Automation systems and integration — Oil and gas interoperability — Part 1: Overview and fundamental principles

This document provides requirements, specifications and guidance for an architecture of a supplier-neutral industrial digital ecosystem. It includes a standardized connectivity and services architecture, and a standardized use case architecture with methods to specify atomically re-usable scenarios and events, which can be used to specify the characteristics of standardized industry use cases. NOTE 1 Examples of standard industry use cases included in the secondary business process are included in Annex A along with standardized use case architecture. This document gives: — guidance for an architecture applicable to the oil and gas, petrochemical, power generation, public utilities and other asset-intensive industries; — requirements for interoperability among systems of systems, systems (including hardware and software) and components included in the secondary business process of a plant, platform or facility at any given time; — guidance on how these interoperability requirements are to be achieved and sustained in support of operations in the same plant, platform or facility; — specifications enabling the specialization of a digital ecosystem concept for the requirements of the secondary business process in included industries; — guidance to industry participants, including owner/operators and their product and services suppliers, to support their secondary business process requirements using products, which interoperate based on the specifications included in this document. NOTE 2 This document is focused on interoperability requirements for systems which play roles in the secondary business process, including those in domains identified in Figure 7.

Systèmes d'automatisation et intégration — Interopérabilité entre les industries du pétrole et du gaz — Partie 1: Vue d'ensemble et principes fondamentaux

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Status
Published
Publication Date
03-Jun-2019
Current Stage
9020 - International Standard under periodical review
Start Date
15-Jul-2025
Completion Date
15-Jul-2025
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ISO/TS 18101-1:2019 - Automation systems and integration -- Oil and gas interoperability
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TECHNICAL ISO/TS
SPECIFICATION 18101-1
First edition
2019-06
Automation systems and
integration — Oil and gas
interoperability —
Part 1:
Overview and fundamental principles
Systèmes d'automatisation et intégration — Interopérabilité entre les
industries du pétrole et du gaz —
Partie 1: Vue d'ensemble et principes fondamentaux
Reference number
©
ISO 2019
© ISO 2019
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
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ii © ISO 2019 – All rights reserved

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 2
4 Abbreviated terms .
................................................................................................................................................................................................................................................. 5
5 Overview and general requirements . 6
5.1 Secondary business process . 6
5.2 Systems of systems interoperability.10
5.3 Industrial digital ecosystem architecture .11
5.3.1 Overview .11
5.3.2 Engineering Systems .12
5.3.3 Enterprise Business Systems and Automation and Control Systems .13
5.3.4 Data Quality and Architecture .13
5.4 Inter-enterprise user stories.14
6 Compliance and conformance .16
7 OGI concept map .16
Annex A (normative) IT/OT Cloud and Standardized Use Case Architecture .17
Annex B (informative) OGI activity model .20
Annex C (informative) Relationships between selected data standards .24
Annex D (informative) OpenO&M Initiative and Associated Industry Standards .25
Bibliography .26
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
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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
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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.
This document provides an overview and outlines the fundamental principles of the ISO 18101 series.
Future parts of the ISO 18101 series will be developed including sets of industry developed use cases,
once the use cases have been documented using the Open Industrial Interoperability Ecosystem (OIIE)
use case architecture and validated using the OIIE Oil and Gas Interoperability (OGI) Pilot, with the
results captured in Technical Reports. These use cases will incrementally define industry prioritized
elements of the secondary business process, which is the scope of the ISO 18101 series.
A list of all parts in the ISO 18101 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

Introduction
It is difficult for the oil and gas industry, and other asset-intensive process industries, to adopt and
adapt digital capabilities for many core business functions. For example:
— Why is it not possible for key industrial systems and applications to "plug and play" like consumer
electronics do?
— Why is it so difficult and expensive to find, capture, manage and use the information that we need to:
— engineer, design and build industrial plants, platforms and facilities?
— operate and maintain industrial plants, platforms and facilities safely, reliably and profitably?
These issues significantly contribute to consistent patterns of major cost and schedule overruns in
capital projects. They also lead to inefficient operations and maintenance spanning the entire life-cycle
of the resulting plants, platforms and facilities. Clearly, this group of industries needs a better solutions
model to help manage operational risks throughout the life-cycle of its plants, platforms and facilities.
Despite many improvements in individual business functions, the oil and gas industry (upstream,
midstream and downstream) as well as other asset-intensive, process industries still struggle with
many inefficient business practices. Many of these inefficiencies stem from how the entire industry
and its primary participants are organized in ‘silos’. This is particularly true for life-cycle asset
management related business processes. These processes span many industry silos, crossing life-cycle
phases, while including both intra and inter-enterprise activities. Meanwhile, participating systems,
equipment, devices, materials, and services suppliers are also organized in their own industry sector
silos. Despite many efforts to break these silos down, they are persistent and are often re-enforced by
current industrial IM solutions, practices, and standards.
Digital business transformation is now being discussed as the solution for many of these issues.
Unfortunately, this industry group lacks a pragmatic, supplier-neutral basis for achieving this objective
and the sought-after business benefits in a timely manner.
The digital ecosystem concept was created for such purposes and has been successfully used in a
variety of industry groups, but for the concept to succeed, it needs to be thoughtfully specialized to
address included industry sectors, while achieving the largest practical scale. Other industry sectors
such as banking, semiconductors, aerospace, consumer electronics and eCommerce have adopted this
model using a combination of open standards and proprietary methods. Each industry has unique
characteristics resulting in industry specific methods, with some basic common denominators such as
the basic standards which define the internet and the World Wide Web.
The oil and gas industry shares many of the same engineering and work practices, while also using
many of the same system (software and hardware), equipment and device classes as many other asset-
intensive, process industries. This provides a mutually beneficial opportunity to share a supplier-neutral
industrial digital ecosystem, where the scale of the aggregated market helps encourage its adoption. A
successful industrial digital ecosystem needs to be supplier-neutral, because no single supplier has the
scale and coverage to impose its will on the entire industry, including all its key participants.
While standards such as ISO 55000 specify good practices for all types of asset management, this
document specifies how those good practices can be implemented using an industrial digital ecosystem.
This document is intended to facilitate discussions between process industry decision-makers and
the specialists who design, build and maintain the processes and systems that enable enterprises to
function. The OIIE provides an example of the proposed, supplier-neutral industrial digital ecosystem.
Key inter-enterprise relationships for the process industry digital ecosystem have been represented
in Figure 1. It depicts the three-way relationship among Owner/Operators (O/O), Engineering,
Procurement, Construction (EPC) organizations and Original Equipment Manufacturers (OEM), which
forms the backbone of the secondary business process spanning the entire asset life-cycle.
Figure 1 — OIIE inter-enterprise industrial digital ecosystem architecture
The secondary business process establishes and maintains operations capability. It spans both inter
and intra-enterprise domains, based on requirements from the standard industry use cases, which are
part of the portfolio of published, supplier-neutral standards and specifications which define the digital
ecosystem. Using a portfolio of existing, well recognized standards, reduces risks associated with the
creation of new standards. The OIIE/OGI Pilot is an interoperability test-bed and is implemented as an
instance of the OIIE, which includes standard oil and gas asset classes and use cases, most of which are
also applicable to other process industries.
This document identifies a portfolio of supplier-neutral IT and IM standards and specifications,
including and driven by standardized industry use cases addressing life-cycle asset management.
The included standards and specifications are validated to work with each other, properly supporting
the standardized industry use cases, using the OIIE/OGI Pilot. Industry solutions are also validated
to interoperate in the OIIE/OGI Pilot, based on the applicable standardized industry use cases, using
the included standards and specifications in the specified manner. Three major phases of the OIIE/OGI
Pilot have already been used to establish and validate the core methods and standards included in the
OIIE. Results from new OIIE/OGI Pilot phases will be documented and published in Technical Reports,
since they will be used to validate inclusions in future parts of the ISO 18101 series. This methodology
provides a pragmatic, supplier-neutral basis for a digital ecosystem which meets major industry
requirements for digital business transformation.
Industry implementation of the Technical Standard has the potential to substantially improve cost
and risk management for the e
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