ISA Expo 2006

SP100 Overview
October 17, 2006
Houston, TX
Standards Presented by: Dick Caro Dick@CMC.us
Certification
Education & Training
CMC Associates, Acton, MA http://CMC.us
Publishing
Conferences & Exhibits Paul Sereiko KAPM Strategic Management
President http://www.kapmgroup.com
 Industrial Wireless
SP100 Overview
The “Use Case” Model
So Much Wireless… Why a new standard?
Challenges of Industrial Wireless

• RF communication links vary in time/space

– Reflection
– Absorption
– Moving equipment
– Environmental conditions
– Machines turning on/off
• RF Interference
– Known interferers in the ISM bands
– Unknown interferers

 Industrial sites have all of these challenges in

spades!!
Spatial Effect of Multipath
Frequency Dependent Fading and
Interference

From: Werb et al., “Improved Quality of Service in IEEE 802.15.4

Networks”, Intl. Wkshp. On Wireless and Industrial Automation, San
Francisco, March 7, 2005.
Time Based Variations
Here’s
another
Example
Challenges of Industrial Applications

• Consequences of failure are serious

– Must be reliable
– Must be secure
• Unpredictable placement and spacing
– Not a regular grid like a building
– May be dense or sparse (or both in the same facility)
• Must operate for the life of the instrument
– 10’s of years, not 10’s of months
– Reliable over the long haul, not just the first year
– Low power to allow for battery-powered devices

 And many more….

Why a new standard?

• Industrial markets and applications have very strict

reliability and security requirements

• Current standards do not meet these requirements

• Standard must encompass all technology layers to

enable seamless interoperability with legacy systems
 Industrial Wireless
SP100 Overview
The “Use Case” Model
SP100 Scope

• The ISA-SP100 Committee will establish standards,

recommended practices, technical reports, and related
information that will define procedures for implementing
wireless systems in the automation and control environment
with a focus on the field level (Level 0)

• Guidance is directed towards those responsible for the

complete life cycle including the designing, implementing, on-
going maintenance, scalability or managing manufacturing
and control systems, and shall apply to users, system
integrators, practitioners, and control systems manufacturers
and vendors

- Excerpt from SP100 Charter Authorization Documents

SP100 Membership (as of 3/06)

3e Technologies International EPRI Charlotte Phoenix Contact

Adalet Wireless ESAII-UPC Proto-Power
Adaptive Instruments ESensors ProSoft Technology
Advanced Industrial Networks Exxon/Mobil Putnam Media
Apprion Frontline Test Equipment Rice Lake Weighing Systems
ARC Advisory Group GE Global Research Rockwell Automation Global
Argonne National Laboratory General Monitors Rosemount
Aujas Systems Honeywell Safety Control Solutions
Automation Electronics IoSelect Saudi Aramco
Automation World Invensys Schneider Electric
Bayer Kinney Consulting Sensicast Systems
Boeing Lyondell Equistar Chemicals Shell Global Solutions
BP America Oak Ridge National Labs Shindengen America
Cambridge Silicon Radio Omnex Controls SMAR International
Chevron MaCT USA Smart Sensor Systems
CMC Associates Michigan Technological University StatSignal Systems
Compressor Controls Motorola Syncrude Canada
Crossbow Technology NIST UniTorq Actuators
Dust Networks NuFlo Measurement Systems University of Alabama
Eaton Occidental Petroleum Qatar Wunderlich-Malec Engineering
ELPRO Technologies Oceana Sensor Yokogawa Electric
Emerson Process Management OPTI Canada Zone Automation
Endress+Hauser Parsons Brinckerhoff

Currently over 200 members

SP100 Organization Structure as of July 06
How work gets done

• Each work group conducts regular teleconferences and

face-to-face meetings as needed.
• Groups are made up of OEMs, suppliers and end users.
• The full SP100 committee meets 4 times a year for 3-4
days.
• Electronic tools such as the SP100 website, an FTP site
and a Microsoft Sharepoint server are used to coordinate
work and deliverables.
• All documents released by the committee are vetted
through a balloting process.
How work products are organized

• Categorized by ‘usage class’

• Categorized by layer in the OSI stack model
• Categorized by document type
 SP100 Usage Classes

Safety Class 0 : Emergency action (always critical)

message timeliness increases

Class 1: Closed loop regulatory control (often critical)

Class 2: Closed loop supervisory control (usually non-critical)

Control

Importance of
Class 3: Open loop control (human in the loop)
NOTE: Batch levels* 3 & 4 could be class 2, class 1 or even class 0, depending on function
*Batch levels as defined by ISA S88; where L3 = "unit" and L4 = "process cell"

Class 4: Alerting
Short-term operational consequence (e.g., event-based maintenance)
Monitoring Class 5: Logging & downloading/uploading
No immediate operational consequence
(e.g., history collection, SOE, preventive maintenance)
 OSI Technology Layers

Layer 7 = Application

Layer 6 = Presentation

Layer 5 = Session

Layer 4 = Transport

Layer 3 = Network

Layer 2 = Link

Layer 1 = Physical

Layers follow accepted conventions.

Documents spanning multiple layers are numbered at the highest layer.
EX: SP100.5.2 could be prescribe a single standard spanning the physical and link layer
of class 5 applications
SP100 Work Product Structure

A Matrix Approach

User Application - class

X axis
Technology 5 4 3 2 1 0
Layers
7
6
5
4 SP100.14 SP100.11
3
2
1
Y-Axis
Document Reference Scheme:
SP100.x.y
Each “Cell” Will Contain

Prescriptive Descriptive Informational

Documents Documents Documents

“Must Do” “Should Do” Educational

SP100 Schedule

CY 2006 CY 2007 CY 2008

Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Use Case Generation

Call For Proposals

Proposals Submitted

Selection of Baseline Technology

Specification Written

Edits and Comments

Submission to ISA

Products Available
 Industrial Wireless
SP100 Overview
The “Use Case” Model
SP100 Standard Development Is A User
Focused Process

• Users participate in the committee

• Numerous user surveys have been and are being
commissioned
• The “Use Case Process” is one of our valuable tools for
soliciting user information
 Use Case Structure

• Site Description: Where wireless is to be deployed

– Oil refinery
– Food processing plant
– Paper mill
– Train car
– Etc…
• Application: What a wireless solution accomplishes
– Tank level monitoring
– Perimeter security monitoring
– Etc…
• Tasks: How individual tasks are accomplished and required type and
quality of service
– Periodic reporting of monitored values
– Alerting and alarming
– Device installation and commissioning
– Device diagnostics and maintenance
– Etc…
Current Use Case Completion Status
User Supplied (Sept ’06)
COMPLETED USE CASES--User Suppied Sunoco Oil Refinery
Hydro Quebec monitoring of transformer temperature for prediction Gas Transmission
maintenance and control Monitoring of alyk valve in refinery for maintenance-Chevron
Wind Turbine Farm-AEP--Wind Turbine Monitor Monitoring of well heads in offshore structure-Chevron
GM-Barcode and RFID reading.xls
Energy Waterford - Nuclear Power Personnel Monitor
GM-Bit-level switches.xls
RFID Video -- Coal Train Loading Application
GM-Bit-level switches & pressure sensors on robotics.xls
Martin Marietta -- Aggregates, granite quarry GM-Hand held portable electric torque wrench
Oil Field in West Texas--well head monitoring Water-Waste Water SCADA System
DuPont Memphis well water monitor SP100UseCaseGuide_RTM.xls
Cargill -- Food Ingredient Processing
Fertilizer Plant monitor and control catalyst converter bed
Shell--Gulf of Mexico Oil Platform
temperature
Bentley Oil Refinery -- Condition based maintenance Large Remote Multiple Well Site
Chicago Waste Water -- Aeration based valve contro
Nitrogen Production Plant -- equipment monitoring
Ormen Lange--greenfield gas production-condition monitoring Industry Mix
Honeywell/Saudi Aramco-Monitoring of Motors Oil – 11
Honeywell/Saudi Aramco-Tank Level Measurement Chemical – 3
Honeywell/Saudi Aramco-Vibration Monitoring Natural Gas – 2
Honeywell/Saudi Aramco -- H2S Sensing
Electric Power – 3
Wastewater – 2
Automotive – 4
Misc – 4
Total = 28
Use Cases Scheduled for Completion

Company • Shell Martinez Refinery

• SAIC • Pacific Gas & Electric
• County of Los Angeles • PSI Control Systems Inc
• City of Newark • Florida Power & Light
• Anheuser-Busch • Amgen
• Altech USA
• Jacobs Engineering • Omaha Public Power District
• DOW • Cook Pharmica LLC
• DOW • Immunicon
• Ingenius • Bristol-Myers Squibb
• Akerkvaerner • Amtek Meters & Controls
• Amgen
• TVO Systems • Southern Company
• ABB, Inc • Arizona Public Service Co
• 3M • Automated Control Concepts
• Boeing • Barry D. Payne & Associates
• BJ Baldwin Elecric, Inc
• Bechtel
• Air Products & Chemicals • BE & K
• American Electric Power • Bell Helicopter Co
• EPRI
• American Instrumentation Inc
• Entergy Operations
• Chevron
• Chevron, Richmond Refinery
• Chevron Energy Technology Co.
• City & County of San Francisco
• Santa Clara Valley Water District Total = 43
Use Case Completion Status
Vendor Supplied
COMPLETED USE CASES--Vendor Supplied

Control Loop in Reactor Recycle Tank

Abort Command

Automatic Triggering of Solenoid Valve to Verify SIS

SIS Abort Currently Running Diagnostics

Upload Configuration Data

Operator Performs Manual Partial Stroke Test by pushing PST Button

Trip a Safety Instrumented Valve/Solenoid on Emergency

Wireless Safety Link

Multivariable Supervisory Control

Operator Opens or Closes a Manual Valve Based on Tank Level

Operator Adjusts Valve Position for Determined Process Condition

Remote Control and Fast Alarming of Local Wired Loop

Wireless In-Situ Firmware Upload
HART Foundation
Use Case Template

Excel spreadsheet with three tabs, one for each component

How to Submit a Use Case

• Get us your name, number and email today and we will

pair you with an SP100 representative.
• Your representative will forward the use case template to
you and setup a one hour phone call to complete the
case.
• Subsequent use cases take less time as you will be
familiar with the template and questions.
• If your company/organization would like to submit
multiple use cases you may want to train yourself or a
colleague on the use case process.
Where does your use case go?

• Use cases will be submitted in raw form to the SP100.11

technical groups for inclusion in evaluation criteria and
requirements generation.
• ALL information in the use case is openly available to
SP100 members
• Periodic summaries and reports are compiled and
distributed to members
What Have We Learned from the Currently
Completed Use Cases?
Conclusions: Sites are Large

Facility Size (square meter, log scale)

31,100,000
18,000,000
1 Acre ~ 4,000 square meters

1,000,000
100,000,000

315,588
202,300
10,000,000

121,380
Wind Farm

61,576
52,500

56,644

56,644

56,644
40,460

40,460

40,460

1,000,000

100,000

10,000

1,000

100 Auto Plant

10 Size =
Small city
1
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Site Deployments are Generally Small
Relative to Facility Size (5%)

Site Deployment Area (meter2, Log)

100000000
10000000
1000000
100000
Deployment Area
10000
Facility Size
1000
100
10
1
1 3 5 7 9 11 13

Occasional full site

coverage is desired
Data Change Rates – Cluster around
Milliseconds, Seconds and Multiple Minutes

Data Change Rate

100000 10000 12000
5000 5000
10000 1800
900
500
300
1000 5000 5000 7500 3600
Seconds

100 10 300 450

5 5
10 1

1 5 5
2
0.1 1 21 3 4 5 6 7 8 91 1
10 11 12 13
0.005
0.01
0.001
0.001
Use Case Series1
Series2
And if you want to learn more ….

• PLEASE JOIN THE COMMITTEE AND VOLUNTEER

SOME TIME!

THANK YOU VERY

MUCH!