Why ‘lineage’ is important to linear asset management

Johan Nel

Nick Thatcher

jnel@openspatial.com

Linear Infrastructure Asset Management

• Working definition: (Cagle, R. F. (2003). "Infrastructure Asset Management: An Emerging Direction“)

– Assess what you have

– Assess Condition

– Assess the financial burden to maintain targeted condition

• Maintain systematic record.

– Lifecycle (Acquisition, Maintenance, Disposal)

Lyn Provost Controller & A-G Office of Auditor General (OAG) (NZ) 7 Nov 2014

http://www.oag.govt.nz/2014/assets/docs/water-and-roads.pdf

However, I am concerned that some local authorities might not have the capacity for the increasing sophistication of information needed to keep delivering essential everyday services to communities affordably.

NZ

Auditor-General Reports NSW

http://www.audit.nsw.gov.au/publications/performance-audit-reports/2012-reports/monitoring-local-government/monitoring-local-government

When compared to some other jurisdictions, New South Wales lacks the same level of assurance that councils comply with the Act, are financially viable and provide efficient and effective services to residents and ratepayers.

Peter Achterstraat Auditor-General Audit Office of NSW 26 Sept 2012

Performance Audit Monitoring Local Government

Asset Lifecycle

• Auditor

• How to prove the asset history

• Acquisition (how do you know)

• Management (entire history including pipe breaks, pipe joins)

• Need spatial component to give a valid asset definition at any point in time.

Definition: Data Lineage

• Nothing to do with Family Tree / Ancestry

• Data lineage is generally defined as a kind of data life cycle that includes the data's origins and where it moves over time. This term can also describe what happens to data as it goes through diverse processes. Data lineage can help with efforts to analyse how information is used and to track key bits of information that serve a particular purpose. (Techopedia)

Definition

• But What does this actually mean

– Where does the data come from

– How has it changed over time

– How hard can it be

Maintenance Management

Complications

• Different Systems

As Constructed GIS

Financial Asset Management Asset

Management

Planned Maintenance

Reactive Maintenance

Asset Lifecycle Accumulates History

Finance

Reactive Maintenance

Maintenance Management

Planned Maintenance

Rel

ine

GIS

Asset

Work Order

Finance

Asset Lifecycle

1 Asset

3 Assets

1 Retired Record

Asset Lifecycle Accumulates History

Finance

Reactive Maintenance

Work Order Management

Planned Maintenance

Rel

ine

GIS

Asset

Work Order

Finance

Issues

• GIS ID’s

• Asset Id’s – Re-Use Existing ID?

• How to assign Maintenance history

– Retire Existing create new • Assign Maintenance history based on location

• Identifiers – Paper based history

– System Generated vs Manual ID’s

Lineage Requirements

• GIS Data e.g. pipe

• Status

• Transaction Table (Monitor function)

• History Table (Archive function)

• Views to complete the picture

• Web services to provide integration

Lineage – Break

GID = 100

GID = 101 GID = 102

PARENT GID = 100 PARENT GID = 100

Lineage – Join

GID = 101

GID = 101 GID = 102

PARENT GID = 101

Lineage – Break / Join (Post) GID = 100

GID = 201 GID = 202

PARENT GID = 100 PARENT GID = 100

GID = 101

GID = 203 GID = 204

PARENT GID = 101 PARENT GID = 101

GID = 202

PARENT GID = 100

PARENT GID = 202

Web Services Integration

• Asset / Work Order management • Methods

– Add – Dispose – Split – Merge – Update

• Issues for Asset management – Financial allocation – Maintenance History allocation

Conclusion

• Lineage is fundamental to prove the proper metadata history of an asset.

• Geometric lineage required to represent the entire asset history

• Valuation and reporting of assets without geometric asset lineage is guesswork at best.