Profit Blending and Movement R500 - Honeywell€¦ · Rundown Tab ... manipulated and selected for use in the same manner as blending instructions created manually in the Blending

Profit Blending and Movement R500.1

Blending Instructions

User Guide

Release: 5.0.1

Doc ID: BI-USR-500

Revision Date: Sep 2016

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ContentsBlending Instructions Overview.........................................................................1

Introduction ..................................................................................................................1Blending Instructions Display.......................................................................................3Blending Instructions Hardware ...................................................................................4

Blending Instructions Entry................................................................................5Overview ......................................................................................................................5Directory Tab ...............................................................................................................7

Edit an Existing Blending Instruction ...................................................................7Create a New Blending Instruction ......................................................................8Copy a Blending Instruction.................................................................................8Delete a Blending Instruction...............................................................................9Managing Multi-Blender Instructions ...................................................................9

General Tab .................................................................................................................9Blender Tab ...............................................................................................................10

Changing the Assigned Blender ........................................................................12Component Tab .........................................................................................................13Additive Tab ...............................................................................................................16Property Tab ..............................................................................................................17Blend Value Tab ........................................................................................................19Rundown Tab.............................................................................................................20

Blending Instructions Overview

IntroductionBlending Instructions may be used by the Production Scheduler to define blending operation requirements for field personnel. It provides facilities for creating, editing, copying, and deleting blending instructions. Those instructions are in turn used by any of Experion Blend Controller (EBC), Profit Blend Controller (PBC), Profit Blend Optimizer (PBO), and Profit Movement Management (PMM).

What are Blending Instructions?Blending instructions are used to specify how a blending operation is to proceed in the field. In the other Profit Blending and Movement applications, blending instructions are also referred to as “blend orders” and “blend recipes”. In this document, the term “blend recipe” refers to the percentage or target flow rate of each component within a blending instruction, along with the desired additive concentrations.

Blending Instructions include the following information:

• Blend header to be used

• Blending specifications, including component recipe type, blend grade and control mode

• Target blend volume

• Target blend flow rate and associated flow rate limits

• Blend destination equipment

• Destination heel volume and property values at the start of the blend (if applicable)

• Initial component recipe and associated optimization settings (e.g. target percentage or flow rate, limits, and cost)

• Initial additive concentration values

• Material source equipment which will supply the components and additives to the blend header

• Property specifications, including target property values for the blended product, associated optimization settings and blend model values

• Rundown segregation flow rate targets, limits and costs (if applicable). Rundown segregation calculations are only performed by PBO. As a result, rundown segregation flow rate targets, limits and costs are not required for EBC/PBC-only systems or for batch blends in PMM.

Blending Instructions User Guide 1


Blending Instructions ArchitectureThe following diagram illustrates how Blending Instructions interacts with PBO, PBC and EBC applications. Blending Instructions can also be used by the Profit Movement Management application where they are incorporated into batch blend orders. (See the Profit Movement Management Operator's Reference Guide for details.)

Blending Instructions DatabaseBlending instructions are maintained in the blending instructions tables in the PBM database (AmmDB). Once a blending instruction is defined and placed in the blending instructions database tables, it is automatically made available to the EBC, PBC, PBO, and PMM users for use with a blend.

Plant Reference Model RequirementsBlending Instructions uses the equipment, materials and properties configured in either the EBC, PBC, PBO or PMM applications. As a result, the Blending Instructions application must connect to one of these applications before the Blending Instructions display can be used to create blending instructions.



Blending Instructions AccessIn PBO, the Blending Instructions tab found on the Blend Monitor Operation display lists the available blending instructions. The Get Blending Instruction function is used to transfer the blending instruction settings to the PBO Blend Monitor and Blend Quality applications. The blend settings are also downloaded to the Blend Control System.

In PBC or EBC access to the list of blending instructions is provided from the Blend Setup display. As part of the download operation, users identify how to translate the material-based blending instructions into the controller-based blend setup. If PBO is also present for that blender the Blend Setup also initiates the updates of the PBO datapool.

Blending instructions can also be accessed from the PMM Order Detail display as part of blend order set up operations.

Remote Blending InstructionsBlending Instructions can accept blending instructions generated by remote planning tools. They may be manipulated and selected for use in the same manner as blending instructions created manually in the Blending Instructions display.

Blending Instructions DisplayPurposeThe Blending Instructions display is used to manage the blending instructions.

Display TabsThe following table briefly describes the Blending Instructions tabs. They are described in detail in Blending Instructions Entry.

Display tabs Description

Directory Displays the current set of blending instructions and may be used to initiate the creation of new blending instructions, to delete existing blending instructions and to select individual blending instructions for editing purposes.

General Used to edit the blending instructions description and to set the recipe type.

Blender Used to configure the general blender settings and to change the blender that the blending instruction is assigned to.

Component Used to configure the set of components available for use in the blend, along with the initial recipe, source equipment and constraints.

Additive Used to configure the set of additives available for use in a blend, along with the initial concentration and source equipment settings.

Property Used to configure the set of properties available for use in a blend, along with the property specifications and destination heel property values.

Blend Value Used to configure the component-property blend values (used in PBO's blend model calculations).

Rundown (Optional) Used to configure the rundown segregation flow rate targets, limits and costs (if applicable). This tab only appears if Blending Instructions is being used with PBO and rundown equipment has been configured for use with PBO.



Blending Instructions HardwareFor Blending Instructions to run, the computers identified in the following table must be present and running properly.

Component Description

Blending Instructions PBM Server The Blending Instructions PBM Server houses the Blending Instructions software components and database.

EBC Display Server, PBC Display Server or PBO Server

Blending Instructions requires a working connection either to the EBC Display Server, the PBC Display Server or the PBO Server. This connection is used to collect the equipment, materials and properties used in the blending instructions and to transfer the completed blending instructions back to the target application.

PMM Control Server If Blending Instructions is being used with Profit Movement Management, Blending Instructions requires a working connection with the PMM Control Server.


Blending Instructions Entry


OverviewAccessing Blending Instructions Display

The Blending Instruction display is accessed from the PBM Home page in Internet Explorer or Experion Station (if present). You must be logged into Windows or Station as a user with the required access rights to access the Blending Instructions display.

In Experion Station, enter PBM in the Command field and press <enter>. This will take you to the PBM home page where you can launch the application.

In Windows, select All Programs > Honeywell PBM > PBM Home Page from the Windows Start menu. Alternately, in Internet Explorer navigate to the PBM home page by entering http://servername/PBM/ into the address field, where “servername” is the name of the PBM Server where the PBM database is stored.

Clicking the BI icon, application name or the Directory link, will take you to the Blending Instruction display.

Minimum Blending Instructions RequirementsBefore a blending instruction can be used to define a new blend (in PBO, EBC or PBC), the following minimum component, additive and property specifications must be met:

• The set of components properties and additives identified in the blending instruction must be a subset of the components and additives configured for the blender.

• For PBO, the blending instruction recipe type (either flow-based or percent-based) must match the recipe type configured for the Blend Monitor application instance to which the blender is assigned.

If extra components, additives and properties that are not configured for the blender are included in the selected blending instruction, PBO's Get Blending Instruction requests and EBC/PBC's Recipe Setup load requests will fail.

For PBO only, the Get Blending Instruction request will also fail if the recipe type in the blending instruction and in the Blend Monitor application instance do not match.

The order of the components and properties in the blending instruction does not matter.



Generic Blending InstructionsIf desired, generic blending instructions can be created that may be used with any blender. This is can be done in any of the following ways:

1. By not identifying a blender for a new blending instruction.

2. By changing the blender in an existing blending instruction to a generic one, using the Change Blender function in the Blending Instructions display - Blender tab.

3. By selecting the generic option when you copy an existing blending instruction.

When a generic blending instruction is loaded into PBO, EBC or PBC, only the blending instruction entries which match the components, additives and properties assigned to the current blender are used. The other blending instruction entries are ignored.

Generic blending instructions must be assigned to a blender before they can be used in PMM.

Multi-Blender Blending InstructionsIt is possible to create a single blending instruction for more than one blender. Each row in the Blender, Component, Additive, Property and Blend Value tabs can be associated with any blender configured in PBO, EBC or PBC. When a blending instruction of this type is loaded into PBO, EBC or PBC for a given blender, only the blending instruction entries that apply to that blender are loaded. Any entry in the blending instruction that does not apply to the current blender is ignored.

A single blending instruction can contain both generic and blender-specific entries.

Multi-blender blending instructions may only be used for blenders which use the same recipe type (either flow-based or percent-based). They will typically be used for blenders that interact in PBO.

Note: Multi-blender blending instructions cannot be used in PMM.

Blending Instructions Creation Notes - PBO Only

The equipment assigned in the Blending Instructions display only includes equipment and values that directly impact the blending operation and optimization calculations. As a result, only equipment that is directly connected to the blender itself is identified in the blending instructions. Equipment that is not directly connected to the blender, like segregation tanks, junctions and outlet boundaries fed by destination tanks, must be assigned manually at runtime.

Similarly, only streams that are optimized by the Blend Monitor application are set up automatically when the blending instructions are loaded. All component, additive and blender streams are automatically assigned. Rundown, junction, outlet boundary and transfer streams must have their source and destination connections set up manually. This even includes rundown segregation streams.

See the Profit Blend Optimizer User Guide for details.



Directory TabThe Directory tab is used to select a blending instruction for editing purposes, create new blending instructions and to delete existing blending instructions.

By default the blending instructions for all of the blenders configured in the system are displayed. To view the blending instructions for a single blender, select the blender name in the Context list at the top of the display

Edit an Existing Blending InstructionSelect a blending instruction to edit, by clicking anywhere in the corresponding row in the Directory tab. Click one of the other tabs to edit the details of the blending instruction.

Add a New Entry

In any of the detail tabs, add a new entry by clicking the icon found at the upper right corner of the table. Next select a field and enter the required information.

After the changes are finished, click the icon to save the row or click anywhere outside the row. If the row fails validation a message box describing the problem is displayed. The row remains in edit mode for correction. If the row passes the validation checks, it is added to the blending instruction.

To cancel the new entry before it has been saved click the icon and it will be discarded.

Edit an Existing Entry

To edit an existing entry simply click on the field to be changed and make the required changes. The updated content will be validated when you click anywhere outside the row.

Delete an Existing Entry

To delete an existing entry, select the corresponding row and click he icon.



Create a New Blending InstructionTo create a new blending instruction click the New button at the bottom of the Directory tab.

In the dialog box enter the blending instruction name (Id) and optional revision for the new blending instruction. You may select a specific blender or leave the value (generic) enabling the operators to choose from a list of blenders when they execute this instruction.

Edit the new blending instruction as usual.

TIP: Blending instruction names and revision names are limited to 50 characters, extra characters are automatically deleted.

Copy a Blending InstructionA new blending instruction can be created using an existing blending instruction as a template. This can reduce the amount of editing to complete an instruction.

Select the blending instruction you want to copy, by clicking anywhere in the associated row in the Directory tab and click the Copy button.

In the dialog box which is displayed, enter the name for the new blending instruction and optional revision name. A specific Blender may be selected from the list or the field may be left with the (generic) value enabling operators to select the blender later.

Edit the new blending instructions as usual.



Delete a Blending InstructionSelect the blending instruction you want to delete, by clicking anywhere in the associated row in the Directory tab. Click the Delete button.

When the blending instruction is deleted, all of its associated blending instruction settings are deleted from the system.

Managing Multi-Blender InstructionsA single instruction is identified by having a unique name and revision and may be applied to multiple blenders by copying and changing the assigned blender. This instruction will share a single Recipe Type on the General tab, so selecting one Blending Instruction in the directory and changing the Recipe Type will change it for each blender using the same instruction. If Rundowns are used, they are similarly common for all blenders using the same instruction.

All other tabs will be unique to the blender assigned to the selected record in the Directory tab.

General TabThe General tab is used to edit the description for the currently selected blending instruction and to set the recipe type.

Contents

Field Description

Blending Instruction Displays the name of the blending instruction. The name cannot be changed from this tab.

Revision Displays the optional blending instruction revision. The revision cannot be changed from this tab.

Description Optional blending instruction description.



Blender TabThe Blender tab is used to configure the general blender settings for the currently selected blending instruction and to change the blender that the blending instruction is assigned to.

Recipe Type Indicates how the component recipes are to be specified, either on a volume percent basis (Percent-based) or on a flow rate basis (Flow-based).

Notes:

1. For blending instructions used with PBO only, the blending instruction recipe type must match the recipe type configured for the Blend Monitor application instance to which the blender is assigned.

2. Be careful if the recipe type for an existing blending instruction is changed. This operation automatically changes the labels in the Component tab from Percent, Percent Low and Percent High to Flow, Tgt Flow Low and Tgt Flow High, respectively. No attempt is made to convert the component setting values in these columns from percent to flow rate values. The values are left unchanged.

3. For PMM batch blends, the recipe type must be percent-based.

Release To Operator Shows the current state of the recipe. The current state can be changed by the Blend Planner.

• Always Visible: Used to prevent a recipe from being hidden or deleted when a blend is closed.

• Not Visible: Recipe will not appear in the list of recipes available for selection by operators in the EBC and PBO operator displays. The recipes though will still be accessible on the BI displays.

• Visible: Default. Recipe will appear in the list of recipes available for selection by operators in the EBC and PBO operator displays. The recipe will remain visible to operators unless the blend is closed, and the “OnBlendClose” BI Setting is configured for ‘AutoHide’ or ‘AutoDelete’. For ‘AutoHide’, the value is automatically changed to “Not Visible” – unless the Blend Planner has marked the recipe as “Always Visible”.

Field Description



Contents

Field Description

Blending Instruction Displays the name of the blending instruction. The name cannot be changed from this tab.

Revision Displays the optional blending instruction revision. The revision cannot be changed from this tab.

Blender Identifies the blender to which the blending instruction applies. The list box contains the set of blend headers configured for PBO, EBC or PBC.

If PMM is present and has been set up for batch blending, the list box also contains the set of batch blenders configured for PMM.

For new blending instructions only, if you want to create a generic blending instruction that applies to any blender, leave this field blank.

Grade Sets the blend grade for blending instructions that will be used with PBO.

Note: If the selected grade is not assigned to the identified blender, PBO’s Get Blending Instruction operation will fail.

A blend grade is not required for EBC, PBC or PMM batch blends.

Product Identifies the blended product. The list box contains the set of materials which are configured as products in PBO, EBC or PBC.

If EBC, PBC and PBO are not present, the list box contains all of the materials configured in PMM that are not additives.

For PBO, EBC and PBC, the blended product name is supplied for information purposes only.

TPC Mode Indicates whether Tank Property Control mode is to be used for blending instructions that will be used with PBO. If Tank Property Control mode is not selected, PBO uses the Instantaneous Property Control mode.

EBC, PBC and PMM ignore this entry.

Heel Volume Sets the volume in the destination tank (heel) at the start of the blend, in blend header volume units.

The heel volume is only required if the Overwrite Heel option has been enabled for the destination in PBO, or if EBC or PBC is expected to take destination heel into account.

The heel volume does not apply to PMM batch blends and is ignored.

Target Volume Sets the target accumulated blend volume, in blend header volume units.

Target Flow Sets the target blend flow rate, in blend header flow units. The value entered here must be between the target flow low and high limits.

For PMM batch blends, a target flow rate is not required.



Changing the Assigned BlenderTo change a blender assignment in the current blending instruction, proceed as follows:

1. Click anywhere in the row containing the blender to be changed. (This is important for multi-blender blending instructions.)

2. Click the Change Blender button at the bottom of the Blender tab.

3. In the Change Blender dialog box which is displayed, select the new blender name from list of blend headers in the To list box, and click OK.

If the current blending instruction is assigned to a specific blender, it can be changed to a generic blending instruction by selecting the word generic in the To list box. Conversely, to assign a blender to an existing generic blending instruction, the Change Blender dialog box must be used.

Tgt Flow Low and High

Sets the lowest and highest allowable target flow rate for the blend, in blend header flow units.

For PMM batch blends, the flow rate limits do not apply and can be left blank. (If a target flow rate has been entered, then flow rate limits need to be entered here.)

Cost Sets the blender flow rate cost used for flow-based optimization calculations in

PBO.


Destination Identifies the blend destination equipment. The list box contains the set of destination tanks, source tanks and outlet boundaries configured for use with PBO, EBC or PBC.

If EBC, PBC and PBO are not present, the list box contains the set of destination tanks assigned to the PMM batch blenders.

Comments Optional blending instruction comment

Field Description



For multi-blender blending instructions, when the blender assignment is changed for one of the blenders, all of the blending instruction entries that applied to the old blender are automatically reassigned to the new blender. If the new blender name matches one of the blenders that already appears in the blending instruction, duplicate blending instruction entries are deleted.

Note: Multi-blender blending instructions are not supported for use in PMM.

Component TabThe Component tab is used to configure the set of components available for use in the currently selected blending instruction.

Contents

Field Description

Blending Instruction Displays the name of the blending instruction. The name cannot be changed from this tab and is automatically entered for new records.

Revision Displays the optional blending instruction revision. The revision cannot be changed from this tab and is automatically entered for new records.






Component Identifies the components which could be blended. The list box contains the set of materials which are configured as components in PBO, EBC or PBC.

If EBC, PBC and PBO are not present, the list box contains all of the materials configured in PMM that are not additives.

EBC, PBC and PBO Blending Instruction Notes:

1. Be sure to select components which been configured for use with the identified blender. (If a component is not assigned to the identified blender, PBO’s Get Blending Instruction operation and EBC/PBC's Recipe Setup load requests will fail.)

2. Not every component configured for use with the blender needs to be identified in the blending instruction.

Percent

or

Flow

Sets the initial component recipe values for the blend, in percent or flow rate. The value entered here must be between the percent or flow, low and high limits.

The label depends on the recipe type selected in the General tab.

Percent Low Limit

or

Tgt Flow Low

Sets the low percent or target flow limit which represents the lowest allowable component recipe value.


Percent High Limit

or

Tgt Flow High

Sets the high percent or target flow limit which represents the highest allowable component recipe value.


Use Indicates whether the component is to be used by the PBO Blend Optimizer (checked) or is not part of the blend optimization calculations (not checked).


Volume Low Limit

and

Volume High Limit

Sets the lowest and highest component volume values that PBO is to allow in the optimization if volume constraints are configured for use. The volume limits must be in blend header volume units.

EBC and PBC ignore these values.

Cost Sets the component cost which is used to indicate the relative cost of one component compared to the others (on a per volume basis or simply in relative terms). PBO uses the costs to determine which components are the least expensive to use when optimizing for minimum cost.

EBC, PBC and PMM ignore these values.

Source Identifies the component source equipment. The list box contains the set of source tanks, destination tanks, rundowns and junctions configured for use with PBO, EBC or PBC.

If EBC, PBC and PBO are not present, the list box contains the set of source tanks assigned to the PMM batch blenders.

Field Description



Total RowThe row at the bottom of the Component tab displays the totals for the Percent, Percent Low Limit, Percent High Limit, Volume Low Limit, and Volume High limit columns. For flow-based blend instructions, totals are displayed for the Flow, Target Flow Low, Target Flow High, Volume Low Limit and Volume High Limit columns.

The totals are displayed in a red font under the following conditions:

In general, totals that do not pass their validation check (i.e. that are displayed in red) do not prevent you from saving the blend instruction and moving to another display.

Display validation checks (e.g. component recipe values are out of range) are reported via message boxes and may prevent the blending instruction from being saved.

Column Recipe Type Displays a red background when the total is...

Percent Percent-based Outside the range: 100% +/- the recipe tolerance

Percent Low Limit Percent-based > 100%

Percent High Limit Percent-based < 100%

Target Flow-based Outside the range: target flow +/- the flow tolerance

Target Flow Low Flow-based > Target Flow

Target Flow High Flow-based < Target Flow

Volume Low Limit Percent or Flow-based > Target Volume

Volume High Limit Percent or Flow-based < Target Volume



Additive TabThe Additive tab is used to configure the set of additives available for use in the currently selected blending instruction.

Contents

Field Description






Additive Identifies the additives which could be blended. The list box contains the set of materials which are configured as additives in PBO, EBC or PBC.

If EBC, PBC and PBO are not present, the list box contains all of the materials that are configured in PMM as additives.

Be sure to select additives which been configured for use with the identified blender. (If an additive is not assigned to the identified blender, PBO’s Get Blending Instruction operation and EBC/PBC's Recipe Setup load requests will fail.)

Not every additive configured for use with the blender needs to be identified in the blending instruction.

Concentration Sets the initial additive recipe concentration. The value entered here must be between the concentration low and high limits.

Note: Additive concentrations are not manipulated by PBO, EBC or PBC.



Property TabThe Property tab is used to configure the set of properties available for use in the currently selected blending instruction.

Note: The Property tab settings do not apply to PMM batch blends and can be left blank.

Contents

Conc Low Limit

and

Conc High Limit

Sets the lowest and highest allowable concentration for the additive.

Source Identifies the additive source equipment. The list box contains the set of source tanks, destination tanks, rundowns and junctions configured for use with PBO, EBC or PBC.

If EBC, PBC and PBO are not present, the list box contains the set of source tanks assigned to the PMM batch blenders.

Field Description





Field Description



Property Identifies the properties which could be monitored. The list box contains the set of properties configured for use with PBO, EBC or PBC.

Be sure to select properties which have been configured for use with the identified blender. (If a property is not assigned to the identified blender, PBO’s Get Blending Instruction operation and EBC/PBC's Recipe Setup load requests will fail.)

Note: The blending instruction must include all of the properties assigned to the blender.

Target Sets the target defines the desired property specifications. The value entered here must be between the property low and high limits.

This value is not used by PBO, but is required by EBC and PBC. (If EBC and PBC are not present, this value may be used by the Blend Control System.)

Low Limit and High Limit Sets the low and high property specification limits.

If PBO is being used to control the blend, it attempts to control the properties so that they are within the low and high property limits. If Giveaway is included in the optimization mode selected for use, the property may be driven towards these limits, if so configured.

Proto Value Sets the proto tank values for octane properties, if applicable. This entry should only be filled in if the property's corresponding analyzer type is octane.

The proto values are not used by EBC, PBC or PBO. They are displayed for reference purposes only.

Cost Sets the property cost which is used to indicate the relative importance of one property compared to the others.

PBO uses the cost to determine which properties are important when optimizing for Giveaway, or to control for off-specification properties (non-zero property costs).

The property cost is used with the off-spec cost ratio, as part of the PBO property optimization calculations.

EBC and PBC ignore these values.

Heel Property Sets the value for the property in the destination tank heel at the start of the blend.

The heel properties are only required if the Overwrite Heel option has been enabled for the destination in PBO, or if EBC or PBC is expected to take destination heel into account.

Use Indicates whether the property is to be used by the PBO Blend Optimizer (checked) or is not part of the blend optimization calculations (not checked).

EBC and PBC ignore this entry.

Field Description



Blend Value TabThe Blend Value tab is used to define the blend values for every component-property pair in the currently selected blending instruction. Blend values are only required if the blending instruction is going to be used with PBO. (The Blend Value tab settings do not apply to PMM batch blends and can be left blank.)

Contents

Field Description





Component Identifies the component for a given component-property pair. The list box contains the components identified in the Blending Instructions - Component tab.

Property Identifies the property for a given component-property pair. The list box contains the properties identified in the Blending Instructions - Property tab.

Blend Value Sets the blend value for the component-property pair.

Note: A separate blend value record must be created for every component-property pair in the blending instruction that has a non-zero blend value.



Rundown TabThe Rundown tab is used to define the segregation flow settings for the rundowns to be used in the blend if required. The Rundown tab is only available if Blending Instructions is being used with PBO and rundown equipment has been configured for use with PBO.

Contents

Field Description



Rundown Identifies the rundown equipment that are to be used for blends that include segregation flows. The list box contains the set of rundown equipment items configured for use with PBO.

Seg Flow Target Sets the target flow rate for the material being transferred from the rundown to the segregation equipment item.

This flow rate value may be used in the optimization calculations to limit the quantity of rundown material that is being sent to the segregation equipment, instead of being sent to a blender.

Seg Flow Low and High Sets the lowest and highest allowable flow rate for the rundown material being sent to the segregation equipment.

Cost Sets the segregation flow cost which is used to indicate the relative cost of transferring material to the segregation equipment instead of to the blender.

When the segregation targets are included in the blend optimization calculations, the Blend Optimizer uses the cost to determine how much material is sent to the segregation equipment and how much is sent to the blenders.

Use Seg Target Indicates whether the segregation flow rate target and cost are to be used in the optimization calculations.

Note: The segregation flow limits are always respected by the optimizer, regardless of the Use Seg Target setting.


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Documents

Profit Blending and Movement R500 - Honeywell€¦ · Rundown Tab ... manipulated and selected for use in the same manner as blending instructions created manually in the Blending