Umler Component Tracking User Guide - Home | Railinc · Umler Component Tracking User Guide 2 Revised June 2020 . User Guide Structure . This document has been organized to reflect

Umler® Component Tracking

User Guide

7001 Weston Parkway, Suite 200 Cary, North Carolina 27513

© 2020 Railinc Incorporated. All Rights Reserved.

Last Updated: June 2020

Umler Component Tracking User Guide i Revised June 2020

Table of Contents Welcome to the Umler Component Tracking .............................................................................. 1

Prerequisites ................................................................................................................................. 1 System Requirements ................................................................................................................... 1 What is New for This Release ...................................................................................................... 1 User Guide Structure .................................................................................................................... 2 Web Interface ............................................................................................................................... 3

Railinc Component Tracking Web Page Layout ..................................................................... 3 Railinc Interface Elements ....................................................................................................... 5 Component Tracking -Specific Interface Elements ................................................................. 5

Getting Started ............................................................................................................................... 6 Logging In .................................................................................................................................... 6 Logging Out ................................................................................................................................. 7

Registration .................................................................................................................................... 8 Search ........................................................................................................................................... 8

Viewing Component Details .................................................................................................. 10 Editing Components .............................................................................................................. 11 Deleting Components ............................................................................................................ 12

Add New Component ................................................................................................................ 13 Add Bolsters .......................................................................................................................... 16 Add Couplers ......................................................................................................................... 18 Add Brake Valve Control Emergency ................................................................................... 19 Add Brake Valve Control Service ......................................................................................... 20 Add Side Frames .................................................................................................................... 21 Add Slack Adjusters .............................................................................................................. 22 Add Wheelsets ....................................................................................................................... 23 Add Pressure Relief Valve ..................................................................................................... 26

Upload CSV ............................................................................................................................... 27 CSV Registration Upload File Preparation ............................................................................ 28 Uploading the CSV File ......................................................................................................... 29

Field Registration ....................................................................................................................... 31 Bolsters .................................................................................................................................. 32 Couplers ................................................................................................................................. 36 Brake Valve Control Emergency ........................................................................................... 39 Brake Valve Control Service ................................................................................................. 42 Slack Adjuster ........................................................................................................................ 45 Sideframe ............................................................................................................................... 48 Wheelsets ............................................................................................................................... 51

Associate Component................................................................................................................... 56 Make an Association .................................................................................................................. 56

Bolster Association ................................................................................................................ 58 Coupler Association ............................................................................................................... 61 Brake Value Control Emergency Association ....................................................................... 64 Brake Value Control Service Association ............................................................................. 66 Side Frame Association ......................................................................................................... 68 Slack Adjuster Association .................................................................................................... 70 Wheelset Association ............................................................................................................. 72 Pressure Relief Valve Association ......................................................................................... 76

Umler Component Tracking User Guide ii Revised June 2020

View All (Read Only) ............................................................................................................ 78 Nullify an Association ............................................................................................................... 79 Upload Association CSV ........................................................................................................... 81

CSV Association Upload File Preparation ............................................................................ 82 Component Association Transaction History ............................................................................ 83

Query............................................................................................................................................. 86 Pre-Defined Queries ................................................................................................................... 86

Glossary ........................................................................................................................................ 89 Index .............................................................................................................................................. 90

Umler Component Tracking User Guide iii Revised June 2020

List of Exhibits Exhibit 1. Railinc Web Application Page Layout ............................................................................ 3 Exhibit 2. Launch Pad ...................................................................................................................... 4 Exhibit 3. Umler/ Component Registry Application Menu Bar (split for readability) .................... 5 Exhibit 4. Component Registry Menu ............................................................................................. 5 Exhibit 5. Component Tracking-Specific Icons ............................................................................... 5 Exhibit 6. Component Tracking-Specific Command Buttons ......................................................... 5 Exhibit 7. Select Your Company ..................................................................................................... 6 Exhibit 8. Umler Welcome .............................................................................................................. 7 Exhibit 9. Component Registry Application Menu Functions ......................................................... 7 Exhibit 10. Component Registry (with Registration) ...................................................................... 8 Exhibit 11. Registration Tabs and Descriptions ............................................................................... 8 Exhibit 12. Search Component Registry .......................................................................................... 8 Exhibit 13. Component Registry Search Results ............................................................................. 9 Exhibit 14. Component Registry Search Results with Component Details ................................... 10 Exhibit 15. Edit Component (top and bottom for Wheelsets) ........................................................ 11 Exhibit 16. Delete Component Confirmation ................................................................................ 12 Exhibit 17. Delete Component Success Message .......................................................................... 12 Exhibit 18. Add New Component to Registry ............................................................................... 13 Exhibit 19. Failed Add Component Transaction Message (bottom shows the error at right) ........ 14 Exhibit 20. Add New Component to Registry Success Message ................................................... 15 Exhibit 21. Add New Bolster ......................................................................................................... 16 Exhibit 22. Trademark Select ........................................................................................................ 17 Exhibit 23. Add New Coupler ....................................................................................................... 18 Exhibit 24. Add New Brake Valve Control Emergency ................................................................ 19 Exhibit 25. Add New Brake Valve Control Service ...................................................................... 20 Exhibit 26. Add New Side Frame .................................................................................................. 21 Exhibit 27. Add New Slack Adjusters ........................................................................................... 22 Exhibit 28. Add New Wheelset (1. Base Elements) ...................................................................... 23 Exhibit 29. Add New Wheelset (2. Axle) ...................................................................................... 23 Exhibit 30. Add New Wheelset (3. Wheel Group 1–Wheel 1) ...................................................... 24 Exhibit 31. Add New Component (3. Wheel Group 1–Roller Bearing 1) ..................................... 24 Exhibit 32. Add New Wheelset (4. Wheel Group 2–Wheel 2) ...................................................... 25 Exhibit 33. Add New Wheelset (4. Wheel Group 2–Roller Bearing 2) ......................................... 25 Exhibit 34. Add New Pressure Relief Valve.................................................................................. 26 Exhibit 35. Browse Files to Find a Components CSV ................................................................... 27 Exhibit 36. Registration CSV Upload Template (in Excel) ........................................................... 28 Exhibit 37. Choose File (for Upload) ............................................................................................ 29 Exhibit 38. Browse Files to Find a Components CSV (after successful submission) ................... 29 Exhibit 39. Email for Upload Submission Status .......................................................................... 30 Exhibit 40. Field Registration Select a Component Type .............................................................. 31 Exhibit 41. Search if Bolster is Registered .................................................................................... 32 Exhibit 42. Bolster Reference Diagram ......................................................................................... 32 Exhibit 43. Field Registration Search (Component found) ............................................................ 33 Exhibit 44. Field Registration Search (No Component found) ...................................................... 34 Exhibit 45. Field Registration Elements (Bolsters) ....................................................................... 34 Exhibit 46. Field Registration (with validation error) .................................................................... 35 Exhibit 47. Field Registration (Success message for Bolster) ....................................................... 35 Exhibit 48. Search if Coupler is Registered ................................................................................... 36

Umler Component Tracking User Guide iv Revised June 2020

Exhibit 49. Coupler Reference Diagram ........................................................................................ 36 Exhibit 50. Field Registration Elements (Couplers) ...................................................................... 37 Exhibit 51. Field Registration (Success message for Couplers) .................................................... 38 Exhibit 52. Search if Brake Valve Control Emergency is Registered ........................................... 39 Exhibit 53. Brake Valve Control Emergency Name Plate Location .............................................. 39 Exhibit 54. Brake Valve Control Emergency and Service Name Plate ......................................... 40 Exhibit 55. Field Registration Elements (Brake Valve Control Emergency) ................................ 41 Exhibit 56. Field Registration (Success message for Brake Valve Control Emergency) .............. 41 Exhibit 57. Search if Brake Valve Control Service is Registered .................................................. 42 Exhibit 58. Brake Valve Control Service Name Plate Location .................................................... 42 Exhibit 59. Field Registration Elements (Brake Valve Control Service) ...................................... 43 Exhibit 60. Field Registration (Success message for Brake Valve Control Service) .................... 44 Exhibit 61. Search if Slack Adjuster is Registered ........................................................................ 45 Exhibit 62. Slack Adjuster Name Plate Location .......................................................................... 45 Exhibit 63. Slack Adjuster Name Plate .......................................................................................... 46 Exhibit 64. Field Registration (Success message for Slack Adjuster) ........................................... 47 Exhibit 65. Search if Sideframe is Registered ............................................................................... 48 Exhibit 66. Side Frame Reference Diagram .................................................................................. 48 Exhibit 67. Field Registration Elements (Sideframes) ................................................................... 49 Exhibit 68. Field Registration (Success message for Sideframe) .................................................. 50 Exhibit 69. Search if Wheelset is Registered ................................................................................. 51 Exhibit 70. Field Registration for Wheelset (top) .......................................................................... 52 Exhibit 71. MID Search ................................................................................................................. 52 Exhibit 72. Field Registration for Wheelset (middle) .................................................................... 53 Exhibit 73. Field Registration for Wheelset (bottom) .................................................................... 54 Exhibit 74. Field Registration for Wheelset (with validation error) .............................................. 54 Exhibit 75. Field Registration (Success message for Wheelset) .................................................... 55 Exhibit 76. Component Registry (with Associate Component) ..................................................... 56 Exhibit 77. Associate Component to Equipment ........................................................................... 56 Exhibit 78. Associate Component to Equipment (search results) .................................................. 57 Exhibit 79. Associate Bolster to Equipment (ready for Association) ............................................ 58 Exhibit 80. Component Search (Bolsters)...................................................................................... 59 Exhibit 81. Confirm Panel for Recalled Component ..................................................................... 60 Exhibit 82. Associate Bolster to Equipment (Success Message) ................................................... 60 Exhibit 83. Associate Coupler to Equipment (ready for Association) ........................................... 61 Exhibit 84. Component Search (Coupler) ...................................................................................... 62 Exhibit 85. Associate Coupler to Equipment (Success Message) .................................................. 63 Exhibit 86. Associate Brake Valve Control Emergency to Equipment (ready for Association) ... 64 Exhibit 87. Component Search (Brake Valve Control Emergency) .............................................. 64 Exhibit 88. Associate Brake Valve Control Service to Equipment (ready for Association).......... 66 Exhibit 89. Component Search (Brake Valve Control Service) .................................................... 67 Exhibit 90. Associate Side Frame to Equipment (ready for Association) ..................................... 68 Exhibit 91. Associate Side Frame to Equipment (Success Message) ............................................ 69 Exhibit 92. Associate Slack Adjuster to Equipment (ready for Association) ................................ 70 Exhibit 93. Associate Slack Adjuster to Equipment (Success Message) ....................................... 71 Exhibit 94. Associate Wheelset to Equipment ............................................................................... 72 Exhibit 95. Component Search (Wheelsets) .................................................................................. 73 Exhibit 96. Associate Wheelset to Equipment (with success message) ......................................... 74 Exhibit 97. Component Details (read-only) ................................................................................... 75 Exhibit 98. Associate Pressure Relief Valve to Equipment (ready for Association) ..................... 76 Exhibit 99. Component Search (Pressure Relief Valve) ................................................................ 76

Umler Component Tracking User Guide v Revised June 2020

Exhibit 100. Associate Component—View All (for Equipment ID) ............................................. 78 Exhibit 101. Associate Component to Equipment (with equipment result) ................................... 79 Exhibit 102. Confirm Nullify ......................................................................................................... 79 Exhibit 103. Associate Component to Equipment (with nullification success message) .............. 80 Exhibit 104. Browse Files to Find an Association CSV ................................................................ 81 Exhibit 105. Association CSV Upload Template (in Excel).......................................................... 82 Exhibit 106. Transaction Log Search (with Element Value Criteria for Wheelset Components) . 83 Exhibit 107. Transaction Log Search Results ................................................................................ 84 Exhibit 108. Transaction Details (for component association) ...................................................... 84 Exhibit 109. Transaction Details (for component nullification transaction) .................................. 85 Exhibit 110. Query Submenu ......................................................................................................... 86 Exhibit 111. Component Registry Query Menu Functions ............................................................ 86 Exhibit 112. Pre-Defined Query (default panel) ............................................................................ 87 Exhibit 113. Pre-Defined Query (with criteria set) ........................................................................ 87 Exhibit 114. Pre-Defined Query (with success message) .............................................................. 88 Exhibit 115. Pre-Defined Query Email (with zipped CSV files attached)..................................... 88

Welcome to the Umler Component Tracking

Umler Component Tracking User Guide 1 Revised June 2020

Welcome to the Umler Component Tracking Component Tracking, formerly known as CEPM (Comprehensive Equipment Performance Monitoring) is a web-based application that captures data for railcar equipment components. This data includes reporting on wheel repairs, validating railcar component existence, incorporating mileage information, and providing visibility into the current and past health status of rail equipment.

This first phase in the program focused on wheelsets. This included centralizing the registration of wheelset component details and identifying the application of wheelset components, including AAR and non-AAR repairs. The second phase added two additional components—bolsters and sideframes. Inventoried wheelsets without barcodes can be field registered. The third phase added couplers to the components. Another phase added brake valve control service and brake valve control emergency. This phase includes the addition of Slack Adjusters.

Users can:

• Register components in advance using Railinc’s Umler® Component Tracking • Report the application of components via Railinc’s Umler, Car Repair Billing (CRB),

and Equipment Health Maintenance System (EHMS) applications

Prerequisites The Component Tracking operates as a part of Umler system. Each user must have an SSO ID and be authorized to use Umler. For more information on obtaining an SSO ID and requesting application access, see the Umler User Guide.

Each user must be familiar with:

• Logging In/Out • Railinc common interface component navigation

System Requirements The basic computer requirements for Component Tracking are the same as for Umler. For more information on system requirements, see the Umler User Guide.

What is New for This Release • Added diagrams for Service and Emergency Brake Valves and also for Slack Adjusters.

https://public.railinc.com/sites/default/files/documents/UmlerUserGuide.pdf


Welcome to the Umler Component Tracking


User Guide Structure This document has been organized to reflect the application menu order of the Component Tracking. It describes use and interpretation of interface elements in the Component Tracking.

The format of the Railinc user guide is in an “offset” style. Dictionary-like retrieval text is used in the header.

Railinc Single Sign-On (SSO) information is included, and references to the Railinc Single Sign-On User Guide added. SSO information for Umler administrators is also in the Railinc Single Sign-On User Guide.

Whenever possible the term “select” is used to indicate making a choice using either the mouse or keyboard. Left-clicking generally activates a control or selects an item. Where a double-click is required, it is specified. Typical keyboard selection equivalents are described in Railinc Interface Elements starting on page 5.

Underlined blue links are functional links to go to another location in the user guide.

https://public.railinc.com/sites/default/files/documents/SSOUserGuide.pdf

https://public.railinc.com/sites/default/files/documents/SSOUserGuide.pdf

Welcome to the Umler Component Tracking Railinc Component Tracking Web Page Layout


Web Interface The Component Tracking interface provides the same navigational tools found in most Windows applications and Internet sites.

Railinc Component Tracking Web Page Layout Each page in a Railinc web application has a similar structure.

Exhibit 1. Railinc Web Application Page Layout

1 Logo—Railinc logo. Logo is link to the Railinc corporate website.

2 Application Title—Name of the application. This is also a link to the Home page of the application.

3 User ID—Logged in user.

Welcome to the Umler Component Tracking Railinc Component Tracking Web Page Layout


4 Company—Company user is representing. For individuals representing several roads. Selecting this link while logged on (hand pointer shown below) opens the Select Your Company page (Exhibit 7), to reselect the company on whose behalf the user will be working—without logging out.

5 Launch Pad— Click link to go directly to the SSO Launch pad to switch to other authorized Railinc applications (left side) or use other functions (right side) to change passwords, request other applications, or open a support case. (Exhibit 2).

Exhibit 2. Launch Pad

6 Contact Us—Opens a page of contact information (local road, Railinc support).

7 Sign Out—Logs out of current application and returns to the Railinc SSO login page.

8 Application Menu—The top of the Railinc page displays the application menu options. The options on this menu allow you to perform the various functions of the application. Some specific options include:

• Help—Opens a new window with page-specific help.

• References—Opens a page with links to various reference documents (e.g., user guide, specification manual, etc.).

9 Display Unit Lookup—Selecting the icon ( ) allows the user to look up and display a unit in a new window without interrupting work on the current page. The Display Unit window can be closed when viewing is completed.

10 Page Title—The title of the specific application task page.

11 Page content area—The area of the page where tasks are executed (shown outlined with red dashes). These vary and may include a number of different elements, which are described in the next sections.

12 Legal Links—This area at the bottom left of each page contains links to applicable legal notices, privacy rights, terms of service, and the Contact Us.

13 Copyright—This area at the bottom right of each page shows copyright information.

Welcome to the Umler Component Tracking Railinc Interface Elements


Railinc Interface Elements General interface elements are described in the Umler User Guide, which contains basic explanations of the elements and components that assist in moving through the various pages of the application to complete tasks. Mouse and keyboard equivalents are discussed for each element. Interface elements unique to the Component Tracking are described in the next section.

Component Tracking -Specific Interface Elements This section describes the Component Tracking -specific interface elements.

Umler/Component Registry Application Menu Exhibit 3 shows the Umler/Component Registry application menu.

Exhibit 3. Umler/ Component Registry Application Menu Bar (split for readability)

The Component Registry application menu provides the functions described in Exhibit 9:

Component Registry Menu Exhibit 4. Component Registry Menu

Component Tracking Icons and Indicators The Component Tracking uses application-specific icons and indicators to assist the user:

Exhibit 5. Component Tracking-Specific Icons

Icon Description Component Tracking-Specific Icons Indicates a component associated with more than one equipment ID Recall indicator icon (solid red with white exclamation point)

Component Tracking Command Buttons Component Tracking uses some application-specific command buttons.

Exhibit 6. Component Tracking-Specific Command Buttons

Name Function Associate Associate an entered component with an Equipment ID

Nullify Remove an association of a component from an equipment ID.

Mandatory Fields Mandatory fields are shown with red asterisks.


Getting Started Logging In


Getting Started The Umler application is accessed using the Railinc Single Sign On (SSO), which can be accessed from the Railinc portal at https://public.railinc.com. Click the Customer Login link at the upper right of the page.

Logging In To log into the Umler application:

1. Open your internet browser and enter https://public.railinc.com to open the Railinc website.

2. Select the Customer Login link in the upper right of the page. The Account Access page is displayed.

3. Enter your User ID and Password. Select Sign In. The Railinc Launch Pad is displayed.

4. Select Umler in the My Applications section.

a. If the user represents two or more companies, the Select Your Company page is displayed (Exhibit 7).

Exhibit 7. Select Your Company

Select the link for the company wanted. The Umler Welcome page is displayed (Exhibit 8).

Note: To do work for a different company, select the Launch Pad link and reselect Umler and choose the other company. Alternatively, open a new browser window (File>New Window), select the Launch Pad link and reselect Umler and choose the other company. Toggle between the two company sessions using Alt+Tab. When finished working with multiple sessions, close the unwanted window using X, or Alt+F4. Do NOT select the sign out link—it ends the Single Sign On sessions (all of them).

https://public.railinc.com/

https://public.railinc.com/

Getting Started Logging Out


b. If the user represents only one company, the Umler Welcome page is displayed (Exhibit 8).

Exhibit 8. Umler Welcome

Continue by selecting a Component Registry application menu item (refer to Exhibit 9). The Component Registry menu has the following functions:

Exhibit 9. Component Registry Application Menu Functions Registration Allows the authorized user to search for, edit, delete, add, and upload

components (Exhibit 11).

Associate Component

Allows the authorized user to associate a component with an equipment ID (Exhibit 76).

Query Opens the Query submenu (Exhibit 107).

Logging Out Select the Launch Pad link to end an Umler session. The user returns to the SSO Launch Pad.

If multiple SSO applications are open (in separate browser windows), and the users wants to close only one, close the unwanted window using X, or Alt+F4. Do NOT select the sign out link—it ends the entire Single Sign On session (and all applications).

Registration Search


Registration When the user selects Component Registry > Registration on an Umler page (Exhibit 10),

Exhibit 10. Component Registry (with Registration)

the Registry panel is displayed, defaulted to Search (Exhibit 12).

Exhibit 11 describes the tasks available on the panel.

Exhibit 11. Registration Tabs and Descriptions

Tab Item Description Search Allows the user to search for component IDs (default)

Add New Allows the authorized user to add a new component to the Registry Upload CSV Allows the authorized user to upload CSV records to the Registry

Field Registration Allows shops to register pre-Component Tracking components without barcodes (Exhibit 68)

Search To search for an existing Registry component:

1. Log onto Umler as described in Logging In on page 6. The Umler Welcome page is displayed (Exhibit 8).

2. Select Component Registry > Registration. The Search Component Registry tab page is displayed (Exhibit 12).

Exhibit 12. Search Component Registry

3. Type in a component ID. Ranges are supported up to 500 IDs. Format is XXXX (four alpha characters) plus up to ten digits. In this example (Exhibit 13) components from RAIL from 1625-2000 was entered.

Registration Search


Exhibit 13. Component Registry Search Results

Select components individually using the check box beside the component. Use the checkbox at the left of the gray header to select/unselect all components in the list.

4. Choose from the following tasks:

• View Component Details (page 10)

• Edit Component (page 11)

• Delete Component (page 12)

Registration Search | Viewing Component Details


Viewing Component Details Highlighting a component row displays a box with the beginning of the component registration details (Exhibit 14). To view details of a different component, select its row. To view complete details, the user must Edit the record, discussed in the next section.

Exhibit 14. Component Registry Search Results with Component Details

Registration Search | Editing Components


Editing Components Components can be edited one at a time. To edit a component:

1. After a successful search for a component, check the box to its left and select Edit. The Edit Component panel is displayed (Exhibit 15).

Note: Only a portion of each section is shown in these exhibits. For complete information about the entire Edit Component interface, see Add on page 13. Online Element Help provides a complete description of each element.

Mandatory elements are shown with an asterisk (*).

Exhibit 15. Edit Component (top and bottom for Wheelsets)

. . .

Note: The Component ID fields cannot be changed. 2. When changes have been made to the component, select Save (either at top or bottom of

interface). A confirmation message is displayed at the top of the interface. Select Cancel to exit.

Registration Search | Deleting Components


Deleting Components When a component has been entered in error, it can be deleted. To delete a component (or a group of components):

1. After a successful search for components, check the box to the left of each component to be deleted, and select Delete. The Confirm (delete) panel is displayed (Exhibit 16).

Exhibit 16. Delete Component Confirmation

2. If unsure about the deletion, select Cancel. Otherwise, select OK. A success message is displayed below the page title (Exhibit 17).

Exhibit 17. Delete Component Success Message

Note: Assigned components cannot be deleted.

Registration Add New Component


Add New Component Components must be registered in the Component Registry to be associated with a piece of equipment. To add a new component registration:



3. Select the Add New tab. The Add New Component to Registry panel is displayed (Exhibit 18).

Exhibit 18. Add New Component to Registry

4. The Company Code defaults to the user’s company.

5. Type the ID number to be assigned to the component. Up to 10 digits.

6. Select the Component Type from the drop-down.

7. Select Add. The number is validated and the Base Elements section of the information is displayed (These sections vary by Component Type).

• Select the Code link to view element help in a new window. Close the window when finished with the help. Elements with a red dot (●) are mandatory. Data Types: Text, Numeric, or Timestamp/Date.

• Mandatory elements have an asterisk. • Use calendar icons to select dates. • Use drop-down lists if provided. • Required formats are shown at the right of the field.



8. Complete the interface for the appropriate Component Type.

a. For Bolsters, go to Add Bolsters on page 16, before returning to Step 9.

b. For Couplers, go to Add Couplers on page 18 , before returning to Step 9.

c. For Brake Valve Control Emergency, go to Add Brake Valve Control Emergency on page 19, before returning to Step 9.

d. For Brake Valve Control Service, go to Add Brake Valve Control Service on page 20, before returning to Step 9.

e. For Side Frames, go to Add Side Frames on page 21, before returning to Step 9.

f. For Slack Adjusters, go to Add Slack Adjusters on page 22, before returning to Step 9.

g. For Wheelsets go to Add Wheelsets on page 23, before returning to Step 9.

h. For Pressure Relief Valves go to Add Pressure Relief Valves on page 26, before returning to Step 9.

9. When all mandatory elements are complete, select Save.

a. If any input errors have been made, a red error message is displayed at the top of the page (Exhibit 19).

Exhibit 19. Failed Add Component Transaction Message (bottom shows the error at right)

. . .

b. If input is validated, a green success message is displayed at the top of the page (Exhibit 20).



Exhibit 20. Add New Component to Registry Success Message

10. To add another component, select Add New. To edit the current component again, select Edit. If finished, select another menu item.

Registration Add New Component | Add Bolsters


Add Bolsters Exhibit 21. Add New Bolster

1. Complete the interface.

a. Select the trademark lookup icon ( ) to open the Trademark Select panel to select the Foundry Facility Code (Exhibit 22).

Registration Add New Component | Add Bolsters


Exhibit 22. Trademark Select

Exhibit 22 shows the ASFG company radio button selected. Select Select to close the panel and return to the Add panel with the selected trademark.

b. The Component Defect Flag (C007) is for Railinc Administrators only.

2. Return to Step 9 on page 14 for Save instructions and troubleshooting.

Registration Add New Component | Add Couplers


Add Couplers Exhibit 23. Add New Coupler


a. Use the trademark lookup ( ) to open the Trademark Select panel to select the Coupler AAR Facility Code. Refer to Exhibit 22.



Registration Add New Component | Add Brake Valve Control Emergency


Add Brake Valve Control Emergency Exhibit 24. Add New Brake Valve Control Emergency



Registration Add New Component | Add Brake Valve Control Service


Add Brake Valve Control Service Exhibit 25. Add New Brake Valve Control Service



Registration Add New Component | Add Side Frames


Add Side Frames Exhibit 26. Add New Side Frame


a. Use the trademark lookup ( ) to open the Trademark Select panel to select the Foundry Facility Code. Refer to Exhibit 22.



Registration Add New Component | Add Slack Adjusters


Add Slack Adjusters Exhibit 27. Add New Slack Adjusters



Registration Add New Component | Add Wheelsets


Add Wheelsets Exhibit 28. Add New Wheelset (1. Base Elements)

1. Complete Section 1. Base Elements and scroll to the Section 2. Axle.

Exhibit 29. Add New Wheelset (2. Axle)

2. Complete Section 2. Axle and scroll to the Section 3.



Exhibit 30. Add New Wheelset (3. Wheel Group 1–Wheel 1)

Exhibit 31. Add New Component (3. Wheel Group 1–Roller Bearing 1)

3. Complete Section 3 and scroll to Section 4. Wheel Group 2.



Exhibit 32. Add New Wheelset (4. Wheel Group 2–Wheel 2)

Note: If Wheel 2 is the same as Wheel 1, check the box to automatically fill the fields. Exhibit 33. Add New Wheelset (4. Wheel Group 2–Roller Bearing 2)

Note: If Bearing 2 is the same as Bearing 1, check the box to automatically fill the fields. 4. Return to Step 9 on page 14 for Save instructions and troubleshooting.

Registration Add New Component | Add Pressure Relief Valve


Add Pressure Relief Valve Exhibit 34. Add New Pressure Relief Valve



Registration Upload CSV


Upload CSV Uploads can be used to quickly submit many similar components (e.g., 100 wheelsets with no differences except serial numbers and component IDs), to correct fields throughout entire sets of components, or to delete large numbers of incorrectly or prematurely registered components. Users can upload component information from proprietary systems in an acceptable CSV format. To upload a component CSV file:



3. Select the Upload CSV tab. The Browse files to find a components CSV panel is displayed (Exhibit 35).

Exhibit 35. Browse Files to Find a Components CSV

The link to the right of the Browse button opens a template of the format expected for component uploads. It can be opened or saved (Exhibit 36).

• For additional information about preparing upload files, see CSV Registration Upload File Preparation.

• If the CSV file has already been properly prepared, continue with Uploading the CSV File.



CSV Registration Upload File Preparation Exhibit 36. Registration CSV Upload Template (in Excel)

The fields are as described in the online Element Help and in the Umler Component Tracking Data Specifications Manual accessed through Umler References. The Transaction Type indicates what action the user wants done for each row of information entered:

For component registrations: AC = Add Component CC = Change Component DC = Delete Component

Notes: • A single upload file can contain all three types of transactions.

• Large text entries should not contain commas (which are interpreted as field delimiters). Use dashes or other keyable characters.

• Changes require a Component ID and only those fields with changes (other fields are left untouched).

• Deletions require a Component ID only.

• Adds must contain all mandatory fields.

• For more information, see Umler Bulk Upload Transactions CSV File Specifications. Also available through Umler References.

https://public.railinc.com/sites/default/files/documents/DataSpecs_ComponentTracking.pdf



https://public.railinc.com/sites/default/files/documents/UmlerCSVUploadSpecs.pdf




Uploading the CSV File 4. Select the Browse button to locate the file for upload. The Choose file panel is displayed

(Exhibit 37).

Exhibit 37. Choose File (for Upload)

5. Either double-click the file, or highlight it and select Open. The Browse Files to Find a Components CSV is redisplayed with the selected file (not shown).

6. Select Submit. A message is displayed (Exhibit 38).

Exhibit 38. Browse Files to Find a Components CSV (after successful submission)

7. Check user email for a status message (Exhibit 39).



Exhibit 39. Email for Upload Submission Status

If errors occurred in processing the file, those errors are identified by Component ID and field-by-field. These details can assist in correcting the upload file before uploading and submitting again.

8. (optional) If no errors were identified, validate a few records in the upload to determine appropriate changes have been made. (e.g., deleted components are not found, new components are found, fields changed reflect those changes, etc.). Use the Component Registration Search function as described in Search on page 8.

Registration Field Registration


Field Registration Note: Users doing field registrations are expected to be familiar with the Job Codes, Condition

Codes, and Qualifiers as found in the AAR Field Manual Rules 36, 41, 43, and 44. Component Tracking validates Job Codes and its related qualifiers and Condition Codes. Use the Component Tracking Data Specifications Manual as needed.

Inventoried components (manufactured pre-Component Tracking without barcodes) can be registered using other characteristics using the Field Registration function.

Exhibit 40. Field Registration Select a Component Type

1. Select the Component Type from the drop-down and select Search.

a. For Bolsters, continue with Bolsters.

b. For Couplers, continue with Couplers.

c. For Brake Valve Control Emergency, continue with Brake Valve Control Emergency.

d. For Brake Valve Control Service, continue with Brake Valve Control Service.

e. For Side Frames, continue with Sideframe.

f. For Slack Adjusters, continue with Slack Adjuster.

g. For Wheelsets, continue with Wheelsets.


Registration Field Registration | Bolsters


Bolsters Exhibit 41. Search if Bolster is Registered

Exhibit 42 shows where needed information can be found on the bolster.

Exhibit 42. Bolster Reference Diagram

1. Type in the Manufacturer and Cast Month/Year. Select the trademark lookup icon ( ) to open the Trademark Select panel to select the Manufacturer (refer to Exhibit 22).

2. Type in the Cast Month/Year.

3. Enter one of the following:



a. MFG Pattern Number, or

b. Serial Number

4. Select Search.

a. If a matching component is found (Exhibit 43), no field registration is necessary and the bolster can be associated with the Equipment ID as described in Bolster Association.

Exhibit 43. Field Registration Search (Component found)

b. If no matching component is found (Exhibit 44), select Register. The Field Registration Elements panel is displayed (Exhibit 45).



Exhibit 44. Field Registration Search (No Component found)

Exhibit 45. Field Registration Elements (Bolsters)

5. Complete all required elements for the bolster.

6. When all mandatory data is completed, select Save.

a. If validation fails, an error message is shown beside the invalid entry (Exhibit 46).



Exhibit 46. Field Registration (with validation error)

In Exhibit 46, a mandatory field was not completed.

b. If validation is successful, Component Tracking generates a unique bolster component ID (Exhibit 47).

Exhibit 47. Field Registration (Success message for Bolster)

In Exhibit 47, the new component ID shown is 8RIC0000475963. The bolster can now be associated with an Equipment ID as described in Bolster Association.

To add another bolster registration, select Add New. The Search if Bolster is Registered panel is displayed (Exhibit 41).

Registration Field Registration | Couplers


Couplers Exhibit 48. Search if Coupler is Registered

Exhibit 49 shows where needed information can be found on the coupler.

Exhibit 49. Coupler Reference Diagram


2. Enter the Catalog Number.

3. Enter the Serial Number.



4. Select Search.

a. If a matching component is found (similar to Exhibit 43), no field registration is necessary and the coupler can be associated with the Equipment ID as described in Coupler Association.

b. If no matching component is found (similar to Exhibit 44), select Register. The Field Registration Elements panel is displayed (Exhibit 50).

Exhibit 50. Field Registration Elements (Couplers)

5. Complete all required elements for the coupler.


a. If validation fails, an error message is shown beside the invalid entry (similar to Exhibit 46).

b. If validation is successful, Component Tracking generates a unique coupler component ID (Exhibit 51).



Exhibit 51. Field Registration (Success message for Couplers)

In Exhibit 51, the new component ID shown is 8RIC0000475964. The coupler can now be associated with an Equipment ID as described in Coupler Association.

To add another coupler registration, select Add New. The Search if Coupler is Registered panel is displayed (Exhibit 48).

Registration Field Registration | Brake Valve Control Emergency


Brake Valve Control Emergency Exhibit 52. Search if Brake Valve Control Emergency is Registered

Exhibit 53 shows where the name plate is located and Exhibit 54 shows where the needed information can be found on the name plate.

Exhibit 53. Brake Valve Control Emergency Name Plate Location



Exhibit 54. Brake Valve Control Emergency and Service Name Plate

1. Type in the Reconditioner Facility Code.

2. Type in or select the calendar icon to input the Date Valve Tested.

3. Type in the Serial Number.

4. Type in the Part Number.

5. Use the drop-down to select the Value Type.

6. Select Search to initiate the search for the specified equipment.

a. If a matching component is found (similar to Exhibit 43), no field registration is necessary and the brake valve control emergency can be associated with the Equipment ID as described in Brake Value Control Emergency Association.




Exhibit 55. Field Registration Elements (Brake Valve Control Emergency)

7. Complete all required elements for the brake valve control emergency.



b. If validation is successful, Component Tracking generates a unique brake valve control emergency component ID (Exhibit 56).

Exhibit 56. Field Registration (Success message for Brake Valve Control Emergency)

In Exhibit 56, the new component ID shown is 8RIC0000477907. The brake valve control emergency can now be associated with an Equipment ID as described in Brake Value Control Emergency Association on page 64.

To add another brake valve control emergency registration, select Add New. The Search if Brake Valve Control Emergency is Registered panel is displayed (Exhibit 52).

Registration Field Registration | Brake Valve Control Service


Brake Valve Control Service Exhibit 57. Search if Brake Valve Control Service is Registered


Exhibit 58. Brake Valve Control Service Name Plate Location

1. Type in the Reconditioner Facility Code.

2. Type in or select the calendar icon to input the Date Valve Tested.




4. Type in the Part Number.

5. Use the drop-down to select the Value Type.


a. If a matching component is found (similar to Exhibit 53), no field registration is necessary and the brake valve control service can be associated with the Equipment ID as described in Brake Value Control Service Association.


Exhibit 59. Field Registration Elements (Brake Valve Control Service)

7. Complete all required elements for the brake valve control service.



b. If validation is successful, Component Tracking generates a unique brake valve control service component ID (Exhibit 60).



Exhibit 60. Field Registration (Success message for Brake Valve Control Service)

In Exhibit 60, the new component ID shown is 8RIC0000477902. The brake valve control service can now be associated with an Equipment ID as described in Brake Value Control Service Association on page 66.

To add another brake valve control service registration, select Add New. The Search if Brake Valve Control Service is Registered panel is displayed (Exhibit 57).

Registration Field Registration | Slack Adjuster


Slack Adjuster Exhibit 61. Search if Slack Adjuster is Registered


Exhibit 62. Slack Adjuster Name Plate Location



Exhibit 63. Slack Adjuster Name Plate

1. Use the drop-down to select the Condition.

2. Use the drop-down to select the Facility Code.

3. Type in the Stamped Month/Year.

4. Type in or select the calendar icon to input the Recondition Date.

5. Use the drop-down to select the AAR Group.

6. Use the drop-down to select the OEM Model Number.

7. Use the drop-down to select the Manufacturer.


9. Type in the Configuration Number.



b. If no matching component is found (similar to Exhibit 44), select Register. The Field Registration Elements panel is displayed.

11. Complete all required elements for the slack adjuster.



b. If validation is successful, Component Tracking generates a unique slack adjuster component ID (Exhibit 63).



Exhibit 64. Field Registration (Success message for Slack Adjuster)

In Exhibit 64, the new component ID shown is 8RIC0048125682. The slack adjuster can now be associated with an Equipment ID as described in Slack Adjuster Association.

To add another slack adjuster registration, select Add New. The Search Slack Adjuster is Registered panel is displayed (Exhibit 61).

Registration Field Registration | Sideframe


Sideframe Exhibit 65. Search if Sideframe is Registered

Exhibit 66 shows where needed information can be found on the side frame.

Exhibit 66. Side Frame Reference Diagram



1. Type in the Manufacturer.


3. Enter one of the following:

a. Enter the MFG Pattern Number.

b. Enter the Serial Number.

4. Select Search.

a. If a matching component is found (similar to Exhibit 43), no field registration is necessary and the side frame can be associated with the Equipment ID as described in Side Frame Association.


Exhibit 67. Field Registration Elements (Sideframes)

5. Complete all required elements for the sideframe. Select the trademark lookup icon ( ) to open the Trademark Select panel to select the Manufacturer (refer to Exhibit 22)



b. If validation is successful, Component Tracking generates a unique sideframe component ID (Exhibit 68).



Exhibit 68. Field Registration (Success message for Sideframe)

In Exhibit 68, the new component ID shown is 8RIC0000474120. The sideframe can now be associated with an Equipment ID as described in Side Frame Association.

To add another sideframe registration, select Add New. The Search if Sideframe is Registered panel is displayed (Exhibit 65).

Registration Field Registration | Wheelsets


Wheelsets Exhibit 69. Search if Wheelset is Registered

7. Type in the Wheel serial Number and the Wheel Stamped Manufacturer Code.

8. (optional) Enter any of the other available criteria:

a. Wheel Stamped Month/Stamped Year

b. Wheel Nominal Diameter

c. Wheel Design Code

9. Select Search.

a. If a matching component is found (similar to Exhibit 43), no field registration is necessary and the wheelset can be associated with the Equipment ID as described in Wheelset Association.

b. If no matching component is found (similar to Exhibit 44), select Register. The Field Registration panel is displayed (Exhibit 70).



Exhibit 70. Field Registration for Wheelset (top)

10. Complete Section 1. Wheelset (Rule 44):

a. AAR Facility Code—The AAR Facility Code is the QA Code for the wheel shop that pressed the wheelset. Use the Mechanical Inspection Department (MID) Code found on the wheelset locking plate to determine the QA Code. Use the MID lookup icon ( ) to select the matching code (Exhibit 71).

Exhibit 71. MID Search

Scroll to the desired MID Code, select the radio button to the left, and select Select. The panel closes and the selection is in the AAR Facility Code field.

b. Applied Job Code—must be valid 4-digit AAR Job Code for Wheelsets

c. Condition Code—must be valid 1-digit code for wheelsets

11. Complete Section 2. Axle (Rule 43):

a. Applied Job Code—must be valid 4-digit AAR Job Code for Axles

b. Condition Code—must be valid 1-digit code for axles



Exhibit 72. Field Registration for Wheelset (middle)

12. Complete Section 3.1 Wheel Group 1 (Wheel 1) [Rule 41]:

Note: Select the element link to view element help in a new window. Close the window when finished with the help. Elements with a red dot (●) are mandatory. Data Types: Text, Numeric, or Timestamp/Date.

a. Applied Job Code—must be valid 4-digit AAR Job Code for Wheels.

b. Applied Qualifier—must be valid 2-digit qualifier for the appropriate wheel group.

c. Condition Code—defaults to 7 (all wheels applied).

d. Stamped Year—Select the C105 link as needed for help.

e. Stamped Month—Select the C106 link as needed for help.

f. Stamped Manufacturer Code (filled from user search input)—Select the C107 link as needed for help.

g. Stamped Class—Select the C108 link as needed for help.

h. Rim Thickness Side Scale Reading—Select the C109 link as needed for help.

i. Finger Gauge Reading—Select the C110 link as needed for help.

j. Stamped Serial Number (filled from user search input) —Select the C111 link as needed for help.

13. Complete Section 3.2 Wheel Group 1 (Roller Bearing 1) [Rule 36]:

a. Applied Job Code—must be valid 4-digit AAR Job Code for Roller Bearings

b. Applied Qualifier—must be valid 2-digit qualifier for the appropriate bearing group

c. Condition Code—must be valid 1-digit code for bearings

14. Scroll to Section 4 Wheel Group 2 (Exhibit 73)



Exhibit 73. Field Registration for Wheelset (bottom)

15. If Wheel 2 is the same as Wheel 1, check the checkbox and the fields are completed with the same data as Wheel 1. If not the same, complete as described in Step 12 on page 53.

16. If Bearing 2 is the same as Bearing 1, check the checkbox and the fields are completed with the same data as Bearing 1. If not the same, complete as described in Step 13 on page 533.


a. If validation fails, an error message is shown beside the invalid entry (Exhibit 74).

Exhibit 74. Field Registration for Wheelset (with validation error)

In Exhibit 74, the Wheelset Job code is incorrect (3240 instead of 3340).

b. If validation is successful, Component Tracking generates a unique Wheelset component ID (Exhibit 75).



Exhibit 75. Field Registration (Success message for Wheelset)

In Exhibit 75, the new component ID shown is 8RIC0000475973. The registered wheelset can now be associated with an Equipment ID as described in Wheelset Association.

18. To register another unbarcoded wheelset, select Register Another. The page resets for more input.

Note: It is usually best to search prior to starting a field registration to ensure there is no existing Component ID. Refer to Step 7 on page 51.

Associate Component Make an Association


Associate Component The Associate Component function is used to associate a component registered in Umler with a registered Umler Equipment ID.

Exhibit 76. Component Registry (with Associate Component)

When the user selects Component Registry > Associate Component on an Umler page (Exhibit 76), the Associate Component to Equipment panel is displayed, (Exhibit 77).

Exhibit 77. Associate Component to Equipment

Make an Association Note: The user must know both the Equipment ID and Component IDs to be associated. To associate a component with a piece of equipment:


2. Select Component Registry > Associate Component. The Associate Component to Equipment panel is displayed (Exhibit 77).

3. Type in the Equipment ID to be associated, and select Search. The Associate Component to Equipment results panel is displayed (Exhibit 78).

Associate Component Make an Association


Exhibit 78. Associate Component to Equipment (search results)

Information about the equipment is provided.

4. Select the Component Type from the drop-down.

a. For Bolsters, go to Bolster Association.

b. For Couplers, go to Coupler Association.

c. For Brake Value Control Emergency, go to Brake Value Control Emergency Association.

d. For Brake Valve Control Service, go to Brake Value Control Service Association.

e. For Side Frames, go to Side Frame Association.

f. For Slack Adjusters, go to Slack Adjuster Association.

g. For Wheelsets, go to Wheelset Association.

h. For Pressure Relief Valves, go to Pressure Relief Valve Association.

i. To view ALL components associated with the equipment ID, select View All.

Associate Component Make an Association | Bolster Association


Bolster Association The bottom of the panel has a table with the bolster positions (from the “B” end). In Exhibit 79, the equipment AARE0000000082 has two positions for component association (the "A" end is already populated).

Exhibit 79. Associate Bolster to Equipment (ready for Association)

1. Complete the table:

a. Select the checkbox beside the position where the component has been applied.

b. Type the AAR Component ID. If the component ID is unknown, use the lookup icon ( ) to open the Component Search panel (Exhibit 80).

• Enter information in the three required fields and select Search.

Note: The system can only return the most recent registration for criteria submitted.



Exhibit 80. Component Search (Bolsters)

• If a component is found, select the radio button at the left and select Select to close the panel and return to the Association page. The selected Component ID is added to the field.

Note: If no component ID is found, register the component as described in Add New Component on page 13, and come back to associate. Recalled components are NOT identified in a search.

c. Use the calendar icon to select the date the component was applied (cannot be in the

future).

d. Type the mark of the performer (i.e., shop mark).

e. Use the SPLC icon to search for a SPLC (not shown), or type the known nine-digit SPLC where the application was performed (e.g., shop SPLC).

f. Enter other components table rows as appropriate.

When an entry is complete, the Associate button becomes available.

2. If the table rows are correct, select Associate.

a. If the component has been identified in a recall, a Confirm panel is displayed (Exhibit 81). The Component Details field also shows the component under recall.



Exhibit 81. Confirm Panel for Recalled Component

Select Cancel to change to a different component. Otherwise, select OK to install the recalled component.

b. If the component has no warnings, the Associate Component to Equipment panel is redisplayed with a success message (Exhibit 82).

Exhibit 82. Associate Bolster to Equipment (Success Message)

The Reporter field has been populated and the View Details link is available.

3. As needed, to view details of the associated component, select the View Details link. The read-only Component Details panel opens in the center of the page (similar to Exhibit 97).

4. If the component was associated incorrectly, (e.g., wrong Equipment ID, or wrong position on equipment), the association can be nullified. See Nullify an Association.

5. Select Cancel to return to the Associate Component to Equipment search panel, or select another menu item.

Associate Component Make an Association | Coupler Association


Coupler Association The bottom of the panel has a table with the coupler positions (B and A). In Exhibit 83, the equipment RAIL0000000226 has two positions for component association (the "B" end is already completed, but not associated yet).

Exhibit 83. Associate Coupler to Equipment (ready for Association)








Exhibit 84. Component Search (Coupler)

• If a component is found, select the radio button at the left and select Select to close

the panel and return to the Association page. The selected Component ID is added to the field.


c. Use the calendar icon to select the date the component was applied (cannot be in the future).






a. If the component has been identified in a recall, a Confirm panel is displayed (refer to Exhibit 81). The Component Details field also shows the component under recall.




Exhibit 85. Associate Coupler to Equipment (Success Message)





Associate Component Make an Association | Brake Value Control Emergency Association


Brake Value Control Emergency Association Exhibit 86. Associate Brake Valve Control Emergency to Equipment (ready for Association)





Note: The system can only return the most recent registration for criteria submitted. Exhibit 87. Component Search (Brake Valve Control Emergency)

Associate Component Make an Association | Brake Value Control Emergency Association











b. If the component has no warnings, the Associate Component to Equipment panel is redisplayed with a success message.

Associate Component Make an Association | Brake Value Control Service Association


Brake Value Control Service Association Exhibit 88. Associate Brake Valve Control Service to Equipment (ready for Association)






Associate Component Make an Association | Brake Value Control Service Association


Exhibit 89. Component Search (Brake Valve Control Service)




future).








Associate Component Make an Association | Side Frame Association


Side Frame Association The bottom of the panel has a table with the side frame positions (from the “B” end). In Exhibit 79, the equipment RAIL0030085 has four positions for component association.

Exhibit 90. Associate Side Frame to Equipment (ready for Association)



b. Type the AAR Component ID. If the component ID is unknown, use the lookup icon ( ) to open the Component Search panel (similar to Exhibit 80).









Associate Component Make an Association | Side Frame Association



2. If the table is correct, select Associate.


b. If the component has no warnings, the Associate Component to Equipment panel is redisplayed with a success message (refer to Exhibit 91).

Exhibit 91. Associate Side Frame to Equipment (Success Message)





Associate Component Make an Association | Slack Adjuster Association


Slack Adjuster Association The bottom of the panel has a table with the slack adjuster positions. In Exhibit 92, the equipment RAIL2 has eight positions for component association.

Exhibit 92. Associate Slack Adjuster to Equipment (ready for Association)



b. Type the AAR Component ID. If the component ID is unknown, use the lookup icon ( ) to open the Component Search panel (similar to Exhibit 80).






future).




Associate Component Make an Association | Slack Adjuster Association



b. If the component has no warnings, the Associate Component to Equipment panel is redisplayed with a success message (refer to Exhibit 93).

Exhibit 93. Associate Slack Adjuster to Equipment (Success Message)





Associate Component Make an Association | Wheelset Association


Wheelset Association The bottom of the panel has a table with the wheelset positions (from the “B” end). In Exhibit 94, the equipment AARE000000082 has four positions for component association.

Exhibit 94. Associate Wheelset to Equipment




• Enter information in both required fields (Wheel Serial Number and Wheel Stamped Manufacturer Code).

• (optional) Enter any of the other available criteria:

– Wheel Stamped Month/Stamped Year

– Wheel Nominal Diameter

– Wheel Design Code

• Select Search.



Exhibit 95. Component Search (Wheelsets)


Note: If no component ID is found, register a barcoded component as described in Add New Component, or for a nonbarcoded component, add the component as described in Field Registration. Recalled components are NOT identified in a search.


future).










Exhibit 96. Associate Wheelset to Equipment (with success message)


3. As needed, to view details of the associated component, select the View Details link. The read-only Component Details panel opens in the center of the page (Exhibit 97).



Exhibit 97. Component Details (read-only)

4. When finished viewing component details, select OK (or ) to close the panel.



Associate Component Make an Association | Pressure Relief Valve Association


Pressure Relief Valve Association Exhibit 98. Associate Pressure Relief Valve to Equipment (ready for Association)





Note: The system can only return the most recent registration for criteria submitted. Exhibit 99. Component Search (Pressure Relief Valve)

• If a component is found, select the radio button at the left and select Select to close

the panel and return to the Association page. The selected Component ID is added to the field.


Associate Component Make an Association | Pressure Relief Valve Association



future).








Associate Component Make an Association | View All (Read Only)


View All (Read Only) When View All is selected from the Component Type drop-down, all components associated with the equipment ID are shown (Exhibit 100).

Exhibit 100. Associate Component—View All (for Equipment ID)

Equipment ID AARE000082 has two registered bolsters and two registered wheelsets associated to it. To view the details of a component, select the View Details link at the right (similar to Exhibit 97).

Associate Component Nullify an Association


Nullify an Association If it is determined that a component ID has been incorrectly applied to an Equipment ID, the association can be nullified. To nullify an association:


2. Select Component Registry > Associate Component. The Associate Component to Equipment panel is displayed (Exhibit 77).

3. Type in the Equipment ID with the incorrect component, and select Search. The Associate Component to Equipment results panel is displayed (Exhibit 101).

Exhibit 101. Associate Component to Equipment (with equipment result)

4. Check the box to the left of the incorrectly associated component, and select Nullify. A confirmation panel is displayed (Exhibit 102).

Exhibit 102. Confirm Nullify

Associate Component Nullify an Association


5. If unsure about the nullification, select Cancel. Otherwise, select OK to nullify the association. The Associate Component to Equipment panel is redisplayed with a success message (Exhibit 103).

Exhibit 103. Associate Component to Equipment (with nullification success message)

Note: If the nullification was for an incorrect position, the component ID can be typed into the correct position and a correct association completed as described in Step 1 on page 72. Likewise, a different component ID can be entered and associated.

6. Select Cancel to return to the Associate Component to Equipment search panel, or select

another menu item.

Associate Component Upload Association CSV


Upload Association CSV Uploads can be used to quickly submit many similar associations or to nullify large numbers of incorrectly or prematurely associated components. Users can upload association information from proprietary systems in an acceptable CSV format. To upload an association CSV file:


2. Select Component Registry > Associate Component. The Associate Component to Equipment panel is displayed, (Exhibit 77).

3. Select the Upload CSV tab. The Browse files to find an association CSV panel is displayed (Exhibit 104).

Exhibit 104. Browse Files to Find an Association CSV

The link to the right of the Browse button opens a template of the format expected for association uploads. It can be opened or saved (Exhibit 105).

• For additional information about preparing upload files, see CSV Association Upload File Preparation.

• If the CSV files has already been properly prepared, refer to Uploading the CSV File. This is similar to the process for registering components via CSV.

Associate Component Upload Association CSV


CSV Association Upload File Preparation Exhibit 105. Association CSV Upload Template (in Excel)

The fields are as described in the online Element Help and in the Umler Component Tracking Data Specifications Manual accessed through Umler References. The Transaction Type indicates what action the user wants done for each row of information entered:

For component associations: CA = Associate Component CN = Nullify Component Association

Notes: • A single upload file can contain both types of transactions.

• Large text entries should not contain commas (which are interpreted as field delimiters). Use dashes or other keyable characters.

• For more information, see Umler Bulk Upload Transactions CSV File Specifications. Also available through Umler References.






Associate Component Component Association Transaction History


Component Association Transaction History The history of component association transactions can be accessed using the Umler Transaction Log task. To view historical component associations:


2. Select Query > Transaction Log. The Transaction Log Search panel is displayed (Exhibit 106).

Exhibit 106. Transaction Log Search (with Element Value Criteria for Wheelset Components)

3. Set general search criteria as described in the Umler User Guide.




4. To confine the results to component transactions, set the Element Group and Element fields to one of the following:

"BOLSTER" and "Bolster Component ID - B351" "COUPLER" and "Coupler Component ID - B353" "EMERVALVE" and "Emergency Brake Value Component ID – B354" "SERVVALVE" and "Service Brake Valve Component ID – B357" "SIDEFRAME" and "Sideframe Component ID - B352" "SLAKADJUST" and "Slack Adjuster Component ID – B359" "WHEELSET" and "Wheelset Component ID - B350" "PRVALVE" and "Pressure Relief Valve Component ID - B360"

In Exhibit 106, criteria used included these fields, for a one-week period, for a user ID = TECHWRIT. The results are shown in Exhibit 107.

Exhibit 107. Transaction Log Search Results

5. To view the details of the transaction, select the ID link at the left. The first transaction is shown in Exhibit 108.

Exhibit 108. Transaction Details (for component association)

Exhibit 108 shows a component ID with a null previous element value, so this transaction represents an association event.

6. Select Done to return to the search results, or select Next to view the next component transaction details (Exhibit 109).



Exhibit 109. Transaction Details (for component nullification transaction)

In Exhibit 109, the Wheelset Component ID value is null, with a previous value of RAIL0008858801, which indicates that the association has been nullified.

7. Select Done to return to the search results or select another menu item.

Query Pre-Defined Queries


Query When the user selects Query >, the Query submenu opens:

Exhibit 110. Query Submenu

The Component Registry Query menu has the following functions:

Exhibit 111. Component Registry Query Menu Functions Pre-Defined

Queries Allows the authorized user to execute standard queries (Exhibit 112).

Advanced Query

Allows the user to prepare a custom queries using multiple criteria with Boolean operators that can be saved, run, and edited. Refer to the Railinc Advanced Query User Guide accessed using the Advanced Query Documentation tab.

Pre-Defined Queries Pre-defined queries can be used to identify:

• Components the user's company has registered (Date range allowed) • Components Associated to user's Equipment (Date range allowed) • Components the user has associated in the past 90 days.

Results are always sent as a zipped CSV file attached to an email.

To begin, select Component Registry > Pre-Defined Query. The Pre-Defined Query panel is displayed (Exhibit 112).

https://public.railinc.com/sites/default/files/documents/UG_AdvQ.pdf

https://public.railinc.com/sites/default/files/documents/UG_AdvQ.pdf



Exhibit 112. Pre-Defined Query (default panel)

Make criteria selections.

Note: Component Type can be set to Bolster, Coupler, Brake Valve Control Emergency, Brake Valve Control Service, Sideframe, Slack Adjuster or Wheelset.

Select Submit (Exhibit 113).

Exhibit 113. Pre-Defined Query (with criteria set)

A success message is displayed (Exhibit 114).



Exhibit 114. Pre-Defined Query (with success message)

The email contains a ZIP file (Exhibit 115).

Exhibit 115. Pre-Defined Query Email (with zipped CSV files attached).

Double-clicking the file within the email opens the ZIP file in a file list. Double-click again to extract in spreadsheet application (e.g., Excel).

Glossary


Glossary AAR—American Association of Railroads

Car Hire—Car Hire is a usage charge paid to car owners by railroads for the use of freight cars and appurtenances.

CEPM—Component Tracking was formerly named CEPM (Comprehensive Equipment Performance Monitoring). Components are registered in the Umler Component Registry, and associated to equipment using Component Tracking or through inputs from CRB and EHMS. The first component was wheelsets. Subsequently added components include bolsters, couplers, and side frames, etc.

Component ID—Uniquely identifiable information that includes 14 characters and is comprised of a company ID or Mark and up to 10-digit serial number. This component ID is the standard “AAR Component ID” that will be physically applied to the component during assembly.

CRB—Car Repair Billing.

EHMS—Equipment Health Maintenance System.

LCS—Liability Continuity System.

RAMP-ED—Rail Asset Management Process-Exception Disposition (RAMP-ED) system

SPLC—Standard Point Location Code.

Umler—Equipment Management Information System (formerly the Universal Machine Language Equipment Register [UMLER])

Index


Index AAR Component ID, 92 AAR Field Manual, 32

overview, 32 Rule 16-18, 38 Rule 41, 55, 56 Rule 43, 54 Rule 44, 54 Rule 47, 35 Rule 48, 52

AC (add component), 29 add, 14

component registration, 14 Component Transaction Type (AC), 29

advanced query, 89 application title, 3 Applied Qualifier, 32

AAR Field Manual, 32 roller bearings, 56 wheels, 55

associate, 58 bolster, 60 component, 58 coupler, 64 sideframe, 71 slack adjuster, 73 Transaction Type (CA), 85 wheelset, 75

Associate button, 6 description, 6 used, 61, 65, 68, 70, 72, 74, 76, 80

association, 58 component, 58 in Umler transaction log, 86 nullify, 82 query, 89 remove, 82 Upload CSV, 84

bolster associate, 60 associate View Details, 62, 66 association search, 60 diagram, 33

brake value control emergency association search, 67, 69

button, 6 Associate, 6 Component Tracking-specific, 6 Nullify, 6

CA (associate component), 85 CC (change component), 29 change, 4

company, 4 Component Transaction Type (CC), 29

checkbox (Same as), 26, 56 CN (nullify association), 85 company, 4

change, 4 select, 7

component, 9 add, 14 associate, 58 association in transaction log, 86 delete, 13 edit, 12 element help, 14

ID, 92 recalled, 61 register, 14 search, 9 view, 11

component ID, 92 AAR, 92 definition, 92 field registration, 32 for nonbarcoded wheelsets, 32

Component Registry, 1 Associate Component, 58 computer requirements, 1 prerequisites, 1 Registration, 9

Component Search, 75, 79 bolster, 60 brake value control emergency, 67, 69 coupler, 64 pressure relief valve, 79 sideframe, 71 slack adjuster, 73 wheelset, 75

Component Tracking, 5 icons, 5 menu, 5

computer requirements, 1 Condition Code, 32

AAR Field Manual, 32 axles, 55 roller bearings, 56 wheels, 55 wheelsets, 54

contact us link, 4 content area, 5 copyright, 5 coupler

associate, 64 association search, 64 diagram, 37

CSV, 28 advanced query, 91 Component Tracking association upload file preparation, 85 Component Tracking registration upload file preparation, 29 Component Tracking upload file submission, 30 Component Tracking upload validation, 31

DC (delete component), 29 delete, 13

component, 13 Component Transaction Type (DC), 29

diagram bolster, 33 coupler, 37 sideframe, 50

Display Unit icon, 4 edit component, 12 element help (component), 14 email, 30

CSV upload status, 30 query results, 89

Field Registration, 32 bolster, 33 bolster component ID generation, 36 bolster input fields, 35 Brake Valve Control Emergency, 40

Index


brake valve control emergency component ID generation, 42 Brake Valve Control Service, 44 brake valve control service component ID generation, 45 coupler, 37 coupler component ID generation, 38 coupler input fields, 37 prerequisites, 32 search for bolster, 33 search for Brake Valve Control Emergency, 40 search for Brake Valve Control Service, 44 search for coupler, 37 search for sideframe, 50 search for Slack Adjuster, 47 search for wheelset, 53 sideframe, 50 sideframe component ID generation, 52 sideframe input fields, 52 Slack Adjuster, 47 slack adjuster component ID generation, 48 start, 32 validation error, 35, 56 wheelset component ID generation, 57 wheelset input fields, 54

glossary, 92 help, 4

element, 14 page, 4

icon, 4 Component Tracking-specific, 5 Display Unit, 4

Job Code, 32 AAR Field Manual, 32 axles, 55 roller bearings, 56 wheels, 55 wheelsets, 54

Launch Pad, 4 legal, 5 legal notices, 5 link, 4

contact us, 4 Launch Pad, 4 navigational, 4 sign out, 4

locking plate, 54 log in, 7 log out, 8 logo (Railinc), 3 lookup icon (MID), 54 menu, 4

application, 4 Component Registry, 9 Help, 4 Query, 89 references, 4

MID Code, 54 multiple sessions, 7 navigational link, 4 nullify, 6

association, 82 confirmation, 82 success message, 83 Transaction Type (CN), 85

Nullify button, 6 description, 6 used, 82

page help, 4 page title, 4 pre-defined query, 89 pressure relief valve

association search, 79 privacy rights, 5 query, 89

advanced, 89 associated components, 89 pre-defined, 89 registered components, 89 results email, 89

Query, 89 advanced query, 89 pre-defined query, 89 submenu, 89

Railinc logo, 3 recalled component, 61 references, 4 Registration, 9

Add New, 14 Field Registration, 32 Search, 9 Upload CSV, 28

Rule 16-18 (Couplers), 38 Rule 36 (Roller Bearings), 56 Rule 41 (Wheels), 55 Rule 43 (Axles), 54 Rule 44 (Wheelsets), 54 Rule 47 (Bolsters), 35 Rule 48 (Truck Side Frames), 52 Same As checkbox, 26, 56 search, 9

registry component, 9 tab, 9 unbarcoded bolster, 33 unbarcoded Brake Valve Control Emergency, 40 unbarcoded Brake Valve Control Service, 44 unbarcoded coupler, 37 unbarcoded sideframe, 50 unbarcoded Slack Adjuster, 47 unbarcoded wheelset, 53

sideframe associate, 71 associate View Details, 72 association search, 71 diagram, 50

sign out link, 4 Sign-On Information, 3 slack adjuster

associate, 73 associate View Details, 74 association search, 73

system requirements, 1 terminology, 2 terms of service, 5 title, 3

application, 3 page, 4

transaction log, 86 component association, 86 component association event, 87 component nullification event, 88

Transaction Type, 29 AC, 29 CA, 85 CC, 29 CN, 85 DC, 29 upload association, 85 upload registration, 29

Umler, 5 Component Registry menu, 5 log in, 7

Index


log out, 8 multiple sessions, 7 Welcome, 8

Upload CSV, 28 Component Tracking association file preparation, 85 Component Tracking association template, 85 Component Tracking registration file preparation, 29 Component Tracking registration template, 29 email status, 30 overview for Component Tracking, 28 upload submission, 30 validation, 31

validate CSV upload, 31 View Details, 77

bolster, 62, 66 sideframe, 72 slack adjuster, 74 wheelset, 77

web interface, 3 Component Tracking page layout, 3 Component Tracking -specific elements, 5

Welcome page, 8 wheelset

associate, 75 associate View Details, 77 association search, 75 register nonbarcorded, 32

Documents

Umler Component Tracking User Guide - Home | Railinc · Umler Component Tracking User Guide 2 Revised June 2020 . User Guide Structure . This document has been organized to reflect