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					                                       ISA
                         District Leadership Conference
                                       2007

                            Steve Huffman – ISA President

Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
                                                            1
AGENDA


•   ISA Today
•   Automation Federation
•   Globalization
•   Society Core Competencies
        Standards
        Certification
        Education & Training
        Publishing
        Conferences & Exhibits
• The Future for ISA



                   ISA District Leadership Conference – 2007 Page 2
                         ISA Today



Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
                                     3
ISA today


• ISA is a leading, global, nonprofit organization that is setting the
  standard for automation by helping over 30,000 worldwide members
  and other professionals solve difficult technical problems, while
  enhancing their leadership and personal career capabilities.

• In “Setting the Standard for Automation” we
       Develop standards
       Certify industry professionals
       Provide education and training
       Publish books and technical articles
       Host conferences and exhibitions for automation professionals

• We are a home for automation professionals around the world and
  creating the Automation Profession of the future!


                     ISA District Leadership Conference – 2007 Page 4
ISA Today


Automation Definition
 Automation encompasses the design, development,
  production, and application of devices and systems that
  sense, measure, and control industrial processes and
  manufacturing operations, and associated integration
  with business systems such as MES, asset management,
  etc.




                ISA District Leadership Conference – 2007 Page 5
ISA Today


      Your ISA Headquarters
      Research Triangle Park, North Carolina




              ISA District Leadership Conference – 2007 Page 6
ISA Today


Society Composition

• Local Sections
     171 for professional members
     182 for students
• Technical Divisions
     17 dealing with applications and technologies
• Members
     4,500 students
     25,000 other professionals
         Engineers, Educators, Managers, Sales & Marketing
• “Shrinking the size of the world” so automation professionals can get
  what they need when they need it.


                     ISA District Leadership Conference – 2007 Page 7
ISA Today


Benefits
• ISA Products
   – Enhanced knowledge and skills
• ISA Networks (Sections and Divisions)
   – Communicating with like-minded individuals to solve problems
   – Developing friendships and professional contacts
   – Having fun
• Professional Pride
   – Give back
   – Legacy
   – Association with a respected authority in the field of automation



                   ISA District Leadership Conference – 2007 Page 8
ISA Today


Priorities

 Enhance the Automation Professional and the Profession
 Build and Grow a Pipeline from Education to Industry
 Think Globally, Act Locally
 Focus on the Needs of Industry
 Engage Corporate Management
 Build Upon, Promote, Support, and Deliver the 5 CCs at
  all Levels as the ISA Brand
 Establish More Relevant Indicators of Society
  Performance


                ISA District Leadership Conference – 2007 Page 9
ISA Today


ISA Customer Trend

• Customers (non-member purchasers of ISA products):
      1997 – 6016 customers
      2006 – 10,864 customers
      Linear growth trend over this period
      80% increase in past decade
• Significant growth in paying customer base over the last
  10 years
• Dedicated to the Automation Profession, more than a
  member organization

                     ISA District Leadership Conference – 2007 Page 10
                         The Automation Federation



Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
                                              11
The Automation Federation

• Vision
   – To be the alliance of organizations that together are the globally
     recognized authority and source of knowledge about
     manufacturing automation and operational technologies
• Mission
   – Provide leadership & coordination of the worldwide marketplace
     engaged in advancement of the science & engineering of
     automation technologies & applications, and serve as a one-stop
     clearing house to address industry challenges and issues
• Objectives
   –   Unify the work of those engaged in automation technologies
   –   Promote the value & image of the automation profession
   –   Develop & disseminate new educational resources for the future
   –   Facilitate promulgation of standards, guidelines, and services to
       enhance industry
                     ISA District Leadership Conference – 2007 Page 12
The Automation Federation


Defining The Automation Federation
• Umbrella non-profit under which associations (not companies)
  engaged in manufacturing and process automation activities can
  work more effectively to fulfill their missions
• Coordination of member organization work toward advancement of
  the science and engineering of automation technologies and
  applications
• Brand identities sustained and nurtured to build on the established
  strengths
• Each member organization demonstrates AF affiliation as part of its
  branding and market positioning so that AF brand is established as a
  unifying element
• The Federation shall be a one-stop-shop which delivers business
  advantage through the application of Automation knowledge



                    ISA District Leadership Conference – 2007 Page 13
The Automation Federation


Value To The Automation Profession
• Unified effort in creating the profession of automation
• Responsibility for coordinating efforts toward advancing
  the field of automation
• Allows niche groups to reach true potential by tapping
  (as needed) into resources and network of ISA resulting
  in enhanced image, loyalty, and commitment
• Time and mind share of key automation technology
  leaders is a limited commodity and we can’t afford
  duplicative efforts



                 ISA District Leadership Conference – 2007 Page 14
The Automation Federation


Who are the AF ?
• Charter Members: ISA, OMAC, WBF, WINA
• Managing Director: Bruno Kisala
• 2007 AF Board of Directors:
    Chair, Steve Huffman, ISA 2007 President
    Kim Dunn, ISA 2007 President Elect
    Pat Gouhin, ISA Executive Director
    Hesh Kagan, WINA Chair
    Leo Staples, ISA Treasurer
    Sid Venkatesh, OMAC Chair
    Maurice Wilkins, WBF Chair

               ISA District Leadership Conference – 2007 Page 15
The Automation Federation


Action in 2007 and Beyond
• AF Conference
    Held in conjunction with WBF North America Forum
    April 30 – May 3, 2007 Baltimore, MD
    Diverse program structure to include Business, Management,
     emerging technologies, industry trends, and provocative topics
• AF sponsored academic initiatives:
    Design, build, use automation competitions on campuses, similar
     to recent WPI competition
    Influence new degree program development




                   ISA District Leadership Conference – 2007 Page 16
The Automation Federation


Action in 2007 and Beyond
• AF website: a “window to the world”
• AF – Automation Industry Study & Analysis
    Workforce Development
    Emerging Technologies
• AF – Advanced Technologies & Innovations Technical
  Conference
• AF – Automation Week/Europe 2009
    WBF
    ISA95.com
    Northern Ireland Technology Centre (NITC)


                  ISA District Leadership Conference – 2007 Page 17
                         ISA Globalization



Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
                                             18
Globalization


Globalize the ISA Core Competencies to
  Automation Professionals around the World!
• Tim Feldman, ISA Global Operations Director
    “The professional society needs to grow with the global nature of
     the automation profession and offer services in those parts of the
     world.”
• Implement the recommendations of the Global Business
  Model Task Force. “fast, focused, and flexible… locally”
    Segregate ISA business functions from District, Region, and
     Section functions
    Key market local business partners
    ISA in-country physical presence
    Government funding initiatives
                   ISA District Leadership Conference – 2007 Page 19
Globalization


Global Accomplishments 2006
1. Finalized Global Plan

2. Resolved governance difficulties in India

3. Hired Global Operations Director

4. Selected By US Department of Commerce for
   India Business Summit in Mumbai and Spin-off
   Mission to Bangalore

                ISA District Leadership Conference – 2007 Page 20
Globalization


Global Accomplishments 2006-07 (cont.)
5. Global Operations Director Tim Feldman begins to
   establish ISA footprint in Australia, China, Hong Kong &
   Singapore

6. Steve Huffman and Tim Feldman attended ISA South
   America Expo. District 4 leaders meet with Executive
   Committee in RTP to review strategy and operations,
   2/07.

7. Plans for an India in-country manager to come on board
   in 2007


                  ISA District Leadership Conference – 2007 Page 21
                         ISA Core Competencies



Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
                                             22
The Five Core Competencies of ISA

1. Standards
2.   Certification
3.   Education and Training
4.   Publishing
5.   Conference and Exhibits




                 ISA District Leadership Conference – 2007 Page 23
ISA Standards Program

 ISA has had a standards program for over 50 years
 ISA, an accredited member of the American National
  Standards Institute (ANSI), develops consensus
  standards in accordance with ANSI procedures
 4,000 automation professionals working on 140
  committees
 Published more than 150 standards, recommended
  practices, and technical reports for industry use
 NEW MEMBER BENEFIT STARTED 1 JANUARY
    Free ISA-developed Standards for Members



                ISA District Leadership Conference – 2007 Page 24
Standards – the future


• Goal: To make ISA standards the predominant use
  documents in the automation field!
    Faster development time, time to market
    Member benefit accessibility
    Standards development cost mitigation
    Standards compliance: fully functioning Automation Standards
     Compliance Institute
    Future standards implementation efforts, enhanced by, and in
     concert with our AF partners


• Maximizing this core competency as leverage for other
  core competencies
• What can your Section do locally to assist in this goal?
                  ISA District Leadership Conference – 2007 Page 25
The Five Core Competencies of ISA

1. Standards
2. Certification
3. Education and Training
4. Publishing
5. Conference and Exhibits




               ISA District Leadership Conference – 2007 Page 26
Certification


 ISA certification provides an objective, third-party
  assessment and confirmation of a person’s skills, and
  gives them the opportunity to stand out from the crowd
  and be recognized

 Certification Programs
    Certified Automation Professional™ (CAP™)
    Certified Control Systems Technician® (CCST®)
    Certified Industrial Maintenance Mechanic™
     (CIMM™)


                ISA District Leadership Conference – 2007 Page 27
Certification


 Recognition Programs
    CAP Associate Recognition Program
    CST in Training Recognition Program

 Licensing Programs
    CSE PE Licensing Program

 These initial certification, recognition and licensing
  programs will develop to define the automation
  professional in the future
 What can your Section do to help create demand for
  these programs?

                ISA District Leadership Conference – 2007 Page 28
Certification - CAP


About the CAP Program

• Developed in 2004 by automation professionals

• Eligibility requirements
    5 years experience, 4 year technical degree OR
    10 years experience
    Pass multiple-choice exam


• Renewal required every 3 years
• CAP Associates introduced in 2007


                  ISA District Leadership Conference – 2007 Page 29
Certification - CAP


CAP Technical Categories
(“Automation Body of Knowledge” Outline)

1.   Basic Continuous Control
2.   Discrete, Sequencing, and Manufacturing Control
3.   Advanced Control
4.   Reliability, Safety, and Electrical
5.   Integration and Software
6.   Deployment & Maintenance
7.   Work Structure


                  ISA District Leadership Conference – 2007 Page 30
Certification - CAP


The CAP Learning System
print materials include:

• Seven print modules
  based on the seven
  technical topics tested by
  the CAP exam. These
  modules cover the entire
  CAP body of knowledge,
  based on A Guide to the
  Automation Body of
  Knowledge


                 ISA District Leadership Conference – 2007 Page 31
Certification - CAP


The CAP Learning System online tools include:

 Test bank of 500 multiple-choice questions

 Pre-test

 End-of-module tests

 eFlashcards

 Online glossary

 Post-test

 Online progress report
                ISA District Leadership Conference – 2007 Page 32
Certification - CCST


CCST Program

•   CCST was introduced in 1995
•   Over 9,000 technicians have applied
•   Over 4,000 now certified as ISA CCSTs
•   Eligibility requirements
       Level I - 5 years education / experience
       Level II - 7 years education / experience
       Level III - 13 years education / experience
       Pass multiple choice exam (Levels I and III)
        or simulation exam (Level II)



                      ISA District Leadership Conference – 2007 Page 33
Certification - CCST


CCST Performance Domains
•   Calibration
•   Loop checking
•   Troubleshooting
•   Start-up
•   Maintenance/repair
•   Project organization
•   Administration




                  ISA District Leadership Conference – 2007 Page 34
Certification - CIMM


CIMM Program

• ISA initiated at the request of industry

• Developed in 2004
   – National survey of mechanics and their supervisors
   – Item Development Committee developed questions
   – Test Assembly Committee assembles exam

• Eligibility requirements
   – 5 years education / experience, minimum of 3 yrs. experience
   – Pass multiple-choice exam


                  ISA District Leadership Conference – 2007 Page 35
Certification - CIMM


CIMM Performance Domains

1. Maintenance Practices

2. Preventive and Predictive Maintenance

3. Troubleshooting and Analysis

4. Corrective Maintenance



                ISA District Leadership Conference – 2007 Page 36
Licensure - CSE


Control Systems Engineer (CSE) Registration

ISA supports CSE registration through
      Active membership and participation in NCEES
      CSE Exam Development
      Promotion of CSE registration
      Preparation Material
         Instructor-led training course
         Instructor-led web seminar series
         Study Guide




                    ISA District Leadership Conference – 2007 Page 37
Licensure - CSE


Participation in NCEES Meetings

 Gerald Wilbanks – NCEES - EPE Liaison (Exams for P.E.)
 Ron Jones – NCEES - POLC Liaison (Participating Organizations
  Liaison Council)




                   ISA District Leadership Conference – 2007 Page 38
Licensure - CSE


CSE Exam Development in 2006
ISA volunteers, with financial support from ISA, work with NCEES to
   develop CSE test items

     Item writing session held in Houston in January 2006 -- adding
      65 new items
     Exam assembled in January 2006
     Exam pre-tested in April 2006
     Exam assembled in April 2006
     Exam pre-tested in January 2007




                    ISA District Leadership Conference – 2007 Page 39
Licensure - CSE


CSE Promotion

   CSE ad in industry magazines
   E-mails promoting review courses and web seminars
   CSE Review Course brochure mailings
   CSE Review Course emails
   CSE Review Course in training catalogs
   CSE web page on ISA website




                 ISA District Leadership Conference – 2007 Page 40
Licensure - CSE


CSE Exam Preparation Material

 CSE PE Exam Review Course
 Offered in six regional locations in 2006
 Series of six CSE Review web seminars
    Archives available to Members free of charge
 ISA CSE Study Guide, 4th Edition




                  ISA District Leadership Conference – 2007 Page 41
Licensure - CSE


CSE Details
 Gerald Wilbanks is the review course developer and web seminar
  developer
    Long-time rep to NCEES
    Stays up on CSE test development with NCEES
    Active in the field
    Is a CSE and has been involved with the development of the
     exam
 Update of course and seminars was done in 2006
 The members/section have free access to the CSE web seminars
 Tom Stout is the author of the CSE Study Guide
 Encouraged to bring any specific suggestions regarding content to
  Dale Lee (dlee@isa.org) who will provide input to the developers




                   ISA District Leadership Conference – 2007 Page 42
The Five Core Competencies of ISA

1. Standards
2. Certification
3. Education and Training
4. Publishing
5. Conference and Exhibits




                   ISA District Leadership Conference – 2007 Page 43
Education & Training


• ISA is recognized worldwide as a leader in non-biased,
  vendor-neutral education and training programs for
  automation professionals.

• Industry professionals, whether an experienced
  engineer, practicing technician, or newcomer to the
  industry, can hone their skills at ISA’s regional training
  centers, through onsite training programs at their
  company, or via distance education.

• Bring ISA training opportunities into your company.


                  ISA District Leadership Conference – 2007 Page 44
Education & Training


•   CyberU
•   Online webinars free to Members
•   New lab equipment purchased for 2007
•   Many delivery mechanisms
     Conferences
     Headquarters
     On Line
        Synchronous
        Asynchronous
     Regional Training Centers
     In Plant



                     ISA District Leadership Conference – 2007 Page 45
The Five Core Competencies of ISA

1. Standards
2. Certification
3. Education and Training
4. Publishing
5. Conference and Exhibits




                ISA District Leadership Conference – 2007 Page 46
Publishing


• Aggressive marketing increasing InTech subscriber base

• Electronic InTech version now available

• 2500 technical papers free to members

• Complete re-design of ISA Book Catalog by 2Q07




                ISA District Leadership Conference – 2007 Page 47
The Five Core Competencies of ISA

1.   Standards
2.   Certification
3.   Education and Training
4.   Publishing
5. Conference and Exhibits




                  ISA District Leadership Conference – 2007 Page 48
Conferences & Exhibits


New Enhancements Added to EXPO in 2006
 YAPFEST 2006
 International Student Games on exhibit floor
 Exhibitor Theatre Presentations on exhibit floor
 Wireless throughout exhibit floor
 Guest Lounge on exhibit floor
 Birds of a Feather User-Group sessions
 Streamlined, improved technical conference program
 Conference (audio and slides) free to Members for a limited time
  after the conference
 Innovation Alley
 Environmental Pavilion


                    ISA District Leadership Conference – 2007 Page 49
                          Plant the Flag!
                          A Call to Action

                         The Future for ISA
Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
                                              50
The Future for ISA


ISA Future Initiative:
        Workforce Development

  A coordinated strategy to create a common
  theme with new and existing projects and
  programs within the ISA core competencies,
  and in concert with the Automation Federation
  in order to define, build, and advance the
  Automation Profession in industry!

             ISA District Leadership Conference – 2007 Page 51
The Future for ISA

Keywords:
Industry crisis Massive problem
400K/year         15,000 needed/year
Throughput, on-spec, optimum, precision, consistent, efficient, high
   speed, minimal waste
Visibility and stature    underrated
An island         7 domain areas       defining          broad
Future is today
Who we are…what we do
Engineers, technicians            P.E.
Head start        foresight
Government, university, industry       ABET
Pipeline          math & science       tomorrow

                    ISA District Leadership Conference – 2007 Page 52
We Have Reached a Time For Action


 ISA needs to carry the banner for the Automation
 Profession. In building our profession, we will erect a
 pipeline from educational institutes to feed the evolving
 needs of industry!

 We will paint a clear Vision which will define the
 overarching purpose of ISA!

 This is where we will plant our flag
 This will be a call to action!



                ISA District Leadership Conference – 2007 Page 53

				
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