Industrial Automation
Industrial Automation
Automation
Automation is the creation and application of technologies to produce and deliver goods and
services with minimal human intervention. The implementation of automation technologies,
techniques and processes improve the efficiency, reliability, and/or speed of many tasks that
were previously performed by humans.
The term automation was coined in the automobile industry about 1946 to describe the increased
use of automatic devices and controls in mechanized production lines. The origin of the word is
attributed to D.S. Harder, an engineering manager at the Ford Motor Company at the time. The
term is used widely in a manufacturing context, but it is also applied outside manufacturing in
connection with a variety of systems in which there is a significant substitution of mechanical,
electrical, or computerized action for human effort and intelligence.
Types of Automation
facility in which the sequence of processing operations is fixed by the equipment configuration.
In effect, the programmed commands are contained in the machines in the form of cams, gears,
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wiring, and other hardware that is not easily changed over from one product style to another.
This form of automation is characterized by high initial investment and high production rates. It
is therefore suitable for products that are made in large volumes. Examples of fixed automation
include machining transfer lines found in the automotive industry, automatic assembly machines,
products are made in batch quantities ranging from several dozen to several thousand units at a
time. For each new batch, the production equipment must be reprogrammed and changed over to
accommodate the new product style. This reprogramming and changeover take time to
accomplish, and there is a period of nonproductive time followed by a production run for each
new batch. Production rates in programmable automation are generally lower than in fixed
automation, because the equipment is designed to facilitate product changeover rather than for
automation. The program is coded in computer memory for each different product style, and the
machine tool is controlled by the computer program. Industrial robots are another example.
programmable automation is the time required to reprogram and change over the production
equipment for each batch of new product. This is lost production time, which is expensive. In
flexible automation, the variety of products is sufficiently limited so that the changeover of the
equipment can be done very quickly and automatically. The reprogramming of the equipment in
flexible automation is done off-line; that is, the programming is accomplished at a computer
terminal without using the production equipment itself. Accordingly, there is no need to group
identical products into batches; instead, a mixture of different products can be produced one right
after another.
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Hard automation is fixed, suitable for large volumes of production, is used to manufacture only 1
Soft automation is flexible, suitable for small volumes of production, can be used to manufacture
more than 1 kind of product, more flexible, initial capital required is less.
Advantages of Automation
Advantages commonly attributed to automation include higher production rates and increased
productivity, more efficient use of materials, better product quality, improved safety, shorter
workweeks for labour, and reduced factory lead times. Higher output and increased productivity
have been two of the biggest reasons in justifying the use of automation. Despite the claims of
high quality from good workmanship by humans, automated systems typically perform the
manufacturing process with less variability than human workers, resulting in greater control and
consistency of product quality. Also, increased process control makes more efficient use of
materials, resulting in less scrap.
Another benefit of automation is the reduction in the number of hours worked on average per
week by factory workers.
Robots can perform the work of three to five people, depending on the task. In addition to
savings on the cost of labor, energy savings can also be significant due to lower heating
requirements in automated operations. Robots streamline processes and increase part accuracy,
which means minimal material waste for your operation.
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Automated cells remove workers from dangerous tasks. Your employees will thank you for
safeguarding them against the hazards of a factory environment.
Automation can keep your process in-house, improve process control and significantly reduce
lead times compared to outsourcing or going overseas.
4. Faster ROI
Automation solutions are based on your unique needs and goals and pay for themselves quickly
due to lower operating costs, reduced lead times, increased output and more.
Automated cells allow you to decrease cycle times and cost-per-piece while improving quality.
This allows you to better compete on a global scale. Additionally, the flexibility of robots
enables you to retool a cell to exceed the capabilities of your competition.
A robot has the ability to work at a constant speed, unattended, 24/7. That means you’ve got the
potential to produce more. New products can be more quickly introduced into the production
process and new product programming can be done offline with no disruption to existing
processes.
Automated cells typically perform the manufacturing process with less variability than human
workers. This results in greater control and consistency of product quality.
By streamlining equipment and processes, reducing scrap and using less space, automation uses
less energy. Reducing your environmental footprint can save real money.
9. Better planning
Consistent production by robots allows a shop to reliably predict timing and costs. That
predictability permits a tighter margin on most any project.
Automated cells have large amounts of potential capacity concentrated in one compact system.
This allows shops to produce parts in-house that have previously been outsourced.
Robots are designed on compact bases to fit in confined spaces. In addition to being mounted on
the floor, robots can be mounted on walls, ceilings, rail tracks and shelves. They can perform
tasks in confined spaces, saving you valuable floor space.
Productivity will work with you to provide a complete system – hardware, software and controls
included. Your cell will be proven out at Productivity and shipped production-ready – allowing
you to start making parts as soon as it’s installed in your shop.
Over the next three decades, statistics show that more than 76 million baby boomers will retire
and only 46 million new workers will be available to replace them. During this time, your
demand for labor will continue, making automation a real and viable solution.
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Disadvantages of Automation
Automation makes sure the techniques are used effectively in the delivery of products and
services. However, it inherently causes many workers to become unnecessary (especially
unskilled ones) and end up being displaced.
Automation will certainly have substantial negative effects on employment and wages for all
those occupations that do not require particular training or skills. However, many of these
employees could be easily retrained in new jobs, and the impact of this technology on our society
is revolutionary enough to create new opportunities for everyone.
According to the World Bank's World Development Report 2019, the positive economic effects
in terms of new industries and jobs available far outweigh the negative ones, but automation-
based technological unemployment still is a cause for concern.
Despite advances in automation, some manual intervention is always advised, even if the tool
can perform most of the tasks. Automation professionals involved in the creation, application,
and monitoring of such technologies are in high demand.
For example, most manufacturing plants make use of some automated process in the form of
robotic assembly lines. Human input is required only to define the processes and supervise them,
while the assembling of the various components is left to the machines, which automatically
convert raw materials into finished goods.
In the technology domain, the impact of automation is increasing rapidly, both in the
software/hardware and machine layer. The implementation of new artificial intelligence (AI) and
machine learning (ML) technologies is currently skyrocketing the evolution of this field.
Extended automation
In the information technology domain, a software script can test a software product and produce
a report. There are also various software tools available in the market which can generate code
for an application. The users only need to configure the tool and define the process.
From the simplest to the most complex application, automation is present in many forms in our
everyday life. Common examples include household thermostats controlling boilers, the earliest
automatic telephone switchboards, electronic navigation systems, or the most advanced
algorithms behind self-driving cars.
Design automation: For speedy automatic designing and drawing of parts and products.
Home automation - uses a combination of hardware and software technologies that enable
control and management over appliances and devices within a home.
Network automation - the process of automating the configuration, management and operations
of a computer network.
Office automation - involves using computers and software to digitize, store, process and
communicate most routine tasks and processes in a standard office.
Automated website testing - streamlines and standardizes website testing parameters for
configuration changes that occur during the development phase.
Data center automation - enables the bulk of the data center operations to be performed by
software programs. Includes automated system operations, also known as lights-out operations.
Test automation - software code goes through quality assurance (QA) testing automatically by
scripts and other automation tools.
to move parts between the stations. This is an example of fixed automation, since these lines are
typically set up for long production runs, perhaps making millions of product units and running
for several years between changeovers. Each station is designed to perform a specific processing
operation, so that the part or product is constructed stepwise as it progresses along the line. A
raw work part enters at one end of the line, proceeds through each workstation, and emerges at
the other end as a completed product. In the normal operation of the line, there is a work part
being processed at each station, so that many parts are being processed simultaneously and a
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finished part is produced with each cycle of the line. The various operations, part transfers, and
other activities taking place on an automated transfer line must all be sequenced and coordinated
properly for the line to operate efficiently. Modern automated lines are controlled by
programmable logic controllers, which are special computers that facilitate connections with
industrial equipment (such as automated production lines) and can perform the kinds of timing
Automated production lines are utilized in many industries, most notably automotive, where they
are used for processes such as machining and pressworking. Machining is a manufacturing
process in which metal is removed by a cutting or shaping tool, so that the remaining work part
is the desired shape. Machinery and motor components are usually made by this process. In
many cases, multiple operations are required to completely shape the part. If the part is mass-
produced, an automated transfer line is often the most economical method of production.
numbers (and other symbols) that have been coded on punched paper tape or an alternative
storage medium. The initial application of numerical control was in the machine tool industry, to
control the position of a cutting tool relative to the work part being machined. The NC part
program represents the set of machining instructions for the particular part. The coded numbers
in the program specify x-y-z coordinates in a Cartesian axis system, defining the various
positions of the cutting tool in relation to the work part. By sequencing these positions in the
program, the machine tool is directed to accomplish the machining of the part. A position
feedback control system is used in most NC machines to verify that the coded instructions have
Today a small computer is used as the controller in an NC machine tool, and the program is
actuated from computer memory rather than punched paper tape. However, initial entry of the
program into computer memory is often still accomplished using punched tape. Since this form
CNC. Another variation in the implementation of numerical control involves sending part
programs over telecommunications lines from a central computer to individual machine tools in
the factory, thus eliminating the use of the punched tape altogether. This form of numerical
Assembly operations have traditionally been performed manually, either at single assembly
workstations or on assembly lines with multiple stations. Owing to the high labour content and
high cost of manual labour, greater attention has been given in recent years to the use of
automation for assembly work. Assembly operations can be automated using production line
principles if the quantities are large, the product is small, and the design is simple (e.g.,
mechanical pencils, pens, and cigarette lighters). For products that do not satisfy these
Today most robots are used in manufacturing operations; the applications can be divided into
three categories: (1) material handling, (2) processing operations, and (3) assembly and
inspection.
Materials handling, applications include material transfer and machine loading and unloading.
Material-transfer applications require the robot to move materials or work parts from one
location to another. Many of these tasks are relatively simple, requiring robots to pick up parts
from one conveyor and place them on another. Other transfer operations are more complex, such
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as placing parts onto pallets in an arrangement that must be calculated by the robot. Machine
loading and unloading operations utilize a robot to load and unload parts at a production
machine. This requires the robot to be equipped with a gripper that can grasp parts. Usually the
In robotic processing operations, the robot manipulates a tool to perform a process on the work
part. Examples of such applications include spot welding, continuous arc welding, and spray
painting. Spot welding of automobile bodies is one of the most common applications of
industrial robots in the United States. The robot positions a spot welder against the automobile
panels and frames to complete the assembly of the basic car body. Arc welding is a continuous
process in which the robot moves the welding rod along the seam to be welded. Spray painting
involves the manipulation of a spray-painting gun over the surface of the object to be coated.
Other operations in this category include grinding, polishing, and routing, in which a rotating
The third application area of industrial robots is assembly and inspection. The use of robots in
assembly is expected to increase because of the high cost of manual labour common in these
operations. Since robots are programmable, one strategy in assembly work is to produce multiple
product styles in batches, reprogramming the robots between batches. Inspection is another area
of factory operations in which the utilization of robots is growing. In a typical inspection job, the
robot positions a sensor with respect to the work part and determines whether the part is
machine tools are linked together by a material-handling system, and all aspects of the system
line by its ability to process more than one product style simultaneously. At any moment, each
machine in the system may be processing a different part type. An FMS can also cope with
changes in product mix and production schedule as demand patterns for the different products
made on the system change over time. New product styles can be introduced into production
with an FMS, so long as they fall within the range of products that the system is designed to
process. This kind of system is therefore ideal when demand for the products is low to medium
The components of an FMS are (1) processing machines, which are usually CNC machine tools
that perform machining operations, although other types of automated workstations such as
inspection stations are also possible, (2) a material-handling system, such as a conveyor system,
which is capable of delivering work parts to any machine in the FMS, and (3) a central computer
system that is responsible for communicating NC part programs to each machine and for
coordinating the activities of the machines and the material-handling system. In addition, a
fourth component of an FMS is human labour. Although the flexible manufacturing system
represents a high level of production automation, people are still needed to manage the system,
load and unload parts, change tools, and maintain and repair the equipment.
manufacturing process. Although other automated systems are typically controlled by computer,
the term computer process control is generally associated with continuous or semicontinuous
production operations involving materials such as chemicals, petroleum, foods, and certain basic
metals. In these operations the products are typically processed in gas, liquid, or powder form to
facilitate flow of the material through the various steps of the production cycle. In addition, these
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products are usually mass-produced. Because of the ease of handling the product and the large
volumes involved, a high level of automation has been accomplished in these industries.
The modern computer process control system generally includes the following: (1) measurement
of important process variables such as temperature, flow rate, and pressure, (2) execution of
some optimizing strategy, (3) actuation of such devices as valves, switches, and furnaces that
enable the process to implement the optimal strategy, and (4) generation of reports to
management indicating equipment status, production performance, and product quality. Today
computer process control is applied to many industrial operations, two of which are described
below.
An example of computer process control in the metals industry is the rolling of hot metal ingots
into final shapes such as coils and strips. This was first done in the steel industry, but similar
processing is also accomplished with aluminum and other metals. In a modern steel plant, hot-
rolling is performed under computer control. The rolling process involves the forming of a large,
hot metal billet by passing it through a rolling mill consisting of one or more sets of large
cylindrical rolls that squeeze the metal and reduce its cross section. Several passes are required to
reduce the ingot gradually to the desired thickness. Sensors and automatic instruments measure
the dimensions and temperature of the ingot after each pass through the rolls, and the control
computer calculates and regulates the roll settings for the next pass.
Since about 1970 there has been a growing trend in manufacturing firms toward the use of
computers to perform many of the functions related to design and production. The technology
associated with this trend is called CAD/CAM, for computer-aided design and computer-aided
manufacturing. Today it is widely recognized that the scope of computer applications must
extend beyond design and production to include the business functions of the firm. The name
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(CIM).
CAD/CAM is based on the capability of a computer system to process, store, and display large
amounts of data representing part and product specifications. For mechanical products, the data
represent graphic models of the components; for electrical products, they represent circuit
information; and so forth. CAD/CAM technology has been applied in many industries, including
machined components, electronics products, and equipment design and fabrication for chemical
processing. CAD/CAM involves not only the automation of the manufacturing operations but
Computer-aided design (CAD) makes use of computer systems to assist in the creation,
modification, analysis, and optimization of a design. The designer, working with the CAD
system rather than the traditional drafting board, creates the lines and surfaces that form the
object (product, part, structure, etc.) and stores this model in the computer database. By invoking
the appropriate CAD software, the designer can perform various analyses on the object, such as
heat transfer calculations. The final object design is developed as adjustments are made on the
basis of these analyses. Once the design procedure has been completed, the computer-aided
design system can generate the detailed drawings required to make the object.
Computer-aided manufacturing (CAM) involves the use of computer systems to assist in the
direct or indirect connections between the computer and production operations. In the case of the
direct connection, the computer is used to monitor or control the processes in the factory.
Computer process monitoring involves the collection of data from the factory, the analysis of the
measures increase the efficiency of plant operations. Computer process control entails the use of
the computer system to execute control actions to operate the plant automatically, as described
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above. Indirect connections between the computer system and the process involve applications in
which the computer supports the production operations without actually monitoring or
controlling them. These applications include planning and management functions that can be
performed by the computer (or by humans working with the computer) more efficiently than by
humans alone. Examples of these functions are planning the step-by-step processes for the
product, part programming in numerical control, and scheduling the production operations in the
factory.
Computer-integrated manufacturing includes all the engineering functions of CAD/CAM and the
business functions of the firm as well. These business functions include order entry, cost
accounting, employee time records and payroll, and customer billing. In an ideal CIM system,
computer technology is applied to all the operational and information-processing functions of the
company, from customer orders through design and production (CAD/CAM) to product
shipment and customer service. The scope of the computer system includes all activities that are
concerned with manufacturing. In many ways, CIM represents the highest level of automation in
manufacturing.
consumer products. Some of the more significant applications are described in this section.
IX. Communications
One of the earliest practical applications of automation was in telephone switching. The first
switching machines, invented near the end of the 19th century, were simple mechanical switches
that were remotely controlled by the telephone user pushing buttons or turning a dial on the
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phone. Modern electronic telephone switching systems are based on highly sophisticated digital
computers that perform functions such as monitoring thousands of telephone lines, determining
which lines require service, storing the digits of each telephone number as it is being dialed,
setting up the required connections, sending electrical signals to ring the receiver’s phone,
monitoring the call during its progress, and disconnecting the phone when the call is completed.
These systems also are used to time and bill toll calls and to transmit billing information and
other data relative to the business operations of the phone company. In addition to the various
functions mentioned, the newest electronic systems automatically transfer calls to alternate
numbers, call back the user when busy lines become free, and perform other customer services in
response to dialed codes. These systems also perform function tests on their own operations,
diagnose problems when they arise, and print out detailed instructions for repairs.
communications satellites, and automated mail-sorting machines. A local area network (LAN)
operates like an automated telephone company within a single building or group of buildings.
Local area networks are generally capable of transmitting not only voice but also digital data
between terminals in the system. Communications satellites have become essential for
communicating telephone or video signals across great distances. Such communications would
not be possible without the automated guidance systems that place and retain the satellites in
predetermined orbits. Automatic mail-sorting machines have been developed for use in many
post offices throughout the world to read codes on envelopes and sort the envelopes according to
destination.
The technology of automation has evolved from the related field of mechanization, which had its
beginnings in the Industrial Revolution. Mechanization refers to the replacement of human (or
animal) power with mechanical power of some form. The driving force behind mechanization
has been humankind’s propensity to create tools and mechanical devices. Some of the important
Early developments
The first tools made of stone represented prehistoric man’s attempts to direct his own physical
strength under the control of human intelligence. Thousands of years were undoubtedly required
for the development of simple mechanical devices and machines such as the wheel, the lever,
and the pulley, by which the power of human muscle could be magnified. The next extension
was the development of powered machines that did not require human strength to operate.
Examples of these machines include waterwheels, windmills, and simple steam-driven devices.
More than 2,000 years ago the Chinese developed trip-hammers powered by flowing water and
waterwheels. The early Greeks experimented with simple reaction motors powered by steam.
The mechanical clock, representing a rather complex assembly with its own built-in power
source (a weight), was developed about 1335 in Europe. Windmills, with mechanisms for
automatically turning the sails, were developed during the Middle Ages in Europe and the
Middle East. The steam engine represented a major advance in the development of powered
machines and marked the beginning of the Industrial Revolution. During the two centuries since
the introduction of the Watt steam engine, powered engines and machines have been devised that
obtain their energy from steam, electricity, and chemical, mechanical, and nuclear sources.
Each new development in the history of powered machines has brought with it an increased
requirement for control devices to harness the power of the machine. The earliest steam engines
required a person to open and close the valves, first to admit steam into the piston chamber and
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then to exhaust it. Later a slide valve mechanism was devised to automatically accomplish these
functions. The only need of the human operator was then to regulate the amount of steam that
controlled the engine’s speed and power. This requirement for human attention in the operation
of the steam engine was eliminated by the flying-ball governor. Invented by James Watt in
England, this device consisted of a weighted ball on a hinged arm, mechanically coupled to the
output shaft of the engine. As the rotational speed of the shaft increased, centrifugal force caused
the weighted ball to be moved outward. This motion controlled a valve that reduced the steam
being fed to the engine, thus slowing the engine. The flying-ball governor remains an elegant
early example of a negative feedback control system, in which the increasing output of the
operating level for a system. A common example of a feedback control system is the thermostat
used in modern buildings to control room temperature. In this device, a decrease in room
temperature causes an electrical switch to close, thus turning on the heating unit. As room
temperature rises, the switch opens and the heat supply is turned off. The thermostat can be set to
Another important development in the history of automation was the Jacquard loom (see
photograph ), which demonstrated the concept of a programmable machine. About 1801 the
complex patterns in textiles by controlling the motions of many shuttles of different coloured
threads. The selection of the different patterns was determined by a program contained in steel
cards in which holes were punched. These cards were the ancestors of the paper cards and tapes
that control modern automatic machines. The concept of programming a machine was further
developed later in the 19th century when Charles Babbage, an English mathematician, proposed
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a complex, mechanical “analytical engine” that could perform arithmetic and data processing.
Although Babbage was never able to complete it, this device was the precursor of the modern
Modern developments
A number of significant developments in various fields have occurred during the 20th century:
the digital computer, improvements in data-storage technology and software to write computer
programs, advances in sensor technology, and the derivation of a mathematical control theory.
Development of the electronic digital computer (the ENIAC [Electronic Numerical Integrator
and Computer] in 1946 and UNIVAC I [Universal Automatic Computer] in 1951) has permitted
the control function in automation to become much more sophisticated and the associated
calculations to be executed much faster than previously possible. The development of integrated
circuits in the 1960s propelled a trend toward miniaturization in computer technology that has
led to machines that are much smaller and less expensive than their predecessors yet are capable
of performing calculations at much greater speeds. This trend is represented today by the
microprocessor, a miniature multicircuited device capable of performing all the logic and
Along with the advances in computer technology, there have been parallel improvements in
program storage technology for containing the programming commands. Modern storage media
include magnetic tapes and disks, magnetic bubble memories, optical data storage read by lasers,
been made in the methods of programming computers (and other programmable machines).
Modern programming languages are easier to use and are more powerful in their data-processing
Advances in sensor technology have provided a vast array of measuring devices that can be used
as components in automatic feedback control systems. These devices include highly sensitive
electromechanical probes, scanning laser beams, electrical field techniques, and machine vision.
Some of these sensor systems require computer technology for their implementation. Machine
vision, for example, requires the processing of enormous amounts of data that can be
sensory capability for various industrial tasks, such as part identification, quality inspection, and
robot guidance.
Finally, there has evolved since World War II a highly advanced mathematical theory of control
systems. The theory includes traditional negative feedback control, optimal control, adaptive
control, and artificial intelligence. Traditional feedback control theory makes use of linear
most processes are more complex than the flying-ball governor, they still obey the same laws of
physics that are described by differential equations. Optimal control theory and adaptive control
theory are concerned with the problem of defining an appropriate index of performance for the
process of interest and then operating it in such a manner as to optimize its performance. The
difference between optimal and adaptive control is that the latter must be implemented under
References:
1. https://www.techopedia.com/definition/32099/automation
2. https://www.ibm.com/topics/automation
3. https://www.britannica.com/technology/automation
4.