Documentation and version handling related to Protection, Automation and Control functions
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Rannveig S. J. Loken (NO) Chair SC B5 |
Sushama Khot (CA) Convenor WG B5.75 |
Structured, verified formatted and user-friendly documentation of all parts and activities regarding Protection, Automation and Control (PACS) functions, including functions related to fault clearance, is essential for security and reliability of all the parts of the power system.
Today, the documentation is often considered to be too complex for many of the actors involved while others require deeper information of PACS functions and principles. The documentation should therefore be adapted to the different users.
It is essential that the documentation of protection functions and other functions related to the PACS is correct and describe the existing system. Therefore, review procedures should be established to assure quality of the documentation. This includes the documentation related to design, construction, Factory Acceptance Test (FAT), Site Acceptance Test (SAT), commissioning phases as well as all stages during the lifetime of the PACS and its components.
The aim of Working Group B5.75 is to give a general description of PACS function documentation and illustrate how the different types of documentation are used today. This should lead to a classification with identification documentation types. The needs of the different users of documentation of PACS functions and elaborate recommendations on how to best satisfy these needs will be described.
The aspects of reliability and availability requirements for the different functions will be investigated. In addition, design and specification of the protection system, design, and specification of PACS system and functions will also be considered.
Implementation and qualification of protection and automation, including calculation of settings, definition of parameters, and implementation of settings and parameters also needs to be properly documented.
The documentation related to the different phases like FAT, SAT, Commissioning, Operation and maintenance, Post-commissioning upgrade and modification, fault analysis and decommissioning will be included.
Working Group B5.75 will identify best practices and recommendations for different types of documentation regarding creation, update and storage, review, and verification. It will also investigate tools used for management of documentation and revision control.
Investigation of new types of documentation, their production, storage, access, way of use and retrieval, will include systems like Augmented reality, Building Information Model (BIM), and Digital Twin.
Specific items regarding documentation related to PACS functions to be covered by WG B5.75 include optimisation of the documentation and drawings for protection systems and other functions in PACS. Methods to simplify search and identification of relevant drawings or documentation, and documentation related to Workflow and Quality Assure Methods will be investigated. Other important aspects related to methods to access and manage parameter setting documentation, methods, and recommendations for the management of version changes, especially for IED management tools will also be included. Methods and media to store, identify and keep available documentation over long time periods also need to be considered.
The Working Group plans to benchmark the documentation process of PACS related functions to the practice in other comparable domains, e.g. software development.
CIGRE SC B5 eSession in August 2020
WG B5.75 was started by SC B5 during the virtual SC B5 meeting