IIF – Information Integration Framework

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18.10.2007 © 2007 IBM Corporation Chemical and Petroleum Solution Architecture IIF – Information Integration Framework Ronald Montgomery IBM World Wide Industrial Solutions October 2007

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18.10.2007 © 2007 IBM Corporation

Chemical and Petroleum Solution Architecture

IIF – Information Integration Framework

Ronald MontgomeryIBM World Wide Industrial SolutionsOctober 2007

SOA on your terms and our expertise

Chemical and Petroleum Integration and Information Framework

Chemical & Petroleum Integration and Information Framework

A common model based access method where information for production operations is easily and transparently accessible across multiple assets & facilities and work processes in the context of production and operation equipment, relevant operational events and transactions.

Context based information is the basis for performance analysis, improvement real time information based decision support processes and other work process efficiency improvements…. Businesses need an effective way to measure and analyze process/production performance in the context of installed equipment base.

Today many different applications are deployed across the enterprise at both the business and production levels to manage and record operations performance. Each application instance has its own unique reference and data model.

Cross location and cross work process transactions and events are not captured in the context of equipment configurations or production relevant events. Views are incomplete; analysis is sub-optimal and localized. Integrating additional facilities or introducing new functionality is difficult, time consuming and costly.

Our research shows that there is no fundamental commercial product or solution available today to address all of these problems.

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Chemical and Petroleum Integration and Information Framework

Key Functionality of an C&P SOA based Integrated Framework

– Provide a standards based Model and enterprise taxonomy/ontology that yields Enterprise Name Space Management / Maintenance / Visual Access to Process Data, Documents/Specifications/Reports

– Provision it as a Federated and Distributed On-line model allowing multiple methods for data access, model data location query via web services

– Provide agile adapters i.e. Adapters that are Model Aware, supporting automated

configuration and model updates from the “Systems of Authority”

– Provide independent & rich client SVG based visualization to view query and represent document: reports, data specifications, and equipment, process variables

– Provide a Services/Utilities to graphically configure/define & subscribe to the delivery of real time data, process events, and KPI’s

– Provide adaptive process workflow, based on industry standards, that allows a means to Create and Customize and start Business Rules/Requirements within the frame work of the ISA95/88 activity models

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Chemical and Petroleum Integration and Information Framework

An Integrated Information Framework – Providing an efficient pipeline for real-time data transfer and analysis of data

Vendor

Vendor

Field data• Drilling & well

operations• Reservoir &

production operations

• Operation & maintenance

A Real-Time Information Pipeline leveraging the

Reference Semantic Model standard

Operator

IBM C&P Model Based SOA Integrated Manufacturing Solution

Frame Work

Web-service enabled applications

The RSM is composed of:• OPC & WITSML/PRODML information

mapped to an RSM, MeasurementValues, class

• ISA S88/S95, ISO 15926, IEEE 61970/68 for asset and physical hierarchy representation

• ISO 15926, & Mimosa, for asset life cycle management

Field 1

Field 2

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Chemical and Petroleum Integration and Information Framework

MimosaAssetModel

Federated Role Based

ProcessModels

MaintenanceRequest

MaintenanceRequest

MaintenanceWork Order

MaintenanceWork Order

MaintenanceResponse

MaintenanceResponse

May be generated for0..n

1..1

1..1

1..1

EquipmentClass Property

EquipmentClass Property

EquipmentProperty

EquipmentProperty

EquipmentCapability TestSpecification

EquipmentCapability TestSpecification

EquipmentClass

EquipmentClass

Hasvalues for

0..n

0..n

0..n

0..n

0..n

EquipmentEquipment

EquipmentCapability Test

Result

EquipmentCapability Test

Result

0..n

0..n1..n

Hasproperties

of

Is testedby a

Maps to

Defined by

Records theexecution of

0..n

0..n May result in

0..1

May be up of Is against

Is madeagainst

0..n

0..n

Defines aprocedure forobtaining a

MaintenanceRequest

MaintenanceRequest

MaintenanceWork Order

MaintenanceWork Order

MaintenanceResponse

MaintenanceResponse

May be generated for0..n

1..1

1..1

1..1

EquipmentClass Property

EquipmentClass Property

EquipmentProperty

EquipmentProperty

EquipmentCapability TestSpecification

EquipmentCapability TestSpecification

EquipmentClass

EquipmentClass

Hasvalues for

0..n

0..n

0..n

0..n

0..n

EquipmentEquipment

EquipmentCapability Test

Result

EquipmentCapability Test

Result

0..n

0..n1..n

Hasproperties

of

Is testedby a

Maps to

Defined by

Records theexecution of

0..n

0..n May result in

0..1

May be up of Is against

Is madeagainst

0..n

0..n

Defines aprocedure forobtaining a

Well Platform

Refinery

ProcessTags

Local Process Models Federated to represent aSingle enterprise model name space

MaintenanceRequest

MaintenanceRequest

MaintenanceWork Order

MaintenanceWork Order

MaintenanceResponse

MaintenanceResponse

May be generated for0..n

1..1

1..1

1..1

EquipmentClass Property

EquipmentClass Property

EquipmentProperty

EquipmentProperty

EquipmentCapability TestSpecification

EquipmentCapability TestSpecification

EquipmentClass

EquipmentClass

Hasvalues for

0..n

0..n

0..n

0..n

0..n

EquipmentEquipment

EquipmentCapability Test

Result

EquipmentCapability Test

Result

0..n

0..n1..n

Hasproperties

of

Is testedby a

Maps to

Defined by

Records theexecution of

0..n

0..n May result in

0..1

May be up of Is against

Is madeagainst

0..n

0..n

Defines aprocedure forobtaining a

0..1

> Implemented by

< records useand removal of

asset toimplement

equipment

0..n

> May be made up of

PhysicalMakeAndModel0..n

> is an instance of

PhysicalAsset

Property

Hasvalues for >

0..n

PhysicalMakeAndModel

Property

0..n

Haspropertiesof >

Maps to

PhysicalAsset Utilization

History

1..1PhysicalAsset

0..1

Physical AssetCapability TestSpecification

0..n0..n

0..n 1..n

defines a procedurefor how to test >

< records thetesting of

< is usedto test

Physical AssetCapability Test

Result

0..1

> Implemented by

< records useand removal of

asset toimplement

equipment

0..n

> May be made up of

PhysicalMakeAndModel0..n

> is an instance of

PhysicalAsset

Property

Hasvalues for >

0..n

PhysicalMakeAndModel

Property

0..n

Haspropertiesof >

Maps to

PhysicalAsset Utilization

History

1..1PhysicalAsset

0..1

Physical AssetCapability TestSpecification

0..n0..n

0..n 1..n

defines a procedurefor how to test >

< records thetesting of

< is usedto test

Physical AssetCapability Test

Result

Link

Reference Semantic Model

ISA-S95/88augmented

model

WITSML/PRODML Entities

Enterprise monitoring interface sees two tags with similar names but they are uniquely named and identified in the process models

ProcessTags

LIMS, MES, DCS Entities

Well Service System Process Historian e.g. OSI/PIDiverse Systems

Process Historian e.g. OSI/PI

Value of the RSM Applied asset & physical hierarchy representation

Refinery 1

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Chemical and Petroleum Integration and Information Framework

Reference Semantic Model Objective

Implement-able reference semantic model that can be used by manufacturing companies (process industries, oil & gas, automotive, aerospace, etc.) to connect measurements, planning/scheduling, life cycle management, etc. throughout the enterprise

This is not a data model and does not constrain the way applications implement the information contained within the model. The RSM facilitates the exchange of information (implement-able exchange model)

The RSM provides a single enterprise hierarchy that models process equipment, measurements, and document connectivity for visualization

Essentially answer the Open Operations and Maintenance model requirement

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Chemical and Petroleum Integration and Information Framework

Participants MIMOSA Chair - Alan Johnson/Ken Beaver

OAGi CTO– Dave Connelly

WBF – Dave Emerson

ISA 88 Chair – Dennis Brandl

ISA 95 Chair – Keith Unger

OLF – Thore Langeland/Magne Valen-Sendstad

OSIsoft – Jack Aude (Batch expert)

DOW – Russ Dickinson (Chief Manufacturing Architect)

SISCO – Herb Falk (Solutions Architect)

IBM – Lorenzo Childress (Solutions Architect)

The Reference Semantic Model

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Chemical and Petroleum Integration and Information Framework

Work Progress on the Reference Semantic Model, RSM Has Been Submitted to the Various Standards Committee for Review and Approval

ISA 95/88, - Harmonization to link Important standards into a Base Model representation to provide complete view of any enterprise from top to bottom. Internal representation of equipment measurement instances and documents, report, specs, etc

– Identified ISA95/88 Standards disconnects and ambiguities and enhanced the vertical linkage between them for a seamless on-line process equipment and measurement instance representation.

– Added the use of enumerations based on core components rather the strings (no free form data types) Note Enumeration is the key to enterprise enforcement and utility

– Added a defined measurement type, standardized on SI formats – Added OPC quality characterization to the measurement type – Added a general document class that is decomposable and can be queried– Generalized the physical site hierarchy and the generalized location of entities within the that hierarchy – Added Equipment Connectivity to support visualization -> Can use the model as installed P&I Diagram– Added Electrical Transmission & Distribution (Power Measurement, Breaker location, etc)– Added links to the MIMOSA standard for representation of assets (Adds Maintenance life cycle tracking capability to

the model representation) – Added Multiple languages– Standardized on GMT time

Enabled Model Base Case to Industry to Company instance tailoring/extensibility while keeping the contributing model standards sacrosanct/pure (i.e. no new standards just linkages and extensions defined though enumeration)

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Chemical and Petroleum Integration and Information Framework

The Specifc Upsteam Challenge Many oil & gas installations with significantly different

applications

Corporate target to standardize processes and applications for management and operation of the installations

An IT architecture supporting a fast and cost-efficient rollout of standardized applications and processes a prerequisite

Must integrate and cooperate with many

ongoing projects

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Chemical and Petroleum Integration and Information Framework

Main functionality - Overall architecture

DCS’s, PLC’s, Data Historians, Sensors , Well Services firms

ERP, Process Optimization & Analysis App’s …

Model Aware Adapters

ISA 95/88 Standards Based Asset Models

Role Based Visualization Interface and extended/new functionality

MaintenanceSupervisorMaintenanceSupervisor

Plant EngineerPlant Engineer

Plant SupervisorPlant Supervisor

Plant OperatorPlant Operator

Quality EngineerQuality Engineer

ISA 95ISA 95/88

Maintenance processes and web services for accessing real- time data and

process events

Enterprise Service BusISA 95/88 Model

Repository

ModelManager

Real-time centre EngineerReal-time centre Engineer

OPC XML-> UA&

WITSML/ PRODML

WebServices

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Chemical and Petroleum Integration and Information Framework

Well Site App’s, DCS, PLC’s, Data Historian,

Intelligent/RFID Sensors

ESB

ERP, MES, LIMS, Process Optimization,

Process Analysis App’s

ModelManager

Model Aware Adapters

Manufacturing Processes

Enterprise Process Control / Manufacturing Applications

Role Based Visualization Interface

MaintenanceSupervisorMaintenanceSupervisor

Tech CenterEngineer

Tech CenterEngineer

Plant EngineerPlant Engineer

Plant SupervisorPlant Supervisor

Plant OperatorPlant Operator

Quality EngineerQuality Engineer

SOA Service Choreography

Model + P&IDGraphicalRendering

Complex Event Processing

SOA Business Applications

Naming Service

RSM S95/88 Model

Bus apps / svcs

IBM SystemsArchitectural constructIBM SystemsArchitectural construct

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Chemical and Petroleum Integration and Information Framework

Architecture(detailed)

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Chemical and Petroleum Integration and Information Framework

Physical InfrastructurePlatform A Platform B

KM DCS ABB DCS

IMS (OSIsoft PI)

A really cold place

IMS (AspenTech IP.21)

A colder place

OffshoreOnshore

Matrikon OPCTunneller Server

Bergen

Matrikon OPCTunneller ClientIBM Stavanger

IBM

Matrikon OPCTunneller ClientIBM Stavanger

SISCO UIBServer Adapter

SISCO UIBServer Adapter

Enterprise Services Bus

SISCO UIBClient Adapter

SISCO UIBCORE Components

Excel

MatrikonOPC Explorer

MatrikonProcessNet

OSIsoftOPC Client

IIF Workbench

SISCO UIBClient API

WebSphereApp Server

CustomerSecured

Environment

16 SOA on your terms and our expertise

Chemical and Petroleum Integration and Information Framework

A Chemical Company Example

IBM RSM Model Aware Manufacturing Service BusIBM RSM Model Aware Manufacturing Service Bus

DCS

Naming Service

PLC WWAspentech PI

Portlet

Portlet

Portlet

Portlet

Portal Application

xMII

Web Service

XI

SAP NetWeaver

Enterprise Portal

RSM Model Manager Mediator Service Registry

Choreographer Rules Engine Event Processor

Business Management

Manufacturing Operations Management

16

HighFidelity

Visualization

IBM Role Based Visualization Interface Served through Hale/DOJO

MaintenanceSupervisor

Tech Center Engr.

Plant Engineer

Plant Supervisor

Plant Operator

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Chemical and Petroleum Integration and Information Framework

Packages and main components (Architecture view)

Integrated Information Framework (IIF)Reference Semantic Model (RSM)A collage of: S95/S88, ISO-15926, IEC-61970/68, ISO-13374, OPC, WITSML/PRODML

The IIF implements RSM and consists of these components:1. Model Manager (Model Repository, Model explorer, Info Loc Resolution)2. Model aware OPC Server and OPC Client adapters3. Enterprise Model adapter4. IIF Workbench (Model Visualization, P&ID Visualization)

ESBESB

Visualization Engine IIF Workbench

Model aware OPC Client Adapter

OSI PIOSI PI

ESBESBESBESB

ABB Transmitter Surveillance app.

Model Manager

Aspentech IP21Aspentech IP21MS ExcelMS Excel

Kepware OPC CLientKepware OPC CLient

Matrikon ProcessNetMatrikon ProcessNet

Enterprise Model Adapter

Model aware OPC Server Adapter

RSA/ CIM ToolModel Creation,Instance Creation

Model and P&ID rendering

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Chemical and Petroleum Integration and Information Framework

Demo part

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Chemical and Petroleum Integration and Information Framework

Visualization Attributes

Zero-footprint, pure web browser-based interface

Eclipse-like architecture

Does not poll for data update but subscribes to events

Easy to customize, extensible, and configurable

Provides basic tooling infrastructure

Page editors and visual XML editors can be built

Can run inside Share Point and SAP portals !!!

Can run across WANS and Low Band Width environments

Can drive visualization on PDA’s, and iPhone, etc.

To provide a basic platform that can be used to build various browser-based tools

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Chemical and Petroleum Integration and Information Framework

Use Cases Being Done For Customers

1. Meta Model Creation, Model Instance Creation, Model Maintenance, and Measurement Instance Mapping

2. Configure the Instance Model Automatically

3. Access all Process Historian’s Data

4. Access all Distributed Control Systems

5. Access all PLC’s

6. Access by Siemens IndX and OSI PI Foundation to the RSM, and Process Visualizations

7. Visual configuration and subscription to Complex Events & Alarms Model Visualization, Model Maintenance, Web Service Definition,

8. RSM Model based P&ID Creation and Visualization

9. Microsoft and SAP Web Services Interface via Visual Subscription Service

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Chemical and Petroleum Integration and Information Framework

Chemical and Petroleum IIF Component Business Services

21

Composite Business Service (CBS) Suites For Chemical and Petroleum

IIF Framework

Up Stream enabler Down Stream Enabler

C&P IIF Industry Content Packs

Composite Business Services Components

• CBS Process Flows and BPELs• CBS Process Orchestrations

and WSDLs• User Interface Templates &

Content• CBS Data Models• Services Model

• Service Descriptions• Svc. Interface

definitions, etc.• Service Realizations

• Service Components (Software Code)

• Messaging Components (Software Code

• Message Sets, Database ScriptsIIF Framework Components WebSphere Process Server WebSphere Integration Developer WebSphere Remote Server (bundles WebSphere Enterprise

Service Bus and DB2 Enterprise Server Edition) Rational Software architect Tivoli Identity Manager, Tivoli Access Manager Tivoli System Auto. for Multi-platforms IBM System Storage Area Network (SAN) WebSphere ESB – CEP Feature Pack Integrated Information Framework (RSM and Workbench) RSM Store (SISCO UIB) *Partner Product• Enterprise Model Adapter, Key Adapter (GDA, TSDA, HSDA,

Events)

C&P IIF Industry Content Packs•Industry Reference Semantic Instance Models•C&P integration Information Services (SISCO OPC Adapters)•Industry Message Models WITSM/PRODML OPC XML/UA

Industry Enablers• Extensions to RSM & Mappings for customer processes• Extended Technical & Business Services • Common Industry Business Rules

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Chemical and Petroleum Integration and Information Framework

Key areas for Integrated Operations

Chemical &

Petroleum

IntegratedInformationFramework

Automatic monitoring

Real-time processing and

analysis

Work processes and decision

support

Safe and reliable data and

communication infrastructure

Visualization and decision support

Onshore control room work processes

Roles and Responsibilities

Change management

Condition monitoring of topside equipment

Down hole flow sensors, multiphase rate meters

Ocean bottom and well seismic

Fast update of geo & reservoir models

Process optimization tools

Well planning and drilling optimization

Condition based maintenance applications

Well data transmission High capacity data

transfer Standards and

protocols, applications integration

Redundancy