Do you always feel confident when selecting heat treating equipment? ¿Se siente siempre seguro cuando selecciona equipos de tratamiento térmico?
There are many factors involved when making a purchase. Often, key considerations may be missed. Read this guide on how to select and buy new equipment by Carlos Carrasco, founder of Carrasco Hornos Industriales.
This original content article was originally published inHeat TreatToday’s November 2021 Vacuum Furnaceprint edition in English and Spanish.
Carlos Carrasco Founder Carrasco Hornos Industriales
Why Is This Guide Helpful?
There are many reasons to select industrial furnaces carefully. One is the cost of the furnace. Another is realizing heat treating will affect the product and the bottom line. There is more specialized engineering in heat treating equipment than is apparent from the outside.
The purpose of this guide is to help engineers make the best equipment selection. The decision will affect not only the project, its budget, and results, but will also reflect the buyer’s knowledge. After the heat treating equipment is selected, the realization may occur that perhaps insufficient thought was given to potential maintenance problems or the work required to keep it in top working condition.
The following steps, gathered from more than 50 years of experience in the fields of manufacturing, sales, and maintenance, will be a useful guide to selecting heat treating equipment that will please both management and operators.
Vacuum high-pressure hardening furnace
Step One: Quote Request
When requesting a quote, management knows the exact requirements the heat treated products must have. A reliable supplier should be able to understand all requirements for a quote. Requests must be clear, concise, and contain at least the following information:
Heat treating processes that will be carried out on the equipment
Shape, general dimensions, and weights of the product(s) to be heat treated
Production volumes per hour, day, or month
Number of hours available for heat treating
Part material
Fuel type, or if the heating will be done with electricity
Voltage available in the plant
Space available for installation of equipment
Special considerations for handling loading and unloading
Furnace manufacturers need the above information to begin to create a series of options for the equipment that will be most suitable for the required processes. For example, hourly production defines: the dimensions of the space to heat the load, the type of furnace (continuous or batch), the amount of heat to be released in the furnace, the loading and unloading method, and the devices for accommodating or transporting the load such as trays, baskets, or conveyor belts. All these considerations influence both the initial cost and the operating cost, because in the end, the cost of the proposed equipment and its functionality are directly related to the specifications of the request for a quote.
It is difficult to attempt to use one furnace for all heat treating processes or to attempt to take into account future production needs that may not be necessary. It is impractical to carry out several processes that require different temperatures or have different production volumes. Trying to do so leads to oversized and over-budget equipment.
Vacuum low-pressure carburizing furnace
Step Two: Supplier Selection
Quote requests should only be submitted to manufacturers with the technical capacity and experience to prepare an offer that satisfies the request. Always use references from previous installations with similar quote requirements.
Considering the potential for financial gain, the cost of heat treating equipment can be appealing. The design and construction of heat treating equipment involves a considerable amount of engineering resulting from expensive investments in research and development. This research and development is influenced by user feedback detailing equipment failure. This feedback creates opportunities for manufacturers to fix equipment issues. Without the added benefit of other heat treater’s feedback, equipment failure is more likely. Finding a manufacturer with experience is crucial.
Only suppliers with experience and solid technical capacity will be able to guarantee results from the start. The goal is to receive equipment that requires no corrections after the first load leaves the furnace and to not have to rework the design.
Step Three: Study and Evaluation of Offers
A failed project is too much to risk, and so the responsible supplier will invest time and money in the study and preparation of the offer.
Every responsible supplier has been disappointed by an offer read backwards — when the potential customer reads the price first. Is the overriding need to stay within a certain budget or for heat treating equipment that is capable of processing parts to meet specifications? A careful reading of the offer may justify the cost of the furnace in relation to production needs. If there is a confusing section of the offer, it is important to clarify with the supplier. Investment in production equipment is very important, but it is even more important that the investment be profitable.
The heat treating equipment must satisfy a production need and certain metallographic specifications. Consequently, the dimensions of the space where the parts will be placed may be the main factor in the design of the furnace. This is because metals are only capable of heating up to a certain temperature at a rate that is determined by the heating method, geometry, and load arrangement. Only experienced vendors can make the correct calculations to meet the production needs of the project. Be sure to understand the calculations that lead to the sizing of the proposed system.
How are the parts supported and/or transported within the furnace? This is a point of great importance for the initial cost of these components and for the costs of future maintenance. Keep in mind that any mechanism that works at high temperatures will always be problematic for maintenance and replacement. Cast link belts, for example, have a higher initial cost, but they withstand heavy loads longer than metal mesh belts. However, there is a notable difference in the cost of components made of chromium-nickel alloy and those of carbon steel. Since chromium-nickel materials are able to withstand higher temperatures, their use is recommended and almost essential.
Furnaces tend to deteriorate rapidly where the heat is being lost. Make sure the door design is the best possible to avoid heat loss. Be sure that all doors included in the design are necessary. Doing so will save maintenance costs.
When it comes to quenching, oil or water circulation systems are extremely important, as is tank capacity. Otherwise, the quenching medium may overheat, causing unsatisfactory results.
In an oven intended for low temperature operations 356°F–1,112°F (180°C–600°C), for example tempering processes, it is necessary to have a fan to recirculate the hot air from the furnace. The uniformity of the temperature in the parts and the speed at which they heat up depends on the speed of recirculation, the weight of the air, and the design of the furnace, which must force the passage of air optimally through the load with the use of deflectors, screens, or distribution plenums. In high temperature furnaces, 1,292°F–2,192°F (700°C–1200°C), the heat transfer depends on the radiation toward the load and its exposed surface, so a recirculation fan is not necessary. Heat treatment is a critical process and temperature pyrometers must have the necessary precision.
List any doubts about the offer and ask the supplier to clarify at length in writing. The answers will make it easier to do a second analysis of the offer and compare it with other offers. In addition, the written clarifications will be a record for review by other collaborators on the project. Ask for feedback and observations on the proposals to get a second opinion.
Ask suppliers to provide a list of similar installations. Industry colleagues are generally unbiased in their comments about their experience with a particular supplier.
Finally, make a comparison chart in the most objective way possible. Keep in mind the fact that offers often do not include some subjective issues that may be important for a final selection. For example, some vendors are likely to have greater knowledge and experience in certain processes, simply because they have invested time and money to fi nd the best solutions to the process and those experiences could be beneficial.
Step Four: The Price
Understanding the scope of the received proposals that meet production and quality requirements is not all that goes into selecting heat treating equipment. After all this, there are still significant differences between various suppliers. Price is one of these differences. At this stage, the industrial furnace manufacturer will need to justify costs. It will be easy to tell if the manufacturer is thinking of the buyer as a future satisfied customer, or only of the economic benefits the sale will bring.
Conclusion
There are innumerable cases in which the equipment was poorly selected: “The substation and/or the cooling tower did not have the capacity;” or “The equipment is not what we expected;” or “They never told us that the furnace needed gas in those capabilities.” These are just a few of the possible comments everyone has heard.
Selecting heat treating equipment should be done slowly, analyzing all the options, weighing the differences between providers, and seeking clarification. Ask the supplier for multiple equipment options like requesting spare parts for the first year of operation.
Ultimately, time will tell if the furnace selected was the right choice. These recommendations provide a guide to making that decision. We sincerely hope that these recommendations will guide you in the selection of industrial furnaces for heat treating.
About the Author:
In addition to being the founder of Carrasco Hornos Industriales — furnace experts, consultants, and independent sales representatives for various furnace companies and spare parts — Carlos Carrasco is the founder and former president of ASM International, Mexico Chapter with more than 50 years of experience in the heat treat industry.
¿Se siente siempre seguro cuando selecciona equipos de tratamiento térmico? Do you always feel confident when selecting heat treating equipment?
There are many factors involved when making a purchase. Read this guide on how to select and buy new equipment by Carlos Carrasco, founder of Carrasco Hornos Industriales. The Spanish version is below, or you can check out both the Spanish and the English translation of the article where it was originally published: Heat Treat Today'sNovember 2021 Vacuum Furnaceprint edition.
¿Se siente siempre seguro cuando selecciona equipos de tratamiento térmico? Hay muchos factores involucrados cuando se hace una compra. Consulte este artículo para conocer los pautas que lo ayudarán en el proceso de selección y compra. Autor: Carlos Carrasco, fundador de Carrasco Hornos Industriales.
Carlos Carrasco Fundador Carrasco Hornos Industriales
¿Por qué es conveniente esta guía?
Este artículo ayuda a los ingenieros a comprar equipos de tratamiento térmico. Hay muchas razones para seleccionar cuidadosamente los hornos industriales. Uno, es el costo del horno en sí y otro, es que el producto que se está tratando térmicamente afectará los resultados de su empresa.
En un equipo para tratamiento térmico, hay más ingeniería especializada de lo que parece en el exterior. Hay varias y muy sólidas razones, para hacer una cuidadosa selección de estos equipos, pues sus componentes son inherentemente de alto precio y en la mayoría de los casos, los resultados del tratamiento térmico tienen un importante efecto en la economía de su empresa.
El objetivo de esta guía es el de tratar de ayudarle a hacer la mejor selección del equipo; porque su decisión afectará no sólo al proyecto, su presupuesto y resultados, sino también a su capacidad como ejecutivo. No será la primera vez que escuche usted comentarios respecto a equipos adquiridos por la empresa en etapas anteriores a la suya o en la misma, y es común en la industria, tanto nacional como internacional, que los operadores o el personal de mantenimiento, comenten: “Cuando adquirieron este horno, nadie pensó en los problemas de mantenimiento [. . .] Como ellos no son los que lo usan día con día, no se dieron cuenta de cuánto trabajo se requiere para mantenerlo o bien para trabajar confi ablemente con él”.
Déjese ayudar, pues como ingenieros consultores en hornos y experiencia de más de 50 años en este ramo; tanto en la fabricación, venta y mantenimiento, con buenos resultados, los comentarios siguientes seguramente pensamos le serán útiles.
Horno de temple al vacío
Primer paso: solicitud de la cotizacion
Al solicitar una cotización, nadie mejor que Ud. puede conocer los requisitos que deben tener sus productos tratados térmicamente. Un proveedor confiable, debe ser capaz de entender todas sus necesidades de tratamiento térmico a partir de la solicitud de cotización que le presente. Consecuentemente, su solicitud deberá ser clara, concisa y tendrá como mínimo los siguientes datos:
Proceso de tratamiento térmico a efectuarse en el equipo.
Forma, dimensiones generales y pesos del (los) producto(s) a tratar térmicamente.
Volúmenes de producción por hora, día o mes.
Número de horas disponibles para el trabajo de tratamiento térmico.
Material del que están construidas las partes.
Combustible disponible o en su caso, si la calefacción será por medio de electricidad.
Tensión eléctrica disponible en la planta.
Espacio disponible para la instalación del equipo.
Consideraciones especiales del manejo de la carga y la descarga.
Es conveniente que Ud. sepa que los fabricantes de hornos necesitan la información anterior para empezar a definir una serie de opciones del equipo que podría ser el más adecuado para sus procesos. Por ejemplo, la producción horaria define: Las dimensiones del espacio para calentar la carga, el tipo de horno, continuo o por lotes, la cantidad de calor a ser liberada en el horno, así como el método de carga y descarga y los dispositivos para acomodar o transportar la carga como charolas, canastillas o bandas transportadoras. Todo lo anterior influye, tanto en el costo inicial como en el de operación, porqué, a fin de cuentas, el costo del equipo propuesto y su funcionalidad, están en relación directa a las especificaciones de su solicitud de cotización.
Ah, y por favor, no trate de llevar a cabo todos los procesos de tratamiento térmico habidos y por haber en un único horno, ni tampoco quiera tomar precauciones de futuras necesidades de producción, de las cuales no tiene ahora ninguna certeza, ya que es difícil llevar a cabo en un solo horno varios procesos que involucran diferentes temperaturas, volúmenes de producción, etc. Un enfoque en este sentido conduce a equipos sobredimensionados y posiblemente fuera de su presupuesto.
Horno de vacío para carburizado a baja presión
Segundo paso: selección de proveedores
Presente su solicitud de cotización, solamente a quien tenga la capacidad técnica y experiencia para preparar una oferta, que satisfaga dicha solicitud. Utilice siempre referencias de instalaciones previas, y de preferencia similares, o mejor aún, iguales a la que usted requiere.
El costo de los equipos para tratamiento térmico es elevado y representa un atractivo a empresas e individuos que consideran la posibilidad de obtener beneficios económicos. La verdad, es que el diseño y construcción de estos equipos involucra una considerable cantidad de ingeniería, resultado de costosas inversiones en investigación y desarrollo con retroalimentación de casos prácticos (los fracasos enseñan) que han sido aprovechados en beneficio de los clientes potenciales. En suma, no permita que sus necesidades sean el método de aprendizaje de un proveedor. Aquí es donde no hay sustituto a la experiencia.
De hecho, el proveedor con experiencia y sólida capacidad técnica es el único que estará en posibilidad de garantizar resultados desde el principio. Desde luego, a Ud. le interesa obtener resultados dentro de especificaciones, desde la primera carga que sale del horno, y no comprar excusas, promesas y retrabajos para corregir lo que de inicio está mal hecho. Quizá, con buenas intenciones, pero poca y en algunos casos, nula experiencia.
Tercer paso: estudio y evaluación de las ofertas
El proveedor responsable invertirá tiempo y dinero en el estudio y preparación de la oferta, porque no puede correr el riesgo de que su proyecto no cumpla su cometido. Ahora la responsabilidad de evaluar las propuestas recae sólo en Ud.
No hay proveedor responsable, que no haya sufrido la decepción de que su oferta sea leída de atrás para adelante. Nos referimos a que el precio es la primera línea que lee el cliente potencial. Hágase una pregunta: ¿Su necesidad primordial es, un precio o un equipo de tratamiento térmico que sea capaz de procesar las piezas para que cumplan sus especificaciones de su tratamiento térmico? La lectura cuidadosa de la oferta, le dará la respuesta a sus necesidades de producción y a la justificación del costo del horno. Si hubiese alguna sección que no sea de su completa comprensión, no dude en llamar al proveedor para que haga las aclaraciones correspondientes. Por favor, no malentienda. La inversión en equipos de producción es muy importante, pero más importante será que la inversión sea rentable.
El equipo para tratamiento térmico debe satisfacer una necesidad de producción y de ciertas especificaciones metalográficas. Consecuentemente, las dimensiones del espacio en donde serán colocadas las partes, quizá sea el factor principal en el diseño del horno. Esto se debe, a que los metales sólo son capaces de calentarse hasta una cierta temperatura, a una razón que está determinada por el método de calefacción, la geometría y acomodo de la carga. Sólo los proveedores experimentados, pueden hacer los cálculos correctos para que su propuesta satisfaga las necesidades de producción del proyecto, del que Ud. es responsable. Solicite al proveedor le muestre y explique la memoria de cálculo que conduce al dimensionamiento del sistema propuesto.
¿Cómo se soportan y/o transportan las partes dentro del horno? Éste es un punto de gran importancia, por el costo inicial de estos componentes y también por los costos del mantenimiento futuro. Conviene tener en cuenta que, cualquier mecanismo que trabaje a alta temperatura, siempre será problemático su mantenimiento y reposición. Las bandas de eslabones fundidos, por ejemplo, (de mayor costo inicial) soportan mejor y durante mayor tiempo, cargas pesadas en comparación con las bandas de malla metálica. Sin embargo, hay notable diferencia en los costos de componentes de aleación Cromo-Níquel, comparados con los de acero al carbón, pero su uso es prácticamente imperativo.
Los hornos tienden a deteriorarse rápidamente en cualquier lugar en donde haya fuga del calor. Asegúrese de que el diseño de las puertas sea el mejor posible para evitar esta fuga de calor y también de que su horno no tenga puertas que no necesita. Esto le ahorrará costos de mantenimiento.
Por lo que respecta al temple, los sistemas de circulación de agua o aceite son de extrema importancia, lo mismo que la capacidad del tanque. De lo contrario, el medio de temple puede sobrecalentarse y los resultados de su proceso, podrían no ser satisfactorios.
En un horno destinado a operaciones de baja temperatura (180 a 600° C), por ejemplo, procesos de revenido, es necesario disponer de un ventilador para la recirculación del aire caliente del horno. La uniformidad de la temperatura en las partes y la rapidez a la que se calientan las mismas, depende de la velocidad de la recirculación, del peso del aire y del diseño del horno que debe forzar el paso del aire en forma óptima, a través de la carga, con la utilización de mamparas deflectoras o plenos de distribución. En los hornos de alta temperatura (700 a 1200° C), la transferencia de calor depende de la radiación de éste hacia la carga y su superficie expuesta, por lo que un ventilador de recirculación no es necesario. El tratamiento térmico, es un proceso crítico en lo que se refiere a temperatura. Los pirómetros reguladores de temperatura deben tener la precisión necesaria.
Escriba sus dudas sobre la oferta y pida al proveedor que las aclare en forma extensa y por escrito. Las respuestas le facilitarán el hacer un segundo análisis de la oferta y compararla con otras ofertas; además, tendrá un registro para revisión por parte de otros colaboradores en el proyecto. Pida opinión sobre sus observaciones a las propuestas, pues uno tiende a pensar en círculos.
Solicite a los proveedores, le entreguen una lista de instalaciones similares a la suya en las que hayan intervenido. Generalmente, los colegas industriales se muestran imparciales en sus comentarios sobre la experiencia que hayan tenido con un determinado proveedor.
Finalmente, haga un cuadro comparativo, en la forma más objetiva posible. No pierda de vista que, frecuentemente las ofertas no incluyen algunas cuestiones subjetivas, que pueden ser importantes para una selección final. Por ejemplo, es probable que algunos proveedores tengan mayores conocimientos y experiencia en ciertos procesos, sencillamente porque han invertido tiempo y dinero para encontrar las mejores soluciones al proceso y Ud. podría verse beneficiado con esas experiencias.
Cuarto paso: el precio
Seguramente, ahora que ha comprendido el alcance de las propuestas que ha recibido y que cumplen con sus necesidades de producción y calidad, se dará cuenta que aún así habrá diferencias entre sus distintos proveedores que podrían llegar a ser significativas.
Este es el momento en que un fabricante de hornos industriales podrá justificar sus costos. Y usted sabrá si ha realizado su oferta pensando en Ud. como un futuro cliente satisfecho o únicamente en los beneficios económicos que la venta le reportará.
Conclusiones
Son innumerables los casos en que los equipos fueron mal seleccionados: “La sub-estación y/o la torre de enfriamiento no tuvieron capacidad”, “El equipo no es lo que esperábamos”, “Nunca nos dijeron que el horno necesitaba gas en esas capacidades”. Estos son sólo algunos de los comentarios que todos hemos escuchado.
Tómese todo el tiempo que requiera para analizar sus opciones, piense el porqué hay diferencias de un proveedor a otro y solicite que le sean aclaradas. Pida a sus proveedores las opciones a las que puede acceder con el equipo que está solicitando y que éstas sean cotizadas como eso: opciones. No se olvide de solicitar las refacciones que pudieran ser utilizadas durante el primer año de operación de su horno.
Para finalizar, sólo el tiempo dirá si al seleccionar sus hornos, éstos funcionaron como se esperaba.
Sinceramente, esperamos que estas recomendaciones le orienten en la selección de hornos industriales para tratamiento térmico y estamos seguros, que así será. Seguro que debe haber más preguntas relacionadas con este tema, no dude en contactarnos para obtener ayuda.
Sobre el autor:
Expertos en hornos. Representantes de diversas compañías fabricantes de hornos industriales, partes de refacción y equipo de combustión. Con más de 55 años de experiencia en la industria y consultores. Carlos Carrasco es fundador y expresidente del capítulo México de la ASM International.
Carburizing. It must happen sometimes, and if your heat treat division truly understands the impact of the atmosphere, more power to them. In this article by Jim Oakes of Super Systems, you will learn how seeing simulated data with real-time data can help you predict the amount of carbon available to the steel surface.
An excerpt:
“It is important to understand the model and specific variations caused by temperature, furnaces, agitation, fixturing, and part composition. Variations include alloying effects on the diffusion modeling based on certain alloy components, such as chromium and nickel.”
No matter what causes poor quality and adds to your waste, scrap, and rework, the result is the same: it ties up resources, wastes time, and costs money. Reducing scrap and rework must be a priority in dealing with your quality control issues.
To drive consistent and sustainable yield, you must create a seamless workflow and understand the role that it plays in throughput, yield, energy, and quality control issues.
In this Technical Tuesday feature written by Bluestreak | Bright AM, learn about common mistakes that lead to quality control issues.
1. Misunderstanding Product Specifications
Information disconnects related to job processing are all too common and problematic. If part-processing specifications aren’t effectively communicated to everyone in the production chain, mistakes canwill happen. Paperwork can get lost or be outdated. Change orders may not be updated and communicated all the way to the individual frontline operator level. Corrective actions might be taken one time, but fail to become part of the standard operating procedures, as sometimes they should be.
Each of these avoidable quality control issues is solvable by creating an integrated end-to-end solution for production control, with everyone using the same database of information in real time.
2. Using Improper Tools
A common problem that will create quality control issues is when the wrong tools or improperly calibrated tools are used, including:
Equipment, furnaces, etc. that are not appropriate for the job
Equipment/machines that do not comply with the appropriate specification requirements
Machines and equipment that are not maintained properly (or timely)
Employees who are not qualified/certified/trained to operate a furnace or piece of equipment
Testing tools that are inadequate
3. Using Manual Processes
Exceptio probat regulam in casibus non exceptis. This Latin phrase translates to, “The exception confirms the rule in cases not excepted.” But you may be more familiar with the colloquialism, “lost in translation.” When you’re doing things manually, it’s easy for critical details to be either overlooked or lost in translation.
Quality control issues are extremely difficult to manage (and document) when you’re doing things via mostly manual processing. Your processing system must allow for capturing the appropriate information throughout the entire work order operation steps.
4. Failing to Plan
Failing to adequately plan out your work or using generic institutional knowledge, rather than your own actual production facility facts and operational data to make decisions, can lead to waste and ineffective decision-making.
Planning should include having an eye on continuous improvement in every department and production work center. Proper prior planning precludes poor performance (the 6 P’s of planning). This cannot be done unless you have the right system in place. One that provides the right information to the right people at the right time and collects the right information (in real time) as the work is being done.
5. Failing to Document
Companies that effectively improve their overall quality, reduce rework, and improve throughput and equipment utilization involve everyone in the production chain to document and evaluate each step in your processes. Bottlenecks and the cause of continuous processing errors cannot be determined and alleviated without properly documenting what actually happens in each step of processing.
It is crucial that you have an effective heat treat-specific manufacturing execution system and quality management system (MES/QMS) implemented in your organization that successfully addresses all five of these more common quality control issues. Also, using electronic job travelers (work orders) will reduce the amount of error-prone paper documents that flow throughout your production facility, while allowing your operators to enter the required information that feeds continuous improvement and verifies/validates compliance adherence. Additionally, outside auditors are always looking for better and meaningful documentation for your various production processes.
How to Tell If Your Quality Control Plan Is Failing
Unacceptable levels of scrap and rework may be two of the most obvious signs, but there are other warning signs that you should look for that indicate that your quality control plan needs work.
These include:
Missed deadlines and budgets
Higher than normal maintenance and/or support costs
Defect related repairs or rework
Failed audits (or too many audit findings)
Customer complaints
Failure to meet customer demands (or compliance with specification requirements)
These are often symptoms of an inefficient quality control and production Process. You’ll need to attack the root cause of the symptom if you expect to effectively change things. Don’t just mask the symptoms with temporary workarounds.
And don’t continue to ‘limp’ along with inadequate production control and quality management systems when, deep down inside, you know your business needs a better software system implemented as soon as possible. When the quality control plan is flawed (or lacks individual operator accountability), your operation ultimately pays the price.
Practice Proactive Quality Control
An integrated quality control/quality assurance system helps you better manage the many service-based heat treating processes for many different types of parts and sets the stage for continuous improvement. If you wait to react until problems become obvious, it’s too late, and you may have already lost a key customer to your competition. Reducing quality control issues requires a proactive approach.
Conclusion
Avoiding quality control issues within the various types of heat treat processes requires a proactive approach. Look for early warning signs, and take steps to make changes before they grow into bigger problems.
It’s essential to look at quality control issues holistically. Examine the entire production process from start to finish, analyzing each step along the way. It can be extremely challenging when you’re doing things manually on spreadsheets or utilizing software that’s been adapted from another industry. That’s because using the wrong software, i.e., ERP/MRP systems where the primary focus is inventory management or other outdated systems, typically requires expensive customizations (if they are even possible) to adequately handle the various heat treating workflow requirements.
About the Author: Bluestreak’s QMS was designed 15 years ago exclusively for the heat treating industry to drive quality control management from the front office directly to the production floor, with additional functionality added monthly, based on heat treat customer feedback. For more information, contact Bluestreak.
One of the most important advances in batch integral quench (BIQ) furnace systems has been the development of innovative control systems. Many BIQ manufacturers have developed their own highly sophisticated and cutting-edge control systems.
This Technical Tuesday, we explore one such system written by Daniel Hill, PE, sales engineer at AFC-Holcroft. This original content article was originally published in the February 2021Air and Atmospheres, the IQ Edition.
Daniel Hill, PE Sales Engineer AFC-Holcroft Source: AFC-Holcroft
With continuing advancements of smart devices, integrated controls systems, and the Industrial Internet of Things (IIoT), we have at our fingertips an abundance of data, both the traditional and newly developed. How to convert that data into useful information, and more importantly how to leverage that information into day-to-day operations to reap the benefits, becomes the difference maker in a competitive landscape.
Recognizing these trends, AFC-Holcroft has built upon a suite of software modules that includes Remote Diagnostics™ to also offer Maintenance Module™ and Calibration Mode™. All three modules are in commercial service having been integrated with BatchMaster™ controls system features on Universal Batch Integral Quench (UBQ) furnaces. End-user response and adoption have been positive with new synergies and feedback leading to ongoing enhancements. In this article, we will discuss how these advancements are affecting the future of furnace diagnostics and some examples of their benefits in many day-to-day situations.
Dynamic Furnace Calibration & Diagnostics
Perhaps the most interesting of the three modules is the Calibration Mode, a patent-pending diagnostics software designed to dynamically test furnace operation for verification of proper functionality over a wide range of subsystems and devices. Notably, furnace and quenchant heating/cooling thermal loads are strategically cycled for response monitoring of typical production needs. Likewise, furnace atmosphere is cycled for response and stability. Additional systems and metrics such as agitation attributes, tray motion and positioning, time to quench, and elevator operation are activated and evaluated.
Once the calibration cycle is complete, the data and responses are compared to original commissioning data and design thresholds to generate a time-stamped diagnostic report with straightforward pass/fail results. With this module, the operator can ensure proper operation at a moment’s notice without additional external testing devices and have the data available to back it up.
It was designed to integrate optional device packages to elevate its diagnostics capabilities exponentially by targeting efficiency and optimization of operation including:
Combustion efficiency monitoring
Vibration monitoring
Power consumption monitoring
Process Troubleshooting
As its base premise, this module was created as a means for operators to proactively verify that the furnace is both fully operational and responding as designed. But what happens if it is not? Calibration Mode can be initialized at any time for deeper analyses by first reporting the current status of subsystems and devices and then for further comparison against initial commissioning data or cumulatively against any previous calibration iterations, making it a powerful tool for rapid diagnostics.
With the auto-generated reports and comparison tools in hand, operators or maintenance team members can pivot directly into troubleshooting any deficiencies identified for quick resolution. Once more, a follow-up can be run to ensure the deficiency is corrected after making appropriate adjustments or repairs. This saves valuable time and resources, improves availability, and likely increases profitability.
Calibration Mode™ Screen Source: AFC-Holcroft
Compliance with Industry Specifications
Whether following automotive (CQI-9), aerospace (AMS2750), military, energy, or other specifications, universal themes requiring the user to implement regular assessments, surveys, and the monitoring of the process equipment are paramount. Today, the Calibration Mode is being used to supplement these efforts in a number of ways:
Creating reports with Calibration Mode for job audit in annual Heat Treat System Assessments (HTSAs)
Producing objective evidence for process equipment validation before and after a major rebuild or modification
Collecting and analyzing data over time and reacting to it
Running with TUS as another layer of equipment verification
Running with Quench System Monitoring as another layer of verification
PPAP, Control Plan, & PSW Inclusion
The production part approval process (PPAP) must be a collaboration between the customer and heat treater to ensure a clear understanding of all elements before, during, and after the processing. Calibration Mode can be utilized as a verification tool initially when processing parts for a PPAP to document the furnace capability and that it is meeting original OEM specifications. If repair or rebuilds are required while that PPAP is still valid, Calibration Mode can be run to demonstrate the equipment in operational condition on a Part Submission Warrant (PSW). Moreover, Calibration Mode can be incorporated into control plans both as a control method for ongoing production and also as part of a reaction plan to diagnose nonconformance.
Dedicated Equipment Vs. Changeover of Equipment Running Multiple Processes
A major benefit of batch processing equipment is the inherent flexibility it offers–especially to commercial heat treaters who are serving multiple customers with many different processes. Often customer specifications for heat treating include clauses preferring dedicated equipment with strict allowances on changeover of equipment. Typically, changeover of equipment for multiple processes requires customer personnel to review and approve the heat treater’s changeover procedures and must include verification prior to start of production (including atmosphere). This changeover process must be documented in the heat treater’s process control plan. Consider running Calibration Mode at changeovers as a means to consistently verify conditions and provide documentation to the benefit of all involved.
Intelligent Preventative Maintenance
Maintenance Module™ also takes advantage of the latest advancements. This module is designed and pre-programmed to include the OEM recommended preventative maintenance tasks based upon pre-defined intervals, sometimes utilizing conditional statements, or where appropriate, predictive algorithms based upon operating time, temperatures, and number of cycles. This database of tasks and report queries provides an intelligent roadmap for the preventative maintenance of the furnace. As such, maintenance task statuses are elevated and flagged for action complementary to accrued usage and actual conditions so that all-important resources can be prioritized and best served.
Maintenance Module™ Screen Source: AFC-Holcroft
Leveraging Diagnostics through the Cloud
Finally, Remote Diagnostics™ was conceived to increase furnace uptime and availability through the analysis of equipment performance data. Real, data-driven reliability and maintainability (R&M) information supports continuous improvement efforts. As a first step, the abundance of data delivered through the IIoT is aggregated to effectively parse, diagnose, and highlight operational inefficiencies.
Next, virtual conference sessions are led by AFC-Holcroft personnel to collaborate with users on best practices, identify training needs, aid in knowledge capture, and provide optimization plans moving forward in a classic continuous improvement cycle.
Interestingly enough, it has become a source of synergy for continuous improvement efforts by allowing us to better understand users’ needs and incorporating them into designs and equipment of the future.
Addressing important day-to-day situations, Calibration Mode, Maintenance Module, and Remote Diagnostics are helpful tools for the forward-thinking BIQ furnace operator.
About the Author: Daniel Hill, PE, is a sales engineer with AFC-Holcroft, based in Wixom, Michigan. AFC-Holcroft is a leading North American manufacturer of industrial furnace systems used in the heat treatment of ferrous and non-ferrous metals.
State of Industry 4.0 in the North American Heat Treat Market: What’s Being Done and Who’s Using It?
What is “Industry 4.0” and how is this new technology being used in the heat treat industry? Industry experts spoke with Heat Treat Todayabout their involvement with this cutting-edge application of technology. To learn how you can implement Industry 4.0 at your plant, read what experts have to say about the problems, solutions, and the future of Industry 4.0.
In this Heat Treat Today Original Content article, Peter Sherwin at Eurotherm, AymericGoldsteinas at Ipsen, Robert Szadkowski at SECO/WARWICK Group, and Dan Herring at The HERRING GROUP, Inc. bring varied perspectives as they tackle this topic.
“I think IoT should be better applied – period!”
– Peter Sherwin, Global Business Development Heat Treatment Executive, Eurotherm
Industry 4.0 and “the internet of things” (IoT) were hot topics in the crammed online chatrooms of this year’s heat treat events. But exactly what are these technologies in the world of heat treat? What are the current applications that three leaders in Industry 4.0 have applied? What are some problems and solutions that this new tech brings? And lastly, what is the future of Industry 4.0?
This article will begin by explaining and defining a few prominent technologies before answering each of these questions. Then, read a few thoughts from The Heat Treat Doctor® as you think about application to your heat treat process.
What Is It and Why Does It Matter?
Basically, the term “Industry 4.0” refers to the Fourth Industrial Revolution. See the chart for a breakdown of major topics of the first three industrial revolutions.
Infographic of the four industrial revolutions. Source: Heat Treat Today (images ref. 11)
The idea of new communication is sometimes referred to as cyber-physical connections. This is occurring right now! For example, a sensor (cyber) can monitor a furnace (physical) and send information about the furnace’s conditions to a central data sorting location (connection) for a human to synthesize and respond. The Fourth Industrial Revolution – Industry 4.0 – refers to how the communication between the physical world and the digital world are seamlessly connected.
Click the image to learn more
A key feature of Industry 4.0 is the internet of things (IoT), but other technologies like artificial intelligence (AI), augmented reality (AR), virtual reality (VR), and machine learning also play a part. Let’s define a few of these Industry 4.0 terms that you will see later in the article:
IoT: refers to the physical networking of objects via internet-supported software. Similarly, the “industrial internet of things” (IIoT) refers to these systems supporting industrial purposes, like synthesizing information from furnace sensors on a central app.
artificial intelligence (AI): machines which can process and perform complex directions in a way that mimics natural intelligence.
augmentedreality (AR): digital enhancement of a real-world environment. Think of phone apps which can portray a digital overlay on a video feed, like Snapchat lenses.
virtual reality (VR): digital experience that may be interactive with the real-world environment, or completely simulated.
machine learning: an extension of AI, machine learning describes the result of computer algorithms which modify their performance based on repeated input.
While engineers have been pursuing these new applications for several years, COVID-19 has been a driving factor for businesses to pursue technical options in their daily operations due to limits on travel and physical contact.
[blockquote author=”Robert Szadkowski, VP of Aftermarket Sales, SECO/WARWICK Group” style=”1″]Remote acceptance testing is a highly requested service today. I could say that the financial rationale for such action has always existed, while the epidemiological threat has been the catalyst for change. It is a win-win action.[/blockquote]
According to Aymeric Goldsteinas, project development manager at Ipsen, customers are becoming more willing to implement Ipsen’s Industry 4.0 endeavors, even cloud-based solutions, a willingness that was not present just one decade ago. So how is the heat treat market responding?
Current Applications
We asked suppliers how they implemented Industry 4.0. What follows is how they responded.
Ipsen | PdMetrics
PdMetrics Dashboard Source: Ipsen USA
Ipsen launched a software system in 2016. The company continues to develop and improve its predictive maintenance capabilities to service many of their current customers.
Part of the system’s customer appeal, said Aymeric Goldsteinas, product development manager at Ipsen, is that it can “minimize high-cost events and maximize furnace up-time.”
This is done by using sensor technology and gathering data in their PdMetrics database, which then anticipates future furnace problems. This reduces unplanned downtime and could help heat treaters avoid scrapping loads of high-value parts.
From a consumer perspective, this IoT technology solution leads to improved part quality and part performance.
How it works: PdMetrics assigns a variety of sensors to each system in the heat treat process. For example, a quench system sensor checks vibrations, cooling motor temperature, and water temperature.
Source: Ipsen Harold Click the image to read 5 case studies on PdMetrics.
On Ipsen’s client digital dashboard via PdMetrics, Goldsteinas showed the heat treating systems depicted with a green-yellow-red gauge to portray the working condition of that system. Green indicates that the system is well-maintained, yellow indicates a system needs to be maintained soon, and red means that maintenance is needed immediately. This easy-to-use display is also an example of how Industry 4.0 technologies create user-friendly experiences and cut out excess human input.
This product was used by an aerospace manufacturer to update their systems, integrating this software with their heat treatment process. The results were noticeably increased efficiency of parts and less unplanned downtime. The company was able to schedule maintenance at off-peak hours and plan for future needs by using the platform’s ability to identify maintenance trends, deteriorating conditions, and more.
Check out the post to the side to see how a heat treater was able to save thousands to tens of thousands of dollars with PdMetrics system.
While this company has set the pace with their early adoption of IoT in the heat treat industry, it is worth noting that other companies also offer similar products.
In 2013, Eurotherm began their transition to IoT technologies.
“One of our first true cloud-based solutions focused on improving the efficiency of the calibration process,” said Peter Sherwin, global business development heat treatment executive of Eurotherm. He continued, “This system connects third-party calibration providers with their end-customers and provides an enterprise-wide web view of the calibration status (via dashboards) and access to reports. The smart-tablet app provides an easy-to-follow workflow for conducting a compliant calibration and produces an instant report along with the associated QR-code label.”
Referring to their web-based systems and use of cloud platforms, Sherwin said, “along with our parent, Schneider-Electric, we have developed a range of edge-computing solutions to allow simple transfer of data from the plant-floor to cloud-based advisors and visualization software.”
Sherwin says that their systems are being used globally. “Our enterprise calibration platform,” he shared, “is being utilized by several partner companies as well as in Schneider Electric GSC (Global Supply Chain) Manufacturing plants worldwide.”
Sherwin also noted a variety of IoT applications that Eurotherm provides:
A cloud-hosted digital services platform, EcoStruxure™ Manufacturing Compliance Advisor uses asset compliance to “reduce testing costs, increase productivity and be audit-ready with a robust scheduling and testing process.”
A system called EcoStruxure™ Machine Advisor “allows OEMs to track, monitor and fix equipment remotely.” Additionally, operators can predict and execute maintenance schedules, which improves machine availability.
On a mobile device, EcoStruxure™ Augmented Advisor combines “contextual and local information… creating a fusion of the physical, real-life environment with virtual objects.”
Case in point: “An OEM machine manufacturer in the ceramics industry helps customers reduce their energy consumption by 30% by leveraging our IoT software,” Sherwin shared.
SECO/WARWICK | Remote Factory Acceptance and Activation Tools
Remote Control Source: SECO/WARWICK
Recently SECO/WARWICK publicized the fact that they successfully conducted several international and remote factory acceptance tests. Two customers from China, one from South Korea, and one from Mexico all participated. Each customer was able to remotely approve the furnace construction and performance work of their new furnaces while the furnaces were still on the shop floor in SECO/WARWICK’s European manufacturing facility. No customer engineers were involved on-site at the factory.
Recordings from individual cameras, sensors and viewfinders were downloaded to secure servers and made available to customers. The tests were successful, and the adopted procedures guarantee the reliability and completeness of the data, according the company report.
The company has been using these technologies for “internal device supervision for at least ten years,” according to Robert Szadkowski, VP of Aftermarket Sales at SECO/WARWICK. “In our work,” he continued, “we use remote supervision tools and applications, we report overall equipment efficiency (OEE) indicators, and we conduct optimization processes in terms of batch queuing or energy factor consumption.”
Szadkowski at SECO/WARWICK remarked that for most systems, distance furnace commission is very likely. He explained, “It starts at the stage of making arrangements regarding the expected technical and technological parameters, continues throughout the production and commissioning period, and then during the warranty and post-warranty period. The participation of the customer, the end user of the furnace, in the acceptance tests is required, as is training of the operating personnel […]. There are exceptions to this when dealing with high-risk systems, but for many systems this would be perfectly acceptable.”
Still, Szadkowski noted that “this will be primarily a challenge to our ideas and internal acceptance, rather than to technical limitations.”
C3 Data | End-User System Compliance
Finally, the C3 Data application for furnace compliance is an example of an interrelated, stream-lined, digital solution that provides customers with clear, “real-time” data.
Digitizing data ahead of time integrates testing processes. The system scheduler allows compliance tests to be planned ahead of time. Digitizing the calibration data allows for technicians to scan QR codes attached to test instruments and test sensors to access that data as they test for compliance.
When compliance is tested, the results are immediate for the technician and the quality assurance manager (QAM). The technician uses a portable device to complete these tests, scanning the test instrument and the test sensor, and then inputting the stabilized temperatures from the test instrument and the furnace instrument. In twelve seconds, a technician can complete a system accuracy test (SAT); watch the video above to see the SAT Additionally, the system automatically populates paperless reports to be signed and sent to the QAM. This allows the quality assurance manager to check the reports in real time.
Similar to earlier products, a digital dashboard depicts furnace compliance data. The graphic visualizations allow users to quickly evaluate which furnaces are in compliance, and, if not, why.
Problems // Solutions
Businesses have experienced a few problems with integrating the technology. But there are solutions.
Aymeric Goldensteinas Product Development Manager Ipsen Source: padtronics.com
The first problem is data storage. Like all storage, data storage is finite, and therefore costly. The use of interrelated systems that require high volumes of data to flow between sensors and central systems necessitates investment on the front end for storing data. Additionally, having limited bandwidth to keep digital communication lines open can cause blackouts and connectivity issues. But after acquiring storage, there are practices to use that storage as efficiently as possible.
A solution that Ipsen implements to alleviate this active/working storage stress is “the frequency rule.” This rule establishes a rate of data movement to allow data to move across system memory.
A second issue is privacy/security. It is necessary that the heat treater’s product or process data is properly secured, and while the supplier has certain responsibilities to mitigate this issue, heat treaters should be aware of ways to safeguard their intellectual property. One option, which Ipsen suggests, would be to purchase a unique VPN to ensure better data security. Some companies, including Ipsen, use a stand-alone system that works independent of the PLC, which ensures proprietary data is kept private while following secure industry software standards.
A third issue is user acceptance or, simply put, how comfortable you are with 4.0 technologies. If a heat treater is not comfortable with the technology itself, then Industry 4.0-related tech can be more difficult to implement. On the flip side, suppliers — regarding all processes — must be ready and able to meet the customer’s demands for new products, as Dan Herring, The Heat Treat Doctor®, has indicated. (Ref. 5) An example of digital demands is the AMS2750F requirement that paper chart recorders be replaced with digital data acquisition systems by June 29, 2022.
User acceptance relates to the final problem: relationship with the supplier. While not a bad thing in and of itself, if your relationship with your supplier is not good, then it will be a challenge to develop an effective Industry 4.0 solution process. Be sure you develop an open, communicative relationship with your supplier so that they can offer you unique solutions for your plant’s operation.
The Future of Heat Treat
Here are some interesting applications that people in the industry are looking to with the progression of Industry 4.0:
1. Increased Servitization
Robert Szadkowski Director, Vice President of the Aftermarket Sales Segment SECO/WARWICK Source: Robert Szadkowski
Szadkowski at SECO/WARWICK emphasized that these rapid changes to heat treat systems makes it likely that the servitization — the selling of services rather than products — of the heat treat industry is likely to develop in the near future.
“I am strongly convinced,” Szadkowski wrote, “that sooner or later the servitization will cover the heat treatment industry. When looking at the potential benefits, it’s basically inevitable. The customer, user of the furnace, will be able to focus on their core business instead of worrying about the operation of the furnaces. The manufacturer of the device will be keenly interested in ensuring that its furnace works flawlessly (so that the availability is as high as possible) and brings business benefits to the user. What’s more, with a correctly prepared PaaS (Product as a Service) contract, the OEM will also be interested in improving the operating parameters of such a device after delivery.”
He continues that “Such solutions have existed in the industry for years, e.g. the Rolls-Royce model of selling aircraft engines known as Power-by-the-Hour. The benefits are on both sides; both parties can focus on what they are best at and what is their core business, reducing costs and increasing efficiency. Both parties are interested in long-term cooperation, not a one-off transaction. In light of global problems with access to service engineers, including maintenance staff, the shift of responsibility for the operation of devices from the user to the manufacturer is a natural direction of change.”
There are a few hypotheses revolving around the use of AR service glasses. SECO/LENS augmented reality is currently being explored. This would help in providing remote field service support to the heat treater.
Ipsen’s Goldsteinas has also noted several benefits. He explains the application working by connecting a customer or field service engineer who is at the site with an expert from Ipsen or another service provider. This remote assistance wherein an informant is able to see a problem and give first-hand direction is a common example used to describe the benefits of AR. This application could, for example, decrease the down-time if a furnace were to unexpectedly fail.
Additionally, Goldsteinas envisions training sessions that are conducted in mixed reality. Using virtual reality with an oculus — a type of goggle that digitally enhance or recreate a digitally interactive, environment — companies could reduce training time by recreating experiences, like meetings or practical training sessions, that could be collaborative or solitary. Mixed reality devices like the HoloLens may also be integrated for similar purposes. (Watch video to the right to see examples of Microsoft’s HoloLens and other enhanced reality examples.)
The future could also involve virtual collaboration in the form of an augmented reality meeting room to allow employees from across different Ipsen facilities to discuss and interact with the same content in real-time
3. Efficient Cloud Capabilities
Peter Sherwin personally foresees that attention to the Cloud’s abilities and security will be leveraged in new ways: “An example of this is looking at some of the cost-effective modern-day instrument SCADA [supervisory control and data acquisition] offerings that can provide an on-premise hub for certain applications while managing security policies for linking to cloud based IoT offers.”
4. Increased Systemwide Application
Specifically looking at IoT technologies, Sherwin shared, “I think an expanded view of IoT that encompasses automation across the enterprise (termed as Intelligent Automation or Hyperautomation) is more useful if you really want to achieve significant returns on investment [of IoT technologies]. IoT solutions can improve speed and reduce costs across sales, operations, maintenance, quality, service and administration.”
Advice: To Use or Not To Use
Dan Herring The Heat Treat Doctor®
Dan Herring, The Heat Treat Doctor®, has written about Industry 4.0 and how thinking about seven considerations in any continuation of or change to one’s heat treating process is essential. Ask yourself:
Do I understand what I want to accomplish metallurgically?
Can I predict the outcome of the heat treatment operation?
Can I build repeatability into the process?
Am I using state of the art heat treating equipment?
Am I aware of changes to manufacturing operations?
Am I compromising on quality?
Do I know the costs?
At the end of the day, noted The Heat Treat Doctor®, heat treaters need to know that what they are doing is being done the right way, the first time with the best procedures and processes for their particular operation.
Reflections on The Heat Treat Doctor®
Peter Sherwin of Eurotherm commented on the seven-part advice of The Heat Treat Doctor®, noting, “I think it is very appropriate to look at the value of IoT through the seven considerations that [he] outlines. Building these solutions requires heat treat know-how and an understanding of the data to be captured in order to provide valuable solutions. Value is unlocked in the following categories:
“Right first-time quality improvements. A good heat treater will have quality costs <1% of turnover. The MTI suggests that the cost of quality (all activities) can hit $750k for a decent-size heat treat operation. The knock-on [effects] of poor quality impacts customer satisfaction through delayed deliveries and costs in rework/rejects.”
“Maintenance. These costs can fluctuate – but lets assume a well run plant with fairly modern equipment has costs around 5% of turnover. Significant purchase/cost savings can be made via remote support as well as an understanding of remaining useful life of key components (and avoiding panic purchases).”
“Energy. Again this can fluctuate, but let’s say 10% of turnover. Modern efficient solutions (gas or electric) can significantly reduce the cost of energy and this can be further optimized via IoT solutions.”
“Labor Costs. Say an average of 20% of turnover. Some of the modern XR offers (Extended reality – covers AR, MR, VR etc.) can definitely speed up training, help retention of knowledge, and reduce the time and costs in troubleshooting as well as aiding remote support.”
“It won’t be too long before IoT offers enhanced decision support to heat treaters to aid making profitable decisions,” Sherwin concludes.
Concluding Thoughts
Peter Sherwin Global Business Development Heat Treatment Executive Eurotherm
Whether we like it or not, Industry 4.0 related digital integration is becoming essential rather than simply a better option. Again, the recently published AMS2750F revision highlights this shift for heat treaters.
[blockquote author=”Peter Sherwin, global business development heat treatment of Eurotherm” style=”1″]I think it is important that we use IoT where it can truly bring value and don’t view it as a silver-bullet for everything.[/blockquote]
That does not mean you need to scramble to jump on the bandwagon, but strategically assess your position, your operations, and your options to identify what option is best. Look to other examples in the industry and heat treating tech insiders to inform these new, powerful realities.
Read/Watch More:
Pascal Bornet, Ian Barkin, Jochen Wirtz, Intelligent Automation. Suggested by Peter Sherwin at Eurotherm.
Lindsay Glider, “Rockwell Automation’s 4-Step Guide to Starting Your Digital Transformation Journey,” com (13 October 2020). https://tinyurl.com/yynfoufs.
Are you prepared to adopt Internet of Things (IoT) technologies in your heat treat facility? Do you care to try? In this best of the web article, Aymeric Goldensteinas, production development manager at Ipsen, breaks down how a vacuum furnace can be designed to address the concerns of the modern captive heat treater. As you read this article, learn how to use predictive maintenance, what is Big Data, and how IoT can help you.
An Excerpt
[blockquote author="Aymeric Goldsteinas, Product Development Manager, Ipsen" style="1"]What if your furnace could... Tell you that it isn't operating correctly... Tell you when a vacuum pump rebuild is going to be necessary... Tell you that you are at risk of experiencing discoloration in the next cycle... Tell you that you will not pass the leak back test in three weeks?[/blockquote]
One of the great benefits of a community of heat treaters is the opportunity to challenge old habits and look at new ways of doing things. Heat TreatToday’s101 Heat TreatTipsis another opportunity to learn the tips, tricks, and hacks shared by some of the industry’s foremost experts.
Today’s selection includes tips from Nutec Bickley on how to meet temperature uniformity requirements, and PhoenixTM on how to use “dash cam” tech in your furnace and address the technical challenges in thru-process temperature monitoring.
Heat TreatTip #6
A Products Eye View in the CAB Furnace Using Optical Profiling
PhoenixTM Optic System designed to perform optical profiling in a CAB furnace. A high resolution 4K video camera is protected by an innovative thermal barrier during its journey through the furnace.
Ever wished you could see what truly happens to your product as it travels through your conveyorized CAB furnace? Well now you can! Thru-process Optical profiling is similar to temperature profiling but instead of measuring the temperature of the product the system records a high-resolution video of the products journey through the furnace. It’s like running your car “Dash Cam” but through the furnace at over 1000°F. The resulting video “Optical Furnace Profile” shows process engineers so much more about how their process is operating without any need to stop, cool and dismantle the furnace. This allows safe routine furnace inspection without any of the problems of costly lost production and days of furnace down time. From the video evidence, the root cause of process problems, possibly already highlighted by running the temperature profile system, can be identified accurately and efficiently. Furnace structural damage or faulty furniture such as recirculating fans, control thermocouples or heater elements can be detected. Buildup of unwanted flux within the furnace can be monitored allowing accurate service and clean down schedules to be planned preventing future unplanned costly line stoppages. Damage or distortion of the conveyor belt compromising the safe smooth transfer of product through the furnace can be isolated with accuracy helping reduce corrective action turnaround times.
(PhoenixTM)
Heat TreatTip #7
3 Tips to Meet Temperature Uniformity Surveys
Adjust the burners with some excess air to improve convection.
Make sure that the low fire adjustment is as small as possible. Since low fire will provide very little energy, it will make the furnace pulse more frequently and this will improve heat transfer by convection and radiation.
Increase internal pressure. This will “push” heat to dead zones allowing you to increase your coldest thermocouples (typically near the floor and in the corners of the furnace).
(Nutec Bickley)
Heat TreatTip #12
Temperature Monitoring When the Pressure is On!
PhoenixTM Thermal Barrier used for Low Pressure Carburizing furnace monitoring. Shown fitted with a unique high-performance gas quench deflector.
Increasing in popularity in the carburizing market is the use of batch or semi-continuous batch low pressure carburizing furnaces. Following the diffusion, the product is transferred to a high-pressure gas quench chamber where the product is rapidly gas cooled using typically N2 or Helium at up to 20 bar pressure.
In such processes, the technical challenge for thru-process temperature monitoring is twofold. The thermal barrier must be capable of protecting against not only heat during the carburizing but very rapid pressure and temperature changes inflicted by the gas quench. From a data collection perspective to efficiently perform temperature uniformity surveys at different temperature levels in the furnace it is important that temperature readings can be reviewed live from the process but without need for trailing thermocouples.
During the gas quench, the barrier needs to be protected from Nitrogen N2(g) or Helium He(g) gas pressures up to 20 bar. Such pressures on the flat top of the barrier would create excessive stress to the metal work and internal insulation / logger. To protect the barrier therefore a separate gas quench deflector is used. The tapered top plate deflects the gas away from the barrier. The unique Phoenix design means the plate is supported on either four or six support legs. As it is not in contact with the barrier no force is applied directly to the barrier and the force is shared between the support legs. The quench shield in addition to protecting against pressure, also acts as an additional reflective IR shield reducing the rate if IR absorption by the barrier in the vacuum heating chamber.
AMS2750F, a rewrite of the specification that covers pyrometric requirements for equipment used for the thermal processing of metallic materials, was released at the end of June. For this Technical Tuesday feature, Heat Treat Today asked a few experts in the aerospace industry to share their insights of this much anticipated revision that helps to better clarify issues with the previous revision. Specifically, Heat Treat Today wanted to know what they perceived to be the top 2-3 most important changes in revision F; what companies should do to prepare for these changes; and additional thoughts about the revision as it relates to aerospace heat treating.
Andrew Bassett was on the subteam for AMS2750F as well as the previous revision AMS2750E and has been a member of AMEC and SAE Committee B since 2006. He shares some “inside baseball” background about this four year process, “The AMS2750F subteam utilized the Nadcap Pyrometry Reference Guide, the Nadcap Heat Treat Audit Advisories that pertained to Pyrometry, and the collective experience from the sub-team which dealt with the previous revision issues and problems. The AMS2750F sub-team had a broad range of backgrounds, with representatives from Boeing, Safran, Arconic, GeoCorp Inc, Nadcap-PRI, and Aerospace Testing & Pyrometry.”
What do you believe to be important changes in revision F?
Jason Schulze, Director of Technical Services; Special Process – Metallurgy, Conrad Kacsik Instrument Systems, Inc.
Jason Schulze comments on offsets saying, “Offsets have often been a confusing subject throughout the years. How they are applied, removed and documented has caused confusion and has been a source of Nadcap findings. With the changes to the offsets section of AMS2750 in the new revision, these issues will be greatly reduced. Offsets have now been split into two categories; correction offsets and modification offsets. It will be important for suppliers to understand and implement the new requirements as well as use the same verbiage as this will hopefully alleviate further confusion.”
Andrew Bassett, President, Aerospace Testing and Pyrometry
Andrew agrees this is an important change regarding the offsets and further clarifies, “A “Modification Offset” is when an instrument is purposely, either through electronic means or manual means, shifts the accuracy away from the nominal temperature. This is typically done to “center a temperature uniformity” that may be skewed in one direction or another. The modification offset, when used properly, will shift the temperature uniformity more towards the set point of the thermal processing equipment. A “Correction Offset” is used to bring the instrument back to the nominal temperature. As always, a well defined procedure will be required on how the “Correction Offset” and “Modification Offset” will be introduced into your system.”
“One of the biggest changes that caused a lot of controversy was the restricted re-use of expendable test thermocouples,” Andrew notes. “The AMS2750F subteam provided studies and data that showed that there was considerable drift of certain types of base metals thermocouples, especially when it came to Type “K” thermocouples. The previous revision of AMS-2750 already had restrictions on these types, but after providing data of the drift of these thermocouples, the team felt further restrictions were required for Expendable Base Metal SAT & TUS Sensors. Section 3.1.7.3 describes the limitations of these type thermocouples. Types “M”, “T”, “K” & “E” shall be limited to 3 months or five uses, whichever occurs first between 500F and 1200F (260C and 650C) and is limited to single use above 1200F (650C). Types “J” and “N” shall be limited to 3 months or ten uses, whichever occurs first between 500F and 1200F (260C and 650C) and is limited to single use above 1200F (650C).”
Peter Sherwin, Global Business Development Manager for Heat Treat, Eurotherm by Schneider Electric
Peter Sherwin comments on instrumentation, “From an instrument perspective our no.1 focus is the instrument accuracy specification. This has not changed for Field Test or Control and Recording Instruments (now in Table 7), however the impact of the decimal place for digital recorders could cause some issues for less precise instrumentation. In 3.2.3.1 All control, recording and overtemp instruments shall be digital 2 years after release of AMS2750F – this was not a surprise, and today’s overall cost (paper, pens, storage etc.) of paper chart recorders cannot match their digital counterparts. Digital time synchronization (3.2.3.19) is also sensible to ensure you have an accurate time record across a number of Furnaces/Ovens and charts – we are used to this for other regulations (e.g. FDA 21 CFR Part 11) and offer a SNTP/Time Synchronization feature in our Recorders.”
Jim Oakes, President, Super Systems, Inc.
Jim Oakes shared his pleasure with section 3.2.3.12, “I was happy to see the document address integrated recording/controlling data. It states in section 3.2.3.12when the control and recording system is integrated such that the digitally displayed control value and digitally recorded value are generated from the same measurement circuit and cannot be different, it is only necessary to document a single displayed/recorded value for the control reading. This is happening through direct communications, so what you see on the controller is what you are recording electronically. This saves a step and eliminates the need for additional documentation.”
Doug Shuler, Lead Auditor, Owner, Pyro Consulting LLC
Doug Shuler cites the auditor advising piece, “The top of the list has to be the overall progress we made by incorporating auditor advisories and pyrometry reference guide FQS into the body of the specification so users don’t have to ask themselves “What did I miss.”
How should companies prepare for these changes?
Jason Schulze’s advice to companies focuses on training, “Companies should receive concise training regarding the revisions within AMS2750F, including administrative and technical. As with any training, continuous courses may be necessary to ensure comprehension. I recommend performing a characteristic accountability for each and every requirement stated within AMS2750F.”
Peter Sherwin encourages companies to ready instrumentation for the standards, “Recent feedback from the MTI indicated that 3rd party audits to the new standard would probably start next year. However, if you are in the market for a new instrument then it only makes sense to ensure this meets the requirements of the updated standard.”
Doug Shuler sees the benefit of analysis, “Users should prepare by performing an internal or perhaps an external gap analysis to establish where their pyrometry system is today, and what has to be changed going forward. Users don’t have to wait until AMS2750F and AC7102/8 Rev A are released and in effect before making changes. The key is that if a user has an audit before the revised Nadcap Checklist AC7102/8 Rev A becomes the law of the land, they will have to declare compliance to AMS2750E or AMS2750F in full and will be held to that revision’s requirements. Once AC7102/8 Rev A takes effect (best guess after January 1, 2021) all audits will be done to AMS2750F.”
Andrew Bassett recommends, “First and foremost, get a copy of AMS2750F and start the review process. Since the document was a complete re-write, there is no change summary or change bars to point the supplier in the direction of what has changed. Spend time creating a matrix of the previous requirements (AMS2750E) and comparing to the new requirements (AMS2750F). I would suggest breaking this matrix down into four main sections: Thermocouples, Calibrations, System Accuracy Testing, and Temperature Uniformity Surveys. This will allow suppliers to work on each section without getting overwhelmed by the entirety of the specification. Currently at the time of writing this, there is no formal implementation requirement for AMS2750F. Typically this will either be dictated by the suppliers’ customers, or in the case of Nadcap, they will issue a “Supplier Advisory” as to when their expectation for implementation will be.”
Final Thoughts
Planning for the future will serve companies well for the long term encourages Doug Shuler, “With a number of significant changes, nearing a complete rewrite, now is a good time to take a look at your internal procedures that may have become fragmented over the years and streamline them to the new revision. Auditing for Nadcap for over 10 years has shown me one thing for sure. Those companies that have a thermocouple procedure, a calibration procedure, a SAT procedure, an alternate SAT procedure, a TUS procedure, and maybe even multiple TUS procedures for different kinds of furnaces (Air, Vacuum, Atmosphere, etc.) usually have a more difficult time with audits because the SAT procedure also addresses thermocouples, but doesn’t address correction factors because that’s in the instrument calibration procedure… See where this is going? Consider writing one pyrometry procedure with sections in it just like the specification. Then, the SAT section can refer to the thermocouple section for test thermocouples and to the instrument section for test instruments, etc. It’s like re-writing AMS2750, but customized for your facility, your equipment, and your practices. In the end, remember that the pyrometry portion of your Nadcap audit follows my P.I.E. acronym. Procedures that Include all requirements and Evidence to show compliance.”
Paying close attention to the right data solution will alleviate potential headaches when dealing with both the new AMS2750F revision and the CQI9 (V.4 update) says Peter Sherwin, “Many commercial heat treaters will also have to cope with the update to CQI9 Version 4 at the same time! According to the MTI, your ‘end’ customers may request you perform your self-audit to the new standard from this point forward. There is a bit more time allocated to move to digital (3 years), but my advice would be to take advantage of digital solutions sooner rather than later. The right data solution should save you money over time compared to the paper alternative.”
Finally, amidst all the new changes AMS 2750F has offered, Jim Oakes assures, “…the pyrometric requirements that most of us are used to will still be very familiar as this document becomes the new standard.”
Is new technology always an advantage? Do companies need to update everything or a few things? The rapid pace of technology upgrades is dizzying, and many heat treaters can find themselves unsure of whether to embrace it or refuse it.
In thisHeat Treat Today Original Content feature, Gerry McWeeney of Heat Treatment Solutions gives his take on the pros and cons of remote monitoring in heat treatment.
Special thanks to Gerry McWeeney, heat treatment consultant and president of Heat Treatment Solutions, for permission to run this article.
Technology plays a major role today in most industries, and heat treatment is no different. Having been around emerging technology a lot in the last 20 years or so and reviewing recently other types available in the heat treatment marketplace, it is a subject near and dear to me and I was happy to be sought out by friends in the industry to give my opinion on the Pros & Cons.
THE PROS:
SAFETY – This cannot be reiterated enough. By reducing numbers of labor in operating units, remote capabilities reduce the risk for end-user and vendors.
COST REDUCTION – Reduced labor provides a better commercial proposition to end-users on the manpower to equipment discounted rate scenario.
REMOTE START and STOP
Clients can benefit from early switch on to assist getting weld preheat to temperature. While not ideal for every situation, e.g. inside refineries where conditions can change and the need for the buddy system negates commercial benefit, but, in certain situations can assist welder productivity, which helps cost and schedule.
This reduces the risk in emergency situations. The equipment can be remotely isolated without putting people into the units to do this task.
THE CONS:
REDUCED LABOR - At the site, this can have commercial benefits to the customer. It can also have an adverse effect when scope creep or changes to the schedule occur and there are insufficient resources.
LIMITED FIELD EXPERIENCE - Having control and monitoring operators with limited field experience is a risk as they, at times, can be unable to assist adequately when heat treatment or site conditions change.
RULES & REGS - Differing employment rules and regulations across borders and states can have an adverse effect on project harmony between operators and field personnel.
TOO BUSY – Some operators can be charged with monitoring many heat treatments across various different recording devices and projects, some more complex than others. This can cause delays in communications to field when operators have too much on their hands and conditions change. This can be especially true during TAR / OUTAGE season.
The above lists are not complete--there are other softer pros and cons depending on each company’s technology.
Technology alone will not guarantee the heat treatment, that can only be done by correct set up of thermocouples and heating elements in accordance with code requirements and/or engineered drawings that meet code criteria. Technology is here to stay, and advancements in it, when implemented properly, will help vendors and users alike.
“My preference is for control and monitoring at site using remote capabilities with access to view by the client and heat treatment personnel at site”
Do you always feel confident when selecting heat treating equipment? ¿Se siente siempre seguro cuando selecciona equipos de tratamiento térmico?
The heat treating equipment must satisfy a production need and certain metallographic specifications. Consequently, the dimensions of the space where the parts will be placed may be the main factor in the design of the furnace. This is because metals are only capable of heating up to a certain temperature at a rate that is determined by the heating method, geometry, and load arrangement. Only experienced vendors can make the correct calculations to meet the production needs of the project. Be sure to understand the calculations that lead to the sizing of the proposed system.
