Craftsman Smart Factory study plan
Craftsman Smart Factory · Give each week a clear focus.
8 weeks · About 7 hours per week
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
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
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
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
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
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
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
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