Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
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GUIDELINE
2019
Created in collaboration with
Which criteria do Industrie 4.0
products need to fulfil?
Guideline 2019
Imprint
Published by
Federal Ministry for Economic Affairs and Energy (BMWi)
Public Relations
10119 Berlin
www.bmwi.de
Text and editing
Plattform Industrie 4.0
Bertolt-Brecht-Platz 3
10117 Berlin
Design and production
PRpetuum GmbH, Munich
Status
April 2019
Illustrations
zhu difeng – istock; Alexander Limbach – fotolia (title and p. 5),
arrow – fotolia (p. 3), zoranm – gettyimages (p. 5), rost9 –
fotolia (p. 6), nd3000 – fotolia (p. 9), yewkeo – fotolia (p. 10),
MH – fotolia (p. 12), elen31 – fotolia (p. 15) This publication as well as further publications
can be obtained from:
Federal Ministry for Economic Affairs and Energy (BMWi)
This brochure is published as part of the public relations work
Public Relations
of the Federal Ministry for Economic Affairs and Energy. It is
E-mail: publikationen@bundesregierung.de
distributed free of charge and is not intended for sale. The dis-
www.bmwi.de
tribution of this brochure at campaign events or at information
stands run by political parties is prohibited, and political party- Central procurement service:
related information or advertising shall not be inserted in, Tel.: +49 30 182722721
printed on, or affixed to this publication. Fax: +49 30 18102722721
2
Table of contents
1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2. Principles for defining criteria for Industrie 4.0 products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1 Self-examination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.2 Simplicity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.3 Own identifier instead of a general label . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.4 Free usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.5 Free of charge and for everyone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.6 Implementing entity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
3. Product characteristics 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.1 Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.2 Product labelling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
4. Selecting the criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
4.1 Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
4.2 Industrie 4.0 communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4.3 Industrie 4.0 semantics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4.4 Virtual description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4.5 Industrie 4.0 services and states . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
4.6 Standard functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
4.7 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
5. Procedure for criteria and product characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
5.1 Milestone plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
6. Criteria for Industrie 4.0 products and their product characteristics 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
7. Further development of the criteria for Industrie 4.0 products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
7.1 Probable criteria and product characteristics – mid-term . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
7.2 Outlook for criteria and product characteristics – long-term . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
8. Product examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
8.1 Nexo industrial cordless Wi-Fi nutrunner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
8.2 Energy efficiency module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
8.3 FDI-based software for device management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
8.4 S7-1500 Advanced Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
8.5 Modicon M251 Logic Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
8.6 LiDAR Sensor R2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
3
1. Introduction
Industrie 4.0 is the fully digitalised and networked production These criteria help providers in the market to decide which
approach of the future and it is relentlessly moving into the products can already be labelled as Industrie 4.0-capable
factories. There is an almost inflationary use of terms such today. At the same time, companies can use these criteria
as “IoT Ready”, “RAMI 4.0-compliant” and “Industrie 4.0 seal”. as a guide for product development. For customers, the
Moreover, consulting companies are offering to test products ZVEI definition provides clarity about the performance and
and entire enterprises for their Industrie 4.0 fitness. All too features that Industrie 4.0 products1 should provide. This
often, the services offered define Industrie 4.0 in completely ensures more transparency and security for the market as
different ways, causing far more confusion than clarity. a whole. Indirectly, it also becomes clear what is not Indus-
How can we shed some light onto this mix of terms and trie 4.0-compliant.
offers? What does the customer gain and what is behind the
terms and consulting services? ZVEI has developed general This guideline continues and supersedes the yearly updated
and universal criteria for Industrie 4.0 products.They are guidelines since 2015.
described in this guideline. The guideline was created in
collaboration with the working group 1 on reference archi-
tectures, standards and norms of Plattform Industrie 4.0.
Figure 1: Why criteria for Industrie 4.0 products are important: initial universal guidance for customers and manufacturers
General
• Guidance on what Industrie 4.0 is Implementing entity
AND what it is not • Not dependent on a single manufacturer
• Not every product is Industrie 4.0 • Knowledge of Industrie 4.0 standardisation work
• Positioning for the market • Standardisation work implemented by
manufacturers via criteria
Customers
• Future-proof as a result of
cross-company terminology Important prerequisites
• Universal definitions • Self-examination, deliberately no certification
• Autonomous Industrie 4.0 label can be linked
Manufacturers
to the criteria
• Guidance on what qualifies as • Autonomous decision on use
Industrie 4.0 (in catalogues, on products, in advertising etc.)
• Properties as guidance for • Free of charge and available to everyone
product developments
Source: ZVEI Leaderchip circle Industrie 4.0, Martin Hankel, Bosch Rexroth AG
1 This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, systems, machines or software.
It does not describe criteria for Industrie 4.0 complete solutions (hardware, software, service, application etc. as a complete package).
Industrie 4.0 complete solutions should contain at least one Industrie 4.0 product that complies with the criteria for Industrie 4.0 products
and thus the minimum product properties.
4
2. P
rinciples for defining criteria for
Industrie 4.0 products
The criteria for Industrie 4.0 products are to be established For example, they can use them in product catalogues,
quickly and simply as far as possible. The following prereq- at trade fairs or for advertising.
uisites have therefore been defined.
Public use is explicitly requested, always contributing
to the spread of the criteria for Industrie 4.0 products.
2.1 Self-examination ✔
Each company or organisation checks itself, based on the 2.5 Free of charge and for everyone ✔
criteria for Industrie 4.0 products, whether its own products
have the properties or not. They are also responsible for The use of the criteria for Industrie 4.0 products and their
developing any properties lacking in their products. product properties is free of charge for companies and
organisations. Anyone can use them for their products.
Certification is explicitly not necessary for the self-exami-
nation.
2.6 Implementing entity ✔
2.2 Simplicity ✔ An entity which is independent of manufacturers defines
and publishes the criteria for Industrie 4.0 products in a
The criteria for Industrie 4.0 products and their product fixed and transparent process.
properties are to be presented as simply as possible so that
any company or organisation can apply them independently Specifically, the criteria are developed in the committees
without third party assistance. ‘ZVEI-SG models & standards’ and the Plattform Industrie
4.0 working group AG1 on reference architecture, norms &
standards. Both committees are staffed with cross-manu-
2.3 Own identifier instead of a general label ✔ facturer members from the IT industry, automation engi-
neering, mechanical and plant engineering and process
A general label is not associated with the criteria for Indus- engineering. The two committees have sufficient knowledge
trie 4.0 products and the requisite product properties. Each of the ongoing standardisation work on a reference archi-
company or organisation can use its own label to reference tecture for Industrie 4.0.
the criteria and refer customers to the criteria.
This ensures that the criteria for Industrie 4.0 products are
Conversely, customers can also actively query whether a generally valid and that the right and necessary technical
company label meets the criteria for Industrie 4.0 products. product properties are used.
The stipulated criteria for Industrie 4.0 products can only
2.4 Free usage ✔ be changed through (by) these two committees.
Each company and organisation is free to decide whether The aim is for the criteria and the requisite product proper-
to publicly use the criteria for Industrie 4.0 products and ties to also be used in a standardisation process in the
their product properties. future.
5
3. Product characteristics 2019
“Product characteristics 2019” describe minimum features 3.1 Migration
that a product on the market today must have if it is to
satisfy the criteria for Industrie 4.0 products. This also The description and stipulation of the minimum character-
includes products with features that can be loaded sub istics for the individual criteria are checked once per calendar
sequently and with updates for future requirements. year. Changes are made where necessary. This ensures that
the characteristics of the criteria for Industrie 4.0 products
The characteristics are primarily aimed at customers and are adapted in line with technical progress. New norms and
list which products are available to be procured today for standards can be added in the future and the characteristics
an Industrie 4.0 network. Minimum requirements for outlined in increasing detail.
norms and standards are described here so that a product
can participate in an Industrie 4.0 network. Products can
of course also have features that exceed these minimum 3.2 Product labelling
requirements.
The criteria for Industrie 4.0 products and their respective
The criteria for Industrie 4.0 products and the product characteristics should be used for the labelling of products.
characteristics are checked and adjusted on an annual basis. ZVEI recommends labelling the products “I4.0” or “Industrie
4.0” and adding these terms to the manufacturers’ catalogues,
for example. Products with this labelling satisfy the currently
stipulated minimum requirement of features, and a migra-
tion to comply with future features is ensured.
6
4. Selecting the criteria
The Reference Architecture Model Industrie 4.0 (RAMI 4.0)2 The minimum required product characteristics for each
was created as part of the standardisation work. It represents criterion are described in the following and must be satis-
the entire scope of solutions for Industrie 4.0. fied cumulatively.
Technical standards from the three axes “Architecture Layer”, The degree of fulfilment establishes which characteristics
“Lifecycle & Value Stream” and are mandatory and which are optional (use case-dependent).
“Functional Hierarchy” can be found in RAMI 4.0. The The lifecycle is roughly divided into two phases of type
various Industrie 4.0 committees are currently working (development) and instance (production, service). The prod-
on activities in this area. uct characteristics for the criteria may differ depending on
the lifecycle phase and must then be fulfilled cumulatively
The second reference model is the similarly published (both criteria) to achieve them.
“Industrie 4.0 Components”2. It describes how an Industrie
4.0 product is integrated into an Industrie 4.0 network. An
administration shell2 with the corresponding Industrie 4.0 4.1 Identification
communication is required here.
A necessary prerequisite for Industrie 4.0 is the globally
This means that an Industrie 4.0 product is always an unique identification of all products, i.e. assets and admin-
Industrie 4.0 component consisting of “asset”, i. e. the istration shells, in the Industrie 4.0 network. For this pur-
object, and “administration shell”. pose, each product requires an identifier that can be used
to clearly identify it worldwide.
Both reference models set requirements and are the start-
ing point for deriving the criteria for Industrie 4.0 products. The same also applies to data, standard functions, adminis-
tration shells, etc … that belong to the product. A globally
Criteria were selected which involve major changes or are unique identifier is also required so that the relationship
an essential requirement for Industrie 4.0. between the data and functions can be established on a
cross-manufacturer basis.
Each criterion is divided into its product characteristics,
degree of fulfilment and the phases of its lifecycle. Two preferred schemes for identifiers have already been
specified in the second part of the description of Industrie 4.0
components (according to ISO 29002-5 or as URI; see:
“Structure of the Administration Shell”, Plattform Industrie
4.0, 2016).
2 The publications marked with a 2 can be obtained here:
www.zvei.org/presse-medien/publikationen/das-referenzarchitekturmodell-industrie-40-rami-40
www.zvei.org/presse-medien/publikationen/die-industrie-40-komponente/
www.zvei.org/presse-medien/publikationen/das-referenzarchitekturmodell-industrie-40-rami-40/
Further links: www.din.de/de/wdc-beuth:din21:250940128 und https://webstore.iec.ch/publication/30082
4. SELECTING THE CRITERIA 7
Figure 2: Deriving criteria for Industrie 4.0 products
I4.0 components RAMI 4.0 Criteria for Industrie 4.0
I4.0 communication Architecture layers
Standard functions
Basic functions that are the same
Business regardless of device
Administration Industrie 4.0 semantics
Functional
Digital world
shell A shared language
(vocabulary and syntax)
Information Virtual description
Asset Communication Industrie 4.0 services & states
e.g. machine*
Industrie 4.0 communication
Integration that can map the new services
Identification
Real
Assets Unique labelling of physical things
and data
Security
* Also refers to individual components such as sensors, actuators, controllers, software etc.
Source: ZVEI Leaderchip circle Industrie 4.0, Martin Hankel, Bosch Rexroth AG
The identification is required in RAMI 4.0 in the asset, in the form of data and functions and also a common
information and functional architecture layers. syntax that creates the right context for the data.
Some initial good candidates for Industrie 4.0 semantics
4.2 Industrie 4.0 communication are being discussed in the ZVEI and Plattform Industrie 4.0
standardisation committees. In addition to candidates such
Industrie 4.0 follows a service-oriented architecture in as eCl@ss or IEC 61360 with IEC CDD, other options for the
which services can be provided and data exchanged. For potential sorting of syntax under discussion are, for example,
this purpose, requirements for message transfer between Automation ML. The first standardised data and file formats
two Industrie 4.0 components have been formulated, will be added to the criteria as necessary product character-
known as Industrie 4.0 communication. istics.
The specifications for Industrie 4.0 communication are In RAMI 4.0, the Industrie 4.0 semantics are located in
currently being defined. To this end, preferential standards the information layer. All data and functions that are not
are filtered out of existing standards and standards already standardised according to Industrie 4.0 are located here
at the development stage which are best suited for Indus- in the integration layer.
trie 4.0 communication.
In RAMI 4.0, Industrie 4.0 communication is represented by 4.4 Virtual description
the communication layer. All other communication types
as well as protocols are located in the integration layer here. The virtual description reflects the entire content of the
digital product representation.
4.3 Industrie 4.0 semantics There is a digital compilation of important data in Industrie
4.0 semantics as well as other information such as product
Components, machines, plant and IT systems require a descriptions, catalogue pages, images, technical features,
common language if they are to understand each other data sheets, security features, simulation models etc.
regardless of manufacturer. This involves shared vocabulary
8 4. S E L E C T I N G T H E C R I T E R I A
This information provides a digital description of the prod- a machine. Such functions, which will then be located in
uct, parts of which are also accessible for customers. the functional layer of the RAMI 4.0, are currently being
standardised/normed and will also be a good criterion for
Information can be accessed on the product, made freely Industrie 4.0 products in future.
available on the Internet, connected with the product or
retrieved online by user ID.
4.7 Security
4.5 Industrie 4.0 services and states Security is one of the central topics for Industrie 4.0 and
must be ensured throughout the entire lifecycle in all
Components, systems and machines should be able to find architecture layers and hierarchy levels. In the same way as
each other in an Industrie 4.0 network and conduct an ini- a building reinforced with steel, security thus ensures the
tial negotiation by communicating between themselves. stability of RAMI 4.0 and protects against possible attacks.
This also includes exchanges on the available data, functions Initial security capabilities should already be in place today.
and capabilities. Once agreement has been reached in these Which capabilities these are should typically be shown by
negotiations, the first data can be exchanged. Basic services a threat analysis and already be clearly documented. Further-
are necessary for these processes, and both communication more, a suitably secure identity should already be available,
partners must be able to operate them. at least for the product instance. In the future, the partial
security model will describe the necessary capabilities
Accordingly, these Industrie 4.0 services must be described (authentication of the identifiers, user and role manage-
and implemented independently of manufacturers so that ment, secure communication, logging of security-related
an Industrie 4.0 network can function. These Industrie 4.0 changes) and optional capabilities of an Industrie 4.0 com-
services must be open, standardised (preferably normed) ponent that need to be taken into account for Industrie 4.0
and accessible to all, and must also not be dependent on a products. It will be possible to access the inherent security
single provider. They are necessary basic services that every capabilities online. IEC 62443 will play a key role here.
Industrie 4.0 product must support and provide – staggered
from initial implementation to full expansion. This also in The security capabilities of a product property will have to
cludes, for example, a general interface for all loadable ser- be evaluated, in the long term (ten years), with a measurable
vices and messages on the states of the Industrie 4.0 products. quality based on a scale that has yet to be determined. In
addition, the security capabilities3 alongside safety capabili-
ties, privacy capabilities, resilience and reliability will have to
4.6 Standard functions be the characteristic properties of a trustworthy Industrie 4.0
component. A multi-level scale for trustworthiness will then
For machine builders and end customers in particular, it is allow estimates of an Industrie 4.0 component’s usability in
extremely helpful for certain functions to be standardised an overall system, and it will be possible to determine the
for all components and systems. A good example of functions level of trustworthiness of an added value network auto-
is the PLCopen Motion modules which are standardised matically based on the current networking of the participants
independently of manufacturer. Simple condition monitor- in the added value network. When components are inte-
ing functions are also suitable for this; if the starting values grated into a machine, the resulting level of trustworthi-
are standardised across all manufacturers, it is much easier ness must arise from the composition of the components.
to implement cross-manufacturer condition monitoring in
3 This goes in a similar direction to the “trustworthiness” proposed by the IIC9
5. P
rocedure for criteria and product
characteristics
Initially, the criteria for Industrie 4.0 products and their Figure 3: Generic annual cycle for checking the criteria
product characteristics will be defined and stipulated in for Industrie 4.0 products including product
the “ZVEI-SG models and standards” and then released in characteristics
the “Plattform Industrie 4.0 working group 1 on reference
architecture and standards”. January
November Usage
The further process for the criteria and product character- Publication Manufacturers
istics is to be designed openly and, in the future, could also and customers
be implemented by means of a DINSPEC that performs an
annual check and makes adjustments to the criteria and
their product characteristics where necessary.
Up to July
October Collection of
5.1 Milestone plan Approval by adjustment requests
committee for the following year
The annual process will roughly be as follows: a publication
of the criteria for Industrie 4.0 products and their product Up to
characteristics will always be made in November of each September
year. Manufacturers and customers will then be able to work Coordination
with these specifications in the following year. By the middle of adjustment
of the following year, any adjustment requests will have been requests
collected (contact: trs@zvei.org) and discussed in the com- Source: ZVEI Leaderchip circle Industrie 4.0, Martin Hankel, Bosch Rexroth AG
mittee up to September. The decisions taken by the com-
mittee will be approved in October so that the adjustments
for the following year can again be published in November.10
6. C
riteria for Industrie 4.0 products and
their product characteristics 2019
NB: In the following tables, the term Industrie 4.0 will be abbreviated to I4.0 for simplicity’s sake.
Table 1: Product characteristics 2019 for the criteria for Industrie 4.0 products
Criteria Requirements L E Product characteristics 2018
Cross-manufacturer identification of the asset with For 1) material number4 (electronic) in
T M
unique identifier (ID) attached to the product6, accordance with ISO 29002-55 or URI
electronically readable.
For 2) serial number or unique ID
Identification in:
1. Identification For 3) manufacturer + serial number or unique ID
1) Development
I M With 2) and 3) electronically readable, for
2) Goods transport (logistics), production
physical products via 2D code or RFID
3) Sales, service, marketing
For 4) participant identification via IP network
4) Network
Manufacturer makes data available/accessible
Transfer of product data and data files for
online. The data should be relevant to customers
interpretation or simulation, for example; T M
and available/accessible with the assistance of
product data in standardised form.
identification/e. g. pdf via http(s) and URI
2. I4.0 communication
Administration shell of the product6 can be
Product6 can be addressed via the network, supplies and addressed (at any time) with the assistance of the
I M
accepts data, Plug & Produce via I4.0-compliant services. identification online via TCP/UDP&IP with at
least the information model from OPC-UA
Standardized data with manufacturer-independent unique For 2)–3) Catalog data and technical data sheet
T M
identification in the format of Properties with syntax for in an open standard online accessible.
(as example):
For 2)–3) Catalog data and technical data sheet
1) Data related to business (Commercial data)
in an open standard online accessible.
3. I4.0 semantics 2) Catalog data I M
Dynamic data via I4.0 communication online
3) Technical data: Mechanics, Electric, Function, Location,
accessible.
Capabilities
4) Dynamic Data For 5) Data regarding the life cycle of the product
I O
5) Data describing the life cycle of the product instance. instance online accessible
→6. C R I T E R I A F O R I N D U S T R I E 4 . 0 P R O D U C T S A N D T H E I R P R O D U C T C H A R A C T E R I S T I C S 2 0 1 9 11
Table 1: Product characteristics 2019 for the criteria for Industrie 4.0 products (continued)
Criteria Requirements L E Product characteristics 2018
Virtual representation in I4.0-compliant semantic. Customer-relevant information can be retrieved
Virtual representation for the complete life cycle. Impor- digitally based on type-identification (Product
T M
tant properties of the physical component, information description, catalog, picture, technical features,
regarding the relation between Properties, relations datasheet, security properties, etc.)
4. Virtual Description
relevant for production and production process-relevant
Digital contact to service and to information
relationships between Industrie 4.0 components, formal
I M regarding product support (including spare parts
description of relevant functions of the actual component
information) possible from the field.
and its processes.
Definition still open (service system) T O Digital description of device interface available
5. I4.0- Services and General interface for loadable services and report of states. Information like states, error messages, warnings,
States Necessary base services, which have to be supported and I O etc. according to an industrial specification available
provided by an I40-product. via OPC-UA information model
Basic standardized functions, which can be executed Functions described in Administration shell in
manufacturer-independently and which provide same data T N
format of I4.0 sub models.
6. Standard functions in same functions. These basic functions serve as base for
the functionality, on which every manufacturer can build Functions implemented in Administration shell
I N
their own extensions. in format of I4.0 sub models.
A threat analysis has been executed.
T M Appropriate security features were considered
7. Security Minimum requirements for providing security functions. and publicly documented.
Available security capabilities are documented.
I M
Appropriate secure identities are available.
Product characteristics for the criteria L: Lifecycle with T: Type and I: Instance
C: Coverage with M: Mandatory,
O: Optional, use-case-dependent, may be mandatory and N: Not relevant
4 Material number is used here as umbrella term for the type designation, manufacturer part number, order number, product classification etc.
5 A manufacturer-specific identification will probably be required as a rule for the above directly connected assets. ISO 29002-5 does not
currently provide for this.
6 This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, modules, machines or software.12
7. F
urther development of the criteria for
Industrie 4.0 products
Industrie 4.0 is not fully described at present. The first This description is directed in particular at the norming
stipulations were included in the criteria for Industrie 4.0 and standardisation committees and highlights the fields in
products. Which implementations and standards for Indus- which standrads and norms are still to be added. A need for
trie 4.0 products will be relevant in the future? A timeframe research can also be derived from this.
is relevant for manufacturers and customers as well as for
examining the product criteria and product characteristics. Whether and when these descriptions will become minimum
For the purposes of classification, the outlook has been product characteristics and part of criteria for Industrie 4.0
divided into mid-term and long-term. products is completely unknown at present. Potential can-
didates will first be included in the mid-term product char-
acteristics as part of the annual checks.
7.1 P
robable criteria and product
characteristics – mid-term The time horizon here is distinctly more than five years
until a more precise description and definition is available.
The mid-term outlook describes which further product
characteristics are already being discussed today and could
be implemented in the various products over the coming
years. Figure 4: Further development of the criteria and product
characteristics including migration path
It is directed particularly at manufacturers and shows which
product characteristics regarding the criteria will have to
be developed and implemented for Industrie 4.0 products
over the next few years as a minimum. The time horizon Industrie 4.0
here is up to five years. Totality of all
standards
7.2 Outlook for criteria and product character-
istics – long-term
Criteria &
The long-term outlook describes the entire Industrie 4.0 product characteristics
spectrum with all of its norms and specifications. Minimum requirements
for Industrie 4.0
Many of these topics have not yet been conclusively defined
and cannot as yet be considered in full. It is shown here today mid-term long-term
what could belong to Industrie 4.0 product characteristics
in the future. Source: ZVEI Leaderchip circle Industrie 4.0, Martin Hankel, Bosch Rexroth AG7. F U RT H E R D E V E LO P M E N T O F T H E C R I T E R I A F O R I N D U S T R I E 4 . 0 P R O D U C T S 13
Table 2: Outlook for criteria and product characteristics
Criteria Requirements L C Medium term ≤ 5 years C Long term ≤ 10 years
Manufacturerindependent identification of the T M As in 2019 M As in 2019
asset with unique identifier (ID) attached to the
product7, electronically readable. As in 2019, but also further
1. Identifica- Identification in: wireless identification possible. As for medium term, but also
tion 1) Development I M More detailed identification data M indoor and outdoor localisation,
2) Supply chain (logistics), production and de-referencing of further pattern recognition, etc. possible.
3) Sales, service, marketing identifiers (e.g. GS1) possible.
4) Network
Transmission of product data and data files regard- As in 2019, but administration As for medium term and new
ing the product, e.g. for planning or simulation, T M shells and its data can be M technologies such as ledger
data regarding the product in standardised form. communicated digitally. technologies (blockchain).
As in 2019, but administration
shell of the product[3] can
2. I4.0-Com- M communicate via OPC-UA; O As for medium term but com-
munication Product3 accessible via network, provides and basic services I4.0 also imple- munication can use communi-
receives data, Plug & Produce based on I4.0- I mented. cations standards (e. g. DDS,
compliant services. Additionally MQTT for above AMQP, Bluetooth etc.). Flexible
production line level. network topologies.
O
TSN and 5G are possible in
communication stack.
As in 2019, but with I4.0-com- As for medium term
pliant self-description. 1–5) 1–3) + other candidates
structured in manufacturer- + data in public catalog
independent sub-models with Also autonomous negotiation
Standardized data with manufacturer-independent uniform minimum standards. of business relationships.
unique identification in the format of Properties 1–4) preferably ecl@ss, but
with syntax for (as example): T M also IEC CDD/W3C/ IEC M
1) Data related to business (Commercial data) 62832, IEC61360/ISO13584
3. I4.0- 2) Catalog data and IEC61987-compliant data
Semantic 3) Technical data: Mechanics, Electric, Function, 2) BMEcat
Location, Capabilities 2-3) Automation ML
4) Dynamic data 2-4) Models for simulation and
5) Data describing the life cycle of the product virtual commissioning
instance 3–5)
As in 2019.
+ other candidates
3–5) preferably ecl@ss, but
I M M + data in public databases
also IEC CDD/ W3C/ IEC
Also autonomous negotiation
62832-compliant data.
of business relationships.
As in 2019, but further customer-
relevant data are available in
I4.0-compliant formats.
Virtual representation in I4.0-compliant semantic. All data and descriptions
Data on product types can
Virtual representation for the complete life cycle. available digitally in I4.0 seman-
T M also be transferred to public M
Important properties of the physical component, tics for cross-manufacturer
or private clouds
4. Virtual information regarding the relation between Proper- exchange.
(Administration shell via a
Description ties, relations relevant for production and produc-
type).
tion process-relevant relationships between Indus-
trie 4.0 components, formal description of relevant
Representation of all production All data and descriptions
functions of the actual component and its processes.
and service documents as well available digitally in I4.0
I M M
as data present and available semantics for cross-manu
internally in a transparent manner. facturer exchange.
→
7 This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, modules, machines or software.14 7. F U RT H E R D E V E LO P M E N T O F T H E C R I T E R I A F O R I N D U S T R I E 4 . 0 P R O D U C T S
Table 2: Outlook for criteria and product characteristics (continued)
Criteria Requirements L C Medium term ≤ 5 years C Long term ≤ 10 years
All I4.0 services required in the
As in 2019, but additional first development process such as
Definition still open (service system) T M M
services online loadable. simulation services available
5. I4.0- online.
Services As in 2019, but also basic
and States General interface for loadable services and report services I4.0 implemented
As for medium term, but all I4.0
of states. Necessary base services, which have to I M (e. g. self-description, remote M
services for Plug&Produce.
be supported and provided by an I40-product. update capability, new
loadable functions etc.).
All defined standard functions
First mandatory Sub-models
for development support are
e. g. identification, name plate
available.
and simulation model for vir-
T O M New methods from machine
tual commissioning available.
learning and artificial intelligence.
Basic standardized functions, which can be Methods from machine learn-
Autonomous products in life
executed manufacturer-independently and which ing and artificial intelligence.
cycle.
6. Standard provide same data in same functions. These basic
For example, PLCopen for
functions functions serve as base for the functionality, on All defined standard functions
Motion functions, description
which every manufacturer can build their own for users are available and can
and access to primary user
extensions. be executed.
functions of the asset, condi-
I O M New methods from machine
tion monitoring standard
learning and artificial intelligence.
according to VDMA 24582,
Autonomous products in life
Methods from machine learn-
cycle.
ing and artificial intelligence.
Security by design.
Security capabilities are
described at the respective Security by design.
level (Authentication of the Additional (level of trust),
T M M
identifiers, user and role man- Capabilities of the intended
agement, secure communica- level of trust are described.
tion, logging of the securi-
Minimum requirements for providing security
7. Security ty-relevant changes).
functions
Security capabilities are availa-
ble digitally at the intended
Also available digitally (level of
level (Authentication of the
trust), Capabilities of the
I M identifiers, user and role man- M
intended level of trust are
agement, secure communica-
implemented.
tion, logging of the securi-
ty-relevant changes).
Product characteristics for the criteria
L: Lifecycle with T: Type and I: Instance
C: Coverage with M: Mandatory, O: Optional, use-case-dependent, may be mandatory and N: Not relevant15 8. Product examples A few product examples are shown in the following with Figure 5: Nexo cordless Wi-Fi nutrunner the aim of making classification and characteristics some- what more transparent and manageable. Overview of examples: 1 Bosch Rexroth – Nexo cordless Wi-Fi nutrunner 2 Festo – Energy efficiency module 3 ABB – Field Information Manager (software) 4 Siemens – Programmable logic controller 5 Schneider Electric – Programmable logic controller 6 Pepperl & Fuchs – Sensor 8.1 Nexo industrial cordless Wi-Fi nutrunner The nutrunner works fully independently. The complete control unit is integrated in the nutrunner and is accessible via open interfaces using WLAN. The parameters are con- figured using a web browser. Numerous sensors are inte- grated. Functions can be subsequently loaded and all of the nutrunner’s data can be retrieved via an open interface using WLAN. Condition monitoring and diagnostic func- tions are already integrated into the nutrunner. Communi- cation to all common protocols can be adjusted by way of software Source: Bosch Rexroth
16 8. P R O D U C T E X A M P L E S
Table 3: Characteristics of the Nexo cordless WiFi nutrunner
Criteria Requirements L C Product characteristics 2018 Nexo nutrunner
For 1) material number4
T M (electronic) in accordance 1) Material number (electronic)
Cross-manufacturer identification of the
with ISO 29002-55 or URI
asset with unique identifier (ID) attached
For 2) serial number or unique ID
to the product6, electronically readable.
For 3) manufacturer + serial
Identification in:
1. Identification number or unique ID 2) QR code
1) Development
With 2) and 3) electronically 3) QR code
2) Goods transport (logistics), production I M
readable, for physical products 4) Participant identification via
3) Sales, service, marketing
via 2D code or RFID TCP/UDP and IP network
4) Network
For 4) participant identification
via IP network
Manufacturer makes data availa-
ble/accessible online. The data
Transfer of product data and data files for
should be relevant to customers
interpretation or simulation, for example; T M Step Files, CAD drawings etc.
and available/accessible with the
product data in standardised form
assistance of identification,
e. g. pdf via http(s) and URI
2. I4.0 communication
Administration shell of the prod-
Product6 can be addressed via the uct6 can be addressed (at any
Yes, torque, rotary angle,
network, supplies and accepts data, time) with the assistance of the
I M tightening curve etc. can be
Plug & Produce via I4.0-compliant identification online via TCP/
read online
services UDP&IP with at least the infor-
mation model from OPC-UA
Standardised data in the form of attrib- For 2) catalogue data can be
utes with cross-manufacturer unique T M accessed online in an open Yes, via QR code
identification and syntax for: standard
1) Commercial data
2) Catalogue data
3. I4.0 semantics For 2) and 5) catalogue data and
3) Technical data: mechanics, electronics,
data on the lifecycle of the prod-
functionality, location, performance I M Yes, via QR code
uct instance can be accessed
4) Dynamic data
online
5) Data on the lifecycle of the product
instance
Virtual representation in I4.0-compliant Relevant information for cus-
semantics tomers can be accessed digitally The product description,
Virtual representation across the entire based on the type identification catalogue, image, technical
T M
lifecycle. Characteristic attributes of the (product description, catalogue, features, datasheet etc. are
actual component, information on rela- image, technical features, data available online
4. Virtual description tionships between the attributes, produc- sheet, security properties etc.)
tion and production process-relevant
Digital contact to service and
relationships between Industrie 4.0 com- QR code leads directly to
information for product support
ponents, formal description of relevant I M services and offers information
including spare part information
functions of the actual component and on spare parts
from the field possible
its processes.
Digital description of the device
Definition still open (service system) T O Interfaces are described openly
interface available
Information such as states, error
5. I4.0 services and General interface for loadable services
messages, warnings etc. availa- Data at the interface for all
states and for the reporting of states. Necessary
I O ble via OPC-UA information states are disclosed and can
basic services which an I4.0 product must
model in accordance with an be requested
support.
industry standard
→8. PRODUCT EXAMPLES 17
Table 3: Characteristics of the Nexo cordless WiFi nutrunner (continued)
Criteria Requirements L C Product characteristics 2018 Nexo nutrunner
Basic standardised functions that run on T N Not defined
various products regardless of manufac-
turer and provide the same data in the First diagnosis and condition
6. Standard functions same functions. They serve as the founda- monitoring functions, also
I N Not defined
tion for the functionality on which all monitoring of the process with
manufacturers can build their own diagnosis outputs
enhancements.
A threat analysis was conducted.
Minimum requirements to ensure secu- Appropriate security capabilities Is discussed and documented
T M
rity functionality. were considered and publicly in the customer projects
7. Security documented.
The existing security capabilities
Is discussed and documented
I M are documented.
in the customer projects
Suitably secure identities exist.
Product characteristics for the criteria
L: Lifecycle with T: Type and I: Instance
C: Coverage with M: Mandatory, O: Optional, use-case-dependent, may be mandatory and N: Not relevant
Conclusion: The Nexo cordless WiFi nutrunner therefore meets all stipulated product characteristics 2018.
The manufacturer has thus given it the “Industrie 4.0 logo” available in this area.
Source: Bosch Rexroth
4 Material number is used here as umbrella term for the type designation, manufacturer part number, order number, product classification etc.
5 A manufacturer-specific identification will probably be required as a rule for the above directly connected assets. ISO 29002-5 does not
currently provide for this.
6 This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, modules, machines or software.18 8. P R O D U C T E X A M P L E S
8.2 Energy efficiency module consumption of the downstream system and, thanks to
machine learning, can distinguish between resting state,
The energy efficiency module combines pressure and flow operating state and abnormal states. Fixed limits can also
sensors, independent data processing, a 2/2 way shut-off be set for the individual states. The shut-off valve allows
valve and an Ethernet communication interface. The com- an auto-stop function which automatically blocks the com-
munication parameters of the interface (usual field buses, pressed air supply after a configurable amount of time in
OPC-UA, Modbus/TCP) are open. Functions can be subse- a resting state to prevent leaks. The sensor data, operating
quently loaded through the integration of a CODESYS states and shut-off valve behaviour can all be accessed via
control unit. The module continuously monitors the air the communication interface.
Table 4: Characteristics of the energy efficiency module
Criteria Requirements L C Product characteristics 2018 Energy efficiency module
For 1) material number4 1) Parts number and product
T M (electronic) in accordance key of the manufacturer
Cross-manufacturer identification of the
with ISO 29002-55 or URI (electronically) readable
asset with unique identifier (ID) attached
For 2) serial number or unique ID
to the product6, electronically readable.
For 3) manufacturer + serial
Identification in:
1. Identification number or unique ID 2) DM code of the manufacturer
1) Development
With 2) and 3) electronically 3) DM code of the manufacturer
2) Goods transport (logistics), production I M
readable, for physical products 4) Participant identification via
3) Sales, service, marketing
via 2D code or RFID TCP/UDP and IP network
4) Network
For 4) participant identification
via IP network
Manufacturer makes data availa-
ble/accessible online. The data
Transfer of product data and data files for CAD drawings, EPLAN macros,
should be relevant to customers
interpretation or simulation, for example; T M instructions, device description
and available/accessible with the
product data in standardised form etc.
assistance of identification,
e. g. pdf via http(s) and URI
2. I4.0 communication
Administration shell of the
Yes, sensors and states can be
product6 can be addressed (at
Product6 can be addressed via the net- read out. Valve can be controlled
any time) with the assistance of
work, supplies and accepts data, Plug & I M for which purpose a control
the identification online via TCP/
Produce via I4.0-compliant services. module with OPC-UA applica-
UDP&IP with at least the infor-
tion is plugged in.
mation model from OPC-UA
Standardised data in the form of features For 2) catalogue data can be
with cross-manufacturer unique identifi- T M accessed online in an open Yes, via link of the DM code
cation and syntax for: standard
1) Commercial data
2) Catalogue data
3. I4.0 semantics For 2) and 5) catalogue data and
3) Technical data: mechanics, electronics,
data on the lifecycle of the prod-
functionality, location, performance I M Yes, via link of the DM code
uct instance can be accessed
4) Dynamic data
online
5) Data on the lifecycle of the product
instance
→8. PRODUCT EXAMPLES 19
Table 4: Characteristics of the energy efficiency module (continued)
Criteria Requirements L C Product characteristics 2018 Energy efficiency module
Virtual representation in I4.0-compliant Relevant information for cus- Product description, catalogue,
semantics tomers can be accessed digitally image, technical features, data
Virtual representation across the entire based on the type identification sheet, CAD drawings, EPLAN
T M
lifecycle. Characteristic attributes of the (product description, catalogue, macros, instructions, device
actual component, information on rela- image, technical features, data description etc. are available
4. Virtual description tionships between the attributes, produc- sheet, security properties etc.) online
tion and production process-relevant
Digital contact to service and
relationships between Industrie 4.0 com- DM code leads directly to service
information for product support
ponents, formal description of relevant I M and offers information on spare
including spare part information
functions of the actual component and its parts
from the field possible
processes.
Digital description of the device
Definition still open (service system) T O Interfaces are described openly
interface available
Information such as states, error
5. I4.0 Services and General interface for loadable services
messages, warnings etc. availa- Data at the interface for all
states and for the reporting of states. Necessary
I O ble via OPC-UA information states are open and available
basic services which an I4.0 product must
model in accordance with an online
support.
industry standard
Basic standardised functions that run on First diagnosis and condition
T N Not defined
various products regardless of manufac- monitoring functions
turer and provide the same data in the
6. Standard functions same functions. They serve as the founda-
Also monitoring of the process
tion for the functionality on which all I N Not defined
with diagnosis output
manufacturers can build their own
enhancements.
A threat analysis was conducted.
Minimum requirements to ensure Appropriate security capabilities Documentation shows that no
T M
security functionality. were considered and publicly security capabilities exist
documented.
7. Security
The existing security capabilities
are documented. Documentation shows that no
I M
Suitably secure identities exist. security capabilities exist
Product characteristics for the criteria
L: Lifecycle with T: Type and I: Instance
C: Coverage with M: Mandatory, O: Optional, use-case-dependent, may be mandatory and N: Not relevant
Conclusion: The energy efficiency module therefore meets all stipulated product characteristics 2019.
The manufacturer has not given the product a special Industrie 4.0 logo.
4 Material number is used here as umbrella term for the type designation, manufacturer part number, order number, product classification etc.
5 A manufacturer-specific identification will probably be required as a rule for the above directly connected assets. ISO 29002-5 does not
currently provide for this.
6 This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, modules, machines or software.20 8. P R O D U C T E X A M P L E S
8.3 FDI-based software for device management
The Field Information Manager (FIM) is a software solution of the FIM enables online parameter configuration of
for field-device configuration and diagnostics on handheld HART devices. The handheld edition permits offline device
devices. FIM provides easy access to standardised device configuration, the use of templates and document genera-
parameters and helps people to work securely with tion. The Field Information Manager can be downloaded
different device types. It is based on FDI technology from: www.abb.com/fieldinfo
(www.fieldcommgroup.org). The DeviceWindow edition
Figure 6: Field Information Manager with HART modem and field device
Source: ABB
Table 5: Characteristics of the Field Information Manager
Field Information
Criteria Requirements L C Product characteristics 2018
Manager
For 1) material number4 (electronic) in
Cross-manufacturer identification of the T M www.abb.com/fieldinfo
accordance with ISO 29002-55 or URI
asset with unique identifier (ID) attached
For 2) serial number or unique ID
to the product6, electronically readable.
For 3) manufacturer + serial number or
Identification in:
1. Identification unique ID Every installed version
1) Development
I M With 2) and 3) electronically readable, of the FIM has a unique
2) Goods transport (logistics), production
for physical products via 2D code or RFID “machine ID”
3) Sales, service, marketing
For 4) participant identification via IP
4) Network
network
Manufacturer makes data available/
Transfer of product data and data files for accessible online. The data should be rel-
Product data available
interpretation or simulation, for example; T M evant to customers and available/acces-
online
product data in standardised form sible with the assistance of identification,
e. g. pdf via http(s) and URI
2. I4.0 communication
Administration shell of the product6 can
Product6 can be addressed via the net- be addressed (at any time) with the assis- Device data can be
work, supplies and accepts data, Plug & I M tance of the identification online via TCP/ requested with OPC-UA
Produce via I4.0-compliant services. UDP&IP with at least the information clients (planned)
model from OPC-UA
Standardised data in the form of features For 2) catalogue data can be accessed Product guide available
with cross-manufacturer unique identifi- T M
online in an open standard online online
cation and syntax for:
1) Commercial data
2) Catalogue data
3. I4.0 semantics For 2) and 5) catalogue data and data on
3) Technical data: mechanics, electronics, Version number is avail-
functionality, location, performance I M the lifecycle of the product instance can
able in the software
4) Dynamic data be accessed online
5) Data on the lifecycle of the product
instance
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