Craftsman Smart Factory study materials
Craftsman Smart Factory study resources

Craftsman Smart Factory key terms

Craftsman Smart Factory · Get comfortable with the vocabulary.

Operational Technology (OT)

Hardware and software that monitor or control physical industrial processes, such as PLCs, sensors, and drives. Unlike IT, OT prioritizes availability, determinism, and physical safety over confidentiality.

Related: Industrial IoT Gateway, Purdue Model
Industrial IoT Gateway

An edge device that collects data from shop-floor equipment using industrial protocols and forwards it to higher-level systems, often normalizing formats and adding store-and-forward buffering during network outages.

Related: Operational Technology (OT), OPC UA, Edge Computing
Digital Shadow

A one-way data link that mirrors a physical asset's current state in a digital model. Data flows from the asset to the model, but changes in the model do not affect the physical asset.

Related: Digital Twin, Asset Administration Shell (AAS)
Digital Twin

A synchronized virtual representation of a physical asset or process that receives live data and can be used for simulation, prediction, and what-if analysis. Bidirectional links allow the model to inform physical decisions.

Related: Digital Shadow, Asset Administration Shell (AAS), Predictive Maintenance
Asset Administration Shell (AAS)

A standardized digital envelope describing an Industrie 4.0 asset through submodels such as identification, technical data, and capabilities. It enables vendor-neutral exchange of asset information across companies and lifecycle phases.

Related: Digital Twin, OPC UA
Purdue Model

A hierarchical reference architecture that separates industrial control levels from enterprise IT, typically from field devices at Level 0 up to the enterprise network at Level 4 and beyond, guiding segmentation and conduit design.

Related: Industrial DMZ, Operational Technology (OT), Network Segmentation
Industrial DMZ

A buffer network zone between OT and enterprise IT that terminates and brokers all cross-zone traffic. It prevents direct connections from business systems into control networks and hosts mirrored data services.

Related: Purdue Model, Network Segmentation
Network Segmentation

Dividing a network into isolated zones with controlled paths between them, limiting the spread of malware and unauthorized access. In factories, zones often follow cell, line, or safety boundaries.

Related: Industrial DMZ, Purdue Model
OPC UA

A platform-independent, secure communication standard for industrial data exchange. It provides built-in authentication, encryption, and an information model that describes not just values but their meaning and structure.

Related: Industrial IoT Gateway, MQTT, Asset Administration Shell (AAS)
MQTT

A lightweight publish-subscribe messaging protocol using a broker to route messages between clients. Its small overhead and quality-of-service levels suit constrained devices and telemetry collection in factories.

Related: OPC UA, Edge Computing
Modbus

A simple, widely deployed master-slave protocol for reading and writing registers in industrial devices. It lacks native authentication and encryption, so it is usually confined to trusted control networks.

Related: PROFINET, Operational Technology (OT)
PROFINET

An industrial Ethernet standard used for real-time communication between controllers and field devices. It supports cyclic I/O data, diagnostics, and device profiles for deterministic automation networks.

Related: Modbus, PLC Scan Cycle
Time-Sensitive Networking (TSN)

A set of Ethernet standards providing deterministic, low-latency delivery by scheduling traffic with time synchronization and priority queues. It allows converged networks to carry both control and general data.

Related: PROFINET, Network Segmentation
Programmable Logic Controller (PLC)

A rugged industrial computer that executes a stored control program in a repeating scan, reading inputs, solving logic, and updating outputs. It is the workhorse of discrete and process automation.

Related: PLC Scan Cycle, Ladder Logic, Safety Instrumented System (SIS)
PLC Scan Cycle

The repeating execution sequence of a controller: read inputs, execute the program, update outputs, and perform housekeeping. Scan time affects control responsiveness and must suit the process dynamics.

Related: Programmable Logic Controller (PLC), Ladder Logic
Ladder Logic

A graphical programming language for controllers that resembles relay circuits, with rungs of contacts and coils. It remains the most common language in discrete manufacturing due to its electrician-friendly notation.

Related: Programmable Logic Controller (PLC), PLC Scan Cycle
Safety Instrumented System (SIS)

An independent protection layer that detects hazardous conditions and drives the process to a safe state. It is engineered and certified to a target safety integrity level, separate from basic process control.

Related: Functional Safety, Programmable Logic Controller (PLC)
Functional Safety

The part of safety that depends on a system responding correctly to its inputs, assessed through risk analysis and safety integrity levels. It covers design, validation, and proof testing of protective functions.

Related: Safety Instrumented System (SIS), Safety Integrity Level (SIL)
Safety Integrity Level (SIL)

A discrete rating of the risk reduction a safety function provides, derived from the probability of dangerous failure on demand or per hour. Higher levels demand stricter engineering and verification evidence.

Related: Functional Safety, Safety Instrumented System (SIS)
Collaborative Robot (Cobot)

A robot designed to share workspace with people, using force limits, speed monitoring, and safety-rated sensing instead of full physical guarding. Risk assessment still determines whether and how it may operate.

Related: End Effector, Functional Safety
End Effector

The tool mounted at the end of a robot arm, such as a gripper, welder, or dispenser. Its mass and geometry affect payload limits, cycle time, and collision risk during programming.

Related: Collaborative Robot (Cobot), Robot Teach Pendant
Robot Teach Pendant

A handheld control unit used to jog a robot, record positions, and build programs. On modern systems it also displays diagnostics and can set safety configurations with restricted access.

Related: End Effector, Collaborative Robot (Cobot)
Overall Equipment Effectiveness (OEE)

A productivity metric multiplying availability, performance, and quality, each expressed as a fraction. It reveals where losses occur and is a common first target for manufacturing analytics programs.

Related: Manufacturing Execution System (MES), Predictive Maintenance
Manufacturing Execution System (MES)

Software that manages and records production execution: work orders, routing, material tracking, quality checks, and genealogy. It bridges enterprise planning systems and shop-floor control equipment.

Related: Overall Equipment Effectiveness (OEE), Historian
Historian

A time-series database optimized for high-volume process data, storing timestamped tags with compression and retrieval for trends and reports. It feeds analytics without loading control networks directly.

Related: Manufacturing Execution System (MES), Edge Computing
Edge Computing

Processing data near its source rather than in a distant data center, reducing latency and bandwidth use. In factories it enables local filtering, anomaly detection, and continued operation during WAN outages.

Related: Industrial IoT Gateway, Historian
Predictive Maintenance

Using equipment condition data and models to forecast failures and schedule intervention before breakdown. It typically draws on vibration, temperature, and current signals combined with historical failure records.

Related: Condition Monitoring, Digital Twin
Condition Monitoring

Continuous or periodic measurement of machine parameters such as vibration, temperature, and oil debris to detect developing faults. It supplies the raw signals that predictive maintenance models rely on.

Related: Predictive Maintenance, Vibration Analysis
Vibration Analysis

Interpreting machine vibration spectra to identify faults such as imbalance, misalignment, bearing wear, or looseness. Characteristic frequencies relate to shaft speed and bearing geometry.

Related: Condition Monitoring, Predictive Maintenance
Digital Thread

The connected flow of product and process data across design, engineering, manufacturing, and service. It preserves traceability and lets downstream users see the assumptions behind upstream decisions.

Related: Digital Twin, Asset Administration Shell (AAS)
Zero Trust

A security model that authenticates and authorizes every request regardless of network location, rather than trusting anything inside a perimeter. It suits factories where flat trusted networks are common.

Related: Network Segmentation, Industrial DMZ
Industrial Control System (ICS) Incident Response Plan

Documented procedures for detecting, containing, eradicating, and recovering from cyber incidents affecting production equipment. It must account for safety consequences and coordination between IT and OT staff.

Related: Zero Trust, Safety Instrumented System (SIS)
Change Management in Manufacturing

Controlled handling of modifications to processes, software, and equipment, including impact review, approval, testing, and rollback plans. It prevents unplanned disruptions and preserves validated states.

Related: Factory Acceptance Test (FAT), Digital Thread
Factory Acceptance Test (FAT)

A structured test of equipment or a system at the supplier's site against agreed specifications before shipment. It reduces site rework and provides documented evidence of conformance.

Related: Site Acceptance Test (SAT), Change Management in Manufacturing
Site Acceptance Test (SAT)

Verification after installation that a system performs correctly in its actual plant environment, including interfaces with existing equipment and networks. It confirms readiness for handover to operations.

Related: Factory Acceptance Test (FAT), Change Management in Manufacturing
Value Stream Mapping

A visual method that charts material and information flow to expose waste, waiting, and excessive inventory. It is often the first step in planning smart factory improvements before adding technology.

Related: Overall Equipment Effectiveness (OEE), Change Management in Manufacturing
ISA-95

An international standard defining integration models and terminology between enterprise systems and manufacturing operations. Its hierarchy of levels helps scope MES and data exchange projects.

Related: Manufacturing Execution System (MES), Purdue Model
Cybersecurity Framework for OT

Structured guidance such as IEC 62443 that defines zones, conduits, security levels, and requirements for industrial automation systems. It supports risk-based design and supplier assurance.

Related: Network Segmentation, Industrial DMZ, Zero Trust
Data Normalization in Manufacturing

Converting measurements from different machines and protocols into consistent units, timestamps, and naming so they can be compared and analyzed. It is a prerequisite for reliable analytics and benchmarking.

Related: Historian, Industrial IoT Gateway