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Application know-how sits with a few engineers: HR for machine vision companies

Vision application know-how often rests with one or two engineers. How machine vision companies can capture it on a sheet, pair engineers, hire for the mix and protect trials.

Ganesh HS · · 7 min read

People working in a leafy Indian business neighbourhood with a bakery, studio and workshop

In brief

  • Application know-how is the lighting angle, lens, exposure and threshold choices that make an inspection work on one customer's product, and it seldom reaches paper.
  • A standard application sheet per job, filled by the engineer who ran the study and checked by a second, keeps that detail when the first engineer is away or gone.
  • Hire for aptitude in one of optics, software or plant sense and train the rest, testing candidates on a real inspection problem with sample parts.
  • Line trials at night and at weekends land on the same few names. Booking windows early and sharing them protects the engineers who hold the know-how.

A pharma packer's blister inspection starts rejecting good strips after the customer changes its foil supplier. The application engineer who set up the system is on leave. His colleague drives to the plant and spends two days rediscovering what the first engineer knew. The new foil glares under a ring light, so the original set-up used a low-angle bar light, a polariser and a shorter exposure. None of that was recorded except on a sticky note inside the camera enclosure, long since lost.

That is the core people risk in a machine vision company. The machine vision companies page puts it first: application know-how sits with a few engineers.

Where application know-how hides

  • Lighting. Backlight, dome, ring, coaxial or low-angle bar, and the exact angle and distance that killed the glare.
  • Optics. Lens focal length, working distance, aperture and the depth of field needed for part height variation.
  • Camera settings. Exposure, gain, trigger source and encoder timing at line speed.
  • Inspection tools. Regions of interest, edge tools, pattern models and the thresholds that separate a real flaw from a cosmetic mark.
  • Product variation. Which batches, colours or suppliers broke the first set-up, and how it was retuned.
  • Line quirks. Vibration, sunlight from a roof sheet, a conveyor that slips at start-up.

Why nobody writes it down

Application work is trial and error under pressure. The engineer tries a light, moves it, tries another, adjusts the exposure, gets the rejects right near dawn and goes home. Writing down the path that led there feels like extra work. Next time, the same engineer simply remembers. The firm only discovers the knowledge was personal when that engineer is unavailable.

An application sheet for every job

Machine vision application sheet
Customer, line, product family and the variants covered.
Inspection task: presence, dimension, print, surface flaw or code reading, with pass and fail samples.
Golden and reject sample sets: storage location and keeper.
Camera, lens, filter and light, with mounting distances and angles, plus a photo of the set-up.
Exposure, gain, trigger and encoder settings at the agreed line speed.
Tool settings and thresholds, noting why each departs from default.
What failed during the study, and why it was dropped.
Retuning history: date, cause, change made and by whom.
Filled by the study engineer and countersigned by a colleague within a week of commissioning.

The record-keeping notes for vision firms describe the sheet as a standard record, held by the application engineer and reviewed by another.

Two engineers on every study

  1. 1

    Name the second at the application study

    The second engineer joins the first site visit, handles the sample parts and watches the lighting trials.

  2. 2

    Split the work

    One sets up optics and lighting, the other writes the inspection program. Then each explains their half to the other.

  3. 3

    Send the second to the first retune

    The first retuning call goes to the junior partner, with the original engineer on the phone.

  4. 4

    Sign the sheet together

    Both engineers sign the application sheet. Gaps found during that first retune go straight onto it.

Hiring for the mix

Candidates who understand optics, software and plant conditions all at once are rare, and waiting for one can stall projects for months. Hire for real aptitude in one area and train the others. Test candidates on a real problem. Give them a few good and bad parts, a camera and two lights, and ask how they would separate them. Watch whether they think about the light before the algorithm. The recruitment notes for vision companies set out a hiring process for these mixed-skill roles.

Trials at night, by the same few

Customers rarely stop a running line for a vision trial during the day. Trials happen on night shifts, at weekends or in short planned stops, and the engineers who know the application are the ones who go. Over a quarter, that adds up. Book trial windows with the customer when the order is placed, share them across a rota and give rest after night work. The rota and rest guidance for vision firms covers support calls as well.

Helping the customer's operators trust the system

Know-how matters on the customer side too. Line operators who see false rejects without understanding why will switch the inspection off, and the supplier gets the blame. A short session on what the camera checks, why it rejects and how to handle a doubtful reject keeps the system running. Engineers explain better with practice. Communication training for vision engineers helps them describe lighting and thresholds in plain words.

Where to start

Start by listing your active applications, marking the engineer who knows each well enough to retune it alone. Any application with one name needs an application sheet this month and a second engineer at its next retune. For your next new job, name the second engineer at the study stage. The industry hub places this alongside the sector's other recurring patterns.

Questions we are asked

Good parts covering the normal spread of colour, size and finish, plus labelled rejects for each defect the system must catch. Store sets at the plant and at your office, with the sheet noting where. Without them, every retune starts with an argument over which parts should fail.

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