Data Loader
About the Asset Strategy Management (ASM) Data Loaders
The Asset Strategy Management (ASM) and Asset Strategy Management (ASM) Templates Data Loaders serve the following purposes:
-
Provides functional equivalence with Meridium APM V3.x to enable existing or new Asset Strategies and Templates to be imported into the ASM module for further development, analysis, or implementation.
- Provides customers with a more effective GE Digital APM experience because the loaded content will be searchable and usable within the various GE Digital APM modules.
- Enables the user to upload Asset Strategies for storage and to create templates in ASM that can be applied to one or more assets as a repeatable process, or to upload existing Asset Templates that can be applied to assets.
Following the data load, you can access the imported data, which will contain details such as when it was uploaded, and by whom it was created. You can open the imported strategies and templates in ASM and start using them in your workflows.
About the Asset Strategy Management (ASM) Data Loaders Requirements
To use the Asset Strategy Management (ASM) Data Loader and the Asset Strategy Management (ASM) Templates Data Loader, your organization must have completed fully the deployment of the Asset Strategy module. The Asset Strategy Management (ASM) Data Loaders should only be used after the Asset Strategy module has been implemented and you have defined the appropriate Site References, Process Units (Functional Location records), and assets (Equipment records) for your organization.
Risk Mapping
The Asset Strategy Management (ASM) Data Loaders rely on Risk Mapping families to ensure that fields on the ASM Strategy and related records are correctly populated with data, and that resulting risk values can be mapped to the Default Risk Matrix.
If you have added custom fields, you must ensure that mappings exist for those fields, or data may not be populated as expected following the data load.
Security Settings
The Security User performing the data load operation must be associated with either the MI Data Loader User or MI Data Loader Admin Security Role, and must also be associated with the MI ASM Analyst Security Group or a Security Role that is associated with this Security Group.
About the Asset Strategy Management (ASM) Data Loaders Data Models
The data for ASM strategies and templates is loaded from Excel workbooks, each containing multiple worksheets. The ASM Template worksheets include Templates, Actions, Risks, and Mitigations, and the ASM Strategy worksheets include Strategies, Actions, Risks, and Mitigations. These elements are highlighted with red boxes around the relevant functional areas from the two ASM data models shown below. Elements shown without a red border are data model elements that will not be loaded by the data loader.
Asset Strategy Management (ASM) Templates Data Loader
Asset Strategy Management (ASM) Data Loader
About the Asset Strategy Management (ASM) Data Loaders General Loading Strategy
Best Practices
When importing data using the Asset Strategy Management (ASM) Data Loaders, you must use the following best practices:
- Do not try to create and update a component in the same Excel workbook.
- Do not include anything in the Excel workbook that you do not want imported into the dataset. If you include fields that are blank, they will import into the database as blank fields. If you do not want a specific field imported because it would overwrite a value in an existing field, remove that column from the worksheet.
Load Sequence
The data loader jobs must load in a specific sequence in order to successfully populate fields, create records, and link them to the predecessor and/or successor records. This section documents the order of steps that you must perform for the strategy and template data loaders to work correctly.
Asset Strategy Management (ASM) Data Loader
For all strategies, the strategy data loader will:
- Create the ASM Strategy and link it to the defined asset through the Has Strategy relationship.
- Create Actions: One or many that are linked to the Asset Strategy through the Has Actions relationship.
- Create Risks: One or many that are linked to a mitigating Action through the Has Actions relationship.
- Create Mitigations: One or many Mitigated Risk Assessments that are linked to one or more Risks through the Is Mitigated relationship.
Asset Strategy Management (ASM) Templates Data Loader
For all templates, the template data loader will:
- Create the ASM Template without any defined asset.
-
Create Actions: One or many that are linked to the template through the Has Actions relationship.
- Create Risks: One or many that are linked to a mitigating Action through the Has Actions relationship.
- Create Mitigation: One or many Mitigated Risk Assessments that are linked to one or more Risks through the Is Mitigated relationship.
About the Asset Strategy Management (ASM) Data Loaders Workbook Layout and Use
In order to import data using the Asset Strategy Management (ASM) Data Loaders, GE Digital APM provides Excel workbooks, Asset Strategy Management (ASM).xlsx and Asset Strategy Management (ASM) Templates.xlsx, which support baseline ASM in GE Digital APM. These workbooks must be used to perform the data load. You can modify the Excel workbook to include custom fields used by your organization. The following tables list the worksheets that are included in the workbooks and then the fields in the corresponding worksheets for both the Strategy and Template Data Loaders.
Asset Strategy Management (ASM) Data Loader
|
Worksheet |
Description |
|---|---|
|
Strategies |
This worksheet is used to specify new or existing strategies to which Action, Risks, and Mitigations will be linked. |
|
Actions |
This worksheet is used to specify Action records that will be updated or created and linked to assets. |
|
Risks |
This worksheet is used to specify Risk records that will be updated or created and linked to assets. |
|
Mitigations |
This worksheet is used to define Mitigation records that will be linked to Analyses. |
Strategies Worksheet
|
Field Caption |
Field ID |
Data Type (Length) |
Comments |
|---|---|---|---|
|
Strategy ID |
MI_ASTSTRAT_ID_C |
Character (255) |
This field is the master reference column for each of the four tabs in the data loader spreadsheet. |
|
Asset ID |
ASSET_ID_CHR |
Character (255) |
This field allows the user to enter values to search for an asset. |
|
Asset Family ID |
ASSET_FAMILY_ID |
Character (15) |
This field allows the user to enter values to search for an asset. |
|
Asset ID Field |
ASSET_ID_FIELD |
Character (255) |
This field allows the user to enter values to search for an asset. |
|
CMMS ID |
ASSET_CMMS_ID |
Character (255) |
This field allows the user to enter values to search for an asset. |
|
CMMS Value |
ASSET_CMMS_VALUE |
Character (255) |
This field allows the user to enter values to search for an asset. |
|
Strategy Notes |
MI_ASTSTRAT_NOTES_T |
Text |
None |
|
Risk Analysis Type |
MI_ASTSTRAT_RISK_ANAL_TYPE_C |
Character (255) |
None |
|
Quantitative Result |
MI_ASTSTRAT_QUANT_RESUL_T |
Text |
None |
|
Plan Length |
MI_ASTSTRAT_PLAN_LENGTH_N |
Numeric |
None |
Actions Worksheet
|
Field Caption |
Field ID |
Data Type (Length) |
Comments |
|---|---|---|---|
|
Strategy ID |
MI_ASTSTRAT_ID_C |
Character (255) |
This field is the master reference column for each of the four tabs in the data loader spreadsheet. |
|
Action ID |
MI_ACTION_ID_C |
Character (255) |
This field is used to look up existing Actions, and if none are found, a new Action will be created. |
|
Name |
MI_ACTION_SHORT_DESC_C |
Character (255) |
None |
|
Description |
MI_ACTION_DESCRIPTION_T |
Text |
None |
|
Basis |
MI_ACTION_BASIS_C |
Character (255) |
None |
|
Type |
MI_ACTION_TYPE_C |
Character (255) |
None |
|
Condition Monitoring Type |
MI_ACTION_CM_TYPE_C |
Character (50) |
None |
|
Interval |
MI_ACTION_INTV_N |
Numeric |
None |
|
Interval Unit |
MI_ACTION_INTV_UNITS_C |
Character (50) |
None |
|
Resource Cost |
MI_ACTION_RESOURCE_COST_N |
Numeric |
None |
|
Shutdown Required |
MI_ACTION_SHUTDOWN_L |
Boolean |
None |
Risks Worksheet
|
Field Caption |
Field ID |
Data Type (Length) |
Comments |
|---|---|---|---|
|
Strategy ID |
MI_ASTSTRAT_ID_C |
Character (255) |
This field is used as the master reference column for each of the four tabs in the data loader spreadsheet. |
|
Risk ID |
MI_RISKASSE_ID_C |
Numeric |
This field is used to look up existing Risks, and if none are found a new Risk will be created. |
|
(ENVIRONMENT) Consequence |
ENVIRONMENT|MI_CONSE_N |
Numeric |
None |
|
(ENVIRONMENT) Probability |
ENVIRONMENT|MI_PROB_N |
Numeric |
None |
|
(ENVIRONMENT) Protection Level |
ENVIRONMENT|MI_PROT_N |
Numeric |
None |
|
(FINANCIAL) Consequence |
FINANCIAL|MI_CONSE_N |
Numeric |
None |
|
(FINANCIAL) Maintenance Cost |
FINANCIAL|MI_RISK_MAIN_COST_N |
Numeric |
None |
|
(FINANCIAL) Probability |
FINANCIAL|MI_PROB_N |
Numeric |
None |
|
(FINANCIAL) Production Loss |
FINANCIAL|MI_RISK_PROD_LOSS_N |
Numeric |
None |
|
(FINANCIAL) Protection level |
FINANCIAL|MI_PROT_N |
Numeric |
None |
|
(OPERATIONS) Consequence |
OPERATIONS|MI_CONSE_N |
Numeric |
None |
|
(OPERATIONS) Probability |
OPERATIONS|MI_PROB_N |
Numeric |
None |
|
(OPERATIONS) Protection Level |
OPERATIONS|MI_PROT_N |
Numeric |
None |
|
(SAFETY) Consequence
|
SAFETY|MI_CONSE_N |
Numeric |
None |
|
(SAFETY) Probability
|
SAFETY|MI_PROB_N |
Numeric |
None |
|
(SAFETY) Protection Level |
SAFETY|MI_PROT_N |
Numeric |
None |
|
Basis for Assessment |
MI_RISKASSE_BASIS_T |
Text |
None |
|
Condition |
MI_FAILRISK_CODE3_C |
Character (50) |
None |
|
Description |
MI_FAILRISK_DESC_T |
Text |
None |
|
Driving Unmitigated Risk Alias |
MI_RISKASSE_DRIV_RISK_ALIAS_C |
Character (50) |
None |
|
Estimated Repair Time |
MI_FAILRISK_EST_REP_TIME_N |
Numeric |
None |
|
Failure Cause |
MI_FAILRISK_CODE4_C |
Character (50) |
None |
|
Failure Mode |
MI_FAILRISK_CODE1_C |
Character (255) |
None |
|
Failure Without Replacement |
MI_FAILRISK_FAIL_WITH_REPL_F |
Boolean |
None |
|
Is Active |
MI_FAILRISK_IS_ACTIV_F |
Boolean |
None |
|
Is Latent |
MI_FAILRISK_IS_LATEN_F |
Boolean |
None |
|
Last Failure |
MI_FAILRISK_LAST_FAILU_D |
Date |
None |
|
Maintainable Item |
MI_FAILRISK_CODE2_C |
Character (50) |
None |
|
Name |
MI_RISKASSE_NAME_C |
Character (515) |
None |
|
Number of Subcomponents |
MI_FAILRISK_NUMB_OF_SUBC_N |
Numeric |
None |
|
Percentage of PF Interval to Wait |
MI_FAILRISK_PER_OF_PF_INT_N
|
Numeric |
None |
|
PF Interval
|
MI_FAILRISK_PF_INTER_N |
Character (50) |
None |
|
PF Interval Units |
MI_FAILRISK_PF_INTER_UNITS_C |
Character (50) |
None |
|
Planned Correction Cost |
MI_FAILRISK_PLAN_CORR_COST_N |
Numeric |
None |
|
Planned Correction Duration |
MI_FAILRISK_PLAN_CORR_DURA_N |
Numeric |
None |
|
Repair Immediately |
MI_FAILRISK_REPAI_IMMED_F |
Boolean |
None |
|
Risk Basis |
MI_RISKASSE_RISK_BASIS_C |
Character (255) |
None |
|
Unmitigated Risk Alias |
MI_RISKASSE_RISK_ALIAS_C |
Character (50) |
None |
|
Wear Pattern |
MI_FAILRISK_WEAR_PATTE_C |
Character (50) |
None |
Mitigations Worksheet
|
Field Caption |
Field ID |
Data Type (Length) |
Comments |
|---|---|---|---|
|
Strategy ID |
MI_ASTSTRAT_ID_C |
Character (255) |
This field is used as the master reference column for each of the four tabs in the data loader spreadsheet.
|
|
Risk ID |
MI_RISKASSE_ID_C |
Character (265) |
This field is used to look up existing Risks to which the Mitigations will be linked. |
|
Action ID |
MI_ACTION_ID_C |
Character (265) |
This field is used to lookup existing Actions to which the Mitigations will be linked. |
|
(ENVIRONMENT) Consequence |
ENVIRONMENT|MI_CONSE_N |
Numeric |
None |
|
(ENVIRONMENT) Probability |
ENVIRONMENT|MI_PROB_N |
Numeric |
None |
|
(ENVIRONMENT) Protection Level |
ENVIRONMENT|MI_PROT_N |
Numeric |
None |
|
(FINANCIAL) Consequence |
FINANCIAL|MI_CONSE_N |
Numeric |
None |
|
(FINANCIAL) Maintenance Cost |
FINANCIAL|MI_RISK_MAIN_COST_N |
Numeric |
None |
|
(FINANCIAL) Probability |
FINANCIAL|MI_PROB_N |
Numeric |
None |
|
(FINANCIAL) Production Loss |
FINANCIAL|MI_RISK_PROD_LOSS_N |
Numeric |
None |
|
(FINANCIAL) Protection level |
FINANCIAL|MI_PROT_N
|
Numeric |
None |
|
(OPERATIONS) Consequence |
OPERATIONS|MI_CONSE_N |
Numeric |
None |
|
(OPERATIONS) Probability |
OPERATIONS|MI_PROB_N |
Numeric |
None |
|
(OPERATIONS) Protection Level
|
OPERATIONS|MI_PROT_N |
Numeric |
None |
|
(SAFETY) Consequence |
SAFETY|MI_CONSE_N |
Numeric |
None |
|
(SAFETY) Probability
|
SAFETY|MI_PROB_N
|
Numeric |
None |
|
(SAFETY) Protection Level
|
SAFETY|MI_PROT_N
|
Numeric |
None |
|
Basis for Assessment
|
MI_RISKASSE_BASIS_T
|
Text |
None |
Asset Strategy Management (ASM) Templates Data Loader
|
Worksheet |
Description |
|---|---|
|
Templates |
This worksheet is used to specify new or existing templates to which Action, Risks, and Mitigations will be linked. |
|
Actions |
This worksheet is used to specify Action records that will be updated or created and linked to templates. |
|
Risks |
This worksheet is used to specify Risk records that will be updated or created and linked to templates. |
|
Mitigations |
This worksheet is used to define Mitigation records that will be linked to Analyses. |
Templates Worksheet
|
Field Caption |
Field ID |
Data Type (Length) |
Comments |
|---|---|---|---|
|
Template ID |
MI_ASTSTRAT_ID_C |
Character (255) |
This field is the master reference column for each of the four tabs in the data loader spreadsheet. |
|
Template Notes |
MI_ASTSTRAT_NOTES_T |
Text | None |
|
Risk Matrix Name |
TEMPLATE_RISK_MATRIX_NAME |
Character (255) | None |
|
Template Category |
MI_ASTSTTMP_GEN_FIELD_1_C |
Character (255) | None |
|
Criticality |
MI_ASTSTTMP_GEN_FIELD_2_C |
Character (255) | None |
|
Duty |
MI_ASTSTTMP_GEN_FIELD_3_C |
Character (255) |
None |
|
Service |
MI_ASTSTTMP_GEN_FIELD_4_C |
Character (255) |
None |
Actions Worksheet
|
Field Caption |
Field ID |
Data Type (Length) |
Comments |
|---|---|---|---|
|
Strategy ID |
MI_ASTSTRAT_ID_C |
Character (255) |
This field is the master reference column for each of the four tabs in the data loader spreadsheet. |
|
Action ID |
MI_ACTION_ID_C |
Character (255) |
This field is used to look up existing Actions, and if none are found, a new Action will be created. |
|
Name |
MI_ACTION_SHORT_DESC_C |
Character (255) |
None |
|
Description |
MI_ACTION_DESCRIPTION_T |
Text |
None |
|
Basis |
MI_ACTION_BASIS_C |
Character (255) |
None |
|
Type |
MI_ACTION_TYPE_C |
Character (255) |
None |
|
Condition Monitoring Type |
MI_ACTION_CM_TYPE_C |
Character (50) |
None |
|
Interval |
MI_ACTION_INTV_N |
Numeric |
None |
|
Interval Unit |
MI_ACTION_INTV_UNITS_C |
Character (50) |
None |
|
Resource Cost |
MI_ACTION_RESOURCE_COST_N |
Numeric |
None |
|
Shutdown Required |
MI_ACTION_SHUTDOWN_L |
Boolean |
None |
Risks Worksheet
|
Field Caption |
Field ID |
Data Type (Length) |
Comments |
|---|---|---|---|
|
Strategy ID |
MI_ASTSTRAT_ID_C |
Character (255) |
This field is used as the master reference column for each of the four tabs in the data loader spreadsheet. |
|
Risk ID |
MI_RISKASSE_ID_C |
Numeric |
This field is used to look up existing Risks, and if none are found a new Risk will be created. |
|
(ENVIRONMENT) Consequence |
ENVIRONMENT|MI_CONSE_N |
Numeric |
None |
|
(ENVIRONMENT) Probability |
ENVIRONMENT|MI_PROB_N |
Numeric |
None |
|
(ENVIRONMENT) Protection Level |
ENVIRONMENT|MI_PROT_N |
Numeric |
None |
|
(FINANCIAL) Consequence |
FINANCIAL|MI_CONSE_N |
Numeric |
None |
|
(FINANCIAL) Maintenance Cost |
FINANCIAL|MI_RISK_MAIN_COST_N |
Numeric |
None |
|
(FINANCIAL) Probability |
FINANCIAL|MI_PROB_N |
Numeric |
None |
|
(FINANCIAL) Production Loss |
FINANCIAL|MI_RISK_PROD_LOSS_N |
Numeric |
None |
|
(FINANCIAL) Protection level |
FINANCIAL|MI_PROT_N |
Numeric |
None |
|
(OPERATIONS) Consequence |
OPERATIONS|MI_CONSE_N |
Numeric |
None |
|
(OPERATIONS) Probability |
OPERATIONS|MI_PROB_N |
Numeric |
None |
| (OPERATIONS) Protection Level | OPERATIONS|MI_PROT_N | Numeric | None |
| (SAFETY) Consequence | SAFETY|MI_CONSE_N | Numeric | None |
| (SAFETY) Probability | SAFETY|MI_PROB_N | Numeric | None |
| (SAFETY) Protection Level | SAFETY|MI_PROT_N | Numeric | None |
| Basis for Assessment | MI_RISKASSE_BASIS_T | Text | None |
| Condition | MI_FAILRISK_CODE3_C | Character (50) | None |
| Description | MI_FAILRISK_DESC_T | Text | None |
| Driving Unmitigated Risk Alias | MI_RISKASSE_DRIV_RISK_ALIAS_C | Character (50) | None |
| Estimated Repair Time | MI_FAILRISK_EST_REP_TIME_N | Numeric | None |
| Failure Cause | MI_FAILRISK_CODE4_C | Character (50) | None |
| Failure Mode | MI_FAILRISK_CODE1_C | Character (255) | None |
| Failure Without Replacement | MI_FAILRISK_FAIL_WITH_REPL_F | Boolean | None |
| Is Active | MI_FAILRISK_IS_ACTIV_F | Boolean | None |
| Is Latent | MI_FAILRISK_IS_LATEN_F | Boolean | None |
| Last Failure | MI_FAILRISK_LAST_FAILU_D | Date | None |
| Maintainable Item | MI_FAILRISK_CODE2_C | Character (50) | None |
| Name | MI_RISKASSE_NAME_C | Character (515) | None |
| Number of Subcomponents | MI_FAILRISK_NUMB_OF_SUBC_N | Numeric | None |
| Percentage of PF Interval to Wait | MI_FAILRISK_PER_OF_PF_INT_N | Numeric | None |
| PF Interval | MI_FAILRISK_PF_INTER_N | Character (50) | None |
| PF Interval Units | MI_FAILRISK_PF_INTER_UNITS_C | Character (50) | None |
| Planned Correction Cost | MI_FAILRISK_PLAN_CORR_COST_N | Numeric | None |
| Planned Correction Duration | MI_FAILRISK_PLAN_CORR_DURA_N | Numeric | None |
| Repair Immediately | MI_FAILRISK_REPAI_IMMED_F | Boolean | None |
| Risk Basis | MI_RISKASSE_RISK_BASIS_C | Character (255) | None |
| Unmitigated Risk Alias | MI_RISKASSE_RISK_ALIAS_C | Character (50) | None |
| Wear Pattern | MI_FAILRISK_WEAR_PATTE_C | Character (50) | None |
Mitigations Worksheet
| Field Caption | Field ID | Data Type (Length) | Comments |
|---|---|---|---|
| Strategy ID | MI_ASTSTRAT_ID_C | Numeric | This field is used as the master reference column for each of the four tabs in the data loader spreadsheet. |
| Risk ID | MI_RISKASSE_ID_C | Character (265) | This field is used to look up existing Risks to which the Mitigations will be linked. |
| Action ID | MI_ACTION_ID_C | Character (265) | This field is used to lookup existing Actions to which the Mitigations will be linked. |
| (ENVIRONMENT) Consequence | ENVIRONMENT|MI_CONSE_N | Numeric | None |
| (ENVIRONMENT) Probability | ENVIRONMENT|MI_PROB_N | Numeric | None |
| (ENVIRONMENT) Protection Level | ENVIRONMENT|MI_PROT_N | Numeric | None |
| (FINANCIAL) Consequence | FINANCIAL|MI_CONSE_N | Numeric | None |
| (FINANCIAL) Maintenance Cost | FINANCIAL|MI_RISK_MAIN_COST_N | Numeric | None |
| (FINANCIAL) Probability | FINANCIAL|MI_PROB_N | Numeric | None |
|
(FINANCIAL) Production Loss |
FINANCIAL|MI_RISK_PROD_LOSS_N |
Numeric |
None |
| (FINANCIAL) Protection level | FINANCIAL|MI_PROT_N | Numeric | None |
| (OPERATIONS) Consequence | OPERATIONS|MI_CONSE_N | Numeric | None |
|
(OPERATIONS) Probability | OPERATIONS|MI_PROB_N | Numeric | None |
| (OPERATIONS) Protection Level | OPERATIONS|MI_PROT_N | Numeric | None |
| (SAFETY) Consequence | SAFETY|MI_CONSE_N | Numeric | None |
| (SAFETY) Probability | SAFETY|MI_PROB_N | Numeric | None |
| (SAFETY) Protection Level | SAFETY|MI_PROT_N | Numeric | None |
| Basis for Assessment | MI_RISKASSE_BASIS_T | Text | None |
About the Asset Strategy Management (ASM) Data Loaders Load Verification
About This Task
A successful data import will have the same effect as creating a new Asset Strategy or Strategy Template in GE Digital APM. Following a successful data load, if the data loader created a new strategy or template, it will appear in the Asset Strategies section or the Templates section on the Strategy Management Overview page.
A successful import can also be defined as an event in which partial data on a worksheet was loaded into GE Digital APM, and where the user was given appropriate messaging that enabled him or her to identify and correct issues resulting from the import.