Adaptive Autonomous Machines -
Requirements and Challenges
Lothar Hotz
1
and Stephanie von Riegen
2
and Rainer Herzog
3
and
Matthias Riebisch
4
and Markus Kiele-Dunsche
5
Abstract. In mechanical and plant engineering, the general chal-
lenge is to achieve flexibility in order to process changes in the re-
quirements or operating conditions of a machine on the site of the
plant operator. Changes to the machine and its configuration require
the operator to work together with the machine builder (or plant con-
structor for several machines) and, if necessary, with his suppliers,
which requires time and effort due to communication and delivery
routes. Hence, an autonomous acting machine or component that deal
with needed changes through automatically triggered adaptations
would facilitate this process. In this paper, subtasks for construct-
ing autonomous adaptive machines are identified and discussed. The
underlying assumption is that changes of machines and components
can be supported through configuration technologies because those
handle variability and supply automatic derivation methods for com-
puting needed changes in terms of machine and component updates.
1 INTRODUCTION
In recent years, the demand for the industrial production of small
quantities has increased steadily. Whereas in the past larger industrial
plants were designed for the production of large quantities of exactly
one product whose parameters did not change, today the possibility
of fast, flexible adaptation to changes in product lines is becoming in-
creasingly important. While an adjustment of the machine settings is
often sufficient for minor changes, larger adjustments require a mod-
ification of a machine by the machine manufacturer, or even changes
of a complete production plant. For this purpose, the dependencies of
individual plant components must be taken into account, e.g., the use
of a stronger motor at one point would possibly also require the use
of a drive shaft that can withstand higher torques. If individual plant
modules can be configured to give a higher or lower speed, instead
of a higher throughput other modules could be enabled to achieve a
higher accuracy.
In this paper, we present first considerations for enabling machines
or components to themselves start adaptations of their configurations.
Firstly, we discuss the current process in plant engineering for adapt-
ing machines (Section 2). In Section 3, we provide an illustrating
example and in Section 4, we present our concept for autonomous
adapting machines and in Section 5, we discuss main challenges for
1
University of Hamburg, Germany, email: hotz@informatik.uni-hamburg.de
2
HITeC, University of Hamburg, Germany, email:
stephanie.von.riegen@informatik.uni-hamburg.de
3
HITeC, University of Hamburg, Germany, email: herzog@informatik.uni-
hamburg.de
4
University of Hamburg, Germany, email: riebisch@informatik.uni-
hamburg.de
5
Lenze GmbH, Germany, email: Markus.Kiele-Dunsche@lenze.com
realizing such machines, especially in respect to configuration tasks
such as reconfiguration.
2 CURRENT SITUATION IN PLANT
ENGINEERING
The component manufacturer has developed products whose prod-
uct features can be configured in a variety of ways to cover a wide
range of missions [7]. For a power unit, such product characteristics
are: Torque, rotary speed, type of sensors, type of actuator, mechani-
cal interfaces, electrical interfaces, control characteristics, functional
characteristics, but also something basic like color. These have to
be considered as drive systems, which in some cases have to be un-
derstood as poly systems, since there are central components, such
as the power supply, or a controller, which specifies a coordinated
movement, such as in robot kinematics.
The interactions between the power unit components of a drive
axle or a drive system, starting with the connection to the control
system up to the driven components or the mechanics, can be very
extensive, so that the machine builder is dependent on the knowledge
of the component or solution supplier. The development of suitable
drive solutions is therefore usually carried out in close cooperation
these days. On the other hand, machine builders want to reuse their
developed results wherever possible, which forces them to modular-
ize their machine solutions. Machine modules are then defined which
combine one or more drive axes or drive systems.
A general overview of the current plant engineering process is
given in Figure 1. After the mission and the classification of the
client’s requirements, a concept is created that may include exist-
ing solutions. Requirements for such solutions can be functional
(movements, production steps) and constructive characteristics (di-
mensions, interfaces such as connecting elements etc.). When decid-
ing on a solution, various aspects have to be taken into account. Some
lead to severe restrictions, others are free, and still others have con-
sequences for other solutions or components. If automation or partial
solutions are available (selction of partial or automation solutions),
these can be integrated into a machine solution. Integration refers to
function, design, parameterization, wiring, but also to organizational
issues such as spare parts inventory and documentation. The planned
mechanical design can be verified by means of a simulation (simula-
tion). Once a decision has been made on an overall solution, the elec-
trical, pneumatic and hydraulic design (construction) is carried out.
This is incorporated into the development of machine control and op-
eration and can be put into operation virtually (virtual commission-
ing). After the customer has placed his order (order and logistics) on
the designed solution, the montage and initial commissioning with
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