In modern manufacturing, the adoption of digital transformation and automation has generated heightened demand for the smooth integration of HMI software and controllers.
Susan Burtch
Lead Commercial Portfolio Manager, Visualization Software
Rockwell Automation
Manufacturers are continuously aiming to streamline operations, boost efficiency, lower production costs, and optimize resource use and capacity. Technological advancements have facilitated a closer integration between the HMI and controller. This integration spans both HMI and controller applications, prompting companies to consolidate engineering teams and resources, eliminating the need for separate application development processes.
Previously, developing applications for the HMI and controller involved tasks such as importing tags, defining tag metadata, maintaining tag references throughout the HMI, and mapping data tags to the controller. This approach was labor-intensive and prone to potential errors. Integration eradicates duplication, reduces errors, and streamlines system design and programming, resulting in a simplified process and enhanced workflow that bolsters operational efficiency.
On the operational front, alarm management is important in any control system. Integrated systems simplify alarm setup and maintenance in a centralized location. With alarms integrated into the controller, data remains stable even during communication loss, as integrated systems cache and recover alarms. Enabling remote operation of HMIs also heightens safety measures, reducing the likelihood of accidents.
Operational challenges and considerations
Advancements in technology come with their own set of challenges, and the integration of HMIs and controllers in manufacturing is no exception. A significant challenge involves managing multiple vendor sources. Manufacturing systems typically consist of equipment and software from various vendors, incorporating different sensors, controllers, and HMIs. This diversity makes achieving seamless integration across multiple platforms both complex and challenging. Effective integration hinges on the HMI and controller’s capacity to communicate using the same protocol. Compatibility issues can arise when older controllers lack support for modern protocols, posing a challenge in bridging the technological “generation gap.” Another hurdle is data mapping, wherein the HMI must map its data tags to the controller’s data points — a complex process, especially if the controller has an extensive array of data points.
User experience is, of course, a critical consideration. The HMI must prioritize operator-friendliness, featuring well-designed screens, easily accessible controls, and clear presentation of information. Accommodating for different languages and cultures involves translating text and graphics on the HMI and ensuring compatibility with various measurement units and date formats. A seamless and intuitive user interface is vital for optimizing operational efficiency, using controller integration to collect and display data to the operator whenever possible.
Security is also important in HMI integration. To guard against unauthorized access, the HMI should incorporate user authentication and authorization features. Integrated security, where user login credentials serve for both HMI access and controller maintenance, is crucial. Regular updates and prompt application of security patches are imperative to uphold the HMI’s security integrity.
Streamlining deployment
When manufacturers integrate the HMI with the controller in a system, understanding how these critical components communicate and collaborate effectively becomes essential. This involves asking crucial questions, such as:
- What will the operational workflow involve when using the integrated system?
- What key considerations should inform the system’s design?
- How should alarms be configured to optimize functionality?
- How should data tags be established within the system? Should this initiation occur within the controller and then be imported into the HMI?
- What information can be seamlessly shared or repurposed between the controller and the HMI to promote data cohesion?
- To what extent can these processes be efficiently automated?
When selecting an HMI for controller integration, it’s crucial to choose one that aligns with the controllers’ requirements in use. Ideally, the HMI and controllers should come from the same vendor to reduce the complexity of supporting diverse platforms and ensure harmonious operation. However, if a single-vendor option is not feasible, selecting a technology-agnostic HMI allows for communication with any OEM product in the manufacturing system.
The HMI must also comprehend the functioning of each OEM product, discern the communication protocols in use, and advise on the need for supplementary drivers. If a specific driver for other equipment in the system isn’t available, the HMI should be capable of establishing communication via OPC Unified Architecture (OPC UA), an open-source, cross-platform standard that simplifies data exchange from sensors to cloud applications. By addressing these critical considerations, manufacturers can ensure the seamless integration of HMIs and controllers in a way that aligns with their unique operational needs and preferences.
Stakeholder benefits
When successfully integrated, manufacturers can unlock a range of benefits that cater to various stakeholders involved in the process. For example, design engineers gain enhanced efficiency as tightly integrated systems streamline the design process. They can set up data in the controller just once, with the HMI seamlessly and directly interacting with the controller data, eliminating configuration duplication and the associated risk of errors.
For the workforce on the operational side, simplification is pivotal. A tightly integrated system simplifies their tasks, reducing the learning curve and the need for maintenance. This single-platform approach significantly eases training for both existing and future employees, enhancing productivity and freeing up capacity for higher-value tasks.
During production, the benefits of maintaining and troubleshooting integrated systems become clear. HMIs provide a user-friendly graphical interface, enhancing machine operation intuitiveness. Operators can monitor machine status, adjust parameters, and troubleshoot from a centralized location. Working with a single-source vendor expedites support and issue resolution, reducing complexity. Language switching caters to operators, presenting metadata in their preferred language, ensuring consistency and confidence while reducing errors. Informed decisions based on accurate and timely data improve accuracy and outcomes.
For purchasing departments, a single source of automation system equipment and software provides a significant advantage. Working with a single company simplifies their processes, optimizes costs, and reduces the complexities associated with managing multiple vendors.
In essence, the integration of HMIs and controllers fosters harmony among stakeholders, offering efficiency, ease of use, and consistency. These collective benefits ultimately enhance productivity, minimize errors, and optimize decision-making processes, reinforcing the value of tightly integrated systems in the manufacturing realm.
Looking ahead
The integration of HMI software and controllers signifies a pivotal advancement in manufacturing optimization, offering efficiency, precision, and cost advantages. For manufacturers looking to integrate either the existing controller or HMI while incorporating the other component, the openness and depth of integration become pivotal factors. The chosen solution must align with the requirements of design, maintenance, and operations staff, addressing the specific needs of the organization. The system’s effectiveness in extracting diagnostic information from connected devices relies on integrating as much data as possible within the controller. The ultimate goal is to establish a seamless system encompassing design, troubleshooting, maintenance, and operational performance.
Looking ahead, considering the recent challenges in the hardware supply chain, diversifying sources for certain hardware components emerges as a wise strategy to avoid excessive dependence on a single vendor. Nevertheless, the escalating demand for tighter integration in manufacturing compels manufacturers to carefully evaluate their options, taking into account the long-term landscape. A thoughtful assessment of integration possibilities and hardware sourcing strategies will play a central role in effectively navigating the continuously evolving manufacturing landscape.
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