Rich Ludlow

Oak Lodge Sanitary District

Taxonomy of Hierarchy from ISO 14224, International Standard for the Petroleum, petrochemical and natural gas industries.

A Little About Oak Lodge SD Approximately 8,600 sewer connections

100 miles of sewer pipe 2273 sewer manholes

5 wastewater pump stations

Surface Water Management: 2,500 catch basins

53 miles of storm lines

100 sedimentation manholes

50 private detention systems.

Water Reclamation Facility, 10 MGD, Cannibal Plant

A Little More about Me 5 year veteran, USN, Steam propulsion plant operator

5 year supply chain specialist, private sector

20 years in municipal wastewater collections/treatment professional 12.5 years Bureau of Environmental Services, City of Portland,

OR

4.5 years Veolia Water, Gresham, OR

1 year HDR Inc., Portland, OR/Honolulu, HI

2 years Oak Lodge Sanitary District, Oak Grove, OR

Grade 4 certified Collections and Treatment Plant Operator

Practicing and Implementing Asset Management principals for 8 years

‘Equipment’ versus ‘Assets’

What is a Hierarchy

Why Build Hierarchies? Organization

Communication Cost rollup (Financial)

Budgeting

Repair/replace decisions

Capital versus Operational expenses

Location based rollup (Geographic) Inventory of equipment in specific locations

Process based rollup (Functional) Systematic inter-relationships

Preemptive failure analysis

Resource – WERF Simple http://simple.werf.org/

WERF Simple Tool Hierarchy Example www.werf.org

WERF Simple Hierarchy Tool Step 1 1) Identify Hierarchy Components

Organizational groupings

Start/stop criteria for various hierarchy types

2) Determine Hierarchical Rollup Needs (what questions need answers?)

Financial

Geographical

Functional

Rich’s pointer: Allow room to grow

WERF Simple Hierarchy Tool Step 1 3) Define Lowest Data Recording Levels Across the

Hierarchy (Definition of an Asset) How granular is too granular?

When does tracking data go beyond the point of diminishing returns?

Is the item serviceable?

Repair/replace criteria

Business decisions considering:

Labor cost

Impact of downtime

Available redundancy

Available skillsets

Don’t go too deep…

Drilling in to find Assets may be cumbersome

The harder it is to find, the less likely people will look

WERF Simple Hierarchy Tool Step 1 4) Build the Hierarchy

Could have multiple elements depending on organizational needs

5) Test the Hierarchy

Ensure the level divisions make sense

Ensure the hierarchy groupings meet needs

6) Make Adjustments as Needed

Testing reveals the need for adjustments

WERF Simple Hierarchy Tool Step 2 7) Develop Asset ID Numbering/Naming Convention

Universally Applied to all Assets

Consistent Convention throughout Organization

100% Coverage of Everything Defined as an Asset

WERF Simple Hierarchy Tool Step 2 8) Identify Data Attributes, Sources and Purposes

This one is bigger than a breadbox

Attributes depend on characteristics of Assets

Sources can include: O&M manuals

As-built drawings

Equipment nameplate data

Design specifications

Maintenance tech napkin notes

Purposes related to data implies being sure it’s meaningful

WERF Simple Hierarchy Tool Step 2 9) Document

Capturing the rationale for decisions can:

Remind decision makers what they were thinking

Articulate decisions to those not making them

Reference material for people who want to understand “why?”

Thorough documentation requires discipline

WERF Simple Hierarchy Tool Step 3 10) Develop Data Collection, Maintenance and Update

Procedures Collection: Information must be gathered to get it all in one

place Sources are:

Equipment Nameplates

O&M Manuals

P&IDs

As-Built drawings

Institutional knowledge

Maintenance and Update: a change management plan and practice to keep information current with equipment/process/organizational evolution

WERF Simple Hierarchy Tool Step 3 11) Collect, Load and Test Data Structure

Loading and testing should be done with samples to ensure structure and grouping work well

Functional testing of the Hierarchy and data detail structure

Successful Testing is Notice to Proceed

Populate the rest of the Hierarchy, you’re off to the races!

WERF Simple Hierarchy Tool Step 3 12) Activate Registry

The Asset Registry is now complete

Begin the continuous improvement

Data change management

Information retrieval stages

OLSD Hierarchy in CMMS

Plant Type Assets (Collection Sys)

Plant Type Assets (Facilities)

Plant Type Assets (Facilities)

Fleet Assets

Field Assets (Sewer and Storm)

Diagram of OLSD Asset Hierarchy

Plant Field

Sewer Storm

OLSD

Fleet

Fleet Assets

Collections Facilities Process

Pump Stations

Pump Station Assets

Buildings/Systems

Building/System Assets

Process Systems

Process Equipment Assets

Sewer Assets

Storm Assets

How the Hierarchy presents may affect how it’s built

Questions?