Asset Health and Maintenance Excellence

Asset Health Focus Community

CBM Business Case Majority of utilities still rely on time-based maintenance. Maintenance tasks are scheduled in advance at predetermined time intervals. Augmented by some CBM tools oil sampling & DGA, infrared survey, etc. Concerning results may trigger preventive intervention. Notwithstanding this, the prevailing paradigm is predominantly time-based. Utilities need to do more. Growing demand. The Smart Grid demands more information, and not just from the AMI world. Lower tolerance for outages. Higher demands from regulators. Fleets are getting very old. Media is watching more than ever. Operational demands require knowing the systems limits.

The New CBM / Asset Management A new Condition Based Maintenance (CBM) paradigm has emerged from these concerns, one that leverages modern sensing, communication, data systems, and computing technologies to: Perform continuous field monitoring of equipment health indicators. Integrate operational, maintenance, and health data from various sources Use all the data available pertaining to asset health operational, online monitoring, lab, inspections, test... Process the integrated data to assess the condition of the equipment and its components. Utilize the conclusions of assessment for predictive maintenance & strategic management of assets.

The OT Divide We ve heard about the IT-OT divide (CIM helps). But there is a gulf within OT there is a ton of operations data with bearing on asset health that Asset Engineers don t have access to. For instance dynamic loading data is used in IEEE C57.91 to calculate loss of life. Transformer loss of life is a foundation for CBM. But much of the data in operations data systems & not accessible from maintenance data systems. Furthermore, many objects essential to maintenance aren t well represented e.g., insulation. Insulation failure is the leading cause of transformer failure. Need CIM support to bridge the OT divide and enable integration of operations and maintenance data for a more comprehensive picture of asset health.

CBM Best Practices Utilities want to determine CBM best practices. What asset attributes should be measured? What assessments should be made? What actions should be taken and when? Utilities want to share CBM best practices. Need models that describe assessments and actions. For instance, transformers @ Utility A run wet and they are worried about bubble formation risk. Utility B has figured out an effective regime for tracking, assessing, and preventing bubble formation. Need a standardized way of exchanging such CBM best practices.

CIM for CBM Identification of systems that would want to exchange data. Asset loading information from operations systems to asset management system. Asset health information from asset management system to operations systems. Test and inspection results from relevant systems. Better description of high value assets from asset management perspective. Transformers & breakers. Other assets? Means of describing assessments and actions.

Asset Health Focus Community An Asset Health Focus Community has been created to address this need jointly between CIM WG and user community. Objective Produce use cases and data requirements for asset health. Identify system interactions that should be standardized. Deliverables Use cases and system interaction profiles deliverable to IEC CIM WGs. Organization SharePoint site with repository for posting working docs: http://cimug.ucaiug.org/Focus_Comms/AssetHealth/ Bi-weekly GoToMeeting calls for the focus community starting Nov 2012.

Focus Community Approach Initially focus on transformers. Develop use case & system interactions Identify ranked list of asset health assessments for transformers. For the top assessment, identify actors, systems, and data exchanged, and develop use case. Develop IRM-style sequence diagrams & define messages in terms of CIM. Consider CIM extensions for gaps in message definitions. Consider additional assessments from the ranked list one by one to incrementally generalize the use case (or develop a set of related use cases). Initial assessment to consider DGA. Start with IEEE C57.104-2008 (Guide for Interpretation of Gases Generated in Oil-Immersed Transformers).

Actors, Systems, Interactions Inferred from IEEE C57.104-2008 for DGA Dissolved gas results and history Oil test database Online monitor Equipment & context variables Datasheets Context variable like temperature Oil sampling frequency Asset Engineer Analytics System Work and Asset Management System (WAMS) Outage & maintenance work Asset Engineer, Operations Manager Analytics System WAMS Outage Management System

Use Case Inferred from IEEE C57.104-2008

Asset Health Analytics A new business sub-function. Could belong in Records and asset management (AM) or perhaps Maintenance and Construction (MC). Based on discussions in previous meetings, identified four interaction patterns: 1. Asset health baseline. 2. Condition monitoring and escalation. 3. Asset health triggers. 4. Asset use optimization. Developed sequence diagrams. These are preliminary. Messages need to be defined in terms of CIM. Gaps to be filled via CIM extensions.

Asset Health Baseline

Condition Monitoring and Escalation

Need to Harmonize CIM-61850 While the main domain of the Asset Health Focus Community work is the enterprise, the devices themselves reside in the substation and much of the raw data comes from the substation. Since 61850 can be utilized to provide both measurement and device information, the Asset Health Focus Community will consider the applicability and possible relationship to 61850 models as it performs its work. Coordinate with the CIM-61850 Harmonization Task Force.

Some Relevant CIM Classes

61850 SIML (partial snapshot)

Example Artifacts High-level use cases and sequence diagrams illustrating the generalized CBAM actors and data exchanges within the context of the IEC 61968-1 Interface Reference Model (IRM). New IRM sub-functions and abstract components. A UML model suggesting extensions and enhancements to the current CIM standard information model cumulatively added to as each data exchange is investigated and modeled, including new classes for concepts that aren t covered by existing classes. Sample instance models to illustrate potential model usage conventions and to validate model accuracy/usefulness. Data exchange profiles reflective of identified general or common data sources.

Project Plan / Timeline Fall 2013 WG/CIMug Meetings High-level use cases and sequence diagrams. Initial proposal for DGA modeling (with UML classes and sample instance models), including preliminary solutions to several general issues: Use of ProcedureDataSet and Measurement. Need for balanced/unbalanced PowerTransformer and Terminal instances for Measurement support Summer 2014 WG / CIMug meetings Asset health transformer model covering the most common types of input data. Proposed profile(s) related to the model. Documentation artifacts. Fall 2014 WG / CIMug meetings Proposal and plan for interoperability test. Asset health beyond transformers. Summer 2015 Transformer asset health interop test.

Summary CBM must evolve. Great interest from utilities across the world. Well-established need for standards support. Affects WG13 and WG14 models. Many of the concepts extend the WG14 asset models. Others extend the WG13 models. Use 61850-harmonized models for IEDs and measurements. Need collaborative work across the CIM working groups (WG13-WG14) and with the user community at large. Have created a cross-CIM WG task force & a Focus Community that includes users. For more information / to participate, contact Pat Brown, pbrown@epri.com, or Gowri Rajappan, grajappan@doble.com