Flexible and Reconfigurable Manufacturing Systems Paradigms: Hoda A. Elmaraghy
Flexible and Reconfigurable Manufacturing Systems Paradigms: Hoda A. Elmaraghy
DOI 10.1007/s10696-006-9028-7
Hoda A. ElMaraghy
C Springer Science + Business Media, LLC 2006
1. Introduction
Manufacturing systems have evolved from job shops, which feature general-purpose
machines, low volume, high variety, and significant human involvement, to high vol-
ume, low variety dedicated manufacturing lines driven by the economy of scale. In
H. A. ElMaraghy ()
Intelligent Manufacturing Systems (IMS) Centre, University of Windsor, Ontario, Canada
e-mail: [email protected]
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262 H. A. ElMaraghy
the eighties the concept of flexible manufacturing was introduced in response to the
need for mass customization and for greater responsiveness to changes in products,
production technology, and markets. Flexible manufacturing systems were also de-
veloped to address mid-volume, mid-variety production needs. Similarities between
parts in design and/or manufacture were used to achieve economy of scope. Flexible
manufacturing systems (FMSs) anticipated these variations and built-in flexibility a
priori; hence they are more robust but have high initial capital investment cost. The
flexibility attributes are sometimes underused. In the nineties, optimality, agility, waste
reduction, quality, and lean manufacturing were identified as key drivers and goals for
ensuring survival in a globally competitive market.
The reconfigurable manufacturing concept has emerged in the last few years in
an attempt to achieve changeable functionality and scalable capacity (Koren et al.,
1999; Fujii et al., 2000). It proposes a manufacturing system where machine compo-
nents, machines, cells, or material handling units can be added, removed, modified,
or interchanged as needed to respond quickly to changing requirements. Such a fully
reconfigurable system does not yet exist today but is the subject of major research
efforts around the world, with special emphasis on the hardware and machine control
aspects. Proponents of this approach believe that it has the potential to offer a cheaper
solution, in the long run, compared to FMSs, as it can increase the life and utility of a
manufacturing system. Hardware reconfiguration also requires major changes in the
software used to control individual machines, complete cells, and systems as well as
to plan and control the individual processes and production. All this adds to the ever-
growing complexity of products, processes, manufacturing systems, and enterprises
(Wiendahl and Scholtissek, 1994).
In this paper, the highlights of recent research into the notion of manufac-
turing system flexibility and its measurement and impact are reviewed. Various
types/classification of flexibilities are presented with a view to clarify their correspon-
dence with some aspects of manufacturing systems reconfiguration. The characteris-
tics and pre-requisites of a reconfigurable manufacturing system are overviewed. The
concept of a manufacturing system life cycle is introduced and linked with aspects of
manufacturing system flexibility and reconfigurability. The views of a panel of experts
from academia and industry on the comparisons between flexible and reconfigurable
manufacturing are presented.
Flexibility attracted much attention from researchers to better understand and clarify
its concept. As a result, many definitions emerged in the literature. Early definitions
related to the flexibility of manufacturing systems are based on the notion of adapt-
ability to uncertainties (Mandelbaum, 1978; Slack, 1987). Flexibility can be viewed
as the capacity of a system to change and assume different positions or states in
response to changing requirements with little penalty in time, effort, cost, or perfor-
mance (Toni and Tonchia, 1998). The use of manufacturing flexibility as a strategic
objective, the relationship of flexibility with uncertainties, the use of taxonomies as a
vehicle for furthering understanding of the types of flexibility, and their measurement
as well as the assessment of the effectiveness of the proposed flexibility and robustness
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Flexible and reconfigurable manufacturing systems paradigms 263
measures were studied (Beach et al., 2000; D’Souza and Williams, 2000; Correa, 1994;
Shewchuk and Moodie, 1998; Buzacott and Kahyaoglu, 2000; Browne et al., 1984;
Sethi and Sethi, 1990).
The significant reduction in product development time brought about by the use of
CAD tools was not paralleled in the design and development of manufacturing systems.
These systems must be designed to satisfy certain requirements and constraints that
vary over time. Recent improvements in productivity were attributed more to improve-
ments in the design and operation of manufacturing systems, as well as the design of
products, than to manufacturing processes or technology improvements. Some modern
design theories and methodologies, such as the design axioms (Suh, 1998; Cochran
et al., 2001, 2002) have been applied to the design of manufacturing systems.
In the context of manufacturing systems, one can envisage a life cycle (ElMaraghy,
2000, 2005), as outlined in Fig. 1, which includes the initial system design and syn-
thesis, modeling, analysis and simulation, realization and implementation, operation,
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264 H. A. ElMaraghy
Requirements
Innovation
and DESIGN
and
Constraints
Synthesis
VIRTUAL
DIGITAL MOCK-UP
VIRTUAL Analysis
RECONFIGURE
REDESIGN
HARD/SOFT
New
Remove Add Requirements
and re-design/reconfiguration phases. Both soft and hard reconfiguration and flexibil-
ity can extend the utility, usability, and life of manufacturing systems.
may be machines and conveyors for entire production systems, mechanisms for in-
dividual machines, new sensors, and new controller algorithms. Open-architecture
control (reconfigurable software) and modular machines (reconfigurable hardware)
are key enabling technologies for RMS.
For a manufacturing system to be readily reconfigurable, the system must possess
certain key characteristics (Koren et al., 1999) including: i) Modularity of component
design, ii) Integrability for both ready integration and future introduction of new
technology, iii) Convertibility to allow quick changeover between products and quick
system adaptability for future products, iv) Diagnosability to identify quickly the
sources of quality and reliability problems, v) Customization to match designed system
capability and flexibility to applications, and vi) Scalability to incrementally change
capacity rapidly and economically. The new generation manufacturing systems will
need new and effective tools to adapt to possibly frequent changes, new product
introduction, and short runs without seriously impairing production (Agility Forum
1997 and NRC (U.S.) 1998).
The motivation for introducing reconfigurable manufacturing systems is based on
the belief that some economic benefits can be obtained by increasing reusability and
reducing the excess capacity and/or excess functionality present in other types of
manufacturing systems.
The design, characteristics, and potential merits of RMSs and how they compare with
other manufacturing paradigms have been occupying researchers and practitioners at
this stage of manufacturing systems evolution. A panel of experts from industry and
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266 H. A. ElMaraghy
DMS Mass
Production
Volume
academia was assembled recently to discuss and debate these issues. They were asked
to address the similarities and differences between RMS and FMS, the definitions
of flexibility, reconfigurability, and changeability, and how to characterize a manu-
facturing system’s responsiveness. These opinions are summarized in the following
sections.
An RMS is designed at the outset for a possible rapid change in structure, as well as
in hardware and software components, in order to quickly adjust production capacity
and functionality within a part family. An FMS is a system whose machines are able
to perform operations on a random sequence of parts of different types with little or
no time or other expenditure for changeover. In practice, FMSs consist of processing
stations and material handling systems that are entirely under computer control (CNC,
DNC). In summary, RMS is a manufacturing system with customized flexibility and
FMS is a manufacturing system with general flexibility (Hu, 2005). It was hypothesized
that RMS would be positioned between DMS and FMS as shown in Fig. 2.
It can be noted that there are sufficient common grounds in philosophy and applica-
tion between the FMS and RMS paradigms to support the notion that they represent
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Flexible and reconfigurable manufacturing systems paradigms 267
DML RMS
Mass B+C
Production
Capacity
RMS
A+B
FMS
Mass
RMS Customization
A
Product Product Product Multiple
A A+B B+C Products
Functionality
Fig. 3 Positioning of reconfigurable manufacturing systems regarding capacity and functionality (Koren
et al., 1999)
The machine tool industry, represented by one of its successful players, voiced an
opinion that there is a compelling value proposition for reconfiguration, the only
qualification being cost and availability (Hyatt, 2005). It is clear that reconfigurable
machine tools (RMTs) are an essential enabler of RMSs. However, the current state-
of-the-art is such that broadly reconfigurable machine tools are not yet available as
the required technology is still in various states of development. It was suggested that
there are ways to achieve many of the potential benefits of reconfigurable manufac-
turing systems, and make the users of machine tools and manufacturing systems more
profitable while this new technology is under development. For example, it is possible
to replace non-reconfigurable machine tools (NRMTs) by machines of alternate con-
figurations provided that certain system features are implemented to facilitate their
deployment. Re-deployable NRMTs should be able to be removed and replaced in a
single shift, when major services are performed off-line. It would be easy to implement
such a “plug and play of machines” scenario for a specific machine envelope, where
all machine tools share common footprint and pitch, common foundation specification
(preferably a slab), common material handling interface, and common chip removal
interface. For example, it was suggested that such re-deployable facilities should have
a simple slab floor for all machines, 150 mm to 1500 mm cube machines, round or
prismatic, pump over of chips and coolant, and known pitch of machines (e.g., 1.2
meters for 150 mm cube machines, 1.5 meters for 350 mm cube machines, and 1.7
meters for 600 mm cube machines).
In summary, while RMTs represent an important building block in any RMS and
make it possible to achieve many of its benefits, they require many enabling tech-
nologies to become an affordable reality. In the meantime, using concepts such as
those discussed earlier, NRMTs that utilize existing technology can be intelligently
used to help reap a significant portion of the anticipated benefits of reconfigurable
manufacturing systems.
Unrestrained
Mobility mobility of objects,
e.g., machines on rolls
Standardised, functional
Modularity units or elements,
e.g., Plug&produce-modules
Networkability regarding
material, information, media
Compatibility and energy, e.g., standardised
software interfaces
change of location of a production system several times within the life cycle of a
product because of globalization.
Therefore, manufacturing systems not only should have the ability to be transformed
fast, due to new technologies and demands, but they are also expected to change their
facilities and even locations. In addition, they are expected to produce instantly high
quality while coping with these changes. Therefore, both the internal and/or external
change drivers play a role in determining the level(s) of the factory (machine, group,
area, structure, or site) to be changed. This change is not only limited to the technical
systems but it is also essential to extend it to the organization and employees to achieve
an adequate level of changeability. Hence, this transformation process becomes an
important business process that must be pre-planned and managed effectively.
Manufacturers would be wise to conduct an internal evaluation of their existing
transformation enablers (i.e., degrees of freedom) to assess the potential for change
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270 H. A. ElMaraghy
within their systems and quantify their existing level/degree of changeability. Market
demands and external factors, on the other hand, determine the necessary change re-
quirements and the target degree of changeability. These internal and external views
should be continuously compared to achieve equilibrium between the market require-
ments and production performance and to devise plans and strategies to achieve the
desired and justifiable degree of changeability.
MANUFACTURING SYSTEMS
RECONFIGURATION / FLEXIBILITY
PHYSICAL LOGICAL
(Hard) (Soft)
Rescheduling
Material Machine
Handling Elements Replanning Reprogramming
Devices (Substitute)
6. Discussion
Scope
Functionality and capacity are Functionality and capacity are variable and
pre-designed. Flexibility and robustness configured as needed, when needed.
are inherent and built-in a priori.
Pre-Requisite
Part Families rely on similarity Part Family. The range of products may be
in geometry and processing. wider or narrower compared to FMSs.
Systems Features
Pre-planned alternate routing between Variable routing between stages
stations/machines (logical/soft (soft/logical reconfiguration) planned
reconfiguration). as needed.
Limited expandability of system hardware Capacity expansion/modules of identical
(physical/hard reconfiguration). machines (physical/hard reconfiguration)
Variable functionality built-in within Function expansion (physical/hard
the designed scope. reconfiguration).
Limited infrastructure Changeable infrastructure (physical/hard
expansion/reduction. reconfiguration)
Process plans alternatives pre-determined Process plans alternatives
(logical/soft reconfiguration). re-configurable/changeable as needed.
(logical/soft reconfiguration).
Machines Features
Versatile (CNC), variable number of Modularity, quick-change features and
axes, heads, tools and tooling. standard interfaces.
Multi-head, multi-spindle, Dedicated but changeable functions
multi-tasking machines. (axes, tools, etc.)
Controls Features
Pre-set and pre-optimized controls. Changeable, re-configurable controls and
open architecture.
Intelligence
Sensors feedback, adaptive control, Sensors feedback, adaptive control,
intelligent features, some intelligent features, future
unmanned operations. self-reconfiguration potential.
Life
Limited by parts family scope and demand. Expandable by reconfiguration and re-use.
Cost
System capital cost incurred at the outset. Incremental system capital cost as needed.
Minor increments and associated cost Additional repeated reconfiguration and
are added as needed. ramp-up costs over the whole life cycle.
2003). However, there are many cost contributors associated with reconfiguration in
addition to the hardware modules and their interfaces. The cost of planning and con-
trol software to support reconfiguration is a major item that has to be factored in as
well as the cost of ramp-up required every time a system, or its components are re-
configured. Some intangible costs related to the effect of reconfiguration on system
performance (e.g. Koren et al., 1998; Kim, 1999), product quality and learning curves
for the human operators in the system (e.g., Nada and ElMaraghy, 2006) as well as
the potential increased complexity of the system operation and control also cannot be
ignored (ElMaraghy et al., 2005).
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Flexible and reconfigurable manufacturing systems paradigms 273
Fig. 7 Role of humans and automation in the evolution of manufacturing systems (ElMaraghy, 2000, 2005)
People play an important role in the operation and success of manufacturing sys-
tems and hence the competitiveness of the industrial enterprise. Manufactures, in their
pursuit of productivity and profitability over the last decades, have recently come to
realize that ensuring a meaningful involvement of people in the decision-making and
operation of manufacturing systems is critical to their success and competitiveness.
Human operators are probably the most flexible component of a manufacturing system
(ElMaraghy, 2005). This presents new challenges in the design, operation, and control
of manufacturing systems that go beyond simply good ergonomics, safety, and usabil-
ity issues (Yamada et al., 2000; Yamada, 2000). They include: 1) harnessing human
flexibility and creativity, 2) modeling humans and their interactions with machines and
systems accurately, 3) optimum design of harmonized human/machine/manufacturing
systems, which allow effective and profitable co-existence and cooperation, and 4) de-
veloping methodologies for handling quality issues in hybrid human/machine systems.
The resurgence of harmonized human/machine manufacturing systems should be con-
sidered as an added element of system flexibility (as shown in Fig. 7), which illustrates
how the machine/human relationship in manufacturing systems has swung in pursuit
of productivity.
7. Challenges
The concept of reconfiguration has sparked interest in the academic and industrial
communities. It has encouraged active research into supportive areas that are proving
very beneficial to existing manufacturing systems, e.g., in the areas of process and
production planning, fixturing, modular interfaces, and the like.
Technology is available today to achieve a useful and affordable, albeit lim-
ited, physical and logical reconfiguration within manufacturing systems until new
technologies are developed and proven. However, many open questions remain and
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274 H. A. ElMaraghy
several fundamental and practical challenges represent fertile areas of research (see for
example: Youssef and ElMaraghy, 2006; Son, 2000; Deif and ElMaraghy, 2006; Spicer
et al., 2002; Youssef and ElMaraghy, 2006a; Shabaka and ElMaraghy, 2005; Kuz-
gunkaya and ElMaraghy, 2006; Nada and ElMaraghy, 2006). These challenges in-
clude, but are not limited to: 1) measures for changeability, flexibility, adaptability,
responsiveness, reconfigurability and their relationships, 2) the hardware and soft-
ware enabling technologies, 3) reconfigurable logical support systems, such as lo-
gistics, production planning and control, process planning, tooling, and fixtures, 4)
balance of hard and soft capacity and functionality scalability options, 5) design of
machines, systems, and controls for flexibility, changeability, and reconfiguration and
integration with current systems and software, 6) models to determine adequate levels
of changeability, flexibility, and reconfigurability required for different applications,
7) appropriate capacity scalability (both expansion and reduction) policies, 8) life-
cycle economic justification models for these paradigms, 9) appropriate frequency of
change or reconfiguration, 10) rules for reconfiguration and changeability, 11) smooth
and optimal systems transition and changeover, 12) changeability and reconfiguration
dependent quality factors, including human-related issues, 13) complexity measure-
ment, reduction, and management techniques, 14) the use of group technology to
capitalize on commonality and standardization of parts, operation sequences, product
structure, platforms, engineering, and purchasing, and 15) defining a “total productiv-
ity” measure, which considers all elements and all trade-offs.
It is believed that as the old Flexible Manufacturing Systems (FMSs) and new
Reconfigurable Manufacturing Systems (RMSs) paradigms evolve, the boundaries
between them are likely to be blurred and the complimentary and continuity features
will become more evident. The question remains: is RMS a mature FMS or is FMS
the future of RMS.
Acknowledgements Sincere thanks are extended to the invited members of the “Paradigms of Manufac-
turing” Plenary Panel Session that took place during the 3rd Conference on Reconfigurable Manufacturing
held at the University of Michigan in Ann Arbor, Michigan, USA 10–11 May 2005. Their considered views,
reported in section 5, have enriched the discussion of this important topic. They include: Professor S. Jack Hu
(Panel Moderator), Mechanical Engineering Department, College of Engineering, University of Michigan,
Ann Arbor, USA, Professor Yoram Koren, ERC/RMS Director, NSF Engineering Research Center (ERC)
for Reconfigurable Manufacturing Systems (RMS), College of Engineering, University of Michigan, Ann
Arbor, Professor Kathryn Stecke, School of Business, University of Texas at Dallas, Richardson, Texas,
USA, Mr. Gregory A. Hyatt, Vice-President, Engineering, Mori-Seiki Machine Tool Co., Japan, Professor
Hans-Peter Wiendahl, Institute for Manufacturing and Logistics (IFA) University of Hannover, Germany,
and Professor Hoda ElMaraghy, Canada Research Chair in Manufacturing Systems, Director, Intelligent
Manufacturing Systems (IMS) Centre, University of Windsor, Canada.
The financial support by the Canada Research Chairs (CRC) Program and the Natural Sciences and Engi-
neering Research Council of Canada is gratefully acknowledged.
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