Open Process Automation

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1 7 Feb 2017 Open Process Automation Don Bartusiak Chief Engineer, Process Control ExxonMobil Research and Engineering

2 Outline Motivation and background Vision Plan and schedule Status Industry questions Summary

3 The Business Problem Internet Must replace obsolete Refining/Chemical DCS fleet Objectives: Level 4 Supply Chain Data Visualization Work Station (XME, GME) o o Lower replacement and lifecycle costs Greater value generation Level 3 Operations Management Remote Access R&D started in 2010 Level 2 DCS Supervisory Control Operator Station o o State-of-the-art DCSs do not satisfy objectives Root causes are both technical and commercial Level 1 Basic Control Alarm Safety System Bypass HMI PLC Vision: Standards-based, open, secure, interoperable process automation architecture o Commercially-available system o Ready for on-process use in

4 Background 2010: Began R&D for Control System Replacement Trends and influences: Avionics use of open systems; Future Airborne Capability Environment consortium (FACE TM ) Real-time virtualization and software-defined networking use in telecommunications IT/OT cybersecurity innovations IIoT, wireless, and cloud services drive expectations for change 2014: Developed Functional Characteristics to engage industry 2015: Contracted Lockheed Martin to define requirements and build prototype 2016: Formed the Open Process Automation TM Forum to develop standards 4

5 Vision (Open Process Automation TM Forum draft) A standards-based, open, secure, and interoperable process control architecture Best-in-class components; Timely, leading-edge performance Conformant components integrated for systems that are fit-for-purpose for end user s needs Adaptive intrinsic security Commercially available; Multiple industry sectors Protect suppliers intellectual property Portable end user software Simplify replacements; Reduce lifecycle cost Markets for suppliers and system integrators for components and services expanded Innovation and value creation 5

6 DCN DCN Vision: Reference Architecture (ExxonMobil) Real-Time OT Services Abnormal Event Detection Procedural Automation Advanced Control Process Optimization Manufacturing OT Data Center (L1 L3 Functions) Operations Platform App A App B High-Availability, Real-Time Advanced Computing Platform RTAC Platform Enterprise IT Data Centers (L4 Functions) Business Platform Transactional Computing Platform Transactional IT Services Planning & Scheduling Enterprise Data Analytics External Data Centers (L4 Functions) Cloud Services Predictive Maintenance Global Data Analytics Remote Operations Fleet Services Network Services Legacy Device/Network Gateway DCS PLC real-time service bus Analyzer Machinery Monitoring Wireless Gateway Safety Systems Electrical Systems Core Real-Time Functions Distributed Control Node (L1 L3 Functions) I/O Processing Regulatory Control Logic Solver Application Hosting Legend Existing New 6

7 Plan and Schedule Three tracks What Who 1.) Build proof-of-concept prototype (Lockheed Martin contract) RFI to suppliers Proof of concept prototype RFP to suppliers for prototype PoC delivered 2.) Establish standards (Open Process Automation TM Forum of The Open Group) Kickoff Launch at ARC Forum Business Guide OPA standard v1 Conformance certification program OPA standard v2 3.) Build commercial system instances Collaboration structures Kickoff Instance of system for onprocess use 7

8 Proof-of-concept Project with Lockheed Martin: Status Lockheed Martin contract announced 14 Jan 2016 Issued Request for Information to suppliers on Jan 26; Received 53 RFI responses in Feb Completed Scope of Work, Trade Studies, System Requirements v1, and commercial agreements Issued Request For Proposal to 82 suppliers and system integrators on Dec 22; RFP responses due 13 Feb 2017 Proof-of-concept prototype to be delivered by 4Q17 8

9 Open Process Automation TM Forum of The Open Group: Status Collaboration of end users, suppliers, and system integrators to define business framework, select standards, and define conformance certification of open system components Opened for business in Sep 2016; Held inaugural meeting of members on Nov 16-17; 57 attendees from 30 member companies Member organizations as of 20 Jan

10 Open Process Automation TM Forum: Organization (Dec 2016) 10

11 Industry Questions 1. Schedule for Lockheed Martin RFP 2. ExxonMobil is the only driver for change 3. Accountability for open control system performance 4. Impact on suppliers business 11

12 Industry Question #2: ExxonMobil is the only driver Namur Klettner, C., Tauchnitz, T. (2016). Namur Open Architecture vorgestellt. Electrotechnik & Automation. Otten, W., Tauchnitz, T., Steckenreiter, T., et al. (2016). Namur presents future automation structures. Chemie Technik. Saudi Aramco Sait, S.M., Al-Hashim, G.A. (2016). Novel Design of Collaborative Automation Platform Using Real-time Data Distribution Service Middleware For An Optimum Process Automation Environment. Journal of Circuits, Systems, and Computers. 8 other end users in OPA Forum 12

13 Industry Question #3: Accountability for system performance Experience of aerospace industry -- avionics Aircraft built by 5-level business ecosystem FACE TM delivering safe, reliable avionics systems at lower cost and faster technology insertion Well-established procurement method (DoD. (2013). Open Systems Architecture Contract Guidelines for Program Managers v.1.1) 5 of Top 50 U.S. Federal System Integrators (FCW) are members of OPA Forum Prime contractor System suppliers Equipment suppliers Component suppliers Material suppliers Experience of Control Systems Integrator Association System integrators implement DCS projects as well as PLC/SCADA ExxonMobil s experiences with system integrators on control system projects have been favorable CSIA founded in 1994; 500 member companies 13

14 Industry Question #4: Impact on suppliers business Forces of change Technology Shocks (e.g. cybersecurity threats) Standards Regulations Externalities Market-related As-is To-be New entrants Substitutes Customers Reduce systemic costs Increase margins by specializing on differentiating advantages Increase revenue by expanding market 14

15 Summary End users, Join the Open Process Automation TM Forum and participate actively! 15

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