Automated Data Collection (ADC)
Basics
By
Dave Piasecki
Automated Data
Collection (ADC), also known as Automated Data Capture (ADC), Automated Identification
(AutoID), Automated Identification and Data Capture (AIDC), and by many as
just "Barcoding" consists of many technologies including some that have nothing
to do with bar codes. Voice systems, RFID, OCR, pick-to-light, laser
scanners, CCD scanners, hand-held batch and RF terminals, vehicle-mounted computers, and wearable computers are all part of the ADC picture.
The fear of six-figure project costs
often prevent many small to mid-sized manufacturers and distributors from taking
advantage of Automated Data Collection (ADC) technologies. The key to implementing cost-effective ADC systems is knowing what technologies are available and the amount
of integration required to implement them. Applying this knowledge to the
processes in your operation will help you in developing the scope of your
project. Limiting your project to or prioritizing by those applications that have a high
benefit/cost ratio will allow you to apply these operational improvement
technologies within a reasonable budget. For example, adding a keyboard-wedge bar-code
scanner to an existing PC or terminal in a production or warehouse
area is a very low cost method for applying ADC to existing shop-floor reporting
and shipping applications. This type of hardware is inexpensive and the only
real programming required is that needed to add a bar code to the form (work
order, pick slip, etc.)
Bar codes
There
are two major categories of bar codes, one dimensional (1D), and two
dimensional (2D). 1D barcodes are the ones we are most familiar with and
consist of many different symbologies including UPC, Code 128, Code 39,
Interleaved 2 of 5, just to name a few (there may also be variations within a
specific symbology). The symbology you use may be dictated by supply chain
partners through a standardized compliance label program or, if only used
internally, can be chosen based upon specific application (tip: if looking
for a flexible symbology to use internally on documents, labels, license plates,
etc. you will find Cod
e 128 a good choice). 2D bar code symbologies such
as UPS's MaxiCode (shown right), are capable of storing more data then their 1D
counterparts and require special scanners to read them. Although I would expect
to see continued growth in the use of 2D bar codes, most warehouse and shop
floor applications will continue to use 1D symbologies simply because the
technology is less expensive and you generally only need enough data in the bar code to
access the associated records in your inventory system database. The 1D codes are very
capable of accomplishing this. If you're interested in more detailed information
and specs on bar codes I recommend getting a copy of
The
Bar Code Book by Roger C. Palmer.
Bar-code scanners
Laser or CCD. There are
primarily two technologies used to read bar codes. Laser scanners use a laser
beam that moves back and forth across the bar code reading the light and dark
spaces. Laser scanners have been in use for decades and are capable of
scanning bar codes at significant distances. CCD (charged coupled device)
scanners act like a small digital camera and take a digital image of the bar
code which is then decoded. CCD scanners offer a lower cost but are
limited to a shorter scan distance (usually within a few inches, however, the
technology is advancing quickly and devices with longer scan distances are
becoming available). Because of the scan distance limitations, users in a
warehouse environment will likely find laser scanners to be their best choice
however for applications were bar codes are read from documents
— such as in a
shop-floor production-reporting application — CCD scanners should work fine.
Autodiscrimination. Autodiscrimination
describes the functionality of a bar code reader to recognize the bar code
symbology being scanned thus allowing a reader to read several different
symbologies consecutively. Most scanners come with this functionality and
also allow you to program them to read only certain symbologies (this prevents
someone from scanning the wrong bar code when multiple bar codes are present).
Keyboard-wedge scanners.
Keyboard-wedge scanners connect between a computer keyboard and the
computer
and send ASCII data to the computer as if the scanner were a keyboard.
More simply put, the computer doesn't know that a scanner is attached and treats
the data as though it were key strokes from the user. The advantage of
this is that there is no need for special software or programming on the
computer. In its simplest application you hook the scanner up, make sure the
curser is in the correct field, scan a bar code containing the data you need
such as a work order number, an item number, or a location, and the data will
immediately appear in the field on the screen.
Although this type of application can
prove to be very useful and essentially works right "out of the box", you will
find that by taking advantage of the programmable features of some devices you
can take this functionality much further. This is where it gets a little
confusing as the programming and functionality is a little different based upon
the hardware and software you purchase. Some keyboard-wedge scanners have
built in programming functionality, while others are programmed on a separate
wedge decoder, and there is also PC software that can perform tasks related to
the data input from a scanner. The good news is that you don't need to be
a programmer to use this functionality. If you have ever worked with
macros you'll easily understand this type of programming. What most of
these programs allow you to do is to parse data from a bar code (allowing you to
put several pieces of data in the same bar code such as item number and
quantity, or customer number and shipping method) and also add keystrokes not
included in the bar code such as tabs to move between fields, default data,
function keys or enter keystrokes to complete transactions.
Keyboard wedge scanners offer a low
cost entry into the world of automated data collection and can provide increases
in accuracy and productivity in many stationary data entry applications. There
are also wireless versions of keyboard wedge scanners available.
Fixed Position Scanners.
Fixed position scanners are used where a bar code is moved in front of the
scanner as opposed to the scanner being moved to the bar code.
Applications include grocery check out counters and automated conveyor systems.
Many fixed position scanners are omni-directional which means that the bar code
does not have to be oriented any specific way to be read.
Go to Accuracybook.com's
Bar Code Scanner
Links.
Portable computers
Portable computers
come in a vast variety of designs with varying levels of functionality. I
must admit that I am somewhat disappointed in the lack of progress made in
portable terminal design, especially with hand-held units. If you
think 386 processors, DOS operating systems, and monochrome displays are
ancient history you better think again as these are the specs of many of the
hand-held portable data collection devices available today. On the plus
side, costs have come down over the years and I'm hopeful that more quickly
evolving technologies being developed for devices such as PDAs will soon make
portable data collection terminals smaller, lighter, and more functional.
Batch versus RF.
Batch terminals are used to collect data into files on the device and are later
connected to a computer to have the files downloaded. RF terminals use
radio frequency waves to communicate live with the host system or network.
While batch devices were heavily used in the past and still have viable
applications today, the introduction of wireless standards has made RF
technology much more affordable and easier to maintain and implement.
Hand-held devices.
As previously mentioned, I have been less than impressed with advances in hand-held devices. I should also say that I have a lot of problems with the
basic nature of hand-held devices themselves. First of all, "hand held"
implies that you will be using one hand to hold the device. Well, in most
warehousing and material-handling environments this is a problem since that hand can
no longer be used to handle materials or operate controls of material-handling equipment. In addition, hand-held terminals generally have very small
LCD displays that are usually difficult to read as well as very small, confusing
keypads that are difficult to enter data into. This doesn't mean that
these can't be valuable tools in your operation, only that you need to be sure
to consider all the factors when implementing this type of technology.
Hand-held devices often come with integrated bar-code scanners (as shown)
however, they can be used without a scanner or with a separate scanner.
Hand-held Tips:
The standard hand-held
device design (like that shown) have little use in a warehouse outside of maybe
a cycle count program. Instead, use the pistol-grip models which allow
your workers to more quickly holster the device between scans to make use of
both their hands.
Keep the prompts as
simple as possible. The prompts should show only the bare minimum amount
of data necessary to perform the task.
Minimize or eliminate
data entry on keypads. As I said before, the keypads on these devices are
difficult to use especially with alpha characters. Limit data entry to
numeric data as much as possible and also eliminate the need to have to enter
tabs or enter keys.
Vehicle-mounted
devices. Vehicle-mounted devices have several advantages over hand
held devices including larger screens (even up to full sized screens), larger
keypads similar to a standard keyboard on a portable computer, and you can't
drop, loose, or forget to charge them. You're also more likely to find GUI
user interfaces (Windows) on vehicle mounted devices. When using a full-screen vehicle-mounted device, integration can be much simpler as you can use
your existing programs designed for desktop computers (although you should still
consider simplifying the screens). Obviously you need to be performing
tasks using some type of a vehicle (lift truck, tug, cart, etc) to use a vehicle-mount device. Generally, vehicle-mounted devices use a separate wired or
wireless bar-code scanner to input data. Tips for using vehicle-mounted devices are
similar to those for hand-helds (simple prompts, minimize data entry) but you
should also consult with your vehicle manufacturer for recommendations on where
to mount the device to ensure safe operation of the vehicle.
Wearable Systems.
Wearable systems will likely have the most growth in coming years.
Currently offerings in wearable systems are limited and include devices like
Symbol's
WS series (nicknamed the Gladiator) that is strapped to the wrist/forearm
and uses a small ring-type laser scanner for reading bar codes, or the Talkman
from Vocollect which is designed for
voice systems (more on voice systems below). Wearable systems provide the
functionality of hand-held devices while still allowing workers to use both
hands. I should caution you that several hand-held manufacturers have
taken their hand-held devices, put them in a fanny pack, connected them to a
voice headset or ring scanner and call them a "wearable system". While
technically this is a wearable system, I personally would not want to carry
around the added bulk and weight of a device designed with an LCD display and keypad for 8 hours a day
just because the manufacturer didn't want to make the effort to design a
wearable-specific device.
Go to Accuracybook.com's
Portable
Computer Links
Voice Technology
Voice
technology (a.k.a. Speech-based systems) has come of age in recent years and is now a very viable and
desirable solution in warehouse and shop floor data collection applications.
Voice technology is really composed of two technologies. Voice Directed,
which converts computer data into audible commands, and Speech Recognition,
which allows user voice input to be converted into data. Portable
voice systems consist of a headset with a microphone and a wearable computer.
The advantages of voice systems are
hands-free and eyes-free operation that allows people to communicate with a
computer the way people communicate with each other. Applications for voice
systems include order picking, quality inspection, shipping, receiving, cycle
counting.
Speech recognition capabilities have
been gradually improving through better software and hardware, however, this is
not yet a perfected technology. To compensate for problems associated with
speech recognition, you really need to limit the speech input to a fairly short
list of keywords and phrases for commands, and primarily numeric characters for
voice data input. Alpha characters would have to be spoken phonetically (
Alpha, Bravo,Charlie, . . . Zulu) to maintain an
acceptable level of accuracy. Fortunately, many warehouse and shop floor
tasks can be performed very effectively within these limitations.
Go to Accuracybook.com's
Voice Technology
Links
RFID
RFID, Radio Frequency Identification.
Refers to devices attached to an object that transmit data to an RFID
receiver. These devices can be large pieces of hardware the size of a
small book like those attached to ocean containers, or very small devices
inserted into a label on a package. RFID has advantages over bar codes
such as the ability to hold more data, the ability to change the stored data as
processing occurs, does not require
line-of-site to transfer data, and is very effective in harsh environments where
bar code labels won't work. RFID is not without it's own problems , RF signals
can be compromised by materials such as metals and liquids.
A little RFID vocabulary:
Active tags are RFID
tags that contain their own power source (battery) and have longer read
ranges.
Passive tags are
powered by the signal generated from the reader device.
Read/write tags can
have their data changed.
Read only tags are
programmed once and their data cannot be changed.
EPC (electronic
product code) is a set of standards designed to utilize RFID technology
for the tracking of individual items as well as cases and pallets. EPC
is similar to UPC used for bar code tracking of consumer goods.
GTAG (global
tag) is an international RFID standard that can be used for general
asset tracking.
RFID Reader, also
known as an interrogator, is a device that reads RFID tags.
Although RFID technology is getting a
lot of attention these days it still tends to be cost prohibitive for most
inventory tracking applications. As chip prices go down you will continue
to see growth in the application of RFID, however, as in the case of 2D bar
codes, many warehouse and shop floor application simply don't require this added
functionality. The low cost 1D bar code will likely continue to be the
technology of choice for many inventory tracking applications. More info on RFID
is available at my RFID Updates page.
Go to Accuracybook.com's
RFID Links
Optical character recognition
(OCR)
For years OCR has been used in mail
sorting and document management, but has had very little application in warehouse
and manufacturing operations primarily because it is not as accurate as bar code
technology. While I don't necessarily see OCR entering the warehouse in
the near future, I'm not ready to write off the technology. As hardware
and software improves we may see this "old" technology make a comeback.
The primary advantage of OCR is that it can read the same characters that a
human can read, eliminating the need for both a bar code and human readable text
on labels, documents, etc. It also provides the ability to input data from documents
that do not include bar coded information.
Light systems

Although some may argue whether or
not a pick-to-light system is an ADC technology, the fact is they
accomplish some of the same tasks. Pick-to-light systems
consist of lights and LED displays for each pick location.
The system uses software to light the next pick and display the quantity
to pick. Pick-to-light systems have
the advantage of not only increasing accuracy, but also increasing productivity.
Since hardware is required for each pick location, pick-to-light systems
are easier to cost justify where very high picks per SKU occur.
Carton flow rack and horizontal carousels are good applications for pick
to light. In batch picking,
pick to light is also incorporated into the cart or rack that holds the cartons
or totes that you are picking into (put-to-light).
See article on Order Picking.
Integration of ADC Technology
While hardware costs of ADC equipment
continue to come down, the cost of integration will often prove to be the
project buster. Software and Integration costs will often be several times
the cost of the hardware, especially in smaller operations where only a few
devices will be used.
Integration of ADC technologies is
also far from standardized. For example, when implementing an RF system
with portable terminals, one integrator may create a program on the terminals
that will write directly to the file on the host system, another may create
programs on a separate server to do this, another may write or modify a program
on your host system and use terminal emulation software, and another may use a
screen mapping tool to reformat an existing program to be used on the portable
device. Make sure you do your homework and talk to several integrators to
ensure you are getting the best solution. Also make sure you participate
heavily in equipment selection and program/process design (prompts, data input)
to ensure you get a system that provides the highest levels of accuracy and
productivity.
There are also integration tools
available that allow non-programmers (you will need some pretty good computer
skills though) to integrate these technologies with host systems. These
tools will not have the functionality and flexibility of a good custom written
program but may be adequate for simple applications.
Warehouse Management Systems (WMS)
often come with interfaces to specific ADC equipment. If your looking to
add ADC to your warehouse you may want to first look at a WMS (read
my article on WMS).
One of the biggest mistakes made when developing an ADC project is that
people approach ADC as an "all or nothing" project. The end result being
that the when the project is quoted it tends to come in too costly to ever get
implemented. There is rarely significant financial benefit to using the
"big bang" approach to ADC projects, so start small with the processes that can
best benefit from the application of ADC and add on other processes later.
Related terminology from the Inventoryops.com
Dictionary Glossary
ADC, Automated Data Collection aka
AIDC, Automatic Identification & Data Collection. Systems of hardware and software used to
process transactions in warehouses and manufacturing operations. Data
collection systems may consist of fixed terminals, portable terminals and
computers, Radio frequency (RF) terminals, and various types of bar code
scanners.
ASN,
Advanced Shipment Notification.
Advanced shipment notifications are used to notify a customer of a
shipment.
ASNs will often include PO numbers, SKU numbers, lot numbers, quantity,
pallet or container number, carton number.
ASNs may be paper-based, however, electronic notification is preferred.
Advanced shipment notification systems are usually combined with bar-coded compliance labeling which allows the customer to receive the shipment into
inventory through the use of bar code scanners and automated data collection
systems.
Autodiscrimination.
The functionality of a bar-code reader to recognize the bar code symbology being
scanned thus allowing a reader to read several different symbologies
consecutively.
CCD, Charged Coupled Device. Used to describe a type of barcode
scanner that acts like a small digital camera that takes a digital image of
the barcode as opposed to the standard barcode scanner that uses a laser. CCD scanners are a low cost option for scanning barcodes at a short distance
(usually within a few inches).
Compliance labels. Standardized label formats used by trading partners
usually containing bar codes. Compliance labels are used as shipping labels,
container/pallet labels, carton labels, piece labels. Many bar code
labeling software products now have the more common compliance label standards
set up as templates.
Program generator a.k.a.
code generator, development tools . Program generators are
software programs that generally provide graphical user interfaces and tools
that allow a user to create a program without having to write actual computer
code. Currently, these programs are more frequently referred to as "development
tools" and are usually designed to write code for specific applications such as
data collection programs for portable computers. While a user does not
need to be a programmer to use this software, the user does need to have a
higher level of technical skills than that of most standard software users.
Radio
frequency (RF). In warehousing refers to the portable data
collection devices that use radio frequency to transmit data to host system.
RFID, Radio
frequency identification.
Refers to devices attached to an object that transmit data to an RFID
receiver. These devices can be large pieces of hardware the size of a
small book like those attached to ocean containers or very small devices
inserted into a label on a package. RFID has advantages over Bar codes
such as the ability to hold more data, the ability to change the stored data as
processing occurs, does not require line-of-site to transfer data and is very
effective in harsh environments where bar code labels won't work.
RTLS, Real-time
locator system.
A real-time locator system uses RFID technology that provides the objects they are attached to the ability to transmit their current location.
System requires some type of RFID tag to be attached to each object that needs
to be tracked, and RF transmitters/receivers located throughout the facility to
determine the location and send information to computerized tracking system.
While it sounds like a great way to eliminate "lost" inventory, the
systems are still too costly for most inventory tracking operations and are more
likely to be used to track more valuable assets.
Screen mapping. a.k.a.
Screen scraping Software that provides the functionality to change the
arrangement of data fields on a computer screen that accesses a mainframe
computer program. Screen mapping is frequently used in combination with
terminal-emulation software to "remap" data fields from a standard mainframe
program to be used on the smaller screen of a portable hand-held device.
Speech-based technology. Speech-based technology, also known as voice
technology is really composed of two technologies: Voice directed,
which converts computer data into audible commands, and speech recognition,
which allows user voice input to be converted into data. Portable
voice systems consist of a headset with a microphone and a wearable computer.
Terminal emulation.
Software used on desktop and portable computers that allows the computer to act
like a terminal connected to a mainframe system. If you have a networked desktop
PC and are accessing mainframe programs ( a.k.a. green screen programs) you are
using terminal emulation. Terminal emulation is also a common method used
to connect portable computers (as in warehouse bar code data collection systems)
to mainframe software.
WMS, Warehouse Management System. Computer software designed
specifically for managing the movement and storage of materials throughout the
warehouse. WMS functionality is generally broken down into the following three
operations: putaway, replenishment, and picking. The key to these
systems is the logic to direct these operations to specific locations base on
user defined criteria. WMSs are often set up to integrate with data
collection systems. Read my article on Warehouse
Management Systems.
Links to
ADC equipment manufacturers