Overview

Overview of Assets

The Assets page in GE Digital APM contains the Asset Hierarchy and Asset Group that provide a dynamic way to interact with and view your assets.

Simply, the Asset Hierarchy displays records in the database and how they relate to one another. It provides a dynamic view of functional locations, equipment, and their associated analyses by navigating through the system based on the assets themselves.

Asset Groups are collections of assets, grouped together for analysis. An Asset Group can be created ad hoc in the Asset Group section or during the associated workflow. An Asset Group can be saved and reused for different types of analyses. For example, if you wanted to perform an ACA and an RBI on the same 20 pieces of equipment, you can create an Asset Group with those 20 equipment, and use the same group for each analysis.

About the Asset Hierarchy

GE Digital APM is built on the premise that, within your company, there are multiple functional locations that can be organized in a hierarchy to represent the fact that some locations belong to other locations. These relationships create the Asset Hierarchy.

Navigating the Asset Hierarchy

The Asset Hierarchy allows you to browse your assets from the top level functional location, as shown in the following image: 

  • Company (MRD ~ Meridium, Inc.)
  • Sites (MRD-ROA ~Meridium Roanoke)
  • Areas (MRD-ROA-REFN ~ Meridium Roanoke Refining)
  • Units (MRD-ROA-REFN-RF065 ~RF065 -TREATING)
  • Functional Locations (MRD-ROA-REFN-RF065-G0022-065)

  • Equipment (G0022-065 ~ 000000000001034757 ~ PUMP)

Note: As a standard practice, we assume that your equipment is installed at locations that exist on the lowest level of your location hierarchy.

The <Asset Name> Page

As you navigate through the Asset Hierarchy, at each level, information about the Health, Reliability, Strategy, and Integrity of that level is displayed on the <Asset Name> page. The <Asset Name> page provides a snapshot of all the data in GE Digital APM related to the asset selected in the Asset Hierarchy. For each Health, Reliability, Strategy and Integrity item, there is a hyperlink displaying the number and type of analysis performed against that asset. The hyperlinks, once selected, open the analyses or inspections in a new tab while maintaining the selection in the Asset Hierarchy.

Figure: Example: View an Asset Criticality Analysis from an asset in the Asset Hierarchy

To view the ACAs for the Area Meridium Roanoke Refining:

  1. Navigate to the Area Meridium Roanoke Refining.

    Meridium Roanoke Refining is selected in the Asset Hierarchy, the Meridium Roanoke Refining page is displayed, and the Health tab is selected. From this page, you can view the Risk snapshot e.g. there are 4 Active AMS Alerts, 10 ACAs, 184 Health Indicators, 11 Calibration Tasks, etc. against the asset, as shown in the following image.

  2. Select the 10 ACA Analyses link.

    The ACA Overview page opens in a new tab, and the selection in the Asset Hierarchy, Meridium Roanoke Refining, is displayed under Asset Criticality Analysis, as shown in the following image.

About Asset Groups Based on Queries

The ability to create an Asset Group based on a query allows a user to apply an analysis to a dynamic group of assets (i.e., equipment, functional locations, and RBI components). When a user bases a new Asset Group on a query, the Asset Group is dynamic in that it is subject to change as assets change with respect to the query's parameters.

Every time you access an Asset Group that is based on a query, the query is freshly run. For example, the day you create an Asset Group using a query, the query it is based on may populate it with 10 assets. If you were to access the same Asset Group a month later, the query would run afresh and may populate the Asset Group with more or fewer than 10, depending on the number of assets that will meet the query's parameters the second time around.

If you want to run a static query that is populated with specific assets, you need to provide an entity key. The entity key should be provided in the first column of your query, in the ENTY_KEY column.

Additionally, when you apply an analysis to an Asset Group that is based on a query, the Asset Group is no longer dynamic. Instead, the assets returned by the base query at the time when you apply the analysis are the exact assets for which that analysis will always apply.

Lastly, you cannot modify Asset Groups that are based on queries. You must simply create a new Asset Group.

Access the Assets Page

Procedure

In the top navigation bar, select .

The page displaying the Asset Hierarchy appears.

Create an Asset Group

Before you begin

Before you can create an Asset Group based on a query, you must create a query on which you want to base your Asset Group, if it does not already exist.

Procedure

  1. To create an asset group from scratch:
    1. Access the Assets page.
    2. In the left pane, select Group, and then select .

      The New Asset Group workspace appears.

    3. In the Group Name box, enter a name for the new asset group.
    4. In the Group Description box, enter a brief description for the group.
    5. To add a Parent to the Asset Group, above the Select a Parent box, select .
      The Asset Finder window appears.
    6. In the Asset Finder window, use the Asset Hierarchy to select for the level of the hierarchy with which you want to associate the group, and then select Done.
    7. Above the Add Assets box, select .
      The Asset Finder window appears.
    8. In the Asset Finder window, using either the Asset Hierarchy or a preexisting Asset Group, select for the asset(s) that you want to add to the group, and then select Done.
    9. In the workspace heading, select Save.
      The group is saved, and appears in the Asset Group section.
      Note: Relationships are determined while creating an Asset Group during an associated module workflow.
  2. To create an asset group based on a query:
    1. Access the Assets page.
    2. In the left pane, select Group, and then select .

      The New Asset Group workspace appears.

    3. In the Group Name box, enter a name for the new asset group.
    4. In the Group Description box, enter a brief description for the group.
    5. To add a Parent to the Asset Group, above the Select a Parent box, select .
      The Asset Finder window appears.
    6. Above the Select a Query box, select .
      The Select a Query from the Catalog window appears.
    7. Navigate to the query on which you want to base the new Asset Group, and then select that query.
      The Select a Query box is populated with the query path.
    8. Select Save.
      The group is saved, and appears in the Asset Group section.

Filter Assets

About this task

Steps: Apply a Filter to the Asset Hierarchy

Procedure

  1. To apply a filter to the Asset Hierarchy:
    1. Access the Assets page.
    2. In the left pane, in the Hierarchy section, select .
      The Filter menu appears.
    3. Optionally, in the Category list, select a taxonomy category.
    4. Optionally, in the Class list, select a taxonomy class.
    5. Optionally, in the Type list, select a taxonomy type.
    6. Select Apply.
      The hierarchy is filtered according to your selection.
  2. To apply a filter to asset groups:
    1. Access the Assets page.
    2. In the left pane, in the Group section, select .
      The Group Filter menu appears.
    3. Optionally, in the Relationship box, select a relationship by which to filter.
    4. Optionally, select Hierarchy Filter.
      The Hierarchy Finder window appears.
    5. In the Asset Hierarchy, in the row for each asset by which you want to filter groups, select
    6. Select OK.
      The list of applied filters appears on the Group Filter window.
    7. Select Done.
      The groups are filtered according to your selection.

Search for an Asset

Procedure

  1. Access the Assets page.
  2. In the left pane, in either the Asset Hierarchy section or the Asset Group section, select , and then, in the text box, enter your search criteria. Refer to the Search section of the documentation for more information.

    The search results appear in a list in the left pane.

Copy an Asset Group Based on a Query

Before you begin

Before you can copy an Asset Group based on a query, the system must contain an Asset Group that is based on a query.

Procedure

  1. Access the Assets page.
  2. In the left pane, select Group, and then select the group that you want to copy.

    The properties for the selected group appear in the <Group Name> workspace, where <Group Name> is the name of the group.

  3. Select Save As a Static Group.

    The copy of the new group appears in the <Group Name> workspace, where <Group Name> is the name of the copied group. The asset group copy contains all of the assets that were in the previous group. The new asset group is saved automatically.

    Note: The asset group you choose to copy must use a query or the Save As a Static Group button will not appear.

What to do next

  • Modify An Asset Group

Modify an Asset Group

Procedure

  1. Access the Assets page.
  2. In the left pane, select Group, and then select the group that you want to modify.

    The selected group's properties appear in the <Group Name> workspace, where <Group Name> is the name of the group.

  3. Modify the properties as needed, and then, in the workspace heading, select Save.

    The changes are saved.

    Tip: If you want to delete an Asset Group, in the workspace for the Asset Group, select Delete. You cannot delete an Asset Group that is linked to an analysis. If you attempt to delete an Asset Group that is linked to one or more analyses, a message displaying the names of the linked analyses appears. If the Asset Group is linked to no analyses, a confirmation window appears. Select Yes to delete the Asset Group.