Enterprise-control system integration - Part 3: Activity models of manufacturing operations management

It defines activity models of manufacturing operations management that enable enterprise system to control system integration. The activities defined 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. The scope of this standard is limited to: - a model of the activities associated with manufacturing operations management, Level 3 functions; - an identification of some of the data exchanged between Level 3 activities.

Integration von Unternehmensführungs- und Leitsystemen - Teil 3: Aktivitätsmodelle für das Betriebsmanagement

Intégration des systèmes entreprise-contrôle - Partie 3: Modèles d’activités pour la gestion des opérations de fabrication

L’IEC 62264-3:2016 définit des modèles de gestion des opérations de fabrication permettant l’intégration des systèmes de commande d’entreprise. Les activités définies dans le présent document sont cohérentes avec les définitions des modèles d’objets données dans l’IEC 62264-1. Les activités modélisées agissent entre les fonctions de planification et de logistique d’entreprises, définies comme étant des fonctions de Niveau 4, et les fonctions de contrôle de processus, définies comme étant des fonctions de Niveau 2 de l’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. Cette édition constitue une révision technique. Cette édition inclut les modifications techniques majeures suivantes par rapport à l'édition précédente: a) 4.1 Gestion des opérations de fabrication déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; b) 4.2 Hiérarchie fonctionnelle déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; c) 4.4 Critère pour la définition des activités au-dessous du niveau 4 déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; d) 4.5 Catégories d’informations de production déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; e) 4.6 Informations sur les opérations de production déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; f)  5.3 Modèle développé de hiérarchie d’équipement déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; g) 5.4 Modèle développé de hiérarchie de décision supprimé de la Partie 3. La section correspondante a été supprimée de la Partie 1 et remplacée par une référence à l’ISO 15704; h) Annexe A (informative) Autres activités d’entreprise affectant les opérations de fabrication déplacée dans la Partie 1 et, par conséquent, supprimée de la Partie 3; i) Annexe D (informative) Normes associées déplacée dans la Partie 1 et, par conséquent, supprimée de la Partie 3; j) Annexe F (informative) Application du modèle hiérarchique de décision à la gestion des opérations de fabrication supprimée de la Partie 3. La section correspondante a été supprimée de la Partie 1 et remplacée par une référence à l’ISO 15704; k) Annexe G (informative) Application de l’ontologie PSLX à la gestion des opérations de fabrication supprimée de la Partie 3. Le comité a considéré que cette section était plus appropriée sous forme d’un livre blanc ou rapport technique PSLX. Modification des désignations des données pour correspondre à celles de la Partie 4. Ces modifications de désignations ont été apportées dans toutes les figures et dans l’ensemble du texte.

Integracija sistemov za upravljanje podjetij - 3. del: Model aktivnosti vodenja proizvodnje (IEC 62264-3:2016)

Določa modele aktivnosti vodenja proizvodnje, ki sistemu v podjetju omogočajo nadzor integracije sistema. Opredeljene aktivnosti so v skladu z definicijami objektnega modela v standardu IEC 62264-1. Modelirane aktivnosti delujejo med poslovnim načrtovanjem in logističnimi funkcijami, ki so opredeljene kot funkcije 4. ravni, in funkcijami za procesni nadzor, ki so opredeljene kot funkcije 2. ravni v standardu IEC 62264-1. Obseg tega standarda je omejen na: – model aktivnosti, povezanih z aktivnostmi vodenja proizvodnje, funkcije 3. ravni; – določitev nekaterih podatkov, izmenjanih med aktivnostmi 3. stopnje.

General Information

Status
Published
Publication Date
23-Mar-2017
Technical Committee
Drafting Committee
Current Stage
6060 - Document made available
Due Date
24-Mar-2017
Completion Date
24-Mar-2017

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SLOVENSKI STANDARD
SIST EN 62264-3:2017
01-september-2017
1DGRPHãþD
SIST EN 62264-3:2007
Integracija sistemov za upravljanje podjetij - 3. del: Model aktivnosti vodenja
proizvodnje (IEC 62264-3:2016)
Enterprise-control system integration - Part 3: Activity models of manufacturing
operations management (IEC 62264-3:2016)

Integration von Unternehmens-EDV und Leitsystemen - Teil 3: Aktivitätsmodelle für das

operative Produktionsmanagement (IEC 62264-3:2016)

Intégration du système de commande d'entreprise - Partie 3 : modèles d'activités pour la

gestion des opérations de fabrication (IEC 62264-3:2016)
Ta slovenski standard je istoveten z: EN 62264-3:2017
ICS:
03.100.01 Organizacija in vodenje Company organization and
podjetja na splošno management in general
25.040.01 Sistemi za avtomatizacijo v Industrial automation
industriji na splošno systems in general
35.240.50 Uporabniške rešitve IT v IT applications in industry
industriji
SIST EN 62264-3:2017 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
SIST EN 62264-3:2017
---------------------- Page: 2 ----------------------
SIST EN 62264-3:2017
EUROPEAN STANDARD EN 62264-3
NORME EUROPÉENNE
EUROPÄISCHE NORM
March 2017
ICS 25.040.01; 35.240.50 Supersedes EN 62264-3:2007
English Version
Enterprise-control system integration - Part 3: Activity models of
manufacturing operations management
(IEC 62264-3:2016)

Intégration des systèmes entreprise-contrôle - Partie 3: Integration von Unternehmensführungs- und Leitsystemen -

Modèles d'activités pour la gestion des opérations de Teil 3: Aktivitätsmodelle für das Betriebsmanagement

fabrication (IEC 62264-3:2016)
(IEC 62264-3:2016)

This European Standard was approved by CENELEC on 2017-01-20. CENELEC members are bound to comply with the CEN/CENELEC

Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.

Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC

Management Centre or to any CENELEC member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by translation

under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the

same status as the official versions.

CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic,

Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,

Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden,

Switzerland, Turkey and the United Kingdom.
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels

© 2017 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.

Ref. No. EN 62264-3:2017 E
---------------------- Page: 3 ----------------------
SIST EN 62264-3:2017
EN 62264-3:2017
European foreword

The text of document 65E/456/CDV, future edition 2 of IEC 62264-3, prepared by SC 65E “Devices

and integration in enterprise systems” of IEC/TC 65 “Industrial process measurement, control and

automation" was submitted to the IEC-CENELEC parallel vote and approved by CENELEC as

EN 62264-3:2017.
The following dates are fixed:
• latest date by which the document has to be (dop) 2017-10-20
implemented at national level by
publication of an identical national
standard or by endorsement
(dow) 2020-01-20
• latest date by which the national
standards conflicting with the
document have to be withdrawn
This document supersedes EN 62264-3:2007.

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. CENELEC [and/or CEN] shall not be held responsible for identifying any or all such

patent rights.
Endorsement notice

The text of the International Standard IEC 62264-3:2016 was approved by CENELEC as a European

Standard without any modification.

In the official version, for Bibliography, the following notes have to be added for the standards

indicated:
IEC 61512-1 NOTE Harmonized as EN 61512-1
IEC 61512-2 NOTE Harmonized as EN 61512-2
IEC 62264-4 NOTE Harmonized as EN 62264-4
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SIST EN 62264-3:2017
EN 62264-3:2017
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications

The following documents, in whole or in part, are normatively referenced in this document and are

indispensable for its application. For dated references, only the edition cited applies. For undated

references, the latest edition of the referenced document (including any amendments) applies.

NOTE 1 When an International Publication has been modified by common modifications, indicated by (mod), the relevant

EN/HD applies.

NOTE 2 Up-to-date information on the latest versions of the European Standards listed in this annex is available here:

www.cenelec.eu.
Publication Year Title EN/HD Year
IEC 62264-1 - Enterprise-control system integration -- EN 62264-1 -
Part 1: Models and terminology
IEC 62264-2 - Enterprise-control system integration - Part EN 62264-2 -
2: Objects and attributes for enterprise-
control system integration
ISO 22400-1 - Automation systems and integration - Key - -
performance indicators (KPIs) for
manufacturing operations management -
Part 1: Overview, concepts and
terminology
ISO 22400-2 - Automation systems and integration - Key - -
performance indicators (KPIs) for
manufacturing operations management -
Part 2: Definitions and descriptions
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SIST EN 62264-3:2017
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SIST EN 62264-3:2017
IEC 62264-3
Edition 2.0 2016-12
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Enterprise-control system integration –
Part 3: Activity models of manufacturing operations management
Intégration des systèmes entreprise-contrôle –
Partie 3: Modèles d’activités pour la gestion des opérations de fabrication
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 25.040.40; 35.240.50 ISBN 978-2-8322-3698-7

Warning! Make sure that you obtained this publication from an authorized distributor.

Attention! Veuillez vous assurer que vous avez obtenu cette publication via un distributeur agréé.

---------------------- Page: 7 ----------------------
SIST EN 62264-3:2017
– 2 – IEC 62264-3:2016 © IEC 2016
CONTENTS

FOREWORD ........................................................................................................................... 7

INTRODUCTION ................................................................................................................... 10

1 Scope ............................................................................................................................ 11

2 Normative references .................................................................................................... 11

3 Terms, definitions and abbreviations ............................................................................. 11

3.1 Terms and definitions............................................................................................ 11

3.2 Abbreviations ........................................................................................................ 13

4 Structuring concepts ...................................................................................................... 14

4.1 Activity models ...................................................................................................... 14

4.2 Manufacturing operations management elements .................................................. 14

5 Structuring models ........................................................................................................ 15

5.1 Generic template for categories of manufacturing operations management ........... 15

5.1.1 Template for management of operations ........................................................ 15

5.1.2 Use of the generic model ............................................................................... 15

5.1.3 Generic activity model ................................................................................... 15

5.2 Interaction among generic activity models ............................................................. 16

5.2.1 Information flows between generic activity models ......................................... 16

5.2.2 Handling resources within the generic activity models ................................... 17

5.2.3 Scheduling interactions.................................................................................. 17

5.3 Hierarchy of planning and scheduling.................................................................... 18

5.4 Resource definition for scheduling activities .......................................................... 19

5.4.1 Consumed resources and non-consumed resources ...................................... 19

5.4.2 Resource capacity and availability ................................................................. 20

6 Production operations management ............................................................................... 20

6.1 General activities in production operations management ....................................... 20

6.2 Production operations management activity model ................................................ 21

6.3 Information exchange in production operations management ................................ 22

6.3.1 Equipment and process specific production rules ........................................... 22

6.3.2 Operational commands .................................................................................. 22

6.3.3 Operational responses ................................................................................... 22

6.3.4 Equipment and process specific data ............................................................. 22

6.4 Product definition management ............................................................................. 22

6.4.1 Activity definition of product definition management ....................................... 22

6.4.2 Activity model of product definition management ........................................... 23

6.4.3 Tasks in product definition management ........................................................ 23

6.4.4 Product definition management information ................................................... 24

6.5 Production resource management ......................................................................... 24

6.5.1 Activity definition of production resource management ................................... 24

6.5.2 Activity model of production resource management ....................................... 25

6.5.3 Tasks in production resource management .................................................... 25

6.5.4 Production resource management information ............................................... 27

6.6 Detailed production scheduling ............................................................................. 28

6.6.1 Activity definition of detailed production scheduling ....................................... 28

6.6.2 Activity model of detailed production scheduling ............................................ 28

6.6.3 Tasks in detailed production scheduling ........................................................ 29

6.6.4 Detailed production scheduling information .................................................... 31

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SIST EN 62264-3:2017
IEC 62264-3:2016 © IEC 2016 – 3 –

6.7 Production dispatching .......................................................................................... 31

6.7.1 Activity definition of production dispatching ................................................... 31

6.7.2 Activity model of production dispatching ........................................................ 32

6.7.3 Tasks in production dispatching ..................................................................... 32

6.7.4 Production dispatching information ................................................................ 34

6.8 Production execution management ....................................................................... 35

6.8.1 Activity definition of production execution management ................................. 35

6.8.2 Activity model of production execution management ...................................... 35

6.8.3 Tasks in production execution management .................................................. 36

6.9 Production data collection ..................................................................................... 37

6.9.1 Activity definition in production data collection ............................................... 37

6.9.2 Activity model of production data collection ................................................... 37

6.9.3 Tasks in production data collection ................................................................ 37

6.10 Production tracking ............................................................................................... 38

6.10.1 Activity definition of production tracking ......................................................... 38

6.10.2 Activity model of production tracking .............................................................. 38

6.10.3 Tasks in production tracking .......................................................................... 38

6.11 Production performance analysis .......................................................................... 40

6.11.1 Activity definition of production performance analysis .................................... 40

6.11.2 Activity model of production performance analysis ......................................... 40

6.11.3 Tasks in production performance analysis ..................................................... 40

7 Maintenance operations management ........................................................................... 44

7.1 General activities in maintenance operations management ................................... 44

7.2 Maintenance operations management activity model ............................................. 44

7.3 Information exchanged in maintenance operations management ........................... 45

7.3.1 Maintenance information ................................................................................ 45

7.3.2 Maintenance definitions ................................................................................. 45

7.3.3 Maintenance capability .................................................................................. 46

7.3.4 Maintenance request ..................................................................................... 46

7.3.5 Maintenance response ................................................................................... 46

7.3.6 Equipment-specific maintenance procedures ................................................. 46

7.3.7 Maintenance commands and procedures ....................................................... 46

7.3.8 Maintenance results ...................................................................................... 47

7.3.9 Equipment state-of-health data ...................................................................... 47

7.4 Maintenance definition management ..................................................................... 47

7.5 Maintenance resource management ...................................................................... 48

7.6 Detailed maintenance scheduling .......................................................................... 48

7.7 Maintenance dispatching ...................................................................................... 49

7.8 Maintenance execution management .................................................................... 49

7.9 Maintenance data collection .................................................................................. 49

7.10 Maintenance tracking ............................................................................................ 49

7.11 Maintenance performance analysis ....................................................................... 50

8 Quality operations management .................................................................................... 51

8.1 General activities in quality operations management ............................................. 51

8.1.1 Quality operations management activities ...................................................... 51

8.1.2 Quality operations scope ............................................................................... 51

8.1.3 Quality test operations management .............................................................. 51

8.1.4 Types of testing ............................................................................................. 52

8.1.5 Testing locations and times ........................................................................... 52

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SIST EN 62264-3:2017
– 4 – IEC 62264-3:2016 © IEC 2016

8.1.6 Quality systems ............................................................................................. 53

8.2 Quality test operations activity model .................................................................... 53

8.3 Information exchanged in quality test operations management .............................. 54

8.3.1 Quality test definitions ................................................................................... 54

8.3.2 Quality test capability .................................................................................... 54

8.3.3 Quality test request ....................................................................................... 55

8.3.4 Quality test response ..................................................................................... 55

8.3.5 Quality parameters and procedures ............................................................... 55

8.3.6 Test commands ............................................................................................. 55

8.3.7 Test responses .............................................................................................. 55

8.3.8 Quality-specific data ...................................................................................... 56

8.4 Quality test definition management ....................................................................... 56

8.5 Quality test resource management ........................................................................ 56

8.6 Detailed quality test scheduling ............................................................................. 57

8.7 Quality test dispatching ......................................................................................... 58

8.8 Quality test execution management ...................................................................... 58

8.8.1 General ......................................................................................................... 58

8.8.2 Testing .......................................................................................................... 58

8.9 Quality test data collection .................................................................................... 59

8.10 Quality test tracking .............................................................................................. 59

8.11 Quality test performance analysis ......................................................................... 59

8.11.1 General ......................................................................................................... 59

8.11.2 Quality resource traceability analysis ............................................................. 60

8.11.3 Quality indicators ........................................................................................... 60

8.12 Supported activities .............................................................................................. 60

9 Inventory operations management ................................................................................. 61

9.1 General activities in inventory operations management ......................................... 61

9.2 Inventory operations management activity model .................................................. 61

9.3 Information exchanged in inventory operations management ................................ 62

9.3.1 Inventory definitions ...................................................................................... 62

9.3.2 Inventory capability ........................................................................................ 63

9.3.3 Inventory requests ......................................................................................... 63

9.3.4 Inventory response ........................................................................................ 63

9.3.5 Inventory storage definitions .......................................................................... 63

9.3.6 Inventory commands...................................................................................... 63

9.3.7 Inventory replies ............................................................................................ 63

9.3.8 Inventory-specific data ................................................................................... 64

9.4 Inventory definition management .......................................................................... 64

9.5 Inventory resource management ........................................................................... 64

9.6 Detailed inventory scheduling ............................................................................... 65

9.7 Inventory dispatching ............................................................................................ 65

9.8 Inventory execution management .......................................................................... 66

9.9 Inventory data collection ....................................................................................... 66

9.10 Inventory tracking ................................................................................................. 67

9.11 Inventory performance analysis ............................................................................ 67

10 Completeness, compliance and conformance ................................................................ 68

10.1 Completeness ....................................................................................................... 68

10.2 Compliance ........................................................................................................... 68

10.3 Conformance ........................................................................................................ 68

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SIST EN 62264-3:2017
IEC 62264-3:2016 © IEC 2016 – 5 –

Annex A (informative) Technical and responsibility boundaries ............................................ 69

A.1 General ................................................................................................................. 69

A.2 Scope of responsibility .......................................................................................... 69

A.3 Actual responsibility .............................................................................................. 71

A.4 Technical integration ............................................................................................. 71

A.5 Defining solutions ................................................................................................. 73

Annex B (informative) Scheduling hierarchy ......................................................................... 74

Annex C (informative) Frequently asked questions............................................................... 76

C.1 Does this standard apply to more than just manufacturing applications? ............... 76

C.2 Why are the models more detailed for production operations management

than for the other categories ? .............................................................................. 76

C.3 What are some of the main expected uses of this standard ? ................................ 76

C.4 How does this standard relate to enterprise-control system integration? ............... 76

C.5 How does this facilitate connection to ERP systems? ............................................ 76

C.6 Why is genealogy not discussed? ......................................................................... 76

C.7 Why are only some information flows shown? ....................................................... 77

C.8 What industry does the standard apply to? ............................................................ 77

C.9 What is the relation between this standard and MES? ........................................... 77

C.10 How does the QA (quality assurance) element in IEC 62264-1 relate to this

standard? ............................................................................................................. 77

Annex D (informative) Advanced planning and scheduling concepts for manufacturing

operations management........................................................................................................ 78

D.1 General ................................................................................................................. 78

D.2 Fundamental technologies of APS ........................................................................ 78

D.3 Decision-making functions of APS ........................................................................ 79

Bibliography .......................................................................................................................... 82

Figure 1 – Activity relationships ............................................................................................ 14

Figure 2 – Generic activity model of manufacturing operations management ........................ 16

Figure 3 – Detailed scheduling interactions ........................................................................... 18

Figure 4 – Schematic relationship of planning and scheduling............................................... 19

Figure 5 –Inventory for a consumable resource ..................................................................... 20

Figure 6 – Activity model of production operations management ........................................... 21

Figure 7 – Product definition management activity model interfaces...................................... 23

Figure 8 – Production resource management activity model interfaces ................................. 25

Figure 9 – Resource management capacity reporting ............................................................ 27

Figure 10 – Detailed production scheduling activity model interfaces .................................... 29

Figure 11 – Splitting and merging production schedules to work schedules .......................... 30

Figure 12 – Work schedule ................................................................................................... 31

Figure 13 – Production dispatching activity model interfaces ................................................ 32

Figure 14 – Work dispatching for mixed process facility ........................................................ 34

Figure 15 – Sample job list and job orders ............................................................................ 35

Figure 16 – Production execution management activity model interfaces .............................. 36

Figure 17 – Production data collection activity model interfaces ............................................ 37

Figure 18 – Production tracking activity model interfaces ...................................................... 38

Figure 19 – Merging and splitting production tracking information ......................................... 39

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SIST EN 62264-3:2017
– 6 – IEC 62264-3:2016 © IEC 2016

Figure 20 – Production performance analysis activity model interfaces ................................. 40

Figure 21 – Activity model of maintenance operations management ...................................... 45

Figure 22 – Activity model of quality test operations management ........................................ 54

Figure 23 – Activity model of inventory operations management ........................................... 62

Figure 24 – Inventory data collection activity model .............................................................. 67

Figure A.1 – Different boundaries of responsibility ................................................................ 70

Figure A.2 – Lines of technical integration ..........................................................

...

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