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Table of Contents
Course Details......................................................................................................4
Course Description............................................................................................4
Course Prerequisites.........................................................................................4
Expected Outcomes..........................................................................................4
Introduction........................................................................................................5
Summary of Steps.............................................................................................6
Before You Start....................................................................................................7
Open your project..............................................................................................7
Set up a Production Scheduler Scenario workspace........................................8
Decide on the activities you would like to schedule and the rates....................9
Create a new scenario........................................................................................12
Create a new scenario.....................................................................................12
Select objects to schedule, set activity types and map tables........................12
Define the activity types................................................................................15
Add the activity types....................................................................................19
Set up Properties and Units for Attributes..........................................................22
Adding Attributes.................................................................................................25
Returning to GEMS from Production Scheduler.................................................26
Change the View in Production Scheduler.........................................................27
Spreadsheet View:...........................................................................................27
Sort..................................................................................................................27
Change the Column order............................................................................28
Filter display based on attribute values........................................................28
Igantt View:......................................................................................................29
View by different time interval.......................................................................29
3D View.........................................................................................................30
Show all or selected objects only.................................................................30
Background colour........................................................................................30
String versus Rendered display....................................................................31
Set Object Colour Schemes.........................................................................32
Defining Resources............................................................................................33
Adding a resource............................................................................................33
Assigning Resources to an activity..................................................................35
Removing a Resources from an activity..........................................................36
Define Calendars................................................................................................37
About Calendars..............................................................................................37
Project and Resource calendars.....................................................................37
Base calendars................................................................................................37
Defining Calendars..........................................................................................39
Define the Project Calendar.........................................................................40
Define a Resource Calendar........................................................................41
Scheduling Adding Precedences.....................................................................43
About Precedences.........................................................................................43
Adding Precedences........................................................................................43
Set Precendences manually using Igantt.....................................................43
Set Precendences manually using Visualisation..........................................44
Sequence mode.........................................................................................44
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Branch mode.............................................................................................45
Autogenerate precedences..........................................................................46
Set Precedences using a Script.........................................................................49
Activity Type Precedences...............................................................................49
Sequence by attribute......................................................................................50
Viewing the schedule.......................................................................................51
Scheduling - Adding Resources.........................................................................52
Visually Assigning Resources..........................................................................52
View by Resource............................................................................................53
Level Resources..............................................................................................54
Define a Report View..........................................................................................55
Creating Report Items......................................................................................56
Create a Report Item....................................................................................56
Set Report Constraints.................................................................................57
Add a Report Item for Tonnes Loaded on Bench 305:.............................57
Add a report item to the existing Default Report:.........................................58
Create a New Report....................................................................................60
Setting Advanced Time Periods....................................................................61
Display a Summary Report..............................................................................62
Colour by Time Period..................................................................................63
Change the order/hide selected reports.......................................................64
Adding Attributes to report on.......................................................................64
EXPRESSIONS..................................................................................................65
Example: Recovered Gold...............................................................................66
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Introduction
Production Scheduler helps you prepare activity-based or resource-based
schedules. You can schedule long-term and short-term production activities for
your open pit and underground mines using data objects (eg stopes, drives, xcuts and blast outlines) stored in tin, tunnel and polygon workspaces. While
scheduling, GEMS integrates a Gantt chart, a 3D view of your data, and
spreadsheet views of your production schedule.
This tutorial provides step-by-step directions on how to set up and use
production scheduler for an open pit mine. If you wish, you can use the data
provided in the GEMS Project called ProdSched_OC553 (stored in
ProdSched_OC553_StartTute.zip file). It contains a POLYGON workspace
called BlastPolys which contains blast outlines for an open cut:
Schedule the blast Drilling and Loading activities for the sequence of
polygons, and add resources.
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Summary of Steps
Use this summary of steps to tick off your progress as you go.
Production Scheduling Summary of Steps
Set up your project tree, open and view the objects you will be scheduling
and familiarize yourself with their attributes.
Create a scenario workspace to store your production plans
Add new tables to the Polygon workspace for storing each activitys
scheduling results (eg DRIL_SCHED, LOAD_SCHED =
PolyScenarioTables in the Polygon workspace)
Create and set up a new scenario:
- create scenario and add to project tree
-
map workspace tables for storing the schedule results for each
activity
Set up Resources
Set up Calendars
Schedule
- Add Precedences (manually in Igantt, manually by Visualisation,
autogenerate and use script)
View Schedule in 3D
Create and View a report
- define report items
-
set up report
Resources
- Add a resource
-
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Open the BlastPolys workspace and familiarize yourself with the polygons
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This is also where you can set up naming rules if you wish.
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Decide on the activities you would like to schedule and the rates
For the training data set provided, you will be using the following activities:
Main Pit Activities
Drilling (DRILL) drill metres
Rate = 10m/hour?
Rate = 600m3/hour
Common activities for an open pit could consist of Drill, Blast, Dig, Load, etc.
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Add tables to the Polygon workspace to store scheduling results for each
activity
***This step is for jet 4 databases only, as it is done automatically for SQL datasets**
You must add additional tables for each activity to be scheduled in the Polygon
workspace. GEMS uses these tables to store the scheduling results for each
activity. In this case, we are assigning the activities DRILL and LOAD to the
polygons, therefore we need to add both a DRIL_SCHED and a
LOAD_SCHED table (user defined names) as follows:
workspace
Open the BlastPolys workspace
Add a new table (eg. DRIL_SCHED) and
select Table Type Polygon Scenario Table
Now add another table for the loading activity (i.e. LOAD_SCHED) in the
same way.
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You should now have the following scheduling results tables in your polygon
workspace:
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Under the General tab, enter the Scenario Name and Description:
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Press the
Click the Open button, and select the polygons you want to schedule
(Select All in this case):
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Select the polygons that you want to add activity types to. Select All if
using the demo training workspace
Click the
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At the moment, the activity type is undefined, so the next step is to define
activities, then associate the activity with each polygon as follows:
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In this project, we will have only one activity group. An example of where you
would have more than one activity type group is shown below:
We will now add the activities to the Main Pit activity group:
Main Pit Activities
Drilling (DRILL) drill metres
Rate = 30m/day.
Rate = 400m3/hour
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Right click on the Main Pit activity group, and click the New Activity Type
button and enter the following:
.
Click on the Attributes tab, click the Add button to list attributes that you
may want to report on later for this activity.
An Attribute is a quantity, quality, or property that you use to define types of
work, such as metres, volume or tonnes. You assign these attributes to activity
types to set up which values you want to schedule, track, and report for activities
of that type. Attributes can be alphanumeric text, integers, or decimal numbers.
Enter the Default Value for each attribute, and check the Apply to
Activities check box if you want to apply the default to the activities.
This is not exactly how the screen will look, this has been altered to show
what attributes to select. You will have to use the scroll bar to see these
after adding them,
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Select the Quantity attribute, and Default Rate, and check the box if you
want to apply the default rate to existing activities.
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The details you entered for the activity that is highlighted on the left hand side of
the screen are displayed on the right hand side of the screen. You can Edit
activities by clicking on the Edit Button. You can also Remove, Move Up and
Move Down the activity on the tree at any time.
When you have finished entering the activity types, click OK to return to
the Activities to Add box. Place a tick against the activities that you want
to add to each of the previously selected polygons. In this case, tick both
DRILL and LOAD activities.
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Click OK to continue.
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NOTE: If required you can expand the intervals listing for each object, highlight
an Object and/or activity and press the Add/Remove
buttons to add and remove OBJECTS, or you can press the
to edit the ACTIVITY TYPES for each polygon.
button
Press the Values to Schedule tab and map the workspace tables for each
object/activity type as follows:
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Press OK to continue.
Save the Scenario
You have now finished selecting the polygons you want to schedule and
associated the activities DRILL and LOAD with each polygon. You now need to
set up the Properties and Units for each activity type, and mapped the tables
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UNIT
M
m3
tonnes
g/t
AU_Metal
%
CU_Metal
%
AS_Metal
PROPERTY
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Representing physicals
Tonnes (non-property), Grade (property), Development length
Representing spatial\positional information
Level (property), Bench (property), Pit (Property), Strip (Property), Layer (Property)
Representing financial information
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Highlight an attribute, and press the Edit button to edit the Unit and Type
for that attribute. Eg
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Edit the Unit and Type for each of the attributes in the list. The list should
look similar to the one shown below:
Notice that you can also hide columns setting the Hidden attribute to Yes. You
can also change the order of the columns by using the Move Up and Move
Down Keys.
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Adding Attributes
If you ever need to add a new attribute, do NOT do it in the interface above. You
must add the new attribute to the appropriate table in the workspace using
GEMS, then edit the attributes Properties and Units in the Production Scheduler
interface.
For instance:
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Spreadsheet View:
You can filter the data shown,
sort, hide, and move columns.
Spreadsheet View:
Sort
Sort by attribute by right clicking on the attribute name, select SORT and how
you want to sort.
You can also just click once on the Attribute label, to toggle the sort from
Ascending to Descending.
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For practice, move the BENCH to the top of the Project Attributes list and move
the Object ID down to get the following view:
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To reset to No Filter, right click on LEVEL, select Change Filter and click the
Cancel button. This will remove the filter.
Igantt View:
Click the Earliest Entry button to view the beginning of the schedule:
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3D View
Select Visualisation>View>Switch View and see what happens. Switch back
again:
Background colour
Use the same menu to change the Background Colour.
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Choosing Surfaces always for polygons, makes it easier to select the polygon in
3D view later on when scheduling. It lets you select the polygon by clicking inside the
polygon to select it, rather than having to click on the line edge.
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Select Colour by Attribute Value from the picklist, tick Show Legend,
select BENCH from the picklist, Select Value, select All activity types.
Click the Add Colour and Edit colour buttons to fill in the values below:
Click OK to continue.
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Defining Resources
An activity may require the services of a resource in order to be completed.
Resources can have differing usage capacities, and activities can have different
usage requirements.
Adding a resource
Notice that you can Add, Edit and Remove calendars via the Resources
screen.
Click the OKay button to save the resource.
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For the demo set provided, follow the directions above to create four
resources as follows:
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eg.
You can use the filter on activities, and press the Select All icon for filtered
activities, then assign resource to add them to multiple (selected) activities at
once.
2- Select the activity/activities on the Gantt chart, and right click on them to
show a pop-up menu. From this menu, select Allocate Resource:
.
Select the resource and usage, and press the Add Resource button.
Practice adding resources using both the methods above, and then remove
them by following the directions in the next section.
3-Visually assigning resources see the section Scheduling Resources.
For more detailed information, read the iGantt Help on Resources:
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2- Select the activities on the Gantt chart and right click to display the popup menu, select Allocate Resource.
Remove all the assigned resources using both the methods above. You
will reset these later on.
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Define Calendars
About Calendars
Calendars are used to define workable time both
globally (for the entire operation) and locally in terms of
specific resources.
The default project calendar corresponds to 24
hours/day, 7 days/week. If your operation is different to
this, you need to change your default calendar.
The calendar function allows you set the companys
working hours, resource availability and staff holidays when preparing a
schedule. All activities that depend on that calendar will not be worked on during
non-workable times, such as holidays.
Project and Resource calendars
There are two types of calendars:
Project calendars contain project wide work times.
For example, a business might run on a standard five-day working week
calendar, whereby all staff in general operates to this calendar. This calendar
would also incorporate public holidays, if applicable, and other times where the
work site as a whole would not be working
Resource calendars- each resource may have its own calendar, since
resources may have special requirements. Machinery may have maintenance
times and staff may have holiday leave during which no work is completed.
During scheduling, a resource calendar is compared with the Project Calendar,
and any workable time that lies outside the Project Calendar is ignored. i.e. The
Project Calendars non-workable time is treated as a hard limit for any other
calendars in the project.
Both project and resource calendars are derived from a base calendar.
Base calendars
Base calendars are used to define basic working
patterns.
By default, there are 3 base calendars:
24 hours, 7 days
Empty
You will most likely edit one or more of these base
calendars, or create new base calendars. To do
this:
Select Project>Edit Base Calendars and view
the current base calendars. Notice that you can
Edit, Delete or Create new base calendars.
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You can choose either Simple or Advanced mode to edit the calendars:
Simple mode allows you to select which days of the week are worked, and
the hours worked during a normal workday.
Use Advanced mode if you wish individual days of the week to have
different workable times.
This mode gives each day of the week a separate list of working times.
If you switch back to simple mode, you will need to pick on day to use as a
template for all days. All other days times will be then be lost.
Create a new base calendar and call it Training. Set up the working days
for Monday to Wednesday only.
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Defining Calendars
Project and Resource calendars are defined in the same way. The first step to
defining a calendar is to choose a parent (base) calendar that the new calendar
will be derived from.
The drop box in the top right corner of the window contains a list of existing
calendars and base calendars that may be used as a parent. When one of
these calendars is selected, the calendar diagram in the center of the window
will change to reflect the new parent calendar.
To edit the workable time for a day, the day is selected by clicking on the
calendar diagram. August 4, 2005 has been selected in the image above, and it
is defined as a 24hr working day. Multiple days may be selected at once by
holding down the Ctrl or Shift keys while clicking.
The workable time may be changed by adjusting the start and finish times of the
periods listed in the Time Intervals box and extra intervals may be added and
removed using the Add and Remove buttons. If the Default tick box is ticked,
then the time intervals will be changed to match the parent calendars intervals
for that day.
If Non-Working is selected from the drop box adjacent to Default, then the
time intervals displayed in the Time Intervals box will be the non-workable time
rather than the workable time.
When the time intervals for a day are changed from the default, the day will be
underlined to show that it is handled differently than for the parent calendar. If a
day has any workable time, then day will be displayed with diagonal stripes.
Once the calendar has been defined, clicking Okay will close the window and
apply the calendar to the schedule.
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Read the instructions in the section above to create a new project calendar
called Main Pit calendar and set the 25th December as a non-working day
as follows:
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4. Click OK to save
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before the
Apply scripts
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Sequence mode
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Branch mode
Branch mode allows precedences to be created from a single activity to a
number of activities. This is useful in situations where an activity needs to be
completed before a number of activities can commence.
Before you begin, clear the last set of precedences and move them back to the
Start Date:
Change to Branch mode, and select First type DRILL and following type
DRILL
Click on the start polygon (it will turn green), then hold down the control key and
clik on one or more objects that should be linked to the first by precedence.
Each object you control-click on will turn red (click again to unselect if required).
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Autogenerate precedences
The autogenerate precedences for surfaces assumes that your mine is a pit
composed of blast polygons.
When you select the auto-generate mode, you need to enter the following
parameters:
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You will now do an automatic precedence setting, so before that you should
remove all the precedences that have been set so far by:
-This is also handy to know if you make a mistake, as you can clear your work
and start again.
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TIP: It is a good idea to use the autogenerate method for surfaces first to set global
precedences for LOAD and DRILL activities this will make sure that LOAD activities in
the benches above have been completed before the DRILL activities for a particular
bench. Once the global precedences have been set, you would then schedule bench by
bench using any of the other available methods.
Suggested scheduling for demo data set:
1) Autogenerate precedences for surfaces with LOAD as 1st activity and DRILL as
2nd activity
2) Use the Activity Sequence script to set DRILL activities before LOAD activities for
each blast.
3) Visually assign resources to schedule the sequence of each polygon on a bench.
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The schedule will now look something like this for DRILL and LOAD
activities:
Sequence by attribute
Another script that could be quite useful if you have your polygons sequenced is
the Sequence from Attribute. This will not be covered in this tutorial.
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Turn off all filters and position polygons in 3D in order to see each bench
being mined.
To run the animation, set the Viewing Date, to when you want to start the
animation and set the increment suitable enough to see the changes (this
may take some experimentation).
Fix up any scheduling errors that you may find. There may be a few as this
tutorial is designed to show you the different methods of assigning
precedendes, rather than getting the schedule to match a perfect mining
situation.
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Select the Earliest Start date if necessary, then the Activity Type and
Resource.
Check the Link box if you want to make precedences between blasts, if
not, activities will be lined up without precedence. Check the Partial box if
you want to share resources, you will get to the proportions in another
step.
Select the polygon(s) (either from the Gantt chart or graphically) and press
the Assign button.
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NOTE: You can select one of more polygons. The order in which you
select them, will be the order that they are sequenced.
The polygon(s) activity will be assigned to the resource. If the resources
rate is not zero, it will be given to the activity.
If you previously checked the Partial box, you will be asked for the quantity
to assign to this resource for each blast polygon.
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Level Resources
The view by resource diagrams graph the usage of a resource over time. Red
peaks represent a resource running over capacity.
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Days
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Weeks
Months
create the Report (which combines report items over a specified time
frame)
Select Reports>Define Report Items. From here you can create, edit,
copy, delete and reorder your report items.
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You may also choose to make this a cummulative report item. This will
ensure that each period includes the total of all previous periods.
Click on the Activity Types tab and select the Activity Types, Activity
Groups, or combinations of both that you wish to report on. You can pres
the >> button to select all, however, for this example we will select DEV
only for this report:
Click on the Conditions to set specific conditions. This allows you to define
a Summary Report item for one attribute, but view only those activities that
match the conditions. You can set conditions based on Attributes or
Resoures. We will not apply any at this stage.
Untick the Apply conditions box, and press OK to return to the Summary
Report Items Editor.
Highlight the Tunnel DEV (m) report item and click the Copy button.
Type in the new Name, and uncheck the Cumulative Totals box as follows:
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Click on the Conditions tab. Check the Apply Conditions box, and press
the Add Attribute Condition, then enter the conditions as follows:
Click OK. You should have the following 2 report items on the list:
Click OK .
Create a Report
To create or edit the reports:
Select Report>Define Reports. This will allow you to create, edit, delete
and reorder Summary Reports. At the moment, there is only one Default
Report on the list.
You can either add the report items you just created to the Default Summary
Report, or you can create a new Report. In this tutorial, you will do both:
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Highlight the Default Summary report and press the Edit Report button.
Click on the Report Items tab, click on the Total Tonnes Moved report item
and press the > button to move it across to the right hand side of the
screen. Do the same for Tonnes Moved-305 Bench.
NOTE: You can enter New Report Items here by clicking on the New Report
Item if you have forgotten to create a Report Item.
Select the Time Periods button to apply a time period to view in the report.
Enter the Start Date and End Date and select the Time Increment as
month.
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You can press the Edit in Advanced Mode to customise the Time Period if
you like (this will be covered later).
Click OK to finish
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Click the New Report button. Name it Tonnage Day, Week, Month.
Highlight both report items and press the >> button to move them to the
right hand side of the screen.
Pres the Time Periods, and click on the Edit in Advanced Mode button:
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For each time period, select the time increment and amount. The time
increment may be day, week, month or year. The amount may be any
positive number. Each time period may have different increments and
amounts. In the Amount and Increment boxes, selecting any of these boxes
will produce a list of options.
In the example above, the first five periods are days, followed by 4 week
periods, then the rest are monthly periods.
To carry selections forward use the Copy Forward button to save
repetition. Once you have the Time Periods defined as you wish, select OK
to make the new changes. Selecting Cancel will not update the changes.
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Now Select Reports>Current Report and select the Tonnage Day, Week,
Month report:
You should now see this report displayed at the bottom of the screen:
Note the different Report Time periods for each summary report as defined in
the Summary Report definition.
Now see if you can create a summary report similar to the one below:
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Select the Report and press the Move Up or Move Down buttons.
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EXPRESSIONS
Expressions allow you to change many values at one time. Conditions may be
applied to change only those values that meet or do not meet a specified
condition.
The expression builder is used to apply expressions to activities as
follows:
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NOTE: You may have to Exit and Restart GEMS to read the new field
(bug in 5.53!!)
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Check that the new attribute has been added to the Activity, eg.
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Change the order of your columns to make it easier to check the calculation:
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