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THE CHANGE YOU SHAPE

SmartPlant Instrumentation is Changing the Vendor Supply Chain

John Dressel, Fluor

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SPI is Changing the Vendor Supply Chain - Introduction

• The SPI Vendor Supply Chain is the processes required to define and deliver the Instrumentation Systems to a Client – With upcoming changes in SPI this is an opportunity to improve the Data Centricity and Standardization of the Vendor Supply Chain integration interfaces

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SPI Vendor Supply Chain Functions

• The term SPI Vendor Supply NETWORK or SPI Vendor Supply WEB would be more appropriate than SPI Vendor Supply CHAIN because of the number of functions or each component

Select Size Index Specify System Quote

Vendor Data DDP Procure FAT Deliver

INSTRUMENTS VALVES BPCS & SIS

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SPI Vendor Supply Chain Vendor Interfaces

• SPI has more Vendor interfaces to than any other Instrument Engineering Automation application

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SPI Supply Chain Vendor Interfaces • Typical interface points for Vendor Data From and To SmartPlant Instrumentation workflow

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SPI Control Valve Vendor Interfaces

Steps for SPI Control Valve Vendor Interfaces: • Build Control Valve Instrument Tags and input Process

Sizing and Selection data in SPI using Automation Functions

• Create Control Valve Spec Sheets in SPI with Process Data • Export Spec Sheet data to Vendor Sizing and Selection

Software • Vendor Sizing and Selection of Control Valves • Import Manufacturer and Model Numbers into SPI From

Vendor Selection Software • Issue Purchase Orders and Construction Hookup

Documents from SPI • Export Inline Instrument Dimensional Data to S3D for

model

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SPI Instrument Vendor Interfaces

Steps for SPI Instrument Vendor Interfaces: • Build Instrument Tags and input Process Sizing and Selection data

in SPI using Automation Functions • Create Instrument Spec Sheets in SPI Sizing and Selection Data • Export SPI Spec Sheet Data to Vendor Sizing and Selection

Software • Use Instrument Vendor Selection Software to create Model

Numbers • Import Manufacturer and Model Numbers into SPI From Vendor

Selection Software • Issue Purchase Orders and Construction Hookup documents from

SPI • Export Inline Dimensional Data to S3D for model

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SPI DCS & PLC Vendor Interfaces

Steps for DCS & PLC Configuration: • Download SPI I/O Card Library from DCS Vendor for Wiring • Create Field Wiring Network with I/O Cabinets in SPI Wiring

Modules by EPC • Interface SPI DCS I/O Data to DCS Vendor Configuration

Programs • Vendor to do Factory Acceptance Test prior to Shipping • Use DCS Configuration software and SPI Wiring data to Configure

and Maintain Process Control System • Perform Owner Operator Functions for Calibration and Loop

Maintenance

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SPI New and Developing Vendor Supply Chain Interfaces

• Fisher First 2 Valve Sizing and Selection SPI Interface with Dimensional Data for Piping (DDP) • Flowserve is developing a new Performance Valve Sizing and Selection SPI Interface with DDP • Metso Project Business Digitalization program to develop Data Centric SPI Interface with DDP • E+H Instrument Sizing and Selection SPI Interface for Data Centric Project Execution with DDP • Rosemount Instruments is developing a new Sizing and Selection SPI Interface with DDP

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SPI Vendor Supply Chain Dimensional Data for Piping

Sources for Dimensional Data for Piping • Certified Vendor Dimensional Data Drawings

• DDP Data manually input into SPI DDP Module • Import from Vendor Software

• Spreadsheets From Vendor imported or manually input into SPI • 3rd Party (e.g. Thomas.net used by Endress+Hauser) • SPI Interface (e.g. Fisher First 2 with SPI Import Module links) Importance of Data Centric Vendor Provided DDP • Time savings for both Control Systems and Piping in S3D • Allows for Early Model Work for Piping to support FEED • Preferred Vendor placement for vendors who provide

Dimensional Data and Data Centric Interface DDP data is Published from SPI to S3D via SPF for all inline Valves and Instruments Specified in SPI

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SPI Vendor Supply Chain Indexes

• SPI Instrument Indexes • Instrument Tagging and System ID • Instrument Type Technology • Procurement Packaging

• Construction, PO and Turn Over • Recommended Vendors Lists

• Client, Price or Alliance Driven • Material Management Data

• Engineered Items and Bulks • Vendor Focused Indexes

• Mfg. Model and Catalog Numbers • Testing and Certification Requirements

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SPI Vendor Supply Chain Sizing and Selection Calculations

• The SPI Calculation Module can be used to Calculate the Size of Control Valves, Relief Valves and Flowmeters as well as do Thermowell Wake Frequency Calculations

• SPI Sizing Calculation Module features: • Uses standard formulas • Documents Calculation Basis • Direct Access to Process Data • Generates Calculation Reports

• Vendor Sizing and Selection Programs can be used for both Sizing and Selection of Instruments • Requires Data Export / Import or Data Mapping if Data

Centric • Some Vendors provide Dimensional Data for S3D

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SPI Vendor Supply Chain Spec Sheets

• SPI Spec Sheets are the primary source of Vendor Data provided for Sizing, Selection and Procurement of Engineered Valves and Instruments

• SPI Engineered Item Specs Sheet contain: • Process Conditions Data (Process Data Tables) • Sizing Data Requirement (Process Data and Spec UDFs) • Instrument Selection Data (Mostly Spec UDFs) • Optional Accessories (Spec UDFs) • Related Components (Spec UDFs)

• Changes are coming to the SPI Spec Sheets • Engineering Data Editor (EDE) replacing Spec Browsers • Smart Form Generator (SFG) replacing Infomaker Forms • Application Programing Interfaces (APIs) are coming for

Data Integration of the Vendor Supply Chain interfaces

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SPI Spec Module Coming Changes

• Engineering Data Editor (EDE) - Allows users to create flexible data queries within SPI will soon replace the need for Infomaker Browser for Spec Sheets • Will become the primary mechanism for bulk editing and

exporting Vendor Supply Chain Data from Spec Sheets • Smart Report Generator (SRG) - Offer a single web based

solution to create specifications and forms for all Smart Solutions, replaces Infomaker Power Soft Reports • Will replace the Spec Forms in SPI but may not have all the

capabilities of an Infomaker .psr report • Application Programming Interface (API) - A framework for

exposing Application data and services to “Any Device - Any Where” via a Web Interface • Representational State Transfer (REST) or RESTful - and OData

(Open Data Protocol) are interoperability standards for building interface Web APIs for future Vendor Data Integration

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• SPI Spec Sheet Spec_UDFs are used to define most of the Vendor data used for Selection of Instruments and Valves

• Spec Browsers are Defined by the Spec Data Dictionary to define headers for each Spec_UDF field per Spec Form

• Infomaker PSR Forms used by SPI are very easy to modify therefore creating unlimited variations in the Spec_UDFs

• The Spec Data Dictionary is not currently accessed by the EDE for creating EDE Views of Specs

• Exporting Vendor Data from Spec browser or EDE views need a hard copy of the Spec sent to the Vendor for support

• Mapping of Spec Data Fields to the Vendor Sizing and Selection software is a major issue for vendors

• The Lack of Integration Standards compounds ability to develop stable Vendor Integration Templates or APIs

Current Issues with SPI Specs and the Vendor Supply Chain

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• “Hexagon PPM, as a pioneer in the field of data-centric engineering design and information management, contributes actively to the development and adoption of international standards that promote the efficient exchange and reuse of facility information.”

• ISO 15926 - Hexagon PPM has been an active member of POSC/Caesar and delivered the first ever POSC/Caesar data warehouse in 1997. POSC/Caesar initiated the development of the ISO 15926 standard. SmartPlant Foundation data model has shared a common basis with ISO 15926 Part 2

• CFIHOS (Capital Facilities Information Hand-Over Specification) for process industries Whilst the CFIHOS standard is still under development, Hexagon PPM considers that it provides a good pragmatic basis for defining standard information requirements for life-cycle asset management using ISO 15926 . We are adopting this standard within our new Smart Digital Asset portfolio of products

• OData APIs SmartPlant Foundation and the solutions built on this, such as SmartPlant Enterprise for Owner Operators, already benefit a wide range of read-write OData APIs. Over the coming years, our Smart design tools will support more OData Restful APIs

SPI and Hexagon PPM Interface Standards

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PIP DMDIM001 - Instrumentation Metadata Requirements Specification

• This Practice provides a data dictionary for establishing structured electronic information for process instruments

• 816 total fields identified In the DMDIM001 Data Map • Process Data - 110 Total Fields Required (17 Process UDFs) • Flow - 366 Total Data Fields ( 170 SPI Spec UDF Fields) • Level - 274 Total Data Fields ( 111 SPI Spec UDF Fields) • Pressure - 180 Total Data Fields (36 SPI Spec UDF Fields) • Temperature - 208 Total Fields ( 20 SPI Spec UDF Fields) • Control Valve - 238 Total Fields ( 192 SPI Spec UDF Fields) • Relief Device - 178 Total Fields ( 157 SPI Spec UDF Fields)

• Instrument Design Tool Configuration (IDTC) Houston SPI LTUF SIG Completed Action Items: • Identify data elements from list that exist in SPI • Review, consolidate, expand list of data elements not in SPI • Develop New Control Valve and Relief Devices data fields

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PIP DMDIM001 - Instrumentation Metadata Requirements Specification

• Houston SPI LTUF IDTC SIG Possible Future Action Items: • Develop New Analyzer data elements for the IDTC • Provide Final SIG Recommendations to the PIP DMDIM001 IDTC

committee for implementation • Review and Recommend Vendor Data Standards Normalization

for PIP DMDIM001 Inclusion: • ISO 15926 Parts 2-6 Define, Reference, Implement and Publish • Correlate with Namur Prolist NE100 Minimum Vendor Data • Correlate with CFIHOS Handover Specification Data • Correlate IDTC Data Table with ISA S20 SPI UDF Data Map

• Provide recommended SPI schema changes to Hexagon PPM • Recommend Normalized Spec_UDF Mapping per ISA and PIP

- or - • Provide New Recommended Add_Spec Tables to fill gaps in

the existing SPI Spec Data Dictionary

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• With upcoming changes in SPI this is an opportunity for Hexagon PPM to improve the Data Centricity and Standardization of the Vendor Supply Chain integration interfaces

• Benefits of adopting a Normalized Standards Based Spec Data Dictionary on upcoming Hexagon PPM changes to SPI: • Engineering Data Editor (EDE) – will have Structured Data Dictionaries to base its Spec View

queries on without having to map to unique data structures for every SPI Spec Form • Smart Report Generator (SRG) - will have Structured Data Dictionaries to develop normalized

Spec Form WUSIWYG Reports and Data Editing Views of Spec Data Sheets • Application Programming Interfaces (APIs) - will have Structured Data Dictionaries to allow

hexagon PPM and Vendors to develop stable Web APIs to exchange data between SPI and the Vendor Supply Chain Sizing and Selection Software

SPI Structured Data Dictionary and the Vendor Supply Train

SmartPlant Instrumentation Is Changing the Way We Interface With The Vendor Supply Chain

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The SmartPlant Instrumentation is Changing Vendor Supply Chain

If you don’t have standardized processes how are you going to provide a consistent way to automate them?

~ Supply Chain Today

QUESTIONS?

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THANK YOU