Material handling principles and equipment

The ten principles of material handling, equipment classes and selection, and conveyor and vehicle fleet sizing calculations.

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Why it matters

Moving material adds cost but no value, yet in most plants it takes a large share of manufacturing cost, floor space and lead time, and it causes many injuries. Choosing the right handling method and equipment, and sizing the fleet correctly, is part of every layout decision.

Key ideas

Material handling is the movement, storage, protection and control of materials throughout manufacturing, warehousing and distribution. The aim is the right material, in the right amount, at the right place and time, in the right condition and orientation, at the right cost (the "seven rights"). The best handling is no handling: first reduce moves through layout and method, then mechanise the moves that remain.

The ten principles of material handling (Material Handling Institute / College-Industry Council)

  1. Planning: define needs, performance objectives and functional specifications first.
  2. Standardisation: standardise methods, equipment, controls and software where possible, without losing needed flexibility.
  3. Work: minimise handling work (flow × distance): eliminate, combine, shorten moves.
  4. Ergonomic: fit handling to human capabilities; avoid manual lifting, twisting and repetitive strain.
  5. Unit load: move material in standard unit loads (pallets, totes, containers) rather than piece by piece.
  6. Space utilisation: use the full cubic space, including height, while keeping aisles clear.
  7. System: integrate handling with receiving, inspection, storage, production, packing and shipping as one system.
  8. Automation: automate where it improves responsiveness, consistency and cost (conveyors, AGVs, AS/RS, robots).
  9. Environmental: consider energy use and environmental impact.
  10. Life-cycle cost: judge equipment on total cost over its life (purchase, installation, operation, maintenance, disposal), not purchase price alone.

Equipment classes

  • Conveyors: continuous movement over a fixed path; belt, roller (gravity or powered), chain, slat, screw, overhead trolley, tow-line. Good for high, steady volume between fixed points; inflexible and may block aisles.
  • Industrial trucks: variable path, intermittent moves; hand trucks, pallet jacks, forklift trucks (counterbalanced, reach), tractor-trailer trains, and automated guided vehicles (AGVs), which follow wires, tape, lasers or maps under computer control.
  • Cranes and hoists: lifting and moving heavy loads within a limited area; electric overhead travelling (bridge) cranes, gantry cranes, jib cranes, hoists. They use overhead space and keep the floor free.
  • Positioning and unit-load equipment: lift tables, manipulators, industrial robots, pallets, skids, containers.
  • Storage: pallet racks, flow racks, mezzanines, automated storage and retrieval systems (AS/RS), carousels.
  • Identification and control: bar codes, RFID, warehouse management systems.

Selection factors: material (size, weight, shape, fragility, hazard), move (distance, frequency, path, flow rate, fixed or variable route), method (unit load or bulk, manual or automated), building (floor loading, ceiling height, aisle width, columns) and cost (life-cycle). Fixed path, high volume suggests conveyors; variable path, moderate volume suggests trucks or AGVs; heavy loads in a bay suggest cranes.

Formulas

Handling work = Σ f_ij × d_ij (load-m per period)

Conveyor flow rate R_f = v_c / s_p

  • v_c = conveyor speed (m/s); s_p = centre spacing of parts (m); R_f in parts/s.

Transit time on conveyor T = L / v_c; parts on conveyor = L / s_p

  • L = conveyor length (m).

Vehicle delivery cycle time T_c = T_L + L_d / v_c + T_U + L_e / v_c

  • T_L, T_U = load and unload time (min); L_d = loaded (delivery) distance, L_e = empty return distance (m); v_c = vehicle speed (m/min).

Workload WL = R_f × T_c (min of vehicle time per hour)

  • R_f = deliveries per hour.

Available time per vehicle AT = 60 × A × T_f × E_w (min/h)

  • A = availability, T_f = traffic factor, E_w = worker efficiency (for manual trucks); use those given.

Number of vehicles n = WL / AT, rounded up

Worked examples

Example 1 (standard). A belt conveyor 75 m long runs at 0.5 m/s, carrying cartons spaced 1.25 m apart. Find the flow rate, the transit time and the number of cartons on the belt.

  1. R_f = 0.5 / 1.25 = 0.4 cartons/s = 1,440 cartons/h.
  2. T = 75 / 0.5 = 150 s.
  3. Cartons on the belt = 75 / 1.25 = 60.

Example 2 (GATE level). An AGV system must make 40 deliveries per hour. Average loaded distance 120 m, average empty return 90 m, vehicle speed 50 m/min, load and unload 0.5 min each. Traffic factor 0.85 (availability taken as 1). How many AGVs are needed?

  1. T_c = 0.5 + 120/50 + 0.5 + 90/50 = 0.5 + 2.4 + 0.5 + 1.8 = 5.2 min.
  2. WL = 40 × 5.2 = 208 min/h.
  3. AT = 60 × 0.85 = 51 min/h per AGV.
  4. n = 208 / 51 = 4.08, round up: 5 AGVs.

With 4.08 needed, it is worth checking whether a shorter empty-travel route or faster transfer could bring the requirement to 4 vehicles before buying the fifth.

Common mistakes

  • Forgetting the empty return trip in the vehicle cycle.
  • Rounding the number of vehicles or trucks down.
  • Mixing units: speeds in m/s with distances in m and times in min.
  • Calling a conveyor flexible; it serves a fixed path. AGVs and trucks serve variable paths.
  • Choosing equipment on purchase price instead of life-cycle cost.

For GATE PI

Expect one-mark questions on the principles of material handling, matching equipment to situations (fixed vs variable path, heavy lifts, unit loads), and NAT questions on conveyor flow rate, transit time, vehicle cycle time and fleet size. Practise the vehicle cycle formula with consistent units.

Quick check

  1. A conveyor runs at 20 m/min with parts every 0.8 m. Parts per hour?
  2. Which principle says to judge equipment by total cost over its life?
  3. Which equipment suits heavy loads moved within a single bay?
  4. Workload 150 min/h, available 50 min/h per vehicle. Vehicles needed?

Answers: 1. 20/0.8 × 60 = 1,500 parts/h; 2. Life-cycle cost; 3. An overhead (EOT) crane; 4. 3.

Try answering each one aloud before you open it.

  1. 1.What is material handling in the context of industrial engineering?Concept

    Material handling refers to the movement, protection, storage, and control of materials and products throughout the manufacturing, warehousing, distribution, consumption, and disposal processes. It involves the use of manual, semi-automated, and automated equipment and systems to ensure efficient and effective handling of materials.

  2. 2.Explain the importance of material handling in facility design.Concept

    Material handling is crucial in facility design as it directly impacts the efficiency of operations, safety, and cost-effectiveness. Proper material handling systems can reduce handling time, minimize product damage, improve workflow, and enhance worker safety. It also plays a role in optimizing space utilization and ensuring smooth material flow within the facility.

  3. 3.What are the key principles of material handling?Concept

    The key principles of material handling include planning, standardization, work, ergonomics, unit load, space utilization, system, automation, environment, and life cycle cost. These principles guide the design and implementation of material handling systems to ensure they are efficient, safe, and cost-effective.

  4. 4.Why is automation used in material handling systems?Application

    Automation is used in material handling systems to increase efficiency, reduce labor costs, and improve accuracy and consistency in operations. Automated systems can handle repetitive tasks with precision, reduce the risk of human error, and operate continuously without fatigue. This leads to faster processing times and improved productivity.

  5. 5.What happens if material handling equipment is not properly maintained?Application

    If material handling equipment is not properly maintained, it can lead to equipment failures, increased downtime, and safety hazards. Poor maintenance can result in inefficient operations, higher repair costs, and potential accidents or injuries to workers. Regular maintenance ensures equipment reliability and longevity, contributing to overall operational efficiency.

  6. 6.How does the unit load principle affect material handling system design?Application

    The unit load principle involves handling materials in standardized units, such as pallets or containers, to improve efficiency and reduce handling costs. By designing systems around unit loads, facilities can streamline operations, reduce handling time, and minimize the risk of damage to materials. This principle also facilitates easier transportation and storage.

  7. 7.What are some common types of material handling equipment used in warehouses?Concept

    Common types of material handling equipment used in warehouses include forklifts, pallet jacks, conveyor belts, automated guided vehicles (AGVs), cranes, and hoists. Each type of equipment serves specific functions, such as lifting, transporting, or storing materials, and is selected based on the needs of the operation.

  8. 8.Explain how ergonomics is considered in the design of material handling systems.Concept

    Ergonomics in material handling system design focuses on minimizing physical strain and injury risk to workers. This involves designing equipment and processes that accommodate human capabilities and limitations, such as adjustable workstations, user-friendly controls, and reducing the need for manual lifting. Ergonomic design enhances worker comfort, safety, and productivity.

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