Enterprise-control system integration - Part 1: Models and terminology

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.

Integration von Unternehmensführungs- und Leitsystemen - Teil 1: Modelle und Terminologie

Intégration des systèmes entreprise-controle - Partie 1: Modèles et terminologie

La CEI 62264-1:2013 décrit le domaine de gestion des activités de la fabrication (niveau 3) et ses activités, et le contenu d'interface et les transactions associées à l'intérieur du niveau 3 et entre niveau 3 et niveau 4. Cette description permet une intégration entre le domaine des activités et du contrôle de la fabrication (niveaux 3, 2, 1) et le domaine de l'entreprise (niveau 4). Ses objectifs sont d'augmenter l'uniformité et la cohérence de la terminologie d'interface et de réduire le risque, le coût et les erreurs associées à la mise en oeuvre de ces interfaces. La CEI 62264-1 peut être utilisée pour réduire l'effort associé à la mise en oeuvre de nouvelles offres de produits. Le but est d'obtenir un système d'entreprise et des systèmes de contrôle qui interagissent et s'intègrent facilement. Cette deuxième édition annule et remplace la première édition, parue en 2003. Elle constitue une révision technique et inclut les modifications techniques suivantes: - la hiérarchie fonctionnelle en 5.2 a été développée en utilisant les définitions de la CEI 62264-3; - la hiérarchie d'équipements en 5.3 a été développée en utilisant les définitions de la CEI 62264-3; - un modèle d'équipements à actifs physiques a été ajouté à 5.3; - le modèle générique des catégories de gestion des activités de fabrication à l'Article 7 a été ajouté en utilisant les informations de la CEI 62264-3; - les modèles UML formels qui étaient à l'Article 7 ont été déplacés vers la CEI 62264-2 et les définitions de données restantes sont maintenant à l'Article 8; - le modèle de capacité et de capabilité à l'Article 8 a été développé; - des nouvelles Annexes A et B ont été déplacées depuis la CEI 62264-3; - le Paragraphe 5.5 relatif à la hiérarchie de décision a été supprimé et une référence a été ajoutée à l'ISO 15704; - les Annexes C, D et E ont été supprimées et déplacée vers un Rapport technique; - l'Annexe F a été supprimée.

Integracija sistemov za upravljanje podjetij - 1. del: Modeli in terminologija (IEC 62264-1:2013)

Ta del družine standardov IEC 62264 opisuje domeno vodenja proizvodnje (3. stopnja) in njene dejavnosti ter vmesniško vsebino in povezane transakcije znotraj 3. stopnje ter med 3. in 4. stopnjo. Ta opis omogoča integracijo med proizvodno in nadzorno domeno (3., 2. in 1. stopnja) ter poslovno domeno (4. stopnja). Vmesniška vsebina med 3. in 2. stopnjo je obravnavana le na kratko. Cilji so povečanje enotnosti in usklajenosti vmesniške terminologije ter zmanjšanje tveganja, stroškov in napak, povezanih z izvajanjem teh vmesnikov. Standard IEC 62264-1 se lahko uporabi za zmanjšanje napora, povezanega z izvajanjem novih proizvodov. Cilj je oblikovanje poslovnih in nadzornih sistemov, ki so interoperabilni in se preprosto integrirajo. Področje uporabe tega dela standarda IEC 62264 je omejeno na: a) predstavitev poslovne domene ter proizvodne in nadzorne domene; b) definicijo treh hierarhičnih modelov; funkcionalnega hierarhičnega modela, hierarhičnega modela na podlagi vloge opreme in hierarhičnega modela opredmetenih sredstev; c) seznam funkcij, povezanih z vmesnikom med proizvodnimi in nadzornimi funkcijami ter poslovnimi funkcijami; ter d) opis informacij, ki se delijo med proizvodnimi in nadzornimi funkcijami ter poslovnimi funkcijami.

General Information

Status
Published
Publication Date
26-Sep-2013
Technical Committee
Drafting Committee
Current Stage
6060 - Document made available
Due Date
26-Sep-2013
Completion Date
27-Sep-2013

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SLOVENSKI STANDARD
SIST EN 62264-1:2013
01-november-2013
1DGRPHãþD
SIST EN 62264-1:2008

Integracija sistemov za upravljanje podjetij - 1. del: Modeli in terminologija (IEC

62264-1:2013)

Enterprise system integration - Part 1: Models and terminology (IEC 62264-1:2013)

Integration von Unternehmensführungs- und Leitsystemen - Teil 1: Modelle und
Terminologie (IEC 62264-1:2013)

Intégration du système de commande d’entreprise - Partie 1: Modèles et terminologie

(CEI 62264-1:2013)
Ta slovenski standard je istoveten z: EN 62264-1:2013
ICS:
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 62264-1:2013 en

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

---------------------- Page: 1 ----------------------
SIST EN 62264-1:2013
---------------------- Page: 2 ----------------------
SIST EN 62264-1:2013
EUROPEAN STANDARD
EN 62264-1
NORME EUROPÉENNE
September 2013
EUROPÄISCHE NORM
ICS 25.040; 35.240.50 Supersedes EN 62264-1:2008
English version
Enterprise-control system integration -
Part 1: Models and terminology
(IEC 62264-1:2013)
Intégration des systèmes entreprise- Integration von Unternehmensführungs-
contrôle - und Leitsystemen -
Partie 1: Modèles et terminologie Teil 1: Modelle und Terminologie
(CEI 62264-1:2013) (IEC 62264-1:2013)

This European Standard was approved by CENELEC on 2013-06-26. 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, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom.

CENELEC
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

© 2013 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.

Ref. No. EN 62264-1:2013 E
---------------------- Page: 3 ----------------------
SIST EN 62264-1:2013
EN 62264-1:2013 - 2 -
Foreword

The text of document 65E/285/FDIS, future edition 2 of IEC 62264-1, prepared by SC 65E "Devices and

integration in enterprise systems", of IEC/TC 65 "Industrial-process measurement, control and

automation", in co-operation with ISO/TC 184/SC5 "Interoperability, integration and architectures for

enterprise systems and automation applications" was submitted to the IEC-CENELEC parallel vote and

approved by CENELEC as EN 62264-1:2013.
The following dates are fixed:
(dop) 2014-03-26
• latest date by which the document has
to be implemented at national level by
publication of an identical national
standard or by endorsement
(dow) 2016-06-26
• latest date by which the national
standards conflicting with the
document have to be withdrawn
This document supersedes EN 62264-1:2008.

EN 62264-1:2013 includes the following significant technical changes with respect to EN 62264-1:2008:

a) the functional hierarchy in 5.2 was extended using the definitions from EN 62264-3;

b) the equipment hierarchy in 5.3 was extended using the definitions from EN 62264-3;

c) a physical asset equipment model was added in 5.3;

d) the generic model of manufacturing operations management categories in Clause 7 was added using

information from EN 62264-3;

e) the formal UML models that were in Clause 7 were moved to EN 62264-2 and the remaining data

definitions are now in Clause 8;
f) the capacity and capability model in Clause 8 was extended;
g) a new Annex A was moved from EN 62264-3;
h) a new Annex B was moved from EN 62264-3;

i) subclause 5.5 on the decision hierarchy was removed and a reference added to ISO 15704 which is

now available;
j) old Annex C was removed and moved to a Technical Report;
k) old Annex D was removed and, moved to a Technical Report;
l) old Annex E was removed and moved to a Technical Report;
m) old Annex F was removed.

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 62264-1:2013 was approved by CENELEC as a European

Standard without any modification.

In the official version, for Bibliography, the following note has to be added for the standard indicated:

IEC 61512 series NOTE Harmonised in EN 61512 series.
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SIST EN 62264-1:2013
- 3 - EN 62264-1:2013
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 When an international publication has been modified by common modifications, indicated by (mod), the relevant EN/HD

applies.
Publication Year Title EN/HD Year
IEC 61512-1 - Batch control - EN 61512-1 -
Part 1: Models and terminology
IEC 62264-2 - Enterprise-control system integration - EN 62264-2 -
Part 2: Object model attributes
IEC 62264-3 - Enterprise-control system integration - EN 62264-3 -
Part 3 Activity models of manufacturing
operations management
IEC 62264-5 - Enterprise system integration - EN 62264-5 -
Part 5: Business to manufacturing
transactions
ISO/IEC 19501 - Information technology - Open Distributed - -
Processing - Unified Modeling Language
(UML)
ISO 15704 - Industrial automation systems - Requirements - -
for enterprise-reference architectures and
methodologies
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SIST EN 62264-1:2013
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SIST EN 62264-1:2013
IEC 62264-1
Edition 2.0 2013-05
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Enterprise-control system integration –
Part 1: Models and terminology
Intégration des systèmes entreprise-contrôle –
Partie 1: Modèles et terminologie
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
PRICE CODE
INTERNATIONALE
CODE PRIX XC
ICS 25.040; 35.240.50 ISBN 978-2-83220-734-5

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.

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SIST EN 62264-1:2013
– 2 – 62264-1 © IEC:2013
CONTENTS

FOREWORD ........................................................................................................................... 5

INTRODUCTION ..................................................................................................................... 7

1 Scope ............................................................................................................................... 9

2 Normative references ....................................................................................................... 9

3 Terms, definitions and abbreviations .............................................................................. 10

3.1 Terms and definitions ............................................................................................ 10

3.2 Abbreviations ........................................................................................................ 15

4 Enterprise-control system integration overview ............................................................... 15

5 Hierarchy models ........................................................................................................... 17

5.1 Hierarchy model introduction ................................................................................. 17

5.2 Functional hierarchy .............................................................................................. 17

5.2.1 Hierarchy levels ......................................................................................... 17

5.2.2 Criteria for inclusion in manufacturing operations and control domain ........ 19

5.2.3 Level 4 activities ........................................................................................ 19

5.2.4 Level 3 activities ........................................................................................ 20

5.3 Role-based equipment hierarchy ........................................................................... 22

5.3.1 Role-based equipment hierarchy model ..................................................... 22

5.3.2 Enterprise .................................................................................................. 24

5.3.3 Site............................................................................................................ 24

5.3.4 Area .......................................................................................................... 24

5.3.5 Work center and work unit ......................................................................... 24

5.3.6 Production unit and unit ............................................................................. 26

5.3.7 Production line and work cell ..................................................................... 26

5.3.8 Process cell and unit ................................................................................. 26

5.3.9 Storage zone and storage unit ................................................................... 26

5.4 Physical asset equipment hierarchy ....................................................................... 27

6 Functional data flow model ............................................................................................. 28

6.1 Functional data flow model contents ...................................................................... 28

6.2 Functional data flow model notation ...................................................................... 28

6.3 Functional model ................................................................................................... 29

6.4 Functions .............................................................................................................. 30

6.4.1 Order processing ....................................................................................... 30

6.4.2 Production scheduling ............................................................................... 30

6.4.3 Production control ..................................................................................... 31

6.4.4 Material and energy control ....................................................................... 33

6.4.5 Procurement .............................................................................................. 33

6.4.6 Quality assurance ...................................................................................... 33

6.4.7 Product inventory control ........................................................................... 34

6.4.8 Product cost accounting ............................................................................ 34

6.4.9 Product shipping administration ................................................................. 35

6.4.10 Maintenance management ......................................................................... 35

6.4.11 Marketing and sales .................................................................................. 36

6.4.12 Research, development, and engineering .................................................. 36

6.5 Information flows ................................................................................................... 36

6.5.1 Information flow descriptions ..................................................................... 36

6.5.2 Schedule ................................................................................................... 36

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SIST EN 62264-1:2013
62264-1 © IEC:2013 – 3 –

6.5.3 Production from plan ................................................................................. 36

6.5.4 Production capability ................................................................................. 36

6.5.5 Material and energy order requirements .................................................... 37

6.5.6 Incoming order confirmation ...................................................................... 37

6.5.7 Long-term material and energy requirements ............................................. 37

6.5.8 Short-term material and energy requirements ............................................ 37

6.5.9 Material and energy inventory .................................................................... 38

6.5.10 Production cost objectives ......................................................................... 38

6.5.11 Production performance and costs ............................................................. 38

6.5.12 Incoming material and energy receipt ........................................................ 38

6.5.13 Quality assurance results .......................................................................... 38

6.5.14 Standards and customer requirements ....................................................... 39

6.5.15 Product and process requirements ............................................................ 39

6.5.16 Finished goods waiver ............................................................................... 39

6.5.17 In-process waiver request .......................................................................... 39

6.5.18 Finished goods inventory ........................................................................... 39

6.5.19 Process data ............................................................................................. 40

6.5.20 Pack-out schedule ..................................................................................... 40

6.5.21 Product and process information request ................................................... 40

6.5.22 Maintenance requests ............................................................................... 40

6.5.23 Maintenance responses ............................................................................. 40

6.5.24 Maintenance standards and methods ......................................................... 41

6.5.25 Maintenance technical feedback ................................................................ 41

6.5.26 Product and process technical feedback .................................................... 41

6.5.27 Maintenance purchase order requirements ................................................ 41

6.5.28 Production order ........................................................................................ 41

6.5.29 Availability ................................................................................................. 42

6.5.30 Release to ship .......................................................................................... 42

6.5.31 Confirm to ship .......................................................................................... 42

7 Manufacturing operations management .......................................................................... 42

7.1 Manufacturing operations management activities................................................... 42

7.2 Manufacturing operations management categories ................................................ 42

7.3 Other activities within manufacturing operations management ............................... 43

7.4 Manufacturing operations management resources ................................................. 44

8 Information model ........................................................................................................... 44

8.1 Model explanation ................................................................................................. 44

8.2 Manufacturing operations information categories ................................................... 44

8.3 Production operations management information .................................................... 45

8.3.1 Information areas ...................................................................................... 45

8.3.2 Production capability information ............................................................... 47

8.3.3 Product definition information .................................................................... 51

8.3.4 Production schedule and production performance information ................... 55

8.3.5 Segment relationships ............................................................................... 56

9 Completeness, compliance and conformance ................................................................. 57

9.1 Completeness ....................................................................................................... 57

9.2 Compliance ........................................................................................................... 57

9.3 Conformance ......................................................................................................... 57

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SIST EN 62264-1:2013
– 4 – 62264-1 © IEC:2013

Annex A (informative) Other enterprise activities affecting manufacturing operations

management ......................................................................................................................... 58

Annex B (informative) Associated standards ....................................................................... 63

Annex C (informative) Business drivers and key performance indicators ............................. 67

Annex D (informative) Questions and answers about the IEC 62264 series .......................... 74

Bibliography .......................................................................................................................... 76

Figure 1 – Outline of models in the standard ......................................................................... 16

Figure 2 – Enterprise-control system interface ...................................................................... 17

Figure 3 – Functional hierarchy ............................................................................................. 18

Figure 4 – Role-based equipment hierarchy .......................................................................... 23

Figure 5 – Example of defined types of work centers and work units ..................................... 25

Figure 6 – Example of a physical asset hierarchy related to role-based equipment

hierarchy .............................................................................................................................. 28

Figure 7 – Functional model .................................................................................................. 30

Figure 8 – Manufacturing operations management model ..................................................... 43

Figure 9 – Manufacturing operations information ................................................................... 45

Figure 11 – Areas of production operations management information ................................... 47

Figure 12 – Production capability information ........................................................................ 47

Figure 13 – Current and future capacities ............................................................................. 48

Figure 14 – Future capacity confidence factor ....................................................................... 49

Figure 15 – Past capacity unused capacity reasons .............................................................. 50

Figure 16 – Process segment capabilities ............................................................................. 51

Figure 17 – Production information definition ........................................................................ 52

Figure 18 – Product segment relation to process segment .................................................... 53

Figure 19 – Example of nested product segments ................................................................. 54

Figure 20 – Possible information overlaps ............................................................................. 54

Figure 21 – Production information ....................................................................................... 55

Figure 22 – Segment relationships ........................................................................................ 57

Figure A.1 – Other enterprise activities affecting manufacturing operations .......................... 58

Figure A.2 – Functions in management of regulatory compliance .......................................... 61

Figure C.1 – Multiple business and production processes ..................................................... 68

Table 1 – Storage zone and storage unit examples ............................................................... 27

Table 2 – Yourdon-DeMarco notation used ........................................................................... 29

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SIST EN 62264-1:2013
62264-1 © IEC:2013 – 5 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
_____________
ENTERPRISE-CONTROL SYSTEM INTEGRATION –
Part 1: Models and terminology
FOREWORD

1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising

all national electrotechnical committees (IEC National Committees). The object of IEC is to promote

international co-operation on all questions concerning standardization in the electrical and electronic fields. To

this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,

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with the International Organization for Standardization (ISO) in accordance with conditions determined by

agreement between the two organizations.

2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international

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5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity

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6) All users should ensure that they have the latest edition of this publication.

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other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and

expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC

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8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is

indispensable for the correct application of this publication.

9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of

patent rights. IEC shall not be held responsible for identifying any or all such patent rights.

International Standard IEC 62264-1 has been prepared by subcommittee 65E: Devices and

integration in enterprise systems, of IEC technical committee 65: Industrial-process

measurement, control and automation, in co-operation with ISO technical committee 184/SC5:

Interoperability, integration and architectures for enterprise systems and automation

applications.
It is published as a double logo standard.

This standard is based upon ANSI/ISA-95.00.01-2010, Enterprise-Control System Integration

– Part 1: Models and terminology. It is used with permission of the copyright holder, the

Instrumentation, Systems and Automation Society (ISA). ISA encourages the use and

application of its industry standards on a global basis.

This second edition cancels and replaces the first edition published in 2003. This edition

constitutes a technical revision.
---------------------- Page: 11 ----------------------
SIST EN 62264-1:2013
– 6 – 62264-1 © IEC:2013

This edition includes the following significant technical changes with respect to the previous

edition:
a) the functional hierarchy in 5.2 was extended using the definitions from
IEC 62264-3;

b) the equipment hierarchy in 5.3 was extended using the definitions from IEC 62264-3;

c) a physical asset equipment model was added in 5.3;

d) the generic model of manufacturing operations management categories in Clause 7 was

added using information from IEC 62264-3;
e) 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;
f) the capacity and capability model in Clause 8 was extended;
g) a new Annex A was moved from IEC 62264-3;
h) a new Annex B was moved from IEC 62264-3;
i) Subclause 5.5 on the decision hierarchy was removed and a reference added to
ISO 15704 which is now available;
j) old Annex C was removed and moved to a Technical Report;
k) old Annex D was removed and, moved to a Technical Report;
l) old Annex E was removed and moved to a Technical Report;
m) old Annex F was removed.
The text of this standard is based on the following documents of IEC:
FDIS Report on voting
65E/285/FDIS 65E/298/RVD

Full information on the voting for the approval of this standard can be found in the report on

voting indicated in the above table. In ISO, the standard has been approved by 10 P members

out of 10 having cast a vote.

This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.

A list of all parts in the IEC 62264 series, published under the general title Enterprise control

system integration can be found on the IEC website.

The committee has decided that the contents of this publication will remain unchanged until

the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data

related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.

IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates

that it contains colours which are considered to be useful for the correct

understanding of its contents. Users should therefore print this document using a

colour printer.
---------------------- Page: 12 ----------------------
SIST EN 62264-1:2013
62264-1 © IEC:2013 – 7 –
INTRODUCTION

This part of IEC 62264 is limited to describing the relevant functions in the enterprise and the

manufacturing and control domains and which information is normally exchanged between

these domains. Subsequent parts will address how this information can be exchanged in a

robust, secure, and cost-effective manner preserving the integrity of the complete system. For

purposes of IEC 62264-1, the manufacturing and control domain includes manufact
...

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