White Papers

on 'Batch Management'

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  • Top Five Reasons to Consider Mobility in Manufacturing

    This whitepaper provides five reasons why you should consider mobility in industrial settings. It discusses how plants can provide employees with cost-effective, secure, on-demand remote access to critical information resources and suggests ways in which you can begin to build out your mobile technology base for use within manufacturing.

    Invensys
    12/06/2013
  • Maximizing the Potential of Batch Process Control

    In the recent years, batch process optimization has made significant advances. The efforts that went into the development of ISA-S88/IEC 61512 batch control standard has helped us in this direction. However, in today’s highly competitive environment, optimization of individual manufacturing plants is not enough. In order to maximize the return on investments, control engineers must turn their attentions to site and company wide optimization along with the optimization of the supply chains. Typically, batch processes use many different raw materials to produce various products and grades of products. Market demands require frequent changes in product mix under short notice. Thus, batch processes offers greater opportunities than typical continuous processes for the optimization of raw material and intermediate supplies, production scheduling, and upstream and downstream transportations. For the last five years, the ISA-SP95 committee has been developing the standards for integration of control systems with business systems. This effort is significantly helping site and company wide optimization of manufacturing processes. Additionally, the recent developments in Internet and intranet technologies are increasing the feasibility of supply chain optimization. Today, the challenge for control engineers is to broaden their focus from narrow control issues to wider aspects of enterprise-wide optimization.

    Asish Ghosh, Vice President, ARC Advisory Group
    08/28/2008
  • Safety Logic in Modular Batch Automation

    In the early days of batch automation there was usually a central computer that controlled everything. This computer ran recipes, executed sequential logic, did data acquisition of process variables and also performed direct digital control (DDC) of analog and discrete devices. Since one computer did every thing from sequencing to DDC it was only natural to imbed the shutdown and safety logic into the batch sequential code that was running normal operations. And since one huge monolithic program ran the entire process, the safety logic was always running. In modern S88 (IEC61512) based modular batch automation systems the monolithic code has been replaced by smaller reusable phases controlled by a batch manager that runs recipes. Many who have grown up with DDC imbed safety logic inside the phases. This approach requires an active equipment phase at all times to keep safety logic available at all times. There is a problem with this approach. Phases are transient by nature. They have a beginning and an end. You cannot guarantee that there will always be an active equipment phase. Although there may be some holding logic associated only with a specific phase, often this logic is generic and should be moved up to the unit level. This paper looks at methods available to the user for safety and exception recovery logic in current modular batch systems. Included are case studies of five separate batch projects where recognizing exception conditions and executing safety shutdown logic was essential.

    Thomas E. Crowl, Principal Application Engineer, Siemens Moore Process Automation Inc; Cynthia L. Benedict, Lead Project Engineer, Siemens Moore Process Automation Inc.
    08/28/2008
  • The Zones of Batch Manufacturing and Their Impact Upon Automation

    All of the components, and the zones in which they reside, that comprise the scope and magnitude of batch manufacturing have always been a challenge to fully comprehend at a single instant. When attempting to automate these components one must understand the unique requirements of the zone in which the component resides, as well as the touch points and interactions between the different S88.01 models. The approaches used to modularize and automate these touch points and interactions have a great impact upon the “usability” of the automation. The concepts of “Unit Modes”, Equipment Module and Phase “residency” are key to a usable automated batch manufacturing application. This paper explores the zones of batch manufacturing and an approach to automate the touch points and interactions of the S88.01 models that provides a very usable application.

    David A. Chappell, Technology Leader, Procter & Gamble Company
    08/28/2008
  • Batch Best Practices and Strategic Automation Helping Smaller Companies to Better Business Performance

    With the introduction of S88.01, the impending introduction of S88.00.02 and the drive to automate batch production from the transmitter to the corporate offices, the time has never been better for the small to medium size batch processing companies to benefit from the best practices of the best-in-class companies. This paper discusses and gives examples of an approach which aims to match the automation requirements of a batch site with its business drivers. The procedure starts with a comparative analysis of the batch best practices of a site with those of best-in-class sites, in areas such as technology and the application of standards. It also compares the often overlooked, but very important "soft items" such as skills and management practices. A differential analysis then shows the areas where most focus will bring the best results. Finally a strategic automation plan is developed, with the involvement of the site, to deliver the best balance of technology, organization and skills for the most effective business performance.

    Dr. Maurice J. Wilkins, Managing Director, Breakthrough Process Consulting Ltd.
    08/28/2008
  • Batch Control Application Frameworks and Reuse

    ABB Automation has adopted elements of object-oriented analysis and design in their batch control projects in order to take advantage of the reuse potential inherent in the ISA S88.01 model. Here are some architectural and process tradeoffs that anyone should consider before doing their first project: 1) Define modules at a level of granularity that optimizes reuse without obscuring the process. 2) Be prepared to manage significantly smaller and more numerous modules as compared with traditional procedural decomposition. 3) Give careful attention to module interfaces and communications between modules. 4) Begin with solution patterns that have proven to work in the real world. 5) Think beyond code reuse to design and test documentation reuse for quicker payback. The goals of this paper are: 1) provide a common perspective and terminology for discussions on application reuse, 2) discuss examples of object-oriented analysis and design in batch control and 3) show how most batch control products can be made to support this model, even if they do not utilize object-oriented application languages.

    Allen D. Benton, Consulting Application Engineer, ABB Automation Inc.
    08/28/2008
  • Batch Process Development - An Information Supply Chain

    This paper reviews the information requirements throughout the development lifecycle across different sectors of the batch industries. It then discusses the challenges facing software seeking to enable smarter working through this lifecycle. Aspects considered include the creation, analysis, manipulation and retrieval of process information in ways that enable more effective decision support, eliminate transcription and work cooperatively allowing users to choose “the right tool at the right time”. Some of the issues addressed are: • Uncertainty and data quality/rigor • Risk vs. consequences including the business context • Resource constraints…addressing “what should we do next?” • Multi-disciplinary synergies and frictions (especially chemist & chemical engineer) • Supporting/competing standards…where does ISA/S88 fit? • The differing needs of simulation, design and recipe execution systems Benefits from an effective IT environment are discussed covering both tactical (direct cost and time savings) and strategic (“picking the winners”, time to market, more efficient, robust and flexible processes) benefits. The paper draws conclusions regarding the classes of software needed, the essential nature of fully supporting information sharing, the impact of existing and developing standards, the current “state of the art” available and some ideas on how the future might look.

    Alistair Gillanders, Senior Consultant – Batch Processing, AEA Technology Engineering Software
    08/28/2008
  • Batch Schedules and Production Schedules Which Should You Use?

    The integration of scheduling and control systems invariably involves custom programming or the use of proprietary formats to enable the transfer of production schedules. Currently there are two ISA standards committees developing standard schedule formats. The ISA SP88 committee's S88.02 draft 14 presents a batch schedule object model and a set of relational database tables for the exchange of schedule data. At the time this paper was written the ISA SP95 committee was finishing work on the S95.01 Enterprise/Control Integration standard1. S95.01 defines a production schedule object model. The SP95 committee is continuing work on this model as part of the S95.02 development effort. The committee is expected to develop attributes for the objects. This paper analyzes the two committee's work and proposes a mapping between the different sets of work. The mapping shows how the S88.02 schedule object model and exchange tables can fit into the S95.01 production schedule model and the on-going S95.02 work.

    David Eme
    08/28/2008
  • Bringing the Benefits of the Batch Control Standard (S88.01) to the Flat Sheet Industries

    During the last several years, the ISA Batch Standard (S88.01) has become a commonly understood way of communicating batch system requirements. Traditional batch manufacturing industries such as Food and Beverage, Consumer Products and Pharmaceuticals have realized the benefits of this model. However, non-traditional batch manufacturing applications such as Pulp and Paper, Steel and Plastics can also realize significant productivity benefits by applying the S88.01 model. This paper examines some of these "non-traditional" batch manufacturing applications and outlines the benefits that S88.01 can provide. It also provides a discussion of the usefulness of batch standard terminology for these nontraditional applications. In some instances, the use of actual terminology provides real benefit to the manufacturing process; in others, the application of the standard in principle only is the most appropriate and beneficial.

    Rick Salisbury, Batch Development Manager, ABB Automation Inc.
    08/28/2008
  • Building the Perfect Beast Batch

    The ISA S88.01 Standard for Batch Control, Part 1: Models and Terminology has had a significant impact on the implementation of industrial control systems since its inception in the early 1990’s. One need only examine all the batch management products available in today’s marketplace to recognize the affect S88 has had in standardizing the look and feel of batch applications. While the terms and structures used to describe batch applications are now generally well understood, many users still struggle with the complexities associated with actually building batch control systems. This paper addresses one approach to the ‘how’ of implementing S88. It presents a proven software development methodology that takes the beast out of batch, and allows users to realize many additional benefits by applying the S88 Standard.

    Richard E. Parapar, Principal Systems Engineer, Genentech Inc; William N. Gracely P.E., Principal Technical Consultant, The Foxboro Company; Alan Karner, Applications Manager, APV
    08/28/2008
  • Comprehensive Decision Support Solutions for Improving Operations Management in the Batch Industry Supply Chain

    Many business and process operational decisions ultimately determine the yield, quality and throughput of batch product operations. Improving operations therefore requires analysis of the process starting at the top of the supply chain down to the plant floor. A comprehensive approach to this problem is presented which applies multiple technologies to clearly identify, characterize and deploy solutions for improving batch operations. Impact modeling identifies and quantifies supply chain improvement opportunities that can be explored through “what if” scenarios. By drilling down from the enterprise level into the production environment, opportunities for process improvements and optimization are identified. The benefits of implementing process improvements through knowledge capture and deployment and advanced monitoring, control and optimization systems become clear. Analyzing the global impact of interacting local issues within the context of the entire supply chain and using a suite of technologies to solve local issues leads to comprehensive decision support solutions for improving yield, quality and throughput of batch product operations.

    Bonnie Haferkamp, Business Development Manager, Gensym Corporation; John Wilson, Sales Manager, Gensym Corporation
    08/28/2008
  • Coordinated Batch Execution is the Key Theme of the New Plant Architecture……..…….. A Status Update

    Manufacturers consolidating production facilities around contract manufacturing and outsourcing models are reducing noncore activities so that costs can be decreased and responsiveness to market dynamics increased. While most manufacturers made integrated Enterprise Resource Planning business system and Advanced Planning and Scheduling supply chain system decisions, they have not catered for the detailed production coordination requirements in the plant. This will become evident as E-Business dynamics get closer to directly influencing manufacturing operations in operations such as food, beverage, and consumer packaged goods manufacturing. Plants are still grappling to find software packages to support process based architectures that enable coordinated operations both within the manufacturing site, and externally with the business and supply chain. Market research indicates trends in plant software packages towards model based applications for example MES, in which the model becomes the application. Model based application architectures make it easier to manage the change of migrating from data centric product architectures to the processes represented on the AMR Research REPAC model. This paper examines trends in software products and user manufacturing architectures towards a manufacturing coordination infrastructure that supports requirements emerging from S88 and SP95. The paper addresses the question as to whether manufacturers and software vendors are ready for this change and what it requires to be successful.

    Roddy Martin, Research Director , CPG and Lifesciences Manufacturing, AMR Research
    08/28/2008
  • Costs Abound with Regulatory Noncompliance: Lessons Learned on ERP Implementation

    Over the past several years, the pharmaceutical industry has plunged headfirst into ERP systems implementation. This broad-based effort motivated by Y2K and aging legacy systems created an opportunity for our business to execute several large-scale GMP system projects. All the efforts achieved some level of success; however, all suffered avoidable setbacks. In addition, the ERP vendors always assume that all the solutions lie within their "license." This is a dangerous assumption, in that lower cost GMP compliant solutions exist readily. The purpose of this paper is to discuss several projects in the context of "lessons learned" in an effort to provide guidance for future efforts. The paper will focus on: 1. Development time and control of costs 2. Regulatory compliance and the cost of noncompliance 3. The use of prepackaged systems to offset ERP development expense © 2000-2001 World Batch Forum. All rights reserved. Page 2 4. Functionality (i.e., given time and money, anything can be built) 5. Testing and validation – why they never get together 6. Validation and why it is still a problem 7. Documentation – why it is always created late and wrong 8. Methodologies – are great in sales presentation The paper and its presentation will be a lively but brutally honest discussion of ERP implementations. This paper is geared for IT, QA, and manufacturing professionals involved with or planning to implement an ERP or manufacturing system project in a GMP environment.

    Herman Bozenhardt, Vice President, Foster Wheeler Corporation
    08/28/2008
  • Establishing Compliance of Batch SCADA Systems with FDA cGMP 21 CFR Part 11

    FDA enforcement of a 1997 cGMP regulation, 21 CFR Part 11, for electronic records and signatures, is imminent. Compliance policy Guidelines were issued May 1999 to clarify the agency’s expectations of pharmaceutical and medical device manufacturers. FDA scrutiny of system implementations is anticipated to be extensive. The popular use of “open” architectures and commercial-off-the-shelf software products for automated batch control and data management has introduced many challenges to compliance with this regulation. In addition, legacy systems are not exempt and verification of data integrity compliance is expected to be retroactive. Batch SCADA systems have the proven ability to reduce costs and improve product consistency and the industry is heavily dependent upon their continued application in the manufacturing environment. Regulatory requirements shall be reviewed, with real-world examples of assessment and compliance resolution for Batch SCADA Systems. System functionality requirements shall be stressed without direct reference to product or service brand names.

    Stanley L. Whitman, Consulting Project Manager, Raytheon Consulting & Systems Integration Inc.
    08/28/2008
  • Integrated Batch Solution for Pharmaceutical Rubber Production: The IPS Approach

    Talk integration to a vendor and a customer and you’re likely to get two very different points of view, despite the emergence of standards designed to reconcile these differences. By too carefully defining the limitations of software packages, we risk limiting the functionality of the very manufacturing operation we intended to improve. A responsive, integrated Batch Solution must be capable of positioning itself in the context of the Enterprise Production System, responsible not only for executing a planned sequence of operations, but also for the wider repercussions of its actions. This paper describes the implementation of an Integrated Plant System (IPS) for a major multi-national pharmaceutical company. Of particular interest from a Batch perspective, the asynchronous manual and automatic activities of over 100 recipes are tied to stock movements to ensure raw material is available at the right place and time. This illustrates the point that synchronization is integration, both at the Batch and Enterprise level. The production facility in Milan, Italy, was modeled using the IPS paradigm, and now coordinates all operational activities from equipment maintenance through inventory management to order scheduling and MRP.

    Alastair Orchard, Application Technology Manager, ORSI Group
    08/28/2008
  • Integrating Batch Automation with New Product Development: Meeting the Challenge

    A major cosmetics manufacturer had just finished the first production run of a brand new skin cleanser, when the error was discovered – an ingredient in the cleanser was wrong. Upon investigating, it was discovered that a data entry person had accidentally keyed not the final approved formula, but a previous unapproved version into MES/ERP. The entire production run, including bottles and labels, was disposed of at a $250,000 loss. Traditionally, it has been difficult for product developers to share information not just with manufacturing, but even among themselves. Formulas, and other product development data has been scattered across the enterprise in various R&D labs, and isolated in spreadsheets, legacy systems, disorganized file cabinets or lab notebooks. Due to the lack of a centralized product development information system linked to MES/ERP, formulas have usually been manually keyed, inevitably creating batch errors. A new breed of product development software has emerged that centralizes all product development data, automates the product development process and creates a seamless link between R&D and MES/ERP, ensuring accurate and timely communication not only of new product formulas, but also of modifications to existing formulas. This presentation will highlight this software and detail how it can be used to improve integration of batch automation with new product development.

    Steve Phelan, Senior Vice-President, Formation Systems Inc.
    08/28/2008
  • Batch Distillation: Practical Aspects of Design and Control

    Distillation, both batch and continuous, is the most often used separation technique in the Specialty Chemical Industry. While continuous distillation has historically received the most attention, batch distillation has suffered from some public neglect. This paper will present a summary of design basis criteria and control strategies for a multi-purpose batch still. Given the multiple product and flexible processing requirements of batch manufacturing, optimization of a batch distillation process is generally very equipment and process specific, unless the equipment was designed and is used for manufacturing a single product. The concepts presented here are suitable for processing over 80% of the Crude encountered in the industry and the design features and control strategies shown have accounted for 15-30% improved yields and throughputs.

    Manuel R. Florez, Senior Engineer, Millennium Chemicals, Inc.
    08/26/2008
  • Batch Management in the Supply Chain

    Batch management systems are traditionally composed of two subparts, one assuring the creation and configuration of the recipes, and the other assuring the execution of the recipes, i.e., driving the equipments to make a product. By reducing the total time needed for producing a product, the market can be reached quicker and more money can (hopefully) be earned. Time to market is an important key competitive performance indicator. So, how can time to market be reduced? The execution part of the batch management system must obviously work efficiently, but this alone will not be enough. Personnel, materials, scheduling and maintenance information sent from the ERP system must also be managed in an efficient way. The problem is that traditional batch management systems are not intended to or capable of handling this information. Neither are they intended to handle information concerning warehouses, packaging or material receiving. Rather than extending the batch management system beyond its core role, the importance of the MES system and its capabilities should be stressed. An approach based on the ideas and models presented in ISA S95 is believed to be successful. Dedicated cross industry components manage the functions that are decidedly non-batch. Similar to a traditional batch management system that coordinates and synchronizes the recipe execution, a MES system should do the same for the functions of the components. Applying this approach, the batch management system can truly work in the context of the supply chain!!!

    Charlotta Johnsson, System Architect, Siemens Orsi Automation S.p.A.
    08/26/2008
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