Ron Brennan, Chemicals and Petroleum Industry Consultant, IBM NRSC Perth
Engineering Data Handover Overview
The Engineering Data Handover Dilemma
The Case for Smarter Engineering Data Management
Scope of Engineering Data Lifecycle Management
Engineering Data Management Business Processes
Engineering Data Management Supporting Applications
Engineering Data Management Supporting Applications
Integrated Engineering Data Management Architecture
What are Leading Companies Doing Differently?
Learning From Other Industries
The Engineering Data Handover Dilemma
Engineering data handover is not easy
Variety of data in a variety of formats -- High volume of data
- Diverse source systems
- EPC / Owner-operator systems not compatible
Who is responsible for data handover- MCP or
operations?
Typical Asset Information
Equipment Data Sheets
Asset Hierarchy, Register
Tag numbers
Maintenance Strategies
Criticality Rankings
Reliability Centered Maintenance FMEAs
Maintenance Activities Lists
15926
operations?
Lack of handover/management of change business
processes
What about operations systems?
‘Typical’ engineering data handover behaviours
- File away documents in document management system (or file cabinet)
- Render drawings in PDFs to store as documents - One-time loading of operations systems
Maintenance Job Routines
Corrosion Inspection Job Routines
Consolidated Bill of Materials
Spare Parts & MRO Lists
Operations Procedures
Commissioning, Startup
Strategy, Plan, Procedures
Training Manuals
Maintenance Manuals
As-Built Drawings
The Case for Smarter Engineering Data Management
The case for change is to avoid the hidden
costs of additional activities
- Data handover format conversions
- QA equipment lists, material numbers, etc. - QA tag naming nomenclature
- Plant hierarchy configuration - Plant hierarchy configuration
- Document management classification taxonomy
And to prepare the data for use
- User access
- Operations systems use
Handover? How hard can it be?
These issues should be treated as related and should be addressed in an integrated manner –
Scope of Engineering Data Lifecycle Management
FA ERP FA OPS OPS OPS OPSEPCs Owner-Operator Engineering Data Management
EPC Sub EPC Sub
EDW DMS EDW DMS EPC Sub EDW DMS EPC EDW DMS Asset Management System Engineering Data Access Portal
EDW / DMS / Doc Control / Workflow Status
Document Management System Engineering Data Warehouse Engineering Changes Engineering Data Handover
Operational Systems Load Management of Change
Transmittal Review / Approval Workflow Process Transmittal Review / Approval Process
Engineering Changes User Query Transmittal Workflow Transmittal Workflow Engineering Data Handover Document Control
EPC Sub EPC Sub EPC Sub
ENGINEERING DATA LIFECYCLE BUSINESS PROCESSES
FID Handover
FEED Detail Design and Construction Steady-State Operations
BOD Production
Startup
Creation and Engineering Handover Management of Change Engineering Data Lifecycle
Major Capital Project Lifecycle
Design Documents Review and Approval Engineering Data Handover
Operational Systems Load Management of Change
Engineering Data Lifecycle Management Business Processes
Integrated Engineering Data Lifecycle Business Process
1.0 Transmittal/Work Package Review/Approval 2.0 Engineering Data Handover 3.0 Engineering Data Enrichment 4.0 Load Application Data
5.0 Maintain Engineering
System of Record
EPC Work Order
EDW DMS Work Package Returned Asset Change Asset Change Transaction Load Signal Approved Work Package Enriched Data Data Handover Document Control Track transmittal and workflow status Review workflows Log exceptions / interfaces
EDW DMS ERP FA MM AMS
EDW DMS Returned Work Package Handover Efficient receiving / loading / QA of data Access to engineering data in native formats Linkage of engineering data components Enrichment Full equipment descriptions Complete AMS spare parts catalogue Load Applications Load of operations application with engineering data Update of operational systems from engineering and maintenance activities Maintenance of Change Maintain accurate ‘system of record’ for engineering data Accurate company records
Engineering Data Lifecycle Management Supporting Applications
Engineering Data Warehouse (EDW)
- Engineering info cross references - Access - rendering & collation - Integration
- Load/QA workflows
Document Management System (DMS)
- Repository for EDW (native format)
Engineering Data Management
Engineering Data Access Portal & workflow Document Management System Engineering Data Warehouse Document Control
Integration layer
- Repository for EDW (native format)
- Repository for related documents e.g. equip data sheets, SoP’s, manuals
Document Control (DC)
- Engineering work package mgmt
Integration to Operational Systems key for
efficient start-up and ongoing operations - ERP – FA/MM
- AMS
- Other Operational Systems
FA ERP FA OPS OPS OPS OPS Operational Systems Asset Management System
Integrated Engineering Data Management Architecture
Portal Document Control Check IN Check OUT Approvals EDW Search DMS/ Portal Search Document Viewer PDF, 2D/3D Drawings DMS/ Portal Viewer Doc Edit Document Controllers Document Editors Maintenance Engineering Casual Users Bulk Load Architecture CapabilitiesDocument control capabilities with repository for storage and access
Engineering data management with repository for storage and access
Storage of documents and drawings in corporate repository
Publication of documents, drawings, and engineering data with role-based access
Maintains engineering data ‘system of record’
Engineering Data Warehouse EDW Repository R/T Data TBD Asset Register DMS Published Documents (PDF format)
What Do Leading Companies Do Differently?
FA ERP FA OPS OPS OPS OPSEPCs Engineering Data Management
EPC Sub EPC Sub
EDW DMS EDW DMS EPC Sub EDW DMS EPC EDW DMS Owner-Operator Asset Management System Engineering Data Access Portal
EDW / DMS / Asset Models / Workflow Status
Document Management System Engineering Data Warehouse Engineering Changes Operational Systems Load and
Management of Change Workflow Process
Transmittal Review / Approval Workflow Process Transmittal Review / Approval Process
Engineering Changes User Query Transmittal Workflow Transmittal Workflow Engineering Data Asset Models Integration Services QA
Integrated Engineering Data Lifecycle Business Process
3. Data integration services among systems defined 1. EPC data handover specifications defined in ITTs 4. Handover as packages are approved
Integrated Engineering Data Lifecycle Business Process
1.0 Transmittal/Work Package Review/Approval 2.0 Engineering Data Handover 3.0 Engineering Data Enrichment 4.0 Load Application Data 5.0 Maintain Engineering System of Record EPC Work Order EDW DMS
EDW DMS ERP FA MM AMS
EDW DMS Work Package Returned Work Package Asset Change Asset Change Transaction Load Signal Approved Work Package Enriched Data 2. Repeatable data management processes implemented 6. Engineering data lifecycle management implemented 5. Maintain engineering data System of Record(s)
Learning From PLM From Other Industries – A&D and Automotive
Operate & Maintain Certify End of Life 3D MBD: from design to production to certificationDesign for Maintainability PLM/MRO integration Commissioning Operate & Maintain Decommission Manage Multi-discipline simulation IP Manage, Collaborate Studies
Allow virtual product multi-discipline IP management Design Testing Produce Architecture Validation Validate Airframe and Systems Architecture in a
single environment Virtual Production Mockup
As Planned-As Built collaboration
Feasibility
Pre-FEED
FEED Construction
Validation
Engineering Data Lifecycle Management - Top 3 ‘To-Dos’
1. Define Engineering Data Management processes for the full data lifecycle, including responsible parties
Document Control
Engineering data handover
EPC to capital project team
Capital project team to Operations
Document Management (repository)
Management of Change
Data access methods
2. Define these as integrated engineering data lifecycle processes