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Industrial Automation - Design, Planning and Using Technology - Jun 1998
Automation

Industrial Automation  - Design, Planning and Using Technology

Table of Contents   Hydraulics and Pneumatics  Hydraulics and Pneumatics Components Air Flow thru Pneumatic
Valves
Hydraulic Fluids, Contamination & Filtration Noise in Fluid Power Systems

Power Transmission  Power Transmission Components Establishing Predictive Maintenance
Failure Analysis of Gears & Bearings Select Servo Technology & Application

Motion Control and Sensors  Motion Control and Sensor Components Selecting Electronic Sensors
Electronic Interfacing  and Controls Selecting Controller for Application


Software Solutions and Applications in Industrial Automation  MES ...these topics are still under construction in detail.
Please excuse.... SCADA
MMI (you can see some of the work on this section by entering here.) QA/QC




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Hydraulic and Pneumatic Components
Accumulators (bladder, piston)Actuators (rotory)  Adapters  Amplifiers  Bearings (composite)  Clamping Systems  
Compressors (air)  Connectors  Control Panels (electrical)  Controllers & Positioners  Couplers (hydraulic)  Cylinder
Tubing (composite)  Cyliners (hydraulic, multi-power, pneumatic)  Drives (electronic)  Filters (hydraulic, all types)  
Filtration (carts & systems)  Fittings (hydraulic, all types)  Gages (instrumentation) Grippers (parrallel)  Headers  
Heat Exchangers  Hoses (hydraulic, pneumatic)  Hydraulic Flanges  Hydraulic Fluids  Industrial Nuts   Intensifiers  
Junction Blocks  Manifolds & Subplates  Motors (air)  Motors (brushless, motor parts, hydraulic)  Nozzles  O-Rings  
Orifices  Packings  Plugs (protectors and expansion) Positioners  Power Units/Packs  Presses (air)  Pressure
Transmitters  Protectors (cable, hoses, thread, cable) Pumps (air operated, hydraulic, vacuum)  Regulators
(pressure) Reservoirs Restrictors  Seals (sealing systems, seal kits, packing) Sensors Shock
AbsorbersSilencersStrainers Switchs (all types) Test EquipmentThreadlock Adhesives  Transducers & Transmitters  
Tubing & Shafting (metal, plastic)Valves (ball, cartridge, check, directional control, electro-pneumatic, flow control,
pilot, pneumatic, pressure control, proportional, servo, solenoid)Wear Rings



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Hydraulic Fluids, Contamination and Filtration

Always to be considered are the properties and characteristics of the fluids handled:  water-, petroleum-, systhetic-,
and/or vegetable-based.  Must be able to compare performance and application of each.  Must understand selection
criteria.
The detrimental effects of contaminants on hydraulic fluid, components, systems, and performance must be
understood.  Must know different types and forms of contaminants and their sources.  Must understand fluid sample
analysis to determine degree and nature of contamination as a step toward improving fluid cleanliness.
Fluid filtration as an integral step toward cleanliness in fluids.  Important are: filter placement within a system
(suction, pressure, and return lines, plus off-line filtration), advantages and disadvantages of each type of filter
media, filter construction, and filter ratings and performance. Must understand selection criteria for best fit.



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Air Flow throught Pneumatic Valves

Three important areas to an understanding of pneumatic systems:

Gas Dynamics - must understand general gas laws, standard conditions for air, how to run calulations, and gas
behavior during compression and expansion.

Flow Rates - must understand the flow of incompressible fluids (liquids), the flow of compressed air, the SCFM
concept, and be know how to run calculations.

Valve Pressure Drop - must understand liquid and air valve coefficients, air valve selection, tables to simplify
calculations, and know how to run calculations.



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Noise in Fluid Power Systems

Different types of noise (airborne, structure-borne, and fluid-borne). Need an understanding of sound pressure,
sound level, decibels, the A scale, and harmonics.  The sources of noise may be pumps, motors, and/or valves.  
Must know noise control - controlling noise at the source, source isolation, increasing the natural frequency of
transmitters, and streamlining and insulating noise sources from their surroundings.



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Power Transmission Components
Ballscrews  Bearings (all types)  Belting  Brakes & Clutches  Breathers  Bushings (ball) Chains (roller) Collars
Connections (hub & shaft) Controls (motor) Conveyors & Components  Couplers & Couplings Drives (all types)
Drum Motors  Encoders  Ends (rod) Expansion Chambers Gears (gear boxes, gear heads) Gib Liners Guides (linear
motion) Inverters Isolation Mounts Linear Motion ProductsLinkages & Connecting Rods Locknuts  Lubrication Systems
 Motor Controls Motorized Pulleys Motors (brushless DC, electric-all types, gear, induction)  Pulleys Reducers (speed)
Relief Vents (pressure/vacuum) SealsSplines Sprockets (all types) Starters (solid state)Switches Tables (positioning)
 Timing Devices  Torque Transmission Wear Strips  Winches




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Failure Analysis of Gears and Bearings

To prevent additional failures, it is often necessary to understand why something failed.  You need to be able to
recognize the various types of failures, normal operating stresses, effects of inadequate lubrication, momentary
overloads, and fatique loads. Futhermore, attention should be paid to setting up a failure analysis program.



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Establishing a Successful Predictive Maintenance Program (RCM!)

Many decision makers consider predictive maintenance programs too complex and costly. In some cases, this is
true.  You must consider the phases, from planning initial concepts and developing cost-benefit analysis to carrying
the project to maturity.  You need to understand how a mature program operates and the methods to ensure they
meet realistic criteria.



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Selecting Servo Technolgy and Applications Correctly

With the wide variety of servos available, it is tempting to select whatever is familiar.  However, that type may not
offer the optimum performance or economy.  The application information needed to make decisions must be
developed.  An understanding of ac, dc, and vector servo drive technologies with emphasis on adjustment
procedures, manual and auto-tuning, and the economic factors must be in place.



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Motion Control and Sensor Componenents

Actuators (linear) Amplifiers (servo)  Blocks (terminal) Blowers Controllers Dampers (inertia) Data Acquisition
Distributed Control Systems Drivers (step motors)Fans Slides (components & systems) Motors (DC brushless,
compact gear, stepper)Measuring Systems Relays Sensors (capacitive, fibre optic, inductive, magnetic,
photoelectric, pressure, ultrasonic) Signal Conditioning Software (various and for step motors)  Switches



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Electronic Interfacing and Controls

Must have an understanding of analog electrohydraulic controls and basic control loops (with regard to speed control
and load disturbances), ability to select sensors relative to speed, torque, pressure, and flow measurements.  Must
know control valves with emphasis on proportional and servo-quality proportional valves, and PID control, including
control algorithms and proportional, integral, and theoretical derivative control action.



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Selecting Electronic Sensors

Must understand the functions and advantages of transducers and how to integrate them into systems.

Types of Transducers - pressure, linear-displacement, rotary, temperature, and other special types.
Application Considerations - electrical interfacing, measurement range, placement within a system, and connections.
Evaluation of selection alternatives by weighing variables to reach an intelligent decision.



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Selecting the Right Controller for the Application

Motion control applications vary widely in speed, positioning, coordination, and other parameters.  There is an
equally wide choice of control options on the market, from the simple operator's devices to programmable logic
controllers and industrial computers.  You must understand how to match a controller to an application's
performance and economic constraints.



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Selecting Software Solutions / Applications
Pros and Cons of each type of software solutions /applications for consideration. A competitive evaluation of
vendors' products and capabilities is part of project assessment and an integral responsibility of the Project
Management Executive.

Assessments begin with an evaluation of the type of application, since there are over 100 categories for specifying
an MES (Manufacturing Execution System).


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Evaluation Areas for Project Management Assessment
System Information  Plant Management Resource Management
Finite Scheduling
Maintenance Management

Manufacturing / Process
Engineering Management
Process / Manufacturing Simulation
Manufacturability Analysis
Engineering Process Development Tools
Computer-Aided Process Planning & Documentation
Electronic Documentation Management, Delivery

Process Management SCADA / Supervisory / Cell Control
Recipe and NC Program Management
Computer-Aided Operator Support
Data Collection, Information Management
Man Machine Interface

Quality Management Quality Documentation
Supplier Management
Process Controls
Inspection and Testing
Laboratory Information Management (LIM)
Non-conformance and Corrective Action
Statistical Analysis
Product Handling and Servicing
Cost of Quality
System Interfaces


System Information  System Information Manufacturing Environment Intended
Installing Base for System
System Pricing
Platform Options
Client/Server or Distributed Architecture Options

System Environment Primary Software Language / Software Tools
Network Capability

System Operational Environment Operating Area
International Language
Input Devices Support

System Interface Options Electronic Data Interface (EDI)
Data Input Format
Data Export Format
Other Electronic Data Interfaces


Supplier Information  Supplier Information Total Personnel for MES
Quantity of Personnel Dedicated to following:
Support, Analysis, and Implementation Services





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Remember, do it right... or you will be very unhappy!

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