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ISA-RP76.0.

01-1998
Approved September 15, 1998

Recommended Practice

Analyzer System Inspection and


Acceptance
ISA-RP76.0.01, Analyzer System Inspection and Acceptance

ISBN: 1-55617-680-5

Copyright 1998 by the Instrument Society of America. All rights reserved. Printed in the United
States of America. No part of this publication may be reproduced, stored in a retrieval system, or
transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or oth-
erwise), without the prior written permission of the publisher.

ISA
67 Alexander Drive
P.O. Box 12277
Research Triangle Park, North Carolina 27709
Preface

This preface, as well as all footnotes and annexes, is included for informational purposes only
and is not part of ISA-RP76.0.01.

This recommended practice has been prepared as part of the service of ISA, the international
society for measurement and control, toward a goal of uniformity in the field of instrumentation.
To be of real value, this document should not be static, but should be subject to periodic review.
Toward this end, the Society welcomes all comments and criticisms, and asks that they be
addressed to the Secretary, Standards and Practices Board; ISA; 67 Alexander Drive; P. O. Box
12277; Research Triangle Park, NC 27709; Telephone (919) 549-8411; Fax (919) 549-8288; E-
mail: standards@isa.org.

The ISA Standards and Practices Department is aware of the growing need for attention to the
metric system of units in general, and the International System of Units (SI) in particular, in the
preparation of instrumentation standards, recommended practices, and technical reports. The
Department is further aware of the benefits to USA users of ISA standards of incorporating
suitable references to the SI (and the metric system) in their business and professional dealings
with other countries. Toward this end, this Department will endeavor to introduce SI and
acceptable metric units in all new and revised standards, recommended practices and technical
reports to the extent possible. Standard for Use of the International System of Units (SI): The
Modern Metric System , published by the American Society for Testing & Materials as IEEE/
ASTM SI 10-97, and future revisions, will be the reference guide for definitions, symbols,
abbreviations, and conversion factors.

It is the policy of ISA to encourage and welcome the participation of all concerned individuals and
interests in the development of ISA standards. Participation in the ISA standards-making
process by an individual in no way constitutes endorsement by the employer of that individual, of
ISA, or of any of the standards, recommended practices, and technical reports that ISA develops.

CAUTION-

ISA ADHERES TO THE POLICY OF THE AMERICAN NATIONAL STANDARDS


INSTITUTE WITH REGARD TO PATENTS. IF ISA IS INFORMED OF AN
EXISTING PATENT THAT IS REQUIRED FOR USE OF THE RECOMMENDED
PRACTICE, IT WILL REQUIRE THE OWNER OF THE PATENT TO EITHER
GRANT A ROYALTY-FREE LICENSE FOR USE OF THE PATENT BY USERS
COMPLYING WITH THE RECOMMENDED PRACTICE OR A LICENSE ON
REASONABLE TERMS AND CONDITIONS THAT ARE FREE FROM UNFAIR
DISCRIMINATION.

EVEN IF ISA IS UNAWARE OF ANY PATENT COVERING THIS


RECOMMENDED PRACTICE, THE USER IS CAUTIONED THAT
IMPLEMENTATION OF THE RECOMMENDED PRACTICE MAY REQUIRE USE
OF TECHNIQUES, PROCESSES, OR MATERIALS COVERED BY PATENT
RIGHTS. ISA TAKES NO POSITION ON THE EXISTENCE OR VALIDITY OF
ANY PATENT RIGHTS THAT MAY BE INVOLVED IN IMPLEMENTING THE
RECOMMENDED PRACTICE. ISA IS NOT RESPONSIBLE FOR IDENTIFYING

ISA-RP76.0.01-1998 3
ALL PATENTS THAT MAY REQUIRE A LICENSE BEFORE IMPLEMENTATION
OF THE RECOMMENDED PRACTICE OR FOR INVESTIGATING THE
VALIDITY OR SCOPE OF ANY PATENTS BROUGHT TO ITS ATTENTION. THE
USER SHOULD CAREFULLY INVESTIGATE RELEVANT PATENTS BEFORE
USING THE RECOMMENDED PRACTICE FOR THE USERS INTENDED
APPLICATION.

HOWEVER, ISA ASKS THAT ANYONE REVIEWING THIS RECOMMENDED


PRACTICE WHO IS AWARE OF ANY PATENTS THAT MAY IMPACT
IMPLEMENTATION OF THE RECOMMENDED PRACTICE NOTIFY THE ISA
STANDARDS AND PRACTICES DEPARTMENT OF THE PATENT AND ITS
OWNER.

ADDITIONALLY, THE USE OF THIS RECOMMENDED PRACTICE MAY


INVOLVE HAZARDOUS MATERIALS, OPERATIONS OR EQUIPMENT. THE
RECOMMENDED PRACTICE CANNOT ANTICIPATE ALL POSSIBLE
APPLICATIONS OR ADDRESS ALL POSSIBLE SAFETY ISSUES
ASSOCIATED WITH USE IN HAZARDOUS CONDITIONS. THE USER OF THIS
RECOMMENDED PRACTICE MUST EXERCISE SOUND PROFESSIONAL
JUDGMENT CONCERNING ITS USE AND APPLICABILITY UNDER THE
USERS PARTICULAR CIRCUMSTANCES. THE USER MUST ALSO
CONSIDER THE APPLICABILITY OF ANY GOVERNMENTAL REGULATORY
LIMITATIONS AND ESTABLISHED SAFETY AND HEALTH PRACTICES
BEFORE IMPLEMENTING THIS RECOMMENDED PRACTICE.

The following people served as members of ISA Committee SP76:

NAME COMPANY
D. Lewko, Chairman Bantrel Inc.
D. Rapley, Managing Director VECO Rapley Inc.
C. Ackerman Air Products & Chemicals Inc.
B. Anderson Ashland Petroleum Company
*K. Anderson Technical Automation Services Corp.
W. Bajek UOP
*J. Burkland Technical Automation Services Corp.
S. Chappell National Institute of Standards & Technology
*J. Converse Sterling Chemicals Inc.
*D. Coyle Applied Automation Inc.
W. Dailey Process Analyzer Resources Inc.
G. Erk Consultant
C. Foresti Tosco Refining Company
M. Fraser Daniel Flow Products Inc.
P. Girling Mobil Technology Company
*R. Guillory Parsons SIP Inc.
J. Harman, III. Beckman Instruments Inc.
G. Harms Hemlock Semiconductor Corp.
J. Hensel Hach Company

4 ISA-RP76.0.01-1998
D. Hildebrand Vulcan Chemical Company
*F. Hormann Applied Automation Inc.
A. Iverson Ivy Optiks
K. Konrad Intek Corp.
M. Lanoue Delta F Corp.
*K. LeBlanc Exxon Chemical Company
*T. Lewis, Jr. Applied Automation Inc.
C. Lucarino Anarad Inc.
V. Madian Imperial Oil
*J. Mayfield Shell Oil Company
J. McKinley Kin-Tek Labs Inc.
D. Merriman MerTech Inc.
E. Mooney Tytronics Inc.
R. Morris Flow Safe
M. Murray Sunoco Inc.
*R. Muston Shell Chemical Company
*G. Nichols Sterling Chemicals Inc.
R. Ohlmeier Merrick & Company
F. Palacio Analitec SL
D. Ross Camtec Environ. Consultants
*J. Sablatura, Jr. Exxon Research and Engineering
D. Soleta Monsanto Company
R. Tarrant Nametre Company
J. Tatera Dow Corning Company
J. Thomason Omni Industrial Systems Inc.
*H. Tummala Parsons
J. Twork Tennessee Eastman Company
S. Ueda Fuji Technosurvey Company
*P. VanVunren Exxon Chemical Company
I. Verhappen Syncrude Canada Ltd.
M. Vickery ARCO Chemical
*W. Wagner Union Carbide Corp.
P. Wisneski, Jr. Chevron Research & Technology Company
D. Wright Microanalytics Instrument Corp.
*A. Yeager, Jr. Union Carbide Corp.
F. Zikas Parker Hannifin Corp.
*A. Znotins Shell Canada Ltd.

________________________
*One vote per company

This recommended practice was approved for publication by the ISA Standards and Practices
Board on September 15, 1998.

NAME COMPANY
R. Webb, Vice President Altran Corp.
H. Baumann H. D. Baumann Inc.

ISA-RP76.0.01-1998 5
D. Bishop Chevron Production Technology Company
P. Brett Honeywell Industrial Automation Controls
W. Calder III Factory Mutual Research Corp.
M. Cohen Flexonics Inc.
H. Dammeyer The Ohio State University
W. Holland Southern Company Services Inc.
H. Hopkins Retired
A. Iverson Ivy Optiks
K. Lindner Endress + Hauser GmbH + Company
V. Maggioli Feltronics Corp.
T. McAvinew Instrumentation & Control Engineering LLC
A. McCauley, Jr. Chagrin Valley Controls Inc.
G. McFarland Honeywell Industrial Automation & Controls
E. Montgomery Fluor Daniel Inc.
D. Rapley VECO Rapley Inc.
R. Reimer Rockwell Automation A-B
J. Rennie Factory Mutual Research Corp.
W. Weidman Parsons Power Group Inc.
J. Weiss Electric Power Research Institute
J. Whetstone National Institute of Standards & Technology
M. Widmeyer Carnegie-Mellon University
H. Wiegle Canus Corp.
C. Williams Eastman Kodak Company
G. Wood Graeme Wood Consulting
M. Zielinski FisherRosemount

6 ISA-RP76.0.01-1998
Contents

1 Purpose........................................................................................................................ 9
2 Scope .......................................................................................................................... 9
3 Analyzer inspection guidelines ................................................................................ 9
3.1 Safety and health considerations during testing...................................... 9
3.2 Documentation availability and applicability .......................................... 10
3.3 Maintainability ............................................................................................ 10
3.4 Interfacing compatibility of this system with external or
connective devices..................................................................................... 10
3.5 Workmanship of tubing, wiring, conduit, supports, suitability for
transportation to site, personnel safety hazards .................................... 10
3.6 Mutually agreed tests and proofing methods ......................................... 10
4 Checklists..................................................................................................................11

ISA-RP76.0.01-1998 7
1 Purpose

The purpose of this recommended practice is to establish procedures for analyzer, packaged
analyzer system, and sample system inspection and testing. The guidelines are intended to
provide minimum requirements for inspecting and testing analyzers, sample systems, and
analyzer systems prior to final acceptance. In no instance is this recommended practice intended
to override any established company procedures.

2 Scope

The attached inspection guidelines are recommended for use during structured analyzer system
inspection. The inspection should be performed by qualified individuals. This recommended
practice is intended to be a guide and not a "how to" document. These are guidelines and should
be modified to include any special project requirements. These guidelines cover three basic
areas, which are:

a) ANALYZER INSPECTION: Inspection of an analyzer and the analyzer-specific application


engineering.

b) PACKAGED ANALYZER SYSTEM INSPECTION: Inspection of an analyzer building, shelter,


enclosure, highway controllers, and any other equipment used to support the analyzer
operation (other than the analyzer and its sample system).

c) SAMPLE SYSTEM INSPECTION: Inspection of all vendor-supplied equipment that will be


installed between the process sample tap and the analyzer.

For the purposes of this document, STRUCTURED TESTING is defined as any witnessed test
procedure that follows a predefined format.

3 Analyzer inspection guidelines

3.1 Safety and health considerations during testing


The test host (i.e., analyzer manufacturer or system integrator) should be responsible to ensure
that the test site and all equipment meet all applicable electrical, safety and health requirements
of the authority having jurisdiction.

ISA-RP76.0.01-1998 9
3.2 Documentation availability and applicability
All documentation should be system specific, and the latest revisions of the applicable
documents should be used. Any documentation not pertinent to the project should be deleted
(unless previously agreed to otherwise). All applicable documentation should be readily available
at the time of the inspection. The documentation format should be as specified or agreed to
beforehand (including language).

3.3 Maintainability
Wherever possible, all equipment should be installed in such a manner that any hardware items
can be easily removed without the removal of any other hardware. Easy tool access to screws,
nuts, fittings, etc. should be available. All equipment should be mounted so that removable
covers are accessible and adequate clearance for removal is provided.

3.4 Interfacing compatibility of this system with external or connective


devices
Analog and serial signals should be tested. Analog signals should be tested for linearity and
ground isolation. If specified, all externally interfaced equipment should be provided (i.e.,
printers, recorders, plotters, protocol converters, etc.). All discrete outputs should be verified, as
per the specification.

3.5 Workmanship of tubing, wiring, conduit, supports, suitability for trans-


portation to site, personnel safety hazards
A small sample of tube fittings should be dismantled and checked for workmanship. All unfilled
sealing fittings should be clearly identified with a red tag. Piping, wiring, and conduit should be
sufficiently supported to withstand any anticipated vibration from site conditions or transportation.
The inspector should check that there are no sharp edges, points or protrusions that could injure
personnel during transportation, placement, or use.

3.6 Mutually agreed tests and proofing methods


The requirements for an inspection need to be agreed to early in the project (one of the purposes
of this document). Vendor pre-inspection tests, the number of test and calibration samples, the
proof of their content, and the duration of stability tests should be as specified and/or agreed to.
Samples should contain all components of interest and all components that were identified on the
application data sheet and that can interfere with this measurement. Whenever feasible, the
customer should supply an acceptable analyzed standard for the inspection. Some portion of the
stability test should be witnessed by the customer's representative. Test data should be
presented in the specified or agreed-to format (e.g., raw data, summaries, statistical evaluations,
or SPC charts).

All outstanding action items should be resolved before the conclusion of the acceptance test. In
the event that an open item cannot be resolved, an expected date should be identified by which
the item will be resolved. An action log such as that at the end of Clause 4 is recommended for
that purpose.

10 ISA-RP76.0.01-1998
4 Checklists

The following may be used as inspection checklists or as references to help prepare checklists. It
is suggested that any deviations from a checklist would be accepted only if agreed to in writing by
both the customer and the vendor. Each type of analyzer system and/or sample can have unique
requirements. Several blanks have been left in the following inspection guides, so users may
easily incorporate additional items. Some of the listed items may not be relevant and may be
deleted from a particular checklist; they are intended only as guides.

ISA-RP76.0.01-1998 11
ANALYZER INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
1 MECHANICAL
Dimensions
Mounting
Weight

2 ELECTRICAL
Volts
Hertz
Power (VA)

2.1 Effect of interruption

2.2 Insulation (Volts)


Grounding
R. F. shielding

2.3 Termination and wire labels

3 PIPING

3.1 Sample inlet

3.2 Sample return

3.3 Vent

3.4 Drain

V* = Vendor C* = Client

12 ISA-RP76.0.01-1998
ANALYZER INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
3.5 Instrument air

3.6 Steam

3.7 Water

3.8 Reagent

3.9 Safety valve(s)

4 SAFETY
Area classification
Warning labels, signals,
purge
Personnel protection
Certification
Materials of construction
exposed to the process

5 FUNCTION
Zero
Span

5.1 Calibration
Number of points
Certified samples
Maximum deviation from
curve (% of measured value)
Response time rising

V* = Vendor C* = Client

ISA-RP76.0.01-1998 13
ANALYZER INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
Response time falling
Stability (hours)
Repeatability
Noise band (% full
scale deviation)
Standard deviation

5.2 Signals
Output
Fully floating?
Linearity (# points)
Minimum sensitivity
Serial communications

5.3 Environment
Effect of ambient
temperature
Effect of ambient
pressure
Materials of construction
exposed to ambient
atmosphere

6 DOCUMENTATION/
MANUALS

V* = Vendor C* = Client

14 ISA-RP76.0.01-1998
ANALYZER INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
7 INDICATION

7.1 Local indicators

7.2 Local recorders

This system has been Accepted By:

Rejected By:

Conditionally Accepted By:

V* = Vendor C* = Client

ISA-RP76.0.01-1998 15
SAMPLE SYSTEM INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
1 MECHANICAL
Dimensions
Enclosure

2 ELECTRICAL

3 PIPING/TUBING
Material compatibility

4 SAFETY
Area classification
Warning labels, signals,
certification
Personnel safety
Hydrostatic test(s)
Gas leakage test
Flow limiters

V* = Vendor C* = Client

16 ISA-RP76.0.01-1998
SAMPLE SYSTEM INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
5 ENVIRONMENT
Effect of ambient
temperature
Effect of ambient
pressure

6 DOCUMENTATION
Identification tags/labels

7 COMPONENTS
Filters
Pressure gauges
Flowmeters
Relief valves
Accessibility
Maintainability
Identification tags

V* = Vendor C* = Client

ISA-RP76.0.01-1998 17
SAMPLE SYSTEM INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
8 OVERALL TEST
Sample loop(s)
Sample conditioning system
Stream selection
Calibration system

All sample systems from entry of transport line should be tested at 1 - 1.5 times duty pressure.

This system has been Accepted By:

Rejected By:

Conditionally Accepted By:

V* = Vendor C* = Client

18 ISA-RP76.0.01-1998
PACKAGED ANALYZER SYSTEM INSPECTION GUIDE**

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
1 MECHANICAL
Dimensions & layout
Mounting
Weight

2 ELECTRICAL
Area classification
Certificate(s)

3 UTILITIES
Steam
Air
Water
Power circuit
Lighting
Vent header
Drain header

** A separate Inspection Guide should be completed for each sample conditioning system or
each analyzer.

V* = Vendor C* = Client

ISA-RP76.0.01-1998 19
PACKAGED ANALYZER SYSTEM INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
4 SAFETY
L.E.L. (Combustible)
Oxygen deficiency
Toxic
Flow limiters
Escape equipment
Isolation valve(s)

5 OVERALL FUNCTION
TEST

6 DOCUMENTATION

7 TAGGING

8 FAST LOOP AND


SAMPLING SYSTEM

V* = Vendor C* = Client

20 ISA-RP76.0.01-1998
PACKAGED ANALYZER SYSTEM INSPECTION GUIDE

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

PARAMETER SPECIFIED WITNESS COMMENT


V* C*
9 COMMON SAMPLE
RECOVERY SYSTEM

10 LEAKAGE TEST
Utility header(s)

11 VENTILATION SYSTEM
Ventilation
Heater
Air conditioner
Temperature control
Mechanical and finish inspection
Control/alarm systems

This system has been Accepted By:

Rejected By:

Conditionally Accepted By:

V* = Vendor C* = Client

ISA-RP76.0.01-1998 21
ACTION LOG

MANUFACTURER: DATE: MFG. ID#:


PURCHASE ORDER: ANALYZER TAG NO.: SERIAL NO.:

Item Deviation Corrective Action Responsibility Witness


No.
V* C*

V* = Vendor C* = Client

22 ISA-RP76.0.01-1998
Developing and promulgating technically sound consensus standards,
recommended practices, and technical reports is one of ISA's primary goals.
To achieve this goal the Standards and Practices Department relies on the
technical expertise and efforts of volunteer committee members, chairmen,
and reviewers.

ISA is an American National Standards Institute (ANSI) accredited


organization. ISA administers United States Technical Advisory Groups
(USTAGs) and provides secretariat support for International Electrotechnical
Commission (IEC) and International Organization for Standardization (ISO)
committees that develop process measurement and control standards. To
obtain additional information on the Society's standards program, please write:

ISA
Attn: Standards Department
67 Alexander Drive
P.O. Box 12277
Research Triangle Park, NC 27709

ISBN: 1-55617-680-5

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