1 Scope

The OPC UA for Machinery specification contains various building blocks for Machinery that allow to address use cases across different types of machines and components of machines defined in various companion specifications.

For the general scope of the OPC UA for Machinery specification see OPC 40001-1.

This part contains a building block for

- Energy Management

It uses OPC 34100 as base to add energy related information to a MachineryItem.

2 Normative references

The following documents are referred to in the text in such a way that some or all of their content constitutes requirements of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments and errata) applies.

OPC 10000-1, OPC Unified Architecture - Part 1: Overview and Concepts

http://www.opcfoundation.org/documents/10000-1/

OPC 10000-2, OPC Unified Architecture - Part 2: Security Model

http://www.opcfoundation.org/documents/10000-2/

OPC 10000-3, OPC Unified Architecture - Part 3: Address Space Model

http://www.opcfoundation.org/documents/10000-3/

OPC 10000-4, OPC Unified Architecture - Part 4: Services

http://www.opcfoundation.org/documents/10000-4/

OPC 10000-5, OPC Unified Architecture - Part 5: Information Model

http://www.opcfoundation.org/documents/10000-5/

OPC 10000-6, OPC Unified Architecture - Part 6: Mappings

http://www.opcfoundation.org/documents/10000-6/

OPC 10000-7, OPC Unified Architecture - Part 7: Profiles

http://www.opcfoundation.org/documents/10000-7/

OPC 10000-200, OPC Unified Architecture - Part 200: Industrial Automation

http://www.opcfoundation.org/documents/10000-200/

OPC 40001-1, OPC UA for Machinery - Part 1: Basic Building Blocks

http://www.opcfoundation.org/documents/40001-1/

OPC 34100, OPC UA for Energy Consumption Management

http://www.opcfoundation.org/documents/34100/

3 Terms, definitions and conventions

3.1 Overview

It is assumed that basic concepts of OPC UA information modelling are understood in this specification. This specification will use these concepts to describe the OPC UA for Machinery Energy Management Information Model. For the purposes of this document, the terms and definitions given in OPC 10000-1, OPC 10000-3, OPC 10000-4, OPC 10000-5, OPC 10000-7, OPC 40001-1 and OPC 34100 as well as the following apply.

Note that OPC UA terms and terms defined in this specification are italicized in the specification.

3.2 OPC UA for Machinery Energy Management terms

No additional terms are defined in this specification.

3.3 Abbreviated terms

e.g.for example
(OL: exempli gratia)
i.e.that is to say
(OL: id est)
OLOriginal Language
OPC UAOpen Platform Communications Unified Architecture
URIUniform Resource Identifier
VDMAGerman Mechanical Engineering Industry Association
(OL: Verband Deutscher Maschinen- und Anlagenbau)
XMLExtensible Markup Language

3.4 Conventions used in this document

For conventions used in this document see OPC 40001-1.

4 General information to Machinery and OPC UA

For general information to Machinery and OPC UA see OPC 40001-1.

5 Use cases

5.1 Provide Energy Consumption Information for machines and its components according to OPC 34100

The general use cases on energy consumption information are already described in OPC 34100. This specification adds:

The user would like to easily access energy consumption information for machines and their components (see sections 6.1, 6.2 and 6.3).

The user would like to get a standard set of typical, market relevant energy information (see sections 6.4 and 6.5).

6 Machinery – Energy Management Information Model overview

6.1 General

This specification defines a Machinery building block to provide energy related information. The concept of machinery building blocks is defined in OPC 40001-1. This specification integrates into the existing building block Monitoring and therefore does not need to be referenced from the MachineryBuildingBlocks Object defined in OPC 40001-1. In Figure 1, the Monitoring building block is shown in an example, including where the information defined in this specification is added. The X:MyMachine Object of a vendor-specific X:MyMachineType provides the 2:Monitoring Object. This contains already a 2:Consumption Object intended to provide information on energy. In the example, it provides information on Electricity, CompressedAir, and Steam_Superheated. The BrowseNames of those Objects are defined in this specification (see 6.3), representing different resources. Details, on what information is provided in those Objects are described in 6.2. In addition, the X:MyMachine contains two components, X:MyComponent1 and X:MyComponent2 according to OPC 40001-1. Components may also have energy related information, as in Figure 1, where both provide information on Electricity.

Figure 1 – Integration in Monitoring Building Block

6.2 Energy Information based on OPC 34100

OPC 34100 defines a common infrastructure for providing energy related measurements by defining the 3:EnergyMeasurementType. An Object of that type represents a metering point that can measure several measurement values of 3:EnergyMeasurementValueType. In addition, OPC 34100 defines common measurement values by defining a predefined BrowseName, MeasurementID, EngineeringUnits, etc. for Variables of 3:EnergyMeasurementValueType.

This specification uses the OPC 34100 as base to add energy related information to a MachineryItem. Under each Object representing a resource, there may be several Objects of the 3:EnergyMeasurementType, each representing one metering point. The main metering point should use the BrowseName Main defined in this specification (see 6.3). In Figure 2, an example is given. The Main Object provides several Variables defined in OPC 34100. The MachineryItem provides two additional metering points, X:Submeasurement1 and X:Submeasurement2. The first one is referenced with a Contains Reference indicating that the measured energy is contained in the Main values, whereas the second one is not referenced and therefore independent of the Main values.

Figure 2 – Example of Measurements

In Figure 3, a more comprehensive example is given. In this case, also the components of the MachineryItem provide metering points. The metering points of the components may also be referenced by Contains Reference. This can be either done directly, as for X:MyComponent1, or indirectly via a proxy Object as in X:MyComponent2. Providing a proxy Object allows to provide anybody browsing more direct context and avoids potentially duplicated names, as many Main Objects of different components may be referenced.

Figure 3 – Extended Example of Measurements

6.3 Standardized BrowseNames to group energy measurements based on resources

This specification defines standardized BrowseNames as entry points to energy metering points of specific resources. They are defined in 9.1.

In addition, a standardized BrowseName is defined for the main energy metering point of a MachineryItem. This can be used for each specific resource. It is defined in 9.2.

6.4 Standardized grouping of related measurements in Interfaces

OPC 34100 already defines OPC UA Interfaces to group specific energy measurement variables for electricity. This specification defines additional OPC UA Interfaces for non-electrical energy in 7.1, 7.2 7.3, and 7.4. In Figure 4, an example is given on how to use those Interfaces. The X:MyMachine provides energy measurements for cooling lubricant, and the Main metering point, according to the recommendations in 6.5, implements the Interfaces INonElectricalEnergyType and IVolumeFlowType. By implementing the Interfaces, it provides the measurement variables as defined by the Interfaces.

Figure 4 – Example of using Interfaces for standardized measurements

6.5 Recommended Interfaces for different resources

This specification defines a recommended mapping of resources to Interfaces, Objects of the 3:EnergyMeasurementType should implement. In this version of the specification, not all resources defined in OPC 34100 are considered, but only a part of it.

Note: As some Interfaces only define optional Variables, it is in the responsibility of the implementer of the Interface to provide enough information to allow the calculation of energy data.

7 OPC UA ObjectTypes

7.1 INonElectricalEnergyType ObjectType Definition

The INonElectricalEnergyType provides general information on the consumed and produced non-electrical energy. It is formally defined in Table 2.

Table 2 – INonElectricalEnergyType Definition
Attribute Value
BrowseNameINonElectricalEnergyType
IsAbstractTrue
References Node Class BrowseName DataType TypeDefinition Other
Subtype of the 0:BaseInterfaceType
4:HasStatisticComponentVariable3:NeEnergyImportHp0:Double3:EnergyMeasurementValueTypeM
4:HasStatisticComponentVariable3:NeEnergyExportHp0:Double3:EnergyMeasurementValueTypeM
Conformance Units
Machinery Energy Non Electrical Base

3:NeEnergyImportHp and 3:NeEnergyExportHp provide the information on the consumed and produced non-electrical energy and shall be used according to OPC 34100.

The component Variables of the INonElectricalEnergyType have additional Attributes defined in Table 3.

Table 3 – INonElectricalEnergyType Attribute values for child nodes
BrowsePath Value Attribute

NamespaceUri: http://www.opcfoundation.org/UA/units/un/cefact

UnitId: 5720146

DisplayName: W·h

Description: watt hour

2002

NamespaceUri: http://www.opcfoundation.org/UA/units/un/cefact

UnitId: 5720146

DisplayName: W·h

Description: watt hour

2005

7.2 IBaseFlowType ObjectType Definition

The IBaseFlowType provides base information on flow resources and is formally defined in Table 4.

Table 4 – IBaseFlowType Definition
Attribute Value
BrowseNameIBaseFlowType
IsAbstractTrue
References Node Class BrowseName DataType TypeDefinition Other
Subtype of the 0:BaseInterfaceType
0:HasComponentVariable3:Pressure0:Float3:EnergyMeasurementValueTypeO
0:HasComponentVariable3:Temperature0:Float3:EnergyMeasurementValueTypeO
Conformance Units
Machinery Energy Non Electrical Mass Flow
Machinery Energy Non Electrical Volume Flow

3:Pressure and 3:Temperature provide information on flow resources and shall be used according to OPC 34100.

The component Variables of the IBaseFlowType have additional Attributes defined in Table 5.

Table 5 – IBaseFlowType Attribute values for child nodes
BrowsePath Value Attribute

NamespaceUri: http://www.opcfoundation.org/UA/units/un/cefact

UnitId: 5259596

DisplayName: Pa

Description: pascal

28683

NamespaceUri: http://www.opcfoundation.org/UA/units/un/cefact

UnitId: 4932940

DisplayName: K

Description: kelvin

28684

7.3 IVolumeFlowType ObjectType Definition

The IVolumeFlowType provides information on flowing resources based on volume. It is formally defined in Table 6.

Table 6 – IVolumeFlowType Definition
Attribute Value
BrowseNameIVolumeFlowType
IsAbstractTrue
References Node Class BrowseName DataType TypeDefinition Other
Subtype of the IBaseFlowType
0:HasComponentVariable3:VolumeFlowRate0:Float3:EnergyMeasurementValueTypeO
0:HasComponentVariable3:Volume0:Float3:EnergyMeasurementValueTypeO
Conformance Units
Machinery Energy Non Electrical Volume Flow

This Interface is derived from IBaseFlowType. The InstanceDeclarations shall be used according to that Interface definition.

3:VolumeFlowRate and 3:Volume provide information on flow resources and shall be used according to OPC 34100.

The component Variables of the IVolumeFlowType have additional Attributes defined in Table 7.

Table 7 – IVolumeFlowType Attribute values for child nodes
BrowsePath Value Attribute

NamespaceUri: http://www.opcfoundation.org/UA/units/un/cefact

UnitId: 5067091

DisplayName: m³/s

Description: cubic metre per second

2100

NamespaceUri: http://www.opcfoundation.org/UA/units/un/cefact

UnitId: 5067857

DisplayName: m³

Description: cubic metre

28686

7.4 IMassFlowType ObjectType Definition

The IMassFlowType provides information on flowing resources based on volume and mass. It is formally defined in Table 8.

Table 8 – IMassFlowType Definition
Attribute Value
BrowseNameIMassFlowType
IsAbstractTrue
References Node Class BrowseName DataType TypeDefinition Other
Subtype of the IBaseFlowType
0:HasComponentVariable3:MassFlowRate0:Float3:EnergyMeasurementValueTypeO
0:HasComponentVariable3:Mass0:Float3:EnergyMeasurementValueTypeO
Conformance Units
Machinery Energy Non Electrical Mass Flow

This Interface is derived from IBaseFlowType. The InstanceDeclarations shall be used according to that Interface definition.

3:MassFlowRate and 3:Mass add information based on mass and shall be used according to OPC 34100.

The component Variables of the IMassFlowType have additional Attributes defined in Table 9.

Table 9 – IMassFlowType Attribute values for child nodes
BrowsePath Value Attribute

NamespaceUri: http://www.opcfoundation.org/UA/units/un/cefact

UnitId: 4933459

DisplayName: kg/s

Description: kilogram per second

2101

NamespaceUri: http://www.opcfoundation.org/UA/units/un/cefact

UnitId: 4933453

DisplayName: kg

Description: kilogram

28685

8 OPC UA ReferenceTypes

8.1 Contains

Contains is a concrete ReferenceType and can be used directly. It is a subtype of HierarchicalReferences.

The semantic of this ReferenceType is to reference from a main energy measurement point to another one, which measurements are included in the main energy measurement point.

The SourceNode of References of this ReferenceType shall be an Object of 3:EnergyMeasurementType or an ObjectType being a subtype of 3:EnergyMeasurementType.

The TargetNode of References of this ReferenceType shall be an Object of 3:EnergyMeasurementType.

Contains is formally defined in Table 10.

Table 10 – Contains definition
Attributes Value
BrowseNameContains
InverseNameContainedIn
SymmetricFalse
IsAbstractFalse
References NodeClass BrowseName Comment
Subtype of 0:HierarchicalReferences
Conformance Units
Machinery Energy Contains

9 Well-Known BrowseNames

9.1 Well-Known 0:FolderType BrowseNames

The 0:FolderType BrowseNames are formally defined in Table 11.

Table 11 – Well-Known 0:FolderType BrowseNames
BrowseNamePurpose
ElectricityEntry point for energy measurements of the resource Electricity
CompressedAirEntry point for energy measurements of the resource Compressed Air
CoolingLubricantEntry point for energy measurements of the resource Cooling Lubricant
NaturalGasEntry point for energy measurements of the resource Natural Gas
Steam_SaturatedEntry point for energy measurements of the resource Steam, Saturated
Steam_SuperheatedEntry point for energy measurements of the resource Steam, Superheated
ChilledWaterEntry point for energy measurements of the resource Chilled Water
HotWaterEntry point for energy measurements of the resource Hot Water
HotHotWaterEntry point for energy measurements of the resource Hot Hot Water
CrudeOilEntry point for energy measurements of the resource Crude Oil
FuelOil_2Entry point for energy measurements of the resource Fuel Oil #2
FuelOil_5Entry point for energy measurements of the resource Fuel Oil #5
FuelOil_6Entry point for energy measurements of the resource Fuel Oil #6
DieselOilEntry point for energy measurements of the resource Diesel Oil
GasolineEntry point for energy measurements of the resource Gasoline
PropaneEntry point for energy measurements of the resource Propane
BiogasEntry point for energy measurements of the resource Biogas
HydraulicOilEntry point for energy measurements of the resource Hydraulic Oil

9.2 Well-Known 3:EnergyMeasurementType BrowseNames

The 3:EnergyMeasurementTyp BrowseNames are formally defined in Table 12.

Table 12 – Well-Known 3:EnergyMeasurementType BrowseNames
BrowseNamePurpose
MainMain metering point of a MachineryItem

10 Profiles and ConformanceUnits

10.1 Conformance Units

This chapter defines the corresponding Conformance Units for the OPC UA Information Model for Machinery – Energy Management.

Table 13 – Conformance Units for Machinery – Energy Management
Category Title Description
ServerMachinery Energy Base StructureSupports at least one MachineryItem supporting the Consumption Object having at least one sub-folder following the predefined BrowseNames of this specification.
ServerMachinery Energy Main groupingEach MachineryItem supporting the Consumption Object with a sub-folder according to this specification provides a Main Object of EnergyMeasurementType for each of those sub-folders.
ServerMachinery Energy Non Electrical BaseSupports INonElectricalEnergyType and at least one instance of EnergyMeasurementType implementing the interface.
ServerMachinery Energy Non Electrical Mass FlowSupports IBaseFlowType, IMassFlowType and at least one instance of EnergyMeasurementType implementing IMassFlowType.
ServerMachinery Energy Non Electrical Volume FlowSupports IBaseFlowType, IVolumeFlowType and at least one instance of EnergyMeasurementType implementing IVolumeFlowType.
ServerMachinery Energy ContainsSupports the Contains ReferenceType and at least one instance using the ReferenceType.

10.2 Profiles

10.2.1 Profile list

Table 14 lists all Profiles defined in this document and defines their URIs.

Table 14 – Profile URIs for OPC UA for Machinery – Energy Management
Profile URI
Machinery Energy Base Server Facethttp://opcfoundation.org/UA-Profile/Machinery/Energy/Server/Base

10.2.2 Server Facets

10.2.2.1 Overview

The following sections specify the Facets available for Servers that implement the OPC UA for Machinery – Energy Management companion specification. Each section defines and describes a Facet or Profile.

10.2.2.2 Machinery Energy Base Server Facet

Table 15 defines a Profile that describes the base functionality to provide energy consumption information of a MachineryItem.

Table 15 – Machinery Energy Base Server Facet
Group Conformance Unit / Profile Title Mandatory / Optional
ProfileMachinery Monitoring Server Facet
ECMECM Energy MeasurementM
ECMECM EnergyProfile E0O
ECMECM EnergyProfile E1O
ECMECM EnergyProfile E2O
ECMECM EnergyProfile E3O
ECMECM EnergyProfile D0O
ECMECM EnergyProfile D1O
ECMECM Energy Measurement Common DataTypesO
ECMECM Accuracy Domain Percent full scaleO
ECMECM Accuracy Domain Percent actual readingO
ECMECM Accuracy Domain IECO
ECMECM Accuracy Domain ENO
Machinery EnergyMachinery Energy Base StructureM
Machinery EnergyMachinery Energy Main groupingO
Machinery EnergyMachinery Energy Non Electrical BaseO
Machinery EnergyMachinery Energy Non Electrical Mass FlowO
Machinery EnergyMachinery Energy Non Electrical Volume FlowO
Machinery EnergyMachinery Energy ContainsO

10.2.3 Client Facets

This specification does not define client facets.

11 Namespaces

11.1 Namespace Metadata

Table 16 defines the namespace metadata for this document. The Object is used to provide version information for the namespace and an indication about static Nodes. Static Nodes are identical for all Attributes in all Servers, including the Value Attribute. See OPC 10000-5 for more details.

The information is provided as Object of type NamespaceMetadataType. This Object is a component of the Namespaces Object that is part of the Server Object. The NamespaceMetadataType ObjectType and its Properties are defined in OPC 10000-5.

The version information is also provided as part of the ModelTableEntry in the UANodeSet XML file. The UANodeSet XML schema is defined in OPC 10000-6.

Table 16 – NamespaceMetadata Object for this Document
Attribute Value
BrowseNamehttp://opcfoundation.org/UA/Machinery/Energy/
Property DataType Value
NamespaceUriStringhttp://opcfoundation.org/UA/Machinery/Energy/
NamespaceVersionString1.00
NamespacePublicationDateDateTime2025-11-01
IsNamespaceSubsetBooleanFalse
StaticNodeIdTypesIdType []0
StaticNumericNodeIdRangeNumericRange []
StaticStringNodeIdPatternString

Note: The IsNamespaceSubset Property is set to False as the UANodeSet XML file contains the complete Namespace. Servers only exposing a subset of the Namespace need to change the value to True.

11.2 Handling of OPC UA Namespaces

Namespaces are used by OPC UA to create unique identifiers across different naming authorities. The Attributes NodeId and BrowseName are identifiers. A Node in the UA AddressSpace is unambiguously identified using a NodeId. Unlike NodeIds, the BrowseName cannot be used to unambiguously identify a Node. Different Nodes may have the same BrowseName. They are used to build a browse path between two Nodes or to define a standard Property.

Servers may often choose to use the same namespace for the NodeId and the BrowseName. However, if they want to provide a standard Property, its BrowseName shall have the namespace of the standards body although the namespace of the NodeId reflects something else, for example the EngineeringUnits Property. All NodeIds of Nodes not defined in this document shall not use the standard namespaces.

Table 17 provides a list of mandatory and optional namespaces used in an OPC UA for Machinery Server.

Table 17 – Namespaces used in an OPC UA for Machinery Server
NamespaceURI Description
http://opcfoundation.org/UA/Namespace for NodeIds and BrowseNames defined in the OPC UA specification. This namespace shall have namespace index 0.
Local Server URINamespace for nodes defined in the local server. This namespace shall have namespace index 1.
http://opcfoundation.org/UA/Machinery/Namespace for NodeIds and BrowseNames defined in OPC 40001-1. The namespace index is Server specific.
http://opcfoundation.org/UA/IA/Namespace for NodeIds and BrowseNames defined in OPC 10000-200. The namespace index is Server specific.
http://opcfoundation.org/UA/ECM/Namespace for NodeIds and BrowseNames defined in OPC 34100. The namespace index is Server specific.
http://opcfoundation.org/UA/Machinery/Energy/Namespace for NodeIds and BrowseNames defined in this document. The namespace index is Server specific.
Vendor specific typesA Server may provide vendor-specific types like types derived from ObjectTypes defined in this document in a vendor-specific namespace.
Vendor specific instances

A Server provides vendor-specific instances of the standard types or vendor-specific instances of vendor-specific types in a vendor-specific namespace.

It is recommended to separate vendor specific types and vendor specific instances into two or more namespaces.

Table 18 provides a list of namespaces and their indices used for BrowseNames in this document. The default namespace of this document is not listed since all BrowseNames without prefix use this default namespace.

Table 18 – Namespaces used in this document
NamespaceURI Namespace Index Example
http://opcfoundation.org/UA/00:EngineeringUnits
http://opcfoundation.org/UA/Machinery/22:Monitoring
http://opcfoundation.org/UA/ECM/33:Volume
http://opcfoundation.org/UA/IA/44:HasStatisticComponent

12 (normative)OPC UA for Machinery Namespace and mappings

NodeSet and supplementary files for OPC UA for Machinery Information Model

The OPC UA for Machinery Information Model is identified by the following URI:

http://opcfoundation.org/UA/Machinery/Energy/

Documentation for the NamespaceUri can be found here.

The NodeSet associated with this version of specification can be found here:

https://reference.opcfoundation.org/nodesets/?u=http://opcfoundation.org/UA/Machinery/Energy/&v=1.00&i=1

The NodeSet associated with the latest version of the specification can be found here:

https://reference.opcfoundation.org/nodesets/?u=http://opcfoundation.org/UA/Machinery/Energy/&i=1

Supplementary files for the OPC UA for Machinery Information Model can be found here:

https://reference.opcfoundation.org/nodesets/?u=http://opcfoundation.org/UA/Machinery/Energy/&v=1.00&i=2

The files associated with the latest version of the specification can be found here:

https://reference.opcfoundation.org/nodesets/?u=http://opcfoundation.org/UA/Machinery/Energy/&i=2

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