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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

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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
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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

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Agenda

· Industrial Enterprise · The Information Factory · Combining Industrial & Information Systems · IIS lifecycle management · ISA88/95 Functional framework

Jean Vieille - Psynapses

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The Industrial Factory

RAW material

PRODUCTION SYSTEM Intermediate, Semi-finished Internal Demand

FINISHED Product

External Demand

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The Information Factory

Data

INFORMATION SYSTEM

Information

Decision (Human)

Decision (Automation)

Information
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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
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· 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
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Resources Equipment, Material, Personnel

Resource Engineering

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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

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Agenda

· Industrial Enterprise · The Information Factory · Combining Industrial & Information Systems · IIS lifecycle management · ISA88/95 Functional framework

Jean Vieille - Psynapses

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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

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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

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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
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Physical & Decisional hierarchy
Shareholders Company Enterprise Site Area Work Center Work Unit Equipment Module Control Module

Financial management Planning

Scheduling

Operations

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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

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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

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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

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Agenda

· Industrial Enterprise · The Information Factory · Combining Industrial & Information Systems · IIS lifecycle management · ISA88/95 Functional framework

Jean Vieille - Psynapses

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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
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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

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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
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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
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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

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IIS domains
Process Modelling Guidelines
Business Process Management

Physical Model

Physical Process Management

Physical Process Control

Equipment Control

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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

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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

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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

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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
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