Ellipse APM 5.0 User Guide 5.1
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— TM ABB Ability Ellipse Asset Performance Management Ellipse APM User Guide Release 5.x AHCDDB-0006-1804-03 © Copyright 2018 ABB All Rights Reserved Confidential and Proprietary November 7, 2018 Legal Disclaimer The product described in this documentation may be connected to, and/or communicate information and data via, a network interface, which should be connected to a secure network. It is your sole responsibility to ensure a secure connection to the network and to establish and maintain appropriate measures (such as but not limited to the installation of firewalls, application of authentication measures, encryption of data, installation of antivirus programs, etc.) to protect the product, the network, your systems, and the interface against any kind of security breach, unauthorized access, interference, intrusion, leakage, damage, or corruption or theft of data. We are not liable for damages or losses related to any such security breach, unauthorized access, interference, intrusion, leakage, damage, or corruption or theft of data. Table of Contents Table of Contents Introduction 1 Overview 1 Ellipse APM Key Benefits 1 Ellipse APM Supported Assets 1 How Ellipse APM Works 1 Additional Resources 2 Selection Pane Options 2 Main Dashboard Summary 4 Asset Risk 5 Spatial View 6 Issues 8 Key Risk Changes 9 Most Important Issues 9 Analytics 10 Assets by Type and Organization 11 Summary Dashboard 12 Spatial View Dashboard 14 Assets Page 17 Asset Report 20 Asset Details Summary 22 Name Plate Detail 22 Risk Matrix 22 Risk Trend 23 Extended Asset Details Page 23 Parameters 24 Messages 25 Replacement Score 26 Analytics 27 Action Plan 27 Creating a New Issue 29 Ellipse APM and EAM Work Request Status Mapping 30 Ellipse APM and EAM Work Order Status Mapping 31 More About Issues 31 Ellipse Asset Performance Management iii AHCDDB-0006-1804-03 Table of Contents Notifications 31 Asset Details | Transformers | General 34 Asset Details | Transformers | DGA 35 Asset Details | Transformers | Duval Triangles 37 Fault Codes 38 Using the Duval Triangle Method 38 Duval Triangle Type 1 39 Duval Triangle Type 4 39 Duval Triangle Type 5 39 Asset Details | Transformers | Standard Oil Test 41 Interfacial Tension 41 Power Factor 41 Moisture 42 Dielectric Strength 42 Acid Number 42 Inhibitor Content 43 Using the Standard Oil Test 43 Asset Details | Transformers | Bushing 44 Assets Details | Circuit Breaker | General 46 ABB Circuit Breaker Model - Issues and Error Messages Issues Dashboard 47 48 Issues Sorting Order 50 Glossary 51 Appendix A: Maintenance Priority Score Calculations 54 Maintenance Priority Score Ranking 54 Appendix B: Generic Replacement Score Calculations Index Ellipse Asset Performance Management 56 58 iv AHCDDB-0006-1804-03 Introduction Overview Ellipse APM transforms real-time and historical asset data into strategic insights on the health of your mission critical assets. The solution can be delivered as a service via the Azure cloud (SaaS) or perpetually licensed for an on-premise installation. Ellipse APM Key Benefits n Consolidates data on assets and their health across the enterprise and makes them available to key stakeholders on a dynamic and timely basis. n Asset performance models capture and systematize subject matter expert know-how. n Provides visibility to potential failures to support operational and maintenance decision making n Evaluates which assets can be extended beyond their expected life and which need to be replaced. n Focuses limited maintenance resources on the assets that need help (critical and poor health) and provides justification to defer maintenance on healthy assets. Ellipse APM Supported Assets Ellipse APM contains out of the box models for the following asset types: n Oil filled Transformers n HV Circuit Breakers n Station Batteries and chargers n Transmission Lines n Capacitor Banks n CCVTs (Capacitance Coupled Voltage Transformers) n Underground Cables How Ellipse APM Works Ellipse APM provides predictive analytics for asset performance. n Collects - A unified view of all asset data in a proven analytics platform. n Predicts - Algorithms codify experience to predict and prioritize risk. n Informs - Industry standard KPIs and expert decision support. n Acts - Holistic asset performance management. The Ellipse APM Reporting Module includes: Ellipse Asset Performance Management 1 AHCDDB-0006-1804-03 n Main Dashboard n Assets n Asset Details n Issues Access Ellipse APM at: https://ahc.enterprisesoftware.abb Additional Resources n On-Premise Installation See On-Premise Installation Guide Selection Pane Options Click on the triple bar icon to open the Selection Pane. n The User Guide in printable form is available through Help menu option on the Selection Pane. n A compilation of Release Notes is available through the Release Notes menu option on the Selection Pane. n Product version is available on the Selection Pane. n A support contact link is available on the Selection Pane. n Logout resides on the Selection Pane. Ellipse Asset Performance Management 2 AHCDDB-0006-1804-03 Ellipse Asset Performance Management 3 AHCDDB-0006-1804-03 Main Dashboard Summary Navigate to the Main Dashboard To navigate to the Main Dashboard, from anywhere within APM, click ABB Ellipse APM. Individual widget-style components on the home page provide the user with a high level perspective of Asset Risk across the fleet with drill-downs into details. Dashboard The Dashboard shows summary level risk information for the entire fleet of assets. Drill from the home page to Ellipse APM features including asset details, issues associated and predefined standard visualizations. n The Asset Risk graph displays the share of assets by risk level over time. n A widget displays the number of Open Issues by status along a list of the most important issues based on maintenance priority. n A Spatial View displays asset along with risk levels by location (substation). n A widget displays Assets by Organization and Assets by Type. n Under the Analytics drop-down arrow, users can add additional reports leveraging PowerBI (SaaS only), other analytics tools, or access predefined standard visualizations. n Key Risk Changes shows most significantly improved or degraded assets in the past 30 days. Ellipse Asset Performance Management 4 AHCDDB-0006-1804-03 Asset Risk Asset Risk shows the distribution of assets by risk status (color) over time and further shows counts for locations covered, asset types, assets monitored, assets not monitored and last data updated. Ellipse Asset Performance Management 5 AHCDDB-0006-1804-03 n Use the cursor to slide a line across the graph to display more detail on Asset Risks across time. Asset Risk Chart can show up to five years of data points history (one per month) calculated to the end of each month. In case of a lack of historical data, the chart scales to fit the same size on the user interface. Spatial View Spatial view shows the geographical distribution of asset locations (substations) including details related to asset risk. The color of the dot is based on the worst asset risk for the location. Ellipse Asset Performance Management 6 AHCDDB-0006-1804-03 By hovering over a data point on the map, a tool tip-style pop-up displays how many assets are located within the selected location for each of the risk classes. A drill-down feature opens a report with more details for the selected, single location. A drill-down feature on the Spatial View opens a Location Summary report with more details for the selected, single location. Note: • Location Summary is available only on the spatial view widget on the main Dashboard on the cloud version. Ellipse Asset Performance Management 7 AHCDDB-0006-1804-03 Issues Issues displays a count of identified asset risk issues by resolution status. This resolution status is based on the status of work orders and work requests associated with the issue. Click on any donut chart section to drill down and see the issues corresponding to the count. The Issues widget further lists the most important issues related to asset risks based on calculated maintenance priorities. Issues displays a color coded legend delineating issues including: Ellipse Asset Performance Management 8 AHCDDB-0006-1804-03 n New - New issue identified in the past 7 days and not yet evaluated by users. n No actions - There is no work-order or work-request attached or if the work-request is cancelled or closed. n On track - All work-orders attached to the issue have not exceeded Schedule Date yet (time buffer >24h ) or the Schedule Date is not specified yet. This state also refers to cases when there is a work-request In Requested and In Progress status without Schedule Date specified. n At risk - At least one of the planned actions draws on to the Scheduled Date ( 0 < time buffer =< 24h), then the issue points on At risk state. n Overdue - At least one of the planned actions exceeded the fixed Schedule Date of the work-order. n Completed - All actions are closed. By hovering over a data point on the chart, a tool tip-style pop-up displays the percentage of issues that are located within the selected color coded legend. The number inside (i.e., 49) refers to all open issues. Key Risk Changes Key Risk Changes show assets with the most significant absolute condition improvement or the most significant condition degradation over the past 30 days. Click on the asset ID to navigate to the asset details. Most Important Issues Most Important Issues displays the five most significant risks or issues identified in Ellipse APM, based on the maintenance priority calculated by the application for each issue. The asset ID in blue is a link to the asset details page for each listed entry on the Most Important Issues list. The Issues widget has sort rules. Issues are displayed in following order: Ellipse Asset Performance Management 9 AHCDDB-0006-1804-03 n Issues with New status indicated are at the top. n Issues with Maintenance Priority Score are descending. n When two or more issues have the same MPS, Asset Risk takes precedence. n Sort rules on Issues widget are the same sort rules on Issues page. A direct link to Issues page to view all risks/issues is available through button. Analytics Analytics provides access to additional reports and visualizations. Administrative users can edit this menu and add or change reports in this list. To navigate to these additional, customer-specific report, and other reports and visualizations, click on the down arrow next to Analytics. Note: This list can include custom embedded PowerBI content (cloud only). The list can further include hyperlinks to external content. Ellipse Asset Performance Management 10 AHCDDB-0006-1804-03 Note: The Explore more option directs users to their workspaces: https://app.powerbi.com (separate PowerBI license required). Assets by Type and Organization Assets by Type and Organization provides a clear and consistent overviews the risk distribution across the asset types and organizations or operating companies. By hovering the cursor over any bar, a tool tip-style pop-up displays how many Low, Medium, High, and Unknown assets are located within the selected organization or by asset type. Ellipse Asset Performance Management 11 AHCDDB-0006-1804-03 A drill-down feature on any bar opens an Assets page with the assets narrowed down to a list selected from this widget Independently the Assets Page is also accessible through the Assets menu button. Use the navigation tool to toggle between Assets by Type and Assets by Organization. Summary Dashboard The following provides you with navigation to the Summary Dashboard, a high-level overview, and then discusses each component at a high level. Navigate to the Summary Dashboard To navigate to the Summary Dashboard from anywhere within APM, click Dashboard and then Summary. Ellipse Asset Performance Management 12 AHCDDB-0006-1804-03 Individual widget-style components on the Summary page provide the user with a high level perspective of Asset Risk across the fleet with drill-downs into details. Summary Dashboard The Summary Dashboard shows summary level risk information indicating the current status for the entire fleet of assets. n A filtering panel implementation narrows searches by Organization and Asset Type. Ellipse Asset Performance Management 13 AHCDDB-0006-1804-03 n The Asset Summary risk graphs display color coded risk levels which are derived from an intersection of asset condition and importance. Unknown is used when the application does not have information. n Bar chart widgets display Assets by Organization, Assets by Type, Assets by Age, Assets by Voltage Class n You are redirected to the assets page by clicking on each bar which keeps the filters passed (e.g. Organization, Medium risk assets). n You can drill down from the Risk counter on Assets Summary to the pre-filtered Assets Page. Spatial View Dashboard The following provides you with navigation to the Spatial View Dashboard, a high-level overview, and then discusses each component at a high level. Navigate to the Spatial View Dashboard To navigate to the Spatial View Dashboard from anywhere within APM, click Dashboard and then Spatial View. Spatial View Dashboard The Spatial View displays asset locations along with risk levels by location. The Spatial View shows the geographical distribution of asset locations including details related to asset health. Ellipse Asset Performance Management 14 AHCDDB-0006-1804-03 The color of the dot is based on the worst asset risk status for the location. Tool tips on the Spatial View Dashboard provide the user with a high level perspective of Asset Risk across the fleet with drill-downs into asset details. The small blue dots indicate a change to any asset in the substation from the previous work week business day. n If any asset in the substation changes color, the indicator will be there even if the substation summary does not change. Ellipse Asset Performance Management 15 AHCDDB-0006-1804-03 n If a substation is "blinking" today because of a change that happened overnight, this substation does not continue to blink tomorrow. n Change indication remains for one business day, typically 24 hours, but 72 hours between Friday and Monday. Check and validation occurs every hour, no matter if any user drilled on the localization. A filtering panel implementation narrows searches by Organization and Asset Type. Ellipse Asset Performance Management 16 AHCDDB-0006-1804-03 Assets Page The search panel is divided into selected, predefined attributes as well as free text search box. You can easily select multiple conditions to determine filtering criteria for all assets. Query Categories Description Search Box This accepts typed-in text in order to look up, for example, an asset type. Organization This is name of the organization filtered by assets. Location This is the name of the location (e.g., substation) where the asset resides. Ellipse Asset Performance Management 17 AHCDDB-0006-1804-03 Query Categories Description Asset Type This breaks down the type of equipment to identify ( e.g. transformer, circuit breaker, etc). Second level of filtering options are available for Asset type -Asset sub-type. Risk Level This is the Risk of Failure and is designated by the colors of a "stoplight" to let you know those assets that are either OK (green), might need to be looked at (yellow), or requires attention (red). Ellipse Asset Performance Management 18 AHCDDB-0006-1804-03 Query Categories Importance Description A Unit Importance is a rating including Critical, High, Medium, and Low: n Low (>0 and <= 25%) n Medium (>25 and <=50%) n High (>50 and <= 75%) n Critical (>75 and <= 100%) A Unit Importance number is assigned to each asset. The value range is from one to 100. A distribution asset that services one customer might have a unit importance of two (2), whereas an asset that services a hospital might have a unit importance of 95. Voltage The grid shows the actual voltage. Ellipse Asset Performance Management 19 AHCDDB-0006-1804-03 Query Categories Description Age Numeric age of the asset. Age is calculated as a difference between a current date and Manufactured Date. In case of unknown Manufacturer Date, Install Date is taken for the calculation. In case of an unknown Manufactured Date and Install Date, Asset Age is recognized as Unknown. Status This the status of the asset (e.g., in service, spare, etc.). Note: Common search panels available through other Ellipse APM pages allow an easy way to narrow down the number of visible entries by specific categories. Column headers are clickable to adjust the sort order of the results. Asset Report The Asset Report displays the results of a query performed on the Asset Query search panel. The Asset Report supports sort functionality for fleet assets in Ellipse APM. Asset ID is a hyperlink which redirects the user to the Asset Details page. Ellipse Asset Performance Management 20 AHCDDB-0006-1804-03 Note: You can easily drill down to the assets details page through a hyperlink by clicking on any available asset column available. The Asset Report displays the following columns: Report Categories Description Asset A link to the Asset Details page resides in this field. Description This describes the type of asset and pertinent information about that particular asset that can be used to identity it. Organization This is name of the organization where the asset resides. Location This is name of the location where the asset resides. Voltage The grid shows the actual voltage. Asset Age [years] Numeric age of the asset. Maintenance Priority The highest maintenance priority score of open issues/risks against the asset. The score that helps prioritize maintenance activities. The algorithm is based primarily on model-returned data or defaults if no specific data is provided by a model. See Appendix A. Replacement Priority Ellipse APM assigns an asset a Replacement Score which is calculated by an algorithm. The calculation is derived from a number of parameters which are weighted to determined the score. See Appendix B. Importance A Unit Importance number is assigned to each asset. The value range is from one to 100. A higher number indicates a more important asset. Condition This is a value assigned to the likelihood of failure in order to provide a numerical value that will help determine the health of that asset. Risk This is the Risk of Failure and is designated by the colors of a "stoplight" to let you know those assets that are either OK (green), might need to be looked at (yellow), or requires attention (red). Risk is a function of both importance and condition. Ellipse Asset Performance Management 21 AHCDDB-0006-1804-03 Asset Details Summary After drilling down to an asset, the Asset Details page appears and contains the following tabs: n Risk n Parameters n Messages n Analytics The Asset Details page provides crucial information like asset condition history and emphasizes risk related to the particular asset. Name Plate Detail To view detail about the asset including description, organization, location, asset type, install date, manufacturer and manufacturer details, click the information icon. Asset details appear. Risk Matrix The primary goal is to provide a clear and meaningful view of the risk as a function of importance and asset condition. The Risk Matrix as a part of the asset details page shows current risk placement of the asset compared to other similar assets of the same type and at the same location. Ellipse Asset Performance Management 22 AHCDDB-0006-1804-03 Risk Trend Along with the Risk Matrix, the Risk Trend are one of two widgets that together show the distribution of asset risks and aggregates. The trend chart shows the covered systems over time including the last data update. Sub-scores available on the right side may be additive depending on the model implementation. For some asset types like ABB Transformer and ABB Breaker they sum up to the main asset condition score. Additionally, if available by the model, all sub-condition parameters are easily available when hovering over selected subscore. Extended Asset Details Page The left side panel is folded in case there is no component associated under the asset. Unfold the left panel to see asset level issues only and list of components. The left side shows all subcomponents, for example, transmission lines, in a tree structure. The user can clilck on each subcomponent to navigate to more details. The left side panel is not accessible in case Action Plan is in edit mode. Ellipse Asset Performance Management 23 AHCDDB-0006-1804-03 Parameters The Parameters tab displays asset input parameters for a specific asset. You can see model-fed data, including description, value, units if applicable, that impact overall asset health condition. The entire list of numeric input parameters is provided to the user. Each row represents one parameter used in calculation of the Asset Condition and all Subscores. The arrow on the table below the trend chart indicates the trend since the previous measurement. Select the indicator from the list to show a trend chart. Or, select two to see the correlation. Note: The y-axis units are not available if more than one parameter selected. Ellipse Asset Performance Management 24 AHCDDB-0006-1804-03 Note: You can select more than one parameter to compare trends for correlation. Messages The Messages log displays messages from the latest model run. Ellipse Asset Performance Management 25 AHCDDB-0006-1804-03 n Total count of messages is displayed on the tab in 3 colors and icons: l Blue - no warning and no alert messages l Orange + icon - at least one alert and at least one warning l Yellow + icon - no alert and at least one warning Message log table consists of the following columns: n Type (Supported Message types: Action, Alert, Diagnosis, Error, Informational, Predictive, Solution, Timeframe, Unknown, Verification, Urgency, Warning). Supported Message Types Diagnosis Solution Urgency n n n Alert Critical situation requiring a timely response. Warning Serious situation not requiring atimely response. Informational Current status of the transformer. Error Unexpected data and situations. Predictive Estimates of how the situation will progress. Verification Recommendations to clarify results. Action Recommendations to fix problems. Timeframe When recommended actions should be taken. Message Initially Identified shows a date of the initial message creation in a continuous string (not the latest model run, and not the first time the message was generated if at least one run in the meantime did not generate the message) . Algorithm l Message log table can be sorted by Type and by Date n There is information about the number of hours from the Last update shown. n There is information about the number of All messages shown (including errors). Replacement Score See Appendix B for more details about Replacement Score Calculations. Ellipse Asset Performance Management 26 AHCDDB-0006-1804-03 Analytics Click on Analytics tab to display visualizations. and see any embedded PowerBI reports (cloud only) or other custom links to related information. Action Plan Under the Action Plan header, the Issue Details widget displays data passed from a performance model as messages split automatically into sections: title, condition, and recommendation linked together with the timeline. Action Plan Collapsed Action Plan Expanded Ellipse Asset Performance Management 27 AHCDDB-0006-1804-03 There is a simple logic that determines how Ellipse APM issues are generated from the model messages. Create a new issue when the Title level, Text ID, and Condition Text ID are newly generated by the model only and do not match Update the issue. If Title level, Text ID and Condition Text ID in a new message match the Title level, Text ID, and Condition Text ID in existing issue, other fields should be updated. n n Close the automated generated issue when: l No longer generated by model and l No open action exists on it. Do not close the automated Issue when: l Issue was generated by the latest model run OR l Action on the issue is open. n Do not create/update/ close issue when the new messages/data are older than latest previously calculated scores n Automated issues are not editable - "edit " button is removed from auto issue intentionally, so that the user does not change the text of the original message from the model. n Alternatively, you can report your notes as a comment related to the specific issue as needed, and keep some audit information as a reference. The number of days reported in issues should reflect the number of days since the initial generation of the issue; not the number of days since the last time it was generated. Additionally, when hovering over the Issue's header the user is informed through the tooltip of the last occurrence day. To access all closed Issues that were associated with the specific asset, click on the History button, next to Active. Note: The time in the issue header, e.g., 3 weeks ago, means that the message for this issue was generated by a performance model 3 weeks ago. Ellipse Asset Performance Management 28 AHCDDB-0006-1804-03 Creating a New Issue You can manually create a new issue. Click on the plus icon to display a new issue template. Enter the following: 1. Title. 2. Condition Description. 3. Recommended action description and timeline. 4. Select an urgency level: As soon as possible, Normal or Long Term which affects the Maintenance Priority Score calculation. Note: The urgency status Unknown is shown only if performance model does not provide a Urgency flag (default). In case the model returns message(s) with any status within a group respectively: n As Soon As Possible: l n Normal: l n Immediate, AsSoonAsPossible, Urgent, CanWait Long Term: User name and comment addition/modification date are stored for reference and are displayed as a tool tip. 5. Click New Request to create a work request through an EAM work request. Ellipse Asset Performance Management 29 AHCDDB-0006-1804-03 Note: Integration is required. This page opens and displays currently open work orders for the asset. So, you can check if the work order has already been created. The user can select one of these existing work orders and associate it with the issue, or create a new request by clicking the Add button. Also note that scheduled date which is a blue number under the scheduled date and status are from EAM and that the link takes you to the work order in the EAM system. To indicate manually created issues, and differentiate them from automated issues, the human icon is displayed on the issue header. The upside-down triangle preceding Issue title indicates message Impact driven by the model. Tooltip information explains exact Impact which can be n VeryHigh or High (orange triangle) n Medium (yellow) n Low or Very Low (blue triangle) n Unknown (grey triangle). 6. Click Add. 7. Click Save Changes. Ellipse APM and EAM Work Request Status Mapping EAM: Undefined -> Ellipse APM: Requested EAM: Open -> Ellipse APM: Requested Ellipse Asset Performance Management 30 AHCDDB-0006-1804-03 EAM: Closed -> Ellipse APM: RequestClosed EAM: Estimated -> Ellipse APM: RequestInProgress EAM: Cancelled -> Ellipse APM: RequestCancelled EAM: Uncompleted -> Ellipse APM: RequestInProgress EAM: InWork -> Ellipse APM: RequestInProgress Ellipse APM and EAM Work Order Status Mapping EAM: Authorized -> Ellipse APM: WorkOrderCreated EAM: Open -> Ellipse APM: WorkOrderInProgress EAM: Closed -> Ellipse APM: WorkOrderFinished Scheduled date [Ellipse APM] is Required By Date [EAM] More About Issues Issues created manually are defaulted as medium impact and indicated by human icon instead of triangle. Such issues are also defaulted to No actions status if there is no action attached. Issue status depends on several factors: 1. New, if creation date does not indicate the issue is older than 7 days. 2. No actions, if creation date is older than 7 days and no active actions are associated with the issue or actions are canceled. 3. In case all actions are completed (work order is finished or work request closed) then issue status is Completed. n If actions are not completed and action's Due date is exceeded then Overdue. n If actions are not completed and Due date is set within upcoming 24 hours then At risk. n Otherwise On track. Status is set depending on the action date of the work request or order. So, the action state (or no action) impacts the issue's state. All attributes of the issue can be edited until the issue is closed. You can close an issue by clicking No further action required and assuming all work orders are closed the issue will close. The number of days reported in automatically generated issues reflects the number of days since the initial generation of the issue and not the number of days since the last time it was generated. Notifications You can use a simple email preference configuration page to set preferences including organization and asset type. Notifications is accessible from the Selection Pane. Ellipse Asset Performance Management 31 AHCDDB-0006-1804-03 You can select specific notification events for example: n When an asset degrades to red. n When an asset degrades to yellow. n When an asset improves to green. n When an asset improves to yellow. Note: You will only get notified once of a change. Ellipse Asset Performance Management 32 AHCDDB-0006-1804-03 Simple email templates exist to facilitate email notifications distribution based on the preferences defined on the configuration page. Note: Organization filter works as OR condition, while combining organization and asset type works as AND condition. E-mail template includes: n Header with: Location- Asset ID - change (e.g. 'Boston - ABD-123 has turned RED') n Body with Organization, Location, Asset ID and name n Asset color Ellipse Asset Performance Management 33 AHCDDB-0006-1804-03 Asset Details | Transformers | General The Asset Details report for Transformers displays the selected asset's basic nameplate information, such as Asset ID, Install date, and Manufacturer. The Asset Detailsreport displays a high-level view of the selected asset including details on: n Risk Matrix n Risk Trend n Action Plan In addition, a combination of "Operational" and "Trending" data using a series of navigational tabs (for example, Standard Oil Test) is available through Analytics menu. Click on Analytics to view tabs containing asset details. Ellipse Asset Performance Management 34 AHCDDB-0006-1804-03 Asset Details | Transformers | DGA This tab displays Transformer oil dissolved gas analysis. This is a useful, predictive, and effective way for evaluating transformer health. The breakdown of electrical insulating material and related components inside a transformer generates gases within the transformer. Therefore, the identity of these gases being generated is very important to maintenance of transformer. Online n Last 60 data points on X-axis n Shows online and additionally offline data (as dots). Note: Time range for offline data is limited to online range if displayed on same chart and same time Ellipse Asset Performance Management 35 AHCDDB-0006-1804-03 Offline Note: Offline data is the default view rather than Online for transformer DGA visualizations. n A whole data history that as has been changing over time n Shows only offline data (dots connected with a line). Depending on Gas Standards supported and transformer model configuration, visualizations indicate IEEE (default), IEC and Cigre ranges for gases. Ellipse Asset Performance Management 36 AHCDDB-0006-1804-03 Asset Details | Transformers | Duval Triangles The Asset Details screen for Transformers displays within the Duval Triangles tab "Operational" and "Trending" data. The Duval Triangles tab provides a high-level view of the selected asset including details on: n Type 1 n Type 4 n Type 5 Duval triangles are a diagnostic method for oil-insulated high-voltage transformers. The tabs provide different Duval triangles that evaluate different gasses, gas levels in PPM, and shows possible causes of abnormal gas levels, trends, or both in oil insulated devices in order to evaluate the condition of a transformer. Each of the gasses that can be produced by a transformer is associated to any one of many different colors. For example, concentrations (ppm) of methane (CH4), ethylene (C2H4), and acetylene (C2H2) are expressed as percentages of the total (CH4 + C2H4 + C2H2) and plotted as a point (%CH4, %C2H4, %C2H2) in a triangular coordinate system on a triangular chart that has been subdivided into fault zones. The fault zone in which the point is located designates the likely fault type which produced that combination of gas concentrations. The Duval Triangle method, like any other Dissolved Gas Analysis (DGA) diagnostic method, should be applied only when there is some suspicion of a fault, based on an increase in combustible gas or some other suspicious symptom. The diagnostic method itself is not a means of fault detection. Because of the relative inaccuracy of gas-in-oil concentration measurements at low concentrations, DGA diagnostic methods, including the Duval Triangle, should not be applied unless the gas concentrations are well above the detection limit. If reasonably stable concentrations of the gases were present before the onset of the suspected fault, it is advisable to subtract out the background concentrations, provided that the differences are large enough for interpretation. The diagnosis should be based on recently-formed gas if possible, and including pre-fault gas in the diagnostic calculations can lead to misleading results. Ellipse Asset Performance Management 37 AHCDDB-0006-1804-03 Fault Codes The fault codes used in all Duval triangles are as follows: Type 1 n PD – Corona Partial discharge n T1 – Thermal Faults;temperature > 700 Degrees Celsius n T2 – Thermal Faults;temperature > 300 and < 700 degrees Celsius n T3 – Thermal Faults;temperature > 700 Degrees Celsius n D1 –Low-energy electrical discharge n D2 –High-energy electrical discharge n DT –Mixture of electrical and thermal faults. Type 4 n PD – Corona Partial discharge n S – Stray gassing of mineral oil; temperature < 200 degrees Celsius n C – Hot spots with carbonized of paper; temperature > 300 degrees Celsius n O – Overheating; temperature < 250 degrees Celsius n ND – Not Determined Type 5 n PD – Corona Partial discharge n S – Stray gassing of mineral oil; temperature < 200 degrees Celsius n C – Hot spots with carbonized of paper; temperature > 300 degrees Celsius n O – Overheating; temperature < 250 degrees Celsius n T2 – Thermal Faults;temperature > 300 and < 700 degrees Celsius n T3 – Thermal Faults;temperature > 700 Degrees Celsius n ND – Not Determined Using the Duval Triangle Method In the example above, the transformer was found to show increases in PPM for CH4 and C2H4. These levels are significant enough to suspect a fault and to apply the Duval Triangle method. Plotting a point on the triangle up the CH4 axis, down the C2H4 axis, and across the C2H2 axis, places points that represents the gas data and falls in the T3 fault zone, indicating a high-temperature thermal fault (T3), which Ellipse Asset Performance Management 38 AHCDDB-0006-1804-03 is typically a "hot metal" fault. There are also points in the DT fault zone. This identifies the asset requires attention and allows you to resolve the issue before the transformer becomes defective and causes your customers to experience an outage. Duval Triangle Type 1 The Duval Triangle Type 1 displays a triangle that performs the same as all Duval Triangles, except it evaluates the following gasses: n Acetylene (C2H2) n Ethylene (C2H4) n Methane (CH4) The Duval Triangle 1 uses gases (CH4, C2H4, and C2H2) that are formed by faults of low to high energy (from low-temperature faults T1 and PD to high energy arcing faults D2). Duval Triangle Type 4 The Duval Triangle Type 4 displays a triangle that performs the same as all Duval Triangles, except it evaluates the following gasses: n Hydrogen (H2) n Ethane (C2H6) n Methane (CH4) The Duval Triangle 4 evaluates H2, CH4, and C2H6 gases that are formed more specifically by faults of low energy or temperature (PD, T1, and T2). You should only use the Duval Triangle 4 for faults identified first with Triangle 1 if those faults were identified as PD, T1, or T2. You should never use it in cases where faults were identified as electrical faults D1 or D2. Duval Triangle 4 is used mostly to distinguish between: n Stray gassing of oil at T < 200ºC in zone S, n Overheating at T < 250ºC in zone O with “cooking” but no carbonization of paper, n Potential of carbonization of paper at T > 300ºC in zone C (in 80% of inspected cases used for Triangle 4 - not 100%), n Corona partial discharges in zone PD. The boundary between zones PD and S has been changed recently from % C2H6 = 1 to 0.6, based on stray gassing test results on new types of oil on the market. n Situations in which the DGA point in service in the PD zone with a % C2H6 slightly < 0.6 (for example, 0.5 or 0.3%), verify the stray gas formation of the oil used with laboratory stray gassing tests before confirming a fault PD or S. Duval Triangle Type 5 The Duval Triangle Type 5 displays a triangle that performs the same as all Duval Triangles, except it evaluates the following gasses: n Ethylene (C2H4) n Ethane (C2H6) Ellipse Asset Performance Management 39 AHCDDB-0006-1804-03 n Methane (CH4) The Duval Triangle 5 uses gases (CH4, C2H4, and C2H6) that are formed more specifically by faults of high temperature. You should only use the Duval Triangle 5 for faults identified first with Triangle 1 if those faults were identified as T2 or T3. You should never use it in cases where faults were identified as electrical faults D1 or D2. Duval Triangle 5 is used mostly to distinguish between: n Hot spots in oil only in zones T3 (> 700ºC) and T2 (> 300ºC), n Potential of carbonization of paper in zone C (in 90% of inspected cases used for Triangle 5 - not 100%). Ellipse Asset Performance Management 40 AHCDDB-0006-1804-03 Asset Details | Transformers | Standard Oil Test The Standard Oil Test tab displays the results from tests performed on oil insulated transformers including n Interfacial Tension n Moisture n Power Factor n Dielectric Strength n Acid Number n Inhibitor Content Interfacial Tension The Interfacial Tension of oil is the force in Dynes per centimeter required to rupture the oil film existing at an oilwater interface. When certain contaminants, such as soaps, paints, varnishes, and oxidation products are present in the oil, the film strength of the oil is weakened, thus requiring less force to rupture. For in-service oils, a decreasing value indicates the accumulation of contaminants, oxidation products, or both. The Interfacial Tension chart displays the interfacial tension in Dynes (mN/m) that was recorded over a timeline. This helps you determine the quality of the oil. A lower number can cause more heat build-up and degrade the life expectancy of the transformer. Power Factor The power factor is an indication of the amount of energy that is lost due to the heat retained within the oil. When pure oil acts as a dielectric very little energy is lost to the capacitance charging. Contaminants will increase the energy absorbed by the oil and wasted as heat. The power factor is a function of the phase angle (the angular displacement) between an AC potential applied to the oil and the resulting current. Ellipse Asset Performance Management 41 AHCDDB-0006-1804-03 The Power Factor chart displays the power as a three digit decimal that was recorded over a timeline. This helps you determine if contaminants are present in the oil. A higher number means more energy is being retained and results in an increases amount of heat, thus reducing the life expectancy of the transformer. Degrees Celsius is not the unit of measure for the Power Factor, but 100 degrees and 25 degrees are basically the temperatures at which the power factor is measured. So, really the “power factor when the oil is 100◦C”. Moisture Moisture content is very important in determining the serviceability of transformer oil. The presence of moisture (as little as 25 parts per million) will usually result in a lower dielectric strength value. Water content is especially important in transformers with fluctuating loads. As the temperature increases and decreases with the changing load, the transformer’s oil can hold varying amounts of water in solution. Large amounts of water can be held in solution at higher temperatures. In this state (dissolved) the water has a dramatic effect on the oil’s performance so water contamination should be avoided. The physical presence of water settled at the bottom of a transformer tank is not an indication of high water content and it is usually harmless in this state. The dissolved water content is the dangerous factor. It is usually measured by physical or chemical means. Testing for the presence of dissolved water can be performed with the use of a Karl Fischer titrating apparatus or by performing one of many tests, such as the Flashpoint, Viscosity, and Specific Gravity. They are of limited value for interpretation of the oil’s quality, but can be used for further investigation if unsatisfactory results are obtained for the tests listed above. The Moisture chart displays the amount of dissolved water in PPM that was recorded over a timeline. This helps you determine if moisture has contaminated the oil. A higher number means more moisture is present and results in reducing the efficiency of the oil, which will increase the amount of heat, thus reducing the life expectancy of the transformer. Dielectric Strength The dielectric breakdown is an indication of the oil’s ability to withstand electrical stress. The most popular test takes an oil sample, places it in a test cup with two electrodes placed at a specific distance apart, and then an AC voltage is applied and raised at a constant rate until an arc jumps through the oil between the two electrodes. The voltage at which the arc occurs is considered the dielectric strength of the oil. The Dielectric Strength chart displays the amount of kilovolts (kV) applied to the oil to produce an arc and then recorded over a timeline. This helps you determine the condition of the oil. A lower number means the oil has less Dielectric Strength, which means it is breaking down due to moisture, contaminants, and so on, thus reducing the efficiency of the oil, increasing the amount of heat, and reducing the life expectancy of the transformer. Acid Number Total Acid Number (TAN) is the measure of the oil's acidity and is measured by titrating the oil with a base material (KOH) and determining the amount of the base required to neutralize the acids in the oil. The results are reported as mgKOH/g of the oil being tested. An equation was derived to model the peak absorbance and weight percent of inhibitor content (%IC) of the oil and it was verified with additional oil sample with a known weight percent of Inhibitor content. Ellipse Asset Performance Management 42 AHCDDB-0006-1804-03 Inhibitor Content Monitoring and inspection of inhibitor content in transformer insulating oil has been a routine test for power utilities. Although new uninhibited transformer insulating oil contains naturally occurring inhibitors, these inhibitors could deplete over time during operation. Once the inhibitor depleted completely, the oil would start to deteriorate at a faster rate and eventually could lead to faults in transformer. The common method of determining the weight percentage of inhibitor in transformer oil. An equation was derived to model the peak absorbance and weight percent of inhibitor content (%IC) of the oil and it was verified with additional oil sample with a known weight percent of Inhibitor content. Using the Standard Oil Test In the example below, the transformer was found to show a decrease from 39.2 to 35.2 mN/m in Interfacial Tension demonstrating the film strength of the oil has been weakened. The Power Factor rose to .022 from .015 showing more energy is being retained in the oil resulting in an increased amount of heat. The Moisture increased from 3.0 PPM to 10.0 PPM showing more moisture is present in the oil, which reduces its efficiency. The Dielectric Strength dropped from 56kV to 29 kV showing the oil has less strength due to moisture and contaminants. Based on these factors and many other factors displayed in other reports and screens not shown in this guide, this transformer should be considered to be a candidate for a High Health Score. Ellipse Asset Performance Management 43 AHCDDB-0006-1804-03 Asset Details | Transformers | Bushing The Asset Details screen for Transformers displays within the Bushing tab "Operational" and "Trending"data. The Bushing tab provides a high-level view of the selected asset. The visualization is available on the Analytics tab For bushing health monitoring there are two main categories that methods fall into – offline and online. Offline methods, as the name implies, require that the transformer be out of service prior to testing. These methods typically require the use of an external test set that accurately measures leakage current, applied voltage, frequency, and the phase angle between the applied voltage and the leakage current. From this data, the real power loss and power factor can be calculated. Offline bushing visualizations: Power Factor & Capacitance, are combined on one chart to indicate correlation if any. Charts can have ranges as well. The range is available as one of the parameters (reference line) separately for each Power Factor and each Capacitance Hover over a data point to view details. A single Bushings chart may show four values: Power Factor, Capacitance, Reference Power Factor and Reference Capacitance.Each row legend gives a possibility to operate on each row separately (turning on and off the Power Factor/Capacitance). In case Reference Capacitance and Reference Power Factor are equal, they are indicated at the same level alternately. Ellipse Asset Performance Management 44 AHCDDB-0006-1804-03 Each chart holds additional and useful information about the: n Manufacturer n Model n Installation date (year) The left y-axis refers to PowerFactor (%) and is the same color as the PowerFactor trend line. The right y-axis refers to Capacitance (pF) and is the same color as the Capacitance trend line. Ellipse Asset Performance Management 45 AHCDDB-0006-1804-03 Assets Details | Circuit Breaker | General The Asset Details report for Circuit Breaker displays the selected asset's basic nameplate information, such as Asset ID, Install date, and Manufacturer. The Circuit Breaker report provides a high-level view of the selected asset including details on Dielectric, Mechanical, Wear and Accessory. This subsystem contains the parameters relating to the insulation to ground quality for that circuit breaker. The Asset Detailsreport displays a high-level views including details on: n Risk Matrix n Risk Trend n Action Plan In addition, a combination of "Operational" and "Trending" data using a series of navigational tabs (for example, Accessory) is available through Analytics menu. Ellipse Asset Performance Management 46 AHCDDB-0006-1804-03 ABB Circuit Breaker Model - Issues and Error Messages Issues and Error Messages output from the ABB Circuit Breaker model. n Additional error messages: In addition to error messages for full model run failures, APM displays error messages related to input data quality. n Issues are split: Instead of merging recommendations into a single issue per sub-system, each recommendation is represented as a separate issue in the action plan. This change facilitates translation of issues into different languages (besides supported language i.e.,English, Chinese, Spanish, and Portuguese). Moreover, this change allows for more descriptive issue titles and less cluttering in the issue details. Ellipse Asset Performance Management 47 AHCDDB-0006-1804-03 Issues Dashboard The Issues page is a list of all open Issues identified on the fleet's assets. This list includes the actions associated with existing issues and Maintenance Priority Score calculated for each individually according to internal application logic. Click on Maintenance Priority to see maintenance priority details. This pop-out shows the Maintenance Priority and Maintenance Score calculations and results for each. Ellipse Asset Performance Management 48 AHCDDB-0006-1804-03 Click on the Action count to see action details. This pop-out will show the list of actions, and for each action: action number, status, schedule date. The action number is hyperlinked to open the action in the source tool (typically the Enterprise Asset Management system). Ellipse Asset Performance Management 49 AHCDDB-0006-1804-03 Issues Sorting Order Issues are sorted and displayed in following order: n Issues with New statuses are displayed at the top of the list. n Maintenance Priority is displayed in descending order. n When there are two or more issues with the same Maintenance Priority, Health score takes precedence, and the sort is descending. n Sort rules on Issues widget is exactly the same as on Issues page (watchlist). Ellipse Asset Performance Management 50 AHCDDB-0006-1804-03 Glossary This glossary contains terminology for Ellipse APM. A Asset Condition This is a value assigned to the likelihood of Failure in order to provide you with a numerical value that will help you determine the health of that asset. Asset Risk Shows the intersection of asset count in percentages and date with a color coded graph displaying counts for locations covered, asset types, assets monitored, assets not monitored and last data updated. Azure Microsoft Azure is a collection of integrated cloud services that developers and IT professionals use to build, deploy, and manage applications through our global network of datacenters. C CCVTs Capacitance Coupled Voltage Transformers I Issues Displays a count of identified asset risk issues by resolution status. Ellipse Asset Performance Management 51 AHCDDB-0006-1804-03 M Maintenance Priority A score that helps prioritizing maintenance activities. The algorithm is based primarily on model-returned data or defaults if no specific data is provided by a model. Most Important Issues List displays up to six assets with most significant absolute changes in the health score over the past week. O Open Issues A card displays the number of Open Issues along with a watch list of the most important issues. P Parameters Tab Displays asset input parameters for a specific asset. You can see model-fed data, including description, value, units if applicable, that impact overall asset health. R Replacement Priority Ellipse APM assigns an asset a Replacement Score which is calculated by an algorithm. The calculation is derived from a number of parameters which are weighted to determined the score. The parameters are different for each asset type. Ellipse Asset Performance Management 52 AHCDDB-0006-1804-03 Risk This is the Risk of Failure and is designated by the colors of a "stoplight" to let you know those assets that are either OK (green), might need to be looked at (yellow), or requires attention (red). S Scatter Plot A report displaying Assets by Condition and Importance Spatial View Shows the geographical distribution of fleet assets (locations) including details related to asset health. Ellipse Asset Performance Management 53 AHCDDB-0006-1804-03 Appendix A: Maintenance Priority Score Calculations Maintenance Priority Calculations: n Normalized Condition: (100 * Condition / NormalizationScoreFactor) l n NormalizationScoreFactor - value store in model configuration (can be changed by admin user through API for morel configuration, JSON). Limited ranges for i(impact), c(cost), u(urgency) as a [1..10] l [1..10] range; this value can be changed by admin user through API for model configuration, JSON. n Calculation process is simplified to the equation: MPS = (MS(i) * 100) / 100000 [assuming that maximum possible MS(i) would be 100000 as max(MS(i))] for entire calculation. n Importance (not normalized because it is always between 1..100 for each asset). Note: We cannot use a maintenance priority that works across asset types unless we have a correction factor. The reason for that is an asset type that is generally less important in a network would see the same ‘normalized importance’ values as an asset type that is generally more important. This would skew the maintenance priority results in favor of the less important assets. Maintenance Priority Score Ranking The following is a list of Maintenance Priority Score (MPS) Ranking: n the higher MPS the higher ranking n issues with same MPS have the same ranking n issues with no MPS have the lowest ranking n ranking sample: l an issue with MPS=3 rank 1 l an issue with MPS=2 rank 2 l an issue with MPS=1 rank 3 Ellipse Asset Performance Management 54 AHCDDB-0006-1804-03 n l an issue with MPS=1 rank 3 l an issue with MPS=1 rank 3 l an issue with MPS=0 rank 6 l an issue with MPS=null rank 7 DENSE_RANK computes the rank of a row in an ordered group of rows and returns the rank as a number. The ranks are consecutive integers beginning with 1. The largest rank value is the number of unique values returned by the query. Rank values are not skipped in the event of ties. Rows with equal values for the ranking criteria receive the same rank. This function is useful for top-N and bottom-N reporting. Ellipse Asset Performance Management 55 AHCDDB-0006-1804-03 Appendix B: Generic Replacement Score Calculations n All Kinectrics models and ABB Circuit Breaker models return normalized scores and those scores are used for the replacement score algorithm. n On the other hand, ABB Transformer scores are not normalized. So the replacement score uses nonnormalized condition score, as originally returned by the model (0..4). n The REST model may return normalized or non-normalized scores, depending on design and individual preferences/requirements. 1. The calculation of the Replacement Score is the sum of the following sub-scores: n Age Score n Financial Score n Health Score n Obsolescence Score 2. Only Replacement Score, which is the main score for the asset is stored in database and so this value is shown to the user. Subscore values are not stored in the database.. n Raw Scores are determined using the following formulas: n Raw Age Score = a. 100 if age is greater m+3s; b. 80 if m+2s < age<= m+3s; c. 60 if m+s < age<= m+2s; d. 40 if m < age<= m+s; e. 20 if m-s < age<= m; f. 0 otherwise Where age = Current Date – In-Service Date in Years; m is the mean age of the asset population and s is the standard deviation of the age of the asset population. In-Service Date is held as Install Date on the nameplate. m - means average age for assets of the same family according to asset types s - standard deviation of assets age or same same family according to asset types n Raw Importance Score = Asset Importance n Raw Financial Score = a. 0 if age is 0 b. 100 if age is equal to Asset Life Age (this will be different for different types of assets) c. Age*(100/Asset Life Age (mfg expected life)) Ellipse Asset Performance Management 56 AHCDDB-0006-1804-03 Age is calculated as (Current Date – Manufactured Date) in years Note: Replacement Score algorithm (Age calculation) is done based on Manufactured Date (Install Date when the Manufacturer Date is not available and current date if both Manufactured Date and Install date are not defined). Asset Life Age means Ellipse APM Manufacturer Expected Life, and 'Age' is calculated as 'age' for Age Score (Current Date - Install Date) n Raw Health Score = Total Condition Score n Obsolescence Score = 0 or 100 depending on a customer provided obsolete indicator not attribute but IsObsolete field is used , taken from the asset's nameplate. a. Set to 0 if asset is not obsolete. b. Set to 100 if asset is obsolete. 4. Each Weighted Score is set using the following calculation Weighted Score = Raw Score * Customer Assigned Weight / Total of all Customer Assigned Weights For example, if given the following weights: Age Score = 50 Criticality Score = 100 Financial Score = 100 Health Score = 100 Obsolescence Score = 0 Then if the Raw Age Score is 60, the Weighted Age Score would get calculated as: Weighted Age Score = 60 * 50 / 350 which comes out to 8.57 (rounded) Ellipse Asset Performance Management 57 AHCDDB-0006-1804-03 Index Index A Action Plan Analytics Asset Details Asset Risk Assets by Type and Organization M 27 Main Dashboard Summary 10, 27 22 5 4 Maintenance Priority Calaculations 54 Messages 25 Most Important Issues 9 11 N C Name Plate Detail Creating a New Issue 22 29 P D Parameters Dashboard 24 4 R G Generic Replacement Score Calculations 56 Replacement Score 26 Risk Matrix 22 Risk Trend 23 I S Issues Issues Sorting Order 8, 48 50 Spatial View K Key Risk Changes Ellipse Asset Performance Management 6 Spatial View Dashboard 14 Summary Dashboard 13 9 58 AHCDDB-0006-1804-03
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File Type : PDF File Type Extension : pdf MIME Type : application/pdf PDF Version : 1.4 Linearized : No Page Count : 62 Page Mode : UseOutlines Page Layout : OneColumn Language : en-us Producer : madbuild Create Date : 2018:11:26 12:31:25-05:00 Modify Date : 2018:11:26 12:31:25-05:00 Title : Ellipse APM 5.0 User Guide Author : Mark Thomas Subject :EXIF Metadata provided by EXIF.tools