309 W. Washington Chicago, IL 60606

800.347.9977 www.intellisyssoftware.com

Keywords: ReportVIEW, data management, times-series data, integrated facility management, historical data management, report writer, data analysis, process intelligence, water operations, wastewater operations, rapid application development tools

By Raymond Grosch Senior System Analyst

IntelliSys Inc.

IntelliSys Inc. White Paper

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Contents Introduction 2

Problem Statement 2

ReportVIEW Benefits 3

Implementation 4

Summary 5

Introduction Integrated information systems have vastly improved the ability to manage complex process data and disparate facility data. Facility managers are faced with a need to manage automatically collect process data, laboratory information, process performance data, industrial discharger data, energy management, regulatory reporting and numerous other data management applications.

Problem Statements Traditional methodologies for facility data management used the file cabinet model. Data was entered onto each required record and kept in a file cabinet. With the advent of computers this same model was used with electronic filing systems. However this method often requires the same data to be entered into multiple files in the facility data management system. Transcribing data from one file to another is tedious and time consuming. Additionally manual transcription provides an opportunity for errors which if not caught immediately can be time consuming to track down. Compiling reports with file cabinet or spreadsheet data can be time consuming also. If a yearly report or trend requires compilation of 365 daily values or even 12 monthly values each of which are located on a separate report, the manager can invest a lot of time compiling this data. Managing data in several different formats can be dysfunctional. When the manager must contend with six or seven different software solution for while managing a facility confusion is often the result. Data base technology is by far the best way to manage the various data management applications in a facility. However the cost of employing a good system analyst and data base developer may preclude the use of this best available technology.

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ReportVIEW Benefits 3

Benefits The ReportVIEW data management software solution was originally developed specifically for time series data in the Utility Industry. It offers a simple and easy to use format for the developer, who is often the end user, while providing all of the required functionality. The software application evolution has proven stable over virtually all of Microsoft’s countless operating systems and service packs during the past 16 years. The application data has been stored in a number of different data bases from Paradox to MS SQL. Currently we encourage the use of the MS SQL data base to ensure interoperability with future trends. ReportVIEW is designed with an automatic import utility to collect data from SCADA applications. For process intelligence, performance tracking, forensic analysis and predictive maintenance reporting summary hourly series data collection is recommended and implemented by most users. Easy to use rapid application development tools are provided to created navigational menus and data input views. The data input views are compatible with real-time calculations such that laboratory bench sheets can be developed on the system. To meet the requirement of regulatory authorities secure data entry auditing is provided. A data dictionary editor is provided with functionality to automatically import tags from a SCADA system extract file. The data dictionary editor also allows the creation of database base calculations variables. To ensure end user ease of use, the reporting and charting clients use an ExcelTM compatible spreadsheet and chart formats. Users familiar with Excel need little or no training to create reports and charts with this software.

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Implementation 4

Statistically reduced time series data in conjunction with spreadsheet reporting and charting tools make reporting simple. A single report template can be used to create a daily report with hourly data, a monthly report with daily summary data or a yearly report with monthly summary data. The application includes several other standard tools such as the browse client which provides a shortcut window to the data in the facility data base and customization tools allowing icons to be added to the icon menu bare for specialty clients such as a calculator and a specialized regulatory reporting XML document exchange application. Data base tools provide the best available technology to manage the various applications involved in facility management. ReportVIEW provides a rapid application development tool set allowing the best available technology to be employed while minimizing software, development, and training costs. IMPLEMENTATION

ReportVIEW has proven to be a successful methodology and application development tool in hundreds of applications. A few are listed in the examples that follow.

Example 1 – Plover Wastewater Facility The City of Plover Wastewater Utility has a fully developed ReportVIEW facility management application. The system imports statistically reduced process, maintenance and energy data from SCADA to a central SQL database on an hourly basis. The SCADA import includes data from the plant and from remote pumping stations. Laboratory information is collected both automatically from instrumentation and manually during

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laboratory analysis. ReportVIEW is configured with electronic benchsheet forms for use in the lab allowing both calculated results and quality control functions to be automated and saved to the facility database. Plant operators also enter manually observations into the facility data base. Trucked waste receiving and industrial wastewater discharger data are additional applications that are managed in the same facility management database. The ReportVIEW application is accessible from a number of computers on the local area network. The manager has configured report templates for process, laboratory quality control, energy management, predictive maintenance, regulatory reporting and a number of other applications. The data base solution uses the best available technology to help manage all facility data management needs in the common SQL database. This data base is also a powerful engineering analysis tool as it holds many years of time-series historical data available for instantaneous analysis.

Example 2 – Janesville Water Utility and Wastewater Utility

The City of Janesville manages both water and wastewater data in a common utility SQL data base. The City has constructed a wide area network including the water utility office, wastewater facilities and municipal administrative offices. The administrative offices include the IT department database servers. All Utility operations data is stored on the utility’s network server at the IT department. Configuration files for the water and wastewater department programs are also stored on the server such that all utility computers with authorized access can enter data, run reports and charts from the common configuration.

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The water department system is provided with an interface to automatically collect process and maintenance data for water utility facility management. Approximately 700 data values are collected hourly from the water SCADA and another 75 energy variables are collected on 15 minute intervals. Process control, energy management and regulatory reports are configured as demand reports on the system.

The Janesville wastewater facility operates with a separate SCADA application. The common ReportVIEW application automatically collects approximately 800 data points per hour at wastewater and another 90 manually entered variables are record in the wastewater laboratory. Process performance reports for each of nine process areas are available with a click of the mouse on the system. The time-series data allows these reports to be displayed as daily reports with hourly data, monthly reports with daily data and yearly reports with monthly summary data. Regulatory reporting is automated via an XML electronic document exchange with the state regulatory authority. Janesville has been using the ReportVIEW application and its predecessor for over 20 years. Important trends on wastewater flows and regulatory compliance are available with a click of the mouse because the entire history is held in the facility database. SUMMARY Facility managers are faced with a need to cope with automated process data, laboratory data, industrial discharge data, energy management, regulatory reporting and numerous other data management applications. Data base technology has been defined as the best available technology for managing this data. ReportVIEW provides a rapid application development tool set allowing the technology to be employed while minimizing software, development, and training costs.