Ch04

Part II AUTOMATION AND
CONTROL TECHNOLOGIES
Chapters:
4. Introduction to Automation
5. Industrial Control Systems
6. Hardware Components for Automation and Process
Control
7. Numerical Control
8. Industrial Robotics
9. Discrete Control Using Programmable Logic
Controllers and Personal Computers
Automation and Control Technologies
in the Production System
Ch 4 Introduction to Automation
Sections:
1. Basic Elements of an Automated System
2. Advanced Automation Functions
3. Levels of Automation
Automation Defined
Automation is the technology by which a process or

procedure is accomplished without human assistance
 Basic elements of an automated system:
1. Power - to accomplish the process and operate
the automated system
2. Program of instructions – to direct the process
3. Control system – to actuate the instructions
Elements of an Automated System
Power to Accomplish the
Automated Process
 Power for the process
 To drive the process itself
 To load and unload the work unit
 Transport between operations
 Power for automation
 Controller unit
 Power to actuate the control signals
 Data acquisition and information processing
Electricity -
The Principal Power Source
 Widely available at moderate cost
 Can be readily converted to alternative forms, e.g.,
mechanical, thermal, light, etc.
 Low level power can be used for signal transmission, data
processing, and communication
 Can be stored in long-life batteries
Program of Instructions
Set of commands that specify the sequence of steps in the

work cycle and the details of each step
 Example: CNC part program
 During each step, there are one or more activities
involving changes in one or more process parameters
 Examples:
 Temperature setting of a furnace
 Axis position in a positioning system
 Motor on or off
Decision-Making in a
Programmed Work Cycle
 The following are examples of automated work cycles in
which decision making is required:
 Operator interaction
 Automated teller machine
 Different part or product styles processed by the
system
 Robot welding cycle for two-door vs. four door car
models
 Variations in the starting work units
 Additional machining pass for oversized sand
casting
Features of a Work Cycle Program
 Number of steps in the work cycle

 Manual participation in the work cycle (e.g., loading
and unloading workparts)
 Process parameters - how many must be controlled?
 Operator interaction - does the operator enter
processing data?
 Variations in part or product styles
 Variations in starting work units - some adjustments in
process parameters may be required to compensate
for differences in starting units
Control System – Two Types
1. Closed-loop (feedback) control system – a system in
which the output variable is compared with an input
parameter, and any difference between the two is used
to drive the output into agreement with the input
2. Open-loop control system – operates without the
feedback loop
 Simpler and less expensive
 Risk that the actuator will not have the intended
effect
(a) Feedback Control System and
(b) Open-Loop Control System
(a)
(b)
Positioning System Using
Feedback Control
A one-axis position control system consisting of a leadscrew
driven by a dc servomotor and using an optical encoder as
the feedback sensor
When to Use an
Open-Loop Control System
 Actions performed by the control system are simple
 Actuating function is very reliable
 Any reaction forces opposing the actuation are small
enough as to have no effect on the actuation
 If these conditions do not apply, then a closed-loop control
system should be used
Advanced Automation Functions
1. Safety monitoring
2. Maintenance and repair diagnostics
3. Error detection and recovery
Safety Monitoring
Use of sensors to track the system's operation and identify
conditions that are unsafe or potentially unsafe
 Reasons for safety monitoring
 To protect workers and equipment
 Possible responses to hazards:
 Complete stoppage of the system
 Sounding an alarm
 Reducing operating speed of process
 Taking corrective action to recover from the safety
violation
Maintenance and Repair Diagnostics
 Status monitoring
 Monitors and records status of key sensors and
parameters during system operation
 Failure diagnostics
 Invoked when a malfunction occurs
 Purpose: analyze recorded values so the cause of
the malfunction can be identified
 Recommendation of repair procedure
 Provides recommended procedure for the repair crew
to effect repairs
Error Detection and Recovery
1. Error detection – functions:
 Use the system’s available sensors to determine
when a deviation or malfunction has occurred
 Correctly interpret the sensor signal
 Classify the error
2. Error recovery – possible strategies:
 Make adjustments at end of work cycle
 Make adjustments during current work cycle
 Stop the process to invoke corrective action
 Stop the process and call for help
Levels of Automation
1. Device level – actuators, sensors, and other hardware
components to form individual control loops for the next
level
2. Machine level – CNC machine tools and similar
production equipment, industrial robots, material
handling equipment
3. Cell or system level – manufacturing cell or system
4. Plant level – factory or production systems level
5. Enterprise level – corporate information system
Levels of Automation

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Part II AUTOMATION AND

Automation is the technology by which a process or

Set of commands that specify the sequence of steps in the

 Number of steps in the work cycle

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