Project Management Institute
    Automation Systems Specific Interest Group

 
 
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What Do We Mean When We Say "Automation Systems?"

Automation Systems Today
Today, there are several levels of automation out there. Although it has received definition by many, its
attributes and aspects continue to change. For the time being, however, for the sake of defining what we mean in automation systems, we shall attempt to plagarize those before us who have pioneered us to this point.

There was a time when the competitive struggles for industrial survival took place within a country's borders. Worldwide barriers to transportation, communication, and trade provided a measure of insulation between a country's industries and their foreign competitors. Even more important was the financial and technological advantage possessed by a privileged few industrialized nations that seem impregnable to the leaders of industries of less developed nations. But the luxuries wrought for the rich nations by these competitive barriers have become their weaknesses - the chinks in the armor that formerly protected them from industrial competition. High wage rates, inefficient management, and obsolete factories are among these luxuries, which have allowed hungrier competition to break down the barriers and seize markets using low wages, determined management, and new factories that employ some of the latest technology developed by the very countries that are under economic seige.

The United States of America has seen its position as world manufacturing leader under serious question in the decades of the 1970s and 1980s. Some have seen robotics as a possible savior to reverse the trend. Others have despaired that even robotics will not impede what they consider to be the inevitable demise of the industrial colossus that has been the United States. However, toward the end of the decade of the 1980s, some rays of hope began to shine through.

Despite intense wage rate competition and the commitment to quality of such industrialized countries as Japan, the United States has a tremendous advantage over other countries in manufacturing. This advantage is the presence of a very large and ready domestic market for its products. Canada possesses nearly the same advantage as the United States because of its own market and proximity and excellent relationship with the large market of its neighbor to the south. Europe is seeking a similar advantage of its own by creating the European Common Market. The combined economies of the countries of Europe make up a large and powerful market base on which to build volume production with the associated economies of scale that U.S. industries have enjoyed.

For those industries that qualify, automation offers opportunities for quantum advances in productivity efficiency. - the kind of advances necessary to reverse trends, recapture markets, and break free from old constrictive ways. Automation is certainly not new, and in a broad sense it can be traced back to the Industrial Revolution when machines first began to multiply vastly the productive capability of workers. The history of automation, however, has not been characterized by a steady progression; instead, it has been a series of breakthroughs. One breakthrough was interchangeable manufacture; another was Henry Ford's assembly lines. One that is currently upon us a combination of robots, mechanized automation, integrated enterprise systems and business process engineering combined in various ways to yield above average results.

Regarding robots, they themselves are not the breakthrough, but are a product or result of the breakthrough. Robots have become the standard bearers of the current industrial automation movement and deserve the attention of any automation engineer who is involved in discrete-item manufacturing. The enterprise systems that have been developed in the automation of manufacturing facilities has now spilled out into many industies. An example of this is SAP.

SAP originated in manufacturing in order to assist in automating and expediting processes. The leap of R/2 (mainframe and funtional oriented) to R/3 (client-server and business process oriented) allowed tremendous progress in expanding this manufacturing "automation tool" to have a broader application to overall industries. This has resulted in an explosion in SAP R/3 enterprise systems and some of its lesser competitors (Baan, etc.) to become the standard bearers for automation of businesses in ways not before contemplated, especially in a fully integrated way. On top of all of this, was the requirement to "reengineer" the workplace through business process engineering. This is a requirement in order to implement any enterprise system (using client-servers that needs business processes clearly defined and modeled in order to operate successfully and produce the expected results).

Labor's Role in Automation
Automation certainly is not the only way to break out of constricting environments. When the chips are down, the response of labor has been remarkable. Demands for higher wages formerly seemed almost insatiable. In the United States, the labor leaders of the 1960s would have been incredulous had they been afforded a glimpse of the wage and benefits concessions made by labor unions in the 1980s.

In recent years it has sometimes appeared that labor has more determination to meet world competition than does management. In the 1980s and early 1990s large U.S. companies have become bankrupt or suffered severe cutbacks in operations or corporate mission. These cutbacks have resulted in numerous plant closings, sometimes accompanied by severe hardship, especially in small towns in which the plant was the major employer. So determined are labor and local management in these crises, that, in some cases, employee groups have mounted drives to buy the facility from the parent company and continue operations.

Another weapon that is being used as a competitive weapon is participative management. The first arena for the display of this weapon was product quality, and the most popular term describing participative management is still "quality circles."


Using the PERA (Purdue Enterprise Reference Architecture) for examples of automation system levels:

  • developed by major industries and academia
  • PERA is the basis for ANSI ISA SP-95.01 (the open architecture standard for information flow in Manufacturing Enterprises)
  • PERA is proposed as an international standard
  • PERA is designed for process, manufacturing and service industries
  • PERA provides full alignment between business, human, and technological requirements
  • Visit the PERA web site

We look at the following:

An Enterprise Consists of 3 Major Components
Enterprise PHYSICAL Systems & Facilities, PEOPLE (human), and Enterprise LOGICAL (Information Systems)
The Levels of Automation in Automation Systems - Integrated Enterprise LOGICAL Systems


 

 

 
©2009 PMI® Automation Systems Specific Interest Group