I've been doing manufacturing / assembly / process automation in a variety of industries for too long of a time. I have never seen a "handbook" or "cookbook" approach to this task. It occurs all of the time, though. I suspect he truth is that the manufacturing world is so diverse and so dynamic that it is impractical to try to quantify the steps required in a "handbook" format. There a lot of battle-scarred veterans who I'm sure could offer advice from their respective experiences.
Off the top of my head I offer a rough outline of how I have approached the problem multiple times over the years of taking a manual process (e.g., an "assembly line") to an automated process. This method also worked for me when I needed to automate a single station of some sort.
1. Completely map & fully define the manual process steps.
2. Apply any of the modern techniques to simplify the process. Material handling improvements, robust fixturing, poka-yoke methods, etc.
3. Monitor process robustness with statistical data.
4. Apply improvements & refinements.
5. Verify 4 with statistical data.
6. Repeat 2-5 until satisfied (what defines "satisfied"? many things).
7. Evaluate the product design using Define For Assembly / Design For Automation methodologies.
8. Implement DFA improvements in the manual stage.
9. Verify process robustness with statistical data.
10. Repeat etc.
11. Analyze the manufacturing process to determine what portions to automate, and in what sequence. Automation deployment may be piece-meal step-by-step, or all-in-one. I have not had much good success with "all-in-one", but there are situations that require this.
12. Prototype each portion and prove that it works through statistical data.
13. When satisfied, document fully the automated process (so machine builders can know how you want equipment built via your written specification).
14. Develop a workable plan for deployment to replace the manual process. This may be piece-meal substitution or all-in-one deployment of a parallel process. Lots of different factors involved here, mainly dealing with business / operations issues, not technical. Your workforce skills will require upgrading.
15. After startup, slowly ramp up to full production rate over time (weeks or months typically). Verify success with statistical data.
It can be a lot of fun, technically. Business needs and office politics sometimes make it a messy, painful, brutal experience.
TygerDawg
Blue Technik LLC
Virtuoso Robotics Engineering