Risk Based Inspection (RBI) allows you analyze the risk of a piece of equipment's
components failing due to specific degradation mechanisms. Using RBI, you can set up
RBI Systems to organize the components that you want to analyze. You will need to
group the components according to the degradation mechanisms that they share, where
each group of components is considered a separate RBI Component.
Within an RBI System, you can begin creating RBI Analyses for each of the RBI
Components that belong to the RBI System. Each analysis will yield values indicating the
overall risk of the RBI Component failing due to the degradation mechanisms that are
defined for it.
After you conduct an RBI Analysis, if the risk values are unacceptable, you can analyze
hypothetical scenarios using What If Analyses and Future Risk Analyses to see how
additional actions or factors might affect the risk. For example, you might create a What
If Analysis to see what the risk level would be if you changed the operating pressure. Or,
you might create a Future Risk Analysis to see what the risk level might be in five years.
Based on the analysis results, you can create RBI Recommendation records to capture
recommended actions that might lower the risk associated with an RBI Component. You
can then create Task records or SAP Notifications from those RBI Recommendation
records to track the work and make sure that the recommended actions are implemented.
After the recommended actions are implemented, you can conduct a new RBI Analysis to
determine if the new operating procedures or environment have actually reduced the risk.
D
Equipment record to which it will be linked. Doing so allows some values from the
Equipment record to be copied to the Criticality Calculator RBI Components record upon
creation.
You can also link each Criticality Calculator RBI Components record to an RBI System
record that represents the RBI System in which the corresponding RBI Components
participate.
For instance, consider a house (i.e., a unit) that contains an electrical system and a
plumbing system. As shown in the following image, a water heater (i.e., a piece of
equipment) is part of the electrical system and the plumbing system.
In this case, because the water heater participates in two systems, you would need to
divide the water heater into logical groups of components, where each of those groups of
components belongs to one of the two systems. Each group of components would
represent a single RBI Component, which would be defined by a single Criticality
Calculator RBI Components record, and each of those Criticality Calculator RBI
Components records would be linked to the main Equipment record representing the
water heater. In addition, each Criticality Calculator RBI Components record can be
linked to the RBI System record that represents the RBI System to which the
corresponding RBI Components belong.
Click here to see an example of the records that your database might contain if you were
to conduct an RBI Analysis on the water heater that is used in the previous example.
Black arrows and boxes represent entity families, relationship families, and
associated relationship definitions that are configured in the baseline database and
do not require customization for baseline functionality to work.
Red arrows and boxes represent entity families, relationship families, and
associated relationship definitions that require customization if you want to
implement the workflow that involves them. In some cases, you might need to
create the relationship family, relationship definition, or entity family from scratch
if you want to implement the associated functionality.
Red text within a box represents a term that is used throughout this documentation
to refer to a record belonging to the associated entity family and the concept that
this record represents within the RBI module.
While the data model illustration shows only one Criticality Calculator RBI Components
box, the Meridium APM RBI data model includes the following Criticality Calculator
RBI Components families:
Criticality PRD Component - Relief Valve (used for pressure relief devices
only)
In addition, while the data model illustration shows only one Criticality Degradation
Mech Evaluation box, the Meridium APM RBI data model includes the following
Criticality Degradation Mech Evaluation families:
Note that in the image, the Criticality Degradation Mech Evaluation family is related to
the Inspection family (where the Inspection box represents all baseline Inspection
families). In the baseline database, however, the Criticality Other Damage Mech. Eval.
family is not related to the Inspection families.
Additionally, the following Criticality Degradation Mech Evaluation families are related
only to the PRD Pop Test Checklist family (a subfamily of the Inspection family):
Each RBI System record can be linked to multiple Criticality Calculator RBI
Components records. Each Criticality Calculator RBI Components record can be linked
to multiple RBI Criticality Analysis records. In addition, a Criticality Calculator RBI
Components record can be linked to only one RBI System record.
Note: The following families are not included in the preceding image because they are
not related to any other families in the RBI data model: Strategy Logic Case, Strategy
Reference Table, Data Mapping Column-Field Pair, Data Mapping Group, Data Mapping
Query, RBI Strategy Mapping Configuration, and RBI Strategy Mapping Details. In
addition, although Meridium APM Reference Table families are used by RBI, they are
not included in the image.
These families support the use of time-based inspection settings in RBI when populating
the Desired Interval field in Inspection Task records.
Additionally, members of RBI Security Groups are granted privileges to these families in
the baseline Meridium APM database.
same group, or RBI Component. In other words, an RBI Component represents a group
of equipment components that share the same degradation mechanisms.
In Meridium APM, Criticality Calculator RBI Components records are used to store
identifying information about RBI Components. Each Criticality Calculator RBI
Components record is linked to other records to further define that RBI Component. For
example, Criticality Calculator RBI Components records are linked to Potential
Degradation Mechanisms records, which define the ways in which the RBI Component
can fail. The following image illustrates the records to which Criticality Calculator RBI
Components records are linked.
When you are viewing an RBI Component on the RBI Unit View page, the records that
are outlined in red in the following image are displayed.
Note: In addition to the records outlined in red, the RBI Unit View page also displays the
Functional Location record to which the RBI System record is linked.
When you are viewing an RBI Component on the RBI Asset View page, the records that
are outlined in red in the following image are displayed:
Note: In addition to the records outlined in red, the RBI Asset View page also displays
additional records to which the RBI Criticality Analysis record is linked, such as RBI
Degradation Mechanisms records. These records are not included in the preceding image
because they are not directly linked to the Criticality Calculator RBI Components record.
Using RBI, you can analyze the ways in which equipment can fail. To do so, you will
need to create RBI Criticality Analysis records and link them to Criticality Calculator
RBI Components records, which represent groups of components that you want to
analyze, where the components belong to a single piece of equipment and share the same
degradation mechanisms.
Consider a water heater, which is a piece of equipment that contains the following
components:
In RBI, to analyze the ways in which the water heater can fail, you would need to divide
the components into logical groups that represent common failure possibilities among
those components. Each group of components would be a separate RBI Component and
would be represented by a single Criticality Calculator RBI Components record. Keep in
mind that some of these groups are involved in the electrical system, and others are
involved in the plumbing system.
For example, you might group the equipment's components into the following RBI
Components:
Tank: Includes the inner steel tank and the insulation, which can fail by corroding.
The Tank is part of the plumbing system because the purpose of the steel tank and
the insulation is to hold water and prevent heat loss from the water.
Heating Elements: Includes the heating rods and the thermostat, which can fail by
producing too much or too little heat. The Heating Elements are part of the
electrical system because the heating rods and the thermostat operate using
electricity.
Pipes: Includes the two pipes that let cold water in and hot water out and can fail
by letting too much water out or by preventing water from being released at the
proper rate. The Pipes are also part of the plumbing system because the purpose of
the pipes is to control the water flow into and out of the tank.
If you were to create an RBI Analysis using this example, your database would contain
the following records:
Note: If you had already created Functional Location records to represent the Electrical
System and Plumbing System, you would need to create additional RBI System records
to represent these same systems. The existing Functional Location records would not
need to be linked to the RBI System records.
The records would be linked to one another as shown in the following image.
Heating Failure. For example, the burners on the stove and the heating elements
in the water heater can produce too much or too little heat.
Electrical Failure. For example, the switches on the stove and the thermostat on
the water heater can produce too little electricity.
In this case, the RBI System record would be linked to two Potential Degradation
Mechanisms records to represent each type of degradation mechanism in the preceding
list. After the degradation mechanisms are associated with the RBI System as a whole
and you have determined which RBI Components are involved in that RBI System, you
will need to validate the degradation mechanisms for each RBI Component.
Assuming that the electrical system contains the water heater and the stove, the RBI
System record representing the electrical system record would be linked to the following
Criticality Calculator RBI Components records:
Burners
Heating Failure
Switches
Electrical Failure
Heating Elements
Heating Failure
So, while the RBI System record is linked to two Potential Degradation Mechanisms
records, each Criticality Calculator RBI Components records is linked to only one
Potential Degradation Mechanisms record.
You can manage RBI Systems on the RBI Unit View page.
The following image illustrates the records and links that you might create if you wanted
to perform an RBI Analysis on the RBI Components that are involved in an electrical
system. Notice that the electrical system contains RBI Components that are part of
different pieces of equipment: stove and water heater.
Note: You can see from the image that the heating elements are part of the water heater
and belong to the electrical system. This water heater also has other RBI Components that
belongs to a different RBI System: plumbing system. In cases where the records or links
are not associated with the electrical system, the text and lines are gray.
From this image, you can see that only the following RBI Components are involved in
the electrical system:
Burners
Switches
Heating Elements
-or-
You can associate only the degradation mechanisms that are common across ALL
underlying RBI Components. If you choose this option, you will need to associate
additional degradation mechanisms with each RBI Component as needed.
You can associate all possible degradation mechanisms for all underlying RBI
Components, even if those degradation mechanisms apply only to one or a few of
the RBI Components. If you choose this option, you will need to disassociate
degradation mechanisms from each RBI Component as needed.
Main RBI Analysis: An RBI Analysis that represents current information about
the RBI Component and the operating environment. If desired, you can use the
information in a main RBI Analysis as the starting point for a child Future Risk
Analyses and What If Analyses.
Future Risk Analysis: A child analysis of a main RBI Analysis. Future Risk
Analyses allow you to calculate the risk that would be associated with an RBI
Component at some future date. For example, you might want to see what the risk
would be five years from now, assuming that all other risk factors remain the
same (e.g., operating pressure, operating temperature, and so on).
What If Analysis: A child analysis of a main RBI Analysis. What If Analyses
allow you to calculate the risk associated with an RBI Component under
hypothetical circumstances. For example, you might want to see what the risk
would be if you changed the operating pressure or if you replaced the RBI
Component. After you calculate a What If Analysis, if the risk improves with the
hypothetical data, you might decide that you want to implement that scenario. If
so, you can transfer the values from the What If Analysis to the main RBI
Analysis.
Note: While the RBI Criticality Analysis in a main RBI Analysis is linked to the RBI
Criticality Analysis record in any child Future Risk and What If Analyses (through the
Has RBI Criticality Analysis family), those child RBI Criticality Analysis records are not
considered part of the main RBI Analysis. Instead, they are considered part of their own
RBI Analysis.
The following image illustrates the records to which RBI Criticality Analysis record in a
main RBI Analysis and a Future Risk Analysis are linked.
Note: In a What If Analysis, the root RBI Criticality Analysis record is linked to all of
these records except for RBI Recommendation records.
You should create a main RBI Analysis for each Criticality Calculator RBI Components
record that is linked to an RBI System record. This means that if an RBI System record is
linked to three Criticality Calculator RBI Components records, you should create three
main RBI Analyses. After a main RBI Analysis exists, you can calculate it and
communicate recommendations based upon the calculated values. You can create RBI
Analyses on the RBI Asset View page.
Note that when you create a What If Analysis or Future Risk Analysis, Meridium APM
copies the values in the records in the main RBI Analysis to new records in the child
analysis. In other words, if the main RBI Analysis contains five RBI Degradation
Mechanisms records, a What If Analysis will contain five separate RBI Degradation
Mechanisms records, which will contain the same values as the records in the main RBI
Analysis.
Consider the following example that shows the records that you would see after creating
a What If Analysis from a main RBI Analysis. Yellow boxes represent records in the main
RBI Analysis, and orange boxes represent records in the What If Analysis. Note that the
two root RBI Criticality Analysis records are linked to each other.
The RBI Criticality Analysis record is linked to the RBI Criticality Analysis of the
predecessor RBI Analysis through the Has RBI Criticality Analysis relationship.
When you create a Future Risk Analysis, Meridium APM copies the values in the
records in the main RBI Analysis to new records in the child analysis. In other
words, if the main RBI Analysis contains five RBI Degradation Mechanisms
records, a Future Risk Analysis will contain five separate RBI Degradation
Mechanisms records.
The field values match the field values in the predecessor RBI Analysis, with the
following exceptions:
The values in the following fields are not transferred from the predecessor
RBI Criticality Analysis record:
1.
o
The values in the following fields are not transferred from the predecessor
RBI Degradation Mechanisms records:
1.
o
The values in the following fields are not transferred from the predecessor
Criticality Consequence Evaluation record:
o
o
The values in the following fields are not transferred from the predecessor
Criticality Degradation Mech Evaluation records:
Age
Area Humidity Factor
Calculated Corrosion Rate
Coated Factor
DF
Estimated Minimum Thickness
Estimated Wall Loss
Fractional Wall Loss
Insulation Condition Factor
Insulation Type Factor
Likelihood Category
Wall Ratio
Years in Services
The RBI Criticality Analysis record is linked to the RBI Criticality Analysis of the
main RBI Analysis through the Has RBI Criticality Analysis relationship.
When you create a What If Analysis, Meridium APM copies the values in the
records in the main RBI Analysis to new records in the child analysis. In other
words, if the main RBI Analysis contains five RBI Degradation Mechanisms
The field values in the What If Analysis match the field values in the main RBI
Analysis, with the following exceptions:
The values in the following fields are not transferred from the RBI
Criticality Analysis record in the main RBI Analysis:
1.
o
The values in the following fields are not transferred from the Criticality
Consequence Evaluation record in the main RBI Analysis:
1.
o
The values in the following fields are not transferred from the RBI
Degradation Mechanisms records in the main RBI Analysis:
1.
The values in the following fields are not transferred from the Criticality
Degradation Mech Evaluation records in the main RBI Analysis:
An RBI Degradation Mechanism record, which defines the type of failure that the
recommended action can help mitigate.
An Equipment record, which defines the piece of equipment to which the
recommendation applies.
Additionally, when you use Inspection Groups to facilitate inspection planning for your
equipment, RBI Recommendation records that are created as a part of that process (i.e.,
created from Inspection Groups) will be linked to the Asset Group records that are
associated with those Inspection Groups. These RBI Recommendation records are not
created in the same way as RBI Recommendation records that are created from RBI
Analyses, but they are treated similarly by the Meridium APM system and are managed
the same way in most cases.
The following image illustrates the records to which RBI Recommendation records are
linked. Note that the area in the image that is shaded pink represents the relationship
between Asset Group and RBI Recommendation records. This section is shaded to
highlight the concept that the other records illustrated in the image are related to the RBI
Recommendation family regardless of whether or not an Asset Group record is associated
with the Equipment record for which RBI Recommendation records exist. When a
relationship between an Asset Group record and RBI Recommendation record does exist,
however, the Asset Group record is also linked indirectly to all other records shown in
this image (by way of its link to the RBI Recommendation record).
If you are following the Mechanical Integrity Best Practice, you will create RBI
Recommendation records at the following two points in the RBI workflow:
After you calculate an RBI Analysis. You can create these RBI Recommendation
records manually or automatically via the RBI Asset View page.
When you access RBI Recommendation records from any of these pages, the record will
be displayed on the Recommendation Management page, where you can view and
manage the RBI Recommendation records. When you access Recommendation
Management via RBI, certain features are available that do not appear when you access
Recommendation Management from the Go To menu.
In the query results, one row is displayed for each Equipment record that is linked to an
RBI Recommendation record.
2. In the row containing the Equipment record that is linked to the RBI
Recommendation records that you want to view, click the hyperlinked Equipment
ID.
The Recommendation Management page appears, displaying the Recommendation
records that are linked to the selected Equipment record.
When accessed from RBI, the Recommendation Management page contains the
following items:
A section containing a grid that displays the RBI Recommendation records that
are linked to the Equipment record(s) for which you accessed the
Recommendation Management page. The items that are displayed in the grid and
the label of this section will vary, depending upon how you access the
Recommendation Management page. If you access the Recommendation
Management page via:
One of the following items, the grid will display the RBI Recommendation
records that are linked to the single Equipment record for which you
accessed the Recommendation Management page. The label of this section
will be RBI Recommendations for <Equipment Record ID>, where
<Equipment Record ID> is the Record ID of the Equipment record for
which you accessed the Recommendation Management page:
Additionally, when you access the Recommendation Management page in one of these
ways, the RBI Recommendation records will be grouped by the Task ID of the Inspection
Task record to which they are linked. Any RBI Recommendation records that are not
linked to an Inspection Task record will be grouped under the heading Task ID:
(Count=n), where n is the number of RBI Recommendation records that are not linked to
an Inspection Task record. Note that the grid does not display:
The Mass Review Recommendations link on the Asset Tasks menu on the
RBI Asset View page, the grid will display the RBI Recommendation
records that are linked to all the Equipment records for which you
accessed the Recommendation Management page. The label of this section
will be Mass Review RBI Recommendations for Multiple Assets.
A section containing a grid that displays the Inspection Task records that are
linked to the RBI Recommendation records associated with the Equipment
record(s) for which you accessed the Recommendation Management page. The
label of this section will vary, depending upon how you access the
Recommendation Management page. If you access the Recommendation
Management page via:
One of the following items, the label will be Task for Asset <Record ID>
section, where <Record ID> is the Record ID of the Equipment record to
which the Inspection Task records and all displayed RBI Recommendation
records are linked.
Mass Review Recommendations link on the Asset Tasks menu, the label
will be Task for Asset.
Throughout this documentation, this section is referred to as the Task for Asset section.
The content of this section is driven by the Task by Asset query, which is stored in the
Catalog in the folder \\Public\Meridium\Modules\Recommendation Manager\Queries.
Note that the selection in the grid in the RBI Recommendations section has no impact on
the selection in the Task for Asset section. The Task for Asset section simply displays a
list of Inspection Task records that are linked to the Equipment record(s) for which you
accessed the Recommendation Management page. In addition, your selection in the Task
for Asset section has no impact on the links that are enabled or disabled on the task
menus.
The Asset Tasks menu on the Recommendation Management page contains the following
links:
Open Asset View: Displays the RBI Asset View page from which you accessed
Recommendation Management.
Hide Tasks: Hides the Task for Asset section. If you click this link, it will be
relabeled Show Tasks so that you can redisplay the Task for Asset section.
Link to Task: Displays the Select Task dialog box, where you can select the
Inspection Task record to which you want to link the selected RBI
Recommendation records.
This link is enabled only when all of the following conditions are met:
One or more Inspection Task records are displayed in the Task for Asset
section.
You have Insert and Update privileges to the Inspection Task family.
ASM integration is disabled for RBI (i.e., the ASM Integration Enabled
check box is cleared on the Administrative Tasks page).
Unlink from Task: Unlinks the selected RBI Recommendation records from the
Inspection Task record to which they are linked.
This link is enabled only when ALL of the following conditions are met:
You have Insert and Update privileges to the Inspection Task family.
ASM integration is disabled for RBI (i.e., the ASM Integration Enabled
check box is cleared on the Administrative Tasks page).
Create WMI: Displays the Work Management Item Builder, where you can
choose to create an Inspection Task record or an SAP Notification from the
selected RBI Recommendation record.
This link is enabled only when ALL of the following conditions are met:
You have Insert and Update privileges to the Inspection Task family.
ASM integration is disabled for RBI (i.e., the ASM Integration Enabled
check box is cleared on the Administrative Tasks page).
Promote to ASM: Promotes the Equipment record to ASM. This link is enabled
only when ALL of the following conditions are met:
ASM integration is enabled for RBI (i.e., the ASM Integration Enabled
check box is selected on the Administrative Tasks page).
All RBI Criticality Analysis records that are linked to the Criticality
Calculator RBI Components records to which the Equipment record is
linked are set to the Risk Completed state.
o
o
Cancelled
Implemented
Not Required
Proposed
Rejected
Pending Approval
Accepted by ASM
Additionally, RBI Recommendation records that are linked to an Asset Group record will
be archived automatically when that Asset Group record is archived.
Note that RBI Recommendation records that are set to the Consolidated or Superseded
state will not be set to Archived automatically. Instead, the master Recommendation
record to which they are linked will be set to Archived.
You can also archive an RBI Recommendation record manually if ASM integration is
disabled for RBI. When ASM integration is enabled, however, you cannot archive an RBI
Recommendation record manually.
Note that when you access Recommendation Management from RBI, the grid does not
display RBI Recommendation records that are set to the Archived state.
If you were to link this Criticality Calculator RBI Components record to another RBI
Criticality Analysis and set its state to Risk Completed, the first RBI Criticality Analysis
would be set to the Archived state. In addition, all of its RBI Recommendation records
except for those in the Consolidated state would be set to Archived. You could then create
new RBI Recommendation records for the new RBI Analysis.
The following image illustrates this result, where the gray boxes indicate the items that
are set to Archived automatically.
Note: If you had promoted the Equipment record to ASM and any of the Archived
Recommendation records were used to create Action records, when you promote the
Equipment record to ASM again after its new RBI Analysis (Analysis 2) is set to Risk
Completed, those Action records would be marked for deletion or removed entirely,
depending upon the state of the Asset Strategy.
In this image, you can see that Recommendation A2 from Analysis A is consolidated with
Recommendation B2 from Analysis B.
If you were to link the Component 2 to another RBI Criticality Analysis and set its state
to Risk Completed, the following actions would occur automatically:
You could then create new RBI Recommendation records for the new RBI Analysis.
The following image illustrates this result, where the gray boxes indicate the items that
are set to Archived automatically.
Note: If you had promoted the Equipment record to ASM and any of the Archived
Recommendation records were used to create Action records, when you promote the
Equipment record to ASM again after its new RBI Analysis (Analysis B) is set to Risk
Completed, those Action records would be marked for deletion or removed entirely,
depending upon the state of the Asset Strategy.
Together, all of the RBI Analyses that exist for all of the RBI Components that belong to
an equipment make up an overall strategy for that equipment.
As you complete certain actions in RBI, ASM, and ASI, the overall strategy for the
equipment that you are working with progresses through a cycle. Certain stages of that
cycle indicate the strategy's maturity level.
A strategy indicator is a value that indicates a strategy's current position in this cycle.
Note: Strategy indicators are used in RBI only if ASM integration is enabled, meaning
that the ASM Integration Enabled check box is selected on the Administrative Tasks
page.
The following table lists the strategy indicators that you will see as you perform various
actions in RBI, ASM, and ASI for a single piece of equipment.
Indicator
Icon
None
Analysis
Created
Strategy
Active
Strategy
Implemented
Strategy
Modified
If ASM integration is enabled, the strategy indicator appears above the RBI Explorer
pane on the RBI Asset View page. If ASM integration is not enabled, the strategy
indicator does not appear.
For example, in the following image, you can see that the strategy indicator is Analysis
Completed. A red outline has been added to the image to highlight the strategy indicator.
Asset Group records and their related Grouping Element records (i.e., Inspection
Groups)
Note that the states and operations that exist in the baseline State Configuration for the
RBI Recommendation family are documented in the Recommendation Management
documentation. Specific instructions for using the Recommendation Tasks menu to
transition the state of an RBI Recommendation record are included in the
Recommendation Management documentation.
Note: While the following image includes the Reject operation and the Rejected state,
this state and operation are not valid in the RBI workflow and are, therefore, colored gray
in the image. While they exist in the baseline State Configuration, if you try to reject an
RBI Criticality Analysis record, an error message will appear, indicating that this
operation is not valid.
Note: The Promote to ASM operation is used only when ASM integration is enabled.
Initial State
The Created state is the initial state of all new RBI Criticality Analysis records.
Datasheet Configuration
By default, states and operations will appear on the datasheet when you are viewing an
RBI Criticality Analysis record in RBI, the Record Manager, or the Bulk Data Form.
States
State
Is Reserved?
Approved
Yes
Accepted by ASM
Yes
Archived
Yes
Created
No
Implemented
Yes
Pending Approval
Yes
Re-Evaluating
Yes
Rejected
No
Yes
Risk Completed
Yes
Operations
Operation
Is Reserved?
Yes
Implement
No
Finalize Risk
No
To What If
Yes
Reevaluate
No
Approve
No
Reject
No
Reimplement
No
Promote to ASM
Yes
No
Analysis
State
RBI
Recommendations
Future
Mechanisms
Risk
Be
Can Be
Allowed? Deleted?
Analyses Can Be Created?
Modified? Added or
Can Be
Deleted?
Created?
Created
Yes
Yes
Yes
Yes
Yes
No
Risk
Completed
No
No
No
No
No
Yes
Pending
Approval
No
No
No
No
No
No
Approved
No
No
No
No
No
No
Implemented
No
No
No
No
No
No
Archived
No
No
No
No
No
No
Rejected
No
No
No
No
No
No
ReEvaluating
No
No
No
No
No
No
Accepted by
ASM
No
No
No
No
No
No
Reserved for
Yes
What If
Yes
Yes
Yes
No
No
Note the following exceptions about the information contained in this table:
If an RBI Criticality Analysis record is set to Risk Completed, the value in the
Mitigated Risk field in the RBI Degradation Mechanisms records to which it is
linked can be modified.
The Accepted by ASM state applies only when ASM integration is enabled. If
ASM integration is disabled, an RBI Criticality Analysis record will never be set
to this state.
Risk Completed
Pending Approval
Approved
Implemented
Re-Evaluating
Accepted by ASM
Note: The Accepted by ASM state applies only if ASM integration is enabled. If ASM
integration is disabled, an RBI Criticality Analysis record will never be set to this state.
An RBI Analysis whose RBI Criticality Analysis record is set to any other state is
considered to be an inactive analysis. Main RBI Analyses and Future Risk Analyses can
be either active or inactive. What If Analyses will always be inactive because their RBI
Criticality Calculator record is always set to Reserved for What If.
In RBI, only ONE active analysis can exist for a given Criticality Calculator RBI
Components record. There is no limit to the number of inactive analyses that can exist for
a given Criticality Calculator RBI Components record. If a Criticality Calculator RBI
Components record is linked to an RBI Criticality Analysis record that is set to any of the
states listed above, when you set another RBI Criticality Analysis record that is linked to
the same Criticality Calculator RBI Components record to Risk Completed, the new RBI
Criticality Analysis record will become part of the active analysis. The previous RBI
Criticality Analysis record will be set to Archived automatically, and its analysis will no
longer be active.
On the RBI Asset View page, you can choose to view all analyses or only the active
analysis for each Criticality Calculator RBI Components record that is displayed in the
RBI Explorer pane. Note that active analyses and inactive analyses are conceptual ideas.
If you are viewing a combination of active and inactive analyses at the same time, unless
you evaluate the state of the RBI Criticality Analysis records themselves, you cannot
determine from the user interface which analyses are active and which analyses are
inactive. The RBI Asset View page does, however, provide a mechanism for filtering out
nodes representing RBI Criticality Analysis records whose states cause them to be belong
to an inactive analysis.
Hint: Because What If Analyses are always inactive, when you choose to display only
active analyses on the RBI Asset View page, all What If Analyses will be removed from
the RBI Explorer pane.
Proposed: The state to which new Inspection Groups are set by default. When an
Inspection Group is in the Proposed state, you can modify the components of the
Inspection Group.
Implemented: Indicates that RBI Recommendation records have been created for
the Equipment records that are associated with the Inspection Group. Changes
cannot be made to an Inspection Group that is in the Implemented state.
Not Implemented: Indicates that RBI Recommendation records will not be created
for the Equipment records that are associated with the Inspection Group. Changes
cannot be made to an Inspection Group that is in the Not Implemented state.
Archived: The state to which existing Inspection Groups are set by default when
an Inspection Group with the same Unit, Equipment Type, Corrosion Type, and
Risk Category is set to the Implemented or Not Implemented state.
The following diagram illustrates these concepts. Note the following details about this
diagram:
Blue arrows and text represent operations that are performed automatically by
Meridium APM when another Inspection Group with the same attributes (i.e.,
Unit, Equipment Type, Corrosion Type, and Risk Category) is set to the
Implemented or Not Implemented state.
On the Meridium APM Framework main menu, click Go To, point to Mechanical
Integrity, and then click Risk Based Inspection.
Manage RBI Systems by Unit: Displays the RBI System List page, where you can
open an existing RBI System record that is linked to a specific Functional
Location record or create a new RBI System record that is linked to a specific
Functional Location record.
Manage RBI Components by Asset: Displays the RBI Component List page,
where you can open an existing Criticality Calculator RBI Components record
that is linked to a specific Equipment record or create a new Criticality Calculator
RBI Components record that is linked to a specific Equipment record.
Manage RBI Recommendations: Displays the Manage Recommendations page,
where you can view Equipment records that are linked to RBI Recommendation
records.
Manage Potential Degradation Mechanisms: Displays the Search page, where you
can perform a Simple search to find Potential Degradation Mechanisms records.
Note: This link is enabled only if you are a member of the MI RBI Analyst or MI RBI
Administrator Security Group.
Manage Inspection Strategies: Displays the Search page, where you can perform a
Simple search to find Inspection Strategy records.
Note: This link is enabled only if you are a member of the MI RBI Analyst or MI RBI
Administrator Security Group.
Manage Data Mappings: Displays the Search page, where you can perform a
Simple search to find records in any of the following families: Data Mapping
Column-Field Pair, Data Mapping Group, and Data Mapping Query.
Note: This link is enabled only if you are a member of the MI RBI Analyst or MI RBI
Administrator Security Group.
Export and Import RBI Data: Displays the RBI Export and Import page, where
you can select Equipment records for which to export RBI data to a Microsoft
Excel file. After you have made updates in the Microsoft Excel file, you can use
this page to perform the import procedure to create new records and/or update
existing records.
Manage Inspection Groups: Displays the Find Inspection Groups page, which you
can use to create and manage Inspection Groups.
Administrative Settings: Displays the Administrative Tasks page, where you can
specify:
The Inspection Priority Ranges that will be used when you create
Inspection Groups.
Required/Optional Notes
Optional
None
Optional
Optional
11
12
13
None
14
10
Optional
15
16
Optional
Optional
Optional
17
18
19
20
Optional
Recommendation
Creation Enabled
Generate
Recommendations
using Policy
Manager
21
Upgrade Workflow
You can upgrade to V3.6.0.0.0 using the instructions that are provided in this section of
the documentation. To access these instructions, click the starting version from which you
are upgrading:
V3.5.1
V3.5.0 SP1 LP
V3.5.0
V3.4.5
Step Task
Requi
Import Policy records that Meridium, Inc. modified in order to fix issues in the associated policy
diagrams. This includes the following Policy records:
1
Requi
Appendix_B
Appendix_D
Appendix_E
Appendix_F
Appendix_G
Appendix_H
Appendix_I
PRD_Strategies
Import the Inspection Strategy records that Meridium, Inc. modified in order to fix issues in
existing Inspection Strategy records. To do so:
1. Using the Import/Export Metadata window, navigate to the following location on the
Meridium APM Application Server machine:
C:\Meridium\DbUpg\MI_DB_Master_3600000\3600000\20_IEU\50_Other\2_RecordsLi
Requi
nks.
2. Import the file MI_INSP_STRAT.xml from this location.
The file is imported, and the associated Inspection Strategy records are created, replacing
the previous ones.
Step Task
Requi
Import Policy records that Meridium, Inc. modified in order to fix issues in the associated policy
diagrams. This includes the following Policy records:
1
Requi
Appendix_B
Appendix_D
Appendix_E
Appendix_F
Appendix_G
Appendix_H
Appendix_I
PRD_Strategies
Import the Inspection Strategy records that Meridium, Inc. modified in order to fix issues in
existing Inspection Strategy records. To do so:
1. Using the Import/Export Metadata window, navigate to the following location on the
Meridium APM Application Server machine:
C:\Meridium\DbUpg\MI_DB_Master_3600000\3600000\20_IEU\50_Other\2_RecordsLi
Requi
nks.
2. Import the file MI_INSP_STRAT.xml from this location.
The file is imported, and the associated Inspection Strategy records are created, replacing
the previous ones.
Import Policy records that are new to V3.5.1. The XML files that you will need to import are:
Option
In Functional Location records that represent units in your facility, select the Is a Unit? check
box.
Using the Belongs to a Unit relationship, link Equipment records to Functional Location records
representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value
Requi
True.) You can accomplish this task using the Meridium APM Framework application.
Requi
Option
Step Task
Requi
Import Policy records that Meridium, Inc. modified in order to fix issues in the associated policy
diagrams. This includes the following Policy records:
Appendix_B
Appendix_D
Appendix_E
Appendix_F
Appendix_G
Appendix_H
Appendix_I
PRD_Strategies
Requi
Import the Inspection Strategy records that Meridium, Inc. modified in order to fix issues in
existing Inspection Strategy records. To do so:
1. Using the Import/Export Metadata window, navigate to the following location on the
Meridium APM Application Server machine:
C:\Meridium\DbUpg\MI_DB_Master_3600000\3600000\20_IEU\50_Other\2_RecordsLi
Requi
nks.
2. Import the file MI_INSP_STRAT.xml from this location.
The file is imported, and the associated Inspection Strategy records are created, replacing
the previous ones.
Import Policy records that were new to V3.5.1. The XML files that you will need to import are:
Option
In Functional Location records that represent units in your facility, select the Is a Unit? check
box.
Using the Belongs to a Unit relationship, link Equipment records to Functional Location records
representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value
Requi
True.) You can accomplish this task using the Meridium APM Framework application.
Requi
Option
Step Task
Requi
Import Policy records that Meridium, Inc. modified in order to fix issues in the associated policy
diagrams. This includes the following Policy records:
Appendix_B
Appendix_D
Appendix_E
Appendix_F
Appendix_G
Appendix_H
Appendix_I
Requi
PRD_Strategies
Import the Inspection Strategy records that Meridium, Inc. modified in order to fix issues in
existing Inspection Strategy records. To do so:
1. Using the Import/Export Metadata window, navigate to the following location on the
Meridium APM Application Server machine:
C:\Meridium\DbUpg\MI_DB_Master_3600000\3600000\20_IEU\50_Other\2_RecordsLi
Requi
nks.
2. Import the file MI_INSP_STRAT.xml from this location.
The file is imported, and the associated Inspection Strategy records are created, replacing
the previous ones.
Import Policy records that will be used to generate RBI Recommendation records automatically. Option
If you plan to generate RBI Recommendation records using Inspection Strategy records and you Option
have previously created Task Types records with the reference value Inspection, in those records,
change the value in the Reference field to Inspection_Strategy.
In Functional Location records that represent units in your facility, select the Is a Unit? check
box.
Using the Belongs to a Unit relationship, link Equipment records to Functional Location records
representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value
Requi
True.) You can accomplish this task using the Meridium APM Framework application.
Requi
Option
Applying V3.6.0.2.0
The following table lists the step that is required to configure RBI for V3.6.0.2.0. This
step assumes that you have completed the steps for upgrading the components in the
basic Meridium APM system architecture.
Step Task
Import Policy records that
Meridium, Inc. modified in this
release:
Required/Optional Notes
Appendix_B
Appendix_D
Appendix_E
Appendix_F
Appendix_G
Appendix_H
Appendix_I
PRD_Strategies
Required
MI RBI Administrator
MI RBI Analyst
These groups are intended to support the two main types of users who will use RBI. Each
of these groups has privileges assigned to it by default. Along with family-level privileges
that are associated with each Security Group, members of these Security Groups can see
the following links on the RBI Start Page in the Meridium APM Framework application:
Family
MI RBI Administrator
MI RBI Analyst
Entity Families
Asset Group
Consequence Evaluation
Factors
Corrosion
None
View
None
View
Criticality Consequence
Evaluation
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Cylindrical Shell
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Exchanger Bundle
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Exchanger Header
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Exchanger Tube
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Piping
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Tank Bottom
Data Mapping Column-Field
View, Update, Insert, Delete View
Pair
Data Mapping Group
Degradation Mechanisms
Evaluation Factors
Equipment
Functional Location
Grouping Element
Inspection Task
Meridium General
Recommendation
View
Policy
View
Potential Degradation
Mechanisms
RBI Degradation
View
Mechanisms
RBI Recommendation
RBI System
Reference Document
Risk Assessment
Risk Rank
Risk Translation
SAP System
View
Task Type
View
Relationship Families
Belongs to a Unit
Has Consequence Evaluation View, Update, Insert, Delete View, Update, Insert, Delete
Has Consolidated
Recommendations
None
View
View
None
View
Has Datapoints
None
View
Has Degradation Mechanisms View, Update, Insert, Delete View, Update, Insert, Delete
Has Inspections
None
View
View
Has RBI Criticality Analysis View, Update, Insert, Delete View, Update, Insert, Delete
Has RBI Degradation
Mechanism Evaluation
Has Recommendations
None
View
View
View
Has Superseded
Recommendations
None
None
Has Tasks
Is Part of Group
Represents Inspections
Note the following details about certain security privileges listed in this table:
Privileges to the following entity and relationship families support the Inspection
Grouping feature by which you can create and manage Inspection Groups for
equipment in your facility:
o Policy
o
SAP System
records. Suppose that you want to limit the Potential Degradation Mechanisms records to
only those records with the following values in the Degradation Mechanism Description
field: Carbonate Cracking, Brittle Fracture, or Amine Cracking (ASCC).
To accomplish this, you would need to complete the following tasks:
-and
Carbonate Cracking
Brittle Fracture
If you were to configure the references this way, when users chose to link a Potential
Degradation Mechanisms record to a Criticality Calculator RBI Components record with
the value Heat Exchanger-Shell in the Component Type field, the window shown in the
following image would appear.
In the Search Conditions text box, you can see that the values are limited to only those
that are associated with the selected references: Amine Cracking, Brittle Fracture, and
Carbonate Cracking.
Policy
PV Stress
Tank Stress
Although baseline records are not provided in these families, you can create them
manually by importing them from the Meridium APM Application Server using the
Import/Export Metadata Tool.
Note: The records are deployed to the Meridium APM Application Server during the
Application Server installation process.
The records are provided in a set of XML files, some of which have corresponding
folders, that are stored in the subfolders listed in the following table, which are stored in
the following location that is available on the Meridium APM Application Server
machine: C:\Meridium\DbUpg\Versions\<database version>\_IEU_ManualImports,
where <database version> is the database version that is currently installed.
Records
_IEU_ManualImports
subfolder
XML files
Corresponding folders
Appendix_B.xml
Appendix_B Files
Appendix_D.xml
Appendix_D Files
Appendix_E.xml
Appendix_E Files
Appendix_F.xml
Appendix_F Files
Appendix_G.xml
Appendix_G Files
Appendix_H.xml
Policy
Policy Records
Appendix_H Files
Appendix_I.xml
Appendix_I Files
CUI Insp Grouping
Policy.xml
Int Corrosion Insp
Grouping Policy.xml
PRD_Strategies.xml
PRD_Strategies Files
PV Stress Stress Records
N/A
Stress Data.xml
4_2010 ASME 1050-1800
Stress Data.xml
Tank
Stress
Stress Records
N/A
You are not required to import any of the Policy, PV Stress, or Tank Stress records that
Meridium, Inc. provides. If you are upgrading from a previous version of Meridium APM
in which you created any of these records manually, you might choose not to import the
records that are distributed by Meridium, Inc. so that you can maintain your existing
records and their values.
Design Code
Code Year
Material Specification
Material Grade
Metal Temperature
For example, suppose that your database contains a PV Stress record with the following
field values:
One of the XML files contains a PV Stress record with the following field values, where
the values in blue match those in your existing record:
In this case, although the value in the Minimum Tensile Strength field in your PV Stress
record does not match the value in the Meridium APM PV Stress record, this record
would be updated during the import procedure. So, after the import procedure is
complete, the updated PV Stress record would contain the value 45 instead of 40 in the
Minimum Tensile Strength field.
If any of your existing PV Stress records are updated during the import procedure,
existing RBI Criticality Analysis records will not be updated. If needed, you can update
them manually.
If you have existing PV Stress records, the decision to import the Meridium APM PV
Stress records should be made only after you have carefully evaluated your existing
records. The Meridium APM documentation does not provide a list of the values that will
exist in the PV Stress records that will be imported. You may need to work with your
Meridium, Inc. representative to make an informed decision.
Note: The values in the Meridium APM PV Stress records adhere to the American
Petroleum Institute API-650 (storage tanks), ASME Section II Part D tables 1A and 1B
(pressure vessels), and the ASME B31.3 (piping circuits) specifications.
Material Specification
Design Code
Code Year
Allowable Stress
For example, suppose that your database contains a Tank Stress record with the following
field values:
Material Grade: C
Material Specification: A10
The XML file contains a Tank Stress record with the following field values, where the
values in blue match those in your existing record:
Material Grade: None. This value is not populated in the imported Tank Stress
records.
Material Specification: A10
In this case, although the value in the Material Grade field in your Tank Stress record is
different than the value in the Meridium APM PV Stress record (which is null), this
record would be updated during the import procedure. So, after the import procedure is
complete, the updated Tank Stress record would not contain a value in the Material Grade
field.
If any of your existing Tank Stress records are updated during the import procedure,
existing RBI Criticality Analysis records will not be updated. If needed, you can update
them manually.
If you have existing Tank Stress records, the decision to import the Meridium APM Tank
Stress records should be made only after you have carefully evaluated your existing
records. The Meridium APM documentation does not provide a list of the values that will
exist in the Tank Stress records that will be imported. You may need to work with your
Meridium, Inc. representative to make an informed decision.
Note: The values in the Meridium APM Tank Stress records adhere to the American
Petroleum Institute API-650 (storage tanks) specifications.
Active, you can view and modify the Policy records using the Policy Manager
module.
Not active, you can view the imported Policy records using a read-only format of
the Policy Manager module.
The Meridium APM RBI Best Practice assumes that you will not modify the Policy
records that Meridium, Inc. provides. The following instructions provide details on
viewing the imported Policy records when the Policy Manager license is not active.
To view the imported Policy records:
1. Perform a search for the Policy record that you want to view, and open the Policy
record.
The Policy record is displayed in Record Manager.
In the following image, the Policy record Appendix_B is displayed in Record Manager.
You can view the details of the Policy record via the Policy page.
The following instructions explain how to import Policy, PV Stress, or Tank Stress
records that are used in RBI. These instructions assume that you have already installed
the Meridium APM Application Server software.
To import records that are used in RBI:
1. Using the Import/Export Metadata window, navigate to the following location on
the Meridium APM Application Server machine:
C:\Meridium\DbUpg\Versions\<database version>\_IEU_ManualImports, where
<database version> is the database version that is currently installed.
Within the _IEU_ManualImports folder, you will see the following subfolders that
identify the types of records that they contain:
2. Import the XML files, one at a time. You can import the files in any order.
The files are imported, and the appropriate Policy, PV Stress, or Tank Stress records are
created.
When you click the Generate Recommendations link on the RBI Asset View page.
The Meridium APM RBI Best Practice assumes that you will generate RBI
Recommendation records using Inspection Strategy records. As such, the documentation
does not provide additional details on generating RBI Recommendation records using
Strategy Logic Case records.
1. In the Meridium APM Framework, on the toolbar, click the New button.
The Select Family dialog box appears.
2. In the list, select Potential Degradation Mechanisms, and then click OK.
A new Potential Degradation Mechanisms record appears in the Record Manager.
Qualitative
Quantitative
885 Embrittlement
Brittle Fracture
Carburization
Creep
Erosion
Graphitization
Hydrogen Embrittlement
Mechanical Fatigue
Refractory Failure
Temper Embrittlement
Thermal Fatigue
Caustic Cracking
Blocked Discharge
Blocked Discharge - Admin Control
Fire
Liquid Overfill
Loss of Cooling
Runaway Reaction
Thermal Relief
Leak
Note: The baseline Meridium APM database does not contain any Degradation
Mechanisms Evaluation Factors records. This documentation, however, assumes that
your database has been modified to include a Degradation Mechanisms Evaluation
Factors record for each qualitative Potential Degradation Mechanisms record.
RBI Recommendation records that you generate in RBI when the Generate
Recommendations using Policy Manager setting is enabled and you have
imported the Policy records that Meridium, Inc.
Meridium APM provides a set of Inspection Strategy records in the baseline database.
Inspection Priority Ranges, which will be used when you create Inspection
Groups.
The following image shows the settings as they are configured in the baseline RBI
product.
The Preferences for Risk Based Inspection workspace contains items that correspond
with the following settings:
Recommendation Creation Enabled: When this setting is enabled, you can create
RBI Recommendation records in RBI. This setting is enabled by default.
o If ASM integration is disabled and you want to recommend actions and
manage mitigated risk for degradation mechanisms in RBI, you should
accept the baseline configuration.
o
If you want to recommend actions and manage mitigated risk in ASM, you
should modify the baseline configuration by clearing this check box.
When this setting is enabled, the Generate Recommendations using Policy Manager
setting should also be enabled.
You cannot create RBI Recommendation records for RBI Analyses whose
associated RBI Criticality Analysis record has been transitioned to the
Risk Completed state.
When you copy a main RBI Analysis, you have the option to specify that
the RBI Recommendation records that are linked to the associated RBI
Degradation Mechanisms records that will be linked to the new RBI
Criticality Analysis records should also be linked to the new RBI
Criticality Analysis records. Specifically, the Copy Recommendations for
Degradation Mechanisms check box is enabled on the Select Degradation
Mechanisms window that is displayed when you perform the copy
procedure. When this setting is disabled, the Copy Recommendations for
Degradation Mechanisms check box is disabled on the Select Degradation
Mechanisms window.
This setting is disabled by default and can only be enabled if the Recommendation
Creation Enabled setting is enabled also. The RBI Best Practice assumes that you will
create RBI Recommendation records only for calculated RBI Analyses whose associated
RBI Criticality Analysis record has been transitioned to the Risk Completed state. This
documentation, therefore, assumes that you will not enable this setting.
Risk Assessment Enabled: When this setting is enabled, you can calculate
unmitigated risk using a custom calculator and display the values on the Risk
Matrix. This setting is disabled by default.
o If you want to accept the Meridium APM system calculations for
unmitigated risk, which are displayed on the Degradation Mechanism
datasheet, you should accept the default selection.
o
If ASM integration is enabled and you want to accept the Meridium APM
system calculations for unmitigated risk, which calculates the unmitigated
risk and displays the values on the Degradation Mechanism datasheet, you
should accept the default selection.
If ASM integration is enabled, you are using a custom calculator to
calculate unmitigated risk and display it on the Risk Matrix, and you want
users to be able to modify the calculated unmitigated risk, you should
enable this setting by selecting this check box.
ASM Integration Enabled: When this setting is enabled, you can transfer RBI
Analyses to Asset Strategy Management (ASM) as Asset Strategies. If the ASM
license is active, this setting is enabled by default. If the ASM license is not
active, this check box is disabled.
o
If you want RBI and ASM to be integrated, you should accept the default
selection.
If you do not want RBI and ASM to be integrated, you should disable this
setting by clearing this check box.
The Meridium APM RBI Best Practice assumes that this setting is disabled, and that you
do not transfer RBI Analyses to ASM.
Consider Half-Life when Determining Inspection Task Interval: This setting plays
a role in determining how the Desired Interval field in certain Inspection Task
records is populated. This setting is disabled by default. If the Thickness
Monitoring license is active, and you have TM Analyses for the Equipment that
you analyze in RBI, you should enable this setting so that additional values will
be considered when determining the value that is populated in the Desired Interval
field in Inspection Task records that are created from or linked to an RBI
Recommendation record whose Damage Mechanism field contains the value
Criticality Calculator Internal Corrosion.
Generate Recommendations using Policy Manager: When this setting is enabled,
Inspection Strategy records are used to generate RBI Recommendation records,
based upon the logic in Policy records. This setting is disabled by default. If you
want to:
Inspection Priority Ranges for Risk Categories: The grid displayed for this setting
can be used to view and define the high and low limits for Risk Categories for the
purposes of creating Inspection Groups.
The Administrative Tasks page also contains the following task menus:
Administrative Tasks
Common Tasks
IMPORTANT: With the exception of modifying your administrative settings to use new
functionality, you should not modify the administrative settings after you have configured
them and users have started creating RBI Analyses using those settings.
Administrative Tasks
The Administrative Tasks menu on the Administrative Tasks page contains the following
link:
Save: Saves any changes that you have made on the page. This link is enabled
only when you have made one or more changes.
Common Tasks
The Common Tasks menu on the Administrative Tasks page contains the following links:
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Help: Displays the context-sensitive Help topic for the Administrative Tasks page.
Question
How will risk
values be
calculated for
degradation
mechanisms?
Answer
Action
By the Meridium
APM system.
By my own custom
calculator.
Note: This
documentation does
Select the Risk
not explain how you
Assessment
can create a custom
Enabled check box.
calculator or how you
can configure the
Meridium APM
system to use it.
Yes
Unmitigated Risk
Values check box.
Equipment records that you analyze in RBI, you should enable this setting so that
additional values are considered when populating the Desired Interval field in Inspection
Task records whose Task Type field contains the value Internal Visual or RBI - INT COR.
To enable the Consider Half-Life when Determining Inspection Task Interval setting:
1. On the Administrative Tasks page, select the Consider Half-Life when
Determining Inspection Task Interval check box.
In the following image, the Consider Half-Life when Determining Inspection Task
Interval check box is selected.
The values that are displayed in the Highest Inspection Priority and Lowest Inspection
Priority columns in the grid represent the high and low limits for each Risk Category with
respect to the value that is stored in the Inspection Priority (Unmitigated Risk) field in the
RBI Degradation Mechanisms record that is associated with the Criticality Calculator
RBI Components record.
For example, if you use the Inspection Priority Ranges that are defined by default (i.e.,
the ranges that are displayed in preceding image), and the Inspection Priority
(Unmitigated Risk) field in an RBI Degradation Mechanisms record contains the value
15, when an RBI Component that is associated with that RBI Degradation Mechanisms
record is included in an Inspection Group, the Grouping Element record for that RBI
Component will be assigned a Risk Category of Medium.
You can modify the following values in the Lowest Inspection Priority column in the
grid:
High
Medium High
Medium
You cannot modify the values in the row Low or in the Highest Inspection Priority
column. Instead, these values are updated automatically when you modify values in the
Lowest Inspection Priority column.
You will import the Policy records that Meridium, Inc. provides.
You will enable the Generate Recommendations using Policy Manager setting to
specify that Inspection Strategy records are used to generate RBI
Recommendations.
This documentation, with the exception of the section on configuring RBI, assumes that
you are following the Meridium APM Mechanical Integrity Best Practice. As such, you
will need to perform the following tasks in RBI:
1. Set up RBI Systems to organize the components that you want to analyze.
2. Assign degradation mechanisms to each component that you want to analyze.
3. Create RBI Analyses for each of the RBI Components that belong to the RBI
System.
4. If the risk values are unacceptable, analyze hypothetical scenarios using a What If
or Future Risk Analyses to determine how additional actions or factors might
affect the risk.
5. Create RBI Recommendation records to capture the recommended actions that
would lower the risk associated with each RBI Component.
6. Create Inspection Groups.
7. Implement Inspection Groups and create RBI Recommendation records to capture
the recommended actions that would lower the risk associated with the RBI
Components that make up each Inspection Group.
8. Evaluate all of your RBI Recommendation records.
9. Create Inspection Task or SAP Notification records from the appropriate RBI
Recommendation records to track the work and make sure that the recommended
actions are implemented.
Note: The way in which you manage the unmitigated and mitigated risk values depends
upon how other administrative settings are configured.
After an administrative user has decided to allow RBI data to be transferred to ASM, the
administrative user can also decide how you will be able to track recommended actions
based on risk information in RBI Degradation Mechanisms records. They can choose
either of the following options:
You will create RBI Recommendation records to record recommended actions and
mitigated risk values and transfer them to ASM as Action records.
You will not create RBI Recommendation records. Instead, you will recommend
future action and manage mitigated risk values using Action records in ASM.
-or-
To transfer RBI Analyses to Asset Strategies in ASM, you will need to promote the
corresponding Equipment record to ASM. Remember that a single equipment can have
multiple RBI Components, and each RBI Component can have only one RBI Analysis, as
illustrated in the following image.
Note: You can promote an Equipment record to ASM only if the associated RBI
Criticality Analysis record is linked to at least one RBI Degradation Mechanisms record.
Using RBI, you can promote an Equipment record to ASM after you have completed the
following steps:
1. Link Criticality Calculator RBI Components records to an Equipment record.
2. Link each of those Criticality Calculator RBI Components records to an RBI
Criticality Analysis record.
3. Manage the unmitigated and mitigated risk of the associated RBI Degradation
Mechanisms records that are linked to the RBI Criticality Analysis records.
4. Set all of the RBI Criticality Analysis records to Risk Completed.
Note that after an Equipment record has been promoted to ASM, if you create a new RBI
Analysis for any Criticality Calculator RBI Components record that is linked to that
Equipment record, you can promote the Equipment record to ASM again after setting that
RBI Criticality Analysis record to Risk Completed.
Using RBI Recommendation records in RBI. In this workflow, you will identify
the mitigated risk of degradation mechanisms in RBI.
Using Action records in ASM. In this workflow, you will identify the mitigated
risk of degradation mechanisms in ASM.
Note: Both workflows assume that the ASM Integration Enabled administrative check
box is selected. Within each workflow, other steps are allowed only if the corresponding
administrative check box is selected.
In most cases, you will complete the steps in either workflow on a regular basis as you
refine the operating conditions and environment. RBI Analyses are dynamic tools that
help you refine your strategy for maintaining RBI Components.
Step Description
For each Criticality Calculator RBI
Components record that is linked to the
RBI System record, create an RBI
Analysis. Doing so will cause the
Meridium APM system to create a link
automatically between each RBI
Criticality Analysis record and the
following records:
None
Notes
None
None
Step Description
For each Criticality Calculator RBI
Components record that is linked to the
RBI System record, create an RBI
Analysis. Doing so will cause the
Meridium APM system to create a link
automatically between each RBI
Criticality Analysis record and the
following records:
Notes
None
None
None
The following instructions assume that your or someone else has set up your RBI
Systems as appropriate.
To create and manage RBI Analyses and Recommendations:
1. Create an RBI Analysis record for each Criticality Calculator RBI Components
record that is linked to the RBI System record. Doing so will cause the Meridium
APM system to create a link automatically between each RBI Criticality Analysis
record and the following records:
1.
RBI Unit View - <Functional Location Record ID>, where <Functional Location
Record ID> is the Record ID of the selected Functional Location record.
Throughout this documentation, unless it is necessary to include <Functional
Location Record ID> in the page title for clarity, we refer to this page as the RBI
Unit View page.
RBI Asset View - <Equipment Record ID>, where <Equipment Record ID> is the
Record ID of the selected Equipment record. Throughout this documentation,
unless it is necessary to include <Equipment Record ID> in the page title for
clarity, we refer to this page as the RBI Asset View page.
These pages are described in detail in this section of the documentation. The remaining
RBI documentation is organized according to main features in RBI (RBI Systems, RBI
Components, and RBI Analyses) rather than according to the page on which you can
manage each feature.
2. Create a new RBI System record or open an existing RBI System record.
The RBI Unit View page appears. By default, the Functional Location node is selected in
the RBI Explorer pane.
RBI Explorer pane: Contains a tree, which displays nodes to represent Functional
Location, RBI System, and Criticality Calculator RBI Components records.
Datasheet area: Displays the datasheet for the record that is represented by the
node that is selected in the RBI Explorer pane.
Task menus: Menus that provide access to specific functionality. The following
task menus are available: System Tasks, Component Tasks, Common Tasks, and
Associated Pages.
Functional Location: Displayed at the first level of the tree. Note that the tree can
contain multiple Functional Location nodes.
RBI System: Displayed below the Functional Location level. Note that the tree
can contain multiple RBI System nodes below each Functional Location node.
Criticality Calculator RBI Components: Displayed below the RBI System level.
Note that the tree can contain multiple Criticality Calculator RBI Components
nodes below each RBI System node.
Note: Throughout this documentation, we refer to the nodes by the records that they
represent. For example, the node representing the Functional Location record is referred
to as the Functional Location node.
The selected node dictates the options that are available on the task menus, the datasheet
that appears in the datasheet area, and the records that are displayed in the Potential
Degradation Mechanisms section below the datasheet area.
In the following image, the RBI Explorer pane is highlighted in red.
RBI-UNIT-A ~ UNIT-LEVEL
RBI System
RBISYS-837
Datasheet Area
The datasheet area on the RBI Unit View page displays the datasheet of the record that is
represented by the node that is selected in the RBI Explorer pane. For example, if an RBI
System node is selected in the RBI Explorer pane, the current datasheet for the RBI
System record that is represented by that RBI System node will be displayed in the
datasheet area.
In the following image, the datasheet area is outlined in red.
At the top of the datasheet, a toolbar appears to give you access to functions that are
associated with the selected record. The toolbar contains the buttons described in the
following table.
Button Function
Saves the current record, including any modifications that you have made.
Displays the Preview window, from which you can print the information
associated with the current record.
Displays the Reference Documents window, where you can view, edit, and create
reference documents for the current record.
To collapse the datasheet area, you can click the button to the right of the datasheet
toolbar. To expand the datasheet area, you can click the button.
At the top of the section, a toolbar appears to give you access to functions that are
associated with the Potential Degradation Mechanisms records. The toolbar contains the
buttons described in the following table.
Button Function
Displays the Link Existing Potential Degradation Mechanisms to <RBI System
Record ID> window, where <RBI System Record ID> is the Record ID of the RBI
System record that is selected in the RBI Explorer pane. You can use this window
to select existing Potential Degradation Mechanisms records to link to the RBI
System record.
System Tasks
The System Tasks menu on the RBI Unit View page contains the following links. Note
that unless otherwise noted, all links are enabled only when an RBI System node is
selected in the RBI Explorer pane.
Create System: Creates a new RBI System record that is linked to the Functional
Location record that is represented by the node that is selected in the RBI
Explorer pane.
Note: This link is enabled only if you select a Functional Location node in the RBI
Explorer pane.
Unlink System from Unit: Unlinks the selected RBI System record from the
Functional Location record to which it is linked.
Delete System: After asking for confirmation, deletes the RBI System record that
is represented by the node that is selected in the RBI Explorer pane.
Open Components in Asset View: Displays the RBI Asset View page. Note that
this link is enabled when either the Functional Location node or an RBI System
node is selected in the RBI Explorer pane.
If you click this link while the Functional Location node is selected, the
RBI Asset View page displays ALL Equipment records (and ALL of their
linked Criticality Calculator RBI Components records) that are linked to
the Criticality Calculator RBI Components records that are associated with
the Functional Location record that is represented by that node.
Note: If the selected Functional Location node represents a Functional Location record
that is linked to RBI System records that are not linked to any Criticality Calculator RBI
Components records, when you click this link, a message appears, indicating that no RBI
Components were found.
If you click this link while an RBI System node is selected, the RBI Asset
View page displays the Equipment record (and ALL of its linked
Criticality Calculator RBI Components records) that is linked to the
Criticality Calculator RBI Components record that is linked to the RBI
System record that is represented by the selected node.
Note: If the RBI System record that is represented by the selected RBI System node is not
linked to any Criticality Calculator RBI Components records, when you click this link, a
message appears, indicating that no RBI Components were found.
Component Tasks
The Component Tasks menu on the RBI Unit View page contains the following links.
Note that unless otherwise noted, all links are enabled only when a node representing a
Criticality Calculator RBI Components node is selected in the RBI Explorer pane.
Create RBI Component: Displays the Create Component window, where you can
specify the type of component that you want to create and the Equipment record
to which it should be linked.
Note: This link is enabled only if you select an RBI System node in the RBI Explorer
pane.
Link Existing RBI Component: Displays the Find Existing RBI Components
window, where you can select an existing Criticality Calculator RBI Components
record to link to the RBI System record that is represented by the RBI System
node that is selected in the RBI Explorer pane.
Note: This link is enabled only if you select an RBI System node in the RBI Explorer
pane.
Unlink RBI Component from System: Unlinks the Criticality Calculator RBI
Components record from the RBI System record to which it is linked.
Delete RBI Component: After asking for confirmation, deletes the Criticality
Calculator RBI Components record that is represented by the selected node.
Open in Asset View: Displays the RBI Asset View - <Equipment Record ID>
page, where <Equipment Record ID> is the Record ID of the Equipment record
that is linked to the Criticality Calculator RBI Components record that is
represented by the selected node. Note that on the RBI Asset View page, nodes
are displayed for ALL Criticality Calculator RBI Components records that are
linked to that Equipment record (not just the Criticality Calculator RBI
Components records that are represented by the nodes that you selected on the
RBI Unit View page).
Copy Selected Components: Displays the Find Asset window, where you can
select the Equipment record to which you want to link a new Criticality
Calculator RBI Component record. The new record will be created using the
values in the Criticality Calculator RBI Components record that is represented by
the node that is selected in the RBI Explorer pane.
Note: This link is enabled only if you select a Criticality Calculator RBI Components
node in the RBI Explorer pane.
Common Tasks
The Common Tasks menu on the RBI Unit View page contains the following links:
Print: Displays the Preview window, which shows a preview of how the datasheet
that appears in the datasheet area will be printed. From the Preview window, you
can select print options and print the record.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page. This link is enabled only when you are viewing a saved analysis.
Help: Displays the context-sensitive Help topic for the RBI Unit View page.
Associated Pages
The Associated Pages menu on the RBI Unit View page displays Associated Pages that
are configured for the family of the record that is represented by the node that is selected
in the RBI Explorer pane.
TM Status label: Displays a value that indicates the Thickness Monitoring status
for the selected Equipment record.
RBI Explorer pane: Contains a tree, which displays nodes to represent Equipment,
Criticality Calculator RBI Components, and RBI Criticality Analysis records.
Datasheet area: Displays the datasheet for the record that is represented by the
node that is selected in the RBI Explorer pane.
Task menus: Menus that provide specific functionality. The following task menus
are available: Component Tasks, Analysis Tasks, Recommendation Tasks,
Common Tasks, and Associated Pages.
TM Status Label
To the right of the TM Status label on the RBI Asset View page, one of the following
values is displayed:
Data Available: Indicates that records that form a TM Analysis are linked to the
Equipment record for which the RBI Asset View page was accessed. This value
appears as a hyperlink. If you click this hyperlink, the TM TMLs/Measurements
page (in the Thickness Monitoring module) for the Equipment record will be
displayed.
Insufficient Privileges: Indicates that you are not a member of any Thickness
Monitoring Security Group, and therefore cannot access the TM
TMLs/Measurements page (in the Thickness Monitoring module) to view the TM
data that exists for the Equipment record for which the RBI Asset View page was
accessed.
Not Analyzed: Indicates that a TM Analysis does not exist for the piece of
equipment for which the RBI Asset View page was accessed.
Not Licensed: Indicates that the Thickness Monitoring license is not active.
RBI Explorer
The RBI Explorer pane on the RBI Asset View page displays nodes in a tree, where each
node represents one of the following records:
Equipment: Displayed at the first level of the tree. Note that the tree can contain
multiple Equipment nodes.
Note: Throughout this documentation, we refer to the nodes by the records that they
represent. For example, the node representing the Equipment record is referred to as the
Equipment node.
The selected node dictates the options that are available on the task menus, the datasheet
that appears in the datasheet area, and the records that are displayed on the tabs below the
datasheet area.
If ASM integration is enabled, above the RBI Explorer pane is the text Strategy Indicator,
appended with an icon and the strategy indicator for the current Equipment record.
In the following image, the RBI Explorer pane is highlighted in red. This image assumes
that ASM integration is disabled, and therefore does not show the strategy indicator.
Datasheet Area
The datasheet area on the RBI Asset View page displays the datasheet of the record that is
represented by the node that is selected in the RBI Explorer pane.
For example, if an Criticality Calculator RBI Components node is selected in the RBI
Explorer pane, the current datasheet for the Criticality Calculator RBI Components
record that is represented by that node will be displayed in the datasheet area.
In the following image, the datasheet area is outlined in red.
At the top of the datasheet, a toolbar appears to give you access to functions that are
associated with the selected record. The toolbar contains the buttons described in the
following table.
Item
Function
Saves the current record, including any modifications that you have
made.
Displays the Preview window, from which you can print the
information associated with the current record.
Displays the Reference Documents window, where you can view, edit,
and create reference documents for the current record.
Displays the State Assignments dialog box, where you can assign
Security Users to states. This icon appears only if:
State Configuration has been defined for the family via the
Configuration Manager.
Indicates the current state of the record. This icon is displayed only if
you are viewing the datasheet for an RBI Criticality Analysis record.
Note that the state in this table is Risk Completed. The state that you see
may be different.
Displays a list of the available operations for the current record. From
this list, you can select an operation, which will cause the record's state
to change. This icon is displayed only if you are viewing an RBI
Criticality Analysis record.
To collapse the datasheet area, you can click the
button.
The Potential Degradation Mechanisms tab on the RBI Asset View page contains a grid,
which displays a row for each Potential Degradation Mechanisms record that is linked to
the Criticality Calculator RBI Components record that is represented by the node that is
selected in the RBI Explorer pane.
In the following image, the Potential Degradation Mechanisms tab is outlined in red.
At the top of the section, a toolbar appears to give you access to functions that are
associated with the Potential Degradation Mechanisms records. The toolbar contains the
buttons described in the following table.
Button Function
Displays the Link Existing Potential Degradation Mechanisms to <Criticality
Calculator RBI Components Record ID> window, where <Criticality Calculator
RBI Components Record ID> is the Record ID of the Criticality Calculator RBI
Components record that is selected in the RBI Explorer pane. You can use this
window to select existing Potential Degradation Mechanisms records to link to the
Criticality Calculator RBI Components record.
After asking for confirmation, unlinks the selected Potential Degradation
Mechanisms record from the Criticality Calculator RBI Components record that is
selected in the RBI Explorer pane.
Displays the Reference Documents window, where you can view, edit, and create
reference documents for the current Potential Degradation Mechanisms record.
You can click any hyperlink in the Degradation Mechanism column to display the
datasheet for the Potential Degradation Mechanisms record.
You can also right-click any cell in the grid to see the captions of the URLs that have
been associated with the Potential Degradation Mechanisms family via the URL
Manager. You can click any item in the list to launch the underlying URL.
The Consequence Evaluations tab on the RBI Asset View page contains a grid, which
displays a row for the Criticality Consequence Evaluation record that is linked to the RBI
Criticality Analysis record that is represented by the node that is selected in the RBI
Explorer pane.
You can click any hyperlink in the Consequence column to display the datasheet for the
Criticality Consequence Evaluation record.
In the following image, the Consequence Evaluations tab is outlined in red.
The Degradation Mechanisms tab on the RBI Asset View page contains a grid, which
displays a row for each RBI Degradation Mechanisms record that is linked to the RBI
Criticality Analysis record that is represented by the node that is selected in the RBI
Explorer pane. If an RBI Degradation Mechanisms record is linked to any RBI
Recommendation records, those RBI Recommendations records are displayed in a grid
that appears below the appropriate RBI Degradation Mechanisms record. You can
collapse or re-expand this grid using the plus or minus sign that appears to the left of the
RBI Degradation Mechanisms hyperlink.
Hint: Within a grid that displays RBI Recommendation records, you cannot add
additional columns to the grid. To manage the RBI Recommendation records in that grid,
you can open the records in Recommendation Management.
You can click any hyperlink in the Degradation Mechanisms column to display the
datasheet for the RBI Degradation Mechanisms record.
In the following image, the Degradation Mechanisms tab is outlined in red.
At the top of the section, a toolbar is displayed that provides access to functions that are
associated with the RBI Degradation Mechanisms records. The toolbar contains the
buttons described in the following table.
Button Function
Displays the Create new Degradation Mechanisms record window, where you can
search for an existing Potential Degradation Mechanisms record that will be used
to create a new RBI Degradation Mechanisms record that will be linked to the RBI
Criticality Analysis record that is selected in the RBI Explorer pane.
After asking for confirmation, deletes the selected RBI Degradation Mechanisms
record.
Displays the Unmitigated Risk Assessment window, where you can override the
calculated unmitigated risk of an RBI Degradation Mechanisms record. This
button is enabled only when you calculate unmitigated risk using a custom
calculator.
Note that this documentation does not explain how to create a custom calculator or
how to configure the Meridium APM system to use it.
Displays the Risk Mitigation Assessment window, where you can use the Risk
Matrix to enter mitigated risk values for an RBI Degradation Mechanisms record.
This button is enabled only when you calculate unmitigated risk using a custom
calculator.
Note that this documentation does not explain how to create a custom calculator or
how to configure the Meridium APM system to use it.
Asset Tasks
The Asset Tasks menu on the RBI Asset View page contains the following links:
Review Analyses: Displays the RBI - Review Analyses page, where you can view
all the RBI Analyses for Equipment records that are not in the Archived state, and
change the states of those RBI Analyses.
Mass Review Recommendations: Displays the Recommendation Management
page, where you can view ALL the RBI Recommendation records that are linked
to ALL the Equipment records that are represented on the RBI Asset View page.
This link is enabled only when more than one Equipment node appears on the
RBI Asset View page and the option to create RBI Recommendation records is
enabled.
Mass Risk Analyses: Displays the Mass Risk Analyses window, which you can
use to create child RBI Analyses for the main RBI Analyses in an RBI Analysis.
Component Tasks
The Component Tasks menu on the RBI Asset View page contains the following links.
Note that unless otherwise noted, all links are enabled only when a Criticality Calculator
RBI Components node is selected in the RBI Explorer pane.
Create RBI Component: Displays the Create Component window, where you can
specify the type of component that you want to create.
Note: This link is enabled only if you select an Equipment node in the RBI Explorer
pane.
Open in Unit View: Displays the RBI Unit View page, which displays the
Functional Location record that is represented by the node that is selected in the
RBI Explorer pane.
Delete RBI Component: After asking for confirmation, deletes the Criticality
Calculator RBI Components record that is represented by the node that is
currently selected. Note that you cannot delete a Criticality Calculator RBI
Components record if it is linked to a successor record.
Add RBI Component: Displays the Find Existing RBI Components window,
where you can search for the Equipment record that is linked to the additional
Criticality Calculator RBI Components records that you want to represent in the
RBI Explorer pane. The selected Criticality Calculator RBI Components records
and the Equipment records to which they are linked will be represented in the RBI
Explorer pane.
Copy Asset Components: Displays the Find Asset window, where you can select
the Equipment records to which you want to link new Criticality Calculator RBI
Components records. The new records will be created using the values in the
Criticality Calculator RBI Components records that are linked to the Equipment
record that is represented by the node that is selected in the RBI Explorer pane.
Note: This link is enabled only if you select an Equipment node in the RBI Explorer
pane.
Copy Selected Components: Displays the Find Asset window, where you can
select the Equipment record to which you want to link a new Criticality
Calculator RBI Component record. The new record will be created using the
values in the Criticality Calculator RBI Components record that is represented by
the node that is selected in the RBI Explorer pane.
Note: This link is enabled only if you select a Criticality Calculator RBI Components
node in the RBI Explorer pane.
Note: This link is enabled only if you select an Equipment node in the RBI Explorer
pane.
Open ASM: Displays the ASM - Asset Strategy Risks - <Strategy ID> page
appears, where <Strategy ID> is the ID of the Asset Strategy for the Equipment
record that is represented by the selected node.
Note: This link is enabled only if you select an Equipment node in the RBI Explorer pane
and the Equipment record that it represents has been promoted to ASM.
-and
Records that form a TM Analysis exist for the Equipment record that you
are analyzing in RBI.
-and
o
Add Protected Equipment dialog box: This dialog box appears if you have
not yet identifying equipment or RBI Components that are protected by
the pressure relief device. From this dialog box, you can choose to identify
either protected equipment or RBI Components.
Select Protected Equipment window: This window appears if you have
already identified protected equipment. From this window, you can select
additional pieces of equipment that are protected by the pressure relief
device.
Note: This link is enabled only if you select a Criticality Calculator PRD Components
node in the RBI Explorer pane.
Note: This link is enabled only if you select in the RBI Explorer pane an Equipment node
or Criticality Calculator RBI Components node representing a record that is linked to a
Criticality Calculator PRD Components record.
Analysis Tasks
The Analysis Tasks menu on the RBI Asset View page contains the following links. Note
that unless otherwise noted, all links are enabled only when an RBI Criticality Analysis
node is selected in the RBI Explorer pane.
Create Analysis: Creates a new RBI Criticality Analysis record that is linked to
the Criticality Calculator RBI Components record that is represented by the
selected node.
Note: The Create Analysis link is enabled only when a Criticality Calculator RBI
Components node is selected in the RBI Explorer pane.
Calculate Analysis: Calculates the RBI Analysis that is represented by the selected
node.
Calculate All Analyses: Calculates all active RBI Analyses that are represented in
the RBI Explorer pane and all inactive RBI Analyses, which are not represented in
the RBI Explorer pane.
Create What If Analysis: Creates a new What If Analysis and displays a new node
for it in the RBI Explorer pane.
Create Future Risk Analysis: After displaying the Create Future Risk dialog box,
where you can type the desired value, creates a new Future Risk Analysis and
displays a new node for it in the RBI Explorer pane.
Update Analysis: Updates the main RBI Analysis with values in the What If
Analysis that is represented by the selected node.
Note: The Update Analysis link is enabled only when a node representing a What If
Analysis is selected in the RBI Explorer pane and when the predecessor RBI Criticality
Analysis record is set to the Created state.
View Active Analyses: Displays only nodes representing active RBI Analyses in
the RBI Explorer pane.
View All Analyses: Displays nodes representing active and inactive RBI Analyses
and all What If and Future Risk Analyses in the RBI Explorer pane.
Delete Analysis: Deletes the RBI Criticality Analysis record that is represented by
the selected node.
Note: Before you can delete an RBI Criticality Analysis record, you must delete or unlink
any successor records to which it is linked.
Copy Analysis: Displays the Find Component window, where you can select the
Criticality Calculator RBI Components records to which you want to link a new
RBI Criticality Analysis record. The input values in the source RBI Criticality
Analysis record will be copied to the new RBI Criticality Analysis record.
Note: The Copy Analysis link is enabled only when a main RBI Analysis node is selected
in the RBI Explorer pane.
Recommendation Tasks
The Recommendation Tasks menu on the RBI Asset View page contains the following
links. Note that these links are enabled only if the Recommendation Creation Enabled
check box on the Administrative Tasks page is selected. Otherwise, the links are always
disabled.
Note: This link is enabled only if you are viewing an RBI Criticality Analysis record that
is set to the Risk Completed state.
Note: This link is enabled only if you are viewing an RBI Criticality Analysis record that
is set to the Risk Completed state.
Common Tasks
The Common Tasks menu on the RBI Asset View page contains the following links:
Print: Displays the Preview window, which shows a preview of how the datasheet
that appears in the datasheet area will be printed. From the Preview window, you
can select print options and print the record.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page. This link is enabled only when you are viewing a saved analysis.
Help: Displays the context-sensitive Help topic for the RBI Asset View page.
Associated Pages
The Associated Pages menu on the RBI Asset View page displays Associated Pages that
have been configured for the family of the record that is represented by the node that is
selected in the RBI Explorer pane.
RBI - Review Analyses section: Contains a grid, which displays one row for each
RBI Criticality Analysis record that is not in the Archived state that is linked to
the Equipment or Functional Location record for which you accessed the RBI Review Analyses page.
Task menus: Menus that provide access to specific functionality. The following
task menus are available: Analysis Tasks, Asset Tasks, and Common Tasks.
Analysis ID: Displays the value that is stored in the Analysis ID field in the RBI
Criticality Analysis record. This value appears as a hyperlink, which you can click
to access the datasheet for the RBI Criticality Analysis record. When you access
the datasheet for the RBI Criticality Analysis record via this hyperlink, you can
save, print, link reference documents to, and manage state assignments for the
RBI Criticality Analysis record. All other options on the toolbar above the
datasheet are disabled.
Equipment ID: Displays the value that is stored in the Equipment ID field in the
RBI Criticality Analysis record.
RBI Component: Displays the value that is stored in the Component field in the
RBI Criticality Analysis record.
No value is displayed in the Analysis Type column for RBI Criticality Analysis records
that represent main RBI Analyses.
Analysis Calculation Date: Displays the value that is stored in the Date Criticality
Calculated field in the RBI Criticality Analysis record.
Inspection Priority: Displays the value that is stored in the Inspection PriorityRolled Up field in the RBI Criticality Analysis record.
One column in the grid, Current State, does not correspond with an RBI Criticality
Analysis field. The Current State column contains an icon and caption that indicates the
state of the RBI Criticality Analysis record in that row. The various states correspond
with the caption that is displayed. The following table lists each state and its
corresponding icon.
State and
caption
Accepted by
ASM
Approved
Archived
Created
Implemented
Pending
Approval
Re-Evaluating
Rejected
Reserved for
What If
Corresponding icon
Risk Completed
Analysis Tasks
The Analysis Tasks menu on the RBI - Review Analyses page contains links for various
actions that you can perform for the RBI Criticality Analysis records in the grid in the
RBI - Review Analyses section. The links that are displayed on the Analysis Tasks menu
will vary, depending upon the state of the RBI Criticality Analysis record that is selected
in the grid in the RBI - Review Analyses section. The preceding image is an example of
the Analysis Tasks menu when an RBI Criticality Analysis record that is in the Created
state is selected in the grid in the RBI - Review Analyses section.
The following table lists the links that are displayed on the Analysis Tasks menu, when
they are displayed, and the actions associated with each link.
Approve
Pending Approval
Finalize Risk
Created
Implement
Approved
Reevaluate
Implemented
Analysis
Tasks menu
link
Evaluating state.
Reimplement
Reject
Submit for
Approval
Re-Evaluating
Pending Approval
Risk Completed
Assign Analyses: This link is enabled only when more than one RBI Criticality
Analysis record is selected in the grid in the RBI - Review Analyses section.
When you click this link, the State Asignee window is displayed, which you can
use to manage the Security Users that are assigned to states for the selected RBI
Criticality Analysis records.
Asset Tasks
The Asset Tasks menu on the RBI - Review Analyses page contains the following link:
Open Asset View: Displays the RBI Asset View page for the Equipment or
Functional Location record for which you accessed the RBI - Review Analyses
page.
Common Tasks
The Common Tasks menu on the RBI - Review Analyses page contains the following
links:
Print: Displays the Preview window, which shows a preview of how the grid that
is displayed in the RBI Review Analyses section will be printed. From the
Preview window, you can select print options and print the grid.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Help: Displays the context-sensitive Help topic for the RBI Review Analyses
page.
On the RBI Start Page, click the RBI Import and Export link.
The RBI Export and Import page appears. In the RBI Export and Import workspace, the
Export tab is selected by default.
The RBI Export and Import workspace: Displays two tabs, Export and Import,
which are used to complete the export and import processes.
Task menus: Menus that provide access to specific functionality. The following
menus are available: Asset Tasks and Common Tasks.
Asset Tasks
The Asset Tasks menu on the RBI Export and Import page contains the following link:
Open Asset View: Displays the RBI Asset View page for the Equipment record
that is selected in the results grid on the Export tab of the RBI Export and Import
workspace. This link is enabled only when the Export tab is selected and the
results grid contains at least one row.
Common Tasks
The Common Tasks menu on the RBI Export and Import page contains the following
links:
Print: Displays the Preview window, which shows a preview of how the contents
of the results grid on the Export tab in the RBI Export and Import workspace will
be printed. From the Preview window, you can select print options and print the
contents of the results grid.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Help: Displays the context-sensitive Help topic for the RBI Export and Import
page.
Run Query button: Runs the Export RBI Components by Asset query and
populates the grid in the results section with the Equipment records
selected in the Select Asset ID list and any Active Criticality Calculator
RBI Components record that is linked to one of the selected Equipment
records.
File Name text box: The name of the Microsoft Excel file to which you
want to export the data for Equipment records displayed in the grid in the
results section, along with their RBI associated records. Each time you
perform the export process, you must specify a unique file name in this
text box.
file. The
button is enabled only when one or more records are displayed in the grid
in the search results.
Export All button: Displays the Export Status window, and if there are no
errors, exports ALL the Equipment records displayed in the results grid
and their associated RBI records to the Microsoft Excel file that you
specified in the File Name text box. This button is enabled only when a
file name is specified in the File Name text box.
Results grid: After you click the Run Query button, the results grid is
displayed below the File Name text box. One row is displayed in the grid
for each Active Criticality Calculator RBI Components record that is
linked to the Equipment records selected in the Select Asset ID list and
each Equipment record selected in the Select Asset ID list that is not
linked to at least one Criticality Calculator RBI Components record. The
grid contains the following columns of information:
The following image shows an example of what the Export tab looks like when you have
selected values in the Select Asset ID list, clicked the Run Query button, and specified a
file in the File Name text box.
File Name text box: The name of the Microsoft Excel file containing the
Equipment and RBI data that you want to import to the Meridium APM
system to create new records and/or update existing records based upon
information that you have specified via the Microsoft Excel file.
Import button: Displays the Import Status window, and if there are no
errors, imports the data in the Microsoft Excel file specified in the File
Name text box. New records are created and/or existing records are
updated based upon the data that you specified in the Microsoft Excel file.
The following image shows an example of what the Import tab looks like when a file
name has been specified in the File Name text box.
When you are performing the export procedure, the window is labeled Export
Status.
When you are performing the import procedure, the window is labeled Import
Status.
The Export Status window contains a status bar that displays the status of the export
procedure. When the export procedure is complete, the text Export completed
successfully is displayed.
Note: If the text above the status bar indicates that the export procedure was not
completed successfully, the Meridium APM Application Server machine could be down,
or you might not have the necessary Windows permissions to the folder containing the
file to which you are trying to export data. You should contact your organization's IT
department to resolve these issues.
The following buttons are displayed below the status bar:
Save Log: Displays the Save As window, where you can save a log of the export
to an external file.
Close: Closes the Export Status window.
Help: Displays the context sensitive help for the Export Status window.
The Import Status window contains a status bar that displays the status of the import
procedure. When the import procedure is completed successfully, the text Import
completed successfully is displayed. When there are one or more errors associated with
the import procedure, the text Import complete with errors is displayed above the status
bar, and a grid displaying the errors is displayed below the status bar. The following
image shows an example of the Import Status window when there are errors associated
with the import procedure.
The following columns are displayed in the grid when there are one or more errors
associated with the import procedure:
Entry Date: Displays the date and time that the import procedure was performed.
Asset ID: Displays the Record ID of the Equipment record for whose associated
RBI record the import error occurred.
Component ID: Displays the value in the Component field in the Criticality
Calculator RBI Components record for which the import error occurred or for
whose associated RBI record for which the import error occurred.
Message: Displays details about the specific import error that occurred.
On the RBI Start Page, click the Manage RBI Systems by Unit link.
The RBI System List page appears, displaying the Manage RBI System query, which is
stored in the Catalog in the folder \\Public\Meridium\Modules\Risk Based
Inspection\Queries.
Each time that you access the RBI System List page, you will need to run the Manage
RBI System query. You can click any hyperlinked RBI System ID displayed in the query
results to open the RBI System record on the RBI Unit View - <Functional Location
Record ID> page, where <Functional Location Record ID> is the Record ID of the
Functional Location record to which the RBI System record is linked.
To open multiple RBI System records, you can select the rows containing the desired RBI
System records and click the Open link on the System Tasks menu.
The RBI System List page also contains the following task menus: System Tasks and
Common Tasks.
System Tasks
The System Tasks menu on the RBI System List page contains the following links:
Create System: Displays the Find Existing Units window, where you can search
for a Functional Location record that you want to link to a new RBI System
record.
Open: Opens the selected RBI System records on the RBI Unit View <Functional Location Record ID> page, where <Functional Location Record ID>
is the Record ID of the Functional Location record that is linked to the first RBI
System record that you selected on the RBI System List page.
Note: This link is enabled only if at least one RBI System record is selected in the list of
query results.
Delete System: After asking for confirmation, deletes the selected RBI System
records. Note that you can delete an RBI System record only if it is not linked to
any successor records (e.g., Criticality Calculator RBI Components records).
Note: This link is enabled only if at least one RBI System record is selected in the list of
query results.
Common Tasks
The Common Tasks menu on the RBI System List page contains the following links:
Print: Displays the Preview window, which shows a preview of how the list of
query results will be printed. From the Preview window, you can select print
options and print the record.
Note: This link is enabled only if at least one RBI System record is selected in the list of
query results.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Note: This link is enabled only if at least one RBI System record is selected in the list of
query results.
Help: Displays the context-sensitive Help topic for the RBI System List page.
The query results appear in a grid below the Process Unit list.
5. In the RBI Explorer pane, select the node representing the new RBI System
record. This node is represented by the icon.
The RBI System datasheet for the new RBI System record appears in the datasheet area.
6. Enter the desired values on the RBI System datasheet.
7. When you are finished entering the desired values, on the datasheet toolbar, click
the button to save the record.
The RBI System record is saved to the database.
3. To open a single RBI System record, in the grid, in the row containing the RBI
System record that you want to open, click the hyperlink in the RBI System ID
cell.
-orTo open multiple RBI System records, in the grid, select the rows containing the RBI
System records that you want to open, and click the Open link on the System Tasks
menu.
The RBI Unit View - <Functional Location Record ID> page appears. The RBI Explorer
pane contains a node for each RBI System record that you selected on the RBI System
List page, grouped by nodes representing the Functional Location records to which the
RBI System records are linked. By default, the top Functional Location node is selected.
4. To view one of the RBI System records that you selected on the RBI System list
page, in the RBI Explorer pane, select the node representing the RBI System
record that you want to view.
The RBI System datasheet for the selected RBI System record appears in the datasheet
area.
representing the Functional Location record to which the RBI System record is linked. By
default, the top Functional Location node is selected.
2. In the RBI Explorer pane, select the node representing the RBI System record to
which you want to link Potential Degradation Mechanisms records.
The RBI System datasheet for the selected RBI System record appears in the datasheet
area.
button.
The Link Existing Potential Degradation Mechanisms to <RBI System Record ID>
window appears, where <RBI System Record ID> is the Record ID of the RBI System
record that was displayed in the datasheet area on the RBI Unit View page.
The value in the Search In list is set by default to Potential Degradation Mechanisms. You
cannot select another value.
4. If desired, add criteria to the search.
5. When you are finished adding criteria to the search, click the Find Now button.
The search results appear, displaying all Potential Degradation Mechanisms records that
meet the specified criteria and that are not already linked to the selected RBI System
record.
6. In the search results, select the rows containing the Potential Degradation
Mechanisms records that you want to link to the RBI System record, and click the
Select button.
The selected records appear in the grid in the Potential Degradation Mechanisms section.
In the following image, the new Potential Degradation Mechanism record is outlined in
red.
7. On the datasheet toolbar above the RBI System record, click the
button.
The Potential Degradation Mechanisms records are linked to the RBI System record.
The RBI Unit View page appears. The RBI Explorer pane contains a node for the RBI
System record that you selected on the RBI System List page, grouped under the node
representing the Functional Location record to which the RBI System record is linked. By
default, the top Functional Location node is selected.
2. In the RBI Explorer pane, select the node representing the RBI System record
from which you want to unlink Potential Degradation Mechanisms record.
The RBI System datasheet for the selected RBI System record appears in the datasheet
area.
3. In the Potential Degradation Mechanisms section, select the row containing the
Potential Degradation Mechanisms record that you want to unlink from the RBI
System record, and click the
button.
A message appears, asking if you are sure that you want to unlink the Potential
Degradation Mechanisms record from the RBI System record.
4. Click the Yes button.
The RBI System record is unlinked from the selected Potential Degradation Mechanisms
record.
2. In the RBI Explorer pane, select the node representing the RBI System record that
you want to unlink from a Functional Location record.
3. On the System Tasks menu, click the Unlink System from Unit link.
The RBI System record is unlinked from the Functional Location record.
2. In the RBI Explorer pane, select the node representing the RBI System record that
you want to delete.
3. On the System Tasks menu, click the Delete System link.
A confirmation message appears, asking if you are sure that you want to delete the RBI
System record.
4. Click the Yes button.
The RBI System record is deleted.
Note that if you open an RBI System record from the RBI System List page, the RBI
System record and the Criticality Calculator RBI Components records to which it is
linked will be represented in the RBI Explorer pane on the RBI Unit View page. From
this page, you can manage Criticality Calculator RBI Components records by:
On the RBI Start Page, click the Manage RBI Components by Asset link.
Component Tasks
The Component Tasks menu on the RBI Component List page contains the following
links:
Create RBI Component: Displays the Create Component window, where you can
specify the type of Criticality Calculator RBI Components record that you want to
create and the Equipment record to which it should be linked.
Open: Opens the selected Criticality Calculator RBI Components records on the
RBI Asset View - <Equipment Record ID> page, where <Equipment Record ID>
is the Record ID of the Equipment record that is linked to the first Criticality
Calculator RBI Components record that you selected on the RBI Component List
page.
Note: This link is enabled only if at least one Criticality Calculator RBI Components
record is selected in the list of query results.
Delete RBI Component: After asking for confirmation, deletes the selected
Criticality Calculator RBI Components records. Note that you can delete a
Criticality Calculator RBI Components record only if it is not linked to any
successor records (e.g., Potential Degradation Mechanisms records).
Note: This link is enabled only if at least one Criticality Calculator RBI Components
record is selected in the list of query results.
Copy Selected Component: Displays the Find Asset window, where you can select
the Equipment record to which you want to copy the selected Criticality
Calculator RBI Components record. After you select an Equipment record and
click OK, the RBI Asset View page appears, where the RBI Explorer pane
displays a node representing the selected Equipment record at the root level,
followed by the copied Criticality Calculator RBI Components record and any
other Criticality Calculator RBI Components records that are linked to it.
Common Tasks
The Common Tasks menu on the RBI Component List page contains the following links:
Print: Displays the Preview window, which shows a preview of how the list of
query results will be printed. From the Preview window, you can select print
options and print the record.
Note: This link is enabled only if at least one Criticality Calculator RBI Components
record is selected in the list of query results.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Note: This link is enabled only if at least one Criticality Calculator RBI Components
record is selected in the list of query results.
Help: Displays the context-sensitive Help topic for the RBI Component List page.
Create a Criticality
Calculator RBI
Components record from
scratch. The new record
will be linked to the
Equipment record that is
represented by the
selected node.
Create multiple
Criticality Calculator
RBI Components records
by copying ALL the
Criticality Calculator
RBI Components records
that are linked to the
Equipment record that is
represented by the
selected node.
Create a single
Criticality Calculator
RBI Components record
by copying the Criticality
Notes
You can access the RBI Asset
View page by opening a
Criticality Calculator RBI
Components record.
Calculator RBI
Components record that
is represented by the
selected node.
Create a Criticality
Calculator RBI
Components record from
scratch. The new record
will be linked to the RBI
System record that is
represented by the
selected node.
3. To open a single Criticality Calculator RBI Components record, in the grid, in the
row containing the Criticality Calculator RBI Components record that you want to
open, click the hyperlink in the Component cell.
-orTo open multiple Criticality Calculator RBI Components records, in the grid, select the
rows containing the Criticality Calculator RBI Components records that you want to
open, and click the Open link on the Component Tasks menu.
The RBI Asset View page appears. The RBI Explorer pane contains a node for each
Criticality Calculator RBI Components record that you selected on the RBI Component
List page, grouped by nodes representing the Equipment records to which the Criticality
Calculator RBI Components records are linked. By default, the top Equipment node is
selected.
4. To view one of the Criticality Calculator RBI Components records that you
selected on the RBI Component List page, in the RBI Explorer pane, select the
node representing the Criticality Calculator RBI Components record that you
want to view.
The datasheet for the selected Criticality Calculator RBI Components record appears in
the datasheet area.
2. On the Component Tasks menu, click the Create RBI Component link.
The Create Component window appears.
3. To the right of the Asset box, click the Find Now button.
The Find Asset window appears.
6. In the search results, select the row containing the Equipment record representing
the piece of equipment to which the component belongs, and click the Select
button.
The Create Component window returns to focus, and the Asset cell is populated with the
Record ID of the selected Equipment record.
7. In the Component Family list, select the family to which the new Criticality
Calculator RBI Components record should belong.
8. In the Component Type list, select the appropriate component type. The list
contains all values that exist in the CriticalityItemType field in the
EquipmentTypes records that exist in the database.
9. Click OK.
The RBI Unit View page returns to focus, and a node representing the new Criticality
Calculator RBI Components record appears in the RBI Explorer pane.
2. In the RBI Explorer pane, expand the node representing the RBI System record
that is linked to the Criticality Calculator RBI Components record that you want
to copy. In the following image, the RBI System RBISYS-837 is expanded.
3. In the RBI Explorer pane, below the RBI System node that you expanded, select
the node representing the Criticality Calculator RBI Components record that you
want to copy to create a new Criticality Calculator RBI Components record. In the
following image, the Criticality Calculator RBI Components node is selected.
4. On the Component Tasks menu, click the Copy Selected Component link.
The Find Asset window appears.
6. In the search results, select the row containing the Equipment record representing
the equipment to which the new component belongs, and click the Select button.
A new node representing the new Criticality Calculator RBI Components record appears
in the RBI Explorer pane. In the datasheet, you can see that the values from the source
Criticality Calculator RBI Components record were copied to the new record, with the
exception of the values in the following fields:
Asset Identifier
Component Description
Functional Location
In addition, the new Criticality Calculator RBI Components record is linked to:
The Equipment record that you selected on the Find Asset window.
2. In the RBI Explorer pane, select the node representing the RBI System record that
you want to link to an existing Criticality Calculator RBI Component record. In
the following image, the RBI System RBISYS-837 is selected.
3. On the Component Tasks menu, click the Link Existing RBI Component link.
The Find Existing RBI Components window appears, displaying the Select RBI
Components query.
4. In the Asset list, select the Equipment record that is linked to the Criticality
Calculator RBI Components record that you want to link to the RBI System
record. The Asset list contains all records in the Equipment family. The first
record in that list is selected by default.
5. Click the Run Query button.
The query results appear below the Asset list, displaying all active Criticality Calculator
RBI Components records that are:
o
o
- and -
6. In the grid, select the rows containing the Criticality Calculator RBI Components
records that you want to link to the RBI System record, and click the Link button.
The RBI Unit View page returns to focus, and the selected Criticality Calculator RBI
Components records are linked to the RBI System record.
To unlink a Criticality Calculator RBI Components record from an RBI System record:
1. Access the RBI Unit View page.
The RBI Unit View page appears. By default, the Functional Location node is selected in
the RBI Explorer pane.
2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record that you want to unlink from the RBI System record.
3. On the Component Tasks menu, click the Unlink RBI Component link.
The Criticality Calculator RBI Components record is unlinked from the RBI System
record.
3. In the Component Family list, select the family to which the new Criticality
Calculator RBI Components record should belong.
5. Click OK.
The RBI Asset View page returns to focus, and a node representing the new Criticality
Calculator RBI Components record appears in the RBI Explorer pane below the node
representing the Equipment record to which it is linked. In the following image, the new
Criticality Calculator RBI Component is highlighted in the RBI Explorer pane.
3. On the Component Tasks menu, click the Copy Selected Component link.
The Find Asset window appears.
5. In the search results, select the row containing the Equipment record representing
the piece of equipment to which the new component belongs, and click the Select
button.
The new Criticality Calculator RBI Components record is created. A node representing
that record and the Equipment record that is linked to it appears in the RBI Explorer
pane. In the following image, the new Criticality Calculator RBI Components node is
selected.
On the datasheet, you can see that the values from the source Criticality Calculator RBI
Components record were copied to the new record, with the exception of the values in the
following fields:
1.
o
Asset Identifier
Component Description
Functional Location
In addition, the new Criticality Calculator RBI Components record is linked to:
1.
o
The Equipment record that you selected on the Find Asset window.
3. On the Component Tasks menu, click the Copy Asset Components link.
The Find Asset window appears.
5. In the search results, select the rows containing the Equipment records
representing the equipment to which the new components belong, and click the
Select button.
The new Criticality Calculator RBI Components records are created. The RBI Explorer
pane is refreshed to contain nodes representing these new records and the Equipment
records that are linked to them.
On the datasheets, the values from the source Criticality Calculator RBI Components
records were copied to the new records, with the exception of the values in the following
fields:
Asset Identifier
Component Description
Functional Location
In addition, each new Criticality Calculator RBI Components records is linked to:
The Equipment record that you selected on the Find Asset window.
2. In the RBI Explorer pane, expand the node representing the RBI System record
that is linked to the Criticality Calculator RBI Components record to which you
want to link additional Potential Degradation Mechanisms records.
3. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record to which you want to link additional Potential
Degradation Mechanisms records.
In the following image, the node representing the Criticality Calculator RBI Components
record Cylindrical Shell ~ HXST 102 is selected in the RBI Explorer pane.
button.
Note: If an administrative user has completed the appropriate configuration steps via the
Configuration Manager application, the list of Potential Degradation Mechanisms records
will be limited to only those that apply to the selected Criticality Calculator RBI
Components record (based on the value in the Component Type field).
5.
5.
The search results appear, displaying all Potential Degradation Mechanisms records that
meet the specified criteria and that are not already linked to the selected Criticality
Calculator RBI Components record.
7. In the search results, select the rows containing the Potential Degradation
Mechanisms records that you want to link to the Criticality Calculator RBI
Components record, and click the Select button.
The RBI Unit View page returns to focus, and the selected Potential Degradation
Mechanisms records are displayed in the Potential Degradation Mechanisms section.
button.
The Criticality Calculator RBI Components record is saved, and the selected Potential
Degradation Mechanisms records are linked to it.
2. In the RBI Explorer pane, expand the node representing the RBI System record
that is linked to the Criticality Calculator RBI Components record from which
you want to unlink a Potential Degradation Mechanisms record.
3. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record from which you want to unlink a Potential Degradation
Mechanisms record.
In the following image, the node representing the Criticality Calculator RBI Components
record Cylindrical Shell ~ HXST 102 is selected in the RBI Explorer pane.
4. In the Potential Degradation Mechanisms section, select the row containing the
record that you want to unlink from the Criticality Calculator RBI Components
record, and click the
button.
A message appears, asking if you are sure that you want to unlink the Potential
Degradation Mechanisms record from the Criticality Calculator RBI Components record.
5. Click the Yes button.
The RBI Unit View page returns to focus, and the Criticality Calculator RBI Components
record is unlinked from the selected Potential Degradation Mechanisms record.
The value in the Component Status field in that Criticality Calculator RBI
Components record is set to Inactive.
The state of the RBI Criticality Analysis record that belongs to the active RBI
Analysis for that Criticality Calculator RBI Components record is set to Archived.
The RBI Explorer pane is refreshed to show the icon for the node representing
the inactive Criticality Calculator RBI Components record.
Note: If you navigate away from the RBI Asset View page and then return to it, the node
representing the inactive Criticality Calculator RBI Components record is hidden from
the RBI Explorer pane by default because the RBI Criticality Analysis record to which it
is linked is set to the Archived state, causing it to become part of an inactive RBI
Analysis. Remember that the RBI Explorer pane is configured to display only nodes
representing active RBI Analyses when you first access the page. To view nodes
representing inactive RBI Analyses and the inactive Criticality Calculator RBI
Components records to which they are linked, you can click the View All Analyses link
on the Analysis Tasks menu.
Cancelled
Implemented
Not Required
Proposed
Rejected
Pending Approval
Accepted by ASM
Note that RBI Recommendation records that are set to the Consolidated or Superseded
state will not be set to the Archived state automatically. Instead, the master
Recommendation record to which they are linked will be set to the Archived state. In
addition, the RBI Criticality Analysis record that is linked to that master
Recommendation record will be set to the Archived state.
The Risk records that were created from the associated RBI Degradation
Mechanisms records are either deleted or flagged for deletion, depending
upon the state of the Asset Strategy record. Specifically:
If the Asset Strategy record was set to the Active state when you
inactivated the Criticality Calculator RBI Components record, the
Risk records are flagged for deletion, and the Asset Strategy state
is set to Modified.
If the Asset Strategy record had never been set to the Active state
before you inactivated the Criticality Calculator RBI Components
record, the Risk records are deleted automatically, and the Asset
Strategy state is not changed.
Note: You cannot inactivate a Criticality Calculator RBI Components record whose
associated Equipment record is linked to an Asset Strategy record that is set to the
Pending Review state.
2. On the Component Tasks menu, click the Delete RBI Component link.
A message appears, asking if you are sure that you want to delete the record.
3. Click the Yes button.
The Criticality Calculator RBI Component record is deleted from the database.
Create the analysis as a copy of an existing analysis. When you create a main RBI
analysis as a copy of an existing analysis, most fields in the RBI Criticality
-or-
Analysis record are populated automatically with the corresponding values from
the source RBI Criticality Analysis record.
In most cases, you will want to copy the analysis to the Criticality Calculator RBI
Components record that is already associated with the analysis that you are copying (i.e.,
the current Criticality Calculator RBI Components record). In other words, you will want
to end up with multiple copies of a source RBI Criticality Analysis record for a single
RBI Component. This option allows you to change only certain values in each record and
then calculate the results based upon those changes.
If desired, you can copy an analysis to a different Criticality Calculator RBI Components
record. For example, if your database contains five Criticality Calculator RBI
Components records representing Shell and Tube Heat Exchangers, you might want to
create an RBI Criticality Analysis record for one of those records and then copy it to the
other four records.
2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record for which you want to create an analysis.
In the following image, the Criticality Calculator RBI Components node F0001-097-CS2 ~ F001-097-CS is selected in the RBI Explorer pane.
An RBI Criticality Analysis record is created, saved, and displayed as a node below the
Criticality Calculator RBI Components node in the RBI Explorer pane.
Note that the Analysis ID field on the Main tab of the RBI Analysis datasheet is
populated automatically. This value cannot be modified.
The following RBI Criticality Analysis fields are populated with the values in the
corresponding fields in the Criticality Calculator RBI Components record:
6.
o
Operating Pressure
Operating Temperature
Design Pressure
Design Temperature
Equipment ID
Note: The Equipment ID field in the RBI Criticality Analysis record is populated
with the value in the Equipment field in the corresponding Criticality Calculator
RBI Components record.
o
o
Material Spec
Material Grade
Joint Efficiency
Insulated
Insulation Type
The following records are linked automatically to the RBI Criticality Analysis record:
o
o
The Criticality Calculator RBI Components record to which you want to copy the
analysis (i.e., the target Criticality Calculator RBI Components record).
The RBI Degradation Mechanisms records that you want to copy to the new
analysis and whether or not their associated RBI Recommendation records should
be linked the new RBI Criticality Analysis record.
When you copy an analysis to a target Criticality Calculator RBI Components record:
A new RBI Criticality Analysis record is created and linked to the target
Criticality Calculator RBI Components record.
The RBI Degradation Mechanisms records that you selected during the copy
procedure are created and linked to the new RBI Criticality Analysis record.
If you specified that they should be copied, the RBI Recommendation records
associated with the RBI Degradation Mechanisms records that you selected
during the copy procedure are created and linked to the new RBI Criticality
Analysis record.
5. In the grid, in the rows containing the RBI Degradation Mechanisms records that
you do not want to link to the new RBI Criticality Analysis records, clear the
Selected check box.
6. If you want the RBI Recommendation records that are associated with the RBI
Degradation Mechanisms records that will be linked to the new RBI Criticality
Analysis records to also be linked to the new RBI Criticality Analysis records,
select the Copy Recommendations for Degradation Mechanisms check box. If
you do not want these RBI Recommendation records to be linked to the new RBI
Criticality Analysis records, proceed to step 7.
Note: The Copy Recommendations for Degradation Mechanisms check box is enabled
only when the Enable Recommendations to be Generated at Created State check box is
selected on the Administrative Tasks page and there is at least one RBI Recommendation
record that is associated with the selected RBI Degradation Mechanisms records that
appear in the grid on the Select Degradation Mechanisms window.
7. Click OK.
The Select Degradation Mechanisms window closes and the RBI Asset View page returns
to focus. A new node representing the new main RBI Analysis is displayed in the RBI
Explorer pane below the current RBI Criticality Calculator Components record.
The family of the Criticality Calculator RBI Components record that is linked to the
selected RBI Criticality Analysis record is selected in the Search In list. You cannot select
another value.
5. If necessary, add criteria to your search, and click the Find Now button.
The search results appear, displaying a list of all Criticality Calculator RBI Components
records that belong to the family that is selected in the Search In list.
6. In the grid, select the rows containing the Criticality Calculator RBI Components
records to which you want to link the new RBI Criticality Analysis record. One
RBI Criticality Analysis record will be created for each Criticality Calculator RBI
Components record that you select.
7. Click the Select button.
The Select Degradation Mechanisms window appears, displaying a grid that contains one
row for each RBI Degradation Mechanisms record that is linked to the source RBI
Criticality Analysis record. By default, all rows are selected.
8. In the grid, in the rows containing the RBI Degradation Mechanisms records that
you do not want to link to the new RBI Criticality Analysis records, clear the
Selected check box.
9. If you want the RBI Recommendation records that are associated with the RBI
Degradation Mechanisms records that will be linked to the new RBI Criticality
Analysis records to also be linked the new RBI Criticality Analysis records, select
the Copy Recommendations for Degradation Mechanisms check box. If you do
not want these RBI Recommendation records to be linked to the new RBI
Criticality Analysis records, proceed to step 10.
Note: The Copy Recommendations for Degradation Mechanisms check box is enabled
only when the Enable Recommendations to be Generated at Created State check box is
selected on the Administrative Tasks page and there is at least one RBI Recommendation
record that is associated with the selected RBI Degradation Mechanisms records that
appear in the grid on the Select Degradation Mechanisms window.
10. Click OK.
The Select Degradation Mechanisms window closes and the RBI Asset View page returns
to focus. A new node representing the new main RBI Analysis is shown in the RBI
Explorer pane below the RBI Criticality Calculator Components record that you selected
in the Find Components dialog box. The following image shows the new RBI Criticality
Analysis node selected in the RBI Explorer pane.
Sub ID
Equipment Driving Risk
Consequence Category-Rolled Up
Risk Category
Inspection Priority-Rolled Up
Probability of Failure-Rolled Up
The values in the following fields are not copied to the new RBI Degradation
Mechanisms records:
Probability of Failure
COF
The values in the following fields are not copied to the new Criticality Consequence
Evaluation records:
Final Phase
Leak Size
Release Duration
Deinventory Time
Probability of Ignition
Toxicity Area
Cleanup Cost
Pool Area
The values in the following fields are not copied to the new Criticality Env. Crack. Deg.
Mech. Eval. records:
Years in Service
Years Last Inspection
Updated Potential
DF
Probability Category
The values in the following fields are not copied to the new Criticality Int. Corr. Deg.
Mech. Eval. records:
Years in Service
Pressure at Minimum Thickness
Estimated
Wall Ratio
DF
Probability Category
The values in the following fields are not copied to the new Criticality Ext. Corr. Deg.
Mech. Eval. records:
Years in Service
Age
Coating Factor
Wall Ratio
DF
Probability Category
The RBI Analysis datasheet and the following tabs are displayed in the datasheet area on
the RBI Asset View page:
Consequence Evaluations
Degradation Mechanism Evaluations
Degradation Mechanism
5. In the search results, select the rows containing the Potential Degradation
Mechanisms records that you want to use to create a new RBI Degradation
Mechanisms record.
6. Click the Select button.
The Degradation Mechanism tab returns to focus, and the new RBI Degradation
Mechanisms record appears in the grid. In addition, a corresponding Criticality
Degradation Mech Evaluation record is also created and linked to the RBI Criticality
Analysis record. You can view this record on the Degradation Mechanism Evaluations
tab. In the following image, the Potential Degradation Mechanisms tab is outlined in red.
If desired, you can delete an RBI Degradation Mechanisms record while viewing an RBI
Analysis. Doing so will cause Meridium APM to delete the associated Criticality
Degradation Mech Evaluation record.
To delete an RBI Degradation Mechanisms record while viewing an RBI Analysis:
1. Open the RBI Analysis that contains the RBI Degradation Mechanisms record
that you want to delete.
2. On the Degradation Mechanism tab, select the row that contains the RBI
Degradation Mechanisms record that you want to delete.
3. Click the
button.
A message appears, asking if you are sure that you want to delete the record.
4. Click the Yes button.
The RBI Degradation Mechanisms record is deleted. In addition, the associated
Criticality Degradation Mech Evaluation record is deleted.
Risk Matrix, which can be accessed from the RBI Asset View page.
Degradation Mechanism with Risk Mitigation datasheet.
For each RBI Degradation Mechanisms record, after the unmitigated risk and unmitigated
financial risk is calculated, depending upon how the administrative settings are
configured, you have two options:
Note: You are required to accept the calculated unmitigated values if the Risk Assessment
Enabled check box is cleared on the Administrative Tasks page. When this check box is
cleared, you can view the unmitigated risk values only on the Degradation Mechanism
datasheet. Because the fields that store the unmitigated risk values are disabled, you will
not be able to change the values.
Note: You can override the calculated unmitigated risk only if the Allow Override of
Calculated Unmitigated Risk Values check box is selected on the Administrative Tasks
page. While you can view the values on the Degradation Mechanism with Risk
Mitigation and Degradation Mechanism without Risk Mitigation datasheets, the fields are
disabled. Therefore, you will need to override the calculated values using the Risk
Matrix.
Risk Matrix, which can be accessed from the RBI Asset View page.
Degradation Mechanism with Risk Mitigation datasheet.
Note that if a piece of equipment is associated with a site that is also associated with a
Risk Matrix, when you override the unmitigated risk of an RBI Degradation Mechanisms
record that is associated with that equipment, rather than seeing the default Risk Matrix,
you will see the Risk Matrix that is associated with that site.
If desired, you can use these instructions to override the calculated unmitigated risk.
Note: You can override the calculated unmitigated risk only if the Allow Override of
Calculated Unmitigated Risk Values check box is selected on the Administrative Tasks
page.
To override the calculated unmitigated risk of an RBI Degradation Mechanisms record:
1. On the RBI Asset View page, on the Degradation Mechanisms tab, select the row
containing the RBI Degradation Mechanisms record whose unmitigated risk value
you want to override. In the following image, the selected row is outlined in red.
button.
The Unmitigated Risk Assessment window appears, displaying the default Risk Matrix.
Note that the Risk Of text box contains the value in the Degradation Mechanism field in
the RBI Degradation Mechanisms record.
3. Using the Risk Matrix provided, change the unmitigated risk associated with the
degradation mechanism, and click the Save button.
The unmitigated risk values are saved.
Note: You will need to use this approach if the Risk Assessment Enabled check box is
cleared on the Administrative Tasks page.
-or
Note: You will need to use this approach if the Risk Assessment Enabled check box is
selected on the Administrative Tasks page.
you want to enter. In the following image, the RBI Degradations record is
outlined in red.
2. In the selected row, click the hyperlink in the Degradation Mechanism column.
The <Degradation Mechanism> (RBI Degradation Mechanisms) window appears, where
<Degradation Mechanism> is the value in the Degradation Mechanism field in the
selected record.
4. In the RBI Risk column, in the Mitigated Risk cell, click the
button, and
select the desired mitigated risk value. By default, the value is set to the value in
the Unmitigated Risk cell in the same column. While the list contains values that
are higher and lower than the unmitigated risk value, you should select a value
that is higher than the unmitigated risk. Otherwise, an error will appear when you
navigate away from the cell.
Note: The Mitigated Risk cell is populated with the value stored in the Mitigated Risk
SHE field.
5. In the RBI Risk column, in the Mitigated Financial Risk cell, click the
button, and select the desired mitigated financial risk value. By default, the value
is set to the value in the Unmitigated Financial Risk cell in the same column.
While the list contains values that are higher and lower than the unmitigated
financial risk value, you should select a value that is higher than the unmitigated
financial risk. Otherwise, an error will appear when you navigate away from the
cell.
Note that if equipment is associated with a site that is also associated with a Risk
Matrix, when you enter the mitigated risk for an RBI Degradation Mechanisms record
that is associated with that equipment, rather than seeing the default Risk Matrix, you will
see the Risk Matrix that is associated with that site.
To enter mitigated risk values using the Risk Matrix:
1. On the RBI Asset View page, on the Degradation Mechanisms tab, select the row
containing the RBI Degradation Mechanisms record whose mitigated risk values
you want to enter. In the following image, the RBI Degradation Mechanisms
record is outlined in red.
button.
The Risk Mitigation Assessment window appears, displaying the default Risk Matrix.
Note that the Risk Of and Mitigated By text boxes contains the value in the Degradation
Mechanism field in the RBI Degradation Mechanisms record. The Unmitigated Risk
Rank text box displays the current unmitigated risk for the RBI Degradation Mechanisms
record.
3. Using the Risk Matrix provided, define the mitigated risk associated with the
degradation mechanism, and click the Save button.
The mitigated risk values are saved.
You can also assign inspections that are associated with pressure relief devices (PRDs)
when you are working with an RBI PRD Analysis (i.e., the Criticality Degradation Mech
Evaluation record is associated with an RBI PRD Criticality Analysis record). When you
do so, the Inspection records that you select will belong to the PRD Pop Test Checklist
family (i.e., a subfamily of the Inspection family), and values that are stored in the PRD
Pop Test Checklist records that you select will be used as inputs to RBI PRD Analysis
calculations. Specifically, values in the following fields in the PRD Pop Test Checklist
records are used in RBI PRD Analysis calculations:
Completion Date
Inspection Confidence
The Completion Date and Inspection Confidence fields in the PRD Pop Test Checklist
record must contain values in order to assign a PRD Pop Test Checklist record to a
degradation mechanism that is associated with an RBI PRD Analysis. The Leak Test
Results and Over Pressure Test Results fields, however, do not have to contain values in
order to assign an Inspection record of this type to a degradation mechanism. Instead, the
following default values will be used in the RBI PRD Analysis calculations in this case:
Leak: This value is used as an input by default when the Leak Test Results field
does not contain a value in the PRD Pop Test Checklist record that you assign to a
degradation mechanism.
Fail: This value is used as an input by default when the Over Pressure Test Results
field does not a value in the PRD Pop Test Checklist record that you assign to a
degradation mechanism.
When you are working with an RBI Analysis (i.e., not an RBI PRD Analysis), you can
choose to override the automatic Inspection Confidence and Equivalent Number of
Inspections if you want to specify manual values instead. In most cases, however, you
will want the Meridium APM system to populate the fields automatically to avoid
subjective interpretations of the values. For example, one inspector might feel that the
confidence is high, and another inspector performing the same inspection might feel that
the confidence is medium. If you allow the Meridium APM system to calculate the
confidence for you, it eliminates any differences of opinion.
If you want to specify the inspection confidence and number of inspections manually, on
the Criticality Degradation Mech Evaluation datasheet, you will need to:
1. Clear the Use Combined Confidence check box.
2. Select the appropriate confidence in the Inspection Confidence list.
3. Type the appropriate value in the Number of Inspections text box.
The remaining RBI documentation, however, assumes that you want the Meridium APM
system to populate the Inspection Confidence and Equivalent Number of Inspections
fields automatically. No further instructions are provided for populating them manually.
Unless otherwise noted, the information in this section of the documentation applies to
both RBI Analyses and RBI PRD Analyses. You can use the instructions to assign
inspections to degradation mechanisms regardless of the type of analysis with which you
are working.
You can assign inspections to a degradation mechanism using the Define Inspections for
<Degradation Mechanism> window.
3. On the Degradation Mechanism Evaluations tab, select the row representing the
degradation mechanism to which you want to assign an inspection. In the
following image, the row representing the Amine Cracking (ASCC) degradation
mechanism is selected.
button.
Note: When you access this window for a Criticality Leak Deg. Mech. Eval. or Criticality
Over Pressure Deg. Mech. Eval. record to assign an inspection belonging to the PRD Pop
Test Checklist family, the columns that appear in the grid will vary from those displayed
in the preceding image.
You can use this window to assign inspections to the degradation mechanism.
button on the Degradation Mechanism Evaluations tab on the RBI Asset View
The window contains a grid, where each row represents an Inspection record that meets
the following criteria:
It contains a date in the Completion Date field, where that date meets either of the
following conditions if the Inspection Family column does not display the value
PRD Pop Test Checklist:
o
-or-
If the Inspection Family column does display the value PRD Pop Test Checklist, the 20
most recent inspections (based on the date that is stored in the Completion Date field in
the associated Inspection record) that have been executed since the date in the Date In
Service field will appear in the grid.
Note: Only PRD Pop Test Checklist records that contain a value in the Inspection
Confidence field will appear in the results grid on the Define Inspections window.
-and
In each row, the first column contains a check box, which you can select to indicate that
you want to assign that inspection to the degradation mechanism represented by the
Criticality Degradation Mech Evaluation record. When you assign an inspection that does
not belong to the family PRD Pop Test Checklist to a degradation mechanism, in the
Criticality Degradation Mech Evaluation record, the Meridium APM system populates
several fields automatically, as described below.
Field
Use Combined
True (i.e., on the datasheet, the check box is selected)
Confidence
Equivalent
Number of
Inspections
Inspection
Confidence
Note: When you assign an inspection that does belong to the PRD Pop Test Checklist
family to a degradation mechanism, the values in the Inspection record are used as direct
inputs to the RBI PRD Analysis calculations. These values are not used to populate
values in the Criticality Degradation Mech Evaluation record to which you assigned the
Inspection records.
3. In the grid, in the rows containing the Inspection records representing the
inspections that you want to assign to the degradation mechanism, select the
check box.
Note: If you are working with an RBI Analysis (i.e., not an RBI PRD Analysis), you can
select the check box in a maximum of six rows.
4. Click OK.
The inspections are assigned to the degradation mechanism. Specifically, the Inspection
records are linked to the Criticality Degradation Mech Evaluation record. Additionally,
for degradation mechanisms that are assigned inspections that are not in the PRD Pop
Test Checklist family:
o
2. Confirm that the RBI Analysis contains values in the fields in RBI families that
are required to calculate an RBI Analysis.
3. On the Analysis Tasks menu, click the Calculate Analysis link.
The RBI Analysis is calculated, and the Calculate Analyses window appears, displaying
the analysis that you calculated and the results of the calculation.
4. If you want to save the results of the calculation to an external Text file, click the
Save Results button.
-orTo close the Calculate Analyses window, click the Close button.
The Calculate Analyses window closes. You can use the Analysis Results tab of the RBI
Analysis datasheet to view the following information:
Risk Category
2. Confirm that the RBI Analyses contains values in the fields in RBI families that
are required to calculate an RBI Analysis.
3. On the Analysis Tasks menu, click the Calculate All Analysis link.
All RBI Analyses that are linked to the Equipment or Functional Location record that can
be calculated (according to their states) are calculated, and the Calculate Analyses
window appears, displaying the results of the calculations.
4. If you want to save the results of the calculations to an external Text file, click the
Save Results button.
-orTo close the Calculate Analyses window, click the Close button.
The Calculate Analyses window closes. For each RBI Analysis that was calculated, you
can use the Analysis Results tab of the RBI Analysis datasheet to view the following
information:
Risk Category
2. On the Calculation Status dialog box, click the Save Log button.
The Save As dialog box appears.
Family
Field
Notes
Criticality
Consequence
Evaluation
Consequence
Detection Time
Criticality
Consequence
Evaluation
Consequence
Isolation Time
Criticality
Consequence
Evaluation
Corrosion Rate
Criticality
Consequence
Evaluation
Corrosion Rate
Shell Side
Criticality
Consequence
Evaluation
Fill Height
Criticality
Consequence
Evaluation
Foundation Type
Criticality
Consequence
Evaluation
Criticality
Consequence
Evaluation
Criticality
Consequence
Evaluation
Criticality
Consequence
Evaluation
Inventory
N/A
Criticality
Consequence
Evaluation
Leak Effect
Criticality
Consequence
Evaluation
Criticality
Consequence
Percent Toxic
Evaluation
Criticality
Consequence
Evaluation
Criticality Env.
Crack. Deg. Mech. Date in Service
Eval.
Criticality Env.
Crack. Deg. Mech. Initial Potential
Eval.
Criticality Env.
Inspection
Crack. Deg. Mech.
Confidence
Eval.
Number Of
Inspections
-ORCriticality Env.
Equivalent
Crack. Deg. Mech.
Number of
Eval.
Inspections
(whichever is
populated)
Criticality Ext.
Corr. Deg. Mech. Date In Service
Eval.
Criticality Ext.
Expected
Corr. Deg. Mech.
Corrosion Rate
Eval.
Criticality Ext.
Inspection
Corr. Deg. Mech.
Confidence
Eval.
Criticality Ext.
Measured
Corr. Deg. Mech.
Corrosion Rate
Eval.
Number Of
Inspections
-orCriticality Ext.
Equivalent
Corr. Deg. Mech.
Number of
Eval.
Inspections
(whichever is
populated)
Criticality Ext.
Required only for RBI Criticality Analysis records
Selected Corrosion
Corr. Deg. Mech.
that are linked to Criticality Ext. Corr. Deg. Mech.
Rate
Eval.
Eval. records.
Criticality Int.
Corr. Deg. Mech. Date In Service
Eval.
Criticality Int.
Inspection
Corr. Deg. Mech.
Confidence
Eval.
Criticality Int.
Long Term Avg.
Corr. Deg. Mech.
Corr. Rate
Eval.
Criticality Int.
Measured
Corr. Deg. Mech.
Corrosion Rate
Eval.
Number Of
Inspections
Criticality Int.
Corr. Deg. Mech.
Eval.
-OREquivalent
Number of
Inspections
(whichever is
populated)
Criticality Int.
Required only for RBI Criticality Analysis records
Selected Corrosion
Corr. Deg. Mech.
that are linked to Criticality Int. Corr. Deg. Mech.
Rate
Eval.
Eval. records.
Criticality Int.
Short Term Avg.
Corr. Deg. Mech.
Corr. Rate
Eval.
RBI Criticality
Analysis
Allowable Stress
-and
Area Humidity
RBI Criticality
Analysis
Code Year
RBI Criticality
Analysis
Criticality Item
Type
N/A
RBI Criticality
Analysis
Diameter
RBI Criticality
Analysis
-and
RBI Criticality
Analysis
RBI Criticality
Analysis
Design Pressure
RBI Criticality
Analysis
Design
Temperature
RBI Criticality
Analysis
N/A
RBI Criticality
Analysis
Insulated
RBI Criticality
Analysis
Joint Efficiency
N/A
RBI Criticality
Analysis
Material Grade
RBI Criticality
Analysis
Material Spec
RBI Criticality
Analysis
RBI Criticality
Analysis
Operating
Temperature
N/A
RBI Criticality
Analysis
Representative
Fluid
N/A
RBI Criticality
Analysis
Stress Lookup
Table
RBI Criticality
Analysis
Susceptible to CUI
RBI Criticality
Analysis
RBI Criticality
Analysis
Tube Operating
Press Channel
Calculation status bar: Indicates the status of the calculations. When the
calculations are complete, the text Calculation Completed is displayed above the
Calculation status bar.
Analyses section: Contains a gird that displays information about the RBI
Criticality Analysis records that you calculated. One row is displayed for each
RBI Criticality Analysis record. The gird contains the following columns of
information:
Asset: Displays the Record of the ID of the Equipment record to which the
RBI Criticality Analysis record is linked.
o
o
Calculation Results section: Contains a text box that displays details related to the
calculation of the RBI Criticality Analysis record that is selected in the grid in the
Analyses section.
Future Risk Analysis: An RBI Analysis that allows you to analyze hypothetical
situations to determine the future risk associated with an RBI Component's
failure, where the future risk is determined based on a specified date in the future.
What If Analysis: An RBI Analysis that allows you to analyze hypothetical
situations to determine how operational and process changes that you could make
today would impact the risk associated with a subcomponent's failure. If desired,
after you create and calculate a What If Analysis, you can transfer the values in
the What If Analysis to the main RBI Analysis.
You can create a child RBI Analysis for one main RBI Analysis at a time, or you can
create child RBI Analyses for each main RBI Analysis that is linked to a given
Equipment record all at once.
You can create child RBI Analyses only for a main RBI Analysis that is in the Created
state.
Note: You cannot create child RBI Analyses from RBI PRD Analyses.
3. On the Analysis Tasks menu, click the Create Future Risk Analysis link.
4. In the Scenario ID text box, type the desired value, and then click OK.
5. In the Scenario Reference Date box, type or select the date on which to base the
analysis.
6. Click OK.
A Future Risk Analysis is created. To see the new analysis, in the RBI Explorer pane,
expand the RBI Criticality Analysis family node.
The ID of the Future Risk Analysis contains an F, followed by the analysis ID of the
main RBI Analysis, followed by a series of numbers that represents the order in which the
child analysis was created relative to other child analyses of the same main RBI Analysis.
For example, the number will end with 001 if it is the first child analysis created for the
main RBI Analysis, 002 if it is the second child analysis created for the main RBI
Analysis, and so on. In the following example, you can see that two What If Analyses and
one Future Risk Analysis are associated with the same main RBI Analysis.
3. On the Analysis Tasks menu, click the Create What If Analysis link.
The Create What If Analysis dialog box appears.
4. In the Scenario ID cell, type the desired value, and click OK.
A new What If Analysis is created. To see the new What If Analysis, in the RBI Explorer,
expand the predecessor RBI Criticality Analysis node.
The ID of the What If Analysis contains a W, followed by the analysis ID of the main
RBI Analysis, followed by a series of numbers that represents the order in which the
What If Analysis was created relative to other child analyses of the same main RBI
Analysis.
For example, the number will end with 001 if it is the first child analysis created for the
main RBI Analysis, 002 if it is the second child analysis created for the main RBI
Analysis, and so on. In the following example, you can see that two What If Analyses are
associated with the same main RBI Analysis.
In this case, instead of creating eight child RBI Analyses, one at a time, you would want
to use the Mass Risk Analyses window to create the eight child RBI Analyses at one time.
The following instructions assume that you are viewing the RBI Asset View page for the
Equipment record that is linked to main RBI Analyses for which you want to create child
RBI Analyses.
To create multiple child RBI Analyses:
1. On the Asset Tasks menu, click the Mass Risk Analyses link.
The Mass Risk Analyses window appears.
2. In the Risk Analysis Type section, select the desired child RBI Analysis type.
3. If you selected the Future Risk Analyses option, select a value in the Effective
Date for Risk Analysis list.
4. In the Analysis Input Fields section, select the desired inputs.
5. In the Degradation Mechanism Evaluation Input Fields section, select the desired
inputs.
6. In the Consequence Evaluation Input Fields section, select the desired inputs.
7. Click the Generate Risk Analyses button.
The Analyses tab on the Mass Risk Analyses window appears, and the Calculate
Analyses window appears in front of the Mass Risk Analyses window, displaying the
calculation results of the child RBI Analyses.
12. On the Finalizing Risks dialog box, click the Close button.
Hint: If desired, you can click the Save Log button to save a log of the child RBI
Analyses being promoted to the Risk Complete state.
13. On the Mass Risk Analyses window, click the Close button.
The Mass Risk Analyses window closes and the RBI Asset View page returns to focus.
Options
Analyses
Note: The Analyses tab is not displayed until after you generate child RBI Analyses for
the main RBI Analyses that are linked to the Equipment record for which you accessed
the Mass Risk Analyses window.
The following buttons are displayed at the bottom of Mass Risk Analyses window:
Generate Risk Analyses: Displays the Analyses tab of the Mass Risk Analyses
window and the Calculation Status dialog box. When you click this button, child
RBI Analyses are created for all the main RBI Analysis that are linked to the
Equipment record for which you accessed the Mass Risk Analyses window,
according to your selections on the Options tab.
Note: After you generate child RBI Analyses, if you navigate back to the Options tab, the
Generate Risk Analyses button will be disabled, and it will remain disabled until you
modify at least one of the inputs on the Options tab.
What-If Analyses
Future Risk Analyses
The Future Risk Analyses option is selected by default. When the Future Risk Analyses
option is selected, the Effective Date for Risk Analysis box is displayed. You can type or
select a date in the Effective Date for Risk Analysis. The value that you specify in the
Effective Date for Risk Analysis box should be the date that you want to be used to
calculate the Future Risk Analyses.
For example, if you are creating What If Analyses to determine the impact of not
conducting any additional inspections until the year 2020, you might type What If No
Inspections Until 2020 in the Scenario ID text box.
Note: After you generate child RBI Analyses, if you navigate back to the Options tab and
modify any of the inputs, you will be prompted to type a new Scenario ID that will
represent the child RBI Analyses that will created using the modified inputs.
The Degradation Mechanism Evaluations list displays a list of the types of Criticality
Degradation Mech Evaluation records that are linked to the main RBI Analyses
associated with the given Equipment record.
The Inputs for <Degradation Mechanism Evaluations> subsection, where <Degradation
Mechanism Evaluations> is the type of Criticality Degradation Mech Evaluation record
that is selected in the Degradation Mechanism Evaluations list, displays the following
fields, depending upon your selection in the Degradation Mechanism Evaluations list:
Increase Inspections By: Displays a list of the numeric values 1-20 and the value
<Use Parent Data>. The selection in this list represents the number by which the
current inspections for the main RBI Analysis associated with the selected
Degradation Mechanism should be increased for the purposes of calculating the
child RBI Analyses. The value <Use Parent Data> is selected by default. If you do
not change this selection, the number of inspections that is used for the main RBI
Analysis associated with the selected Degradation Mechanism will be applied to
the corresponding child RBI Analysis. This list is displayed when ANY value is
selected in the Degradation Mechanism Evaluations list.
Inspection Confidence: Displays a list of the System Codes that are stored in the
Inspection Confidence System Code Table and the value <Use Parent Data>. The
value <Use Parent Data> is selected by default. If you do not change this
selection, the Inspection Confidence of the main RBI Analysis associated with the
selected Degradation Mechanism will be applied to the corresponding child RBI
Analysis. This list is displayed when ANY value is selected in the Degradation
Mechanism Evaluations list.
Use Parent Inspection Date: A check box that indicates whether or not the
Inspection Date of the main RBI Analysis associated with the selected
Degradation Mechanism will be applied to the corresponding child RBI Analysis.
This check box is displayed only when the following values are selected in the
Degradation Mechanism Evaluations list:
This check box is selected by default. When this check box is selected, the Inspection
Date list is disabled.
Inspection Date: Allows you to type or select a date. The value that you specify in
this box should be the date of the last inspection for the main RBI Analysis
associated with the selected Degradation Mechanism. This box is displayed only
when the following values are selected in the Degradation Mechanism
Evaluations list:
This box is disabled when the Use Parent Inspection Date check box is selected.
Damaged At Last Inspection: Displays the following values: <Use Parent Data>,
Yes, and No. The value <Use Parent Data> is selected by default. The selection in
this list should reflect whether or not there was damage at the last inspection for
the main RBI Analysis associated with the selected Degradation Mechanism. This
list is displayed only when Criticality Env. Crack. Deg. Mech. Eval. is selected in
the Degradation Mechanism Evaluations list.
The Consequence Evaluations list displays a list of the types of RBI Consequence
Evaluation records that are linked to the main RBI Analyses for the given Equipment
record.
The Inputs for Criticality Consequence Evaluation subsection contains the following
fields:
Lost Production Category: Displays a hard-coded list of the letters A-E and the
value <Use Parent Data>. The letters represent the five levels of consequence
category ratings that are used by the baseline Criticality Calculator. The value
<Use Parent Data> is selected by default. If you do not modify this selection, the
Lost Production Category value for the main RBI Analysis associated with the
selected Consequence Evaluation will be applied to the corresponding child RBI
Analysis.
Toxic Fluid: Displays the list of fluids in the RepresentativeFluids reference table
and the value <Use Parent Data>. The value <Use Parent Data> is selected by
default. If you do not modify this selection, the Toxic Fluid value for the main
RBI Analysis associated with the selected Consequence Evaluation will be
applied to the corresponding child RBI Analysis.
Percent Toxic (Weight Percent): A text box where you should type the percentage,
by molecular weight, of the toxic fluid that you specified in the Toxic Fluid list
that is present in the process stream. This field is displayed only when a value
other than <Use Parent Data> is selected in the Toxic Fluid list. In the following
image, the Percent Toxic (Weight Percent) check box is displayed when a value
other than <Use Parent Data> is selected in the Toxic Fluid list.
When you create child RBI Analyses, one RBI Criticality Analysis record is created for
each child RBI Analysis. Each row in the Analyses grid represents one RBI Criticality
Analysis record, and the records are grouped according to the Scenario ID that you
defined in the Analysis Input Fields section on the Options tab. The following table lists
the columns that are displayed in the Analyses grid and their corresponding field in the
RBI Criticality Analysis record.
Child Analysis
ENTY_ID
Component
Component
Criticality Rating
Criticality Rating
Equipment Description
Equipment Description
Event Type
Event Type
Operating Pressure
Operating Pressure
Operating Temperature
Operating Temperature
Other Dmg Mechanism Insp Priority Other Dmg Mechanism Insp Priority
Unit
Unit
Finalize Selected: Displays the Finalizing Risks window and sets the selected
child RBI Analyses to the Risk Completed state.
Note: If you are a member of the MI RBI Analyst Security Group and the MI RBI
Analyst role is assigned to the Risk Completed state, the State Assignee dialog box will
appear when you click the Finalize Risk button. You can use this dialog box to select the
Security User to assign to the successor state (i.e., Risk Completed). After you do this, the
selected child RBI Analyses will be set to the Risk Completed state.
Note: Child RBI Analyses that have been set to the Risk Complete state cannot be
deleted.
If desired, you can update a main RBI Analysis with values in a What If Analysis if you
feel that the data in the What If Analysis is more realistic than the data in its main RBI
Analysis. When you do so, the main RBI Analysis is recalculated using the values in the
What If Analysis.
Note: You can update a main RBI Analysis with values in a What If Analysis only if the
RBI Criticality Analysis record in the main RBI Analysis is set to Created.
To update a main RBI Analysis with values from a What If Analysis:
1. Open the RBI Asset View page for the main RBI Analysis whose values you
want to update.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.
When you update a main RBI Analysis with values from a What If Analysis, the
following field values are not transferred to the main RBI Analysis:
The values in the following fields in the RBI Criticality Analysis record:
Leak Size
Pool Size
Probability of Ignition
Release Duration
Toxic Mix Release Rate
Toxicity Area
The values in the following fields in the RBI Degradation Mechanisms records:
The values in the following fields in the Criticality Degradation Mech Evaluation
records:
3. On the datasheet toolbar, click the Operations link, and then click Finalize Risk.
The state is changed to Risk Completed. A red outline has been added to the following
image to highlight the state.
The RBI Criticality Analysis record is saved. You can now submit the analysis for
approval.
3. On the datasheet toolbar, click the Operations link, and then click Submit for
Approval.
The state is changed to Pending Approval. A red outline has been added to the following
image to highlight the state.
The RBI Criticality Analysis record is saved. You can now approve the analysis.
Approving an Analysis
If ASM integration is disabled, you can approve an RBI Analysis if the RBI Criticality
Analysis record is currently in the Pending Approval state.
To approve an RBI Analysis:
1. Open the RBI Asset View page for the main RBI Analysis that you want to
approve.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.
3. On the datasheet toolbar, click the Operations link, and then click Approve.
The state is changed to Approved. A red outline has been added to the following image to
highlight the state.
The RBI Criticality Analysis record is saved. You can now implement the analysis.
Implementing an Analysis
If ASM integration is disabled, you can implement an RBI Analysis if the RBI Criticality
Analysis record is currently in the Approved state.
To implement an RBI Analysis:
1. Open the RBI Asset View page for the main RBI Analysis that you want to
implement.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.
3. On the datasheet toolbar, click the Operations link, and then click Implement.
The state is changed to Implemented. A red outline has been added to the following image
to highlight the state.
The RBI Criticality Analysis record is saved. If needed, you can re-evaluate the analysis.
Re-evaluating an Analysis
If ASM integration is disabled, you can re-evaluate an RBI Analysis if the RBI Criticality
Analysis record is currently in the Implemented state.
To reevaluate an RBI Analysis:
1. Open the RBI Asset View page for the main RBI Analysis that you want to reevaluate.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.
3. On the datasheet toolbar, click the Operations link, and then click Re-evaluate.
The state is changed to Re-Evaluating. A red outline has been added to the following
image to highlight the state.
The RBI Criticality Analysis record is saved. You can now re-implement the analysis.
Re-implementing an Analysis
If ASM integration is disabled, you can re-implement an RBI Analysis if the RBI
Criticality Analysis record is currently in the Re-Evaluating state.
To re-implement an RBI Analysis:
1. Open the RBI Asset View page for the analysis that you want to re-implement.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.
3. On the datasheet toolbar, click the Operations link, and then click Re-implement.
The state is changed to Implemented. A red outline has been added to the following image
to highlight the state.
2. On the Analysis Tasks menu, click the link that corresponds with the state to
which you want to set the RBI Analysis.
The state of the RBI Criticality Analysis is changed depending upon the Analysis Tasks
menu link that you clicked, and the icon and caption that are displayed in the Current
State cell for the selected row are updated to reflect your change. For example, suppose
that the row containing RBI Criticality Analysis record RBI-0003222350 was selected in
the grid, and you clicked the Approve link on the Analysis Tasks menu. The RBI
Criticality Analysis record would be set to the Approved state, and the icon and caption in
the Current State cell would be updated to reflect this change, as seen in the following
image.
3. Repeat steps 1 and 2 for all the RBI Criticality Analysis records the grid in the
RBI - Review Analyses section whose states you want to change.
On the RBI Asset View page, on the Analysis Tasks menu, click the View All
Analyses link.
The RBI Explorer pane is refreshed to display nodes representing all RBI Analyses that
are associated with the subcomponents that appear in the tree.
When you choose to view only nodes representing active analyses in the RBI Explorer
pane, only RBI Analyses that contain RBI Criticality Analysis records that are set to the
following states will be displayed:
Risk Completed
Pending Approval
Approved
Implemented
Re-Evaluating
To view only nodes representing active analyses in the RBI Explorer pane:
On the RBI Asset View page, on the Analysis Tasks menu, click the View Active
Analyses link.
The RBI Explorer pane is refreshed to show only nodes representing active RBI
Analyses.
Refreshing an Analysis
If you calculate multiple RBI Analyses, to see the updated results on the current RBI
Analysis, you will need to refresh the analysis using the following instructions.
Note: Refreshing an analysis will cause you to lose any unsaved changes.
To refresh an analysis:
In the RBI Explorer pane, right-click the RBI Analysis node, and then click
Refresh.
If the Equipment record is already linked to an Asset Strategy record, the ASM - Asset
Strategy Risks - <Strategy ID> page appears, where <Strategy ID> is the ID of the Asset
Strategy. In this case, the promotion process is complete.
-orIf the Equipment record is not yet linked to an Asset Strategy record, a message appears,
indicating that the Equipment record will be linked to a new Asset Strategy record. In this
case, proceed to step 3 of these instructions to complete the promotion process.
If you click No, Meridium APM will stop linking the selected Equipment record to an
Asset Strategy record.
3. Click the Yes button.
The ASM - Asset Strategy Risks - <Strategy ID> page appears, where <Strategy ID> is
the ID of the Asset Strategy.
Note: In the Risks section, the Source column contains the hyperlinked text RBI Analysis
for any Risk record that was created from RBI. You can click any hyperlink to open the
RBI Asset View page, where the RBI Explorer pane will display a node representing the
Equipment record that was promoted to ASM to create that Asset Strategy.
Asset Name
RBI
Criticality
Analysis
Component
Asset
Source RBI
Record
Risk ID
RBI Criticality
Analysis
Component
None
Risk Rank
Financial Risk
Name
-and-
RBI Criticality
Analysis
RBI Degradation
Mechanisms
Degradation Mechanism
Description
-and-
-and-
RBI Criticality
Analysis
Failure Mode
RBI Degradation
Degradation Mechanism
Mechanisms
Failure Cause
RBI Degradation
Degradation Mechanism
Mechanisms
Note the following details about the information provided in this table:
The Name and Description field in each Risk record is populated with a
concatenated value that is constructed using the following syntax: <Criticality
Item Description> - <Degradation Mechanism>, where <Criticality Item
Description> is the value in the Criticality Item Description field in the source
RBI Criticality Analysis record and <Degradation Mechanism> is the value in the
Degradation Mechanism field in the source RBI Degradation Mechanisms record.
Risk Rank
RBI Degradation
Mechanisms
Financial Risk
Risk
RBI
Degradation
Mechanisms
None
The source values that are mapped to the Production Loss
field in Risk Rank records come from the values that
appear on the Risk Matrix that is accessible from the RBI
Degradation Mechanisms record.
Production
Loss
RBI
Degradation
Mechanisms
Maintenance
Cost
RBI
Degradation
Mechanisms
Action ID
RBI Criticality
Analysis
Component
Action Type
Cost
Cost Basis
Description
-ANDRecommendation
-ANDRecommendation Basis
Interval
Name
Nonrecurring
Shutdown Required
Shutdown Required
Shutdown Required
Note that the value in the Action ID field is set to <Component> - A00n, where
<Component> is the value in the Component field in the source RBI Criticality Analysis
record, and n is a three-digit numeric value indicating the number of Action records that
are linked to the Asset Strategy record. If you are creating Action record 1 through 9, the
three-digit number begins with 00. For example, the first Action record's Action ID would
be <Component>-A001. If you are creating Action record 10 through 99, the three-digit
number begins with 0. For example, the 15th Action record's Action ID would be
<Component>-A015. Note that if you have promoted an Equipment to ASM multiple
times, causing an Action record to be updated, n will be incremented according to the
number of updates that have occurred.
Hard-Coded Values
When you promote an Equipment record to ASM, some values in the ASM records are
hard-coded to be populated with a default value that is different from the standard default
value for these values. The fields and their default values are listed in the following table.
ASM Record
Datasheet Caption
Default Value
Description
Active Strategy
Description
Proposed Strategy
Description
Risk
Risk Basis
Risk Based
Inspection
Risk
Source
RBI Analysis
Recommendation
Interval Units
Months
Recommendation
Action Basis
RBI Recommendation
Asset Strategy
Strategy Mitigated Risk Rank in ASM will be set to the value in the Unmitigated Risk
Rank field in the Risk record.
Always Allowed
The following actions are always allowed for Asset Strategies that were created from
RBI:
In the Risk Analysis, clearing the Selected Actions check box for any Action that
did not originate in RBI.
Assigning existing Actions that did not originate in RBI to any Risk that did
originate in RBI.
Assigning existing Risks that did not originate in RBI to any Action that did
originate in RBI.
Always Restricted
The following actions are always restricted for Asset Strategies that were created from
RBI:
Risk Records
For any Risk that was created from RBI, modifying values in the following fields
on the Risk datasheet (listed in the order in which they appear on the datasheet,
from top to bottom):
Name
Description
Risk Basis
Failure Mode
Maintainable Item
Failure Cause
Modifying the unmitigated risk rank or unmitigated financial risk rank for any
Risk that was created from RBI.
Action Records
For any Action that was created from RBI, modifying values in the following
fields on the Action datasheet (listed in the order in which they appear on the
datasheet, from top to bottom):
o
Action Basis
Name
Action Type
Interval
Interval Units
Nonrecurring
Cost
Shutdown Required
Cost Basis
Modifying the mitigated risk rank for any Action that was created from RBI.
In the Risk Analysis, clearing the Selected Actions check box for an Action that
was created from RBI.
General
Action
2. In RBI, create one or more Criticality Calculator RBI Components records for the
Equipment record.
For example, the Criticality Calculator RBI Components records D0003-097-CS-2
D0003-097 ~ 000000000001056788 ~ VESSEL - MAIN COLUMN TOWER ~
Miscellaneous Vessel ~ FIX VES MIS and D0003-097-CS-1 D0003-097 ~
000000000001056788 ~ VESSEL - MAIN COLUMN TOWER ~ Miscellaneous Vessel ~
FIX VES MIS have been created for the Equipment record. The following image shows
the RBI Explorer pane that is displayed in the RBI module for this Equipment record.
3. In RBI, link a Potential Degradation Mechanism record that contains the value
Criticality Calculator Internal Corrosion in the Degradation Mechanism field to
the Criticality Calculator RBI Components records for which you want to specify
that TM Analysis values be used to calculate RBI corrosion rate values.
For example, a Potential Degradation Mechanism record that contains the value
Criticality Calculator Internal Corrosion in the Degradation Mechanism field has been
linked to the Criticality Calculator RBI Components record D0003-097-CS-2 D0003-097
~ 000000000001056788 ~ VESSEL - MAIN COLUMN TOWER ~ Miscellaneous Vessel
~ FIX VES MIS. In the following image, a red outline has been added to the Potential
Degradation Mechanisms tab of the RBI Asset View page to highlight this Potential
Degradation Mechanism record.
4. In RBI, specify for which Active Criticality Calculator RBI Components records
that TM Analysis values should be used to calculate RBI corrosion rate values and
at what level the TM Analysis values should be used.
5. Create RBI Criticality Analysis records for the Criticality Calculator RBI
Components records for which you specified that TM Analysis value should be
used to calculate RBI corrosion rate values.
Note: In addition to being a member of either the MI RBI Administrator or MI RBI
Analyst Security Group, the user who completes steps 2 through 5 must also be a member
of at least one Thickness Monitoring Security Group. These groups include the MI
Thickness Monitoring Administrator, MI Thickness Monitoring Inspector, and MI
Thickness Monitoring User Security Groups.
When you create an RBI Analysis for an RBI Component for which you specified that
TM Analysis values be used to calculate RBI corrosion rate values (step 5), the following
things happen:
-and
Calculations are performed on the TML Corrosion Analysis values from the
corresponding TM Analysis to populate the following fields in the Criticality Int.
Corr. Deg. Mech. Eval record:
These values are displayed on the Input Fields tab of the Int. Corr. Deg. Mech. Eval.
datasheet. In the following image, these fields are outlined in red.
Equipment level.
For example, suppose that the Equipment record that you are analyzing in TM and RBI
represents a shell and tube heat exchanger. The shell and tube heat exchanger has two
subcomponents, the shell side and the tube side, each with its own process flow. Since the
corrosion environments of these subcomponents will differ, you have created the
following TML Group records (in the TM module):
When you first begin analysis on the shell and tube heat exchanger, you are not sure what
the TM corrosion data will show, (i.e., whether TML Group - Shell Side or TML Group -
Tube Side will have more aggressive corrosion). As a result, you may want to specify in
RBI that TM Analysis values at the equipment level be used to calculate RBI corrosion
rate values.
Continuing with this example, as you analyze the shell and tube heat exchanger in TM,
you notice that a subset of the TMLs on the shell side near the nozzle have very high
corrosion rates. At this point, you create a third TML Group record, TML Group - Shell
Nozzle to represent this subcomponent, and you move the Thickness Measurement
Location records associated with this subcomponent from TML Group - Shell Side to
TML Group - Shell Nozzle. As a result, you may want to now specify in RBI that TM
Analysis values at the TML Group level be used to calculate RBI corrosion rates.
Specifically, you want to specify that the TML Corrosion Analysis value associated with
TML Group - Shell Nozzle be used to calculate RBI corrosion rates.
TML Corrosion Analysis record Long Term Corrosion Rate Short Term Corrosion Rate
1.003 MILS/year
1
1.001 MILS/year
1.003 MILS/year
1.003 MILS/year
1.001 MILS/year
3
1.001 MILS/year
1 MILS/year
1.001 MILS/year
1.001 MILS/year
None
When you create an RBI Analysis for the RBI Component that corresponds with this
piece of equipment, if you specified that TM Analysis values at the equipment level be
used to determine RBI corrosion rate values, the value in the:
Long Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically is calculated as follows:
Long Term Avg. Corr. Rate = (1.001 + 1.003 + 1.001 + 1 + 1.001) / 5
Long Term Avg. Corr. Rate = (5.006) / 5
Long Term Avg. Corr. Rate = 1.0012
Short Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically is calculated as follows:
Short Term Avg. Corr. Rate = (1.003 + 1.003 + 1.001 + 1.001) / 4
Short Term Avg. Corr. Rate = (4.008) / 4
Short Term Avg. Corr. Rate = 1.002
When you specify that TM Analysis values at the TML Group level be used to calculate
RBI corrosion rate values, the RBI corrosion rate values are determined based upon the
average of the Long Term Corrosion Rate and Short Term Corrosion Rate values in the
TML Corrosion Analysis records that are linked to one or more TML Group records that
are linked to the Equipment record that is being analyzed in TM and RBI. The TML
Group records whose TML Corrosion Analysis values are used are determined by your
selections on the Link to TML Groups dialog box.
While you can specify that RBI Corrosion Rate values be determined by one or more
TML Group records by linking the Criticality Calculator RBI Components record to one
or more TML Group record, a TML Group record can be linked to only one Criticality
Calculator RBI Components record.
Note: TMLs for which the Long Term Corrosion Rate or Short Term Corrosion rate has
not been calculated will be excluded from the calculations that determine RBI Corrosion
rate values.
For example, consider an Equipment record that is linked to three TML Group records
whose Thickness Measurement Location records are each linked to five TML Corrosion
Analysis records with the following Long Term Corrosion Rate and Short Term
Corrosion Rate values:
TML Group 1
TML Corrosion Analysis record Long Term Corrosion Rate Short Term Corrosion Rate
1.006 MILS/year
1
1.005 MILS/year
1.003 MILS/year
1.003 MILS/year
1.005 MILS/year
1.006 MILS/year
1 MILS/year
1.001 MILS/year
1.005 MILS/year
None
TML Group 2
TML Corrosion Analysis record Long Term Corrosion Rate Short Term Corrosion Rate
1.004 MILS/year
1
1.004 MILS/year
1.008 MILS/year
1.008 MILS/year
1.005 MILS/year
None
1 MILS/year
1.001 MILS/year
1.005 MILS/year
1.006 MILS/year
TML Group 3
TML Corrosion Analysis record Long Term Corrosion Rate Short Term Corrosion Rate
None
1
1.002 MILS/year
1.005 MILS/year
1.003 MILS/year
1.005 MILS/year
1.006 MILS/year
1 MILS/year
1.001 MILS/year
1.002 MILS/year
1.004 MILS/year
When you create an RBI Analysis for the RBI Component that corresponds with this
piece of equipment, if you specified that TM Analysis values at the TML Group level be
used to calculate RBI corrosion rate values, and you specified that the TML Corrosion
Analysis values associated with TML Group 1 be used, the value in the:
Long Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically would be calculated as follows:
Short Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically would be calculated as follows:
Short Term Avg. Corr. Rate = (1.006 + 1.003 + 1.006 + 1.001) / 4
Short Term Avg. Corr. Rate = (4.016) / 4
Short Term Avg. Corr. Rate = 1.004
You can specify that TML Corrosion Analysis values from more than one TML Group be
used to calculate RBI corrosion rates. Continuing with the previous example, if you
specified that the TML Corrosion Analysis values associated with TML Group 1 and
TML Group 3 be used to determine RBI corrosion rate values, the value in the:
Long Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically would be calculated as follows:
Long Term Avg. Corr. Rate = (1.005 + 1.003 + 1.005 + 1 + 1.005 + 1.002 + 1.003 +
1.005 + 1 + 1.002) / 10
Long Term Avg. Corr. Rate = (10.03) / 10
Long Term Avg. Corr. Rate = 1.003
Short Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically would be calculated as follows:
Short Term Avg. Corr. Rate = (1.006 + 1.003 + 1.006 + 1.001 + 1.005 + 1.006 +
1.001 + 1.004) / 8
Short Term Avg. Corr. Rate = (8.032) / 8
Short Term Avg. Corr. Rate = 1.004
If the TM module is active and you have TM Analyses for pieces of equipment that you
analyze using RBI, you can specify that TML Corrosion Analysis values in a TM
Analysis be used to calculate corrosion rate values that are used in RBI.
Specifically, you must specify for which RBI Components that TML Corrosion Analysis
values should be used to calculate RBI corrosion rate values and at what level the values
should be used. You can specify that TML Corrosion Analysis values be used to calculate
RBI corrosion rates for Criticality Calculator RBI Components records that are in the
Active state only. You cannot specify that values be used to calculate RBI corrosion rates
for Criticality Calculator RBI Components records that are in the Inactive state.
The following instructions assume that you understand how TM Analysis values are used
to determine RBI corrosion rates values, and that you have completed the steps necessary
to use TM Analysis values to calculate RBI corrosion rate values.
To specify for which Criticality Calculator RBI Components records that TM Analysis
values should be used to calculate RBI corrosion rate values and at what level the TM
Analysis values should be used:
1. Access the RBI Asset View page for the Equipment record that is linked to the
Criticality Calculator RBI Components record for which you want to specify that
TM Analysis values be used to calculate RBI corrosion rate values.
2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record for which you want to specify that TM Analysis values
be used to calculate RBI corrosion rate values. In the following image, the node
representing the Criticality Calculator RBI Components record D0003-097-CS-2
D0003-097 ~ 000000000001056788 ~ VESSEL - MAIN COLUMN TOWER ~
Miscellaneous Vessel ~ FIX VES MIS is selected in the RBI Explorer pane.
3. In the datasheet area, select the Corrosion Data tab of the datasheet that is
displayed for the Criticality Calculator RBI Components record. The following
image shows an example of the Corrosion Data tab of the RBI Comp - Cylindrical
Shell datasheet.
4. In the list in the Source of Calculated Corrosion Rates cell, select one of the
following values, depending upon the level at which you want TM Analysis
values to be used to calculate RBI corrosion rates:
o Asset: RBI corrosion rate values will be calculated based upon TM
Analysis values at the equipment level.
Manual Entry: RBI corrosion rate values will be entered manually. This
value is selected by default.
5. Click the
button on the toolbar at the top of the datasheet area. If you
selected Component in the list in the Source of Calculated Corrosion Rates cell,
specify the TML Group records whose associated TML Corrosion Analysis values
you want to use to calculate RBI corrosion rate values. If you selected a value
other than Component in the list in the Source of Calculated Corrosion Rates cell,
proceed to step 6.
6. Specify any additional inputs to your RBI Analysis as desired, and create an RBI
Analysis for the selected Criticality Calculator RBI Components record.
The values in the Short Term Avg. Corr. Rate and Long Term Avg. Corr. Rate fields in the
Criticality Int. Corr. Deg. Mech. Eval record that is created automatically when you
create the RBI Analysis are calculated or not calculated, based upon your selection in the
list in the Source of Calculated Corrosion Rates cell. If you selected:
5.
o
Asset, the values are calculated based upon values at the equipment level
in the corresponding TM Analysis.
Manual Entry, the values are not calculated based upon values in the
corresponding TM Analysis. You must enter these values manually.
Component, the values are calculated based upon values at the TML
Group level in the corresponding TM Analysis. Specifically, the values
associated with the TML Group records that you selected on the Link to
TML Groups dialog box are used to calculate the values in these fields.
When you specify that TM Analysis values at the TML Group level be used to calculate
RBI corrosion rates, you must select the TML Group records whose associated TML
Corrosion Analysis values should be used. More than one TML Group record's TML
Corrosion Analysis values can be used The following instructions assume that you have
specified that TM Analysis values at the TML Group level be used to calculate RBI
corrosion rates.
To select the TML Group records whose associated TML Corrosion Analysis values
should be used to calculate RBI corrosion rate values:
1. Access the RBI Asset View page for the Equipment record that is linked to the
Criticality Calculator RBI Components record for which you have specified that
TM Analysis values at the TML Group level be used to calculate RBI corrosion
rate values.
2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record for which you want TML Corrosion Analysis values to
be used in calculating RBI corrosion rates.
3. On the Component Tasks menu, click the Link to TML Groups link.
The Link to TML Groups dialog box is displayed.
4. In the grid, select the check box in the rows representing the TML Group records
whose associated TML Corrosion Analysis values you want to use to calculate
RBI corrosion rate values. In the following image, the TML Group record with
the Record ID TMLGRP-64252384987 - Tube is selected.
5. Click OK.
The dialog box closes, and the RBI Asset View page returns to focus.
The TML Group records that you selected are linked to the associated Criticality
Calculator RBI Components record through the Mapped to RBI Component relationship,
where the TML Group family is the predecessor.
When you create an RBI Analysis for the selected Criticality Calculator RBI Components
record, the values in the following fields in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically are calculated based upon the TML Corrosion
Analysis values associated with the TML Group records that you selected:
9.
The Link to TML Groups dialog box contains the Select TM Component to Link to RBI
Component <Record ID> grid, where <Record ID> is the Record ID of the Criticality
Calculator RBI Components record for which you accessed the dialog box. One row is
displayed in the grid for each TML Group record that is linked the Equipment record
associated with the Criticality Calculator RBI Components record for which you accessed
the dialog box.
The grid displays the following columns of information:
TM Component ID: Displays the Record ID of the TML Group records that are
linked to the Equipment record that is associated with the Criticality Calculator
RBI Components record for which you accessed the dialog box.
TM Component Description: Displays the value in the Description field in the
TML Group records that are linked to the Equipment record that is associated
with the Criticality Calculator RBI Components record for which you accessed
the Link to TML Groups dialog box.
Linked to RBI Component: Displays the Record ID of the Criticality Calculator
RBI Components record that is linked to the TML Group record represented by
that row. When you select a check box to the left of the TM Component ID
column for a row, the Record ID of the Criticality Calculator Components record
for which you accessed the dialog box is populated in the Linked to RBI
Component cell in that row.
The first column in the grid is unlabeled and contains check boxes that are used for
selecting rows in the grid that represent the TML Group records whose TML Corrosion
Analysis values you want to use to calculate RBI corrosion rate values.
The following buttons are displayed below the grid:
OK: Closes the dialog box and retains any selections that you made.
Cancel: Closes the dialog box and does not retain any selections that you made.
Manually.
-or-
Note that you can create these RBI Recommendation records only if the following
conditions are true:
In some cases, you might want to create RBI Recommendation records before you move
the associated RBI Criticality Analysis record to the Risk Completed state. For example,
suppose that your organization defines an RBI Analysis approval process during which
you must review the associated RBI Recommendation records and potentially make
changes to the RBI Analysis. In this case, making changes to the RBI Analysis during
that process, which you cannot do when the RBI Criticality Analysis record is in the Risk
Completed state, may be more desirable than recreating the RBI Analysis (and associated
RBI Recommendation records) at a later time in order to make those changes.
You can create RBI Recommendation records while an RBI Criticality Analysis record is
in the Created state only when the Enable Recommendations to be Generated at Created
State setting is enabled on the Administrative Tasks page. Additionally, when this option
is selected, you cannot generate RBI Recommendation records for an RBI Criticality
Analysis record in the Risk Completed state.
The Meridium APM RBI Best Practice assumes that you will not create RBI
Recommendation records while the associated RBI Criticality Analysis record is in the
Created state. As a result, this documentation assumes that you will only create RBI
Recommendation records for RBI Analyses whose associated RBI Criticality Analysis
record is in the Risk Completed state, and therefore, no additional details are provided
about the workflow for creating RBI Recommendations records for an RBI Criticality
Analysis record that is in the Created state.
Note: You can also create RBI Recommendation records from Inspection Groups.
Select the desired RBI Analysis node in the RBI Explorer pane, as shown in the following
image.
4. In the Degradation Mechanism list, select the degradation mechanism that can be
prevented if this recommendation is implemented. The list contains the values that
are stored in the Degradation Mechanism field in all RBI Degradation
Mechanisms records that are linked to the selected RBI Criticality Analysis
record.
5. Click the Next button.
The Recommendation Datasheet screen appears.
-and
Ensure that the following settings are enabled on the Administrative Tasks page:
After you have completed these steps, when RBI Recommendation records are generated
automatically from RBI Analyses, the Meridium APM system uses the following
components to select a Policy record and define the logic used by the Policy record to
select an Inspection Strategy record whose values will be used to populate the RBI
Recommendation record:
Throughout this documentation, the term RBI Strategy Mapping Group is used to refer to
these components that together define the Policy record logic that is used to generate an
RBI Recommendation record automatically from an RBI Analysis.
Note: The records and queries used in this process are provided by Meridium, Inc. and
delivered to the baseline Meridium APM database.
The families that are used by RBI Strategy Mapping Group functionality are illustrated in
the following image, where boxes represent the RBI Strategy Mapping Configuration and
RBI Strategy Mapping Details entity families, and the arrow represents the Has RBI
Strategy Configuration relationship family.
All main RBI Analyses that are associated with ALL Equipment records that are
represented on the RBI Asset View page.
1. Access the RBI Asset View page for the Equipment record that is associated with
the RBI Analysis for which you want to generate RBI Recommendation records.
2. Select the RBI Analysis node in the RBI Explorer pane. In the following image,
the node representing the RBI Criticality Analysis record RBI-6425612676 is
selected in the RBI Explorer pane.
4. If you:
o
REC - 825
REC - 826
REC - 827
The Generate recommendations for all assets check box is not selected by default. The
Consolidate recommendations for each Damage Mechanism and Task Type check box IS
selected by default.
4. Select the Generate recommendations for all assets check box.
The message indicates that generating RBI Recommendation records for all the
Equipment records may take a few minutes and asks if you want the Meridium APM
system to continue generating RBI Recommendation records.
5. If you:
From the Recommendation Management page, you can manage the states of the RBI
Recommendation records and create Task records or SAP Notifications.
Equipment Type
Corrosion Type
Risk Category
One Asset Group record that stores information about the attributes that are shared
by all RBI Components (e.g., Equipment Type) included in the Inspection Group.
Multiple Grouping Element records that store information about the RBI
Components included in the Inspection Group. Specifically, each Inspection
Group will consist of:
o
One or more Grouping Element records that store information about the
RBI Components whose associated equipment requires inspection.
Additionally, inspections on these pieces of equipment satisfy the
inspection requirements of other pieces of equipment in the same
Inspection Group. Throughout this documentation, we refer to these RBI
Components as Representative RBI Components.
One or more Grouping Element records that store information about the
RBI Components and associated equipment whose inspection
requirements are satisfied by the inspection of the piece of equipment that
is associated with a Representative RBI Component. Throughout this
documentation, we refer to these RBI Components as Represented RBI
Components.
When you create an Inspection Group, the Meridium APM system uses certain criteria to
determine which RBI Components will be included in the Inspection Group, and the
necessary Asset Group record and Grouping Element records are created automatically.
After the Inspection Group has been created, the Meridium APM system then classifies
each Grouping Element record as identifying a Representative or Represented RBI
Component.
This concept is illustrated in the following image, which shows a portion of the RBI data
model. In the following image, the boxes represent entity families, and the arrows
represent relationship families.
The following steps provide the general workflow for using Inspection Group
functionality:
1. Create Inspection Groups.
2. Manage Inspection Groups.
3. Generate RBI Recommendation records from Inspection Groups.
4. Generate Represented Inspections.
Consider the following details about creating and working with Inspection Groups:
You cannot create Inspection Groups for RBI Components that are linked to RBI
PRD Criticality Analysis records.
Representative RBI Component: RBI Components for which you must perform an
inspection on the associated piece of equipment in order to meet the inspection
requirements that are defined by American Petroleum Institute specifications.
Grouping Element records that are classified as Representative RBI Components
meet the following criteria:
The Selected for Inspection field in the Grouping Element record contains
the value True.
The Selected for Inspection field in the Grouping Element record contains
the value False.
Equipment
Type
Piping
Column-Middle
Column-Top
Filter
Heat Exchanger-Channel
Heat Exchanger-Shell
Pressure Vessel
Reactor
Vessels
Tanks
Storage Tank
1. The following Component Type values include the word Pipe: 1/2" Pipe, 3/4" Pipe,
1" Pipe, 1.25" Pipe, 1.5" Pipe, 2" Pipe, 2.5" Pipe, 3" Pipe, 4" Pipe, 5" Pipe, 6" Pipe, 8"
Pipe, 10" Pipe, 12" Pipe, 14" Pipe, 16" Pipe, 18" Pipe, 20" Pipe, 24" Pipe, 26" Pipe, 28"
Pipe, 30" Pipe, 32" Pipe, 34" Pipe, 36" Pipe, 40" Pipe, 42" Pipe, 48" Pipe, 54" Pipe, 56"
Pipe, 60" Pipe, 90" Pipe, or102" Pipe.
The Equipment Type is stored in the Grouping Equipment Type field in the Asset Group
record that belongs to the Inspection Group.
Corrosion Type
RBI Degradation
Mechanisms record
Additional Criteria
The Insulated? field in the associated
Criticality Calculator RBI Components record
contains the value True.
Corrosion Under
Insulation (CUI)
Criticality Calculator
External Corrosion
The Susceptible to CUI field in the associated
RBI Criticality Analysis record contains the
value Yes.
Internal Corrosion
(ICPC)
Criticality Calculator
None
Internal Corrosion
The Corrosion Type that is associated with an Inspection Group is stored in the Corrosion
Type field in the Asset Group record that belongs to that Inspection Group.
The value that is stored in the Inspection Priority (Unmitigated Risk) field in the
RBI Degradation Mechanisms record that is linked to the associated Criticality
Calculator RBI Components record.
-and
The Inspection Priority Ranges that are defined on the Administrative Tasks
page.
High
Medium High
Medium
Low
The Risk Category that is associated with an Inspection Group is stored in the Risk
Category field in the Asset Group record that belongs to that Inspection Group.
On the RBI Start Page, click the Manage Inspection Groups link.
At this point, you can create a new Inspection Group or run the Manage Inspection
Groups query to identify the existing Inspection Group that you want to work with on the
Inspection Group Details page.
The Find Inspection Groups workspace contains the following lists that correspond with
prompts in the Manage Inspection Groups query:
Unit: Contains all Functional Location records in your database that represent
units.
Corrosion Type: Contains the values Corrosion Under Insulation and Internal
Corrosion, which correspond with the Corrosion Types for which you can create
Inspection Groups.
Grouping Equipment Type: Contains the values Piping, Vessels, and Tanks and
Tank Bottoms, which correspond with the Equipment Types for which you can
create Inspection Groups.
Risk Category: Contains the values High, Medium High, High, and Low, which
correspond with the Risk Categories for which you can create Inspection Groups.
The following buttons appear to the right of the lists in the Find Inspection Groups
workspace:
Run Query: Runs the Manage Inspection Groups query based on the values that
you have specified in the query prompts described above.
Stop: Terminates the query process.
A grid appears below the lists in the Find Inspection Groups workspace that displays the
results of the Manage Inspection Groups query. One row is displayed in the grid for each
Asset Group record returned by the query. The following columns are displayed in the
grid, which correspond with fields in the Asset Group record that is associated with the
Inspection Group:
Name
Description
Unit
Corrosion Type
Risk Category
Note that:
The Current State column does not correspond with a field in the Asset Group
record. Rather, this column is displayed to help you identify Inspection Groups by
their current state.
The values in the Name column appear as hyperlinks that you can click to access
the Inspection Group Details page for a particular Inspection Group.
The Find Inspection Groups page contains the following task menus: Inspection Group
and Common Tasks.
You can run the Manage Inspection Groups query via the Find Inspection Groups page to
identify the Inspection Group that you want to work with on the Inspection Group Details
page. The following instructions assume that you have accessed the Find Inspection
Groups page.
To run the Manage Inspection Groups query:
1. In the Find Inspection Groups workspace, select values that correspond with
Inspection Group that you want to access in the following lists:
o
Unit
Corrosion Type
Risk Category
Note: The values contained in the Corrosion Type, Grouping Equipment Type, and Risk
Category lists are stored in System Code Tables used by RBI.
2. Click the Run Query button.
The Manage Inspection Groups query is run, and the results of the query are displayed in
the grid that appears below the lists in the Find Inspection Groups workspace. You can
click the hyperlink in the Name column for any Asset Group record that appears in the
results grid to access the associated Inspection Group on the Inspection Group Details
page.
Inspection Group
The Inspection Group menu on the Find Inspection Groups page contains the following
link:
Create: Displays the Create Inspection Group dialog box, which you can use to
create Inspection Groups via the Find Inspection Groups page.
Common Tasks
The Common Tasks menu on the Find Inspection Groups page contains the following
links:
Print: Displays the Preview window, which shows a preview of the query results
as they will appear on the printed page. From the Preview window, you can select
print options and print the query results. This link is enabled when at least one
Asset Group record appears in the query results grid.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Help: Displays the context-sensitive Help topic for the Find Inspection Groups
page.
On the Find Inspection Groups page, in the Name column in the grid in the Find
Inspection Groups workspace, click the hyperlinked Record ID of the Asset
Group record that is associated with the Inspection Group whose details you want
to view on the Inspection Group Details page.
The Record ID of the Asset Group record that you selected on the Find Inspection Groups
page is selected in the Inspection Groups pane, and data that is stored in the records that
make up the Inspection Group appear on the Inspection Group Details tab.
Note: If the Asset Group record that you selected in the results grid on the Find
Inspection Groups page is excluded from the Inspection Groups pane based upon your
filtering criteria, a message will be displayed, indicating that the Inspection Group will
not appear on the Inspection Group Details page. In this case, the Record ID of the Asset
Group record that appears at the top of the Inspection Groups pane will be selected by
default.
Inspection Groups pane: Displays the Record ID of each Asset Group record that
is associated with each Inspection Group for the unit for which you accessed the
Inspection Group Details page. At the bottom of this pane, the Filters link appears,
which can be used to access the Manage Filters window.
Inspection Group Details tab: Displays a grid that contains values in the Grouping
Element records that are linked to the Asset Group record whose Record ID is
selected in the Inspection Groups pane.
Inspection Group Definition tab: Displays the datasheet for the Asset Group
record whose Record ID is selected in the Inspection Groups pane.
The Inspection Group Details page contains the following task menus: Inspection Group
and Common Tasks.
Associated with the Inspection Groups for the unit for which you accessed the
Inspection Group Details page.
-and
Throughout this documentation, we refer to the Record IDs displayed in the Inspection
Groups pane as the Inspection Groups list. The following image shows an example of
the Inspection Groups pane that appears on the Inspection Group Details page.
The icon to the left of each item in the Inspection Groups list indicates the state of the
Asset Group record associated with the Inspection Group. By default, the items in the
Inspection Groups list are sorted in the following order:
Corrosion Type, where Inspection Groups with the Corrosion Type Corrosion
Under Insulation appear first, followed by Inspection Groups with the Corrosion
Type Internal Corrosion.
Equipment Type, where Inspection Groups are displayed in the following order
according to Equipment Type: Piping, Vessels, Tanks.
Risk Category, where Inspection Groups are displayed in the following order
according to Risk Category: High, Medium High, Medium, Low.
State, where Inspection Groups are displayed in the following order according to
their current state: Proposed, Not Implemented, Implemented, Archived.
Creation Date, where Inspection Groups are displayed, in descending order, based
upon the value in the Creation Date field in the associated Asset Group record.
At the bottom of the Inspection Groups pane, the Filters link appears, which you can use
to hide Inspection Groups. When filters have been applied to the Inspection Groups pane,
additional items appear at the bottom of this pane, as shown in the following image. A red
outline has been added to this image to highlight these items.
The
The Clear All link, which clears all of the filters that are currently applied.
button, which clears only the filter to the right of this button.
button.
The Inspection Groups pane collapses, and a vertical tab, Inspection Groups, appears as
shown in the following image. A red outline has been added to the image to highlight this
tab.
After you have hidden the Inspection Groups pane, you can redisplay it.
While the Inspection Groups pane is hidden, if you need to select a different Record ID in
the pane, you can view the pane.
To view the Inspection Groups pane when it is hidden:
1. Point to and pause on the vertical Inspection Groups tab. This tab is outlined in
red in the following image.
The Inspection Groups list expands. If you move your pointer off the Inspection Groups
pane, the pane will collapse again.
2. To lock the pane back into the display position, in the upper, right corner of the
Inspection Groups pane, click the
button.
At the bottom of the Inspection Groups pane, click the Filters link.
You can use the Manage Filters window to create, modify, delete, apply, or clear filters.
The Manage Filters window contains the following grids:
Standard Filters: Displays one row for each filter that is delivered to the
baseline Meridium APM database that you can apply to the Inspection
Groups list.
Custom Filters: Displays one row for each custom filter that you create and apply
to the Inspection Groups pane.
3. Click OK.
The Manage Filters window closes, the Inspection Group Details page returns to focus,
and the custom filter is applied automatically to the Inspection Groups pane.
2. In the Standard Filters grid or the Custom Filters grid, in the row containing the
filter that you want to apply to the Inspection Groups pane, select the Apply check
box. For example, in the preceding image, the Hide CUI Inspection Groups filter
is selected in the Standard Filters grid.
3. Click OK.
The Manage Filters window closes, and the Inspection Group Details page returns to
focus. The Inspection Groups pane is refreshed to display only the Inspection Groups that
meet the filter criteria. In addition:
o
A new link, Clear All, appears, which you can use to clear the filters that
are currently applied.
Clearing Filters
You can clear the filters that you have applied to the Inspection Groups pane one at a time
or all at once using the instructions in this topic. The following instructions assume that
you are viewing the Inspection Group Details page.
To clear a single filter:
At the bottom of the Inspection Groups pane, in the list of filters, click the
button that appears to the left of the filter that you want to clear.
The Inspection Groups pane is refreshed to display the Inspection Groups that were
previously hidden by the filter.
To clear all filters:
At the bottom of the Inspection Groups pane, click the Clear All link.
The Inspection Groups pane is refreshed to display the Inspection Groups that were
previously hidden by the filters.
The grid displays the following columns that display values in the Grouping Element
records:
Asset
Component
Inspection Priority
The grid also contains the Representative Asset column, which displays the Record ID of
the Equipment record that is associated with the RBI Component defined as the
Representative RBI Component.
You can use this tab to modify proposed Inspection Groups.
All of the fields on the datasheet are read-only unless the selected Asset Group record is
in the Proposed state. When the selected Asset Group record is in the Proposed state, you
can modify the value in the Description cell on the datasheet.
Inspection Group
The Inspection Group menu on the Inspection Group Details page contains the following
links:
Create: Displays the Create Inspection Group dialog box, which you can use to
create Inspection Groups via the Inspection Group Details page.
Refresh: Prompts the Meridium APM system to reevaluate the RBI Components
that are included in the Inspection Group whose node is selected in the Inspection
Groups pane. If the system needs to make any changes to the Grouping Element
records associated with the Inspection Group based upon how you have modified
the Inspection Group, it will do so at this time. This link is enabled only when you
have made changes to the Inspection Group using the Inspection Group Details
tab.
Save: Saves your changes to the Inspection Group whose node is selected in the
Inspection Groups pane. This link is enabled only when you have made changes
to the Inspection Group using the Inspection Group Details tab.
View Report: Displays the Report Viewer page, where you can view and manage
the Inspection Group Report for the Inspection Group that is selected in the
Inspection Groups pane.
Common Tasks
The Common Tasks menu on the Inspection Group Details page contains the following
links:
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Help: Displays the context-sensitive Help topic for the Inspection Group Details
page.
Are not associated with the unit, you must use the Find Inspection Groups page to
create Inspection Groups for the unit.
Are associated with the unit, you can use the Find Inspection Groups page or the
Inspection Group Details page to create additional Inspection Groups for the unit.
Note: When you create a new Inspection Group that has the same unit, Equipment Type,
Corrosion Type, and Risk Category as an existing proposed Inspection Group, the
existing Inspection Group will be deleted automatically.
The following image shows an example of what the Create Inspection Group dialog box
looks like when you access it via the Inspection Group Details page.
Note that when you access the Create Inspection Group dialog box via the Inspection
Group Details page, the Unit text box contains the Record ID of the Functional Location
record representing the unit for which you accessed the Inspection Group Details page.
Create new Inspection Groups via the Find Inspection Groups page.
Create additional Inspection Groups for a unit via the Inspection Group Details
page.
-or-
The following image shows an example of the Create Inspection Group dialog box when
it is accessed from the Find Inspection Groups page.
The Create Inspection Group dialog box displays the following items:
Unit box: Displays the Record ID of the unit for which you are creating a new
Inspection Group. To the right of this text box, the
button appears, which you
can click to access the Find Unit window. This button is enabled only when you
access the dialog box via the Find Inspection Groups page. This box is empty
when you access the dialog box via the Find Inspection Groups page until you
specify a unit via the Find Unit window.
Corrosion Type list: Displays the Corrosion Types for which you can create
Inspection Groups (i.e., Corrosion Under Insulation and Internal Corrosion). Both
Corrosion Types are selected by default.
Grouping Equipment Type: Displays the Equipment Types for which you can
create Inspection Groups (i.e., Piping, Vessels, and Tanks and Tank Bottoms). All
Equipment Types are selected by default.
The following buttons are displayed at the bottom of the Create Inspection Group dialog
box:
OK: Creates new Inspection Groups based upon the criteria that you have
specified.
Cancel: Closes the Create Inspection Group dialog box.
Help: Displays the context sensitive Help topic for the Create Inspection Group
dialog box.
button.
The results of the Select Unit for Grouping query are displayed in the Select a Unit grid
on the Find Unit window.
2. Select the row containing the unit for which you want to create new Inspection
Groups, and click the Select button.
The Find Unit window closes, and the Create Inspection Group dialog box returns to
focus.
3. In the Corrosion Type list, select the Corrosion Types for which you want to
create Inspection Groups.
In the following image, both Corrosion Types are selected in the list (i.e., the default
selection).
4. In the Grouping Equipment Type list, select the Corrosion Types for which you
want to create Inspection Groups.
In the following image, all Equipment Types are selected in the list (i.e., the default
selection).
5. Click OK.
One of the following dialog boxes appears:
o
When you click the Yes button on the Confirm Update dialog box, the Inspection
Grouping Status dialog box appears.
Assuming that your records meet the criteria for creating Inspection Groups, the
Inspection Grouping Status dialog box closes, and the Inspection Group Details page
appears, displaying the Inspection Groups that you created in the Inspection Groups pane.
One Asset Group record and multiple Grouping Element records are created
automatically for each Inspection Group that was created.
2. In the Grouping Equipment Type list, select the Equipment Type for which you
want to create Inspection Groups.
In the following image, all of the Equipment Types are selected in the list (i.e., the default
selection).
3. Click OK.
One of the following dialog boxes appears:
o
When you click the Yes button on the Confirm Update dialog box, the Inspection
Grouping Status dialog box appears.
Assuming that your records meet the criteria for creating Inspection Groups, the
Inspection Grouping Status dialog box closes, and the Inspection Group Details page
returns to focus, displaying the Inspection Groups that you created in the Inspection
Groups pane. One Asset Group record and multiple Grouping Element records are
created automatically for each Inspection Group that was created.
exclude this RBI Component from the Inspection Group so that RBI Recommendation
records would not be generated on its behalf.
Note that when you exclude an RBI Component from an Inspection Group that has been
classified as a Representative RBI Component, you will need to refresh the Inspection
Group. This allows the system to reevaluate the representative and Represented RBI
Component classifications in the Inspection Group to determine whether or not any
changes need to be made to the Inspection Group. This is necessary because the number
of Representative RBI Components that are selected for an Inspection Group is based on
a percentage of the total number of RBI Components that are included in an Inspection
Group. In other words, refreshing the Inspection Group ensures that the number of
Representative RBI Components remains consistent with the ratio between the number of
RBI Components and those selected for inspection by the Meridium APM system.
The following instructions assume that you have accessed the Inspection Group Details
page.
To exclude an RBI Component from an Inspection Group:
1. In the Inspection Groups pane, select the Inspection Group that is associated with
the RBI Component that you want to exclude from the Inspection Group.
2. In the grid on the Inspection Group Details tab, select the row containing the
Grouping Element record representing the RBI Component that you want to
exclude from the Inspection Group.
3. Select the Excluded from Group check box.
4. Repeat steps 1 through 3 for each Grouping Element record whose associated RBI
Component you want to exclude from the Inspection Group.
5. On the Inspection Group menu, click the Refresh link.
If necessary, the Meridium APM system makes changes to other Grouping Element
records in the group (e.g., defines new Representative RBI Components).
6. On the Inspection Group menu, click the Save link.
Your changes are saved to the database.
The value in the Risk Category field in the associated Asset Group
record is High.
-oro
These restrictions maintain the integrity of the criteria by which the Meridium APM
system groups RBI Components and selects certain RBI Components for inspection.
The following instructions assume that you have accessed the Inspection Group Details
page.
To specify additional RBI Components as requiring inspection:
1. In the Inspection Groups pane, select the Inspection Group whose Grouping
Element record is associated with the additional RBI Component for which you
want to require inspection.
2. On the Inspection Group Details tab, select the row containing the Grouping
Element record representing the additional RBI Component for which you want to
require inspection.
3. Select the Selected for Inspection check box.
4. Repeat steps 1 through 3 for each Grouping Element record whose RBI
Component you want to specify as requiring inspection.
5. On the Inspection Group menu, click the Save link.
Your changes are saved to the database.
The following instructions assume that you are viewing the Inspection Group Details
page.
To refresh an Inspection Group:
1. In the Inspection Groups pane, select the Inspection Group requiring refresh.
2. On the Inspection Group menu, click the Refresh link.
3. On the Inspection Group menu, click the Save link.
The Inspection Group is refreshed and any necessary updates are made to the associated
Grouping Element records.
implemented or unimplemented Inspection Group with the same unit, Equipment Type,
Corrosion Type, and Risk Category will be archived automatically.
In order to implement an Inspection Group, the following conditions must be met:
Above the tabs on the Inspection Group Details page, click the Operations link,
and then click the Implement option.
The Asset Group record associated with the Inspection Group is set to the Implemented
state, and the appropriate RBI Recommendation records are created automatically by the
Meridium APM system.
RBI Recommendation records are created automatically by Meridium APM when you
implement an Inspection Group. Note that these records are created at a different point in
the RBI workflow than the RBI Recommendation records that you create based upon the
results of an RBI Analysis. However, these two sets of RBI Recommendation records are
similar in several ways. For instance, in both cases:
Inspection Strategy and Strategy Logic Case records that are delivered to the
baseline Meridium APM database are used to create the RBI Recommendation
records automatically.
You can create Task records or SAP Notifications via Recommendation
Management after the RBI Recommendation records exist.
Certain values are mapped to the RBI Recommendation records.
Similar to the way other RBI Recommendation records are generated by the Meridium
APM system, values in the Asset Group and Grouping Element records that are
associated with the implemented Inspection Group determine which Policy record will be
used to generate the RBI Recommendation records. Based on the output of the Policy, the
Meridium APM system will select an Inspection Strategy record whose values will be
mapped to the RBI Recommendation record. For RBI Recommendation records that are
generated from Inspection Groups, however, certain Inspection Strategy records
containing certain values will indicate that no action should be taken on behalf of the RBI
Component that is associated with the RBI Recommendation record. You can think about
RBI Recommendation records generated from Inspection Groups as being divided into
the following two categories:
RBI Recommendation records for which you will perform an action: For these
RBI Recommendation records, you will execute some action related to the piece
of equipment that is associated with the RBI Recommendation record (e.g., create
an Inspection Task record). This type of RBI Recommendation record is generated
for an Equipment record that is associated with an RBI Component included in an
Inspection Group whose Grouping Element record contains the value True in the
Selected for Inspection field.
RBI Recommendation records for which you will not perform an action: For these
RBI Recommendation records, you will not execute any action related to the
piece of equipment that is associated with the RBI Recommendation record (e.g.,
you will not create an Inspection Task record). In this case, the RBI
Recommendation record is generated for an Equipment record that is associated
with an RBI Component included in an Inspection Group whose Grouping
Element record identifies a Represented RBI Component. In this case, the
assumption is that you will instead execute some action related to the piece of
equipment that is associated with the RBI Recommendation record that was
created for the Representative RBI Component.
RBI Recommendation records for which you will not perform an action are generated
when Inspection Strategy values listed in the following table are mapped to the RBI
Recommendation record.
Recommended Inspection
Scope
Internal Corrosion
Recommended Inspection
Scope
Note: RBI Recommendation records will not be created for Inspection Groups whose
Risk Category is Low and Corrosion Type is Corrosion Under Insulation because these
Inspection Groups cannot be implemented.
3. On the Inspection Group menu, click the Review Recommendations for Asset
link.
The Recommendation Management page appears, displaying the RBI Recommendation
records that are linked to the Equipment record that is associated with the Inspection
Group.
To understand this concept, consider that all RBI Components in an Inspection Group
must have the same:
Unit
Equipment Type
Corrosion Type
Risk Category
While the first three items in this list (i.e., Unit, Equipment Type, and Corrosion Type)
will likely stay the same for a given RBI Component, the Risk Category associated with
an RBI Component may change over time. For instance, if you create and calculate a new
RBI Analysis for the RBI Component, and the Inspection Priority associated with the new
RBI Analysis is different from the Inspection Priority that is associated with the existing
RBI Analysis, then the Risk Category that is associated with the RBI Component may
also change.
Keeping in mind that you can create Inspection Groups only for RBI Components whose
RBI Criticality Analysis record is in the Risk Completed state, when you set the new RBI
Criticality Analysis record to the Risk Completed state, the Inspection Group that
includes the associated RBI Component may need to be reevaluated in order to update the
Representative and Represented RBI Component classifications and ensure that the
pieces of equipment that are specified as selected for inspection are consistent with the
current risk that is associated with those pieces of equipment.
The Meridium APM system indicates that the Risk Category for an RBI Component has
changed using the following fields in the Criticality Calculator RBI Components record:
CUI Inspection Priority Changed: Indicates that the Risk Category has changed
for an RBI Component that is included in an Inspection Group whose Corrosion
Type is Corrosion Under Insulation. When the value in this field is set to True, the
RBI Degradation Mechanisms record that is associated with the Criticality
Calculator RBI Components record contains:
o The value Criticality Calculator External Corrosion in the Degradation
Mechanism field.
-ando
Int. Corr. Inspection Priority Changed: Indicates that the Risk Category has
changed for an RBI Component that is included in an Inspection Group whose
Corrosion Type is Internal Corrosion. When the value in this field is set to True,
the RBI Degradation Mechanisms record that is associated with the Criticality
Calculator RBI Components record contains:
o
-and-
Additionally, these values are set to True only when the Criticality Calculator RBI
Components record is associated with a unit for which implemented or unimplemented
Inspection Groups exist.
Information regarding the number of RBI Components for which the value in the field is
set to True is available in the Inspection Group Monitor section that is displayed on the
Mechanical Integrity dashboard. You can use the data displayed in this section to
determine when you should reevaluate your Inspection Groups.
This section displays the percentage of RBI Components whose CUI Inspection Priority
Changed or Int. Corr. Inspection Priority Changed value is set to True (i.e., the Inspection
Priority for that RBI Component has changed), based on:
-and
Remember that when the Inspection Priority for an RBI Component has changed, it
indicates that the Risk Category associated with that RBI Component might have
changed as well. While the Inspection Group Monitor section on the Mechanical Integrity
dashboard provides information that you may use to determine if Inspection Groups
should be reevaluated, Meridium, Inc. assumes that your organization will define the
actual thresholds at which you reevaluate Inspection Groups. For example, consider the
first measure that is displayed in the Inspection Group Monitor section.
This measure indicates that the Inspection Priority has changed for four percent of RBI
Components that meet the following criteria:
If your organization's policy dictates that reevaluation must occur if the Inspection
Priority has changed for five percent of RBI Components, you will not reevaluate your
Inspection Groups at this time. If, however, your organization's policy dictates that
reevaluation must occur if the inspection Priority has changed for three percent of RBI
Components, you should reevaluate the Inspection Groups including the RBI
Components with this Equipment and Corrosion Type. To do so, you should create
Inspection Groups.
Inspection Group reports are based on supporting queries that return information that is
stored in the Asset Group and Grouping Element records that make up an Inspection
Group. These queries are stored in the Catalog folder \\Public\Meridium\Modules\Risk
Based Inspection\Report Queries.
The Inspection Group Definition section of the Inspection Group Report displays
information that is stored in the Asset Group record that is associated with the Inspection
Group for which you ran the Inspection Group Report. The Inspection Group Definition
section is outlined in red in the following image.
The items that are displayed in the Inspection Group Definition section correspond with
fields in the Asset Group record. The Inspection Group Definition section also contains
the State item, which corresponds with the state of the Asset Group record.
The grid contains the following columns that correspond with Grouping Element fields:
Asset
Component
Inspection Priority
Material Spec
Operating Temperature
Wall Ratio
The rows in the grid with bold text display values in the Grouping Element records that
identify the Representative RBI Components in the Inspection Group. Below these rows,
additional rows are displayed for the Grouping Element records identifying Represented
RBI Components that are related to the Representative RBI Component directly
preceding it in the grid.
Note: The Meridium APM RBI Best Practice assumes that you will not create new RBI
Recommendation records via the Recommendation Management page. If you create RBI
Recommendation records in this manner, links will not be created between the RBI
Recommendation record and the RBI Criticality Analysis or RBI Degradation
Mechanisms records.
Task Type: Contains a list of Task Types records, where the value in the list is the
Task Type ID of the Task Types records.
Proposed Task ID: Contains a list of Inspection Task records with the selected
Task Type that are also linked to the Equipment record to which the RBI
Recommendation record is linked. The value in the list is the Task ID of the Task
records. If you select an Inspection Task record in the Proposed Task ID list, the
RBI Recommendation record can be linked only to that Inspection Task record.
(RBI Recommendation) window displays the Criticality Calculator datasheet for the RBI
Recommendation record with the Recommendation ID REC-804.
4. In the Select a Task from the List list, select the Inspection Task record to which
you want to link the RBI Recommendation records.
5. Click OK.
The RBI Recommendation records are linked to the Inspection Task record, and a
confirmation message appears, indicating the number of RBI Recommendation records
that were linked to the selected Inspection Task record. If the value in the Desired
Interval field in the Inspection Task record was updated based upon the Estimated Half
Life calculated by RBI, the TM half-life, or time-based inspection settings an additional
confirmation message appears, indicating the source of this value.
Note: If you select an Inspection Task record whose Task ID is not stored in the Proposed
Task ID field in the RBI Recommendation record, a message appears, indicating that the
link cannot be created.
Damage Mechanism
Task Type
Keep in mind that these values come from the Inspection Strategy record or records that
are linked to the RBI Criticality Analysis record associated with the RBI
Recommendation.
When you choose to consolidate RBI Recommendations based upon this criteria, if more
than one RBI Recommendation record is created with the same combination of values in
the Damage Mechanism and Task Type fields, those RBI Recommendation records will
be set to the Consolidated state. As a result of the consolidation, a master RBI
Recommendation record will also be created from these source records and set to the
Proposed state.
The values in the Damage Mechanism and Task Type fields, in addition to any other
fields containing matching values, in the source RBI Recommendation records will be
used to populate the corresponding fields in the master RBI Recommendation record.
Additionally, the most conservative (i.e., lowest) value in the Recommended Interval
Scope field in the source RBI Recommendation records will match the value in the
Recommended Interval Scope field in the master RBI Recommendation record.
For example, suppose that you wanted to generate RBI Recommendation records for the
following RBI Criticality Analysis records:
Table 1
Inspection Task Type
Table 2
Table 3
Inspection Task Type
The state of the consolidated records would be set to Consolidated, and the state of the
master record would be set to Proposed.
The following table lists the four RBI Recommendation records that would exist in the
database as a result of the automatic RBI Recommendation generation process. Note that
the column labels in the preceding tables match the field names in Inspection Strategy
records, while the column labels in the following table match the field names in RBI
Recommendation records.
State
Damage Mechanism
Task Type
Recommended
Interval Scope
Consolidated
Criticality Calculator
Internal Corrosion
90
Criticality Calculator
Consolidated
Internal Corrosion
Proposed
Criticality Calculator
Internal Corrosion
90
Proposed
Criticality Calculator
External Corrosion
180
120
Notice that two RBI Recommendation records are set to Proposed. One of them is the
master RBI Recommendation record described in this topic, and the other is the RBI
Recommendation record that was created from the Inspection Strategy record that was
used for RBI Criticality Analysis C.
In the master RBI Recommendation record, the value in the Recommended Interval
Scope field is set to 90 because this is the most conservative (i.e., lowest) value that
exists in the Recommended Inspection Interval field in the source RBI Recommendation
records.
One Inspection Task record or SAP Notification from one RBI Recommendation
record at a time using the Work Management Item Builder. You can create
Inspection Task records via the Work Management Item Builder from RBI
Recommendation records that have been generated automatically or manually.
You can create Inspection Task records from RBI Recommendation records only if they
are in the Approved state. You can create a Notification in SAP only if the SAP Interfaces
license is active.
The Create a Task option is selected by default, and Inspection Task is selected in the list
by default.
3. To create:
Note: The Create an SAP Notification option is available only if the SAP
Interfaces module is active.
4. Click the Next button.
If you selected the Create a Task option on the previous screen, the Task Datasheet screen
appears, displaying the Inspection Task datasheet.
-orIf you selected the Create an SAP Notification option on the previous screen, the SAP
Notification Datasheet screen appears, displaying the Notification datasheet. Note that the
Description field is populated automatically with values from the RBI Recommendation
record, as specified by the query Get Long Text for Notification, which is stored in the
Catalog folder \\Public\Meridium\Modules\SAP Integration Interfaces\Queries.
5. Complete the fields, and click the Finish button.
The Inspection Task record or SAP Notification is created.
Populates the Work Request Equipment cell with the value in the
Equipment field in the SAP Notification.
Inspection
Task field
RBI
Notes
Recommendation
field
Asset ID
Asset ID
N/A
Asset Key
Entity Key
Desired
Interval
Recommended
Interval Scope
N/A
Additional values are considered for population in the
Desired Interval field when the:
Task Details
Recommended
Inspection Scope
N/A
Task ID
Task Type
Task Type
Task Type
N/A
Field
Record
Associated
Module
Recommended RBI
RBI
Interval Scope Recommendation
Notes
A single Inspection
Task record may be
linked to more than
one RBI
Recommendation
record. The most
conservative
Recommended
Interval Scope value
(i.e., lowest, non-zero
value) that is
associated with the
Inspection Task record
will be considered for
population in the
Interval
Time Based
Inspection
Interval
Time-based
inspection settings
have been created
via Inspection
Management where
Inspection an inspection
Management interval is defined
for a particular task
type that is
associated with the
Inspection Task
record.
The Consider HalfLife when
Determining
Inspection Task
Interval setting is
enabled.
A single Equipment
record may be linked
to more than one
Criticality Int. Corr.
Deg. Mech. Eval
-andCriticality Int.
record. The most
Estimated Half
Corr. Deg. Mech. RBI
conservative
Life
The value in the
Eval
Estimated Half Life
Damage Mechanism
value (i.e., lowest,
field in the
non-zero value) will
associated RBI
be considered for
Recommendation
population in the
record is Criticality
Desired Interval field.
Calculator Internal
Corrosion.
A TM Analysis
TM half-life N/A
Thickness exists for the
TM half-life is not
Monitoring Equipment record stored in a record in
that is associated
(TM)
the Meridium APM
with the Inspection database, but rather, it
Task record.
is calculated using
values that are stored
-andin a TM Analysis. The
calculated TM halfThe Consider Half- life is associated with
the Equipment record
Life when
that is associated with
Determining
the Inspection Task
Inspection Task
Interval setting is record to which the
enabled.
-andThe value in the
Damage Mechanism RBI Recommendation
record is linked.
field in the
associated RBI
Recommendation
record is Criticality
Calculator Internal
Corrosion.
Equipment
Task
Type
Default
Inspection
Interval
Criticality RBI
Unit
Component - Exchanger
A
Bundle
N/A
CUI
24
Unit
N/A
A
N/A
CUI
12
Time-Based
Inspection Setting
The Inspection Task record Task-1 is linked to an Equipment record that resides in
Unit A and is linked to records in the Criticality RBI Component - Exchanger
Bundle family.
The value in the Task Type field in the Inspection Task record Task-1 is CUI .
Task-1 was created from or linked to an RBI Recommendation record whose
Recommended Interval field contains the value of 120 (Months).
In this case, the Meridium APM system would consider the following values for
population in the Desired Interval field in the Inspection Task record:
12: The most conservative (i.e., lowest) inspection interval as defined by the timebased inspection settings that are associated with the Task Type CUI.
120: The value in the Recommended Interval field in the RBI Recommendation
record that is linked to Task-1.
The Meridium APM system would then populate the following values in the following
fields in the Inspection Task record:
Note that if the Consider Half-Life when Determining Inspection Task Interval setting is
enabled on the Administrative Tasks page, additional values will be considered when
determining the Desired Interval value in the Inspection Task record.
The most conservative (i.e., the lowest) Estimated Half Life in all the Criticality
Int. Corr. Deg. Mech. Eval records that are linked to the Equipment record that is
associated with the Inspection Task.
The TM half-life of the Equipment record that is associated with the Inspection
Task record.
The workflow for considering half-life when determining the value that is populated in
the Desired Interval field in certain Inspection Task records is as follows:
1. In TM, create a TM Analysis for the Equipment record that you will also analyze
in RBI. The TM Analysis should contain enough data to allow for TM half-life to
be determined.
For example, a TM Analysis has been created for the Equipment record DOOO3-097 ~
VESSEL - MAIN COLUMN TOWER ~000000000001056788. The following image
shows the TM Explorer pane that is displayed in the TM module for this Equipment
record.
2. In RBI, enable the Consider Half-Life when Determining Inspection Task Interval
setting on the Administrative Tasks page.
3. In RBI, create one or more Criticality Calculator RBI Components records for the
Equipment record.
For example, the Criticality Calculator RBI Components records Column-Bottom D0003097-CS1 and Column-Top D0003-097-CS2 have been created for the Equipment record.
The following image shows the RBI Explorer pane that is displayed in the RBI module
for this Equipment record.
4. In RBI, link a Potential Degradation Mechanism record that contains the value
Criticality Calculator Internal Corrosion in the Degradation Mechanism field to
the Criticality Calculator RBI Components record.
For example, a Potential Degradation Mechanism record that contains the value
Criticality Calculator Internal Corrosion in the Degradation Mechanism field has been
linked to the Criticality Calculator RBI Components record Column-Bottom D0003-097CS1. In the following image, a red outline has been added to the Potential Degradation
Mechanisms tab of the RBI Asset View page to highlight this Potential Degradation
Mechanism record.
5. Create RBI Criticality Analysis records for these Criticality Calculator RBI
Components records.
Calculations are performed to determine the Estimated Half Life in the Criticality Int.
Corr. Deg. Mech. Eval records that are associated with the Criticality Calculator RBI
Components records. This value is considered when populating the Desired Interval field
in the Inspection Task record that is created in step 7.
6. Generate RBI Recommendation records that contain the value Criticality
Calculator Internal Corrosion in the Damage Mechanism field.
7. From these RBI Recommendation records, create an Inspection Task record.
Calculations are performed to determine the TM half-life, and the result of this
calculation is considered when populating the Desired Interval field in the Inspection
Task record.
The Desired Interval field is displayed in the grid in the Task section of the
Recommendation Management page. A red outline has been added to the following
image to highlight the Desired Interval field.
About TM Half-Life
TM half-life refers to a value that is calculated using values that are stored in a TM
Analysis, but TM half-life is not stored in a record in the Meridium APM database. If you
have completed the necessary steps, TM half-life will be considered when populating the
Desired Interval field in Inspection Task records that are created from or linked to an RBI
Recommendation record whose Damage Mechanism field contains the value Criticality
Calculator Internal Corrosion.
TM half-life is calculated using the values in the following fields in the following records
that are linked to the Equipment record that you are analyzing in RBI and TM:
The Asset Controlling Remaining Life field in the Asset Corrosion Analysis
record.
The Remaining Life Factor field in the Corrosion Analysis Settings record.
Record
Field
Value
.5
The TM half-life associated with this Equipment record would be calculated this way:
TM half-life = Asset Controlling Remaining Life x Remaining Life Factor
TM half-life = 59 months x .5
TM half-life = 29.5 months
Note: Throughout this documentation, where the distinction between the two subfamilies
is irrelevant to the discussion, you will see the term Criticality Calculator PRD
Components record to refer to a record in either subfamily.
In this image, you can see that the Equipment box appears twice. In this image, each
Equipment box represents a separate Equipment record. In RBI, you can link a Criticality
Calculator PRD Components record to predecessor Equipment records using the
following relationships for the following purposes:
Has RBI Components: Used to identify the pressure relief device itself. In this
case, the predecessor Equipment record represents the pressure relief device, and
the database would contain two records to represent the same pressure relief
device: the Equipment record and the Criticality Calculator PRD Components
record.
Asset Is Protected By: Used to identify the equipment that is protected by the
pressure relief device. In this case, the predecessor Equipment records represent
pieces of equipment that are protected by the pressure relief device.
When you are viewing a pressure relief device on the RBI Unit View page, the records
that are outlined in red in the following image are displayed.
Note: In addition to the records outlined in red, the RBI Unit View page also displays the
Functional Location record to which the RBI System record is linked.
When you are viewing an RBI PRD Analysis on the RBI Asset View page, the records
that are outlined in red in the following image are displayed:
Note: In addition to the records outlined in red, the RBI Asset View page also displays
additional records to which the RBI Criticality Analysis record is linked, such as RBI
Degradation Mechanisms records. These records are not included in the preceding image
because they are not directly linked to the Criticality Calculator PRD Components record.
When prompted to select an Equipment record, you should select the Equipment
record representing the pressure relief device itself.
When prompted for the Component Family, you should select one of the
following options:
When prompted for the Component Type, you should select one of the following
options:
Conventional PRD
Pilot-Operated PRD
The predecessor Equipment record representing the pressure relief device itself.
The Criticality Calculator PRD Components record representing the pressure
relief device itself.
The successor RBI PRD Criticality Analysis records to which the Criticality
Calculator PRD Components record is linked.
Note: Although these Equipment or Criticality Calculator RBI Components records are
predecessors to the Criticality Calculator PRD Components record, they are displayed as
child nodes in the RBI Explorer pane.
For example, consider the following image.
In this image:
The Equipment record representing the pressure relief device itself is represented
by the root node with the
icon.
The Criticality Calculator PRD Components record representing the pressure
relief device itself is represented by the Pilot-Operated PRD PRD0013-074-XX-1
node.
The successor RBI PRD Analysis is represented by the node with the
icon.
A pressure relief device can protect either equipment or RBI Components, but not
both.
If you identify a new protected equipment or RBI Component for a pressure relief
device for which an RBI PRD Analysis already exists, the existing RBI PRD
Analysis will become invalid, and you will need to create a new RBI PRD
Analysis to account for the new protected equipment or RBI Component.
You can identify protected equipment or RBI Components using the Add Protected
Equipment dialog box.
You can use this dialog box to identify the equipment or RBI Components that are
protected by this pressure relief device.
3. In the rows representing the pieces of equipment that are protected by this
pressure relief device, select the check box.
4. Click the Add button.
The window closes, and the RBI Asset View page returns to focus. The RBI Explorer
pane is updated to display nodes representing the selected Equipment records. In the
following image, the protected Equipment nodes begin with the text SB0020.
In addition, the selected Equipment records are linked to the Criticality Calculator PRD
Components record through the Asset Is Protected By relationship.
The Select Protected Equipment window appears, displaying the Select Protected
Components query, which is stored in the Catalog folder
\\Public\Meridium\Modules\Risk Based Inspection.
3. In the Select Asset ID list, select the Equipment ID of the Equipment records that
are linked to the Criticality Calculator RBI Components records representing the
RBI Components that are protected by this pressure relief device.
4. Click the Run Query button.
The query is run, and the results appear in the grid. Each row in the grid represents a
separate Criticality Calculator RBI Components record.
5. In the rows representing the RBI Components that are protected by this pressure
relief device, select the check box.
6. Click the Add button.
The window closes, and the RBI Asset View page returns to focus. The RBI Explorer
pane is updated to display nodes representing the selected Criticality Calculator RBI
Components records. If any of the selected Criticality Calculator RBI Components
records belong to an active RBI Analysis, the RBI Explorer pane also displays nodes
representing those analyses.
In addition, the selected Criticality Calculator RBI Components records are linked to the
Criticality Calculator PRD Components record through the Component Is Protected By
relationship.
Component, the existing RBI PRD Analysis becomes invalid, and you must create a new
RBI PRD Criticality Analysis record.
To remove the association between a pressure relief device and a piece of equipment or
RBI Component:
1. Open the Criticality Calculator PRD Components record representing the pressure
relief device for which you want to remove protected equipment or RBI
Components.
On the RBI Asset View page, the datasheet for the selected Criticality Calculator PRD
Components record appears in the datasheet area.
2. In the RBI Explorer pane, select the Equipment or RBI Component node
representing the item that is no longer protected by the pressure relief device.
3. On the Component Tasks menu, click the Remove Protected Equipment link.
The Equipment or RBI Component node is removed from the RBI Explorer pane, and the
corresponding Equipment or Criticality Calculator RBI Components record is unlinked
from the Criticality Calculator PRD Components record.
Specifying that TM Analysis values at the TML Group level be used to calculate
RBI corrosion rate values.
The RBI PRD Analysis datasheet and the following tabs are displayed in the datasheet
area on the RBI Asset View page:
Consequence Evaluations
Degradation Mechanism Evaluations
Degradation Mechanism
The following lists describe the fields that are required in order to calculate RBI PRD
Analyses that meet the following criteria:
The lists are categorized by the family to which the required fields belong.
PRD Consequence Evaluation
Cost of Fluid
Environmental Cost
Note: The Consequence for Protected Assets field is required only when the pressure
relief device protects equipment.
Criticality Leak Deg. Mech. Eval.
Date in Service
Note: If the pressure relief device protects RBI Components, the Operating Pressure field
is populated automatically from the Operating Pressure field in the driving Criticality
Calculator RBI Components record. If, however, the pressure relief device protects
equipment, you must type a value in this field manually.
Operating Temperature
PRD Discharge Location
Service Severity
Driving Component
Note: The Driving Component field must contain a value if the pressure relief device
protects RBI Components.
Note: The Damage Factor Class field must contain a value if the pressure relief device
protects equipment.
Note: The PRD Relief Area field is required and must contain a value greater than zero if
the Multiple PRDs check box is selected.
Note: The PRD Total Relief Area field is required and must contain a value greater than
zero if the Multiple PRDs check box is selected.
Criticality PRD Component - Relief Valve
Inlet Size
Set Pressure
Rated Capacity
They do not contain a Leak Criticality Degradation Mech Evaluation record (i.e.,
a record belonging to the Criticality Leak Deg. Mech. Eval. family).
The table is categorized by the family to which the required fields belong.
PRD Consequence Evaluation
Cost of Fluid
Environmental Cost
Days to Repair
Note: The Consequence for Protected Assets field is required only when the pressure
relief device protects equipment.
Criticality Over Pressure Deg. Mech. Eval.
Date in Service
Note: If the pressure relief device protects RBI Components, the Operating Pressure field
is populated automatically from the Operating Pressure field in the driving Criticality
Calculator RBI Components record. If, however, the pressure relief device protects
equipment, you must type a value in this field manually.
Operating Temperature
Protected Equipment Type
Note: If the pressure relief device protects RBI Components, the Protected Equipment
Type field is populated automatically based upon the value in the Criticality Item Type
field in the driving Criticality Calculator RBI Components record. If, however, the
pressure relief device protects equipment, you must type a value in this field manually.
Driving Component
Note: The Driving Component field must contain a value if the pressure relief device
protects RBI Components.
Note: The Damage Factor Class field must contain a value if the pressure relief device
protects equipment.
Note: The PRD Relief Area field is required and must contain a value greater than zero if
the Multiple PRDs check box is selected.
Note: The PRD Total Relief Area field is required and must contain a value greater than
zero if the Multiple PRDs check box is selected.
Process Tower
Column-Bottom
Any value that contains the word Pipe
Heat Exchanger-Channel
Heat Exchanger
Piping
Heat Exchangers
The value in the Stress Lookup Table field in the associated Criticality Calculator
RBI Components record.
The values in the reference table that corresponds with the values in the Stress
Lookup Table field in the associated Criticality Calculator RBI Components
record.
Specifically, the entire process for determining the value in the Allowable Stress field is
as follows:
1. You create an RBI Criticality Analysis record, which copies values from the
associated Criticality Calculator RBI Components record to the RBI Criticality
Analysis record.
2. The Meridium APM system looks for values in the Stress Lookup Table field in
the associated Criticality Calculator RBI Components record.
3. Depending upon the values in the Stress Lookup Table field, the Meridium APM
system looks for values in a specific reference table.
4. The Meridium APM system maps various values in the RBI Criticality Analysis
record (which were copied in step 1) to values in the reference table to find the
correct value with which to populate the Allowable Stress field in the RBI
Criticality Analysis record.
The following table lists the Criticality Calculator RBI Components fields whose values
are copied to RBI Criticality Analysis fields, and the RBI Criticality Analysis fields to
which they are copied.
Construction Code
BM Year
Code Year
BM Spec
Material Spec
BM Grade
Material Grade
Design Temperature
Design Temperature
The Meridium APM system uses the following reference tables to determine the
appropriate value with which to populate the Allowable Stress field in each RBI
Criticality Analysis record.
Piping Stress
PV Stress
Tank Stress
Note: After you create an RBI Criticality Analysis record, if you modify any of the values
in the RBI Criticality Analysis fields in the preceding table, the value in the Allowable
Stress field will be updated based upon those changes.
MI RBI Administrator or MI RBI Analyst Security Group could perform the export
procedure, enter data in a Microsoft Excel file, and perform the import procedure as a
way to link the new Potential Degradation Mechanisms records to ALL the Criticality
Calculator RBI Components records, and create new RBI Criticality Analysis records for
the Criticality Calculator RBI Components records.
Additionally, if certain individuals in your organization do not have Meridium APM
Security User accounts, but they DO have access to information about inspections or
other work that should be contained in an RBI record, a Security User who is a member
of the MI RBI Administrator or MI RBI Analyst Security Group can perform the export
procedure and distribute the Microsoft Excel file to which the RBI data is exported to
these individuals to record data. After the data is recorded, the Security User who is a
member of the MI RBI Administrator or MI RBI Analyst Security Group can review the
data and perform the import procedure to create new and/or update existing RBI records.
Green represent records that can be created as a result of the import process. It is
important to note that these records can be created only when their associated
Criticality Calculator RBI Components record is linked to an Equipment record
(not an RBI System record).
Yellow represent records that can be linked to Criticality Calculator RBI
Components records as a result of the import process. It is important to note that
the import process can be used to link Potential Degradation Mechanisms records
to Criticality Calculator RBI Components records that are linked to Equipment
records only (not RBI System records), and only Potential Degradation
Mechanisms records that are delivered in the baseline database can be linked to
these Criticality Calculator RBI Components records.
Orange represent records that can be created or updated as a result of the import
process. It is important to note that the import process can be used to update or
create Criticality Calculator RBI Components records that are linked to
Equipment records only (not RBI System records).
2. In the Select Asset ID list, select the Equipment records that you want to export.
In the following image, the Equipment records with the Record IDs HXST 38 and
HXST 39 are selected in the Select Asset ID list.
4. In the File Name text box, specify the name and location of the Microsoft Excel
file to which you want to export the Equipment and associated RBI record data.
The following image shows an example of a Microsoft Excel file specified in the
File Name text box.
You can save a log of the export to an external file by clicking the Save Log button.
6. Click the Close button.
The Export Status window closes, and the RBI Export and Import page returns to focus.
7. Open the Microsoft Excel file to which you exported the data, and enter new data
and/or modify existing data that you want to import to the Meridium APM
Framework.
Information
RBI_Data_Load_Template
Internal_Corrosion
External_Corrosion
You should not delete any of these worksheets. If you delete any of these worksheets, you
will not be able to import data from the Microsoft Excel file.
The spreadsheet template may contain additional worksheets, depending upon the
Potential Degradation Mechanism records that are linked to the Criticality Calculator RBI
Components records that are associated with the Equipment records for which you
performed the export procedure.
With the exception of the Information worksheet, which stores summary information
about the export procedure, certain columns that store information to identify the
Equipment records for which you performed the export procedure and their associated
Criticality Calculator RBI Components records are displayed on all worksheets in the
spreadsheet template. The following table lists these column labels, the fields in the
records to which they correspond, and notes about the columns that must contain values
in order for records to be created and/or updated successfully during the import
procedure.
Column label
Required?
ENTY_ID
Equipment
Yes
ASSET_ENTY_KEY ENTY_KEY
Equipment
Yes
ENTY_KEY
Criticality
Calculator RBI
Components
ASSET_ENTY_ID
ENTY_KEY
Component
Component
Criticality
Calculator RBI
Components
Component
Description
Component
Description
Criticality
Calculator RBI
Components
One column label, COMP_FMLY_ID, does not correspond with a value in a field. This
column displays the Family ID of the family to which the Criticality Calculator RBI
Components record in a given row belongs. This cell must contain a value in rows that
represent new Criticality Calculator RBI Components records that will be created during
the import procedure.
Information Worksheet
The Information worksheet in the spreadsheet template displays summary information
about the export procedure. This worksheet contains the following columns:
USER_ID: Displays the User ID of the Security User who performed the export
procedure.
USER_NAME: Displays the first and last name of the Security User who
performed the export procedure.
DATA_SOURCE: Displays the name of the database from which the export
procedure was performed.
In addition to the columns that are displayed on most worksheets in the spreadsheet
template, additional columns are displayed on the RBI_Data_Load_Template worksheet.
The labels of these columns correspond with field captions in the records listed above.
Some of these columns apply only to certain types of records, and while none of these
cells are required to contain values, if they do contain values, they must meet certain
criteria in order for records to be created and/or updated successfully when you perform
the import procedure. The following table lists:
Column
label/field
caption
Scenario ID
Family
Notes
RBI Criticality
Analysis
N/A
Circuit From
Criticality
Calculator RBI
Component
Circuit To
Criticality
Calculator RBI
Component
Criticality
Component Type Calculator RBI
Component
Criticality
Component Start
Calculator RBI
Date
Component
N/A
Criticality
Calculator RBI
Component
N/A
Criticality
Design Pressure Calculator RBI
Component
N/A
Design
Temperature
Criticality
Calculator RBI
Component
N/A
Design
InnerDiameter
Criticality
Calculator RBI
Component
N/A
Nominal
Thickness
Criticality
Calculator RBI
Component
N/A
Equipment
Family
Criticality
Calculator RBI
Component
Piping
Pressure Vessel
Tank
BM Code
BM Year
BM Spec
BM Grade
Criticality
Calculator RBI
Component
Criticality
Calculator RBI
Component
Criticality
Calculator RBI
Component
Criticality
Calculator RBI
Component
N/A
N/A
Criticality
Calculator RBI
Component
0.35
0.4
0.45
0.5
0.55
0.6
0.65
0.7
0.75
0.8
0.85
0.9
0.95
1.0
N/A
PWHT
Criticality
Calculator RBI
Component
Insulated?
Criticality
Calculator RBI
Component
Insulation Type
Criticality
Calculator RBI
Component
Injection Point
Circuit
Criticality
Calculator RBI
Component
Piping Circuit
Length
Criticality
Calculator RBI
Component
Operating
Pressure
Criticality
Calculator RBI
Component
Operating
Temperature
Criticality
Calculator RBI
Component
N/A
N/A
N/A
Process Fluid
Criticality
Calculator RBI
Component
Initial Fluid
Phase
Criticality
Calculator RBI
Components
Toxic Mixture
Criticality
Calculator RBI
Component
Toxic Model
Criticality
Calculator RBI
Components
Percent Toxic
Criticality
Calculator RBI
Component
Inventory
Criticality
Calculator RBI
Component
Isolation Time
Criticality
Calculator RBI
Component
Detection Time
Criticality
Calculator RBI
Component
Consequence
Near Ignition
Source
Criticality
Consequence
Evaluation
Liquid
Gas
N/A
N/A
N/A
N/A
N/A
N/A
Diked?
Criticality
Consequence
Evaluation
Diked Area
Criticality
Consequence
Evaluation
N/A
N/A
Internal
Corrosion Type
Criticality
Calculator RBI
Component
General
Localized
Pitting
Criticality
Expected Internal
Calculator RBI
Corrosion Rate
Component
Expected
External
Corrosion Rate
Criticality
Calculator RBI
Component
Area Humidity
RBI Criticality
Analysis
Low
Medium
High
Operating
Pressure - Shell
Criticality
Calculator RBI
Components
Operating
Temperature Shell
Criticality
Calculator RBI
Components
Initial Fluid
Phase - Shell
Side
Criticality
Calculator RBI
Components
Criticality
Calculator RBI
Components
Criticality
Toxic Mixture Calculator RBI
Shell Side
Components
Liquid
Gas
Criticality
Calculator RBI
Components
Criticality
Calculator RBI
Components
Leak Type
Criticality
Consequence
Evaluation
Criticality
Toxic Leak Type Consequence
Evaluation
N/A
N/A
Inspection
Interval
Criticality
Consequence
Evaluation
Product Unit
Value
Criticality
Consequence
Evaluation
Fill Height
Criticality
Calculator RBI
Components
Bottom
Thickness
Criticality
Consequence
Evaluation
Criticality
Persistent Fluid? Consequence
Evaluation
N/A
N/A
Criticality
Consequence
Evaluation
Ground
Ground Water
Surface Water
The spreadsheet template contains the following worksheets that display Potential
Degradation Mechanisms data, and in some cases, associated Criticality Degradation
Mech Evaluation data, by default:
Internal_Corrosion
External_Corrosion
Worksheet
Internal_Corrosion
External_Corrosion
Additional Degradation
Mechanisms worksheets
Number of Inspections
Inspection Confidence
Damage Comments
Mech Evaluation values are displayed on this worksheet. Specifically, this worksheet
displays data that is stored in the Criticality Ext. Corr. Deg. Mech. Eval. records that are
associated with the Potential Degradation Mechanisms records that are linked to
Criticality Calculator RBI Components records.
In addition to the columns that are displayed on most worksheets in the spreadsheet
template and the Damage Mechanism column, the following columns are displayed on
the External_Corrosion worksheet. The column labels correspond with Criticality Ext.
Corr. Deg. Mech. Eval. record field captions. The following table lists the labels of the
additional columns that are displayed on the External_Corrosion worksheet and
information for columns whose cells must contain certain values for records to be created
and/or updated successfully when you perform the import procedure.
Column label/field
caption
Notes
Selected Corrosion
Rate
N/A
Insp Date
N/A
Number of
Inspections
N/A
Good
Fair
Poor
A value in this cell is not required, but if it is populated, it must
contain one of the following values:
Coating Quality
Damage Comments
None
Average
Best
N/A
Brittle Fracture
Criticality Calculator Internal Corrosion
Caustic Cracking
When you perform the export procedure for this Equipment record, the spreadsheet
template would contain the following worksheets:
Information
RBI_Data_Load_Template
Internal_Corrosion
External_Corrosion
Brittle_Fracture
Caustic_Cracking
Note that the spreadsheet template would contain the External_Corrosion worksheet
even though none of the Potential Degradation Mechanisms records have a Degradation
Mechanism value of Criticality Calculator External Corrosion, because the spreadsheet
template contains the External_Corrosion worksheet by default.
In addition to the columns that are displayed on most worksheets, additional columns are
displayed on these worksheets depending upon the type of Criticality Degradation Mech
Evaluation record that corresponds with the Potential Degradation Mechanisms record.
Additionally, if an RBI Criticality Analysis record exists for the associated Criticality
Calculator RBI Component record, the columns that correspond with Criticality
Degradation Mech Evaluation fields contain values.
Damage Mechanism
Initial Potential
Inspection Date
Number of Inspections
Inspection Confidence
Cyanides?
Damage Comments
In order for values in Criticality Env. Crack. Deg. Mech. Eval. records to be updated
successfully when you perform the import procedure, values in cells in the Damage
Mechanism column on these worksheets must match the value in the Degradation
Mechanism field in a Potential Degradation Mechanisms record whose DM Methodology
value is Criticality Env. Crack. Deg. Mech. Eval.
Damage Mechanism
Probability Category
Damage Comments
In order for values in Criticality Other Damage Mech. Eval. records to be update
successfully when you perform the import procedure, values in cells in the Damage
Mechanism column on these worksheets must match the value in the Degradation
Mechanism field in a Potential Degradation Mechanism record whose DM Methodology
value is Criticality Other Damage Mech. Eval.
Continuing with the example at the beginning of this topic, the Brittle_Fracture
worksheet in the spreadsheet template would contain the following columns because a
Potential Degradation Mechanisms record with the Degradation Mechanism value Brittle
Fracture corresponds with a Criticality Other Damage Mech. Eval. record:
Damage Mechanism
Probability Category
Damage Comments
Additionally, the value in the Damage Mechanism cell on this worksheet should be
Brittle Fracture.
Continuing further with the example, the Caustic_Cracking worksheet in the spreadsheet
template would contain the following columns because a Potential Degradation
Mechanisms record with the Degradation Mechanism value Caustic Cracking
corresponds with a Criticailty Env. Crack. Deg. Mech. Eval. record:
Damage Mechanism
Initial Potential
Inspection Date
Number of Inspections
Inspection Confidence
Cyanides?
Damage Comments
Additionally, the value in the Damage Mechanism cell on this worksheet should be
Caustic Cracking.
Create new or update existing Criticality Calculator RBI Components records that
are linked to an Equipment record for which you performed the export procedure.
Create new links between Potential Degradation Mechanisms records that are
provided in the baseline Meridium APM database to a given Criticality Calculator
RBI Components record.
Create new RBI Criticality Analysis records that are linked to a given Criticality
Calculator RBI Components record.
Create new Criticality Degradation Mech Evaluation records from new analysis
data.
It is important to note that beyond the fields that are required to import data to create new
or update existing RBI records, no validation is performed on any other fields in these
records. For this reason, it is important that you populate the Microsoft Excel file that you
will use to import data according to the guidelines defined in this documentation.
Repeat these steps for each Criticality Calculator RBI Components record that you want
to create.
In the Microsoft Excel file to which you exported RBI data, on the
RBI_Data_Load_Template worksheet, in the row representing the Criticality
Calculator RBI Component record that you want to modify, modify existing
values or enter new values in the columns that correspond with Criticality
Calculator RBI Components records.
Repeat these steps for each Criticality Calculator RBI Components record that you want
to update.
An Equipment record, Equipment A, is linked to a Criticality RBI Component Cylindrical Shell record, Cylindrical Shell 1. Cylindrical Shell 1 is linked to two
Potential Degradation Mechanisms records containing the following values in the
Degradation Mechanism field:
Brittle Fracture
An Equipment record, Equipment B, is linked to a Criticality RBI Component Cylindrical Shell record, Cylindrical Shell 2. Cylindrical Shell 2 is linked to two
Potential Degradation Mechanisms records containing the following values in the
Degradation Mechanism field:
Caustic Cracking
After you have performed the export procedure for these Equipment records and you are
working in the spreadsheet template, if you want to link a Potential Degradation
Mechanisms record with the Degradation Mechanism value Brittle Fracture to
Cylindrical Shell 2, you would do so by adding a row to the Brittle_Fracture worksheet in
the spreadsheet template, which exists because of the corresponding Potential
Degradation Mechanisms record that is linked to Cylindrical Shell 1.
Continuing with the example, if you wanted to link a Potential Degradation Mechanisms
record with the Degradation Mechanism value Carbonate Cracking to Cylindrical Shell 1
or Cylindrical Shell 2, you would need to create an additional worksheet in the
spreadsheet template because this type of Potential Degradation Mechanisms record is
not already linked to either of the Criticality Calculator RBI Components records, and
therefore the spreadsheet template does not contain a corresponding worksheet.
Continuing further with the example, if you wanted to link a Potential Degradation
Mechanisms record with the Degradation Mechanism value Criticality Calculator
External Corrosion to Cylindrical Shell 1 or Cylindrical Shell 2, you would do so by
adding a row to the External_Corrosion worksheet, which is always included in the
spreadsheet template.
Regardless of the worksheet that you use to link a Potential Degradation Mechanisms
record to a Criticality Calculator RBI Components record, when you perform the import
procedure:
An RBI Criticality Analysis record will be created and linked to the associated
Criticality Calculator RBI Components record.
A Criticality Degradation Mechanism Evaluation record is created and linked to
the RBI Criticality Analysis record.
1. In the Microsoft Excel file to which you exported RBI data, create a new
worksheet. You should label the worksheet in a way that it is clear to users of the
Microsoft Excel file that the worksheet corresponds with a Potential Degradation
Mechanisms record with a certain Degradation Mechanism value.
For example, if you are creating a worksheet to link a Potential Degradation Mechanisms
record with a Degradation Mechanism value of Carbonate Cracking to a Criticality
Calculator RBI Components record, you might label the worksheet Carbonate_Cracking.
2. Beginning with the first column in the spreadsheet, create the following column
labels in the following order:
o ASSET_ENTY_ID
o
ASSET_ENTY_KEY
COMP_FMLY_ID
ENTY_KEY
Component
Component Description
Damage Mechanism
3. In the second row, in the ASSET_ENTY_ID cell, type the Entity ID of the
Equipment record to which the Criticality Calculator RBI Components record is
linked.
4. In the ASSET_ENTY_KEY cell, type the Entity Key of the Equipment record to
which the Criticality Calculator RBI Components record is linked.
5. In the COMP_FMLY_ID cell, type the Family ID of the Criticality Calculator
RBI Components record to which you want to link the Potential Degradation
Mechanisms record.
6. If you are linking a Potential Degradation Mechanisms record to:
o
To remove the link between a Potential Degradation Mechanism record and a Criticality
Calculator RBI Components record:
1. In the Microsoft Excel file to which you exported RBI data, select the worksheet
that corresponds with the Degradation Mechanism value in the Potential
Degradation Mechanisms record whose link to a Criticality Calculator RBI
Components record you want to remove.
For example, if you want to remove the link between a Criticality Calculator RBI
Components record and a Potential Degradation Mechanisms record with a Degradation
Mechanism value of Carbonate Cracking, you would select the Carbonate_Cracking
worksheet.
2. In the row associated with the Criticality Calculator RBI Components record
whose link to a Potential Degradation Mechanisms record you want to remove,
clear the cell in the Damage Mechanism column.
-orDelete the row associated with the Criticality Calculator RBI Components record whose
link to a Potential Degradation Mechanisms record you want to remove.
When you perform the import procedure:
For which you created or removed a link to one or more Potential Degradation
Mechanisms records.
Additionally, the following records are created and linked to the new RBI Criticality
Analysis records that are created during the import procedure:
modify existing values or enter new values in the columns that correspond with
Criticality Degradation Mech Evaluation fields.
When you perform the import procedure:
Repeat these steps for each existing Criticality Degradation Mech Evaluation record that
you want to create from an existing Criticality Degradation Mech Evaluation record.
2. In the row representing the Potential Degradation Mechanisms record that you
linked to a Criticality Calculator for which you want to create a new Criticality
Degradation Mech Evaluation record, enter values in the cells in columns that
correspond with Criticality Degradation Mech Evaluation fields.
When you perform the import procedure:
Repeat these steps for each existing Criticality Degradation Mech Evaluation record that
you want to create from scratch.
record will be created and a new Criticality Consequence Evaluation record will be
created and linked the RBI Criticality Analysis record.
To create a new Criticality Consequence Evaluation record from an existing record:
1. In the Microsoft Excel file to which you exported RBI data, select the
RBI_Data_Load_Template worksheet.
2. In the row containing the Criticality Consequence Evaluation data from which
you want to create a new Criticality Consequence Evaluation record, modify
existing values or enter new values in the cells in columns that correspond with
Criticality Consequence Evaluation fields.
When you perform the import procedure:
Repeat these steps for each existing Criticality Consequence Evaluation record from
which you want to create new Criticality Consequence Evaluation records.
You can save a log of the import by clicking the Save Log button.
4. Click the Close button.
The Import Status window closes, and the RBI Export and Import page returns to focus.
RBI records are created and/or updated based upon the data specified in the selected
Microsoft Excel file.
...indicates that:
Component is inactive.
Component skipped.
HXST 144
HXST 145
HXST 146
On the Export tab on the RBI Export and Import page, you specify that you want to
export the data for these records and their associated RBI records, and you specify a file
to which the data should be exported. The following image shows an example of the RBI
Export and Import page with this information specified.
You perform the export procedure, and the data for the selected records is exported to the
Microsoft Excel file that you specified. The following image shows an example of the
Internal_Corrosion worksheet selected in the Microsoft Excel file to which the data was
exported.
Note that a Potential Degradation Mechanisms record with the Degradation Mechanisms
value Criticality Calculator Internal Corrosion is linked to all Criticality Calculator RBI
Components records except the Criticality Calculator RBI Components record with the
Component value RBIComp-~CRUDE-HVY.ATMOS.GAS POIL~HXST144-EB-861,
which is linked to the Equipment record with Equipment ID HXST 144.
You want this Criticality Calculator RBI Components record to be linked to a Potential
Degradation Mechanisms record with the Degradation Mechanisms value Criticality
Calculator Internal Corrosion, so on the Internal_Corrosion worksheet, you add a row for
the Criticality Calculator RBI Components record with the Component value RBIComp-
You also want a Potential Degradation Mechanisms record with the Degradation
Mechanism value Caustic Cracking to be linked to each Criticality Calculator RBI
Components record, so you add one additional worksheet, labeled Caustic_Cracking,
and you create one row for each Criticality Calculator RBI Components record. The
following image shows an example of the Caustic_Cracking worksheet with this new
data defined.
You save the updates to the Microsoft Excel file, and you specify that this file should be
used to import data. The following image shows an example of the Import tab on the RBI
Export and Import page with this information specified.
When you import the data, based upon the data that you specified in the Microsoft Excel
file:
An RBI Criticality Analysis record is created and linked to ALL of the Criticality
Calculator RBI Components records.
The Meridium APM system automatically calculates the value in the Calculated
Inventory field in the following Criticality Calculator RBI Components records:
The formula that is used to determine Calculated Inventory depends upon the value in the
Initial Fluid Phase field in the Criticality Calculator RBI Components record.
If the value in the Initial Fluid Phase field is Gas, the Calculated Inventory for
gases formula is used.
If the value in the Initial Fluid Phase field is Liquid, the Calculated Inventory for
liquids formula is used.
You can specify that the Calculated Inventory value be used to populate the Inventory
field in the associated Criticality Consequence Evaluation record by setting the Use
Calculated Inventory field in the Criticality Consequence Evaluation to True.
P is the value in the Operating Pressure field in the Criticality Calculator RBI
Components record.
V is the Volume that is calculated for the gas that is associated with the Criticality
Calculator RBI Components.
MolWt is the MolWt defined by the RepresentativeFluids reference table for the
fluid specified in the Process Fluid field in the Criticality Calculator RBI
Components record.
T is the value in the Operating Temperature field in the Criticality Calculator RBI
Components record.
Process Fluid: CO
Based upon these values, Calculated Inventory for gases would be calculated like this:
Calculated Inventory for gases = (P x V) / ((R / Mol Wt) x (T + 459.67))
Calculated Inventory for gases = (500 x 6,785.8401) / ((1,545 / 28) x (100 + 459.67))
Calculated Inventory for gases = (3,392,920.05) / (30,881.8071)
Density is determined for the Process Fluid in the Criticality Calculator RBI
Components record according to the RepresentativeFluids reference table.
Volume is the value in the Volume field in the associated Criticality Consequence
Evaluation record.
Based upon these values, Calculated Inventory for liquids would be calculated like this:
Calculated Inventory for liquids = Density x Volume
Calculated Inventory for liquids = 49 x 1,3636.2677
Calculated Inventory for liquids = 65,477.1177
Volume
Volume is calculated in Criticality Consequence Evaluation records using values that are
stored in the associated Criticality Calculator RBI Components record. Volume is used an
input to the calculations for Calculated Inventory for gases and liquids.
Volume is calculated using one of two calculations, depending upon the value in the
Component Type field in the associated Criticality Calculator RBI Components record.
The following equation is used to calculate volume for the following Criticality
Calculator RBI Components records that contain a value other than Storage Tanks in the
Component Type field:
r = Diameter InnerDiameter
l = Length
For example, consider a Criticality Calculator RBI Components record with the following
values:
Length: 2400
r = Diameter InnerDiameter
h = Fill Height
For example, consider a Criticality Calculator RBI Component - Tank Bottom record
with the following values:
Inspection Priority
When you calculate an RBI Analysis, in each RBI Degradation Mechanisms record that is
linked to the RBI Criticality Analysis record, the values in the following fields are
calculated automatically:
Probability of Failure
Combined Consequence
Together, the values are used to determine the Inspection Priority, which is stored in the
Inspection Priority (Unmitigated Risk) field in the same RBI Degradation Mechanisms
record.
Specifically, to determine the Inspection Priority, the Probably of Failure and Combined
Consequence are plotted on a matrix that looks like this:
Note: You can view this matrix by viewing the Criticality Analysis datasheet for the RBI
Criticality Analysis family.
For example, suppose the calculated Probability of Failure is 5 and the calculated
Combined Consequence is B. In the matrix, if you were to view the cell at the
intersection of the probability row of 5 and the consequence column of B, you would see
the number 19.
If you were to view the Degradation Mechanisms datasheet for this RBI Degradation
Mechanisms record, you would see these same values, where 19 is the Inspection
Priority, as shown in the following image.
When you calculate an RBI Analysis, the unmitigated risk and unmitigated financial risk
for each RBI Degradation Mechanisms record is calculated automatically and stored in
the RBI Degradation Mechanisms record. The calculation is performed using Risk
Translation records.
Note: If the administrative Risk Assessment check box is selected and you have created a
custom calculator (a non-baseline calculator), the Risk Matrix will also be populated with
unmitigated risk values. This documentation does not explain how to create a custom
calculator for this purpose. It assumes that if you want unmitigated risk to be displayed in
the Risk Matrix, you have created your own calculator and that you understand how it
calculates and displays unmitigated risk in the Risk Matrix. This documentation explains
only how unmitigated risk is calculated and stored in RBI Degradation Mechanisms
records using Risk Translation records.
Unmitigated Risk
When you calculate an RBI Analysis, the Meridium APM system locates the Criticality
Consequence Evaluation record to which it is linked. In that Criticality Consequence
Evaluation record, the following fields contain a value, which represents a consequence
on the same Risk Matrix that was used to calculate the Inspection Priority:
Note: The Environmental Consequence Category field will contain a value only if the
Criticality Calculator RBI Components record contains the value Storage Tank - Bottom
in the Component Type field.
To determine the unmitigated risk for each RBI Degradation Mechanisms record, the
Meridium APM system plots the following values on the Risk Matrix to determine a
temporary unmitigated risk value:
The Meridium APM system then locates the Risk Translation record with this temporary
unmitigated risk value in the Source Risk Rank field and the value No (N) in the
Financial? field. The value in the Risk Matrix Rank field in that Risk Translation record
is then displayed on the Risk Details tab of the Degradation Mechanism datasheet, at the
intersection of the Unmitigated Risk row and Strategy Risk Rank column.
For instance, consider the following example, where a Criticality Consequence
Evaluation record contains the following values:
Of the three values, when plotted on the Risk Matrix, B represents the highest
consequence.
In addition, in the RBI Degradation Mechanisms record Criticality Calculator External
Corrosion, the Probability of Failure is 5:
The consequence B and the Probability of Failure 5 are then plotted on the Risk Matrix to
determine a temporary unmitigated risk value. Where they two values intersect, the value
19 appears, as shown in the following image.
The value 19 is then compared to the values in the Source Risk Rank field in Risk
Translation records. The Risk Translation record with the value 19 in the Source Risk
Rank field is shown in the following image.
From this image, you can see that the value in the Risk Matrix Rank field is 10.
If you were to view the Degradation Mechanism datasheet for this RBI Degradation
Mechanisms record, you would see the value 10 on the Risk Details tab.
Note: The Product Leak Consequence field will contain a value only if the Criticality
Calculator RBI Components record contains the value Heat Exchanger - Bundle in the
Component Type field.
To determine the unmitigated financial risk for each RBI Degradation Mechanisms
record, the Meridium APM system plots the following values on the Risk Matrix to
determine a temporary unmitigated financial risk value:
The Meridium APM system then locates the Risk Translation record with this temporary
unmitigated risk value in the Source Risk Rank field and the value Yes (Y) in the
Financial? field. The value in the Risk Matrix Rank field in that Risk Translation record
is then displayed on the Risk Details tab of the Degradation Mechanism datasheet, at the
intersection of the Unmitigated Financial Risk row and Strategy Risk Rank column.
For instance, consider the following example, where a Criticality Consequence
Evaluation record contains the following values:
Because there is no Product Leak Category value, C represents the highest consequence
when plotted on the Risk Matrix.
In addition, in the RBI Degradation Mechanisms record Criticality Calculator External
Corrosion, the Probability of Failure is 5, as shown in the following image.
The consequence C and the Probability of Failure 5 are then plotted on the Risk Matrix to
determine a temporary unmitigated financial risk value. Where they two values intersect,
the value 22 appears:
The value 22 is then compared to the values in the Source Risk Rank field in Risk
Translation records. The Risk Translation record with the value 22 in the Source Risk
Rank field is shown in the following image.
From this image, you can see that the value in the Risk Matrix Rank field is 5.
If you were to view the Degradation Mechanism datasheet for this RBI Degradation
Mechanisms record, you would see the value 5 on the Risk Details tab.
The number of Inspection records that you assigned to the associated degradation
mechanism.
The values that exist in the Inspection Confidence fields in those Inspection
records.
The confidence equivalence factor that applies to those inspection confidence
values.
The confidence equivalence factor (EF) is determined using a standard set of confidence
values and equivalence numbers that are presented in a matrix format. This concept is
best understood through an example.
Example
Consider the scenario where a Criticality Degradation Mech Evaluation record is linked
to six Inspection records, where:
Two of those records contain the value Very High in the Inspection Confidence
field.
Four of those records contain the value Medium in the Inspection Confidence
field.
Hint: The Inspection Confidence field is not shown on the baseline Inspection datasheets.
You can see the value by adding the field to the datasheet or creating a query that
includes it.
To determine the value in the Equivalent Number of Inspections field, the following
equation is used (where EF stands for equivalency factor):
Equivalent Number of Inspections = (Very High EF x # Inspections with Very High
Confidence) + (High EF x # Inspections with High Confidence) + (Medium EF x #
Inspections with Medium Confidence) + (Low EF x # Inspections with Low Confidence)
To simplify the documentation, we will focus on the # Inspections with <Confidence
Value> Confidence part of the equation first.
Using the example with six Inspection records (two Very High and four Medium), the
equation would look like this:
High
Medium
Low
Confidence
Confidence
Confidence
Confidence
Very High EF
N/A
N/A
N/A
High EF
.333
N/A
N/A
Medium EF
.111
.333
N/A
Low EF
.037
.111
.333
First, the Meridium APM system determines the highest confidence among the Inspection
records that are included in the equation. In our example, since two of the Inspection
records have a Very High confidence and four have a Medium confidence, Very High is
the highest confidence among those records. So, in the matrix, the Meridium APM
system finds the column containing the confidence level Very High. In the table below,
this column is colored orange.
Very High
High
Medium
Low
Confidence
Confidence
Confidence
Confidence
Very High EF
N/A
N/A
N/A
High EF
.333
N/A
N/A
Medium EF
.111
.333
N/A
Low EF
.037
.111
.333
The numbers in this column are then used to determine the equivalency factors to plug
into the equation. So far, the equation looks like this:
Equivalent Number of Inspections = (Very High EF x 2) + (Medium EF x 4)
...where:
Very High EF is the value at the intersection of the Very High EF row and the
Very High Confidence column.
Medium EF value is the value at the intersection of the Medium EF row and the
Very High Confidence column.
In this case:
Very High EF = 1
Medium EF = .111
You can see these numbers in blue in the table below. Note that because their values are
not used in the equation, the remaining columns have been removed from the table to
simplify the example.
Very High
Confidence
Very High EF
High EF
.333
Medium EF
.111
Low EF
.037
Understanding now how the Very High EF and Medium EF values are derived, we can
now look at the entire equation again.
Equivalent Number of Inspections = (Very High EF x # Inspections with Very High
Confidence) + (Medium EF x # Inspections with Medium Confidence)
Equivalent Number of Inspections = (Very High EF x 2) + (Medium EF x 4)
Equivalent Number of Inspections = (1 x 2) + (.111 x 4)
Equivalent Number of Inspections = 2 + .444
Queries Folder
Mapping Queries Folder
Strategies Folder
Report Queries
Reports
Queries Folder
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Queries contains
the queries listed in the following table. In this table, the values listed in the Query
column refer to the query names. The baseline query captions are the same as the query
names.
IMPORTANT: You should not modify the name of these queries or move them to
another Catalog folder.
Query
Export RBI
Components by
Asset
Used to return results on the RBI Component List page. In the baseline
Meridium APM database, the Manage RBI Components query is
configured to return Criticality Calculator RBI Components records
that are linked to Equipment records.
Used to return results on the RBI System List page. In the baseline
Meridium APM database, the Manage RBI System query is configured
Manage RBI System to return RBI System records that are linked to Functional Location
records. Specifically, the Process Unit prompt is designed to filter these
Functional Location records to display only units.
Recommendations
by Asset
View All
Recommendations
Represent a unit.
Query
Flammable Consequence
Mapping
RBI-CNAFC Query
MI_CCRBICEB
RBI-CNAFC Query
MI_CCRBICOM
RBI-CNAFC Query
MI_CCRBICPI
RBI-CNAFC Query
MI_CCRBICTB
Query
Appendix B Defines the criticality item types for which the Policy record
Component Type Filter Appendix_B will be used to generate RBI Recommendation records
automatically.
Defines the criticality item types for which the Policy record
Appendix D Appendix_D will be used to generate RBI Recommendation records
Component Type Filter
automatically.
Defines the criticality item types for which the Policy record
Appendix E Appendix_E will be used to generate RBI Recommendation records
Component Type Filter
automatically.
Defines the criticality item types for which the Policy record
Appendix F Appendix_F will be used to generate RBI Recommendation records
Component Type Filter
automatically.
Defines the criticality item types for which the Policy record
Appendix G Appendix_G will be used to generate RBI Recommendation records
Component Type Filter
automatically.
Defines the criticality item types for which the Policy record
Appendix H Appendix_H will be used to generate RBI Recommendation records
Component Type Filter
automatically.
Defines the criticality item types for which the Policy record
Appendix I Appendix_I will be used to generate RBI Recommendation records
Component Type Filter
automatically.
Defines the criticality item types for which the Policy record
PRD Strategies PRD_Strategies will be used to generate RBI Recommendation
Component Type Filter
records automatically.
Strategies Folder
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Queries\Strategies
is empty by default. This folder is meant to contain queries that you want to use to
generate RBI Recommendation records. If you want to generate RBI Recommendation
records, you must store the associated queries in this folder.
IMPORTANT: You should not modify the name of this folder.
Report Queries
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Report Queries
contains the queries listed in the following table. In this table, the values listed in the
Query column refer to the query names. The baseline query captions are the same as the
query names.
Query
Inspection
Group Report
Query
After displaying a prompt for an Entity Key, returns the Asset Group and
Grouping Element records that are linked to the record with the specified
Entity Key. This query supports the report Inspection Group Report that is
stored in the Reports folder.
Inspection
Group Report
Sub Query
After displaying a prompt for an Entity Key, returns the Grouping Element
records that are linked to the record with the specified Entity Key. This
query supports the Inspection Group Report that is stored in the Reports
folder.
Reports
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Reports contains
the reports listed in the following table. In this table, the values listed in the Report
column refer to the report names. The baseline report captions are the same as the report
names.
Report
Inspection Group
Report
Inspection Task
In an RBI workflow, Inspection Task records can be created from or linked to RBI
Recommendation records, and they store information about inspections that you will
perform for locations or equipment that you analyze in RBI. The information in the table
reflects the baseline state and behavior of these fields. This list is not comprehensive.
Instead, this table lists only the fields whose behavior differs from the root Task family
fields because of rules that are defined specifically for Inspection Task records or for
Inspection Task records that are created from or linked to RBI Recommendation records.
Data
Type
Field
Asset ID
Desired
Interval
Description
Override Interval
Reoccurring
This is a disabled field that the Meridium
APM system populates automatically with
Character The source of the
value in the Desired one of the following values that are stored in
the INSM (Inspection Interval Types) System
Interval field.
Code Table:
Desired
Interval
Basis
Desired
Interval
UOM
Last Date
Date
Max
Interval
Max
Interval
UOM
Next Date
Date
Override
Interval
Desired Interval
Last Date
Next Date
Override Interval
When you create an Inspection Task record
from an RBI Recommendation record or link
an RBI Recommendation record to an
existing Inspection Task record, this field is
populated automatically with the
Recommended Inspection Scope value in the
RBI Recommendation record.
Task Type
Indicates whether or
not the Min Date and
Unconstrain
Max Date fields will
Min/Max
Logical be populated
Dates
automatically by the
Meridium APM
system.
Asset Group
Asset Group records store information about the Inspection Groups that you create for
RBI Components that meet certain criteria. The information in the table reflects the
baseline state and behavior of fields that exist in the Asset Group family.
Data
Type
Field
Corrosion
Type
Description
Creation
Date
Date
Name
TANKS (Tanks)
Unit: RBIT-UNITB
Corrosion Type: Corrosion Under
Insulation
Risk
Category
HIGH (High)
MEDIUM HIGH (Medium High)
MEDIUM (Medium)
LOW (Low)
The Record ID of
the Functional
Location record that
This field is populated automatically when you
is linked to the
Character
create an Inspection Group. This field is
Asset Group record
always disabled on the Asset Group datasheet.
(i.e., associated with
the Inspection
Group).
Unit
Grouping Element
Grouping Element records store information about the RBI Components included in an
Inspection Group. The information in the table reflects the baseline state and behavior of
fields that exist in the Grouping Element family. This list is not comprehensive.
Data
Type
Field
Description
Analysis
Asset
Component
Design
Pressure
Design
Temperature
Exists In
Higher Risk
Category
Initial Wall
Thickness
Inspection
Priority
Operating
Pressure
Operating
Temperature
System
Selected
Wall Ratio
Description
Description
Policy
Input
Node
Name
Source
Family
Source
Field
Meridium
Reference Table
record
Inspection Strategies
Piping Stress
Use
Notes
PV Stress
Tank Stress
Piping Stress
Records in the Piping Stress family make up the Piping Stress reference table, which the
Meridium APM system uses to locate the appropriate Allowable Stress value for RBI
Criticality Analysis records that are linked to Criticality Calculator RBI Components
records whose Stress Lookup Table field contains the value Piping.
The following table provides a list and description of the fields that exist in the Piping
Stress family that are used to determine the Allowable Stress value in the RBI Criticality
Analysis record. Three additional fields, Material Type, Minimum Tensile Strength, and
Minimum Tensile Yield exist in the Piping Stress family, but they are not used to
determine the Allowable Stress value. The information in the table reflects the baseline
state and behavior of these fields.
Data
Type
Field
Allowable
Stress
Description
Code Year
Construction Code
Design Temperature
Material Grade
Material Spec
Code Year
PV Stress
Records in the PV Stress family make up the PV Stress reference table, which the
Meridium APM system uses to locate the appropriate Allowable Stress value for RBI
Criticality Analysis records that are linked to Criticality Calculator RBI Components
records whose Stress Lookup Table field contains the value Pressure Vessel.
The following table provides a list and description of the fields that exist in the PV Stress
family that are used to determine Allowable Stress in RBI. Three additional fields,
Material Type, Minimum Tensile Strength, and Minimum Tensile Yield exist in the
Piping Stress family, but they are not used to determine the Allowable Stress value. The
information in the table reflects the baseline state and behavior of these fields. The
information in the table reflects the baseline state and behavior of these fields.
Data Type
Field
Allowable
Stress
Corresponding
RBI Criticality
Analysis field
Number
Description
The maximum
amount of
pressure that can
safely be
withstood by a
component.
Code Year
Construction Code
Design Temperature
Material Grade
Material Spec
Code Year
Character
Material
Grade
Character
Material
Character
Specification
The material
specification of
the component.
Metal
Number
Temperature
Minimum
Tensile
Strength
Minimum
Yield
Strength
The temperature
of the metal of
which the
component is
made.
Number
Number
Tank Stress
Records in the Tank Stress family make up the Tank Stress reference table, which the
Meridium APM system uses to locate the appropriate Allowable Stress value for RBI
Criticality Analysis records that are linked to Criticality Calculator RBI Components
records whose Stress Lookup Table field contains the value Tank.
The following table provides a list and description of the fields that exist in the Tank
Stress family that are used to determine the Allowable Stress value in the RBI Criticality
Analysis record. Three additional fields, Material Type, Minimum Tensile Strength, and
Minimum Tensile Yield exist in the Piping Stress family, but they are not used to
determine the Allowable Stress value. The information in the table reflects the baseline
state and behavior of these fields.
Data Type
Field
Corresponding
RBI Criticality
Analysis field
Description
Allowable
Stress
Number
The maximum
amount of
pressure that can
safely be
withstood by a
component.
Code Year
Construction Code
Design Temperature
Material Grade
Material Spec
Code Year
Character
Material
Grade
Character
Material
Character
Specification
The material
specification of
the component.
Metal
Number
Temperature
The temperature
of the metal of
which the
component is
made.
Number
Number
The RBI values that are used to select the appropriate Policy record.
The RBI values that are used as inputs to Policy Record logic.
This section of the documentation assumes that the following settings are enabled on the
Administrative Tasks page:
The first column represents values that are stored in source RBI Degradation
Mechanisms records and mapped to RBI Strategy Mapping Configuration
records.
The second column represents values that are stored in source RBI Criticality
Analysis records and satisfy the criteria defined in queries that are stored in the
Catalog location \\Public\Meridium\Modules\Risk Based
Inspection\Queries\Policy Queries.
The third column represents values that are stored in RBI Strategy Mapping
Configuration records.
The fourth column represents values that are stored in the specified source records
and whose field and family IDs are mapped to RBI Strategy Mapping Details
records. (See the topic about RBI values that are used as inputs to Policy record
logic for more information.)
Note: The Meridium APM RBI Best Practice assumes that you will use the RBI Strategy
Mapping Configuration records, RBI Strategy Mapping Details records, and policy
queries that Meridium, Inc. provides and that you will not modify them.
...this Policy
record will be
Additional fields that
If the RBI Strategy
used by the
...and the associated
must contain a value
Mapping Configuration
Meridium APM
policy query specifies
for the Policy record to
record specifies this
system (as
this Criticality Item
be used to generate
Degradation
specified in the
Type value:
RBI Recommendation
Mechanism value:
associated RBI
records
Strategy Mapping
Details record):
Criticality Calculator
Internal Corrosion
Air Cooled
ExchangerHeader
Air Cooled
Exchanger-Tbs
Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
General
Corrosion field
in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
Non-Intrusive
Requirement
Met field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Storage Tank
Bottom
Heat
ExchangerBundle
Any value
associated with
a pipe1
Any value
associated with
a pressure
relief device2
Note: Values
associated with
pressure relief devices
are not excluded by
the associated policy
query. Instead, these
criticality item types
are not valid for an
RBI Analysis whose
degradation
mechanism is
Criticality Calculator
Internal Corrosion.
Appendix_B
Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
General
Corrosion field
in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
Non-Intrusive
Requirement
Met field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Criticality Calculator
Internal Corrosion
Air Cooled
ExchangerHeader
Appendix_D
Air Cooled
Exchanger-Tbs
Criticality Calculator
Internal Corrosion
Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
General
Corrosion field
in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Insulated field
in the
associated RBI
Criticality
Analysis record
Appendix_F
Storage Tank
Bottom
Heat
ExchangerBundle
Insulation
Damage field in
the associated
Criticality Ext.
Corr. Deg.
Mech. Eval.
record
Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
Any value
associated with
a pressure
relief device2
Note: Values
associated with
pressure relief devices
are not excluded by
the associated policy
query. Instead, these
criticality item types
record
Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
Damage
Mechanism
field in the
associated
Criticality Env.
Crack. Deg.
Mech. Eval.
record
Damaged At
Last Inspection
field in the
associated
Criticality Env.
Crack. Deg.
Mech. Eval.
record
Is Entry
Possible field in
the associated
Criticality Env.
Amine Cracking
(ASCC)
Carbonate
Cracking
Caustic
Cracking
Chloride Stress
Corrosion
Cracking (CI
SCC)
Hydrogen Stress
Cracking (HSC)
- Hydrofluoric
Acid
Polythionic Acid
SCC (PTA)
Sulfide Stress
Cracking (SSC)
Wet H2S
(Blistering,
SOHIC, SCC)
Air Cooled
ExchangerHeader
Air Cooled
Exchanger-Tbs
Heat
ExchangerBundle
Crack. Deg.
Mech. Eval.
record
PT or MT
Access field in
the associated
Criticality Env.
Crack. Deg.
Mech. Eval.
record
Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
Heat ExchangerBundle
Appendix_H
Amine Cracking
(ASCC)
Carbonate
Cracking
Caustic
Cracking
Chloride Stress
Corrosion
Cracking (CI
SCC)
Hydrogen Stress
Cracking (HSC)
- Hydrofluoric
Acid
Polythionic Acid
SCC (PTA)
Sulfide Stress
Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Cracking (SSC)
Wet H2S
(Blistering,
SOHIC, SCC)
Criticality
Calculator
Internal
Corrosion
Criticality
Calculator
External
Corrosion
Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record
Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Amine Cracking
(ASCC)
Carbonate
Cracking
Caustic
Cracking
Chloride Stress
Corrosion
Cracking (CI
SCC)
Hydrogen Stress
Cracking (HSC)
- Hydrofluoric
Acid
Polythionic Acid
SCC (PTA)
Sulfide Stress
Cracking (SSC)
Wet H2S
(Blistering,
SOHIC, SCC)
Criticality
Calculator
Internal
Corrosion
Criticality
Calculator
External
Corrosion
Blocked
Discharge
Blocked
Discharge Admin Control
Control Valve
Failure (Fail
Opposite)
Control Valve
Failure (Fail
Safe)
Electrical Power
Failure
Exchanger Tube
Rupture
Fire
Liquid Overfill
Liquid Overfill -
Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Admin Control
Loss of Cooling
Runaway
Reaction
Thermal Relief
Tower Pump
Failures
Leak
1.
Any Criticality Item Type value associated with a pipe includes any of the
following values: 1/2" Pipe, 3/4" Pipe, 1" Pipe, 1.25" Pipe, 1.5" Pipe, 2" Pipe, 2.5" Pipe,
3" Pipe, 4" Pipe, 5" Pipe, 6" Pipe, 8" Pipe, 10" Pipe, 12" Pipe, 14" Pipe, 16" Pipe, 18"
Pipe, 20" Pipe, 24" Pipe, 26" Pipe, 28" Pipe, 30" Pipe, 32" Pipe, 34" Pipe, 36" Pipe, 40"
Pipe, 42" Pipe, 48" Pipe, 54" Pipe, 56" Pipe, 60" Pipe, 90" Pipe, or102" Pipe.
2.
Any Criticality Item Type value associated with a pressure relief device includes
any of the following values: Conventional PRD, Balanced Bellows PRD, Pilot-Operated
PRD, PRD with Rupture Disk, and Rupture Disk Only.
For an Inspection
Group whose
Corrosion Type
is:
Corrosion Under
Insulation
Family
Corresponding Input
Node
Component Type
Half-Life
Field
Appendix_B
General Corrosion
General Corrosion
RBI Degradation
Mechanisms
Inspection Priority
Component Type
Half-Life
General Corrosion
General Corrosion
RBI Degradation
Mechanisms
Inspection Priority
Component Type
Half-Life
General Corrosion
General Corrosion
RBI Degradation
Mechanisms
Inspection Priority
Component Type
Appendix_D
Appendix_E
Appendix_F
Mech. Eval.
Inspection Priority (Unmitigated Risk)
RBI Degradation
Mechanisms
Inspection Priority
Insulated
Insulated
Insulation Damage
Appendix_G
Criticality Item Type
Component Type
Evidence of
Cracking
Damage Mechanism
Internal Inspection
Half-Life
RBI Degradation
Mechanisms
Inspection Priority
Is Entry Possible
Is Entry Possible
PT or MT Access
PT or MT Access
Component Type
Half-Life
RBI Degradation
Mechanisms
Inspection Priority
Appendix_H
Appendix_I
Component Type
Half-Life
RBI Degradation
Mechanisms
Inspection Priority
Component Type
PRD_Strategies
Criticality Item Type
RBI Degradation
Mechanisms
Inspection Priority
The RBI Criticality Analysis record to which the RBI Recommendation record is
linked. This can be an RBI Criticality Analysis record or an RBI PRD Criticality
Analysis record. Throughout the documentation, this record is referred to as the
associated RBI Criticality Analysis record.
The Criticality Calculator RBI Components record that is linked to the associated
RBI Criticality Analysis or RBI PRD Criticality Analysis record. Throughout the
documentation, this record is referred to as the associated Criticality Calculator
RBI Components record.
The Equipment record that is linked to the associated Criticality Calculator RBI
Components record.
The RBI Degradation Mechanism record that is linked to the associated RBI
Criticality Analysis record.
The Inspection Strategy record that was used to generate the RBI
Recommendation record.
This RBI
Recommendation ...is populated with:
field:
Analysis ID
Author Name
Originating
Reference
The Record ID
RBI Component
Recommendation
Basis
Recommendation
Headline
Recommended
Interval Scope
Status
Task Type
determine which RBI Components will be grouped together in a given Inspection Group.
The set of criteria that the Meridium APM system uses will vary based on how an RBI
Component has been categorized based on its unit, Equipment Type, Corrosion Type, and
Risk Category. For instance, an RBI Component whose Equipment Type is Piping must
meet slightly different criteria than an RBI Component whose Equipment Type is Vessels.
This is true, however, only for Inspection Groups whose Corrosion Type is Internal
Corrosion.
Finally, the Meridium APM system uses another set of criteria to identify Representative
RBI Components.
This section of the documentation provides information on the additional criteria that are
used by the Meridium APM system when generating Inspection Groups and identifying
Representative RBI Components. This content is organized according to Corrosion Type
since it plays the most significant role in determining the additional criteria that the
system uses in these processes.
Specifically, this documentation is organized to describe how the Meridium APM system:
Selects RBI Components for Inspection Groups based on the following Corrosion
Types:
Corrosion Under Insulation
Internal Corrosion
Note that the criteria listed in this table are required of all Equipment Types and Risk
Categories (for which Inspection Groups may be created) assuming that the Corrosion
Type associated with the RBI Component is Corrosion Under Insulation.
Record
Field
A value that is
greater than or
RBI Criticality Operating
equal to 0
None
Analysis
Temperature (zero), but less
than or equal to
350
RBI Criticality Risk
Analysis
Category
RBI
Degradation
Mechanisms
RBI
Degradation
Mechanism
Evaluation
Any value
Criticality
Degradation Calculator
Mechanism External
Corrosion
Criticality
Calculator
External
Corrosion
Damage
Mechanism
The following table lists the fields in certain records that must contain certain values in
order for an RBI Component whose Corrosion Type is Internal Corrosion to be included
in an Inspection Group. The records listed in the table are assumed to be related to the
same Criticality Calculator RBI Components record (i.e., they belong to the same RBI
Analysis). When these records meet all the criteria listed in the table (with a few noted
exceptions based on Equipment Type), the related RBI Component is included in an
Inspection Group with other RBI Components that meet the same criteria, and a new
Grouping Element record is created to represent the RBI Component.
Record
Field
Required Value
Criticality
Calculator
Injection Point
No
RBI
Circuit
Components
Notes
This condition applies only to
RBI Components whose
Equipment Type is Piping.
RBI
Criticality
Analysis
RBI
Criticality
Analysis
Operating
Temperature
RBI
Criticality
Analysis
RBI
Criticality
Analysis
RBI
Degradation
Degradation Mechanism
Mechanisms
Criticality Calculator
Internal Corrosion
RBI
Degradation Damage
Mechanism Mechanism
Evaluation
Criticality Calculator
Internal Corrosion
General, if the
Equipment Type is
either Vessels or
Tanks and Tank
Bottoms.
General, Localized,
or Pitting, if the
Equipment Type is
Piping.
None
Source Record
Inspection Group
Record
N/A
Asset Group
Criticality Degradation
Mech Evaluation
Grouping Element
Grouping Element
RBI Degradation
Mechanisms
Grouping Element
Note: Throughout this documentation, we refer to these values as they exist in the Asset
Group or Grouping Element record.
Which values are evaluated, and how they are used, depends primarily on the Corrosion
Type that is associated with the Inspection Group. This section of the documentation,
therefore, describes the criteria that are used in the process of selecting Representative
RBI Components when the Corrosion Type for an Inspection Group is either of the
following types:
The Meridium APM system uses the following workflow to identify Representative RBI
Components for Inspection Groups whose Corrosion Type is Corrosion Under Insulation:
1. Set the value in the Selected for Inspection field to True. To do so:
1. Determine the number of selections for inspection (i.e., the number of
Grouping Element records whose Selected for Inspection field will contain
the value True).
2. Rank the Grouping Element records to determine the inspection priority
for each piece of equipment in relationship to the others in the Inspection
Group.
2. Define the Represents Inspections relationship between Grouping Element
records that are identified as Representative RBI Components and those that are
identified as Represented RBI Components.
The Meridium APM system uses the following workflow to identify Representative RBI
Components for Inspection Groups whose Corrosion Type is Internal Corrosion:
1. Set the value in the Selected for Inspection field to True. To do so:
1. Determine the subgroup to which each Grouping Element record in the
Inspection Group belongs.
2. Determine the number of selections for inspection (i.e., the number of
Grouping Element records whose Selected for Inspection field will contain
the value True).
3. Rank the Grouping Element records to determine the inspection priority
for each piece of equipment in relationship to the others in the Inspection
Group.
2. Define the Represents Inspections relationship between Grouping Element
records that are identified as Representative RBI Components and those that are
identified as Represented RBI Components.
Note: Specific details are not currently provided in the documentation regarding how the
system selects Represented RBI Components for Representative RBI Components.
This
value...
In this
record...
Risk
Category
Asset
Group
Inspection
Priority
Grouping
Element
Along with the value in the Wall Ratio field in the Grouping
Element record, determines the rank (i.e., the priority for
inspection) for each Grouping Element record in an Inspection
Group.
Grouping
Element
Wall Ratio
When the Corrosion Type for an Inspection Group is Corrosion Under Insulation, the
Risk Category that is associated with an Inspection Group is used to determine the
number of Grouping Element records in which the Selected for Inspection value will be
set to True. To accomplish this, the Meridium APM system applies a percentage, based on
the Risk Category, to the total number of Grouping Element records in the Inspection
Group. The following table lists the possible Risk Categories for an Inspection Group and
the percentage that the Meridium APM system uses for each Risk Category when
determining the number of selections for inspection.
If the Risk
Category is...
High
50%
Medium High
25%
Medium
10%
Low
None
Notice that when the Corrosion Type is Corrosion Under Insulation and the Risk
Category is Low, the Selected for Inspection field will not be set for any Grouping
Element record in the Inspection Group. This type of Inspection Group cannot be
implemented, and no RBI Recommendation records can be generated on its behalf.
For all other Risk Categories, the following calculation is used to determine the number
of selections for inspection:
number of selections for inspection = total Grouping Element records x p
Where:
total Grouping Element records is the number of Grouping Element records in the
Inspection Group.
p is the percentage that the system uses in the calculation based on the Risk
Category of the Inspection Group.
Inspection Priority
Wall Ratio
The Meridium APM system ranks Grouping Element records first based on the value in
the Inspection Priority field and second based on the value in the Wall Ratio field, sorting
them from most conservative (i.e., the lowest value) to least conservative (i.e., the highest
value).
For example, suppose you have an Inspection Group whose Grouping Element records
contain the following Inspection Priority and Wall Ratio values.
Grouping Element Record ID
Inspection Priority
Wall Ratio
RBIComp_1
17
28
RBIComp_2
14
2.211
RBIComp_3
15
15.147
RBIComp_4
15
16.2
RBIComp_5
18
28.4
The Meridium APM system would rank the Grouping Element records as shown in the
following table.
Rank Grouping Element Record ID
Inspection Priority
Wall Ratio
RBIComp_2
14
2.211
RBIComp_3
15
15.147
RBIComp_4
15
16.2
RBIComp_1
17
28
RBIComp_5
18
28.4
Notice that the Grouping Element record with the Record ID RBIComp_3 has the same
Inspection Priority value as the Grouping Element record with the Record ID
RBIComp_4. However, RBIComp_3 has a more conservative Wall Ratio value than
RBIComp_4. Therefore, the Grouping Element record RBIComp_3 is ranked higher,
meaning that the priority for inspecting the piece of equipment that is associated with
RBIComp_3 is higher than the priority for inspecting the piece of equipment that is
associated with RBIComp_4.
0-75
76-150
151-200
201-300
301-350
For example, suppose that the following Grouping Element records exist in the same
Inspection Group and contain the value True in the Selected for Inspection field.
Grouping Element
Record ID
RBIComp_1
Operating
Temperature
Associated
Temperature Range
110
76-150
RBIComp_2
340
301-350
RBIComp_3
15
0-75
RBIComp_4
290
201-300
RBIComp_5
175
151-200
Since the Operating Temperature values in these Grouping Element records correspond to
the required temperature ranges, and each temperature range has a corresponding
Operating Temperature value, these Grouping Element records will become predecessors
in the Represents Inspections relationship definition with other Grouping Element
records. These Grouping Element records will be identified, therefore, as Representative
RBI Components.
If, however, one or more of the temperature ranges are not represented among the
Grouping Element records whose Selected for Inspection value is True, the Meridium
APM system will select for inspection the next highest ranked Grouping Element record
(based on how all Grouping Element records in the Inspection Group were ranked by the
system) whose Operating Temperature value is within the unrepresented temperature
range. Additionally, this Grouping Element record will be identified as a Representative
RBI Component.
The Meridium APM system repeats this process until all required temperature ranges
correspond to an Operating Temperature value in a Grouping Element record in the
Inspection Group.
3. Ranking the Grouping Element records to determine the inspection priority for
each piece of equipment in relationship to the others in the Inspection Group.
Unlike when an Inspection Group's Corrosion Type is Corrosion Under Insulation, the
Meridium APM system considers the Inspection Group's Equipment Type when setting
the Selected for Inspection value to True in Grouping Element records whose Corrosion
Type is Internal Corrosion. These Inspection Groups fall into one of two categories:
Those whose Equipment Type is Piping (i.e., the associated Asset Group record
contains the value PIPING (Piping) in the Grouping Equipment Type field).
Those whose Equipment Type is either Vessels (i.e., the associated Asset Group
record contains the value VESSELS (Vessels) in the Grouping Equipment Type
field) or Tanks (i.e., the associated Asset Group record contains the value TANKS
(Tanks) in the Grouping Equipment Type field).
The following table lists the values that are used by the Meridium APM system and the
role that each value plays when setting the Selected for Inspection value to True for
Inspection Groups whose Corrosion Type is Internal Corrosion. The cells that are shaded
blue are significant for only one Equipment Type or the other, as indicated in the Is used
for this purpose column.
This value...
In this
record...
Asset
Group
Inspection
Priority
Along with the value in the Wall Ratio field, determines the
Grouping
rank (i.e., the priority for inspection) for each Grouping
Element
Element record in each subgroup in an Inspection Group.
Wall Ratio
Piping, Grouping Element records are assigned to one of the following subgroups
based on the value in the Thinning Type field in the Grouping Element record:
General: Assigned when the value in the Thinning Type field is General.
Vessels or Tanks, Grouping Element records are grouped by the values in the
following fields:
Representative Fluid
Material Spec
In other words, Grouping Element records whose Representative Fluid values match and
whose Material Spec values match will be assigned to the same subgroup. To better
understand this concept, consider the following example.
The following table represents an Inspection Group whose Corrosion Type is Internal
Corrosion and Equipment Type is Vessels. Each row represents a Grouping Element
record within the Inspection Group, and the shading indicates the subgroup to which the
Grouping Element record is assigned.
SA-106
Amine
RBIComp_2
SA-106
Amine
RBIComp_3
SA-182
Benzine
RBIComp_4
SA-106
Amine
RBIComp_5
SA-182
Benzine
RBIComp_6
SA-182
Benzine
As indicated by the shading, the following Grouping Element records are assigned
to the same subgroup:
o
o
RBIComp_1
RBIComp_2
RBIComp_4
Likewise, the following Grouping Element records are assigned to the same subgroup:
o
o
RBIComp_3
RBIComp_5
RBIComp_6
Equipment Type
Risk Category
To accomplish this, the Meridium APM system applies a percentage, based on these
values, to a particular number of Grouping Element records in the Inspection Group.
When the Equipment Type of an Inspection Group is Piping, these percentages are
applied at the subgroup level, meaning that a certain percentage of Grouping Element
records from each subgroup (i.e., General or Localized/Pitting) will be selected for
inspection.
The following table lists the subgroups that are associated with Inspection Groups whose
Equipment Type is Piping, the possible Risk Categories for Inspection Groups, and the
percentage that is used in each scenario to determine the number of selections for
inspection. Shading has been added to the table to make it easier to distinguish between
the percentages applied to the subgroup General and those applied to the subgroup
Localized/Pitting.
If the subgroup
is...
General
High
50%
General
Medium High
25%
General
Medium
10%
General
Low
5%
Localized/Pitting
High
None
Localized/Pitting
Medium High
50%
Localized/Pitting
Medium
25%
Localized/Pitting
Low
10%
The following table displays the possible Risk Categories for Inspection Groups and the
percentage that is used in each case when the Equipment Type for an Inspection Group is
Vessels or Tanks. In this case, there is no distinction between the subgroups when
determining the number of selections for inspection. Instead, the subgroups are relevant
only when the system is selecting Representative RBI Components.
If the Risk
Category is...
High
50%
Medium High
25%
Medium
10%
Low
5%
Inspection Priority
Wall Ratio
The Meridium APM system ranks Grouping Element records first based on the value in
the Inspection Priority field and second based on the value in the Wall Ratio field, sorting
them from most conservative (i.e., the lowest value) to least conservative (i.e., the highest
value). This process is similar to the one followed for Inspection Groups whose
Corrosion Type is Corrosion Under Insulation with one difference: for Inspection Groups
whose Corrosion Type is Internal Corrosion and Equipment Type is Piping, this ranking
occurs within the subgroups in an Inspection Group.
For example, suppose you have an Inspection Group whose Corrosion Type is Internal
Corrosion, Equipment Type is Piping, and Risk Category is Medium High. The following
table shows the Grouping Element Record ID for each Grouping Element record in this
Inspection Group and the associated Inspection Priority and Wall Ratio values.
Additionally, the Thinning Type value in each Grouping Element record is listed, and the
shading represents the two subgroups that exist within the Inspection Group.
Grouping Element Record Thinning
ID
Type
Inspection
Priority
Wall
Ratio
RBIComp_1
General
17
28
RBIComp_2
Pitting
13
17.8
RBIComp_3
Pitting
14
2.211
RBIComp_4
General
12
15.147
RBIComp_5
Localized
15
16.2
RBIComp_6
General
18
28.4
RBIComp_7
General
10.4
RBIComp_8
Localized
11
18.6
In this example, the following Grouping Element records form the subgroup General:
RBIComp_1
RBIComp_4
RBIComp_6
RBIComp_7
RBIComp_2
RBIComp_3
RBIComp_5
RBIComp_8
The following table illustrates how the Meridium APM system would rank these
Grouping Element records based on the subgroup in which they exist.
Rank Grouping Element Record ID
Wall Ratio
RBIComp_7
General
10.4
RBIComp_4
General
12
15.147
RBIComp_1
General
17
28
RBIComp_6
General
18
28.4
RBIComp_8
Localized
11
18.6
RBIComp_2
Pitting
13
17.8
RBIComp_3
Pitting
14
2.211
RBIComp_5
Localized
15
16.2
Recall that the Risk Category that is associated with this Inspection Group is Medium
High. Therefore, the following percentages will be used to determine the number of
selections for inspection in each subgroup:
Using these percentages, the Selected for Inspection value would be set to True in:
At this point, the Meridium APM system can identify which Grouping Element records
will be selected as Representative RBI Components.
Operating Temperature
Operating Pressure
The Meridium APM system considers these values in each Grouping Element record in
which the Selected for Inspection value has been set to True based on the criteria for
setting this value. Specifically, these values must meet the following criteria:
The value in the Operating Temperature field must be +/- 50 this same value in
another Grouping Element record in the Inspection Group.
The value in the Operating Pressure field must be +/- 50 this same value in
another Grouping Element record in the Inspection Group.
Additionally, for these Inspection Groups, all subgroups must be represented among the
selected Represented RBI Components. Thus, if no records within a particular subgroup
contain the value True in the Selected for Inspection field after the Meridium APM
system determines the number of selections for the Inspection Group and ranks its
Grouping Element records, the system will select an additional Grouping Element record
for inspection from the unrepresented subgroup at this time. The following example
explains this concept.
Suppose that you have an Inspection Group whose Corrosion Type is Internal Corrosion,
Equipment Type is Vessels, and Risk Category is Medium High. Now, suppose that this
Inspection Group contains the Grouping Element records listed in the following table.
The shading indicates the two subgroups to which these records belong. The Rank
column displays the rank that each record has been assigned based on the criteria for
ranking Inspection Group records.
Representative Fluid
Material Spec
Rank
RBIComp_1
SA-106
Amine
RBIComp_2
SA-106
Amine
RBIComp_3
SA-182
Benzine
RBIComp_4
SA-106
Amine
RBIComp_5
SA-182
Benzine
RBIComp_6
SA-182
Benzine
RBIComp_7
SA-106
Amine
RBIComp_8
SA-182
Benzine
Recall that for an Inspection Group of this type, 25% of the Inspection Group's RBI
Components should be selected for inspection. Based on the order in which they are
ranked, the top 25% of RBI Components in this Inspection Group are represented by the
following Grouping Element records:
RBIComp_1
RBIComp_4
Notice that these records contain the same values in the Representative Fluid and
Material Spec fields (i.e., they belong to the same subgroup). Because the other subgroup
(i.e., the group whose Representative Fluid value is SA-182 and Material Spec value is
Benzine) is not represented in those RBI Components selected for inspection, the
Meridium APM system will automatically identify the highest ranked Grouping Element
record in this subgroup as a Representative RBI Component. Thus, in this case, the
Selected for Inspection value would be set to True in the Grouping Element record
RBIComp_5, and that record would be identified as the predecessor in the Represents
Inspections relationship definition with another Grouping Element record in the same
subgroup.
Table ID
MI_DAMAGE_FACTOR
Table
Description
Function
Damage
Factor Class
Degradation
MI_DEGRADATION_MECHANISM_TYPES Mechanism
Types
MI_GROUPING_CORR_TYPE
Grouping
Corrosion
Types
The Create
Inspection Group
dialog box.
Used to populate the
Grouping Equipment Type
list is Asset Group records
MI_GROUPING_EQP_TYPE
Grouping
Equipment
The Create
Inspection Group
dialog box.
Types
MI_INSPECTION_RESULT
Inspection
Result
MI_PDM_FILTER
MI RBI,
Potential
Degradation
Filter
MI_PRD_DISCHARGE_LOCATION
MI PRD
Discharge
Location
MI_PROTECTED_EQUIP_TYPES
Protected
Equipment
Types
MI_RBI_RISK_CATEGORY
RBI Risk
Category
MI_SERVICE_SEVERITY
Parameter
Name
Asset_Keys
Description
Accepted Value(s)
Specifies one
or more
records
whose RBI
Criticality
Analysis
The Entity Key of the
records that desired records.
you want to
display on the
RBI - Review
Analyses
page.
Specifies one
or more
records that
you want to
The Entity Key of the
EntityKeys display on the
desired records.
page that is
specified by
the Module
parameter.
True
ExpandMode Specifies
whether you False
want to
expand the
RBI Explorer
pane.
Notes
Explorer pane.
Family
Module
Specifies the
You must use this parameter in
family to
addition to the Module and
which the
EntityKeys parameters if you want
records
to use the Grouping Element (rather
GroupingElement
whose Entity
than the Asset Group) record Entity
Keys you are
Keys to determine which records
using
should be displayed on the
belongs.
Inspection Group Details page.
Component
ComponentScreen: Displays
ManageRecommendation
the RBI Asset View page,
where the Equipment records
ReviewAnalyses
that are displayed in the RBI
Explorer pane are linked to the
System
Criticality Calculator RBI
Components records whose
Entity Keys you identified with
SystemScreen
the EntityKeys parameter.
ImportExport
ManageRecommendation:
InspectionGroupDetails
Displays the Manage
Recommendations page.
FindInspectionGroups
Query
ViewMode
Specifies the
query that
you want to
use to return Review Analyses by
results on the Asset
RBI - Review
Analyses
page.
Specifies
whether you
want to see All
all analyses
or only active Active
analyses on
the RBI Asset
View page.
InspectionGroupDetails:
Displays the Inspection Group
Details page, where the
Inspection Groups contained in
the Inspection Groups list are
associated with the Asset
Group records with the Entity
Keys you identified with the
EntityKeys parameter.
FindInspectionGroups:
Displays the Find Inspection
Groups page.
meridium://RBIClient?Module=System
meridium://RBIClient?Module=Component
meridium://RBIClient?Module=ComponentScreen&EntityKeys=1234,5678
Displays the RBI Asset View page, where the Equipment records that appear in the RBI
Explorer pane are linked to the Criticality Calculator RBI Components records with the
Entity Keys 1234 and 5678.
meridium://RBIClient?
Module=ComponentScreen&EntityKeys=1234,5678&ExpandMode=True
Displays the RBI Asset View page, where the Equipment records that appear in the RBI
Explorer pane are linked to the Criticality Calculator RBI Components records with the
Entity Keys 1234 and 5678. The RBI Explorer pane is expanded by default.
meridium://RBIClient?Module=SystemScreen&EntityKeys=9876,5432
Displays the RBI Unit View page, where the Functional Location records that appear in
the RBI Explorer pane are linked to the RBI System records with the Entity Keys 9876
and 5432.
meridium://RBIClient?
Module=ComponentScreen&EntityKeys=1234&ViewMode=All
Displays the RBI Asset View page, where ALL analyses are displayed in the RBI
Explorer pane.
meridium://RBIClient?
Module=ReviewAnalyses&Query=Public\Meridium\Modules\Risk Based
Inspection\Queries\Review Analyses by Asset&ASSET_KEYS=1234
Displays the RBI - Review Analyses page, where the RBI Criticality Analysis records
that are linked to the Equipment or Functional Location record with the Entity Key 1234
are displayed in the grid in the RBI - Review Analyses section.
meridium://RBIClient?Module=InspectionGroupDetails&EntityKeys=1234,5678
Displays the Inspection Group Details page, where the Inspection Groups that appear in
the Inspections Groups list are associated with the Asset Group records with the Entity
Keys 1234 and 5678.
meridium://RBIClient?
Module=InspectionGroupDetails&EntityKeys=4321,8765&Family=GroupingEle
ment
Displays the Inspection Group Details page, where the Inspection Groups that appear in
the Inspection Groups list are associated with the Grouping Element records with the
Entity Keys 4321 and 8765.
meridium://RBIClient?Module=FindInspectionGroups
Displays the Find Inspection Groups page, where you can search for existing or create
new Inspection Groups.
Active Analysis
An RBI Analysis or RBI PRD Analysis whose analysis record (RBI Criticality Analysis
record or RBI PRD Criticality Analysis record) is set to any of the following states:
Risk Completed
Pending Approval
Approved
Implemented
Re-Evaluating
An Inspection Group whose Asset Group and related Grouping Element records have
been transitioned to the Archived state. An Inspection Group is transitioned automatically
to this state when another Inspection Group with the same unit, Equipment Type,
Corrosion Type, and Risk Category is set to the Implemented or Not Implemented state.
Corrosion Type
The type of corrosion to which the pieces of equipment that belong to an Inspection
Group are susceptible. Inspection Groups can be created for the following Corrosion
Types only:
The Corrosion Type that is associated with an Inspection Group is stored in the Corrosion
Type field in the Asset Group record that belongs to that Inspection Group.
Equipment Type
The type of equipment that is associated with all pieces of equipment that belong to an
Inspection Group. Inspection Groups can be created for the following Equipment Types
only:
Piping
Vessels
Tanks
The Equipment Type that is associated with an Inspection Group is stored in the
Grouping Equipment Type field in the Asset Group record that belongs to that Inspection
Group.
Inspection Group
A collection of equipment and their components that share certain characteristics and for
which inspections that are performed for one component will satisfy the inspection
requirements of other components in the collection. In the Meridium APM system, an
Inspection Group consists of one Asset Group record and its related Grouping Element
records.
RBI Component
A group of components that share the same degradation mechanisms and belong to the
same equipment. RBI Components are defined by Criticality Calculator RBI Components
records.
RBI System
A collection of RBI Components that are grouped together for the purpose of conducting
an RBI Analysis. RBI Systems are defined by RBI System records.
RBI Analysis
A combination of an RBI Criticality Analysis record and the successor records to which it
is linked, where those records contain risk information about the RBI Component for
which the analysis was created. There are three types of RBI Analyses:
What If Analysis
Risk Category
The level of risk that is associated with the pieces of equipment that belong to an
Inspection Group. Inspection Groups can be associated with any of the following Risk
Categories:
High
Medium High
Medium
Low
The Risk Category that is associated with an Inspection Group is stored in the Risk
Category field in the Asset Group record that belongs to that Inspection Group.
Unit
A Functional Location record that represents a unit. In these records the value in the Is a
Unit? field is set to True.
What If Analysis
An RBI Analysis that allows you to analyze hypothetical situations to determine how
operational and process changes that you could make today would impact the risk
associated with a subcomponent's failure. A What If Analysis is a child analysis of a main
RBI Analysis.
If desired, after you create and calculate a What If Analysis, you can transfer the values in
the What If Analysis to the main RBI Analysis.
What If Analyses cannot be active.