Files
3yearplan/README.md
Joseph Doherty 5953685ffb Seed the canonical OT schemas content under 3yearplan/schemas/ as a temporary location until a dedicated schemas repo is created (Gitea push-to-create is disabled, the dedicated repo needs a manual UI step). Initial seed contributed by the OtOpcUa team to unblock the EquipmentClassRef integration timeline (lmxopcua decision #112) and to provide the future cross-team owner with a concrete starting point rather than a blank slate. Marked DRAFT throughout with prominent "ownership TBD" framing in README and CONTRIBUTING — the future owner team should treat this seed as a starting point and revise format / structure / naming as the open questions in README "Open Questions" get resolved.
Includes: README explaining purpose / scope / temporary-location framing / format decision, CONTRIBUTING.md with proposed workflow + per-class semver versioning policy + validation commands, format/equipment-class.schema.json defining the shape of a class template (classId, version, displayName, applicability, signals, alarms, optional stateModel), format/tag-definition.schema.json defining the shape of a single canonical signal (name, dataType, category, unit, isArray, accessLevel, writeIdempotent, isHistorized, scaling), format/uns-subtree.schema.json defining the shape of a per-site UNS subtree (enterprise + site + areas + lines), classes/fanuc-cnc.json as the worked pilot class with 16 signals + 3 alarms + suggested state-derivation notes (per OtOpcUa corrections doc D1), uns/example-warsaw-west.json as a worked UNS subtree example, docs/overview.md (what / why / lifecycle / what's NOT in this repo), docs/format-decisions.md (8 numbered decisions covering JSON Schema choice per corrections D2, per-class semver, additive-only minor bumps, _default placeholder reservation, signal-name vs UNS-segment regex distinction, stateModel-as-informational, no per-equipment overrides at this layer, applicability.drivers as OtOpcUa driver enumeration), docs/consumer-integration.md (how OtOpcUa / Redpanda / dbt each integrate). $id URLs in the JSON schemas resolve at the actual current path so validators don't 404.

Top-level README adds a row to the Component Detail Files table pointing to schemas/. Corrections doc B2 (schemas-repo dependencies) marked partially RESOLVED with the seed location and a list of what still needs the plan team or cross-team owner to decide (owner team naming, dedicated repo migration, format-decision ratification, FANUC CNC pilot confirmation, CI gate setup, Redpanda + dbt consumer integration plumbing).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 12:35:27 -04:00

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Markdown

# 3-Year Plan: Shopfloor IT/OT Transformation
A 3-year plan for transforming and enhancing shopfloor IT/OT interfaces and data collection — bridging IT and OT layers, improving operator interfaces, and upgrading data collection pipelines.
## Vision
A **stable, single point of integration between shopfloor OT and enterprise IT**.
## Three Pillars (binary at end of plan)
1. **Unification** — 100% of sites on the standardized stack (OtOpcUa + ScadaBridge + Redpanda + SnowBridge + Snowflake/dbt).
2. **Analytics / AI Enablement** — machine data in Snowflake with a ≤15-minute analytics SLO; at least one "not possible before" use case in production.
3. **Legacy Retirement** — zero remaining bespoke IT/OT integration paths outside ScadaBridge.
## Key Architecture
```
Layer 1 Equipment (PLCs, controllers, instruments)
Layer 2 OtOpcUa (unified site-level OPC UA — single session per equipment, two namespaces)
Layer 3 SCADA (Aveva System Platform + Ignition)
Layer 4 ScadaBridge (sole IT/OT crossing point)
─── IT/OT Boundary ───
Enterprise IT (Camstar, Delmia, Snowflake, Power BI, SnowBridge)
```
The plan also declares a **Unified Namespace (UNS)** composed of OtOpcUa + Redpanda + canonical model in `schemas` repo + dbt curated layer, with a 5-level naming hierarchy standard (Enterprise → Site → Area → Line → Equipment).
## Plan Documents
| File | Purpose |
|---|---|
| [`current-state.md`](current-state.md) | Snapshot of today's systems, integrations, and pain points |
| [`goal-state.md`](goal-state.md) | Target end-state: architecture, components, success criteria, UNS, canonical model |
| [`roadmap.md`](roadmap.md) | 7 workstreams x 3 years migration grid |
| [`STATUS.md`](STATUS.md) | Working-session bookmark — where we left off, pending items |
### Component Detail Files
| File | Purpose |
|---|---|
| [`current-state/legacy-integrations.md`](current-state/legacy-integrations.md) | Pillar 3 denominator: 3 legacy IT/OT integrations to retire |
| ~~`current-state/equipment-protocol-survey.md`~~ | Removed — protocol survey no longer needed; OtOpcUa v2 team committed driver list directly |
| [`goal-state/digital-twin-management-brief.md`](goal-state/digital-twin-management-brief.md) | Digital twin management conversation brief (completed) |
| [`schemas/`](schemas/) | Canonical OT equipment definitions (DRAFT seed contributed by OtOpcUa team — UNS hierarchy + equipment-class templates + format JSON Schemas + worked FANUC CNC pilot). Temporary location until a dedicated `schemas` repo is created and an owner team is named — see `schemas/README.md` |
### Output Generation
| File | Purpose |
|---|---|
| [`outputs/README.md`](outputs/README.md) | How to regenerate PPTX + PDF from plan source |
| [`outputs/presentation-spec.md`](outputs/presentation-spec.md) | 18-slide mixed-stakeholder deck structure |
| [`outputs/longform-spec.md`](outputs/longform-spec.md) | Faithful-typeset PDF structure |
Trigger: `regenerate outputs`, `regenerate presentation`, or `regenerate longform` in a Claude Code session.
## Conventions
- Everything in markdown — no proprietary formats.
- `_TBD_` marks gaps that still need filling.
- Decisions are captured inline with rationale; don't re-open without new information.
## Working with Claude Code
This repo includes a [`CLAUDE.md`](CLAUDE.md) file that orients Claude Code sessions to the plan's structure and conventions. Resume work with:
```
claude --resume <session-id>
```
or start a new session in this directory — `CLAUDE.md` and `STATUS.md` provide enough context to pick up where the last session left off.