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Asset Framework: Basics

Learn the skills needed to successfully model your processes and equipment using the Asset Framework (AF) Server.

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About this course

In this course, you will learn the skills needed to successfully model your processes and equipment using the Asset Framework (AF) Server. This course discusses the methodologies needed to build representations of assets (AF Elements) and their associated data (AF Attributes)

By the end of the course, you will be able to...

  • Organize assets into AF hierarchies
  • Standardize models across different assets using:
    • Templates
    • Substitution parameters
    • Unit of measurement (UOM)
  • Create tables to unify data (Data Archive, relational sources) in AF
  • Create tags through AF

Audience

This course is for beginning users of AF, but is open to anyone who wishes to learn more about building assets and hierarchies in AF, and asset-based data organization. This course is primarily suited for those who are responsible for managing the AF database since the tasks involve building elements and defining data to be associated with them.

However, any user who has read/write access to a AF database (even if it is a "sandbox" environment) will benefit. In fact, having a good knowledge of the equipment and processes involved will lead to more meaningful models; so participation by process engineers and other subject matter experts is highly encouraged.

Level: Introductory

Study Time: 12 hours

Course Access: Unlimited access to all content except the Training Cloud Environment (TCE). You have 30 days access to the TCE starting on the day you access module section "Launch Cloud Environment". 

After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

  • Basic knowledge of the PI System, Microsoft Excel, and relational databases
  • A computer that can access our YouTube content, and pass our connection test

This Course Includes...

  • Videos, demonstrations and quizzes to help you learn the material
  • A Cloud Environment accessible for 30 days and configured to follow the demonstrations in the course
  • A shareable certificate of completion

Further Information

  • This is a self-paced course. Any questions or assistance needed about the material can be asked in this course's space in the OSIsoft PI Square community
  • When you complete the examination at the end of the course, you will receive a certificate of completion which can be shared and directly posted on LinkedIn
  • For more information about our Online Courses please visit our FAQ page

You can audit the full video lecture content right now on the OSIsoft Learning YouTube Channel

Download Course Workbook

Course Outline

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environments
  • Launch Cloud Environment
  • A Walkthrough of AF
  • What does Asset Framework (AF) do for me?
  • Introduction to Asset Framework
  • Introduction to AF Key Features
  • Navigate in PI System Explorer (PSE) (4:45)
  • Interactive Challenge: Navigate in PSE
  • Keyboard Shortcuts (optional)
  • Connecting and Verifying Data Archive and AF Servers (3:11)
  • Searching and Filtering with PSE
  • Finding Data Demonstration (7:19)
  • Searching and Filtering
  • Finding Points through PI System Explorer (2:46)
  • Create an Element using the Palette Functionality (4:39)
  • Hiding Check In and Check Out Dialogs (optional)
  • Creating Databases, Hierarchies, Templates, and more
  • Asset Hierarchy Design Strategies
  • Create an AF Database, an Element and Attributes (8:25)
  • Interactive Challenge: Add new database, element and attribute in PSE
  • Create an AF Table
  • Create an AF Enumeration Set (2:45)
  • Unit of Measures Overview
  • Details on Reference Types
  • Attribute Data References - Quick Reference Guide
  • Formula Data Reference
  • Substitution Parameters in an Attribute Template
  • Creating a Template from an Element (3:17)
  • Adding to the Hierarchy
  • Adding Attributes to the Template
  • Creating an Element from a Template (1:54)
  • Interactive Challenge: New element from Template (1:16)
  • Adding Layers to the Hierarchy
  • String Builder Data Reference
  • Bulk Edit of the AF Hierarchy (5:35)
  • Attribute Traits
  • Use of Categories (4:47)
  • Discover Tag Creation (4:07)
  • Visualizing with PI Vision
  • Visualizing Velocity Terminal Data in PI Vision (6:52)
  • Summary
  • Best Practices Summarized
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Learning Resources
  • Modeling Approaches in AF: Top-down Versus Bottom-up (8:46)
  • End of the course

About this course

In this course, you will learn the skills needed to successfully model your processes and equipment using the Asset Framework (AF) Server. This course discusses the methodologies needed to build representations of assets (AF Elements) and their associated data (AF Attributes)

By the end of the course, you will be able to...

  • Organize assets into AF hierarchies
  • Standardize models across different assets using:
    • Templates
    • Substitution parameters
    • Unit of measurement (UOM)
  • Create tables to unify data (Data Archive, relational sources) in AF
  • Create tags through AF

Audience

This course is for beginning users of AF, but is open to anyone who wishes to learn more about building assets and hierarchies in AF, and asset-based data organization. This course is primarily suited for those who are responsible for managing the AF database since the tasks involve building elements and defining data to be associated with them.

However, any user who has read/write access to a AF database (even if it is a "sandbox" environment) will benefit. In fact, having a good knowledge of the equipment and processes involved will lead to more meaningful models; so participation by process engineers and other subject matter experts is highly encouraged.

Level: Introductory

Study Time: 12 hours

Course Access: Unlimited access to all content except the Training Cloud Environment (TCE). You have 30 days access to the TCE starting on the day you access module section "Launch Cloud Environment". 

After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

  • Basic knowledge of the PI System, Microsoft Excel, and relational databases
  • A computer that can access our YouTube content, and pass our connection test

This Course Includes...

  • Videos, demonstrations and quizzes to help you learn the material
  • A Cloud Environment accessible for 30 days and configured to follow the demonstrations in the course
  • A shareable certificate of completion

Further Information

  • This is a self-paced course. Any questions or assistance needed about the material can be asked in this course's space in the OSIsoft PI Square community
  • When you complete the examination at the end of the course, you will receive a certificate of completion which can be shared and directly posted on LinkedIn
  • For more information about our Online Courses please visit our FAQ page

You can audit the full video lecture content right now on the OSIsoft Learning YouTube Channel

Download Course Workbook

Course Outline

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environments
  • Launch Cloud Environment
  • A Walkthrough of AF
  • What does Asset Framework (AF) do for me?
  • Introduction to Asset Framework
  • Introduction to AF Key Features
  • Navigate in PI System Explorer (PSE) (4:45)
  • Interactive Challenge: Navigate in PSE
  • Keyboard Shortcuts (optional)
  • Connecting and Verifying Data Archive and AF Servers (3:11)
  • Searching and Filtering with PSE
  • Finding Data Demonstration (7:19)
  • Searching and Filtering
  • Finding Points through PI System Explorer (2:46)
  • Create an Element using the Palette Functionality (4:39)
  • Hiding Check In and Check Out Dialogs (optional)
  • Creating Databases, Hierarchies, Templates, and more
  • Asset Hierarchy Design Strategies
  • Create an AF Database, an Element and Attributes (8:25)
  • Interactive Challenge: Add new database, element and attribute in PSE
  • Create an AF Table
  • Create an AF Enumeration Set (2:45)
  • Unit of Measures Overview
  • Details on Reference Types
  • Attribute Data References - Quick Reference Guide
  • Formula Data Reference
  • Substitution Parameters in an Attribute Template
  • Creating a Template from an Element (3:17)
  • Adding to the Hierarchy
  • Adding Attributes to the Template
  • Creating an Element from a Template (1:54)
  • Interactive Challenge: New element from Template (1:16)
  • Adding Layers to the Hierarchy
  • String Builder Data Reference
  • Bulk Edit of the AF Hierarchy (5:35)
  • Attribute Traits
  • Use of Categories (4:47)
  • Discover Tag Creation (4:07)
  • Visualizing with PI Vision
  • Visualizing Velocity Terminal Data in PI Vision (6:52)
  • Summary
  • Best Practices Summarized
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Learning Resources
  • Modeling Approaches in AF: Top-down Versus Bottom-up (8:46)
  • End of the course