1. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses1 Industrial Information Systems ISA88/95 based Functional Definition Jean Vieille, Associate Consultant (Psynapses) José Gramdi, Researcher & Professor (UTT) THE FORUM FOR AUTOMATION AND MANUFACTURING PROFESSIONALS

2. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses2 Agenda Industrial Enterprise The Information Factory Combining Industrial & Information Systems IIS lifecycle management ISA88/95 Functional framework

3. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses3 Industrial Enterprise Structure An industrial enterprise’s purpose is to make money by selling physical, tangible entities : products, goods, energy The Enterprise in 3 main entities: The Shareholders who expect revenue from their investment The Company owned by the Shareholders, managing the shareholders capital and providing financial resources to the Business The Business owned by the Company, leveraging Company’s capital

4. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses4 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

5. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses5 Business Enterprise global model Value Chain R. Material F. Product Sales Process Money InMoney Out Profit Investment, Inventory & Cash Flow Company Customers Suppliers Bank Government & Others Money In Shareholders Benefit Capital Bank Government & Others Control

6. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses6 Agenda Industrial Enterprise The Information Factory Combining Industrial & Information Systems IIS lifecycle management ISA88/95 Functional framework

7. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses7 The Industrial Factory PRODUCTION SYSTEM RAW material FINISHED Product External Demand Intermediate, Semi-finished Internal Demand

8. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses8 The Information Factory INFORMATION SYSTEM DataInformation Decision (Human) Decision (Automation)

9. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses9 IIS as an Information factory Industrial facility’s 3 main processes become: Product Development = Definition of the information processing requirements Resources Engineering = HW/SW + information processing capabilities Production Planning & Scheduling = Run time usage of information processing services

10. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses10 Value Chain Main Processes Product Development Product Definition Segments (Required) Production Capability Resource Engineering Resources Equipment, Material, Personnel Segments (available) Production Planning & Scheduling Production Requests Segments Requests

11. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses11 Information System Main Processes Information Support Development Information Processing Definition Information Services (Required) Information Processing Capability IT Resource Development Information Services (implemented) Run-time Information Processing Information Processing Requests Information Services Requests Resources HW, SW, DWH

12. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses12 Agenda Industrial Enterprise The Information Factory Combining Industrial & Information Systems IIS lifecycle management ISA88/95 Functional framework

13. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses13 Business vs Industrial IS IIS vs BIS B usiness I nformation S ystem supports the Sales Process Informational in essence – BIS is part of the process I ndustrial I nformation S ystem supports the Value Chain Process Physical in essence

14. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses14 Industrial Information System Business Information System Combining Production & Information Systems, BIS & IIS Value Chain R. Material Suppliers F. Product Customers Sales Process Money In Customers Money Out Suppliers Information Company, shareholders KPIs Knowledge Decision support

15. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses15 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 IIS doesn’t exist by itself in the vacuum… Information system supporting the physical system, it does not lead it! Any part of the production system might need IIS support Or can live without it

16. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses16 Physical & Decisional hierarchy Enterprise Site Area Work Center Work Unit Equipment Module Control Module Shareholders Company Financial management Planning Scheduling Operations

17. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses17 Equipment Entity - Principle Physical Equipment Operation Management (MES) Execution Control (Recipes / Routings) Equipment Control (Automation) Instruments, sensors, actuators Basic, Coordination & Procedural Control Information Processing Equipment Entity FT Enterprise Site Area Work Center Work Unit Equipment Module Control Module

18. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses18 Equipment Entity - Example Physical Equipment FT Information Processing Basic Procedural Coordination  Command Run pump at rate X Status Pump running At rate X Equipment Entity Enterprise Site Area Work Center Work Unit Equipment Module Control Module

19. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses19 Equipment Entities - Example Physical Equipment Equipment Entity Information Processing Schedule Orders Command Optimize Orders’ Scheduling Status / Response Optimized Orders’ schedule Enterprise Site Area Work Center Work Unit Equipment Module Control Module

20. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses20 Agenda Industrial Enterprise The Information Factory Combining Industrial & Information Systems IIS lifecycle management ISA88/95 Functional framework

21. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses21 Information system goal Ideal IIS Capability Flexibility Complexity Human implementation Traditionnal IIS design IIS lifecycle Management An ISA88 goal generalization Inspired by Lou Pillai and Darin Flemming

22. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses22 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

23. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses23 Management Execution IIS main Processes IIS lifecycle management Strategic Guidance Deployment Projects Master Plan Functional Repository Technical Repository Information Processing Definition IT Resource Development Run-time Information Processing User Feedback Strategy orientation

24. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses24 Improvement Areas IIS as an Information Factory Information Processing Definition IT Resources Development Run-Time Information Processing IIS lifecycle as a process How Industrial IT performs within the Enterprise Industrial Management methods apply to both IIS and its lifecycle process Namely Theory of Constraints, Lean Management, Six Sigma

25. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses25 Agenda Industrial Enterprise The Information Factory Combining Industrial & Information Systems IIS lifecycle management ISA88/95 Functional framework

26. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses26 Functional Repository Sub-Process The Functional Repository deals with Information Processing Knowledge / Requirements Scope The entire manufacturing related information processing knowledge Global for the whole Enterprise Deployment Projects Master Plan Functional Repository Technical Repository Strategy orientation Strategic Guidance

27. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses27 Functional Repository Sub-Process FRP separated from actual deployment Delivers and captures global knowledge to and from actual IIS development/projects FRP is the framework For structuring the knowledge For mastering development planning

28. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses28 IIS domains GuidelinesPhysical ModelProcess Modelling

29. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses29 IIS Scope Business Information System Marketing, R&D, HR, Engineering, Sales, Purchasing, Finance/accounting, planning Industrial Information System Business Process Management Resource & Definitions Management Scheduling, Dispatching, Analysis, Performance, Tracking, Reporting Physical Process Management Work Segments & Resources Equipment Control Basic, Procedural, Coordination Control Risk & Safety Information Configurations Documentation Regulation Incidents & Deviations … Production Inventory, Logistics Quality Maintenance Tooling … ISA88 ISA95 Physical Process Control Operating procedures, Routings, Recipes

30. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses30 Objects Classes DomainModelStdObjects classesOwner Asset ManagementPhysicalISA88-1 ISA95-1 EquipmentAsset Management Product Development Management ProcessISA88-3Process Elements Material Equipment Constraint Product Research Equipment ControlProceduralISA88-1Equipment Procedural Elements Automation Engineering Physical Process Control ProceduralISA88-1Process (Recipe) Procedural Element Product Development Physical Process Management Work Segment ISA95-1MOC Work Process Work Segments Personnel Planning, Cost Accounting & HR Business Process Management Operation Activity ISA95-3Business Process Tasks Production Management

31. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses31 Objects Instances DomainModelStdObjects InstancesOwner Asset Management PhysicalISA88-1 ISA95-1 EquipmentAsset Management Product Development Management ProcessISA88-3Product Requirement Process Element Material Definition Equipment Constraint Product Research Equipment Control ProceduralISA88-1Equipment Procedural Element Automation Engineering Physical Process (Recipe) Control ProceduralISA88-1 ISA88-3 Physical Process (Recipe) Transform Components Process (Recipe) Procedural Element Product Development Physical Process Management Work Segment Work Definition ISA95-1MOC Work Process (Process segment/Product Definition) Work (Process) Segment Personnel Planning, Cost Accounting & HR Business Process Management Operation Activity ISA95-3Business Process Tasks Production Management

32. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses32 Technical Repository Functional Repository Physical Modelling (1) Implementation Actual Projects relationship Implementation Class Physical Process Managt Req.(5) Equipment Control Req.(3) Business Process Managt Req.(6) Equipment Element Repository Global Resources Guidelines R&D Product Development (2) Process Element Repository ImplementationClass Physical Process Control Req.(4) Guidelines R&D Asset Management

33. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses33 Demand driven IIS construction process Build IT Systems Build Technical Components Defines Requirements Global Resources Process Elements, Equipment Entities, Equipment Procedural Elements, Work segments, Tasks, Processes… Master Planning Provide Requirements Provide Technical components Deliver the System Plan the Information Factory build and maintenance Technical Components demand pull Functional Requirements demand pull

34. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses34 Functional definition framework overview Guideline & tools Use Build Improve 1. Physical Modelling 2. Process Modelling 3. Equipment Procedural Modellig 4. Process Procedural Modelling 5. Work Segments Modelling 6. Business Process Modelling Object classes and models repository Use Build Improve Effort associated to actual DPL projects P&ID R&D

35. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses35 Conclusion IT is maturing, but Industry is still behind. The IIS Information Factory must concentrate on supporting the Industrial Factory performance The whole IIS must adopt a flexible design Using the proven ISA88 Equipment Entity concept and SOA/ISA88 service/orchestration split 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

36. Copyright © 2006 WBF. All rights reserved. Jean Vieille - Psynapses36 Thank You Questions? THE FORUM FOR AUTOMATION AND MANUFACTURING PROFESSIONALS