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input #1 at www.controleng.com/information
PLC
HMI
ALL IN ONE
4.3" 3.5"
www.unitronics.com
input #2 at www.controleng.com/information
Vol. 63
Number 4
Features
Cover: System integration
28
Best practices and technologies to help
28 How system integrators, plant owners should collaborate
on an automation project COVER: When considering a plant upgrade or new project, the integrator and cus-
30 Financial benefits of combining automation and safety projects tomer must come to terms on which technologies will fulfill the overall objectives
best. Courtesy: Maverick Technologies
32 Industrial networking technologies add value
to existing infrastructure
34 Contextual mobility for monitoring and control
36 Two reminders and six steps to market to engineers
Virtualization virtues
38 Core-isolation enables virtualization for industrial applications
39 Distillery saves times and money with virtualization
40 Benefits of a virtualized power management strategy
In order to succeed in a highly competitive industry, you need every edge you can get. You can improve
productivity with intelligent analysis of real-time data from your remote assets, but you need to make sure
that you dont also expose those assets to unauthorized access. With industrial secure routers like
Moxas EDR-810, your operations are protected while remote assets collect, share, and act on data.
Its easier than you think. Find out more at www.moxa.com.
EDR-810
Industrial Secure Router
input #3 at www.controleng.com/information
Corey Stefanszak, Senior System Architect
Todd Williams, Vice President, Systems Integration
input #4 at www.controleng.com/information
APRIL 2016
Vol. 63
Number 4
Inside Machines
Appears after page 65; If not, see the Digital Edition:
M1
www.controleng.com/DigitalEdition
M3 Improving robotics
with model-based control
Model-based control results in robotic systems moving faster
and more accurately, with greater throughput.
17 IT Insight
Manufacturing software development:
Bigger is not always better
18 Integrator Update
Integrated controls and information system adds
product consistency, quality
80 Back to Basics
Critical infrastructure specialists
News
20 Communication system assists human-robot teams
Trending New Products Control Systems Process Manufacturing Discrete Manufacturing System Integration Networking & Security Info Management Education & Training
www.controleng.com
1.800.433.5700
Allied Electronics, Inc 2015. Allied Electronics and the Allied Electronics logo are trademarks of Allied Electronics, Inc. An Electrocomponents Company.
input #5 at www.controleng.com/information
THINK AGAIN automation applications
1111 W. 22nd St. Suite 250, Oak Brook, IL 60523
630-571-4070, Fax 630-214-4504
Content Specialists/Editorial
S
for 2020 attracts young engineering prospects, among other benefits. 630-571-4070 x2220, eguenther@cfemedia.com
Contributing Content Specialists
Frank J. Bartos, P.E., braunbart@sbcglobal.net
Peter Welander, PWelander@CFEMedia.com
Smart applications of automation ers oil rig drill bits. The company also repairs Vance VanDoren, Ph.D., P.E., controleng@msn.com
technologies save money, time, improve qual- and recertifies competitors drives, so Holliday Suzanne Gill, Control Engineering Europe
suzanne.gill@imlgroup.co.uk
ity, decrease downtime, and, perhaps, in an understands the high cost of unplanned down- Ekaterina Kosareva, Control Engineering Russia
unintended benefit, can attract younger engi- time for the 200 hp to 1,500 hp units. Equip- ekaterina.kosareva@fsmedia.ru
neers. These were among application presenta- ment usually is taken apart after 5 years, but Wojciech Stasiak, Control Engineering Poland
wojciech.stasiak@trademedia.us
tions at the ARC Group Industry Forum, Feb. rebuilding based on actual wear rather than an Luk Smelk, Control Engineering Czech Republic
8 to 11, in Orlando, Fla. average, saves resources. Embedded sensors lukas.smelik@trademedia.us
help with warranty claims. The new system Aileen Jin, Control Engineering China
aileenjin@cechina.cn
Shop-floor data network uses a field agent, subscription service, cloud- Publication Services
Rocky Rowland, a Mazak production based server with analytical software. Jim Langhenry, Co-Founder/Publisher, CFE Media
manager, talked about how a shop-floor data Customers now want data, but dont know 630-571-4070, x2203; JLanghenry@CFEMedia.com
network in the Florence, Ky., Mazak manufac- what to do with it. This opens more oppor- Steve Rourke, Co-Founder, CFE Media
630-571-4070, x2204, SRourke@CFEMedia.com
turing facility lead to an 8.5% increase in paint tunities for service contracts and better future Trudy Kelly, Executive Assistant,
line utilization in 4 months. The plant makes designs based on analysis, Holliday said. 630-571-4070, x2205, TKelly@CFEMedia.com
simple dashboard was created so the metrics the steps in-between are shown, along with Maria Bartell, Account Director
Infogroup Targeting Solutions
could be easily viewed and improved upon. what happens automatically, to help the opera- 847-378-2275, maria.bartell@infogroup.com
The program will expand, Rowland said, with tor do whats needed, Tijsseling said. The new Rick Ellis, Audience Management Director
303-246-1250, REllis@CFEMedia.com
hardware expected to be offered on Mazak design creates a reliable interface to the pro- Letters to the editor: Please e-mail us your opinions to
machines for sale. Security is built in, and data cess for control, and it is redundant in a smart MHoske@CFEMedia.com or fax us at 630-214-4504.
is processed on the edge, sending a report, way, so any one component of failure doesnt Letters should include name, company, and address,
and may be edited for space and clarity.
rather than a big-data stream. create outage, said Tijsseling. Within 30 sec- Information: For a Media Kit or Editorial Calendar,
onds, an operator can know plant status. The email Trudy Kelly at TKelly@CFEMedia.com.
Fit4Filter
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Once a Rexroth filter element is found, the displayed technical specifications
and various links will aid in the ordering process.
PlanGrid
iOS 6.0+, Android 4.0+
Cost: Free
USB 3 uEye CP USB 3 uEye CP
Company: PlanGrid Inc.
PYTHON 500 PYTHON 1300
Website: www.plangrid.com
800 x 600 px 1280 x 1024 px PlanGrid is a free construction app that lets contractors, owners, and
575 fps 224 fps
architects collaborate with all project plans, specs, and photos on an Apple
iPad. Upload PDF drawings, and the drawings automatically sync in real time
USB 3 uEye CP USB 3 uEye CP to all iPads in use by the team. Any markups also can easily be shared with
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input #8 at www.controleng.com/information
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research
2015 SYSTEM INTEGRATION STUDY:
RMC75 and RMC150 Motion Controllers Most recent system integration project
Schedule Budget
Don't know Don't know
Not on time 11% Not on budget 9%
Looking at their most recently completed system integration project, 54% of respon-
dents indicated an on-time delivery, and 64% were able to adhere to the budget initially
settled upon. Courtesy: Control Engineering
input #11 at www.controleng.com/information www.controleng.com/ce-research FOR MORE RESEARCH INFORMATION
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for the transition?
Are countries preparing for the shift In view of greater robotics and automation,
in education as more automation and robotics enterprises must have sufficient long-term
make manufacturing more competitive? planning in place to train or hire more spe-
The World Economic Forum stated recent- cialized personnel in engineering design and
ly that by 2020, the development of science and equipment maintenance in enterprises. While
technology will lead to net losses of more than industrial robots may be considered the model
5 million jobs in 15 developed countries. These of intelligent equipment, in principle there
countries include Australia, China, France, is little distinction between robotic intelli-
Germany, India, Italy, Japan, U.K., and U.S. gence and highly automated production equip-
Stone Shi is execu-
Some statistical data indicates that the quanti- ment. As market demands accelerate, industrial
tive editor-in-chief, Con-
ty of labor force in 15 major economic entities robot systems seem unlikely to meet continu-
trol Engineering China.
accounts for approximately 65% of the global ously changing production demands, with time
Courtesy: Control
labor force, which means that the development required for setup and debugging.
Engineering China
of robots and artificial intelligence technologies While the phrase replacing humans with
will lead to unemployment of about 10 million machines sounds an alarm, people should real-
people globally in the next 5 years. ize that the primary cause of unemployment
The World Economic Forum also estimates is market competition rather than industrial
there may be 7.1 million fewer job posts through robots. This is almost an irreversible trend.
layoffs and job elimination, automation, or dis-
intermediation, as 2.1 million new jobs will be Orderly transition, not disruption
created. The new positions focus on more special- Klaus Schwab, founder and executive chair-
ized fields, such as computer, mathematics, archi- man of the World Economic Forum, said, If
tecture, and engineering. The formation of these no urgent and targeted action is taken today to
new job posts may partially offset negative impact make planning of short-term transformation and
brought by the reduction of job posts. However, if establish labor force with technology required in
MORE not handled in advance, the advantages of such a the future, governments of various countries will
ADVICE transformation may be fewer than expected. have to confront continuously increasing unem-
While replacing humans with machines may ployment rate, social inequality, and business
KEY CONCEPTS be the first thought, increasing use of robotics is environment in which consumer groups increas-
While automation and robotics can
save manufacturers from shutdowns, a growth area for many industries. ingly shrink in the future.
are workers prepared for a shift in In other words, if we are faced with demands
roles? Timing for more robots? to substitute machines for humans more urgent-
Wholesale layoffs because of For administrators in manufacturing enter- ly in rigorous competition, it may be difficult to
robots seem unlikely in the short term. prises, is replacing workers the greatest value of practically advance rapidly with lack of appro-
Are manufacturers and workers industrial robots? Do workers need to be con- priate talent, technology thresholds, investment
ready if a faster shift to automation
is needed?
cerned about layoffs in the short term? costs, etc. This is the advanced warning many
While some have called for substituting Chinese manufacturing enterprises need. Are we
GO ONLINE machines for humans, there is still a long way really ready? ce
www.controleng.com/international
to go before robots replace a large number of
www.cechina.cn
workers. For many locations, the cost to pur-
www.controleng.com/robotics
chase and implement industrial robot systems
CONSIDER THIS cannot be ignored. Most establishments seem Stone Shi is executive editor-in-chief, Control
Are countries and manufacturers
helping workers make the needed
likely to choose incremental investments, rather Engineering China; edited by Mark T. Hoske,
transitions as manufacturers become than large-scale implementations seeking quick content manager, Control Engineering, CFE
increasingly automated? money. Media, mhoske@cfemedia.com.
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INSIGHT IT & engineering
O
the right people only lead to major headaches down the road for everyone.
One of the advantages of partici- A key point to remember is that the ineffec-
pating in professional organizations is the oppor- tive design and development of software is a peo-
tunity to learn about successful and unsuccessful ple problem, not a technology problem. Improving
automation programming projects. A recent proj- technology allows us to build software faster, but
ect proved the old saying, bigger is not always bet- that doesnt necessarily mean better. Without train-
ter. While bigger may be better for bank accounts ing, knowledge of the underlying solution space,
and dessert servings, it is definitely not better when and some measure of experience, technology tools
applied to programming, system designs, and con- are often wasted.
trol designs. More lines of code in a software pro-
gram do not necessarily equate to better software. Four lessons of software development Dennis Brandl
The key lessons that should be learned in devel- President of BR&L
Write fewer lines of code oping safe, supportable, and robust manufacturing Consulting
The project involved fixing a custom report software are: 1) provide focused training on new
package. The problem was that the engineer was tools or provide the time to experiment and learn
not a programmer and had never received any for- the environment before using it in a production
mal training in software design, software engineer- solution; 2) develop comprehensive policies for
ing, or programming. the review of all software designs before they are
There were no established procedures for soft- committed to code; 3) write procedures on how to
ware development and no policies for design conduct design reviews; and 4) write effective pro-
reviews. The result was a brute force approach, cedures for how to conduct code reviews.
which used a separate function for each specific The purpose of the design review procedures
month and year and excessive code duplication, is to uncover ineffective algorithms, not to judge
with no documentation on the developed software, the designers. In his book Creativity, Inc. Ed Cat-
no comments in the code, and no header descrip- mull, president of Pixar Animation, discusses the
tions on any of the functions. creative process and how it is iterative, and our
Predictably, the report failed, and no one first, second, and even later attempts are often in MORE
remembered how the software was intended to the wrong direction. ADVICE
work. A complete redesign and rewrite fixed the An independent viewpoint often points out the KEY CONCEPTS
problem and reduced the number of lines of code flaws that we cannot see. The purpose of the code Establish procedures for software
from almost 10,000 lines to less than two hundred. reviews is to identify best practice implementation development and create policies for
design reviews.
The lesson that should be learned from this weaknesses. Writers of code, just like writers of
Ineffective software design is not a
example was that a better process was needed to books and screenplays, need editors to review and technology issue; its a people issue.
develop software. No one would expect that giving correct mistakes that the authors cannot see. Mature policies and a strong training
a chemical or electrical engineer a 3D modeling The development of safe and reliable manu- program are vital for developing safe
tool would give him the skills needed to become an facturing software, and especially any control sys- and reliable manufacturing software.
automotive designer and develop a new car design. tem software, requires that there is a high level GO ONLINE
However, too many managers and engineers of maturity in training, policies, procedures, and Read this story online at
think that giving chemical, electrical, or mechani- tools. When combined with good engineers, www.controleng.com for additional in-
cal engineers a programming tool will make them these provide the winning combination for build- formation not found in the print/digital
edition issue of Control Engineering.
software engineers. There is more to effective soft- ing future successes. ce
ware development than just a sophisticated pro- CONSIDER THIS
What best practices and training
gramming package. Tools without training are just Dennis Brandl is president of BR&L Consulting in policies can companies use to cut
engineers toys. Using tools without effective poli- Cary, N.C. Edited by Chris Vavra, production edi- down on potential software develop-
cies and procedures are just hobbies. tor, Control Engineering, cvavra@cfemedia.com. ment mistakes?
MORE
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KEY CONCEPTS
OMEGA Introduces Moving from a manual to an automated process reduced errors and increased
quality as production capacity increased 28%.
Technical Learning System integrator helped integrate software and control technologies.
Visit omega.com/technical-learning GO ONLINE
More details, another photo, and other batch control articles are linked to this
Contact Us Today article online. If reading the digital edition, click on the headline or search on the
headline at www.controleng.com.
1.888.826.6342 | omega.com CONSIDER THIS
Have you had a system integrator help with return on investment analysis of auto-
mating a manual process? In this issue, see the system integration series of articles.
Prices listed are those in effect at the time of publication and are subject to change without notice.
Please contact OMEGAs sales department for current prices.
|
Note: Models with wireless option are approved for use in the US, Canada and Europe only.
COPYRIGHT 2016 OMEGA ENGINEERING, INC ALL RIGHTS RESERVED 18 APRIL 2016 CONTROL ENGINEERING
Historian software tracks key variables for
for the facilitys charging and temperature Whitmore Manufacturing, such as lubricant
control systems. temperature, weight, and mixing time for more
Manufacturing execution system soft- than 20 mixers. The historian information is fed
ware provides a full and accurate view into FactoryTalk VantagePoint EMI software from
into the newly automated lubricant charg- Rockwell Automation, which provides greater
ing and mixing systems with tight integra- accessibility to in-context data and trend reports.
tion with the PLCs and other plant-floor Electronic batch ticketing process to drive work
applications. flow. Each formula is programmed by engineers
Historian software tracks key variables, and requires signoffs before recipes are released
such as lubricant temperature, weight, and to production. Courtesy: Whitmore Manufacturing
mixing time for more than 20 mixers at
the facility. Operators can easily see where
modified batches originated by reviewing
historical and real-time data.
The historian information is fed into
EMI software, which provides greater
accessibility to in-context data and trend
reports and enables operators to analyze
multi-batch data more efficiently.
Whitmore engineers chart connec-
tions between average cycle times and pro-
duction rates. Dashboards allow operators
to monitor and troubleshoot the system
remotely or on a mobile device. The con-
trollers integrated platform and one pro-
gramming environment has minimized
operator interaction with materials.
Whitmore implemented an electronic
batch ticketing process to drive work flow.
Engineers program recipes and formulas in
batch applications, then sign off before rec-
ipes are released to production.
No downtime transition
Whitmore automated more than 20
mixers without downtime and automat-
ed the motor control and charging sys-
tems. Since the implementation of the
automated integrated control and infor-
Safety is not an option.
mation system, Whitmore has reduced
product variation significantly nearly
ACS880 Industrial Drives
eliminating human error.
For lithium-based greases, Whitmore
increased production capacity by 28%,
adding 150 batches per year, and reducing
cycle time an average of nine hours. The
new system has minimized work order
variancesincluding cost and materials
and yield is monitored and controlled.
Once the automation system is integrat-
ed with the enterprise resource planning
system, Whitmore expects even more ben-
efits, including real-time inventory control
and increased reporting. ce
Communication system
assists human-robot teams
Autonomous robots performing a joint Advancement of Artificial Intelligence, of what each of the other agents takes to
task send each other continual updates: researchers at MITs Computer Science be the state of the world. Agents are also
Ive passed through a door and am turn- and Artificial Intelligence Laboratory expected to factor in probabilities that their
ing 90 degrees right. After advancing 2 (CSAIL) presented a new way of modeling models are accurate, then decide whether
feet Ive encountered a wall. Im turning 90 robot collaboration that reduces the need or not to modify their behaviors.
degrees right. After advancing 4 feet Ive for communication by 60%. They believe In some scenarios, a robots decision to
encountered a wall. And so on. that their model could make it easier to broadcast a new item of information could
Computers, of course, have no trou- design systems that enable humans and
ble filing this information away until they robots to work together in, for example, A new version permitted extensive
need it. But such a barrage of data would emergency-response teams.
drive a human being crazy. At the recent We havent implemented it yet in communication to complete tasks
annual meeting of the Association for the human-robot teams, said Julie Shah, an
associate professor of aeronautics and between 2% and 10% faster.
astronautics and one of the papers two
authors. But its very exciting, because force its fellows to update their models and
you ... just reduced the number of com- churn through all those probabilities again.
munications by 60%, and presumably If the information is nonessential, broad-
those other communications werent real- casting it could introduce serious delays,
ly necessary toward the person achieving to no purpose. And the MIT researchers
their part of the task in that team. work suggests that 60% of communications
The work could have also have impli- in multiagent systems may be nonessential.
cations for multirobot collaborations that Shah and Vaibhav Unhelkar, a gradu-
dont involve humans. Communication ate student in aeronautics and astronautics
consumes some power, which is always a and first author on the new paper, creat-
consideration in battery-powered devices, ed a version of their system that permitted
but in some circumstances, the cost of pro- extensive communication to complete the
cessing new information could be a much tasks at a rate between 2% and 10% higher
Communication system developed by more severe resource drain. than the prior version.
MIT researchers could make it easier to In a multiagent system (the computer
design systems that enable humans and science term for collaboration among Edited from an MIT News Office story
robots to work together in emergency- autonomous agents, electronic or other- by Larry Hardesty by Chris Vavra, pro-
response teams. Courtesy: Jose-Luis Oli- wise) each agent must maintain a model duction editor, Control Engineering, CFE
vares, MIT of the current world state and a model Media, cvavra@cfemedia.com.
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T
he Internet of Things (IoT) has made quite a buzz the last few and spit out actionable feedback, manufacturers can produce
years, especially in the industrial realm. It was the most talked better products and provide more informed, proactive service to
about topic at the Consumer Electronics Show (CES) in January customers.
2016. And over the last couple of years, IoT has made its mark as a Salesforces guide, The Rise of Systems Intelligence, calls
leading technology guiding the future of field services. this influx of data the tsunami of information. Enterprises will need
The manufacturer can now offer a package of connected to figure out how to not only capture this data, but how to search,
equipment and related services that optimize overall results, said analyze, and visualize it ... The ultimate goal is the ability to perform
a recent Harvard Business Review article, How predictive analytics and real-time intelligent
Smart, Connected Products are Transforming decision making .... This is going to require an
IoT helps manufacturers
Competition. IT transformation from systems of record to
There are many opportunities to add to exist- be more knowledgeable systems of intelligence.
ing telemetry to power continuous analytics at
while making customers IoT for industrial equipment
the individual component or system level, Ven-
The IoT will continue to grow in functional-
tureBeat wrote in a recent article, IoT Mapped.
more efficient. ity and popularity among industrial equipment
IoT sensors allow manufacturers to monitor
businesses. Some of the future trends indus-
equipment at a granular level, see how systems
trial
. businesses will see in the coming years include:
are working together, or if an individual component on a generator
Initiating tasks and communicating with other equipment
is working correctly.
Tailoring user interfaces, recommendations, and movements to
By using information to guide business decisions, manufactur-
meet customer preferences
ers become more knowledgeable while making customers more
Strengthening featuresand thus the benefits they provide
efficient.
customersthrough software improvements
IoT sensors allow service programs to be proactive rather than
Learning how to lower operating costs
reactive. As the world enters an age where customers demand
Optimizing yield and productivity
more from equipment and the services they receive, manufactur-
Preventing accidents and failures during operation
ers are discovering the importance of gaining loyal customers and
Taking action in uncertain or adverse conditions.
achieving ongoing service revenue by leveraging the power of
smart, connected equipment.
The IoT is the next frontier in product support, and manufac-
Information tsunami turers need to have the right tools to meet tomorrows service
As more field service things become smart, service firms will demands.
need a place to capture, organize, and make actionable the key
data their machines produce. Anybody can gather datasensors Joanna Rotter is content marketing manager at MSI Data.
are cheapits about what is done with the data. MSI Data is a CFE Media content partner. Edited by Chris Vavra,
With solutions that make sense of incoming machine intelligence production editor, Control Engineering, cvavra@cfemedia.com.
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Its also critical to note that any load torque will Download the paper at: http://goo.gl/l0E2bG
result in a magnetic backlash, displacing the rotor
from the intended position until sufficient torque
is generated.
sales.americas@teledynedalsa.com
www.teledynedalsa.com
From fans and blowers to 24/7 production line The cable itself is often considered the
equipment, variable frequency drives (VFDs) are most critical component of the VFD system.
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properties will guarantee peak performance. supply. Due to these and other issues,
For system engineers and others involved in cable materials can make a big difference
specifying VFDs, cable quality should be one of in the lifetime and reliability of the overall sales@lappusa.com
the most decisive factors. VFD system. www.lappusa.com
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H
ere are two pitches for the same control to outside cyber attackers pose major threats.
system integration project: When a DCS must be replaced, the first hurdle is
This new process unit will be a tech- supplier selection. For some companies, the choice
nological showcase: no control room is simple: for reasons of history, supplier relation-
everything will work from hand-held ships, corporate engineering policy, or whatever,
human-machine interfaces (HMIs); software in there is one choice: Supplier X. If this is the case,
the cloud and maximum connectivity via the web. any system integrator working on the project will
Wireless sensor networks will be everywhere. live with this decision or not accept the project.
Or perhaps: The unit must use tried-and-true For the owner, stating the selection at the out-
basic analog, hard-wired field devices, and standard set might thin out the number of integrators bid-
PC-based HMIs like the older systems on site. We ding on the project. An integrator unfamiliar with
know and stay with what works. Supplier X has to bow out or take the project believ-
Those two approaches represent extremes of ing it can train internal personnel quickly or hire
the technology spectrum. The question is, who is appropriate talent. In most cases, the integrator will
making the suggestion for each? In most cases the not be able to pass those extra costs to the client and
situation lands somewhere in the middle. Sepa- must look at it as an investment. Perhaps anoth-
MORE ration must be resolved, and the technology gap er project will allow new skills to be used again. A
must be closed. Sometimes patience and compro- large, experienced integrator has an advantage and
ADVICE mise is required from all, but when done well, it will only needs to assign the right people to the project.
KEY CONCEPTS improve an automation project. If supplier selection is open to discussion, an
Many automation projects become Some project discussions begin with the owner integrator can play a critical role. The process
more complex for a variety of reasons;
entering into an open discussion
taking a strong position and telling the integrator: I begins with the plant owners engineers examining
goes a long way toward a successful am the customer, and its your job to do the project operational needs: Here is what the system must be
conclusion. the way I want. Here is the scope, fill it as described, do as a minimum, and here is what we would like it
When disagreements occur, the and charge appropriately. to do to improve process control.
system integrator needs to decide This approach works for projects where the The integrators project team looks at the
whether there is room for compromise scope is tightly defined, and few options exist for requirements, and internal platform experts repre-
and to decide whether the changes
being asked are acceptable. forming an alternative solution. Many automation senting each DCS supplier draw on knowledge and
The most effective projects and projects, however, become more complex for a vari- experience to make a case for why a particular sys-
relationships are those where the plant ety of reasons. Entering into a more open discus- tem best meets the owners requirements. When a
owner and system integrator cooperate sion goes a long way toward a successful conclusion. consensus is reached, the best one or two possibil-
as trusted partners. The table lists reasons for involving an integrator in ities are presented to the owner by the integrator
GO ONLINE technology selection and implementation. with an explanation of why. Often the integrators
Go to www.controleng.com to see cumulative internal experience plays a major role.
more information with this article Choosing the DCS Experience of where a platform worked well or
posted online, including links to
related stories and sections about: The number of process plants launching major poorly in particular applications guide the selection.
When DCS opinions clash control system upgrades, including full distributed Having this unbiased experience is paramount
Long-term DCS collaboration control system (DCS) replacements, is increasing. for such a decision. The internal engineers at a
Many companies trying to run plants using 30-year- given facility dont have the time to research prod-
CONSIDER THIS
What other aspects of a project
old systems find the risks and costs of nursing old ucts in necessary detail. Sales pitches from DCS
should a system integrator consider platforms intolerable. Breakdowns and replacement suppliers may not provide an entirely accurate
before deciding to embark on a project? part shortages interrupt production. Vulnerabilities view. Because the integrator often has hands-on
experience with the platform in a variety of appli- Reasons to engage a systems integrator in
cations, it is easier for the integrator to achieve a automation system selection and implementation
higher level of objectivity than the owner alone. Creates buy-in between owner and integrator
If the integrator feels the customers selection
Integrator has more experience than owner with different automation systems
is not the best for the situation, the internal expert
for the specific platform will explain why. The Integrator has more experience than owner with automation system supplier
sales tactics
integrator will point out where gaps exist between
Integrator provides a second set of eyes to evaluate technology selection
functionality needs and the systems capabilities.
If the owner accepts the evaluation, but sticks to Integrator may be able to spot flaws in automation supplier offerings
the original selection, the next step is to figure out Integrator can often provide fixes and workarounds to optimize automation system
how to overcome the deficiencies. The integrators performance
role in this process is critical. Integrator can provide better long-term support when it is involved with the
automation system selection process
The integrators project leader may have to
explain problems to the DCS suppliers represen- Courtesy: Maverick Technologies
resolve them. If the DCS supplier sees the plant The next step examines where improvements
owner as a critical customer, it may be glad to work can improve throughput and gain efficiencies. An integrator
to solve the problem and cement the relationship. These often are incremental programs, a methodi-
The alternative may be for the integrator offer a fix, cal march through systems while the plant remains can bring an
independently or with the DCS supplier. in production. New owners rarely shut down a facil-
ity to make all improvements at once. external view
The toughest DCS situation The same guidelines for technology selection
The most difficult situation is when an entire also apply. The owner may decide to leave existing
combined
plant changes hands. The new owner and its engi- systems in place for cost reasons, or it might want with practical
neering staff had no prior involvement. Some prior to bring the new plant up to its current engineering
plant engineers may be around to help, but its hard standards. Changes may balance costs and benefits. experience with
to depend on that over the long term. The ability to analyze and quantify steps is where an
An integrator working with a new owner is in integrator can bring an external view to the situa- similar plants,
the same position of bewilderment at the outset. tion combined with practical experience with other processes, and
The task is to make sense of what is there, identify- similar plants, processes, and automation systems.
ing which systems need help and how the automa- The most effective projects and relationships are automation
tion infrastructure can be improved. The particular those where the plant owner and system integra-
plant may be unfamiliar, but if there are experts tor cooperate as trusted partners, instead of just as systems.
within the integrators staff capable of working with a vendor and a customer. This partnering relation-
the major process units and automation systems, ship creates the highest value for both sides. ce
moving through the learning curve more quickly.
The new owner and integrator need to analyze the Tim Gellner, senior consultant, Maverick Technolo-
plant, processes, and supporting automation sys- gies. Maverick Technologies is a CFE Media content
tems. Problems need to be prioritized by ability to partner. Edited by Chris Vavra, CFE Media, Control
disrupt production. Those need to be fixed first. Engineering, cvavra@cfemedia.com.
A
lmost every mid- to large-sized man- Collaboration case study
ufacturer has dedicated engineering To determine the collaboration savings, a case
and environment, health, and safety study was conducted by reviewing two project pro-
(EH&S) departments. Since the pur- posals at a large food and beverage company. The
pose, goals, and objectives of these project proposal requests were within six months of
departments have traditionally had very little over- each other and were on the same pair of 15-year-
lap, its not too uncommon to find these depart- old depalletizers. The first projects purpose was to
ments working without knowledge of what the upgrade safety systems on the depalletizers.
other is doing. Engineers constantly work with The driving factor for this project was the occur-
operations to find new ways to improve productiv- rence of a recent serious injury and the awareness
ity and efficiency. Safety professionals are assessing, that the current safeguarding measures were insuf-
reducing, and managing risks while juggling regu- ficient. Since the scope of this project was only
latory requirements. So its not a big surprise that upgrading the safety-related aspects of the machine,
these two departments rarely cross paths in a year. a secondary control panel was needed to add the
As more advanced technologies hit the market- additional safety control components. The scope
place, especially technologies designed to provide a of the second project was to upgrade the original
safer and more productive work environment, the (and now obsolete) control system and the opera-
importance of cross-functional departmental col- tor station with a new programmable logic control-
laboration becomes critical for survival. ler (PLC) and modern human-machine interface
Many companies dont realize how much money (HMI). Table 1 looks at project cost components as
the company could be saving by collaborating originally proposed.
even on seemingly disparate projects. One of the
biggest areas of financial impact for collaboration Cost analysis 1: combining projects
between EH&S and engineering can be on every- The first cost analysis exercise was to explore the
day projects that involve machinery and equipment. potential savings of combining these two indepen-
Chances are projects involving machinery and pro- dent projects into one project. In developing a new
cesses consume a majority of the companys capi- proposal to reflect the anticipated savings, it was
MORE tal budgets. Not collaborating could be costing the assumed that the scope and engineering for each
ADVICE company money when it isnt necessary. project would remain exactly the same. By keeping
KEY CONCEPTS Until recently, the primary method to reduc- the solutions the same, it was easy to determine the
Upgrading controls systems can ing risk was to add physical guards to equipment added costs of keeping the projects separate. Table 2
save companies more money over the to prevent employee access to hazardous condi- shows that combining these projects to take place at
long term.
tions. Over the years, the industry has progressed the same time would save more than $45,000.
Operations should work with the
into developing risk reduction measures, which has Noteworthy discoveries in Table 2 were:
engineering department for better col-
laboration and long-term, cost-saving allowed easier access to equipment by replacing the Project management savings (30%) were
initiatives. physical guards with intelligent safeguarding devic- achieved by reducing mobilization time (proj-
GO ONLINE es. These devices were typically connected to a sin- ect understanding, kick-off meetings, infor-
Before and after diagrams of the gle-purpose safety-rated logic device, independent mation gathering, etc.) and management time
project are available with this article of the machines control system, to create a dedi- (scheduling, financial monitoring, etc.)
online, plus another table and infor- cated safety system. At the time these safety devices System integration savings (40%) were
mation. Click on the headline in the
and systems were being installed, it really was the achieved by reducing duplicate software pro-
digital edition or search the headline
at www.controleng.com. only cost-effective option available. However, with gramming efforts, mainly eliminating unnec-
safety measures being integrated into standard auto- essary code changes on the safety project to
CONSIDER THIS
Could a lack of collaboration be mation devices, there are financial incentives for communicate with the original PLC.
costing your company unnecessary EH&S and engineering to collaborate on corporate Electrical design savings (35%) were achieved
money loss? strategies and future capital projects. by reducing in schematic modification
T
he landscape of process control systems This can have huge impacts on health and
has completely changed in the last 5 safety. The safety team can pull up a map of the
years. The industry has moved forward plant on a phone or tablet and see where everyone
from where the state-of-the-art was is in the plant at any given time. This can save time
integrating process data with enter- and resources required to account for everyone in
prise resource planning (ERP) systems and is now the event of a fire, natural disaster, or other event.
pushing into the realm of completely connected,
distributed, and always-on systems to devices that Integrating devices, systems
didnt even exist a few years ago. One of the most difficult hurdles to integrat-
Regardless of the namethe Industrial Internet ing IIoT-enabled devices is integrating them with
of Things (IIoT), Industrie 4.0, the digital factory, existing systems. Through the use of open plat-
or the connected enterprisethese developments form communications (OPC), data distribution
are here to stay. They present many new opportu- service (DDS), and the MQ telemetry transport
nities to provide value to existing technologies, but (MQTT) protocol, integrating new devices is
they do require users to update work habits and becoming as simple as adding them as a node
style of thinking. What worked even five years ago on an existing network. MQTT is an Internet of
does not necessarily apply anymore. When imple- Things (IoT) protocol built on a machine-to-
mented correctly, though, these new technologies machine (M2M) architecture, which makes it easy
give the companies who use them a deeper under- for a distributed array of devices to communicate
standing of every aspect of their world. and share status and environmental readings.
The increasing number of companies developing
Tracking, analyzing data, new sources IoT-capable devices brings about a growing num-
MORE The world is comfortable with the idea of track- ber of communication protocols. A group of devic-
ADVICE ing as much data as possible. New apps are being es made by one manufacturer will likely be able to
KEY CONCEPTS developed to send notifications, display the data in communicate with each other, but not to devic-
The Industrial Internet of Things useful ways, and give everyone information they es from another company. By using OPC, DDS, or
(IIoT) presents many new opportuni- can use to optimize their lives. Why should the MQTT as a bridge between an existing system and
ties to provide value to existing
technologies, but they do require
manufacturing world operate differently? new devices, this problem is nearly eliminated.
users to update work habits and style Energy usage is an example of new data streams Many existing systems use OPC or DDS, and
of thinking. available to users. Web-enabled power meters, gas many of the major software vendors are releasing
Integrating new devices is much meters, and flowmeters allow access to get real-time MQTT communication links to enable compatibil-
easier thanks to open platform com- information on water, air, gas, electricity, and steam ity between their systems and IIoT devices. Add-
munications (OPC), data distribution usage. This information can be combined with util- ing this information brings more context to process
service (DDS), and the MQ telemetry
transport (MQTT) protocol. ity billing information to understand the most cost- control and ERP, and other manufacturing execu-
Using the Internet of Things (IoT) is effective times of day to run a process and provide tion system (MES) data adds more value to the sys-
cheaper than previous technological a level of oversight for billing that previously would tem. Staying ahead of the curve with technology
leaps because it doesnt require huge have required a lot of manual calculation. is easier than ever. Using the IoT is much cheaper
initial investments of capital expendi- Technology from outside of the manufactur- than previous technological leaps because it doesnt
tures and labor to integrate things.
ing world such as beacons, geo-fencing, and smart- require huge initial investments of capital expendi-
GO ONLINE phones with global positioning system (GPS) tures and labor to integrate things. ce
For more on IIoT, integrating devices, capability can all be implemented at a processing
and picking the right team, read this
article online at www.controleng.com. facility to provide a real-time view of where person- Alex Marcy, P.E., is the owner and president of
nel are in the plant. The information can provide Corso Systems, a system integration firm based in
CONSIDER THIS
What other processes can be
location-specific alerts and allow, with appropriate Chicago. Corso Systems is a CFE Media content
improved through the IIoT integrating security, control of the process from mobile devices partner. Edited by Chris Vavra, production editor,
with other devices? in certain physical locations. Control Engineering, cvavra@cfemedia.com.
Contextual mobility
for monitoring and control
Infrastructure to support contextual mobility is needed. Mobility solutions used to monitor,
diagnose, maintain, and control buildings and energy management systems (EMS) are now
being modified by advances in contextual mobility and benefit and operations.
M
obility is associated with smart There is a dire need for a new infrastructure
devices, most notably phones to serve contextual mobility. The mobility infra-
and tablets. They are increasing- structure (MI) embraces the smart mobile device
ly the preferred communications to increase the value and capability of the system.
method for engineers and tech- It consists of indoor positioning systems (IPS)
nicians on the move. Interaction with mobile deployed in zones of control, a proximity services
devices differs from the way in which peo- application on the mobile devices, and a mobil-
ple interact with laptop and desktop comput- ity server responsible for evaluating the appro-
ers. Historical approaches to mobility solutions priate contextual requirements and handling the
used to monitor, diagnose, maintain, and con- communications needed to monitor and control
trol buildings and energy management systems equipment and other assets (see Figure 1).
(EMS) are being revolutionized by advances in
contextual mobility. Proximity services for contextual mobility
In the distributed environment of monitoring IPS and the global positioning system (GPS)
and control, typically, independent servers are are standard features of todays mobile devices.
available for each physical area or zone of con- Using IPS or GPS, the mobile device can deter-
trol. A zone may refer to all of the equipment in mine its own current location. When an app on
an area, such as a floor in a facility, or it may refer the device validates and maintains the users cre-
Figure 1: Tablets and to a specific automation system. dentials, the device can determine the role of
smartphones, with an Those responsible for automation systems are the user and location in real time. In addition,
enabling underlying sup- increasingly required to be on the move. They using the same IPS technology, the app can sense
port infrastructure, can typically use smart devices to access equip- nearby mobile assets along with the location
provide contextual mobil- ment and other assets located in each zone. and profile of the user and can synchronize this
ity. All figures courtesy: They must know how to connect to the control information with the mobility server.
PcVue Inc. server responsible for that zone to get relevant The mobile device is connected using stan-
information and controls. Due to many publish- dard wireless network connections. Geo-tags,
ers of control server software, it is unlikely that including bluetooth low energy (BLE) beacons,
the zones will organize information in a consis- near field communication (NFC) tags, and QR
tent way or have a common user interface. This codes, are used along with Wi-Fi access point
MORE
greatly complicates access and increases the time triangulation and other emerging technolo-
ADVICE required for mobile workers to carry out their gies to determine the micro geolocation of the
KEY CONCEPTS responsibilities. mobile device. In similar fashion, geo-tags may
Advances in contextual mobility The responsibilities of mobile workers are be applied to mobile assets for enhanced prox-
Mobility infrastructure defined by their organizational roles and may imity services. As the user is on the move, the
Benefits to deploying a mobility vary by the zone of control. For example, a per- picture changes, creating a movement history
infrastructure. son responsible for operating equipment in one that may be recorded by the mobility server as
GO ONLINE zone may only monitor equipment in another. allowed by privacy considerations.
More benefits, diagrams, and Likewise, within any given zone, operators may
links to other articles about building need different information than maintenance Mobility server, contextual logic
automation systems and EMS are
found with this article online. personnel. The required information and con- The mobility server and its contextual logic
trols are therefore in the context of the persons engine (CLE) provide a cornerstone for the infra-
CONSIDER THIS
role and location. What is needed is a system that structure. The mobility server determines the
A mobility infrastructure without
appropriate procedures, processes, is proactively and securely presenting the right appropriate actions and distributes information
and technologies may increase the contextual information, to the right person, at the and control elements to mobile workers in the
risk of a security breach. right location, and at the right time. context of where they are and their responsibilities
The CLE also may make environmental com- ing from a central control room to a distribut- Figure 3: Validator tags
fort adjustments or provide access control. ed model of personnel on-the-move. The way determine user rights
in which users interact with their mobile device within zones. A worker
Securing the mobile device compared to how an operator works in a control who might have rights
Cyber security concerns are paramount in room requires a mobility infrastructure to opti- to change settings or
any information system and as in any network, mize efficiency, safety, and security. even programming might
it is important to provide a full range of security With the standardization of geo-location and have view-only rights in
measures such as firewalls and active user rights micro geo-location capability on mobile devices another area.
management. Additional considerations must it is possible to monitor mobile personnel loca-
be thought through when deploying a mobility tion and drive contextual information and con-
solution. trols to their smart device based on credentials
Specific features within the framework of the and location without specialized equipment.
mobility infrastructure include: 1) User sign-on The mobility infrastructure results from the
to use the smart app; 2) Re-authenticate before desire to use the rapid growth and availability of
control actions are performed; 3) Validation smartphones and tablets. Incorporating proxim-
before critical actions are performed, including ity services with a mobile app and mobile server
validating proximity of the user to the device enables world-class mobility solutions for super-
with wearable sensor, such as a BLE beacon, visory control and data acquisition (SCADA) and
and confirming validity via geo-tag attached to building management system (BMS) projects. ce
equipment, such as a QR code (see Figure 3).
The rise of smart mobile devices now famil- Edward Nugent is the chief operating officer of
iar to most workers has created an opportu- PcVue Inc. of Woburn, Mass., Edited by Emily
nity to improve mobility for monitoring and Guenther, associate content manager, CFE Media,
control. This trend moves away from manag- Control Engineering, eguenther@cfemedia.com.
E
ngineering and scientific business lead- 1. Say no to grow. Its important to be clear and
ers often dont know where to invest in focused in technical markets because engineers and
technology marketing to get the great- scientists are working on critical applications; they
est return, theyve tried a do-it-yourself need expert advice and proven solutions, not gen-
approach that they werent able to follow eral engineering direction. To prove trustworthi-
through on because of all the hats theyre wearing, ness, have a clear position and message and be able
or they have unrealistic expectations about return to prove it. Do the hard work to determine what
on investment (ROI) and timeframe to achieve makes what is being marketed unique and articu-
results. So they lose confidence and often give late it consistently across channels in a way that is
up too quickly perhaps believing that marketing differentiated.
doesnt work with technical audiences like control To achieve differentiation, make trade-offs to
and plant engineers. To help engineers with market- focus, and be as specific as possible. If growth is
ing, two reminders and six steps follow. desired, say no to a generalist approach, stop react-
ing to one-off opportunities, and say yes to a more
Two engineering marketing reminders differentiated and focused position.
1. Marketing in this space has to be as smart For product companies seeking to differenti-
as the people it targets. It takes time and intention- ate, often the issue they face is a market adoption
al planning to do marketing effectively. The scien- challenge. They are looking to move across the
tific instrumentation and control market shows the chasm and beyond the early adopters to get bell
importance of accuracy; the spirit of sharing infor- curve adoption. This can be either for a young, one-
mation, research, and educating; and the skepticism product company, or established companies that
that engineers have for slogans and slick brands. are introducing a new product or targeting a new
By taking a methodical, measured approach and segment. After getting past early adopters, revisit
MORE following the steps in the book, marketing can be or refine the messaging to get to the early and late
ADVICE smart and effective. majority; this requires clear differentiation as well as
2. It is a marathon, not a sprint. Marketing content that proves the product.
KEY CONCEPTS has transformed over the past 20 years, and now 2. Develop a marketing plan to get an edge
Information about the product and
its lifecycle can be included in the
the buyer is in charge. In research by Trew Mark- over competitors. Many technical business lead-
marketing lifecycle of the product. ing and CFE Media (Control Engineering publisher) ers are too busy to stop, focus, debate, and agree on
Marketing workflow can be as hundreds of engineers said the leading place they a comprehensive strategic marketing plan. Instead,
methodical as engineering. go for work-related information is search engines, they go down a reactive marketing road that leads
Make a plan, market, and measure. primarily Google. With buyers in control, the chal- to mediocre results and higher costs in time, money,
GO ONLINE lenge (and opportunity) as marketers is to get found stress, and frustration.
More advice from Geier, Ask 5 where and when the technical buyer is searching. Its not that most people dont want a plan.
questions to create a content plan This takes time and a long-term commitment to Everyone would prefer to know where theyre
and links are available with this publishing high-quality content. going, and how theyre going to get there. I believe
article online, under April, at
www.controleng.com/archives.
If marketing is done intelligently, with content at instead this is because they are unsure where to
See also
the heart, through perseverance, you will get found, start, what should be included in that plan, and how
www.controleng.com/ContentStream build trust with prospects, and drive demand. to measure success of the plan.
Having a plan provides an edge over competi-
CONSIDER THIS
Compelling information about a Six steps for marketing technology tors, for the three practical benefits of 1) Intention,
product should be integrated as part Six steps to help engineers improve how they 2) Measurement, and 3) Efficiency. Those being
of the product and its lifecycle. market technology follow. intentional with marketing know exactly what they
V
irtualization is a term most often applications cannot fully replicate an entire pro-
associated with information tech- grammable logic controller (PLC). With advanced,
nology (IT) departments, generally real-time, PC-based control system architectures,
MORE manifesting with virtual desktops or this is possible and somewhat commonplaceit is a
ADVICE virtual servers running on centralized function of the robust, modular nature of industrial
KEY CONCEPTS hardware. An example of a virtualization appli- PC systems and the associated software. Advanced
Virtualization generally manifests cation is core-isolation, which includes migrat- PC-based automation software platforms provide
with virtual desktops or virtual servers ing servers from running on their own central a framework for real-time calling of modular soft-
running on centralized hardware.
processing units (CPUs) and hardware in a rack ware elements. By modularizing the components
Multiple complex operations can be
to running several instances of those servers on within this real-time environment, multiple PLC,
executed on one powerful multi-core
PC while maintaining the determinis- one piece of hardware in the rack. This minimiz- C++ or Matlab/Simulink modules can be executed
tic performance of the application. es the amount of physical hardware and operating independently on one piece of hardware.
Software modules can be combined costs, and does a better job of utilizing the hard- An architecture, combining many controllers
with higher level modules to create ware. Doing the work of multiple, previously sepa- running on one PC facilitates access to many com-
more complex machine units, up to rate devices from one piece of hardware is growing munications methods from these running software
a complete machine controlled from
one CPU. in popularity in all kinds of industries and appli- modules. One real-time software control module
cation areas as more companies adopt centralized can access fieldbuses A and B, others can access
GO ONLINE
control strategies. fieldbuses C, D, E, and F, while other modules com-
Find more information and links in
the online version of this article, in This type of virtualization typically uses a man- municate via independent protocols to ERP, M2M,
April, at agement layer of software between the hardware or even cloud systems. Multiple complex operations
www.controleng.com/archives. and the running application/operating system (OS). can be executed on one multi-core PC while main-
Read this story online at For managing servers and other applications, virtu- taining the applications deterministic performance.
www.controleng.com for more alization has become a major tool in the IT space With a multi-core processor and core-isolation
information not found in the print/
digital edition. that provides huge benefits. Similar parallels can be technology, individual functions, assemblies, or
CONSIDER THIS found in modern industrial control systems (ICSs). machine units can be regarded as modules; each
What other techniques can be For industrial operations systems should be real- should be as independent as possible and struc-
used to improve a networks security time capable, which is not achievable in a tradition- tured hierarchically. Individual control modules can
apparatus from potential attacks? al virtualized OS environment. Most virtualization be put into operation, extended, scaled, and reused
independently. The system can use the IEC 61131-
3 Programming Languages standard, including the
object-oriented extensions. The architecture can
serve robotics, advanced measurement, condition
monitoring, and cloud-based systems for the Indus-
trial Internet of Things (IIoT) and Industrie 4.0. ce
T
hose who have worked with a virtual- in its own shell while communi-
ized system would not want to go back cating with each other. Virtual-
to conventional control because of cost ization software allows users to
savings, increased quality, consistency of aggregate separate physical com-
process, and more efficient use of time. ponents into a pool of sharable
The automation vendor involved helped create a resources that can be dynami-
three-step migration path using virtualization that cally delivered to applications
would ultimately save more than $3 million over when and where needed. The
the rip-and-replace option with another vendor. virtual machine sits on top of the
Midwest Grain Products (MGP) rye whiskey hypervisor, is independent, and
distillery in Lawrenceburg, Ind., produces the bulk focuses only on its own needs.
straight rye whiskey with a 95% mash bill, popular Multiple virtual machines run
with bottlers and consumers. Demand continues to on top of the physical host.
grow. There isnt time for interruptions in the plants
continuous, 24/7 operation. MGPs Lawrenceburg Migration pays off Sitting atop the hypervi-
facility produces 40,000 to 50,000 proof gallons a The migration strategy using virtualization sor, a virtual machine oper-
day of brown goods and an additional 16,000 per is well underway and on track for completion in ates independently and
day in grain neutral spirits, all parts of nationally 2020. The migration focused first on areas of high- focuses on its requirements
recognized whiskeys, bourbons, gins, and vodkas. est vulnerability to the least, starting with HMI without taxing the server.
The control system at the distillery has been and ending with input/output (I/O) connections. The system uses a VMware
upgraded several times to keep up with demand. Boiler/utilities and dryers are migrated. 2016 will Sphere hypervisor on a main
The system needed an upgrade to continue growth address the fermenter and yeast rooms, and next host server with Siemens
as the distributed control system (DCS) lifecy- year cooker and stills will get an upgrade. Simatic PCS 7, allowing
cle was ending, and the human-machine interface Migration began in 2014 and includes upgrading multiple operating systems
(HMI) program was no longer available or support- 200 HMI screens. Now underway is replacement of to share one host server.
ed. Considering that downtime costs five figures per eight prior DCS controller nodes with redundant Courtesy: MGP Inc.
hour, keeping the plant running was a top priority. process control system controllers.
The migration will end with Ethernet or device MORE
Virtualized migration communications to 7,300 I/O points, replacing more ADVICE
Virtualization, possibly the most important part than 260 I/O cards. A process historian and an infor- KEY CONCEPTS
of migration, is often overlooked. Virtualization mation server will support long-term archiving and Virtualization allows orderly DCS
approaches control from the information technol- reporting needs this year. Virtualizing the plant has migrations without rip-and-replace
shutdowns.
ogy (IT) side. Operations, engineers, and mainte- reduced costs because of fewer computers to man-
Less hardware is required with
nance deal with physical clients and are comfortable age and repair. A central location administers con-
virtualization; design saves time.
working with physical wires. Virtualization elimi- trol systems.
nates the need to control through physical elements The instrumentation and controls specialist can GO ONLINE
Learn more about DCS migra-
and emulates the hardware, operating systems, data take care of anything in the plant from the office, tion with this article online: more
storage, and networks through virtual operating and about 20% less time is spent working on hard- diagrams, a photo, an article about
systems within a host operating system. The virtu- ware. It has helped to improve control-system lon- products used, and cyber security tips
alization system uses software that runs on the main gevity; life span increased from 5 to 7 years to 10 to in Virtualization benefits and chal-
lenges. If reading the digital edition,
host server with process control system. 15 years before software needs to be modified. ce
click on or search on the headline at
Virtualization allows multiple operating systems www.controleng.com.
to share one host server. The client-based virtual- Jason Singleton is instrumentation and controls
CONSIDER THIS
ization controls the host processor and efficiently specialist at MGP Inc., Lawrenceburg, Ind. If virtualization can make DCS
allocates server resources, while allowing each sys- Edited by Mark T. Hoske, content manager, migration less painful, havent you
tem, or virtual machine, to operate independently Control Engineering, mhoske@cfemedia.com. waited long enough?
Benefits of a virtualized
power management strategy
Power monitoring and management are complex and essential to maintaining continuous
uptime at engineering facilities; a virtualization management system and a specialized power
monitoring and management solution can help.
I
n todays virtualized industrial landscape, Real-time remote monitoring
more services are running on less hardware, In a perfect world, someone would be able to
which means that ensuring those services stay monitor system IT infrastructure equipment con-
up and running is more vital than ever. Gen- stantly, ensuring critical applications are continu-
erally speaking, no one solution offers all the ously powered and running efficiently. But thats
features needed to keep critical power compo- not realistic, as teams have more to tend to than
nents and backup devices operating at peak effi- just the IT environment. Thats where a compre-
ciency. Ensuring uptime of critical power systems hensive monitoring and management platform
requires combining virtualization management can make a big difference, helping to act as a sec-
technology with a strategic power management ond set of eyes on vital equipment.
strategy.
Deploying the right power management and More uptime
monitoring solutions can help expand the capa- Power monitoring and management are com-
bilities of a virtual platform while also creating a plex tasks, but they are essential to maintaining
cohesive, maximized asset. Implementing a vir- continuous uptime at engineering facilities. To
tualized power management strategy offers key perform these tasks effectively, a virtualization
benefits and opportunities. management system, along with a specialized
Integrating virtualiza- power monitoring and management solution,
tion technology with stra- Integration, virtualization are needed. Operators seeking to prevent utili-
tegic power management Major virtualization platforms enable users ty outages and power system malfunctions from
solutions ensures critical to view and control many physical and virtu- disabling mission-critical IT applications should
power systems stay up al machines while adding power management ensure they have the right set of onsite technol-
and running. Major virtual- capabilities. ogies and remote monitoring services for their
ization platforms, such as Many of todays power management solutions environment. ce
VMware vCenter Server, can seamlessly integrate with virtualization man-
Microsoft System Center agement technology, enabling users to administer Arthur Mulligan is a Raleigh-based product line
Operations Manager, and backup power and power distribution assets, which manager for Eatons U.S. power quality service orga-
Citrix XenCenter Server include uninterruptible power supplies (UPSs) and nization. Jim Tessier is an Eaton product manager
enable users to view and power distribution units (PDUs), in sophisticated for IT hardware and software products. Edited by
control many physical and ways on one virtual management console. Mark T. Hoske, content manager, Control Engi-
virtual machines while neering, mhoske@cfemedia.com.
adding power manage- Better command, control
ment capabilities. Live Virtualization management solutions allow MORE
migration programs, such technicians to extend UPS battery life during util- ADVICE
as VMware vMotion, help ity outages by shutting down virtual machines and
KEY CONCEPTS
move virtual machines consolidating them onto fewer host devices. Virtualization and power management strategies can be
from host servers running Live migration programs also let data cen- integrated.
on battery power to unaf- ters move virtual machines from host servers For greater uptime, live migration can move virtual machines
fected network servers in running on battery power to unaffected servers to unaffected areas on the network or to the cloud.
the cloud. elsewhere on the network or in a co-location data GO ONLINE
Courtesy: Eaton center in the cloud. For related resources, click the headline in the digital edition
No other type of information technology (IT) or type the headline in the search box at www.controleng.com.
and facilities management solution can perform CONSIDER THIS
these types of critical functions. Why not integrate power management and virtualization?
www.controleng.com
digital edition
Exclusives, Online Extras: Benefits of the Control Engineering Digital Edition include
tablet-friendly viewing (HTML5), exclusive content in every issue; headlines link to the
longer version posted online; links are live where a URL is provided; and an email link
arrives when ready. In addition, link to additional Online Extra articles.
T
he CAN in Automation (CiA) 401 Process data objects
profile specification was developed Version 1.4 pre-defined just two process data
by the Esprit project developing the objects (PDOs). Version 2.0 used already pre-
CAL-based communication profile. defined PDOs. The first PDO-transmitted digi-
After handing over to CiA for further tal inputs respectively received digital outputs.
development and maintenance, the profile for The other three PDOs contained four analog
modular input/output (I/O) devices was released I/O values. In case of other I/O port capabili-
internally as version 1.3 in 1996 and imple- ty, the devices need to be configured. To avoid
mented by several companies. In those times, this, CiA 401 version 3.0 introduced the M-bit
CiA members edited the specifications. Today, in the device type object (index 1000h), which
CiA engineers do it. Developments continue to indicates that a manufacturer-specific PDO
enhance interoperability, and discussions are mapping is implemented.
looking at safety and security. Since version 3.1, the profile is split into
The CiA profile supports different digital I/O two parts. Part 1 specifies generic I/O mod-
granularities. Besides the mandatory 8-bit digital ules; part 2 describes several joystick imple-
process data, 16-bit or 32-bit access was speci- mentations with dedicated PDO mappings and
fied as well as a bit-wise access. For analog I/Os, some specific parameters. There is also the CiA
the profile provides 16-bit resolution (mandato- 852 recommended practice for CiA 401-based
ry) as well as 32-bit, floating point, and manu- operator environment sub-systems developed
facturer-specific data types. for construction and mining machines.
However, the recommen-
dation has not been imple-
mented very often. In fact, the
CiA 401 generic profile is one
of the most used and imple-
mented I/O specifications. In
particular, the second part of
CiA 401 has been improved
and specifies additional joy-
stick PDO mappings.
There are many modu-
lar CANopen I/O devices
on the market, and there
are more CiA 401 imple-
mentations. Some of these
Eaton_XN300: Eatons
XN300 device family comes
with a CiA 401-compliant
interface. Courtesy: Eaton
The future of CiA 401
Although CiA 401 is 20 years old, there are machines.
some enhancements under development. The
PDO mapping is going to be updated due to
the longer data frames (up to 64-byte) provid- MORE
ed by the CAN FD data link layer. There is also ADVICE
demand to improve the interoperability between KEY CONCEPTS
host controllers and CiA 401 modules, which The CiA 401 profile for modular input/output (I/O) devices was
could be achieved by device classes using ded- released internally as version 1.3 in 1996 and implemented by
icated mappings specified in CiA 852. Another several companies.
option is combining analog and digital I/O data There are many modular CANopen I/O devices on the market,
in pre-defined PDOs, which hasnt been done in and there are more CiA 401 implementations designed for
specific applications such as micro-controllers.
the past. CiA members are also discussing add-
Future plans for CiA 401 include updating the PDO mapping to
ing functional safety and security features in the accommodate 64-byte data frames provided by the CAN FD data
longer PDOs. ce link layer.
GO ONLINE
Holger Zeltwanger is managing director, CAN in Go to www.controleng.com to see additional stories from CAN
Automation (CiA). CAN in Automation is a CFE in Automation.
Media content partner. Edited by Chris Vavra, CONSIDER THIS
production editor, Control Engineering, CFE What other updates should be added to CiA 401 and what
Media, cvavra@cfemedia.com. benefits could they provide?
Enabling business
through safety, security
With enough knowledge of a facility such as an oil platform, refinery, or pipeline network, a cyber
attack that used distributed malware could lead to physical damage and serious losses of revenue.
A
n oil platform stood in the Gulf of you can quickly determine the cost and you can
Mexico waves a short time ago and quickly determine how much investment I need
unbeknownst to workers on the rig to put in and how much gain I will get.
and those offshore, malware was When talking about safety or security users need
on board turning that facility into a to consider metrics such as improving the efficiency
potential floating time bomb. Malware, downloaded of operations, reduction in time to detect incidents
via satellite and through USB drives, had incapaci- and return on prevention. But Wait a minute, a
tated computer networks and left the rig lifeless and senior manager could say, we have never been
unable to perform any duties for a period of time. hit before, so why should I pay for something that
While the rig eventually came back on stream doesnt generate revenue? The simple answer is,
after workers fixed the locked up system, it turned safety and security can pay big dividends.
out a worm was flooding their network. Had this It is an interesting conversation to have, said
incident been a targeted attack, the rig could have Joshua Carlson, industrial automation manager for
sustained major problems. With enough knowl- cyber security in North America at Schneider Elec-
edge of a facility like an oil platform, refinery, or tric. The challenge is getting users to understand
pipeline network, a cyber attack that used distrib- we are not just looking at the risk model and figur-
uted malware could lead to physical damage and ing out the probability. With cyber security, it is not
serious losses of revenue. a matter of if, but a matter of when. The challenge
There is no explaining how many millions of becomes at some point when are you going to have
dollars that unplanned downtime cost the oil com- an incident and how much is it going to cost you?
pany. In todays tight economy, companies, big or
MORE small, cannot afford to lose that kind of money to Mature vs. dynamic force
ADVICE any kind of safety or security incident. Safety has evolved over the years to where
manufacturers think safety first. But security is
KEY CONCEPTS Uptime remains critical an entirely different beast. With its constantly
Good security is more than just
stopping the bad guys; it increases
The cost of unplanned downtime is just one changing dynamic force, it isnt about hardening
productivity and improves the bottom case to show management there is a solid busi- a system to keep bad guys out any more, it is now
line. ness proposition behind employing solid safety about being situationally awareunderstanding
A company could realize a 5% gain and security programs. The idea pushing forth in what is happening within a system at any given
in productivity if theyre committed to the industry today is safety and security are not time. And if the senior manager thinks attacks
their safety program. just insurance policies to protect against an inci- arent happening, think again.
There is a business justification dent or bad guys, but rather a business enabler Just look at the numbers in Fiscal Year (FY)
that having the right safety and
security program will enable the that keeps the network and system up and run- 2014, the Industrial Control Systems Cyber Emer-
business to run more efficiently and ning, productive and profitable. gency Response Team (ICS-CERT) received and
productively. The insurance justification doesnt always responded to 245 incidents reported by asset own-
GO ONLINE work, said Farshad Hendi, industrial automa- ers and industry partners. The energy sector led all
Read this story online at www. tion safety industry manager at Schneider Elec- others again in 2014 with the most reported inci-
controleng.com for more informa- tric. People will say I worked at this plant for dents at 79 or 32%, followed by critical manufac-
tion about cyber security programs the past 15 years and we have never had an inci- turing at 65 or 27%. Of all the incidents reported
and how they can positively impact
businesses. dent. It is true you didnt have an incident in 15 to ICS-CERT, 55% involved advanced persistent
CONSIDER THIS years, but that does not mean you will not have threats (APT) or sophisticated attackers.
What security measures has your an incident tomorrow. Uptime and operational While the numbers reported to ICS-CERT may
company undertaken that has proven stability is something that resonates with people seem low, in reality, the vast majority of companies
to be effective? very quickly. If your plant is down for one week dont report incidents, but instead, keep news of
the average consolidated cost of a data breach is Threat levels and costs
$3.8 million up from $3.5 million the previous year, Whether it is a major cyber We have never been
which is a 23% increase in the total cost of a data attack or a safety incident or
breach since 2013, according to a Ponemon Insti- a malware downloaded onto hit before, so why pay for
tute study of 350 companies spanning 11 countries. an oilrig in the Gulf, there is a
In addition, malicious attacks can take an aver- business justification that hav- something that doesnt
age of 256 days to identify while data breaches ing the right safety and securi-
caused by human error take an average of 158 days ty program in place will enable generate revenue? Safety
to identify, the report said. On top of that, in a sepa- the business to run more effi-
rate study the Ponemon Institute found the average ciently and productively. and security can pay
annual cost of cybercrime per large U.S. company at The threat level is chang-
$15.4 million, an increase of 19% from $12.7 mil- ing and with every shut down big dividends.
lion a year ago. It also represents an 82% jump from it is costing more money, said
Ponemons first study six years ago. Nasir Mundh, industrial auto-
mation global director of modernization at Schnei-
Turning a profit for safety and security der Electric. Because the plants are getting more
We now consider security as part of the opera- complex and the processes are getting more com-
tional lifecycle especially when we are talking about plex, where at one point people were getting one or
critical infrastructure, said Jay Abdallah, indus- two products out of their feedstocks now they are
trial automation EMEA cyber security manager at getting multiple derivatives out their feedstocks.
Schneider Electric. We are seeing things such as With the situation becoming more complex, the
performance monitoring capabilities to proactive- stakes are higher for every day a shutdown occurs.
ly see when a company would experience an out- The investment users put into making their
age based upon the available statistics. He said that systems secure or making them safer is very little
looking at condition monitoring and management compared to any shutdown they may have, which
of safety functions in the field can help. may not end up in a catastrophe, but would still be
I have developed a little return on investment a financial loss, Mundh said. By putting in these
(ROI) calculator that has a questionnaire and we safeguards if you can prevent one shutdown, that
ask the user some basic questions about metrics, is a tremendous saving. ce
said Sven Grone, industrial automation TMC busi-
ness development at Schneider Electric. We ask Gregory Hale is the editor and founder of Industrial
with your process and practices how long would Safety and Security Source (ISSSource.com), a news
it take to do a certain project. We then we show and information website covering safety and secu-
them with the solution, we can do it in .01 times X. rity issues in the manufacturing automation sector.
We do that in a series of activities associated with This content originally appeared on ISSSource.com.
the management of functional safety. In the end ISSSource is a CFE Media content partner. Edited by
we crunch some numbers and say if your plant has Chris Vavra, production editor, Control Engineer-
a revenue stream of $5 million a day and it costs ing, cvavra@cfemedia.com.
The whitelist:
Finding the light
in cyber darkness
Attacks on critical infrastructure and energy organizations are becoming more frequent and a threat
from a safety and financial standpoint. Application whitelisting can be an effective strategy in limiting
what programs can run on a computer, which can limit the potential for a cyber security attack.
A
ttacks on critical infrastructure and The uncertainty and lack of transparency
energy organizations are becom- surrounding cyber attacks in industrial sectors
ing more frequent and costly from have made them difficult to not only prevent and
financial and shareholder perspec- mitigate, but also to understand. When hackers
tives. These attacks are calculated, hijacked the systems of two power distribution
sophisticated, and persistent to achieve the end companies in Ukraine, 80,000 customers lost
goalwhether they access data or damage the power. The illusive critical infrastructure cyber
operational technology (OT) environment. This attack became a reality for everyone.
has spurred energy organizations to be aware of To help guide organizations, the U.S. Depart-
existing cyber vulnerabilities and seek solutions ment of Homeland Security (DHS) recent-
to improve their security posture, maintain best ly issued its Seven Steps to Effectively Defend
practices, and prevent the next major disruption Industrial Control Systems, which identified
to operations. the implementation of application whitelisting
Because these attacks are most often aimed as the most effective strategy to mitigate poten-
at the industrial control system network, they tial cyber threats. Application whitelisting has
have the potential to cause catastrophic damage traditionally been challenging to configure in
in comparison to information technology (IT)- ICS networks, but recent innovations and shift-
specific incidents. ing business strategies toward a managed secu-
These attacks pose risks to human safety, rity service model have enabled much easier and
physical equipment, and are very expensive. In cost-effective adoption.
2015, the average annual cost of cyber crime
MORE for energy and utility companies was $12.8 mil- What is application whitelisting?
ADVICE lion, which led all industries in highest cost aside In the IT environment, application whitelist-
KEY CONCEPTS
from the financial sector. Its not exactly a com- ing is an administrative process designed to
Cyber security attacks pose risks to petition anyone wants to win, but a reality faced limit what applications can run on a com-
human safety and physical equipment in industrial environments. puter. Similarly in an OT, industrial envi-
and are very expensive for companies. The rising costs are associated with the ris- ronment, application whitelisting runs on
Application whitelisting is an ing number of threats. Attacks on critical infra- human-machine interface (HMI) computers
administrative process designed to structure have increased dramatically in the last and designates the specific applications that are
limit what applications can run on a
computer. few years, up 20.4% in 2015 compared to 2014 allowed to run on the ICS network.
Many vendors have developed according to an ICS-CERT report, but they This strong layer of protection for a net-
whitelisting mechanisms to determine have not been as widely reported as IT breaches work that is overlaid on physical assets helps
the validity of software processes run- because they arent as pervasive and remain con- detect and prevent cyber attacks in the form of
ning in a control system. tained within the organization. malware that could directly impact the opera-
GO ONLINE In some cases they may not even be rec- tion of those assets. By ensuring that only gen-
See additional stories about the ognized as a cyber attack until months later. uine firmware code is capable of running on
industrial control systems (ICSs) According to the 2015 SANS industrial control the secured controller platforms, application
online at
www.controleng.com. system (ICS) security report, 34% of industri- whitelisting protects servers from malware and
al organizations surveyed believe their systems zero-day attacks.
CONSIDER THIS
What other protocols and methods
have been breached more than twice in the past One downside to application whitelisting
can companies use to lower the risk year, and 44% were unable to identify the source has been the complexity and cost surrounding
of a cyber security attack? of the infiltration. implementation and maintenance within orga-
G
reater attention to industrial con- the Snohomish Public Utility District (SnoPUD)
trol system (ICS) cyber security is is a prime example of how convergence has killed
required with greater connectivity the air gap. As the largest public utility in the state
and information flow in manufactur- of Washington, the facility had robust security in
ing and in process plants. The Inter- place on the corporate network to presumably pre-
net of Things (IoT) refers to the billions of smart vent adversaries from gaining access to its ICS net-
connected devices, from simple sensors to complex work. Although the facility had corporate security
machines, that affect business locally, regionally, and was NERC CIP compliant, assessors gained
and globally, with personal behavior. access to the ICS network within 22 minutes and
The IIoT and Industrie 4.0 plat- then found zero security tools in place.
forms are comprised of cyber-physical Its an example of how complexity results in risk
systems with connected devices that as well as how regulatory compliance doesnt nec-
collectively make up the smart fac- essarily equate to security. It reinforces the impor-
torya facility or operation with the tance of effective network anomaly detection for
technical advantages of self-prediction ICS systems that can identify unusual events as
and self-awareness in the processes early as possible and notify responders and trigger
used to make and move products and other security controls to protect critical systems.
services. When the network is recog-
nized as a means to deliver value and Monitoring the ICS network
as a conduit to bring new risk to a con- Despite the industrys best efforts, there like-
trol system, the importance of indus- ly will never be standards or federal regulations
trial network monitoring and anomaly advanced enough to keep up with the proliferation
IIoT brings both benefits as well as risks detection becomes apparent. of IIoT and the risks associated with a connected
that will take a toll on those who dont For the electricity sector, for infrastructure. The burden falls largely on each
make proactive investments and establish instance, assuring the reliability of organization to maintain asset integrity. One way to
a comprehensive security program and the bulk power system and mitigating do soakin to how corporations have secured their
culture. Courtesy: NexDefense risks associated with the ever-expand- IT infrastructureis to monitor the industrial net-
ing network connectivity, the North work at all times. With the evolution of a connected
MORE American Electric Reliability Corp. (NERC) devel- enterprise, theres an interdependence of informa-
ADVICE oped critical infrastructure protection (CIP) stan- tion and operational technology functions in orga-
dards. The standards even call out the importance nizations because systems often are integrated.
KEY CONCEPTS
Industrie 4.0, the next manufacturing
of network monitoring for protecting electron- With the array of activity on control system net-
revolution, brings cyber-security risk. ic security perimeters and aid in system security works today, organizations need visualization into
Proactive planning and the use management, incident response, vulnerability, and communications to determine what is approved,
of continuous network monitoring change management. malicious, or accidental. Monitoring control system
can help alert engineers of abnormal Despite the power that comes with negative network infrastructures can aid with identifying a
events and other breaches. reinforcement of regulatory fines for noncompli- newly connected or failed device, misconfiguration
GO ONLINE ance, NERC CIPs positive effects can only come of a system, unauthorized activities and changes to
See more on IIoT and Industrie 4.0 from industry participants that adopt a security the networks health, and highlight the first indica-
with this article online; search on the
headline at www.controleng.com.
culture that extends beyond a check-the-box men- tors of potential cyber attacks. ce
tality that regulations can often drive. IIoT brings
CONSIDER THIS benefits and risks that will take a toll on those who Doug Wylie, CISSP, vice president of product mar-
What other risks could Industrie 4.0
bring to the plant floor and what can dont make proactive investments and establish a keting and strategy, NexDefense. Edited by Chris
you do to offset or minimize those comprehensive security program and culture. Vavra, production editor, Control Engineering,
risks? A recent cyber security assessment published by cvavra@cfemedia.com.
A
software engineer is trying to com- While the engineer streamling a project means
plete a major block of code, but his well, the boss is correct: unsecure code can lurk
boss cut out a large section includ- within such software. Sometimes it can be found
ing some open-source routines down- and removed, but a recent example of a cyber
loaded from the Internet. Replacing security breach proves that the threat can be well
those routines will add days to the project. He runs camouflaged.
to his boss office and pleads: I need to use that
software in the system! The password is <<< %s(un=%s) = %u
You cant use it. Its been compromised. Those of us old enough remember hearing the
The engineer nods, having anticipated that reply. Password game show announcer whispering the
Yes, its open-source and came from the Web, but key word for viewers. Nobody could guess this pass-
weve used it before. I also talked with the software word, but it is changing the threat landscape.
engineers, and they will do a line-by-line review of In December 2015, Ars Technica published a stun-
the source and object code. ning report: On Dec. 17 [2015], Juniper Networks
The boss looks up and glances at his award for issued an urgent security advisory about unauthor-
years of service at an undisclosed location. You can ized code found in the operating system (OS) used
never be sure something isnt in there, he says. by some of the companys NetScreen firewalls and
That brief scene might sound like something secure service gateway (SSG) appliances. A patch was
from a suspense movie, but the situation could be issued to the affected device OS, and forensic investi-
very real given recent events in the cyber security gation determined the unauthorized code acted as a
community. Most think of software as something backdoor into the device, the report said.
that does what its supposed to most of the time and Forensic investigations determined the admin-
therefore sometimes neglect lurking danger. istrator password used to evade normal authen-
Software engineers trying to write code for tication was <<< %s(un=%s) = %u. Security
devices and industrial systems want to avoid re- researchers looking at this bit of gibberish might
inventing the wheel. If someone has already writ- recognize that it was crafted to appear as debugging MORE
ten code to do a certain job, and it works, they dont or test code within a software source code file. This ADVICE
want to write it again. Theyd rather save time by suggests two conclusions:
downloading freeware and open-source code off KEY CONCEPTS
the Web. Or, they could pick up existing code from 1. The unauthorized backdoor was put there Cyber security methods that worked
in the past no longer work because
earlier products with a proven track record. All of intentionally. of the new and sophisticated attacks
this gets cobbled together and loaded into a new being implemented.
device. As long as it does what its supposed to, 2. It was carefully designed to evade detection. End users, integrators, and device
nobody needs to know or care where it came from. manufacturers need to rethink how
This has been the working assumption for quite We seem to be moving into an era where vul- they approach software development.
a while, but the landscape is changing. The cyber nerabilities are built into software deliberately and GO ONLINE
security world is becoming more confusing with then carefully hidden. Attackers aware of the hid- Find more network vulnerabilities
den codes function can use planted vulnerabilities with this article online, and links to
nation-states, hacktivists, and cyber criminals mak-
other articles; if reading the digital edi-
ing their presence known. Hackers and their efforts when they like. tion, click on the headline or use the
reflect a wide spectrum of skill levels. Some are search box at www.controleng.com.
clumsy and easy to spot. Others are more insidious What to Do: End users CONSIDER THIS
and undetectable by all except the most sophisticat- Review device patch statusObviously, the What additional safeguards can
ed forensic cyber specialists. first thing any organization should do is start on companies take to avoid breaches?
E
lectric motor system efficiency and
power electronics are impacting future
energy saving opportunities as attention
moves from motor efficiency to motor-
driven system energy savings. In the
U.S., the first move was to apply motor efficiency
regulation. Next is addressing the system. Focus-
ing on the motion control system can deliver more
than six times the power savings compared to just
looking at motor efficiencies.
Figure 2: The illustration shows all components that make up the system. Figure 1, from Michael Turner, Nidec U.K.
Work continues on establishing energy efficiency levels for entire systems. It Technology Center, provides a visual that helps
becomes clear that the motor is a critical part of this system, but it only makes explain motor energy loss (red) versus useful
up a small percentage of the losses in the Stage 2 energy saving opportunity. motor energy (blue). By continuing to peruse effi-
Courtesy: NEMA ciency of the motor, the challenge would be to
reduce losses, which in this example, are less than
5% the kW loss, exposing the motor user to one or
more of the 10 issues discussed above. The great-
est opportunity for energy saving (reduction in
kWh) is achieved by adding the power converter
to the motor-driven system to optimize the sys-
tem and reduce the kW loss by 30%, 40%, 50%,
or more. When seen in this perspective it becomes
clear that the addition of the power converter to
the motor-driven system has distinct advantages.
T
ology and necessary metrics. he U.S. Dept. of Energy (DOE) announced, on March 11, up to $25 million in avail-
The work continues on establishing energy effi-
able funding aimed at advancing technologies for energy-efficient electric motors
ciency levels for entire systems. Figure 2 shows all
the components that make up the system. through applied research and development (R&D). It is part of the Obama Administra-
tions Mission Innovation effort to double clean energy R&D investments over the next
Stage 2: power drive system 5 years. The effort will fund innovative technologies that will significantly increase
The second stage is to create standards that the efficiency of electric motors, which use approximately 70% of the electricity con-
quantify energy saving delivered by a power drive
sumed by U.S. manufacturers and nearly a quarter of all electricity consumed nation-
system. It becomes clear that the motor is a crit-
ical part of this system, but it only makes up a ally, according to the statement from DOE Office of Energy Efficiency and Renewable
small percentage of the losses in the Stage 2 ener- Energy (EERE). With this online article, link to more information.
gy saving opportunity. Edited by CFE Media from DOE EERE information.
Stage 2 will leverage the motor, inverter, and
controls system referred to here as the power points as requested by the system integrator who
drive system (PDS). Also, in consideration are will be combining the entire system. The stan-
the starters, torque transmission devices, and of dard also provides a methodology for calculat-
course the load (pump, fan, compressor) which ing or testing for all the losses of the inverter and
is now referred to as the extended product. While supporting CDM equipment. It has been deter-
moving forward on this topic, it was discovered mined that the motor losses at any load point can
that it was necessary for a metric to move to loss- be extrapolated from 7 points that can be provided
es versus efficiency. The reduction in losses as a by the motor manufacturer.
result of process control through the use of a PDS This method for extrapolation will be covered
delivers the reduction in kWh. in detail in IEC 61800-9-2 and in IEC 60034-30-2.
It is necessary to use loss reduction versus effi- Methods for testing or calculating the losses for the
ciency when considering total system energy sav- motor at these load points are cov-
ings. Considering an extreme case where the ered in the motor standard 60034-
application requires a period of operation within 2-3 still in progress. Users suggest code
its duty cycle at or near zero speed where the effi- Using the methodology cov-
ciency is 0% it becomes a little clearer that efficien- ered in the future IEC standard interoperability sounds
cy is no longer a meaningful metric. 61800-9 series, the system inte-
The work that is now ongoing in WG 18 (work- grator now has the tools to accu- good but is hard to
ing group 18) is to establish the losses generated at rately predict losses of the system.
various operation points and determine the savings If the losses are equal to the loss- implement.
in energy as a result of using a PDS which includes es of the reference PDS then the
the extended product. The system standard estab- system is an IE 1, but if the losses are 20% lower
lishes a series of 8 points that can be used to evalu- than the reference losses of the PDS then it is an
ate the energy savings. These are shown in Figure 3. IE2 PDS. Even more important, the system inte-
These points have been developed to represent grator can now look at the extended product and
every possible application, but not all load points compare the losses of the extended product ver-
will be required for every application. For example, sus the losses that would have occurred without a
a variable torque application such as a centrifugal CDM by just throttling the load. The system inte-
pump may only find three of the points relevant; PL grator can then accurately establish the energy sav-
(100,100), PL (100, 50), and PL (50, 25). ing of the entire system. Considerably more energy
Reference losses of typical equipment now in savings can be achieved when evaluating the entire
operation are used as the basis for loss reduction. system rather than just the individual compo-
These reference losses have been established for the nents. Incorporating the PDS advantage in stage 2
complete drive module (CDM), motor, and PDS. can increase the power saved by over six times the
The CDM can now have IE levels established amount that could be saved by relying solely on
based on the loss reduction from a reference CDM the motor component efficiency. ce
which is defined in the standard. The motors
already have IE levels established in 60034-30-1. NEMA Motor Generator Section member representa-
The IE3 level established in 60034-30-1 is in har- tives authors are: Rob Boteler of Nidec Motor Corp.
mony with premium levels in NEMA MG1, Table (chairman NEMA Energy Management Committee),
12-12, regulated in the U.S. With this standard it Bill Finley of Siemens, and Tim Schumann of SEW
will be necessary that the motor and inverter man- Eurodrive. Edited by Mark T. Hoske, content manager,
ufacturer provide the losses at all the required load Control Engineering, mhoske@cfemedia.com.
@hannover_messe
@SelectUSA
PhoenixContactUSA
To learn more:
Integrated Industry Discover solutions! www.phoenixcontact.com/GoMesse
Hannover Messe, April 25-29, 2016. input #25 at www.controleng.com/information
American manufacturing
on a global stage
American manufacturing
in the spotlight
Partner Country status lets U.S. trumpet its industrial leadership.
I
By Bob Vavra t leads the world in manufacturing output Going global
Content Manager, CFE Media and helped lead the U.S. economy out of At the press preview for Hannover Messe
recessionso it is a well-earned celebration 2016 in January, fair officials and German
of U.S. manufacturing that will begin April industry leaders were thrilled with the pros-
24 when President Barack Obama delivers pect of the U.S. as the Partner Country, and
the keynote at Hannover Messes opening with the attendance of the President. In the
ceremony. The designation of the United States 70 years since Hannover Messe was first
as the 2016 Partner Country at Hannover Messe staged in 1947, this will be the first time the
will bring the largest-ever U.S. contingent to United States will be the Partner Country.
the worlds largest industrial trade show. Its The key question over the last six months
an effort to build bridges for U.S. companies had been, Is he coming, or isnt he? It was
looking to expand into Europe and beyond, as actually fantastic news, said Jochen Kck-
well as a way for global manufacturers to learn ler, the member of the managing board of
more about the U.S. manufacturing innovations. Deutsche Messe AG responsible for Han-
The weeklong event is expected to draw more nover Messe, at the press preview. It also
than 200,000 attendees, and the presence of is fantastic for the international character
President Obama has added an air of excite- of Hannover Messe. Weve been waiting 70
ment to this years festivities. The real work at years to welcome the U.S. as Partner Coun-
Hannover Messe for U.S. manufacturing leaders try.
will occur in meetings at the U.S. Investment U.S. Ambassador to Germany John B.
Pavilion and among the state economic develop- Emerson also addressed the preview and
ment departments, industry leaders and more said the excitement over the U.S. status at
than 350 U.S. companies making the journey Hannover Messe was mutual. The United
to Hannover Messe. States is honored to be the Partner Country
The United States is home to the most inno- for the 2016 Hannover Messe, and I know
vative and forward-thinking companies in the that Commerce Secretary Penny Pritzker and
world. But in todays global economy, it is not our boss, President Obama, are excited to
enough to simply be the best. We must also be coming here in late April, Emerson told
let the world know that America is open for more than 100 media members from around
business, said U.S. Commerce Secretary Penny the world who attended the preview.
Pritzker. Hannover Messe is a unique opportu- Emerson touted the expanded U.S. pres-
nity for American companies to showcase their ence at Hannover Messe, including represen-
products and capabilities to thousands of global tatives from 40 state and regional economic
advanced-manufacturing representatives. development groups at the U.S. Investment
Hannover Messe is a perfect platform for Pavilion in Hall 3 on the fairgrounds.
small to midsized manufacturers looking to Emerson also focused on the existing
reach potential global buyers, partners and cooperation between Germany and the
investors, said Deputy Assistant Secretary for United States around trade issues. As
U.S. Operations for the Department of Com- you may know, last year the United States
merce Antwaun Griffin. This is a great show became Germanys largest customer; and
to connect to the latest digital manufacturing Germany is Americas largest trading part-
trends, and to meet some of the strongest com- ner in Europe. The ambassador said. In
panies and innovators in the United States and
around the world. Continued on page 28
V
erden is just an hour away on the German Autobahn from distributor network and its existing relationship with compa-
Hannover. So when Block, an electrical engineering and nies such as Wago and Rockwell Automation, where Block is an
manufacturing company, tucked into this German city of Encompass Partner.
27,000 residents in the center of Lower Saxony, travels to We are expanding, Wesner added, The first step is to get
Hannover Messe each spring, company officials feel right at home. Blocks products into engineers hands.
Its the worlds biggest industrial trade fair and its right at
our front door, said Christoph Wesner, who heads standards
and approvals for the 77-year-old company that designs and
manufactures transformers, power quality devices and electri-
cal filters. For more than 40 years, weve visited Hannover
Messe. Its our home.
Block also has a home in Franklin Park, Ill., a Chicago
suburb near OHare Airport, whose history also centers on
industrial manufacturing. Block opened its first U.S. manu-
facturing and sales center in Franklin Park in 2015 and looks
to expand its growing reputation in the United States.
So with the U.S. as the Partner Country at Hannover Messe
2016, Block officials see the year as a chance to celebrate its
history and its future. The American market has great inter-
est for us, said Wesner. The drives and automation market Headquartered in Verden, Germany, but with a new manufactur-
is a very big market for Block. We are doing local production ing facility in the United States, electrical engineering company
and we can better meet the U.S. market requirements by Block has set its sights on global growth. Image courtesy: Block
building locally.
Growth curve
Expansion into the U.S. After Wolfgang Reichelt, chairman and CEO of Block, took over
The growth of Block as a global manufacturer with U.S. roots the company in 1971, hes helped set the company on a course of
will enable the company to expand on its philosophy of being a growth and expansion.
custom manufacturer that can meet the individual needs of their In a company interview, Reichelt noted the company is at that
customers. unique intersection between manufacturing and family. People
More than 80% of our work is customized, said Udo Leonhard are our most important resource, he said in the interview. Even
Thiel, who heads up Blocks research-and-development efforts. if you have state-of-the-art machinery, it will only give you the
They start out asking for standard products, but in the end, they edge over your competitors if its operated by motivated and com-
have their own needs. If were talking about drive manufactur- petent employees. We must find innovative ways of ensuring our
ers, they want accessories like filters that will match their system employees are ready to face future challenges with us.
perfectly. We can put them in different enclosures, and just make The global expansion of Block is part of those challenges. The
slight modifications of a standard enclosure. challenge is meeting the domestic electrical standards with locally
To have that kind of manufacturing flexibility, Blocks manu- manufactured products while also providing U.S. machine build-
facturing operation focuses on hands-on quality control in the ers and OEMs with access to European standards.
plant. The companys Verden facility does its own metal cutting That growth potential is why Block officials see this particular
and bending for enclosures, and transformers are wrapped by Hannover Messe as particularly exciting. It brings both the com-
hand as well. panys traditional home-field advantage as a Hannover neighbor
Its a philosophy Block will bring to its growing manufacturing together with the U.S. Partner Country presence.
operation in the U.S. We want U.S. production supported by Were looking at sensible growth for Block USA and a stronger
German manufacturing know-how to meet U.S. product require- U.S. market share of the Block brand, said Wesner. Were also
ments, said Wesner. We have new ideas for new products with reaching out to U.S. customers in Germany. Were showing Ger-
additional support through the German headquarters to meet man and U.S. know-how by having worldwide products.
the extended market requirements in the U.S. Hannover Messe is where the industrial world comes together,
Ultimately, Wesner said, the growth in the U.S. market, in which he added. If you have a specific problem, or if youre in need of
Blocks name is still becoming known, will be built through its a resource, youll find the resource at that show. PE
T
he Massachusetts Institute of Technology (MIT) in researchers insights into the performance of concrete materials
Cambridge invented GPS, developed Doppler radar are producing safer, less costly construction methods and a longer
and is a pioneer in 3-D printing. Carnegie Mellon life for bridges and other structures across the United States.
University, Pittsburgh, Pa., created the navigation Virginia Tech is a partner with the German university Tech-
software used by NASAs Mars rovers, built robots nische Universitt Darmstadt (TUD). Together, the institutions
that can walk on water and is a birthplace of artificial offer a unique dual bachelors degree in mechanical engineering.
intelligence. Together, the two universities boast more than 100 In this program, U.S. students complete their senior year at TUD
Nobel laureates. In 2016, both will exhibit at Hannover Messe and German students finish at Virginia Tech, earning degrees
in Germany for the first time. from both universities simultaneously.
Carnegie Mellon and MIT are two of Americas most storied Virginia Tech has a long history of working with businesses
research universities. Their participation further spotlights the throughout the world, said Guru Ghosh, the universitys vice
innovative power of Partner Country USA at Hannover Messe, president for Outreach and International Affairs. These part-
said Marc Siemering, senior vice president of Hannover Messe. nerships tap into practical applications of knowledge, allowing
The two universities join leading German institutions such as the businesses to solve problems, create new products, recruit high-
Fraunhofer Society and the Karlsruhe Institute of Technology. quality employees and develop new markets. We look forward
MIT and Carnegie Mellon will exhibit at the U.S. Pavilion to sharing the best of Virginia Tech with the global audience at
in Hall 2. MIT will emphasize the universitys commitment to Hannover Messe.
Mens et Manus training, which leads to commercialization
and entrepreneurship as well as how MIT promotes technology Partnering with business
transfer. Carnegie Mellon will showcase research innovations in Arizona Technology Enterprises (AzTE)the Scottsdale-based
robotics and additive manufacturing with a focus on emerging IP management and technology transfer organization for Arizona
university startup businesses in these fields. State University (ASU)is bringing several startups to Germany.
Joining the delegation will be Fluidic Energy, an ASU spinout com-
An educational process pany that is partnering with Caterpillar Inc. and PLN, Indonesias
More than 20 of the United States top universities and industrial state-owned electricity company, on a project to provide power to
technology institutes will take center stage in the U.S. Pavilion 500 remote villages throughout the island nation. The program
at Hannover Messe 2016. In the Research and Technology trade will deliver reliable, renewable power to 1.7 million people through
fair in Hall 2, exhibitors will showcase groundbreaking research, solar panels paired with Fluidics metal-air batteries.
business startups and global partnerships that line up with the Arizona State Universitys interdisciplinary approach to research
fairs emphasis on the Industrial Internet of Things (IIoT) and and entrepreneurship delivers truly novel solutions to persistent
the German initiative, Industrie 4.0. societal and market challenges, said Annette Kleiser, PhD, the
As part of the United States Partner Country status at Han- AzTEs business development consultant. She will present Inno-
nover Messe 2016, U.S. academic and technology institutes will vation and Impact: Facilitating Use-Inspired-Research Into the
showcase faculty members, student talents and research programs. Marketplace at Hannover Messe Hannover Messe 2016 is an
American universities are leading the way in research and important global showcase for this work, and were very excited
innovation, and in partnering with industry to bring innovations to be part of the USA Research & Technology Pavilion.
to market, said Deputy Assistant Secretary of Commerce for Ser- As the largest recipient of U.S. federal government research fund-
vices Ted Dean. Hannover Messe presents a prime opportunity to ing, the University of California is attending Hannover Messe to
show the world how U.S. research universities are creating global showcase the depth of its research related to energy and climate
solutions that are revolutionizing how ideas become a reality. solutionsto attract industries interested in collaborating with
For example, Virginia Tech will showcase its groundbreaking researchers to create innovations that will help address this global
research and the innovative partnerships it has formed with global challenge.
business and industry. Specifically, the Blacksburg, Va.-based School officials will demonstrate the U.S. governments commit-
school will showcase its Smart Infrastructure Laboratory, which ment to leveraging its resources and talents to create global solutions
examines the use of sensor information to improve the design, for the challenges of energy sustainability and climate change.
monitoring and operation of civil and mechanical infrastructure The University of California is proud to be part of U.S. par-
to investigate how humans interact with built environments. These ticipation in Hannover Messe, said William Tucker, interim
Line
reactors
Make it perfect
Virginia Tech researchers insights into the performance of concrete materials are
producing safer, less costly construction and a longer life for the nations bridges sine filters
and other structures. Image courtesy: HFUSA/Virginia Tech
Intelligent learning
The DUPLOcator camera follows the assembly of a struc-
ture from model building blocks. The robot is now able to
use its modern robot arm and build the recognized struc-
ture on its own.
Fraunhofer
www.fraunhofer.org
Integrated solutions
Integrated solutions based on Industry 4.0 are at the heart of Sicks presentation at Han-
nover Messe 2016, with production applications presented in four different exhibits. Sick
displays will demonstrate how the intelligent use of sensor data is already boosting flexibil-
ity and productivity today. The data is also aggregated in a cloud in a live demonstration,
while various Web services show the possibilities of fully integrated solutions online.
Sick
www.sick.com
Winner
2015
CALL TODAY:
+1 781.938.0707
sales@AzimaDLI.com
PDM MONITORING SERVICES
Frequency inverters
The i500 frequency inverters can be tailored to a wide
variety of machine application and industrial environ-
ment. Compliant with efficiency class IE2, the i500
inverters feature a peak energy efficiency in the 0.33 to
60 hp (0.25 to 45 kW) power range. It features a lower
housing depth along with a sophisticated cooling sys-
tem to reduce heat losses and allow side-by-side instal-
lation with minimal wiring in a smaller control cabinet.
Inverters for control cabinet installation feature IP20
and IP31-rated protection. It also contains different
forms of field bus communication, including Ethernet,
multiple I/O interfaces, and plug options for a keypad,
a USB interface or a wireless LAN module.
Lenze
www.lenze.com
Cloud gateway
The Simatic IOT2000 is designed for industrial IT solutions that
acquire, process and transfer data directly in the production envi-
ronment. For example, it can be used to connect the production to
a cloud-based analysis of machine and production data. This gate-
way can also be retrofitted in existing plants, where it then harmo-
nizes communication between different data sources, analyzes the
data, and passes it on for evaluation in, for example, a cloud. The
Simatic IOT2000 complements the MindConnect Nano cloud
gateway from Siemens. This is already on the market, and is spe-
cifically designed for MindSphere and SAP Hana. The hardware
of the new Simatic IOT2000 gateway is based on rugged, reliable
and long-lasting industrial technology and has a compact design.
The device is suit-
able for mounting
Ethernet cables on a standard rail,
and is equipped
Increased automation in production pro- with a power-
cesses requires the volume of data transmit- saving Intel Quark
ted to be much greater. Since movement processor x1020
also plays a role in modern production (+Secure Boot),
processes, special Ethernet cables have 1 gigabyte RAM,
been designed to ensure reliable move- battery-backed real
ment and reliability. There are 27 cables time clock (RTC)
in the product range, from the chainflex and a large num-
CF888 with a guaranteed service life of up ber of interfaces,
to five million strokes to the new chainflex including two x
CFROBOT8.052, the first robot cable that Ethernet and two x RS 232/485 ports. Simatic IOT2000 can be
complies with the CAT7 standard. easily expanded for tailor-made solutions with Arduino Shields
Igus and miniPCIe Cards. It also supports Yocto Linux and many other
www.igus.com options for programming in high-level languages.
Siemens
www.siemens.com
Traditional and
collaborative robots working
safely with humans
Traditional and collaborative robots, depending on the
application, may be used partially or fully in areas with
human workers, and there are new standards and
applications designed to improve their safety capabilities.
W
hile robots are catching on
as a viable and efficient
option on the plant floor,
making sure they can oper-
ate safely with humans is A fenceless robotic solution, from JMP, a
still a challenge. Robots generally have no idea Fanuc Authorized System Integrator, uses safety
humans are around. Thus, they can cause great sensors and robot safety software. In this case, the
harm if humans enter their work path. Find- robot is not surrounded by guarding, but for safety
ing the right application can be difficult, but it reasons, its motion is monitored and stopped
is imperative. Traditional robots typically work when people are located within its work envelope.
in fenced areas where humans cannot interact Courtesy: JMP Engineering
with them. Collaborative robots, depending on
the application, may be used partially or fully used. High-speed vision systems and LIDAR
in areas with human workers, because sensors sensors allow for traditional robot fencing
alert the robot to humans and slow them to safe to be minimized or eliminated. This pro-
speed and torque. vides better visualization on the plant floor.
Traditionally, fenced and collaborative As a result, equipment can be packed closer
robotic applications each have unique charac- together, and individuals can work easily with
MORE teristics and specific roles to play on the plant a robot, allowing for quicker troubleshooting
ADVICE floor. However, some traditional robots are of issues that arise.
being designed to achieve the same benefit as Over the years, the strengths and weak-
KEY CONCEPTS
Traditional and collaborative robots a collaborative robot thanks to safety software nesses of robots and humans have been better
have their own unique features and and sensor technology developments. This understood. While robots are dependable, reli-
roles on the plant floor, but recent used to be unthinkable with previous itera- able, and consistent in throughput, they can-
technological developments are tions because of the software and technologi- not think and problem solve like humans can.
allowing each robot to behave more
cal developments and the fact that traditional A true partnership between individuals and
like the other.
robots were kept away from humans while robots lends itself to one of the best manufac-
Technology developments are
allowing robots and humans to work they operated. turing processes. This partnership incorpo-
together safely and allowing robots A semi-collaborative subset of applications rates the best of both worldsthe consistency
and humans to use their individual has become popular as a result of improved and throughput of robots and automation, and
strengths to create a true partnership. reliability of safety scanner technology cou- the ability to think, problem solve, and han-
GO ONLINE pled with robot safety systems. These applica- dle variability instinctively. Recent technologi-
Go to www.controleng.com to see tions allow a traditional industrial robot to be cal and safety developments are making such
additional stories about collaborative
used and provide the same benefits as a col- a concept become reality rather than a pipe
robots and worker safety.
laborative robot. In addition, it provides for dream. ce
CONSIDER THIS an increase in payload and speed, as well as a
What safety features and develop-
ments need to be made to make robot reduction in costs. Ken McLaughlin, general manager, automa-
and human interaction on the plant Technology developments have also tion, JMP Engineering. Edited by Chris Vavra, CFE
floor safer? changed plant floor real estate and how it is Media, Control Engineering, cvavra@cfemedia.com.
Improving robotics
with model-based control
Model-based control helps robotic systems estimate torques and forces on the robot during movement
and prevent excessive torque, increasing robot speed and reducing oscillations and settling times.
D
ynamic modeling of
robotic manipula- Servotronix obtained accurate values
tors has been a known by developing additional algorithms and a
methodology in aca- process for automatic identification of kine-
demic circles for many matic and dynamic parameters while the
MORE years. It commonly serves as a tool robot is moved randomly. Servotronix also
ADVICE in robotics and engineering labora- developed dynamic models for other types
tories for research and development of robots, such as SCARA robots, 4-axis
KEY CONCEPTS of humanoid robots and advanced traverse arm robots, and the 5-axis Galileo
Robots can move faster and
smoother when model-based algo- control algorithms, motion simu- Sphere Robot Light (shown), resulting in
rithms predict needed responses with lations, and other academic pur- faster settling time and better trajectory-
speed, load, robot type, and position. suits. Dynamic modeling involves following motion control. All images
Robot paths are optimized using the development of mathematical courtesy: Servotronix Motion Control
dynamic modeling. formulas that describe the dynam-
Models with smooth movement ic properties of the robotinertia, mass, center of demanded high acceleration and extreme preci-
reduce wear and maintenance.
mass, and other characteristics that cannot easily sion. With its inherently fragile structure, the delta
GO ONLINE be measured. Use of dynamic modeling to improve manipulator was highly susceptible to breakage. It
For more about optimized paths, and robot control has been mostly overlooked by devel- posed the threat of impacting and damaging expen-
links to other robot and motion control
articles see this article online. opers and manufacturers of industrial robots. sive loads and production materials.
www.controleng.com/robotics. Potential of dynamic modeling was considered
to resolve performance issues experienced by a Reduce risk of robot damage
CONSIDER THIS
Smarter software can increase
manufacturer of high-speed delta robots used in the The study of delta kinematics is based on
throughput and reduce robot main- semiconductor industry. The solar wafer handling mechanical parallelograms connected by ball-
tenance. applications in which the robots were employed joints, in some systems, to the moving platform
and the arm links. If certain positions or angles are
exceeded, the force needed to break apart the robot
decreases drastically, and the robot can easily dis-
assemble if a collision or strong jerk occurs. These
breaking points are typically at an outstretched
position, with a strong risk of hitting an obstacle. If
an impact is left undetected after the robot breaks,
the potential for even more damage increases.
To overcome disadvantages and provide better
control of the delta robot, engineers adopted and
enhanced a dynamic model with origins in aca-
demic research. The model, or set of algorithms that
describe the delta robot, is half the story.
The model is generic. Parameter values vary
because robots differ in size and mass. Although
the robot kinematics is the same, physical proper-
ties are different. Even in a manufactured series, the
physical properties of each robot may vary slightly
The delta robot poses a risk of damage to itself and its load. Servotronix first and affect performance differently for each robot.
considered the potential of dynamic modeling to resolve performance issues expe- After modeling the robotic system, accurate val-
rienced by a manufacturer of high speed delta robots used in the semiconductor ues of the dynamic parameters need to be obtained.
industry. Servotronix engineers adopted and enhanced a dynamic model whose This was achieved by developing additional algo-
origins were rooted in academic research. rithms and a process for automatic identification of
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Encoders for
ultra-slow motion control
Encoders and speed sensors play a critical role for many motion control
applications, such as industrial test and measurement, automation, security
and surveillance systems, as well as many other applications.
W
MORE hen design engineers use the term object moves, things start to get tricky because the
ADVICE motion control, the first reaction field of view is limited, and the target will quickly
may be to think of high-speed sys- disappear from view if it is not followed smoothly.
KEY CONCEPTS
Tight control of slow speed is
tems with rapid changes in direc- If the target is moving at 20 km/hr at a range
important for many motion control tion and speed. High-speed and highly dynamic of 20 km this equates to a rotational speed of 0.05
applications. motion control applications have technical chal- rpmextremely slow. To keep the target within the
Inductive encoders offer high- lenges, but this is also true at the other end of the users central field of view, this low speed needs to
resolution, noncontact measurement spectrum with very slow speeds. Tight control of be controlled accurately and responsively as the tar-
in tough operating environments. slow speed is an important issue for many motion get objects speed and direction changes. To main-
GO ONLINE control applications, such as industrial test and tain a central position in the field of view, equivalent
Read this story online to link to measurement, automation, and security and sur- to 0.3 m at a range of 20 km then >200 k encoded
other encoder and motion control
stories at www.controleng.com.
veillance systems. points are required or 18 bits of encoded position.
In applications today, it is not uncommon for To maintain smooth motion 20 bits is required, four
CONSIDER THIS high zoom optical systems to focus clearly on a times more than the example mentioned.
What other applications could
benefit? target object 20 km away. When that distant target The traditional approach would be to use an
ZZZIHVWRXVPRELOHDSS
Ethernet
Connectivity
Automation
Controller
Custom
Drives
Custom Motor
Design
Examples of the new gen-
eration of inductive encoders
Custom
that are designed for hazard- Software Vision
ous conditions.
encoder on the systems drive motor and to multiply its counts Aerotech can partner with you to design
per rev through a reduction gearbox connected to the motor. The a custom automation solution for your
higher the gear reduction, the greater the multiplying effect. This specific application at a minimum price.
also means a greater amount of backlash and a less responsive
servo system overall. Such a system would have limited dynam- In our concept machine above, Aerotechs
ic range and typically would be unable to track a quickly moving drive packaging can be customized to fit
object at modest distances of less than a kilometer, as it would lack into the wasp body with special algorithms
the required performance at higher rotational speeds. developed at the firmware layer for flight
The alternative, more modern approach is to use a high-reso- control.
lution position encoder on the output shaft of the gearbox, which
helps avoid backlash effects while maximizing the servos dynamic
Aerotech can accommodate your custom
performance. This approach has been more widely used as high- automation controller needs by using
resolution encoders are less expensive. our plug-in architecture for specific
Because traditional high-resolution position sensing tech- algorithms such as 2D bar code, interfaces
niques have limitations, design engineers are turning to a new type to non-standard sensors, signal outputs
of sensor. The sensors may be thought of as a new generation of synchronized to servo sample time, and
inductive encoders that offer especially high-resolution measure- more. If you have a need for custom
ment of up to 4 million counts per rev (22 bits). Inductive encod- hardware or firmware in your drive
ers use the same basic physics as resolvers, and this allows them to package, contact Aerotech today.
offer high resolution, noncontact measurement in tough operating
environments. Operating in dirty or wet environments allows the
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We customize Aerotech automation for you
cal or capacitive encoders.
Hardware Software HMI Firmware
Rather than the traditional wire wound transformer con-
Packaging I/O Motors Electronics
structions found in resolvers, encoders use printed circuits as
their principle components. This decreases form factor, axial
height, and allows for a large bore. The design makes it easy for Global sales, service, and support
The Americas Europe Asia-Pacific
cables, shafts, and pipes to pass through the middle of the sensor.
Encoders offer a simple electrical interface featuring a dc supply Contact our Control Systems Group
at 412-967-6839 or
and an absolute, digital output. ce sales@aerotech.com to
discuss your application today,
Mark Howard, general manager, Zettlex UK Ltd. Edited or see go.aerotech.com/csg59
by Chris Vavra, production editor, Control Engineering, AH1214A-CSG
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Input #100 at controlengineering.hotims.com Input #101 at controlengineering.hotims.com Input #102 at controlengineering.hotims.com
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BLOCK USA, Inc . . . . . . . . . . . . . . . 59 . . . . . . . . . 28 . . . . .www.blockusa.com Iris Seibert
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Delta Computer Systems Inc . . . . . 14 . . . . . . . . . .11 . . . . .www.deltamotion.com VT, WV, DC, Eastern Canada
Emerson Process Management. . . 24 . . . . . . . . . 20 . . . . .www.emersonprocess.com/operationsperformance Julie Timbol
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Lapp Usa . . . . . . . . . . . . . . . . . . . . . 27 . . . . . . . . . 23 . . . . .www.lappusa.com Media stands for, and what CFE Media is all
about engineers sharing with their peers.
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We welcome content submissions for all
MICROMO . . . . . . . . . . . . . . . . . . . . 25 . . . . . . . . . 21 . . . . .www.micromo.com interested parties in engineering. We will use
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print and in newsletters to keep engineers
Omega Engineering Inc . . . . . . . . . 18 . . . . . . . . . 13 . . . . .www.omega.com informed about the products, solutions and
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www.controleng.com CONTROL ENGINEERING APRIL 2016 | 79
BACK TO BASICS cyber security
Those needing
to protect
I
Its becoming very important for those
needing to protect refineries, power grids, health-
care institutions, traffic systems and other solu-
tions that are run by automated controls to use
specialized security researchers to perform site
assessments and, later, certifications. Those need-
ing to protect critical infrastructures using opera-
tion technology (OT) cannot rely on information
In-house hackers tested all the possible ways these
machine-to-machine (M2M) networks could be
infiltrated to identify where vulnerabilities exist and
determine how to protect against them.
With enough data, the team created a compre-
hensive cyber security solution to help provide crit-
ical infrastructure protection against the persistent
and dynamic cyber threats that challenge produc-
critical technology (IT) security specialists. Both use com- tion environments, transportation systems and
infrastructures puters but work in different environments. healthcare operations. If a system is successfully
Just as someone would not ask the plant man- hacked, it is possible to help stop that attack from
using operation ager to fix the flaw in a Microsoft Windows sys- getting to the internal Internet where it can wreck
tem, the IT director cant be expected to have all the havoc on the factory, grid or drilling station.
technology answers to protecting the OT system. IT special- Once it is installed, a security and quality testing
ists strive to protect data; OT environments work to service that simulates attackers challenging the sys-
(OT) cannot rely keep machines producing. Therefore, the byprod- tem is needed to make sure that the user is control-
on information ucts of IT versus OT attacks are also different. ling who is talking to whom. Such a service imitates
During the 2015 RSA security conference, attackers challenging the companys system.
technology Wurldtechs Frank Marcus, director of technol-
ogy, led a peer discussion that underscored the Ask about repelling attacks
(IT) security heightened profile of cyber security in the age of Also, be sure to ask the mission critical device
specialists. the Industrial Internet. Addressing the audience of manufacturers if they have been tested to repel
global critical infrastructure experts, Marcus spoke cyber attacks. Have they had their products mon-
about the evolution of threats against critical infra- itored to network and operational parameters,
structure. While enterprise cyber attacks may grab allowing vulnerabilities to be discovered and faults
bigger headlines, cyber attacks on physical infra- to be reproduced, isolated, identified and resolved
structures can have greater consequences, includ- before these products are introduced to the mar-
MORE ing environmental damage and human safety. ket? Are they certified to be secure?
ADVICE Protecting these types of attacks are not the In addition, management needs assurance the
KEY CONCEPTS
focus of IT departments. While the primary goal security experts they hire are not only highly cer-
Information technology (IT) and in IT is to protect data, OT security strives to keep tified and trained to carefully assess, design and
operational technology (OT) experts processes running. Whether from outside threats, implement OT security but to do so in their indus-
use computers differently. like hackers or state sponsored actors, or inside try environments. For instance, oil management
Ask mission critical device manu- threats, like human error, in an environment needs to assure that the security experts they hire
facturers about cyber attack testing. where companies are operating drills, electric are certified and trained to carefully assess, design,
Specialized expertise is a must grids, MRIs or locomotives, unplanned downtime and implement OT security in offshore and
for companies looking to secure
operational assets and reduce is simply not acceptable. onshore environments. If the goal is to help secure
compliance penalties. This is especially true for industries such as oil operational assets, reduce compliance penalties, and
GO ONLINE
and gas, energy producers, health facilities and enforce supplier security, specialized expertise is abso-
Read this story online at transportation systems in which even a couple lutely needed. ce
www.controleng.com for more minutes of downtime can yield tens of thousands
information about cyber security of dollars lost. Nate Kube founded Wurldtech Security Technologies
programs and how they can posi- in 2006 and, as the companys chief technology offi-
tively impact businesses.
Developing OT specialists cer. This content originally appeared on ISSSource.
CONSIDER THIS
What other ways can operational In the real world, Wurldtech began with white ISSSource is a CFE Media content partner. Edited by
technology expertise help with hat hackers who recognized there is an incred- Chris Vavra, production editor, Control Engineer-
cyber security protection? ible amount of risk in our critical infrastructure. ing, CFE Media, cvavra@cfemedia.com.
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