Validation, Transformation & Loading Solution (VTL)

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1 VTL High-quality Plant Asset Data Handover Validation, Transformation & Loading Solution (VTL) Tom Arsenovic Vice President, PP&M EMIA Services & Business Development Adrian Park, Global Executive Director, Owner Operator Solutions 2010 Intergraph Corporation. All Rights Reserved! 1

2 Information validation & take-on Business challenges enormous data volumes often undertaken at the end of a project when there is limited time and resources limited resources with necessary skills typically cost $10-20M for a $1billion CAPEX plant and take over 1 year poor quality data can add 30% to modification costs and can result in wrong decisions impacting plant reliability, and safety solution is not just an IT tool: clear specification of requirements in contracts organisation to follow-up and verify strategy of incremental handover 2010 Intergraph Corporation. All Rights Reserved! 2

3 The challenge Problematic information handover during asset lifecycle: FEED detailed d design detailed design construction (including numerous sub-contractors) construction commissioning operations, maintenance, enhancements etc decommissioning The Solution information management plan covering the entire asset lifecycle detailed specification of engineering g data requirements generally available commercial tools, acceptable to a wide range of suppliers, which facilitates the efficient handover of quality controlled engineering information Is this your challenge? 2010 Intergraph Corporation. All Rights Reserved! 3

4 Achieving seamless handover to operations via continual loads SP-EL others SP-PID Handover of FEED information to EP Standards/ Specifications concept FEED OWNER Traditional EPCM Execution Exception Reports EP SP-3D SP-I Continual Incremental Handover CM SP-MAT design engineer procure construct commission startup Handover of project information to operator Plant handover operate maintain optimize OPERATOR SP-I SP-I ERP SPF EDW Continuous validation / aggregation / consolidation SPF EDW Analysis & simul SP-PIDPID Contract Award Construction SP-PIDPID CMMS 2010 Intergraph Corporation. All Rights Reserved! 4

5 Strategies to ensure improved handover Information Management Scope (IMS): addresses hand-over requirements, in order to ensure safe and efficient operation of a facility minimum level of documentation required to effectively manage its assets and business data format requirements and taxonomies structured to be compatible with the engineering, operating and maintenance systems to be used information specification provides the details of the required data and formats Tools required to facilitate the handover of a high quality digital plant computerized tools to ensure validation, transformation and data loading facilitate an incremental handover (eliminates full handover every iteration) consolidation of data in a single authoritative engineering data Warehouse, providing a consistent source for asset information throughout the asset lifecycle via access from a simple web portal delivered over the lifecycle of the asset where possible codification of business rules as needed from the enterprise to the project level as needed this is the reason for VTL (Validation Transformation, and Loading) 2010 Intergraph Corporation. All Rights Reserved! 5

6 VTL overview contractors data validation team at too/pmc CAPEX project team operations suppliers Staging area VTL SPO/ SPF SAP QC other Intergraph target systems other non-intergraph target systems legacy systems Reports 2010 Intergraph Corporation. All Rights Reserved! 6

7 VTL validation rules powerful and highly flexible generic rule definition capability including: syntax rules (ENS) uniqueness validation relationship cardinality date & time validation integer validation string validation pick-list validation unit of measure validation mandatory fields cascading errors PL/SQL and DLL rule definitions for more complex rules rules may be included into rule sets that are run against data submissions rules and rule sets are reusable severity of validation findings may be graded on rules eg as warnings and errors 2010 Intergraph Corporation. All Rights Reserved! 7

8 VTL configurable validation engine role-based rules administration with SPF Desktop Client. wide range of standard out of the box rule types that may be defined in a SPF form by end users configurable rules to check: naming standards mandatory relationships enumerated values ranges and UoMs for numeric values lengths and format for string values custom rules may be written using PL/SQL or.net rule sets for organizing rules that are run together 2010 Intergraph Corporation. All Rights Reserved! 8

9 VTL data import plug-and-play readers allow import from various file types: CSV XLS constant, prompted, and custom code values may be inserted comparison with previous submission to discover deletes; implicit and explicit deletes supported automation ti based on Windows Workflow Foundation mapping and transformation based on industry-standard d d XSLT 2010 Intergraph Corporation. All Rights Reserved! 9

10 VTL mapping and transformation XSLT transformation (Extensible Style Sheet Language) is used during both import and export to the staging g area XSLT is a very robust technology supporting a very wide range of transformations customers s may choose any tool to generate XSLT transformations 2010 Intergraph Corporation. All Rights Reserved! 10

11 VTL staging area VTL staging area based on SmartPlant Foundation where: user/user group access rights are managed validation rules are managed rule sets are managed data submissions loaded validation executed and results held data submissions and validation results may be queried and navigated full auditable traceability of all validation and updates performed VTL schema staging area schema (aligned with SPO Core) is provided OOTB OOTB schema accepts most common OO handover data role-based navigation provided by SPF may be modified using the SPF UML based schema editor 2010 Intergraph Corporation. All Rights Reserved! 11

12 VTL data export/load plug-and-play writers allow export/load to various systems. OOTB writers for loading SPF 3.8 and 4.x systems OOTB generic writer will invoke any.exe, hand-off data, and monitor progress based on Windows Workflow Foundation mapping and transformation ti based on industry-standard XSLT 2010 Intergraph Corporation. All Rights Reserved! 12

13 IMPORTANT DISCLAIMER This document is designed to communicate a perspective p of likely R&D prioritization based on the current indicators of client demand. It will change both in scope and timing in response to industry demand, d which h is quite dynamic. Intergraph retains all decision rights as to what will be included in a particular release, and does not make binding commitments outside of a written commercial contract Intergraph Corporation. All Rights Reserved! 13

14 Validation Transformation & Loading (VTL) - selected items from backlog extend reader plug-ins XML, ISO extract of tags from CAD files, scanned files, MS Office files and PDF files under loading hotspotting CAD, PDF under loading web service loading run VTL direct on a SPO implementation list view editing i Excel load registers and mappings (to be released) KPI and dashboard reporting export and bulk load to SAP PM support for multiple domains for cross-source comparison 2010 Intergraph Corporation. All Rights Reserved! 14

15 SPO VTL benefits & value proposition Reduced time and cost of data handover from CAPEX projects and turnarounds $10-20m up to 1 year Improved range, quality, and consistency of validation performed Simple for end-users to define rules End-to-end automation Enable comparison of data in the staging area with data in the target SPF system via PL/SQL rules Fully auditable traceability of data submissions, i validation performed, results and manual changes Support for the increasingly data centric deliveries from projects Tight integration with target engineering database including comparison of data with data in target system to facilitate incremental loading

16 Extract from Shell Presentation 2010 Intergraph Corporation. All Rights Reserved! 16

17 Extract from Shell Presentation 2010 Intergraph Corporation. All Rights Reserved! 17

18 Summary The challenge data volumes are enormous data is usually delivered incomplete, with errors or badly formatted limited time or resources to validate data during project close-out Benefits accelerated and improved start-up and commissioning process can take up to one year to load operations systems reduced information management cost at handover costs involved for a $1 billion CAPEX project are typically $10-20 million reduction of 80% cost should be possible by implementing data handover standards & specifications and automation of receipt, verification and loading reduced modification cost validating and correcting data for a modification can be up to 30% of the modification cost Enabled through rapid loading of massive data quantities support for continual incremental handover rules based and automated quality assurance for very large data or information sets rules based and automated conversion 2010 Intergraph Corporation. All Rights Reserved! 18

19 Is this your challenge? 2010 Intergraph Corporation. All Rights Reserved! 19

20 Integrating the Engineering Enterprise IMPORTANT DISCLAIMER This document is designed to communicate a perspective of likely R&D prioritization based on the current indicators of client demand. It will change both in scope and timing in response to industry demand, which is quite dynamic. Intergraph retains all decision rights as to 2010 Intergraph Corporation. All Rights Reserved! what will be included in a particular release, and does not make binding commitments outside of a written commercial contract. 20

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