P01-03 Plant Hierarchy V8.1 S0915 en

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SCE Training Curriculum

Siemens Automation Cooperates with Education (SCE) | 09/2015

PA Module P01-03
SIMATIC PCS 7 – Plant Hierarchy

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Matching SCE Trainer Packages for these curriculum


• SIMATIC PCS 7 Software block of 3 packages
Order No. 6ES7650-0XX18-0YS5
• SIMATIC PCS 7 Software block of 6 packages
Order No. 6ES7650-0XX18-2YS5
• SIMATIC PCS 7 Software Upgrade block of 3 packages
Order No. 6ES7650-0XX18-0YE5 (V8.0  V8.1) or 6ES7650-0XX08-0YE5 (V7.1  V8.0)
• SIMATIC PCS 7 Hardware Set including RTX Box
Order No. 6ES7654-0UE13-0XS0

Please note that these trainer packages may be replaced with subsequent packages.
An overview of the available SCE packages is provided at: siemens.com/sce/tp

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Additional information relating to SIMATIC PCS 7 and SIMIT


In particular, Getting Started, videos, tutorials, manuals and programming guide.
siemens.com/sce/pcs7

Additional information relating to SCE


siemens.com/sce

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The training curriculum for the integrated automation solution Totally Integrated Automation (TIA)
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We would like to thank the Technical University Dresden, particularly Prof. Dr. Leon Urbas and
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PLANT HIERARCHY

TRAINING OBJECTIVE
The students learn to structure an automation project according to technical aspects. A project
structure, called Plant Hierarchy (PH), is implemented by setting up hierarchy folders. In
the folders of this plant hierarchy, CFCs and SFCs are then stored for the automation
systems, displays and reports for the operator stations as well as supplementary documents
(such as unit descriptions, process tag sheets, planning documents from other applications
such as Word, Excel, etc.). A well-planned plant hierarchy facilitates locating objects and is the
prerequisite for the reuse of generic solutions as well as automatic generation mechanisms.

THEORY IN BRIEF
A1_multipurpose
plant

T1_ T2_ T3_


T4_
educt reaction product
rinsing
tanks tanks

Educt Educt Educt Reactor Reactor Product Product Rinsing


tank tank tank tank tank tank
B001 B002 B003 R001 R002 B001 B002 B001

Figure 1: From plant model to plant hierarchy

The plant hierarchy essentially has three functions:


– It maps a hierarchical name scheme that can be used to break down a complex system
into partial tasks that can be solved with acceptable effort.
– It is used for the structured storage of documents and objects in this hierarchical name
scheme.
– It allows for the automatic generation of the picture hierarchy for operator control and
monitoring.

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THEORY
STRUCTURING ACCORDING TO DIN EN 81346-1
To specify, plan, create, maintain or operate a system effectively, the system as well as the
information about it is usually broken down into units. Each of these units can be subdivided
further. This successive subdivision into units and the organization of these units is called
Structuring.
Two general rules apply in this case:
Rule 1: A technical system has to be structured based on 'is part of’ relationships, applying
the concept of Aspects of objects.
Aspects act as filters for an object that is used to emphasize relevant information. Standard
aspects focus on the following:
– Function aspect: What is the object’s task, or what is it actually doing?
– Product aspect: What are the means the object uses to perform its task?
– Location aspect: Planned or actual location of the object
Figure 2 shows that the 'object for filling' 'is part of' the object for manufacturing Product 1’
under the function aspect.
Rule 2: Structuring is carried out either from top to bottom (top down) or from bottom to top
(bottom up).
For the top down method, we usually:
1. Select an object
2. Select the suitable aspect
3. Determine the sub-objects in the selected aspect if there are any:
Steps 1 to 3 can be repeated iteratively for the defined sub-objects as often as required.

For the bottom up method, we usually:


1. Select the aspect we want to work with
2. Select the objects that are to be considered together
3. Introduce a higher level object for which the selected objects are parts in the selected
aspect.

As for the top down method, steps 1 to 3 can also be repeated iteratively here as often as
necessary for each added higher level object. If an aspect is retained in the entire structure,
the structure is called aspect-related according to the standard, which means function-
oriented, product-oriented or location-oriented. A process engineering system is structured
under the function aspect (function view). A function-oriented structure is based on the
purpose of a system. The purpose of a technical system is to perform a technical process
whereby input variables (energy, Information, material) are processed into output variables
(energy, information, material) taking into account specific parameters. Figure 2 shows an
example.

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Educt 1

Educt 2 Object for producing of product 1 Product 1

Educt 3

Object for
Educt 1
charging

Object for Object for heating


Educt 2 Object for filling Product 1
charging and mixing

Object for
Educt 3
charging

Figure 2: Function of the reactor and its sub-functions

Structuring on this basis provides a system that can be used during all phases of the life cycle:
planning the plant, automating the plant, operating the plant.

STRUCTURE OF THE PLANT HIERARCHY


The plant hierarchy can be taken directly from the plant structuring that was carried out when
the plant was planned. It has to be taken into account, however, that this structure is mapped
1:1 when deriving the picture hierarchy from the plant hierarchy.
While planning a process plant, the planning engineer creates a reference identification
system that allows for the unique identification of an object in an observed plant. This
reference identification system is based on structuring according to an aspect (for process
plants, according to the function aspect).
In PCS 7, the reference identification system is called Higher Level Designation System
(HID). The structure of the plant is implemented PCS 7 with a folder structure. By nesting the
hierarchy folders, complex plants can also be mapped. By setting the number of levels, the
depth of the structure can be specified project-wide. The maximum structural depth is limited
to 8 levels.

DERIVING THE PICTURE HIERARCHY AND OS AREAS FROM THE PH


The OS picture hierarchy for the plant operator on the operator station can be derived
completely from the configured data of the plant hierarchy. This takes place automatically
during a generation run which generates an operating screen for each level. In this screen,
associated operator symbols are set up for all automation blocks, if available, that are used in
the charts of this level. In addition, the corresponding group alarms and navigation hierarchies
are set up. It is possible to connect individual areas of the plant structure in the plant hierarchy
to OS areas. In the case of large plants, plant operators can thus be assigned only certain
plant areas. In the process mode, plant operators only see and operate those areas for which
they have the corresponding user permissions. Plus only those messages that are relevant to
this area are displayed. As a rule, a unit corresponds to an OS area in the plant hierarchy.

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In the general settings of the plant hierarchy we specify the hierarchy level that is to be the OS
area level for the plant hierarchy. For each hierarchy folder of this level, an area identifier is
defined. The standard setting for the area identifier corresponds to the name of the hierarchy
folder in the plant hierarchy. As soon as a hierarchy folder is provided with an area identifier,
all lower level hierarchy folders and objects also receive the area identifier. The representation
of the hierarchy levels always starts with the hierarchy level that is defined as OS area.

AS-OS ASSIGNMENT
For each hierarchy folder, an operator station has to be assigned to an automation system in
the plant view. This AS-OS assignment has the following consequences for the Component
view:
– All CFCs and SFCs that are inserted in the plant view are stored in the chart folder of the
assigned automation system.
– All displays and reports that are inserted in the plant view are stored in the folder of the
assigned operator station.

TYPE DEFINITION ACCORDING TO ISA-S88.01


If, when structuring the plant, the physical model according to DIN
Enterprise EN 61512-1 is used (refer to Figure 3) which is largely identical to
the U.S. standard ISA-S88.01-1995, PCS 7 enables the setup of a
may contain type-defined hierarchy.
Only the four lower levels of the model (process cell, unit, equipment
Site
module and control module) are specified in greater detail. They
refer to certain types of facilities. Such a type is a group of process
may contain
and control facilities that were combined for a certain purpose.
Area If the type-defined hierarchy is to be used in PCS 7 according to the
standard ISA-S88.01, the uppermost folder of the plant hierarchy has
may contain to represent the process cell level.

Process cell Below the process cell level, the hierarchy folders can then be type-
defined as unit, and below that as an equipment module.
must contain
Folders or levels that are not type-defined are designated as neutral
and can be used for further structuring, or represent the level of the
Unit
control modules.
may contain Type definition is the basis for working with the PCS 7 BATCH
module. It should be noted that only one process cell can be defined
Equipment
module
for each project.
may contain

may contain

Control
module
may contain
Figure 3: Physical model according to DIN EN 61512

LITERATURE
[1] Online Help PH Siemens
[2] DIN EN 81346-1 (Ed. 2010-05): Industrial systems, installations and equipment and
industrial products - Structuring principles and reference designations.
[3] DIN EN 61512-1 (Ed. 2000-01): Batch control

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STEP BY STEP INSTRUCTIONS


TASK
In this chapter, a folder hierarchy will be created and documented in the plant view (plant
hierarchy) corresponding to the Multi-Purpose Plant project and the associated nomenclature.

TRAINING OBJECTIVE
In this chapter, the student will learn the following:
– Plant view of the PCS 7 project
– Basic settings for the plant hierarchy
– Creating and renaming folders in the plant hierarchy
These instructions are based on the project 'PCS7_SCE_0102_Ueb_R1304.zip‘.

PROGRAMMING
1. To set up the plant hierarchy in a PCS 7 project, we have to switch to the Plant view.
( View  Plant View)

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2. For the automatic compilation runs for the OS (operator system) to be executed correctly
later, a few basic settings have to be made for the plant hierarchy.
( Plant Hierarchy  Settings)

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3. The following settings are made and accepted with OK


( OK)
– The number of hierarchy levels is set to 3, matching the project hierarchy.
The hierarchy then maps our plant as follows:
– Process cell (Level 1)
– Unit (Level 2)
– Containers/Equipment modules (Level 3)
– 24 as the maximum number of characters in each level will be relevant to the automatic
generation of variable names for the OS.
– In our project, levels 1 and 2 generate plant identifiers.
– The names have a separator ‚/’ between the names of levels 1 and 2.
– The OS area specifies the level from which the process images are integrated in the
picture hierarchy.
– For the picture hierarchy to be generated automatically, it is important to set the
checkmark at 'Derive picture hierarchy from the plant hierarchy‘.

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4. Accept the changed properties also for the hierarchy folders that have already been set
up.
( Yes)

5. The object properties are now set for each hierarchy folder. Here, for example, for the folder
of the first level.
( Process cell(1)  Object Properties)

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6. In the subheading ’General‘, the name, the author and above all a pertinent comment are
entered.
( General)

7. The subheading 'Control and Monitoring Attributes' indicates whether the name is part of the
plant designation. The system enters the name automatically based on the settings for the
plant hierarchy.
( Control and Monitoring Attributes)

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8. In the subheading 'AS-OS Assignment' a hierarchy folder is assigned to an automation


system (AS) and to an operator system (OS). In our project, two ASs (AS1 = CPU 414-3 DP
and AS2 = AS RTX Box) and one OS are available for selection. The system enters the
latter automatically. We select AS1 as the AS. All properties are accepted with OK.
( AS-OS Assignment  AS1  OK)

!
Note: The subheading 'S88 Type Definition' is not relevant at this point. It will be needed when
batch processes are implemented.

Now make the corresponding changes for all three hierarchy folders:
Name Folder old Name Folder new Comment
Process cell(1) A1_Multi-purpose Multi-purpose plant for training of process
plant control engineering with PCS 7
Unit(1) T1_Educt storage Educt storage unit
Function(1) Educt tank B001 Educt container with Educt 1

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9. The folder hierarchy now looks like this. By moving the mouse over a folder, the comment is
displayed.
( educt_tank B001)

10. We need more folders for our project. To this end, right-click on the hierarchy under which
you want to create a new folder. Then select 'Insert New Object' and 'Hierarchy Folder'.
( A1_multipurpose_plant  Insert New Object  Hierarchy Folder)

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11. The name of this folder and the comment are also entered.
( T2_reaction  unit reaction)

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EXERCISES
In the exercises, we apply what we learned from the theory and from the step by step
instructions. The existing multi-project from the step by step instructions
(PCS7_SCE_0103_R1304.zip) will be used and expanded.

TASKS
1. Implement the entire plant hierarchy of the multi-purpose plant according to the diagram below.

A1_multipurpose plant

T1_Educt tanks T2_Reaction T3_Product tanks T4_Rinsing

Educt tank B001 Reactor B001 Educt tank B001 Rinsing tank B001

Educt tank B002 Reactor B002 Educt tank B002

Educt tank B003

2. Add pertinent comments to the individual levels of the plant hierarchy.

!
Note: If you prefer to use AS2 as the automation system instead of AS1, you can make that
change in the uppermost folder of the hierarchy, and accept it for all subfolders.

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