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IEC 62264-3:2007(en)
ISO - Cover page
FOREWORD
INTRODUCTION
1 Scope
2 Normative references
3 Terms, definitions and abbreviations
 3.1 Terms and definitions
 3.2 Abbreviations
4 Structuring concepts
 4.1 Manufacturing operations management
 4.2 Functional hierarchy
 4.3 Manufacturing operations management elements
 4.4 Criterion for defining activities below Level 4
 4.5 Categories of production information
 4.6 Manufacturing operations information
5 Structuring models
 5.1 Generic template for categories of manufacturing operations management
  5.1.1 Template for management of operations
  5.1.2 Use of the generic model
  5.1.3 Generic activity model
 5.2 Interaction among generic activity models
  5.2.1 Information flows between generic activity models
  5.2.2 Handling resources within the generic activity models
  5.2.3 Scheduling interactions
 5.3 Expanded equipment hierarchy model
  5.3.1 Equipment hierarchy model
  5.3.2 Storage zone
  5.3.3 Storage unit
  5.3.4 Storage zone and storage unit examples
  5.3.5 Work center
  5.3.6 Work unit
 5.4 Expanded decision hierarchy model
 5.5 Hierarchy of planning and scheduling
 5.6 Resource definition for scheduling activities
  5.6.1 Consumable resources and non-consumable resources
  5.6.2 Resource capacity and availability
6 Production operations management
 6.1 General activities in production operations management
 6.2 Production operations management activity model
 6.3 Information exchange in production operations management
  6.3.1 Equipment and process specific production rules
  6.3.2 Operational commands
  6.3.3 Operational responses
  6.3.4 Equipment and process specific data
 6.4 Product definition management
  6.4.1 Activity definition
  6.4.2 Activity model
  6.4.3 Tasks in product definition management
  6.4.4 Product definition rule information
  6.4.5 Detailed production routing
 6.5 Production resource management
  6.5.1 Activity definition
  6.5.2 Activity model
  6.5.3 Tasks in production resource management
  6.5.4 Resource availability
  6.5.5 Collecting future committed resource information
  6.5.6 Collecting resource definition changes
  6.5.7 Personnel resource information management
  6.5.8 Equipment resource information management
  6.5.9 Material resource information management
 6.6 Detailed production scheduling
  6.6.1 Activity definition
  6.6.2 Activity model
  6.6.3 Tasks in detailed production scheduling
  6.6.4 Finite capacity scheduling
  6.6.5 Splitting and merging production schedules
  6.6.6 Detailed production schedule
  6.6.7 Sample detailed production schedule
 6.7 Production dispatching
  6.7.1 Activity definition
  6.7.2 Activity model
  6.7.3 Tasks in production dispatching
  6.7.4 Production dispatch list
  6.7.5 Sample production dispatch list and production work orders
  6.7.6 Assigning work
 6.8 Production execution management
  6.8.1 Activity definition
  6.8.2 Activity model
  6.8.3 Tasks in production execution management
 6.9 Production data collection
  6.9.1 Activity definition
  6.9.2 Activity model
  6.9.3 Tasks in production data collection
 6.10 Production tracking
  6.10.1 Activity definition
  6.10.2 Activity model
  6.10.3 Tasks in production tracking
  6.10.4 Merging and splitting production information
 6.11 Production performance analysis
  6.11.1 Activity definition
  6.11.2 Activity model
  6.11.3 Tasks in production performance analysis
  6.11.4 Resource traceability analysis
  6.11.5 Product analysis
  6.11.6 Process analysis
  6.11.7 Production performance simulation
  6.11.8 Production indicators and KPIs
  6.11.9 Performance management
7 Maintenance operations management
 7.1 General activities in maintenance operations management
 7.2 Maintenance operations management activity model
 7.3 Information exchanged in maintenance operations management
  7.3.1 Maintenance information
  7.3.2 Maintenance definitions
  7.3.3 Maintenance capability
  7.3.4 Maintenance request
  7.3.5 Maintenance response
  7.3.6 Equipment-specific maintenance procedures
  7.3.7 Maintenance commands and procedures
  7.3.8 Maintenance results
  7.3.9 Equipment state-of-health data
 7.4 Maintenance definition management
 7.5 Maintenance resource management
 7.6 Detailed maintenance scheduling
 7.7 Maintenance dispatching
 7.8 Maintenance execution management
 7.9 Maintenance data collection
 7.10 Maintenance tracking
 7.11 Maintenance analysis
8 Quality operations management
 8.1 General activities in quality operations management
  8.1.1 Quality operations management activities
  8.1.2 Quality operations scope
  8.1.3 Quality test operations management
  8.1.4 Types of testing
  8.1.5 When testing occurs
  8.1.6 Quality systems
 8.2 Quality test operations activity model
 8.3 Information exchanged in quality test operations management
  8.3.1 Quality test definitions
  8.3.2 Quality test capability
  8.3.3 Quality test request
  8.3.4 Quality test response
  8.3.5 Quality parameters and procedures
  8.3.6 Test commands
  8.3.7 Test responses
  8.3.8 Quality-specific data
 8.4 Quality test definition management
 8.5 Quality test resource management
 8.6 Detailed quality test scheduling
 8.7 Quality test dispatching
 8.8 Quality test execution management
  8.8.1 Introduction
  8.8.2 Testing
 8.9 Quality test data collection
 8.10 Quality test tracking
 8.11 Quality performance analysis
  8.11.1 Introduction
  8.11.2 Quality resource traceability analysis
  8.11.3 Quality indicators
 8.12 Supported activities
9 Inventory operations management
 9.1 General activities in inventory operations management
 9.2 Inventory operations management activity model
 9.3 Information exchanged in inventory operations management
  9.3.1 Inventory definitions
  9.3.2 Inventory requests
  9.3.3 Inventory response
  9.3.4 Inventory storage definitions
  9.3.5 Inventory commands
  9.3.6 Inventory replies
  9.3.7 Inventory-specific data
 9.4 Inventory definition management
 9.5 Inventory resource management
 9.6 Detailed inventory scheduling
 9.7 Inventory dispatching
 9.8 Inventory execution management
 9.9 Inventory data collection
 9.10 Inventory tracking
 9.11 Inventory analysis
10 Completeness, compliance and conformance
 10.1 Completeness
 10.2 Compliance
 10.3 Conformance
Annex A (informative) Other enterprise activities affecting manufacturing operations
Annex B (informative) Technical and responsibility boundaries
Annex C (informative) Scheduling hierarchy
Annex D (informative) Associated standards
Annex E (informative) Frequently asked questions
Annex F (informative) Applying the decision hierarchy model to manufacturing operations management
Annex G (informative) Mapping PSLX ontology to manufacturing operations management
Annex H (informative) Advanced planning and scheduling concepts for manufacturing operations management
Bibliography
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International

Standard

IEC 62264-3
Enterprise-control system integration —
Part 3:
Activity models of manufacturing operations management
Intégration du système de commande d'entreprise —
Partie 3: Modèles d'activité pour la gestion des opérations de fabrication
Reference number
IEC 62264-3:2007(en)
First edition
2007-06
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Contents Page

FOREWORD

1)
The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising all national electrotechnical committees (IEC National Committees). The object of IEC is to promote international co-operation on all questions concerning standardization in the electrical and electronic fields. To this end and in addition to other activities, IEC publishes International Standards, Technical Specifications, Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as "IEC Publication(s)"). Their preparation is entrusted to technical committees; any IEC National Committee interested in the subject dealt with may participate in this preparatory work. International, governmental and nongovernmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely with the International Organization for Standardization (ISO) in accordance with conditions determined by agreement between the two organizations.
2)
The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international consensus of opinion on the relevant subjects since each technical committee has representation from all interested IEC National Committees.
3)
IEC Publications have the form of recommendations for international use and are accepted by IEC National Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any misinterpretation by any end user.
4)
In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications transparently to the maximum extent possible in their national and regional publications. Any divergence between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in the latter.
5)
IEC provides no marking procedure to indicate its approval and cannot be rendered responsible for any equipment declared to be in conformity with an IEC Publication.
6)
All users should ensure that they have the latest edition of this publication.
7)
No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and members of its technical committees and IEC National Committees for any personal injury, property damage or other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC Publications.
8)
Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is indispensable for the correct application of this publication.
9)
Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 62264-1 has been prepared by subcommittee 65A: System aspects, of IEC technical committee 65: Industrial-process measurement and control and ISO SC5, JWG 15, of ISO technical committee 184: Enterprise-control system integration.
It is published as a double logo standard.
The text of this standard is based on the following documents:
CDV Report on voting
65A/476/CDV 65A/495/RVC
Full information on the voting for the approval of this standard can be found in the report on voting indicated in the above table. In ISO, the standard has been approved by 10 P-members out of 10 hving cast a vote.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
The list of all the parts of the IEC 62264 series, under the general title Enterprise-control system integration, can be found on the IEC website.
The committee has decided that the contents of this publication will remain unchanged until the maintenance result date indicated on the IEC web site under "http://webstore.iec.ch" in the data related to the specific publication. At this date, the publication will be
reconfirmed,
withdrawn,
replaced by a revised edition, or
amended.

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 interoperate 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.
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International Standard IEC 62264-3:2007(en)
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 automation systems — Requirements for enterprise-reference architecture and methodologies

3 Terms, definitions and abbreviations

For the purposes of this document, the following terms and definitions apply.

3.1 Terms and definitions

3.1.1
detailed production schedule
organized and structured collection of production work orders and sequencing involved in the production of one or more products
3.1.2
finite capacity scheduling
scheduling methodology where work is scheduled for production equipment, in such a way that no production equipment capacity requirement exceeds the capacity available to the production equipment
3.1.3
inventory operations management
activities within Level 3 of a manufacturing facility which coordinate, direct, manage and track inventory and material movement within manufacturing operations
3.1.4
Level 0
actual physical process
3.1.5
Level 1
functions involved in sensing and manipulating the physical process
3.1.6
Level 2
functions involved in monitoring and controlling of the physical process
3.1.7
Level 3
functions involved in managing the work flows to produce the desired end-products
3.1.8
Level 4
functions involved in the business-related activities needed to manage a manufacturing organization
3.1.9
maintenance operations management
activities within Level 3 of a manufacturing facility which coordinate, direct and track the functions that maintain the equipment, tools and related assets to ensure their availability for manufacturing and ensure scheduling for reactive, periodic, preventive, or proactive maintenance
3.1.10
manufacturing facility
site, or area within a site, that includes the resources within the site or area and includes the activities associated with the use of the resources
3.1.11
manufacturing operations management
activities within Level 3 of a manufacturing facility that coordinate the personnel, equipment and material in manufacturing
Note 1 to entry: This standard details manufacturing operations management in terms of four categories (production operations management, maintenance operations management, quality operations management and inventory operations management) and provides references for other enterprise activities affecting manufacturing operations.
Note 2 to entry: In the PERA model, the concept of manufacturing defines the physical resources used in production. The manufacturing operations management activities defined in this standard pertain to the information-handling functions of the PERA model.
3.1.12
production dispatch list
set of specific production work orders to be performed on or by a particular set of resources, at a given location and the time or event to start or stop the activity
Note 1 to entry: This may take the form of set-up instructions for machines, operating conditions for continuous processes, material movement instructions, or batches to be started in a batch system.
Note 2 to entry: Dispatch lists are applicable to other operations management areas, such as maintenance dispatch lists, quality test dispatch lists and inventory dispatch lists.
3.1.13
production operations management
activities within Level 3 of a manufacturing facility which coordinate, direct, manage and track the functions that use raw materials, energy, equipment, personnel and information to produce products, with the required costs, qualities, quantities, safety and timeliness
3.1.14
production work order
unit of scheduled work that may be dispatched to a work center and which consists of lower-level elements
3.1.15
quality operations management
activities within Level 3 of a manufacturing facility which coordinate, direct and track the functions that measure and report on quality
3.1.16
storage unit
subordinate entity within a storage zone that consists of equipment and information required to contain, move, condition and handle material
Note 1 to entry: A storage unit is an element of the equipment hierarchy.
3.1.17
storage zone
logical grouping of resources that defines a span of logistical control and includes the equipment and information required for containing, moving, conditioning and handling of one or more material items
Note 1 to entry: A storage zone is an element of the equipment hierarchy.
3.1.18
tracing
activity that provides an organized record of resource and product use from any point, forward or backward, using tracking information
3.1.19
tracking
activity of recording attributes of resources and products through all steps of instantiation, use, change and disposition
3.1.20
work center
process cell, production unit, production line, storage zone, or any other equivalent level equipment element defined as an extension to the equipment hierarchy model
Note 1 to entry: For compatibility with existing schema implementations the defined term "work center" is used in place of the UK English spelling "work centre".

3.2 Abbreviations

For the purposes of this standard, the following abbreviations apply.
AGV Automated guided vehicles
AMS Asset management system
ASRS Automated storage and retrieval system
CAPE Computer-aided process engineering
CAD Computer-aided design
CAE Computer-aided engineering
CASE Computer-aided software engineering
CIM Computer integrated manufacturing
CNC Computerized numerical control
DCS Distributed control system
ERP Enterprise resource planning
EWI Electronic work instructions
HR Human resources
KPI Key performance indicator
LIMS Laboratory information management system
MES Manufacturing execution system
MPS Master production schedule
MRP Material resource planning
OEE Overall equipment effectiveness
PAT Process analytical technology
PERA Purdue enterprise reference architecture
PDM Product data management
PLC Programmable logic controller
PLM Product life-cycle management
PRM Purdue reference model for computer-integrated manufacturing
QA Quality assurance
R&D Research and development
RFQ Request for quote
ROA Return on assets
SCADA Supervisory control and data acquisition
SOC Standard operating conditions
SOP Standard operating procedure
SQC Statistical quality control
SPC Statistical process control
WIP Work in process
WMS Warehouse management system
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Bibliography
[1]
IEC 61131-3, Programmable controllers - Part 3: Programming languages
[2]
ISO 13374-1, Condition monitoring and diagnostics of machines - Date processing, communication and presentation - Part 1: General guidelines
[3]
ISO 18629, (all parts), Industrial automation systems and integration - Process specification language
[4]
CEN/TS 14818:2004(E), Enterprise integration - Decisional Reference Model, CEN/TC 310, April 2004.
[5]
DOUMEINGTS G., VALLESPIR B. and CHEN D. "GRAI Grid Decision Modelling" in Bernus P., Mertins K., Schmidt G. (eds), Handbook on Architecture of Information Systems .Springer Verlag, Berlin, Germany,1998 ISBN 3-540-64453-9
[6]
APICS Dictionary Edition 11, The Association for Operations Management) Dictionary ISBN 1558221956
[7]
ANSI/ISA-88.01:1995, Batch Control - Part 1: Models and Terminology
[8]
ANSI/ISA-88.00.02.2001, Batch Control - Part 2: Data Structures and Guidelines for Languages
[9]
ANSI/ISA 95.00.01.2000, Enterprise-Control System Integration - Part 1: Models and Terminology
[10]
ANSI/ISA 95.00.02:2001, Enterprise-Control System Integration - Part 2: Object Model Attributes
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