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Abstract
This paper outlines the application of a knowledge-based expert system to assist the furnace production staff in diagnosing and correcting
Electron Beam (EB) guns, which are used to melt titanium. The characteristics of a titanium melting facility, its business objectives, and the
responsibilities of its furnace operators are reviewed. Alternative solutions to the problem of accurately troubleshooting EB gun failures are
discussed. The chosen solution (i.e. the knowledge-based system) was in alignment with the company’s on-going Continuous Improvement
efforts designed to improve operational efficiencies and thus was met with support. Next, we discuss the costs and benefits associated with the
system. The project has a payback of less than two years and produces a modest positive cash flow over a three year period. Other potential
savings in the form of additional product revenues, however, could be in excess of $1.6 million dollars. A description of the system
architecture is provided along with a review of the knowledge acquisition process. Development, testing and implementation of the system is
reviewed. Finally, the impacts of the system on the company are discussed. The impacts include improved task performance by providing a
more structured problem solving environment, improved training and significant reductions in employee learning curves (50 – 100%),
improved equipment diagnostics, and support for continuous improvement initiatives.
q 2002 Elsevier Science Ltd. All rights reserved.
Keywords: Decision support; Knowledge-based system; Expert system; Decision making; Information technology; Document management; Work processes;
Manufacturing; Continuous improvement; Quality; Electron bean guns; Titanium; Furnace; Melting; Metals
expert systems are being used to control steel production. on-the-job training and hands-on-experience. A failure of
Narrowing the search further to include only expert systems one of five guns on either furnace will drastically reduce
related to titanium reveals their use to estimate fatigue productivity on that furnace, or worse, result in a complete
properties (Jeon & Song, 2002), to evaluate extrusion cessation of melting. Such a failure will typically have an
processes (Stepanskij, 1994), and for metallurgical analysis adverse effect on product quality.
(Meltsner, 1991), to name a few. So the conclusion of our Troubleshooting EB gun problems in the past has been
search is that expert and knowledge-based systems continue based on intuition, experience, and simple, on the spot
to play a role in the production of metals and related analysis, typically involving consideration of several
compounds. This system described in this paper appears to symptoms at once. Training in this aspect of the operation
be one of the first that supports the production of titanium is extremely difficult and such a situation can be worsened
using EB gun technologies. with the mental fatigue typically encountered in back-shift
operations. Although steps can be taken to reduce the
1.2. Context and problem description occurrence of EB gun failures, failures will occur from time
to time given the complexity of the process.
1.2.1. Organizational setting Several alternatives exist to address EB gun failures. The
The Morgantown (PA) facility of Titanium Metals primary method is to rely on the tacit knowledge of the
Corporation (Timet) provides an example of one of the operators. Years of hands-on experience have provided
largest commercial application of EB gun technology. Used some operators with valuable insights into the operation and
to melt commercially pure titanium and titanium alloys, the performance of EB guns. However, the knowledge derived
technology is an integral part of this 15 year-old facility. from this method of problem solving is often inconsistent
Developing titanium alloys and products efficiently through and may result in excessive downtime. Timet currently
EB melting is a key core competency for this organization, provides employee training on its process, safety and quality
exhibiting many of the major characteristics of a core procedures and this program can include training on
competency: utilizing collective learning, coordinating troubleshooting EB gun problems. The results of procedural
diverse productive skills, and integrating multiple streams training have been somewhat effective, although operators
of technologies (Prahalad & Hamel, 1990). are generally not receptive to a text-based classroom
Approximately 50 of the 140 hourly employees at this training environment. Alternatively, flowcharts can be
location are directly responsible for the continuous placed in each control pulpit to provide a ready reference
operation of three EB cold hearth refining furnaces. These for troubleshooting gun failures. This practice is currently
hourly workers (referred to as operators throughout this utilized for a few other smaller sub-systems of the furnace
report) oversee round the clock operation of this equipment, and it has been modestly successful. Given the limited
which comprises a total of 15 guns with similar parts and success of these approaches, other alternatives utilizing
similar operating characteristics. At the heart of each of the technology were considered.
furnaces are the German-made EB guns, which provide the
source of energy to melt titanium raw material into ingot.
1.2.3. Proposed system solution
The requirements of continuous production present many
personnel challenges to operating EB guns. The lead ElisaBeth was proposed as a solution to the problem cited
operators direct each furnace crew, the members of which above. It was conceived as a knowledge-based system to
will typically possess at least 7 years of furnace operating assist operators in troubleshooting EB gun problems,
experience. Furnace managers and back-shift foreman thereby supplementing existing informal problem solving.
support the lead operators, but are on-site for only 17 of The system would walk the user through a set of diagnostic
21 weekly turns and must split their time among the questions to identify the root cause of the problem. Once
furnaces accordingly. The educational background of the identified, the system would provide recommendations for
furnace operators generally includes of a high school corrective action. During the session, the user would be able
diploma, although a few possess 2 year technical degrees.
Table 1
Analysis of alternatives
P P P
Benefit (þ) dimensions Weight KB system V1 ð wxÞ Current V2 ð wxÞ HR solution V3 ð wxÞ
(0–1) (3–1) operations (3–1) (3–1)
to access a graphical representation of an EB gun (which Furnaces from 1998 to 2000. EB gun failures accounted for
would delineate the various parts of the gun) to aid in the a total of 415 h of furnace downtime over a 3 year period,
diagnostic process. At the completion of the session, the which was about 11% of the total for all causes.
results would be printed and stored in a database or in This equates to about 139 h per year downtime for both
another format (i.e. as doc or htm file). furnaces (e.g. 95 h per year for furnace B plus 44 h per year
The system would make explicit the operator’s tacit for furnace C). Direct manufacturing expenses can easily
knowledge and help streamline the decision-making process exceed $400/h. At this rate, the loss associated with EB
required to accurately diagnose and correct gun problems. downtime can be estimated to be $55,600 per year or
Formerly, an operator would rely upon the knowledge of $278,000 over a 5 year period.
available human resources and personal experience, as A cost-benefit analysis (Table 2) indicates the impact of a
shown in Fig. 1. conservative 25% reduction in the duration of each gun
This experience is a product of knowledge acquired from failure. The analysis shows the project’s total present value
several years of operation and represents two of the four over a 3 year period is modestly positive using the
primary methods1 associated with knowledge creation company’s historical hurdle rate of 20%. Direct costs to
(King, 1999): using past experience and learning from set-up, install and operate the system include software
others. The system would augment these two methods by licensing costs, installation time, PC hardware costs,
providing systematic and structured problem-solving pro- software maintenance, and training and documentation.
cedures. In addition, it may be possible for the system to The cost-benefit analysis above does not include any
encourage experimentation by allowing operators to analyze favorable impacts on furnace production; i.e. recovered
the data collected of action – outcome pairs. Other benefits
production time that can be put to use melting additional
of the system would include providing operators with a
consistent and reliable sets of recommendations based upon
the input symptoms. Repeated use of the system would help
to reinforce an operator’s understanding of the fundamen-
tals of EB gun operation. This would be an especially useful
benefit to newer employees. These cumulative benefits are
summarized in comparison to the other options considered
in Table 1.
While the project is still in the early phases of ElisaBeth is a novel approach to reinforcing, and
implementation, the results thus far are promising. The improving, an understanding of EB gun operation. The
impacts of the system can be broken into task performance runtime software offers a user-friendly interface within
improvement, training and employee satisfaction, and which to perform diagnostics, which is a critical aspect in
improved diagnostics. assuring user satisfaction. The justification for ElisaBeth is
Task Performance. In terms of task performance, the new found in both hard cost savings (such as training) and in
system provides a more disciplined framework for the EB several intangibles such as improved product consistency
gun diagnostic process. Overall, the information is com- and quality resulting in increased delivery performance, and
plete, consistent and readily accessible as compared to the ultimately in customer satisfaction. Operators will play a
use of manuals and variable operator knowledge. critical role in developing and refining the knowledge base,
Training. It is important to note that the system, which is which is expected to result in increased job satisfaction
aimed at helping to diagnose the most complicated gun since they will have an impact on improving the reliability
problems, will offer the company significant training of the furnaces they operate.
246 E.W. Stein et al. / Expert Systems with Applications 24 (2003) 239–246
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