BS-EN-62264-3-2007.pdf
BRITISH STANDARD BS EN 62264-3:2007 Enterprise-control system integration Part 3: Activity models of manufacturing operations management The European Standard EN 62264-3:2007 has the status of a British Standard ICS 25.040.01; 35.240.50 ? Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI BS EN 62264-3:2007 This British Standard was published under the authority of the Standards Policy and Strategy Committee on 30 November 2007 © BSI 2007 ISBN 978 0 580 56942 5 National foreword This British Standard is the UK implementation of EN 62264-3:2007. It is identical to IEC 62264-3:2007. The UK participation in its preparation was entrusted to Technical Committee AMT/7, Industrial communications: process measurement and control, including fieldbus. A list of organizations represented on this committee can be obtained on request to its secretary. This publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct application. Compliance with a British Standard cannot confer immunity from legal obligations. Amendments issued since publication Amd. No. DateComments Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI EUROPEAN STANDARD EN 62264-3 NORME EUROPÉENNE EUROPÄISCHE NORM July 2007 CENELEC European Committee for Electrotechnical Standardization Comité Européen de Normalisation Electrotechnique Europäisches Komitee für Elektrotechnische Normung Central Secretariat: rue de Stassart 35, B - 1050 Brussels © 2007 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members. Ref. No. EN 62264-3:2007 E ICS 25.040.01; 35.240.50 English version Enterprise-control system integration - Part 3: Activity models of manufacturing operations management (IEC 62264-3:2007) Intégration du système de commande d'entreprise - Partie 3: Modèles d'activités pour la gestion des opérations de fabrication (CEI 62264-3:2007) Integration von Unternehmens-EDV und Leitsystemen - Teil 3: Aktivitätsmodelle für das operative Produktionsmanagement (IEC 62264-3:2007) This European Standard was approved by CENELEC on 2007-07-01. CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the Central Secretariat or to any CENELEC member. This European Standard exists in three official versions (English, French, German). A version in any other language made by translation under the responsibility of a CENELEC member into its own language and notified to the Central Secretariat has the same status as the official versions. CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Cyprus, the Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and the United Kingdom. Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI Foreword The text of document 65A/476/CDV, future edition 1 of IEC 62264-3 prepared by SC 65A, System aspects, of IEC TC 65, Industrial-process measurement and control, and SC 5, JWG 15, of ISO TC 184, Enterprise-control system integration, was submitted to the IEC-CENELEC parallel Unique Acceptance Procedure and was approved by CENELEC as EN 62264-3 on 2007-07-01. The following dates were fixed: latest date by which the EN has to be implemented at national level by publication of an identical national standard or by endorsement (dop) 2008-04-01 latest date by which the national standards conflicting with the EN have to be withdrawn (dow) 2010-07-01 Annex ZA has been added by CENELEC. _ Endorsement notice The text of the International Standard IEC 62264-3:2007 was approved by CENELEC as a European Standard without any modification. _ EN 62264-3:2007 2 Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI CONTENTS INTRODUCTION.7 1 Scope.8 2 Normative references .8 3 Terms, definitions and abbreviations 8 3.1 Terms and definitions8 3.2 Abbreviations 10 4 Structuring models .11 4.1 Manufacturing operations management .11 4.2 Functional hierarchy12 4.3 Manufacturing operations management elements 14 4.4 Criterion for defining activities below Level 4.14 4.5 Categories of production information .14 4.6 Manufacturing operations information15 5 Structuring models .16 5.1 Generic template for categories of manufacturing operations management .16 5.2 Interaction among generic activity models .17 5.3 Expanded equipment hierarchy model.19 5.4 Expanded decision hierarchy model 21 5.5 Hierarchy of planning and scheduling24 5.6 Resource definition for scheduling activities 25 6 Production operations management26 6.1 General activities in production operations management .26 6.2 Production operations management activity model 26 6.3 Information exchange in production operations management.27 6.4 Product definition management .28 6.5 Production resource management .30 6.6 Detailed production scheduling33 6.7 Production dispatching 36 6.8 Production execution management40 6.9 Production data collection .41 6.10 Production tracking .42 6.11 Production performance analysis.44 7 Maintenance operations management 49 7.1 General activities in maintenance operations management49 7.2 Maintenance operations management activity model .49 7.3 Information exchanged in maintenance operations management .50 7.4 Maintenance definition management .52 7.5 Maintenance resource management 53 7.6 Detailed maintenance scheduling 53 7.7 Maintenance dispatching.54 7.8 Maintenance execution management.54 EN 62264-3:2007 3 Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI 7.9 Maintenance data collection 54 7.10 Maintenance tracking 54 7.11 Maintenance analysis55 8 Quality operations management .56 8.1 General activities in quality operations management .56 8.2 Quality test operations activity model 58 8.3 Information exchanged in quality test operations management 59 8.4 Quality test definition management61 8.5 Quality test resource management 61 8.6 Detailed quality test scheduling .62 8.7 Quality test dispatching .63 8.8 Quality test execution management.63 8.9 Quality test data collection 64 8.10 Quality test tracking 64 8.11 Quality performance analysis 64 8.12 Supported activities.65 9 Inventory operations management66 9.1 General activities in inventory operations management .66 9.2 Inventory operations management activity model 67 9.3 Information exchanged in inventory operations management.68 9.4 Inventory definition management.69 9.5 Inventory resource management .69 9.6 Detailed inventory scheduling70 9.7 Inventory dispatching 71 9.8 Inventory execution management 71 9.9 Inventory data collection 71 9.10 Inventory tracking . 72 10 Completeness, compliance and conformance .74 10.1 Completeness .74 10.2 Compliance .74 10.3 Conformance.74 Annex A (informative) Other enterprise activities affecting manufacturing operations75 Annex B (informative) Technical and responsibility boundaries .80 Annex C (informative) Scheduling hierarchy85 Annex D (informative) Associated standards.87 Annex E (informative) Frequently asked questions91 Annex F (informative) Applying the decision hierarchy model to manufacturing operations management94 Annex G (informative) Mapping PSLX ontology to manufacturing operations management99 Annex H (informative) Advanced planning and scheduling concepts for manufacturing operations management109 Bibliography108 Annex ZA (normative) Normative references to international publications with their corresponding European publications 104 EN 62264-3:2007 4 9.11 Inventory analysis .73 Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI Figure 2 Multi-level functional hierarchy of activities 13 Figure 3 Activity relationships 13 Figure 4 Categories of information exchange .15 Figure 5 Manufacturing operations information.16 Figure 6 Generic activity model of manufacturing operations management 17 Figure 7 Detailed scheduling interactions.19 Figure 8 Typical expanded equipment hierarchy 20 Figure 9 Work centres and work units 21 Figure 10 Decision hierarchy model framework for Level 3.22 Figure 11 Decision-making with two variables23 Figure 12 Schematic relationship of planning and scheduling.24 Figure 13 Projected inventory for a consumable resource 25 Figure 14 Activity model of production operations management .27 Figure 15 Product definition management activity model interfaces28 Figure 16 Production resource management activity model interfaces30 Figure 17 Resource management capacity reporting32 Figure 18 Detailed production scheduling activity model interfaces 34 Figure 19 Splitting and merging production schedules to detailed production schedules 35 Figure 20 Detailed production schedule .36 Figure 21 Production dispatching activity model interfaces 37 Figure 22 Sample production dispatch list38 Figure 23 Work dispatching for mixed process facility 39 Figure 24 Production execution management activity model interfaces 40 Figure 25 Production data collection activity model interfaces42 Figure 26 Production tracking activity model interfaces43 Figure 27 Merging and splitting production tracking information .44 Figure 28 Production performance analysis activity model interfaces .45 Figure 29 Activity model of maintenance operations management50 Figure 30 Activity model of quality test operations management 59 Figure 31 Activity model of inventory operations management .67 Figure 32 Inventory data collection activity model 72 Figure A.1 Other enterprise activities affecting manufacturing operations 75 Figure A.2 Functions in management of regulatory compliance78 Figure B.1 Different boundaries of responsibility81 Figure B.2 Lines of technical integration 83 Figure C.1 Sample hierarchy of schedules and scheduling activities. .86 Figure E.1 PRM scope and standard focus 92 Figure F.1 Decision hierarchy within an operational category.95 Figure F.2 Decision hierarchy within an activity95 Figure F.3 Examples of decision hierarchies for resource management .96 Figure G.1 PSLX ontology, part 1.102 Figure G.2 PSLX ontology, part 2.102 Figure G.3 PSLX ontology, part 3.103 Figure H.1 Levels of decision-making for production 105 Figure 1 Manufacturing operations management model .12 EN 62264-3:2007 5 Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI Table 1 Storage zone and storage unit examples.20 Table G.1 IEC 62264 relationship to PSLX.100 EN 62264-3:2007 6 Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI INTRODUCTION This part of IEC 62264 shows activity models and data flows for manufacturing information that enables enterprise-control system integration. The modelled activities operate between Level 4 logistics and planning functions and Level 2 manual and automated process control functions. The models are consistent with the object models given in IEC 62264-1 and the Level 3 (manufacturing operations and control) definitions. The goal of the standard is to reduce the risk, cost and errors associated with implementing enterprise systems and manufacturing operations systems in such a way that they inter- operate and easily integrate. The standard may also be used to reduce the effort associated with implementing new product offerings. This standard provides models and terminology for defining the activities of manufacturing operations management. The models and terminology defined in this standard are: to emphasize the good practices of manufacturing operations; to be used to improve existing manufacturing operations systems; to be applied regardless of the degree of automation. Some potential benefits produced when applying the standard may include reducing the time to reach full production levels for new products; enabling vendors to supply appropriate tools for manufacturing operations; enabling more uniform and consistent identification of manufacturing needs; reducing the cost of automating manufacturing processes; optimizing supply chains; improving efficiency in life-cycle engineering efforts. It is not the intent of this part of the standard to suggest that there is only one way of implementing manufacturing operations; force users to abandon their current way of handling manufacturing operations; restrict development in the area of manufacturing operations; restrict use only to manufacturing industries. EN 62264-3:2007 7 Licensed Copy: London South Bank University, London South Bank University, Thu Dec 20 02:46:35 GMT+00:00 2007, Uncontrolled Copy, (c) BSI ENTERPRISE-CONTROL SYSTEM INTEGRATION Part 3: Activity models of manufacturing operations management 1 Scope This part of IEC 62264 defines activity models of manufacturing operations management that enable enterprise system to control system integration. The activities defined in this standard are consistent with the object models definitions given in IEC 62264-1. The modelled activities operate between business planning and logistics functions, defined as the Level 4 functions and the process control functions, defined as the Level 2 functions of IEC 62264-1. The scope of this standard is limited to a model of the activities associated with manufacturing operations management, Level 3 functions; an identification of some of the data exchanged between Level 3 activities. 2 Normative references The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. IEC 61512-1:1997, Batch control Part 1: Models and terminology IEC 62264-1, Enterprise-control system integration Part 1: Models and terminology IEC 62264-2, Enterprise-control system integration Part 2: Object model attributes ISO 15704:2000, Industrial
