Maximo training presentation. Asset Management concepts.

1. IBM Maximo Asset Management Training
Asset Management
© 2014 IBM Corporation
Bruno Portaluri
Maximo Technical Solution Architect
Last Update: 2014-11-12

2. Maximo terms and definitions
• An Asset is any equipment, machinery, or technology
that your company owns or leases that you will be
managing and maintaining using Maximo
• Examples:
• Production - motors, pumps, winches, presses
• Facilities - plumbing, lighting, fire extinguishers
• Fleet - forklifts, trucks, buses, trains, aircraft
• Technology - computers, routers, hubs, servers
2 © 2014 IBM Corporation

3. Asset module
• Applications
• Assets
• Locations
• Meters
• Meter Groups
• Condition Monitoring
• Failure Codes
3 © 2014 IBM Corporation

4. Asset application
An asset is any piece of equipment that needs to be maintained and managed
throughout its lifecycle
Create and store assets and corresponding information, such as parent, location, vendor, status,
and maintenance costs.
You can build an asset hierarchy as an arrangement of buildings, departments, assets,
subassemblies and spare parts.
4 © 2014 IBM Corporation

5. Location application
Locations and location hierarchies represent physical locations or functional areas of an
organization
Locations can be organized into logical hierarchical systems or network systems.
Using hierarchies or systems of locations and specifying the locations for assets on an asset record
provides the groundwork for gathering and tracking information about the history of an asset,
including its performance at specific sites, as it is moved from location to location.
5 © 2014 IBM Corporation

6. Meters application
Meters are used to track asset or location performance
Meter types are: characteristic, continuous (actual/delta), gauge.
An asset or a location can have multiple meters associated with it.
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7. Meter Groups application
Meter groups represent a collection of meters that are used together
You use the Meter Groups application to define a logical grouping of meters that comprise a
meter group.
By creating a meter group, you can add multiple meters to an asset or to a location at the same
time.
7 © 2014 IBM Corporation

8. Condition Monitoring application
A measurement point defines the limits of acceptable meter readings for a
characteristic meter or for a gauge meter on an asset or at a location
You use the Condition Monitoring application to create and to view measurement point records
for assets and for locations.
You can generate work orders with a specific job plan for assets or for locations with meter
readings that are outside the defined limits.
8 © 2014 IBM Corporation

9. Failure Codes application
Failure codes are linked in parent-child relationships to form a failure hierarchy of
problems/causes/remedies.
The identifier of a failure hierarchy is the failure class. Failure classes are specified on asset records
and on location records.
Setting up a failure codes hierarchy allows you to perform failure reporting and analysis.
9 © 2014 IBM Corporation

10. Exercises
• View Locations
• Open Location application
• Open location ‘NEEDHAM’ and view its details
• Open the location hierarchy drilldown
• Jump to ‘PACKAGE’ child location using location hierarchy drilldown
• Jump to ‘BPM3100’ child location using the children table
• View assets located in ‘BPM3100’
• View Assets
• Open Assets application
• Open asset ‘13140’ and view its details (location, failure class,
manufacturer, installation date, etc.)
• Go to ‘Spare Parts’ tab to view asset subassemblies
10 © 2014 IBM Corporation

11. Exercises
• View Meters
• Open Meters application
• Open meter ‘RUNHOURS’ and view its details
• Go to ‘Where Used’ tab to view the assets that use this meter
• Open Asset ‘11450’
• Go to ‘Meters’ tab to see the meters associated to the asset
• View Meter Groups
• Open Meters Groups application
• Open meter ‘CLASS8’ and view its details
• Open location ‘115577’ tab to see how the meter group defines
the list of meters associated to the asset
11 © 2014 IBM Corporation

12. Exercises
• View Measurement Points
• Open Condition Monitoring application
• Open Measurement Point ‘1001’ and view its details (asset,
meter, upper limits, measurement history, etc.)
• View Failure Hierarchies
• Open Failure Codes application
• Open Failure Class ‘PUMPS’ and view its details
• Click on entries in the Problems and Causes tables to see how
the failure hierarchy is defined
12 © 2014 IBM Corporation

13. Exercises
• Create an asset
• Asset: T1
• Description: Test asset 1
• Type: PRODUCTION
• Serial #: 1234-567
• Failure Class: PUMPS
• Move the asset
Scenario
Create and asset, move it to an
operating location and activate it
• When the asset is saved the Location fields becomes read-only.
• Move the asset to ‘BOILER’ location (Select Action > Move/Modify Asset)
• Change status of the asset
• Press the Change Status button (or Change Status menu action)
• Change status to ‘OPERATING’
13 © 2014 IBM Corporation

14. Exercises
• Associate a meter to the asset
Scenario
Enter meter readings
• Switch to the Meters tab and add ‘PRESSURE’ gauge meter
• Enter meter reading
• Select Action > Enter Meter Readings
• Enter 10 as New Reading and press TAB key
• Enter 15 as New Reading and press TAB key
• View meter reading history
• Select Action > Manage Meter Reading History
• Switch to ‘Characteristic and Gauge Meter Readings’ tab
14 © 2014 IBM Corporation

15. Exercises
• Additional Asset scenarios
• Set Users and Custodians (Select Action > Associate Users and
Custodians)
• Create an asset structure (Subassembly tab)
• Define Spare Parts (Subassembly tab)
• Report Downtime
• Additional Location scenarios
• Create a location as a child of ‘PACKAGE’ in the ‘PRIMARY’
system
• Classifications and attributes
15 © 2014 IBM Corporation

16. 16 © 2014 IBM Corporation