ISO/TC 184/SC 5 - Interoperability, integration, and architectures for enterprise systems and automation applications

This document specifies requirements, a framework, a general specification procedure, a guide for elaboration, and categorization of application methods of an equipment behaviour catalogue (EBC) in smart manufacturing.

This document specifies the interfaces of an equipment behaviour catalogue (EBC) with production systems engineering and manufacturing operations, facilitating their bi-directional integration by providing technical and contextual information.

This document describes a solution for integrating advanced process control and optimization capabilities for manufacturing systems by introducing the advanced control system of the distillation column in detail with a separate distillation column as an application case. This document is intended to be used with ISO 15746-1, ISO 15746-2 and ISO 15746-3.

This document specifies a reference model and process for Collaborative Modeling and Simulation Environment (CMSE), which establishes a general framework of CMSE to provide guidance for implementation of joint simulation projects. The CMSE which is based on the reference process and the reference model including neutral interfaces and meta-models can enable service-oriented share-use of the infrastructure, integration of the software and collaboration of the business to improve collaboration among all kinds of stakeholders involved in a joint simulation project which needs on-demand simulation at any time and any place upon different manufacturing platforms owned by different enterprises or by different departments within an enterprise. This document can not only be applied to manufacturing enterprises but also be applied to other kinds of enterprises. It is intended for use by stakeholders who are concerned with developing and deploying solutions of the joint simulation project based on information and communication technology. It focuses on simulation activities related cross-platform simulation collaboration capability supporting business planning and logistics, manufacturing operations management and production control within or among enterprises, which can cover the levels from 2 to 4 of the functional hierarchy of manufacturing systems in IEC 62264-3[27]. This document specifies the following: the general framework of CMSE; the methodology of the joint simulation project analysis and realization by CMSE. This document does not relate to the simulation irrelevant collaboration environment, and does not specify the specific approach to implement CMSE in the solution formulation of joint simulation projects.

This document specifies interface content exchanged between manufacturing control functions and other enterprise functions as interrelated information models. The information models are represented as an interrelated collection of conceptual object models which can be used for the implementation of applications with logical data and physical data models. The data exchanges in interfaces are scoped as between Level 3 manufacturing operations and Level 4 business systems in the hierarchical model defined in IEC 62264-1. The purpose of this document is to reduce the risk, cost, and errors associated with interface implementation. Since this document covers many manufacturing operations and enterprise domains and there are many different standards for those domains, the semantics of this data exchange standard are described at a conceptual level intended to enable the other standards to be mapped to these semantics. To this end, this document defines a set of elements contained in the generic interface, together with a mechanism for extending the interface content for implementations. The scope is limited to the definition of object models and attributes of the exchanged information defined in the IEC 62264-1.

This document defines a set of environmental performance evaluation (EPE) data classes, including their properties. It is applicable to entire manufacturing facilities or to parts of a manufacturing facility. This document applies to manufacturing systems including discrete, batch and continuous control, which are defined in IEC 62264-1. The following are outside the scope of this document: — syntax of EPE data and data models; — protocols to exchange EPE data; — functions that can be enabled by the use of EPE data; — product life cycle assessment; — EPE data that are specific to a particular industry sector, manufacturer or machinery; — acquisition of EPE data.

This document provides requirements and recommendations on how to construct an equipment instance model using an equipment behaviour catalogue (EBC) item.

This document specifies a formal structure and building rules for an equipment behaviour catalogue (EBC) template. The formal structure of an EBC template represents a schema for descriptions of behaviour and related entities. Building rules for an EBC template provide required processes and compliance criteria to construct an EBC template.

This document specifies Object-Process Methodology (OPM) with detail sufficient for enabling practitioners to utilise the concepts, semantics, and syntax of OPM as a modelling paradigm and language for producing conceptual models at various extents of detail, and for enabling tool vendors to provide application modelling products to aid those practitioners. While this document presents some examples for the use of OPM to improve clarity, it does not attempt to provide a complete reference for all the possible applications of OPM.

This document specifies a framework for mass customization value chain management, including the framework model, functions and information flow of mass customization. This document does not describe interoperability at a system level or interoperability throughout the life cycle in detail.

This document defines the basic principles for an assessment concerning the convergence of informatization and industrialization (CII) in industrial enterprises, including the following: — assessment framework definitions; — assessment reference model definitions; — assessment reference model components.

This document defines the maturity model and the evaluation methodology on convergence of informatization and industrialization in industrial enterprises. The scope of this document includes the following: — maturity model definition; — principles of evaluation questionnaires; and — guidance for a maturity evaluation method.

This document specifies the concept and structure of the ISO 16400 series. This series specify a methodology for preparing a template and items of an equipment behaviour catalogue (EBC) as a basis to structure a virtual production system.

This document defines the formatting, syntax and semantic rules for describing ? an object oriented interface for using services provided by a coordinator and ? the configuration of virtual devices and the environment for their use.

This document identifies and specifies constructs necessary for users that model enterprises in conformance with ISO 19439. This document focuses on, but is not restricted to, engineering and the integration of manufacturing and related services in the enterprise. The constructs enable the description of structure and functioning of an enterprise for use in configuring or implementing in different application domains. This document specifies an implementation framework in Clause 6 to map model constructs into such domains.

This document defines the principle of verification and validation according to the activity models and workflow of an advanced process control and optimization (APC-O) system, analyses and defines the general process for verification and validation of APC-O systems, and specifies a set of indicators and checkpoints used for verification and validation.

This document specifies a reference base of concepts and principles for enterprise architectures that enable enterprise development, enterprise integration, enterprise interoperability, human understanding and computer processing. This document further specifies requirements for models and languages created for expressing such enterprise architectures. This document specifies those terms, concepts and principles considered necessary to address stakeholder concerns and to carry out enterprise creation programmes as well as any incremental change projects required by the enterprise throughout the whole life of the enterprise. This document forms the basis by which enterprise architecture and modelling standards can be developed or aligned. This document does not define standard enterprises, standard organizational structures, standard enterprise processes, or standard enterprise data. In addition, this standard does not specify enterprise modelling processes.

This document specifies the search methodology from software unit catalogues for acquiring candidate capability units which satisfy the manufacturing application requirements.

This document provides the overview and general principles of a method for evaluating environmental performance, including energy efficiency and other factors, of a manufacturing system that influence the environment. This document is applicable to manufacturing systems for discrete, batch, and continuous manufacturing. This document is applicable to an entire manufacturing system and to a part of the manufacturing system. Life cycle assessment of products manufactured by the manufacturing system is outside the scope of ISO 20140.

This document describes an approach for using ISO 16100 to achieve cooperation between software agents by exchanging manufacturing software unit (MSU) capability profiles. The exchanged profiles among agents describe the manufacturing capabilities requested by the requester and to be fulfilled by the performer.

This document specifies an aggregation process that provides aggregated environmental performance evaluation data in accordance with a given environmental performance evaluation specification conforming to ISO 20140-2, by using a set of environmental performance evaluation data conforming to ISO 20140-5. This document does not specify any aggregation processes specific to particular implementations of manufacturing systems.

This document specifies a set of template definitions to describe the capability of a software unit of an automation solution that can be mapped to the functional requirements of a target manufacturing application. This document specifies how to develop and manage a software unit catalogue in terms of capability properties and defines mapping rules from capability profiles to a software unit catalogue.

This document contains descriptions for the practical use for applying formulae as specified in ISO 22400-2 for key performance indicators for production control and monitoring. This document is intended to be applied in conjunction with the content of ISO 22400-2.

This document specifies a framework for describing an automation solution in terms of a set of capabilities provided by a set of manufacturing software units. The framework also defines a set of capability elements and composition rules to represent the interoperability criteria in terms of the automation system capability requirements of an enterprise application.

This document specifies a formal logic-based concept specialization approach to support the development of manufacturing reference models that underpin the necessary business specific knowledge models needed to support the configuration of global production networks. This document specifies the following: — the formal sematic model approach; — hierarchical levels for property specialization; — contexts for each level; — key properties at each level; — property relationships; — property axioms; — applicability rules. The following are within the scope of this document: — production networks for discrete product manufacture; — formal semantics for the configuration of global production networks; — system level formal semantics; — designed system formal semantics; — manufacturing business system formal semantics; — global production systems network formal semantics. The following are outside the scope of this document: — in-factory formal semantics; — formal semantics for the operation of global production networks.

This document defines the detailed interface services and protocols used in a matching method based on multiple capability class structures. This document also defines a CPTI (Capability Profile Template Interface) Service Group, an Extended CPI (Capability Profile Interface) Service Group and an Extended Matcher Interface Service Group, which is extensions of the Type 1, Type 2 and Type 3 services, respectively, specified in ISO 16100-3:2005,5.4. This document also defines the CCSI (Capability Class Structure Interface) Service Group, an additional service group used to create, register, access and modify a capability class structure for the reference manufacturing domain models specified in ISO 16100-5:2009, Clause 6. This document also specifies detailed contents of the specific part of a capability profile template defined in ISO 16100-5:2009, Clause 7.

This document specifies a process for environmental performance evaluation of activities executed by a manufacturing system based on the general principles described in ISO 20140‑1. The process uses environmental performance evaluation data based on ISO 20140‑5. This document does not specify any evaluation process specific to particular implementations of manufacturing systems.

ISO 15746-2:2017 defines: - activity models to describe the dynamic aspects of the APC-O modules; - information exchange requirements of the dynamic aspects of the APC-O modules; - workflows and lifecycles of APC-O elements; - service definitions to support the following information exchanges between: · Level 3 and APC-O components; · Level 2 and APC-O components; · APC-O components within one or more APC-O systems.

ISO 16300‑3:2017 specifies a framework for verifying and validating the interoperability of manufacturing capability units (MCUs) having a set of capabilities that meet the functional requirements of a target manufacturing application solution. The verification and validation framework describes the use of the interoperability criteria in ISO 16300‑1 and the steps to be performed.

ISO 15531-44:2017 addresses the modelling of the data collected from data acquisition systems at control level to be stored at the manufacturing management level and processed further at this level for any management purpose. The following are within the scope of ISO 15531-44:2017: · quantitative or qualitative data collected from data acquisition systems at the control or management level to be stored at the management level and used later on to manage manufacturing; · time stamping and time measurement provided from data acquisition systems for control and management data. The following are outside the scope of ISO 15531-44:2017: · any data only related to remote and real time measurement and management; · product definition data as modelled in the ISO 10303 series; · catalogue and library data as modelled in ISO 13584 and ISO 15926; · control data that are only used at the control level as well as those that are not used for manufacturing management.

IEC 62264-3:2016 defines activity models of manufacturing operations management that enable enterprise system to control system integration. The activities defined in this document are consistent with the object models definitions given in IEC 62264-1. The modelled activities operate between business planning and logistics functions, defined as the Level 4 functions and the process control functions, defined as the Level 2 functions of IEC 62264-1. IEC 62264-3:2016 defines activity models of manufacturing operations management that enable enterprise system to control system integration. The activities defined in this document are consistent with the object models definitions given in IEC 62264-1. The modelled activities operate between business planning and logistics functions, defined as the Level 4 functions and the process control functions, defined as the Level 2 functions of IEC 62264-1. This second edition cancels and replaces the first edition published in 2007. This edition constitutes a technical revision. This edition includes the following significant technical changes with respect to the previous edition: a) 4.1 Manufacturing Operations Management was moved to Part 1 and therefore was removed from Part 3; b) 4.2 Functional hierarchy was moved to Part 1 and therefore was removed from Part 3; c) 4.4 Criterion for defining activities below Level 4 was moved to Part 1 and therefore was removed from Part 3; d) 4.5 Categories of production information was moved to Part 1 and therefore was removed from Part 3; e) 4.6 Manufacturing operations information was moved to Part 1 and therefore was removed from Part 3; f) 5.3 Expanded equipment hierarchy model was moved to Part 1 and therefore was removed from Part 3; g) 5.4 Expanded decision hierarchy model was removed from Part 3. The corresponding section was removed from Part 1 and replaced with a reference to ISO 15704; h) Annex A (informative) Other enterprise activities affecting manufacturing operations was moved to Part 1 and therefore was removed from Part 3; i) Annex D (informative) Associated standards was moved to Part 1 and therefore was removed from Part 3; j) Annex F (informative) Applying the decision hierarchy model to manufacturing operations management was removed from Part 3. The corresponding section was removed from Part 1 and replaced with a reference to ISO 15704; k) Annex G (informative) Mapping PSLX ontology to manufacturing operations management was removed from Part 3. The committee felt that this section is more appropriate as a PSLX white paper or TR. The names for data were changed to match the Part 4 standard names. These name changes were made in all figures and in the text.

IEC 62264-5:2016 defines transactions in terms of information exchanges between applications performing business and manufacturing activities associated with Levels 3 and 4. The exchanges are intended to enable information collection, retrieval, transfer and storage in support of enterprise-control system integration. This part of IEC 62264 is consistent with the IEC 62264-2 and IEC 62264-4 object models attributes. This standard also defines transactions that specify how to exchange the objects defined in IEC 62264-2, IEC 62264-4 and this standard. This second edition cancels and replaces the first edition published in 2011. This edition constitutes a technical revision. This edition includes the following significant technical changes with respect to the previous edition: The addition of transaction rules for objects defined in IEC 62264-4: Job, Job List, Job Response, Job Response List, Work Alert Definition, Work Alert, Work Calendar Definition, Work Calendar, Work Capability Work Directive, Work Master, Work Performance, Work Record, Work Schedule, Workflow Specification Node Type, Workflow Specification. It is published as a double logo standard.

IEC 62264-4:2015 defines object models and attributes exchanged between Level 3 manufacturing operations management activities defined in IEC 62264-3.

ISO 18435-3:2015 defines the profiling methodology to use the interoperability templates of ISO 18435‑2. These profiling methods describe the construction and the use of application domain matrix elements (ADMEs), application interaction matrix elements (AIMEs), and an open technical dictionary (OTD) to support the information exchange. In particular, ISO 18435-3:2015 gives guidance related to profiling the information exchange between two applications by establishing the context, conveyance, and contents defined in ISO 18435‑2. ISO 18435-3:2015 is intended to be used in conjunction with ISO 18435‑1 and ISO 18435‑2.

ISO 11354-2:2015 specifies: - levels to represent the capability of an enterprise to interoperate with other enterprises; - measures for assessing the capability of a specific enterprise to interoperate with other enterprises; - methods for combining these measures into two kinds of overall assessment: - maturity level by concern and barrier, and - assessment relative to four designated maturity levels; - a method for representing concern and barrier overall assessments in a graphical form and for identifying where capabilities are required to achieve desired higher levels of interoperability.

ISO 15746-1:2015 establishes a framework and general functionality of a method for integration of advanced process control and optimization (APC-O) capabilities for manufacturing systems. The goal is to reduce the cost and risk associated with developing and implementing integrated APC-O capabilities. The scope of ISO 15746-1:2015 is limited to specifying the set of concepts, terms, definitions and the associated rules for describing the required functional capabilities of APC-O units. The following are outside the scope of ISO 15746-1:2015: · definition and specification of an interface or communication protocol between APC-O capabilities; · requirement and restriction of a specific technical specification when developing and implementing APC-O systems; · strategy and method of a certain APC-O system.

ISO 22400 specifies an industry-neutral framework for defining, composing, exchanging, and using key performance indicators (KPIs) for manufacturing operations management (MOM), as defined in IEC 62264‑1 for batch, continuous and discrete industries. ISO 22400-1:2014: provides an overview of what a KPI is, presents concepts of relevance for working with KPIs including criteria for constructing KPIs, specifies terminology related to KPIs, and describes how a KPI can be used.

ISO 22400 defines key performance indicators (KPIs) used in manufacturing operations management. ISO 22400-2:2014 specifies a selected number of KPIs in current practice. The KPIs are presented by means of their formula and corresponding elements, their time behaviour, their unit/dimension and other characteristics. ISO 22400-2:2014 also indicates the user group where the KPIs are used, and the production methodology to which they correspond. With reference to equipment, the KPIs in ISO 22400-2:2014 relate to work units, as specified in IEC 62264.

ISO/TR 18161:2013 describes an approach for using ISO 16100 and ISO 18435 to specify information exchange requirements between applications. This approach is based on the use of ISO 18435 application integration matrix element (AIME)/application domain matrix element (ADME) templates in conjunction with ISO 16100 manufacturing software unit (MSU) capability profiles. ISO/TR 18161:2013 also provides an example approach as applied to describing the interoperability requirements of the integrated smart pump application, which comprises the pump control application and the pump diagnostics application.

IEC 62264-1:2013 describes the manufacturing operations management domain (Level 3) and its activities, and the interface content and associated transactions within Level 3 and between Level 3 and Level 4. This description enables integration between the manufacturing operations and control domain (Levels 3, 2, 1) and the enterprise domain (Level 4). Its goals are to increase uniformity and consistency of interface terminology and reduce the risk, cost, and errors associated with implementing these interfaces. IEC 62264-1 can be used to reduce the effort associated with implementing new product offerings. This second edition cancels and replaces the first edition published in 2003. It constitutes a technical revision and includes the following significant technical changes with respect to the previous edition: - the functional hierarchy in 5.2 was extended using the definitions from IEC 62264-3; - the equipment hierarchy in 5.3 was extended using the definitions from IEC 62264-3; - a physical asset equipment model was added in 5.3; - the generic model of manufacturing operations management categories in Clause 7 was added using information from IEC 62264-3; - the formal UML models that were in Clause 7 were moved to IEC 62264-2 and the remaining data definitions are now in Clause 8; - the capacity and capability model in Clause 8 was extended; - new Annexes A and B were moved from IEC 62264-3; - Subclause 5.5 on the decision hierarchy was removed and a reference added to ISO 15704; - Annex C, D, E were moved to a Technical Report; - Annex F was removed.

ISO 18435-2:2012 defines the structures and templates for an application interaction matrix element; an application domain matrix element. ISO 18435-2:2012 also defines the relationship between these types of elements.

ISO 20242-3:2011 defines a service interface for the communication with virtual devices comprising capabilities of software modules and physical devices, accessed via resource management services as defined in ISO 20242-2.

ISO 20242-4:2011 defines the formatting, syntax and semantic rules for describing device and coordinator capabilities with XML schema, and the configuration of devices with XML.

The purpose of ISO 11354-1:2011 is to specify a Framework for Enterprise Interoperability (FEI) that establishes dimensions and viewpoints to address interoperability barriers, their potential solutions, and the relationships between them. ISO 11354 applies to manufacturing enterprises, but can also apply to other kinds of enterprises. It is intended for use by stakeholders who are concerned with developing and deploying solutions based on information and communication technology for manufacturing enterprise process interoperability. It focuses on, but is not restricted to, enterprise (manufacturing or service) interoperability. ISO 11354-1:2011 specifies the following: viewpoints for addressing stakeholder concerns for the exchange of entities (information objects or physical objects) at the operational levels of enterprises at which interoperability is required; a framework for structuring these stakeholder concerns (business, process, service, data), the barriers relating to enterprise interoperability (conceptual, technological, organizational) and the approaches to overcome barriers (integrated, unified, federated), with contents identifying the various kinds of solutions available to enable interoperability. ISO 11354-1:2011 does not specify the specific mechanisms for the exchange of entities (information objects or physical objects), nor the manner in which interoperability solutions are implemented.

ISO 20242-2:2010 defines a service interface that provides a generic service access point for managing and operating the resources supported by the operating system of a computer and its peripherals, including special hardware on plug-in boards that are used in computer-assisted testing applications. The resource management service interface is intended to be implemented in a manner that offers the exposed services of a computing platform adapter to be generic and independent of the operating system and its communication interfaces.

ISO 16100-1:2009 specifies a framework for the interoperability of a set of software products used in the manufacturing domain and to facilitate its integration into a manufacturing application. This framework addresses information exchange models, software object models, interfaces, services, protocols, capability profiles and conformance test methods.

ISO 18435-1:2009 defines an integration modelling method and its use to integrate diagnostics, capability assessment, prognostics and maintenance applications with production and control applications. The integration of other application aspects, such as security, is outside the scope of ISO 18435.

ISO 16100-5:2009 specifies the methods and rules for matching existing manufacturing software unit (MSU) capability profiles and required capability profiles derived from multiple capability class structures. The methods and rules allow MSUs in manufacturing applications to be evaluated for interoperability and, in some cases, for interchangeability. The following are outside the scope of ISO 16100-5:2009: services for creating, registering and accessing the various templates for the reference manufacturing domain models, the manufacturing domain data and the capability class structures; the conformance tables that reference Type 1 services defined and specified in ISO 16100-3; additional services needed for managing these templates in a database or equivalent object repository.