A message from our Division Director

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Food and Pharmaceutical
Division
In this Issue
1- Director’s Message
2- 2014 Conference Summary
4- 2015 Conference Preview
7- Sponsorship Opportunity
8- Some of 2014 presentations
11- What is automation?
16 – Program Committee
18- New Members
20- Division Officers
Upcoming Events
NOV
Special Edition – 2015 FPID Conference
Fall 2014
Director
Mike Baldauff, PE
ISA Fall Leaders Meeting 2014
08
Editor
Andre Michel, PE
FEB
10
ISA Food and Pharmaceutical Industry
Division Symposium 2015
A message from our Division
APR
Director
26
ISA is entering a new era with the acquisition of
Automation.com and the roll out of the new website this
year opening new possibilities and bringing together two
teams that can help promote each other. One of the biggest
challenges that I see for ISA is getting its name out to the
younger generations and this is a great start. Since the
inception of ISA, technology has exploded with new
products that are life altering. With the advent of the smart
phone, search internet engines and social media sites such
as LinkedIn we have all of the information of the
technological world at our fingertips and ISA can be the
center for automation resources. I see the new ISA website
and Automation.com are avenues to obtain standards and
guidance for automation professionals who want to grow
in the automation field and read about existing, new and
upcoming technologies.
The upcoming FPID symposium is an opportunity for
Automation professions to come together outside of the
structures of the internet to help people more freely share
ideas and technologies in a more open forum than the
internet. I am always surprised at the new technologies
that are out there that I have not heard about when I
attend ISA functions and activities. It is essential to get out
there and interact with other automation professionals
from around the world to gain to new insight and build
your working knowledge of technologies that run the
automation world we live in to stay relevant and add value
to your organization.
I encourage everyone in the division and ISA to step out of
your comfort zone and attend your available section ISA
meetings and symposiums. Your mind and professional
automation toolbox will be expanded.
Michael Baldauff
FPID Division Director
Two highly popular ISA training courses were conducted
during the two-day event: Implementing Enterprise/Control
Integration
Using
ANSI/ISA95
Standards
(IC55C) and Introduction to Applying the Batch Control
Standard ANSI/ISA88.01 (IC40C).
2014 FPID Annual Conference
The symposium has brought together experts, suppliers,
and end users in a 2 day symposium to cover the
important issues of automation and serialization and their
impact on the secure pharmaceutical and food supply
chain. Recent legislation and incidents of contamination
and tampering have raised the importance of automation
to reduce errors and implement serialization to improve
tracking and tracing throughout the supply chain.
First-ever ISA Food and Pharmaceuticals
Industries Division Symposium held in
NC's global epicenter of technological
innovation and research
Research Triangle Park, North Carolina, USA (13 March 2014)
- More than 70 automation and control professionals gathered
in Research Triangle Park, North Carolina, USA last week at
the inaugural ISA Food and Pharmaceuticals Industries
Division (FPID) Symposium to learn how to address emerging
serialization requirements and supply chain processes that are
driving major changes in global food and pharmaceuticals
distribution.
Research Triangle Park, a globally acclaimed epicenter of
high-tech research and development, served as the ideal
setting for the symposium given that it is home to many
prominent, industry-leading pharmaceutical companies as well
as to ISA headquarters. In addition to featuring 23 expert
speaker and technical presentations with panel discussions, a
well-represented vendor exhibit, and two ISA training courses,
the event included tours of local companies so attendees could
view first hand many of the recommended automation
processes and techniques discussed.
During the two-day symposium, noted experts and guest
speakers explained the importance of automation to reduce
errors and implement enhanced serialization controls to
improve tracking and tracing throughout distribution channels.
Specific technologies and methodologies were discussed
along with examples of their use. Many of the most effective
approaches involve highly coordinated strategies that
incorporate automation, supply chain management, and
information analysis and security.
"Our team really enjoyed the conference," says Eric V. Mayer
of Avid Solutions, a developer of automation and information
solutions. "The quality of the presentations was outstanding
and right on point with the theme and focus of the conference.
We were impressed with the experience and expertise of the
attendees, many of whom were high-level engineers and
technologies with substantial experience in the automation and
MES industry."
John Hamel of Parsec Automation Corp., a developer of realtime operations and performance management software,
echoed these comments, saying the meeting was "well
organized with great presentations. We look forward to
attending future ISA FPID events."
ISA is pleased to announce that next year's ISA FPID
Symposium will take place in Philadelphia, Pennsylvania in
early February. Symposium and division leaders are already
recruiting volunteers, participants and speakers for the event.
For more information, contact Rodney Jones, Manager, ISA
Sections and Divisions, at rjones@isa.org. Updates and more
information will be posted on the ISA website
(http://www.isafpidsymposium.com/).
Assisting ISA headquarters in conducting this year's
symposium were the Tar Heel Section of ISA, which provided
numerous volunteers, and the International Society for
Pharmaceutical Engineering (ISPE), which contributed
valuable technical content and served as an event sponsor and
exhibitor.
In addition to the technical sessions and training opportunities,
attendees were treated to:
Tours of two area companies, Biogen Idec and Lonerider
Brewery
Attendees received a first-hand look the US Manufacturing and
Patient Services Operations of Biogen Idec's RTP-based
facility. Founded in 1978, Biogen Idec is the world's oldest
independent biotechnology company. The company discovers
therapies for the treatment of neurodegenerative diseases,
hemophilia and autoimmune disorders. Patients worldwide
benefit from its leading multiple sclerosis therapies.
Attendees also received a tour of the Lonerider Brewery beermaking operations in Raleigh, NC. The conference visitors
witnessed all stages of the beer-brewing and bottling
processes.
An award ceremony
At a conference award ceremony, Andre Michel was named
2013 ISA FPID Member of the Year for his contributions as
division webmaster and editor of ISA's FPID newsletter.
Two networking luncheons and an exhibitors' reception
Two networking luncheons were held, providing attendees the
opportunity to mingle and interact personally with colleagues
as well as conference presenters.
In addition, an exhibitors' reception enabled leading suppliers
to demonstrate their newest products and services in a casual,
social setting. Participating exhibitors included Avanceon, ESP,
Laetus, Parsec Automation, Mangan, Rockwell Automation,
Brilling Systems, Inc., Avid Solutions, Prime Technologies, the
ISPE Carolina-South Atlantic Chapter and the Tar Heel Section
of ISA.
About the ISA Food and Pharmaceutical
Industries Division (FPID)
The Food and Pharmaceutical Industries Division (also known
as FPID) is organized within the Industry and Sciences
Department of the International Society of Automation (ISA).
FPID expands awareness and understanding about the latest
technologies in automation, sensors, instruments, other
equipment, computer systems and software application for the
Consumer Packaged Goods (CPG) and Pharmaceutical
Supply Chains (PSC).
The FPID retains a knowledge base of design, engineering,
system, software, process automation, validation, quality,
research, and scientific professionals. Division members: share
and enhance their personal expertise in CPG product
manufacturing and packaging, pharmaceutical R&D, clinical
trials, and the manufacturing of tablet formulations, parenteral
and biotech products; help provide global leadership at the US
Food and Drug Administration and other international
regulatory bodies; and furnish valuable knowledge and input
on controversial issues regarding instrumentation, analysis
automation, equipment and system validation, and testing for
regulatory compliance.
For more information, visit ISA Food & Pharmaceutical
Division.
More about ISA
Founded in 1945, the International Society of Automation
(www.isa.org) is a leading, global, nonprofit organization that is
setting the standard for automation by helping over 30,000
worldwide members and other professionals solve difficult
technical problems, while enhancing their leadership and
personal career capabilities. Based in Research Triangle Park,
North Carolina, ISA develops standards; certifies industry
professionals; provides education and training; publishes
books and technical articles; and hosts conferences and
exhibitions for automation professionals. ISA is the founding
sponsor
of
The
Automation
Federation
(www.automationfederation.org).
See
more
at:
https://www.isa.org/news-and-pressreleases/isa-press-releases/2014/march/first-ever-isa-foodand-pharmaceuticals-industries-division-symposium-held-lastweek-in-ncs-global-epicenter-of-technological-innovation-andresearch/#sthash.DG50wrsr.dpuf
2015 Will Be Even Better!!!
The ISA Food & Pharmaceutical
Division (FPID) is holding a
10-11 February 2015 Symposium in
Philadelphia, Pennsylvania
Event Preview
Pharmaceutical Automation
Technology Update:
Control, Optimization,
Measurement and Serialization
WELCOME! The ISA’s Food & Pharmaceutical Division
nd
(FPID) committee have put together our 2 annual twoday Symposium focused on Pharmaceutical Automation
including Serialization. This international event, being
th
held in Springhouse, PA on February 10th & 11 is a
unique opportunity. We are once again very excited that
we are also running this in concert with the ISPE – and
the ISPE DVC (Delaware Valley Chapter) celebrating
their 25th Annual Exhibition in Philadelphia the first
evening of our symposium. Continuing Education
remains the foundation of both societies.
We are very happy that at the moment we have an
abundance of dynamic presenters from end user
companies (over a dozen) as well as other SME
Consultants and leaders from various companies.
Planned speakers include Senior Executives, Managers,
Engineers, and Consultants from DuPont, Fujirebio
Diagnostics, GlaxoSmithKline, J&J, Lilly, Merck, Pfizer,
Sanofi and many more technology-based companies.
We are now going through the abstracts/papers for final
selection and planning the program details. Within a few
weeks or so we will be solidifying the program and
posting on our website (http://www.isafpidsymposium.com/).
For now, a sampling of the topics based on actual
submitted abstracts includes:
 Measureable Business Value Improvement from
Automation Investments
 Implementing Electronic Record Systems - Through
an Operations Information Infrastructure
 Benchmark
Summary
of
Automation
in
Pharmaceutical
and
Biotech
Manufacturing
Operations
 Automation, Disposables, and Factory of the
Future: What does it mean to automate a flexible
facility?
 How to Pick an MES or Batch Execution System
 Using Data to Optimize the Product Life Cycle
 Serialization Training
 Serialization Case Study with Global perspective
 Recent trends in Data Integrity
 Compliant Optimized Business Processes within a
Regulated Industry
 Overall Equipment Effectiveness (OEE) – a
perspective
 Integrated Factory Infrastructure - mitigating
security risks (Cyber Security)
 Alarm Management Reflection and update
 The future is now - integration of process, electrical
and process control engineering
 And more….
We are finding no shortage of meaningful content.
Please review our Exhibitor and Sponsorship registration
tabs for your consideration to exhibit or sponsor.
Attendee registration is available now as well. There is
st
an early bird (by Dec. 31 ) discount for all types of
registrations. We are prepared to post immediately your
company logo on the website with your interest and any
level of Sponsorship. We hope that you and your
colleagues will come join us. The technical program is
current and fresh – as are the speakers. The opportunity
for networking is tremendous for both the ISA and ISPE
Society members and the Pharma/Automation
community at large. If you cannot sponsor, we really
hope that you can attend – even if only for one day. We
have tried to make this easy for you to participate in
whatever way you can. Please let us know if you have
any questions about anything. Any one of our Program
Committee members (See tab on website) will gladly
help you.
For more information please also contact:
Bill Dugary
(dugaryw@ace-net.com)
610-306-6038
Or Andre Michel (amichel@efficientplant.com)
Special Event
Food &
Pharmaceutical
Industries
Division
ISA FPID Symposium attendees
will also visit the
ISPE Delaware Valley Chapter
25th Annual Exhibitor’s Night
2015
Symposium
10-11 Feb , 2015
Philadelphia , Pennsylvania , USA
http://www.isafpidsymposium.com/
Date: Tuesday, February 10, 2015
Time: Exhibits Open 4:30-8:00pm
Location: Citizens Bank Park
Exhibitors and
Sponsors
Program
2015 Sponsors
Feb – Pre- or Post-Symposium
Training (will advise)

Full-day of optional ISA training courses
available
10 Feb – Day 1





Opening remarks
Keynote speaker
Technical presentations and papers
Exhibit hall
Visit ISPE events
11 Feb – Day 2




Invited speaker
Technical presentations and papers
Exhibit hall
Closing remarks
http://www.isafpidsymposium.com/
Sponsorship Opportunities
Diamond Sponsor and Special Exhibitor:
$2,500
This premier sponsorship will be extremely limited
and not available after Dec. 31st or when ISPE-DVC
25th Annual Exhibition is Sold Out
 Your Company logo, with a link to your Company website,
will be included on each CD, which will contain the
presentations and/or technical papers of the featured
speakers. Printed notes of Conference Presentations (if
applicable)
 You will also be able to display Company informational
Gold Sponsor: $1000 By Dec. 31, 2014
($1,250 after if available)
Exclusive Sponsorship of a Conference Luncheon
 You may display your Company banner or sign at the
luncheon and registration desk during the conference.
 Your Logo will be featured on all promotional material and
you will receive special recognition at the luncheon.
 Your Company will be featured on the ISA FPID Symposium
event website with a link to your Company web site for one (1)
year
 Includes Exhibit Space (one (1) 6′-0″ x 2′-6″ table) and one
(1) attendee registration.
handouts at the conference.
 Your Company will be featured on the ISA FPID Symposium
event website with a link to your Company web site for one (1)
year.
 Your Logo will be featured on all promotional material and
Silver Sponsorships:
available)
$500 (two
types
Sponsorship of a Coffee/Networking Break
you will receive special recognition throughout the event.
 You may display your Company banner or sign at one of the
 Your contact information will be made available for all
coffee breaks stations and registration desk during the
registered attendees.
conference.
 Includes Exhibit Space (one (1) 6′-0″ x 2′-6″ table) and two
 Your Logo will be featured on all promotional material and
(2) attendee registrations.
you will receive special recognition at the break.
 Includes additional Exhibitors Space (one (1) 6′-0″ x 2′-6″
 Your Company will be featured on the ISA FPID Symposium
table) at the DV ISPE 25 Annual Exhibition (Philadelphia) –
event website with a link to your Company web site for one (1)
an ISA partnership event the first evening of the
year
symposium
Sponsorship of Bus Trip to ISPE-DVC
Exhibition
th
Platinum
Sponsor
and
Exhibitor:
$1500 By Dec. 31, 2014 ($1,750 after if
available)
This premier sponsorship will be limited.
 Your Company logo, with a link to your Company website,
 You may display your Company banner or sign on bus and
registration desk during the conference.
 Your Logo will be featured on all promotional material and
you will receive special recognition on the bus.
 Your Company will be featured on the ISA FPID Symposium
will be included on each CD, which will contain the
event website with a link to your Company web site for one (1)
presentations and/or technical papers of the featured
year
speakers. Printed notes of Conference Presentations (if
applicable)
 You will also be able to display Company informational
Bronze Sponsor: $250
handouts at the conference.
 Your Logo will be featured on all promotional material.
 Your Company will be featured on the ISA FPID Symposium
 Your Company will be featured on the ISA FPID Symposium
event website with a link to your Company web site for one (1)
event website with a link to your Company web site for one (1)
year
year.
 Your Logo will be featured on all promotional material and
you will receive special recognition throughout the event.
 Your contact information will be made available for all
registered attendees.
 Includes Exhibit Space (one (1) 6′-0″ x 2′-6″ table) and two
(2) attendee registrations.
http://www.isafpidsymposium.com/
Registration Fees
Attendee Registration
Last Year Keynote Speaker
Serialization: An Enterprise
Perspective
Received by
31 Dec
US$ 295
Received
after 31 Dec
US$ 325
❑ Non-Member
US$ 395
US$ 425
❑ One day ISA or ISPE
US$ 150
US$ 175
❑ One day Non-Member
US$ 200
US$ 225
❑ Extra Exhibitor Sales
US$ 275
US$ 300
❑ University Students
US$ 100
US$ 100
Marcus Massingham
❑ Students one day
US$ 50
US$ 50
Marcus Massingham leads the Automation and IT
functions at GlaxoSmithKline’s Zebulon pharmaceutical
production facility in North Carolina. He has over 25 years
of experience in the design, implementation,
commissioning and validation of Automation and IT
systems across a range of industries. He is currently
leading the Serialization program within the Zebulon
facility and is also a member of the GSK global serialization
program team. Marcus is an Electrical Engineer and
registered as an Incorporated Engineer in the UK.
❑ ISA or ISPE Member
Member
Personnel
Please note that an ISA base annual membership is presently
$110 for a new member or membership renewal
❑ Registration fee includes





Your attendance fee at the symposium
Access to copy of the proceedings
Your food & beverage
Your contact information will be made available
for all registered attendees
Your registration, transportation (via bus) and
access to the DV ISPE 25th Annual Exhibition
(Philadelphia) event – an ISA partnership
event the first evening of the symposium
While an identification number and barcode on an end
product are considered ubiquitous across so many
industries, the introduction of this technology within a
Pharmaceutical supply chain can bring complexity. This
presentation provides insights into a program
implementation strategy and considers some of the
challenges along the way.
This presentation is available at:
http://archive.isa.org/MSTemplate.cfm?Section=2014_FPI
D_Symposia&Site=Food_Pharmacy_Division&ContentID=9
5808
Last Year Most Surprising
Presentation
Confessions of a Counterfeiter
Exploiting the Not-So Best Practices of the
Pharma Supply Chain
It is described as the crime of the 21 st century.
Counterfeiting of key brands continues to grow seemingly
out of control in virtually every industry sector. In the
pharmaceuticals industry, the percentage of counterfeit
prescription medicines in the world is estimated to be 810%, equating to over $80 billion annually in lost revenue
for brand owners and creating a serious public health risk.
Can we, operating in the legitimate supply chain, thwart
the efforts of the counterfeiters or are we simply innocent
victims of these profiteering criminals?
In this session the speaker takes a cynical look at the
vulnerabilities of the Pharma supply chain through the
eyes of a counterfeiter.
Last Year Special Presentation
Applying Control Theory to the
Real-Time Value Chain
The speed of business within plants and across entire
value chains continues to increase. While many executives
believe their industrial processes are in control, they are
concerned that their business is more and more out of
control. The solution is the effective application of control
theory to both the production and business processes of
Food and Pharmaceutical companies. While production
processes are typically confined to individual plants,
business processes are more expansive across enterprises
and even entire value chains. This presentation will
provide insight on how the expertise embedded in
automation engineering and capabilities within
automation systems and software are the keys to meeting
these emerging challenges.
Ron Guido
Peter Martin
Ron Guido is president of LifeCare Services, LLC, a
consulting firm in the health care industry specializing in
brand protection and supply chain management. He has 36
years’ experience with Johnson & Johnson. His most recent
role was Vice President, Global Brand Protection and
Supply Chain Integrity. He is broadly recognized in the
industry as a leading authority on anti-counterfeiting
practices and technologies. Ron has an undergraduate
degree in Industrial Engineering from Rutgers University
and a Masters in Engineering from New Jersey Institute of
Technology.
Peter Martin, Ph.D, is vice president, business value solutions, for
the Software and Industrial Automation division of Invensys plc.
He joined The Foxboro Company in 1970 and has worked in a
variety of positions in training, engineering, product planning,
marketing and strategic planning. He is a world-renowned
industry expert. He holds multiple patents, including patents for
dynamic performance measures; real-time activity-based costing;
closed-loop business control; and asset and resource modeling.
He has published numerous articles and technical papers and has
authored or co-authored three books: Bottom Line Automation;
Dynamic Performance Management: The Pathway to World Class
Manufacturing; and Automation Made Easy: Everything you
wanted to know about automation – and need to ask. In 2002,
Martin was named one of Fortune magazine’s “Hero of U.S.
Manufacturing” and one of InTech magazine’s 50 most influential
innovators of all time in instrumentation and controls. In 2009,
he accepted the ISA Life Achievement Award, recognizing his
work in integrating financial and production measures that
improve the profitability and performance of industrial process
plants.
This presentation is available at:
http://archive.isa.org/MSTemplate.cfm?Section=2014_FPI
D_Symposia&Site=Food_Pharmacy_Division&ContentID=9
5808
This presentation is available at:
http://archive.isa.org/MSTemplate.cfm?Section=2014_FPI
D_Symposia&Site=Food_Pharmacy_Division&ContentID=9
5808
Last Year FPID Director
Presentation
Evaluating Virtualization of a
Control System for use in a
Production Environment
As control systems age, considerations must be made on
the lifecycle of the control system and how the system will
be maintained in the future. One of the considerations is
the hardware platforms availability that will run the
system. How should the system be replaced as this
hardware ages? Should the existing hardware on a
production Distributed Control System (DCS) system be
replaced with standard PCs and server hardware, or
should the installation be moved to a virtual system?
Last Year Conference Chair
Presentation
Business-to-Shop Floor
Integration:
The Critical Link in Serialization
Serialization crosses the boundary between business
systems and shop floor systems, potentially exchanging
information about every single produced element. This
can substantially increase exchanged information beyond
current exchanges. This communication must be two way,
with pre-allocated but unassigned IDs passed from
business systems to shop floor systems, and assigned and
unused IDs passed back from the shop floor to the
business system. The MESA B2MML schemas provide a
vendor independent method for exchanging this
information and this session will how B2MML and other
existing standards can be applied to secure serialization
projects.
Mike Baldauff
Mike Baldauff is an Automation Engineer at Fujifilm
Diosynth Biotechnologies with 22 years of experience in
the pharmaceutical and chemical industries. He is an ISA
Certified Automation Professional (CPA). He is a volunteer
leader at ISA currently serving as the Vice President of
District II and the director of the ISA Food and
Pharmaceutical Division. He has expertise in both DCS and
PLC systems implementations with Chromatography
Systems, Fermentation, Cell Culture, Centrifugation, CIP,
and SIP.
This presentation is available at:
http://archive.isa.org/MSTemplate.cfm?Section=2014_FPI
D_Symposia&Site=Food_Pharmacy_Division&ContentID=9
5808
Dennis Brandl
Dennis Brandl, founder of BR&L Consulting, has been an
instructor in manufacturing IT, PLM for the process industries,
batch control systems, business-to-manufacturing integration,
validation, and regulated industry compliance for the past 15
years. He is an expert at assisting groups in developing long
lasting consensus, documenting the consensus, and developing
tools to maintain the consensus. He has led diverse groups in the
development of user requirements, systems designs and
internationally accepted standards.
He is internationally recognized expertise in the areas of
Manufacturing IT, including Manufacturing Execution Systems,
business-to-manufacturing
integration,
General
Recipe
implementations, international assignment management
functions in HR, compensation, payroll, finance, and vendor
management. He has been involved in MES, batch control, and
automation system design and implementation in a wide range of
applications over the past 25 years. Dennis has been an active
member of the ISA 88 Batch Control System committee and the
ISA 95 Enterprise/Control System Integration committee since
their inception.
This presentation is available at:
http://archive.isa.org/MSTemplate.cfm?Section=2014_FPID_Sym
posia&Site=Food_Pharmacy_Division&ContentID=95808
What is Automation?
By Peggie Koon , ISA President
In my last post, I shared details about ISA’s Summer
Leaders Meeting (SLM), including our first Automation
Advisory Council meeting and the strategic visioning and
planning sessions that were held and next steps. In that
meeting we discussed how ISA’s use of the words
“automation” and “automation professional” might make
some members of ISA (and members of the automation
community, including automation industry executives) feel
as if ISA no longer focused on the needs of the control
industry or its professionals. During this discussion, it was
noted that “automation refers to delivery and control
refers to function.” We were also challenged to tell our
story more – so that people understand what automation
is and all the cool things automation professionals do.
So, what’s my story?
As I have reflected on the AAC meeting and ISA’s strategic
goals, the discussion AAC members had about the role of
ISA and the difference between automation and control
still resonates with me. I keep hearing the phrase: “We
need to tell our story” over
and over again in my head. I
cannot help but recall my
years as an automation
professional, responsible
for process control and
plant/process automation
at
the
Graniteville
Company,
a
textile
manufacturing company that was later acquired by
Avondale Mills. I began my career as a Process Control
Manager for Graniteville Company, responsible for process
control systems and operations of the 46+ machines (and
over 10,000 control points) in the Greg Plant, the dyeing
and finishing facility at the company.
During that time all of the automation professionals for
the
plant—instrumentation
technicians,
titration
operators, process control console operators and control
systems engineers, and process automation software
programmers, analysts, system engineers and network
managers—reported to me. My role was then expanded to
include responsibility for automation of plant systems
across the company, including automated weaving,
inspection, and booking systems (BARCO) for the Greige
mills; process control systems for slashing and indigo
dyeing; automated finished roll inspection and automated
finished roll booking (EVS/BARCO) systems.
If it was on a Graniteville Company plant floor, I proposed
a plan for implementing process control and/or process
automation to regulate and optimize the operations
(people and resources), processes, and work flows
associated with it; and my team implemented the plan.
When Avondale Mills acquired Graniteville, my role and
the company’s automation effort expanded even more to
include Avondale facilities in Monroe, Georgia, and
Sylacauga, Alabama.
It was during my years as an automation professional at
Graniteville that I became involved in ISA. My team and I
were able to do many innovative things in automation
because of our relationships with process control and
process automation vendors and because of the products,
services, and the network of experts at our disposal via
ISA. That’s my story!
Automation vs. Control: What’s the Difference?
In those days, we talked about process automation and
process control as two separate disciplines. In fact, my
department was responsible for both process automation
and process control at the company, and while skillsets for
the two areas of responsibility had some overlap, the
responsibilities of the two groups were usually vastly
different—complementary but different. When I heard
the word automation, I immediately preceded it with the
word “process,” which defined a set of requirements
completely different from those associated with process
control. At that time I did not consider the use (or
meaning) of the word automation alone without its
“process” companion. At least that’s what I thought back
then.
Now take a look at the ISA website’s section entitled,
“What is Automation?” That’s a great question. And
although we might assume that most people know what
automation means, the fact of the matter is that there is
still some confusion among ISA members, automation
industry leaders, and members of the automation
community about ISA’s use of the word automation and
its meaning.
So, let’s take a look at the question again, starting at the
beginning.
What is Automation?
The Merriam-Webster dictionary defines automation as
“the technique of making an apparatus, a process, or a
system operate automatically.”
Ok, so this definition uses a form of the derivative word
automatic. The word automatic means (in reference to a
machine or device): having controls that allow
something to work or happen without being directly
controlled by a person (Merriam-Webster online)
What is control?
Merriam-Webster provides several definitions for control:
to direct the actions or function of (something); to cause
(something) to act or function in a certain way; the ability
to exercise restraining or directing influence
over: regulate.
My favorite definition of control comes from theBox and
Jenkins’ book, Time Series Analysis, Forecasting and
Control, which defines it as follows: “Control refers to our
desire to affect the outcome of some process or set of
conditions. In the industrial manufacturing environment,
knowledge of how the process should behave under
normal conditions is used to identify and eliminate
process variations. Both manual and automatic
techniques are utilized in this effort.”(Read more at:
Understanding the Role of the DCS: Real-time Optimized
SPC/SQC ).
What is process control?
more efficiently and cost effectively. The typical levels of
automation once resulted in islands of automation not
integrating with corporate or other manufacturing
systems, causing the information about the process to only
be available locally at the machine and plant levels.
Integration of production systems with other systems has
provided a more pro-active management environment,
resulting in the ability to better control the process. In
addition, this integration has fostered a more real-time
understanding of the state of a facility (and ultimately the
company) by making the information from the plant floor
machines accessible by the necessary levels of
management and support services throughout the
company.” The paper includes a case study of Avondale
Mills, which lists all of the process control and process
automation systems that were implemented by my team.
(Read more at: Making Change.)
My favorite definition of process control comes from the
Foxboro Company’s Introduction to Process Control,
which defines it as: “the regulation or manipulation of
variables influencing the conduct of a process in such a
way as to obtain a product of desired quality and
quantity in an efficient manner. In this sense, process
control refers to achieving the execution of the control
actions required to eliminate the special causes of
variation from the process and to achieve desired target
values or setpoints for the controlled variables in that
process. Both manual and automatic techniques are
utilized in this effort.” (Read more at: Understanding the
Role of the DCS: Real-time Optimized SPC/SQC ).
Notice that in this paper the word automation is used to
refer to an effort that includes both process control and
process automation.
So what’s the difference?
ISA’s use of the word automation is inclusive – the ISA
definition includes control!
A few years after I wrote the paper referenced above.
InTech magazine published my article entitled, “Textile
Firms Automate to Survive: here’s how Avondale Mills
does it.” The article was based on a paper I wrote for ISA
entitled Making Change. In the article (and paper) I talk
about how my team successfully implemented
automation, including process control.
Here’s what I wrote then: “During the past decade, textile
companies have accomplished a certain level of process
automation by replacing older equipment with newer
machines
which
are
micro-processor-based
via
capitalization. These islands of automation have positively
impacted quality, productivity, and overall machine
efficiency. Like most companies, textiles recognize that in
order to continually compete in the global market-place,
they must continue to produce high quality products costeffectively. …these companies are beginning to utilize
computer technology to extend the automation effort from
the machine level to the plant floor to the entire company.
Process control and process automation are being achieved.
The automation effort that has been extended to every
level of the process (and every related job) ensures that
productivity is enhanced and that every job is performed
Let’s look again at Webster’s definition of automation:
having controls that allow something to work or
happen without being directly controlled by a person.
Now compare this definition (which includes/refers to the
root word control twice) to ISA’s definition of
automation: “the creation and application of technology
to monitor and control the production and delivery of
products and services.”
What about automation professionals? Who are they?
Am I included?
Using ISA’s definition, the automation profession
includes “everyone involved in the creation and
application of technology to monitor and control the
production and delivery of products and services.”
The automation professional is “any individual involved
in the creation and application of technology to monitor
and control the production and delivery of products and
services.”
……That means YOU!
See more at: https://www.isa.org/about-isa/what-isautomation/#sthash.Rj8ARSRq.dpuf
Does ISA membership provide value to an automation
instrumentation technician, an automation engineer,
an automation manager, an automation project
manager, etc.?
The answer is a resounding “YES.” If you are involved in
automation, you are an automation professional. And
ISA exists to provide products and services for you and the
company you serve—and to be an advocate for the
automation profession.
As a reminder, here’s what the ISA site says about the
formation of ISA: “ISA officially was born as the Instrument
Society of America on 28 April 1945, in Pittsburgh,
Pennsylvania, USA. It was the brainchild of Richard
Rimbach of the Instruments Publishing Company and grew
out of the desire of 18 local instrument societies to form a
national organization. Rimbach is recognized as the
founder of ISA. On 28 April 1945 a group of visionary
thinkers from local instrumentation societies met to
organize ISA. Industrial instruments, which became widely
used during World War II, continued to play an evergreater role in the expansion of technology after the war.
Individuals like Rimbach and others involved in industry
saw a need for the sharing of information about
instruments on a national basis, as well as for standards
and uniformity. The Instrument Society of America
addressed
that
need.”
Read
more
at:
https://www.isa.org/about-isa/history-ofisa/#sthash.9kmG5ZHe.dpuf
The site says that membership grew from 900 in 1946 to
6,900 in 1953 and continued to grow to over 28,000.
Because of this phenomenal growth internationally, the
ISA Council of Society Delegates approved a legal name
change to ISA—The Instrumentation, Systems, and
Automation Society—in the fall of 2000. In October 2008,
the Council voted to rename the Society to the
International Society of Automation. See more at:
https://www.isa.org/about-isa/history-ofisa/#sthash.9kmG5ZHe.dpuf
The name change was intended to be more inclusive—to
provide products and services to individuals around the
globe in professions related to automation. In other
words, ISA—the International Society of Automation—is
for all those individuals around the globe who are involved
in automation.
And the new name fits! Today ISA members and
community members number almost 37,000 from
countries
around
the
globe!
Why
is
it
important to
tell our story?
I remember as
a
process
control
manager I was
often asked to
conduct “tours” of Graniteville Company’s control room.
The room was filled with ABB/Bailey Controls consoles,
rows of I/O cabinets that housed the processors,
controllers, I/O cards, etc. Our system was completely fault
tolerant, and I always enjoyed asking the operators to
demonstrate the batch logic used to automatically set up
and run the machines to produce a lot of fabric, to take the
primary system offline and demonstrate how the system
automatically switched over to its hot back up and
continued to control the processes on the machines, never
skipping a beat! Those were the days!
When I think about it, it was easy for me to relate to and
understand the importance of automation and automation
professionals because I was responsible for the process
control and process automation systems at my company.
And because of my role, I was intimately aware of the
impact automation had on the operations, the quality (and
quantity) of the products we produced, as well as the
revenue generated via the sale of those products. My job
depended on how well we controlled costs which equated
to controlling every aspect of every step of every process
required to produce our products. I lived and breathed
automation.
But what about those who are not involved on a daily
basis in “the creation and application of technology to
monitor and control the production and delivery of
products and services”? How do we explain automation
to the lay person so she/he not only understands what it
is but also understands its value?
I also remember the confounded look on the faces of those
men and women who toured our plants. The plant
manager would bring these guests into my area first. They
had no idea about the processes required to make our
fabrics (or any textiles for that matter), and they were both
amazed and confounded by the concept that computers
were controlling the machines’ mercerization, bleaching,
dyeing, and finishing, water and chemical flows,
temperatures, speed, pressures, and more.
A part of my job included explaining process automation
and process control in lay terms so that they would
understand the value proposition. I spoke to literally
hundreds of potential customers, members of various
boards (of directors), potential partners, and/or investors
so they understood the importance and benefits of
automation. And I always started with a story—a story
about the air conditioning system in their homes, their
programmable microwave, or the cruise control system in
their car—something to which they could immediately
relate. Then I related my story to the control functions
being performed by the systems in the Control Room.
Today we still need to tell our story in a way that explains
the automation value proposition. But as I have mentioned
in previous articles there is a growing shortage of people
like you—automation professionals who make process
automation and process control possible. So how do we
tell our story in such a way that we promote STEM
education and encourage the next generation to pursue
STEM careers? How do we stimulate interest and
excitement about automation as a profession?
Are you an advocate for automation as a profession?
When’s the last time you told your story?
The Automation Advisory Council said that we ought to
tell our story. Twenty years ago I wrote several papers
about process control and process automation. A dive into
the ISA archives will reveal “oldie but goodie” titles like
Understanding the Role of the DCS: Real-time Optimized
SPC/SQC ), Controlling the Blues, Textile Firms Automate
to Survive- Here’s How Avondale Does It, Making Change,
Are you in Control, Managing More with Less, and more.
(See the full list at www.peggiewardkoon.com )
Today there are new stories to tell. Powerful stories about
automation as an exciting profession filled with
opportunities. Whether it’s a 60-second ride at Disney
World that is programmed to take you up, then turn you
upside down then sideways before returning you safely to
the drop off, or a car that senses an object in your rear and
automatically stops, or a plane that runs on “auto pilot” at
the flip of a switch to help ensure that it lands safely, or a
machine that automatically manufactures products, or a
shuttle that carries you from earth to the moon keeping
the conditions just right for life in space, or a car that
automatically shuts down its engine when you press the
brakes and your speed goes to zero then restarts when you
accelerate …automation is everywhere!
The more things change, the more they stay the same….
When I wrote those papers years ago, I had to justify
automation projects before they were approved for
implementation. Today we live in a world where
automation is expected and almost every business has
automated processes. And almost company either already
employs or will employ automation professionals. Even a
company like Amazon posted an opening for an
automation engineer! How cool is that! There has been
phenomenal growth in STEM careers in the US. What I love
most about this phenomenal growth is the innovative way
automation is being used not only to improve business
processes but to enhance our lives and optimize our use of
earth’s natural resources.
So, while the times have changed, what has not changed
is the need for more STEM education so that these much
needed opportunities in the automation profession can
be filled. According to the Automation Advisory Board,
to get people interested in automation and control, we
have to tell our story.
ISA and the Automation Federation (AF) are involved in
programs like FIRST® (For Inspiration and Recognition of
Science and Technology) and Project Lead the Way to help
students get excited about automation. In addition, ISA, in
conjunction with the US Department of Labor and industry
experts, has developed an Automation Competency
Model. The model defines requirements for all levels of the
automation profession, helping employers better
understand what skills they should look for in an
applicant.
And students can refer to the model to determine which
courses/certificates/certification programs are required
for
different
automation
fields/positions.
And,
finally, colleges and technical institutes can also use the
model to build competency-based curricula.
And
ISA
and
the
AF
are
working
with
Cleveland Community College (CCC) and the federal
government to develop Mission Critical Operations
training programs that encompass STEM education for
those who support mission critical operations of a
company,
including
industrial/operational
and
information
technology.
This
government-funded
program will be piloted at CCC, the University of North
Carolina at Charlotte, and other colleges to develop a
template/competency model for this type of STEM
education
at
technical,
community, and four-year
colleges across America. Read
more
about
it
at:
http://automation.isa.org/20
14/05/are-you-qualified/
ISA is telling our story!
When’s the last time you
shared yours?
Get involved!
About the Author
Peggie Koon, Ph.D., is vice president of audience at
Chronicle Media and The Augusta Chronicle, which are
part of Morris Publishing Group, LLC, a privately held
media company based in Augusta, Ga. Prior to joining
Morris, Peggie spent more than 25 years developing IT
systems for process automation and process control in a
variety of industries, including automotive, nuclear
defense, aerospace, nuclear reprocessing, thermal
ceramics and textiles. Peggie assumed her first ISA
leadership position in 1996 as membership chair of the
Management Division and has held a variety of prominent
leadership roles in the Society. She earned a bachelor’s
degree in mathematics from Smith College in
Northampton, Mass. and completed graduate studies in
industrial and systems engineering at the Georgia Institute
of Technology. She received a doctorate in management
information systems from Kennedy Western University in
Cheyenne, Wyo.
Training
solutions appropriate for
environments. More Details
SCADA
or
plant
floor
Ethernet and TCP/IP on the Plant Floor
Ethernet is fast becoming the new standard for industrial
control networking worldwide. Using process control
concepts, this seminar explains both Ethernet and TCP/IP
as they apply to the plant floor. Included are topics such as
the various types of copper and fiber based Ethernet, how
to design Ethernet cabling systems, and principles of
network security. You’ll also look at the differences
between repeaters, bridges, switches, and routers and how
to correctly implement them. Real life examples and case
histories will help you understand the truth about
Ethernet and TCP/IP and how to use both effectively in
your plant. More Details
Intro To Applying the Batch Control
Standard ANSI/ISA88.01
This seminar will give you a detailed introduction and
overview to flexible manufacturing strategies, as defined in
the ANSI/ISA88 standards. This seminar illustrates the
architecture and methods required to achieve this
functionality in PLC, DCS, and PC based systems, and in
manually operated systems. You’ll leave with an
understanding of the goals of the standard, how to apply it
in flexible manufacturing situations, where it can be used,
issues and problems it addresses, and an understanding of
the recipe and equipment structures used for batch
control. More Details
Using the ANSI/ISA99 Standards to Secure
Your Industrial Control System
The move to using open standards such as Ethernet,
TCP/IP and web technologies in SCADA and process
control networks has begun to expose these systems to the
same cyber attacks that have wreaked so much havoc on
corporate information systems. This course provides a
detailed look at how the ANSI/ISA99 standards can be
used to protect your critical control systems. It also
explores the procedural and technical differences between
the security for traditional IT environments and those
Implementing
Business
Integration
Using
the
Standards
to
MES
ANSI/ISA95
Manufacturing Execution Systems (MES) and other
manufacturing operation systems, such as maintenance
and quality management, are difficult to specify, design,
and implement. These systems often overlap with business
logistics systems, batch execution systems, manual and
automated control systems. They also have significant
integration requirements with other systems. More
Details
Program
Committee
Andre Michel
Symposium Website
Administrator
amichel300@gmail.com
Alex Myers
ISPE DVC Chapter/Society Level
Coordinator
alexander.j.myers@gsk.com
Bill Dugary
Conference Chairman
dugaryw@ace-net.com
Joe Zegan
Treasurer
JZegan@miniat.com
Alex Habib
FPID Liaison
alex-habib@msn.com
Pamela Bruen Docherty
Symposium Host
Pamela.bruen@siemens.com
Rodney Jones
Sr. Administrator, Technical
Divisions and Conferences at
ISA
rjones@ISA.org
Michael Baldauff
FPID Director
michael.baldauff@diosynthrtp.com
Dave Adler
Program Chair
davidadler@comcast.net
David O’Brien
2016 Symposium Representative
muirteic@gmail.com
Welcome New
Members of ISA’s
Food &
Pharmaceutical
Division
Name
Mr. Salvatore C. DiRusso, CCST
Mr David Hogan
John Bonner
Joel Camirand
Emerson Cabisidan
Jeffrey Jackson
Mr. Iain Logie
Ricardo Ernesto Hernández Serrano
Albert Weihofen
Mr. Wade Howarth
Matthew Dedek
Mr Arihanthkumar B
Mr Prasanna Shanmuganandam
Iader Herreno
Edwin Jared Tapias Leon
Mr. Stephen Totten
Mr Nigel McGrath
Jagadish Rao
Fernando Rafael Hernández De León
Lorenzo Campbell
Jeffrey Derby
Isabelle MEURIOT
P. Mohan Kumar
Tomas E. Albesano
Mr Zigor Lizuain Echevarria
Mr. Aaron T. Godwin
Mr. Roger G. Manternach, CAP
Mr Blake A Pendleton
Mr. Sam K. Kemp
Mr. Kenneth L. Kramer
Rick Hildebrand
Hector Oswaldo Nolasco Abarca
Alan Cohen
Prakash Kamath
Aquiles Rodrigues Do Eiró
Mr. Alan Ned Christensen
Mr John McPhillips
Gerald Aylward
Cristiane Rodrigues De Mello
Jayant Kapoor
Deepak Gupta
Julio Alexander Rodríguez Clemente
Abraham Ernesto Rodríguez Escapini
Sean Bruen
Yoseph Buitrago
Michel Staal
Garrett Hunt
Mrs. Christine Bush
Mr. Jason Lapp
Mr. Mario Franceschini Porrata
Mr. Dennis Thomas
Jeff DeWald, ISA84 SFS
Dr. Babu Sivaraman
Avan Shah
David A Erdy
Dermot Gleeson
Mr. Ravi Karunakaran
Mr Anantha Krishna Shubanna Rao
Mr Sabarieswar Sairam
Mr Silambarasan Radhakrishnan
Mr Siva Kumar Ravi Kumar
Mr Subramaniam Sriram Peruman
Mr Thennavan Ramasamy
Mr Udaya Kumar Arumugam
Mr Vignesh Krishnasamy
Laurent Bitjoka
Mr. Hector Carrillo
Victor E. Bertorelli
Franklin Tellez
Krishna Ramsahai
Mr John G Murphy
Mr Jonathan David Madrid
Mr. William Walsh
Mr Alexandre Junio Quiteria
Cheryl Benson
Timonthy Goebel
Mr. John R. Krenzke
Mr. Brian H. Jennings, CAP
Mr. Rodney Lam
James B. Burke
Mr. Dave Stewart
Mr. Steve Zoll
Mr. Shane Malavenda
Mr. Adrian G. Syme
Mr. Jorge Alberto Munoz
Daniel DiMatteo
Mr. Stephen J. Malyszko
Mr. Lester Jollie
Mr. Michael Fogarty
Denis O'Connor
Ms. Sujata Arvind Tilak
Mr. Robert Zinn
Mr. James E. Bouchard
Mr. David B. Schultz
Mr. Joseph B. Borneo, Jr.
Mr. J. S. Wiley
Mr. James C. Wilson
Ms. Christine A. Latta Sproull
Mr. Christopher H. Davis, CCST
Mr. Daniel Allen Updyke
Mr. Debadeep Mukherjee
Mr. Ramkrishnaiah Thuruvekere
Ravishankar
Mr. Glenn Sameshima
Mr. Marc Forand
Mr. Robert M. Forlenza
Guy Acciai
Mr. Tom Hamilton
Mr. Travis A. Holley
Mr. Jeffrey L. Gamber
Mr. Kevin Desgrosellier
Mr. Denny Walker
Mr. Edgar R. Mendez
Mr. Todd Simon
Mr. Christopher Blackwell
Mr. Francisco Eugenio Marcondes De
Souza
Mr. Aldrian Macua
Mr. Jeff Holcomb
Mr. Melvin Lawrence Dsouza
Chris Harvey
Jesuangel Perez
Mr. Paulo Roberto Gallo
Mr. Moises Lombera Sandoval
Mr. Brian Kochan
Mr. Carl James Accettura
Mr. Steve Wood
Mr. Mark Hurd
Joseph Leuser
Ian Anthony Gray
Mrs. Lalehan Can
Mr. Ken Bauer
Mr. Vikas Anwekar
Carol Jensen
Richard Whitehill, Jr.
Carrie Troester
Mr. Ryan Murphy
Mr. Evandro Ricardo Santos
Frank B. Paolini
Rondinelli De Paula Pereira
Glenn Parker
Mr. SHARAT VARMA
NADAMPALLI
Mr. Thomas A. Barr
Andre Michel
Mr. David Milo Stroven
Mr. Liam G. O'Brien
Troy A. Emery
Mr. Richard Lee Eckstein, Jr.
Mrs. Fabienne Lens
Gerard Murphy
Mr. Alex Sandoval
Mr. Paul Aron Gamboa
Mr. Bret A. Fisk, PE
Mr. Michael J. Dougherty
Mr. Karam Vir Rehani
Mr. John M. Lance
Mr. Derek Stenhouse
Mr. Patrick M. Martin
Mr. Thomas W. Reilly
Mr. James M. Robinson, CCST
Mr. Dennis M. Hoey
Mr. Russell J. Regan
Ms. Uma Balakrishnan
Mr. Stephen V. Meanor
Mr. Dan Miller
Mr. Vaidee Sampathkumar
Mr. David W. Hubbard
Jose Luis Pagan, Jr.
Oscar G. Duran Vizcarra
Mr. Daniel R. Gunderud
Mr. Tom Ruddie
Mr. Sambhaji Ramrao Salunke
Mr. Kyle Wilson
Mr. Jason Fletcher
Mr. Guillermo Alberto Camacho
Mr. Ellery B. Raitt, CCST
Mr. Darren O'Brien
Mr. Jeff B. Young
Mr. Emerson Oliver Kirby
Mr. Christopher Nicholas Ieronimo
Mr. Samuel Allen Lipscomb
Steven P. Chapman
Travis Thompson
DeMario Marques Caldwell
Raymond Gomez
Mr. Curt T. Spycher
Mr. Lucas A. Atkins
Eric L. Van Den Top
Aarti Arumugam
Mr. Philip Lensky
ML Ross
Victor C. Timar, Jr.
Mr. Ashish Desai
Eleftherios Hristofas
Mr. Leonard Mark Newsome
Mr. Gilbert C. Moot, II
Max Kiehlmeier
Mr. Danny Makhijani
Mr. Juan A. Villanueva Cisneros
Chad Greenfield
Mr. Alvaro A. Patino
Ms. Jenifer V. Gonzalez
Mr. Julian D. Guaqueta
Ms. Chiara A. Seidel
Mr. Nelson Alejandro Rincon Pinzon
Ms. Laura V. Barraza
Mr. Sergio A. Vacca
Mr. Jeffer A. Fagua
Mr. Samuel Castro
Mr. Fabier A. Rozo
Mr. Javier L. Baron
Mr. Andres F. Ardila
Mr. Sergio J. Diaz
Joseph Buono
Mr Scott A. Cibrian
Eduardo Alberto Lozano Sampson
Mr. Gregory McCoy
Mr. Earle B. Taylor, CAP
Greg Sumners
Mr. Joseph Antonucci
Dr. Alan G. King
Mr. Robert Earl Fredrich
Mr. Andrew Scaife
Mr. Michael J. Myers
Mr. Julius Z. Knapp
Mr. Richard A. Poppler
Mr. James J. Ostendorf
Mr. Jeffrey K. Eaton
Mr. J. R. Buthmann
Mr. Scott A. Klages
Mr. Vinicius Martins
Mr. Darren L. Goodlin
Mr. Neria Daniel
Mr. Glenn Restivo
Dr. Ole Abildgaard
Mr. Peter L. Den Hollander
Mr. Tom Flahive
R. Slaager
Mr. Kenvin Campbell
Mr. Ole Friis
Cleiton Moya De Almeida
Mark King
Mr. Mark Lee Matheson
Mr. Mark Gray
Mr. Brian Hernandez
Ammar Mahmoud Al-Hammad
Mr. Chris Figura
Wesley K. Brown
David Forte
Mr. Stielf A. Erdmann
Chuck Maccini
Seth Motes
Mr. Charles Fuller
Mr. Samuel E. Kindelan Gomez
Mr. Anil Skaria Isaac
Ms. Sanusha Galappathy
Peter Wilson Gugel
Mr. Jeremy E. Avellano
Justin Vargas
Mr. Shahanshah Manzoor
Rolando Alberto Mendoza Zepeda
Mr. Max Takayuki Yanagimachi
John Brown
Ms. Rekha Priyadarshini Albert
Dhayakaran
2014 Division Officers
Mike Baldauff
Division Director
michael.baldauff@merck.com
André Michel
Director Elect
amichel300@gmail.com
Bill Dugary
Newsletter Editor
dugaryw@ace-net.com
Gary Campbell
Webmaster
gcampbellisa@cox.net
David Adler
Special Assignment
davidadler@comcast.net
Dennis Brandl
Special Assignment
BR&L Consulting
(919) 852-5322
DnBrandl@BRLConsulting.com
Rodney Jones,
Staff Contact
(919) 990-9418
rjones@isa.org
Alex Habib, PE
Past Director
Industry & Science Department VP
alex-habib@msn.com
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