SIST EN 62264-5:2017

SLOVENSKI STANDARD
01-maj-2017
1DGRPHãþD
SIST EN 62264-5:2012
Integracija sistemov za upravljanje podjetij - 5. del: Prenosi posla v proizvodnjo
(IEC 62264-5:2016)
Enterprise-control system integration - Part 5: Business to manufacturing transactions
(IEC 62264-5:2016)
Integration von Unternehmensführungs- und Leitsystemen - Teil 5: Transaktionen
zwischen Unternehmungsführungs- und Produktionsleitsystemen (IEC 62264-5:2016)
Intégration du système de commande d'entreprise - Partie 5 : transactions entre
systèmes de gestion de commande d'entreprise et systèmes de fabrication (IEC 62264-
5:2016)
Ta slovenski standard je istoveten z: EN 62264-5:2016
ICS:
03.100.01 Organizacija in vodenje Company organization and
podjetja na splošno management in general
25.040.01 Sistemi za avtomatizacijo v Industrial automation
industriji na splošno systems in general
35.240.50 Uporabniške rešitve IT v IT applications in industry
industriji
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EUROPEAN STANDARD EN 62264-5
NORME EUROPÉENNE
EUROPÄISCHE NORM
November 2016
ICS 25.040.99; 35.100; 35.200 Supersedes EN 62264-5:2012
English Version
Enterprise-control system integration -
Part 5: Business to manufacturing transactions
(IEC 62264-5:2016)
Intégration du système de commande d'entreprise -  Integration von Unternehmensführungs- und Leitsystemen -
Partie 5 : Transactions entre systèmes de gestion de Teil 5: Transaktionen zwischen Unternehmungsführungs-
commande d'entreprise et systèmes de fabrication und Produktionsleitsystemen
(IEC 62264-5:2016) (IEC 62264-5:2016)
This European Standard was approved by CENELEC on 2016-08-23. CENELEC members are bound to comply with the CEN/CENELEC
Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.
Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC
Management Centre or to any CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by translation
under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the
same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic,
Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and the United Kingdom.

European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels
© 2016 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN 62264-5:2016 E
European foreword
The text of document 65E/459/CDV, future edition 2 of IEC 62264-5, prepared by SC 65E "Devices
and integration in enterprise systems", of IEC/TC 65 "Industrial-process measurement, control and
automation" and ISO/SC 5/JWG 5, of ISO/TC 184 "Automation systems and integration" was
submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN 62264-5:2016.
The following dates are fixed:
• latest date by which the document has to be implemented at (dop) 2017-05-25
national level by publication of an identical national
standard or by endorsement
(dow) 2019-11-25
• latest date by which the national standards conflicting with
the document have to be withdrawn

This document supersedes EN 62264-5:2012
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC [and/or CEN] shall not be held responsible for identifying any or all such
patent rights.
Endorsement notice
The text of the International Standard IEC 62264-5:2016 was approved by CENELEC as a European
Standard without any modification.
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications
The following documents, in whole or in part, are normatively referenced in this document and are
indispensable for its application. For dated references, only the edition cited applies. For undated
references, the latest edition of the referenced document (including any amendments) applies.
NOTE 1 When an International Publication has been modified by common modifications, indicated by (mod),
the relevant EN/HD applies.
NOTE 2 Up-to-date information on the latest versions of the European Standards listed in this annex is
available here: www.cenelec.eu.

Publication Year Title EN/HD Year
IEC 62264-2 2013 Enterprise-control system integration - EN 62264-2 2013
Part 2: Objects and attributes for
enterprise-control system integration
IEC 62264-3 -  Enterprise-control system integration - EN 62264-3 -
Part 3: Activity models of manufacturing
operations management
IEC 62264-4 -  Enterprise-control system integration - EN 62264-4 -
Part 4: Object model attributes for
manufacturing operations management
integration
ISO/IEC 19501 -  Information technology - Open - -
Distributed Processing - Unified
Modeling Language (UML) Version 1.4.2
ISO 8601 -  Data elements and interchange - -
formats - Information interchange -
Representation of dates and times

IEC 62264-5
Edition 2.0 2016-07
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Enterprise-control system integration –

Part 5: Business to manufacturing transactions

Intégration du système de commande d’entreprise –

Partie 5: Transactions entre systèmes de gestion de commande d’entreprise et

systèmes de fabrication
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 25.040.99; 35.100; 35.200 ISBN 978-2-8322-3523-2

– 2 – IEC 62264-5:2016 © IEC 2016
CONTENTS
FOREWORD . 11
INTRODUCTION . 13
1 Scope . 14
2 Normative references. 14
3 Terms, definitions, abbreviations, and conventions . 15
3.1 Terms and definitions . 15
3.2 Abbreviations . 15
3.3 Conventions . 16
4 Transaction messages and verbs . 16
4.1 General . 16
4.2 Transaction models . 17
4.3 Message structure . 18
4.3.1 General structure . 18
4.3.2 Application identification area . 19
4.3.3 Data area . 19
4.3.4 Message nouns . 20
4.3.5 Wildcard . 20
5 Message verbs . 21
5.1 Verbs and transaction models . 21
5.2 GET verb . 23
5.3 SHOW verb . 24
5.4 PROCESS verb . 24
5.5 ACKNOWLEDGE verb . 25
5.6 CHANGE verb . 26
5.7 CANCEL verb . 26
5.8 CONFIRM verb . 27
5.9 RESPOND verb . 29
5.10 SYNC verb . 29
5.11 SYNC ADD verb . 30
5.12 SYNC CHANGE verb . 30
5.13 SYNC DELETE verb . 30
5.14 Verb actions and the use of IDs . 31
6 Message nouns . 31
6.1 General . 31
6.2 Defined message contents . 31
6.2.1 Equipment . 31
6.2.2 Equipment Capability Test Specification . 31
6.2.3 Equipment Class . 31
6.2.4 Job List . 31
6.2.5 Job Response . 32
6.2.6 Job Response List . 32
6.2.7 Material Class . 32
6.2.8 Material Definition . 32
6.2.9 Material Lot . 33
6.2.10 Material Sublot . 33
6.2.11 Material Test Specification . 33

IEC 62264-5:2016 © IEC 2016 – 3 –
6.2.12 Operations Capability . 33
6.2.13 Operations Definition . 33
6.2.14 Operations Schedule . 34
6.2.15 Operations Performance . 34
6.2.16 Person . 34
6.2.17 Personnel Class . 35
6.2.18 Physical Asset . 35
6.2.19 Physical Asset Class . 35
6.2.20 Physical Asset Capability Test Specification . 35
6.2.21 Process Segment . 35
6.2.22 Resource Relationship Network . 35
6.2.23 Resource Relationship Network Connection Type . 36
6.2.24 Qualification Test Specification . 36
6.2.25 Transaction Profile . 36
6.2.26 Work Alert Definition . 36
6.2.27 Work Alert . 36
6.2.28 Work Calendar Definition . 36
6.2.29 Work Calendar . 36
6.2.30 Work Capability . 37
6.2.31 Work Directive . 37
6.2.32 Work Master . 37
6.2.33 Work Performance . 38
6.2.34 Work Record . 38
6.2.35 Work Schedule . 38
6.2.36 Workflow Specification . 38
6.2.37 Workflow Specification Type . 39
6.2.38 Production specific models . 39
6.3 Personnel model . 41
6.3.1 Personnel model elements . 41
6.3.2 Personnel Class verbs . 41
6.3.3 Personnel Class verb actions . 41
6.3.4 Person verbs . 44
6.3.5 Person verb actions . 44
6.3.6 Qualification Test Specification verbs . 47
6.3.7 Qualification Test Specification verb actions . 47
6.4 Role based equipment model . 49
6.4.1 Role based equipment model elements . 49
6.4.2 Equipment Class verbs. 49
6.4.3 Equipment Class verb actions . 49
6.4.4 Equipment verbs . 52
6.4.5 Equipment verb actions . 52
6.4.6 Equipment Capability Test Specification verbs . 55
6.4.7 Equipment Capability Test Specification verb actions . 55
6.5 Physical Asset model . 56
6.5.1 Physical Asset model elements . 56
6.5.2 Physical Asset Class verbs . 57
6.5.3 Physical Asset Class verb actions . 57
6.5.4 Physical Asset verbs . 60
6.5.5 Physical Asset verb actions . 60

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6.5.6 Physical Asset Capability Test Specification verbs . 63
6.5.7 Physical Asset Capability Test Specification verb actions . 63
6.6 Material model . 64
6.6.1 Material model elements . 64
6.6.2 Material Class verbs . 65
6.6.3 Material Class verb actions . 65
6.6.4 Material Definition verbs . 68
6.6.5 Material Definition verb actions . 68
6.6.6 Material Lot verbs . 71
6.6.7 Material Lot verb actions . 71
6.6.8 Material Sublot verbs . 74
6.6.9 Material Sublot verb actions . 74
6.6.10 Material Test Specification verbs . 77
6.6.11 Material Test Specification verb actions . 77
6.7 Process Segment model . 79
6.7.1 Process Segment model elements . 79
6.7.2 Process Segment verbs . 79
6.7.3 Process Segment verb actions . 79
6.8 Operations Capability model . 80
6.8.1 Operations Capability model elements . 80
6.8.2 Operations Capability verbs . 81
6.8.3 Operations Capability verb actions . 81
6.9 Operations Definition model . 84
6.9.1 Operations Definition model elements . 84
6.9.2 Operations Definition verbs . 85
6.9.3 Operations Definition verb actions . 85
6.10 Operations Schedule model . 86
6.10.1 Operations Schedule model elements . 86
6.10.2 Operations Schedule verbs . 87
6.10.3 Operations Schedule verb actions . 87
6.11 Operations Performance model . 89
6.11.1 Operations Performance model elements. 89
6.11.2 Operations Performance verbs . 90
6.11.3 Operations Performance verb actions . 90
6.12 Resource Relationship Network model . 93
6.12.1 Resource Relationship Network model elements . 93
6.12.2 Resource Relationship Network verbs . 93
6.12.3 Resource Relationship Network verb actions . 93
6.12.4 Resource Relationship Connection Type verbs . 94
6.12.5 Resource Relationship Connection Type verb actions . 94
6.13 Work Alerts . 95
6.13.1 Work Alert model elements . 95
6.13.2 Work Alert Definition verbs . 96
6.13.3 Work Alert Definition actions . 96
6.13.4 Work Alert verbs . 98
6.13.5 Work Alert verb actions . 98
6.14 Work Calendar . 99
6.14.1 Work Calendar elements . 99
6.14.2 Work Calendar Definition verbs . 100

IEC 62264-5:2016 © IEC 2016 – 5 –
6.14.3 Work Calendar Definition actions . 100
6.14.4 Work Calendar verbs . 101
6.14.5 Work Calendar actions . 101
6.15 Work Capability model . 102
6.15.1 Work Capability model elements . 102
6.15.2 Work Capability verbs . 103
6.15.3 Work Capability verb actions . 103
6.16 Work Definition model . 106
6.16.1 Work Definition model elements . 106
6.16.2 Work Master verbs . 107
6.16.3 Work Master verb actions . 107
6.16.4 Work Directive verbs . 108
6.16.5 Work Directive verb actions . 108
6.17 Work Record . 109
6.17.1 Work Record elements . 109
6.17.2 Work Record verbs . 110
6.17.3 Work Record verb actions . 110
6.18 Work Schedule model . 111
6.18.1 Work Schedule elements . 111
6.18.2 Work Schedule verbs . 112
6.18.3 Work Schedule verb actions . 112
6.18.4 Job List verbs . 113
6.18.5 Job List verb actions . 113
6.19 Work Performance model . 115
6.19.1 Work Performance elements. 115
6.19.2 Work Performance verbs . 115
6.19.3 Work Performance verb actions . 115
6.19.4 Job Response verbs . 117
6.19.5 Job Response verb actions . 117
6.19.6 Job Response List verbs . 118
6.19.7 Job Response List verb actions . 118
6.20 Workflow Specification model . 120
6.20.1 Workflow Specification elements . 120
6.20.2 Workflow Specification verbs . 120
6.20.3 Workflow Specification verb actions . 121
6.20.4 Workflow Specification Type . 121
6.20.5 Workflow Specification Type verbs . 122
6.20.6 Workflow Specification Type verb actions . 122
6.21 Transaction Profile . 123
7 Completeness, compliance and conformance . 124
7.1 Completeness . 124
7.2 Compliance . 124
7.3 Conformance . 125
Annex A (informative) Production operations transactions . 128
A.1 Product Definition model . 128
A.1.1 Product Definition model elements . 128
A.1.2 Product Definition verbs . 128
A.1.3 Product Definition verb actions . 128
A.2 Production Schedule model . 129

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A.2.1 Production Schedule model elements . 129
A.2.2 Production Schedule verbs . 130
A.2.3 Production Schedule verb actions . 130
A.3 Production Performance model . 132
A.3.1 Production Performance model elements . 132
A.3.2 Production Performance verbs. 133
A.3.3 Production Performance verb actions . 133
A.4 Production Capability model . 136
A.4.1 Production Capability model elements . 136
A.4.2 Production Capability verbs . 136
A.4.3 Production Capability verb actions . 136
Annex B (informative) Transaction models and business scenario examples . 140
B.1 Coordinating activities . 140
B.2 Usage scenarios . 141
B.3 Operations Schedule and Operations Performance . 141
B.3.1 Push model . 141
B.3.2 Pull model . 141
B.3.3 Publish model . 142
B.4 Operations Schedule changes . 142
B.4.1 Push model . 142
B.4.2 Publish model . 143
B.5 Operations Schedule cancelled . 144
B.5.1 Push model . 144
B.5.2 Push and pull model . 144
B.6 Daily Operations Performance . 145
B.6.1 Push model . 145
B.6.2 Pull model . 145
B.6.3 Publish model . 146
B.7 Operations Schedule based on Operations Capability . 146
B.7.1 Pull and push model . 146
B.7.2 Publish and push model . 147
B.8 Operations Schedule changes . 148
B.8.1 Push and pull model . 148
B.8.2 Publish model . 149
B.9 Material quantity changed . 150
B.9.1 Push model . 150
B.9.2 Publish and push model . 150
B.9.3 Push and pull model . 150
Annex C (informative) Questions on the use of transactions . 152
C.1 IDs . 152
C.2 Transactions . 152
C.3 Rollbacks . 152
C.4 CONFIRM verb . 152
C.5 Two phase commit . 152
C.6 Confirm on GET . 153
C.7 General query . 153
C.8 Nouns . 153
C.9 CONFIRM on any verb . 153
Annex D (informative) Patterns for verbs . 154

IEC 62264-5:2016 © IEC 2016 – 7 –
D.1 Patterns . 154
D.2 Actions for GET verb . 154
D.3 Actions for PROCESS verb . 155
D.4 Actions for CHANGE message . 156
D.5 Actions for CANCEL message . 157
D.6 Actions for SYNC message. 157
Annex E (informative) General rules for identifying nouns from object models . 159
E.1 Patterns . 159
E.2 Hierarchical object model . 159
E.3 Non-hierarchical object model . 160
Bibliography . 162

Figure 1 – Typical exchanged messages in a transaction . 18
Figure 2 – Typical exchanged data set . 18
Figure 3 – Typical layout of an application identification area . 19
Figure 4 – GET with wildcard and SHOW response . 21
Figure 5 – GET and SHOW transaction . 24
Figure 6 – PROCESS/ACKNOWLEDGE transaction with an "acknowledge always"
option . 25
Figure 7 – Example of ACKNOWLEDGE to a PROCESS message . 26
Figure 8 – CHANGE/RESPOND transaction with a "respond always" option . 26
Figure 9 – CANCEL message . 27
Figure 10 – GET and SHOW transaction with a "confirm always" . 27
Figure 11 – Example of a GET message with "confirm OnError" . 28
Figure 12 – CONFIRM message . 29
Figure 13 – SYNC ADD transaction with confirmation . 30
Figure 14 – SYNC DELETE transaction with no confirmation . 30
Figure 15 – Object grouping for the personnel model . 41
Figure 16 – Object grouping for the role based equipment model . 49
Figure 17 – Object grouping for the Physical Asset model . 57
Figure 18 – Object grouping for the material model . 65
Figure 19 – Object grouping for the Process Segment model . 79
Figure 20 – Object grouping for the Operations Capability model . 81
Figure 21 – Object grouping for the Operations Definition model . 85
Figure 22 – Object grouping for the Operations Schedule model . 87
Figure 23 – Object grouping for the Operations Performance model . 90
Figure 24 – Object grouping for the Resource Relationship Network model . 93
Figure 25 – Object grouping for the Work Alert model . 96
Figure 26 – Object grouping for the Work Calendar model . 100
Figure 27 – Object grouping for the Work Capability model . 103
Figure 28 – Object grouping for the Work Definition model . 107
Figure 29 – Object grouping for the Work Record model . 110
Figure 30 – Object grouping for the Work Schedule model . 112
Figure 31 – Object grouping for the Work Performance model . 115

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Figure 32 – Object grouping for the Workflow Specification model . 120
Figure 33 – Transaction Profile model . 123
Figure A.1 – Object grouping for the Product Definition model . 128
Figure A.2 – Object grouping for the Production Schedule model . 130
Figure A.3 – Object grouping for the Production Performance model . 133
Figure A.4 – Object grouping for the Production Capability model . 136
Figure B.1 – Coordinating planning and operations processes . 140
Figure B.2 – Push model: Operations Schedule and Operations Performance . 141
Figure B.3 – Pull model: Operations Schedule and Operations Performance . 142
Figure B.4 – Publish model: Operations Schedule and Operations Performance . 142
Figure B.5 – Push model: Operations Schedule changes . 143
Figure B.6 – Publish model: With schedule changes . 144
Figure B.7 – Push model: Operations Schedule cancelled . 144
Figure B.8 – Push and pull model: Schedule cancelled . 145
Figure B.9 – Push model: Daily Operations Performance . 145
Figure B.10 – Pull model: Daily Operations Performance . 146
Figure B.11 – Publish model: Daily Operations Schedule . 146
Figure B.12 – Pull and push model: Operations Capability and Operations Schedule . 147
Figure B.13 – Publish and push model: Operations Capability and Operations Schedule . 148
Figure B.14 – Push and pull model: Schedule changes . 149
Figure B.15 – Publish model: Schedule changes after capability changes . 149
Figure B.16 – Push model: Material Lot added, Material Lot quantity changed . 150
Figure B.17 – Publish and push model: Material quantity changes . 150
Figure B.18 – Push and pull model: Material quantity changes . 151
Figure E.1 – Object model with composite relationships . 160
Figure E.2 – Example of multiple composite objects . 161

Table 1 – Defined verbs . 22
Table 2 – Acknowledge request options. 25
Table 3 – Acknowledge element . 25
Table 4 – Respond options . 26
Table 5 – Confirmation request options . 28
Table 6 – Respond element . 29
Table 7 – Personnel Class verb actions . 42
Table 8 – Person verb actions . 45
Table 9 – Qualification Test Specification verb actions . 48
Table 10 – Equipment Class verb actions . 50
Table 11 – Equipment verb actions . 53
Table 12 – Equipment Capability Test Specification verb actions .
...