Laboratory Resources Management as a Component of Manufacturing Systems Programs

 

 

 

By

 

 

 

Dr. Samuel C. Obi

 

 

 

Department of Technology

San Jose State University

                        One Washington Square                      

        San Jose, CA 95192-0061    

 

Phone:    (408) 924-3218

FAX:        (408) 924-3198

E-Mail: sobi@email.sjsu.edu

 

  

Introduction

Most, if not all, Industrial Technology (IT) programs have laboratories or workshops where many of their technical and curricular activities are performed. These facilities, often equipped with modern equipment, tools, materials, measurement and test instruments, constitute a major investment of IT programs.

As programs adjust to societal and industrial changes, these industrial components are also affected. For example, overuse of program facilities may result in dirty lab equipment, lost or damaged tools, misplaced instruments, and improper management of these resources. This can generate a chaotic and unsafe learning environment in such laboratories. One way to restore order to such an environment is through proper organization and management of these important resources.

            This paper explains the steps recently taken at one of San Jose State University’s (SJSU) Manufacturing Systems laboratories to improve laboratory resources management. It is hoped that similar IT programs may find the information helpful in organizing and managing their laboratory resources.

Background of the Need

         Recently, the Industrial Technology programs became one of the eight departments in the College of Engineering at SJSU. One of the goals for this change was for programs within the college to share laboratory resources, a practice administrators hoped, would produce a synergistic effect and save money for the university.
         This arrangement immediately resulted in more classes from different disciplines sharing resources previously used by only one program. For example, Mechanical Engineering students who enrolled in production engineering classes started using the same laboratories previously used by Manufacturing Systems students who were enrolled in material processing classes. As a consequence, there was a significant pressure on limited and overused laboratory resources. It became apparent that the laboratory environment has now often become dirty, misused, unsafe and improperly managed, and its resources often misplaced, lost, damaged and unaccounted for. Krar, Rapisarda, and Check (1998) noted that a good working environment is essential to safe working conditions. It became clear that a better management approach was needed for a better, more organized and safe working environment.

A New Paradigm

            At SJSU’s Manufacturing Systems laboratories, the development and implementation of a new resources management system began with a comprehensive but creative approach. A systematic approach involving five major steps was initiated. They included:

1)     Grouping and categorizing the laboratory’s resources

2)     Development of a to-be laboratory layout

3)     Generating a tool inventory and matching tools with proper cribs

4)     Training students and other instructors on how to use the system, and

5)     Future improvement plans for a tool inventory control system.

The activities involved in these steps are briefly described in the following sections.

Step One: Grouping and Categorizing the Laboratory’s Resources

            For a typical commercial manufacturing enterprise, manufacturing resources would normally consist of distinct entities such as materials, tools, machines and human beings employed in the production of goods and services. But in the context of educational Manufacturing Systems programs, laboratory resources would include all entities employed in laboratories (or school shops) to facilitate the education and training of students with regard to their projects and assignments in a laboratory setting. These entities or resources can be grouped as shown in Table 1.

 

Table 1

Sample Laboratory Resources

________________________________________________________________

Resource                                           Examples

________________________________________________________________

Lab equipment                                  Machine tools, tool cribs, cabinets, tables, benches, surface plates, computers, printers and carts.

 

Hand & power tools                          Screwdrivers, drill bits, end mills, hammers, chucks, vises, and taps, nibblers and punches. 

 

Parts & supplies                                Bolts, screws, nails, washers, nuts, pins, wires,

Including materials                            papers, steel bars, aluminum bars, cutting oils, manuals, copper wires, pine wood, ply wood, steel plates and metal ingots.

 

Instruments                                         height gages, dial indicators, microscopes, calipers, micrometers, protractors and rulers.

________________________________________________________________

 

This grouping helps to understand the different categories and/or of resources that can be managed. It also helps to simplify the task of organizing the entities into their unique categories.

The grouping particularly facilitates the development and management of inventory control systems in a laboratory environment, something that is currently being considered for implementation as a future step in the laboratory management system. A tool inventory system, for example, can be implemented for the sole purpose of managing hand tools. Other systems with specific features can be implemented for managing items like measurement instruments, materials and machines tools. Because inventory systems are designed with different and distinctive features for special applications, the grouping in Table 1 will help the technical manager to select the best system for each category. In this paper, only the management of tools and instruments are emphasized. The topic of inventory control systems will be discussed further in a later section.

 

Step Two: Development of a to-be Laboratory Layout

            The second task was the development of a lab layout. This layout must be carefully planned to represent what the laboratory has been planned to look like. Some of the objectives of a lab layout are to minimize material handling, facilitate manufacturing processes, make economical use of building space, and for students’ convenience, safety and comfort in doing their projects. (Amrine, Ritchey, & Moodie, 1987) It particularly helps lab users to easily and conveniently locate the items contained in Table 1, by giving users a mental picture of where those items are located. The layout of the laboratory floor plan also provides an aerial perspective of the lab, so students can easily locate specific machines, tool cabinets and cribs. It can also be used as a reference map to place particular tools and instruments in their respective locations.

Developing the layout involved taking the dimensions of all entities, including the laboratory itself, as well all its components such as machines, tool cabinets, and tool cribs. Only the length and width of these components were needed. The space between components was also measured.

Since the layout visibly shows where the laboratory’s main entities are located, a legend is used to clarify entities such as machines, tool cabinets, tool cribs and so forth. As Figure 1 illustrates, entities like milling machines are indicated in blue, tool cabinets and cribs in white, and so forth. All tool cribs and cabinets are numbered to aid users in determining which particular one contains the item being sought. Copies of the layout are posted at various locations in the lab where students and instructors can easily see them. Lab users can easily identify each component by matching the color of the component with its associated box in the legend.

The lab layout can also be placed on an instructor’s web site where students can have access to it for references when doing assignments or for just learning technical terminologies in the field of manufacturing. This practice has been very useful to San Jose State’s Manufacturing Systems majors in completing their technical assignments.

 

 

 

Step Three: Generating Tool Inventory and Matching Tools With Cribs

One of the main reasons improper maintenance of the laboratory was a problem was because there was no formalized list of tool inventory system in place. Before implementing this plan, tool cribs and cabinets were located strategically around the lab, but students had to really know where particular tools were located in order to retrieve and return them. As a result, lab users had difficulty placing or locating tools and instruments. Tools and instruments were constantly lost, misplaced or improperly placed.

To rectify these problems, an inventory list of all tools and instruments, along with their proper locations, was compiled using Microsoft Excel (see Figure 2). This program was necessary for the inventory list because it can systematically sort the list in alphabetical order. Before the list was compiled, all tool cribs and cabinets were numbered and labeled as shown in Figure 1. Then all tools and instruments were gathered and placed in their respective locations as close as possible to the machines they serve. This is necessary so students can locate the tools without walking long distances every time they need a tool. Krar, Rapisarda, & Check (1998), writing on the need for a safe and healthy work environments for technical students, advised that there should be a place for everything so that everything will be kept in its place. Copies of these inventory listings are also visibly posted throughout the lab. To locate a tool, all

 

 

Tool

Crib No.

 

Tool

Crib No.

Adjustable Die Stocks

1

 

Lathe Tools

19

Adjustable Parallels

3

 

Magnifying Gauges

3

Allen Wrenches

3

 

Micrometers

1

Boring Bar Tools

1

 

Milling Bits

3

Brissel Pads

3

 

Milling Hand Wheels

17

Calculators

3

 

Milling Cutters

10

Calipers

1

 

Milling Supports

8

Center Gauges

1

 

Milling Tools

11

Centers

19

 

Mini Saws

1

Chuck Wrenches

19

 

Nuts/Bolts

8, 17

Coated Abrasives

3

 

Oil Cans

68

Collets

1, 12

 

Outside Calipers

1

Combination Squares

1

 

Parallels

19

Counter Sinks

1

 

Punches

1

Cutting Oil

86

 

Reamers

3

Deburring Tools

3

 

Reference

3

Depth Gauges

1

 

Rocker Tools

19

Dial Calipers

1

 

Roll Pins

19

Dial Indicators

6

 

Rulers

1, 3

Die Sets

1

 

Saw Blades (Band Saw)

5

Dividers

1

 

Saw Blades (Hack Saw)

6

Drifts

19

 

Screw Drivers

1

Drill Bits

4

 

Scribers

1

Drill Chucks

4

 

Sleeves

19

Drill Gauges

1

 

Small Hole Gauges

3

Drivers

3

 

Spanner Wrenches

19

Dividing Heads

8

 

Steel Protractors

1

End Mill Holders

11

 

Steel Stamps

1

End Mills

16, 17

 

Taps & Dies

1, 3

Fasteners

19

 

Telescopic Gauges

1

File Cards & Brushes

1

 

T-Handle Wrenches

1, 19

Files

1, 3

 

Thomas Register Catalogs

78

Gauges

3

 

Tool Posts

19

Grinding Wheels, Stones

23, 24

 

Turning Tools

19

Hack Saws

1

 

Twist Drill Bits

3

Hammers

1

 

V Blocks

3, 49

Heady Duty Milling Bits

9

 

Vise Grips

9, 10

Height Gauges

6

 

Vises

3

Hex Key sets

1

 

Wet Stones

3

Inspection Mirrors

1

 

Wipe Brushes

3

Knurling Tools

19

 

Wrenches

1, 8

 

Figure 2. Tools List and Locations

 

a student needs to do is to look up the tool and the crib number, and then walk over to the crib and find the tool. To return the tool, the student makes similar reference to return it to its proper spot without cluttering the lab with it. This procedure has reduced wasted processing times for students’ projects, and has increased the safety of students and instructors.

 

Step 4: Training Students and Instructors on How to Use the System

All lab users must be informed and trained on what has been implemented. All instructors (especially part-time instructors) who use the lab should be informed about the new developments and, where applicable, on how to use them so they can relay the information to their students. All instructor colleagues must be informed that for the plan to work, it is very important that students are trained on how, why and where to find and return these tools and instruments after using them.

One approach was to discuss the system and all safety procedures and instructions with students during the first weeks of the semester, before they start working in the lab. It should be noted that laboratory resources management, safety and cleanup could be part of technical instruction. For example, lab management and safety practices of students who do a significant portion of their academic work in the lab can be incorporated into their final grade at the end of the semester. Students can be drilled on these principles before they begin their lab projects. Each student who takes a course that uses the lab must manage (check out and check in) the lab’s resources to other students for at least one day during the semester. This practice, while helping them to learn the names of those tools and instruments, ensures that all the resources are accounted for and located well after the day’s lab session. In addition, every student is assigned a task, which he or she is responsible for throughout the semester. For example, two students may be assigned to sweep the floor after every lab session, another to close the windows, while others may have the clean up of machines distributed among them by machine type or layout

 

Step 5: Future Improvement Plans for a Tool Inventory Control System
            The layout shown in Figure 1 contains 26 tool cribs and cabinets. One potential future improvement, which is currently being considered, is to replace all 26 with one tool room and a permanent attendant. All students will have to check out their tools from the attendant, and return them in good condition when they are done. This practice, if implemented, will reduce the somewhat confusing present placement of tools in 26 storages located all over the lab.

            But even the one-spot storage system will not solve all the problems. This is because traditional tool management system (which is basically a tool crib, attendant(s) and manual information entry etc.) is too laborious and prone to mistakes. It also wastes time, results in carrying too much inventory, and can cause unnecessary spending on tools, which can be as high as 30% or more. (Hogan, 2000) As a result of this, many metalworking companies (especially the big ones) with ever expanding files and literally thousands of cutting tools are opting for a system that not only facilitates the management of their tools, but also integrates the database with other company systems. According to Hogan (2000) such a system provides full information on tool allocation, availability, usage, cost etc. Such a system also provides a tracking capability and tool quality support efforts in quality standard requirements.

            Modern tool inventory control systems provide an easy solution to many manufacturing challenges. These systems are being implemented in major companies at an increasing rate. Some companies, perhaps to replace the crib attendant or to save time, are also installing tool-dispensing machines, where an operator inputs some code and the required tool is dispensed, much like a soda machine. Because of these advantages, it is anticipated that San Jose State’s Manufacturing Systems program will be implementing such a system in the near future.

            Although there are numerous inventory control software systems on the market for different applications, some systems specifically designed for managing technical resources such as are found in Manufacturing Systems laboratories are available. Some popular examples, which are currently being considered for SJSU’s Manufacturing Systems resources, include the many versions of PC-TOOLCRIB by SY-CON Systems, Inc. (2002). According to the company, these tools are cheap, and are designed for small shops with employees of 250 or less, and where control of tooling, parts, MRO, and supply inventory is a critical need. Also, the company’s so-called Instrument Maintenance & Calibration System, and Sample Tracking and Inventory System can be applicable to Manufacturing Systems laboratory environments. These systems and their specific features and capabilities can be checked out at the following web sites: http://wwwsyconsystems.com/syconem.htm, http://www.chemistry-software.com/laboratory_management.htm, or at http://www.chemistry-software.com/inventory/12196.htm.

 

Implications for Industrial Technology Programs

Manufacturing Systems graduates are technical, management-oriented personnel. Although they are required to take some management and business courses in their programs, providing a technical education that also includes proper laboratory resources management is an important step in equipping these graduates for responsible job performance when they graduate and work in such environments. Since many, if not most, of them eventually graduate and work in a factory setting, training them in proper laboratory resources management techniques while at school is a good way to prepare them for their expected position as middle-level technical line managers.

As already suggested, lab management, safety and cleanup can also be part of technical instruction. It could be a great way to teach responsibility and citizenship to the management-oriented IT majors. Although instructors should not be told how to grade their students, it is strongly recommended that lab management and safety practices of students who do a significant portion of their academic work in the lab be incorporated into their grade at the end of the semester. For example, students could be drilled on these principles before they begin their lab projects. Each student who takes a lab course could manage (check out and check in) the lab’s resources for at least one day during the semester. This practice, while helping them to learn the names of those tools and instruments, ensures that all the resources are accounted for and located well after the day’s lab session.

Moreover, lab layout and inventory of lab resources can be very valuable resources for students when placed on a web site, where students can have access to them for references from any location. This can be very useful in their assignments, such as in technical report writing, technical terminologies, or just checking to know what resources are available in the lab. This practice practically augments what has been referred to as web-assisted instruction, where instructors post this kind of information on their web sites for their students to retrieve. In this case, information about all lab resources can be posted, a step that will reduce the amount of handouts during class times, thus saving paper and copying costs for the department or program.

Finally, tool inventory control systems help tool managers (and Manufacturing Systems majors) to have updated information on all tools, a key factor in tasks like locating a missing tool, accounting for broken tools, knowing when to condition (sharpen) a tool, knowing when to purchase new tools, maintaining important files on tool calibration data and such like. Herko (1999) emphasized that tool management systems add value to manufacturing operations by supplying information about how tools are used, reused, reworked, and maintained. He also explained that while they capture information about tool usage, consumption, and usage patterns as well as track tooling, they also facilitate everything from tool kitting to presetting and pregaging so that setup time at the machine tool is dramatically reduced. The list of the type of information to be stored in a tool inventory control system is endless. The systems are so broad that the needs of each user manufacturer or laboratory can be served adequately.

 

Conclusion

            Laboratory resources are an important component of Manufacturing Systems programs. Students who major in this important program should be informed on proper and responsible management of key resources employed in their technical field of study. Some ideas have been drawn from what the Manufacturing Systems program at San Jose State University has undertaken in managing its laboratory resources.

            This paper has presented examples of what laboratory resources are, how to organize them into a sensible format for easy identification, retrieval and archival, and how to train and get students involved in the process of informing them and enhancing their academic preparation. Advantages and samples of commercial inventory management systems are also included.

 

References

Amrine, H. T., Ritchey, J. A., & Moodie, C. L. (1987). Manufacturing Organization and

Management, 5th. Ed. New Jersey: Prentice Hall.

 

Herko, F. (May, 1999). Adopting an Enterprise Management Strategy. Tooling and   Production.

 

Hogan, B. J. (Editor) (May, 2000) Tool Management System Pays Off. In Manufacturing       Engineering, volume 124, number 5. Pp 157-160.

 

Krar, S. F., Rapisarda, M., & Check, A. F. (1998). Machine Tool and Manufacturing

Technology. Boston: Delmar Publishers.

SY-CON Systems, Inc. (2002). 1700 Northampton St. Easton, PA  18042. Phone (610)
253 0900. E-mail:
sales@syconsystems.com