ISA 95 standard update and overview Apriso Partners

ISA 95 standard update and overview Apriso Partners Workshop 2004 Jean Vieille, consultant 12/2/2020 1

Presenter Jean Vieille n Consultant B 2 M / MES / Batch Control n ISA l l l SP 88 & SP 95 voting member S 88 & S 95 ISA instructor (Psynapses) District 12 Vice President (EMEA zone) 12/2/2020 2

Agenda n ISA, ISA S&P, S 95 n ISA 95 part ½ (B 2 M) n WBF B 2 MML (XML for B 2 M) n d 95 part 3 / MESA model (MES) 12/2/2020 3

What is ISA ? n The Instrumentation, Systems and Automation Society l n n n Formerly « The Instrumentation Society of America » A non for profit organization founded in 1945 38 000 individual members Adresses l l Instrumentation and Automation In all industries 12/2/2020 4

ISA value n Technical information l l l l Conferences WEB sites Magazines Instrumentation directory Standards and Guides Publications Newsletters n Training and education n Professional network n Exhibitions : ISA Show n Local sections 12/2/2020 ISA 95 among > 100 standards www. psynaps. net www. isaeur. org www. isa-france. org 5

Standards & Practices Department n Responsible for development and maintenance of measurement and control industry standards n ANSI Accredited to develop US National Standards n Three types of Standards documents l l l n Standard Recommended Practice - how to do something Technical Report - how to apply/use a standard Need not be an ISA member to be on S&P Committees Vendors Users General 12/2/2020 6

What is ISA/S 95 ? n ANSI/ISA 95. 00. 0 x standard “Enterprise– Control Systems Integration” n Also called “S 95” n SP 95 is the committee charged with developing the ISA 95 standards n Also ISO/IEC 62264 standard l ISO/IEC JWG 15 internationalizes the Standard 12/2/2020 7

ISA 95 Status n SP 95 committee started in October 1996 n ANSI/ISA 95. 00. 01 – 2000 “Models and Terminology” l n ANSI/ISA 95. 00. 02 – 2001 “Object Model Attributes” l n d 15 11/03 – review by IEC/ISO JWG 15 Draft TS 95. 00. 01 – “Business to Manufacturing Transactions” l n ISO/IEC 62264 -2 standard (soon to be published) Draft 95. 00. 03 – “Activity Models of Manufacturing Operations Management” l n ISO/IEC 62264 -1 standard (published) d 1 a 08/03 World Batch Forum XML WG B 2 MML “Business to Manufacturing Markup Language” l V 02 09/2003 12/2/2020 8

Some SP 95 Committee Members / Supporters n Users l Eli Lilly Lubrizol l Dow Corning Bechtel l Rohm & Haas Eastman. K l Bayer Genemtech l Merck Procter&Gamble l UOP Du. Pont Lyondell Chemical Ben & Jerry's Novo Nordisk Sterling Tava Technologies IBM Aurora Biosciences Nestle Pharmacia Michelin Unicopa n Vendors l ABB Aspen. Tech Siemens Base. Ten l SAP Sequencia In. Code Wonderware l Rockwell Yokogawa Foxboro Propack Data l Honeywell Emerson Process In. Code Oracle l Marcam OSI Intellution Schneider Electric l GSE System HP IBM GS Microsoft Ordinal n General 12/2/2020 9 l Purdue University Fluor Daniels AMR Jacobs

Agenda n ISA, ISA S&P, S 95 n ISA 95 part ½ (B 2 M) n WBF B 2 MML (XML for B 2 M) n d 95 part 3 / MESA model (MES) 12/2/2020 10

Information Categories Enterprise Information Plant Production Scheduling, Operational Management, etc Production Capability Definition Schedule Performance Information (What to (What was B 2 M Interface S 95 Part 1/2 (What is available for use) MES activities S 95 Part 3 (How to make a product) make and use) made and used) Manufacturing Control Information Area Production Planning, Supervision & Execution 12/2/2020 11

S 95 part 1/2: Major Object Definitions Resources Capability, Production Product Time People Capabilities Product Definitions Equipment Production Schedule Materials Production Performance Segments 12/2/2020 12

S 95 in Production System Lifecycles Production Schedule Segment Requirement Product Segments Product Definition Product Development 12/2/2020 Process Segments Resources • Personnel • Equipment • Material/Energy 13 Production Capabilities Resources Engineering

Material Definition Example n Material Class Acid l ia er at ss M la C p. H Density Common material information Material Definition HCl 50% Lot HCL-50 -100019 Sublot HCL-50 -100019 Barrel 15 l ia er at ition M in f De Color Purity p. H 7. 0 12/2/2020 Location QA Test Specification QA Test Results Density Color Purity 1. 32 Yellow. 5% 14

Agenda n ISA, ISA S&P, S 95 n ISA 95 part ½ (B 2 M) n WBF B 2 MML (XML for B 2 M) n d 95 part 3 / MESA model (MES) 12/2/2020 15

Production schedule Production Schedule ID Start & End Time Production Request Rule ID Product Segment Start & End Time or Process Segment Requirement ID Start & End Time Production Personnel Parameter Requirement Personnel Requirement Equipment Requirement Personnel Material Produced Requirement Property Requirement Product Parameter Material Consumed Requirement Process Parameter Personnel Consumable Expected Model Requirement Segment Requirement Production Schedule Is made up of May Correspond to a Is made up of 0. . n 1. . n Corresponds to a 0. . n 1. . n Production Requested Segment Response Segment Requirement May contain 0. . n Equipment Requirement 0. . n Material Consumed Consumable Produced Requirement Expected Requirement Is associated to either 1. . n 0. . n Corresponds to element in (see Figure 1) 1. . 1 12/2/2020 16 1. . n Equipment Requirement Property 0. . n Corresponds to 0. . n element in (see Figure 1) 1. . 1 Equipment Model 1. . n Material Produced Material Consumed Requirement Property Corresponds to 0. . n element in (see Figure 1) 1. . 1 Material Model 1. . 1 Consumable Expected Property Corresponds to element in (see Figure 1)

B 2 MML-V 02 -Production. Schedule. xsd 12/2/2020 17

Next work: B 2 M processes & transactions n Example: Process segment look-up This business process is used to identify the production resources that may satisfy all or part of the product definition. Business Manufacturing l Getlist Process. Segment Showlist Process. Segment For each process segment: Get Process. Segment For this process segment, check the resources adequation and properties against Product segments Update Product. Definition 12/2/2020 18 Show Process. Segment

Agenda n ISA, ISA S&P, S 95 n ISA 95 part ½ (B 2 M) n WBF B 2 MML (XML for B 2 M) n d 95 part 3 / MESA model (MES) 12/2/2020 19

Why S 95 part 3? n Part 1 and 2 focus only on Production l Maintenance and Quality vaguely included within Resource management n Many places for Business / Manufacturing domains boundary : MES area must be addressed n MES area current definitions lack of consistency (MESA « marketing » model) l Activity domains and supporting activities mixed 12/2/2020 20

MESA model: a marketing tool n MESA: a consortium of MES vendors. Its model l l n Helped to promote MES solutions Can be mapped on certain vendor solutions But l l l Not a formal model Not a consistent fonction set Does not help to specify user requirements 12/2/2020 21

Dim. 1&2: Generic & support Activity Model Work definitions Work capability Work schedule Work performance Detailed work scheduling Work resource management Work tracking Work dispatching Work data collection Work definition management Operational activity level Management of regulatory compliance layer Work Performance analysis Work execution Management of security layer Management of documents layer Management of information layer Management of change layer 12/2/2020 22

Dimension 3: Production collaborative activities ………. SHIPPING AND DELIVERY MAINTENANCE QUALITY INVENTORY 23 12/2/2020 INTERNAL TRANSFERS PRODUCTION MATERIAL RECEIPT Collaborative Execution

Responsibility & Technical Lines of Integration n Responsibility & Technical lines of integration may not match l may be different depending of the operation domain Maintenance Production Quality l may vary depending on industry / plant l Maintenance Definitions Maintenance Capability R Maintenance Requests Maintenance Schedule Detailed Maintenance Scheduling Maintenance Resource Management T Product definition Maintenance Performance Production resource management Production data collection 24 Quality test performance Detailed quality test scheduling Quality test resource management Quality test responses Quality test tracking Quality analysis Quality test dispatching Quality test data collection Quality definition management Quality test execution Level 0 -1 12/2/2020 Quality test schedule Analysis Production execution Maintenance Execution Quality test capability Quality test requests Production tracking Product definition management Maintenance Data Collection Quality definitions Production performance Production dispatching Maintenance Analysis Maintenance Dispatching Production schedule Detailed production scheduling Maintenance Responses Maintenance Tracking Maintenance Definition Management Production capability

MES requirements methodology Type of operations Location Activity Process Segments Activity Responsibility Task Task Technical Constraints Tech & Eco Justification Application module 12/2/2020 Activity models Application module 25 Data

THANK YOU jean. vieille@isa-france. org www. ccm-web. com +33 6 11 62 52 61 12/2/2020 26