Concepts

Tasks

Settings

Setting up Fluid Types

Fluid type is an APM value list that can be used to identify either:

•	The product that the asset carries, for example, crude oil in a pipeline

•	The fluid that the asset uses as a coolant or insulator, for example, mineral oil in a transformer. In this case, you can record fluid samples and track fluid condition. Fluid type is identified in the indicator reading when the sample is taken

In fluid types that support sampling, you can specify the time requirements for completing testing on samples in bottles, syringes, or both. You can also specify that rush requests are supported for bottles and/or syringes. For example, when a syringe is used to collect transformer oil for dissolved gas analysis, rush settings reflect shorter sample life, compared to a sample collected in a bottle that undergoes different tests. When an inspector records a sample in an indicator reading and specifies that rush settings are in effect, base time requirements are overridden by rush durations.

Note: Support for fluid sample tracking is generally available in the product. However, you must first enable features 53 and 54 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Fluid condition tracking and results” and “Fluid sample support” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

This topic explains how to add fluid types from Fluid Condition settings. They can also be defined in Asset settings in the Specifications tabs. For more information, see Adding Values for Asset Subtypes and Specifications.

To Create a Fluid Type

1.	From the Site window, select the Fluid Condition view, Settings tab. Select the Fluid Condition Settings node in the tree.

Tip: You can also click the Administration menu and Fluid Condition Settings. The Fluid Condition Settings dialog appears.

2.	Click the Fluid Types tab. This tab displays the fluid types that have been defined for the enterprise. For example:

Tip: To edit existing fluid types, click Edit. Select a row in the table and click F2 to edit its fields. Press Tab to move to the next field and Enter to move to the next row. When you are finished, click Save to update the database.

You can mark a fluid type as inactive until it is ready to be used. Select the type in the table and click Mark as Inactive. The Mark as Inactive/Active dialog appears, where you can enter a comment. When you click OK, a confirmation message appears. Click OK. When you are ready, click Mark as Active to make the type available for use.

3.	Click New. The Fluid Type window appears:

4.	Provide a descriptive name for the type.

5.	Optionally, enter a title for the type.

6.	Provide an abbreviation for the type.

7.	Specify whether the fluid is a product, supports fluid sample collection and condition tracking, or both.

8.	To change the icon that represents the type, click Change Icon, select a different graphic, and click OK.

9.	If the type identifies a product, the Product Specs tab is available:

Fill in the information, as appropriate.

10.	If the type supports fluid samples, the Fluid Samples tab is available:

11.	For bottles, syringes, or both, specify how soon test results are required. These base values can be changed on fluid samples when rush requests are supported.

12.	To add rush request settings, click Supports rush requests settings. Click New at the bottom of the Rush request settings table. The Fluid Type Rush Request Settings dialog appears:

13.	In the Rush request list, select a value, for example “Yes”.

14.	For bottles, syringes, or both, specify how soon test results are required.

15.	You can provide more information in the Description tab.

16.	Click OK to close the dialog. The settings are added to the Fluid Samples tab.

17.	In the Fluid Type window, select the Tests tab.

18.	To allow the inspector recording a fluid sample to select tests, click either All test apply or Only the selected tests apply (and select the tests that apply).

19.	Select the Contaminants tab to identify the contaminants that can appear in a fluid of this type.

20.	Click New to add a contaminant. The Fluid Contaminant Setting dialog appears:

21.	Optionally, select the asset type associated with the fluid.

22.	Select a value in the Contaminant list.

23.	For each of First level, Second level, and Third level, enter a value and select the unit of measure. These settings identify the trigger points used in calculated indicators for fluid condition tracking.

24.	Set a rate-of-change percentage for use in calculations.

25.	Enter values in calculation factors, as needed.

26.	Select the Description tab to add more information.

27.	Click OK to close the Fluid Contaminant Setting dialog. The contaminant is added to the Fluid Type window.

28.	Select the Description tab to add information about the fluid type.

Tip: The History tab displays information about the type’s creation and last update.

29.	Click OK to save the fluid type and close the window.