GB/T 39837-2021Information technology—Remote operation and maintenance—Technical reference model (English PDF)
信息技术 远程运维 技术参考模型
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Issued by
SAMR; SAC
Level / Type
National · Recommended
Issue date
March 9, 2021
Implementation date
October 1, 2021
Scope
GB/T 39837-2021 is the English-translated version of 信息技术 远程运维 技术参考模型.
GB/T 39837-2021 describes the technical reference model of remote operation and maintenance. It sets out the model itself: the parties, the functions, the interfaces and the data flows by which a machine is monitored and serviced from a distance.
It applies to the planning, design, development and operation of remote operation and maintenance systems in industrial manufacturing. Machine builders, service providers and their customers use it. Issued on 9 March 2021, it has applied since 1 October 2021.
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Document preview — GB/T 39837-2021
National Standard of the People's Republic of China
- ICS
- 35.240.50
- Classification
- L 67
Issued by: State Administration for Market Regulation; Standardization Administration of the PRC
Contents
- Foreword
- 1 Scope
- 2 Terms and definitions
- 3 Abbreviations
- 4 Remote operation and maintenance technology reference model
- 5 Technical requirements for remote operation and maintenance
- 5.1 Device Management
- 5.2 Equipment fault handling
- 5.3 Equipment maintenance
- 5.4 Platform support
- 5.5 Network Support
- 5.6 Data Support
- 5.7 Safety assurance system
1 Scope
This standard describes the remote operation and maintenance technology reference model.
This standard applies to the planning, design, development and operation of remote operation and maintenance systems in industrial manufacturing.
2 Terms and definitions
The following terms and definitions apply to this document.
2.1 Platform
Able to provide an operating environment for application deployment, management, and operation on demand.
2.2 Remoteoperationandmaintenance
Use information technology to conduct remote data collection and data analysis on the equipment, determine the operating status of the equipment, and provide corresponding operation and maintenance service.
3 Abbreviations
The following abbreviations apply to this document. AR Augmented Reality (AugmentedReality) Email (ElectronicMail) HTTP Hypertext Transfer Protocol (HyperTextTransferProtocol) KPI key performance indicator (KeyPerformanceIndicator) MR Mixed Reality (MixReality) OPC OLE (Object Connection and Embedding) for Process Control (OLEforProcessControl) OPCUA OPC Unified Architecture (OPCUnified Architecture) VR Virtual Reality (VirtualReality)
4 Reference model of remote operation and maintenance technology
The reference model of remote operation and maintenance technology is shown in Figure 1.
The remote operation and maintenance technology reference model includes two levels of elements and a guarantee system. The upper level of horizontal level elements has a dependency on the lower level.
Reliance relationship; the vertical guarantee system has a constraining relationship for the two horizontal levels.
The horizontal level elements and the vertical guarantee system are described as follows.
a) Operation and maintenance application layer. various remote operation and maintenance applications established on the basis of the operation and maintenance support layer, including equipment management, equipment failure handling, Equipment maintenance, etc., to provide overall operation and maintenance applications and services for equipment manufacturers, enterprise users, equipment experts, etc.;
b) Operation and maintenance support layer. through platform, network and data support, to ensure the operation of remote operation and maintenance business;
c) Security assurance system. Build a unified security platform for the remote operation and maintenance system to achieve unified entrance, unified authentication, unified authorization, and operation Security mechanisms such as line tracking and emergency response involve various horizontal levels.
Figure 1 Reference model of remote operation and maintenance technology
5 Technical requirements for remote operation and maintenance
5.1 Device management
5.1.1 Overview
Equipment management is based on equipment as the research object, pursuing the comprehensive efficiency of equipment, applying a series of theories and methods, and adopting a series of measures to control the equipment.
The operation and maintenance of the equipment are managed in the whole process (from use, maintenance, repair, update to scrap).
Its application support includes equipment asset management, equipment status visualization, operation and maintenance reports, and remote equipment monitoring.
5.1.2 Equipment asset management
Through the analysis and judgment of various data in equipment management, equipment asset management assists enterprises in grasping the law of failures, improving failure prediction, The ability to monitor and process, reduce the failure rate, and provide a basis for decision-making for equipment managers and business managers. The following requirements should be met.
a) Establish equipment account information, record equipment drawing parameters and equipment history information;
b) Ensure that the value form of fixed assets is clear, complete, and correct, and has the functions of cleaning, accounting, and evaluating fixed assets;
c) Improve the utilization rate of equipment and the operating efficiency of equipment assets to ensure the preservation and appreciation of assets.
5.1.3 Device status management
Equipment status management provides equipment through real-time monitoring of equipment, collecting various operating data of equipment, and combining equipment's geographic location and other information.
Prepared operating information, timely grasp the overall operating status of the equipment. The following requirements should be met.
a) The operating information of the equipment includes but is not limited to equipment status, energy consumption, location and other information;
b) Shall comply with relevant field standards.
5.1.4 Equipment KPI analysis
Equipment KPI analysis analyzes the data recorded in equipment maintenance and management to record all maintenance and management activities that occur on the equipment and And measure key indicators. Analyze and verify failures through operation and maintenance reports.
5.1.5 Remote device monitoring
Remote device monitoring online obtains the operating status and fault information of field devices. The following requirements should be met.
a) Through real-time monitoring of equipment operation status, spare parts wear status and consumable usage Bit life cycle management;
b) Have the ability to predict the replacement time of spare parts and the replenishment time of consumables, realize an efficient maintenance plan, and maintain spare parts and Optimal inventory of consumables.
5.2 Equipment fault handling
5.2.1 Overview
Equipment failure handling is a series of recovery operations for equipment loss of specified functions. Its application support includes but is not limited to design Online diagnosis, expert remote support, remote operation of equipment, remote fault push, etc. are available.
5.2.2 Device online diagnosis
Equipment online diagnosis is to make judgments on equipment operating status and abnormal conditions through remote monitoring, and provide solutions for equipment failures.
To restore the real-time provision basis, the following requirements should be met.
a) Have the ability to remotely monitor equipment and discover equipment failures;
b) Have the ability to diagnose fault types, fault locations and causes;
c) Have the ability to provide solutions and achieve failure recovery.
5.2.3 Expert remote support
Expert remote support is an expert online guidance for equipment diagnosis and maintenance.
5.2.4 Remote operation of equipment
The remote operation of the device is a variety of remote operations performed on the device. The following requirements should be met.
a) Have the ability to remotely log in to the device;
b) Have the ability to remotely input operating instructions;
c) The equipment should have the ability to respond to remote operations.
5.2.5 Fault remote push
The following requirements should be met.
a) Failure alarm and notification. Support real-time notification messages of alarms such as Email, SMS, WeChat, etc.
b) Push failure analysis report. Fault analysis reports can be issued according to fault level and event category to facilitate service improvement.
5.3 Equipment maintenance
5.3.1 Overview
Equipment maintenance is the care of equipment during or after use. Its application support includes but is not limited to operation and maintenance process management, repair and maintenance plan.
5.3.2 Operation and maintenance process management
Operation and maintenance process management monitors the process at a macro level to ensure the correct execution of the operation and maintenance process. The following requirements should be met.
a) Manage and monitor the process as a whole, and establish an event process implementation, evaluation and continuous optimization mechanism;
b) Determine the measurement indicators of the management process.
5.3.3 Maintenance plan
The maintenance plan is based on the equipment monitoring history and fault handling information, and the equipment is maintained, inspected and repaired during the planned period. plan of. The following requirements should be met.
a) Have the ability to record equipment maintenance;
b) Have the ability to study the dynamic damage laws of equipment;
c) Design and implement preventive health care, health monitoring, balance adjustment, dynamic maintenance and maintenance countermeasures and health maintenance systems.
5.4 Platform support
5.4.1 Overview
The platform should integrate the host, storage, network and other hardware infrastructure through virtualization and other technologies to form a logical whole.
Provide computing resource pools and storage resource pools under the support of a unified and secure system, implement resource monitoring, management and According to the extraction of the model, the remote operation and maintenance function is realized.
The platform consists of remote support technology, database, model library and cloud infrastructure. According to the needs of remote operation and maintenance applications, the platform integrates The data from the lower layer, and has the ability of in-depth mining and analysis.
5.4.2 Remote support technology
Including but not limited to AR, VR, MR and other technologies.
5.4.3 Model Library
Equipped with model libraries such as major equipment mechanism modeling and machine learning required for remote operation and maintenance.
5.4.4 Cloud Infrastructure
Cloud infrastructure provides virtualized computing resources, storage resources, and network resources, as well as basic frameworks, storage frameworks, computing frameworks, consumer Information systems and other support capabilities, platforms and platform users, and remote operation and maintenance applications can call these resources and support capabilities. The following requirements should be met.
a) Equipped with elastic expansion of resources such as computing and storage, and elastic and automatic expansion according to business load conditions;
b) High availability of physical machines and virtual machines can be realized. When a single physical or virtual node fails, business continuity can be maintained;
c) Using distributed storage technology, with data disaster tolerance design, it can realize periodic full and incremental backup of data stored on the entire platform. Share mechanism;
d) Support multiple network types and provide flexible and efficient networking capabilities.
5.5 Network support
5.5.1 Overview
The network support transmits all kinds of collected data to the support platform through the public network or the private network.
5.5.2 General requirements
5.6 Data support
The following requirements should be met.
a) Support the interconnection of private networks with various connected objects (referring to equipment, systems, smart products, and data resources);
b) Support access to fixed network, mobile network and Internet, private network, etc.;
c) Support multiple information transmission channels such as data channels and message channels. For data channels, necessary data security mechanisms should be provided;
d) Guarantee the access bandwidth, speed, delay, priority, etc. of the connected object.
5.6.1 Data Collection
The following requirements should be met.
a) Support industrial Ethernet, realize data connection to industrial special equipment/control system; support HTTP, OPC/OPCUA, etc. Interface protocol to realize data collection of smart devices;
b) Provide the discovery, acquisition, transmission, reception, identification and storage capabilities of different types of data such as device perception and environmental perception;
c) Support different types of data sources such as structured data, semi-structured data, and unstructured data;
d) Provide real-time data transmission and processing capabilities;
e) Provide monitoring and management functions of the collection object and collection process.
5.6.2 Data preprocessing
The following requirements should be met.
a) Provide structured data and semi-structured data extraction, conversion and loading functions;
b) Support the cleaning of original data, and uniformly format non-standard data into structured data;
c) Support the automatic monitoring of data quality to meet the data quality requirements of remote operation and maintenance requirements.
5.7 Safety assurance system
Should follow the existing national and industry security technology and security management that are suitable for remote operation and maintenance platform planning, involvement, construction and other links Related standards.
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This preview omits tables, figures, formulas and parts of the technical clauses. The complete document — 25 pages — is available in the English PDF.
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