1、 AMERICAN NATIONAL STANDARD ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) Enterprise-Control System Integration Part 1: Models and Terminology Approved 13 May 2010 ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) Enterprise-Control System Integration Part 1: Models and Terminology ISBN: 978-1-936007-47-9 Copyrig
2、ht 2010 by the International Society of Automation (ISA). All rights reserved. Not for resale. Printed in the United States of America. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic mechanical, photocopying, record
3、ing, or otherwise), without the prior written permission of the Publisher. ISA 67 Alexander Drive P.O. Box 12277 Research Triangle Park, North Carolina 27709 - 3 - ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) CONTENTS 1 SCOPE 13 2 NORMATIVE REFERENCES 13 3 TERMS, DEFINITIONS AND ABBREVIATIONS. 14 3.1 Te
4、rms and definitions 14 3.2 Abbreviations 17 4 ENTERPRISE-CONTROL SYSTEM INTEGRATION OVERVIEW . 18 5 HIERARCHY MODELS. 19 5.1 Hierarchy model introduction. 19 5.2 Functional hierarchy 20 5.3 Role based equipment hierarchy . 25 5.4 Physical asset equipment hierarchy. 30 5.5 Decision hierarchy (Informa
5、tive) 31 6 FUNCTIONAL DATA FLOW MODEL . 32 6.1 Functional data flow model contents 32 6.2 Functional data flow model notation. 32 6.3 Functional model 33 6.4 Functions 33 6.5 Information flows. 40 7 MANUFACTURING OPERATIONS . 47 7.1 Manufacturing operations management . 47 7.2 Manufacturing operatio
6、ns management categories. 47 7.3 Other activities within manufacturing operations management 48 7.4 Manufacturing operations management resources . 49 8 INFORMATION MODEL . 49 8.1 Model explanation. 49 8.2 Manufacturing operations information 49 8.3 Segment relationships. 50 8.4 Categories of produc
7、tion operations management information 51 9 COMPLETENESS, COMPLIANCE AND CONFORMANCE. 63 9.1 Completeness. 63 9.2 Compliance. 63 9.3 Conformance 63 ANNEX A (INFORMATIVE) OTHER ENTERPRISE ACTIVITIES AFFECTING MANUFACTURING OPERATIONS 65 A.1 Other areas 65 ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) - 4
8、- A.2 Management of security 66 A.3 Management of information . 66 A.4 Management of configuration 66 A.5 Management of documents . 67 A.6 Management of regulatory compliance. 68 A.7 Management of incidents and deviations . 69 ANNEX B (INFORMATIVE) ASSOCIATED STANDARDS. 71 B.1 Management of security
9、 71 B.2 Management of configurations. 72 B.3 Management of documentation 72 B.4 Management of regulatory compliance. 74 B.5 Related standards on quality . 75 ANNEX C (INFORMATIVE) BUSINESS DRIVERS AND KEY PERFORMANCE INDICATORS. 77 C.1 Purpose 77 C.2 History 77 C.3 Drivers and issues 77 C.4 Value of
10、 standard to business . 78 C.5 Vendor-independent exchange 78 C.6 Business drivers . 79 C.7 Example business driver and information flow 81 C.8 Definitions 82 C.9 Data reconciliation 83 ANNEX D (INFORMATIVE) QUESTIONS AND ANSWERS ABOUT THIS STANDARD 85 D.1 Introduction 85 D.2 Purdue Reference Model
11、(PRM) 85 D.3 Role based equipment hierarchy and physical asset hierarchy . 85 D.4 Physical asset hierarchy 86 D.5 Chart of account hierarchy 86 D.6 Decision hierarchy 86 BIBLIOGRAPHY. 87 - 5 - ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) Figures Figure 1 Outline of models in the standard . 18 Figure 2 E
12、nterprise-control system interface 19 Figure 3 Functional hierarchy. 21 Figure 4 Role based equipment hierarchy 26 Figure 5 Example of defined types of work centers and work units 28 Figure 6 Example of a physical asset hierarchy related to role based equipment hierarchy 31 Figure 7 Functional model
13、 . 33 Figure 8 Manufacturing operations management model 48 Figure 9 Manufacturing operations information . 50 Figure 10 Segment relationships 51 Figure 11 Production operations management information 52 Figure 12 Areas of information exchange . 53 Figure 13 Production capability information 54 Figu
14、re 14 Current and future capacities 55 Figure 15 Future capacity confidence factor . 56 Figure 16 Past capacity unused capacity reasons. 56 Figure 17 Process segment capabilities . 58 Figure 18 Production information definition. 59 Figure 19 Product segment relation to process segment. 60 Figure 20
15、Example of nested product segments . 61 Figure 21 Possible information overlaps. 61 Figure 22 Production information . 62 Figure A.1 Other enterprise activities affecting manufacturing operations 65 Figure A.2 Functions in management of regulatory compliance. 68 Figure C.1 Multiple business and prod
16、uction processes 78 Tables Table 1 Storage zone and storage unit examples . 30 Table 2 Yourdon notation used 32 This page intentionally left blank. - 7 - ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) ENTERPRISE-CONTROL SYSTEM INTEGRATION Part 1: Models and terminology FOREWORD This foreword, as well as a
17、ll footnotes and annexes, is included for information purposes and is not part of ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod). This document has been prepared as part of the service of ISA, the International Society of Automation, toward a goal of uniformity in the fields of instrumentation, systems an
18、d automation. To be of real value, this document should not be static but should be subject to periodic review. Toward this end, the Society welcomes all comments and criticisms and asks that they be addressed to the Secretary, Standards and Practices Board; ISA; 67 Alexander Drive; P. O. Box 12277;
19、 Research Triangle Park, NC 27709; Telephone (919) 549-8411; Fax (919) 549-8288; E-mail: standardsisa.org. The ISA Standards and Practices Department is aware of the growing need for attention to the metric system of units in general, and the International System of Units (SI) in particular, in the
20、preparation of instrumentation standards. The Department is further aware of the benefits to USA users of ISA standards of incorporating suitable references to the SI (and the metric system) in their business and professional dealings with other countries. Toward this end, this Department will endea
21、vor to introduce SI-acceptable metric units in all new and revised standards, recommended practices, and technical reports to the greatest extent possible. Standard for Use of the International System of Units (SI): The Modern Metric System, published by the American Society for Testing b) can be us
22、ed to improve existing integration capabilities of manufacturing operations and control systems with enterprise systems; and c) can be applied regardless of the degree of automation. ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) - 10 - Specifically, this standard provides a standard terminology and a con
23、sistent 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 will a) reduce users times to reach full production levels for new products; b) enable vendors to supply appropriate
24、 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) optimize supply chains; and f) reduce life-cycle engineering efforts. This Part 1 standard is intended for those
25、 who are: a) involved in designing, building, or operating manufacturing facilities; b) responsible for specifying interfaces between manufacturing and process control systems and other systems of the business enterprise; or c) involved in designing, creating, marketing, and integrating automation p
26、roducts used to interface manufacturing operations and business systems. d) involved in specifying, designing or managing product creation, movement and storage within manufacturing enterprises. It is not the intent of this standard to suggest that there is only one way of implementing integration o
27、f 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 1 standard discusses the interface content between manufacturing-control functions and
28、 other enterprise functions, based upon the Purdue Reference Model for CIM (hierarchical form) as published by ISA. This standard presents a partial model or reference model as defined in ISO 15704. The first three clauses are normative and present the scope of the standard, normative references, an
29、d definitions, in that order. The scope of this part is limited to describing the relevant functions in the enterprise and the manufacturing and control domain and which information is normally exchanged between these domains. Subsequent parts will address how this information can be exchanged in a
30、robust, secure, and cost-effective manner preserving the integrity of the complete system. Clause 4 is informative. The intent is to describe the context of the models in Clause 5 and Clause 6. It gives the criteria used to determine the scope of the manufacturing operations and control system domai
31、n. Clause 4, being informative, does not contain the formal definitions of the models and terminology but describes the context to understand the other clauses. Clause 5 is normative. The intent is to describe hierarchy models of the activities involved in manufacturing-control enterprises. It prese
32、nts in general terms the activities that are associated with manufacturing operations and control and the activities that occur at the business logistics level. It also gives an equipment hierarchy model of equipment associated with manufacturing - 11 - ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) opera
33、tions and control. Clause 5.5 is informative. Clause 5, being normative, contains format definitions of the models and terminology. Clause 6 is normative. The intent is to describe a general model of the functions within an enterprise which are concerned with the integration of business and control.
34、 It defines, in detail, an abstract model of control functions and, in less detail, the business functions that interface to control. The purpose is to establish a common understanding for functions and data flows involved in information exchange. Clause 7 is normative. The intent is to define in de
35、tail the information that makes up the information streams defined in Clause 6. The purpose is to establish a common terminology for the elements of information exchanged. Clause 7, being normative, contains formal definitions of the models and terminology. The attributes and properties are not form
36、ally defined in this clause of the standard. Clause 8 is normative. It provides a description of the categories of information structures that are exchanged between applications at Level 4 and those at Level 3. The clause also provides the information categories that are exchanged between the applic
37、ations within Level 3. Clause 9 is normative. It provides statements regarding the conformance of implementations, the compliance of specifications and the completeness of these specifications and implementations relative to Part 1 of this standard. Annex A is informative. It defines the relationshi
38、p of this standard with other related standardization work in the manufacturing area. Annex B is informative. It provides listings of associated standards generally related to enterprise integration. Annex C is informative. It describes business drivers and key performance indicators that are the re
39、asons for the information exchange between business and control function. This page intentionally left blank. - 13 - ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) ENTERPRISE-CONTROL SYSTEM INTEGRATION Part 1: Models and terminology 1 Scope This standard describes the interface content between manufacturi
40、ng operations and control functions and other enterprise functions. The interfaces considered are the interfaces between Levels 3 and 4 of the hierarchical model defined by this standard. The goals are to increase uniformity and consistency of interface terminology and reduce the risk, cost, and err
41、ors associated with implementing these interfaces. The standard can be used to reduce the effort associated with implementing new product offerings. The goal is to have enterprise systems and control systems that inter-operate and easily integrate. The scope of this standard is limited to a) a prese
42、ntation of the scope of the manufacturing operations and control domain; b) a discussion of the organization of physical assets of an enterprise involved in manufacturing; c) a listing of the functions associated with the interface between control functions and enterprise functions; and d) a descrip
43、tion of the information that is shared between control functions and enterprise functions. 2 Normative references The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest editio
44、n of the referenced document (including any amendments) applies. IEC 61512-1:1997, Batch control Part 1: Models and terminology ISO/IEC 19501:2005, Information technology - Open Distributed Processing - Unified Modeling Language (UML) - Version 1.4.2 ISO 15704, Industrial automation systems Requirem
45、ents for enterprise-reference architectures and methodologies ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) - 14 - 3 Terms, definitions and abbreviations 3.1 Terms and definitions For the purposes of this document, the following terms and definitions apply. Phrases in italic in lines following the prefer
46、red term in bold are considered as synonyms. 3.1.1 area physical, geographical or logical grouping of resources determined by the site NOTE It can contain process cells, production units, production lines, and storage zones. 3.1.2 available capacity portion of the production capacity that can be att
47、ained but is not committed to current or future production 3.1.3 bill of lading contract or receipt for goods that a carrier agrees to transport from one place to another and to deliver to a designated person or that it assigns for compensation upon the conditions stated therein 3.1.4 bill of materi
48、al listing of all the subassemblies, parts, and/or materials that are used in the production of a product including the quantity of each material required to make a product NOTE The term product may refer to a finished product or an intermediate product 3.1.5 bill of resources listing of all resourc
49、es and when in the production process they are needed to produce a product NOTE It is also a listing of the key resources required to manufacture a product, organized as segments of production and is often used to predict the impact of activity changes in the master production schedule on the supply of resources. 3.1.6 capability ability to perform actions, including attributes on qualifications and measures of the ability as capacity 3.1.7 capacity measure of the ability to take action, an aspect of a capability E
