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5.1 Context of Automation

Systems, processes, applications, and standards supporting the design and application of automation.

Critical Work Functions

  • 5.1.1 Understand the role and impact of automation to increase process performance
    • 5.1.2 Identify major application areas for automation technology and calculate the financial implications of that automation
      • 5.1.3 Integrate automation in various manufacturing, industrial, utility, scientific, and technical applications
        • 5.1.4 Abide by industry codes, standards, and regulations
          • 5.1.5 Research and apply emerging and future automation technologies
            Technical Content Areas

            • 5.1.6 Automation types
              • Discrete (e.g., automotive, heavy equipment, aircraft, aerospace, consumer goods)
              • Process (e.g., chemicals, refining, brewing, smelting, energy, utilities, pharmaceutical manufacturing)
              • Non-industrial applications (e.g., guidance systems, traffic control, test stands, and warehousing)
              • Building (e.g., commercial)
            • 5.1.7 Automation project phases
              • Conceptual design
              • Feasibility
              • Definition
              • System design
              • Project planning
              • Development
              • Detail design and procurement
              • Construction
              • Commissioning/start-up
              • Testing and validation
              • Maintenance, troubleshooting, and repair
              • Continuous improvement
            • 5.1.8 Codes, standards, and regulatory bodies (as applicable)
              • American National Standards Institute (ANSI)
              • Institute of Electrical and Electronics Engineers (IEEE)
              • International Society of Automation (ISA)
              • International Electro-technical Commission (IEC)
              • National Electrical Code (NEC)
              • National Electrical Manufacturers Association (NEMA)
              • National Fire Protection Association (NFPA)
              • Occupational Safety and Health Administration (OSHA)
              • Environmental Protection Agency (EPA)
              • Other industry-specific codes, standards, and regulations
              • Other international codes, standards, and regulations
            • 5.1.9 Standards
              • IEC 62381 - Factory Acceptance Test
              • IEC 62337 - Commissioning of Electrical, Instrumentation and Control Systems in the Process Industry