IEC 62264-1:2003

INTERNATIONAL IEC
STANDARD
62264-1
First edition
2003-03
Enterprise-control system integration –
Part 1:
Models and terminology
Reference number
IEC 62264-1:2003(E)

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INTERNATIONAL IEC
STANDARD
62264-1
First edition
2003-03
Enterprise-control system integration –
Part 1:
Models and terminology
 IEC 2003
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– 2 – 62264-1  IEC:2003(E)
CONTENTS
FOREWORD . 5
INTRODUCTION .7
1 Scope. 9
2 Normative references . 9
3 Terms and definitions .10
4 Enterprise-control system integration overview.13
4.1 Introduction .13
4.2 Criteria for inclusion in manufacturing operations and control domain.14
5 Hierarchy models .15
5.1 Hierarchy model introduction .15
5.2 Scheduling and control hierarchy.15
5.3 Equipment hierarchy.19
5.4 Decision hierarchy .21
6 Functional data flow model.22
6.1 Functional data flow model contents .22
6.2 Functional data flow model notation.22
6.3 Functional enterprise-control model .23
6.4 Functions.23
6.5 Information flows .29
7 Object model.34
7.1 Model explanation .34
7.2 Categories of information.35
7.3 Object model structure.42
7.4 Object model extensibility .43
7.5 Resources and views.43
7.6 Production capability information .52
7.7 Product definition information .56
7.8 Production information.59
7.9 Model cross-reference .67
8 Completeness, compliance and conformance .70
8.1 Completeness.70
8.2 Compliance .70
8.3 Conformance .70
Annex A (informative) IEC 62264 relationship with some other standardization work in
the manufacturing related area.71
Annex B (informative) Business drivers and key performance indicators .77
Annex C (informative) Discussion on models.84
Annex D (informative) Selected elements of the Purdue Reference Model.87
Annex E (informative) PRM correlation to MESA International
model and IEC 62264 models.131
Annex F (informative) Systems, resources, capability, capacity and time .134
Bibliography.141

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62264-1  IEC:2003(E) – 3 –
Figure 1 – Outline of models in the standard .13
Figure 2 – Enterprise-control system interface .14
Figure 3 – Functional hierarchy .15
Figure 4 – Equipment hierarchy.19
Figure 5 – Functional enterprise/control model.23
Figure 6 – Areas of information exchange .35
Figure 7 – Production capability information.36
Figure 8 – Process segment capabilities .37
Figure 9 – Production information definition .38
Figure 10 – Example of process segments .39
Figure 11 – Possible information overlaps .40
Figure 12 – Production information.40
Figure 13 – Segment relationships .42
Figure 14 – Personnel model.44
Figure 15 – Equipment model.45
Figure 16 – Material model.48
Figure 17 – Process segment model .51
Figure 18 – Production capability model.53
Figure 19 – Process segment capability model.55
Figure 20 – Current and future capacities.56
Figure 21 – Product definition model .57
Figure 22 – Production schedule model.60
Figure 23 – Production performance model .64
Figure 24 – Object model inter-relations.68
Figure B.1 – Multiple business and production processes.78
Figure C.1 – Scope for Purdue Reference Model (PRM) for manufacturing.86
Figure D.1 – Assumed hierarchical computer control structure for a large
manufacturing complex .88
Figure D.2 – Assumed hierarchical computer control system structure for an industrial
plant.89
Figure D.3 – Assumed hierarchical computer control structure for an industrial
company to show Level 5 and its relationship to Level 4.90
Figure D.4 – Definition of the real tasks of the hierarchical computer control system (as
modified).94
Figure D.5 – Hierarchy arrangement of the steel plant control to show relationship of
hierarchy to plant structure.99
Figure D.6 – Hierarchy arrangement of the steel plant control system as studied for
energy optimization.99
Figure D.7 – Hierarchy arrangement of the paper-mill control to show relationship of
hierarchy to plant structure.100
Figure D.8 – The hierarchy control scheme as applied to a petrochemical plant .100
Figure D.9 – The hierarchy control scheme as applied to a pharmaceuticals plant .101
Figure D.10 – Computer-integrated manufacturing system (CIMS) (Cincinnati-Milicron
proposal).101
Figure D.11 – Relationship of the several classes of functional entities which comprise
the CIM reference model and computer-integrated manufacturing itself.109

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– 4 – 62264-1  IEC:2003(E)
Figure D.12 – Major external influences as used in the data-flow model.109
Figure D.13 – Requirements interfacing of corporate management and staff functional
entities to the factory.110
Figure D.14 – Report interfacing to corporate management and staff functional entities
from the factory.110
Figure D.15 – Interface of government regulations, etc., to the factory .111
Figure D.16 – 0.0 facility model.112
Figure D.17 – 1.0 order processing .113
Figure D.18 – 2.0 production scheduling .114
Figure D.19 – 3.0 production control .115
Figure D.20 – 3.1 process support engineering .116
Figure D.21 – 3.2 maintenance .117
Figure D.22 – 3.3 operations control .118
Figure D.23 – 4.0 materials and energy control .119
Figure D.24 – 5.0 procurement.120
Figure D.25 – 6.0 quality assurance .121
Figure D.26 – 7.0 product inventory .122
Figure D.27 – 8.0 cost accounting .123
Figure D.28 – 9.0 product shipping administration.124
Figure F.1 – Production or manufacturing system.137
Figure F.2 – IDEFO actigram .137
Table 1 – Yourdon notation used.22
Table 2 – UML notation used.43
Table 3 – Model cross-reference . 69-70
Table D.1 – Generic list of duties of all integrated information and automation systems .92
Table D.2 – An overall plant automation system provides.92
Table D.3 – Notes regarding optimization (improvement) of manufacturing efficiency.93
Table D.4 – Summary of duties of control computer systems.93
Table D.5 – Potential factors for facilitating integrated control system
development and use .95
Table D.6 – Required tasks of the intra-company management information system
(Level 4B of Figure D.1 or Figure D.2 or Level 5 of Figure D.3) .95
Table D.7 – Duties of the production scheduling and operational management level
(Levels 4A or 5A) .95
Table D.8 – Duties of the area level (Level 3).96
Table D.9 – Duties of the supervisory level (Level 2).97
Table D.10 – Duties of the control level (Level 1) .97
Table D.11 – Information flow model of generic production facility mini-specs
(definition of functions).102-108
Table D.12 – Correlation of information flow tasks with the tasks
of the scheduling and control hierarchy .125

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62264-1  IEC:2003(E) – 5 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
___________
ENTERPRISE-CONTROL SYSTEM INTEGRATION –
Part 1: Models and terminology
FOREWORD
1) The IEC (International Electrotechnical Commission) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of the 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, the IEC publishes International Standards. Their preparation is
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participate in this preparatory work. International, governmental and non-governmental organizations liaising
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Organization for Standardization (ISO) in accordance with conditions determined by agreement between the
two organizations.
2) The formal decisions or agreements of the 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 National Committees.
3) The documents produced have the form of recommendations for international use and are published in the form
of standards, technical specifications, technical reports or guides and they are accepted by the National
Committees in that sense.
4) In order to promote international unification, IEC National Committees undertake to apply IEC International
Standards transparently to the maximum extent possible in their national and regional standards. Any
divergence between the IEC Standard and the corresponding national or regional standard shall be clearly
indicated in the latter.
5) The IEC provides no marking procedure to indicate its approval and cannot be rendered responsible for any
equipment declared to be in conformity with one of its standards.
6) Attention is drawn to the possibility that some of the elements of this International Standard may be the subject
of patent rights. The IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 62264-1 has been developed by subcommittee 65A: System aspects,
of IEC technical committee 65: Industrial-process measurement and control, and by
ISO technical committee 184/SC5: Architecture, communication and integration frameworks.
This standard is based upon ANSI/ISA-95.00.01-2000, Enterprise-Control System Integration,
Part 1: Models and Terminology. It is used with permission of the copyright holder, the
*
Instrumentation, Systems and Automation Society (ISA) . ISA encourages the use and
application of its industry standards on a global basis.
This standard was submitted to the National Committees for voting under the Fast Track
Procedure as the following documents:
FDIS Report on voting
65A/369/FDIS 65A/373/RVD
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.
___________
*
For information on ISA standards, contact ISA at: ISA – The Instrumentation, Systems and Automation Society,
PO Box 12277, Research Triangle Park, NC 27709, USA, Tel. 1+919.549.8411, URL: standards.isa.org.

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– 6 – 62264-1  IEC:2003(E)
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
IEC 62264 consists of the following parts under the general title Enterprise-control system
integration:
– Part 1: Models and terminology
– Part 2: Object models and attributes
– Part 3: Models of manufacturing operations
The committee has decided that the contents of this publication will remain unchanged until
2006. At this date, the publication will be
• reconfirmed;
• withdrawn;
• replaced by a revised edition, or
• amended.
A bilingual version of this standard may be issued at a later date.

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62264-1  IEC:2003(E) – 7 –
INTRODUCTION
IEC 62264 is a multi-part standard that defines the interfaces between enterprise activities
and control activities. This standard provides standard models and terminology for describing
the interfaces between the business systems of an entreprise and its manufacturing-control
systems. The models and terminology presented in this standard
a) emphasize good integration practices of control systems with enterprise systems during
the entire life cycle of the systems;
b) can be used to improve existing integration capabilities 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. Some of the benefits produced will
a) reduce users' times 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 costs of automating manufacturing processes;
e) optimize supply chains; and
f) reduce life-cycle engineering efforts.
It is not the intent of this standard to
− suggest that there is only one way of implementing integration of control systems to
enterprise systems;
− force users to abandon their current methods of handling integration; or
− restrict development in the area of integration of control systems to enterprise systems.
This standard discusses the interface content between manufacturing-control functions and
other enterprise functions, based upon the Purdue Reference Model for CIM (hierarchical
form) as published by ISA. This standard presents a partial model or reference model as
defined in ISO 15704.
The scope of this standard is limited to describing the relevant functions in the enterprise and
the control domain and which objects are normally exchanged between these domains.
Subsequent parts will address how these objects can be exchanged in a robust, secure, and
cost-effective manner preserving the integrity of the complete system.
The intent of Clause 4 is to describe the context of the models in Clause 5 and Clause 6. It
gives the criteria used to determine the scope of the manufacturing control system domain.
Clause 4 does not contain the formal definitions of the models and terminology but describes
the context to understand the other clauses.
The intent of Clause 5 is to describe hierarchy models of the activities involved in
manufacturing-control enterprises. It presents in general terms the activities that are
associated with manufacturing control and the activities that occur at the business logistics
level. It also gives an equipment hierarchy model of equipment associated with manufacturing
control.

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The intent of Clause 6 is to describe a general model of the functions within an enterprise
which are concerned with the integration of business and control. It presents, in detail, an
abstract model of control functions and, in less detail, the business functions that interface to
control. The purpose is to establish a common terminology for functions involved in
information exchange.
The intent of Clause 7 is to state in detail the objects that make up the information streams
defined in Clause 6. The purpose is to establish a common terminology for the elements of
information exchanged.
Annex A defines the relationship of this standard with other related standardization work in
the manufacturing area.
The intent of Annex B is to present the business reasons for the information exchange
between business and control functions. The purpose is to establish a common terminology
for the reason for information exchange.
Annex C discusses the rationale for multiple models.
Annex D contains selected elements from the Purdue Reference Model that may be used to
place the functions described in Clauses 5 and 6 in context with the entire model.
Annex E is informative. It correlates the Purdue Reference Model to the MESA International
Model.
This standard is intended for those who are
– involved in designing, building, or operating manufacturing facilities;
– responsible for specifying interfaces between manufacturing and process control systems
and other systems of the business enterprise; or
– involved in designing, creating, marketing, and integrating automation products used to
interface manufacturing operations and business systems.
Annex F is a discussion of systems, resources, capability, capacity, and time as used in this
standard.

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62264-1  IEC:2003(E) – 9 –
ENTERPRISE-CONTROL SYSTEM INTEGRATION –
Part 1: Models and terminology
1 Scope
This standard describes the interface content between manufacturing control functions and
other enterprise functions. The interfaces considered are the interfaces between Levels 3 and
4 of the hierarchical model defined by this standard. The goal is to reduce the risk, cost, and
errors associated with implementing these interfaces.
The standard can be used to reduce the effort associated with implementing new product
offerings. The goal is to have enterprise systems and control systems that inter-operate and
easily integrate.
The scope of this standard is limited to
a) a presentation of the scope of the manufacturing operations and control domain;
b) a discussion of the organization of physical assets of an enterprise involved in
manufacturing;
c) a listing of the functions associated with the interface between control functions and
enterprise functions; and
d) a description of the information that is shared between control functions and enterprise
functions.
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
ISO/IEC 19501-1, Information technology – Unified Modeling Language (UML) – Part 1:
1
Specification
ISO 10303-1:1994, Industrial automation systems and integration – Product data
representation and exchange – Part 1: Overview and fundamental principles
ISO 15531-1, Industrial automation systems and integration – Industrial manufacturing
2
management data – Part 1: General overview
ISO 15704:2000, Industrial automation systems – Requirements for enterprise-reference
architectures and methodologies
___________
1
To be published.
2
To be published.

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3 Terms and definitions
For the purposes of this document, the following definitions apply.
3.1
area
physical, geographical or logical grouping determined by the site
NOTE It can contain process cells, production units, and production lines.
3.2
available capacity
portion of the production capacity that can be attained but is not committed to current or
future production
3.3
bill of lading
BOL
contract or receipt for goods that a carrier agrees to transport from one place to another and
to deliver to a designated person or that it assigns for compensation upon the conditions
stated therein
3.4
bill of material
BOM
listing of all the subassemblies, parts, and/or materials that are used in the production of
a product including the quantity of each material required to make a product
3.5
bill of resources
listing of all resources and when in the production process they are needed to produce
a product
NOTE It is also a listing of the key resources required to manufacture
...