Enabling Condition Based Maintenance (CBM)

Learn how to use various components of the PI System to enable a successful Condition Based Maintenance (CBM) implementation

About this course

The objectives of the course are to help your organization eliminate unnecessary maintenance, minimize unexpected failures, maximize use of resources, increase reliability and availability, and extend the lifetime of various assets using the OSIsoft PI System.

In this course, you will learn how to use AF templates, Event Frames and Asset Analytics to implement advanced logic to evaluate your equipment's health, as well as how to use Notifications to receive automated alerts based on deviations in your process data. Additionally, you'll see how easy it is to use tools like PI Vision and PI DataLink to visualize important information about your equipment and make informed maintenance decisions.

*No 3rd party Computerized Maintenance Management System (CMMS) integration is covered in this course.

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

  • Describe CBM methodologies with the PI System
  • Identify and contextualize key process variables in AF
  • Create real-time asset condition indicators in PI Vision
  • Monitor asset conditions using Event Frames
  • Configure notifications for asset monitoring
  • Link notifications to PI Vision displays

Audience

This course is primarily suited for maintenance engineers, process engineers and reporting analysts who are considering implementing a condition-based maintenance (CBM) strategy.

Level: Intermediate

Study Time: 16 hours

Course Access: Unlimmited access. The only exception is the Training Cloud Environment for which you have 30 day access. After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

Basic knowledge of the Asset Framework, Asset Analytics and PI Client Tools (PI Vision and PI DataLink). If you are not familiar with these topics, we encourage you to take these courses before:

  • Building Asset Hierarchies with PI AF
  • Configuring Analytics with PI AF
  • Creating Basic Reports with PI DataLink
  • A computer that can access our YouTube content, and pass our connection test

This Course Includes...

  • Videos, exercises and quizzes to help you learn the material
  • A Cloud Environment accessible for 30 days and configured to complete all the exercises in the course
  • Sharable 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

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Lesson 1 - Introduction to CBM and the PI System
  • What is Condition Based Maintenance (CBM)? (7:33)
  • Objectives and Examples of CBM
  • Steps to Enable CBM with the PI System (8:44)
  • Notes on Knowledge Checks
  • Knowledge Check: Asset Maintenance Strategies in Your Organization
  • CBM Methodologies with the PI System (9:46)
  • Identify set Candidates for CBM
  • Knowledge Check: Select CBM Methodologies for Your Asset
  • Lesson 2 - [Optional] Asset Based PI Example Kit
  • Introduction to the Asset Based PI Example Kit - Pump Condition Based Maintenance (5:42)
  • Lesson 3 - Deep Dive into Sample Pump CBM Logic in AF
  • Identify and Contextualize Key Process Variables (4:31)
  • PI System Capabilities Summary
  • Knowledge Check - Describe an Asset Based PI Example Kit
  • Lesson 4 - [Optional] Refresher on Asset Analytics
  • Configuring Analytics Review
  • Lesson 5 - Visualize Real-time Conditions with the PI System
  • Create Real-time Asset Condition Indicators in PI Vision (10:17)
  • Knowledge Check - Create a PI VIsion Dashboard to Monitor Asset Health
  • Visualize and Compare Fleet-wide Asset Health in PI DataLink (5:42)
  • Knowledge Check - Build a PI DataLink Report to Compare Asset Performance
  • Monitor Out-of-band Asset Conditions using Event Frames (10:15)
  • Knowledge Check - Enhanced Condition Based Monitoring with Event Frames
  • Knowledge Check - What Could be Added to Your AF Structure?
  • Lesson 6 - Alert and Notify
  • Configure Basic Notifications for Pump Condition Based Monitoring (6:33)
  • Knowledge Check - Configure Notifications to Alert Certain Conditions
  • Generate Notifications with a Dynamic URL for PI Vision Displays (6:22)
  • Knowledge Check - Add a Dynamic URL to Notifications
  • Acknowledge and Visualize Notifications in PI Vision (3:38)
  • Knowledge Check - Review, Acknowledge and Comment on Notifications in PI Vision
  • Lesson 7 - CBM Takeaways
  • Additional Opportunity for Business Value
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Resources of CBM
  • End of the Course

About this course

The objectives of the course are to help your organization eliminate unnecessary maintenance, minimize unexpected failures, maximize use of resources, increase reliability and availability, and extend the lifetime of various assets using the OSIsoft PI System.

In this course, you will learn how to use AF templates, Event Frames and Asset Analytics to implement advanced logic to evaluate your equipment's health, as well as how to use Notifications to receive automated alerts based on deviations in your process data. Additionally, you'll see how easy it is to use tools like PI Vision and PI DataLink to visualize important information about your equipment and make informed maintenance decisions.

*No 3rd party Computerized Maintenance Management System (CMMS) integration is covered in this course.

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

  • Describe CBM methodologies with the PI System
  • Identify and contextualize key process variables in AF
  • Create real-time asset condition indicators in PI Vision
  • Monitor asset conditions using Event Frames
  • Configure notifications for asset monitoring
  • Link notifications to PI Vision displays

Audience

This course is primarily suited for maintenance engineers, process engineers and reporting analysts who are considering implementing a condition-based maintenance (CBM) strategy.

Level: Intermediate

Study Time: 16 hours

Course Access: Unlimmited access. The only exception is the Training Cloud Environment for which you have 30 day access. After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

Basic knowledge of the Asset Framework, Asset Analytics and PI Client Tools (PI Vision and PI DataLink). If you are not familiar with these topics, we encourage you to take these courses before:

  • Building Asset Hierarchies with PI AF
  • Configuring Analytics with PI AF
  • Creating Basic Reports with PI DataLink
  • A computer that can access our YouTube content, and pass our connection test

This Course Includes...

  • Videos, exercises and quizzes to help you learn the material
  • A Cloud Environment accessible for 30 days and configured to complete all the exercises in the course
  • Sharable 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

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Lesson 1 - Introduction to CBM and the PI System
  • What is Condition Based Maintenance (CBM)? (7:33)
  • Objectives and Examples of CBM
  • Steps to Enable CBM with the PI System (8:44)
  • Notes on Knowledge Checks
  • Knowledge Check: Asset Maintenance Strategies in Your Organization
  • CBM Methodologies with the PI System (9:46)
  • Identify set Candidates for CBM
  • Knowledge Check: Select CBM Methodologies for Your Asset
  • Lesson 2 - [Optional] Asset Based PI Example Kit
  • Introduction to the Asset Based PI Example Kit - Pump Condition Based Maintenance (5:42)
  • Lesson 3 - Deep Dive into Sample Pump CBM Logic in AF
  • Identify and Contextualize Key Process Variables (4:31)
  • PI System Capabilities Summary
  • Knowledge Check - Describe an Asset Based PI Example Kit
  • Lesson 4 - [Optional] Refresher on Asset Analytics
  • Configuring Analytics Review
  • Lesson 5 - Visualize Real-time Conditions with the PI System
  • Create Real-time Asset Condition Indicators in PI Vision (10:17)
  • Knowledge Check - Create a PI VIsion Dashboard to Monitor Asset Health
  • Visualize and Compare Fleet-wide Asset Health in PI DataLink (5:42)
  • Knowledge Check - Build a PI DataLink Report to Compare Asset Performance
  • Monitor Out-of-band Asset Conditions using Event Frames (10:15)
  • Knowledge Check - Enhanced Condition Based Monitoring with Event Frames
  • Knowledge Check - What Could be Added to Your AF Structure?
  • Lesson 6 - Alert and Notify
  • Configure Basic Notifications for Pump Condition Based Monitoring (6:33)
  • Knowledge Check - Configure Notifications to Alert Certain Conditions
  • Generate Notifications with a Dynamic URL for PI Vision Displays (6:22)
  • Knowledge Check - Add a Dynamic URL to Notifications
  • Acknowledge and Visualize Notifications in PI Vision (3:38)
  • Knowledge Check - Review, Acknowledge and Comment on Notifications in PI Vision
  • Lesson 7 - CBM Takeaways
  • Additional Opportunity for Business Value
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Resources of CBM
  • End of the Course