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Supervisor Tasks - Workflow Configuration for TCA

The Supervisor configures workflows for the operator that are adapted to specific requirements.

System Validation with the Particle Test Standard

To check the calibration-setup of your microscope system for a component cleanliness analysis, you can use a test slide (round glass slide) with a defined number of different objects. For this, ZEN core offers the following two test standards:

  • Particle Test Standard (CC) (2010) Slide D45
  • Particle Test Standard (CC with OC) (2010) Slide D45

The two standards are available in Manage Templates. You can acquire images of the test slide and use the standards together with the image analysis to determine if your microscope is configured as needed for the component analysis. To get a good and quick impression of the system status, we recommend to only image one group of objects on the slide.

The following example shows an acquisition of the test slide with two polarization channels and the segmentation result with the detected objects inside the drawn measurement frame:

Test slide with Pol 0 channel

Test slide with Pol 90 channel

Segmentation result with detected objects inside the measurement frame

For accessing the information of your analysis, the table(s), report document(s) and particle documents are saved in Browse Results, and can be opened from there.

The following table shows an example result for Metallic Shiny Particles found on the test slide. The particle counting results are based on a measurement area with a diameter of 14.5 mm.

Best Practice for Particle Test Slide and Standard

Apply the best practice recommendation for the preparation each time you perform a measurement using the particle test standard. The configuration of the job template and the dataset generation are only required once in the beginning to receive a meaningful statistic data set for limit value determination. These are later used for routine measurements of the particle test slide. Point three describes how to measure and to interpret your results.

  1. Apply this best practice recommendation each time you perform a measurement using the particle test standard, see Preparation before Using the Particle Test Standard.
  2. Perform the following configuration steps once in the beginning to receive a meaningful statistic data set for limit value determination, see
  3. For information on how to interpret your results, see Routinely Measuring and Interpreting Results.

Configuring the Component Cleanliness Job Template

Configure the job template so that you can run the test standard on a regular basis.

  1. In the Light Path Editing tool, define an appropriate acquisition setting.
  2. Use the 10x objective magnification for the measurement.
  3. Adjust the exposure time best suited for acquisition of the POL-90 image and bright image POL-0, and use the determined exposure time for further measurement.
  4. Apply the shading correction on a particle free area, e.g. close to the cross in the center.
  5. Define a Tile Region with a diameter of 14.5 mm with the cross in the center.
  6. In the Frame Setup tool, set the parameter for the mode to Inside only.
  7. Use the SW-Autofocus for the measurement. A good starting parameter is to focus on each 25th tile.

Generating Dataset

  1. Run the configured job template ten times and archive the results.
  2. Inspect the particle results in the Size Distribution view.
  3. The particles on the slide are found in the absolute counts of the metallic shiny particles, see also the image of the particle gallery below.
  4. Artifacts like fibers or contaminant particles from the environment are detected in the type classes non-shiny particles or fibers.
  5. Calculate the mean value for each particle size class and determine the limit values accordingly. Consider the absolute count of the metallic shiny particles for the limit value determination. See an example for measurement results and the mean value calculation in the table.
  6. Create a new component cleanliness standard template with the determined limit values per particle size class.
  7. This defines your acceptance criterion for the allowed particle number per size class.
  8. Add this standard template to your job template and save it.

Routinely Measuring and Interpreting Results

  1. Use the prepared and pre-configured component cleanliness job template for routine measurement. For this purpose, run the job template once in a certain time period which best suits your needs, e.g. daily, weekly. Inspect the results size in the distribution view.
  2. The particles on the particle test standard are found in the class of absolute counts of the metallic-shiny particles. Artifacts like fibers or contaminant particles from the environment are detected in the type class non-shiny particles and fibers.
  3. The histogram chart and class table document with an ok/n.o.k display the measurement results. The scatter plot shows a regular pattern, see the second image below.
Particle gallery of a test slide analysis
Particle gallery of a test slide analysis
Scatter plot of a test slide analysis (D 14.5 mm)
Scatter plot of a test slide analysis (D 14.5 mm)

Configuring the TCA Job Template by Switching the Active Branch

Depending on the selection in the Workflow Creator TCA job templates with or without switches are available. A switch allows you to change the functional range of a TCA image acquisition workflow by selection of a certain branch.

Default

Available Branches

Acquire Tiles Images

  • Size Distribution Live
  • For microscopes without a motorized focus drive.
  • Size Distribution Live & EDF/Position List
  • For fully motorized microscopes and to include the Position List with EDF workbench to the job template.
  • Size Distribution Live with Height Measurement
  • For fully motorized microscopes and to include the Height Measurement workbench to the job template.
  • Size Distribution Live & EDF/Position List
    with Height Measurement
  • For fully motorized microscopes and to include the Position List with EDF and the Height Measurement workbench to the job template.
  1. To select the Switch workbench, click
    .
  2. In the Select Branch tool, select the corresponding Size Distribution view.
    If you acquire tiles images, select one of the following views:
    Size Distribution Live
    Size Distribution Live & EDF/Position List
  3. The workflow tasks change according to your selection.
  1. If you acquire images, you can check the specimen by the enabled live view.

Switching the Visibility of "Run silent" Tasks in TCA

Run silent tasks are not shown to the operator, but executed when the workflow is conducted and all results are saved in the archive. The reason is that these tasks have default parameter settings and you do not need to configure them. In the role of a Supervisor, you can switch the visibility of the tasks in Run mode.

  1. In the Task List of an TCT Workflow, right-click on a deactivated icon representing a Run silent task.
  2. Open the Context Menu and select or deselect Run silent.
  1. When the task is deactivated, in Run mode, the task is not visible in the TCA module workflow.

Supervisor Overview: Workflow with Image Acquisition (Components)

This workflow description explains the workflow steps including the Switch workbench to select an active branch, as well as groups and loops. Here, you configure the workflow for the operator who acquires the images. The first steps in the workflow are the same, but from the second Switch workbench on, you configure the workflow. However, the last steps are again the same for the different workflows.

Technical Cleanliness Standard Selection

Provides a list of available standards for the TCA module that shall be used for the analysis.

  1. Load the available standards for the job template, see Technical Cleanliness Standard Selection workbench.
  2. Select the standards that are relevant for the operator's analysis, see Technical Cleanliness Standard Selection Tool.

NOTICE! For particle height measurement and correlative analysis only one standard can be selected.

Group

Group for Input Form loop, Tiles Measurement Area and Split Image workbenches.

The Define Outputs tool does not display any entries. Therefore, editing is not possible.

Loop

Loop for Input Forms.

Iteration of all working steps within the loop definition.

  1. Configure the number of loops the tasks in the next loop will perform.
  2. Sets the working steps for the operator, see Loop Task.

Input Form

In the Form Selection tool, input forms are provided.

  1. In the Create Form Image tool, configure the size of the input form image in the report.
  2. Select from the set of pre-defined input form templates an appropriate input form. For component cleanliness one input form per extraction method is provided and furthermore one general form with minimum content.
  3. Add the customer data to the corresponding file. The Operator selects the customer data.

The customers are managed with an Excel file. This file is stored per default here: C\ProgramData\Carl Zeiss\ZENcore\Customer.Contacts.xlsx

The form is displayed in the report, see Form Selection Tool and Create Form Image Tool.

Tiles (measurement area)

Configures the settings of the specimen acquisition.

  1. Configure the image acquisition and save it as individual setting in the Camera tool.
  2. Perform a shading correction.
  3. Adjust tile regions to the specimen area to be analyzed, and save it as individual setting in the Camera tool.
  4. Verify the focus points

See

The operator uses this settings for the specimen acquisition.

Split Image

Splits n tile region images into n individual overview images.

Default: Run silent

We recommend not to change the default parameters.

See Split by Dimension Tool.

Loop

Iteration of all working steps within the loop definition.

  1. Select the number or range of loop iterations. The default value is Batch processing, i.e. the number of iterations is determined by the setting in the first loop.

We recommend not to change the default values.

The operator will not see these settings, see Loop Settings Tool.

Image Processing

Changes the image format to 8 bit.

Default: Run silent

We recommend not to change the default parameters.

See Convert Pixel Format Tool.

Image Channel Mapping

Determines the channel allocation for image analysis.

Default: Run silent

No parameters are accessible.

See Image Channel Mapping Tool.

TCA Analysis Task Group (Component)

Provides the image analysis setting for component cleanliness.

The Technical Cleanliness Analysis setting is applied by default to determine the particle types, i.e. metallic-shiny, non-shiny, and fiber.

We recommend not to change the default parameters.

The operator will not see these settings.

See Load Setting Tool

Frame Setup

Sets up and adds a measurement frame to the image. Only the area inside the frame is used for the analysis. The area of the measurement frame is retrieved from the Tiles (measurement area) tool.

Default: Run silent

Activated: Uses Tile Region Geometry, i.e. the measurement frame is retrieved automatically from the configured tiles regions, see

Particle Segmentation (Components)

Extracts objects from the background by applying the pre-defined relative threshold range.

  1. Adjust the Relative Threshold if required. The Relative Threshold refers to the Relative Image Brightness (Luminosity).

Methods defined by the standards for component cleanliness:

  • Standard Analysis
    The threshold setting shall not be modified.
  • Extended Analysis - Free Analysis
    The threshold setting can be adjusted if required.

See Concept of Relative Image Brightness and Relative Threshold.

The operator uses these values for the image segmentation, see Particle Segmentation Tool (Components).

Region Filter

Applies a filter to Image Analysis results.

Default: Run silent. Feret Maximum is activated and set to a minimum of 5 µm for component cleanliness and to 1 µm for oil cleanliness.

Note: Only relevant for oil job templates: the default region filter setting in all oil job templates is by default 1 µm for the minimum particle size and required for SAE AS 4059. This setting increases the analysis time. For oil standards with a size classification starting from 5 µm the region filter setting might be adapted accordingly.

In the Image Gallery, all particles are displayed from 5 µm length onwards for component cleanliness testing and 1 µm length onwards for oil cleanliness testing.

Measurement Data

Shows measurement results for the detected particles after segmentation and image analysis.

Default: Run silent

The Measurement Data tool displays the particle results. The calculation is performed with default values in the background, see Measurement Data Tool.

The operator will not see these settings.

Standard Specific Settings

Configures specific parameter for the standard based calculation.

Default: Run silent

  1. Select the type of membrane filter in use.
  2. This determines the allowed range for the occupancy rate as defined by the standard.
  3. Adjust settings for the Normalization Parameter.
  4. Select whether the particle size class All shall display the results including fibers or not.
  5. Select how many of the largest particles per type you want to add to the report.
  6. The coordinates of all pre-selected particles will be added to the position list with EDF.
  7. Optionally, you can add the Equivalent Spherical Method (Components) tool to the workbench. The operator can adjust the Measurement Frame Area of the Frame Setup tool.
  1. These settings are conducted automatically in the operator workflow.

See

  • Occupancy Rate (Components) Tool
  • Normalization Parameter (Components) Tool
  • Type Classification for Class "All" Tool
  • Cleanliness Classification (Length) Tool
  • Particle Gallery (Report) Tool
  • Equivalent Particle Area (Components) Tool

Switch

Changes between the branches.

  1. Select the active branch according to the operator's needs, see Configuring the TCA Job Template by Switching the Active Branch.
    You have the following options:
    Size Distribution Live. See Size Distribution Live - Branch
    Size Distribution Live & EDF/Position List. This is a prerequisite for the selection of the height measurement branch. See Size Distribution Live EDF/Position List - Branch

Supervisor Overview: Workflow with Loaded Image (Components)

This workflow description explains the workflow steps including the Switch workbench to select an active branch, as well as groups and loops. Here, you configure the workflow for the operator who loads already stored images. The first steps in the workflow are the same, but from the second Switch workbench on, you configure the workflow. However, the last steps are again the same for the different workflows.

Technical Cleanliness Standard Selection

Provides a default standard for TCA that shall be used for the analysis: VDA 19.1 Extended Analysis - Free Analysis. Other standards are available.

  1. Load the available standards for the job template, see Technical Cleanliness Standard Selection Workbench.
  2. Select the standards that are relevant for the operator's analysis, see Technical Cleanliness Standard Selection Tool.

Group

Group for input forms loop and Load Files workbench.

The Define Outputs tool does not display any entries. Therefore, editing is not possible.

Loop

Loop for Input Forms.

Iteration of all working steps within the loop definition.

  1. Configure the number of loops the tasks in the next loop will perform.
  2. Sets the working steps for the operator, see Loop Task.

Input Form

In the Form Selection tool, input forms are provided.

  1. In the Create Form Image tool, configure the size of the input form image in the report.
  2. Select from the set of pre-defined input form templates an appropriate input form. For component cleanliness one input form per extraction method is provided and furthermore one general form with minimum content.
  3. Add the customer data to the corresponding file. The Operator selects the customer data.

The customers are managed with an Excel file. This file is stored per default here: C\ProgramData\Carl Zeiss\ZENcore\Customer.Contacts.xlsx

The form is displayed in the report, see Form Selection Tool and Create Form Image Tool.

Load File

In the Load Multiple Images tool, loads multiple images from disk.

  1. Load one or more image files to the gallery.
  2. In the next step, the image will be loaded to the Image view.
  3. The number of loaded images determine the number of workflow iterations of the following steps.
  4. Each iteration finishes with the report step before the next iteration starts.

Loop

Iteration of all working steps within the loop definition.

  1. Select the number or range of loop iterations. The default value is Batch processing, i.e. the number of iterations is determined by the setting in the first loop.

We recommend not to change the default values.

The operator will not see these settings, see Loop Settings Tool.

Image Processing

Changes the image format to 8 bit.

Default: Run silent

We recommend not to change the default parameters.

See Convert Pixel Format Tool.

Image Channel Mapping

Determines the channel allocation for image analysis.

Default: Run silent

No parameters are accessible.

See Image Channel Mapping Tool.

TCA Analysis Task Group (Component)

Provides the image analysis setting for component cleanliness.

The Technical Cleanliness Analysis setting is applied by default to determine the particle types, i.e. metallic-shiny, non-shiny, and fiber.

We recommend not to change the default parameters.

The operator will not see these settings.

See Load Setting Tool

Frame Setup

Sets up and adds a measurement frame to the image. Only the area inside the frame is used for the analysis. The area of the measurement frame is retrieved from the Tiles (measurement area) tool.

Default: Run silent

Activated: Uses Tile Region Geometry, i.e. the measurement frame is retrieved automatically from the configured tiles regions, see

Particle Segmentation (Components)

Extracts objects from the background by applying the pre-defined relative threshold range.

  1. Adjust the Relative Threshold if required. The Relative Threshold refers to the Relative Image Brightness (Luminosity).

Methods defined by the standards for component cleanliness:

  • Standard Analysis
    The threshold setting shall not be modified.
  • Extended Analysis - Free Analysis
    The threshold setting can be adjusted if required.

See Concept of Relative Image Brightness and Relative Threshold.

The operator uses these values for the image segmentation, see Particle Segmentation Tool (Components).

Region Filter

Applies a filter to Image Analysis results.

Default: Run silent. Feret Maximum is activated and set to a minimum of 5 µm for component cleanliness and to 1 µm for oil cleanliness.

Note: Only relevant for oil job templates: the default region filter setting in all oil job templates is by default 1 µm for the minimum particle size and required for SAE AS 4059. This setting increases the analysis time. For oil standards with a size classification starting from 5 µm the region filter setting might be adapted accordingly.

In the Image Gallery, all particles are displayed from 5 µm length onwards for component cleanliness testing and 1 µm length onwards for oil cleanliness testing.

Measurement Data

Shows measurement results for the detected particles after segmentation and image analysis.

Default: Run silent

The Measurement Data tool displays the particle results. The calculation is performed with default values in the background, see Measurement Data Tool.

The operator will not see these settings.

Standard Specific Settings

Configures specific parameter for the standard based calculation.

Default: Run silent

  1. Select the type of membrane filter in use.
  2. This determines the allowed range for the occupancy rate as defined by the standard.
  3. Adjust settings for the Normalization Parameter.
  4. Select whether the particle size class All shall display the results including fibers or not.
  5. Select how many of the largest particles per type you want to add to the report.
  6. The coordinates of all pre-selected particles will be added to the position list with EDF.
  7. Optionally, you can add the Equivalent Spherical Method (Components) tool to the workbench. The operator can adjust the Measurement Frame Area of the Frame Setup tool.
  1. These settings are conducted automatically in the operator workflow.

See

  • Occupancy Rate (Components) Tool
  • Normalization Parameter (Components) Tool
  • Type Classification for Class "All" Tool
  • Cleanliness Classification (Length) Tool
  • Particle Gallery (Report) Tool
  • Equivalent Particle Area (Components) Tool

Size Distribution

No further action required.

See:

  • Size Distribution View
  • Standard Result Selection Tool
  • Displayed Normalization Tool
  • Cleanliness Classification (Length) Tool
  • Specimen Overview Tool
  • Statistical Analysis Tool
  • Result Approval Tool
  • Occupancy Rate (Components) Tool or Occupancy Rate (Oil, Lubricants) Tool

Technical Cleanliness Results Output

Configures the layout of the gallery images in the report document and enables HYDAC Process Data Extraction.

With Shuttle & Find: enables the export of an EDS file with particle positions.

We recommend not to change the default parameter for the gallery image layout.

  1. Add the file path to where the HYDAC parameter XML file is stored.

See:

  • HYDAC Data Extraction Tool
  • With Shuttle & Find, see EDX File Export Tool

TCA Report

This component cleanliness specific workbench creates a TCA report for each specimen.

  1. In the Template Selection tool, the default report template is pre-selected.
  2. In the Display Settings tool, select a particle counting result, one or more chart types, and one or more particle types. Select System Properties to have the system properties displayed in the report.
  3. In the Gallery Setting tool, set the image count per row.
  4. The TCA report is configured for the operator. Note: The total number of particles per type is defined in the Standard Specific Settings workbench in the Particle Gallery (Report) (Components) tool.

See

  • Template Selection Tool
  • Chart Selection Tool
  • Gallery Setting Tool

Supervisor Overview: Workflow with Loaded Image with AI based Object Classification (Components)

Technical Cleanliness Standard Selection

Provides a list of the available standards for the TCA module to be used for the analysis with ML-based object classification. Preselected is: VDA 19.1 Extended Analysis - Free Analysis with ML Object Classification. Only standards with the addition "Component Cleanliness with Object Classification" may be used for object classification.

  1. Load the available standards to the job template.
  2. Select the standards that are relevant for the operator's analysis, see Technical Cleanliness Standard Selection Tool.

NOTICE! For particle height measurement and correlative analysis only one standard can be selected.

Group

Group for input forms loop and Load Files workbench.

The Define Outputs tool does not display any entries. Therefore, editing is not possible.

Loop

Loop for Input Forms.

Iteration of all working steps within the loop definition.

  1. Configure the number of loops the tasks in the next loop will perform.
  2. Sets the working steps for the operator, see Loop Task.

Input Form

In the Form Selection tool, input forms are provided.

  1. In the Create Form Image tool, configure the size of the input form image in the report.
  2. Select from the set of pre-defined input form templates an appropriate input form. For component cleanliness one input form per extraction method is provided and furthermore one general form with minimum content.
  3. Add the customer data to the corresponding file. The Operator selects the customer data.

The customers are managed with an Excel file. This file is stored per default here: C\ProgramData\Carl Zeiss\ZENcore\Customer.Contacts.xlsx

The form is displayed in the report, see Form Selection Tool and Create Form Image Tool.

Load File

In the Load Multiple Images tool, loads multiple images from disk.

  1. Load one or more image files to the gallery.
  2. In the next step, the image will be loaded to the Image view.
  3. The number of loaded images determine the number of workflow iterations of the following steps.
  4. Each iteration finishes with the report step before the next iteration starts.

Loop

Iteration of all working steps within the loop definition.

  1. Select the number or range of loop iterations. The default value is Batch processing, i.e. the number of iterations is determined by the setting in the first loop.

We recommend not to change the default values.

The operator will not see these settings, see Loop Settings Tool.

Image Processing

Changes the image format to 8 bit.

Default: Run silent

We recommend not to change the default parameters.

See Convert Pixel Format Tool.

Image Channel Mapping

Determines the channel allocation for image analysis.

Default: Run silent

No parameters are accessible.

See Image Channel Mapping Tool.

TCA Analysis Task Group (Component)

Provides the image analysis setting for component cleanliness.

The Technical Cleanliness Analysis setting is applied by default to determine the particle types, i.e. metallic-shiny, non-shiny, and fiber.

We recommend not to change the default parameters.

The operator will not see these settings.

See Load Setting Tool

Frame Setup

Sets up and adds a measurement frame to the image. Only the area inside the frame is used for the analysis. The area of the measurement frame is retrieved from the Tiles (measurement area) tool.

Default: Run silent

Activated: Uses Tile Region Geometry, i.e. the measurement frame is retrieved automatically from the configured tiles regions, see

Particle Segmentation (Components)

Extracts objects from the background by applying the pre-defined relative threshold range.

  1. Adjust the Relative Threshold if required. The Relative Threshold refers to the Relative Image Brightness (Luminosity).

Methods defined by the standards for component cleanliness:

  • Standard Analysis
    The threshold setting shall not be modified.
  • Extended Analysis - Free Analysis
    The threshold setting can be adjusted if required.

See Concept of Relative Image Brightness and Relative Threshold.

The operator uses these values for the image segmentation, see Particle Segmentation Tool (Components).

Region Filter

Applies a filter to Image Analysis results.

Default: Run silent. Feret Maximum is activated and set to a minimum of 5 µm for component cleanliness and to 1 µm for oil cleanliness.

Note: Only relevant for oil job templates: the default region filter setting in all oil job templates is by default 1 µm for the minimum particle size and required for SAE AS 4059. This setting increases the analysis time. For oil standards with a size classification starting from 5 µm the region filter setting might be adapted accordingly.

In the Image Gallery, all particles are displayed from 5 µm length onwards for component cleanliness testing and 1 µm length onwards for oil cleanliness testing.

Measurement Data

Shows measurement results for the detected particles after segmentation and image analysis.

Default: Run silent

The Measurement Data tool displays the particle results. The calculation is performed with default values in the background, see Measurement Data Tool.

The operator will not see these settings.

Intellesis Object Classification

After the image has been analyzed, you use a trained model for ML-based object classification; here, you classify particles. The results of the Intellesis Object Classification are integrated into the standard calculation, such that there are no further adjustments needed.
Depending on your specimen, retraining of the object classification model might be necessary to adapt the particle type differentiation to your needs. The training of object classification models requires licensing of the AI Toolkit.

See:

Default: Run silent.

The object classification model for POL-135 POL-90 images is preselected. If you use different POL channel combinations, select the corresponding object classification model accordingly.

See

Standard Specific Settings

Configures specific parameter for the standard based calculation.

Default: Run silent

  1. Select the type of membrane filter in use.
  2. This determines the allowed range for the occupancy rate as defined by the standard.
  3. Adjust settings for the Normalization Parameter.
  4. Select whether the particle size class All shall display the results including fibers or not.
  5. Select how many of the largest particles per type you want to add to the report.
  6. The coordinates of all pre-selected particles will be added to the position list with EDF.
  7. Optionally, you can add the Equivalent Spherical Method (Components) tool to the workbench. The operator can adjust the Measurement Frame Area of the Frame Setup tool.
  1. These settings are conducted automatically in the operator workflow.

See

  • Occupancy Rate (Components) Tool
  • Normalization Parameter (Components) Tool
  • Type Classification for Class "All" Tool
  • Cleanliness Classification (Length) Tool
  • Particle Gallery (Report) Tool
  • Equivalent Particle Area (Components) Tool

Size Distribution

No further action required.

See:

  • Size Distribution View
  • Standard Result Selection Tool
  • Displayed Normalization Tool
  • Cleanliness Classification (Length) Tool
  • Specimen Overview Tool
  • Statistical Analysis Tool
  • Result Approval Tool
  • Occupancy Rate (Components) Tool or Occupancy Rate (Oil, Lubricants) Tool

To follow the workflow steps description, see Last Workflow Steps Independent of Active Branch.

Supervisor Overview: Workflow with Image Acquisition with S&F and ML Object Classification and HM (Components)

This workflow description explains how the Supervisor configures the Component Cleanliness Testing workflow for the Operator who acquires images at the LM and the EM and uses Intellesis object classification models for the particle type differentiation. Particle height measurement is performed.

Technical Cleanliness Standard Selection

Provides a list of the available standards for the TCA module to be used for the analysis with ML-based object classification. Preselected is: VDA 19.1 Extended Analysis - Free Analysis with ML Object Classification. Only standards with the addition "Component Cleanliness with Object Classification" may be used for object classification.

  1. Load the available standards to the job template.
  2. Select the standards that are relevant for the operator's analysis, see Technical Cleanliness Standard Selection Tool.

NOTICE! For particle height measurement and correlative analysis only one standard can be selected.

Group

Group for Input Form loop, Tiles Measurement Area and Split Image workbenches.

The Define Outputs tool does not display any entries. Therefore, editing is not possible.

Loop

Loop for Input Forms.

Iteration of all working steps within the loop definition.

  1. Configure the number of loops the tasks in the next loop will perform.
  2. Sets the working steps for the operator, see Loop Task.

Input Form

In the Form Selection tool, input forms are provided.

  1. In the Create Form Image tool, configure the size of the input form image in the report.
  2. Select from the set of pre-defined input form templates an appropriate input form. For component cleanliness one input form per extraction method is provided and furthermore one general form with minimum content.
  3. Add the customer data to the corresponding file. The Operator selects the customer data.

The customers are managed with an Excel file. This file is stored per default here: C\ProgramData\Carl Zeiss\ZENcore\Customer.Contacts.xlsx

The form is displayed in the report, see Form Selection Tool and Create Form Image Tool.

S&F Holder Calibration

Calibrates the correlative holder before starting the image acquisition on the LM and in Free Mode on the EM.

  1. Select the sample holder the Operator will use, see Calibration Settings Tool.

Tiles (measurement area)

Configures the settings of the specimen acquisition.

  1. Configure the image acquisition and save it as individual setting in the Camera tool.
  2. Perform a shading correction.
  3. Adjust tile regions to the specimen area to be analyzed, and save it as individual setting in the Camera tool.
  4. Verify the focus points

See

The operator uses this settings for the specimen acquisition.

Split Image

Splits n tile region images into n individual overview images.

Default: Run silent

We recommend not to change the default parameters.

See Split by Dimension Tool.

Loop

Iteration of all working steps within the loop definition.

  1. Select the number or range of loop iterations. The default value is Batch processing, i.e. the number of iterations is determined by the setting in the first loop.

We recommend not to change the default values.

The operator will not see these settings, see Loop Settings Tool.

Image Processing

Changes the image format to 8 bit.

Default: Run silent

We recommend not to change the default parameters.

See Convert Pixel Format Tool.

Image Channel Mapping

Determines the channel allocation for image analysis.

Default: Run silent

No parameters are accessible.

See Image Channel Mapping Tool.

TCA Analysis Task Group (Component)

Provides the image analysis setting for component cleanliness.

The Technical Cleanliness Analysis setting is applied by default to determine the particle types, i.e. metallic-shiny, non-shiny, and fiber.

We recommend not to change the default parameters.

The operator will not see these settings.

See Load Setting Tool

Frame Setup

Sets up and adds a measurement frame to the image. Only the area inside the frame is used for the analysis. The area of the measurement frame is retrieved from the Tiles (measurement area) tool.

Default: Run silent

Activated: Uses Tile Region Geometry, i.e. the measurement frame is retrieved automatically from the configured tiles regions, see

Particle Segmentation (Components)

Extracts objects from the background by applying the pre-defined relative threshold range.

  1. Adjust the Relative Threshold if required. The Relative Threshold refers to the Relative Image Brightness (Luminosity).

Methods defined by the standards for component cleanliness:

  • Standard Analysis
    The threshold setting shall not be modified.
  • Extended Analysis - Free Analysis
    The threshold setting can be adjusted if required.

See Concept of Relative Image Brightness and Relative Threshold.

The operator uses these values for the image segmentation, see Particle Segmentation Tool (Components).

Region Filter

Applies a filter to Image Analysis results.

Default: Run silent. Feret Maximum is activated and set to a minimum of 5 µm for component cleanliness and to 1 µm for oil cleanliness.

Note: Only relevant for oil job templates: the default region filter setting in all oil job templates is by default 1 µm for the minimum particle size and required for SAE AS 4059. This setting increases the analysis time. For oil standards with a size classification starting from 5 µm the region filter setting might be adapted accordingly.

In the Image Gallery, all particles are displayed from 5 µm length onwards for component cleanliness testing and 1 µm length onwards for oil cleanliness testing.

Measurement Data

Shows measurement results for the detected particles after segmentation and image analysis.

Default: Run silent

The Measurement Data tool displays the particle results. The calculation is performed with default values in the background, see Measurement Data Tool.

The operator will not see these settings.

Intellesis Object Classification

After the image has been analyzed, you use a trained model for ML-based object classification; here, you classify particles. The results of the Intellesis Object Classification are integrated into the standard calculation, such that there are no further adjustments needed.
Depending on your specimen, retraining of the object classification model might be necessary to adapt the particle type differentiation to your needs. The training of object classification models requires licensing of the AI Toolkit.

See:

Default: Run silent.

The object classification model for POL-135 POL-90 images is preselected. If you use different POL channel combinations, select the corresponding object classification model accordingly.

See

Standard Specific Settings

Configures specific parameter for the standard based calculation.

Default: Run silent

  1. Select the type of membrane filter in use.
  2. This determines the allowed range for the occupancy rate as defined by the standard.
  3. Adjust settings for the Normalization Parameter.
  4. Select whether the particle size class All shall display the results including fibers or not.
  5. Select how many of the largest particles per type you want to add to the report.
  6. The coordinates of all pre-selected particles will be added to the position list with EDF.
  7. Optionally, you can add the Equivalent Spherical Method (Components) tool to the workbench. The operator can adjust the Measurement Frame Area of the Frame Setup tool.
  1. These settings are conducted automatically in the operator workflow.

See

  • Occupancy Rate (Components) Tool
  • Normalization Parameter (Components) Tool
  • Type Classification for Class "All" Tool
  • Cleanliness Classification (Length) Tool
  • Particle Gallery (Report) Tool
  • Equivalent Particle Area (Components) Tool

Switch

Changes between the branches.

  1. Select the active branch according to the operator's needs, see Configuring the TCA Job Template by Switching the Active Branch.
    You have the following options:
    Size Distribution Live. See Size Distribution Live - Branch
    Size Distribution Live & EDF/Position List. This is a prerequisite for the selection of the height measurement branch. See Size Distribution Live EDF/Position List - Branch

Size Distribution Live

Displays a group of tasks for workflow steps demanding hardware control. The corresponding task group is loaded.

No further action required.

See Configuring the TCA Job Template by Switching the Active Branch.

Size Distribution (Live)

These workflow steps are only visible for the active branch Size Distribution Live.

No further action required.

See:

  • Size Distribution View
  • Standard Result Selection Tool
  • Displayed Normalization Tool
  • Cleanliness Classification (Length) Tool
  • Specimen Overview Tool
  • Statistical Analysis Tool
  • Result Approval Tool
  • Occupancy Rate (Components) Tool or Occupancy Rate (Oil, Lubricants) Tool

Switch

Changes between the branches.

  1. Size Distribution Live & EDF/Position List branch is selected.
  1. Select the branch according to the operator's needs.
    You have the following options:
    With Height Measurement
    Without Height Measurement

For information on the branch switches, see Configuring the TCA Job Template by Switching the Active Branch.

With Height Measurement

Displays a group of tasks for workflow steps demanding hardware control.

The corresponding task group is loaded.

No further action required.

See Configuring the TCA Job Template by Switching the Active Branch.

Interactive Height Measurement

Only visible with active branch With Height Measurement.

Enables to perform interactive height measurements.

To perform the interactive particle height measurement conduct manual focusing as described:

  1. Manually define the z-position at the membrane filter beside the selected particle as lowest position.
  2. Manually define the z-position at the top of the particle as highest position.
  1. The absolute difference between both z-values is the determined particle height.

See Interactive Particle Height Measurement Tool.

Position List with EDF

If zero particles are found, for example, in a blank test, this step is skipped.

An EDF image is created.

Acquires automatically an EDF image of the largest particle per type for the particle gallery in the report. The corresponding particle coordinates are saved by default in the Position List tool. The displayed number of particles per type cannot be modified in the EDF step. Note: The total number of particles per type is defined in the Standard Specific Settings workbench in the Particle Gallery (Report) (Components) tool.

Define the initial microscope and camera setting. Adjust the step size for the automated EDF acquisition.

See:

  • Light Path Editing Tool
  • EDF Setup (motorized focus) Tool
  • Extended Camera Tool
  • Position List Tool
  • Select Active Camera

Reset Device Parameters

Changes the microscope hardware and camera settings. Restores the initial microscope and camera settings as defined in the Tiles (measurement area) workbench.

No further action required.

Split EDF Image

Splits the image scene into n images.

Default: Run silent

We recommend not to change the default parameters.

See Split by Dimension Tool.

Technical Cleanliness Results Output

Configures the layout of the gallery images in the report document and enables HYDAC Process Data Extraction.

With Shuttle & Find: enables the export of an EDS file with particle positions.

We recommend not to change the default parameter for the gallery image layout.

  1. Add the file path to where the HYDAC parameter XML file is stored.

See:

  • HYDAC Data Extraction Tool
  • With Shuttle & Find, see EDX File Export Tool

TCA Report

This component cleanliness specific workbench creates a TCA report for each specimen.

  1. In the Template Selection tool, the default report template is pre-selected.
  2. In the Display Settings tool, select a particle counting result, one or more chart types, and one or more particle types. Select System Properties to have the system properties displayed in the report.
  3. In the Gallery Setting tool, set the image count per row.
  4. The TCA report is configured for the operator. Note: The total number of particles per type is defined in the Standard Specific Settings workbench in the Particle Gallery (Report) (Components) tool.

See

  • Template Selection Tool
  • Chart Selection Tool
  • Gallery Setting Tool

Supervisor Overview: Workflow with Image Acquisition (Oil)

This workflow description explains the workflow steps including theSwitch workbench to select an active branch, as well as groups and loops. Here, you configure the workflow for the operator who acquires the images. The first steps in the workflow are the same, but from the second Switch workbench on, you configure the workflow. However, the last steps are again the same for the different workflows.

Technical Cleanliness Standard Selection

Provides a list of available standards for the TCA module that shall be used for the analysis.

  1. Load the available standards for the job template, see Technical Cleanliness Standard Selection workbench.
  2. Select the standards that are relevant for the operator's analysis, see Technical Cleanliness Standard Selection Tool.

NOTICE! For particle height measurement and correlative analysis only one standard can be selected.

Group

Group for Input Form loop, Tiles Measurement Area and Split Image workbenches.

The Define Outputs tool does not display any entries. Therefore, editing is not possible.

Loop

Loop for Input Forms.

Iteration of all working steps within the loop definition.

  1. Configure the number of loops the tasks in the next loop will perform.
  2. Sets the working steps for the operator, see Loop Task.

Input Form

In the Form Selection tool, input forms are provided.

  1. In the Create Form Image tool, configure the size of the input form image in the report.
  2. Select from the set of pre-defined input form templates an appropriate input form. For component cleanliness one input form per extraction method is provided and furthermore one general form with minimum content.
  3. Add the customer data to the corresponding file. The Operator selects the customer data.

The customers are managed with an Excel file. This file is stored per default here: C\ProgramData\Carl Zeiss\ZENcore\Customer.Contacts.xlsx

The form is displayed in the report, see Form Selection Tool and Create Form Image Tool.

Tiles (measurement area)

Configures the settings of the specimen acquisition.

  1. Configure the image acquisition and save it as individual setting in the Camera tool.
  2. Perform a shading correction.
  3. Adjust tile regions to the specimen area to be analyzed, and save it as individual setting in the Camera tool.
  4. Verify the focus points

See

The operator uses this settings for the specimen acquisition.

Split Image

Splits n tile region images into n individual overview images.

Default: Run silent

We recommend not to change the default parameters.

See Split by Dimension Tool.

Loop

Iteration of all working steps within the loop definition.

  1. Select the number or range of loop iterations. The default value is Batch processing, i.e. the number of iterations is determined by the setting in the first loop.

We recommend not to change the default values.

The operator will not see these settings, see Loop Settings Tool.

Image Processing

Changes the image format to 8 bit.

Default: Run silent

We recommend not to change the default parameters.

See Convert Pixel Format Tool.

Image Channel Mapping

Determines the channel allocation for image analysis.

Default: Run silent

No parameters are accessible.

See Image Channel Mapping Tool.

TCA Analysis Task Group (Oil)

Provides the image analysis setting for oil cleanliness.

The Technical Cleanliness Analysis setting is applied by default to determine the particle types.

We recommend not to change the default parameters.

The operator will not see these settings.

See Load Setting Tool.

Frame Setup

Sets up and adds a measurement frame to the image. Only the area inside the frame is used for the analysis. The area of the measurement frame is retrieved from the Tiles (measurement area) tool.

Default: Run silent

Activated: Uses Tile Region Geometry, i.e. the measurement frame is retrieved automatically from the configured tiles regions, see

Particle Segmentation (Oil)

Extracts objects from the background by applying the pre-defined relative threshold range.

  1. Adjust the Threshold if required.

The operator uses these values for the image segmentation, see Particle Segmentation (Oil) Tool.

Region Filter

Applies a filter to Image Analysis results.

Default: Run silent. Feret Maximum is activated and set to a minimum of 5 µm for component cleanliness and to 1 µm for oil cleanliness.

Note: Only relevant for oil job templates: the default region filter setting in all oil job templates is by default 1 µm for the minimum particle size and required for SAE AS 4059. This setting increases the analysis time. For oil standards with a size classification starting from 5 µm the region filter setting might be adapted accordingly.

In the Image Gallery, all particles are displayed from 5 µm length onwards for component cleanliness testing and 1 µm length onwards for oil cleanliness testing.

Measurement Data

Shows measurement results for the detected particles after segmentation and image analysis.

Default: Run silent

The Measurement Data tool displays the particle results. The calculation is performed with default values in the background, see Measurement Data Tool.

The operator will not see these settings.

Standard Specific Settings

Configures specific parameter for the standard based calculation.

Default: Run silent

  1. Select the type of membrane filter in use.
  2. This determines the allowed range for the occupancy rate.
  3. Adjust settings for the Normalization Parameter.
  4. Select whether the particle size class All shall display the results including fibers or not.
  5. Select how many of the largest particles per type you want to add to the report.
  6. The positions of all pre-selected particles will be added to the Position list with EDF.
  1. These settings are conducted automatically in the operator workflow, see
  • Occupancy Rate (Oil, Lubricants) Tool
  • Normalization Parameter (Oil Cleanliness) Tool
  • Type Classification for Class "All" Tool
  • Cleanliness Classification (Length) Tool
  • Particle Gallery (Report) Tool

Switch

Changes between the branches.

  1. Select the active branch according to the operator's needs, see Configuring the TCA Job Template by Switching the Active Branch.
    You have the following options:
    Size Distribution Live. See Size Distribution Live - Branch
    Size Distribution Live & EDF/Position List. This is a prerequisite for the selection of the height measurement branch. See Size Distribution Live EDF/Position List - Branch

Supervisor Overview: Workflow with Loaded Image (Oil)

This workflow description explains the workflow as well as groups and loops. Here, you configure the workflow for the operator who loads images. However, the last steps are the same for the different workflows.

Technical Cleanliness Standard Selection

Provides a default standard for TCA that shall be used for the analysis: ISO 4406. Other standards are available.

  1. Load the available standards provided by the job template.
  2. Select the standards that are relevant for the operator's analysis, see Technical Cleanliness Standard Selection Tool.

Group

Group for input forms loop and Load Files workbench.

The Define Outputs tool does not display any entries. Therefore, editing is not possible.

Loop

Loop for Input Forms.

Iteration of all working steps within the loop definition.

  1. Configure the number of loops the tasks in the next loop will perform.
  2. Sets the working steps for the operator, see Loop Task.

Input Form

In the Form Selection tool, input forms are provided.

  1. In the Create Form Image tool, configure the size of the input form image in the report.
  2. Select from the set of pre-defined input form templates an appropriate input form. For component cleanliness one input form per extraction method is provided and furthermore one general form with minimum content.
  3. Add the customer data to the corresponding file. The Operator selects the customer data.

The customers are managed with an Excel file. This file is stored per default here: C\ProgramData\Carl Zeiss\ZENcore\Customer.Contacts.xlsx

The form is displayed in the report, see Form Selection Tool and Create Form Image Tool.

Load File

In the Load Multiple Images tool, loads multiple images from disk.

  1. Load one or more image files to the gallery.
  2. In the next step, the image will be loaded to the Image view.
  3. The number of loaded images determine the number of workflow iterations of the following steps.
  4. Each iteration finishes with the report step before the next iteration starts.

Loop

Iteration of all working steps within the loop definition.

  1. Select the number or range of loop iterations. The default value is Batch processing, i.e. the number of iterations is determined by the setting in the first loop.

We recommend not to change the default values.

The operator will not see these settings, see Loop Settings Tool.

Image Processing

Changes the image format to 8 bit.

Default: Run silent

We recommend not to change the default parameters.

See Convert Pixel Format Tool.

Image Channel Mapping

Determines the channel allocation for image analysis.

Default: Run silent

No parameters are accessible.

See Image Channel Mapping Tool.

TCA Analysis Task Group (Oil)

Provides the image analysis setting for oil cleanliness.

The Technical Cleanliness Analysis setting is applied by default to determine the particle types.

We recommend not to change the default parameters.

The operator will not see these settings.

See Load Setting Tool.

Frame Setup

Sets up and adds a measurement frame to the image. Only the area inside the frame is used for the analysis. The area of the measurement frame is retrieved from the Tiles (measurement area) tool.

Default: Run silent

Activated: Uses Tile Region Geometry, i.e. the measurement frame is retrieved automatically from the configured tiles regions, see

Particle Segmentation (Oil)

Extracts objects from the background by applying the pre-defined relative threshold range.

  1. Adjust the Threshold if required.

The operator uses these values for the image segmentation, see Particle Segmentation (Oil) Tool.

Region Filter

Applies a filter to Image Analysis results.

Default: Run silent. Feret Maximum is activated and set to a minimum of 5 µm for component cleanliness and to 1 µm for oil cleanliness.

Note: Only relevant for oil job templates: the default region filter setting in all oil job templates is by default 1 µm for the minimum particle size and required for SAE AS 4059. This setting increases the analysis time. For oil standards with a size classification starting from 5 µm the region filter setting might be adapted accordingly.

In the Image Gallery, all particles are displayed from 5 µm length onwards for component cleanliness testing and 1 µm length onwards for oil cleanliness testing.

Measurement Data

Shows measurement results for the detected particles after segmentation and image analysis.

Default: Run silent

The Measurement Data tool displays the particle results. The calculation is performed with default values in the background, see Measurement Data Tool.

The operator will not see these settings.

Standard Specific Settings

Configures specific parameter for the standard based calculation.

Default: Run silent

  1. Select the type of membrane filter in use.
  2. This determines the allowed range for the occupancy rate.
  3. Adjust settings for the Normalization Parameter.
  4. Select whether the particle size class All shall display the results including fibers or not.
  5. Select how many of the largest particles per type you want to add to the report.
  6. The positions of all pre-selected particles will be added to the Position list with EDF.
  1. These settings are conducted automatically in the operator workflow, see
  • Occupancy Rate (Oil, Lubricants) Tool
  • Normalization Parameter (Oil Cleanliness) Tool
  • Type Classification for Class "All" Tool
  • Cleanliness Classification (Length) Tool
  • Particle Gallery (Report) Tool

Size Distribution

No further action required.

See:

  • Size Distribution View
  • Standard Result Selection Tool
  • Displayed Normalization Tool
  • Cleanliness Classification (Length) Tool
  • Specimen Overview Tool
  • Statistical Analysis Tool
  • Result Approval Tool
  • Occupancy Rate (Components) Tool or Occupancy Rate (Oil, Lubricants) Tool

To follow the workflow steps description, see Last Workflow Steps Independent of Active Branch.

Supervisor Overview: Workflow with Image Acquisition with S&F and HM (Components)

This workflow description explains how the Supervisor configures the Component Cleanliness Testing workflow for the Operator who acquires images at the LM and the EM to perform correlative analysis and particle height measurement at the LM.

Technical Cleanliness Standard Selection

Provides a list of available standards for the TCA module that shall be used for the analysis.

  1. Load the available standards for the job template, see Technical Cleanliness Standard Selection workbench.
  2. Select the standards that are relevant for the operator's analysis, see Technical Cleanliness Standard Selection Tool.

NOTICE! For particle height measurement and correlative analysis only one standard can be selected.

Group

Group for Input Form loop, Tiles Measurement Area and Split Image workbenches.

The Define Outputs tool does not display any entries. Therefore, editing is not possible.

Loop

Loop for Input Forms.

Iteration of all working steps within the loop definition.

  1. Configure the number of loops the tasks in the next loop will perform.
  2. Sets the working steps for the operator, see Loop Task.

Input Form

In the Form Selection tool, input forms are provided.

  1. In the Create Form Image tool, configure the size of the input form image in the report.
  2. Select from the set of pre-defined input form templates an appropriate input form. For component cleanliness one input form per extraction method is provided and furthermore one general form with minimum content.
  3. Add the customer data to the corresponding file. The Operator selects the customer data.

The customers are managed with an Excel file. This file is stored per default here: C\ProgramData\Carl Zeiss\ZENcore\Customer.Contacts.xlsx

The form is displayed in the report, see Form Selection Tool and Create Form Image Tool.

S&F Holder Calibration

Calibrates the correlative holder before starting the image acquisition on the LM and in Free Mode on the EM.

  1. Select the sample holder the Operator will use, see Calibration Settings Tool.

Tiles (measurement area)

Configures the settings of the specimen acquisition.

  1. Configure the image acquisition and save it as individual setting in the Camera tool.
  2. Perform a shading correction.
  3. Adjust tile regions to the specimen area to be analyzed, and save it as individual setting in the Camera tool.
  4. Verify the focus points

See

The operator uses this settings for the specimen acquisition.

Split Image

Splits n tile region images into n individual overview images.

Default: Run silent

We recommend not to change the default parameters.

See Split by Dimension Tool.

Loop

Iteration of all working steps within the loop definition.

  1. Select the number or range of loop iterations. The default value is Batch processing, i.e. the number of iterations is determined by the setting in the first loop.

We recommend not to change the default values.

The operator will not see these settings, see Loop Settings Tool.

Image Processing

Changes the image format to 8 bit.

Default: Run silent

We recommend not to change the default parameters.

See Convert Pixel Format Tool.

Image Channel Mapping

Determines the channel allocation for image analysis.

Default: Run silent

No parameters are accessible.

See Image Channel Mapping Tool.

TCA Analysis Task Group (Component)

Provides the image analysis setting for component cleanliness.

The Technical Cleanliness Analysis setting is applied by default to determine the particle types, i.e. metallic-shiny, non-shiny, and fiber.

We recommend not to change the default parameters.

The operator will not see these settings.

See Load Setting Tool

Frame Setup

Sets up and adds a measurement frame to the image. Only the area inside the frame is used for the analysis. The area of the measurement frame is retrieved from the Tiles (measurement area) tool.

Default: Run silent

Activated: Uses Tile Region Geometry, i.e. the measurement frame is retrieved automatically from the configured tiles regions, see

Particle Segmentation (Components)

Extracts objects from the background by applying the pre-defined relative threshold range.

  1. Adjust the Relative Threshold if required. The Relative Threshold refers to the Relative Image Brightness (Luminosity).

Methods defined by the standards for component cleanliness:

  • Standard Analysis
    The threshold setting shall not be modified.
  • Extended Analysis - Free Analysis
    The threshold setting can be adjusted if required.

See Concept of Relative Image Brightness and Relative Threshold.

The operator uses these values for the image segmentation, see Particle Segmentation Tool (Components).

Region Filter

Applies a filter to Image Analysis results.

Default: Run silent. Feret Maximum is activated and set to a minimum of 5 µm for component cleanliness and to 1 µm for oil cleanliness.

Note: Only relevant for oil job templates: the default region filter setting in all oil job templates is by default 1 µm for the minimum particle size and required for SAE AS 4059. This setting increases the analysis time. For oil standards with a size classification starting from 5 µm the region filter setting might be adapted accordingly.

In the Image Gallery, all particles are displayed from 5 µm length onwards for component cleanliness testing and 1 µm length onwards for oil cleanliness testing.

Measurement Data

Shows measurement results for the detected particles after segmentation and image analysis.

Default: Run silent

The Measurement Data tool displays the particle results. The calculation is performed with default values in the background, see Measurement Data Tool.

The operator will not see these settings.

Standard Specific Settings

Configures specific parameter for the standard based calculation.

Default: Run silent

  1. Select the type of membrane filter in use.
  2. This determines the allowed range for the occupancy rate as defined by the standard.
  3. Adjust settings for the Normalization Parameter.
  4. Select whether the particle size class All shall display the results including fibers or not.
  5. Select how many of the largest particles per type you want to add to the report.
  6. The coordinates of all pre-selected particles will be added to the position list with EDF.
  7. Optionally, you can add the Equivalent Spherical Method (Components) tool to the workbench. The operator can adjust the Measurement Frame Area of the Frame Setup tool.
  1. These settings are conducted automatically in the operator workflow.

See

  • Occupancy Rate (Components) Tool
  • Normalization Parameter (Components) Tool
  • Type Classification for Class "All" Tool
  • Cleanliness Classification (Length) Tool
  • Particle Gallery (Report) Tool
  • Equivalent Particle Area (Components) Tool

Switch

Changes between the branches.

  1. Select the active branch according to the operator's needs, see Configuring the TCA Job Template by Switching the Active Branch.
    You have the following options:
    Size Distribution Live. See Size Distribution Live - Branch
    Size Distribution Live & EDF/Position List. This is a prerequisite for the selection of the height measurement branch. See Size Distribution Live EDF/Position List - Branch

Group

Group for Size Distribution Live & EDF/Position List loop and workbenches.

No entries are displayed. Therefore, editing is not possible.

Size Distribution (Live)

These workflow steps are only visible for the active branch Size Distribution Live.

No further action required.

See:

  • Size Distribution View
  • Standard Result Selection Tool
  • Displayed Normalization Tool
  • Cleanliness Classification (Length) Tool
  • Specimen Overview Tool
  • Statistical Analysis Tool
  • Result Approval Tool
  • Occupancy Rate (Components) Tool or Occupancy Rate (Oil, Lubricants) Tool

Switch

Changes between the branches.

  1. Size Distribution Live & EDF/Position List branch is selected.
  1. Select the branch according to the operator's needs.
    You have the following options:
    With Height Measurement
    Without Height Measurement

For information on the branch switches, see Configuring the TCA Job Template by Switching the Active Branch.

With Height Measurement

Displays a group of tasks for workflow steps demanding hardware control.

The corresponding task group is loaded.

No further action required.

See Configuring the TCA Job Template by Switching the Active Branch.

Interactive Height Measurement

Only visible with active branch With Height Measurement.

Enables to perform interactive height measurements.

To perform the interactive particle height measurement conduct manual focusing as described:

  1. Manually define the z-position at the membrane filter beside the selected particle as lowest position.
  2. Manually define the z-position at the top of the particle as highest position.
  1. The absolute difference between both z-values is the determined particle height.

See Interactive Particle Height Measurement Tool.

Position List with EDF

If zero particles are found, for example, in a blank test, this step is skipped.

An EDF image is created.

Acquires automatically an EDF image of the largest particle per type for the particle gallery in the report. The corresponding particle coordinates are saved by default in the Position List tool. The displayed number of particles per type cannot be modified in the EDF step. Note: The total number of particles per type is defined in the Standard Specific Settings workbench in the Particle Gallery (Report) (Components) tool.

Define the initial microscope and camera setting. Adjust the step size for the automated EDF acquisition.

See:

  • Light Path Editing Tool
  • EDF Setup (motorized focus) Tool
  • Extended Camera Tool
  • Position List Tool
  • Select Active Camera

Reset Device Parameters

Changes the microscope hardware and camera settings. Restores the initial microscope and camera settings as defined in the Tiles (measurement area) workbench.

No further action required.

Split EDF Image

Splits the image scene into n images.

Default: Run silent

We recommend not to change the default parameters.

See Split by Dimension Tool.

Technical Cleanliness Results Output

Configures the layout of the gallery images in the report document and enables HYDAC Process Data Extraction.

With Shuttle & Find: enables the export of an EDS file with particle positions.

We recommend not to change the default parameter for the gallery image layout.

  1. Add the file path to where the HYDAC parameter XML file is stored.

See:

  • HYDAC Data Extraction Tool
  • With Shuttle & Find, see EDX File Export Tool

TCA Report

This component cleanliness specific workbench creates a TCA report for each specimen.

  1. In the Template Selection tool, the default report template is pre-selected.
  2. In the Display Settings tool, select a particle counting result, one or more chart types, and one or more particle types. Select System Properties to have the system properties displayed in the report.
  3. In the Gallery Setting tool, set the image count per row.
  4. The TCA report is configured for the operator. Note: The total number of particles per type is defined in the Standard Specific Settings workbench in the Particle Gallery (Report) (Components) tool.

See

  • Template Selection Tool
  • Chart Selection Tool
  • Gallery Setting Tool

Size Distribution - Branch

This workflow step is only visible for the active branch Size Distribution.

Size Distribution

No further action required.

See:

  • Size Distribution View
  • Standard Result Selection Tool
  • Displayed Normalization Tool
  • Cleanliness Classification (Length) Tool
  • Specimen Overview Tool
  • Statistical Analysis Tool
  • Result Approval Tool
  • Occupancy Rate (Components) Tool or Occupancy Rate (Oil, Lubricants) Tool

To follow the workflow steps description, see Last Workflow Steps Independent of Active Branch.

Size Distribution Live - Branch

Size Distribution Live

Displays a group of tasks for workflow steps demanding hardware control. The corresponding task group is loaded.

No further action required.

See Configuring the TCA Job Template by Switching the Active Branch.

Size Distribution (Live)

These workflow steps are only visible for the active branch Size Distribution Live.

No further action required.

See:

  • Size Distribution View
  • Standard Result Selection Tool
  • Displayed Normalization Tool
  • Cleanliness Classification (Length) Tool
  • Specimen Overview Tool
  • Statistical Analysis Tool
  • Result Approval Tool
  • Occupancy Rate (Components) Tool or Occupancy Rate (Oil, Lubricants) Tool

To follow the workflow steps description, see Last Workflow Steps Independent of Active Branch.

Last Workflow Steps Independent of Active Branch

These last workflow steps are the same for all active branches.

Technical Cleanliness Results Output

Configures the layout of the gallery images in the report document and enables HYDAC Process Data Extraction.

With Shuttle & Find: enables the export of an EDS file with particle positions.

We recommend not to change the default parameter for the gallery image layout.

  1. Add the file path to where the HYDAC parameter XML file is stored.

See:

  • HYDAC Data Extraction Tool
  • With Shuttle & Find, see EDX File Export Tool

For Oil Cleanliness

Reports

This oil cleanliness specific workbench creates a report document for each specimen.

All selected standards are considered automatically.

See:

For Component Cleanliness

TCA Report

This component cleanliness specific workbench creates a TCA report for each specimen.

  1. In the Template Selection tool, the default report template is pre-selected.
  2. In the Display Settings tool, select a particle counting result, one or more chart types, and one or more particle types. Select System Properties to have the system properties displayed in the report.
  3. In the Gallery Setting tool, set the image count per row.
  4. The TCA report is configured for the operator. Note: The total number of particles per type is defined in the Standard Specific Settings workbench in the Particle Gallery (Report) (Components) tool.

See

  • Template Selection Tool
  • Chart Selection Tool
  • Gallery Setting Tool
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