Category: Blog

AQ: Automation engineering

Automation generally involves taking a manufacturing, processing, or mining process that was previously done with human labor and creating equipment/machinery that does it without human labor. Often, in automation, engineers will use a PLC or DCS with standard I/O, valves, VFDs, RTDs, etc to accomplish this task. Control engineering falls under the same umbrella in that you are automating a process such as controlling the focus on a camera or maintaining the speed of a car with a gas pedal, but often you are designing something like the autofocus on a camera or cruise control on an automobile and oftentimes have to design the controls using FPGA’s or circuits and components completely fabricated by the engineering team’s own design.

When I first started, I started in the DCS side. Many of the large continuous process industries only let chemical engineers like myself anywhere near the DCS. EE landed the instruments and were done. It was all about you had to be process engineer before your became a controls engineer. In the PLC world it was the opposite, the EE dominated. Now it doesn’t line up along such sharp lines anymore. But there are lots people doing control/automation work that are clueless when comes to understanding process. When this happens it is crucial they are given firm oversight by someone who does.

On operators, I always tell young budding engineers to learn to talk to operators with a little advice, do not discount their observations because their analysis as to the cause is unbelievable, their observations are generally spot on. For someone designing a control system, they must be able to think like an operator and understand how operators behave and anticipate how they will use the control system. This is key to a successful project. If the operators do not like or understand the control system, they will kill a project. This is different than understanding how a process works which is also important.

AQ: Transformer uprating

I once uprated a set of 3x 500KVA 11/.433kv ONAN transformers to 800KVA simply by fitting bigger radiators. This was with the manufacturers blessing. (not hermetically sealed – there were significant logistical difficulties in changing the transformers, so this was an easy option). Limiting factor was not the cooling but the magnetic saturation of the core at the higher rating. All the comments about uprating the associated equipment are relevant, particularly on the LV side. Increase in HV amps is minimal. Pragmatically, if you can keep the top oil temperature down you will survive for at least a few years. Best practice of course is to change the transformer!

It is true that you can overload your transformer say 125 %, 150 % or even greater on a certain length of time but every instance of that overloading condition reflects a degradation on the life of your transformer winding insulation. Overload your transformer and you also shorten the life of your winding insulation. The oil temperature indicated on the temperature gauge of the transformer is much lower than the hotspot temperature of the transformer winding which is a critical issue when considering the life of the winding insulation. Transformers having rating of 300 KVA most probably do not even have temperature indicating gauge. The main concern is how effectively can you lower the hotspot temperature in order that it does not significantly take away some of the useful life of your transformer winding insulation.

AQ: Non-regenerative & Regenerative DC Drives

Non-regenerative DC drives, also known as single-quadrant drives, rotate in one direction only & they have no inherent braking capabilities. Stopping the motor is done by removing voltage & allowing the motor to coast to a stop. Typically nonregenerative drives operate high friction loads such as mixers, where the load exerts a strong natural brake. In applications where supplemental quick braking and/or motor reversing is required, dynamic braking & forward & reverse circuitry, may be provided by external means.

Dynamic braking (DB) requires the addition of a DB contactor & DB resistors that dissipate the braking energy as heat. The addition of an electromechanical (magnetic) reversing contactor or manual switch permits the reversing of the controller polarity & therefore the direction of rotation of the motor armature. Field contactor reverse kits can also be installed to provide bidirectional rotation by reversing the polarity of the shunt field.

All DC motors are DC generators as well. The term regenerative describes the ability of the drive under braking conditions to convert the generated energy of the motor into electrical energy, which is returned (or regenerated) to the AC power source. Regenerative DC drives operate in all four quadrants purely electronically, without the use of electromechanical switching contactors:

  • Quadrant I -Drive delivers forward torque, motor rotating forward (motoring mode of operation). This is the normal condition, providing power to a load similar to that of a motor starter.
  • Quadrant II -Drive delivers reverse torque, motor rotating forward (generating mode of operation). This is a regenerative condition, where the drive itself is absorbing power from a load, such as an overhauling load or deceleration.
  • Quadrant III -Drive delivers reverse torque, motor rotating reverse (motoring mode of opera tion). Basically the same as in quadrant I & similar to a reversing starter.
  • Quadrant IV -Drive delivers forward torque with motor rotating in reverse (generating mode of operation). This is the other regenerative condition, where again, the drive is absorbing power from the load in order to bring the motor towards zero speed.

A single-quadrant nonregenerative DC drive has one power bridge with six SCRs used to control the applied voltage level to the motor armature. The nonregenerative drive can run in only motoring mode, & would require physically switching armature or field leads to reverse the torque direction. A four-quadrant regenerative DC drive will have two complete sets of power bridges, with 12 con trolled SCRs connected in inverse parallel. One bridge controls forward torque, & the other controls reverse torque. During operation, only one set of bridges is active at a time. For straight motoring in the forward direction, the forward bridge would be in control of the power to the motor. For straight motoring in the reverse direction, the reverse bridge is in control.

Cranes & hoists use DC regenerative drives to hold back “overhauling loads” such as a raised weight, or a machine’s flywheel. Whenever the inertia of the motor load is greater than the motor rotor inertia, the load will be driving the motor & is called an over hauling load. Overhauling load results in generator action within the motor, which will cause the motor to send cur rent into the drive. Regenerative braking is summarized as follows:

  • During normal forward operation, the forward bridge acts as a rectifier, supplying power to the motor. During this period gate pulses are withheld from reverse bridge so that it’s inactive.
  • When motor speed is reduced, the control circuit withholds the pulses to the forward bridge & simultaneously applies pulses to reverse b

AQ: Machine tool

Ahh I see the words machine tool and shop floor; now I can see where you guys are coming from. The type of machines that you talk about were controlled by relay logic and then when technology arrived the electrical drawings were probably “converted” into ladder logic. The techs had lots to do because you cannot translate relay based systems into ladder logic 100% successfully as they behave differently.

The guys doing this work are just that programmers. They are probably NOT software engineers and are closer to the shop floor techs who are fiddling about with your machines.

I can and have designed many control systems for automotive type machines such as hobbing machines, milling and borers. Very easy code to write if you do not translate the relay logic directly but use the existing documentation as a reference. All of the systems that I did work really well. I did some similar type of machines in a pharmaceutical plant but that was after another company was kicked out after failing to make the machines work. I had to redesign the whole control philosophy as the machine tool world methods used were really a bad fit for the intended application.

But that is only one facet of the work that we Industrial Automation Engineers do. I work in many different industries where the demands for quality deigned, controlled and maintained systems is paramount. We go through proper project life cycles and we deal with the project from inception through design, build, test and commissioning. We even do the maintenance of the systems. We do not sit in Ivory Towers but do the work at the customer site no matter where that is on the planet.

Electrical engineers are tasked with doing all things electrical and we are tasked with all things control. Programming, that is writing the actual code is only one part of what we do and not necessarily the most time consuming part.

I am here in Kazakhstan at the sharp end of a multi-billion dollar project a long way from any ivory tower. I fix other engineers software too, why? Because the vendor may use offshore resources to code much of the systems that are installed at site. Kazakhstan has extreme Summers (up to 60degC) and Winters (down to -50degC), most of the people are friendly but English is not so prevalent. A long way from your shop floor environment. Far more dangerous too as the plant processes H2S or will when first Oil & Gas comes onshore.

Here I have supported technicians performing loop checks and other engineers doing logic tests. I can diagnose many loop problems without even looking in the code but just by looking at what is happening. I have found that if a loop doesn’t work then the techs approach us first as a one stop shop to give them an answer rather than actually trouble shooting the loop themselves.

I said to you guys before you need to get out and look at other industries and see what is going on in the rest of the world. Much of what I have seen would go a long way to improving your world too! Engineers like myself are far away from the “programmers” you have.

AQ: DC drive typical applications

DC drive technology is the oldest form of electrical speed control. The speed of a DC motor is the simplest to control, & it can be varied over a very wide range. These drives are designed to handle applications such as:

Winders/coilers – In motor winder operations, maintaining tension is very important. DC motors are able to operate at rated current over a wide speed range, including low speeds.

Crane/hoist – DC drives offer several advantages in applications that operate at low speeds, such as cranes & hoists. Advantages include low-speed accuracy, short-time overload capacity, size, & torque providing control. A typical DC hoist motor & drive used on hoisting applications where an overhauling load is present.

Generated power from the DC motor is used for braking & excess power is fed back into the AC line. This power helps reduce energy requirements & eliminates the need for heat-producing dynamic braking resistors. Peak current of at least 250 percent is available for short-term loads.

Mining/drilling -The DC motor drive is often preferred in the high-horsepower applications required in the mining & drilling industry. For this type of application, DC drives offer advantages in size & cost. They are rugged, dependable, & industry proven.

AQ: Floor programmer and office programmer

The biggest differences between the floor programmer and the office programmer is often a piece of paper (knowledge and experience do not replace a piece of paper in the mind of HR person that has no understanding of the position they are seeking to fill) and that the floor programmer must produce a working machine. Also many an excellent programmer will never put up with the office politics seen in many companies. To appear right for me is worthless when being right is the goal. In a physical world it can be shown that a program is right or wrong because the machine works or does not. In the theory driven world of the office that can not happen, so appearing correct as well as being correct is necessary.

If you are the best programmer in your company or the worse. If you are the worse one then maybe you are correct. But if you are the best then please take a close look at the worse programmer’s work and tell us if there is not a need for some improvement.

I have cursed out more than one officer programmer for missing logic which on the floor is easy to see is necessary. The office programmer was more than once, myself. Making logic to control machine in theory is far more difficult a task than modifying that logic on a real running machine. Maybe your imagination and intelligence can create a theoretical image that matches the physical one.

Many office programmers are not up to that level. They lack the intelligence, imagination, experience or time to take an offline program that can be loaded and run a machine without help. But no fear, most start-up techs cannot debug a machine after the build is complete and remove all issues that will surface when the machine enters a customer’s plant and full production.

A good program will grow as time passes. To fill in the gaps in the software, to change the design from what design intended to what production requires and to cover the design changes as product models evolve. Static is not the floor condition of a good company, products and machines evolve and grow. More reliable, durable, quicker tool changes or device swaps, lower cycle times or more part types. There are examples of logic once written it never changes but that is not the whole of the world just one part of it.

AQ: DC Drives QUIZ

1. List three types of operations where DC drives are commonly found.

2. How can the speed of a DC motor be varied?

3. What are the two main functions of the SCR semi conductors used in a DC drive power converter?

4. Explain how SCR phase angle control operates to vary the DC output from an SCR.

5. Armature-voltage-controlled DC drives are classified as constant-torque drives. What does this mean?

6. Why is three-phase AC power, rather than single phase, used to power most commercial & industrial DC drives?

7. List what input line & output load voltage information must be specified for a DC drive.

8. How can the speed of a DC motor be increased above that of its base speed?

9. Why must field loss protection be provided for all DC drives?

10. Compare the braking capabilities of nonregenerative & regenerative DC drives.

11. A regenerative DC drive requires two sets of power bridges. Why?

12. Explain what is meant by an overhauling load.

13. What are the advantages of regenerative braking versus dynamic braking?

14. How is the desired speed of a drive normally set?

15. List three methods used by DC drives to send feed back information from the motor back to the drive regulator.

16. What functions require monitoring of the motor armature current?

17. Under what operating condition would the mini mum speed adjustment parameter be utilized?

18. Under what operating condition would the maxi mum speed adjustment parameter be utilized?

19. IR compensation is a parameter found in most DC drives. What is its purpose?

20. What, in addition to the time it takes for the motor to go from zero to set speed, does acceleration time regulate?

AQ: “critical” operation with a double-action cylinder, hydraulic or pneumatic

If I had a “critical” operation with a double-action cylinder, hydraulic or pneumatic, I’d put proximity sensors on both ends of travel, typically with small metal “marker” on the shaft. Each input “in series” with the “output” to each coil, time delayed to give the cylinder a chance to reach its destination. The “timer” feeds the “alarm.” If you want to spend the money for a pressure switch (or transducer) on each solenoid output, that’s a plus.

Now you can tell if there was an output to the solenoid from internal programming, if not another interlock prevented it from actuating. If there is an output to the solenoid and no pressure, then the signal did not reach the coil (loose wire somewhere), if it did the coil may be bad, if the coil is good and no pressure, the solenoid may be stuck or no pressure to it from another supervised failure or interlock. If there was sufficient pressure and the cylinder travel not reached, then the cylinder is stuck.

As a technician crawling over all kinds of other people’s equipment since 1975, I could figure out a lot of this from an old relay logic or TTL control system. A VOM confirms whether there is an output to the correct solenoid at the control panel terminals. This lets you now which direction to head next. If there is no power, it’s “upstream” of there, another interlock input that needs to be confirmed, time to dig into the “program.”

If there is power and the cylinder does not move it’s a problem outside of those terminals and the control system. I’d remove the wiring and check for coil resistance, confirming the coil and field wiring integrity while still at the panel. If everything checks out then go to the cylinder and see if a pressure gauge shows pressure on the line with the coil energized – presuming there is pressure to the valve. No pressure would be another “input alarm” from another pressure switch. If there is pressure and power to the valve and no pressure, the valve is bad. If there is pressure on the output side and the cylinder does not move – the cylinder is stuck or mechanically overloaded.

I&E “technicians” may know a lot about programming and code, but if they don’t know how a piece of equipment operates I/O wise then they don’t have a clue where to start looking. Then I guess you need all the sensors and step by step programmed sequences to “spell it out” for them on a screen. A device sequence “flow chart” may help run I/Os out for something like above. I/O status lights on the terminals like PLCs can easily confirm at a glance if you have the proper inputs for a sequence to complete, then you should have the proper outputs. Most output failures are a result of correct missing inputs. The more sensors you’re willing to install, the more the sequence can be monitored and spelled out on an HMI.

From a factory tech support in another location, being able to access the equipment remotely is a huge plus, whether directly through modem, or similar, or indirectly through the local technician’s computer to yours i.e. REMOTE ASSISTANCE. A tablet PC is a huge plus with IOMs, schematics and all kinds of info you can hold in one hand while trouble-shooting.

AQ: Industrial Ethernet vs. Fieldbus technologies

Where we really need digital communication networking, in my personal opinion, is down at the sensor/transmitter and positioner/actuator/valve level to take the place of 4-20 mA and on/off signals. Down at the level 1 of the Purdue reference model you need a fieldbus, not one of the “H2” types of fieldbus, but one of the “H1” types of fieldbus. When first introduced, these technologies were not as fast and not as easy to use has they could have been, but after many years of refinement these technologies are finally becoming sufficiently easy for most plants to use.

An “H1 fieldbus” is the most practical way to digitally network sensors/transmitters and positioners/actuators/valves to the DCS. Options include FOUNDATION fieldbus H1, PROFIBUS-PA, CompoNet, ASI, and IO-link. These protocols can take the place of 4-20 mA and on/off signals.

Note that “H1 fieldbus” should not be confused with the very different “H2 fieldbus” category of protocols used at level 1-1/2 of the Purdue reference model to connect remote-I/O,

AQ: Design and Implementation

The owner of the system should provide clear requirements of what the system should do and should define what constitutes “maintainability” of the system. This places a burden on the owner of the system to consider the full life-cycle of the system.

1. You need good design documentation.

2. All source code should be well-documented.

3. Coders should be trained on the techniques used and mentored,

4. The use of “templates” helps ensure that coders and maintenance alike are familiar with routine functions.

5. The HMI should provide clear indication of faults and interlocks.

6. The HMI should provide clear indication of equipment statuses.

7. Any code that is hidden must “work as advertised”. This means that it must be completely and unambiguously documented for all inputs, outputs, statuses, and configurations. It must be thoroughly tested and warranted by the vendor,

8. All code should be well-tested. (I have found that the first line of defense is to simply read the code!)

Post-Startup
1. The owner should have a change-control procedure to manage modifications.

2. All users and maintenance support personnel should have adequate training. Training needs to be periodically refreshed as it can become stale through lack of use.