PCA Reference Data and Services
Toggle Dark/Light/Auto mode Toggle Dark/Light/Auto mode Toggle Dark/Light/Auto mode

Installation, operation and maintenance manual (IOM manual)

A class with identifier http://rds.posccaesar.org/ontology/plm/rdl/PCA_100006279

MetadataThis section provides information about 'PCA_100006279' itself.

Source ontology norsok-z001
Comment An IOM manual shall normally include the following information: nnMain Data nInformation for the complete equipment showing all data necessary for the understanding of the equipment's mode of operation shall be given. Information regarding health, environment and safety shall be emphasized. Other data may be:n - Restrictions in guaranteen - Performance datan - Restrictions in usen - Main connections and requirements on connected systemsn - Weight and outline dimensions nTechnical description nDesign and function shall be described to facilitate a better understanding of the different parts of the operating and maintenance instructions. If the complete equipment package consists of several systems, the main system should be described first, followed by descriptions of each subsystem and their interconnections. nnPreparations nAll preparations to be made from the moment the installation is completed until the equipment is ready for normal operation shall be described. The description shall include tests, adjustments, calibrations and necessary inspections. The sequence of the activities shall be stated as well as all tools, auxiliary equipment, consumables and spare parts that may be needed. If necessary, references to detailed technical information (e.g. performance and operational data) in other parts of the manual shall be made. nnOperating instructions nStart, normal operation, stop and emergency stop The information shall be given in a logical sequence and shall include all operations and observations which the operator shall undertake. These may be:n - Check list for prestart preparationsn - Prestart settings and precautionsn - The starting sequence shall include all modes of operation (manual, automatic, remote control, etc.)n - Observations which shall be made during the starting sequencen - Precautions concerning interruption of the starting sequencen - Operations and observations during normal operationn - Normal stopn - Emergency stopn - Start after emergency stop nnDisturbance of operation nDescription of the various forms of disturbance of operation that may occur, how they can be identified and the consequences they may have for the operation, shall be given. nnCorrective measures nA description shall be available of the necessary actions after a disturbance has occurred. For actions which cannot be taken by the operator, it may be necessary to refer to the maintenance instructions. The manual shall state all requirements for reports to the supplier in the form of registrations and observations. nnHazards and protective measures nA description shall be given of all known hazards that may occur during operation. This also applies to hazards which are due to lack of observation of the supplier's procedures as well as to external causes, e. g. lack of cooling water, loss of electrical power, etc. The manual shall give detailed information about protective measures, how to reduce the consequences to a minimum and what procedures to follow in the event of an accident. Product data sheets for chemical substances shall be attached. nnQualification requirements and training program for operators nThe supplier shall state the qualifications required of the operator and the training programs that can be offered. nnMaintenance nGeneral Maintenance includes all inspections, measurements, adjustments and operations carried out directly on the equipment in order to ensure safe, reliable and economical operation. Maintenance documentation shall cover the maintenance which can normally be done by the user and the maintenance which is not expected to be done by the user. If the maintenance documentation shall be the basis of a maintenance system for the complete plant where the equipment is a part, then the customer shall state all necessary information and specify all special requests in the inquiry and order documentation. nnStructure and contents of operating instructions nInstructions should contain a minimum of elements and shall be constructed as follows:n - Introduction, scope and possible limitations of the instructionn - Necessary safety precautions before and during maintenancen - Detailed description of the procedure to be followed with references to relevant supplementary documentationn - Necessary data and arrangement for liftingn - List of necessary tools and equipmentn - Recommended spare parts and consumablesn - Control and measurement points with limits during maintenance and after completion prior to restartn - Requirements for special skills and minimum crew for the maintenancen - Registrations which should be part of a specially defined maintenance log nMaintenance instructions nThese shall be divided into the following separate instructions: nnRoutine inspection nThis part of the maintenance consists of the regular inspections carried out by the operation and/or maintenance personnel. The inspections consist of what can be measured, seen, heard or felt without interference in the equipment both during an operation and while at standstill. The supplier shall give instructions concerning inspection points based on his own experience and the selected monitoring system. nnPeriodic maintenance nIt shall cover all planned and expected maintenance based on operation time, calendar time or certain operational observations. This type of maintenance may e.g. include: n - Cleaningn - Lubrication schedulen - Adjustmentsn - Calibrationsn - Replacement of wear partsn - Replenishments nnCorrections and minor repairs nThe most comprehensive maintenance possible on site shall be described under this clause, e.g.:n - Replacement of broken partsn - Repairs which can be done on site or in a normally equipped maintenance shopn - Dismantling parts of or the whole equipment for shipment to a special repair or overhaul shop Major repairs and modifications nIt is not normally required that this shall be covered by the instructions at the user's disposal. However the supplier shall keep and upon request provide instructions concerning overhaul and repairs at special shops. If agreed, the supplier shall also keep all documentation for modification or rebuilding of the equipment. nnFault finding and correction of irregularitiesn For heavy machinery, complicated equipment or if the equipment is considered critical for the total operation of the plant, the supplier shall include a fault finding diagram in his documentation. The diagram shall list possible faults and irregularities, and refer to possible causes. The diagram shall cover faults which may be discovered during operation and maintenance. Furthermore it shall be described how the fault is to be corrected, if necessary by referring to other maintenance instructions. The supplier should prepare a registration form where the results of measurements and observations can be noted systematically in order to give the supplier a better basis for diagnosis when the user requests supplier's assistance. nnStoring, preservation and maintenance of preservationnThis clause shall describe storing of equipment removed from use. The description of the preparations for storage shall include preservation and other protection against external influences. The description of maintenance during storage shall include preventive and corrective measures to ensure that the functionality of the equipment is taken care of. The clause shall also describe how the equipment is prepared for operation after storage. The supplier shall also state how spare parts are to be stored and preserved. nn(reprint from NS5820, annex A2 - A6, with permission) nnLocal language: YES for lifting appliances
NORSOK Z-001 rationale IOM documents shall, in an organized manner, provide sufficient information to install, operate and maintain the equipment in a safe, economical and functionally correct manner according to the agreed maintenance philosophy. The equipment manufacturer’s standard IOM manual shall be delivered if it fulfils the intentions of this document, either as a complete IOM manual or split in two or more separate manuals. For assemblies/skids/packages the IOM manual shall cover the complete assembly.
NORSOK Z-001 definition An IOM manual shall normally include the following information: nnMain Data nInformation for the complete equipment showing all data necessary for the understanding of the equipment's mode of operation shall be given. Information regarding health, environment and safety shall be emphasized. Other data may be:n - Restrictions in guaranteen - Performance datan - Restrictions in usen - Main connections and requirements on connected systemsn - Weight and outline dimensions nTechnical description nDesign and function shall be described to facilitate a better understanding of the different parts of the operating and maintenance instructions. If the complete equipment package consists of several systems, the main system should be described first, followed by descriptions of each subsystem and their interconnections. nnPreparations nAll preparations to be made from the moment the installation is completed until the equipment is ready for normal operation shall be described. The description shall include tests, adjustments, calibrations and necessary inspections. The sequence of the activities shall be stated as well as all tools, auxiliary equipment, consumables and spare parts that may be needed. If necessary, references to detailed technical information (e.g. performance and operational data) in other parts of the manual shall be made. nnOperating instructions nStart, normal operation, stop and emergency stop The information shall be given in a logical sequence and shall include all operations and observations which the operator shall undertake. These may be:n - Check list for prestart preparationsn - Prestart settings and precautionsn - The starting sequence shall include all modes of operation (manual, automatic, remote control, etc.)n - Observations which shall be made during the starting sequencen - Precautions concerning interruption of the starting sequencen - Operations and observations during normal operationn - Normal stopn - Emergency stopn - Start after emergency stop nnDisturbance of operation nDescription of the various forms of disturbance of operation that may occur, how they can be identified and the consequences they may have for the operation, shall be given. nnCorrective measures nA description shall be available of the necessary actions after a disturbance has occurred. For actions which cannot be taken by the operator, it may be necessary to refer to the maintenance instructions. The manual shall state all requirements for reports to the supplier in the form of registrations and observations. nnHazards and protective measures nA description shall be given of all known hazards that may occur during operation. This also applies to hazards which are due to lack of observation of the supplier's procedures as well as to external causes, e. g. lack of cooling water, loss of electrical power, etc. The manual shall give detailed information about protective measures, how to reduce the consequences to a minimum and what procedures to follow in the event of an accident. Product data sheets for chemical substances shall be attached. nnQualification requirements and training program for operators nThe supplier shall state the qualifications required of the operator and the training programs that can be offered. nnMaintenance nGeneral Maintenance includes all inspections, measurements, adjustments and operations carried out directly on the equipment in order to ensure safe, reliable and economical operation. Maintenance documentation shall cover the maintenance which can normally be done by the user and the maintenance which is not expected to be done by the user. If the maintenance documentation shall be the basis of a maintenance system for the complete plant where the equipment is a part, then the customer shall state all necessary information and specify all special requests in the inquiry and order documentation. nnStructure and contents of operating instructions nInstructions should contain a minimum of elements and shall be constructed as follows:n - Introduction, scope and possible limitations of the instructionn - Necessary safety precautions before and during maintenancen - Detailed description of the procedure to be followed with references to relevant supplementary documentationn - Necessary data and arrangement for liftingn - List of necessary tools and equipmentn - Recommended spare parts and consumablesn - Control and measurement points with limits during maintenance and after completion prior to restartn - Requirements for special skills and minimum crew for the maintenancen - Registrations which should be part of a specially defined maintenance log nMaintenance instructions nThese shall be divided into the following separate instructions: nnRoutine inspection nThis part of the maintenance consists of the regular inspections carried out by the operation and/or maintenance personnel. The inspections consist of what can be measured, seen, heard or felt without interference in the equipment both during an operation and while at standstill. The supplier shall give instructions concerning inspection points based on his own experience and the selected monitoring system. nnPeriodic maintenance nIt shall cover all planned and expected maintenance based on operation time, calendar time or certain operational observations. This type of maintenance may e.g. include: n - Cleaningn - Lubrication schedulen - Adjustmentsn - Calibrationsn - Replacement of wear partsn - Replenishments nnCorrections and minor repairs nThe most comprehensive maintenance possible on site shall be described under this clause, e.g.:n - Replacement of broken partsn - Repairs which can be done on site or in a normally equipped maintenance shopn - Dismantling parts of or the whole equipment for shipment to a special repair or overhaul shop Major repairs and modifications nIt is not normally required that this shall be covered by the instructions at the user's disposal. However the supplier shall keep and upon request provide instructions concerning overhaul and repairs at special shops. If agreed, the supplier shall also keep all documentation for modification or rebuilding of the equipment. nnFault finding and correction of irregularitiesn For heavy machinery, complicated equipment or if the equipment is considered critical for the total operation of the plant, the supplier shall include a fault finding diagram in his documentation. The diagram shall list possible faults and irregularities, and refer to possible causes. The diagram shall cover faults which may be discovered during operation and maintenance. Furthermore it shall be described how the fault is to be corrected, if necessary by referring to other maintenance instructions. The supplier should prepare a registration form where the results of measurements and observations can be noted systematically in order to give the supplier a better basis for diagnosis when the user requests supplier's assistance. nnStoring, preservation and maintenance of preservationnThis clause shall describe storing of equipment removed from use. The description of the preparations for storage shall include preservation and other protection against external influences. The description of maintenance during storage shall include preventive and corrective measures to ensure that the functionality of the equipment is taken care of. The clause shall also describe how the equipment is prepared for operation after storage. The supplier shall also state how spare parts are to be stored and preserved. nn(reprint from NS5820, annex A2 - A6, with permission) nnLocal language: YES for lifting appliances
skos:broadMatch instructive information
skos:broader Manuals

ConstraintsThis section lists constraints that members of 'PCA_100006279' shall satisfy.

ContextThis section provides super- and subtypes as well as members of 'PCA_100006279'.