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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Learning Factory for Digitization of Enterprises</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Jens Mathis Rieckmann</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Thomas Knothe</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Fraunhofer Institute for Production Systems and Design Technology</institution>
          ,
          <addr-line>Pascalstraße 8-9, 10587, Berlin</addr-line>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>The fourth industrial revolution stands for higher flexibility and productivity of companies. This requires intelligent and interconnected production systems with a well-trained staff. This article describes how the necessary qualification processes can be performed. A high degree of individualized products requires more digitized information (e.g. via IoT, sensors, RFIDs) and a flexible form of work. Today's changes in enterprises are focusing on upgrading the technical equipment. Dealing with changing the mental setting of the staff, enabling employees for digitalization and learning to cooperate in a smoother way (social learning) play an important role. Sensitization regarding necessary changes, decentralized decision-making and cooperating are the main goals for a training. Nevertheless, company's employees also need new technical skills to prepare the enterprise for higher levels of digitization. Learning factories include a stepwise evaluation and transformation of a model factory by the participants themselves. Performing group work sessions, participants have to agree on the future organizational structures, regardless of their function or role as worker, manager or administrative employee. In the upper level of production system design, a high level of digitization is the aim and most of the information flow should be automatically handled. In order to give participants a feeling for introducing extended IT support and using standard interfaces, they have to overcome some technological gaps. An example of a training factory is presented, which is focusing on the transformation of these production systems with different production steps.</p>
      </abstract>
      <kwd-group>
        <kwd>1 Learning factory</kwd>
        <kwd>training</kwd>
        <kwd>employee education</kwd>
        <kwd>Industry 4</kwd>
        <kwd>0</kwd>
        <kwd>smart manufacturing</kwd>
        <kwd>transformation</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        The ongoing globalization and the changing demand of customers accompany the fourth industrial
revolution. Customer individual products and shorter product life cycles cause challenges. Germany‘s
Industry 4.0 offers a solution to handle these new challenges. Politically, economically and especially
technical drivers are forcing companies to build up on their implemented holistic production systems
and to do the next step towards smart manufacturing [
        <xref ref-type="bibr" rid="ref1 ref2">1, 2</xref>
        ]. Decentralization, real-time ability and
different supporting technologies play a central role moving towards Industry 4.0.
      </p>
      <p>
        The goal regarding autonomous communication among components, production systems, transport
media and further production capabilities, as well as the integration of actors of the value chain
(including customers and suppliers) causes big challenges for companies (e.g. unclear economic benefit
[
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] and the changing need for employee qualification [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]). Certainly, the qualifications, but also the
sensitization of employees on different company levels, in order to make the transformation successful,
is considered as very complex [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ]. A main focus of the teaching application is on a proper degree of
complexity and the methodical approach [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. That means not only the real enterprise operations need
to be optimized but also the qualifying measures have a high priority to get optimized.
      </p>
      <p>
        An efficient way of qualification approach is the use of serious games [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. The focus of serious
games is on the simulation of the real enterprises and enterprise environment but at the same time on
the reduction of complexity and on keeping the training equipment as simple and mobile as possible.
The scope is kept narrow in order to control the complexity and focus on prioritized topics and the most
important contents. Clear and structured rules are provided to the participants in order to reach the
aimed qualification [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. Regarding complex learning content and topics, especially technical foci,
serious games are limited. Some specific technical aspects can be part of the application, but the holistic
company environment and realistic implemented technical tools might cause a conflict with the idea of
the reduction of the reality of a serious game and the mobile training equipment. In contrast, training
factories are offering, based on a fixed location, an enlarged and realistic training environment [
        <xref ref-type="bibr" rid="ref7 ref8">7, 8</xref>
        ].
In this article, an example of a training factory is presented focusing on the transformation of production
systems with several production steps. The use case will demonstrate the method and content of a
training factory application. Furthermore, the future extension possibilities of the training factory
towards administrative tasks and SCM (supply chain management) is discussed. The application is
based on the experience of Fraunhofer IPK (Fraunhofer Institute for Production Systems and Design
Technology, Berlin, Germany). Fraunhofer IPK’s main business is to develop new technical solutions
for smart and interconnected enterprises, but increasingly also the upskilling of staff is part of the
services.
      </p>
      <p>The article is dived into four sections. It starts with the challenges of the fourth industrial revolution
including of the challenges for employees. The second section deals with the qualification requirements
of smart manufacturing, and the third part presents a use case of a training factory to overcome the
challenges and to offer qualified training activities. Finally, limitations and further developments are
discussed.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Challenges of industrial revolution</title>
      <p>
        Customized products and short product life cycles along with strong competition are challenges for
enterprises acting locally and globally. In order to face these challenges higher flexibility and
productivity are needed to be competitive. Industry 4.0 – the fourth industrial revolution – creates the
framework to handle this challenge. Efficiency of energy consumption and other resources but also the
demographic change are the basic topics enterprises need to deal with [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. The transformation –
especially the digitalization – has a strong impact on human resources on different levels.
      </p>
      <p>Technology to realize the digitalization and the vertical and horizontal integration are supporter to
face the three main challenges. This counts in particular also for the manufacturing industry [10]. The
challenges point in the same direction: higher product variants and smaller volumes per product (see
figure 1). Customer-oriented or personalized products increases process variations at the same time it
decreases the advantage of identical procedures, thus more specific processes are necessary. The
globalization cause the same effect and generate more complexity [11].</p>
      <p>
        The increasing complexity leads to more complex information and production processes, including
machines, systems as well as supporting software. Several sets of data need to be rearranged, relocated,
formatted and/ or adjusted. Many of these tasks need a lot of manual work or at least preparation by
humans. Although a continuous and integrated end-to-end engineering exists, overlapping product life
cycles increase the complexity. The shorter becoming product life cycle and decreasing time of products
on the market does not decrease the request for ongoing innovations. Novel and innovative production
are still very important to stay competitive. Acting on volatile markets also requires interdisciplinary
and internationally networks to manage complex value chains. Every restructured and enlarged
crossborder business activity requires reorganization or changes of existing processes to adopt them to
different conditions [
        <xref ref-type="bibr" rid="ref9">9, 12, 13</xref>
        ]. That also means that requirements regarding qualification and skills of
employees need to be adopted [14].
      </p>
      <p>The three challenges outlined above create the need to handle the increased and more complex
information and material flows. Intelligent systems, which need to be developed and implemented to
drive the transformation towards smart manufacturing, support the agent-based production control by
using AI (artificial intelligence). The stocks of material and resources are automatically updated (mostly
in real-time) and production orders are assigned to suitable machines according to the current situation.
The production controller itself does not need to take any decision. The system requires an increasing
connection between production and logistics, whereby assistance systems also control the internal and
external material flow. This displays new requirements of operational procedures at the production
control. Future tasks are related to interdisciplinary development of logics regarding interaction and
processing rules. IT (information technology) experts as technical key persons are reference points of
different employee groups in order to develop the supporting systems. Employees whose work involve
the exchange with the IT experts need different skills in order to match the changing job profile [14,
15].</p>
    </sec>
    <sec id="sec-3">
      <title>3. Qualification requirements of a smart factory</title>
      <p>Based on the idea to have more flexibility, a higher productivity and a faster reaction time regarding
market changes and customer demands, the information flow plays an important role. It requires
suitable systems to ensure an effective stream of information but also specific qualification of the
employees are needed. Employees on all levels (e.g. assembly worker, line manager but also middle
and high management) need skills in order to provide the right information at the right time for
orderindividually processes. Specific information need to be connected, e.g. tracking of orders and locating
errors through the complete value-creation process requires a continuous integrated end-to-end process
from the product configuration via the shop floor to the final outgoing of goods. Decision-supporting
systems on shop floor level, AI assistant support or BI (business intelligence) build up on the fed data
but even more how data sources are connected. The integration of PDM (product data management),
PLM (product lifecycle management) and ERP (enterprise resource planning) systems support the
process but at the end, it requires the setting and configuration of humans in order to let the systems
work efficiently. The competency of the employees regarding processes, intercommunication and
interoperability are essential [14, 16].</p>
      <p>One step before, in order to introduce new systems a knowledge base is necessary, at least an
overview regarding IT support systems and AI solutions. This builds the framework to evaluate and get
use of the potential of the system, to find and record requirements, to identify options, and finally to
configure the value added components and do the first steps regarding an effective implementation [14,
16].</p>
      <p>From a methodically view, knowledge regarding information model and process thinking, and some
elementally skills regarding modeling are needed. For interdisciplinary connection along the
supplyand value creation chain, skills regarding openness and communication, and a broad understanding of
existing enterprise division are necessary.</p>
      <p>Last but not least, the overall sensibility regarding new technologies is one of the most important
topics in order to finish a successful implementation using different methods, systems and physical
elements, and become a smart enterprise [14, 16]. Table 1 summarizes comprehensive qualification
requirements.</p>
      <p>There are also employee group-specific requirements regarding the technical/ functional, methodical
and social qualifications. The enterprise areas of a manufacturing enterprise are used to display an
example of specific qualification requirements (see Table 2).</p>
    </sec>
    <sec id="sec-4">
      <title>4. Learning factory approach</title>
      <p>A learning session at a learning factory needs to select the content from the three central sections
(technical/ functional, methodical and social). In order to provide an effective training it is useful to
select focus topics to form modules and to combine them step-by-step [17]. The methodic mix of
theoretical input, practical examples (learning by watching) and practical exercises (learning by doing)
in combination with social interaction in small groups is effective and promises success (see Figure 2).
The group work sessions with small group of participants (four to six persons) have different topics.
The groups rotate so that every participant takes part in every exercise session. The group work results
are verified by real application cases. The flexible training allows to offer additional theoretical sessions
in order clarify open questions with theory input.</p>
      <p>This typical approach for learning factories generates motivation and allows that participants
learning through play, based on the positive atmosphere. The use case of Fraunhofer IPK’s learning
factory follows a transformation process (see Figure 3). Focus is mainly on understanding and
identifying requirements and effects of technical supporting equipment, and fostering the
interdisciplinary teamwork.</p>
      <p>Fraunhofer IPK implements a learning factory that is based on three assembly lines to produce a
product in different variants. The assembly lines have different technology levels. The first one presents
a case with a very low level of digitalization and low degree of automation; most of the work is done
manually. The participants are working in teams to develop solutions to bring the assembly line to an
advanced production level [18]. The developed solutions are partly implemented and evaluated. The
third example presents an almost full-digitalized and full-automated application. On the way to the
bestpractice example, all essential sections of the transformation process are addressed [14]:
 Technical/ functional: e.g. implementation of RFID (radio-frequency identification) technology
in order to record incoming material/ resources and outgoing goods; implementation of advanced
robot technology to increase the degree of automation
 Methodical: e.g. implementation of CIP (continuous improvement process) method as an element
of an integrated production system; implementation of process-oriented analytics
 Social: e.g. sensitization and support of willingness and openness to perform changes;
introduction and use of interdisciplinary communication and collaboration</p>
    </sec>
    <sec id="sec-5">
      <title>5. Conclusion and further development</title>
      <p>The advanced approach of the learning factory fulfills the industrial demand of employees’
qualification in order to push the transformation process. Most enterprises have experienced that the
transformation process towards smart manufacturing is long and consumes numerous resources. The
awareness of learning factories is still not a fixed element on the path to become a smart enterprise.
Some enterprise fall back into their old routine and try to drive the transformation process with a
toolorientated investment policy instead of paying attention to methodical and social qualification elements.</p>
      <p>All levels of employees need to be involved to perform a successful transformation process in a
company (i.a. assembly worker, line manager, middle and high management). The demonstrated use
case from Fraunhofer IPK focuses mainly on the manufacturing process at the shop floor. A future
extension of the training factory towards administrative tasks and SCM is planned to ensure the quality
and to increase the acceptance. This will be an additional value because the entire enterprise
environment displayed in the learning factory: qualification on all levels and for most sections that are
important for the transformation is provided.</p>
    </sec>
    <sec id="sec-6">
      <title>6. References</title>
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