Building Asset Hierarchies with PI AF

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

About this course

In this course, you will learn the skills needed to successfully model your processes and equipment using the PI 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
  • Unify data from multiple sources (PI Data Archive, relational sources, calculations from Asset Analytics) in AF
  • Standardize models across different assets using:
    • Templates
    • Substitution parameters
    • Unit of measurement (UOM) 
  • Create tags through AF

Audience: This course is for beginning users of PI AF, but is open to anyone who wishes to learn more about building assets and hierarchies in PI AF, and asset-based data organization. This course is primarily suited for folks who are responsible for managing the PI 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 PI 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

Time: 12 hours 

Prerequisites: Basic knowledge of the PI System, Microsoft Excel, and relational databases.


Price: 

  • 259 USD: By signing up for this course you will have access to:
    • OSIsoft Engineers who can review your final project
    • Sharable certificate of completion that can be directly posted on LinkedIn (*To obtain the certificate of completion, you need to pass the final project.)

You can also audit the video lecture content on the OSIsoft Learning YouTube Channel. This does not include the exercises, supplementary readings, graded final project or certificate of completion. 

Software Requirements:

Each learner will be required to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise. Specifically, this course will not cover the installation of PI AF Server and PI client tools, so the student needs to ensure the following:

  • Access to a PI AF database with read/write permissions (that is, permissions to create elements and attributes in PI AF).
  • Installation of PI System Explorer and Microsoft Excel with the PI AF Builder add-in.
  • Access to visualization tools such as PI DataLink (2013 or above), PI ProcessBook (3.2 or above), and PI Vision.
  • Students should also have read access to tag data from the PI Data Archive, and optionally the permissions to create tags and write data to them.
  • Optional:  If there is a foreign relational database or spreadsheet with data relevant to the process to be modelled, then read access to those tables would be useful. 

If you do not have access to your own PI System, subscribe to the optional Training Cloud Environment to work with the "PI System Clients - Cloud Environment" :

Grading and Certification of Completion: Once you register for this course, you must select one of the final submission review periods below. During this period, our course facilitators will be available to review and grade your project. If you don't receive a passing grade in the first submission, you can re-submit your work again during the 1 week review period.

Final Project Submission Deadline

Event Date Spaces left
Building Asset Hierarchies with PI AF (Final Project Due) - Virtual Oct. 28, 2019, midnight -
Nov. 1, 2019, 4 p.m. EDT
64
Building Asset Hierarchies with PI AF (Final Project Due) - Virtual Nov. 18, 2019, midnight -
Nov. 22, 2019, 4 p.m. EST
79
Building Asset Hierarchies with PI AF (Final Project Due) - Virtual Dec. 16, 2019, midnight -
Dec. 20, 2019, 4 p.m. EST
73

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • Final Project Submission Deadline
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Lesson 1 - Introduction to AF
  • Introduction to Asset Framework (AF)
  • Lesson 2 - PI System Explorer Basics
  • Navigate in PI System Explorer (PSE)
  • Connect to and Search a PI System
  • Connect to, Create, and Share PI AF Databases
  • Knowledge Check: Create a New Database
  • Lesson 3 - Introduction to AF Modeling
  • Details About HVAC System Example Used in Course
  • Modeling Approaches in PI AF: Top-down Versus Bottom-up
  • Create Elements and Attributes in AF
  • Knowledge Check: Understand Your Assets
  • Lesson 4 - Attribute Data References
  • Create Attributes with PI Point Data Reference
  • Use Alternative Value Retrieval Methods with PI Point Data Reference
  • Create Attributes with Table Lookup Data Reference & Build AF Tables
  • Use Linked SQL Tables in AF
  • Create Attributes with Formula Data Reference
  • Create Attributes with String Builder Data Reference
  • Lesson 5 - Create Templates in AF
  • Introduction to and Advantages of AF Templates
  • Convert an Element to a Template
  • Use Substitution Parameters with Attribute Templates
  • Group Attributes to Build a Base Template
  • Use PI Builder Tool to Create New Attribute Templates
  • Introduction to Derived Templates
  • Build Derived Templates in AF
  • Knowledge Check: Work with Templates
  • Expand AF Hierarchy & Use PI Builder to Map Tags to Attributes
  • Lesson 6 - Build Tags in AF
  • Use Advanced Substitution Parameters with Attribute Templates
  • Revert Attributes to Template in Bulk with PI Builder
  • Configure AF Templates for Tag Creation
  • Rapidly Deploy New Asset Models Using AF Templates
  • Knowledge Check: Expand Asset Hierarchies
  • Lesson 7 - Organize Elements and Attributes
  • Use Categories to Organize Attributes in AF
  • Move and Reference Elements in AF
  • Final Project

    For eLearning, this section will detail the means of submitting the final project for the course.

     

  • Final Project: Build a Robust AF Model Representing Your Assets
  • Course Evaluation

    Section name for getting feedback on the course - every course should have this section.

  • How did it go?
  • Next Steps

    This section will list options to either implement the learned content or how to continue their education in the PI System.

  • Additional Learning Resources

About this course

In this course, you will learn the skills needed to successfully model your processes and equipment using the PI 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
  • Unify data from multiple sources (PI Data Archive, relational sources, calculations from Asset Analytics) in AF
  • Standardize models across different assets using:
    • Templates
    • Substitution parameters
    • Unit of measurement (UOM) 
  • Create tags through AF

Audience: This course is for beginning users of PI AF, but is open to anyone who wishes to learn more about building assets and hierarchies in PI AF, and asset-based data organization. This course is primarily suited for folks who are responsible for managing the PI 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 PI 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

Time: 12 hours 

Prerequisites: Basic knowledge of the PI System, Microsoft Excel, and relational databases.


Price: 

  • 259 USD: By signing up for this course you will have access to:
    • OSIsoft Engineers who can review your final project
    • Sharable certificate of completion that can be directly posted on LinkedIn (*To obtain the certificate of completion, you need to pass the final project.)

You can also audit the video lecture content on the OSIsoft Learning YouTube Channel. This does not include the exercises, supplementary readings, graded final project or certificate of completion. 

Software Requirements:

Each learner will be required to use their own software and their own data structures. This allows each learner to leave the course with something immediately valuable in their enterprise. Specifically, this course will not cover the installation of PI AF Server and PI client tools, so the student needs to ensure the following:

  • Access to a PI AF database with read/write permissions (that is, permissions to create elements and attributes in PI AF).
  • Installation of PI System Explorer and Microsoft Excel with the PI AF Builder add-in.
  • Access to visualization tools such as PI DataLink (2013 or above), PI ProcessBook (3.2 or above), and PI Vision.
  • Students should also have read access to tag data from the PI Data Archive, and optionally the permissions to create tags and write data to them.
  • Optional:  If there is a foreign relational database or spreadsheet with data relevant to the process to be modelled, then read access to those tables would be useful. 

If you do not have access to your own PI System, subscribe to the optional Training Cloud Environment to work with the "PI System Clients - Cloud Environment" :

Grading and Certification of Completion: Once you register for this course, you must select one of the final submission review periods below. During this period, our course facilitators will be available to review and grade your project. If you don't receive a passing grade in the first submission, you can re-submit your work again during the 1 week review period.

Live events

Final Project Submission Deadline

Event Date Spaces left
Building Asset Hierarchies with PI AF (Final Project Due) - Virtual Oct. 28, 2019, midnight -
Nov. 1, 2019, 4 p.m. EDT
64
Building Asset Hierarchies with PI AF (Final Project Due) - Virtual Nov. 18, 2019, midnight -
Nov. 22, 2019, 4 p.m. EST
79
Building Asset Hierarchies with PI AF (Final Project Due) - Virtual Dec. 16, 2019, midnight -
Dec. 20, 2019, 4 p.m. EST
73

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • Final Project Submission Deadline
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Lesson 1 - Introduction to AF
  • Introduction to Asset Framework (AF)
  • Lesson 2 - PI System Explorer Basics
  • Navigate in PI System Explorer (PSE)
  • Connect to and Search a PI System
  • Connect to, Create, and Share PI AF Databases
  • Knowledge Check: Create a New Database
  • Lesson 3 - Introduction to AF Modeling
  • Details About HVAC System Example Used in Course
  • Modeling Approaches in PI AF: Top-down Versus Bottom-up
  • Create Elements and Attributes in AF
  • Knowledge Check: Understand Your Assets
  • Lesson 4 - Attribute Data References
  • Create Attributes with PI Point Data Reference
  • Use Alternative Value Retrieval Methods with PI Point Data Reference
  • Create Attributes with Table Lookup Data Reference & Build AF Tables
  • Use Linked SQL Tables in AF
  • Create Attributes with Formula Data Reference
  • Create Attributes with String Builder Data Reference
  • Lesson 5 - Create Templates in AF
  • Introduction to and Advantages of AF Templates
  • Convert an Element to a Template
  • Use Substitution Parameters with Attribute Templates
  • Group Attributes to Build a Base Template
  • Use PI Builder Tool to Create New Attribute Templates
  • Introduction to Derived Templates
  • Build Derived Templates in AF
  • Knowledge Check: Work with Templates
  • Expand AF Hierarchy & Use PI Builder to Map Tags to Attributes
  • Lesson 6 - Build Tags in AF
  • Use Advanced Substitution Parameters with Attribute Templates
  • Revert Attributes to Template in Bulk with PI Builder
  • Configure AF Templates for Tag Creation
  • Rapidly Deploy New Asset Models Using AF Templates
  • Knowledge Check: Expand Asset Hierarchies
  • Lesson 7 - Organize Elements and Attributes
  • Use Categories to Organize Attributes in AF
  • Move and Reference Elements in AF
  • Final Project

    For eLearning, this section will detail the means of submitting the final project for the course.

     

  • Final Project: Build a Robust AF Model Representing Your Assets
  • Course Evaluation

    Section name for getting feedback on the course - every course should have this section.

  • How did it go?
  • Next Steps

    This section will list options to either implement the learned content or how to continue their education in the PI System.

  • Additional Learning Resources