85 terms

Glossary

The technical terms of the thesis from A to Z, explained objectively and linked to the chapters in which they occur. All definitions are taken from the content of this explanation.

0–9

24 V level

Signal level of the controller at 24 V DC. It is fed from its own power supply and is galvanically isolated from the 5 V signal logic of the signal bridge.

Occurs in Chapter 6 · System architecture Chapter 7 · The test rig

See also Galvanic isolation Converter stage

A

Analytical solution

Closed-form mathematical solution of an equation. It exists for PT1 behaviour, which is why it serves in scenario 2 as the reference for the numerical computation of the model.

Occurs in Chapter 8 · The heated-tank model Chapter 10 · Five test scenarios

See also PT1 element Euler method (explicit)

Antoine equation

Equation with which the model calculates the saturation pressure from the temperature. If the saturation pressure exceeds the pressure in the tank, the water boils (Fig. 10).

Occurs in Chapter 8 · The heated-tank model

See also Saturation pressure

Application layer

Middle one of the three software layers: orchestrator.py on port 8050. It clocks the simulation, loads models at runtime (hot swap) and distributes the results.

Occurs in Chapter 6 · System architecture Chapter 9 · The simulation cycle

See also Orchestrator Presentation layer Communication layer

Arduino Mega

Microcontroller board that works as the signal bridge in the test rig. It reads and sets the 5 V signals of the converter level and transmits the state serially at 115200 baud to the gateway.

Occurs in Chapter 6 · System architecture Chapter 7 · The test rig

See also Signal bridge

As-is state

Initial state before the thesis: solely the exam wall with simulation boards without internal states. There was no software at the beginning.

Occurs in Chapter 4 · Requirements

See also IHK simulation board

B

Broker

Central message intermediary through which all components communicate in MQTT. It would have had to be installed, configured and operated, and was not chosen in the concept decision.

Occurs in Chapter 5 · Solution approaches and concept decision

See also MQTT Topic

C

Canvas 2D

Drawing interface of the browser. The presentation layer uses it for the animation of the plant.

Occurs in Chapter 6 · System architecture

See also Presentation layer

Circuit diagram Also: self-holding, emergency stop, detached representation

Documents the electrical design of the test rig (Fig. 13). It is drawn in detached representation and contains the self-holding of the contactor -Q1 and the emergency stop.

Occurs in Chapter 7 · The test rig

See also Miniature circuit breaker (-F2) Test rig

Closed loop Also: loop between controller and model

The outputs of the controller act on the simulation, and its computed reports return by the same route to the inputs of the controller. An unchanged control program thus runs against the model.

Occurs in Chapter 2 · Objective and approach

See also Research questions Return path

Communication layer

Lowest of the three software layers: gateway.py on port 8100, the bridge between serial hardware and HTTP.

Occurs in Chapter 6 · System architecture

See also Gateway Application layer Presentation layer

compute_step

The single interface function of every plant model: compute_step(inputs, dt) returns the physical state (plant), the sensor bits (sensors) and the logical outputs (outputs_logical). The model tests in Chapter 10 run directly against this function.

Occurs in Chapter 4 · Requirements Chapter 6 · System architecture Chapter 9 · The simulation cycle Chapter 10 · Five test scenarios Chapter 12 · Outlook

See also Plugin Sensor bits

Control signals (Y1–Y4, E1) Also: Y1, Y2, Y3, Y4, E1

Signals with which the controller actuates the plant: the inlet valves Y1 and Y2, the drain valve Y3, the vent valve Y4 and the heating command E1. They are the inputs of the model.

Occurs in Chapter 8 · The heated-tank model

See also Sensor (B1–B4)

Converter stage Also: converter level

Assembly that transmits signals between the 24 V level of the controller and the 5 V level of the signal bridge. Each direction has its own: optically through an optocoupler on the forward path, through potential-free relay contacts on the return path.

Occurs in Chapter 6 · System architecture Chapter 7 · The test rig Chapter 11 · Result and limits

See also Forward path Return path Galvanic isolation

Cycle time Also: cycle frequency, cycle accuracy

Duration of one simulation cycle. Requirement NFA-02 demands at most 100 ms; on the Windows development computer the mean was 55.78 ms (17.9 Hz instead of 20 Hz). The bound is met on average, but not assured.

Occurs in Chapter 4 · Requirements Chapter 9 · The simulation cycle Chapter 11 · Result and limits

See also Simulation clock Real-time capability Non-functional requirements (NFA)

D

Digital model

Level of the distinction by data flow: the real plant and the model exist side by side, and data is transferred manually in both directions.

Occurs in Chapter 3 · State of the art

See also Digital shadow Digital twin

Digital shadow

Level of the distinction by data flow: the plant feeds the model automatically, but not automatically back.

Occurs in Chapter 3 · State of the art

See also Digital model Digital twin

Digital twin

Level of the distinction by data flow: data flows automatically in both directions. The distinction is based solely on the degree of automation, not on the accuracy of the model; in this thesis the real controller is the physical coupling partner.

Occurs in Chapter 2 · Objective and approach Chapter 3 · State of the art

See also Digital model Digital shadow

Discretization

Conversion of the coupled equations of the model into computation steps of fixed step size. The model uses the explicit Euler method with Δt = 50 ms for this.

Occurs in Chapter 8 · The heated-tank model Chapter 10 · Five test scenarios

See also Euler method (explicit) Step size (Δt)

Discretization error

Deviation that arises solely from the step size of the method. The deviations from the analytical solution in scenario 2 are compatible with it.

Occurs in Chapter 10 · Five test scenarios

See also Discretization Analytical solution

E

Edge

Transition of a sensor from 0 to 1 or vice versa. Only such edges are written to the signal bridge.

Occurs in Chapter 9 · The simulation cycle

See also Sensor (B1–B4) Simulation clock

Edge case

Operating state at the edge of the intended range. In scenario 5 it is a heating command on the empty tank, which runs over 1200 steps without a runtime error.

Occurs in Chapter 10 · Five test scenarios

See also Test scenario

Energy balance

Sub-model of the heated-tank model: it adds the heating energy and subtracts the evaporation energy and the outflow loss. The result is the update of the internal energy of the water.

Occurs in Chapter 2 · Objective and approach Chapter 8 · The heated-tank model

See also Mass balance State vector

Euler method (explicit) Also: explicit Euler method

Simplest one-step method: x(k+1) = x(k) + f(x(k), u(k)) · Δt. It fits into a fixed cycle, can be followed step by step and can be checked against the analytical solution.

Occurs in Chapter 8 · The heated-tank model Chapter 10 · Five test scenarios

See also Discretization Stability criterion (Δt/τ < 2) Step size (Δt)

Evaluation criteria

Four criteria of the test scenarios: plausibility (direction and order of magnitude), consistency (state and sensor bit match exactly), stability (the computation stays stable over tens of thousands of cycles) and visualization fidelity (the user interface shows the model values correctly).

Occurs in Chapter 10 · Five test scenarios

See also Test scenario

F

Forward path

Signal direction from the controller to the simulation: 24 V is converted, galvanically isolated, to 5 V for the signal bridge through an optocoupler (PC817) (Fig. 14a). Twelve channels lead in this direction.

Occurs in Chapter 7 · The test rig

See also Return path Optocoupler

Functional requirements (FA) Also: FA-01, FA-06

The six requirements FA-01 to FA-06: read in the signals of the controller, compute the model at a fixed clock rate, report threshold switches in the exact step, display the plant state, be able to add further plants as model plugins and make errors recognizable.

Occurs in Chapter 4 · Requirements Chapter 11 · Result and limits

See also Non-functional requirements (NFA)

G

Galvanic isolation

Transmission of a signal without a conductive connection between two levels. On the forward path this is done optically through an optocoupler, on the return path through a potential-free relay contact.

Occurs in Chapter 6 · System architecture Chapter 7 · The test rig

See also Optocoupler Potential-free contact Converter stage

Gateway

Software component gateway.py on port 8100, the communication layer. It is the bridge between serial hardware and HTTP and works with its own read and write thread and automatic reconnection.

Occurs in Chapter 5 · Solution approaches and concept decision Chapter 6 · System architecture Chapter 9 · The simulation cycle Chapter 11 · Result and limits

See also Communication layer Orchestrator Signal bridge

H

Headspace Also: steam space

Gas space above the water in the tank, filled with steam and air; also called steam space. Its pressure follows from the steam mass and the air mass.

Occurs in Chapter 8 · The heated-tank model Chapter 10 · Five test scenarios

See also Partial pressure (Dalton) Heated-tank model

Heartbeat

Regular sign of life of the coupling, running every 0.5 s. If it fails to appear, the watchdog takes effect.

Occurs in Chapter 9 · The simulation cycle

See also Watchdog

Heated-tank model

Computational model of a pressure vessel with a volume of 0.5 m³, containing water, above it a headspace of steam and air, heated with up to 150 kW. It is described by five state variables and four sub-models.

Occurs in Chapter 6 · System architecture Chapter 8 · The heated-tank model Chapter 10 · Five test scenarios Chapter 11 · Result and limits

See also State vector Plant model

Hot swap

Loading of plant models at runtime by the orchestrator.

Occurs in Chapter 6 · System architecture

See also Orchestrator Plugin

I

Ideal gas equation

Relation according to which the model derives the pressure in the headspace from the steam mass and the air mass with their gas constants. The partial pressures are then added according to Dalton.

Occurs in Chapter 8 · The heated-tank model

See also Partial pressure (Dalton) Headspace

IHK simulation board Also: exam board

Exam board of the Chamber of Industry and Commerce, connected via a 32-pin plug-in card; around 30 are in use. The plant exists on it only as a printed silhouette, feedback is given exclusively by LEDs, and there is no internal plant state.

Occurs in Chapter 1 · Initial situation Chapter 4 · Requirements Chapter 8 · The heated-tank model Chapter 13 · Preliminary projects

See also As-is state

Internal consistency

The model computes what the equations demand. The tests of the thesis show no more than that: without measured data of a real tank, validation is limited to internal consistency.

Occurs in Chapter 10 · Five test scenarios Chapter 11 · Result and limits Chapter 12 · Outlook

See also Model fidelity Test scenario

ISO/OSI reference model Also: OSI

Layered model (Open Systems Interconnection) in which the thesis classifies the coupling (Fig. 12): browser, REST-HTTP and WebSocket at layer 7, JSON at layer 6, below that TCP (4), IP (3), UART byte framing (2) and USB and signal levels (1). There is no separate session layer; the physics model sits above layer 7.

Occurs in Chapter 3 · State of the art

See also REST-HTTP WebSocket JSON

J

JSON

Data format of the coupling; classified at layer 6 of the ISO/OSI model.

Occurs in Chapter 3 · State of the art

See also ISO/OSI reference model

M

Mass balance

Sub-model of the heated-tank model: the water mass grows via the inlet valves and decreases via the outflow and the evaporation. The outflow rate depends on the square root of the pressure.

Occurs in Chapter 2 · Objective and approach Chapter 8 · The heated-tank model

See also Energy balance State vector

Miniature circuit breaker (-F2) Also: qualified electrician, initial inspection

Protective device in the circuit diagram of the test rig. -F2 is to be replaced with a two-pole one; after that the initial inspection by a qualified electrician is due, both before mains operation.

Occurs in Chapter 7 · The test rig Chapter 11 · Result and limits Chapter 12 · Outlook

See also Circuit diagram

Model fidelity Also: validation

Degree to which the equations match a specific real tank. It is not demonstrated in the thesis; a comparison with a real tank would raise the validation from internal consistency to model fidelity.

Occurs in Chapter 12 · Outlook

See also Internal consistency

MQTT

Message Queuing Telemetry Transport: protocol in which all components communicate through a central broker, publishing to and subscribing to topics. It is an industry standard and was approach 1 of the concept decision; the in-house development of gateway and orchestrator was chosen instead.

Occurs in Chapter 5 · Solution approaches and concept decision

See also Broker Topic

Mugler SE

Practice partner in Oberlungwitz, where electronics technicians for industrial engineering and industrial electricians are trained.

Occurs in Chapter 1 · Initial situation

See also IHK simulation board

N

Non-functional requirements (NFA) Also: NFA-01, NFA-02, NFA-03

The three requirements NFA-01 to NFA-03: operation without external services, a cycle time of at most 100 ms and a model that can be tested without hardware and user interface. NFA-02 is only partly met.

Occurs in Chapter 4 · Requirements Chapter 9 · The simulation cycle Chapter 10 · Five test scenarios Chapter 11 · Result and limits

See also Functional requirements (FA) Cycle time

O

Operator panel

Panel on the front of the test rig with twelve push buttons and indicator lamps. It is connected in parallel with the controller, so that a push button and a relay contact at the input have the same effect.

Occurs in Chapter 4 · Requirements Chapter 7 · The test rig

See also Test rig

Optocoupler

Component that transmits a signal optically. In the test rig, the outputs of the controller switch the emitting diodes of an optocoupler assembly (PC817); the phototransistor in turn delivers 5 V to the signal bridge.

Occurs in Chapter 6 · System architecture Chapter 7 · The test rig

See also Galvanic isolation Forward path

Orchestrator

Software component orchestrator.py on port 8050, the application layer. It calls the model in every cycle, fetches the process image from the gateway, loads models at runtime and supplies the browsers via WebSocket.

Occurs in Chapter 5 · Solution approaches and concept decision Chapter 6 · System architecture Chapter 9 · The simulation cycle Chapter 11 · Result and limits

See also Application layer Gateway Simulation clock

P

Partial pressure (Dalton) Also: Dalton law, Dalton

Partial pressure that steam or air contributes in the headspace. According to Dalton, the partial pressures are added to give the total pressure.

Occurs in Chapter 8 · The heated-tank model

See also Ideal gas equation Headspace

Plant model

Computational model of a plant that implements the uniform interface compute_step and is loaded as a plugin. 13 plant models run on the platform; the heated-tank model is one of them.

Occurs in Chapter 1 · Initial situation Chapter 2 · Objective and approach Chapter 6 · System architecture Chapter 11 · Result and limits

See also Plugin compute_step

Platform

The software as a whole: gateway, orchestrator, plant models and browser interface. 13 plant models run on it without any change to the orchestrator.

Occurs in Chapter 2 · Objective and approach Chapter 6 · System architecture Chapter 7 · The test rig Chapter 9 · The simulation cycle Chapter 12 · Outlook

See also Test rig Plant model

PLC (programmable logic controller) Also: IEC 61131, controller

Industrial controller that is an integral part of the training. The standard IEC 61131 stands for the programmable logic controller itself; in the thesis, “controller” is the short form for the real PLC.

Occurs in Chapter 1 · Initial situation Chapter 2 · Objective and approach Chapter 3 · State of the art Chapter 4 · Requirements

See also Siemens LOGO!

Plugin Also: plugin interface

Exchangeable plant model with the same structure that the orchestrator knows through a single call (compute_step). The interface is only agreed as a convention, not formally specified.

Occurs in Chapter 4 · Requirements Chapter 6 · System architecture Chapter 11 · Result and limits Chapter 12 · Outlook

See also compute_step Plant model Prototypical

Potential-free contact

Switching contact of the relay assembly on the return path. It applies 24 V to an input of the controller without a conductive connection to the 5 V side.

Occurs in Chapter 7 · The test rig

See also Relay assembly Return path Galvanic isolation

Presentation layer

Top one of the three software layers: the browser with Canvas 2D animation, control panel and error log. It is supplied with the state via WebSocket.

Occurs in Chapter 6 · System architecture

See also Application layer WebSocket

Process image

Current state of the inputs and outputs, which the orchestrator fetches from the gateway at the beginning of every cycle (GET /api/state).

Occurs in Chapter 9 · The simulation cycle

See also Orchestrator Gateway

Protective limits

Limits in the model that intercept unphysical intermediate values. They apply only within the intended operating range.

Occurs in Chapter 11 · Result and limits

See also Internal consistency

Prototypical

Functional, but not formally specified. This is how the plugin interface is regarded: it carries 13 models, but is only agreed as a convention.

Occurs in Chapter 11 · Result and limits

See also Plugin

PT1 element Also: first-order lag element

First-order lag element. The heating element of the model is a PT1 element with a time constant of τ = 12 s; its heating power follows the setpoint with a delay.

Occurs in Chapter 8 · The heated-tank model Chapter 10 · Five test scenarios

See also Time constant (τ) Step response

R

Raspberry Pi

Computer on which the simulation runs and which is the target platform of the plant. The clock measurement, by contrast, comes from a Windows development computer.

Occurs in Chapter 6 · System architecture Chapter 9 · The simulation cycle

See also Platform

Real-time capability Also: real-time patch, fixed clock, guaranteed clock

Ability to assure a clock. A fixed clock is something different from a guaranteed clock: a general-purpose operating system gives no real-time guarantee, and the thesis does not claim otherwise.

Occurs in Chapter 3 · State of the art Chapter 9 · The simulation cycle Chapter 11 · Result and limits Chapter 12 · Outlook

See also Cycle time Simulation clock

Reference potential

Common reference point of a voltage level. In the test rig the reference potentials of the 24 V and 5 V levels are deliberately kept separate; every signal therefore has to be transmitted without a conductive connection.

Occurs in Chapter 7 · The test rig

See also Galvanic isolation

Relay assembly Also: relay board

Assembly of the return path: the Arduino switches it through a driver stage, and its relays (coils at 12 V) apply 24 V to the inputs of the controller through potential-free contacts.

Occurs in Chapter 7 · The test rig

See also Potential-free contact Return path

Research questions

Three questions that run through the thesis: coupling (can a plant model be coupled to a compact controller so that the loop is closed?), model quality (is a model built from mass and energy balance sufficient?) and architecture (does an architecture without external services also hold with several models?).

Occurs in Chapter 2 · Objective and approach

See also Closed loop

REST-HTTP

Application protocol between gateway and orchestrator, at layer 7 of the ISO/OSI model. It requires no external middleware.

Occurs in Chapter 3 · State of the art Chapter 5 · Solution approaches and concept decision

See also WebSocket ISO/OSI reference model

Return path

Signal direction from the simulation to the controller: the Arduino switches a relay assembly whose potential-free contact applies 24 V to the input of the controller (Fig. 14b). Ten channels lead in this direction.

Occurs in Chapter 7 · The test rig

See also Forward path Relay assembly

S

Saturation pressure

Pressure that the model calculates from the temperature to decide whether water evaporates: if it exceeds the pressure in the tank, the water boils. It rises steeply with temperature; at 100 °C it is about 1.01 bar.

Occurs in Chapter 8 · The heated-tank model

See also Antoine equation

Sensor (B1–B4) Also: B1, B2, B3, B4, detector

Digital reports derived from the state of the model: B1 reports the upper fill level from 450 l, B2 the lower fill level at 50 l or less, B3 the temperature from 95 °C and B4 the pressure from 2.8 bar. Changed sensors travel back to the controller via relay contacts.

Occurs in Chapter 6 · System architecture Chapter 8 · The heated-tank model Chapter 9 · The simulation cycle

See also Sensor bits Threshold switch Control signals (Y1–Y4, E1)

Sensor bits

Digital report states that the model derives from the physical state. They are the return value sensors of compute_step.

Occurs in Chapter 6 · System architecture Chapter 10 · Five test scenarios

See also Sensor (B1–B4) compute_step

Signal bridge

Arduino Mega with firmware that reads and sets the 5 V signals of the converter level and transmits the state serially at 115200 baud to the gateway. If the sign of life fails to appear, the firmware switches all outputs off.

Occurs in Chapter 3 · State of the art Chapter 6 · System architecture Chapter 7 · The test rig Chapter 9 · The simulation cycle Chapter 11 · Result and limits

See also Arduino Mega Gateway Watchdog

Simulation clock Also: cycle, tick, time-driven

Fixed cycle of 50 ms (20 Hz) in which the orchestrator calls the model. The simulation runs time-driven, not event-driven; the sequence of one cycle is shown in Fig. 9.

Occurs in Chapter 2 · Objective and approach Chapter 3 · State of the art Chapter 5 · Solution approaches and concept decision Chapter 7 · The test rig Chapter 8 · The heated-tank model Chapter 9 · The simulation cycle Chapter 10 · Five test scenarios Chapter 11 · Result and limits

See also Cycle time Real-time capability

Stability criterion (Δt/τ < 2)

Condition under which the explicit Euler method is stable for a PT1 element: Δt/τ < 2. Here the ratio is about 0.004; the statement concerns only the heating element.

Occurs in Chapter 8 · The heated-tank model

See also Euler method (explicit) PT1 element

Stakeholders

Groups whose needs give rise to the requirements: apprentices (testing a PLC program on a plant that reacts), trainers (a robust environment that starts quickly) and exam preparation (compatibility with the existing controllers).

Occurs in Chapter 4 · Requirements

See also Functional requirements (FA)

State vector Also: state variables

The five state variables x(k) of the heated-tank model: water mass, internal energy of the water, steam mass, air mass and currently effective heating power. Everything else, such as temperature and pressure, is calculated from them.

Occurs in Chapter 8 · The heated-tank model

See also Mass balance Energy balance

Step response

Course of the heating power after a sudden setpoint step. For the PT1 element 63.2 % of the final value is reached after one time constant, about 95 % after three, 99.3 % after five (Fig. 8).

Occurs in Chapter 8 · The heated-tank model

See also PT1 element Time constant (τ)

Step size (Δt)

Time step of the simulation: Δt = 0.05 s, i.e. 50 ms. It is used both in the simulation clock and in the test scenarios.

Occurs in Chapter 6 · System architecture Chapter 8 · The heated-tank model

See also Euler method (explicit) Simulation clock

System boundary

Delimitation of what belongs to the system: the simulation system that replicates the plant and displays its state. Controller, operator panel, monitor and operator adjoin it; only binary signals are exchanged (Fig. 17, Fig. 18).

Occurs in Chapter 4 · Requirements Chapter 8 · The heated-tank model

See also Functional requirements (FA)

T

Test rig

The complete wired setup as a mounting wall: on the front the controller, operator panel, indicator lamps, converter assemblies and screen of the running simulation, at the back power supplies and the wiring of the signal level. On it the real controller works against the plant model.

Occurs in Chapter 5 · Solution approaches and concept decision Chapter 7 · The test rig Chapter 11 · Result and limits

See also Platform Operator panel

Test scenario Also: scenario

Defined run of the heated-tank model whose measurement is matched by an expectation. The thesis tests five scenarios directly at the model function: filling, heating, pressure buildup, emptying and an edge case with an empty tank.

Occurs in Chapter 2 · Objective and approach Chapter 4 · Requirements Chapter 5 · Solution approaches and concept decision Chapter 10 · Five test scenarios Chapter 11 · Result and limits

See also Evaluation criteria Edge case Internal consistency

Threshold switch

Binary sensor that switches when a limit value is reached. Requirement FA-03 demands that it be reported in the exact step.

Occurs in Chapter 4 · Requirements

See also Sensor (B1–B4) Functional requirements (FA)

Time constant (τ)

Characteristic of a PT1 element: after one time constant the output has reached 63.2 % of its final value. The heating element of the model has τ = 12 s.

Occurs in Chapter 8 · The heated-tank model Chapter 10 · Five test scenarios

See also PT1 element Step response

Topic Also: subject

Subject channel in MQTT: one component publishes to it, others subscribe to it.

Occurs in Chapter 5 · Solution approaches and concept decision

See also MQTT Broker

V

V-model (VDI 2206) Also: VDI 2206, concept design, system design, domain design, interface test

Development methodology for mechatronic systems that the thesis follows. Every design step on the left is assigned a verification at the same level on the right: requirements to evaluation, concept design to the scenario run, system design to the interface test and domain design to the checking of the equations (module tests).

Occurs in Chapter 2 · Objective and approach Chapter 3 · State of the art

See also Test scenario

W

Watchdog Also: monitoring timer

Monitoring timer of the coupling, three-stage with a 2 s limit. If the sign of life fails to appear, the firmware of the signal bridge autonomously establishes a defined state (all outputs off) instead of freezing the last state.

Occurs in Chapter 9 · The simulation cycle

See also Heartbeat Signal bridge

WebSocket

Application protocol between orchestrator and browser, at layer 7 of the ISO/OSI model. The state goes through it to all connected browsers in every cycle.

Occurs in Chapter 3 · State of the art Chapter 5 · Solution approaches and concept decision Chapter 6 · System architecture Chapter 9 · The simulation cycle

See also REST-HTTP Presentation layer

Note

The glossary explains the terms as they are used in this explanation of the thesis. For standards and methods see Sources & standards.