30 Jan 08 PMA 2008 1

Paul van Exel, Director USPIUSPI: Association for the Oil, Gas, Process & Power IndustryPaul van Exel, Director USPIUSPI: Association for the Oil, Gas, Process & Power Industry

PROCESS MANAGEMENT ACADEMY EUROPE 2008

DüsseldorfWednesday 30 January 2008

Session 6: optimisation of engineering workflow

International Development of Standardisation in Process Industry

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AGENDA PROPOSED

1. INTERNATIONAL STANDARDS DEVELOPMENTS

2. NEED FOR INDUSTRY ORCHESTRATION

3. GLOBAL COOPERATION MODELS

4. KEY PRODUCT MODEL STANDARDS

5. LOGICAL ORDER OF DEVELOPMENT

1. INTERNATIONAL STANDARDS DEVELOPMENTS

2. NEED FOR INDUSTRY ORCHESTRATION

3. GLOBAL COOPERATION MODELS

4. KEY PRODUCT MODEL STANDARDS

5. LOGICAL ORDER OF DEVELOPMENT

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INTERNATIONAL STANDARDS DEVELOPMENT

I. USA

FIATECH, ECCMA, Shipbuilding

II. EUROPE

USPI, POSCCaesar, THTH, NAMUR-PROLIST, ORCHID, ICAAMC,

eCl@ss, UNETO, (DIN)

III. ASIA

JEMIMA, ECALS, KAIST, CNIST

IV. GLOBAL

Wilmington group, ISO-IEC

I. USA

FIATECH, ECCMA, Shipbuilding

II. EUROPE

USPI, POSCCaesar, THTH, NAMUR-PROLIST, ORCHID, ICAAMC,

eCl@ss, UNETO, (DIN)

III. ASIA

JEMIMA, ECALS, KAIST, CNIST

IV. GLOBAL

Wilmington group, ISO-IEC

30 Jan 08 PMA 2008 4

USA

FIATECH Association covering all industries, focus on technology innovation large projects ADI (Acceleration of deployment of ISO15926) Project

Development of ISO15926-7 and implementation of ISO15926-4

ECCMA Association for catalogue management, non-profit Focus on eOTD (ECCMA Open technical Dictionary) a dictionary for procurement

purposes covering all industries Key point is strategic support of NATO who wish to shift from NCS to an ISO

standard maintained outside NATO Development of ISO22745 OTD with many parts.

Shipbuilding No consortium, some leading companies such as Electric Boat Corporation. Took over the development of AP227 from Japan and PlantStep. Have been successful in piloting the AP227 and software vendors have created

converters.

FIATECH Association covering all industries, focus on technology innovation large projects ADI (Acceleration of deployment of ISO15926) Project

Development of ISO15926-7 and implementation of ISO15926-4

ECCMA Association for catalogue management, non-profit Focus on eOTD (ECCMA Open technical Dictionary) a dictionary for procurement

purposes covering all industries Key point is strategic support of NATO who wish to shift from NCS to an ISO

standard maintained outside NATO Development of ISO22745 OTD with many parts.

Shipbuilding No consortium, some leading companies such as Electric Boat Corporation. Took over the development of AP227 from Japan and PlantStep. Have been successful in piloting the AP227 and software vendors have created

converters.

30 Jan 08 PMA 2008 5

EUROPE I

USPI started NL, now global Created 1993 informal, 1997 formal both association and Foundation

Covers oil, gas, process & power industry supply chain

Development ISO15926 series, ISO10303-221

Involvement in ISO13584, ISO22745, ISO8000, ISO14000, NE100, ISO15288

Implementation projects: data sheets, equipment vendor list, equipment characteristics e.g. SAP, As-Built practice, Depuis EU project deploying a range of standards to assist environment.

POSCCaesar Norway, some global Association and company created 1995? for process industry

Focus on ISO15926 series, NWI Process monitoring

IDS (Intelligent Data Sheets ) Project as base for ADI project

Implementation of ISO15926-4 in centralised oil reporting by platforms

USPI started NL, now global Created 1993 informal, 1997 formal both association and Foundation

Covers oil, gas, process & power industry supply chain

Development ISO15926 series, ISO10303-221

Involvement in ISO13584, ISO22745, ISO8000, ISO14000, NE100, ISO15288

Implementation projects: data sheets, equipment vendor list, equipment characteristics e.g. SAP, As-Built practice, Depuis EU project deploying a range of standards to assist environment.

POSCCaesar Norway, some global Association and company created 1995? for process industry

Focus on ISO15926 series, NWI Process monitoring

IDS (Intelligent Data Sheets ) Project as base for ADI project

Implementation of ISO15926-4 in centralised oil reporting by platforms

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EUROPE II PISTEP UK

Association created 1993? Exists at minimal level since 2000 when most members were lost due to lack of delivery of STEP and other international standards.

Covers oil, gas, process & power industry supply chain

Development ISO15926 series, ISO10303-221 (joint with USPI)

EPISTLE EUROPE Association created around 1990 for process industry. Any company could join.

Focused on ISO15926, ISO10303-221.

In 1998 changed from individual memberships to consortia memberships.

Management has been difficult since 1998 due to 2 libraries, 2 data models and conflict of interests in particular with POSCCaesar

The ISO15926-4,5,6 project is a formal EPISTLE project as A-Liaison of TC184/SC4

o Project Managers: Paul van Exel, USPI-NL; Nils sandsmark, POSCCaesar

o Project editors: David Leal, on contract by USPI-NL; Magne ValenSendstad, POSC Caesar

PISTEP UK Association created 1993? Exists at minimal level since 2000 when most members

were lost due to lack of delivery of STEP and other international standards.

Covers oil, gas, process & power industry supply chain

Development ISO15926 series, ISO10303-221 (joint with USPI)

EPISTLE EUROPE Association created around 1990 for process industry. Any company could join.

Focused on ISO15926, ISO10303-221.

In 1998 changed from individual memberships to consortia memberships.

Management has been difficult since 1998 due to 2 libraries, 2 data models and conflict of interests in particular with POSCCaesar

The ISO15926-4,5,6 project is a formal EPISTLE project as A-Liaison of TC184/SC4

o Project Managers: Paul van Exel, USPI-NL; Nils sandsmark, POSCCaesar

o Project editors: David Leal, on contract by USPI-NL; Magne ValenSendstad, POSC Caesar

30 Jan 08 PMA 2008 7

EUROPE III

THTH FINLAND Association informally existing for about 2 years. Formally created end 2006

Covers Pulp and Paper industry and universities

PRNDX Project to develop a common data warehouse for design & engineering and operations.

Start national funded project now, wish to align with Orchid EU project proposal.

NAMUR-PROLIST Germany PROLIST group created around 2001 for chemical industry and manufacturers

of instrumentation equipment. Purpose to create property lists for instrumentation equipment..

Focused on NE100, now being converted by IEC SC 65E/WG2 into IEC 61987-10/11

PROLIST had a limited life duration, now in process of reformulating goals and organisation. Is merging into eCl@ss

Successful pilot project BASF – Endredss & Hauser to automate procurement of instrumentation equipment

THTH FINLAND Association informally existing for about 2 years. Formally created end 2006

Covers Pulp and Paper industry and universities

PRNDX Project to develop a common data warehouse for design & engineering and operations.

Start national funded project now, wish to align with Orchid EU project proposal.

NAMUR-PROLIST Germany PROLIST group created around 2001 for chemical industry and manufacturers

of instrumentation equipment. Purpose to create property lists for instrumentation equipment..

Focused on NE100, now being converted by IEC SC 65E/WG2 into IEC 61987-10/11

PROLIST had a limited life duration, now in process of reformulating goals and organisation. Is merging into eCl@ss

Successful pilot project BASF – Endredss & Hauser to automate procurement of instrumentation equipment

30 Jan 08 PMA 2008 8

EUROPE III

eCl@ss started Germany, now global Created around 1999/2000

Have developed a search engine (4 levels) for procurement purposes and engineering specifications for various industry sectors.

Have international chapters, standard is being adopted by industry.

Meeting planned with USPI for strategic alignment.

ORCHID Created by v Exel / Wilkes in 2005 as informal group

Aim is to achieve critical mass and focus in Europe in standardisation

Currently proposing a European subsidy project under FP7 aiming at plant engineering suplly chain and product supply chain. Research on ontologies to support resolving the “bubble chart” problem

eCl@ss started Germany, now global Created around 1999/2000

Have developed a search engine (4 levels) for procurement purposes and engineering specifications for various industry sectors.

Have international chapters, standard is being adopted by industry.

Meeting planned with USPI for strategic alignment.

ORCHID Created by v Exel / Wilkes in 2005 as informal group

Aim is to achieve critical mass and focus in Europe in standardisation

Currently proposing a European subsidy project under FP7 aiming at plant engineering suplly chain and product supply chain. Research on ontologies to support resolving the “bubble chart” problem

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EUROPE IV

ICAAMC Informal group of global compressor manufacturers, created around 2002.

Developed a smart dictionary and product model for compressor data.

Reference compressor data will be included in ISO15926-4 rotating

Product model will be brought under TC118 /SC1 (compressors) as product model standard.

UNETO Started NL, now Europe Trade association for electronic components

Developed ETIM, classification system, now rolled out into Europe, also serves construction industry, linked to eCl@ss.

DIN Germany National institute of standards, quite active on properties, support ISO13584

Developed DIN server for properties, hosted by Paradine Austria who host a range of ISO13584 standard dictionaries

ICAAMC Informal group of global compressor manufacturers, created around 2002.

Developed a smart dictionary and product model for compressor data.

Reference compressor data will be included in ISO15926-4 rotating

Product model will be brought under TC118 /SC1 (compressors) as product model standard.

UNETO Started NL, now Europe Trade association for electronic components

Developed ETIM, classification system, now rolled out into Europe, also serves construction industry, linked to eCl@ss.

DIN Germany National institute of standards, quite active on properties, support ISO13584

Developed DIN server for properties, hosted by Paradine Austria who host a range of ISO13584 standard dictionaries

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ASIA I

JEMIMA Japan Group of manufacturers of measurement and control equipment

Have developed and implemented a dictionary for measurement and control equipment. Is standardised as ISO13584-501 with a RA (Registration Authority) run by Toshiba.

ECALS Japan Association of manufacturers of electronic components.

Have developed and implemented a dictionary as group, not as ISO standard.

KAIST University Korea Professor Soonhung Han has collected all possible information about ways to

manage plant life cycle data in the planned nuclear plant industry the coming years.

Korea leads the current IMF VIPNET project to demonstrate web based standardised data warehousing over the life cycle of a plant.

JEMIMA Japan Group of manufacturers of measurement and control equipment

Have developed and implemented a dictionary for measurement and control equipment. Is standardised as ISO13584-501 with a RA (Registration Authority) run by Toshiba.

ECALS Japan Association of manufacturers of electronic components.

Have developed and implemented a dictionary as group, not as ISO standard.

KAIST University Korea Professor Soonhung Han has collected all possible information about ways to

manage plant life cycle data in the planned nuclear plant industry the coming years.

Korea leads the current IMF VIPNET project to demonstrate web based standardised data warehousing over the life cycle of a plant.

30 Jan 08 PMA 2008 11

ASIA II

CNIST China National institute of standards

Has developed ISO13584-511 for fasteners

Are actively engaging in contacts to introduce all possible standards e.g. ISO13584, ISO15926, ISO10303, ISO8000, ISO22745 etc.

Have had detailed sessions and contacts with DIN.

CNIST China National institute of standards

Has developed ISO13584-511 for fasteners

Are actively engaging in contacts to introduce all possible standards e.g. ISO13584, ISO15926, ISO10303, ISO8000, ISO22745 etc.

Have had detailed sessions and contacts with DIN.

30 Jan 08 PMA 2008 12

GLOBAL I

PIEBASE Created Wilmington 1996 at initiative plant owners as a group of groups for

process industry

Broad global participation based on expectations STEP

Developed Roadmap for STEP implementation

Sublimated in problems around the late delivery of STEP and difficult management in its later years.

PIEBASE Created Wilmington 1996 at initiative plant owners as a group of groups for

process industry

Broad global participation based on expectations STEP

Developed Roadmap for STEP implementation

Sublimated in problems around the late delivery of STEP and difficult management in its later years.

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GLOBAL II

Data Integration Group leadership Shell/Dupont/Dow In August 2005 met at Dupont offices in Wilmington and agreed international alignment at

the offices of Dupont, Wilmington at initiative plant owners as a group of groups for process industry. Key agreements:

o Align on strategy

o Adopt ISO15926-4

o Perform comparison study ISO15926-7, NE100, Gellish Table, AEX and make a common choice to adopt best methodology

In advance FIATECH launched the ADI project to accelerate the development of ISO15926.

Met again in The Hague, NL, April 2006 following PELC 2006, also present Finland, Japan, Germany

Met again in Denver, USA.

o Proposed to DIG Global group of groups, presented results comparison study.

o Presented to FIATECH member meeting a plan for involvement global discipline groups in taking responsibility for the ISO15926- 4 discipline and work on simple product models.

Met again 23 November 2007 following EPEDC 07 in The Hague, NL with representatives of Malaysia and Japan JEMIMA to aling on strategy for vendor involvement by discipline.

Data Integration Group leadership Shell/Dupont/Dow In August 2005 met at Dupont offices in Wilmington and agreed international alignment at

the offices of Dupont, Wilmington at initiative plant owners as a group of groups for process industry. Key agreements:

o Align on strategy

o Adopt ISO15926-4

o Perform comparison study ISO15926-7, NE100, Gellish Table, AEX and make a common choice to adopt best methodology

In advance FIATECH launched the ADI project to accelerate the development of ISO15926.

Met again in The Hague, NL, April 2006 following PELC 2006, also present Finland, Japan, Germany

Met again in Denver, USA.

o Proposed to DIG Global group of groups, presented results comparison study.

o Presented to FIATECH member meeting a plan for involvement global discipline groups in taking responsibility for the ISO15926- 4 discipline and work on simple product models.

Met again 23 November 2007 following EPEDC 07 in The Hague, NL with representatives of Malaysia and Japan JEMIMA to aling on strategy for vendor involvement by discipline.

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THE STANDARDS ADOPTION PROBLEM

The problem of developing and implementing standards is not

only a technical problem.

Take other dimensions into account in company planning I.e.: strategic

alignment, business processes, people and organisation.

If in doubt, have a readiness assessment performed first. Align results with

plans you already had

Speed of adoption of standards is limited and there much work

to do and.

Therefore cannot afford fragmentation, need to achieve critical mass and

focus

There are multiple standards options, therefore jointly agree on common

path forward with sufficient individual flexibility.

Do standard development and implementation in a logical order, follow the

Roadmap for life cycle data

The problem of developing and implementing standards is not

only a technical problem.

Take other dimensions into account in company planning I.e.: strategic

alignment, business processes, people and organisation.

If in doubt, have a readiness assessment performed first. Align results with

plans you already had

Speed of adoption of standards is limited and there much work

to do and.

Therefore cannot afford fragmentation, need to achieve critical mass and

focus

There are multiple standards options, therefore jointly agree on common

path forward with sufficient individual flexibility.

Do standard development and implementation in a logical order, follow the

Roadmap for life cycle data

PLIB-ISO-

IEC-DIN

JEMIMA501

JEITAECALS

CNIS511

ISO13399

ISO15926-4

NATO/AC135

PIDXCatmaster

eCL@SS

UNDP/UNSPSC

GPC

FIATECHAEX

BAU-CLASS

ETIM

PROLISTNE100

RNTD

CIDXChem eStan

dards

PAPINETROSETTA

NET

UN/CEFACT

DINsml

OASIS

BMS

CEN/ePDC

CEN/invoice

CEN/Order

CEN/cCAT

CEN/eCAT

BMEcat

REQUISITE SAP

PFI

AFIM

QUADREM

CATpilot

ODETTE

RAPID

CRISTAL

MOSAIC

IDE@

TRADE-RANGER

ccHUBWOO

ECCMA/eOTD

GDD GDSN

GS1/GSMP

?

KOMERKO

PROFICLASS

ECC

NAMUR

KOSMELPAS1040

TROCS

Product Descriptions

DictionariesClassification

Transactions

Catalogues

Marketplaces

CEN activities

Catalogue portals

GTIN/RFID

GELLISH/StepLIB

ELEMICA

© R.BETZ

IEC61360

ISO

FRANCE

GERMANY

ISOTC172

PIDXTEMPL

THE “BUBBLE PROBLEM”

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ONE TO ONE E-HANDOVER

INTERCOMMUNITY EXCHANGE EMERGING

MATURING INTERCOMMUNITY EXCHANGE

Time

EXTERNAL PROCESS INTEGRATION

INTERNAL PROCESS INTEGRATION

SUB PROCESS OPTIMIZATION

WORK PROCESS STANDARDIZATION

Today 2-3 Year 5 Year

SMALL CLOSED COMMUNITIESPhases of External Data Readiness

Phases of Internal Data Readiness

2-3 Years mark

Internal Company Standards International Standards

Position of industry in roadmap

Today = Feb 2002

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Consolidate current product models being brought to ISO ICAAMC compressor data

PROLIST IEC IEC SC 65E/WG 2 work on IEC 61987 Parts 10-11, ISA SP20

TC67 off shore equipment

Invite other discipline groups to do similar exercises Map out discipline areas , TC’s, IEC’s

Draft letters to groups

Resolve what methodologies to use For exchange of life cycle data, for integration of life cycle data

Achieve common Units of measure, properties, discipline data.

Use results of study comparing ISO15926-7, Gellish Table, NE100 done by Leo van Ruijven

Lay out a plan for the path forward with concrete short term steps Position steps in USPI Roadmap for life cycle data

Build demonstrators of exchange and storage

Present steps to data integration group extended with invited groups

Monitor and feed back

Use data readiness assessment to monitor industry progress and group process

NEED FOR INDUSTRY ORCHESTRATION

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Global cooperation models

CRITICAL MASS Establish forum of groups of groups with simple charter

Industry driven by Plant owners, EPC’s, large equipment manufacturers

Build in order Country - Europe - Global

Example groups: NAMUR-PROLIST, USPI, THTH, eCl@ss, ETIM, FIATECH

Possibly trade associations such as VDE, FHI, FME, VNCI

Perform jointly in PELC 2008

Request common solutions from solution providers

FOCUS ON STANDARDS Must be ISO, IEC global

Commonly supported in consensus decision

No complicated long tedious mergers, just choose

Run European pilot projects, possibly with subsidy

Agree joint roadmap and common integration frame

Give attention to translation of customer requirements to system requirements and then data and documentation requirements.

CRITICAL MASS Establish forum of groups of groups with simple charter

Industry driven by Plant owners, EPC’s, large equipment manufacturers

Build in order Country - Europe - Global

Example groups: NAMUR-PROLIST, USPI, THTH, eCl@ss, ETIM, FIATECH

Possibly trade associations such as VDE, FHI, FME, VNCI

Perform jointly in PELC 2008

Request common solutions from solution providers

FOCUS ON STANDARDS Must be ISO, IEC global

Commonly supported in consensus decision

No complicated long tedious mergers, just choose

Run European pilot projects, possibly with subsidy

Agree joint roadmap and common integration frame

Give attention to translation of customer requirements to system requirements and then data and documentation requirements.

30 Jan 08 PMA 2008 19

KEY PRODUCT MODEL STANDARDS PROCESS INDUSTRY

ISO15926 Oil, Gas, Process & Power industry

Data model, definitions, hierarchy, templates

ISO13584 Part libraries

Data model, dictionaries

ISO10303 STEP for all industries

Extensive range of exchange protocols

RDF- Gellish All industries

Engineering representation product models

ISO22745 Part dictionary all industries

Base for catalog building

IEC 61987 Measurement & Control equipment

Property lists for devices

ISO15926 Oil, Gas, Process & Power industry

Data model, definitions, hierarchy, templates

ISO13584 Part libraries

Data model, dictionaries

ISO10303 STEP for all industries

Extensive range of exchange protocols

RDF- Gellish All industries

Engineering representation product models

ISO22745 Part dictionary all industries

Base for catalog building

IEC 61987 Measurement & Control equipment

Property lists for devices

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LOGICAL ORDER STANDARDS DEVELOPMENTS

NAMES

DEFINITIONS

PRODUCT MODEL Complex

ISO15926-4

ISO13584- 501, 511

ISO15926-7

DIN NE100 (IEC 61987-10/11)

NWI TC10 SC10 WG11

eCl@ss Gellish Table

Gradual development & implementation over time

TAXONOMY

PRODUCT MODEL Simple

eOTD

AEX

Common definitions are the base to it all!

30 Jan 08 PMA 2008 21

THANK YOU!