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Setting Smart Mapping Defaults for Failure Mode Copying

The copy function for failure modes includes smart asset mapping, which uses information about the source assets to identify matching assets in the target asset structure. Using the Copy Failure Modes wizard, you can select source and target asset structures, the failure modes to copy, and the criteria for identifying target assets. You can then confirm or change the matches that the system suggests. When you click Process, the wizard performs the copy and reports the results.
You can define smart mapping settings at the site level to provide default values in the Copy Failure Mode wizard. When a copy request is initiated, the site-level settings are copied to the wizard. For example, if you select the Use results of previous copy option for assets, the Options dialog in the wizard shows the option selected by default:
When using the Copy Failure Mode wizard, you can keep the site’s mapping criteria or modify them for a particular copy. For example, if the asset manufacturer and model have not been used consistently across your assets, you would not include them in the site-level matching criteria. But if manufacturer and model are used on two asset structures, you might add them to the matching criteria when copying failure modes between these two structures. You can also save the mappings developed in a failure mode copy request to the site level, replacing the defaults in subsequent copies.
You can define smart mapping settings for assets, employees, trades and other resources, maintenance groups, and failure modes.
The following sections explain the general procedure for changing the settings. These settings are then explained in detail:
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To Set Smart Mapping Defaults
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Use Results of Previous Copy
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Only Map Assets at the Same Level of the Hierarchy
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Properties Used in Smart Mapping
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Trigram Matching

To Set Smart Mapping Defaults

1.
From the Site window, select the Strategy Development view, Settings tab and then the Strategy Development tab. Select the Strategy development settings node in the tree.
Tip: You can also select the Administration menu, Strategy Development Settings, and then Strategy Development. The Strategy Development Management Settings dialog appears.
2.
Select the Smart Mapping tab.
3.
Click Edit to modify the site settings. The Edit button is replaced by the Save button.
4.
Select mapping defaults on the Assets, Employees, Trades and Resources, Maintenance Groups, and Failure Modes tabs. The following sections explain the options.
5.
Select the Options tab and follow the instructions in Setting Smart Mapping Options for Failure Mode Copying.
6.
When you are finished, click Save.

Use Results of Previous Copy

When a failure mode copy is performed, the asset mappings are saved by the system. When Use results of previous copy is selected, the next time a copy is performed for the same asset structures, the system retrieves the saved asset combinations and reuses them. If more than one match is found, the most recent of the previous mappings is used.
The following example shows similar source and target asset structures for haul trucks #1 and #2. The dotted lines show the mappings.
The following mappings are saved:
Source
Target
HT100
HT101
HT100-1
HT101-1
HT100-1-A
HT101-1-A
HT100-1-B
HT101-1-B
HT100-2
HT101-2
HT100-2-A
HT101-2-A
HT100-2-B
HT101-2-B
Any assets in the structures that were not included in the previous copy are mapped using the remaining criteria. If the option is not selected, previous mappings are disregarded and the suggested mappings are based on the other settings only.

Partial Structure Copies

It is not necessary for the previous copy to have been performed at the same level of the asset structures. The system also looks for previous copies at lower or higher levels in the two structures. Using the example of haul trucks #1 and #2, a new analysis could be performed at a lower level in haul truck #1’s structure, say for the HT100-2 sub-assembly. When the failure modes are copied to haul truck #2, the system suggests the mappings from the earlier copy, although the original analysis and copy were performed at a higher level of the structure.
When looking for a mapping from a previous copy, the system actually looks for a match at the asset level, checking if the source asset was previously copied to any asset in the target asset’s structure. If the source asset is a descendant of the primary source asset, descendants of the primary target asset are considered. If the source asset is an ancestor of the primary source asset, the primary target asset’s ancestors are considered.

Only Map Assets at the Same Level of the Hierarchy

When this option is selected on the Asset tab, APM limits the suggested mappings to assets that are at the same relative level in their hierarchy structure as the source asset. The mapping starts with the starting asset in the source asset structure and the starting asset in the target asset structure. The first-level assets are mapped, then the second-level descendants, and so on. The mappings can also involve ancestors of the starting assets. As with descendants, first-level source ancestors are mapped to first-level target ancestors, and so on up the hierarchy.
Like all of the mapping criteria, it is wise to combine “level in the hierarchy” with one or more other criteria to get reasonable results. If used on its own, this criterion can result in questionable suggestions that require manual adjustments.
If this setting is not selected, the asset hierarchy is not considered in the mappings. Assets from different levels and sections of the hierarchies can be mapped.

Properties Used in Smart Mapping

You can select from several class attributes and references-one relationships to use as criteria for smart mapping. For example, if you select the Title attribute for the Asset class, exact matches between the source asset’s Title and the Titles of assets in the target hierarchy structure will be suggested as matches. As another example, assets could be matched based on the source asset’s hierarchy code (asset attribute), asset type (reference-one relationship), and function group (reference-one relationship)
In the case of references-one relationships, the target asset must reference the same instance as the source asset. For example, if Asset type is being used, the source and target asset must reference the same asset type.
You can specify properties for assets, employees, trades and other resources, maintenance groups, and failure modes. Some objects have attributes selected in the wizard by the system and you cannot remove them. For example, asset Classification is always a criterion in asset mapping to prevent problems with components and locations. Similarly, Unit of Measure and Resource type are default attributes for resources. Trades must be mapped to trades, services to services, and so on. Resources can only be mapped to resources with the same unit of measure.
For background information about class attributes and relationships, see Object Model Overview.

To Add Properties to Use in Smart Mapping

1.
In the Assets, Employees, Trades and Resources, Maintenance Groups, or Failure Modes tab, click Browse. The Browse Properties dialog appears. Here is an example for the Asset class.
The list on each tab contains properties for the class that are best suited for smart mapping.
2.
To view all of the attributes that are available for use in smart mapping, select Show all.
3.
Select the properties you wish to use.
4.
Select the Relationships tab and make any selections you require.
5.
When you are finished, click OK. The Smart Mapping tab now displays the attributes and relationships you selected.
Tip: To remove a property, right-click it in the table and click Delete. Click Yes in the confirmation message that appears.
Note: If the Copy Failure Mode wizard will be used to update existing action plans on current practice reviews, the attributes used for failure mode mapping cannot include Failure Mode or other attributes from Failure Mode.

Trigram Matching

Select Use Trigram matching if the string attributes that you selected for smart mapping might not match the target values exactly. Trigram searching is useful for identifying the closest match when the exact syntax or spelling of the target object is not precisely known.

To Use Trigram Matching

1.
Click Use Trigram matching if an exact match does not exist.
2.
Select one of the string attributes that you selected for smart mapping (listed in the table). For example, if you select the Title attribute, the Trigram process searches the candidates for the object whose Title most closely matches the source object’s Title.
3.
Enter a value in the Threshold box if you want to specify a cut-off point for Trigram matching. For example, if the threshold is 0.5, any object that returns a score lower than 0.5 will not be presented as a match.

Reviewing the Results of Trigram Matching

You can see the results of Trigram matching when you are reviewing suggested mappings in the Copy Failure Modes wizard. The Asset mappings table includes the following columns. You can also double-click a mapping to view its properties.
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Suggested Origin displays the method used for matching. The possible values are:
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Previous match
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Suggested
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Default
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Manual
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Other
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Suggested Match Quality indicates if exact or partial (Trigram) matching was used. Possible values are:
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No match suggested
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Complete match
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Partial match
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Closeness is the score obtained in the Trigram matching process. A closeness value of 1.0 is an exact match.
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Single Or Multiple Candidates indicates whether multiple candidates were found. Possible values are:
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No matches found
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Not applicable
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Single candidate
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Multiple candidates
The following example shows that Trigram matching was used (the suggested match quality is “Partial match”), one partial match was found (single candidate), and a score of 0.545 was obtained. An exact match has a closeness score of 1.0.