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Article history: Submetering the energy consumption of processes, systems, or equipment at a manufacturing facility
Available online xxx can provide insight into the energy efficiency and productivity of its operations. With the growth of the
‘‘Big Data’’ market and increasing number of submetering options, collecting data is not a challenge;
Keywords: collecting data that can result in actionable information leading to energy savings is a challenge. Further,
Industrial analytics as manufacturing is in the midst of the smart manufacturing and industrial analytics revolution,
Smart manufacturing developing optimal submetering strategies is of increasing importance, especially if submeters are being
Big Data installed as a retrofit to an existing facility/process. In particular, small to midsized manufacturing
Metering assessment (SMM) facilities will require technical assistance to fully avail of submeter data and join the smart
Submetering
manufacturing revolution.
Small to midsized manufacturing
This paper presents a metering assessment as a method to identify the optimal use of submeters and
applications of the collected data at a manufacturing facility. The metering assessment consists of
temporarily submetering energy uses to identify future metering needs. The metering assessment
involves gathering data on an energy use(s) over a finite length of time, conducting analysis of the data to
better understand energy consumption characteristics of the energy uses, and developing an optimal
permanent submetering strategy. Through the metering assessment, a facility can better identify uses for
submetered data before installing permanent submeters, thereby limiting the collection of extraneous
data. Further, the facility can avail of smart manufacturing opportunities by installing submeters as a
retrofit and using the collected energy data to inform operational decisions in real-time.
The benefits of conducting a metering assessment are presented using an example from a SMM metal
tube manufacturing facility. The results from a metering assessment conducted at the facility resolved
outstanding operational issues while also identifying where permanent submetering could improve
productivity. Through applying the metering assessment at an SMM facility and identifying uses of
submeter data, this paper illustrates the type of technical assistance required to bring the benefits of
smart manufacturing and industrial analytics to SMM facilities.
ß 2016 CIRP.
http://dx.doi.org/10.1016/j.cirpj.2016.10.005
1755-5817/ß 2016 CIRP.
Please cite this article in press as: Rao, P., et al., Conducting a metering assessment to identify submetering needs at a manufacturing
facility. CIRP Journal of Manufacturing Science and Technology (2016), http://dx.doi.org/10.1016/j.cirpj.2016.10.005
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CIRPJ-400; No. of Pages 8
2 P. Rao et al. / CIRP Journal of Manufacturing Science and Technology xxx (2016) xxx–xxx
from the facility floor to optimize energy efficiency and reduce revolution’s icons. However, for small and medium manufactur-
energy consumption was identified as a need [2]. ing (SMM) facilities the challenges and opportunities are less
There are numerous potential uses of submeter data including grand but perhaps more important. Implementation of smart
improving energy efficiency, reducing energy consumption, and technologies must normally be done as a retrofit and proper
improving the productivity of a manufacturing facility. One analytics are different from facility to facility and even system to
example is early detection of system or equipment faults system. Additional challenges faced by SMM facilities to adopting
[3,4]. Another is non-intrusive load and energy efficiency smart manufacturing and making use of industrial analytics
monitoring [5]. Submeter data can also inform decisions on include: unavailability of staff resources to focus on energy
selecting the appropriate electric utility rate structure. As considerations, short return on investment requirements for
described by Wang and Li [6], the energy cost savings from energy efficiency projects, and energy costs viewed as being fixed
switching from a flat-fee rate structure to a time-of-use structure or sunk. Technical assistance in these areas is necessary to
will depend on the alignment between peak hours and production accelerate implementation. Thiede et al. [16] presented a
schedules [6]. Alignment can be ensured through the use of data methodology that incorporates data infrastructure and analytics
collected from submeters to inform production planning. into a continual improvement-based EnMS in a manner that is
Submeter data can also be used to monitor activity on the appropriate for SMM facilities. The authors identify several
manufacturing facility floor. Vijayaraghavan and Dornfeld demon- challenges to developing such a methodology including: (1)
strated the use of electric power data to identify events within a determining the correct frequency at which to collect data; (2)
machine tool process, such as spindle start-up, changing spindle determining if permanent or single measurement is required and
speeds, and idle periods. The authors have proposed a software (3) developing a facility-specific methodology. The authors also
framework that would support energy decision making by stated that energy and production data should be integrated in a
evaluating energy consumption and operational data from production management scheme.
machine tools and identifying events within a manufacturing In addition to identifying the best uses of the data and turning
process [7]. Similar profiles could theoretically be developed for the data into actionable information, several obstacles emerge
manufacturing equipment or processes to better understand its when deciding how best to implement submeters. Many are
energy consumption characteristics and drive energy cost reduc- paradoxical in that they are difficult to resolve without collecting
tions and energy efficiency improvements [8–11, 20]. data. Facilities may be reluctant to finance metering installations
Submetering data can also be an integral part of a continual because the resulting energy savings are difficult to predict. A
improvement-based energy management system (EnMS), such survey conducted at 100 U.S.-based 3M manufacturing facilities
as ISO 50001 [12]. The EnMS establishes a structure, including identified gaining management approval, justifying costs, financial
processes supported by the necessary internal resources, to constraints, and unknown return on investment as barriers to
better understand energy consumption at a manufacturing installing submeters [17]. Further, identifying metering require-
facility through integration of data collection assets, such as ments including the type of meter to install, meter locations, and
data from submeters. As an example, data from metering the frequency at which to collect data is a challenge. There are
systems is required to develop facility-specific energy perfor- several metering options, and the selection of the appropriate
mance metrics. In a case study at a biomedical facility, meter will depend upon the end use to be metered, the desired
submetering was required to develop energy performance accuracy, installation cost, sampling rate, intrusiveness, commu-
indicators specific to the facility’s operations. The energy nications, and other characteristics [18]. Similarly, permanent
performance indicators supported by submetered data allowed submetering may not be required if temporary metering can
for continuous monitoring of key energy uses, as well as resolve outstanding facility issues. Without overcoming these
benchmarking and continuous improvement in their energy challenges to submetering, many facilities will be left out of the
efficiency. Monthly data collection or high-level performance smart manufacturing revolution.
indicators (i.e. energy consumption per unit of product) did not This paper presents a metering assessment as novel method to
provide the temporal resolution or granularity required for identify the optimal use of submeters and best uses of the data in a
continuous monitoring of key systems [13,14]. manufacturing facility. The metering assessment allows a facility
Strategies for integrating submeters and other data collection to gain a better understanding of the value of data acquisition at a
assets into an energy management system have been proposed specific facility before installing permanent submeters. This
[11,14,15]. Vikhorev et al. [11] suggest that connecting improves on the common practice of installing permanent
continuous measurement of energy data at the industrial submeters without a ‘‘trial’’ period, and relying on generic
process level to business performance can support raising information about manufacturing operations to determine sub-
‘‘energy awareness’’, or insight into how energy use and metering location, frequency, and applications of the resulting
consumption impacts business overall at the facility. The data. By conducting a metering assessment before installing
authors propose a strategy for an advanced energy management permanent submeters, several challenges associated with instal-
system that uses submeter data to identify events during ling permanent submetering can be addressed, including: devel-
production and calculate key performance indicators in real- oping financial justification for permanent submetering,
time enabling data-driven operational decisions. The connection developing a facility-specific permanent submetering protocol,
between energy consumption and units of productivity is and identifying if temporary or permanent submetering is
central to understanding the energy performance of a facility. required. Unlike other approaches, the approach presented here
An optimal submetering strategy within the context of a balances the need for collecting data within a facility, with
continual improvement-based EnMS will both quantify energy practical considerations such as the ability to use the collected data
consumption and provide insight into productivity. to inform productivity and energy related decisions. Finally, the
These examples of using submeter data to drive real-time data metering assessment allows for existing facilities to become
driven decision making illustrate the role of submetering in ‘‘smart’’ through retrofitting submeters. The paper uses the
transforming a traditional facility into a smart manufacturing example of an SMM facility to demonstrate the value of the
facility. Smart manufacturing and industrial analytics are being metering assessment, including the type of technical assistance
seen as defining characteristics of the next industrial revolution. and data analysis required to bring the smart manufacturing
Pictures of robotic automobile assembly facilities are this revolution to SMM facilities.
Please cite this article in press as: Rao, P., et al., Conducting a metering assessment to identify submetering needs at a manufacturing
facility. CIRP Journal of Manufacturing Science and Technology (2016), http://dx.doi.org/10.1016/j.cirpj.2016.10.005
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CIRPJ-400; No. of Pages 8
P. Rao et al. / CIRP Journal of Manufacturing Science and Technology xxx (2016) xxx–xxx 3
Metering assessment method Once the issue(s) which may potentially be resolved with
energy data are identified, all existing data assets should be
For the purposes of the metering assessment presented, collected, including utility bill data, energy consumption measured
permanent submetering is defined as submeters that are left in through control devices (e.g., variable frequency drives), and other
place and provide data that is reviewed by facility staff. Temporary meters collecting energy-related data (e.g., pressure, flow,
metering is defined as submeters that are installed for a discreet temperature within a fluid or air distribution system). Additional-
duration of time. The purpose of a metering assessment is to install ly, data on simple measures of physical output (e.g. units shipped,
temporary submeters to: tons produced) corresponding to the time period of energy data
collected should be gathered. This data will help to place the
(1) Identify potential energy uses and physical properties to energy data within the context of the facility’s operations and
submeter permanently: develop energy performance indicators.
Energy uses to potentially meter can include equipment, After leveraging all existing data assets, data gaps can be
systems or processes contributing significantly to energy costs, identified. Data gaps will be specific to the results of the previous
bottlenecks in production processes, or Significant Energy Uses steps. For many facilities, this may include energy consumption
as part of implementing an ISO 50001 EnMS. Meters can collect monitoring at the process level. With the data gaps identified, a
a variety of energy-related data on physical properties protocol for conducting the metering assessment can be devel-
including electric power, pressure, flow rates, temperature, oped. The specific-protocol and guidelines for conducting a
humidity, vibration, and light intensity. metering assessment depends on the facility’s desired outcomes
(2) Identify potential uses for the data: from the metering assessment and the extent of the data gaps.
Identifying potential uses for the data before installing However, some general strategies are identified here. Meter
submeters will lead to optimizing data collection such that only locations should be chosen to optimize data collection; extraneous
actionable information is collected. Actionable information data may overwhelm the facility, whereas insufficient data will
leads to identifying opportunities to improve facility opera- make the assessment ineffective. For example, power metering at
tions. This can include reducing energy costs, improving the electric panel rather than at each individual component of
system reliability, increasing product throughput, or improving packaged equipment may be ideal for understanding process
product quality. Performance metrics, such as energy perfor- energy consumption characteristics. For thermal metering require-
mance indicators, and the supporting production information ments, a single BTU meter may be appropriate wherever there is a
required to support their development, may also be identified change in enthalpy (e.g. supply and return on a hot water loop, or
as a result of evaluating potential uses of the data. Performance between thermal energy consuming processes). Meters should also
metrics can be used to ensure facility operations are within be installed to monitor the equipment or process for a sufficient
normal or expected bounds. period of time such that multiple cycles of each operational mode
(3) Develop submetering guidelines to improve facility perfor- (e.g. full production, idling, off) can be monitored. This will allow
mance (e.g., energy, productivity, financial, environmental): for definitive and statistically valid conclusions to be drawn from
the metering assessment.
Submetering guidelines outline how data will be collected.
The data can be collected either in real-time over the internet or
Aspects to consider include the frequency of data sampling,
stored locally to the data acquisition unit. While less convenient,
location of meters, and type of data to collect. This will depend
storing locally may enable easier metering set-up. If stored locally,
on the actionable information sought. For example, if electric
data storage capacity may become a factor limiting the frequency
power is being metered in order to monitor contribution from a
and duration of data collection. If collected in real-time over the
piece of equipment to the facility’s electric demand, the
internet, data storage capacity will most likely not be a concern.
frequency of sampling will be related to the methodology used
However, access to internet can be challenging in facility settings.
by the electric utility to calculate facility demand. The meter
If overcome during the metering assessment, then any internet
will be placed on the electric supply of the equipment, and
access issues can be addressed in the permanent submetering
voltage and amperes will be collected. Metering guidelines will
guidelines.
also include coordinating data collection with other meters
Data analysis should be performed with an understanding of
collecting complimentary information (e.g., coordinating data
both energy efficiency fundamentals and the operations on the
from a flow and temperature meter in order to calculate the
plant floor. The selection of software package will depend on the
energy content of hot water), meter accuracy requirements,
amount of data to be collected and the type of analysis being
meter resolution, and use of existing automation or control
performed.
assets to meet data needs.
Finally, identifying the needs and guidelines for permanent
submetering will depend on the outcome of the analysis. A benefit
Fig. 1 outlines the general steps of a metering assessment and of the metering assessment is that further continuous metering
provides an example of each step using a scenario where a facility may not be necessary, or can be minimized. Opportunities for using
is interested in understanding the energy use characteristics of its real-time energy data to inform facility operations are good
systems and processes (e.g. contributors to demand, peak/off-peak candidates for permanent submetering.
electricity consumption, start-up loads). To illustrate the use and benefits of a metering assessment, an
A metering assessment should begin by identifying issues example is provided where a metering assessment was conducted
related to energy consumption, productivity, or costs that can be to resolve outstanding operational issues and also to develop a
resolved with the acquisition of energy data. As noted in the methodology to monitor production at a SMM site. The facility in
literature, energy data can be used to identify maintenance issues the example had specific questions regarding the contributing
before they occur, monitor activity on the production floor, identify factors to its high electric costs.
the utility rate structure that best matches facility operations, or in
support of a continual improvement-based EnMS (e.g. map energy Example of a metering assessment
flows, identify energy consumption characteristics of major
equipment, better understand facility energy consumption char- A metal tube manufacturer sought to better understand the
acteristics) [3–7,13,14]. factors contributing to high electric demand charges and monitor
Please cite this article in press as: Rao, P., et al., Conducting a metering assessment to identify submetering needs at a manufacturing
facility. CIRP Journal of Manufacturing Science and Technology (2016), http://dx.doi.org/10.1016/j.cirpj.2016.10.005
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Idenfy what needs to be Energy use characteriscs in order to improve operaons such as
understood start-up and idle consumpon, load factors, and paerns
Collect exisng data assets and Energy bills are available but characteriscs of equipment/processes
idenfy data gaps that contribute appreciably to facility energy use characteriscs are
unknown
Install temporary submeters Submetering period over duraon idenfied in previous step with
and collect data data collecon in real-me or aer submetering duraon
Evaluate need for permanent Determine if permanent submetering would be beneficial to facility
submetering operaons and if beneficial, idenfy uses of submetered data
production in real-time. The primary energy consuming equip- curvature is sufficient, and determine the amount of force to apply.
ment, and subsequently the primary contributors to the facility Once formed, the tube is further processed (e.g., pickling, sizing
demand, were four mechanical press brakes ranging from 25 hp to and heat treating) before being shipped to the customer. The press
100 hp used to bend large sheets of metal into a tube (for reference, brakes had only two motors – a motor to move the jaw and a large
the 100 hp press brake applied 3000 tons of pressure). The fly wheel motor to move the dye.
individual energy consumption characteristics of the press brakes The facility would leave their press brakes on idle when not in
were not understood and general motor system characteristics, use rather than shutting them down to avoid large in-rush currents
such as those of a compressed air system, were applied to the press at start-up. These were thought to be contributing significantly to
brakes when developing its sequence of operations. Further, the the facility’s electric demand charges. Due to concerns regarding
Chief Executive Officer sought a method for monitoring which electric demand charges, management had focused primarily on
equipment was running in real-time and following a product reducing electrical demand and had not considered electrical
through its production steps. usage in its operational planning. With little information available
In order to manufacture metal tubes, a large piece of sheet on the behavior of the press brake motors, initial decisions used
metal is positioned in the press brake jaw and once positioned, a generic motor behaviors to create energy saving protocols such as
heavy dye, or metal stamper, impinges on the metal bending it to a implementing soft starts. Moreover, it was thought that spinning
desired curvature. The dye is controlled manually by an operator. the flywheels on the press brakes when in idle required very little
Tubes are not made in a single bend, but require several iterations energy.
until finally complete. The stamps to make the first curvature Devoldere et al. [19] have characterized the electricity
require the most iteration as this is the most difficult section of flat consumption characteristics of press brakes operated through
metal to bend. The depth of the jaw only allows for half the tube to computer control. However, the press brakes operated by the
be bent before the metal sheet has to be removed from the jaw and facility in the example for this paper are manually operated.
re-positioned so that the back half of the metal can be formed. Therefore, key characteristics of the facility’s operations, such as
Much of the tube bending process relies on the skill and experience processing time, cannot be determined from Devoldere et al.
of the operators. The operator has to determine the locations to In order to better understand the contribution of the press
stamp the metal, the number of stamping iterations, assess if the brakes to the electric demand charges and develop production
Please cite this article in press as: Rao, P., et al., Conducting a metering assessment to identify submetering needs at a manufacturing
facility. CIRP Journal of Manufacturing Science and Technology (2016), http://dx.doi.org/10.1016/j.cirpj.2016.10.005
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P. Rao et al. / CIRP Journal of Manufacturing Science and Technology xxx (2016) xxx–xxx 5
150
monitoring options, a metering assessment was conducted at the Logger 1
Logger 2
facility. The following were the objectives of the metering Logger 3
125
assessment: Logger 4
Logger 5
15min Avg
1. Determine the contribution to electric demand from the press 100
brakes.
Power (kW)
2. With the objective of minimizing electricity consumption and 75
Table 1
Metering assessment protocol as applied to facility described here.
Determine what needs to be understood Electrical demand characteristics of press brakes, establish start-up/shutdown protocol, and develop real-
time production monitoring
Collect existing data assets and identify data gaps Facility-level electricity information available. Production data unavailable
Develop temporary metering guidelines Meter press brake and sizing machine current at 2 Hz for 3 months. Install meters at electrical panel
Install meters and gather data Data stored locally and gathered at conclusion of 3 months
Analyze data Mathematical software packages used to analyze data. Results provided in ‘Contribution of demand from
press brakes’, ‘Idling vs shutting down press brakes when not in loaded’, ‘Real-time productivity
monitoring’, and ‘Results of metering assessment sections.
Evaluate need for permanent metering Permanent metering for productivity monitoring identified (see ‘‘Results of metering assessment’’
section). Original goal of understanding electrical demand characteristics and start-up/shutdown protocol
met with temporary metering
Develop metering guidelines Permanent metering locations, frequency, and analysis algorithms developed
Please cite this article in press as: Rao, P., et al., Conducting a metering assessment to identify submetering needs at a manufacturing
facility. CIRP Journal of Manufacturing Science and Technology (2016), http://dx.doi.org/10.1016/j.cirpj.2016.10.005
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150
Logger 1
140
Logger 2
130 Logger 3
120 Logger 4
Logger 5
110
90
Power (kW)
80
70
60
50
40
30
20
10
0
8 9 10 11 12 13
Time (Hours)
Table 2
Idle load as a percentage of peak load for logged machines for 5 h snap shot in Fig. 3. Fig. 4. Start-up electricity usage for logger 1 (press brake 1). The independent axis
Logger/press Idle load Peak Idle load as a has been scaled such that 0 min and 0 s corresponds to the flywheel spinning at full
brake (kW) load (kW) percentage of peak load speed and the press brake ready for use.
1 55 102 54%
150
2 17 55 31%
Logger 1
3 25 48 52%
4 25 36 69%
125
100
some cases, the idle load is higher than 50% of the peak load power.
Consequently, the press brakes consume a large amount of energy
kiloWatts
75
while in idle. It is apparent that minimizing the time equipment is
on and idle could yield much more significant demand savings
than the initial concern of overlapping activity. 50
Please cite this article in press as: Rao, P., et al., Conducting a metering assessment to identify submetering needs at a manufacturing
facility. CIRP Journal of Manufacturing Science and Technology (2016), http://dx.doi.org/10.1016/j.cirpj.2016.10.005
G Model
CIRPJ-400; No. of Pages 8
P. Rao et al. / CIRP Journal of Manufacturing Science and Technology xxx (2016) xxx–xxx 7
Please cite this article in press as: Rao, P., et al., Conducting a metering assessment to identify submetering needs at a manufacturing
facility. CIRP Journal of Manufacturing Science and Technology (2016), http://dx.doi.org/10.1016/j.cirpj.2016.10.005
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CIRPJ-400; No. of Pages 8
8 P. Rao et al. / CIRP Journal of Manufacturing Science and Technology xxx (2016) xxx–xxx
Conclusion Acknowledgements
Submeters have great potential as a tool to enable facility This work was supported by the New Jersey Clean Energy
managers to reduce energy consumption and improve productivity Program and the Assistant Secretary for Energy Efficiency and
through continuous monitoring of the processes and systems Renewable Energy, Advanced Manufacturing Office, of the U.S.
within their facility. Their effective use is also essential to the smart Department of Energy in part under Contract No. DE-AC02-
manufacturing revolution. However, much of their potential may 05CH11231.
go unrealized due to implementation barriers, such as unclear use
of data, unknown return on investment, and difficulty evaluating References
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Please cite this article in press as: Rao, P., et al., Conducting a metering assessment to identify submetering needs at a manufacturing
facility. CIRP Journal of Manufacturing Science and Technology (2016), http://dx.doi.org/10.1016/j.cirpj.2016.10.005