Improve Operations Productivity - Rockwell Automation · Provides multi-unit coordination ......

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Copyright © 2012 Rockwell Automation, Inc. All rights reserved. Improve Operations Productivity Batch Management & Control Name – John Párraga Title – Product Manager Date – 5-6 November, 2012

Transcript of Improve Operations Productivity - Rockwell Automation · Provides multi-unit coordination ......

Copyright © 2012 Rockwell Automation, Inc. All rights reserved.

Improve Operations Productivity Batch Management & Control

Name – John Párraga Title – Product Manager Date – 5-6 November, 2012

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Agenda

Conclusion

Process Execution Information

Process Sequencing Automation

S88 Basics

The Goal of Productivity and Quality

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Productivity

Productivity. Productivity is a measure of the efficiency of production. Productivity is a ratio of production output to what is required to

produce it (inputs). Improving the quality-price-ratio of commodities is to a producer an

essential way to enhance the production performance.

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Business Drivers Business Consolidation Global Brand Consistency Recipe/Brand Deployment IP safekeeping Enterprise Integration Cost Quality

Functional Needs Material and Quality management Lot Tracking and Genealogy Equipment Utilization Recipe management Reduced Loss Safety Flexibility

Optimization Goals

CAPACITY, CAPABILITY, COST and QUALITY

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Impact on Product Quality Attributes

Predict the changes in the recipe and process that need to be made to achieve the same end product. Allow process to make decisions based on business rules Provide personnel data to make decisions the control system is

not setup for.

If all the information pertinent to the production of a batch could be captured and correlated to the various quality points, then better decisions could be made to improve the overall quality of the final product.

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Manual Data Collection Quality and Visibility Often, manual data is transposed to electronic form, this data is

delayed and vulnerable to errors.

If possible, Manual Data collection and/or recording should be automated.

Information is then instantly available to the entire system for better decision making.

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Data Information Trends Summaries … Consistent Quality?

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Information Enabled Manufacturing

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A production model is a numerical expression of the production process that is based on production data Quality Quantity Asset utilization

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Recipe Management Provides formulation (set point)

definition Provides procedural (sequence)

control Allows flexible, secure recipe

management

Production Planning & Scheduling Coordinates batch schedules &

execution Allows integration with MES/ERP

systems

Production Information Management Generates event information during

batch run Offers flexible data storage options

Enables the following ISA88 Batch Control Activities

Process Management Provides multi-unit coordination Allows user to scale batches Enables optimization of routes

Unit Supervision Provides unit allocation Provides resource arbitration

Process Control Enables engineering design efficiencies Offers preferred connectivity to Logix

through use of PhaseManager.

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Engineering Aspects

What is the capability of the equipment?

What to do with the equipment?

Equipment Procedure

“ SEPARATE ”

FUNDAMENTAL ISA-S88 CONCEPT

Engineer Formulator

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Engineering Aspects What is the capability of the equipment?

Phases are the building blocks of a modular solution

Phases

Units

Process cell

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Phase Manager

Phase Manager Logic definition

+ = • Parameters • Report Values • Execution logic

• Controller firmware • Phase infrastructure • Phase tags • State transition logic • Phase logic interface

Equipment Phase

• Reusable • Modular code

• Encapsulated basic equipment functionality (Agitate, Add, Heat, Cool, Transfer, etc.) • Product or procedure independent • Sequencing engine independent

“Implementation consistency” “Validate code once”

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Formulator Aspects

What new procedure do I need to make today?

These are my equipment capabilities

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Formulator Aspects

Recipe Configuration

Product recipes Experimental recipes Cleaning (CIP) recipes Material Qualification recipes Equipment setup procedures Dispensing procedures Startup sequences Shut down sequences Etc.

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Quality Aspect (Configuration Auditing)

Audits on Equipment and Recipe Editor

Types of Audits Messages Security Events

Operator tried to Log On at 1:13 pm on January 2, 2009

Configuration Change Events Report Parameter Added to MIXER_22

Explanation Events Why a change was made i.e. Set of changes to implement new mixing

line.

Audits enabled by FactoryTalk diagnostics

Added a “circulation” phase to the “French Vanilla” recipe.

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Process Demo Overview

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Engineering Aspects

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Inventory as seen from the process automation

Destination priority for material receiving

Operator is instructed to setup equipment for required destination

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

The phase will prompt the operator if: • If any equipment required by

the phase is in Manual Mode or Faulted.

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Single Unit per Unloading station

Single Phase per Unit

Material enabled Phases: • Knows what container (silos or tanks) material can be stored. • Knows what materials are in each container. • Will not send material to a container having a different material

than the one being received. • Knows the priority of silos filling based on the different materials.

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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Single Unit per Unloading station

Single Phase per Unit

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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Materials Storage locations

The material manager component tracks storage locations and materials as seen from the process automation. • Knows what material can be assigned to each container. • Knows what phases can reach each container. • Knows material and equipment properties (as defined).

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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Receiving initiation

The operator is requested to provide material and lot ID

This information can be scanned to minimize operator data entry.

Based on the material being received (MA) and the possible destinations (Silo 1 and 4) and taking into account the filling order, silo 1 should be the destination

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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The required destination is silo 1

The operator is prompted to check the transfer panel

The transfer panel is set to silo 4

Starting inventory in silo 1 is 1000

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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The operator acknowledges the prompt The system rechecks for the correct destination

The transfer panel is set to silo 1

The system proceeds to transfer material

End or Hold the transfer

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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The operator is prompted to input the amount of material unloaded

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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Ending inventory in silo 1 is 1000 1000 + 15000 = 2500

Note: These inventories are estimates based on reported amounts added and removed from the containers

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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The destinations in the liquids unloading station are automatically routed. The amount of liquid unloaded is determined by the flow meter. The inventory is automatically updated by the system.

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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The destinations in the liquids unloading station are automatically routed. The amount of liquid unloaded is determined by the flow meter. The inventory is automatically updated by the system.

Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

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Process Demo Raw Material Major Liquid and Solid Ingredient Receiving

Provides an active material management / inventory system Defines storage locations, containers, and materials Records critical data about material and equipment usage Provides for lot tracking & material genealogy

Enables material based phase definitions in batch execution Enables just-In-time material & equipment selection to provide

flexible batch manufacturing & real-time production scheduling

Material Manager - Used to solve material management requirements

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Process Demo pre-weigh Unit Major Liquid and Solid Ingredient Dosing

Inventory as seen from the process automation

Source priority for material dosing

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Process Demo Pre-weigh Unit Major Liquid and Solid Ingredient Dosing

Single material ADD phase required to add any ingredient to pre-weigh unit (liquids and solids)

Equipment Procedure (recipe)

Recipe Phase instance requiring addition of MAT_A based on weight

Recipe Phase instance requiring addition of MAT_A based on material properties

Same Phase different control strategy Material enabled Phases: • Knows what containers (silos or tanks) material are in. • Know which materials have been released to production. • Knows the container priority of usage.

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Process Demo pre-weigh Unit Major Liquid and Solid Ingredient Dosing

LI_A located in tank 1 Tank 1 initial inventory

Recipe Phase instance requiring addition of LI_A based on weight control strategy

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Process Demo pre-weigh Unit Major Liquid and Solid Ingredient Dosing

Tank 1 final inventory

Material properties such as Cost ($/Kg) is used to determine material addition cost

The phase will prompt the operator if: • If any equipment required by

the phase is in Manual Mode or Faulted.

• If the material addition is over or under tolerance, allowing the phase to retry to complete the addition or to ignore the prompt.

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Process Demo pre-weigh Unit Major Liquid and Solid Ingredient Dosing

LI_A located in tank 1 Tank 1 initial inventory

Recipe Phase instance requiring addition of LI_A based on Material properties control strategy The material concentration is

factored into the calculated amount to be dosed. • This strategy allows the

recipe formula to be maintained while the material properties change.

• The system will dynamically adapt the amount (weight) required

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Process Demo pre-weigh Unit Major Liquid and Solid Ingredient Dosing

Tank 1 initial inventory

Concentrate amount SP = 100

Calculated amount SP = 105.3

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Operations Aspects (Batch Security) Command Authorization security

Full access control to operations Ensures that personnel are prompted for

signatures when commands are executed.

Parameter and Report deviation authorization Manual and Automatic Phases Three Levels of limit values can be secured

Electronic Signatures Up to three signatures for authorization Logs intent of each signature Full names logged in event journal Available in Batch View and active X’s

Limits and values displayed

Required Signatures, * is the last one to sign

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Process Demo pre-weigh Unit Major Liquid and Solid Ingredient Dosing

The material concentration and cost have been specified as properties. The phase has access to this data upon binding to a container.

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Formulator Aspects (Recipe Formula Value features)

Recipe author's can write parameter, transition, & binding expressions to create “intelligent” recipes that reference unit tags, attributes, input/output parameters.

Options to define report parameters at all levels of the recipe including phase, operation, unit procedure, and procedure.

Phase report parameters give you the ability to accumulate values uploaded by phase logic.

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Process Demo Overview Premix

Pre mix units 1 and 3 are highly automated

Pre mix units 2 in “not automated” The procedures to be followed by the operator can be automated.

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Process Demo Pre-mix Unit

Equipment view

Procedure steps description

Direct access to units prompts

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Process Demo Pre-mix Unit

Operator instructions

Direct access to units instructions

Navigation to other units Instructions

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Process Demo Pre-weigh Unit Major Liquid and Solid Ingredient Dosing

Integrated Equipment and procedure view

Batch List

Procedural view in SFC format

Step description

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Process Demo Pre-weigh Unit Major Liquid and Solid Ingredient Dosing

Procedural view in table format

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Process Demo - Reactors

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Process Demo - Reactors

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Full Screen Graphics Overview Batch Screen Overview Batch API Screen Line/Unit Batch Screen eProcedure Batch Screen

Pop-up Graphics

Instructions, Signatures, & Prompts Add Batch

Documented Batch API code examples Batch List, Units List Recipe List, Add Batch, Batch Commands

Integrated Visualization

Single operator interface for monitoring and controlling process

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Integrated Visualization

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Integrated Visualization

Add a batch with the push of a button

Add a batch from batch view

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Integrated Visualization

Add a Batch

Select units

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The enabling technology to build equipment (unit) binding requirements and preferences into procedures.

Decisions can be based on: Preference Requirement

Use “Smart Binding” to address: Cost Concerns (use the “warmest” reactor) Clean-in-place Requirements (“peanut-free”

product) Out-of-Service Status (scheduled maintenance) Unit/Recipe Compatibility (Glass Lined Reactors) Avoid using Unit with unneeded functionality

(recipe doesn’t need agitator)

Smart Binding (Equipment auto selected)

Use to optimize the production process

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Reduce Recipe Management Define all recipes as class based, then set

specific requirements through unit attributes

Improve energy efficiency Select cleanest or warmest unit for

reduced heating requirements

Improve quality and reduce rework Eliminate product transfer routing errors

by operators through pre-built binding requirements algorithms

Improve Process efficiency Reduction in Batch cycle time due to

reduced dynamic routing decision time Unit requirement and preferences

algorithms can react dynamically to changing unit conditions after schedule has been initiated

Some Benefits of Smart Binding

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Process Demo - Pre-mix Unit 2 Manual Unit

100 % Manual UNIT Batch system provides the operators with the required instructions

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Provides automated operator instructions for manual processes Automates the process without the need to automate the equipment Provides secure and reliable instructions to your operators using web technology Leverage manual SOP’s, documents, video, and/or pictures within instructions

Integrates manual instructions into automatic batch recipe execution Provides manual prompts, data acquisition, & SOP’s during running sequence. Connect to bar code scanner, databases, controllers within instructions Integrates directly into HMI applications Comprehensive Electronic Signatures

Use to solve manual SOP requirements

Electronic work instructions

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Typical procedures that can be automated Manual batch execution and

prompts Complex standard operating

procedures Portable hand held applications Product changeover and

packaging line changes Equipment startup and shutdown

sequences Abnormal condition handling Cleaning and maintenance

procedures

Use to solve manual SOP requirements

Electronic Work Instructions

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Electronic Work Instructions

Signature required

Prompt operator for lab sample Have lab complete the instruction

Display images

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Process Demo - Pre-mix Unit 2 Manual Unit

All manual instructions.

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LclTime BatchID Recipe Descript Event PValue EU Area ProcCell Unit Phase PhaseDesc UserID UniqueID MaterialName MaterialID LotName Label Container PromiseID Reactivation Number Instruction HTML SignatureID ActionID ContextsID Contexts Signature 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Event File Name C:\PLANTPAX DEMO\BATCH\JOURNALS\106.evt PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Version Recipe Header 1.0 PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Version Date Recipe Header 10/9/2009 8:39:35 AM PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Author Recipe Header Demo User PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Product Code Recipe Header 33333 PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Product Description Recipe Header Product A - No Manual Steps but with continuous looping. PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Class or Instance Recipe Header Instance PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Recipe Type Recipe Header BP PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Area Model File Name Recipe Header C:\PLANTPAX DEMO\BATCH\PLANTPAX_DEMO.CFG PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Area Model Validated Against Recipe Header 4/29/2010 1:12:47 PM PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Validation Time Recipe Header 4/29/2010 1:13:40 PM PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 File Name Recipe Header C:\PLANTPAX DEMO\BATCH\RECIPES\PRODUCT_C.BPC PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Scale Scale Factor 100 % PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 PREMIX_UP:1 Creation Bind PREMIX_01 PLANTPAX PREMIX_01 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 REACTOR_UP:1 Creation Bind REACTOR_01 PLANTPAX REACTOR_01 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_01:1-1 Initial Value: SETPOINT_01 Recipe Value Change 200 KG PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_01:1-1 Initial Value: TOLERANCE_01 Recipe Value Change 5 % PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_01:1-1 Initial Value: MATERIAL_01 Recipe Value Change MATERIAL_A MATERIAL PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_02:1-1 Initial Value: SETPOINT_01 Recipe Value Change 125 KG PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_02:1-1 Initial Value: TOLERANCE_01 Recipe Value Change 5 % PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_02:1-1 Initial Value: MATERIAL_01 Recipe Value Change MATERIAL_B MATERIAL PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_03:1-1 Initial Value: SETPOINT_01 Recipe Value Change 25 KG PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_03:1-1 Initial Value: TOLERANCE_01 Recipe Value Change 5 % PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\ADDITION_03:1-1 Initial Value: MATERIAL_01 Recipe Value Change MATERIAL_C MATERIAL PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\AGITATE_FXD:1-1 Initial Value: MODE Recipe Value Change INDEFINITE AGIT_MODE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\AGITATE_FXD:1-1 Initial Value: SETPOINT_MINS Recipe Value Change 0 MIN PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\AGITATE_FXD:1-1 Initial Value: SETPOINT_SECS Recipe Value Change 0 SEC PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\AGITATE_FXD:2-1 Initial Value: MODE Recipe Value Change DURATION AGIT_MODE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\AGITATE_FXD:2-1 Initial Value: SETPOINT_MINS Recipe Value Change 0 MIN PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\AGITATE_FXD:2-1 Initial Value: SETPOINT_SECS Recipe Value Change 30 SEC PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\INITIALIZE:1-1 Initial Value: RECIPE_NAME Recipe Value Change PRODUCT A PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1\PM_XFER_OUT:1-1 Initial Value: MODE Recipe Value Change RECIRC_TRANSFER PREMIX_MODE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:1-1 Initial Value: MODE Recipe Value Change INDEFINITE AGIT_MODE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:1-1 Initial Value: SETPOINT_MINS Recipe Value Change 0 MIN PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:1-1 Initial Value: SETPOINT_SECS Recipe Value Change 0 SEC PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:1-1 Initial Value: RUN_SPEED Recipe Value Change 50 RPM PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:1-1 Initial Value: HOLD_SPEED Recipe Value Change 0 RPM PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:2-1 Initial Value: MODE Recipe Value Change INDEFINITE AGIT_MODE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:2-1 Initial Value: SETPOINT_MINS Recipe Value Change 0 MIN PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:2-1 Initial Value: SETPOINT_SECS Recipe Value Change 0 SEC PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:2-1 Initial Value: RUN_SPEED Recipe Value Change 25 RPM PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\AGITATE_VSD:2-1 Initial Value: HOLD_SPEED Recipe Value Change 0 RPM PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\BLEND_TIMER:1-1 Initial Value: $HOLD_BEHAVIOR Recipe Value Change RETENTIVE $HOLD_BEHAVIOR PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\BLEND_TIMER:1-1 Initial Value: $TIMER_TYPE Recipe Value Change COUNT_DOWN $TIMER_TYPE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\BLEND_TIMER:1-1 Initial Value: $SETPOINT Recipe Value Change 0.5 MINUTES PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\HEADER_ADD:1-1 Initial Value: SETPOINT_01 Recipe Value Change 300 KG PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\HEADER_ADD:1-1 Initial Value: TOLERANCE_01 Recipe Value Change 5 % PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\HEADER_ADD:1-1 Initial Value: MATERIAL_01 Recipe Value Change MATERIAL_D MATERIAL PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\INITIALIZE:1-1 Initial Value: RECIPE_NAME Recipe Value Change PRODUCT A PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\PREMIX_ADD:1-1 Initial Value: MATERIAL_01 Recipe Value Change PREMIX MATERIAL PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\PREMIX_ADD:1-1 Initial Value: CONTROL_STRATEGY Recipe Value Change ADD_ALL PREMIX_ADD.CONTROL_STRATEGY PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\REACTOR_XFER_OUT:1-1 Initial Value: PATH Recipe Value Change STRG_TNK_01 RCTR_XFER_PATH PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\TEMP_CTL:1-1 Initial Value: MODE Recipe Value Change WARM_UP TEMP_MODE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\TEMP_CTL:1-1 Initial Value: SETPOINT_TEMP Recipe Value Change 100 DEG PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\TEMP_CTL:2-1 Initial Value: MODE Recipe Value Change TEMP_CNTRL TEMP_MODE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\TEMP_CTL:2-1 Initial Value: SETPOINT_TEMP Recipe Value Change 153.6 DEG PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\TEMP_CTL:3-1 Initial Value: MODE Recipe Value Change COOL_DWN TEMP_MODE PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1\TEMP_CTL:3-1 Initial Value: SETPOINT_TEMP Recipe Value Change 98.6 DEG PLANTPAX 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Product A - No Manual Steps but with continuous looping. System Message FactoryTalk Batch Server Version 11.00.1020.225 Procedure PLANTPAX PAX02/PAX02\LABUSER 106 0 2010.05.17 06:25:13 BATCH_ID 106:PRODUCT_C-1 Product A - No Manual Steps but with continuous looping. System Message Beginning Of BATCH Procedure PLANTPAX PAX02/PAX02\LABUSER 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C-1 State Commanded: State Command START PLANTPAX PAX02/PAX02\LABUSER 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C-1 State Changed: State Change IDLE PLANTPAX 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C-1 Step Activated Step Activity Initial Step PLANTPAX 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C-1 Procedure Started. System Message 0 PLANTPAX 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C-1 State Changed: State Change RUNNING PLANTPAX 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C-1 Step Activated Step Activity PREMIX_SIMPLE_LOOP_UP:1 Unit Procedure PLANTPAX 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C-1 Step Activated Step Activity REACTOR_SIMPLE_LOOP_UP:1 Unit Procedure PLANTPAX 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C-1 Step Deactivated Step Activity Initial Step PLANTPAX 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1-1 State Changed: State Change IDLE PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1-1 Step Activated Step Activity Initial Step PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1-1 Unit Procedure Started System Message 0 PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1-1 State Changed: State Change IDLE PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1-1 Step Activated Step Activity Initial Step PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1-1 Unit Procedure Started System Message 0 PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1-1 State Changed: State Change RUNNING PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1-1 State Changed: State Change RUNNING PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1-1 Unit Acquired Arbitration PREMIX_01 PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1-1 Step Activated Step Activity PREMIX_SIMPLE_OP:1 Operation PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1-1 Unit Acquired Arbitration REACTOR_01 PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1-1 Step Activated Step Activity REACTOR_SIMPLE_OP:1 Operation PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1-1 Step Deactivated Step Activity Initial Step PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1-1 State Changed: State Change IDLE PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1-1 Step Activated Step Activity Initial Step PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1-1 Operation Started System Message 0 PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1-1 Step Deactivated Step Activity Initial Step PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1-1 State Changed: State Change IDLE PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1-1 Step Activated Step Activity Initial Step PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1-1 Operation Started System Message 0 PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1-1 State Changed: State Change RUNNING PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\REACTOR_SIMPLE_LOOP_UP:1\REACTOR_SIMPLE_OP:1-1 State Changed: State Change RUNNING PLANTPAX PRODUCTION REACTOR_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1-1 Equipment Module Acquired Arbitration PM01_INITIALIZE PLANTPAX PRODUCTION PREMIX_01 106 0 2010.05.17 06:25:24 BATCH_ID 106:PRODUCT_C\PREMIX_SIMPLE_LOOP_UP:1\PREMIX_SIMPLE_OP:1-1 Step Activated Step Activity INITIALIZE:1 Phase PLANTPAX PRODUCTION PREMIX_01 PM01_INITIALIZE 106 0

Batch execution and process data is generated and stored

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• Batch Reporting – Internet Explorer

• Batch Analysis – HMI, PB, Excel

Same data, users with different focus…

• Historian – Time-Series Data – Batch Analysis

• SQL Database – Relational Data – Batch Records

• All batch data • No trend data

• Only the batch data you want

• All trend data

• Batch – Recipe Mgmt – Batch Control – Data Logging

• Designed to provide “templated” batch reports via the web

• Designed to enable detailed time analysis of the batch process

• FactoryTalk VantagePoint - Decision Support

Event

Trend

Event

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Standard Reports Available

Quality Plant Management Planning and Logistics

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• 010 – Batch Listing – Provides a list of batches that meet a

user’s search criteria • 020 – Batch Summary

– Offers batch specific summary information on batch data (step time) and setpoint vs. actual1

• 030 – Batch Detail – Offers batch specific detailed

information on batch data (step times, parameters, reports), abnormal state changes, batch failures, FactoryTalk alarms & events, set point vs. actual1, and out of tolerance values.

• 040 – Material Usage1

– Offers material specific consumption information including: batch that consume it, quantity & lot consumed, total consumption over period of search.

• 050 – Forward Tracking1 – Enables you to find all batches that

consumed a material lot or used a piece of equipment.

• 060 – Backward Tracing1 – Enables you to trace all ingredients

consumed and equipment used by a specific batch.

• 070 – Batch Execution – Review a specific batch’s step execution

times in a bar chart format. • 080 – Duration Comparison

– Compare the durations of multiple batches in a bar chart format.

• 090 – Batch Exceptions – Review all batches with exceptions.

Includes abnormal state changes, FactoryTalk alarms & events, batch failures, out of tolerance values1

1 Requires use of specific naming conventions during design .

Standard Reports Available

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Standard Reports Available (010 – Batch Listing)

Provides a list of batches that meet a user’s search criteria

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Standard Reports Available (010 – Batch Listing)

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Standard Reports Available (020 – Batch Summary)

The “Batch Summary” report will provide a high level report with basic information.

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Standard Reports Available (020 – Batch Summary)

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Standard Reports Available (030 – Batch Detail)

Let’s examine 030 – Batch Detail… The “Batch Detail” report will appear for Unique ID = 5. (Batch ID = 20090514_1100.05).

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Standard Reports Available (030 – Batch Detail)

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Standard Reports Available (030 – Batch Detail)

Expanding the Batch Data for Premix_01 you get more specific information about all levels of the unit procedure:

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Standard Reports Available (040 – Material Usage)

The “Material Usage” report introduces the new selection “Material Name”. This dropdown allows the user to define which material to search for. For this example, select Material_A from the dropdown:

Let’s examine 040 – Material Usage… Understanding material usage and consumption can be very useful. In this example, we will further explore the capabilities of the batch system by running a material usage report for “Material A

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Standard Reports Available (040 – Material Usage)

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Standard Reports Available (050 – Forward Tracking)

Track and Trace requirements are a very critical in many industries today. Track & Trace can be separated into the following two parts. •Forward Tracking enables a search on raw material lot or equipment to provide a list of all final batches that used that material or equipment. This is primarily used when there is a raw material recall or issues with equipment are discovered. •Backward Tracing enables a search on a specific batch produced and returns the list of all raw material lots and equipment used in that batch. This is primarily used to determine all items in the batch when a defective batch is identified. (ie. Customer issue or final product recall.)

Let’s examine 050 - Forward Tracking… The “Forward Tracking” report introduces the new selection “Report Type”. This dropdown allows the user to define if the search should be by “Lot” or by “Equipment”. For this example, select Lot from the dropdown:

Each line of this report shows the Batch ID, recipe name, amount consumed, and event time for the consumption of “Lot-A-01” as selected from a dropdown menu:

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Standard Reports Available (050 – Forward Tracking)

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Standard Reports Available (060 – Backward Tracing)

Let’s examine 060 - Backward Tracing… The data given by the customer indicates that “Batch ID – 20090514_1100.05” is in question. Observe all material and equipment used by this batch! The “Backward Tracing” report will appear for Unique ID = 5. (Batch ID = 20090514_1100.05). In this report we can see a listing of all materials,

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Standard Reports Available (060 – Backward Tracing)

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Standard Reports Available (070 – Batch Execution)

Any delay in the premix process can delay the overall reactor cycle time. Here we can see that the operator took approximately 324 seconds to complete the manual addition to the premix vessel.

Let’s examine 070 – Batch Execution… The “Batch Execution” report will appear for Unique ID = 4. This report graphically shows the detailed time execution of the batch. To maximize the value of this report, the user needs an understanding of the process. In this production process, the premix material is first created and then added to the reactor.

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Standard Reports Available (070 – Batch Execution)

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Standard Reports Available (080 – Duration Comparison)

Let’s examine the 080-Duration Comparison… From the query header, select Start Time Calendar, and select May 1, 2009 From the query header, select End Time Calendar, and select June 1, 2009. From the query header, enter *20090514* into the “Batch ID Filter” and hit the Enter key (Be sure to use the asterisk (*) wildcard both before and after the entry. This ensures we get the full production run) We want to compare all batches in this campaign, so we will leave all batches checked under the “Unique ID”.

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Standard Reports Available (080 – Duration Comparison)

NOTE: From this view, we can see both a bar chart view of batch duration as well as a table of raw data. Notice that the early batches 1 & 2 (green & blue bars) took longer to execute and the stopped batch 5 (yellow bar) shows a short duration. This gives the user a good overview of cycle time.

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Standard Reports Available (090 – Batch Exceptions)

Let’s examine the 090-Batch Exceptions… The “Batch Exception” report displays all batches in range with: •Abnormal State Changes – These states include Held, Stopped, Aborted, and/or Paused. •Alarms & Events – The web based reports can be linked to the standard FactoryTalk Alarms & Events database table in SQL server. The FTAE “Alarm Class” field of the report is used to associate a specific alarm/event with a batch unit name. Simply add the batch unit name to this alarm/event field and all alarms/events triggered during the batch unit execution will be reported. •Batch Failures – Includes all FactoryTalk Batch configured alarms.

•Out Of Tolerance – Includes a list of all Setpoint vs. Actual comparisons identified as out of tolerance. The “out-of-tolerance” flag is a report register set by the control system during execution of the phase based on coded conditions, not batch server interpretation. This ensures maximum flexibility in determining the out-of-tolerance state.

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Standard Reports Available (090 – Batch Exceptions)

NOTE: From this view, we can see each of the four sections defined above. Each section can contain multiple lines. Each line represents a unique batch. The wording “No Data Available” will be shown when no batches meet the search criteria

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Batch Analysis Capabilities

FactoryTalk Batch Interface EVT Interface to support FactoryTalk Batch

Including eProcedure and Material Manager

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– Correlate real-time and historical process trends to batch execution – Enable production and event-driven queries

– Process value comparison & cycle time analysis – See real-time execution of the batch in Gantt chart format – Allows for advanced batch-to-batch and golden-batch

comparisons Batch Search

Results Table

Gantt Chart

Batch Trend(s)

Use Batch Analysis to Improve the Process

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FactoryTalk Historian Search Capability

Compare batch execution – Base-lined or Time-lined

Compare against assigned “Golden Batch” characteristics

Compare batch step execution – Procedure, UP, Operation,

phase

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Conclusion: We can Improve Operations Productivity

We can help predict the changes in the recipe and process that need to be made to achieve the same end product.

We can allow process to make decisions based on business rules

We can provide personnel data to make decisions the control system is not setup for.

The information pertinent to the production of a batch could be captured an correlated to the various quality points.

Better decisions could be made to improve the overall quality of the final product.

82

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Questions

Name – John Párraga Title – Product Manager Date – 5-6 November, 2012

Process Procedure Sequencing