8704f9e455
goal-state.md: schemas-repo seed paragraph (line 574) now reflects the `_base` equipment-class template (universal cross-machine baseline that every other class extends), explicit alignment to OPC UA Companion Spec OPC 40010 (Machinery) for the Identification component + MachineryOperationMode enum, OPC UA Part 9 for alarm-summary fields (HasActiveAlarms, ActiveAlarmCount, HighestActiveAlarmSeverity), ISO 22400 for lifetime counters (TotalRunSeconds, TotalCycles) that feed Availability + Performance KPIs, the canonical state vocabulary declared in `_base.stateModel`, and the OtOpcUa central config DB extension with 9 nullable OPC 40010 identity columns (Manufacturer, Model, SerialNumber, HardwareRevision, SoftwareRevision, YearOfConstruction, AssetLocation, ManufacturerUri, DeviceManualUri). Updated format-decisions count from 8 to 10 (added D9 _base+extends inheritance, D10 category→folder mapping). Multi-identifier section (line 156) gains a paragraph describing the OPC 40010 fields as additional first-class metadata beyond the five identifiers, with the operator-set / driver-dynamic-override pattern documented.
roadmap.md: OtOpcUa Year 1 cell (line 66) gains the universal `_base` equipment-class template seeded by the OtOpcUa team, with explicit OPC 40010 / OPC UA Part 9 / ISO 22400 references and the rationale ("avoids per-class drift in identity / state / alarm field naming and ensures every machine in the estate exposes the same baseline metadata regardless of vendor").
handoffs/otopcua-corrections-2026-04-17.md: appended a Round 3 addendum capturing the four follow-on additions (ACL design closing B1, dev-environment two-tier model, cutover scope removal closing C5, `_base` template + OPC 40010 columns building on B2). Updated summary table marks B1 / C1 / C5 as CLOSED, B2 as PARTIALLY CLOSED. Round 3 additions are committed in lmxopcua at `4903a19` and `d8fa3a0`, and in 3yearplan at `5953685` and `cd85159`.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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)
- Unification — 100% of sites on the standardized stack (OtOpcUa + ScadaBridge + Redpanda + SnowBridge + Snowflake/dbt).
- Analytics / AI Enablement — machine data in Snowflake with a ≤15-minute analytics SLO; at least one "not possible before" use case in production.
- 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 |
Snapshot of today's systems, integrations, and pain points |
goal-state.md |
Target end-state: architecture, components, success criteria, UNS, canonical model |
roadmap.md |
7 workstreams x 3 years migration grid |
STATUS.md |
Working-session bookmark — where we left off, pending items |
Component Detail Files
| File | Purpose |
|---|---|
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 |
Digital twin management conversation brief (completed) |
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 |
How to regenerate PPTX + PDF from plan source |
outputs/presentation-spec.md |
18-slide mixed-stakeholder deck structure |
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 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.