WORKING PAPER Exemplification of the Industrie 4.0 Application Scenario Value-Based Service following IIRA Structure In collaboration with Imprint Publisher Federal Ministry for Economic Affairs and Energy (BMWi) Public Relations 10119 Berlin www.bmwi.de The Federal Ministry for Economic Affairs and Energy was awarded the audit berufundfamilie® for its family-friendly staff policy. The certificate is granted by berufundfamilie gGmbH, an initiative of the Hertie Foundation. Text and editing Plattform Industrie 4.0 Bertolt-Brecht-Platz 3 10117 Berlin Design and production PRpetuum GmbH, Munich Status April 2017 Print Bonifatius GmbH, Paderborn Illustrations iStock – zoranm (title), iStock – Fertnig (p. 4), iStock – danchooalex (p. 6), iStock – AlexRaths (p. 8), iStock – danchooalex (p. 23) This brochure is published as part of the public relations work of the Federal Ministry for Economic Affairs and Energy. It is distributed free of charge and is not intended for sale. The distribution of this brochure at campaign events or at information stands run by political parties is prohibited, and political party-related information or advertising shall not be inserted in, printed on, or affixed to this publication. This publication as well as further publications can be obtained from: Federal Ministry for Economic Affairs and Energy (BMWi) Public Relations E-mail: [email protected] www.bmwi.de Central procurement service: Tel.: +49 30 182722721 Fax: +49 30 18102722721 2 Content Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 The Industrie 4.0 Demonstrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Introduction to IIRA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Industrie 4.0 Demonstrator mapped to IIC Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Setup and Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Application Scenario VBS – Value-Based Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Usage in the Context of the Industrie 4.0 Demonstrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Business Viewpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Stakeholder and Vision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Values and Experiences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Key Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Fundamental Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Usage Viewpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Activity “replacement of a carrier” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Activity “recording on request additional data” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Activity “analysis of energy consumption information of a carrier” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Activity “generation of a cleaning recommendation” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Activity “benchmarking of a transportation system” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 Functional Viewpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Implementation Viewpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Cross-cutting Relations between the Viewpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Lifecycle Perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Lifecycle Perspective of Plattform Industrie 4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Examples for Life of a Transportation System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Examples for Life of Assets related to a Carrier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Lifecycle Perspective of IIC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Mapping of the Lifecycle Perspectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Conclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Authors and Guests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 3 Foreword Objectives In the context of Industrie 4.0 and the Industrial Internet different architecture models (RAMI 4.0, IIRA …) have been developed in the past. The presented paper documents the successful endeavor for a better understanding of different viewpoints. This is generated by mapping the scenario approach of the Plattform Industrie 4.0 to the Industrial Internet Reference Architecture (IIRA). This document has been elaborated in the working group “modeling example” of VDI/VDE-GMA Technical Committee 7.21 “Industrie 4.0 – Terms, Reference Models, and Architecture Concepts”. It includes contributions of and the discussion with the working group “Research and Innovation” of the Plattform Industrie 4.0. In addition, the content of the paper has been discussed with various persons involved in the IIC with the result that this paper was endorsed by the Steering Committee of the IIC. The objective of this document is to illustrate the concept of viewpoints of the Industrial Internet Reference Architecture (IIRA) based on a concrete modeling example We like to thank the members of the working group “modeling examples” of VDI/VDE Society Measurement and Automatic Control (VDI/VDE-GMA) Technical Committee 7.21 “Industrie 4.0 – Terms, Reference Models and Architecture Concepts” for having taken this approach and the members of the working group “Research and Innovation” of the Plattform Industrie 4.0 for their contribution and open discussion. The presented elaboration is an important part for moving forward to a unified point of view, which is required for solving the challenges of the vertical and horizontal integration including the aspects of related life cycles. And its results are supported by the strong committee of VDI/VDEGMA and the Plattform Industrie 4.0 thanks to the open minded and integrating procedure chosen. Prof. Dr. Ulrich Epple Johannes Diemer “The Industrial Internet Consortium applauds Plattform Industrie 4.0 on its newly published body of work entitled 'Exemplification of the Industrie 4.0 Application Scenario Value-Based Service following IIRA Structure'. We look forward to continuing our collaborative efforts with Industry 4.0 as works similar to this and others continue to advance IIoT.” John Tuccillo, Chairman of the IIC Steering Committee As subject for illustration the so called Industrie 4.0 demonstrator was chosen. This is a representative example of a production application. The Industrie 4.0 demonstrator illustrates some core aspects of Industrie 4.0 by concretization of various application scenarios. In this paper we focus on the application scenario VBS – Value-Based Service, which was proposed as a joint scenario of Plattform Industrie 4.0 and Industrial Internet Consortium (IIC). The target audience of this document is users who want to better understand the application of IIRA especially in the area of manufacturing industries. Some selected concepts of IIRA are illustrated, but these descriptions do not claim to be exhaustive with respect to the concepts of IIRA. The working group “Modeling Example” of VDI/VDE-GMA 7.21 contributed with the report “Modeling Examples of Industrie 4.0 Components”, see [1], to a better understanding from an application perspective of various conceptual approaches in the context of Industrie 4.0 (RAMI4.0, Industrie 4.0 component, assets, etc.). In a similar way there is a need to understand the approaches and concepts of IIC compared to Plattform Industrie 4.0 from an application perspective. Examples are the viewpoints of IIRA, functional viewpoint of IIRA versus layer axis of RAMI4.0, solution lifecycle of IIC versus lifecycle & value chain axis of RAMI4.0. Therefore the same subject for illustration was chosen. 4 The Industrie 4.0 Demonstrator A primary user of Industrie 4.0 is the manufacturing industry. The manufacturing industry has to ensure the required quality of products and is driven by the challenges to increase efficiency, shorten time-to-market and enhance flexibility, see Figure 1. As a consequence the value added processes along the entire life cycle of the product have to be reorganized. Industrie 4.0 postulates that this can be done by exploiting the opportunities of digitalization. To illustrate new ways of organizing the value added processes, the Plattform Industrie 4.0 has developed application scenarios, see [2], [3] and Figure 2. These application scenarios describe the vision of the German industry to guide their digital future. The Industrie 4.0 demonstrator refines and implements selected aspects for three application scenarios, namely AF, VBS and SDP. In this paper we focus on the application scenario VBS – Value-Based Service, which was proposed as a joint scenario of Plattform Industrie 4.0 and IIC, see [4]. The Industrie 4.0 demonstrator, see [5], [6] and Figure 3, was built by the companies serving on the management board of the Plattform Industrie 4.0. It is a manufacturing cell, where a flexible transportation system is set up physically and the modular processing units are modeled in the information1 world. Specifically, there are processing units for Figure 1: Challenges of manufacturing industries ([1] derived from Siemens AG) ensure required increase shorten enhace quality efficiency time-to-market flexibility Source: Siemens 1 We use information world and virtual world as synonyms. T H E I N D U S T R I E 4 . 0 D E M O N S T R ATO R Figure 2: Application scenarios of Plattform Industrie 4.0 ([3, page 6]) customer Marketing Sales IPD Product Line Product Product Development Lifecycle Management Planning SP2 SDP Factory and Product Line Maintenance SAL Maintenance Production Production System Lifecycle Management and Disposal Production Engineering Planning Planning AF Discontinuation Management Disposal Factory HTI TAP VBS Production Operation Service After-Sales Services OCP Production System Erection Lifecycle Management Recycling Maintenance Basis GMA 7.21 Service Manufacturing Company supplier Product-type related Production system related Order related Service related Source: Siemens filling, closing, and labeling of bottles, which are typical production sequences in e. g. pharmaceutical, cosmetics, beverage, or food industries. Energy consumption and movements of carriers in the transportation system are collected and analyzed centrally in a service platform. Figure 3: Setup of the Industrie 4.0 demonstrator (Siemens AG) MindSphere simulation PC HANA transportation system simulation unit motion control system connector box visualization system Source: Plattform Industrie 4.0 5 6 Introduction to IIRA The Industrial Internet of Things (IIoT) describes systems that connect and integrate industrial control systems with enterprise systems, business processes, and analytics. Existing industrial control systems mostly focus on optimizing the IIoT assets2 in a single physical plant. The control sys- tems of the Industrial Internet must move up a level, and optimize operations across IIoT asset types, fleets and customers located all over the world, see Figure 4, where the different colors in the figure indicate IIoT assets from different suppliers: Figure 4: Industrial Internet of Things systems (according to [7]) Industrial Internet Customer A Customer B Customer C Source: IIC 2 The definition of “asset” in the context of IIC is more specific than the understanding of Plattform Industrie 4.0, for more details see chapter “Lifecycle Perspective” in this report. To make this difference clear we use here the term “IIoT asset” for “asset” in the understanding of IIC. I N T R O D U C T I O N TO I I R A 7 Validation Figure 5: Industrial Internet Architecture Viewpoints (according to [7]) Business Viewpoint Guidance Usage Viewpoint Functional Viewpoint Implementation Viewpoint Source: IIC The Industrial Internet Reference Architecture (IIRA), see [7], provides guidance and assistance in the development, documentation, communication, and deployment of IIoT systems. The corresponding document is primarily for IIoT system architects, which can use the IIRA systematically as an architectural template to define their unique IIoT system requirements and design concrete architectures to address them. Core of the IIRA are the so called IIRA viewpoints, see Figure 5: • Business viewpoint – attends to identification of stake- holders and their business vision, values, and objectives in establishing an IIoT system in its business and regulatory context. • Usage viewpoint – addresses expected system usage. It is typically represented as sequences of activities involving human or logical users that deliver intended functionality to ultimately achieve the fundamental system capabilities. • Functional viewpoint – focuses on the functional com- ponents in an IIoT system, their structure and interrelation, the interfaces and interactions between them, and the relationships and interactions of the system with external elements in the environment, to support the usages and activities of the overall system. • Implementation viewpoint – deals with the technologies needed to implement functional components, their communication schemes, and their lifecycle procedures. These elements are coordinated by activities (usage viewpoint) and support the system capabilities (business viewpoint). There are cause and effect dependencies between the viewpoints. Typically a viewpoint guides the design of the viewpoint below and a viewpoint serves for validation of the viewpoint above. 8 Industrie 4.0 Demonstrator mapped to IIC Concepts Setup and Scope Application Scenario VBS – Value-Based Service In order to have a common understanding of the setup and considered scope of the Industrie 4.0 demonstrator we first explain the usage of the application scenario VBS – Value- Based Service in the context of the Industrie 4.0 demonstrator. Today typically a product provider delivers a product to a customer and does not have any feedback from the usage of his product by the customer. The application scenario VBS – Value-Based Service is based on the innovation hypothesis that in the future delivered products will be Figure 6: Value-network of application scenario VBS – Value-Based Service (Plattform Industrie 4.0) today tomorrow Product Provider Customer product Customer Service Provider Platform Provider product usage data Source: Plattform Industrie 4.0 Product Provider 9 I N D U S T R I E 4 . 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S connected to a service platform, data from the usage of the product by the customer will be fed to the service platform, and based on the usage data a service provider can offer data-driven value-added services to the customer. Figure 6 illustrates the participating stakeholder3, the underlying value network, and the new information flow from the customer to the service platform as the basis for new datadriven services. For more details we refer to [4]. Factory) and SDP (Seamless and Dynamic Engineering of Plants) shown in Figure 2 –, thus, we do not consider these subsystems in this context.4 Usage in the Context of the Industrie 4.0 Demonstrator • Stakeholders have a major stake in the business and Within the context of this application scenario we consider the setup of the Industrie 4.0 demonstrator according to Figure 7. The IIoT asset under consideration is the physical transportation system of the Industrie 4.0 demonstrator, and alternative transportation systems operating at other customers have to be considered in this context. Note that the simulation PC, the simulation unit, and the visualization system serve primarily for the purpose to illustrate the other application scenarios – namely AF (Adaptable 9 Business Viewpoint The business viewpoint includes the following concepts, for details see [7]: strong influence over its direction. These participants include those who drive the conception and development of IIoT systems in an organization. They are often recognized as key strategic thinkers and visionaries within a company or an industry. • Vision describes a future state of an organization or an industry. It provides the business direction towards which an organization executes. Figure 7: Setup of Industrie 4.0 demonstrator in the context of VBS – Value-Based Service (modified according to Siemens AG) MindSphere simulation PC HANA transportation system simulation unit motion control system connector box Scope of IIoT asset ... visualization system Scope of IIoT Source: Plattform Industrie 4.0 3 To be more precise there should be distinguished between platform provider and platform operator. These different roles could be implemented by different companies. The key role for the considered scenario is the platform operator. 4 Of course simulation and visualization can be part of IIoT systems as mentioned in the description of the Functional Viewpoint, but simulation and visualization according to Figure 7 has another focus. 10 I N D U S T R I E 4. 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S Figure 8: Usage of application scenario VBS – Value-Based Service today tomorrow System integrator System integrator transportation system carrier transportation system carrier Operator of transportation system Supplier of transportation system usage data of transportation system Operator of transportation system Provider of data-driven services Operator of service platform Supplier of transportation system Source: Plattform Industrie 4.0 • Values and experiences reflect how the vision may be perceived by the stakeholders who will be involved in funding the implementation of the new system as well as by the users of the resulting system. They provide the rationale as to why the vision has merit. • Key objectives are quantifiable high-level technical and ultimately business outcomes expected of the resultant system in the context of delivering the values and experiences. Key objectives should be measurable and timebound. the operator of a service platform, who delivers and operates a service platform5. Today, typically a supplier of a transportation system provides this to a system integrator, who configures and installs the transportation system at the site of the operator. Therefore we have introduced an additional role of a system integrator. Note that other usages of the application scenario could be possible also. We will use a color code according Figure 9 for stakeholders, parties (see chapter Usage Viewpoint), and their interests in this paper continuously: • Fundamental capabilities refer to high-level specifica- tions of the essential ability of the system to complete specific core business tasks. Key objectives are the basis for identifying the fundamental capabilities. Stakeholder and Vision Figure 9: Color code for stakeholder and parties Operator of transportation system Supplier of transportation system and provider of data-driven services System integrator To the setup of the Industrie 4.0 demonstrator as illustrated in Figure 7 we apply the application scenario VBS – Value- Based Service as shown in Figure 8. The product under consideration is a machine, i. e. the transportation system, and the role of the service provider is implemented by the product provider, i. e. the supplier of the transportation system. We assume the establishment of a new stakeholder, i. e. 5 Operator of service platform Figure 10 shows the involved business stakeholders in form of a value-network: We focus on small and medium companies. Larger companies often wish to operate the service platform by themselves. I N D U S T R I E 4 . 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S 11 Figure 10: Value-network of Industrie 4.0 demonstrator ([1] derived from Siemens AG) tomorrow lead market System integrator lead supplier Operator of transportation system Supplier of transportation system Supplier of transportation system value creation processes System integrator Provider of datadriven services Operator of service platform Operator of transportation system today information flow Source: Siemens Today’s value chain is preserved, but in the future enlarged in the sense that the transportation system is connected to a service platform. We assume that this will be done by the system integrator, but of course this could also be executed by the supplier of the transportation system or even by the operator itself. With this connection of the transportation system to the service platform, usage data of the transportation system can be collected by the operator of the service platform. The operator of the service platform provides access to the supplier of the transportation system and thereby enables him to analyze the usage data of all of his transportation systems in productive operation. The findings of the analysis will be provided in the form of new data-driven services by the supplier of the transportation system to the operator. Values and Experiences The main idea of the application scenario VBS – Value- Based Service as we consider it in the context of the Industrie 4.0 demonstrator is illustrated in Figure 11. The operator of the transportation system can increase efficiency because of early detection of faults and the supplier of the transportation system can take advantage of new offerings and business models. Figure 11: Value propositions of application scenario VBS – Value-Based Service (Siemens AG) Increase of efficiency, e.g. by early fault detection service platform service platform supplier of machine Source: Siemens New offerings, e.g. benchmarking of machines 12 I N D U S T R I E 4. 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S Experiences Example Generally the operator expects optimized usage of his machines. But he typically does not have the subject matter expertise for realizing this value for (unplanned) events because of the complexity of the machines. Therefore he requests for higher availability of the machines. On the other hand, the supplier of the machine could offer higher availability if he has access to usage and health information for his machines. In analyzing this information he can offer new data-driven services to increase the availability of his machines. In addition, the supplier of a machine could offer and bill the manufacturing services of the machine to the operator based on usage. An example in the context of the Industrie 4.0 demonstrator is the collection of energy consumption and movement information of the individual carriers in a service platform. This information is analyzed and evaluated with regard to contamination of carriers and the flexibility of the transportation system. A typical new service could be a recommendation from the supplier to the operator to clean a carrier. Thus, based on this data-driven services provided by the supplier of the transportation system the operator of the transportation system can increase the availability of the transportation system by scheduling timely main tenance. Values for the Operator of the Machine Key Objectives The data-driven services of the supplier of the machine contribute to early fault detection and rapid fault isolation and therefore result in higher availability of the machine and the entire plant. In addition the operator saves main tenance expenses and resources. Key objectives should be that the system is measurable and time-bound. To accomplish these objectives, there should be a concrete business plan. Since all activities of VDI/VDEGMA and Plattform Industrie 4.0 are precompetitive, we focus in this context on the principal revenue mechanisms as shown in Figure 12. In the case of continuous data access by the machine supplier the operator could take advantage of longer warranty periods for the machine offered by the supplier of the machine. In the longterm the operator could even lower investment costs through leasing the machines with usage-based billing, i. e. “machine as a service”. The operator of a machine will pay for the new data-driven services from the supplier of the machine. Various business models are possible including adequate gain and risk sharing models. The supplier of the machine will pay, on a payper-use basis, for his usage of the service platform. Various business models are possible depending on the number of connected machines, the amount of usage data over time, and the use of basic analytic capabilities provided by the operator of the service platform. Values for the Supplier of the Machine The supplier can offer new data-driven services, e. g. the prediction of downtimes of the machine, and based on the knowledge of the usage of the machine he can offer new warranty models. The supplier gets transparency about its own fleet of machines. This knowledge can be fed back into the design and engineering to improve the machine and can be used to offer new benchmarking services to the operators. In the long-term the supplier could offer and bill for manufacturing services of his machines based on usage. The operator of the service platform will amortize his upfront costs for development, and the running costs for operation of the service platform, over all suppliers of machines using the service platform. The development of the data-driven services is an upfront investment of the service provider. The connection of a machine is a onetime process; it must ultimately be amortized on a case-bycase consideration. I N D U S T R I E 4 . 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S 13 Figure 12: Principal revenue mechanisms different operators of different instances of machine n different operators of different instances of machine 1 Pay-per-use cash flow Upfront investment pay-per-use for data-driven services pay-per-use for usage of service platform ... machine 1 ... development of service platform development of datadriven services connection of machine to service platform ... machine n Source: Plattform Industrie 4.0 A concrete businessplan should answer the following questions: • From the perspective of a supplier of a machine and data-driven services the number of expected connected machines over time, the costs for the connection of a machine, and the upfront costs for the development of data-driven services have to be estimated and the pricing model for data-driven services has to be defined. • From the perspective of an operator of a service plat- form the number of expected products (e. g. machines) connected to the service platform and the upfront costs for the development of the service platform have to be estimated and the pricing model for the usage of the service platform has to be defined. Perspective of the Operator of the Machine The operator of a machine is ready to invest only if he has appropriate benefits, i. e. the operator of a machine has primary interests in automation, reliability and quality, but to be competitive in the market the supplier of the machine and provider of data-driven services and the operator of the service platform have to offer specific capabilities creating additional benefits for the operator of the machine. As a consequence, the operator of the machine does not request specific additional capabilities in the initial negotiations with the suppliers of machines, but when presented with enhanced value propositions hopefully he will use the new data-driven services offered by the supplier of the machines. The operator of the machine has the following interests: Fundamental Capabilities • From a strategic business point of view he is not willing We structure the fundamental capabilities according to the involved stakeholder. In addition to the capabilities we discuss the main interests of the stakeholder, see [8]6. We will focus on a migration scenario, where an existing plant will be upgraded, effectively modernized in the sense that new data-driven services will be available to the operator of the machine. 6 to pass on any competitiveness relevant information to anybody else, i. e. the operator of machine will define which information about his production is passed on to others. For example, the production process could be a core competence of the operator or the utilization rate of the machine could lead to conclusions on his pricing strategy. This paper addresses in the following concepts of core modeling: stakeholder, tasks, and interests. We follow this approach, but instead of “tasks” we use in alignment with IIRA “capability”. 14 I N D U S T R I E 4. 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S • From a financial point of view he wants to optimize his cash flow. For example, the operator could request for a pay per use model for the machine. This aspect is addressed by the fundamental capability “manufacturing as a service” of the supplier of the machine. • From a customer and market point of view he wants to guarantee the ability to deliver his own products and to guarantee satisfaction of his customers. For example, the operator wants to guarantee the time to deliver or the required quality. • From a technical point of view he wants to monitor the machines with regard to quality guarantees, availability guarantees, etc. to avoid unforeseen downtime of the machines. He is interested in increased productivity through better use of the machine, for example to create less wear or maximize energy savings. He also wants to increase productivity through better planning, for example by suggestions for optimized maintenance or optimized order sequences. These aspects are addressed by the fundamental capability “new data-driven services” of the supplier of the machine. In addition the operator will not accept unnecessary restrictions caused by the new data-driven services, for example in the case of a physical conversion of the machine such as the changing of a carrier or the provider of data-driven services request for additional information to validate his conclusions. A refinement of this interest is addressed by the activities “replacement of a carrier” and “recording on request additional data” as illustrated in the Usage Viewpoint. Furthermore the operator is interested in ensuring maintenance with increasing complexity of the machines and decreasing availability of qualified specialists. Thus, he is interested in new ways for efficient execution of maintenance. Perspective of the Supplier of the Machine and Provider of Data-driven Services The supplier of the machine is the “driver” with respect to creating a compelling value proposition for the operator of the machine by providing new data-driven services, but he relies on an operator of a service platform. The supplier of the machine and provider of data-driven services has to provide the following fundamental capabilities: • The supplier of the machine will offer “new data-driven services”. He will evaluate usage information of the machine in order to draw conclusions based on his knowledge of the machine. He will sell these findings to the operator of the machine in the form of new datadriven services. A refinement of these capabilities is addressed by the activities in the “analysis of energy consumption information of a carrier”, “generation of a cleaning recommendation”, and “benchmarking of a transportation system” as illustrated in the Usage Viewpoint. “Generation of a cleaning recommendation” and “benchmarking of a transportation system” are examples for potential new datadriven services. • The supplier of the machine will offer “manufacturing as a service”. He will offer and bill manufacturing services of his machines based on the usage of the machine by the operator. This requires transparency of the usage of the machine, i. e. the business model relies on the availability of specific usage data defined by the supplier of the machine, what may contradict the intellectual property and strategic business of the operator. The supplier of the machine and provider of data-driven services has the following interests: • He wants to be a reliable partner for his customers, i. e. he will try to address and resolve all objections voiced by the operators of his machines. He does not want to lose the direct customer contact to a service provider or an operator of a service platform. • He evaluates and selects an enabler in form of a service platform, to which all of his worldwide located machines can be connected. The service platform has to provide the capability to collect usage information and the ability to evaluate the asset data intelligently (or let the supplier evaluate intelligently). He will request for reliable data, i. e. that manipulation by a user or third party is not possible. Therefore, trustworthiness of the service platform operator will be a key issue. Finally, the solution of the service platform operator has to be technically controllable by the supplier of the machine, i. e. the connec- I N D U S T R I E 4 . 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S tion of the machine, its maintenance, and the algorithmic content of the services. • He will request for a new contractual framework with his customers, because the responsibilities between machine provider and operator of the machine are now different. The supplier will not take on risks due to improper use of his machines by the operator. He wants to ensure that the operator sticks to the supplier instructions and best practices regarding the correct use of the machine, especially that the operator implemented service provided recommendations. • He is interested in a feedback of lessons learnt on the usage of the machines to his internal product management and development to initiate improvements of the machine. • He has a strong interest that the structure of the data collected is neither transparent to the operator nor to the operator of the service platform. The collected data probably formally belongs to the operator, but the data structure is protected by IP. 15 • He has to provide some basic applications for visualiza- tion and analysis of usage data to the supplier of datadriven services. Examples are dashboards or generic fleet management applications. • He has to provide capabilities to analyze usage data by the provider of data-driven services or a third party, in particular he has to provide capabilities for application development. • He has to guarantee security to all stakeholders involved. The operator of the service platform has the following interests: • He wants to be established in a new business role for the market. • He wants to connect as many products (e. g. machines) as possible. Typically this requires low barriers for on-boarding products to the service platform. • He wants to make use of network effects, i. e. the attrac- tiveness of the service platform increases with an increasing number of users. Perspective of the Operator of the Service Platform The operator of the service platform is the “driver” with respect lowering the total service cost for the supplier of machines. He wants to offer capabilities that the supplier of machines can develop and offer new data-driven services. He wants to connect as many products (e. g. machines) as possible to his service platform. The operator of the service platform has to provide the following fundamental capabilities: • He has to provide the capability to (easily) connect a product (e. g. machine) to the service platform. • He has to guarantee connectivity and availability of the service platform to collect (usage) data from products (e. g. machines) located all over the world. • He has to provide usage data of products (e. g. machines) to the provider of data-driven services. Perspective of the System integrator We do not detail the perspective of the system integrator in this context. We assume that the system integrator is necessary for “difficult” tasks which neither the operator of the machine nor the machine and data-driven service provider nor the service platform operator are willing to execute. Examples are the (re-)programming of the transportation system, i.e. application logic in the control domain, software-updates for the transportation system, i. e. system software of the control devices, the connection of the transportation system to the service platform, which can be typically executed by the supplier of the machine also, or the replacement of linear drives or sensors for the transportation system, which can be typically executed by the supplier of the machine also. 16 I N D U S T R I E 4. 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S Usage Viewpoint • The usage viewpoint comprises the following concepts, for details see [7]: • The basic unit of work is a task. A task is carried out by a • An effect is the difference in the state of the IIoT system after successful completion of an activity. Constraints are system characteristics that must be preserved during execution and after the new state is achieved. party assuming a role. • A role is a set of responsibilities assumed by an entity to initiate and participate in the execution of, or consume the outcome of, some tasks or functions in an IIoT system as required by an activity. Roles are assumed by parties. In the context of the Industrie 4.0 demonstrator we have restricted the parties and roles according to Figure 12, because we will illustrate selected examples for activities only7. As parties we consider the stakeholders of the business viewpoint plus computing resources; and we consider the following roles: • A party is an agent, human or automated, that has autonomy, interest and responsibility in the execution of tasks. A party executes a task by assuming a role that has the necessary authorizations for the execution of the task. A party may assume more than one role, and a role may be fulfilled by more than one party. • User – People having the responsibility to use the trans- portation system. This role could be assumed by the operator of transportation system, supplier of transportation system, or system integrator. • Technical health expert – People having the responsibil- • An activity is a specified coordination of tasks required to realize a well-defined usage or process of an IIoT system. An activity has the following elements: • • A trigger is one or more condition(s) under which the activity is initiated. A workflow consists of a sequential, parallel, conditional, iterative organization of tasks. ity to assess the health of the transportation system. This role could be assumed by the provider of data-driven services or system integrator. • Computing resource If the usage viewpoint is elaborated in more detail, additional roles have to be considered. For the system under consideration, i. e. the IIoT system, we refer to a common logical structure as shown in Figure 13 also: Figure 13: Setup for usage viewpoint in the context of the Industrie 4.0 demonstrator Parties Roles Operator of transportation system User Supplier of transportation system and provider of datadriven services System under consideration IoT system Technical health expert data-driven services Computing resource System integrator service platform Operator of service platform Computing resource ... connected assets Source: Plattform Industrie 4.0 7 The examples do not claim to be exhaustive with respect to the various roles to be considered; our main objective is to illustrate the application of the Usage Viewpoint of IIRA. I N D U S T R I E 4 . 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S Figure 19. The Implementation Viewpoint will be used to describe these implementations in detail. Figure 14: Activity “replacement of a carrier” IoT system data-driven services • • service platform • ... connected assets 17 Task 2 “replace physical carrier”: role “user” Task 3 “update virtual representation, i. e. remove resp. update virtual representative of replaced resp. to be used physical carrier”: role “user” Task 4 “acknowledge replacement”: role “user” • Effects: It is ensured that the physical system and its virtual representative are consistent. • Constraints: If necessary, the transportation system has Source: Plattform Industrie 4.0 to be stopped at the beginning of the workflow and restarted after the workflow. Depending on the concrete realization, the tasks executed in the virtual world only (i. e. task 1, task 3, and even possibly task 4) can be automated completely. Activity “replacement of a carrier” Figure 14 illustrates the activity “replacement of a carrier”. Activity “recording on request additional data” • Triggers: The activity will be initiated by the role “user” To generate recommendations to the user additional information could be helpful to be analyzed on request by the technical health expert. In this case the user connects temporally additional sensors to the transportation system without changing the current automation solution of the transportation system, records the required data and sub- in an explicit way. • Workflow: • Task 1 “identify the virtual representative of the physical carrier to be replaced resp. to be used”: role “user”. An example for a functional component related to this task is the retrieving of a virtual representative unambiguously based on a unique identification of physical objects. This functional component is part of the Operations – Provisioning and Deployment domain, see Figure 18. The Functional Viewpoint will be used to describe this functional component in detail. This function could be implemented by identifying the physical carrier using some handheld device via an identification stored physically on the carrier, for example a QR-code. Another implementation could be based on RFID-tags for identification of the carrier and using a RFID-scanner as part of the transportation system. In this case a separate identification by some handheld device may be not necessary. These implementations are part of the Edge Tier, see Figure 15: Activity “recording on request additional data” IoT system data-driven services service platform ... Source: Plattform Industrie 4.0 connected assets 18 I N D U S T R I E 4. 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S mits the data to the technical health expert. Figure 15 illustrates the activity “recording additional data on request”. Activity “analysis of energy consumption information of a carrier” • Trigger: The activity is triggered by the role “technical Figure 16 illustrates the activity “analysis of energy consumption information of a carrier”. health expert” in an explicit way. • Workflow: • • • • • • Triggers: The activity is triggered by a cyclic or event- Task 1 “select suitable sensor(s)”: role “user”. Task 2 “connect sensor(s) to transportation system”: role “user”. Task 3 “record required data”: role “computing resource”. based measurement of energy consumption as configured by system integrator when installing the transportation system. • Workflow: • Task 1 “execution of analysis algorithm”: role “computing resource”. An example for a functional component related to this task is the functional description of the analysis algorithm. This functional component is part of the Operations – Prognostics domain, see Figure 18. The Functional Viewpoint will be used to describe this functional component in detail. Task 4 “disconnect sensor(s) from transportation system”: role “user”. Task 5 “notify technical health expert”: role “computing resource”. • Effects: It is ensured that the temporally recorded data is The implementation of this function will be part of the Platform Tier, see Figure 19. The Implementation Viewpoint will be used to describe such an implementation in detail. available to the technical health expert. • Constraints: not applicable Figure 16: Activity “analysis of energy consumption information of a carrier” IoT system data-driven services service platform • Task 2 “generation of an alarm in the case that some threshold is passed”: role “computing resource”. An example for a functional component related to this task is the functional description of a message transmission system. This functional component can be considered as a cross-cutting basic function, but it may also be associated to the Operations – Monitoring and Diagnostics or even Information domain, see Figure 18. The Functional Viewpoint will be used to describe this functional component in detail. • Effects: An up-to-date prognosis of status of carrier with ... Source: Plattform Industrie 4.0 connected assets respect to the intended prediction, for example contamination, is ensured. • Constraints: The execution time of the analysis algo- rithm has to be aligned with the cycle time resp. the possible time courses of the incoming measurement events. I N D U S T R I E 4 . 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S Figure 17: Activity “generation of a cleaning recommendation” • • IoT system 19 Task 3 “discussion of cleaning recommendation with customer” (optional): roles “technical health expert” and “user”. Task 4 “accounting of delivered service” (optional): roles “technical health expert” and “user”. • Effects: Data-driven services will be provided to the data-driven services service platform operator of the transportation system based on specific findings of an analysis of energy consumption data of a carrier. • Constraints: not applicable ... connected assets Source: Plattform Industrie 4.0 Activity “generation of a cleaning recommendation” Figure 17 illustrates the activity “generation of a cleaning recommendation”. Activity “benchmarking of a transportation system” Figure 18 illustrates the activity “benchmarking of a transportation system”. • Triggers: The activity is triggered cyclic or event-based as configured by the various system integrators when installing the various transportation systems. • Workflow: • Triggers: The activity is triggered by a specific alarm generated in the case that some threshold is passed. • Workflow: • Task 1 “transforming specific alarm into cleaning recommendation”: roles “computing resource” and “technical health expert”. • Task 1 “transforming the specific information about the usage of a transportation system into general performance indicator”: role “computing resource”. Figure 18: Activity “benchmarking of a transportation system” An example for a functional component related to this task is the functional description of transforming an alarm into a cleaning recommendation. This functional component is part of the Information domain, see Figure 18. The Functional Viewpoint will be used to describe this functional component in detail. IoT system data-driven services The implementation of this function could be based on an algorithm or done by a human expert. The latter case this will typically result in the description of additional activities. • Task 2 “provision of cleaning recommendation to customer” (optional): role “technical health expert”. service platform ... Source: Plattform Industrie 4.0 connected assets 20 I N D U S T R I E 4. 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S • • Task 2 “provision of the concrete performance indicator value of a transportation system to the customer; relating this specific value to the (anonymous) distribution of the values of all other connected transportation systems”: role “computing resource”. Task 3 “displaying the delivered information via an appropriate dashboard”: roles “computing resource” and “user”. Functional Viewpoint During our discussion of the Usage Viewpoint we have set some selected links to the Functional Viewpoint. But nevertheless we will not discuss the Functional Viewpoint in detail. We will only make a rough assignment of the functionalities of the Industrie 4.0 demonstrator to the domains according to Figure 19. • Physical System: Physical transportation system, i. e. • Task 4 “accounting of data-driven benchmarking service” (optional): roles “technical health expert” and “user”. multi carrier system • Sense and Actuation: Functions of linear drives, position sensors, etc. • Effects: Data-driven services will be provided to the operator of the transportation system based on anonymous benchmarking of connected transportation systems. • Control: Function for controlling the transportation system, i. e. functions of the application program of the motion control system, and linking of position values of linear drives to the corresponding carrier • Constraints: The triggering and updating of the dash- board information has to be aligned with the number of connected transportation systems, which depends on the scalability of the service platform. The access rights with respect to the specific performance indicator values have to be managed. • Operations: • Provisioning and Deployment, Management: Comprises all functions related to the management of the virtual representation of all transportation systems Figure 19: Structure of Functional Viewpoint ([7]) Functional Domains Operations Provisioning & Deployment Management Application Monitoring & Diagnosis Information Optimization Operations Prognosis Business Control Sense Actuation Physical System Source: IIC I N D U S T R I E 4 . 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S and carriers worldwide connected to the service platform. • • 21 Implementation Viewpoint Monitoring and Diagnosis, Prognosis: Includes the function for monitoring of the carrier, prognostics of contamination of carrier, and the benchmarking of the usage of the transportation systems. The Implementation Viewpoint was not the focus of these considerations. Figure 20 illustrates a high level view of the Implementation Viewpoint of the Industrie 4.0 demonstrator. During our discussion of the Usage Viewpoint we have set some selected links to the Implementation Viewpoint. Optimization as automated process: not applicable for Industrie 4.0 demonstrator Cross-cutting Relations between the Viewpoints • Information: Functional concept of sending which information of a carrier at which time to the service platform and the functional description of the analysis algorithm of carrier including the generation of recommendations. Figure 21 summarizes the cross-cutting relations between the various concepts of the different viewpoints of the IIRA as elaborated by detailing the application scenario VBS – Value-Based Service following the IIRA structure. • Application: not detailed for Industrie 4.0 demonstrator • Business: Functions necessary for automated execution of business processes between involved stakeholder, for example the billing of transportation services based on usage or the recommendations to clean a carrier. Figure 20: Implementation Viewpoint of Industrie 4.0 demonstrator (modified according to Siemens AG) Edge Tier Platform Tier / Enterprise Tier MindSphere HANA physical Multi Carrier System motion control system Source: Siemens connector box 22 I N D U S T R I E 4. 0 D E M O N S T R ATO R M A P P E D TO I I C CO N C E P T S Figure 21: Cross-cutting relations between viewpoints of IIRA Manufacturing as a service New datadriven services Capabilities supplier Business Viewpoint Functional Viewpoint Interests operator Manufacturing as a service Unique identification of physical objects Increased productivity Description of analysis algorithm No unnecessary restrictions Description of message transmission system Usage Viewpoint Description of transformation alarm into cleaning recommendation Activities Replacement of a carrier Recording additional data on request Analysis of energy consumption information of a carrier Generation of a cleaning recommendation Benchmarking of a transportation system … Implementation Viewpoint Identification via QR-code Identification via RFID Implementation of analysis algorithm Implementation of message transmission system Implementation of algorithm to transform alarm into cleaning recommendation Implementation of transforming alarm into cleaning recommendation by human expert Source: Plattform Industrie 4.0 23 Lifecycle Perspective One important issue in the collaboration between the Plattform Industrie 4.0 and the IIC is to create a mutual understanding of strategic approaches and concepts of the Plattform Industrie 4.0 and the IIC. One aspect is to sharpen the mutual understanding of the lifecycle concepts, i. e. the lifecycle and value chain axis of RAMI 4.0 with respect to a “product” and the solution lifecycle with respect to an “IIoT solution”. It was proposed to guide these discussion based on scenarios. Having proposed the application scenario VBS – Value- Based Service as a joint scenario of Plattform Industrie 4.0 and IIC, see [4], and having illustrated selected concepts of RAMI 4.0 and IIRA based on the same example, namely the Industrie 4.0 demonstrator, we now propose how the lifecycle perspectives of Plattform Industrie 4.0 and IIC can be mapped to each other. 8 Lifecycle Perspective of Plattform Industrie 4.0 Figure 22 shows the structure of the object worlds in the context of digitalization in manufacturing industries with examples. For more details we refer to [9] and [10]. In this context an entity is a uniquely identifiable object, which is administered in the information world due to its importance. An asset8 is an object, which has a value for an organization. Assets are intentionally created in order to fulfill a specific purpose. They possess a common life-description and during their lifetime have associated changes in value. Figure 23 shows this common life-description: As already mentioned in chapter “Introduction to IIRA” of this report the definition of “asset” in the context of IIC is more specific. 24 L I F E C YC L E P E R S P E C T I V E Figure 22: Structure of the object worlds with examples ([10]) Human world Human Model world • Meta-documents (standards, directives) • Technical documentation (functional diagrams, plant diagrams, product descriptions, procedural descriptions) • Operative plans (production plans, project plans) • Business process descriptions State world • Current measurements • Effective target values • Current configuration parameters Archive world • Life cycle documentation • Events • Status histories • Project histories • Processes Information world Physical world • Products • Resources • Production systems (equipment items, sensors, actuators) • IT systems, control systems (computer, programs, data carriers, cables) • Cabinets, paper Physical world Source: IEC • Order: Initiation to create an asset • Usage: In this process the asset performs its intended • Production: The usual name of this creation process depends on the type of the asset, e. g. development (of a description, model), measurement (of a status), or production (of a product). • Transfer: Includes all processes between the time the product is created and the time it is ready and working at the place of use, e. g. shipping, transport, warehousing, configuration and assembly, and for software assets, processes such as release, downloading, and installation. role, e. g. production (as part of a production system), information provision (as part of a simulation system). • Maintenance: The functionality of an asset must be maintained or restored. This can be carried out by the user or somebody else. Maintenance is typically not necessary for non-physical assets.9 • Re-engineering: Feeding back information from usage resp. maintenance, involving e. g. a renewed manufacturing, or a design-change • Removal: Disposal of the asset including termination of maintenance contract, service agreement, license, etc. Figure 23: Common life-description of assets ([10]) Transfer Order Production Usage Maintenance Removal Re-engineering Source: IEC 9 Software source code is part of the information world, whereas software programs are part of the physical world. Software updates to correct defects or enhance functionality typically require a reprogramming (i. e. production) or even engineering of the source code. Security patches can be considered as maintenance of software programs. L I F E C YC L E P E R S P E C T I V E 25 Figure 24: Mapping RAMI 4.0-axis “Lifecycle & Value-Chain” to life of an asset Value-chain from development of a product to production of the product to maintenance/usage of the product Development Maintenance / Usage Production Maintenance / Usage Type Instance Transfer Order Production Transfer Usage Maintenance Removal Order Production Re-engineering “type” asset with its own life Usage Maintenance Removal Re-engineering “instance” asset with its own life Source: Plattform Industrie 4.0 Figure 24 shows how the life of an asset can be mapped to the RAMI 4.0-Axis Lifecycle and Value-Chain. It is important to understand that the “type” asset and the “instance” asset are two distinguished assets with their own life. For more details about RAMI 4.0 we refer to [9], [10], or [11]. It is important to distinguish between assets of the physical and the information world, see Figure 22. Any object can be unequivocally classified into the physical or information world. Regardless of this classification, each object has a real presence in real time and each object has its individual life. Real objects are continuously part of an (aging) process due to their physical presence, whereas objects of the information world (see Figure 22) remain unchanged within themselves, changes can be inflicted through targeted external interventions only. As an example the real transportation system is an asset of the physical world, whereas the simulation model of the transportation system is an asset of the information world. Examples for Life of a Transportation System “Type” of a transportation system: • Order: Idea to create a product transportation system10 • Production: Development of the transportation system • Transfer: Not applicable • Usage: Using guidance of development documentation of transportation in production of physical transportations systems • Maintenance: Not applicable11 • Re-engineering: Improving the design of the transporta- tion system • Removal: Not applicable In the following section we illustrate the life of an asset for various assets of the Industrie 4.0 demonstrator. For more information about assets of the Industrie 4.0 demonstrator we refer to [1]. 10 This includes the interoperability with other information models. 11 Managing versions and traceability of history to associated type revision is part of development of the transportation system. 26 L I F E C YC L E P E R S P E C T I V E Simulation model of a transportation system: • Order: Order to create a simulation model of a transpor- Examples for Life of Assets related to a Carrier Usage data of a carrier: tation system • Order: Setup to create usage data of a physical carrier • Production: Development of the model of the transpor- tation system • Production: Creating usage data during use of physical carrier • Transfer: Transforming the simulation model to an executable simulation program • Usage: Using the simulation program to execute simula- • Transfer: Storing resp. archiving the usage data • Usage: Using stored resp. archived usage data for analysis tion experiments • Maintenance: Not applicable • Maintenance: Not applicable12 • Re-engineering: Not applicable • Re-engineering: Improving the simulation model • Removal: Deletion of usage data if it is not any longer • Removal: Not applicable “Instance” of a (physical) transportation system: • Order: Order of a specific customer needed for regulatory considerations. Order form of a carrier: • Order: Order to create an order form (as part of an overall development process) • Production: Production of the customer specific transportation system • Transfer: Shipping the customer specific transportation system to customer site and configuration, installation and commissioning at site • Usage: Transportation of the carriers of the transporta- • Production: Design of the order form13 • Transfer: Providing the order to customers • Usage: Usage of the order form by customers • Maintenance: Not applicable tion system as part of an overall production system • Re-engineering: Updating the order form in case of • Maintenance: Maintenance of the transportation system • Re-engineering: Changing the configuration of the transportation system (e. g. replacement of a sensor, linear drive, etc.) design changes of the carrier • Removal: Discontinuation of possibility to order a carrier • Removal: Disposal of the transportation system 12 Migration of a model because of a change of a modelling tool is part of development of the simulation model. 13 The order form is typically versioned. The management of those revisions for historical purposes is part of the design of the order form. L I F E C YC L E P E R S P E C T I V E 27 Figure 25: Solution lifecycle of IIC ([12]) $ Idea2Funding Plan/Build/Run Validation & Improvements Source: IIC Lifecycle Perspective of IIC Figure 25 shows the IIoT solution lifecycle of IIC. For more details, especially the early phases of the so-lution lifecycle, we refer to [12]. The solution lifecycle consists of three main phases: It is important to understand that the object under consideration with respect to the solution lifecycle is an IT solution partially consisting of embedded components deployed on an IIoT asset and partly of a (usually) remote enterprise application in the backend. Mapping of the Lifecycle Perspectives • From idea to funding Figure 26 shows how the solution lifecycle of IIC and the life of an asset according to Plattform Industrie 4.0 can be mapped to each other. • Planning, implementation (build) and operations (run) of the solution • Continuous validation and improvement Figure 26: Mapping of solution lifecycle and life of an asset Transfer $ Idea2Funding Plan/Build/Run Validation & Improvements Source: Plattform Industrie 4.0 Order Production Usage Maintenance Re-engineering Removal 28 L I F E C YC L E P E R S P E C T I V E There is no general discrepancy between the different lifecycle perspectives. But it is important to distinguish the different objects under consideration. In the context of the IIC, a technical IIoT system is the information and operational technology that monitors and manages industrial assets. Aspects of this technology could be integrated with the manufactured products as well. In the context of Industrie 4.0 a technical IIoT system is a specific entity with its specific life, but there are typically many other objects, which have to be administered in the information world due to their importance also. Which object is an asset resp. an entity is a design decision. Whether the technical IIoT system is an asset in the sense of Industrie 4.0 depends on the fact whether it is owned by an organization. As illustrated in the previous section the technical IIoT system can be split into subsystems owned by different organizations. The overall system (e. g. transportation system) is composed of roles and realization units, where a role specifies the demands on a realization unit (e. g. carrier, drive for flex belt). It is beneficial that roles and realization unit are modeled as entities with individual life cycles. On the one hand the role specifies requirements at a time when typically the realization unit has not yet been designed nor exists. On the other hand, the role can contain lifecycle information about realization objects that have been exchanged in the meantime. For more details we refer to [13]. Therefore it is important to have a concept for modelling composition of systems.14 Typically in manufacturing industries composition of systems is modelled as shown in Figure 27: Figure 27: Modeling composition of systems, example transportation system15 transportation system role carrier 1 role carrier 2 … is element of implements role role carrier n carrier 1 … carrier18 role drive for flex belt drive for flex belt … Source: Plattform Industrie 4.0 14 A system is a “set of interrelated elements considered in a defined context as a whole and separated from their environment” (IEC 60050-351). 15 This is one modeling example only, other structures are possible. 29 Conclusions There are many ongoing discussions how to come to a technical alignment between the conceptual and technical approaches of Plattform Industrie 4.0 and IIC. We focused in this paper on the business and examples for the usage viewpoint and postulate that each application scenario of AG2 of Plattform Industrie 4.0 describes a specific business mechanism in the context of digitalization of manufacturing industries. We do not claim that the application scenarios describe their business viewpoint according to the IIRA – particularly as each application scenario does not claim the realization of an IIoT system –, nevertheless the application scenarios include basic business logic. We do not intervene in the numerous ongoing discussions for mapping the functional viewpoint and the layers axis of RAMI 4.0, see e. g. [14]. Thus we propose a “big picture” as shown in Figure 28: Plattform Industrie 4.0 and IIC – if limiting to the clientele of the manufacturing industry – pursue the same goal, nevertheless they follow similar but different ways: • Industrie 4.0 pursues the organization and management of value-added processes in the manufacturing industry with means of digitalization: Industrie 4.0 signifies the 4th industrial revolution, a new stage of organization and control of the entire value chain along the lifecycle of products. This cycle orients itself by increasing individual customer requirements and ranges from idea, order via development and production, delivery of product to the customer to recycling, including associated services, see [15]. Figure 28: Proposal for a “big picture” IIRA Business Viewpoint Guidance Usage Viewpoint ongoing discussions in “Architecture Alignment RAMI4.0 and IIRA” Validation application scenarios of Plattform Industrie AG 2 RAMI4.0 Functional Viewpoint Implementation Viewpoint technical IIoT system IIoT solution lifecycle Source: Plattform Industrie 4.0 „Lifecycle“ Industrie 4.0 30 CO N C LU S I O N S • IIC pursues the dissemination and evolution of IIoT systems: The Industrial Internet Consortium is a global, member-supported, organization that promotes the accelerated growth of the Industrial Internet of Things by coordinating ecosystem initiatives to securely connect, control and integrate assets and systems of assets with people, processes and data using common architectures, interoperability and open standards to deliver transformational business and societal outcomes across industries and public infrastructure, see [16]. There are applications addressing digitalization in manufacturing industries, but they do not address the realization of IIoT systems in the narrower sense. Typical examples for this are: • Manufacturing execution systems with focus on a single (manufacturing site of a) company, because the IIC addresses in particular IIoT assets of different stakeholders distributed worldwide, whereas a manufacturing execution system considers one IIoT asset, i. e. the factory, only. A similar example is the order management with focus on a single company or factory. • Support of product lifecycle management with focus on design and engineering processes. As a consequence, Figure 29 shows the positioning of the application scenarios of Plattform Industrie 4.0 illustrated by the Industrie 4.0 demonstrator in the so-called “T-slide”. The core of the application scenari-os AF – Adaptable Factory and SDP – Seamless and Dynamic Plant Engineering do not address the development of an IIoT system. If we consider the application scenarios more precisely with respect to the applications running in the Edge Tier, we can derive more detailed requirements for the comprehensive modeling of assets over their life. As a consequence the Plattform Industrie 4.0 strongly promotes the concept of the socalled Industrie 4.0 component resp. administration shell. It seems that there does not exist a similar concept in the context of IIRA. On the other hand IIRA describes a methodology how to develop an IIoT system and there is no corresponding methodology in the context of Plattform Industrie 4.0. Figure 29: Complementary domain focus areas of Plattform Industrie 4.0 and IIC ([4]) ENERGY IIC HEALTHCARE MANUFACTURING VBS PUBLIC DOMAIN TRANSPORTATION Source: Plattform Industrie 4.0 Cross-domain & Interoperability in IIoT I4.0 AF Detailed model for SDP next-gen Manufacturing value chain CO N C LU S I O N S The lessons learnt in using the viewpoint of IIRA can be summarized as followed: • Business Viewpoint: Substantial content to this view- point has already been provided as part of the description of the application scenarios. An adequate formulation of the fundamental capabilities is certainly the most challenging task because of an adequate balancing of level of detail and focus on core aspects. Nevertheless it is important to distinguish between the development of an IIoT system from the perspective of its developer or the postulation of a future value creation network, because this causes different argumentation chains. • Usage Viewpoint: The examples according to IIRA are already very detailed, for example with regard to actors – such as administrator or security agent – with the IIoT system. In the context of our activities, we have chosen a more abstract level and have considered business roles, and we presented some selected examples only. There is the challenge that the usage viewpoint will not become too complex, if the consideration takes place on a too detailed level; then the link to the fundamental capabilities could be lost. 31 • Functional Viewpoint: The concepts and description of this viewpoint are very close to the usual way of thinking in automation technology. However, the usage of the terms operation, information and application are rather unfamiliar in this application domain. • Implementation Viewpoint: This viewpoint was not the focus of these considerations, especially as the Industrie 4.0 demonstrator uses commercially available products. It was not intended to discuss how such products could possibly be further developed from a technical point of view. 32 References [1] VDI/VDE-Gesellschaft Mess- und Automatisierungstechnik: Modeling Examples of Industrie 4.0 Components, https://www.vdi.de/nc/technik/fachthemen/mess-und-automatisierungstechnik/artikel/industrie40-components-modeling-examples/ [2] Aspects of the Research Roadmap in Application Scenarios, http://www.plattform-i40.de/I40/Redaktion/EN/ Downloads/Publikation/aspects-of-the-research-roadmap.html [3] Fortschreibung der Anwendungsszenarien der Plattform Industrie 4.0, http://www.plattform-i40.de/I40/ Redaktion/DE/Downloads/Publikation/fortschreibung-anwendungsszenarien.html [4] Proposal for a joint “scenario” of Plattform Industrie 4.0 and IIC, http://www.plattform-i40.de/I40/Redaktion/DE/Downloads/Publikation/joint-scenario.html [5] Industrie 4.0-Demonstrator, https://www.youtube.com/watch?v=4dmA1QtAUzo [6] „Industrie 4.0“-Demonstrator, Rahmenprogramm Hannover Messe 2016, http://sf-eu.net/wp-content/uploads/2016/08/siemens-2016-industrie-4.0-demonstrator-praesentation-de.pdf [7] The Industrial Internet Reference Architecture Technical Report, https://www.iiconsortium.org/IIRA.htm [8] R. Kochseder et al.: Komplexität beherrschen mit Core Modeling, Tag des Systems Engineering 2016 [9] VDI/VDE-Gesellschaft Mess- und Automatisierungstechnik: Technical Assets – Basic terms, concepts, life cycles and administration, https://www.vdi.de/fileadmin/vdi_de/redakteur_dateien/gma_dateien/6092_PUB_E_TW_GMA_ Status_Report_ZVEI_-_Industrie_4_0_-_Technical_Assets_Internet.pdf [10] IEC PAS 63088 ED1: Reference Architecture Model Industry 4.0 (RAMI4.0), draft publicly available specification [11] Das Referenzarchitekturmodell RAMI 4.0 und die Industrie 4.0-Komponente, http://www.zvei.org/Themen/ Industrie40/Seiten/Das-Referenzarchitekturmodell-RAMI-40-und-die-Industrie-40-Komponente.aspx [12] Business Strategy and Innovation Framework, http://www.iiconsortium.org/BSIF.htm [13] IEC 62424: Specification for Representation of process control engineering requests in P&I Diagrams and for data exchange between P&ID tools and PCE-CAE [14] White Paper “Interoperability between IIC Architecture & Industry 4.0”, https://www.infosys.com/engineering- services/white-papers/Documents/industrial-internet-consortium-architecture.pdf [15] Memorandum der Plattform Industrie 4.0, http://www.plattform-i40.de/I40/Redaktion/DE/Downloads/ Publikation/memorandum-der-plattform-industrie-4-0. pdf?__blob=publicationFile&v=5 [16] Industrial Internet Consortium, http://www.iiconsortium.org/about-us.htm AUTHORS The working paper has been elaborated in the working group “Modeling Example” of the VDI/VDE-GMA Technical Committee 7.21 “Industrie 4.0 – Terms, Reference Models, and Architecture Concepts”, especially by the following members and guests: Dr. Annerose Braune; TU Dresden | Markus Diesner; MPDV Mikrolab GmbH, Oftersheim | Guido Hüttemann; RWTH Aachen University | Matthias Klein; Universität Stuttgart | Dr. Ulrich Löwen; Siemens AG, Erlangen | Mario Thron; ifak – Institut für Automation und Kommunikation e. V., Magdeburg GUESTS Robert Kochseder; Siemens AG, Erlangen | Tobias Manger; evosoft GmbH, Nürnberg | Dr. Michael Okon; Fraunhofer- Institut IOSB, Karlsruhe ACKNOWLEDGMENT The authors would like to thank Prof. Dr. Alexander Fay (Helmut-Schmidt-Universität/Universität der Bundeswehr Hamburg), Claus Hilger (HARTING IT System Integration GmbH & Co. KG), and Eric Harper (ABB and IIC JTG1) for their valuable comments and suggestions. The working paper has been elaborated in the working group “Modeling Example” of the VDI/VDE-GMA Technical Committee 7.21 “Industrie 4.0 – Terms, Reference Models, and Architecture Concepts” in cooperation with the working group on research and innovation (Plattform Industrie 4.0) www.plattform-i40.de
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