Condition Monitoring Roles in
Asset Reliability and Regulatory
Compliance
Dave Haerle, Los Angeles Department of Water and Power
Scott Kunze, DataSplice
Mike Johnson, DataSplice
Asset Management Definition
 Before we can understand Condition Monitoring role in
Asset Management, we must first have a common
understanding of what Asset Management is.
 Asset Management – The application of resources to
assets to produce a product with the desired qualities
now and in the future.
 Many organizations are currently striving to improve
their Asset Management.
 Most organizations are trying to figure out how to
satisfy an ever increasing regulatory burden.
 Graphically the definition looks like…
Asset Management Definition
Asset Lifecycle
Products
Resources:
Money
Employee Hours
Condition
Applied to
Design
Water
Power
With the
Monitoring is required to
accomplish Condition
Based Maintenance
Retire
Select
Assets: and Regulatory Compliance Documentation Qualities
Equipment
Vehicles
Buildings
Real Estate
Tools
Etc.
To produce
Analyze
Condition Based Maintenance Programs
are performed Operate
to accomplish the first four
&
Build
bullets
Maintain
Regulatory Compliance documentation
satisfies the last bullet
•Safely
•Reliably
•Cost Effectively
•Environmentally
Responsibly
•Regulatory
Compliance
A More Demanding Environment
Example of a New Regulation
FEDERAL ENERGY
REGULATORY COMMISSION (FERC)
The Strategic Plan – FY 2009 - 2014
OBJECTIVE 2.3 RELIABILITY
Maintain the reliability of the electric transmission grid.
STRATEGY | Process Reliability Standards in a timely manner
STRATEGY | Monitor, audit and enforce Reliability Standards
NEW COMPLIANCE TARGETS - 2010-75%; 2012-75%; 2014-80%
Reliability & Compliance Challenges
(Example)
 PRC-STD-005-1 mandates transmission facilities have a
Transmission Maintenance Inspection Plan (TMIP) in place.






Identification of Facilities
Scheduled Intervals of Maintenance
Descriptions of Maintenance, Testing & Inspection
Checklists, Forms & Reports
Condition Assessment Criteria & Status
Station Maintenance Details
 Accurate Maintenance Record Keeping
 Retention of ALL Maintenance Records for Five (5) Years
 Records Available for Inspection & Audit
 TMIP Plans & Records Subject to Regional Reviews by NERC
Team Focus
 Inspect and Test; In order to be compliant with
regulations companies must routinely inspect, test,
monitor and maintain various parts of the their
systems. They must be able to present proof to
auditors that they do so.
 In order to accomplish this they must:
 Understand the Regulations
 Develop Policies and Basis
 Develop Maintenance Programs & Details
 Execute Maintenance Inspection\Test Program
Fragmented
Condition Monitoring Data
Remote Monitoring
Center
Data is currently collected by
many different means including:
Shops
• Installed instrumentation
•People performing inspections
•People performing tests with
instruments
ASSET
These people work for many
different groups.
The data is stored in many
different forms, formats and
locations.
Maintenance
Testers
Operations
Reliability &
Compliance
Model
Project Hypothesis
 Currently no one vendor can provide all the
functionality required to satisfy their customers needs
related to condition monitoring data in order to:
 Satisfy the ever growing regulatory burden that their
customers face.
 Drive the condition based maintenance programs that
their customers need to implement.
 The right group of companies working collaboratively
can.
 This approach serves both the customers and the
vendors.
Condition Monitoring Alliance
 DataSplice is facilitating the development of a
“reference architecture” to enable the capabilities
required for Condition Monitoring to satisfy Regulatory
Compliance and Condition Based Maintenance needs.
 Condition Monitoring and Data Analysis Layer –
Normalized Between Alliance Members
 Equipment Testing (PowerDB)
 Onsite Monitoring of Installed Instrumentation
(OSIsoft)
 Field Inspection (DataSplice)
 Others TBD
 These products will be engineered to work together now
and through future updates.
PowerDB
 PowerDB is used to consolidate and standardize large
volumes of data acquired through the use of test
instruments.
 It can:
 Be configured by trained Non-IT people
 Store and trend large amounts of test data
 Interface with test instruments from various
manufacturers
 Store many test procedures
 Advise technicians when set points are exceeded
 Interface with Maximo
 An illustration of its function is…
PowerDB Diagram
Maximo: Downloads equipment
and work order data to the PowerDB
Server.
Maximo
PowerDB
(Server)
PowerDB
(Local)
Equipment
Test
Instrument
PowerDB server: Downloads
previous test data to local machine.
PowerDB on the local machine:
Provides instructions to technician
and interfaces with the test device
and the equipment to collect test
data.
This data can be compared
with previous results and set points.
Upon return to office, the technician
uploads the test results to the
PowerDB server.
OSIsoft
 OSIsoft is used to pull large volumes of data acquired
through the monitoring of installed instrumentation.
 It can:
 Provides Time-Series Data Collection
 Off-the-Shelf Integration to Most Systems
 Converts Real-time Information into Actionable
Information
 Provides Event Notification
 Interface with Maximo
DataSplice Handheld\Laptop Data Collection
 DataSplice is used to collect field readings from
equipment measurement points that require a physical
inspection.
 It can:
 Inspection plans can be generated by Non-IT people
 Field personnel are procedurally guided through
rounds and the inspection point criteria that are
determined by the state of the equipment.
 Advise technicians when inspection points are
exceeded and allow for a work order creation
 Supervisors can easily oversee alarm conditions
and take appropriate action, create a work order.
 Interface with Maximo and other condition
monitoring systems.
DataSplice Diagram
Maximo: Downloads equipment
and work order data to the DataSplice
handheld\laptop.
Maximo
DataSplice
(Local)
DataSplice on the handheld\laptop:
Provides instructions to technician
on the inspection steps and
procedurally guides them through the
inspection process.
This data can be compared
with previous inspection readings.
Equipment
Inspection
Upon return to office, the technician
uploads the inspection results to
Maximo or the appropriate condition
monitoring database.
Reliability &
Compliance
Model
Questions
On behalf of the Alliance Team we would like to once again Thank
You for taking time out of your busy schedule to review our new
platform with us.
Dave Haerle, LADWP, [email protected]
Scott Kunze, DataSplice, [email protected]
Mike Johnson, DataSplice, [email protected]