Manufacturing Operations Management Talk

IT-OT Convergence Is a Requirement for Smart Manufacturing

Operational Technology (OT) and Information Technology (IT) have had a long history of isolation from each other in many industrial organizations. However, they have been slowly converging on the scene as companies make advances towards Smart Manufacturing methods. Companies that master this convergence ahead of their peers will have an advantage towards realizing the Smart Manufacturing vision and optimizing their manufacturing operations management practices.

IT, OT, and IT-OT convergence

OT has traditionally been associated with industrial environments and includes the hardware and software systems that control and execute processes on the shop floor including data acquisition, supervisory control systems (SCADA), programmable logic controllers (PLC), and computerized numerical control (CNC) machining systems.

IT has traditionally been associated with the office environment and includes the information systems and communication infrastructure used to run the business functions. IT resources include computers, data storage, networking devices, and processes to create, process, store, secure and exchange all forms of electronic data.

Each one of these technology areas have been traditionally managed by separate departments in many manufacturing companies and staffed by personnel with a different set of skills, training, and career path.

However, Smart Manufacturing has a highly connected vision for the factory of the future with information flowing in near real-time between production and enterprise systems to achieve highly orchestrated business, physical and digital processes within plants, factories and across the entire value chain. [1] For this future to become a reality, the convergence of IT and OT systems is a must-have requirement, even with the technical, cultural and security challenges that comes with it.

IT-OT convergence is the end state sought by manufacturing organizations whereas instead of separation between IT and OT as different technical areas of authority and responsibility, there is an integrated approach to process optimization and information flow between production automation and enterprise information systems.         

The evolution of IT-OT convergence

In the last two decades, the distance between OT and IT has become thinner. In part, this can be attributed to the ubiquitous use of internet and wireless connectivity for PCs and IIoT devices at the production floor.

While IT inherently covers communications as a part of its scope, OT has traditionally not been a networked technology, and especially not to the internet. Many industrial devices for monitoring or control didn’t have embedded computing capabilities. Those few devices with computing resources generally used closed proprietary protocols and PLCs rather than technologies that provide control through IT software on IT servers. The production control systems often relied on “air gapping” for security.

However, advances such as machine-to-machine communication, as well as the introduction of IIoT devices fitted to legacy industrial equipment are requiring that OT and IT departments start working closer together.

IIoT devices include a wide assortment of sensors for gathering conditions such as temperature, pressure, vibration, and chemical compositions. IIoT devices also include actuators that translate digital commands and instructions into physical actions, such as controlling valves and moving mechanisms.

IIoT devices can employ wireless communication over standardized networking protocols to communicate the relevant data from each physical system back to IT systems for monitoring and analysis purposes–IT systems that include applications, servers and storage which might be running on-premises or on the cloud. The results of that analysis can then be passed back to the physical system to allow more autonomous operation, enhance accuracy, benefit maintenance, and improve uptime.

Figure 1. IT-OT convergence has been evolving over the last few decades

The diagram in Figure 1 shows a timeline of how OT and IT systems have been evolving independently over the last few decades with a converging trajectory. OT systems like SCADA and PLCs have been adopting support for IT networks, data exchange standards and web interfaces. IT systems have been adopting a more modular approach to apps and support for APIs that help connect IIoT devices, machines and production systems.

Back in the 1970’s, the ISA95 standard (as depicted on the left side of Figure 1) prescribed a four-layer approach to the design of connected production and business systems with PLC, SCADA, MES, MOM, and ERP at different levels. In the last few decades, we have seen that the advent of Smart Manufacturing/IIoT platforms, IIoT devices, APIs, big data analytics and data lakes has challenged the layered approach in favor of a flatter approach with more connectivity options (as depicted on the right side of Figure 1). [2]

Integrated IT-OT systems enable new levels of process integration across production and business functions. For example, an IIoT sensor can collect operational data on a machine at the factory and send it over a wireless network to an IT application that performs predictive maintenance analysis. That application can trigger a maintenance order in the maintenance system to dispatch a mechanic and perform maintenance on the machine to avoid the potential of downtime due to a machine malfunction. 

Consider an IIoT-enabled wind turbine as another example of IT-OT systems working together. By itself, a wind turbine would be classified as industrial equipment along with all the equipment and electronics necessary to generate power and connect that power to the grid. However, IIoT sensors can be added to detect wind direction and intensity while communicating its output, condition (temperature, vibration, pressure), and status to a centralized controlling location. The central system analyzes the data, provides commands needed to autonomously configure the wind turbine for optimum performance under current weather, and can trigger workers to take action when unusual conditions are sensed.

Leveraging cloud and edge computing

The addition of edge computing capabilities to IIoT devices enables real-time data processing closer to the source. Instead of sending the data over a network to a centralized location for processing, the IIoT devices can analyze time-sensitive production process data and return insights quickly for direct monitoring of industrial conditions before the data becomes obsolete.

Edge capabilities are important because IIoT and OT devices are often part of a distributed network architecture, making transmission to a central processing location difficult or impossible in some cases. Edge devices can also maintain critical industrial systems running when a connection is down or interrupted, which would otherwise incur costly consequences.

Figure 2. An example leveraging cloud and edge computing for data analytics and storage

Figure 2 depicts an example of how IT and OT systems could be integrated leveraging cloud services and edge computing for enhanced analytical and data storage capabilities. Concerns about connection latency and bandwidth are some of the reasons for deploying workloads to the edge. However, moving processing and storage closer to users and machines can also address concerns about data protection while enabling decentralized autonomous decisions for machine and process adjustments on routine situations and expected changes of conditions. Gartner discusses more edge computing use cases in their “2021 Strategic Roadmap for Edge Computing”. [3]

Figure 3. An example of gradually transitioning in IIoT and big data platforms into the IT-OT landscape

The reality for many industrial organizations is that they have implemented multiple generations of equipment and systems that need to somehow be part of the convergence story. Figure 3 shows an example of how a company can transition gradually to a new architecture by implementing cloud services and an IIoT backbone. In this example, the company first moved their ERP system to the cloud. They also implemented an IIoT backbone in parallel to their SCADA and MES system and started connecting new equipment to it. The IIoT backbone is publishing data to a data lake in the cloud where predictive analytical models are analyzing the data.  Similar transition scenarios have been documented by LNS Research in the article “The Holy Grail and the Puzzle in Discrete and Batch Manufacturing Applications”. [4]

Culture and security challenges

IT-OT convergence is not just about technology, it is also an organizational convergence dealing with the structure of the internal business. IT and OT departments must reform their processes to accommodate each other, changes must be well communicated throughout the process, and employees need to be cross-trained. For example, a business might follow specific processes for storing and protecting IT data, but this process might have to be adapted or extended for converging OT systems.

With this new level of integrated systems, workers can be empowered with more insights to help them in their daily jobs. However, workers will need to be educated on new technology, methods, and insights for the organization to fully leverage the benefits of the new capabilities. 

As IT reaches more OT systems, air gaps can't provide adequate security for network communication and OT data. Organizations driving IT-OT convergence must educate and train staff to understand and implement adequate security. When implemented properly, IT-OT convergence can merge business processes, insights and controls through secure systems and a uniform governance model.

As an example, Georgia-Pacific implemented several procedural and organizational enhancements when implementing centralized operations data and integrating IT and OT departments including a central collaboration support center to share data and best practices. [5]

Overcoming culture and governance issues with a wider set of stakeholders across the business is not a trivial task and it could make the difference between a smooth or rough ride along the convergence journey. A recommended strategy is to use multi-disciplinary teams to help guide the effort and establish common terminology, drivers and goals among IT and OT teams. Cross-discipline collaboration is key to a successful initiative. [6] Early convergence on security practices will also be essential.

Benefits of IT-OT convergence

The following are some of the benefits of IT-OT convergence over separate IT and OT:

• Improved automation and visibility because integrated OT systems can transmit real-time production data to enterprise systems
• Faster time to implement Smart Manufacturing solutions into an IT-OT integrated environment
• More decentralized autonomous decisions at the edge near the work cell for routine situations and semi-autonomous triggering of alerts for non-routine situations
• Improved IT and OT governance, compliance, and security methods with shared auditing staff
• Effective device management because all IT and OT systems are seen and managed through a common methodology
• Efficient energy and resource usage, as OT systems can be integrated to IT analytics and AI for better data for performance optimization
• Readiness to integrate production data directly into the supply chain, both up and downstream from the manufacturing plant. Intelligent, automated processes based on supply chain and logistics integration can help minimize inventory and fine tune time-to-market delivery

Successful IT-OT integration is an essential step in the journey towards creating a fully connected, dynamic and flexible Smart Manufacturing enterprise. It’s not a small step to take, but without it, the ability of a manufacturer to compete and participate in a highly connected manufacturing ecosystem will be limited. The manufacturers that make early progress on IT-OT convergence will gain significant operational and market advantage.

References

[1] A Refined Smart Manufacturing Definition for 2021, C. Leiva, AutomationWorld, 2021

https://www.automationworld.com/process/iiot/article/21232436/a-refined-smart-manufacturing-definition-for-2021

[2] The Impact of the Internet of Things on MOM Solutions, A. Hughes, LNS Research, 2016

https://www.lnsresearch.com/research-library/research-articles/-ebook-the-impact-of-the-internet-of-things-on-mom-solutions

[3] 2021 Strategic Roadmap for Edge Computing, B. Gill, Gartner, 2020

https://www.equinix.com/resources/analyst-reports/edge-computing-strategies-gartner-2021

[4] The “Holy Grail” and the “Puzzle” in Discrete and Batch Manufacturing Applications, T. Comstock, LNS Research, 2021

https://blog.lnsresearch.com/the-holy-grail-and-the-puzzle-in-discrete-and-batch-manufacturing-applications

[5] Georgia-Pacific’s Approach to IT/OT Convergence, L. Rodriguez, AutomationWorld, 2020

https://www.automationworld.com/process/workforce/article/21137682/georgiapacifics-approach-to-itot-convergence

[6] Improving Production – How IT, OT and Quality Can Collaborate, W. Goetz/R. Rossbach, Pharmaceutical Technology Europe, 2018

https://www.pharmtech.com/view/improving-production-how-it-ot-and-quality-can-collaborate

 

Three Dimensions Converge on Smart Manufacturing

- Smart Factory, Digital Thread, and Value Chain Management

There is a myriad of new technologies coming into the manufacturing arena, each with tempting value propositions. How does an organization know that they are investing in the right areas to stay competitive? If your organization is confused about where to start or where to focus investments on the journey to a future highly connected, orchestrated, and optimized Smart Manufacturing enterprise, you are not alone.

A clear roadmap to Smart Manufacturing is of the utmost importance for each organization, but not easily realized because of the complexity of different organizational perspectives, data models, and business processes that converge at the manufacturing shop floor—processes that get products designed, outsourced, built, tested, packaged, and delivered to the customer in a consistent manner.

This article discusses how to organize the convergence of processes supporting Smart Manufacturing into three dimensions or perspectives: (i) smart factory, (ii) digital thread, and (iii) value chain management. These different dimensions relate to different perspectives and systems coming from engineering, operations, and business management disciplines and help explain why the Smart Manufacturing endeavor requires collaboration among many different stakeholders in the organization.

This three-dimensional model also explains the intersection of several manufacturing improvement initiatives included under the scope of Smart Manufacturing: IIoT (Industrial Internet of Things), Model-Based Manufacturing, and Connected Enterprise. The Digital Thread dimension aligns with the goals of Model-Based Manufacturing, he Smart Factory dimension aligns with the goals of IIoT, and the Value Chain Management dimension aligns with the goals of orchestrating and optimizing the entire value chain in the Connected Enterprise.

The Smart Factory Dimension

From a Smart Factory perspective, we are interested in connecting equipment, resources and personnel in order to acquire real-time data through automated methods, analyze it, and leverage that information to (a) provide complete real-time visibility of factory processes, (b) optimize process control, and (c) provide insights to where we can further improve performance.

For example, an assembly line with Smart Manufacturing automated and semi-automated processes may do the following:

• Monitor production flow in real-time to eliminate constraints, dispatch automated material handling, and eliminate wasted idle time
• Auto-identify parts going down the line to automatically load programs and materials for each different product configuration
• Automatically aggregate product data, analyze and identify constraints and required adjustments or improvements
• Manage equipment remotely using sensors to conserve energy, reduce downtime and trigger preventive maintenance

To achieve these levels of automation, through which products, parts, and equipment interact among themselves with enhanced communication mechanisms, we will need resources and industrial automation equipment with communication standards to acquire and publish data to higher levels of processes in the Smart Factory stack including operations management and intelligence applications.

 

Figure 1: The Smart Factory Dimension

The Smart Factory dimension illustrated in Figure 1 includes the following connected processes and systems flowing from equipment and resources up to higher levels of process control, analytics, and intelligence.

• Smart Machines, Sensors, Tooling, and Workforce interact with each other via structured communications and integrated systems providing real-time data about their status and the processes they are executing
• Smart Apps, Controllers, OT-IT Bridges like the Manufacturing Service Bus provide the communication bridge between Operations Technology (OT) exchanging data directly with machines and tooling, and Information Technology (IT) systems and apps where personnel interface to execute supervision, production, inspection, and maintenance tasks at the shop floor
• Operations Management System optimizes the flow of products through production processes and orchestrates the allocation of resources
• Connected Enterprise Systems including PLM, ERP and SCM are maintained in real-time sync through A2A data exchanges with production process status, resources used, and products produced
• Business Intelligence System receives periodic updates of aggregated data for performance analysis and business metrics

The Smart Factory dimension is aligned with the goals of the IIoT (Industrial Internet of Things). The IIoT takes the concepts of ease of equipment connectivity, data acquisition and advanced analysis via cloud services from the Internet of Things (IoT) initiative in consumer markets and applies them to the next generation of automation for the factory floor.

An enabler behind the IIoT is that it is becoming easier to connect and mine data directly from smarter machines. The IIoT can monitor, collect, exchange, analyze, and deliver valuable new insights. Mined data is more accurate, consistent, near real-time, and enables organizations to sense inefficiencies and problems sooner, saving time, money, and driving smarter, faster business decisions for industrial companies.

A major issue slowing down the IIoT is interoperability between older devices and machines that use different protocols and have different architectures. In contrast to the automation achieved in the last few decades, the connectivity methods targeted under IIoT and Smart Manufacturing need to be open, standards based, and able to facilitate publish-subscribe methods over the internet.

In the past, organizations depended on custom integration, vendor-proprietary interfaces and separate network protocols for integration and automation at the factory. Moving forward with IIoT, organizations want to embrace open standards and Internet protocols to facilitate an easier swap and mix of multi-vendor equipment and software, which might be on-premise or in the cloud.

A big promoter of the IIoT is the Industrial Internet Consortium (IIC) which adopted the term, and promotes the move from older automation protocols to newer Internet-enabled IIoT protocols for industrial equipment.

The Operations Management system optimizes the flow of products through production processes and orchestrates the allocation of resources. It executes programs for processes like cutting, machining or 3D printing equipment, and collects data from operators or directly out of equipment for inspection, test, pick-and-place, or packaging processes. Data is collected in a structured form that allows distribution to multiple subscribing functions in the Smart Manufacturing system like quality verification and parts traceability.

Enterprise Systems manage all kinds of business processes in the organization from receiving orders from customers to scheduling production, planning deliveries, ordering materials, invoicing, receiving payment, and paying suppliers. The timely performance of these activities depends on real-time data from the connected Operations Management system through A2A (application-to-application) data exchanges

Business Intelligence systems aggregates and organize data into actionable metrics and Key Performance Indicators (KPIs) the represent the organization’s strategic goals. In the digitally connected Smart Manufacturing organization, management is automatically alerted of areas not performing to plans and expectations. Management must be able to drill down from metrics into causal analysis, and depending on analytical capabilities, systems might even be able to suggest areas for improvement.

The Digital Thread Dimension 

The Digital Thread dimension of Smart Manufacturing starts with the engineering design definition of the product and follows the product lifecycle through its sourcing, production and service life ensuring that the digital definition of each product unit is aligned with the physical product. The digital data for each product includes every incorporated revision to the engineering definition and any deviations from the design specifications approved and executed on the product during its lifecycle. The flow of processes in the Digital Thread dimension is depicted in Figure 2 including:

• Specifications Management for design of product and processes including definition of 3D models and recipes, product variations and configurations, and engineering change management practices
• Operations Management which includes production and verification processes including programs and work instructions for automated 3D printing, machining, and verification against engineering specifications
• Product Services Management for maintenance of the product during its service life with data collected on product performance, modifications, and replacement of components.

Figure 2: The Digital Thread Dimension

In discrete manufacturing, the Digital Thread perspective is aligned with the goals of Model-Based Manufacturing and Model-Based Enterprise initiatives. The Digital Thread initiative aims for seamless threads of structured communications and data exchanges throughout the value chain that are accessible to all stakeholders across the extended ecosystem to ensure complete visibility and traceability of the digital and physical product from design through sourcing, production, and ultimately to the end user or customer.

The Digital Thread begins with a 3D model-based or recipe-based definition of the product from design teams flows into the Operations Management and the Supply Chain Management via standards of integration for pervasive distribution of the data throughout the connected Smart Manufacturing enterprise. Examples of communications in the Digital Thread include product and process specifications, test results, conformance issues, asset maintenance requirements, and details and approvals for deviations from standard specifications.

Digitally connected model-based design and manufacturing help connect previously disconnected functional departments through a logical thread of integrated data and processes which aids in (a) faster design revision distribution and new product introduction (NPI), (b) accurate translation of product to process specifications, (c) smarter business decisions with visibility of product performance during its lifecycle, and (d) quicker resolution of issues requiring engineering design changes.

The product design engineer states the materials, form, and fit requirements for the components in 3D models for discrete manufacturing, or the chemistry and physical transformations in a recipe for process industries. The manufacturability of a product is dependent on the particulars of design parameters and tolerances. The production and inspection process definition is a repeatable structured means of conveying the engineering intent to Operations Management. There should also be a design feedback loop between the design of the product and the design of the manufacturing processes, tooling design and inspection capabilities. There is a need for better ways to communicate specifications, capture the relation to actual measurements, and leverage that information for resolving issues on non-conformance to the requirements in a well-defined formal way.

As an example, in discrete manufacturing today there is a lot of manual interpretation, transformation, and translation of data between engineering and manufacturing systems. In addition to being inefficient, each time data is manually converted from one format to another, it introduces a chance for misinterpretation and error. For example, in current processes, CAD models need to be manually converted to (a) computer numerical control (CNC) programs for machining, (b) coordinate measurement machine (CMM) programs for inspection, and (c) manufacturing execution system (MES) illustrated work instructions for assembly. During these manual processes, the associativity to objects in the CAD model is usually lost. When a CAD model revision comes down the pipe, the engineers and programmers must do a thorough review of the entire model to avoid missing anything instead of concentrating with confidence on a few highlighted revised areas. In future processes, with structured digital handoffs, systems will be able to easily highlight revisions, do impact analysis on downstream programs and instructions, and facilitate the automated incorporation of changes.

The Digital Thread will provide a formal framework for the controlled and automated interplay of authoritative technical and as-built data with the ability to access, integrate, transform and analyze data among disparate systems throughout the product lifecycle. In the Digital Thread, the product’s data “travels” along with the physical product and evolves through data collected at each step of its manufacturing process. By “travel” we mean that the data needs to be easily accessible at any time during production and referenceable to each product’s lot or serial number. The scope of data includes as-designed requirements, validation and inspection records, as-built records with part genealogy traceability, and as-tested data. The Digital Thread needs to be able to deliver the digital product data along with the physical product to the end customer. For some products, the thread of the product data will continue into Product Service to maintain the product during its entire service life.

The Value Chain Management Dimension

An important dimension to achieving a fully connected extended enterprise in Smart Manufacturing is the Value Chain Management perspective. Value Chain Management focuses on minimizing resources and accessing value at each stakeholder function along the chain, resulting in optimal process integration, decreased inventories, better products, and enhanced customer satisfaction.

The scope of Value Chain Management spans from managing suppliers of materials and parts, to managing the handover of information through internal departments including the production shop floor, and all the way to managing the delivery of the product to the end customer. It encompasses the procedures, forms, and data handoffs that link these organizational entities into a value chain that delivers a final product and services for that product to the end customer.

The standardization of IT practices that ERP started decades ago for cash-to-order processes within the organization—covering activities like contracts, procurement, receiving, invoicing, purchase orders, delivery, and payment—must be extended now across the entire value chain with an emphasis on open data exchange standards that enable publish/subscribe connections across the internet and cloud services. Configurable repeatable patterns of orchestrated activities across the value chain will enable highly automated, efficient, and agile business processes.

As illustrated in Figure 3, the Value Chain Management dimension includes processes for:

• Customer Management with online interaction with customers for quicker custom product configurations, order in-process visibility, and approvals for changes, deviations or delays
• Compliance Management maintaining organizational guidelines, coordinates audits and monitors compliance performance with internal departments and external regulatory agencies
• Operations Management delivering real-time information from production processes to other business management functions and orchestrates activities into the supply chain to make sure that materials, parts, and subassemblies arrive at the right place at the right time
• Resource Management of personnel and equipment required to make the product, provide product services, and maintain the equipment up and running with the required capabilities and certifications
• Supplier Management with functions from identifying and establishing the supply chain with the right partners to monitoring, synchronizing, and maintaining the required quality levels.

Figure 3: The Value Chain Management Dimension

The new Smart Manufacturing ecosystem aims to create closer relations and interactions with customers in processes and services. Customer Management includes functions for customizing orders to customer preferences, providing more visibility to in-process order status, coordination of deliveries, download of data for each product shipment, known issue alerts for purchased products, warranty claims and issue resolution, approval for changes and deviations to contract specifications, and coordination of service subscriptions and service orders. Some organizations have a Program Management function that closely works to achieve program goals with the customer organization and the supply chain.

Since the Value Chain Management dimension encompasses procedures that link the enterprise departments into a connected value chain, it is necessary to have a Compliance Management function which maintains organizational guidelines, coordinates audits, monitors compliance among internal departments, and coordinates with external industry and government regulatory agencies. The Compliance Management function maintains the brand’s quality reputation.

Compliance Management functions include the business processes that (a) document and control standard practices, (b) record history for reporting and auditing purposes, (b) handle resolution of issues and tracking of corrective action and continuous improvement efforts. Compliance Management ensures that corporate procedures are aligned with industry regulations for safety, environmental protection, risk mitigation, and quality management as documented industry standards such as ISO9001, ISO14000, ISO45001, and ISO31000.

Operations Management touches every dimension in Smart Manufacturing performing a very critical coordination function. Operations Management orchestrates activities into the supply chain to make sure that materials, parts, and subassemblies arrive at the right place at the right time. It provides demand signals for resources and delivers real-time information from production processes that includes the context of orders, specifications, and resources. Good data from Operations Management enables confident decision-making in all parts of an organization including production, quality, maintenance, sales, and engineering. This information is essential to allow management to drill down from corporate Key Performance Indicators (KPIs) into causal analysis to uncover areas for improvement.

To ensure the operational outcomes desired we must properly train personnel on required skills and keep track of the required certifications for specialty jobs. Resource Management includes Workforce, Facilities, and Equipment Management. Equipment Management includes the care of the plant, environmental controls, machines, equipment and tools handling trouble-call tasks as well as scheduled preventive maintenance and calibration service tasks.

Workforce Management includes maintaining the right level of workforce with the right level of skills and certifications to perform the required production and inspection tasks. It includes tracking attendance and labor costs in concert with the Operations Management system. Human Resources has the challenge to attract the next generation of the Smart Manufacturing workforce with the required new skills for the job.

Supplier Management includes the activities for sourcing materials and components to suppliers, coordinating the proper production of those components at the supplier site including supplier qualifying and auditing, negotiating contracts, scheduling deliveries, managing warehouse and stockroom, receiving and inspecting incoming materials and parts, and handling of warranty issues, returns, and corrective actions with suppliers. Product design changes must be carefully coordinated with impacted suppliers. In the connected smart supply chain, digital data about materials and components must be delivered by suppliers along with the physical units in a way that allows easy roll up of the data to higher levels of assembly by the Operations Management system for full parts genealogy traceability. Communications into the supply chain is performed via the internet through B2B (business-to-business) data exechanges.

A Convergence on Smart Manufacturing

Smart Manufacturing strives for higher levels of connectivity, orchestration, and optimization of processes in the manufacturing value chain. To reach this goal, the organization must (i) align the intersection of the different organizational perspectives into a cohesive set of functional roles, data models, and business processes that converge to get products designed, outsourced, built, tested, packaged, and delivered to the customer in a consistent manner, and (ii) figure out how to leverage the many technology building blocks available into a flexible architecture of systems that helps automate the activities as much as possible, pass data seamlessly, and enable new levels of optimization, predictive, and prescriptive analysis in enterprise processes.

The organization can start trying out new technology but cannot complete the analysis of the required technology building blocks until the functional requirements to support the new connected enterprise are fully understood.  The three-dimensional model for Smart Manufacturing in Figure 4 provides a functional framework to start laying out business processes in the industrial ecosystem, the interactions required between activities, and the data exchanges required to support those interactions. Operations Management is a common central function in these three dimensions and has the critical role of coordinating the convergence of the digital, physical, and business process dimensions.

Figure 4: Three Dimensions Meet for Smart Manufacturing

The flow of information in the typical legacy manufacturing environment is, at best, full of manual information handoffs with a lot of human data interpretation and transformation along the way. Legacy processes were commonly designed around the sequential handover of paper documents between different departments. Within major enterprise systems such as ERP or PLM most processes are based or focused on departmental issues; the processes are rarely cross-functional. 

Modern processes can be reinvented around new cyber-physical paradigms that promote real-time response, collaborative teams, and more parallel tasks across production and supply chain. Consider the benefits of processes where utilities auto adjust based on environmental sensor data, where machines take corrective action and request maintenance to avoid costly damage, where part shelves report usage and are automatically replenished by suppliers, where correction tasks for non-conformances are routed in parallel to multiple departments including Engineering, Procurement, Inventory Control, and into the supply chain.

To minimize delays and communication errors among intra-departmental processes, process outputs need to be connected as inputs to successor processes. Communication and data processing among activities should avoid manual data input and translation errors whenever possible. Publish and subscribe data services must connect enterprise systems, web applications, mobile devices, and cloud services in a system of systems to ensure the pervasive distribution of the data.

There will be some technical challenges along the way to create the Smart Manufacturing connected enterprise. For example, data exchange standards will need to evolve and be adopted by hardware and software vendors, and security concerns will need to be addressed at all levels of enterprise communications. But the biggest challenges ahead are cultural. How do all involved embrace new business models, new processes, and new levels of transparency among departments and partners in the ecosystem?

Organizations will soon overcome these barriers and realize a network of connected partners, systems, and resources that will result in the transformation of conventional value chains and the emergence of new manufacturing practices and business models that leverage the higher levels of connectivity to achieve new levels of orchestration, optimization, and customer service.

Six Innovation Areas Leading to the Model-Based MRO Enterprise

Maintenance, Repair and Overhaul (MRO) operations are facing a rapidly changing highly competitive environment. In the past, MRO shops could pass the cost of inefficiencies as a “cost of doing business” to the customer, but in the face of higher competitive pressures, MRO shops must look to modernize practices and leverage digital technologies to take operations to new levels of productivity.

In this article, we discuss the convergence of technologies enabled by a new Model-Based Enterprise (MBE) philosophy that leverages the engineering 3D models throughout MRO processes including spares management, inspection and work execution. In this new digital environment, MRO shops can leverage technologies like IIoT connected product and equipment, optimized 3D illustrated work packages, inspection drones, augmented reality, and improved intelligence and analytics to create the platform for those new productivity levels.

In a recent article [2], Airbus discussed a vision for the MRO hangar of the future. In this future vision, 3D models are leveraged in many ways as foundational data for a myriad of technologies like autonomous robotic inspectors and mechanics equipped with smart glasses for hands-free computer interaction.

In this article, we further discuss six innovation areas that are driving progress towards a future MBE at leading edge MRO hangars:

• 3D Printing of Spare Parts
• Automation with Robotics and UAVs
• Asset Sensor and Diagnostic Connectivity via the IoT
• Digital Thread and Digital Twin
• Advanced Analytical Capabilities
• Advanced Guidance with Augmented Reality and Natural Language

 

3D Printing of Spare Parts

The most obvious use of a 3D model is to produce the input file for a 3D printer. 3D printing is becoming a “must have” for manufacturers rather than a luxury R&D project. Especially in the aerospace and defense (A&D) industry where companies like Boeing and Airbus have been using the 3D printing process to manufacture components for more than two years, with Airbus recently printing 1,000 parts to meet delivery deadlines for the A350.

While only 7% of companies use additive manufacturing to produce their end products today, 31% use it for prototyping, and it’s predicted that 42% will rely on 3D printing for mass manufacturing in the next few years. This means that more and more CAD and CAM software systems offer capabilities to handle 3D printing.

3D printing will not only revolutionize prototyping and production, but will also transform spare parts inventory practices for service management. Manufacturers of spare parts will store the digital data to 3D print parts and components in CAD software rather than storing the physical parts on shelves. In other words, inventory will be produced only when necessary. This will be of special interest to produce hard-to-find spare parts or components that aren’t manufactured anymore.

The growth in 3D printing methods will probably come from the larger OEM and MRO companies because they can cover the upfront investment to design, build, and test the multiple prototypes it takes to finally develop a part to the desired quality level for a customer.  

The companies capable of developing almost instant spare parts and completing maintenance and repair tasks within hours will have a market advantage. Imagine an airline looking for an MRO able to repair an airplane that has broken down unexpectedly. Instead of waiting days or even weeks for parts to arrive, an MRO could manufacture the parts needed outright and fix the airplane within several hours.

The ability to manufacture parts on demand will affect inventory and logistics. MROs will no longer have to keep on-hand dozens of “just-in-case” replacement components until the right client comes along. Whenever they need a part, they can just make it. This will probably cause a collapse of the entire supply chain, making some part suppliers and even manufacturers vulnerable to extinction.

Automation with Robotics and UAVs

The rapidly expanding capabilities of autonomous equipment such as UAVs and robots are being leveraged in MRO shops and some of the first applications are in automated inspection.

Examples include the use of 3D scanners mounted on robots and UAV (Unmanned Aerial Vehicle) to inspect fuselage and wings for hail, lightning, or bird strike damage. UAVs can complete detailed aircraft checks, by comparing the images captured against the respective 3D models, and quickly report any damage requiring repairs. Checks that now take 4-6 hours can be performed in less than an hour.

 

 

 

 

 

For now, operators control the UAVs, either guiding the inspection or setting a predetermined pattern. The UAVs fly around aircraft, providing images of skin with the same detail as visual inspections. Engineers assess damage as they are presented images. The software continues to be enhanced to rapidly focus on possible problems areas and even suggest actions based on prior recommendations. Once the UAV learns the aircraft it is to inspect leveraging its 3D model, it can recognize a known point on the airframe, and fly a predetermined inspection pattern.

 

  

LHT’s Mobile Robot for Fuselage Inspection (Morfi) is automating inspection of metal fuselages for thermographic crack detection. Morfi moves over preprogrammed points on fuselages rapidly. Two coils heat the points with electric pulses and changes are recorded on infrared cameras, revealing cracks as shallow as 1 millimeter. Vacuum pads on the robot’s feet allow it to reach vertical and overhanging sections of the fuselage. Up to four areas can be inspected and results saved in less than 30 seconds.

 

 

  

Asset Sensor and Diagnostic Connectivity via the IoT

It is easier to embed micro computers in many devices and assets. The device will also be expected to easily connect and exchange data with other systems and centralized data repositories that will focus on analysis of exception and aggregate data in different dimensions including dimensions relating to the asset’s 3D model. By relating the intelligence gathered to the different 3D model areas, engineers can use performance data, not only to diagnose issues, but also to enhance future designs.

Today a simple engine designed for industrial use has hundreds of sensors recording thousands of measurements, along with enough memory to store months or even years of data. Until recently, the primary use of these embedded measurements and associated low level diagnostics was to help identify component failure to facilitate the identification of areas requiring repair.

Next in the evolution to a more digitally connected future is the ability to easily connect each device or asset to centralized or remote data processing capabilities using common internet networking protocols. This type of device connectivity is referred to as the Internet of Things (IoT). Will we be able to improve product service if we can remotely monitor the product and apply advanced analytics to predict potential issues before they happen? Can we optimize maintenance based on sensor and usage statistics versus prescribed intervals?

The increased capacity and lower cost of data storage makes it possible to store huge amounts of data. But these streams of data from sensors and diagnostic feeds need to be managed. Platforms for data management includes strategies for how much to store, locally versus centrally, raw versus aggregated, and for how long for different process orchestration, record keeping and analytical purposes.

Digital Thread and Digital Twin

In addition to the asset usage data collected via IoT or other techniques, MROs need to collect as-maintained data and cross reference the respective as-designed specifications. The flow of information between engineering specifications, requirements and actual service realization records is covered under the label of the “digital thread”.

The concepts of the digital thread and digital twin have been spearheaded by the military aircraft industry and their desire to improve the performance of future programs by applying lessons learned through these digital technologies in current and upcoming programs.

The digital twin refers to a digital model of a particular asset that includes design specifications and engineering models describing its geometry, materials, components and behavior, but more importantly it also includes the as-built and operational data unique to the specific physical asset which it represents. For example, for an aircraft, the digital twin would be identified to the physical product unit identifier which is referred to as the tail number.  The data in the digital twin of an aircraft includes things like tail number specific geometry extracted from aircraft 3D models, aerodynamic models, engineering changes cut in during the production cycle, material properties, inspection, operation and maintenance data, aerodynamic models, and any deviations from the original design specifications approved due to issues and work arounds on the specific product unit.

The digital thread refers to the communication framework that allows a connected data flow and integrated view of the asset’s data throughout its lifecycle across traditionally siloed functional perspectives. The digital thread concept raises the bar for delivering “the right information to the right place at the right time”.

A typical as-is condition for many MROs without a digital thread:

• Design 3D models are usually not shared between OEMs and asset owners
• Some drawings might be included with OEM maintenance manuals and delivered via PDF files
• Maintenance requirements are documented within the maintenance manuals to be parsed manually by asset owner
• Asset owner creates their own maintenance requirements based on OEM maintenance manuals and refer to specific maintenance manual sections
• MRO creates maintenance task cards based on asset owner maintenance requirements and maintenance manuals
• As-maintained records are archived by MRO and delivered to asset owner as PDF package. Both asset owner and MRO must maintain these records archived for auditing purposes

Progress towards a full digital thread:

• Asset’s 3D models are shared by OEM with asset owner by 3D technical packages and standards like 3D PDF and STEP.
• Maintenance manuals are shared using standards like S1000D for easy parsing into downstream systems.
• Maintenance requirements are managed online and cross referenced to sections of maintenance manuals
• Maintenance task instructions are developed leveraging links to maintenance manuals and 3D models for illustrations.
• Asset’s as-maintained data is delivered in parsable data format to asset owner along with finished asset

 

Advanced Analytical Capabilities

Humans will manage the exceptions and will soon only need to be involved when something goes awry. Integration between operational systems, business process management systems and analytics will become the norm. There are four general levels of analytic capabilities:

• Descriptive Analytics: “What has happened?”
• Diagnostic Analytics: “Why did it happen?”
• Predictive Analytics: “What is likely to happen next?”
• Prescriptive Analytics: “How it can be encouraged or prevented?”

Descriptive Analytics

Descriptive analytics collect and report on the changing state and diagnostic properties of devices over time. This data can be used to determine stability, trends, and patterns in those properties.

Descriptive analytics also allow comparative analysis between the performance of a specific asset and the performance of similar assets in order to identify unique deviations from the asset population. 

Diagnostic Analytics

Diagnostic analytics are just a step beyond purely descriptive numbers. One big problem for the IoT is the massive number of alerts that it can generate. Alerts are generally intended to get humans to pay attention, but “alert fatigue” can set in fast if there are too many of them – as there are already coming out of today’s aircraft.

Diagnostic analytics can determine whether alerts really need attention and what is causing them. It involves correlating multiple properties and looking for escalation based on the grouping of multiple conditions.

Predictive Analytics

Predictive analytics is where we start seeing bigger payoffs from diagnostic data connectivity and processing. The idea is to analyze historical data patterns that are leading to device failures, find the leading indicators, and start using those patterns to predict failure before it happens again on the same device or other similar devices.

The more data we have from similar devices or assets, the more accurate the prediction algorithms are going to be. OEMs and asset owners are creating ways to accumulate the needed data from their assets as they go into service.

Prescriptive Analytics

The initial steps for prescriptive analytics, are systems that use artificial intelligence and expert system techniques to continuously learn from human maintenance prescriptions under different circumstances, to become an automated “second opinion” for the human that proposes several options based on analyzed past decisions.

The next prescriptive level would be for the machine to start making recommendations for actions directly, with high confidence levels, from analyzing the input data. For example, an airline pilot could be told, “Shut down engine number three now, before it overheats.”

Predictive and prescriptive analysis have the potential to radically improve how maintenance activities are planned in the future. Today, most maintenance activities are planned based on a combination of elapsed time and asset usage frequency. Today, we are probably doing a lot of maintenance that is not really needed or perhaps not enough maintenance in some cases. For example, for an automobile, the dealer prescribes the frequency of brake service based on miles driven. However, the mechanic checks the brake pad usage to verify if service is really needed because the real need depends on multiple variables like driving style and the number of hills in the area. We might have taken the car in for brake service too early and would probably go ahead and get it done to avoid an additional service visit. Enhanced sensors and analytics could feed future applications that will prescribe the ideal time to take a car in for service and group multiple needed services into fewer visits. If we can see the value of this type of app for our car, imagine the value of this type of analysis to optimize and minimize service downtime for airplanes.

Advanced Guidance with Augmented Reality and Natural Language

Augmented reality (AR) or mixed reality is the ability to layer digital 3D images and virtual objects on top of the real-world images when seen through technologies such as smart glasses or hand-held tablet computers.

Multiple companies are experimenting with the use of AR for support on inspections and repairs. AR may be able to recognize the asset a user looks at, overlay the points where service is needed, and integrate with a tablet that helps the user know what work needs to be done and instructions needed. Such capabilities could improve service efficiency; lowering the cost of labor; and reducing errors.

For example, some of the automated inspection methodologies mentioned above could be further enhanced with augmented reality technology by projecting the results, color coded for severity, on top of the physical surface so inspectors and repair personnel can quickly focus to the specific problem areas.

The two major technological trends for AR display today are (1) display on mobile tablets that requires the user to hold the device, (2) display on a head-mounted display like smart glasses. Smart glasses are getting closer to the form factor of safety glasses which is needed to really make this technology appealing at the shop floor.

 

The traditional way to interact with smart glasses has been with simple voice commands like Next, Yes, No, Check. But in parallel to the AR technology, there is much progress on natural language capabilities for easier voice driven interaction with these devices. Chat bot technology, like seen in Siri or Alexa for home use, is being married to AR capabilities to create a new generation of hands-free easier user interaction with the advanced AR display where the user can chat with the device in a more natural manner. For example, “Glasses, show me the illustration for the next step.” The system would know what to display based on the recognized asset, the completed prior work, the work assigned to the user, and the authored work instructions.

Everyday work cards and checklists can easily be performed through these wearable devices. Steps may be signed-off as they are performed and all information systems are updated with real-time information via Wi-Fi directly from the AR device.

The above technologies and innovations are examples of how leading MROs are paving the way to the fully model-based future of MRO operations. MRO shops need to continue this innovation path leveraging 3D models as they connect and optimize processes across engineering product specifications, maintenance requirements, and maintenance execution techniques.

References

[1] Model-Based Enterprise: An Innovative Technology Enabled Contract Management Approach, Mitzi Whittenburg, Journal of Contract Management, 2012

[2] MRO Hangar of the Future, Airbusgroup.com, 2016