Professional Documents
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A practical
guide on
workflow
optimization
Material Receiving Tankfarming R&D and Quality Control Lab Water Processing Production: Production: Packaging, Logistics
Engineering Labs Synthesis Blending, Filling
Dear Reader,
In today’s fast-paced world, the chemical industry is always striving to remain one step ahead,
delivering high quality products on time and on budget. This highly cost-sensitive area has an
intense focus on productivity and, simultaneously, must meet demanding quality control stan-
dards to stay competitive in the marketplace. As a result, there is ever-increasing pressure to
improve the efficiency of procedures – adopting lean processes and automation to try to accel-
erate time-consuming processes – while maintaining the highest possible product quality.
The chemical industry encompasses a variety of scientific fields – including fine, speciality,
bulk and intermediate chemicals, refining and petrochemicals, polymers and plastics, and dyes,
pigments and inks – across R&D, production and QC facilities. In every case, there is a need for
cost-effective solutions to streamline operations. This guide discusses how optimum efficiency
and productivity can be achieved by carefully analyzing laboratory procedures, identifying –
and, as far as possible, eliminating – inefficiencies, and introducing standardized processes.
Weighing is the first step in virtually any analytical procedure. Automation is the solution for
many typically occurring issues in chemical industry workflows, helping to optimize procedures,
eliminate the potential for manual errors, and ensure high quality standards are met. Six typical
workflows are discussed and process improvements suggested.
METTLER TOLEDO
3 Conclusions 31
4 Useful Links 31
The chemical industry is highly diverse, from the supply of fine, speciality and bulk chemicals, to the refining of
petrochemicals and the manufacture of polymers, plastics and pigments. Each of these segments incorporates
a variety of applications and workflows, all of which can benefit from the latest advances in weighing technology
and laboratory software. This guide describes some of the most common workflows, identifying potential pain
points and highlighting possible solutions.
1.1 Formulation
Workflow description
R&D laboratories doing formulation and totalization typically undertake mini production scale, scale-up and
repeatability studies. This can involve design of experiments (DOE) studies and the preparation of reaction
mixes, small test batches, working solutions or even finished goods. Workflows will generally include:
• Frequent recalculation of recipes to achieve target weights for a given batch size.
• Precise weighing of difficult components, for example, pigments and flavors.
• Tracking all compound weights and the composition of mixtures.
• Reporting and archiving for quality control of the final product.
Library – database
of formulation, recipe,
solution, media
Labeling
(in document or SOP)
Higher accuracy
+ needed for some
compounds
To ensure complete traceability, information crucial to the process must be recorded, such as the user ID, recipe
name, date and time of preparation, expiry date, batch number, compounds used, quantities required, toler-
ances, quantities dispensed and pH values. This will often take the form of handwritten component labels and
laboratory notebook records, in addition to instrument printouts of weights pH. The process is time-consuming
and prone to human error, potentially resulting in formulations having to be repeated.
Solutions
Many of these issues can be mitigated by choosing appropriate weighing equipment and accessories. Precision
balances capable of reading to three decimal places are ideal for the preparation of reaction mixes or small for-
mulation batches, while two place balances are perfect for preparation of solutions and production lots. Where
very small amounts of a compound must be weighed, an analytical balance is preferred. For process security,
barcode readers help to eliminate manual errors, ensuring accurate sample identification and traceability.
Figure 2: Three decimal places precision balances – like the XS603S – are ideal for the preparation of reaction mixes or small formulation batches.
A barcode reader ensures accurate sample identification and traceability.
METTLER TOLEDO balances equipped with a SmartPan™ weighing pan – for example, the XPE balance range –
enable precision weighing with the minimum of fuss, even in the presence of air currents. Stabilization times are
up to twice as fast, and up to a two-fold improvement in repeatability can be seen. There is no need for a draft
shield, even when weighing in a fume hood, making weighing easier and more ergonomic, saving an estimated
eight to ten seconds per component weighed.
Figure 3: The innovative SmartPan™ weighing pan of the XPE and XS precision balances minimizes the effects of air currents on the weighing cell
resulting in the dramatic improvement in settling time and repeatability. Even in a fume hood, 1, 5 and 10 mg models deliver results up to twice as
fast. Repeatability is improved up to two-fold.
Learn more
White Paper “Outstanding Weighing Performance – Even Under Harsh Conditions”:
www.mt.com/smartpan
This white paper describes the influences of air flow during the weighing process. Innovations in the design
of the weighing pan for precision balances and scales help to minimize any errors due to air drafts. The
results of weighing on the optimized design of weighing pan are compared with those obtained using con-
ventional weighing pans. The innovative SmartPan weighing pan makes it possible to deliver results up to
twice as fast, even under harsh conditions. As the speed and precision of weighing results (respectively
settling time and repeatability) is closely associated with the positioning of the balance, recommendations
on factors to consider in choosing the optimum location for the balance are also given.
Making users more comfortable can also make them more efficient, leading to increased throughput for many
laboratories. Placing the weighing terminal on a stand and adjusting the tilt to suit the user’s height makes the
display easier to read and helps users maintain a good posture, reducing stresses during prolonged weighing.
Figure 4: A terminal stand supports good posture by making your weighing processes as ergonomic as possible.
For formulations with fewer, larger, heavier or bulk components, precision balances with 0.01 to 0.1 g resolution,
preferably with a large platform, are a suitable solution. If data capture and data traceability are not so important
and automation features are not needed, precision balances of the MS-TS or ML-T line are the perfect option.
Figure 6: Hardworking balance with a large platform for simple weighing tasks.
Figure 7: The unique SmartGrid weighing pan of the XPE and XS analytical balances ensures fast results by substantially reducing stabilization times.
A draft shield with automatic doors can be used to minimize air flow within the weighing chamber of the analyti-
cal balance without inconveniencing the user. Hands-free balance taring can further accelerate weighing pro-
cesses. The overall effect is shorter stabilization times and faster results.
Figure 8: The doors of the draft shield can be individually opened, so dosing is relaxed and straightforward. Work can be carried out much faster
using truly ergonomic weighing processes, increasing productivity in the laboratory.
Do not let electrostatic charges influence the weighing process. The StaticDetect™ technology of the XPE ana-
lytical balances automatically recognizes electrostatic charges on the sample and/or its container, enabling the
use of antistatic measures such as a point electrode attached to the side of the balance to quickly remove any
charges that affect the accuracy of the weighing result.
1.2 mg
Static Error
Mechanism for
static detection
Figure 9: StaticDetect technology analyzes the weighing signal to quantify any weighing error caused by electrostatic charges. If this error exceeds
a user-defined limit, the balance issues a clear warning on the terminal screen.
Some formulations require numerous components, some of which may need to be weighed using different
balances due to the varying amounts required. LabX® software can help to resolve some of the issues arising
from the use of multiple balances, enabling direct data transfer to and from a LIMS system and automatically
calculating the target amount for each component based on pre-programmed formulation recipes. The software
can then guide the user through the weighing process, eliminating manual transcription and calculation errors,
providing full traceability and enabling the generation of comprehensive weighing reports.
Figure 10: LabX software – compatible with XPE and XS balances – enables formulation storage and calculations, guiding the user through the
weighing process to reduce the risk of errors.
The loss on ignition test is commonly used for mineral analysis. The sample is accurately weighed into a plati-
num crucible and placed in a muffle furnace at a temperature of 1,000–1,200 °C for 15–20 minutes to drive off
any volatile substances. After cooling in a desiccator, the weight is recorded. This procedure is repeated until the
weight becomes constant.
Figure 11: Typical loss on drying (LoD), loss on ignition (LoI) workflow.
The loss on drying test, designed to measure the content of water and volatile matter, is similar, except that the
sample is dried in an oven at much lower temperatures, typically around 105 °C.
Solutions
Speed and process security are essential for LoD and LoI analyses. Sample tracking via barcoded labels sim-
plifies sample handling and avoids any mix-ups. This can be particularly helpful when handling large sample
volumes at high throughput. For LoD LabX enables automatic barcode label printing and identification, as well
as avoiding the need for manual data entry and calculations. This ensure crucibles can be weighed in any order
without the risk of mix-ups. Weighing processes can be further accelerated by using a labware-specific container
holder, such as an ErgoClip, allowing rapid and safe positioning of the crucible to help prevent uptake of humidity.
Figure 12: XPE analytical balance – equipped with an ErgoClip Round Bottom Flask, a label printer and a barcode reader – makes LoD and LoI pro-
cesses faster and less error-prone, as well as offering user guidance and automatic data capture.
Figure 13: XPE and XS balances with 1 mg or 0.1 mg resolution – for example, the XPE204 – are ideal for dry oven tests. Semi-automation of the
process through LabX software greatly simplifies both sample and data handling.
Straightforward in-process moisture analysis is vital in busy production environments. The faster testing can
be performed, the more samples can be checked in the same time, improving QC productivity and process effi-
cency. Much faster determination of moisture content can be achieved with alternative methods, such as Halo-
gen Moisture Analysis, which is easy to use and gives a direct result in a fraction of the time. Halogen Moisture
Analyzers (HMA) also operate on the principle of LoD, but moisture determination normally takes five to 15 min-
utes, compared to 2 to 3 hours using a drying oven. The other key benefit of HMA’s is ease of operation, deliver-
ing a direct measurement result with no calculations necessary.
Figure 14: Easy-to-use moisture analyzers, such as the robust HC103 with intuitive touchscreen operation, are ideal for in-process control in the
chemical industry.
Four decimal place moisture analyzers – such as the HX204 – are recommended for in-process testing of plas-
tic components, due to the low overall moisture content and resulting need for accuracy.
Figure 15: The HX204 four decimal place halogen moisture analyzer is ideal for in-process testing of plastic components. Placing the terminal and
printer on a stand saves valuable space on the laboratory bench and makes handling and reading easier.
Learn more
White Paper “Drying Oven vs. Halogen Moisture Analyzer”:
www.mt.com/oven-vs-hma
Loss on drying (LOD) methods are typically used to determine moisture content, with established reference
methods often based on drying ovens. Halogen moisture analyzers (HMA) are a fast alternative method
for LOD. This White Paper explains the key decision criteria surrounding the choice of method and provides
practical guidance on how to demonstrate that the two different methods (drying oven vs HMA) deliver
comparable results.
Figure 17: Fast and easy particle size distribution analysis on a rugged one or two decimal place balance.
The use of an ErgoClip Sieve can also be advantageous, making it easier to position sieves safely and securely
for weighing.
Figure 18: The ErgoClip Sieve supports the positioning of the sieves on the balance.
LabX software offers one-click access to sample-specific sieve analysis protocols and ensures that the analyst
always has the right SOP at their fingertips. Step-by-step instructions and automatic detection allow sieves to
be weighed consecutively without needing to touch a button. This eliminates the need for time-consuming and
error-prone data transcription and calculations, streamlining the process and providing full traceability. Printable,
A4 format, PDF reports are generated, containing all the relevant information, which are easy to archive and
search, and are tamper-proof.
Figure 19: The LabX sieve analysis application semi-automates the process, delivering fully traceable results and generating customizable reports
with graphs of the results.
Figure 20: LabX software calculates results – such as distribution percentage and d50 grid size – automatically. A customized report including
graphs can be printed at any time.
Weighing Weighing in
at air auxiliary liquid
Solutions
METTLER TOLEDO offers a range of hardware and software
options for gravimetric determination of the density of solid, liquid,
porous and viscous substances. Density Kits – accepted as the
industry standard – are available for both analytical and precision
balances, and are easily mounted in a few simple steps. Their
rugged design and sturdy construction offer durability and ease
of use, making density determination by the buoyancy technique,
displacement principle or pycnometer method convenient and pre-
cise. In cases where the sample density is lower than the auxiliary
liquid density, the Density Kit basket may be reversed to ensure
submersion. METTLER TOLEDO analytical balances used with the
Density Kit fulfill – or even outperform – ISO 1183-1 requirements.
If data capture and data traceability are not so important and the balance is not connected to an overall system,
the MS balance range and Density Kit are ideal. For documentation purposes, a printer can be connected or data
can be exported via USB.
Figure 22: The MS204TS analytical balance works perfectly for occasional density determination or when data management is not at highest priority.
For solutions integrated with Enterprise Resource Planning (ERP) software and Laboratory Information Manage-
ment Systems (LIMS), plus pycnometer applications, the XPE analytical and Density Kit are the perfect solution.
Offering resolution between 0.1 and 1 mg and a built-in density determination application, they can be used
either with a printer or, for automated data capture and ERP/LIMS integration, with LabX software.
Figure 23: Density determination can be easily performed using XPE or XS analytical balances in conjunction with LabX software. Results are auto-
matically calculated and full traceability is provided.
Accurate sample preparation is crucial. Typically, a workflow for quantitative analysis of a dissolvable solid com-
prises the following steps:
• Placing the titration beaker on the weighing pan and taring the balance, then recording information such as
the compound ID, balance, date, time, etc., either manually, or via barcoded samples.
• Weighing the compound of interest into the beaker.
• Adding solvent to the desired quantity, e.g. 50 ml.
• Transferring the beaker to the titrator.
• Performing the titration.
Report
Archive Analysis
Weighing Labeling
Transfer
Source Add Sample weight
Samples Dissolving Titration
aliquot data to
Titrator
Figure 25: The ErgoClip Syringe makes sample preparation for Karl Fischer titration straightforward.
When weighing into titration beakers, the risk of crossing samples can be eliminated by the use of a XPE205
analytical balance with SmartSample™ – an RFID reader and writer – and Smart Tags. Samples are automati-
cally tracked via their RFID Smart Tag and all relevant information, including sample ID, weight and titration
with SmartSample
method, is transferred to™
the tag for storage. Manual record keeping is eliminated.
*08628* WASTE
Figure 26: The SmartSample weighing system for titration automation increases efficiency using RFID technology. Tags attached to the beaker
transfer sample information wirelessly, eliminating transcription and ordering errors.
www.mt.com/SmartSample
Figure 27: The XPE205 balance with SmartSample RFID reader and writer and Figure 28: Close up of a SmartSample
RFID Smart Tags helps to ensure correct sample identification. weighing balance.
Figure 30: An XPE balance and Excellence T9 Titrator connected to LabX software offer step-by-step guidance through the entire process and total
traceability of every step of the workflow.
Weighing Dissolving
Samples Release
Sample + filling to
a given volume
Source
aliquot Samples + filling to Dilution Labeling Analysis
a given volume
Figure 31: Typical workflow for preparation of reference standard and sample solutions.
Figure 32: Dose directly into 10 ml volumetric flasks on a XPE56 micro-analytical balance equipped with an ErgoClip Flask micro, an ErgoClip Min-
Weigh Door micro and a draft shield. Transcription errors can be avoided by the addition of a printer.
ErgoClips allow you to safely position a vast range of tare containers – including HPLC sample bottles,
microfuge, PCR and test tubes and volumetric flasks – up to 100 ml in volume for direct dosing. To reduce the
impact of drafts in the weighing chamber, dosing can be performed through the MinWeigh Door micro draft
shield. For the highest process security, the latest sensor technology and built-in electrode option can be used
to detect and eliminate any electrostatic charges, while transcription errors can be avoided by the addition of
a printer, enabling labels to be printed at the time of weighing.
Gravimetric preparation of standards and sample solutions can help to reduce variability in the process.
XPE analytical balances can be upgraded to incorporate a Quantos liquid dosing module, enabling automated
liquid dispensing that meets the requirements of USP Chapters 41 and 841, improving accuracy and throughput.
Figure 33: Gravimetric sample preparation with an XPE analytical balance equipped with a Quantos liquid dosing module, enabling extremely
accurate gravimetric addition of liquids and solvents.
50 ml
50 ml
5x Factor 2.5 in
substance consumption
solvent
waste 20 ml
10 ml
0 ml
0 mg/ml 2.5 mg/ml 5 mg/ml
Concentration
Figure 34: Save solvents (and money) by preparing smaller amounts of reference substances.
To help boost productivity, processes can be automated using LabX software, providing complete sample trace-
ability and data security. The software database stores details of all active substances and the concentrations
for stock solutions, and can be accessed remotely from any connected balance terminal without the need for
a directly connected PC. All process data is saved and reports can be printed at any time.
Figure 35: Quantos liquid dosing system and LabX software for increased productivity and accurate results, without the risk of manual errors.
Balances are precision instruments requiring care and maintenance to ensure continued correct operation. This
plays a critical role in the reduction of day-to-day reproducibility issues.
Regular verification and control of weighing equipment is an essential part of ISO, GLP or GMP quality manage-
ment systems, ideally conforming to a risk management process. It ensures that instruments continually perform
reliably and to a high standard, meeting relevant specifications and fulfilling current regulatory demands. This
requirement is made clear in the OECD (Organisation of Economic Co-operation and Development) publication
Principles of Good Laboratory Practice, Chapter 4.2: Use, Calibration, and Maintenance of Equipment. Recent
changes to ISO 9001 focus strongly on processes and risk-based approaches, which require the chemical
industry to implement changes to achieve intended results.
Generally, laboratory balances are checked – dependent on the risk – for sensitivity, repeatability and eccentric-
ity. A risk-based approach helps to properly define which routine tests should be performed and how often. Once
adopted, the risk of a balance failing future calibrations is minimized.
METTLER TOLEDO developed GWP® – Good Weighing Practice™ – as a standardized scientific methodology
for secure selection, calibration and operation of weighing equipment. GWP’s risk-based approach ensures that
all balances meet process accuracy requirements and adhere to quality standards such as ISO, GMP and GLP.
Apart from routine testing recommendations, including the appropriate weights, GWP also recommends calibra-
tion procedures and METTLER TOLEDO’s globally-harmonized calibration service, based on EURAMET cg18; the
Accuracy Calibration Certificate produced, together with the GWP annex, provides a complete picture of the bal-
ance status, ensuring that it is not only calibrated, but also fit for the intended purpose. The message is clear;
calibrate your process, and not just the balance.
h ing St
eig an
W
da
The
rd
Ap
proved
Figure 36: The GWP Approved label is the highest quality label in weighing, which confirms that the balance has undergone a risk based assess-
ment (GWP Verification), defining and confirming the safe weighing range according to customer’s tolerances and specifications.
Learn more
Webinar “The Global Weighing Standard”:
www.mt.com/GWPWebinar
SOPs should be embraced, and workflow guidance given to all staff in order to increase data integrity. Mov-
ing from a manual to an electronic process, adopting automated procedures and data management software
that replaces laboratory journals, spreadsheets and even printouts, can also have a big impact. Fully electronic
processes with a single system log-on can be implemented, using LIMS to define a batch of samples for pro-
cessing, specify procedures and analytical methods, collecting and storing all data electronically. By adopting
fully guided, paper-free procedures, manual data entries, with the associated potential for transcription errors,
are eliminated. Data quality is improved, and all the technical controls necessary to ensure compliance with
GxP regulations for electronic records and signatures are incorporated. The time taken to perform a given task
is reduced, speeding up the overall process for a fast, efficient workflow.
Figure 37: LabX software integrates data capture for many laboratory instruments, working behind the scene to take care of all your data while you
concentrate on your analyses. Data can be automatically transferred to eliminate transcription errors and increase productivity. Processes and cal-
culations are guided, ensuring each user follows the same analytical process, helping to eliminate rework and waste.
Learn more
Webinar “The Importance of Data Integrity in a GxP Regulated Laboratory”:
www.mt.com/lab-data-webinar
This webinar will look at areas for assessment and improvement in data integrity, such as what constitutes
raw data when a computerized system is involved. Practical solutions to improve data management pro-
cesses and address data integrity weaknesses in a typical laboratory will be discussed.
These influences may result in balance readings drifting, much longer stabilization times, and weighing results
that are not reproducible. In addition, if a fault is identified with the balance itself, a repair may be necessary,
temporarily interrupting running procedures. Carefully controlling these external physical influences, reducing or
eliminating the effects as far as possible, enables faster, more stable and more accurate weighing. This consid-
erably improves the basic weighing steps involved in the workflow, making procedures far easier and less time
consuming to perform. In routine laboratory work, balances are frequently used by different people. To ensure
optimum performance, balances should be kept clean and free from dust or contaminants. This also protects
subsequent users from accidental exposure to – and contamination from – hazardous substances.
Learn more
This E-Learning course focuses on the six most common external influences that can seriously affect weigh-
ing results, and also offers solutions and tips to eliminate – or at least reduce – their effects. It also offers
guidelines for the proper location of a balance in the laboratory, as well as correct methods for cleaning.
This guide provides you a step-by-step guidance on how to clean a balance, a list of cleaning agents and their
suitability for different balance parts as well as many tips and tricks to avoid making your balance dirty at all.
To help minimize weighing irregularities, dedicated draft shields with automatic, independently operating doors
can be used to protect the weighing pan and the tare container from the influence of drafts, along with grid
weighing pans that have been designed to have minimal surface area, reducing the impact of air turbulence. For
ease of use, optical sensors and footswitches provide touch-free operation, and the potential for soiling or con-
tamination of the balance printout is eliminated by electronic data recording or the use of Bluetooth® technology
to enable printing outside of the safety cabinet, fume hood or glove box. The combined effect is shorter settling
times and faster results.
Ultimately, the balance can work with its door closed under a laminar air flux with perfect stability and, with inte-
grated automatic anti-static kits, even handle statically-charged substances.
Figure 39: Working in a fume hood or safety cabinet can be tedious and time consuming. The innovative SmartPan weighing pan minimizes the
effects of air currents on the weighing cell – it can even allow working in a fume hood with a mg precision balance without a draft shield, making
weighing much easier and faster. A printer can be placed outside the fume hood and connected to the balance wirelessly.
Learn more
E-Learning “Safe Weighing Under Harsh Conditions”:
www.mt.com/lab-elearning-safeweighing
This E-Learning course explains the correct, safe use of balances in safety enclosures. It also aims to pro-
vide awareness of risk types when weighing toxic substances, choosing appropriate equipment for your
application, common hazards, safe weighing, and maintenance and routine testing.
Figure 40: Correct posture and ergonomic, adjustable working places help to avoid health problems and injuries.
Learn more
Checklist to evaluate and optimize your laboratory ergonomics:
www.mt.com/labtec-ergonomics
This checklist contains 44 questions for self-evaluation of your laboratory workplace. It also includes many
useful tips and techniques to work safer and be more productive.
4 Useful Links
Laboratory balances,
www.mt.com/balances
Quantos dosing solutions,
www.mt.com/quantos
LabX Laboratory Software,
www.mt.com/labx
GWP and routine testing,
www.mt.com/gwp
Moisture Analyzers:
www.mt.com/moisture
Lab Library:
www.mt.com/lab-library
Laboratory Expertise:
www.mt.com/lab-expertise
E-Learning courses,
www.mt.com/lab-elearning
Webinars, laboratory weighing:
www.mt.com/laboratoryweighing-webinars
Your Benefits
• The accuracy of your weighing instruments is matched to your process tolerances.
• A comprehensive summary report provides an overview of the status of all
weighing equipment.
• An optimized routine testing and calibration schedule results in sustainable
cost savings.
• Audit-proof and up-to-date documentation complements your quality manage-
ment system.
For your success: you focus on your process, we take care of the measurement.
www.mt.com/gwp
www.mt.com
For more information