IEC TR 62794:2012
(Main)Industrial-process measurement, control and automation - Reference model for representation of production facilities (digital factory)
Industrial-process measurement, control and automation - Reference model for representation of production facilities (digital factory)
IEC/TR 62794:2012(E) describes a reference model which comprises the abstract description for automation assets and structural and operational relationships. The reference model is the basis for the electronic representation of certain aspects of a plant. It covers the systems (excluding facilities) used to make products, but it does not cover raw production material, work pieces in process, nor end products.
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IEC/TR 62794
®
Edition 1.0 2012-11
TECHNICAL
REPORT
colour
inside
Industrial-process measurement, control and automation – Reference model for
representation of production facilities (digital factory)
IEC/TR 62794:2012(E)
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IEC/TR 62794
®
Edition 1.0 2012-11
TECHNICAL
REPORT
colour
inside
Industrial-process measurement, control and automation – Reference model for
representation of production facilities (digital factory)
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
PRICE CODE
W
ICS 25.040.40 ISBN 978-2-83220-440-5
Warning! Make sure that you obtained this publication from an authorized distributor.
® Registered trademark of the International Electrotechnical Commission
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– 2 – TR 62794 IEC:2012(E)
CONTENTS
FOREWORD . 4
0 INTRODUCTION . 6
0.1 Rationale for the digital factory reference model . 6
0.2 Approach to the digital factory . 6
1 Scope . 9
2 Normative references . 9
3 Terms, definitions, symbols and abbreviated terms . 9
3.1 Terms and definitions . 9
3.2 Symbols and abbreviated terms. 11
3.2.1 General symbols and abbreviated terms . 11
3.2.2 Symbols and abbreviated terms used by the reference model . 11
3.3 Conventions . 12
3.3.1 Representation of basic elements . 12
3.3.2 Representation of relationships . 12
3.3.3 Representation of views . 13
4 Overview of the digital factory model and repository . 13
5 Reference model concepts . 15
5.1 Properties . 15
5.1.1 General . 15
5.1.2 Property attributes . 16
5.2 Basic elements . 16
5.3 Relationships between basic elements (BE relationships) . 18
5.3.1 General . 18
5.3.2 Relationship type attribute . 19
5.3.3 Duration attribute . 21
5.3.4 Timing attribute . 22
5.3.5 Operation attribute. 23
5.3.6 Valid combinations of relationship attributes . 24
6 Activities of the reference model . 26
6.1 Relationship between the digital factory repository and activities . 26
6.2 Filtering of data for lifecycle viewpoints . 27
6.3 Activities for lifecycle workflow . 27
6.3.1 General concepts for automation activities . 27
6.3.2 Example of lifecycle activities – simulation activity. 28
Annex A (informative) Relationships between terms . 30
Annex B (informative) Reference to property database standards . 33
Bibliography . 35
Figure 1 – The digital factory and related standard activities . 8
Figure 2 – Transition from legacy systems to new electronic approach . 14
Figure 3 – Overview of the DF repository, automation assets and activities . 15
Figure 4 – Example of properties of an automation asset . 16
Figure 5 – Viewpoints on properties of an automation asset . 17
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TR 62794 IEC:2012(E) – 3 –
Figure 6 – Grouping of properties for an automation asset . 18
Figure 7 – Relationships between basic elements . 18
Figure 8 – Example view of the structural relationships for a single PLC . 20
Figure 9 – Example view of operational relationships of distributed functions . 21
Figure 10 – Examples of structural relationship types (permanent and temporary) . 21
Figure 11 – Examples of operational relationship types (permanent and temporary) . 22
Figure 12 – Example of relationships with timing attributes . 23
Figure 13 – Examples of relationships . 25
Figure 14 – Part of an engineering activity . 26
Figure 15 – Filtering of data for lifecycle activities . 27
Figure 16 – Lifecycle workflow . 28
Figure 17 – Production process vs. application performance requirements . 29
Figure 18 – Performance simulation of a digital factory . 29
Figure A.1 – Relationships between terms (1) . 31
Figure A.2 – Relationships between terms (2) . 32
Figure B.1 – Overview of the IEC 61987 series . 33
Figure B.2 – Overview of the IEC 62683 standard . 34
Table 1 – Conventions for representation of basic elements . 12
Table 2 – Conventions for representation of structural relationships optional attribute . 12
Table 3 – Conventions for representation of operational relationships optional
attributes . 13
Table 4 – Summary of valid combinations of relationship attributes . 24
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– 4 – TR 62794 IEC:2012(E)
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
INDUSTRIAL-PROCESS MEASUREMENT,
CONTROL AND AUTOMATION –
Reference model for representation of production facilities
(digital factory)
FOREWORD
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The main task of IEC technical committees is to prepare International Standards. However, a
technical committee may propose the publication of a technical report when it has collected
data of a different kind from that which is normally published as an International Standard, for
example "state of the art".
IEC 62794, which is a technical report, has been prepared by IEC technical committee 65:
Industrial-process measurement, control and automation.
The text of this technical report is based on the following documents:
Enquiry draft Report on voting
65/499/DTR 65/508/RVC
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TR 62794 IEC:2012(E) – 5 –
Full information on the voting for the approval of this technical report can be found in the
report on voting indicated in the above table.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
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
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understanding of its contents. Users should therefore print this document using a
colour printer.
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– 6 – TR 62794 IEC:2012(E)
0 INTRODUCTION
0.1 Rationale for the digital factory reference model
A number of efforts have addressed the development of business and manufacturing
enterprise models to aid in understanding the different aspects of the enterprise to improve
enterprise operations. Additionally, enterprise-control system models have been developed to
support the production operations, but gaps remain in the development of models to bridge
from the manufacturing system design environments to the process, equipment, and devices
used in the manufacturing operations.
In the enterprise models, various initiatives have addressed the complexity of modelling the
manufacturing and business enterprise by delineating the different domains, dimensions, and
views associated with the people, processes, and resources used to achieve the enterprise
mission. Those activities that endeavour to identify various distinct aspects for separation of
concern have been called “modelling the digital enterprise”. The resultant efforts have
developed a universe of discourse that provides common terms and constructs to describe the
manufacturing and business enterprise. By using similar modelling approaches, a model for
the “digital factory” is envisioned.
While the approaches of the modelling activities vary according to the scope of the effort,
there are some common characteristics to the modelling approaches that can be drawn upon
to expedite the understanding of the modelling concepts.
Interoperability in the digital factory is a prime area of focus for developing concepts for the
subset of activities of the digital enterprise. These concepts are important to the digital factory
for making and delivering products and services.
NOTE Enterprise modelling concepts are further described in standards referenced in the Bibliography (for
example ISO 15704, ISO 11354-1).
Some entities of the digital enterprise may exchange information with entities of the digital
factory or may need information about the automation assets and their relationships.
0.2 Approach to the digital factory
A general concept is developed for the automation assets and their relationships, as well as
relationships to other assets as a base for a digital factory reference model. This conceptual
model of the automation assets supports an electronic representation for utilization in the
design of process plants, manufacturing plants or even building automation.
Work started more than 10 years ago with the idea to replace paper data sheets with an
electronic description of electronic components (as a list of properties), and to use it in
software tools for electronic wiring and assembly (for example when designing electronic
boards). Additionally, concepts were developed for profiling of devices, in order to describe
parameters and behavioural aspects to facilitate integration and reduce engineering costs,
providing guides for standards developers.
NOTE 1 See device profile guideline (IEC/TR 62390).
These efforts were to address interoperability barriers encountered in designing a process or
manufacturing plant due to inconsistencies in the information and data describing those
automation assets to be deployed in the facility. To overcome those barriers, specific
solutions addressing the business, process, service, and information (data) are needed. An
approach to addressing these conceptual aspects is proposed to develop an automation asset
model.
Digital factory repositories will save these electronic descriptions of the automation assets,
together with other aspects and the technical disciplines associated with any process of the
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TR 62794 IEC:2012(E) – 7 –
digital factory that use the automation assets. Activities (such as engineering, configuration,
and maintenance) associated with the digital factory will access, update, and use the master
data in these repositories in order to support the whole plant lifecycle. This allows a
consistent information interchange between all processes involved.
Figure 1 shows an example of a digital factory, with the various IEC, ISO and ISA committees
involved in related standards.
NOTE 2 Within the digital enterprise, the ISO TC 184 scope of work focuses on the design, manufacturing, and
processing applications and the lifecycle and supply chain aspects of the systems. These systems support the
applications; especially the interoperability, the integration and the architectures of the applications as well as the
supporting systems and environments (e.g. see ISO 15704 for the requirements of enterprise reference
architectures and methodologies).
NOTE 3 Several IEC and ISO standards provide methodologies for describing master data and exchange of
information about automation assets involved in the manufacturing applications. These standards address different
levels and aspects of the automation lifecycle from procurement to installation and operation. Examples of these
are IEC 61360-1 and IEC 61360-2, ISO 22745, and ISO 8000, which may be used to describe properties of electric
and automation devices.
NOTE 4 Actual properties of automation devices are being specified in the IEC 61987 series, as well as in
IEC 62683on low-voltage switchgear and controlgear. Other TC's in charge of automation assets outside the scope
of TC 65 (for example SC 22G “adjustable speed drive systems incorporating semiconductor power converters”)
are invited to use this framework and contribute within their scope.
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– 8 – TR 62794 IEC:2012(E)
IEC 2027/12
Figure 1 – The digital factory and related standard activities
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TR 62794 IEC:2012(E) – 9 –
INDUSTRIAL-PROCESS MEASUREMENT,
CONTROL AND AUTOMATION –
Reference model for representation of production facilities
(digital factory)
1 Scope
This Technical Report describes a reference model which comprises the abstract description
for:
• automation assets;
• structural and operational relationships.
NOTE Examples of automation assets are machines, equipment, devices and software.
The reference model is the basis for the electronic representation of certain aspects of a
plant. It covers the systems (excluding facilities) used to make products, but it does not cover
raw production material, work pieces in process, nor end products.
The corresponding information which is stored in digital factory repositories represents
aspects of the digital factory. This information may be used throughout the plant lifecycle. The
reference model may be applied to process plants, manufacturing plants or even building
automation.
2 Normative references
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.
1
IEC 62683 , Low-voltage switchgear and controlgear – Product data and properties for
information exchange
3 Terms, definitions, symbols and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
NOTE Relationships between definitions are shown in Annex A.
3.1.1
activity
lifecycle activity
set of tasks for a specific purpose
EXAMPLE Corresponding automation activities are design, asset selection or asset configuration. Examples of
lifecycle activities are engineering or maintenance.
___________
1
To be published.
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3.1.2
asset
physical or logical object owned by or under the custodial duties of an organization, having
either a perceived or actual value to the organization
Note 1 to entry: In the case of industrial automation and control systems the physical asset that has the largest
directly measurable value may be the equipment under control.
[SOURCE: IEC/TS 62443-1-1:2009, 3.2.6]
3.1.3
attribute
characteristic of a property or a BE relationship
EXAMPLE Units is an attribute of the Width property.
Note 1 to entry: A property will typically have several attributes, while a BE relationship may not have any.
3.1.4
automation asset
asset used in a manufacturing or process plant to construct the production facility
Note 1 to entry: It includes structural, mechanical, electrical, electronic elements (e.g. controllers, switches,
starters, contactors, drives, motors, pumps, network) as well as software elements related to the physical assets
(e.g. firmware, operating systems, communication firmware, user program, batch software to run recipes, often
used recipes). These elements cover components, devices, machines, control systems, but not the plant itself. It
does not include financial assets, human resources, raw process materials, energy, work pieces in process, end
products.
Note 2 to entry: Automation assets may be parts of a more complex asset.
3.1.5
basic element
BE
collection of properties that represent similar aspects of an automation asset
EXAMPLE Some basic elements are construction, function, performance, location and business element.
3.1.6
basic element relationship
BE relationship
electronic representation of an association between two basic elements
3.1.7
digital factory repository
DF repository
DFR
electronic description of an actual factory, in accordance with the digital factory model
3.1.8
digital factory
DF
generic model of a factory that represents basic elements, automation assets, their behaviour
and their relationships
Note 1 to entry: This generic model may be applied to any actual factory.
3.1.9
master data
data held by an organization that describes the entities that are both independent and
fundamental for that organization and that it needs to reference in order to perform its
transactions
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TR 62794 IEC:2012(E) – 11 –
Note 1 to entry: Organization in this context refers to the use of information in the DF repository .
[SOURCE: ISO 8000-102:2009, 11.1, modified by adding Note 1 to entry.]
3.1.10
object
entity with a well-defined boundary and identity that encapsulates state and behaviour
Note 1 to entry: State is represented by attributes and relationships, behaviour is represented by operations,
methods, and state machines. An object is an instance of a class.
[SOURCE: IEC/TR 62390:2005, 3.1.19]
3.1.11
property
characteristic common to all members of an object class
[SOURCE: IEC 61987-10:2009, 3.1.22; ISO 22745-2:2010:2010, B.2.2;
ISO/IEC 11179-1:2004, 3.3.29]
3.1.12
technical discipline
area of technical expertise applied to a specific set of activities
EXAMPLE Examples of technical disciplines are electrical wiring, pipe layout, automation, mechanic
3.2 Symbols and abbreviated terms
For the purposes of this document the following symbols and abbreviated terms apply.
3.2.1 General symbols and abbreviated terms
AI analogue input
AO analogue output
BE basic element
CPU computer programmable unit
DF digital factory
DFR digital factory repository
PLC programmable logic controller
3.2.2 Symbols and abbreviated terms used by the reference model
B
business element
C construction element
F
functional element
L location element
P
performance element
d data transfer
pe
permanent relationship
rt at a relative time
sp
at a specific time
st start action
t
at a period
tp temporary relationship
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3.3 Conventions
3.3.1 Representation of basic elements
Basic elements of the reference model (specified in 5.2) are represented in the relevant
figures using squares of various colours, with associated identifiers. These same identifiers
are also used within the following text to refer to specific basic elements.
Conventions for corresponding colours and identifiers are listed in Table 1.
Table 1 – Conventions for representation of basic elements
Basic element Identifier Graphical representation
Construction C Blue square
Function F Yellow square
Performance P Red square
Location L Green square
Business B Gray square
3.3.2 Representation of relationships
Relationships between the basic elements (C, F, P, L, B) of the reference model (specified in
5.3) are represented in the relevant figures using the following general conventions.
• Relationship type: structural relationships are indicated by a line between two elements,
operational relationships are indicated by a unidirectional or bidirectional arrow between
two elements.
• Duration attribute: permanent relationships are indicated by solid lines or arrows,
temporary relationships by dotted lines or arrows.
Further conventions for the representation of the attributes of a structural relationship are
listed in Table 2.
Table 2 – Conventions for representation of
structural relationships optional attribute
Timing attribute values Graphical representation
None No additional item
At a specific time "sp" with a time value over the line
At a relative time "rt" with a time value over the line
At a period "t" over the line, with an index referring to a predefined period/phase
Further conventions for the representation of the attributes of an operational relationship are
listed in Table 3.
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TR 62794 IEC:2012(E) – 13 –
Table 3 – Conventions for representation of
operational relationships optional attributes
Timing Operation Graphical representation
a
attribute values attribute values
Unidirectional action "st" (for action start) above the unidirectional arrow
Unidirectional data
None "d" (for data transfer) above the unidirectional arrow
transfer
Bidirectional data transfer "d" (for data trans
...
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