Skip to content

Terminology

Cloud-Native DCS presents itself to end users as a control system. The Kubernetes cluster underneath stays out of user-facing language. This page maps user-facing terms to the underlying infrastructure concepts.

User-Facing Terms

User Term Infrastructure Notes
Control system Kubernetes cluster The overall deployment of Cloud-Native DCS
Controller Kubernetes node A physical computing device — an edge device such as an x86_64 industrial PC
Site Namespace (site-{name}) A physical location; maps to a Kubernetes namespace
Enterprise Cluster-scoped CRD Top-level organization
Unit runtime Pod Per-unit pod that bridges K8s and hardware
Enroll a device Register a joined node as a Controller Joining the node to the cluster is the deployment layer's job (machine config, join token, …); the product then binds the node to a site Controller. See Device Enrollment.
Web UI Gateway static site at https://<gateway>/ Three role-aligned endpoints share one browser session
HMI (Human-Machine Interface) Gateway endpoint /hmi The operations endpoint specifically — live process display, batch execution, alarms. Not a synonym for the whole Web UI.
System endpoint Gateway endpoint /system Engineering workspace: configuration, recipes, diagnostics
Data endpoint Gateway endpoint /data Production information: trends, audit trail, batch records, alarm history

ISA-88 Terms

The terms below are defined in ISA-88.00.01 Clause 3 and used throughout the Web UI, CRDs, and this documentation. The right column shows how each term maps to a Cloud-Native DCS resource.

Physical model

The "Closest analog" column maps each term onto concepts from other common automation toolchains. See Mental Models for the narrative explanation.

ISA-88 Term Definition CRD / Resource Closest analog
Enterprise The business entity responsible for one or more sites. Enterprise (cluster-scoped) Same term everywhere — the top-level business unit.
Site A physical, geographical, or logical grouping of process cells. Site (cluster-scoped) — creates namespace site-{name} A plant or facility in most toolchains.
Area A physical, geographical, or logical subdivision of a site containing process cells. Area (namespaced) An area or production line within a plant.
Process cell A logical grouping of equipment required for the production of one or more batches. ProcessCell (namespaced) A batch cell or train — the set of units that cooperate on one batch.
Unit A collection of associated control modules that performs one or more major processing activities (e.g. a reactor, a mix tank, a filter-dryer). Unit (namespaced) — one runtime pod per unit A reactor/mixer/dryer instance in a class-based DCS library, or an equipment instance in a PLC I/O tree. One pod per Unit runs the control logic.
Control module The smallest addressable piece of equipment — a valve, a sensor, a modulating output, a PID loop. ControlModule (namespaced); see Control Modules library A reusable function-block wrapper: an AOI instance in a ladder/ST environment, or a device object in a class-based DCS library.

Procedural model

The procedural model defines what the equipment does. It is a four-level hierarchy mirroring the physical model.

ISA-88 Term Definition CRD / Resource Closest analog
Procedure The highest level of the procedural hierarchy — the strategy for making a batch. Executes against the process cell. Procedure (namespaced) The top-level recipe flow in a batch manager.
Unit procedure A strategy for carrying out a contiguous production sequence within a single unit. UnitProcedure (namespaced); templates under Operation & Unit-Procedure Templates A unit-scoped subroutine that composes several operations; the layer just above 'phase' in most batch-manager software.
Operation An ordered set of phases that take the material being processed from one state to another, usually involving a physical or chemical change (e.g. a CIP rinse operation). Operation (namespaced); templates under Operation Templates A subroutine that calls several phase routines in order. A reusable sub-sequence within a unit procedure.
Phase The lowest level of the procedural hierarchy — drives a bounded action (fill, heat, agitate, drain, …). Phase (namespaced); templates under Phase Templates A parameterized routine, or a Phase Class in a class-based DCS library. By project convention each phase is authored as an SFC chart; the CRD also exposes bare-ST fields (actionST, holdingST, …) as a discouraged fallback (only the legacy Logic field carries a formal deprecation marker).

Recipe model

Recipes are the descriptive information needed to produce a specific product.

ISA-88 Term Definition CRD / Resource Closest analog
Master recipe Equipment-specific recipe bound to a process cell, ready to be scheduled. MasterRecipe (namespaced); examples under Master Recipes The equipment-bound recipe a batch manager actually schedules.
Control recipe A runnable instance of a master recipe for a specific batch. Created automatically when a batch is scheduled. ControlRecipe (namespaced, controller-generated) The per-batch runtime copy of a master recipe generated at schedule time.
Batch An entity that represents the material produced by a single execution of a control recipe. Batch (namespaced) A batch ID / batch object in a batch-execution system.

See Recipes for the cascade in practice and ISA-88 Traceability for the full requirement mapping.

Other resources

Resources outside the core ISA-88 physical/procedural/recipe hierarchy that still surface in the Web UI, CLI, and CRs.

Control logic

Term Definition CRD / Resource
Function block type Reusable IEC 61131-3 function block definition (ST or FBD) available to unit runtimes. FunctionBlockType (cluster-scoped)
Control module template Reusable control-module blueprint bound to specific hardware at instantiation. ControlModuleTemplate (cluster-scoped)
Control program An ST/FBD program deployed to a unit runtime outside the phase hierarchy (e.g. background interlocks). ControlProgram (namespaced)
Coordination block Cross-unit synchronization primitive used by multi-unit recipes. Shipped in the full chart — see Architecture. CoordinationBlock (namespaced)

Alarms, audit, change control

These resources carry the bulk of the 21 CFR Part 11 compliance surface.

Term Definition CRD / Resource
Alarm definition Declarative alarm rule (condition, priority, message) attached to a control module or unit. AlarmDefinition (namespaced)
Alarm A live alarm instance raised by an alarm definition. Alarm (namespaced)
Audit record Immutable, HMAC-sealed record of an operator action or system event. AuditRecord (namespaced) — archived to PostgreSQL by audit-archiver
Change control policy Governs which CR kinds require an approval workflow before apply. ChangeControlPolicy (cluster-scoped)

HMI, I/O

Term Definition CRD / Resource
IO module A remote-I/O chassis/coupler (Modbus, EtherNet/IP, OPC UA) addressed by control modules. IOModule (namespaced)
Controller A device node enrolled into the control system — runs one or more unit runtimes. Controller (namespaced)

Acronyms

Acronyms used throughout this documentation, grouped by topic. Expansions follow the standards body or common industry usage.

Standards, regulations & qualification

Acronym Expansion Notes
DCS Distributed Control System The product category Cloud-Native DCS targets.
ISA-88 ANSI/ISA-88.00 — Batch Control Also published as IEC 61512. See ISA-88 Traceability.
ISA-95 ANSI/ISA-95 — Enterprise-Control System Integration Defines the MES/control-system boundary. See MES Integration.
IEC 61131-3 Programmable controllers — Part 3: Programming languages Source of ST, SFC, and FBD. See Structured Text.
IEC 61499 Function blocks for industrial-process measurement and control Legacy reference; the project has migrated to IEC 61131-3.
IEC 62443 Security for industrial automation and control systems See IEC 62443 Traceability.
21 CFR Part 11 FDA regulation on electronic records and electronic signatures See 21 CFR Part 11.
IQ / OQ / PQ Installation / Operational / Performance Qualification Computer-system validation phases. See Executable Validation.
BPR Batch Production Record Defined by ISA-88 Part 4; exposed as BatchRecord.

Protocols, formats & infrastructure

Acronym Expansion Notes
MQTT Message Queuing Telemetry Transport Pub/sub protocol used for telemetry. See MQTT Telemetry.
OPC UA Open Platform Communications — Unified Architecture Industrial client/server protocol; one of the supported I/O drivers.
EtherNet/IP Ethernet Industrial Protocol ODVA-standard protocol for remote I/O.
Modbus TCP Modbus over TCP/IP Widely used remote-I/O protocol; default for Wago 750 couplers.
REST Representational State Transfer Gateway HTTP API style. See REST API.
gRPC Google Remote Procedure Call HTTP/2 RPC framework; used for gateway↔runtime health and control.
OTLP OpenTelemetry Protocol Trace/metric export format. See Monitoring and Metrics.
B2MML Business To Manufacturing Markup Language XML schema for ISA-95 exchanges. See MES Integration.
CRD Custom Resource Definition Kubernetes extension mechanism; every DCS resource type is a CRD.
API Application Programming Interface Also overloaded below as "Active Pharmaceutical Ingredient" in recipe contexts.
CLI Command-Line Interface The dcs binary. See CLI Reference.
UI User Interface The browser-based gateway front end.
HA High Availability See High Availability.
I/O Input / Output Signals to and from field devices.
k3s Lightweight Kubernetes distribution One of several Kubernetes distributions a deployment may run on; the product is distribution-agnostic.

Security & identity

Acronym Expansion Notes
OIDC OpenID Connect Web-UI authentication protocol. See Security Hardening.
RBAC Role-Based Access Control Kubernetes-native authorization model; DCS roles layer on top.
ACL Access Control List Per-topic MQTT authorization rules.
TLS Transport Layer Security Encrypted transport for all external endpoints.
mTLS Mutual TLS Both client and server present certificates; used on the internal bus.
HMAC Hash-based Message Authentication Code Tamper-evident seal on audit records.
SHA-256 Secure Hash Algorithm, 256-bit Hash primitive used throughout the audit chain.
SIEM Security Information and Event Management External system that ingests DCS security events.
ESO External Secrets Operator Kubernetes operator that syncs secrets from an external vault.

Control, logic & process operations

Acronym Expansion Notes
SFC Sequential Function Chart IEC 61131-3 graphical language; by convention each Phase is authored as one SFC chart. See Phases.
FBD Function Block Diagram IEC 61131-3 graphical language for interconnected function blocks.
ST Structured Text IEC 61131-3 textual language. See Structured Text.
FB Function Block Reusable ST or FBD routine with internal state.
PID Proportional-Integral-Derivative Classical feedback controller; available as a pid-loop control module.
PLC Programmable Logic Controller Traditional industrial controller; Cloud-Native DCS plays this role in software.
SCADA Supervisory Control And Data Acquisition Upstream visualization tier. See SCADA Integration.
HMI Human-Machine Interface See the user-facing term above — specifically the /hmi operations endpoint.
MES Manufacturing Execution System Upstream order/recipe management tier. See MES Integration.
CIP Clean-In-Place Automated cleaning cycles. Example recipes under sim-cip-cycle-m1.
WFI Water For Injection Pharmaceutical-grade water used in reactor and tank simulations.
API (pharma) Active Pharmaceutical Ingredient The end product of an isolation recipe; do not confuse with HTTP API.

Guidelines

  • User-facing text (web UI, end-user documentation) should use control system. "Cluster" is the deprecated term there.
  • Developer-facing text (CONTRIBUTING.md, Go comments referencing Kubernetes API concepts, kubebuilder markers) may use "cluster" where it refers to the Kubernetes concept directly (e.g., scope=Cluster, "cluster-scoped CRD").
  • When both audiences overlap, prefer "control system" with a parenthetical note if the Kubernetes term is needed for clarity.