5-4-2011
ISA-88.01 Update
Overview of Changes
Standards
Certification
Education and Training
Publishing
Conferences and Exhibits
Agenda
• ISA 88 brief history
• Summary of clarifications
• Changes in structure
• Overview of changes in definitions
• Overview of changes in models
– What has been updated
– What has remained unchanged
– What has been added
– What has been removed
• Other Changes
• Summary
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ISA 88 Brief History
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ISA 88.01 Batch control Part 1: Models and Terminology
(1995)
• Other sections approved
– ISA 88.02 - Data structures and guidelines for languages (2001)
– ISA 88.03 - General and site recipes (2003)
– ISA 88.04 - Batch production records (2006)
• Other sections still in Draft
– ISA 88.05 Implementation Models & Terminology for Modular
Equipment Control
• Technical Reports issued (latest revision)
– TR88.95.01 Using ISA-88 and ISA-95 together (2008)
– TR88.00.02 Machine and unit states: An implementation example of
ISA-88 (2008)
– TR88.00.03 Possible recipe procedure presentation formats (1996)
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Summary of Clarifications
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All recipe-aware equipment modules contain procedural control.
Execution of all procedural control contained directly in units is part
of the unit supervision activity.
The relationships between types of recipes, recipe components, and
equipment control are more fully described and illustrated.
Entity relationship diagrams have been replaced with more intuitive
UML instance diagrams.
The transition diagram for the procedural states example has been
updated with a more intuitive and complete UML state diagram
References to other parts of the standard and to ANSI/ISA95 and
IEC 62264-1 are included to provide direction for further clarification
of selected topics.
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ISA-88 Structural Overview
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Changes in Structure – 1
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Changes in Structure – 2
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Changes in Structure – 3
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Added: Conformance and compliance
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Question: What is the committee’s intention regarding conformance and compliance in the
updated standard?
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Answer:The update committee felt that some guidance is needed relative to conformance
and compliance of this part of the standard. The standard consists of models that are
sufficiently abstract to apply to a wide variation of batch control implementations.
Unfortunately, as a models and terminology standard with abstract concepts, examples of
correct implementation and exact test criteria are difficult to define. Part 1 is intentionally
abstract to allow for innovation where the committee agreed there are probably many good
solutions or approaches. Yet, this part of the standard does clearly define a set of models,
and terms associated with the models, which is a foundation for common understanding.
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For implementation tools and specifications claiming to be compliant with this part of the
standard, the committee expects that the models and terminology shall be followed and any
deviations including those allowances for innovation will be clearly identified. Similarly, for a
system or application to conform to this part of the standard, the committee would expect
that the terms shall be used appropriately, the model hierarchies would be incorporated,
and the relationships of batch elements maintained. Any deviations should be clearly
defined and documented.
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Changes in Structure – 4
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Section 3: Updates to Definitions
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Only minor changes to the definition section of the standard
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73 terms are defined – 10 more than the original Part 1
– Changed Process Management to Process (cell) Management
– Deleted ID & Line, removed references to Stream
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Added examples to the definitions
Refer to other parts of the standard for clarification and more detail
Allocation
Equipment control
Lot
Process action
Recipe types model
Arbitration
Equipment entity
Master recipe
Process cell
Recipe unit procedure
Area
Equipment entity model
Master recipe procedure model
Process cell management
Recipe-aware equip. module
Basic control
Equipment module
Mode
Process control
Resource
Batch
Equipment operation
Operating schemes
Process input
Shared-use resource
Batch control
Equipment phase
Operation
Process model
Site
Batch process
Equipment procedure
Path
Process operations
Site recipe
Batch schedule
Equipment unit procedure
Personnel and environ. protection
Process output
State
Campaign
Exception handling
Phase
Process parameter
Train
Common resource
Exclusive-use-resource
Physical model
Process stage
Unit
Control activity model
Formula
Procedural control
Recipe
Unit procedure
Control module
General recipe
Procedural control model
Recipe management
Unit recipe
Control recipe
General recipe proc. model
Procedural element
Recipe operation
Unit supervision
Coordination control
Generic equipment module
Procedure
Recipe phase
Enterprise
Header
Process
Recipe procedure
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Update: the Process Model
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Update: the Physical Model
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Added: Equipment Entity Model
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Added: Equipment Entity Model Examples
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Update: Path Structure for Network
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Update: Process/Procedure/Equipment Mapping
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Update: Recipe Types Model
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Added: Master Recipe Component Encapsulation
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Added: Flow from General Recipe to Equipment Entity
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Removed: Control Recipe / Equipment Control Separation
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Updated: Control Recipe Procedure Linking Examples
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Added: Equipment Procedural Elements at Different Levels
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Updated: Equipment Procedure Collapsibility Examples
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Updated: Example State Model
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Added: Second Example State Model
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Other items
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Updated and new tables
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Table 1 - Example modes (unchanged)
Table 2 - State descriptions in example procedural state model (new, updated from original
text)
Table 3 - State transition matrix for example states for procedural elements (updated original
Table 2)
Table 4 - State descriptions in example full reference procedural state model (new, Annex D)
Table 5 - State transition matrix for full reference procedural state model (new, Annex D)
Other parts of the standard are referenced for further clarification
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ISA 88.02 - Data structures and guidelines for languages - 2 references
ISA 88.03 - General and site recipes - 5 references
ISA 88.04 - Batch production records - 4 references
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ANSI/ISA95 and IEC 62264-1 is referenced 16 times for further clarification
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The updated standard is about 150 pages, ~50% more than the original
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Summary
• Structural overview has been added to show how ISA 88 Part
1 maps into other parts to the standard.
• In an effort to make the standard more understandable to new
readers, the new organization takes more of a “top down”
approach to introducing batch concepts.
• Defined terms remain very closely the same but more detail,
clarification, and examples have been added.
• Figures for models have been significantly updated, with some
additions to help clarify concepts.
• References to other parts of the ISA-88 and the ISA-95
standard have made Part 1 more concise.
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