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GE

Intelligent Platforms

Implementing a Workflow Solution Leveraging SCADA and

Cityworks

2013 T-CON

Water Utilities spend over

$1,000,000,000 on controls and IT

every year with the goal of

increasing operational efficiency,

consistency and accountability.

The truth is, these solutions only

deliver so far on these goals

because they are not integrated and

unable to leverage their full potential.

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3 ©2011 GE Intelligent Platforms

All Rights Reserved

Business

SCADA

Engineering

Operations

Asset

Management

Results:

Duplicate effort, information silos,

analysis gaps operational inefficiency

and reactive operations

Manual data collaboration is

widespread even with the large level of

IT investment.

“After huge IT

investments, I still

have operators hand

creating 60 page

operational reports

every 6 hours wasting

thousands of hours

every year.”

4 ©2011 GE Intelligent Platforms

All Rights Reserved

• $ Workflow – Incorporate into financial packages for further analysis

• GIS Workflow – Real time spatial mapping of events & asset information

• Controls Proficy CMMS - Automatically Trigger work orders, capture labor and materials parameters, & real-time water efficiencies

“Platform convergence

provides staff with

collaborative

information allowing us

to better serve our

customers. ”

Maximize your investment by connecting your IT investment:

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5 5

Workflow Best friend to plant managers everywhere.

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Digitize manual and automated

processes with one tool across your

entire utility – from plant operators and

maintenance teams to field crews and

leadership

Every operator is your best with:

Manual task automation

Digitized Std. Operating Procedures

Alarm Response Management

Centralized Operator Interface

Decrease downtime,

maintenance and costs

across operations

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7 ©2011 GE Intelligent Platforms

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manual task

automation

Some processes require direct operator

interface or don’t make sense to

automate

Detailed step based

instructions fed by live

data leads operator

though dynamic

processes to deliver

best possible outcomes

Embed iFIX or 3rd

party software to

provide topical

control to the

operator

8 ©2011 GE Intelligent Platforms

All Rights Reserved

electronic

standard

operating

procedures

Scheduled, Daily, and SCADA activated

tasks keep operators focused

Improve operator

safety by digitizing

MSDS information into

central database that

also ensures they have

the latest revisions

Simplified steps for the

operator with detailed

information in the work

instructions

Connect to documents,

videos, even live feeds to

provide operators with

deeper knowledge on each

step

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9 ©2011 GE Intelligent Platforms

All Rights Reserved

alarm

response

management

Consistent alarm response

reduces troubleshooting time and

risk

Provide operators with

detailed information on

alarms including

trending

Digital alarm log entry

reduces labor and

increases the information

collected on events (No

more lost sheets of paper)

Automatic excursion

detection, begins

troubleshooting

workflow

10 ©2011 GE Intelligent Platforms

All Rights Reserved

Centralized

operator

interface

Combine SCADA, LIMS, CMMS and

Security systems into a single interface

Integration with GIS-based

CMMS for condition-based

and reliability-centric asset

management

Tasks auditing and

notification processes

ensure chain of

command

Provide detailed work order

instructions for maintenance

and calibrations

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11 ©2011 GE Intelligent Platforms

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Enhancing SCADA with eSOPs

Workflow Water

Operations

Caustic chemical out of

spec!

SCADA

Data & Events

SCADA sends data to

Workflow

Out of spec data triggers

workflow

Workflow

Monitors Data

Data triggers “Caustic

chemical feed out of spec”

workflow

Operator performs 4 steps

and sends email to

Maintenance.

New Work

Instructions

Workflow sends eSOP to

operator

Central SCADA

12 ©2011 GE Intelligent Platforms

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Enhancing CMMS with eSOPs Real-Time Condition-Based Asset Management

Workflow Water

Operations

Pump Runtime

out of spec!

SCADA

Data & Events

SCADA sends data to

Workflow

Out of spec data

triggers workflow

Workflow

Monitors Data

Data triggers “Pump

Runtime” workflow

Operator goes to specific

pump station, performs 5

task steps, and completes

workflow, which closes the

work order

New Work

Instructions

Workflow sends eSOP,

work order # and GIS

details to operator

Central SCADA

CMMS sends work order #

and GIS information to

Workflow

Real-Time

CMMS

Workflow requests

CMMS to create new

work order

CMMS SOA SOA

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13 November 2010

Point to point integration

Yesterday

CMM

S

WMS

ERP GIS

SCAD

A

CIP

DMS

LIMS

Today with GE

Service Oriented

Architecture

14 November 2010

Trigger from any system on the Service Oriented

Architecture

Work Process Management

EMS

SOA

Event

Manager

WPM

GIS

CMM

S

Field Crew

Manager

Plant

Operators

Analy

tics

Etc.

Alarms

Events

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Reporting

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Process Feedback and Reporting

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Waterford Township

Use Case

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360 Miles of Water Main and Appurtenances

19 Production Wells

2 Elevated and 1 Ground Storage Tanks

13 Iron Filtration Plants

1 High Service Pumping Station

355 Miles of Sanitary Sewer

63 Sewer Lift Stations

15 Township Buildings

5 Township Cemeteries

230 Vehicle Fleet

Waterford Township DPW Assets

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Project Objectives

• Electronic Standard Operating Procedures (eSOP) - Provide method for capturing real-time events and documenting best practice processes to resolve them while codifying institutional knowledge

• Provide a workflow component for SCADA – Auto task generation

• Integration of SCADA workflows with Cityworks (CMMS) via Work Order API to further leverage business platforms and capture labor and material used to resolve issues

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Project Overview SCADA

Facilitates efficient monitoring, control and optimization of water and sewer operations.

Alarms generated are large proportion of CMMS work orders

No eSOP procedures and not linked directly to SCADA

Workflow

Event Based, Process-Centric

• Manual task automation

• Digitized eSOP

• Alarm Response Management

• Direct Integration with SCADA and CMMS

• Service Oriented Architecture – Key to Integration

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Project Overview

Cityworks

•Work Order API provides developers a supported set of web services to generate work orders in Cityworks.

•Utilizing the inherent Cityworks business logic, data values sent to the service can trigger both routine and emergency work orders.

•The web services follow the JSON standard making them language independent and able to support requests generated from a variety of environments including .Net and Java.

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Project Items

Phase I

Automated workflows based on SCADA condition events

• Pump number of starts

• Pump runtimes

• Standalone workflow to document Sanitary Sewer Overflow (SSO)

reporting process

Automated workflow based on time event

• Site Inspection – 5-7 inspections per day as part of a 2 week cycle

Incorporation of Cityworks Work Order API for automatic work order

generation

Phase II • Integration of Document Management System (OnBase)

• Development of additional workflows by internal staff

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Workflow Overview

Workflow is made up of four main components

•Equipment Model – Models site/equipment and linkage of SCADA values

•Events – Conditional expressions or time based events that trigger workflows

•Workflow Templates – Configured Templates that contain automated process and manual steps

•Schedules – Combines events with workflow templates to initiate workflows

These components create a process driven workflow for managing by exception

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Workflow Equipment Model

Model of site and equipment

Stores real-time SCADA values for evaluation

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Workflow Equipment Model

Model of site and equipment

Stores real-time SCADA values for evaluation

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Workflow Events – Conditional

Conditional Expression – Uses values stored in Equipment to evaluate expressions

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Workflow Events – Conditional

Conditional Expression – Uses values stored in Equipment to evaluate expressions

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Workflow Events – Time Based

Time Based Expression – Uses date/time expression to determine when event should be triggered

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Workflow Template

Configured steps and processes that are executed automatically and/or with user interaction

Steps can be modified by workflow authors and services can be added by administrator

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Workflow Template

•Series of predefined methods are used to create and populate the work order when the work order is generated

•Template can be modified so that a work order is not automatically generated at the start of the workflow, it can be chosen as an option in one of the steps

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Workflow Template

Workflow presents pre-configured services that can be added as a method

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Workflow Schedule

Combines workflow template with events, either conditional or time based to determine if a workflow should be generated

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Workflow Deployed

When a workflow is triggered, either manually or automatically as part of a conditional or time based event a series of processes occur:

An email is triggered, notifying appropriate personnel of the workflow and supplying a work order number if generated

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Workflow Deployed

Appropriate users can view details of the workflow and begin processing it

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Workflow Deployed

Information from SCADA is displayed in the workflow, along with specific eSOP information for troubleshooting

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Workflow In Action Steps guide users through resolution of the issue

Steps have expiration timers, if steps are not processed in time escalation processes occur (notifications)

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Workflow Deployed

Users can view list of completed workflows and can view details of workflows

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Workflow Manager View Managers can view complete list of pending workflows

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Workflow In Action Managers can develop workflows based on functions of their group

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Workflow Labor Hour Report

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Workflow Work Order Type Report

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Workflow % Work Orders by Site

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Thank You!

Terry Biederman, P.E.

Global Industry Manager- Water

GE Intelligent Platforms

terry.biederman@ge.com

Questions?

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Backup

eSOP

Solution Components

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GIS

Busines

s

CMMS DMS AMI Payroll AVL W-WAN

Automation & Control

SCADA PLC

Modeling

Standalone and Disconnected Platforms

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eSOP Solution

Solution components: Proficy Workflow and Reporting eSOP Editor – Global Display eSOP System Configuration – Global Display eSOP Template – Workflow Template eSOP Step – Workflow Template Form Email – Custom Activity eSOP User Activities Solution Objects Service Provider

What you will need to have… One of the supported Workflow Operating Systems SQL Server 2005 (or greater) SSRS – SQL Server Reporting Services SQL Server Business Intelligence Development Studio Microsoft Office 2007 (or greater)

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47 November 2010

One common method to communicate about assets

Standard Models (CIM, ISA95)

SCAD

A

SOA

LIMS

ERP

GIS

Noriu Kitas vienas alus, prašome

Желим Још једно пиво молим

Event Information and data

私はもうビールはお願いしたいと思います

Jeg ønsker en annen øl vennligst

48 November 2010

Location Context ISA-95 Equipment Models