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Kick-Off Meeting for New Fiatech Project and Request for Input on EDE for Performance and Margin Management of Equipment

Fiatech is launching a new project, "Harmonizing Industry Standards to Exchange Equipment Data" (HEED). The objective of this initiative is to demonstrate the use of electronic data exchange (EDE) to integrate and automate the processes and software applications used for performance and margin management of equipment included in mechanical systems. The use cases for this project will be based on a closed loop, heat transfer, liquid circulating (CHL) system, and will include information on centrifugal pumps, valves, motor operated valves, heat exchangers, a control system, and piping.

The project will focus on the pumps, valves, and a limited examination of the heat exchangers. The exchange of technical data will utilize data models from ISO 15926, Automating Equipment Information Exchange (AEX), and the Hydraulic Institute (HI) EDE 50.7 standard (HI 50.7). Each of these activities endeavors to facilitate the efficient exchange of capital facility engineering data in electronic format; however, there are differences in the methods and the level of specificity of each activity. Both AEX and HI 50.7 use the cfiXML schema architecture and share the same principles and methods.

The first phase of the project will focus on documenting use cases, data requirements, and data flows for the performance and margin management of equipment, specifically: centrifugal pumps, valves, motor operated valves, and heat exchangers. The project will document :

1. A proposed set of data fields commonly used in the Pump Margin Management process.

2. A proposed set of data fields commonly used in performance and reliability management of mechanical equipment.

3. Descriptions of software tools and the data flows among these tools (commercial, company-developed, or open source) commonly used in these processes.

To begin, several data concepts involved in Pump Margin Management that currently map to HI 50.7 have been identified:

  • Design Pressure (Pumps, Valves)
  • Design Temperature (Pumps, Valves)
  • Flow Capacity (rated, actual, max, min.) (Pumps, Valves)
  • Net Positive Suction Head (Pumps) Discharge Pressure (Pumps)
  • Motor Rating, Current, Horsepower (Pumps)
  • Environmental Ratings for Motor (Pumps, Valves)

The project team will expand on each data concept by documenting industry sources for definitions and enumerations, constituent data elements, how they are used, and what EDE requirements must be fulfilled in order to meet the demands of margin management. The goal is to document a core set of data elements sufficient to support performance and margin management of equipment and the mappings to ISO 15926.

A kick-off web meeting for this project is scheduled for August 28, 2012, from 10:00 am – 12 noon EDT. Fiatech member input is requested in preparation for the meeting. Specifically, input and documentation is being sought regarding:

  • How performance and margin management is conducted by different stakeholders, e.g., owners, suppliers, and EPCs, and the use of the above referenced data concepts and fields.
  • Compelling EDE usage scenarios in equipment performance and margin management, including:
    • requirements for the collection/exchange of performance and margin management information, and
    • challenges in obtaining, integrating, and managing the information and decision chains for the performance and margin management of equipment.