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Concept TCA

With the operating concept of the TCA module, pre-defined measurement workflows are adapted by the supervisor for the everyday routine of the operator. The performance of a measurement can be automated to such an extent that only the project data need to be entered and the entire analysis process can run automatically. Due to these automated workflows, the operator's influence on the measurement results can be reduced to a minimum. In addition to the quality gained, the time necessary for the measurement is reduced as well. Supervisors and operators can focus on their specific tasks.

The operation of the module is based on the following operating concept:

  • Modifying and managing standard templates (Supervisor)
  • Copy and edit pre-configured standard templates in order to adapt the particle size classification. Define specific acceptance criteria for particle results based on allowed particle numbers per size class or individual mathematical conditions in terms of length and/or width.
  • Note that under Manage Templates you can edit the find pre-defined standard templates: one per standard and method.
  • For more information, see Standard Template Editor. For more information regarding available standards, see Introduction to Standards.
  • Note that for the initial operations you must select in the Standard Selection workbench (in the first step of your job template), the desired standard templates.
  • Modifying and managing job templates (Supervisor)
  • Copy and edit pre-configured TCA job templates in order to adapt the workflow to your needs and to the operator routine task, manage job templates, inspect and approve job results.
  • Note that under Job Mode you find pre-defined job templates for the assessment of particulate contamination according to the standards.
  • For more information, see Introduction to Standards.
  • Running Job templates (Operator)
  • Run TCA job templates created by the supervisor. Inspect and revise particle results if required by using the result views.

Note: In the role of a supervisor it is possible to perform functionalities of the operator.

General Workflow preparations

The following pre-defined job templates are included in the software, when you have licensed the TCA module. In this documentation, the procedure according to the existing, pre-defined job templates are described. The following job templates are available by default:

Parameter

Description

Component Cleanliness

You analyze loaded images or acquire images of filter membranes with particulate contamination originating from engine components or medical devices.

Oil Cleanliness

You analyze loaded images or acquire images of filter membranes with particulate contamination originating from fresh and used oils and lubricants, e.g. hydraulic, gear oils, or engine oils.

As a Supervisor, you can access/edit the job template in Job Mode.

The job templates always contain four major tasks:

  • Filling out an Input Form
  • In this step, the operator must fill out the input form with user and specimen specific information.
  • Image Acquisition
  • Image acquisition of the pre-defined specimen area.
  • Performing the Analysis
  • In this step, particles are extracted by image segmentation and analyzed according to the selected standards. The detailed workflow is described in the following sections.
  • Creating a Report
  • After the analysis, a report is generated containing the job results with characteristic values according to the selected standards.

Once you have finished the job, it is saved, and you can check it in the Browse Results view, see Browse Results.

For more information, see Job Mode.

Concept of S&F with TCA

Shared access of LM and SEM

We recommend that light microscope and electron microscope workstations have shared access to the TCA archive using ZEN Data Storage. Otherwise the file transfer of the particle selection list must be done by USB stick or comparable.

The correlative workflow requires ZEISS hardware, software, and a correlative filter holder:

  1. A suitable ZEISS Light Microscope (LM) for particle detection, analysis and type classification.
  2. A suitable ZEISS Electron Microscope (EM) with EDS detector for material classification of selected particles which are considered to be potentially critical.
  3. A ZEISS correlative filter holder with L-marker as base for LM-EM coordinate transformation.
  4. Mandatory software for the correlative LM-analysis:
    • ZEN core
    • ZEN core Technical Cleanliness Analysis
    • Connect Toolkit
  5. Mandatory software for the correlative EM/EDS analysis:
    • SmartPI
    • ZEN core
    • Connect Toolkit

ZEN core Technical Cleanliness Analysis provides two dedicated job templates for Correlative TCA LM-analysis:

  • Component Cleanliness Testing with S&F
  • Oil Cleanliness Testing with S&F

The correlative job template offers an additional step for the holder calibration and two options for the selection of particles for EDS analysis:

  • Selection of certain particle size classes via the Standard Template Editor, see Standard Template Editor.
  • Selection of individual particles via the in the particle gallery of the Size Distribution View, see Size Distribution View.

The correlative workflow starts with the LM analysis as described for Technical Cleanliness Analysis (TCA). The main differences are related to the correlative workflow, see Correlative Workflows.

After running the correlative LM Job template, all selected particles for EDS analysis are stored with their x, y-stage coordinates and the coordinates of the L-marker in the Particle Selection EDS file in the archive.

The EM/EDS analysis is conducted with SmartPI and operates in parallel the Free Mode of ZEN core. The S&F Find (list) tool is used to retrieve the selection of particles from the Particle Selection EDS file of the LM-analysis, see S&F Find (List) Tool.

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