PROGRAM DOC | CALCULATION LOGIC GUIDE MATERIAL HANDLING ACADEMY

Product Spec Calc Companion. r4.0. Michael Collins.

How To Use This Guide

This document is a companion to the Product Spec Calc (r4.0). It does not replace the calculator. Open the calc and this guide side by side. For each calculation the calc performs, this guide explains what the formula is doing, why each input matters, what the output is telling you, and what to do when a check fails. A student who understands why the formula works will catch a bad input. A student who just uses the calculator without that understanding will not.

Contents
  1. Section 1: Package and Conveyor Basics
  2. Section 2: Skew and Lookup Utility
  3. Section 3: Sorter Calculations
  4. Section 4: 90 Degree Transfer Calculations
  5. Section 5: Sequence and Dependency Reference

Section 1 Package and Conveyor Basics

Inputs & Outputs tab - rows 1 through 33

These calculations characterize the product mix and establish the operating parameters every downstream calculation depends on. Complete this section before touching the sorter or transfer tabs.

Weight per FootINPUTS & OUTPUTS - Column G
FORMULAWT / (L / 12)

Divide carton weight in pounds by carton length in feet. Converts length to feet before dividing.

Riverside Worked Example

Max carton: 20 in long, 50 lbs. WT/FT = 50 / (20/12) = 50 / 1.667 = 30 lbs/ft. This value feeds roller capacity checks and incline belt calculations.

NoteThis is a per-carton output. The worst case is the heaviest carton at the shortest length. Check the WT/FT column for that combination, not the average.
Minimum Curve Between-Frame WidthINPUTS & OUTPUTS - Column H
FORMULASQRT((IR + W)^2 + (L/2)^2) - (IR - 2)

Pythagoras applied to the worst-case carton position in a curve. The carton corner must clear the outside rail.

Riverside Worked Example

IR = 34.5 in, Max W = 15 in, Max L = 20 in. Min Curve BF = SQRT((34.5+15)^2 + (20/2)^2) - (34.5-2) = SQRT(2450.25 + 100) - 32.5 = 50.5 - 32.5 = 18 in. Round UP to the next catalog BF. Never round down.

NoteRun this calculation against every carton in the mix. The largest result sets the required curve BF. One outlier carton can force a significantly wider curve.
Tumble AngleINPUTS & OUTPUTS - Column I
FORMULAATAN(L / (3 x H)) x 180 / PI

The maximum incline angle before the carton tips forward. The carton is modeled as tipping when its center of gravity passes its front bottom edge.

Riverside Worked Example

Min carton: L=9 in, H=3 in. Tumble Angle = ATAN(9 / (3x3)) x 180/PI = ATAN(1.0) x 57.3 = 45 degrees. This is the theoretical limit. Design inclines to the minimum tumble angle in the mix with a safety margin. Riverside uses 30 degrees maximum incline based on the worst case carton.

PassYour incline angle is below the minimum tumble angle in the mix. All cartons will remain upright.
If It FailsYour incline angle exceeds the minimum tumble angle. The worst case carton will tip. Reduce the incline, reduce the conveyor speed on the incline, or remove the outlier carton from the mix and handle it separately.
NoteThe calc shows MIN tumble angle in cell C26 - this is the worst case carton. Design all inclines against this number, not the average.
Gap ProducedINPUTS & OUTPUTS - row 31
FORMULASpeedOut x (L / SpeedIn) - L + StartingGap

The gap between cartons after a speed change. When cartons accelerate, the gap grows. When they decelerate, it shrinks.

Riverside Worked Example

SpeedIn=60, SpeedOut=120, L=20 in, StartingGap=24 in. Gap = 120 x (20/60) - 20 + 24 = 40 - 20 + 24 = 44 in. The gap grew from 24 to 44 inches when speed doubled. This output feeds the sorter induction gap input.

NoteRun this for Min, Max, and Avg carton length. The Min carton produces the smallest gap at SpeedOut and is the binding case for gap checks downstream.
Theoretical RateINPUTS & OUTPUTS - row 32
FORMULASpeedIn / ((L + StartingGap) / 12)

The maximum cartons per minute achievable at a given speed and gap. Dividing by 12 converts the pitch from inches to feet to match the speed in feet per minute.

Riverside Worked Example

SpeedIn=60 FPM, L=20 in (max), StartingGap=24 in. Rate = 60 / ((20+24)/12) = 60 / 3.667 = 16.4 CPM. This is the design rate for the system - based on the max carton length. The min carton gives a higher theoretical rate but you design to the worst case.

PassTheoretical rate equals or exceeds required rate. The system can achieve the throughput at the specified speed and gap.
If It FailsTheoretical rate is below required rate. You must increase belt speed, reduce carton gap, or confirm whether the required rate is achievable with this product mix.
PitchINPUTS & OUTPUTS - row 33
FORMULAGap + L

Center to center distance between cartons. The simplest calculation in the sheet. Everything else derives from this.

Riverside Worked Example

Gap=44 in, L=20 in. Pitch = 64 in. Every 64 inches of belt carries one carton. At 120 FPM that is 120/64 x 12 = 22.5 CPM. Use pitch to sanity check your rate calculations.

NotePitch is used internally in other calculations. If it looks wrong, go back and check Gap Produced first.

Section 2 Skew and Lookup Utility

Inputs & Outputs tab - rows 35 through 40

Skew Conveyor Required LengthINPUTS & OUTPUTS - row 36
FORMULA((BF - MinW) x BF / RollerCenters + MaxL) / 12

The minimum length of skewed roller conveyor needed to fully align the narrowest carton across the full belt width, while containing the longest carton during the traverse.

Riverside Worked Example

BF=21 in, MinW=6 in, RollerCenters=3 in, MaxL=20 in. Length = ((21-6) x 21/3 + 20) / 12 = (15 x 7 + 20) / 12 = 125/12 = 10.4 ft. Round up to next standard conveyor length.

NoteThis is a minimum. Add length for connection to adjacent sections. If your carton mix has extreme variation in width, run the calc for both the narrowest and the widest carton and use the larger result.
Lookup Time / Time Between PointsINPUTS & OUTPUTS - row 40 | Sorter tab - row 27 | Transfer tab - row 23
FORMULA(Distance / 12) / (Speed / 60)

How many seconds it takes a carton to travel a given distance at a given speed. Converts distance from inches to feet and speed from FPM to feet per second.

Riverside Worked Example

Scan point to sorter divert: Distance=120 in, Speed=120 FPM. Time = (120/12) / (120/60) = 10 / 2 = 5.0 seconds. The WMS has 5 seconds to respond with a sort destination after the scan fires. If confirmed WMS latency is 3 seconds, there is 2 seconds of margin. If latency is 6 seconds, the layout must change.

NoteThis calculation is the physical basis for the scan-to-divert distance check. If you change belt speed anywhere between the scan point and the sorter, you must recalculate. Do not estimate travel time from memory.

Section 3 Sorter Calculations

Sorter tab - rows 4 through 27

The sorter section is the most complex in the calculator and the most consequential in a proposal. These calculations run in sequence. Each one feeds the next. A bad input in CFPM produces a wrong Required Sorter Speed, which produces a wrong Gap Produced, which produces a wrong Pass/Fail check. Work through them in order.

FIELD INSIGHT | MICHAEL COLLINS Michael Collins

The sorter calculations exist to answer one question: can this sorter run this product mix at this rate without a gap failure? If the answer is no, you have three levers: rate, speed, or sorter model. Know which one you are pulling before you go back to the customer.

CFPM - Minimum Conveyor SpeedSorter tab - row 12
FORMULA(AvgLength x Rate CPM / 12) x Safety Factor

The minimum belt speed needed to physically move enough cartons per minute to meet the required rate. Uses average carton length and applies a 1.15 safety factor.

Riverside Worked Example

Required Rate = 20 CPM, Max carton L=20 in, Safety Factor=1.15. CFPM = (20 x 20 / 12) x 1.15 = 33.3 x 1.15 = 38.3 FPM. This is the minimum conveyor speed at the sorter induction point to achieve 20 CPM with the largest carton. The tool carries the raw 33.33 through the whole sorter chain and rounds only the display, so every number below is built from full-precision inputs, not the rounded intermediates shown here.

NoteCFPM is the minimum. The required sorter speed will be higher once SGR is applied. Never use CFPM as the sorter run speed.
SGR - Speed Gap RatioSorter tab - row 13
FORMULA(L + GapAtInduct) / L

The ratio of pitch to carton length. Tells you how much faster the sorter must run relative to the induction belt to maintain the gap that already exists.

Riverside Worked Example

Gap at induct = 33 in, Min L = 9 in. SGR = (9+33)/9 = 4.67. The gap fed to the sorter is the min carton's own Gap Produced (33 in), the binding induction gap from the section above, not the max carton's 44 in. The sorter must run 4.67x the induction belt speed for the min carton, which is why the min carton gap is the binding constraint, not the max carton. The tool carries every input at full precision and rounds only the final display.

NoteCheck SGR for the MIN carton column. A small carton with a large gap produces a very high SGR and a very high required sorter speed. If that speed is unrealistic, the gap at induction needs to be reduced.
Required Sorter SpeedSorter tab - row 14
FORMULASGR x CFPM

The actual operating speed the sorter must run. Multiplies the minimum conveyor speed by the speed gap ratio. Use the MAX column as your design speed.

Riverside Worked Example

SGR (max carton) = 2.65, CFPM (max carton) = 38.3 FPM. Required Speed = SGR x CFPM = 101.6 FPM. The max carton governs here; round up to the next practical belt speed for the sorter run speed. Multiplying the rounded 2.65 and 38.3 by hand gives 101.5, but the tool chains the raw values at full precision and returns 101.6, rounding only at the end.

NoteUse the MAX carton column for sorter run speed. The MAX carton produces the highest CFPM. The MIN carton produces the highest SGR. The combination that produces the highest Required Speed governs - check all three columns.
Gap Produced at Sorter SpeedSorter tab - row 15
FORMULA(SorterSpeed x 12 / Rate) - L

The actual gap between cartons at the confirmed sorter operating speed. This is the gap available for the sorter to physically divert each carton.

Riverside Worked Example

SorterSpeed=101.6 FPM, Rate=20 CPM, MaxL=20 in. Gap = (101.6 x 12 / 20) - 20 = 41.0 in. This 41 inch gap must be compared against both the model minimum gap and the geometric gap requirement. The tool carries the sorter speed at full precision rather than the rounded 101.6, so the chained result is 41.0 in.

Sorter Model Minimum GapSorter tab - row 16
FORMULAWidth-based per Hytrol spec card

The minimum physical gap the selected sorter model requires to complete a divert without the trailing carton entering the divert zone before the leading carton has cleared it. Driven by max carton width.

Riverside Worked Example

ProSort 121, MaxW=15 in. Model Min Gap = 9 in (per Hytrol spec: width 8-15 in requires 9 in minimum). The gap produced at sorter speed must equal or exceed this number.

PassGap produced at sorter speed is equal to or greater than the model minimum gap. The sorter can complete the divert before the next carton arrives.
If It FailsGap produced is less than model minimum. Options: increase sorter speed, reduce required rate, select a model with a lower gap requirement, or increase gap at induction by adjusting upstream belt speeds.
Gap Required by GeometrySorter tab - row 17
FORMULA(MaxWidth x SIN(divert angle)) + 2

The minimum gap the carton geometry requires for the widest carton to clear the divert without hitting the next carton. Two inches of safety margin is added.

Riverside Worked Example

MaxW=15 in, divert angle=30 degrees. Gap = (15 x SIN(30)) + 2 = (15 x 0.5) + 2 = 7.5 + 2 = 9.5 in. The gap produced must also meet or exceed this number.

PassGap produced meets the geometric requirement. No carton-to-carton interference at the divert point.
If It FailsGeometric gap requirement not met. The widest carton will collide with the next carton during divert. Increase gap, reduce divert angle, or limit max carton width entering the sorter.
Takeaway Spur SpeedSorter tab - row 18
FORMULASorterSpeed / COS(divert angle)

The required belt speed of the takeaway spur conveyor. Because the carton exits the sorter at an angle, the spur must run faster than the sorter to maintain the carton's velocity component in the direction of travel.

Riverside Worked Example

SorterSpeed=101.6 FPM, divert angle=30 degrees. Spur Speed = 101.6 / COS(30) = 101.6 / 0.866 = 117.3 FPM. Round up to the next practical belt speed. This is the takeaway spur specification, not the sorter speed. The tool runs the spur off the required sorter speed at full precision, so it returns 117.3 FPM.

NoteA common mistake is specifying the takeaway spur at sorter speed. That is always wrong. The spur must run faster. At 30 degrees the spur runs approximately 15% faster than the sorter. At 22 degrees it runs approximately 8% faster.

Section 4 90 Degree Transfer Calculations

Transfer tab - rows 4 through 19

The 90 degree transfer calculations are covered in Lesson 25, The Gap Check and Capacity Proof. A transfer lifts a carton off the trunk line, moves it laterally to an adjacent conveyor, and lowers it. During this cycle the trunk line is still running. The calculation confirms whether the gap on the trunk line is large enough to complete the full cycle before the next carton arrives.

FIELD INSIGHT | MICHAEL COLLINS Michael Collins

Every 90 degree transfer in a system is a potential collision point. The calculation tells you the minimum gap required. If the gap on the trunk line does not meet that minimum, you have a carton collision on every transfer cycle. I have seen this missed in proposals more than once. Run this calculation for every transfer in the system.

Lateral Travel DistanceTransfer tab - row 14
FORMULABF + ((OAW - BF) / 2)

The distance the transfer mechanism must move the carton sideways. Assumes worst-case carton position on the side opposite the divert direction.

Riverside Worked Example

BF=21 in, OAW=24 in. Lateral Distance = 21 + ((24-21)/2) = 21 + 1.5 = 22.5 in. The transfer must move the carton 22.5 inches before the cycle is complete.

Transfer Cycle TimeTransfer tab - row 15
FORMULALiftTime + (LateralDist / 12) / (TransferSpeed / 60) + LowerTime

Total time the transfer mechanism is busy from the moment it lifts until it is back in the ready position. The trunk line cannot safely deliver the next carton during this window.

Riverside Worked Example

LiftTime=0.5 sec, LateralDist=22.5 in, TransferSpeed=30 FPM, LowerTime=0.5 sec. Cycle = 0.5 + (22.5/12)/(30/60) + 0.5 = 0.5 + 1.875/0.5 + 0.5 = 0.5 + 3.75 + 0.5 = 4.75 sec. The trunk line must have enough gap to keep the next carton away for 4.75 seconds.

Minimum Gap Required on Trunk LineTransfer tab - row 16
FORMULA(CycleTime x TrunkSpeed / 5) + 4

The minimum gap needed between cartons on the trunk line for the transfer to complete a full cycle before the next carton arrives. Four inches of safety margin is added.

Riverside Worked Example

CycleTime=4.75 sec, TrunkSpeed=120 FPM. MinGap = (4.75 x 120 / 5) + 4 = 114 + 4 = 118 in. The gap between cartons on the trunk line must be at least 118 inches for this transfer to operate without collision.

PassGap available on trunk line is equal to or greater than minimum gap required. The transfer can complete each cycle before the next carton arrives.
If It FailsGap available is less than minimum required. A carton collision will occur on every transfer cycle. Reduce trunk line speed, increase carton gap upstream, or specify a faster transfer mechanism to reduce cycle time.
NoteThe 4 inch safety margin in this formula is a minimum. On critical transfer points Michael Collins recommends 8 to 10 inches of additional margin to account for variation in product presentation and belt slippage.

Section 5 Sequence and Dependency Reference

Use this as a checklist when working through the calculator

Every calculation in the spec calc has dependencies. Running them out of sequence produces wrong answers that pass their checks but are wrong for the wrong reasons. Use this sequence every time.

StepCalculationFeeds Into
1Carton specs entered (L, W, H, WT)All downstream calculations. This is the foundation.
2Global conveyor inputs set (SpeedIn, SpeedOut, Gap, IR, BF, OAW)Gap Produced, Curve BF, Theoretical Rate
3Weight per Foot calculatedRoller capacity and incline belt checks (outside the calc)
4Minimum Curve BF calculatedCurve conveyor specification in the proposal
5Tumble Angle calculatedMaximum allowable incline angle. Sets a hard limit on layout.
6Gap Produced calculatedTheoretical Rate, Pitch, Sorter induction gap input, Transfer gap check
7Theoretical Rate confirmedConfirms the system can achieve required CPM at set speed. If not, SpeedIn must increase.
8Sorter: Required Rate enteredCFPM - must be confirmed with customer in writing before this step
9Sorter: CFPM calculatedRequired Sorter Speed via SGR
10Sorter: SGR calculatedRequired Sorter Speed
11Sorter: Required Sorter Speed confirmedGap Produced at sorter, Takeaway Spur Speed
12Sorter: Gap checks run (model min + geometry)Go / No-go on sorter selection at this rate and product mix
13Sorter: Takeaway Spur Speed calculatedTakeaway spur conveyor specification in the proposal
14Transfer: Lateral Distance calculatedTransfer Cycle Time
15Transfer: Cycle Time calculatedMinimum Gap Required on Trunk Line
16Transfer: Gap check runGo / No-go on trunk line speed and gap at this transfer point
FIELD INSIGHT | MICHAEL COLLINS Michael Collins

The most common mistake I see is running the sorter tab before confirming the required rate with the customer. CFPM is driven entirely by rate. If the rate changes after the calc is done, every sorter number is wrong. Get the rate in writing. Then run the calc.

Material Handling Academy. Calculation Logic Guide. Michael Collins. Companion to Product Spec Calc r4.0.