Enterprise-control system integration — Part 3: Activity models of manufacturing operations management

IEC 62264-3:2016 defines activity models of manufacturing operations management that enable enterprise system to control system integration. The activities defined in this document are consistent with the object models definitions given in IEC 62264-1. The modelled activities operate between business planning and logistics functions, defined as the Level 4 functions and the process control functions, defined as the Level 2 functions of IEC 62264-1. IEC 62264-3:2016 defines activity models of manufacturing operations management that enable enterprise system to control system integration. The activities defined in this document are consistent with the object models definitions given in IEC 62264-1. The modelled activities operate between business planning and logistics functions, defined as the Level 4 functions and the process control functions, defined as the Level 2 functions of IEC 62264-1. This second edition cancels and replaces the first edition published in 2007. This edition constitutes a technical revision. This edition includes the following significant technical changes with respect to the previous edition: a) 4.1 Manufacturing Operations Management was moved to Part 1 and therefore was removed from Part 3; b) 4.2 Functional hierarchy was moved to Part 1 and therefore was removed from Part 3; c) 4.4 Criterion for defining activities below Level 4 was moved to Part 1 and therefore was removed from Part 3; d) 4.5 Categories of production information was moved to Part 1 and therefore was removed from Part 3; e) 4.6 Manufacturing operations information was moved to Part 1 and therefore was removed from Part 3; f) 5.3 Expanded equipment hierarchy model was moved to Part 1 and therefore was removed from Part 3; g) 5.4 Expanded decision hierarchy model was removed from Part 3. The corresponding section was removed from Part 1 and replaced with a reference to ISO 15704; h) Annex A (informative) Other enterprise activities affecting manufacturing operations was moved to Part 1 and therefore was removed from Part 3; i) Annex D (informative) Associated standards was moved to Part 1 and therefore was removed from Part 3; j) Annex F (informative) Applying the decision hierarchy model to manufacturing operations management was removed from Part 3. The corresponding section was removed from Part 1 and replaced with a reference to ISO 15704; k) Annex G (informative) Mapping PSLX ontology to manufacturing operations management was removed from Part 3. The committee felt that this section is more appropriate as a PSLX white paper or TR. The names for data were changed to match the Part 4 standard names. These name changes were made in all figures and in the text.

Intégration du système de commande d'entreprise — Partie 3: Modèles d'activité pour la gestion des opérations de fabrication

L’IEC 62264-3:2016 définit des modèles de gestion des opérations de fabrication permettant l’intégration des systèmes de commande d’entreprise. Les activités définies dans le présent document sont cohérentes avec les définitions des modèles d’objets données dans l’IEC 62264-1. Les activités modélisées agissent entre les fonctions de planification et de logistique d’entreprises, définies comme étant des fonctions de Niveau 4, et les fonctions de contrôle de processus, définies comme étant des fonctions de Niveau 2 de l’IEC 62264-1. Cette édition constitue une révision technique. Cette édition inclut les modifications techniques majeures suivantes par rapport à l'édition précédente: a) 4.1 Gestion des opérations de fabrication déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; b) 4.2 Hiérarchie fonctionnelle déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; c) 4.4 Critère pour la définition des activités au-dessous du niveau 4 déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; d) 4.5 Catégories d’informations de production déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; e) 4.6 Informations sur les opérations de production déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; f) 5.3 Modèle développé de hiérarchie d’équipement déplacé dans la Partie 1 et, par conséquent, supprimé de la Partie 3; g) 5.4 Modèle développé de hiérarchie de décision supprimé de la Partie 3. La section correspondante a été supprimée de la Partie 1 et remplacée par une référence à l’ISO 15704; h) Annexe A (informative) Autres activités d’entreprise affectant les opérations de fabrication déplacée dans la Partie 1 et, par conséquent, supprimée de la Partie 3; i) Annexe D (informative) Normes associées déplacée dans la Partie 1 et, par conséquent, supprimée de la Partie 3; j) Annexe F (informative) Application du modèle hiérarchique de décision à la gestion des opérations de fabrication supprimée de la Partie 3. La section correspondante a été supprimée de la Partie 1 et remplacée par une référence à l’ISO 15704; k) Annexe G (informative) Application de l’ontologie PSLX à la gestion des opérations de fabrication supprimée de la Partie 3. Le comité a considéré que cette section était plus appropriée sous forme d’un livre blanc ou rapport technique PSLX. Modification des désignations des données pour correspondre à celles de la Partie 4. Ces modifications de désignations ont été apportées dans toutes les figures et dans l’ensemble du texte.

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IEC 62264-3
Edition 2.0 2016-12
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Enterprise-control system integration –
Part 3: Activity models of manufacturing operations management

Intégration des systèmes entreprise-contrôle –
Partie 3: Modèles d’activités pour la gestion des opérations de fabrication

IEC 62264-3:2016-12(en-fr)

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IEC 62264-3


Edition 2.0 2016-12




INTERNATIONAL



STANDARD




NORME



INTERNATIONALE
colour

inside










Enterprise-control system integration –

Part 3: Activity models of manufacturing operations management




Intégration des systèmes entreprise-contrôle –

Partie 3: Modèles d’activités pour la gestion des opérations de fabrication
















INTERNATIONAL

ELECTROTECHNICAL

COMMISSION


COMMISSION

ELECTROTECHNIQUE


INTERNATIONALE




ICS 25.040.40; 35.240.50 ISBN 978-2-8322-3698-7



Warning! Make sure that you obtained this publication from an authorized distributor.

Attention! Veuillez vous assurer que vous avez obtenu cette publication via un distributeur agréé.

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– 2 – IEC 62264-3:2016 © IEC 2016
CONTENTS
FOREWORD . 7
INTRODUCTION . 10
1 Scope . 11
2 Normative references . 11
3 Terms, definitions and abbreviations . 11
3.1 Terms and definitions. 11
3.2 Abbreviations . 13
4 Structuring concepts . 14
4.1 Activity models . 14
4.2 Manufacturing operations management elements . 14
5 Structuring models . 15
5.1 Generic template for categories of manufacturing operations management . 15
5.1.1 Template for management of operations . 15
5.1.2 Use of the generic model . 15
5.1.3 Generic activity model . 15
5.2 Interaction among generic activity models . 16
5.2.1 Information flows between generic activity models . 16
5.2.2 Handling resources within the generic activity models . 17
5.2.3 Scheduling interactions. 17
5.3 Hierarchy of planning and scheduling. 18
5.4 Resource definition for scheduling activities . 19
5.4.1 Consumed resources and non-consumed resources . 19
5.4.2 Resource capacity and availability . 20
6 Production operations management . 20
6.1 General activities in production operations management . 20
6.2 Production operations management activity model . 21
6.3 Information exchange in production operations management . 22
6.3.1 Equipment and process specific production rules . 22
6.3.2 Operational commands . 22
6.3.3 Operational responses . 22
6.3.4 Equipment and process specific data . 22
6.4 Product definition management . 22
6.4.1 Activity definition of product definition management . 22
6.4.2 Activity model of product definition management . 23
6.4.3 Tasks in product definition management . 23
6.4.4 Product definition management information . 24
6.5 Production resource management . 24
6.5.1 Activity definition of production resource management . 24
6.5.2 Activity model of production resource management . 25
6.5.3 Tasks in production resource management . 25
6.5.4 Production resource management information . 27
6.6 Detailed production scheduling . 28
6.6.1 Activity definition of detailed production scheduling . 28
6.6.2 Activity model of detailed production scheduling . 28
6.6.3 Tasks in detailed production scheduling . 29
6.6.4 Detailed production scheduling information . 31

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IEC 62264-3:2016 © IEC 2016 – 3 –
6.7 Production dispatching . 31
6.7.1 Activity definition of production dispatching . 31
6.7.2 Activity model of production dispatching . 32
6.7.3 Tasks in production dispatching . 32
6.7.4 Production dispatching information . 34
6.8 Production execution management . 35
6.8.1 Activity definition of production execution management . 35
6.8.2 Activity model of production execution management . 35
6.8.3 Tasks in production execution management . 36
6.9 Production data collection . 37
6.9.1 Activity definition in production data collection . 37
6.9.2 Activity model of production data collection . 37
6.9.3 Tasks in production data collection . 37
6.10 Production tracking . 38
6.10.1 Activity definition of production tracking . 38
6.10.2 Activity model of production tracking . 38
6.10.3 Tasks in production tracking . 38
6.11 Production performance analysis . 40
6.11.1 Activity definition of production performance analysis . 40
6.11.2 Activity model of production performance analysis . 40
6.11.3 Tasks in production performance analysis . 40
7 Maintenance operations management . 44
7.1 General activities in maintenance operations management . 44
7.2 Maintenance operations management activity model . 44
7.3 Information exchanged in maintenance operations management . 45
7.3.1 Maintenance information . 45
7.3.2 Maintenance definitions . 45
7.3.3 Maintenance capability . 46
7.3.4 Maintenance request . 46
7.3.5 Maintenance response . 46
7.3.6 Equipment-specific maintenance procedures . 46
7.3.7 Maintenance commands and procedures . 46
7.3.8 Maintenance results . 47
7.3.9 Equipment state-of-health data . 47
7.4 Maintenance definition management . 47
7.5 Maintenance resource management . 48
7.6 Detailed maintenance scheduling . 48
7.7 Maintenance dispatching . 49
7.8 Maintenance execution management . 49
7.9 Maintenance data collection . 49
7.10 Maintenance tracking . 49
7.11 Maintenance performance analysis . 50
8 Quality operations management . 51
8.1 General activities in quality operations management . 51
8.1.1 Quality operations management activities . 51
8.1.2 Quality operations scope . 51
8.1.3 Quality test operations management . 51
8.1.4 Types of testing . 52
8.1.5 Testing locations and times . 52

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– 4 – IEC 62264-3:2016 © IEC 2016
8.1.6 Quality systems . 53
8.2 Quality test operations activity model . 53
8.3 Information exchanged in quality test operations management . 54
8.3.1 Quality test definitions . 54
8.3.2 Quality test capability . 54
8.3.3 Quality test request . 55
8.3.4 Quality test response . 55
8.3.5 Quality parameters and procedures . 55
8.3.6 Test commands . 55
8.3.7 Test responses . 55
8.3.8 Quality-specific data . 56
8.4 Quality test definition management . 56
8.5 Quality test resource management . 56
8.6 Detailed quality test scheduling . 57
8.7 Quality test dispatching . 58
8.8 Quality test execution management . 58
8.8.1 General . 58
8.8.2 Testing . 58
8.9 Quality test data collection . 59
8.10 Quality test tracking . 59
8.11 Quality test performance analysis . 59
8.11.1 General . 59
8.11.2 Quality resource traceability analysis . 60
8.11.3 Quality indicators . 60
8.12 Supported activities . 60
9 Inventory operations management . 61
9.1 General activities in inventory operations management . 61
9.2 Inventory operations management activity model . 61
9.3 Information exchanged in inventory operations management . 62
9.3.1 Inventory definitions . 62
9.3.2 Inventory capability . 63
9.3.3 Inventory requests . 63
9.3.4 Inventory response . 63
9.3.5 Inventory storage definitions . 63
9.3.6 Inventory commands. 63
9.3.7 Inventory replies . 63
9.3.8 Inventory-specific data . 64
9.4 Inventory definition management . 64
9.5 Inventory resource management . 64
9.6 Detailed inventory scheduling . 65
9.7 Inventory dispatching . 65
9.8 Inventory execution management . 66
9.9 Inventory data collection . 66
9.10 Inventory tracking . 67
9.11 Inventory performance analysis . 67
10 Completeness, compliance and conformance . 68
10.1 Completeness . 68
10.2 Compliance . 68
10.3 Conformance . 68

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IEC 62264-3:2016 © IEC 2016 – 5 –
Annex A (informative) Technical and responsibility boundaries . 69
A.1 General . 69
A.2 Scope of responsibility . 69
A.3 Actual responsibility . 71
A.4 Technical integration . 71
A.5 Defining solutions . 73
Annex B (informative) Scheduling hierarchy . 74
Annex C (informative) Frequently asked questions. 76
C.1 Does this standard apply to more than just manufacturing applications? . 76
C.2 Why are the models more detailed for production operations management
than for the other categories ? . 76
C.3 What are some of the main expected uses of this standard ? . 76
C.4 How does this standard relate to enterprise-control system integration? . 76
C.5 How does this facilitate connection to ERP systems? . 76
C.6 Why is genealogy not discussed? . 76
C.7 Why are only some information flows shown? . 77
C.8 What industry does the standard apply to? . 77
C.9 What is the relation between this standard and MES? . 77
C.10 How does the QA (quality assurance) element in IEC 62264-1 relate to this
standard? . 77
Annex D (informative) Advanced planning and scheduling concepts for manufacturing
operations management. 78
D.1 General . 78
D.2 Fundamental technologies of APS . 78
D.3 Decision-making functions of APS . 79
Bibliography . 82

Figure 1 – Activity relationships . 14
Figure 2 – Generic activity model of manufacturing operations management . 16
Figure 3 – Detailed scheduling interactions . 18
Figure 4 – Schematic relationship of planning and scheduling. 19
Figure 5 –Inventory for a consumable resource . 20
Figure 6 – Activity model of production operations management . 21
Figure 7 – Product definition management activity model interfaces. 23
Figure 8 – Production resource management activity model interfaces . 25
Figure 9 – Resource management capacity reporting . 27
Figure 10 – Detailed production scheduling activity model interfaces . 29
Figure 11 – Splitting and merging production schedules to work schedules . 30
Figure 12 – Work schedule . 31
Figure 13 – Production dispatching activity model interfaces . 32
Figure 14 – Work dispatching for mixed process facility . 34
Figure 15 – Sample job list and job orders . 35
Figure 16 – Production execution management activity model interfaces . 36
Figure 17 – Production data collection activity model interfaces . 37
Figure 18 – Production tracking activity model interfaces . 38
Figure 19 – Merging and splitting production tracking information . 39

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– 6 – IEC 62264-3:2016 © IEC 2016
Figure 20 – Production performance analysis activity model interfaces . 40
Figure 21 – Activity model of maintenance operations management . 45
Figure 22 – Activity model of quality test operations management . 54
Figure 23 – Activity model of inventory operations management . 62
Figure 24 – Inventory data collection activity model . 67
Figure A.1 – Different boundaries of responsibility . 70
Figure A.2 – Lines of technical integration . 72
Figure B.1 – Sample hierarchy of schedules and scheduling activities. . 75
Figure D.1 – Levels of decision-making for production . 80

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IEC 62264-3:2016 © IEC 2016 – 7 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________

ENTERPRISE-CONTROL SYSTEM INTEGRATION –

Part 3: Activity models of manufacturing operations management

FOREWORD
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