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MACHINE
AUTOMATION
Machine & Automation & Robotics & Electricity Magazine - 2023 / 25 ROBOTICS
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Machine - Automation & Electricity / World News 2023 3
CONT
EDITOR
3
Contents
World Media Group: Leader Publications for
at the New Economy, ındustry, technology
6
14
4 Machine - Automation & Electricity / World News 2023
CONTENTS
Euro zone accounting for
significant proportion of
machine
tool orders at present
22
FMEA
Managment İn
PLM Systems
Leybold wins
Product of the Year
category “Cases
and Enclosures” for
Hygienic Enclosure.
ENTS
Contens
Integrating
PLM and
ALM Using
Teamcenter-
Polarion:
Levels and
Benefits
Basic Principles Of
Product Desing In
Reliability Method
Increasing Productivity with Drive
Intelligence
28
36
44
Machine - Automation & Electricity / World News 2023 5
Inovative
Euro zone accounting
for significant
proportion of machine
tool orders at present
This represents a 13 percent drop in orders in real
terms. “There was a further surprising increase in order
intake at the end of the second quarter, similar to March,”
reports Dr. Wilfried Schäfer, Executive Director of the
VDW (German Machine Tool Builders’ Association),
Frankfurt am Main.
the VDW forecast of 10 percent growth in production
in the current year remains valid,” concludes Schäfer.
Foreign markets continue to represent the principal
driving force, and Asia is the only region with a positive
balance sheet.
The main impetus came from the euro countries in
the second quarter. The increase in orders which
materialized at the end of the second quarter applied
to both machining and forming equipment. “We know
from experience, of course, that the result of a single
month does not signal a turnaround,” Schäfer continues.
Rather, the fluctuations were attributable to project
business, particularly to forming technology. In addition,
orders from growth sectors such as e-mobility, wind
power, aerospace and defense are boosting order intake
levels. The conventional machine business, on the other
hand, was somewhat weaker, as small and medium-sized
customers are unsettled and are postponing investments.
Credit-financed machine purchases are also becoming
more challenging due to the rise in interest rates.
Sales remained steady at a high level. In nominal terms,
it grew by 21 percent in the first half of the year, and by
13 percent in real terms. Capacity utilization rose again
slightly in July this year, from 88.3 to 90.5 percent. The
order backlog is dropping relatively slowly. “Accordingly,
Orders received by the German machine tool industry in the second quarter
of 2023 were 3 per cent down in nominal terms on the same period last year.
Orders from Germany declined by 11 percent whereas those from abroad rose
by 1 per cent. The level of orders fell by 7 percent overall in the first half of the
year. Domestic orders were 15 percent down on last year, whereas orders from
abroad were down by 4 percent.
6 Machine - Automation & Electricity / World News 2023
welding process
ELC 6 from EMAG
LaserTec: Perfecting the
welding process for
rotor shafts
Sales of electric cars are on the rise - and at an
enormous pace worldwide. The International Energy
Agency (IEA), for example, estimates that 14 million e-
vehicles will be sold this year, representing a 35 percent
increase in sales compared with the previous year. This
means that they already account for almost one-fifth of
the total car market. As a result, production planners
are focusing on the manufacture of key components of
the e-motor, such as the rotor shaft. They are looking
for innovative solutions “from a single source,” with
which the component can be machined particularly
efficiently and reliably in ever larger quantities. EMAG
LaserTec is currently setting an example in the market
with its ELC 6 laser welding machine. In the machine,
joining, preheating and welding processes are
compactly combined on an assembled rotor shaft with
its rotary table system ensuring optimum cycle times.
Visitors to the EMO trade show in Hanover, Germany,
from September 18-23, can find out exactly what this
manufacturing system looks like and what possibilities
it offers at the EMAG Group’s booth in Hall 17, C 34.
10 Machine - Automation & Electricity / World News 2023
welding process
Advances in e-mobility, including hollow designs of
components, allow great freedom in design, lighten the
weight and lower material costs for assembled rotor
shafts. At the same time, this “heart” of the electric
motor has to withstand particularly high loads, as motor
speeds of up to 20,000 rpm are now possible. Compared
to a camshaft in a combustion engine, for example, this
value is many times higher! Thus, the production of
assembled rotor shafts is always about manufacturing
tolerance - even minimal imbalances must be avoided
at all costs, because they would endanger the service life
of the engine. In addition, the process must result in a
highly stable component.
In this context, what is the most efficient way to
reliably produce increasing quantities in the face of an
expanding market?
One answer to this question leads directly to the
innovative technology of EMAG LaserTec, because the
company, based in Heubach near Aalen, has an impressive
track record with laser welding, which is indispensable
in “building” the two-piece rotor shaft. All the leading
automotive manufacturers have the associated systems
with the abbreviation “ELC” (EMAG Laser Cell) in use
in various application areas. The key to success is a
high level of competence as a system supplier: EMAG
LaserTec knows the entire production sequence of the
respective components and develops the complete
process chain on this basis. On the customer side, the
planning of new or the expansion of existing production
facilities is therefore massively simplified. In addition, the
whole process is based on EMAG’s modular mechanical
engineering, which includes a large number of proven
components. Therefore, these plants and their processes
are exceptionally stable and efficient in every detail.
All processes in rapid change
It is precisely this quality that the southern German
laser specialists have been bringing to the production
of assembled rotor shafts for some time now. The ELC 6
machine is at the center of this - a highly efficient solution
for joining the two halves of the component, with part
handling, preheating and joining as well as welding
taking place in quick succession and perfectly timed by
the rotary table. The precisely metered, concentrated
energy of the laser beam permits high welding speeds
with minimal distortion on the welded component.
A look at the details reveals the performance of the
machine, which was specially developed for powertrain
components with circumferential welds:
• Before the individual parts are loaded into
the ELC 6, the workpieces are laser cleaned. For this
purpose, EMAG LaserTec offers the LC 4 laser cleaning
12 Machine - Automation & Electricity / World News 2023
machine, which can be optimally link-up with the ELC 6,
thus ensuring seamless line integration.
welding process
Overall, this solution has an enormous production
speed - partly because the machine with its rotary
table is loaded and unloaded during welding (and
thus cycle time-concurrent). In addition, the individual
subprocesses are perfectly synchronized. The “fixed
optics/moving workpiece” principle ensures a high level
of operational reliability. In addition, EMAG LaserTec
designs this solution very flexibly for customers in
terms of technology, output and automation, whereby
workpieces up to a maximum height of 300 millimeters
can be machined in the ELC 6.
The whole solution from a single source
• In the next step in ELC 6 (preheating and
joining), the induction technology first ensures an ideal
processing temperature on the component before the
two components are joined.
• Before welding, the weld seam position is
checked and the component position is readjusted.
The contour is scanned with precision and the data is
communicated to the welding optics and the NC axes.
• During the subsequent welding process, the
vertically arranged workpiece rotates, while the laser
optics only move radially towards the workpiece. The
welding process with its focused energy thus takes place
virtually from the side at the circumferential weld. A
pyrometer controls the process temperature.
In principle, EMAG scores with a comprehensive
technology portfolio in this field of application, because
the machine builders have already developed various
solutions, for example, for the subsequent joining of
the rotor shaft and rotor-sheet package as well as the
high-precision overturning of this package. The same
applies to the turning, gear cutting and grinding of the
two individual rotor shaft parts before welding. When
it comes to the automation technology that ensures
transport between the machines, EMAG adapts to
the customer’s ideas. For example, line gantries,
stacking cells, accumulating conveyors or EMAG’s own
TrackMotion system are used - in any case, the overall
system benefits from the uniformity of the machines
used with their optimized interfaces. The end result is
complete solutions for the customer. EMAG is the only
contact required during planning, implementation and
servicing. Technological competence and experience
guarantee a perfect process chain with extreme speed
and high safety.
• After welding, the component is transported
out of the machine by a swiveling motion of the rotary
table and unloaded by a robot.
Machine - Automation & Electricity / World News 2023 12
Component
Leybold wins Product of
the Year category “Cases
and Enclosures” for
Hygienic Enclosure.
Vacuum equipment specialist Leybold UK, based in Chessington, Surrey, has
been recognised by the Instrumentation Excellence Awards. The Leybold
Hygienic Enclosure for vacuum pumps has won Product of the Year Cases
and Enclosures. The Awards celebrate the very best professionals, products,
projects and companies from across the test, measurement, sensing and control
sectors. Leybold UK was honoured and pleased to receive the Instrumentation
Excellence Awards during the award ceremony on 19th October in London.
14 Machine - Automation & Electricity / World News 2023
Hygienic Enclosures for Vacuum Pumps
Food Safety is essential for the food market and typically
food producers & processors disinfect their installations
and machines daily just to guarantee a high Food Safety
level. Vacuum pumps are mainly built-in or installed next
to the machinery and that’s with only poor or even no
protection at all. Most vacuum pumps cannot cope with
daily washdowns, especially with aggressive cleaning
media, these result in corroded vacuum pumps, reduced
life cycles or even increased risks of pollution. To avoid
this, Leybold has developed a range of Stainless-Steel
Hygienic Enclosures. The enclosures are simple and
don’t interfere with the pump’s operations.
“Receiving the Product of the Year Award in this category
in particular is a special recognition of the quality of our
products in the area of food processing,”says Juliane
Garz, Business Line Manager Leybold. “It’s impossible to
Component
overstate the importance of safety and quality in food
manufacturing and with the Hygienic Enclosure food
applications can now be operated more hygienically,
ergonomically and flexibly.”
Vacuum systems are used in a wide range of applications
and processes
Leybold designs and manufactures vacuum pumps,
systems and components that create the necessary
production conditions for the industrial manufacture
of semiconductors, data carriers, displays, coated
architectural glass and solar cells. Vacuum systems are
critical to food processing and packaging, especially
when it comes to food safety, improved shelf life and
ease of processing. Vacuum is also indispensable for
the operation of mass spectrometers and electron
microscopes as well as in almost all areas of modern
research and development, including space simulation
and exploration.
Machine - Automation & Electricity / World News 2023 15
Industrial advertising
is our job!
Tecnology
Energy-saving powerful
and quiet
Edwards Vacuum, one of the world’s leading designers and manufacturers of vacuum pumps,
has launched a new oil-sealed rotary vane vacuum pump. The company offers a reliable product
in the form of the powerful, robust E2S series for low and medium vacuum in industry and
research. The E2S has a simple design and is suitable for various standard applications. “It
pumps quickly, handles any vapours that arise and, with its quiet operation, helps to reduce
the noise level in working environments,” says Product Manager Jessie Huang, summarising the
advantages of the vacuum pump.
pump is also reflected in its user-friendly design. Thus,
the E2S has also been developed along the most modern
needs of its users in terms of simple, intuitive handling.
The operating elements are correspondingly functional
and ergonomic, offering a high level of safety against
operating errors. The quiet running of the E2S series is
also due to its technology. The low-noise plain bearings
are made of sintered steel, have a simple design and do
not dry out even with low oil lubrication. Edwards has
integrated an oil pump for continuous lubrication over
the entire pressure range.
Shorter cycle times, higher throughput
Thanks to the modern technical design, users increase
the economic efficiency of their processes with the
rotary vane pump. This is based not least on the high
pumping speed of the E2S. This shortens cycle times and
increases production capacity in standard processes.
“An important advantage: the higher throughput is
achieved without additional energy requirements, so the
ecological footprint is not increased,” assures Edwards
Product Manager Jessie Huang. According to Product
Manager Jessie Huang, the pumping speed of the E2S
is 90 m3/h and enables an ultimate vacuum of 3 x 10-3
mbar. At ultimate pressure, the performance of the E2S
thus meets the requirements of industrial applications.
For special performances, Edwards offers optional
standard combinations of two-stage E2S pumps including
a mechanical booster.
Intuitive handling
The modern technology of the compact rotary vane
Duo Seal, Gas ballast increases water vapour tolerance
To prevent oil loss, the rotary vane pump contains two
shaft seals. Edwards has also optimised the cylinder bore
for the highest possible stable discharge pressure and
increased leak tightness. In addition, a built-in oil filter
prevents oil leaks and protects the inside of the pump
from particles and contaminants. If the application
requires it, the adjustable gas ballast function can be
used to increase the water vapour tolerance of the E2S.
In the standard setting, small amounts of water vapour
are pumped out via this, while at the same time a good
ultimate pressure is maintained.
Wide range of applications
Edwards offers the E2S series in three pump sizes – the E2S
45, E2S 65 and E2S 85. The rotary vane pump is primarily
suited for vacuum drying and degassing, heat treatment
and vacuum furnaces; as well as for leak testing of
components and systems in automotive manufacturing,
coating applications, research and development and
analytical applications.
For further information about Edwards products please
visit www.edwardsvacuum.com.
18 Machine - Automation & Electricity / World News 2023
Tecnology
Machine - Automation & Electricity / World News 2022 19
Tecnology
Parker announces
start of operating
new test rig, a major
milestone for fuel cell
technology
Parker Hannifin’s Filtration business has reached a major milestone on the journey towards
mass production of hollow fibre membrane technology for fuel cell humidification applications,
a vital step towards reducing carbon emissions.
By enabling optimal moisture levels, hollow fibre
membrane technology allows fuel cells to last longer and
to perform more efficiently and reliably. It supports the
transition from fossil fuels, accelerating the shift to fuel
cell electrical vehicles in the next five years.
Parker announced the successful completion of the
specialized test rig which is to validate products by Parker
OEM (Original Equipment Manufacturer) customers. This
new technology enable Parker to test the membrane
technology in ways that are much more advanced and
aids to develop robust system solutions for fuel cell.
It was produced in partnership with the Fraunhofer
Institute for Microengineering and Microsystems (IMM),
a Germany-based non-profit for scientific research.
Burkhard Hartmann, R&D Officer at Parker’s Engine
Mobile Filtration Europe (EMFE) Division, said: “The
results speak for themselves: This has been an outstanding
collaboration with the Fraunhofer Institute. It moves us
all towards better, more efficient, more reliable fuel cell
electrical vehicles, a vital step towards a cleaner, better
tomorrow.”
Dr. Gunther Kolb, Representative from the Fraunhofer
Institute for Microengineering and Microsystems,
said: “Fuel cell technology is key to reduce emissions
worldwide. The partners are confident that the hollow
fibre membrane technology will be further improved, the
service life of the fuel cell humidifiers will be extended,
and their efficiency will be increased for the customers.”
20 Machine - Automation & Electricity / World News 2023
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Machine - Automation & Electricity / World News 2021 67
Article
FMEA MANAGEMENT İN
PLM SYSTEMS
Hasan Anıl ASLAN1,3, Alican Yılmaz4, Prof.Dr.Semih ÖTLEŞ1,2
1Product Lifecycle Management M.Sc. Programme, Institute of Science, Ege
University
2Excellence Center for PLM, Ege University
3TEI, TUSAŞ Engine Industries, Inc.
4Director, Beemobs (Bee Mobility Solutions) Otomotiv Sanayi ve Ticaret A.Ş.
Keywords: FMEA, PLM, RPN, Risk Analysis, Quality Management
1. Introduction
In today’s competitive marketplace,
organizations strive to deliver high-quality
products that meet customer expectations and
exhibit exceptional reliability. To achieve this,
companies leverage advanced technologies
and methodologies throughout the product
development lifecycle. One such methodology
is Failure Mode and Effects Analysis (FMEA)
which plays a crucial role in identifying
and mitigating potential failure modes.
Integrating FMEA management into Product
Lifecycle Management (PLM) systems allows
organizations to enhance product reliability,
improve quality, and ultimately, achieve
customer satisfaction. This article explores
the significance of FMEA management in PLM
systems and its impact on product reliability
and quality improvement.
2. Failure Mode and Effects Analysis
Failure mode and effects analysis is a systematic
approach to identifying and mitigating
potential failures in products and processes.
It is a valuable tool for improving product
quality and reliability and reducing the risk of
product recalls and warranty claims.
FMEA can be applied at any product lifecycle
stage, from design and development through
manufacturing, testing, and use. It can be
used to analyze individual components,
subsystems, or entire systems.
There are basically two types of FMEA: Design
FMEA (DFMEA) and Process FMEA (PFMEA).
The FMEA process (by AIAG and VDA standards)
is typically defined in seven steps. Each step
is sequential, so the previous step creates an
output that serves as the next step’s input.
1- Planning & Preparation: The team
defines the purpose and definition of the
scope, sets boundaries of the analysis (what
needs to be included or excluded), and
establishes the foundation for the entire
FMEA process.
2- Structure Analysis: the system structure
is further clarified for technical analysis. The
22 Machine - Automation & Electricity / World News 2023
boundaries set up in Planning & Preparation
are analyzed to identify which systems, subsystems,
and/or components will be part of
the FMEA.
3- Function Analysis: the product and
process functions are explored as well as the
criteria on how to evaluate the performance
of functions.
4- Failure Analysis: The team establishes
a Failure Chain through the cause-and-effect
relationships of these 3 categories:
Failure mode: An item/element that fails to
meet its intended function.
Failure effect: The consequences.
Failure cause: Why the failure mode would
happen.
Article
Actions are divided into 2 categories:
prevention and detection. Assignments of
responsibilities and deadlines are given.
After actions have been performed, the team
reviews the results to rescore the risks.
7- Result Documentation: he FMEA is
summarized, documented, and communicated
to the team and stakeholders. The FMEA report
includes summary of scope, identification
of high-risk failures, the corrective actions
taken and their effectiveness, and insights/
plans for current and future processes. The
results documentation is to summarize
and communicates the results of the FMEA
activity.
The system elements done in the Structure
Analysis are individually analyzed of its
functions and corresponding requirements.
5- Risk Analysis: Root cause analysis is
estimated and prioritized by evaluating these
3 categories:
Severity: How badly does this affect the
customer?
Occurrence: How often will it happen?
Detection: How easy is it to detect?
Each risk category has a scoring matrix from 1
to 10 with 1 being low-risk to 10 being highrisk.
Each score is multiplied together (Severity
x Occurrence x Detection) to produce a Risk
Priority Number (RPN).
6- Optimization: The team develops a
plan of action to mitigate risks and assess
the effectiveness of the optimization actions.
FMEA can be a valuable tool for improving
product quality and reliability. However, it is
important to note that FMEA is not a guarantee
against failure. It is a risk management tool
that can help to identify and mitigate potential
failures.
2.1. Product Lifecycle Management (PLM)
Product Lifecycle Management (PLM) is a
strategic approach to managing the entire
lifecycle of a product, from its conception
and design to its manufacturing, distribution,
and eventual retirement. PLM software tools
are essential in enabling and supporting the
effective implementation of PLM processes
within an organization. These tools provide
a centralized platform for data management,
collaboration, and decision-making throughout
the product lifecycle.
PLM software tools offer a range of
functionalities that support different stages of
the product lifecycle:
1- Design and Development: PLM tools
assist in capturing, organizing, and managing
product design data. They facilitate the creation
and management of digital product models,
specifications, and engineering documents.
Machine - Automation & Electricity / World News 2023 23
Article
These tools often include computer-aided
design (CAD) capabilities, allowing designers
to create and visualize product designs in a
virtual environment.
2- Bill of Materials (BOM) Management:
PLM software helps in managing BOMs,
which list all the components, materials, and
assemblies required to build a product. It
enables efficient BOM creation, versioning, and
synchronization across different departments,
ensuring accurate and up-to-date information
is available to all stakeholders.
regulations, standards, and certifications,
ensuring that products meet legal and safety
requirements.
8- Service and Maintenance: PLM
software supports the service and maintenance
phase of the product lifecycle by managing
product updates, warranties, and customer
support information. It helps organizations
track product performance, manage service
requests, and provide timely maintenance
and support to customers.
3- Change Management: PLM tools
provide workflows and processes for
managing change requests, engineering
changes, and revisions throughout the
product lifecycle. They facilitate collaboration
and communication among cross-functional
teams, ensuring that changes are properly
evaluated, implemented, and tracked.
4- Collaboration and Communication:
PLM software tools offer features that enable
effective collaboration and communication
among team members, departments,
and external stakeholders. They provide a
centralized platform for sharing information,
documents, and design revisions,
fostering efficient teamwork and reducing
communication gaps.
5- Quality Management: PLM tools
include quality management capabilities,
allowing organizations to define and enforce
quality standards and processes. These tools
enable the tracking and management of
quality-related data, such as inspections,
non-conformances, and corrective actions,
ensuring that products meet the required
quality levels.
6- Supply Chain Management: PLM
software tools integrate with supply chain
systems to manage supplier information,
sourcing, procurement, and inventory. They
enable organizations to track and manage the
movement of materials, components, and
finished products across the supply chain,
improving visibility and optimizing logistics.
7- Regulatory Compliance: PLM tools
assist in managing regulatory compliance
requirements by capturing and organizing
relevant documentation and data. They
facilitate compliance with industry-specific
The use of PLM software tools offers numerous
benefits, including enhanced collaboration,
improved data accuracy, increased
productivity, reduced time to market, better
quality control, and improved customer
satisfaction. These tools provide organizations
with a comprehensive framework to
effectively manage the complexities of the
product lifecycle, from ideation to retirement,
and drive innovation and competitiveness in
the marketplace.
3. Integrating FMEA Management into
PLM Systems
Product Lifecycle Management systems
serve as a comprehensive platform for
managing product development processes,
from conception to disposal. Integrating
FMEA management into PLM systems offers
numerous advantages. Here are the key
elements to consider when implementing
FMEA within PLM systems:
3.1. Cross-functional Collaboration
24 Machine - Automation & Electricity / World News 2023
Article
Successful FMEA implementation requires
collaboration among various departments,
including engineering, manufacturing, quality
assurance, and supply chain. PLM systems
provide a centralized platform that facilitates
collaboration and knowledge sharing among
different stakeholders throughout the product
development lifecycle. By involving experts
from multiple disciplines, organizations
can ensure a comprehensive and accurate
assessment of potential failure modes.
3.2. Automated FMEA Workflows
PLM systems offer the capability to automate
the FMEA process through pre-defined
templates and workflows. These standardized
workflows guide users through the FMEA
steps, ensuring consistency and efficiency
in the analysis. Automated workflows also
facilitate data collection, analysis, and
documentation, reducing manual effort and
the likelihood of errors. By streamlining the
FMEA process, organizations can save time
and resources, allowing for a more thorough
and effective risk assessment.
3.3. Integration with Design and Simulation
Tools
PLM systems should seamlessly integrate
with design and simulation tools to enable
the efficient transfer of information between
FMEA and product development activities.
Integration with design tools allows engineers
to identify potential failure modes early in the
design phase. By simulating various scenarios
and evaluating the effects of potential failures,
engineers can make informed design decisions
and implement necessary modifications
to mitigate risks. This integration ensures
a proactive approach to risk management,
minimizing the likelihood of failures during
the product’s operational life.
3.4. Risk Priority Number (RPN)
Calculation
PLM systems can automatically calculate
the Risk Priority Number (RPN) based on
severity, occurrence, and detectability
ratings assigned to failure modes. RPN is
a quantitative measure used to prioritize
corrective actions by focusing on high-risk
failure modes. By assigning numerical values
to severity, occurrence, and detectability,
organizations can prioritize their resources
effectively and address critical failure modes
with the utmost urgency. Automating the RPN
calculation within PLM systems streamlines
the prioritization process, ensuring that the
most significant risks receive immediate
attention.
4. Benefits of FMEA Management in PLM
Systems
Integrating FMEA management into
PLM systems offers several benefits for
organizations:
1. Early Risk Identification: Conducting
FMEA within PLM systems helps identify
potential failure modes at the earliest stages
of product development. By proactively
addressing these risks, organizations can
implement appropriate corrective actions
to minimize the likelihood of failures during
Machine - Automation & Electricity / World News 2023 25
Article
the product’s operational life. Early risk
identification leads to improved product
reliability, reducing the chances of customer
dissatisfaction, warranty claims, and costly
product recalls.
2. Enhanced Collaboration: PLM systems
provide a collaborative environment,
enabling cross-functional teams to work
together seamlessly on FMEA activities. By
involving experts from various departments,
organizations can leverage diverse
perspectives and knowledge, ensuring a
comprehensive and accurate risk assessment.
Enhanced collaboration fosters effective
communication, facilitates knowledge sharing,
and promotes a shared understanding of risks
and mitigation strategies.
3. Improved Product Reliability: The
systematic analysis of failure modes and the
implementation of appropriate corrective
actions result in enhanced product reliability.
By addressing potential failure modes early
in the development cycle, organizations can
ensure that products meet the required quality
standards. Improved product reliability leads
to higher customer satisfaction, increased
brand loyalty, and a competitive advantage in
the marketplace.
4. Cost Reduction: Effective FMEA
management within PLM systems minimizes
the occurrence of failures and the need
for costly corrective actions or recalls. By
identifying potential failure modes during the
product development stage, organizations
can implement preventive measures and
design modifications to mitigate risks. This
proactive approach reduces costs associated
with warranty claims, customer complaints,
product recalls, and reputational damage.
corrective actions, and enhance overall
product performance. Investing in FMEA
management within PLM systems enables
organizations to proactively address risks,
reduce costs, and gain a competitive edge
in today’s dynamic market landscape. By
continuously improving product reliability
and quality, organizations can build a strong
brand reputation and achieve long-term
success.
References
- AIAG. (2019). Potential Failure
Mode and Effects Analysis (FMEA) (4th ed.).
Southfield, MI: Automotive Industry Action
Group.
- Jia, R., Xie, X., & Chen, X. (2017).
Integrated FMEA and PLM approach for risk
management in product design. Journal of
Engineering Design, 28(10-12), 672-696
- Kostoulas, N., & Chryssolouris, A.
(2020). FMEA integration in PLM systems
for quality management. CIRP Journal of
Manufacturing Science and Technology, 13(1),
9-20.
- Siemens Digital Industries Software.
(n.d.). PLM and FMEA. Retrieved June 14,
2023, from https://www.plm.automation.
siemens.com/global/en/our-story/what-isplm/what-is-fmea/
5. Conclusion
Integrating FMEA management into PLM
systems is a strategic approach to enhance
product reliability, improve quality, and
ensure customer satisfaction. By leveraging
cross-functional collaboration, automated
workflows, and integration with design and
simulation tools, organizations can identify
potential failure modes early, prioritize
26 Machine - Automation & Electricity / World News 2023
- VDA-QMC. (2019). FMEA Handbook:
Methodical Implementation and Continuous
Improvement (1st ed.). Frankfurt: Verband
der Automobilindustrie.
- Vose Software. (n.d.). Introduction
to FMEA. Retrieved June 14, 2023, from
https://www.vosesoftware.com/riskwiki/
FailureModeandEffectAnalysisFMEA.php
Article
Machine - Automation & Electricity / World News 2023 29
Article
Integrating PLM and
ALM Using Teamcenter-
Polarion: Levels and
Benefits
Batuhan ÇOPUR1,3, Alican Yılmaz4, Prof.Dr.Semih ÖTLEŞ1,2
1Product Lifecycle Management M.Sc. Programme, Institute of Science, Ege
University 2Excellence Center for PLM, Ege University
3TEI, TUSAŞ Engine Industries, Inc. 4Director, Beemobs (Bee Mobility Solutions)
Otomotiv Sanayi ve Ticaret A.Ş.
Abstract: The integration of Product Lifecycle Management (PLM) and Application Lifecycle
Management (ALM) systems has emerged as a strategic initiative for organizations seeking
to bridge the gap between product development and software development lifecycles. This
article explores the various integration levels of PLM-ALM integration and the benefits
they offer. Starting with basic data exchange, the integration progresses to process
synchronization, workflow automation, and ultimately traceability and analytics. At each
level, organizations experience improved collaboration, reduced duplication of efforts,
streamlined workflows, increased efficiency, enhanced visibility, and better decision-making.
By integrating PLM and ALM systems, organizations can achieve a holistic view of their
product development process, eliminate silos, and drive efficiency and innovation throughout
the entire lifecycle.
Key Words: PLM, ALM, Teamcenter, Polarion, Integration
1. Introduction
In today’s competitive business landscape, organizations
face challenges in managing the complexities of both
physical product lifecycles and software development
lifecycles separately. The integration of Product
Lifecycle Management (PLM) and Application Lifecycle
Management (ALM) systems offers a solution to this
problem.
PLM focuses on the lifecycle of physical products, while
ALM addresses software development. Integrating
PLM and ALM using the Teamcenter and Polarion
tools provides a unified solution, enabling improved
collaboration, streamlined workflows, and better
decision-making. This integration progresses beyond
data exchange, encompassing process synchronization,
workflow automation, and traceability and analytics,
28 Machine - Automation & Electricity / World News 2023
resulting in benefits such as efficiency gains, reduced
duplication of efforts, enhanced visibility, and improved
product quality.
2. Product Lifecycle Management
Product Lifecycle Management (PLM) is the business
activity of managing, in the most effective way, a
company’s products all the way across their lifecycles;
from the very first idea for a product all the way through
until it is retired and disposed of. PLM is the management
system for a company’s products.
At the highest level, the objective of PLM is to increase
product revenues, reduce product-related costs,
maximize the value of the product portfolio, and
maximize the value of current and future products for
both customers and shareholders. The typical 5 phases
of PLM are explained below;
Article
3. Application Lifecycle Management
ALM can be thought of as PLM for software.
Similarly, to Product Lifecycle Management,
ALM encompasses the entire lifecycle,
from requirements management, through
development, testing, maintenance, all the way
to the release and maintenance of software
products. Project management, integrated
data management and collaboration are parts
of any ALM solution.
ALM systems are used to create, deploy, and
operate software over its lifecycle. There are
many different ALM systems on the market.
Different systems have different functionality.
This may address areas such as requirements
management, development, architecture,
testing, quality assurance, maintenance,
coding, variant management, change
management, project management and
release management. The typical 8 phases of
ALM are explained below;
4. ALM and PLM Similarities and
Differences
In order to get a better understanding on
why the product lifecycle management and
software application lifecycle management
Machine - Automation & Electricity / World News 2023 29
Article
• Figure 1: Lifecycle model of PLM and ALM
30 Machine - Automation & Electricity / World News 2023
Article
• Figure 2: ALM – PLM integration in a typical product development process
processes cannot be managed in a single
tool, we must explain the differences and
similarities.
5.ALM – PLM Integration in Product
Development
When initiating the mechatronic product development
process, the first phase of the lifecycle involves defining
the product requirements. During this phase, the toplevel
system requirements are established and analyzed.
Subsequently, these high-level requirements are further
refined into domain-specific, low-level requirements.
Once this phase is completed, the development of
hardware, software, and mechanical designs commences
simultaneously.
Upon the completion of the design phase, the hardware,
software, and mechanical designs undergo simulation and
verification processes. Following successful simulation
verifications, the hardware, software, and mechanical
units are manufactured and individually tested.
2. Change and propagate
3. Act and communicate
4. Align and unify
5. Collaborate and report
Level 1: Link and trace
“Link” is the capability of creating a physical or logical
relationship between ALM and PLM data assets. “Trace”
is the ability to automatically navigate this relationship.
It is important to mention that using the same part
number in disparate ALM and PLM solutions and then
searching for it in both environments does not constitute
automated navigation of the logical link.
Once the unit tests are finalized and validated, the
integration of the hardware, software, and mechanical
units takes place, initiating system-level testing.
During the system-level testing, any identified defects
are documented, and necessary design revisions or
improvements are implemented.
6. Five levels of ALM-PLM Integration
There are five main levels of ALM-PLM integration;
1. Link and trace
• Link a product test case to a software test case.
• Find all software test cases connected to a
product test case.
Machine - Automation & Electricity / World News 2023 31
Article
• Link a product defect to a software defect
• Find the product component(s) impacted by a
software defect.
Level 2: Change and Propagate
At this level companies manage the impact of changes.
Changes happen and companies need to ensure that they
are properly managed. Typical questions answered at this
level are related to the ability to assess the downstream
impact of any change in design on the development and
production chain, and vice versa, as well as to determine
the related hardware or software components involved
in a product issue or failure.
• Change a product test case and propagate the
change to the software test cases.
• Change a product requirement and propagate
the change to the impacted software user stories.
• Fix a software bug and update the product Bill
of Materials (BOM).
Level 4: Align and Unify
Level 4 addresses the need of aligning product versions,
configurations and variants to software versions,
configurations and variants. In complex product
development, a product is segmented into different
versions. Each version can be produced as different
variants or configurations allowed by all the possible
combinations of options. Software concepts like releases,
branches, baselines and parameters must be aligned to
product-specific variants, configurations and versions.
Such alignment of concepts allows the unification of
hardware and software parts into unique configurations.
• Find the software source code running on a
specific product version or variant.
• Find the software variants that can be installed
on a product.
• Navigate the full BOM (with product and software
artifacts) in the context of a product configuration,
without leaving the PLM environment.
Level 3: Act and Communicate
After data is available in both environments, connected
and traceable, and change can be governed, companies
must be able to orchestrate the different activities in
product and software development. In other words, at
this level companies achieve the integration of processes.
Examples of this integration include task assignment,
progress control and project management scenarios.
• Change the status of a software change request
into “analyze” when a product change request gets into
the “evaluate” state.
• Automatically create a product defect when a
software bug is discovered.
• Assign a test run task to a software tester when
a new product test round begins.
Level 5: Collaborate and Report
At this level, software and product engineers are able
to collaborate (joining their skills in creating a solution);
the toolset embeds the process knowledge; and process
improvements happen by means of reconfiguring the tool
instead of changing the habits of people. The alignment
of concepts and the unification of the UX at this level
are complete. Users access every software and product
artifact through the same user interface.
Process improvements are driven by analytical
dashboards that, besides providing status reports on
projects, allow the identification of process bottlenecks,
shortfalls, etc.
• Define and monitor unified product and
software key performance indicators (KPIs).
• Co-engineer a product.
32 Machine - Automation & Electricity / World News 2023
• Implement and measure product and software
process improvements.
• Software and hardware engineers are part of
the same Scrum team.
7. Conclusion
In conclusion, integrating PLM and ALM
using the Teamcenter-Polarion tools offers significant
benefits. While many companies are currently using
or implementing PLM systems, the majority of the
industry lags behind in adopting ALM systems. To
remain competitive, organizations must recognize the
importance of managing software within a separate
lifecycle environment. By embracing the integration
of PLM and ALM, organizations can enhance their
competitiveness and effectively manage both physical
product development and software engineering
processes.
References
Bayram, G. 2022. “PLM – ALM Integration for Original
Aviation Propulsion Systems”. Applied Propulsion System
Design Engineering in Aviation and Space Technologies,
Article
Gebze Technical University M.Sc. Programme.
Deuter, A., Rizzo, S. 2016. “A critical view on PLM/ALM
convergence in practice and research.” 3rd International
Conference on System-integrated Intelligence: New
Challenges for Product and. Elsevier. 405 – 412.
Stark, J. 2011. “Product Lifecycle Management: 21st
Century Paradigm for Product Realization (Decision
Engineering)” Springer.
“Improving product and software development by
integrating ALM and PLM” A white paper issued by:
Siemens PLM Software. https://www.plm.automation.
siemens.com/media/global/de/Siemens-PLM-Polarion-
Improving-product-and-software-development-byintegrating-ALM-and-PLM-wp-55667-A9_tcm53-53421.
“Why ALM and PLM need each other” A white paper
issued by: Siemens PLM Software.
https://polarion.plm.automation.siemens.com/
resources/download/why-alm-and-plm-need-eachother-whitepaper
www.ekonomiknokta.com
Article
BASIC PRINCIPLES OF PRODUCT
DESIGN IN RELIABILITY
METHOD
Hakan Atamil (b,c), Prof.Dr.Semih Ötleş (a,b)
a) Ege University, PLM Excellence Center
b) Ege University, PLM MSc Programme
c) Plant Manager-PI Oluklu Mukavva Kutu Sanayi
Basic Principles
Reliability, among many other product
qualities, is often attributed particular value
in customer surveys [1] p. 2. The guarantee
of adequate product reliability is therefore
a key factor for business success. To achieve
this in these times of reduced development
cycles yet increasingly exacting product
requirements, new approaches are necessary.
In addition to traditionally important
experimental tests to demonstrate reliability,
targeted design for reliability, combined with
an arithmetical prediction of reliability and
optimization, are increasingly at the center
of development activities. This is reflected
in the frontloading strategy, which requires
work on reliability to be shifted to an earlier
phase of product development, in order to
reduce overall expenditure.
Furthermore, high customer expectations
and global trends such as miniaturization,
growing complexity and reduced weight, for
example, are leading to greater performance
densities and so to declining reliability
reserves. This situation can often only be
offset by employing more appropriate and
accurate methods.
This volume is addressed to associates
whose work involves design for reliability,
verification and validation. It presents
important methods that satisfy the
requirements described above. The content
should be read in conjunction with the BES
Practice Description “Design for Reliability”
[2], in which the basic principles of design for
reliability are explained in more detail.
Definition of Terms
Reliability is one of the most important product
characteristics and is therefore an aspect and integral
component of quality. For its part, reliability exerts an
influence on further quality features, such as safety. The
visual demarcations of the terms quality, reliability and
safety are illustrated in Fig. 1.
Fig. 1: Quality, reliability and safety
36 Machine - Automation & Electricity / World News 2023
According to [3], reliability is an umbrella term that
describes availability and its influencing factors
performance reliability, maintainability and maintenance
support.
In order to take account of the broad use of these
terms, the hierarchical demarcations illustrated in Fig.
2 and based on the system shown in [4] are employed
in [2] and in the present volume. Dependability can
therefore be regarded as an umbrella term for reliability,
availability, safety and security, all of which make up
the attributes of dependability. This volume focuses on
design for reliability for design elements and systems.
Here, a “design element” denotes the smallest selfcontained
component that can fulfill one or more
functions (Glossary BES-PE 3-2009/11). It may consist of
one or several components.
Article
stress time can be expressed as safety versus failure. The
above terms are graphically illustrated in Fig. 3.
Fig. 3: Relationship between useful time, stress time and lifetime
For the sake of simplicity, hereinafter the words “time”
or “duration” are used to represent all possible, damage
mechanism-specific lifetime characteristics such as time
(hours, months, years), travel, distance covered, mileage,
cutting length of a tool, number of load cycles, actuations,
switching operations, work cycles, revolutions, etc.
Design for reliability is a discipline in engineering science,
which applies scientific findings to ensure that the design
of the product possesses the product characteristic
“reliability”. This also includes incorporating the ability
to maintain, test and support the product over the entire
life cycle.
Fig. 2: Dependability and reliability
According to [2], reliability is the ability of the product to
perform a required function in the predefined operating
range over a defined useful time.
This useful time is divided into operating time and
idle time. The operating time is the time during which
the unit is functioning in accordance with its intended
purpose. During idle time, on the other hand, the unit is
not in operation.
The stress time is the time during which a damage
mechanism (processes that lead to a gradual change
in a unit’s properties due to load) is acting on the unit.
It generally consists of parts of the operating time and
idle time, operating time does not necessarily concur
with the stress time: for example, certain electronic
components in a parked vehicle are still under stress or
exposed to corrosion.
Lifetime is the time during which a unit can be exposed
without interruption to a damage mechanism until
failure. In general, developers endeavor to achieve
a sufficiently long lifetime in terms of the stress time;
the correlation to useful time or operating time, on the
other hand, is not crucial. The ratio between lifetime and
Where reliability is concerned, different objects can be
examined:
• Mechanical and electrical/electronic hardware,
• Software,
• People,
• Systems composed of the above units, and
• Services.
This volume deals primarily with the reliability of design
elements consisting of mechanical and electrical/
electronic hardware in terms of durability, and the
system reliability derived from these design elements,
see Fig. 2.
Causes of Component Failure
Local and Global Approaches
Fig. 4: Global (left) and local (right) reliability assessment concepts
Machine - Automation & Electricity / World News 2023 37
Article
Ostensibly, component failure occurs when a load exceeds
the amount of load that can be withstood (load capacity)
by the component. However, this statement is not really
helpful, because it expresses the reasons for failure in a
very superficial way and does not contribute to a deeper
understanding of the causes of failure. Furthermore, we
can soon observe that certain components may fail while
others do not, under the same load. The cause of failure
cannot therefore be found in load alone. Concepts that
explain the failure of a component by comparing load
and load capacity are referred to as global or load-based
concepts.
A more in-depth method of observation starts with the
premise that the external load at each location on the
component generates a (locally variable) stress. Failure
then occurs when the local stress exceeds the amount
of stress that can be withstood at the location of failure
(strength). Both stress and strength are dependent upon
the nature of the load, as different types of load can
give rise to different damage mechanisms, which are
characterized by different parameters.
Concepts that are based on the local comparison of
stress and strength are referred to as local concepts.
EXAMPLE:
Let’s take a look at a stepped bar with a fillet radius of R0,
which is subjected to quasi-static load from an external
force L0, Fig. 4.
In order to ascertain the safety of a component with
respect to brittle facture by the help of a global concept,
component experiments must be performed under
different forces L, and the force L0* determined at which
failure first occurs. This force represents the global load
capacity. The quotient L0*/L0 constitutes a measure of
the safety of the component in terms of failure.
The results cannot simply be transferred to other
components, however: the complete component
experiments must be repeated for a different bar with a
fillet radius of R1, in order to ascertain its load capacity
L1*. Moreover, statements about safety cannot be made
before a component is available.
For reliability assessments using a local concept, first
of all we have to find a local variable that characterizes
stress as a result of the external force. In this example,
this would be mechanical stress. Assuming a linear
elastic characteristic, this stress can simply be calculated
at the notch root (the point of the highest stress) as s0
= c(R0)L0 from the force L0, whereby the transfer factor
c(R0) depends on the fillet radius but not on the load.
The variable s0 represents the stress.
Likewise, a local quantity can be derived that
characterizes load capacity: s0* = c(R0)L0*, this being
strength. The quotient s0*/s0 constitutes a local measure
of component safety versus failure. This procedure has
clear advantages: for assessing a design alternative, e.g.
a bar with a fillet radius R1, it would not be necessary to
conduct further experiments, but simply to recalculate
c(R1), as s1*/s1 = s0*/(c(R1)L0).
At this point we have simplified the process by assuming
that s1*= s0*, i.e. all bars have the same local strength,
which therefore represents a real material parameter.
This does not necessarily have to apply to all damage
mechanisms, however; the fundamental laws defining
the dependence of strength on various influences have
to be known. This is a key element of a local assessment
concept.
The above example clearly illustrates the advantages
and disadvantages of the two assessment concepts. So,
for load-based (global) concepts:
• The advantage is high accuracy, as all
experimentally determined variables were ascertained
on the component itself.
• On the other hand, transferability to other
components cannot simply be assumed, and relatively
little can be learned about the causes of failure. What
is more, conducting the component experiment with
complex load is often difficult or impossible, or too
expensive.
As for local concepts, on the other hand:
• Their advantage is their suitability for use in
earlier stages of the product creation process, or where
component experiments are difficult, too expensive or
unfeasible. In addition, they can be used to build up a
deeper understanding of the causes of failure.
• As a disadvantage of local concepts, insufficient
accuracy can sometimes be mentioned. Furthermore, a
lot of expertise has to go into the assessment concept.
As is often the case, the solution here is to use a
combination of both approaches: the strength that is to
be employed with a local concept must be determined
in an experiment, if possible on the component. This
approach covers all influences that may not explicitly be
included in an assessment concept due to insufficient
knowledge.
Damage Characteristic, S/N Diagram
The deliberations above always focused on the level of
load/load capacity or the local variables stress/strength.
38 Machine - Automation & Electricity / World News 2023
This only result in a meaningful procedure if a load is
applied that either immediately leads to failure or can
be withstood for an infinitely long time. Such cases are
seldom of any practical meaning, particularly in the
context of examining reliability.
Failure often does not occur immediately, even under
constant or periodic load, but only after a certain duration,
Fig. 5. Examples are metal creep at temperatures above
40 % of the melting temperature, or crack propagation
in brittle materials. This model assumes that the load
provokes a certain damage that increases over time
(and possibly depending on location), which may lead
to failure. This must be characterized by a damage
parameter that conforms to the physical laws of the local
processes taking place.
Thus, the load is a two-dimensional quantity; it
features both a (possibly variable) level, and a duration.
Consequently, when stating the level of load the
duration of load must also be mentioned, and if the level
is variable the complete load-time curve (often referred
to as a load-time series) must be indicated.
Fig. 6: Lifetime points in an S/N diagram.
Article
It is extremely important to clearly differentiate the S/
N diagram from an illustration of damage over time by
means of a damage parameter. The latter is crucial for
visualizing and understanding the physical processes at
work. In practical reliability assessments, however, it is
the Wöhler representation of lifetime points that plays a
key role. This is also because knowledge of the nature of
a damage parameter and the concrete course of damage
over time is not necessarily available for every damage
mechanism.
The S/N diagram does not illustrate a time series, but
rather a boundary between the zones “unit under
observation intact” (bottom left) and “unit under
observation failed” (top right). Both the “in load
direction”, for a constant lifetime feature, and the “in
lifetime direction”, at a constant load or stress, can be
examined.
Distributed Characteristics, Failure Probability
Fig. 5: Delayed fracture as a result of progressive damage. Left: Metal
creep under constant load (damage parameter elongation e). Right: Crack
propagation (damage parameter crack length a). t* indicates the lifetime.
Different lifetimes can be achieved with different load
levels. To put it simply, the information about the
dependence of lifetime on the load level, particularly
where load is uniform, can only be illustrated in a t-L
diagram by means of corresponding lifetime points (t*,
L0), whereby the nature of the load must be described
by other means (e.g. constant, uniform, cyclic with
zero underload, etc.). The lifetime points can also be
connected via a curve (assuming continuous behavior),
to illustrate the dependence of lifetime on the load level,
Fig. 6. This dependence is often described by means of
a power function, which appears in logarithmic form as
a straight line. Under uniform cyclic loading, this type of
representation is traditionally referred to as a Wöhler
curve (or S/N diagram).
As already mentioned above, a concrete component fails
if its load exceeds its load capacity, or its local stress at
the location of failure exceeds its strength.
If we now conduct a series of experiments with several
components under the same load, different lifetimes will
result, despite the same test conditions and (nominally)
identical components. Lifetime is therefore a statistically
distributed, not a deterministic, quantity. What this
means is that due to randomly fluctuating material and
manufacturing conditions, the lifetime of a component
cannot be exactly predicted. The same frequently applies
to its load, as a result of fluctuating conditions of use.
As the local variables stress and strength are derived
from global load and load capacity, these are also
distributed variables. They are characterized by their
statistical distribution. Details on distributions and their
characteristic values can be found in section 6.1.3 of the
Annex. The fact that lifetime is a distributed variable is
sometimes implied symbolically by entering a distribution
Machine - Automation & Electricity / World News 2023 39
Article
density function above the lifetime points, Fig. 7.
In the field of quality assurance, in particular, it is
common to express the failure characteristic by means
of the failure rate A:
(2.2)
Fig. 7: Distributed lifetime. The points indicate the variable lifetime ti* of
the i-th, nominally identical part at a constant load quantity L0 (top). Failure
probability F dependent on the lifetime characteristic t (bottom).
The distributed characteristics approach opens up an
entirely new perspective regarding the question as to
why components fail: as neither the exact stress nor
the exact strength of a concrete component is known in
advance (but can only possibly be recorded or measured
afterwards), the question as to whether a concrete
component will fail will not be answered deterministically.
In response to this question, we can only state a failure
probability. In other words, we can only determine what
proportion, from the population of all components, can
fail, but not whether a particular component will fail.
As a rule, tq* (also occasionally known in the literature as
Bq) signifies the lifetime until which the proportion q of a
population of products has failed. Common values for q
are e.g. 10 %, 2 % or 1 %. Expressed mathematically, tq* is
the q-quantile of distribution. t10*, for example, denotes
the lifetime up to which 10% of products of a population
have failed. The median of the distribution is the 50%
quantile t50*. Where generally skewed distributions
are concerned, the median differs from the mean, also
known as MTTF (mean time to failure); in most cases,
however, a relationship can be illustrated between two
variables. tq* can be determined easily with the aid of
the failure probability curve F(t) (possibly as a straight
line in a suitable probability paper). To this aim, the point
where the q%- horizontal intersects with the failure
probability curve is determined and the associated
lifetime characteristic read on the t-axis, Fig. 7.
Reliability is described as the survival probability R(t),
which can be determined from the failure probability:
R (t) = 1 - F (t). (2.1)
Failure Characteristic Over Time, Failure Rate and
“Bathtub Curve”
Fig. 8: Failure rate and “bathtub curve” according to [1]
whereby f(t) signifies the failure probability density
function and R(t) denotes the survival probability at the
time t, Fig. 8. The failure rate at a particular point in time
can be estimated empirically, by dividing the number
of failures per time unit by the sum of not-yet-failed
components. This estimation is known as the failure
quota.
The failure rate can be interpreted as a measure of the
probability that a component will fail, if it has not failed up
to this point in time, [1] p. 23. The failure rate is a relative
quantity: the failures are divided by the number of still
intact units. Furthermore, the rate is a time-referenced
quantity, as the name suggests: the failures are stated
per time unit (period, year, hour, etc.). Consequently, the
statement “X-ppm” is not a failure rate.
The failure rate curve over the duration of service
of components has a characteristic shape. Due to its
similarity to the image of a longitudinal section through
a bathtub, it has the name “bathtub curve”. This curve
generally has three segments, although not every
component portrays this typical behavior:
• Segment I shows a falling failure rate and
is typical of early failures due to manufacturing and
assembly errors. An early failure characteristic means
that the probability of failure in the next time segment is
high at the start of stress, and declines over time. These
failures can typically be averted by quality controls or
experiments on a pilot series.
• Segment II shows a constant failure rate, which
is typical for random failures due to operator error or
contamination, for example. Here, the probability of
failure in the following time segment does not depend
on the product’s previous history. The same proportion
of the products still intact at the beginning of each time
segment always fails within time intervals of the same
length. Electronic components may demonstrate this
characteristic, due to cosmic radiation, for example. In
this case, failures can be avoided by correct usage.
• Segment III features a rising failure rate and is
typical of degradation, wear and fatigue. In this area,
it becomes increasingly probable that an as-yet intact
product will fail within the following time segment.
(Premature) failures in this area can only be avoided by
the correct design.
40 Machine - Automation & Electricity / World News 2023
The failure rate must not be equated with the absolute
number of failures, as shown by the following two
examples.
EXAMPLE:
A manufacturer has produced 100 units and records
the following failure numbers in the following 4 time
periods:
Article
As part of product development, endeavors are made to
increase the reliability of a product systematically, i.e. to
avoid early failures as far as possible (quality assurance),
to widen the range of “random failures” (usage period;
useful time) and to delay the beginning of wear and
aging failures as far as necessary, Fig. 9. The failure
characteristic of products is investigated in lifetime tests
accompanying the development process. These are
evaluated by applying Weibull’s theory.
Do you think the failure rate here is falling, constant or
rising?
The failure quota can be used as the basis for estimating
the failure rate. The table below shows that despite
falling failure numbers, the failure quota remains roughly
constant. This effect is due to the fact that the total
number of still intact units falls over time.
Fig. 9: Improving reliability during the course of product development
(schematic)
EXAMPLE:
A manufacturer produces 100 units per period over
4 time periods and then records the following failure
numbers:
Do you think the failure rate here is falling, constant or
rising?
Again, the failure quota is used as the basis for estimating
the failure rate. The following table shows that despite
rising failure numbers, the failure quota remains roughly
constant. This effect is due to the fact that the total
number of intact units rises over time, because newly
produced units are constantly being added.
The failure rates of numerous electronic standard
components are listed in Failure Rate Catalogs, e.g.
Military handbook 217 on predicting the reliability of
electronic components [5]. Starting with the basic,
temperature-dependent failure rates of components
stated therein, failure rates for concrete usage conditions
can be calculated, if simple models are assumed and
load factors are taken into consideration. The load
factors cover mechanical, climatic and electrical stress,
for example.
However, measured and predicted values of reliability
of electronic components (calculated on the basis of
various manuals) may differ by a factor of up to 100.
The calculation methods mentioned must therefore be
critically examined:
• One of the principal problems is that the data
employed for the assessment is old. The manuals are not
always updated regularly (the most recent issue of [5] is
from 1995, for example), so that the information they
contain do not conform to today’s state of the art.
• Secondly, vital predictors such as temperature
change, temperature gradient, shock, vibration, switchon/off
processes, manufacturing quality and aging
cannot be predicted, or not realistically.
• One key objection arises from the fact that
these calculation models always operate with constant
Machine - Automation & Electricity / World News 2023 41
Article
failure rates and can therefore only apply to random
failures (zone II of the bathtub curve). This is because
in this case, calculating the system failure rate from
the failure rates of the individual elements is especially
simple, see section 3.4.5. In the electronic components
of today, however, degradation plays an important role.
Degradation leads to rising failure rates and cannot be
covered using models such as exponential distribution,
which assume constant failure rates.
For the reasons described above, quantitative analysis of
the reliability of electronic components based on manuals
should be employed with caution and understanding.
FIT (Failures In Time) is a unit of measurement showing
the failure rates of electronic components in the area of
random failures, λ = constant:
(2.3)
EXAMPLE:
If 7 out of 500 components fail within an operating time
of one year, the failure rate is
which is synonymous with X = 1598 FIT.
Conversely, the expected number of failures can be calculated
from a known failure rate (e.g. from a tabular value). If 2000
components complete a 1200-hours test with the failure rate
stated above, approximately 2000.1200h .1598 .10-9h-1≈4
failures can be expected.
References
[1] B. Bertsche, G. Lechner: Zuverlassigkeit im
Fahrzeug- und Maschinenbau, 3rd Edition, Springer,
2004
[2] Bosch Product Engineering System:
Committed BES Practice Zuverlassigkeitsgestaltung von
Designelementen, 2010
[3] Standard IEC 60050-191: International
Electrotechnical Vocabulary, Chapter 191: Dependability
and quality of service, 1990
[4] J. C. Laprie (ed.): Dependability: Basic Concepts
and Terminology. In: Dependable Computing and Fault-
Tolerant Systems, Vol. 5, Springer, 1992
[5] MIL-HDBK-217F (Notice 2): Reliability Prediction
of Electronic Equipment, U.S. Department of Defense,
1995
42 Machine - Automation & Electricity / World News 2023
4 rd - INDUSTRY 4.0 SUMMIT
Date: Decembeer - 2023
Location: Istanbul / Turkey
COMMUNICATION FOR SPONSORSHIP
e -mail : makineotomasyondergisi@gmail.com - worldmediareklam@gmail.com
Tel : 0 505 400 94 34 - 0 505 400 94 33 - 0 546 675 59 49
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İndustry
Increasing Productivity
with Drive Intelligence
• Even more flexibility for automation systems: In
the servo drives of the new b maXX 6000 range,
the driveintegrated control unit b maXX PLC di
(“drive-integrated”) handles scalable control
tasks up to high-performant synchronous multiaxis
applications
• Baumüller will be presenting an entirely new automation system at the SPS
2023
This year, SPS is focusing on the megatrend of
automation: productivity, sustainability, and connectivity.
Baumüller is launching numerous new products that
engage with these trends.
On November 14–16, 2023, in Hall 1 at Stand 560 of
the Nuremberg trade fair grounds, the Nuremberg
automation specialist will exhibit an entirely new runtime
system for PLCs, the servo converter range b maXX 6000
including drive-integrated performant control unit b
maXX PLC di and the new DSC2 generation of motors.
New tools for smart energy monitoring in the drive, along
with new ways to model mechanics for drive simulation,
are likewise increasing performance along all steps of
the machine manufacturing value chain. One of the
fastest drive-integrated PLCs on the market Even more
flexibility for automation systems: In the servo drives of
the new b maXX 6000 range, the drive-integrated control
unit b maXX PLC di (“drive-integrated”) handles scalable
control tasks up to high-performant synchronous multiaxis
applications. This reduces the demand on, minimizes,
and accordingly replaces central process loop control,
since the PLC di can also be used as EtherCAT Master to
control additional servo converters. With minimal field
bus cycle times of up to 250 μs, the integrated control
unit is one of the fastest driveintegrated
PLCs on the market.
Through digital inputs, the b maXX PLC di reacts in real
time to important events such as touch probes. The
advantage: The control unit works with greater efficiency
and safety, in particular in environments requiring fast
response times.
In addition, the drive-integrated PLC also allows the
implementation of smart applications in addition to
movement control. The extremely fast interface between
PLC di and servocontroller (local axis) provides access
to drive parameters such as voltage, current, power,
torque, revolutions per minute, and position. Using their
own control algorithms and IoT functionalities, engine
manufacturers can thus offer their clients added value
Completely new IoT solutions become possible using
the analog high-speed inputs (no additional hardware
required, minimum scanning time 1 μs). For example, a
44 Machine - Automation & Electricity / World News 2023
mechanical vibration sensor can be attached directly, so
as to perform a vibration analysis directly in the drive
system PLC. This excellent connectivity enables the
design of highly flexible and modular structures through
interfaces such as OPC, UA, MQTT, EtherCAT, and
Ethernet. The b maXX PLC di is thus ideally set up for
future requirements regarding automation or the
Internet of Things.
Faster engineering, greater performance When it comes
to control technology, Baumüller relies on open systems
and simplified engineering: With the new runtime
environment IEC 61131, developed entirely in-house,
Baumüller offers a platform that supports current
standards such as high-level programming languages
and IoT connectivity. This ensures that Baumüller will
continue to be able to react flexibly to client requirements
in the future.
İndustry
is available. For the hardware, the signal bus, service
option, digital and analog I/Os, and brake connection
can be selected, among other things. With regard to
safety, different variations are available, from the simple
hardware-controlled STO (Safe Torque-Off) through to
higher safety functions actuated via FSoE (FailSafe over
EtherCAT), all of which comply with the highest safety
level.
Baumüller is also setting new standards for device
dimensions: In addition to the space-saving side-by-side
system (b maXX 6300), the mono units (b maXX 6500)
are also significantly more compact. The installation
volume is thus greatly reduced, enabling even smaller
control cabinets. But the servo can do a lot more: the
drive can be used as a sensor/sensor hub and provides
scalable IoT connectivity, for example as a cloud link
through edge computing.
The runtime system is based on Linux and allows the coding
of PLC programs using objectoriented programming.
This makes it possible to build modular, reusable and
clearly structured programs. Such programs not only
reduce developer workloads in project implementation,
but also increase flexibility. Existing templates, machine
modules, and libraries following the PLCopen standard
can still be used.
High-level programming languages such as C++ are
likewise integrated into the platform. The advantage:
System expansion after the fact and cross-platform use
are simpler than ever before. This improves development
efficiency, reduces time-to-market, and increases the
flexibility of the overall system.
The new runtime system is available for the driveintegrated
b maXX PLC di from launch. It will also be made
available later for Baumüller’s other control platforms.
Boost your performance, reduce your footprint
The new b maXX 6000 servo controller generation stands
for more performance and maximum scalability. The
increase in performance is achieved for example through
newly developed safety functionalities which were
devised specifically for applications requiring especially
dynamic and precise handling. In the new servocontrollers,
the safety module is integrated directly into
the device. This allows safety-relevant encoder signals to
be analyzed at an even higher resolution. That way, speed
and position precision can once again be significantly
improved, helping reduce machine cycle times.
Numerous hardware and software options ensure
maximum scalability, so that drives can be even better
adapted to the requirements of the specific application.
A large number of encoder, hardware, and safety options
• Even more flexibility for automation systems: In
the servo drives of the new b maXX 6000 range,
the driveintegrated control unit b maXX PLC di
(“drive-integrated”) handles scalable control
tasks up to high-performant synchronous multiaxis
applications
Even more performance, even smaller space
The new DSC2 servo motors are the next generation for
applications requiring high torque densities. Their low
weight and small dimensions make them the series of
choice. One of the reductions was in installed length,
making the DSC2 significantly more compact while
maintaining the same performance.
Machine - Automation Electricity / World News 2023 45
İndustry
Like the DSC1 product family before them, the DSC2
motors are scalable and easy to adapt to specific
requirements. The numerous encoder and cooling
options, optional break, various compatible gear variants
and many additional options ensure that the DSC2, as
well, can be matched perfectly with its individual area
of application.
Increasing productivity and enabling new business
models through smart drive solutions
Condition monitoring solutions allow operators to keep
track of the condition of many machines on a regular
basis. For example, wear on motors can be identified
early, preventing potential machine downtimes. However,
if this function is performed via sensor, it can quickly get
very complicated and costly, depending on the type of
machine and the number of motors used, such as in a
textile machine.
The new Smart Vibration Monitoring software solution
allows machine manufacturers to offer their clients
condition monitoring without external sensors. The
software is directly integrated in the servo-controller
using softdrivePLC, making it easy to retrofit and update.
Machine manufacturers thus have new options, such
as offering runtime models for additional machine
functions.
The new function uses previously recorded and analyzed
process parameters as reference values for monitoring
the mechanics, such as the electric motor, fan, or
hydraulic pump. The software detects vibrations, such
as those created by imbalance or improper alignment,
early on and sends an error signal. This allows planned
maintenance to be carried out on the motor, preventing
further damage to or failure of the machine.
Determining and reducing the product carbon footprintIn
times of rising energy costs, solutions are in demand
that can help determine energy consumption and then
reduce it in a targeted way. With its new Smart Energy
Monitoring software function, Baumüller now presents a
solution for the intelligent energy monitoring of machines
and systems. The software transparently measures
energy use/consumption of individual production steps
and then optimizes energy use based on a reference
measurement. This last also serves as an initial value
for detecting energy changes in the production process.
Warning and error thresholds can then be set on the
basis of these values.
The software is loaded directly onto the servo-controller.
This makes it easy to retrofit and update, allowing the
machine manufacturer to market it as an additional
function. Energy consumption is recorded directly via
the intelligent drive. This saves additional costs for
unnecessary external sensors and reduces the amount
of wiring required.
The new function supports determining energy use/
consumption both overall and for each individual axis
of the drive system per cycle. The energy measurement
is performed autonomously and in real time in the
Baumüller b maXX servo converters. Measurement and
results can be easily displayed through machine
visualization or on the dashboard displays of open IoT
interfaces for alternative devices, such as OPC and UA.
Optimized engineering and increased productivity
thanks to a digital twin
Baumüller offers a wide variety of controller and
mechanics models for virtual commissioning. The
advantage: Using the engineering tool ProSimulation,
the machine manufacturer can determine the ideal drive
system and ideal operating site. In particular for more
complex nonlinear processes, the tool simulates different
movement profiles in order to find the ideal drive system.
This saves the machine builder valuable time in designing
the machine, and reduces energy costs and thus the CO2
emissions of the machine from the very beginning. In
addition, the simulation makes it possible to determine
ahead of time whether the required performance values
will be reached.
• With the newly developed software solution
Smart Vibration Monitoring, condition monitoring
can be implemented with no sensors at all. The
software is integrated directly into the servo
controller, allowing easy retrofitting
The latest model simulates the knee lever in the clamping
unit of an injection molding machine. On request,
Baumüller’s simulation experts can adapt the modeled
mechanics to individual machine types.
46 Machine - Automation & Electricity / World News 2023
İndustry
• ProSimulation offers the possibility of testing the drive behavior
realistically during the design phase, and in addition to optimal design
of the drive components, also enables faster commissioning. The latest
model simulates the knee lever in the clamping unit of an injection molding
machine.
Life-cycle management worldwide
In addition to the development and manufacture of
drive and automation components, the Baumüller group
of companies provides numerous services for plant and
machinery manufacturing and for machine operators.
From project planning, design and engineering
through assembly and commissioning to maintenance,
retrofitting and relocation, Baumüller offers support over
the entire life cycle of machines and systems. With over
40 branches worldwide, Baumüller is a reliable service
partner with decades of experience. Baumüller attaches
particular importance to the sustainable and resourcesaving
production of intelligent drive and automation
solutions.
• Based in Nuremberg, Baumüller is a leading manufacturer of electric automation and
drivesystems. At production sites in Germany, the Czech Republic, Slovenia and China as
well asin over 40 branches worldwide, around 2,000 employees develop and produce
intelligent system solutions for machine manufacturing and e-mobility. İn addition, the
range of services offered by the Baumüller Group includes engineering, assembly and
industrial relocation as well as services, thus covering all aspects of life cycle management.
Machine - Automation Electricity / World News 2023 45
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