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

Describes the interface content between manufacturing control functions and othet enterprise functions. The interfaces considered are the interfaces between levels 3 and 4 of the hierarchical model defined by this standard. The goal is to reduce the risk, cost, and errors associated with implementing these interfaces. Can be used to reduce the effrort associated with implementing new product offerings. The goal is to have enterprise systems and control systems that inter-operate and easily integrate.

Integration von Unternehmensführungs- und Leitsystemen -- Teil 1: Modelle und Terminologie

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

décrit le contenu de l'interface entre les fonctions de contrôles de fabrication et les autres fonctions de l'entreprise. Les interfaces considérées sont les interfaces entre les Niveaux 3 et 4 du modèle hiérarchique défini par cette norme. Le but est de réduire le risque, le coût et les erreurs associés à la mise en place de ces interfaces.

Integracija sistemov za upravljanje podjetij - 1. del: Modeli in terminologija (IEC 62264-1:2003)

General Information

Status
Withdrawn
Publication Date
17-Apr-2008
Withdrawal Date
16-Jun-2016
Current Stage
9900 - Withdrawal (Adopted Project)
Start Date
16-Jun-2016
Due Date
09-Jul-2016
Completion Date
17-Jun-2016

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SLOVENSKI STANDARD
SIST EN 62264-1:2008
01-junij-2008
Integracija sistemov za upravljanje podjetij - 1. del: Modeli in terminologija (IEC
62264-1:2003)
Enterprise-control system integration - Part 1: Models and terminology
Integration von Unternehmensführungs und Leitsystemen - Teil 1: Modelle und
Terminologie
Intégration des systemes entreprise-contrôle - Partie 1: Modeles et terminologie
Ta slovenski standard je istoveten z: EN 62264-1:2008
ICS:
25.040.01 Sistemi za avtomatizacijo v Industrial automation
industriji na splošno systems in general
35.240.50 Uporabniške rešitve IT v IT applications in industry
industriji
SIST EN 62264-1:2008 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------

EUROPEAN STANDARD
EN 62264-1

NORME EUROPÉENNE
January 2008
EUROPÄISCHE NORM

ICS 25.040; 35.240.50


English version


Enterprise-control system integration -
Part 1: Models and terminology
(IEC 62264-1:2003)


Intégration des systèmes  Integration von Unternehmensführungs-
entreprise-contrôle - und Leitsystemen -
Partie 1: Modèles et terminologie Teil 1: Modelle und Terminologie
(CEI 62264-1:2003) (IEC 62264-1:2003)




This European Standard was approved by CENELEC on 2007-12-01. CENELEC members are bound to comply
with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard
the status of a national standard without any alteration.

Up-to-date lists and bibliographical references concerning such national standards may be obtained on
application to the Central Secretariat or to any CENELEC member.

This European Standard exists in three official versions (English, French, German). A version in any other
language made by translation under the responsibility of a CENELEC member into its own language and notified
to the Central Secretariat has the same status as the official versions.

CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Cyprus, the
Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,
Sweden, Switzerland and the United Kingdom.

CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung

Central Secretariat: rue de Stassart 35, B - 1050 Brussels


© 2008 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.
Ref. No. EN 62264-1:2008 E

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EN 62264-1:2008 - 2 -
Foreword
The text of the International Standard IEC 62264-1:2003, prepared by SC 65A, System aspects, of
IEC TC 65, Industrial-process measurement, control and automation, and ISO TC 184/SC 5/JWG 15,
Enterprise-control system integration, was submitted to the Unique Acceptance Procedure and was
approved by CENELEC as EN 62264-1 on 2007-12-01 without any modification.
The following dates were fixed:
– latest date by which the EN has to be implemented
at national level by publication of an identical
national standard or by endorsement (dop) 2008-12-01
– latest date by which the national standards conflicting
with the EN have to be withdrawn (dow) 2010-12-01
Annex ZA has been added by CENELEC.
__________
Endorsement notice
The text of the International Standard IEC 62264-1:2003 was approved by CENELEC as a European
Standard without any modification.
__________

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- 3 - EN 62264-1:2008

Annex ZA
(normative)

Normative references to international publications
with their corresponding European publications

The following referenced documents are indispensable for the application 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.

NOTE  When an international publication has been modified by common modifications, indicated by (mod), the relevant EN/HD
applies.

Publication Year Title EN/HD Year
IEC 61512-1 1997 Batch control - EN 61512-1 1999
Part 1: Models and terminology


ISO 10303-1 1994 Industrial automation systems and ENV ISO 10303-1 1995
integration - Product data representation and
exchange -
Part 1: Overview and fundamental principles


ISO 15531-1 2004 Industrial automation systems and - -
integration - Industrial manufacturing
management data -
Part 1: General


ISO 15704 2000 Industrial automation systems - - -
Requirements for enterprise-reference
architectures and methodologies


ISO/IEC 19501 2005 Information technology - Open Distributed - -
Processing - Unified Modeling Language
(UML)

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NORME CEI
INTERNATIONALE IEC
62264-1
INTERNATIONAL
Première édition
STANDARD
First edition
2003-03
Intégration des systèmes entreprise-contrôle –
Partie 1:
Modèles et terminologie
Enterprise-control system integration –
Part 1:
Models and terminology
 IEC 2003 Droits de reproduction réservés  Copyright - all rights reserved
Aucune partie de cette publication ne peut être reproduite ni No part of this publication may be reproduced or utilized in any
utilisée sous quelque forme que ce soit et par aucun procédé, form or by any means, electronic or mechanical, including
y compris la photocopie et les photocopying and microfilm, without permission in writing from
électronique ou mécanique,
microfilms, sans l'accord écrit de l'éditeur. the publisher.
International Electrotechnical Commission, 3, rue de Varembé, PO Box 131, CH-1211 Geneva 20, Switzerland
Telephone: +41 22 919 02 11 Telefax: +41 22 919 03 00 E-mail: inmail@iec.ch  Web: www.iec.ch
CODE PRIX
XG
PRICE CODE
Pour prix, voir catalogue en vigueur
For price, see current catalogue

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62264-1  IEC:2003 – 3 –
CONTENTS
FOREWORD.9
INTRODUCTION.13
1 Scope.17
2 Normative references.17
3 Terms and definitions.19
4 Enterprise-control system integration overview .25
4.1 Introduction.25
4.2 Criteria for inclusion in manufacturing operations and control domain.27
5 Hierarchy models.29
5.1 Hierarchy model introduction.29
5.2 Scheduling and control hierarchy.29
5.3 Equipment hierarchy.39
5.4 Decision hierarchy.43
6 Functional data flow model .45
6.1 Functional data flow model contents.45
6.2 Functional data flow model notation .45
6.3 Functional enterprise-control model.47
6.4 Functions.49
6.5 Information flows.63
7 Object model.73
7.1 Model explanation .73
7.2 Categories of information.75
7.3 Object model structure .89
7.4 Object model extensibility.91
7.5 Resources and views .91
7.6 Production capability information.111
7.7 Product definition information .119
7.8 Production information.125
7.9 Model cross-reference.143
8 Completeness, compliance and conformance.151
8.1 Completeness.151
8.2 Compliance.151
8.3 Conformance.151

Annex A (informative) IEC 62264 relationship with some other standardization work in
the manufacturing related area .153
Annex B (informative) Business drivers and key performance indicators .165
Annex C (informative) Discussion on models .181
Annex D (informative) Selected elements of the Purdue Reference Model .189
Annex E (informative) PRM correlation to MESA International
model and IEC 62264 models .285
Annex F (informative) Systems, resources, capability, capacity and time .291

Bibliography.305

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62264-1  IEC:2003 – 5 –

Figure 1 – Outline of models in the standard.27
Figure 2 – Enterprise-control system interface .29
Figure 3 – Functional hierarchy.31
Figure 4 – Equipment hierarchy .39
Figure 5 – Functional enterprise/control model.49
Figure 6 – Areas of information exchange.75
Figure 7 – Production capability information.77
Figure 8 – Process segment capabilities .79
Figure 9 – Production information definition .81
Figure 10 – Example of process segments.85
Figure 11 – Possible information overlaps.85
Figure 12 – Production information .87
Figure 13 – Segment relationships.89
Figure 14 – Personnel model .93
Figure 15 – Equipment model .97
Figure 16 – Material model .103
Figure 17 – Process segment model .109
Figure 18 – Production capability model .113
Figure 19 – Process segment capability model .117
Figure 20 – Current and future capacities .119
Figure 21 – Product definition model.121
Figure 22 – Production schedule model .127
Figure 23 – Production performance model.137
Figure 24 – Object model inter-relations .145
Figure B.1 – Multiple business and production processes .167
Figure C.1 – Scope for Purdue Reference Model (PRM) for manufacturing .187
Figure D.1 – Assumed hierarchical computer control structure for a large
manufacturing complex .191
Figure D.2 – Assumed hierarchical computer control system structure for an industrial
plant .193
Figure D.3 – Assumed hierarchical computer control structure for an industrial
company to show Level 5 and its relationship to Level 4 .195
Figure D.4 – Definition of the real tasks of the hierarchical computer control system (as
modified) .203
Figure D.5 – Hierarchy arrangement of the steel plant control to show relationship of
hierarchy to plant structure .215
Figure D.6 – Hierarchy arrangement of the steel plant control system as studied for
energy optimization.215
Figure D.7 – Hierarchy arrangement of the paper-mill control to show relationship of
hierarchy to plant structure .217
Figure D.8 – The hierarchy control scheme as applied to a petrochemical plant.217
Figure D.9 – The hierarchy control scheme as applied to a pharmaceuticals plant .219
Figure D.10 – Computer-integrated manufacturing system (CIMS) (Cincinnati-Milicron
proposal) .219

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62264-1  IEC:2003 – 7 –
Figure D.11 – Relationship of the several classes of functional entities which comprise
the CIM reference model and computer-integrated manufacturing itself .235
Figure D.12 – Major external influences as used in the data-flow model.235
Figure D.13 – Requirements interfacing of corporate management and staff functional
entities to the factory .237
Figure D.14 – Report interfacing to corporate management and staff functional entities
from the factory .237
Figure D.15 – Interface of government regulations, etc., to the factory.239
Figure D.16 – 0.0 facility model .241
Figure D.17 – 1.0 order processing .243
Figure D.18 – 2.0 production scheduling .245
Figure D.19 – 3.0 production control .247
Figure D.20 – 3.1 process support engineering .249
Figure D.21 – 3.2 maintenance .251
Figure D.22 – 3.3 operations control .253
Figure D.23 – 4.0 materials and energy control.255
Figure D.24 – 5.0 procurement .257
Figure D.25 – 6.0 quality assurance.259
Figure D.26 – 7.0 product inventory .261
Figure D.27 – 8.0 cost accounting.263
Figure D.28 – 9.0 product shipping administration .265
Figure F.1 – Production or manufacturing system .297
Figure F.2 – IDEFO actigram .297

Table 1 – Yourdon notation used .47
Table 2 – UML notation used .91
Table 3 – Model cross-reference.147
Table D.1 – Generic list of duties of all integrated information and automation systems .199
Table D.2 – An overall plant automation system provides .199
Table D.3 – Notes regarding optimization (improvement) of manufacturing efficiency .201
Table D.4 – Summary of duties of control computer systems .201
Table D.5 – Potential factors for facilitating integrated control system
development and use.205
Table D.6 – Required tasks of the intra-company management information system
(Level 4B of Figure D.1 or Figure D.2 or Level 5 of Figure D.3).205
Table D.7 – Duties of the production scheduling and operational management level
(Levels 4A or 5A).207
Table D.8 – Duties of the area level (Level 3) .207
Table D.9 – Duties of the supervisory level (Level 2) .209
Table D.10 – Duties of the control level (Level 1).209
Table D.11 – Information flow model of generic production facility mini-specs
(definition of functions) .221
Table D.12 – Correlation of information flow tasks with the tasks
of the scheduling and control hierarchy.267

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62264-1  IEC:2003 – 9 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
___________

ENTERPRISE-CONTROL SYSTEM INTEGRATION –

Part 1: Models and terminology


FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of IEC is to promote
international co-operation on all questions concerning standardization in the electrical and electronic fields. To
this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,
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with the International Organization for Standardization (ISO) in accordance with conditions determined by
agreement between the two organizations.
2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international
consensus of opinion on the relevant subjects since each technical committee has representation from all
interested IEC National Committees.
3) IEC Publications have the form of recommendations for international use and are accepted by IEC National
Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC
Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any
misinterpretation by any end user.
4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications
transparently to the maximum extent possible in their national and regional publications. Any divergence
between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in
the latter.
5) IEC provides no marking procedure to indicate its approval and cannot be rendered responsible for any
equipment declared to be in conformity with an IEC Publication.
6) All users should ensure that they have the latest edition of this publication.
7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and
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8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
indispensable for the correct application of this publication.
9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of
patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 62264-1 has been developed by subcommittee 65A: System aspects,
of IEC technical committee 65: Industrial-process measurement and control, and by
ISO technical committee 184/SC5: Architecture, communication and integration frameworks.
This standard is based upon ANSI/ISA-95.00.01-2000, 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 bilingual version (2003-12) replaces the English version.
___________
*
For information on ISA standards, contact ISA at: ISA – The Instrumentation, Systems and Automation Society,
PO Box 12277, Research Triangle Park, NC 27709, USA, Tel. 1+919.549.8411, URL: standards.isa.org.

---------------------- Page: 9 ----------------------

62264-1  IEC:2003 – 11 –
This standard was submitted to the National Committees for voting under the Fast Track
Procedure as the following documents:
FDIS Report on voting
65A/369/FDIS 65A/373/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.
The French version of this standard has not been voted upon.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
IEC 62264 consists of the following parts under the general title Enterprise-control system
integration:
– Part 1: Models and terminology
– Part 2: Object models and attributes
– Part 3: Models of manufacturing operations

The committee has decided that the contents of this publication will remain unchanged until
2006. At this date, the publication will be
• reconfirmed;
• withdrawn;
• replaced by a revised edition, or
• amended.

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62264-1  IEC:2003 – 13 –
INTRODUCTION
IEC 62264 is a multi-part standard that defines the interfaces between enterprise activities
and control activities. This standard provides standard models and terminology for describing
the interfaces between the business systems of an entreprise and its manufacturing-control
systems. The models and terminology presented in this standard
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 control systems
with enterprise systems; and
c) can be applied regardless of the degree of automation.
Specifically, this standard 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.
It is not the intent of this standard 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 standard discusses the interface content between manufacturing-control functions and
other enterprise functions, based upon the Purdue Reference Model for CIM (hierarchical
form) as published by ISA. This standard presents a partial model or reference model as
defined in ISO 15704.
The scope of this standard is limited to describing the relevant functions in the enterprise and
the control domain and which objects are normally exchanged between these domains.
Subsequent parts will address how these objects can be exchanged in a robust, secure, and
cost-effective manner preserving the integrity of the complete system.
The intent of Clause 4 is to describe the context of the models in Clause 5 and Clause 6. It
gives the criteria used to determine the scope of the manufacturing control system domain.
Clause 4 does not contain the formal definitions of the models and terminology but describes
the context to understand the other clauses.

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62264-1  IEC:2003 – 15 –
The intent of Clause 5 is to describe hierarchy models of the activities involved in
manufacturing-control enterprises. It presents in general terms the activities that are
associated with manufacturing control and the activities that occur at the business logistics
level. It also gives an equipment hierarchy model of equipment associated with manufacturing
control.
The intent of Clause 6 is to describe a general model of the functions within an enterprise
which are concerned with the integration of business and control. It presents, in detail, an
abstract model of cont
...

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