Systems integrators support end user self-service

Farm, power plant and factory control systems have operated in the same way for decades, following static hard-coded automation logic. This automation logic is typically developed during an initial project development phase and is implemented by automation engineers, as it requires a highly technical skillset.

By Ketut Putra November 9, 2022
Courtesy: Koidra

 

Learning Objectives

  • Automation logic is developed and implemented in the early phases of development and needs to be handled by experts as it is a complex logic code.
  • Control system optimization can be achieved with data integration, soft sensors, low-code control and autonomous control.
  • A software-based collaboration of work and services combines modern technology with human intelligence.

System integration insights

  • Automation logic is developed and implemented in the early phases of development and needs to be handled by experts as it is a complex logic code.
  • Each automated machine has specific and unique needs that require flexibility and adaptability to remain efficient during project upgrades.
  • Converging human intelligence and technology is key to ensure accuracy and speed. Greenhouse and indoor farm-controlled environments are environment in which combining these factors shows the benefits of data integration.

Control systems for agriculture, power plants and factories have operated in the same way for decades, following static hard-coded automation logic. This automation logic is typically developed during an initial project development phase and is implemented by automation engineers, as it requires a highly technical skillset. Once operational, the automation logic remains fixed, with operators running the plants by making setpoint adjustments and other decisions.

However, effective automation is an ongoing operation problem that requires continuous improvement. Operators are the domain experts of the process flow, because they understand control strategies better than most and develop ideas for improving the automation logic.

Production companies benefit from Industrial Internet of Things (IIoT) data projects, intelligent automation and eventually autonomy; operators of factory automation are enabled by modern edge and cloud software technologies.

Automation projects require the expertise of skilled designers and engineers to create efficient and safe systems. But there are many options for system integrators (SIs) to help end users help themselves, such as by employing low-code accessibility so less technical users can program and optimize systems over time, and even add a degree of autonomy.

Four areas of control system optimization

Every end user, ranging from those that operate one automated machine up to larger companies with significant automation systems, has unique needs for monitoring and intelligent operations. Requirements often change and expand over time, but it can be challenging to execute upgrade projects after the initial capital expenditure. A more flexible automation model that users can adjust on their own is a compelling concept for many (Figure 1).

Figure 1: Koidra engages with end user clients of all types, providing products and services designed to help these users create artificial intelligence of things (AIoT) functionality by easily integrating data, creating soft sensors, implementing low-code control, and enabling autonomous control. Courtesy: Koidra

Figure 1: Koidra engages with end user clients of all types, providing products and services designed to help these users create artificial intelligence of things (AIoT) functionality by easily integrating data, creating soft sensors, implementing low-code control, and enabling autonomous control. Courtesy: Koidra

There are four common areas of end user interest for modifying, upgrading and optimizing operational control systems:

  • Data integration
  • Soft sensors
  • Low-code control
  • Autonomous control

Data integration is the most straightforward need, as users recognize they need measurable data to make traceable operational improvements. However, companies commonly use a wide variety of systems and technologies, making it difficult to integrate various data silos. IIoT projects focused on connecting with these data silos to provide monitoring and visibility, and enable analytics, are key to integrating all available source data. Direct control is not involved at this stage, but users gain the information needed to improve industrial operations.

Smart sensors, sometimes known as soft sensors or derived values, are needed for instances where direct sensors may not be installed, or when the desired measurement technology is not available. In these cases, it is often possible to use already available raw data and suitable analytics to create a “soft” sensor, where a mathematical model provides the information characteristics based on other data. These types of process parameters, derived from calculations and modelling, are often valuable for real-time monitoring and control.

Low-code control is a key method for putting automation advancements into the hands of knowledgeable operators and subject matter experts. Industrial operations always will require a degree of rigorous traditional hard-coded control for critical and safety-oriented functioning of motors, valves, actuators, and other components. However, it is often possible to elevate a large amount of supervisory control and decision-making into a low-code platform, empowering end users to make continuous improvements with available personnel, while avoiding large and costly engineering projects.

Autonomous control, where data initiates control by automatically and dynamically determining optimal operational strategies, is the ultimate goal for many users. By incrementally adding such autonomy into systems, often with machine learning (ML) algorithms, it is possible for users to gain the advantages of artificial intelligence (AI) for automating aspects of a process.

Automation can combine technology, human intelligence

Traditional automation projects, whether new installations or upgrades/expansions, typically require large capital expenditures, with design and execution by engineering and construction firms. However, with some basic skills it is possible for end users to supplement efforts with remote support from a system integrator, and perhaps some local resources, to build capable and effective IIoT and control solutions.

Some system integrators can tailor the design and development process to match client needs. An “on-boarding” application queries the end user about work requirements. Then the system integration can use work requirements and other information to ensure remote support services help guide users to install, commission, and support local instrumentation, networking, controllers, and other technologies. In addition, any bill of material or schematics required for the work order can be generated by the system automatically. This is becoming easier as wireless connectivity and industrial communications protocols improve in performance and cybersecurity, while simplifying installations.

A software-based collaboration of work and services combines modern technology with human intelligence. Aside from the obvious cost-saving benefits, it combines the accuracy and speed provided by technology and the ingenuity, judgement and dexterity provided by human workers.

Figure 2: IoT data integration and smart sensor products supplied by Koidra make it easy to consolidate data silos, expose formerly invisible metrics, and provide secure cloud-based access. Courtesy: Koidra

Figure 2: IoT data integration and smart sensor products supplied by Koidra make it easy to consolidate data silos, expose formerly invisible metrics, and provide secure cloud-based access. Courtesy: Koidra

Homegrown automation

Greenhouse and indoor farm-controlled environment agriculture (CEA) automation provides a good example of applying data integration, soft sensors, low-code control and autonomous control by combining technology with human intelligence. Conventional CEA requires many integrated systems for irrigation, environmental sensors, lighting, and more—controlled manually or by different operating systems. These systems, and the resulting data silos, make it difficult to understand correlating patterns present in growing, limiting grower decision-making for maximizing crop yield and saving operational costs. Another CEA issue is the declining availability of experienced growers.

Four CEA technology applications, each incorporated progressively in phases, can overcome these issues.

First, an IoT hub can be quickly installed and set up to integrate with existing programmable logic control er (PLC)/supervisory control and data acquisition (SCADA) systems and provide sensor compatibility. Secure and cloud-based management unifies real-time and historical data, delivering data monitoring, visualization, advanced analytics, alerts and recommendations via a user interface.

Second, smart sensors can be added as needed, using physics-informed ML to expose and predict formerly invisible metrics. For example, transpiration and photosynthetic metrics can be derived from sensors measuring more basic information. More data and insights are gained without installing additional hardware, a capability steppingstone to more advanced automation.

Third, an operator-driven automation platform can be incorporated. Traditional automation systems are programmed by specialists but remain largely static after commissioning. A modern low-code automation platform can be integrated on top of existing systems, or as core automation for new installations. This provides users with the ability to easily implement basic control and evolve tasks that can be automated with advanced strategies using transparent spreadsheet-like formulas.

Finally, an autopilot-like can be applied on top of the IoT data and smart sensors to unify the power of AI and the grower’s experience: The automation system can sense the plant’s needs and respond optimally. Optimal control is a multidisciplinary science, and AI alone does not solve real-world problems, which is why these types of projects require execution of multiple phases.

By effectively implementing these phases, data is combined with human knowledge and ML to perform CEA with little human intervention, other than planting and harvesting.

Advanced automation for a biomass application

The manufacture of biomass fuel pellets requires material grinding, moisture control, extrusion, cooling and packaging. Each of these steps must be controlled carefully to produce an acceptable product. Legacy industrial automation methods (PLCs, human-machine interfaces (HMI) and SCADA) are typically used to execute prescribed logic for performing real-time control.

Legacy automation operations rely on controlling the process close to user-defined setpoints, but the challenge is determining the right values. With careful analysis, optimal setpoints can be determined based on the complex interaction among operating conditions. For example, the drying process of the pellets depends on the oven temperature and humidity. Rather than setting the temperature and humidity independently on a legacy system, a control platform helps the user model the interaction analytically with basic spreadsheet-like functions at the user interface (Figure 3).

This control platform is located at a layer above the legacy automation systems, which does not eliminate the existing systems, but integrates legacy control systems and allows them to perform more complex tasks. By not eliminating the existing legacy control systems, robust safety features that are inherent to the legacy systems are left untouched. A visual interface adds another layer of security through the ability to create custom alerts.

Figure 3: By providing an easily understandable spreadsheet-like development environment, Koidra’s Ωpera software democratizes industrial automation by empowering operators and other subject matter experts to apply their knowledge. Koidra factory automation software is enabled by modern edge and cloud software technologies. Courtesy: Koidra

Figure 3: By providing an easily understandable spreadsheet-like development environment, Koidra’s Ωpera software democratizes industrial automation by empowering operators and other subject matter experts to apply their knowledge. Koidra factory automation software is enabled by modern edge and cloud software technologies. Courtesy: Koidra

Smarter automation advances end-user abilities

A typical manufacturing or production company employs many experts in their operations. Automation advancements are sometimes stifled by the high cost of massive engineering projects. With the right support and products from a system integrator, these end users can apply skills in a progressive manner to access all valuable data, gain new insights, implement basic and advanced control, and eventually deploy autonomous self-adapting control.

Ketut Putra is an IoT and automation engineer at Koidra. Edited by Morgan Green, associate editor, CFE Media and Technology.

KEYWORDS: System integration, automation, control systems

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Original content can be found at Control Engineering.


Author Bio: Ketut Putra is an IoT and automation engineer of Koidra Inc, a tech company that aims to change the industrial control industry using cutting-edge research in AI, IoT, and edge+cloud computing. Before Koidra, Ketut was a principal research investigator at the University of Michigan for the development of medical devices, specifically wireless sensors for prosthetics and orthotics. Ketut was also a lecturer on subjects of systems engineering, manufacturing processes, and automotive design. He holds a Doctor of Engineering in Manufacturing Engineering from the University of Michigan.