Control Engineering 2017-09
Control Engineering 2017-09
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SEPTEMBER 2017
Vol. 64
Number 9
Features 16
WOMEN IN ENGINEERING COVER: Images courtesy: The Big Partnership, in
cooperation with Opito, the oil and gas industry’s safety, standards, and workforce
16 Creating a gender balance development organization.
22 2017 Engineering
Leaders Under 40
Cover Story: Control Engineering and
Plant Engineering are honored to have
discovered and to serve the 35 engineer-
ing professionals named as this year’s
Engineering Leaders Under 40. Preview the Class of 2017 and find
details at www.controleng.com/EngineeringLeaders.
Sometimes the best way to learn is to see how others are doing it. We have
helped many customers in their transition to a smart factory, and now we want
to share some of those stories with you. Visit our smart factory portal to see
what worked for different customers, such as a semiconductor manufacturer
that needed real-time dry pump monitoring, or a leading cosmetic company
that wanted to improve production efficiency measurement.
Vol. 64
Number 9
P1
Inside Process
Appears after page 34; Also, see the Digital Edition:
www.controleng.com/DigitalEdition
P6 Safety compliance P6
and changing industry practices
To minimize worker injuries and incidents, look at existing
workflows to assess the degree of risk and identify areas of
concern. Then form specific and targeted interventions that
can address these gaps.
Departments Products
8 Think Again 45 Industrial 8-port Gigabit
Hot topics for Control Engineering, July through June
switches; Modular power series;
10 Research Brushless dc motor;
Using, integrating Ethernet technologies
ABOVE: Medium-voltage ac
12 Technology Update
drives; RIGHT: Four-level motor
Time-sensitive networking’s benefits for the IIoT
and manufacturing terminal blocks
48 Back to Basics
Ladder Logic: Auto cycles and safety routines
46 Dual-port EtherCAT card;
BELOW, RIGHT: Non-contact position sensing system;
BELOW, LEFT: Portable barcode verifier
News
14 Technical center for CNCs, machine learning expanded;
Internet, manufacturing groups sign memorandum
of understanding
IIoT New Products Control Systems Process Manufacturing Discrete Manufacturing System Integration Networking & Security Info Management Education & Training
The future of cloud computing Aug. 22: Choosing sensors for the
applications
Protection machine vision
July 27: ERP with mobility energizes
systems in rugged, harsh
field services and plant-floor execu-
environments tion
Robotics can automate, improve construction industry. June 13: Leave My Things Alone –
Getting Ready for IIoT
Digital Edition
Point, click, watch See page
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Collaborative Robot
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interfaces and on
assistance” online at www.controleng.com.
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See page
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TECHNOLOGY virtualization
Four virtualization
technology myths holding
organizations back
Virtualization technology beliefs are debunked, proving to be very beneficial for critical, industrial
applications and optimizing operations.
V
irtualization of computer hardware is In addition, to ease the strain of choosing a MORE
here to stay, and it proves its value in hardware backbone, suppliers offer a variety of rec- ADVICE
industrial applications. The automation ommended hardware configurations to support
and operational hardware and software virtualized control system software packages. Hard- KEY CONCEPTS
The benefits of virtualization tech-
that industrial organizations depend on ware can include preconfigured virtual machine nology for industrial applications.
are more reliable, cost-effective, and efficient when templates, with the control system installed and The myths behind virtualized
they’re run in a virtual environment. configured with the proper operating system set- platforms.
However, some organizations have yet to tings to support operation. Using these templates, How virtualization can optimize
embrace virtualization. Resistance to the opportu- automation personnel can quickly and intuitively operations.
nities of virtualization often stems from four com- deliver best-practice installation and configuration GO ONLINE
mon myths. Organizations that have ignored these of the control system. For related links about virtualiza-
myths have gone on to implement state-of-the-art A best practice is also to develop control sys- tion technology, read this article
virtualization applications that have decreased out- tem packages with comprehensive manuals, videos, online. In the digital edition, click
on the headline or search the head-
ages and hours spent on system maintenance. training, and other online features to guide users line for www.controleng.com.
through control system configuration. With avail-
CONSIDER THIS
MYTH #1: Complex systems will able resources for installation, configuration, and
What steps should be consid-
increase dependence on contractors troubleshooting of these packages, automation tech- ered to ensure that virtualization
and automation vendors nicians can manage control system deployments. architecture is secure and installed
In the earliest days of virtualization technology, Implementing a virtual solution for automation properly?
virtualization systems were complex and difficult software also can simplify support, freeing orga-
to manage. Configuring a new virtual architec- nizations from relying on costly contractors when
ture was a specialization requiring engineering and problems arise. Because virtualized control systems
information technology (IT) expertise and signifi- are available as consumer-off-the-shelf products,
cant resources. As a result, many organizations have the plant’s virtualized control system is no longer
come to believe that these systems were simply too a custom deployment with an unlimited number
much for in-house automation engineers to handle of variables, thus, global technical support often
and resisted engaging IT. is available for the product. The standard config-
In recent years, however, new virtualization urations of virtualized packages allow automation
software packages have been built around the con- teams to rely on standard support around the clock.
trol systems that industrial organizations use, with Rather than requiring new personnel with new
the purpose of making virtualization more user- expertise, virtualized automation system software
friendly. These new virtualized infrastructures are allows current automation personnel to confidently
designed to naturally extend automation personnel’s control the backbone of the control system.
expertise.
Virtualized control system applications are MYTH #2: Critical applications
designed to mimic the look and feel of the control shouldn’t be virtualized
system software, simplifying the transition from tra- Virtualization technology has been available
ditional installation to virtual. Best-in-class virtual for many years, but the perceived complexity and
control system packages include a visualizer that related lack of understanding contribute to the
lets technicians see how the virtual networks are myth that virtualization only is useful for non-
laid out, removing the abstraction of how they are critical plant applications. Because industrial envi-
configured, simplifying management. ronments rely on many critical applications for
MIZED!
The most critical applications in an environment often are the
best candidates for virtualization. Applications running in a vir-
tual environment are more dependable than those running on
traditional physical hardware. Relying on virtualization to support
Sensor? Housing? Lens holder? these applications in an industrial environment means an increase
in production and reliability.
Plug orientation? It´s your choice! When a control system runs on traditional hardware and that
The uEye LE USB 3.1 Gen 1 hardware fails, the results can include an emergency for operations
industrial cameras or an unplanned process outage. If the organization does not have
spare hardware to resolve the failure, the outage can last hours or
even days as technicians wait for replacement parts.
In contrast, a control system running on a virtual platform
with high-availability features is at an extremely minimal risk
BOARDLEVEL SINGLE-BOARD OPTION: PLUG
VERSIONS CAMERA ORIENTATION MIC OPTION of shutdown. Even in the most extreme hardware failures, high-
availability features automatically will move and reboot a virtu-
al machine in minutes, resulting in a running replacement long
USB TYPE-C
USB POWER OPTION: WIDE RANGE before most operations personnel are aware there is a problem.
DELIVERY LENS HOLDER OF SENSORS
Critical applications running in a virtual environment have a
much higher uptime. For that reason, the most critical applications
in a facility are the ones that should be virtualized first.
system is no exception. For this reason, infrastructure, resulting in less reliance on impact operational availability, cost, and
many organizations fear that imple- IT staff and faster turnaround for disaster efficiency. ce
menting a virtual platform will put all recovery, changes, and expansions.
their eggs in one virtual basket, mak- Modern industrial organizations pro- Bruce Greenwald is an automation sys-
ing it possible for a catastrophic event vide perfect environments for a vir- tems expert at Emerson Automation Solu-
to wipe out all systems. tual infrastructure, and virtualization tions. Edited by Emily Guenther, associate
Virtual control systems are designed can remove some of the space, hard- content manager, Control Engineering,
to manage disaster recovery. These soft- ware, and obsolescence constraints that CFE Media, eguenther@cfemedia.com
ware packages feature virtual machine
(VM) replication and cluster man-
agement. When properly implement-
ed, these features ensure that regular
machine snapshots are transferred to
another cluster in a different location.
In the case of a disaster, these replicas—
generally a maximum of no more than
five minutes old—can quickly be start-
ed, avoiding the need to perform a full
restore from backup as is necessary with Brushless DC Motors Stepper Motors Piezo Motors Brush DC Motors Linear Actuators
traditional hardware.
Organizations using best practices
in separating VM replicas will experi-
ence significantly faster disaster recovery
than an operation relying on traditional
hardware.
• Users can now preview the most • The most relevant data about an
pertinent data of a System Integrator integrator’s engineering services appear
before clicking to view the full on one page on their corporate profile –
corporate profile other details are organized by tabs.
”
other System Integrator database combined. We not only going
to renew our profile this year, we plan on upgrading.
William Aja, Panacea Technologies
www.controleng.com/global-si-database
INSIDE PROCESS PID control
To PID
or not to PID
The venerable proportional-integral-derivative (PID) algorithm can solve a variety
of feedback control problems, but not all.
P
roportional-integral-derivative (PID) alternatives that require taking the pro-
loops are by far the most common cess offline for tests. And even when a more
feedback control mechanism for advanced control technique theoretically would
industrial processes, as reflected in provide improved performance, the extra effort
Control Engineering’s editorial cover- and expense required may not be worth it.
age. Its website includes almost 8,900 mentions Furthermore, industrial control engineers
of “PID” or “proportional-integral-derivative” have spent more than 70 years examining,
compared to 7,600 mentions of all other control refining, and enhancing the PID technique and
methods combined. developing work-arounds for the shortcom-
Why is that? First, PID loops are relatively ings they’ve found (see “Fixing PID,” Control
easy to understand and implement. The effects Engineering, November 2012, May 2014, and
of the proportional (P), integral (I), and deriva- December 2015).
tive (D) components of the PID algorithm can As a result, PID has become the de facto
be predicted intuitively, sometimes reducing standard—the one controls topic that non-
the design process to “This should work, let’s specialists are likely to study if they’re going
try it,” followed by “That wasn’t quite right, we to study feedback controls at all. Even special-
need more (or less) proportional (or integral or ists tend to prefer PID for simple applications
derivative),” and eventually ending with, “Good because it can get the job done with less of the
enough.” mathematical modeling and analysis associated
When a process is already up and run- with more advanced techniques.
ning, this kind of trial-and-error design can be The historical popularity of the PID algo-
much more convenient than the more academic rithm has in turn motivated automation
MORE
ADVICE
KEY CONCEPTS
The historical popularity of the PID
algorithm has motivated automation
vendors to offer PID controllers as an
off-the-shelf commodity.
Fortunately for the process industries,
many if not most processes requiring
the control of temperature, pressure,
level, and flow tend to be well-
behaved.
There are times when PID would be
overkill.
GO ONLINE
Read this story online at
Figure 1: In this example of a “well-behaved” process, the process variable (green) reacts more-or- www.controleng.com for more infor-
less immediately to a step change in the control effort (red). It then rises at an ever-decreasing rate until mation on PID control.
it reaches a steady-state value. First-order lag processes such as this one—common in temperature,
CONSIDER THIS
pressure, and flow control applications—are particularly amenable to PID control. All images courtesy: Are the processes in your plant well-
Control Engineering behaved, challenging, or difficult?
‘Fortunately for
the process
industries,
many if not
most processes
requiring the
control of
temperature,
pressure, level,
and flow tend
to be well-
Figure 2: This process is less well-behaved in that the process variable (green) does not start to
’
behaved. change until the deadtime has elapsed following a change in the control effort (red). This typically occurs
in applications where the controller is acting on a material as it moves past the actuator to a sensor
located some distance away. A PID controller for such a deadtime-dominant process would have to be
endowed with the patience or foresight to wait out the deadtime before expecting any results from its
most recent corrective efforts.
vendors to offer PID controllers as an off-the- well-behaved. Still, there are a number of com-
shelf commodity. Other feedback control algo- mon feedback control problems where PID faces
rithms are available as commercial products, but challenges, some of which can be overcome with
none are so widely available as PID. suitable extensions to the basic algorithm, oth-
ers, not so much.
Widely applicable too
PID’s other big advantage is its ability to han- Harder problems for PID
dle a wide range of control problems across the Consider, for example, the process behavior
entire spectrum of process industries, provided: depicted in Figure 2 where the process variable
does not respond immediately to the control-
The controlled process is reasonably ler’s efforts. It’s not just slow about moving in the
“well-behaved.” direction the controller wants it to go, it doesn’t
move at all until long after the controller has
The controller’s only mission is to force started pushing.
the process variable to match the setpoint If the delay, or deadtime, between the con-
“sooner or later.” troller’s efforts and the beginning of the pro-
cess’s response is not all that long, an unmodified
The actuator responsible for executing the PID controller can be used to regulate the pro-
controller’s corrective efforts has enough cess as long as the PID algorithm is configured
sway over the process to make the setpoint to act slowly and patiently. But if the deadtime
achievable. is particularly long or the application requires
less waiting, a PID controller would have to be
In academic terms, “well-behaved” generally augmented with additional intelligence (see
means the process is first or second order, min- “Overcoming process deadtime with a Smith
imum phase, linear, time-invariant, and either Predictor,” Control Engineering, February 2015).
open-loop stable or integrating. In practical The process behavior depicted in Figure 3 is
terms, that means the process consistently moves an even tougher case. Here, the process variable
in the right direction if the controller continues responds more dramatically to the controller’s
to push it. And if the controller pushes harder, efforts when the process is running near 100%
the process moves faster at a predictable rate capacity. A much less aggressive control effort is
(see Figure 1). required to take the process variable from 50%
Fortunately for the process industries, many to 100% compared to the effort required to take
if not most processes requiring the control of it from 0% to 50%. In other applications, the
temperature, pressure, level, and flow tend to be reverse could be true.
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INSIDE PROCESS PID control
‘
the process variable falls within a certain range. their acceptable ranges. Advanced planning also
Specifically, a conservative controller would is required for multi-variable control where the
There are be configured to take over as the process vari- controller must coordinate the efforts of mul-
able approaches 100%, and an aggressive con- tiple actuators to control multiple process vari-
a number
troller would take over as the process variable ables simultaneously (see “Exploring the basic
of common approaches 0%. The process variable also could concepts of multivariable control,” Control Engi-
be divided into more than two ranges, each with neering, February 2017).
feedback its own PID controller configured to accommo- PID loops could be force-fit into either of
control problems date the process’s behavior in each range (see these applications, but more advanced, custom-
“How gain scheduling works,” Control Engineer- designed control techniques often are more cost-
where PID faces ing, January 2011). effective, at least initially. But all too often, the
On the other hand, if a nonlinear process like specialist who designs and implements them will
challenges, some this example happens to operate with its process move on to other projects, leaving non-special-
of which can variable constrained to just one narrow range, ists to maintain both the process and its control-
then a single, traditional PID controller should ler. Thus, if something goes wrong later on there
be overcome suffice. The other ranges where the process may not be sufficient in-house expertise to fix
becomes either more sensitive to the control- the problem. This situation often leads to the
with suitable ler’s efforts or less wouldn’t matter because the advanced controller being replaced by PID or
extensions to the process would never go there. Fortunately, this is disabled altogether in spite of the resulting per-
a fairly common situation in industrial applica- formance degradation.
basic algorithm, tions where the object is to maintain the process And then there are control problems that
variable at a fixed setpoint. would be difficult, if not impossible, to solve by
others, not so
any choice of control algorithm. Misplaced sen-
’
much. Not suitable for PID sors, undersized actuators, broken connections,
But as simple, popular, and versatile as PID and so on must all be resolved before feedback
loops may be, some feedback control problems control of any kind will work. ce
call for alternative solutions. There are times when
PID would be overkill. Consider, for example, an Vance VanDoren, PhD, PE is a Control
on/off heating element regulating the temperature Engineering contributing content specialist.
within an oven. A PID loop would be necessary Reach him at controleng@msn.com. Edited by
only if high precision were required. Otherwise, a Jack Smith, content manager, CFE Media,
thermostatic controller like the one in most homes Control Engineering, jsmith@cfemedia.com.
IT’S
It’s going to be a monster unless we do things differently.
IMPOSSIBLE
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execution provides a fresh, new look at projects so that you meet your original budget
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R
egulatory compliance in the process development refined through an iterative pro-
industry is in flux owing to fragmented cess. In the next phase, chosen designs are pro-
processes and growth in business. Pro- totyped and mounted on 3-D replicas of the
cess industries worldwide are belea- machinery for testing and further fine-tuning.
guered with issues, such as skills gap, Then follows fabrication, assembly, and instal-
regulatory compliance, and most importantly, an lation of safety guarding systems. Each step is
increase in workplace safety costs. The latter is supervised in accordance with safety guidelines.
connected directly to the rising rate of accidents A similar process must be followed in the
and injuries at the workplace, ineffectual risk case of electrical safety, beginning with thor-
analysis, and inefficient forecasting. ough inspection, identification of risk areas,
Conventional methods adopted by process and development of detailed plans for manag-
industries to ensure safety ing or mitigating risk. Rel-
‘
management and identifica- evant evaluations include
tion of potential hazards, such On the factory floor, load flow studies, short cir-
as Hazard and Operability cuit studies, relay coordina-
Study (HAZOP), have become a few critical safety tion studies, and ground grid
tools to achieve compliance. studies, among others. Based
MORE concerns relate to
Related challenges can be on these findings, it becomes
ADVICE addressed by leveraging the possible to modify settings
KEY CONCEPTS engineering and design exper-
manual installation, on devices that will help
Critical safety concerns relate to tise that the industry applies
manual installation, operation, or operation, or servicing ensure equipment protec-
in manufacturing. A new tion, minimize arc flash, and
servicing of machinery, and electrical
safety. model of process safety man- of machinery, and reduce system disruption.
agement examines constituent Another outcome takes the
’
The solution is first articulated in
virtual form and then refined through components of the problem by electrical safety. form of optimized sequenc-
an iterative process. addressing each. It also is nec- es of operation for protective
Strategic design thinking enables a essary to leverage the power devices. Certified machinery
holistic approach to the complex and of digital technology for instilling greater trust in safety experts or electrical safety experts should
pressing problem of worker safety.
workers through improved working conditions. be familiar with industry standards and legisla-
MORE ON SAFETY tion related to machine safety.
Plant Engineering 2016 Safety Holistic safety
research says more than 70% of
facilities hold regular safety meetings, On the factory floor, a few critical safety con- Data analytics, fewer incidents
perform safety audits, and have cerns relate to manual installation, operation, or According to the International Labour Orga-
established a safety committee to servicing of machinery, and electrical safety. To nization, more than 600 work-related accidents
enforce safety methods. Another 69% design workflows and protocols that minimize take place per minute, worldwide. Concerned
have implemented job safety analysis
procedures.
worker injuries and incidents during such interac- over the rising rate of such incidents, even orga-
www.plantengineering.com/research
tions, the first step is to carry out detailed inspec- nizations with physical safety measures are now
tion and analysis of existing workflows, assessing digitalizing factory floor operations to adapt
GO ONLINE the degree of risk, and identifying areas of con- and ensure safety.
Read this story online at
www.controleng.com for more on cern. Insights derived through this process then The latest industrial trends are heading
safety compliance and a graphic. form the conceptualization of specific and targeted toward Industrie 4.0. Supply chains are bene-
CONSIDER THIS
interventions to address the gaps. fitting from increased intelligence through the
Are you ready to enhance safety in The first and most critical phase of machine connectivity of machinery on the factory floor,
your facility? risk assessment begins with virtual solution which allows for real-time supervision and
‘
can reduce instances of inju-
ries, occupational exposure,
Regulatory compliance in the and casualties. Embracing
yDAS-SCADA -CYBER SECURITY
digital technologies allows
process industry is in flux owing to manufacturers to transcend
bare-bones regulatory com- y1-4 ISOLATED CHANNELS>40
fragmented processes and growth pliance and actively create
’
policies that can enhance
in business. the safety and well-being of
workers.
and safety, productivity, efficiency, output Employee insurance and first-
quality, revenue, and market share, off- aid services also can help. With
setting the initial investment necessary smarter technologies, policies, and prac-
to deploy IIoT-based safety management. tices, manufacturers can deepen work-
force trust and enhance performance,
Disruptive forces enter PPE productivity, and output. Effectively inte-
Wearables have revolutionized the grating smart technologies into manufac-
concept of personal protective equip- turing lays the foundation for the process
ment (PPE) and are no longer limited to industry to enter the digital future with
safety elements or gloves. With the addi- greater confidence in its ability to inte-
tion of sensors to existing manufacturing grate a wider range of emerging technol-
infrastructure, information is harvest- ogies to cater to more varied demands to
ed, transmitted, and analyzed to pre- add value. ce
dict and avert risks. Cloud connectivity
increases the speed and efficiency of
data-sharing with stakeholders; in this Divya Bhatt is the head-plant engineer-
case, the workers. ing sales Eurasia, at L&T Technology
Radio chips in workers’ helmets and Services Ltd., a CFE Media content part-
sensors on equipment monitor and ner. Edited by Jack Smith, content man-
help prevent health issues and acci- ager, Control Engineering, CFE Media,
dents, which can in turn translate into jsmith@cfemedia.com.
PROTECT PUMPS
DRY RUNNING • CAVITATION • BEARING FAILURE • OVERLOAD
PUMPING
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In
1 Connection
Up to 5 contacts
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CONTROL
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SENSOR INTEGRATION COMPONENTS
TM
M
Machine operators are prevented from A note on the format of the last rung: the first
changing modes if the system is faulted or enter- two rungs use latch or “set” bits for auto and manu-
ing manual mode if the machine is auto cycling al mode. The last auto cycle rung also is latched by
(see Figure). The machine also is placed in manual means of a “hold-in” contact, the parallel auto cycle
mode upon a home request. The auto cycle com- bit with the same address as the coil. This is a com-
mand allows the auto cycle to start in auto mode if mon technique used in programmable logic con-
MORE no faults are present and for the cycle to stop only troller (PLC) ladder programming and is really just
ADVICE when the auto sequence has not been started. a matter of preference.
KEY CONCEPTS If a fault were to occur, this would ensure that It also is important not to start machinery
The auto cycle command allows the the machine would hold its present state. Other instantly. Rather, users should warn personnel
auto cycle to start in auto mode if no things visible might include a setting that only around the machine that it is about to move. This is
faults are present.
allows a cycle start when the machine is at home or required for most machinery, with the exception of
There are safety parameters
in place to warn others before a
origin position. There also might be a three second simpler machines such as test stations.
machine is supposed to start. hold-down requirement for the cycle start pushbut- The logic also shows how a horn can pulse to
Auto cycle bit or status is designed ton (during which a horn might sound), or special warn people that the system is starting. It requires
to allow auto sequences to start or requirements as defined by a customer. the person starting the machine to hold the button
proceed. Other common items include an immediate stop to create the cycle start request signal. The next step
CONSIDER THIS button (Stopping the machine even if in auto cycle) is to start the system. (See more logic diagrams with
What other benefits can auto cycles or a memory bit for cycle stop (allowing the cycle to this article online; digital edition readers can click on
provide for ladder logic? complete without pressing the button again). the headline for direct access.)
This is by no means the only way to do this, but
it gets across the general idea. There are four things
users should note:
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