A Winning Combination
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1 GITA 2011 Work Management and Mobile GIS Technology A Winning Combination Dave DiSera Vice President IT Practice Director & CTO Brian Schrantz Principal Consultant
2 Today s Presentation In Ten Parts 1. Introduction to New York Power Authority (NYPA) 2. Overview of WMS and Mobile Technology 3. Project Background 4. Project Expectations 5. Process 6. Project Results 7. Project Benefits 8. Current Status and Next Steps 9. Lessons Learned/Summary
3 Part 1 Introduction to New York Power Authority
4 Introduction to New York Power Authority (NYPA) The New York Power Authority is America's largest state-owned power organization. NYPA was established in 1931 to develop the hydroelectric resources of the St. Lawrence River. NYPA provides some of the lowest cost electricity in New York State. NYPA operates 18 generating facilities and more than 1,400 circuit-miles of transmission lines. NYPA s power supports more than 400,000 jobs statewide.
5 Part 2 Overview of WMS and Mobile GIS Technology
6 Key Work Management System (WMS) Capabilities Work Management Plan Schedule Cost Performance Asset Management Analysis and Procurement Reporting Vendors Purchase Requests Purchase Orders Contracts Specifications Condition Age History Inventory Control Parts/Tool Availability Warehouse Rolling Stock
7 WMS Manages Information Related to Work Activities and Physical Assets
8 GIS Capabilities Display data on a map easy visualization
9 GIS Capabilities Easily find assets by location OBJECTID GlobalID * TOWER TOWER_NU EQUIPMEN STATION HEIGHT POINT_OF_INTERS SPAN_LENGTH PROJECT DESCRIPTION HYPERLINK COMMENTS SOURCE LONGITUDE 2186 {FE2AC2DE- FS-01/04 01/ NO CETL, MISSING IN MAXIMO plans\11825fy10ar Digitized 76 24' 1.75" W 2187 {CF32C9C1- FS-01/07 01/ YES 200 CETL, MISSING IN MAXIMO plans\11825fy10br Digitized 76 24' 23.04" W 2188 {8CC FS-01/06 01/ NO CETL, MISSING IN MAXIMO plans\11825fy10br Digitized 76 24' 11.42" W 2189 {D58D UE / NO 300 CETL,MMTL UE1-7 STRUCTURE 0 plans\6488ue7t100 Digitized 75 13' 23.19" W 2190 {2A2933DC- UE1-01/02 01/ YES CETL,MMTL UE1-7 STRUCTURE plans\6488ue7t100 Digitized 75 13' 18.64" W 2191 {B6BF4A05- UE1-01/01 01/ NO CETL,MMTL UE1-7 STRUCTURE plans\6488ue7t100 Digitized 75 13' 21.71" W 2192 {B7044DD4-0 UE1-01/04 01/ YES NA CETL,MMTL UE1-7 STRUCTURE plans\6488ue7t100 Digitized 75 13' 17.75" W 2193 {297C3E8F-8 UE1-01/09 01/ NO CETL,MMTL UE1-7 STRUCTURE plans\174ue17t402 Digitized 75 13' 17.52" W 2194 {731887DF-E UE1-02/01 02/ YES CETL,MMTL UE1-7 STRUCTURE plans\174ue17t402 Digitized 75 13' 17.68" W 2195 {44E66614-F UE1-02/02 02/ NO 670 CETL,MMTL UE1-7 STRUCTURE plans\174ue17t402 Digitized 75 13' 21.38" W 2196 {68C61E96- UE1-02/03 02/ NO CETL,MMTL UE1-7 STRUCTURE plans\174ue17t402 Digitized 75 13' 25.35" W 2197 {B611E17C-E UE1-02/04 02/ YES CETL,MMTL UE1-7 STRUCTURE plans\174ue17t402 Digitized 75 13' 28.54" W 2198 {51DBF263-8 UE1-02/05 02/ YES CETL,MMTL UE1-7 STRUCTURE plans\174ue17t402 Digitized 75 13' 32.48" W 2199 {42AB633F-8 UE1-02/END 02/END NA NO NA CETL,MMTL MISSING IN MAXIMO plans\174ue17t402 Digitized 75 13' 34.64" W 2200 {0D38AA93- UE1-01/08 01/ NO 670 CETL,MMTL UE1-7 STRUCTURE plans\174ue17t402 Digitized 75 13' 17.57" W 2201 {3AD1B15A- MA2-60/08W 60/ YES MATL,SLTL MA2 STRUCTURE 60/0 plans\7t65.pdf GPS 75 16' 35.63" W 2202 {E96DA6FD- MA2-60/09W 60/ NO MATL,SLTL MA2 STRUCTURE 60/0 plans\7t65.pdf CALCULATED 75 16' 41.19" W
10 GIS Capabilities Edit and maintain spatial data Spatial Database GIS Editor
11 GIS and WMS Are Closely Related Technologies Both manage a database of facilities and assets Both use the same asset data Both support planning, operations, and maintenance activities
12 Getting The Most From The Technology Requires Integration Of Both Systems Work Mgmt PM GIS WMS Condition Monitoring Inventory Control
13 Part 3 Project Background
14 Transmission Maintenance The Transmission Business Unit s mission is to operate and maintain NYPA s high voltage transmission facilities. An integral part of the maintenance program is the performance of transmission structure and right of way inspections. The current process utilizes hardcopy reports and notes prepared by inspectors in the field, which are then reviewed by the planners.
15 Transmission Maintenance Reliance on hardcopy documents and forms presents the Line Crews with the arduous task of managing and maintaining hundreds of paper documents related to inspection results for a given line patrol. The inspection crews operate without the ability to access current WMS and GIS data while in the field.
16 Transmission Maintenance Identified Several Critical Issues 75% of Transmission Maintenance Work Orders are created from Inspections. Transmission Maintenance did not have an easy way to record line inspections. Several attempts at automating this process failed in the recent past due to: Lack of integration to WMS Software had been too extensive and cumbersome to support basic requirements.
17 Existing Inspection Process Was Cumbersome Transmission Asset Inspection Data Collection Current State Field Line Crew Conduct Inspection Capture Field Inspection data Review WMS work order Backlog Make note of potential GIS Update Complete Tower Inspection Sheet TBU MRM Planner Review Tower Inspection Sheet Office Work-Order Required? Yes Create New WMS Work-Order No Review / Comment on the Sheet File the Sheet for Archive GIS Admin Review potential GIS Update Office GIS Update Required? Yes Update GIS information File the note for Archive Enabler Hard Copy / Paper WMS & GIS Hard-Copy/Paper
18 Pre-project Deficiencies Trend analysis Work efficiencies Communication Duplicate work orders Knowledge Management
19 Part 4 Project Expectations
20 Business Opportunity: Reduce time associated with paper copy manipulation. Provide the Transmission Planners the tool required to assist in the planning effort. Free line crews from managing hardcopy forms for work order backlog. Provide line crews the ability to communicate potential GIS updates by providing the means to redline GIS maps in the field. Enable reporting of asset performance and maintenance. Provide an online historical record of the inspections performed and their status.
21 Project Objectives: Reduce the time it takes to create work orders and perform repairs based on deficiencies reported from the line inspection process. Provide a fast solution to process a simple transaction. Transition from manual (paper) to digital processing; providing the ability to retain and archive comments submitted by inspection and maintanance crews. Store data captured on transmission line inspection forms. Improve GIS data accuracy by using data collected in field mark-ups for map updates. Consistent synchronization of data between the existing enterprise system (GIS and WMS) and mobile solution. Develop a solution that is EASY to use for the crews.
22 NYPA Expected the Project to Deliver: An automated field inspection collection system. A consistent, effective method for both collecting and viewing WMS and GIS data in a timely manner. The ability to use GIS in the field during structure inspections. An automated line patrol history for potential audits, thus mitigating the potential for NERC fines in the event of a system failure.
23 Part 5 Project Process
24 Proposed Process and Solution Transmission Asset Inspection Data Collection Proposed Solution Office Field Office Line Crew Synch Laptop with WMS & GIS Conduct Inspection Review WMS Backlog Mark-up GIS map Complete Field Inspection Form Synch Laptop with WMS & GIS TBU Planner Office Review WMS Condition Table Work-Order Required? Yes Create New Work-Order No End GIS Admin Office Review Mark-up GIS Update Required? Yes Update GIS information End Enabler Mobile Asset NOtebook Modules Maximo & Esri
25 Integration Must Accommodate Sharing of Enterprise Asset Data Enterprise Asset ID Asset Must Be Commonly Known Across All Enterprise Systems WMS GIS CI=
26 Architecture Redlines Redline Manager Data Edits SDE WO Updates Copy.bat, Copy_centroid.bat Maximo Inspections to CM InspLoader.bat Redlines GDB Updates Staging Server ArcMap (Editors) Inspection Forms MXD Changes Code Updates, MXD Changes, New Data after testing Code Updates, MXD Changes, New Data for Testing Synchronization Engine Mobile_sync.bat Updated Code, MXD, Data Mobile Unit 1 Mobile Unit 2 Mobile Unit 3 Mobile Unit 4 Mobile Unit 5 Upload Insp. Forms, Redlines
27 Team Approach Helped Meet the Ambitious Project Schedule NYPA tasks: Normalize / synchronize the transmission structures ( towers ) data between Maximo and Esri Assign Maximo equipment numbers to the spans in Esri and adding spans to WMS Create a personal Geodatabase for the mobile units (tablets / laptops) Create virtual servers for the synchronizing function Provide remote access to the servers Update the Maximo Condition Monitoring table EMA tasks: Configure ArcObjects for mobile solution Develop the inspection forms designed in the initial meeting Create a Maximo work order (backlog) layer for Esri Create a Maximo condition monitoring interface Train NYPA IT and GIS staff ( train the trainer ) Advise and assist NYPA staff throughout the project
28 Part 6 Project Results
29 Pan Last View Launch Redlines Zoom Out Zoom In Global View Information Measure Map Notes Color Code Assets Work Location Table of Contents (Layers) NYPA Line Patrol Application Map View
30 Line-Workers Helped Define User-Friendly Forms 11. Once the Inspection Form button is hit. A sign in screen will appear where you HAVE TO Enter the crew information, and the Work Order # You are working on. 12. The Tower Inspection Form will appear once you click OK. You will notice that all the crew information is at the top. Under that you will find a series of boxes pertaining to a heading such as Hardware or Insulators. When you are inspecting the structure if you DO NOT find anything wrong with a particular part, leave the box blank. ONLY if something is wrong tap in the box and write in what you find in a manner so the planners can figure out what is wrong. If the structure has no issues scroll to the bottom of the form and click SUBMIT then close and move on to the next. NYPA Line Patrol Inspection Form
31 Drawing Toolbar allows you to write directly on the screen with the stylus anything you may want to convey to the GIS Administrators. Example: Access Road is located here. Or: Steep slope in this area.
32 Flow of Redline Sketch Information Provides Effective Communication of Changes Performed in the Field Create redline sketch in the field Submit Edit in ArcGIS Automatic redline upload ArcSDE Redline Layer
33 Part 7 Project Benefits
34 Crews Participate in Increasing Asset Data Accuracy Crews create redlines of asset changes or discrepancies Updates are sent to the GIS Administrator and are available after next synchronization (weekly during the line inspection period). Work Order backlog is available to the line crew while they are physically at the asset location.
35 Increases Accuracy and Integrity of Enterprise Asset Data BEFORE Discovery of changes to field information stayed in crew s heads. Managing paper inspection forms is an arduous task where actionable data may not always be readily available. INTEGRATED Streamlined communication of asset changes from field to office. Work order backlog and GIS data available to the field in a timely manner. Reduced windshield time.
36 Part 8 Current Status and Next Steps
37 Current Status Inspected three of the major transmission facilities during the pilot: Moses-Adirondack Transmission Line (MA) Fitzpatrick-Edic Transmission Line (FE) Niagara Adirondack Tie Line (NATL). Total inspections included: 3,068 structures 2,501 spans 351 miles of right of way
38 Additional Functionality Mark the Project s Future Opportunities Danger Tree Application Aerial Line Patrol
39 Part 9 Summary/ Lessons Learned
40 GIS/WMS Integration Provides Complete Solution for Managing Distributed Work & Assets Integration Approach Provides: Improved asset data sharing across multiple enterprise systems. More efficient and effective work management. Effective tools for managing work and assets in the field. Increased accuracy and integrity of enterprise asset data.
41 Lessons Learned Get user acceptance and management buy in early in the process. Timely response to user comments during the pilot pays huge dividends. In-field support at beginning of pilot helps ensure end-user acceptance. Understand the hidden agendas of all participants. The degree of technical competence is inversely proportional to the level of management.
42 Testimonials It's heavy (compared with paper) but I think this will work. I am not especially computer literate but found this system to be straightforward and relatively easy to use. This is an important initiative to the Transmission Maintenance Business and our Transmission Infrastructure; this software and its ease of use has achieved the objective - Senior Manager of Transmission Maintenance. This works well, and we like having the GIS information available in the field. We have gotten good buy-in from the field, and the system has proven to be useful and reliable. I see no reason to continue paperbased inspections.
43 Questions? 2011 EMA, Inc. For more information, contact: or
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