About the Thickness Monitoring (TM) Data Loaders General Loading Strategy
This topic describes the best practices to loading the data and the order in which the data will be loaded.
Best Practices
For Oracle databases, valid cell values are case-sensitive.
The imported data must load in a specific sequence in order to successfully populate fields, to create records, and to link them to the predecessor and successor records.
The Thickness Monitoring (TM) Data Loaders map the datasheet columns in the data loader workbooks to fields in GE Digital APM families by their position. Therefore, you must not change the column positions and IDs. You can, however, change the captions if needed.
ID fields must not include special characters or spaces.
Columns (including columns representing custom fields) in the worksheets should be formatted as Text.
You must consider the rules described in the Workbook Layout and Use section of this document while using the data loader workbooks.
Details related to an Equipment that is linked to a TML Group or a TML must always be entered on the Assets and Asset_CAS worksheets of the Thickness Monitoring (TM) Equipment Data Loader even if the Asset has already been loaded earlier. Similarly, details related to a Functional Location that is linked to a TML Group or a TML must always be entered on the Functional_Location and Functional_Location_CAS worksheets of the Thickness Monitoring (TM) Funcational Location Data Loader even if the Functional Location has already been loaded earlier.
In addition to the fields included in the data loader workbooks, if you want to add values for more fields for a record, you can add columns for those fields on the appropriate worksheet.
Note: The fields that you want to add to the data loader workbooks must already exist in the corresponding family. If not, you must add the fields to the family via Configuration Manager.
Do not delete a worksheet in the data loader workbooks.
Load Sequence
The data must be loaded in the following sequence to successfully populate fields, create records, and link them to the predecessor and successor records:
The Assets or the Functional_Location worksheet is processed.
If you are using the Thickness Monitoring (TM) Equipment Data Loader, then it searches for the Equipment that corresponds to the Equipment ID, CMMS System, and Equipment Technical Number information that you provide on the Assets worksheet. If you are using the Thickness Monitoring (TM) Functional Location Data Loader, then it searches for the Functional Location that corresponds to the Functional Location ID and CMMS System information that you provide on the Functional_Location worksheet.
If an Asset specified on the worksheet does not exist, it will not be loaded. In addition, the TML Groups and TMLs linked to the Asset are not loaded.
The Asset_CAS or the Functional_Location_CAS worksheet is processed.
If you have entered values in all the mandatory cells and if the details of an Asset on this worksheet match the details on the Assets or the Functional_Location worksheet, then:
A Corrosion Analysis Settings record is created, and linked to the Asset using the Has Corrosion Analysis Settings relationship.
An Asset Corrosion Analysis record is created, and linked to the Asset using the Has Corrosion Analyses relationship.
If you do not enter values (in cells other than the mandatory ones) on this worksheet, then default values are used.
The TML_Group worksheet is processed. For each TML Group, if the details of the Asset on the TML_Group worksheet match the details on the Assets or the Functional_Location worksheet, then a TML Group record is created, and linked to the Asset using the Has TML Group relationship.
The TML_Group_CAS worksheet is processed. For each TML Group:
A Corrosion Analysis Settings record is created, and linked to the TML Group using the Has Corrosion Analysis Settings relationship. The fields in the Corrosion Analysis Settings record are populated with the corresponding values on the Asset_CAS or the Functional_Location_CAS worksheet.
If you have entered values on the TML_Group_CAS worksheet, the values in the fields in the Corrosion Analysis Settings record linked to the TML Group are replaced with the values on the TML_Group_CAS worksheet.
An Asset Corrosion Analysis record is created, and linked to the TML Group using the Has Corrosion Analyses relationship.
The TML worksheet is processed.
If you have entered a value in the TML Group ID column on this worksheet, then a Thickness Measurement Location is created and linked to the TML Group using the Has DataPoints relationship. Otherwise, the TML is linked to the Asset that you have specified on this worksheet.
The TML_CAS worksheet is processed. For each TML:
A Corrosion Analysis Settings record is created, and linked to the TML using the Has Corrosion Analysis Settings relationship. The fields in the Corrosion Analysis Settings record are populated with the corresponding values on the TML_Group_CAS, Asset_CAS, or Functional_Location_CAS worksheet, depending on whether the TML is linked to a TML Group, Equipment, or Functional Location respectively.
A TML Corrosion Analysis record is created, and linked to the TML using the Has Corrosion Analyses relationship.
If you have entered values on this worksheet, the values in the fields in the Corrosion Analysis Settings record linked to the TML are replaced with the values on the TML_CAS worksheet.
The Measurements worksheet is processed. For each row on this worksheet, a Thickness Measurement record is created (or updated), and linked to the TML using the Has Measurements relationship.
Note: For a given TML, if two or more rows contain the same value in the Measurement Date field, then only one Measurement record is created. The fields in that record are populated with values in the last row among them.
After you load the data, the updated assets appear in the Assets and Assets Requiring a Calculation sections on the Thickness Monitoring Overview page. You must calculate all the analyses that you have loaded because they are not calculated automatically after you load the data.