4.04 Data & Information Management

Information ontologies have been used to integrate information and clarifying the meaning of its contents in the biomedical domain for decades. More recently, the approach is seeing wider adoption in the financial services and industrial domain. In this presentation, we address three familiar problems commonly observed in all industrial sectors. The first is the undesirable state of having multiple sets of information about the same assets stored in independent silos. There are many popular solutions to this problem; we contend that they are fragile due to a second problem. The second problem is that asset records in different data sources (e.g., an engineering drawing repository, work management system, or SCADA database) representing the same asset are updated independently. This leads to inconsistencies between the data sources over time. The third problem is the most critical and perhaps the most intractable – the contents in the data contain pernicious ambiguities. As a result, we cannot find in the data the clear and definitive answers to guide asset management decisions. Ontologies, and their utility for disambiguation and semantic integration, are well suited to support these challenges of asset record management. We present an ontology for asset information integration currently being trialed at Toronto Water for the audience to assess.

PEMAC, FMC, Toronto Metropolitan University, and municipal experts across Canada have partnered on a project entitled “Leveraging Municipal Asset Master Data and Information for Maintenance and Reliability Readiness.” In this project, a survey of Canadian municipalities has been conducted to determine how asset data and information are collected, when, and how it is set up in various systems across the asset’s lifecycle stages. This presentation will highlight the survey results and make recommendations for potential improvements specifically related to setting up maintenance and reliability for success. Many municipalities have been struggling with such improvement areas for years to set up processes, procedures, and systems. The survey results will help attendees understand the current Canadian landscape and allow making recommendations to improve how and when municipalities best manage their various processes and systems towards improving asset and maintenance management across municipalities. The survey results will help develop and deliver a training course for municipal practitioners in the summer and fall of 2023. The information gathered will also aid in developing a white paper and business case that will increase the profile, understanding, benefits, and requirements for asset master data and information readiness during an asset’s acquisition phase prior to being handed over to the operations and maintenance phase.

According to GFMAM Landscape, the performance of asset-intensive organizations is dependent on the quality and availability of asset data and information. So why does research indicate that 70% of plant operators report 33% to 50% of their asset and process safety information is either missing, incomplete, inconsistent, or outdated? Common complaints from maintenance planners, reliability engineers, facility engineering, process safety and compliance managers include the following: “We can’t find it,” “It’s not complete,” and “We don’t trust it.” As a result, personnel continually make safety, engineering, financial, capital, maintenance, and operational decisions without full access to complete, consistent, and up-to-date information. Such decisions are suboptimal and can cause significant loss. We call this value leakage. Have you ever wondered how much value leakage is costing your organization? Why do the underlying causes of value leakage persist, and what can you do about it? In this presentation, we examine the root causes of value leakage—from incomplete project information handover, to a lack of standards and processes. We then explore a successful framework to improve AIM, including building the business case and return on investment (ROI). Attendees of this presentation will learn how to identify value leakage and the underlying causes; how to calculate the ROI (qualitative and quantitative) of improving asset information management to reduce value leakage; and quick wins and long-term strategies for improving asset information management.

The Regional Municipality of Durham is a community that makes up the east end of the Greater Toronto Area (GTA), which comprises multiple cities and townships. The region provides a multitude of services to approximately 745,000 residents and maintains $17.85 billion in assets and infrastructure. The region was using several disconnected applications and business processes to manage these services, many of which had limited functionality, reporting, and analytics, as well as a lack of integrations to other systems. In an effort to standardize and streamline these services, the region amalgamated all of the tracking of regional assets, maintenance management, and business technology processes. The region began the process of requirements gathering in 2013; at this time, a steering committee was created to govern the project, and project leads and business subject matter experts were engaged to ensure the product selected met business requirements. In 2015, the region began the procurement process: request for proposal, evaluation, vendor presentation, and negotiations. Maximo was the selected enterprise maintenance management system. Durham used a multi-phased implementation plan—including Planning, Design, Execution, and Closing—which consisted of three go-live dates. This multi-phased approach would span over the course of three years. The initial phase of the project included detailed design, organizational impact analysis, future business process design, future role modifications and development, and multiple-tiered information sessions. The organization identified current operational gaps and business process changes were required. It followed Use Case business processes with some adaptation for operational responsiveness and consistency within the To-Be roles. The business was able to retain current operational practices as much as possible but built in a structured and disciplined approach to maintaining assets. This will influence and impact the quality of analytics and reporting. Through its approach, the region was able to implement a centralized maintenance management system across multiple divisions. This implementation impacted 800 end users across 13 divisions and multiple third-party system integrations. It also performed a readiness assessment of departments, divisions, and areas and organizational, process, and technology criteria. It created a go-live and system support strategy, and monitored system, sustainability, and performance throughout the implementation process.

Are we converting our data to decisions? What is the state of digital adoption in asset management? What has changed since the onset of Covid? What has stayed the same? Using the DIKW Pyramid as our guide, combined with the experience and insights of our panelists; we will explore best practices in data-informed decision-making. Are we now in a much different place on our digital adoption journey?  

Applying agile data governance and leveraging 21 century tools and methods to create an ecosystem that supports the success of asset data management strategies. This approach addresses challenges in resourcing for developing strong governance that considers strategic, tactical and operational needs while providing a unique approach to data gathering, quality and quantity of data at a program level.

Recent developments in AI, ML and related techniques see wide adoption in many industries. However, in the asset management area, such technical advances are still in their infancy, especially in the maintenance, repair, and operations (MRO) area. Part of the reason is that, contrary to production, MRO data has its unique characteristics (e.g. incompleteness, inconsistency and heterogeneous), and most organizations are still planning to introduce diagnostic sensors dedicated to maintenance and equipment reliability. We face both challenges and opportunities in advancing data-driven continuous improvements within the asset management world. This presentation shares the findings of our current research and development focus. Titled “How to use historical data to find opportunities to improve the effectiveness of equipment reliability programs, optimize MRO inventory operations, and enhance MRO workflow management processes”, we will first examine the characteristics of MRO data as their uniqueness to a specific company, plant or equipment and their commonality across all sectors. Then we evaluate the feasibility of applying AI/ML techniques with MRO history for better operational efficiencies. We need to understand what data is related to human knowledge, human interaction and process, and what data is associated with the actual condition of the asset, and if there are patterns and models that can be learned. Last, we will demonstrate that AI/ML can find equipment agnostic models and patterns which help continuously improve MRO operations across different industries. Based on the findings, we will also show how AI/ML models learned from historical MRO data can be translated into prescribed actions for improvements in equipment reliability, MRO inventory and workflow operations for individual organizations.

Organizations are observing the change in the maintenance landscape with the use of data-driven analytics for decision-making. Underpinning these analytics is Machine Learning. The algorithms form the model that ingests data to represent the system and predict its future state. While this method has found rapid applicability in other sectors, the field of Reliability & Maintenance Engineering is still exploring ways to adapt this idea to its conventional Asset Management programs. The objective of this paper is to explain the predictive power of machine learning by wrapping it around a prevalent reliability tool: the P-F Curve. Initially proposed in the Reliability-Centered Maintenance (RCM) framework, the P-F Curve is ubiquitous and the practitioners understand its simple and elegant description of the failure behavior. In spite of its understanding, the use of the P-F Curve has been minimal in everyday analysis to estimate when and how soon the failure will occur. Predictive Maintenance (PdM) Tools such as Vibration Analysis, Ultrasound, and Thermography have made the P-F Curve more accessible. Adding Machine Learning to these PdM tools, with a real-time data stream, will amplify the value of this analysis with better detection of Potential Failure (Pf) and forewarning of Functional Failure (Ff). Having real-time data and a real-time P-F Curve plot will enable the users to capture the changing conditions. We define this new curve as the Dynamic P-F Curve™. Dynamic P-F Curve™ Machine Learning models will estimate the time available (P- F Interval) for the maintenance team to respond to an asset before catastrophic failure. This interval will change if the asset experiences an external force causing it to wear out sooner. Thus, a dynamic curve makes the maintenance plan itself changeable and agile, improving the plan's efficiency. The final part of the presentation will showcase an example of how a Dynamic P-F Curve™ is calculated and represented by using an open-source data set. The resulting change in the maintenance plan actions is also prescribed to fully explain this idea, concluding with the list of use cases.    

An Asset Health Index or AHI refers to analysis performed using various asset data to determine the state or condition of the asset. AHI can be used to better assess asset condition, used and useful life, progression toward potential failure, and failure probability. Further, using AHI can also enable the development of optimized maintenance and replacement strategies for assets using a set of objective criteria to assess the true health of the asset. However, entities vary widely in whether they develop Asset Health Indexes (AHIs) for their key assets. For those that do, there are marked differences in the level of rigour and sophistication employed in developing and applying AHIs for effective asset management decision-making. AHI calculations involve identifying and collecting data which may include a review of core asset attributes such as manufacturer, inspection data including field observations, destructive and/or non-destructive test data, maintenance data including historical records, operational records, and asset failure/refurbishment data. In other words, some are core inventory data, some work records, and some inspections or tests. This presentation will go through how to make the best use of asset SMEs and how you can start to develop useful AHIs from what you already know/have. Technically, the process begins with identifying the most critical assets and determining which can best benefit from AHI formulation development. The next steps are used to develop proposed condition factors (CF) and weighting factors (WF) that provide insight into the condition of the assets. Finally, CFs and WFs are used to develop a mathematical algorithm or formulas for the Health Index. We will also discuss how AHI can be used to develop asset management and maintenance strategies – the whole point of the data and analysis in the first place.

The successful use of the technologies associated to Building Information Management (BIM) depends on the interest and levels of investment that owners are willing to put into their projects. According to U.S. and Australian studies, the costs of poor information management in construction for each of these countries are nearly 15 billion U.S. $. The largest losses (almost two-thirds) were found among property owners. The implementation of BIM technologies for facility management focuses mostly on the technological aspect and often neglects the change management required to migrate from traditional approaches to asset management processes. BIM leverages the generation and use of digital representations of buildings and infrastructures in design, construction, and operations. The cost, efficiency and communications benefits that accrue from fostering single source of truth integrated data sets throughout infrastructure project lifecycles are forcing engineering firms, construction companies and public policy offices to rethink their processes and actions. The biggest potential opportunity for leveraging BIM processes following design and construction is for Facilities and Assets Management. Potential benefits include higher quality overall results, improved data preservation and transfer between life-cycle actors, effective predictive maintenance and energy efficiency. Leveraging the benefits of BIM technologies is easier said than done. There are few generally recognized best practices and many outstanding questions. How can we better plan the integration of BIM and FM into future projects? How can we integrate BIM into the management of existing infrastructure and real estate inventories? What best practices can we learn from existing global trends? This presentation offers some insights on how to transition towards BIM-enabled facility management. Success on this digitization path requires strong leadership from owners and operators, from project inception to operations phase. It investigates the transfer process of information technologies in place as well as changes in the business culture and organizational structure through case studies. Ultimately, a robust process to seamlessly create and transfer data across a facility lifecycle lays the ground for leveraging advanced Construction 4.0 technologies to further optimize the operations and improve the occupancy conditions for facility users.