The CEN ORCHID Roadmap
Standardising Information in the
Plant Engineering Supply Chain
                  Implementation Gu...
Contents

Overview                                                                              Page 1



Key Implementati...
The CEN ORCHID Roadmap | Implementation Guide




Overview
The ORCHID (Orchestration of Industrial Data) Group is a       ...
Step 1 Understand Key Standardisation
    Principles and Information Standards
    Relevant to your Business
    Key Princ...
The CEN ORCHID Roadmap | Implementation Guide




The CEN ORCHID Landscape of Information Standards also provides a framew...
Key Principle 4 - Agree Standardised                                  to agree the collection of attributes for the class ...
The CEN ORCHID Roadmap | Implementation Guide




Step 2 Assess the Company’s Position
on the CEN ORCHID Roadmap
The ORCHI...
There are two aspects to assessing a company’s position.                Companies should note that phases can and very oft...
The CEN ORCHID Roadmap | Implementation Guide




Actions to Drive Information Maturity Improvements Within Each External ...
Step 4 Based on the Targets, Plan and
    Implement Improvement Measures
    Once targets have been set, companies can pla...
The CEN ORCHID Roadmap | Implementation Guide




ORCHID Contacts

1. Review the full suite of CEN ORCHID Materials
www.ce...
The work was supported by the European Commission, Directorate Enterprise
          and Industry and the European Free Tra...
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OrchiD Standards Guide

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OrchiD Standards Guide

  1. 1. The CEN ORCHID Roadmap Standardising Information in the Plant Engineering Supply Chain Implementation Guide
  2. 2. Contents Overview Page 1 Key Implementation Steps for Information Standardisation Page 2 STEP 1: Page 2 Understand key standardisation principles and the information standards relevant to the business STEP 2: Assess the company’s position on the CEN ORCHID Roadmap Page 5 STEP 3: Establish realistic targets for where the company wants to be on the CEN Page 7 ORCHID Roadmap STEP 4: Plan and implement improvement measures Page 8 Quick Wins Page 8 ORCHID Contacts Page 9
  3. 3. The CEN ORCHID Roadmap | Implementation Guide Overview The ORCHID (Orchestration of Industrial Data) Group is a • More reliable plants network of European companies and consortia dedicated to • Improved safety and environmental performance standardising information across the process industry engineering • Faster time to market supply chain to build competitive advantage. • Lower costs This document is a simple guide for companies on how to • Greater flexibility standardise and exchange plant engineering information. It aims to help companies achieve the following benefits of The overall goal is to progress the industry toward the standardisation: following vision of “interoperability”: “Companies in process industries shall be able to share and/or exchange electronically the information needed to design, build, operate and maintain process and power plants using internationally accepted standards.” The key implementation steps are: STEP 1 Understand key standardisation principles and the information standards relevant to the business STEP 2 Assess the company’s position on the CEN ORCHID Roadmap STEP 3 Establish realistic targets for where the company wants to be on the CEN ORCHID Roadmap STEP 4 Plan and implement improvement measures The practical steps outlined in this document are based directly on the CEN ORCHID Roadmap, which is described in detail on the CEN website. 1
  4. 4. Step 1 Understand Key Standardisation Principles and Information Standards Relevant to your Business Key Principle 1: Agree and Document Core Internal that are usually exchanged at each stage of activity across Business Activities and Processes the plant lifecycle. Companies need to codify and standardise internal business Once this is done, companies can consult the CEN ORCHID activities and processes as the first step towards standardising Landscape of Information Standards to identify the relevant, information for exchange internally and externally. This step alone internationally accepted standards to use at each stage of the drives significant cost reduction and efficiency improvements PISTEP Activity Model. Companies, application developers, before any information standardisation activity is undertaken. service developers and standards development groups, are The CEN ORCHID Group recommends the PISTEP Activity encouraged to use existing standards to prevent proliferation Model in Figure 1 below to help identify the information types of standards and reduce complexity (see Key Principle 2). Process Plant Engineering Activity Model Safety & Environment Case MANAGEMENT ACTIVITIES REGULATORY SET ENGINEERING PRODUCE & MAINTAIN CONTROL OPERATIONS OBTAIN POLICY & FEASIBILITY & & ENGINEERING AGREEMENT WITH BODIES STANDARDS FINANCIAL CASE ACTIVITIES REGULATORY BODIES Regulatory Requirements Authorizations Process Definition Performance Requirements As Built Drawings Plant Status Control Philosophy Operating Procedures Operating Procedures Ground Drains Status Costs, Benefits & Timings Operating Conditions Acceptance Test results Safety Case Safety / Regulatory Requirements Alarm / Trip Settings Handover Certificate As Built & As Modified Drawings Safety and Environment Case PRODUCE PRODUCE DETAILED COMMISSION PROCESS OPERATE DECOMMISSION CONCEPTUAL PROCESS DESIGN & HANDOVER PLANT PLANT PLANT PROCESS DESIGN Process Stream Data Detailed Process Design Engineering Work Requests As Built Drawings Plant Status Process Flow Diagrams Availability Requirements Working Conditions Requirements Equipment Commissioning Procedures Plant Records Costs, Benefits & Timings Safety Systems Specifications Equipment Operating Procedures Engineering Work Permits Inspection Requirements Operating Procedures Inspection & Testing Records Acceptance of Engineering Work Regulatory Approvals Codes & Standards Handover Certification As Built Drawings Inspection Requirements As Built Equipment Specifications State of Equipment Preliminary Engineering Design Work Permit Requests Detailed Engineering Design Spares Lists Value of Equipment Engineering Philosophies Notification of Work Equipment Procedures Installation Procedures Equipment Records Availability Requirements Completion Vendor Drawings Maintenance Procedures Cost & Time Estimates Spares Lists Inspection Results Safety / Regulatory Requirements Unfinished Work Details Codes & Standards CONSTRUCT & PRODUCE DETAILED MAINTAIN DEMOLISH PLANT & PRODUCE CONCEPTUAL PRE-COMMISSION ENGINEERING DESIGN EQUIPMENT RESTORE SITE ENGINEERING PLANT DESIGN Materials & Equipment Materials & Equipment Requirements & Specifications Delivery Dates Requirements & Specifications Delivery Dates Materials & Equipment Required on Site Dates Vendor Drawings Required on Site Dates Vendor Drawings Requirements & Certification Certification Specifications Equipment Procedures Equipment Procedures Required on Site Dates Equipment Procedures Equipment & Materials Disposal Records Equipment & Materials Catalogues Inspection Results Delivery Dates Catalogues Restoration Records Inspection Results Shipping Details Vendor Drawings Handover Records Shipping Details Payment Details Certification Final Regulatory Approvals Equipment & Materials Catalogues Invoices SUPPLIERS & PROCURE & CONTROL EQUIPMENT, MATERIALS & SERVICES ENGINEERING DESIGN FABRICATORS Figure 1: PISTEP Plant Engineering Activity Model. 2
  5. 5. The CEN ORCHID Roadmap | Implementation Guide The CEN ORCHID Landscape of Information Standards also provides a framework of categories for the different types of standard required (see Figure 2). The concept standards deal primarily with basic modelling of data as well as services and interfaces for data handling. The content standards allow users to identify, classify, model and exchange information about objects and products in the plant life cycle. All these standards produce their own terminology. It is important that all of this terminology that is used within a company or within an industry community is based on a common dictionary to ensure interoperability. A: Management Activity Standards e.g. System Engineering, Quality, Configuration B: Concept Terminology C: Content Terminology F: Transactions/Process E: Basic Modelling G1: Product G2: Product Standards Definition Specification D: e.g. ISO, IES, Models Models Infrastructure W3C. Standards Includes Exchange H: Classification Formats e.g. XML I: Identification Figure 2: The CEN ORCHID Landscape of Information Standards Framework. Key Principle 2 - Always Use Internationally Accepted Key Principle 3 - Agree on a Standardised Dictionary Standards Where They Exist of Classes It is critical that, wherever possible, companies must use Companies must agree a standardised dictionary of classes internationally accepted standards. There are more than 50 to ensure that specification and definitions used in internal and standards in use in the process and power industries and external data exchanges are completely unambiguous. This is many more proprietary and company standards. It is therefore particularly important because: prudent for companies to adopt common standards in use • Terminologies and definitions vary widely both within rather than apply their own. companies and externally To identify the right standard, companies are encouraged to • Rigorous precision is needed to ensure the integrity and consult the CEN ORCHID Landscape of Information Standards. efficiency of assets • Most exchanges today are digital, which means that data In cases where no standards exist, companies should first can only be shared accurately if class definitions are identical define the principles they will apply to augment standards to • Mapping tables are often ineffective as one-to-one relationships bridge the gap to an existing standard. Subsequently, these are often impossible. additions should be passed on to standards organisations to This rationale also applies to Key Principles 4, 5, and 6 on the help the industry progress towards common definitions. content of information to be exchanged. 3
  6. 6. Key Principle 4 - Agree Standardised to agree the collection of attributes for the class to be used Attribute Definitions during the exchange of information. This is important because it narrows the potential universe of attributes that can be applied Once the dictionary of classes is agreed, the definitions of to an equipment class, based on the way that a stakeholder “attributes” linked to those classes must also be agreed. This will use equipment. means having common definitions for the dimensions and properties of equipment. For example, this will include definitions Key Principle 7 - Agree on Additional Attributes for Use for the capacity, throughput or maximum operating temperature by Stakeholders Across the Supply Chain of a pump. The level of granularity for these attributes will vary Once small groupings of attributes are agreed (see Key Principle depending on the ultimate purpose of the information being 6 above), it is also important for all other stakeholders to agree exchanged, to ensure that technical and business needs are met. on the additional attributes they may require for their specific Companies need to agree the appropriate level of granularity activities. In the pump example, when owner operators define for attributes to ensure that the information exchanged is clear their needs for electrical drives, then electrical manufacturer and meets needs, without being unnecessarily detailed. stakeholders need to agree their incremental attribute requirements. Quite separately, steam turbine manufacturers Key Principle 5 - Agree on Units of Measure will need to agree their incremental attributes. These sub-sets There are great variations within companies and between of attributes can be integrated as required, rather than creating companies, sectors, and even geographies in the way that units an unnecessarily large number of attributes from the outset. of measure are used (mass, length and time). This results in Key Principle 8 - Agree on a Standardised Delivery unnecessary complexity and errors in information being shared. Envelope for Exchanging Information For example, capacity for a small pump may be measured in litres/minute, whereas a large capacity pump is measured in After information content elements have been agreed, the metres3 per hour. In many cases, units of measure appear almost information delivery envelope (also known as the “mechanism identical, but are actually quite different. For example, in the for exchange”, or “hand-shake”) must be agreed. For example, measurement of pressure, the use of absolute versus gauge companies or departments exchanging information need to can easily be misinterpreted. It is therefore vital that units of decide whether they will both use XML for the exchange. measure are standardised and agreed internally and externally. It is important to note that complex IT systems are not The key to preventing misunderstanding is to provide clarity essential for effective information exchange. Most IT systems on what is requested/communicated, and to use common in use today have adequate functionality to accommodate definitions/units of measure in the information exchange process. information exchange. In summary, companies will need to move from a multiplicity of Key Principle 6 - Agree on the Collection of Attributes naming conventions and formats for information to common and for the Class to be Used For Any Given Activity integrated classifications for information, based on internationally Once the attribute definitions are agreed, companies also need accepted standards. 4
  7. 7. The CEN ORCHID Roadmap | Implementation Guide Step 2 Assess the Company’s Position on the CEN ORCHID Roadmap The ORCHID Roadmap Information Maturity Model in Figure 3 below helps companies identify stages of progression on information standardisation internally or externally. X-1. ONE TO ONE EXCHANGE OF INFORMATION The exchange of information with external stakeholders is structured on a case-by-case (one-to-one) basis. X-2. CLOSED COMMUNITIES A small group of organizations agree on a common, but limited set of generic definitions, and exchange information according to these rules. X-3. OPEN COMMUNITIES A high level of integration and standardisation of the exchange of information is reached with External participating stakeholders. Information Maturity X-4. MATURING SUPPLY CHAIN EXCHANGE Levels Many-to-many integration and a high degree of collaboration is implemented, based on internationally agreed standards. Time I-4. EXTERNAL PROCESS INTEGRATION Focus on information sharing with external stakeholders, and alignment of that information with Internal internal processes. Information Maturity I-3. INTERNAL PROCESS INTEGRATION Levels Integrates isolated work processes, reducing information overlap, and thereby achieving the next level of efficiency. I-2. SUB PROCESS OPTIMISATION Still focused on relatively isolated work processes, but attempts to achieve efficiency by removing and automating steps. I-1. WORK PROCESS STANDARDISATION Single repetitive processes within a certain group or discipline are standardised. Internal Company Standards International Standards Figure 3: The ORCHID Roadmap Information Maturity Model. 5
  8. 8. There are two aspects to assessing a company’s position. Companies should note that phases can and very often do Firstly, identification of the one or more phases where the overlap in time. Some activities associated with a certain phase company is operating on the Roadmap (see Figure 3). Secondly, are also prerequisites to the following phase. The maturity level assessing the company’s progress or “maturity” within each associated with a phase is the subset of requirements of this of the above phases. This is done by evaluating the company phase, which in turn needs to be fulfilled before the next phase on the following five business dimensions as they apply to can reasonably be started. management of information: Please note: assessment of a company’s level on the Roadmap • Business Processes and maturity within that level are qualitative and subjective • Stretegic Alignment assessments, based on the knowledge of those involved. The CEN ORCHID Roadmap phases and the maturity dimensions • People and Organisation are in fact part of a continuum. They are guideposts to support • Plant Lifecycle Information progress, and should not be treated as having absolute boundaries. • ICT Technology & Infrastructure See the tables on pages 6 and 7 for actions to drive improvements in these areas within each phase. Actions to Drive Information Maturity Improvements within Each Internal Phase . INTERNAL Work Process External Process Sub Process Internal Process Standardisation Optimisation Integration Integration BUSINESS Standardise processes Standardise company- Adopt a holistic approach Agree and align the PROCESSES across a department. wide on best practice on company-wide information to be business processes. best practice business exchanged, and the process standardisation. process for exchanging it. Optimise each process and interrelationships. STRATEGIC Agree and align the Complete standardisation Complete cross company Align classifications ALIGNMENT information to be and classification standardisation and across the external exchanged, and the activities for the domain. classification activities. interface and agree how process for exchanging it. to deal with exceptions. PEOPLE & Develop staff skills and Build capabilities for Ensure overall process Clearly define roles ORGANISATION competencies required to process ownership and ownership, and and responsibilities for implement processes. change management implement cross process internal and external within the subprocess. governance processes. information management. PLANT LIFECYCLE Define standards for one Adopt international Implement company- Publish internal INFORMATION or more departments for and internal standards wide information rules for classifying information, document at business unit quality management information. Classify management. level, including some systems, and adoption of information according to classification norms. classification systems. internationally accepted Agree formats for some standards. interdepartmental information exchange. ICT TECHNOLOGY & Provide a secure personal Develop IT application Establish a governing Provide secure INFRASTRUCTURE computing infrastructure. governance structure body for IT applications. connections to external Manage some work with per domain. Rationalise Integrate IT applications parties. Adopt application IT systems securely. and standardise IT between domains. connectors to external applications supporting exchange standards. standard business processes. 6
  9. 9. The CEN ORCHID Roadmap | Implementation Guide Actions to Drive Information Maturity Improvements Within Each External Phase EXTERNAL One to One Exchange Closed Open Maturing Supply Chain of Information Communities Communities Exchange BUSINESS Accommodate/ Agree a common process Agree a common process Implement assurance PROCESSES adjust processes and model for participating model and standard model for consistency of operations for identified companies. Connect this contracts for participating processes used across interoperability barriers common structure to the companies. Connect the supply chain.Ensure on a case by case basis. entity specific process this common structure automated processes are structure. to the entity specific in place for exchanging process structure for all information according to exchanges. international (or de-facto) standards. STRATEGIC Adopt policy and Agree a shared vision Agree a shared vision Agree a shared strategic ALIGNMENT procedures to agree and policies between between participating vision across the supply case by case information participating companies companies to manage chain on the use of exchange. to manage information information exchange at internationally agreed exchange at a project a company level. Ensure information standards. level. Make incentive standard contracts are Ensure that work based information in place. methods, procedures exchange contracts. and contracts follow international standards. PEOPLE & Ensure skills are available Ensure relevant skills are Ensure relevant skills are Develop relevant ORGANISATION to identify, define and available and mobilised available and mobilised knowledge and skills on exchange information as to: to: internationally agreed agreed contractually. information management - Connect common - Connect common standards, data quality process models to process models to and exchange processes. internal processes. internal processes. - Exchange information in - Exchange information in closed communities. open communities. PLANT LIFECYCLE Agree definition of Agree information Use agreed lifecycle data Use available INFORMATION handover points case by standards to be used, standards to specify internationally agreed case. and common, explicit standardised handover life cycle information definitions of handover points and standardised standards to define and points, and content for content across open dynamically exchange each exchange. communities. all content. Ensure that explicit status information and provenance is available for all content. ICT TECHNOLOGY & Establish interoperability Use secure IT systems Use secure IT systems Use secure IT systems for INFRASTRUCTURE by mapping to automate mapping to automate mapping automated exchange and/ corresponding input between input and output between input and output or mapping between input and output files files using a meta-level files using a meta-level and output files using: manually. Develop structure. Inconsistencies structure. Inconsistencies - A standardised meta-level policy and infrastructure resolved by manual resolved by manual structure to automate future interventions. interventions. - Internationally agreed exchanges. standards Inconsistencies resolved automatically by validation mechanism. Step 3 Establish Realistic Targets for Where the Company Wants To Be Experience has shown that progression in a phase is a significant • The internal and external Roadmap levels they could challenge because the information being exchanged is used in progress to so many different processes in a company. To reach agreement, • The maturity which could be achieved within each level and change well established practices could take significant Key considerations for setting targets are: time and effort – both internally and between parties. • New regulatory requirements • Planned investment and expansion Once companies have completed their evaluation, they can • Competitor positioning set targets for where they would like to be in the future for: • New customer demands 7
  10. 10. Step 4 Based on the Targets, Plan and Implement Improvement Measures Once targets have been set, companies can plan and implement improvements. This can be achieved by: a. Adopting one or more of the eight Key Information Standardisation Principles in this document. Please note, it is the rigour and extent of application of these Principles, which improves maturity and therefore moves a company across a phase and up phases on the ORCHID Roadmap. b. Consulting the CEN ORCHID Landscape of Information Standards, which provides a detailed framework for the types of standards a company may require (see Figures 1 and 2). c. Learning from information standardisation work completed by other companies. Examples of successful implementation from the following organisations and sectors are available from the CEN web-site: Shell Zeiss Optical Instruments VdZ DSM AT&S Renault Siemens Toshiba Statoil BASF ABB and Alstom Endress & Hauser Croon Quick Wins The most important action for all companies involved in • Use common definitions and terminology for all the process and power industries to achieve information classes, attributes, units and measures standardisation is to adopt a common dictionary of classes and • Conform to internationally accepted information their definitions. This would support the creation of any number standards – use the CEN ORCHID Landscape of of product model dictionaries. This collective standardisation Information Standards to identify the standards action would remove the biggest barrier to interoperability relevant for each project internally and between parties. This goal is being pursued by • Work with a common envelope/mechanism for the CEN ORCHID Group and would be a major step forward to exchange drive integration of information and ultimately competitiveness of these industries. These simple, practical measures will significantly help companies across the supply chain reduce costs, and improve the safety, The quickest wins for individual companies seeking to standardise reliability, speed and flexibility of their operations. their lifecycle information are to adopt the following summarised version of the Key Standardisation Principles for all internal and external exchanges of information: 8
  11. 11. The CEN ORCHID Roadmap | Implementation Guide ORCHID Contacts 1. Review the full suite of CEN ORCHID Materials www.cen.eu/cen/Sectors/Sectors/ISSS/Workshops/Pages/workshopORCHID.aspx 2. Contact the offices of the European groups involved in the CEN ORCHID Project Industry groups Country of residence Website USPI-NL The Netherlands www.uspi.nl PROLIST INT Germany www.prolist.org eCl@ss Germany www.eclass.de VdZ Germany www.vdz.de ICAAMC UK www.icaamc.org POSCCaesar Norway www.posccaesar.com THTH Finland www.ththry.org PIDX UK www.pidx.org ETIM The Netherlands www.etim-international.com 2BA The Netherlands www.2BA.nl For further information on the ORCHID Group, contact Mr. Paul van Exel - Stichting USPI-NL Tel : +31334657679, stichting@uspi.nl The ORCHID Group would like to thank the following organisations that have contributed to the development of the Roadmap: Shell Projects & Technology, Bayer Technology Services, BASF, Siemens, Fluor, LyondellBasell, Croon TBI Techniek, Endress+Hauser, Rösberg Engineering, Pepperl & Fuchs, DAMO Tec, Aalto University, Cure Maintenance Consultants, Paradine, AVEVA, Intergraph, Improvia, PLM Consultancy, VTT Technical Research Centre, TACOS, Idoro, Fachhochschule Vorarlberg, WS Cataloguing Solutions, University of Hagen/ Semaino, Red-Bag, Pragmeta Knowledge Clout, BGS Systemplanung, Aachen – University of Applied Sciences. 9
  12. 12. The work was supported by the European Commission, Directorate Enterprise and Industry and the European Free Trade Association.

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