IEC 62264-3:2016

IEC 62264-3
Edition 2.0 2016-12
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Enterprise-control system integration –
Part 3: Activity models of manufacturing operations management

Intégration des systèmes entreprise-contrôle –
Partie 3: Modèles d’activités pour la gestion des opérations de fabrication

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IEC 62264-3
Edition 2.0 2016-12
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Enterprise-control system integration –

Part 3: Activity models of manufacturing operations management

Intégration des systèmes entreprise-contrôle –

Partie 3: Modèles d’activités pour la gestion des opérations de fabrication

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 25.040.40; 35.240.50 ISBN 978-2-8322-3698-7

– 2 – IEC 62264-3:2016 © IEC 2016
CONTENTS
FOREWORD . 7
INTRODUCTION . 10
1 Scope . 11
2 Normative references . 11
3 Terms, definitions and abbreviations . 11
3.1 Terms and definitions. 11
3.2 Abbreviations . 13
4 Structuring concepts . 14
4.1 Activity models . 14
4.2 Manufacturing operations management elements . 14
5 Structuring models . 15
5.1 Generic template for categories of manufacturing operations management . 15
5.1.1 Template for management of operations . 15
5.1.2 Use of the generic model . 15
5.1.3 Generic activity model . 15
5.2 Interaction among generic activity models . 16
5.2.1 Information flows between generic activity models . 16
5.2.2 Handling resources within the generic activity models . 17
5.2.3 Scheduling interactions. 17
5.3 Hierarchy of planning and scheduling. 18
5.4 Resource definition for scheduling activities . 19
5.4.1 Consumed resources and non-consumed resources . 19
5.4.2 Resource capacity and availability . 20
6 Production operations management . 20
6.1 General activities in production operations management . 20
6.2 Production operations management activity model . 21
6.3 Information exchange in production operations management . 22
6.3.1 Equipment and process specific production rules . 22
6.3.2 Operational commands . 22
6.3.3 Operational responses . 22
6.3.4 Equipment and process specific data . 22
6.4 Product definition management . 22
6.4.1 Activity definition of product definition management . 22
6.4.2 Activity model of product definition management . 23
6.4.3 Tasks in product definition management . 23
6.4.4 Product definition management information . 24
6.5 Production resource management . 24
6.5.1 Activity definition of production resource management . 24
6.5.2 Activity model of production resource management . 25
6.5.3 Tasks in production resource management . 25
6.5.4 Production resource management information . 27
6.6 Detailed production scheduling . 28
6.6.1 Activity definition of detailed production scheduling . 28
6.6.2 Activity model of detailed production scheduling . 28
6.6.3 Tasks in detailed production scheduling . 29
6.6.4 Detailed production scheduling information . 31

6.7 Production dispatching . 31
6.7.1 Activity definition of production dispatching . 31
6.7.2 Activity model of production dispatching . 32
6.7.3 Tasks in production dispatching . 32
6.7.4 Production dispatching information . 34
6.8 Production execution management . 35
6.8.1 Activity definition of production execution management . 35
6.8.2 Activity model of production execution management . 35
6.8.3 Tasks in production execution management . 36
6.9 Production data collection . 37
6.9.1 Activity definition in production data collection . 37
6.9.2 Activity model of production data collection . 37
6.9.3 Tasks in production data collection . 37
6.10 Production tracking . 38
6.10.1 Activity definition of production tracking . 38
6.10.2 Activity model of production tracking . 38
6.10.3 Tasks in production tracking . 38
6.11 Production performance analysis . 40
6.11.1 Activity definition of production performance analysis . 40
6.11.2 Activity model of production performance analysis . 40
6.11.3 Tasks in production performance analysis . 40
7 Maintenance operations management . 44
7.1 General activities in maintenance operations management . 44
7.2 Maintenance operations management activity model . 44
7.3 Information exchanged in maintenance operations management . 45
7.3.1 Maintenance information . 45
7.3.2 Maintenance definitions . 45
7.3.3 Maintenance capability . 46
7.3.4 Maintenance request . 46
7.3.5 Maintenance response . 46
7.3.6 Equipment-specific maintenance procedures . 46
7.3.7 Maintenance commands and procedures . 46
7.3.8 Maintenance results . 47
7.3.9 Equipment state-of-health data . 47
7.4 Maintenance definition management . 47
7.5 Maintenance resource management . 48
7.6 Detailed maintenance scheduling . 48
7.7 Maintenance dispatching . 49
7.8 Maintenance execution management . 49
7.9 Maintenance data collection . 49
7.10 Maintenance tracking . 49
7.11 Maintenance performance analysis . 50
8 Quality operations management . 51
8.1 General activities in quality operations management . 51
8.1.1 Quality operations management activities . 51
8.1.2 Quality operations scope . 51
8.1.3 Quality test operations management . 51
8.1.4 Types of testing . 52
8.1.5 Testing locations and times . 52

– 4 – IEC 62264-3:2016 © IEC 2016
8.1.6 Quality systems . 53
8.2 Quality test operations activity model . 53
8.3 Information exchanged in quality test operations management . 54
8.3.1 Quality test definitions . 54
8.3.2 Quality test capability . 54
8.3.3 Quality test request . 55
8.3.4 Quality test response . 55
8.3.5 Quality parameters and procedures . 55
8.3.6 Test commands . 55
8.3.7 Test responses . 55
8.3.8 Quality-specific data . 56
8.4 Quality test definition management . 56
8.5 Quality test resource management . 56
8.6 Detailed quality test scheduling . 57
8.7 Quality test dispatching . 58
8.8 Quality test execution management . 58
8.8.1 General . 58
8.8.2 Testing . 58
8.9 Quality test data collection . 59
8.10 Quality test tracking . 59
8.11 Quality test performance analysis . 59
8.11.1 General . 59
8.11.2 Quality resource traceability analysis . 60
8.11.3 Quality indicators . 60
8.12 Supported activities . 60
9 Inventory operations management . 61
9.1 General activities in inventory operations management . 61
9.2 Inventory operations management activity model . 61
9.3 Information exchanged in inventory operations management . 62
9.3.1 Inventory definitions . 62
9.3.2 Inventory capability . 63
9.3.3 Inventory requests . 63
9.3.4 Inventory response . 63
9.3.5 Inventory storage definitions . 63
9.3.6 Inventory commands. 63
9.3.7 Inventory replies . 63
9.3.8 Inventory-specific data . 64
9.4 Inventory definition management . 64
9.5 Inventory resource management . 64
9.6 Detailed inventory scheduling . 65
9.7 Inventory dispatching . 65
9.8 Inventory execution management . 66
9.9 Inventory data collection . 66
9.10 Inventory tracking . 67
9.11 Inventory performance analysis . 67
10 Completeness, compliance and conformance . 68
10.1 Completeness . 68
10.2 Compliance . 68
10.3 Conformance . 68

Annex A (informative) Technical and responsibility boundaries . 69
A.1 General . 69
A.2 Scope of responsibility . 69
A.3 Actual responsibility . 71
A.4 Technical integration . 71
A.5 Defining solutions . 73
Annex B (informative) Scheduling hierarchy . 74
Annex C (informative) Frequently asked questions. 76
C.1 Does this standard apply to more than just manufacturing applications? . 76
C.2 Why are the models more detailed for production operations management
than for the other categories ? . 76
C.3 What are some of the main expected uses of this standard ? . 76
C.4 How does this standard relate to enterprise-control system integration? . 76
C.5 How does this facilitate connection to ERP systems? . 76
C.6 Why is genealogy not discussed? . 76
C.7 Why are only some information flows shown? . 77
C.8 What industry does the standard apply to? . 77
C.9 What is the relation between this standard and MES? . 77
C.10 How does the QA (quality assurance) element in IEC 62264-1 relate to this
standard? . 77
Annex D (informative) Advanced planning and scheduling concepts for manufacturing
operations management. 78
D.1 General . 78
D.2 Fundamental technologies of APS . 78
D.3 Decision-making functions of APS . 79
Bibliography . 82

Figure 1 – Activity relationships . 14
Figure 2 – Generic activity model of manufacturing operations management . 16
Figure 3 – Detailed scheduling interactions . 18
Figure 4 – Schematic relationship of planning and scheduling. 19
Figure 5 –Inventory for a consumable resource . 20
Figure 6 – Activity model of production operations management . 21
Figure 7 – Product definition management activity model interfaces. 23
Figure 8 – Production resource management activity model interfaces . 25
Figure 9 – Resource management capacity reporting . 27
Figure 10 – Detailed production scheduling activity model interfaces . 29
Figure 11 – Splitting and merging production schedules to work schedules . 30
Figure 12 – Work schedule . 31
Figure 13 – Production dispatching activity model interfaces . 32
Figure 14 – Work dispatching for mixed process facility . 34
Figure 15 – Sample job list and job orders . 35
Figure 16 – Production execution management activity model interfaces . 36
Figure 17 – Production data collection activity model interfaces . 37
Figure 18 – Production tracking activity model interfaces . 38
Figure 19 – Merging and splitting production tracking information . 39

– 6 – IEC 62264-3:2016 © IEC 2016
Figure 20 – Production performance analysis activity model interfaces . 40
Figure 21 – Activity model of maintenance operations management . 45
Figure 22 – Activity model of quality test operations management . 54
Figure 23 – Activity model of inventory operations management . 62
Figure 24 – Inventory data collection activity model . 67
Figure A.1 – Different boundaries of responsibility . 70
Figure A.2 – Lines of technical integration . 72
Figure B.1 – Sample hierarchy of schedules and scheduling activities. . 75
Figure D.1 – Levels of decision-making for production . 80

INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
ENTERPRISE-CONTROL SYSTEM INTEGRATION –

Part 3: Activity models of manufacturing operations management

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
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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 62264-3 has been prepared by subcommittee 65E: Devices and
integration in enterprise systems, of IEC technical committee 65: Industrial-process
measurement, control and automation and ISO SC5, JWG 15, of ISO technical committee
184: Enterprise-control system integration.
It is published as a double logo standard.
This second edition cancels and replaces the first edition published in 2007. This edition
constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous
edition:
a) 4.1 Manufacturing Operations Management was moved to Part 1 and therefore was
removed from Part 3;
b) 4.2 Functional hierarchy was moved to Part 1 and therefore was removed from Part 3;

– 8 – IEC 62264-3:2016 © IEC 2016
c) 4.4 Criterion for defining activities below Level 4 was moved to Part 1 and therefore was
removed from Part 3;
d) 4.5 Categories of production information was moved to Part 1 and therefore was removed
from Part 3;
e) 4.6 Manufacturing operations information was moved to Part 1 and therefore was removed
from Part 3;
f) 5.3 Expanded equipment hierarchy model was moved to Part 1 and therefore was
removed from Part 3;
g) 5.4 Expanded decision hierarchy model was removed from Part 3. The corresponding
section was removed from Part 1 and replaced with a reference to ISO 15704;
h) Annex A (informative) Other enterprise activities affecting manufacturing operations was
moved to Part 1 and therefore was removed from Part 3;
i) Annex D (informative) Associated standards was moved to Part 1 and therefore was
removed from Part 3;
j) Annex F (informative) Applying the decision hierarchy model to manufacturing operations
management was removed from Part 3. The corresponding section was removed from
Part 1 and replaced with a reference to ISO 15704;
k) Annex G (informative) Mapping PSLX ontology to manufacturing operations management
was removed from Part 3. The committee felt that this section is more appropriate as a
PSLX white paper or TR;
l) The names for data were changed to match the Part 4 standard names. These name
changes were made in all figures and in the text. The following data names were changed
or added:
1) Detailed Production Schedule changed to Work Schedule,
2) Production Dispatch List changed to Job list,
3) Production Work Order changed to Job Order,
4) Work Order changed to Job Order,
5) Detailed Maintenance Schedule changed to Work Schedule,
6) Detailed Inventory Schedule changed to Work Schedule,
7) The addition of Work Masters as objects that define how work is to be done,
8) The addition of the management of Work Calendars as a task in resource management,
9) The addition of the creation of Work Records as a task in tracing.
The text of this standard is based on the following documents:
CDV Report on voting
65E/456/CDV 65E/513/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 having cast a vote.
This publication has been drafted in accordance with ISO/IEC Directives, Part 2.
A list of all parts in the IEC 62264 series, published 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 stability date indicated on the IEC website 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.
IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.
– 10 – IEC 62264-3:2016 © IEC 2016
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 62264-2 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.

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 document
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 document 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 documents are referred to in the text in such a way that some or all of their
content constitutes requirements 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 62264-1, Enterprise-control system integration – Part 1: Models and terminology
IEC 62264-2, Enterprise-control system integration – Part 2: Object and attributes for
enterprise-control system integration
ISO 22400-1, Automation systems and integration – Key performance indicators (KPIs) for
manufacturing operations management – Part 1: Overview, concepts and terminology
ISO 22400-2, Automation systems and integration – Key performance indicators for
manufacturing operations management – Part 2: Definitions and descriptions
3 Terms, definitions and abbreviations
3.1 Terms and definitions
3.1.1
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
3.1.2
inventory operations management
activities within Level 3 of a manufacturing facility which coordinate, direct, manage and track
inventory and material movement within manufacturing operations

– 12 – IEC 62264-3:2016 © IEC 2016
3.1.3
job list
collection of job orders for one or more work centers and/or resources for a specific time
frame
Note 1 to entry: This may take the form of job orders for the 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: Job lists are applicable to all operations management areas, such as maintenance, quality test
and inventory.
3.1.4
job order
unit of scheduled work that is dispatched for execution
3.1.5
key performance indicator
KPI
quantifiable level of achieving a critical objective
[SOURCE: ISO 22400-1-2014, 2.1.5]
3.1.6
maintenance operations management
activities within Level 3 of a manufacturing facility which coordinate, direct, manage 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
3.1.7
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
3.1.8
manufacturing operations management
activities within Level 3 of a manufacturing facility that coordinate, direct, manage and track
the personnel, equipment and materials 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.
3.1.9
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
3.1.10
quality operations management
activities within Level 3 of a manufacturing facility which coordinate, direct, manage and track
the functions that measure and report on quality
3.1.11
tracing
activity that provides an organized record of resource and product use from any point, forward
or backward, using tracking information

3.1.12
tracking
activity of recording attributes of resources and products through all steps of instantiation, use,
change and disposition
3.1.13
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”.
3.1.14
work master
type of work definition that is a template for work to be performed for a job order
3.1.15
work schedule
detailed schedule that defines production, maintenance, inventory or quality operations
activities, or any combination of the activities
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 d
...