The MOM Chronicles ISA-95 Best Practices Book 3.0
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About this ebook
In the twenty-year evolution of computerized manufacturing solutions, most manufacturers primarily applied and still apply point solutions to department issues. Book 3.0 explains how to develop an overall operations process definition. This definition determines operations dependencies for the entire plant in the supply network. The operations process definition as the MOM Master User Requirement Specification maps out the “As-Is” inefficient operations and the “To-Be” reengineered efficient operations.
Current leaders and managers of most manufacturers have a very limited vision of how their plants must operate in the global market in five or ten years to be competitive in 2020–2025. Today’s manufacturing managers generally do not have a concept of the total engineering cost to transform their paper-based operations into real-time manufacturing using artificial intelligence for their work processes.
The proven reality of manufacturing operations is that manufacturing innovation requires an iterative continuous improvement process through MOM systems engineering. This requires leaders to accept innovation with managed risk to move manufacturing operations technologies forward. Operations intelligence is high-risk innovation. Period. But by 2025, those manufacturers who have not adopted paperless processes for intelligent operations will simply not be able to compete globally and will fail in business. Book 3.0 lays out the foundation to succeed.
Charlie Gifford
BSs in Chemical and Material Engineering, Graduate work in Solid State Physics from University of Maryland. For the past 27 years, Charlie Gifford, Lean Operations Management Consultant, has developed advanced manufacturing systems in direct support of continuous improvement initiatives in a wide variety of industries: aerospace, electronics, automotive, food & beverage, telecom, energy, and life sciences. As a nationally recognized expert in combining Lean Manufacturing practices with Operations Management Systems, his background includes hands-on design, design super-vision, and team leadership in Production Transformation. As an industry leader in professional organizations such as ISA, Supply Chain Council and MESA International, he has contributed to and taught many manu-facturing operations standards, such as ISA-88, ISA-95, Next Gen MESA and SCOR models. He has published over 40 papers and four books on the subject of operations management best practices. Most recently as Chairman of the ISA-95 Best Prac-tices Working Group, he was the Chief Editor and Contributing Author for the book, The Hitchhiker’s Guide to Manufacturing Operations Management: ISA-95 Best Practices Book 1.0. He was awarded the 2007 MESA International Outstanding Contributor Award and 1995 Captain’s Citation Award for Innovation.charlie.gifford@cox.net
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The MOM Chronicles ISA-95 Best Practices Book 3.0 - Charlie Gifford
THE MOM CHRONICLES:
ISA-95 BEST PRACTICES BOOK 3.0
by Charlie Gifford
Editor and Contributing Author
Copyright © 2013 International Society of Automation
67 Alexander Drive
P.O. Box 12277
Research Triangle Park, NC 27709
All rights reserved.
Printed in the United States of America.
10 9 8 7 6 5 4 3 2 1
ISBN: 978-1-937560-67-6
e-book ISBN: 978-0-876640-32-6
No part of this work may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of the publisher.
Notice: The information presented in this publication is for the general education of the reader. Because neither the author nor the publisher has any control over the use of the information by the reader, both the author and the publisher disclaim any and all liability of any kind arising out of such use. The reader is expected to exercise sound professional judgment in using any of the information presented in a particular application. Additionally, neither the author nor the publisher has investigated or considered the effect of any patents on the ability of the reader to use any of the information in a particular application. The reader is responsible for reviewing any possible patents that may affect any particular use of the information presented.
Any references to commercial products in the work are cited as examples only. Neither the author nor the publisher endorses any referenced commercial product. Any trademarks or tradenames referenced belong to the respective owner of the mark or name. Neither the author nor the publisher makes any representation regarding the availability of any referenced commercial product at any time. The manufacturer’s instructions on use of any commercial product must be followed at all times, even if in conflict with the information in this publication.
Library of Congress Cataloging-in-Publication in process.
PREFACE
Hello Innovators of Intelligent Manufacturing Operations,
If you have followed the work of the ISA-chartered ISA-95 Best Practices Working Group, you may have noticed that as chairman and founder of this working group I have derived the book title for each collection of Manufacturing Operations Management (MOM) methodology white papers from a classic science fiction book title. The title aligned with the general theme of the paper collection. The first two books were:
The Hitchhiker’s Guide to Manufacturing Operations Management: ISA-95 Best Practices Book 1.0, which was derived fromThe Hitchhiker’s Guide to Galaxy
When Worlds Collide in Manufacturing Operations: ISA-95 Best Practices Book 2.0, which was derived fromWhen Worlds Collide
The paper collection in Book 3.0 is titled The MOM Chronicles, which is derived from the legendary work of The Martian Chronicles by Ray Bradbury. Our working group has dedicated the Book 3.0 collection to Ray Bradbury, who passed away on June 5, 2012. Ray Bradbury was one major influence in my life as a teenager looking for a positive direction and way to influence the world. Mr. Bradbury was the author of more than three dozen books, including the celebrated literary works of Fahrenheit 451, The Martian Chronicles, The Illustrated Man, Dandelion Wine, and Something Wicked This Way Comes, as well as hundreds of short stories. He has written for the theater, cinema, and TV, including the screenplay for John Huston’s Moby Dick and the Emmy Award– winning teleplay The Halloween Tree. Sixty-five of his stories were adapted for The Ray Bradbury Theater on television. He received the 2000 National Book Foundation’s Medal for Distinguished Contribution to American Letters, the 2007 Pulitzer Prize Special Citation, and numerous other honors.
In The Martian Chronicles, written during the 1940s, Bradbury as one of America’s preeminent storyteller tells how humans conquered the planet of Mars in 1999 while fleeing from a troubled and eventually atomically devastated Earth. Then the humans themselves are conquered on Mars. In this classic work of fiction, Bradbury exposes our human ambitions, weaknesses, and ignorance in a strange and breathtaking world where humans do not belong. The Martian Chronicles follows a future history
structure similar to the paper collection structure of Book 3.0. The short stories, complete in themselves, come together as episodes in a larger sequential narrative framework as do the Book 3.0 papers as chapters of the book. The overall structure of The Martian Chronicles is presented in three parts that are punctuated by two major catastrophes: (1) the near-extinction of the Martians and (2) the parallel near-extinction of the human race on Mars after their extinction on Earth. Starting in the far-flung future of 1999, humans colonize Mars for a new beginning but take their shortsighted behavior with them. Below I draw the parallel to Book 3.0 explanations of how corporate IT colonized the plant operations with their shortsighted methods.
In a crucial story, —And the Moon be Still as Bright
, the fourth exploratory expedition reveals the Martians have all but perished in a plague caused by germs brought by the previous human expeditions. This unexpected development sets the stage for the second act and set of stories (December 2001—November 2005), in which humans from Earth colonize the deserted planet with the few surviving Martians to make Mars a second Earth. However, as war on Earth occurs, most of the human settlers pack up and return to Earth. A global nuclear war ensues, cutting off contact between Mars and Earth. The third act and set of stories (December 2005–October 2026) deals with the aftermath of the war, and concludes with the prospect of the few surviving humans becoming the new Martians.
A 1997 edition of the book advances all the dates by 31 years (thus running from 2030 to 2057). This change counteracts a problem common to near-future stories where the passage of time overtakes the period in which the story is set. The 1997 edition includes The Fire Balloons
, and replaces Way in the Middle of the Air
(a story less topical in 1997 than in 1950) with the 1952 short story The Wilderness
, dated May 2034 (equivalent to May 2003 in the earlier chronology).
The future history
structure of short stories in The Martian Chronicles is similar to the structure used in the ISA-95 Best Practices Books where common-theme white paper collections from Book 1.0 to 3.0 frame the evolution and history of applying computer applications to the work processes of manufacturing operations. From the 1980s with computer integrated manufacturing
to Manufacturing Execution Systems (MES) in the 1990s to MOM in 2005, computer applications have repeatedly only achieved marginal success toward intelligent process. However, in 2013 and 120 years into the industrial age, mankind still has not effectively colonized the manufacturing plant with real-time work process systems to execute self-thinking artificial intelligence. According to Control Magazine and my general observations, 80% of manufacturing operations globally are still paper-based processes. Across my 30 year career (with some notable exceptions in electronics and semiconductors), manufacturers, software vendors, and system integrators are all failing to recognize that the manufacturing operations problem is 80% cultural. It is a work process problem of poor planning with slow response processes to adverse events. From my experience, 80% of the operations system solution is the cultural engineering of merging people, processes, machines, and the supply chain (only a 20% technical solution). This is not widely recognized as a starting point.
The Martian Chronicles’ first act (in its future history
structure) of human shortsighted colonization of Mars has a direct parallel with the marginal success rate of manufacturing operations applications over the last 15 years. Since 1999, corporate IT and plant engineering attempted to solve real-time operations process issues with purely technical solutions based on material resource planning methods or equipment automation methods, respectively, as opposed to developing real-time work process applications based on a continuous improvement approach required for each plant’s cultural environment.
The Book 3.0 collection addresses the need for true system engineering to organize the complexities of the manufacturing plant and not trivialize the complex as an equipment optimization or material quality or consumption problem. The following are the white papers as book chapters:
Chapter 1: Applying Global MOM Systems in a Manufacturing 2.0 Approach
Chapter 2: The Role of Semantic Models in Smarter Industrial Operations
Chapter 3: Applying Manufacturing Operations Models in a Discrete Hybrid Manufacturing Environment
Chapter 4: Defining an Operations Systems Architecture
Chapter 5: A Workflow-driven Approach to MOM
Chapter 6: Scheduling Integration Using an ISA-95 Application in a Steel Plant
Chapter 7: Intelligent Integration Interface: I³, A Real-world Application of ISA-95
The manufacturing operations paradox of the 80% cultural/20% technical solution is explained in each chapter. Bill Gates, founder of Microsoft, states it simply:
The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.
In the first 20 years of computerized MES/MOM solutions, I discovered that most manufacturers primarily applied and still apply point solutions to department issues without developing an overall operations process definition and without understanding operational dependencies for the entire plant. This operations process definition is typically in the MOM Master User Requirement Specification and maps out the As-Is inefficient and To-Be reengineered efficient operations. Over 30 years, I have come to realize that the leaders and managers of most manufacturers have a very limited vision and sometimes short-sighted vision of how their plants must operate in the global market in five or ten years (2020–2025). Today’s manufacturing managers generally do not have a vision, plan, or concept of the total cost for engineering and transforming their paper-based operations into real-time manufacturing artificial intelligence for their work processes. Ironically, these manufacturers talk and talk about innovation but want it without risk at predictable fixed cost and return on investment. The proven reality of manufacturing operations is that manufacturing innovation requires trial and error. It requires an iterative continuous improvement process through systems engineering. This requires the acceptance of innovation with managed risk to move manufacturing operations technologies forward. Operations intelligence is high-risk innovation. Period.
But by 2025, those manufacturers who have not adopted paperless processes for intelligent operations will simply not be able to compete globally and will fail in business.
Of the 20% of advanced manufacturers that are applying MOM systems to their plants for paperless processes, all are still going through the 10-15 year MOM transformation life cycle using a trial-and-error approach to innovate operations to intelligent manufacturing. In the last 20 years, the unforgiving MOM life cycle has generally required at least three MOM (design/deploy) attempts to get their MOM applications and governance to a high maturity level. At this level, the system intelligently adapts their real-time operations to the continual changes of the marketplace and resources toward the best available optimized operations state (in less than a single work shift). As brought out in many of the chapters/papers of Book 3.0, the first and second MOM attempts typically deploy stand-alone disparate systems within each of six to ten operations departments and then integrate them for reporting and metrics with point-to-point interfaces. As I have witnessed in my 30 years doing MOM systems, this disparate MOM architecture leads to 75% of the system life cycle cost occurring after deployment. This occurs because each of the 15-to-20 MOM systems of record required in a plant to process a production order have a different master data /metadata definition set. Consequently, all interfaces, reports, and metrics must be custom mappings of multiple names of the same or similar resources.
The 20% of advanced manufacturers discovered that the first two MOM attempts lead to: (1) high-cost MOM systems with very poor data integrity and (2) high-cost change during new production introduction, production scaling time to market, and continuous improvement. Their first two MOM attempts occurring in the 1990s and early 2000s actually were also found as a primary hindrance to continuous improvement efforts because the MOM system owners were typically understaffed, under skilled, uncoordinated, and ungoverned to support real innovation. These most advanced manufacturers who have applied MOM systems for 20 years are now moving to the semantic model-based approach to MOM architecture and systems. This best practice approach is a main theme of The MOM Chronicles’ chapters/papers. As explained throughout Book 3.0, the 80% MOM cultural solution is partially solved by properly addressing MOM paperless operations as a common language and metadata solution across all the MOM systems in a single manufacturing information model at the system integration level of the architecture.
Another third MOM attempt lesson learned by the advanced manufacturers is the absolute requirement for a single MOM System Group or Center of Excellence within their company to own and manage all MOM systems. By the third MOM attempt, these advanced manufacturers simply learned the hard trial-and-error way that it is physically impossible to protect MOM data integrity when the plant’s 15+ systems of records are supported across six to ten departments. Governance of MOM systems of record, their master data, and instance data is literally impossible to manage and so is not managed—thereby producing corrupt data for inaccurate decisions. As well, with most of the department-level systems being supported by a part-time super user who changes jobs every 18–24 months, the critical plant MOM systems are always in a state of disrepair due to a lack of documentation and overlapping support skills. By the third MOM attempt at a MOM architecture after 10+ years, the advanced manufacturers are figuring out in 2013 that they must consolidate and ordinate their MOM super users to significantly lower the cost of MOM systems. Unfortunately, many manufacturers still do not understand that IT approaches such as cloud technologies without semantic computing and governance only lead to an expensive failure when applied to MOM applications for real-time work processes.
I believe the Book 3.0 papers/chapters have taken another significant step forward from the foundations of Books 1.0 and 2.0 in explaining the necessary methods for building the 21st Century MOM architecture for real-time work process systems based on continuous improvement and supply chain requirements. These papers are just the beginning of the discussion on the best practices for developing self-thinking intelligent manufacturing plants within the next 20 years.
ABOUT THE EDITOR AND CONTRIBUTING AUTHOR: CHARLIE GIFFORD
President/Owner/Senior Mfg Consultant 21st Century Mfg Solutions LLC
BSs, Chemical and Material Engineering, Univ. of Maryland MS, Solid State Physics from Univ. of Maryland
For the past 30 years, Charlie Gifford, Lean Operations Management Consultant, has developed advanced manufacturing systems in a wide variety of industries: aerospace, electronics, automotive, food and beverage, telecom, energy, and life sciences. As an internationally-recognized expert in combining Lean Six Sigma practices with Operations Management Systems, his background includes hands-on design, design supervision and team leadership in Production Transformation. As an industry leader in professional organizations such as ISA, Supply Chain Council and MESA International, he has contributed to and taught many manufacturing operations standards, such as ISA-88, ISA-95, Next Gen MESA and SCOR models. He has published over 45 papers on the subject of operations management best practices. Most recently as Chairman of the ISA-95 Best Practices Working Group, he was the Chief Editor and Contributing Author for the books Hitchhikers Guide to Manufacturing Operations Management: ISA-95 Best Practices Book 1.0 and When Worlds Collide: ISA-95 Best Practices Book 2.0. He was awarded the 2007 MESA International Outstanding Contributor Award and ISA’s Thomas G. Fisher Award of Excellence for a Stan-dards-Based Reference Publication
for best standards book of 2011. In 2011, he co-founded the MESA Global Education Program (GEP) which he then led the IACET Accreditation for the GEP in 2012.
BOOK 3.0: AUTHORS, CONTRIBUTING EDITORS, AND REVIEWERS
Chapter 1: Applying Global MOM Systems in a Manufacturing 2.0 Approach
Authors
Gerhard Greeff
Divisional Manager: Bytes PMC
(+27) 82-654-0290
gerhard.greeff@bytes.co.za
Charlie Gifford
Chief Manufacturing Consultant
21st Century Manufacturing Solutions LLC
208-788-5434
charlie.gifford@cox.net
Contributing Editor
Mike James
Group Chairman
ATS International B.V.
(+31) (0)23-75-11-200
mike.james@ats-global.com
Reviewers
Scott P. Bogue
Technical Editor
Words2Work
336-375-4247
spbogue@earthlink.net
Jeffery L. Cawley
Vice President, Industry Leadership
Northwest Analytics
503-224-7727
jcawley@nwasoft.com
Jeannette Ewen
Founder and CEO
Ewen Consult S.à r.l.
(+352) 276-980-78
j.ewen@ewen-consult.com
Abbas Ali Faraj-Al
Leader, Operation WP, MCE-OWP
Saudi Basic Industries Corporation
(+966) 3-357-1374
farajaa@SABIC.com
Brenda E. Fish
Sr. Manufacturing Analyst, PMP, CPIM, CCP, ITIL, MES CoC
419-571-4263
Brenda.e.fish@comcast.net
Chapter 2: The Role of Semantic Models in Smarter Industrial Operations
Authors
Dave Noller
Senior Certified IT Architect, Manager of IBM SWG Mfg.
Industry Solutions
IBM
804-327-4627
nollerd@us.ibm.com
Tim Hanis
Chief Architect - Integrated Information Core (IIC), Senior Technical Staff Member - Industry Solutions
IBM
919-543-8516
hanistt@us.ibm.com
Michael Feldman
CTO
Savigent Software
952-548-5641
michael.feldman@savigent.com
Charlie Gifford
Chief Manufacturing Consultant
21st Century Manufacturing Solutions LLC
208-788-5434
charlie.gifford@cox.net
Contributing Editors
Jimmy Asher
Engagement Manager
Savigent Software
952-548-5664
jimmy.asher@savigent.com
Bill Bosler, P.E.
Principle
Texas Consultants, Inc
(+7) 967-053-27-54, Skype/LinkedIn: Bill_Bosler
Bill_Bosler@msn.com
Eyad A. Buhulaiga, M.Sc. IT-ITM
Decision Support Systems Unit (DSSU), APSD/P&CSD
Saudi Aramco
(+966) 3-880-1658
eyad.buhlaiqah@aramco.com
Reviewers
Mark Albano
Solution Consultant
Honeywell Process Solutions
602-293-1270
mark.albano@honeywell.com
Scott P. Bogue
Technical Editor
Words2Work
336-375-4247
spbogue@earthlink.net
Chapter 3: Applying Manufacturing Operations Models in a Discrete Hybrid Manufacturing Environment
Authors
Donald A. Fraser
Consultant MPDG
Jacobs
919-859-5090
donald.fraser@jacobs.com
Charlie Gifford
Chief Manufacturing Consultant
21st Century Manufacturing Solutions LLC
208-788-5434
charlie.gifford@cox.net
Contributing Editor
Patrick J. Weber MBA, PMP
Senior Systems Consultant
Energizer Household Products
440-899-6046
patrickj.weber@energizer.com
Reviewers
Scott P. Bogue
Technical Editor
Words2Work
336-375-4247
spbogue@earthlink.net
Kwangnam Cho, MSCS
MES Consultant & Architect
MES Business Division
Samsung SDS Co., Ltd.
82-10-4058-7510
kwangnam.cho@hotmail.com
Conrad Leiva
VP Product Marketing and Alliances
iBASEt
949-598-5200
cleiva@ibaset.com
Christian-Marc Pouyez
Product Manager for Intelligence and Energy Management
Invensys Operations Management
949-638-8476
christian-marc.pouyez@invensys.com
Chapter 4: Defining an Operations Systems Architecture
Author
Gavan Hood
Founder and CTO
Simul-Tech Pty Ltd
(+61) 439-83-84-77
gwhood@simul-tech.com
Contributing Editor
Charlie Gifford
Chief Manufacturing Consultant
21st Century Manufacturing Solutions LLC
208-788-5434
charlie.gifford@cox.net
Reviewers
Scott P. Bogue
Technical Editor
Words2Work
336-375-4247
spbogue@earthlink.net
Randy Okubo
Sr. IT Leader
3M Company
651-737-4217
randy.okubo@mmm.com
John Roach
Principal Consultant
Rho Consulting, Inc.
610-999-1993
jroach@rhoconsultinginc.com
Allan Møller Schmidt
Solution Consultant (MES)
Arla Foods
(+45) 8938-1712
allan.schmidt@arlafoods.com
Klaus Schütz
Head of Sorting Centers
Deutsche Post IT Services GmbH
0049-6151-908-4487
klaus.schuetz@dhl.com
Jeff Shearer
Consultant, Network and Security Services
Rockwell Automation
919-606-8926
jashearer@ra.rockwell.com
Chapter 5: A Workflow Driven Approach to MOM
Authors
Dave Emerson
Director, U.S. Development Center
Yokogawa
972-417-2753
dave.emerson@us.yokogawa.com
M K Naveen Kashyap
Executive Director
Yokogawa IA Technologies India Ltd
(+91) 80-67925113
naveen.kashyap@yti.yokogawa.com
Contributing Editors
Charlie Gifford
Principle, Chief Manufacturing Consultant
21st Century Manufacturing Solutions LLC
208-788-5434
charlie.gifford@cox.net
Reviewers
Scott P. Bogue
Technical Editor
Words2Work
336-375-4247
spbogue@earthlink.net
Eric C. Cosman
Engineering Solutions IT Consultant
The Dow Chemical Company
989-638-3151
ECCosman@dow.com
Gino G. Crispieri (PMP)
Senior Member of the Technical Staff
International SEMATECH Manufacturing Initiative (ISMI)
512-751-3550
Gino.Crispieri@ismi.sematech.org
Siddhartha Sen
Managing Consultant
PricewaterhouseCoopers India
(+91) 33-23579101
siddhartha.sen@in.pwc.com
Marlene Sharkey
Project Manager
Rockwell Automation
414-731-6308
masharkey@ra.rockwell.com
J. Keith Unger
Senior Manufacturing Consultant
Stone Technologies Inc.
678-482-1866
kunger@stonetek.com
Chapter 6: Scheduling Integration Using an ISA-95 Application in a Steel Plant
Authors
Dr. Iiro Harjunkoski
Senior Principal Scientist, Process and Production Optimization, DECRC/I4
ABB AG, Corporate Research Germany
(+49) 6203-716014
Iiro.Harjunkoski@de.abb.com
Dr.