Advanced AMS Machinery Manager - RBMview Source/Author: Product: Technology:

Bob O'bannon RBMWare AMS Machinery Manager

Classification: Section One Introduction to RBMview Objectives Introduce the RBMview program and familiarize the user with simple reporting options. Perform an RBMview lab to generate example reports from the Example.rbm database.

RBMview Introduction RBMview Features and Functions RBMview for AM uite! Machiner" #ealth Manager is a tool which provides a high$level overview of "our entire plant Reliabilit"$Based Maintenance %RBM& program. RBMview is designed to provide efficient processing of information to achieve the following goals. Provide a central location for current and historical RBM information about e'uipment. Provide a means to trac( and monitor RBM events such as alarms and problems. Establish a magnitude or ran( of significance of information and events relating to e'uipment. Present a high level view of the current status of e'uipment while allowing the user to drill down or navigate to the supporting information. Provide a means to generate and trac( problems) wor( orders) reports and graphs related to e'uipment. Enable two$wa" communication via an open industr" standard protocol Machiner" Information Management *pen "stems Alliance %MIM* A& +or( Integrator with ,omputerized Maintenance Management "stems %,MM & to re'uest maintenance action and obtain follow$up information. Note! +ith man" new features and functions) RBMview is the successor to the Master-rend ,ase #istories ,ompilation %,*MPI.& and the Automated Report /eneration %REP*R-& modules. Full Integration with AMS Machinery Manager RBMview is designed to be full" integrated with , I0s AM Machiner" Manager application suite. All AM Machiner" Manager technolog" anal"sis programs are designed to report alarms and problems directl" for trac(ing in RBMview. E ui!"ent #$istories#% Alar"s% &roble"s% and Faults

+ithin "our RBM program) each piece of e'uipment serves as the folder for all information pertaining to the piece of e'uipment "ou are trac(ing in "our RBM program. 1nder the e'uipment is all of the alarms) problems) wor( orders) etc. associated with a problem or other trac(able item associated with the piece of e'uipment. 2ou t"picall" will have one problem or wor( order open at an" given time for each piece of e'uipment "ou are trac(ing. -hese files can be open or closed. An open problem is one which "ou are activel" trac(ing. +hen "ou have completed all wor( necessar" to bring a piece of e'uipment bac( into an acceptable state of service the it gets closed. If "ou later discover new or reoccurring problems with a piece of e'uipment) "ou can reopen a closed problem or) preferabl") create a new one. -wo important RBMview events are alarms and problems. An alarm is reported to RBMview when an AM Machiner" Manager anal"sis program such as Exception Anal"sis %E3P*R-& detects that a measurement point has exceeded a predetermined level. 4or example) when Exception Anal"sis detects that a bearing vibration amplitude exceeds a preset level) an Alarm is reported to RBMview. Alarms can then be manuall" assigned to problems. Problems can be created within RBMview or reported b" (nowledge$based RBM applications such as , I0s Automated 4ault 5iagnostic Expert %6spectr&) Motor7iew and *il7iew. -hese applications automaticall" screen and diagnose data gathered on e'uipment. -he diagnoses can then be reported to RBMview as problems. +hen a problem is reported to RBMview) it is assigned to an e'uipment case histor" for trac(ing. Associated with problems are faults such as outer race defect or bro(en rotor bar. 4aults are selected from among an extensive list of predefined faults stored in the 4ramewor( 8nowledge database. -he (nowledge$base AM Machiner" Manager programs such as 6spectr automaticall" associate a fault with a problem. #owever when "ou create a problem from within RBMview) "ou manuall" associate a fault with the problem. Problems can be reported from an" database accessible to the software. Extra anal"sis and images can be added to the problems from within the RBM7iew program. 'or( Orders RBMview allows the trac(ing of wor( orders generated manuall" or b" an external information9enterprise s"stem. 5ata from manuall" created wor( orders must be manuall" entered into RBMview. 5ata from wor( orders generated b" an external information9enterprise s"stem can be lin(ed to RBMview via Asset Mapper. -he wor( order summarizes information such as the wor( to be performed and trac(s progress from creation date to completion date. Fault Fra"ewor( )atabase RBMview emplo"s a special (nowledge database %5B.oo(up.mdb& to store predefined descriptions for faults) observations) actions) and root causes. RBMview &rogra" Modules RBMview is built around the following program modules. E ui!"ent $istory *For"erly +ase $istory, Manager E'uipment histor" manager provides the basic functions necessar" to create and trac( problems and wor( orders.

Status-at-a-.lance Module -his module is included in the full version of RBMview. tatus$at$a$/lance presents a concise high$level view of "our RBM program including! 1. Problems and Alarms 2. +or( *rders 3. Asset Mapper +ith tatus$at$a$/lance) the user can drill down to view more detailed information) access existing e'uipment histories) and create new problems and wor( orders. E ui!"ent $istory "odule E'uipment histories provide an interactive archive of information about each piece of e'uipment "ou are trac(ing. -his application enables the user to organize and manage the activities associated with correcting one or more problems on a single piece of e'uipment. -he user can! Identif" problems associated with the e'uipment. .aunch , I applications for diagnosing the problems. ,reate and edit memos to document Events associated with repairing the e'uipment. ,reate and trac( wor( orders. Maintain a financial status and audit trail associated with repair. Identif" the root cause of the e'uipment failure

Re!orting Module ome of the features of Reports include! 1. Embedded graphics files 2. Powerful 'uer" and filtering capabilities 3. Reports ma" include anal"sis data from multiple technologies .ra!hing Module -his module is included in the base$level AM Machiner" Manager pac(age. An enhanced version which supports additional graph t"pes is included in the full version of RBMview. /raphing capabilities include! Multiple graph st"les /raph problems b" scheduling priorit") primar" component) e'uipment t"pe) fault t"pe) etc. :uer" filters allow pinpointing the items to be plotted.

Asset Ma!!er "odule Asset Mapper) accessed through tatus$at$a$/lance) provides the tools necessar" to map external enterprise9information s"stem asset database entries to RBMview. $ow to use the RBMview &rogra" /he basic ste!s ,ollect RBM data on a piece of E'uipment using standard , I Machiner" Anal"zers.

5ownload and anal"ze the data with AM Machiner" Manager0s technolog" programs. Report alarms and problems to RBMview via the lin( from AM Machiner" Manager. -his information will be displa"ed under the alarms and problems tab in tatus$at$a$/lance. ,ompile all information about the e'uipment including alarms) problems) and bulletins into an e'uipment histor" for trac(ing in RBMview. -his information will be displa"ed under the e'uipment histories tab in tatus$at$a$/lance. 1se RBMview anal"sis tools to generate actions and create problems and wor( orders. -rac( the wor( order. -his information will be displa"ed under the wor( order tab in tatus$at$a$/lance.

Note! +or( orders issued b" an external information9enterprise s"stem can be trac(ed b" RBMview. Perform the recommended service. ,lose the problem or wor( order. After the wor( order is completed and the file is closed) RBMview maintains the histor" for future reference and trac(ing. -he closed file can be reopened at an" time b" changing the tatus field from closed to open. -o change the status) right$clic( in the right pane and choose closed or open.

6ow we will loo( at the program screens and examine some wa"s to use the software. +e will be concentrating on the document and report options available in RBMview. After "ou have started the AM Machiner" Manager program) clic( on the )ocu"ent0Re!ort tab to locate the RBMview program icon. 5ouble clic( the icon to start the program. *pen the E1a"!le2rb" database.

-he following screen will displa".

RBMview has a new loo(. -a(e note of the message that appears upon launching RBMview. If "ou prefer to use RBMview in the alternate mode clic( on -ools) and Preferences as shown below. 1nder the /eneral tab put a chec( in the bloc( beside 1se *ld t"le creens. -he tatus$At$A$ /lance and E'uipment #istor" Manager modules are available from the :uic( :uer" screen) along with the option to open a new database. -o streamline our learning process we will clic( the +ancel button on the 'uic( 'uer" screen and loo( at the toolbar options for reporting and e'uipment histor" management. +e will examine the report option first to loo( at some t"pical reports.

If "our program is in the :uic( :uer" mode) clic( on ,ancel to close it out.

+hen 1sing the 6ew screens) the main RBM7iew screen will appear as follows.

-his screen is shown expanded to the &roble" .evel. All the Programs run in the following examples are available from this displa". +hen "ou open RBMview the following screen appears.

,lic( on the Re!orts button to view these options.

In the Reports module) there are three t"pes of reports! )etail% Miscellaneous% and Su""ary. ,lic( on the plus %;& sign next to the 5etail option to view the available reports. -he )etail option includes reports on E'uipment 5etail) Problem 5etail A) Problem 5etail B) Problem 4ollow up) and a +or( *rder 5etail report.

,lic( on the Miscellaneous report option. #ere we have reports on Assigned Actions) 4ault 4ramewor( ,ontents) Problem ,ount *ver -ime) -op <= 4ault ,lassifications) and -op <= Root ,ause.

,lic( on the Su""ary option to view these options. -he Su""ary report option contains reports on ,ost Anal"sis) ,umulative ,ost -able) Problem ummaries A) B) > ,) tatus Event ummar") -echnolog" Event ummar") and a +or( *rder ummar".

-here are three setup and selection tabs on the right of this screen) Facility% Misc2 Filters% and Out!ut. ,lic( on the plus %;& sign under the 4acilit" cope tab to expand the ?.ocal #ost..........? options%5atabase .evel&. Expanding the .ocal #ost displa"s the areas defined in this database. -o expand levels and displa" the e'uipment in an area) double clic( on the area name or single clic( on the ; ad@acent to the name of the area "ou want to expand.

-o generate a report) "ou must select the appropriate report and expand the facilit" scope to include the e'uipment desired for the report. ,lic( on the correct e'uipment to highlight it and then clic( on Sub"it to run the report. +e will examine the Misc Filters and Out!ut tab settings first. ,lic( on the Misc 4ilter tab to view these options.

A filter allows the user to focus his search to specific areas of interest. -he /i"e Sco!e filter allows the user to select from several options that will be useful to focus the search to specific times. -he Status filter loo(s for open) closed) or both. -he Source for the reports can be focused to both the anal"st and to the tool %-ool implies the RBM Anal"sis program used to generate the report) for example) 6spectr&. +e will loo( at the selection options for both the anal"st and the tool next. ,lic( on Select in the Anal"st field. -he elect 1sers to Include in :uer" screen displa"s.

-he filter can be set b" selecting Select All as shown) or b" clic(ing on Re"ove All and re$ selecting the appropriate user from the left hand field. ,lic( O3 when finished. ,lic( on the /ools filter to view these options. -he list of selections is shown below. ,lic( on 4ib0&eriodic and select it.

#ere we will Select All. +hen we choose to elect All) the All Items screen expands to show all options in the left hand field. #ighlight the one "ou want as the source of the report and clic( on O3.

#ere the 6spectr item was highlighted. -he effect of this is to focus the report search to onl" problems reported through 6spectr. Note! Be careful with the filter settings "ou choose. 2ou ma" conceivabl" eliminate all "our reporting options and run a ?(now nothing? report. ,lic( on O3 to continue. -he Reports screen as shown below will reappear. 6ext we will examine the Out!ut tab to loo( at these options.

-he *utput options are Printer) Preview +indow) and Editor.

4or this class ma(e sure the report is going to the &review 'indow. ,lic( on the Facility tab to see the list of areas available. elect the area and e'uipment to run the Problem 5etail B report on. ,lic( on the Industry Area and on the first machine in the list) the Recirculation Pump AB.

,lic( on Sub"it to run the report. -he report will be generated and sent to the selected output option.

.et0s loo( at another report that will prove useful. +e will run the e'uipment detail report on the industr" area. ,lic( on )etail% E ui!"ent )etail) and on the Area name in the field to the right. ,lic( on Sub"it to run the report. 6otice that the extent of the report will depend on how far "ou expand the 4acilit" cope tree. All these reports can be run on the entire database) the area) or the e'uipment levels.

-his report was run on all open cases in the A< area. -hese two example reports demonstrate the operation of the reporting functions in the RBMview module. Experiment with the various options for reports to find the best t"pes of reports for "our particular application.

E ui!"ent $istory Manager

In this section we will examine the E'uipment #istor" Manager. ome of the editing functions will be explored. E'uipment #istor" Manager is also accessible from Plot 5ata.

4rom the main menu of RBMview) clic( on the E ui!"ent $istory Manager button. -he E'uipment #istor" Manager screen will appear.

Expand the tree b" clic(ing on the plus %;& sign. +hen the database tree is expanded) the areas in the database show on the list. Expand the tree to displa" the entire list of information as shown.

-he expanded tree is shown .,lic( on the ; next to the Recirculation &u"! 56 to expand the tree to the next level. +ith the tree full" expanded all of the Problems and +or( orders are displa"ed.

,lic(ing on a Problem activates that problem enabling "ou to edit the problem as needed. Right clic(ing on the problem allows additional editing such as Renaming) Inserting) aving) and 5eleting problems. After Right clic(ing on a problem choose from one of these options. ,lic( on 4ault 5escription. -his launches the earch and election screen. -hese allow "ou to enter important information at the clic( of a mouse) instead of t"ping in from the (e"board. ,lic(ing on the down arrow beside each field allows "ou to choose from a recentl" used list.

,lic( +ancel to return to the main menu. 2ou ma" also include information such as Primar" and secondar" component) fault location) *bservations) and recommended actions using the same convention. If needed) a new problem ma" be added at this point.

,lic( +ancel to return to the main menu. 'or( Orders -he next section deals with the last level of data entr". +or( orders are an integral part of "our machiner" maintenance efforts. +ith the tree expanded) clic( on a wor( order. -his page allows "ou to enter data such as a wor( order number) status) financial data) and audit data.

+e will fill in the wor( to be done in the +or( 5one field next. -"pe in as shown below. 6ext let0s fill in the +osts area of the +or( *rder. 4or this example) we will use the Actual cost to repair the e'uipment in a timel" manner. -he Esti"ated +osts will be for a repair that resulted from a run to failure mode.

4ill in the numbers as shown and clic( on the A!!rove button.

,lic( on the date button and select the <B th of 6ovember as the date. ,lic( on the ?*8? button on the box to save the changes. 6ow clic( on the Plan button. 1se a date of <<$<C$DE for the plan date.

+e are now read" to fill in the ,omplete date. -his can be interpreted as the ?,ompleted B"? date.

+e will use a date of <<$FD$DE for the complete date. ,lic( on the ave button on the left upper button bar to save these changes. A7E !

-he wor( order is now complete. Status-At-A-.lance -he next RBMview feature we will review is the ? tatus At A /lance? module. Status At A .lance presents three views of "our RBM program. -hese views are available as tabs along the top of the tatus at a /lance window. -he 7iews are! Alarms and Problems +or( *rder Asset Mapper

,lic( on the Status at a .lance icon to start the program.

Alar"s and &roble"s +e will examine the options in the Alarm and Problem tab first.

,lic( on the plus %;& next to the database name to expand the tree) then on the ; for AreaG<. Expand the Recirculation Pump AB to show the Alarm and Problem information. -his tab displa"s a tree of alarm and problem events generated b" other RBM applications and reported to RBMview. Alarms are generated b" applications such as Exceptions Reporting and 5iagnostic Plotting. Problems are generated b" the user or expert applications such as Automated 4ault Anal"sis %6spectr& or Motor7iew. )ouble clic(ing on a problem launches the e'uipment histor" editor. 'or( Order .i(e the Alarms and Problems tab) double clic(ing on a wor( order opens it) allowing editing.

Asset Ma!!er ,lic( on the Asset Mapper tab.

-he Asset Mapper shows an overview of each area and the e'uipment in it with an iconic assessment of the status. RBMview communicates with various external information9enterprise s"stems including ,omputerized Maintenance Management "stems %,MM &. RBMview uses the Asset Mapper function to map or create a correspondence between external information9enterprise assets and AM Machiner" Manager e'uipment and components. -he Status at a .lance module provides a 'uic( method to loo( over the status of all the E'uipment in the database and to review the Alarms and Problems) and +or( *rders on that e'uipment. It also will provide a tie to the plant ,MM s"stem for overall control and trac(ing of wor( on the e'uipment. Note! -he information @ust presented is not intended to be a complete review of the information in tatus at a /lance. It is an overview. Overview o7 the 8ueries Module

4rom the AM Machiner" Manager main selection menu) clic( on the 8ueries icon to begin. A 'uer" is a re'uest for information at various levels of the RBMview database.

-he :ueries menu will displa".

,lic(ing on the down arrow in the :uer" field displa"s the options for the 'uer". Also choices are made for starting and ending dates) the magnitude of reports) the anal"st) and whether to include closed reports or not.

-he selection menu returns and allows the user to set several filters to focus the 'uer". -he available filters are the Start and End date) the Analyst) the !riority %lowest to highest&) and the Include +losed information. ,lic( on the &roble"s 'uer". +e will not limit the search with the filters. ,lic( on the Search button.

-he search has located several problems. ,lic( the +ancel button. Overview o7 .ra!hics Functions -he graphics option in RBMview allows the user to pictoriall" represent important data for the RBM database. -here are setup options for man" t"pes of graphs) from H$5 bar graphs to F$5 pie charts on selected data and information from "our database. +e will demonstrate how to set up a graph for one (ind of data in our database. tart RBMview and clic( on the gra!h icon to start the graphics module.

+hen the graph setup screen appears) we see that it has I setup tabs) Facility% Event Filters% Miscellaneous Filters% 9 Miscellaneous )ata2

In the .eft hand area of the window) we will select the Available /y!es as a graph of 4aults b" 4ault -"pe. +e will drill down on the 4acilit" and show the database tree. -his will allow the user to select the database level %database) area) e'uipment& to run the graph on. +e have clic(ed on the ; sign next to the database name to highlight all the areas. -his will run the graph on all 4aults b" 4ault -"pe for all the database. -o focus the search to an area or a machine) select the area and ma(e sure it is the onl" one highlighted. -o loo( at a graph on a machine) highlight the area it is in and clic( on the ; sign ad@acent to the area to expand it. -hen clic( on the machine "ou want to graph.

+e will be graphing the all 4aults B" 4ault -"pe for the entire database. ,lic( on the Event Filters tab to view these options. -he default is to show all e'uipment and faults. If "ou want to change these settings) clic( on the Select button to loo( at the search options for Faults.

+hen the fault search and selection screen appears) we have a +lassi7ication Search and a 'ord search option. -he +ord search is disabled unless chec(ed and the ,lassification earch is operated li(e an" other tree in the software. +e will leave these settings as is for this demonstration. ,lic( on O3 to return to the main settings screen.

,lic( on the Misc2 Filters tab to view these.

#ere the setup for date and time filters) status filters) magnitude filters) and the data source for the anal"st and tool can be set.

+e will leave these set to All for our example. ,lic( on the Misc2 )ata tab to see these.

+e will again accept the defaults. ,lic( on O3.

-his is an example of the H5 Bar graph. Along with the tool bar of the graph are some options for the graph. +e will examine these next.

-he first button allows the graph to be saved as a &icture. -he second tool button co!ies the graph to the clipboard. -he third button &rints the graph. -he fourth button is the &rint &review button. -he fifth button displa"s the F5 chart of the selected info. %As hown below&

-he sixth tool button is the Filter option. -he last tool button is the /raph Properties button. -he graph Properties has <B tabs of various settings controlling all parameters of the graphics module.

RBMview :ab Objective 1se the RBMview ,ase #istor" Manager to edit a case histor" on selected e'uipment in the 4ault.rbm database. 1. 1sing the Fault2rb" database) edit the ,ase #istor" on the #/enter ;one < Su!!ly Fan# in the Fil" &lant Area to reflect a higher priorit" %<== or ?+hite #ot?& and add a new fault) +ou!ling Misalign"ent. ,reate a H dimensional /raph using the /raphing options in RBMview. 1. witch to the E1a"!le2rb" database and run a graph of #&roble"s by Fault /y!e# on Area =. 2. +hen viewing the graph) loo( at the options in the &re7erences tool.