update documentation according to TS of V2.1.1

<div class="alert-warning">NOTE: The text in this section is extracted from ETSI TS 103 410-5 (V2.1.1) <a href="#[0]">[0]</a>, and therefore falls inside the <a href="https://www.etsi.org/intellectual-property-rights">ETSI IPR Policy</a></div>

[The technical specification ETSI TS 103 410-5](#[0]) is a technical specification of SAREF4INMA, an extension of SAREF [[1]](#[1]) that was created for the industry and manufacturing domain. SAREF4INMA was created to be aligned with related initiatives in the smart industry and manufacturing domain in terms of modelling and standardization, such as the Reference Architecture Model for Industry 4.0 (RAMI), which combines several standards used by the various national initiatives in Europe that support digitalization in manufacturing. These initiatives include, but are not limited to, the platform Industrie 4.0 in Germany, the Smart Industry initiative in the Netherlands, Industria 4.0 in Italy, the 'Industrie du future initiative' in France and more.

SAREF4INMA is an OWL-DL ontology that extends SAREF with 21 classes, 16 object and 10 data type properties. In addition, SAREF4INMA reuses SAREF and SAREF4BLDG ontologies by importing them. SAREF4INMA focuses on extending SAREF for the industry and manufacturing domain to solve the lack of interoperability between various types of production equipment that produce items in a factory and, once outside the factory, between different organizations in the value chain to uniquely track back the produced items to the corresponding production equipment, batches, material and precise time in which they were manufactured.

SAREF4INMA is an OWL-DL ontology that extends SAREF with 21 classes, 16 object and 10 data type properties. In addition, SAREF4INMA reuses SAREF and SAREF4BLDG ontologies by importing them. SAREF4INMA focuses on extending SAREF for the industry and manufacturing domain to solve the lack of interoperability between various types of production equipment that produce items in a factory and, once outside the factory, between different organizations in the value chain to uniquely track back the produced items to the corresponding production equipment, batches, material and precise time in which they were manufactured.

The full list of use cases, standards and requirements that guided the creation of SAREF4INMA are described in the associated ETSI TR 103 507 [[i.2]](#[i.2]). The "zero defect manufacturing" use case has been used as basis for the creation of SAREF4INMA in the present document. This use case is concerned with improving the manufacturing process in terms of flexibility to timely change from one manufactured product to another, generating as little yield loss as possible. Also the "smart services for product in use" and "smart product lifecycle" use cases are acknowledged in the associated ETSI TR 103 507 [[i.2]](#[i.2]) as especially relevant for SAREF4INMA, as they pose semantic interoperability issues for, respectively:

The full list of use cases, standards and requirements that guided the creation of SAREF4INMA are described in the associated ETSI TR 103 507 [[i.2]](#[i.2]). The "zero defect manufacturing" use case has been used as basis for the creation of SAREF4INMA in [the technical specification ETSI TS 103 410-5](#[0]). This use case is concerned with improving the manufacturing process in terms of flexibility to timely change from one manufactured product to another, generating as little yield loss as possible. Also the "smart services for product in use" and "smart product lifecycle" use cases are acknowledged in the associated ETSI TR 103 507 [[i.2]](#[i.2]) as especially relevant for SAREF4INMA, as they pose semantic interoperability issues for, respectively:

1. the manufacturing companies that remain responsible for the proper functioning of a product during its entire lifecycle, also when the product has left the factory; and

1. the manufacturing companies that remain responsible for the proper functioning of a product during its entire lifecycle, also when the product has left the factory; and

2. the various, interacting parties involved in the value chain (e.g. manufacturer, user, servicing organization, parts supplier, etc.) that need to refer to a common digital footprint of a product to allow for its management during its entire lifecycle.

2. the various, interacting parties involved in the value chain (e.g. manufacturer, user, servicing organization, parts supplier, etc.) that need to refer to a common digital footprint of a product to allow for its management during its entire lifecycle.

Note that SAREF4INMA specified in the present document provides a second version of SAREF extension for the industry and manufacturing domain, based on the (limited set of) use cases mentioned above and an initial list of standards for digitalization, communication, engineering and life-cycle, covering relevant concepts such as factory, production equipment, item, material and batch, as described in ETSI TR 103 507 [[i.2]](#[i.2]). However, as all the SAREF ontologies, SAREF4INMA is a dynamic semantic model that should be used, validated and improved over time with and by the stakeholders in the industry and manufacturing domain in an iterative and interactive manner to accommodate more use cases, standards and generate new requirements as needed.

Note that SAREF4INMA specified in [the technical specification ETSI TS 103 410-5](#[0]) provides a second version of the SAREF extension for the industry and manufacturing domain, based on the (limited set of) use cases mentioned above and an initial list of standards for digitalization, communication, engineering and life-cycle, covering relevant concepts such as factory, production equipment, item, material and batch, as described in ETSI TR 103 507 [[i.2]](#[i.2]). However, as all the SAREF ontologies, SAREF4INMA is a dynamic semantic model that should be used, validated and improved over time with and by the stakeholders in the industry and manufacturing domain in an iterative and interactive manner to accommodate more use cases, standards and generate new requirements as needed.

The prefixes and namespaces used in SAREF4INMA and in [the technical specification ETSI TS 103 410-5](#[0]) are listed in [the Namespace Declarations section](#namespacedeclarations).

The prefixes and namespaces used in SAREF4INMA and in the present document are listed in [the Namespace Declarations section](#namespacedeclarations)

 No newline at end of file

<h3>General Overview</h3>

<p>An overview of the SAREF4INMA ontology is provided in <a href="#Figure_1">Figure 1</a>, where rectangles containing an orange circle are used to denote classes created in SAREF4INMA, while rectangles containing a green circle denote classes reused from other ontologies, such as SAREF or SAREF4BLDG. For all the entities described in the present document, it is indicated whether they are defined in the SAREF4INMA extension or elsewhere by the prefix included before their identifier, i.e. if the element is defined in SAREF4INMA the prefix is s4inma, while if the element is reused from another ontology it is indicated by a prefix according to Table 1 (e.g. saref refers to SAREF and s4bldg refers to SAREF for building).</p>

<p>Arrows with white triangles on top represent the <a href="https://www.w3.org/TR/rdf-schema/#ch_subclassof">rdfs:subClassOf</a> relation between two classes. The origin of the arrow is the class to be declared as subclass of the class at the destination of the arrow.</p>

<p>Directed arrows are used represent properties between classes.</p>

<p>Note that <a href="#Figure_1">Figure 1</a> aims at showing a global overview of the main classes of SAREF4INMA and their mutual relations.</p>

<figure>

  <img src="diagrams/saref4inmaOverview.png" alt="SAREF4INMA Overview"/>

  <figcaption id="Figure_1">Figure 1: Overview of the SAREF4INMA ontology</figcaption>

</figure>

<h3>Item and Batch</h3>

<p>This clause focuses on the classes of SAREF4INMA that describe an item produced in a factory. The classes of interest, which are <a href="#s4inma:Item">s4inma:Item</a>, <a href="#s4inma:ItemCategory">s4inma:ItemCategory</a>, <a href="#s4inma:MaterialCategory">s4inma:MaterialCategory</a>, <a href="#s4inma:Batch">s4inma:Batch</a>, <a href="#s4inma:ItemBatch">s4inma:ItemBatch</a>, <a href="#s4inma:MaterialBatch">s4inma:MaterialBatch</a> and <a href="#s4inma:ID">s4inma:ID</a>, are shown in <a href="#Figure_2">Figure 2</a>.</p>

<p>An Item is a tangible object that represents either the goods produced by an organization's production process or individually traced supplies (i.e. sub-assemblies of supplies). An item can be individually traced using an ID. SAREF4INMA allows to use several types of IDs, such as the Global Trade Item Number (GTIN) defined by GS1 (<a href="https://www.gs1.org/">https://www.gs1.org/</a>), used by organizations to uniquely identify their trade items as products or services that are priced, ordered or invoiced at any point in the supply chain. There are four GTIN formats (GTIN-8, GTIN-12, GTIN 13, GTIN-14) and SAREF4INMA defines classes and properties for each of them. SAREF4INMA defines also classes and properties to associate items to the International Registration Data Identifier (IRDI), which is based on the international standards ISO/IEC 11179-6 <a href="#[i.4]">[i.4]</a>, ISO 29002 <a href="#[i.5]">[i.5]</a> and ISO 6532 <a href="#[i.6]">[i.6]</a>. An example of relevant standard that uses IRDIs is the eCl@ss specification (<a href="https://www.eclass.eu/en/">https://www.eclass.eu/en/</a>) for grouping materials, products and services. Other types of IDs are defined in SAREF4INMA, such as the Universally Unique Identifier (UUID), or can be further defined ad-hoc by the ontology users by creating new classes as subclasses of the <a href="#s4inma:ID">s4inma:ID</a> class.</p>

<p>An Item can recursively consist of other items (e.g. a shaver consists of a shaver head, motor and body) and can be the feature of interest of a observation (e.g. a shaver can be the feature of interest of a temperature observation made by a welding machine used to join different parts in the production of the shaver). An item is created exactly in one ItemBatch, which describes a uniform collection of items produced at a certain time using a certain production equipment. An ItemBatch consists of a set of items with similar properties (e.g. a certain brand and model of sensors made using a certain production line). An ItemBatch is a specialization of the more general Batch, which can be further specialized in a MaterialBatch. The difference between ItemBatch and MaterialBatch is that individual items can be traced in an ItemBatch (e.g. it is possible to trace an individual metal sheet in an ItemBatch), whereas it is not possible to exactly trace material in a MaterialBatch, (e.g. it is not possible to trace the exact piece of raw plastic material from a MaterialBatch, as the raw plastic is a volume, not identifiable in a specific sheet like in the case of metal sheets).</p>

<p>Material batches can be equipped with quality certificates, such as the BS EN 10204:2004 <a href="#[i.7]">[i.7]</a> category 3.1 steel quality certificate (<a href="https://standardsdevelopment.bsigroup.com">https://standardsdevelopment.bsigroup.com</a>). These certificates provide additional information about the material in the batch. Furthermore, MaterialBatches belong to some MaterialCategory, which describes a certain type of material (e.g. a certain type of steel sheets). Analogously, item batches belong to some ItemCategory, which describes a single type of Items (e.g. a certain type of sensor). An ItemCategory is in turn produced by some ProductionEquipmentCategory. The essential properties of each Item in all ItemBatches are the same. However, each ItemBatch might use different MaterialBatches and/or different ProductionEquipment. Therefore, small deviations between batches might occur, while the essential properties of all Items related to an ItemCategory are similar. Finally, the time that a batch is produced can be recorded using the time:hasBeginning and time:hasEnd properties.</p>

<figure>

  <a href="diagrams/ItemBatch.png"><img src="diagrams/ItemBatch.png" alt="Item, Batch and related classes"/></a>

  <figcaption id="Figure_2">Figure 2: Item, Batch and related classes</figcaption>

</figure>

<h3>Production Equipment and Factory</h3>

<p>This clause focuses on the classes that describe how a production equipment is organized and how it can exchange information within the factory. The classes of interest are: <a href="#s4inma:ProductionEquipment">s4inma:ProductionEquipment</a>,<a href="#s4inma:ProductionEquipmentCategory">s4inma:ProductionEquipmentCategory</a>,<a href="#s4inma:WorkCenter">s4inma:WorkCenter</a>, <a href="#s4inma:Area">s4inma:Area</a>, <a href="#s4inma:Site">s4inma:Site</a>, and <a href="#s4inma:Factory">s4inma:Factory</a>, and are shown in <a href="#Figure_3">Figure 3</a>. </p>

<figure>

  <a href="diagrams/ProductionEquipmentAndFactory.png"><img src="diagrams/ProductionEquipmentAndFactory.png" alt="Production Equipment, Factory and related classes"/></a>

  <figcaption id="Figure_3">Figure 3: Production Equipment, Factory and related classes</figcaption>

</figure>

<p>A ProductionEquipmentCategory describes the kind of production equipment required for producing a certain item, i.e. a category of machine. An organization might have multiple instances of the same category of machines. Each individual machine is represented by a ProductionEquipment, which is a subclass of <a href="https://saref.etsi.org/core/Device">saref:Device</a>, which is in turn a subclass of <a href="https://saref.etsi.org/saref4bldg/PhysicalObject">s4bldg:PhysicalObject</a>. The latter is part of the SAREF for Building extension <a href="#[i.3]">[i.3]</a>, which defines the <a href="https://saref.etsi.org/core/Device">saref:Device</a> class as a subclass of the more general <a href="https://saref.etsi.org/saref4bldg/PhysicalObject">s4bldg:PhysicalObject</a> class, following a pattern that allows to locate devices within the building. Analogously, SAREF4INMA reuses the same pattern to locate a production equipment in the factory.</p>

<p>In order to locate the ProductionEquipment, a factory layout can be created. A factory is represented by the <a href="#s4inma:Factory">s4inma:Factory</a> class (which is subclass of the <a href="https://saref.etsi.org/saref4bldg/Building">s4bldg:Building</a> class) and can be further divided into smaller spaces using the <a href="https://saref.etsi.org/saref4bldg/BuildingSpace">s4bldg:BuildingSpace</a> class. For the scope of SAREF4INMA, two types of BuildingSpaces are defined, namely Site and Area. A Factory can be further divided in sites, which according to IEC 62264 <a href="#[i.11]">[i.11]</a> are identified physical, geographical, and/or logical component groupings of a manufacturing enterprise. A Site can be divided in areas which are defined by IEC 62264 <a href="#[i.11]">[i.11]</a> as physical, geographical or logical groupings of resources determined by the site. An Area contains one or multiple work centers, which are a subclass of the <a href="#s4inma:ProductionEquipment">s4inma:ProductionEquipment</a> class and are defined according to IEC 62264 <a href="#[i.11]">[i.11]</a> as equipment elements under an area in a role-based equipment hierarchy that performs production, storage or material movement.</p>

<p>Note that as a subclass of <a href="https://saref.etsi.org/core/Device">saref:Device</a>, a production equipment in SAREF4INMA inherits all the properties of devices defined in SAREF. This includes the possibility to associate a device (and therefore a production equipment) with a number of functions. For the purpose of SAREF4INMA, a new class of functions is created, namely the <a href="#s4inma:ProductionEquipmentFunction">s4inma:ProductionEquipmentFunction</a> class, which can be populated with subclasses that describe relevant functions, depending on the use case under consideration.</p>

<h3>Observation</h3>

<p>An important aspect of SAREF4INMA is the ability to trace back production process observations to individual items or batches. The modelling of observations in SAREF4INMA totally relies on the observations model proposed in SAREF. This modelling include the <a href="https://saref.etsi.org/core/FeatureOfInterest">saref:FeatureOfInterest</a> class that provides the means to refer to the real world phenomena that is being observed in the given observation (e.g. a shaver is an item resulting from a certain production process and it can be defined as the feature of interest of a temperature observation made by a welding machine used to join different parts in the production of the shaver). The reader shall refer to the SAREF specification for details about the modelling of observations. The following properties are reused in SAREF4INMA to complete the model of observations:</p>

<ul>

 <li><a href="https://saref.etsi.org/core/isPropertyOf">saref:isPropertyOf</a> (and its inverse <a href="https://saref.etsi.org/core/hasProperty">saref:hasProperty</a>) to link the property being observed with the feature of interest.</li>

 <li><a href="https://saref.etsi.org/core/observes">saref:observes</a> (and its inverse <a href="https://saref.etsi.org/core/isObservedBy">saref:isObservedBy</a>) to link a given observation with the feature of interest being observed.</li>

 <li><a href="https://saref.etsi.org/core/madeBy">saref:madeBy</a> has been included as complement of the <a href="https://saref.etsi.org/core/madeExecution">saref:madeExecution</a>, as its inverse, to link a measurement and the device that produces it.</li>

</ul>

<p>Within the SAREF4INMA use cases there is a need to distinguish between actual measurements and expected ones. For the former could be represented by stating a property value for a <a href="https://saref.etsi.org/core/FeatureKind">saref:FeatureKind</a>, while the latter could be stated stating the value of a <a href="https://saref.etsi.org/core/FeatureKind">saref:FeatureKind</a>that related to the saref:FeatureKind, or by stating an <a href="https://saref.etsi.org/core/Observation">saref:Observation</a>. This enables the calculation of deviations between planned and actual production process observations.</p>

<p>As a saref:Device can recursively consists of devices, a ProductionEquipment in SAREF4INMA can also consist of other devices, such sensors and actuators. A device (e.g. production equipment and its sensors) can make observations. These observation scan be related to a specific <a href="https://saref.etsi.org/core/Batch">saref:Batch</a> or <a href="https://saref.etsi.org/core/Item">saref:Item</a>(which are both subclasses of the <a href="https://saref.etsi.org/core/FeatureOfInterest">saref:FeatureOfInterest</a> class) via the hasFeatureOfInterest relation. Moreover, according to the observations model in SAREF, observations are related to the property they observe (e.g. welding temperature) and its unit of measure (e.g. degrees Celsius).</p>

<p>This example instantiation is referred to using the ex prefix. This prefix is different from the s4inma prefix, which indicates the SAREF4INMA ontology on which the ex example instantiation is built upon.</p>

<p>The example is shown in <a href="#Figure_4">Figure 4</a>  and represents an instance of a shaver (i.e. the ex:Shaver10023) of the s4inma:Item class, which is an item created in a certain batch (represented by the ex:PhilBrau_S40_Premium_Gold_Shaver_ItemBatch392 instance), which in turn belongs to a category of items called PhilBrau S40 Premium Gold Shaver ItemCategory. This item category is represented by the ex: PhilBrau_S40_Premium_Gold_Shaver _ItemCategory instance of the s4inma:ItemCategory class, it has model number ex:nr98647656 and manufacturer PhilBrau, and is produced using a certain production equipment category, namely the ex:Lazor_Series_8030_ProdEquipCategory instance of the s4inma:ProductionEquipmentCategory class.</p>

<p>The ex:Lazor_Series_8030_ProdEquipCategory instance is the general category of a specific production equipment, namely the ex:Laser_Cutting_Machine_1 instance of a laser cutting machine created specifically for this example (i.e. the ex:LaserCuttingMachine class created in this example as a subclass of the s4inma:ProductionEquipment class).</p>

<figure>

  <a href="diagrams/S4INMA Item example.png"><img src="diagrams/S4INMA Item example.png" alt="Item example"/></a>

  <figcaption id="Figure_4">Figure 4: Item example</figcaption>

</figure>

<p><a href="#Figure_5">Figure 5</a> further shows that the Shaver10023 item recursively consists of other three items, namely the ShaverHead3002, StepMotor083 and ShaverBody9440 items. In other words, SAREF4INMA allows to describe an item as a whole (i.e. the shaver) or in its parts (i.e. the shaver head, motor and body). The ShaverBody9440 item is created in the PhilBrau_S40-S50_Generic_Body_ItemBatch3290 item batch, which in turn consists of material from other batches, namely the Torx screws_D2mm_L8mm MaterialBatch323 and ABS_Plastic_Role_8mm_MaterialBatch742. These material batches belong to two different material categories classes created specifically for this example, respectively the ex:Screw class (with its ex:Torx_screws_D2mm_L8mm_MaterialCategory instance) and the ex:Plastic class (with its ex:ABS_Plastic_Role_8mm_MaterialCategory instance), which are both subclasses of s4inma:MaterialCategory. In other words, the body of a shaver is an item created in a batch that is made of other materials such as screws and plastic.</p>

<figure>

  <a href="diagrams/S4INMA Material example.png"><img src="diagrams/S4INMA Material example.png" alt="Material example"/></a>

  <figcaption id="Figure_5">Figure 5: Material example</figcaption>

</figure>

<p>The example instantiation further defines two types of production equipment categories, namely the Lazor_Series_8030_ProdEquipCategory and the WandI_Welding_Series_1000_ProdEquipCategory. These categories represent a certain model of production equipment and not the individual machines, since an organization might have multiple machines of the same model. In particular, there is one laser cutting machine of type Lazor_Series_8030_ProdEquipCategory, namely the Laser_Cutting_Machine_1, and two welding machines, namely Welding_Machine_1 and Welding_Machine_2, which are shown in <a href="#Figure_6">Figure 6</a>.</p>

<p>These machines are instances of the ex:WeldingMachine and the ex:LaserCuttingMachine classes created for this example, which are both subclasses of the s4inma:ProductionEquipment class, which is in turn a subclass of saref:Device, which is in turn a subclass of s4bldg:PhysicalObject. The subclass relation of saref:Device ensures that a s4inma:ProductionEquipment can reuse SAREF functionality by inheritance, such as the possibility to perform functions, be composed by other devices such as sensors (e.g. temperature sensors), control properties (e.g. welding temperature) and make observations. For example, the Welding_Machine_2 production equipment can perform a JoiningFunction (ex:JoiningFunction instance), controls the WeldingTemperature property, and further consists of the WeldingMachineTemperatureSensor1.</p>

<figure>

  <a href="diagrams/S4INMA ProductionEquipm example.png"><img src="diagrams/S4INMA ProductionEquipm example.png" alt="Production Equipment example"/></a>

  <figcaption id="Figure_6">Figure 6: Production Equipment example</figcaption>

</figure>

<p>The Welding Machine Temperature Sensor 1 makes some temperature observation during the production of Shaver10023 in intervals of ten seconds. <a href="#Figure_7">Figure 7</a> shows some example observations related to the production of the Shaver10023 item and the reuse of the SAREF model for observations. For example, the ex:Welding_Machine_2_Observation_W101520 instance is observed by the WeldingMachineTemperatureSensor1, relates to the WeldingTemperature property, has value 223 and unit of measure degree Celsius, has timestamp 2019-01-28T12:11:10 and has the item Shaver10023 as feature of interest.</p>

<figure>

  <a href="diagrams/S4INMA Observation example.png"><img src="diagrams/S4INMA Observation example.png" alt="Observation example"/></a>

  <figcaption id="Figure_7">Figure 7: Observation example</figcaption>

</figure>

<p>Since a s4inma:ProductionEquipment is a subclass of a saref:Device and consequently of s4bldg:PhysicalObject, it is possible to assign each production equipment instance to a physical location within the factory. <a href="#Figure_8">Figure 8</a>shows an instance of a s4inma:Factory class, which in turn is defined in SAREF4INMA as a s4bldg:Building subclass. This instance (ex:Eindhoven_BIC) represents a factory that can be decomposed into Site and Area, building spaces, which are all subclasses of s4bldg:BuildingSpaces. Moreover, the welding machines and the laser cutting machine are part of the Welding_WorkCenter, which is a WorkCenter located in the Area BIC_Site_A_Area_19, which is in its turn located in the Site BIC_Site_A in the Eindhoven BIC building.</p>

<figure>

  <a href="diagrams/S4INMA Factory example.png"><img src="diagrams/S4INMA Factory example.png" alt="Factory example"/></a>

  <figcaption id="Figure_8">Figure 8: Factory example</figcaption>

</figure>