RBI Analysis Export

About RBI Analysis Export

RBI Analysis Export workspace allows you to review analyses that you can select for the export with the related component data. You can also export the Analysis and Component data in the RBI data loader template format for easy data modification and re-importing.

Note: When exporting the existing analyses and component data in the RBI Analysis Export section, the (Picklist) sheet in the RBI data loader template is excluded. To reference the valid values for picklist fields, you can download the RBI data loader template in the Data Loaders workspace.

When to Export

  • Export is useful when you want to evergreen or re-assess existing analyses based on triggers such as time, process variations, inspection, or thickness updates. These changes can include the implementation of risk mitigation strategies or maintenance based on your inspection plan.
  • Export is also useful for providing a quick solution to bulk edit current analyses in the Created state and their related components. After exporting the records which need to be modified, you can update the records in the resulting excel file. After updating, you can re-import using the RBI Data loader process.

What to Export

The data displayed in the RBI Analysis Export workspace is based on the catalog query \\Public\Meridium\Modules\Risk Based Inspection\Queries\Data Export Analyses - 580. By default, this query returns the analyses in the Created state that are linked to RBI Components on Assets, which fall within the selected level of the asset hierarchy. This query has the following parameters:
  • Asset: The query returns the analyses of the assets that are available after the selected value in the asset hierarchy. By default, this parameter displays the current asset hierarchy context of the RBI Overview page when you navigate to the RBI Analysis Export workspace.
  • Analysis State: The query returns analyses for only those assets which are in the selected state, Created or Active. The default value of this parameter is Created.
The export tool takes the Component Entity Key, Asset Entity Key, and Analysis Entity Key from the selected query results to determine what data to export. The following families are considered on each exported worksheet:
  • Asset: Equipment and Functional location
  • RBI Component:
    • Criticality RBI Component – Cylindrical Shell
    • Criticality RBI Component – Exchanger Bundle
    • Criticality RBI Component – Exchanger Header
    • Criticality RBI Component – Exchanger Tube
    • Criticality RBI Component – Piping
    • Criticality RBI Component – Tank Bottom
  • RBI_Criticality_Analysis: RBI Criticality Analysis
  • Consequence_Evaluation: Criticality Consequence Evaluation
  • DME_Environmental_Cracking: Criticality Env. Crack. Deg. Mech. Eval
  • DME_External_Corrosion: Criticality Ext. Corr. Deg. Mech. Eval
  • DME_Internal_Corrosion:Criticality Int. Corr. Deg. Mech. Eval
  • DME_Other: Criticality Other Damage Mech. Eval
  • Degradation_Mechanism: RBI Degradation Mechanisms

RBI Analysis Export Data

The RBI Analysis Export allows you to bulk review the analyses and related data, and subsequently import it to APM. You can export the data in the RBI 580 Data Loader format to enable importing and updating data.

To match the RBI 580 Data Loader format, the following lookup fields are included in each sheet:
  • Asset: Equipment ID, CMMS System, Equipment Technical Number
  • RBI_Component: Asset Lookup Fields, Component, Component Type, Component Family
  • RBI_Criticality_Analysis: Component Lookup Fields, Analysis Unique ID
  • Consequence_Evaluation: Analysis Lookup Fields, Consequence
  • All DME Sheets: Analysis Lookup Fields, Damage Mechanism
  • Degradation_Mechanism: Analysis Lookup Fields, Damage Mechanism
Following the lookup fields, datasheet fields for each family associated with the template sheet are exported with the following exceptions:
  • System Fields: You cannot edit these fields. These fields are maintained by APM
  • Output Fields: These fields are calculative. You cannot set these fields. Output fields are fields, which are not copied when an analysis is duplicated.

The default datasheet in the Family Management determines the fields to be exported for each family. If there is no datasheet marked as Default in Family Management for a family, then the fields from the first available datasheet is used.

System Fields Excluded from Export

These fields are usually disabled in the datasheet.
Table 1. Component System Fields
Field IDField Caption
MI_CCRBICOM_CALC_INV_NCalculated Inventory
MI_CCRBICOM_EQUIP_FAMIL_CAsset Family
MI_RBICOMPO_COMPO_STATUS_CComponent Status
MI_RBICOMPO_EQUIP_CAsset
MI_RBICOMPO_EQUIP_TYPE_CAsset Type
MI_RBICOMPO_FUNCT_LOCAT_CFunctional Location
Table 2. Analysis System Fields
Field IDField Caption
MI_AN_ANALY_ID_CHRAnalysis ID
MI_AN_ANALY_START_DATE_DTAnalysis Start Date
MI_AN_ANALY_TYPE_CHRAnalysis Type
MI_CRITANAL_COMP_CComponent
MI_CRITANAL_COMP_TP_CComponent Type
MI_CRITANAL_EQ_ID_CAsset ID
MI_CRITANAL_EQ_ITEM_TYPE_CCriticality Item Type
MI_CRITANAL_EQ_LOCATION_CLocation ID
MI_MRBIANAL_GEN_FAIL_FREQ_NGeneric Failure Frequency
Table 3. Degradation Mechanism Evaluation System Fields
Field IDField Caption
MI_CRDEMEEV_FAIL_FREQ_NFailure Frequency
MI_RBDEMEEV_DEG_MEC_DESC_CDegradation Mechanism Description
MI_RBDEMEEV_DF_NDF

RBI Analysis Export Best Practices

  • The RBI Analysis Export workspace displays the Analyses in the Created state by default. Using the RBI 580 Data Loader template, you can review the data for the analyses and re-import them into APM. When you re-import the data, any modifications that are made to the RBI Analyses and RBI Component data in APM, are updated. The RBI Analysis, CE, and DME updated are looked up based on the defined lookup fields and the Analysis Unique ID (MI_ANALYSIS_ID).
  • To export an active analysis with a state other than Created and re-import it as a new analysis in a Created state, consider the following steps:
    1. Select 'Active' for the Analysis State query parameter to return the active analysis and export.
    2. Update the MI_ANALYSIS_ID column on the analysis, consequence evaluation and degradation mechanism evaluation sheets to a unique value before importing the file into APM.

    This creates a new Analysis with ID matching the value provided in the data loader template.

Note:
  • Data will be exported using your login and culture settings.
    Important: Only users with the same unit of measure and culture settings can re-import through the Risk Based Inspection (RBI) 580 Data loader.
  • You cannot export Custom Damage Mechanism Evaluations (DME). Only baseline DME families can be exported.

Access the RBI Analysis Export Workspace

About This Task

Analyses displayed for export are linked to assets related to the given functional location or process unit.
Note:
  • The analyses that are displayed for export are either 580 or 581 analyses. You can choose which analyses should be displayed by default by setting the value of the RBI Analysis Type Preference dropdown in the RBI Overview Preferences page.
  • RBI PRD Criticality analyses and RBI Pipeline analyses are not supported for export.

Procedure

  1. Access the Risk Based Inspection Overview page.
  2. Select the Actions button.
  3. Select Export Analyses.

Results

The RBI Analysis Export workspace appears, displaying analyses to export. By default, the analyses will be filtered based on the asset hierarchy using the key passed from the Risk Based Inspection Overview and in Created state.

Note:
  • You can use the filter to change the default analyses displayed. When you select the filter button, a query prompt will be displayed where you can change the Asset Hierarchy Asset or the Analysis State.
  • When both RBI 580 and RBI 581 are licensed, you can override the default preference for the type of analyses displayed for export by setting the value of the Analysis Type dropdown in the RBI Analysis Export workspace.

Export Analyses

About This Task

The RBI Export functionality allows you to export one or more analyses and its related data from the RBI Analysis Export page. The export allows you to bulk review analyses and its related data and subsequently import it back to APM. To facilitate this functionality, the data is exported to a file which is in the RBI 580 Data Loader format to allow for importing and updating the data.

Note: The RBI 580 Data Loader file that is exported will contain relevant Asset, Component, Consequence Evaluation, and Degradation Mechanism Evaluation data related to the Analyses selected for export.

Procedure

  1. Access the RBI Analysis Export Workspace page.
  2. Select the check box next to each of the analysis that you want to export.
  3. Select .

    A message appears, asking you to confirm that you want to export one or more selected analyses.

  4. Select Yes.
    The selected analyses are exported to an excel file which is downloaded to the browser.
    Note:
    • The RBI 580 Data loader excel worksheets which is exported from the Evergreening page will include all fields present on the respective family’s default datasheet. All fields that are considered calculated, system populated, or informational fields will not be exported.
    • Exported excel worksheet field values will be updated with the logged in users culture settings and unit of measure conversion set.
    • You can click the Open Data Loaders button to launch the APM Data Loaders workspace and re-import the exported data.