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  <front>
    <journal-meta>
      <journal-title-group>
        <journal-title>Part B: Journal of Engineering Manufacture</journal-title>
      </journal-title-group>
    </journal-meta>
    <article-meta>
      <article-id pub-id-type="doi">10.1016/j.cirp.2016.06.005</article-id>
      <title-group>
        <article-title>How to design a smart factory?</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Magnus Åkerman</string-name>
          <email>magnus.akerman@gmail.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Patrik Fager</string-name>
          <email>pfager@chalmers.se</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Åsa Fast-Berglund</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Chalmers University</institution>
          ,
          <addr-line>Forskningsgången 6, Gothenburg, 417 54</addr-line>
          ,
          <country country="SE">Sweden</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2017</year>
      </pub-date>
      <volume>50</volume>
      <issue>1</issue>
      <fpage>5700</fpage>
      <lpage>5705</lpage>
      <abstract>
        <p>The enabling technologies of today creates a lot of opportunities. Hence, with all the different choices the complexity of different hardware and communication between all the system needs a structure in order to make the whole system more flexible, proactive and productive factory. The aim of this paper is to demonstrate how a smart factory can be designed in terms of communication and interoperability between systems. To be able to demonstrate this a drone factory has been built in order to show a smart factory, from inhouse logistics to end-on-line quality check. This paper uses the pathway framework to describe the development of the smart drone factory.</p>
      </abstract>
      <kwd-group>
        <kwd>Keywords1</kwd>
        <kwd>Interoperability</kwd>
        <kwd>drone factory</kwd>
        <kwd>CPPS</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>Industry 4.0 have brought a multitude of enabling technologies [1]that individually can transform business
processes and enhance performance through greater automation and control capabilities. These new
technologies are believed to have a huge impact on future productivity for the manufacturing industry
[2]. The three
main characteristics of Cyber-physical-production-system
(CPPS): intelligence,
connectedness, and responsiveness [3] are all in line with the requirements that mass personalization
puts on manufacturing and assembly systems. However, by interconnecting these technologies, new
realms of interoperability emerge that present fundamentally new ways by which manufacturing can be
conducted [4]. Hence, with a lot of technologies and a lot of communication needed, the complexity of
the system increases. In order to make a flexible, proactive and productive system a strategy for
implementation is needed. Furthermore, the system needs to be designed for the users, which means
that the user perspective and information support system is important when designing the system [5].
Decentralization is an important design principle for Industry 4.0 [6] and should be demonstratable.
Furthermore, modularization is vital if the flexibility of adding hardware and software shall be
maintained [7](Huemer et. al, 2016). In order to create a strategy for digitalization and smart factory,
digital maturity needs to be analyzed in order to understand the current state of the company and where
they want to be in terms of digitalization and autonomy of decisions and communication. The pathway
framework was developed to conceptualize and map the ways by which new technologies are used in
business settings. The framework encompasses a means to map the value of digitalization in business
environments. Within each of the pathways in the pathway framework, there are five milestones/levels
that signify digitalization progress. This paper focuses on the autonomous smart factories’ pathway,
illustrated in figure 1.</p>
      <p>2020 Copyright for this paper by its authors.
This paper aims to describe the design process of the drone factory into an autonomous smart factory.
Additionally, past, ongoing and planned implementations are mapped and analyzed by means of the
pathway framework.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Designing a smart factory</title>
      <p>This section will describe the design process towards a smart factory. In 2019 there was a start to design
a drone factory as a testbed in order to apply and demonstrate the enabling technologies of industry4.0
[8].An aim with the factory was to show different levels of interoperability and different levels of the
ISA-95 model (so called automation pyramid).A small supply chain was developed and a first product
was developed, illustrated in figure 2.
Since the drone factory is a green-field factory a strategy was needed in order to define the factory on
a higher level in terms of factory boundaries and product specifications. The strategy started as
requirements for the system, the requirements is presented as Level 0. The design process has been an
interactive process between the levels. To be able to implement everything to reach real time
optimization (Level 5) and to achieve all the requirements, twenty-five different implementations, or
subcategories (SB) needed to be implemented. This shows the complexity of an implementation and
design of a smart factory. The subcategories will be presented in the sections below.
2.1.</p>
    </sec>
    <sec id="sec-3">
      <title>Level O: Requirements</title>
      <p>The aim of Level 0 is to create high-level requirements for the system to be able to demonstrate a
smart factory. The vision of the drone factory is to demonstrate a fully functional production system
that incorporates important principles of Industry 4.0 in the context of final assembly and inhouse
logistics. A key characteristic of Industry 4.0 systems is decentralized decision-making [9, 10], which
means that the common hierarchical layout of shop floor IT needs to change. To achieve this there are
three aspects of systems integration that needs to be solved: vertical networking, horizontal integration,
and end-to-end engineering [11]. Vertical networking, or vertical integration, aims to flatten the
automation pyramid and reduce the number of steps between decision and system control. Horizontal
integration means to improve information sharing between vertical organizations, which adds an
organizational aspect to the automation pyramid. If systems integration is the goal, then interoperability
is the means to achieve it. Interoperability can be described as the ability for one entity to perform
operations for another. This interoperation can apply to two or more pieces of software, processes,
systems, business units, etc. [12]. To maintain flexibility, interoperable systems do not fully integrate
entities with hard coupled connections. Instead, a more federated approach is preferred where
communication is managed more dynamically [13]. Because there are so many aspects of system
integration in a future heterogenic IT environment, interoperability has become a research priority for
Industry 4.0 [14], this is also one of the most important aims for the drone factory.</p>
    </sec>
    <sec id="sec-4">
      <title>2.2. Level 1: General purpose software (Spreadsheets, text editors and paperwork)</title>
      <p>Since the drone factory is a green-field factory, analog information in terms of paper instructions or
spreadsheets for planning or scheduling did never exists. However, paper-based instructions and
“spread-sheet planning” is very common in industry today, both in SMEs and OEMs and when it came
it saved a lot of money going from push towards pull systems when starting using planning tools[15].
Hence, for industry 4.0 a more digital thread and digital twin is needed. Results show that an increase
level of digitalization can result in a more effective, efficient and less stressful environment for both
operators, team leaders and production managers [16].The social aspect within cyber-physical systems
will be more vital to be able to simulate and visualize in the future [17].
2.3.</p>
    </sec>
    <sec id="sec-5">
      <title>Level 2: Use of dedicated software in silos</title>
      <p>Two different silo implementations were done in Level 2; one in the in-house logistics area and one in
the final assembly area.</p>
      <p>In-house logistics: Implementing a Warehouse manufacturing system (WMS). The WMS (ELSE) keep
track of the components’ locations in the material façade and was first used for manual kitting of the
components. Dedicated software for presenting the picking order of the component were also
introduced (Binar, Vuzix and Ubimax).</p>
      <p>Final Assembly: A digital representation of the components and the product was made using dedicated
software i.e. CAD (Creo), PLM (Windchill) and ERP (IFS) systems. The CAD and the PLM software
was chosen due to the interoperability between the systems, since both systems are distributed by the
same company (PTC) it was easier to use them for integration and to create EBOMs and MBOMs.
2.4.</p>
    </sec>
    <sec id="sec-6">
      <title>Level 3: Use of Connected IIoT and OTs</title>
      <p>The third level is to connect the dedicated systems with overall platforms such as IIoT platforms and
OTs. In order to try the system-of-systems theories, two different IIoT platforms are implemented. In
the In-house logistics area, Mindsphere from siemens, are implemented to communicate with the WMS
system and the ERP system. In the final assembly area, the IIoT platform Thingworx from PTC is
implemented and integrated with the CAD and PLM systems in order to present digital instructions and
a digital thread of the assembly system. Thingworx is also used for orchestration and is implemented
as a “MES light”- system. A PLC controls the conveyor and manages all necessary sensors (RFID
readers and proximity sensors) and actuators to send palettes on and off. Each workstation has its own
smaller conveyor, adjustable height controller, and a RFID reader also controlled by a PLC. A direct
connection between the PLC on each workstation and the main conveyor PLC can be established using
TCP sockets, which allows a high flexibility. The conveyor and workstations work as an isolated digital
system (a system in the system). A future challenge is to connect the IIoT platforms’ information</p>
    </sec>
    <sec id="sec-7">
      <title>Level 4: Use of offline optimisation (of resources)</title>
      <p>In order to become a truly autonomous factory, the information and knowledge sharing between humans
needs to be taken into consideration[18] and be integrated as a system of systems and organizational
interoperability. Today, a lot of tacit knowledge is used for assembly tasks and optimisation of systems.
Also, competence matrixes used for resource planning and re-skilling/up-skilling of employees are also
med offline or as dedicated software in silos (in level 2). Furthermore, resource and function allocations
will be needed when Human-Robot teams are increasing and are implemented at the manufacturing
industry shop-floor, this is one of the main challenges in industry of the future [19].
2.6.</p>
    </sec>
    <sec id="sec-8">
      <title>Level 5: Use of online (real-time) optimisation (of resources)</title>
      <p>
        In order to reach the last level in the autonomous pathway there will demand a seamless integration
between a virtual (cyber) and a physical system. One main challenge with CPPS are to model them, but
foremost to maintain them and to have the fully up to date. The 5C architecture can be used in order to
construct a CPPS from the initial data acquisition, to analytics, to the final value creation [20] but new
ways of visualization and optimizing the CPPS is needed. The first and most important step is to create
high-fidelity virtual models to realistically reproduce the geometries, physical properties, behaviors,
and rules of the physical world [
        <xref ref-type="bibr" rid="ref1">21</xref>
        ] this also includes the cognitive level as mentioned in the 5C
architecture. Another challenge is the seamless, real-time interaction between the physical and virtual
environment. Today’s technology is still not mature enough to achieve this in a safe and optimal way.
      </p>
    </sec>
    <sec id="sec-9">
      <title>3. Discussion and Conclusion</title>
      <p>This paper has presented the implementation process of the drone factory and mapped this process with
respect to the Autonomous &amp; Smart Factories pathway of the Pathway framework. The drone factory
is a green-field factory in a lab environment which does not need to deal with latency of systems and
other organizational issues. Different technical and structural implementations can vary very much in
time and cost for an industry which is not clear from looking at the framework.</p>
      <p>The aim with the drone factory was to be able to demonstrate how digital technologies can support
activities in production systems and to show the complexity in designing a smart factory. Methods and
pathways are vital in order to structure the implementation of a smart and seamless CPPS</p>
      <p>As discussed in level 5, there are still a lot of challenges left in order to get a fully autonomous
factory including modelling and optimizing all resources and including global digital supply chains.</p>
    </sec>
    <sec id="sec-10">
      <title>4. Acknowledgements</title>
      <p>The authors would like to acknowledge the Swedish agency of research VINNOVA and
Production2030 for funding this research.</p>
    </sec>
    <sec id="sec-11">
      <title>5. References</title>
    </sec>
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  <back>
    <ref-list>
      <ref id="ref1">
        <mixed-citation>[21]</mixed-citation>
      </ref>
    </ref-list>
  </back>
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