Maximo Training - Asset Management

© 2014 IBM Corporation

IBM Maximo Asset Management TrainingAsset Management

Bruno Portaluri

Maximo Technical Solution Architect

Last Update: 2014-11-12

© 2014 IBM Corporation2

Maximo terms and definitions

• An Asset is any equipment, machinery, or technology that your company owns or leases that you will be managing and maintaining using Maximo

• Examples:

• Production - motors, pumps, winches, presses

• Facilities - plumbing, lighting, fire extinguishers

• Fleet - forklifts, trucks, buses, trains, aircraft

• Technology - computers, routers, hubs, servers


Asset module

• Applications

• Assets

• Locations

• Meters

• Meter Groups

• Condition Monitoring

• Failure Codes


Asset application

Create and store assets and corresponding information, such as parent, location, vendor, status, and maintenance costs.

You can build an asset hierarchy as an arrangement of buildings, departments, assets, subassemblies and spare parts.

An asset is any piece of equipment that needs to be maintained and managed throughout its lifecycle


Location application

Locations can be organized into logical hierarchical systems or network systems.

Using hierarchies or systems of locations and specifying the locations for assets on an asset record provides the groundwork for gathering and tracking information about the history of an asset, including its performance at specific sites, as it is moved from location to location.

Locations and location hierarchies represent physical locations or functional areas of an organization


Meters application

Meter types are: characteristic, continuous (actual/delta), gauge.

An asset or a location can have multiple meters associated with it.

Meters are used to track asset or location performance


Meter Groups application

You use the Meter Groups application to define a logical grouping of meters that comprise a meter group.

By creating a meter group, you can add multiple meters to an asset or to a location at the same time.

Meter groups represent a collection of meters that are used together


Condition Monitoring application

You use the Condition Monitoring application to create and to view measurement point records for assets and for locations.

You can generate work orders with a specific job plan for assets or for locations with meter readings that are outside the defined limits.

A measurement point defines the limits of acceptable meter readings for a characteristic meter or for a gauge meter on an asset or at a location


Failure Codes application

The identifier of a failure hierarchy is the failure class. Failure classes are specified on asset records and on location records.

Setting up a failure codes hierarchy allows you to perform failure reporting and analysis.

Failure codes are linked in parent-child relationships to form a failure hierarchy of problems/causes/remedies.


Exercises

• View Locations• Open Location application

• Open location ‘NEEDHAM’ and view its details

• Open the location hierarchy drilldown

• Jump to ‘PACKAGE’ child location using location hierarchy drilldown

• Jump to ‘BPM3100’ child location using the children table

• View assets located in ‘BPM3100’

• View Assets• Open Assets application

• Open asset ‘13140’ and view its details (location, failure class, manufacturer, installation date, etc.)

• Go to ‘Spare Parts’ tab to view asset subassemblies


Exercises

• View Meters

• Open Meters application

• Open meter ‘RUNHOURS’ and view its details

• Go to ‘Where Used’ tab to view the assets that use this meter

• Open Asset ‘11450’

• Go to ‘Meters’ tab to see the meters associated to the asset

• View Meter Groups

• Open Meters Groups application

• Open meter ‘CLASS8’ and view its details

• Open location ‘115577’ tab to see how the meter group defines the list of meters associated to the asset


Exercises

• View Measurement Points

• Open Condition Monitoring application

• Open Measurement Point ‘1001’ and view its details (asset, meter, upper limits, measurement history, etc.)

• View Failure Hierarchies

• Open Failure Codes application

• Open Failure Class ‘PUMPS’ and view its details

• Click on entries in the Problems and Causes tables to see how the failure hierarchy is defined


Exercises

• Create an asset

• Asset: T1

• Description: Test asset 1

• Type: PRODUCTION

• Serial #: 1234-567

• Failure Class: PUMPS

• Move the asset

• When the asset is saved the Location fields becomes read-only.

• Move the asset to ‘BOILER’ location (Select Action > Move/Modify Asset)

• Change status of the asset

• Press the Change Status button (or Change Status menu action)

• Change status to ‘OPERATING’

ScenarioCreate and asset, move it to an operating location and activate it


Exercises

• Associate a meter to the asset

• Switch to the Meters tab and add ‘PRESSURE’ gauge meter

• Enter meter reading

• Select Action > Enter Meter Readings

• Enter 10 as New Reading and press TAB key

• Enter 15 as New Reading and press TAB key

• View meter reading history

• Select Action > Manage Meter Reading History

• Switch to ‘Characteristic and Gauge Meter Readings’ tab

ScenarioEnter meter readings


Exercises

• Additional Asset scenarios

• Set Users and Custodians (Select Action > Associate Users and Custodians)

• Create an asset structure (Subassembly tab)

• Define Spare Parts (Subassembly tab)

• Report Downtime

• Additional Location scenarios

• Create a location as a child of ‘PACKAGE’ in the ‘PRIMARY’ system

• Classifications and attributes

Maximo Training - Asset Management

Technology

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