ISO 20140-5:2017
(Main)Automation systems and integration — Evaluating energy efficiency and other factors of manufacturing systems that influence the environment — Part 5: Environmental performance evaluation data
Automation systems and integration — Evaluating energy efficiency and other factors of manufacturing systems that influence the environment — Part 5: Environmental performance evaluation data
ISO 20140-5:2017 specifies the types of environmental performance evaluation (EPE) data, including their attributes, which can be used for evaluating the environmental performance of manufacturing systems based on the general principles described in ISO 20140‑1. It also provides recommendations for mapping the EPE data on to information models specified by IEC 62264. ISO 20140-5:2017 applies to discrete, batch and continuous manufacturing. ISO 20140-5:2017 is applicable to entire manufacturing facilities and to parts of a manufacturing facility. ISO 20140-5:2017 specifically excludes from its scope the syntax of the data and information models, the protocols to exchange data models, the functions that can be enabled by data models, and the activities in Level 1 and Level 2. The scope of ISO 20140-5:2017 also includes indicating the differences among various data and information models and the differences among various representations of environmental performance by actual data. ISO 20140-5:2017 refers to the semantics of the structured data and information models used by communication protocols. The semantics explain the meaning of the attributes and of the context information. The following are outside the scope of ISO 20140-5:2017: · product life cycle assessment; · EPE data that are specific to a particular industry sector, manufacturer or machinery; · acquisition of data; · the activity of data communication.
Systèmes d'automatisation et intégration — Évaluation de l'efficacité énergétique et autres facteurs de fabrication des systèmes qui influencent l'environnement — Partie 5: Données d'évaluation de la performance environnementale
General Information
Standards Content (Sample)
INTERNATIONAL ISO
STANDARD 20140-5
First edition
2017-04
Automation systems and
integration — Evaluating energy
efficiency and other factors of
manufacturing systems that influence
the environment —
Part 5:
Environmental performance
evaluation data
Systèmes d’automatisation et intégration — Évaluation de l’efficacité
énergétique et autres facteurs de fabrication des systèmes qui
influencent l’environnement —
Partie 5: Données d’évaluation de la performance environnementale
Reference number
ISO 20140-5:2017(E)
©
ISO 2017
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ISO 20140-5:2017(E)
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ISO 20140-5:2017(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Classification of EPE data . 4
4.1 EPE data context information . 4
4.2 Classification by source and time . 4
4.3 Further classification of data . 5
5 Actual data . 6
5.1 Overview . 6
5.2 Sources of actual data . 7
5.2.1 Overview . 7
5.2.2 Actual data located in Level 2 . 7
5.2.3 Actual data located in Level 3 . 7
5.2.4 Actual data located in Level 4 . 8
5.2.5 Selecting the source of actual data . 8
5.3 Actual data in operation step . 9
5.3.1 Overview . 9
5.3.2 Requirements for actual data in operation step .10
5.3.3 Accessibility of actual data for EPE .10
5.3.4 Representation of environmental performance by actual data.10
5.3.5 Actual energy data .11
5.3.6 Actual material data .13
5.3.7 Manufacturing operations and process actual data .14
5.3.8 Environmental actual data .14
5.4 Actual data in CRR step .15
6 External data .15
6.1 General .15
6.2 Upstream data .15
6.2.1 General.15
6.2.2 Material upstream data .16
6.2.3 Energy upstream data .16
6.3 Environmental characteristics data (ECD) .17
6.4 Exchanged residual CRR data .17
7 Reference data .18
7.1 Overview .18
7.2 Residual CRR data .18
7.3 Production control data .19
7.4 Manufacturing system data .19
7.5 Process plan data .20
8 Mapping of EPE data .20
8.1 Overview .20
8.2 Classifications relevant to energy management .22
8.3 Differences between Levels 2 and 3 and Levels 3 and 4 actual data .22
Annex A (informative) Mapping of EPE data.24
Annex B (informative) Common object model of IEC 62264‑2 .45
Annex C (informative) Structure of a KPI record described by ISO 22400‑2 .51
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ISO 20140-5:2017(E)
Annex D (informative) Use case: Measuring the itemized and the total actual
energy consumption .54
Annex E (informative) Material upstream data — Regional regulations and
international standards .56
Annex F (informative) Greenhouse gas emission along the life cycle .60
Annex G (informative) Commonly used energy data models attributes .61
Bibliography .63
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ISO 20140-5:2017(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
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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
constitute an endorsement.
For an explanation on 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 the following
URL: w w w . i s o .org/ iso/ foreword .html.
This document was prepared jointly by Technical Committee ISO/TC 184, Automation systems and
integration, Subcommittee SC 5, Interoperability, integration, and architectures for enterprise systems and
automation applications, and Technical Committee IEC/TC 65, Industrial-process measurement, control
and automation. The draft was circulated for voting to the national bodies of both ISO and IEC.
A list of all parts in the ISO 20140 series can be found on the ISO website.
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ISO 20140-5:2017(E)
Introduction
ISO 20140 specifies an environmental performance evaluation (EPE) method for evaluating the energy
efficiency and other factors of manufacturing systems that influence the environment (e.g. energy
consumption, waste and release). The EPE method includes guidelines for analysing the usage of energy
by the manufacturing system and the effects of the manufacturing system on the environment. The
method described in ISO 20140 is used to perform systematically an EPE by analysing the manufacturing
activities and the manufacturing system.
ISO 20140 is intended for discrete products/parts manufacturing systems used in manufacturing
processes such as forming, machining, painting, assembling, testing for the production of products
such as aircraft, automobile, electric appliances, machine tools and their components.
ISO 20140 focuses on applying the EPE method on a manufacturing system having a hierarchical
structure comprised of work units, work centres and areas. The EPE method can be applied for
quantifying the improvements in production management and individual manufacturing equipment
operations in various manufacturing system configurations.
The EPE method and underlying concept of ISO 20140 can also be used as the foundation for EPE for
continuous processes and batch processes.
ISO 20140 can be used for:
— benchmarking of environmental performance for a generic manufacturing system;
— performing studies of environmental performance for improving a current manufacturing
process, reconfiguring a current manufacturing system/equipment and designing a new
manufacturing system;
— comparing the environmental performance of different manufacturing systems producing the same
product;
— setting the top level target of environmental improvement and the breakdown to constituent
systems, work units and individual manufacturing equipment;
— improving the shop floor operations by visualizing the actual status of environmental performance.
Expected users of ISO 20140 are:
— managers for environmental conditions in a factory, site and enterprise;
— engineers for process planning of products;
— planners and designers for manufacturing systems;
— engineers and foremen that produce products by operating a manufacturing system.
ISO 20140-1 provides an overview and general principles of a method for evaluating the environmental
performance of manufacturing systems.
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INTERNATIONAL STANDARD ISO 20140-5:2017(E)
Automation systems and integration — Evaluating energy
efficiency and other factors of manufacturing systems that
influence the environment —
Part 5:
Environmental performance evaluation data
1 Scope
This document specifies the types of environmental performance evaluation (EPE) data, including
their attributes, which can be used for evaluating the environmental performance of manufacturing
systems based on the general principles described in ISO 20140-1. It also provides recommendations
for mapping the EPE data on to information models specified by IEC 62264.
This document applies to discrete, batch and continuous manufacturing.
This document is applicable to entire manufacturing facilities and to parts of a manufacturing facility.
This document specifically excludes from its scope the syntax of the data and information models, the
protocols to exchange data models, the functions that can be enabled by data models, and the activities
in Level 1 and Level 2.
The scope of this document also includes indicating the differences among various data and information
models and the differences among various representations of environmental performance by actual data.
This document refers to the semantics of the structured data and information models used by
communication protocols. The semantics explain the meaning of the attributes and of the context
information.
The following are outside the scope of this document:
— product life cycle assessment;
— EPE data that are specific to a particular industry sector, manufacturer or machinery;
— acquisition of data;
— the activity of data communication.
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 20140-1:2013, Automation systems and integration — Evaluating energy efficiency and other factors
of manufacturing systems that influence the environment — Part 1: Overview and general principles
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 20140-1 and the following apply.
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ISO 20140-5:2017(E)
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at http:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
actual data
data (3.2) measured or counted from the manufacturing system (3.16) during the manufacturing
process (3.15)
3.2
data
collection of values of measured or derived characteristics of objects, such as facts, processes, or events,
before it is interpreted as an information (3.5) in a formalized manner suitable for communication,
processing and interpretation
3.3
enterprise domain
domain that includes all the activities in Level 4 (3.12) and information (3.5) that flows to and from
Level 3 (3.11)
[SOURCE: IEC 62264-1:2013, 3.1.11]
3.4
external data
data (3.2) that come from outside of the manufacturing enterprise
3.5
information
combination of data (3.2) concerning objects, such as facts, processes or events, in a meaningful form
that enables interpretation with a particular meaning within a certain context
Note 1 to entry: Both data and information are collections of items. In the context of this document, data become
information when the data structure, model, or object contains also reference elements (see 3.17 and Clause 4).
Note 2 to entry: For the purpose of simplifying the text, unless explicitly specified, this document uses the word
“information” with the meaning of the term “information for environmental performance evaluation”.
3.6
environmental performance evaluation data
EPE data
data (3.2) that can used for environmental performance evaluation
3.7
key performance indicator
KPI
performance measurement of some critical aspect of the system or component
Note 1 to entry: KPIs are chosen by an organization based on a specific criterion determined by its mission,
operating plans and continual improvement procedures.
3.8
Level 0
actual physical process
Note 1 to entry: This term is used in the context of functional hierarchy of enterprise-control systems.
[SOURCE: IEC 62264-1:2013, 3.1.19, modified — Note 1 to entry has been added.]
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ISO 20140-5:2017(E)
3.9
Level 1
functions involved in sensing and manipulating the physical process
Note 1 to entry: This term is used in the context of functional hierarchy of enterprise-control systems.
[SOURCE: IEC 62264-1:2013, 3.1.18, modified — Note 1 to entry has been added.]
3.10
Level 2
functions involved in monitoring and controlling of the physical process
Note 1 to entry: This term is used in the context of functional hierarchy of enterprise-control systems.
[SOURCE: IEC 62264-1:2013, 3.1.17, modified — Note 1 to entry has been added.]
3.11
Level 3
functions involved in managing the work flows to produce the desired end-products
Note 1 to entry: This term is used in the context of functional hierarchy of enterprise-control systems.
[SOURCE: IEC 62264-1:2013, 3.1.17, modified — Note 1 to entry has been added.]
3.12
Level 4
functions involved in the business-related activities needed to manage a manufacturing organization
Note 1 to entry: This term is used in the context of functional hierarchy of enterprise-control systems.
[SOURCE: IEC 62264-1:2013, 3.1.16, modified — Note 1 to entry has been added.]
3.13
manufacturing operations and control domain
MO&C domain
domain that includes all the activities and information (3.5) that flows in Level 3 (3.11), Level 2 (3.10)
and Level 1 (3.9) and information flows to and from Level 4 (3.12)
Note 1 to entry: Traditional use of the terminology “control domain” included the activities defined here as the
terminology “manufacturing operations and control domain”.
[SOURCE: IEC 62264-1:2013, 3.1.21]
3.14
manufacturing operations management domain
MOM domain
domain that includes all the activities in Level 3 (3.11) and information (3.5) that flows to and from
Level 1 (3.9), Level 2 (3.10) and Level 4 (3.12)
Note 1 to entry: The manufacturing operations management domain is a subset of the manufacturing operations
and control domain (3.13).
Note 2 to entry: For the purposes of this document, the word “information” in this definition also means data (3.2).
[SOURCE: IEC 62264-1:2013, 3.1.23, modified – Note 2 to entry has been added.]
3.15
manufacturing process
set of processes in manufacturing involving a flow and/or transformation of material, information (3.5),
energy, control, or any other element in a manufacturing area
[SOURCE: ISO 18435-1:2009, 3.16]
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ISO 20140-5:2017(E)
3.16
manufacturing system
system comprised of a hierarchical structure of individual manufacturing equipment, coordinated by
a particular information (3.5) model to support the execution and control of manufacturing processes
(3.15) involving the flow of information, material and energy in a manufacturing plant
[SOURCE: ISO 16100-1:2009, 3.19, modified — The words “comprised of a hierarchical structure of
individual manufacturing equipment” have been added.]
3.17
reference data
data (3.2) concerning aspects of manufacturing system (3.16) and manufacturing process (3.15), data
that are generated or managed by the manufacturing system, other than actual data (3.1)
3.18
upstream data
data (3.2) associated with resources incoming through the unit process boundary
4 Classification of EPE data
4.1 EPE data context information
Values of EPE data (actual data obtained by measurements performed in Level 1) are rarely available
in the form of a single numerical value (e.g. the instantaneous beer mash temperature in fermenting
tank, the instantaneous pump energy consumption). The value of the actual data gets commonly
associated with equipment and operation context information by means of structured data models
(see Reference [36]). The actual data and context information contained in data models are thereafter
processed and aggregated into structured information models (see IEC 62264-1:2013) containing also
production control, manufacturing system and process plan context information.
Subclause 5.2 indicates that a same actual data value can be contained in multiple data and information
models located in either of the functional Levels 2, 3 and 4 of the manufacturing system.
NOTE An actual data value can be included in a variety of data and information models based on the purpose
for which that model is configured: energy management, operation control, etc.
An aspect common to the structured data and the information models is that they can be exchanged
among various activities located in different levels of the functional hierarchy while the context
information gets successively added by those activities in the model structure.
An EPE data model can contain one or more attributes. Attributes can represent context information,
including:
— when the data have been obtained;
— by what method the data have been obtained;
— how the data have been processed;
— the purpose of the data (as a response to information request, for control, for reporting, for EPE, for
KPI evaluation, etc.).
4.2 Classification by source and time
The EPE data shall be classified based on source and time, as follows:
— actual data;
— external data;
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— reference data.
Figure 1 illustrates that the actual data are being generated in the manufacturing enterprise during the
manufacturing process. The reference data are generated also within the manufacturing enterprise but
at another timing than during the execution of the manufacturing process.
A distinct category of EPE data is represented by the external data that consists of data that comes
from outside of the manufacturing enterprise.
Figure 1 — Classification of EPE data by source and time
The categories of actual, external and reference data are complementary and, as illustrated in Figure 1,
the three data categories contain together the entire amount of data needed for EPE.
The high level classification of data by source and time indicates the requirement for every data to have
the following two attributes describing the data:
a) an attribute indicating the data sourcing;
b) an attribute indicating the data timing (the time when data are created with respect to the
execution of the manufacturing process).
The two data attributes unequivocally identify whether the EPE data is actual, external or reference data.
4.3 Further classification of data
Figure 2 describes a refinement of the data classification illustrated in Figure 1. The actual, external
and reference data classes contain data types as shown in the following not all-inclusive list:
— actual data:
— actual data in operation step;
— actual data in the construction, reconfiguration and retirement (CRR) step;
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ISO 20140-5:2017(E)
— other;
— external data:
— upstream data;
— environmental characteristic data;
— residual CRR data;
— other;
— reference data:
— process control data;
— manufacturing system data;
— process plan data;
— other.
Figure 2 — Refined classification of EPE data
5 Actual data
5.1 Overview
Physical and chemical systems have measureable properties whose values describe a state of the
system. Examples of physical and chemical systems properties include temperature, distance, voltage,
flow and level. The measurements are commonly performed by transducers located in Level 1.
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ISO 20140-5:2017(E)
Level 1 actual data are rarely available to Levels 3 and 4 in a single value format as measured by a
transducer (e.g. an instantaneous temperature or voltage value). An automation system could associate
and aggregate actual data with equipment and operation context information into data and information
structures. Accordingly, the term “actual data” in this document refers commonly to a data structure
that contains an actual data value.
5.2 Sources of actual data
5.2.1 Overview
Figure 3 illustrates that the same value of an actual data value can be contained in data and information
models that can have various context information and can be found in multiple levels.
The MO&C domain and the MOM domain include only activities and information flows and do not
include actual data. This document specifies the data for EPE and does not describe either the activities
that generate actual data (e.g. data acquisition) or how the information is transferred among activities
and levels. The shapes illustrating information flows and activities in Figure 3 are marked up with grey
for the purpose of emphasizing that those specific topics are out of the scope of this
...
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