Standards

Bronze_ruler._Han_Dynasty_206_BCE_to_CE_220._Excavated_in_Zichang_County._Shaanxi_History_Museum_Xian.jpg

Feb 23 2022

Standards, China, and the Industrial Revolution

[Featured image: a Han dynasty bronze ruler]

As a general principle, in manufacturing, you need to do the work the same way every time if you want the output to be consistent. In some cases, like extracting metals from ores, you need to tweak processes to produce consistent output from raw materials of varying compositions. Then the tweaks themselves must be executed consistently so that the response to a particular variation in ore content is always the same.

Standards are an area where China had a 2,000-year headstart but neither the scientific nor the industrial revolutions occurred there.

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Oct 27 2015

Standardization Doesn’t Stamp Out Creativity | The Deming Institute Blog | John Hunter

“[…] One of the things I find annoying, in this way, is that reducing variation and using standardization is said to mean everyone has to be the same and creativity is stamped out. This is not what Dr. Deming said at all. And the claim makes no sense when you look at how much emphasis he put on joy in work and the importance of using everyone’s creativity. Yet I hear it over and over, decade after decade.”

Sourced through Scoop.it from: blog.deming.org

Michel Baudin‘s comments:

Yes, the metric system did not stifle anybody’s creativity. By making commerce, engineering, and science easier, it actually helped creative people innovate, invent, and discover.

But when Deming says “Standardization does not mean that we all wear the same color and weave of cloth, eat standard sandwiches, or live in standard rooms with standard furnishings,” he seems to exclude the possibility that standardization could be abused.

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Dec 6 2013

Confusion Over Standards: Limits or Basis for Innovation? | Industry Week Blogs | Jeffrey Liker

See on Scoop.it – lean manufacturing

“As an undergraduate engineering student I spent a term in the offices of a nuclear power company writing standards. I sat at a desk, with a typewriter, and nuclear engineers fed me information while I wrote the standards. Standard 300.47.3.1. I had never been to a nuclear power site and had no idea what I was writing about, and I am pretty certain nobody at the site had memorized the tens of thousands of standards. They were aimed at the Nuclear Regulatory Commission who audited the company so we could prove we were safe. To the best of my knowledge pieces of paper never prevented a nuclear crisis.”

Michel Baudin‘s insight:

Jeffrey Liker chimes in on the issue of standards. While efforts to clear up the confusion on this topic in the context of Lean are praiseworthy, I think the terminology of “Standardized Work,” and “Work Standards” itself is hopeless.

Every author uses them differently, there is no hope of achieving consistency, and the word “standard” comes with too much undesirable cultural baggage, as illustrated by Jeffrey’s anecdote quoted above. As a result, every discussion of this topic is Tower-of-Babel project review.

Just because Toyota in the US uses terms doesn’t mean we have to, as they often are mistranslations of its own, Japanese terms, which themselves are not necessarily clear.

That’s why I prefer to talk about “work combos” for specifying how different tasks performed at different stations are combined into an operator job that fills the takt time, and “work instructions” for the breakdown of each task into steps with key points.

Then we can reserve the word “standard” for external mandates and internally generated rules and protocols used, for example, in quality problem-solving with suppliers.

See on www.industryweek.com

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Nov 6 2013

Standards and Opportunities for Deviation

“Every time you set a standard, you create possibilities for deviations, and the need to respond,” David Meier said. The setting was a presentation on problem-solving at a corporate in-house conference. It struck me as a concise statement of why managers should issue standards only where clearly and unquestionably useful.

Unnecessary standards were discussed in an earlier post, but the topic is worth revisiting in greater detail, first because there are so many of them in companies, making work life more complex than it has to be, and second, to elaborate on their impact on the organization.

Standards are rules set for others to follow, and rarely welcome, particularly when these others are thereby  required to change behaviors they consider rational and appropriate, and sometimes more advanced than the standard. If you don’t enforce your unnecessary standard, your hurt the credibility of all your standards, including the useful ones; if you do, you turn into Captain Queeg, as he “tried to run the ship properly, by the book.”

All pens different
All pens different
All standard pens
All standard pens

The reception desk in the lobby of the building where the conference took place had a holder  full of pens for visitors to sign in. No two pens were alike. A Captain Queeg would have had none of that; he would have mandated a model of pen and a color of ink, and set  up regular audits to monitor compliance.

Office 5SThe example David gave was of office 5S zealots in Germany who had marked a location for a computer mouse on an individual’s desk and written him up for not complying. Last year, Mark Graban had posted a similar example of “5S” at a desk in the UK, shown on the right.

It reminded me of my experience of working in a Japanese office in the 1980s. It was a room with about 30 gray metal desks arranged in facing rows without any partitions. Everywhere else I have worked, each desk had its own supplies of staplers, staple-removers, scissors, glue sticks, etc., but it was not so in that office. These were shared resources, stored in a transparent plastic chest in the center of the room,  with a label for each compartment.

This arrangement sounds right out of a Staples commercial, but that was the way it was. What struck me about it,  however, was that the sharing created the need for labeled locations and for the discipline to return the items to assigned locations after use. This approach might make sense in offices used in hotelling mode. Everywhere else, however,  each office worker has a dedicated desk that comes with a set of  tools, that the employee organizes as he or she sees fit.

In the 21st century, the tidiness of desks does not have much to do with the performance of an office. What really makes a difference is the way information is organized on its computer network, and that is not visible when you walk through the office. But effective ways to do this are a whole other discussion. In factories, 5S in the offices is sometimes justified “to show solidarity with the shop floor.” It has been suggested to me that a better way to show solidarity might be to make the offices as hot, smelly and grimy as the shop floor.

Sometimes, the consulting companies that guide 5S implementation in client offices do not practice it in their own. In one particular firm, as consultants were in the field most of the time, they had no permanent desk, and grabbed an available one when they happened to be in town. With such a system, you might have expected the rooms to be numbered, and to have a magnetic board at the entrance with token for each present consultant to mark on a map of the facility where he or she could be found, but the managers felt that such a board would have been “ugly.” They never told me why they didn’t number the rooms. To locate a consultant you had to call his or her cell phone, and then follow instructions like “go left at the top of the stairs and it’s the third door to the right.”

Besides the size of steel balls at the end of motorcycle brake handles and company email addresses listed in my earlier post, there are many other things that are better off not standardized, and prominent ones include the analytical tools used in problem-solving.

The institutions of the quality profession in the US still promote as a standard the 80-year old tools of SPC, as if the art of collecting and analyzing data had not evolved since 1930. These tools are obsolete, but it would be a mistake to replace them with another set as a new standard.

There should be no standard. The professionals who work on improving quality should learn to use a broad variety of tools, and should be free to use whichever they think may help in their current circumstances. And they should always be on the lookout for new approaches and new technology.

Likewise, Value Stream Mapping (VSM) has, in the past 15 years, been elevated in the US to the position of a standard that all Lean practitioners are mandated to use. The need to map flows of materials and information in a manufacturing supply chain is often real, but there is no need for it to be done in a specific format with a specific set of symbols.

In fact, what happens in both situations is that formal compliance with the standard rapidly becomes the only criterion against which the outputs of quality or flow improvement teams are reviewed. The tools, their appropriate use, and their range of applicability are understood neither by the teams mandated to use them nor by the auditors who make sure they do, and the result is wallpaper.

 

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Operator instruction sheets

Jul 9 2012

What are standards for?

Many discussions of standards in a Lean context do not address purpose. In Manufacturing, product quality cannot be guaranteed unless the same operations are done the same way on every unit, regardless of time, shift, day, or even plant. This is why you need Work Standards and Job Breakdown Sheets. To achieve high productivity, you then need to design operator jobs to fill up the takt time with useful work, consistently throughout their shift, and without overburdening them. This is the purpose of Standardized Work, which is visible in manual assembly in the form of Yamazumi charts and, where human-machine interactions are involved, Work-Combination charts.
What is remarkable in Lean plants is that management pays attention to standards and that operators actually follow them. Elsewhere, the standards are in 3-ring binders sitting unread on shelves and containing obsolete information, with the knowledge of how the work is actually done residing only in the heads of the people who do it (See Figure 1).
Figure 1. Operator instructions in binders
To make sure the binders are actually on the shelf and in the proper order, it is becoming common as part of 5S to run tape across the back as shown here. The primary purpose of such binders is to show their own existence to auditors. There usually is no space or music stand provided near operator work stations to hold then open. The content is usually based on verbose boiler plates and generated by writers who do not leave the offices. Clearly, this is not an effective method to direct how work is actually done. The Lean approach is to provide instructions in A3 sheets posted above each station. For examples, see Figures 2 and 3; for details, Lean Assembly, pp. 157-163 and Working with Machines, pp. 133-153.
Figure 2. Assembly instruction sheets for stations and Yamazumi Chart for an assembly line
Figure 3. Work-Combination Chart for Machining in a cell
The relationship between standards and Kaizen is complex. The existence of effective standards is not a precondition for improving operations, or else too many operations would be impossible to improve. Once standards are in place, however, they provide a baseline for future improvements.
In general, standards constrain what people do, and don’t work well when developing them turns into making rules for others to follow. An overabundance of standards, and rigid enforcement, can stifle the very creativity we want to nurture in the work force. There are two approaches to solving this dilemma that need to be used jointly:
  1. Avoid unnecessary standards.
  2. Have the standards include a transparent and simple process for improving them.

Avoiding unnecessary standards

Consulting for Motorola some years ago, I remember being shown a stack of organization charts from at least 20 engineering groups, and no two of them were in the same format. There were all sorts of rectangular or rounded boxes and straight of curved connections. Most were in the usual pyramid shape, but some were inverted, with the manager at the bottom and the individual contributors on top. All charts were equally easy to read, but there was also a clear message: “We are a company of 40,000 entrepreneurs, and we don’t standardize what doesn’t need to be.”

Unnecessary or counterproductive standards

The opposite extreme is the German standard (DIN) that specifies the size of the balls at the end of motorcycle brake handles. According to Kei Abe, who designed motorcycles at Honda in the 1960s, when Soichiro Honda found out about this standard, he said: “The German motorcycle industry is doomed.”
Figure 1. Ball at the end of motorcycle brake handle
Employee email addresses are an area where standardization is directly detrimental to the objectives pursued by the company. Except for those involved with sales or public relations, most companies do not publish their employees’ professional email addresses, so as to protect them from spammers and recruiters. Yet they generate these addresses in standard formats, the most common being first-name.last-name@domain-name.com. This standard is easily inferred from the business card of a single employee, and enables any outsider to build an email list by retrieving names from a social network and formatting them to the standard.

Necessary standards

In Manufacturing, here are some examples where standards are necessary but frequently not in place, starting with the most obvious:
  • System of units. In US plants of foreign companies, it is not uncommon to encounter both  metric and US units. Companies should standardize on one system of units and use it exclusively.
  • Technical parameters of the process, such as the torque applied to a bolt, or die characteristics in injection molding, diecasting, or stamping.
  • Instruction sheet formats. Supervisors who monitor the work with the help of instruction sheets posted above each station need to find the same data is the same location on the A3 sheet everywhere.
  • Operator interfaces to machine controls. Start, and emergency stop buttons should look alike and be in consistent locations on all machines. So should lights, sounds, and messages used for alarms and alerts.
  • Andon lights color code. Andon lights are useless unless the same, simple color code is used throughout the plant, allowing managers at a glance to see which machines are working, idle, or down.
  • Performance boards for daily management. Having a common matrix of charts across departments is a way to ensure that important topics are not forgotten and to make reviews easier. For a first-line manager, for example, you may have columns for Safety, Quality, Productivity and Organization, and rows for News, Trends, Breakdown by category, and Projects in progress.

Corporate Lean groups and standards

At the corporate level, standards are necessary for operational data provided by the plants. On the other hand, it is easy for Corporate to overreach in mandating management and engineering practices at the plant level. Corporate Lean groups, for example, have been known to demand current and future state Value-Stream Maps from every shop of every plant as a standard. Such maps are then dutifully produced by people who do not always understand the technique and its purpose, and whose organizations may be functional departments rather than Value Streams. These maps are then
posted on walls for visitors to see.
More generally, corporate Lean groups should refrain issuing standards that mandate implementation tactics at the plant level. Tom DeMarco made a useful distinction between methods and methodologies. Methods are like tools in a box: as a professional, you pick which ones to use as needed to solve the problem at hand. A methodology, on the other hand, walks you through a sequence of 12 steps that supposedly leads to a solution regardless of what the problem is. A methodology is an excuse for not thinking; it turns people into what DeMarco calls “template zombies.” He writes about software development, but there are template zombies in Manufacturing.
The rigidity associated with methodological thinking is best illustrated by the following story on exam questions:
Question 1: How to boil water?
Answer 1: Take a pot, fill it up with water, place it on the stove, turn on the burner, and wait.
Question 2: How to boil water, when you already have a pot of cold water on the stove?
Answer 2: Empty the pot, put it away, and you are back to Question 1.
Not only do methodologies make you do unnecessary tasks, but they also restrict your achievements to what they can be effective for. In many companies that have corporate Lean programs, as a plant manager or engineer, you will get no credit for improvements by any means other than the standard methodology, and may even lose your job for failing to apply it, regardless of your results.

Instead of trying to develop and enforce a standard, one-size-fits-all methodology for all of a company’s plants — whose processes may range from metal foundry to final assembly — the corporate Lean group should instead focus on providing resources to help the plant teams develop their skills and learn from each other, but that is a different discussion.

Process for improving standards

When a production supervisor notices that an operator is not following the standard, it may mean that the operator needs to be coached, but it may also mean that the operator has found a better method that should be made the standard. But how do you make this kind of local initiative possible without jeopardizing the consistency of your process? The allowed scope for changes must be clear, and there must be a sign-off procedure in place to make them take effect.

Management policies

I remember an auto parts plant in Mexico that had dedicated lines for each customer. Some of the customers demanded to approve any change to their production lines, even if it involved only moving two machines closer, but other customers left the auto parts maker free to rearrange their lines as they saw fit as long as the did not change what the machines did to the parts. Needless to say, these customers’ lines saw more improvement activity than the others.

In this case, the production teams could move the torque wrench closer to its point of use but they could not replace it with an ordinary ratchet and a homemade cheater bar. The boundary between what can be changed autonomously and what cannot is less clear in other contexts. In milling a part, for example, changing the sequence of cuts to reduce the tool’s air cutting time can be viewed a not changing the process but, if we are talking about deep cuts in an aerospace forging, stresses and warpage can be affected by cut sequencing.

If a production supervisor has the authority to make layout or work station design changes in his or her area of responsibility, it still must be done with the operators, and there are several support groups that must be consulted or informed. Safety has to bless it; Maintenance, to make sure that technicians still have the required access to equipment; Materials, to know where to deliver parts if that has changed. Even in the most flexible organizations, there has to be a minimum of formality in the implementation of changes. And it is more complex if the same product is made in more than one plant. In the best cases, when little or no investment is required, the changes are implemented first, by teams that include representations from all the stakeholders, and ratified later. We can move equipment on the basis of chalk marks on the floor, but, soon afterwards, the Facilities department must have up-to-date layouts.

The more authority is given to the local process owners, the easier it is to implement improvements, but also the more responsibility upper managers assume for decisions they didn’t make. The appropriate level of delegation varies as Lean implementation progresses. It starts with a few, closely monitored pilot projects;  as the organization matures and develops more skills, the number of improvement projects explodes, and the local managers develop the capability to conduct them autonomously. At any time, for the upper managers, it is a question of which decisions pass the “sleep-at-night” test: what changes can they empower subordinates to make on their own and still sleep at night?

Generating effective standards

If there is a  proven method today to document manufacturing processes in such a way that they are actually executed as specified, it is Training Within Industry (TWI). The story of TWI is beginning to be well-known. After being effective in World War II in the US, it was abandoned along with many wartime innovations in Manufacturing, but lived on at Toyota for the following 50 years before Toyota alumni like John Shook revived it in the US.

There are, however, two limitations to TWI, as originally developed:

  1. It is based on World War II information technology. It is difficult to imagine, however, that if the developers of TWI were active today, they would not use current information technology.
  2. It includes nothing about revision management. There is a TWI Problem-Solving Manual (1955), and solving a problem presumably leads to improving the process and producing a new version of job breakdown, instructions, etc. This in turn implies a process for approving and deploying the new version, archiving the old one and recording the date and product serial numbers of when the new version became effective.

Revision management

The developers of TWI may simply have viewed revision management as a secondary, low-level clerical issue, and it may have been in their day. The pace of engineering changes and new product introduction, however, has picked up since then. In addition, in a Lean environment, changes in takt time every few months require you to regenerate Yamazumi and Work Combination charts, while Kaizen activity, in full swing, results in improvements made to thousands of operations at least every six months for each.

In many manufacturing organizations, the management of product and process documentation is slow, cumbersome, and error-prone, particularly when done manually. Today, Product Documentation Management (PDM) is a segment of the software industry addressing these issues. It is technically possible to keep all the standards, with their revision history, in a database and retrieve them as needed. The growth of PDM has not been driven by demands from the shop floor but by external mandates like the ISO-900x standards, but, whatever the reasons may be, these capabilities are today available to any manufacturing organization that chooses to use them.

Using software makes the flow of change requests more visible, eliminates the handling delays and losses associated with paper documents, allows multiple reviewers to work concurrently, but it does not solve the problem of the large number of changes that need to be reviewed, decided upon, and implemented.

This is a matter of management policies, to cover the following:

  1. Making each change proposal undergo the review process that it needs and no more than it needs.
  2. Filtering proposals as early as possible in the review process to minimize the number that go through the complete process to ultimately fail.
  3. Capping the number of projects in the review process at any time.
  4. Giving the review process sufficient priority and resources.

Templates

In principle, revision management can be applied to any document. In practice, it helps if the documents have a common structure. If they cover the same topics, and the data about each topic is always in the same place, then each reviewer can immediately find the items of interest. This means using templates, but also walking the fine line to avoid turning into DeMarco’s template zombies.

If you ask a committee of future reviewers to design an A3 form for project charters, it will be a collection of questions they would like answered. Accountants, for example, would like to quantify the financial benefits of projects before they even start, and Quality Assurance would like to know what reduction in defective rates to expect… Shop floor teams can struggle for days trying to answer questions for which they have no data yet, or that are put in a language with acronyms and abbreviations like IRR or DPMO that they don’t understand. More often than not, they end up filling out the forms with text that is unresponsive to the questions.

The teams and project leaders should only be asked to answer questions that they realistically can, such as:

  • The section of the organization that is the object of the project, and its boundaries.
  • The motivation for the project.
  • The current state and target state.
  • A roster of the team, with the role of each member.
  • A crude project plan with an estimate for completion date.
  • A box score of performance indicators, focused on the parameters on the team performance board that are reviewed in daily meetings.

The same thinking applies to work instructions. It takes a special talent to design them and fill them out so that they are concise but sufficiently detailed where it matters, and understood by the human beings whose activities they are supposed to direct.

Display

It is also possible to display all instructions on the shop floor in electronic form. The key questions are whether it actually does the job better and whether it is cheaper. In the auto parts industry, instructions are usually posted in hardcopy; in computer assembly, they are displayed on screens. One might think that the computer industry is doing it to use what it sells, but there is a more compelling reason: while the auto parts industry will make the same product for four years or more, 90% of what the computer industry assembles is for products introduced within the past 12 months. While the auto parts industry many not justify the cost of placing monitors over each assembly station, what computer assemblers cannot afford is the cost and error rate of having people constantly post new hardcopy instructions.

In the auto industry, to provide quick and consistent initial training and for new product introduction in its worldwide, multilingual plants, Toyota has created a Global Production Center, which uses video and animation to teach. To this day, however, I do not believe that Toyota uses screens to post work instructions on the shop floor. In the assembly of downhole measurement instruments for oilfield services, Schlumberger in Rosharon, TX, is pioneering the use of iPads to display work instructions.

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Jun 18 2012

Art Smalley: Standardized Confusion » The Lean Edge

See on Scoop.it – lean manufacturing

Another substantive contribution from Art Smalley, this time about standards.

See on theleanedge.org

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