4.0 PI ProcessBook

Copyright © 2010 OSIsoft, Inc.

4.0 PI ProcessBook


What is PI ProcessBook?

Standalone software that allows users to create dynamic, interactive graphical displays featuring real-time PI and non-PI data.

Displays can show: Schematic or realistic process flow diagrams Values Trends and plots And more

PI ProcessBook also includes Visual Basic for Application (VBA) as a development environment

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Standard Windows Structure

PI ProcessBook uses a standard Windows type environment that make functions accessible from: Menus Toolbars

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PI ProcessBook Modes

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Run Mode

Build Mode

• Browse PI ProcessBook (Workbook) elements

• Visualize already created displays

• Display Navigation

• Change mode by selecting Tools > Run or clicking on ( ) of the

Drawing toolbar.

• Build or Edit PI ProcessBook (Workbook) elements

• Add or Modify elements to/from a display

• Change mode by selecting Tools > Build or clicking on ( ) of the

Drawing toolbar.


3.2.1 Trend Navigation


Trend Viewing Options

These functions can used only in Run ( ) mode only Full screen graphic display Zoom In/Out on a trend Change the vertical axis scale Change the time period

displayed Trend cursors Show/Hide data traces Tooltip statistics Show Details and Annotations Revert to original configuration

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Full Screen

Double-Click in Run ( ) mode to activate Double-Click again to deactivate

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Too small?Double-Click on it

( Run mode only)


Zoom

Drag a rectangle within the trend boundary

Use revert ( ) to return to original definition

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( Run mode only)


Change Time Range

Zoom function previously described

“One time period forward – backward” functions at the bottom of the trend: Browses one time period forward or backward and

accesses the appropriate archived data

Use the scroll bar:

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( Run mode only)


Trend Cursors

Activates a cursor to display the exact value at one (or more) given time(s). Set one by using ( ).

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( Run mode only)


Data Traces

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( Run mode only)

Traces can shown or hidden by clicking on the tag name in the legend or Right-click on Trend > Trend Traces

Traces can shown or hidden individually or all at once


Revert to Original Configuration

Select View > Revert or click on the ( ) button to get back to the original display

The changes made in View mode are only temporary and will not change the original configuration

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( Run mode only)


Trends (Ad-Hoc)

In Run mode, there are 2 ways to create a trend: In the current window, select one or many values, click

on ( ) then draw a rectangle to display the trend

In a new window, select one or many values, then click on ( ) to create an Ad-Hoc trend

It is possible to save the new window as a Display

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( Run mode only)


Unavailable Data

Render of unavailable data through elements Trend shows nothing Dynamic Value shows No Data Trend Cursor shows No Data Bar Graph shows diagonal lines Multi-state symbol shows the user defined Bad data

color

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Status Bar

The status bar at the bottom of the window shows:1. Time Zone

2. Layers

3. Status Report

4. Default Line / Fill / Background color for an element

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1 2 3 4


Status Report

A status report can be accessed on the status bar at the bottom of the screen

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Double-click on this icon to access the status report

All of the dynamic elements on the display are updatingAt least one dynamic element in the display is reporting bad data (or a shutdown status)


Status Report

The status report presents all of the dynamic elements on the display along with their associated tag

An error message will appear for every dynamic element in error

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Statistics

Hovering the mouse cursor over an objects presents tooltip statistics

Present statistics for the longest time range specified by an element in your display

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Statistics are: Average Minimum and

Maximum Count Range Pop. Std Deviation

( Run mode only)


Show Details and Annotations

At any moment you can visualize: compressed data statistics point attributes annotations

from a dynamic element presented on your display

Data, statistics or attributes can be exported to a file or copied to clipboard

Write annotation directly from a display

Details window is driven by selections in your display

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( Run mode only)


Show Details and Annotations - Data

Select the Data option

1. Refresh data grid

2. Increase or decrease fonts from data grid

3. Export data to .TXT or .CSV file

4. Copy to clipboard

5. Select point to get data from among the list of all points belonging to the current display

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1 2 3 4

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Show Details and Annotations - Annotations

You can write many annotations for a specific event1. Enter you annotation2. Determine the type, it can be:

String Integer Float Array File And more

3. Enter a description4. Save the annotation5. Delete selected annotation6. Import/Export a file into/from the

annotation

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1 2 3

4 5 6


Show Details and Annotations - Statistics

Select the Statistics option to visualize results Statistics are calculated for

a time range Elements presenting a

single value use a time range equals to :

The outermost past time boundary of all elements belonging to current display

To now

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Notifications

PI ProcessBook integrates PI Notifications related to your current user (Windows user)

Select View > Notifications

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The ( ) button allows access to a library of symbols

Symbol Library

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( Build mode only)


Dynamic elements


Dynamic Elements

The following dynamic elements can be added to a display:

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Trends

X-Y Plots

Bar Graphs

Dynamic Values

Multi-State Symbols


Dynamic Elements

The dynamic elements will change in real time according to the value of their associated tag

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Level: 31.22 11/ 05/ 2006 10:56:15 AM Level: 92.63 11/ 05/ 2006 10:58:07 AM


Examples of a Bar Graph

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Background color

Fill color


Dynamic Values

A Dynamic Value shows the tag’s current or past value.

Show or not the tag name (and where) Show or not the timestamp (and where) Show or not the engineering units

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( Build mode only)


Statistics

Hovering the mouse cursor over an objects presents tooltip statistics

Present the object’s associated point current value If the object is multi-state, it also presents the

current step

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( Build mode only)


Multi-State Objects

Objects that change state based upon user defined values. Bar Graphs Dynamic Values Shapes Symbols from the library

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( Build mode only)


3.5.1 PI Calculation

Copyright © 2010 OSIsoft, Inc.36

Mathematical Functions and Operators

PI Performance Equation Syntax

Mathematical operators

+

-

*

/

^

Mathematical functions

cos()

sin()

tan()

log()

log10()

Mathematical functions

exp()

abs()

int()

atn()

sqr()

sgn()

And more…

Expressions can use…


Built-in Functions

PI Performance Equation Syntax

• % of time tag has good valuesPctGood()• Range of min to maxRange()• Time-weighted standard deviationStDev()• Time-weighted averageTagAvg()• Event-weighted averageTagMean()• Maximum value in periodTagMax()• Minimum value in periodTagMin ()• Time integral over a periodTagTot()

Examples of built-in functions:


Operators in Performance Equation

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An expression can use If-Then-Else, relational and logical operators Syntax: IF expr0 THEN expr1 ELSE expr2 Example: IF ‘Tag1’ >= 50 AND ‘Tag2’ < 125 THEN “under limit” ELSE “good”


Data Sets Dialog Box

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• Tools > Data Sets… > New > PI Calculation

1. In PI ProcessBook 1


PI Calculation Data Sets

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• Set PE equation

2. Define calculation

• Use predefined interval or,

• Set a custom interval

3. Set Calculation interval

4. Set Column Name

5. Define refresh interval

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PI Calculation Data Sets

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Common Calculations

User Entered Calculation


PI Calculation Data Set

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Column Label appears as the first selection in the available calculations.


Using Data Sets

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3.5.3 AF2 Data Set


What is AF Asset Model?

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Allows users to organize and structure PI data and other data (like reactors, transformers, meters, etc.)

Is based on Element representing a user-oriented object

Element can contain attributes All information are stored in the PI

Analysis Framework Database (AF) Permits to use AF as a common

source of data, properties and configuration

Information from AF are available through AF2 Data Set in PI ProcessBook


ProcessBook Dynamic elements

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The dynamic elements will change in real time according to the value of their associated element’s attribute Instead of referencing a point it uses a AF2

element’s attribute Result will be modified by the unit of measure

(UOM) chosen


AF2 Data Set

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Use AF2 Data Set to present data from your model

AF2 property / attribute can be used with: Trends XY plot Multi-State shapes Dynamic values Bars


Dynamic Elements using AF2 Data Set

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• Choose AF2 Data Set instead of Tag Search one

1. Change to AF Data Set

• Browse the hierarchy or use the search dialog box

2. Find the element

• Select the attribute• Modify the UOM• Set the Use the PIPoint

directly option

3. Choose the attribute

• Formatting the number• Show name• Show timestamp

4. Format the display

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Conclusion

“By using PI, we have been able to see what we guessed was happening. We have been able to validate our ideas and turn them into substantive savings. In our case, 10% of our operations budget.”

Chilkoot Ward Director of UtilitiesUniversity of Alaska (Power Generation)

4.0 PI ProcessBook

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