Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed - Industrial Internet Consortium
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Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed Interviewee: Dr. Kym Watson Principal Scientist Deputy Head of Department Information Management and Production Control Fraunhofer IOSB Fraunhofer IOSB is a member of the "Fraunhofer Center for Machine Learning" kym.watson@iosb.fraunhofer.de Interviewer: Joseph Fontaine VP Testbed Programs Industrial Internet Consortium fontaine@iiconsortium.org IIC Journal of Innovation -1-
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed INTRODUCTION In order to extend the usefulness of the published Testbeds in the Testbed Program of the Industrial Internet Consortium (IIC), the Testbed Working Group has developed an initiative to interview the contributors of selected testbeds to showcase more insights about the testbed, including the lessons learned through the testbed development process. This initiative enables the IIC to share more insights and inspire more members to engage in the Testbed Program. This article highlights the Smart Factory Web Testbed. The information and insights described in the following article were captured through an interview conducted by Mr. Joseph Fontaine, Vice President of Testbed Programs at IIC, with Dr. Kym Watson, Principal Scientist and Deputy Head of Department Information Management and Production Control at Fraunhofer IOSB. Kym is an active member in the IIC where he has been serving as co-lead of the Smart Factory Web Testbed and is a key contributor to the Testbed Working Group. Kym co-chairs the IIC Distributed Data and Interoperability Management Task Group. In May 2018, Kym was recognized by his peers and bestowed the IIC Testbed Award for his leadership and contribution to the Smart Factory Web Testbed. His nomination indicated the importance of improving manufacturing order fulfillment and cited Kym’s technical expertise, support and advancement of the smart manufacturing activities within the IIC. SMART FACTORY WEB TESTBED – FROM CONCEPT TO REALITY The Smart Factory Web Testbed aims to set This requires up-to-date information about up a web-based platform to allow factories the capabilities and status of assets in the to offer production capabilities and share factory. The characteristics of the resources to improve order fulfillment in a products—availability, quality, price and so much more flexible way than is currently on—provides a basis for possible negotiation possible with available technology. It seeks between competing offers. to provide the technical basis for new For this application to work, international business models, especially for small lot standards such as OPC Unified Architecture sizes, with flexible assignment of production (OPC UA) and AutomationML are needed to resources across factory locations. This link factories into the Smart Factory Web in testbed is designed, in particular, to be a order to provide information about the step towards establishing a marketplace for factories in a standardized way. This manufacturing where one can look for innovation enables production facilities to factories with specific capabilities and assets offer their services in a global market to meet production requirements. Factories business and adapt their production in a very offering those capabilities can then register efficient way. The Smart Factory Web to be located and participate in the Testbed enables cross-site usage scenarios marketplace. with secure Plug & Work functions and data -2- March 2019
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed analytics. It reduces Information Technology to describe the capabilities of factory assets (IT) system integration and installation costs, in a standardized way, to find assets with the allowing for faster engineering and ramp-up necessary capabilities and to access status time of components, machines, plants and IT data about these assets so that they may be systems—improving upon the utilization of included in the overall order management. equipment, as well. The core functionality is Figure 1: Smart Factory Web as a Marketplace for Manufacturing & Work assets in a factory, flexible The Testbed is directed mainly towards engineering, configuration of factory small-lot size environments rather than large integration into Smart Factory Web and the manufacturers because companies working Microsoft© Azure® platform, and the with larger line orders usually have their own description of assets in AutomationML. supply chain management system and do not need to be as flexible and responsive due The Testbed’s primary use cases involve to the size of the orders. For smaller scale manufacturers who seek to find a factory to production, there are many more examples produce certain parts. The manufacturer of where a moderate or smaller number of a accesses the Smart Factory Web to find a particular part is to be produced, and factory with the right capabilities, and a machine capabilities need to be configured potential target factory is identified. After for this particular order. negotiating with the target factory about delivery route, schedules, price and so on, an To accomplish its goal, there are several order can be placed. The target factory may areas of experimentation in the Smart need to adapt its production to meet the Factory Web Testbed, including the requested product specifications, and it engineering of automation systems for Plug IIC Journal of Innovation -3-
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed wants to do this as efficiently as possible. but they are not part of experimentation in Once the production order is finished, the this testbed. A proof-of-concept factory provides the finished or partial implementation in the Smart Factory Web product to the original manufacturer or to Testbed will handle the ordering workflows another element in the overall supply chain. and modeling of supply chains. The proposed IIC testbed “Negotiation This usage scenario, Order Driven Adaptive Automation Platform” led by NEC© will Production, is a combination of the extend the concepts of the Smart Factory application scenarios “order controlled Web and take up this sub-scenario. production” and “adaptable factory” as defined by Plattform Industrie 4.0 (PI4.0)1. In Sub-Scenario 1.4 Adapt: Adapting the further detail, this scenario is split into the Factory Production following sub-scenarios: Realized in Phase 2: “Plug & Work” to flexibly Sub-Scenario 1.1 Publish: Registration of and efficiently adapt a production facility to Smart Factories meet order requirements. Realized in Phase 1: “Geospatial Mapping Sub-Scenario 1.5 Bind: Smart Factory Web and Factory Information” with the help of Asset Connectivity and Monitoring AutomationML to describe factory Realized in Phase 3: “Data & Service capabilities and assets. Integration” to provide current information Sub-scenario 1.2 Find: Discovering Smart on product and asset status (including Factories availability of free capacity) for exploitation in the Smart Factory Web, especially to Realized in Phase 1: “Geospatial Mapping support the discovery process and linking of and Factory Information” to find smart supply chains through secure data exchange. factories registered in the Smart Factory The Smart Factory Web information model Web with the desired capabilities best will be updated dynamically. matching the order requirements. Sub-Scenario 1.6 Collaborate: Sub-scenario 1.3 Order: Management and Collaborative Engineering Execution of Orders in Smart Factory Web To be realized in Phase 4: “Collaboration” to The workflows to broker, orchestrate and enhance the efficient adaptation of factory process production orders in the Smart production with shared engineering Factory Web constitute this sub-scenario, workflows and software Plug & Work. 11https://www.plattform-i40.de/I40/Redaktion/EN/Downloads/Publikation/aspects-of-the-research- roadmap.pdf?__blob=publicationFile&v=10 -4- March 2019
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed Figure 2: Phases of the Smart Factory Web Testbed its information model as interfaces. That There are three primary technologies asset must then be integrated into the involved in the testbed. The first is the OPC information flow of a factory, the Smart UA, used to implement data communication Factory Web, and potentially cloud between factories in the Smart Factory Web. platforms such as Microsoft Azure. The Second, the standard AutomationML is used testbed’s core challenge lies in the software to describe the necessary information engineering processes, in an effort to make models—the semantics of the data transport a factory adaptable. Other considerations from the factory to the Smart Factory Web. include the electrical and mechanical The other fundamental technology is the interchangeability of a new device. Smart Factory Web portal, a web-based information management system and The testbed is deployed in model factories application development environment located in Karlsruhe and Lemgo, Germany which provides full support for access rights, and Ansan and Pangyo, South Korea. The work flows and ontology-based information model factories in Germany are operated by models. Fraunhofer IOSB and those in South Korea by the Korea Electronics Technology Institute The primary experimentation for the testbed (KETI). The two factories in Karlsruhe and is working out an effective way of describing Pangyo deal with handling, filling and assets and capabilities and developing very transport. Both factories involve filling small efficient ways of achieving the overall bottles with either pellets or fluid, software engineering where a new asset can transporting these bottles with a small be introduced. An asset can be described in conveyor belt, and emptying the bottles— terms of its capabilities but also in terms of IIC Journal of Innovation -5-
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed with a few quality inspections. The Karlsruhe by providing feedback to the relevant factory will look at implementing the (PI4.0) standards bodies—OPC UA, AutomationML, Asset Administration Shell for a number of and also standards work within the IIC and assets in the next few months to validate the PI4.0. While other organizations are working concepts of PI4.0. The model factory in in the area of asset administration, the Lemgo in northern Germany also involves Smart Factory Web Testbed strives to play a handling and filling but on a larger scale forerunner role in this area by tackling the including assembly within a versatile whole combination of technologies production facility. involved. Ansan’s model factory is a large facility with real production equipment to accomplish TESTBED PLANNING tasks including the visual inspection of The IIC ecosystem has played a significant pistons from a local vehicle manufacturer’s role in the planning of the testbed. Regular factory. The model factory in Ansan features presentations of the Smart Factory Web a fully implemented digital twin of the Testbed and resulting discussions with IIC manufacturer’s production. There is a real members at quarterly meetings and special production line where various parts are IIC events were important mechanisms transported and inspected. A floor which allowed for continuous discussions simulation model of the robot motions of and constructive feedback about the the conveyor belt show how the engineering Testbed’s purpose and function. process is actually conducted. Therefore, if a Participating in the IIC Member Pavilion at change to the line would be needed, it can events such as IoT Solutions World Congress be done in the simulation environment (the in Barcelona and Hannover Messe has led to digital twin) before going live, which would high visibility of Testbed activities and a otherwise be a high risk. The Smart Factory better understanding of the requirements Web Testbed strives to work closely with and potential applications. manufacturing and automation companies and eventually transfer its technology into In establishing alliances for various real productive environments. extensions to the Smart Factory Web Testbed, the IIC ecosystem played an To date, the main deliverables of the testbed instrumental role. The IIC’s collaboration are documents describing the key concepts, with PI4.0 is enabling the realization of the standards application and implementation I4.0 component concept for selected assets architecture of the Smart Factory Web. in the Smart Factory Web Testbed. An I4.0 These concepts can then be adapted and component comprises an Asset adopted for use by a company. Another Administration Shell (a digital planned output of the testbed is the representation) and the respective asset. experience of how to describe asset Working with IIC member, Microsoft, the capabilities, efficiently integrating assets integration of factories into the Microsoft into an overall software architecture. Azure platform led to visualizing factory Additionally, the testbed is driving standards -6- March 2019
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed process data. A new IIC testbed for the security, including the application of OPC UA brokering of production and logistic services and AutomationML standards. was proposed in conjunction with IIC In choosing partners, it was important that member NEC’s, the Negotiation Automation the prospective organization was a leading Platform. An alliance with IIC liaison, innovator in IIoT in the manufacturing International Data Spaces Association domain and a strong promoter of open (IDSA), brought the implementation of an standards. In addition, expertise with the IDS connector for trustworthy data exchange standards used in the Testbed was required between factories and the Smart Factory to participate. Web portal. Furthermore, the IIC ecosystem fostered collaboration between PI4.0 and the IIC, facilitated the international IIC INTERACTIONS dissemination of the benefits of standards in The 3-tier architecture of the Industrial a testbed, and promoted work on the Internet Reference Architecture (IIRA) was description of assets of IIC members. applied in two places within the testbed: 1) There have also been benefits for the in each model factory and 2) in the Smart companies operating the model factories— Factory Web with gateways to the factories Fraunhofer IOSB and KETI. Both in the edge tier. The testbed has also organizations perform applied research and adopted the general terminology used in the development for industry. Through the IIRA, a crucial step to facilitate clear Smart Factory Web Testbed, they aim to messaging to the rest of the industry. improve and better market their own The activities of the Smart Factory Web offerings in the field of IIoT and automation. Testbed have contributed to several aspects In addition, the Smart Factory Web Testbed of the IIC. The Smart Factory Web Testbed is is a showcase for products and technologies a candidate vehicle for an IIC-PI4.0 of participating companies, enhancing their collaboration aiming to trial the PI4.0 market opportunities. The network of specification Details of the Asset companies taking part will form an Administration Shell which defines how data ‘innovation community’ supported by KETI exchange shall happen between Industrie and Fraunhofer IOSB to identify and fill 4.0 components based upon international technology gaps by linking the knowledge standards. In addition, Fraunhofer IOSB is and requirements of users, companies and using testbed results and its own experience research organizations. KETI and Fraunhofer to contribute to the whitepaper “Digital IOSB advise companies on technology Twin and Asset Administration Shell, assessment and development of technology Concepts and Application”, of the IIC-PI4.0 roadmaps. Furthermore, the Smart Factory Joint Task Group. The IIC DDIM TG Web Testbed has been integrated into (Distributed Data Interoperability and training programs offered by Fraunhofer Mananagement Task Group) is working on a IOSB and KETI on industrial automation and whitepaper to be published in 2019 dealing with IoT information models for semantic IIC Journal of Innovation -7-
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed interoperability and the characteristics of within a factory, between different factories these models with the aim of proposing a and between the factory and the Smart meta-model. The information models and Factory Web Testbed. The standards work in standards used in the Smart Factory Web OPC UA is supported by the Open Source Testbed have been contributions to the project open62541 where Fraunhofer IOSB DDIM TG work. NEC submitted a research has made major contributions, see and development proposal related to the https://open62541.org . KETI will also be Smart Factory Web Testbed for the Japanese contributing to open62541 in 2019. In government which has been accepted. As addition, Fraunhofer IOSB has developed the part of this large national project, NEC has Fraunhofer Open Source SensorThings API proposed the IIC testbed Negotiation Server (FROST). Both open62541 and FROST Automation Platform which extends the are deployed in the testbed, and these Open concepts of the Smart Factory Web Testbed Source projects contribute to the maturity platform and includes information models to and onward development of the respective describe assets and supply chains as well as standards. AI methods for negotiation. The work of IEC 62714 standard AutomationML is used to Fraunhofer IOSB will be carried out within describe the semantics of the data, which the Fraunhofer Cluster of Excellence data will be integrated into the Smart “Cognitive Internet Technologies”. Factory Web, and how that data is going to Standards be visualized. The Smart Factory Web Testbed uses AutomationML to provide the The Smart Factory Web Testbed employs a basis for the automatic generation of OPC plethora of noteworthy standards. When UA servers, following the standard possible adaptions to a standard are Companion Specification OPC UA for identified, the testbed reports to the AutomationML. Experience gained in the relevant standards body. This report may Smart Factory Web Testbed is fed back into involve submitting a change request or the onward development of the Companion undertaking an accommodating process, Specification. depending on the standards organization. Regarding Open Source projects for One recent activity involved implementing example, the Open Source communities can OPC UA over an OPC UA publisher subscriber process comments submitted and (pub sub) and running it over a Time incorporate changes into the latest releases Sensitive Network (TSN). The OPC UA pub of the software. The Smart Factory Web sub is a relatively new aspect of OPC UA, and Testbed supports standards with Open this implementation executed in conjunction Source Development as a way of trialing a with an IIC member helped to mature the standard and receiving practical feedback specification of this OPC UA pub sub. about the specification. Certain areas of relevant standardization are IEC 62541 standard OPC UA is used for the not yet fleshed out in the industry but are data transfer between automation devices needed to fulfill the overall use cases, such -8- March 2019
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed as the area of geospatial data, e.g., to describe reference architectures for service consider environmental aspects as part of a architectures. smart factory. The Open Geospatial More work is also needed in the Consortium has standards in this area, but specification of the Asset Administration they are not yet fully integrated into the Shell from PI4.0, a digital representation of standards typically used in the an asset by which modular and manufacturing automation domains, i.e., interoperable digital twins may be built OPC UA and AutomationML. Another gap according to the Industrie 4.0 concepts. The lies in the information models available for Smart Factory Web Testbed hopes to IIoT. While there is progress in the provide support to this standardization companion standards being worked on for work. Additionally, semantic descriptions of OPC UA, the development process is asset capabilities are an important aspect of ongoing. standardization still needed in the industry, A standard of Open Geospatial Consortium but there is further work to be done in this called SensorThings API is becoming popular area. in the IIoT domain: The Smart Factory Web Testbed uses this standard to easily TESTBED RESULTS integrate additional sources of data, particularly sensor data, into a Factory Web. There are four phases in the Smart Factory The oneM2M standard is being used by KETI, Web Testbed: though it is not central for the overall Smart Phase 1: Geospatial Mapping and Factory Web concept. This standard can be Factory Information added into the Smart Factory Web if devices Phase 2: Plug & Work within factories support oneM2m. There are Phase 3: Data & Service Integration standards used from the PI4.0 area which Phase 4: Collaboration Figure 3: Timeline of the Smart Factory Web Testbed IIC Journal of Innovation -9-
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed engineering phase is ongoing—intensifying The Testbed’s architecture and experiences the work on the Asset Administration Shell, gained in the testbed over all phases will be on the extension of the Smart Factory Web documented in a technical design report to platform for other testbeds, and for the be published as a whitepaper in 2019. The work with IDSA. Testbed team plans to extend the report to describe the work being done in the Digital The technical report highlights the Twin/PI4.0 Component Testbed, a project description of assets in AutomationML, under the IIC-PI4.0 Joint Task Group and on covering: the IDS connector. Their capabilities based on an Functionally, the first three phases have ontology (to discover and integrate been completed up through the Data & them as resources in a factory or Service Integration. Phase 4 involves the supply chain), collaborative software engineering of these The definition of data to be sent to systems. There will be more work on the Smart Factory Web and Microsoft overall system architecture to include new Azure through OPC UA or developments with the Asset Administration SensorThings API utilizing the Shell, as well as extensions of the Smart automatic generation of OPC UA Factory Web Testbed to support the aggregation and FROST servers and Negotiation Automation Platform from NEC. The visualization of asset data in Though this work has started, the Smart Factory Web and Microsoft specifications are still a work in progress. Azure. Currently, the collaborative software Figure 4: 3 Tier Architecture for Factory Integration. Abbreviations AML: AutomationML, CEP: Complex Event Processing, OGC: Open Geospatial Consortium, FROST: Fraunhofer Open Source SensorThings API Server - 10 - March 2019
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed knowledge to KETI, who are now conducting The results of Phase 3 are also summarized similar training sessions for Korean in the paper Cloud-based Plug and Work companies. Another example of customer Architecture of IIC Testbed Smart Factory engagement is consultancy work on how to Web from the 2019 IEEE 23rd International design factories of the future and how to set Conference on Emerging Technologies and them up to include new emerging Factory Automation (EFTA)2. technologies. Because the focus for Phase 4 is on This area represents a challenge because collaborating to achieve the necessary there are so many new technologies arising, software engineering to integrate factories and it is difficult for anyone to assess together, the engineers of the various whether these technologies will have a real factories and assets in the factories are impact and can be relied upon for the next needed to provide data and semantics of fifteen years. In addition, the testbed must their assets in a way that can be integrated be able to transfer these technologies to into a cloud—Smart Factory Web or Azure. client applications, help set up the necessary There has been a notable level of interest in software environments and concepts, and the Smart Factory Web Testbed coming from take a multitude of steps to implement the the industry, resulting in several types of Smart Factory Web or aspects of the Smart customer engagement. Fraunhofer is Factory Web in the clients’ own workflows. currently working to form advanced, It is crucial to increase the level of leading-edge models and move them into understanding and skills about certain the industry. To enable this entrance into the technologies—trust in those technologies field, the Smart Factory Web Testbed has needs to be established so that there is a had ongoing discussions with industrial sufficient level of proven experimentation companies to transfer research and and best practices on how to apply the development results from the experimental technologies. This level of trust is necessary environment. This would entail setting up a before using these technologies in critical type of Smart Factory Web for the manufacturing applications where large production environment. production costs, and employee well-being, is at stake. In addition, Fraunhofer is transferring general knowledge and training as part of its One of the major lessons learned from the mission, and the Testbed has already Testbed is that open interfaces based on conducted a number of training exercises on standards are essential to realizing a system OPC UA and AutomationML for the industry. architecture that can be adapted to changing The Testbed has also transferred this requirements and technologies with a 22Heymann, S.; Stojanovic, L.; Watson, K.; Nam, S.; Song, B.; Gschossmann, H.; Schriegel, S.: "Cloud-based Plug and Work architecture of IIC Testbed Smart Factory Web". Proceedings of 2018 IEEE 23rd International Conference on Emerging Technologies and Factory Automation (ETFA), Torino, Italy, September 4th to 7th, 2018 IIC Journal of Innovation - 11 -
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed reasonable effort. The new version of the demonstrate new technologies as technical design report will contain best easily as possible. practices and how to set up the overall 3) Ensure that there are sufficient system architecture. It will be a blueprint accompanying projects to maintain comprised of advice on how to accomplish synergy, funding and stakeholder this integration in a sustainable way. commitment—this will bring the testbed from concept to reality and EXPERIENCE help maintain it over a period of several years. The Smart Factory Web Testbed derives different forms of business value from CLOSING participating in the IIC Testbed Program. The testbed has been able to procure new Having been through this testbed process projects in the IIoT domain based on the and coming to the end of Phase 4, the Smart experiences gained, as well as the marketing Factory Web Testbed team finds that they support given by the IIC. Visibility and the did not encounter many major surprises in number of clients in major IIC regions— the technical area, but were surprised by Europe, North America and Asia—have their findings in the area of marketing. The noticeably grown. From the perspective of level of interest in Smart Factory Web for the IIC member companies, it is hoped that various application scenarios involving cross- there will be value for new clients to be able facility collaboration is much more prolific to apply some of the key technologies from than originally expected. There are many the testbed more efficiently and with a different ideas and opportunities to higher degree of confidence. transport these ideas to different applications, especially where some form of The Smart Factory Web Testbed would offer cross-organization or cross-facility three pieces of advice to other testbeds and collaboration is needed. companies considering an IIoT implementation: The Smart Factory Web Testbed embraces the spirit of why the IIC offers its testbed 1) Follow open standards as far as program. The level of effort put into the possible—this is a prerequisite to the Testbed correlates with the high level of second piece of advice. output and discovery, and the Testbed 2) Develop a sustainable, robust and continues to be a model example of flexible implementation architecture innovation in the IIoT domain. where one can make adaptations and - 12 - March 2019
Outcomes, Insights and Best Practices from IIC Testbeds: Smart Factory Web Testbed Return to IIC Journal of Innovation landing page for more articles and past editions The views expressed in the IIC Journal of Innovation are the contributing authors’ views and do not necessarily represent the views of their respective employers nor those of the Industrial Internet Consortium. © 2019 The Industrial Internet Consortium and OpenFog logos are registered trademarks of Object Management Group®. Other logos, products and company names referenced in this publication are property of their respective companies. IIC Journal of Innovation - 13 -
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