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Mode is a many-splendored thing
October 20, 2007

Playing off the “Love Is a Many Splendored Thing” theme from the mid 50’s, I’m going into deep waters to try and describe my understanding of where the Make2Pack S88 Part 5 group is in the journey to try to put some definitions around how the term “mode” is being used in the automation industry. There is no definition (that I can locate) for “splendored,” though it’s clear it’s trying to describe the great magnitude of meanings of “love.” Similarly, beyond any one simple definition, a similar case can be made for “Mode.” Like love, mode is often in the eye of the beholder, and people become VERY passionate about their “Mode” and what it means to them. 

In the years the Make2Pack group has been wrestling with this volatile subject, we have come to realize there exists many different “Modes,” and depending upon where you are in the environment, the meaning will vary. Automatic, Semi-Automatic and Manual are described in the S88 Part 1 standard, and many of us now believe are focused on our concept of Control Components.

For example: when a PID loop is in Automatic, the software of the Control Component that performs the PID function is in control of the output. When the PID loop is in Manual, the software of the control component is “By-Passed” by an outside entity (this outside entity can be a human or can be another Control Component carrying out a different control strategy than the one designed for the PID). Semi-Automatic doesn’t make much sense for this type of S88 basic control. We have also identified that control components can have more than a single mode to describe how it is operating: for example, there can be Automatic/Manual and Simulation/Normal. In simulation, the output might be directed back to the input, where in normal the input is derived from a field instrument; in either case Automatic/Manual performs the same.

When dealing with the S88 procedural control, the concept of Semi-Automatic where a human will cause the procedure control to execute in a step by step manner for trouble shooting comes into play. All of these S88 mode concepts are focused on the Control Components and “How” they are managing their outputs and internal execution of their fictional strategy.

Working with the OMAC organization the Make2Pack group encountered “Automatic” and “Manual” as Modes. On the road to understanding how these modes were much different from the S88 concepts, I do remember a lot of passion being expended. In the end we have come to understand that the OMAC Mode is describing “What” the equipment is doing, not “How” the control components are making that happen.

We have come to the conclusion that there are two different coexisting and related realms that the term Mode is being used in with very different meanings depending upon which realm you happen to be in at that time. The OMAC PackML Automatic Mode concept is describing a Packaging Machine that is carrying out all of the necessary S88 procedural, coordination and basic control to make a product. This is the Mode of the Equipment and “What” it is doing and not the S88 Modes of the control running the equipment. There are also other Machine Modes, such as Clean-Out and Sanitize, etc., etc., which are thought of as Modes of a Machine. The process industry has similar concepts, but has not always considered these concepts to be a Mode of the Process Equipment.

The current Mode description of Part 5 supports this dual mode concept with the intention of encouraging the industry to accept that Automatic, Semi-Automatic and Manual be universally used in the classic S88 concepts and reserved for control components. The Machine/Process Equipment Modes should migrate to terms that are more descriptive of what it is they are doing so that it is always clear what is meant.

Know what I’m talking about? Let me hear your thoughts about engineering language differences. And for related discussion there’s a great table of what terms mean in this Microsoft Word document on the Make2Pack site: “ISA Draft 88.00.05 Part 5: Automated Equipment Control Models & Terminology.” See page 20, Annex A. It’s a many splendored thing.

Comments are available in response to this posting. Click in, then scroll down to post your own.

Posted by David Chappell on October 20, 2007 | Comments (6)


October 22, 2007
In response to: Mode is a many-splendored thing
Dennis Brandl commented:

"Mode" is too simple a word. I have found that we need to add adjectives in our use of standards. Unfortunately, I only discovered this simple truth of standards after we finished the ISA 88 standard. The MODE in ISA 88 is really at least two different things, one is the PROCEDURAL CONTROL MODE (this is the one with semi-automatic) and it defines how the a recipe's procedural element is controlled (including the equipment phase). The other mode is the EQUIPMENT MODE, which is not really defined very well in ISA 88. The mode as described in the Make2Pack has been variously defined as "Unit Mode, Operational Mode, Procedural Mode, and Mode Of Control. Randy Dwiggins has proposed "calling the S88.01 meaning in relation to procedural control the “Procedural Mode”, the S88.01 meaning in relation to basic control the “Control Mode”, and the packaging meaning the “Operational Mode”." These are good starting points, but we may want to call them "PROCEDURAL CONTROL MODE", "BASIC CONTROL MODE" and "OPERATIONAL MODE". The more adjectives we add the less chance there is for confusion.




October 23, 2007
In response to: Mode is a many-splendored thing
How to subscribe to blog commented:

Someone asked if it's possible to get an alert when something is posted on this blog. Yes, via an RSS feed. Here's a link to instructions on how to setup an RSS feed: www.controleng.com/learnrss . I know RSS readers vary in how they're set up and what they do. Here's how I subscribed to this blog (and other areas of Control Engineering) on my Google page (which can serve as an RSS reader). --I clicked into Add stuff, then I... --Dragged the XML symbol onto the page, which works for some readers. That didn't seem to work for this one, so then I... --Clicked Add stuff by URL. Then... --From another browser, I clicked onto the XML feed button (the orange XML button is to the right of the blog) so I could get the RSS feed URL. Then I... --Pasted that URL into the Add by URL field and hit Add. Now the blog posts appear on my Google RSS feed (which also doubles as my Google search page). I know there's a way to get an email alert using this or other tools and will look into that, unless someone else explains first. Of course you also can save the blog page among your favorites and check in once in awhile. -Mark T. Hoske, Control Engineering editor in chief




November 7, 2007
In response to: Mode is a many-splendored thing
Siva commented:

Modes of procedural (or sequence) operation are different from modes of Control (Analog / Digital)Operation. I have worked with designing ''Operator Guide Mode'' of Start-up / Shut-down sequence of Power Plants. This mode is to assist a new-guy in getting to run through the sequence operation and understand various commands & check-backs at every step with the associated wait-time & step-time but with no commands being issued to the real-world (you can say this is similar to the simulation mode for a control loop or a digital drive module). Automatic, Semi-automatic and Operator-guide modes are "sequence or procedural" modes. In this context, a ''Manual'' mode is sometimes referred to as ''OFF'' meaning the sequence mode is ''switched off'' meaning it is neither in auto or semi-auto but operations are fully at the equipment level with operator fully in-charge of running the sequence himself / herself. To me, mode refers to that operational aspect that explains "how" an equipment or group of equipments or a process Unit is being run and NOT the "what" as referred in earlier comment posted here.




November 29, 2007
In response to: Mode is a many-splendored thing
Francis commented:

The Procedural States given as an example in S88 are imho misconceived, and their literal interpretation by batch product suppliers has held back the progression of procedural control software products and even basic control. I hope that this S88 development work will not be constrained by these products, rather that it will help to improve future ones. The reason I make the comment is that I think that the ideal of separating recipes from equipment is fundamental and right, but has been contaminated by the inclusion within the ‘example states for procedural elements’ (Fig 18 in S88.01) states that are nothing to do with the product, ie starting, holding, stopping . To me these states are that belong to the physical model and are best looked after there. Consequently, in every real batch operation and phase I have seen the majority of the procedural logic is concerned with physical considerations. This would not be the case if recipes were truly separate from equipment. I suggest that modes are set points for control elements that determine their behaviour, Auto and Manual for example determine whether an operator, or some calculation, sets the required outputs. States reflect the actual or required settings of ''objects'' In the case of equipment objects there can be many states, for example the permutations of the control module states valve positions around an equipment entity. In the case of Procedural elements the states should be few and simple, with only the minimum required to interface with another procedural element. Why does an equipment independent recipe need to be able to do more than start an element (phase, operation etc) and know when it is finished so it can tell the next to start? Francis




November 30, 2007
In response to: Mode is a many-splendored thing
Thomas Nash commented:

I am in agreement with what Francis is stating. And, his comments should be taken into consideration.




January 30, 2008
In response to: Mode is a many-splendored thing
Francis commented:

If you are a causal visitor to this blog, just checking in to see what is going on, but not signed up to the mail list, then you are missing out. There has been a lively debate! Perhaps the editor would like to summarize it.





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