05 - Technological Reference Structure

Corporate Technology
Technological
g
Reference Structure
Dr. Ulrich Lwen
Siemens AG, Erlangen
CT RDA CES
+49 (9131) 7-32948
ulrich.loewen@siemens.com
Copyright Siemens AG 2016. All rights reserved.
Content and Objective

Content
Objective
Technological Reference Structure

Structures and Hierarchies
Relations and Interfaces
Description of Behavior
Views
Interfaces and Connections
Define core concepts technological

reference structure and mechatronic
object
j
Explanation of basic modeling
concepts using desalination plant as
example
Example Mechatronic Object

Understand structuring principles to
model industrial plants

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Do not distribute for personal use only

Unrestricted, Siemens AG, Corporate Technology
Technological Reference
St
Structure
t
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Specification of Item
The reference structure is a concept for logical structuring of a plant
Instead of creating new structures the technological structure of a plant
is used
Basic principle of this structure are the technological, physical identifiable
components of a plant,
plant i.e.
i e mechatronic objects
Therefore the leading view of the plant is the technological process
(technological function) of the plant
p
to the customer view
The reference structure corresponds
It is a hierarchical structure of the plant
It is an organization principle to describe all aspects of the plant
g
g data are structured according
g to this structure
All engineering
Functions and procedural correlations are assigned to nodes of the
reference structure and are described resp. specified there
The structure is scalable: A reference structure can be everything from
a simple structuring principle up to a solution architecture with complex
content
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St
Structures
t
and
d Hi
Hierarchies
hi
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Definition
Structure
Organization of relations between entities of a system describing consist-of
resp. is-part-of relations
Goals of structuring in engineering
Divide overall task in manageable packages
Considering different aspects, e.g. task-related, work organization,
economical
Organization of information about a system
Partition of data and documents
Considering different aspects, e.g. functional, spatial, technical, etc.
Encapsulation of associated information
Guidelines for the storage of information
Cross-project creation of similar packages on a specific layer
Easier navigating resp
resp. discovering of information
Definition of designation systems
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Different Ways of Structuring

Structuring of a technical system
should
h ld b
be b
based
d on consist-of
i t f resp. isi
part-of relations with respect to a
specific view
Functions
Documents
P
Process
Pl t docu
Plant
d
System docu
Sub process
Process function
Equipment docu
Operative function
Within a specific structure the view of

structuring should not be a changed
Structuring principles should be defined
at the start of a project
Facilitates planning
Enforces project-wide methodology
and systematic resulting in higher
efficiency
plant
Locations
Bill of Material
Costs
Site
BOM Level 0
WBS Level 0
Building
R
Room
Unit
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BOM Level 1
BOM Level
L
l2
BOM Level 3
WBS Level 1
WBS Level
L
l2
WBS Level 3

Hierarchical Technological Plant Structure

Desalination
Plant
Desalination Plant
Seawater Pumping
Beachwell 1
Seawater
Pumping
Pre-Filtration
CartridgeFiltration
High Pressure
Pumps
Beachwell 2
Beachwell 3
Pump Beachwell
Valve HC Dilution
Valve Impulsion
Valve HC Dosage
Beachwell 3
Valve Beachwell
B
Beachwell
h ll 4
Pre-Filtration
Cartridge-Filtration
High
g Pressure Pumps
p

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Nodes of a technological reference structure

are called mechatronic objects
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Mechatronic Objects on all Hierarchy Levels

Desalination Plant
Aggregated resp. template

mechatronic objects
Seawater Pumping
Beachwell 1
Beachwell 2
Beachwell 3
Pump Beachwell
Valve HC Dilution
Valve Impulsion
Valve HC Dosage
Basic mechatronic
objects
Valve Beachwell
B
Beachwell
h ll 4
Pre-Filtration
High
g Pressure Pumps
p

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Mechatronic objects are domain specific

Lwen, CT RDA CES

Parameterization of Mechatronic Objects

Parameter including data type and optional default value
Additional annotations possible, e.g. unit
Attributes, e.g. links to external data and information like documents
Pump
Power: real unit kW
Type: [rotary, piston, gear, hose]
OrderCode: integer
Seawater Pumping
NumberOfBeachwells: [1..n]
Valve
Type: [proportional, binary]
OrderCode: integer

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R l ti
Relations
and
d Interfaces
I t f
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Definition
System Interface Connection
Relations between two system elements are modeled explicitly by connections
between two interfaces
No direct element-element-relations
Connections
Connections are undirected 1:1-references between two interfaces
Relations with properties (e.g. pipeline, signal connection, electrical wire) have
to be modeled by own system elements
Interfaces
Interfaces are categorized
categori ed and ha
have
e
properties, the interface-class defines
possibilities for linking interfaces
Interfaces are located at the border of
system-elements,
t
l
t th
they h
have an outer
t
and inner connection point
Within a system the outer connection points
of system-element-interfaces and the inner
connection
ti points
i t off the
th overallll system
t
visible
i ibl
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sensor
pipe
interface
vessel
system element
pipe
connection

Ports:
Technological Interfaces of Mechatronic Objects
Desalination Plant
Seawater Pumping
Beachwell 1
Beachwell 2
Beachwell 3
Pump Beachwell
Valve HC Dilution
Valve Impulsion
Valve HC Dosage
Valve Beachwell
Ports serving as technological

interfaces
B
Beachwell
h ll 4
Pre-Filtration
High
g Pressure Pumps
p

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Ports may be typed

typed, e
e.g.
g material flow
flow,
location position, torque transfer
Lwen, CT RDA CES

Connection of Ports
Representation of technological interdependencies
Connection between two ports of same type
Connection can be parameterized and typed
Connections should be subordinated to technological structure
Connection within
mechatronic object
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Connections along
technological structure
Lwen, CT RDA CES

D
Description
i ti off Behavior
B h i
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Mechatronic Objects Represent Functions

Desalination Plant
Seawater Pumping
Beachwell 1
Beachwell 2
Beachwell 3
Pump Beachwell
Valve HC Dilution
Valve Impulsion
Valve HC Dosage
Valve Beachwell
B
Beachwell
h ll 4
Start / stop
Flow closed loop control
Start / stop
p
Hypochlorite dosage control
Disinfection process sequence
Various protection conditions
Start / stop
Slow
Closed loop power control
Open / close
Pre-Filtration
High
g Pressure Pumps
p
Reference structure contains functional

descriptions of mechatronic objects

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Example Valve: Control Functions
open
Valve
is open
is_open
close
set_fault
(close open)
set_fault
faulty
is open
is_open
rel_fault
l f lt
close set_fault
close
set_fault
manual and local mode, etc.
is closed
is_closed
set fault
set_fault
set fault
set_fault
(close open)
set_fault
set
set_fault
fault
rel_fault
set_fault
is_faulty

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rel fault
rel_fault
is_faulty_wait

Example Beachwell: Overview

seawater hypochlorite
flow
control
hypochlorite
dosage
control
level
control
safety
control
working
control
start, stop, and diverse locking conditions
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Example Beachwell:
Hypochlorite Dosage Control
PID
seawater
valve
feed pump running
+
bridging
valve
HC
valve
l
HC
valve
inverting:
disinfection
70
operator
hypochlorite
flow
seawater
flow
feed
pump
p
p

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Example Beachwell:
Disinfection Process Sequence
seawater
valve
bridging
valve
HC
valve
l
Sl
Slow
f d pump
feed
Cl
Close
seawater valve
l
Close HC valve
Open bridging valve
wait 30 s
feed
pump
p
p

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Control HC valve
Close bridge valve
Control feed pump
Open seawater valve
Lwen, CT RDA CES

Views
Vi
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Definition
Views are used to reflect perspectives
(i t
(interests
t and
d concerns)) off diff
differentt
stakeholders which influence the system and
its engineering
View blue
View red
Perspective (stakeholder)
Technological
Functional
Mechanical
Electrical
Abstraction laye
A
er
Represent particular properties of a system

on particular abstraction level in terms of
content-related and structural aspects
p
y
Reduction of information and complexity
Allowing specialized considerations of the
same system
Define a frame for engineering and
construction of a system for particular scope
scope,
concerns, and stakeholders
Separation of concerns and work
Specialization of design concepts and tools
System
View
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Views of Mechatronic Objects

Mechatronic Objects have different
views
i
Seawater Pumping
Views provide possibility for

parameterization
i i and
d storing
i viewi
specific information
name
Parameter resp.
resp attributes: ...
visualization
Parameter resp. attributes:
control
Parameter resp. attributes:
electrical
Parameter resp. attributes: ...
process model
valve
production control
Reference structure structures all

engineering data
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Different Views of Different Mechatronic Objects

Desalination
Plant
Seawater pumping
Pre-Filtration
High Pressure Pumps
visualization
control
electrical
process model
production control
p
production planning
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Example Valve: Visualization Functions

Faceplates
valve
Graphical symbols
75%

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VAxxxxx
Templates for process automation

operation and maintenance
Includes visualization,
visualization monitoring
monitoring,
diagnostics, alarms, help, etc.
Example Valve: Process Model

Transport and conversion model of suspension
Port b
Port a
valve
Characteristic curve f of valve

dependent on position of valve
qa qb
p a pb d
2
qa
8 f ( position)
t a tb
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Characteristic of port type

Flow q
Pressure p
Temperature t
Pipe diameter d
Lwen, CT RDA CES
Assumptions
Incompressibility of suspension
with concentration
p
of suspension
p
Temperature
unchanged by valve
I t f
Interfaces
and
d Connections
C
ti
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Different Types of Relations

Technological relations representing energy flow, substance resp.
material flow, or mechanical aspects
Operative relations representing causal connections and dependencies
Communication relations representing information and software
aspects
Location
Structure
Technological
Structure
Functional
Structure
Automation
Structure
implementation
control function
signal flow
wiring
spatial
installation
technological
i l
implementation
t ti
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technological
relation
information
flow

Interfaces of Mechatronic Objects
Human Control
Mechatronic
Object
Not all types of interface may be

required
i d ffor a mechatronic
h t i object
bj t
Interfaces may be implemented in
completely different technologies
Interfaces should be organized
g
by
y
purpose rather than by
implementation technology
Leading structure should the structure
of technological process, all
interfaces should be subordinated
Structural Mechanic
Mechatronic Objects may interact with other

mechatronic objects through defined
interfaces
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Interface, Interface-Connection
Modules
Interfaces may be typed, e.g. binary signal, analogue value, bundling of
various information entities
Interface-connections describe an relation between two interfaces that
have to be compatible to each other
Interface-connections may be typed, e.g. direction of information flow,
mapping of information, sign conventions
Modules are building blocks of views
Modules may have parameters and interfaces
Modules may
y be typed
yp
Modules are independent on the implementation technology of a target
system, but there may associated implementations in a specific
technology of a target system to a module
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Example Valve: Control View

name
Port
Parameter
name
Interface
name
open
not
close
set_fault
Interface
Connection
not
is_open
faulty
rel_fault
View
Module
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Example Valve:
Control, Visualization, and Maintenance View
or
Control
open
not
close
set_fault
not
Visualization
Maintenance

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status
is_open
faulty
rel_fault
open
Interface
Connection
mode
count
mode
Lwen, CT RDA CES

Example Seawater Pumping: Control View

start
running
stop
stopped
faulty
or
start
pumping
stop
stopped
pp
pumping_1
start_1
faulty
stopped_1
stop_1
pumping_1
stopped_1
faulty_1
faulty_1
stop_1
pumping
p
p g_2
stopped_2
start_2
faulty_2
stop_2
pumping_3
stopped_3
faulty_3
and
start_1
pumping_2
stopped_2
start
stop
stop 3
stop_3
stopped 3
stopped_3
faulty_3
stopped_4
stop_4
faulty_4
stopped
stop_2
faulty
start_3
pumping_3
start_4
start_2
faulty_2
start_3
pumping_4
pumping
stop_3
Interface and
Connection
start_4
stop_4
pumping_4
stopped_4
faulty_4

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Design Principles for Connection of Interfaces

Connections of interfaces should
be subordinated to technological
structure
Interface connections within a
view along technological structure
Interface connection within a
mechatronic object between
different views

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E
Example
l Mechatronic
M h t
i Object
Obj t
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Mechatronic Object Valve

Behavior
Ports to connect material flow
(close open)
set_fault
is_open
Open / close
is_closed
close set_fault
close
set_fault
set_fault
set_fault
(close open)
set_fault
set_fault
rel_fault
set_fault
is_faulty
Visualization
Example
p Valve: Visualization Functions
Views
valve
Control
rel_fault
is_faulty_wait
Process Model
Example
p Valve: Control View
Example
p Valve: Process Model
Faceplates
Transport and conversion model of suspension

Port b
Port a
valve
Interface
name
open
Graphical symbols
not
VAxxxxx
75%
Technological
g
Reference Structure
Page 29
04/2012
not
Interface
Connection
View
L wen, CT T DE
pa pb d
2
Do not distribute for p

pe rsonal use onl y
Siemens AG, Corporate Technology
8 f ( position)
ta tb
Module
Technological
g
Reference Structure
Page 41
04/2012

pe rsonal use onl y
Characteristic curve f of valve

dependent on position of valve
q a qb
faulty
rel_fault
qa
Templates for process automation

operation and maintenance
Includes visualization, monitoring,
diagnostics, alarms, help, etc.
L wen, CT T DE
valve
is_open
close
set_fault
Characteristic of port type

Flow q
Pressure p
Temperature t
Pipe diameter d
Technological
g
Reference Structure
Page 31
04/2012
Assumptions
Incompressibility of suspension
with concentration ?
Temperature of suspension
unchanged by valve
L wen, CT T DE

pe rsonal use onl y
Modules, Interface Connections

Parameter
Example Valve:
Control, Visualization, and Maintenance View
or
Control
open
not
set_fault
not

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status
Maintenance
count
Lwen, CT RDA CES
faulty
rel_fault
Visualization

Page 42
04/2012
is_open
close
open
Interface
Connection
mode
mode
L wen, CT T DE
Do not distribute for pe rsonal use onl y

Siemens AG, Corporate Technolog y

Corporate Technology
Thank y
you for y
your
attention!
Dr. Ulrich Lwen

Siemens AG, Erlangen
CT RDA CES
+49 (9131) 7
7-32948
32948
ulrich.loewen@siemens.com
Copyright Siemens AG 2016. All rights reserved.

05 - Technological Reference Structure

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05 - Technological Reference Structure

Cargado por

Copyright:

Formatos disponibles

Corporate Technology

Copyright Siemens AG 2016. All rights reserved.

Content and Objective

Technological Reference Structure

Define core concepts technological

Example Mechatronic Object

Technological Reference Structure

Lwen, CT RDA CES

Do not distribute for personal use only

Lwen, CT RDA CES

Do not distribute for personal use only

Technological Reference Structure

Lwen, CT RDA CES

Do not distribute for personal use only

Lwen, CT RDA CES

Do not distribute for personal use only

Lwen, CT RDA CES

Do not distribute for personal use only

Different Ways of Structuring

Within a specific structure the view of

Lwen, CT RDA CES

Do not distribute for personal use only

Hierarchical Technological Plant Structure

Technological Reference Structure

Nodes of a technological reference structure

Do not distribute for personal use only

Mechatronic Objects on all Hierarchy Levels

Aggregated resp. template

Technological Reference Structure

Mechatronic objects are domain specific

Do not distribute for personal use only

Parameterization of Mechatronic Objects

Technological Reference Structure

Lwen, CT RDA CES

Do not distribute for personal use only

Lwen, CT RDA CES

Do not distribute for personal use only

Lwen, CT RDA CES

Do not distribute for personal use only

Ports serving as technological

Technological Reference Structure

Ports may be typed

Do not distribute for personal use only

Do not distribute for personal use only

Lwen, CT RDA CES

Do not distribute for personal use only

Mechatronic Objects Represent Functions

Reference structure contains functional

Technological Reference Structure

Lwen, CT RDA CES

Do not distribute for personal use only

Example Valve: Control Functions

manual and local mode, etc.

Technological Reference Structure

Lwen, CT RDA CES

Do not distribute for personal use only

Example Beachwell: Overview

Lwen, CT RDA CES

Do not distribute for personal use only

feed pump running

Technological Reference Structure

Lwen, CT RDA CES

Do not distribute for personal use only