ISO/TC 184/SC 5 - Interoperability, integration, and architectures for enterprise systems and automation applications

This document defines the basic principles for an assessment concerning the convergence of informatization and industrialization (CII) in industrial enterprises, including the following: — assessment framework definitions; — assessment reference model definitions; — assessment reference model components.

This document defines the maturity model and the evaluation methodology on convergence of informatization and industrialization in industrial enterprises. The scope of this document includes the following: — maturity model definition; — principles of evaluation questionnaires; and — guidance for a maturity evaluation method.

This document specifies the concept and structure of the ISO 16400 series. This series specify a methodology for preparing a template and items of an equipment behaviour catalogue (EBC) as a basis to structure a virtual production system.

This document defines the formatting, syntax and semantic rules for describing ? an object oriented interface for using services provided by a coordinator and ? the configuration of virtual devices and the environment for their use.

This document identifies and specifies constructs necessary for users that model enterprises in conformance with ISO 19439. This document focuses on, but is not restricted to, engineering and the integration of manufacturing and related services in the enterprise. The constructs enable the description of structure and functioning of an enterprise for use in configuring or implementing in different application domains. This document specifies an implementation framework in Clause 6 to map model constructs into such domains.

This document defines the principle of verification and validation according to the activity models and workflow of an advanced process control and optimization (APC-O) system, analyses and defines the general process for verification and validation of APC-O systems, and specifies a set of indicators and checkpoints used for verification and validation.

This document specifies a reference base of concepts and principles for enterprise architectures that enable enterprise development, enterprise integration, enterprise interoperability, human understanding and computer processing. This document further specifies requirements for models and languages created for expressing such enterprise architectures. This document specifies those terms, concepts and principles considered necessary to address stakeholder concerns and to carry out enterprise creation programmes as well as any incremental change projects required by the enterprise throughout the whole life of the enterprise. This document forms the basis by which enterprise architecture and modelling standards can be developed or aligned. This document does not define standard enterprises, standard organizational structures, standard enterprise processes, or standard enterprise data. In addition, this standard does not specify enterprise modelling processes.

This document specifies the search methodology from software unit catalogues for acquiring candidate capability units which satisfy the manufacturing application requirements.

This document provides the overview and general principles of a method for evaluating environmental performance, including energy efficiency and other factors, of a manufacturing system that influence the environment. This document is applicable to manufacturing systems for discrete, batch, and continuous manufacturing. This document is applicable to an entire manufacturing system and to a part of the manufacturing system. Life cycle assessment of products manufactured by the manufacturing system is outside the scope of ISO 20140.

This document describes an approach for using ISO 16100 to achieve cooperation between software agents by exchanging manufacturing software unit (MSU) capability profiles. The exchanged profiles among agents describe the manufacturing capabilities requested by the requester and to be fulfilled by the performer.

This document specifies an aggregation process that provides aggregated environmental performance evaluation data in accordance with a given environmental performance evaluation specification conforming to ISO 20140-2, by using a set of environmental performance evaluation data conforming to ISO 20140-5. This document does not specify any aggregation processes specific to particular implementations of manufacturing systems.

This document specifies a set of template definitions to describe the capability of a software unit of an automation solution that can be mapped to the functional requirements of a target manufacturing application. This document specifies how to develop and manage a software unit catalogue in terms of capability properties and defines mapping rules from capability profiles to a software unit catalogue.

This document contains descriptions for the practical use for applying formulae as specified in ISO 22400-2 for key performance indicators for production control and monitoring. This document is intended to be applied in conjunction with the content of ISO 22400-2.

This document specifies a framework for describing an automation solution in terms of a set of capabilities provided by a set of manufacturing software units. The framework also defines a set of capability elements and composition rules to represent the interoperability criteria in terms of the automation system capability requirements of an enterprise application.

This document specifies a formal logic-based concept specialization approach to support the development of manufacturing reference models that underpin the necessary business specific knowledge models needed to support the configuration of global production networks. This document specifies the following: — the formal sematic model approach; — hierarchical levels for property specialization; — contexts for each level; — key properties at each level; — property relationships; — property axioms; — applicability rules. The following are within the scope of this document: — production networks for discrete product manufacture; — formal semantics for the configuration of global production networks; — system level formal semantics; — designed system formal semantics; — manufacturing business system formal semantics; — global production systems network formal semantics. The following are outside the scope of this document: — in-factory formal semantics; — formal semantics for the operation of global production networks.

This document defines the detailed interface services and protocols used in a matching method based on multiple capability class structures. This document also defines a CPTI (Capability Profile Template Interface) Service Group, an Extended CPI (Capability Profile Interface) Service Group and an Extended Matcher Interface Service Group, which is extensions of the Type 1, Type 2 and Type 3 services, respectively, specified in ISO 16100-3:2005,5.4. This document also defines the CCSI (Capability Class Structure Interface) Service Group, an additional service group used to create, register, access and modify a capability class structure for the reference manufacturing domain models specified in ISO 16100-5:2009, Clause 6. This document also specifies detailed contents of the specific part of a capability profile template defined in ISO 16100-5:2009, Clause 7.

This document specifies a process for environmental performance evaluation of activities executed by a manufacturing system based on the general principles described in ISO 20140‑1. The process uses environmental performance evaluation data based on ISO 20140‑5. This document does not specify any evaluation process specific to particular implementations of manufacturing systems.

ISO 15746-2:2017 defines: - activity models to describe the dynamic aspects of the APC-O modules; - information exchange requirements of the dynamic aspects of the APC-O modules; - workflows and lifecycles of APC-O elements; - service definitions to support the following information exchanges between: · Level 3 and APC-O components; · Level 2 and APC-O components; · APC-O components within one or more APC-O systems.

ISO 16300‑3:2017 specifies a framework for verifying and validating the interoperability of manufacturing capability units (MCUs) having a set of capabilities that meet the functional requirements of a target manufacturing application solution. The verification and validation framework describes the use of the interoperability criteria in ISO 16300‑1 and the steps to be performed.

ISO 15531-44:2017 addresses the modelling of the data collected from data acquisition systems at control level to be stored at the manufacturing management level and processed further at this level for any management purpose. The following are within the scope of ISO 15531-44:2017: · quantitative or qualitative data collected from data acquisition systems at the control or management level to be stored at the management level and used later on to manage manufacturing; · time stamping and time measurement provided from data acquisition systems for control and management data. The following are outside the scope of ISO 15531-44:2017: · any data only related to remote and real time measurement and management; · product definition data as modelled in the ISO 10303 series; · catalogue and library data as modelled in ISO 13584 and ISO 15926; · control data that are only used at the control level as well as those that are not used for manufacturing management.

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.

ISO/PAS 19450:2015 specifies Object-Process Methodology (OPM) with detail sufficient for enabling practitioners to utilise the concepts, semantics, and syntax of Object-Process Methodology as a modelling paradigm and language for producing conceptual models at various extents of detail, and for enabling tool vendors to provide application modelling products to aid those practitioners. While ISO/PAS 19450:2015 presents some examples for the use of Object-Process Methodology to improve clarity, it does not attempt to provide a complete reference for all the possible applications of Object-Process Methodology.

ISO 18435-3:2015 defines the profiling methodology to use the interoperability templates of ISO 18435‑2. These profiling methods describe the construction and the use of application domain matrix elements (ADMEs), application interaction matrix elements (AIMEs), and an open technical dictionary (OTD) to support the information exchange. In particular, ISO 18435-3:2015 gives guidance related to profiling the information exchange between two applications by establishing the context, conveyance, and contents defined in ISO 18435‑2. ISO 18435-3:2015 is intended to be used in conjunction with ISO 18435‑1 and ISO 18435‑2.

ISO 11354-2:2015 specifies: - levels to represent the capability of an enterprise to interoperate with other enterprises; - measures for assessing the capability of a specific enterprise to interoperate with other enterprises; - methods for combining these measures into two kinds of overall assessment: - maturity level by concern and barrier, and - assessment relative to four designated maturity levels; - a method for representing concern and barrier overall assessments in a graphical form and for identifying where capabilities are required to achieve desired higher levels of interoperability.

ISO 15746-1:2015 establishes a framework and general functionality of a method for integration of advanced process control and optimization (APC-O) capabilities for manufacturing systems. The goal is to reduce the cost and risk associated with developing and implementing integrated APC-O capabilities. The scope of ISO 15746-1:2015 is limited to specifying the set of concepts, terms, definitions and the associated rules for describing the required functional capabilities of APC-O units. The following are outside the scope of ISO 15746-1:2015: · definition and specification of an interface or communication protocol between APC-O capabilities; · requirement and restriction of a specific technical specification when developing and implementing APC-O systems; · strategy and method of a certain APC-O system.

ISO 22400 specifies an industry-neutral framework for defining, composing, exchanging, and using key performance indicators (KPIs) for manufacturing operations management (MOM), as defined in IEC 62264‑1 for batch, continuous and discrete industries. ISO 22400-1:2014: provides an overview of what a KPI is, presents concepts of relevance for working with KPIs including criteria for constructing KPIs, specifies terminology related to KPIs, and describes how a KPI can be used.

ISO 22400 defines key performance indicators (KPIs) used in manufacturing operations management. ISO 22400-2:2014 specifies a selected number of KPIs in current practice. The KPIs are presented by means of their formula and corresponding elements, their time behaviour, their unit/dimension and other characteristics. ISO 22400-2:2014 also indicates the user group where the KPIs are used, and the production methodology to which they correspond. With reference to equipment, the KPIs in ISO 22400-2:2014 relate to work units, as specified in IEC 62264.

ISO/TR 18161:2013 describes an approach for using ISO 16100 and ISO 18435 to specify information exchange requirements between applications. This approach is based on the use of ISO 18435 application integration matrix element (AIME)/application domain matrix element (ADME) templates in conjunction with ISO 16100 manufacturing software unit (MSU) capability profiles. ISO/TR 18161:2013 also provides an example approach as applied to describing the interoperability requirements of the integrated smart pump application, which comprises the pump control application and the pump diagnostics application.

ISO 18435-2:2012 defines the structures and templates for an application interaction matrix element; an application domain matrix element. ISO 18435-2:2012 also defines the relationship between these types of elements.

ISO 20242-3:2011 defines a service interface for the communication with virtual devices comprising capabilities of software modules and physical devices, accessed via resource management services as defined in ISO 20242-2.

ISO 20242-4:2011 defines the formatting, syntax and semantic rules for describing device and coordinator capabilities with XML schema, and the configuration of devices with XML.

The purpose of ISO 11354-1:2011 is to specify a Framework for Enterprise Interoperability (FEI) that establishes dimensions and viewpoints to address interoperability barriers, their potential solutions, and the relationships between them. ISO 11354 applies to manufacturing enterprises, but can also apply to other kinds of enterprises. It is intended for use by stakeholders who are concerned with developing and deploying solutions based on information and communication technology for manufacturing enterprise process interoperability. It focuses on, but is not restricted to, enterprise (manufacturing or service) interoperability. ISO 11354-1:2011 specifies the following: viewpoints for addressing stakeholder concerns for the exchange of entities (information objects or physical objects) at the operational levels of enterprises at which interoperability is required; a framework for structuring these stakeholder concerns (business, process, service, data), the barriers relating to enterprise interoperability (conceptual, technological, organizational) and the approaches to overcome barriers (integrated, unified, federated), with contents identifying the various kinds of solutions available to enable interoperability. ISO 11354-1:2011 does not specify the specific mechanisms for the exchange of entities (information objects or physical objects), nor the manner in which interoperability solutions are implemented.

ISO 20242-2:2010 defines a service interface that provides a generic service access point for managing and operating the resources supported by the operating system of a computer and its peripherals, including special hardware on plug-in boards that are used in computer-assisted testing applications. The resource management service interface is intended to be implemented in a manner that offers the exposed services of a computing platform adapter to be generic and independent of the operating system and its communication interfaces.

ISO 16100-1:2009 specifies a framework for the interoperability of a set of software products used in the manufacturing domain and to facilitate its integration into a manufacturing application. This framework addresses information exchange models, software object models, interfaces, services, protocols, capability profiles and conformance test methods.

ISO 18435-1:2009 defines an integration modelling method and its use to integrate diagnostics, capability assessment, prognostics and maintenance applications with production and control applications. The integration of other application aspects, such as security, is outside the scope of ISO 18435.

ISO 16100-5:2009 specifies the methods and rules for matching existing manufacturing software unit (MSU) capability profiles and required capability profiles derived from multiple capability class structures. The methods and rules allow MSUs in manufacturing applications to be evaluated for interoperability and, in some cases, for interchangeability. The following are outside the scope of ISO 16100-5:2009: services for creating, registering and accessing the various templates for the reference manufacturing domain models, the manufacturing domain data and the capability class structures; the conformance tables that reference Type 1 services defined and specified in ISO 16100-3; additional services needed for managing these templates in a database or equivalent object repository.

ISO 15745-5:2007 defines the technology specific elements and rules for describing both communication network profiles and the communication related aspects of device profiles specific to HDLC-based control systems. ISO 15745-5:2007 is to be used in conjunction with ISO 15745-1 to describe an application integration framework.

ISO 16100-4:2006 specifies the test method, the associated test criteria and the statement format used to evaluate and declare the degree of conformance of an implementation, i.e. a unit under test (UUT), to the requirements specified in other parts of ISO 16100. ISO 16100-4:2006 includes definitions intended to assist a manufacturer or supplier (first party), a user or purchaser (second party), or an independent body (third party) to perform the assessment for type evaluation. ISO 16100-4:2006 contains the following: an enumeration of those conformance aspects that can be used to determine whether an implementation conforms to ISO 16100; a definition of the conformance tests and statements used in declaring which aspects are met by an implementation; a description of the aspects to be included in a conformance statement; a set of rules to select valid or invalid combinations of aspects when they are combined.

ISO 19439:2006 specifies a framework conforming to requirements of ISO 15704, which serves as a common basis to identify and coordinate standards development for modelling of enterprises, emphasising, but not restricted to, computer integrated manufacturing. ISO 19439:2006 also serves as the basis for further standards for the development of models that will be computer-enactable and enable business process model-based decision support leading to model-based operation, monitoring and control. In ISO 19439:2006, four enterprise model views are defined in this framework. Additional views for particular user concerns can be generated but these additional views are not part of this International Standard. Possible additional views are identified in ISO 15704.

ISO 16100-3:2005 specifies requirements for interface services and protocols used to access and edit capability profiles and associated templates used in the capability profiling method defined in Clause 5 of ISO 16100-2. The detailed services for accessing capability profiles and performing the matching process on these profiles are defined in ISO 16100-3:2005. ISO 16100-3:2005 is applicable only for the interoperability of software units used in the manufacturing domain. Concerns regarding interchangeability of manufacturing software units are outside the scope of this part of ISO 16100.

ISO 20242-1:2005 provides an overview of the particularities of International Standard ISO 20242 and its use in the computer-aided testing environment, the main aim of ISO 20242 being to provide users with: independence from the computer operating system; independence from the device connection technology (device interface/network); independence from device suppliers; the ability to certify device drivers with connected devices and their behaviour in the context of a given computer platform; independence from the technological device development in the future.

ISO 15745-3:2003 defines the technology specific elements and rules for describing both communication network profiles and the communication related aspects of device profiles specific to IEC 61158-based control systems. In particular, ISO 15745-3:2003 describes technology specific profile templates for the device profile and the communication network profile. Profiles for ISO/IEC 8802-3-based control systems are outside the scope of ISO 15745-3:2003. ISO 15745-3:2003 is to be used in conjunction with ISO 15745-1:2003 to describe an application integration framework. Generic elements and rules for describing integration models and application interoperability profiles, together with their component profiles (process profiles, information exchange profiles, and resource profiles) are specified in ISO 15745-1:2003.

ISO 15745-2:2003 defines the technology specific elements and rules for describing both communication network profiles and the communication related aspects of device profiles specific to ISO 11898-based control systems. In particular, ISO 15745-2:2003 describes technology specific profile templates for the device profile and the communication network profile. ISO 15745-2:2003 is to be used in conjunction with ISO 15745-1:2003 to describe an application integration framework. Generic elements and rules for describing integration models and application interoperability profiles, together with their component profiles (process profiles, information exchange profiles, and resource profiles) are specified in ISO 15745-1:2003.

ISO 15745-4:2003 defines the technology specific elements and rules for describing both communication network profiles and the communication related aspects of device profiles specific to Ethernet-based control systems. In particular, ISO 15745-4:2003 describes technology specific profile templates for the device profile and the communication network profile. ISO 15745-4:2003 is to be used in conjunction with ISO 15745-1:2003 to describe an application integration framework. Generic elements and rules for describing integration models and application interoperability profiles, together with their component profiles (process profiles, information exchange profiles, and resource profiles) are specified in ISO 15745-1:2003.

ISO 16100-2:2003 specifies a methodology for constructing profiles of manufacturing software capabilities, and is applicable to software products used in the manufacturing domain. It is an integral part of ISO 16100 (all parts), a series of International Standards for the computer-interpretable and human readable representation of a software capability profile. The goal of ISO 16100 (all parts) is to provide a method to represent the capability of manufacturing software relative to its role throughout the life cycle of a manufacturing application, independent of a particular system architecture or implementation platform.

ISO 9506 is an Application Layer communication specification, in accord with the OSI communication model. It provides a set of services appropriate to communications between automated equipment and systems that interrogate or control them. Its description of interactions follow the client server model. It is suitable for use over any network that supports full-duplex, reliable communication, such as the Internet. ISO 9506-1:2003 provides a set of abstract models of information objects that may be found in such automated systems, and the specifications of a set of abstract services that operate on these models. Part 2 provides the protocol for the messages to be exchanged between client and server to realize support for the abstract services defined in Part 1.