Industrial automation systems and integration — Integration of life cycle data for process plants including oil and gas production facilities — Part 10: Conformance testing

This document defines the principles and methods for conformance testing of software implementations of ISO 15926. It provides guidance for developing test cases and testing procedures that cover the requirements specified in the ISO 15926 series and in different industry usage contexts, e.g. data exchange, use of reference data libraries and interface services. This document provides guidance in addition to the conformance in the parts. NOTE 1 Guidance on conformance ISO 15926 testing of complex scenarios which represent integrated interoperability is outside the scope of this document. NOTE 2 Guidance on the development of software that supports the way of file exchange in the simple scenario which represents unified interoperability is outside the scope of this document.

Titre manque — Partie 10: Titre manque

General Information

Status
Published
Publication Date
03-Dec-2019
Current Stage
6060 - International Standard published
Start Date
04-Dec-2019
Due Date
19-Mar-2019
Completion Date
04-Dec-2019
Ref Project

Buy Standard

Standard
ISO 15926-10:2019 - Industrial automation systems and integration -- Integration of life cycle data for process plants including oil and gas production facilities
English language
41 pages
sale 15% off
Preview
sale 15% off
Preview

Standards Content (Sample)

INTERNATIONAL ISO
STANDARD 15926-10
First edition
2019-12
Industrial automation systems and
integration — Integration of life cycle
data for process plants including oil
and gas production facilities —
Part 10:
Conformance testing
Reference number
ISO 15926-10:2019(E)
©
ISO 2019

---------------------- Page: 1 ----------------------
ISO 15926-10:2019(E)

COPYRIGHT PROTECTED DOCUMENT
© ISO 2019
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 2019 – All rights reserved

---------------------- Page: 2 ----------------------
ISO 15926-10:2019(E)

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Principles and methods . 2
4.1 Conformance testing . 2
4.2 Conformance to the ISO 15926 series. 2
4.2.1 Conformance to ISO 15926-1 . 2
4.2.2 ISO 15926-1 conformance scenarios . 3
4.2.3 Conformance testing in accordance with ISO 15926-1 . 4
4.3 Simple scenario . 5
4.3.1 Overview . 5
4.3.2 Introduction . 5
4.3.3 Process steps of the workflow of exchange data . 6
4.3.4 Aspects to be validated . 7
4.3.5 Detailed validation . 9
4.3.6 Not in scope .12
5 Conformance to ISO/TS 15926-7 and ISO/TS 15926-8 .12
5.1 Overview .12
5.2 General .13
5.3 Procedure steps of the workflow of integration .14
5.4 Not in scope .15
6 Conformance to ISO/TS 15926-11 .15
6.1 Overview of scenario conformance .15
6.2 General .17
6.3 Procedure steps of the workflow of handover .18
6.4 Not in scope .19
Annex A (normative) Overall conformance to ISO 15926 .20
Annex B (normative) Conformance to ISO/TS 15926-4 .24
Annex C (normative) Conformance to ISO/TS 15926-7 and ISO/TS 15926-8 .26
Annex D (normative) Conformance to ISO/TS 15926-11 .28
Annex E (normative) Conformance to ISO/TS 15926-12.33
Annex F (normative) Conformance to ISO 15926-13 .39
Bibliography .41
© ISO 2019 – All rights reserved iii

---------------------- Page: 3 ----------------------
ISO 15926-10:2019(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 4, Industrial data.
A list of all parts in the ISO 15926 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 2019 – All rights reserved

---------------------- Page: 4 ----------------------
ISO 15926-10:2019(E)

Introduction
This document demonstrates specified requirements of conformance to ISO 15926.
The target audiences for this document are as follows:
— users of a software product wishing to determine whether a software product deployed and/or a
deliverable of the software product fulfils the specified requirements to conform to ISO 15926;
NOTE 1 Users typically include, but are not limited to, plant owners, project management contractors,
front end engineering design contractors, engineering procurement construction contractors, original
equipment manufacturing suppliers, catalogue providers, commissioning engineers, information technology
engineers, and information management engineers.
— implementers wishing to determine whether a software product developed and/or a deliverable of
the software product fulfils the specified requirements to conform to ISO 15926.
NOTE 2 Implementers include, but are not limited to, software engineers working for commercial
software product development companies, and software engineers working on industrial businesses using
their developed software product.
Users of this document are expected to have an understanding of conceptual data models, of the
ISO 15926 series, of the ISO/TS 18876 series and of ISO/IEC/IEEE 15288.
© ISO 2019 – All rights reserved v

---------------------- Page: 5 ----------------------
INTERNATIONAL STANDARD ISO 15926-10:2019(E)
Industrial automation systems and integration —
Integration of life cycle data for process plants including
oil and gas production facilities —
Part 10:
Conformance testing
1 Scope
This document defines the principles and methods for conformance testing of software implementations
of ISO 15926.
It provides guidance for developing test cases and testing procedures that cover the requirements
specified in the ISO 15926 series and in different industry usage contexts, e.g. data exchange, use of
reference data libraries and interface services.
This document provides guidance in addition to the conformance in the parts.
NOTE 1 Guidance on conformance ISO 15926 testing of complex scenarios which represent integrated
interoperability is outside the scope of this document.
NOTE 2 Guidance on the development of software that supports the way of file exchange in the simple scenario
which represents unified interoperability is outside the scope of this document.
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/ ui
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
conformance testing
process to determine whether an implementation meets the requirements of a standard
3.2
specified requirement
need or expectation that is stated
3.3
functional approach
series of three functions that satisfy a need or demand for a demonstration that specified requirements
(3.2) are fulfilled
Note 1 to entry: The three functions are selection, determination, and review and attestation.
© ISO 2019 – All rights reserved 1

---------------------- Page: 6 ----------------------
ISO 15926-10:2019(E)

3.4
software implementation layer
conceptual model that characterizes the software implementation
3.5
information exchange layer
particular conceptual model based on the software implementation layers (3.4) that characterizes the
information exchange between computing system
3.6
ontology
formal statement of an understanding of the world
Note 1 to entry: An ontology can be represented in any language. It need not be represented in a language
specifically designed for ontologies, such as OWL. An ontology can have different representations.
Note 2 to entry: An ontology does not specify what data shall be recorded about the world.
Note 3 to entry: The ontology defined by this part of ISO 15926 is principally concerned with the world outside a
computer system.
[SOURCE: ISO/TS 15926-12:2018, 3.1.3]
4 Principles and methods
4.1 Conformance testing
Conformance testing of software implementations of ISO 15926 (conformance to the ISO 15926 series)
shall be performed according to the functional approach, which is described in ISO/IEC 17000.
The testing can be done by first, second and/or third party.
NOTE The adoption of ISO/IEC Guide 60 can build the credibility of conformance testing.
4.2 Conformance to the ISO 15926 series
4.2.1 Conformance to ISO 15926-1
Conformance testing of software implementations of ISO 15926 means conformance to ISO 15926-1, if
and only if all the requirements stated by the users of a software product and/or the implementer are
fulfilled. A statement of conformance shall be prepared to state all means of communicating that the
fulfilment of specified requirements has been successfully demonstrated.
ISO 15926-1 describes the activity, activity analysis, and modelling methods. The ISO 15926-1 activity
model is shown in Figure 1.
2 © ISO 2019 – All rights reserved

---------------------- Page: 7 ----------------------
ISO 15926-10:2019(E)

Figure 1 — ISO 15926-1 activity model
4.2.2 ISO 15926-1 conformance scenarios
Within the ISO 15926-1 activity model, there is a domain and range of scenarios, each of which results
in various complexity of the software implementations of ISO 15926:
— scenario of handover, including sending and receiving files conforming to parts of ISO 15926;
— scenario of integration including using software programs that support the full span of design,
engineering, construction, operation, and maintenance.
For each scenario, the following information shall be collected and recorded, but not limited to:
— overview (of scenario conformance);
— general (of the scenario of the annex and systems involved);
— procedure (steps of the workflow of handover or integration);
— aspects to be validated (verification);
— detailed validation (verification);
— not in scope (define what is not included in the workflow steps but useful to know).
Conformance testing of software implementations of ISO 15926 shall be executed in accordance with
the scenario. Moreover, by applying the functional approach, the scenario shall demonstrate that the
commissioned system fulfils specified requirements.
To perform the functional approach, the following activities, but not limited to, shall be conducted:
— selection (of information): planning and preparation activities to collect and produce all information
and input needed for the subsequent determination functions;
— determination (gather evidence): developing complete information regarding fulfilment of the
specified requirements by the object of conformity assessment or its sample;
— review (of evidence) and attestation (to conformity): constituting the final stage of checking before
taking the important decision as to whether the purpose of conformity assessment has been reliably
demonstrated to fulfil the specified requirements.
The specific application of the functional approach shall be documented by the conformance testing plan.
© ISO 2019 – All rights reserved 3

---------------------- Page: 8 ----------------------
ISO 15926-10:2019(E)

An appropriate set of validation and/or verification rules shall be selected and applied by referring to
Annexes A, B, C, D, E and F. The candidate set of verification rules shall include, but not be limited to, the
following (see Figure 3):
— all applications at layer 1 shall adopt Annex A;
— all applications at layer 2 shall adopt Annex B;
— an applications at layer 3 that claims conformance to ISO/TS 15926-7 and ISO/TS 15926-8 shall
refer to Clause 5 for the description of the methodology and adopt the conformance rules given in
Annex C;
— an application at layer 3 that claims conformance to ISO/TS 15926-11 shall refer to Clause 6 for the
description of the methodology and adopt the conformance rules given in Annex D;
— an application at layer 3 that claims conformance to ISO/TS 15926-12 shall adopt Annex E;
— an application at layer 3 that claims conformance to ISO 15926-13 shall adopt Annex F.
NOTE This selection of annexes can be interpreted as conformance clauses used in the ISO 10303 series.
Moreover, the particular selection of annex to test the conformance can be described as the conformance class of
the particular part of the ISO 15926 series.
4.2.3 Conformance testing in accordance with ISO 15926-1
The software implementation of ISO 15926 consists of four layers. For each selected layer, the specific
functional approach in accordance with the following shall be applied.
— Role and scope of the software implementation (layer 1): This is to define the “what” portion of the
software implementation of ISO 15926 in terms of the role and scope. Based on the activity model in
ISO 15926-1, actual placement of the role and scope will be identified. The conformance testing plan or
its equivalent shall be documented. Role and scope shall be examined by referring to Annexes A and B.
— Content of the software implementation (layer 2): The particular content of the software
implementation of ISO 15926 shall be defined based on information defined in above layer 1. It
is the layer where the particular information and/or product model(s) referring the entities and
relationships of ISO 15926-2 and accompanying domain and range of ISO/TS 15926-4 or relent
reference data library (RDL) based on ISO/TS 15926-6 (the whole integration model) shall be
defined and assessed. Use of context shall be examined by referring Annexes A and B.
— Semantics of the software implementation (layer 3): The particular semantics of the software
implementation shall be designed by selecting the preferred combination of the part(s) of the
ISO 15926 series. Both the source and target application shall be mapped to the particular
information and/or product model(s) defined in the above layer 2. Use of semantic shall be examined
by referring to Annexes C to F.
— Syntax and storage of the software implementation (layer 4): The syntax and storage shall be defined
by the actual implementation of language and storage of the preferred part(s) of the ISO 15926
series. Conformance testing can test, but not limited to, correct use of syntax, URI, and model which
are defined in selected implementation languages.
At each layer, conformance testing of a software implementation of ISO 15926 shall be conducted to
see if a particular commissioned system meets the user requirements. Furthermore, depending on
the software implementation layer, conformance rules defined in accompanying annexes shall be
selected and used to determine the conformance, and reviewed and attested the results as a part of the
conformance. See Table 1 for an overall summary.
4 © ISO 2019 – All rights reserved

---------------------- Page: 9 ----------------------
ISO 15926-10:2019(E)

Table 1 — Software implementation layer of ISO 15926 and conformance testing
Software implementation layer What required and what rules What to be validated and/
of ISO 15926 to be selected or verified
Role and scope (Layer 1) Business Requirements and selecting Validate quality (usability, com-
handover or integration schema. pleteness, and consistency) of a
handover or integration schema.
Content (Layer 2) RDL content management require- Verify whether the Reference Data
ments and selecting relevant Refer- Items are indeed available for the
ence Data Items for handover or for selected handover or integration
an integration scheme. scheme.
Semantics (Layer 3) Semantic requirements and selecting Verify correctness of the semantic
appropriate ISO 15926 part(s) for interpretation of data for handover
handover or integration. or integration.
Syntax and storage (Layer 4) Technological requirements and Verify correctness serialization and
selecting appropriate serialization data for handover or integration
and data for handover or integration technology
technology.
The layer model is valid both for integrated interoperability and for unified interoperability, as described
in ISO 11354-1. The integrated approach assures consistency and coherence of the interoperating
subsystems by focusing on the (software) components that need to interact. These components are then
designed and implemented using a common standard so that interoperability is seen as a designed-in
quality. Interoperation between these various components is therefore obtained a priori without any
interfacing effort. The choice of interoperability has a significant impact on the practical interpretation
of Table 1.
This document deals with the so-called “simple scenario” of exchange of a file which follows the unified
interoperability approach, as described in ISO 11354-1. The unified interoperability approach uses a
common meta-level structure that shall be identified and detailed applicable for the participating
parties. This structure shall provide a means for semantic equivalence to allow mapping between
entities. Using this meta-level structure, a translation between the constituent entities is then possible.
More complex scenarios aiming at integrated interoperability, are not covered in this document.
4.3 Simple scenario
4.3.1 Overview
The general process of data exchange in the context of ISO 15926 is explained from a practical point
of view of conformance testing of the software implementation to ISO 15926, taking in count the
technology available today. This subclause is about data exchange in terms of physically exchanging
a file between two parties to exchange explicit, unambiguous asset management information.
Development of software that supports this way of file exchange is outside the scope of this document.
4.3.2 Introduction
As an example, the exchange of data in the creation process of an asset owner with a contractor is used
in the context of a unified interoperability approach. The principle used in this example is shown in
Figure 2. The handover is represented by an envelope containing the payload file.
© ISO 2019 – All rights reserved 5

---------------------- Page: 10 ----------------------
ISO 15926-10:2019(E)

Figure 2 — Principle of data exchange on a commonly shared ontology and RDL
4.3.3 Process steps of the workflow of exchange data
Within this document, a systematic approach using four software implementation layers is presented
in Figure 3, in order to organize the exchange process.
Figure 3 — Layers within the process of data exchange
The four layers are shown in Figure 3 are as follows:
— role and scope of the data exchange (the red arrows in Figure 4);
6 © ISO 2019 – All rights reserved

---------------------- Page: 11 ----------------------
ISO 15926-10:2019(E)

— content: definitions of the objects that can be found in the exchange file, classified according to the
shared RDL;
— semantics (meaning) of the data exchanged defined by the part or parts of ISO 15926 agreed on;
— syntax and storage: the method of serialization and syntax used on the data level.
A step-by-step enumeration of the tasks carried out during a process has been extracted for a chosen
scenario. Moreover, it shall fall into some of the following activities executed by the asset owner either
the contractor where specific entities, e.g. objects in the context of a specific plant or project shall be
determined. This process can be referred to as “role and scope.”
Furthermore, once a relevant entity is identified, the relevant RDL items shall be selected.
Figure 4 — Activity model as a basis for the selection of role and scope of data exchange
4.3.4 Aspects to be validated
In Figure 5, a scenario is presented where the asset owner, designing a process plant, exchange data
with the contractor about this plant in the context of a contract between the asset owner and the
contractor about delivering the design made by the contractor to the asset owner.
The total design of the process plant is stored in a repository owned by the asset owner. The contractor
does have its repository to store and maintain its design, including all information, not directly relevant
for the asset owner.
Within the project, a shared ontology and RDL (both on class level) is agreed and represents the
semantics of the design to be stored and exchanged on the data level (content layer in Figure 3).
All objects within both the repository of the asset owner and the contractor are classified as a class in
the shared RDL and are identified by commonly used identifiers (UID’s, recognized by both plant owner
and contractor).
© ISO 2019 – All rights reserved 7

---------------------- Page: 12 ----------------------
ISO 15926-10:2019(E)

The moment the asset owner has the essential information in its repository to deliver the contractor the
context for the design scope, the asset owner extracts this information as a data set from its repository.
The asset owner transforms the dataset according to the semantic representation method (a specific
part or coherent set of ISO 15926 parts) and verifies the data set against the classes, rules, and
constraints as captured in the ontology and RDL (semantics layer in Figure 3).
The asset owner packs this dataset in a digital envelope according to the serialization method as
specified in the handover specification and sends this envelope to the contractor.
The contractor receives the envelope and checks whether it can unpack the data set, according to the
specified methods in the handover specification. The contractor verifies the data set against the classes,
allowed relations, rules, and constraints as captured in the ontology and RDL.
The data set is imported in its repository, so contractor now knows the context of its design scope in
terms of the class of systems or equipment that needs to be designed and corresponding identifiers of
already defined systems and equipment with their classes, within the repository of the asset owner.
Figure 5 — Bi-directional data exchange scenario between asset owner and contractor
Furthermore, two additional scenarios for the metadata of the project (name and identifier of the asset
owner, name, identifier of the plant, and date sent) can be realized using:
— separate header file in the envelope;
— integration of this metadata in the payload file (metadata model according to the ontology).
The above statement leads to the following two options:
— scenario needs to be defined in the handover specification;
— asset owner can decide to include the ontology and RDL files within the envelope.
The contractor adds equipment with identifiers and specifications, classified according to the ontology
and RDL classes and herein defined relations to the baseline as delivered by the asset owner.
8 © ISO 2019 – All rights reserved

---------------------- Page: 13 ----------------------
ISO 15926-10:2019(E)

The moment the contractor wants to exchange a baseline of the contractor’s design with the asset
owner, the contractor extracts the relevant data set (the set of objects the contractor wants to deliver to
the plant owner) from the contractor’s repository
The contractor transforms the dataset according to the semantic representation method (a specific part
or coherent set of ISO 15926 parts) and verifies the data set against the classes, rules and constraints as
captured in the ontology and RDL and verifies the data set against the classes, allowed relations, rules
and constraints as captured in the ontology and RDL.
Then the contractor packs the dataset into the envelope, including metadata about the delivery
according to the agreed scenario in the h
...

Questions, Comments and Discussion

Ask us and Technical Secretary will try to provide an answer. You can facilitate discussion about the standard in here.