Operations and support personnel need to have fast and efficient access to all relevant information. This will enable personnel to focus on the work. Technology applied in the proper way makes this a simple task. The Integrated Operating Manual (IOM) is built to do this. The IOM not only presents information to operations personnel, but also intelligently analyses, correlates and categorises information. Our single source solution ensures that information will always be the latest version, or as-built, with minimal administrative work. Using correct information also leads to safe operations. The IOM will save you money while ensuring that your information is always up-to-date!
The goal:
Our objective is to help operations personnel focus on the work and eliminate lost time spent searching for information. The IOM is a ‘One-Stop’ publishing platform which presents operational information from multiple sources in a transparent, user-friendly way. Partners in this project are: IOM (Integrated Operating Manual)
The IOM has been designed specifically with efficiency in mind. The IOM is not a typical operating manual but an information system optimised for use in the process industry. Key components of the IOM are:
- ‘Intelligent’ Tag Numbers
- Process drawings (P&IDs)
- Manuals and Procedures
- Equipment and Instrument Data
The IOM shows the correlations of information in an intelligent and unique way. The IOM allows operations personnel to retrieve information in a fast and most efficient manner.
Navigation, Content and References
Figure 1 shows the standard view and structure of the IOM:
-1- Hierarchical window, the Left Column, remains constant. This is a traditional file folder structure view on the information.
-2- Content window, the Center Column, is for the targeted open information or document with highlighting features. -3- Reference window, the Right Column, is the cross reference column presenting links related to currently open Center Column information. The IOM show its intelligence and strength! For example, a Tag Number relationship with drawings, manuals and/or procedures is automatically determined and presented only when a correlation exists. Search & Find
Operational information will never be more than a few mouse clicks away. Extensive search and navigational functionality is built in. The search box is available on every screen. The search results are sorted by relevance and frequency. The IOM enables one to retrieve all data related per unit or system criteria.
An advanced search page is included, providing additional search options.
Automated publishing
An important aspect of the IOM is the automated publication process. Steps to publish information and documents are mostly automated. What is automated is the conversion, categorisation,
indexing, and linking of all related information. The IOM’s automation makes maintaining, updating, improving and (re)publishing information a simple task.
The IOM server is designed to be linked to data in primary source data systems. Information is extracted from the single source data and imported to the IOM. Figure 4 item 1 shows examples of typical data sources. The IOM software framework uses workflows and adapters, facilitating the importing of documents from other data systems. Documents can be published directly from the multiple source systems. Depending on the requirements, documents will be put through an automated analysis process, after which each document is published in the correct place in the appropriate format in the IOM. An example of this work flow process can be seen in figure 3:
DCS integration
In order to get information to the operation personnel’s finger tips, the IOM can be integrated in the Distributed Control System (DCS). The IOM is activated by using a help button in the DCS. A business rule adaptor analyses and converts DCS formatted Tag Numbers to the common company standard. One click of the mouse enables personnel to find for information quickly and safely beyond the confines of the DCS.
The Back Office Framework
Figure 4 below gives a schematic overview of the relation between the adapters, the publication process and the IOM website.
-1- Publication starts here. A document is inserted in the system. This can be done in various ways, in this example it is being done via the documentation system.
-2- The adapter detects a document is uploaded. The adapter now imports the data and adds it to the ‘waiting list’.
-3- Jobs in the task list are executed by the module that prepares the document for the work flow process. See fig. 3.
-4- After Preparation the document is stored in the Document Store.
-5- The website presents information from the Document Store to end-users.
As-built functionality
Keeping the information up to date (as-built) is also a primary goal. IOM supports the feedback reporting and analysis on the published data. This control loops (added information, deleted information, changes) will be processed in a workflow that is designed to facilitate continuous client improvements. By doing this, source data as well as published data in the IOM will remain as built.
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