EN 62264-1-2013 en Enterprise-control system integration - Part 1 Models and terminology.pdf

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1、BSI Standards PublicationEnterprise-control system integrationPart 1: Models and terminologyBS EN 62264-1:2013National forewordThis British Standard is the UK implementation of EN 62264-1:2013. It is identical to IEC 62264-1:2013. It supersedes BS EN 62264-1:2008 which is withdrawn.The UK participat

2、ion in its preparation was entrusted to Technical Com-mittee AMT/7, Industrial communications: process measurement andcontrol, including fieldbus.A list of organizations represented on this committee can be obtained onrequest to its secretary.This publication does not purport to include all the nece

3、ssary provisions ofa contract. Users are responsible for its correct application. The British Standards Institution 2013.Published by BSI Standards Limited 2013ISBN 978 0 580 76225 3ICS 25.040.01; 35.240.50Compliance with a British Standard cannot confer immunity fromlegal obligations.This British S

4、tandard was published under the authority of theStandards Policy and Strategy Committee on 31 October 2013.Amendments/corrigenda issued since publicationDate Text affectedBRITISH STANDARDBS EN 62264-1:2013EUROPEAN STANDARD EN 62264-1 NORME EUROPENNE EUROPISCHE NORM September 2013 CENELEC European Co

5、mmittee for Electrotechnical Standardization Comit Europen de Normalisation Electrotechnique Europisches Komitee fr Elektrotechnische Normung CEN-CENELEC Management Centre: Avenue Marnix 17, B - 1000 Brussels 2013 CENELEC - All rights of exploitation in any form and by any means reserved worldwide f

6、or CENELEC members. Ref. No. EN 62264-1:2013 E ICS 25.040; 35.240.50 Supersedes EN 62264-1:2008 English version Enterprise-control system integration - Part 1: Models and terminology (IEC 62264-1:2013) Intgration des systmes entreprise-contrle - Partie 1: Modles et terminologie (CEI 62264-1:2013) In

7、tegration von Unternehmensfhrungs- und Leitsystemen - Teil 1: Modelle und Terminologie (IEC 62264-1:2013) This European Standard was approved by CENELEC on 2013-06-26. CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this Europea

8、n 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 CEN-CENELEC Management Centre or to any CENELEC member. This European Standard exists in three official versio

9、ns (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 CEN-CENELEC Management Centre has the same status as the official versions. CENELEC members are the national electrotechnical commi

10、ttees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, S

11、lovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom. BS EN 62264-1:2013EN 62264-1:2013 - 2 - Foreword The text of document 65E/285/FDIS, future edition 2 of IEC 62264-1, prepared by SC 65E “Devices and integration in enterprise systems“, of IEC/TC 65 “Industrial-process measurement, c

12、ontrol and automation“, in co-operation with ISO/TC 184/SC5 “Interoperability, integration and architectures for enterprise systems and automation applications“ was submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN 62264-1:2013. The following dates are fixed: latest date by wh

13、ich the document has to be implemented at national level by publication of an identical national standard or by endorsement (dop) 2014-03-26 latest date by which the national standards conflicting with the document have to be withdrawn (dow) 2016-06-26 This document supersedes EN 62264-1:2008. EN 62

14、264-1:2013 includes the following significant technical changes with respect to EN 62264-1:2008: a) the functional hierarchy in 5.2 was extended using the definitions from EN 62264-3; b) the equipment hierarchy in 5.3 was extended using the definitions from EN 62264-3; c) a physical asset equipment

15、model was added in 5.3; d) the generic model of manufacturing operations management categories in Clause 7 was added using information from EN 62264-3; e) the formal UML models that were in Clause 7 were moved to EN 62264-2 and the remaining data definitions are now in Clause 8; f) the capacity and

16、capability model in Clause 8 was extended; g) a new Annex A was moved from EN 62264-3; h) a new Annex B was moved from EN 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 Rep

17、ort; 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. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CENELEC and/or CEN shall not

18、 be held responsible for identifying any or all such patent rights. Endorsement notice The text of the International Standard IEC 62264-1:2013 was approved by CENELEC as a European Standard without any modification. In the official version, for Bibliography, the following note has to be added for th

19、e standard indicated: IEC 61512 series NOTE Harmonised in EN 61512 series. BS EN 62264-1:2013- 3 - EN 62264-1:2013 Annex ZA (normative) Normative references to international publications with their corresponding European publications The following documents, in whole or in part, are normatively refe

20、renced in this document and are indispensable for its application. 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 modifi

21、cations, indicated by (mod), the relevant EN/HD applies. Publication Year Title EN/HD Year IEC 61512-1 - Batch control - Part 1: Models and terminology EN 61512-1 - IEC 62264-2 - Enterprise-control system integration - Part 2: Object model attributes EN 62264-2 - IEC 62264-3 - Enterprise-control sys

22、tem integration - Part 3 Activity models of manufacturing operations management EN 62264-3 - IEC 62264-5 - Enterprise system integration - Part 5: Business to manufacturing transactions EN 62264-5 - ISO/IEC 19501 - Information technology - Open Distributed Processing - Unified Modeling Language (UML

23、) - - ISO 15704 - Industrial automation systems - Requirements for enterprise-reference architectures and methodologies - - BS EN 62264-1:2013 2 62264-1 IEC:2013 CONTENTS INTRODUCTION . 7 1 Scope . 9 2 Normative references . 9 3 Terms, definitions and abbreviations 10 3.1 Terms and definitions 10 3.

24、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.

25、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 u

26、nit . 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 Productio

27、n 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

28、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 BS EN 62264-1:201362264-1 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

29、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 ener

30、gy 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 .

31、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 requirem

32、ents 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 manufactur

33、ing 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 capabilit

34、y 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 BS EN 62264-1:2013 4 62264-

35、1 IEC:2013 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 s

36、eries 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

37、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 in

38、formation 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 segme

39、nt 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

40、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 BS EN 62264-1:201362264-1 IEC:2013 7 INTRODUCTION This part of IEC 62264 is limited to describing the relevant functions in the ente

41、rprise 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

42、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 mo

43、st 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

44、 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

45、 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 wi

46、ll 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

47、) 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

48、 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 manufac

49、turing 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 Re