condition monitoring roles in asset reliability and regulatory compliance

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Condition Monitoring Roles in Condition Monitoring Roles in Asset Reliability and Asset Reliability and Regulatory Compliance Regulatory Compliance Dave Haerle, Los Angeles Department of Water and Power Scott Kunze, DataSplice Mike Johnson, DataSplice

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Condition Monitoring Roles in Asset Reliability and Regulatory Compliance. Dave Haerle, Los Angeles Department of Water and Power Scott Kunze, DataSplice Mike Johnson, DataSplice. Asset Management Definition. - PowerPoint PPT Presentation

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Page 1: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Condition Monitoring Roles in Condition Monitoring Roles in Asset Reliability and Regulatory Asset Reliability and Regulatory

ComplianceCompliance

Dave Haerle, Los Angeles Department of Water and PowerScott Kunze, DataSpliceMike Johnson, DataSplice

Page 2: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Asset Management Definition

Before we can understand Condition Monitoring role in Asset Management, we must first have a common understanding of what Asset Management is. Asset Management – The application of resources to

assets to produce a product with the desired qualities now and in the future.

Many organizations are currently striving to improve their Asset Management.

Most organizations are trying to figure out how to satisfy an ever increasing regulatory burden.

Graphically the definition looks like…

Page 3: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Asset Management Definition

Assets:EquipmentVehicles BuildingsReal EstateToolsEtc.To produce

ProductsWater

Power

With the

Asset Lifecycle

SelectRetire

Operate&

MaintainBuild

Design

Analyze

Resources:Money Employee HoursApplied to

Qualities•Safely•Reliably•Cost Effectively•Environmentally Responsibly•Regulatory Compliance

Condition Based Maintenance Programs are performed to accomplish the first four bullets

Regulatory Compliance documentation satisfies the last bullet

Condition Monitoring is required to accomplish Condition Based Maintenance and Regulatory Compliance Documentation

Page 4: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

A More Demanding Environment Example of a New Regulation

FEDERAL ENERGY REGULATORY COMMISSION (FERC)

The Strategic Plan – FY 2009 - 2014

OBJECTIVE 2.3 RELIABILITY

Maintain the reliability of the electric transmission grid.

STRATEGY | Process Reliability Standards in a timely manner

STRATEGY | Monitor, audit and enforce Reliability Standards

NEW COMPLIANCE TARGETS - 2010-75%; 2012-75%; 2014-80%

Page 5: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Reliability & Compliance Challenges (Example)

PRC-STD-005-1 mandates transmission facilities have a Transmission Maintenance Inspection Plan (TMIP) in place. Identification of Facilities Scheduled Intervals of Maintenance Descriptions of Maintenance, Testing & Inspection Checklists, Forms & Reports Condition Assessment Criteria & Status Station Maintenance Details

Accurate Maintenance Record Keeping Retention of ALL Maintenance Records for Five (5) Years Records Available for Inspection & Audit TMIP Plans & Records Subject to Regional Reviews by NERC

Page 6: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Team Focus

Inspect and Test; In order to be compliant with regulations companies must routinely inspect, test, monitor and maintain various parts of the their systems. They must be able to present proof to auditors that they do so.

In order to accomplish this they must: Understand the Regulations

Develop Policies and Basis

Develop Maintenance Programs & Details

Execute Maintenance Inspection\Test Program

Page 7: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

FragmentedCondition Monitoring Data

ASSET

Remote Monitoring Center

Shops

Operations

Testers

Maintenance

Data is currently collected by many different means including:

• Installed instrumentation•People performing inspections•People performing tests with instrumentsThese people work for many different groups.

The data is stored in many different forms, formats and locations.

Page 8: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Reliability & Compliance Model

Page 9: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Project Hypothesis

Currently no one vendor can provide all the functionality required to satisfy their customers needs related to condition monitoring data in order to: Satisfy the ever growing regulatory burden that their

customers face. Drive the condition based maintenance programs that

their customers need to implement.

The right group of companies working collaboratively can.

This approach serves both the customers and the vendors.

Page 10: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Condition Monitoring Alliance

DataSplice is facilitating the development of a “reference architecture” to enable the capabilities required for Condition Monitoring to satisfy Regulatory Compliance and Condition Based Maintenance needs. Condition Monitoring and Data Analysis Layer –

Normalized Between Alliance Members Equipment Testing (PowerDB) Onsite Monitoring of Installed Instrumentation

(OSIsoft) Field Inspection (DataSplice) Others TBD

These products will be engineered to work together now and through future updates.

Page 11: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

PowerDB

PowerDB is used to consolidate and standardize large volumes of data acquired through the use of test instruments.

It can: Be configured by trained Non-IT people Store and trend large amounts of test data Interface with test instruments from various

manufacturers Store many test procedures Advise technicians when set points are exceeded Interface with Maximo

An illustration of its function is…

Page 12: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

PowerDB Diagram

Maximo PowerDB(Server)

PowerDB(Local)

Equipment Test Instrument

Maximo: Downloads equipment and work order data to the PowerDBServer.

PowerDB server: Downloadsprevious test data to local machine.

PowerDB on the local machine: Provides instructions to technicianand interfaces with the test device and the equipment to collect test data.

This data can be compared with previous results and set points.

Upon return to office, the technicianuploads the test results to the PowerDB server.

Page 13: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

OSIsoft

OSIsoft is used to pull large volumes of data acquired through the monitoring of installed instrumentation.

It can: Provides Time-Series Data Collection Off-the-Shelf Integration to Most Systems Converts Real-time Information into Actionable

Information Provides Event Notification Interface with Maximo

Page 14: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

DataSplice Handheld\Laptop Data Collection

DataSplice is used to collect field readings from equipment measurement points that require a physical inspection.

It can: Inspection plans can be generated by Non-IT people Field personnel are procedurally guided through rounds

and the inspection point criteria that are determined by the state of the equipment.

Advise technicians when inspection points are exceeded and allow for a work order creation

Supervisors can easily oversee alarm conditions and take appropriate action, create a work order.

Interface with Maximo and other condition monitoring systems.

Page 15: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

DataSplice Diagram

Maximo DataSplice(Local)

Equipment Inspection

Maximo: Downloads equipment and work order data to the DataSplice handheld\laptop.

DataSplice on the handheld\laptop: Provides instructions to technicianon the inspection steps and procedurally guides them through the inspection process.

This data can be compared with previous inspection readings.

Upon return to office, the technicianuploads the inspection results to Maximo or the appropriate condition monitoring database.

Page 16: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Reliability & Compliance Model

Page 17: Condition Monitoring Roles in Asset Reliability and Regulatory Compliance

Questions

On behalf of the Alliance Team we would like to once again Thank You for taking time out of your busy schedule to review our new platform with us.

Dave Haerle, LADWP, [email protected]

Scott Kunze, DataSplice, [email protected]

Mike Johnson, DataSplice, [email protected]