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==Sandbox begins below==
==Sandbox begins below==


==1. Introduction to manufacturing laboratories==
[[File:|right|500px]]
According to McKinsey & Company, the U.S. manufacturing industry represents only 11 percent of U.S. gross domestic product (GDP) and eight percent of direct employment, yet it "makes a disproportionate economic contribution, including 20 percent of the nation’s capital investment, 35 percent of productivity growth, 60 percent of exports, and 70 percent of business R&D spending."<ref name="CarrDeliver22">{{cite web |url=https://www.mckinsey.com/capabilities/operations/our-insights/delivering-the-us-manufacturing-renaissance |title=Delivering the US manufacturing renaissance |author=Carr, T.; Chewning, E.; Doheny, M. et al. |work=McKinsey & Company |date=29 August 2022 |accessdate=24 March 2023}}</ref> These categories of economic contribution are important as many of them indirectly point to how the work of [[Laboratory|laboratories]] is interwoven within the manufacturing industry. As we'll discuss later in this chapter, manufacturing-based laboratories primarily serve three roles: research and development (R&D), pre-manufacturing and manufacturing, and post-production regulation and security (e.g., through exports and trade). We can be sure that if U.S. manufacturers' efforts represent huge chunks of total business R&D spending, trade, and capital expenditure (capex), a non-trivial amount of laboratory effort is associated with that spending. Why? Because R&D, trade, and manufacturing [[quality control]] (QC) activities rarely can occur without laboratories backing up their work.<ref>{{Cite journal |last=Ischi |first=H. P. |last2=Radvila |first2=P. R. |date=1997-01-17 |title=Accreditation and quality assurance in Swiss chemical laboratories |url=http://link.springer.com/10.1007/s007690050092 |journal=Accreditation and Quality Assurance |volume=2 |issue=1 |pages=36–39 |doi=10.1007/s007690050092 |issn=0949-1775}}</ref><ref>{{Cite book |last=Crow |first=Michael M. |last2=Bozeman |first2=Barry |date=1998 |title=Limited by design: R&D laboratories in the U.S. national innovation system |url=https://books.google.com/books?hl=en&lr=&id=OVPZvqz2e6UC |chapter=Chapter 1: The Sixteen Thousand: Policy Analysis, R&D Laboratories, and the National Innovation System |publisher=Columbia University Press |place=New York |pages=1–40 |isbn=978-0-585-04137-7}}</ref><ref>{{Cite journal |last=Grochau |first=Inês Hexsel |last2=ten Caten |first2=Carla Schwengber |date=2012-10 |title=A process approach to ISO/IEC 17025 in the implementation of a quality management system in testing laboratories |url=http://link.springer.com/10.1007/s00769-012-0905-3 |journal=Accreditation and Quality Assurance |language=en |volume=17 |issue=5 |pages=519–527 |doi=10.1007/s00769-012-0905-3 |issn=0949-1775}}</ref><ref>{{Cite journal |last=Ribeiro, À.S.; Gust, J.; Vilhena, A. et al. |year=2019 |title=The role of laboratories in the international development of accreditation |url=https://www.imeko.info/index.php/proceedings/7687-the-role-of-laboratories-in-the-international-development-of-accreditation |journal=Proceedings of the 16th IMEKO TC10 Conference "Testing, Diagnostics & Inspection as a comprehensive value chain for Quality & Safety" |pages=56–9}}</ref>


Labs in the manufacturing sector provide vital services, including but not limited to [[quality assurance]] (QA), QC, production control, regulatory trade control (e.g., authenticity and adulteration), safety management, label claim testing, and packaging analysis. These activities occur in a wide array of manufacturing industries. Looking to the North American Industry Classification System (NAICS), employed by the U.S. Bureau of Labor Statistics (BLS), manufacturing industries and sub-industries include<ref name="BLSManufact23">{{cite web |url=https://www.bls.gov/iag/tgs/iag31-33.htm |title=Manufacturing: NAICS 31-33 |work=Industries at a Glance |publisher=U.S. Bureau of Labor Statistics |date=24 March 2023 |accessdate=24 March 2023}}</ref>:
'''Title''': ''LIMS Selection Guide for Materials Testing Laboratories''


* apparel (e.g., knitted goods, cut-and-sew clothing, buttons and clasps)
'''Edition''': First Edition
* chemical (e.g., pesticides, fertilizers, paints, cleaning products, adhesives, electroplating solutions)
* electric power (e.g., light bulbs, household appliances, energy storage cells, transformers)
* electronics (e.g., sensors, semiconductors, electrodes, mobile phones, computers)
* food and beverage (e.g., baked goods, probiotics, preservatives, wine)
* furniture (e.g., mattresses, sofas, window blinds, light fixtures)
* leather (e.g., purses, saddles, footwear, bookbinding hides)
* machinery (e.g., mining augers, air conditioning units, turbines, lathes)
* materials (e.g., ceramics, cements, glass, nanomaterials)
* medical equipment and supplies (e.g., ventilators, implants, lab equipment, prosthetics, surgical equipment)
* metal forming and casting (e.g., steel beams, aluminum ingots, shipping containers, hand tools, wire)
* paper and printing (e.g., cardboard, sanitary items, stationery, books, bookbinding papers)
* petrochemical (e.g., solvents, fuel additives, biofuels, lubricants)
* pharmaceutical and medicine (e.g., antivenom, vaccines, lab-on-a-chip diagnostic tests, cannabis products, nutraceuticals)
* plastics and rubbers (e.g., dinnerware, tires, storage and shelving, outdoor furniture)
* textiles (e.g., carpeting, upholstery, bulk fabric, yarn)
* vehicular and aerospace (e.g., electric vehicles, reusable rocketry, railroad rolling stock, OEM auto parts)
* wood (e.g., plywood, flooring, lumber, handrails)


If you've ever used a sophisticated two-part epoxy adhesive to repair a pipe crack, used an indoor sun lamp, gotten a lot of mileage out of a pair of leather gloves, received a medical implant, taken a medication, eaten a Twinkie, or ridden on Amtrak, one or more laboratories were involved somewhere in the manufacturing process before using that item. From endless research and testing of prototypes to various phases of quality and safety testing, laboratory science was involved. The importance of the laboratory in manufacturing processes can't be understated.
'''Author for citation''': Shawn E. Douglas


But what of the history of the manufacturing-focused lab? What of the roles played and testing conducted in them? What do they owe to safety and quality? This chapter more closely examines these questions and more.
'''License for content''': [https://creativecommons.org/licenses/by-sa/4.0/ Creative Commons Attribution-ShareAlike 4.0 International]


===1.1 Manufacturing labs, then and now===
'''Publication date''': ??? 2023
In 1852, the ''Putnam's Home Cyclopedia: Hand-Book of the Useful Arts'' was published as a dictionary-like source of scientific terms. Its definition of a laboratory at that time in U.S. history is revealing (for more on the equipment typically described with a laboratory of that time period, see the full definition)<ref name="AntisellPutnamArts52">{{cite book |url=https://books.google.com/books?id=vsI0AAAAMAAJ&pg=PA284 |title=Putnam's Home Cyclopedia: Hand-Book of the Useful Arts |author=Antisell, T. |publisher=George P. Putnam |volume=3 |pages=284-5 |year=1852 |accessdate=31 March 2023}}</ref>:


<blockquote>'''Laboratory'''. The workshop of a chemist. Some laboratories are intended for private research, and some for the manufacture of chemicals on the large scale. Hence it is almost impossible to give a description of the apparatus and disposition of a laboratory which would be generally true of all. A manufacturing laboratory necessarily occupies a large space, while that of the scientific man is necessarily limited to a peculiar line of research. Those who study in organic chemistry have different arrangements than that of the mineral analyst.</blockquote>


This definition highlights the state of laboratories at the time: typically you either had a small private laboratory for experiments in the name of research and development (R&D) and producing prototype solutions, or you had a slightly larger "manufacturing laboratory" that was responsible for the creation of chemicals, reagents, or other substances for a wider customer base.<ref name="AntisellPutnamArts52" /><ref name="PorterTheChem30">{{cite book |url=https://books.google.com/books?id=zy8aAAAAYAAJ&pg=PA17&dq=manufacturing+laboratory |title=The Chemistry of the Arts; being a Practical Display of the Arts and Manufactures which Depend on Chemical Principles |chapter=Chemistry Applied to the Arts |author=Porter, A.L. |publisher=Carey & Lea |year=1830 |pages=17–18 |accessdate=06 April 2023 |quote=The larger laboratories, or workshops, which are used only in particular branches of business, and the necessary apparatus attached to them, will be considered under the several substances which are prepared in them. Besides the workshop, every operative chemist ought to devote some part of his premises as a small general elaboratory, fitted up with some furnaces and other apparatus as may enable him to make any experiment seemingly applicable to the improvement of his manufacturing process without loss of time, and immediately upon its inception.}}</ref><ref name="MarshSpeech46">{{cite book |url=https://books.google.com/books?id=ptg-AAAAYAAJ&pg=PA11&dq=manufacturing+laboratory |title=Speech of Mr. Marsh, of Vermont, on the Hill for Establishing the Smithsonian Institution, Delivered in The House of Representatives of the U. States, April 22, 1846 |author=Marsh, G. P. |publisher=J. & G.S. Gideon |year=1846 |page=11 |accessdate=06 April 2023 |quote=How are new substances formed, or the stock of a given substance increased, by the chemistry of nature or of art? By new combinations or decompositions of known and pre-existing elements. The products of the experimental or manufacturing laboratory are no new creations; but their elements are first extracted by the decomposition of old components, and then recombined in new forms.}}</ref> These laboratory types date back further than the mid-1800s, to be sure, though they also saw great change leading up to and after this time period. This is best characterized by the transition from the humble apothecary lab to the small-scale manufacturing laboratory before the mid-1800s, to the full-scale pharmaceutical manufacturing lab and facility well beyond the mid-1800s.
Description goes here...


====1.1.1 From apothecary to small-scale manufacturing laboratory====
The table of contents for ''LIMS Selection Guide for Materials Testing Laboratories'' is as follows:
A critical area to examine in relation to the evolution of manufacturing laboratories involves pharmaceuticals and the apothecary, which is steeped in the tradition of making pharmaceutical preparations, as well as prescribing and dispensing them to customers. The idea of an individual who attempted to make medical treatments dates back to at least to 2000 BC, from which Sumerian documents reveal compounding formulas for various medicinal dosage types.<ref name="AllenAHist11">{{cite journal |url=https://www.perrigo.com/business/pdfs/Sec%20Artem%2011.3.pdf |archiveurl=https://web.archive.org/web/20130128014521/https://www.perrigo.com/business/pdfs/Sec%20Artem%2011.3.pdf |format=PDF |title=A History of Pharmaceutical Compounding |journal=Secundum Artem |author=Allen Jr., L.V. |volume=11 |issue=3 |year=2011 |archivedate=28 January 2013 |accessdate=06 April 2023}}</ref> By 1540, Swiss physician and chemist Paracelsus made a significant contribution to the early apothecary, influencing "the transformation of pharmacy from a profession based primarily on botanic science to one based on chemical science."<ref name="AllenAHist11" /> Thanks to Paracelsus and other sixteenth century practitioners, the concept of the apothecary became more formalized and chemistry-based in the early seventeenth century. With this formalization came the need for the regulation of apothecaries to better ensure the integrity of the profession. For example, the Master, Wardens and Society of the Art and Mystery of Pharmacopolites of the City of London was founded in 1617 through the Royal Charter of James the First, requiring an aspiring apothecary to conduct an apprenticeship or pay a fee, followed by taking an examination proving the individual's knowledge, skill, and science in the art.<ref name="AllenAHist11" /><ref name="Plough97">{{cite journal |url=https://www.google.com/books/edition/Pharmaceutical_Journal/ScDyXwC8McwC?hl=en&gbpv=1&dq=manufacturing+laboratory&pg=PA164&printsec=frontcover |title=The Plough Court Pharmacy |journal=The Pharmaceutical Journal |publisher=Pharmaceutical Society of Great Britain |volume=LVIII |pages=164–7, 247–51 |date=January to June 1897 |accessdate=06 April 2023}}</ref>


However, despite this sort of early regulation, medical practitioners took exception to apothecaries encroaching upon the medical practitioners' own services, and apothecaries took exception to the untrained and uncertified druggists who were still performing the work of pharmacists. (As it turns out, these sorts of recriminations would continue on in some form or another into the beginning of the twenty-first century, discussed later.) But as an 1897 article from ''The Pharmaceutical Journal'' portrayed, the apothecaries likely wanted to have their cake and eat it too. "[W]hile the apothecaries urged, in the interest of the public, the desirability of a guarantee for the the competences of every person authorised to practise pharmacy," the journal noted, "they also sought, in their own interest, to extend the scope of their medical practice."<ref name="Plough97" /> This led to further debate and  
:[[User:Shawndouglas/sandbox/sublevel10|1. Introduction to materials and materials testing laboratories]]
::1.1 Materials testing labs, then and now
:::1.1.1 Materials testing 2.0
::1.2 Industries, products, and raw materials
::1.3 Laboratory roles and activities in the industry
:::1.3.1 R&D roles and activities
:::1.3.2 Pre-manufacturing and manufacturing roles and activities
:::1.3.3 Post-production quality control and regulatory roles and activities


To be sure, other types of manufacturing were occurring during the rise and dominance of the apothecary, not just pharmaceutical manufacture. But, retrospectively, the manufacturing lab in general was likely not in the best of shape as the nineteenth century approached.
:[[User:Shawndouglas/sandbox/sublevel11|2. Standards, regulations, and test methods affecting materials testing labs]]
::2.1 Globally recognized materials manufacturing standards
:::2.1.1 American Society of Civil Engineers (ASCE) materials standards
:::2.1.2 ASTM International Volume 15.04
:::2.1.3 Canadian Standards Association (CSA) A3000 series
:::2.1.4 International Organization for Standardization (ISO) 10993
:::2.1.5 Metal Powder Industries Federation (MPIF) Standard 35 family
::2.2 Regulations and laws around the world
:::2.2.1 21 CFR Part 175 and 176 - United States
:::2.2.2 Building Standard Law - Japan
:::2.2.3 The Furniture and Furnishings (Fire) (Safety) Regulations 1988 - United Kingdom
:::2.2.4 National Environment Protection (Used Packaging Materials) Measure 2011 - Australia
:::2.2.5 Surface Coating Materials Regulations (SOR/2016-193) - Canada
::2.3 Standardized test methods for materials
::2.4 Materials laboratory accreditation
:::2.4.1 A note about engineering and construction materials testing


:[[User:Shawndouglas/sandbox/sublevel12|3. Choosing laboratory informatics software for your materials testing lab]]
::3.1 Evaluation and selection
:::3.1.1 Technology considerations
::::3.1.1.1 Laboratory informatics options
:::3.1.2 Features and functions
::::3.1.2.1 Base features
::::3.1.2.2 Specialty features
:::3.1.3 Cybersecurity considerations
:::3.1.4 Regulatory compliance considerations
:::3.1.5 System flexibility
:::3.1.6 Cost considerations
::3.2 Implementation
:::3.2.1 Internal and external integrations
::3.3 MSW, updates, and other contracted services
::3.4 How a user requirements specification fits into the entire process (LIMSpec)


:[[User:Shawndouglas/sandbox/sublevel13|4. Resources for selecting and implementing informatics solutions]]
::4.1 LIMS vendors
::4.2 Consultants
::4.3 Professional
:::4.3.1 Trade organizations
:::4.3.2 Conferences and trade shows
::4.4 LIMSpec


:[[User:Shawndouglas/sandbox/sublevel14|5. Taking the next step]]
::5.1 Conduct initial research into a specification document tailored to your lab's needs
::5.2 Issue some of the specification as part of a request for information (RFI)
::5.3 Respond to or open dialogue with vendors
:::5.3.1 The value of demonstrations
::5.4 Finalize the requirements specification and choose a vendor


Of course, just because a small-scale experimental R&D process yielded a positive result didn't mean that process was scalable to large-scale manufacturing. "Frequently, things work well on a small scale, and failure results when mass action comes into effect," noted Armour Fertilizer Company's president Charles McDowell in April 1917, while discussing American research methods.<ref name="McDowellAmerican17">{{cite journal |url=https://books.google.com/books?id=8pMPAQAAIAAJ&pg=PA546&dq=manufacturing+laboratory |title=American Research Methods |journal=Journal of the Western Society of Engineers |author=McDowell, C.A. |volume=XXII |issue=8 |year=1917 |pages=546–65 |accessdate=06 April 2023}}</ref> Sometimes a process was sufficiently simple that switching to more robust and appropriate apparatuses was all that was needed to scale up from experiment to full production.<ref name="RobertsonDesulph43">{{cite journal |url=https://books.google.com/books?id=3u01AQAAMAAJ&pg=RA1-PA444&dq=manufacturing+laboratory |title=Desulphuration of Metals |journal=Mechanics' Magazine, Museum, Register, Journal, and Gazette |editor=Robertson, J.C. |volume=38 |date=01 July 1843 |page=444 |accessdate=06 April 2023}}</ref> In other cases, a full-scale manufacturing laboratory process had yet to be developed, let alone the experiments conducted to develop a proof-of-concept solution in the experimental lab.<ref name="JacksonChemical43">{{cite journal |url=https://books.google.com/books?id=hrYxAQAAMAAJ&pg=PA379&dq=manufacturing+laboratory |title=Chemical Salts as Fertilizers |journal=New England Farmer, and Horticultural Register |author=Jackson, C.T. |publisher=Joseph Breck & Co |volume=XXL |issue=48 |page=379 |date=31 May 1843 |accessdate=06 April 2023}}</ref>
:[[User:Shawndouglas/sandbox/sublevel15|6. Closing remarks]]


====1.1.2 From small-scale private manufacturing lab to larger-scale industrial manufacturing lab====
:[[User:Shawndouglas/sandbox/sublevel16|Appendix 1. Blank LIMSpec template for manufacturing labs]]
The previously mentioned Charles McDowell presented his view of American research and manufacturing methods of the early 1900s, noting the following about the transition from research to manufacturing<ref name="McDowellAmerican17">{{cite journal |url=https://books.google.com/books?id=8pMPAQAAIAAJ&pg=PA546&dq=manufacturing+laboratory |title=American Research Methods |journal=Journal of the Western Society of Engineers |author=McDowell, C.A. |volume=XXII |issue=8 |year=1917 |pages=546–65 |accessdate=06 April 2023}}</ref>:
::A1. Introduction and methodology
 
::A2. Primary laboratory workflow
<blockquote>The definition of research is "diligent inquiry," and, if results are to be obtained, diligent inquiry is necessary; infinite patience is required. The reason for failures must be ascertained. One must learn to stand punishment; to wait; to act quickly; to differentiate between the unimportant and the worth while; and above all one must have good backing. Research chemists are often lacking in the ability to apply practically the results of their work, and a different type of man is often required for the second or small manufacturing stage. Frequently, things work well on a small scale, and failure results when mass action comes into effect. Often the reverse is true. A third type of man frequently is required when the commercial manufacturing scale is to be carried out. All of this means team work. It means not only laboratory equipment but small manufacturing equipment. In our work, we maintain a manufacturing laboratory consisting of small manufacturing units where various processes can be carried out on a manufacturing scale. This equipment consists of mills, electrical and other furnaces, pressure tanks, vacuum pans, filter presses, dryers and other machinery used in standard work, so that a process developed in the laboratory can be tried out on a small commercial scale.</blockquote>
::A3. Maintaining laboratory workflow and operations
 
::A4. Specialty laboratory functions
McDowell goes on to classify three types of research that leads up to the manufacturing process: pure scientific inquiry, industrial research, and factory research. He notes that of pure scientific inquiry, little thought is typically given to whether the research—often conducted by university professors—will have any real commercial value, though such value is able to emerge from this fundamental research. In regards to industrial research (discussed further in the next subsection), McDowell makes several observations that aptly describe the state of manufacturing research in the early 1900s. He notes that unlike pure scientific inquiry, industrial research has commercial practicality as a goal, often beginning with small-scale experiment and later seeking how to reproduce those theoretical results into large-scale manufacturing. He also reiterates his point about needing to "have good backing" financially. "The larger manufacturer maintains his own staff and equipment to carry out investigations along any line that may seem desirable," he says, "but the smaller industries are not able to support an establishment and must rely on either consulting engineers or turn their problems over to some equipped public or private laboratory to solve."<ref name="McDowellAmerican17" /> As for factory research, McDowell characterizes it as full-scale factory-level operations that range from haphazard approaches to well-calculated contingency planning.
::A5. Technology and performance improvements
 
::A6. Security and integrity of systems and operations
====1.1.3 The rise of the industrial research lab and full-scale manufacturing====
::A7. Putting those requirements to practical use and caveats
https://nap.nationalacademies.org/read/20233/chapter/4#34
::A8. LIMSpec in Microsoft Word format
 
==References==
{{Reflist|colwidth=30em}}

Latest revision as of 23:14, 20 September 2023

Sandbox begins below

[[File:|right|500px]]

Title: LIMS Selection Guide for Materials Testing Laboratories

Edition: First Edition

Author for citation: Shawn E. Douglas

License for content: Creative Commons Attribution-ShareAlike 4.0 International

Publication date: ??? 2023


Description goes here...

The table of contents for LIMS Selection Guide for Materials Testing Laboratories is as follows:

1. Introduction to materials and materials testing laboratories
1.1 Materials testing labs, then and now
1.1.1 Materials testing 2.0
1.2 Industries, products, and raw materials
1.3 Laboratory roles and activities in the industry
1.3.1 R&D roles and activities
1.3.2 Pre-manufacturing and manufacturing roles and activities
1.3.3 Post-production quality control and regulatory roles and activities
2. Standards, regulations, and test methods affecting materials testing labs
2.1 Globally recognized materials manufacturing standards
2.1.1 American Society of Civil Engineers (ASCE) materials standards
2.1.2 ASTM International Volume 15.04
2.1.3 Canadian Standards Association (CSA) A3000 series
2.1.4 International Organization for Standardization (ISO) 10993
2.1.5 Metal Powder Industries Federation (MPIF) Standard 35 family
2.2 Regulations and laws around the world
2.2.1 21 CFR Part 175 and 176 - United States
2.2.2 Building Standard Law - Japan
2.2.3 The Furniture and Furnishings (Fire) (Safety) Regulations 1988 - United Kingdom
2.2.4 National Environment Protection (Used Packaging Materials) Measure 2011 - Australia
2.2.5 Surface Coating Materials Regulations (SOR/2016-193) - Canada
2.3 Standardized test methods for materials
2.4 Materials laboratory accreditation
2.4.1 A note about engineering and construction materials testing
3. Choosing laboratory informatics software for your materials testing lab
3.1 Evaluation and selection
3.1.1 Technology considerations
3.1.1.1 Laboratory informatics options
3.1.2 Features and functions
3.1.2.1 Base features
3.1.2.2 Specialty features
3.1.3 Cybersecurity considerations
3.1.4 Regulatory compliance considerations
3.1.5 System flexibility
3.1.6 Cost considerations
3.2 Implementation
3.2.1 Internal and external integrations
3.3 MSW, updates, and other contracted services
3.4 How a user requirements specification fits into the entire process (LIMSpec)
4. Resources for selecting and implementing informatics solutions
4.1 LIMS vendors
4.2 Consultants
4.3 Professional
4.3.1 Trade organizations
4.3.2 Conferences and trade shows
4.4 LIMSpec
5. Taking the next step
5.1 Conduct initial research into a specification document tailored to your lab's needs
5.2 Issue some of the specification as part of a request for information (RFI)
5.3 Respond to or open dialogue with vendors
5.3.1 The value of demonstrations
5.4 Finalize the requirements specification and choose a vendor
6. Closing remarks
Appendix 1. Blank LIMSpec template for manufacturing labs
A1. Introduction and methodology
A2. Primary laboratory workflow
A3. Maintaining laboratory workflow and operations
A4. Specialty laboratory functions
A5. Technology and performance improvements
A6. Security and integrity of systems and operations
A7. Putting those requirements to practical use and caveats
A8. LIMSpec in Microsoft Word format