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IIoT For Engineers - 2018 05
IIoT For Engineers - 2018 05
IIoT For Engineers - 2018 05
Inside:
Data cleansing, visualization,
and contextualization p3
Humans analyze, interpret,
present, and evaluate p7
Drive results with operational
information p10
On the front lines of cloud-
based disruption p12
replace a battery. 40
YEAR
OPERATING
LIFE *
EDITORIAL
FEATURES
12
www.controleng.com/IIoT IIoT For Engineers MAY 2018 | 1
PRODUCTIVITY & BEST PRACTICES: EDITOR’S COLUMN
Kevin Parker
Senior Contributing Editor
D
avid Mindell is CEO and co-founder of Humat- “The headlamps need robustness, for dealing with things
ics, a company changing the ways people and like snow or fog. The streetlight gives you a location fix.”
machines locate, navigate, and collaborate. His More generally, as Mindell explains in a video available
company is among those enabling greater use of robots on YouTube, the highest level of automation doesn’t
in industrial environments. strive for autonomy. It seeks something more complex
Mindell is also an MIT professor of aeronautics and and difficult, but that delivers greater financial and
astronautics, and of the history of engineering and social benefits. It might be thought of, Mindell said, as a
manufacturing. He’s author of five books, including wrapper of human intentionality.
Our Robots, Ourselves: Robotics and the Myths of The question, then, isn’t really whether some robot
Autonomy. Besides being an electri- will take it upon itself to run amok.
cal engineer, he has a Yale literature Rather, what were the intentions and
‘
degree, which no doubt contributes desires of those who infused what
to the excellent quality of his prose. Microlocation is a intentions and desires into the robot?
It must also be mentioned that he’s
been involved in more than 25 oceano- substrate for greater Myth list
’
graphic expeditions. In any case, a lot of engineering
“The myths of autonomy” alludes
collaboration. systems are launched with the idea of
to the fact that, whether for a human full autonomy in mind, Mindell noted,
or machine, autonomy is never fully but somewhere in the movement from
achieved. We are all always interacting with an environ- lab to field a mix is come upon.
ment. Therefore, in industrial environments and in all “Automation transforms human interaction but
of life really, “microlocation is the substrate for greater doesn’t eliminate it,” Mindell said. “It’s possible to trace
collaboration,” said Mindell. For, as all of us have discov- any network, or see any computer programming task, as
ered at one time or another, we’re not as sure of where the placing of human intention, human design, and hu-
everything is as we often assume. man viewpoints for storage and later execution.”
The most sophisticated autonomous machines are de-
Microlocations in millimeters veloped for extreme environments, and in his book, Min-
For a robot coming up to a workstation, millimeter dell examines their use in deep ocean, high atmosphere,
precision as to location may be needed, with point- and outer space, to see what they can tell us about how
to-point measuring capability using radio-frequency we’ll interact with cars and in daily life in the future.
technology. That ability is part of Humatics’ intellectual
property. One scale up is centimeter precision, and the Bring rigor to thought
one above that is equivalent to that of a GPS, where six- Another author graces this edition of IIoT for Engineers.
meter precision is possible at best. Jeff Kavanaugh is a senior partner at Infosys. He is also an
“Software brings the levels together,” Mindell said. adjunct professor at the University of Texas at Dallas. His
“so that the machine jumps from one level to another, book Consulting Essentials was published in April.
going to the source of the best scale at the time, which It’s important that human thought, even in an era of com-
always involves multiple sensors and an algorithm that puterization, have sufficient rigor. To improve critical thinking,
makes the judgement.” anyone can follow the same four-step process Kavanaugh
Mindell suggested the location task is like driving a car said the world’s top consultant’s use to manage their proj-
under different road and weather conditions. ects. To learn more, read his article found on page 10. IIoT
By Michael Risse collected in tabular form. Originally Process manufacturing and moni-
meant for accounting and finance, toring systems produce massive data
P
rocess industry firms have spreadsheets were never a great amounts that collectively characterize
collected manufacturing match for large volumes of time- process conditions, operation/product
data for decades. With each series data. They did, however, allow flows, and equipment condition. Data
step-change advance in hardware and software-enabled formula building, related to control systems are gener-
software, organizations generate and as well as calculations across mul- ated in varying forms. The general ap-
collect more data, characterizing pro- tiple sheets. proach is to assemble all data related
cess conditions, supply-chain metrics, Therefore, engineers adopted to an investigation into a spreadsheet,
and other production aspects. spreadsheets for data analytics and then do the analysis. The sheer
Nevertheless, companies struggle projects, resulting in labor- and volume of collected data from mul-
to convert data volumes into useful time-intensive processes. In addition, tiple sources quickly erodes capabili-
information and insights. They do using spreadsheets, results sharing ties to conduct effective analyses.
so to improve reliability, safety, and and collaboration with others was Before doing analytics, data
profitability of process units, plants, difficult. As companies amassed must be sorted and cleansed, and
and businesses. But as data volumes more data, they struggled to find the number of data points in the
grow, the challenges intensify. efficient ways to share data-driven spreadsheet reduced. Instrumenta-
An industrial revolution, driven by insights within the organization. tion signals are reformatted to fit the
the Industrial Internet of Things (IIoT), spreadsheet column/rows paradigm,
is unfolding based on advanced com- Volumes of data as illustrated in Figure 1. The stated
puterization, sensor proliferation, and Advanced analytics software is the limit for Microsoft Excel spreadsheet
wireless technologies—dramatically means to overcome these challenges is about one million rows. A com-
expanding data types and volumes to and barriers. To understand these mon process-system sensor sampling
store and analyze. advances, let’s look at four spread- frequency is once per minute, which
Historically, process manufacturers sheet limitations, and how each is equates to a half million rows in Excel
use spreadsheets to organize data addressed by analytics solutions. per year. If the sampling frequency is
Figure 1: Time is a key element when evaluating process data, signal readings must often be reformatted to align information signal
readings for use in spreadsheets. All graphics courtesy Seeq Corp.
Figure 2: Identifying and sharing data-driven insights derived from spreadsheet analysis is a labor- and time-intensive process.
once every 30 seconds, or if the user location. Remote databases and users they can be difficult to remember and
wants to review two years of data, further complicate the task of getting share with colleagues.
then it is impossible to look at all the the proper data to users. For instance, in a monthly unit
data in proper resolution. Once the relevant data is assembled report or a quarterly emissions assess-
In addition, files that stretch the in a spreadsheet, how do users find ment, the data must be re-queried,
limits of spreadsheet capacity will data-driven insights? Engineers are and any manual elements must be re-
experience performance issues. most interested in how data behaves produced or automated with macros.
Layering in multiple sets of data and over time and in relation to other sys- If the analysis is done infrequently, or
calculations, having numerous large tem elements. For example, tempera- by a different person, then it can take
files open at once, and linking to ture, pressure, feedstock quality, and significant time to learn or re-learn the
other applications and macros hinder conversion rate all traverse time and spreadsheet data machinations. Some
spreadsheet usability. All these capa- have processing relationships. teams have separate documentation
bilities are commonly required by an As in any analysis, the user must to describe workflows, but the lack
engineer’s or scientist’s process data first identify the process points of high of transparency in developing macros
workflow. With spreadsheets, users interest, such as optimum steady-state hinders reproduction of any analysis.
must make concessions on the type conditions, critical-equipment vibra-
and sampling of data segments. tion trends, shutdowns, emissions Limited collaboration, reporting
events, and other parameters. Time is Once large data sets are sorted and
Data isolation a factor for each. Engineers analyze sifted, how are data-driven insights
While related to volume limits, data aggregated across shifts, weeks, shared and distributed? Limited capa-
data isolation is a separate issue. For months, or years to identify trends bilities for extracting information from
example, each time a team mem- and root causes. a spreadsheet analysis and sharing it
ber accesses process data, they first To do this in a spreadsheet, users are available, but calculation opac-
download it into a separate and sort columns and rows to identify data ity makes collaboration and results
duplicative file. This is a one-time points to consider. This sorting/cleans- reproduction difficult. Also, for size
snapshot extraction. If the data ing is done systematically with spread- and simplicity reasons, typically what
changes or updates, then the query sheet functions, but 70% of the top is shared is a picture of the analysis,
must be redone. This can have rami- 10 most-used functions Microsoft lists rather than the spreadsheet itself.
fications for subsequent calculations, for Excel are for data-wrangling and Further, due to data isolation and
cleansing, and insights. Large files are not data analytics, which is where dense manipulation limitations, work
difficult to share across an organiza- value is delivered. done using spreadsheets must be
tion and keep in sync, especially if Data manipulation comprises centrally accessible and rigorously
multiple users are viewing the same from 50% to 90% of the time spent maintained. This becomes difficult
data sets and sources. developing spreadsheet applications, once results are transferred into
Given IIoT and cloud, creation of as illustrated in Figure 2. Spreadsheet another form for distribution. Report-
more and larger databases is a con- algorithms can sort and slice data, ing and sharing often consists of copy
tinuing trend. In addition, not all the but data manipulations/calculations and paste efforts, or an insertion/link/
data, databases, and users are in one approaches are not transparent, and query/re-query (file crash) workflow.
A quick review showed that Matt onerous. During the project, Matt The case history illustrates chal-
used most his time to clean up, sort, was promoted to a new position, lenges faced when analyzing process
sift, copy, and paste data of interest and a new engineer took over this data using spreadsheets. Despite all
into spreadsheets. He spent relatively task. Differences in data preparation their efforts, the process operations
little time on the actual analysis of methods between the two process group and energy management team
the proposed operational changes, engineers introduced result discrep- were continuously redoing the same
although this task was still quite ancies. steps to wrangle data. The problem
was not lack of data, and it usually
isn’t in any industrial facility. Rather,
| PC11-48USA |
By Alex Desselle based software allows data acquired Maintenance professionals want
from handheld tools or wireless sen- this Facebook for equipment so as
M
ost often, for change to sors to be aggregated automatically to execute predictive maintenance
occur, disruption precedes in one place. The data is used for strategies based on measurements
it. This is certainly true comparison and analysis. This simple taken related to asset health. The
of the Industrial Internet of Thing’s step revolutionizes how plants and asset management function can
(IIoT) impact on the maintenance other facilities perform maintenance. then anticipate when to perform
function. This is a direct result of increasing maintenance. Generally, technicians
Until recently, this ongoing indus- IIoT usage and popularity. expect to see measurements from
trial revolution primarily impacted What end users want is a kind of supervisory control and data acquisi-
operations personnel. However, as “Facebook” for their assets, and an tion (SCADA), stand-alone tools, and
cloud-based technologies become application that displays and orga- semi-fixed or fixed sensors.
more cost-effective, maintenance nizes by asset. Instead of tracking Launching this kind of functionality
teams are turning to the cloud to friends, personnel see an organized or capability can lead to earthquake-
help them work smarter, includ- display of assets and audit trails like disruptive change. One way this
ing when it comes to implementing for them. At end of day, what’s type of earthquake occurs is based on
predictive strategies. revealed is all that has transpired in rising tensions between alternative
The days of taking measurements regard to an asset during its time in views of the future. Instead of two tec-
with a handheld meter, recording the the facility. tonic plates rubbing against each other,
data on a clipboard, and, at the end
of the day, entering the results into a
database are almost over.
Users are long familiar with accu-
rate, durable handheld devices. For
the foreseeable future, maintenance
teams will need these tools to per-
form route-based testing and root-
cause analysis on assets. However,
with IIoT advances, these virtually
indispensable tools, as well as other
emergent technologies, will be used
in smarter ways.
Functional transition
In 2014, Fluke launched Fluke
Connect (FC) and entered the realm
of software-as-a-service (SaaS). Using The Accelix suite of solutions meets maintenance professionals where they are in their
a Wi-Fi or cellular connection, cloud- maintenance journeys. All images courtesy: Fluke Digital Systems
two different conceptions of the future is accurate data, filed away based Because of this, Fluke purchased
grate, one against the other. on each asset, as required for good eMaint, a CMMS provider, and later
At Fluke, two views were relevant decision support. SCHAD, which integrates data to
to future product development. One enterprise asset management (EAM)
view was that the company should Software centricity and CMMS systems, as well as
focus on its core hardware strength. To be a software-centric company, providing a mobile interface. Fluke
The competing view was that the more was needed. The resulting also entered the realm of fixed and
company should, while making best solutions were aimed at supporting semi-fixed sensor manufacturing
use of its hardware expertise and maintenance personnel, not replac- with solutions that feed data into an
capabilities, envision a software op- ing them, by allowing them to work integrated system. This new software
tion. Tension existed between these smarter, quicker, and more effec- and sensor business unit became the
two viewpoints, and questions arose tively. The goal was and continues to Accelix ecosystem.
over which strategy was best. be making preventive and predictive The solution suite stores and clas-
Today, tools wirelessly connect maintenance easier. sifies data based on assets, and inte-
to the cloud, so technicians never Many handheld device users also grates data from sensors and hand-
need to write anything down. Other have computerized maintenance held tools into any existing CMMS
functionality organizes and displays management systems (CMMS) in or EAM system. However, what if
measurements for the maintenance their facilities. Companies engaged a maintenance manager has differ-
team by asset. Maintenance and in maintaining motors, pumps, or ent software for different tools and
plant managers can see which as- other widely utilized assets often systems already: perhaps a thermal
sets are operating within specifica- have a CMMS or work-order man- imager or power quality sensor? Each
tions and which are not. agement system. In transitioning to application involves different soft-
Moreover, the entire maintenance an IIoT-enabled world, maintenance ware applications. There are many
team needs to know the health of managers or planners comfortable brands of CMMS or EAM. How can a
the assets it’s responsible for. With with their current applications envi- manager or scheduler access all the
a mobile application and hand tool, ronment may object to a changing data they need all in one place?
this is eminently doable. Data also paradigm and want to continue to The ecosystem already is compat-
can be periodically uploaded to a use the existing work-order manage- ible with all the tools and sensors.
conveniently located PC. The result ment system to store data. It is compatible with thermal imag-
ers, vibration sensors, and insula-
tion testers. It is compatible with a
CMMS from Accelix or with SCHAD
integration. In fact, the system can
be compatible with any EAM or
CMMS; with third-party tools and
sensors; with assets with built-in sen-
sors; and with control/management
systems, such as SCADA, building
management, and other control and
operations systems. All this data can
be accessed from a PC or with a con-
nected smart device.
Simplifying maintenance
planning
The addition of a sensor- and
Figure 2. Vibration.jpg Cloud-connected handheld tools and semi-fixed and fixed sensors software-focused suite of solutions
can simplify data collection. allows maintenance professionals
Better Collaboration
Means Better
Asset Management
www.emerson.com/CollaborationSoftware
THE TECHNOLOGY MANAGER
By Jeff Kavanaugh their discipline. In a world where infi- the goal is to make connections
nite data is instantly available, critical between ideas and convert them to
A
s an engineer, your techni- thinking and the ability to learn actionable insights.
cal skills are likely already quickly are the long-term competitive Frameworks and mental models
finely honed. Yet, it may be differentiators. are great tools to evaluate abstract
that colleagues with weaker technical ideas and translate them to the real
skills are getting ahead faster. How to improve critical thinking world. Since most business problems
What’s going on? The truth is, To improve critical thinking, follow are complicated and too complex to
even in the world of engineering, the same four-step process many of be comprehended in their entirety, a
technical skills are only part of the the world’s top consultants follow: model contains only those features
answer. As important are profes- analyze the most relevant data, that are of primary importance to the
sional skills: the ability to identify interpret that data to create action- purpose at hand. Think of frame-
and overcome business challenges able solutions, present the find- works as mental scaffolding to guide
with the same acumen used to solve ings in a compelling manner, and thinking while allowing flexibility to
technical ones. thoughtfully evaluate the success of solve problems based on actual data,
In other words, to increase your the solutions involved. not a rote formula that may not ap-
impact and grow your career, ply to the situation at hand.
develop critical thinking skills. We 1. Analysis: When faced with an
all have heard about critical think- actual problem to solve, too many 3. Presentation: Once the data
ing, vaguely remember covering it professionals fall victim to analysis is analyzed and interpreted, it’s time
in college, and often downplay it paralysis. With all the data available to present the findings. But the work
as simply common sense. However, today, information gathering can go of critical thinking isn’t done yet.
there is much more to it. on forever, extending to cranking Time is the most precious com-
through formulas and formatting modity for executives, so present
What is critical thinking? reports and dashboards. How many the results so that they anticipate
The world is awash in data. There’s times have you heard, “we haven’t and answer the reader’s most likely
too much to analyze, too little time analyzed all the data yet…”? questions, in a sequence that sup-
to accomplish goals, and too many Instead, as a professional, the ini- ports a natural storyline. This means
pressing problems that need immedi- tial task is to identify and frame the straddling the world of summary
ate attention. real problem. Scan available data, and detail, giving readers the answer
Critical thinking is a process by develop an initial hypothesis, then up-front and then supporting with
which anyone can consistently and use that to guide a narrower, deeper the detail needed. Remember, think
accurately solve problems by seeing collection of relevant data. Prioritize deductively (in sequence), but com-
the world more clearly than others what’s needed through the lens of municate inductively (answer first,
and envisioning solutions others do that initial hypothesis and test it for then support with details).
not. Of course, critical thinking isn’t validity. If it holds, double down on A great approach to structuring
limited to technical problems. that path of reasoning. If not, revec- an individual output is the Pyramid
The most successful profession- tor and try again. Principle. It starts with situational
als tend to be the people with the context, describes complicating fac-
best critical thinking skills. They look 2. Interpretation: Once the rel- tors, and then formulates overarch-
beyond the rote facts and figures of evant data is identified and collected, ing questions and sub-questions to
By David Stonehouse your operations? Where are you if analytics technologies work almost as
the goal is to deploy analytics, but no a data-scientist-in-a-box to structure
T
he value of industrial ana- defined strategy is in place? data at the start. Non-data specialists
lytics is in the results they Fortunately, implementing analytics can access, manipulate, and analyze
deliver. For a brewery, ana- doesn’t have to be a mysterious or over- the data. This “self-service” analytics
lytics use delivered a 60% throughput whelming task. Those that have already approach allows almost any worker to
boost. For a pet food producer, it made the journey can provide key les- use data to solve various issues.
resulted in more than $800,000 in sons for how and where to begin. Data: Identify the data wanted and
annual energy-cost savings. For a cos- where it will come from. Some of it
metics plant, it meant a 90% reduc- What you need may come from sources not directly
tion in line stoppages. Industrial analytics is built around accessible to you. But most of it will
Without a doubt, the ability to col- four core elements: come from the set of connected
lect raw data and turn it into useful People: Data scientists are vital to technologies known as the Indus-
information for workers is essential to deploying analytics. Everyday use of trial Internet of Things (IIoT). These
staying competitive. But what if you’re analytics, however, should not hinge technologies can include device-level
unsure of how to bring analytics to on these specialized workers. Today, components can sensors, gateways,
Analytics software can and should do much more than contextualize data. All graphics courtesy: Rockwell Automation
Analytics from industrial connected technologies can include device-level components like sensors, actuators, and drives; machine- or
line-level components like controllers; and enterprise-level components like software systems.
Microsoft
Amazon Web
Azure
Services
IBM
Other Cloud BLUEMIX
Services
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