Sequencia Partner Tools 20 Minute OpenBatch Review 3_21_ISA8895_Function_PhysicalProcessCo ntrol_OpenBatch_v2_en.pptx Page: 1 20 Minute Review · Suggested use ­ This is intended to show some of the basic functionality of OpenBatch and explain some of the concepts of batch automation · · It lists the high points of the product It shows some of the typical product screens ­ ­ The first time through run through this slowly, Run through this quickly for a review 3_21_ISA8895_Function_PhysicalProces Page: 2 sControl_OpenBatch_v2_en.pptx Batch Automation Elements · 1: Defining the basic processing capability of the equipment 2: Defining recipes for products 3: Making batches · There are three basic elements involved in batch automation This is all based on the international standard for batch control systems ISA S88.01 (also known as IEC 6151201) 3_21_ISA8895_Function_PhysicalProces Page: 3 sControl_OpenBatch_v2_en.pptx Batch Automation Click here anytime to return to this screen Click here to go immediately to Defining Equipment Capability Click here to go immediately to Click here to go immediately to Recipe Definition 3_21_ISA8895_Function_PhysicalProces sControl_OpenBatch_v2_en.pptx Batch Execution Page: 4 Equipment Capability Definitions · The basic capability of the equipment must be defined ­ ­ ­ Capability that is usually product independent Such as; heating, cooling, charging, mixing, transferring, ... Associated to specific equipment Equipment Definition · · Capability may be performed automatically or manually Defined using the Equipment Editor 3_21_ISA8895_Function_PhysicalProces Page: 5 sControl_OpenBatch_v2_en.pptx Equipment Editor · The equipment editor is run, offline, to define what the equipment is capable of doing You also use the equipment editor to define the mapping (addresses or names) to the PLC and DCS systems that implement the functions Define the equipment model using a simple graphical configuration · This defines the configuration that only changes when new processing capability is added, such as new vessels and new piping, or when new control capability is added. 3_21_ISA8895_Function_PhysicalProces Page: 6 sControl_OpenBatch_v2_en.pptx Top Level Process Cells · Batches run to completion in a process cell This follows the S88.01 equipment hierarchy model ­ ­ ­ Define a process cell class for each type of process cell being controlled · Process cells Made up of units Units contain equipment phases · Each OpenBatch server can support multiple process cells A process cell is (in S88 terms) all of the equipment required to make a batch. Process cell classes are ways to visually identify different types of cells. 3_21_ISA8895_Function_PhysicalProces Page: 7 sControl_OpenBatch_v2_en.pptx Drag and Drop Configuration · Starting an equipment model is a simple process of creating a process cell class and then creating a specific cell Icons represent the process cells, units, and equipment phases Drag and drop a cell class into the workspace to define a cell · A process cell can contain multiple batches at the same time. 3_21_ISA8895_Function_PhysicalProces Page: 8 sControl_OpenBatch_v2_en.pptx Define Units and Flow Paths · Create units the same way A unit operates on only one batch at time A unit performs major processing actions on a batch Define connections between units to show flow paths of materials · This defines a class of units This defines a specific unit This shows connections between units · · 3_21_ISA8895_Function_PhysicalProces Page: 9 sControl_OpenBatch_v2_en.pptx Equipment Phase Basic Equipment Capability · Equipment phases define what the basic processing equipment is capable of doing ­ Define a phase and drop it onto the unit definition. This defines an equipment capability available in the unit. Such as heating, mixing, adding ingredients, transferring materials, ... · Each phase is a minor processing action on the batch It does not matter if the function is performed manually or automatically · 3_21_ISA8895_Function_PhysicalProces Page: 10 sControl_OpenBatch_v2_en.pptx Phase Parameters · Phases may have parameters Parameters define information to be sent to the phase before it executes Examples are ­ · The parameter may be used by the controller logic, or referenced in manual instructions · ­ ­ ­ ­ ­ temperature setpoints materials to be added amount to be added mixing times heating times ... Define the parameters sent to the phase from the recipe 3_21_ISA8895_Function_PhysicalProces Page: 11 sControl_OpenBatch_v2_en.pptx Report Parameters The reports are sent back by the controller logic, or entered by operators for manual phases · Phases may report back values during or after their execution Such as ­ · ­ ­ Define the parameters reported back to the recipe from the phase Actual amount added Actual temperature Actual pressure · Report parameters may be manually entered by the operator or automatically collected by control equipment 3_21_ISA8895_Function_PhysicalProces Page: 12 sControl_OpenBatch_v2_en.pptx Equipment Interface · The equipment editor is where you specify the interface to the control equipment for the phase The interface can be DDE or OPC to PLC or DCS systems The interface may be an annotated SOP document for manual operations using Procedure Manager These are tags in the DCS, or registers in the PLC that the controller logic uses to communicate to OpenBatch This defines the interface to controller logic. · · 3_21_ISA8895_Function_PhysicalProces Page: 13 sControl_OpenBatch_v2_en.pptx Manual or Automated Functions · · Equipment phases may be executed in control equipment, such as DCS or PLC systems Equipment phases may be executed manually, where instructions are presented to operators using Sequencia's Procedure Manager Identify document that specifies how to accomplish the function Identifies the data exchanged with a section of code in the controller that implements the function Manual Phase Automated Phase Step 1: Check vessel Step 2: Open the drain valve ... 3_21_ISA8895_Function_PhysicalProces Page: 14 sControl_OpenBatch_v2_en.pptx A Full Equipment Model UNIT Precharge D Process Cell · Summary ­ UNIT Premix B UNIT OpenBatch's Equipment Editor is used to define the Storage A process cells, units, and equipment phases available UNIT for batch manufacturing Precharge B ­ The equipment model is used when creating recipes and when creating batches UNIT Premix A ­ Click again to see a complete process cell definition UNIT Reactor 3_21_ISA8895_Function_PhysicalProces Page: 15 sControl_OpenBatch_v2_en.pptx UNIT Storage B Recipes · · · · Recipes define how to make products Recipes are created using the Recipe Editor Recipes are executed in the OpenBatch run time system Recipes follow the S88.01 standard Recipe Definition 3_21_ISA8895_Function_PhysicalProces Page: 16 sControl_OpenBatch_v2_en.pptx Recipes and Equipment · · · Recipes use the equipment information defined in the Equipment Editor Recipes define the ordering and sequencing of I say I define the equipment phases when how The recipes specify when the phases are to run, but the equipment phases do all of the real work Equipment 3_21_ISA8895_Function_PhysicalProces Page: 17 Recipe sControl_OpenBatch_v2_en.pptx Recipe Format · · Recipes are created, and displayed in a graphical format called SFCs Sequential Function Charts This format allows the easy display of sequential steps, alternate steps, and parallel steps 3_21_ISA8895_Function_PhysicalProces Page: 18 sControl_OpenBatch_v2_en.pptx Recipe Editor · The recipe editor is used to create and modify recipes Usually there is one recipe per product The main part of a recipe is the "PROCEDURE" ­ Recipes are made up of Unit Procedures, Operations, and phases · · The ordering of actions required to make the product · The procedure is The same Unit Procedures and structured Operations can be used in multiple according to the recipes to speed recipe development S88.01 model 3_21_ISA8895_Function_PhysicalProces Page: 19 sControl_OpenBatch_v2_en.pptx Rapid Editing · · The recipe editor has features to make recipe creation and editing easy and error free. Recipes can be modified at any time and made immediately available for execution. Editing shortcuts make it easy to create and edit recipes The shortcuts make sure the recipes are correctly defined. 3_21_ISA8895_Function_PhysicalProces Page: 20 sControl_OpenBatch_v2_en.pptx Recipe Editing · The lowest level of the procedure is a "Recipe Phase" A recipe phase references an equipment phase ­ Recipes use the phases defined in the equipment model · ­ For a specific piece of equipment Or for a class of equipment I can only use the phases defined in the equipment editor, but I select the order of execution ! 3_21_ISA8895_Function_PhysicalProces Page: 21 sControl_OpenBatch_v2_en.pptx Recipes in a Simple Table Format · · Simple recipes require simple display So simple recipes can be displayed in a table format for occasional users Recipes can be displayed and edited in the graphical view or in the table view. The table view is more compact and easier to understand for simple recipes 3_21_ISA8895_Function_PhysicalProces Page: 22 sControl_OpenBatch_v2_en.pptx Multiple Views · You can even show the table view and the graphical SFC view at the same time Using the recipe editor, recipes can be created in very short times Using the alternate views, recipes can be read and reviewed by people not familiar with OpenBatch It is even possible to see the table and graphical view at the same time. · · These are easy to understand, but they are also very powerful tools ! 3_21_ISA8895_Function_PhysicalProces Page: 23 sControl_OpenBatch_v2_en.pptx Phase Parameters · When you create a recipe you can specify the specific parameters to be sent to a phase before it executes Such as a temperature setpoint, or the amount of material to add Define the parameter values that will be sent to the equipment phase when this recipe runs. · This is how I use a phase to perform different tasks based on the recipe I am defining ! 3_21_ISA8895_Function_PhysicalProces Page: 24 sControl_OpenBatch_v2_en.pptx Recipe Summary · Recipes are the key element of batch automation They define how to make a specific product, without specifying how the underlying functions are preformed OpenBatch includes other information as well ­ ­ ­ ­ With the right authority, recipes can be created and modified at any time. · · Formula values Author identification Comments Equipment requirements The next time the recipe is used, the new definition is picked up 3_21_ISA8895_Function_PhysicalProces Page: 25 sControl_OpenBatch_v2_en.pptx Batch Execution · · OpenBatch is not just a recipe editor, it also executes the recipes There is a runtime component of OpenBatch that runs recipes under operator control Batch Execution 3_21_ISA8895_Function_PhysicalProces Page: 26 sControl_OpenBatch_v2_en.pptx Recipes and Operations · · Operations is where it all comes together Operators execute batches and select equipment they will run against I will use your recipe definitions I will use your equipment definitions 3_21_ISA8895_Function_PhysicalProces Page: 27 sControl_OpenBatch_v2_en.pptx Batch Execution · Batches are executed in the OpenBatch run time system OpenBatch runs as a WindowsNT service ­ Usually the OpenBatch server is configured to auto start, so I don't have to worry about this software stuff · OpenBatch can auto start, so no operator intervention is required · An OpenBatch server can communicate to multiple PLC and DCS systems to control multiple process cells OpenBatch uses DDE and OPC to communicate to control equipment This is sometimes used to aid in startup and commissioning ! · 3_21_ISA8895_Function_PhysicalProces Page: 28 sControl_OpenBatch_v2_en.pptx Operation Batch List · · The Batch List is usually shown as an ActiveX control in an HMI, or in a WEB Browser This shows what This shows all of the batches currently scheduled, running, and This shows the state of This shows when the This shows how long the This shows the batches This shows the recipe the equipment the batch is the batch; idle, running, completed in the process cell. batch started. batch has been running. currently in the batch list. batch is running. running in. complete, held, aborted. 3_21_ISA8895_Function_PhysicalProces Page: 29 sControl_OpenBatch_v2_en.pptx Operation Controlling Batches · · · A simple right click brings up the menu to add and control batches Batches can run in manual, semiautomatic, or automatic mode Operators can start, hold, restart, stop, or abort batches ­ If they have the correct privileges I use the "Create Control Recipe" I use the I use the "Remove" command to add "Comment" command to remove new batches to command to add completed batches the batch list a comment to from the batch list the batch journal I usually only use these when something goes wrong 3_21_ISA8895_Function_PhysicalProces Page: 30 sControl_OpenBatch_v2_en.pptx Operations Recipe Procedure · Another ActiveX control is the procedure view This can also be included in any HMI display to display and control a specific batch's recipe I Ican alsoonly the active usually use control the This shows this display steps and the transitions order of execution when to control the recipe something goes wrong being evaluated procedure · 3_21_ISA8895_Function_PhysicalProces Page: 31 sControl_OpenBatch_v2_en.pptx Recipe Procedure Control · · · Performing these actions require I have the right Right click to bring up the menu to control the recipe procedure security privileges These can also be easily configured as buttons The newest version of OpenBatch further integrates these controls into your HMI or DCS displays Security Control is integrated with standard WindowsNT security 3_21_ISA8895_Function_PhysicalProces Page: 32 sControl_OpenBatch_v2_en.pptx Operations Prompts · · When Procedure Manager is not installed, then the "Prompt List" ActiveX control provides access to "prompts" Prompts are requests for values from the operator ­ These are report parameters that the operator must supply for the batch to continue I need to enter a value for the batch to continue Prompts are defined in the recipe editor 3_21_ISA8895_Function_PhysicalProces Page: 33 sControl_OpenBatch_v2_en.pptx Classical Operations View · OpenBatch also has a stand alone operations interface All of the previous functions, as well as additional functions I can do for debugging, are all batch actions from provided by this this application WindowsNT application · Usually I will control the batches using the ActiveX controls and my HMI or browser 3_21_ISA8895_Function_PhysicalProces Page: 34 sControl_OpenBatch_v2_en.pptx Batch Journals and Reports · · OpenBatch also collects all of the information about the execution of a batch into a batch log Reports can be built against the batch log, or the information can go into a database for analysis This information is very valuable, and it is automatically recorded. The electronic batch log means I need to do less paperwork ! 3_21_ISA8895_Function_PhysicalProces Page: 35 sControl_OpenBatch_v2_en.pptx OpenBatch Programs · · · The following programs are provided with OpenBatch starts the equipment This Not all programs need to be editor installed on all computers starts the recipe This editor This OpenBatch runs as a full starts the report This lets me simulate the editor client server architecture control hardware for ­ The Archiver saves the This lets me control the batch log into a database batch server ­ Editing may be done from testing OpenBatch viewer any computer on the network Viewing may be done from any computer network This starts the standalone 3_21_ISA8895_Function_PhysicalProces Page: 36 sControl_OpenBatch_v2_en.pptx Operations Summary · · OpenBatch is recipe execution, batch logging, batch reporting, and recipe editing Sequencia provides complete solutions for batch automation ­ OpenBatch is the open solution. They work with all major control vendors. OpenBatch · Recipe execution Manual and semiautomated operations Integration with ERP systems ­ Production Manager · ­ Procedure Manager · OpenBatch works with Honeywell, Rockwell, GE, Aspen Technologies, Siemens, Ci Technologies, and many others. 3_21_ISA8895_Function_PhysicalProces Page: 37 sControl_OpenBatch_v2_en.pptx Services and Training · Least we forget, Sequencia also offers services ­ ­ ­ Help in defining the equipment layout and organization Help in defining the phases Sequencia has a large staff Help in initial recipe building of batch experts to help. · And Training ­ ­ On site Any Sequencia office Sequencia wants to make every batch project a successful project ! 3_21_ISA8895_Function_PhysicalProces Page: 38 sControl_OpenBatch_v2_en.pptx For more information visit our web site at sales@sequencia.com or call 6028963800 3_21_ISA8895_Function_PhysicalProces sControl_OpenBatch_v2_en.pptx Page: 39 or contact our sales coordinator at www.sequencia.com