IIF – Information Integration Framework

1. IIF – Information Integration Framework Ronald MontgomeryIBM World Wide Industrial SolutionsOctober 2007

2. Chemical & Petroleum Integration and Information Framework • A common model based access method where information for production operations is easily and transparently accessible across multiple assets & facilities and work processes in the context of production and operation equipment, relevant operational events and transactions. • Context based information is the basis for performance analysis, improvement real time information based decision support processes and other work process efficiency improvements…. Businesses need an effective way to measure and analyze process/production performance in the context of installed equipment base. • Today many different applications are deployed across the enterprise at both the business and production levels to manage and record operations performance. Each application instance has its own unique reference and data model. • Cross location and cross work process transactions and events are not captured in the context of equipment configurations or production relevant events. Views are incomplete; analysis is sub-optimal and localized. Integrating additional facilities or introducing new functionality is difficult, time consuming and costly. • Our research shows that there is no fundamental commercial product or solution available today to address all of these problems.

3. Provide a standards based Model and enterprise taxonomy/ontology that yieldsEnterprise Name Space Management / Maintenance / Visual Access to Process Data, Documents/Specifications/Reports Provision it as aFederated and Distributed On-line model allowing multiple methods for data access, model data location query via web services Provide agile adapters i.e. Adapters that are Model Aware, supporting automated configuration and model updates from the“Systems of Authority” Provide independent & rich client SVG based visualization to viewquery and represent document: reports, data specifications, and equipment, process variables Provide aServices/Utilities to graphically configure/define & subscribe to the delivery of real time data, process events, and KPI’s Provide adaptive process workflow, based on industry standards, that allows a means toCreate and Customize and start Business Rules/Requirementswithin the frame work of the ISA95/88 activity models Key Functionality of an C&P SOA based Integrated Framework

4. An Integrated Information Framework – Providing an efficient pipeline for real-time data transfer and analysis of data Web-service enabled applications IBM C&P Model Based SOA Integrated Manufacturing Solution Frame Work Field 1 Vendor Field data • Drilling & well operations • Reservoir & production operations • Operation & maintenance Operator A Real-Time Information Pipeline leveraging the Reference Semantic Model standard Vendor The RSM is composed of: • OPC & WITSML/PRODML information mapped to an RSM, MeasurementValues, class • ISA S88/S95, ISO 15926, IEEE 61970/68 for asset and physical hierarchy representation • ISO 15926, & Mimosa, for asset life cycle management Field 2

5. Local Process Models Federated to represent aSingle enterprise model name space Refinery 1 Value of the RSM Applied asset & physical hierarchy representation Federated Role Based ProcessModels Reference Semantic Model ISA-S95/88augmentedmodel Link MimosaAssetModel Enterprise monitoring interface sees two tags with similar names but they are uniquely named and identified in the process models Refinery Well Platform Well Service System Process Historian e.g. OSI/PI Diverse Systems Process Historian e.g. OSI/PI ProcessTags WITSML/PRODML Entities ProcessTags LIMS, MES, DCS Entities

6. Reference Semantic Model Objective • Implement-able reference semantic model that can be used by manufacturing companies (process industries, oil & gas, automotive, aerospace, etc.) to connect measurements, planning/scheduling, life cycle management, etc. throughout the enterprise • This is not a data model and does not constrain the way applications implement the information contained within the model. The RSM facilitates the exchange of information (implement-able exchange model) • The RSM provides a single enterprise hierarchy that models process equipment, measurements, and document connectivity for visualization • Essentially answer the Open Operations and Maintenance model requirement

7. The Reference Semantic Model Participants • MIMOSA Chair - Alan Johnson/Ken Beaver • OAGi CTO– Dave Connelly • WBF – Dave Emerson • ISA 88 Chair – Dennis Brandl • ISA 95 Chair – Keith Unger • OLF – Thore Langeland/Magne Valen-Sendstad • OSIsoft – Jack Aude (Batch expert) • DOW – Russ Dickinson (Chief Manufacturing Architect) • SISCO – Herb Falk (Solutions Architect) • IBM – Lorenzo Childress (Solutions Architect)

8. Work Progress on the Reference Semantic Model, RSM Has Been Submitted to the Various Standards Committee for Review and Approval • ISA 95/88, - Harmonization to link Important standards into a Base Model representation to provide complete view of any enterprise from top to bottom. Internal representation of equipment measurement instances and documents, report, specs, etc • Identified ISA95/88 Standards disconnects and ambiguities and enhanced the vertical linkage between them for a seamless on-line process equipment and measurement instance representation. • Added the use of enumerations based on core components rather the strings (no free form data types) Note Enumeration is the key to enterprise enforcement and utility • Added a defined measurement type, standardized on SI formats • Added OPC quality characterization to the measurement type • Added a general document class that is decomposable and can be queried • Generalized the physical site hierarchy and the generalized location of entities within the that hierarchy • Added Equipment Connectivity to support visualization -> Can use the model as installed P&I Diagram • Added Electrical Transmission & Distribution (Power Measurement, Breaker location, etc) • Added links to the MIMOSA standard for representation of assets (Adds Maintenance life cycle tracking capability to the model representation) • Added Multiple languages • Standardized on GMT time • Enabled Model Base Case to Industry to Company instance tailoring/extensibility while keeping the contributing model standards sacrosanct/pure (i.e. no new standards just linkages and extensions defined though enumeration)

9. The Specifc Upsteam Challenge Must integrate and cooperate with many ongoing projects Many oil & gas installations with significantly different applications Corporate target to standardize processes and applications for management and operation of the installations An IT architecture supporting a fast and cost-efficient rollout of standardized applications and processes a prerequisite

10. Main functionality - Overall architecture OPC XML-> UA& WITSML/ PRODML Web Services Plant Plant Plant Plant Plant Plant Quality Quality Maintenance Maintenance Real Real - - time centre time centre Supervisor Supervisor Engineer Engineer Supervisor Supervisor Operator Operator Engineer Engineer Engineer Engineer Role Based Visualization Interface and extended/new functionalit y Maintenance processes and Model web services for accessing real - time data and Manager process events Enterprise Service Bus ISA 95/88 Model Repository ISA 95/88 Standards Based ISA 95/88 ISA 95 Asset Models Model Aware Adapters DCS ’ s , PLC ’ s, Data Historians, ERP, Process Optimization & Sensors , Well Services firms Analysis App ’ s …

12. Architecture(detailed)

13. Physical Infrastructure Platform A Platform B Onshore Offshore IIF Workbench OSIsoftOPC Client MatrikonProcessNet KM DCS ABB DCS Enterprise Services Bus MatrikonOPC Explorer IMS (AspenTech IP.21) A colder place IMS (OSIsoft PI) A really cold place WebSphereApp Server Excel IBM SISCO UIBClient API CustomerSecuredEnvironment SISCO UIBClient Adapter Matrikon OPCTunneller Server Bergen Matrikon OPCTunneller Client IBM Stavanger SISCO UIBServer Adapter Matrikon OPCTunneller Client IBM Stavanger SISCO UIBCORE Components SISCO UIBServer Adapter

14. Enterprise Portal Plant Operator Plant Engineer Maintenance Supervisor Plant Supervisor SAP NetWeaver Portlet Portlet XI Manufacturing Operations Management xMII Portlet Portlet Web Service Portal Application Business Management A Chemical Company Example HighFidelityVisualization Tech Center Engr. IBM Role Based Visualization Interface Served through Hale/DOJO IBM RSM Model Aware Manufacturing Service Bus RSM Model Manager Mediator Service Registry Choreographer Rules Engine Event Processor Naming Service DCS PLC Aspentech WW PI 16

15. Packages and main components (Architecture view) Integrated Information Framework (IIF) Reference Semantic Model (RSM)A collage of: S95/S88, ISO-15926, IEC-61970/68, ISO-13374, OPC, WITSML/PRODML The IIF implements RSM and consists of these components:1. Model Manager (Model Repository, Model explorer, Info Loc Resolution)2. Model aware OPC Server and OPC Client adapters3. Enterprise Model adapter4. IIF Workbench (Model Visualization, P&ID Visualization)

16. Demo part

17. Visualization Attributes To provide a basic platform that can be used to build various browser-based tools • Zero-footprint, pure web browser-based interface • Eclipse-like architecture • Does not poll for data update but subscribes to events • Easy to customize, extensible, and configurable • Provides basic tooling infrastructure • Page editors and visual XML editors can be built • Can run inside Share Point and SAP portals !!! • Can run across WANS and Low Band Width environments • Can drive visualization on PDA’s, and iPhone, etc.

18. Use Cases Being Done For Customers • Meta Model Creation, Model Instance Creation, Model Maintenance, and Measurement Instance Mapping • Configure the Instance Model Automatically • Access all Process Historian’s Data • Access all Distributed Control Systems • Access all PLC’s • Access by Siemens IndX and OSI PI Foundation to the RSM, and Process Visualizations • Visual configuration and subscription to Complex Events & Alarms Model Visualization, Model Maintenance, Web Service Definition, • RSM Model based P&ID Creation and Visualization • Microsoft and SAP Web Services Interface via Visual Subscription Service

19. Chemical and Petroleum IIF Component Business Services Well Test CBS Riser Test CBS Injection Well Mg’mnt CBS Gas Lift CBS ManifoldSeparator CBS Production Order CBS Fulfillment CBS Quality Assay CBS Data validation CBS Composite Business Service (CBS) Suites For Chemical and Petroleum Composite Business Services Components • CBS Process Flows and BPELs • CBS Process Orchestrations and WSDLs • User Interface Templates & Content • CBS Data Models • Services Model • Service Descriptions • Svc. Interface definitions, etc. • Service Realizations • Service Components (Software Code) • Messaging Components (Software Code • Message Sets, Database Scripts Event & Alarm Aggregation CBS Rotating Equipment KPI Monitoring CBS Up Stream enabler Down Stream Enabler Common Enabler’s C&P IIF Industry Content Packs IIF Framework IIF Framework Components • WebSphere Process Server • WebSphere Integration Developer • WebSphere Remote Server (bundles WebSphere Enterprise Service Bus and DB2 Enterprise Server Edition) • Rational Software architect • Tivoli Identity Manager, Tivoli Access Manager • Tivoli System Auto. for Multi-platforms • IBM System Storage Area Network (SAN) • WebSphere ESB – CEP Feature Pack • Integrated Information Framework (RSM and Workbench) • RSM Store (SISCO UIB) *Partner Product • Enterprise Model Adapter, Key Adapter (GDA, TSDA, HSDA, Events) Industry Enablers • Extensions to RSM & Mappings for customer processes • Extended Technical & Business Services • Common Industry Business Rules C&P IIF Industry Content Packs • Industry Reference Semantic Instance Models • C&P integration Information Services (SISCO OPC Adapters) • Industry Message Models WITSM/PRODML OPC XML/UA 21

20. Work processes and decision support Automatic monitoring Chemical & Petroleum Integrated Information Framework Real-time processing and analysis Safe and reliable data and communication infrastructure Key areas for Integrated Operations • Condition monitoring of topside equipment • Down hole flow sensors, multiphase rate meters • Ocean bottom and well seismic • Visualization and decision support • Onshore control room work processes • Roles and Responsibilities • Change management • Fast update of geo & reservoir models • Process optimization tools • Well planning and drilling optimization • Condition based maintenance applications • Well data transmission • High capacity data transfer • Standards and protocols, applications integration • Redundancy