Maximo Spatial Database Federation

Originally posted on the developerWorks blog.

Maximo Spatial Database Federation

Author: Rodrigo Dombrowski, Maximo Product Designer & Architect
This article describes the Maximo Spatial architecture that integrates the IBM Maximo Asset Management database with a GIS geodatabase.

All information below is valid for Maximo Spatial 7.5 version.

Maximo Spatial integrates with the GIS database using a concept called database federation, often also called database links.

Database Federation provides the following benefits:

  • No data replication needed as GIS data can be exposed and displayed on Maximo forms
  • Distributed database transactions to ensure consistency
  • Higher performance for batch read and creation of GIS records and Maximo records
  • All Maximo framework functionality and security available when displaying and editing GIS data
  • Multiple geo databases support

Documentation about how to configure Maximo Spatial to integrate with feature class tables is available in:

http://publib.boulder.ibm.com/infocenter/tivihelp/v49r1/index.jsp?topic=%2Fcom.ibm.spl.doc%2Ft_ctr_configuring.html

Documentation about how to expose GIS data to Maximo forms is available in:

http://publib.boulder.ibm.com/infocenter/tivihelp/v49r1/index.jsp?topic=%2Fcom.ibm.spl.doc%2Fconfigure%2Ft_ctr_customize_spatial_apps.html

The Maximo Spatial database configuration is done independently for each feature class that the client want to integrate with Maximo. This allows supporting multiple geodatabases and feature classes in any database schema. For GIS data insert and updates Maximo Spatial requires that both databases be from the same vendor. Oracle+Oracle, or DB2+DB2, or SQLServer+SQLServer.

Configuration Overview

Configuration Overview

In some cases it is not possible to have both Maximo and GIS database from the same vendor or it is not possible to configure database links.
For these cases currently there are the following options:

Option 1 – Read only mode – No database federation (database link)

  • Same configuration process, including Database Configuration steps, but without database link
  • It makes Maximo Spatial only read-only mode for GIS data
  • Map toolbar tools like selection, query by attributes and update GIS list stays working
  • No GIS record link or cron task will be available
  • No GIS geometry creation and editing from Maximo

Option 1

Option 1

Option 2 – No federation, read/write GIS data moved to local Maximo database

Example: Maximo running on DB2 and GIS data on Oracle database

  • Full Maximo Spatial functionality for the GIS data that is moved to Maximo database
  • No federation required when GIS is on the same Maximo database instance
  • GIS data that can be read only to Spatial can stay on Oracle
  • May require additional ArcSDE license
Option 2

Option 2

Asset Life Cycle with Maximo for Transportation

This post originally was posted on the  IBM Asset & Facilities Management blog and was written by Vito DeMalteris.

 Asset Life Cycle with Maximo for Transportation

The Asset Life Cycle is an important process to monitor for any industry. All asset owners make some attempt at monitoring this cycle in order to develop enlightened, informed decisions regarding maintenance strategies, spare parts requirements, operational procedures and repair/replace options. The key requirement in making these decisions is knowledge and information. Some of this will come from the manufacturer, some from user experience but the most significant source is from the operating and maintenance history of the specific asset. As you read this document, review the features in theTransportation page.
Maximo for Transportation provides significant detail related to the asset history. The asset application contains information related to that specific asset so that it is made readily available for the user, and in one location in Maximo. Information about warranty coverage, a significant process in the transportation industry, is displayed so that the user will always know what the warranty status is for each asset without having to look for it in the warranty applications.
Advanced Metering capabilities enhance the usage and Preventive Maintenance processes to further the maintenance strategy for your assets. Each asset record has a history option which provides a view into the asset including Work, Preventive and Predictive schedules and history, meter readings history, status change history, condition status history, move history, usage history for motor pool assets, Telematics reading history, activity history, axle position reading history and a chronological history of activities. All of this information is made easily accessible.
Utilizing the Depreciation Schedule provided in the Asset application allows the user to track the monetary value of this asset up to the current date. This information, used in conjunction with the maintenance and meter history of the asset, can be used to help make the repair/replace decision that is inevitable in the transportation environment. 
To help the organization prevent unnecessary work, Maximo for Transportation will display any recent or repeat repairs on the asset whenever a work order against that asset is created. This feature not only helps eliminate duplicate work orders but also helps identify recurring problems which may be an indication of other issues related to the asset, its environment or perhaps training for the technicians performing the work. All of this helps extend the asset service life by pushing valuable information to the user. In summary, Maximo for Transportation provides detailed information concerning the asset to enable the user to extend the asset life cycle and provide the data needed when the time to replace that asset is near. Hear this information for yourself from one of our Transportation clients (Royal Boskalis Westminster). Link to video.

Using Maximo Oil and Gas to manage permits to work

Using Maximo for Oil and Gas, v7.5.1 to manage work processes with permits to work

The following was originally posted in the IBM Developer Works blog by Liliane Himmel 

To manage the safety of personnel and the workplace, you can define permits to work. Using corresponding work order records, you can associate tasks with permits to work. You can also associate authorized personnel with permit or certificate types to ensure that personnel have the necessary credentials to carry out those tasks. You can specify who is authorized to review and approve the permits to work. You can define the isolations and hazards that are associated with specific assets, and the actions to be taken in emergency situations. You can also create related record relationships between tickets, permits to work, and work orders.

In the Drilling and Completion application, you can review the permits to work that are related to work orders to ensure that all permits are included. Permits to work provide a system of control to ensure the safety of the plant. You can use permits to work to manage the work activities and to ensure that steps are taken to prevent accidents.

Creating permits to work

A permit to work defines the hazards and isolations that are associated with work activities. When you create permits to work, you provide the details with which the permit is associated. You ensure that permits to work are ready to be issued. Optionally, you can hold toolbox talks to communicate the safety aspects of the work activities.

A permit to work defines the hazards and isolations that are associated with work activities. When you create permits to work, you provide the details with which the permit is associated. You ensure that permits to work are ready to be issued. Optionally, you can hold toolbox talks to communicate the safety aspects of the work activities.

About this task
When you create a permit to work, you must evaluate the hazards that are involved in completing the work that is associated with that permit. You can also define the conditions for work.

In addition to creating permits to work from the Permit to Work application, you can create permits to work from the Work Order Tracking application and from the Drilling and Completion application.

Assets or locations are isolated to allow work to be carried out without hazards for personnel. Procedures are followed to contain an asset or a location before an authorized person can work on it. For example, you can specify that an asset is isolated from a potentially hazardous source of energy. When the work is complete, the steps that were taken to isolate that asset are removed so that the asset can be returned to production.

Procedure

  1. In the Permit and Certificate Types application, define a permit or certificate type to associate with this permit to work. Use the rich text editor of the Long Description field to assign a color and a font size to the text. You can assign a different color to highlight the type of permit or certificate. The highlighted text displays in the Permit Header field of the Permit to Work application.
  2. In the People application, authorize qualified, active personnel to conduct gas tests and to record emissions.
  3. In the Risk Assessment application, identify the hazards that are associated with work operations and assess their risks. Hazard records must belong to the same organization as the permit to work.
  4. In the Permit to Work application, click New Permit to Work on the toolbar.
  5. On the Permit to Work tab, specify the beginning and end dates and times, the permit level, and the site for the permit to work.
  6. Specify the asset and location details that are associated with the permit to work. If a permit to work is associated with a work order, the asset and location fields are populated from the work order.
  7. Specify the task details. If the certificate type is an isolation certificate, specify the type of isolation specialization that is required, and the reason for the isolation.
  8. On the Hazards and Isolations tab, specify the risk assessment, the gas testing details, the conditions for work, the isolations, and the hazardous materials.
  9. Save the record.

Ensuring that permits to work are ready to be issued

Verifying the conditions that are associated with permits to work

A toolbox talk is a safety presentation that is given to inform employees about safety procedures. You can also use toolbox talks to verify the conditions that are associated with the work activities. You record the attendees.

Before you begin

The permit to work must be reviewed, approved, issued, and in Active status before the toolbox talk is conducted.

The operating procedures that you add to the toolbox talk must also be in Active status. Operating procedures can be added or removed only when the permit to work is in Draft status.

About this task

You can specify the same identifier for multiple operating procedures, but the combination of organization, site, and procedure number must be unique.

Standard actions can be added when the permit to work is in Request or in Draft status. Review the checklist of standard actions during the toolbox talk. Standard actions cannot be added or removed when the permit to work is in Active status.

Items to be reviewed can include additional work hazards and control measures, or stop the job entries.

Procedure

  1. In the People application, add members of the team and their authorizations and certificates.
  2. In the Operating Procedures application, create the operating procedures to be discussed during the toolbox talk.
  3. On the Toolbox Talk tab of the Permit to Work application, specify the permit to work that requires a toolbox talk.
  4. On the Toolbox Talk tabs, specify the operating procedures, the actions or action groups, and the items to be reviewed.
  5. On the Work Party Declaration tab, specify the members of the team who attended the toolbox talk.
  6. In the Toolbox Talk Completion table, specify whether a toolbox talk was held and the person who held the toolbox talk. You also specify the date and time when the toolbox talk was held.
  7. Save the record.

Completing permits to work

Effective communication throughout the permit to work process is crucial to ensuring that risks are managed. After work is complete or if work is left to be done by another team, the details of returning the permit to work must be documented.

Canceling permits to work

When all of the work activities are complete, and the plant is returned to a safe condition, you can cancel or suspend active permits to work.

About this task

You can review and audit the permit to work before or after you close the record. Audit and survey records that are associated with permits to work must belong to the same site and organization. Before a permit to work can be closed, all isolations that are in place must be removed.

Procedure

  1. In the Permit to Work application, select the permit to work that you want to cancel.
  2. On the Cancelation Details table of the Handback and Cancellation tab, specify the cancellation details.
  3. Specify whether a lessons learned meeting was held or whether there are lessons learned that are associated with this permit to work.
  4. Specify whether this permit to work must go through an audit process. If this permit to work is linked to an audit and survey record, specify the record identifier.
  5. Specify whether the work site was cleared.
  6. Save the record.