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Practical Enterprise Modelling: ISA 88 and ISA 95 standards
IEC SB3 Sponsored Seminar Workshop on Industrial Automation Objects 34 April 2001, Geneva, Switzerland
Jean Vieille, Consultant ISA SP88 & SP95 committees member jean-vieille@usa.net

Agenda
· ISA 88 and 95 in SCM and Production Scheduling · ISA 95 : EnterpriseProduction Communication · ISA 88 : Modular Control

ISA 88 and 95 in SCM and Production Scheduling

Market / Customer driven production
Market / Customer demand
Classical Enterprise

Production Schedule

Product Development

Resources Engineering

Agile Enterprise
Market / Customer demand Production Schedule Product Develoment Production Schedule

Resources Engineering

Enterprise System 1

Manufacturing Control System 1 Manufacturing Control System 2

Company 1 with manufacturing

Enterprise System 2 Company 2 with No manufacturing

Manufacturing Control System 3 Company 3 Contract manufacturer

S95.01 Scope
Level 4

Level 3

Business Logistics Business Planning & Logistics Systems (ERP)
Plant Production Scheduling, Operational Management, etc

Interface addressed in ISA 95.01 / 02 dS95.03 Area S88

Manufacturing Operations Support Levels (MES) Batch 2,1,0 Discrete Continuous
Dispatching Production, Detailed Production Scheduling, Reliability Assurance, ...

Manufacturing Operations & Control

Control Systems

Control Systems

Control Systems

Source: ISA dS95.01 Enterprise/Control System Integration

Manufacturing in The Supply Chain
· The Supply Chain
· The network of activities in a company that take place from customer order to customer delivery
Order Entry Order Entry Suppliers Suppliers Scheduling Scheduling Suppliers Suppliers Suppliers Suppliers
Customer

Delivery Delivery

Production Production

Distribution Distribution

S95/S88 and The Supply Chain
Suppliers

Enterprise Resource Planning / Supply Chain Management
Materials Product Production Manufacturing Operations Purchasing Development Planning Distribution & Logistics

Customer Order Management Service

SP95.01 Enterprise / Control System Integration
R C R R C C

Recipe Management
A

Production Planning and Scheduling

Production Information Management
E

E P

A

E P

A

Process Management

P

Order & Inventory Management

Unit Supervision

Maintenance Management

Warehouse & Transportation Management

Process Control

Process Management

Consumers

S88 et S95
Enterprise A « Product » S88 S95 Enterprise B « Product » S88

Enterprise X « Manufacturing » S88 Process Cell X1 S88 Process Cell X2

Quality

Enterprise Y « Manufacturing » S88 S88 Process Cell Y2

S95

Process Cell Y1

Maintenance

S95.01 Production Schedule Structure
Production Schedule
A Production Schedule is made up of 1..n Production Requests

Production Request
A Production Request is made up of 0..n Segment Requirements

Segment Requirement
A Segment Requirement may contain 0..n of each

Production Personnel Parameter Requirement

Material Material Equipment Consumed Produced Requirement Requirement Requirement

Consumable Expected

Mixed Format Schedule Application
S95.01 Production Schedule

Work Dispatching

Setpoints & Flowpaths

S88.02 Schedule Entry

Setup Instructions

Continuous Premix

Batch Production Discrete Process Packaging

S95 in Production System Lifecycles
Production Schedule

Segment Requirement Product Definition Product Segments Process Segments Production Capabilities

Product Development

Resources

Resources Engineering

S88 in Production System Lifecycles
Production Schedule

S88 : Schedule

S88 : Recipe S88 : Equipment Procedural Elements

S88 : Resources

Product Development

Resources Engineering

ISA 95 : Enterprise ­ Production Communication

What is ISA95 ? Status
· SP95 committee started in October 1996 · ANSI/ISA95.00.01 available from ISA
· Submitted to IEC/ISO · Joint Working Group (JWG 15) to be established · Out for committee ballot and public comment · Still under development in the committee · Developing XML Schemas for the exchanged information

· ISA 95.00.02 in draft, out for vote · ISA 95.00.03 in draft · World Batch Forum

Some SP95 Committee Members / Supporters · Users
Eli Lilly Dow Corning Rohm & Haas Bayer Merck Procter&Gamble · UOP Vendors · ABB · SAP · ABB Data · Honeywell · Marcam Electric · GSE System ORSI General · Purdue · · · · · DuPont Lyondell Chemical Ben & Jerry's Novo Nordisk Sterling Tava Technologies IBM Aurora Biosciences Nestle Pharmacia Lubrizol Bechtel EastmanK Genemtech

·

AspenTech Sequencia Rockwell FRSI OSI HP IBM GS

Siemens InCode Yokogawa InCode Intellution

BaseTen Wonderware Foxboro Propack Oracle Schneider

Microsoft

·

Fluor Daniels

AMR

Jacobs

Why Did We Start SP95 ?
· Integration of business (logistics) systems to manufacturing is hard to do



· Effective operation of manufacturing is hard to do

· Different systems, cultures, terminology... · Many benefits expected from standardization and documentation of "best practices"

· MES solutions are too related to processing methods and too industryspecific · Many benefits expected from standardization and documentation of "best practices"

Business Defines the Need
· There must always be a business need for information to be exchanged · Requirements for exchanged information are always driven by business needs & business processes · Typical Business Drivers:
· · · · · Available To Promise Reduced Cycle Time Supply Chain Optimization Asset Efficiency Agile Manufacturing

How Does S95* Help?
· Separate the business processes from the manufacturing processes
· Allow changes in production processes without requiring unnecessary changes scheduling and logistics processes
Alternate Logistics Strategies
Make to Order Make EngineerConfigure to to to Stock Order Order

S95.01
PDXI NAMUR S88.01 SME

Batch Discrete Continuous Manufacturing Manufacturing Manufacturing Models Models Models

· Provide a clear demarcation of responsibilities and functions · Provide a clear description of

Alternate Manufacturing Strategies

* S95 is used as a short form for ANSI/ISA95

Scope of S95.01
· The definition of the scope of the manufacturing control domain · A definition of the functions associated with the interface between control functions and enterprise functions · A definition of the information which is shared between control functions and enterprise functions · Based on the Purdue Reference Model for CIM and MESA model

SP95.01 Enterprise / Control Functional Model (PRM)
Lo Ma n t En g T Re erial a er erm cei gy pt ( nd E Re Ma Inc ner ter qu om gy ire ial ing me an ) d nt. s

Order Processing (1.0)
Fin is h e Wa d G ive ood s r

Pr od uc Ob tion Pr jec Co od tiv st uc es tio an n P d er Co fo s t rm s an ce

Product Inventory Control (7.0)
QA Res ults

Procurement (5.0)
ing n om Inc rmatio nfi Co

Maintenance Purchase Order Requirements
nd l a t.s ia er n at eme M ir rm equ e tT R or rgy Sh ne E

Production Control (3.0)

Process Data In-Process Waiver Request
Pro Standa ces s D rds ata QA Res ults

En Ma er te gy ria In l a ve nd nt or y

Quality Assurance (6.0)
Pr od uc Re Proc t an qu es d ire s me nt s

Material and Energy Control (4.0)

From ANSI/ISA95.00.011995 Copyright ISA 2000. Used with permission. www.isa.org

Research Development and Engineering

Rele a To S se hip

Pack Out Schedule
o Pr an Pl y cit om pa n Fr e l Ca io ct edu du ch S

Con fi To S rm hip

Production Scheduling (2.0)

Finished Goods Inventory

Product Cost Accounting (8.0)

Product Shipping Admin (9.0)

nd al a r teri rde Ma rgy O nts e Ene uirem q Re

s es oc Pr nd ow ta H s uc ow es od o c st Kn Pr Pr que nd e ta nR uc tio od a Pr form In

d an s rd er s da om nt an st me St Cu ire qu Re

Marketing & Sales

Elements of Models & Definitions
Domain Definitions (Responsibility) Functions in Domains Functions of Interest

Information Definitions

Categories of Information

Information Flows of Interest

Identified Information Categories
· Data flow information was categorized · Multiple Venn diagrams used to illustrate the overlap of information categories Enterprise Information
Plant Production Scheduling, Operational Management, etc

Production Product Production Production Capability Definition Schedule Performance Information Information (What to (What was
(What is available for use) (How to make a product) make and use) made and used)

Area Supervision, Production Planning, Reliability, Assurance, etc

Manufacturing Control Information

Major Object Definitions
Resources Capability, Product, Production

Product

People

Time

Capabilities

Equipment

Product Definitions

Materials

Production Schedule

Segments

Production Performance

Four Resource Object Models
Personnel resources managed for production
People

Equipment resources managed for production
Equipment

Material resources managed for production
Materials

Business view of production processes
Process Segments

Material Definition Example
· Common material information
Material Class Acid
l ia er at ss M la C

Material Definition HCl 50%
l ia er at ition M in f De

Lot HCL-50-100019

Sublot HCL-50-100019 Barrel 15

pH

Density

Color Purity

QA Test Results

QA Test Specification

Location

pH 7.0

Density Color Purity 1.32 Yellow .5%

Process Segments
· Business view of production

Assembly

Inspect

Paint

I-Beam Laborer 3x 8 hour Inspector 2x .25 Hour Mixing Cans Rollers Certified Painter = TRUE

Type = Stainless Steel

Capability, Product, and Production Information
What is available for use for production
Product

Time

Capabilities

What is needed to make a product
Product Definitions

What to make and resources to use
Production Schedule

What was made and resources actually used
Production Performance

Capability Models
Product

People

Time

Capabilities

Equipment

Materials

Segments

Per Product Definitions
Scheduling System
Bill Of Resources e.g. 10 Speed Bicycle
f O ill rces B u so Re

Material System

Bill Of Materials e.g. 10 Speed Bicycle Product Segments
ll Bi f O er at M ls ia

Frame Assembly

Final Assembly

Paint

Production Rules e.g. 10 Speed Bicycle
y bl em ions s As ruct st In

Color Frame Type Seat Height

Manufacturing System

Manufacturing Bill Frame : 1 Wheels : 2 Chain : 1 Seat : 1 Handlebars :1 Brake Pads : 4 ...

Production Schedule
People

Equipment

Product Definitions

Materials

Production Schedule

Segments

Production Performance
People

Equipment

Product Definitions

Materials

Production Schedule

Segments

Production Performance

Four Models & Segment Resources
Production Capability
What resources are available

Process Specification
What can be done with the resources

Product Definition
What must be defined to make a product

Production Scheduling
What is it to be made & used

Production Information
What was made & used

Production Schedule Production Rule Production Capability
Resource Capability

Production Performance Production Response Segment Response
Resource Actual

Production Request Segment Requirement
Resource Requirement

Process Segment
Resource Segment Capability

Product Segment
Resource Specification

Capability Property

Segment Property

Specification Property

Requirement Property

Actual Property

ISA 95.00.02 : Relationship with Part 1
ISA95.01

Equipment model

dISA95.02
Equipment Attributes

Attribute Name

Description

Examples

ID

A unique identification of a specific piece of R7726 equipment, within the scope of the information Reactor 101 exchanged (Production Capability, Production Lathe machine 33 Schedule, Production Performance, ...) The ID is used in other parts of the model when the equipment must be identified, such as the production capability for this person, or a production response identifying the equipment.

Description

Additional information about the equipment.

ISA 95.00.03 : Level 3 Functions
· · · · · · · · · MESA Definitions Operations and Detailed Scheduling Production Tracking Dispatching Production Resource Allocation and Control Data Collection and Data Acquisition Quality Management Process Management Performance Analysis Interface to
·Document Control ·Labor Management ·Maintenance Management

· · · · · · · · · · · ·

d95.03 Definitions Detailed Production Scheduling Production Tracking Production Dispatching Resource Management Historical Data Management (QA) Product Analysis Process Analysis Production Analysis Product Definition Management Process Monitoring Manual Operations Automated Control

d95.03 Manufacturing Operations Functions
Product Definitions Production Capability Production Schedule
Detailed Production Scheduling

Production Performance

Resource Management Production Dispatching
Product Definition Management

Production Tracking (QA) Product Analysis
Historical Data Management

Process Analysis Production Analysis

Production Execution Process Monitoring Automated Control

Manual Operations

ISA 88 : Modular control

What is ISA 88 ? Status
· Standard ANSI/ISA 88 « Batch Control » · Comité SP88 lancé en 1988 · Partie 1 ­ ISA 88.00.01
· Publiée et disponible à l'ISA et à l'ANSI · IEC 615121 bilingue disponible auprès de l'IEC, l'UTE et l'AFNOR · Publication imminente · Version IEC (615122) bilingue pour 2001? · Début des travaux

· Partie 2 ­ ISA 88.00.02

· Partie 3 ­ ISA 88.00.03

Automation Challenge
Ideal automation

Flexibility

S88

Manual Operation

Capability

Darin Flemming Lou Pillai

Traditional Automation

Complexity

The Powerful Tyrex...
· Big brain · Centralized design · OK for steady / slow changing environment · Shortcomings
· Agility · Availability

· Refer to first computerized systems

...vs Stupid Bird
· Limited intelligence · Mostly decentralized design
· Local decision making at feather level · Cope well with unexpected situations · Inherently adaptative structure

From Goal to Labor
Forecasting, Planning And Scheduling The Goal: I know What/How To do Process Control Definition Equipment Functional Capabilities Elementary Equipment Control

Flying chirping Eating Love.

Walking

Scheduling hierarchy
Business system ISA 95 MES systems SCADA systems ISA 88 IEC 61512 OPC

Process Control

Equipment Control

IEC 61131 IEC 61499 IEC 61158 Fieldbus

« Intelligent » Device

Product Processing / Equipment Control Equipment
allocation

Process Control
Production schedule · How to make the product... ·... using available services?

Equipment Control
·How to provide the expected services... · ... taking care of safety ?
IEC 60848 IEC 61131 IEC 61499 IEC 61508 IEC61158

ISA 88

R&D

ISA 88.00.02 (PFC)

ISA 88 Physical Model
Enterprise
May contain

Site
May contain

Area
May contain

Process Cell
Must contain

Unit Equipment
May contain

Equipment Module
May contain May contain

Control Module

May contain

Equipment Entities An Object Approach

Physical Equipment
Equipment Entities

Equipment Control

Instruments Basic control Coordination control Procedural control

Example of physical modeling
Process Cell Unit EM EM CM CM CM CM CM CM EM EM Unit

Example of control modules
CM4

CM2 CM1 D1 PID D3

D4 PID PID CM3 D5 D2 HIC HIC

Why Control Modules
Treating as a control module simplifies the interface to this group of objects
Commands
Circulate Pump to Process Stop Shutdown
Pump FO

Status
Circulating Pumping to Process Stopped Shutdown

FC

Recipe/Equipment Control Separation
Control Recipe Procedure
Recipe Procedure Procedure
is an ordered set of

Equipment Control

[Must Always Exist]

Unit Procedure
is an ordered set of

Operation
is an ordered set of

Phase

Equipment Phase

Recipe/Equipment Control Separation - Typical
Control Recipe Procedure
Recipe Procedure
is an ordered set of

Equipment Control

Recipe Unit Procedure
is an ordered set of

Recipe Operation
is an ordered set of

Recipe Phase

References

Equipment Phase

Recipe/Equipment Control Separation Alternate 3
Control Recipe Procedure
Recipe Procedure References

Equipment Control
Equipment Procedure
is an ordered set of

Equip. Unit Procedure
is an ordered set of

Equipment Operation Equipment Phase

is an ordered set of

Phase Interface Logic
· State machine enforcement between recipe phase and equipment phase · A set of services that support commands to the equipment phase · A set of services that support requests from the equipment phase to the recipe phase
Recipe Phase Phase Interface Logic Equipment Phase

Phase Interface Logic
Parameters Requests

Commands

State Machine

States

Phase Object
Parameters Start Hold Pause Stop Abort Reset Resume Restart Aborting Pausing Data Run Held Paused Stopped Aborted Data Collection Requirements Idle Completed

Holding

Running

Stopping

Control Action Status

Restarting Control Steps

Example Procedural Element States
Restart Complete Reset Hold Idle (Initial State) Start Running Abort Stop Aborting Stopping Pause Resume Paused Pausing Restarting Held Holding

Aborted Reset

Stopped Reset

Final States Quiescent States Transient States

Exception Handling In Control Actions
The safety interlock logic takes precedence over phase logic or process interlock logic. Typically this logic, when required, is implemented in an independent safety interlock system.

Safety Interlock Process Interlock

Control Module

Exception Logic

Control Module

The process interlock logic takes precedence over phase logic and manual override logic. Typically, this logic is implemented in the DPCS.

Phase Logic
Equipment Module

Control step (command)

Control Action

Field I/O
Control Module

Control Module/Control Action State/Mode

Inhibit manual override (Interlock from phase logic), Also sent to console to inhibit choice of manual mode

Console Control
Control Module/Control Action State/Mode Exception Logic

Inputs to Control Action Logic: - Set manual mode - Command from operator's console

ISA 88.00.02 : Procedural Function Chart · Unit procedure interactions
Tank A, B or C

· Relative timing

P r e p a r a tio n
S1

R e a c to r 1 or 2 o p e r a to r in p u t = O K to s ta rt

R e a c tio n

S1

T1

T1

· Synchronization points · Multiple levels of procedures

· Height of unit procedure symbol · Vertical placement of symbols · Master recipes do not contain absolute timing · Arrowheads indicate material transfer · Encapsulation (contents) of unit procedure revealed

THANK YOU


Johann Sebastian Bach. the music closest to silence, closest, in spite of its being so highly organized, to pure, one-hundred-degree proof Spirit" (Aldous Huxley, Island)