ISO 22549-1:2020
(Main)Automation systems and integration — Assessment on convergence of informatization and industrialization for industrial enterprises — Part 1: Framework and reference model
Automation systems and integration — Assessment on convergence of informatization and industrialization for industrial enterprises — Part 1: Framework and reference model
This document defines the basic principles for an assessment concerning the convergence of informatization and industrialization (CII) in industrial enterprises, including the following: — assessment framework definitions; — assessment reference model definitions; — assessment reference model components.
Systèmes d'automatisation et d'intégration — Évaluation de la convergence de l'informatisation et de l’industrialisation pour les entreprises industrielles — Partie 1: Cadre et modèle de référence
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INTERNATIONAL ISO
STANDARD 22549-1
First edition
2020-10
Automation systems and
integration — Assessment on
convergence of informatization
and industrialization for industrial
enterprises —
Part 1:
Framework and reference model
Systèmes d'automatisation et d'intégration — Évaluation de la
convergence de l'informatisation et de l’industrialisation pour les
entreprises industrielles —
Partie 1: Cadre et modèle de référence
Reference number
ISO 22549-1:2020(E)
©
ISO 2020
---------------------- Page: 1 ----------------------
ISO 22549-1:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 22549-1:2020(E)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Abbreviated terms . 3
5 Overview of assessment . 3
5.1 General . 3
5.2 Enterprise assessing system . 3
5.3 Industrial enterprise assessment framework . 4
6 Assessment reference model definitions . 4
7 Assessment reference model components . 6
7.1 Infrastructure . 6
7.1.1 Capital investment . 6
7.1.2 Organization and planning . 6
7.1.3 Equipment and facilities . . . 6
7.1.4 Information resources . 6
7.1.5 Information security . 6
7.2 Domain application . 7
7.2.1 Product design . 7
7.2.2 Process design . 7
7.2.3 Production management . 7
7.2.4 Materials management . 7
7.2.5 Sales management . 7
7.2.6 Financial management . 8
7.2.7 Security management . 8
7.2.8 Project management . 8
7.2.9 Maintenance management . 8
7.2.10 Human resource management . 8
7.2.11 Document management . 9
7.2.12 Quality management . 9
7.2.13 Environment, health and safety management . 9
7.2.14 Energy management . 9
7.3 Comprehensive integration . 9
7.3.1 Product design and manufacturing integration . 9
7.3.2 Production management and control integration . 9
7.3.3 Production, supply and marketing integration . 9
7.3.4 Operation decision support . 9
7.4 Collaborative integration . 9
Annex A (informative) Convention for using ISO/PAS 19450 .10
Annex B (informative) Functional hierarchy defined in IEC 62264 .11
Bibliography .12
© ISO 2020 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO 22549-1:2020(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/
iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 184, Automation systems and integration,
Subcommittee SC 5, Interoperability, integration, and architectures for enterprise systems and automation
applications.
A list of all parts in the ISO 22549 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
ISO 22549-1:2020(E)
Introduction
Convergence of informatization and industrialization (CII) refers to a process that integrates information
technology into industrial production. The purpose of convergence is to improve productivity and
resource allocation by digital transformation.
This improvement consists of:
— increasing the integration of production and resource allocation (internally and with each other);
— making production and resource allocation more dynamic and responsive to external changes;
— optimizing production and resource allocation.
The purposes of this document include is to provide industrial enterprises guidance for:
— assessing the current situation of CII;
— finding weakness within the CII;
— identifying ways to improve CII.
The intended users of this document can be grouped into the following categories:
— independent third-party, e.g. a consulting company or government department, that assesses the
maturity of CII;
— organization in charge of production management department, quality management department,
inventory management department, etc., which sponsors an assessment of itself or a subordinate
organization;
— any other enterprises who have interest in digital transformation.
© ISO 2020 – All rights reserved v
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INTERNATIONAL STANDARD ISO 22549-1:2020(E)
Automation systems and integration — Assessment on
convergence of informatization and industrialization for
industrial enterprises —
Part 1:
Framework and reference model
1 Scope
This document defines the basic principles for an assessment concerning the convergence of
informatization and industrialization (CII) in industrial enterprises, including the following:
— assessment framework definitions;
— assessment reference model definitions;
— assessment reference model components.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
industrialization
procedure of increasing productivity using sequential task allocation to automated or semi-automated
methods, or to individuals
3.2
informatization
procedure of generating information from data within a given context using computing and
communication technologies
3.3
convergence of informatization and industrialization
CII
integrating information technology into industrial production, which promotes the development
of industry towards a higher value-added direction through wide application of information and
restructuring of traditional industry
3.4
domain application
application of information technology in a single business activity that has a well-defined and
identifiable boundary of responsibility and authority for subordinate activities
© ISO 2020 – All rights reserved 1
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ISO 22549-1:2020(E)
3.5
Level 4
level containing functions involved in the business-related activities needed to manage a manufacturing
organization
Note 1 to entry: See Annex B.
[SOURCE: IEC 62264-1:2013, 3.1.16, modified — “level containing” has been added before functions.]
3.6
Level 3
level containing functions involved in managing the workflows to produce the desired end-products
Note 1 to entry: See Annex B.
[SOURCE: IEC 62264-1:2013, 3.1.17, modified — “level containing” has been added before functions.]
3.7
Level 2
level containing functions involved in monitoring and controlling of the physical process
Note 1 to entry: See Annex B.
[SOURCE: IEC 62264-1:2013, 3.1.17, modified — “level containing” has been added before functions.]
3.8
business activity
partially ordered set of enterprise activities on Level 3 and Level 4 of functional hierarchy defined in
IEC 62264
3.9
comprehensive integration
process of linking together functional applications within an enterprise
3.10
collaborative integration
process of linking together functional applications between different enterprises
3.11
reference model
abstract framework or domain-specific ontology consisting of an interlinked set of clearly defined
concepts produced by an expert or body of experts in order to encourage clear communication
Note 1 to entry: A reference model can represent the component parts of any consistent idea, from business
functions to system components, as long as it represents a complete set. This frame of reference can then be used
to communicate ideas clearly among members of the same community.
3.12
assessment objective
statement, provided as part of the assessment input, which defines the reasons for performing the
assessment
[SOURCE: ISO/IEC 33001:2015, 3.2.6]
3.13
assessment expert team
group of one or more professional individuals who jointly perform an assessment process
[SOURCE: ISO/IEC 33001:2015, 3.2.10, modified — the word “professional” has been added before
individuals.]
2 © ISO 2020 – All rights reserved
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ISO 22549-1:2020(E)
3.14
assessment framework
schema for use in characterizing an industrial enterprise quality characteristic of an implemented
industrial enterprise
4 Abbreviated terms
CII convergence of informatization and industrialization
OPM object-process methodology
5 Overview of assessment
5.1 General
The assessed objects of a CII assessment include enterprise manufacturing activities, enterprise
business activities and enterprise infrastructure. Manufacturing activities are associated with
manufacturing operations management. Enterprise business activities are associated with activities
on Level 3 and Level 4 of functional hierarchy. Enterprise infrastructure is associated with capital
investment, equipment and facilities etc.
For assessment of CII, data shall be acquired from Level 2, Level 3 and Level 4 to answer questionnaires.
Annex B provides further information for each Level in detail. However, this document covers enterprise
activities beyond Level 4 that support the enterprise but are not directly related to manufacturing and
are therefore not addressed
...
DRAFT INTERNATIONAL STANDARD
ISO/DIS 22549-1.2
ISO/TC 184/SC 5 Secretariat: ANSI
Voting begins on: Voting terminates on:
2020-02-14 2020-04-10
Automation systems and integration — Assessment on
convergence of informatization and industrialization for
industrial enterprises —
Part 1:
Framework and reference model
ICS: 25.040.01
THIS DOCUMENT IS A DRAFT CIRCULATED
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL,
This document is circulated as received from the committee secretariat.
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 22549-1.2:2020(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
©
PROVIDE SUPPORTING DOCUMENTATION. ISO 2020
---------------------- Page: 1 ----------------------
ISO/DIS 22549-1.2:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/DIS 22549-1.2:2020(E)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Abbreviated terms . 3
5 Overview of assessment . 3
5.1 General . 3
5.2 Enterprise assessing system . 3
5.3 Industrial enterprise assessment framework . 4
6 Assessment reference model definitions . 4
7 Assessment reference model components . 6
7.1 Infrastructure . 6
7.1.1 Capital investment . 6
7.1.2 Organization and planning . 6
7.1.3 Equipment and facilities . . . 6
7.1.4 Information resources . 6
7.1.5 Information security . 6
7.2 Domain application . 6
7.2.1 Product design . 6
7.2.2 Process design . 6
7.2.3 Production management . 6
7.2.4 Materials management . 7
7.2.5 Sales management . 7
7.2.6 Financial management . 7
7.2.7 Security management . 7
7.2.8 Project management . 7
7.2.9 Maintenance management . 7
7.2.10 Human resource management . 7
7.2.11 Document management . 7
7.2.12 Quality management . 7
7.2.13 Environment, health and safety management . 8
7.2.14 Energy management . 8
7.3 Comprehensive integration . 8
7.3.1 Product design and manufacturing integration . 8
7.3.2 Production management and control integration . 8
7.3.3 Production, supply and marketing integration . 8
7.3.4 Operation decision support . 8
7.4 Collaborative integration . 8
Annex A (informative) Convention for using ISO 19450 . 9
Annex B (informative) Functional hierarchy defined in IEC 62264 .10
Bibliography .11
© ISO 2020 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO/DIS 22549-1.2:2020(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/
iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 184, [Automation systems and integration],
Subcommittee SC 5, [Interoperability, integration, and architectures for enterprise systems and automation
applications].
A list of all parts in the ISO 22549 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
ISO/DIS 22549-1.2:2020(E)
Introduction
Convergence of informatization and industrialization (CII) refers to a process that integrates
information technology into industrial production. The purpose of convergence is to promote
development of industry in a higher value-added direction through wide application of information and
restructuring of traditional industry.
CII will promote production and resource allocation in more comprehensive and dynamic as well as
optimal way.
ISO 22549 serves as a framework and specification for enterprises to promote the convergence of
information technology, its research and development, into the processes of production and operations
management.
The purposes of ISO 22549 include, but are not limited to, recommendations and specifications for
industrial enterprises:
— for assessing the current situation of CII,
— for finding weakness within the CII,
— for identifying ways to improve CII.
The intended users of ISO 22549 can be grouped into the following categories:
— unaffected third-party assessors, e.g. a consulting company or government department, which
conducts a convergence of informatization and industrialization assessment;
— responsible organizations, e.g. production management department, quality management
department, inventory management department, etc., which sponsor an assessment of itself or a
subordinate organization;
— other industrial sector enterprises.
© ISO 2020 – All rights reserved v
---------------------- Page: 5 ----------------------
DRAFT INTERNATIONAL STANDARD ISO/DIS 22549-1.2:2020(E)
Automation systems and integration — Assessment on
convergence of informatization and industrialization for
industrial enterprises —
Part 1:
Framework and reference model
1 Scope
This document defines the basic principles for an assessment concerning the convergence of
informatization and industrialization (CII) in industrial enterprises, including the following:
— assessment framework definitions;
— assessment reference model definitions;
— assessment reference model components.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
industrialization
procedure of increasing productivity using sequential task allocation to automated or semi-automated
methods, or to individuals
3.2
informatization
procedure of generating information from data within a given context using computing and
communication technologies
3.3
convergence of informatization and industrialization
CII
integrating information technology into industrial production, which promotes the development
of industry towards a higher value-added direction through wide application of information and
restructuring of traditional industry
3.4
domain application
application of information technology in a single business activity that has a well-defined and
identifiable boundary of responsibility and authority for subordinate activities
© ISO 2020 – All rights reserved 1
---------------------- Page: 6 ----------------------
ISO/DIS 22549-1.2:2020(E)
3.5
Level 4
level containing functions involved in the business-related activities needed to manage a manufacturing
organization
Note 1 to entry: See Annex B.
[SOURCE: IEC 62264-1:2013, 3.1.16, modified– “level containing” has been added before functions.]
3.6
Level 3
level containing functions involved in managing the work flows to produce the desired end-products
Note 1 to entry: See Annex B.
[SOURCE: IEC 62264-1:2013, 3.1.17, modified– “level containing” has been added before functions.]
3.7
Level 2
level containing functions involved in monitoring and controlling of the physical process
Note 1 to entry: See Annex B.
[SOURCE: IEC 62264-1:2013, 3.1.17, modified– “level containing” has been added before functions.]
3.8
business activity
partially ordered set of enterprise activities on level 3 and level 4 of functional hierarchy defined in
IEC 62264
3.9
comprehensive integration
process of linking together functional applications within an enterprise
3.10
collaborative integration
process of linking together functional applications between different enterprises
3.11
reference model
abstract framework or domain-specific ontology consisting of an interlinked set of clearly defined
concepts produced by an expert or body of experts in order to encourage clear communication
Note 1 to entry: A reference model can represent the component parts of any consistent idea, from business
functions to system components, as long as it represents a complete set. This frame of reference can then be used
to communicate ideas clearly among members of the same community.
3.12
assessment objective
statement, provided as part of the assessment input, which defines the reasons for performing the
assessment
[SOURCE: ISO/IEC 33001:2015, 3.2.6]
3.13
assessment expert team
group of one or more professional individuals who jointly perform an assessment process
[SOURCE: ISO/IEC 33001:2015, 3.2.10, modified – the word “professional” has been added before
individuals.]
2 © ISO 2020 – All rights reserved
---------------------- Page: 7 ----------------------
ISO/DIS 22549-1.2:2020(E)
3.14
assessment framework
schema for use in characterizing an industrial enterprise quality characteristic of an implemented
industrial enterprise
4 Abbreviated terms
CII Convergence of Informatization and Industrialization
OPM Object-Process Methodology
5 Overview of assessment
5.1 General
The assessed objects of a CII assessment include enterprise manufacturing activities, enterprise
business ac
...
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