ETSI TR 103 507 V1.1.1 (2018-10)

SmartM2M; SAREF extension investigation; Requirements for industry and manufacturing domains

DTR/SmartM2M-103507

General Information

• Status: Published
• Publication Date: 01-Oct-2018
• Technical Committee: SmartM2M - Smart M2M
• Current Stage: 12 - Completion
• Due Date: 01-Apr-2019
• Completion Date: 02-Oct-2018

Standards Content (Sample)

ETSI TR 103 507 V1.1.1 (2018-10)






TECHNICAL REPORT
SmartM2M;
SAREF extension investigation;
Requirements for industry and manufacturing domains

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2 ETSI TR 103 507 V1.1.1 (2018-10)



Reference
DTR/SmartM2M-103507
Keywords
industry, IoT, manufacturing, oneM2M, ontology,
SAREF, semantic
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3 ETSI TR 103 507 V1.1.1 (2018-10)
Contents
Intellectual Property Rights . 4
Foreword . 4
Modal verbs terminology . 4
1 Scope . 5
2 References . 5
2.1 Normative references . 5
2.2 Informative references . 5
3 Definitions and abbreviations . 7
3.1 Definitions . 7
3.2 Abbreviations . 7
4 SAREF extension for the Industry and Manufacturing domain . 7
5 Related initiatives . 8
5.1 Introduction . 8
5.2 Standardization initiatives and associations . 8
5.2.1 Industry 4.0 initiatives . 8
5.2.2 Reference Architecture Model for Industry 4.0 (RAMI) . 9
5.2.3 AIOTI . 9
5.3 Standards . 9
5.4 European project Productive 4.0 . 12
6 Use cases . 13
6.1 Use case 1: Zero defect manufacturing . 13
6.2 Use case 2: Smart services for product in use . 14
6.3 Use case 3: Smart product lifecycle . 14
7 Requirements . 15
8 Conclusions . 18
Annex A: Bibliography . 19
History . 20



ETSI

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4 ETSI TR 103 507 V1.1.1 (2018-10)
Intellectual Property Rights
Essential patents
IPRs essential or potentially essential to normative deliverables may have been declared to ETSI. The information
pertaining to these essential IPRs, if any, is publicly available for ETSI members and non-members, and can be found
in ETSI SR 000 314: "Intellectual Property Rights (IPRs); Essential, or potentially Essential, IPRs notified to ETSI in
respect of ETSI standards", which is available from the ETSI Secretariat. Latest updates are available on the ETSI Web
server (https://ipr.etsi.org/).
Pursuant to the ETSI IPR Policy, no investigation, including IPR searches, has been carried out by ETSI. No guarantee
can be given as to the existence of other IPRs not referenced in ETSI SR 000 314 (or the updates on the ETSI Web
server) which are, or may be, or may become, essential to the present document.
Trademarks
The present document may include trademarks and/or tradenames which are asserted and/or registered by their owners.
ETSI claims no ownership of these except for any which are indicated as being the property of ETSI, and conveys no
right to use or reproduce any trademark and/or tradename. Mention of those trademarks in the present document does
not constitute an endorsement by ETSI of products, services or organizations associated with those trademarks.
Foreword
This Technical Report (TR) has been produced by ETSI Technical Committee Smart Machine-to-Machine
communications (SmartM2M).
Modal verbs terminology
In the present document "should", "should not", "may", "need not", "will", "will not", "can" and "cannot" are to be
interpreted as described in clause 3.2 of the ETSI Drafting Rules (Verbal forms for the expression of provisions).
"must" and "must not" are NOT allowed in ETSI deliverables except when used in direct citation.

ETSI

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5 ETSI TR 103 507 V1.1.1 (2018-10)
1 Scope
The present document specifies the requirements for an initial semantic model for industry and manufacturing domains
based on a limited set of use cases and from available existing data model. It includes deployment and related services
aspects. The present document is developed in close collaboration with AIOTI, the H2020 Large Scale Pilots and with
ETSI activities in this domain. Further extensions are envisaged in the future to cover entirely the industry and
manufacturing domains. The associated ETSI TS 103 410-5 [i.9] will define the extension (i.e. the semantic model) for
the industry and manufacturing domains based on the requirements and use cases specified in the present document.
2 References
2.1 Normative references
Normative references are not applicable in the present document.
2.2 Informative references
References are either specific (identified by date of publication and/or edition number or version number) or
non-specific. For specific references, only the cited version applies. For non-specific references, the latest version of the
referenced document (including any amendments) applies.
NOTE: While any hyperlinks included in this clause were valid at the time of publication, ETSI cannot guarantee
their long term validity.
The following referenced documents are not necessary for the application of the present document but they assist the
user with regard to a particular subject area.
[i.1] European Commission and TNO: "Smart Appliances REFerence ontology (SAREF)", April 2015.
NOTE: Available at http://ontology.tno.nl/saref.
[i.2] European Commission and TNO: "D-S4 Final Report - SMART 2013-0077 - Study on Semantic
Assets for Smart Appliances Interoperability", March 2015.
NOTE: Available at https://sites.google.com/site/smartappliancesproject/documents.
[i.3] ETSI TS 103 264 (V2.1.1) (03-2017): "SmartM2M; Smart Appliances; Reference Ontology and
oneM2M Mapping".
[i.4] ETSI TR 103 411 (V1.1.1) (02-2017): "SmartM2M; Smart Appliances; SAREF extension
investigation".
[i.5] ETSI TS 103 410-1: "SmartM2M; Smart Appliances Extension to SAREF; Part 1: Energy
Domain".
[i.6] ETSI TS 103 410-2: "SmartM2M; Smart Appliances Extension to SAREF; Part 2: Environment
Domain".
[i.7] ETSI TS 103 410-3: "SmartM2M; Smart Appliances Extension to SAREF; Part 3: Building
Domain".
[i.8] Adolphs P., Epple U., et al.: "Status Report Reference Architecture Model Industrie 4.0
(RAMI4.0)". Düsseldorf, Frankfurt 2015. VDI - The Association of German Engineers, ZVEI -
German Electrical and Electronic Manufacturers' Association.
[i.9] ETSI TS 103 410-5: "SmartM2M; Extension to SAREF; Part 5: extension to Industry and
Manufacturing Domains".
[i.10] ETSI TS 103 410 series: "SmartM2M; Extension to SAREF".
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6 ETSI TR 103 507 V1.1.1 (2018-10)
[i.11] IEC 62794:2012: "Industrial-process measurement, control and automation - Reference model for
representation of production facilities (digital factory)".
[i.12] IEC 62832: "Industrial-process measurement, control and automation - Digital factory
framework".
[i.13] VDMA 24582: "Fieldbus Neutral Reference Architecture for Condition Monitoring in Factory
Automation".
NOTE: Available at https://www.vdma.org/.
[i.14] ISO/IEC 20140: "Automation systems and integration - Evaluating energy efficiency and other
factors of manufacturing systems that influence the environment".
[i.15] IEC 61804: "Function blocks (FB) for process control and electronic device description language
(EDDL)".
[i.16] IEC 62453: "Field device tool (FDT) interface specification".
[i.17] ISO/IEC 27000:2018: "Information technology -- Security techniques -- Information security
management systems -- Overview and vocabulary".
[i.18] IEC 62443: "Security for industrial automation and control systems".
[i.19] eCl@ss specification.
NOTE: Available at https://www.eclass.eu/.
[i.20] GTIN Management standard, 1.0. June 2016.
[i.21] IEC 62264: "Enterprise-control system integration".
[i.22] IEC 61512: "Batch control".
[i.23] IEC 62541: "OPC Unified Architecture".
[i.24] DIN SPEC 16592: "Combining OPC Unified Architecture and Automation Markup Language".
NOTE: Available at https://www.din.de/en/wdc-beuth:din21:265597431.
[i.25] IEC 61784: "Industrial communication networks - Profiles".
[i.26] Industrial Data Space: "Reference Architecture Model 2017".
NOTE: Available at https://www.internationaldataspaces.org/.
[i.27] IEC 62890: "Life cycle status".
[i.28] ISO 13849: "Safety of machinery -- Safety-related parts of control systems".
[i.29] IEC 62061:2005: "Safety of machinery - Functional safety of safety-related electrical, electronic
and programmable electronic control systems".
[i.30] IEC 61511: "Functional safety - Safety instrumented systems for the process industry sector".
[i.31] IEC 61508: "Functional safety of electrical/electronic/programmable electronic safety-related
systems".
[i.32] IEC 61360: "Standard data element types with associated classification scheme".
[i.33] ISO 13584: " Industrial automation systems and integration -- Parts library".
[i.34] IEC 62424:2016: "Representation of process control engineering - Requests in P&I diagrams and
data exchange between P&ID tools and PCE-CAE tools".
[i.35] IEC 62714: "Engineering data exchange format for use in industrial automation systems
engineering - Automation markup language".
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7 ETSI TR 103 507 V1.1.1 (2018-10)
[i.36] ISO/PAS 17506:2012: "Industrial automation systems and integration -- COLLADA digital asset
schema specification for 3D visualization of industrial data".
[i.37] IEC 61131: "Programmable controllers".
[i.38] IEC 61987: "Industrial-process measurement and control - Data structures and elements in process
equipment catalogues".
3 Definitions and abbreviations
3.1 Definitions
For the purposes of the present document, the following terms and definitions apply:
ontology: formal specification of a conceptualization, used to explicit capture the semantics of a certain reality
3.2 Abbreviations
For the purposes of the present document, the following abbreviations apply:
AIOTI Alliance for the Internet of Things Innovation
AML Automation ML
DIN Deutsches Institut für Normung
EDD Electronic Device Description
EDDL Electronic Device Description Language
FDT Field Device Tool
GTIN Global Trade Item Number
HTTP HyperText Transfer Protocol
INMA Industry and Manufacturing
IoT Internet of Things
ISMS Information Security Management System
IT Information Technology
OPC Object linking and embedding for Process Control
RAMI 4.0 Reference Architectural Model Industrie 4.0
SAREF Smart Appliances REFerence ontology
SAREF4INMA SAREF extension for the Industry & Manufacturing domain
STF Specialists Task Force
TNO Netherlands Organization for Applied Scientific Research
TR Technical Report
TS Technical Specification
UA Unified Architecture
URI Uniform Resource Identifier
VDMA Verband Deutscher Maschinen- und Anlagenbau
XML Extensible Markup Language
4 SAREF extension for the Industry and Manufacturing
domain
SAREF [i.1] is a reference ontology for IoT created in close interaction with the industry during a study requested by
the European Commission in 2015 [i.2] and subsequently transferred into an ETSI TS 103 264 [i.3]. SAREF contains
core concepts that are common to several IoT domains and, to be able to handle specific data elements for a certain
domain, dedicated extensions of SAREF can be created. Each domain can have one or more extensions, depending on
the complexity of the domain. As a reference ontology, SAREF serves as the means to connect the extensions in
different domains. The earlier document ETSI TR 103 411 [i.4] specifies the rationale and methodology used to create,
publish and maintain the SAREF extensions.
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The present document specifies the requirements for an initial SAREF extension for the industry and manufacturing
domain based on a limited set of use cases and from available existing data models. The present document has been
developed in the context of the STF 534 (https://portal.etsi.org/STF/STFs/STFHomePages/STF534.aspx), which was
established with the goal to create SAREF extensions for the domains of Smart Cities, Smart Industry & Manufacturing,
and Smart AgriFood. The STF 534 follows the outcomes of the earlier STF 513, which developed an updated SAREF
specification [i.3], and the first extensions of SAREF in the energy [i.5], environment [i.6] and building [i.7] domains.
The STF 534 consists of the following two main tasks:
1) gather requirements, collect use cases and identify existing sources (e.g. standards, data models, ontologies,
etc.) from the domains of interest (i.e. Smart Cities, Smart Industry & Manufacturing, and Smart AgriFood);
and
2) produce extensions of SAREF for each domain based on these requirements.
The present document focuses on the extension of SAREF for the Smart Industry and Manufacturing domain, which
will result in a new ontology, called SAREF4INMA, to be published in the companion ETSI TS 103 410-5 [i.9] as part
of the SAREF extensions series ETSI TS 103 410 [i.10].
5 Related initiatives
5.1 Introduction
In this clause, some of the main related initiatives in terms of modelling and standardization in the smart industry and
manufacturing domain are reviewed. Existing efforts range from national or international standardization initiatives, to
specific European projects related to these initiatives and standards/data models used in the domain.
5.2 Standardization initiatives and associations
5.2.1 Industry 4.0 initiatives
There are various national initiatives to support digitalization in manufacturing. These include for instance:
• The platform Industry 4.0 in Germany.
• The Smart Industry initiative in the Netherlands.
• Industria 4.0 in Italy.
• Industrie du future initiative in France.
These initiatives typically focus on the following different aspects:
• Cyberphysical systems: the usage of robots and advanced T-capabilities (sensors, data analytics) in a
production environment.
• Digital manufacturing technologies: new manufacturing technologies such as 3D printing, requiring a high
level of digital input (e.g. digital designs/digital twins).
• New business models and propositions: lot size one-manufacturing, servitization of manufacturing,
maintenance and other new business propositions leading to changes in the way businesses and their networks
are structured.
The Industry 4.0 initiatives focus on aspects such as standardization (which standards to use or to extend), the
development of new digital technologies (e.g. 5G wireless connectivity for manufacturing) and 'soft' aspects such as
business model innovation and skills. Through so-called 'digital innovation hubs' collaborations between manufacturing
companies, their service provides (including IT-companies), (potential) customers and research organizations have been
established. The Industry 4.0 initiatives can provide input to the SAREF extension for smart industry and manufacturing
in terms of key use cases and the standards used in this domain.
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9 ETSI TR 103 507 V1.1.1 (2018-10)
5.2.2 Reference Architecture Model for Industry 4.0 (RAMI)
Figure 1 shows an overview of the Reference Architecture Model for Industry 4.0 (RAMI) [i.7] and [i.8]. This model is
used for the alignment of several standards used in the aforementioned Industry 4.0 initiatives. These standards are
grouped according to the topics they deal with that, in turn, are related to three key elements in the industry
environment, i.e. factory, product and process.
The standards related to the factory describe the organization, communication, structure and involvement in the
development process of the machinery. The standards related to the product explain the hierarchy of the different
products in the factory and both the communication between the different products and their relation with the
machinery. Finally, the standards related to the process show the life-cycle of the products and the machinery. It is
worth highlighting that there are topics related to two or more elements in the industry environment.

Figure 1: Reference Architecture Model for Industry 4.0
5.2.3 AIOTI
The Alliance for Internet of Things Innovation (https://aioti.eu/), founded by the European Commission in 2015,
consists on thirteen working groups. The WG03 on IoT standardization is a horizontal working group that addresses,
amongst other, the issue of semantic interoperability in the IoT that is especially relevant to SAREF. The WG11 on
Smart Manufacturing is a vertical working group dedicated to IoT solutions that can bring together information,
technology and human ingenuity to achieve a rapid revolution in the development and application of manufacturing
intelligence to every aspect of business.
5.3 Standards
Figure 2 shows an (initial) overview of existing standards in the industry and manufacturing domain. These standards
are grouped based on their scope (e.g. digitalization, communication, engineering, life-cycle, etc.) and the topic they
cover (i.e. factory, product, process).
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10 ETSI TR 103 507 V1.1.1 (2018-10)

Figure 2: Relevant standards in Industry and Manufacturing
The next paragraphs describe in more detail each of the standards included in Figure 2 grouped according to the scope
and the topic each one deals with.
The standards related to the factory are:
• Concerning digital factory:
- IEC 62794 [i.11] Digital Factory: This specification describes a reference model which comprises the
abstract description for automation assets and structural and operational relationships. This reference
model supports the electronic representation of certain aspects of a plant. It covers the systems used to
make products, although it does not cover raw production material, work pieces in process nor end
products.
- IEC 62832 [i.12] Digital Factory Framework: This specification defines the general principles of the
Digital Factory framework, which is a set of model elements and rules for modelling production systems.
This standard is built upon the IEC 62794 [i.11] standard.
• Concerning condition monitoring:
- VDMA 24582 [i.13]: This specification presents the reference architecture of condition monitoring
systems in production automation. It is the basis for the creation of communication profiles for condition
monitoring and the integration of condition monitoring into engineering tools within automation systems.
• Concerning energy efficiency:
- ISO/IEC 20140 [i.14] Environment efficiency: This specification specifies a method for evaluating the
energy efficiency of a manufacturing system and other factors such as energy consumption, waste and
release that influence the environment. The evaluation method provides guidelines to analyse the usage
of energy by the manufacturing system and its effects on the environment.
The standards related to the product are:
• Concerning configuration:
- IEC 61804 [i.15] EDDL: This standard specifies electronic device description (EDD) interpretation for
EDD applications and EDDs to support EDD interoperability. It is intended to ensure that field device
developers use the EDD language constructs consistently and that EDD applications interpret in the same
way the EDD.
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11 ETSI TR 103 507 V1.1.1 (2018-10)
- IEC 62453 [i.16] FDT interface specification: This specification provides an interface specification for
developers of FDT (Field Device Tool) components to support function control and data access in a
client/server architecture.
• Concerning security:
- ISO/IEC 27000 [i.17] Information security management systems: This specification provides
recommendations on information security management within the context of an Information Security
Management System (ISMS). This standard covers privacy, confidentiality and IT, technical or
cybersecurity issues.
- IEC 62443 [i.18] Network and system security: The goal of this specification is to provide a
framework that facilitates addressing current and future vulnerabilities in industrial automation and
control system and applying necessary mitigations. This standard is built upon the ISO/IEC 27000 [i.17]
standard.
• Concerning product description:
- eClass [i.19]: This specification describes a hierarchy for grouping materials, products and services
according to a logical structure. This grouping describes product-specific properties that can be described
using norm-conforming properties.
- GTIN Management standard [i.20]: This specification defines how to identify elements that may be
priced, or ordered, or invoiced at any point in the supply chain.
The standards related to both product and factory are:
• Concerning hierarchy:
- IEC 62264 [i.21] Enterprise-control system integration: This specification describes the
manufacturing operations management domain and its activities. This description enables integration
between the manufacturing operations and the control and the enterprise domains.
- IEC 61512 [i.22] Batch control: This specification defines reference models for batch control as used in
the process industries and terminology that helps to explain the relationships between these models and
the terms.
• Concerning communication:
- OPC UA (IEC 62541 [i.23]) Machine to machine: This specification defines the OPC UA
Architecture, which is a machine to machine communication protocol for industrial automation.
- DIN SPEC 16592 [i.24] Integration of AML and OPC UA: This specification describes the
combination of AML engineering data with OPC Unified Architecture online information such as
process data and diagnostic information.
- IEC 61784 [i.25] Communication networks: This specification defines a set of protocol-specific
communication profiles to be used in the design of devices involved in communications in factory
manufacturing and process control.
- Industrial Data Space [i.26]: This specification defines the data exchange in business ecosystems, with
the aim of guaranteeing secure and trusted communication.
The standards related to both process and product are:
• Concerning life-cycle:
- IEC 62890 [i.27] Life-cycle management: This specification describes the lifecycle management for
systems and products used in industrial process measurement, control and automation.
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12 ETSI TR 103 507 V1.1.1 (2018-10)
The standards related to both process and factory are:
• Concerning safety:
- ISO 13849 [i.28] Safety of machinery: This standard provides safety requirements and guidance on the
principles for the design and integration of safety-related parts of control systems, including the design of
software.
- IEC 62061 [i.29] Safety of machinery: This specification defines requirements and recommendations
for the design, integration and validation of safety-related electrical, electronic and programmable
electronic control systems for machines.
- IEC 61511 [i.30] Functional safety: This standard gives requirements for the specification, design,
installation, operation and maintenance of a safety instrumented system, so that it can be confidently
entrusted to achieve and maintain a safe state of the process
- IEC 61508 [i.31] Functional safety discrete: This standard sets out the requirements for ensuring that
systems are designed, implemented, operated and maintained to provide the required safety integrity
level.
• Concerning engineering:
- IEC 61360 [i.32]/ISO 13584 [i.33] Industrial automation systems and integration: This standard
specifies a general-purpose dictionary of technical terms covering the field of electro technology,
electronics and related domains.
- IEC 62424 [i.34] Topology: This standard defines procedures and specifications for the exchange of
Process Control Engineering relevant data provided by the Piping and Instrumentation Diagram (P&ID)
tool.
- AutomationML (IEC 62714 [i.35]) Data exchange: This standard describes a data exchange solution
based on an XML schema focusing on the domain of automation engineering. This standard integrates
IEC 61131 [i.37], IEC 62424 [i.34] and ISO/PAS 17506 [i.36].
- IEC 61987 [i.38] Industrial-process measurement and control: This standard defines a generic
structure and its content for industrial-process measuring and control equipment.
- ISO/PAS 17506 [i.36] Kinematics and geometry: The aim of this standard is to provide a specification
for the COLLADA sche
...