ISO 16300-1:2018

Automation systems and integration - Interoperability of capability units for manufacturing application solutions - Part 1: Interoperability criteria of capability units per application requirements

This document specifies a framework for describing an automation solution in terms of a set of capabilities provided by a set of manufacturing software units. The framework also defines a set of capability elements and composition rules to represent the interoperability criteria in terms of the automation system capability requirements of an enterprise application.

Systèmes d'automatisation et intégration — Interopérabilité des unités de capacité pour les solutions d'applications industrielles — Partie 1: Critères d'interopérabilité des unités de capacité basés sur les exigences liées aux applications

General Information

• Status: Published
• Publication Date: 27-Sep-2018
• ICS: 25.040.01 - Industrial automation systems in general
• Technical Committee: ISO/TC 184/SC 5 - Interoperability, integration, and architectures for enterprise systems and automation applications
• Drafting Committee: ISO/TC 184/SC 5/WG 4 - Manufacturing software and its environment
• Current Stage: 9060 - Close of review
• Completion Date: 04-Mar-2029

Overview

ISO 16300-1:2018 defines a framework for describing automation solutions by expressing the capabilities provided by a set of manufacturing software units (MSUs). It establishes interoperability criteria of capability units per application requirements, including capability elements, composition rules, and how capability information supports integration, discovery and verification of software components in manufacturing automation.

Key topics and requirements

• Capability-based description: Defines capability, capability class, capability element, capability profile and capability unit to represent what software units can do and how they perform.
• Interoperability criteria: Specifies interoperability requirements in terms of semantics, syntax and context of exchanges among capability units to ensure correct information exchange.
• Composition rules: Provides rules to compose capability elements and compose MSUs into an automation solution that satisfies application requirements.
• Integration and interoperability views: Distinguishes interoperability (exchange of items between entities) from integration (coordinated system behavior) and uses Object-Process Methodology (OPM) for conceptual modelling (informative).
• Support services and cataloguing: Enables interoperability services such as access to capability descriptions, automated search and location of candidate software units, and representation of dependencies for platform migration or substitution.
• Normative alignment: Built on the ISO 16100 series (manufacturing software capability profiling) and intended to be used with ISO 16300 parts 2–4 for templates, verification and search/report methods.

Practical applications and users

ISO 16300-1 is practical for organizations involved in industrial automation that need reliable software interoperability:

• System integrators and automation engineers use it to specify and verify that MSUs meet application-level capability requirements.
• Software vendors and suppliers use capability profiling to catalogue and advertise software unit functionality for reuse and distribution.
• Manufacturers and operations teams applying modular, interoperable manufacturing applications to enable component substitution, platform migration and multi-vendor integration.
• IT/OT architects and procurement to search, compare and select candidate MSUs against application needs using standardized capability descriptions.

Common use cases include integrating historian servers or MES/SCADA components across platforms (example: data exchange via OPC-UA), validating candidate software against application requirements, and enabling automated discovery of compatible manufacturing software units.

Related standards

• ISO 16100 series - Manufacturing software capability profiling (framework, methodology, templates, conformance).
• ISO 16300 series (Parts 2–4) - Part 2: capability template definitions and mapping; Part 3: verification framework; Part 4: search methodology and result reporting.

Keywords: ISO 16300-1, interoperability, manufacturing software, capability units, automation systems, MSU, capability profiling, manufacturing application.

Standards Content (Sample)

INTERNATIONAL ISO
STANDARD 16300-1
First edition
2018-10
Automation systems and
integration — Interoperability of
capability units for manufacturing
application solutions —
Part 1:
Interoperability criteria of capability
units per application requirements
Systèmes d'automatisation et intégration — Interopérabilité des
unités de capacité pour les solutions d'applications industrielles —
Partie 1: Critères d'interopérabilité des unités de capacité basés sur
les exigences liées aux applications
Reference number
©
ISO 2018
© ISO 2018
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
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Published in Switzerland
ii © ISO 2018 – All rights reserved

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Interoperability and integration views for automation applications .3
4.1 Interoperability concepts for an automation system . 3
4.2 Integration concepts for a manufacturing application of an automation system . 3
4.3 Capability element . 4
5 Relationship and structure of ISO 16300 series . 4
6 Interoperability criteria of a manufacturing application . 5
Annex A (informative) Object-Process Methodology overview . 7
Annex B (informative) Reference models for application domains . 8
Bibliography .11
Foreword
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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
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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 16300 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 2018 – All rights reserved

Introduction
ISO 16300 addresses requirements of users and suppliers of manufacturing software regarding the
interoperability of software in the area of industrial automation.
User interoperability requirements include:
— integrating an automation application system by combining capabilities of a set of software
components provided by various sources;
— substituting another software component in a software unit to provide an equivalent capability
required by the automation application system;
— integrating the capability of a software unit from one resource system platform to another platform;
— validating and verifying the capability of a software unit to meet the automation application system
requirements.
Supplier requirements include:
— representing the set of capabilities provided by a software component used in a software unit;
— verifying software component capability as a part of a required software unit capability;
— cataloguing a software unit in terms of its capability for interoperability in an automation application
system to support wide distribution.
ISO 16300 also addresses software interoperability services, which include:
— access to the description of a software capability to enable interoperability assessment;
— enabling the search and location of candidate software units and components, preferably
automatically, using search engines;
— representing the dependencies between software components for an automation application hosted
on a particular system platform.
Software capability is first defined as a set of functions and services with a set of criteria for evaluating
the performance of a capability provider. It is then expressed and represented as facts about the
software, how and what it can do. The ISO 16100 series on manufacturing software capability profiling
for interoperability was developed with the aim of providing a standardized method to describe
capabilities of manufacturing software in terms of the manufacturing software unit (MSU) capability
profile. In ISO 16100, the software component is included in the MSU. ISO 16100 also provides a way
to exchange an MSU’s capability as information by means of a capability profile. Software capability
profiling is the basis for providing the above-mentioned software interoperability services. ISO 16100
is used and applied as the foundation for ISO 16300.
To establish ISO 16300, a number of steps were required. The initial step shows what interoperability
services are enabled by using software capability profiles. The following steps develop concrete
methods and mechanisms to provide these interoperability services.
This document (ISO 16300-1) specifies a framework for describing an automation solution in terms of
a set of capabilities provided by a set of MSUs. The framework also defines a set of capability elements
and composition rules to represent the interoperability criteria in terms of the automation system
capability requirements of an enterprise application.
ISO 16300-2 specifies the template definition to describe the capability of a software unit of an
automation solution that can be mapped to the functional requirements of a target manufacturing
application. It also specifies mapping rules for composing the contents of a software unit catalogue item
in terms of the properties of the capability.
ISO 16300-3 specifies the framework for verifying interoperability of capability units associated with
application requirements and system solutions.
ISO 16300-4 specifies the search methodology for acquiring candidate capability units which satisfy
the manufacturing application requirements from the software unit catalogues and also describes the
structure of the report as an outcome of the search indicating the extent to which the candidates from
the software unit catalogues correspond to the manufacturing application requirements.
vi © ISO 2018 – All rights reserved

INTERNATIONAL STANDARD ISO 16300-1:2018(E)
Automation systems and integration — Interoperability of
capability units for manufacturing application solutions —
Part 1:
Interoperability criteria of capability units per application
requirements
1 Scope
This document specifies a framework for describing an automation solution in terms of a set of
capabilities provided by a set of manufacturing software units.
The framework also defines a set of capability elements and composition rules to represent the
interoperability criteria in terms of the automation system capability requirements of an enterprise
application.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 16100-1:2009, Industrial automation systems and integration — Manufacturing software capability
profiling for interoperability — Part 1: Framework
ISO 16100-2:2003, Industrial automation systems and integration — Manufacturing software capability
profiling for interoperability — Part 2: Profiling methodology
ISO 16100-3, Industrial automation systems and integration — Manufacturing software capability
profiling for interoperability — Part 3: Interface services, protocols and capability templates
ISO 16100-4, Industrial automation systems and integration — Manufacturing software capability
profiling for interoperability — Part 4: Conformance test methods, criteria and reports
ISO 16100-5, Industrial automation systems and integration — Manufacturing software capability profiling
for interoperability — Part 5: Methodology for profile matching using multiple capability class structures
ISO 16100-6, Industrial automation systems and integration — Manufacturing software capability
profiling for interoperability — Part 6: Interface services and protocols for matching profiles based on
multiple capability class structures
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 16100-1 and the following 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
capability
set of functions and services with a set of criteria for evaluating the performance of a
capability provider
Note 1 to entry: This definition differs from that given in ISO 15531-1 and ISO 19439, where capability is defined
as the quality of being able to perform a given activity. See IEC 62264-1 for a general definition of capability.
[SOURCE: ISO 16100-1:2009, 3.4]
3.2
capability class
element within the capability profiling (3.5) method that represents software unit functionality and
behaviour with regard to the software unit’s role in a manufacturing activity
[SOURCE: ISO 16100-2:2003, 3.3]
3.3
capability element
element used to indicate that a particular capability (3.1) is supported by the entity or manufacturing
software unit (3.9) to which the element belongs
3.4
capability profile
instance of a capability template (3.6) filled with the values corresponding to the target manufacturing
software unit (3.9)
3.5
capability profiling
selection of a set of offered services defined by a particular interface within a software interoperability
(3.8) framework
[SOURCE: ISO 16100-1:2009, 3.5]
3.6
capability template
template
schema representing a capability class (3.2)
3.7
capability unit
unit of a type intended to support the execution of a particular task
Note 1 to entry: Examples of types include mechanical, electrical, electronic, hardware and software.
3.8
interoperability
capability (3.1) of two or more entities to exchange items in accordance with a set of rules and
mechanisms implemented by an interface in each entity, in order to perform their respective tasks
Note 1 to entry: Examples of entities include devices, equipment, machines, people, processes, applications,
software units, systems and enterprises.
Note 2 to entry: Examples of items include information, material, energy, control, assets and ideas.
[SOURCE: ISO 18435-1:2009, 3.12]
2 © ISO 2018 – All rights reserved

3.9
manufacturing software unit
MSU
class of software resource, consisting of one or more manufacturing software components, performing
a definite function or role within a manufacturing activity while supporting a common information
exchange mechanism with other units
Note 1 to entry: A software unit can be modelled using UML as a software object.
[SOURCE: ISO 16100-1:2009, 3.18, modified — The abbreviated term “MSU” has been added.]
4 Interoperability and integration views for automation applications
4.1 Interop
...