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Linear Asset Lifecycle Management inSAP Enterprise Asset ManagementKevin Morrow, Industry Solution Management
May, 2012
© 2011 SAP AG. All rights reserved. 2
Legal Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and/or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information on this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, and shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of this document. This limitation shall not apply in cases of intent or gross negligence.All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.
© 2011 SAP AG. All rights reserved. 3
Agenda
Asset Management with LAMTechnical Objects and Master Data in Asset Intensive IndustriesModeling Infrastructure using Linear Asset ManagementWork Order Management and Inspection/Condition RecordingReportingBAdI’s
Innovations 2011 Enhancements Modeling Object NetworksNetwork AttributesArchiving NetworksEnterprise ServicesBW Content for LAMProduct Structure Browser
GIS Integration Integration with GIS systemsGEO.e for Asset ManagementInnovations 2011 Enhancements for GIS
© 2011 SAP AG. All rights reserved. 5
Variety of technical objects in Linear Assetintensive industries
Typical technical objects in various industries: Substations, lines, transformer stations, transformers, circuits, poles, HV towers, switches, wells, pipelines, compressor/pump stations, pumps, valves, points, signals, signs, tracks, corridors, roads, manholes...
Technical objects can be classified in three groups :“point oriented” objects
transformers, stations, poles, HV towers, points, valves, lights, signals, pumps...“line oriented” objects
circuits, grids, sections, highways, streets, tracks, systems, pipes...“area oriented” objects
properties, fields, counties, right of ways, dams, forests...
Principles how to map into EAM application :Represent a physical model : “real world” objectsRepresent a logical model : connectivity, topology of a grid/network
© 2011 SAP AG. All rights reserved. 6
Asset Management : Basic Elements
Structural components of a technical system are described in terms of Functional Locations.
Functional Locations are typically used for objects building up a system according to spatial, process-technical or functional criteria.Typical examples are: compressor station, pipeline, substation, transformer field, line, line section, corridor, street…
Individual components built into the structure of a technical system are administered as Equipments.
An equipment master record is typically used for an individual, physical object that is to be maintained as an autonomous unit.Typical examples are: transformer, switch, pole, emergency phone, pump, motor, valve…
Network like relationships between components of a technical system are maintained as Object Links between these components.
An object link is typically used to model a static connectivity in a grid or to represent alternative views on the structure of the technical system. Typical examples are: connectivity in HV grid, circuits, pipeline system…
© 2011 SAP AG. All rights reserved. 7
Asset Management : Classification
Technical content is maintained using the open concept of classification and characteristics.
Flexible settings for the characteristics SI-units and standard formats are supportedInheritance of data along the object hierarchyValidation for data input ,
Search and retrieval functions for technical data/objects independent from asset hierarchies.
Objects are grouped and classified according to their technical nature and attributesSearch via catchwords, descriptions, values, ranges All type of technical objects can be classified
Administration of complex technical attributes is supported by the variant configuration.
Use of knowledge base and dependencies for characteristics and their valuationCustomer own tables for validation and defaulting of valuesExample: a certain type of transformer allows only certain values for the kVA range
© 2011 SAP AG. All rights reserved. 8
Object Links
Functional Locations Equipments
Master Data for Technical Objects
Classes and characteristics
for Functional
Locationsfor Equipments
Reference Functional Locations
Bills of Material
Assemblies Spare parts
© 2011 SAP AG. All rights reserved. 9
Data content of the technical objects
Multilingual texts
Classification
Documents /technical drawings
Addresses / partners
Equipment usageStandort A
Standort B
Measuring points 0 4 7 10 1 2 3
Permits
general data
functional location or equipment master record
structuring
location data
organizational data
partner
© 2011 SAP AG. All rights reserved. 11
Introduction
Linear Asset Management (LAM) provides functionality as part of SAP Enterprise Asset Management (EAM), which is especially designed to meet the requirements of linear asset maintenance. In asset-intensive industries such as Oil & Gas, Railways, Utilities, Mining and Public Sector, the utilization of traditional hierarchical structures of assets to represent their production or infrastructure networks is a complex and difficult process. The need to represent and model assets that extend for several kilometers (or miles) with changing characteristics and conditions requires modeling and management tools to provide the specific capabilities to support and manage these complex assets.
The first release of Linear Asset Management was shipped with SAP ERP 6.0 Enhancement Package 5 (Innovations 2010). Please refer to the relevant documentation for this release.
With SAP ERP 6.0 Enhancement Package 6 (Innovations 2011) new and enhanced functionality was shipped for LAM including:
Networks - Enhancement of networks with linear data fields and additional attributesNew Network GraphicNetwork List Reports – New reports for Functional Location Networks and Equipment NetworksObject Links - Enhancement of object links with linear data fields and additional attributesLinear Reference Pattern (LRP) – New LRP TypeCreation of Network Attributes and Dynamic Segmentation GraphicBusiness Intelligence (BI) Content
© 2011 SAP AG. All rights reserved. 12
Linear Asset Management is part of SAP Enterprise Asset Management
SAP EAM supports organizations to efficiently and sustainably manage the whole lifecycle of physical assets* in terms of performance, risks, and expenditures to achieve and maintain the stated business objectives.[according to PAS 55, the standard for good practice in asset management]
* Examples: production equipment, tools, vehicles, facilities, pipelines, roads, railways,…
MRO Procurement & Inventory
Asset Maintenance
Financial Optimization & Reliability Reporting
Inspection & Calibration
Human Resources
RFID and Mobile Devices
Asset Health Monitoring
MaterialsRequirements
PlanningProject
Management
Core Financials
Operate MaintainPlan & Design Procure & Build Commission Decommission
Asset Visibility and Performance
Planning, Building, and Commissioning Assets
Optimized Asset Operations and Maintenance
Operational Risk Management
Real Estate Lifecycle Management
E2E Processes
* e.g. plants, vehicles, roads, pipelines, power lines, machinery
© 2011 SAP AG. All rights reserved. 13
Linear Asset Management – Different Asset Types
Different Asset Types:Roads – Markers e.g. mileposts/kilometre posts, lane, direction, offsets, bridges, tunnels, signs etc.Rail – Mile or chain markers, track number, offset, switch, crossings, signals etc.Pipeline – Kilometer Point, compressor stations, valves, pig stations etc.Transmission Lines – substations, traces
The linear aspect has to be reflected in:InspectionsConditionMaintenance and Repair
Linear Assets need to managed as a continuous asset with dynamic segmentation
© 2011 SAP AG. All rights reserved. 14
Typical Attributes of a Linear Asset
A Linear Asset is a special type of asset which has an associated length dimension; this dimension is represented by means of starting and end points or by specifying the asset length.Linear Asset configuration has the complexity that components (or features) can change frequently along its length.Linear Assets are often connected with other linear assets to represent an infrastructure network or route.Linear Assets are subject to Dynamic Segmentation. Multiple sets of attributes can be associated with any portion of an existing linear feature independently of where it begins or ends.Linear Assets require a Linear Referencing Method as a mean to describe and locate a position along its length.Permanent referencing locations (Markers or Referencing Locations) plus offsets are used as reference to describe a position along the Linear Asset.Discrete or point assets can be located in any place along the Linear Asset.
© 2011 SAP AG. All rights reserved. 15
Overview of SAP Linear Asset Management - Solution Coverage
Analytics & Reporting
eSOA Services Enablement
Business Add Ins (BAdI’s)
Integration & Connectivity
Maintenance ManagerAsset Engineer Maintenance PlannerMaintenance Worker
Network Modeling
Linear Data FieldsLinear Reference PatternFunctional LocationsEquipmentAttributes / FeaturesNetworks / Object LinksNetwork Attributes
Reports
Structure ReportsList ReportsMulti Level List ReportsReport GraphicsBI ContentDynamic Segmentation
Work Management
Maintenance PlansWork OrdersOperational Account AssignmentConfirmations
Condition Monitoring and Inspection
Measurement PointsMeasurement DocumentsNotifications
© 2011 SAP AG. All rights reserved. 16
Linear Asset Management – Overall ConceptExample for HV trace with HV towers
119.2 km 125.1 km
Func. Loc. Trace T-1228
Equip. S02656
Char: ground grasland
Char: gorund forrest
Work order: 901961
Operation 0010
Operation 0020
Work order: 901989
Notification 1007423
Item 001 : onsite inspection
Item 002: vegetation mgmt
Meas. Point: capacity
Meas. Doc: 1 µF
Meas. Doc: 0.87µF
Operation 0020
Operation 0020
Func. Loc. Tower HV357
Func. Loc. Tower HV358
Func. Loc. Tower HV360
© 2011 SAP AG. All rights reserved. 17
Benefits of Linear Asset Management (1/4)
Function: Linear Reference Pattern (LRP)
The LRP gathers a sequence of reference points such as markers e.g. mileposts, technical objects or well-known locations that can be used for referencing objects and activities/events.
Benefits:Classic markers allow to represent mileposts in a very easy and simple way (no master data record needed)LRPs can be used to represent the backbone (lines, routes) of the linear networkLength can be defined independently by marker “official” location i.e. the short mile case can be managedLRP can be used as a powerful selection criteria in reports
Function: Linear Data Fields (LDF)
The LDF are a set of additional standard fields that can be activated on all the main PM objects. They allow to locate a point or a linear segment and assign different offset types.
Benefits:Technical objects can be enriched with their linear features to represent their position within a network being either discrete (point) objects or continuous. Objects can be located and related by means of their position. LAM enables leaner and more streamlined asset models i.e. reduce master dataRepair and maintenance activities can be planned, executed and recorded with their own linear references.Asset conditions, captured by quantitative/qualitative measurements and inspections can be captured by means of measuring points/measurement documents with linear references to a given point or linear segment.
© 2011 SAP AG. All rights reserved. 18
Benefits of Linear Asset Management (2/4)
Function: List Report Enhancements
All the standard List, Multi-level List reports and Structure reports have been enriched with linear features in the selection and output displays.
Benefits:
By means of the enhanced lists, it is possible to extract from the system objects and documents that are within a given segment of the networkThe mass changes function on technical object list ensure time saving and user friendliness. Also, the mass changes by “increment” allows to shift forward/backward all the selected objects of a given amount in lengthGraphical representation in the multi-level list display graphically the network, characteristics and events over a given period of time “at a glance” and with linear references
Function: Linear enablement of characteristics for technical objects:
For linear assets the valuation of characteristics has been enhanced with the Linear Data Fields.
Benefits:
Variation of technical characteristics “alongside” the objects can be easily managed.There is no need to split the technical object into two or more following the “homogeneity” criteria.
© 2011 SAP AG. All rights reserved. 19
Benefits of Linear Asset Management (3/4)
Function: Networks and Object Links
The Network and Object Links have been enhanced with the Linear Data Fields as well as additional attributes relevant for modeling networks.
Benefits:
New attributes for Networks allow networks to be grouped and to differentiate by type.New list reports enable search by network group and/or type and to filter by a given segment of the network.Graphical representation in the multi-level list display enables graphic visualization of the network and associated objects like object links, network attributes, technical objects etc.
Function: Network Attributes
Network Attributes allow you to enter additional information on object networks by recording attribute properties and values. For example, you can record properties such as the installation year or the material type for the rails and ties of a railway network.
Benefits:It is now possible to join attributes together to form one consolidated attribute.The graphical display (dynamic segmentation) shows the current configuration of the network attributes.
© 2011 SAP AG. All rights reserved. 20
Benefits of Linear Asset Management (4/4)
Function: BI Content
The BI Content for Plant Maintenance has been enhanced with Linear information
Benefits:
New query for Costs per Length and Number of Defects per Length allow easy identification of problem areas on the linear asset
Function: Enterprise Services
The enterprise (SOA) services for the main objects have been enhanced with linear data information.
Benefits:Enterprise Services allow external systems e.g. Geographical Information Systems (GIS) to communicate with the SAP ERP system
© 2011 SAP AG. All rights reserved. 21
The Linear Data Fields in Technical Asset Master Data
Both functional locations and equipment can be linear assets. The customizing of the category will indicate that functional locations and equipments are linear assets.
For these LAM categories the Linear Data Fields can be maintained in the master data in a separate tab (subject to customizing).
If point-oriented (discrete) assets are managed within LAM e.g. posts, road signs it is only necessary to maintain the start point.
For linear objects the length maintained is not checked against the difference between starting and end point. There are several cases that this data does not coincide e.g. so called “short miles”
© 2011 SAP AG. All rights reserved. 22
Linear Data FieldsField Description Values RemarksLinear Reference Pattern (LRP) Marker Schema LRP ID Only valid for Functional Location
and Equipment
Start Point Start point of Linear Asset Distance Value in UOM For point locations, the position along the Linear Asset is indicated in this field
End Point End point of Linear Asset Distance Value in UOM
Length Length of the Linear Asset Length of Linear Asset in UOM
Unit of Measure (UOM) Unit of measure of the Linear Asset Miles, Kilometers etc.
Start Marker Milepost
End Marker Milepost
Distance From Start Marker Offset from Start Marker Distance Value in UOM
Distance From End Marker Offset from End Marker Distance Value in UOM
Unit of Measure (UOM) Unit of Measure for Marker Offset Distances
Yards, Meters
Offset 1 Perpendicular Reference center lineright marginleft margin
Typically Perpendicular Offset e.g. right angles to center line
Unit of Measure (UOM) Unit of measure of the offset Yards, Meters; Degrees
Offset 2 Vertical Reference center lineground leveltunnel roof
Typically Vertical Offset
Unit of Measure (UOM) Unit of measure of the offset Yards, Meters
© 2011 SAP AG. All rights reserved. 24
Linear Data Fields Based on Technical Object (Functional Location) Category Customizing
© 2011 SAP AG. All rights reserved. 25
Linear Data Fields Based on Technical Object (Equipment) Category Customizing
© 2011 SAP AG. All rights reserved. 27
Example: HV Trace with TowersAsset Structuring and Linear Data
trace line
120.000
122.500
125.000 127.500 130.000 132.500
137.500
135.000
Trace
T-1228
Trace
T-1229
Trace
T-1230
HV Tower
H-31055
HV Tower
H-31058
HV Tower
H-31047
HV Tower
H-2857
HV Tower
H-2860
HV Tower
H-2861
Asset Structure:Trace T-1228
HV Tower H-31055
HV Tower H-31047
HV Tower H-31058
…………………….
Linear Data for Tower:Start point:128.200End Point: 128.200Length: 0.0……………………….
GPS coordinateslongitude: +56.7872363latitude: +12.8755401elevation: +100.99876
Linear Data for Trace:Start point:125.100End Point: 133.400Length: 12.300……………………….………………………..
© 2011 SAP AG. All rights reserved. 28
The Linear Data Fields in Classes and Characteristics
For linear assets the valuation of characteristics has been enhanced with the Linear Data Fields. The characteristic allows a multiple valuation so that each value can be limited in location and extension.
Examples:
Speed limit: t1 from x1 to y1t2 from x2 to y2
hardness: h3 from x3 to y3h4 from x4 to y4
© 2011 SAP AG. All rights reserved. 29
Example: Modeling a Pipeline
PI-130
PI-140 PI-142 PI-145
Functional locations and / or Equipmentswith start & end points and length information PI
-100
8
© 2011 SAP AG. All rights reserved. 30
Example: Characteristics of a Pipeline
soil condition A
soil condition B
constr. year 1992
constr. year 1999 constr. year 2001
Dynamic Segmentation: Attributes andCharacteristics can vary along an asset
© 2011 SAP AG. All rights reserved. 32
Linear Reference Pattern (LRP)
The LRP is assigned to linear asset elements to use them as reference points when events or locations have to be described.
Patterns are used to indicate the distance from the starting point to the location where the marker is placed.
LinearElement
MP1 MP2
10 Miles
MP3 MP4 MP5 MP6 MP7 MP8 MP9
XLinearElement
Mile Post
ReferencePost
ReferenceLocation
2.5 miles
MP1 MP2
1.0 1.0 0.5
RP1 RP2
©
MilePoint
10 Miles
2.5 Miles
4 KmMeterPoint
MP2+0.5 Miles
RP2+0.400 Miles
©+1.8 Miles
© 2011 SAP AG. All rights reserved. 34
Linear Referencing Pattern (LRP)
4 Types of MarkersClassic Marker e.g. MilepostFunctional Location e.g. BridgeEquipment e.g. Sign supportWell Known Location e.g. Service Station
MP1
MP4
MP5
MP6
MP7
MP8
MP9
MP3
MP2
© 2011 SAP AG. All rights reserved. 35
Linear Data – Offsets
4,75m
2,15m
4,62m
4,60 km
0,80 km
Offsets are used to define an exact location
© 2011 SAP AG. All rights reserved. 36
Relative Referencing
Field Description Values Remarks
St.Marker Marker point or Well Know Location Mile Post, Mile Point, Meter Post, Reference Point
Dist. St. M. Distance From Start Marker Numeric Value - : negative number is distance form closest “up” Marker.
+ : positive number is distance from the closest “down” Marker.
UoM Unit of Measure for Offset
End Marker Marker point or Well Known Location Mile Post, Mile Point, Meter Post, Reference location
Dist End Marker Distance from End Marker Numeric Value - : negative number is distance form closest “up” Marker.
+ : positive number is distance from the closest “down” Marker.
Fields for Relative Referencing will be enabled through F4-Help in the Start and End Point as well as Marker fields.
© 2011 SAP AG. All rights reserved. 37
Mass Changes for Technical ObjectsFunctional Locations (also available for Equipment)
© 2011 SAP AG. All rights reserved. 39
Work Order Processing, Inspection and Condition Monitoring
For the Work Order Processing, the following objects:Work Order HeaderWork Order OperationWork Order ConfirmationsMaintenance Plan ItemRelevant List Reports
For condition monitoring and inspections information of different characteristics and formats can be entered.For Inspection and Condition Monitoring Processes the following objects have been enhanced with the Linear Data Fields:
Notification headerNotification ItemMeasurement Point / CounterMeasurement Document
© 2011 SAP AG. All rights reserved. 40
Work Order: Header DataLinear data is assigned to the location tab
© 2011 SAP AG. All rights reserved. 41
Linear Data Fields Fields in OperationsAvailable in Tabular and Detail View
© 2011 SAP AG. All rights reserved. 42
Notification Item with Linear Data InformationTechnical Object and Linear Data Fields can be assigned
© 2011 SAP AG. All rights reserved. 43
Example: HV Trace with TowersInspection and Work Management
trace line
120.000
122.500
125.000 127.500 130.000 132.500
137.500
135.000
Trace
T-1228
Trace
T-1229
Trace
T-1230
HV Tower
H-31055
HV Tower
H-31058
HV Tower
H-31047
HV Tower
H-2857
HV Tower
H-2860
HV Tower
H-2861
work order 890724: vegetation management
operation 0010: start 126.000 / end 127.000
operation 0020: start 123.000 / end 124.000
operation 0030: start 121.000 / end 122.000
Inspection notification: 1100023
item 1: isolator damaged
item 2: anchor grounding corroded
item 3: access road flooded
item 4: isolator damaged
© 2011 SAP AG. All rights reserved. 44
Example: Work Management and Inspections
work order 890515
notification 1100023
item 1
item 2
item 3
work order 890724
operation 0010
operation 0020
operation 0030
© 2011 SAP AG. All rights reserved. 46
Reports Enhanced with Linear Data Information
These are the following reports for the Linear Data Information
List ReportsFunctional Locations, Equipment, Notifications, Orders, Confirmations, Measuring Points, Measuring Documents, Maintenance Plan Items,
Multi-Level List ReportsFunctional Locations, Equipment, Notifications, Orders
Structure List ReportsFunctional Locations, Equipment, Notifications, Orders
© 2011 SAP AG. All rights reserved. 47
Dynamic Segmentation Analysis
Func. Loc. PIPE2
Equip. S02519
Equip. S02656
Char: pipe material
Char: pipe diameter
Char: pipe Temp or Pressure
Work order: 901961
Operation 0010
Operation 0020
Work order: 901989
Notification 1007423
Item 001 : onsite inspection
Item 002: surface damaged
Meas. Point: wall thickness
Meas. Doc: 1 µmm
Meas. Doc: 0,87µmm
Operation 0020
Operation 0020
520,00km 530,00km
© 2011 SAP AG. All rights reserved. 48
Functional Location Structure List with Linear Data Information
© 2011 SAP AG. All rights reserved. 50
Multi-Level List Report in Graphical LayoutDrill-down to business object possible
© 2011 SAP AG. All rights reserved. 52
Business Add-Ins (BAdI’s)
Four Business Add-Ins (BAdI’s) have been provided for Linear Asset Management:
1. Adjustment of Linear Point Determination
2. Adjustment of Linear Data Display3. Enhancement of Linear Data Screen –
example shown4. Checking of Linear Data