Introduction into Automation

E. Yazan M. Al Rawashdeh
2009-2010
Automation Lab Manual by: E. Yazan Mohammad Al-Rawashdeh 2009-2010 Page 2

What is Automation?
Automation is the use of control systems (such
as numerical control, programmable logic
control, and other industrial control systems), in
concert with other applications of information
technology (such as computer-aided
technologies [CAD, CAM, CAx]), to control
industrial machinery and processes, reducing
the need for human intervention. In the scope
of industrialization, automation is a step
beyond mechanization. Whereas mechanization
provided human operators with machinery to
assist them with the muscular requirements of
work, automation greatly reduces the need for
human sensory and mental requirements as
well. Processes and systems can also be
automated.
Automation plays an increasingly important role
in the global economy and in daily experience.
Engineers strive to combine automated devices
with mathematical and organizational tools to
create complex systems for a rapidly expanding
range of applications and human activities.
Many roles for humans in industrial processes
presently lie beyond the scope of automation.
Human-level pattern recognition, language
recognition, and language production ability are
well beyond the capabilities of modern
mechanical and computer systems. Tasks
requiring subjective assessment or synthesis of
complex sensory data, such as scents and
sounds, as well as high-level tasks such as
strategic planning, currently require human
expertise. In many cases, the use of humans is
more cost-effective than mechanical
approaches even where automation of
industrial tasks is possible.
Specialized hardened computers, referred to as
programmable logic controllers (PLCs), are
frequently used to synchronize the flow of
inputs from (physical) sensors and events with
the flow of outputs to actuators and events.
This leads to precisely controlled actions that
permit a tight control of almost any industrial
process.
Human-machine interfaces (HMI) or computer
human interfaces (CHI), formerly known as
man-machine interfaces, are usually employed
to communicate with PLCs and other
computers, such as entering and monitoring
temperatures or pressures for further
automated control or emergency response.
Service personnel who monitor and control
these interfaces are often referred to as
stationary engineers.
Automations Impact
Automation has had a notable impact in a wide
range of highly visible industries beyond
manufacturing. Once-ubiquitous telephone
operators have been replaced largely by
automated telephone switchboards and
answering machines. Medical processes such as
primary screening in electrocardiography or
radiography and laboratory analysis of human
genes, sera, cells, and tissues are carried out at
much greater speed and accuracy by automated
systems. Automated teller machines have
reduced the need for bank visits to obtain cash
and carry out transactions. In general,
automation has been responsible for the shift in
the world economy from agrarian to industrial
in the 19th century and from industrial to
services in the 20th century.
The widespread impact of industrial automation
raises social issues, among them its impact on
employment. Historical concerns about the
effects of automation date back to the
beginning of the industrial revolution, when a
social movement of English textile machine
operators in the early 1800s known as the
Luddites protested against Jacquard's
automated weaving looms often by
destroying such textile machines that they
felt threatened their jobs. One author made the
following case. When automation was first
introduced, it caused widespread fear. It was
Automation Lab Manual by: E. Yazan Mohammad Al-Rawashdeh 2009-2010 Page 3

thought that the displacement of human
operators by computerized systems would lead
to severe unemployment.
Critics of automation contend that increased
industrial automation causes increased
unemployment; this was a pressing concern
during the 1980s. One argument claims that this
has happened invisibly in recent years, as the
fact that many manufacturing jobs left the
United States during the early 1990s was offset
by a one-time massive increase in IT jobs at the
same time. Some authors argue that the
opposite has often been true, and that
automation has led to higher employment.
Under this point of view, the freeing up of the
labor force has allowed more people to enter
higher skilled managerial as well as specialized
consultant/contractor jobs (like crypto-
graphers), which are typically higher paying.
One odd side effect of this shift is that
"unskilled labor" is in higher demand in many
first-world nations, because fewer people are
available to fill such jobs.
At first glance, automation might appear to
devalue labor through its replacement with
less-expensive machines; however, the overall
effect of this on the workforce as a whole
remains unclear. Today automation of the
workforce is quite advanced, and continues to
advance increasingly more rapidly throughout
the world and is encroaching on ever more
skilled jobs, yet during the same period the
general well-being and quality of life of most
people in the world (where political factors
have not muddied the picture) have improved
dramatically. What role automation has played
in these changes has not been well studied.
Advantages and Disadvantages
The main advantages of automation are:
Replacing human operators in tedious
tasks.
Replacing humans in tasks that should
be done in dangerous environments
(i.e. fire, space, volcanoes, nuclear
facilities, under the water, etc)
Making tasks that are beyond the
human capabilities such as handling too
heavy loads, too large objects, too hot
or too cold substances or the
requirement to make things too fast or
too slow.
Economy improvement. Sometimes and
some kinds of automation implies
improves in economy of enterprises,
society or most of humankind. For
example, when an enterprise that has
invested in automation technology
recovers its investment; when a state or
country increases its income due to
automation like Germany or Japan in
the 20th Century or when the
humankind can use the internet which
in turn use satellites and other
automated engines.
The main disadvantages of automation are:
Technology limits. Nowadays tech-
nology is not able to automate all the
desired tasks.
Unpredictable development costs. The
research and development cost of
automating a process is difficult to
predict accurately beforehand. Since
this cost can have a large impact on
profitability, it's possible to finish
automating a process only to discover
that there's no economic advantage in
doing so.
Initial costs are relatively high. The
automation of a new product required a
huge initial investment in comparison
with the unit cost of the product,
although the cost of automation is
spread in many product batches. The
automation of a plant required a great
initial investment too, although this
cost is spread in the products to be
produced.
Automation Lab Manual by: E. Yazan Mohammad Al-Rawashdeh 2009-2010 Page 4

Essence of Automation
Control systems
Industrialization
Numerical control
Robotics
Control Systems
A control system is a device or set of devices to
manage, command, direct or regulate the
behavior of other devices or systems.
There are two common classes of control
systems, with many variations and
combinations: logic or sequential controls, and
feedback or linear controls. There is also fuzzy
logic, which attempts to combine some of the
design simplicity of logic with the utility of
linear control. Some devices or systems are
inherently not controllable.
The term "control system" may be applied to
the essentially manual controls that allow an
operator to, for example, close and open a
hydraulic press, where the logic requires that it
cannot be moved unless safety guards are in
place.
An automatic sequential control system may
trigger a series of mechanical actuators in the
correct sequence to perform a task. For
example various electric and pneumatic
transducers may fold and glue a cardboard box,
fill it with product and then seal it in an
automatic packaging machine.
In the case of linear feedback systems, a control
loop, including sensors, control algorithms and
actuators, is arranged in such a fashion as to try
to regulate a variable at a set point or reference
value. An example of this may increase the fuel
supply to a furnace when a measured
temperature drops. PID controllers are common
and effective in cases such as this. Control
systems that include some sensing of the results
they are trying to achieve are making use of
feedback and so can, to some extent, adapt to
varying circumstances. Open-loop control
systems do not directly make use of feedback,
but run only in pre-arranged ways.
Logic Control
Pure logic control systems were historically
implemented by electricians with networks of
relays, and designed with a notation called
ladder logic. Today, most such systems are
constructed with programmable logic devices.
Logic controllers may respond to switches, light
sensors, pressure switches etc and cause the
machinery to perform some operation. Logic
systems are used to sequence mechanical
operations in many applications. Examples
include elevators, washing machines and other
systems with interrelated stop-go operations.
Logic systems are quite easy to design, and can
handle very complex operations. Some aspects
of logic system design make use of Boolean
logic.
On-Off Control
For example, a thermostat is a simple negative-
feedback control: when the temperature (the
"measured variable" or MV) goes below a set
point (SP), the heater is switched on. Another
example could be a pressure switch on an air
compressor: when the pressure (MV) drops
below the threshold (SP), the pump is powered.
Refrigerators and vacuum pumps contain
similar mechanisms operating in reverse, but
still providing negative feedback to correct
errors.
Simple onoff feedback control systems like
these are cheap and effective. In some cases,
like the simple compressor example, they may
represent a good design choice. In most
applications of onoff feedback control, some
consideration needs to be given to other costs,
Automation Lab Manual by: E. Yazan Mohammad Al-Rawashdeh 2009-2010 Page 5

such as wear and tear of control valves and
maybe other start-up costs when power is
reapplied each time the MV drops. Therefore,
practical onoff control systems are designed to
include hysteresis, usually in the form of a dead
band, a region around the set point value in
which no control action occurs. The width of
dead band may be adjustable or programmable.
Linear Control
Linear control systems use linear negative
feedback to produce a control signal
mathematically based on other variables, with a
view to maintaining the controlled process
within an acceptable operating range.
The output from a linear control system into the
controlled process may be in the form of a
directly variable signal, such as a valve that may
be 0 or 100% open or anywhere in between.
Sometimes this is not feasible and so, after
calculating the current required corrective
signal, a linear control system may repeatedly
switch an actuator, such as a pump, motor or
heater, fully on and then fully off again,
regulating the duty cycle using pulse-width
modulation.
Proportional control
When controlling the temperature of an
industrial furnace, it is usually better to control
the opening of the fuel valve in proportion to
the current needs of the furnace. This helps
avoid thermal shocks and applies heat more
effectively.
Proportional negative-feedback systems are
based on the difference between the required
set point (SP) and measured value (MV) of the
controlled variable. This difference is called the
error. Power is applied in direct proportion to
the current measured error, in the correct
sense so as to tend to reduce the error (and so
avoid positive feedback). The amount of
corrective action that is applied for a given error
is set by the gain or sensitivity of the control
system.
At low gains, only a small corrective action is
applied when errors are detected: the system
may be safe and stable, but may be sluggish in
response to changing conditions; errors will
remain uncorrected for relatively long periods
of time: it is over-damped. If the proportional
gain is increased, such systems become more
responsive and errors are dealt with more
quickly. There is an optimal value for the gain
setting when the overall system is said to be
critically damped. Increases in loop gain beyond
this point will lead to oscillations in the MV;
such a system is under-damped.
Under-damped furnace example
In the furnace example, suppose the
temperature is increasing towards a set point at
which, say, 50% of the available power will be
required for steady-state. At low temperatures,
100% of available power is applied. When the
MV is within, say 10 of the SP the heat input
begins to be reduced by the proportional
controller. (Note that this implies a 20
"proportional band" (PB) from full to no power
input, evenly spread around the setpoint value).
At the setpoint the controller will be applying
50% power as required, but stray stored heat
within the heater sub-system and in the walls of
the furnace will keep the measured
temperature rising beyond what is required. At
10 above SP, we reach the top of the
proportional band (PB) and no power is applied,
but the temperature may continue to rise even
further before beginning to fall back. Eventually
as the MV falls back into the PB, heat is applied
again, but now the heater and the furnace walls
are too cool and the temperature falls too low
before its fall is arrested, so that the oscillations
continue.
Over-damped furnace example
The temperature oscillations that an under-
damped furnace control system produces are
Automation Lab Manual by: E. Yazan Mohammad Al-Rawashdeh 2009-2010 Page 6

unacceptable for many reasons, including the
waste of fuel and time (each oscillation cycle
may take many minutes), as well as the
likelihood of seriously overheating both the
furnace and its contents.
Suppose that the gain of the control system is
reduced drastically and it is restarted. As the
temperature approaches, say 30 below SP (60
proportional band or PB now), the heat input
begins to be reduced, the rate of heating of the
furnace has time to slow and, as the heat is still
further reduced, it eventually is brought up to
set point, just as 50% power input is reached
and the furnace is operating as required. There
was some wasted time while the furnace crept
to its final temperature using only 52% then
51% of available power, but at least no harm
was done. By carefully increasing the gain (i.e.
reducing the width of the PB) this over-damped
and sluggish behavior can be improved until the
system is critically damped for this SP
temperature. Doing this is known as 'tuning' the
control system. A well-tuned proportional
furnace temperature control system will usually
be more effective than on-off control, but will
still respond slower than the furnace could
under skillful manual control.
PID control
Apart from sluggish performance to avoid
oscillations, another problem with proportional-
only control is that power application is always
in direct proportion to the error. In the example
above we assumed that the set temperature
could be maintained with 50% power. What
happens if the furnace is required in a different
application where a higher set temperature will
require 80% power to maintain it? If the gain
was finally set to a 50 PB, then 80% power will
not be applied unless the furnace is 15 below
set point, so for this other application the
operators will have to remember always to set
the set point temperature 15 higher than
actually needed. This 15 figure is not
completely constant either: it will depend on
the surrounding ambient temperature, as well
as other factors that affect heat loss from or
absorption within the furnace.
To resolve these two problems, many feedback
control schemes include mathematical ext-
ensions to improve performance. The most
common extensions lead to proportional-
integral-derivative control, or PID control
(pronounced pee-eye-dee).
Fuzzy Logic
Fuzzy logic is an attempt to get the easy design
of logic controllers and yet control con-
tinuously-varying systems. Basically, a measure-
ment in a fuzzy logic system can be partly true,
that is if yes is 1 and no is 0, a fuzzy
measurement can be between 0 and 1.
The rules of the system are written in natural
language and translated into fuzzy logic. For
example, the design for a furnace would start
with: "If the temperature is too high, reduce the
fuel to the furnace. If the temperature is too
low, increase the fuel to the furnace."
Measurements from the real world (such as the
temperature of a furnace) are converted to
values between 0 and 1 by seeing where they
fall on a triangle. Usually the tip of the triangle
is the maximum possible value which translates
to "1."
Fuzzy logic then modifies Boolean logic to be
arithmetical. Usually the "not" operation is
"output = 1 - input," the "and" operation is
"output = input.1 multiplied by input.2," and
"or" is "output = 1 - ((1 - input.1) multiplied by
(1 - input.2))."
The last step is to "defuzzify" an output.
Basically, the fuzzy calculations make a value
between zero and one. That number is used to
select a value on a line whose slope and height
converts the fuzzy value to a real-world output
number. The number then controls real
machinery.
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If the triangles are defined correctly and rules
are right the result can be a good control
system.
When a robust fuzzy design is reduced into a
single, quick calculation, it begins to resemble a
conventional feedback loop solution. For this
reason, many control engineers think one
should not bother with it. However, the fuzzy
logic paradigm may provide scalability for large
control systems where conventional methods
become unwieldy or costly to derive.
Fuzzy electronics is an electronic technology
that uses fuzzy logic instead of the two-value
logic more commonly used in digital electronics.
Reference: Wikipedia, the free encyclopedia.
www.wikipedia.org




































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Notes: