THE FORUM FOR AUTOMATION AND MANUFACTURING PROFESSIONALS Industrial Information Systems ISA88/95 based Functional Definition Jean Vieille, Associate Consultant (Psynapses) José Gramdi, Researcher & Professor (UTT) Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 1 Agenda · Industrial Enterprise · The Information Factory · Combining Industrial & Information Systems · IIS lifecycle management · ISA88/95 Functional framework Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 2 Industrial Enterprise Structure · An industrial enterprise's purpose is to make money by selling physical, tangible entities : · The Enterprise in 3 main entities: · The Shareholders · The Company · The Business Jean Vieille - Psynapses · products, goods, energy · who expect revenue from their investment · owned by the Shareholders, managing the shareholders · owned by the Company, leveraging Company's capital Copyright © 2006 WBF. All rights reserved. 3 capital and providing financial resources to the Business Enterprise main Business Processes An industrial Business has 2 main processes · The Value Chain · Creates Value that is perceived by the customers ­ in · making requested products Handles physical Flows and Transformation · The Sales Process · · · Creates Value for the capital shareholders by connecting the Value Chain to the Market Includes activities not related to physical F & T Directs the Value Chain Copyright © 2006 WBF. All rights reserved. 4 Jean Vieille - Psynapses Enterprise global model Shareholders Bank Government & Others Bank Government & Others Customers Capital Money In Benefit Money Out Company Profit Investment, Inventory & Cash Flow Money In Business Suppliers Sales Process Money Out Control F. Product Value Chain R. Material Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 5 Agenda · Industrial Enterprise · The Information Factory · Combining Industrial & Information Systems · IIS lifecycle management · ISA88/95 Functional framework Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 6 The Industrial Factory RAW material PRODUCTION SYSTEM Intermediate, Semi-finished Internal Demand FINISHED Product External Demand Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 7 The Information Factory Data INFORMATION SYSTEM Information Decision (Human) Decision (Automation) Information Copyright © 2006 WBF. All rights reserved. 8 Jean Vieille - Psynapses IIS as an Information factory Industrial facility's 3 main processes become: · Product Development = · Resources Engineering = · Definition of the information processing requirements · HW/SW + information processing capabilities · Run time usage of information processing services Copyright © 2006 WBF. All rights reserved. 9 · Production Planning & Scheduling = Jean Vieille - Psynapses Value Chain Main Processes Production Planning & Scheduling Production Requests Segments Requests Product Definition Segments (Required) Segments (available) Production Capability Product Development Jean Vieille - Psynapses Resources Equipment, Material, Personnel Resource Engineering Copyright © 2006 WBF. All rights reserved. 10 Information System Main Processes Run-time Information Processing Information Processing Requests Information Services Requests Information Processing Definition Information Services (Required) Information Services (implemented) Information Processing Capability Information Support Development Jean Vieille - Psynapses Resources HW, SW, DWH IT Resource Development Copyright © 2006 WBF. All rights reserved. 11 Agenda · Industrial Enterprise · The Information Factory · Combining Industrial & Information Systems · IIS lifecycle management · ISA88/95 Functional framework Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 12 Business vs Industrial IS IIS vs BIS · Business Information System · Industrial Information System · supports the Value Chain Process · Physical in essence · supports the Sales Process · Informational in essence ­ BIS is part of the process Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 13 Combining Production & Information Systems, BIS & IIS Company, shareholders Information Business Information System Money In Customers Sales Process Information Money Out Suppliers Knowledge KPIs Industrial Information System Information Information Information F. Product Customers Value Chain R. Material Suppliers Decision support Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 14 Combining Production / Industrial Information Systems · Production System as a physical entity is the Framework (ISA88) · Physical hierarchy corresponds to Decision hierarchy · Each information service or process is embedded within a specific Equipment entity, at any level · Information system supporting the physical system, it does not lead it! · IIS doesn't exist by itself in the vacuum... · Any part of the production system might need IIS support · Or can live without it Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 15 Physical & Decisional hierarchy Shareholders Company Enterprise Site Area Work Center Work Unit Equipment Module Control Module Financial management Planning Scheduling Operations Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 16 Equipment Entity - Principle Enterprise Site Area Work Center Work Unit Equipment Module Control Module Physical Equipment Information Processing FT Operation Management (MES) Execution Control (Recipes / Routings) Equipment Control (Automation) Instruments, sensors, actuators Basic, Coordination & Procedural Control Equipment Entity Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 17 Equipment Entity - Example Command Run pump at rate X Status Pump running At rate X Enterprise Site Area Work Center Work Unit Equipment Module Equipment Entity Control Module Physical Equipment FT Information Processing Basic Procedural Coordination Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 18 Equipment Entities - Example Command Optimize Orders' Scheduling Status / Response Optimized Orders' schedule Enterprise Site Area Work Center Work Unit Equipment Module Equipment Entity Control Module Physical Equipment Information Processing Schedule Orders Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 19 Agenda · Industrial Enterprise · The Information Factory · Combining Industrial & Information Systems · IIS lifecycle management · ISA88/95 Functional framework Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 20 Information system goal Flexibility Ideal IIS IIS lifecycle Management Human implementation Capability Traditionnal IIS design Complexity An ISA88 goal generalization Inspired by Lou Pillai and Darin Flemming Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 21 IIS lifecycle management IIS lifecycle management: · Defines and designs the information processing requirements · Aligns Enterprise Strategy and User Requirements · Plans the IIS development and deployment · Builds, Maintains, and Improves the IIS Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 22 IIS lifecycle management Strategic Guidance Strategy orientation Management Master Plan Execution Functional Repository Technical Repository Deployment Projects User Feedback Information Processing Definition Jean Vieille - Psynapses Run-time Information Processing IIS main IT Resource Development Processes Copyright © 2006 WBF. All rights reserved. 23 Improvement Areas · IIS as an Information Factory · IIS lifecycle as a process · Information Processing Definition · IT Resources Development · Run-Time Information Processing · How Industrial IT performs within the Enterprise · Industrial Management methods apply to both IIS and its lifecycle process Six Sigma · Namely Theory of Constraints, Lean Management, Copyright © 2006 WBF. All rights reserved. 24 Jean Vieille - Psynapses Agenda · Industrial Enterprise · The Information Factory · Combining Industrial & Information Systems · IIS lifecycle management · ISA88/95 Functional framework Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 25 Functional Repository Sub-Process Strategic Guidance Strategy orientation Master Plan Functional Repository Technical Repository Deployment Projects ·The Functional Repository deals with Information Processing Knowledge / Requirements ·Scope · · The entire manufacturing related information processing knowledge Global for the whole Enterprise Copyright © 2006 WBF. All rights reserved. 26 Jean Vieille - Psynapses Functional Repository Sub-Process · FRP separated from actual deployment actual IIS development/projects · Delivers and captures global knowledge to and from · For structuring the knowledge · For mastering development planning · FRP is the framework Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 27 IIS domains Process Modelling Guidelines Business Process Management Physical Model Physical Process Management Physical Process Control Equipment Control Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 28 IIS Scope Business Information System Marketing, R&D, HR, Engineering, Sales, Purchasing, Finance/accounting, planning Industrial Information System ISA95 Business Process Management Resource & Definitions Management Scheduling, Dispatching, Analysis, Performance, Tracking, Reporting Production Inventory, Logistics Quality Maintenance Tooling ... Risk & Safety Information Configurations Documentation Regulation Incidents & Deviations ... Physical Process Management Work Segments & Resources Physical Process Control Operating procedures, Routings, Recipes Equipment Control Basic, Procedural, Coordination Control Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 29 ISA 88 Objects Classes Domain Asset Management Model Physical Std ISA88-1 ISA95-1 ISA88-3 Objects classes Equipment Process Elements Material Equipment Constraint Equipment Procedural Elements Process (Recipe) Procedural Element MOC Work Process Work Segments Personnel Business Process Tasks Owner Asset Management Product Research Automation Engineering Product Development Planning, Cost Accounting & HR Production Management Product Development Process Management Equipment Control Physical Process Control Physical Process Management Procedural ISA88-1 Procedural ISA88-1 Work Segment ISA95-1 Business Process Management Operation Activity ISA95-3 Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 30 Objects Instances Domain Asset Management Product Development Management Equipment Control Physical Process (Recipe) Control Model Physical Process Std ISA88-1 ISA95-1 ISA88-3 Objects Instances Equipment Product Requirement Process Element Material Definition Equipment Constraint Equipment Procedural Element Physical Process (Recipe) Physical Process (Recipe) Transform Components Process (Recipe) Procedural Element MOC Work Process (Process segment/Product Definition) Work (Process) Segment Owner Asset Management Product Research Procedural ISA88-1 Procedural ISA88-1 ISA88-3 Automation Engineering Product Development Physical Process Management Work Segment Work Definition ISA95-1 Planning, Cost Accounting & HR Personnel ISA95-3 Business Process Production Copyright © 2006 WBF. All rights reserved. 31 Tasks Management Business Process Operation Jean Vieille - Psynapses Management Activity relationship Actual Projects Class Class Class Class Business Process Managt Req.(6) Physical Process Managt Req.(5) Physical Process Control Req.(4) Equipment Control Req.(3) Implementation Implementation Implementation Implementation Global Resources Process Element Repository Guidelines Equipment Element Repository Guidelines Functional Repository Guidelines Technical Repository Guidelines R&D R&D Product Development (2) Physical Modelling (1) Asset Management Copyright © 2006 WBF. All rights reserved. 32 Jean Vieille - Psynapses Demand driven IIS construction process Master Planning Provide Build Requirement s Technical Provide Technical components Plan the Information Factory build and maintenance Defines Requirements Components Functional Requirements demand pull Build IT Systems Deliver the System Technical Components demand pull Global Resources Process Elements, Equipment Entities, Equipment Procedural Elements, Work segments, Tasks, Processes... Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 33 Functional definition framework overview P&ID 1. Physical Modelling Effort associated to actual DPL projects 2. Process Modelling 4. Process Procedural Modelling R&D Guideline & tools Use Build Improve 3. Equipment Procedural Modellig Object classes and models repository Use Build Improve 5. Work Segments Modelling 6. Business Process Modelling Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 34 Conclusion · IT is maturing, but Industry is still behind. supporting the Industrial Factory performance · The IIS Information Factory must concentrate on · Using the proven ISA88 Equipment Entity concept and SOA/ISA88 service/orchestration split · The whole IIS must adopt a flexible design · Functional Requirement sub-process provides the global IIS framework · ISA88/95 models only need slight changes / interpretation to cover consistently the full scope of IIS functional framework Copyright © 2006 WBF. All rights reserved. 35 Jean Vieille - Psynapses THE FORUM FOR AUTOMATION AND MANUFACTURING PROFESSIONALS Thank You Questions? Jean Vieille - Psynapses Copyright © 2006 WBF. All rights reserved. 36