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Creating a Degradation Indicator
Degradation indicators can be created from the Asset window’s Degradation Info tab, as well as from strategy development analyses (MTA2, RCM2, RBI, CPR). They can also be created from scratch and designated as degradation indicators.On an asset, you can select a representative degradation indicator to make it easier to show the current degradation values. For more information, see Adding Degradation Information to an Asset.Using the indicator’s collection policies, you can specify how its reading due dates are calculated. You can also set up the indicator’s collection window to define early and late collection periods. You can track collection compliance using table configurations, sidebar dashboards, and KPIs. For information about viewing an indicator’s collection status, see Viewing Indicator Collection Compliance.Note: Once degradation information is saved with an indicator, you can no longer edit it by checking out the indicator. Instead, the Change button is available on the Degradation tab. After you change values, the asset’s indicators are updated and their readings’ degradation rates are recalculated. For more information, see Changing an Indicator’s Degradation Rate.Minimum Value Calculations
If the Minimum Value Calculator is supported by the asset type, you can have APM calculate the asset’s minimum degradation value using the formula appropriate to the asset type and design code (for example, API or BSI). Using the Minimum Value Calculations dialog, you can enter the asset’s dimensions and specifications and then click Calculate to arrive at a minimum value. You can try other formulas and inputs and then select the appropriate result to assign to the asset’s degradation information.Tip: The formulas that are used to create calculations are provided by industry standards organizations, such as API (American Petroleum Industry), BS (British Standards), and ASME (American Society of Mechanical Engineers). For example, APM provides two versions of the liquid load case calculation for atmospheric storage tanks (API and BS design codes). For information about setting up calculations for your organization, see Creating a Degradation Minimum Value Calculation.Structural Minimum Thickness for Pipe
The Structural Minimum tab appears in the Asset window, Properties view, Degradation Info tab. After calculating the minimum value, select the Structural Minimum tab to see whether the structural minimum value was applied. For example:Lining Degradation
The life adjustment factor can be set manually, or it can be determined using strategy development analysis. See To Evaluate Confidence Factors in “Performing Risk Analysis for RBI Failure Modes”.To Create the Indicator
1. Open the asset that tracks degradation information. In the Properties view, select the Degradation Info tab and the Degradation Indicators tab.
2. Click New. The Create New Indicator dialog appears.
3. Click OK to create a single indicator from scratch. The Indicator window opens.
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• Select an indicator type that supports degradation tracking from the Indicator type list. The Type of value box says “numeric.”
6. Make a selection from the Collection method list.
• If indicator readings are to be entered by hand, select Manually entered.
• If they are to be entered automatically by online collection devices, select Collected from an on-line source. The Online Data Source tab is added. See Configuring Indicators for ODC.
• If they are to be calculated, select Calculated using a formula. The Calculation tab is added. See Creating a Calculated Cumulative Indicator.
7. On the Collection tab, you can enter values that determine how often readings are expected and the next collection date. You can also enter information to make it easier to select this indicator when adding indicators to a work order task or standard task, when copying indicators to another asset, when setting up dynamic inspection routes, or when implementing reliability programs.
Note: If you are creating the indicator from an RBI analysis, the inspection factor is determined by the risk and confidence evaluations. The Inspection factor and RBI boxes are updated when the failure mode is marked Facilitation or Implementation Complete.
8. If the indicator type allows measurement points, select the Measurement tab and the Measurement Points tab. For information about using this tab, see Adding Measurement Points to an Indicator.
9. Select the Measurement tab and the Limits tab to set limits on the values that users can enter in readings. For example, if you enter a minimum value of 0.000 Celsius, a user who enters a negative number when recording a reading will receive the message, “The value entered cannot be less than 0.000 Celsius.”
• Select Enforce minimum value when entering readings and Enforce maximum value when entering readings, as appropriate.
• When minimum and maximum values are enforced, the Reading limits apply to measurement points option is selected by default. You can clear this option to exclude measurement point readings in the limits set on the indicator. In this case, limits apply to the total value of the reading, rather than to individual point readings. This is useful, for example, when the sum of measurement point readings must equal a specific value or range.
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13. Select the Collection Requirements tab.
15. If the indicator type supports subtypes or surveys, you can select the Survey and Subtypes tab to review information. For example:
16. If the indicator type allows these settings to be overridden on individual indicators, you can clear Use indicator type survey and subtype settings. The default indicator and survey type settings appear on the right as a reference, and you can edit each option as needed. For example:
17. Select the Collection Policies tab.
• All readings – The indicator’s next reading due date is recalculated whenever a reading is processed
• Non-alarm readings only – The indicator’s next reading due date is recalculated only when a normal (non-alarm) reading is processed. Select this option if an alarm situation must be resolved and confirmed by a normal reading before regular collection resumesTip: On an alarm acknowledgment, you can request a follow-up reading and the time period for collecting it (for example, 10 days). For more information, see Acknowledging Indicator Alarms and Warnings.
21. Select the Collection Window tab to enable reading compliance tracking. Select Collection window supported to set up reading tolerances.
• Collection window is based on a percentage of the indicator’s frequency – Enter percentages in the Early collection and Late collection boxes.Note: This option is not available if a frequency has not been selected on the General tab, Collection tab.
• Collection window is based on a calendar period – Select the period: Day, Week, Month, or Year. The collection periods have the following characteristics:Day – The early collection date is 00:00:01 on the due date, and the late collection date is 23:59:59 on the due date.Week – The early collection date is the first day of the week (at 00:00:01) in which the due date falls. The late collection date is the last day of the week (at 23:59:59) in which the due date falls.Month – The early collection date is the first day of the month (at 00:00:01) in which the due date falls. The late collection date is the last day of the month (at 23:59:59) in which the due date falls.Year – The early collection date is the first day of the year (at 00:00:01) in which the due date falls. The late collection date is the last day of the year (at (23:59:59) in which the due date falls.
24. Select the States and Alarms tab to add states to the indicator, if required. For more information, see Adding States and Alarms to an Indicator or Template.
25. Select the Candidates tab.If APM has been configured to exchange data with an external CMMS using AssetWise Enterprise Interoperability (AWEIS), the Candidates tab displays tables listing solution packages and corrective tasks associated with this indicator. For example:
26. To add a corrective job (APM), solution package (AWEIS), or task to the list, click Browse. Select the item that you want to add, and then click OK.
27. If APM interoperability has been set up to access data in SAP Plant Maintenance, the SAP Corrective Tasks tab is available. Select this tab to browse for SAP objects for reference purposes. You can add maintenance items, maintenance plans, and task lists.To Add Degradation Information
1. Select the Degradation tab. Track degradation using this indicator is selected and the asset design information is shown.
2. If the information is different for this indicator, select At this measurement location, the degradation parameters are different from the asset design.
3. The Designed degradation allowance area contains the following information:
Note: If the asset type supports minimum value calculations, you can select a calculation using the Minimum Value Calculations tab. Then click Calculate to arrive at the minimum value. For more information, see To Calculate the Minimum Degradation Value.
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5. The Expected life as designed area provides the following information:
Tip: Click Chart to view a graphical version of the information. For example:As readings are entered for the indicator, this chart shows the results. Click Close the close the window.To Calculate the Minimum Degradation Value
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2. Clickto add a calculation. If available, select a calculation from the Asset type calculation list. The calculation values are added to the dialog. For example:
3. The Calculation identification area shows the calculation and asset type, design code, and design code minimum from the asset type. You can select another asset type calculation from the list, if appropriate.Note: If the calculation result is less than the value shown in Design code minimum, the design code minimum is used instead of the calculation result.
4. The Calculation area displays the panel assigned to the calculation, which differs depending on the calculation’s design. Enter the values and units of measure to be used to calculate the minimum. Any existing values are supplied by the asset’s or its parent’s subtype or specification properties.If you are working with a pipe asset, the asset type might support a structural minimum thickness lookup table. After calculating the minimum value, select the Structural Minimum tab to see whether the structural minimum value was applied. For example:
5. Enter your comments in the Notes area.
6. Click the Calculator icon () to view the results in the Minimum value box.
Tip: To see the results in more detail, click the View Results icon. The Calculation Results dialog shows you the value calculated and data availability. Select the Results by Variable tab to view the calculation expression and the result values for each variable.
8. When you have decided on the minimum value to use, click Mark as Selected. The Selected calculation option is selected.
9. Tip: You can view, edit, and add calculations using the Minimum Value Calculations tab.To Add Lining Degradation Information
1. If the asset has lining properties, the Lining tab is available. Select it to set degradation information for the lining.
2. Click Lining is applicable and tracked by lining life and life adjustment factor. For example:
To Set Options for the Indicator
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Amount of time (for example, weeks, months, years) for which to show indicator readings. When this option is enabled, the Indicator window’s Readings view, Readings tab displays readings for this amount of time, ending with the next reading date. This setting also affects how KPI readings are displayed on dashboards.
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4. Tip: When you save the indicator, the Readings, Degradation Dashboard, and Usage views are added to the Indicator window.To Select a Representative Indicator
In the Asset window, Degradation Indicators tab, select an indicator in the Representative degradation indicator for this asset area. The representative indicator is used to show current degradation values for the asset. You can browse to select a degradation indicator from the asset’s parent or child assets.