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HOW FAR ISTHE EDGE?
How, why and when to use smart devices away from centralized logic
MA
Y 2
01
7
WHAT SIZE MOTOR STARTER?
WHY IIoT NOW?
PLCs, PACs or PCs?
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FEATURES
cover story
How far is the edge?How, why and when to use smart devices
away from centralized logic
Dave Perkon, technical editor
18connections
Understand the IIoT now for the futureThe Smart Factory Task Group, within the Industrial Internet Consortium, is a complex group that is
pulling together several testbeds for the IIoT in manufacturing automation
Dave Perkon, technical editor
30drives
Variable data fi nishing system keeps paceSprint System transforms variable print material to � nished product at 1,500 ft/min
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33
CONTROL DESIGN, (ISSN: 1094-3366) is published 12 times a year by Putman Media, 1501 E. Woodfi eld Rd., Suite 400N, Schaumburg, Illinois 60173. (Phone 630/467-1300; Fax 630/467-1124.) Periodical postage paid at Schaumburg, IL, and at additional mailing offi ces. Address all correspondence to Editorial and Executive Offi ces, same address. Printed in the United States. ©Putman Media 2017. All rights reserved. The contents of this publica-tion may not be reproduced in whole or part without consent of the copyright owner. POSTMASTER: Please send change of address to Putman Media, PO Box 1888, Cedar Rapids IA 52406-1888; SUBSCRIPTIONS: To change or cancel a subscription, email [email protected] or call 1-800-553-8878 ext. 5020. To non-qualifi ed subscribers in the United States and its possessions, subscriptions are $96.00 per year. Single copies are $15. International subscriptions are accepted at $200 (Airmail only.) Putman Media also publishes CHEMICAL PROCESSING, CONTROL, FOOD PROCESSING, PHARMACEUTICAL MANUFACTURING, PLANT SERVICES, SMART INDUSTRY and THE JOURNAL. CONTROL DESIGN assumes no responsibility for validity of claims in items reported. Canada Post International Publications Mail Product Sales Agreement No. 40028661. Canadian Mail Distributor information: World Distribution Services, Inc., Station A, PO Box 54, Windsor, Ontario, Canada N9A 6J5. Printed in the United States.
table of contentsVolume 21, No. 5
ControlDesign.com / May 2017 / 5
product roundup
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9 editor’s page
Innovation in the Digital AgeMike Bacidore, editor in chief
11 live wire
Technology will leave you behindDave Perkon, technical editor
13 embedded intelligence
Door-to-the-floor cybersecurity requirements Jeremy Pollard, CET
14 component considerations
How to size a motor starterThomas Stevic, contributing editor
16 technology trends
See what’s new with photoelectric sensorsRick Rice, contributing editor
41 real answers
Indicator lights or HMI upgrade?—Part II
47 product showcase
50 automation basics
How to specify, size and connect wireDave Perkon, technical editor
COLUMNS
Allied Electronics .................................................................6
AutomationDirect................................................................2
AVG Automation ...............................................................52
B&R Industrial Automation .............................................8
Baldor Electric ..................................................................12
Beckhoff Automation ........................................................4
c3controls ...........................................................................26
Carlo Gavazzi......................................................................25
Dinkle Corporation ...........................................................29
Euchner ................................................................................28
Hammond Manufacturing .............................................22
IDEC Corporation ..............................................................20
Pepperl + Fuchs ................................................................27
SEW-Eurodrive ......................................................................3
Siemens Energy & Automation ..................................10
Telemecanique Sensors ................................................17
TRC Electronics .................................................................51
Turck..............................................................................21, 23
Wieland Electric ...................................................................7
Wago Corporation ............................................................22
ad index
ControlDesign.com / May 2017 / 7
table of contentsVolume 21, No. 5
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ControlDesign.com / May 2017 / 9
“DETROIT, WE HAVE a problem,” warned Alastair Orchard, vice president, Digital Enter-
prise, Siemens (www.siemens.com). “For the first time in centuries, we have to tell our
children they may not have a better life than their parents.” Orchard was one of the pre-
senters at the Manufacturing in America Summit, sponsored by Siemens and Electro-Mat-
ic, attended by more than 2,000 people at General Motors’ Renaissance Center in Detroit.
Historically, growth has always been driven by revolutions in manufacturing. First
it was by steam. Second was by electricity, and the third industrial revolution was by
automated mass production. “Each represented a huge leap forward,” said Orchard. “If you
want to grow, you have to produce more. We’ve sent manufacturing off-shore, chasing
low-cost labor from country to country. Low-cost labor eventually becomes high-cost la-
bor.” Orchard explained how industry has focused on relocating manufacturing facilities
to emerging countries with lower costs of living. Over time, wages rise in those countries,
and corporations have to move
operations again to find lower-cost
labor. The digital enterprise is about
proximity to consumers, replacing
strategies that include off-shoring
and building mega factories.
“We’ve been producing things the
same way for 50 years, so now we’ve turned to the tech sector,” said Orchard. “The same
Moore’s Law that’s put a computer in your child’s Xbox has changed manufacturing. The
cost of key technologies has been dropping. Speed and production have improved.”
Much of the reason for higher profitability, shorter time to market and more production
has been the introduction of digitalization, and more specifically the digital twin. “When
we talk about the digital twin, we’re not just talking about the product,” said Orchard.
“Siemens has extended the digital twin throughout the entire value chain. We’ve created
a digital enterprise. You can identify problems in the design and problems in manufactur-
ing. Bottlenecks can be improved without ever committing a physical resource.”
Siemens runs months of production in a digital simulation. “We can actually generate
the automation code for the machine,” explained Orchard. “We can revolutionize the way
we do commissioning. We make sure it works. We can train operators in the virtual world.
We take that manufacturing blueprint and hand it over to the MES to coordinate all of that
to make sure the plant behaves and the product is made right the first time.”
Siemens already has attempted this in 320 plants. Siemens’ electronics factory in
Amberg, Germany, makes 1 million products per month. “That’s one every second, and
products are delivered within 24 hours,” explained Orchard. “Since we’ve digitized, we’ve
reduced 200 defects/million to just 10. Amberg had 1,200 people working when we started.
And we still have 1,200 people working, but production has increased ninefold.”
Innovation in the Digital Ageeditorial teameditor in chief
Mike [email protected]
technical editor
Dave [email protected]
digital managing editor
Christopher [email protected]
contributing editor
Rick [email protected]
contributing editor
editorial assistant
Lori [email protected]
columnist
Jeremy [email protected]
design/productionsenior production manager
Anetta Gauthier
senior art director
Derek Chamberlain
subscriptionscustomer service
888-644-1803
circulation Audited December 2016
Air & Gas Compressors 553
Engineering & Systems
Integration Services 11,547
Engines & Turbines 1,025
Food Products Machinery 1,569
Industrial Fans, Blowers
& Air Purification Equipment 526
Industrial Heating, Refrigeration
& Air Conditioning Equipment 1,139
Industrial Process Furnaces & Ovens 472
Machine Tools 2,110
Materials Handling, Conveyors
& Conveying Equipment 1,507
Metalworking Machinery 2,600
Mining Machinery & Equipment 510
Oil & Gas Field Machinery & Equipment 1,187
Packaging Machinery 906
Paper Industries Machinery 312
Printing Trades Machinery & Equipment 441
Pumps & Pumping Equipment 891
Rolling Mill Machinery & Equipment 157
Semiconductor Manufacturing
Machinery 817
Textile Machinery 172
Woodworking Machinery 274
Other Industries & Special Industrial
Machinery & Equipment NEC 11,305
TOTAL 40,020
1501 E. Woodfield Rd., Suite 400N Schaumburg, Illinois 60173
630/467-1300 Fax: 630/467-1124
In Memory of Julie Cappelletti-Lange, Vice President 1984-2012
Mike Bacidoreeditor in [email protected]
editor’s page
The digital enterprise is about proximity to consumers.
CD1705_09_Edit.indd 9 4/19/17 3:01 PM
ASSEMBLEDIN THEUSA
usa.siemens.com/ipc
Siemens is proud to begin assembly of select Industrial Personal Computers out of the Lebanon, Ohio facility starting April 1, 2016.
As the demand for IPCs in the U.S. continues to grow, Siemens is making it easier for customers to get the units they order faster.
The units selected for initial assembly represent the most popular configurations from our U.S. based customers and will result in significantly reduced lead times. Additional IPC models will be added over time to the Lebanon, OH facility to further meet customer needs.
These U.S. assembled units will be built with the same rigorous standards as those units produced in Germany, with more than 50 tests, including a 36 hour burn in test, to guarantee the highest quality.
You can continue to order Siemens full line of IPC products. Those configurations not produced in the Lebanon facility will continue to be manufactured in Germany.
See your local Siemens Representative for configuration options
What IPCs will be produced at this location and when?Microbox / Micropanel PC• IPC427D / IPC477D: Spring 2016• IPC427E / IPC477E: Winter 2016
Nanobox / Nanopanel PC• IPC227E / IPC277E: Summer 2016
Rack PC• IPC547G: Spring 2017
What is the customer benefit?Customers will now have significantly shorter lead times for faster delivery. Lead times will be reduced by 40%.
These products will say “Assembled in USA” to qualify for government contracts.
Siemens announces first IPC Assembly Center in the U.S.
Microbox (IPC427D) and Micropanel PC (IPC477D) will be first units assembled
©2
01
6 S
iem
ens
Ind
ust
ry,
Inc.
CD1705_FPA.indd 10 4/19/17 3:15 PM
FOR THOSE OUT there whining about how automation and
technology is eliminating jobs, I wanted you to be aware that
technology will be leaving you behind. There is no doubt; it has
happened in the past, and it will continue to. Any thoughts or
plans to stop it will just ensure technology, and others using it,
will put you further behind.
Instead, advanced manufacturing and design must embrace
technology to create the projects, products and jobs that result.
You don’t have to look further than the demise of the horse-
drawn carriage and the rise of the
automobile to see how technology is a
good thing. The automotive industry is
huge, and it created many high-paying
jobs and many levels of suppliers. And,
let’s face it, most coachmen probably
had to learn to drive a car or a taxi.
Here’s a secret. If you work at
Wallee World and unload trucks, you are going to be replaced
by drones that will work harder than you. It’s inevitable. It’s
not because of automation; it’s just how the real world works.
Automation is needed to increase the productivity, in this case,
of unloading trucks. That’s low-hanging fruit due to a signi� -
cant percentage of workers there who don’t work very hard
or productively, except when necessary to avoid work. These
contracted droids won’t steal either, like some humans do.
Of course, many employees at Wallee World are excellent,
ef� cient workers, and they would like to develop and expand
their skill sets. You know who you are, even if management
doesn’t. So, be aware that those robots are going to need to be
designed, improved, built, operated, managed and maintained.
Any of those tasks will likely pay better than placing the prod-
uct on the shelf that the robot brings to you in the near future.
Can’t do this work due to your skill set or lack of one? Duh, get
a new skill set. Yes, it may be dif� cult and take a while, so start
now. Today. Set your sites high and then exceed them. Technolo-
gy will replace jobs, and those seeking to dumb down things will
not stop it. A better path to a rewarding and well-paying job is to
go out and get trained in a technology or discipline you enjoy.
When selecting a skill to develop, know that some sources of
income and whole industries in the United States will be much
different or not exist in the future. It happened to the textile,
steel and machine-tool industries here to a varying extent and
other industries, as well. I have driven past and � own over
many huge, empty parking lots that used to be full of well-paid
automotive workers, high-tech automation and many robots.
Low-cost labor and trade agreements are just some of the many
reasons it happened. Even thieving countries like China had a
hand in it, by stealing the technology and design.
Technology and automation need to be embraced and need
to be developed here, built here and kept here. If a high tech-
nology is developed here, then use it to manufacture here; or,
I assure you, China will steal it or
likely already has. The manufac-
turing opportunities and employ-
ment they offer are other reasons
to stay close to home.
The National Science and
Technology Council (NSTC, www.
whitehouse.gov/ostp/nstc) thinks
manufacturing plays an outsized role in the U.S. economy. Tom
Kalil, deputy director for Technology and Innovation at the Of� ce
of Science and Technology Policy, claims it is the greatest eco-
nomic multiplier of any other sector by creating four additional
jobs for every manufacturing job. Kalil also claims, “Economic
impacts grow as we add next-generation technologies; advanced
manufacturing produces sophisticated and exclusive products
that we can sell around the world, leading to greater economic
prosperity and increasing the job multiplier to 16:1.”
Again, I cannot agree more. Throughout my career in system
integration and custom machine building, I have seen � rsthand
the reach of technology from the source manufacturer to many
sub-suppliers and service providers.
Technology needs a capable workforce, which leads to oppor-
tunities for skilled or highly skilled labor, engineering and busi-
ness. The NSTC is con� dent that skilled craftsmen, technicians,
designers, planners, researchers, engineers and managers will
be in high demand, and it claims that millions of manufactur-
ing jobs could remain un� lled due to skills gaps.
Although there is no doubt that technology will leave some
of you behind, just as electric lights dimmed the gas lamps,
American innovation will have a job opening available for the
skilled and educated. You will need to develop your skills and
� nd apprenticeships and on-the-job training will keep you in
front. Technology won’t wait to be applied.
Technology will leave you behind
live wire
American innovation will have a job opening available for the skilled and
educated.
ControlDesign.com / May 2017 / 11
Dave Perkontechnical [email protected]
CD1705_11_LiveWire.indd 11 4/19/17 2:27 PM
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ControlDesign.com / May 2017 / 13
Jeremy [email protected]
embedded intelligence
REMOTE ACCESS AND cybersecurity go hand in hand. I have
been doing some market research to gather information for
an upcoming presentation at the ISA Power Industry Division
Symposium (www.isa.org/powersymp/) this June in Cleveland. I
am flabbergasted at what I am finding.
First, remote access as a technology has more solutions than
you can shake a stick at. Vendors are supporting open-source
protocols for remote access of devices over the Internet—VPN
appliances, network appliances and proprietary protocols, along
with physical access restraints and
cable plugger-inners (the ones that
use a network cable as an air gap).
The concept of cybersecurity is
very hazy, as well. The end of IT
and OT being like church and state
is clouded by the requirements of
IT departments that do not under-
stand the reality of OT requirements. Simply put, one can’t
be without email for an hour. Access to the process has to be
available at all times.
Scott Phillips, founder of IIoT Global and president and found-
er of the SearchLite (www.thesearchlite.com) produced a report
on IIoT cybersecurity for manufacturing. While reading the re-
port, my mind wandered to a risk alert from the Department of
Homeland Security on Rockwell Automation and Modicon PLCs.
These devices have the ability to be hacked from the inside or
the outside. Phillips describes various obstacles to a success-
ful implementation of securing industrial control systems with
mitigation trees to roadmap how you would deal with a certain
threat vector. He refers to the basic issues of device protection,
but I wondered where the monitoring of and promoting of sys-
tem firmware would fit into his plan.
While SCADA and the SCADA network are the most vulner-
able, states Phillips, he brings up many good points on how to
implement a policy to do basic industrial control system (ICS)
protection from inside the firewall.
These steps can be taken directly by the floor maintenance
and engineering peeps. However, IT departments have to be
involved for the remaining issues, so you can’t leave them out
in the cold. You can find the report online at www.connected-
factoryglobal.com.
James Scott, senior fellow at the Institute for Critical Infra-
structure Technology (www.icitech.org) has authored a number
of publications dealing with cybersecurity that have resulted
from the collection of data from user surveys.
Scott’s approach for the survey was targeted at the retail
space, and not the industrial space. But the results and implica-
tions are similar, regardless.
Data protection policies are becoming tedious, lengthy and
problematic. The intent of the ISO 27001 standard is to create a
path for certification to put policies and systems in place to ad-
dress the issues that Scott suggests
are ever present in our current IoT
world. Ransomware is on the rise,
and 50% of the respondents said
they had a ransomware attack in
the past. This frightened me: 86%
said they do not have a plan in
place to address security issues.
The report was based on nonprofit organizations that more
than likely use a third party for IT support.
If its security isn’t up to par and an employee of your com-
pany goes to the site to donate, your network may now be
infected. If that computer is also on the OT network, then who
knows what could happen.
Scott mentions that some are using internally developed
frameworks, NIST guidelines, and SANS Institute’s list of the
top 20 critical security controls. Know that there is ISA99/
IEC 62443 and the ISO 27000 series, as well as homegrown IT
rollouts and vendor-supplied frameworks. We don’t have any
consensus on what’s good, right and workable for your level of
expertise and funding.
Scott asserts that backups are important, but it is the down-
time that hurts. Remember about OT being always available.
Houston, we may have a problem here.
One door-to-the-floor requirement includes multi-factor
authentication of the device, the person and the target. Check
out the new government personal-identity verification (PIV)
security. Are we important enough to require this level of secu-
rity? I think so.
Door-to-the-floor cybersecurity requirements
Vendors are supporting open-source protocols for remote access of
devices over the Internet.
JEREMY POLLARD, CET, has been writing about technology and
software issues for many years. Pollard has been involved in control
system programming and training for more than 25 years.
CD1705_13_EmbedIntel.indd 13 4/19/17 2:30 PM
14 / May 2017 / ControlDesign.com
component considerations
Thomas Steviccontributing editor
IN 1906, THE International Electrotechnical Commission (IEC)
was officially formed to study the international standardiza-
tion of electrical nomenclature and ratings and symbols. In the
1920s, IEC began the process of creating standard performance
criteria for electric and electronic systems and services, accord-
ing to Morand Fachot, communications officer at IEC.
In 1926, the National Electrical Manufacturers Associa-
tion (NEMA) was formed to address a broad range of problems
within the electrical manufacturing industry in the United
States. One of the issues the trade or-
ganization worked to address was the
lack of standardization. Products such
as motors and contactors built by one
company could not be easily replaced
with like products from another.
Though similar, the two groups
have different philosophies. NEMA fa-
vors robust design and a wider range of applications, where IEC
focuses on specific applications and performance. To properly
size a NEMA-style full-voltage, across-the-line motor starter,
the only information required is the motor horsepower and
voltage. Sizing an IEC starter of the same type requires knowing
the motor load, the duty cycle and full load current.
NEMA standards list 10 sizes to cover 2-hp to 900-hp mo-
tors. IEC standards specify 20 sizes to cover the same range
of motors. Additionally, IEC defines more than 30 utilization
categories for the contactor part of a motor starter in IEC 947.
Because IEC motor starters are more precisely matched to the
control application, below 100 full load amperage (FLA), they
are typically smaller than a NEMA starter sized for the same
function. NEMA-style starters are designed to be more general
purpose and robust than their IEC counterparts. The advantage
is evident when the motor is called upon to perform under con-
ditions not foreseen at the time of design. The disadvantages of
this robustness translate into a higher initial cost, larger size
and often underused capacity for the NEMA style device.
IEC style starters are typically made up of an interconnected
contactor and overload device. Serviceability is not a design
consideration. When a component of the IEC starter fails, the
contactor or the overload is simply replaced. NEMA style start-
ers often allow access to internal components such as the coil,
contacts and overload heater elements. These parts are service-
able without removing the motor starter from the enclosure.
An overload relay is always part of the motor-starter circuit.
The overload interrupts the current flow into the contactor’s
coil when the current draw of the motor exceeds the overload’s
rating for a specific amount of time. Overloads belong to one of
four classes: 10, 20, 30 and 40. The numeric part of the class is
that maximum amount of time, in seconds, that excess current
can flow to the motor before the relay operates and de-energiz-
es the motor-starter coil.
The simplest type of motor-start-
er overload is the thermal overload
relay. Current passing from line
voltage, through the contactor, is
routed through a resistive element
before being applied to the motor.
As the current increases, the resis-
tive element heats up. When the
current flow is greater than the rating of the overload, the heat
generated by the resistive element warps a bi-metallic spring
causing the overload relay contacts to open, thus de-energizing
the contactor coil. The heater elements are available in different
values, so the motor overload circuit may be adjusted per the
requirements of the specific application. This type of overload
protection is simple and dependable. However, the accuracy of
such a design is dependent upon the manufacturing tolerances
of the resistive element and the bi-metallic spring. Changes in
the line voltage also alter the accuracy of such a device. Some
NEMA style starters, particularly factory-assembled models,
incorporate this type of thermal overload protection.
A second method of overload protection is available for mod-
ular style units. An electronic overload module uses current
transformers to measure the current supplied to the motor. An
electronic overload relay is more accurate than a thermal relay
and provides detection of phase loss, phase imbalance, ground
faults and wider adjustment range.
Electronic overloads are considerably more expensive than
simpler thermal overload. They are also much more compli-
cated with more modes of failure.
How to size a motor starter
NEMA-style starters are designed to be more general purpose and robust
than their IEC counterparts.
THOMAS STEVIC is a controls engineer at Star Manufacturing
(www.starmanufacture.com), an engineering and production
company in Cincinnati.
CD1705_14_ComponentConsider.indd 14 4/19/17 2:32 PM
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16 / May 2017 / ControlDesign.com
technology trends
Rick Ricecontributing editor
PHOTOELECTRIC SENSORS HAVE been around for decades. The
first photo sensor was developed in the 1950s, so it’s not neces-
sarily breaking news that these exist. What has changed over
the years is the sensor package and the technology inside. A
photoelectric sensor uses a change in light intensity to deter-
mine the distance to, presence of or absence of an object. The
light is generated by an oscillator to create a light of predicted
length and frequency. The generated light is then bounced
off of the object or background, and the resultant light beam
is analyzed by a phototransistor to
determine if the light came from the
source, and the result is then convert-
ed into an output that is used to de-
termine logic. Most photo sensors use
infrared (IR) light, and you will find
three basic deployments—opposed,
retro-reflective and proximity.
In the opposed mode, one module transmits the light while
another receives it. This is the most accurate form of sens-
ing, as the receiver will only accept the light that was sent by
its matching transmitter. The object being sensed is passed
through the beam of light between transmitter and receiver.
The receiver then produces an output based on the presence or
absence of an object in the light beam.
A retro-reflective photoeye combines the transmitter and
receiver into a common module and uses a reflective tape or
object to return the transmitted beam to the receiver. Like the
opposed mode, the receiver is looking for an object to block the
beam of light that comes out of the transmitter and is reflected
back by the reflector or tape.
A proximity photoeye uses the same principle as the retro-
reflective photoeye but uses the properties of the object itself
to reflect light back to the receiver. Sometimes called a diffuse
or background suppression photoeye, this device counts on the
light beam being directed to an imaginary point in space and
the light reflecting back will then be expected to be in a particu-
lar spot on the face of the receiver. A deviation in the reflected
light will determine if an object is in the beam.
Let’s talk about package for a moment. Who remembers the
days when a photoeye came in a phenolic casing measuring
1.5 by 1.5 by 4 inches? Over the years, like most things in our
industry, greater things come in ever-shrinking packages. Most
common sensors come in an industry standard 18 mm body or
barrel, and there are a number of companies out there making
sensors to suit most applications. Recent developments have
added some great features to this often used sensor.
Any time light is used as a medium for detection, there is
the risk of interference from any number of causes. Develop-
ment over the years has evolved to use different sources of light
to improve the accuracy of sensing, as well as the distances
over which the light can be transmitted. Diffuse sensors are
nice because they don’t require a
reflector, but they are limited by
the properties of the object being
sensed and its ability to reflect
some of that transmitted light back
at the receiving optics. Early light
sources relied on a light emitting
diode (LED) to produce the neces-
sary light such as visible red or invisible infrared.
Newer sensors rely on the use of lasers to improve the range
of photoelectric sensors. These distances can be from as little
as 6 cm to as much as 5 m for a diffuse (proximity) sensor.
Within the past few years, a new technology has come
into play. The use of a self-contained, complementary-metal-
oxide-semiconductor (CMOS) laser enables sensors to use both
position and contrast to determine the presence of an object.
Recently, a vendor demonstrated the use of Class II lasers to
enhance these devices yet again. Class I sensors were formerly
used. In this package, the accuracy of the sensor was dramati-
cally improved. Not only would it indicate position (distance)
accurately, but it could use both contrast and texture to further
clarify the object presence. The remarkable result is a sensor
that can be used to find a piece of card stock on a conveyor but
also a brown or dark-blue eye spot (registration spot) on a black
shiny film. That same sensor can also be used to detect color.
I have many applications where I’m tasked with accurately
stopping packaging machines based on the presence of a blotch
of color on a piece of shiny film being run through a machine
where the film distance to the sensor might waver due to move-
ment under ambient light conditions where there is a great deal
of reflectivity due to the light itself. The accuracy of the Class II
sensor was amazing. I could teach the basic background versus
target qualities and then go into a deep teach mode where I
See what’s new with photoelectric sensors
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could then further define the target conditions by moving the
object around under the sensor to detune for variances in re-
flectivity due to light and the texture of the material itself.
A major advantage over the Class I device was the distance
at which an accurate change in distance could be measured.
One of the applications that I use distance sensors for is to
watch for the presence of a white or reflective film pouch in
a stainless-steel bucket of a cartoner. The bucket moves by at
60-100 ft/min and has ridges on the bottom of the bucket to
facilitate the transfer of the pouch into the cartoner. In normal
ambient conditions, the ridges kick off light in all directions as
the bucket passes by the sensor. With the Class I sensor I had to
have the sensor mounted within ½-inch of the top of the bucket
due to the limited distance to guarantee an accurate sensing
of the product in the bucket. With the Class II sensor, I have
nearly twice the distance from the background to accurately
detect the object.
One final accolade should be mentioned about this new tech-
nology. The product that I find most difficult is a thin (less than
¼-inch) pouch of a shiny white material with a blue printing on
the surface. Conventional distance sensors could not always
pick up the product, due to both the small distance element as
well as the shiny white film reflecting the ambient light. The
blue print also caused issues as it often absorbed the visible red
light, creating blanks in my sensing window, so much so that
my attempts to filter the signal presence would result in not
picking up the pouch presence at all. The ability to deep-teach
the sensor while seeing the target allowed me to teach out
the blue printing and make the sensor consider that part of a
good read and not part of that highly reflective, stainless-steel
bucket passing by.
This advancement in technology has me thinking about a
photoelectric sensor where I might normally have considered
a vision system as a last resort. Imagine how that affects my
budget for projects. Definitely worth a second thought.
RICK RICE is a controls engineer at Crest Foods (www.crestfoods.com),
a dry-foods manufacturing and packaging company in Ashton, Illinois.
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With the advent of the Industrial Internet of Things
and Industry 4.0, the use of smart edge devices is
becoming more common in factory automation.
A wide variety of these smart edge devices are being used for
data collection and control, but what exactly one is depends
on who you ask. Smart edge devices don’t necessarily make a
smart machine.
What exactly is a smart edge device? What real work are
these computing devices and microcomputers doing at the
edge? And do these smart edge devices make machines smarter
and improve manufacturing?
Taking a step back from the edge, Rich Carpenter, general
manager, controls platforms, GE Automation and Control (www.
geautomation.com) asks, “In today’s modern era, are smart
edge devices re-defining the traditional control loop that has
been in place for about 50 years? Collect your inputs, run your
logic and set your outputs—that is how we have been doing it
for a long time. In today’s world and moving forward, you have
to incorporate the results of analytics and optimization that
happen outside of the normal control loop. The smart edge
device is a critical link between what the traditional control
system can do and the rich set of information available at the
plant, enterprise and even the ecosystem level that can be
incorporated into the day-to-day control decisions.”
What is a smart edge device?“A smart edge device is something that’s able to communicate
one or many plant-floor protocols in a way that isolates that
network and traffic from the Internet,” says Greg Giles, execu-
tive director, MES/Argonaut at RedViking (www.redviking.com)
in Plymouth, Michigan. “Sometimes data can be processed on
the edge device; sometimes the edge device can simply be a
pass-through. In both cases, it’s responsible for passing infor-
mation to an enterprise- or cloud-level server.”
The edge device that RedViking uses as part of its Argonaut
Manufacturing Performance Platform is called a Spearhead (Fig-
ure 1). “Sometimes these more complex versions of a Spearhead
are incorporated into a hardened HMI or drive some other type
of external display,” says Giles. “The simpler implementations
are usually small devices without a display.”
18 / May 2017 / ControlDesign.com
cover story
How, why and when to use smart devices away from centralized logic
by Dave Perkon, technical editor
CD1705_18_29_CoverStory.indd 18 4/24/17 10:36 AM
Smart edge devices perform
information computing, such
as data gathering, data storage and
analytics, at the device level, says Mike
Pantaleano, global business manager—
analytics & cloud at Rockwell Automa-
tion (www.rockwellautomation.com).
“These devices may have cloud gateway
functionality, but what truly makes them
smart is their ability to manage data and
help drive decisions locally,” he says.
Manufacturing systems have always
used edge devices that are located close
to or in contact with the workpieces or
material, says Christian Fell, Posital-
Fraba (www.posital.com). “These include
the sensors, actuators, drives and so on
that provide real-time information to
the control system and carry out its in-
structions,” he says. “Smart edge devices
are just devices that have some level of
built-in intelligence, often in the form
of an embedded microprocessor. These
local microprocessors can perform tasks
such as signal processing to turn analog
readings into calibrated, temperature-
compensated digital data; condition
monitoring; and management of high-
level communications interfaces such as
fieldbus or industrial Ethernet.”
Control and analyticsSmart edge devices may provide control
at the edge. “However, a larger use case
for edge devices has to do with data
analysis, which allows the device to per-
form some basic analytics onboard and
off-line,” says Keith Blodorn, director of
the wireless program at ProSoft Technol-
ogy (www.prosoft-technology.com). “The
immediate value of this is reducing the
torrent of data that would otherwise
need to flow to an analytics engine in
the cloud, since transporting that data
remains the most expensive part of the
big data puzzle.”
That said, an edge device performs
a mission-critical role in production at
the edge, continues Blodorn, but a smart
edge device takes this a step further by
continuing to reliably function while
offering secure enhanced access, control
and visibility into that edge function and
edge devices.
Smart edge devices can be used for
both the control and monitoring of
industrial machines and equipment,
notes Nick Butler, Sr., group manager,
data acquisition & control product
marketing at National Instruments
(www.ni.com). “The purpose of the edge
device is to make the asset itself smart,”
he says. “This is done by connecting
the asset to the network and allowing
the asset to sense and react to its own
operating conditions and environment.
This results in assets that are not only
smarter, but safer, more reliable and
better performing.”
At National Instruments, smart edge
devices must have the following features
or capabilities:
• ability to interface with sensors to
measure conditions inside of and
around the machine
• ability to interface with actuators or
other motion systems to control the
operation of the machine based on
input from the sensors
• connectivity to other devices in the
deployment environment, such as
fieldbuses, other machines and SCADA
systems, as well as connectivity to the
IT/enterprise network, so that the asset
becomes a “thing” on the network that
can be remotely monitored, managed
and controlled
• durability and a rugged enough exte-
rior to withstand the conditions of a
factory or industrial environment
• internal processing and analysis capa-
bilities to process incoming sensor data
and make decisions or control outputs
at the asset.
ControlDesign.com / May 2017 / 19
Manufacturing performance platform Figure 1: RedViking’s Spearhead smart edge device can be a hardened HMI, drive a display or function without a display.
(SO
URC
E: R
EDV
IKIN
G)
CD1705_18_29_CoverStory.indd 19 4/24/17 10:36 AM
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Control, data and smartphones“The set of possible smart edge devices
that can be used for industrial control
is rapidly expanding as ever more com-
pute and sensing capability moves to
the edge,” says Greg Olsen, senior vice
president, products, at Falkonry (www.
falkonry.com). “As long as the device
can transform signal observation into
operational commands or guidance,
it can be considered a control device.
Smartness is clearly subjective, but
the range can include anything from
advanced process control all the way up
to artificial intelligence.”
A smart edge device enables communi-
cation between operators and ICS/SCADA
systems in near real-time, without dis-
rupting, interrupting or altering existing
networks and device configurations,” says
James Scott, senior fellow, Institute for
Critical Infrastructure Technology (ICIT,
www.icitech.org). “Many smart edge
devices are able to make coordinated
decisions even in low-bandwidth settings
or on unreliable networks.”
A smart edge device is some type of
connected industrial device designed to
gather large amounts of manufacturing
data and to have the flexibility to process
data or conduct analytics on the device,
says Eric Reiner, industrial PC market
specialist at Beckhoff Automation (www.
beckhoff.com). “This same device must
also be able to transmit data vertically to
the cloud or other higher-level database
systems, such as MES or ERP,” he says.
“In terms of the Beckhoff portfolio, these
include PC-based controllers, such as
compact industrial PCs and embedded
PCs that can conduct advanced analytics
at the machine and/or push data up via
recognized IoT standards such as OPC
UA, MQTT and AMQP.”
Edge devices are generally routers or
switches that act as a portal for ma-
chines to the outside world, says Tom
Moolayil, senior technical manager at
Universal Robots (www.universal-robots.
com). “Smart edge devices, in this case,
would be smart phones, tablets, cars,
TVs and other devices that are Internet-
enabled,” he says. “These devices would
have access to the factory floor via stan-
dard edge devices, so in tandem I sup-
pose you could refer to them as a smart
edge device. The reason it’s smart is it
gives unprecedented and easy access to
the factory floor.”
Some key smart features“Smart devices alone don’t automati-
cally make machines smart,” says Rock-
well Automation’s Pantaleano. “A ma-
chine requires controllers to orchestrate
the proper sequence, turn things on and
off at the right time and survey various
conditions to optimally control produc-
tion. In this way, the controller adds a
critical layer of context in addition to its
control responsibility.”
One example is Rockwell Automa-
tion’s upcoming Allen-Bradley Compact-
Logix 5480 controller, which will have
Windows 10 built right into it, continues
Pantaleano. “This will create a marriage
of mission-critical control with analytics
and information,” he says. “New soft-
ware tools can help to bring analytics to
existing edge devices. For example, our
new FactoryTalk Analytics for Devices
appliance can provide analytics on de-
vices such as drives to transform them
into smart edge devices.”
New mobile apps are turning the ev-
eryday smartphones in our pockets into
smart edge devices, states Pantaleano.
“Our FactoryTalk TeamOne mobile app,
for example, allows smartphones to be
securely added inside the IT network
and automation layer rather than com-
ing in from outside Internet,” he says.
cover story
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Already today, industrial companies are using this app to diag-
nose issues, collaborate with colleagues and instantly connect
to automation devices (Figure 2).”
The next generation of the control loop will have an inner
and outer loop, says GE Automation and Control’s Carpenter.
“The inner loop is the traditional read inputs, do logic and set
your outputs,” he says. “The outer loop will gather the intel-
ligence and smart information to make better decisions. This is
what drives the need for a smart edge device.”
For brown� eld, existing applications, GE has an outer loop
smart edge device called a Field Agent—a secure authenticat-
ed device that can connect into other information, run analyt-
ics and send the information to the control to make better
decisions, continues Carpenter. “For a green� eld application,
GE has a two-in-one programmable automation controller
(PAC) called the RX3i CPE400,” he says. “Part of the controller’s
processor is used for deterministic control, and part is used
for implementation of the Field Agent. This is a connected
controller smart edge device that can run the inner and outer
loop, simultaneously. The industrial Internet control system
(IICS) has arrived.”
Other key features include the connection and user inter-
face. “Smart edge devices typically have a serial/Ethernet port
or a wireless connection, it may include a TCP/IP stack, and it
contains a mechanism for remote users to connect to the smart
device using device capable of hosting a, typically HTML5, Web
browser,” notes ICIT’s Scott. “Authenticated users can moni-
tor or adjust the system settings through con� gurable rich
graphical interfaces,” he says. “Many smart edge devices do not
require proprietary code/� rmware, contain extensive object
libraries and have built-in GUI functions.”
Hilscher de� nes the edge as that point of contact where OT
control environments connect to IT environments, says Craig
Lentzkow, IIoT business development manager at Hilscher
(www.hilscher.com). “Hilscher Edge Gateways make the con-
nectivity between OT and IT environments,” he says. “Depend-
ing on the product, the Edge Gateways can run customer ap-
plications on them to facilitate edge computing or only stream
cover story
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CD1705_18_29_CoverStory.indd 22 4/24/17 10:36 AM
data from the manufacturing floor to
servers, on-premise or in the cloud.”
Why be smart?“There are new IIoT devices designed
every day,” says RedViking’s Giles.
“We’ve had decades of experience cus-
tomizing MES, incorporating multiple
brands of controllers and software and
networks, and, if you’re a very large
corporation with millions invested in
your legacy systems, you don’t have
much choice but to keep recoding that
black-box MES software. That’s the
whole reason we developed Argonaut.
It’s designed to be an anything-to-
everything platform. It can receive data
from any plant-floor machine or device
and send it to anything that can receive
an API call. Manufacturing companies
won’t have to write new code for every
new device or software application, and
they won’t be tied to any specific type of
equipment. Smart devices are important
to the future of manufacturing data, but
we believe that flexible software is just
as important, if not more so.”
An important reason for building
intelligence into an edge device is to
off-load tasks from the central control-
ler hardware and have the work done by
the edge device, says Posital-Fraba’s Fell.
“This can be achieved by using higher-
level communications systems such as
fieldbus or industrial Ethernet,” he says.
“These systems, which make use of lo-
cal microprocessors or ASIC devices to
manage the interface, take care of data
communication tasks, such as data pack-
aging, handshakes and error-checks,
without burdening the central PLC or
microcontroller.”
The two advantages to using a
separate edge device for collecting and
analyzing data are avoiding load on the
PLC processor and providing a configura-
tion paradigm that is geared toward data
management rather than machine con-
trol, says ProSoft Technology’s Blodorn.
“As it relates to machine control, the PLC
is an edge computer,” he says. “With the
tremendous growth in machine analyt-
ics, some of these edge data collection
tasks will surely fall on the PLC, while
Industrial-strength mobile appFigure 2: A mobile app turns a smart phone into a smart edge device that can connect to automation devices, diagnose issues and collaborate with colleagues.
(SOURCE: ROCKWELL AUTOMATION)
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24 / May 2017 / ControlDesign.com
cover story
others will find better homes in other
devices throughout the system.”
Smart edge devices, such as smart
instruments, are especially important
for process skids, where the system
may be installed in a remote area or not
connected to the main control sys-
tem, says Michael Robinson, national
marketing manger, projects, services
and solutions, at Endress+Hauser (www.
us.endress.com/en). “Data and analytics
from the smart instruments can be sent
directly to a plant’s control systems or
operators without involving the skid’s
control system.”
How to use them“Using our Argonaut platform, smart
device data is captured on a Spearhead
edge device and forwarded to a server
or the cloud,” says RedViking’s Giles.
“It’s all managed from a central loca-
tion, with apps and updates deployed as
needed. It’s efficient because it doesn’t
require a plant-floor PC to run or an
on-site engineer to perform updates. It’s
secure because it uses TLS, token-based
authentication.”
Another example of a smart edge
device starts with a control system up-
grade, by Chicago Electric (www.chica-
goelectric.com), in Carol Stream, Illinois,
using standard PLCs, drives, sensors
and HMI screens. Chicago Electric builds
control systems for a variety of applica-
tions, including the corrugated container
industry. “When a component needs to
be replaced or some new functionality is
required, updating the old software can
be a nightmare,” explains Bob Kaska,
Chicago Electric’s president. “A control
system upgrade frees our customers
from the limitations of proprietary com-
ponents and software.”
The task of measuring the precise
location of machine components is
handled by smart absolute encoders,
says Kaska. “Posital absolute encod-
ers have been a key part of our design
philosophy since 2008,” he says. “They
provide a complete picture of exactly
where each component of the machine
is positioned, even after a power failure
or cold startup. More than 500 Posital
encoders have been built into Chicago
Electric control systems (Figure 3). The
available EtherNet/IP interface supports
both operational data communications
and full device condition monitoring.”
Making robots smarter“In essence, a smart edge device is a tool
that sits on the edge of your private net-
work and allows it to connect to external
resources, including the cloud,” says Eric
Foellmer, chief marketing officer at Tend
(www.tend.ai).
“We use a smart edge device, called
a sidekick, as part of our smart cloud
robotics software solution, in.control,”
explains Foellmer. “The device essen-
tially acts as a router, which connects
any robot to our cloud-based control
system,” he says. “The user can now
control and monitor a Universal Robot,
Smart cloud roboticsFigure 4: A smart edge device with smart cloud robotics software and a vision system enables a robot to interact with machines as a human would.
Smart encodersFigure 3: Smart encoders monitor equipment position on a machine as part of an updated control system.
SOU
RCE
(TEN
D.A
I)
(SO
URC
E: C
HIC
AG
O E
LEC
TRIC
)
CD1705_18_29_CoverStory.indd 24 4/24/17 10:36 AM
for example, that is tending 3D printers
or CNC machines from anywhere using
a secure software app on a smart phone
(Figure 4). This is a smart edge device
using Smart Manufacturing/Industry
4.0 principles today.”
The in.control software and sidekick
also give the robot smart vision. “Using
a vision-based approach to interfacing
with machines is actually a more ver-
satile and forward-thinking approach,
for a number of reasons,” says Foellmer.
“First, there are many older production
machines in use today which can’t be
feasibly connected or integrated via a
physical network. Our solution lever-
ages the customer’s own cameras to
interface with those machines visually,
like a human would. For example, it can
read a display screen, check on part
status or look for errors.”
More importantly, this approach is a
more versatile way of interacting with
machines in general. “It overcomes the
fact that there are so many different net-
working protocols, proprietary software
interfaces and other variables to contend
with when integrating directly between
machines,” explains Foellmer.
The one thing that all machines have
in common, new and old, is that they
were designed to interface visually with
human beings, says Foellmer. “Be-
cause our system interacts with those
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and the way it’s been instructed to dur-
ing the training process—that is, ‘part
not ready; move to the next machine.’”
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Manufacturing systems have always used edge devices that are located close to or in contact
with the workpieces or material.
CD1705_18_29_CoverStory.indd 25 4/24/17 10:36 AM
Software makes the edge smart and connected“One of the main advantages of choos-
ing a software-plus-edge-device ap-
proach is that data and configurations
aren’t lost in the event of some kind of
interruption,” says RedViking’s Giles.
“Data is sent from the edge device and
stored centrally, so if the plant has
some kind of hardware or network fail-
ure, they’ll be able to quickly restore
normal operating conditions. All of the
data and configurations are centrally
managed and deployed.”
Another important bene� t of smart
edge devices is their � exibility and
versatility. “The performance charac-
teristics of a smart device can be largely
de� ned in software,” says Posital-Fra-
ba’s Fell. “For example, the current
generation of Posital’s incremental
encoders can be programmed to have a
resolution—number of pulses per revo-
lution (PPR)—anywhere between 1 and
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Data generation, aggregation and managementFigure 5: In this diagram, the gateway is a computing device that collects data from real-time control networks and converts it to protocols that can be interpreted by IT software.
CD1705_18_29_CoverStory.indd 26 4/24/17 10:36 AM
16,384 PPR,” he says. “There is no need
to make mechanical changes to the
device. This is useful for system design-
ers, since they can specify exactly the
performance characteristics they need,
without compromise.”
We have examples of smart edge
gateways collecting real-time data of
manufacturing processes from one to
more than 30 plants, says Hilscher’s
Lentzkow. “Data is brought to one
centralized location via a software
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Data generation, aggregation and managementFigure 5: In this diagram, the gateway is a computing device that collects data from real-time control networks and converts it to protocols that can be interpreted by IT software.
(SOURCE: HILSCHER)
CD1705_18_29_CoverStory.indd 27 4/24/17 10:36 AM
platform running in each plant,” he
says. “The platform provides process
visualization and sends data in MQTT
format to IT software. The Hilscher
Edge Gateways connect to the ma-
chines collecting process data and the
software platform also runs in the
Edge Gateways providing the IT con-
nectivity (Figure 5).”
Past, present and future“How can smart devices connect and
communicate on a plant floor, to a con-
troller and to the cloud, all efficiently
and securely,” asks Daniel McGinn,
director of business development,
SecurePower—IT Business at Schnei-
der Electric (www.schneider-electric.
com). “This is the ultimate question.
We are already sitting on a mountain
of untapped data and capability. Smart
devices and open networks have been
finding their way into industrial ap-
plications since the early ’90s, often
unconnected or only connected in a hi-
erarchical way to upstream controllers.”
While we hear one conference pre-
sentation after another and see new
articles everyday about the benefits of
smart devices, the Industrial Internet
of Things, Industry 4.0 and Big Data
for Manufacturing, we often ignore
the longstanding reasons that there
have been specifications in place to
prevent that very type of open con-
nectivity, continues McGinn. “Concerns
such as uncontrolled access, network
intrusion, cybersecurity and system
management become front and center
in such an enterprise,” he says.
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Smart edge devices perform information computing, such as data gathering, data storage and analytics,
at the device level.
CD1705_18_29_CoverStory.indd 28 4/24/17 10:37 AM
“We used to install these systems and
effectively forget about them for years,”
notes McGinn. “In an open and con-
nected environment, edge infrastructure
needs to be managed and maintained
in much the same way as IT systems,
but with additional consideration since
we are talking about physical systems
that can cause harm to themselves or
product or even people if not managed
properly. Policies, practices and system
architectures need to be aligned around
these needs. This means specifying
high-availability hardware, including
network redundancy and UPS backup,
much like in IT environments. It also
means having strategies for software de-
ployment, patch management, anti-virus
and, quite possibly, virtualization.”
The future trend will be to push the
data analytic engines from the edge
devices down to the actual devices
themselves, says Nathan Hedrick,
national product manager, � ow, at
Endress+Hauser. “There are two objec-
tives that the sensor and its associated
data are ful� lling,” he says. “First is to
control the process, and that will need to
be performed by a supervisory element
outside the device, and, second, to en-
sure that the measurements and devices
are healthy and performing optimally.”
These smart edge devices will bring
the business thinking to the way your
equipment runs and get a better out-
come for your organization, says GE
Automation and Control’s Carpenter.
“A whole series of apps will be avail-
able to be operated on the various edge
devices,” he says. “The creativity will be
through the industrial community to de-
liver value-added applications. Find the
app that works best for the application,
download it and run it.”
The smart edge devices will help to
fuel the app economy for control that
doesn’t really exist today. Security is
the most important concern. “But you
also don’t want some errant app to
adversely affect the way a machine
runs,” says Carpenter. “The rules for
interacting have been defined,” he
says. “The deterministic side needs to
be perfect all the time, and the smart-
edge-device side, such as a Field Agent,
uses dialog and negotiation to keep
the operators and equipment safe and
optimized.”
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CD1705_18_29_CoverStory.indd 29 4/24/17 10:37 AM
DEVELOPING AND USING technology for
the Industrial Internet of Things (IIoT)
is filled with complexities. The Smart
Factory Task Group (SFTG) within the In-
dustrial Internet Consortium (IIC, www.
iiconsortium.org) is helping end users
and machine builders to navigate those
complexities and become participants in
the Industrial Internet revolution.
“Much of what you hear about the
Internet of Things (IoT), such as Fitbit,
Nest or a connected scale or refrigerator,
is from the consumer side,” says Calvin
Smith, business lead of IoT strategy at
Dell EMC (www.dell.com). “However, one
thing analysts in the IoT space seem to
agree upon is that roughly 70% of the
revenue in the IoT today, and likely in the
future, is on the enterprise side. The larg-
est vertical in that is manufacturing.”
Smith is aware of the potential impact
the IIoT can have in a number of markets
and verticals. “There is significant rev-
enue potential, and there is a lot of cool
stuff that has already been done in the
smart factory space.”
The numbers vary, but, depending on
who you talk to, there are somewhere
between 30 and 50 standards bodies and
consortia that focus on IoT right now,
says Smith. “For some organizations, it is
difficult to make a decision on which to
join or where to be most prevalent,” he
says. “The Industrial Internet Consor-
tium is a global public-private organiza-
tion of more than 270 members, formed
to accelerate the development, adoption
and widespread use of interconnected
machines and devices, intelligent analyt-
ics and people at work. Although they are
not standards-focused, which is an im-
portant piece of the IoT in general, they
are more about getting people together,
forming consortia and making some
collective decisions and putting together
reference architectures and testbeds.”
Essentially, the IIC wants to test out
and prove things in the IoT and make
them real today as opposed to getting
together and talking about things that
might become real over an extended
period of time, continues Smith. “The IIC
is much more about execution and cross-
knitted solutions by different member
organizations,” he says. “This includes
large enterprises, subject matter expert
medium-size businesses, small business-
es and startups, as well,” he says.
Groups and tasks“The IIC structure includes several
working groups managed by full-time
staff,” explains Erik Walenza, CEO,
IoT One (www.iotone.com), Shanghai,
China. “There are working groups cover-
ing areas such as marketing, security
and technology. Under each working
group there are task groups that do the
core work and are run by the members.
The Smart Factory Task Group is under
the Marketing Working Group, which
means our focus is less on creating new
technology and more on aggregating
information and putting it into a format
that makes sense to business decision
makers (Figure 1).”
by Dave Perkon, technical editor
Understand the IIoT now for the futureThe Smart Factory Task Group, within the Industrial Internet Consortium, is a complex group
that is pulling together several testbeds for the IIoT in manufacturing automation
30 / May 2017 / ControlDesign.com
connections
Smart Factory Task Group Figure 1: The Smart Factory Task Group (SFTG) works with many IIC testbeds to demonstrate and educate end users and machine builders in the use of IIoT technology in manufacturing automation.
CD1705_30_32_SmartFactory_featr.indd 30 4/19/17 2:42 PM
Testbeds are the heart of the IIC and
are driven by hardware companies,
software companies and integra-
tors who create and test technology
solutions for the IIoT, says Walenza.
“The SFTG is tasked to look at this IIoT
technology and present how a machine
builder can integrate it into its product
offering for the factory floor,” he says.
“We are looking at ways to upgrade an
end user’s five-year-old equipment to
work with the IIoT without completely
replacing the control system to get
there. We are educating end users on
how to work within the legacy environ-
ment to adopt new technologies and
enable IIoT-connected solutions.”
Smart Factory Task Group advancing the IoT“Smart Factory is an important group for
manufacturing automation, and the tim-
ing is right,” says John Kowal, director,
business development, B&R Industrial
Automation (www.br-automation.com).
“We have the chance now to create stan-
dards and best practices before propri-
etary or quasistandards are adopted.”
Kowal wants to make sure standards
meeting the specific requirements
of manufacturing automation are in
place before everything in the IIoT gets
developed, so it doesn’t end up like OEE,
for example. “With OEE, everyone does
it their own way,” he says. “The Smart
Factory and the testbed working groups
are working to make the new indus-
trial Internet technologies, applica-
tions, products, services and processes
interoperable, relevant to the manufac-
turing community and robust. This is
a chance, especially with technologies,
such as time-sensitive networking (TSN)
and OPC-UA, to develop some standards-
based solutions that are suitable for
manufacturing automation-specific
requirements such as determinism and
real-time response in the IIoT (Figure 2).”
It’s amazing to the IT people in the
IIC that manufacturing industries’
operational technology (OT) is based on
proprietary standards that aren’t fully
interoperable, continues Kowal. “It’s not
like the IT world where they can go in
and plug stuff together. If we didn’t have
the Smart Factory Task Group, the IIC as
a whole may not have known to address
manufacturing standards. B&R is ad-
dressing these issues by basing its prod-
ucts on mainstream computing technol-
ogy, just like IT. The overriding need for
interoperability to achieve the IIoT is
convincing the big players to adopt be-
cause they will follow the money, which
is the analytics business.”
Flattening the network for IIoT“As the IIoT standardizes, I don’t think
the measure of success will be how
many industrial networks have been
installed, but how many corporate net-
works were flattened down to one level
so the ERP system can talk directly to
the machine control,” says B&R’s Kowal.
“That is actually what B&R Industrial
Automation is doing in our own smart
factory in Eggelsberg, Austria, to achieve
batch-of-one manufacturing. And
we’ve been doing it for nearly a decade.
Security in the IIoT is always important.
Corporate IT departments may say, ‘No,
don’t do that,’ but, if you don’t tackle the
issue of secure access, I don’t think you
are going to have IIoT.”
In B&R’s smart factory, the ERP
system talks directly to the control-
lers, continues Kowal. “We don’t have
an MES or a warehouse management
system,” he says. “We use the ERP
system, connected through OPC-UA and
ControlDesign.com / May 2017 / 31
IIoT information transferFigure 2: OPC-UA is just one of many Industrial Internet technologies being developed, used and tested in
a variety of IIC working group testbeds.
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CD1705_30_32_SmartFactory_featr.indd 31 4/19/17 2:42 PM
XML. It’s telling the automated storage
retrieval system (ASRS) which parts to
pull, and then it watches which parts
are used most often and moves them
closer to the front shelves to reduce
travel distance required.”
This flat hierarchy is the brass ring,
says Kowal. “If you have to go through
several gateways and several different
network types, you are not quite going to
get where you want to go,” he says. “The
IIC actually has an IT/OT task group, and
they have announced this is not about
technology. This is about culture, and IT
and OT have to start working together.”
Again, security is very important.
“The more you hear about potential
security problems, the more you have to
agree with that and design accordingly,”
says Kowal. “However, the OT side is
where you make your money (Figure 3).
That’s where the C-suite needs to get to-
gether and say, ‘We are going to do this;
what’s the best way to do it?’”
There are many other groups in the
IIC, such as the Security Working Group.
“It came up with an Industrial Internet
Security Framework (IISF) in September
2016,” says Kowal. “The group will be
coming out with best practices to secure
IIoT systems, as well.”
Do IIoT right“The Smart Factory Task Group re-
ally focuses on what is different about
manufacturing IIoT,” says B&R’s Kowal.
“We are working hard to not reinvent
the wheel. If someone else is already
working on a standard, we want to refer-
ence that. We are also focusing on how
mid-market manufacturers can benefit
and start to participate. Some Smart
Factory members are focused on brown-
field. We’re also looking at what I call a
‘green patch’ in a brownfield. You may
not be in a position to build a greenfield
facility, but you may have a product or
process that would benefit from building
a dedicated line within your existing
facility that’s pure-play IIoT. Think of
the focused factory and factory-within-
a-factory concepts.”
The IIC and the SFTG has their work
cut out for them, says Dell’s Smith. “It
would be great to just buy a single IoT
platform and be done with it,” he says.
“The good news is people are thinking
about this; there are plenty of answers
on what to use as an IoT platform. How-
ever, it’s complicated—most large en-
terprises are buying multiple platforms
to suit different needs. The bad news is
there are too many answers. At latest
count from our tracking, there are more
than 420 IoT platforms out there now.
And most are generic and horizontal, not
necessarily related to smart factories.
That’s too many options.”
Which IoT platform to use is not an
easy decision, continues Smith. “It’s
something where, as an industry and in
manufacturing, people need to analyze
and weigh multiple options before mak-
ing a decision,” he says. “With IoT, what
is particularly interesting is where IT
meets OT—IT being the traditional data,
infrastructure and management of the
data, and OT being the need for business
decisions to be made based on the use
case you are deploying. With the IoT,
Dell often speaks with both the CIO and
the factory manager or business-line VP,
for example. You need to talk to both in
order for IoT purchasing decisions to be
directly correlated to tangible ROI for
the business. You need to start with the
business need and use case and then
decide what technology will enable it.”
The SFTG is focused on the end user
and OEMs, says IoT One’s Walenza. “The
IIC has been very successful in address-
ing technology providers, the original
members, and helping them to collabo-
rate with each other,” he says. “The IIC is
working to communicate what has been
learned to end users, and the members
feel very strongly about educating the
end users and OEMs. They want the
work they have been doing to be known,
influence the market and educate their
customers. That’s really the SFTG focus
on the end-user side.”
32 / May 2017 / ControlDesign.com
connections
IIoT in your handFigure 3: The cell phone will play a big part in displaying the appropriate amount of information in IIoT.
SFTG ResourceCheck out the Smart Factory Task Group (SFTG) at www.iiconsortium.org/vertical-markets/manufacturing.htm.
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CD1705_30_32_SmartFactory_featr.indd 32 4/19/17 2:42 PM
ControlDesign.com / May 2017 / 33
DIGITAL-PRINTING TECHNOLOGY has made huge gains in recent
years, in terms of both speed and � exibility. As a result, manu-
facturers of printing � nishing systems have faced challenges to
match that growth with new innovation.
VITS International (www.vitsinternational.com), a Blauvelt,
New York-based global supplier of variable repeat sheeting and
� nishing systems for the printing, packaging, digital and con-
verting industries, recognized that the digital-printing market
needed industrial-strength � nishing systems that could deliver
the speed, � exibility and ultra-precise registration control to
sustain commercial printing production rates. To meet that
need, VITS developed the Sprint Variable Data Finishing Sys-
tem, created with a complete, state-of-the-art electric drive and
control platform from Bosch Rexroth.
Digital printing drives innovationSimilar to web offset printing, digital inkjet printers are capable
of high-speed web-fed output with speeds reaching near-
commercial rates of 700 to 1,000 ft/min (fpm). However, digital
printing supports variable data printing: it can dynamically vary
the content being produced—not just the number of pages for a
given product, but variable imaging and signi� cant variations in
page dimensions. While this provides new abilities for custom-
ization, it vastly complicates how the printed web roll is � nished.
Finishing systems need to be able to cut, collate and assemble
the pages into a � nal readable piece in the most logical order.
The complexity—high speeds plus variable data printing—
was viewed as an important opportunity for VITS. We decided
to take a leading role in developing robust, industrial-strength
� nishing systems that have the technical capacity, speed and
sophistication to support both off-line and in-line � nishing
with the highest quality.
Sprint System supports in-line and off-line � nishingThe Sprint Variable Data Finishing System transforms variable
print material to � nished product at production rates up to
1,500 fpm. It utilizes patented Clear Channel registration con-
trol technology to enable cutting thousands of pages per hour
while keeping ultra-precise page registration not previously
possible with comparable � nishing systems.
“Our printing customers wanted to be able to produce
much larger products at much faster rates of speed,” says Kim
Markovich, VITS International director of product applications
and regional sales and marketing manager. “Particularly for
the direct-mail marketplace, being able to � nish multiple webs
and multiple ribbons and accomplish perfect register control
meant that our printing customers could take on more work
and be more productive.”
We developed the Sprint system to support two variations:
in-line systems, which receive and � nish a single web coming
directly from the digital printer, and off-line multi-web � nish-
ing, which enables the processing of multiple webs into a single
� nished signature or book (Figure 1).
The team at VITS knew that the controls and drive technolo-
gy it chose for the Sprint system must have the highest levels of
versatility and sophistication—one of the key reasons the team
chose Rexroth. “As we looked at the challenges, we came to the
conclusion that only Bosch Rexroth would be able to provide
the precise control technology we needed,” says John Salamone,
director of new product development for VITS.
Ultra-precise multi-web registration controlThe Sprint Finishing System consists of modular, indepen-
dently driven components controlled by a central Rexroth
IndraMotion MLC motion control platform. The in-line Sprint
by Deirdre Ryder, VITS International
Variable data fi nishing system
keeps paceSprint System transforms variable print material
to � nished product at 1,500 ft/min
drives
CD1705_33_35_VITS_featr.indd 33 4/19/17 2:43 PM
system con� guration typically has 10 to 12 driven axes,
while the more advanced multi-web off-line version can have
up to 30 driven axes.
Each Sprint module performs speci� c functions to convert
a printed web into a completed book or direct mail piece, and
each utilizes a speci� c set of Rexroth IndraDrive servo drives
and proven IndraDyn servo motors.
In the off-line multi-web system, multiple paper rolls are
mounted on register splicers that feed the web continuously to
the VITS automatic constant-tension infeed. The infeed deliv-
ers precise gain/tension control to the web.
The web then passes through an angle bar system that
slits it in half and repositions one half over the other, before
travelling to a ribbon-gathering station and then over a folder
element to fold the ribbons in half.
Once the fold is complete, the web travels through a shear-
slitting module where the folded web can be trimmed, and
then into the variable data rotary cutter that cuts each page to
size and collates/stacks the � nished product for the next pro-
cess, such as � nal binding or saddle stitching (Figure 2).
Maintaining absolute registration control of multiple webs,
so that every page in every signature is cut to exactly the same
dimension, was one of the most signi� cant technical hurdles
the team faced.
“Nothing is ever printed perfectly—the length of print can
vary by plus or minus ten-thousandths of an inch from page to
page,” says Salamone. “That doesn’t sound like much, but after
a hundred pages the registration can be off signi� cantly.”
VITS enlisted Bruce Parks of Parks Consulting International
(www.parksconsulting.net), a system integrator with extensive
experience using Rexroth printing system controls, to help de-
velop the Sprint automation solution. “The Rexroth drives have
a large amount of intelligence built in,” says Parks. “So we use
the drives to maintain registration on the web in a dynamic
fashion, which then frees up the processing power of the cen-
tral IndraMotion MLC controller.”
All drives maintain synchronization with a virtual master.
Tension zones are created between individual drives in each
module to maintain optimal tension when variations occur as
webs merge, split and are cut. Groups of drives are also created,
allowing adjustments to be made as a group to bring the web
into proper register with the virtual master.
The team used the industry-speci� c IndraMotion for Printing
version of Rexroth’s IndraMotion MLC system as the automa-
tion platform, featuring IEC 61131-compliant motion-logic
controls and PLCopen function blocks along with extensive
software libraries for printing and converting functions.
“IndraMotion for Printing provides engineering tools that
34 / May 2017 / ControlDesign.com
drives
FinishingFigure 1: The VITS variable data multi-web fi nishing system supports two variations: in-line systems, which receive and fi nish a single web coming directly from the digital printer, and o� -line multi-web fi nishing, which enables the processing of multiple webs into a single fi nished signature or book
CD1705_33_35_VITS_featr.indd 34 4/19/17 2:43 PM
work right out of the box to accomplish most of the web
handling tasks,” says Parks. “We then used Rexroth’s PLCopen
function blocks as the starting point to build the special cam-
ming pro� les and functions we needed for the proprietary VITS
Clear Channel registration capability.”
Rotary cutting chip controlThe other major challenge for the Sprint team was having a ro-
tary cutter that could handle variable data—in� nitely variable
image sizes ranging from 5 to 25 inches—and be con� gured to
cut different-width chips—the blank space between pages on
the web roll—all with the push of a button, rather than a time-
consuming changeover.
In the rotary-cutter module, two knives cut the chip out; the
knives are separated by the width of the chip, and the cutting
needs to be synchronized with the speed of the web through
the system. “Our camming process allows us to cut variable-
size products with multiple knives and still maintain chip size
because we always synchronize with the web speed through
the cutting zone,” Salamone says.
The Clear Channel register control provides faster size chang-
es, as well as cut tolerances never before provided by standard
� nishing systems, which is a competitive advantage for both
VITS International and its customers that choose the system.
Collaboration chemistryThis is the � rst system we’ve produced using a complete Bosch
Rexroth drive and control platform—a decision that was made
after a thorough evaluation.
We had a great relationship with our previous supplier who
was a close business partner and was always there to work
through any issues. With Bosch Rexroth, we found similar
values and commitment. More importantly, it was the technol-
ogy that allowed us to develop our equipment much faster,
with world-class accuracy that none of our competitors have.
We now have Rexroth-equipped machines located all around
the world. Their performance and reliability is good; they are
working � awlessly.
It has turned out to be the best decision for our growth and
our future to work with Rexroth. We could not imagine doing
what we are doing now without their technology and their
capabilities. With a lot of input from our team and the right
technology, we were able to solve the challenges we encoun-
tered. It took all three partners—Bosch Rexroth, VITS Interna-
tional and Parks Consulting International—to go from ideas to
working solutions.
Deirdre Ryder is president and CEO of VITS International in
Blauvelt, New York. Contact her at [email protected].
ControlDesign.com / May 2017 / 35
StitchingFigure 2: Once the fold is complete, the web travels through a shear-slitting module where the folded web can be trimmed, and then into the variable data rotary cutter that cuts each page to size and collates/stacks the fi nished product for the next process, such as fi nal binding or saddle stitching.
CD1705_33_35_VITS_featr.indd 35 4/19/17 2:43 PM
PC-based control platformThe APAX-5580 is a PC-based control platform with I/O mod-
ules, communication ports and control software. It is designed
for integrating operation technology and information tech-
nology to take advantage of the
Industrial 4.0 trend. It includes
an Intel Celeron 1.6-GHz/Core i3/
Core i7 1.7-GHz processor, 4-GB
DDR3 memory, two GbE ports, one
RS-232/-485/-422 port, one mSATA
connector, two SD slots, two mini
PCIe slots, dual-power input and
UPS support. A hot-swappable de-
sign allows modules to be swapped
in and out without interrupting the IPC’s operation. As a con-
trol platform serving Smart Factory applications, it can connect
to other third-party industrial devices.
Advantech / 800-205-7940 / www.advantech.com/ea
PLC with master interface portThe 750-8208 PLC with Profibus DP master interface port is the
newest member of the PFC200 family. It is
compact with a large memory and secure
VPN and firewall. This PLC also comes
equipped with two Ethernet ports, as
well as CAN and serial interfaces.
The interface port is designed to
be a reliable gateway between
multiple fieldbuses.
Wago / 800-din-rail / www.wago.us
Server with built-in security featuresControl Server is a scalable platform and key enabler for power
plants to address cyber-security regulations, operating costs
and extraction of industrial data. It is part of GE’s Industrial
Internet Control System. The
product enables intensive
optimizing apps such as
model-based optimiz-
ing control to inject
performance improvements to help deliver greater profitability.
Built-in security features reduce attack surface and improve
compliance to regulations. Operating and maintenance costs
are reduced through consolidation of PC functions provided by
virtualization technology on a server-grade platform.
GE Energy Connections / www.geenergyconnections.com
Next-generation micro PLCThe FC6A MicroSmart PLC offers up to 520 I/O and provides the
power of a programmable automation controller. It can execute
basic instructions in 0.042 ms, and program memory is 640
kB. There are 1,024
timers, and six of
the 512 counters are
high-speed at rates
up to 100 kHz. These
capabilities are com-
bined with extensive
data and bit memory,
double the capacity of a typical micro PLC. These features allow
the PLC to handle large programs with complex control require-
ments such as PID, flow totalization and recipes. Three models
are available, each with 24 Vdc or 100- to 240-Vac input power.
IDEC / 800-262-4332 / www.idec.com
Ultra-compact IPCThe ultra-compact C6015 in-
dustrial PC (IPC) measures 82 x
82 x 40 mm. The IPC offers an
integrated Intel Atom CPU that
features up to four processor
cores and aluminum/die-cast
zinc housing designed for pas-
sive cooling. The device also features an extended operating
temperature range up to 55 °C and high resistance to vibration
and shock. It can be mounted both vertically and horizontally
on the rear wall of a control cabinet or attached to a DIN rail.
Even in tight installation spaces, this permits various mounting
scenarios with flexible orientation of the IPC.
Beckhoff Automation / 877-twincat / www.beckhoffautomation.com
The many modes of machine controlFrom PLCs and PACs to PC-based control, machine builders have many options available
36 / May 2017 / ControlDesign.com
product roundup CONTACT US [email protected]
CD1705_36_40_Roundup.indd 36 4/19/17 2:45 PM
Compact programmable logic controllersThe BRX PLC platform has been added to the Do-more line of
programmable logic controllers. These compact PLCs offer such
features as built-in data logging, motion control, serial and
Ethernet communication, an interchangeable (hot-swappable)
communications port and integrated high-speed I/O. Sup-
port for EtherNet/IP, Modbus RTU and TCP, ASCII and custom
protocols also is included. Designed as stand-alone controllers
with expansion capabilities,
these micro PLC units are
available in four distinct form
factors: M series (no onboard
I/O), 10-point series, 18-point
series and 36-point series.
This platform requires no base
or backplane, and some PLC units can be expanded with up to
eight additional I/O modules.
AutomationDirect / 800-633-0405 / www.automationdirect.com
I/O network and field device authentication and encryptionBedrock Cybershield 2.0 firmware enables authentication and
encryption of I/O networks and field devices and protects
compliant networks and user applications such as control-
ler configuration, engineering and SCADA. It achieves this
with the industrial control system (ICS)
certification authority (CA), which draws
on the power and flexibility of public key
infrastructure (PKI) and Transport Layer
Security (TLS). With the inclusion of more
than 40 intrinsic technologies, the Open
Secure Automation (OSA) platform offers
a secure control platform and secure
component supply chain. Software de-
velopers can receive certificates of authorization to incorporate
Bedrock encryption keys into their software, which will give
their programs secure access to Bedrock controllers.
Bedrock Automation / 781-821-0280 / www.bedrockautomation.com
Five-slot automation PCThe Automation PC 910 is available with five slots, in addition
to the previously available one- and two-slot models. The hous-
ing can be selected to allow installation of one, two or up to five
PCI or PCI Express cards. By selecting the right processor, mem-
ory and housing, customers have the
freedom to design the perfect PC to
meet the needs of their automation
solutions. Customers with compu-
tationally intensive control or image
processing tasks and few peripheral
hardware devices can select a quad-
core processor with lots of memory
and a one-slot housing. For other tasks, a single-core processor
and multiple insert cards may be more effective.
B&R Industrial Automation / www.br-automation.com
Compact, DIN rail-mountable IPCThe compact C6 Smart IPC can be mounted on a DIN rail, and
all connections are on the front face with nothing above or
below. An EtherCAT master side port allows a direct connection
with KEB remote I/O modules.
The IPC and 128 digital I/O
points use just 150 mm (6 in) of
the DIN rail. The IPC can operate
as a logic controller or a fully
coordinated motion control
system. Functionality such as electronic gearing, CAM profiles
and relative/absolute/superimposed moves are supported with
a library of PLCopen and KEB-specific function blocks.
KEB America / 952-224-1400 / www.kebamerica.com
Energy-efficient industrial PCsThe Valueline 2 (VL2) industrial PCs have increased performance
power and higher energy efficiency compared with the legacy
Valueline IPCs. The VL2’s design improves usability, incorporates
fourth-generation Intel Core processors and has an interac-
tive user interface. The IPCs are
equipped with a gull-wing access
door, which reduces maintenance
time and provides easy access to the
PCI/PCIe card. They have DisplayPo-
rt++ for high-resolution images and
streaming over a single connector.
The 10-point capacitive multi-touch
screen allows a more interactive user interface. This generation
has added a second 2.5-in SATA drive bay, which adds Redun-
dant Array of Independent Disks (RAID) 0 and 1 functionality.
Phoenix Contact / 800-322-3225 / www.phoenixcontact.com
ControlDesign.com / May 2017 / 37
CD1705_36_40_Roundup.indd 37 4/19/17 2:45 PM
Div. 2/Zone 2 HMI panel-mount PCsThe VisuNet IND 8200 series HMI panel-mount PCs are
Windows-based, all-in-one units that mount directly to OEM
process machinery or manufacturing equipment and interface
with the control system. Each unit is manufactured using all
industrial-grade components. The PCs are shock- and vibra-
tion-resistant and are globally
certified for Class I, Div. 2 and Zone
2 (ATEX and IECEx) operation.
They are rated for 24/7 operation
in extended temperature envi-
ronments. The design allows for
indoor/outdoor use even in harsh
and hazardous applications. The
panel-mount workstations are
available in KVM, thin-client and
panel PC configurations. The units feature a chemically resis-
tant 15-, 19-, 21.5- (full HD) or 22-in touchscreen.
Pepperl+Fuchs / 330-486-0002 / www.pepperl-fuchs.us
Industrial tablet PCThe Simatic ITP1000 industrial tablet PC features a projective-
capacitive 10.1-in multi-touch display and touch-operated BIOS
and can integrate into existing and new applications and IT
landscapes. The tablet PC supports Windows 7 and offers Intel
Core-i5 DualCore (Skylake H) CPU technology. The configurable
device has 4-GB RAM and an optional 8 GB. A 128-GB solid-state
drive is available. Customized automation tasks are simplified
with numerous options, including RFID, a 1-D/2-D barcode read-
er, camera and six freely
programmable function
keys. Available inter-
faces include WiFi802.11
a/b/g/n, Bluetooth 4.0, GB
LAN, serial RS232 DC-in,
miniDP, SD card slot, USB
type C and USB 3.0 ports.
Siemens / www.siemens.com
Compact and rugged scalable controllerThe compact Graphite Edge controller offers scalable I/O and
combines networking and data visualization with IEC 61131
control capabilities. The controller is suitable for process and
factory automation customers who require a rugged industrial
controller with wide operating tempera-
tures to control and monitor machin-
ery in harsh environments. It includes
Crimson 3.0 software featuring
Crimson Control, which enables users
to interconnect devices using over 300
industrial protocols and to use IEC
61131 programming languages such as
ladder logic, function block and structured text to
solve specific application needs. The controller can be scaled for
large applications using expansion racks.
Red Lion Controls / www.redlion.net
Controller for high-speed applicationsThe Allen-Bradley CompactLogix 5380 controller is suitable for
high-speed applications with up to 20 axes of motion; it offers
the features of the Integrated Architecture
portfolio into the CompactLogix size.
When combined with the Allen-Bradley
Bulletin 5069 Compact I/O system, sched-
uled outputs improve I/O response time to
as fast as 0.2 ms. Event triggers from the
I/O modules provide near-instantaneous
task execution. In addition, a dual-con-
figurable, 1-gigabit Ethernet port supports
device-level-ring (DLR) topologies or the use of multiple IP ad-
dresses. Diagnostic indicator lights display the status of com-
munications, module health and I/O module activity.
Rockwell Automation / www.rockwellautomation.com
Multiple-machine controlDesigned for high-performance compact machines incorporat-
ing speed and position control functions, the Modicon M241
PLC can control multiple machines by leveraging dual-channel
communications for handling both upstream and downstream
communications simultaneously. The controller offers commu-
nication with five embedded ports and embedded CANopen for
fieldbus architectures for up to 63 devices. This platform offers
unlimited access to the machine
via Ethernet to simplify mainte-
nance with visualization pages
designed directly through SoMa-
chine and stored in the PLC’s web
server. The SoMachine environ-
38 / May 2017 / ControlDesign.com
product roundup
CD1705_36_40_Roundup.indd 38 4/19/17 2:45 PM
ment leverages the user’s existing HMI programming knowl-
edge to develop custom web pages hosted within the PLC.
Schneider Electric / www.modicon.com
Safety controllers with Profinet communicationProfinet communication has been added to the SC26-2 and
XS26-2 safety controllers. The SC26-2 configurable safety con-
troller is used to monitor multiple safety and non-safety input
devices, providing safe stop and start functions for machines
with hazardous motion. The XS26-2 is a scalable version of
the SC26-2 capable of supporting up to eight expansion I/O
modules. The addition of the Profinet
industrial protocol to these safety
controllers enables communica-
tion channels to any connected
devices that use the Profinet
standard, including devices from
other manufacturers. This function-
ality matches the capabilities available for
EtherNet/IP, Modbus/TCP or PCCC. These models can
be configured with up to 256 virtual status outputs.
Banner Engineering / www.bannerengineering.com
Entry-level all-in-one machine automation controllerThe NX1P entry-level all-in-one machine automation controller
is designed for machine builders and OEMs who want the Sys-
mac integrated platform to control
logic, motion, vision and safety in
a single unit. It is equipped with
24 or 40 local I/O built in and four
to eight motion axes. To connect
the machine to the plant floor, the
controller provides built-in open
interfaces for both EtherNet/IP and Ether-
CAT networks. I/O expansion can be done locally or remotely
using NX-series slice I/O that includes an IO-Link master unit
to gather data for preventive maintenance and IIoT migration.
Omron Automation / 866-88-omron / www.omron247.com
Smart PAC with blue hose interfaceVersion 2.1 of the Smart SoftPLC PAC and protocol gateway
includes enhancements such as a power input range of 6 to 70
Vdc (ac input power factory option) and a “blue hose” interface
for Allen-Bradley Data Highway
Plus and remote I/O. It includes
a four-port managed Ethernet
switch/router, five serial ports
and options for additional com-
munication interfaces to many
fieldbus protocols. Users can
configure all the ports for a mix of
communication protocols. It can
be used for simple to complex automation control applications
and also as a multi-protocol gateway bridge, data logger, IoT
interface and remote alarming.
SoftPLC / softplc.com
PLC+HMI controllerA fourth panel model has been added to the UniStream
PLC+HMI controller line. This 7-in model can support up to
2,000 I/O points and offers options for RS-485, CANopen and
UniCAN as well as serial and Ethernet Modbus communica-
tions. It also supports EtherNet/IP and can be adapted to other
third-party protocols; the USB and serial ports support exter-
nal devices such as modems, printers and barcode readers.
The platform offers control and
monitoring tools, including an
alarm management system, Web
Server capabilities and data log-
ging features. UniLogic software
enables users to program using
both ladder logic and C.
Unitronics / www.unitronics.com
DIN rail-mount PLC relaysThis 24-Vdc PLC relay terminal block is a
suitable interface relay for tight spaces.
This compact relay measures only 6.2
mm wide. It features a plug-in SPDT relay
rated at 6 A at 250 Vac/30 Vdc with a coil
voltage of 24 Vdc mounted in a DIN rail ter-
minal block. Screw clamp wire terminations
and an actuator serve to lock the relay in place and to
eject it for easy removal. The relay base is equipped with an
LED for visual indication of operation, and a wiring diagram
that is easy to read and to follow is printed on the side.
ASI / 877-650-5160 / www.asi-ez.com
ControlDesign.com / May 2017 / 39
CD1705_36_40_Roundup.indd 39 4/19/17 2:45 PM
PLC technology to extend HMI functionalityThe IHMI-PLC incorporates a virtual PLC
technology designed to extend HMI software
functionality. This includes a stand-alone
development system for Windows PC and
the virtual PLC-Runtime for Windows PC and
CE platforms. Users can program using any
mix of three IEC61131-3
programming languages:
ST: Structured Text, IL:
Instruction List and LD:
Ladder Diagram. Using
Modbus TCP protocol as
an interface, any HMI can
access all PLC variables
of interest and thus monitor and control the
values in registers, coils, digital I/O and analog
I/O. The PLC also supports direct-access API for
plug-in I/O modules on some CE touch panels.
Software Horizons / www.instanthmi.com
PLC with OPC UA protocolThe ControlEdge PLC, when combined with
the Experion Process Knowledge System (PKS),
provides secure connectivity and tight inte-
gration to devices from multiple vendors. The
PLC uses OPC UA protocol and built-in cyber
security for integration to instruments, equip-
ment and software
and offers universal
I/O, providing remote
configuration and
late design change
flexibility. The IIoT
solution-ready plat-
form integrates with existing assets for either
process or discrete applications ranging from
DCS systems to variable speed drives.
Honeywell Process Solutions / www.honeywellprocess.com
System for control, monitoring and acquisition applicationsThe Snap PAC system integrates hardware and
software for IIoT, industrial control, remote
monitoring and data acquisition applications.
It consists of five components: analog, digital
and serial I/O modules for wiring directly
to field devices, machines and sensors; PAC
brains—intelligent I/O processors for distrib-
uted control on Ethernet and serial networks;
standalone or rack-mounted industrial control-
lers with networking options and a RESTful
API or a software-based controller; PAC Project
software—flowchart-based control program-
ming, HMI development and runtime, plus
options; and groov—a tool for building and
using custom mobile operator interfaces and
system dashboards to monitor and
control systems and
equipment from any
web-enabled device.
Opto 22 / 951-695-3000 /
www.opto22.com
Automation controller based on IEC 61131-3The Parker automa-
tion controller (PAC)
combines discrete
machine logic,
precision motion and
robotic controls and visualization. It is equipped
with EtherCAT for control, modular I/O add-ons
and Parker automation manager (IDE, or inte-
grated development environment) for applica-
tion development. This package offers a single,
intuitive environment for development with
industry-standard programming, machine-
to-machine communication and network con-
nectivity to provide real-time information. The
automation manager includes the full suite of
IEC61131-3 programming languages and PLCo-
pen motion control function blocks. The PAC
comes standard with a variety of onboard com-
munication protocols, including an OPC Server,
Modbus TCP, EtherCAT, dual LAN networks, and
options for Ethernet/IP, Profinet, and Profibus.
Parker Hannifin / www.parker.com
40 / May 2017 / ControlDesign.com
product roundup
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ControlDesign.com / May 2017 / 41
Responses to this reader question were so overwhelming that a second installment is featured here. Part I appeared in the March 2017 issue of
Control Design.
Indicator lights or HMI upgrade?—Part II
real answersCONTACT US [email protected]
A CONTROL DESIGN reader writes: I work
as a control designer at a packaging
equipment OEM, and I think my boss is
being cheap. At question is whether to
add an HMI or keep the half dozen indi-
cator lights for status and fault annun-
ciation on our box-making machine. It
seems like hardware cost is the boss’
only concern, where I think integration
labor, user experience and function-
ality are much more important. The
addition of an HMI is way beyond just
the bottom line cost; it’s about machine
capabilities and can even help to sell it.
What are some pros and cons of add-
ing an HMI to a machine that doesn’t
currently have one, whether on a new
design, existing design or retrofitted?
I plan to use this information when
presenting my HMI upgrade solution to
the boss.
Answers
The richer the experienceYou pose a really good question that can often generate a lot of
debate as you yourself are experiencing. One of the challenges
with this discussion is that the term HMI is so broad. HMI or hu-
man-machine interface is simply the mechanism that allows the
human operator to interface with the machine, and so techni-
cally the half dozen indicator lights you have are, in fact, an HMI.
However, if I read into your question further, I assume that you
are thinking of some sort of digital interface that is connected
directly to your machine’s controller, or another standalone PC
where the operator gets a richer interaction with the machine.
To best understand the pros and cons of adding an HMI
such as this, we need to understand what is available. First are
component-level displays, which are components to a larger
system that you can directly integrate into your final mechani-
cal design. These types of displays are typically board-level,
connect via serial or USB and are designed to provide more
basic functionality such as soft front panel buttons or basic
system data. These types of displays are often the lowest cost
but are limited in their performance. Another option, and what
most people likely think about when considering an HMI, is to
use a standalone touch panel computer (TPC) or a standalone
PC and monitor that connect via Ethernet to your controller.
This type of HMI can drive more complex, graphics-intensive
interfaces due to a dedicated processor and therefore provide a
richer experience, but they do add cost to your design.
If you are building a new design and you know you want to
integrate an HMI into the system, you could choose a machine
controller that has the ability to support Web-service-based
HMIs or has been specifically designed to integrate the graphics
processing directly into the controller while still maintaining
the necessary levels of determinism required, which means
you only need a monitor. The first option is called a thin client.
Unlike a dedicated TPC or client-installed application, a thin
client executes a zero-install user interface (UI) on the client
and relies heavily on the server for data retrieval, analytics and
logic execution. This type of UI allows you to have even more
flexibility on where you access your data, including from a Web
browser or a mobile device. If your controller has integrated
graphics, you can get the same user experience as a TPC, but
without the higher cost and software burden they will have.
BRANDON TREECE
senior product marketing manager / National Instruments / www.ni.com
The modern lookAn HMI can be developed for all types of systems, whether
they are new designs or a retrofitting of existing systems for
upgrades. Proper planning makes implementation both quick
and easy. From a sales standpoint for tool builders, using an
HMI just says this tool is a modern-built system, when compar-
ing it to switches and indicators. An HMI is designed to allow
easy replacement of controls and status signals on a system. In
terms of illustrating system status and faults, the level of detail
goes up exponentially. Status lights go from being simply on or
off to showing the exact fault code or alarm message associated
with the issue. With the use of the illustrations of the system,
the exact location of the faults can also be shown. Another
advantage of using an HMI is the ability to store and log data
CD1705_41_46_RealAnswers.indd 41 4/19/17 2:48 PM
during runtime. From the control side, the space required can
be reduced, as well.
With the use of different screen objects and even multiple
screens, many more controls can be put on a much smaller sur-
face. However, one should keep in mind there is upfront design
and development time for what goes into an HMI.
RAMEY MILLER
HMI marketing manager / Siemens / www.siemens.com
Consider efficiency and experienceThere are several benefits related to using an HMI, including
increased efficiency, safety, added functionality and less instal-
lation time and cost. While a push-button panel is easily under-
stood and simple, its functionality is limited and its efficiency
depends on the experience of the operator.
HMIs are easier to use because you better describe each
push button and light function. Push-button panels are used
on simple machinery, typically consisting of only one piece of
equipment. For example, it may be easier to understand how
to run a small motor using a VFD by simply using a start/stop
button, assuming you don’t need to change motor speed. When
you have multiple motors in operation (larger size systems) it
is not always clear which motor is running, what the lights are
indicating or which button controls which device.
Machine operators will also have a harder time learning how
to use the machine. An HMI provides a more intuitive experi-
ence. Even maintenance people can benefit from an HMI, partic-
ularly when a machine problem needs to be diagnosed. Without
an HMI, someone will need to open the control cabinet to access
the PLC to troubleshoot the machine.
With an HMI, it is easier to add functionality—for example, add-
ing an extra button to a screen takes 2 minutes to download to an
HMI. You can charge for adding extra functionality to the system,
and it will only take minutes to implement. Installing an additional
push button in the panel will cost you much more time and money
because of the programming, wiring, installation and labor.
In some cases you can use one operator panel to control two
or three systems. You can create multiple screens, and each is
responsible to control different equipment. This will bring down
overall cost. HMI can track much more information than push
button—tracking your box, weight and size of box—all of this
information can be logged in the HMI. You can log alarms, events
and warnings such as the carton stock is low, so the operator can
quickly add a new batch of boxes before machine stops.
AGA ZUPANCIC
senior product marketing engineer / Mitsubishi Electric Automation / us.mitsubishielectric.com/en
Pros and consWith today’s enhanced technology, there are many advantag-
es of using an HMI instead of components such as switches or
pilot devices.
Pros
1. Cost saving
• reduced purchase, installation and wiring cost
• reduced maintenance cost.
2. Panel space saving
• allows more data to be displayed in a smaller area
• able to view detailed information and error message
• able to provide many more options for operator input.
3. Flexible and powerful
• quickly and easily control, monitor and edit controller data
• easy troubleshooting
• easy to modify the operator interface.
4. Fast response time
• email alerts can instantly alert operators of probems
• operator’s act quickly to minimize downtime.
5. Safety
• HMI provides wide range of functionality
• operators don’t have to be near the panel.
Cons
• most applications still require e-stop push buttons
• push buttons provide better tactile feedback
• must learn how to use HMI programming software.
LINDA HTAY
product manager / IDEC / www.idec.com
Get mobileBesides the obvious benefits of having a visual representation
of your machine—real-time statistics, customizable alarms,
simple graphics/system modifications, easier troubleshooting—
HMIs offer many behind-the-scenes features that no indicator
light or push button can provide.
HMI can also provide email capability, where the HMI can
email important data to you wherever you are. They offer
Web-server functionality so you can log on to the HMI from
anywhere in the world to check status or control your ma-
chine. They provide data logging so you can record produc-
tion data for future reference, analysis or troubleshooting
efforts. Some HMIs also offer mobile apps for your smart-
phone so you can even check on production while on the go
(Figure 1).
42 / May 2017 / ControlDesign.com
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If you’re trying to justify replacement of a half dozen indica-
tor lights, then you should look at basic HMIs, which can pro-
vide touchscreen control, and maybe for less than you’re paying
for those indicator lights when all purchase, installation and
wiring costs are taken into account.
BILL DEHNER
application engineer / AutomationDirect / www.automationdirect.com
Retrofit for improvementThere are lots of pros in adding HMI and automation to older
technology machines. But as in life there is always a balance
to consider between the costs and the benefits that are derived
from that endeavor.
The most common thing is to start with questions to be an-
swered. So the first question to answer is how difficult will this
really to be to accomplish? That starts with things such as, here
is what it does today. If I only modernize that into an HMI opera-
tion, what does that do for me? That starting question has to be
answered on multiple levels.
What is the end-user benefit? Will this make this machine
better, more modern looking, more competitive in the market
place? Usually those questions are subjective but really become
the most important long term.
Then the next consideration is what enhancement(s) would
I like to do? Answering that is where this really gains momen-
tum. I always paint the mental picture: You start with DAQ,
then move to machine control (PLC/PAC or soft versions of that)
and then upward to SCADA and enhanced networking and con-
trol—being able to measure, manage and report.
Another very important variable is that there are a wide
range of HMI solutions that range from surprisingly low cost
to very capable albeit much more expensive solutions. There
are a lot of entry-level HMI solutions that have the software/
hardware bundled to make it very cost efficient to get into the
HMI-enabled product offering. The HMI software (low tag count)
lets you get started with relatively low startup costs and get a
solution on your product with some fairly impressive capability.
To cite an analogy, years ago automobiles had buttons,
lights and annunciators, just like the box-making machine,
so you could effectively drive your car. Today even the
economy models are seeing dash-mounted small screens
that improve safety, enhance the driver’s abilities and overall
improve the vehicle operation. One example is the backup
camera, which is becoming a standard option on a large
portion of automobiles. The National Highway Traffic Safety
Administration (NHTSA) has proposed legislation to mandate
that by 2018. According to the NHTSA, the minor cost to en-
able that is far outweighed by the safety benefit.
When considering retrofit, there is a movement seen in
recent years to repurpose and modernize equipment, especially
once-expensive equipment with new capabilities. For example,
a CNC machine can be retrofitted to bring newer capabilities to
older existing machines utilizing new HMI technologies. Vision
capabilities might be added to improve quality control and
minimize waste. It offers follow-on business, too.
So, one main message in all of this is you can evolve the
technology even into existing, older systems if the business
case is there. And usually it is.
Are there any cons to this? Overcoming objections such as
“why change?” or “it’s the way we have always done it” or, of
course, the fear of the unknown in “how costly and hard is this
going to be?”
I wish I could be standing beside the reader as he goes to con-
vince his boss feeding him all the demographic data he needs to
persuade his point. Employees who ask, “Why not?” are the ones
who drive innovation in our world. And that is a very good thing.
TIM STONE
North American HMI product manager / Advantech / www.advantech.com
ControlDesign.com / May 2017 / 43
Mobile appsFigure 1: Mobile apps can let remote workers interact directly with a PAC via a window into an HMI through a smartphone or tablet. Given proper security credentials, status can be viewed and changes can be made to alleviate issues.
(SO
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CD1705_41_46_RealAnswers.indd 43 4/19/17 2:48 PM
Limitless components with HMIDeciding to add an HMI to a product design involves much
more than simply a line item in a bill of materials. You
touched on some of these considerations—assembly cost, user
experience, added functionality—in the question. I would add
design flexibility and ease of maintenance to the equation.
Certainly price is an important consideration, but you may be
surprised at the attractiveness of many HMI offerings on the
market. After accounting for all of these factors a reasonable
decision can be made as to whether it makes economic sense
to embark on a system upgrade.
Let’s consider user experience and functionality. Through the
HMI project design, you can incorporate your company’s brand
and aesthetic into the everyday functioning of the product. The
experience your customers have using the product every day is
the most valuable advertising you can buy. Time and attention
spent creating a customized and pleasing user interface can be
rewarded with customer loyalty and increased sales. Custom-
ization is much easier to achieve using HMI configuration soft-
ware than in modifying a face plate or modifying hardware.
The next thing to take into account is the flexibility you
receive when you move from discrete components to an HMI.
Once an HMI is incorporated into the design, you don’t merely
have six indicator lights, you have the option for an infinite
supply of them, and, not only that, but a vast store of all kinds
of other useful objects you can add to the system. It is difficult
to anticipate exactly what a given customer’s needs are going to
be in advance. For example, in addition to real-time alarm sta-
tus a customer may like to see an alarm history to get a sense of
how often and why alarms occur. With an HMI, you can easily
adapt to such a request with little to no impact on production.
There are many machines out there that do very simple tasks
and do them well, but they will never do anything more. If this
is the case for your particular product, it may not be worth
the effort and expense of a design update. However, customer
expectations and competitor capabilities rarely remain static
for long. By incorporating an HMI into your machine design
you can reduce complexity, while enhancing functionality and
future flexibility. This may be the last hardware revision that is
made to the system, but it enables continuing expansion of the
features and capabilities of the product. The cost of any particu-
lar component should be weighed against the benefits it can
have throughout the lifecycle of the product, not simply by the
upfront cost of the component.
MIKE SHELDON
applications engineer / Maple Systems / www.maplesystems.com
Competition, information, security, change, transitionYou have already stated several of the many potential advan-
tages to replacing mechanical indicators and controllers with
human-machine interface (HMI) software. The packaging in-
dustry is one of the largest industries today, utilizing HMIs with
well-proven commercial and technological benefits. To help you
out further, here are several ideas to discuss with your boss.
Competitive advantage: The OEM business is competitive,
and demonstrating that your machine is better than the compe-
tition’s can start with the very first impression, which is visual.
Does your machine look outdated or state of the art? Does it
look clunky and hard-to-use or clean, light and highly human-
responsive? A bright screen with visually appealing graphics
speaks value against bulb-type lights and stodgy push buttons.
Information advantage: HMIs are not just pretty pictures.
They can provide a plethora of information that can be used to
your advantage, giving your customer an overall better experi-
ence over the lifetime of the machine. A simple HMI can log
usage statistics, error codes, user ID, date and time of certain
events and alarms, as well as communicate this information
over a network or WAN even back to you, the OEM manufac-
turer. How helpful would it be for your customer to monitor the
machine for performance and maintenance and for your OEM
company to be able to monitor all your machines in the field,
gathering usage data to help to diagnose and predict potential
breakdowns and maintenance needs?
Security advantage: HMIs can be easily configured to require
password-protected logins and track that information. Custom-
ers can now be sure that only authorized personnel are able to
operate the machine at a particular time and can even assign
different levels of authorization such that an operator can
enable certain functionality while only a supervisor or mainte-
nance person can enable other higher functionality or support.
Change advantage: The only constant is change. Changing
the characteristics of an HMI is a simple task, all done within
the software. If in the future your machine requires more or
fewer lights, switches, toggles, controls, or even changes due
to environmental or regulatory requirement changes, making
changes to the HMI is dramatically faster, is easier, requires
less machine redesign and is more cost-effective than changing
mechanical characteristics of a machine. In addition, by using
an HMI, the OEM company no longer has to access, stock, ship
or install backup and replacement mechanical parts.
GARY NELSON
product marketing manager for Wonderware HMI supervisory engineered solutions /
Schneider Electric / www.schneider-electric.com
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Signal towersA well-designed HMI system can be an incredible tool for
machine operators to have both control and machine feed-
back simultaneously. But hardware cost is just the first step to
integrating an HMI solution. The different types of software
available allow for many forms of data to be shown on screen,
which are dependent on what the operator needs to interface
with. The conversion of data can be very complicated, may
require a dedicated team of system engineers to integrate
this system onto a machine and also may carry a price tag
to match. Signal towers on the other hand can be installed
quickly, can be seen from a distance when maintaining mul-
tiple machines and have fewer moving parts where problems
can occur. Towers are also becoming smarter—being PC-
programmable, having 21 colors in one unit that can illustrate
progress information or including network connectivity so
they’re enabled for the Internet of Things (IoT). These towers
can provide machine feedback similar to an HMI while also
utilizing normal tower functions and benefits.
SOPAN KHURANA
technical engineer / Patlite / www.patlite.com
Look beyond the sunk costWeighting initial investment costs is a natural way to measure
alternatives, considering this is how most consumers make
purchasing decisions. However, when we make big-ticket pur-
chases, we understandably look at total ownership costs so that
we can limit buyer’s remorse and fully understand our benefits/
risks. When installing HMIs on machines that were previously
indicator lights, it is certainly an upsell situation and may need
to be justified due to the engineering required and potential is-
sues associated that wouldn’t be found with a more passive in-
stallation. However, once one looks beyond the initial sunk cost
of engineering hours, they’ll see the benefits that are available
to them, such as remote monitoring, historical logging, user
guidance and trending. These fundamental benefits can save
OEMs after-sale support dollars, can provide great introspec-
tive to one’s process and can also be sold as support plans that
generate extra revenue to hedge against the initial cost.
ERIC REICHERT
product marketing lead specialist—industrial PCs and HMIs /
Phoenix Contact / www.phoenixcontact.com
Virtualization and mobilityThe primary benefit is that HMIs allow operators to visualize
the current state of machines and the ability to control and
troubleshoot processes. In addition, teams in the plant gain a
view into the automation system in order to track alarms and
process variables and changes. When manufacturers lack an
HMI solution, they can only react to a machine state after the
fact, which often leads to costly downtime.
Today, the benefits of HMIs are extended by their support
of virtualization and mobility. The latest graphics engine
improves user experience and drives better operator decision-
making. These new technologies may require additional
effort when deploying the HMI solution; however, the benefits
outweigh the cost.
Information is fueling growth for manufacturers. The HMI is
a first step into accessing contextualized, real-time information
that helps a manufacturer and the plant-floor teams get the
most out of production.
The indicator lights provide a status check but do not provide
context or actionable information to operators or engineers.
Ultimately, HMI solutions offer increased productivity by pro-
viding information to the right users at the right time.
CHIRAYU SHAH
product marketing manager / Rockwell Automation / www.rockwellautomation.com
Dynamic user inputImportant considerations that factor into this conversation in-
clude complexity of the system, control system infrastructure,
what existing products and their costs could be made redun-
dant and eliminated and the machine-specific business case of
whether an HMI could facilitate enhanced value.
In determining the impact on overall cost, it may be that
other component costs, such as industrial-grade indicators,
switches and associated wiring could be reduced or removed.
Furthermore, some newer HMI devices are also capable of per-
forming controller (PLC) functions, as well, thus consolidating
the cost of a dedicated controller. This device functions as a PLC
with fieldbus scanner capabilities for flexibility in collecting I/O
signals from throughout your machine.
DAN KLEIN
product manager, fieldbus technology / Turck / www.turck.us
COTS solutions for OIHave you thought about using off-the-shelf mobile devices to
replace your industrial OI? Increasingly, automation engineers
and technicians are seeing the value of using commercial, off-
the-shelf (COTS) mobile devices for situations such as remotely
accessing equipment, commissioning and maintaining systems
and providing inexpensive machine operator interfaces.
ControlDesign.com / May 2017 / 45
CD1705_41_46_RealAnswers.indd 45 4/19/17 2:48 PM
Most of us have quickly gravitated to smart phones and tab-
lets in our personal lives, emailing and texting, playing games
and reading, posting on Facebook and Twitter, watching videos
and taking them, even banking and paying bills online.
COTS products are attractive for several reasons. Develop-
ment costs have been spread out over a broad market, so the
product is less expensive to buy. Products are readily available
and can be quickly acquired or replaced. You don’t need to wait
months or years to get them; nor do you have to keep expensive
spare parts in stock. Because products in the general market
are used by a wide range of businesses, common standards are
often built-in, making interoperability easier. Due to competi-
tive pressures, more frequent product updates add new features
and support for the latest technologies. Support and training
costs are lower because the product is well-known and familiar
to technicians and employees.
An increasing number of manufacturers are making tools
available, so you can create a mobile interface for your equip-
ment or system, or you can adapt an HMI you already have.
MATT NEWTON
director of technical marketing / Opto 22 / www.opto22.com
Keep it tetheredBased on the application and the three scenarios of new design,
existing design and retrofits, a graphical pendant station (hand-
held tethered HMI) would be an ideal simple solution.
The challenge of existing design and retrofit (installed base)
is that, with the traditional panel-mounted HMI, the enclosure
itself would need to be modified for installation of the HMI or
an entire new enclosure be potentially costly and labor-inten-
sive. The ideal placement of a panel-mounted HMI is typically
at the operator’s eye level, which may also be a challenge for
current or retrofit design. A graphical pendant station would be
a less-intrusive solution since mounting would only require an
easily attachable mounting bracket. With the graphical pendant
station being tethered, an operator can hold the HMI to maxi-
mize the viewing experience.
To address your concern and needs for the new design
scenario, the graphical pendant stations typically have other
features integrated into the product—for example, an inte-
grated e-stop switch and integrated dead-man switch. These
integrated features would allow your customers some mobility
to operate and/or troubleshoot your machines from different
vantage points. Beyond these unique features associated with
a handheld HMI solution, the advantages of having an HMI
in general would be the ability to have typical HMI functions
available such as alarm time stamping and alarm/data logging
and improvement for preventive maintenance activities.
GEORGE CAUDLE
HMI product manager / Pro-face America / www.profaceamerica.com
HMI-inclusiveOver the past few years, we’ve seen our OEM customers wrestle
with this issue quite a bit. In certain instances, the lower cost of
more traditional components may win the day, but for custom-
ers interested in understanding overall operational benefits and
total cost of ownership, incorporating HMIs into your equipment
can provide ongoing return on an initial investment. So, what are
the reasons to include HMIs in your equipment designs?
Increased productivity: HMIs can deliver increased productiv-
ity from the equipment operators, offsetting the price of a more
advanced interface. By delivering a menu-based consistent
interface across the equipment with easy-to-follow instructions
for each stage in the process, your customer’s time to onboard
and train operators can be greatly reduced.
Greater operational efficiency: Regardless of industry, opera-
tions managers and finance teams are constantly looking for
ways to output more products with less error, downtime and
scrap. An HMI is far more than a display-based push-button re-
placer, instead providing integrated, customizable data-logging
functionality capable of capturing and reporting data to the
operator on a screen or in a variety of common formats used by
OEE packages in the back office. Once the data is captured and
centralized, analysis provides opportunities for improvement
that simple lights and buttons just can’t offer. HMIs also provide
operator guidance when production changes.
Improved profitability: The ratio between the investment
you make as an OEM to incorporate HMIs in your designs and
the value your customers place on the new features is not 1:1.
Improved ROI through gains in productivity and efficiency yield
ongoing benefits to your customers, and this ongoing use value
can enable you to command a higher price for these value-driv-
en features and drive more sales.
Push buttons and indicator lights still have a place in equip-
ment like yours, and we don’t see having an HMI as an either/or
proposition. Given the features available today, we recommend
conducting a thorough voice-of-customer investigation and
possibly test your market by offering a mid-range to premium
HMI-based version of your product. It could be a great way to
build your boss’ confidence in an HMI’s place in packaging.
JEFF THORNTON
product management—indication & interface / Red Lion Controls / www.redlion.net
46 / May 2017 / ControlDesign.com
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Hollow-shaft rotary encodersRotary encoder series ECI 4000/EBI 4000 offers encoder variants
that are modular devices without integral bear-
ing and with a 90-mm hollow shaft. This enables
users to replace the conventional toothed-belt
drive for coupling a motor feedback system to
torque motors. The single-turn version fea-
tures resolution of 20 bits. As an alternative,
EBI 4000 is a multiturn variant that features
a revolution counter option with resolution
of 16 bits and that is backed up by an external
battery buffer. These inductive rotary encoders
consist of a scanning unit and the scale drum.
They have an overall height of 20 mm.
Heidenhain / www.heidenhain.us
Two-pole solid-state relaysThe RK series consists of solid-
state relay (SSR) solutions that
have two poles in a single hous-
ing. It gives the option of having
the two poles controlled inde-
pendently or simultaneously. The
latter offers a cost-effective solution for economy switching of
three-phase loads. The SSRs are suitable for reliable switch-
ing of resistive loads. This series extends the current ratings
of two-pole solid-state relays to 75 Aac per pole with a proper
heat sink and provides output screw terminals for secure
connectivity of cables with ferrules, ring or fork terminals. It
conforms to global standards such as UL 508, CSA C22.2 and EN
60947-4-3.
Carlo Gavazzi / 847-465-6100 / www.gavazzionline.com
Solenoid valvesThe Nitra pneumatics line includes two additional series of
valves and manifolds. The BVS-3 series modular solenoid
valves are body-ported three-port (three-way) poppet valves
available in two-position, nor-
mally open or normally closed
configurations. The BVS-4 series
modular solenoid valves are two-
position, single-spring return,
body-ported four-port (four-way)
spool valve models. BVM series
manifolds help to simplify the mounting and wiring of BVS
series solenoid valves. Made of sturdy glass-reinforced ther-
moplastic with DIN rail mounting clips included, they feature
push-to-connect air connections for quick tubing installation.
Control distribution blocks also are available for BVS-4/BVM-4
assemblies. Additional accessories include replacement sole-
noid coils, aluminum manifolds and blanking plugs.
AutomationDirect / 800-633-0405 / www.automationdirect.com
Brush dc motorThe DC022C series 22-mm-
diameter brush-commu-
tated dc motor is offered in
three lengths with continu-
ous output torques of 0.0056
to 0.141 Nm and with eight
standard windings, with special windings available. The motor
features speeds up to 10,000 rpm and dc bus voltages up to 36
Vdc. It has a two-pole stator with neodymium magnets, five-
slot skewed rotor and sintered bronze bearings. Ball bearings,
copper graphite brushes and RFI suppression also are avail-
able. Options such as an encoder and gearboxes with reduc-
tion ratios from 4:1 to 429:1 are offered to optimize the motor’s
performance for specialized or unique applications.
Pittman Motors / www.pittman-motors.com
Touch monitor seriesThe IDS31 industrial touch moni-
tor series with flexible mechanical
design ranges from 7 to 32 in for
both 4:3 and 16:9 sizes. The open-
frame chassis system is designed
for rear mounting to existing
panels or new designs. The series is equipped with a
mechanical design that allows for both touch and nontouch
versions as standard, which can be adapted to alternate touch
technologies such as surface capacitive or surface acoustic
wave. The design has been developed to minimize bezel
frame dimensions and incorporates the standard VESA 75 x
75 or 100 x 100 mounting system. The series design has an
optional black powder-coated cover to enable users to specify
a closed-frame construction allowing surface, pole, arm or
other standard VESA mounting systems.
Advantech / 888-576-9668 / www.advantech.com/ea
ControlDesign.com / May 2017 / 47
product showcaseCONTACT US [email protected]
CD1705_47_49_Showcase.indd 47 4/19/17 2:50 PM
Embedded computerThe Matrix-700 embedded computer is a ready-to-go IoT
gateway that supports Linux OS and Node-RED. Node-RED is a
visual wiring tool for IoT. Users drag and drop the nodes to the
flow editor and connect and configure the nodes. The applica-
tion then is ready to go. Node-RED uses a browser to edit the
node and flow, and users
can share their nodes
and flows by import-
ing and exporting the
libraries that are stored
in JSON and managed by
npm. The computer al-
lows users to connect industrial devices and push the field data
and information to the database of the backend server or even
to the cloud and vice versa.
Artila Electronics / www.artila.com
Data manager with EtherNet/IPEtherNet/IP capability has been
added to the Memograph M RSG45
data manager. The data acquisition
system for small process control ap-
plications provides a way to integrate
legacy 4-20 mA, RTD, thermocouple
and HART-based instruments into a modern control system. It
can quickly integrate up to 20 individual instruments into an
EtherNet/IP environment using a single standard Cat. 5 cable.
The EtherNet/IP connection also allows a plant to control batch
start/stop activities from the control room. The data manager
can accept up to 14 discrete and 20 universal/HART analog
inputs from process sensors.
Endress+Hauser / www.us.endress.com
High-power cabinet heatersA high-power 1,300-W thermostatically controlled cabinet
heater, available in 120-V, 60-Hz and 230-V, 50/60-Hz versions,
has been added to the FLH series.
This model extends the series to five
wattage alternatives, giving a good
choice of outputs powers to match
the volume of the enclosure. Heaters
maintain temperature levels above
equipment minimums as well as
help prevent dangerous, corrosive condensation. The series
offers automatic operation. The built-in thermostat can be
adjusted from 0 to 100 °F (-18 to 38 °C). The integral fan can run
constantly or operate automatically under the control of the
embedded thermostat.
Hammond Manufacturing / www.hammondmfg.com
Customizable angle sensorsThe Vert-X 2800 series of sensors
measures angular position. These
sensors convert rotational angle
into an analog or digital output,
depending on the version. Users
can select stock parts to simply
measure angle, or they can be con-
figured, using a tool connected to a PC called Easy Adapt, to be
application-specific. Possible configurations include start and
end angles for less than 360° maximum range, index point, cw
or ccw indication, calibration settings and nonlinear curves.
The sensors are available in single and fully redundant ver-
sions. Measurement range is 0 to 360° with repeatability of 0.1°.
Novotechnik U.S. / 508-485-2244 / www.novotechnik.com
Modular I/O data loggerThe D4T with Intuition data logger features field-removable I/O
modules. Configurations can be customized to meet the scaling
needs of a range of equipment and applications while providing
the hardware types required for compatibility. The product fea-
tures a 4.3-in color touch panel with a high-resolution graphi-
cal user interface, which allows channels, alarms, inputs and
outputs to be personalized with user-defined names. The data
logging capability complies with regulatory
standards with the ability to choose
encrypted, .CSV or both types of
file formats for tamper-proof record
needs. It allows the use of lock-out se-
curity levels for different user groups.
Watlow / www.watlow.com
Digital I/O carrier board for Raspberry PiA digital I/O carrier board is available for the Raspberry Pi
single-board computer, enabling the Pi to sense or switch up to
16 individually selectable electrical loads ranging from 2.5 to
48 / May 2017 / ControlDesign.com
product showcase
CD1705_47_49_Showcase.indd 48 4/19/17 2:50 PM
280 Vac/Vdc, with solid-state power and reliability. This carrier
board adds the ability to connect, monitor, control and auto-
mate billions of existing devices that previously were beyond
the Pi’s built-in 3.3-Vdc GPIO sensing and control capabilities.
The board enables development of solutions for industrial au-
tomation, remote monitoring and discrete control applications
using Raspberry Pi and I/O modules.
Opto 22 / 951-695-3000 / www.opto22.com
Safety control module with multiple fieldbus protocolsSix industrial press function control blocks have been added
to the samosPro Compact-Plus family of programmable safety
controllers to monitor press contacts, ensuring proper signal
sequencing and timing during press operation, and to control
press operation during setup, single-stroke, automatic and
cyclic modes. Integrated support for both EtherNet/IP and
EtherCAT fieldbus communication protocols is included. The
expanded capabilities allow machine design engineers to
integrate peripheral devices into the automation network and
to relay control information back to these devices using one of
several industrial communications protocols. The 45-mm-wide
base modules are compatible with Wieland’s
samosPlan5+ programming software,
which provides an intuitive interface,
simulation tools and troubleshooting
and reporting functions.
Wieland Electric / 800-943-5263 /
www.wieland-safety.com
Ribbon connector interfaceThe compact 32-channel 40-pin ribbon connector inter-
face offers 24-Vdc selectable connections that allow for use
with a variety of PLC devices. Features include
convenient power supply terminations for
sensors, operation voltage of 24 Vdc,
ambient operating temperature of -20
to 55 °C and Cage Clamp spring pres-
sure connection technology.
Wago / 800-din-rail / www.wago.us
Modular power supply with low acoustical noiseThe QM7 power supply has both medical and ITE safety cer-
tifications and offers low acoustical noise. Accepting 90- to 264-
Vac, 47- to 440-Hz input, the power
supply delivers 1,200 W at low line
and 1,500 W with a 150- to 264-Vac
input. With its modular construc-
tion, the series can be configured
using an online configurator to
provide one to 16 independently
regulated outputs and includes dc good and remote on/off ca-
pabilities. Module output voltages range from 2.8 to 52.8 V and
output powers from 300 to 1,200 W. A further subset of option
modules provides an ac fail signal, standby voltages (up to 12 V,
2 A) and global remote on/off.
TDK-Lambda / www.tdk-lambda.com
Machine-mount IO-Link mini-masters for industrial EthernetThese four-port slim-design IO-Link masters connect smart
devices over IO-Link to build a distributed machine-mount
controls architecture. With IP67 housing, these industrial
Ethernet-based IO-Link masters can be mounted directly on
the machine closer to the sensors and actuators, keeping
short cable runs and adding enhanced diagnostics. EtherNet/
IP, Profinet and EtherCAT version of the masters are available.
These masters are ready for IIoT and Industry 4.0 application
realization. Full-service webserver for EtherNet/IP and
Profinet IO-Link masters enable remote diagnostics
and configuration of the master as well as attached
IO-Link devices. With SNMP onboard, the IO-Link
master and all IO-Link devices are discoverable
for network management systems for critical
data gathering.
Balluff / www.balluff.us
Temperature- and shock-resistant absolute encoderThe DS-25 absolute encoder is a
member of the DS series of electric
encoders. Features include 17-bit
resolution; < 0.025° accuracy; analog
sin/cos, digital SSi,BiSS-C output
options; hollow floating shaft; lack of
bearing or other contact; high tolerance to temperature, shock
and moisture; EMI, RFI and magnetic fields; a total weight of 4
g; and a low profile of 7 mm.
Netzer Precision / www.electromate.com
ControlDesign.com / May 2017 / 49
CD1705_47_49_Showcase.indd 49 4/19/17 2:50 PM
IT’S NOT OK to grab the nearest roll of wire off the shelf and
begin to wire a control panel or machine. There are many re-
quirements to follow. Much of the requirements have to do with
control circuit conductor protection, against both overcurrent
and short circuit, and the type of wires used inside and outside
of a control enclosure. When specifying wire and connectors,
it is best to take a step back to the basics and start with the
standards that must be followed.
The National Fire Protection Association (NFPA) has a lot
to say about codes and standards
related to electrical and � re safety.
NFPA 70: National Electrical Code
(NEC) details the requirements for
safe electrical design and installa-
tion, and it explains how to protect
people and property from electrical
hazards. If you are designing control
systems, you should probably have a heavy, hardbound copy of
this standard front and center on your desk.
More importantly, any electrical designer, machinery manu-
facturer, installer or others working with industrial equipment
must have a copy of NFPA 79: Electrical Standard for Industrial
Machinery. NFPA 79 provides safeguards for industrial machin-
ery and protects operators, equipment and facilities from electri-
cal hazards. It also addresses requirements to keep machinery
from burning down the factory. All industrial machine wiring,
600 V or less, from the control enclosure’s main disconnect to
the � eld devices on the machine, are included in this standard.
Too much current in a conductor can cause a � re. Other than
a few exceptions, electrical conductors must be protected from
overcurrent based on the conductor ampacity. There are ampac-
ity tables in NFPA 79 for grounding and binding conductors, as
well as power and control circuit conductors. The control circuit
design at the main electrical disconnect and branch circuit fus-
ing determines the ampacity—the current-carrying capability
of the wire—and the related wire gauge referred to as American
wire gauge (AWG) in the United States.
There are more than a few exceptions, especially with regard
to conductor sizing. Power circuits, such as feeder and branch-
circuit conductors feeding a disconnect, must be a minimum
of 14 AWG based on electrical equipment requirements. Yet
control circuit conductor sizes of 14, 16 and 18 AWG are consid-
ered protected by a 20-A or less overcurrent device. And control
circuit conductors of these sizes inside a control cabinet have
even higher ampacities. No wonder some factory’s electrical
speci� cations require a minimum of 14 AWG wire.
Clearly, there are many codes to understand when specify-
ing wire. Not only must it meet overcurrent and short-circuit
requirements, the voltage rating, insulation type and number
of wire strands must be considered, as well as � exing applica-
tions, wire color and connections.
A wire or cable insulation voltage
rating must be considered for use
in the circuit and the installation in
the control panel. A cable rated at
300 V obviously cannot connect to
a 480 Vac motor circuit, but it also
cannot run in the same conduit or
raceway as the 480 Vac conductors.
The wires and cables must also have � ame-retardant proper-
ties and be suitable for use within certain temperature limits.
Check out the heat-, moisture- and oil-resistant thermoplastic
insulation of machine tool wire (MTW) and thermoplastic high
heat-resistant nylon-coated (THHN) wire, among others. You’ll
need to specify the correct one.
The wire, cables and � exible cord speci� ed must be selected
based on the applications. These conductors are identi� ed for
their intended uses. To start, they must be stranded, soft-
annealed copper. Whether a non� exing, � exing or constant � ex
application, there are a minimum number of conductor strand
requirements for that.
Specifying the correct conductor color is important, as well.
The NFPA 79 speci� es black for ungrounded power circuits,
green with or without a yellow strip for ground, red for 120
Vac, white for 120 Vac grounded common, blue for a dc control
circuit and white with blue strip for dc grounded common and
others. Follow these color standards in the United States, but
check the European codes, as their wire colors are different.
There are many requirements for connections and terminals,
as well. For example, if the conductor exits the control enclo-
sure, it should be connected to a terminal. There are pages of
requirements for wiring practices in NFPA 79. Purchase this
code or similar and study up. If not, the smell of an electrical
� re may make it into your future control system design.
How to specify, size and connect wire
50 / May 2017 / ControlDesign.com
Dave Perkontechnical editor
automation basics
Electrical conductors must be protected from overcurrent based
on the conductor ampacity.
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