About the Risk Based Inspection (RBI) 580 Data Loader General Loading Strategy

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.

Best Practices

When importing data using the Risk Based Inspection (RBI) 580 Data Loader, you must use the following best practices:

ID fields must not include special characters or spaces.
For Oracle databases, valid cell values are case-sensitive.
Columns (including columns representing custom fields) in the worksheets should be formatted as Text.
Import a maximum of 500 assets in each data load.
Do not try to create and update a component in the same data loader workbook.
Ensure that you enter values in cells that correspond to fields required to calculate an analysis. Otherwise, the analysis and related records are not created or updated after you load data.
When a field whose value is required based on the value in another field is blank:
- If you are using the dataloader to create the analysis, the RBI Analysis and related records will not be created.
- If you are using the dataloader to update the analysis, the fields for which data exists are updated in the database. However, an error is logged in the log file of the import job.
You must consider the rules described in the Workbook Layout and Use section of this document while using the Risk Based Inspection (RBI) 580 Data Loader.
If you have entered data related to an analysis or a DME, then you must always enter data of the associated component in the RBI_Component worksheet, even if the corresponding Criticality Calculator RBI Component record exists in the GE Digital APM database.
When you use the data loader to create an analysis and a cell that requires a Boolean value is blank, the corresponding field in GE Digital APM is updated with the value False. When you use the data loader to update an analysis and a cell that requires a Boolean value is blank, the corresponding field in GE Digital APM is not updated. Therefore, to avoid ambiguity, we recommend that you enter the valueTrue or False in the cell and not leave it blank.
If you want to override values that are populated from the associated component, you can include those values in the Risk Based Inspection (RBI) 580 Data Loader. For example, the value for the Operating Temperature field in an RBI Criticality Analysis is populated from the corresponding field in the associated RBI Component. If you want to override this value for the analysis, you must include a column for Operating Temperature in the RBI_Criticality_Analysis worksheet in the data loader workbook, and enter the value in that cell.
In addition to the fields included in the Risk Based Inspection (RBI) 580 Data Loader, if you want to add values for more fields for a record, you can add columns for those fields in the appropriate worksheet.

Note: The fields that you want to add to the data loader workbook must already exist in the corresponding family. If not, you must add the fields to the family via Configuration Manager.
You should not add columns that correspond to fields in the Outputs and Intermediate Outputs sections of a datasheet; Otherwise, the calculations might not be correct.
You should not add a column that corresponds to the Use Combined Confidence field to any of the following worksheets:
- DME_Environmental_Cracking
- DME_External_Corrosion
- DME_Internal_Corrosion
  The Use Combined Confidence field is part of the integration of the Risk Based Inspection and Inspection Management modules. A value should only be set in the GE Digital APM application.
If you want to add a column to the Criticality RBI Component worksheets that corresponds to the Source of Calculated Corrosion Rate field, you must consider the following:
- Every row (i.e., every component) on the Criticality RBI Component worksheets will require a value in the Source of Calculated Corrosion Rate column.
- In the baseline GE Digital APM system, this cell may only contain one of the following System Code IDs:
  - ASSET
  - COMPONENT
  - MANUAL
  The list in this field is populated by the MI_RBI_CALC_CORRO_SRC System Code Table. If the System Code Table has been customized, the valid values could be different. To verify which options are acceptable in your GE Digital APM system, via Configuration Manager, reference the appropriate table.
- If you want to set the Source of Calculated Corrosion Rate for a Criticality RBI Component to Component (COMPONENT), that component must be linked to a TML Group. Thickness Monitoring data should be available, and an existing, calculated Corrosion Analysis should exist in Thickness Monitoring so that the Long Term Avg. Corr. Rate and Short Term Avg. Corr. Rate fields can be correctly populated on RBI Criticality Analyses for the component.
  Because the component must already be linked to a TML Group, you should not specify Component as the setting during Insert operations. You should specify Component only for Update operations.
- If you want to set the Source of Calculated Corrosion Rate for a Criticality RBI Component to Asset (ASSET), the corresponding Equipment record must already have Thickness Monitoring data available, and an existing, calculated Corrosion Analysis should exist in Thickness Monitoring so that the Long Term Avg. Corr. Rate and Short Term Avg. Corr. Rate fields can be correctly populated on RBI Criticality Analyses for the component.
- If you want to specify values for the Long Term Avg. Corr. Rate and Short Term Avg. Corr. Rate fields, set the Source of Calculated Corrosion Rate for a Criticality RBI Component to Manual Entry (MANUAL).
  By default, the value in the Source of Calculated Corrosion Rate field is Manual. Unless you want to specify one of the other valid values, you do not need to add a Source of Calculated Corrosion Rate column to the Criticality RBI Component worksheets.

Load Sequence

The data is loaded in the following sequence in order to create all necessary relationships between records:

The Assets worksheet is processed. The Data Loader searches for the asset that corresponds to the Equipment ID, CMMS System, and Equipment Technical Number information that you provide in the Assets worksheet.

If an asset specified on the worksheet does not exist, it will be skipped, as well as all entries in the subsequent worksheets corresponding to that asset.
The RBI_Component worksheet is processed. The Data Loader searches for the RBI Component based on the asset data and the values in the Component and Component Type cells.

If a component exists, it will be updated. If not, a new component will be created and linked to the corresponding asset.
The RBI_Criticality_Analysis worksheet is processed. For each row based on the cells specified in steps 1 and 2, a new analysis is created and linked to that component. You cannot update an analysis using the data loader workbook. The value in the Analysis Unique ID cell is not stored but will be used to identify corresponding Degradation Mechanism Evaluations and Consequence Evaluations specified on the subsequent worksheets that should be linked to the analysis.

If there is invalid data for calculating an analysis, the row that corresponds to that analysis is skipped. All the Consequence Evaluations and DMEs linked to that analysis are also skipped.
The Consequence_Evaluation worksheet is processed. For each row based on the cells specified in steps 1 to 3, a Consequence Evaluation is created and linked to the specified analysis.
The worksheets representing Degradation Mechanism Evaluations are processed. For each row based on the cells specified in steps 1 to 3, a Degradation Mechanism Evaluation is created and linked to the specified analysis. Additionally, for each Damage Mechanism specified and linked to the analysis, a corresponding Potential Degradation Mechanism is created and linked to the component, unless a Potential Degradation Mechanism of the same type is already linked.

When the Degradation Mechanism Evaluations are processed, if you have not included a Degradation Mechanism in the worksheet that corresponds to an existing Potential Degradation Mechanism on the component, that Potential Degradation Mechanism will be unlinked.

Data that you specify in the cells on each worksheet will be included in the new records. Additionally, fields in the records will be populated with data based on your RBI Data Mapping. For example, an RBI Criticality Analysis record will be populated with data from the Criticality RBI Component record to which it is linked as expected when normally using Risk Based Inspection in GE Digital APM.