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Towards a Factory-of-Things:

channel modeling and deployment assessment


in PetroEcuador Esmeraldas oil refinery
S. Savazzi∗ , B. Ramos† , J. M. Winter‡ , S. Kianoush∗ , V. Rampa∗ , E. del Rosario† , T. Chavez† and O. Cevallos§
∗ CNR,
IEIIT institute, Milano, Italy. E-mail: (stefano.savazzi, sanaz.kianoush, vittorio.rampa)@ieiit.cnr.it
† ESPOL, FIEC, Guayaquil, Ecuador. Email: (bramos, elderos, tchavez)@espol.edu.ec
‡ UFRGS, Porto Alegre, Brazil and E-Aware Technologies, Porto Alegre, Brazil. Email: jean.winter@ufrgs.br.
§ EP PetroEcuador, Quito, Ecuador. Email: oscar.cevallosn@eppetroecuador.ec.

Abstract—Industry 4.0 and industrial Internet of Things (iIoT) process automation. Wireless networks are the critical enabling
trends are pushing towards the transformation of factories to pro- technology for iIoT implementation, and are now considered
vide more flexible production systems through the use of wireless as an instrumental tool for the Industry 4.0 trend towards the
networks. Technologies enabling the “Factory-of-Things” (FoT)
paradigm allow the safe deployment of wireless field devices in transformation of manufacturing technologies into a Factory
industrial plants thanks to their low-battery usage that makes the of Things (FoT) [3][4].
maintenance cycle quite low, and highly reliable. The widespread Many FoT-related applications have often to satisfy stringent
adoption of these technologies should be paired with tools for pre-
deployment network design and prediction of the wireless link requirements in terms of reliability and timeliness. Therefore,
quality to mimic the planning procedures applied to conventional the network must be accurately engineered during a “pre-
industrial wired equipment. In factory sites, the strength of the deployment” stage in order to be robust against packet losses
radio signals is impaired by frequency, spatial and time-domain as well as meet stringent delay deadlines. Existing network
fading that influence the wireless link stability. In this paper, design procedures are often not suitable to address complex
based on an extensive measurement campaign performed inside
an active oil refinery, we propose and validate a novel channel and harsh environments as typical in refinery environments
model tailored for industrial wireless networks operating over [3]. Industry-standard design procedures for wireless network
2.4 GHz and supporting a time-slotted channel hopping (TSCH) optimization must be instead able to certify the reliability of
policy. Post-layout network performance verification has been radio links under harsh conditions and be applied before the
finally carried out based on a WirelessHART industry standard deployment of the network. Most of the currently proposed in-
system deployed in selected sites.
dustrial systems are built on the IEEE 802.15.4 physical (PHY)
I. I NTRODUCTION layer [5] over the ISM 2.4 GHz band. Many standards have
then redesigned the Medium Access Control layer (MAC) to
The adoption of wireless communication in industrial re- address specific industrial needs. One of these MAC designs,
fineries is becoming of strategic interest for many manufac- namely the Time Slotted Channel Hopping (TSCH), gained
turers and operators in oil & gas and petrochemical industries. popularity as standardized in the IEEE 802.15.4e and currently
Compared to wired system, wireless technology has the advan- implemented in many products, such as WirelessHART [6] and
tage of low-cost, mobility, energy-efficiency, compactness and ISA 100.11a [7]. The TSCH protocol implements a slow fre-
flexibility in self-configuration or in overcoming any obstacle. quency hopping policy at the MAC sub-layer. The goal of the
Recently, the industrial Internet of Things (iIoT) paradigm hopping scheme is to harness frequency diversity to improve
[1][2] has emerged as an evolution from a large number of communication reliability: the physical carrier frequency of
systems employing machine-to-machine communications for each communication link thus changes according to a pre-
This work has been performed in the framework of the project “A Wireless
defined hopping pattern [8] over a set of carrier frequencies
Sensor Network Deployment Study in Esmeraldas Refinery”, funded by defined by the physical layer of the standard IEEE 802.15.4.
PetroEcuador and under CNR-IEIIT and ESPOL Memorandum de Acuerdo
Interinstitucional, Oct. 2015. Stefano Savazzi, Sanaz Kianoush, Vittorio The purpose of this paper is to propose a novel approach
Rampa are with Consiglio Nazionale delle Ricerche (CNR), Institute of to pre-deployment link quality prediction that is based on a
Electronics, Computer and Telecommunication Engineering (IEIIT) Milano, statistical channel model to assess the site-specific wireless
Italy. Boris Ramos, Edison del Rosario and Tanny Chavez are with Escuela
Superior Politcnica del Litoral (ESPOL), Facultad de Ingeniera en Electricidad propagation parameters in industrial environments affected by
y Computacin (FIEC), Guayaquil, Ecuador. Jean M. Winter is with Federal dense blockage and multipath. The proposed model extends
University of Rio Grande do Sul (UFRGS), Department of Electrical Systems, the one proposed in [3] and it is tailored for wireless networks
Automation and Energy, Brazil and with the spin-off E-Aware Technologies.
Oscar Cevallos is with Empresa Publica (EP) PetroEcuador, maintenance that are built on a TSCH standardized transmission mode.
supervisor of Esmeraldas refinery. It accounts for both frequency and time-domain fading and
978-1-5090-5137-3/16/$31.00 ©2016 IEEE
provides a statistical model for the received signal strength
(RSS) that influences the wireless path stability [8]. In order
to validate the proposed model, an extensive experimental
campaign has been carried out inside an oil&gas refinery site
(Esmeraldas refinery) owned by PetroEcuador, the national oil
company of Ecuador. As for typical refinery environments, the
site is characterized by an harsh environment for short-range
(10-150m) propagation with metallic structures, changing en-
vironmental conditions, non-line of sight (NLOS) and pos-
sible co-located wireless applications running over the same
unlicensed spectrum. It thus shows relevant similarities with a
dense micro-cellular site. Specific wireless field equipment has
been designed to perform a long-term and real-time acquisition
of received signal strength (RSS) measurements over different
links and considering all the channels defined by the PHY
layer of the IEEE 802.15.4 standard over 2.4 GHz band.
The study is therefore relevant as it highlights the impact
of both spatial, frequency and time-domain fading on the
performance of TSCH-based industrial networks and provides
support to pre-deployment planning. In contrast to previous
experimental campaigns (see [9], [10]), the refinery sites target
of the tests were active (in production): this allowed to verify
wireless propagation inside a fully representative environment
possibly subject to electromagnetic (EM) interference caused
by spurious emissions of plant instruments as well as other
wireless equipment (e.g. WiFi). Post-layout network deploy-
ment verification has been finally carried out by installing a
WirelessHART-compliant network in selected sites.

II. C HANNEL MODELING FOR TSCH NETWORKS


Fig. 1. Example of multi-channel RSS data collection (Esmeraldas refinery,
As depicted in Fig. 1, the goal of the channel hopping PetroEcuador) and TSCH frequency-hopping pattern.
scheme, as supported by TSCH mode communication, is to
let each communication link hop pseudo-randomly over a set
of physical radio-frequency channels. The wireless link is    
thus organized in time-slots, while frequency hopping might where s0,` = s0,` dd0` , γP = µ0 − Γ dd0` , γP is the path
involve up to M radio channels (M = 15 as prescribed loss static component, with µ0 = µ0 (PT , d0 ) being the
by IEEE 802.15.4) according to a predefined pattern F that channel gain function for transmitted power PT , measured
defines a sequence of consecutive PHY channels. The focus at a reference distance d0 (d0 = 2m typical), and distance
of the section is on the development of an ad-hoc model that dependent loss function Γ(d` /d0 , γP ) = 20 log10 (d` /d0 ) +
provides a statistical representation of the key environment- 10(γP − 2) log10 (d` /dFre ) that follows the model [12] for
dependent parameters that characterize the channel response, short d` < dFre and long range d` > dFre , respectively. Fresnel
namely the RSS, over different PHY channels and links. In distance is dFre = 4htx hrx /λ assumes flat terrain with htx ,
particular, the RSS observed over different channels is affected and hrx being the height from ground of the transmitter and
not only by path-loss (function of the geometric properties the receiver, respectively. The static RSS excess attenuation
of the link) but also by multi-path effects that are both ρi,` randomly varies over the space/frequency domain as due
frequency and spatially varying (frequency/spatial fading), to both diffraction and multipath effects. The static term s̄i,` =
depending on the type of the configuration of the surrounding s0,` − ρi,` thus combines the path-loss component with the
fixed scattering/absorbing objects. In addition, time-domain fading effects due to the presence of fixed scattering/absorbing
fluctuations (temporal fading) might be also induced by people objects. Temporal fading is an additional component δi,` (t)
or objects moving in the environment [11]. that models the superimposed RSS time-domain fluctuations
The RSS si,` (t) at time t, observed over channel i ∈ F and due to objects or people moving in the surrounding to the link,
link ` of length d` is modelled (in [dBm]) as: as well as intermittent/transitory EM interference.
In what follows, we highlight that some site-specific features
si,` (t) = s0,` − ρi,` + δi,` (t), (1) of the channel response are shared by links conforming to the
same “obstruction type” (or link class). Those features reveal
| {z }
s̄i,`
Type I Type II Type III Type IV Type V
first Fresnel outer region. Type III “OLOS” (C3 ) obstructed-
γCj -0.2 2.65 6.5 11.01 16.35
σF,Cj 2.38 3.77 4.36 3.84 2.1
LOS link type is observed in environments where the obstacles
σT 3.6 are now partially obstructing the LOS path [10]. Finally,
Type IV “NLOS” (C4 ) link type is characterized by objects
TABLE I
P ROPAGATION PARAMETERS ( D B SCALE ) FOR LINK TYPES 1-5 OBTAINED completely obstructing the direct path between transmitter
FROM RSS MEASUREMENTS IN F IG . 5. and receiver, but leaving a clearance zone inside the first
Fresnel area. Type V “severe-NLOS” (C5 ) link type refers
to a propagation environment where the LOS path is blocked
by large-size (i.e. concrete) buildings [12] typically located
that the time δi,` and the frequency-domain ρi,` sensitivity
in the surrounding of the transmitter or the receiver, while
of the link can be captured by a common stochastic model
the first Fresnel region is completely obstructed. Propagation
that provides a statistical representation for RSS si,` , namely
is mostly influenced by diffraction effects caused by large
for the probability functions Pr[ρi,` ], and Pr [δi,` ]. The model
obstructions, while multipath effects are less significant. The
in turn allows to make predictions of the link quality (or path
observed frequency-domain RSS fluctuations σF,C5 are thus
stability) under the assumption of a TSCH transmission mode,
smaller compared to other link types.
and before the actual deployment of the network.
B. Model validation and experimental activity
A. Link classification
Measurements have been collected from 4 relevant sites
The classification of the propagation is based on a set of C inside the Esmeraldas refinery: these locations, depicted in
link types {C1 , C2 , ..., CC }: each category describes a specific Fig. 2, are considered critical for wireless deployment and
configuration of the building blockage that maps onto specific have been identified by PetroEcuador crew. The developed
space/frequency-domain fading profiles. Classification of links model considers a database up to 120 wireless links. RSS
is based on the number and the density of the obstructions: it data collection is based on specific field devices, labeled
might adopt a 2D/3D map the plant [10], or on-site inspec- as MF and MF-G, whose MAC layer has been purposely
tion. For any link ` ∈ Cj classified as Type j, frequency- designed for multi-channel acquisition. The devices comply
domain RSS fluctuations map onto a type-specific stochastic with the physical standard of the IEEE 802.15.4e: RF emitting
model for spatial/frequency-domain Pr [ρi,` |` ∈ Cj ] and time- source device (MF) is tailored to transmit a configurable
domain Pr [δi,` |` ∈ Cj ] fading terms. RSS excess  attenuation number of data frames (i.e., ranging from 1-10) over the
2
is herein modelled as log-Gaussian ρi,` ∼ N γCj , σF,C j
, same physical channel and then hopping according to a pre-
with attenuation γCj as due to diffraction [12] and frequency- configured pattern (see the example of Fig. 3). Each MF device
domain fluctuations with deviation σF,Cj . Such deviations is programmed to transmit at standard-compliant power of
are caused by multipath effects characterizing the specific 4 dBm, although the output power can range up to 10dBm.
link type. Measurements reveal that temporal fading is less One (or more) receiver devices (MF-G) can be configured to
sensitive to link type,
 but still reasonably log-normal, therefore synchronously collect RSS data and the corresponding channel
2
δi,` ∼ N 0, σT now with time-domain deviation σT . The specified by the hopping scheme.
use of C = 5 mutually exclusive link categories is reasonable For each scenario, the MF device has been moved in order to
for the considered setting: this is also in line with previous assess the link quality in positions potentially critical for com-
activities [3]. In what follows, ordering of link types is munication. In fact, the position of the wireless instruments
based on increasing attenuation γCj due to diffraction effects, can be influenced by the presence of obstacles (e.g., pipes,
frequency and time-domain fading parameters are detailed in metal structures, walkways, valves, etc.). During the tests,
the Table I. RSS data are repeatedly collected (alternating long and short
Type I: “LOS” (C1 ) link type is characterized by line- records of 15 min.) and processed for all M = 15 channels
of-sight (LOS) propagation as well as absence of obstacles defined by the TSCH mode. The impact of people moving
(with dimensions larger than the signal wavelength λ) within in the surrounding of the link, as well as small deviations
the 1st Fresnel volume [12]. Obstacles thus might occupy the of the nominal position of the equipment [3], have been also
2nd Fresnel volume. Although reflections from terrain (flat) addressed. In Fig. 5 we highlighted the RSS measurements
are responsible for some multipath effects, frequency-domain and model (1) calibration. Time-averaged RSS vs channels
RSS fluctuations σF,C1 = 2.38 are smaller compared to other Et [si,` ] and log-distance log(d` /d0 ) are first compared with
link types. Compared to Type I, links of Types II-IV are model Et,i [si,` ] = s0,` −E[ρi,` ] for all link types (left column).
characterized by obstacles that are either lying inside the 1st RSS excess attenuation empirical probability functions ρi,` and
Fresnel volume or obstructing the LOS path. Propagation is log-Gaussian moment-based fitting are then compared (center
thus subject to strong multipath effects as due to different column). Finally, time-domain deviations σT (right column)
obstruction configurations and this results in higher frequency- are analyzed: notice that differently from frequency-domain
domain RSS fluctuations, i.e. σF,Ci > σF,C1 , i = 2, 3, 4. In fading, temporal fading is less sensitive to link class as mainly
particular, Type II: “near-LOS” (C2 ) link type is observed influenced by moving people/objects in the surrounding of the
in environments where the obstacles are located inside the link, or transitory EM interference.
Fig. 4. Model calibration and testing based on the experimental data collected in the Esmeraldas refinery. From left to right: RSS vs channels and log-distance
Et [si,` ] and corresponding model Et,I [si,` ] (blue line), RSS excess attenuation ρi,` empirical pdf and log-Gaussian fitting, time-domain deviations σT . Data
are collected for the 5 link types considered in Sect 2.2.
to carry out the various types of treatment that are usually
practiced by refineries for treating waste-water. The use of a
wireless system could therefore augment the existing wired
equipment, and provide a flexible and cost-effective solution
for monitoring without the costly (and unfeasible for logistic
reasons) re-wiring over the existing plant. The 15.000 sqm
Setria site inside the Esmeraldas oil&gas refinery has been
chosen as an additional test location over a larger size open-
area field. It consists of a section of an oil depot characterized
by 6 large-size concrete fuel tanks. Revamping activities are
currently planned to augment the existing control systems.
For both sites we used IEC 62591 compliant wireless equip-
ment: 1) Gateway (G) model 1420 (developed by Emerson)
with transmit power: 4 dBm, omnidirectional antenna: ½
wavelength 6 dB gain; 2) HCF sniffer – FieldComm used
for data collection; 3) field devices (developed by E-Aware
Technologies). Link types are evaluated at first by using the
2D map of the plant as well as by visual inspection to
compute the link path stability PS,` (or packet successful
rate). This is percentage of transmitted packets that have
successfully reached their destination over a given path. For a
link implementing the channel hopping pattern F, successful
rate can be modelled in terms of RSS (1) as:

Fig. 2. Candidate sites for the experimental campaign inside the Esmeraldas
PS,` = Pr [mini∈F (si,` ) > β] (2)
refinery.
being β = −85 dBm the receiver sensitivity for IEEE
802.15.4 devices. Path stability is a lower-bound to network
reliability as it does not account for automatic MAC-layer
re-transmissions. Modeling of path stability (2) is thus a
conservative choice as far as pre-deployment assessment is
concerned. In addition to path stability, other network metrics
are tracked: 1) burst rate, namely the transmission interval to
the Gateway; 2) missed update since initially joining the net-
work; 3) number of nearby devices with reliable connections.
Figure 5 summarized the performance results from the tests
in Effluents area. In particular 3 topologies are considered.
In topology 1, field devices labeled as E01, E02 present a
highly reliable connection with the Gateway as Type IV but
in short range. Device E04 has 1 missed update and a low
path stability (1.7%) with its neighbor device E02 (being
a Type V link). Device E05 has 2 neighbors, a high path
stability (99.5%) is observed with device E02 (Type III).
In topology 2, devices E01 and E02 have a high reliability
with 0 missed updates registered during network life. Device
Fig. 3. Example of field devices used for multi-channel RSS data collection E04 has 13 missed updates for 660 data packets transmitted
(top). Time-frequency RSS data-set sample (bottom). during this setup. Device E05 failed to establish a successful
connection with the Gateway as the link is obstructed by a
concrete building (Type V) that is surrounding the Gateway
III. W IRELESS HART NETWORK DEPLOYMENT side. In the third topology, devices E01, E02 and E04 have a
In this section, we highlight two specific deployment case high reliability with 0 missed updates (in 36 minutes). Being
studies in the Esmeraldas refinery using WirelessHART com- located behind a concrete building, device E04 may present
pliant devices. In particular, the tests are meant to verify the more failed transmissions than E01 and E02, since the path
(pre-deployment) analysis carried out in the same sites based stability is about 70% for all neighbors. Device E05 has a
on the RSS model highlighted in Sect. 2. The first test site lot of messages delivered out of time (1041 missed updates):
chosen for the deployment is the Effluents area (see Fig. 2): it is possible to conclude that device E05 is not deployed
with size approx. 9000 sqm, it is has been currently renewed in a favorable situation, since it has only one neighbor with
Fig. 6. Example topologies in the Setria area and WirelessHART network
performance analysis.

to the same obstruction type. The measurements analysed


highlight an accuracy of the proposed model with an error on
predicted link path stability below 6dB for the considered sites.
Results from the post-layout deployment verification based
on a WirelessHART system confirm the effectiveness of the
virtual planning approach.
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