Tasks and Workflows

The Workflow Creator Wizard is a tool that helps you to select the correct job template for your application and measurement tasks. The Wizards guides you to the following steps:

1. Selection of the image source and the type of analysis.
2. Selection of the following:
• Enhanced type classification, a machine learning based approach for particle type classification.
• Correlative LM/EM analysis
• Particle height measurement

Once finished, the generated job template can be configured as usual in the different tasks and tools.

1. In Job Mode, under Material Analysis, select Technical Cleanliness.
2. On the top in the center area, click
   .
3. The Workflow Creator opens.
   
3. To create a workflow for a retrospective analysis VDA 19.2: Activate Retrospective Analysis VDA 19.2, click Continue and continue with step 8.
   
4. To create any other workflow: Under Image Source, select whether to create a workflow with an image to be acquired (Acquired Image) or an archived image (Loaded Image).
5. Under Type of Analysis, select whether to create an oil cleanliness or component cleanliness analysis.
6. Click Continue.
7. The next step opens:
   
7. Select which application needs to be addressed. Note: You can select one or a combination of options to generate a TCA job template matching best possible to your application and measurement tasks.
   For an for analysis of dark metallic particles, select Enhanced type classification using a machine learning approach with a pre-trained object classification model.
   For a subsequent SEM/EDS based material classification of selected particles, select Correlative LM/EM analysis. Note: This requires a ZEISS SEM with EDS detection. See also Concept of S&F with TCA.
   For the analysis of gap sizes where information on the third dimension beside particle length and particle width is important, select Particle Height Measurement.
8. Select the desires settings, and click Continue.
9. The following dialog opens:
   
9. Enter a name for the workflow. Additionally, add a description and select a category and subcategory for the workflow.
10. Click Save Template.

1. The workflow is created and can now be adapted.

See also

• Supervisor Workflow

This overview helps you to create the desired job template correctly in the Workflow Creator.

Component Cleanliness Testing

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber extracted from components and medical devices by filtration. Use this job template if you acquire images of filter membrane samples.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition (Components). As an Operator, see Operator Overview: Workflow with Image Acquisition (Components).

Component Cleanliness Testing (Loaded Images)

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber extracted from components and medical devices by filtration. Use this job template if you work with images loaded from your file system or archive.

As a Supervisor, see Supervisor Overview: Workflow with Loaded Image (Components). As an Operator, see Operator Overview: Workflow with Loaded Image (Component).

Component Cleanliness Testing with ML Object Classification

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber extracted from components and medical devices by filtration. For enhanced particle type differentiation the ML (machine learning) based Object Classification is used in combination with the selected standard. Use this job template if you acquire images of filter membrane samples.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition with AI based Object Classification (Components). As an Operator, see Operator Overview: Workflow with Image Acquisition with AI based Object Classification (Components).

Component Cleanliness Testing with ML Object Classification (Loaded Image)

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber extracted from components and medical devices by filtration. For enhanced particle type differentiation the ML (machine learning) based Object Classification is used in combination with the selected standard. Use this job template if you work with images loaded from your file system.

As a Supervisor, see Supervisor Overview: Workflow with Loaded Image with AI based Object Classification (Components). As an Operator, see Operator Overview: Workflow with Loaded Image with AI based Object Classification (Components).

Component Cleanliness Testing with S&F

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber, extracted from components and medical devices by filtration. You acquire an image with the LM that you continue to analyze on an EM with EDS. Use this job template for correlative component cleanliness testing at the LM.

For more information, see Overview: Image Acquisition Workflow TCA with S&F at the LM for Correlative Analysis and Overview: Correlative Workflow with TCA, S&F and ML based Object Classification at the LM.

Component Cleanliness Testing with S&F and ML Object Classification

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber, extracted from components and medical devices by filtration. You acquire an image with the LM that you continue to analyze on an EM with EDS. For enhanced particle type differentiation the ML (machine learning) based Object Classification is used in combination with the selected standard.

For more information, see Overview: Correlative Workflow with TCA, S&F and ML based Object Classification at the LM.

Component Cleanliness Testing with HM

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber, extracted from components and medical devices by filtration. You acquire an image with the LM. You perform the analysis in combination with height measurement results.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition and HM (Components), as an Operator, see Operator Overview: Workflow with Image Acquisition and HM (Components)

Component Cleanliness Testing with S&F and HM

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber, extracted from components and medical devices by filtration. You acquire an image with the LM that you continue to analyze on an EM with EDS. You perform the analysis in combination with height measurement results.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition with S&F and HM (Components), as an Operator, see Operator Overview: Workflow with Image Acquisition with S&F and HM (Components).

Component Cleanliness Testing with ML Object Classification and HM

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber, extracted from components and medical devices by filtration. You acquire an image with the LM. For enhanced particle type differentiation the ML (machine learning) based Object Classification is used in combination with the selected standard. You perform the analysis in combination with height measurement results.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition with ML Object Classification and HM (Components) and as an Operator Operator Overview: Workflow with Image Acquisition and ML Object Classification and HM (Component).

Component Cleanliness Testing with S&F and ML Object Classification and HM

With this job template you analyze the particle size distribution and the particle types metallic-shiny, non-shiny, and fiber, extracted from components and medical devices by filtration. You acquire an image with the LM that you continue to analyze on an EM with EDS. For enhanced particle type differentiation the ML (machine learning) based Object Classification is used in combination with the selected standard. You perform the analysis in combination with height measurement results.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition with S&F and ML Object Classification and HM (Components) and Operator Overview: Workflow with Image Acquisition with S&F and ML Object Classification and HM (Components).

Component Cleanliness Testing (VDA 19.2 Joint Result)

This job template calculates the Illig Value for environmental cleanliness. This workflow uses data from already generated job results.

As a Supervisor, see Supervisor Overview: Workflow for Illig Method, as an Operator, see Operator Overview: Workflow for Illig Method.

Oil Cleanliness Testing

With this job template you analyze the particle size distribution and of particle originating from oils and lubricants. Use this job template if you acquire images of filter membrane samples.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition (Oil). As an Operator, see Operator Overview: Workflow with Image Acquisition (Oil).

Oil Cleanliness Testing (Loaded Images)

With this job template you analyze the particle size distribution and particle types originating from oils and lubricants. Use this job template if you work with images loaded from your file system or archive.

As a Supervisor, see Supervisor Overview: Workflow with Loaded Image (Oil). As an Operator, see Operator Overview: Workflow with Loaded Image (Oil).

Oil Cleanliness Testing with S&F

With this job template you analyze the particle size distribution. You acquire an image with the LM that you continue to analyze on an EM with EDS. Use this template for correlative oil cleanliness testing with an LM.

For more information, see Overview: Image Acquisition Workflow TCA with S&F at the LM for Correlative Analysis.

Oil Cleanliness Testing with HM

With this job template you analyze the distribution of particle size in combination with height measurement results. Use this template for oil cleanliness testing with an height measurement.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition and HM (Oil), as an Operator, seeOperator Overview: Workflow with Image Acquisition and HM (Oil)

Oil Cleanliness Testing with S&F and HM

With this job template you analyze the distribution of particle size in combination with height measurement results. You acquire an image with the LM that you continue to analyze on an EM with EDS. Use this template for correlative oil cleanliness testing with an LM.

As a Supervisor, see Supervisor Overview: Workflow with Image Acquisition with S&F and HM (Oil), as an Operator, see Operator Overview: Workflow with Image Acquisition with S&F and HM (Oil).

Component cleanliness testing is used in industrial practice as part of the following process steps or in functional areas.

• Initial sampling and evaluation
• Outgoing and incoming inspection
• Quality control of monitoring cleanliness related manufacturing processes (e.g. cleaning or surface treatment)

In general, the cleanliness testing consists of the steps described below:

• Provision of the test object (= component or assembly)
• Extraction of the residual dirt particles from one or more pre-cleaned test lots
• Filtration of the extraction fluid
• Detection and analysis of residual dirt particles on the filter sample
• Particle inspection and if necessary, particle revision
• Documentation of results

For component cleanliness the filtration of the entire extraction liquid must be carried out with the aim as possible to extract all residual dirt particles from a defined pre-cleaned component area, which is considered critical to function. This also implies that the entire filter area (= effective filter area) must be recorded and analyzed; the analysis of partial areas and extrapolation of these to the effective filter area is not allowed for component cleanliness testing. It is also important to note that a repetition of the cleanliness test as described on the same test object is not possible. The analysis workflow for oil cleanliness testing is comparable to the described workflow for component cleanliness. The test fluid for oil cleanliness are so-called “fresh” oils/lubricants originating from the production process or “used” oils/lubricants which are tapped from hydraulic systems, gear boxes, shafts, etc.

The main differences in the workflow are the following:

• Oils and lubricants are directly filtrated (no upstream washing process).
• In oil cleanliness, the analysis of a smaller filter area and the extrapolation of the results to the effective filter area are allowed.

General Workflow of the Operator

The Illig Workflow generates a joint result from previously performed job runs and consists of two phases:

• Preparation phase:
  Generates results for the Illig workflow, see steps 1-4 below.
• Illig calculation phase:
  Summarizes several job results for calculation of the Illig value, see step 5 below.

1. Select Job Mode > job template with VDA 19.1 or ISO 16232 Method Extended Analysis.
   NOTICE! Don't modify the length size classes because the Illig calculation uses a predefined size classification.
2. Load the input form Technical Cleanliness (Illig Value).
   NOTICE! The sample location and sedimentation time are automatically read-out and applied by executing the Illig job template Technical Cleanliness (VDA 19.2 Joint Result).
3. Run the pre-configured Component Cleanliness job template to analyze your particle traps.
4. Repeat steps 1-3 until all particle traps are analyzed.
5. Perform calculation of the Illig value by using the job template Technical Cleanliness (VDA 19.2 Joint Result).