November 9, 2009

Exceptional Opportunities in Process Control - Articles and Books

By Greg McMillan

After all is said and done, articles and books have been the main method of advancing and sharing the technology for industrial process control.

I don't know of an undergraduate degree in process automation. Chemical, electrical, mechanical, and systems engineering programs offer an undergraduate course or two on process control. However, the typical university control course needs to spend most of the time on Laplace transforms, frequency response, and state-space to provide a theoretical understanding and groundwork for graduate courses. Outside of chemical engineering the focus is more on set point response and signal noise for servo mechanism and aerospace control. Consequently, the student doesn't learn about the critical characteristics of control for the process industry where nonlinearities, deadtime, valve stick-slip, unmeasured load disturbances, and incredibly long time frames are the cause of most tuning and control loop performance problems. Throw into the mix the unknown features of proprietary PID algorithms, and you have a script for islands of expertise. I personally like tropical islands so maybe this is OK. I could retire to one and conduct web based courses instead of doing cross word puzzles.

Courses may not be the whole answer considering that more than 80% of the details presented are forgotten. The PowerPoint slides often don't tell the real story. In my days, professors used the chalk board with only passing references to a book so my only record of knowledge is in notes long gone. Maybe the best way to make courses have a greater long term value is by providing labs for hands-on learning and refresher exercises, key memorable concepts, and resources for reference and further investigation. Audio should be combined with the presentation as exemplified by the slidecast of my Boston ISA presentation Exceptional Process Control Opportunities.

Considering that people don't have time to read books maybe courses and seminars and the structure of books themselves could provide better direction to areas of specific interest to solve problems. This is an argument for electronic books with interactive queries and demos.

For process automation, the articles and books written by practitioners are our best way of capturing and advancing the technology. Unfortunately users are not given the time or priority to write and most companies are reluctant to disclose information that could be considered to provide a competitive advantage for manufacturing. Consequently, suppliers of automation systems and services write most of the magazine articles and books on the practical application of process control. University professors write most of the journal articles and technical conference papers on the theoretical advancements in process control. The two groups don't talk much to each other. The use of industrial control systems for labs is one glimmering area of hope for the meeting of minds from universities and industry (see my last entry on "Exceptional Opportunities in Process Control - Expertise Development" and the June 1, 2009 entry "What I have Learned? - Bridging the Gap between Universities and Industry").

For me writing books was a way of organizing and expanding knowledge gained on the job. I found it allowed me to put technologies to bed (at least temporarily) so I could clear my head for the next area of expertise. My serious technical books in order of oldest to most recent publication date are: Axial and Centrifugal Compressor Control, Biochemical Measurement and Control, Continuous Control Techniques for Distributed Control Systems, Tuning and Control Loop Performance, Advanced Temperature Measurement and Control, Process/Industrial Instruments and Controls Handbook, Good Tuning - A Pocket Guide, Advanced pH Measurement and Control, Advanced Control Unleashed, Models Unleashed, New Directions in Bioprocess Modeling and Control, and The Essentials of Modern Measurements and Final Elements. My favorite book, which is a mostly serious collection of case histories written in a humorous way, is A Funny Thing Happened on the Way to the Control Room. My mostly humorous books in order of oldest to most recent publication date are: How to Become an Instrument Engineer - The Making of a Prima Donna, Logical Thoughts at 4:00 am, How to Become an Instrument Engineer - Part 1.523, Dispersing Heat Through Conviction, The Life and Times of an Automation Professional - an Illustrated Guide, and The Funnier Side of Retirement for Engineers and People of the Technical Persuasion. The last two books were written solely for comic relief.

While I had to largely write the books on my own time (except for the last serious one), the companies I worked for were supportive in terms of approval and recognition. In the end I expect books helped me along with my heroes Shinskey and Liptak to be the first group of inductees into Control magazine's Process Control Hall of Fame.

I think the following message titled "Why Books" from Ted Stillwell who is of the same vintage as me concisely offers "memories of the way we were."

Because I learned process control on the job books provided the only formal learning environment. Starting with the first treatment plant, with a control panel that would not fit through the door, I began my knowledge quest about instruments and process control. Chemical Engineering published Process Automation a 14-Part Series. My first book purchase was Liptaks' Instrument Engineers' Handbook that I read commuting back and forth to the office. The process control companies offered a great training ground for young engineers. Highly experienced application specialists at these companies wrote most of the articles and books on process control. I have five books by Shinskey, the most recent being Feedback Controllers for the Process Industries (McGraw-Hill 1994).




October 23, 2009

Exceptional Opportunities in Process Control - Expertise Development

By Greg McMillan

Before my talk at the Boston ISA section meeting on Oct 20, I had the opportunity to interview Sarah Tremblay and Ted Stillwell, automation engineers for a company that designs water and wastewater treatment systems. Sarah has a degree in mechanical engineering and has been on the job for one month. Ted has over 40 years of experience in the process industry. Like me, Ted started out in construction so he got a lot of first hand experiences on what worked in the field. The interview was an informal discussion for an upcoming Control Talk column on "Expertise Development" probably with a more catchy title such as "The Future is Now."

When I started as an E&I design and construction engineer after graduating with a degree in engineering physics, I went to a 12 week instrument school. One of the attendees at the ISA talk says he knows a company that had a 9 month training program. Such on-the-clock courses and programs are rare. Are we missing the boat? Sarah effectively said "not really" because such an intensive and extended training would not mean much to a new engineer who has not developed a real feel for the job. Sarah is learning by being responsible for small parts of a project. She asks a lot of questions. She visits job sites and goes on panel checkouts with Ted to see how designs translate to actual installations. This is the time honored tradition of how expertise is developed on the job. In 5 to 10 years, you have a proficient engineer. In my case, my development was accelerated by being sent after instrumentation school to E&I field construction for 2 years for the building or renovation and startup of 5 production units. Since sending new engineers to E&I construction is not a widely viable option, what can be done to improve this process?

There are no easy answers. Courses in chemical, electrical, mechanical, and systems engineering should have more emphasis on process measurement and control as practiced in industry. Practitioners (especially recent graduates) should be invited to give guest lectures on case histories of process control improvements and the type of jobs in the process industry. It should be emphasized that regardless of whether the job is in engineering, research, or production, all engineers rely on the automation system to see, analyze, and interact with the process. You need to know how to understand the system's interface and functionality to take full advantage of the systems capability. Process control labs with industrial control systems should be an essential part of this learning experience. Many of the leading universities have taken this approach as described in the June 1, 2009 entry on this web site "What I have Learned? - Bridging the Gap between Universities and Industry."

Sarah made a good point that course labs can be too controlled. The script is fixed and the student doesn't have the opportunity to explore different scenarios and ideas, implying the falsehood that on-the-job situations are typically as uneventful. To help address this issue, I think these labs should be offered as a stand-alone course rather than in addition to a "hands on" experience to demonstrate points in a lecture course. I think the lab should consist of both a physical and a virtual plant for the same unit operation. The virtual plant would allow the student to take the operation and control system to places not practical to achieve because of time and equipment limitations.

This education process needs to ongoing. It should not stop with the new job. Since extended training programs may be too much too soon besides being impractical from a standpoint of cost and time in today's work place, periodic seminars and demonstrations with a virtual plant would seem to be the most effective approach. Case histories and updates on technological advances are essential. The seminars and labs can be conducted via the web if interaction between the presenter and attendee is not sacrificed. Companies need to provide the time and encouragement for ongoing education. The ISA Certification of Automation Professionals (CAP) should be part of the career plan. Participation in ISA should be part of growth process for both the individual and ISA. There should be a company library of the best books on process measurement and control (see next week's entry here for my short list). Users should be encouraged to publish to help solidify their experience and share it with the profession. I always learned something about my application in the process of having to describe the problem, considerations, concept, and solution. See my May 28, 2009 entry "What have I Learned - Writing" on what worked for me. Sarah with a minor in English is ideally situated for this endeavor.

Given that the education process takes years of on-the-job experience it is critical that companies hire new automation engineers now to insure the existing expertise is transferred before the expertise is gone. See my Control Talk Column series "Going, Going, Gone" Part 1 (August), Part 2 (September), and Part 3 (October) for a discussion with some key people from what is probably the best process control group in the USA.

Most of the experienced engineers here in the USA are members of AARP.




April 3, 2009

Books

By Greg McMillan



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The opinions expressed here are the personal opinions of Greg McMillan and Terry Blevins. Content published here is not read or approved by Emerson before it is posted and does not necessarily represent the views and opinions of Emerson. © 2006-2010 Greg McMillan and Terry Blevins. All rights reserved.