PM-BATCH System Overview and Features
PM-BATCH System Overview and Features
System Configuration 2
Operating Principle 3
PM-BATCH
Recipe/Product Data Management,
Job Control
Topology Manager 4
Job Control 6
(only Standard and Professional)
Function Overview 9
(Compact, Standard, Professional)
Edition: 07/01/2000
PM-BATCH System Description
Table of Contents
Table of Contents
1 Overview
Both in the process industry and in the manufacturing • Create and manage recipes, e.g. temperature,
industry, the automation of batch-oriented manufactur- pressure, ingredients and quantities, job list for the
ing procedures for lot or batch products places special scheduling of production jobs (recipe name and set
demands on the planning and control of these quantity)
processes. • Job control for a production unit for the automatic
PM-BATCH provides you with a fully scalable and supply of the automation level with the required set
flexible software system. In the following sections, the data.
term ”recipe” represents the various designations used
in the individual industrial branches.
1 Overview
1.2.1 Independent Production Units When several production units are present, these
operate independent of each other. PM-BATCH ensures
Although a production unit can be built physically from
the parallel supply of the production units with the
several aggregates such as proportioning units, mixers
scheduled production jobs/recipes.
and filling units, at any specific time only a single
production job (corresponding to a recipe) can be
processed in a production unit.
Production line 1
Processed jobs
Planned jobs
+1 Job 102 Marble cake
+2 Job 103 Almond cake
1 Overview
“Professional” “Compact”
. . . . .
Current job Current job Transfer
0 job 101 sponge base 0 job 201 Poppy seed bread
Only one job active: Only one job active: Only one recipe Only
Nur ein
oneRezept
recipe
Job 101 in processing Job 201 in processing in processing ininBearbeitung
processing
1 Overview
Only the PM-BATCH Professional variant supports this PM-BATCH manages the products that are built from
plant configuration. individual subrecipes, and transfers individual
subjobs/subrecipes for the scheduled production jobs
In contrast to the independent production units, every
to the corresponding automation systems. This
aggregate (e.g. proportioning unit/mixer, oven, filling
enables production units to already start with the next
unit) for linked production units is called a production
production job while the down-stream production units
unit. These individual production units are combined in
are still processing the previous production job.
the Topology Manager to form a logical unit (linked) and
called a plant section. A product that consists of several
WinCC +
subrecipes is defined in the recipe system. When a PM-BATCH
production job is created in the job control, the
production job automatically consists of the same
number of subjobs as subrecipes in the product.
Flow of material
1 Overview
Section 1
Section x
Production Production
production units are still processing the previous unit 2 . . . . . . unit y
production job.
Production Production
unit 3 unit z
Job 103: Job 102: Job 101: No job Job 202: Job 201:
Subjob 1 Subjob 2 Subjob 3 scheduled Subjob 2 Subjob 3
in processing in processing in processing pending in processing in processing
Product. Unit: Mixer 1 Product. Unit: Oven 1 Product. Unit: Topping 1 Product. Unit: Mixer 2 Product. Unit: Oven2 Product. Unit:Topping2
Processed subjobs Processed subjobs Processed subjobs Processed sub jobs Processed sub jobs Processed subjobs
-2 Job 101 Sponge base -2 Job 100 Baking 1 -2 Job 201 Mixed dough -2 Job 200 Bake bread 1
-1 Job 102 Sponge base -1 Job 101 Bake sponge -1 Job 100 Choco. Topp. -1 Job 202 Mixed dough 2 -1 Job 201 Bake bread 1 -1 Job 200 Flour
Current subjob Current subjob Current subjob Current subjob Current subjob Current subjob
0 Job 103 Choco. Base 0 Job 102 Bake sponge 0 Job 101 Sponge topp. 0 Job 202 Baking 2 0 Job 201 Sesame seeds
Planned subjobs Planned subjobs Planned subjobs Planned subjobs Planned subjobs Planned subjobs
+1 Job 104 Almond base +1 Job 103 Bake sponge +1 Job 102 Strawberry +1 Job 202 Poppy seeds
+2 Job 104 Baking 2 +2 Job 103 Choco. topp.
Production unit: Production unit: Production unit: Production unit: Production unit:: Production unit:
Mixer 1 Oven 1 Topping 1 Mixer 2 Oven 2 Topping 2
1 Overview
This provides an optimum price/performance ratio for • Copy new job from the processed job (history)
simple applications without job control. • Additional release conditions to load a job using
1 Overview
• Plant configurations:
- multiple independent production units
(refer to Section [Link])
1 Overview
Data Manager
Process bus
2 System Configuration
The PM-BATCH system software can be installed on a A PM-BATCH multi-user system consists of
WinCC single-user system and runs under the
• A PM-BATCH Server (Type S system package)
Windows NT operating system in accordance with the
WinCC specifications. • One or more PM-BATCH client(s) (Type C system
package).
Operating system:
2.2 PM-BATCH Single-User System on a The PM-BATCH Client is installed on the WinCC Client
WinCC Multi-User System and makes no special demands on the WinCC Client
variant (RT/CS system, number of process tags).
The PM-BATCH System software can be installed within
a WinCC multi-user system on the WinCC Server and
runs under the Windows NT operating system in
accordance with the WinCC specifications.
PM-BATCH
Server
Clients
Server
3 Operating Principle
A significant advantage of PM-BATCH lies in the division Setting the operating modes, creation of the topology
into several software modules: parameters and the linking with WinCC tags, etc.
• Topology Manager
• Recipe system
• Job control (processing)
• Job control (visual), only in the ”Standard” and
”Professional” variants.
PM-BATCH
D B
Job control
The engineering normally only needs to be performed
Recipe system
Visual once during the plant design. The configured
parameters are displayed clearly in the topology tree
and in tabular form.
Job control
Processing
Automation system
PM-BATCH WinCC
D B
Recipe request
Job control
(Processing)
Automation system
& &
>1
3 Operating Principle
3.4 Step 3a: Job Control for "Standard" and 3.5 Step 3b: Recipe Transmission for "Compact"
"Professional"
The recipe parameters are transferred to the
The job control consists of the Job Control Processing automation systems on request; the recipe name or the
and Job Control Visual modules . recipe number is specified using a WinCC tag. The
request and the recipe selection can be made directly
The Job Control Processing module runs in the
from the automation system or using a WinCC picture.
background and is responsible for the transfer of the
recipe parameters and for the handshake with the
automation s ystem.
4 Topology Manager
The Topology Manager is used to select the required The wide range of settings for the operating modes for
functionality in the associated application as well as for the subsequent job control permit the adaptation to
the adaptation of PM-BATCH to the physical and different plant configurations:
automation equipment of the plant.
• ...with set quantity
The topology is an image of the plant with all A selection between "set quantity in absolute values"
parameters that can assume various product or recipe- and "set quantity in number of batches" is made in
specific values. These values are written to the the job control.
automation system (PLC) through the transfer of a • Minimum and maximum batch quantities
production job/recipe. The PLC is responsible for The job control monitors the input of the "set quan-
maintaining these setpoints. tity" to these values. The values are apparatus-
The linking of the topology parameters with the specific (fixed) limits within which the recipe-specific
corresponding WinCC tags is made in the topology. (soft) limits ("maximum and minimum production
quantity per batch") can be configured in the recipe
The "topology assistant" guides the user through the system.
creation of a new plant. The configured parameters are
• Individually transfer a parameter record to the PLC
displayed as a clear tree structure in the main window.
for each calculated batch
Detailed information can be displayed at any time using
The job control uses the "set quantity" and the
the appropriate tables. The "ToDo" list (list of open
"maximum production batch quantity" to divide a
items) that the topology assistant automatically creates
job2) or subjob 3) into several batches and transfers
and monitors can be used at any time to provide an
these successively to the automation systems.
optimum overview of the tasks to be performed.
• Calculations for remaining product quantity
A remaining product quantity can also be specified
1) Standard and Professional in the job control. The
2) Standard and Professional with independent "new product quantity" = "set quantity" - "remaining
production units product quantity"
3) Professional with linked production units to be produced is calculated automatically.
The recipe parameters are then scaled on the basis
of the "new product quantity".
The Professional variant also selects the mode for
"independent" or "linked" production units.
The main window of the Topology Manager ("Professional" variant with linked production units)
Subject to change without prior notice
4 Topology Manager
4.3 Topology Parameters The "Parameters" dialogue is used for the complete
parameterization of the required parameters:
Every parameter is linked in the Topology Manager with
a WinCC tag; the parameter name can be assigned • Parameter name
freely and serves as an interface between the recipe • WinCC tag connection
system and the automation system. This permits the
• For raw data: format, bit position, offset
creation of apparatus-neutral products/recipes.
• Type details: binary value, digital value, analogue
To improve the display, the parameters can be value, text
arranged into user-defined "Parameter Groups" (e.g.
• Text assignment for binary and digital values
proportioning, heating or temperatures, pressures,
e.g.: 0 = "Motor on"; 1 = "Motor off", etc.
etc.). The appropriate additional parameters can also
These text items are available as possible selection
be configured for each parameter. These additional
in the recipe system and for "adjusting" in the job
parameters are displayed in the topology tree as
control
"subobjects" of the parameter.
• Input limits for analogue values for the recipe
All parameters configured in a plant can be invoked system, and the number of decimal positions and a
using the "parameter list" and so, together with their unit as text field
additional parameters, can easily be added as a copy to
• Input of the "default values"
the current parameter group and modified.
• Additional parameters
An "actual value"1) for each parameter can be configured
• Actual value 1)
in the Topology Manager. The job control cyclically
reads and visualises this actual value from the • etc.
automation system during the display of the recipe
parameters of the current job. The job control monitors
In addition to the recipe and, possibly, set-quantity
analogue values in comparison with the configured limit
dependent parameters, recipe-independent, constant
values and marks any limit value violations in colour.
values can be configured. The values for these
"aggregate constants" are entered in the topology and
are transferred with the recipe parameters to the
1) Standard and Professional
automation system when a recipe is loaded.
5 Recipe System
5.1 General Information Products that consist of several subrecipes are defined
for technical production equipment built from linked
The recipe system is responsible for the creation and
production units 2) .
management of an arbitrary number of products 2) and
recipes. It also performs the assignment to the plant A recipe/subrecipe consists of n parameters for
sections 2) and production units 1) on which these setpoints. The parameters of a recipe/subrecipe are
products/recipes can be processed. displayed as a list or grouped user-defined, e.g. in
process control procedures such as proportioning,
The recipe assistant supports the creation of different
heating, etc.
product batch types 2) and recipe types
The copy function is used to add the complete recipe
• Product/recipe with absolute values
structure with all recipe settings and the recipe values
• Product/recipe with normalising base with absolute as a new recipe; the "new" recipe parameters are
values 3) simply adapted in the dialogue.
• Product/recipe with normalising base with
The created products 2) and recipes can be output on a
percentage values 3)
printer for documentation.
5 Recipe System
5 Recipe System
5 Recipe System
The display of the recipe parameters for the recipe data The job control can individually modify (adjust) the
input is made either recipe parameters entered under "value".
5 Recipe System
5.5 Product Batch Types1) 5.5.2 Product with Normalising Base with
Absolute Values1)
In the recipe system, it is specified during the creation
of a product which subrecipes the product consists of, The quantities of the individual subrecipes are entered
and the batch type of the product. as an absolute value. The job control uses the "set
quantity" entered there to calculate the required
subquantity of the individual subrecipes.
Example:
These quantities are used to convert the associated The job control then calculates:
subrecipe parameters.
absolute quantity subrecipe 1 =
= 2.5 * 600 kg = 1500 kg
5 Recipe System
5.5.3 Product with Normalising Base with The job control then calculates:
Percentage Values1)
absolute quantity subrecipe 1 =
The quantities of the individual subrecipes are also
= 25kg / % * 60 % = 1500 kg
percentages for this product normalisation type. The job
control uses the "set quantity" entered there to calculate
the required subquantity of the individual subrecipes.
absolute quantity subrecipe 2 =
Example:
= 25kg / % * 30 % = 750 kg
Details of the product (e.g. "strawberry cake"):
6.1 General Information 6.2 The Main Window of the Job Control
In the job control, the user schedules the processing of For plant configurations that consist of several
the individual production jobs. It is specified which independent production units, each production unit is
recipe with which set quantity is to be processed on displayed in its own window within the main window.
which production unit or which product2) with which set For plant configurations with "linked production units",
quantity is to be processed on which plant section, etc. the production jobs of several plant sections can be
The tabular display of the scheduled jobs and their displayed within a single window.
status give the plant operator an optimum overview of
A double-click on the line of the current or scheduled job
the current state of the job processing. 1)
/ subjob2) displays the associated recipe data and the
The job control adapts itself automatically to the details quantity-dependent scaled job data. Assuming the
from the Topology Manager and from the recipe system appropriate configuring has been made, this data can
and to the used variant (Standard, Professional): be "adjusted" within the limits specified in the recipe.
The most recently set recipe parameters are displayed
• With or without set quantity details
for processed jobs 1) / subjobs 2) .
• Manual/automatic transfer to the automation
systems The sequence of the scheduled jobs can be changed
easily using "drag&drop".
• Automatic scaling of the quantity-dependent recipe
parameters (linear / user-specific) The run number of the current batches is displayed in
• Manual operation of individual recipe parameters the "Batch number" column when a job 1) / subjob 2) is
within the specified limits separated into several batches.
• Division of a job/subjob into several batches The status display provides the plant operator with
• Automatic generation of the batch name current information about the running job / subjob2) and
about the scheduled jobs / subjobs 2) . The recipe-
• etc.
specific job duration is used to determine the expected
start and the expected end of the individual scheduled
jobs / subjobs, which are then displayed in the main
1) Professional with "independent production units" window of the job control. The columns to be displayed
can be configured.
2) Professional with "linked production units"
Main window of the job control (Professional with independent production units)
Main window of the job control (Professional with linked production units)
6.3 Create/Change Job 6.3.1 Select the Recipe and the Production Unit /
Select the Product and the Plant Section
The support provided by the job assistant reduces the
creation of a new production job and the change of PM-BATCH provides a very user-friendly selection of the
existing production jobs to just a few "mouse clicks": recipe 1+3) and the production unit1) or the product 2) and
plant section:
• Enter the job header data
• Select a product 2) or recipe 1+3) Firstly, only those products/recipes that can run on the
selected plant section / production unit are displayed in
• Select a plant section 2) or a production unit 1)
the "product tree"/ "recipe tree". Secondly, the plant tree
• Specify the production set quantity either in absolute displays only those plant sections / production units that
values or number of batches can process a specifically selected product/recipe.
• Specify the remaining product quantity (for the
The search function is used to display prod-
appropriate configuring).
ucts 2) /recipes 1+3) via their name or number in a list. A
Before the assistant is terminated, a completion further selection is made via the selection of a specific
message is issued that lists the performed tasks in a "final product". This means the list contains only those
well arranged layout. The inputs can be changed within products or recipes that produce this "final product". The
the assistant or subsequently. product tree / recipe tree shows the products/recipes in
New production jobs are automatically added to the a different colour corresponding to their status (free,
"Scheduled jobs" table once they have been created. locked, etc.).
A significant advantage of PM-BATCH is that a The selection of the product 2) and of the plant section
production job can simply be copied from the table of on which the product is to be produced automatically
the "processed jobs" into the table of the "scheduled results in the subrecipes and the production units of the
jobs"; the new job runs with the most recently adjusted individual subjobs.
recipe values.
6.3.2 Production Set Quantity • Set quantity in absolute values with details of the
min./max. quantity per batch and remaining
The wide range of settings in the Topology Manager for
product quantity:
the operating mode increases the flexibility of PM-
The job control accepts for the "set quantity" only
BATCH for specifying the "production set quantity" in the
those values that lie within the "minimum" and
job control. The "job assistant" automatically displays
"maximum production batch quantity" and calcu-
the correct set quantity dialogue for the resulting 12
lates the
different input dialogues for the set quantity:
"new product quantity" = "set quantity" - "remaining
• Without set quantity: product quantity".
The set quantity dialogue is not displayed. The scalable recipe parameters are converted using
the "new product quantity".
• Set quantity in absolute values (e.g.: kg, tons, etc.):
The scalable recipe parameters are converted • Set quantity in number of batches with details of
based on the "set quantity". the min./max. quantity per batch and remaining
product quantity:
• Set quantity in number of batches: The job control calculates for 1) and 3)
Because no scaling can be performed, no "normal- "set quantity" = "number of batches" x "maximum
ised recipes" can be selected for the recipe selec- production batch quantity"
tion. for 2)
"set quantity" = "number of batches" x "batch quantity 4)".
• Set quantity in absolute values with remaining
product quantity:
and the
The job control calculates the
"new product quantity" = "set quantity" - "remaining
"new product quantity" = "set quantity" - "remaining
product quantity".
product quantity"
The scalable recipe parameters are converted using
The scalable recipe parameters are converted using
the "new product quantity".
the "new product quantity".
• Set quantity in number of batches with remaining
• Set quantity in absolute values with details of the
product quantity:
min./max. quantity per batch and division into
Because no scaling can be performed, no "nor-
several batches:
malised recipes" can be selected for the recipe
When the "set quantity" is larger than the "maximum
selection.
production batch quantity", the job control divides a
• Set quantity in absolute values with details of the production job into several batches.
min./max. quantity per batch:
The job control accepts for the "set quantity" only The number of batches is calculated from
those values that lie within the "minimum" and n = "set quantity" / "max. productions batch quantity"
"maximum production batch quantity". where the number is always rounded up (e.g.: n =
The scalable recipe parameters are converted using 3.1 ---> number of batches = 4).
the "set quantity".
The individual batches receive as "batch set quan-
• Set quantity in number of batches with details of tity" the "maximum production batch quantity"; these
the min./max. quantity per batch: values can be changed manually.
The job control calculates for 1) and 3) The scalable recipe parameters are converted using
"set quantity" = "number of batches" x "maximum the value under "batch set quantity". The individual
production batch quantity". batches are transferred successively to the automa-
for 2) tion system.
"set quantity" = "number of batches" x "batch quantity 4)".
• Set quantity in number of batches with details of • Set quantity in number of batches with details of
the min./max. quantity per batch and division into the min./max. quantity per batch and division into
several batches: several batches and remaining product quantity:
The job control divides a production job into several The job control divides a production job into several
batches. batches.
For 1) and 3), the "number of batches" value deter- For 1) and 3), the "number of batches" value deter-
mines the number of batches, whereby the number mines the number of batches, where the number is
is always rounded up (e.g.: n = 3.1 ---> number of always rounded up (e.g.: n = 3.1 ---> number of
subjobs = 4). subjobs = 4).
For 2), initially the (total) set quantity is calculated as: For 2), initially the (total) set quantity is calculated as:
"set quantity" = "number of batches" x "batch quantity 4)". "set quantity" = "number of batches" x "batch quantity 4)".
and then the number of batches: and then the number of batches:
n = "set quantity" / "max. production batch quantity" n = "set quantity" / "max. production batch quantity"
where the number is always rounded up (e.g.: n = where the number is always rounded up (e.g.: n =
3.1 ---> number of batches = 4). 3.1 ---> number of batches = 4).
The individual batches receive the "maximum
The individual batches receive the "maximum production batch quantity" as "batch set quantity";
production batch quantity" as "batch set quantity"; this value can be changed manually.
this value can be changed manually.
The scalable recipe parameters are converted using The job control calculates the
the value under "batch set quantity". The individual "batch new product quantity" = "batch set quantity" -
batches are transferred successively to the automa- "batch remaining product quantity".
tion system.
The scalable recipe parameters are converted using
• Set quantity in absolute values with details of the the "batch new product quantity". The individual
min./max. quantity per batch, division into several batches are transferred successively to the automa-
batches and remaining product quantity: tion system.
When the "set quantity" is larger than the "maximum
production batch quantity", the job control divides a
production job into several batches.
The number of batches is calculated from In the Professional variant with linked production units,
n = "set quantity" / "max. production batch quantity" the set quantity of the individual subjobs is calculated
whereby the number is always rounded up (e.g.: n = automatically from the (total) set quantity. The
3.1 ---> number of subjobs = 4). The individual calculation depends on the batch type of the product
batches receive the "maximum production batch configured in the recipe system.
quantity" as "batch set quantity"; this value can be The following examples show the most comprehensive
changed manually. dialogue for the input of the set quantity. Those fields
not required because of the set operating mode are not
The job control calculates the visible in the other dialogues.
"batch new product quantity" = "batch set quantity" -
"batch remaining product quantity".
Set quantity dialogue for Professional variant with independent production units
Set quantity dialogue for Professional variant with linked production units
The batch quantity of the batches 1 to n-1 is initialised The job control calculates this value:
with the value of the "maximum production batch
"batch new product quantity" =
quantity". The batch quantity of the last batch receives
= "batch quantity" - "batch remaining product quantity"
the remainder.
Total
"Linear assignment" set quantity
The job control accumulates individual quantities in the
The set quantity is assigned uniformly to the individual
table, and, assuming the appropriate configuring has
batches.
been made, they are transferred with the recipe
The "batch quantities" can be edited subsequently. The parameters to the automation system.
job control accepts only those values that lie within the
"minimum production batch quantity" and the
"maximum production batch quantity". Batch name
"Assignment to the first batch" remaining product If this button is clicked, the manual inputs are
quantity discarded and the calculations performed again using
the settings.
The value entered as "Remaining product quantity"
is assigned to the remaining product quantity of the first
batch, the other batches receive the value 0. The job
control accepts only those values less than or equal to
the "maximum production-batch quantity".
6.4 Display/Adjust Recipe Data The "Transfer recipe parameters" button is used to
transfer the "adjusted" recipe parameters of the current
A double-click on the "job line" displays the recipe
job or subjobs to the automation system. This
parameter data and the quantity-dependent scaled job
"adjustment" can be released/locked via the automation
data, and, if released appropriately, can be adjusted in
system.
the recipe within the specified operating limits.
The parameters are displayed
The input depends on the type of the parameter:
• In register tabs when "Parameter groups" have been
• Binary value:
created in the recipe
A double-click on the field switches the configured
text for the binary value 0/1. • In a table otherwise.
• Digital value: The job control cyclically reads and visualises the actual
A double-click on the field opens a list that displays values from the automation system during the display of
the text that has been configured in the topology for the recipe parameters of the current job or subjobs . If
this parameter. the "actual value" overshoots/undershoots the upper or
lower limit configured in the topology, the parameter
• Analogue value:
name and the "actual value" are displayed "red".
The analogue value, e.g. 70 for a temperature, can
be entered in this field. This value can be entered The "job value" fields display the quantity-dependent
only within the "Plant LL" or "Operating LL" and scaled recipe data as used in the job.
"Plant UL" or Operating UL". The number of decimal
places is configured in the topology.
• Text:
Text items can be entered in this field.
• Create jobs
• Delete jobs
• Change jobs.
The programming interface can be used from WinCC
(Script), Visual Basic, C++ or other programming
environments.
PM-BATCH
External Application x
D B
External Application 1
Job control
Processing
API
Automation system
PM-BATCH
& &
ActiveX Control
>1
8.1 General Information With each new request, the job control automatically
transfers the next job/subjob from the scheduling table
To process jobs/subjobs, a data exchange takes place
to the automation system (PLC).
between the job control and the (master) automation
system. WinCC tags are used for this data exchange.
8.2 Connection for "Compact" The transfer of a job/subjob to the automation system
(PLC) is performed with the manual activation of a
There are two different transmission mechanisms here:
button in the job control. The manual activation is
Firstly, the recipe selection is made directly from the released only when the automation system (PLC) has
automation system; this writes the recipe name or the assigned a release via a tag.
recipe number into a WinCC tag and uses another
WinCC tag to set a request.
9 Function Overview
Recipe system
Create and manage normalised recipes -
Create and manage recipes with absolute values
9 Function Overview