Craftsman Smart Factory study materials
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Craftsman Smart Factory study plan

Craftsman Smart Factory · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Smart Factory Fundamentals and Industrial IoT

  • Define the ISA-95 / Purdue reference architecture levels and map at least six common smart-factory components (PLC, SCADA, MES, ERP, edge gateway, sensor) to their correct levels

  • Differentiate IIoT from consumer IoT across latency, determinism, device lifecycle, and physical-consequence failure modes

  • Explain the roles of OPC UA, MQTT, and REST in an IIoT data path and identify which layer each typically serves

  • Diagram a reference smart-factory stack from sensor to cloud, labeling where OT and IT boundaries fall

Your checkpoint

A one-page annotated reference architecture diagram (ISA-95 levels, data flows, OT/IT boundary) with a 200-word legend explaining each component's role

Week 2

Automation, Robotics, and Control Systems

  • Classify control system types (PLC, DCS, PAC, industrial PC) by application, scan-time needs, and redundancy model

  • Trace a closed-loop control sequence from sensor input through PID logic to actuator output and identify where scan time and jitter degrade performance

  • Compare the six major industrial robot configurations (articulated, SCARA, delta, Cartesian, cylindrical, collaborative) by workspace, payload, and typical task

  • Explain safety-rated functions (safe torque off, safe speed, light curtains) and how they differ from standard control logic

  • Calculate a simple PID output for a given error, integral, and derivative term to verify you understand tuning parameters

Your checkpoint

A control-and-robotics comparison matrix covering at least 5 controller types and 6 robot configurations, plus 5 worked PID output calculations with correct units

Week 3

Industrial Networks, Connectivity, and Data Acquisition

  • Distinguish fieldbus, industrial Ethernet, and wireless protocols (PROFINET, EtherNet/IP, Modbus TCP, EtherCAT, OPC UA, 5G, WirelessHART) by determinism, bandwidth, and topology

  • Select the correct protocol for three stated scenarios and justify each choice against latency, node count, and legacy constraints

  • Describe a data acquisition pipeline from sensor signal conditioning through ADC, edge buffering, and historian ingestion

  • Explain time synchronization (NTP, PTP/IEEE 1588) and why timestamp accuracy matters for event correlation

  • Identify common data-quality problems at the edge (missing values, clock drift, unit mismatch) and propose one mitigation for each

Your checkpoint

A protocol selection guide for 6 protocols with a decision table, plus a data-acquisition pipeline diagram annotated with sampling rate and timestamping method at each stage

Week 4

Automation, Robotics, and Control Systems & Smart Factory Fundamentals and Industrial IoT

  • Integrate automation concepts with IIoT data flows by explaining how PLC and robot data reach an edge platform without disrupting deterministic control

  • Evaluate edge versus cloud placement for three analytics use cases (anomaly detection, OEE calculation, predictive maintenance) and defend each choice

  • Describe how a digital twin of a work cell would consume live controller and robot telemetry

  • Review your Week 1 architecture diagram and revise it to show control-loop and robotics data sources explicitly

Your checkpoint

A revised end-to-end architecture document (2 pages) covering control, robotics, edge, and cloud layers, with a written justification for edge-vs-cloud placement of three analytics functions

Week 5

Manufacturing Data Analytics and Digital Twin

  • Define OEE and calculate availability, performance, and quality from a provided shift dataset, then interpret which loss category dominates

  • Distinguish descriptive, diagnostic, predictive, and prescriptive analytics with one manufacturing example each

  • Explain digital twin maturity levels (asset, system, process) and the data fidelity each requires

  • Describe common predictive-maintenance feature types (vibration RMS, temperature trend, cycle-count) and the modeling approach each supports

  • Identify data-governance requirements for manufacturing analytics: data lineage, retention, and label quality

Your checkpoint

A worked OEE analysis on a 20-row shift dataset showing all three factors, plus a one-page analytics use-case map linking 5 use cases to data sources, model type, and business outcome

Week 6

Cybersecurity and Safety in Smart Manufacturing

  • Apply the IEC 62443 zones-and-conduits model to segment a plant network and justify each zone boundary

  • Explain defense-in-depth controls across network, endpoint, identity, and physical layers, and identify the weakest link in a flat OT network

  • Differentiate IT security priorities (confidentiality) from OT priorities (availability, integrity, safety) and adjust a remediation plan accordingly

  • Describe safe remote-access patterns (jump host, MFA, session recording) and why direct vendor VPN into a control network is risky

  • Map functional safety requirements (risk assessment, safety integrity level, safety PLC) to the automation layer from Domain 3

Your checkpoint

A zone-and-conduit segmentation diagram with a control-to-requirement table listing at least 8 IEC 62443-aligned controls and the threat each mitigates

Week 7

Smart Factory Planning, Integration, and Operations

  • Sequence a smart-factory rollout through assessment, pilot, scale, and sustain phases, assigning owners and exit criteria to each

  • Build a business case for one pilot using payback period, OEE uplift, and implementation cost estimates

  • Identify integration risks (legacy protocol gaps, MES-ERP mismatch, change management) and assign a mitigation to each

  • Define operational readiness criteria: training, runbooks, support model, and KPI baselines

  • Explain how to measure pilot success with pre-defined KPIs rather than after-the-fact metrics

Your checkpoint

A pilot project charter (2 pages) covering scope, phasing, budget estimate, KPI baselines, risk register with mitigations, and go/no-go criteria

Week 8

Smart Factory Fundamentals and Industrial IoT & Industrial Networks, Connectivity, and Data Acquisition & Automation, Robotics, and Control Systems & Manufacturing Data Analytics and Digital Twin & Cybersecurity and Safety in Smart Manufacturing & Smart Factory Planning, Integration, and Operations

  • Synthesize all six domains into a single integrated case study of a plant modernization

  • Complete a timed 60-question practice set weighted by domain percentage and score at least 75%

  • Review every missed question, tagging the underlying concept and the domain it belongs to

  • Re-derive the three most error-prone calculations (OEE, PID output, payback period) without notes

  • Produce a one-page formula and concept sheet for final review

Your checkpoint

A timed practice exam score report (75% or higher) with a categorized error log and a one-page final review sheet covering all six domains

Milestones

Week 2: Can explain the ISA-95 stack from memory and correctly match at least 5 of 6 robot configurations to their typical applications without notes

Week 4: Architecture document passes a self-review: every data flow has a named protocol, a latency expectation, and a justified edge-or-cloud placement

Week 6: Can calculate OEE from raw shift data in under 10 minutes and correctly assign at least 7 of 8 IEC 62443 controls to their threat category

Week 8: Timed practice exam score of 75% or higher with an error log showing no domain below 60% accuracy