Configure Degradation Mechanism Roll-up

About Degradation Mechanism Roll-up

After the Consequence of Failure (CoF) values are calculated, these values are rolled up to the Degradation Mechanism records. The rolled-up values are used during the analysis roll-up to determine the risk value of the component. By default, the values are rolled up based on the logic defined in the baseline rules. However, you can create a policy for the roll-up logic and configure it to be executed during the analysis calculation. When you use the policy for DM roll-up, it overrides the baseline rules.

The following image illustrates the flexible DM roll-up framework:

Workflow

This topic describes the sequence of the tasks that you must perform to configure the DM roll-up calculation. Based on the complexity of the configuration, you may need to perform certain tasks outside of the Risk Based Inspection module. When performing such tasks, we recommend that you follow the documentation of the respective modules.

The following image illustrates the workflow of the flexible DM roll-up configuration:

Note: If you are rolling up multiple consequence values, you can add additional fields to the RBI Degradation Mechanisms family. You must configure the family before creating the DM roll-up policy. For more information on creating family fields, refer to the Family Management documentation.

Create a DM Roll-up Policy

About This Task

As part of the flexible DM roll-up configuration, you must create a policy to define the roll-up logic. After you create the DM roll-up policy, you must configure the policy in the Flexible Calculation Configuration section in RBI 580 Flexible Calculation Preferences page. If you use a DM roll-up policy, it overrides the baseline degradation mechanism rollup logic.

This topic describes the basic steps on creating a DM roll-up policy. For more information on creating, managing, and activating policies, refer to the Policy Designer documentation.

Procedure

  1. Create a policy.
  2. Access the Design workspace of the policy.
  3. Add an Entity node that represents the Degradation Mechanism family. For information on Entity nodes, refer to the Entity Nodes in Policy Designer topic.
    Note: You can map only one entity to each node. If you have multiple consequence evaluations, instead of using multiple Input Entity nodes, you can use a Query node to access the data. For information on using Query nodes, refer to the Query Nodes in Policy Designer topic.
  4. As needed, add other nodes required for calculations. For information on the different types of nodes, refer to the Condition, Logic, and Calculation Nodes in Policies section in the Policy Designer documentation.
  5. For each calculation, add an Edit Entity node that contains the details of the output field and its value. For information on Edit Entity nodes, refer to the Edit Entity Nodes in Policy Designer topic.
  6. Save the policy.
    The DM roll-up policy is created.

Configure DM Roll-up Output Preferences

About This Task

You can configure the output fields for the family where you have configured the flexible calculation. The output fields are not copied to new records when the parent RBI Criticality Analysis is copied, and the values are reset when the analysis is calculated. For more information on configuring the output fields, refer to the Create a Flexible Calculation Output Preference topic.

Create Flexible DM Roll-up Configuration

If you want to override the baseline DM roll-up logic, you must create a flexible DM roll-up record in the RBI 580 Flexible Calculation Preferences section. For more information on creating a flexible roll-up configuration record, refer to the Create a Flexible Calculation Configuration topic.

Before You Begin

Make sure that a policy is created for the logic that you want to perform to roll up the CoF values to DM records.

Procedure

Create a flexible calculation record with the following configuration:Master section:
  • Analysis Family: RBI Criticality Analysis
  • Action: Degradation Mechanism Roll-Up
  • Action Family: Select the family that you want to use for the flexible DM roll-up.
  • Policy Name: Select the policy that must be used for the roll-up.
  • Sequence: 1

Detail section:

  • Input Entity Family: Select the family defined in Input Entity of the DM roll-up policy.
  • Policy Node Name: Enter the name of the input Entity node defined in the DM roll-up policy.

Results

The flexible DM roll-up configuration record is created.

Configure DM Roll-up - Example

About This Task

Suppose you want to roll up the CoF values to the following fields in the Degradation Mechanism records:
Field in Degradation MechanismRoll-up logic based on CE values
SHE CoFHighest consequence value among Flammable, Toxic, and Environmental.
Financial CoFHighest consequence value between Product Leak and Lost Production Category.

Procedure

  1. Since the fields are not baseline fields, create the fields in the RBI Degradation Mechanism family. For information on creating new fields, refer to the Create a New Family Field topic.
  2. Create a DM roll-up policy to update the values in the fields based on the CoF values. For information on creating the DM roll-up policy, refer to the Create Sample DM Roll-up Policy topic.
  3. Configure the output fields in the Output Preferences section in RBI Application Settings. For more information on configuring output preferences, refer to the Configure DM Roll-up Output Preferences topic.
  4. Create the calculation configuration in RBI Application Settings with the following settings:
    • Analysis Family: RBI Criticality Analysis
    • Action: Degradation Mechanism Roll-Up
    • Action Family: RBI Degradation Mechanisms
    • Policy Name: Select the calculation policy created in step 2.

    For more information on calculation configuration, refer to the Create Flexible DM Roll-up Configuration topic.

Results

The flexible DM roll-up is now configured. Now, when you calculate an RBI Criticality Analysis, the following events will occur:
  • The baseline degradation mechanism roll-up will be overridden.
  • The configured DM roll-up policy is triggered. As defined in the policy, the CoF values are rolled up to the Degradation Mechanism records.

Create Sample DM Roll-up Policy

This topic describes the general steps that you must perform to configure the DM roll-up policy as part of this scenario. For the detailed information on creating and configuring a policy, refer to the Policy Designer documentation.

Before You Begin

Create the following queries:

  • Consequence Evaluation SHE COF Roll Up Query: To roll up the highest consequence value among Flammable, Toxic, and Environmental.
  • Consequence Evaluation FIN COF Roll Up Query: To get the highest consequence between Product Leak and Lost Production Category.

The following query is an example for the Consequence Evaluation SHE COF Roll Up Query.

SELECT Min(SHECOF."SHE-COF") "SHECOF"
FROM (SELECT [MI_CRCOEVAL].[MI_CRCOEVAL_ENV_CONS_CAT_C] "SHE-COF"
FROM [MI_PTDEMECH] 
 JOIN [MI_RBDEMECH]
JOIN_PRED [MI_MRBIANAL]
JOIN_SUCC [MI_CRCOEVAL] ON {MIR_HSCONEVA} ON {MIR_HSDEGMEC} ON [MI_PTDEMECH].[MI_PTDEMECH_DEG_MECH_C] = [MI_RBDEMECH].[MI_DEGR_MECH_DEG_MECH_C]
WHERE ([MI_CRCOEVAL].[MI_RCONEVAL_CONS_C] IN ([MI_PTDEMECH].[MI_PTDEMECH_CONSE_1_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_2_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_3_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_4_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_5_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_6_C]) AND [MI_RBDEMECH].ENTY_KEY = (? :n :caption='DM Entity' :id=DMEntity))
UNION
SELECT [MI_CRCOEVAL].[MI_CRCOEVAL_FLAM_CONS_CAT_C] "SHE-COF"
FROM [MI_PTDEMECH] 
 JOIN [MI_RBDEMECH]
JOIN_PRED [MI_MRBIANAL]
JOIN_SUCC [MI_CRCOEVAL] ON {MIR_HSCONEVA} ON {MIR_HSDEGMEC} ON [MI_PTDEMECH].[MI_PTDEMECH_DEG_MECH_C] = [MI_RBDEMECH].[MI_DEGR_MECH_DEG_MECH_C]
WHERE ([MI_CRCOEVAL].[MI_RCONEVAL_CONS_C] IN ([MI_PTDEMECH].[MI_PTDEMECH_CONSE_1_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_2_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_3_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_4_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_5_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_6_C]) AND [MI_RBDEMECH].ENTY_KEY = (? :n :caption='DM Entity' :id=DMEntity))
UNION
SELECT [MI_CRCOEVAL].[MI_CRCOEVAL_TOX_CONS_CAT_C] "SHE-COF"
FROM [MI_PTDEMECH] 
 JOIN [MI_RBDEMECH]
JOIN_PRED [MI_MRBIANAL]
JOIN_SUCC [MI_CRCOEVAL] ON {MIR_HSCONEVA} ON {MIR_HSDEGMEC} ON [MI_PTDEMECH].[MI_PTDEMECH_DEG_MECH_C] = [MI_RBDEMECH].[MI_DEGR_MECH_DEG_MECH_C]
WHERE ([MI_CRCOEVAL].[MI_RCONEVAL_CONS_C] IN ([MI_PTDEMECH].[MI_PTDEMECH_CONSE_1_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_2_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_3_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_4_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_5_C], [MI_PTDEMECH].[MI_PTDEMECH_CONSE_6_C]) AND [MI_RBDEMECH].ENTY_KEY = (? :n :caption='DM Entity' :id=DMEntity))) SHECOF

Procedure

  1. Create a Policy with the name Configured DM Roll-up Policy
  2. Configure an Entity node (RBI Degradation Mechanism) to represent the RBI Degradation Mechanisms family.
  3. Add a Query node and map the RBI Degradation Mechanism Entity node to the Query node.
  4. Configure the Query node to the query created for the SHE CoF Roll-up.


  5. Repeat steps 3 and 4 to add the query for the Financial CoF Roll-up.
  6. Add an Edit Entity node to update the values in the fields.


    The DM Roll-up policy is created.