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Batch Control Systems: Recipes, Phases and ISA-88

Written by Sciotex Engineering
In this article

A batch control system automates processes that make a fixed quantity of product through a defined series of steps, such as charging, heating, reacting, holding, cooling and discharging, and records what happened to every batch. It combines the regulating loops found in any process control system with recipes that define what to make and procedures that define how. The ISA-88 (IEC 61512) standard provides the common structure most batch systems follow.

This article supports our guide to industrial process control, which compares batch, continuous and semi-batch processes.

Batch vs continuous control

BatchContinuous
Product flowFixed quantities processed in stepsMaterial flows in and out without stopping
Control focusSequences, recipes and step transitionsHolding steady state against disturbances
SetpointsChange by step and by recipeMostly constant
RecordsA record for every batchTrends and production totals
Typical examplesSpecialty chemicals, polymers, pharmaceuticals, food, coatingsRefining, bulk chemicals, power, continuous reactors

The ISA-88 models in plain terms

Physical model: what equipment you have

ISA-88 describes equipment from the top down: a process cell contains units (for example a reactor with its jacket and agitator), which contain equipment modules (a charging system, a heating system), which contain control modules (a single valve, pump or PID loop). Defining this structure first makes the software modular.

Procedural model: what the equipment does

A procedure is broken into unit procedures, then operations, then phases. Phases are the reusable building blocks, such as Charge, Heat, Agitate, Hold and Transfer, each written once and parameterized by the recipe.

Recipes: what to make

Recipes hold the product-specific information: the sequence of phases, setpoints, quantities and durations. Separating recipes from equipment logic is the main idea of ISA-88: a new product becomes a new recipe, not new code.

Example: a simple reactor recipe

PhaseParametersEnds when
Charge solvent500 kg, agitator at 60 rpmLoad cell reaches 500 kg ± 2 kg
HeatRamp 20 → 60 °C at 1 °C/minReactor at 60 °C (40 min at this ramp)
Charge reactantFeed 120 kg over 60 min, hold 60 °CTotal fed = 120 kg
React and hold60 °C for 3 hTimer complete and analyzer in spec
CoolCool to 30 °CReactor below 30 °C
TransferPump to storageReactor weight below 10 kg

The heat phase is a ramp: the temperature setpoint moves at 1 °C per minute and the PID loop follows it, often as a cascade to jacket temperature. If the reactor cannot keep up with the ramp, the phase should hold the ramp rather than let the gap grow.

Phase states and exception handling

ISA-88 phases follow a state model: Idle, Running, Complete, plus Holding/Held, Restarting, Stopping/Stopped and Aborting/Aborted. Most of the engineering effort, and most of the value, is in the abnormal paths:

  • What happens if cooling is lost during the react phase?
  • Can the batch be held and safely resumed after a power failure?
  • Which steps can an operator skip or repeat, and who must approve it?
  • What must be in a safe state before a phase can start?

Interlocks that protect people and equipment stay independent of the batch logic; the batch system should never be the only thing preventing an unsafe state.

Batch records

A batch record captures, for every batch, the recipe and version used, actual quantities, phase start and end times, setpoint and process trends, alarms, operator actions and sample results. In regulated industries it supports release decisions and must meet data integrity requirements; in a pilot plant it is the dataset that engineers analyze.

Batch control in pilot plants

Pilot plants use batch structures even when recipes change every run. Building phases once and editing recipes as data lets engineers change the experiment without reprogramming, and the same phases can carry into production. See pilot plant control systems.

Common batch control mistakes

  • Hard-coding each product as its own sequence instead of recipes and phases.
  • Writing only the normal path and leaving holds, aborts and restarts for later.
  • Mixing safety interlocks into phase logic.
  • Recording only final results, not the trends and events needed to investigate a bad batch.

Automating a batch process?

Sciotex designs batch and recipe control for reactors, blending and coating processes, from pilot scale to production, designed, programmed and supported in the US since 1997.

Explore custom process control

Frequently asked questions

What is a batch control system?

A batch control system automates processes that make fixed quantities of product in defined steps, using recipes for product data and phases for equipment actions, and records what happened to each batch.

What is ISA-88?

ISA-88, also published as IEC 61512, is the standard for batch control. It defines physical, procedural and recipe models so batch systems are modular and recipes can change without rewriting equipment logic.

What is a phase in batch control?

A phase is the smallest procedural element, such as Charge, Heat or Transfer. Phases are written once and reused by many recipes with different parameters.

What is the difference between a master recipe and a control recipe?

A master recipe is the approved template for making a product on a type of equipment. A control recipe is the copy executed for one specific batch, with that batch’s actual values.

Do pilot plants need batch control?

Many do. Using phases and editable recipes lets engineers change experiments quickly while keeping sequences tested and safe.

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Sciotex Engineering

The Sciotex engineering team has designed and built process control, data and automation systems since 1997.

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