@seedtactics/insight-client 16.8.0 → 16.8.1

package/docs/material-tracking.md

@@ -2,235 +2,202 @@
 title: Material Tracking
 nav: Procedures > Material Tracking
 description: >-
-  Tracking each piece of material by marking it with a unique serial and
-  barcode is vital by helping operators load/unload material, increase quality,
-  fill workorders, and long-term tracking of material.
+  Tracking each piece of material by marking it with a unique serial and barcode is vital by helping
+  operators load/unload material, increase quality, fill workorders, and long-term tracking of
+  material.
 ---
 
 # Material Tracking
 
-Tracking each piece of material by marking it with a unique serial and
-barcode is vital for operating a system with a mix of automated and manual
-handling. The key design objectives and goals are as follows:
+Tracking each piece of material by marking it with a unique serial and barcode is vital for
+operating a system with a mix of automated and manual handling. The key design objectives and goals
+are as follows:
 
 1. Assist the operators with loading and unloading by providing information about what to produce,
-   what material is available, the status of all the in-process material, and load/unload instructions.
+   what material is available, the status of all the in-process material, and load/unload
+   instructions.
 
-2. Increase quality by allow the inspection operator to learn the history of the
-   exact piece of material under test (the pallet, machine, program, date and time, etc.).
+2. Increase quality by allow the inspection operator to learn the history of the exact piece of
+   material under test (the pallet, machine, program, date and time, etc.).
 
 3. Track unloaded material through manual processes such as final wash or any in-process work
    between automated machine cycles.
 
-4. Properly fill workorders, ensuring that all produced material is assigned to a workorder and that enough
-   material is produced to fill workorders on time.
+4. Properly fill workorders, ensuring that all produced material is assigned to a workorder and that
+   enough material is produced to fill workorders on time.
 
-5. Make it as easy as possible for the operators to keep the data in the computers matching
-   the reality of the material on the shop floor.
+5. Make it as easy as possible for the operators to keep the data in the computers matching the
+   reality of the material on the shop floor.
 
-6. When the data in the computers no longer matches the reality on the shop floor, provide
-   an easy way of rectifying this situation by updating the data in the computers.
+6. When the data in the computers no longer matches the reality on the shop floor, provide an easy
+   way of rectifying this situation by updating the data in the computers.
 
 7. Provide long-term tracking and part identification for downstream customers.
 
-The key challenge is in points 5 and 6; the system must make the normal,
-everyday operator tasks easy and straightforward but also be robust to the
-unknown.
+The key challenge is in points 5 and 6; the system must make the normal, everyday operator tasks
+easy and straightforward but also be robust to the unknown.
 
 ## Sticky Notes
 
-Consider the following method of tracking material not using a computer. On a
-whiteboard, divide the whiteboard into regions for all the possible places
-that material could be, so a region for each pallet, a region for each
-in-process transfer stand, a region for material waiting to be inspected, a
-region for material waiting to be washed, a region for in-process queues and
-conveyors, a region for castings, a region for material sent out of the
-factory for external work, and so on. Any place that material could be has a
-corresponding region on the whiteboard.
-
-Now for each piece of material, a new sticky note is used. The part name and
-serial is written on the sticky note and on the back is written a log of
-activity. At the start of the process, a new sticky note is created and
-placed on the whiteboard. As the process unfolds, the sticky note moves
-around on the whiteboard corresponding to the material moving around the
-factory floor.
-
-For example, a part just completed process 1 and is waiting on pallet 6 at
-the load station to be unloaded into the transfer stand. The sticky note for
-the material is currently on the whiteboard in the region for pallet 6. As
-part of the unload operation, the sticky note is moved on the whiteboard from
-the pallet 6 region to the transfer-stand region. (Also, if any material is
-loaded, its corresponding sticky note is moved into the pallet 6 region.) The
-fact that there is a sticky note existing in the transfer stand position on
-the whiteboard signals to the operators that the pallet for the second
-operation should be brought to the load station. When the pallet for the
-second operation arrives and the material is loaded, the sticky note will
-then move from the whiteboard region for the transfer-stand to the region of
-the whiteboard for the pallet.
+Consider the following method of tracking material not using a computer. On a whiteboard, divide the
+whiteboard into regions for all the possible places that material could be, so a region for each
+pallet, a region for each in-process transfer stand, a region for material waiting to be inspected,
+a region for material waiting to be washed, a region for in-process queues and conveyors, a region
+for castings, a region for material sent out of the factory for external work, and so on. Any place
+that material could be has a corresponding region on the whiteboard.
+
+Now for each piece of material, a new sticky note is used. The part name and serial is written on
+the sticky note and on the back is written a log of activity. At the start of the process, a new
+sticky note is created and placed on the whiteboard. As the process unfolds, the sticky note moves
+around on the whiteboard corresponding to the material moving around the factory floor.
+
+For example, a part just completed process 1 and is waiting on pallet 6 at the load station to be
+unloaded into the transfer stand. The sticky note for the material is currently on the whiteboard in
+the region for pallet 6. As part of the unload operation, the sticky note is moved on the whiteboard
+from the pallet 6 region to the transfer-stand region. (Also, if any material is loaded, its
+corresponding sticky note is moved into the pallet 6 region.) The fact that there is a sticky note
+existing in the transfer stand position on the whiteboard signals to the operators that the pallet
+for the second operation should be brought to the load station. When the pallet for the second
+operation arrives and the material is loaded, the sticky note will then move from the whiteboard
+region for the transfer-stand to the region of the whiteboard for the pallet.
 
 This whiteboard of sticky notes has several great features:
 
-- By centralizing all material on a single whiteboard, it is easy to visualize the
-  entire process and make decisions about what actions to take (what material is
-  available for loading, what material needs to be inspected, what material to wash and assign to
-  a workorder, etc.).
+- By centralizing all material on a single whiteboard, it is easy to visualize the entire process
+  and make decisions about what actions to take (what material is available for loading, what
+  material needs to be inspected, what material to wash and assign to a workorder, etc.).
 
-- Operators can at a glance determine if the whiteboard matches the reality on the factory floor. If there is
-  a mismatch, the sticky notes can be moved so that the whiteboard matches reality.
+- Operators can at a glance determine if the whiteboard matches the reality on the factory floor. If
+  there is a mismatch, the sticky notes can be moved so that the whiteboard matches reality.
 
-- Operators at a single station can focus only on a section of the whiteboard to carry out their tasks. For example,
-  at the wash station, only the section of the whiteboard corresponding to the wash stand is relevant.
+- Operators at a single station can focus only on a section of the whiteboard to carry out their
+  tasks. For example, at the wash station, only the section of the whiteboard corresponding to the
+  wash stand is relevant.
 
 - It is straightforward to accommodate all sorts of material tasks both inside and outside of
-  automation. For example, if a part must be quarantined as potential scrap, its sticky note can be set on
-  the side of the whiteboard. Once examined, if the part is determined to be scrap the sticky note can
-  be thrown in the trash can. If the part needs some re-machining, the sticky note can be added
-  back onto the whiteboard once the re-machining has completed and the part is ready for the remainder of the
-  process.
-
-- By using a metaphor of physical sticky notes, the design provides an intuitive understanding for users.
-  The design is motivated by Google's Material Design, whose founding idea is: "A material metaphor is the unifying
-  theory of a rationalized space and a system of motion. The material is grounded in tactile reality,
-  inspired by the study of paper and ink, yet technologically advanced and open to imagination and magic."
-  In fact, we suggest that operator training start with actual physical sticky notes on a whiteboard before
-  transitioning the training to the computers.
-
-Of course, there is one main downside to using a physical whiteboard; it is
-tedious for the operators. This is solved by keeping the whiteboard and
-sticky notes in software and using software monitoring to automatically move
-around the sticky notes. We believe that when using automation and software as
-part of process control, you must always start with a design that could be
-done without software. This produces a design which does not force the
-process to conform to the software but allows the software to support the
-process. It also eases user understanding because it provides a
-straightforward metaphor for the user to understand how the software
-functions. The software should exist just to support the process by removing
-the tedious and error-prone tasks.
+  automation. For example, if a part must be quarantined as potential scrap, its sticky note can be
+  set on the side of the whiteboard. Once examined, if the part is determined to be scrap the sticky
+  note can be thrown in the trash can. If the part needs some re-machining, the sticky note can be
+  added back onto the whiteboard once the re-machining has completed and the part is ready for the
+  remainder of the process.
+
+- By using a metaphor of physical sticky notes, the design provides an intuitive understanding for
+  users. The design is motivated by Google's Material Design, whose founding idea is: "A material
+  metaphor is the unifying theory of a rationalized space and a system of motion. The material is
+  grounded in tactile reality, inspired by the study of paper and ink, yet technologically advanced
+  and open to imagination and magic." In fact, we suggest that operator training start with actual
+  physical sticky notes on a whiteboard before transitioning the training to the computers.
+
+Of course, there is one main downside to using a physical whiteboard; it is tedious for the
+operators. This is solved by keeping the whiteboard and sticky notes in software and using software
+monitoring to automatically move around the sticky notes. We believe that when using automation and
+software as part of process control, you must always start with a design that could be done without
+software. This produces a design which does not force the process to conform to the software but
+allows the software to support the process. It also eases user understanding because it provides a
+straightforward metaphor for the user to understand how the software functions. The software should
+exist just to support the process by removing the tedious and error-prone tasks.
 
 ## Software-Based Sticky Notes
 
 ![Screenshot of Load/Unload Station Screen](screenshots/insight-loadstation-small.jpg)
 
-The tactile metaphor of moving around sticky notes, with one sticky note per
-piece of material, is the basis for the FMS Insight Station Monitor page. See
-the screenshot above, which shows the whiteboard with regions for Raw
-Material, the two faces on Pallet 1, and Completed Material. Insight
-allows the operator to view a section of the virtual whiteboard of material
-sticky notes relevant to the current station, in this case the load station 1.
-
-Insight monitors the machines and automation and moves around the material
-sticky notes on the virtual whiteboard as parts are loaded, unloaded, and
-machined. Also, by watching the virtual whiteboard, Insight can control the
-pallets. For example, Insight will prevent a pallet from arriving at the load
-station if the transfer stand queue virtual whiteboard region is empty.
-
-Insight allows the operator to keep the virtual whiteboard in sync with the
-material on the factory floor. Operators can remove virtual material sticky
-notes from the whiteboard by clicking a button and add sticky notes by
-scanning a barcode or manually entering a serial. Each queue or conveyor or
-place where material is under manual control has a corresponding whiteboard
-region. By placing a computer or tablet at that place in the factory, the
-operator can at a glance see if the virtual whiteboard matches the reality on
-the factory floor, and if not simply edit the virtual whiteboard to match.
+The tactile metaphor of moving around sticky notes, with one sticky note per piece of material, is
+the basis for the FMS Insight Station Monitor page. See the screenshot above, which shows the
+whiteboard with regions for Raw Material, the two faces on Pallet 1, and Completed Material. Insight
+allows the operator to view a section of the virtual whiteboard of material sticky notes relevant to
+the current station, in this case the load station 1.
+
+Insight monitors the machines and automation and moves around the material sticky notes on the
+virtual whiteboard as parts are loaded, unloaded, and machined. Also, by watching the virtual
+whiteboard, Insight can control the pallets. For example, Insight will prevent a pallet from
+arriving at the load station if the transfer stand queue virtual whiteboard region is empty.
+
+Insight allows the operator to keep the virtual whiteboard in sync with the material on the factory
+floor. Operators can remove virtual material sticky notes from the whiteboard by clicking a button
+and add sticky notes by scanning a barcode or manually entering a serial. Each queue or conveyor or
+place where material is under manual control has a corresponding whiteboard region. By placing a
+computer or tablet at that place in the factory, the operator can at a glance see if the virtual
+whiteboard matches the reality on the factory floor, and if not simply edit the virtual whiteboard
+to match.
 
 ## An Example Design
 
-The virtual whiteboard implemented by FMS Insight is versatile and can adjust
-to a huge variety of processes with parts moving in and out of automation and
-manual handling.
-
-For example, consider a process with two cells: a horizontal machining cell
-and a lathe cell. Parts are manually loaded and unloaded and transfer between
-cells via a conveyor. The conveyor between the cells will correspond to a
-region on the virtual whiteboard. Also, right next to the conveyor, there is
-a computer or mounted tablet with an attached barcode scanner. The computer
-uses FMS Insight to display the region of the whiteboard for the conveyor. As
-parts are unloaded from one cell, FMS Insight automatically moves the
-corresponding material sticky note from the pallet to the conveyor region.
-Similarly, FMS Insight is configured to monitor the virtual whiteboard region
-for the conveyor to know when to bring pallets to the load station to load
-material out of the conveyor.
-
-During normal operation, the operator does not need to manually edit the
-virtual whiteboard. As parts are completed in one cell, their sticky notes
-are moved to the whiteboard region for the conveyor and when the material is
-loaded into the second cell the sticky notes are removed from the whiteboard
-region for the conveyor. The operator can at a glance see that the conveyor
-matches the virtual whiteboard by comparing the conveyor to the computer screen.
-
-Now consider that some parts are removed from the conveyor temporarily.
-Perhaps the parts are inspected, a part needs some re-machining, or it must
-travel elsewhere in the factory for a specialized operation. When the
-material is removed from the conveyor, the operator can click a button in FMS
-Insight to remove the sticky note from the virtual whiteboard. FMS Insight
-will then prevent a pallet from arriving to load this missing material. The
-material eventually returns and when it does, the operator can scan the
-barcode on the part to add the corresponding virtual sticky note onto the
-whiteboard. FMS Insight will then activate the pallet to load this piece of
-material in the second cell.
+The virtual whiteboard implemented by FMS Insight is versatile and can adjust to a huge variety of
+processes with parts moving in and out of automation and manual handling.
+
+For example, consider a process with two cells: a horizontal machining cell and a lathe cell. Parts
+are manually loaded and unloaded and transfer between cells via a conveyor. The conveyor between the
+cells will correspond to a region on the virtual whiteboard. Also, right next to the conveyor, there
+is a computer or mounted tablet with an attached barcode scanner. The computer uses FMS Insight to
+display the region of the whiteboard for the conveyor. As parts are unloaded from one cell, FMS
+Insight automatically moves the corresponding material sticky note from the pallet to the conveyor
+region. Similarly, FMS Insight is configured to monitor the virtual whiteboard region for the
+conveyor to know when to bring pallets to the load station to load material out of the conveyor.
+
+During normal operation, the operator does not need to manually edit the virtual whiteboard. As
+parts are completed in one cell, their sticky notes are moved to the whiteboard region for the
+conveyor and when the material is loaded into the second cell the sticky notes are removed from the
+whiteboard region for the conveyor. The operator can at a glance see that the conveyor matches the
+virtual whiteboard by comparing the conveyor to the computer screen.
+
+Now consider that some parts are removed from the conveyor temporarily. Perhaps the parts are
+inspected, a part needs some re-machining, or it must travel elsewhere in the factory for a
+specialized operation. When the material is removed from the conveyor, the operator can click a
+button in FMS Insight to remove the sticky note from the virtual whiteboard. FMS Insight will then
+prevent a pallet from arriving to load this missing material. The material eventually returns and
+when it does, the operator can scan the barcode on the part to add the corresponding virtual sticky
+note onto the whiteboard. FMS Insight will then activate the pallet to load this piece of material
+in the second cell.
 
 ## Whiteboard tracking design
 
-FMS Insight requires that you decide on a list of virtual whiteboard regions
-and how material will move between regions. The initial design is best done
-by using an actual whiteboard in a conference room with real sticky notes.
-Draw regions on the whiteboard, create some sample sticky notes, and step through
-the proposed process, moving the sticky notes around on the whiteboard. This helps
-design the whiteboard regions to configure in FMS Insight, but also highlights potential
-complicated material flow which you might consider changing the process.
-
-At the load station, use a computer or mounted tablet running Insight.
-Insight will display the section of the virtual whiteboard for the pallet,
-plus the region for material being loaded and the region to which material is
-unloaded. Insight will determine based on the whiteboard which specific
-material to load and display it with its serial. The operator should then
-load the material with the specific serial requested by Insight. But, if the
-serial that Insight wants to load is unavailable, the operator can just edit
-the virtual whiteboard. Insight will automatically adjust with a new
-instruction for the operator. (Hopefully this doesn't happen and the virtual
-whiteboard is kept in sync, but if it does happen it is easy to correct.)
-
-At any place where in-process material is queued outside of control of the
-automation, create a whiteboard region. This could be conveyors between cells
-or stands for holding parts between processes (e.g. large parts which have
-process 1 and process 2 on different pallets). At each location, dedicate a
-computer or mounted tablet with an attached barcode scanner to view and edit
-the whiteboard region. Insight can be configured to automatically move the
-virtual sticky notes during normal operations as parts are loaded and
-unloaded into these queues, but the operator can use the computer and scanner
-to adjust the whiteboard region as needed.
-
-For in-process manual operations such as manual CMM stations or custom
-processes outside the automated cell, create two whiteboard regions. One
-region for the input to the process and one region for the output from the
-process. For example, at an in-process CMM stand, create a whiteboard region
-for the unloaded parts not yet measured. FMS Insight can then be configured
-to automatically move the material sticky note from the pallet to the inbound
-CMM region. The CMM stand then has a computer or mounted tablet showing
-Insight; the operator can then see the material not yet measured, perform the
-CMM measurement, and if successful, use FMS Insight to transfer the virtual
-sticky note from the inbound region to the outbound region. FMS Insight
-monitors the outbound region and will bring a pallet to the load station once
-the CMM has completed. Insight will also transfer the sticky note from the
-outbound region to the pallet as part of the load operation.
-
-For raw material, Insight supports two options. Insight can just assume raw
-material is always available in which case Insight will create a new virtual
-sticky note during the initial loading. In this design, the first time a
-sticky note appears is on the pallet. Alternatively, Insight can be configured
-to draw initial material from a virtual whiteboard region. In this case, when
-material arrives, an operator must scan or add the material into the initial
-whiteboard region. Once added, FMS Insight will then activate the pallet to
-load this material.
-
-For completed material, Insight automatically adds the sticky notes to
-regions for signaled inspections and final wash. Technically, these could
-just be configured virtual whiteboard regions similar to in-process queues or
-operations, but inspections and final wash are so common that Insight
-automatically has special regions for them. Each configured inspection type
-has two regions: one for completed parts signaled for inspection but not yet
-inspected and one region for completed inspection. For final wash, Insight
-also has two regions: one for not yet washed parts and one for washed parts.
-A computer mounted at the inspection and wash stations can show Insight and
-allow the operator to move the virtual sticky note as the inspection or final
-wash is completed.
+FMS Insight requires that you decide on a list of virtual whiteboard regions and how material will
+move between regions. The initial design is best done by using an actual whiteboard in a conference
+room with real sticky notes. Draw regions on the whiteboard, create some sample sticky notes, and
+step through the proposed process, moving the sticky notes around on the whiteboard. This helps
+design the whiteboard regions to configure in FMS Insight, but also highlights potential complicated
+material flow which you might consider changing the process.
+
+At the load station, use a computer or mounted tablet running Insight. Insight will display the
+section of the virtual whiteboard for the pallet, plus the region for material being loaded and the
+region to which material is unloaded. Insight will determine based on the whiteboard which specific
+material to load and display it with its serial. The operator should then load the material with the
+specific serial requested by Insight. But, if the serial that Insight wants to load is unavailable,
+the operator can just edit the virtual whiteboard. Insight will automatically adjust with a new
+instruction for the operator. (Hopefully this doesn't happen and the virtual whiteboard is kept in
+sync, but if it does happen it is easy to correct.)
+
+At any place where in-process material is queued outside of control of the automation, create a
+whiteboard region. This could be conveyors between cells or stands for holding parts between
+processes (e.g. large parts which have process 1 and process 2 on different pallets). At each
+location, dedicate a computer or mounted tablet with an attached barcode scanner to view and edit
+the whiteboard region. Insight can be configured to automatically move the virtual sticky notes
+during normal operations as parts are loaded and unloaded into these queues, but the operator can
+use the computer and scanner to adjust the whiteboard region as needed.
+
+For in-process manual operations such as manual CMM stations or custom processes outside the
+automated cell, create two whiteboard regions. One region for the input to the process and one
+region for the output from the process. For example, at an in-process CMM stand, create a whiteboard
+region for the unloaded parts not yet measured. FMS Insight can then be configured to automatically
+move the material sticky note from the pallet to the inbound CMM region. The CMM stand then has a
+computer or mounted tablet showing Insight; the operator can then see the material not yet measured,
+perform the CMM measurement, and if successful, use FMS Insight to transfer the virtual sticky note
+from the inbound region to the outbound region. FMS Insight monitors the outbound region and will
+bring a pallet to the load station once the CMM has completed. Insight will also transfer the sticky
+note from the outbound region to the pallet as part of the load operation.
+
+For raw material, Insight supports two options. Insight can just assume raw material is always
+available in which case Insight will create a new virtual sticky note during the initial loading. In
+this design, the first time a sticky note appears is on the pallet. Alternatively, Insight can be
+configured to draw initial material from a virtual whiteboard region. In this case, when material
+arrives, an operator must scan or add the material into the initial whiteboard region. Once added,
+FMS Insight will then activate the pallet to load this material.
+
+For completed material, Insight automatically adds the sticky notes to regions for signaled
+inspections and final wash. Technically, these could just be configured virtual whiteboard regions
+similar to in-process queues or operations, but inspections and final wash are so common that
+Insight automatically has special regions for them. Each configured inspection type has two regions:
+one for completed parts signaled for inspection but not yet inspected and one region for completed
+inspection. For final wash, Insight also has two regions: one for not yet washed parts and one for
+washed parts. A computer mounted at the inspection and wash stations can show Insight and allow the
+operator to move the virtual sticky note as the inspection or final wash is completed.