IEC 62264-1:2013

Enterprise-control system integration — Part 1: Models and terminology

IEC 62264-1:2013 describes the manufacturing operations management domain (Level 3) and its activities, and the interface content and associated transactions within Level 3 and between Level 3 and Level 4. This description enables integration between the manufacturing operations and control domain (Levels 3, 2, 1) and the enterprise domain (Level 4). Its goals are to increase uniformity and consistency of interface terminology and reduce the risk, cost, and errors associated with implementing these interfaces. IEC 62264-1 can be used to reduce the effort associated with implementing new product offerings. This second edition cancels and replaces the first edition published in 2003. It constitutes a technical revision and includes the following significant technical changes with respect to the previous edition: - the functional hierarchy in 5.2 was extended using the definitions from IEC 62264-3; - the equipment hierarchy in 5.3 was extended using the definitions from IEC 62264-3; - a physical asset equipment model was added in 5.3; - the generic model of manufacturing operations management categories in Clause 7 was added using information from IEC 62264-3; - the formal UML models that were in Clause 7 were moved to IEC 62264-2 and the remaining data definitions are now in Clause 8; - the capacity and capability model in Clause 8 was extended; - new Annexes A and B were moved from IEC 62264-3; - Subclause 5.5 on the decision hierarchy was removed and a reference added to ISO 15704; - Annex C, D, E were moved to a Technical Report; - Annex F was removed.

Intégration des systèmes entreprise-contrôle — Partie 1: Modèles et terminologie

La CEI 62264-1:2013 décrit le domaine de gestion des activités de la fabrication (niveau 3) et ses activités, et le contenu d'interface et les transactions associées à l'intérieur du niveau 3 et entre niveau 3 et niveau 4. Cette description permet une intégration entre le domaine des activités et du contrôle de la fabrication (niveaux 3, 2, 1) et le domaine de l'entreprise (niveau 4). Ses objectifs sont d'augmenter l'uniformité et la cohérence de la terminologie d'interface et de réduire le risque, le coût et les erreurs associées à la mise en oeuvre de ces interfaces. La CEI 62264-1 peut être utilisée pour réduire l'effort associé à la mise en oeuvre de nouvelles offres de produits. Le but est d'obtenir un système d'entreprise et des systèmes de contrôle qui interagissent et s'intègrent facilement. Cette deuxième édition annule et remplace la première édition, parue en 2003. Elle constitue une révision technique et inclut les modifications techniques suivantes: - la hiérarchie fonctionnelle en 5.2 a été développée en utilisant les définitions de la CEI 62264-3; - la hiérarchie d'équipements en 5.3 a été développée en utilisant les définitions de la CEI 62264-3; - un modèle d'équipements à actifs physiques a été ajouté à 5.3; - le modèle générique des catégories de gestion des activités de fabrication à l'Article 7 a été ajouté en utilisant les informations de la CEI 62264-3; - les modèles UML formels qui étaient à l'Article 7 ont été déplacés vers la CEI 62264-2 et les définitions de données restantes sont maintenant à l'Article 8; - le modèle de capacité et de capabilité à l'Article 8 a été développé; - des nouvelles Annexes A et B ont été déplacées depuis la CEI 62264-3; - le Paragraphe 5.5 relatif à la hiérarchie de décision a été supprimé et une référence a été ajoutée à l'ISO 15704; - les Annexes C, D et E ont été supprimées et déplacée vers un Rapport technique; - l'Annexe F a été supprimée.

General Information

• Status: Published
• Publication Date: 27-May-2013
• ICS: 01.040.25 - Manufacturing engineering (Vocabularies)
• ICS: 25.040.40 - Industrial process measurement and control
• Technical Committee: ISO/TC 184/SC 5 - Interoperability, integration, and architectures for enterprise systems and automation applications
• Drafting Committee: ISO/TC 184/SC 5 - Interoperability, integration, and architectures for enterprise systems and automation applications
• Current Stage: 9060 - Close of review
• Start Date: 02-Dec-2025

Relations

• Revises: IEC 62264-1:2003 - Enterprise-control system integration — Part 1: Models and terminology
• Effective Date: 04-Sep-2010

Standards Content (Sample)

IEC 62264-1
Edition 2.0 2013-05
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside


Enterprise-control system integration –
Part 1: Models and terminology

Intégration des systèmes entreprise-contrôle –
Partie 1: Modèles et terminologie

IEC 62264-1:2013

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IEC 62264-1


Edition 2.0 2013-05




INTERNATIONAL



STANDARD




NORME



INTERNATIONALE
colour

inside










Enterprise-control system integration –

Part 1: Models and terminology




Intégration des systèmes entreprise-contrôle –

Partie 1: Modèles et terminologie
















INTERNATIONAL

ELECTROTECHNICAL

COMMISSION


COMMISSION

ELECTROTECHNIQUE

PRICE CODE
INTERNATIONALE

CODE PRIX XC


ICS 25.040; 35.240.50 ISBN 978-2-83220-734-5



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 – 62264-1 © IEC:2013
CONTENTS
FOREWORD . 5
INTRODUCTION . 7
1 Scope . 9
2 Normative references . 9
3 Terms, definitions and abbreviations . 10
3.1 Terms and definitions . 10
3.2 Abbreviations . 15
4 Enterprise-control system integration overview . 15
5 Hierarchy models . 17
5.1 Hierarchy model introduction . 17
5.2 Functional hierarchy . 17
5.2.1 Hierarchy levels . 17
5.2.2 Criteria for inclusion in manufacturing operations and control domain . 19
5.2.3 Level 4 activities . 19
5.2.4 Level 3 activities . 20
5.3 Role-based equipment hierarchy . 22
5.3.1 Role-based equipment hierarchy model . 22
5.3.2 Enterprise . 24
5.3.3 Site. 24
5.3.4 Area . 24
5.3.5 Work center and work unit . 24
5.3.6 Production unit and unit . 26
5.3.7 Production line and work cell . 26
5.3.8 Process cell and unit . 26
5.3.9 Storage zone and storage unit . 26
5.4 Physical asset equipment hierarchy . 27
6 Functional data flow model . 28
6.1 Functional data flow model contents . 28
6.2 Functional data flow model notation . 28
6.3 Functional model . 29
6.4 Functions . 30
6.4.1 Order processing . 30
6.4.2 Production scheduling . 30
6.4.3 Production control . 31
6.4.4 Material and energy control . 33
6.4.5 Procurement . 33
6.4.6 Quality assurance . 33
6.4.7 Product inventory control . 34
6.4.8 Product cost accounting . 34
6.4.9 Product shipping administration . 35
6.4.10 Maintenance management . 35
6.4.11 Marketing and sales . 36
6.4.12 Research, development, and engineering . 36
6.5 Information flows . 36
6.5.1 Information flow descriptions . 36
6.5.2 Schedule . 36

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62264-1 © IEC:2013 – 3 –
6.5.3 Production from plan . 36
6.5.4 Production capability . 36
6.5.5 Material and energy order requirements . 37
6.5.6 Incoming order confirmation . 37
6.5.7 Long-term material and energy requirements . 37
6.5.8 Short-term material and energy requirements . 37
6.5.9 Material and energy inventory . 38
6.5.10 Production cost objectives . 38
6.5.11 Production performance and costs . 38
6.5.12 Incoming material and energy receipt . 38
6.5.13 Quality assurance results . 38
6.5.14 Standards and customer requirements . 39
6.5.15 Product and process requirements . 39
6.5.16 Finished goods waiver . 39
6.5.17 In-process waiver request . 39
6.5.18 Finished goods inventory . 39
6.5.19 Process data . 40
6.5.20 Pack-out schedule . 40
6.5.21 Product and process information request . 40
6.5.22 Maintenance requests . 40
6.5.23 Maintenance responses . 40
6.5.24 Maintenance standards and methods . 41
6.5.25 Maintenance technical feedback . 41
6.5.26 Product and process technical feedback . 41
6.5.27 Maintenance purchase order requirements . 41
6.5.28 Production order . 41
6.5.29 Availability . 42
6.5.30 Release to ship . 42
6.5.31 Confirm to ship . 42
7 Manufacturing operations management . 42
7.1 Manufacturing operations management activities. 42
7.2 Manufacturing operations management categories . 42
7.3 Other activities within manufacturing operations management . 43
7.4 Manufacturing operations management resources . 44
8 Information model . 44
8.1 Model explanation . 44
8.2 Manufacturing operations information categories . 44
8.3 Production operations management information . 45
8.3.1 Information areas . 45
8.3.2 Production capability information . 47
8.3.3 Product definition information . 51
8.3.4 Production schedule and production performance information . 55
8.3.5 Segment relationships . 56
9 Completeness, compliance and conformance . 57
9.1 Completeness . 57
9.2 Compliance . 57
9.3 Conformance . 57

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Annex A (informative) Other enterprise activities affecting manufacturing operations
management . 58
Annex B (informative)  Associated standards . 63
Annex C (informative)  Business drivers and key performance indicators . 67
Annex D (informative) Questions and answers about the IEC 62264 series . 74
Bibliography . 76

Figure 1 – Outline of models in the standard . 16
Figure 2 – Enterprise-control system interface . 17
Figure 3 – Functional hierarchy . 18
Figure 4 – Role-based equipment hierarchy . 23
Figure 5 – Example of defined types of work centers and work units . 25
Figure 6 – Example of a physical asset hierarchy related to role-based equipment
hierarchy . 28
Figure 7 – Functional model . 30
Figure 8 – Manufacturing operations management model . 43
Figure 9 – Manufacturing operations information . 45
Figure 11 – Areas of production operations management information . 47
Figure 12 – Production capability information . 47
Figure 13 – Current and future capacities . 48
Figure 14 – Future capacity confidence factor . 49
Figure 15 – Past capacity unused capacity reasons . 50
Figure 16 – Process segment capabilities . 51
Figure 17 – Production information definition . 52
Figure 18 – Product segment relation to process segment . 53
Figure 19 – Example of nested product segments . 54
Figure 20 – Possible information overlaps . 54
Figure 21 – Production information . 55
Figure 22 – Segment relationships . 57
Figure A.1 – Other enterprise activities affecting manufacturing operations . 58
Figure A.2 – Functions in management of regulatory compliance . 61
Figure C.1 – Multiple business and production processes . 68

Table 1 – Storage zone and storage unit examples . 27
Table 2 – Yourdon-DeMarco notation used . 29

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62264-1 © IEC:2013 – 5 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
_____________

ENTERPRISE-CONTROL SYSTEM INTEGRATION –

Part 1: Models and terminology


FOREWORD
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International Standard IEC 62264-1 has been prepared by subcommittee 65E: Devices and
integration in enterprise systems, of IEC technical committee 65: Industrial-process
measurement, control and automation, in co-operation with ISO technical committee 184/SC5:
Interoperability, integration and architectures for enterprise systems and automation
applications.
It is published as a double logo standard.
This standard is based upon ANSI/ISA-95.00.01-2010, Enterprise-Control System Integration
– Part 1: Models and terminology. It is used with permission of the copyright holder, the
Instrumentation, Systems and Automation Society (ISA). ISA encourages the use and
application of its industry standards on a global basis.
This second edition cancels and replaces the first edition published in 2003. This edition
constitutes a technical revision.

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– 6 – 62264-1 © IEC:2013
This edition includes the following significant technical changes with respect to the previous
edition:
a) the functional hierarchy in 5.2 was extended using the definitions from
IEC 62264-3;
b) the equipment hierarchy in 5.3 was extended using the definitions from IEC 62264-3;
c) a physical asset equipment model was added in 5.3;
d) the generic model of manufacturing operations management categories in Clause 7 was
added using information from IEC 62264-3;
e) the formal UML models that were in Clause 7 were moved to IEC 62264-2 and the
remaining data definitions are now in Clause 8;
f) the capacity and capability model in Clause 8 was extended;
g) a new Annex A was moved from IEC 62264-3;
h) a new Annex B was moved from IEC 62264-3;
i) Subclause 5.5 on the decision hierarchy was removed and a reference added to
ISO 15704 which is now available;
j) old Annex C was removed and moved to a Technical Report;
k) old Annex D was removed and, moved to a Technical Report;
l) old Annex E was removed and moved to a Technical Report;
m) old Annex F was removed.
The text of this standard is based on the following documents of IEC:
FDIS Report on voting
65E/285/FDIS 65E/298/RVD

Full information on the voting for the approval of this standard can be found in the report on
voting indicated in the above table. In ISO, the standard has been approved by 10 P members
out of 10 having cast a vote.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
A list of all parts in the IEC 62264 series, published under the general title Enterprise control
system integration can be found on the IEC website.
The committee has decided that the contents of this publication will remain unchanged until
the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.

IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.

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62264-1 © IEC:2013 – 7 –
INTRODUCTION
This part of IEC 62264 is limited to describing the relevant functions in the enterprise and the
manufacturing and control domains and which information is normally exchanged between
these domains. Subsequent parts will address how this information can be exchanged in a
robust, secure, and cost-effective manner preserving the integrity of the complete system. For
purposes of IEC 62264-1, the manufacturing and control domain includes manufacturing
operations management systems, manufacturing control systems, and other associated
systems and equipment associated with manufacturing. The terms “enterprise,” “controls,”
“process control,” and “manufacturing” are used in their most general sense and are held to
be applicable to a broad sector of industries.
This part of IEC 62264 provides standard models and terminology for describing the interfaces
between the business systems of an enterprise and its manufacturing operations and control
systems. The models and terminology presented in IEC 62264-1
a) emphasize good integration practices of control systems with enterprise systems during
the entire life cycle of the systems;
b) can be used to improve existing integration capabilities of manufacturing operations and
control systems with enterprise systems; and
c) can be applied regardless of the degree of automation.
Specifically, IEC 62264 provides a standard terminology and a consistent set of concepts and
models for integrating control systems with enterprise systems that will improve
communications between all parties involved. Some of the benefits produced will
a) reduce users' times to reach full production levels for new products;
b) enable vendors to supply appropriate tools for implementing integration of control systems
to enterprise systems;
c) enable users to better identify their needs;
d) reduce the costs of automating manufacturing processes;
e) optimize supply chains; and
f) reduce life-cycle engineering efforts.
This part of IEC 62264 standard is intended for those who are:
a) involved in designing, building, or operating manufacturing facilities;
b) responsible for specifying interfaces between manufacturing and process control systems
and other systems of the business enterprise; or
c) involved in designing, creating, marketing, and integrating automation products used to
interface manufacturing operations and business systems;
d) involved in specifying, designing or managing product creation, movement and storage
within manufacturing enterprises.
It is not the intent of IEC 62264 to
– suggest that there is only one way of implementing integration of control systems to
enterprise systems;
– force users to abandon their current methods of handling integration; or
– restrict development in the area of integration of control systems to enterprise systems.
This part of IEC 62264 standard discusses the interface content between manufacturing-
control functions and other enterprise functions, based upon the Purdue Reference Model for
CIM (hierarchical fo
...