Introduction to IDS-ADI 15926 Resources Ian Glendinning, DNV Information Risk Management July 2009 (additional links added August 2009) R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Everything you needed to know, but ... Not Technology – Technology independent content aspects Not Training – Overview what there is and where to look. (Further training can be project related.) ISO15926 Standard IDS-ADI Collaboration Wiki Pages, File Repositories, Projects & Documents.- The key entry points. Primer - What 15926 is about, why would / should business care >>> getting started. ”How to” guidelines – 90% technology independent step-wise ”maturity” from ”getting started” to full & sophisticated usage. Think ... Driving out ”ambiguity” is driving out cost and risk. Compliance Guideline & Methodology Guideline & Business Interfaces Definition Guideline. (Recap of ALL Linked Resources at the end.) © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

ISO 15926 - Reference Data Model Templates (Part 7) Standardised in ISO 15926-2 Data Model Standard & Proprietary Properties Classes Manufacturer Specified Properties Classes Property Classes Standard & Proprietary Activity Classes Manufacturer Specified Activity Classes Standardised in ISO 15926-4 Common Terminology Core Classes Standardised by e.g. ISO /IEC/ ANSI/ BS/DIN, Represented using ISO 15926 Standard & Proprietary Classes Implemented using SPARQL / Facade (Part 9) Represented using RDF / OWL (Part 8) Grouping Mechanism (Classes of Class etc.) Product Catalogues represented using ISO 15926 Physical Object Classes This is 99% about Reference Data Manufactured Item Classes R D L © Det Norske Veritas AS. All rights reserved My thing 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

The Complete ISO15926 ”Stack” ISO - 15926 - 1 Overview and fundamentals (Approved IS) ISO - 15926 - 2 Data model (Approved IS) Represented in Part 4 RDL ISO - 15926 - 3 Geometry (Approved TS) (ISO - 10303 - 42 Represented according to Part 2 in Part 4 RDL) ISO - 15926 - 4 Initial reference data. (Approved TS) (Included in the RDS/WIP RDL and extended from there according to Parts 5 & 6) ISO - 15926 - 5 Procedures for registration and maintenance of reference data (NWI/CD pending resolution on Management Agency) (Superseded - Ongoing migration to SC4 MA process. Involves PCA Special Interest Groups.) ISO - 15926 - 6 Scope and methodology for developing additional reference data (NWI/CD submitted to ISO Q3 2007) (Technical rules and meta-data for Part 5 process. In need of update partly due to evolution of Part 5 and Part 7.) ISO - 15926 - 7 Implementation methods for the integration of distributed systems (TS submitted to ISO Q3 2007) Approved with comments / Agreed split into separate parts Q2 2008. (Completion Jun 2009) Represented in Part 4 RDL ISO - 15926 - 8 – OWL/RDF (W3C) implementation schema (Completion Sep 2009) ISO - 15926 - 9 – Façade (Web Interface) implementation (ISO deadline Feb 2010) ISO - 15926 - 10 – Test Methods (in planning / discussion) ISO - 15926 - 11 – Industrial Usage Guidelines (NWI agreed based on existing best-practice methodologies .) © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

ISO 15926 “Parts” Analogy Part 2 (in RDL) Natural Language Grammar Core Data Model Natural Language Grammar (Basic rules) Part 4 (RDL) Reference Data Dictionary & Thesaurus (Words & terms, extensible) Phrase, Sentence, Paragraph, Verse, Rhyme, Lyric (Useful semantic structures, extensible) Part 7 (in RDL) Templates Part 8 RDF/OWL Paper, File, Website, Stone-tablet (Representation technology) Part 9 Façades “Reading” (Read, write, query, services technology) © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

The IDS-ADI Collaboration www.IDS-ADI.org - Realizing Open Information Interoperability … through deployment & exploitation of ISO15926 … as a close ongoing collaboration since 2007 between: POSC-Caesar’s IDS Project(s), and FIATECH’s ADI Project(s) Multiple projects with a Coordinated plan & steering team. Steering Team – Bechtel, Bentley, DNV, Fluor, Noumenon, NRX Participants – AVEVA, Bentley, Bechtel, CCC, Chevron, Conoco-Phillips, DNV, Dow, Du Pont, Emerson, Fluor, Hatch, Intergraph, Noumenon, NRX, SNC-Lavalin, TCS ... and more in IDS2 and other newer projects Projects – many “core” and “matrix” projects since 2008 : including ... Modelling & Implementation (& ISO) core tasks 15926 Industrial Usage Guidelines (Mapping & Compliance) CAMELOT - “iRING” implementation and deployment of open-source 15926 infrastructure using W3C technologies (>>> Avalon) PROTEUS (Matrix123) - XML implementation of P&ID & 3D Content © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Key IDS-ADI ”Getting Started” Entry Points Note / Beware ... This is (mostly) open wiki-style collaboration ... it’s no-one’s ”job” to keep all the pages up-to-date / consistent !!! (Formal Documents have publishing version control.) www.ids-adi.org currently resolves to ... https://www.posccaesar.org/wiki/IdsAdiProject (PCA funds hosting so far. The business model for a sustainable infrastructure is Avalon’s main goal. FIATECH already agreed to pick-up certain costs.) ISO 15926 Structure & Parts (see earlier slides) https://www.posccaesar.org/wiki/IdsAdiStandardStructure Primer - What 15926 is about, why would / should business care up to ”getting started” (so far) We could and should develop getting started scenarios for different starting points and domains of interest. We could and should incorporate the intent of this presentation into the Primer too. https://www.posccaesar.org/wiki/ISO15926Primer Tutorial – Background and explanation of ISO15926 and its modelling (good, but incomplete). https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/15926Tutorial_module1.pdf https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/15926Tutorial_module2_part1.pdf https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/15926Tutorial-lecture-notes.pdf Avalon Project >> Wiki &”SVN” Repository & Tortoise / Windows Shell https://www.posccaesar.org/wiki/IdsAdiAvalon and iRING technology http://iring.ids-adi.org/repository/org/ids-adi/camelot/index.html PCA RDS (reference data services & resources) ... https://www.posccaesar.org/wiki/Rds (Note also links to Camelot & Avalon for iRING and OWL RDF Endpoints, Avalon / PCA aim is to fix RDLFACADE endpoints sustainably) After ”Getting Started” .... Specific ”How To” guideline documents .... >>>> Next © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

”Next” - Other Key Guideline Documents Compliance Guideline – How do I comply with ISO15926 ? https://www.posccaesar.org/wiki/IdsAdiComplianceSpecification https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/ISO_15926_Compliance_Specification.doc Mapping & Characterization Methodology Guideline - How do I relate my data to 15926 Reference Data ? (No page yet ... omission ... was seen as part of the Part 7 project) Repository, Doc and XLS ... Some overview coming up here ... https://www.posccaesar.org/svn/projects/IDS-ADI/Part7/Part7SpecificationsMethodologies https://www.posccaesar.org/svn/projects/IDS-ADI/Part7/Part7SpecificationsMethodologies/ISO15926_Dataset_Template_Characterization.doc https://www.posccaesar.org/svn/projects/IDS-ADI/Part7/Part7SpecificationsMethodologies/P7M_Characterization_Methodology.xls Business Interfaces Definition Guideline - How do I determine the content of important data scopes ? (BIDG – aka / was ”Handover Guide”) Technically this is part of the ”Compliance Guideline” as we shall see ... https://www.posccaesar.org/wiki/IdsAdiBIDG (Note all these are candidates for incorporation in Part 11 – Industrial Usage Guidelines, in collaboration with USPI and ”Gellish” – already implicit in the Methodology.) © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

COMPLIANCE Levels of Ambiguity / Driving out Ambiguity Progressive / Levels / ”Stepping Stones” Do simple & important stuff first .... .... Get more ambitious later. Several (many) different axes / aspects to this. (what’s simple, what’s important, what’s ambiguous ... ?) Summary is Table 4.2 in the Compliance Guideline. The Yellow (aka Dictionary) / Green / Blue / Red (aka Full) levels were seen to have some significance / value ... Targets to aim for ... But this is a checklist for how compliant you might be. © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Information Ambiguity Greatest Least Ambiguity Knowledge Compliance Ambiguity Scale Full Template Implementation with iRING 2.0 technology Data exchanges operate most successfully when ambiguity is eliminated Ambiguity between exchanging partners can require significant effort (labor) to remove The higher the ambiguity, the higher the cost to implement effective and efficient data exchanges Ambiguity = Cost &/or Risk ISO 15926 Simplified Template Implementation with iRING 1.0 technology Information Least XML Schema Dictionary Level Exchange Compliance Comma Delimited File Greatest Ambiguity Data © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Example - The OLF view (from IDS Project) See also : USPI ”Business Readiness Model” AVEVA & INGR Solution models SAP & IBM Engagement models Dow ”Multi-Generational Plans” DNV ”Maturity Model” ... Etc. Source – Thore Langeland PCA Kuala-Lumpur Oct 2008 © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Pragmatic Business meets Pragmatic ISO15926 >>>> RDL Content Management RDS Operations By establishing compliance at Interfaces only ... aka ”15926 Outside” And by establishing Compliance Categories (Checklist) ... aka ”Stepping Stones” Classifying .... Business-Scope & Information-Criticality; Change-Management-Meta-Data; Mapping & Implementation-Sophistication; Standardization Level & more ... Dictionary Level GREEN BLUE Full File Exchange XML Schema RDL Content & References File Exchange, API or Query Interface, ”PublicTemplate” Schema RDL Endpoint URI’s File Exchange, API or Query Interface ”Part7Full” Schema Part 9 Facade Web Interface Part8-Full-OWL/RDF Schema © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Reference Data Federation Levels of Standardization Certification Requests ISO RDS/WIP Editor PCA Immutable ID’s Global Sandbox iRING Mapping Editor Community Sandbox Read-Write Private Sandbox Federated Access © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

COMPLIANCE Levels of Ambiguity / Driving out Ambiguity Several (many) different axes / aspects to this. NB Remember ... Full Summary is in Table 4.2 in the Compliance Guideline. https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/ISO_15926_Compliance_Specification.doc The Yellow (aka Dictionary) / Green / Blue / Red (aka Full) levels were seen to have some significance / value ... Targets to aim for ... But this is a checklist for how compliant you might be. The ”semantic” (ambiguity) axis is what the ”methodology” guideline really focusses on .... Next. © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

METHODOLOGY Follows the COMPLIANCE ”maturity” approach .... Still about driving out ambiguity, progressively ie Do simple & important stuff first .... .... Get more ambitious later. Overview Graphic (from the document). on Template and RDL Item Selection Logic and identifying new RDL Item Requirements One example issue (Tag / Equipment) that demands ”methodical” approach rather than guesswork based on RDL Item naming ... © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Methodology (Feb 2009 Latest) Semantic Characterization Stage Interact with RDL / WIP Propose New RDL Items Syntactical Definition Stage No Use Current Map Version for Intended Business Use Recycle from Start (as necessary) Yes (Optional) cardinalities, rules, etc. Starting Resources (Well-formed Domain Schema & Dataset View) Starting Resources (Pro-forma Dataset View & sample instances Excel or XML (Addr. DOM) Fig 3.2 Summary Mapping Flowchart START END Pro-Forma Mapping Definition of Template Signature(s). Part-8&9 OWL / Façade Representation & Implementation ? View or Report Def Create Def Each “Cell” Simple DOM Addressable (Excel or XML) Mapping Selection Logic Select Public Template(s) Full Part-2-explicit- Part-7 Templates Select RDL Item(s) © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

The Life Cycle According to IEC 61346-4 All objects have separate lifecycles © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Life Cycle Objects All objects have separate lifecycles - Environment 18DE911A Identifier Tag xxxx Design Case 1 Design Case 2 Tag 18nn911A Process Case n - Environment HAZOP Maintainability etc External requirements Functional Location 18DE911A Performance Requirements Driving at 18DE911A Package Specification MMMM Data Sheet for xxxx Tag 18DE911A Procurement Package MMMM FL / Tag SO Material Equipment FR Tag xxxx Design Case 1 Design Case 2 Tag 18nn911A Pumping Case n Electric Motor suitable for 18DE911A Consolidated performance envelope Model X Variant Y Conformance Consolidated Requirements Model: SIEMENS 1LA Variant: SIEMENS 1LA6316-4-AA64- ZA11+G50+K45+N90+Y82 Data Sheet for Model X Vaiant Y Model X Variant Y Serial # 123456 Conformance Operational Data for #123456 Equipment: SIEMENS 1LA6316-4-AA64- ZA11+G50+K45+N90+Y82, # 123456 All objects have separate lifecycles © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Example of ”Level of Realization” logic (Text extracted from the Methodology itself) LOR (T) – where the subject matter records the definition of an individual functional process location or role, or [....] typically identified by a Tag). The level of least physical realization. (Equivalent to IEC “FR”) LOR (R) – where the subject matter is consolidated business Requirements including the functional purpose LOR(T) above, other functional cases and other capabilities [....] A level of lesser physical realization. (Equivalent to IEC “CS”) LOR (P) – where the subject matter concerns an available Product specification, typically catalogue items, [....]. A level of greater physical realization. (Equivalent to IEC “PS”) LOR (E) – a where the subject matter records an individual resource employed / employable installed / installable to fulfill a business need or role [....] Typically an Equipment item and the individual log or record of that item.) The level of greatest physical realization. (Equivalent to IEC “IL”) © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Recap ... Not Technology – Technology independent content aspects Not Training – Overview what there is and where to look. (Further training can be project related.) ISO15926 Standard IDS-ADI Collaboration Wiki Pages, File Repositories, Projects & Documents.- The key entry points. Primer - What 15926 is about, why would / should business care >>> getting started. ”How to” guidelines – 90% technology independent step-wise ”maturity” from ”getting started” to full & sophisticated usage. Think ... Driving out ”ambiguity” is driving out cost and risk. Compliance Guideline & Methodology Guideline & Business Interfaces Definition Guideline. All linked resources ..... Next page >>> © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

Recap – all linked resources. Note / Beware ... This is (mostly) open wiki-style collaboration ... it’s no-one’s ”job” to keep all the pages up-to-date / consistent !!! (Formal Documents have publishing version control.) IDS-ADI - www.ids-adi.org currently resolves to ... https://www.posccaesar.org/wiki/IdsAdiProject (PCA funds hosting so far. The business model for a sustainable infrastructure is Avalon’s main goal. FIATECH already agreed to pick-up certain costs.) ISO 15926 Structure & Parts (see earlier slides) https://www.posccaesar.org/wiki/IdsAdiStandardStructure Primer - What 15926 is about, why would / should business care up to ”getting started” (so far) We could and should develop getting started scenarios for different starting points and domains of interest. We could and should incorporate the intent of this presentation into the Primer too. https://www.posccaesar.org/wiki/ISO15926Primer Tutorial – Background and explanation of the ISO15926 modelling approach (Good, but incomplete in terms of Template usage). https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/15926Tutorial_module1.pdf https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/15926Tutorial_module2_part1.pdf https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/15926Tutorial-lecture-notes.pdf Avalon Project & iRING Technology https://www.posccaesar.org/wiki/IdsAdiAvalon http://iring.ids-adi.org/repository/org/ids-adi/camelot/index.html PCA RDS (reference data services & resources) ... https://www.posccaesar.org/wiki/Rds (Note also links to Camelot & Avalon for iRING and OWL RDF Endpoints, Avalon / PCA aim is to fix RDLFACADE endpoints sustainably) Mapping & Characterization Methodology Guideline (Industrial Usage - Proposed Part 11 harmonization with Gellish) - How do I relate my industrial data to 15926 Reference Data ? https://www.posccaesar.org/svn/projects/IDS-ADI/Part7/Part7SpecificationsMethodologies https://www.posccaesar.org/svn/projects/IDS-ADI/Part7/Part7SpecificationsMethodologies/ISO15926_Dataset_Template_Characterization.doc https://www.posccaesar.org/svn/projects/IDS-ADI/Part7/Part7SpecificationsMethodologies/P7M_Characterization_Methodology.xls Compliance Guideline – How do I comply with ISO15926 ? https://www.posccaesar.org/wiki/IdsAdiComplianceSpecification https://www.posccaesar.org/svn/projects/IDS-ADI/ComplianceSpecification/ISO_15926_Compliance_Specification.doc (BIDG – aka / was ”Handover Guide”) Business Interfaces Definition Guideline - How do I determine the content of important data scopes ? Structly this is part of the ”Compliance Guideline” https://www.posccaesar.org/wiki/IdsAdiBIDG © Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y

© Det Norske Veritas AS. All rights reserved 17 September 2018 R e a l i z i n g O p e n I n f o r m a t i o n I n t e r o p e r a b i l i t y