Build MAS Health and Predict Demonstration

Follow the steps in this lab in your own environment to create the necessary components to deliver the MAS v8.11 Health and Predict Demo Script. The data for your system can be provided by the instructor.

1. Create group using notebooks
2. Create score type
3. Create group using Custom Scoring Methodology
4. Create custom matrix
5. Plan replacement plan template for Substation Transformers
6. Create investment project

To keep track of the items that you create, append your initials to the end of the name, so that they’ll be easy to find and delete.

Prerequisites

This lab requires the following:

• A working Maximo Application Suite (MAS) environment with Maximo Manage, or another Enterprise Asset Management (EAM) system, Maximo Health, Maximo Health and Predict, IBM Maximo Models for Electrical Distribution and Maximo Optimizer installed.
• Sufficient asset data to run the analysis and get insights
• User id with application access to Health application.
• User id with access to a site. Otherwise you will get a warning This user doesn't have access to any site. Site access is required to access ASSET object

Setup Health Asset Permissions

In order to allow users to edit source record on Action button to navigate from the Health asset details page to the Manage Asset page you must configure the Health application security groups in manage using the steps below.

1. Go to Manage.
2. Choose the Security group application.
3. Search on the HEALTH group and click enter key.
4. Click the Applications tab.
5. Select Assets
6. Click the Grant listed options for the application
7. Enable options for asset actions
8. Click Save Group.
9. Go back to Healthapplication and login using the user to ensure the operation is now possible.

Create Asset Scoring Groups using Notebooks

Coming soon.

Navigate to Health

Launch Health on the Applications tab. If Health tile is not present on applications tab, ask your MAS admin has to enable it.

1. After you login using the credentials provided by your instructor, navigate to the
2. From the main MAS page, select the Applications tab
3. Click the Launch link on the Health or Predict tile
4. This displays the assets grid page with a table of assets and their health scores for the user's currently assigned site.

Note if the user isn't assigned to a site they will not see any assets.

Scoring Settings

On the main screen, there is a universal view of all managed assets in a familiar table view.

Scores that are shown in this view, and others, are created from the Scoring and DGA settings section on the left nav bar.

1. Hover over the left nav bar to expand it

2. Select the Scoring and DGA settings section on the left nav bar

Create a Scoring Group

Creating a scoring group (i.e. grouping common assets together) is the first step to creating scores.

If there are any scoring groups already created, they will appear on the Groups tab of the Scoring and DGA settings page.

1. Scroll through the pages to see what groups have already been created.

There are 2 ways to develop scoring methodologies in Maximo Health and Predict – Utilities

The first way is to develop the scoring methodology in a Jupyter notebook. For many assets in the Transmission and Distribution space (T&D), IBM provides notebooks with prescribed scoring methodologies.

Alternatively, scoring methodologies can be created from scratch directly in the UI.

Create a Scoring Group

To create a score group for Substation Transformers, click the Create a scoring and DGA group button, and complete the form.

1. Click the Create a scoring and DGA group button.
2. Complete the open fields for Name and Description.
3. Select the radio button for asset to identify the Object.
4. Select the radio button Connecting group to notebook in response to Configure scoring and DGA by.
5. Click Select to pick a notebook.
6. When prompted, scroll and select the IBM Transformers Tap Changers DGA 6.0.1.
7. Click Use notebook.

Pick a Query

Complete the group by using a query to identify the assets in the group. In this case, substation transformers.

1. Click select to pick a query.
2. When prompted, scroll and select the EUORG1_EUDEMO_ST
3. Click Apply
4. Click Create

Activate Score

Once created, the group will display. The next step is to activate each of the scoring methodologies from the notebook.

1. Click each score in sequence, starting at the top.
2. On each score screen, review the scoring methodology, and select Active.
3. Use the breadcrumb to return the Scoring Group page.
4. Ensure that all of the scores are Active.

Create Score Type

Score Types

To create a custom score methodology from the UI, return to the Scoring and DGA settings page by clicking the breadcrumb at the top of the page.

Select the Score types tab on the page to create a new score type. Existing score types will display on the page.

1. Click the Scoring and DGA settings breadcrumb at the top of the page.
2. Select the Score types tab.
3. Click the Create new score type button.

Create a New Score Type

Complete the form for the new custom score type. The score type can be customized with new ranges, colors and icons.

1. Complete the open fields for Name and Description.
2. Leave the remaining fields as they default.
3. Click Save.
   
4. Return to the Groups tab to set up the custom score methodology. Select the Groups tab.

Create Group Using Custom Scoring Methodology

Create a Scoring Group

Follow similar steps as those using the notebook to create a custom score methodology for substation transformers in this case, a proxy for efficiency.

1. Click the Create a scoring and DGA group button.
2. Complete the open fields for Name and Description.
3. Select the radio button for asset to identify the Object.
4. Select the radio button Building scores in response to Configure scoring and DGA by.
5. Click select to pick a query.
6. When prompted, scroll and select the EUORG1_EUDEMO_ST.
7. Click Apply.
8. Click Create.
   

Add Score Type

Once created, the group will display. The next step is to create the custom score methodology itself.

When adding a score type, existing score types with appear, including the Substation Efficiency just created.

1. Click the Add score button.
2. Select Substation Efficiency from the score options.
3. Click Done.

Add Contributor

From the Substation Efficiency score page, the custom score methodology can be built using various contributors, formulas, or groups.

1. Click the + in the contributor section of the page.
2. From the Add a contributor popup, select the tile FACAGESAMPLE.
3. Click Add.

Add Contributor Weight

For this example, only one contributor is used, but often there will be several contributors. Therefore, a weight must be assigned to each contributor. In this case, 100%.

Value: The ability to create custom scores, with any data available, allows the user to account for unique operating environments and conditions.

1. Click the Pencil icon.
   
2. In the popup, change the % weight to 100.
3. Click Save.
4. Change the Active button to Yes.
   

Create Custom Matrix

View Matrix

Now that the score methodologies are built, and active, scores will appear in multiple views.

To use the custom score in a matrix, a custom matrix must be created.

1. Hover over the left nav bar to expand it.
2. Select the Assets section on the left nav bar to return to the table view.
3. Click the Matrix icon to move to the matrix view.

Configure Matrix

To customize the matrix, click the setting icon in the upper right of the screen. Adjust the fields so that Health appears on the y-axis, and Substation Transformer Efficiency on the x-axis.

1. Click the cog symbol.
   
2. In the Name field, type Substation Efficiency and Health.
3. In the Y-axis field, select Substation Efficiency.
4. Select the 100-0 radio button under Y-axis direction.
5. In the X-axis field, select Health.
6. Select the 100-0 radio button under X-axis direction.

Also, fill in the colors of the matrix so that the assets with poor health and poor efficiency appear red or high in the upper right corner.

1. Click High radio button.
   
2. In the Matrix, click on the upper right box to turn it red.
3. Continue with Medium and Low to complete the matrix view to match the example.
4. Click Save as to save the matrix and set it as the default.

Create Replacement Plan Template for Substation Transformers

Replacement Plan Templates

The matrix provides a good view from which to select assets for an investment project. However, a plan template must be complete for any asset class in a project. To set up a plan template, go to the Asset investment optimizer tab.

1. Hover over the left nav bar to expand it.
2. Select the Asset investment optimizer section on the left nav bar.
3. Click the Plan templates tab.
4. On the Plan templates tab, click the + symbol to create a new plan template.

Create a Template

Complete the form for the replacement plan template.

1. Select SUBSTATION_TRANSFORMER from the selection list. Note if there is already a replacement plan template for an asset class, a new one cannot be created
2. In the open field, type Sample replacement plan template for Substation Transformer
3. Select Replacement for Plan type.
4. Enter 8 for Expected downtime in hours.
5. Enter 50000 for Estimated capital cost.
6. Enter 30000 for Estimated operating cost.
7. Enter 150000 for Estimated failure cost.
8. Enter 30 for Expected life in years.
9. Click Create.
10. Hover over the left nav bar to expand it.
11. Select the Assets section on the left nav bar to return to the matrix view.

Create Investment Project

Assign Assets

To assign a set of substation transformers to an investment project from the matrix page, filter the assets, and drill down to the table view and add assets to a project.

1. Use the pulldown, and select Substation Transformers (shared) from the list.
2. Select the red box in the matrix to show the table view of the assets.
3. From the table view, select 50 from the pulldown at the bottom of the table.
4. Select the box at the top of the page to select all of the assets on the table.
5. Select Create investment project.

Create a Project

Complete the form on the Create a project page.

1. In the open field, type ST Demo Project.
2. In the Summary field, type Demo project for Substation Transformers.
3. Enter 25 for Duration in years.
4. Select 2Q for Target start quarter.
5. Enter 2023 for Target start year.
6. Click Create
7. Once the ST Demo Project page appears, hover over the left nav bar to expand it.
8. Select the Assets section on the left nav bar to return to the matrix view to add more assets to the project.
   

Add Assets from the Matrix

From the matrix view, drill down once more to the table view and add additional assets to the project.

1. Select the yellow box in the middle top row of the matrix to show the table view of the assets.
2. From the table view, select 50 from the pull down at the bottom of the table.
3. Select the box at the top of the page to select all the assets on the table.
4. Select Add to investment project.

From the popup, select the ST Demo Project to add the new set of assets to the existing project.

1. Select ST Demo Project from the set of projects.
2. Click Add
3. From the Edit project page, click Save.
4. Click Save from the Confirm save popup.

Create and Run Investment Strategies

To test different investment strategies, move to the Asset investment optimizer tab to create the first strategy Maintain risk.

1. Hover over the left nav bar to expand it.
2. Select the Asset investment optimizer section on the left nav bar.
3. From the Projects tab, click on ST Demo Project.
4. Click the + to create the first strategy.
5. From the popup, make sure the Strategy selection is Maintain risk, the click Create.

Once the strategy is created, run the analysis. It may take some time to complete. The user can leave the screen and the analysis will continue to run.

1. Click Run analysis

Create the second investment strategy Reduce risk and run it.

1. Click the + to create the second strategy.
2. From the popup, set the Strategy selection is Reduce risk.
3. Set the Target risk score to 7.
4. Click Create.
5. Click Run Analysis.

Create the third investment strategy Stay in budget and run it.

1. Click the + to create the third strategy.
2. From the popup, set the Strategy selection is Stay in budget.
3. Set the Opex to 810000.
4. Set the Capex to 1350000.
5. Click Create.
6. Click Run Analysis.

Summary

Congratulations. You now have completed the MAS v8.11 Health and Predict Demo setup lab and are ready to demo.