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Introduction to Automation Introduction to Automation ISPE Young Professionals January 20, 2011 Timothy Alosi Timothy Alosi New England Controls

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Page 1: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Introduction to AutomationIntroduction to Automation

ISPE Young ProfessionalsJanuary 20, 2011Timothy AlosiTimothy Alosi

New England Controls

Page 2: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Today’s SpeakerToday s Speaker

Timothy AlosiTimothy AlosiNew England [email protected]

• 20+ Years in Automation• Local life sciences experience 

• Lab IntegrationLab Integration• Large Scale Manufacturing• MES and Data Warehousing g

Page 3: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Today’s TopicsToday s Topics

Why Automate

Control Concepts

Automation System Architecture

Process Control Application

Page 4: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Why Automate• Why• Why• Where

Page 5: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Control Concepts• Terminology• Terminology• Control Loop Basics

Page 6: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Terminology: Control LoopTerminology: Control Loop

ControllerController

Input

Output

FinalControlElement

Transmitter

Page 7: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Terminology: Process DefinedTerminology: Process Defined• Process – The process refers only to the quantity or condition of a fluid within a vessel or 

piping system.

• Control Equipment – All the other elements in the loop – the transmitter controller and final

ControllerOutput

Control Equipment  All the other elements in the loop  the transmitter, controller, and final control element.  These are not part of the process.

Control Equipment

TransmitterInput

FinalControlElement TransmitterElement

Process

Quality or Condition‐ Pressure‐ Flow‐ Level

‐ Temperature‐ pH

Page 8: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Terminology: VariablesTerminology: Variables• Controlled Variables – These are the quantities, qualities, or 

conditions that are to be held at some specific valueconditions that are to be held at some specific value• Temperature• pH

• Disturbances – These are variables that can impact the quality, quantity or condition or the controlled variables.• WFI drop valve opening

Filt bl k d• Filter blockage or damage

• Manipulated Variables – A variable that can be manipulated to ensure that the controlled variables remain at the desired level despite disturbances to the process.• Control Valve position• Pump Speed

Page 9: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Process Control Example: Level ControlProcess Control Example: Level Control

• Three tasks must be performed in order to implement process control:– Measure the process variable

Level

p– Compare the PV to the SP to determine if an error exists.

– Adjust the manipulatedLevelTransmitter

Adjust the manipulated variable to minimize the error.

Page 10: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Process Control Example: Level ControlProcess Control Example: Level Control

SightSightGlass

Page 11: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Process Control Example: Level ControlProcess Control Example: Level Control

LevelTransmitter

Page 12: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Automation Architecture• Inputs and Outputs• Inputs and Outputs• Process Controllers• Scalability• Scalability• Communication Networks• Application SoftwareApplication Software

Page 13: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Automation System ArchitectureAutomation System Architecture

NEED:  connect to the devices that measure and manipulate the Process

Page 14: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Automation System ArchitectureAutomation System Architecture

Process Controller withProcess Controller with Input /Output  (I/O) Cards

Point‐to‐Point WiringPoint‐to‐Point Wiring• Analog Inputs•Analog Outputs•Discrete Inputs•Discrete Outputs

NEED:  connect to the devices that measure and manipulate the Process

Page 15: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Automation System ArchitectureAutomation System Architecture

Process Controller withProcess Controller with Input /Output  (I/O) Cards

Digital Busses• Foundation Fieldbus• DeviceNet• Profibus• AS‐I• Modbus• Modbus

NEED:  connect to the devices that measure and manipulate the Process

Page 16: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Automation System ArchitectureAutomation System Architecture

Process Controller withProcess Controller with Input /Output  (I/O) Cards

Wireless• Industrial 802.15

NEED:  connect to the devices that measure and manipulate the Process

Page 17: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Types of Process ControllersTypes of Process Controllers

Single LoopControllers

d lModular“Mix and Match”Add different 

functionality based on PC withS i l

Compact

yneeds / sizeSpecialty 

IO/Software

Compact “All in One”

Page 18: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Automation in All SizesAutomation in All Sizes

Single LoopSingle LoopControllers1 – 5 I/O

Small, Modular S stems

Full Size Industrial Systems

1000’s – 10,000’s of I/OSystems

10’s – 100’s of I/OI/O

Page 19: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Redundancy

Digital Busses CardsNetwork Connections

Cl i I/OControllers

Classic I/O CardsPower Supplies

Page 20: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Automation System NetworkingAutomation System Networking

Engineering Historian Operator Station

Dual Path

Primary Secondary

Dual Path Communications for high Availability

PrimaryNetwork

SecondaryNetwork

Process Controller 1 Process Controller 2

Firewalls for Security

Page 21: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Application SoftwareApplication SoftwareEngineering and

Batch and Recipe

Plant Operations

Integration,History 

andDiagnostics

Recipe  Execution

Operations and Alarms

yCollection and Analysis

Page 22: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

OperationsPC Based Operator 

Station

Mobile WorkerHMI

Panel Mounted HMI

Page 23: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Engineering Environment

Ladder Logic

Function BlocksFunction Blocks

SequentialSequential Function Chart

Page 24: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Process HistoriansProcess Historians

Page 25: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Process Control Application•Discrete Control• Discrete Control• Regulatory / Continuous Control• Process and Safety Interlocking• Process and Safety Interlocking• Batch and Sequential Logic

Page 26: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Discrete ControlDiscrete Control

• Only two states are recognized.  • Difficult to maintain a precise set point

• On / Off• Up / Down

/• Hotter / Colder

• Examples H Th• Home Thermostat

• Switches  • Motors • On‐Off valves

• Application Example: Machine Control (filling/capping)• Application Example: Machine Control (filling/capping)

Page 27: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Continuous/Analog ControlContinuous/Analog Control

• Monitoring and Controlling variableMonitoring and Controlling variable measurements and control elements (flow, pressure temperature)pressure, temperature)

• Application Example: Bioreactor Temperature pH and Dissolved OxygenTemperature, pH and Dissolved Oxygen

Page 28: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Process and Safety InterlockingProcess and Safety Interlocking

• Monitoring and reacting to conditions thatMonitoring and reacting to conditions that could cause process excursions, equipment damage or unsafe conditionsdamage or unsafe conditions

Page 29: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Batch / Sequencing ControlBatch / Sequencing Control

• Coordinates both discrete and analog control toCoordinates both discrete and analog control to ensure that an automated sequence is completed and abnormal conditions addressedcompleted and abnormal conditions addressed

Page 30: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Area

ProcessCell

Unit

EquipmentModule

S88 Physical Model

Class‐Based Configuration

P d

ControlModule

g

S88 P d lS88 S Procedure

UnitProcedure

S88 Procedural Model

S88 State Model

Operation

Phase

Page 31: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Implementation of Physical Model

S88 PhysicalS88 Physical

Area

S88 Physical S88 Physical ModelModel

ProcessCell

Unit

EquipmentModule

ControlModule

Page 32: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Automation Life CycleAutomation Life Cycle

PlanManage

D iI l t DesignImplement

Page 33: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

GAMP “V” Validation Model – Drives Project Activities

Risk  AAssessm

entt

Page 34: Introduction to Automation€¦ · 20/01/2011  · Microsoft PowerPoint - Intro to Automation for ISPE YP 01202011_TS_r2.pptx Author: TSchmidt Created Date: 1/21/2011 12:54:46 PM

Thank YouThank You