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D-8895-Ontology Enterprise Language standards

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1 D-8895-Ontology Enterprise Language standards
CCM00-00_01_INTRO_OVW_en 04/2009 D-8895-Ontology Enterprise Language standards J. Vieille 04/2010 CCM (R) BOK

2 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

3 Background Interoperability is a key element for enabling interactions
Developing knowledge and systemic intelligence of the enterprise This project aims at « conceptualizing » ISA88 and ISA95 standards Express a canonical modelling Defining data structures and terminologies valid for specific situations Not exposing the underlying logic for constructing their models Though these constructs appear to be somewhat consistent and implicit Contrasting with more academic works developed in ISO standards This project is placed in a wider perspective of the « Enterprise Language », Looking for a semantic convergence with existing standards This presentation exposes a quick review of some relevant standards that could provide basic, alternative or extensions to the ISA88/95’s Enterprise Language standards

4 Enterprise language (EL)
Language is the precondition for intelligence Enables effective interactions and systemic optimization Transforms interfaces in interactions Enterprise languages address people to people communications machines to machines communications people to machines communications EL for machines Machine, being notably stupid, need extended, precise simplistic formalism (symbols and rules) To exchange meaningful, non ambiguous messages for knowledge exchange, storage, retrieval Supporting the description of enterprise structural and behavioural aspects on the time scale Enterprise Language standards

5 Elements of the enterprise language
Definition of a semantic tree of concepts Associated with lexicon (translations, synonyms) relationships and value domains Concepts are structured successively in Simple abstract concepts i.e. « Identifier » « Description » General concepts i.e. « « activity », « Resource » Business concepts as references for actual business entities mentioned in messages Enterprise Language standards

6 Applicable standards This study present some relevant standards
To establish an enterprise language in the context of this project Sometimes overlapping, More or less focused Possible use of these standard in the context of this project : To provide abstract meta-structures (or upper level ontologies) on which ISA88, ISA95 or other standards could be expressed This means to identify the most abstract concepts in the standards To substitute equivalent terminology to ISA88/ISA95 to fit enterprise specific context, while leveraging their smartest concepts ISA88/95 can enrich a given indigenous enterprise language based on other standards instead of creating a foreign language island in manufacturing A significant public knowledge is available From ISO and other standardization bodies Enterprise Language standards

7 Applicable standards Reference Title Domains ISO15000-5 UN/Cefact CC
ebXML - Core Componenet Technical Specification ULO - Data structures for elementary concepts OPC UA OPC Unified Architecture ULO - Neutral Upper level ontology ISO15926 Industrial automation systems and integration – Integration of lifecycle data for process plants ULO - Upper level ontology of enterprise concepts ISO15414 Information Processing – Open Distributed Processing – Reference model – Enterprise language ULO - Generic enterprise concepts Upper level ontology ISO19440 Constructs for enterprise modeling Generic enteprise concepts BPMN Business Process Model and Notation BP description, depiction, exchange and depiction ISO IEC61512 Enterprise-control system integration Batch Control Manufacturing operations specific concepts ISO15531 (not studied) Industrial automation systems and integration – industrial manufacturing management data Manufacturing specific concepts ISO11179 Information Technology – Metadata registries Semantic registry Enterprise Language standards

8 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

9 CCM00-00_01_INTRO_OVW_en 04/2009 ISO UN/CEFACT CCTS ISO15000 “Electronic business eXtensible Markup Language” ebXML  ISO ebXML - Core Componenet Technical Specification CCTS Developped by the United Nations Centre for Trade Facilitation and Electronic Business Relevant work: Core Components Data Type Catalogue Core Components Technical Specification XML Naming and Design Rules Technical Specification Amount Ordinal Binary Object Percent Code Picture Date Quantity Date Time Rate Duration Ratio Graphic Sound Identifier Text Indicator Time Measure Value Name Video Enterprise Language standards CCM (R) BOK

10 Core Components Data Type Catalogue
Amount Ordinal Binary Object Percent Code Picture Date Quantity Date Time Rate Duration Ratio Graphic Sound Identifier Text Indicator Time Measure Value Name Video Enterprise Language standards

11 Core Components Technical Specification
Provides a way to identify, capture and maximize the re-use of business information to support and enhance information interoperability. Focuses both on human-readable and machineprocessable representations of this information. Semantic standardization is done in a syntax-neutral fashion. allows for the richness inherent in natural language to be used to create data and information exchange models that are devoid of computer-driven syntax limitations and requirements. Captures a wealth of information about the business reasons for variation in data model and message semantics and structure. In the past, these variations have led to incompatible models and a subsequent lack of interoperability. The core components mechanism will allow identification of similarities and differences between these models. Enterprise Language standards

12 UN/CEFACT CCTS Standards Stack
Core Components Technical Specification Data Type Catalogue Context Categories Component Library ISO15000 Business Data Types Message Assembly XML NDR Business Transactions XML XSD XCDT Note: UML = Unified Modeling Language UMM = UN/CEFACT Modelling Methodology XSD = XML Schema Definition Language XML = Extensible Markup Language XMI = XML Metadata Interchange XCDT = XML Expressed Core Data Types BCSS = Business Collaboration Specification Schema UCM = Unified Context Methodology SBDH = Standard Business Document Header ISO 11179 SBDH TMG (Techniques and Methodologies Group) TBG (Trade Business Group) ATG (Applied Technologies Group) Implicit parts of UN/CEFACT Standards Non UN/CEFACT Standards UMM UCM UML Profile for CCTS UML EDIFACT EDIFACT Syntax R e g i s t r y ICG Enterprise Language standards

13 Relationship between core abstract and business types
Enterprise Language standards

14 XML Naming and Design Rules Technical Specification
Good Design Practices for XML Schemas XML Schemas architecture principles Recommended usage of XSD primitives XML Schema files handling XML instances handling Enterprise Language standards

15 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

16 OPC UA OPC “OLE for Process Control”
Legacy acronym, not much relevant today “OPC Unified Architecture” Totally re-engineered infrastructure to facilitate information exchange between industrial applications Field devices, Control systems, MES systems, ERP systems OPC UA deliverables Modeling language for describing structures, behaviour, semantics Standard, extensible models Messaging concepts to interact between applications Communication concepts to handle data transfer Enterprise Language standards

17 Elements of OPC UA (Node classes)
Main classes subclasses Defined by Predefined View Object ObjectType Type Definition Folder type DataTypeSystem ModellingRule EventType Next slides DataType VariableType Data Types DataTypeDictionary, Reference Type Variable Property DataVariable Methods Enterprise Language standards

18 OPC UA standard Attributes
AccessLevel IsAbstract ArrayDimensions MinimumSamplingInterval BrowseName NodeClass ContainsNoLoops NodeId DataType Symmetric Description UserAccessLevel DisplayName UserExecutable EventNotifier UserWriteMask Executable Value Historizing ValueRank InverseName WriteMask Enterprise Language standards

19 OPC UA standard Services
Service set Discovery Discover Servers: FindServers, GetEndpoints, RegisterServer SecureChannel Open / close secure communication (lower level – protocol dependent) Session Open / close Session Attribute Read / write data (including history) Subscription Subscribe to data (receive data) MonitoredItem Subscribe to data (specifying which data to subscribe to) View Browsing Query Querying NodeManagement Add / delete Nodes and References Method Method calls Enterprise Language standards

20 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

21 ISO15926 ISO “Industrial automation systems and integration—Integration of life-cycle data for process plants including oil and gas production facilities” Developed in ISO TC184/SC4-Industrial Data by the EPISTLE consortium Supported by POSC Caesar Association Petrotechnical Open Software Corporation (Oil & Gas, Norway) Modestly states a focus on reference data lifecycle and Oil & gas But much wider applicability Focuses on describing industrial facilities Based on an upper level ontology of large expressiveness OWL implementation available Convoluted, restrictive, probably unfitted title… Enterprise Language standards

22 ISO15926 in short ISO specifies an ontology for long-term data integration, access and exchange Contains about 200 classes and properties Support the evolution of data through time Includes Upper ontology elements such as thing, class, possible_individual and relationship Generic classes such as physical_object, activity, event and generic relationships such as participation and connection_of_individual Can be extended by defining specific classes such as pump, distillation_column The Reference Data Library ISO standardizes many common real objects Enterprise Language standards

23 ISO15926 - Upper level types Class Thing Possible Individual
Pump #1234 Abstract object Pump Relationship Pump #1234 is member of Pump Composition of Individual Connection of Individual Multi-dimensional List of « Things » Enterprise Language standards

24 ISO15926 - examples Upper level types Physical object
Material organization Enterprise Language standards

25 ISO15926 Example Enterprise Language standards

26 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

27 ISO15414 ISA15414  "Information Technology – Open Distributed Processing Reference model – Enterprise Language " Developed by ITU International Telecommunication Union – ITU-T X.911 Proposed « Enterprise language » in the more global context of RM-ODP Reference Model of Open Distributed Processing ISO /2/3/4 - ITU-T X901/2/3/4 Enterprise Language standards

28 ISO15414 concepts System concepts Scope, Field of Application
Community concepts Onjective, Community object Behaviour concepts Actor, Artefact, Resource, Interface Role, Process, Step Policy concepts Policy, Authorization, Violation Accountability concepts. Party, Commitment, Declaration, Delegation, Evaluation, Prescription, Agent, Principal Enterprise Language standards

29 ISO15414 Structuring rules Community rules Enterprise object rules
Common community types Lifecycle of a community Objective rules Behaviour rules Policy rules Accountability rules Enterprise Language standards

30 Example: System concepts
Enterprise Language standards

31 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

32 ISO19440 ISO19440 “Constructs for enterprise modelling”
Defines the generic concepts for enterprise models provides common semantics enables the unification of models developed by different stakeholders These concepts can be specialized / organized for specific purposes, used for developing particular models for a particular enterprise. General requirements computer supported enterprise modeling Business Processes model (dynamics, functions, information, resources, organization and responsibilities) Detailing and qualification of enterprise components for a specific enterprise, Support for management of change, end-user-oriented representation to enable operational use. Enterprise Language standards

33 ISO19440 « constructs » The standard describes in detail the following concepts Function- and process-related: Domain, Business Process, Enterprise Activity, Event Information-related: Enterprise Object, Enterprise Object View, Order, Product Resource-related: Capability, Operational Role, Resource, Functional Entity Organization-related: Person Profile, Organizational Role, Organization Unit, and Decision Centre. These concepts can be specialized Any enterprise concept shall be derivable from this list Enterprise Language standards

34 Example of « Business Process » - Header
Construct label [‘BP‘] Identifier [<model-unique string>] Name [name of Business Process instance in the form: <adjective> <noun>, where <noun> relates to the scope of the Business Process, <adjective> qualifies the business Process instance]] Design Authority [<identifier> / <name> of Organisational Unit or Organisational Cell with the authority to design/maintain this particular instance] Enterprise Language standards

35 Example of « Business Process » - Descriptives
DESCRIPTION [textual description] OBJECTIVES [non-empty list of Objectives to be fulfilled by the Business Process instance CONSTRAINTS ['NIL' or list of Constraints imposed on the BP instance] PERFORMANCE INDICATORS ['NIL' or list of the metrics or measures by which achievement of the objectives can be assessed] DECLARATIVE RULES ['NIL' or list of Declarative Rules applicable to this Business Process instance] INPUTS [non-empty list of <identifier> / <name> of all Object View instances, occurrences of which can be received by occurrences of the Business Process instance] [non-empty list of <identifier> / <name> / <source domain> of all Events , instances of which can be received by occurrences of the Business Process instance] Enterprise Language standards

36 Example of « Business Process » - Descriptives
OUTPUTS [non-empty list of <identifier> / <name> of all Object View instances, occurrences of which can be sent by occurrences of the Business Process instance] [non-empty list of <identifier> / <name> / <sink domain> of all Events, instances of which can be sent by occurrences of the Business Process instance] PROCESS BEHAVIOUR [non-empty set of Behavioural Rules expressed using the syntax defined for Process Behaviour as defined in 6.3.3] PRIORITY [Integer in a range <min, max> where min and max are integers representing the lowest and highest priorities respectively] Enterprise Language standards

37 Example of « Business Process » - Relationships
WHERE USED [<identifier> / <name> of the Domain employing this Business Process instance] CONSISTSOF [non-empty list of <identifier> / <name> of all Business Process and Enterprise Activity instances that are employed directly (i.e. at the next level of decomposition) by this Business Process instance] Operation Responsibility [<identifier> / <name> of Organisational Unit or Organisational Cell with responsibility for operation of this instance Authority [<identifier> / <name> of Organisational Unit or Organisational Cell with authority for operation of this instance] Enterprise Language standards

38 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

39 BPMN BPMN “Business Process Model and Notation”
Originally created by BPMI as a simple notation for describing processes from a business perspective Since its move to OMG, it became “IT enabled” and much more expressive (and subsequently more difficult for non-it users) The coming BPMN 2.0 is a widely encompassing specification for describing activities in many relationship situations BPMN 2.0 is “interpretable” Uses XML Schema, XPath, and WSDL, Includes XSD / XMI serialization Defines a formal mapping to BPEL4WS, though not all BPMN model can be translated to BPEL which focuses on Web service orchestration Enterprise Language standards

40 A limited scope In the context of an Enterprise Language, BPMN offers a lexical and graphical semantics for describing collaborative behavioral aspects Does not address Definition of organizational models and resources Modeling of functional breakdowns Data and information models Modeling of strategy Business rules models Enterprise Language standards

41 BPMN interactions types
BPMN defines 2 types of interaction types Process Choreography BPMN defines 2 types of interaction scenarios Collaboration Conversation Enterprise Language standards

42 BPMN element types BPMN defines a formal semantics for describing behavioral intaractions Flow Objects Events, Activities, Gateways Data Data Objects, Data Inputs, Data Outputs, Data Stores, Properties Connecting Objects Sequence Flow, Message Flow, Association, Data Association Swimlanes Pools, Lanes Artifacts Group, Text Annotation Enterprise Language standards

43 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

44 ISA-88 and ISA-95 An XML schema specification B2MML
KP_T-8895_Overview_Modeling_v1_en.pptx 11/2009 ISA-88 and ISA-95 ISO/IEC62264 – ISA- 88 – Batch Control Object Design of automation applications for flexible manufacturing Manufacturing solutions Interoperability and information history Product lifecyle from the definition of physico-chemical transformations to operating procedure for target facilities Initially designed for Batch processes, but applicable to any type of process ISO/IEC62264 – ISA-95 Enteprise – Control System Integration Communication between business and manufacturing systems Typically between ERPs and SCADA/MES Extending to intra operations management level communications Classification of manufacturing operations management Typical MES systems functionalities Not really a model, not exactly a thesaurus – almost an MES “tutorial” An XML schema specification B2MML Enterprise Language standards CCM (R) BOK

45 ISA-88/ISA-95 modeling framework
KP_T-8895_Overview_Modeling_v1_en.pptx 11/2009 ISA-88/ISA-95 modeling framework ISA-95 Product Asset Management Inventory Asset Management Physical Asset Management Human Asset Management IT Asset Management ISA-88 TOGAF ITIL ISA-88 + ISA-95 Enterprise Language standards CCM (R) BOK

46 ISA95 extended physical model (Actual Facility layout)
KP_T-8895_Overview_Modeling_v1_en.pptx 11/2009 ISA95 extended physical model (Actual Facility layout) ENTERPRISE PROCESS CELL UNIT BATCH (ISA88) PRODUCTION UNIT CONTINUOUS PROCESS PRODUCTION LINE WORK CELL DISCRETE PROCESS STORAGE ZONE UNIT WAREHOUSE SITE AREA WORK CENTER WORK UNIT Product Asset Physical Asset Human Asset IT Asset Inventory Asset EQUIPMENT MODULE CONTROL MODULE Enterprise Language standards CCM (R) BOK

47 ISA95 Operational Activity Model
KP_T-8895_Overview_Modeling_v1_en.pptx 11/2009 ISA95 Operational Activity Model 4. Data collection 3. Execution 8. Resource management 2. Dispatching 5. Tracking 1.Detailed scheduling 7. Definition 6. Analysis Product Asset Physical Asset Human Asset IT Asset Inventory Asset Production Other Discuss why these are called core issues and explain the difference between this definition and the MESA model. Quality Control Inventory Maintenance Enterprise Language standards CCM (R) BOK

48 ISA-88/95 Modeling elements
KP_T-8895_Overview_Modeling_v1_en.pptx 11/2009 ISA-88/95 Modeling elements Domain Model Std Information elements Product Asset Process Product ISA88 ISA95 Product Hierarchy Product Definition Inventory Asset Material Material Resources Equipment Asset Physical Equipment Equipment Hierarchy Equipment Resources Human Asset Personnel - Personnel Hierarchy Personnel Resources Equipment Control Procedural Functional Hierarchy Equipment Procedural Elements Physical Process Control Physical Processes / Procedural Elements Physical Process Transform Components Physical Process Mngt Segment Segments Operation Process Mngt Operation Activity Operation Processes Activities / Tasks Enterprise Language standards CCM (R) BOK

49 Introduction ISO15000-5 UN/CEFACT CCTS OPC UA ISO15926 ISO15414
BPMN ISO62264/ISA-95 + IEC61512/ISA-88 ISO11179 Enterprise Language standards

50 ISO11179 ISO11179 “Information Technology – Metadata registries”
A semantic registry records all concepts as lexicon of unique terms They can be categorized i.e. Basic vocabulary Abstract concepts (not specific to a particular business context) Simple, Enumerated or Non enumerated Complex Business concepts (meaningful in specific situations) ISO11179 Supports semantic definition Register data representation: occurrences of concepts in actual situations – IT solution, local terminologies Handles reference data management Define principles for consistent naming and clear descriptions Enterprise Language standards

51 ISO 11179 Titre: Information technology — Metadata registries (MDR)
Part 1: Framework Vue d’ensemble Part 2: Classification Extrait du méta-modèle partie 3 concernant la classification Part 3: Registry metamodel and basic attributes Définit le meta-modèle pour gérer les données de référence Part 4: Formulation of data definitions Définit des principe pour exprimer clairement les définitions Part 5: Naming and identification principles Définit des principes d’identification et de nommage Part 6: Registration Définit le processus d’enregistrement des méta-données Enterprise Language standards

52 ISO11179 meta model « Value » « Measure » « PT104 » « Temperature »
Enterprise Language standards

53 ISO11179 data administration
Enterprise Language standards

54 Thank You ! Enterprise Language standards CCM00-00_01_INTRO_OVW_en
04/2009 Thank You ! Enterprise Language standards CCM (R) BOK


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