At the process automation users association WIB, March 2016, ARC's Valentijn de Leeuw gave a presentation about simple, robust and safe automation and IT from instrument up to and including Industrial IoT networks

1. Simplicity, robustness and safety
from instrument up to including
Industrial IoT networks
Valentijn de Leeuw, ARC Advisory Group

2. I found this fascinating..
V de Leeuw, ARC Advisory Group, 2016 2
Fragment IUPAC pVT equation for propylene, 26 constants

3. If you need to fit an elephant…
Not practical for day to day challenges
3
© Benh Lieu Song
It can turn out handy
V de Leeuw, ARC Advisory Group, 2016

4. Challenges in today’s environment
• Competitiveness: Value and Efficiency
• Flexibility
• Agility
• Reliability, resilience
• Resources, knowledge
• Speed of change
• Safety, Security, Privacy
V de Leeuw, ARC Advisory Group, 2016

5. 1 Opportunities
V de Leeuw, ARC Advisory Group, 2016

6. Wish list for efficiency improvement
• Seamless communication
• Plug and Play (or Plug and Produce)
• Autonomous systems
• Robust and resilient system behavior
• Intrinsic safety and security
• Maximize shared standards
V de Leeuw, ARC Advisory Group, 2016
Creating time for concepts, standards, design, value creation

7. 1 Opportunities
Vision
Early examples

8. 3rd Party
Services
Plant Systems
and Assets
Enterprise Systems
Connected
Enterprise
Flexible Worker
Schedules
Location/Nav Services
Video Presence
(Expert Help)
Augmented Reality
Smart
Tools
Connected Worker
Collaboration
Self-Planning
Systems
Smart Metrology
Smart Logistics
Smart
Carriers
RFID
Smart Warehouse
Remote
Monitoring & Services
Connectivity
Platform
Advanced Analytics
Apps
Connected
Machine
Smart Containers
Advanced Analytics
Logistics
Services
Connected
Supply Chain
Value Chain
Smart Consumers
Smart Machines
IIoT Smart
Module
Smart
Products
Smart
Components
Connected
Products
Vision Plug & Play IoT
V de Leeuw, ARC Advisory Group, 2016

9. Flexible Worker
Schedules
Location/Nav Services
Video Presence
(Expert Help)
Augmented Reality
Smart
Tools
Connected Worker
Collaboration
Smart Metrology
Smart Machines
IIoT Smart
Module
Plug & Play tools and instruments
V de Leeuw, ARC Advisory Group, 2016

10. Plug & Play tools and instruments
• Standardized parameter sets (NAMUR)
– Basic: minimum standard set, specification required
– Advanced: default values, optional use
– Expert: default values, optional use
– Standardized diagnosis parameters (NE107)
• Essential issues
– standard devices (NE131)
– self-monitoring and diagnosis (NE107)

11. Plug & Play automation components
• ExxonMobil initiative “It Just Happens”
• Motivation
– High cost of ‘technology refresh’ limits access to leading
edge performance
– Expensive to integrate third-party components
– Application market liquidity is limited; lack of
sophisticated development tools
– Solutions are bundled versus best-in-class
– Security model is not intrinsic; bolted-on, not built-in
Source: Don Bartusiak, ExxonMobil, ARC Forum Orlando 2016

12. real-time service bus
DCS
DCN
Analyzer
Machinery
Monitoring
Safety
System
s
Wireless
Gateway
PLC
Core
Real-Time
Functions
Open Systems Architecture Vision
A system of systems …
Network
Services
New
New
Ne
w
Migration
Transactional Services
• Maintenance
• Planning & Scheduling
• Enterprise Data Analytics
Cloud Services
• Predictive Maintenance
• Global Data Analytics
• Remote Operations
• Fleet Optimization
App A App B
Operations Platform
High-Availability, Real-Time
Advanced Computing Platform
L1  L3
Functions
OT Data Center
L1 L3 Functions
I/O Processing
Regulatory Control
Application Hosting
L4 Functions
IT Data Center
Existin
g
New
Legen
d
Business
Platform
Transactional
Computing
Platform
DCN
RTAC Platform
Source: Don Bartusiak, ExxonMobil, ARC Forum Orlando 2016

13. Connected
Enterprise
IIoT Smart
Module
Plug & Play Machine Integration
Plant Systems
and Assets
Enterprise Systems
Connected
Enterprise
V de Leeuw, ARC Advisory Group, 2016
• Semantic interoperability
– Domain specific dictionaries (ontologies)
• Away with the integration head-ache
• Enable modular production

14. ISA 88 PackML as a USB Connector
LINE Control
PackML
LINE Control
PackML PackML
Arne Svendson, Arla Foods ARC’s Europe Forum 2016

15. 3rd Party
Services
Plant Systems
and Assets
Enterprise Systems
Connected
Enterprise
Flexible Worker
Schedules
Location/Nav Services
Video Presence
(Expert Help)
Augmented Reality
Smart
Tools
Connected Worker
Collaboration
Smart Metrology
Connected
Machine
Connected
Supply Chain
Smart Machines
IIoT Smart
Module
Connected
Products
Plug & Play IoT machine
Remote
Monitoring & Services
Connectivity
Platform
Advanced Analytics
Apps
Self-Planning
Systems
V de Leeuw, ARC Advisory Group, 2016

16. 3rd Party
Services
Plant Systems
and Assets
Enterprise Systems
Connected
Enterprise
Flexible Worker
Schedules
Location/Nav Services
Video Presence
(Expert Help)
Augmented Reality
Smart
Tools
Connected Worker
Collaboration
Smart Metrology
Connected
Machine
Connected
Supply Chain
Smart Machines
IIoT Smart
Module
Connected
Products
Plug & Play IoT Product
Remote
Monitoring & Services
Connectivity
Platform
Advanced Analytics
Apps
Self-Planning
Systems
Smart
Products
Smart
Components
V de Leeuw, ARC Advisory Group, 2016

17. Plug & Play IoT Services
Secure data collection over the cloud
Reducing time to decision
increases value
Kerry O’Sullivan, Outotec, OSIsoft EMEA User Conference 2015

18. 3rd Party
Services
Plant Systems
and Assets
Enterprise Systems
Connected
Enterprise
Flexible Worker
Schedules
Location/Nav Services
Video Presence
(Expert Help)
Augmented Reality
Smart
Tools
Connected Worker
Collaboration
Smart Metrology
Connected
Machine
Connected
Supply Chain
Smart Machines
IIoT Smart
Module
Connected
Products
P&P Logistics, WH
Remote
Monitoring & Services
Connectivity
Platform
Advanced Analytics
Apps
Self-Planning
Systems
Smart
Products
Smart
Components
Smart Logistics
Smart
Carriers
RFID
Smart Warehouse
Smart Containers
V de Leeuw, ARC Advisory Group, 2016

19. 2 Challenges
V de Leeuw, ARC Advisory Group, 2016

20. Safety, Security and Privacy
Buncefield accident

21. General
Principles
Safety
Common
Aspects
Governance
Organization
Security
SkillsStandards Standards
Smart Mfg
Standards
Chapter flow
V de Leeuw, ARC Advisory Group, 2016

22. Principles – from experience
• Corporate safety/security excellence
• Managed
• Competence
• Culture
• Objectives and KPI’s
• Incentives
• Independent audits
See also Total’s
Organizational
Fundamentals for the
Process Industries
V de Leeuw, ARC Advisory Group, 2016

23. Interrelated disciplines
Source Eric Cosman, ARC, 2016, http://bit.ly/1PaxC3ZV de Leeuw, ARC Advisory Group, 2016

24. Risk management Threats
Assets
Activities
Security
Assurance
Processes
And Practices
produce
Evaluations
Prove
Confidence
Operators
demand
Stakeholders
require
Vulnerabilities
exploit
Layers of
Protection
reduce
Ccountered by
Risks
forSecurity assurance
Risk evaluation
Balancing residual risk and means deployed
Source: Bertrand Rique, controlchaingroup.netV de Leeuw, ARC Advisory Group, 2016

25. Layers of protection
• Safety by design
• Not fixing problems!
• Seems expensive until the incident
happens
Picture: http://bit.ly/1Ml1jPU

26. Layers of ProtectionPublic emergency plan
Site emergency plan
Physical protection (retention)
Physical protection (containment)
Safety/Security Systems
Alarms, Operator Intervention
Control
Installation
Limitative
Corrective
Preventative Probable, Low
severity
Improbable, high
severity
Process and
functional
safety view
Source: Bertrand Rique, controlchaingroup.netV de Leeuw, ARC Advisory Group, 2016

27. Process SafetyPublic emergency plan
Site emergency plan
Physical protection (retention)
Physical protection (containment)
Safety Instrumented Systems
Alarms, Operator Intervention
Control
Installation
Limitative
Corrective
Preventative
Human factors
Alarm Management
HMI Design
Process, equipment,
Control design
Safety system
design
V de Leeuw, ARC Advisory Group, 2016

28. Functional safety by Design
• Safety system design
• Alarm management
• HMI Design
• Process, equipment and control design
– Procedural automation
V de Leeuw, ARC Advisory Group, 2016

29. Applicable standards
IEC 61508
Framework
IEC 61511
Process industries
IEC 62061
Machines
IEC 61513
Nuclear
ISO 26262
Automotive
Rail
EN 50126, EN 50128
EN 50129
IEC 61800
Variable speed
control
ISO 13849
E/E low complex
machine (EN954)
EN 60079
Equipment in
Expl. atmospheres
EN 50402
Gas detection
EN 50271
Soft gas detectors
Sources: Bertrand Rique, Controlchaingroup.net
Valentijn de Leeuw, Thomas Menze, ARC Europe
Updated for security
ISA 106
Procedural Automation
ISA 101
HMI
V de Leeuw, ARC Advisory Group, 2016

30. IT SecurityPublic emergency plan
Site emergency plan
Physical protection (retention)
Physical protection (containment)
Reactive automated protection
Alarms, Operator Intervention
Control
Installation
Limitative
Corrective
Preventative
Human factors
Detection, Alarms
Backup, Recovery
Computer, controller
fieldbus and
network design
Hot swap,
shutdown, cut-
off,…
Security /
privacy view
V de Leeuw, ARC Advisory Group, 2016

31. Applicable standards
• General IT (L5-L3)
– ISO 27000 series
• Automation, industrial systems and
networks (L5-L1)
– ISA 99 / IEC 62443
• Specialized
Sources: Bertrand Rique, controlchaingroup.net
Hudson Cybertec http://bit.ly/1YX7hhbV de Leeuw, ARC Advisory Group, 2016

32. Common aspects
• Leadership, organization and accountability
• Safe/secure work procedures and work permits (and
following them)
• Safe work practices
• Proper plant and equipment status
• Proper operational communications
• Operations discipline and capability
• Common risk evaluation and management
Total’s Organizational
Fundamentals for the
Process Industries
ARC
V de Leeuw, ARC Advisory Group, 2016
Sources: Van Roost, Total, ARC Europe forum 2010
Eric Cosman, ARC, 2016, http://bit.ly/1PaxC3Z

33. Smart Manufacturing and Services
• New standardization ongoing
– IEEE P2413 Reference Architecture (http://bit.ly/1U5gViK)
• protection, security, privacy and safety
– AIOTI high-level architecture and semantic interoperability
with security and privacy (http://bit.ly/1SQGLWk)
– Industrial Data Space (http://bit.ly/1QVKiBw)
• Standardization for privacy and ownership
• Complimentary to I40 and Smart Services “Welt” (http://bit.ly/1ppJXwS)
– And more
Picture: http://bit.ly/1PayghUV de Leeuw, ARC Advisory Group, 2016

34. 3 Take away
V de Leeuw, ARC Advisory Group, 2016

35. Shape your world!
• Design for robustness, safety and security
– Require the same from suppliers and partners
– Interoperability, intrinsic safety and security
• Simplify, standardize, apply standards
– WIB, NAMUR, ISA, ISO, …
• Innovate, push to innovate and robustify
– Common requirements: NAMUR,..
– ExxonMobil It Just Happens, …
– Add new value, embrace Smart Manufacturing
V de Leeuw, ARC Advisory Group, 2016

36. Disclaimer
• This presentation has been made with
rigor and attention but has not been
audited, and small errors may have
crept in.
• The presentation is not exhaustive.
V de Leeuw, ARC Advisory Group, 2016

37. The End
V de Leeuw, ARC Advisory Group, 2016