Isa 95.00.02-2001
Isa 95.00.02-2001
Isa 95.00.02-2001
ANSI/ISA95.00.022001
NOTICE OF COPYRIGHT
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ANSI/ISA95.00.022001 Enterprise-Control System Integration Part 2: Object Model Attributes ISBN: 1-55617-773-9 Copyright 2001 by ISAThe Instrumentation, Systems, and Automation Society. 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, recording, or otherwise), without the prior written permission of the Publisher. ISA 67 Alexander Drive P. O. Box 12277 Research Triangle Park, North Carolina 27709 USA
ANSI/ISA95.00.022001
Preface
This preface, as well as all footnotes and annexes, is included for information purposes and is not part of ANSI/ISA95.00.022001. The standards referenced within this document may contain provisions which, through reference in this text, constitute requirements of this document. At the time of publication, the editions indicated were valid. All standards are subject to revision, and parties to agreements based on this document are encouraged to investigate the possibility of applying the most recent editions of the standards indicated within this document. Members of IEC and ISO maintain registers of currently valid International Standards. ANSI maintain registers of currently valid U.S. National Standards. This document has been prepared as part of the service of ISAThe Instrumentation, Systems, and Automation Society, toward a goal of uniformity in the field of instrumentation. 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; Research Triangle Park, NC 27709; Telephone (919) 549-8411; Fax (919) 549-8288; E-mail: standards@isa.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 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 endeavor 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 & Materials as IEEE/ASTM SI 10-97, and future revisions, will be the reference guide for definitions, symbols, abbreviations, and conversion factors. It is the policy of ISA to encourage and welcome the participation of all concerned individuals and interests in the development of ISA standards, recommended practices, and technical reports. Participation in the ISA standards-making process by an individual in no way constitutes endorsement by the employer of that individual, of ISA, or of any of the standards, recommended practices, and technical reports that ISA develops. CAUTION ISA ADHERES TO THE POLICY OF THE AMERICAN NATIONAL STANDARDS INSTITUTE WITH REGARD TO PATENTS. IF ISA IS INFORMED OF AN EXISTING PATENT THAT IS REQUIRED FOR USE OF THE STANDARD, IT WILL REQUIRE THE OWNER OF THE PATENT TO EITHER GRANT A ROYALTY-FREE LICENSE FOR USE OF THE PATENT BY USERS COMPLYING WITH THE STANDARD OR A LICENSE ON REASONABLE TERMS AND CONDITIONS THAT ARE FREE FROM UNFAIR DISCRIMINATION. EVEN IF ISA IS UNAWARE OF ANY PATENT COVERING THIS STANDARD, THE USER IS CAUTIONED THAT IMPLEMENTATION OF THE STANDARD MAY REQUIRE USE OF TECHNIQUES, PROCESSES, OR MATERIALS COVERED BY PATENT RIGHTS. ISA TAKES NO POSITION ON THE EXISTENCE OR VALIDITY OF ANY PATENT RIGHTS THAT MAY BE INVOLVED IN IMPLEMENTING THE STANDARD. ISA IS NOT RESPONSIBLE FOR IDENTIFYING ALL PATENTS THAT MAY REQUIRE A LICENSE BEFORE IMPLEMENTATION OF THE STANDARD OR FOR INVESTIGATING THE VALIDITY OR SCOPE OF ANY PATENTS BROUGHT TO ITS ATTENTION. THE USER SHOULD CAREFULLY INVESTIGATE RELEVANT PATENTS BEFORE USING THE STANDARD FOR THE USERS INTENDED APPLICATION.
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ANSI/ISA95.00.022001
HOWEVER, ISA ASKS THAT ANYONE REVIEWING THIS STANDARD WHO IS AWARE OF ANY PATENTS THAT MAY IMPACT IMPLEMENTATION OF THE STANDARD NOTIFY THE ISA STANDARDS AND PRACTICES DEPARTMENT OF THE PATENT AND ITS OWNER. ADDITIONALLY, THE USE OF THIS STANDARD MAY INVOLVE HAZARDOUS MATERIALS, OPERATIONS OR EQUIPMENT. THE STANDARD CANNOT ANTICIPATE ALL POSSIBLE APPLICATIONS OR ADDRESS ALL POSSIBLE SAFETY ISSUES ASSOCIATED WITH USE IN HAZARDOUS CONDITIONS. THE USER OF THIS STANDARD MUST EXERCISE SOUND PROFESSIONAL JUDGMENT CONCERNING ITS USE AND APPLICABILITY UNDER THE USERS PARTICULAR CIRCUMSTANCES. THE USER MUST ALSO CONSIDER THE APPLICABILITY OF ANY GOVERNMENTAL REGULATORY LIMITATIONS AND ESTABLISHED SAFETY AND HEALTH PRACTICES BEFORE IMPLEMENTING THIS STANDARD. The following individuals served as voting members of ISA-SP95: NAME K. Unger, Chairman D. Brandl, Editor D. Adler W. Bosler B. Brown Y. Carrier K. Chambers C. Clements C. Conklin L. Craig R. Crossan D. Emerson J. Jeffreys B. Korkmaz K. Kovacs D. Kravitt C. Monchinski P. Moylan S. Patnaik A. Poorman L. Poulson G. Rathwell S. Singh L. Steinocher W. Strauss J. Vieille B. Ward T. Williams W. Wray COMPANY EnteGreat, Inc. Sequencia Corp. Eli Lilly & Co. Texas Consultants, Inc. E I du Pont de Nemours and Co. KEOPS Technologies Intellution, Inc. Honeywell IAC Dow Corning Corp. Rohm and Haas Co. SAP America, Inc. Yokogawa Corp. of America Wonderware, Inc. Automation Vision, Inc. Real Enterprise Solutions SCT Corp. Automated Control Concepts, Inc. Rockwell Software Fisher-Rosemount Systems, Inc. ABB Automation, Inc. Novo Nordisk Engineering, A/S Enterprise Consultants ABB Industri AS Fluor Daniel, Inc. Moore Products Co. Consultant Consultant Purdue University Bayer Corp.
The following individuals also served on ISA-SP95: NAME G. Addison B. Allgaier S. Angioletti COMPANY Equistar Chemicals LP ABB Industrial Systems, Inc. Soft Brasil Sistemas de Gestao Copyright 2001 ISA. All rights reserved. This document may not be copied or provided to other persons in any form.
ANSI/ISA95.00.022001
R. Babecki W. Bajek K. Baker H. Bales J. Barry B. Boston T. Boucher R. Brokamp J. Brown R. Bullotta R. Burke J. Burnell R. Chappel D. Chappell L. Charpentier P. Cherry J. Clarke S. Cloughley P. Coddington E. Cosman P. Couling H. Crenshaw R. De Theije E. dela Hostria J. deSpautz A. Diaz D. Dziadiw L. Falkenau J. Fisher T. Fisher R. Flaherty D. Fleming C. Foster Y. Fujita G. Funk J. Gallagher M. Gallagher G. Garfein D. Gaw A. Goldberger D. Gussin A. Habib W. Hakanson J. Ham K. Harris D. Harrold W. Hawkins N. Haxthausen J. Hedrick S. Herb B. Hinds T. Hurst E. Icayan D. Imming
Foxboro Co. UOP Eli Lilly & Co. TRW Queue Systems, Inc. Hewlett-Packard Co. Rutgers University Jacobs Engineering Fisher-Rosemount Systems, Inc. Lightammer Software Corp. Price Waterhouse LLC Hewlett-Packard Canada Advanced Integration Group Procter & Gamble Co. GSE Systems, Inc. Cherry Services, Inc. ATCOR Base Ten Systems, Inc. Abbott Laboratories Dow Chemical Co. Consilium, Inc. Champion Intl. Consultant Rockwell Automation Real Enterprise Solutions All-Control Systems, Inc. Propack Data Corp. E I du Pont de Nemours Dow Corning, Inc. The Lubrizol Corp. IBM Rockwell Automation E I du Pont de Nemours and Co. Toyo Engineering Corp. GLF Technology Nestle UK, Ltd. Lubrizol Corp. Bay Area Instrument & Electric Coactive Aesthetics, Inc. Consultant Milltronics, Ltd. Walsh Automation MESA International Landacorp Honeywell POMS Corp. Control Engineering Magazine HLQ Ltd. Novo Nordisk Engineering A/S Automation & Control Tech, Inc. Siemens Moore Process Automation Weyerhaeuser Co. Hurst Technologies Corp. ACES, Inc. Fisher-Rosemount Systems, Inc. Copyright 2001 ISA. All rights reserved. This document may not be copied or provided to other persons in any form.
ANSI/ISA95.00.022001
C. Jaeger J. Jakhura B. Jensen G. Johnson J. Kall Z. Kamal P. Kennedy G. Kilgore R. Kolz A. Kowalczyk E. Lambert S. Laurents L. Lavender B. Lewis P. Loeb B. Long W. Lorenz R. Mackiewicz E. Marks B. Martin R. Martin M. Mcbreen J. McCarville E. McCutcheon R. Mcdevitt T. McFarlane B. Medina R. Mergen M. Muroski T. Murphy L. Natiello J. Orsulak A. Pampel R. Parapar J. Parshall J. Peltola S. Pendegrass M. Pichler V. Pillai E. Potts Z. Rahman J. Ramming R. Raynes A. Reddy D. Rehbein R. Rehbein J. Reynolds W. Richards D. Riley J. Ritter S. Ryan L. Sagadraca H. Sakamoto R. Salisbury
Eli Lilly & Co. Syncrude Canada, Ltd. Yokogawa Corp. of America Hilco Technologies, Inc. Interwave Technology, Inc. ABB Automation, Inc. California Environmental Controls VoestAlpine Industries, Inc. OSI Software Honeywell, Inc. Real Enterprise Solutions Fluor Daniel Co. PIC, Inc. Omron Electronics Dickson Realtime Information Systems Eli Lilly & Co. SISCO, Inc. Square D Co./Schneider Auto Crestone International AMR Research Price Waterhouse, Inc. 3M Co. UOP LLC MIKON Systems, Inc. Metso Automation, Inc. KPMG The Lubrizol Corp. ABB Industrial Systems, Inc. PID Inc. Merck Raytheon Co. A F Pampel Consulting Genentech, Inc. Eli Lilly & Co. Siemens Lyondell-Equistar VECO Engineering Pharmacia Corp. Professional Services International, Inc. Rohm & Haas, Co. Eaton Corp. Raynes Design & Engineering Honeywell, Inc. Microsoft Corp. Wastewater Services-Metro PMC Unilever HPC NA Orsi Hilco Technologies, Inc. Wonderware, Inc. Shell Rockwell Software, Inc. McWhorter Technologies Yokogawa Electric Corp. ABB Industrial Systems, Inc.
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ANSI/ISA95.00.022001
J. Salkin Y. Sano R. Sardell R. Sattelmaier K. Sauermann J. Schaefer G. Shilberg M. Schmidt B. Schneitler K. Schwarz R. Seemann G. Sellner T. Shephard J. Siekierda E. Skabowski G. Spearpoint M. Spencer J. Stout B. Swanton S. Tavoulareas E. Todd G. Turanchik B. Tway N. Tyring A. Vakamudi J. Vardy A. Vath A. Perez A. Vitale E. Vodopest P. Vreeswijk A. Weichert P. Weinberger R. Welk O. Wieser C. Williams G. Winchester R. Winslow D. Wisnosky K. Yuen
Ortho-McNeil Pharmaceuticals Y.M.P. International Corp. Foxboro Co. Union Carbide Corp. Werum GmbH ACS/Tava Technology Bayer Corp. Raytheon Engineers & Constructors GE Plastics Schwarz Consulting Co. Fisher-Rosemount Systems, Inc. Consultant Effective Solutions, Inc. Interwave Technology, Inc. Tendent Consulting Nestle South Africa Pty Ltd QIC Systems, Inc. Nexus Engineering, Inc. Advanced Mfg. Research EnTec Anheuser-Busch Co. Inc. Smart Signal Coors Brewing Co. TVC Inc. Bechtel Corp. Foxboro Co. Carpenter Specialty Initec SA Automation Mktg Strategies Consultant Arthur Andersen Automated Control Concepts, Inc. Casne Engineering, Inc. Hurst Consulting Co. SAP AG Eastman Kodak Co. National Electrical Mftrs Assn Sterling Electronics Wizdom Systems, Inc. Rockwell Software, Inc.
This standard was approved for publication by the ISA Standards and Practices Board on 23 September 2001. NAME M. Zielinski D. Bishop M. Cohen M. Coppler B. Dumortier W. Holland E. Icayan COMPANY Emerson Process Management Consultant Consultant Ametek, Inc. Schneider Electric Southern Company Advanced Control & Engineering Solutions Copyright 2001 ISA. All rights reserved. This document may not be copied or provided to other persons in any form.
ANSI/ISA95.00.022001
A. Iverson R. Jones V. Maggioli T. McAvinew A. McCauley, Jr. G. McFarland D. Rapley R. Reimer J. Rennie H. Sasajima I. Verhappen R. Webb W. Weidman J. Weiss M. Widmeyer R. Wiegle C. Williams G. Wood
Ivy Optiks Dow Chemical Co. Feltronics Corp. Merrick & Co. Chagrin Valley Controls, Inc. Westinghouse Process Control Inc. Rapley Consulting Inc. Rockwell Automation Factory Mutual Research Corp. Yamatake Corp. Syncrude Canada Ltd. Power Engineers Parsons Energy & Chemicals Group EPRI EG&G Defense Materials Power Engineers Eastman Kodak Co. Graeme Wood Consulting
Copyright 2001 ISA. All rights reserved. This document may not be copied or provided to other persons in any form.
ANSI/ISA95.00.022001
Contents
Foreword ............................................................................................................................................. 11 Introduction.......................................................................................................................................... 13 1 Scope ............................................................................................................................................. 15 2 Normative references ..................................................................................................................... 15 3 Definitions....................................................................................................................................... 15 4 Object model attributes................................................................................................................... 15 4.1 Introduction ........................................................................................................................... 15 4.2 Explanation of tables............................................................................................................. 16 4.3 Production capability model .................................................................................................. 19 4.4 Process segment capability model........................................................................................ 27 4.5 Personnel model ................................................................................................................... 33 4.6 Equipment model .................................................................................................................. 37 4.7 Material model....................................................................................................................... 43 4.8 Process segment model........................................................................................................ 48 4.9 Product definition information model..................................................................................... 54 4.10 Production schedule model................................................................................................. 60 4.11 Production performance model ........................................................................................... 69 5 Completeness, compliance and conformance................................................................................ 77 5.1 Completeness ....................................................................................................................... 77 5.2 Compliance ........................................................................................................................... 77 5.3 Conformance......................................................................................................................... 77 Annex A (informative) Examples..................................................................................................... 81 Annex B (informative) Expected use ................................................................................................ 89 Annex C (informative) Logical information flows ............................................................................ 101
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ANSI/ISA95.00.022001
Foreword
This standard is Part 2 of a multi-part set of standards that defines the interfaces between enterprise activities and control activities. It follows ANSI/ISA-95.00.01-2000, Enterprise-Control System Integration Part 1: Models and Terminology. The scope of this Part 2 standard is limited to defining the details of the interface content between manufacturing control functions and other enterprise functions. The goal is to reduce the effort, cost, and errors associated with implementing these interfaces. The standard may be used to reduce the effort associated with implementing new product offerings. The goal is to have enterprise systems and control systems that interoperate and easily integrate. The scope of this Part 2 standard is limited to the definition of the Part 1 object model attributes. This Part 2 standard is structured to follow IEC guidelines. Therefore, the first three clauses present the scope of the standard, normative references, and definitions, in that order. Clause 4 is normative. The intent is to describe the attributes associated with the objects defined in Part 1. Clause 5 is normative. It defines completeness, conformance and compliance criteria associated with the objects defined in Part 1 and the attributes defined in Part 2. Annex A is informative. It provides examples to illustrate how the models and attributes may be used. Annex B is informative. It illustrates how the models could be used in different circumstances. Annex C is informative. It discusses how the standard relates to logical information flows.
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ANSI/ISA95.00.022001
Introduction
This Part 2 standard further defines the object models described in ANSI/ISA-95.00.01-2000, EnterpriseControl System Integration Part 1: Models and Terminology (hereafter referred to as Part 1) by adding attribute definitions and examples. The models and terminology defined in Part 1 and Part 2 a) emphasize good integration practices of control systems with enterprise systems during the entire life cycle of the systems; b) can be used to improve existing integration capability of manufacturing control systems with enterprise systems; and c) can be applied regardless of the degree of automation. Specifically, the Part 1 and Part 2 standards provide a standard terminology and a consistent set of concepts and models for integrating control systems with enterprise systems that will improve communications between all parties involved. Benefits produced will a) reduce the users time to reach full production levels for new products; b) enable vendors to supply appropriate tools for implementing integration of control systems to enterprise systems; c) enable users to better identify their needs; d) reduce the cost of automating manufacturing processes; e) optimize supply chains; and f) reduce life-cycle engineering efforts.
The Part 1 and Part 2 standards may be used to reduce the effort associated with implementing new product offerings. The goal is to have enterprise systems and control systems that interoperate and easily integrate. It is not the intent of the standards to a) suggest that there is only one way of implementing integration of control systems to enterprise systems; b) force users to abandon their current way of handling integration; or c) restrict development in the area of integration of control systems to enterprise systems.
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ANSI/ISA95.00.022001
Scope
This Part 2 standard, in conjunction with ANSI/ISA-95.00.01-2000, Enterprise-Control System Integration Part 1: Models and Terminology, defines the interface content between manufacturing control functions and other enterprise functions. The interfaces considered are the interfaces between levels 3 and 4 of the hierarchical model defined by Part 1 and Part 2. The goal is to reduce the risk, cost, and errors associated with implementing these interfaces. The scope of Part 2 is limited to the definition of attributes for the Part 1 object models. This Part 2 standard does not define attributes to represent the object relationships defined in Part 1.
Normative references
The following normative documents contain provisions that, through reference in this text, constitute provisions of this standard. At the time of publication, the editions indicated were valid. All normative documents are subject to revision, and parties to agreements based on this standard are encouraged to investigate the possibility of applying the most recent editions of the normative documents indicated below. Members of the IEC and ISO maintain registers of currently valid normative documents. a) ANSI/ISA-95.00.01-2000, Enterprise-Control System Integration Part 1: Models and Terminology b) IEC 61512-1:1997, Batch control Part 1: Models and terminology c) ANSI/ISA-88.01-1995, Batch Control Part 1: Models and Terminology d) ENV 40003:1991, Computer Integrated Manufacturing (CIM); Systems Architecture; Framework for Enterprise Modeling e) ENV 12204:1996, Advanced Manufacturing Technology; Systems Architecture; Constructs for Enterprise Modeling f) ISO 14258:1998, Concepts and Rules for Enterprise Models
g) ISO 15704:2000, Industrial Automation Systems--Requirements for Enterprise--Reference Architectures and Methodologies
Definitions
For the purposes of this standard, the following definition applies. Other terms used in this Part 2 standard are defined in Part 1. 3.1 process segment: a view of a collection of resources needed for a segment of production, independent of any particular product at the level of detail required to support business processes that may also be independent of any particular product. This may include material, energy, personnel, or equipment.
4
4.1
This clause defines the attributes associated with the objects defined in the Part 1 standard.
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Tables 2 through 87 in clause 4 define the attributes for objects defined in the Part 1 standard, clause 7. The attributes are an extension to the object information model defined in the Part 1 standard and thus are part of the definition of terms. The attributes of this Part 2 standard and the object models of Part 1 define interfaces for enterprise-control system integration. A minimum set of industry-independent information has been defined, in this Part 2 standard, as attributes. However, values for all attributes may not be required depending of the actual usage of the models. If additional information, including industry- and application-specific information, is needed, it shall be represented as properties. This solution increases the usability through the use of standard attributes, and allows flexibility and extensibility through the use of properties. This was done to make the standard as widely applicable as possible. 4.2 Explanation of tables
This subclause defines the meaning of the attribute tables. This includes a definition of the object identification, data types, and definition of the examples in the tables. 4.2.1 Object identification
Many objects in the information model require unique identifications (IDs). These IDs shall be unique within the scope of the exchanged information. This may require translation of the IDs of the exchanged information from a systems internal identification. For example, a unit may be identified as resource R100011 in the scheduling system and East Side Reactor in the manufacturing system. A unique identification set shall be agreed to in order to exchange information. The object IDs are defined only to identify objects within related exchanged information sets. The object ID attributes are not global object IDs or database index attributes. Generally, objects that are elements of aggregations, and are not referenced elsewhere in the model, do not require unique IDs. 4.2.2 Data types
The attributes defined are abstract representations, without any specific data type defined. A specific implementation will define how the information is represented. For example, a) an attribute may be represented as a string in one implementation and as a numeric value in another implementation; b) a date/time value may be represented in ISO standard format in one implementation and in Julian calendar format in another; or c) a relationship may be represented by two fields (type and key) in data base tables or by a specific tag in XML. 4.2.3 Definition of examples
Examples are included with each attribute definition. Where multiple examples are used, there are multiple rows in the right hand column. See Table 1 below for how the example rows and columns are used.
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ANSI/ISA95.00.022001
When an example value is a set of values, or a member of a set of values, the set of values is defined within a set of braces, { }. The examples are purely fictional. They are provided to further describe attributes in the model. No attempt was made to make the examples complete or representative of any manufacturing enterprise. 4.2.4 Data relationships
The models used to document a reference to a resource, in another package, using the class or instance, with additional optional specification using properties, are not fully illustrated in the Part 1 object model figures. This relationship is not conformant to the Unified Modeling Language (UML) modeling methodology, but was done to keep the diagrams simpler. Figure 1 below illustrates how it is currently presented, on the left side, and how it could be more accurately modeled in UML on the right side. UML was used in this standard as a visualization method and was not meant to describe implementations. This applies to the following models: Personnel Capability Material Capability Equipment Segment Capability Personnel Segment Specification Material Segment Specification Equipment Specification Personnel Requirement Material Produced Requirement Consumable Expected Equipment Actual Material Consumed Actual
Equipment Capability Personnel Segment Capability Material Segment Capability Equipment Segment Specification Personnel Specification Material Specification Equipment Requirement Material Consumed Requirement Personnel Actual Material Produced Actual Consumable Actual
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Corresponds to element in
Re so urce Ca pabi li ty
0..n Re so urce Ca pabi li ty Prop erty 0..n Corresponds to element in 1..1 Re so urce Mod el
Note: The c orrespond ence relat ionship is defined throug h one and only one of fou r relat ionships A, A and B, C, or C and D.
Corresponds to element in
A
0..1 Re so urce Cla ss Definition
C
0..n
B
0..n
D
0..1 Defined by Reso urce In stan ce Defini tion
1..1 Maps to
1..1
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4.3
Figure 2 is a copy of Figure 15 in Part 1, with a clarification of the relationship to the personnel, equipment, and material models.
Is defined as a collection of
0..n P erson nel Ca pabi li ty Has properties of 0..n P erson nel Ca pabi li ty Prop erty 0..n Corresponds to element in (see Figure 1) 1..1 P erson nel Mo del
0..n Mate ria l Cap ab ility Has properties of 0..n Mate ria l Cap ab ility Pro pe rty 0..n Corresponds to element in (see Figure 1) 1..1 Mate ria l Mod el
Has pr operties of 0..n Eq ui pme nt C apab ility Pro pe rty 0..n Corresponds to element in ( see Figure 1) 1..1 Eq ui pme nt Mo de l
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4.3.1
Production capability
Description
Location
Element Type
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4.3.2
Personnel capability
End Time
2000-01-01 12:00
48 Hours
Where persons are members of multiple personnel classes then the personnel capability information defined by personnel class should be used carefully because of possible double counts, and personnel resources should be managed at the instance level.
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ANSI/ISA95.00.022001
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4.3.3
Description
Value
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4.3.4
Equipment capability
Site 1999-12-30 11:59 1999-12-30 11:59 2000-01-01 12:00 2000-01-01 12:00 48 2 Hours Days
End Time
Quantity
Where equipment are members of multiple equipment classes then the equipment capability information defined by equipment class should be used carefully because of possible double counts, and equipment resources should be managed at the instance level.
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4.3.5
Description
Value
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4.3.6
Material capability
Capability Type
Element Type
Site Production Line Material Consumed Material Consumed 1999-12-30 11:59 1999-12-30 11:59 2000-01-01 12:00 2000-01-01 12:00 2000 155 Sheets Liters
Material Use
Start Time
End Time
Quantity
* Typically a material class, material definition, material lot, or material sublot is specified.
Where materials are members of multiple material classes then the material capability information defined by material class should be used carefully because of possible double counts, and material resources should be managed at the instance level.
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ANSI/ISA95.00.022001
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4.3.7
Description
Value
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4.4
Figure 3 is a copy of Figure 16 in Part 1, with a clarification of the relationship to process segments, and the personnel, equipment, and material models.
Is defined as a collection of
0..n P erson nel Segmen t Ca pabi li ty Has properties of 0..n P erson nel Segmen t Ca pabi li ty Prop erty 0..n Corresponds to element in (see Figure 1) 1..1 P erson nel Mo del
0..n Eq ui pme nt S egme nt C apab ility Has properties of 0..n Eq ui pme nt Segm en t C apab ility Pro pe rty 0..n Corresponds to element in ( see Figure 1) 1..1 Eq ui pme nt Mo de l
0..n Materi al Segm en t Cap ab ility Has properties of 0..n Materi al Segm en t Cap ab ility Pro pe rty 0..n Correspond s to element in (see Figure 1) 1..1 Mate ria l Mod el
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ANSI/ISA95.00.022001
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4.4.1
Table 9 defines the attributes for process segment capability objects. Process segment capability has an equivalent structure to the personnel, equipment and material structure of production capability, except the process segment capability is defined for a specific process segment.
End Time
2000-01-01 12:00
Process segment capabilities should be used carefully because of possible double counts of resources. For example, a resource may be shown as available in multiple process segments, but in actual fact may be available for use in only a single process segment.
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4.4.2
End Time
2000-01-01 12:00
48 Hours
Where persons are members of multiple personnel classes, then the personnel capability information defined by personnel class should be used carefully because of possible double counts, and personnel resources should be managed at the instance level. 4.4.3 Segment personnel capability property
Table 11 defines the attributes for segment personnel capability property objects.
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ANSI/ISA95.00.022001
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4.4.4
End Time
2000-01-01 12:00
1 Hours
Where equipment are members of multiple equipment classes, then the equipment capability information defined by equipment class should be used carefully because of possible double counts, and equipment resources should be managed at the instance level.
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4.4.5
Table 13 defines the attributes for segment equipment capability property attributes.
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ANSI/ISA95.00.022001
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4.4.6
End Time
2000-01-01 12:00
3000 Pieces
* Typically either a material class, material definition, material lot, or material sublot is specified.
Where materials are members of multiple material classes then the material capability information defined by material class should be used carefully because of possible double counts, and material resources should be managed at the instance level.
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4.4.7
Table 15 defines the attributes for segment material capability property objects.
4.5
Personnel model
Personnel Class
Person
0..n Maps to
Person Property
0..n
0..n
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4.5.1
Person
Description
4.5.2
Person property
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4.5.3
Personnel class
Description
4.5.4
Description
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4.5.5
Description
Identifies the test for Class 1 Widget assembly certification returns a True or False value for the Class 1 widget assembly certification property V23
Version
An identification of the version of the qualification test specification. In cases where there are multiple versions of a qualification test specification, then the version attribute shall contain the additional identification information to differentiate each version.
4.5.6
Results from Joes widget assembly qualification test for October 1999. 1999-10-25 13:30 Pass [not applicable] 2000-10-25 13:30
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4.6
Equipment model
May be up of 0..n Eq uipme nt Class 0..n Defined by 1..1 Equ ipmen t 1..1 Has properties of 0..n Eq uipme nt Class Pro perty Maps to Has values for
Is against 0..n
0..n
1..1 0..n Equ ipmen t Pr op erty 0..n May be gener ated for
Is tested by a
0..n
Description
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4.6.2
Equipment property
4.6.3
Equipment class
Description
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4.6.4
4.6.5
Table 26 defines the attributes for equipment capability test specification objects.
Description
Widget assembly jig throughput test returns the run rate for a specific machine 1.0
Version
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4.6.6
Table 27 defines the attributes for equipment capability test result objects.
Results from run rate test for JIG 237 for October 1999. 1999-10-25 13:30 48 Widgets/Hour 2000-10-25 13:30
4.6.7
Maintenance request
The initially defined priority of the maintenance request. An identification of the person, system, or equipment making the maintenance request. The status of maintenance request. For example: Submitted, Denied, Closed, In Work, In Review. An identification of the person, system, or equipment reviewing the maintenance request. Date and time of maintenance request submission. The date and time on which the maintenance request was published or generated.
HIGH ID# 236663 Submitted ID# 236664 2000-03-28 10:33 EST 2000-03-30 18:55 EST
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4.6.8
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4.6.9
Maintenance response
2000-03-31 18:30 EST Status Status of the work order as of the current update period. In process Suspended Completed Status Time Time and date stamp for the maintenance response 2000-03-30 18:30 EST 2000-03-30 18:30 EST 2000-03-30 18:30 EST Published Date The date and time on which the maintenance response was published or generated. 2000-03-30 18:55 EST 2000-03-30 18:55 EST 2000-03-30 18:55 EST Consumable List of resources consumed as part of the work Wet floor sign 2 rolls duct tape 18x32 air filters Responsible Person Person or function responsible for response Second Shift Maintenance Crew 999-12-3456 Bill
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4.7
Material model
Figure 6 is a copy of Figure 19 in Part 1. An additional association is shown between a QA Test Specification and a Material Class Property.
Ma te ria l Class
Ma ter ial Su bl ot
Has properties of 0..n Materi al Defi ni tio n Pr ope rty Is tested by a 0..n QA Tes t Spe ci fica tion Maps to
Has values for May be made up of sublots 0..n Ma te ria l L ot Prop erty Is associated with a 0..n Recor ds the execution of QA Tes t Resul t
0..n
May map to
0..n 0..n
Description
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4.7.2
4.7.3
Material definition
Description
4.7.4
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4.7.5
Material lot
Description Status
4.7.6
Examples
Average sheet thickness Density
Description
Value
5.002 34.5
mm kg/liter
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4.7.7
Material sublot
4.7.8
QA test specification
Description
Sheet thickness measurement test returns the average sheet thickness based on a sample plan and technique for a specific lot 1.0
Version
An identification of the version of the QA test specification. In cases where there are multiple versions of a QA test specification, then the version attribute shall contain the additional identification information to differentiate each version.
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4.7.9
QA test result
Example
THK101/01-10-2000
Results from thickness test for PlastiFab lot on 1999-10-25 1999-10-25 11:30 Pass [not applicable] 2000-10-25 13:30
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4.8
Figure 7 is a copy of Figure 20 in Part 1, with a clarification of the relationship to the personnel, equipment, and material models, and with an additional object to contain the process segment dependency.
Is defined as a collection of
0..n Materi al Segm en t S pe ci fica tio n Has properties of 0..n Materi al Segm en t S pe ci fica tio n Pro pe rty 0..n Correspond s to element in (see Figure 1) 1..1 Mate ria l Mod el
Has properties of 0..n Pe rson ne l S egmen t Sp ecification Prop erty 0..n Corresponds to element in (see Figure 1) 1..1 P erson nel Mo del
Eq ui pme nt Segm en t Sp ecificatio n Pro pe rty 0..n Corresponds to element in ( see Figure 1) 1..1 Eq ui pme nt Mo de l
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4.8.1
Process segment
Description
Element Type
Duration
4.8.2
Description
Specifies the personnel resource required for the parent process segment, if applicable. The unit of measure of the associated quantity, if applicable.
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4.8.3
Table 42 defines the attributes for personnel segment specification property objects.
4.8.4
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4.8.5
Table 44 defines the attributes for equipment segment specification property objects.
Example
Milling Direction Only vertical milling machines are suitable for widget milling. Vertical [not applicable] 1.0 Machine hours / piece
4.8.6
Quantity
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4.8.7
Table 46 defines the attributes for material segment specification property objects.
4.8.8
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4.8.9
Table 48 defines the attributes for process segment dependency objects. The process segment dependencies can be used to describe process dependencies that are independent of any particular product. For example, it may define that an inspection segment must follow an assembly segment.
Dependency Type
25 Minutes
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4.9
Figure 8 below is a copy of Figure 21 in Part 1, with a clarification of the relationship to process segments, the personnel, equipment, and material models, and an object to contain the product segment dependencies. The Product Production Rule also is depicted as an object, instead of a package, as in Part 1.
Has a reference to Has a reference to Bil l of Reso urces (E xter nal ) Has associated May be made up of has an execution dependency on 0..n 0..n 1..1 Pr odu ct Se gme nt Dep end en cy 0..n P rod uct Pa rame ter Is defined as a collection of Produ ct Pro du ction R ule Has associated 0..n 1..n Prod uct S egme nt Has associated
ds on sp e rr Co o t 0..n 1..n
Bi ll of Mate rial (Exte rnal) Has associated 0..n Process Se gme nt 0..n Ma nu facturin g Bil l
1..n
0..n Pe rson ne l Spe cifi ca tion P rop erty 0..n Corresponds to element in (see Figure 1) 1..1 Pe rson ne l Model
0..n Equipmen t Sp ecificatio n Prop erty 0..n Corresponds to element in (see Figure 1) 1..1 Equipmen t Mo de l
0..n Mate ria l Sp ecification Pro pe rty 0..n Corresponds to element in (see Figure 1) 1..1 Mate ria l Mo de l
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4.9.1
Version
1.0
Description
Information defining resources required for production of a single Export Quality Widget. 1999-11-12 13:55 Minutes
4.9.2
Manufacturing bill
Material Class
Identifies the associated material class or set of material classes required for production. Only the material class or the material property is usually defined. Identifies the associated material definition or set of material definitions required for production. Specifies the amount of resources required for production. The unit of measure of the associated quantity, if applicable.
{Sheet stock 1443a , Rivet-10002} {1.0, 26} {Sheets / piece, Number / piece}
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4.9.3
Product segment
4.9.4
Product parameter
4.9.5
Personnel specification
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4.9.6
4.9.7
Equipment specification
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4.9.8
4.9.9
Material specification
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4.9.10
4.9.11 Product segment dependency Table 59 defines the attributes for product segment dependency objects. The product segment dependencies can be used to describe dependencies that are product specific. For example, a wheel assembly and a frame assembly that can run in parallel.
Dependency Type
25 Minutes
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4.10 Production schedule model Figure 9 is a copy of Figure 22 in Part 1, with a clarification of the relationship to product segments, process segments, the personnel, equipment, and material models.
Prod ucti on Sche dule Is made up of 1..n P rod uct Pr odu ction Ru le May Correspond to a Prod ucti on Re ques t
Is made up of 1..n Pro du ct Se gm ent or Pro cess Se gm en t Corresponds to a Segm ent Req ui rement 0..n Req ues ted Se gm en t Res pons e
May contain
Is asso ciated to either 1..n Per so nnel Re quirem en t Pro pe rty Prod uct Pa rame te r 0..n Cor responds to element in (see Figur e 1) 1..1 P rocess Par am eter Per so nnel Mo de l 1..n Eq uipmen t Req uiremen t Prop erty 1..n Materi al Pro du ced Req ui rement Prope rty 0..n 1..n Mate ria l Co nsumed R equir em ent Pro pe rty 0..n Corresponds to element in (see Figure 1) 1..n Co ns uma ble E xp ecte d Pro pe rty
Materi al Mod el
1..1
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4.10.1
Production schedule
Description Start Time End Time Published Date Location Element Type
Widget manufacturing schedule. 10-28-1999 10-30-1999 12-30-1951 18:30 UTC East Wing Manufacturing Line #2 Production line
4.10.2
Production request
Production Request for export quality widgets for October 29, 1999. Export Quality Widget
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4.10.3
Segment requirement
Segment
Description
There are multiple segments defined in the example. There is one master segment of production that applies to the entire production request. The master segment is made up of multiple nested segments for individually specified and reported segments of production. For example, information that applies across all segments of the production request, such as a customer name, may be represented as a production parameter in the master segment. Information that applies to specific segments of production, such as widget polishing equipment utilization, may be specified as part of the polishing segment.
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4.10.4
Production parameter
4.10.5
Personnel requirement
Description
Quantity
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4.10.6
4.10.7
Equipment requirement
Description Quantity
Units
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4.10.8
4.10.9
Units
* Typically a material class, material definition, material lot, or material sublot is specified.
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4.10.10
Table 69 defines the attributes for material produced requirement property objects.
4.10.11
355 ml Cans
* Typically a material class, material definition, material lot, or material sublot is specified.
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4.10.12 Material consumed requirement property Table 71 defines the attributes for material consumed requirement objects.
4.10.13
Consumable expected
Meters
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4.10.14 Consumable expected property Table 73 defines the attributes for consumable expected property objects.
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4.11 Production performance model Figure 10 is a copy of Figure 23 in Part 1, with a correspondence to a product production rule shown, a clarification of the relationship to the personnel, equipment, and material models.
Pr odu ction Pe rfo rman ce Is made up of 1..n Pro du ct Prod ucti on Rul e May Correspond to a Pr odu ction Res ponse
Is made up of 1..n Pro cess Segm ent Cor responds to a Se gm e nt Res ponse
May contain
1..n Pe rson ne l Actual P rop erty 0..n Corresponds to element in (see Figure 1) 1..1 Pe rson ne l Mod el
1..n Materi al Cons umed Actua l Prop erty 0..n Corresponds to element in (see Figure 1)
E qu ipme nt Mod el
Ma te ria l Mo de l
1..1
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4.11.1
Production performance
10-28-1999 10-30-1999 10-27-1999 13:42 EST East Wing Manufacturing Line #2 Production Line
4.11.2
Production response
Production Request
1001091
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4.11.3
Segment response
There are multiple segments defined in the example. There is one master segment of production that applies to the entire production response. The master segment is made up of multiple nested segments for individually reported segments of production. For example, information that applies across all segments of the production response, such as a final material produced, may be represented as a material produced in the master segment. Information that applies to specific segments of production, such as widget polishing equipment actually used, may be reported as part of the polishing segment.
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4.11.4
Production data
4.11.5
Personnel actual
Description
Quantity
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4.11.6
4.11.7
Equipment actual
Description Quantity
Specifics the actual machine used for this production request. .05
Machine Hours
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4.11.8
4.11.9
Units
* Typically a material class, material definition, material lot, or material sublot is specified.
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4.11.10 Material produced actual property Table 83 defines the attributes for material produced actual property objects.
Units
4.11.11
355 ml Cans
* Typically a material class, material definition, material lot, or material sublot is specified.
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4.11.12 Material consumed actual property Table 85 defines the attributes for material consumed actual property objects.
4.11.13 Consumables actual Table 86 defines the attributes for consumable actual objects.
Meters
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4.11.14 Consumables actual property Table 87 defines the attributes for consumables actual property objects.
5
5.1
The number of object models and objects supported, as defined in Part 1, clause 7 and in Part 2, clause 4, shall determine the degree of completeness of a specification or application. 5.2 Compliance
Any assessment of the degree of compliance of a specification shall be qualified by the following: a) The use of the terminology defined in Part 1, clause 7 b) The use of the attributes for each supported object c) A statement of the degree to which they then conform partially or totally to definitions and attribute names In the event of partial compliance, areas of noncompliance shall be explicitly identified. 5.3 Conformance
Any assessment of the degree of conformance of an application shall be qualified by the following: a) Documentation of the object models and objects, as listed in Table 88 through Table 96, conformed to b) Documentation of the attributes conformed to c) A statement of the mapping of the applications attributes and object names to the objects and attributes listed in Part 2 In the event of partial conformance, areas of nonconformance shall be explicitly identified.
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The following sections contain example data sets, based on the models in the Part 1 standard, and using the attributes defined in this Part 2 standard.
A.2
This is a simplified example of material information that may be used in the food processing industry. The example defines shared information about a material class (Pork), a material definition (Pork 80% Lean), a material lot, and a material sublot. In a full example there may be multiple material class and material definitions information sets that are shared, with lot and sublot dynamically shared. Indentation of objects is used to illustrate the relationship between the objects. Material Class ID Pork Description Properties ID - Lethal Heat Description - Temperature to kill bacteria Value 160 Units of Measure - Degrees F ID - Receiving Temperature Target Description Value 32 Units of Measure - Degrees F ID - Receiving Temperature Max Description Value 36 Units of Measure - Degrees F ID - Receiving Temperature Min Description Value 28 Units of Measure - Degrees F ID - Maximum Allowable Cut Time Description - Time since cut Value 3 Units of Measure - Days
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Material Definition ID - Pork 80 Description - Boneless pork cut up with a target lean percentage of 80 Value Unit of Measure Properties ID - Percentage Lean Description Value 80 Units of Measure - Percentage QA Test Specification ID - JackSpratTest1 Description - Test to determine percent of fat. Version - 1997-04-02 ID - Percentage Fat Description Value 20 Units of Measure - Percentage Material Lot ID 20000115091345 Description Status approved Properties ID - Delivery Temperature Description - Temperature at delivery Value - 37.5 Units of Measure - Degrees F QA Test Result ID - 2000-01-16-4930-TEMP Description - Internal temperature of pork Date - 2000-01-16 Result Failed Expiration - None ID - Cut Description - Cut Date Value - 2000-01-14 Units of Measure ID Expiration Description - Expiration Date Value - 2000-01-17 Units of Measure -
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ID Fat Description - Actual Percent Fat Value 20 Units of Measure - Percent QA Test Result ID - 2000-01-16-4930-SPRAT Description Date - 2000-01-16 Result Pass Expiration - None ID Lean Description - Actual Percent Lean Value 80 Units of Measure - Percent QA Test Result ID - 2000-01-16-4930-SPRAT Description Date - 2000-01-16 Result Pass Expiration - None Material SubLot ID - 20000115091345-1 Description Storage Location - Tote 392, Level 3, Rack 49 Value 200 Unit of Measure - Pounds ID - 20000115091345-2 Description Storage Location - Tote 852, Level 3, Rack 50 Value 300 Unit of Measure - Pounds
A.3
This is a simplified example of personnel information that might be used in the petrochemical processing industry. The example defines shared information about personnel classes and persons, including qualification test information. Personnel Class ID - Operator Level A Description - Top level operator certification for petrochemical plant ID - Operator Level B Description - Basic level operator certification for petrochemical plant
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ID - Operator Description - Operators for petrochemical plant Properties ID - MTBE Process Certification Description - Each completed level of certification test Value - TRUE, FALSE Units of Measure Qualification Test Specification ID - PC-MTBE-992828 Description - Test to determine level of MTBE certification. Version - 1997-04-02 ID - PO Refining Process Certification Description - Each completed level of certification test Value - TRUE, FALSE Units of Measure Qualification Test Specification ID - PC- PO-Refining 992828 Description - Test to determine level of PO Refining certification. Version - 1997-04-02 ID - Push-Up Certification Description - Operator is temporarily able to perform the higher up function Value - TRUE, FALSE Units of Measure Person ID - 999-63-8161 Description Name - John Doe Properties ID - MTBE Process Certification Description - Each completed level of certification test Value - TRUE, Units of Measure Qualification Test results ID - PC-MTBE-992828-2000-10-12 Description - Test to determine level of MTBE certification. Result Passed Expiration - 2000-12-15 ID - PO Refining Process Certification Description - Each completed level of certification test Value FALSE Units of Measure Copyright 2001 ISA. All rights reserved. This document may not be copied or provided to other persons in any form.
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ID - Push-Up Certification Description - Operator is temporarily able to perform the higher up function Value FALSE Units of Measure ID - Fire Team Qualified Description - Operator has been trained to aid in fire-fighting Value TRUE Units of Measure Personnel Classes ID - Operator ID - Operator Level B ID - Fire Team Qualified
A.4
This is a simplified example of equipment information that might be used in the electronic board assembly industry. Equipment Class ID - Board Fabrication Line Description Equipment class property ID - Board size Description - The maximum size of PC board supported on this line Value Unit of Measure - mm ID - Input queue size Description - The maximum number of boards allowed in the input queue Value Unit of Measure ID - Wave solder temperature variability Description - the variability in the solder temperature Value Unit of Measure - Degrees C Equipment Capability Test Specification ID - WS-1985-A23 Description - Test to determine solder temperature variation. Version - 1985-09-A
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Equipment ID - East Production Area Description - East building production line, Factory 52 ID - East line 1 Description - Pager board assembly line, East building, line 1 Equipment Property ID - Board size Value - 10 ID - Input queue size Value - 25 ID - Wave solder temperature variability Description - Normal plus or minus temperature variability Value - 3.5 Units of Measure - Degrees C Equipment Capability Test Result ID - WS-1985-A23 Description - Test to determine actual solder temperature variation. Result - 3.5 Expiration Date - 2000-06-15 ID - East line 2 Description - Pager board assembly line, East building, line 2 Equipment Property ID - Board size Value - 5 ID - Input queue size Value - 50 ID - Wave solder temperature tolerance Description - Normal plus or minus temperature variability Value - 1.5 Units of Measure - Degrees C Equipment Capability Test Result ID - WS-1985-A23 Description - Test to determine actual solder temperature variation. Result - 1.5 Expiration Date - 2000-05-01
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A.5
This is a simplified example of production capability information for a crude oil pipeline shipment system. This example illustrates the future committed definition of the capability of a crude oil pipeline segment, defined for a specific segment of time. Production Capability ID - Caspian Crude Oil Pipeline Location - Tengiz-Atyrau Pipeline Segment Element Type Area Start Time - August 1, 2001 End Time - August 31, 2001 Material Capability Description - Segment Throughput Material Class - Crude Oil - Type A Capability Type Committed Start Time - August 1, 2001 6:00 End Time - August 2, 2001 6:00 Material capability property Property Name Viscosity Value 104 Unit of Measure - cp (centipoise) Material capability property Property Name - Entry Temperature Value 30 Unit of Measure - Deg C Material capability property Property Name - Ground Temperature Value 18 Unit of Measure - Deg C
A.6
This is a simplified example of production performance information for a crude oil pipeline shipment system. This example illustrates an example of a day of production for crude oil pipeline segment. Production Performance ID - Caspian Crude Oil Pipeline Start Time - August 1, 2001 End Time - August 2, 2001 Published Date - August 2, 2001 Location - Tengiz-Atyrau Pipeline Segment Type - Area
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Production Response ID - Daily Production Start Time - August 1,2001 - 6:00 End Time - August 2,2001 - 6:00 Segment Response ID - Daily Production Production Data Name - Total Pipeline Throughput Value - 126,000 Unit of Measure - Metric Tons / Day Material Produced Actual Description- Crude Shipped, Shipper A Material Lot - SampleNumber 28883992021 Quantity - 63,000 Unit of Measure - Metric Tons / Day Material produced actual property Property Name - Average Viscosity Value 103 Unit of Measure - cp (centipoise) Material produced actual property Property Name - Entry Temperature Value - 32.3 Unit of Measure - Deg C
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This section contains notes about the expected use of the object models, basically recorded as notes between committee members.
B.2
Inflow materials
Question: In many continuous production facilities the material inflow into the process is an important element of shared information. Does the product segment define the material inflow into production, or can it be defined in the product production rule? Answer: There are no attributes in the Product Segment - Material Specification, or the Process Segment - Material Segment Specification that define if the material is produced or consumed. To be consistent with the rest of the models we should be able to specify the inflow (consumed) material in either the Process Segment (e.g. running a distillation segment consumes a material), or in the Product Segment (producing a material also consumes a material). This information is needed for scheduling, so it should be included in the exchanged information. The information should probably be recorded as a property of either the Product Segment - Material Specification or of the Process Segment - Material Segment Specification, depending on the industry needs.
B.3
Question: In many continuous and batch industries a single process segment may produce multiple products. What describes the whole picture that multiple product segments are associated with a certain process segment? For example, in a system where materials A, B and C are used to produce products X and Y at a certain equipment in a single batch, where Y could be a by-product: There may be only one Process Segment. There may be two Product Segments, for X and Y. The Product Production Rule describes that X is made from A, B and C, and Y is made from A, B and C. Then, what describes that the X and Y are brother products? Is it a parent Product segment, which contains Product Segment X and Y?
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Answer: Part 2 does not model the object relationships in Part 1, so this is a matter of implementation. The most common approach to this problem seems to be to define a Process Segment for the process of consuming (A,B,C) and generating (X,Y). The Process Segment - Material Segment Specifications would contain the appropriate ratios (assuming they are constant), such as [50% A, 30% B, 20% C] to produce [75% X, 25% Y]. There would be Product Segments for X and Y, but they would not maintain the inflow (consumed) information in the Product Segments. Since the exact relationship between the amounts of material may also be equipment specific, the most common approach would be to create multiple Process Segments that define the consumed and produced materials in the ratios appropriate for each set of unique equipment. In petrochemical refining and chemical production it is even more complicated, since the ratio of produced material can vary based on production parameters (such as temperatures of trays in distillation columns) and on the specific properties of the consumed materials (such as the sulfur content of the oil). In those cases, if the information needed to be exchanged on a regular basis, the most common approach would be to extend the Process Segment - Material Segment Specifications to include the mathematical relationships, such as an equation, tables, or LP, or a reference to an LP, equation, or table.
B.4
Question: What is the difference between process segments and product segments? Answer: A process segment defines a production activity and what resources are needed to execute the activity, at the level of detail required for planning or costing. For example, making a bicycle frame requires an assembly jig, a bending machine, and an assembler for 30 minutes. The same resources may be associated with more than one process segment. A product segment defines what resources are needed to make a product, at the level of detail required for planning or costing. For example, what is needed to make a 27-inch bicycle; 2 27-inch wheels, 1 27-inch frame, 1 seat, 15 screws, 1 hour of a tall test cyclist... A product is defined by one or more product segments. Any specific implementation may require more than one product segment, more than one process segment, or a combination of both to fully describe a planning or costing view of production. The concept of process segment is a planning view of production defining the resources needed for production. In the continuous industries, this usually corresponds to scheduled/planned operations within production units. For example, a process segment in an oil refinery would be the material flowing through a catalytic cracker. The segment of production would be the use of the catalytic cracker. The scheduled element would be either the flow rate through the cracker, or the total amount of material through the cracker during a period of time. In addition, when multiple products are produced from the same process, then process segments are generally considered a better description of production. For example, a distillation process segment (associated with a distillation column) could process many product segments (one per outflow).
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The product segment is a planning view of production where the product definition is more descriptive than the process definition. For example, there may be many products made using a semiconductor chip insertion process, but the product definition is the key determination of the product produced, not the process itself. Product segments are generally considered a sufficient description when the processes are relatively generic and do not themselves define products. Product segments are important in flexiblediscrete and batch manufacturing, where the ability to define specific characteristics for each product is possible.
Description Category of Information Definition Dependence Process Segment Production Information Equipment planning view of production Usually independent of product Product Segment Product Definition/Description Product planning view of production Usually dependent on product
B.5
Question: Is a Production Request - Segment Request - Production Parameter a reference to a parameter of the associated Product Segment or the Process Segment? Answer: Either, and this ambiguity was done on purpose, because the ISA-SP95 committee had examples for both cases. For example, a Production Parameter may be a paint color to be used, this could be defined as being in either the Product Segment (if each product can be painted a different color in the same production step) or in the Process Segment (if all products going through the production step must be painted the same color).
B.6
How class name and property names are used to identify elements
Question: The object models all follow the same pattern of class name, with an optional property name. How is that used to identify elements? Answer: While properties can be used to contain information about resources, they can also be used to identify subsets of resources. Resources can sometimes be defined using a class name, such as Operators, or as class names plus some differencing property, such as Operators with ranking of Master, Standard or Junior. In the models where a quantity is needed, the models all follow the same pattern. There is always a reference to a class (such as Personnel Capability) that may have an optional quantity. For example, it may define 10 man-hours of operator time available for a shift. If the element described is a subset of the class, such as only Master operators, then a property object is used to contain the discriminating information, and the quantity information. For example, a Personnel Property Capability would define 4 man-hours of Master operator time available for a shift. This model allows significant flexibility by allowing a single class definition (e.g., Operators), without a quantity definition, and multiple property definitions (e.g., Master, Standard, and Junior operators) each with their own property definition. The left part of Figure B-1 illustrates how a Personnel Capability would describe a capability of 8 operators. The right part illustrates how the capability of different ranking of Copyright 2001 ISA. All rights reserved. This document may not be copied or provided to other persons in any form.
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operators would be defined. The Personnel Capability Property ranking is used to differentiate the capability of different types of operators.
Operator
Operator
Equipment Capability Personnel Segment Capability Material Segment Capability Equipment Segment Specification Personnel Specification Material Specification Equipment Requirement Material Consumed Requirement Personnel Actual Material Produced Actual Consumable Actual
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B.7
Question: What does the statement about over-counts in capabilities mean? Answer: The statements, such as: Where persons are members of multiple personnel classes, then the personnel capability information defined by personnel class should be used carefully because of possible double counts, and personnel resources should be managed at the instance level, are given because when a property is used to define overlapping subsets of a capability, then the same capability may be double scheduled unless this situation is recognized. Figure B-2 shows an example where a property of ReactorType defines how many reactors are available. The total amount of capability is 5, but the sum of all reactors subsets is 6, because 1 reactor can be qualified as a heating and a mixing type. In this situation the mixing and heating resources should be scheduled at the instance level in order not to overuse the available resources.
Heating Reactor
Mixing Reactor
HR101
HR102
HMR101
MR101
MR102
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B.8
Question: How are routing information and processing capabilities represented in the models? Answer: Routing information can be represented in product segment dependencies, in process segment dependencies, or in both. In some industries the routing is product specific, such as the route shown in Figure B-3. The left side of the figure illustrates the assembly of a specific electronic product, with multiple assembly operations (at G and H). The routing, for a single product (or class of products), is represented by the product segment dependencies illustrated in the center of Figure B-3. The capability of the system, for a specific product, can be represented in a set of product segment dependencies, as illustrated on the right side of Figure B-3. In this example there could be multiple product routings defined, one for each class of products. A scheduling system would use the product demand, product routing, and process segment capabilities to generate production schedules.
A C E
B D F
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Process Segment
Process Segment A produces material produces material produces material produces material Process Segment B consumes material A1 consumes material A2 produces material B1 Process Segment C consumes material A3 consumes material E1 produces material C1 produces material C2 Process Segment D consumes material A4 consumes material E2 produces material D1 Process Segment E produces material E1 produces material E2 Process Segment F consumes material C2 consumes material D1 produces material F1
A
A4
A2 A3
B C D
B1
C1 C2 D1
E1
E2
F1
Figure B-4 Routing with co-products and material dependencies B.9 Product and process capability dependencies
Question: How is the information represented for complex scheduling problems, such as where there is a complex relationship between equipment and products? An example of this is a paint plant, where particular products can only be manufactured on specific equipment and yield varies based on product and equipment. Answer: There can be a mapping of equipment to process segments. The example shown in Figure B-5 defines sets of equipment A, B, C, and D that correspond to process segments. There might be multiple elements of equipment (process cells, production lines, production units) associated with each process segment, or it could correspond to a single piece of equipment.
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In this example there can be specific rules for each product, or rules for classes of products. The product segments for each product would define which process segments are valid. The capability of each process segment and product combination can be represented in process segment capability objects. This information can then be used to fill in the information needed by a scheduling system, such as in a cost/throughput matrix illustrated in the lower right of Figure B-5. The costing information, and demand information required to determine the optimal throughput, do not cross the boundary addressed by this standard, but the capacity information does.
Process Segments
Product Segments
Product Class X can be manufactured by segment A,B,C, or D Product Class Y can only be manufactured by segment B Product Class Z can only be manufactured by Segment B or C Product Class W can only be manufactured by Segment D
A B C D
A
Process Segment Capabilities
500 450 325 600 467 330 521 489 Kg of Product Class X on Process Segment A Kg of Product Class X on Process Segment B Kg of Product Class X on Process Segment C Kg of Product Class X on Process Segment D Kg of Product Class Y on Process Segment B Kg of Product Class Z on Process Segment B Kg of Product Class Z on Process Segment C Kg of Product Class W on Process Segment D
B
$XB 450 $Y B 0 467 $ZB 0 330 $WB 0
C
$XC 325 $YC 0 $ZC 521 $WC 0
D
$XD 600 $Y D 0 $ZD 0 $WD 489
X Y Z W
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Time
Time
A
T
A B
T
B may run in parallel to A Start B at A start Start B after A start Start B no later than T time after A start Start B no earlier than T time after A start
B may not run in parallel to A Start B at A end Start B after A end Start B no later then T time after A end Start B no earlier than T time after A end
Figure B-6 Time-based dependencies B.11 Representation of material produced and consumed
Question: Why are there two different models for representing the material produced and material consumed, as attributes in some objects (production capability model and product definition model), and as separate objects in the production schedule and production performance models? Answer: In the production schedule and production performance model, typical implementations had defined these as separate objects, and this information was of major importance. In the other models the material information usually refers to material consumed, and only rarely seems to be used to represent produced material. The attribute model was used in these cases so that the object models would be less complex.
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Answer: A material transfer can be handled using the production schedule and production performance models. There are multiple methods; one is to have a process segment defined for a TRANSFER. The material to be transferred could be identified in the material consumed requirement object. The actual amount of material transferred could be identified in a material produced actual object. In some processes the two amounts may differ due to losses during transfer. The material locations for the movements could be identified in the material consumed sublot and material produced sublot information. If the movement of material is initiated from the manufacturing operations level but must be known by the logistics level, then a production response could be generated that defined a TRANSFER segment. There is no requirement in this standard that there must be a production request for a production response, but corresponding business processes must support the exchange of information.
B.14 Why the maintenance and QA models are different from the production model
Question: Why is the maintenance model (maintenance request, maintenance response) different from the production model (production schedule and production information)? Cant maintenance be handled using the production model? Cant quality assurance test scheduling also be handled by the production model? Answer: Part 1 and 2 assume that maintenance scheduling and performance is normally performed as part of manufacturing operations. However, maintenance scheduling may be performed in level 4. In this case it is assumed that only maintenance requests and maintenance responses cross the level 3-4 boundary. To cover this case only maintenance requests and maintenance responses are defined in Part 1 and 2. Beyond the scope of Part 1 and Part 2, a maintenance schedule object may be created that parallels the structure of the production schedule object and consists of a collection of maintenance requests as shown in Figure B-7. Likewise a maintenance performance object may be created that parallels the structure of the production performance object. Alternatively, segment requests can be used to schedule maintenance activities in a production schedule and segment responses can be used to represent maintenance responses in a production performance. A similar model could be used for quality assurance test schedules and performances.
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Maintenance Schedule
Maintenance Performance
1..n Maintenance Request 0..n 0..1 Maintenance Work Order 0..n 1..1
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Additionally, the information model does not assume a one-to-one relationship between external systems and manufacturing control systems. There may be one-to-many, many-to-one, or many-to-many relationships. Examples of the many-to-many exchanges include multiple maintenance systems or quality systems. Figure C-2 illustrates examples of manufacturing control system connections.
Scheduling System
Costing System
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