Data Loader

About the Asset Strategy Management (ASM) Data Loaders

The Asset Strategy Management (ASM) and Asset Strategy Management (ASM) Templates Data Loaders serve the following purposes:

  • Provides functional equivalence with Meridium APM V3.x to enable existing or new Asset Strategies and Templates to be imported into the ASM module for further development, analysis, or implementation.

  • Provides customers with a more effective APM experience because the loaded content will be searchable and usable within the various APM modules.
  • Enables the user to upload Asset Strategies for storage and to create templates in ASM that can be applied to one or more assets as a repeatable process, or to upload existing Asset Templates that can be applied to assets.

Following the data load, you can access the imported data, which will contain details such as when it was uploaded, and by whom it was created. You can open the imported strategies and templates in ASM and start using them in your workflows.

About the Asset Strategy Management (ASM) Data Loaders Requirements

To use the Asset Strategy Management (ASM) Data Loader and the Asset Strategy Management (ASM) Templates Data Loader, your organization must have completed fully the deployment of the Asset Strategy module. The Asset Strategy Management (ASM) Data Loaders should only be used after the Asset Strategy module has been implemented and you have defined the appropriate Site References, Process Units (Functional Location records), and assets (Equipment records) for your organization.

Risk Mapping

The Asset Strategy Management (ASM) Data Loaders rely on Risk Mapping families to ensure that fields on the ASM Strategy and related records are correctly populated with data, and that resulting risk values can be mapped to the Default Risk Matrix.

If you have added custom fields, you must ensure that mappings exist for those fields, or data may not be populated as expected following the data load.

Security Settings

The Security User performing the data load operation must be associated with either the MI Data Loader User or MI Data Loader Admin Security Role, and must also be associated with the MI ASM Analyst Security Group or a Security Role that is associated with this Security Group.

About the Asset Strategy Management (ASM) Data Loaders Data Models

The data for ASM strategies and templates is loaded from Excel workbooks, each containing multiple worksheets. The ASM Template worksheets include Templates, Actions, Risks, and Mitigations, and the ASM Strategy worksheets include Strategies, Actions, Risks, and Mitigations. These elements are highlighted with red boxes around the relevant functional areas from the two ASM data models shown below. Elements shown without a red border are data model elements that will not be loaded by the data loader.

Asset Strategy Management (ASM) Templates Data Loader

Asset Strategy Management (ASM) Data Loader

About the Asset Strategy Management (ASM) Data Loaders General Loading Strategy

Best Practices

When importing data using the Asset Strategy Management (ASM) Data Loaders, you must use the following best practices:

  • Do not try to create and update a component in the same Excel workbook.
  • Do not include anything in the Excel workbook that you do not want imported into the dataset. If you include fields that are blank, they will import into the database as blank fields. If you do not want a specific field imported because it would overwrite a value in an existing field, remove that column from the worksheet.

Load Sequence

The data loader jobs must load in a specific sequence in order to successfully populate fields, create records, and link them to the predecessor and/or successor records. This section documents the order of steps that you must perform for the strategy and template data loaders to work correctly.

Asset Strategy Management (ASM) Data Loader

For all strategies, the strategy data loader will:

  • Create the ASM Strategy and link it to the defined asset through the Has Strategy relationship.
  • Create Actions: One or many that are linked to the Asset Strategy through the Has Actions relationship.
  • Create Risks: One or many that are linked to a mitigating Action through the Has Actions relationship.
  • Create Mitigations: One or many Mitigated Risk Assessments that are linked to one or more Risks through the Is Mitigated relationship.
  • Create Secondary Actions: One or many that are linked to the action.

Asset Strategy Management (ASM) Templates Data Loader

For all templates, the template data loader will:

  • Create the ASM Template without any defined asset.
  • Create Actions: One or many that are linked to the template through the Has Actions relationship.

  • Create Risks: One or many that are linked to a mitigating Action through the Has Actions relationship.
  • Create Mitigation: One or many Mitigated Risk Assessments that are linked to one or more Risks through the Is Mitigated relationship.
  • Create Secondary Actions: One or many that are linked to the action.
Note: Verify that all data was successfully uploaded and all relationships have been created or preserved.

About the Asset Strategy Management (ASM) Data Loaders Workbook Layout and Use

In order to import data using the Asset Strategy Management (ASM) Data Loaders, APM provides Excel workbooks, Asset Strategy Management (ASM).xlsx and Asset Strategy Management (ASM) Templates.xlsx, which support baseline ASM in APM. These workbooks must be used to perform the data load. You can modify the Excel workbook to include custom fields used by your organization. The following tables list the worksheets that are included in the workbooks and then the fields in the corresponding worksheets for both the Strategy and Template Data Loaders.

Asset Strategy Management (ASM) Data Loader

WorksheetDescription
StrategiesThis worksheet is used to specify new or existing strategies to which Action, Risks, and Mitigations will be linked.
ActionsThis worksheet is used to specify Action records that will be updated or created and linked to assets.
RisksThis worksheet is used to specify Risk records that will be updated or created and linked to assets.
MitigationsThis worksheet is used to define Mitigation records that will be linked to Analyses.
Secondary ActionsThis worksheet is used to define Secondary Actions records that will be linked to the action.

Strategies Worksheet

Field Caption

Field ID

Data Type (Length)

Comments

Strategy ID

MI_ASTSTRAT_ID_C

Character (255)

This field is the master reference column for each of the four tabs in the data loader spreadsheet.

Asset ID

ASSET_ID_CHR

Character (255)

This field allows the user to enter values to search for an asset.

Asset Family ID

ASSET_FAMILY_ID

Character (15)

This field allows the user to enter values to search for an asset.

Asset ID Field

ASSET_ID_FIELD

Character (255)

This field allows the user to enter values to search for an asset.

CMMS ID

ASSET_CMMS_ID

Character (255)

This field allows the user to enter values to search for an asset.

CMMS Value

ASSET_CMMS_VALUE

Character (255)

This field allows the user to enter values to search for an asset.

Strategy Notes

MI_ASTSTRAT_NOTES_T

Text

None

Risk Analysis Type

MI_ASTSTRAT_RISK_ANAL_TYPE_C

Character (255)

None

Quantitative Result

MI_ASTSTRAT_QUANT_RESUL_T

Text

None

Plan Length

MI_ASTSTRAT_PLAN_LENGTH_N

Numeric

None

Actions Worksheet

Field Caption

Field ID

Data Type (Length)

Comments

Strategy ID

MI_ASTSTRAT_ID_C

Character (255)

This field is the master reference column for each of the four tabs in the data loader spreadsheet.

Action ID

MI_ACTION_ID_C

Character (255)

This field is used to look up existing Actions, and if none are found, a new Action will be created.

Name

MI_ACTION_SHORT_DESC_C

Character (255)

None

Description

MI_ACTION_DESCRIPTION_T

Text

None

Basis

MI_ACTION_BASIS_C

Character (255)

None

Type

MI_ACTION_TYPE_C

Character (255)

None

Condition Monitoring Type

MI_ACTION_CM_TYPE_C

Character (50)

None

Interval

MI_ACTION_INTV_N

Numeric

None

Interval Unit

MI_ACTION_INTV_UNITS_C

Character (50)

None

Resource Cost

MI_ACTION_RESOURCE_COST_N

Numeric

None

Shutdown Required

MI_ACTION_SHUTDOWN_L

Boolean

None

Risks Worksheet

Field Caption

Field ID

Data Type (Length)

Comments

Strategy ID

MI_ASTSTRAT_ID_C

Character (255)

This field is used as the master reference column for each of the four tabs in the data loader spreadsheet.

Risk ID

MI_RISKASSE_ID_C

Numeric

This field is used to look up existing Risks, and if none are found a new Risk will be created.

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

(ENVIRONMENT) Protection Level

ENVIRONMENT|MI_PROT_N

Numeric

None

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance Cost

FINANCIAL|MI_RISK_MAIN_COST_N

Numeric

None

(FINANCIAL) Probability

FINANCIAL|MI_PROB_N

Numeric

None

(FINANCIAL) Production Loss

FINANCIAL|MI_RISK_PROD_LOSS_N

Numeric

None

(FINANCIAL) Protection level

FINANCIAL|MI_PROT_N

Numeric

None

(OPERATIONS) Consequence

OPERATIONS|MI_CONSE_N

Numeric

None

(OPERATIONS) Probability

OPERATIONS|MI_PROB_N

Numeric

None

(OPERATIONS) Protection Level

OPERATIONS|MI_PROT_N

Numeric

None

(SAFETY) Consequence

 

SAFETY|MI_CONSE_N

Numeric

None

(SAFETY) Probability

 

SAFETY|MI_PROB_N

Numeric

None

(SAFETY) Protection Level

SAFETY|MI_PROT_N

Numeric

None

Basis for Assessment

MI_RISKASSE_BASIS_T

Text

None

Condition

MI_FAILRISK_CODE3_C

Character (50)

None

Description

MI_FAILRISK_DESC_T

Text

None

Driving Unmitigated Risk Alias

MI_RISKASSE_DRIV_RISK_ALIAS_C

Character (50)

None

Estimated Repair Time

MI_FAILRISK_EST_REP_TIME_N

Numeric

None

Failure Cause

MI_FAILRISK_CODE4_C

Character (50)

None

Failure Mode

MI_FAILRISK_CODE1_C

Character (255)

None

Failure Without Replacement

MI_FAILRISK_FAIL_WITH_REPL_F

Boolean

None

Is Active

MI_FAILRISK_IS_ACTIV_F

Boolean

None

Is Latent

MI_FAILRISK_IS_LATEN_F

Boolean

None

Last Failure

MI_FAILRISK_LAST_FAILU_D

Date

None

Maintainable Item

MI_FAILRISK_CODE2_C

Character (50)

None

Name

MI_RISKASSE_NAME_C

Character (515)

None

Number of Subcomponents

MI_FAILRISK_NUMB_OF_SUBC_N

Numeric

None

Percentage of PF Interval to Wait

MI_FAILRISK_PER_OF_PF_INT_N

 

Numeric

None

PF Interval

 

MI_FAILRISK_PF_INTER_N

Character (50)

None

PF Interval Units

MI_FAILRISK_PF_INTER_UNITS_C

Character (50)

None

Planned Correction Cost

MI_FAILRISK_PLAN_CORR_COST_N

Numeric

None

Planned Correction Duration

MI_FAILRISK_PLAN_CORR_DURA_N

Numeric

None

Repair Immediately

MI_FAILRISK_REPAI_IMMED_F

Boolean

None

Risk Basis

MI_RISKASSE_RISK_BASIS_C

Character (255)

None

Unmitigated Risk Alias

MI_RISKASSE_RISK_ALIAS_C

Character (50)

None

Wear Pattern

MI_FAILRISK_WEAR_PATTE_C

Character (50)

None

Mitigations Worksheet

Field Caption

Field ID

Data Type (Length)

Comments

Strategy ID

MI_ASTSTRAT_ID_C

Character (255)

This field is used as the master reference column for each of the four tabs in the data loader spreadsheet.

Risk ID

MI_RISKASSE_ID_C

Character (265)

This field is used to look up existing Risks to which the Mitigations will be linked.

Action ID

MI_ACTION_ID_C

Character (265)

This field is used to lookup existing Actions to which the Mitigations will be linked.

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

(ENVIRONMENT) Protection Level

ENVIRONMENT|MI_PROT_N

Numeric

None

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance Cost

FINANCIAL|MI_RISK_MAIN_COST_N

Numeric

None

(FINANCIAL) Probability

FINANCIAL|MI_PROB_N

Numeric

None

(FINANCIAL) Production Loss

FINANCIAL|MI_RISK_PROD_LOSS_N

Numeric

None

(FINANCIAL) Protection level

FINANCIAL|MI_PROT_N

 

Numeric

None

(OPERATIONS) Consequence

OPERATIONS|MI_CONSE_N

Numeric

None

(OPERATIONS)

Probability

OPERATIONS|MI_PROB_N

Numeric

None

(OPERATIONS) Protection Level

OPERATIONS|MI_PROT_N

Numeric

None

(SAFETY) Consequence

SAFETY|MI_CONSE_N

Numeric

None

(SAFETY) Probability 

SAFETY|MI_PROB_N

Numeric

None

(SAFETY) Protection Level 

SAFETY|MI_PROT_N

Numeric

None

Basis for Assessment

MI_RISKASSE_BASIS_T

Text

None

Secondary Actions Worksheet

Field CaptionField IDData Type (Length)Comments

Strategy ID

MI_ASTSTRAT_ID_C

Character (255)

This field is used as the master reference column for each of the four tabs in the data loader spreadsheet.

 

Primary Action ID

PRIMARY_ACTION_ID

Character (255)

None

Secondary Action ID

MI_ACTION_ID_C

Character (255)

None

NameMI_ACTION_SHORT_DESC_CCharacter (255)None
DescriptionMI_ACTION_DESCRIPTION_TCharacter (255)None
BasisMI_ACTION_BASIS_CCharacter (255)None
TypeMI_ACTION_TYPE_CCharacter (255)None
Condition Monitoring TypeMI_ACTION_CM_TYPE_CCharacter(50)None
IntervalMI_ACTION_INTV_NNumericNone
Interval UnitsMI_ACTION_INTV_UNITS_CCharacter(50)None
Resource CostMI_ACTION_RESOURCE_COST_NNumericNone
Shutdown RequiredMI_ACTION_SHUTDOWN_LBoolean None

Asset Strategy Management (ASM) Templates Data Loader

WorksheetDescription
TemplatesThis worksheet is used to specify new or existing templates to which Action, Risks, and Mitigations will be linked.
ActionsThis worksheet is used to specify Action records that will be updated or created and linked to templates.
RisksThis worksheet is used to specify Risk records that will be updated or created and linked to templates.
MitigationsThis worksheet is used to define Mitigation records that will be linked to Analyses.
Secondary ActionsThis worksheet is used to define Secondary Actions records that will be linked to the action.

Templates Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_ASTSTRAT_ID_C

Character (255)

This field is the master reference column for each of the four tabs in the data loader spreadsheet.

Template Notes

MI_ASTSTRAT_NOTES_T

Text

None

Risk Matrix Name

TEMPLATE_RISK_MATRIX_NAME

Character (255)

None

Template Category

MI_ASTSTTMP_GEN_FIELD_1_C

Character (255)

None

Criticality

MI_ASTSTTMP_GEN_FIELD_2_C

Character (255)

None

Duty

MI_ASTSTTMP_GEN_FIELD_3_C

Character (255)

None

Service

MI_ASTSTTMP_GEN_FIELD_4_C

Character (255)

None

Actions Worksheet

Field Caption

Field ID

Data Type (Length)

Comments

Template ID

MI_ASTSTRAT_ID_C

Character (255)

This field is the master reference column for each of the four tabs in the data loader spreadsheet.

Action ID

MI_ACTION_ID_C

Character (255)

This field is used to look up existing Actions, and if none are found, a new Action will be created.

Name

MI_ACTION_SHORT_DESC_C

Character (255)

None

Description

MI_ACTION_DESCRIPTION_T

Text

None

Basis

MI_ACTION_BASIS_C

Character (255)

None

Type

MI_ACTION_TYPE_C

Character (255)

None

Condition Monitoring Type

MI_ACTION_CM_TYPE_C

Character (50)

None

Interval

MI_ACTION_INTV_N

Numeric

None

Interval Unit

MI_ACTION_INTV_UNITS_C

Character (50)

None

Resource Cost

MI_ACTION_RESOURCE_COST_N

Numeric

None

Shutdown Required

MI_ACTION_SHUTDOWN_L

Boolean

None

Risks Worksheet

Field Caption

Field ID

Data Type (Length)

Comments

Template ID

MI_ASTSTRAT_ID_C

Character (255)

This field is used as the master reference column for each of the four tabs in the data loader spreadsheet.

Risk ID

MI_RISKASSE_ID_C

Numeric

This field is used to look up existing Risks, and if none are found a new Risk will be created.

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

(ENVIRONMENT) Protection Level

ENVIRONMENT|MI_PROT_N

Numeric

None

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance Cost

FINANCIAL|MI_RISK_MAIN_COST_N

Numeric

None

(FINANCIAL) Probability

FINANCIAL|MI_PROB_N

Numeric

None

(FINANCIAL) Production Loss

FINANCIAL|MI_RISK_PROD_LOSS_N

Numeric

None

(FINANCIAL) Protection level

FINANCIAL|MI_PROT_N

Numeric

None

(OPERATIONS) Consequence

OPERATIONS|MI_CONSE_N

Numeric

None

(OPERATIONS) Probability

OPERATIONS|MI_PROB_N

Numeric

None

(OPERATIONS) Protection LevelOPERATIONS|MI_PROT_NNumericNone
(SAFETY) ConsequenceSAFETY|MI_CONSE_NNumericNone
(SAFETY) ProbabilitySAFETY|MI_PROB_NNumericNone
(SAFETY) Protection LevelSAFETY|MI_PROT_NNumericNone
Basis for AssessmentMI_RISKASSE_BASIS_TTextNone
ConditionMI_FAILRISK_CODE3_CCharacter (50)None
DescriptionMI_FAILRISK_DESC_TTextNone
Driving Unmitigated Risk AliasMI_RISKASSE_DRIV_RISK_ALIAS_CCharacter (50)None
Estimated Repair TimeMI_FAILRISK_EST_REP_TIME_NNumericNone
Failure CauseMI_FAILRISK_CODE4_CCharacter (50)None
Failure ModeMI_FAILRISK_CODE1_CCharacter (255)None
Failure Without ReplacementMI_FAILRISK_FAIL_WITH_REPL_FBooleanNone
Is ActiveMI_FAILRISK_IS_ACTIV_FBooleanNone
Is LatentMI_FAILRISK_IS_LATEN_FBooleanNone
Last FailureMI_FAILRISK_LAST_FAILU_DDateNone
Maintainable ItemMI_FAILRISK_CODE2_CCharacter (50)None
NameMI_RISKASSE_NAME_CCharacter (515)None
Number of SubcomponentsMI_FAILRISK_NUMB_OF_SUBC_NNumericNone
Percentage of PF Interval to WaitMI_FAILRISK_PER_OF_PF_INT_NNumericNone
PF IntervalMI_FAILRISK_PF_INTER_NCharacter (50)None
PF Interval UnitsMI_FAILRISK_PF_INTER_UNITS_CCharacter (50)None
Planned Correction CostMI_FAILRISK_PLAN_CORR_COST_NNumericNone
Planned Correction DurationMI_FAILRISK_PLAN_CORR_DURA_NNumericNone
Repair ImmediatelyMI_FAILRISK_REPAI_IMMED_FBooleanNone
Risk BasisMI_RISKASSE_RISK_BASIS_CCharacter (255)None
Unmitigated Risk AliasMI_RISKASSE_RISK_ALIAS_CCharacter (50)None
Wear PatternMI_FAILRISK_WEAR_PATTE_CCharacter (50)None

Mitigations Worksheet

Field CaptionField IDData Type (Length)Comments
Template IDMI_ASTSTRAT_ID_CNumericThis field is used as the master reference column for each of the four tabs in the data loader spreadsheet.
Risk IDMI_RISKASSE_ID_CCharacter (265)This field is used to look up existing Risks to which the Mitigations will be linked.
Action IDMI_ACTION_ID_CCharacter (265)This field is used to lookup existing Actions to which the Mitigations will be linked.
(ENVIRONMENT) ConsequenceENVIRONMENT|MI_CONSE_NNumericNone
(ENVIRONMENT) ProbabilityENVIRONMENT|MI_PROB_NNumericNone
(ENVIRONMENT) Protection LevelENVIRONMENT|MI_PROT_NNumericNone
(FINANCIAL) ConsequenceFINANCIAL|MI_CONSE_NNumericNone
(FINANCIAL) Maintenance CostFINANCIAL|MI_RISK_MAIN_COST_NNumericNone
(FINANCIAL) ProbabilityFINANCIAL|MI_PROB_NNumericNone

(FINANCIAL) Production Loss

FINANCIAL|MI_RISK_PROD_LOSS_N

Numeric

None

(FINANCIAL) Protection levelFINANCIAL|MI_PROT_NNumericNone
(OPERATIONS) ConsequenceOPERATIONS|MI_CONSE_NNumericNone

(OPERATIONS)

Probability

OPERATIONS|MI_PROB_NNumericNone
(OPERATIONS) Protection LevelOPERATIONS|MI_PROT_NNumericNone
(SAFETY) ConsequenceSAFETY|MI_CONSE_NNumericNone
(SAFETY) ProbabilitySAFETY|MI_PROB_NNumericNone
(SAFETY) Protection LevelSAFETY|MI_PROT_NNumericNone
Basis for AssessmentMI_RISKASSE_BASIS_TTextNone

Secondary Actions Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_ASTSTRAT_ID_C

Character (255)

This field is used as the master reference column for each of the four tabs in the data loader spreadsheet.

 

Primary Action ID

PRIMARY_ACTION_ID

Character (255)

None

Secondary Action ID

MI_ACTION_ID_C

Character (255)

None

NameMI_ACTION_SHORT_DESC_CCharacter (255)None
DescriptionMI_ACTION_DESCRIPTION_TCharacter (255)None
BasisMI_ACTION_BASIS_CCharacter (255)None
TypeMI_ACTION_TYPE_CCharacter (255)None
Condition Monitoring TypeMI_ACTION_CM_TYPE_CCharacter(50)None
IntervalMI_ACTION_INTV_NNumericNone
Interval UnitsMI_ACTION_INTV_UNITS_CCharacter(50)None
Resource CostMI_ACTION_RESOURCE_COST_NNumericNone
Shutdown RequiredMI_ACTION_SHUTDOWN_LBoolean None

About the Asset Strategy Management (ASM) Data Loaders Load Verification

About This Task

A successful data import will have the same effect as creating a new Asset Strategy or Strategy Template in APM. Following a successful data load, if the data loader created a new strategy or template, it will appear in the Asset Strategies section or the Templates section on the Strategy Management Overview page.

A successful import can also be defined as an event in which partial data on a worksheet was loaded into APM, and where the user was given appropriate messaging that enabled him or her to identify and correct issues resulting from the import.