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BS EN 62264-5:2016

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Enterprise-control system integration – Business to manufacturing transactions

Published By Publication Date Number of Pages
BSI 2016 168
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IEC 62264-5:2016 defines transactions in terms of information exchanges between applications performing business and manufacturing activities associated with Levels 3 and 4. The exchanges are intended to enable information collection, retrieval, transfer and storage in support of enterprise-control system integration. This part of IEC 62264 is consistent with the IEC 62264-2 and IEC 62264-4 object models attributes. This standard also defines transactions that specify how to exchange the objects defined in IEC 62264-2, IEC 62264-4 and this standard. This second edition cancels and replaces the first edition published in 2011. This edition constitutes a technical revision. This edition includes the following significant technical changes with respect to the previous edition: The addition of transaction rules for objects defined in IEC 62264-4: Job, Job List, Job Response, Job Response List, Work Alert Definition, Work Alert, Work Calendar Definition, Work Calendar, Work Capability Work Directive, Work Master, Work Performance, Work Record, Work Schedule, Workflow Specification Node Type, Workflow Specification. It is published as a double logo standard.

PDF Catalog

PDF Pages PDF Title
4 European foreword
Endorsement notice
5 Annex ZA (normative) Normative references to international publications with their corresponding European publications
6 English
CONTENTS
15 FOREWORD
17 INTRODUCTION
18 1 Scope
2 Normative references
19 3 Terms, definitions, abbreviations, and conventions
3.1 Terms and definitions
3.2 Abbreviations
20 3.3 Conventions
4 Transaction messages and verbs
4.1 General
21 4.2 Transaction models
22 4.3 Message structure
4.3.1 General structure
Figures
Figure 1 โ€“ Typical exchanged messages in a transaction
Figure 2 โ€“ Typical exchanged data set
23 4.3.2 Application identification area
4.3.3 Data area
Figure 3 โ€“ Typical layout of an application identification area
24 4.3.4 Message nouns
4.3.5 Wildcard
25 5 Message verbs
5.1 Verbs and transaction models
Figure 4 โ€“ GET with wildcard and SHOW response
26 Tables
Table 1 โ€“ Defined verbs
27 5.2 GET verb
28 5.3 SHOW verb
5.4 PROCESS verb
Figure 5 โ€“ GET and SHOW transaction
29 5.5 ACKNOWLEDGE verb
Figure 6 โ€“ PROCESS/ACKNOWLEDGE transaction with an “acknowledge always” option
Table 2 โ€“ Acknowledge request options
Table 3 โ€“ Acknowledge element
30 5.6 CHANGE verb
5.7 CANCEL verb
Figure 7 โ€“ Example of ACKNOWLEDGE to a PROCESS message
Figure 8 โ€“ CHANGE/RESPOND transaction with a “respond always” option
Table 4 โ€“ Respond options
31 5.8 CONFIRM verb
Figure 9 โ€“ CANCEL message
Figure 10 โ€“ GET and SHOW transaction with a “confirm always”
32 Figure 11 โ€“ Example of a GET message with “confirm OnError”
Table 5 โ€“ Confirmation request options
33 5.9 RESPOND verb
5.10 SYNC verb
Figure 12 โ€“ CONFIRM message
Table 6 โ€“ Respond element
34 5.11 SYNC ADD verb
5.12 SYNC CHANGE verb
5.13 SYNC DELETE verb
Figure 13 โ€“ SYNC ADD transaction with confirmation
Figure 14 โ€“ SYNC DELETE transaction with no confirmation
35 5.14 Verb actions and the use of IDs
6 Message nouns
6.1 General
6.2 Defined message contents
6.2.1 Equipment
6.2.2 Equipment Capability Test Specification
6.2.3 Equipment Class
6.2.4 Job List
36 6.2.5 Job Response
6.2.6 Job Response List
6.2.7 Material Class
6.2.8 Material Definition
37 6.2.9 Material Lot
6.2.10 Material Sublot
6.2.11 Material Test Specification
6.2.12 Operations Capability
6.2.13 Operations Definition
38 6.2.14 Operations Schedule
6.2.15 Operations Performance
6.2.16 Person
39 6.2.17 Personnel Class
6.2.18 Physical Asset
6.2.19 Physical Asset Class
6.2.20 Physical Asset Capability Test Specification
6.2.21 Process Segment
6.2.22 Resource Relationship Network
40 6.2.23 Resource Relationship Network Connection Type
6.2.24 Qualification Test Specification
6.2.25 Transaction Profile
6.2.26 Work Alert Definition
6.2.27 Work Alert
6.2.28 Work Calendar Definition
6.2.29 Work Calendar
41 6.2.30 Work Capability
6.2.31 Work Directive
6.2.32 Work Master
42 6.2.33 Work Performance
6.2.34 Work Record
6.2.35 Work Schedule
6.2.36 Workflow Specification
43 6.2.37 Workflow Specification Type
6.2.38 Production specific models
45 6.3 Personnel model
6.3.1 Personnel model elements
6.3.2 Personnel Class verbs
6.3.3 Personnel Class verb actions
Figure 15 โ€“ Object grouping for the personnel model
46 Table 7 โ€“ Personnel Class verb actions
48 6.3.4 Person verbs
6.3.5 Person verb actions
49 Table 8 โ€“ Person verb actions
51 6.3.6 Qualification Test Specification verbs
6.3.7 Qualification Test Specification verb actions
52 Table 9 โ€“ Qualification Test Specification verb actions
53 6.4 Role based equipment model
6.4.1 Role based equipment model elements
6.4.2 Equipment Class verbs
6.4.3 Equipment Class verb actions
Figure 16 โ€“ Object grouping for the role based equipment model
54 Table 10 โ€“ Equipment Class verb actions
56 6.4.4 Equipment verbs
6.4.5 Equipment verb actions
57 Table 11 โ€“ Equipment verb actions
59 6.4.6 Equipment Capability Test Specification verbs
6.4.7 Equipment Capability Test Specification verb actions
60 6.5 Physical Asset model
6.5.1 Physical Asset model elements
Table 12 โ€“ Equipment Capability Test Specification verb actions
61 6.5.2 Physical Asset Class verbs
6.5.3 Physical Asset Class verb actions
Figure 17 โ€“ Object grouping for the Physical Asset model
62 Table 13 โ€“ Physical Asset Class verb actions
64 6.5.4 Physical Asset verbs
6.5.5 Physical Asset verb actions
65 Table 14 โ€“ Physical Asset verb actions
67 6.5.6 Physical Asset Capability Test Specification verbs
6.5.7 Physical Asset Capability Test Specification verb actions
68 6.6 Material model
6.6.1 Material model elements
Table 15 โ€“ Physical Asset capability Test Specification verb actions
69 6.6.2 Material Class verbs
6.6.3 Material Class verb actions
Figure 18 โ€“ Object grouping for the material model
70 Table 16 โ€“ Material Class verb actions
72 6.6.4 Material Definition verbs
6.6.5 Material Definition verb actions
73 Table 17 โ€“ Material Definition verb actions
75 6.6.6 Material Lot verbs
6.6.7 Material Lot verb actions
76 Table 18 โ€“ Material Lot verb actions
78 6.6.8 Material Sublot verbs
6.6.9 Material Sublot verb actions
79 Table 19 โ€“ Material Sublot verb actions
81 6.6.10 Material Test Specification verbs
6.6.11 Material Test Specification verb actions
82 Table 20 โ€“ Material Test Specification verb actions
83 6.7 Process Segment model
6.7.1 Process Segment model elements
6.7.2 Process Segment verbs
6.7.3 Process Segment verb actions
Figure 19 โ€“ Object grouping for the Process Segment model
84 6.8 Operations Capability model
6.8.1 Operations Capability model elements
Table 21 โ€“ Process Segment verb actions
85 6.8.2 Operations Capability verbs
6.8.3 Operations Capability verb actions
Figure 20 โ€“ Object grouping for the Operations Capability model
86 Table 22 โ€“ Operations Capability verb actions
87 Table 23 โ€“ Operations Capability element definitions for GET verb
88 6.9 Operations Definition model
6.9.1 Operations Definition model elements
89 6.9.2 Operations Definition verbs
6.9.3 Operations Definition verb actions
Figure 21 โ€“ Object grouping for the Operations Definition model
90 6.10 Operations Schedule model
6.10.1 Operations Schedule model elements
Table 24 โ€“ Operations Definition verb actions
91 6.10.2 Operations Schedule verbs
6.10.3 Operations Schedule verb actions
Figure 22 โ€“ Object grouping for the Operations Schedule model
92 Table 25 โ€“ Operations Schedule verb actions
93 6.11 Operations Performance model
6.11.1 Operations Performance model elements
Table 26 โ€“ Operations Schedule element definitions for GET verb
94 6.11.2 Operations Performance verbs
6.11.3 Operations Performance verb actions
Figure 23 โ€“ Object grouping for the Operations Performance model
95 Table 27 โ€“ Operations Performance verb actions
96 Table 28 โ€“ Operations Performance definitions for GET verb
97 6.12 Resource Relationship Network model
6.12.1 Resource Relationship Network model elements
6.12.2 Resource Relationship Network verbs
6.12.3 Resource Relationship Network verb actions
Figure 24 โ€“ Object grouping for the Resource Relationship Network model
98 6.12.4 Resource Relationship Connection Type verbs
6.12.5 Resource Relationship Connection Type verb actions
Table 29 โ€“ Resource Relationship Network verb actions
99 6.13 Work Alerts
6.13.1 Work Alert model elements
Table 30 โ€“ Resource Relationship Connection Type verb actions
100 6.13.2 Work Alert Definition verbs
6.13.3 Work Alert Definition actions
Figure 25 โ€“ Object grouping for the Work Alert model
Table 31 โ€“ Work Alert Definition additional attributes
101 Table 32 โ€“ Work Alert Definition verb actions
102 6.13.4 Work Alert verbs
6.13.5 Work Alert verb actions
Table 33 โ€“ Work Alert Definition element definitions for GET verb
Table 34 โ€“ Work Alert Definition additional attributes
Table 35 โ€“ Work Alert verb actions
103 6.14 Work Calendar
6.14.1 Work Calendar elements
Table 36 โ€“ Work Alert element definitions for GET verb
104 6.14.2 Work Calendar Definition verbs
6.14.3 Work Calendar Definition actions
Figure 26 โ€“ Object grouping for the Work Calendar model
105 6.14.4 Work Calendar verbs
6.14.5 Work Calendar actions
Table 37 โ€“ Work Calendar Definition verb actions
106 6.15 Work Capability model
6.15.1 Work Capability model elements
Table 38 โ€“ Work Calendar verb actions
107 6.15.2 Work Capability verbs
6.15.3 Work Capability verb actions
Figure 27 โ€“ Object grouping for the Work Capability model
108 Table 39 โ€“ Work Capability verb actions
109 Table 40 โ€“ Work Capability element definitions for GET verb
110 6.16 Work Definition model
6.16.1 Work Definition model elements
111 6.16.2 Work Master verbs
6.16.3 Work Master verb actions
Figure 28 โ€“ Object grouping for the Work Definition model
112 6.16.4 Work Directive verbs
6.16.5 Work Directive verb actions
Table 41 โ€“ Work Master verb actions
113 6.17 Work Record
6.17.1 Work Record elements
Table 42 โ€“ Work Directive verb actions
114 6.17.2 Work Record verbs
6.17.3 Work Record verb actions
Figure 29 โ€“ Object grouping for the Work Record model
115 6.18 Work Schedule model
6.18.1 Work Schedule elements
Table 43 โ€“ Work Record verb actions
116 6.18.2 Work Schedule verbs
6.18.3 Work Schedule verb actions
Figure 30 โ€“ Object grouping for the Work Schedule model
117 6.18.4 Job List verbs
6.18.5 Job List verb actions
Table 44 โ€“ Work Schedule verb actions
118 Table 45 โ€“ Job List verb actions
Table 46 โ€“ Work Schedule and Job List element definitions for GET verb
119 6.19 Work Performance model
6.19.1 Work Performance elements
6.19.2 Work Performance verbs
6.19.3 Work Performance verb actions
Figure 31 โ€“ Object grouping for the Work Performance model
120 Table 47 โ€“ Work Performance verb actions
121 6.19.4 Job Response verbs
6.19.5 Job Response verb actions
Table 48 โ€“ Work Performance element definitions for GET verb
Table 49 โ€“ Job Response verb actions
122 6.19.6 Job Response List verbs
6.19.7 Job Response List verb actions
Table 50 โ€“ Job response element definitions for GET verb
123 Table 51 โ€“ Job Response List verb actions
124 6.20 Workflow Specification model
6.20.1 Workflow Specification elements
6.20.2 Workflow Specification verbs
Figure 32 โ€“ Object grouping for the Workflow Specification model
Table 52 โ€“ Job Response List element definitions for GET verb
125 6.20.3 Workflow Specification verb actions
6.20.4 Workflow Specification Type
Table 53 โ€“ Workflow Specification verb actions
126 6.20.5 Workflow Specification Type verbs
6.20.6 Workflow Specification Type verb actions
Table 54 โ€“ Workflow Specification Type verb actions
127 6.21 Transaction Profile
Figure 33 โ€“ Transaction Profile model
Table 55 โ€“ Attributes of Transaction Profile
128 7 Completeness, compliance and conformance
7.1 Completeness
7.2 Compliance
Table 56 โ€“ Attributes of Supported Action
Table 57 โ€“ Transaction Profile verb actions
129 7.3 Conformance
130 Table 58 โ€“ Supported verb-noun actions
131 Table 59 โ€“ Vendor conformance example
132 Annexย A (informative)Production operations transactions
A.1 Product Definition model
A.1.1 Product Definition model elements
A.1.2 Product Definition verbs
A.1.3 Product Definition verb actions
Figure A.1 โ€“ Object grouping for the Product Definition model
133 A.2 Production Schedule model
A.2.1 Production Schedule model elements
Table A.1 โ€“ Product Definition verb actions
134 A.2.2 Production Schedule verbs
A.2.3 Production Schedule verb actions
Figure A.2 โ€“ Object grouping for the Production Schedule model
135 Table A.2 โ€“ Production Schedule verb actions
136 A.3 Production Performance model
A.3.1 Production Performance model elements
Table A.3 โ€“ Production Schedule element definitions for GET verb
137 A.3.2 Production Performance verbs
A.3.3 Production Performance verb actions
Figure A.3 โ€“ Object grouping for the Production Performance model
138 Table A.4 โ€“ Production Performance verb actions
139 Table A.5 โ€“ Production Performance definitions for GET verb
140 A.4 Production Capability model
A.4.1 Production Capability model elements
A.4.2 Production Capability verbs
A.4.3 Production Capability verb actions
Figure A.4 โ€“ Object grouping for the Production Capability model
141 Table A.6 โ€“ Production Capability verb actions
142 Table A.7 โ€“ Production Capability element definitions for GET verb
144 Annexย B (informative)Transaction models and business scenario examples
B.1 Coordinating activities
Figure B.1 โ€“ Coordinating planning and operations processes
145 B.2 Usage scenarios
B.3 Operations Schedule and Operations Performance
B.3.1 Push model
B.3.2 Pull model
Figure B.2 โ€“ Push model: Operations Schedule and Operations Performance
146 B.3.3 Publish model
B.4 Operations Schedule changes
B.4.1 Push model
Figure B.3 โ€“ Pull model: Operations Schedule and Operations Performance
Figure B.4 โ€“ Publish model: Operations Schedule and Operations Performance
147 B.4.2 Publish model
Figure B.5 โ€“ Push model: Operations Schedule changes
148 B.5 Operations Schedule cancelled
B.5.1 Push model
B.5.2 Push and pull model
Figure B.6 โ€“ Publish model: With schedule changes
Figure B.7 โ€“ Push model: Operations Schedule cancelled
149 B.6 Daily Operations Performance
B.6.1 Push model
B.6.2 Pull model
Figure B.8 โ€“ Push and pull model: Schedule cancelled
Figure B.9 โ€“ Push model: Daily Operations Performance
150 B.6.3 Publish model
B.7 Operations Schedule based on Operations Capability
B.7.1 Pull and push model
Figure B.10 โ€“ Pull model: Daily Operations Performance
Figure B.11 โ€“ Publish model: Daily Operations Schedule
151 B.7.2 Publish and push model
Figure B.12 โ€“ Pull and push model: Operations Capability and Operations Schedule
152 B.8 Operations Schedule changes
B.8.1 Push and pull model
Figure B.13 โ€“ Publish and push model: Operations Capability and Operations Schedule
153 B.8.2 Publish model
Figure B.14 โ€“ Push and pull model: Schedule changes
Figure B.15 โ€“ Publish model: Schedule changes after capability changes
154 B.9 Material quantity changed
B.9.1 Push model
B.9.2 Publish and push model
B.9.3 Push and pull model
Figure B.16 โ€“ Push model: Material Lot added, Material Lot quantity changed
Figure B.17 โ€“ Publish and push model: Material quantity changes
155 Figure B.18 โ€“ Push and pull model: Material quantity changes
156 Annexย C (informative)Questions on the use of transactions
C.1 IDs
C.2 Transactions
C.3 Rollbacks
C.4 CONFIRM verb
C.5 Two phase commit
157 C.6 Confirm on GET
C.7 General query
C.8 Nouns
C.9 CONFIRM on any verb
158 Annexย D (informative)Patterns for verbs
D.1 Patterns
D.2 Actions for GET verb
Table D.1 โ€“ GET message with Object ID specified
159 D.3 Actions for PROCESS verb
Table D.2 โ€“ GET message with wildcard in Object ID
Table D.3 โ€“ GET message with no Object ID specified
Table D.4 โ€“ PROCESS message with Object ID specified
160 D.4 Actions for CHANGE message
Table D.5 โ€“ PROCESS message with no Object ID
Table D.6 โ€“ CHANGE message with Object ID
Table D.7 โ€“ CHANGE message with wildcard Object ID
161 D.5 Actions for CANCEL message
D.6 Actions for SYNC message
Table D.8 โ€“ CANCEL message with Object ID
Table D.9 โ€“ CANCEL message with wildcard in Object ID
Table D.10 โ€“ SYNC message with Object ID
162 Table D.11 โ€“ SYNC message with wildcard in Object ID
163 Annexย E (informative)General rules for identifying nouns from object models
E.1 Patterns
E.2 Hierarchical object model
164 E.3 Non-hierarchical object model
Figure E.1 โ€“ Object model with composite relationships
165 Figure E.2 โ€“ Example of multiple composite objects
166 Bibliography
BS EN 62264-5:2016
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