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    Practical Enterprise Modelling:

    ISA 88 and ISA 95 standards

    IEC SB3 Sponsored SeminarWorkshop on Industrial Automation Objects

    3-4 April 2001, Geneva, Switzerland

    Jean Vieille, ConsultantISA SP88 & SP95 committees member

    [email protected]

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    Agenda

    ISA 88 and 95 in SCM and Production Scheduling

    ISA 95 : Enterprise-Production Communication

    ISA 88 : Modular Control

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    ISA 88 and 95 in SCM and Production

    Scheduling

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    Market / Customer driven production

    ProductDevelopment

    ResourcesEngineering

    ProductionSchedule

    Market /Customerdemand

    Classical Enterprise

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    Agile Enterprise

    ProductDeveloment

    ProductionSchedule

    Market /Customer

    demand

    ResourcesEngineering

    Production

    Schedule

    EnterpriseSystem 1

    ManufacturingControl System 1

    ManufacturingControl System 2

    Company 1 with

    manufacturing

    Company 2 with No manufacturing

    EnterpriseSystem 2

    ManufacturingControl System 3

    Company 3 Contract manufacturer

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    S95.01 Scope

    Source: ISA dS95.01 Enterprise/Control System Integration

    Business Planning & LogisticsPlant Production Scheduling,Operational Management, etc

    Level 4

    ManufacturingOperations & Control

    Dispatching Production, Detailed ProductionScheduling, Reliability Assurance, ...

    Level 3

    Levels2,1,0

    BatchControlSystems

    ContinuousControlSystems

    DiscreteControlSystems

    Interface addressedin ISA 95.01 / 02

    dS95.03 Area

    S88

    Business LogisticsSystems

    (ERP)

    ManufacturingOperations Support

    (MES)

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    Manufacturing in The Supply Chain

    The Supply Chain The network of activities in a company that take place from

    customer order to customer delivery

    Customer

    Order Entry

    Scheduling

    Suppliers

    Production Distribution

    Delivery

    Suppliers

    Suppliers

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    S95/S88 and The Supply Chain

    Consum

    ers

    Suppliers

    MaterialsPurchasing

    ProductDevelopment

    ProductionPlanning

    ManufacturingOperations

    OrderManagement

    Distribution& Logistics

    Enterprise Resource Planning / Supply Chain ManagementCustomerService

    Warehouse &

    TransportationManagement

    P

    E

    C

    A

    R

    Maintenance

    Management

    P

    E

    C

    A

    R

    Order &Inventory

    Management

    P

    E

    C

    A

    R

    Production

    InformationManagement

    ProductionPlanning andScheduling

    RecipeManagement

    ProcessManagement

    UnitSupervision

    ProcessControl

    SP95.01 Enterprise / Control System Integration

    Process Management

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    S88 et S95

    Enterprise A

    Product

    S95

    Enterprise X Manufacturing

    S88

    ProcessCell X1

    S88

    ProcessCell X2

    Enterprise Y Manufacturing

    S88

    ProcessCell Y1

    S88

    ProcessCell Y2

    S88

    Enterprise B

    Product

    S88

    Quality

    Maintenance

    S95

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    S95.01 Production Schedule

    StructureProduction Schedule

    Production Request

    Segment Requirement

    ProductionParameter

    PersonnelRequirement

    EquipmentRequirement

    MaterialConsumed

    Requirement

    MaterialProduced

    Requirement

    ConsumableExpected

    A Production Schedule is madeup of 1..n Production Requests

    A Production Request is made upof 0..n Segment Requirements

    A Segment Requirement maycontain 0..n of each

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    Mixed Format Schedule Application

    S95.01

    ProductionSchedule

    Setpoints&

    Flowpaths

    WorkDispatching

    SetupInstructions

    S88.02Schedule

    Entry

    ContinuousPremix

    Batch ProductionProcess

    DiscretePackaging

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    S95 in Production System Lifecycles

    ProductionSchedule

    ProductionCapabilities

    ProductDevelopment Resources

    Engineering

    ProductDefinition

    Resources

    ProcessSegments

    ProductSegments

    Segment

    Requirement

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    S88 in Production System Lifecycles

    ProductDevelopment

    S88 : Recipe

    ProductionSchedule

    S88 : Schedule

    S88 : Resources

    ResourcesEngineering

    S88 : EquipmentProceduralElements

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    ISA 95 : Enterprise Production

    Communication

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    What is ISA95 ? Status

    SP95 committee started in October 1996 ANSI/ISA95.00.01 available from ISA

    Submitted to IEC/ISO

    Joint Working Group (JWG 15) to be established

    ISA 95.00.02 in draft, out for vote

    Out for committee ballot and public comment

    ISA 95.00.03 in draft

    Still under development in the committee

    World Batch Forum

    Developing XML Schemas for the exchanged information

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    Some SP95 Committee Members / Supporters Users

    Eli Lilly DuPont Lyondell Chemical Lubrizol Dow Corning Ben & Jerry's Novo Nordisk Bechtel

    Rohm & Haas Sterling Tava Technologies EastmanK

    Bayer IBM Aurora Biosciences Genemtech

    Merck Nestle Pharmacia Procter&Gamble

    UOP Vendors

    ABB AspenTech Siemens BaseTen

    SAP Sequencia InCode Wonderware

    ABB Rockwell Yokogawa Foxboro Propack Data

    Honeywell FRSI InCode Oracle

    Marcam OSI Intellution Schneider Electric GSE System HP IBM GS Microsoft ORSI

    General

    Purdue Fluor Daniels AMR Jacobs

    MESA PDXI NAMUR Keops

    KPMG MIT PWC LLC

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    Why Did We Start SP95 ?

    Integration of business (logistics)systems to manufacturing ishard to do

    Different systems, cultures, terminology...

    Many benefits expected from standardization and documentation ofbest practices

    Effective operation of manufacturing is hardto do

    MES solutions are too related to processing methods and tooindustry-specific

    Many benefits expected from standardization and documentation of

    best practices

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    Business Defines the Need

    There must always be a business need for informationto be exchanged

    Requirements for exchanged information are alwaysdriven by business needs & business processes

    Typical Business Drivers: Available To Promise

    Reduced Cycle Time

    Supply Chain Optimization Asset Efficiency

    Agile Manufacturing

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    How Does S95* Help?

    Separate the businessprocesses from themanufacturing processes

    Allow changes in productionprocesses without requiring

    unnecessary changesscheduling and logisticsprocesses

    Provide a clear demarcationof responsibilities andfunctions

    Provide a clear descriptionof exchanged information

    * S95 is used as a short form for ANSI/ISA95

    Alternate Logistics Strategies

    Alternate Manufacturing Strategies

    Make

    to

    Stock

    Engineer

    to

    Order

    Configure

    to

    Order

    Make

    to

    Order

    PDXINAMUR

    Continuous

    Manufacturing

    Models

    S88.01 SME

    Batch

    Manufacturing

    Models

    Discrete

    Manufacturing

    Models

    S95.01

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    Scope of S95.01

    The definition of the scope of the manufacturing controldomain

    A definition of the functions associated with theinterface between control functions and enterprisefunctions

    A definition of the information which is shared betweencontrol functions and enterprise functions

    Based on the Purdue Reference Model for CIM andMESA model

    SP9 01 E i / C l

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    SP95.01 Enterprise / Control

    Functional Model (PRM)

    Procurement(5.0)

    ProductionScheduling

    (2.0)

    Material andEnergy Control

    (4.0)

    ProductInventory Control

    (7.0)

    Product CostAccounting(8.0)

    Quality

    Assurance(6.0)

    Research

    Developmentand Engineering

    Maintenance PurchaseOrder Requirements

    ProductShipping Admin

    (9.0)

    OrderProcessing

    (1.0)

    Marketing& Sales

    ProductionControl

    (3.0)

    From ANSI/ISA-95.00.01-1995 Copyright ISA 2000. Used with permission. www.isa.org

    http://f/lausanne/50/lomag-man.org/normes/normes_isa/documents/2001-04-IEC.ppthttp://f/lausanne/50/lomag-man.org/normes/normes_isa/documents/2001-04-IEC.ppthttp://f/lausanne/50/lomag-man.org/normes/normes_isa/documents/2001-04-IEC.ppthttp://f/lausanne/50/lomag-man.org/normes/normes_isa/documents/2001-04-IEC.ppt
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    Domain

    Definitions(Responsibility)

    InformationFlows of Interest

    Functions

    of Interest

    Categories ofInformation

    InformationDefinitions

    Functions

    in Domains

    Elements of Models & Definitions

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    Identified Information Categories

    Data flowinformation wascategorized

    Multiple Venndiagrams used toillustrate theoverlap ofinformationcategories

    Enterprise InformationPlant Production Scheduling,Operational Management, etc

    ManufacturingControl Information

    Area Supervision, Production Planning,Reliability, Assurance, etc

    ProductDefinition

    Information(How to make

    a product)

    ProductionCapability

    Information(What isavailablefor use)

    ProductionSchedule

    (What tomake and

    use)

    ProductionPerformance

    (What wasmade and

    used)

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    Major Object Definitions

    People

    Materials

    Equipment

    Segments

    ProductDefinitions

    ProductionSchedule

    ProductionPerformance

    Resources Capability, Product, Production

    Product

    Time

    Capabilities

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    Four Resource Object Models

    People

    Materials

    Equipment

    Personnel resources managed for production

    Equipment resources managed for production

    Material resources managed for production

    Process Segments

    Business view of production processes

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    Material Definition Example

    Common material information

    LotHCL-50-100019

    pH

    7.0

    Density

    1.32

    Color

    Yellow

    Purity

    .5%

    Material DefinitionHCl 50%

    Color PuritypH

    Material ClassAcid

    Density

    SublotHCL-50-100019

    Barrel 15

    LocationQA TestSpecification

    QA TestResults

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    Process Segments

    Business view of production

    PaintInspect

    Laborer3x

    8 hourInspector

    2x.25 Hour

    Type =StainlessSteel

    CertifiedPainter =TRUE

    I-Beam

    Assembly

    RollersMixingCans

    apa y ro uc an ro uc on

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    apa y, ro uc , an ro uc onInformation

    ProductDefinitions

    ProductionSchedule

    Production

    Performance

    What is available for use for production

    What is needed to make a product

    What to make and resources to use

    What was made and resources actually used

    Product

    Time

    Capabilities

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    Capability Models

    People

    Materials

    Equipment

    Segments

    Product

    Time

    Capabilities

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    Scheduling

    System

    MaterialSystem

    Manufacturing

    System

    Per Product Definitions

    Production Rulese.g.

    10 Speed Bicycle

    Bill Of Resourcese.g. 10 Speed Bicycle

    Bill Of Materialse.g. 10 Speed Bicycle

    ProductSegments

    Frame : 1Wheels : 2

    Chain : 1Seat : 1Handlebars :1Brake Pads : 4...

    ManufacturingBill

    FrameAssembly

    FrameType

    FinalAssembly

    SeatHeight

    Color

    Paint

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    Production Schedule

    People

    Materials

    Equipment

    Segments

    ProductDefinitions

    ProductionSchedule

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    Production Performance

    People

    Materials

    Equipment

    Segments

    ProductDefinitions

    ProductionSchedule

    Production

    Performance

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    ProductionCapability

    CapabilityProperty

    ResourceCapability

    Production

    CapabilityWhat resources

    are available

    ProductionPerformance

    ProductionResponse

    SegmentResponse

    ActualProperty

    ResourceActual

    Production

    InformationWhat was

    made & used

    ProductionRequest

    SegmentRequirement

    RequirementProperty

    ResourceRequirement

    Production

    SchedulingWhat is it to bemade & used

    ProductionSchedule

    ProductionRule

    ProductSegment

    SpecificationProperty

    ResourceSpecification

    Product

    DefinitionWhat must be defined

    to make a product

    ProcessSegment

    SegmentProperty

    ResourceSegmentCapability

    Process

    SpecificationWhat can be donewith the resources

    Four Models & Segment Resources

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    ISA 95.00.02 : Relationship with Part 1

    Attribute

    Name

    Description Examples

    ID A unique identification of a specific piece of

    e ui ment, within the sco e of the information

    exchan ed (Production Ca abilit , ProductionSchedule, Production Performance, )

    The ID is used in other arts of the model when

    the equipment must be identified, such as the

    production capability for this person, or a

    production response identifying the equipment.

    R7726

    Reactor 101

    Lathe machine 33

    Description Additional information about the equipment.

    dISA95.02

    EquipmentAttributes

    ISA95.01Equipment

    model

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    ISA 95.00.03 : Level 3 Functions

    MESA Definitions Operations and Detailed Scheduling

    Production Tracking

    Dispatching Production

    Resource Allocation and Control

    Data Collection and Data Acquisition

    Quality Management

    Process Management

    Performance Analysis

    Interface to Document Control

    Labor Management

    Maintenance Management

    d95.03 Definitions Detailed Production Scheduling

    Production Tracking

    Production Dispatching

    Resource Management

    Historical Data Management (QA) Product Analysis

    Process Analysis

    Production Analysis

    Product Definition Management

    Process Monitoring Manual Operations

    Automated Control

    d95 03 M f t i O ti F ti

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    d95.03 Manufacturing Operations Functions

    Production

    Capability

    Resource

    Management

    HistoricalData

    Management

    ProductionExecution

    ProductionDispatching

    Production

    Tracking

    Production

    Performance

    DetailedProductionScheduling

    Production

    Schedule

    ProcessAnalysis

    ProductionAnalysis

    (QA) ProductAnalysis

    ProductDefinition

    Management

    Product

    Definitions

    AutomatedControl

    ProcessMonitoring

    ManualOperations

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    ISA 88 : Modular control

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    What is ISA 88 ? - Status

    Standard ANSI/ISA 88 Batch Control Comit SP88 lanc en 1988

    Partie 1 ISA 88.00.01

    Publie et disponible lISA et lANSI IEC 61512-1 bilingue disponible auprs de lIEC, lUTE et lAFNOR

    Partie 2 ISA 88.00.02

    Publication imminente

    Version IEC (61512-2) bilingue pour 2001?

    Partie 3 ISA 88.00.03

    Dbut des travaux

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    Automation Challenge

    Ideal automation

    S88

    Capability

    Flexibility

    Complexity

    ManualOperation

    TraditionalAutomation

    Darin FlemmingLou Pillai

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    The Powerful Tyrex

    Big brain Centralized design

    OK for steady / slow changing

    environment Shortcomings

    Agility

    Availability Refer to first computerized systems

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    vs Stupid Bird

    Limited intelligence Mostly decentralized design

    Local decision making at feather

    level Cope well with unexpected

    situations

    Inherently adaptative structure

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    chirpingEatingLove.

    Walking

    Flying

    From Goal to Labor

    I know

    What/HowTo do

    Forecasting,

    PlanningAnd Scheduling

    Elementary

    EquipmentControl

    Process

    ControlDefinition

    Equipment

    FunctionalCapabilities

    The Goal:

    S h d li hi h

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    Scheduling hierarchy

    MES systemsSCADA systems

    ProcessControl

    ISA 88

    IEC 61512OPC

    IEC 61131IEC 61499

    EquipmentControl

    IEC 61158Fieldbus

    Intelligent

    Device

    Business system

    ISA 95

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    Product Processing / Equipment Control

    How to makethe product using

    available

    services?

    ProcessControl

    ISA 88.00.02(PFC)

    Production

    schedule

    R&D IEC 60848IEC 61131IEC 61499IEC 61508IEC61158

    EquipmentControl

    How to providethe expectedservices taking care ofsafety ?

    Equipmentallocation

    ISA 88

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    ISA 88 Physical Model

    Process CellMust contain

    May contain

    May contain

    May contain

    May contain

    Unit

    Equipment Module

    Control Module

    Enterprise

    May contain

    May contain

    May contain

    Site

    Area

    Equipment

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    Equipment Entities -An Object Approach

    PhysicalEquipment

    InstrumentsBasiccontrolCoordination controlProcedural control

    Equipment

    Control

    EquipmentEntities

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    Example of physical modeling

    Process Cell

    Unit Unit

    EMEM EM

    CM

    EM

    CM

    CMCM CM CM

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    Example of control modules

    CM2D4

    D3CM1

    CM3

    CM4

    D1

    D2

    D5

    PID PID

    PID

    HIC HIC

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    Why Control Modules

    Treating as a control module simplifiesthe interface to this group of objects

    FC

    FO

    Pump

    Circulate

    Pump toProcess

    Stop

    Shutdown

    CommandsCirculating

    Pumpingto Process

    Stopped

    Shutdown

    Status

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    Recipe/Equipment Control Separation

    Procedure

    UnitProcedure

    Operation

    Phase

    is anordered set of[Must Always Exist]

    Control RecipeProcedure

    EquipmentControl

    is anordered set of

    is anordered set of

    RecipeProcedure

    EquipmentPhase

    Recipe/Equipment Control Separation

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    Recipe/Equipment Control Separation- Typical

    Recipe UnitProcedure

    Operation

    Phase

    is anordered set of

    Control RecipeProcedure

    is anordered set of

    is anordered set of

    RecipeProcedure

    EquipmentPhase

    References

    Recipe

    Recipe

    EquipmentControl

    Recipe/Equipment Control Separation -

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    Recipe/Equipment Control Separation -

    Alternate 3

    Control RecipeProcedure

    RecipeProcedure

    EquipmentPhase

    References

    EquipmentOperation

    is anordered set of

    Equip. UnitProcedure

    is anordered set of

    is anordered set of

    EquipmentProcedure

    EquipmentControl

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    Phase Interface Logic

    State machine enforcement between recipe phase andequipment phase

    A set of services that support commands to theequipment phase

    A set of services that support requests from theequipment phase to the recipe phase

    RecipePhase

    EquipmentPhase

    PhaseInterface

    Logic

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    Phase Interface Logic

    Parameters Requests

    StatesCommands StateMachine

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    Phase Object

    Start

    Hold

    Pause

    Resume

    Restart

    Abort

    Stop

    Reset

    Run

    Held

    Paused

    Stopped

    Aborted

    Completed

    Idle

    Parameters

    ControlSteps

    ControlActionStatus

    Running

    Aborting

    Holding

    Pausing

    Stopping DataCollection

    Requirements

    Data

    Restarting

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    Example Procedural Element States

    Hold

    Start

    Restart

    StopAbort

    Reset

    Reset

    Reset

    Restarting Holding

    Running

    StoppingAborting

    Pausing

    Resume

    Pause

    Aborted Stopped

    Paused

    HeldComplete

    Final States

    Quiescent States

    Transient States

    Idle(InitialState)

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    Exception Handling In Control Actions

    ConsoleControl

    Inputs to Control Action Logic:- Set manual mode- Command from operator's

    console

    Field I/O

    Exception Logic

    Phase

    Logic

    Control Module/Control

    Action State/Mode

    Control

    Action

    ProcessInterlock

    SafetyInterlock

    Exception Logic

    Inhibit manual override(Interlock from phase logic),

    Also sent to console to inhibitchoice of manual mode

    Control step (command)

    The safety interlock logic takes precedence overphase logic or process interlock logic. Typically this

    logic, when required, is implemented in anindependent safety interlock system.

    The process interlock logic takes precedence

    over phase logic and manual override logic.

    Typically, this logic is implemented in theDPCS.

    Control ModuleEquipment Module

    Control Module

    Control Module

    Control Module/ControlAction State/Mode

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    Reaction

    Preparation

    Tank

    A, B or C

    Reactor

    1 or 2

    operator input

    = OK to start

    S1

    S1

    T1 T1

    Reaction

    Preparation

    Tank

    A, B or C

    Reactor

    1 or 2

    operator input

    = OK to start

    S1

    S1

    T1

    Sample

    OK

    T1

    Initialize

    Charge

    Transfer toReactor

    SampleInitialize

    Receivefrom Prep.

    React

    Transfer toStorage

    ISA 88.00.02 : Procedural Function Chart Unit procedure interactions

    Relative timing Height of unit procedure symbol

    Vertical placement of symbols

    Master recipes do not contain

    absolute timing Synchronization points

    Arrowheads indicate materialtransfer

    Multiple levels of procedures

    Encapsulation (contents) of unitprocedure revealed

    Provides more detail

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    THANK YOU


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