About the Risk Based Inspection (RBI) 581 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/or successor records.

Best Practices

When importing data using the Risk Based Inspection (RBI) 581 Data Loader, you must use the following best practices:

ID fields must not include special characters or spaces.
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) 581 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.
You must enter a valid value in the following cells in the RBI_Component worksheet; Otherwise, the row that corresponds to that component is skipped:
- Component ID
- Component Type
- Process Fluid
- GFF Component Type
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 the default values that you have specified in the RBI 581 Admin Options workspace, you can include those values in the Risk Based Inspection (RBI) 581 Data Loader. For example, if the value for the Atmospheric Condition field for an RBI 581 External Damage Evaluation record is set to Temperate in the RBI 581 Admin Options workspace. You can override this value by entering a different value in the Atmospheric Condition cell in the DME_ExternalDamage worksheet.
If you want to override values that are populated from the associated component, you can include those values in the Risk Based Inspection (RBI) 581 Data Loader. For example, the value for the Operating Temperature field in an RBI 581 Risk 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_581_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) 581 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 and Use Related Inspection fields to any of the following worksheets:
- DME_Thinning
- DME_ExternalCracking
- DME_Cracking
  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 GE Digital APM.

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 in the GE Digital APM database, it will be updated. If not, a new component will be created, and linked to the asset.
The RBI 581 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 all the 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 RBI 581 Consequence 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, a corresponding Potential Degradation Mechanism is created, and linked to the component, unless a Potential Degradation Mechanism of the same type is already linked to the same component.

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 records. Additionally, fields in the records will be populated with data based on your RBI Data Mapping. For example, an RBI 581 Risk Analysis will be populated with data from the RBI Component to which it is linked the same way it happens if you create the same records in GE Digital APM.