Preview ANSI+ISA+95.00.02-2018
Preview ANSI+ISA+95.00.02-2018
Preview ANSI+ISA+95.00.02-2018
ANSI/ISA-95.00.02-2018
NOTICE OF COPYRIGHT
This is a copyright document and may not be copied or
distributed in any form or manner without the permission of
ISA. This copy of the document was made for the sole use of
the person to whom ISA provided it and is subject to the
restrictions stated in ISA’s license to that person.
It may not be provided to any other person in print,
electronic, or any other form. Violations of ISA’s copyright
will be prosecuted to the fullest extent of the law and may
result in substantial civil and criminal penalties.
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
ANSI/ISA-95.00.02-2018
ISBN: 978-1-64331-033-6
Copyright © 2018 by the International Society of Automation (ISA). 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 T.W. Alexander Drive
P.O. Box 12277
Research Triangle Park, North Carolina 27709
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
–3– ANSI/ISA-95.00.02-2018
PREFACE
This preface, as well as all footnotes and annexes, is included for information purposes and is not
part of ANSI/ISA-95.00.02-2018.
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 maintains registers of currently valid U.S. National
Standards.
This document has been prepared as part of the service of ISA, the International Society of
Automation, 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 T.W. Alexander Drive; P. O. Box 12277; Research Tria ngle
Park, NC 27709; Telephone (919) 549-8411; Fax (919) 549-8288; E-mail: [email protected].
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 U nits (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 t o 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 pra ctices, 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.
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 USER’S INTENDED APPLICATION.
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
ANSI/ISA-95.00.02-2018 –4–
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.
THE USER OF THIS DOCUMENT SHOULD BE AWARE THAT THIS DOCUMENT MAY BE
IMPACTED BY ELECTRONIC SECURITY ISSUES. THE COMMITTEE HAS NOT YET
ADDRESSED THE POTENTIAL ISSUES IN THIS VERSION.
ISA ( www.isa.org ) is a nonprofit professional association that sets the standard for those who apply
engineering and technology to improve the management, safety, and cybersecurity of modern
automation and control systems used across industry and critical infrastructure. Founded in 1945,
ISA develops widely used global standards; certifies indu stry professionals; provides education
and training; publishes books and technical articles; hosts conferences and exhibits; and provides
networking and career development programs for its 40,000 members and 400,000 customers
around the world.
ISA owns Automation.com , a leading online publisher of automation-related content, and is the
founding sponsor of The Automation Federation ( www.automationfederation.org ), an association of
nonprofit organizations serving as “The Voice of Automation.” Through a wholly owned subsidiary,
ISA bridges the gap between standards and their implementation with the ISA Security Compliance
Institute ( www.isasecure.org ) and the ISA Wireless Compliance Institute ( www.isa100wci.org ).
This standard was approved by the ISA Standards and Practices Board on 16 April 2018.
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
–5– ANSI/ISA-95.00.02-2018
Contents
1 Scope ............................................................................................................................ 21
2 Normative references ..................................................................................................... 21
3 Terms, definitions, abbreviations, and conventions ........................................................ 22
3.1 Terms and definitions ............................................................................................ 22
3.2 Abbreviations ........................................................................................................ 23
3.3 Conventions .......................................................................................................... 24
4 Manufacturing operations information models ................................................................ 36
4.1 Information models ............................................................................................... 36
4.2 Relationship of exchange information models to operations management activity
categories ............................................................................................................. 37
4.3 Cross-model relationships for MOM activity context in exchanges ......................... 38
4.4 Abstract UML model information ........................................................................... 39
4.5 Attributes of an object in an information model ...................................................... 40
5 Common object models .................................................................................................. 45
5.1 Hierarchy scope .................................................................................................... 45
5.2 Spatial definition ................................................................................................... 47
5.3 Operational location information ............................................................................ 49
5.4 Personnel information ........................................................................................... 55
5.5 Role-based equipment information ........................................................................ 63
5.6 Physical asset information .................................................................................... 71
5.7 Material information .............................................................................................. 81
5.8 Process segment information .............................................................................. 101
5.9 Operations test information ................................................................................. 126
5.10 Operations record information ............................................................................. 139
5.11 Operations event information .............................................................................. 145
5.12 Containers, tools, and software ........................................................................... 165
6 Operations management information ............................................................................ 166
6.1 Operations definition information ......................................................................... 166
6.2 Operations schedule information ......................................................................... 196
6.3 Operations performance information ................................................................... 224
6.4 Operations capability information ........................................................................ 248
6.5 Process segment capability information .............................................................. 272
6.6 Operations segment capability information .......................................................... 277
7 Interrelationships between object models ..................................................................... 282
8 List of objects ............................................................................................................... 287
9 Compliance .................................................................................................................. 290
Annex A (Informative) Implementation naming convention for object relationships .............. 291
Naming strategies ............................................................................................... 291
Annex B (Informative) Value syntax .................................................................................... 293
Annex C (Informative) Use and examples ........................................................................... 295
Use and examples .............................................................................................. 295
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
ANSI/ISA-95.00.02-2018 –6–
–7– ANSI/ISA-95.00.02-2018
Figures
Figure 1 – Example: UML Diagram for an information model, personnel model ..................... 28
Figure 2 – Convention for simplified cross-model relationships to resource models .............. 31
Figure 3 – Operations information models for operations management ................................. 37
Figure 4 – Defined cross-model MOM relationships between operations & work models ....... 38
Figure 5 – Hierarchy scope model ........................................................................................ 46
Figure 6 – Example, WKT in 2D (3D is equally supported) .................................................... 49
Figure 7 – Operational location model .................................................................................. 50
Figure 8 – Personnel model .................................................................................................. 56
Figure 9 – Role-based equipment model............................................................................... 64
Figure 10 – Physical asset model ......................................................................................... 72
Figure 11 – Physical asset and equipment relationships ....................................................... 73
Figure 12 – Material model ................................................................................................... 81
Figure 13 – Example, material with an assembly ................................................................ 100
Figure 14 – Process segment model ................................................................................... 102
Figure 15 – Example, Segment dependency ....................................................................... 126
Figure 16 – Operations test model ...................................................................................... 127
Figure 17 – Operations record model (abstract) .................................................................. 140
Figure 18 – Operations event model ................................................................................... 146
Figure 19 – Example, Relationship of operations event definition with operations events .... 152
Figure 20 – Operations definition model ............................................................................. 168
Figure 21 – Operations schedule model .............................................................................. 197
Figure 22 – Operations performance model ........................................................................ 225
Figure 23 – Operations capability model ............................................................................. 249
Figure 24 – Process segment capability object model ......................................................... 273
Figure 25 – Operations segment capability object model .................................................... 278
Figure 26 – Object model interrelationships ........................................................................ 283
Figure C.1 – Personnel model ............................................................................................ 296
Figure C.2 – Instances of a person class ............................................................................ 297
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
ANSI/ISA-95.00.02-2018 –8–
Figure C.3 – UML model for class and class properties ...................................................... 298
Figure C.4 – Class property ................................................................................................ 298
Figure C.5 – Instances of a person properties .................................................................... 299
Figure C.6 – Instances of person and person properties ..................................................... 299
Figure C.7 – XML schema for a person object .................................................................... 302
Figure C.8 – XML schema for person properties ................................................................. 302
Figure C.9 – Example of person and person property ......................................................... 303
Figure C.10 – Example of person class information ............................................................ 303
Figure C.11 – Adaptor to map different property IDs and values ......................................... 304
Figure D.1 – Example of simplified job order state model ................................................... 322
Figure D.2 –Typical MOM functions subscribing to the ResourceAcquired event ................. 324
Figure D.3 – Typical MOM functions subscribing to the WorkCommenced,
WorkRedirected, WorkCompleted and WorkAborted events ................................................ 327
Figure E.1 – Class and property IDs used to identify elements ........................................... 334
Figure E.2 – A property defining overlapping subsets of the capability ................................ 335
Figure E.3 – Routing for a product ...................................................................................... 336
Figure E.4 – Routing with co-products and material dependencies ..................................... 337
Figure E.5 – Product and process capability relationships .................................................. 338
Figure E.6 – Time-based dependencies .............................................................................. 339
Figure E.7 – Mixed operation example ................................................................................ 342
Figure F.1 – Enterprise to manufacturing system abstract information flows ....................... 345
Figure F.2 – Abstract information flows among multiple systems ........................................ 346
Figure H.1 – Abstract UML Model Example: Personnel model............................................. 351
Figure H.2 – OPC UA Specification Notation ...................................................................... 355
Figure H.3 – OPC UA representation of the personnel model ............................................. 356
Tables
–9– ANSI/ISA-95.00.02-2018
ANSI/ISA-95.00.02-2018 – 10 –
– 11 – ANSI/ISA-95.00.02-2018
Table 89 – Physical asset segment specification property relationship roles ....................... 117
Table 90 – Physical asset segment specification property attributes ................................... 117
Table 91 – Material segment specification relationship roles .............................................. 118
Table 92 – Material segment specification attributes ........................................................... 119
Table 93 – Material segment specification property relationships ........................................ 123
Table 94 – Material segment specification property attributes ............................................. 123
Table 95 – Segment dependency relationship roles ............................................................ 124
Table 96 – Segment dependency attributes ........................................................................ 124
Table 97 – Operations test model relationships .................................................................. 127
Table 98 – Instances of operations test requirement ........................................................... 129
Table 99 – Operations test requirement relationship roles in the operations test model ...... 130
Table 100 – Instances of testable object / testable object property pair .............................. 130
Table 101 – Testable object relationship roles in operations test model .............................. 131
Table 102 – Testable object property relationship roles in the operations test model .......... 131
Table 103 – Test specification relationship roles ................................................................ 132
Table 104 – Test specification attributes............................................................................. 132
Table 105 – Test specification property relationship roles ................................................... 134
Table 106 – Test specification property attributes ............................................................... 134
Table 107 – Test specification criteria relationship roles ..................................................... 134
Table 108 – Test specification criteria attributes ................................................................. 135
Table 109 – Evaluated property relationship roles .............................................................. 136
Table 110 – Evaluated property attributes .......................................................................... 136
Table 111 – Test result relationship roles ........................................................................... 136
Table 113 – Property measurement relationship roles ........................................................ 138
Table 114 – Property measurement attributes .................................................................... 138
Table 117 – Operations record model relationships ............................................................ 140
Table 118 – Operations record specification template relationship roles ............................. 141
Table 119 – Operations record specification template attributes ......................................... 141
Table 120 – Operations record template relationship roles ................................................. 143
Table 121 – Operations record template attributes ............................................................. 143
Table 122 – Operations record entry template relationships ............................................... 144
Table 123 – Operations record entry template attributes ..................................................... 144
Table 124 – Operations record model relationships ............................................................ 147
Table 125 – Operations event class relationship roles ........................................................ 148
Table 126 – Operations event class attributes .................................................................... 148
Table 127 – Example of operations event class locked hierarchy ........................................ 149
Table 128 – Operations event class property relationship roles .......................................... 150
Table 129 – Operations event class property attributes ...................................................... 150
Table 130 – Operations event class record specification relationship roles ......................... 151
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
ANSI/ISA-95.00.02-2018 – 12 –
– 13 – ANSI/ISA-95.00.02-2018
ANSI/ISA-95.00.02-2018 – 14 –
– 15 – ANSI/ISA-95.00.02-2018
– 17 – ANSI/ISA-95.00.02-2018
FOREWORD
This standard is Part 2 of a series of standards that defines the interfaces between enterprise
activities and control activities. It follows ANSI/ISA -95.00.01-2010 (ISA-95.00.01 Mod), 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 scop e of this Part 2 standard
is limited to the definition of object models and attributes for the information defined in Part 1. The
goal is to reduce the effort, cost, and errors associated with implementing these interfaces.
This 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.
This standard has been prepared in accordance with the ISO/IEC Directives, Part 2. Therefo re,
the first three clauses present the scope of the standard, normative references, and definitions, in
that order.
Clause 4 is informative. It describes the general information about the object models and examples
defined in later clauses.
Clause 5 is normative. It defines the object models , relationships, and attributes of common
information defined in Part 1.
Clause 6 is normative. It defines the object models , relationships, and attributes of operations
management information defined in Part 1.
Clause 8 is informative. It lists the objects defined in the standard as an aid to documenting
conformance and compliance.
Clause 9 is normative. It defines completeness, confor mance, and compliance criteria associated
with the objects and attributes.
Annex B is informative. It defines a value syntax best practice. The format for values in a value
attribute of an object is not defined in the standard and are defined by implementations of the
standard.
Annex C is informative. It provides examples to illustrate how the models, relationships, and
attributes may be used.
Annex E is informative. It contains questions and answers on the use and reason for elements in
the standard.
Annex F is informative. It discusses how the standard relates to logical information flow s.
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
ANSI/ISA-95.00.02-2018 – 18 –
Annex G is informative. It discusses how the standard relates to abstract to implementation models.
– 19 – ANSI/ISA-95.00.02-2018
INTRODUCTION
This ISA-95 Part 2 standard further defines formal object models for exchange information
described in Part 1 using UML object models, tables of attributes, and examples . The models and
terminology defined in this standard:
a) emphasize good integration practices of control systems with enterpri se 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, this standard provides 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 user’s 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.
This 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 integrat e.
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.
This is a preview of "ANSI/ISA 95.00.02-20...". Click here to purchase the full version from the ANSI store.
– 21 – ANSI/ISA-95.00.02-2018
1 Scope
This standard specifies conceptual interface content exchanged between manufacturing control
functions and other enterprise functions. The interface considered is between Level 3
manufacturing systems and Level 4 business systems in the hierarchical model defined in Part 1
of this standard. The goal is to reduce the risk, cost, and errors associated with implementing the
interface.
Since this standard covers many domains and there are many different standards for those
domains, the semantics of this standard are described at a level intended to enable the other
standards to be mapped to these semantics . To this end, this standard defines a set of elements
contained in the conceptual interface, together with a mechanism for extending the interface
content for implementations.
The scope of this standard is limited to the definition of object models and attributes of the
exchanged information defined in the Part 1 standard.
2 Normative references
The following documents, in whole or in part, are normatively referenced in this document and are
indispensable for its application. For dated references, only the edition cited applies. For undated
references, latest edition of referenced document (including any amendments) applies.
ISO/IEC 19505-1, Information technology – OMG Unified Modeling Language (OMG UML) Version
2.5 – Part 1: Infrastructure