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MACHINE DESIGNS FOR PACKAGING DESIGN GUIDE
The design of machinery for use in the packaging has evolved with
consumer demands. Today, motion systems abound in bagging, sealing,
cartoning, and various other equipment types. Assembly and control
subtypes abound to offer various levels of flexibility and reconfigurability.
▼
In this exclusive Design Guide, the editors of Design World outline an
array of packaging machine applications and motion solutions — including
electric motors, pneumatics, linear assemblies, controls, sensors, and
networking elements.
▼
LISA EITEL
TABLE OF CONTENTS
Executive editor
Blister packaging of pharmaceuticals can require flexible machine routines to accommodate varied product quantities, sizes, and formats.
Image: Itsanan Sampuntarat
P
ackaging machinery uses cutting-edge automation, • Fitted with HMIs (to let operators feed high-level
and it’s no wonder. Facilities that parcel products need operational data into machines as needed)
to deliver high throughput, but modern consumers • Based on components that satisfy the efficiency, safety,
demand smart packaging in the form of no-fuss and networking standards of multiple regions.
containers that protect everything from M&Ms to patio
furniture. What’s more, there’s a continuous drive to customize At the core of all these sophisticated elements are motion-
packages and let consumer-facing companies wrap products for control and power-transmission mainstays. Most all packaging
bulk distribution, single-item sales, and everything in between. machines include mechanical frame and power-transmission
elements (including linear motion drives and guides); motors and
To satisfy these design objectives, packaging machinery over drives; and motion controllers not unlike those used for the last
the last decade has become increasingly adaptive. That’s been 40 years in mechanizing and automating equipment. However,
evident in a range of motion components and fully integrated the accuracies and other performance characteristics of these
designs at recent Pack Expo events. More specifically, the machines’ power-transmission elements have steadily evolved
newest adaptive machines are: and improved to complement the latest servomotor offerings
• Modular (so they can be reprogrammed if not physically (synchronous ac and otherwise) as well as increasingly advanced
reconfigured on the fly) electronic control capabilities.
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
First things first: Packaging in context
Servo motors come equipped with a batteryless absolute position encoder as standard, making it possible to configure
absolute position systems without the use of batteries or any other options. Image: Mitsubishi Electric
Though the accuracy and repeatability requirements of In many cases, next-generation machines capable of assembling
packaging equipment can be more modest than those for retail-ready displays must also incorporate sensors and
medical or semiconductor manufacture, the need for throughput networking fast enough to log dozens of mixed stock keeping
is unrivalled — with many machines processing thousands of units (SKU product codes) per minute.
items per minute. Accompanying this need for high output is a
need for reliability and consistency. That’s true whether discrete
Packaging engineers are facing increased pressure to address
product pieces are of some consistent mass or (in the case of
the environmental issues caused by traditional containers.
filling and packing) variable. Image: Tanteckken
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
First things first: Packaging in context
Servo amplifiers detect signs of machine failure and mechanical
component deterioration by monitoring the operation status using CONSIDERING THE CONVEYORS OF
Mitsubishi Electric’s Maisart® AI technology. Image: Mitsubishi Electric
PACKAGING APPLICATIONS
Just about any product made of metal, food, cosmetics,
medical supplies, plastics, or boxes moves on a conveyor during
manufacture. No wonder that conveyors come in all shapes and
sizes — from belt widths of less than 2 in. (for moving extremely
small parts) to several feet wide for transferring bulk substances.
In many cases, even the OEMs who build such cartoner Specially shaped motor-driven pulleys engage (with tension-
packaging machines benefit from the automation and reduced maintained friction) the conveyor belt and make it (and any
mechanical part counts of servodrive-based equipment. product riding on it) advance. Benefits of this design include
simplicity and cost-effectiveness; thinness of conveyance
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
First things first: Packaging in context
medium for easier transfers off and onto the conveyor-belt ends Modular linear transport systems are not designed to replace
even for very small objects; the ability to withstand a wide range other conveying systems. However, traceability with the system
of temperatures; and customizable surfaces — for easy release of can reduce the scans required for each piece through an
baked confections, for example. operation. Because movers are mapped as individual servo
axes, controls never lose track of items being transported. Such
In other instances, conveyors consist of a series of both traceability in traditional architectures can require innumerable
unpowered and powered cylindrical rollers. These roller-based scanners ... so the component and labor reductions of intelligent
conveyors work best for transporting flat-bottomed objects such transport systems are worthwhile in some cases.
as carboard boxes or molded part pucks.
Other options for conveyance of specialty goods are two-axis air-
Simple conveyors with only unpowered rollers work as manual bearing stages and planar motors. Air-bearing stages suspend
conveyors (to let personnel push items along the low-friction the carried load on a cushion of air and for motion rely on
conveying surface) or gravity conveyors which incorporate linear motors— often with an ironless forcer design for smooth
downward slopes — often as diverting-conveyor offramps to actuation. Driving is typically centered near the center of mass
feed items to their final workplace or collection destinations. to maximize the straightness and minimize the angular errors of
Here a competitive conveyor option is the ball-table conveyor each motion. In contrast, planar motors use the electromagnetic
— studded with freewheeling spherical rollers to let conveyed behavior of its motors for both the movement and suspension
product freely glide along. The motorized rollers on roller-based of loads … which is why they’re occasionally called magnetic
conveyors can either couple to a gearmotor on the conveyor levitation or maglev stages. Some such systems levitate the
flank or directly integrate motors called drum motors inside their magnetic movers with six degrees of motion up to 5 mm above
cylindrical bodies — in turn usually made of steel or (if intended planar motor tiles.
for washdown settings) stainless steel.
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
First things first: Packaging in context
Several motion-component suppliers have over the last 15 onsite along with post-industrial recyclables from captive
years purchased or developed software to let packaging-plant manufacturing processes can serve as an alternative. These
management and ERP-level data dictate what happens on factory are less expensive, less contaminated, and take less energy
floors. Others have established partnerships with Cisco and similar (for transport, cleaning, sorting, and reforming) than virgin
companies to offer these functions to OEMs and end users. Much materials and other alternatives to transform into new
of the integration here uses Ethernet to connect to IT data for packaging. Captured ocean-bound plastics and salvaged
IT/OT convergence — relevant to many industries but particularly polyethylene terephthalate (PET) as well as high-density
beneficial to packaging for the regulation of output to better meet polyethylene (HDPE) are other valuable sources for packaging
demand … as well as product safety through tracking. that is made by blow and injection molding.
SUSTAINABILITY — A GROWING
CONCERN AND NEED
A majority of U.S. consumers cite sustainability as a selling point
for packaged goods. Packaging engineers have in fact begun to
apply bioplastics as well as compostable, biodegradable, and
other plant-based materials such as polylactic acid (PLA) films,
hemp, recycled wood products, and even cotton in their designs.
But a truly sustainable packaging industry must someday address
plastic waste (in part with effective recycling accountability) and
minimize the carbon emissions associated with its activities. Few
municipalities in the U.S. have functioning recycling programs,
and plastic waste in natural settings continues to proliferate.
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CARTON MAKING AND
PACKING OPERATIONS
In contrast with off-the-shelf pneumatic or electric finger grippers, custom automated end-of-arm tooling can optimize carton making
and packing functions. Image: Sorapol Ujjin
C
arton making and case packing are key operations Major manufacturers of facial tissues, napkins, paper towels,
in packaging facilities. Both rely on extremely and toilet paper typically carton these products in lanes — with
fast motion systems with dozens of mechanically a given case packer station preceded by a lane changer to
and programmatically linked axes for sufficient service one lane at a time. Depending on the tissue product at
throughput to satisfy the demands of a global hand, the lane-change actuators in these stations might need to
market. Case packing in particular is a common bottleneck. make strokes to a few feet long. Servomotors paired with linear
Typically, cartoners are installed at the ends of production mechanical drives are increasingly common here.
lines, and then complementary pack stations fill the completed
cardboard boxes with packaged consumer products. The Consider the specific function of flap kickers — the automated
speediest facilities can erect, orient, transport, fill, tape, and fingers that fold a carton’s endflaps open at precisely the correct
label several hundred cartons per minute. time to allow other automated systems to load product into the
carton sans issue. Here, the servomotor designs just mentioned
The conveyors involved in these functions are often quite along with linear guides, carefully selected brake and clutch
customized — essentially built from scratch as engineering components, and motion programming (derived from modeling
“white-sheet” designs. Here, both pneumatic and servomotor- and simulation) yield a sufficiently fast design that also maximizes
based systems are common. However, carton packing involving efficiency. Flap-kicker speeds depend on the size of the carton
wrapped food products increasingly employ motors fitted (and flaps) currently being erected, so arriving at the proper
with rotary-to-linear mechanical drives (screws) of one type or servomotor sizes for this application is relatively straightforward.
another. That’s in part because motors wear far less quickly than However, case packing is decidedly more complex, as an
pneumatics and (perhaps surprisingly) even these cartoning increasing number of operations require the handling of mixed
stations can require washdown. SKUs in a given batch.
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
Carton making and packing operations
AUTOMATING CASE PACKING IN THE FIELD Quintessential packing operations also benefit. Where these
robots and cartesian arrangements tend industry-standardized
In contrast with tough grains, field crops, and row crops that tray formers, they supply corrugated cardboard from a pallet
can withstand tumbling and dumping into industrial-sized bulk stack — moving from dock to machine at several meters per
containers without bruising or other damage, horticultural crops second in some cases. The cartesian variations often assume
(including fruits and vegetables) require more delicate handling. gantry-type morphologies for space savings, minimized
Recent innovations in automated machine design have made this maintenance, and long travel lengths (to many dozens of feet)
possible. Such automation is particularly justified for horticultural of multiple carriages. Automated tray-former tending also
foods that fetch high prices. No wonder that automated planting, serves to reduce incidences of back sprain in plant personnel,
weeding, and harvesting have become increasingly common … as cardboard can be surprisingly heavy. Sensing arrays and
along with automated farm packing tasks. functional safety capabilities detect when personnel are present,
and motion should cease; that’s essential to protect works from
Today, the majority of horticultural farm packing operations are harm and to allow manual overrides … as when unusual or low-
still done manually, with many handoffs of a given piece of fruit or quantity units need processing by the tray former.
vegetable along its journey from field to grocer. However, motion
systems based on six-axis robot and cartesian linear-actuator Articulated six-axis robots handle large payloads and (with
arrangements (especially with rack-and-pinion, belt, linear motor, automatic program and gripper swaps) execute a variety of
and screw driven actuation) are seeing increased adoption. These functions, though can be costly and (if not traveling a seventh-
leverage sensing arrays and crop-specific grippers to separate axis track) limited in physical reach. They can also require
nested boxes; collect fruit and vegetable items; place them in specialty programming and a lot of plant floorspace to allow for
cartons and trays; and stack the containers for transport. sufficient safety fencing.
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
Carton making and packing operations
The FR-E800 built-in PLC enables easy “point-to-point” position control without encoders or other
hardware, and the built-in multi-protocol enables easy switching between communication networks.
Achieve predictive and preventative maintenance with internal AI technology for intelligent drive
monitoring and diagnostics. Image: Mitsubishi Electric
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
Carton making and packing operations
Linear actuation is heavily used for material-handling tasks in packaging applications. Image: Baloncici
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
Carton making and packing operations
ADDITIONAL READING
What is a motor control center (MCC)?
Repackaging products into variety packs is most common for canned beverages.
That’s why the new KHS repacker has been designed so that cans can be placed
loose on trays. (Sources: KHS Group and Jan Schwerdtfeger)
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Filling in
packaging
operations
P
ower-transmission and motion-control components
abound in packing-industry liquid and gel-filling
machines. In fact, the motion systems built of such
components serve to control, orient, organize and
otherwise guide containers; shuttle them through
filling carousels or linear stations; synchronize them with fill-
head arrays that dispense the liquid product; and transport
them onward to capping, sealing, and labeling cells. One of
the primary tasks of such systems is to coordinate the motion
of said containers with the filling rate so that each unit receives
a precisely controlled volume of product — typically to within
a half percent or better of the target volume. Complicating
Shown here is an array of stainless-steel nozzles for high-throughput Bottle filling applications in the food and beverage industry are as
bottle filling. Image: Surasak Petchang varied as the substances involved. Shown here is an olive-oil filling
operation in Spain.
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
Filling in packaging operations
THE SPECIAL CASE OF FORM-FILL-SEAL (FFS) Bulk goods packed by FFS machines include grains and rice, nuts,
MACHINES animal feed and pet foods, tobacco, powdered chemicals, flours
and sugars, snack mixes, crafting glitter and confetti, and shipping
So far, we’ve considered the filling of bottles, cans, and pouches materials. Discrete goods packed by FFS machines include
(or tubes) with liquid. But what of powders, granule products, and electronics, toys, stationery, small medical devices, candies and
even discrete products such as cookies that are flowed into their cookies, teabags, and loose pills and capsules. Advanced motion
respective packaging types? Here, vertical and horizonal form- controllers, programming, and HMIs let operators process a variety
fill-seal or FFS machines such as four-side sealers, edge sealers of items on a given line; predefined recipes speed changeovers.
and sachet makers, pillow-pack makers, and flow wrappers are
commonly put to use. These packing machines feature a spool Though beyond the scope of this Design Guide, it’s worth noting
(web) of unwelded wrapping material that flows through a circuit to that some FFS machines take the form of blow-fill-seal machines to
be partially sealed, merge with discretely dispensed product being package liquids in bottles and vials much like the FFS packaging of
packaged, and then sealed. dry goods and products just described.
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PICK-AND-PLACE
FUNCTIONS IN
PACKAGING
OPERATIONS
Pick-and-place operations are core to automated packaging of delicate foodstuffs. Image: Dashark
P
ick and place in the context of machines for packing
typically involves the handling of discrete products
(from the size of a cookie to the size of a sports-
drink skid) by fixed cartesian arrangements, delta
robots, or SCARA robotic arms. In fact, pick-and-
place operations are excellent candidates for automation,
as the work (if done manually) tends to be quite dull and
monotonous and therefore prone to error.
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
Pick-and-place functions in packaging operations
Mitsubishi Electric’s
Kinematic Library allows
for easy implementation
of 2 Degree of Freedom
Parallel Link arms
in a Compact PLC.
We’ve made it easy to
implement this pick &
place mechanism into
your packaging machine.
Image: Mitsubishi Electric
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
Pick-and-place functions in packaging operations
MR-J5 EtherCAT-compatible amplifiers support Fail Safe over EtherCAT (FSoE) for increased safety,
performance, and reliability. Image: Mitsubishi Electric
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LABEL PRINTING AND SCANNING
IN PACKAGING OPERATIONS
Automated labeling machine image: Baloncici
O
ne of the most common forms of labeling in Sizing motion components for this application often requires
the packaging industry involves affixing self- separate consideration of the label-web feed axle (axis), take-up
adhesive branding and designation stickers to web-tensioning reel, and spent web backing axle (axis). The
discrete end units off a spool off said stickers. forces and speeds as well as the continually changing spool
Though the applications for food and beverage geometries and inertias are primary considerations.
products are most visible, this type of labeling is used in the
pharmaceutical, petrochemical, electronics, and home
goods industries as well.
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STRETCH WRAPPING
IN PACKAGING OPERATIONS
Shown here is a shrink-wrapping station for the packing of beverage bottles. Image: Dedmityay
S
tretch wrapping is essential to bundling a wide array ELIMINATING DISTORTION AND CREASING IN
of goods into transportable and salable units. Such SHRINK FILM
packing also serves to protect the discrete items in the
pack … and simplify distribution. Where consumers One leading brand among carbonated natural spring waters is
will see the shrink wrapping, it must be especially Badoit, a bottler from Saint-Galmier in the Département de la
attractive and rugged. In fact, stretch wrapping (thanks to its Loire, southwest of Lyon in France. Quality packaging is key to
effectiveness and relative simplicity) has over the last 10 years the brand’s reputation. The mineral water plant has therefore
become the leading choice for unitized goods distribution. opted for bottles with a long, elegant neck — a unique feature
on the French market.
Of course, some production warehouses employ partially
automated approaches. Here, workers affix film to bundle The unusual bottle shape is key to brand recognition, but a
being wrapped and then reach or walk around said bundle challenge for the shrink packers used by the water bottler. In the
multiple times with a wrap bar. Elsewhere, a bundle might be past, multipacks often had creases in the film, and the print was
manually placed onto a rotating turntable so that an machine distorted … or the packs weren’t stable enough to withstand
executes the rest of the wrapping process. In contrast, fully the logistics. Plus outmoded packaging machines were no
automated stretch-wrap operations employ conveyors to load longer considered efficient or fast enough. So Badoit’s parent
and unload bundles into and out of turntable stations that company Danone Waters launched a competition between its
apply, wrap, and cut film off a web at exceptionally high rates. individual brands and production plants to develop a packaging
Rotary and linear motion designs (including three-axis gantry machine capable of improved shrink film processing. Here, it
systems) complement the core conveyor and machine-vision was especially important that the lettering and brand logo on
systems that enable this application. the packs was neither distorted nor creased.
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
Stretch wrapping in packaging operations
Badoit and its operators benefit from fully automatic film web
control that’s easy to handle and ensures consistently high
packaging quality. This new feature trimmed material waste
even while allowing the wrapping of 37,000 bottles into packs
of six on two lanes at the existing line speed.
Shrink-wrap machine image courtesy KHS
The S-Carriage InstaThread Pre-stretch Film Carriage from Orion Packaging
Systems can help packaging facilities save up to 15% on film per load — a
Following promising tests, KHS was ultimately awarded the substantial savings to help offset the rising cost of film seen over the past
contract for the project. Under the supervision of Christian year. At the heart of the carriage design are two pre-stretched rollers. Film
travels in an S pattern around the rollers, providing over 180° of film contact
Schilling, head of the shrink tunnel development group at
to reduce slippage and neckdown. The result is a consistent pre-stretch of
KHS, the machine and systems manufacturer put together an 260% at different tensions and 1 in. less neckdown.
experienced team of design engineering experts.
The expert team’s first task was to develop new components for
Badoit’s packaging machines. The packaging specialists in Kleve
subjected all system parts to thorough testing. After several
optimization loops the improved components were integrated
into the latest generation of the KHS shrink packer. Then the
KHS team replaced an old KHS Kisters shrink packer from 1986
with the new packaging machine. Finally, engineers focused on
optimizing the system and its processes during production.
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PET bottle
manufacturing
F
or all their environmental drawbacks,
plastic bottles do in fact make modern
life easier — and are among the plastic
packaging items with the highest rates
recycling. Most of these bottles are
made of the thermoplastic known as
polyethylene terephthalate or PET because the
material is strong, impermeable, light, attractive,
and recyclable. After polymerization processing
with techniques to minimize diethylene glycol,
the goal during the molding process is to use
techniques minimizing residual acetaldehyde.
Heated PET is loaded on a parison tube mold and
then cut to length. The parison warms and enters
a bottle-shaped mold. Then a mandrel enters the
parison to blow pressurized air and stretch the PET
to the shape of the mold’s geometry. Molecular
polarization, cooling, and finished bottle ejection
follow.
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MACHINE DESIGNS FOR PACKAGING I MOTION DESIGN GUIDE
(continued)
PET bottle manufacturing
Images: Phuchit
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