IEC 62264-3:2007

INTERNATIONAL IEC
STANDARD
CEI



62264-3
NORME


First edition
INTERNATIONALE
Première édition
2007-06

Enterprise-control system integration –
Part 3:
Activity models of manufacturing
operations management

Intégration du système
de commande d’entreprise –
Partie 3:
Modèles d’activités pour la gestion
des opérations de fabrication
Reference number
Numéro de référence
IEC/CEI 62264-3:2007

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INTERNATIONAL IEC
STANDARD
CEI



62264-3
NORME


First edition
INTERNATIONALE

Première édition
2007-06


Enterprise-control system integration –
Part 3:
Activity models of manufacturing
operations management

Intégration du système
de commande d’entreprise –
Partie 3:
Modèles d’activités pour la gestion
des opérations de fabrication
PRICE CODE
XE
CODE PRIX
For price, see current catalogue
Pour prix, voir catalogue en vigueur

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– 2 – 62264-3 © IEC:2007
CONTENTS

FOREWORD.6
INTRODUCTION.8

1 Scope.9
2 Normative references .9
3 Terms, definitions and abbreviations .9
3.1 Terms and definitions .9
3.2 Abbreviations .11
4 Structuring models .12
4.1 Manufacturing operations management .12
4.2 Functional hierarchy.13
4.3 Manufacturing operations management elements .15
4.4 Criterion for defining activities below Level 4.15
4.5 Categories of production information .15
4.6 Manufacturing operations information.16
5 Structuring models .17
5.1 Generic template for categories of manufacturing operations management .17
5.2 Interaction among generic activity models .18
5.3 Expanded equipment hierarchy model .20
5.4 Expanded decision hierarchy model .22
5.5 Hierarchy of planning and scheduling .25
5.6 Resource definition for scheduling activities .26
6 Production operations management.27
6.1 General activities in production operations management .27
6.2 Production operations management activity model .27
6.3 Information exchange in production operations management.28
6.4 Product definition management .29
6.5 Production resource management .31
6.6 Detailed production scheduling.34
6.7 Production dispatching .37
6.8 Production execution management.41
6.9 Production data collection .42
6.10 Production tracking .43
6.11 Production performance analysis.45
7 Maintenance operations management .50
7.1 General activities in maintenance operations management.50
7.2 Maintenance operations management activity model .50
7.3 Information exchanged in maintenance operations management .51
7.4 Maintenance definition management .53
7.5 Maintenance resource management .54
7.6 Detailed maintenance scheduling .54
7.7 Maintenance dispatching .55
7.8 Maintenance execution management.55

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62264-3 © IEC:2007 – 3 –
7.9 Maintenance data collection .55
7.10 Maintenance tracking .55
7.11 Maintenance analysis .56
8 Quality operations management .57
8.1 General activities in quality operations management .57
8.2 Quality test operations activity model .59
8.3 Information exchanged in quality test operations management .60
8.4 Quality test definition management.62
8.5 Quality test resource management .62
8.6 Detailed quality test scheduling .63
8.7 Quality test dispatching .64
8.8 Quality test execution management.64
8.9 Quality test data collection .65
8.10 Quality test tracking .65
8.11 Quality performance analysis .65
8.12 Supported activities.66
9 Inventory operations management.67
9.1 General activities in inventory operations management .67
9.2 Inventory operations management activity model .68
9.3 Information exchanged in inventory operations management.69
9.4 Inventory definition management.70
9.5 Inventory resource management .70
9.6 Detailed inventory scheduling.71
9.7 Inventory dispatching .72
9.8 Inventory execution management .72
9.9 Inventory tracking.73
9.10 Inventory analysis .74
10 Completeness, compliance and conformance .75
10.1 Completeness .75
10.2 Compliance .75
10.3 Conformance.75

Annex A (informative) Other enterprise activities affecting manufacturing operations .76
Annex B (informative) Technical and responsibility boundaries .81
Annex C (informative) Scheduling hierarchy.86
Annex D (informative) Associated standards.88
Annex E (informative) Frequently asked questions.92
Annex F (informative) Applying the decision hierarchy model to manufacturing
operations management.95
Annex G (informative) Mapping PSLX ontology to manufacturing operations management. 100
Annex H (informative) Advanced planning and scheduling concepts for manufacturing
operations management.105

Bibliography.109

Figure 1 – Manufacturing operations management model .13

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– 4 – 62264-3 © IEC:2007
Figure 2 – Multi-level functional hierarchy of activities .14
Figure 3 – Activity relationships .14
Figure 4 – Categories of information exchange .16
Figure 5 – Manufacturing operations information.17
Figure 6 – Generic activity model of manufacturing operations management .18
Figure 7 – Detailed scheduling interactions.20
Figure 8 – Typical expanded equipment hierarchy .21
Figure 9 – Work centres and work units .22
Figure 10 – Decision hierarchy model framework for Level 3.23
Figure 11 – Decision-making with two variables .24
Figure 12 – Schematic relationship of planning and scheduling.25
Figure 13 – Projected inventory for a consumable resource .26
Figure 14 – Activity model of production operations management .28
Figure 15 – Product definition management activity model interfaces.29
Figure 16 – Production resource management activity model interfaces.31
Figure 17 – Resource management capacity reporting.33
Figure 18 – Detailed production scheduling activity model interfaces .35
Figure 19 – Splitting and merging production schedules to detailed production schedules .36
Figure 20 – Detailed production schedule .37
Figure 21 – Production dispatching activity model interfaces .38
Figure 22 – Sample production dispatch list.39
Figure 23 – Work dispatching for mixed process facility .40
Figure 24 – Production execution management activity model interfaces .41
Figure 25 – Production data collection activity model interfaces.43
Figure 26 – Production tracking activity model interfaces.44
Figure 27 – Merging and splitting production tracking information .45
Figure 28 – Production performance analysis activity model interfaces .46
Figure 29 – Activity model of maintenance operations management.51
Figure 30 – Activity model of quality test operations management .60
Figure 31 – Activity model of inventory operations management .68
Figure 32 – Inventory data collection activity model .73
Figure A.1 – Other enterprise activities affecting manufacturing operations .76
Figure A.2 – Functions in management of regulatory compliance .79
Figure B.1 – Different boundaries of responsibility .82
Figure B.2 – Lines of technical integration .84
Figure C.1 – Sample hierarchy of schedules and scheduling activities. .87
Figure E.1 – PRM scope and standard focus .93
Figure F.1 – Decision hierarchy within an operational category.96
Figure F.2 – Decision hierarchy within an activity.96
Figure F.3 – Examples of decision hierarchies for resource management .97
Figure G.1 – PSLX ontology, part 1.103
Figure G.2 – PSLX ontology, part 2.103
Figure G.3 – PSLX ontology, part 3.104
Figure H.1 – Levels of decision-making for production . 107

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62264-3 © IEC:2007 – 5 –
Table 1 – Storage zone and storage unit examples.21
Table G.1 – IEC 62264 relationship to PSLX.101

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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
international co-operation on all questions concerning standardization in the electrical and electronic fields. To
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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.

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62264-3 © IEC:2007 – 7 –
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.

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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 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.

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62264-3 © IEC:2007 – 9 –
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

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– 10 – 62264-3 © IEC:2007
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
...