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GB/T 34044.1-2019Automation systems and integration -- Key performance indicators (KPIs) for manufacturing operations management -- Part 1: Overview, concepts and terminology (English PDF)

自动化系统与集成 制造运行管理的关键性能指标 第1部分:总述、概念和术语

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Issued by

State Administration for Market Regulation, China National Standardization Administration

Level / Type

National · Recommended

Issue date

August 30, 2019

Implementation date

March 1, 2020

Scope

GB/T 34044.1-2019 is the English-translated version of 自动化系统与集成 制造运行管理的关键性能指标 第1部分:总述、概念和术语.

GB/T 34044.1-2019 is the Chinese standard "Automation systems and integration -- Key performance indicators (KPIs) for manufacturing operations management -- Part 1: Overview, concepts and terminology".

Its scope clause reads: This part of GB/T 34044 specifies an industry-neutral framework for defining, organizing, exchanging and using key performance indicators (KPIs).

These KPIs are used at the manufacturing operations management level of the batch, continuous and discrete industries as defined in IEC 62264-1.

This part: - provides an overview of KPIs; - introduces the concepts related to KPIs, including the criteria for constructing a KPI; - specifies the terminology related to KPIs; - describes how KPIs are used.

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Document preview — GB/T 34044.1-2019

National Standard of the People's Republic of China

ICS
25.040.01
Classification
N 10

Issued by: State Administration for Market Regulation, China National Standardization Administration

Contents

  • Foreword
  • Introduction
  • 1 Scope
  • 2 Terms and definitions
  • 3 Abbreviated terms
  • 4 KPI concept
  • 5 Definition and description
  • 6 Exchange and use
  • 7 Relationships and dependencies
  • Annex A (informative) KPIs in manufacturing operations management
  • Bibliography

Foreword

GB/T 34044 Automation systems and integration - Key performance indicators (KPIs) for manufacturing operations management is divided into the following parts:

- Part 1: Overview, concepts and terminology;

- Part 2: Definitions and descriptions;

- Part 3: Interaction and use;

- Part 4: Relationships and dependencies.

This part is Part 1 of GB/T 34044.

This part was drafted in accordance with the rules given in GB/T 1.1-2009.

This part is identical to ISO 22400-1:2014 Automation systems and integration - Key performance indicators (KPIs) for manufacturing operations management - Part 1: Overview, concepts and terminology, by the translation method.

The following editorial change has been made in this part:

- the numbering error in Clause 2 of the original international standard has been corrected from '2.1.1 to 2.1.9' to '2.1 to 2.9'.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. The issuing body of this document shall not be held responsible for identifying such patent rights.

This part was proposed by the China Machinery Industry Federation.

This part is under the jurisdiction of the National Technical Committee on Automation Systems and Integration of Standardization Administration of China (SAC/TC 159).

Drafting organizations of this part: Institute of Intelligent Systems and Control of Zhejiang University, Beijing Research Institute of Automation for Machinery Industry Co., Ltd., Zhejiang Zhongzhida Technology Co., Ltd., Ningbo Institute of Technology of Zhejiang University, and Shenzhen Polytechnic.

Introduction

Key performance indicators (KPIs) for manufacturing operations management (MOM) can be used to improve the value creation processes of an enterprise.

Enterprises quantify the various aspects of their activities by measuring performance. GB/T 34044 focuses on the performance measures that are valuable for improving operational performance. These performance measures can be obtained by combining various business measurement results to form key performance indicators (abbreviated as KPIs). Performance monitoring is directed only at the objectives determined by the enterprise, and KPI values can be used to determine trends related to certain business objectives.

Within an enterprise, the various business areas, such as sales, manufacturing, engineering, marketing and other business support functions, have different performance indicators. These different performance indicators are used together to monitor the achievement of the business objectives of the enterprise.

A national standard for key performance indicators facilitates the comparison of the operations of an enterprise over long periods of time, and the comparison with similar operations of other enterprises in the industry.

The management of manufacturing operations is usually associated with the intermediate levels of the functional hierarchy of a manufacturing enterprise. In IEC 62264-1 Enterprise-control system integration - Part 1: Models and terminology, the manufacturing operations management (abbreviated as MOM) domain is the intermediate domain between the enterprise domain (Level 4) and the control domain (Level 1 and Level 2).

The KPIs defined in this part are calculated from the data of the control domain and provide decision support information for managing the enterprise to the enterprise domain and the MOM domain.

Part 1 of GB/T 34044 introduces the overview, concepts and terminology of KPIs. Part 2 covers the guiding principles for calculating and measuring KPI components. The other parts of GB/T 34044 will cover the content and context definitions for the exchange and use of KPIs, the specification of relationships, the dependencies between KPIs, and the maturity of KPI collection and use.

1 Scope

This part of GB/T 34044 specifies an industry-neutral framework for defining, organizing, exchanging and using key performance indicators (KPIs). These KPIs are used at the manufacturing operations management level of the batch, continuous and discrete industries as defined in IEC 62264-1.

This part:

- provides an overview of KPIs;

- introduces the concepts related to KPIs, including the criteria for constructing a KPI;

- specifies the terminology related to KPIs;

- describes how KPIs are used.

2 Terms and definitions

For the purposes of this document, the following terms and definitions apply.

2.1 capability

Ability to take action.

Note: This definition includes the attributes of capability (similar to capacity) in terms of qualification and measurement.

[Modified from GB/T 20720.1-2019, 3.1.6]

2.2 element

Relevant measured value used in the formula of a key performance indicator (2.5).

2.3 integration

State or condition in which two or more entities are able to form, or are observed as, a single whole; the whole exhibits a structure, a property and a boundary, is determined by the interoperability characteristics of its constituents, and performs common tasks as required.

[Modified from GB/T 27758.1-2011, 3.9]

2.4 interoperability

Ability of two or more entities to exchange items, in accordance with a set of rules and mechanisms, through the interface of each entity in order to perform their respective tasks.

Note 1: Examples of entities include devices, equipment, machines, people, processes, applications, software units, systems and enterprises.

Note 2: Examples of items include information, material, energy, control, assets and ideas.

[GB/T 27758.1-2011, 3.12]

2.5 key performance indicator

Quantifiable level of achieving a critical objective.

2.6 manufacturing operations management

Activities of a Level 3 manufacturing facility for coordinating the personnel, equipment and material in the manufacturing process.

[GB/T 20720.1-2019, 3.1.22]

2.7 manufacturing resource

Physical or logical entity that enables a manufacturing process to be carried out.

Note: Manufacturing resources include (but are not limited to) manufacturing assets such as equipment, machinery, software, automation units, control devices, instruments and tooling, and other resources such as operators, material, fuel and the physical plant (in which the resources are deployed).

[GB/T 27758.1-2011, 3.17]

2.8 process

Series of activities performed with a set of resources within a specified time frame to achieve an objective.

2.9 role-based equipment hierarchy

Model structure defined according to Level 3 and Level 4 functions and activities, which equipment entities can execute.

Note: Adapted from IEC 62264-1:2015, 5.3.1, Note 1.

3 Abbreviated terms

The following abbreviated terms apply to this document.

ID: Identification

KPI: Key Performance Indicator

KPI-E: Key Performance Indicator Effectiveness

MOM: Manufacturing Operations Management

UML: Unified Modeling Language

URL: Uniform Resource Locator

XML: eXtensible Mark-up Language

4 KPI concept

4.1 General

The motivation for using KPIs in the MOM domain derives from the description of the value creation process. An enterprise is described by three hierarchy models:

- physical assets;

- functionality;

- equipment.

The functional and equipment hierarchy models are very important in GB/T 34044. The KPIs in GB/T 34044 are limited to the MOM domain. The selection of KPIs depends on the production methods used by the enterprise. KPIs in the MOM domain based on actionable information can identify and achieve improvement objectives.

Remaining clauses in the full document

  • 4.2 KPI criteria
  • 4.3 KPI characteristics
  • 4.4 KPI types by unit of measure
  • 4.5 KPIs classified by usage
  • 4.6 Generating KPIs from measurements
  • 4.7 KPI identification and selection
  • 4.8 KPI structure
  • 4.9 KPI presentation
  • 5 Definition and description
  • 6 Exchange and use
  • 7 Relationships and dependencies
  • A Annex A (informative) KPIs in manufacturing operations management
  • Bibliography

......
This preview omits tables, figures, formulas and parts of the technical clauses. The complete document — 24 pages — is available in the English PDF.

Referenced standards

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