Enabling the future with ArcGIS and Maximo at Duke Energy

Presented byPaul J Giers Jr, Duke Energy

Theo Pozzy, Pozzy Consulting, Inc.

• Introductions:• Background:

– Duke Energy, Enable, and Vegetation Management– Moving from Asset-based to Land-based Vegetation Management

• Maximo and Maximo Spatial– Architecture and Environment– Overview, Maximo and Spatial– Data Linking– Geo-enrichment

• Analytical Web Apps for Vegetation Management– ArcGIS Portal, Web Apps, and Web Services– Reliability Planning Web App– Joint T&D Work Planning Analysis Tool

• Q&A

Agenda

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• Theo Pozzy– Consulting at Duke Energy on the Enable project since 12/2014

• Functional analyst for vegetation management early implementation (11/2015)

• Maximo Spatial architect and lead• Maximo developer

– Prior project was technical lead for a Maximo 7.5 implementation at Ameren in St. Louis, MO – 8/2013 to 11/2014

– 2004-2013 Employee and IT manager at Portland General Electric, Portland, OR• Solutions architect for AMI (smart meter) project• IT manager of enterprise asset manager applications• Technical lead for Maximo 7.5 upgrade for transmission, distribution and

generation– Certified IBM Maximo Deployment Professional

Theo Pozzy, Pozzy Consulting Inc.

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• Business and Technical Consultant, Vegetation Management Governance.

• GIS Subject Matter Expert for Vegetation Management on the Enable project.

• Vegetation Management Agile Product Owner for Mobile Application Development on the Enable project.

• Scrum Product Owner Accredited Certification from the International Scrum Institute.

• Project Management Institute Agile Certified Professional• Vegetation Management lead on pilot projects for remote sensing

applications.

Paul Giers, Duke Energy Vegetation Management Governance

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• Duke Energy is a leading energy provider focused on electric power, gas distribution operations, and other energy services in the Americas – including a growing portfolio of renewable energy assets.

• Duke Energy serves customers and maintains assets in Indiana, Ohio, Kentucky, the Carolinas and Florida.

• The Enable Program, currently under way at Duke Energy, is a process-centric effort that will standardize processes and systems for effected business units, across all of these geographies.

• Duke Energy Vegetation Management plans and executes cycle maintenance (e.g. tree trimming) for over 25K miles of Transmission and Distribution Corridors (ROWs) each year.

Background: Duke Energy, Enable, and Vegetation Mgmt.

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• Geospatial enablement of Duke Energy’s EAM systems, taking place as a part of Enable, is presenting opportunities to modernize Vegetation Management programs, away from cycle-based maintenance and towards condition (growth) and reliability based programs, utilizing data, information, and geospatial systems to enhance work planning and execution.

• Vegetation Management Corridors (ROWs) represent a paradigm shift from asset-based to land-based planning and tracking of vegetation management .

• Corridors correspond to asset ‘Locations’ and multi-location ‘Routes’ in Duke Energy’s spatially-enabled Enterprise Asset Management system, Maximo.

• The implementation of Corridors/Locations/Routes in the EAM allows planning and tracking maintenance against a land entity, while still maintaining the critical relationship between the Assets and the ROWs.

Corridors and Vegetation Management Work Planning

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• Maximo is an enterprise asset management application• Used for asset and work management by many organizations across many

market sectors• Highly scalable modern architecture supports large user bases• User interface is via a browser – no client software is required• Robust integration architecture enables complex integrations to other

enterprise applications• Industry solutions are “add-ons” to base Maximo application

– Utilities– Transportation– Spatial– Etc.

Maximo Overview

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System Context Diagram

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• What is Spatial?– A Maximo industry solution, bundled with the Utilities (T&D) solution– Provides location services and visualization of Maximo data and other

GIS data• Tightly integrated with ESRI ArcGIS• GIS data can be linked with Maximo records• Spatial map views are integrated with business processes

– Planning– Estimating– Execution

Maximo Spatial Overview

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GIS Data Categories and Linked Data

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Spatial – Vegetation Management Corridors

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Spatial – Veg Mgmt, Distribution, Transmission and Gas Assets

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Spatial –Distribution Assets and Work Order

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• Asynchronous (but near real-time) processing of Maximo records to create a link to a corresponding spatial record– Work Orders– Compatible Units– Service Requests– Preventive Maintenance

• Includes attribution associated with the Maximo records• If there are multiple source input records for the Maximo object they will

be combined in to a single output geometry– Example: A work order is written against 15 poles that need to be

inspected. The point geometry for each of the 15 poles will be looked up in the EGDB and combined in to a single multi-point output record in the work_order_multipoint layer.

• Different than “Geocoding” which synchronously takes a non-spatial record (such as an address) and returns its spatial location

GeoEnrichment - What is it?

• Static corridors vs. dynamic assets:– Simplifies vegetation maintenance history tracking– Simplifies work planning and work management (e.g. work maps, OH mileage

remain constant) • Aggregation of assets in shared corridors:

– Prevents misleading double-counting of circuit/line miles and dilution of costs/mile

– Creates opportunities for joint T&D maintenance efficiencies • Definition of Distribution Corridors as "protective zones“:

– A Distribution Corridor consist of a protective device—fuse, switch, recloser, etc.—and all conductors effected by the device.

– Provides a more granular framework for reliability analysis—failures are recorded against protective devices.

– Alligns with the minimum extent for circuit switching.

Vegetation Management: Corridors and Assets

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ArcGIS Server Geospatial Web Services

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ArcGIS Server-hosted Internal Portal (Dev)

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Vegetation Cycle Maintenance, Reliability Planning Tool

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Joint T&D Work Planning, Shared Corridor Assessment Tool

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Joint T&D Work Planning, Shared Corridor Assessment Tool

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Joint T&D Work Planning, Shared Corridor Assessment Tool

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Joint T&D Work Planning, Shared Corridor Assessment Tool

Circuit Switching

Trimmed in 2014

Trimmed in 2010

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Joint T&D Work Planning, Shared Corridor Assessment Tool

Switch

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• ArcGIS Portal Web Services, Web Maps, and Web Apps, provide a framework for rapid development of tactical solutions for analysis, planning, operations management, and decision support, leveraging these new sources of spatial data being developed by Enable.

• Making geospatial data available to the entire organization, and not just to limited operational uses—e.g. engineering design—involves a significant strategic commitment.

• Estimating the ROI for this effort is fraught with uncertainty, but mostly skewing positive. We’ve only scratched the surface of the many ways spatially-enabled data may improve operational efficiencies for Vegetation Management.

Enabling the Future by Geo-enabling the Enterprise

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Questions?

Q&A

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