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About the Mechanical Integrity Work

Process
The Mechanical Integrity Work Process is focused on mitigating the risk of loss of
containment by implementing condition assessment activities. The Mechanical Integrity
Work Process consists of the steps that are outlined in the following table.
Step Description

Details

Collect or update
equipment and
location data.

Allows you to gather the data that is required to perform a


degradation mechanism review, calculate risk, and plan and
execute the appropriate activities.

Identify potential
degradation
mechanisms.

Allows you to identify and quantify the types and locations of


degradation that are occurring in your equipment and their
components. After doing so, the probability of failure can be
calculated so that you can plan effective activities.

Perform a risk
analysis.

Allows you to calculate risk for equipment and their


components so that you can optimize and prioritize the
condition monitoring activities that will help mitigate the risks.

Define a mitigation Allows you to use risk results and strategy rules to generate
strategy.
recommendations to mitigate risk.

Execute the strategy. Allows you to perform recommended inspection or test


activities so that you can mitigate the risk associated with each
potential degradation mechanisms.

Evaluate and
communicate
results.

Allows you to evaluate existing data to obtain better


information about a piece of equipment's or location's condition
so you can reduce uncertainty and risk.

The following image shows an illustration of how all the steps in the Mechanical
Integrity Work Process relate to one another. Each step in the work process is represented
by a red circle. In addition, you can see that the entire work process is built upon the
APM Foundation Work Process, whose components are represented by the blue boxes.

Within the Meridium APM product, each of the steps listed above can be accomplished
using one or more of the following modules:

Risk Based Inspection (RBI)


Inspection Management

Thickness Monitoring (TM)

NR13

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Mechanical Integrity System


Requirements
Multiple licenses are required to take advantage of Mechanical Integrity modules. In
addition to the following licenses, your system must contain the basic Meridium APM
system architecture:

Risk Based Inspection (RBI)


Inspection Management

Thickness Monitoring (TM)

NR13

After you have configured the basic system architecture and licensed these modules, you
will need to perform configuration steps for each module.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

First-Time Deployment Workflow


Deploying and configuring the Mechanical Integrity Work Process for the first time
includes completing multiple steps, which are outlined in the table in this topic. All of the
steps are required to fully implement the Mechanical Integrity Work Process. These steps
provide all the information that you need to deploy and configure Mechanical Integrity
with the basic Meridium APM system architecture

Step Task
1

Configure the Risk Based Inspection


module.

Configure the Inspection Management


module.

Configure the Thickness Monitoring


module.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Upgrade Workflow
You can upgrade to V3.6.0.0.0 using the instructions that are provided in the Installation,
Upgrade, and Configuration documentation for each Mechanical Integrity module:

Risk Based Inspection


Inspection Management

Thickness Monitoring

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Mechanical Integrity User Instructions


With the exception of instructions on using the navigation bar that is displayed on various
pages in Mechanical Integrity modules, the user instructions for Mechanical Integrity
modules are provided in the documentation for the related module. Documentation for
the Mechanical Integrity dashboard is provided in the Mechanical Integrity Reference
Information documentation.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Navigating Mechanical Integrity


Modules
In place of the site map, a navigation bar is provided on various pages throughout
Mechanical Integrity (MI) modules and allows you to:

Select the records that you want to work with on various pages throughout MI
modules.
Navigate to various pages and features within and across MI modules.

The navigation bar displays the following levels:

Record
Work Process

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Hierarchy Level
The record level of the navigation bar displays options that correspond with the records
that you are working with on the current page. A red outline has been added to the
following image to highlight the record level of the navigation bar.

The record level is displayed only on certain pages throughout MI modules. The text that
is displayed for each option will vary, depending upon the record that you select for that
option. The documentation refers to these options and the lists that are displayed when
you click the
terms:

button that is displayed to the left of each option using the following

Unit: Displays a list of the Functional Location records in your database whose Is
a Unit? field is set to True and the value Undefined Unit. When you access a page
that displays the navigation bar for a record that is not linked to one of these
Functional Location records, the value Undefined Unit is selected in this list by
default. The Unit option and list are enabled only when the RBI license is active.

The image at the beginning of this topic shows the Functional Location record RBITUNIT-A specified for the Unit option, and the following image shows this same record
selected in the Unit list.

RBI System:

Displays a list of all RBI System records in your database that are linked
to the Functional Location record selected in the Unit list and to which one
or more Criticality Calculator RBI Components record is linked.

-or1.
o

Displays the text Undefined System if the value Undefined Unit is


selected in the Unit list or an RBI System record is not linked to the
Functional Location record that is selected in the Unit list.

When you select in the Unit list a Functional Location record that is linked to only one
RBI System record, the RBI System record is selected in the RBI System list
automatically. The RBI System option and list are enabled only when the RBI license is
active.
The image at the beginning of this topic shows the RBI System record RBISYS-880
specified for the RBI System option, and the following image shows this same record
selected in the RBI System list.

Equipment: Displays the following lists, depending upon whether or not the RBI
license is active:

When the RBI license is active, displays a list of all Equipment records in
your database that are linked:
o

To the RBI System record that is selected in the RBI System list.

-or1.
o

Directly to the Functional Location record selected in the Unit list


when an RBI System is not selected in the RBI System list.

When the RBI license is not active, displays a list of all Equipment records
in your database.

When a value is not selected in the Equipment list, the text (Select Asset) is displayed.
The image at the beginning of this topic shows the Equipment record HXST specified for
the Equipment option, and the following image shows this same record selected in the
Equipment list.

Throughout the documentation, the lists that are displayed for navigation bar options are
referred to using the name of the corresponding option. For example, the lists that are
displayed for the Unit, RBI System, and Equipment options are referred to as the Unit,
RBI System, and Equipment lists respectively.
For each list that displays more than ten records, a text box is displayed above the list that
you can use to search for records in the list. To the right of the text box, the
button is
displayed and clears any text that you have typed in the text box. The image of the Unit
list in this topic shows an example of this text box.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Work Process Level


The Work Process level of the navigation bar displays options that correspond with the
Mechanical Integrity Work Process. Specifically, this level displays options that
correspond with the step in the Mechanical Integrity Work Process that is associated with
the page that you are currently viewing. A red outline has been added to the following
image to highlight the Work Process-level of the navigation bar.

When the record level of the navigation bar is displayed, the Work Process level of the
navigation bar is displayed below the record level, as shown in the preceding image. The
text that is displayed for each option will vary, depending upon your selection for that
option. The documentation refers to these options and the submenus that are displayed
when you click the
following terms:

button that is displayed to the left of each option using the

Work Process: Displays the text Mechanical Integrity, which indicates that the
Mechanical Integrity Work Process is associated with this level of the navigation
bar. This option is always disabled.
Work Process Step: Displays text that corresponds with the step(s) in the
Mechanical Integrity Work Process that are associated with the page that you are
currently viewing, and displays a submenu of links, organized according to the
steps in the Mechanical Integrity Work Process.

The following image shows an example of the Work Process Step submenu that is
displayed when you are working on the RBI Asset View or RBI Unit View page.

The following text that corresponds with the following step(s) in the Mechanical Integrity
Work Process can be displayed for the Work Process Step option.
Text displayed for Work
Process Step option

Corresponding step(s) in the


Mechanical Integrity Work Process

Collect Asset Data

Collect or Update Asset Data


Identify Potential Degradation
Mechanisms

Define DMs and Perform


Risk Analysis

Perform Risk Analysis

Defined Mitigation
Strategy

Define Mitigation Strategy

Execute Strategy

Execute Strategy

Evaluate Results

Evaluate and Communicate Results

In image at the beginning of this topic, the Work Process step Define DMs and
Perform Risk Analysis is specified, (i.e., the text Define DMs and Perform Risk
Analysis is displayed for the Work Process Step option).

Task: Displays text that corresponds with the task that you are completing for the
specified step in the Work Process, and displays a submenu of links that
correspond with that step in the Work Process. The text that is displayed for the
Task option corresponds with the labels of each hyperlink that is displayed on the
Work Process Step submenu.

In the image at the beginning of this topic, the task RBI Analysis is specified, (i.e., the
text RBI Analysis is displayed for the Task option).

The following image shows an example of the Task submenu that is displayed when the
Work Process step RBI Analysis is specified.

Throughout the documentation, the submenus that are displayed for navigation bar
options are referred to using the name of the corresponding option. For example, the
submenus that are displayed for the Work Process Step and Task options are referred to as
the Work Process Step and Task submenus respectively.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Pages that Display the Navigation Bar


Various pages throughout Mechanical integrity modules display the navigation bar. The
record hierarchy level of the navigation bar is displayed only on some pages, but it is
displayed only after you have selected records that correspond with this level of the
navigation bar. Additionally, when you are working on pages that are not specific to the
records represented on the record level of the navigation bar, this level is disabled.
The following table lists the pages, organized by module, on which the navigation bar is
displayed, whether or not the record level is displayed after you have selected to work
with records that correspond with this level of the navigation bar, and whether or not the
record level is enabled when it is displayed.
Record level
displayed?

Record level
enabled?

RBI Asset View

Yes

Yes

RBI Component List

No

N/A

RBI Export and Import

Yes

No

RBI System List

No

N/A

RBI Unit View

Yes

Yes

Page
Risk Based Inspection

Inspection Management
Inspection Finding Checklist

Yes

No

Inspection History Summary Query

Yes

Yes

Inspection Manage Documents

Yes

No

Inspection Manage Tasks

No

N/A

Inspection Profile

Yes

Yes

Manage Work Packs

Yes

No

Published Inspection Documents

Yes

Yes

Review and Approve Inspection


Documents

Yes

No

T-Min Calculations

Yes

Yes

TM Analysis

Yes

Yes

TM Initial Measurement Data Entry Yes

Yes

TM Measurement Data Entry

Yes

Yes

TM Quick View

Yes

Yes

TM TMLs/Measurements

Yes

Yes

Thickness Monitoring

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Navigation Bar Submenus


Navigation to various areas within and across Mechanical Integrity modules using the
Work Process Step and Task submenus are determined by license activation and security

permissions. As such, the links that appear on these submenus are conditionally enabled
according to the following criteria:

In order for any link to be enabled, the license for the module that corresponds
with that link must be active.
In order for certain links to be enabled, in addition to the license for the
corresponding module being active, the appropriate security permissions must be
associated with your Security User account.
The link that corresponds with the page that you are currently viewing will always
disabled.

The documentation assumes that all Mechanical Integrity users are assigned to the MI
Everyone Security Group at a minimum. The following table provides details on:

The links that appear on the Work Process Step and Task submenus, organized
according to the applicable step in the Mechanical Integrity Work Process.
The corresponding page or feature to which the links provide access.

The type of permissions that you must have to entity and relationship families,
(beyond what is provided via membership in the MI Everyone Security Group),
unless otherwise noted, in order to access the page or feature.

Whether or not the link is conditionally enabled based upon the security
permissions associated with your Security User account. When you click a link
that is associated with a page or feature to which you do not have the necessary
security permissions, an error message is displayed, indicating that you do not
have the necessary security permissions to access the page or feature.

Link

Page/feature

Entity family permissions


required

Conditionally
Relationship family enabled based
permissions required upon
security?

Collect Asset Data


View permissions to the
following families:
Export and
RBI Export and
Import RBI Data Import page

RBI Components

RBI System

View permissions to
the following
families:

Has RBI
Components

Has RBI
System

Yes

Defined DMs and Perform Risk Analysis


View permissions to
the following
families:
View permissions to the
following families:

RBI Analysis

EquipmentTypes
Potential
Degradation
Mechanisms

RBI Asset View page

RBI Components

RBI Degradation
Mechanisms

Has
Degradation
Mechanisms
Has Potential
Degradation
Mechanisms

Has RBI
Components

Has RBI
Criticality
Analysis

Yes

Has
Recommendati
ons
View permissions to
the following
families:

View permissions to the


following families:
Mass RBI
Analysis

RBI Review
Analyses page

RBI Components

RBI System

Has RBI
Components

Has RBI
System

Yes

Define Mitigation Strategy


You be a Meridium APM
Super User or a member of
the MI Thickness
T-Min Calculator T-Min Calculations
Monitoring Inspection
page
Group to access the T-Min
Calculations page.

You be a Meridium
APM Super User or a
member of the MI
Thickness Monitoring No
Inspection Group to
access the T-Min
Calculations page.

View permissions to
the following
families:

Manage Work
Packs

Manage Work Packs View permissions to the


page
Work Pack family

Has Tasks
Has Work
Pack

Is Executed
By

Is Planned By

No

Manage
Inspection Tasks

Task List page

View permissions to the


Task family

N/A

No

Manage Profiles

Inspection Profile
page

View permissions to the


Inspection Method family

View permissions to
the Has Inspection
Method family

No

View permissions to the


following families:
Manage RBI
Recommendation
Recommendations Management page

RBI
Recommendation

View permissions to
the Has Consolidated
Yes
Recommendations
family

Task
View permissions to the
following families:

Mass RBI
Recommendation
Recommendation
Management page
Management

Manage
Inspection
Documents
Execute Strategy

Inspection History
Summary Query
page

RBI
Recommendation

Task

N/A

View permissions to
the Has Consolidated
Yes
Recommendations
family

N/A

No

View permissions to the


following families:

Datalogger

Select a Device and


Properties dialog
box

Device
Device Data
Presentation

Device Mapping

Device Mapping
Family

Device Mapping
Field

Thickness
Measurement
Location

Thickness
Measurement

View permissions to
the following
families:

Device Has
Send
Presentation

No

Device Has
Receive
Presentation

View permissions to
the following
families:

TMLs and
Measurements

TM
View permissions to the
TMLs/Measurements Corrosion Analysis Settings
page
family

Has
Datapoints
The following permissions View permissions to
to the following families: the following
families:
View permissions to
Has Corrosion
the Corrosion
Analysis
Analysis Settings
Has Corrosion No
family
Analysis
Update, Insert, or
Settings
Delete permissions
Has
to the Thickness
Measurement family
Datapoints

Initial
TM Initial
Measurement Data Measurement Data
Entry
Entry page

Has Corrosion
Analysis
Has Corrosion No
Analysis
Settings

View permissions to
The following permissions the following
to the following families: families:

Measurement Data TM Measurement


Entry
Data Entry page

Bulk Analyze

Thickness
Monitoring - Bulk
Analyze window

Create Inspection
Event Builder
Document

View permissions to
the Corrosion
Analysis Settings
family
Update, Insert, or
Delete permissions
to the Thickness
Measurement family

Has Corrosion
Analysis
Has Corrosion No
Analysis
Settings
Has
Datapoints

You be a Meridium APM


Super User or a member of
the MI Thickness
Monitoring Inspection
Group to access the
Thickness Monitoring Bulk Analyze window.

You be a Meridium
APM Super User or a
member of the MI
Thickness Monitoring
No
Inspection Group to
access the Thickness
Monitoring - Bulk
Analyze window.

View, Update, and Insert,


permissions to the
Inspection family for which
you want to create a record.

View, Update, and


Insert permissions to
No
the Has Inspection
family

Evaluate Results
View permissions to
the following
families:
Corrosion
Analysis
Summary

Quick View

TM Analysis page

View permissions to the


Corrosion Analysis Settings
family

View permissions to the


TM Quick View page following families:

Thickness
Measurement

Has Corrosion
Analysis
No
Settings

Has Corrosion
Analyses

View permissions to
the Has Datapoints
family

No

Thickness
Measurement
Location

Review and
Approve
Inspections

Review and Approve


Inspection
N/A
Documents page

N/A

No

Published
Inspections

Published Inspection
N/A
Documents page

N/A

No

While the preceding table lists the minimum privileges necessary to access pages and
features via the navigation bar, some additional privileges are necessary to use
functionality that is provided on some pages. The following table lists these pages, the
necessary additional privileges, and the associated functionality.

Page

Entity family permissions required


View permissions to the following
families:

RBI Asset
View page

RBI Consequence Evaluation


RBI Degradation Mechanism
Evaluation

RepresentativeFluids

Risk Translation

Relationship family
permissions required
View privileges to the
following families:

Has
Consequence
Evaluation

Has RBI
Degradation
Mechanism
Evaluation

View privileges to the


Has Findings or
Checklist Has Findings
Update privileges to the General
Inspection
family, depending upon
Finding or Checklist Finding family,
History
which type of record
depending upon which of these
Summary
(General Finding or
records is linked to the Inspection
Query page
Checklist Finding) is
record that you want to view.
linked to the Inspection
record that you want to
view.

Associated
functionality

To view RBI
Criticality Analysis
records that are
linked to Criticality
Calculator RBI
Components
records in the RBI
Explorer pane.

To use the Load


Inspection
hyperlink that
appears in the
Action column in
the grid on the
Inspection History
Summary Query
page to open the
Inspection record in
Record Manager.

View, Update, Insert, and Delete


privileges to the following families:
Inspection
Profile
page

Inspection Method

Inspection Profile

View, Update, Insert,


and Delete privileges to
the following families:

Has Inspection
Method

Has Inspection
Profile families.

To use the full


functionality of this
page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Using the Navigation Bar


Depending upon your security permissions and which MI module licenses are active, you
can use the navigation bar to:

Select the records that you want to work with on various pages throughout MI
modules.
Navigate to various pages and features within and across MI modules.

The documentation assumes that the following licenses are active, and that you have the
necessary security permissions to access all pages and features available via the
navigation bar:

Risk Based Inspection


Inspection Management

Thickness Monitoring

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Selecting Records That You Want to


Work With In MI Modules
You can use the record level of the navigation bar to select the records that you want to
work with on various pages throughout MI modules.

For example, suppose that you are working with the RBI Analysis that is associated with
the Equipment record 10006120 that is linked to the RBI System record RBISYS-880 on
the RBI Asset View page, as shown in the following image.

Now, suppose that you want to work with the RBI Analysis that is associated with the
Equipment record HXST 46 that is linked to the RBI System record RBISYS-880. Using
the record level of the navigation bar, you could select the Equipment record HXST 46 in
the Equipment list, and the RBI Asset View page will be refreshed to display information
for that Equipment record, as shown in the following image.

The following instructions assume that you are viewing a page that displays the
navigation bar.
To select records that you want to work with in MI modules:

On the record level of the navigation bar, in the lists displayed for the Unit, RBI
System, or Equipment options, select the records that you want to work with on
the current page.

The page is refreshed according to your selections.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Navigating Within and Across Modules


You can use the navigation bar to navigate to other pages and features within and across
Mechanical Integrity modules.
For example, suppose that you are working with the RBI Analysis that is associated with
the Equipment record 10006120 on the RBI Asset View page, as shown in the following
image.

Continuing with the example, suppose that you want to view data that you have recorded
in TM for this Equipment record on the TM TMLs/Measurements page. When you click

the TMLs and Measurements link on the Task submenu, the TM TMLs/Measurements
page is displayed for the Equipment record 10006120, as shown in the following image.

The following instructions assume that you are viewing a page that displays the
navigation bar.
To navigate within and across modules:

On the Work Process level of the navigation bar, on the Work Process Step or
Task submenus, click the link that corresponds with the page to which you want to
navigate.

The page that corresponds with the link that you clicked is displayed.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Mechanical Integrity


Dashboard
The Mechanical Integrity dashboard serves as an example of how you can configure a
dashboard to display information about pieces of equipment and locations that you
analyze in Mechanical Integrity modules.
To access the Mechanical Integrity dashboard:

On the Meridium APM Framework main menu, click Go To, point to Mechanical
Integrity, and then click Dashboard.

The Mechanical Integrity dashboard is displayed on the Dashboard page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Mechanical Integrity


Dashboard
The Mechanical Integrity dashboard serves solely as an example of how you can
configure a dashboard to display information about equipment and locations that you
analyze in Mechanical Integrity modules. It is expected that all customers will configure
the Mechanical Integrity dashboard to suit their individual needs. The documentation
does not provide additional details on configuring the Mechanical Integrity dashboard,
however, details on working with dashboards in general, the type of sections that are
displayed on the Mechanical Integrity dashboard, and the underlying queries that are used
to determine their content are provided. You can use this documentation as a starting
point for customizing the Mechanical Integrity dashboard, if desired.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Sections Displayed on the Baseline


Mechanical Integrity Dashboard
The following table lists the type of dashboard section that corresponds with each section
that is displayed on the Mechanical Integrity dashboard.
Section type
Baseline Mechanical Integrity
dashboard section
Equipment Measures

Measures - Linked

Equipment Outside Risk Policy

List - Single Column

General Measures

Measures - General

Inspection Group Monitor

Measures - General

Pending RBI Recommendations

List - Summary
RBI Risk Matrix

RBI Risk Matrix

Note: This section is specific to the Mechanical


Integrity dashboard.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Strategy
Records in the Inspection Strategy family store information and guidelines for
performing various types of inspections on equipment and locations that you analyze
using the RBI and Inspection modules. Some Inspection Strategy values are used to
populate values in:

RBI Recommendation records that are generated automatically in the RBI


module.

Inspection records that are used in the Inspection module.

The following table provides a list and description of the fields that exist in the Inspection
Strategy family. The information in the table reflects the baseline state and behavior of
these fields.
Data
Type

Description

Behavior and Usage

Field
This field is populated with a list of
System Codes that are stored in the
INSPECTION CONFIDENCE
System Code table.

Inspection
Confidence

A value that indicates


how effective prior
inspections were at
Character identifying the
degradation mechanism
and the rate of
degradation.

The value in this field is populated in


the Inspection Confidence field in
Inspection records whose:

Type of Inspection value


corresponds with the value in
the Inspection Task Type field
in the Inspection Strategy
record.

Extent value corresponds with


the value in the Inspection
Extent field in the Inspection
Strategy record.

Inspection
Extent

The extent to which the


Character inspection was
performed.

This field is populated with a list of


System Codes that are stored in the
MI_INSPECTION_EXTENT System
Code table.

Inspection
Strategy
Description

A description of the
Character
inspection.

The value in this field is populated in


the Recommendation Basis field in
RBI Recommendation records that are
generated automatically.

Inspection
Strategy ID

The Record ID of the


Character Inspection Strategy
record.

Inspection
Task Type

You must specify a unique value in


this field. This value is used to
identify the Inspection Strategy
record.
This field is populated with a list of all
Task Types records whose Reference
field contains the value Inspection
Strategy
(INSPECTION_STRATEGY).

The value in this field is populated in


The type of inspection
that corresponds with the the:
Character
Inspection Strategy
Task Type field in RBI
record.
Recommendation and
Inspection Task records.

Type of Inspection field in


Inspection records.

When the Use Calculated Data field is


set to False, the value in this field is
Recommended
The interval at which the
used to populate the Recommended
Inspection
Number inspection should be
Interval Scope field in RBI
Interval
performed.
Recommendation records that are
generated automatically.
Information related to the
scope of the inspection, The value in this field is populated in
Recommended Text
including:
Inspection
the Recommended Inspection Scope
Scope
field in RBI Recommendation records
A description of that are generated automatically.
tasks that the
inspector should
perform.
The minimum

information that
should be returned
by the inspection.

Credentials that
the inspector is
required to have.
This field is set to False by default.
When this field is set to:

True, the Recommended


Interval Scope field in the RBI
Recommendation record is
populated with the value in the
Estimated Half Life field in the
Criticality Int. Corr. Deg.
Mech. Eval. record that is
linked to the associated RBI
Criticality Analysis record.

False, the value in the


Recommended Interval Scope
field is populated with the
value in the Recommended
Inspection Interval field.

Determines how the


Recommended Interval
Use Calculated
Scope field is populated
Logical
Data
in RBI Recommendation
records that are generated
automatically.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the Mechanical Integrity Catalog


Folder Structure
The following topics contain information about the folders that are stored in the Catalog
location \\Public\Meridium\Modules\Mechanical Integrity, their content, and details on
how this content can be used by Mechanical Integrity (MI) users. This information is
intended to serve as a quick reference to details that are provided elsewhere in the MI
documentation.

Dashboard Folder
Queries Folder

Note: All of the Public folders exist by default. Any item in a Public folder is also
available in the corresponding Baseline folder. Throughout this documentation, we refer
to items in the Public folder.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Dashboard Folder
The dashboard listed in the following table is stored in the Catalog location
\\Public\Meridium\Modules\Mechanical Integrity\Dashboard. In this table, the value
listed in the Dashboard column refers to the dashboard name. The baseline dashboard
caption is the same as the dashboard name.

Dashboard

Behavior and Usage

Mechanical Integrity
Dashboard

Displays the baseline Mechanical Integrity dashboard on the


Dashboard page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the Queries Folder


The Queries folder that is stored in the Catalog location
\\Public\Meridium\Modules\Mechanical Integrity contains the following subfolders:

Navigation Bar Queries


Dashboard Queries

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Navigation Bar Queries Folder


The queries listed in the following table are stored in the Catalog location
\\Public\Meridium\Modules\Mechanical Integrity\ Queries\Navigation Bar Queries. In

this table, the values listed in the Query column refer to the query names. The baseline
query captions are the same as the query names.

Query

All Assets

Behavior and Usage


Returns all Equipment records in your database. The results of this query are
used to populate the Equipment list that is accessed via the navigation bar when
the Risk Based Inspection license is not active.
Returns the following items, depending upon the types of records that you have
created:

Functional Location, RBI System, and Equipment records that are


linked to one another.
-or-

Assets in
Hierarchy

Functional Location and Equipment records that are linked to one


another but are not linked to RBI System records.
-or-

Equipment records that are not linked to RBI System or Functional


Location records.

The results of this query are used to populate the Unit, RBI System, and
Equipment lists that are accessed via the navigation bar when the Risk Based
Inspection license is active.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Dashboard Queries Folder


The queries listed in the following table are stored in the Catalog location
\\Public\Meridium\Modules\Mechanical Integrity\Queries\Dashboard Queries. In this
table, the values listed in the Query column refer to the query names. The baseline query
captions are the same as the query names.

Query
Data Quality

Behavior and Usage


Used to return results that are displayed for the Data Quality measure
that is displayed in the General Measures section that is displayed on

the Mechanical Integrity dashboard. In the baseline database, this


query is configured to return Criticality Calculator RBI Components
records whose Component Type value is any value other than Heat
Exchanger-Bundle and when any of the following conditions related
to other Criticality Calculator RBI Components values are true:

Degradation Rates

Environmental
Consequence

Operating Pressure is null or is greater than Design Pressure.


Operating Temperature is null or is greater than Design
Temperature.

Diameter is null or 0 (zero).

Expected Internal Corrosion is null or 0 (zero).

Inventory is null.

Process Fluid is null.

Weld Joint Effy is null.

Nominal Thickness is null or 0 (zero).

Toxic Mixture is True.

Toxic Model is null.

Percent toxic is 0 (zero).

Used to return results that are displayed for the Degradation Rates
measure that is displayed in the General Measures section that is
displayed on the Mechanical Integrity dashboard. In the baseline
database, this query is configured to return Equipment records that are
linked to Asset Corrosion Analysis records whose Average Corrosion
Rate value is greater than the BM Estimate Rate value in the
Criticality Int. Corr. Deg. Mech. Eval. record associated with that
Equipment record.
Used to return results that are displayed for the Environmental
Consequence measure that is displayed in the Equipment Measures
section that is displayed on the Mechanical Integrity dashboard. In the
baseline database this query:

Is configured to return Equipment records that are associated


with RBI Criticality Analysis records whose Environ Crack
Prob Cat field contains a value other than N/A.

Contains a prompt on the Equipment Entity Key.

Equipment Outside
Risk Policy

Flammable
Consequence

Used to return results that are displayed in the Equipment Outside


Risk Policy section that is displayed on the Mechanical Integrity
dashboard. In the baseline database, this query is configured to return
Equipment records that are linked to RBI Criticality Analysis records
whose Risk Category value corresponds with the value High in the
Criticality Rating field.
Used to return results that are displayed for the Flammable
Consequence measure that is displayed in the Equipment Measures
section that is displayed on the Mechanical Integrity dashboard. In the
baseline database, this query:

Is configured to return Equipment records that are associated


with RBI Criticality Analysis records whose Flamm Conseq
Cat field contains a value other than N/A.

Contains a prompt on the Equipment Entity Key.

Inspections
Completed

Used to return results that are displayed for the Inspections Completed
in Last 30 Days measure that is displayed in the General Measures
section that is displayed on the Mechanical Integrity dashboard. In the
baseline database, this query is configured to return Equipment
records that are linked to Inspection records whose Completion Date
field contains a value that corresponds with today's date or a date
within the last 30 days.

Inspections Due

Used to return results that are displayed for the Inspections Due in
Next 30 Days measure that is displayed in the General Measures
section that is displayed on the Mechanical Integrity dashboard. In the
baseline database, this query is configured to return Equipment
records that are linked to Inspection Task records whose Next Date
value corresponds with within the next 30 days.

Used to return results that are displayed for the Overdue Inspections
measure that is displayed in the General Measures section that is
displayed on the Mechanical Integrity dashboard. In the baseline
Inspections Overdue
database, this query is configured to return Equipment records that are
linked to Inspection Task records whose Next Date value corresponds
with today's date or a date before today's date.

Pending
Recommendations

Used to return results that are displayed in the Pending RBI


Recommendations section that is displayed on the Mechanical
Integrity dashboard. In the baseline database, this query is configured
to return Equipment records that are linked to RBI Recommendation
records that are in the Proposed state.

Used to return results that are displayed in the Inspection Group


Monitor section that is displayed on the Mechanical Integrity
dashboard. In the baseline database, this query is configured to return:

Percentage Change in
External DM for
Piping

The number of Criticality Calculator RBI Components records


in the database whose Component Type field contains any
value that includes the word Pipe.
-and-

The percentage of those Criticality Calculator RBI


Components records whose CUI Inspection Priority Change
field is set to True.
Used to return results that are displayed in the Inspection Group
Monitor section that is displayed on the Mechanical Integrity
dashboard. In the baseline database, this query is configured to return:

Percentage Change in
External DM for
Tanks

The number of Criticality Calculator RBI Components records


in the database whose Component Type field contains the
value Storage Tank.
-and-

The percentage of those Criticality Calculator RBI


Components records whose CUI Inspection Priority Change
field is set to True.
Used to return results that are displayed in the Inspection Group
Percentage Change in Monitor section that is displayed on the Mechanical Integrity
dashboard. In the baseline database, this query is configured to return:
External DM for
Vessels
The number of Criticality Calculator RBI Components records
in the database whose Component Type field contains any of
the following values:
o Air Cooled Exchanger-Header

Column-Bottom

Column-Middle

Column-Top

Filter

Heat Exchanger-Channel

Heat-Exchanger-Shell

Pressure Vessel

Reactor

-andThe percentage of those Criticality Calculator RBI


Components records whose CUI Inspection Priority Change
field is set to True.
Used to return results that are displayed in the Inspection Group
Monitor section that is displayed on the Mechanical Integrity
dashboard. In the baseline database, this query is configured to return:

Percentage Change in
Internal DM for
Piping

The number of Criticality Calculator RBI Components records


in the database whose Component Type field contains any
value that includes the word Pipe.
-and-

The percentage of those Criticality Calculator RBI


Components records whose Int. Corr. Inspection Priority
Change field is set to True.
Used to return results that are displayed in the Inspection Group
Monitor section that is displayed on the Mechanical Integrity
dashboard. In the baseline database, this query is configured to return:

Percentage Change in
Internal DM for
Tanks

The number of Criticality Calculator RBI Components records


in the database whose Component Type field contains the
value Storage Tank.
-and-

The percentage of those Criticality Calculator RBI


Components records whose Int. Corr. Inspection Priority
Change field is set to True.
Used to return results that are displayed in the Inspection Group
Percentage Change in Monitor section that is displayed on the Mechanical Integrity
dashboard. In the baseline database, this query is configured to return:
Internal DM for
Vessels
The number of Criticality Calculator RBI Components records
in the database whose Component Type field contains any of
the following values:
o Air Cooled Exchanger-Header

Column-Bottom

Column-Middle

Column-Top

Filter

Heat Exchanger-Channel

Heat-Exchanger-Shell

Pressure Vessel

Reactor

-andThe percentage of those Criticality Calculator RBI


Components records whose Int. Corr. Inspection Priority
Change field is set to True.
Used to return results that are displayed for the Production Loss
Consequence measure that is displayed in the Equipment Measures
section that is displayed on the Mechanical Integrity dashboard. In the
baseline database, this query:

Production Loss
Consequence

Is configured to return Equipment records that are associated


with RBI Criticality Analysis records whose Production Loss
Conseq Categ field contains a value other than N/A.

Contains a prompt on the Equipment Entity Key.

Recommendations
Without Tasks

Used to return results that are displayed for the Comparison of Tasks
to Recommendations measure that is displayed in the General
Measures section that is displayed on the Mechanical Integrity
dashboard. In the baseline database, this query is configured to return
Equipment records that are not linked to at least one Inspection Task
record.

Risk Matrix

Used to return results that are displayed in the RBI Risk Matrix section
that is displayed on the Mechanical Integrity dashboard. In the
baseline database, this query is configured to return Equipment
records that are associated with an RBI Criticality Analysis record that
is in the Risk Completed state and whose Risk Category field contains
a value.

Used to return results that are displayed for the Analyses Requiring
Calculation measure that is displayed in the General Measures section
that is displayed on the Mechanical Integrity dashboard. In the
baseline database, this query is configured to return RBI Criticality
Analysis records that are:
Task Complete
Greater Than Risk
Assessment

-and

Toxic Consequence

In the Risk Completed State.

Linked to an Inspection record whose Completion Date value


corresponds with a date that is after the Date Criticality
Calculated value in the RBI Criticality Analysis record.

Used to return results that are displayed for the Toxic Consequence
measure that is displayed in the Equipment Measures section that is
displayed on the Mechanical Integrity dashboard. In the baseline
database, this query is configured to return Equipment records that are
associated with RBI Criticality Analysis records whose Toxic Conseq
Cat field contains a value other than N/A.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

System Code Tables Used by MI


Modules
The following System Code tables are used by Mechanical Integrity modules:

Table ID
INSPECTION
CONFIDENCE

Table Description

Function

Used to populate the Inspection


Inspection Confidence Confidence list in Inspection Strategy
records.

MI_INSPECTION_EXTE Extent values for


NT
Inspection Strategies

Used to populate the Inspection Extent


list in Inspection Strategy records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About NR13
NR13 is a Brazilian Regulatory Standard issued by the Department of Labor, applicable
only to sites in Brazil. Its general purpose is to ensure safety in all aspects of designing,
installing, operating, and maintaining certain types of equipment.
The NR13 module expands Meridium APM's baseline function to support the collecting
and storing of technical data that is required to create NR13-compliant inspection reports.
The module also adds two new inspection reports specifically for NR13 inspections.
The NR13 module is enabled by the NR13 license.
You can download the NR13 help documentation here (PDF).

Overview of Risk Based Inspection


Risk Based Inspection (RBI) allows you analyze the risk of a piece of equipment's
components failing due to specific degradation mechanisms. Using RBI, you can set up
RBI Systems to organize the components that you want to analyze. You will need to
group the components according to the degradation mechanisms that they share, where
each group of components is considered a separate RBI Component.
Within an RBI System, you can begin creating RBI Analyses for each of the RBI
Components that belong to the RBI System. Each analysis will yield values indicating the
overall risk of the RBI Component failing due to the degradation mechanisms that are
defined for it.
After you conduct an RBI Analysis, if the risk values are unacceptable, you can analyze
hypothetical scenarios using What If Analyses and Future Risk Analyses to see how
additional actions or factors might affect the risk. For example, you might create a What
If Analysis to see what the risk level would be if you changed the operating pressure. Or,
you might create a Future Risk Analysis to see what the risk level might be in five years.
Based on the analysis results, you can create RBI Recommendation records to capture
recommended actions that might lower the risk associated with an RBI Component. You
can then create Task records or SAP Notifications from those RBI Recommendation
records to track the work and make sure that the recommended actions are implemented.
After the recommended actions are implemented, you can conduct a new RBI Analysis to
determine if the new operating procedures or environment have actually reduced the risk.
D

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI System Requirements


The Risk Based Inspection license is required to take advantage of RBI functionality. In
addition, your system must contain the basic Meridium APM system architecture.
Hint: Details on the system requirements for the basic architecture and activating
licenses can be found in the Installation, Upgrade, and System Administration section of
the Meridium APM Help system.
After you have installed and configured the basic system architecture, you will need to
perform some configuration tasks specifically for the RBI feature.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Options for Using RBI


In the baseline RBI product, RBI and ASM are integrated, which allows you to transfer
RBI Analysis data to an Asset Strategy in ASM.
Note: In order for this integration to work correctly, the ASM module must be active.
Certain features in RBI are provided so that the ASM integration will work correctly. For
example, on the RBI Asset View page, the Component Tasks menu contains the Promote
to ASM link, which allows you to transfer RBI Analysis data to ASM.
If desired, using an RBI administrative option, you can disable the ASM integration with
RBI. Doing so will cause some RBI features and functionality to be disabled or
unavailable because they do not apply to your workflow. Throughout this documentation,
we note where features are available only if ASM integration is enabled.
If you accept the baseline configuration and keep the integration between RBI and ASM,
you will need to make some additional decisions about how you want RBI to work.
Depending upon your decisions, you will need to complete the appropriate administrative
tasks to support the desired functionality.
Whether or not you choose to integrate RBI with ASM is up to you and will depend upon
how you intend to use RBI. If, for example, you plan to create a custom calculator and
you are already using ASM, you will probably want to integrate your RBI data with

ASM. If, however, you plan to accept the Meridium APM system calculations and create
RBI Recommendation records to capture recommended actions, you might choose to
postpone integration with ASM.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Overview of the RBI Data Model


The Meridium APM Risk Based Inspection (RBI) module allows you to create RBI
Analyses that contain calculated data about RBI Components. RBI Criticality Analysis
records are linked to Criticality Calculator RBI Components records. When you create a
Criticality Calculator RBI Components record, you will need to choose the main
Equipment record to which it will be linked. Doing so allows some values from the
Equipment record to be copied to the Criticality Calculator RBI Components record upon
creation.
You can also link each Criticality Calculator RBI Components record to an RBI System
record that represents the RBI System in which the corresponding RBI Components
participate.
For instance, consider a house (i.e., a unit) that contains an electrical system and a
plumbing system. As shown in the following image, a water heater (i.e., a piece of
equipment) is part of the electrical system and the plumbing system.

In this case, because the water heater participates in two systems, you would need to
divide the water heater into logical groups of components, where each of those groups of
components belongs to one of the two systems. Each group of components would
represent a single RBI Component, which would be defined by a single Criticality
Calculator RBI Components record, and each of those Criticality Calculator RBI
Components records would be linked to the main Equipment record representing the
water heater. In addition, each Criticality Calculator RBI Components record can be
linked to the RBI System record that represents the RBI System to which the
corresponding RBI Components belong.
Click here to see an example of the records that your database might contain if you were
to conduct an RBI Analysis on the water heater that is used in the previous example.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Illustration of the Meridium APM RBI


Data Model
The following image provides a diagram of the entity families and relationship families
involved in the RBI workflow. In the image:

Black arrows and boxes represent entity families, relationship families, and
associated relationship definitions that are configured in the baseline database and
do not require customization for baseline functionality to work.
Red arrows and boxes represent entity families, relationship families, and
associated relationship definitions that require customization if you want to
implement the workflow that involves them. In some cases, you might need to
create the relationship family, relationship definition, or entity family from scratch
if you want to implement the associated functionality.
Red text within a box represents a term that is used throughout this documentation
to refer to a record belonging to the associated entity family and the concept that
this record represents within the RBI module.

While the data model illustration shows only one Criticality Calculator RBI Components
box, the Meridium APM RBI data model includes the following Criticality Calculator
RBI Components families:

Criticality Calculator PRD Components

Criticality PRD Component - Relief Valve (used for pressure relief devices
only)
Criticality PRD Component - Rupture Disk (used for pressure relief
devices only)

Criticality RBI Component - Cylindrical Shell

Criticality RBI Component - Exchanger Bundle

Criticality RBI Component - Exchanger Header

Criticality RBI Component - Exchanger Tube

Criticality RBI Component - Piping

Criticality RBI Component - Tank Bottom

In addition, while the data model illustration shows only one Criticality Degradation
Mech Evaluation box, the Meridium APM RBI data model includes the following
Criticality Degradation Mech Evaluation families:

Criticality Env. Crack. Deg. Mech. Eval.


Criticality Ext. Corr. Deg. Mech. Eval.

Criticality Int. Corr. Deg. Mech. Eval.

Criticality Leak Deg. Mech. Eval.

Criticality Other Damage Mech. Eval.

Criticality Over Pressure Deg. Mech. Eval.

Note that in the image, the Criticality Degradation Mech Evaluation family is related to
the Inspection family (where the Inspection box represents all baseline Inspection
families). In the baseline database, however, the Criticality Other Damage Mech. Eval.
family is not related to the Inspection families.
Additionally, the following Criticality Degradation Mech Evaluation families are related
only to the PRD Pop Test Checklist family (a subfamily of the Inspection family):

Criticality Leak Deg. Mech. Eval.


Criticality Over Pressure Deg. Mech. Eval.

Each RBI System record can be linked to multiple Criticality Calculator RBI
Components records. Each Criticality Calculator RBI Components record can be linked
to multiple RBI Criticality Analysis records. In addition, a Criticality Calculator RBI
Components record can be linked to only one RBI System record.
Note: The following families are not included in the preceding image because they are
not related to any other families in the RBI data model: Strategy Logic Case, Strategy
Reference Table, Data Mapping Column-Field Pair, Data Mapping Group, Data Mapping
Query, RBI Strategy Mapping Configuration, and RBI Strategy Mapping Details. In
addition, although Meridium APM Reference Table families are used by RBI, they are
not included in the image.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI and Inspection Management


Integration
In addition to the families shown in the RBI data model, access to the following
Inspection Management entity and relationship families is provided when the RBI license
is active:

Has Inspection Scope


Has Time Based Inspection Interval

Time Based Inspection Interval

Time Based Inspection Setting

These families support the use of time-based inspection settings in RBI when populating
the Desired Interval field in Inspection Task records.
Additionally, members of RBI Security Groups are granted privileges to these families in
the baseline Meridium APM database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI Components


In RBI, you will divide equipment up into the components whose risk you want to
analyze using an RBI Analysis. You will want to divide a piece of equipment into
components based upon shared degradation mechanisms among the components. Each
group of components that share the same degradation mechanisms will belong to the
same group, or RBI Component. In other words, an RBI Component represents a group of
equipment components that share the same degradation mechanisms.
In Meridium APM, Criticality Calculator RBI Components records are used to store
identifying information about RBI Components. Each Criticality Calculator RBI
Components record is linked to other records to further define that RBI Component. For
example, Criticality Calculator RBI Components records are linked to Potential
Degradation Mechanisms records, which define the ways in which the RBI Component
can fail. The following image illustrates the records to which Criticality Calculator RBI
Components records are linked.

You can manage RBI Components on the following pages:

RBI Unit View page


RBI Asset View page

When you are viewing an RBI Component on the RBI Unit View page, the records that
are outlined in red in the following image are displayed.

Note: In addition to the records outlined in red, the RBI Unit View page also displays the
Functional Location record to which the RBI System record is linked.
When you are viewing an RBI Component on the RBI Asset View page, the records that
are outlined in red in the following image are displayed:

Note: In addition to the records outlined in red, the RBI Asset View page also displays
additional records to which the RBI Criticality Analysis record is linked, such as RBI
Degradation Mechanisms records. These records are not included in the preceding image
because they are not directly linked to the Criticality Calculator RBI Components record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Example of RBI Components


Using RBI, you can analyze the ways in which equipment can fail. To do so, you will
need to create RBI Criticality Analysis records and link them to Criticality Calculator
RBI Components records, which represent groups of components that you want to
analyze, where the components belong to a single piece of equipment and share the same
degradation mechanisms.
Consider a water heater, which is a piece of equipment that contains the following
components:

An inner steel tank that holds the water.


Insulation that surrounds the steel tank.

Heating rods that heat the water.

A thermostat that determines the desired temperature of the water.

A pipe that lets cold water into the tank.

A pipe that lets hot water out of the tank.

The following image illustrates these components:

In RBI, to analyze the ways in which the water heater can fail, you would need to divide
the components into logical groups that represent common failure possibilities among
those components. Each group of components would be a separate RBI Component and
would be represented by a single Criticality Calculator RBI Components record. Keep in

mind that some of these groups are involved in the electrical system, and others are
involved in the plumbing system.
For example, you might group the equipment's components into the following RBI
Components:

Tank: Includes the inner steel tank and the insulation, which can fail by corroding.
The Tank is part of the plumbing system because the purpose of the steel tank and
the insulation is to hold water and prevent heat loss from the water.
Heating Elements: Includes the heating rods and the thermostat, which can fail by
producing too much or too little heat. The Heating Elements are part of the
electrical system because the heating rods and the thermostat operate using
electricity.
Pipes: Includes the two pipes that let cold water in and hot water out and can fail
by letting too much water out or by preventing water from being released at the
proper rate. The Pipes are also part of the plumbing system because the purpose of
the pipes is to control the water flow into and out of the tank.

If you were to create an RBI Analysis using this example, your database would contain
the following records:

House (Functional Location record)


Electrical System (RBI System record)

Plumbing System (RBI System record)

Water Heater (Equipment record)

Heating Elements (Criticality Calculator RBI Components record)

Pipes (Criticality Calculator RBI Components record)

Tank (Criticality Calculator RBI Components record)

Note: If you had already created Functional Location records to represent the Electrical
System and Plumbing System, you would need to create additional RBI System records
to represent these same systems. The existing Functional Location records would not
need to be linked to the RBI System records.
The records would be linked to one another as shown in the following image.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Associating Degradation


Mechanisms with an RBI Component
After an RBI System record is linked to Potential Degradation Mechanisms records, as
you begin linking Criticality Calculator RBI Components records to the RBI System
record, those Criticality Calculator RBI Components records will be linked automatically
to all of the Potential Degradation Mechanisms records that are linked to the RBI System
record. Each Potential Degradation Mechanism that is linked to a Criticality Calculator
RBI Components record represents a way in which that RBI Component can fail.
For each Criticality Calculator RBI Components record, you can define the specific ways
in which the RBI Component that it represents can fail. If the RBI Component can fail in
all ways that are represented by the Potential Degradation Mechanisms records to which
it was automatically linked, no action is needed.
It is more likely, however, that the RBI Component will fail in a subset of ways. In this
case, you can keep the links between the Criticality Calculator RBI Components records
and the appropriate Potential Degradation Mechanisms records, remove any unnecessary
links, or link additional Potential Degradation Mechanisms records to each Criticality
Calculator RBI Components record.
For example, suppose your RBI System record represents an electrical system. You may
have determined that RBI Components in this RBI System can fail in the following ways:

Heating Failure. For example, the burners on the stove and the heating elements
in the water heater can produce too much or too little heat.

Electrical Failure. For example, the switches on the stove and the thermostat on
the water heater can produce too little electricity.

In this case, the RBI System record would be linked to two Potential Degradation
Mechanisms records to represent each type of degradation mechanism in the preceding
list. After the degradation mechanisms are associated with the RBI System as a whole
and you have determined which RBI Components are involved in that RBI System, you
will need to validate the degradation mechanisms for each RBI Component.
Assuming that the electrical system contains the water heater and the stove, the RBI
System record representing the electrical system record would be linked to the following
Criticality Calculator RBI Components records:

Burners (belong to the Stove)


Switches (belong to the Stove)

Heating Elements (belong to the Water Heater)

Each of these Criticality Calculator RBI Components records would be linked


automatically to all Potential Degradation Mechanisms records that are linked to the RBI
System record. You would need to determine, however, which degradation mechanisms
make sense for each RBI Component. To do so, you might decide that the Criticality
Calculator RBI Components record should be linked to the Potential Degradation
Mechanisms records as described in the following table.

Criticality Calculator RBI Components


Record

Potential Degradation Mechanisms Record

Burners

Heating Failure

Switches

Electrical Failure

Heating Elements

Heating Failure

So, while the RBI System record is linked to two Potential Degradation Mechanisms
records, each Criticality Calculator RBI Components records is linked to only one
Potential Degradation Mechanisms record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI Systems


An RBI System is a collection of RBI Components that are grouped together for the
purpose of conducting an RBI Analysis. In Meridium APM, RBI System records are used
to store identifying information about an RBI System. Each RBI System record is linked
to other records to further define the RBI System. For example, RBI System records are
linked to Potential Degradation Mechanisms records, which define the ways in which the
RBI Components that are involved in the RBI System can fail. The following image
illustrates the records to which RBI System records are linked.

You can manage RBI Systems on the RBI Unit View page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Example of an RBI System


The following image illustrates the records and links that you might create if you wanted
to perform an RBI Analysis on the RBI Components that are involved in an electrical
system. Notice that the electrical system contains RBI Components that are part of
different pieces of equipment: stove and water heater.
Note: You can see from the image that the heating elements are part of the water heater
and belong to the electrical system. This water heater also has other RBI Components that
belongs to a different RBI System: plumbing system. In cases where the records or links
are not associated with the electrical system, the text and lines are gray.

From this image, you can see that only the following RBI Components are involved in
the electrical system:

Burners
Switches

Heating Elements

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Associating Degradation


Mechanisms with a System
Each RBI System record represents an RBI System that contains multiple RBI
Components. Each of those RBI Components can fail in multiple ways. To indicate the
ways in which any of those RBI Components can fail, you can link Potential Degradation
Mechanisms records to the RBI System record. Each Potential Degradation Mechanisms
record that is linked to the RBI System record represents a degradation mechanism, or a
way in which the RBI Components in that RBI System might fail.
When you associate degradation mechanisms with an RBI System, you have two options:

You can associate only the degradation mechanisms that are common across ALL
underlying RBI Components. If you choose this option, you will need to associate
additional degradation mechanisms with each RBI Component as needed.

You can associate all possible degradation mechanisms for all underlying RBI
Components, even if those degradation mechanisms apply only to one or a few of
the RBI Components. If you choose this option, you will need to disassociate
degradation mechanisms from each RBI Component as needed.

-or-

After an RBI System record is linked to Potential Degradation Mechanisms records, as


you begin linking Criticality Calculator RBI Components records to the RBI System
record, those Criticality Calculator RBI Components records will be linked automatically
to all of the Potential Degradation Mechanisms records that are linked to the RBI System
record. Each Potential Degradation Mechanism that is linked to a Criticality Calculator
RBI Components record represents a way in which that RBI Component can fail.
For each Criticality Calculator RBI Components record, you can define the specific ways
in which the RBI Component that it represents can fail.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI Analyses


An RBI Analysis is a combination of an RBI Criticality Analysis record and the successor
records to which it is linked, where those records contain risk information about the RBI
Component for which the analysis was created. There are three types of RBI Analyses:

Main RBI Analysis: An RBI Analysis that represents current information about
the RBI Component and the operating environment. If desired, you can use the
information in a main RBI Analysis as the starting point for a child Future Risk
Analyses and What If Analyses.
Future Risk Analysis: A child analysis of a main RBI Analysis. Future Risk
Analyses allow you to calculate the risk that would be associated with an RBI
Component at some future date. For example, you might want to see what the risk
would be five years from now, assuming that all other risk factors remain the
same (e.g., operating pressure, operating temperature, and so on).
What If Analysis: A child analysis of a main RBI Analysis. What If Analyses
allow you to calculate the risk associated with an RBI Component under
hypothetical circumstances. For example, you might want to see what the risk

would be if you changed the operating pressure or if you replaced the RBI
Component. After you calculate a What If Analysis, if the risk improves with the
hypothetical data, you might decide that you want to implement that scenario. If
so, you can transfer the values from the What If Analysis to the main RBI
Analysis.
Note: While the RBI Criticality Analysis in a main RBI Analysis is linked to the RBI
Criticality Analysis record in any child Future Risk and What If Analyses (through the
Has RBI Criticality Analysis family), those child RBI Criticality Analysis records are not
considered part of the main RBI Analysis. Instead, they are considered part of their own
RBI Analysis.
The following image illustrates the records to which RBI Criticality Analysis record in a
main RBI Analysis and a Future Risk Analysis are linked.

Note: In a What If Analysis, the root RBI Criticality Analysis record is linked to all of
these records except for RBI Recommendation records.
You should create a main RBI Analysis for each Criticality Calculator RBI Components
record that is linked to an RBI System record. This means that if an RBI System record is
linked to three Criticality Calculator RBI Components records, you should create three
main RBI Analyses. After a main RBI Analysis exists, you can calculate it and
communicate recommendations based upon the calculated values. You can create RBI
Analyses on the RBI Asset View page.

Note that when you create a What If Analysis or Future Risk Analysis, Meridium APM
copies the values in the records in the main RBI Analysis to new records in the child
analysis. In other words, if the main RBI Analysis contains five RBI Degradation
Mechanisms records, a What If Analysis will contain five separate RBI Degradation
Mechanisms records, which will contain the same values as the records in the main RBI
Analysis.
Consider the following example that shows the records that you would see after creating
a What If Analysis from a main RBI Analysis. Yellow boxes represent records in the main
RBI Analysis, and orange boxes represent records in the What If Analysis. Note that the
two root RBI Criticality Analysis records are linked to each other.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Characteristics of a Future Risk


Analysis
By default, the following information is true for Future Risk Analyses:

The RBI Criticality Analysis record is linked to the RBI Criticality Analysis of the
predecessor RBI Analysis through the Has RBI Criticality Analysis relationship.

When you create a Future Risk Analysis, Meridium APM copies the values in the
records in the main RBI Analysis to new records in the child analysis. In other
words, if the main RBI Analysis contains five RBI Degradation Mechanisms
records, a Future Risk Analysis will contain five separate RBI Degradation
Mechanisms records.

The Analysis ID matches the Analysis ID of the predecessor RBI Analysis.

The field values match the field values in the predecessor RBI Analysis, with the
following exceptions:

The values in the following fields are not transferred from the predecessor
RBI Criticality Analysis record:

RBI Criticality Analysis


Driving Risk
Consequence Category Rolled Up
Eff Date for Risk Analysis
Inspection Priority Rolled Up
Probability of Failure Rolled Up
Risk Category
Risk Completed
Risk Completed Date

1.
o

The values in the following fields are not transferred from the predecessor
RBI Degradation Mechanisms records:

RBI Degradation Mechanisms


Combined Consequence

Inspection Priority
Probability of Failure

1.
o

The values in the following fields are not transferred from the predecessor
Criticality Consequence Evaluation record:

Criticality Consequence Evaluation


Average Leak Rate
Cleanup Cost
Distance to End Effect
Deinventory Time
Estimated Leak Quantity
Estimated Release Rate
Final Phase
Flammable Affected Area
Initial Leak Rate
Leak Size
Pool Area
Probability of Ignition
Release Duration
Toxicity Area
Toxic Mix Release Rate

o
o

The values in the following fields are not transferred from the predecessor
Criticality Degradation Mech Evaluation records:

Criticality Env. Crack. Deg. Mech. Eval


Adjusted Years Last Inspection
DF
Likelihood Category
Updated Potential
Years In Services
Years Last Inspection

Criticality Int. Corr. Deg. Mech. Eval


DF
Estimated
Estimated Half Life
Estimated Wall Loss
Fractional Wall Loss
Likelihood Category
Pressure at Minimum Thickness
Structural Minimum Thickness
Wall Ratio

Years in Services

Criticality Ext. Corr. Deg. Mech. Eval


Age
Area Humidity Factor
Calculated Corrosion Rate
Coated Factor
DF
Estimated Minimum Thickness
Estimated Wall Loss
Fractional Wall Loss
Insulation Condition Factor
Insulation Type Factor
Likelihood Category
Wall Ratio
Years in Services

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Characteristics of a What If Analysis


By default, the following information is true for What If Analyses:

The RBI Criticality Analysis record is linked to the RBI Criticality Analysis of the
main RBI Analysis through the Has RBI Criticality Analysis relationship.
When you create a What If Analysis, Meridium APM copies the values in the
records in the main RBI Analysis to new records in the child analysis. In other
words, if the main RBI Analysis contains five RBI Degradation Mechanisms
records, a What If Analysis will contain five separate RBI Degradation
Mechanisms records.

The Analysis ID matches the Analysis ID of the main RBI Analysis.

The field values in the What If Analysis match the field values in the main RBI
Analysis, with the following exceptions:

The values in the following fields are not transferred from the RBI
Criticality Analysis record in the main RBI Analysis:

RBI Criticality Analysis


Consequence Category Rolled Up
Driving Risk
Eff Date for Risk Analysis
Inspection Priority Rolled Up
Probability of Failure Rolled up
Risk Category
Risk Completed
Risk Completed Date

1.
o

The values in the following fields are not transferred from the Criticality
Consequence Evaluation record in the main RBI Analysis:

Criticality Consequence Evaluation

Average Leak Rate


Cleanup Cost
Deinventory Time
Distance to End Effect
Estimated Leak Quantity
Estimated Release Rate
Final Phase
Flammable Affected Area
Initial Leak Rate
Leak Size
Pool Area
Probability of Ignition
Release Duration
Toxic Mix Release Rate
Toxicity Area

1.
o

The values in the following fields are not transferred from the RBI
Degradation Mechanisms records in the main RBI Analysis:

RBI Degradation Mechanisms


Combined Consequence
Inspection Priority

Probability of Failure

1.
o

The values in the following fields are not transferred from the Criticality
Degradation Mech Evaluation records in the main RBI Analysis:

Criticality Env. Crack. Deg. Mech. Eval


Adjusted Years Last Inspection
DF
Likelihood Category
Updated Potential
Years in Service
Years Last Inspection

Criticality Int. Corr. Deg. Mech. Eval


DF
Estimated
Estimated Wall Loss
Fractional Wall Loss
Likelihood Category
Pressure at Minimum Thickness
Structural Minimum Thickness
Wall Ratio

Years in Service

Criticality Ext. Corr. Deg. Mech. Eval


Age
Area Humidity Factor
Calculated Corrosion Rate
Coating Factor
DF
Estimated Minimum Thickness
Estimated Wall Loss
Fractional Wall Loss
Insulation Condition Factor
Insulation Type Factor
Likelihood Category
Wall Ratio
Years in Service

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI Recommendations


An RBI Recommendation record stores information about actions that should be
performed to help mitigate the risk associated with a degradation mechanism. Each RBI
Recommendation record is linked to:

An RBI Degradation Mechanism record, which defines the type of failure that the
recommended action can help mitigate.
An Equipment record, which defines the piece of equipment to which the
recommendation applies.
An RBI Criticality Analysis record.

Additionally, when you use Inspection Groups to facilitate inspection planning for your
equipment, RBI Recommendation records that are created as a part of that process (i.e.,
created from Inspection Groups) will be linked to the Asset Group records that are
associated with those Inspection Groups. These RBI Recommendation records are not
created in the same way as RBI Recommendation records that are created from RBI
Analyses, but they are treated similarly by the Meridium APM system and are managed
the same way in most cases.
The following image illustrates the records to which RBI Recommendation records are
linked. Note that the area in the image that is shaded pink represents the relationship
between Asset Group and RBI Recommendation records. This section is shaded to
highlight the concept that the other records illustrated in the image are related to the RBI
Recommendation family regardless of whether or not an Asset Group record is associated
with the Equipment record for which RBI Recommendation records exist. When a
relationship between an Asset Group record and RBI Recommendation record does exist,
however, the Asset Group record is also linked indirectly to all other records shown in
this image (by way of its link to the RBI Recommendation record).

If you are following the Mechanical Integrity Best Practice, you will create RBI
Recommendation records at the following two points in the RBI workflow:

After you calculate an RBI Analysis. You can create these RBI Recommendation
records manually or automatically via the RBI Asset View page.

When you implement an Inspection Group. These RBI Recommendation records


will be created automatically via the Inspection Group Details page.

After RBI Recommendation records exist, you can:

Access a list of RBI Recommendation records per Equipment record.

Create Task records or SAP Notifications via Recommendation Management to


ensure that the recommendation actions are implemented.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Accessing Recommendation


Management from RBI
The way in which you access Recommendation Management from RBI will depend upon
the workflow that you are executing and the type of RBI Recommendation records that
you want to view. You can access RBI Recommendation records from the following
pages:

From the RBI Start Page.


From the RBI Asset View page.

From the Inspection Group Details page.

When you access RBI Recommendation records from any of these pages, the record will
be displayed on the Recommendation Management page, where you can view and
manage the RBI Recommendation records. When you access Recommendation
Management via RBI, certain features are available that do not appear when you access
Recommendation Management from the Go To menu.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing RBI Recommendations from


the Start Page
You can use the following instructions to access RBI Recommendation records that are
linked to any Equipment record included in an RBI Analysis via the RBI Start Page. You
can also access RBI Recommendation records based on the RBI Analysis or Inspection
Group with which they are associated via the following pages:

The RBI Asset View page.

The Inspection Group Details page.

To access RBI Recommendation records from the RBI Start Page:


1. On the RBI Start Page, click the Manage RBI Recommendations link.

The Manage Recommendations page appears, displaying the results of the View All
Recommendations query.

In the query results, one row is displayed for each Equipment record that is linked to an
RBI Recommendation record.
2. In the row containing the Equipment record that is linked to the RBI
Recommendation records that you want to view, click the hyperlinked Equipment
ID.
The Recommendation Management page appears, displaying the Recommendation
records that are linked to the selected Equipment record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Recommendation


Management Page when Accessed from
RBI
When you access Recommendation Management from RBI, the Recommendation
Management page contains various features that are specific to RBI (i.e., the page
contains features that are not displayed when you access it in other ways). The following
image shows an example of the Recommendation Management page when accessed via
RBI.

When accessed from RBI, the Recommendation Management page contains the following
items:

A section containing a grid that displays the RBI Recommendation records that
are linked to the Equipment record(s) for which you accessed the
Recommendation Management page. The items that are displayed in the grid and
the label of this section will vary, depending upon how you access the

Recommendation Management page. If you access the Recommendation


Management page via:
o One of the following items, the grid will display the RBI Recommendation
records that are linked to the single Equipment record for which you
accessed the Recommendation Management page. The label of this section
will be RBI Recommendations for <Equipment Record ID>, where
<Equipment Record ID> is the Record ID of the Equipment record for
which you accessed the Recommendation Management page:

The Review Recommendations link on the Recommendation Tasks


menu on the RBI Asset View page.

The Inspection Group Details page.

The RBI Start Page.

Additionally, when you access the Recommendation Management page in one of these
ways, the RBI Recommendation records will be grouped by the Task ID of the Inspection
Task record to which they are linked. Any RBI Recommendation records that are not
linked to an Inspection Task record will be grouped under the heading Task ID:
(Count=n), where n is the number of RBI Recommendation records that are not linked to
an Inspection Task record. Note that the grid does not display:

RBI Recommendation records that are set to the Archived state.


RBI Recommendation records that are set to the Consolidated state
and linked to a master RBI Recommendation record that is set to
the Archived state.

The Mass Review Recommendations link on the Asset Tasks menu on the
RBI Asset View page, the grid will display the RBI Recommendation
records that are linked to all the Equipment records for which you
accessed the Recommendation Management page. The label of this section
will be Mass Review RBI Recommendations for Multiple Assets.

Throughout this documentation, this section is referred to as the RBI Recommendations


section.

A section containing a grid that displays the Inspection Task records that are
linked to the RBI Recommendation records associated with the Equipment
record(s) for which you accessed the Recommendation Management page. The
label of this section will vary, depending upon how you access the

Recommendation Management page. If you access the Recommendation


Management page via:

One of the following items, the label will be Task for Asset <Record ID>
section, where <Record ID> is the Record ID of the Equipment record to
which the Inspection Task records and all displayed RBI Recommendation
records are linked.

The Review Recommendations link on the Recommendation Tasks


menu on the RBI Asset View page.

The Inspection Group Details page.

The RBI Start Page.

Mass Review Recommendations link on the Asset Tasks menu, the label
will be Task for Asset.

Throughout this documentation, this section is referred to as the Task for Asset section.
The content of this section is driven by the Task by Asset query, which is stored in the
Catalog in the folder \\Public\Meridium\Modules\Recommendation Manager\Queries.
Note that the selection in the grid in the RBI Recommendations section has no impact on
the selection in the Task for Asset section. The Task for Asset section simply displays a
list of Inspection Task records that are linked to the Equipment record(s) for which you
accessed the Recommendation Management page. In addition, your selection in the Task
for Asset section has no impact on the links that are enabled or disabled on the task
menus.

The following task menus:

Recommendation Tasks menu: Provides access to State Configuration


operations that are available for the selected RBI Recommendation
records. This menu works the same way as it does if you access
Recommendation Management from the Go To menu.
Asset Tasks menu: Provides options that let you:
o

Manage the links between RBI Recommendation records,


Inspection Task records, and SAP Notifications.

Create Inspection Task records.

Promote an Equipment or Functional Location record to ASM.

Common Tasks menuCommon Tasks menu: Provides standard


functionality. This menu works the same way as it does if you access
Recommendation Management from the Go To menu, except that the New
Recommendation link is labeled New RBI Recommendation and allows
you to create an RBI Recommendation record instead of a Meridium
General Recommendation record.

Note: The Meridium APM RBI Best Practice assumes that you will not use the New RBI
Recommendation link to create RBI Recommendation records. Instead, if you want to
create RBI Recommendation records manually, you should do so via the RBI Asset View
page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Asset Tasks Menu


The Asset Tasks menu is available when you access Recommendation Management from
RBI.

The Asset Tasks menu on the Recommendation Management page contains the following
links:

Open Asset View: Displays the RBI Asset View page from which you accessed
Recommendation Management.
Hide Tasks: Hides the Task for Asset section. If you click this link, it will be
relabeled Show Tasks so that you can redisplay the Task for Asset section.
Link to Task: Displays the Select Task dialog box, where you can select the
Inspection Task record to which you want to link the selected RBI
Recommendation records.

This link is enabled only when all of the following conditions are met:

o
o

One or more Recommendation records are displayed in the grid.


One or more Inspection Task records are displayed in the Task for Asset
section.

You have Insert and Update privileges to the Inspection Task family.

You have Update privileges to the RBI Recommendation family.

ASM integration is disabled for RBI (i.e., the ASM Integration Enabled
check box is cleared on the Administrative Tasks page).

You accessed the Recommendation Management page via the Review


Recommendations link on the Asset Tasks menu on the RBI Asset View
page.

Unlink from Task: Unlinks the selected RBI Recommendation records from the
Inspection Task record to which they are linked.

This link is enabled only when ALL of the following conditions are met:

You have Insert and Update privileges to the Inspection Task family.

You have Update privileges to the RBI Recommendation family.

ASM integration is disabled for RBI (i.e., the ASM Integration Enabled
check box is cleared on the Administrative Tasks page).

Create WMI: Displays the Work Management Item Builder, where you can choose
to create an Inspection Task record or an SAP Notification from the selected RBI
Recommendation record.

This link is enabled only when ALL of the following conditions are met:

One or more Recommendation records are displayed in the grid.

You have Insert and Update privileges to the Inspection Task family.

You have Update privileges to the RBI Recommendation family.

ASM integration is disabled for RBI (i.e., the ASM Integration Enabled
check box is cleared on the Administrative Tasks page).

You accessed the Recommendation Management page via the Review


Recommendations link on the Asset Tasks menu on the RBI Asset View
page.

Promote to ASM: Promotes the Equipment record to ASM. This link is enabled
only when ALL of the following conditions are met:

ASM integration is enabled for RBI (i.e., the ASM Integration Enabled
check box is selected on the Administrative Tasks page).

All RBI Criticality Analysis records that are linked to the Criticality
Calculator RBI Components records to which the Equipment record is
linked are set to the Risk Completed state.

For details about promoting Equipment records to ASM, click here.

Generate Tasks: Generates Inspection Task records from the automatically


generated RBI Recommendation records that are selected in the grid on the
Recommendation Management page. This link is enabled only when:

o
o

ASM integration is not enabled.


Inspection Task records are not linked to the currently selected RBI
Recommendation records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Hiding or Displaying the Task for Asset


Section
To hide the Task for Asset section:
1. Access the Recommendation Management page from RBI.
2. On the Asset Tasks menu, click the Hide Tasks link.
The Task for Asset section is removed.
To display the Task for Asset section:
1. Access the Recommendation Management page from RBI.
2. On the Asset Tasks menu, click the Show Tasks link.
The Task for Asset section is displayed.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Archiving RBI Recommendation


Records
When an RBI Criticality Analysis record is set to the Archived state because another RBI
Analysis for the same RBI Component has been activated, if that RBI Criticality Analysis
record is linked to RBI Recommendation records that are in any of the following states,
those RBI Recommendation records will be set to the Archived state automatically:

Cancelled
Implemented

Not Required

Proposed

Rejected

Pending Approval

Accepted by ASM

Additionally, RBI Recommendation records that are linked to an Asset Group record will
be archived automatically when that Asset Group record is archived.
Note that RBI Recommendation records that are set to the Consolidated or Superseded
state will not be set to Archived automatically. Instead, the master Recommendation
record to which they are linked will be set to Archived.
You can also archive an RBI Recommendation record manually if ASM integration is
disabled for RBI. When ASM integration is enabled, however, you cannot archive an RBI
Recommendation record manually.
Note that when you access Recommendation Management from RBI, the grid does not
display RBI Recommendation records that are set to the Archived state.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Example of Recommendations for a


Single Component
Suppose that a Criticality Calculator RBI Components record is linked to an RBI
Criticality Analysis record that is linked to four RBI Recommendation records. Two of
those RBI Recommendation records are in the Consolidated state and are the sources of a
master RBI Recommendation record, whose state is Proposed.
The following image illustrates this example.

If you were to link this Criticality Calculator RBI Components record to another RBI
Criticality Analysis and set its state to Risk Completed, the first RBI Criticality Analysis
would be set to the Archived state. In addition, all of its RBI Recommendation records
except for those in the Consolidated state would be set to Archived. You could then create
new RBI Recommendation records for the new RBI Analysis.
The following image illustrates this result, where the gray boxes indicate the items that
are set to Archived automatically.

Note: If you had promoted the Equipment record to ASM and any of the Archived
Recommendation records were used to create Action records, when you promote the
Equipment record to ASM again after its new RBI Analysis (Analysis 2) is set to Risk
Completed, those Action records would be marked for deletion or removed entirely,
depending upon the state of the Asset Strategy.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Example of Recommendations for


Multiple Components
Suppose that three Criticality Calculator RBI Components records are each linked to an
RBI Criticality Analysis record. Each of those RBI Criticality Analysis records is linked
to two RBI Recommendation records. In addition, two of the RBI Recommendation
records from different RBI Components are in the Consolidated state and are the sources
of a master RBI Recommendation record, whose state is Proposed.

The following image illustrates this example.

In this image, you can see that Recommendation A2 from Analysis A is consolidated with
Recommendation B2 from Analysis B.
If you were to link the Component 2 to another RBI Criticality Analysis and set its state
to Risk Completed, the following actions would occur automatically:

Analysis A and Analysis B would be set to Archived.


Recommendation A1 and Recommendation B1 would be set to Archived.

Recommendation A2 and Recommendation B2 would remain in the Consolidated


state.

Master Recommendation A2-B2 would be set to Archived.

Component 3, Analysis C, and all of the associated RBI Recommendation records


are untouched.

You could then create new RBI Recommendation records for the new RBI Analysis.
The following image illustrates this result, where the gray boxes indicate the items that
are set to Archived automatically.

Note: If you had promoted the Equipment record to ASM and any of the Archived
Recommendation records were used to create Action records, when you promote the
Equipment record to ASM again after its new RBI Analysis (Analysis B) is set to Risk
Completed, those Action records would be marked for deletion or removed entirely,
depending upon the state of the Asset Strategy.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Strategy Indicators


An RBI Analysis is a dynamic tool that helps you refine your strategy for maintaining an
RBI Component. Remember that a single piece of equipment can have multiple RBI
Components, and each RBI Component can have only one active RBI Analysis, as
illustrated in the following image.

Together, all of the RBI Analyses that exist for all of the RBI Components that belong to
an equipment make up an overall strategy for that equipment.
As you complete certain actions in RBI, ASM, and ASI, the overall strategy for the
equipment that you are working with progresses through a cycle. Certain stages of that
cycle indicate the strategy's maturity level.
A strategy indicator is a value that indicates a strategy's current position in this cycle.
Note: Strategy indicators are used in RBI only if ASM integration is enabled, meaning
that the ASM Integration Enabled check box is selected on the Administrative Tasks
page.
The following table lists the strategy indicators that you will see as you perform various
actions in RBI, ASM, and ASI for a single piece of equipment.

Indicator
Icon
None

Indicator Label Description


NONE

No RBI Analyses are associated with the Equipment record.

Analysis
Created

The Equipment record is linked to at least one Criticality


Calculator RBI Components record that is linked to an RBI

Criticality Analysis record.


If the Equipment record has not been promoted to ASM, this
indicates that for all Criticality Calculator RBI Components
records that are linked to the Equipment record, ALL of the
RBI Criticality Analysis records to which they are linked are
set to the Risk Completed state.
Analysis
Completed

-orIf the Equipment record HAS been promoted to ASM, this


indicates that for all Criticality Calculator RBI Components
records that are linked to the Equipment record, at least one of
the RBI Criticality Analysis records to which they are linked
is set to the Risk Completed state.

The Equipment record has been promoted to ASM, meaning


that an Asset Strategy record is linked to the Equipment
Strategy Draft record. All RBI Criticality Analysis records that are associated
with the Equipment record are set to the Accepted by ASM
state.
Strategy
Pending
Review

The Asset Strategy record that is linked to the Equipment


record is set to the Pending Review state. All RBI Criticality
Analysis records that are associated with the Equipment
record are set to the Accepted by ASM state.

Strategy
Active

The Asset Strategy record that is linked to the Equipment


record is set to the Active state. All RBI Criticality Analysis
records that are associated with the Equipment record are set
to the Accepted by ASM state.

Strategy
Implemented

The Asset Strategy record that is linked to the Equipment


record is also linked to an Implementation Package record
whose state is set to Implemented. All RBI Criticality
Analysis records that are associated with the Equipment
record are set to the Accepted by ASM state.

Strategy
Modified

The Asset Strategy record that is linked to the Equipment


record is set to the Modified state. All RBI Criticality
Analysis records that are associated with the Equipment
record are set to the Accepted by ASM state.

If ASM integration is enabled, the strategy indicator appears above the RBI Explorer
pane on the RBI Asset View page. If ASM integration is not enabled, the strategy
indicator does not appear.

For example, in the following image, you can see that the strategy indicator is Analysis
Completed. A red outline has been added to the image to highlight the strategy indicator.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Strategy Indicator Life Cycle


The following image illustrates the actions that cause the strategy indicator to be updated.
In the image, each circle represents a step. Note that each step is assumed to be in context
of a single piece of equipment. When a step results in a change to the strategy indicator,
the strategy indicator is included inside the circle and colored red.
For example, you can see in the first circle on the top left that when you create Criticality
Calculator RBI Components records and link them to an Equipment record, the strategy
indicator is set to NONE.
In the image, you will see two gray circles. These circles indicate optional steps that you
might perform after you have completed the primary workflow that is illustrated by the
blue circles.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About State Configurations in RBI


In RBI, State Configuration is used with the following records:

RBI Criticality Analysis records


RBI Recommendation records

Asset Group records and their related Grouping Element records (i.e., Inspection
Groups)

Note that the states and operations that exist in the baseline State Configuration for the
RBI Recommendation family are documented in the Recommendation Management
documentation. Specific instructions for using the Recommendation Tasks menu to
transition the state of an RBI Recommendation record are included in the
Recommendation Management documentation.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI Criticality Analysis States


and Operations
The following diagram shows the states and operations that exist in the baseline State
Configuration for the RBI Criticality Analysis family.
Note: The states and operations described here apply only to RBI Criticality Analysis
records in main RBI Analyses and Future Risk Analyses. They do not apply to RBI
Criticality Analysis records in What If Analysis. The root RBI Criticality Analysis record
in a What If Analysis can have only one state: Reserved for What If.
Notice that a pink background surrounds several states in the diagram. When an RBI
Criticality Analysis record is set to any of these states, the analysis to which it belongs is
active. It is important to remember what qualifies as an active analysis because you can
filter the RBI Explorer pane on the RBI Asset View page to show only active analyses.
When you do so, you will need to understand which analyses were removed and why.
Additionally, in the diagram, you can see blue lines and black lines.

Blue lines represent operations that are performed automatically by Meridium


APM when another RBI Criticality Analysis record that is linked to the same
Criticality Calculator RBI Components record is set to Risk Completed.

Black lines represent operations that you can perform manually.

Note: While the following image includes the Reject operation and the Rejected state,
this state and operation are not valid in the RBI workflow and are, therefore, colored gray
in the image. While they exist in the baseline State Configuration, if you try to reject an
RBI Criticality Analysis record, an error message will appear, indicating that this
operation is not valid.

Note: The Promote to ASM operation is used only when ASM integration is enabled.

Initial State

The Created state is the initial state of all new RBI Criticality Analysis records.

Datasheet Configuration
By default, states and operations will appear on the datasheet when you are viewing an
RBI Criticality Analysis record in RBI, the Record Manager, or the Bulk Data Form.

Reserved States and Operations


The following table lists the baseline states and operations and indicates which of these
states and operations are reserved. You cannot remove or modify reserved states or
operation. You can, however, add your own states and operations to the State
Configuration.

States
State

Is Reserved?

Approved

Yes

Accepted by ASM

Yes

Archived

Yes

Created

No

Implemented

Yes

Pending Approval

Yes

Re-Evaluating

Yes

Rejected

No

Reserved for What If

Yes

Risk Completed

Yes

Operations
Operation

Is Reserved?

Archive (all Archive


operations)

Yes

Implement

No

Finalize Risk

No

To What If

Yes

Reevaluate

No

Approve

No

Reject

No

Reimplement

No

Promote to ASM

Yes

Submit for Approval

No

State Configuration Roles


By default, no State Configuration Roles are assigned to any state in the RBI Criticality
Analysis State Configuration. If desired, you can assign State Configuration Roles to any
state. In addition, for each state, the Require a specific user to be assigned to a state
check box is selected.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Analysis Restrictions Based on State


The state of an RBI Criticality Analysis record determines the actions that you can
perform on the analysis, as outlined in the following table. Note that where an action is
restricted, the cell is shaded to help you interpret the table more easily.

Analysis
State

Calculation Analysis Analysis RBI


What If
Is
Can Be Fields Can Degradation and

RBI
Recommendations

Future
Mechanisms
Risk
Be
Can Be
Allowed? Deleted?
Analyses Can Be Created?
Modified? Added or
Can Be
Deleted?
Created?
Created

Yes

Yes

Yes

Yes

Yes

No

Risk
Completed

No

No

No

No

No

Yes

Pending
Approval

No

No

No

No

No

No

Approved

No

No

No

No

No

No

Implemented

No

No

No

No

No

No

Archived

No

No

No

No

No

No

Rejected

No

No

No

No

No

No

ReEvaluating

No

No

No

No

No

No

Accepted by
ASM

No

No

No

No

No

No

Reserved for
Yes
What If

Yes

Yes

Yes

No

No

Note the following exceptions about the information contained in this table:

If an RBI Criticality Analysis record is set to Risk Completed, the value in the
Mitigated Risk field in the RBI Degradation Mechanisms records to which it is
linked can be modified.
The Accepted by ASM state applies only when ASM integration is enabled. If
ASM integration is disabled, an RBI Criticality Analysis record will never be set
to this state.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Active Analyses


An active analysis is an RBI Analysis whose RBI Criticality Analysis record is set to any
of the following states:

Risk Completed
Pending Approval

Approved

Implemented

Re-Evaluating

Accepted by ASM

Note: The Accepted by ASM state applies only if ASM integration is enabled. If ASM
integration is disabled, an RBI Criticality Analysis record will never be set to this state.
An RBI Analysis whose RBI Criticality Analysis record is set to any other state is
considered to be an inactive analysis. Main RBI Analyses and Future Risk Analyses can
be either active or inactive. What If Analyses will always be inactive because their RBI
Criticality Calculator record is always set to Reserved for What If.
In RBI, only ONE active analysis can exist for a given Criticality Calculator RBI
Components record. There is no limit to the number of inactive analyses that can exist for
a given Criticality Calculator RBI Components record. If a Criticality Calculator RBI
Components record is linked to an RBI Criticality Analysis record that is set to any of the
states listed above, when you set another RBI Criticality Analysis record that is linked to
the same Criticality Calculator RBI Components record to Risk Completed, the new RBI
Criticality Analysis record will become part of the active analysis. The previous RBI
Criticality Analysis record will be set to Archived automatically, and its analysis will no
longer be active.
On the RBI Asset View page, you can choose to view all analyses or only the active
analysis for each Criticality Calculator RBI Components record that is displayed in the
RBI Explorer pane. Note that active analyses and inactive analyses are conceptual ideas.
If you are viewing a combination of active and inactive analyses at the same time, unless
you evaluate the state of the RBI Criticality Analysis records themselves, you cannot
determine from the user interface which analyses are active and which analyses are
inactive. The RBI Asset View page does, however, provide a mechanism for filtering out
nodes representing RBI Criticality Analysis records whose states cause them to be belong
to an inactive analysis.

Hint: Because What If Analyses are always inactive, when you choose to display only
active analyses on the RBI Asset View page, all What If Analyses will be removed from
the RBI Explorer pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group States and Operations


State Configuration is used to transition Asset Group records and their related Grouping
Element records (i.e., Inspection Groups) through the following states:

Proposed: The state to which new Inspection Groups are set by default. When an
Inspection Group is in the Proposed state, you can modify the components of the
Inspection Group.
Implemented: Indicates that RBI Recommendation records have been created for
the Equipment records that are associated with the Inspection Group. Changes
cannot be made to an Inspection Group that is in the Implemented state.

Not Implemented: Indicates that RBI Recommendation records will not be created
for the Equipment records that are associated with the Inspection Group. Changes
cannot be made to an Inspection Group that is in the Not Implemented state.

Archived: The state to which existing Inspection Groups are set by default when
an Inspection Group with the same Unit, Equipment Type, Corrosion Type, and
Risk Category is set to the Implemented or Not Implemented state.

The following diagram illustrates these concepts. Note the following details about this
diagram:

Blue boxes represent the baseline states mentioned above.


Black arrows and text represent operations that you can perform manually.

Blue arrows and text represent operations that are performed automatically by
Meridium APM when another Inspection Group with the same attributes (i.e.,
Unit, Equipment Type, Corrosion Type, and Risk Category) is set to the
Implemented or Not Implemented state.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing Risk Based Inspection


To access Risk Based Inspection:

On the Meridium APM Framework main menu, click Go To, point to Mechanical
Integrity, and then click Risk Based Inspection.

The RBI Start Page appears.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the RBI Start Page


The RBI Start Page serves as the starting point for the tasks that you can perform in
Meridium APM Risk Based Inspection. You can access each task via a link on the RBI
Start Page. Note that the links on this page do not suggest a recommended workflow but
allow you to access certain features that you will need to use as part of conducting an
RBI Analysis.

The following links are available on the RBI Start Page:

Manage RBI Systems by Unit: Displays the RBI System List page, where you can
open an existing RBI System record that is linked to a specific Functional
Location record or create a new RBI System record that is linked to a specific
Functional Location record.
Manage RBI Components by Asset: Displays the RBI Component List page, where
you can open an existing Criticality Calculator RBI Components record that is
linked to a specific Equipment record or create a new Criticality Calculator RBI
Components record that is linked to a specific Equipment record.
Manage RBI Recommendations: Displays the Manage Recommendations page,
where you can view Equipment records that are linked to RBI Recommendation
records.

Manage Potential Degradation Mechanisms: Displays the Search page, where


you can perform a Simple search to find Potential Degradation Mechanisms
records.

Note: This link is enabled only if you are a member of the MI RBI Analyst or MI RBI
Administrator Security Group.

Manage Inspection Strategies: Displays the Search page, where you can perform
a Simple search to find Inspection Strategy records.

Note: This link is enabled only if you are a member of the MI RBI Analyst or MI RBI
Administrator Security Group.

Manage Data Mappings: Displays the Search page, where you can perform a
Simple search to find records in any of the following families: Data Mapping
Column-Field Pair, Data Mapping Group, and Data Mapping Query.

Note: This link is enabled only if you are a member of the MI RBI Analyst or MI RBI
Administrator Security Group.

Export and Import RBI Data: Displays the RBI Export and Import page, where
you can select Equipment records for which to export RBI data to a Microsoft
Excel file. After you have made updates in the Microsoft Excel file, you can use
this page to perform the import procedure to create new records and/or update
existing records.
Manage Inspection Groups: Displays the Find Inspection Groups page, which
you can use to create and manage Inspection Groups.
Administrative Settings: Displays the Administrative Tasks page, where you can
specify:

Which workflow you will use when using RBI.

Which steps in that workflow will be available to you.

Whether or not half-life will be considered when determining an interval


for certain Inspection Tasks.

The Inspection Priority Ranges that will be used when you create
Inspection Groups.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

First-Time Deployment Workflow


Deploying and configuring RBI for the first time includes completing multiple steps,
which are outlined in the table in this topic. The steps in this section of the documentation
provide all the information that you need to deploy and configure RBI on top of the basic
Meridium APM system architecture.
Whether a step is required or optional is indicated in the Required/Optional cell. Steps are
marked as Required if you must perform the step to take advantage of RBI functionality.
The person responsible for completing each task may vary within your organization. We
recommend, however, that the steps be performed in relatively the same order in which
they are listed in the table.
Step Task

Required/Optional Notes

Review the RBI data model to determine which


relationship definitions you will need to modify
to include your custom equipment and location
Optional
families. Modify any relationship definitions as
needed via the Configuration Manager
application.

This task is necessary only if


you store equipment and
location information in
families other than the
baseline Equipment and
Functional Location families.

Assign Security Users to one or more of the


RBI Security Groups via the Configuration
Required
Manager application.
Add the following types of RBI users to at least
one TM Security Group:

Users will need permissions


to the RBI families in order to
use the RBI functionality.

Users who are responsible for


completing the steps necessary to use
TM Analysis values to calculate RBI
corrosion rates.
Optional
Users who should be able to navigate to
TM via RBI.

This step is necessary only if


you are using the integration
between the RBI and TM
modules.

You can accomplish this task using the


Configuration Manager application.
4

Limit the Potential Degradation Mechanisms


records that can be linked to Criticality
Calculator RBI Components records. You can
accomplish this task using the Configuration
Manager application.

Optional

This task is necessary only if


you want to limit the list of
Potential Degradation
Mechanisms records that are
displayed in the search results

on the Link Existing Potential


Degradation Mechanisms to
<Criticality Calculator RBI
Components Record ID>
window.

If you plan to create your own Potential


Degradation Mechanisms records, modify the
MI_DEGRADATION_MECHANISM_TYPES
System Code Table by adding the desired
System Code values.
Optional

None

You can accomplish this task using the


Configuration Manager application.

Modify the Recommendation Creation Enabled


setting on the Administrative Tasks page via the Optional
Meridium APM Framework application.

This setting is enabled by


default. This task is necessary
only if you want to disable
this setting because you use
the Asset Strategy
Management (ASM) module
to recommend actions and
manage mitigated risk.

Modify the Enable Recommendations to be


Generated at Created State setting on the
Administrative Tasks page via the Meridium
APM Framework application.

Optional

This setting is disabled by


default. This task is necessary
only if you want to create RBI
Recommendation records
while RBI Criticality Analysis
records are in the Created
state.

Modify the Risk Assessment Enabled setting on


the Administrative Tasks page via the Meridium Optional
APM Framework application.

This setting is disabled by


default. This task is necessary
only if you want to enable this
setting because you use a
custom calculator.

Modify the Allow Override of Calculated


Unmitigated Risk Values setting on the
Administrative Tasks page via the Meridium
APM Framework application.

This setting is disabled by


default. This task is necessary
only if you want to want to
enable this setting because
you use a custom calculator.

Optional

Modify the ASM Integration Enabled setting on


the Administrative Tasks page via the Meridium Optional
APM Framework application.

If the Asset Strategy


Management license is active,
this setting is enabled by
default. This task is necessary
only if you want to disable
this setting because you do
not want to transfer RBI
Analyses to ASM. The
Meridium APM RBI Best
Practice assumes that this
setting is disabled, and that
you do not transfer RBI
Analyses to ASM.

11

Modify the Consider Half-Life when


Determining Inspection Task Interval setting on
Optional
the Administrative Tasks page via the Meridium
APM Framework application.

This setting is disabled by


default. If you are following
the Meridium APM RBI Best
Practice, you should enable
this setting so that additional
values will be considered
when determining the Desired
Interval value in certain
Inspection Task records.

12

Select the Is a Unit? check box in Functional


Location records that represent units in your
Required
facility. You can accomplish this task using the
Meridium APM Framework application.

This field is used throughout


RBI to distinguish these
Functional Location records
from those that represent
other levels in the location
hierarchy.

13

Using the Belongs to a Unit relationship, link


Equipment records to Functional Location
records representing units to which that
equipment belongs (i.e., the field Is a Unit?
Required
contains the value True.) You can accomplish
this task using the Meridium APM Framework
application.

None

14

Configure the Meridium APM system to


generate RBI Recommendation records
automatically. You can accomplish this task
using the Meridium APM Framework
application.

You can complete this task


only if certain conditions
exist.

10

Optional

15

16

Modify the Generate Recommendations using


Policy Manager setting on the Administrative
Optional
Tasks page via the Meridium APM Framework
application.

This setting is disabled by


default. If you have
configured the Meridium
APM system to generate RBI
Recommendation records
automatically, you should
enable this setting.

Create Potential Degradation Mechanisms


records via the Meridium APM Framework
application.

Optional

This task is necessary only if


you want to use additional
Potential Degradation
Mechanism records that are
not provided in the baseline
Meridium APM database.

Optional

This task is necessary only if


you want the Probability
Category field in certain
Criticality Degradation Mech
Evaluation records to be
populated automatically based
upon this ranking.

Optional

You can create your own PV


Stress records if you do not
import the PV Stress records
that Meridium, Inc. provides.

17

Assign a ranking to all Qualitative Potential


Degradation Mechanisms records via the
Meridium APM Framework application.

18

Import PV Stress records using the


Configuration Manager application.

19

Import Tank Stress records using the


Configuration Manager application.

20

Import Policy records using the Configuration


Optional
Manager application.

Optional

You can create your own Tank


Stress records if you do not
import the Tank Stress records
that Meridium, Inc. provides.
This task is necessary only if
you follow the Meridium
APM RBI Best Practice and
the following settings are
enabled:

Recommendation
Creation Enabled

Generate
Recommendations
using Policy
Manager

Define the ranges for Inspection Priorities that


will be used for Inspection Groups using the
Optional
Meridium APM Framework application.

21

This task is necessary only if


you use Inspection Group
functionality and you want to
modify the ranges that are
defined by default.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Upgrade Workflow
You can upgrade to V3.6.0.0.0 using the instructions that are provided in this section of
the documentation. To access these instructions, click the starting version from which you
are upgrading:

V3.5.1
V3.5.0 SP1 LP

V3.5.0

V3.4.5

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Upgrading RBI from V3.5.1 to


V3.6.0.0.0
The following table lists the steps that are required to upgrade and configure RBI for
V3.6.0.0.0. These steps assume that you have completed the steps for upgrading the basic
Meridium APM system architecture.

Step Task
Requi
Import Policy records that Meridium, Inc. modified in order to fix issues in the associated policy
diagrams. This includes the following Policy records:
1
Requi

Appendix_B

Appendix_D

Appendix_E

Appendix_F

Appendix_G

Appendix_H

Appendix_I

PRD_Strategies
Import the Inspection Strategy records that Meridium, Inc. modified in order to fix issues in
existing Inspection Strategy records. To do so:

1. Using the Import/Export Metadata window, navigate to the following location on the
Meridium APM Application Server machine:
C:\Meridium\DbUpg\MI_DB_Master_3600000\3600000\20_IEU\50_Other\2_RecordsLi
Requi
nks.
2. Import the file MI_INSP_STRAT.xml from this location.
The file is imported, and the associated Inspection Strategy records are created, replacing
the previous ones.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Upgrading RBI from V3.5.0 SP1 LP to


V3.6.0.0.0
The following table lists the steps that are required to upgrade and configure RBI for
V3.6.0.0.0. These steps assume that you have completed the steps for upgrading the basic
Meridium APM system architecture.

Step Task
Requi
Import Policy records that Meridium, Inc. modified in order to fix issues in the associated policy
diagrams. This includes the following Policy records:
1
Requi

Appendix_B
Appendix_D

Appendix_E

Appendix_F

Appendix_G

Appendix_H

Appendix_I

PRD_Strategies
Import the Inspection Strategy records that Meridium, Inc. modified in order to fix issues in
existing Inspection Strategy records. To do so:

1. Using the Import/Export Metadata window, navigate to the following location on the
Meridium APM Application Server machine:
C:\Meridium\DbUpg\MI_DB_Master_3600000\3600000\20_IEU\50_Other\2_RecordsLi
Requi
nks.
2. Import the file MI_INSP_STRAT.xml from this location.
The file is imported, and the associated Inspection Strategy records are created, replacing
the previous ones.
Import Policy records that are new to V3.5.1. The XML files that you will need to import are:

Int Corrosion Insp Grouping Policy.xml

CUI Insp Grouping Policy.xml

Option

In Functional Location records that represent units in your facility, select the Is a Unit? check
box.

Using the Belongs to a Unit relationship, link Equipment records to Functional Location records
representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value
Requi
True.) You can accomplish this task using the Meridium APM Framework application.

Modify the Enable Recommendations to be Generated at Created State setting on the


Administrative Tasks page via the Meridium APM Framework application.

Requi

Option

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Upgrading RBI from V3.5.0 to


V3.6.0.0.0
The following table lists the steps that are required to upgrade and configure RBI for
V3.6.0.0.0. These steps assume that you have completed the steps for upgrading the basic
Meridium APM system architecture.

Step Task
Requi
Import Policy records that Meridium, Inc. modified in order to fix issues in the associated policy
diagrams. This includes the following Policy records:

Appendix_B
Appendix_D

Appendix_E

Appendix_F

Appendix_G

Appendix_H

Appendix_I

PRD_Strategies

Requi

Import the Inspection Strategy records that Meridium, Inc. modified in order to fix issues in
existing Inspection Strategy records. To do so:

1. Using the Import/Export Metadata window, navigate to the following location on the
Meridium APM Application Server machine:
C:\Meridium\DbUpg\MI_DB_Master_3600000\3600000\20_IEU\50_Other\2_RecordsLi
Requi
nks.
2. Import the file MI_INSP_STRAT.xml from this location.
The file is imported, and the associated Inspection Strategy records are created, replacing
the previous ones.
Import Policy records that were new to V3.5.1. The XML files that you will need to import are:

Int Corrosion Insp Grouping Policy.xml

CUI Insp Grouping Policy.xml

Option

In Functional Location records that represent units in your facility, select the Is a Unit? check
box.

Using the Belongs to a Unit relationship, link Equipment records to Functional Location records
representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value
Requi
True.) You can accomplish this task using the Meridium APM Framework application.

Modify the Enable Recommendations to be Generated at Created State setting on the


Administrative Tasks page via the Meridium APM Framework application.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Requi

Option

Upgrading RBI From V3.4.5 to


V3.6.0.0.0
The following table lists the steps that are required to upgrade and configure RBI for
V3.6.0.0.0. These steps assume that you have completed the steps for upgrading the basic
Meridium APM system architecture.

Step Task
Requi
Import Policy records that Meridium, Inc. modified in order to fix issues in the associated policy
diagrams. This includes the following Policy records:

Appendix_B
Appendix_D

Appendix_E

Appendix_F

Appendix_G

Appendix_H

Appendix_I

Requi

PRD_Strategies
Import the Inspection Strategy records that Meridium, Inc. modified in order to fix issues in
existing Inspection Strategy records. To do so:

1. Using the Import/Export Metadata window, navigate to the following location on the
Meridium APM Application Server machine:
C:\Meridium\DbUpg\MI_DB_Master_3600000\3600000\20_IEU\50_Other\2_RecordsLi
Requi
nks.
2. Import the file MI_INSP_STRAT.xml from this location.
The file is imported, and the associated Inspection Strategy records are created, replacing
the previous ones.

Import Policy records that will be used to generate RBI Recommendation records automatically. Option

If you plan to generate RBI Recommendation records using Inspection Strategy records and you Option
have previously created Task Types records with the reference value Inspection, in those records,
change the value in the Reference field to Inspection_Strategy.

In Functional Location records that represent units in your facility, select the Is a Unit? check
box.

Using the Belongs to a Unit relationship, link Equipment records to Functional Location records
representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value
Requi
True.) You can accomplish this task using the Meridium APM Framework application.

Modify the Enable Recommendations to be Generated at Created State setting on the


Administrative Tasks page via the Meridium APM Framework application.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Requi

Option

Applying V3.6.0.2.0
The following table lists the step that is required to configure RBI for V3.6.0.2.0. This
step assumes that you have completed the steps for upgrading the components in the
basic Meridium APM system architecture.
Step Task
Import Policy records that
Meridium, Inc. modified in this
release:

Required/Optional Notes

Appendix_B
Appendix_D

Appendix_E

Appendix_F

Appendix_G

Appendix_H

Appendix_I

PRD_Strategies

Required

This step is required only if


you use Policy records to
generate RBI
Recommendation records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Security Groups


The following Security Groups are provided for use with RBI:

MI RBI Administrator
MI RBI Analyst

These groups are intended to support the two main types of users who will use RBI. Each
of these groups has privileges assigned to it by default. Along with family-level privileges

that are associated with each Security Group, members of these Security Groups can see
the following links on the RBI Start Page in the Meridium APM Framework application:

Manage Potential Degradation Mechanisms


Manage Strategy Logic Cases

Manage Field Mappings

The baseline family-level privileges are summarized in the following table.

Family

MI RBI Administrator

MI RBI Analyst

Entity Families
Asset Group

View, Update, Insert, Delete View, Update, Insert, Delete

Consequence Evaluation
Factors

View, Update, Insert, Delete View, Update, Insert, Delete

Corrosion

None

View

Corrosion Analysis Settings

None

View

Criticality Consequence
Evaluation

View, Update, Insert, Delete View, Update, Insert, Delete

Criticality Other Damage


Mech. Eval.

View, Update, Insert, Delete View, Update, Insert, Delete

Criticality Env. Crack. Deg.


Mech. Eval.

View, Update, Insert, Delete View, Update, Insert, Delete

Criticality Ext. Corr. Deg.


Mech. Eval.

View, Update, Insert, Delete View, Update, Insert, Delete

Criticality Int. Corr. Deg.


Mech. Eval.

View, Update, Insert, Delete View, Update, Insert, Delete

Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Cylindrical Shell
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Exchanger Bundle

Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Exchanger Header
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Exchanger Tube
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Piping
Criticality RBI Component View, Update, Insert, Delete View, Update, Insert, Delete
Tank Bottom
Data Mapping Column-Field
View, Update, Insert, Delete View
Pair
Data Mapping Group

View, Update, Insert, Delete View

Data Mapping Query

View, Update, Insert, Delete View

Degradation Mechanisms
Evaluation Factors

View, Update, Insert, Delete View, Update, Insert, Delete

Equipment

View, Update, Insert, Delete View, Update, Insert, Delete

Functional Location

View, Update, Insert, Delete View, Update, Insert, Delete

Grouping Element

View, Update, Insert, Delete View, Update, Insert, Delete

Inspection Task

View, Update, Insert, Delete View, Update, Insert, Delete

Meridium General
Recommendation

View

Meridium Reference Tables

View, Update, Insert, Delete View

Policy

View

Potential Degradation
Mechanisms

View, Update, Insert, Delete View

RBI Criticality Analysis

View, Update, Insert, Delete View, Update, Insert, Delete

RBI Degradation

View, Update, Insert, Delete View, Update, Insert, Delete

View, Update, Insert, Delete

View

Mechanisms
RBI Recommendation

View, Update, Insert, Delete View, Update, Insert, Delete

RBI Strategy Mapping


Configuration

View, Update, Insert, Delete View, Update, Insert, Delete

RBI Strategy Mapping


Details

View, Update, Insert, Delete View, Update, Insert, Delete

RBI System

View, Update, Insert, Delete View, Update, Insert, Delete

Reference Document

View, Update, Insert, Delete View, Update, Insert, Delete

Risk Assessment

View, Update, Insert, Delete View, Update, Insert, Delete

Risk Rank

View, Update, Insert, Delete View, Update, Insert, Delete

Risk Translation

View, Update, Insert, Delete View, Update, Insert, Delete

SAP System

View

Strategy Logic Case

View, Update, Insert, Delete View

Strategy Reference Table

View, Update, Insert, Delete View, Update, Insert, Delete

Task Type

View, Update, Insert, Delete View, Update, Insert, Delete

Time Based Inspection


Interval

View, Update, Insert, Delete View, Update, Insert, Delete

Time Based Inspection


Setting

View, Update, Insert, Delete View, Update, Insert, Delete

View

Relationship Families
Belongs to a Unit

View, Update, Insert, Delete View, Update, Insert, Delete

Data Mapping has ColumnField Pair

View, Update, Insert, Delete View

Data Mapping has Query

View, Update, Insert, Delete View

Data Mapping has Subgroup View, Update, Insert, Delete View


Has Asset Group

View, Update, Insert, Delete View, Update, Insert, Delete

Has Child RBI Criticality


Analysis

View, Update, Insert, Delete View, Update, Insert, Delete

Has Consequence Evaluation View, Update, Insert, Delete View, Update, Insert, Delete
Has Consolidated
Recommendations

None

View, Update, Insert, Delete

Has Corrosion Analyses

View

View

Has Corrosion Analysis


Settings

None

View

Has Datapoints

None

View

Has Degradation Mechanisms View, Update, Insert, Delete View, Update, Insert, Delete
Has Inspections

None

View, Update, Insert, Delete

Has Inspection Scope

View

View

Has Potential Degradation


Mechanisms

View, Update, Insert, Delete View, Update, Insert, Delete

Has RBI Components

View, Update, Insert, Delete View, Update, Insert, Delete

Has RBI Criticality Analysis View, Update, Insert, Delete View, Update, Insert, Delete
Has RBI Degradation
Mechanism Evaluation

View, Update, Insert, Delete View, Update, Insert, Delete

Has RBI Strategy Mapping


Configuration

View, Update, Insert, Delete View, Update, Insert, Delete

Has RBI Systems

View, Update, Insert, Delete View, Update, Insert, Delete

Has Recommendations

View, Update, Insert, Delete View, Update, Insert, Delete

Has Reference Documents

View, Update, Insert, Delete View, Update, Insert, Delete

Has Reference Values

None

View

Has SAP System

View

View

Has Superseded
Recommendations

None

View, Update, Insert, Delete

Has Task Revision

None

View, Update, Insert, Delete

Has Tasks

View, Update, Insert, Delete View, Update, Insert, Delete

Has Time Based Inspection


Interval

View, Update, Insert, Delete View, Update, Insert, Delete

Has Unmitigated Risk

View, Update, Insert, Delete View, Update, Insert, Delete

Is Based on RBI Degradation


View, Update, Insert, Delete View, Update, Insert, Delete
Mechanisms
Is Mitigated

View, Update, Insert, Delete View, Update, Insert, Delete

Is Part of Group

View, Update, Insert, Delete View, Update, Insert, Delete

Mapped to RBI Component

View, Update, Insert, Delete View, Update, Insert, Delete

Represents Inspections

View, Update, Insert, Delete View, Update, Insert, Delete

Note the following details about certain security privileges listed in this table:

Privileges to the following entity and relationship families support the Inspection
Grouping feature by which you can create and manage Inspection Groups for
equipment in your facility:
o Policy
o

SAP System

Has SAP System

These families are not used elsewhere in the RBI module.

Privileges to the following entity and relationship families support integration


with the Inspection Management module:
o Has Inspection Scope

Has Time Based Inspection Interval

Time Based Inspection Interval

Time Based Inspection Setting

Specifically, certain features of the Time-Based Inspection Settings functionality, which


you can use if the Inspection Management license is active, are facilitated by these
privileges.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Limiting Potential Degradation


Mechanisms that Can Be Linked to
RBI Components
When you link Potential Degradation Mechanisms records to Criticality Calculator RBI
Components records, the Link Existing Potential Degradation Mechanisms to
<Criticality Calculator RBI Components Record ID> window appears, where you can
select the desired Potential Degradation Mechanisms records. You can limit the records
that are displayed on this window based on the value in the Component Type field in the
Criticality Calculator RBI Components record.
To do so, you will need to complete the following manual steps:
1. In the Configuration Manager, create System Codes within the baseline
MI_PDM_FILTER System Code Table. The IDs of these System Codes much
match the values that will be stored in the Component Type field in any Criticality
Calculator RBI Components record that you want to link to a Potential
Degradation Mechanisms record.
2. In the Configuration Manager, add references to the System Codes that you
created in step 2. The references must come from the baseline
MI_DEGRADATION_MECHANISM_TYPES System Code Table. For each
System Code in the MI_PDM_FILTER System Code Table, you should add only
the references that represent the Potential Degradation Mechanisms records that
you want to be able to link to Criticality Calculator RBI Components records with
the ID of that System Code.
For example, suppose you want to link Criticality Calculator RBI Components records
with the Component Type Heat Exchanger-Shell to Potential Degradation Mechanisms

records. Suppose that you want to limit the Potential Degradation Mechanisms records to
only those records with the following values in the Degradation Mechanism Description
field: Carbonate Cracking, Brittle Fracture, or Amine Cracking (ASCC).
To accomplish this, you would need to complete the following tasks:

Add a System Code with the ID Heat Exchanger-Shell to the MI_PDM_FILTER


System Code Table.

-and

Add the following references to the System Code Heat Exchanger-Shell:

Carbonate Cracking

Brittle Fracture

Amine Cracking (ASCC)

The configuration would look like this:

If you were to configure the references this way, when users chose to link a Potential
Degradation Mechanisms record to a Criticality Calculator RBI Components record with
the value Heat Exchanger-Shell in the Component Type field, the window shown in the
following image would appear.

In the Search Conditions text box, you can see that the values are limited to only those
that are associated with the selected references: Amine Cracking, Brittle Fracture, and
Carbonate Cracking.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Importing Records Used in RBI


Certain functionality in the RBI module requires values to be stored in records in the
following families:

Policy
PV Stress

Tank Stress

Although baseline records are not provided in these families, you can create them
manually by importing them from the Meridium APM Application Server using the
Import/Export Metadata Tool.
Note: The records are deployed to the Meridium APM Application Server during the
Application Server installation process.
The records are provided in a set of XML files, some of which have corresponding
folders, that are stored in the subfolders listed in the following table, which are stored in
the following location that is available on the Meridium APM Application Server
machine: C:\Meridium\DbUpg\Versions\<database version>\_IEU_ManualImports,
where <database version> is the database version that is currently installed.

Records

_IEU_ManualImports
subfolder

XML files

Corresponding folders

Appendix_B.xml
Appendix_B Files
Appendix_D.xml
Appendix_D Files
Appendix_E.xml
Appendix_E Files
Appendix_F.xml
Appendix_F Files
Appendix_G.xml
Appendix_G Files
Appendix_H.xml
Policy

Policy Records

Appendix_H Files
Appendix_I.xml
Appendix_I Files
CUI Insp Grouping
Policy.xml
Int Corrosion Insp
Grouping Policy.xml

CUI Insp Grouping


Policy Files
Int Corrosion Insp
Grouping Policy Files

PRD_Strategies.xml
PRD_Strategies Files
PV Stress Stress Records

1_1998 ASME Stress


Data.xml
2_2010 ASM 100-500
Stress Data.xml
3_2010 ASM 550-1000

N/A

Stress Data.xml
4_2010 ASME 1050-1800
Stress Data.xml

Tank
Stress

Stress Records

2008 API 650 Tank Stress


Data.xml

N/A

You are not required to import any of the Policy, PV Stress, or Tank Stress records that
Meridium, Inc. provides. If you are upgrading from a previous version of Meridium APM
in which you created any of these records manually, you might choose not to import the
records that are distributed by Meridium, Inc. so that you can maintain your existing
records and their values.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Importing PV Stress Records


The RBI module uses values in PV Stress records when you create RBI Criticality
Analysis records and calculate RBI Analyses. If you choose to import the PV Stress
records that are provided by Meridium, Inc. and your database already contains PV Stress
records, the import procedure will update existing records if they contain the same values
as the Meridium APM records in the following fields:

Design Code
Code Year

Material Specification

Material Grade

Metal Temperature

For example, suppose that your database contains a PV Stress record with the following
field values:

Design Code: Section VIII Div 1


Code Year: 1998

Material Specification: SA/CSA-G40

Material Grade: 38W

Metal Temperature: -20

Minimum Tensile Strength: 40

One of the XML files contains a PV Stress record with the following field values, where
the values in blue match those in your existing record:

Design Code: Section VIII Div 1


Code Year: 1998

Material Specification: SA/CSA-G40

Material Grade: 38W

Metal Temperature: -20

Minimum Tensile Strength: 45

In this case, although the value in the Minimum Tensile Strength field in your PV Stress
record does not match the value in the Meridium APM PV Stress record, this record
would be updated during the import procedure. So, after the import procedure is
complete, the updated PV Stress record would contain the value 45 instead of 40 in the
Minimum Tensile Strength field.
If any of your existing PV Stress records are updated during the import procedure,
existing RBI Criticality Analysis records will not be updated. If needed, you can update
them manually.
If you have existing PV Stress records, the decision to import the Meridium APM PV
Stress records should be made only after you have carefully evaluated your existing
records. The Meridium APM documentation does not provide a list of the values that will
exist in the PV Stress records that will be imported. You may need to work with your
Meridium, Inc. representative to make an informed decision.
Note: The values in the Meridium APM PV Stress records adhere to the American
Petroleum Institute API-650 (storage tanks), ASME Section II Part D tables 1A and 1B
(pressure vessels), and the ASME B31.3 (piping circuits) specifications.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Importing Tank Stress Records


The RBI module uses values in Tank Stress records when you create RBI Criticality
Analysis records and calculate RBI Analyses. If you choose to import the Tank Stress
records that are provided by Meridium, Inc. and your database already contains Tank
Stress records, the import procedure will update existing records if they contain the same
values as the Meridium APM records in the following fields:

Material Specification
Design Code

Code Year

Allowable Stress

Minimum Tensile Strength

Minimum Yield Strength

For example, suppose that your database contains a Tank Stress record with the following
field values:

Material Grade: C
Material Specification: A10

Design Code: API 650

Code Year: 2008

Allowable Stress: 23600

Minimum Tensile Strength: 55000

Minimum Yield Strength: 30000

The XML file contains a Tank Stress record with the following field values, where the
values in blue match those in your existing record:

Material Grade: None. This value is not populated in the imported Tank Stress
records.
Material Specification: A10

Design Code: API 650

Code Year: 2008

Allowable Stress: 23600

Minimum Tensile Strength: 55000

Minimum Yield Strength: 30000

In this case, although the value in the Material Grade field in your Tank Stress record is
different than the value in the Meridium APM PV Stress record (which is null), this
record would be updated during the import procedure. So, after the import procedure is
complete, the updated Tank Stress record would not contain a value in the Material Grade
field.
If any of your existing Tank Stress records are updated during the import procedure,
existing RBI Criticality Analysis records will not be updated. If needed, you can update
them manually.
If you have existing Tank Stress records, the decision to import the Meridium APM Tank
Stress records should be made only after you have carefully evaluated your existing
records. The Meridium APM documentation does not provide a list of the values that will
exist in the Tank Stress records that will be imported. You may need to work with your
Meridium, Inc. representative to make an informed decision.
Note: The values in the Meridium APM Tank Stress records adhere to the American
Petroleum Institute API-650 (storage tanks) specifications.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Importing Policy Records


If you specify that RBI Recommendation records should be generated automatically, you
must import the Policy records that Meridium, Inc. provides. Policy records are used to
determine the Inspection Strategy records whose values will be used to populate values in
RBI Recommendation records that are generated automatically.
The Meridium APM RBI best practice assumes that you will generate RBI
Recommendation records automatically and import the Policy records that Meridium,
Inc. provides.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Viewing Imported Policy Records


After you have imported the Policy records that Meridium, Inc. provides, if the Policy
Manager license is:

Active, you can view and modify the Policy records using the Policy Manager
module.

Not active, you can view the imported Policy records using a read-only format of
the Policy Manager module.

The Meridium APM RBI Best Practice assumes that you will not modify the Policy
records that Meridium, Inc. provides. The following instructions provide details on
viewing the imported Policy records when the Policy Manager license is not active.
To view the imported Policy records:
1. Perform a search for the Policy record that you want to view, and open the Policy
record.
The Policy record is displayed in Record Manager.
In the following image, the Policy record Appendix_B is displayed in Record Manager.

2. Click the hyperlink that appears above the Policy datasheet.


The Policy record is displayed in a read-only format on the Policy page.

You can view the details of the Policy record via the Policy page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Performing the Import Procedure

The following instructions explain how to import Policy, PV Stress, or Tank Stress
records that are used in RBI. These instructions assume that you have already installed
the Meridium APM Application Server software.
To import records that are used in RBI:
1. Using the Import/Export Metadata window, navigate to the following location on
the Meridium APM Application Server machine:
C:\Meridium\DbUpg\Versions\<database version>\_IEU_ManualImports, where
<database version> is the database version that is currently installed.
Within the _IEU_ManualImports folder, you will see the following subfolders that
identify the types of records that they contain:

Policy Records: Contains Policy records.

Stress Records: Contains PV Stress and Tank Stress records.

2. Import the XML files, one at a time. You can import the files in any order.
The files are imported, and the appropriate Policy, PV Stress, or Tank Stress records are
created.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Configuring Meridium APM to


Generate RBI Recommendations
Automatically
When the following conditions are met, Meridium APM will generate RBI
Recommendation records automatically using Inspection Strategy records:

The Recommendation Creation Enabled setting on the Administrative Tasks page


is enabled.
The Generate Recommendations using Policy Manager setting is enabled on the
Administrative Tasks page.
The Policy records provided by Meridium, Inc. have been imported.

RBI Recommendation records may be generated automatically in the following


scenarios:

When you click the Generate Recommendations link on the RBI Asset View page.

When you archive an Inspection Group.

The Meridium APM RBI Best Practice assumes that you will generate RBI
Recommendation records using Inspection Strategy records. As such, the documentation
does not provide additional details on generating RBI Recommendation records using
Strategy Logic Case records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Potential Degradation


Mechanisms Records
Potential Degradation Mechanisms records are used to represent ways in which a
subcomponent might fail (e.g., mechanical fatigue). After you link Criticality Calculator
RBI Components records to an RBI System record, you can link Potential Degradation
Mechanisms records to those Criticality Calculator RBI Components records. Each
Potential Degradation Mechanisms record that is linked to a Criticality Calculator RBI
Components record represents one way in which that subcomponent can fail.
Meridium APM provides several baseline Potential Degradation Mechanisms records to
represent common failure mechanisms, but you can create your own Potential
Degradation Mechanisms records if subcomponents in your facility can fail in additional
ways.
Note that each Potential Degradation Mechanisms record that Meridium APM provides is
categorized as either Qualitative or Quantitative (using the value in the Methodology
Type field).

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Opening a Potential Degradation


Mechanisms Record
To view a list of Potential Degradation Mechanism records:
1. In the Meridium APM Framework, on the RBI Start Page, click the Manage
Potential Degradation Mechanisms link.
The Search page appears, displaying the Simple Search workspace. The value in the
Search In list is set by default to Potential Degradation Mechanisms. You cannot select
another value.

2. If desired, add criteria to the search.


3. Click the Find Now button.
The search results are displayed below the search criteria. Each row represents a Potential
Degradation Mechanisms record that meets the search criteria.

4. From the search results, open the desired record.


The selected Potential Degradation Mechanisms record appears.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating a Potential Degradation


Mechanisms Record
Before you can create a Potential Degradation Mechanisms record, the
MI_DEGRADATION_MECHANISM_TYPES System Code Table must contain a
System Code value that does not yet appear in the Degradation Mechanism field of an
existing Potential Degradation Mechanisms record.
To create a Potential Degradation Mechanisms record:

1. In the Meridium APM Framework, on the toolbar, click the New button.
The Select Family dialog box appears.

2. In the list, select Potential Degradation Mechanisms, and then click OK.
A new Potential Degradation Mechanisms record appears in the Record Manager.

3. In the Datasheet list, select Potential Degradation Mechanism.


The Potential Degradation Mechanism datasheet appears.

4. Complete the fields as desired.


5. When you are finished completing the fields, on the Common Tasks menu, click
the Save link.
The Potential Degradation Mechanisms record is saved.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Baseline Potential Degradation


Mechanisms
Meridium APM provides several Potential Degradation Mechanisms records that are
classified in one of two ways, according to the value in the Methodology Type field:

Qualitative
Quantitative

All of the Qualitative Potential Degradation Mechanisms records apply to RBI


Components. The Quantitative Potential Degradation Mechanisms records apply to either
RBI Components or pressure relief devices.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Qualitative Potential Degradation


Mechanisms Records
Meridium APM provides the following Qualitative Potential Degradation Mechanisms
records, where the values in the list are the Record IDs of the baseline records:

885 Embrittlement
Brittle Fracture

Carburization

Creep

Erosion

Graphitization

Hot Hydrogen Attack

Hydrogen Embrittlement

Hydrogen Induced Cracking

Liquid Metal Embrittlement

Mechanical Fatigue

Phase Change Embrittlement

Refractory Failure

Temper Embrittlement

Thermal Fatigue

Wet H2S Damage

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Quantitative Potential Degradation


Mechanisms Records (RBI
Components)
Meridium APM provides the following Quantitative Potential Degradation Mechanisms
records that should be used for RBI Components, where the values in the list are the
Record IDs of the baseline records:

Amine Cracking (ASCC)


Carbonate Cracking

Caustic Cracking

Chloride Stress Corrosion Cracking (CI SCC)

Criticality Calculator External Corrosion

Criticality Calculator Internal Corrosion

Ext Chloride SCC

Hydrogen Stress Cracking (HSC)- Hydrofluoric Acid

Polythionic Acid SCC (PTA)

Stress Corrosion Cracking

Sulfide Stress Cracking (SSC)

Wet H2S (Blistering, SOHIC, HIC, SSC)

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Quantitative Potential Degradation


Mechanisms Records (Pressure Relief
Devices)
Meridium APM provides the following Quantitative Potential Degradation Mechanisms
records that should be used for pressure relief devices, where the values in the list are the
Record IDs of the baseline records:

Blocked Discharge
Blocked Discharge - Admin Control

Control Valve Failure (Fail Opposite)

Control Valve Failure (Fail Safe)

Electrical Power Failure

Exchanger Tube Rupture

Fire

Liquid Overfill

Liquid Overfill - Admin Control

Loss of Cooling

Runaway Reaction

Thermal Relief

Thermal Relief - Admin Control

Tower Pump Failures

Leak

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Degradation Mechanisms


Evaluation Factors Records
For each RBI Degradation Mechanisms record that belongs to an RBI Analysis, a
corresponding Criticality Degradation Mech Evaluation record also belongs to that RBI
Analysis. In each Criticality Degradation Mech Evaluation record that is associated with
a qualitative degradation mechanism (i.e., the corresponding RBI Degradation
Mechanisms record was created from a Potential Degradation Mechanisms record with
the value Qualitative in the Methodology Type field), you can specify the probability that
the corresponding RBI Component will fail due to that degradation mechanism.
For example, if an RBI Analysis contains an Erosion RBI Degradation Mechanisms
record, it will also contain a corresponding Erosion Criticality Degradation Mech
Evaluation record. In this Criticality Degradation Mech Evaluation record, you can
specify a value in the Probability Category field to indicate the probability that the RBI
Component will fail due to erosion.
After you select a value in the Probability Category field and calculate the RBI Analysis,
the Probability Category Description field will be populated automatically based upon the
values in an existing Degradation Mechanisms Evaluation Factors record.
For instance, suppose a Degradation Mechanisms Evaluation Factors record contains the
following values in the following fields:

Degradation Mechanism: Erosion


Ranking: 1

Ranking Description: Erosion - Impact Resistant Material. Good Inspection


History with no evidence of Damage.

If an RBI Analysis is linked to an Erosion Criticality Degradation Mech Evaluation


record and you select 1 in the Probability Category field, the value in the Probability
Category Description field will be populated with the value in the Ranking Description
field in the Degradation Mechanisms Evaluation Factors record containing the values
Erosion and 1. In this example, the Probability Category Description field would be
populated with the value Erosion - Impact Resistant Material. Good Inspection History
with no evidence of Damage, as shown in the following image.

Note: The baseline Meridium APM database does not contain any Degradation
Mechanisms Evaluation Factors records. This documentation, however, assumes that
your database has been modified to include a Degradation Mechanisms Evaluation
Factors record for each qualitative Potential Degradation Mechanisms record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Inspection Strategy Records


Inspection Strategy records store information and guidelines for performing various types
of inspections on equipment and locations. Some Inspection Strategy values are used to
populate values in:

RBI Recommendation records that you generate in RBI when the Generate
Recommendations using Policy Manager setting is enabled and you have
imported the Policy records that Meridium, Inc.

Inspection records that are used in the Inspection Management module.

Meridium APM provides a set of Inspection Strategy records in the baseline database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Administrative Tasks Page


To access the Administrative Tasks page:
1. In the Meridium APM Framework, access the RBI Start Page.
2. Click the Administrative Settings link.
The Administrative Tasks page appears.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Administrative Tasks


Page
The Administrative Tasks page contains the Preferences for Risk Based Inspection
workspace, which contains options that control:

Which workflow you will use when using RBI.


Which steps in that workflow will be available to you.

Whether or not half-life will be considered when determining an interval for


certain Inspection Tasks.

Inspection Priority Ranges, which will be used when you create Inspection
Groups.

The following image shows the settings as they are configured in the baseline RBI
product.

The Preferences for Risk Based Inspection workspace contains items that correspond with
the following settings:

Recommendation Creation Enabled: When this setting is enabled, you can create
RBI Recommendation records in RBI. This setting is enabled by default.
o If ASM integration is disabled and you want to recommend actions and
manage mitigated risk for degradation mechanisms in RBI, you should
accept the baseline configuration.
o

If you want to recommend actions and manage mitigated risk in ASM, you
should modify the baseline configuration by clearing this check box.

When this setting is enabled, the Generate Recommendations using Policy Manager
setting should also be enabled.

Enable Recommendations to be Generated at Created State: When this setting is


enabled:
o You can create RBI Recommendation records for RBI Analyses whose
associated RBI Criticality Analysis record is in the Created state.
o

You cannot create RBI Recommendation records for RBI Analyses whose
associated RBI Criticality Analysis record has been transitioned to the
Risk Completed state.

When you copy a main RBI Analysis, you have the option to specify that
the RBI Recommendation records that are linked to the associated RBI
Degradation Mechanisms records that will be linked to the new RBI
Criticality Analysis records should also be linked to the new RBI
Criticality Analysis records. Specifically, the Copy Recommendations for
Degradation Mechanisms check box is enabled on the Select Degradation
Mechanisms window that is displayed when you perform the copy
procedure. When this setting is disabled, the Copy Recommendations for
Degradation Mechanisms check box is disabled on the Select
Degradation Mechanisms window.

This setting is disabled by default and can only be enabled if the Recommendation
Creation Enabled setting is enabled also. The RBI Best Practice assumes that you will
create RBI Recommendation records only for calculated RBI Analyses whose associated
RBI Criticality Analysis record has been transitioned to the Risk Completed state. This
documentation, therefore, assumes that you will not enable this setting.

Risk Assessment Enabled: When this setting is enabled, you can calculate
unmitigated risk using a custom calculator and display the values on the Risk
Matrix. This setting is disabled by default.
o If you want to accept the Meridium APM system calculations for
unmitigated risk, which are displayed on the Degradation Mechanism
datasheet, you should accept the default selection.
o

Allow Override of Calculated Unmitigated Risk Values: When this setting is


enabled, you can use the Risk Matrix to change the calculated unmitigated risk
values manually. This setting is disabled by default. This check box is enabled
only when the Risk Assessment Enabled check box is selected.

If you are using a custom calculator to calculate unmitigated risk and


display it on the Risk Matrix, you should enable this setting by selecting
this check box.

If ASM integration is enabled and you want to accept the Meridium APM
system calculations for unmitigated risk, which calculates the unmitigated
risk and displays the values on the Degradation Mechanism datasheet, you
should accept the default selection.
If ASM integration is enabled, you are using a custom calculator to
calculate unmitigated risk and display it on the Risk Matrix, and you want
users to be able to modify the calculated unmitigated risk, you should
enable this setting by selecting this check box.

ASM Integration Enabled: When this setting is enabled, you can transfer RBI
Analyses to Asset Strategy Management (ASM) as Asset Strategies. If the ASM
license is active, this setting is enabled by default. If the ASM license is not
active, this check box is disabled.
o

If you want RBI and ASM to be integrated, you should accept the default
selection.

If you do not want RBI and ASM to be integrated, you should disable this
setting by clearing this check box.

The Meridium APM RBI Best Practice assumes that this setting is disabled, and that you
do not transfer RBI Analyses to ASM.

Consider Half-Life when Determining Inspection Task Interval: This setting plays
a role in determining how the Desired Interval field in certain Inspection Task
records is populated. This setting is disabled by default. If the Thickness
Monitoring license is active, and you have TM Analyses for the Equipment that
you analyze in RBI, you should enable this setting so that additional values will

be considered when determining the value that is populated in the Desired Interval
field in Inspection Task records that are created from or linked to an RBI
Recommendation record whose Damage Mechanism field contains the value
Criticality Calculator Internal Corrosion.
Generate Recommendations using Policy Manager: When this setting is enabled,
Inspection Strategy records are used to generate RBI Recommendation records,
based upon the logic in Policy records. This setting is disabled by default. If you
want to:

Use Inspection Strategy records to generate RBI Recommendation


records, you should enable this setting by selecting this check box.
Use Strategy Logic Case records to generate RBI Recommendation
records, you should accept the default selection (i.e., disabled).

Inspection Priority Ranges for Risk Categories: The grid displayed for this setting
can be used to view and define the high and low limits for Risk Categories for the
purposes of creating Inspection Groups.

The Administrative Tasks page also contains the following task menus:

Administrative Tasks
Common Tasks

IMPORTANT: With the exception of modifying your administrative settings to use new
functionality, you should not modify the administrative settings after you have configured
them and users have started creating RBI Analyses using those settings.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Administrative Tasks
The Administrative Tasks menu on the Administrative Tasks page contains the following
link:

Save: Saves any changes that you have made on the page. This link is enabled
only when you have made one or more changes.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks

The Common Tasks menu on the Administrative Tasks page contains the following links:

Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Help: Displays the context-sensitive Help topic for the Administrative Tasks page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Disabling ASM Integration


By default, ASM and RBI are integrated, which allows you to transfer RBI Analyses to
ASM as Asset Strategies. If desired, you can disable ASM integration.
To disable ASM integration:
1. In the Meridium APM Framework, access the Administrative Tasks page.
2. Clear the ASM Integration Enabled check box.
ASM integration is disabled. The following image shows the cleared ASM Integration
Enabled check box on the Administrative Tasks page. A red outline has been added to the
image to highlight the check box.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Defining How RBI Will Work if ASM


Integration is Enabled
If you accept the baseline RBI configuration and keep the integration between RBI and
ASM, you will need to make some additional decisions about how you want RBI to
work. Depending upon your decisions, you will need to complete the appropriate
administrative tasks to support the desired functionality.
The following table lists the questions you will need to ask, the possible answers, the
action that you will need to complete based upon your answer, and notes to consider
about the results of completing those actions.
The cells shaded gray indicate that no action is required because the baseline
administrative setting supports the functionality.

Question
How will risk
values be
calculated for
degradation
mechanisms?

Answer

Action

Result for RBI Users

By the Meridium
APM system.

Accept the baseline


disabled setting for
the Risk
Assessment
Enabled option.

The calculated risk values


will be displayed on the
Degradation Mechanism
datasheet.
The calculated risk values
will be displayed on the:

By my own custom
calculator.

Note: This
documentation does
Select the Risk
not explain how you
Assessment
can create a custom
Enabled check box.
calculator or how you
can configure the
Meridium APM
system to use it.

Will users be able


to override risk

Yes

Select the Allow


Override of
Calculated

Risk Matrix, which


can be accessed
from the RBI Asset
View page.
Degradation
Mechanism with
Risk Mitigation
datasheet.
Degradation
Mechanism without
Risk Mitigation
datasheet.

Users can use the Risk


Matrix to select different

Unmitigated Risk
Values check box.

values that were


calculated by my
own custom
calculator?

unmitigated risk values.

Note: If risk values


are calculated by
the Meridium APM
No
system, users
cannot override the
risk values

Accept the baseline


disabled setting for
Users cannot select
the Allow Override
different unmitigated risk
of Calculated
values.
Unmitigated Risk
Values option.

How will I manage I will create RBI


recommendations Recommendations in
for future action? RBI and transfer
them to ASM as
Action records.

Users can create RBI


Accept the baseline Recommendation records
enabled setting for using the Recommendation
the
Tasks menu in RBI or the
Recommendation Common Tasks menu in
Creation Enabled Recommendation
option.
Management (when
accessed from RBI).

I will not create RBI


Recommendations in
Clear the
RBI but will instead
Recommendation
create Action records
Creation Enabled
in ASM for Risk
check box.
records that were
transferred from RBI.

Users cannot create RBI


Recommendation records in
RBI. They will need to
promote Equipment records
to ASM and then create
Action records in ASM for
any Risk record that
originated in RBI.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Enabling the Consider Half-Life When


Determining Inspection Task Interval
Setting
The Consider Half-Life when Determining Inspection Task Interval setting plays a role in
determining the value that is populated in the Desired Interval field in Inspection Task
records that are linked to RBI Recommendation records. By default, this setting is
disabled. If the Thickness Monitoring license is active, and TM Analyses exist for the

Equipment records that you analyze in RBI, you should enable this setting so that
additional values are considered when populating the Desired Interval field in Inspection
Task records whose Task Type field contains the value Internal Visual or RBI - INT COR.
To enable the Consider Half-Life when Determining Inspection Task Interval setting:
1. On the Administrative Tasks page, select the Consider Half-Life when
Determining Inspection Task Interval check box.
In the following image, the Consider Half-Life when Determining Inspection Task
Interval check box is selected.

2. On the Administrative Tasks menu, click the Save link.


Your selections are saved. Additional values are considered when populating the Desired
Interval field in Inspection Task records whose Task Type field contains the value
Internal Visual or RBI - INT COR.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Defining Inspection Priority Ranges


The Inspection Priority Ranges for Risk Categories setting is used to determine the Risk
Category of an RBI Component for the purposes of creating Inspection Groups. The
following image shows the grid that is displayed for this setting on the Administrative
Tasks page and the ranges that are defined by default.

The values that are displayed in the Highest Inspection Priority and Lowest Inspection
Priority columns in the grid represent the high and low limits for each Risk Category
with respect to the value that is stored in the Inspection Priority (Unmitigated Risk) field
in the RBI Degradation Mechanisms record that is associated with the Criticality
Calculator RBI Components record.
For example, if you use the Inspection Priority Ranges that are defined by default (i.e.,
the ranges that are displayed in preceding image), and the Inspection Priority
(Unmitigated Risk) field in an RBI Degradation Mechanisms record contains the value

15, when an RBI Component that is associated with that RBI Degradation Mechanisms
record is included in an Inspection Group, the Grouping Element record for that RBI
Component will be assigned a Risk Category of Medium.
You can modify the following values in the Lowest Inspection Priority column in the
grid:

High
Medium High

Medium

You cannot modify the values in the row Low or in the Highest Inspection Priority
column. Instead, these values are updated automatically when you modify values in the
Lowest Inspection Priority column.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Selecting the Is a Unit? Check Box


The field Is a Unit? is defined for the Functional Location family in the Meridium APM
baseline database. While all other fields in Functional Location records are populated
automatically by the Meridium APM system, the field Is a Unit? must be set manually in
order to execute certain workflows in RBI. You should select the Is a Unit? check box in
any Functional Location record that represents a unit in your organization.
To select the Is a Unit? check box:
1. In the Meridium APM Framework application, locate the Functional Location
record that represents a unit in your organization, and open the record in the
Record Manager.
2. On the Functional Location datasheet, select the Is a Unit? check box.
3. On the Common Tasks menu, click the Save link.
Your changes are saved, and the Functional Location record represents a unit for the
purposes of executing RBI workflows in which this field is used to distinguish a unit
from other Functional Location records (e.g., running the Manage RBI System query).

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Linking Equipment Records to


Functional Location Records
Representing Units
When a Functional Location record represents a unit in your facility (i.e., the value in the
field Is a Unit? is set to True), you will need to link that Functional Location record to the
Equipment records that belong to the unit. These links must be created in order for the
Navigation Bar to function as expected.
To link Equipment records to Functional Location records representing units:
1. Open in the Record Manager the Functional Location record representing a unit
and to which you want to link an Equipment record.
2. Using the Record Explorer pane, create a link between the Functional Location
record and the appropriate Equipment record. Make sure to select the Belongs to a
Unit check box on the Select Link Family dialog box.
The Equipment record is linked to the Functional Location record through the Belongs to
a Unit relationship.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Overview of the RBI Workflow


Depending upon your role within the organization and your membership in RBI Security
Groups, the workflow that you follow in RBI will vary. Additionally, the workflow that
you follow will depend upon whether or not the Thickness Monitoring and Asset Strategy
Management licenses are active. The Meridium APM Mechanical Integrity Best Practice
assumes that when the Risk Based Inspection license is active:

The Thickness Monitoring license is also active.


The Asset Strategy Management (ASM) license is not active, or if it is active,
integration with ASM is disabled (the ASM Integration Enabled check box on the
Administrative Tasks page is cleared.

You will import the Policy records that Meridium, Inc. provides.

You will enable the Generate Recommendations using Policy Manager setting to
specify that Inspection Strategy records are used to generate RBI
Recommendations.

This documentation, with the exception of the section on configuring RBI, assumes that
you are following the Meridium APM Mechanical Integrity Best Practice. As such, you
will need to perform the following tasks in RBI:
1. Set up RBI Systems to organize the components that you want to analyze.
2. Assign degradation mechanisms to each component that you want to analyze.
3. Create RBI Analyses for each of the RBI Components that belong to the RBI
System.
4. If the risk values are unacceptable, analyze hypothetical scenarios using a What If
or Future Risk Analyses to determine how additional actions or factors might
affect the risk.
5. Create RBI Recommendation records to capture the recommended actions that
would lower the risk associated with each RBI Component.
6. Create Inspection Groups.
7. Implement Inspection Groups and create RBI Recommendation records to capture
the recommended actions that would lower the risk associated with the RBI
Components that make up each Inspection Group.
8. Evaluate all of your RBI Recommendation records.
9. Create Inspection Task or SAP Notification records from the appropriate RBI
Recommendation records to track the work and make sure that the recommended
actions are implemented.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI and ASM Integration


On the Administrative Tasks page, if the ASM Integration Enabled check box is selected,
you can transfer values in RBI Analyses to Asset Strategies in ASM. When this check box
is selected, at a minimum, you will be able to transfer unmitigated and mitigated risk
values from RBI Degradation Mechanisms records to Risk records in ASM.

Note: The way in which you manage the unmitigated and mitigated risk values depends
upon how other administrative settings are configured.
After an administrative user has decided to allow RBI data to be transferred to ASM, the
administrative user can also decide how you will be able to track recommended actions
based on risk information in RBI Degradation Mechanisms records. They can choose
either of the following options:

You will create RBI Recommendation records to record recommended actions and
mitigated risk values and transfer them to ASM as Action records.

You will not create RBI Recommendation records. Instead, you will recommend
future action and manage mitigated risk values using Action records in ASM.

-or-

To transfer RBI Analyses to Asset Strategies in ASM, you will need to promote the
corresponding Equipment record to ASM. Remember that a single equipment can have
multiple RBI Components, and each RBI Component can have only one RBI Analysis, as
illustrated in the following image.

Note: You can promote an Equipment record to ASM only if the associated RBI
Criticality Analysis record is linked to at least one RBI Degradation Mechanisms record.
Using RBI, you can promote an Equipment record to ASM after you have completed the
following steps:
1. Link Criticality Calculator RBI Components records to an Equipment record.
2. Link each of those Criticality Calculator RBI Components records to an RBI
Criticality Analysis record.
3. Manage the unmitigated and mitigated risk of the associated RBI Degradation
Mechanisms records that are linked to the RBI Criticality Analysis records.
4. Set all of the RBI Criticality Analysis records to Risk Completed.
Note that after an Equipment record has been promoted to ASM, if you create a new RBI
Analysis for any Criticality Calculator RBI Components record that is linked to that
Equipment record, you can promote the Equipment record to ASM again after setting that
RBI Criticality Analysis record to Risk Completed.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the Workflow When ASM


Integration is Enabled
When ASM integration is enabled, you will need to complete steps to analyze the risk
associated with RBI Components, recommend future action based on the risks, and
transfer RBI Analyses to ASM. The workflow that you will need to complete depends
upon how you want to recommend future action based on the risk associated with RBI
Components. You can recommend future action in one of two ways:

Using RBI Recommendation records in RBI. In this workflow, you will identify
the mitigated risk of degradation mechanisms in RBI.
Using Action records in ASM. In this workflow, you will identify the mitigated
risk of degradation mechanisms in ASM.

Note: Both workflows assume that the ASM Integration Enabled administrative check
box is selected. Within each workflow, other steps are allowed only if the corresponding
administrative check box is selected.
In most cases, you will complete the steps in either workflow on a regular basis as you
refine the operating conditions and environment. RBI Analyses are dynamic tools that
help you refine your strategy for maintaining RBI Components.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating Analyses and Recommending


Future Action Using RBI
The following table describes the RBI workflow if ASM integration is enabled and you
want to recommend future action using RBI Recommendation records. Note that the rows
colored light blue show steps that differ between this workflow and that for
recommending future action using ASM.
Note: The instructions in the table assume that you or someone else has already set up
your RBI Systems appropriately.

Step Description
For each Criticality Calculator RBI
Components record that is linked to the
RBI System record, create an RBI
Analysis. Doing so will cause the
Meridium APM system to create a link
automatically between each RBI
Criticality Analysis record and the
following records:

RBI Degradation Mechanisms


Criticality Consequence
Evaluation

Criticality Degradation Mech


Evaluation

None

For each RBI Degradation Mechanisms


record, the calculated risk values will be
displayed on the Degradation
Mechanism datasheet. If, however, a
custom calculator has been configured,
Calculate all RBI Analyses that you
created in step 1. Doing so will cause the the calculated values might also appear
on the Risk Matrix, which you can
Meridium APM system to calculate
access via the RBI Asset View page.
unmitigated risk values for each RBI
Degradation Mechanisms record that was
created automatically as a result of
Note that this documentation does not
performing step 1.
explain how to create a custom
calculator or how a custom calculator is
used to display values on the Risk
Matrix.
Manage unmitigated risk for each RBI
Degradation Mechanisms record. You can
You can use option B only if the
complete this step in one of two ways,
following check boxes on the
depending on how the administrative
Administrative Tasks page are selected:
options are configured:

Notes

Option A: Accept the calculated


unmitigated values.
Option B: Override the calculated
mitigated values by selecting
different values using the Risk
Matrix.

Set the RBI Criticality Analysis records

Risk Assessment Enabled


-and-

None

Allow Override of Calculated


Unmitigated Risk Values

for the calculated RBI Analyses to Risk


Completed.

As appropriate, create RBI


You can do this only if the
Recommendation records for each RBI
Recommendation Creation Enabled
Degradation Mechanisms record that was
check box on the Administrative Tasks
created automatically as a result of
page is selected.
performing step 1.
Identify the mitigated risk associated with
each RBI Degradation Mechanisms
record. You can complete this step in one
of two ways, depending on how the
administrative options are configured:

Option A: Enter mitigated risks


for each RBI Degradation
Mechanisms record using the
Degradation Mechanism
datasheet.

You can use option B only if the Risk


Assessment Enabled check box on the
Administrative Tasks page is selected.

Option B: Enter mitigated risks


for each RBI Degradation
Mechanisms record using the Risk
Matrix.

For each Criticality Calculator RBI


Components record that you created in
step 1, promote the associated Equipment
record to ASM. An Asset Strategy is
created automatically, and values are
mapped from the RBI Analysis to the
Asset Strategy.

Using ASM, manage the Asset Strategy


that was created automatically as a result None
of performing step 7.

If desired, create an Implementation


Package from the Asset Strategy.

For each RBI Degradation Mechanisms


record, a Risk record is created in ASM.
For each RBI Recommendation record
that is not set to the Consolidated or
Superseded state, an Action record is
created in ASM.

None

The following image illustrates steps 1 through 7 in the table.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating Analyses and Recommending


Future Action Using ASM
The following table describes the RBI workflow if ASM integration is enabled and you
want to recommend future action using Action records in ASM. You can use this
workflow only if the Recommendation Creation Enabled check box is cleared on the
Administrative Tasks page.
Note that the row colored light blue show steps that differ between this workflow and that
for recommending future action using RBI.
Note: The instructions in the table assume that you or someone else has already set up
your RBI Systems appropriately.

Step Description
For each Criticality Calculator RBI
Components record that is linked to the
RBI System record, create an RBI
Analysis. Doing so will cause the
Meridium APM system to create a link
automatically between each RBI
Criticality Analysis record and the
following records:

RBI Degradation Mechanisms


Criticality Consequence
Evaluation

Criticality Degradation Mech


Evaluation

Notes

None

For each RBI Degradation Mechanisms


record, the calculated risk values will be
Calculate all RBI Analyses that you
created in step 1. Doing so will cause the displayed on the Degradation
Mechanism datasheet. If, however, a
Meridium APM system to calculate
custom calculator has been configured,
unmitigated risk values for each RBI
Degradation Mechanisms record that was the calculated values might also appear
on the Risk Matrix, which you can
created automatically as a result of
performing step 1.

access via the RBI Asset View page.


Note that this documentation does not
explain how to create a custom
calculator or how a custom calculator is
used to display values on the Risk
Matrix.
Manage unmitigated risk for each RBI
Degradation Mechanisms record. You can
You can use option B only if the
complete this step in one of two ways,
following check boxes are selected on
depending on how the administrative
the Administrative Tasks page:
options are configured:
3

Option A: Accept the calculated


unmitigated values.
Option B: Override the calculated
mitigated values by selecting
different values using the Risk
Matrix.

Risk Assessment Enabled


-and-

Allow Override of Calculated


Unmitigated Risk Values

Set the RBI Criticality Analysis records


for the calculated RBI Analyses to Risk
Completed.

None

For each Criticality Calculator RBI


Components record that you created in
step 1, promote the associated Equipment
record to ASM. An Asset Strategy is
created automatically, and values are
mapped from the RBI Analysis to the
Asset Strategy.

For each RBI Degradation Mechanisms


record, a Risk record is created in ASM.
No Action records are created
automatically because no RBI
Recommendation records exist.

In ASM, create Acton records for each


Risk record that was created from an RBI None
Degradation Mechanisms record.

Using ASM, manage the Asset Strategy


that was created automatically as a result None
of performing step 5.

If desired, create an Implementation


Package from the Asset Strategy.

None

The following image illustrates steps 1 through 6 in the table.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating and Managing RBI Analyses


If ASM integration is disabled, you will need to complete the following steps to analyze
the risk associated with RBI Components. In most cases, you will complete these steps on
a regular basis as you refine the operating conditions and environment. RBI Analyses are
dynamic tools that help you refine your strategy for maintaining RBI Components.

The following instructions assume that your or someone else has set up your RBI
Systems as appropriate.
To create and manage RBI Analyses and Recommendations:
1. Create an RBI Analysis record for each Criticality Calculator RBI Components
record that is linked to the RBI System record. Doing so will cause the Meridium
APM system to create a link automatically between each RBI Criticality Analysis
record and the following records:
1.

RBI Degradation Mechanisms

Criticality Consequence Evaluation

Criticality Degradation Mech Evaluation

2. Calculate the RBI Analysis.


3. Set the RBI Criticality Analysis record to Risk Completed.
4. Submit the RBI Analysis for approval.
5. Create, review, and manage RBI Recommendation records until they are
implemented. To do so, you will need to:
1.
a. Create RBI Recommendation records to capture recommendations based
on the calculated values in the RBI analysis. You can create RBI
Recommendation records manually or let Meridium APM create them
automatically using Inspection Strategy or Strategy Logic Case records.
b. Review RBI Recommendation records, reconcile them if needed, and
prepare them for implementation (determine how and when they should be
implemented).
c. Submit the RBI Recommendation records for approval.
d. Approve the RBI Recommendation records.
e. Implement the RBI Recommendation records by building an SAP
Notification or a Meridium APM Task record.
6. Approve the RBI Analysis.
7. Implement the RBI Analysis.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI and TM Integration


If the Thickness Monitoring license is active and TM Analyses exist for the Equipment
records that you analyze in RBI, you can specify that TM Analysis values be:

Used to calculate corrosion rate values that are used in RBI.


Considered when determining the Desired Interval value that is populated
Inspection Task records that are created from certain RBI Recommendation
records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Navigating RBI


Meridium APM provides two main pages to help you complete all steps in the RBI
workflow:

RBI Unit View - <Functional Location Record ID>, where <Functional Location
Record ID> is the Record ID of the selected Functional Location record.
Throughout this documentation, unless it is necessary to include <Functional
Location Record ID> in the page title for clarity, we refer to this page as the RBI
Unit View page.

RBI Asset View - <Equipment Record ID>, where <Equipment Record ID> is the
Record ID of the selected Equipment record. Throughout this documentation,
unless it is necessary to include <Equipment Record ID> in the page title for
clarity, we refer to this page as the RBI Asset View page.

These pages are described in detail in this section of the documentation. The remaining
RBI documentation is organized according to main features in RBI (RBI Systems, RBI
Components, and RBI Analyses) rather than according to the page on which you can
manage each feature.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the RBI Unit View Page


To access the RBI Unit View page:
1. On the RBI Start Page, click the Manage RBI Systems by Unit link.
The RBI System List page appears, displaying the Manage RBI System query.

2. Create a new RBI System record or open an existing RBI System record.
The RBI Unit View page appears. By default, the Functional Location node is selected in
the RBI Explorer pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the RBI Unit View Page


The RBI Unit View page is divided into the following areas:

RBI Explorer pane: Contains a tree, which displays nodes to represent Functional
Location, RBI System, and Criticality Calculator RBI Components records.
Datasheet area: Displays the datasheet for the record that is represented by the
node that is selected in the RBI Explorer pane.

Potential Degradation Mechanisms section: Contains a grid, which displays the


Potential Degradation Mechanisms records that are linked to the record that is
represented by the node that is selected in the RBI Explorer pane.

Task menus: Menus that provide access to specific functionality. The following
task menus are available: System Tasks, Component Tasks, Common Tasks, and
Associated Pages.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Explorer Pane


The RBI Explorer pane on the RBI Unit View page displays nodes in a tree, where each
node represents one of the following records:

Functional Location: Displayed at the first level of the tree. Note that the tree can
contain multiple Functional Location nodes.
RBI System: Displayed below the Functional Location level. Note that the tree can
contain multiple RBI System nodes below each Functional Location node.
Criticality Calculator RBI Components: Displayed below the RBI System level.
Note that the tree can contain multiple Criticality Calculator RBI Components
nodes below each RBI System node.

Note: Throughout this documentation, we refer to the nodes by the records that they
represent. For example, the node representing the Functional Location record is referred
to as the Functional Location node.
The selected node dictates the options that are available on the task menus, the datasheet
that appears in the datasheet area, and the records that are displayed in the Potential
Degradation Mechanisms section below the datasheet area.
In the following image, the RBI Explorer pane is highlighted in red.

You can see that the following nodes are displayed:


Functional Location

RBI-UNIT-A ~ UNIT-LEVEL

RBI System

RBISYS-837

Criticality Calculator RBI Components

Heat Exchanger-Shell RBICOMP-PV-1093 AMINE REGENERATOR-CS-838

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Datasheet Area
The datasheet area on the RBI Unit View page displays the datasheet of the record that is
represented by the node that is selected in the RBI Explorer pane. For example, if an RBI
System node is selected in the RBI Explorer pane, the current datasheet for the RBI
System record that is represented by that RBI System node will be displayed in the
datasheet area.
In the following image, the datasheet area is outlined in red.

At the top of the datasheet, a toolbar appears to give you access to functions that are
associated with the selected record. The toolbar contains the buttons described in the
following table.

Button Function
Saves the current record, including any modifications that you have made.

Displays the Preview window, from which you can print the information
associated with the current record.
Displays the Reference Documents window, where you can view, edit, and create
reference documents for the current record.
To collapse the datasheet area, you can click the button to the right of the datasheet
toolbar. To expand the datasheet area, you can click the button.

V3.5.0 SP1 LP - Copyright 1993-2012 Meridium, Inc. All rights reserved.

Potential Degradation Mechanisms


Section
The Potential Degradation Mechanisms section on the RBI Unit View page contains a
grid, which displays a row for each Potential Degradation Mechanisms record that is
linked to the record that is represented by the node that is selected in the RBI Explorer
pane.
For example, if an RBI System node is selected in the RBI Explorer pane, the Potential
Degradation Mechanisms section displays the Potential Degradation Mechanisms records
that are linked to the RBI System record that is represented by that RBI System node.
In the following image, the Potential Degradation Mechanisms section is outlined in red.

At the top of the section, a toolbar appears to give you access to functions that are
associated with the Potential Degradation Mechanisms records. The toolbar contains the
buttons described in the following table.

Button Function
Displays the Link Existing Potential Degradation Mechanisms to <RBI System
Record ID> window, where <RBI System Record ID> is the Record ID of the RBI
System record that is selected in the RBI Explorer pane. You can use this window
to select existing Potential Degradation Mechanisms records to link to the RBI
System record.

After asking for confirmation, unlinks the selected Potential Degradation


Mechanisms record from the RBI System record that is represented by the node
that is selected in the RBI Explorer pane.
Displays the Reference Documents window, where you can view, edit, and create
reference documents for the current Potential Degradation Mechanisms record.
You can click any hyperlink in the Degradation Mechanism column to display the
datasheet for the Potential Degradation Mechanisms record.
You can also right-click any cell in the grid to see the captions that are defined for the
URLs that have been associated with the Potential Degradation Mechanisms family via
the URL Manager. You can click any caption in the list to launch the underlying URL.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

System Tasks

The System Tasks menu on the RBI Unit View page contains the following links. Note that
unless otherwise noted, all links are enabled only when an RBI System node is selected in
the RBI Explorer pane.

Create System: Creates a new RBI System record that is linked to the Functional
Location record that is represented by the node that is selected in the RBI
Explorer pane.

Note: This link is enabled only if you select a Functional Location node in the RBI
Explorer pane.

Unlink System from Unit: Unlinks the selected RBI System record from the
Functional Location record to which it is linked.
Delete System: After asking for confirmation, deletes the RBI System record that
is represented by the node that is selected in the RBI Explorer pane.

Open Components in Asset View: Displays the RBI Asset View page. Note that this
link is enabled when either the Functional Location node or an RBI System node
is selected in the RBI Explorer pane.

If you click this link while the Functional Location node is selected, the
RBI Asset View page displays ALL Equipment records (and ALL of their
linked Criticality Calculator RBI Components records) that are linked to
the Criticality Calculator RBI Components records that are associated with
the Functional Location record that is represented by that node.

Note: If the selected Functional Location node represents a Functional Location record
that is linked to RBI System records that are not linked to any Criticality Calculator RBI
Components records, when you click this link, a message appears, indicating that no RBI
Components were found.

If you click this link while an RBI System node is selected, the RBI Asset
View page displays the Equipment record (and ALL of its linked Criticality
Calculator RBI Components records) that is linked to the Criticality
Calculator RBI Components record that is linked to the RBI System
record that is represented by the selected node.

Note: If the RBI System record that is represented by the selected RBI System node is not
linked to any Criticality Calculator RBI Components records, when you click this link, a
message appears, indicating that no RBI Components were found.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Component Tasks
The Component Tasks menu on the RBI Unit View page contains the following links.
Note that unless otherwise noted, all links are enabled only when a node representing a
Criticality Calculator RBI Components node is selected in the RBI Explorer pane.

Create RBI Component: Displays the Create Component window, where you can
specify the type of component that you want to create and the Equipment record
to which it should be linked.

Note: This link is enabled only if you select an RBI System node in the RBI Explorer
pane.

Link Existing RBI Component: Displays the Find Existing RBI Components
window, where you can select an existing Criticality Calculator RBI Components
record to link to the RBI System record that is represented by the RBI System
node that is selected in the RBI Explorer pane.

Note: This link is enabled only if you select an RBI System node in the RBI Explorer
pane.

Unlink RBI Component from System: Unlinks the Criticality Calculator RBI
Components record from the RBI System record to which it is linked.
Delete RBI Component: After asking for confirmation, deletes the Criticality
Calculator RBI Components record that is represented by the selected node.

Open in Asset View: Displays the RBI Asset View - <Equipment Record ID>
page, where <Equipment Record ID> is the Record ID of the Equipment record
that is linked to the Criticality Calculator RBI Components record that is
represented by the selected node. Note that on the RBI Asset View page, nodes
are displayed for ALL Criticality Calculator RBI Components records that are
linked to that Equipment record (not just the Criticality Calculator RBI
Components records that are represented by the nodes that you selected on the
RBI Unit View page).

Copy Selected Components: Displays the Find Asset window, where you can
select the Equipment record to which you want to link a new Criticality
Calculator RBI Component record. The new record will be created using the
values in the Criticality Calculator RBI Components record that is represented by
the node that is selected in the RBI Explorer pane.

Note: This link is enabled only if you select a Criticality Calculator RBI Components
node in the RBI Explorer pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks

The Common Tasks menu on the RBI Unit View page contains the following links:

Print: Displays the Preview window, which shows a preview of how the datasheet
that appears in the datasheet area will be printed. From the Preview window, you
can select print options and print the record.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page. This link is enabled only when you are viewing a saved analysis.
Help: Displays the context-sensitive Help topic for the RBI Unit View page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Associated Pages
The Associated Pages menu on the RBI Unit View page displays Associated Pages that
are configured for the family of the record that is represented by the node that is selected
in the RBI Explorer pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the RBI Asset View Page


To access the RBI Asset View page:
1. On the RBI Start Page, click the Manage RBI Components by Asset link.
The RBI Component List page appears.

2. Open an existing Criticality Calculator RBI Components record.


The RBI Asset View page appears.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the RBI Asset View Page


The RBI Asset View page contains the following items:

TM Status label: Displays a value that indicates the Thickness Monitoring status
for the selected Equipment record.
RBI Explorer pane: Contains a tree, which displays nodes to represent Equipment,
Criticality Calculator RBI Components, and RBI Criticality Analysis records.

Datasheet area: Displays the datasheet for the record that is represented by the
node that is selected in the RBI Explorer pane.

Potential Degradation Mechanisms tab: Contains a grid, which displays the


Potential Degradation Mechanisms records that are linked to the Criticality
Calculator RBI Components record that is represented by the node that is selected
in the RBI Explorer pane.

Consequence Evaluations tab: Contains a grid, which displays the Criticality


Consequence Evaluation records that are linked to the RBI Criticality Analysis
record that is represented by the node that is selected in the RBI Explorer pane.

Degradation Mechanism Evaluations tab: Contains a grid, which displays the


Criticality Degradation Mech Evaluation records that are linked to the RBI
Criticality Analysis record that is represented by the node that is selected in the
RBI Explorer pane.

Degradation Mechanisms tab: Contains a grid, which displays the RBI


Degradation Mechanisms records that are linked to the RBI Criticality Analysis
record that is represented by the node that is selected in the RBI Explorer pane.

Task menus: Menus that provide specific functionality. The following task menus
are available: Component Tasks, Analysis Tasks, Recommendation Tasks,
Common Tasks, and Associated Pages.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

TM Status Label
To the right of the TM Status label on the RBI Asset View page, one of the following
values is displayed:

Data Available: Indicates that records that form a TM Analysis are linked to the
Equipment record for which the RBI Asset View page was accessed. This value
appears as a hyperlink. If you click this hyperlink, the TM TMLs/Measurements
page (in the Thickness Monitoring module) for the Equipment record will be
displayed.
Insufficient Privileges: Indicates that you are not a member of any Thickness
Monitoring Security Group, and therefore cannot access the TM
TMLs/Measurements page (in the Thickness Monitoring module) to view the TM
data that exists for the Equipment record for which the RBI Asset View page was
accessed.

Not Analyzed: Indicates that a TM Analysis does not exist for the piece of
equipment for which the RBI Asset View page was accessed.

Not Licensed: Indicates that the Thickness Monitoring license is not active.

In the following image, the TM Status label is outlined in red.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Explorer
The RBI Explorer pane on the RBI Asset View page displays nodes in a tree, where each
node represents one of the following records:

Equipment: Displayed at the first level of the tree. Note that the tree can contain
multiple Equipment nodes.

Criticality Calculator RBI Components: Displayed below the Equipment level.


Note that the tree can contain multiple Criticality Calculator RBI Components
nodes below each Equipment node.

RBI Criticality Analysis: Displayed below the Criticality Calculator RBI


Components level. Note that the tree can contain multiple RBI Criticality Analysis
nodes below each Criticality Calculator RBI Components node.

Note: Throughout this documentation, we refer to the nodes by the records that they
represent. For example, the node representing the Equipment record is referred to as the
Equipment node.
The selected node dictates the options that are available on the task menus, the datasheet
that appears in the datasheet area, and the records that are displayed on the tabs below the
datasheet area.
If ASM integration is enabled, above the RBI Explorer pane is the text Strategy Indicator,
appended with an icon and the strategy indicator for the current Equipment record.
In the following image, the RBI Explorer pane is highlighted in red. This image assumes
that ASM integration is disabled, and therefore does not show the strategy indicator.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Datasheet Area
The datasheet area on the RBI Asset View page displays the datasheet of the record that is
represented by the node that is selected in the RBI Explorer pane.
For example, if an Criticality Calculator RBI Components node is selected in the RBI
Explorer pane, the current datasheet for the Criticality Calculator RBI Components
record that is represented by that node will be displayed in the datasheet area.
In the following image, the datasheet area is outlined in red.

At the top of the datasheet, a toolbar appears to give you access to functions that are
associated with the selected record. The toolbar contains the buttons described in the
following table.

Item

Function
Saves the current record, including any modifications that you have
made.
Displays the Preview window, from which you can print the
information associated with the current record.
Displays the Reference Documents window, where you can view, edit,
and create reference documents for the current record.
Displays the State Assignments dialog box, where you can assign
Security Users to states. This icon appears only if:

State Configuration has been defined for the family via the
Configuration Manager.

You are viewing the datasheet for an RBI Criticality Analysis


record.

Indicates the current state of the record. This icon is displayed only if
you are viewing the datasheet for an RBI Criticality Analysis record.
Note that the state in this table is Risk Completed. The state that you see
may be different.
Displays a list of the available operations for the current record. From
this list, you can select an operation, which will cause the record's state
to change. This icon is displayed only if you are viewing an RBI
Criticality Analysis record.
To collapse the datasheet area, you can click the

button to the right of the datasheet

toolbar. To expand the datasheet area, you can click the

button.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Potential Degradation Mechanisms Tab

The Potential Degradation Mechanisms tab on the RBI Asset View page contains a grid,
which displays a row for each Potential Degradation Mechanisms record that is linked to
the Criticality Calculator RBI Components record that is represented by the node that is
selected in the RBI Explorer pane.
In the following image, the Potential Degradation Mechanisms tab is outlined in red.

At the top of the section, a toolbar appears to give you access to functions that are
associated with the Potential Degradation Mechanisms records. The toolbar contains the
buttons described in the following table.

Button Function
Displays the Link Existing Potential Degradation Mechanisms to <Criticality
Calculator RBI Components Record ID> window, where <Criticality Calculator
RBI Components Record ID> is the Record ID of the Criticality Calculator RBI
Components record that is selected in the RBI Explorer pane. You can use this
window to select existing Potential Degradation Mechanisms records to link to the
Criticality Calculator RBI Components record.
After asking for confirmation, unlinks the selected Potential Degradation
Mechanisms record from the Criticality Calculator RBI Components record that is
selected in the RBI Explorer pane.
Displays the Reference Documents window, where you can view, edit, and create
reference documents for the current Potential Degradation Mechanisms record.
You can click any hyperlink in the Degradation Mechanism column to display the
datasheet for the Potential Degradation Mechanisms record.
You can also right-click any cell in the grid to see the captions of the URLs that have
been associated with the Potential Degradation Mechanisms family via the URL
Manager. You can click any item in the list to launch the underlying URL.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Consequence Evaluations Tab

The Consequence Evaluations tab on the RBI Asset View page contains a grid, which
displays a row for the Criticality Consequence Evaluation record that is linked to the RBI
Criticality Analysis record that is represented by the node that is selected in the RBI
Explorer pane.
You can click any hyperlink in the Consequence column to display the datasheet for the
Criticality Consequence Evaluation record.
In the following image, the Consequence Evaluations tab is outlined in red.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Degradation Mechanism Evaluations


Tab
The Degradation Mechanism Evaluations tab on the RBI Asset View page contains a grid,
which displays a row for each Criticality Degradation Mech Evaluation record that is
linked to the RBI Criticality Analysis record that is represented by the node that is
selected in the RBI Explorer pane.
You can click any hyperlink in the Damage Mechanism column to display the datasheet
for the Criticality Degradation Mech Evaluation record. In the following image, the
Degradation Mechanism Evaluations tab is outlined in red.

Above the grid, you will see the


button, which you can click to access the Define
Inspections for <Degradation Mechanism> window, where you can assign inspections to
the associated degradation mechanism.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Degradation Mechanisms Tab

The Degradation Mechanisms tab on the RBI Asset View page contains a grid, which
displays a row for each RBI Degradation Mechanisms record that is linked to the RBI
Criticality Analysis record that is represented by the node that is selected in the RBI
Explorer pane. If an RBI Degradation Mechanisms record is linked to any RBI
Recommendation records, those RBI Recommendations records are displayed in a grid
that appears below the appropriate RBI Degradation Mechanisms record. You can
collapse or re-expand this grid using the plus or minus sign that appears to the left of the
RBI Degradation Mechanisms hyperlink.
Hint: Within a grid that displays RBI Recommendation records, you cannot add
additional columns to the grid. To manage the RBI Recommendation records in that grid,
you can open the records in Recommendation Management.
You can click any hyperlink in the Degradation Mechanisms column to display the
datasheet for the RBI Degradation Mechanisms record.
In the following image, the Degradation Mechanisms tab is outlined in red.

At the top of the section, a toolbar is displayed that provides access to functions that are
associated with the RBI Degradation Mechanisms records. The toolbar contains the
buttons described in the following table.

Button Function
Displays the Create new Degradation Mechanisms record window, where you can
search for an existing Potential Degradation Mechanisms record that will be used
to create a new RBI Degradation Mechanisms record that will be linked to the RBI
Criticality Analysis record that is selected in the RBI Explorer pane.
After asking for confirmation, deletes the selected RBI Degradation Mechanisms
record.
Displays the Unmitigated Risk Assessment window, where you can override the
calculated unmitigated risk of an RBI Degradation Mechanisms record. This
button is enabled only when you calculate unmitigated risk using a custom
calculator.
Note that this documentation does not explain how to create a custom calculator or
how to configure the Meridium APM system to use it.
Displays the Risk Mitigation Assessment window, where you can use the Risk
Matrix to enter mitigated risk values for an RBI Degradation Mechanisms record.
This button is enabled only when you calculate unmitigated risk using a custom

calculator.
Note that this documentation does not explain how to create a custom calculator or
how to configure the Meridium APM system to use it.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Asset Tasks
The Asset Tasks menu on the RBI Asset View page contains the following links:

Review Analyses: Displays the RBI - Review Analyses page, where you can view
all the RBI Analyses for Equipment records that are not in the Archived state, and
change the states of those RBI Analyses.
Mass Review Recommendations: Displays the Recommendation Management
page, where you can view ALL the RBI Recommendation records that are linked
to ALL the Equipment records that are represented on the RBI Asset View page.
This link is enabled only when more than one Equipment node appears on the
RBI Asset View page and the option to create RBI Recommendation records is
enabled.
Mass Risk Analyses: Displays the Mass Risk Analyses window, which you can use
to create child RBI Analyses for the main RBI Analyses in an RBI Analysis.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Component Tasks
The Component Tasks menu on the RBI Asset View page contains the following links.
Note that unless otherwise noted, all links are enabled only when a Criticality Calculator
RBI Components node is selected in the RBI Explorer pane.

Create RBI Component: Displays the Create Component window, where you can
specify the type of component that you want to create.

Note: This link is enabled only if you select an Equipment node in the RBI Explorer pane.

Open in Unit View: Displays the RBI Unit View page, which displays the
Functional Location record that is represented by the node that is selected in the
RBI Explorer pane.

Note: The Open in Unit View link is always enabled.

Delete RBI Component: After asking for confirmation, deletes the Criticality
Calculator RBI Components record that is represented by the node that is
currently selected. Note that you cannot delete a Criticality Calculator RBI
Components record if it is linked to a successor record.
Add RBI Component: Displays the Find Existing RBI Components window, where
you can search for the Equipment record that is linked to the additional Criticality
Calculator RBI Components records that you want to represent in the RBI
Explorer pane. The selected Criticality Calculator RBI Components records and
the Equipment records to which they are linked will be represented in the RBI
Explorer pane.
Copy Asset Components: Displays the Find Asset window, where you can select
the Equipment records to which you want to link new Criticality Calculator RBI
Components records. The new records will be created using the values in the
Criticality Calculator RBI Components records that are linked to the Equipment
record that is represented by the node that is selected in the RBI Explorer pane.

Note: This link is enabled only if you select an Equipment node in the RBI Explorer pane.

Copy Selected Components: Displays the Find Asset window, where you can
select the Equipment record to which you want to link a new Criticality
Calculator RBI Component record. The new record will be created using the
values in the Criticality Calculator RBI Components record that is represented by
the node that is selected in the RBI Explorer pane.

Note: This link is enabled only if you select a Criticality Calculator RBI Components
node in the RBI Explorer pane.

Promote to ASM: Promotes to ASM the Equipment record that is represented by


the selected Equipment node.

Note: This link is enabled only if you select an Equipment node in the RBI Explorer pane.

Open ASM: Displays the ASM - Asset Strategy Risks - <Strategy ID> page
appears, where <Strategy ID> is the ID of the Asset Strategy for the Equipment
record that is represented by the selected node.

Note: This link is enabled only if you select an Equipment node in the RBI Explorer pane
and the Equipment record that it represents has been promoted to ASM.

Inactivate Component: Displays a confirmation message, and inactivates the


selected Criticality Calculator RBI Components record. This link is enabled only
when a node representing an Active Criticality Calculator RBI Components
record is selected in the RBI Explorer pane.
Link to TML Groups: Displays the Link to TML Groups dialog box, where you
can select TML Group records whose associated TML Corrosion Analysis values
you want to use to determine corrosion rate values in RBI. This link is enabled
only when the following criteria are met:

The Thickness Monitoring license is active.

-and

Records that form a TM Analysis exist for the Equipment record that you
are analyzing in RBI.

-and
o

A node representing a Criticality Calculator RBI Components record


whose Source of Calculated Corrosion Rates field contains the value
Component is selected in the RBI Explorer pane.

Add Protected Equipment: Displays one of the following items:

Add Protected Equipment dialog box: This dialog box appears if you have
not yet identifying equipment or RBI Components that are protected by
the pressure relief device. From this dialog box, you can choose to identify
either protected equipment or RBI Components.

Select Protected Equipment window: This window appears if you have


already identified protected equipment. From this window, you can select
additional pieces of equipment that are protected by the pressure relief
device.

Select Protected Equipment window: This window appears if you have


already identified protected RBI Components. From this window, you can

select additional RBI Components that are protected by the pressure relief
device.
Note: This link is enabled only if you select a Criticality Calculator PRD Components
node in the RBI Explorer pane.

Remove Protected Equipment: Unlinks the Equipment record or Criticality


Calculator RBI Components record from the Criticality Calculator PRD
Components record to which it is linked.

Note: This link is enabled only if you select in the RBI Explorer pane an Equipment node
or Criticality Calculator RBI Components node representing a record that is linked to a
Criticality Calculator PRD Components record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Analysis Tasks

The Analysis Tasks menu on the RBI Asset View page contains the following links. Note
that unless otherwise noted, all links are enabled only when an RBI Criticality Analysis
node is selected in the RBI Explorer pane.

Create Analysis: Creates a new RBI Criticality Analysis record that is linked to
the Criticality Calculator RBI Components record that is represented by the
selected node.

Note: The Create Analysis link is enabled only when a Criticality Calculator RBI
Components node is selected in the RBI Explorer pane.

Calculate Analysis: Calculates the RBI Analysis that is represented by the


selected node.
Calculate All Analyses: Calculates all active RBI Analyses that are represented in
the RBI Explorer pane and all inactive RBI Analyses, which are not represented in
the RBI Explorer pane.

Note: The Calculate All Analyses link is always enabled.

Create What If Analysis: Creates a new What If Analysis and displays a new node
for it in the RBI Explorer pane.
Create Future Risk Analysis: After displaying the Create Future Risk dialog box,
where you can type the desired value, creates a new Future Risk Analysis and
displays a new node for it in the RBI Explorer pane.
Update Analysis: Updates the main RBI Analysis with values in the What If
Analysis that is represented by the selected node.

Note: The Update Analysis link is enabled only when a node representing a What If
Analysis is selected in the RBI Explorer pane and when the predecessor RBI Criticality
Analysis record is set to the Created state.

View Active Analyses: Displays only nodes representing active RBI Analyses in
the RBI Explorer pane.

Note: The View Active Analyses link is always enabled.

View All Analyses: Displays nodes representing active and inactive RBI Analyses
and all What If and Future Risk Analyses in the RBI Explorer pane.

Note: The View All Analyses link is always enabled.

Delete Analysis: Deletes the RBI Criticality Analysis record that is represented by
the selected node.

Note: Before you can delete an RBI Criticality Analysis record, you must delete or unlink
any successor records to which it is linked.

Copy Analysis: Displays the Find Component window, where you can select the
Criticality Calculator RBI Components records to which you want to link a new
RBI Criticality Analysis record. The input values in the source RBI Criticality
Analysis record will be copied to the new RBI Criticality Analysis record.

Note: The Copy Analysis link is enabled only when a main RBI Analysis node is selected
in the RBI Explorer pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Recommendation Tasks

The Recommendation Tasks menu on the RBI Asset View page contains the following
links. Note that these links are enabled only if the Recommendation Creation Enabled
check box on the Administrative Tasks page is selected. Otherwise, the links are always
disabled.

Generate Recommendations: Causes Meridium APM to generate RBI


Recommendation records automatically based on the Strategy Logic Case records
that exist in the database.

Note: This link is enabled only if you are viewing an RBI Criticality Analysis record that
is set to the Risk Completed state.

Create Recommendation: Displays the Create Recommendation Wizard, where


you can create a new RBI Recommendation record that is linked to the RBI
Criticality Analysis record that you are currently viewing.

Note: This link is enabled only if you are viewing an RBI Criticality Analysis record that
is set to the Risk Completed state.

Review Recommendations: Displays the Recommendation Management page,


where you can manage the RBI Recommendation and Inspection Task records
that are linked to the Equipment record that is associated with the record that is
represented by the currently selected node. Specifically:

If an Equipment node is selected in the RBI Explorer pane, the Review


Recommendations link displays Recommendation and Task records that
are linked to the Equipment record that is represented by that node.

If a Criticality Calculator RBI Components node is selected in the RBI


Explorer pane, the Review Recommendations link displays
Recommendation and Task records that are linked to the Equipment record
that is linked to the Criticality Calculator RBI Components records that is
represented by that node.

If an RBI Criticality Analysis node is selected in the RBI Explorer pane,


the Review Recommendations link displays Recommendation and Task
records that are linked to the Equipment record that is linked to the
Criticality Calculator RBI Components record to which that RBI
Criticality Analysis record that is represented by that node is linked.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks

The Common Tasks menu on the RBI Asset View page contains the following links:

Print: Displays the Preview window, which shows a preview of how the datasheet
that appears in the datasheet area will be printed. From the Preview window, you
can select print options and print the record.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page. This link is enabled only when you are viewing a saved analysis.
Help: Displays the context-sensitive Help topic for the RBI Asset View page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Associated Pages

The Associated Pages menu on the RBI Asset View page displays Associated Pages that
have been configured for the family of the record that is represented by the node that is
selected in the RBI Explorer pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the RBI - Review Analyses


Page
You can use the RBI - Review Analyses page to view all the RBI Analyses for a given
Equipment or Functional Location record, where those analyses are not in an Archived
state, and change the states of these RBI Analyses.
To access the RBI - Review Analyses page:
1. Access the RBI Asset View page for the Equipment or Functional Location record
whose RBI Analyses you want to view or change the state of via the RBI - Review
Analyses page.
2. On the Asset Tasks menu, click the Review Analyses link.
The RBI - Review Analyses page appears, displaying the RBI Analyses associated with
the Equipment or Functional Location record that you selected in step 1.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the RBI - Review Analyses


Page
The RBI - Review Analyses page contains the following items:

RBI - Review Analyses section: Contains a grid, which displays one row for
each RBI Criticality Analysis record that is not in the Archived state that is linked
to the Equipment or Functional Location record for which you accessed the RBI Review Analyses page.

Task menus: Menus that provide access to specific functionality. The following
task menus are available: Analysis Tasks, Asset Tasks, and Common Tasks.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI - Review Analyses Section


The RBI - Review Analyses section of the RBI - Review Analyses page contains a grid that
displays information that is stored in the RBI Criticality Analysis record. One row is
displayed in the grid for each RBI Criticality Analysis record that is not in the Archived
state that is linked to the Equipment or Functional Location record for which you
accessed the RBI - Review Analyses page.

The grid displays the following columns of information:

Analysis ID: Displays the value that is stored in the Analysis ID field in the RBI
Criticality Analysis record. This value appears as a hyperlink, which you can click
to access the datasheet for the RBI Criticality Analysis record. When you access
the datasheet for the RBI Criticality Analysis record via this hyperlink, you can
save, print, link reference documents to, and manage state assignments for the
RBI Criticality Analysis record. All other options on the toolbar above the
datasheet are disabled.
Equipment ID: Displays the value that is stored in the Equipment ID field in the
RBI Criticality Analysis record.

RBI Component: Displays the value that is stored in the Component field in the
RBI Criticality Analysis record.

Analysis Type: Displays one of the following values:

F: Indicates that the RBI Criticality Analysis record represents a Future


Risk Analysis.
W: Indicates that the RBI Criticality Analysis record represents a What If
Analysis.

No value is displayed in the Analysis Type column for RBI Criticality Analysis records
that represent main RBI Analyses.

Analysis Calculation Date: Displays the value that is stored in the Date Criticality
Calculated field in the RBI Criticality Analysis record.
Inspection Priority: Displays the value that is stored in the Inspection PriorityRolled Up field in the RBI Criticality Analysis record.

One column in the grid, Current State, does not correspond with an RBI Criticality
Analysis field. The Current State column contains an icon and caption that indicates the
state of the RBI Criticality Analysis record in that row. The various states correspond
with the caption that is displayed. The following table lists each state and its
corresponding icon.

State and
caption
Accepted by
ASM
Approved
Archived
Created
Implemented
Pending
Approval
Re-Evaluating
Rejected
Reserved for
What If
Risk Completed

Corresponding icon

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Analysis Tasks
The Analysis Tasks menu on the RBI - Review Analyses page contains links for various
actions that you can perform for the RBI Criticality Analysis records in the grid in the
RBI - Review Analyses section. The links that are displayed on the Analysis Tasks menu
will vary, depending upon the state of the RBI Criticality Analysis record that is selected
in the grid in the RBI - Review Analyses section. The preceding image is an example of
the Analysis Tasks menu when an RBI Criticality Analysis record that is in the Created
state is selected in the grid in the RBI - Review Analyses section.
The following table lists the links that are displayed on the Analysis Tasks menu, when
they are displayed, and the actions associated with each link.

Analysis
Tasks menu
link

Displayed when the


selected RBI
Criticality Analysis
record is in the
following state

Action associated with this link

Approve

Pending Approval

Transitioning an analysis from the


Pending Approval State to the
Approved state.

Finalize Risk

Created

Transitioning an analysis from the


Created state to the Risk Completed
state.

Approved

Transitioning an analysis from the


Approved state to the Implemented
state.

Reevaluate

Implemented

Transitioning an analysis from the


Implemented state to the ReEvaluating state.

Reimplement

Re-Evaluating

Transitioning an analysis from the

Implement

Re-Evaluating state to the


Implemented state.

Reject

Submit for
Approval

Pending Approval

Transitioning an analysis from the


Pending Approval state to the
Rejected State. You cannot perform
this action. RBI Criticality Analysis
records cannot be set to the
Rejected state.

Risk Completed

Transitioning an analysis from the


Risk Completed state to the Pending
Approval state.

The following link is always displayed:

Assign Analyses: This link is enabled only when more than one RBI Criticality
Analysis record is selected in the grid in the RBI - Review Analyses section. When
you click this link, the State Asignee window is displayed, which you can use to
manage the Security Users that are assigned to states for the selected RBI
Criticality Analysis records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Asset Tasks
The Asset Tasks menu on the RBI - Review Analyses page contains the following link:

Open Asset View: Displays the RBI Asset View page for the Equipment or
Functional Location record for which you accessed the RBI - Review Analyses
page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks
The Common Tasks menu on the RBI - Review Analyses page contains the following
links:

Print: Displays the Preview window, which shows a preview of how the grid that
is displayed in the RBI Review Analyses section will be printed. From the
Preview window, you can select print options and print the grid.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Help: Displays the context-sensitive Help topic for the RBI Review Analyses
page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the RBI Export and Import


Page
You can access the RBI Export and Import page to complete the export or import process
for Equipment records that you analyze in RBI.
To access the RBI Export and Import page:

On the RBI Start Page, click the RBI Import and Export link.

The RBI Export and Import page appears. In the RBI Export and Import workspace, the
Export tab is selected by default.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the RBI Export and Import


Page
The RBI Export and Import page contains the following items:

The RBI Export and Import workspace: Displays two tabs, Export and Import,
which are used to complete the export and import processes.
Task menus: Menus that provide access to specific functionality. The following
menus are available: Asset Tasks and Common Tasks.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Asset Tasks
The Asset Tasks menu on the RBI Export and Import page contains the following link:

Open Asset View: Displays the RBI Asset View page for the Equipment record that
is selected in the results grid on the Export tab of the RBI Export and Import
workspace. This link is enabled only when the Export tab is selected and the
results grid contains at least one row.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks
The Common Tasks menu on the RBI Export and Import page contains the following
links:

Print: Displays the Preview window, which shows a preview of how the contents
of the results grid on the Export tab in the RBI Export and Import workspace will
be printed. From the Preview window, you can select print options and print the
contents of the results grid.
Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.
Help: Displays the context-sensitive Help topic for the RBI Export and Import
page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Export and Import Workspace


The RBI Export and Import workspace on the RBI Export and Import page contains the
following tabs:

Export: Contains the following items:

Select Asset ID list: Your selections in this list determine which


Equipment records will be returned by the Export RBI Components by
Asset query, which is run when you click the Run Query button.

Run Query button: Runs the Export RBI Components by Asset query and
populates the grid in the results section with the Equipment records
selected in the Select Asset ID list and any Active Criticality Calculator
RBI Components record that is linked to one of the selected Equipment
records.

File Name text box: The name of the Microsoft Excel file to which you
want to export the data for Equipment records displayed in the grid in the
results section, along with their RBI associated records. Each time you
perform the export process, you must specify a unique file name in this
text box.

When you click the


button to the right of the File Name text box, the Save As
window appears, which you can use to navigate to a location to save the Microsoft Excel
file. The
button is enabled only when one or more records are displayed in the grid
in the search results.

Export All button: Displays the Export Status window, and if there are no
errors, exports ALL the Equipment records displayed in the results grid
and their associated RBI records to the Microsoft Excel file that you
specified in the File Name text box. This button is enabled only when a
file name is specified in the File Name text box.
Results grid: After you click the Run Query button, the results grid is
displayed below the File Name text box. One row is displayed in the grid
for each Active Criticality Calculator RBI Components record that is
linked to the Equipment records selected in the Select Asset ID list and
each Equipment record selected in the Select Asset ID list that is not
linked to at least one Criticality Calculator RBI Components record. The
grid contains the following columns of information:

Asset ID: The Record ID of the Equipment record.

Component: The value in the Component field in the Criticality


Calculator RBI Components record that is linked to the Equipment
record. If the Equipment record is not linked to at least one
Criticality Calculator RBI Components record, this cell is empty.

Functional Location: The value in the Functional Location field in


the Criticality Calculator RBI Component record that is linked to
the Equipment record. If the Equipment record is not linked to at
least one Criticality Calculator RBI Components record, this cell is
empty.

The following image shows an example of what the Export tab looks like when you have
selected values in the Select Asset ID list, clicked the Run Query button, and specified a
file in the File Name text box.

Import: Contains the following items:

File Name text box: The name of the Microsoft Excel file containing the
Equipment and RBI data that you want to import to the Meridium APM
system to create new records and/or update existing records based upon
information that you have specified via the Microsoft Excel file.
Import button: Displays the Import Status window, and if there are no
errors, imports the data in the Microsoft Excel file specified in the File

Name text box. New records are created and/or existing records are
updated based upon the data that you specified in the Microsoft Excel file.
The following image shows an example of what the Import tab looks like when a file
name has been specified in the File Name text box.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the <Export or Import> Status


Window
The <Export or Import> Status window is displayed when you perform the export or
import procedure. This window is labeled according to the procedure that you are
performing when it is displayed.

When you are performing the export procedure, the window is labeled Export
Status.
When you are performing the import procedure, the window is labeled Import
Status.

Throughout the documentation, the <Export or Import> Status window is referred to as


the Export Status window or the Import Status window.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Export Status Window


The Export Status window is displayed when you perform the export procedure, and the
window displays the status of the export procedure.

The Export Status window contains a status bar that displays the status of the export
procedure. When the export procedure is complete, the text Export completed
successfully is displayed.
Note: If the text above the status bar indicates that the export procedure was not
completed successfully, the Meridium APM Application Server machine could be down,
or you might not have the necessary Windows permissions to the folder containing the
file to which you are trying to export data. You should contact your organization's IT
department to resolve these issues.
The following buttons are displayed below the status bar:

Save Log: Displays the Save As window, where you can save a log of the export
to an external file.
Close: Closes the Export Status window.

Help: Displays the context sensitive help for the Export Status window.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Import Status Window


The Import Status window is displayed when you perform the import procedure, and the
window displays the status of the import procedure.

The Import Status window contains a status bar that displays the status of the import
procedure. When the import procedure is completed successfully, the text Import
completed successfully is displayed. When there are one or more errors associated with
the import procedure, the text Import complete with errors is displayed above the status
bar, and a grid displaying the errors is displayed below the status bar. The following
image shows an example of the Import Status window when there are errors associated
with the import procedure.

The following columns are displayed in the grid when there are one or more errors
associated with the import procedure:

Entry Date: Displays the date and time that the import procedure was performed.

Asset ID: Displays the Record ID of the Equipment record for whose associated
RBI record the import error occurred.

Component ID: Displays the value in the Component field in the Criticality
Calculator RBI Components record for which the import error occurred or for
whose associated RBI record for which the import error occurred.

Message: Displays details about the specific import error that occurred.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI System Records


Using Meridium APM, you can create RBI System records and link them to Functional
Location records, where the RBI System record is the successor record. You can also link
RBI System records to Criticality Calculator RBI Components records and Potential
Degradation Mechanisms records, where the RBI System record is the predecessor
record.
When an RBI System record is linked to a Potential Degradation Mechanisms record, that
Potential Degradation Mechanisms record will be linked automatically to any Criticality
Calculator RBI Components records (but not Criticality Calculator PRD Components
records) that you later link to the RBI System record manually.
You can create or open RBI System records from the RBI System List page. When you
do so, the RBI System record will appear on the RBI Unit View page, which displays a
tree structure containing nodes that represent the predecessor Functional Location record
and the successor Criticality Calculator RBI Components records to which the RBI
System record is linked.
From the RBI Unit View page, you can:

Create new Criticality Calculator RBI Components records to link to an RBI


System record.
Link existing Criticality Calculator RBI Components records to an RBI System
record.

Link Potential Degradation Mechanisms records to an RBI System record.

Unlink Potential Degradation Mechanisms records from an RBI System record.

Unlink an RBI System record from a Functional Location record.

Delete an RBI System record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Setting Up RBI Systems


You will need to complete the following steps to set up your RBI Systems. In most cases,
you will complete these steps as an early configuration procedure. You will probably not
need to repeat these steps after the RBI Systems have been configured unless you add a
new RBI Component, remove an RBI Component, or need to set up an additional RBI
System.
To set up RBI Systems:
1. Identify the units whose RBI Systems you want to manage, and make sure that a
Functional Location record whose Is a Unit? field is set to True exists to represent
these units.
2.
Create RBI System records that are linked to the Functional Location records that
you identified in step 1.
3.
Link Potential Degradation Mechanisms records to the RBI System records that
you created in step 2.
3.
Create new Criticality Calculator RBI Components records and link them to the
RBI System records that you created in step 2.
-orLink existing Criticality Calculator RBI Components records to the RBI System records
that you created in step 2.
5. Validate the Potential Degradation Mechanisms records that were linked
automatically to the Criticality Calculator RBI Components records. If needed,
you can:
5.

Unlink Potential Degradation Mechanisms records from the Criticality


Calculator RBI Components records.

Link additional Potential Degradation Mechanisms records to the


Criticality Calculator RBI Components records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the RBI System List Page


To access the RBI System List page:

On the RBI Start Page, click the Manage RBI Systems by Unit link.

The RBI System List page appears, displaying the Manage RBI System query, which is
stored in the Catalog in the folder \\Public\Meridium\Modules\Risk Based
Inspection\Queries.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the RBI System List Page


The RBI System List page lets you run the Manage RBI System query to access a list of
existing RBI System records that meet your query criteria.
The Manage RBI System query is stored in the Meridium APM Catalog in the folder
\\Public\Meridium\Modules\Risk Based Inspection\Queries. The baseline Manage RBI
System query contains the Process Unit prompt, which appears at the top of the page as a
drop-down list that contains Functional Location records that meet the following criteria:

The Functional Location record is linked to a RBI System record.


The Functional Location record has been defined as a unit.

Each time that you access the RBI System List page, you will need to run the Manage RBI
System query. You can click any hyperlinked RBI System ID displayed in the query
results to open the RBI System record on the RBI Unit View - <Functional Location
Record ID> page, where <Functional Location Record ID> is the Record ID of the
Functional Location record to which the RBI System record is linked.

To open multiple RBI System records, you can select the rows containing the desired RBI
System records and click the Open link on the System Tasks menu.
The RBI System List page also contains the following task menus: System Tasks and
Common Tasks.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

System Tasks

The System Tasks menu on the RBI System List page contains the following links:

Create System: Displays the Find Existing Units window, where you can search
for a Functional Location record that you want to link to a new RBI System
record.
Open: Opens the selected RBI System records on the RBI Unit View - <Functional
Location Record ID> page, where <Functional Location Record ID> is the
Record ID of the Functional Location record that is linked to the first RBI System
record that you selected on the RBI System List page.

Note: This link is enabled only if at least one RBI System record is selected in the list of
query results.

Delete System: After asking for confirmation, deletes the selected RBI System
records. Note that you can delete an RBI System record only if it is not linked to
any successor records (e.g., Criticality Calculator RBI Components records).

Note: This link is enabled only if at least one RBI System record is selected in the list of
query results.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks

The Common Tasks menu on the RBI System List page contains the following links:

Print: Displays the Preview window, which shows a preview of how the list of
query results will be printed. From the Preview window, you can select print
options and print the record.

Note: This link is enabled only if at least one RBI System record is selected in the list of
query results.

Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.

Note: This link is enabled only if at least one RBI System record is selected in the list of
query results.

Help: Displays the context-sensitive Help topic for the RBI System List page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Running the Manage RBI System Query


You can run the RBI System query to view a list of RBI System records that are
associated with a unit.
To run the Manage RBI System Query:
1. On the RBI System List page, in the Process Unit list, select the desired
Functional Location records (i.e., units).
2. Click the Run Query button.

The query results appear in a grid below the Process Unit list.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating an RBI System Record


To create an RBI System record:
1. On the RBI System List page, on the System Tasks menu, click the Create System
link.
The Find Existing Units window appears.

The value in the Search In list is set by default to Functional Location.


2. If desired, add criteria to the search.
3. When you are finished adding criteria to the search, click the Find Now button.
The search results appear, displaying all Functional Location records that meet the
specified criteria.
4. In the search results, select the row containing the Functional Location record to
which you want to link the new RBI System record, and click the Select button.
The RBI Unit View - <Functional Location Record ID> page appears, where <Functional
Location Record ID> is the Record ID of the Functional Location record that you
selected on the Find Existing Units window. By default, the node representing the
Functional Location record to which the new RBI System record is linked is selected by
default in the RBI Explorer pane.

5. In the RBI Explorer pane, select the node representing the new RBI System
record. This node is represented by the icon.
The RBI System datasheet for the new RBI System record appears in the datasheet area.
6. Enter the desired values on the RBI System datasheet.
7. When you are finished entering the desired values, on the datasheet toolbar, click
the button to save the record.
The RBI System record is saved to the database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Opening an RBI System Record


To open an RBI System record:
1. On the RBI System List page, in the Process Unit list, select the Functional
Location records that are linked to the RBI System records that you want to open.

2. Click the Run Query button.


The query results appear in the grid below the Process Unit list. The grid contains a row
for each RBI System record that is linked to a Functional Location record that you
selected in the Process Unit list.

3. To open a single RBI System record, in the grid, in the row containing the RBI
System record that you want to open, click the hyperlink in the RBI System ID
cell.
-orTo open multiple RBI System records, in the grid, select the rows containing the RBI
System records that you want to open, and click the Open link on the System Tasks
menu.
The RBI Unit View - <Functional Location Record ID> page appears. The RBI Explorer
pane contains a node for each RBI System record that you selected on the RBI System
List page, grouped by nodes representing the Functional Location records to which the
RBI System records are linked. By default, the top Functional Location node is selected.

4. To view one of the RBI System records that you selected on the RBI System list
page, in the RBI Explorer pane, select the node representing the RBI System
record that you want to view.
The RBI System datasheet for the selected RBI System record appears in the datasheet
area.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Associating Potential Degradation


Mechanisms with a System
You can use the Potential Degradation Mechanisms section on the RBI Unit View page to
link Potential Degradation Mechanisms records to an RBI System record. Note that no
Potential Degradation Mechanisms records are linked to an RBI System record by
default, but in order for the RBI Analysis to be calculated without errors, you must link at
least the following Potential Degradation Mechanism records to every RBI System
record:

Criticality Calculator External Corrosion

Criticality Calculator Internal Corrosion

To link Potential Degradation Mechanisms records to an RBI System record:


1. Open the RBI System record to which you want to link Potential Degradation
Mechanisms records.
The RBI Unit View page appears. The RBI Explorer pane contains a node for the RBI
System record that you selected on the RBI System List page, grouped under the node

representing the Functional Location record to which the RBI System record is linked. By
default, the top Functional Location node is selected.

2. In the RBI Explorer pane, select the node representing the RBI System record to
which you want to link Potential Degradation Mechanisms records.
The RBI System datasheet for the selected RBI System record appears in the datasheet
area.

3. In the Potential Degradation Mechanisms section, click the

button.

The Link Existing Potential Degradation Mechanisms to <RBI System Record ID>
window appears, where <RBI System Record ID> is the Record ID of the RBI System
record that was displayed in the datasheet area on the RBI Unit View page.

The value in the Search In list is set by default to Potential Degradation Mechanisms. You
cannot select another value.
4. If desired, add criteria to the search.
5. When you are finished adding criteria to the search, click the Find Now button.
The search results appear, displaying all Potential Degradation Mechanisms records that
meet the specified criteria and that are not already linked to the selected RBI System
record.

6. In the search results, select the rows containing the Potential Degradation
Mechanisms records that you want to link to the RBI System record, and click the
Select button.
The selected records appear in the grid in the Potential Degradation Mechanisms section.
In the following image, the new Potential Degradation Mechanism record is outlined in
red.

7. On the datasheet toolbar above the RBI System record, click the

button.

The Potential Degradation Mechanisms records are linked to the RBI System record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Removing the Association Between


Potential Degradation Mechanisms and
Systems
To unlink a Potential Degradation Mechanisms record from an RBI System record:
1. Open the RBI System record from which you want to unlink a Potential
Degradation Mechanisms record.

The RBI Unit View page appears. The RBI Explorer pane contains a node for the RBI
System record that you selected on the RBI System List page, grouped under the node
representing the Functional Location record to which the RBI System record is linked. By
default, the top Functional Location node is selected.

2. In the RBI Explorer pane, select the node representing the RBI System record
from which you want to unlink Potential Degradation Mechanisms record.
The RBI System datasheet for the selected RBI System record appears in the datasheet
area.
3. In the Potential Degradation Mechanisms section, select the row containing the
Potential Degradation Mechanisms record that you want to unlink from the RBI
System record, and click the

button.

A message appears, asking if you are sure that you want to unlink the Potential
Degradation Mechanisms record from the RBI System record.
4. Click the Yes button.
The RBI System record is unlinked from the selected Potential Degradation Mechanisms
record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Removing an RBI System from a Unit


To unlink an RBI System record from a Functional Location record:
1. Open the RBI System record that you want to unlink from a Functional Location
record.
The RBI Unit View page appears. The RBI Explorer pane contains a node for the RBI
System record that you selected on the RBI System List page, grouped under the node
representing the Functional Location record to which the RBI System record is linked. By
default, the top Functional Location node is selected.

2. In the RBI Explorer pane, select the node representing the RBI System record that
you want to unlink from a Functional Location record.
3. On the System Tasks menu, click the Unlink System from Unit link.
The RBI System record is unlinked from the Functional Location record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Deleting an RBI System Record


Note: You can delete an RBI System record only if it is not linked to any successor
records (e.g., Potential Degradation Mechanisms records).
To delete an RBI System record:
1. Open the RBI System record that you want to delete.
The RBI Unit View page appears. The RBI Explorer pane contains a node for the RBI
System record that you selected on the RBI System List page, grouped under the node
representing the Functional Location record to which the RBI System record is linked. By
default, the top Functional Location node is selected.

2. In the RBI Explorer pane, select the node representing the RBI System record that
you want to delete.
3. On the System Tasks menu, click the Delete System link.
A confirmation message appears, asking if you are sure that you want to delete the RBI
System record.
4. Click the Yes button.
The RBI System record is deleted.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Managing Criticality Calculator


RBI Components Records
You can open existing Criticality Calculator RBI Components records from the RBI
Component List page. When you do so, the RBI Asset View page appears, displaying a
tree structure that contains a node representing the Criticality Calculator RBI
Components record, the predecessor Equipment record, and the successor RBI Criticality
Analysis records to which the Criticality Calculator RBI Components record is linked.
From the RBI Asset View page, you can manage Criticality Calculator RBI Components
records by:

Creating new Criticality Calculator RBI Components records to link to any


Equipment record that is represented in the RBI Explorer pane.
Deleting a Criticality Calculator RBI Components record.

Note that if you open an RBI System record from the RBI System List page, the RBI
System record and the Criticality Calculator RBI Components records to which it is
linked will be represented in the RBI Explorer pane on the RBI Unit View page. From this
page, you can manage Criticality Calculator RBI Components records by:

Creating new Criticality Calculator RBI Components records to link to an RBI


System record.
Linking existing Criticality Calculator RBI Components records to an RBI
System record.

Linking Potential Degradation Mechanisms records to the Criticality Calculator


RBI Components record.

Unlinking Potential Degradation Mechanisms records from a Criticality


Calculator RBI Components record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the RBI Component List Page


To access the RBI Component List page:

On the RBI Start Page, click the Manage RBI Components by Asset link.

The RBI Component List page appears.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the RBI Component List


Page
You can use the RBI Component List page to run the Manage RBI Components query to
access a list of existing Criticality Calculator RBI Component records that meet your
query criteria.
The Manage RBI Components query is stored in the Meridium APM Catalog in the folder
\\Public\Meridium\Modules\Risk Based Inspection\Queries. The baseline Manage RBI
Components query contains the Select Asset ID prompt, which appears at the top of the
page as a drop-down list that contains various options.
Each time that you access the RBI Component List page, you will need to run the Manage
RBI Components query. You can select any row in the query results and click the Open
link on the Component Tasks menu to open the associated Criticality Calculator RBI
Components record on the RBI Asset View - <Equipment Record ID> page, where
<Equipment Record ID> is the Record ID of the Equipment record to which the selected
Criticality Calculator RBI Components record is linked.
The RBI Component List page also contains the following task menus: Component Tasks
and Common Tasks.
Hint: If desired, you can customize the column display.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Component Tasks

The Component Tasks menu on the RBI Component List page contains the following
links:

Create RBI Component: Displays the Create Component window, where you can
specify the type of Criticality Calculator RBI Components record that you want to
create and the Equipment record to which it should be linked.
Open: Opens the selected Criticality Calculator RBI Components records on the
RBI Asset View - <Equipment Record ID> page, where <Equipment Record ID>
is the Record ID of the Equipment record that is linked to the first Criticality
Calculator RBI Components record that you selected on the RBI Component List
page.

Note: This link is enabled only if at least one Criticality Calculator RBI Components
record is selected in the list of query results.

Delete RBI Component: After asking for confirmation, deletes the selected
Criticality Calculator RBI Components records. Note that you can delete a
Criticality Calculator RBI Components record only if it is not linked to any
successor records (e.g., Potential Degradation Mechanisms records).

Note: This link is enabled only if at least one Criticality Calculator RBI Components
record is selected in the list of query results.

Copy Selected Component: Displays the Find Asset window, where you can select
the Equipment record to which you want to copy the selected Criticality
Calculator RBI Components record. After you select an Equipment record and
click OK, the RBI Asset View page appears, where the RBI Explorer pane displays
a node representing the selected Equipment record at the root level, followed by
the copied Criticality Calculator RBI Components record and any other Criticality
Calculator RBI Components records that are linked to it.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks

The Common Tasks menu on the RBI Component List page contains the following links:

Print: Displays the Preview window, which shows a preview of how the list of
query results will be printed. From the Preview window, you can select print
options and print the record.

Note: This link is enabled only if at least one Criticality Calculator RBI Components
record is selected in the list of query results.

Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.

Note: This link is enabled only if at least one Criticality Calculator RBI Components
record is selected in the list of query results.

Help: Displays the context-sensitive Help topic for the RBI Component List page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Running the Manage RBI Components


Query
To run the Manage RBI Components Query:
1. On the RBI Component List page, in the Select Asset ID list, select the desired
Equipment records.
2. Click the Run Query button.
The query results appear in a grid below the Select Asset ID list.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Creating Criticality Calculator


RBI Components Records
There are multiple ways in which you can create Criticality Calculator RBI Components
records, depending on the page that you are viewing and the node that is selected in the
RBI Explorer pane. The following table lists your options for creating Criticality
Calculator RBI Components records.

From this page:


RBI Asset View

...You have these options:

Create a Criticality
Calculator RBI
Components record from
scratch. The new record
will be linked to the
Equipment record that is
represented by the
selected node.

Create multiple
Criticality Calculator
RBI Components records
by copying ALL the
Criticality Calculator
RBI Components records
that are linked to the
Equipment record that is
represented by the
selected node.

Create a single
Criticality Calculator
RBI Components record
by copying the Criticality

Notes
You can access the RBI Asset
View page by opening a
Criticality Calculator RBI
Components record.

Calculator RBI
Components record that
is represented by the
selected node.

RBI Unit View

Create a Criticality
Calculator RBI
Components record from
scratch. The new record
will be linked to the RBI
System record that is
represented by the
selected node.

You can access the RBI Unit


Create a Criticality
View page by opening an RBI
Calculator RBI
System record.
Components record by
copying the Criticality
Calculator RBI
Components record that
is represented by the
selected node. The new
record will be linked to
the same RBI System
record as the record that
is represented by the
selected node.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Opening a Criticality Calculator RBI


Components Record
To open a Criticality Calculator RBI Components record:
1. On the RBI Component List page, in the Select Asset ID list, select the Equipment
records that are linked to the Criticality Calculator RBI Components records that
you want to open.
2. Click the Run Query button.
The query results appear in the grid below the Select Asset ID list. The grid contains a
row for each Criticality Calculator RBI Components record that is linked to an
Equipment record that you selected in the Select Asset ID list.

3. To open a single Criticality Calculator RBI Components record, in the grid, in the
row containing the Criticality Calculator RBI Components record that you want to
open, click the hyperlink in the Component cell.
-orTo open multiple Criticality Calculator RBI Components records, in the grid, select the
rows containing the Criticality Calculator RBI Components records that you want to
open, and click the Open link on the Component Tasks menu.
The RBI Asset View page appears. The RBI Explorer pane contains a node for each
Criticality Calculator RBI Components record that you selected on the RBI Component
List page, grouped by nodes representing the Equipment records to which the Criticality
Calculator RBI Components records are linked. By default, the top Equipment node is
selected.

4. To view one of the Criticality Calculator RBI Components records that you
selected on the RBI Component List page, in the RBI Explorer pane, select the
node representing the Criticality Calculator RBI Components record that you
want to view.

The datasheet for the selected Criticality Calculator RBI Components record appears in
the datasheet area.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating an RBI Component from


Scratch
To create a new Criticality Calculator RBI Components record from scratch and link it to
an RBI System record:
1. Open the RBI System record to which you want to link a new Criticality
Calculator RBI Components record.
On the RBI Unit View page, the RBI System datasheet for the selected RBI System
record appears in the datasheet area.

2. On the Component Tasks menu, click the Create RBI Component link.
The Create Component window appears.

3. To the right of the Asset box, click the Find Now button.
The Find Asset window appears.

4. In the Search In list, select Equipment.


5. Click the Find Now button.
The search results appear, displaying all Equipment records that meet the specified
criteria.

6. In the search results, select the row containing the Equipment record representing
the piece of equipment to which the component belongs, and click the Select
button.
The Create Component window returns to focus, and the Asset cell is populated with the
Record ID of the selected Equipment record.

7. In the Component Family list, select the family to which the new Criticality
Calculator RBI Components record should belong.
8. In the Component Type list, select the appropriate component type. The list
contains all values that exist in the CriticalityItemType field in the
EquipmentTypes records that exist in the database.
9. Click OK.
The RBI Unit View page returns to focus, and a node representing the new Criticality
Calculator RBI Components record appears in the RBI Explorer pane.

10. Complete the fields on the datasheet as desired.


11. When you are finished completing the fields, on the datasheet toolbar, click the
button to save the record.
The Criticality Calculator RBI Components record is saved to the database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Copying an Existing RBI Component


To create a Criticality Calculator RBI Components record by copying an existing one that
is linked to an RBI System record:
1. Access the RBI Unit View page.
The RBI Unit View page appears. By default, the Functional Location node is selected in
the RBI Explorer pane.

2. In the RBI Explorer pane, expand the node representing the RBI System record
that is linked to the Criticality Calculator RBI Components record that you want
to copy. In the following image, the RBI System RBISYS-837 is expanded.

3. In the RBI Explorer pane, below the RBI System node that you expanded, select
the node representing the Criticality Calculator RBI Components record that you
want to copy to create a new Criticality Calculator RBI Components record. In the
following image, the Criticality Calculator RBI Components node is selected.

4. On the Component Tasks menu, click the Copy Selected Component link.
The Find Asset window appears.

5. Click the Find Now button.


The search results appear, displaying all Equipment records that meet the specified
criteria.

6. In the search results, select the row containing the Equipment record representing
the equipment to which the new component belongs, and click the Select button.
A new node representing the new Criticality Calculator RBI Components record appears
in the RBI Explorer pane. In the datasheet, you can see that the values from the source
Criticality Calculator RBI Components record were copied to the new record, with the
exception of the values in the following fields:

Asset Identifier

Component Description

Component Start Date

Functional Location

Source of Calculated Corrosion Rate

In addition, the new Criticality Calculator RBI Components record is linked to:

The Potential Degradation Mechanisms records that are linked to the


source record.

The RBI System record that is linked to the source record.

The Equipment record that you selected on the Find Asset window.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Assigning Existing RBI Components to


an RBI System
To link an existing Criticality Calculator RBI Components record to an RBI System
record:
1. Access the RBI Unit View page.
The RBI Unit View page appears. By default, the Functional Location node is selected in
the RBI Explorer pane.

2. In the RBI Explorer pane, select the node representing the RBI System record that
you want to link to an existing Criticality Calculator RBI Component record. In
the following image, the RBI System RBISYS-837 is selected.

3. On the Component Tasks menu, click the Link Existing RBI Component link.
The Find Existing RBI Components window appears, displaying the Select RBI
Components query.

4. In the Asset list, select the Equipment record that is linked to the Criticality
Calculator RBI Components record that you want to link to the RBI System
record. The Asset list contains all records in the Equipment family. The first
record in that list is selected by default.
5. Click the Run Query button.
The query results appear below the Asset list, displaying all active Criticality Calculator
RBI Components records that are:
o
o

Linked to the selected Equipment record.

NOT linked to an RBI System record.

- and -

6. In the grid, select the rows containing the Criticality Calculator RBI Components
records that you want to link to the RBI System record, and click the Link button.
The RBI Unit View page returns to focus, and the selected Criticality Calculator RBI
Components records are linked to the RBI System record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Removing an RBI Component from an


RBI System

To unlink a Criticality Calculator RBI Components record from an RBI System record:
1. Access the RBI Unit View page.
The RBI Unit View page appears. By default, the Functional Location node is selected in
the RBI Explorer pane.

2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record that you want to unlink from the RBI System record.
3. On the Component Tasks menu, click the Unlink RBI Component link.
The Criticality Calculator RBI Components record is unlinked from the RBI System
record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating an RBI Component from


Scratch
To create a new Criticality Calculator RBI Components record from scratch and link it to
an Equipment record:
1. Access the RBI Asset View page for the Equipment record to which you want to
link a new Criticality Calculator RBI Components record.
2. On the Component Tasks menu, click the Create RBI Component link.
The Create Component window appears. The Asset box is populated automatically with
the Record ID of the Equipment record that it represented by the node that is selected in
the RBI Explorer pane.

3. In the Component Family list, select the family to which the new Criticality
Calculator RBI Components record should belong.

The selected family appears in the Component Family list box.

4. In the Component Type list, select the desired component type.

The selected type appears in the Component Type list box.

5. Click OK.
The RBI Asset View page returns to focus, and a node representing the new Criticality
Calculator RBI Components record appears in the RBI Explorer pane below the node
representing the Equipment record to which it is linked. In the following image, the new
Criticality Calculator RBI Component is highlighted in the RBI Explorer pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Copying a Single RBI Component


To create a Criticality Calculator RBI Components record by copying an existing one that
is linked to an Equipment record:
1. Access the RBI Asset View page for the Equipment record that is linked to the
Criticality Calculator RBI Components record that you want to copy to create a
new Criticality Calculator RBI Components record.
2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record that you want to copy. In the following image, the
Equipment node has been expanded to show nodes representing the associated
Criticality Calculator RBI Components records, and the Criticality RBI

Component E0014B Heat Exchanger-Shell 000000000001056830 node has been


selected.

3. On the Component Tasks menu, click the Copy Selected Component link.
The Find Asset window appears.

The value in the Search In list is set by default to Equipment.


4. Click the Find Now button.
The search results appear, displaying all Equipment records that meet the specified
criteria.

5. In the search results, select the row containing the Equipment record representing
the piece of equipment to which the new component belongs, and click the Select
button.
The new Criticality Calculator RBI Components record is created. A node representing
that record and the Equipment record that is linked to it appears in the RBI Explorer
pane. In the following image, the new Criticality Calculator RBI Components node is
selected.

On the datasheet, you can see that the values from the source Criticality Calculator RBI
Components record were copied to the new record, with the exception of the values in the
following fields:
1.
o

Asset Identifier

Component Description

Component Start Date

Functional Location

Source of Calculated Corrosion Rate

In addition, the new Criticality Calculator RBI Components record is linked to:
1.
o

The Potential Degradation Mechanisms records that are linked to the


source record.

The RBI System record that is linked to the source record.

The Equipment record that you selected on the Find Asset window.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Copying All RBI Components for an


Equipment Record
To create multiple Criticality Calculator RBI Components records by copying all the
existing ones that are linked to an Equipment record:
1. Access the RBI Asset View page for the Equipment record that is linked to the
Criticality Calculator RBI Components records that you want to copy to create
new Criticality Calculator RBI Components records.
2. In the RBI Explorer pane, select the node representing the Equipment record that
is linked to the Criticality RBI Component records you want to copy to create new
Criticality Calculator RBI Components records. In the following image, the node
representing Equipment record B0001-107 ~ 000000000001063222 HEATER THERMAL REACTOR - SULFUR PIT ~ Heater FIX HEA FIR is selected in the
RBI Explorer pane.

3. On the Component Tasks menu, click the Copy Asset Components link.
The Find Asset window appears.

The value in the Search In list is set by default to Equipment.

4. Click the Find Now button.


The search results appear, displaying all Equipment records that meet the specified
criteria.

5. In the search results, select the rows containing the Equipment records
representing the equipment to which the new components belong, and click the
Select button.
The new Criticality Calculator RBI Components records are created. The RBI Explorer
pane is refreshed to contain nodes representing these new records and the Equipment
records that are linked to them.

On the datasheets, the values from the source Criticality Calculator RBI Components
records were copied to the new records, with the exception of the values in the following
fields:

Asset Identifier

Component Description

Component Start Date

Functional Location

Source of Calculated Corrosion Rate

In addition, each new Criticality Calculator RBI Components records is linked to:

The Potential Degradation Mechanisms records that are linked to the


source record.

The RBI System record that is linked to the source record.

The Equipment record that you selected on the Find Asset window.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Associating a Potential Degradation


Mechanism with an RBI Component
When you link a Criticality Calculator RBI Components record to an RBI System record,
the Potential Degradation Mechanisms records that are linked to the RBI System record
are linked automatically to that Criticality Calculator RBI Components record. If desired,
you can link additional Potential Degradation Mechanisms records to the Criticality
Calculator RBI Components record or unlink any of the Potential Degradation
Mechanisms records from the Criticality Calculator RBI Components record.
Note that after you create an analysis that is linked to a Criticality Calculator RBI
Components record, the Potential Degradation Mechanisms records that are linked to the
Criticality Calculator RBI Components record will be used to create RBI Degradation
Mechanisms records that will be linked to the RBI Criticality Analysis.
To link a Potential Degradation Mechanisms record to a Criticality Calculator RBI
Components record manually:
1. Access the RBI Unit View page.
The RBI Unit View page appears. By default, the Functional Location node is selected in
the RBI Explorer pane.

2. In the RBI Explorer pane, expand the node representing the RBI System record
that is linked to the Criticality Calculator RBI Components record to which you
want to link additional Potential Degradation Mechanisms records.

3. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record to which you want to link additional Potential
Degradation Mechanisms records.
In the following image, the node representing the Criticality Calculator RBI Components
record Cylindrical Shell ~ HXST 102 is selected in the RBI Explorer pane.

4. In the Potential Degradation Mechanisms section, click the

button.

The Link Existing Potential Degradation Mechanisms to <Criticality Calculator RBI


Components Record ID> window appears, where <Criticality Calculator RBI
Components Record ID> is the Record ID that is associated with the Criticality
Calculator RBI Components node that is selected in the RBI Explorer pane. The value in
the Search In list is set by default to Potential Degradation Mechanisms. You cannot
select another value.

Note: If an administrative user has completed the appropriate configuration steps via the
Configuration Manager application, the list of Potential Degradation Mechanisms records
will be limited to only those that apply to the selected Criticality Calculator RBI
Components record (based on the value in the Component Type field).
5.

If desired, add criteria to the search.

5.

Click the Find Now button.

The search results appear, displaying all Potential Degradation Mechanisms records that
meet the specified criteria and that are not already linked to the selected Criticality
Calculator RBI Components record.

7. In the search results, select the rows containing the Potential Degradation
Mechanisms records that you want to link to the Criticality Calculator RBI
Components record, and click the Select button.
The RBI Unit View page returns to focus, and the selected Potential Degradation
Mechanisms records are displayed in the Potential Degradation Mechanisms section.

8. In the datasheet section, click the

button.

The Criticality Calculator RBI Components record is saved, and the selected Potential
Degradation Mechanisms records are linked to it.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Removing the Association Between a


Potential Degradation Mechanism and
an RBI Component
To unlink a Potential Degradation Mechanisms record from a Criticality Calculator RBI
Components record manually:
1. Access the RBI Unit View page.
The RBI Unit View page appears. By default, the Functional Location node is selected in
the RBI Explorer pane.

2. In the RBI Explorer pane, expand the node representing the RBI System record
that is linked to the Criticality Calculator RBI Components record from which
you want to unlink a Potential Degradation Mechanisms record.

3. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record from which you want to unlink a Potential Degradation
Mechanisms record.
In the following image, the node representing the Criticality Calculator RBI Components
record Cylindrical Shell ~ HXST 102 is selected in the RBI Explorer pane.

4. In the Potential Degradation Mechanisms section, select the row containing the
record that you want to unlink from the Criticality Calculator RBI Components
record, and click the

button.

A message appears, asking if you are sure that you want to unlink the Potential
Degradation Mechanisms record from the Criticality Calculator RBI Components record.
5. Click the Yes button.
The RBI Unit View page returns to focus, and the Criticality Calculator RBI Components
record is unlinked from the selected Potential Degradation Mechanisms record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Inactivating a Criticality


Calculator RBI Components Record
In some cases, you might determine that the Potential Degradation Mechanisms records
that are linked to a Criticality Calculator RBI Components record are no longer valid. For
example, suppose the Equipment record Water Heater is linked to the Criticality
Calculator RBI Components record Tank, which is linked to the Potential Degradation
Mechanisms record Internal Corrosion. The combination of these three records indicates
that the tank in the water heater can fail by corroding as a result of the water that it holds.
Now, suppose that you decide to replace your tank water heater with a tankless water
heater, which works by heating the incoming water on demand rather than constantly reheating the water that is stored in the tank in a traditional tank water heater. As a result of
switching to a tankless water heater, the water heater no longer runs the risk of corroding
because it does not hold water. You determine, therefore, that the Internal Corrosion
Potential Degradation Mechanisms record is invalid.
If you determine that all of the Potential Degradation Mechanisms records that are linked
to a Criticality Calculator RBI Components record are invalid, you can inactivate that
Criticality Calculator RBI Components record. When you do so:

The value in the Component Status field in that Criticality Calculator RBI
Components record is set to Inactive.
The state of the RBI Criticality Analysis record that belongs to the active RBI
Analysis for that Criticality Calculator RBI Components record is set to Archived.
The RBI Explorer pane is refreshed to show the icon for the node representing
the inactive Criticality Calculator RBI Components record.

Note: If you navigate away from the RBI Asset View page and then return to it, the node
representing the inactive Criticality Calculator RBI Components record is hidden from
the RBI Explorer pane by default because the RBI Criticality Analysis record to which it
is linked is set to the Archived state, causing it to become part of an inactive RBI
Analysis. Remember that the RBI Explorer pane is configured to display only nodes
representing active RBI Analyses when you first access the page. To view nodes
representing inactive RBI Analyses and the inactive Criticality Calculator RBI
Components records to which they are linked, you can click the View All Analyses link
on the Analysis Tasks menu.

If the associated RBI Criticality Analysis record is linked to RBI


Recommendation records that are set to any of the following states, the state of
those RBI Recommendation records are set to Archived:

Cancelled

Implemented

Not Required

Proposed

Rejected

Pending Approval

Accepted by ASM

Note that RBI Recommendation records that are set to the Consolidated or Superseded
state will not be set to the Archived state automatically. Instead, the master
Recommendation record to which they are linked will be set to the Archived state. In
addition, the RBI Criticality Analysis record that is linked to that master
Recommendation record will be set to the Archived state.

If the Equipment record to which the inactive Criticality Calculator RBI


Components record is linked has been promoted to ASM:

The Risk records that were created from the associated RBI Degradation
Mechanisms records are either deleted or flagged for deletion, depending
upon the state of the Asset Strategy record. Specifically:

If the Asset Strategy record was set to the Active state when you
inactivated the Criticality Calculator RBI Components record, the
Risk records are flagged for deletion, and the Asset Strategy state
is set to Modified.
If the Asset Strategy record had never been set to the Active state
before you inactivated the Criticality Calculator RBI Components
record, the Risk records are deleted automatically, and the Asset
Strategy state is not changed.

The strategy indicator is set to None.

Note: You cannot inactivate a Criticality Calculator RBI Components record whose
associated Equipment record is linked to an Asset Strategy record that is set to the
Pending Review state.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inactivating a Criticality Calculator RBI


Components Record
You can inactivate a Criticality Calculator RBI Components record via the RBI Asset
View page.
To inactivate a Criticality Calculator RBI Components record:
1. Open the Criticality Calculator RBI Components record that you want to
inactivate.
On the RBI Asset View page, the datasheet for the selected Criticality Calculator RBI
Components record appears in the datasheet area.

2. On the Component Tasks menu, click the Inactivate Component link.


A message appears, asking if you are sure that you want to inactivate the record.
3. Click the Yes button.
The Criticality Calculator RBI Components record is inactivated, and the RBI Explorer
pane is updated to display the icon for the node representing the inactive Criticality
Calculator RBI Components record. For example, in the following image, you can see the
icon beside the highlighted node representing the Criticality Calculator RBI
Components record that has been inactivated.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Deleting a Criticality Calculator RBI


Components Record
Note: Before you can delete a Criticality Calculator RBI Components record, you must
delete or unlink any successor records to which it is linked.
To delete a Criticality Calculator RBI Components record:
1. Open the Criticality Calculator RBI Components record that you want to delete.
On the RBI Asset View page, the datasheet for the selected Criticality Calculator RBI
Components record appears in the datasheet area.

2. On the Component Tasks menu, click the Delete RBI Component link.
A message appears, asking if you are sure that you want to delete the record.
3. Click the Yes button.
The Criticality Calculator RBI Component record is deleted from the database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Options for Creating Main RBI


Analyses
To create a main RBI Analysis, you can:

Create the analysis from scratch.

Create the analysis as a copy of an existing analysis. When you create a main RBI
analysis as a copy of an existing analysis, most fields in the RBI Criticality

-or-

Analysis record are populated automatically with the corresponding values from
the source RBI Criticality Analysis record.
In most cases, you will want to copy the analysis to the Criticality Calculator RBI
Components record that is already associated with the analysis that you are copying (i.e.,
the current Criticality Calculator RBI Components record). In other words, you will want
to end up with multiple copies of a source RBI Criticality Analysis record for a single
RBI Component. This option allows you to change only certain values in each record and
then calculate the results based upon those changes.
If desired, you can copy an analysis to a different Criticality Calculator RBI Components
record. For example, if your database contains five Criticality Calculator RBI
Components records representing Shell and Tube Heat Exchangers, you might want to
create an RBI Criticality Analysis record for one of those records and then copy it to the
other four records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating a Main RBI Analysis from


Scratch
To create a main RBI Analysis from scratch for a Criticality Calculator RBI Components
record:
1. Open the Criticality Calculator RBI Components record for which you want to
create a new main RBI Analysis.
The RBI Asset View page appears.

2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record for which you want to create an analysis.
In the following image, the Criticality Calculator RBI Components node F0001-097-CS2 ~ F001-097-CS is selected in the RBI Explorer pane.

3. On the Analysis Tasks menu, click the Create Analysis link.

An RBI Criticality Analysis record is created, saved, and displayed as a node below the
Criticality Calculator RBI Components node in the RBI Explorer pane.

Note that the Analysis ID field on the Main tab of the RBI Analysis datasheet is
populated automatically. This value cannot be modified.
The following RBI Criticality Analysis fields are populated with the values in the
corresponding fields in the Criticality Calculator RBI Components record:
6.
o

Operating Pressure

Operating Temperature

Design Pressure

Design Temperature

Equipment ID

Note: The Equipment ID field in the RBI Criticality Analysis record is populated
with the value in the Equipment field in the corresponding Criticality Calculator
RBI Components record.
o
o

Material Spec
Material Grade

Joint Efficiency

Insulated

Insulation Type

The following records are linked automatically to the RBI Criticality Analysis record:

o
o

One Criticality Consequence Evaluation record.


One Multiple Criticality Degradation Mech Evaluation record for each
Potential Degradation Mechanisms record that is linked to the associated
Criticality Calculator RBI Components record.

One RBI Degradation Mechanisms record for each Potential Degradation


Mechanisms record that is linked to the associated Criticality Calculator
RBI Components record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

What Happens When I Copy an


Analysis?
When you create an analysis as a copy of an RBI Criticality Analysis record, you must
specify:

The Criticality Calculator RBI Components record to which you want to copy the
analysis (i.e., the target Criticality Calculator RBI Components record).

The RBI Degradation Mechanisms records that you want to copy to the new
analysis and whether or not their associated RBI Recommendation records should
be linked the new RBI Criticality Analysis record.

When you copy an analysis to a target Criticality Calculator RBI Components record:

A new RBI Criticality Analysis record is created and linked to the target
Criticality Calculator RBI Components record.
The RBI Degradation Mechanisms records that you selected during the copy
procedure are created and linked to the new RBI Criticality Analysis record.

If you specified that they should be copied, the RBI Recommendation records
associated with the RBI Degradation Mechanisms records that you selected
during the copy procedure are created and linked to the new RBI Criticality
Analysis record.

Criticality Degradation Mech Evaluation records that correspond to the selected


RBI Degradation Mechanisms records are created and linked to the new RBI
Criticality Analysis record.

Note: You cannot copy RBI PRD Analyses.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Copying an Analysis to the Current RBI


Component
To copy an existing main RBI Analysis to the current Criticality Calculator RBI
Components record:
1. Access the RBI Asset View page for the Criticality Calculator RBI Components
record whose main RBI Analysis you want to copy.
2. In the RBI Explorer pane, select the node representing the main RBI Analysis that
you want to copy to create a new main RBI Analysis. The following image shows
an RBI Analysis node selected in the RBI Explorer pane.

3. On the Analysis Tasks menu, click the Copy Analysis link.


The Copy Analysis dialog box appears, which displays a message that asks if you want to
copy the existing analysis to the current Criticality Calculator RBI Components record.
4. Click the Yes button.
The Select Degradation Mechanisms window appears, displaying a grid that contains one
row for each RBI Degradation Mechanisms record that is linked to the source RBI
Criticality Analysis record. By default, all rows are selected.

5. In the grid, in the rows containing the RBI Degradation Mechanisms records that
you do not want to link to the new RBI Criticality Analysis records, clear the
Selected check box.
6. If you want the RBI Recommendation records that are associated with the RBI
Degradation Mechanisms records that will be linked to the new RBI Criticality
Analysis records to also be linked to the new RBI Criticality Analysis records,
select the Copy Recommendations for Degradation Mechanisms check box. If
you do not want these RBI Recommendation records to be linked to the new RBI
Criticality Analysis records, proceed to step 7.
Note: The Copy Recommendations for Degradation Mechanisms check box is enabled
only when the Enable Recommendations to be Generated at Created State check box is
selected on the Administrative Tasks page and there is at least one RBI Recommendation
record that is associated with the selected RBI Degradation Mechanisms records that
appear in the grid on the Select Degradation Mechanisms window.

7. Click OK.
The Select Degradation Mechanisms window closes and the RBI Asset View page returns
to focus. A new node representing the new main RBI Analysis is displayed in the RBI
Explorer pane below the current RBI Criticality Calculator Components record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Copying an Analysis to a Different RBI


Component
To copy an existing main RBI Analysis and apply it to a different Criticality Calculator
RBI Components record:
1. Access the RBI Asset View page for the Criticality Calculator RBI Components
record whose main RBI Analysis you want to copy.
2. In the RBI Explorer pane, select the node representing the main RBI Analysis that
you want to copy to create a new main RBI Analysis. The following image shows
an RBI Analysis node selected in the RBI Explorer pane.

3. On the Analysis Tasks menu, click the Copy Analysis link.


The Copy Analysis dialog box appears, which displays a message that asks if you want to
copy the existing analysis to the current Criticality Calculator RBI Components record.
4. Click the No button.
The Find Components window appears.

The family of the Criticality Calculator RBI Components record that is linked to the
selected RBI Criticality Analysis record is selected in the Search In list. You cannot select
another value.
5. If necessary, add criteria to your search, and click the Find Now button.

The search results appear, displaying a list of all Criticality Calculator RBI Components
records that belong to the family that is selected in the Search In list.

6. In the grid, select the rows containing the Criticality Calculator RBI Components
records to which you want to link the new RBI Criticality Analysis record. One
RBI Criticality Analysis record will be created for each Criticality Calculator RBI
Components record that you select.
7. Click the Select button.
The Select Degradation Mechanisms window appears, displaying a grid that contains one
row for each RBI Degradation Mechanisms record that is linked to the source RBI
Criticality Analysis record. By default, all rows are selected.

8. In the grid, in the rows containing the RBI Degradation Mechanisms records that
you do not want to link to the new RBI Criticality Analysis records, clear the
Selected check box.
9. If you want the RBI Recommendation records that are associated with the RBI
Degradation Mechanisms records that will be linked to the new RBI Criticality
Analysis records to also be linked the new RBI Criticality Analysis records, select
the Copy Recommendations for Degradation Mechanisms check box. If you do
not want these RBI Recommendation records to be linked to the new RBI
Criticality Analysis records, proceed to step 10.
Note: The Copy Recommendations for Degradation Mechanisms check box is enabled
only when the Enable Recommendations to be Generated at Created State check box is
selected on the Administrative Tasks page and there is at least one RBI Recommendation
record that is associated with the selected RBI Degradation Mechanisms records that
appear in the grid on the Select Degradation Mechanisms window.
10. Click OK.
The Select Degradation Mechanisms window closes and the RBI Asset View page returns
to focus. A new node representing the new main RBI Analysis is shown in the RBI
Explorer pane below the RBI Criticality Calculator Components record that you selected
in the Find Components dialog box. The following image shows the new RBI Criticality
Analysis node selected in the RBI Explorer pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Analysis Fields That are Not Copied


When you create a new main RBI Analysis by copying an existing main RBI Analysis,
most values in the source RBI Analysis are copied to the corresponding fields in the new
RBI Analysis. This topic lists the field captions of the fields whose values are not copied.
The values in the following fields are not copied to the new RBI Criticality Analysis
record:

Sub ID
Equipment Driving Risk

Equipment Risk Completed

Equipment Risk Completed Date

Effective Date for Risk Analysis

Consequence Category-Rolled Up

Risk Category

Inspection Priority-Rolled Up

Probability of Failure-Rolled Up

The values in the following fields are not copied to the new RBI Degradation
Mechanisms records:

Probability of Failure
COF

Inspection Priority (Unmitigated Risk)

The values in the following fields are not copied to the new Criticality Consequence
Evaluation records:

Final Phase
Leak Size

Estimated Release Rate

Estimated Leak Quantity

Release Duration

Deinventory Time

Probability of Ignition

Dist to End Affect

Toxic Mixed Release Rate

Flammable Affected Area

Toxicity Area

Initial Leak Rate

Average Leak Rate

Cleanup Cost

Pool Area

The values in the following fields are not copied to the new Criticality Env. Crack. Deg.
Mech. Eval. records:

Years in Service
Years Last Inspection

Adjusted Years Last Inspection

Updated Potential

DF

Probability Category

The values in the following fields are not copied to the new Criticality Int. Corr. Deg.
Mech. Eval. records:

Years in Service
Pressure at Minimum Thickness

Structural Minimum Thickness

Estimated

Estimated Wall Loss

Fractional Wall Loss

Estimated Half Life

Wall Ratio

DF

Probability Category

The values in the following fields are not copied to the new Criticality Ext. Corr. Deg.
Mech. Eval. records:

Years in Service
Age

Area Humidity Factor

Insulation Condition Factor

Insulation Type Factor

Calculated Corrosion Rate

Coating Factor

Estimated Minimum Thickness

Estimated Wall Loss

Fractional Wall Loss

Wall Ratio

DF

Probability Category

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Opening an Existing RBI Analysis


To open an existing RBI Analysis:
1. Access the RBI Asset View page for the Equipment record that is linked to the
Criticality Calculator RBI Components record whose RBI Criticality Analysis
record you want to view.
2. In the RBI Explorer pane, select the node representing the RBI Criticality
Analysis record that you want to view. The following image shows the RBI
Criticality Analysis node for the RBI Criticality Analysis record RBI-000328672
selected in the RBI Explorer pane.

The RBI Analysis datasheet and the following tabs are displayed in the datasheet area on
the RBI Asset View page:

Consequence Evaluations
Degradation Mechanism Evaluations

Degradation Mechanism

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Manually Adding RBI Degradation


Mechanisms Records to an RBI
Analysis
If you follow the standard RBI workflow, Meridium APM will create RBI Degradation
Mechanisms records and link them to an RBI Criticality Analysis record automatically
after you create the RBI Criticality Analysis record.
In some cases, you might want to link additional RBI Degradation Mechanisms records
to the RBI Criticality Analysis record.

To link RBI Degradation Mechanisms records to an RBI Criticality Analysis record


manually:
1. Open the RBI Criticality Analysis record to which you want to link additional
RBI Degradation Mechanisms records.
2. On the Degradation Mechanisms tab, click the
button.
The Create new Degradation Mechanisms record window appears, displaying the Simple
Search form. The value in the Search In list is set by default to Potential Degradation
Mechanisms. You cannot select another value.

3. If desired, add criteria to the search.


4. When you are finished adding criteria, click the Find Now button.
The Potential Degradation Mechanisms records that meet the criteria are displayed in a
grid below the search criteria.

5. In the search results, select the rows containing the Potential Degradation
Mechanisms records that you want to use to create a new RBI Degradation
Mechanisms record.
6. Click the Select button.
The Degradation Mechanism tab returns to focus, and the new RBI Degradation
Mechanisms record appears in the grid. In addition, a corresponding Criticality
Degradation Mech Evaluation record is also created and linked to the RBI Criticality

Analysis record. You can view this record on the Degradation Mechanism Evaluations
tab. In the following image, the Potential Degradation Mechanisms tab is outlined in red.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Deleting RBI Degradation Mechanisms


Records While Viewing an RBI
Analysis

If desired, you can delete an RBI Degradation Mechanisms record while viewing an RBI
Analysis. Doing so will cause Meridium APM to delete the associated Criticality
Degradation Mech Evaluation record.
To delete an RBI Degradation Mechanisms record while viewing an RBI Analysis:
1. Open the RBI Analysis that contains the RBI Degradation Mechanisms record
that you want to delete.
2. On the Degradation Mechanism tab, select the row that contains the RBI
Degradation Mechanisms record that you want to delete.
3. Click the

button.

A message appears, asking if you are sure that you want to delete the record.
4. Click the Yes button.
The RBI Degradation Mechanisms record is deleted. In addition, the associated
Criticality Degradation Mech Evaluation record is deleted.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Managing Unmitigated Risk for


RBI Degradation Mechanisms
In the baseline RBI product, when you calculate an RBI Analysis, the unmitigated risk
and unmitigated financial risk for each RBI Degradation Mechanisms record are
calculated automatically and stored in the RBI Degradation Mechanisms record. If you
have extended the baseline RBI product by creating a custom calculator and selected the
Risk Assessment Enabled check box on the Administrative Tasks page, unmitigated risk
will be calculated by your custom calculator and displayed on the:

Risk Matrix, which can be accessed from the RBI Asset View page.
Degradation Mechanism with Risk Mitigation datasheet.

Degradation Mechanism without Risk Mitigation datasheet.

For each RBI Degradation Mechanisms record, after the unmitigated risk and unmitigated
financial risk is calculated, depending upon how the administrative settings are
configured, you have two options:

Accept the calculated unmitigated values.

Note: You are required to accept the calculated unmitigated values if the Risk Assessment
Enabled check box is cleared on the Administrative Tasks page. When this check box is
cleared, you can view the unmitigated risk values only on the Degradation Mechanism
datasheet. Because the fields that store the unmitigated risk values are disabled, you will
not be able to change the values.

Override the calculated unmitigated values.

Note: You can override the calculated unmitigated risk only if the Allow Override of
Calculated Unmitigated Risk Values check box is selected on the Administrative Tasks
page. While you can view the values on the Degradation Mechanism with Risk
Mitigation and Degradation Mechanism without Risk Mitigation datasheets, the fields are
disabled. Therefore, you will need to override the calculated values using the Risk
Matrix.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Overriding the Calculated Unmitigated


Risk of RBI Degradation Mechanisms
Records
Note: The following instructions assume that you calculate unmitigated risk using a
custom calculator. This documentation does not explain how to create a custom calculator
or how to configure the Meridium APM system to use it.
If you have extended the baseline RBI product by creating a custom calculator and
selected the Risk Assessment Enabled check box on the Administrative Tasks page,
unmitigated risk will be calculated by your custom calculator and displayed on the:

Risk Matrix, which can be accessed from the RBI Asset View page.
Degradation Mechanism with Risk Mitigation datasheet.

Degradation Mechanism without Risk Mitigation datasheet.

Note that if a piece of equipment is associated with a site that is also associated with a
Risk Matrix, when you override the unmitigated risk of an RBI Degradation Mechanisms
record that is associated with that equipment, rather than seeing the default Risk Matrix,
you will see the Risk Matrix that is associated with that site.

If desired, you can use these instructions to override the calculated unmitigated risk.
Note: You can override the calculated unmitigated risk only if the Allow Override of
Calculated Unmitigated Risk Values check box is selected on the Administrative Tasks
page.
To override the calculated unmitigated risk of an RBI Degradation Mechanisms record:
1. On the RBI Asset View page, on the Degradation Mechanisms tab, select the row
containing the RBI Degradation Mechanisms record whose unmitigated risk value
you want to override. In the following image, the selected row is outlined in red.

2. On the toolbar, click the

button.

The Unmitigated Risk Assessment window appears, displaying the default Risk Matrix.
Note that the Risk Of text box contains the value in the Degradation Mechanism field in
the RBI Degradation Mechanisms record.

3. Using the Risk Matrix provided, change the unmitigated risk associated with the
degradation mechanism, and click the Save button.
The unmitigated risk values are saved.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Managing Mitigated Risk for


RBI Degradation Mechanisms
When you calculate an RBI Analysis, the unmitigated risk and unmitigated financial risk
for each RBI Degradation Mechanisms record is calculated automatically and stored in
the RBI Degradation Mechanisms record. By default, the mitigated risk values are set to
the same values as the unmitigated risk values. You can modify the mitigated risk values
manually to indicate how the risk could be lowered if certain actions were taken.
For each RBI Degradation Mechanisms record, you can modify the mitigated risk values
in the following ways:

Enter the mitigated risk using the Degradation Mechanism datasheet.

Note: You will need to use this approach if the Risk Assessment Enabled check box is
cleared on the Administrative Tasks page.
-or

Enter the mitigated risk using the Risk Matrix.

Note: You will need to use this approach if the Risk Assessment Enabled check box is
selected on the Administrative Tasks page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Entering Mitigated Risk Using the


Degradation Mechanisms Datasheet
On the Administrative Tasks page, if the Risk Assessment Enabled check box is cleared,
for each RBI Degradation Mechanisms record, you will need to use the Degradation
Mechanism datasheet to enter mitigated risk values (i.e., mitigated risk and mitigated
financial risk).
To enter mitigated risk values using the Degradation Mechanisms datasheet:
1. On the RBI Asset View page, on the Degradation Mechanisms tab, select the row
containing the RBI Degradation Mechanisms record whose mitigated risk values

you want to enter. In the following image, the RBI Degradations record is
outlined in red.

2. In the selected row, click the hyperlink in the Degradation Mechanism column.
The <Degradation Mechanism> (RBI Degradation Mechanisms) window appears, where
<Degradation Mechanism> is the value in the Degradation Mechanism field in the
selected record.

3. On the Degradation Mechanism datasheet, click the Risk Details tab.

4. In the RBI Risk column, in the Mitigated Risk cell, click the
button, and
select the desired mitigated risk value. By default, the value is set to the value in
the Unmitigated Risk cell in the same column. While the list contains values that
are higher and lower than the unmitigated risk value, you should select a value
that is higher than the unmitigated risk. Otherwise, an error will appear when you
navigate away from the cell.
Note: The Mitigated Risk cell is populated with the value stored in the Mitigated Risk
SHE field.
5. In the RBI Risk column, in the Mitigated Financial Risk cell, click the
button,
and select the desired mitigated financial risk value. By default, the value is set to
the value in the Unmitigated Financial Risk cell in the same column. While the
list contains values that are higher and lower than the unmitigated financial risk
value, you should select a value that is higher than the unmitigated financial risk.
Otherwise, an error will appear when you navigate away from the cell.

6. Click the Save button.


The mitigated risk values are saved.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Entering Mitigated Risk Using the Risk


Matrix
Note: The following instructions assume that you calculate unmitigated risk using a
custom calculator. This documentation does not explain how to create a custom calculator
or how to configure the Meridium APM system to use it.
On the Administrative Tasks page, if the Risk Assessment Enabled check box and the
Recommendation Creation Enabled check box are selected, for each RBI Degradation
Mechanisms record, you can use the Risk Matrix to enter mitigated risk values (i.e.,
mitigated risk and mitigated financial risk).

Note that if equipment is associated with a site that is also associated with a Risk
Matrix, when you enter the mitigated risk for an RBI Degradation Mechanisms record
that is associated with that equipment, rather than seeing the default Risk Matrix, you will
see the Risk Matrix that is associated with that site.
To enter mitigated risk values using the Risk Matrix:
1. On the RBI Asset View page, on the Degradation Mechanisms tab, select the row
containing the RBI Degradation Mechanisms record whose mitigated risk values
you want to enter. In the following image, the RBI Degradation Mechanisms
record is outlined in red.

2. On the toolbar, click the

button.

The Risk Mitigation Assessment window appears, displaying the default Risk Matrix.
Note that the Risk Of and Mitigated By text boxes contains the value in the Degradation
Mechanism field in the RBI Degradation Mechanisms record. The Unmitigated Risk
Rank text box displays the current unmitigated risk for the RBI Degradation Mechanisms
record.
3. Using the Risk Matrix provided, define the mitigated risk associated with the
degradation mechanism, and click the Save button.
The mitigated risk values are saved.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Assigning Inspections to


Degradation Mechanisms
You can use the Inspection Management module to record inspection results for a piece
of equipment in an Inspection record. In each Inspection record, you can specify the
degradation mechanism for which you were looking during the inspection.
In RBI, you use Criticality Calculator RBI Components records to divide a piece of
equipment into parts called RBI Components, then you define degradation mechanisms
for those RBI Components, and then you conduct analyses for each RBI Component.
If an RBI Component represents parts of a piece of equipment that you have inspected in
the past and for which you have recorded results in Inspection records, while viewing the
RBI Analysis, you can assign those inspections to the appropriate degradation
mechanisms for that RBI Component. By doing so, you identify the inspections that were
used to detect degradation mechanisms for that RBI Component.
The type of analysis with which you are working will determine what happens when you
assign an inspection to a degradation mechanism. When you are working with an RBI
Analysis (i.e., the Criticality Degradation Mech Evaluation record is associated with an
RBI Criticality Analysis record), the Meridium APM system uses the values in the
Inspection Confidence field in the selected Inspection records to populate automatically
the following fields in the Criticality Degradation Mech Evaluation record representing
that degradation mechanism:

Inspection Confidence: Indicates how effective the last inspection was at


successfully detecting the degradation mechanism and identifying the rate of
degradation. For example, in a Criticality Env. Crack. Deg. Mech. Eval. record
whose Degradation Mechanism field contains the value Amine Cracking (ASCC),
the value in the Inspection Confidence field indicates how effective the last
inspection of the associated RBI Component was at determining amine cracking
and identifying the rate at which it was occurring.
Equivalent Number of Inspections: Indicates the number of inspections that will
be used when calculating the analysis.

You can also assign inspections that are associated with pressure relief devices (PRDs)
when you are working with an RBI PRD Analysis (i.e., the Criticality Degradation Mech
Evaluation record is associated with an RBI PRD Criticality Analysis record). When you
do so, the Inspection records that you select will belong to the PRD Pop Test Checklist
family (i.e., a subfamily of the Inspection family), and values that are stored in the PRD
Pop Test Checklist records that you select will be used as inputs to RBI PRD Analysis
calculations. Specifically, values in the following fields in the PRD Pop Test Checklist
records are used in RBI PRD Analysis calculations:

Completion Date
Inspection Confidence

Leak Test Results

Over Pressure Test Results

The Completion Date and Inspection Confidence fields in the PRD Pop Test Checklist
record must contain values in order to assign a PRD Pop Test Checklist record to a
degradation mechanism that is associated with an RBI PRD Analysis. The Leak Test
Results and Over Pressure Test Results fields, however, do not have to contain values in
order to assign an Inspection record of this type to a degradation mechanism. Instead, the
following default values will be used in the RBI PRD Analysis calculations in this case:

Leak: This value is used as an input by default when the Leak Test Results field
does not contain a value in the PRD Pop Test Checklist record that you assign to a
degradation mechanism.
Fail: This value is used as an input by default when the Over Pressure Test Results
field does not a value in the PRD Pop Test Checklist record that you assign to a
degradation mechanism.

When you are working with an RBI Analysis (i.e., not an RBI PRD Analysis), you can
choose to override the automatic Inspection Confidence and Equivalent Number of
Inspections if you want to specify manual values instead. In most cases, however, you
will want the Meridium APM system to populate the fields automatically to avoid
subjective interpretations of the values. For example, one inspector might feel that the
confidence is high, and another inspector performing the same inspection might feel that
the confidence is medium. If you allow the Meridium APM system to calculate the
confidence for you, it eliminates any differences of opinion.
If you want to specify the inspection confidence and number of inspections manually, on
the Criticality Degradation Mech Evaluation datasheet, you will need to:
1. Clear the Use Combined Confidence check box.
2. Select the appropriate confidence in the Inspection Confidence list.
3. Type the appropriate value in the Number of Inspections text box.
The remaining RBI documentation, however, assumes that you want the Meridium APM
system to populate the Inspection Confidence and Equivalent Number of Inspections
fields automatically. No further instructions are provided for populating them manually.
Unless otherwise noted, the information in this section of the documentation applies to
both RBI Analyses and RBI PRD Analyses. You can use the instructions to assign
inspections to degradation mechanisms regardless of the type of analysis with which you
are working.

You can assign inspections to a degradation mechanism using the Define Inspections for
<Degradation Mechanism> window.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Define Inspections for


<Degradation Mechanism> Window
To access the Define Inspections for <Degradation Mechanism> window:
1. Open the RBI Asset View page for the main RBI Analysis containing the
Criticality Degradation Mech Evaluation record to which you want to assign an
inspection.
2. In the RBI Explorer pane, select the RBI Analysis node, as shown in the following
image.

3. On the Degradation Mechanism Evaluations tab, select the row representing the
degradation mechanism to which you want to assign an inspection. In the
following image, the row representing the Amine Cracking (ASCC) degradation
mechanism is selected.

4. Above the grid, click the

button.

The Define Inspections for <Degradation Mechanism> window appears.

Note: When you access this window for a Criticality Leak Deg. Mech. Eval. or Criticality
Over Pressure Deg. Mech. Eval. record to assign an inspection belonging to the PRD Pop
Test Checklist family, the columns that appear in the grid will vary from those displayed
in the preceding image.
You can use this window to assign inspections to the degradation mechanism.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Define Inspections for


<Degradation Mechanism> Window
The Define Inspections for <Degradation Mechanism> window appears when you click
the
page.

button on the Degradation Mechanism Evaluations tab on the RBI Asset View

The window contains a grid, where each row represents an Inspection record that meets
the following criteria:

It contains a date in the Completion Date field, where that date meets either of the
following conditions if the Inspection Family column does not display the value
PRD Pop Test Checklist:
o

If the Date In Service field in the Criticality Degradation Mech Evaluation


record for which you accessed the window is older than twenty years ago
(e.g., 21 years ago), the value in the Completion Date field in the
Inspection records must be within the last twenty years.

If the Date In Service field in the Criticality Degradation Mech Evaluation


record for which you accessed the window is more recent than twenty
years ago (e.g., nineteen years ago), the value in the Completion Date field
in the Inspection records must be on or after the date in the Date In
Service field.

-or-

If the Inspection Family column does display the value PRD Pop Test Checklist, the 20
most recent inspections (based on the date that is stored in the Completion Date field in
the associated Inspection record) that have been executed since the date in the Date In
Service field will appear in the grid.
Note: Only PRD Pop Test Checklist records that contain a value in the Inspection
Confidence field will appear in the results grid on the Define Inspections window.

It is linked to the Equipment record that is associated with the Criticality


Degradation Mech Evaluation record for which you accessed the window.
Its Degradation Mechanism field contains the same value that is stored in the
Degradation Mechanism field in the Criticality Degradation Mech Evaluation
record for which you accessed the window (which is also displayed in the window
title). For example, in the image shown above, you can see that the window title
contains the value Amine Cracking (ASCC). You can assume, therefore, that the
value Amine Cracking (ASCC) is stored in the Degradation Mechanism field in
the:

Criticality Degradation Mech Evaluation record for which the window


was accessed.

-and

All Inspection records that appear in the grid.

In each row, the first column contains a check box, which you can select to indicate that
you want to assign that inspection to the degradation mechanism represented by the
Criticality Degradation Mech Evaluation record. When you assign an inspection that does
not belong to the family PRD Pop Test Checklist to a degradation mechanism, in the
Criticality Degradation Mech Evaluation record, the Meridium APM system populates
several fields automatically, as described below.
Field

Automatically Populated Value

Use Combined
True (i.e., on the datasheet, the check box is selected)
Confidence
Equivalent
Number of
Inspections

A number 1-6, which is calculated automatically based on the number of


Inspection records you selected and the values in their Inspection
Confidence fields.

Inspection
Confidence

The highest inspection confidence value that is stored in the selected


Inspection records. For example, if you selected two Inspection records
with inspection confidence values of High and Low, the value in the
Inspection Confidence field in the Criticality Degradation Mech
Evaluation record would be set automatically to High.

Note: When you assign an inspection that does belong to the PRD Pop Test Checklist
family to a degradation mechanism, the values in the Inspection record are used as direct
inputs to the RBI PRD Analysis calculations. These values are not used to populate
values in the Criticality Degradation Mech Evaluation record to which you assigned the
Inspection records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Assigning Inspections to a Degradation


Mechanism
To assign inspections to a degradation mechanism:
1. Open the RBI Asset View page for the main RBI Analysis containing the
Criticality Degradation Mech Evaluation record to which you want to assign an
inspection.
2. Access the Define Inspections for <Degradation Mechanism> window.
The Define Inspections for <Degradation Mechanism> window appears.

3. In the grid, in the rows containing the Inspection records representing the
inspections that you want to assign to the degradation mechanism, select the
check box.
Note: If you are working with an RBI Analysis (i.e., not an RBI PRD Analysis), you can
select the check box in a maximum of six rows.
4. Click OK.
The inspections are assigned to the degradation mechanism. Specifically, the Inspection
records are linked to the Criticality Degradation Mech Evaluation record. Additionally,
for degradation mechanisms that are assigned inspections that are not in the PRD Pop
Test Checklist family:
o

In the Criticality Degradation Mech Evaluation record, the value in the


Use Combined Confidence field is set to True (on the datasheet, the check
box is selected).
In the Criticality Degradation Mech Evaluation record, the value in the
Inspection Confidence field is set automatically to the highest inspection

confidence value that is stored in the selected Inspection records. For


example, if you selected two Inspection records with confidence values of
High and Low, the value in the Inspection Confidence field in the
Criticality Degradation Mech Evaluation record would be set
automatically to High.
o

In the Criticality Degradation Mech Evaluation record, the value in the


Equivalent Number of Inspections field is calculated automatically.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Calculating RBI Analyses


You can calculate a main RBI Analysis and Future Risk Analysis only if the RBI
Criticality Analysis record is in the Created state. What If Analyses will always be in the
Reserved for What If state, and you can calculate What If Analyses at any time.
You can calculate:

A single main RBI Analysis or child RBI Analysis.


All the main RBI Analyses and child RBI Analyses that exist for an Equipment or
Functional Location record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Calculating a Single RBI Analysis


To calculate a single RBI Analysis:
1. On the RBI Asset View page, in the RBI Explorer pane, select the RBI Criticality
Analysis node representing the main RBI Analysis or child RBI Analysis that you
want to calculate. In the following image, the RBI Criticality Analysis node
representing the main RBI Analysis, E0011A-097-ET-1 ~Air Cooled ExchangerTbs ~2/17/2012 is selected in the RBI Explorer pane.

2. Confirm that the RBI Analysis contains values in the fields in RBI families that
are required to calculate an RBI Analysis.
3. On the Analysis Tasks menu, click the Calculate Analysis link.
The RBI Analysis is calculated, and the Calculate Analyses window appears, displaying
the analysis that you calculated and the results of the calculation.

4. If you want to save the results of the calculation to an external Text file, click the
Save Results button.
-orTo close the Calculate Analyses window, click the Close button.
The Calculate Analyses window closes. You can use the Analysis Results tab of the RBI
Analysis datasheet to view the following information:

Probability of Failure - Rolled Up

Consequence Category - Rolled Up

Inspection Priority - Rolled Up

Risk Category

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Calculating Multiple Analyses


To calculate ALL the main and child RBI Analyses that exist for an Equipment or
Functional Location record:
1. On the RBI Asset View page, in the RBI Explorer pane, select any node the RBI
Explorer pane. In the following image, the RBI Criticality Analysis node
representing the main RBI Analysis, E0011A-097-ET-1 ~Air Cooled ExchangerTbs ~2/17/2012 is selected in the RBI Explorer pane.

2. Confirm that the RBI Analyses contains values in the fields in RBI families that
are required to calculate an RBI Analysis.
3. On the Analysis Tasks menu, click the Calculate All Analysis link.
All RBI Analyses that are linked to the Equipment or Functional Location record that can
be calculated (according to their states) are calculated, and the Calculate Analyses
window appears, displaying the results of the calculations.

4. If you want to save the results of the calculations to an external Text file, click the
Save Results button.
-orTo close the Calculate Analyses window, click the Close button.
The Calculate Analyses window closes. For each RBI Analysis that was calculated, you
can use the Analysis Results tab of the RBI Analysis datasheet to view the following
information:

Probability of Failure - Rolled Up

Consequence Category - Rolled Up

Inspection Priority - Rolled Up

Risk Category

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Saving Calculation Results to a Text File


To save the results of a calculation to an external Text file:
1. Calculate the desired RBI Analysis.
The Calculate Analyses window appears.

2. On the Calculation Status dialog box, click the Save Log button.
The Save As dialog box appears.

3. Navigate to the location to which you want to save the file.


4. In the File name text box, type a name for the file.
5. Click the Save button.
The calculation results are saved to the desired file and location.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Fields Required to Calculate RBI


Analyses
The following table lists the fields in RBI families that are required to calculate RBI
Analyses. If you try to calculate an RBI Analysis and any required fields do not contain
values, the analysis will not be calculated, and the Calculation Status dialog box will
appear, displaying a list of the required fields that do not contain values. Some fields are
conditionally required, and these conditions are described in the Notes column in the
table.
To make the table easier to consume, alternate shading is used to separate groups of rows
that contain the same value in the Family cell.

Field

Notes

Criticality
Consequence
Evaluation

Consequence
Detection Time

Required only for RBI Criticality Analysis records


whose Criticality Item Type is not Heat ExchangerBundle.

Criticality
Consequence
Evaluation

Consequence
Isolation Time

Required only for RBI Criticality Analysis records


whose Criticality Item Type is not Heat ExchangerBundle.

Family

Criticality
Consequence
Evaluation

Corrosion Rate

Required only for RBI Criticality Analysis records


whose Criticality Item Type is Heat ExchangerBundle.

Criticality
Consequence
Evaluation

Corrosion Rate
Shell Side

Required only for RBI Criticality Analysis records


whose Criticality Item Type is Heat ExchangerBundle.

Criticality
Consequence
Evaluation

Fill Height

Required only for RBI Criticality Analysis records


whose Criticality Item Type is Storage Tank.

Criticality
Consequence
Evaluation

Foundation Type

Required only for RBI Criticality Analysis records


whose Criticality Item Type is Storage Tank.

Criticality
Consequence
Evaluation

Initial Fluid Phase N/A

Criticality
Consequence
Evaluation

Required only for RBI Criticality Analysis records


Initial State Shell whose Criticality Item Type is Heat ExchangerBundle.

Criticality
Consequence
Evaluation

Required only for RBI Criticality Analysis records


that are linked to Criticality Consequence
Inspection Interval
Evaluation records whose Foundation Type is Sand,
Silt, Gravel, or Clay.

Criticality
Consequence
Evaluation

Inventory

N/A

Criticality
Consequence
Evaluation

Leak Effect

Required only for RBI Criticality Analysis records


that are linked to Criticality Consequence
Evaluation records whose Foundation Type is Sand,
Silt, Gravel, or Clay.

Criticality
Consequence
Evaluation

Required only for RBI Criticality Analysis records


Operating Pressure
whose Criticality Item Type is Heat ExchangerShell Side
Bundle.

Criticality
Consequence

Percent Toxic

Required only for RBI Criticality Analysis records


that are linked to Criticality Consequence

Evaluation records whose Toxic Fluid field contains


a value.

Evaluation
Criticality
Consequence
Evaluation

Rep Fluid Shell


Side

Required only for RBI Criticality Analysis records


whose Criticality Item Type is Heat ExchangerBundle.

Criticality Env.
Crack. Deg. Mech. Date in Service
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Env. Crack. Deg.
Mech. Eval. records.

Criticality Env.
Crack. Deg. Mech. Initial Potential
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Env. Crack. Deg.
Mech. Eval. records.

Criticality Env.
Inspection
Crack. Deg. Mech.
Confidence
Eval.
Number Of
Inspections

Required only for RBI Criticality Analysis records


that are linked to Criticality Env. Crack. Deg.
Mech. Eval. records.

-ORCriticality Env.
Equivalent
Crack. Deg. Mech.
Number of
Eval.
Inspections

Required only for RBI Criticality Analysis records


that are linked to Criticality Env. Crack. Deg.
Mech. Eval. records.

(whichever is
populated)
Criticality Ext.
Corr. Deg. Mech. Date In Service
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Ext. Corr. Deg. Mech.
Eval. records.

Criticality Ext.
Expected
Corr. Deg. Mech.
Corrosion Rate
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Ext. Corr. Deg. Mech.
Eval. records whose Selected Corrosion Rate is
Expected.

Criticality Ext.
Inspection
Corr. Deg. Mech.
Confidence
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Ext. Corr. Deg. Mech.
Eval. records.

Criticality Ext.
Measured
Corr. Deg. Mech.
Corrosion Rate
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Ext. Corr. Deg. Mech.
Eval. records whose Selected Corrosion Rate is
Measured.

Number Of
Inspections
-orCriticality Ext.
Equivalent
Corr. Deg. Mech.
Number of
Eval.
Inspections

Required only for RBI Criticality Analysis records


that are linked to Criticality Ext. Corr. Deg. Mech.
Eval. records.

(whichever is
populated)
Criticality Ext.
Required only for RBI Criticality Analysis records
Selected Corrosion
Corr. Deg. Mech.
that are linked to Criticality Ext. Corr. Deg. Mech.
Rate
Eval.
Eval. records.
Criticality Int.
Corr. Deg. Mech. Date In Service
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Int. Corr. Deg. Mech.
Eval. records.

Criticality Int.
Inspection
Corr. Deg. Mech.
Confidence
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Int. Corr. Deg. Mech.
Eval. records.

Criticality Int.
Long Term Avg.
Corr. Deg. Mech.
Corr. Rate
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Int. Corr. Deg. Mech.
Eval. records whose Selected Corrosion Rate is
Long Term Avg.

Criticality Int.
Measured
Corr. Deg. Mech.
Corrosion Rate
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Int. Corr. Deg. Mech.
Eval. records whose Selected Corrosion Rate is
Expected or Average.

Number Of
Inspections
Criticality Int.
Corr. Deg. Mech.
Eval.
-OREquivalent
Number of

Required only for RBI Criticality Analysis records


that are linked to Criticality Int. Corr. Deg. Mech.
Eval. records.

Inspections
(whichever is
populated)
Criticality Int.
Required only for RBI Criticality Analysis records
Selected Corrosion
Corr. Deg. Mech.
that are linked to Criticality Int. Corr. Deg. Mech.
Rate
Eval.
Eval. records.
Criticality Int.
Short Term Avg.
Corr. Deg. Mech.
Corr. Rate
Eval.

Required only for RBI Criticality Analysis records


that are linked to Criticality Int. Corr. Deg. Mech.
Eval. records whose Selected Corrosion Rate is
Short Term Avg.
Required only for RBI Criticality Analysis records:

Whose Criticality Item Type is Storage Tank


-and-

RBI Criticality
Analysis

Whose Allowable Stress is null or 0 (zero)

Allowable Stress
-and

That are linked to Criticality Int. Corr. Deg.


Mech. Eval. records whose Estimated
Minimum Thickness Override? check box is
not selected.

Area Humidity

Required only for RBI Criticality Analysis records


that are linked to Criticality Ext. Corr. Deg. Mech.
Eval. records.

RBI Criticality
Analysis

Code Year

Required only for RBI Criticality Analysis records


whose Allowable Stress Override check box is not
selected and whose Criticality Item Type is not
Storage Tank.

RBI Criticality
Analysis

Criticality Item
Type

N/A

RBI Criticality
Analysis

Diameter

RBI Criticality
Analysis

Required only for RBI Criticality Analysis records:

Whose Criticality Item Type is Storage Tank

-and

Whose Diameter is null or > 200 (Feet)


-and-

That are linked to Criticality Int. Corr. Deg.


Mech. Eval. records whose Estimated
Minimum Thickness Override? check box is
not selected.

RBI Criticality
Analysis

Required only for RBI Criticality Analysis records


Construction Code whose Allowable Stress Override check box is not
selected.

RBI Criticality
Analysis

Design Pressure

Required only for RBI Criticality Analysis records


whose Allowable Stress Override check box is not
selected.

RBI Criticality
Analysis

Design
Temperature

Required only for RBI Criticality Analysis records


whose Allowable Stress check box is not selected.

RBI Criticality
Analysis

Initial Wall Tck

N/A

RBI Criticality
Analysis

Insulated

Required only for RBI Criticality Analysis records


that are linked to Criticality Ext. Corr. Deg. Mech.
Eval. records.

RBI Criticality
Analysis

Joint Efficiency

N/A

RBI Criticality
Analysis

Material Grade

Required only for RBI Criticality Analysis records


whose Allowable Stress Override check box is not
selected.
Required only for RBI Criticality Analysis records
whose Allowable Stress Override check box is not
selected.

RBI Criticality
Analysis

Material Spec

RBI Criticality
Analysis

Operating Pressure N/A

RBI Criticality
Analysis

Operating
Temperature

N/A

RBI Criticality
Analysis

Representative
Fluid

N/A

RBI Criticality
Analysis

Stress Lookup
Table

Required only for RBI Criticality Analysis records


whose Allowable Stress Override check box is not
selected.
Required only for RBI Criticality Analysis records:

Whose Criticality Item Type is not Heat


Exchanger-Bundle
-and-

RBI Criticality
Analysis

Susceptible to CUI

Whose Insulated field is set to True


-and-

That are associated with a Criticality


Calculator External Corrosion record.

RBI Criticality
Analysis

Tube Init Wall


Thickness

Required only for RBI Criticality Analysis records


whose Criticality Item Type is Heat ExchangerBundle.

RBI Criticality
Analysis

Tube Operating
Press Channel

Required only for RBI Criticality Analysis records


whose Criticality Item Type is Heat ExchangerBundle.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Using the Calculate Analyses Window


The Calculate Analyses window is displayed when you calculate a single RBI Analysis or
ALL the RBI Analyses that are linked to a given Equipment or Functional Location
record. The Calculate Analyses window displays the calculation results for each analysis.

The Calculate Analyses window contains the following items:

Calculation status bar: Indicates the status of the calculations. When the
calculations are complete, the text Calculation Completed is displayed above the
Calculation status bar.
Analyses section: Contains a gird that displays information about the RBI
Criticality Analysis records that you calculated. One row is displayed for each
RBI Criticality Analysis record. The gird contains the following columns of
information:

Asset: Displays the Record of the ID of the Equipment record to which the
RBI Criticality Analysis record is linked.

Component: Displays the Record ID of the Criticality Calculator RBI


Component record to which the RBI Criticality Analysis record is linked.

Analysis: Displays the Record ID of the RBI Criticality Analysis record


that is being calculated.

Message: Displays one of the following values, depending upon whether


or not the analysis was calculated successfully:

o
o

Calculation completed Successfully: Indicates that the calculation


was successful.

Calculation Failed: Indicates that the calculation failed. The


calculation of an analysis can fail if the Meridium APM
Application Server machine is down or if the installation of the
Meridium APM Framework was not performed properly. You
should contact your organization's IT department to resolve these
issues.

Validation Failed: Indicates that one or more fields required to


calculate an RBI Analysis does not contain a value.

Calculation Results section: Contains a text box that displays details related to the
calculation of the RBI Criticality Analysis record that is selected in the grid in the
Analyses section.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Child RBI Analyses


There are two types of child RBI Analyses:

Future Risk Analysis: An RBI Analysis that allows you to analyze hypothetical
situations to determine the future risk associated with an RBI Component's
failure, where the future risk is determined based on a specified date in the future.
What If Analysis: An RBI Analysis that allows you to analyze hypothetical
situations to determine how operational and process changes that you could make
today would impact the risk associated with a subcomponent's failure. If desired,
after you create and calculate a What If Analysis, you can transfer the values in
the What If Analysis to the main RBI Analysis.

You can create a child RBI Analysis for one main RBI Analysis at a time, or you can
create child RBI Analyses for each main RBI Analysis that is linked to a given
Equipment record all at once.
You can create child RBI Analyses only for a main RBI Analysis that is in the Created
state.
Note: You cannot create child RBI Analyses from RBI PRD Analyses.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating a Future Risk Analysis


To create a Future Risk Analysis:
1. Open the RBI Asset View page for the main RBI Analysis for which you want to
create a Future Risk Analysis.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the Analysis Tasks menu, click the Create Future Risk Analysis link.

The Create Future Risk dialog box appears.

4. In the Scenario ID text box, type the desired value, and then click OK.
5. In the Scenario Reference Date box, type or select the date on which to base the
analysis.
6. Click OK.
A Future Risk Analysis is created. To see the new analysis, in the RBI Explorer pane,
expand the RBI Criticality Analysis family node.
The ID of the Future Risk Analysis contains an F, followed by the analysis ID of the
main RBI Analysis, followed by a series of numbers that represents the order in which the
child analysis was created relative to other child analyses of the same main RBI Analysis.
For example, the number will end with 001 if it is the first child analysis created for the
main RBI Analysis, 002 if it is the second child analysis created for the main RBI
Analysis, and so on. In the following example, you can see that two What If Analyses and
one Future Risk Analysis are associated with the same main RBI Analysis.

7. Make any desired changes to the Future Risk Analysis.


8. When you are finished making changes, on the datasheet toolbar, click the
button.

The Future Risk Analysis is saved to the database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating a What If Analysis


To create a What If Analysis:
1. Open the RBI Asset View page for the main RBI Analysis from which you want
to create a What If Analysis.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the Analysis Tasks menu, click the Create What If Analysis link.
The Create What If Analysis dialog box appears.

4. In the Scenario ID cell, type the desired value, and click OK.
A new What If Analysis is created. To see the new What If Analysis, in the RBI Explorer,
expand the predecessor RBI Criticality Analysis node.
The ID of the What If Analysis contains a W, followed by the analysis ID of the main
RBI Analysis, followed by a series of numbers that represents the order in which the

What If Analysis was created relative to other child analyses of the same main RBI
Analysis.
For example, the number will end with 001 if it is the first child analysis created for the
main RBI Analysis, 002 if it is the second child analysis created for the main RBI
Analysis, and so on. In the following example, you can see that two What If Analyses are
associated with the same main RBI Analysis.

5. Make any desired changes to the What If Analysis.


6. When you are finished making changes, on the datasheet toolbar, click the
button.
The What If Analysis is saved to the database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating Multiple Child RBI Analyses


You can create a child RBI Analysis for all the main RBI Analyses that are linked to a
given Equipment record using the Mass Risk Analysis window.
For example, suppose that in preparation for a planned shutdown this year, you want to
determine which of the eight components on a particular piece of equipment have
unacceptable risk and should be inspected during this year's planned shutdown. In order
to do this, for each main RBI Analysis associated with the eight components on the
particular piece of equipment, you would need to create one child RBI Analysis whose
Effective Risk Analysis Date is equal to this year's planned shutdown. When you are
finished, you would have eight child RBI Analyses, where each one belongs to a separate
main RBI Analysis.

In this case, instead of creating eight child RBI Analyses, one at a time, you would want
to use the Mass Risk Analyses window to create the eight child RBI Analyses at one time.
The following instructions assume that you are viewing the RBI Asset View page for the
Equipment record that is linked to main RBI Analyses for which you want to create child
RBI Analyses.
To create multiple child RBI Analyses:
1. On the Asset Tasks menu, click the Mass Risk Analyses link.
The Mass Risk Analyses window appears.

2. In the Risk Analysis Type section, select the desired child RBI Analysis type.
3. If you selected the Future Risk Analyses option, select a value in the Effective
Date for Risk Analysis list.
4. In the Analysis Input Fields section, select the desired inputs.
5. In the Degradation Mechanism Evaluation Input Fields section, select the desired
inputs.
6. In the Consequence Evaluation Input Fields section, select the desired inputs.
7. Click the Generate Risk Analyses button.
The Analyses tab on the Mass Risk Analyses window appears, and the Calculate Analyses
window appears in front of the Mass Risk Analyses window, displaying the calculation
results of the child RBI Analyses.

8. On the Calculate Analyses window, click the Close button.


Hint: If desired, you can click the Save Results button to save a log of the calculations.
The Analyses tab on the Mass Risk Analyses window returns to focus, displaying one row
in the Analyses grid for each child RBI Analysis that is created.
9. If desired, you can navigate back to the Options tab, repeat steps 2-7 to modify
any of the inputs that you specified, and generate additional child RBI Analyses.
10. On the Analyses tab, review the child RBI Analyses and select the rows
containing the analyses that you want to set to the Risk Completed state.

11. Click the Finalize Selected button.


The Finalizing Risks dialog box appears.

12. On the Finalizing Risks dialog box, click the Close button.
Hint: If desired, you can click the Save Log button to save a log of the child RBI
Analyses being promoted to the Risk Complete state.
13. On the Mass Risk Analyses window, click the Close button.
The Mass Risk Analyses window closes and the RBI Asset View page returns to focus.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Mass Risk Analyses


Window
You can use the Mass Risk Analyses window to create child RBI Analyses. The Mass
Risk Analyses window contains two tabs:

Options
Analyses

Note: The Analyses tab is not displayed until after you generate child RBI Analyses for
the main RBI Analyses that are linked to the Equipment record for which you accessed
the Mass Risk Analyses window.

The following buttons are displayed at the bottom of Mass Risk Analyses window:

Close: Closes the Mass Risk Analyses window.


Help: Displays the context-sensitive help for using the Mass Risk Analyses
window to create child RBI Analyses.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Options Tab


The Options tab of the Mass Risk Analyses window contains the following sections:

Risk Analysis Type


Analysis Input Fields

Degradation Mechanism Evaluation Input Fields

Consequence Evaluation Input Fields

The following button is displayed at the bottom of the Options tab:

Generate Risk Analyses: Displays the Analyses tab of the Mass Risk Analyses
window and the Calculation Status dialog box. When you click this button, child
RBI Analyses are created for all the main RBI Analysis that are linked to the
Equipment record for which you accessed the Mass Risk Analyses window,
according to your selections on the Options tab.

Note: After you generate child RBI Analyses, if you navigate back to the Options tab, the
Generate Risk Analyses button will be disabled, and it will remain disabled until you
modify at least one of the inputs on the Options tab.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Risk Analysis Type Section


The Risk Analysis Type section on the Options tab of the Mass Risk Analyses window
contains options for the type of child RBI Analyses that you want to create.

The Risk Analysis Type section contains the following options:

What-If Analyses
Future Risk Analyses

The Future Risk Analyses option is selected by default. When the Future Risk Analyses
option is selected, the Effective Date for Risk Analysis box is displayed. You can type or
select a date in the Effective Date for Risk Analysis. The value that you specify in the
Effective Date for Risk Analysis box should be the date that you want to be used to
calculate the Future Risk Analyses.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Analysis Input Fields Section


The Analysis Input Fields section on the Options tab of the Mass Risk Analyses window
contains input options for the child RBI Analyses that you want to create.

The Analysis Input Fields section contains the following fields:

Representative Fluid: Displays the list of fluids in the RepresentativeFluids


reference table and the value <Use Parent Data>. The value <Use Parent
Data> is selected by default. If you do not change this selection, the
Representative Fluid selection in the main RBI Analyses will be used in the
corresponding child RBI Analyses that are created.
Scenario ID: You should type a value in this text box that represents the child RBI
Analyses that will be created using the inputs that you specify in all of the
sections on the Options tab.

For example, if you are creating What If Analyses to determine the impact of not
conducting any additional inspections until the year 2020, you might type What If No
Inspections Until 2020 in the Scenario ID text box.
Note: After you generate child RBI Analyses, if you navigate back to the Options tab and
modify any of the inputs, you will be prompted to type a new Scenario ID that will
represent the child RBI Analyses that will created using the modified inputs.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Degradation Mechanism Evaluation


Input Fields Section
The Degradation Mechanism Evaluation Input Fields section on the Options tab of the
Mass Risk Analyses window contains input options for the child RBI Analyses that you
want to create.
The following image shows what the Degradation Mechanism Evaluation Input Fields
section looks like when the Mass Risk Analyses window is accessed for an Equipment
record that is linked to main RBI Analyses containing the following Criticality
Degradation Mech Evaluation records:

Criticality Int. Corr. Deg. Mech. Eval.


Criticality Ext. Corr. Deg. Mech. Eval.

Criticality Env. Crack. Deg. Mech. Eval.

The Degradation Mechanism Evaluations list displays a list of the types of Criticality
Degradation Mech Evaluation records that are linked to the main RBI Analyses
associated with the given Equipment record.
The Inputs for <Degradation Mechanism Evaluations> subsection, where <Degradation
Mechanism Evaluations> is the type of Criticality Degradation Mech Evaluation record
that is selected in the Degradation Mechanism Evaluations list, displays the following
fields, depending upon your selection in the Degradation Mechanism Evaluations list:

Increase Inspections By: Displays a list of the numeric values 1-20 and the value
<Use Parent Data>. The selection in this list represents the number by which the
current inspections for the main RBI Analysis associated with the selected
Degradation Mechanism should be increased for the purposes of calculating the
child RBI Analyses. The value <Use Parent Data> is selected by default. If you do
not change this selection, the number of inspections that is used for the main RBI
Analysis associated with the selected Degradation Mechanism will be applied to
the corresponding child RBI Analysis. This list is displayed when ANY value is
selected in the Degradation Mechanism Evaluations list.
Inspection Confidence: Displays a list of the System Codes that are stored in the
Inspection Confidence System Code Table and the value <Use Parent Data>. The
value <Use Parent Data> is selected by default. If you do not change this
selection, the Inspection Confidence of the main RBI Analysis associated with the
selected Degradation Mechanism will be applied to the corresponding child RBI

Analysis. This list is displayed when ANY value is selected in the Degradation
Mechanism Evaluations list.

Use Parent Inspection Date: A check box that indicates whether or not the
Inspection Date of the main RBI Analysis associated with the selected
Degradation Mechanism will be applied to the corresponding child RBI Analysis.
This check box is displayed only when the following values are selected in the
Degradation Mechanism Evaluations list:

Criticality Int. Corr. Deg. Mech. Eval.

Criticality Ext. Corr. Deg. Mech. Eval.

Criticality Other Damage Mech. Eval.

This check box is selected by default. When this check box is selected, the Inspection
Date list is disabled.

Inspection Date: Allows you to type or select a date. The value that you specify in
this box should be the date of the last inspection for the main RBI Analysis
associated with the selected Degradation Mechanism. This box is displayed only
when the following values are selected in the Degradation Mechanism
Evaluations list:

Criticality Int. Corr. Deg. Mech. Eval.

Criticality Ext. Corr. Deg. Mech. Eval.

Criticality Other Damage Mech. Eval.

This box is disabled when the Use Parent Inspection Date check box is selected.

Damaged At Last Inspection: Displays the following values: <Use Parent Data>,
Yes, and No. The value <Use Parent Data> is selected by default. The selection in
this list should reflect whether or not there was damage at the last inspection for
the main RBI Analysis associated with the selected Degradation Mechanism. This
list is displayed only when Criticality Env. Crack. Deg. Mech. Eval. is selected in
the Degradation Mechanism Evaluations list.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Consequence Evaluation Input Fields


Section
The Consequence Evaluation Input Fields section on the Options tab of the Mass Risk
Analyses window contains input options for the child RBI Analyses that you want to
create.
The following image shows what the Consequence Evaluation Input Fields section looks
like when the Mass Risk Analyses window is accessed for an Equipment record that is
linked to main RBI Analyses records containing a Criticality Consequence Evaluation
record.

The Consequence Evaluations list displays a list of the types of RBI Consequence
Evaluation records that are linked to the main RBI Analyses for the given Equipment
record.
The Inputs for Criticality Consequence Evaluation subsection contains the following
fields:

Lost Production Category: Displays a hard-coded list of the letters A-E and the
value <Use Parent Data>. The letters represent the five levels of consequence
category ratings that are used by the baseline Criticality Calculator. The value
<Use Parent Data> is selected by default. If you do not modify this selection, the
Lost Production Category value for the main RBI Analysis associated with the
selected Consequence Evaluation will be applied to the corresponding child RBI
Analysis.
Toxic Fluid: Displays the list of fluids in the RepresentativeFluids reference table
and the value <Use Parent Data>. The value <Use Parent Data> is selected by
default. If you do not modify this selection, the Toxic Fluid value for the main
RBI Analysis associated with the selected Consequence Evaluation will be
applied to the corresponding child RBI Analysis.
Percent Toxic (Weight Percent): A text box where you should type the percentage,
by molecular weight, of the toxic fluid that you specified in the Toxic Fluid list
that is present in the process stream. This field is displayed only when a value
other than <Use Parent Data> is selected in the Toxic Fluid list. In the following
image, the Percent Toxic (Weight Percent) check box is displayed when a value
other than <Use Parent Data> is selected in the Toxic Fluid list.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

The Analyses Tab


The Analyses tab of the Mass Risk Analyses window displays the Analyses grid and
buttons that allow you to delete or finalize the child RBI Analyses that you have created.

When you create child RBI Analyses, one RBI Criticality Analysis record is created for
each child RBI Analysis. Each row in the Analyses grid represents one RBI Criticality
Analysis record, and the records are grouped according to the Scenario ID that you
defined in the Analysis Input Fields section on the Options tab. The following table lists
the columns that are displayed in the Analyses grid and their corresponding field in the
RBI Criticality Analysis record.

Column in Analyses grid

RBI Criticality Analysis field

Child Analysis

ENTY_ID

Comb Consequence Cat

Comb Consequence Cat

Combined Probability Cat

Combined Probability Cat

Combined Prob Insp Priority

Combined Prob Insp Priority

Component

Component

Criticality Rating

Criticality Rating

Date Criticality Calculated

Date Criticality Calculated

Effective Date for Risk Analysis

Effective Date for Risk Analysis

Environ Crack Insp Priority

Environ Crack Insp Priority

Equipment Description

Equipment Description

Event Type

Event Type

Ext Corr Insp Priority

Ext Corr Insp Priority

Ext Wall Ratio

Ext Wall Ratio

Int Corr Insp Priority

Int Corr Insp Priority

Int Wall Ratio

Int Wall Ratio

Operating Pressure

Operating Pressure

Operating Temperature

Operating Temperature

Other Dmg Mechanism Insp Priority Other Dmg Mechanism Insp Priority
Unit

Unit

The following buttons are displayed below the Analyses grid:

Finalize Selected: Displays the Finalizing Risks window and sets the selected
child RBI Analyses to the Risk Completed state.

Note: If you are a member of the MI RBI Analyst Security Group and the MI RBI
Analyst role is assigned to the Risk Completed state, the State Assignee dialog box will
appear when you click the Finalize Risk button. You can use this dialog box to select the
Security User to assign to the successor state (i.e., Risk Completed). After you do this, the
selected child RBI Analyses will be set to the Risk Completed state.

Delete Selected: After displaying a confirmation message, displays the Deleting


Selected Analyses window and deletes the selected child RBI Analyses.

Note: Child RBI Analyses that have been set to the Risk Complete state cannot be
deleted.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Updating a Main RBI Analysis with


Values in a What If Analysis

If desired, you can update a main RBI Analysis with values in a What If Analysis if you
feel that the data in the What If Analysis is more realistic than the data in its main RBI
Analysis. When you do so, the main RBI Analysis is recalculated using the values in the
What If Analysis.
Note: You can update a main RBI Analysis with values in a What If Analysis only if the
RBI Criticality Analysis record in the main RBI Analysis is set to Created.
To update a main RBI Analysis with values from a What If Analysis:
1. Open the RBI Asset View page for the main RBI Analysis whose values you
want to update.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the Analysis Tasks menu, click the Update Analysis link.


Note: If the What If Analysis has a different Criticality Item Type than its main analysis, a
message will appear warning of the difference. Click the Yes button on the message to
continue updating the main RBI Analysis.
A confirmation message appears, indicating that update was successful. The main RBI
Analysis is updated with the values from the What If Analysis, with some exceptions, and
the main RBI Analysis is also recalculated automatically. Note that the What If Analysis
remains a What If Analysis. There is no indication in the What If Analysis record that it
was used to update the main RBI Analysis, but you can compare the values between the
analyses to see that they are the same.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Values That are Not Transferred from a


What If Analysis to Its Main RBI
Analysis

When you update a main RBI Analysis with values from a What If Analysis, the
following field values are not transferred to the main RBI Analysis:

The values in the following fields in the RBI Criticality Analysis record:

RBI Criticality Analysis


Driving Risk
Event Type
Risk Completed
Risk Completed Date
Sub ID

The values in the following fields in the Criticality Consequence Evaluation


record:

Criticality Consequence Evaluation


Average Leak Rate
Cleanup Cost
Deinventory Time
Distance to End Effect
Estimated Leak Quantity
Estimated Release Rate
Final Phase
Flammable Affected Area
Initial Leak Rate

Leak Size
Pool Size
Probability of Ignition
Release Duration
Toxic Mix Release Rate
Toxicity Area

The values in the following fields in the RBI Degradation Mechanisms records:

RBI Degradation Mechanisms


Combined Consequence
Inspection Priority
Probability of Failure

The values in the following fields in the Criticality Degradation Mech Evaluation
records:

Criticality Env. Crack. Deg. Mech. Eval


Adjusted Years Last Inspection
DF
Likelihood Category
Updated Potential
Years in Service

Years Last Inspection

Criticality Int. Corr. Deg. Mech. Eval


DF
Estimated
Estimated Half Life
Estimated Wall Loss
Fractional Wall Loss
Likelihood Category
Pressure at Minimum Thickness
Structural Minimum Thickness
Wall Ratio
Years in Service

Criticality Ext. Corr. Deg. Mech. Eval


Age
Area Humidity Factor
Calculated Corrosion Rate
Coating Factor
DF
Estimated Minimum Thickness

Estimated Wall Loss


Fractional Wall Loss
Insulation Condition Factor
Insulation Type Factor
Likelihood Category
Wall Ratio
Years in Service

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Setting an Analysis to Risk Completed


You can set an RBI Criticality Analysis record to Risk Completed if it is currently in the
Created state. Note that if an RBI Criticality Analysis record is set to any state that causes
it to belong to the active analysis, setting another RBI Criticality Analysis record that is
linked to the same Criticality Calculator RBI Components record to Risk Completed will
cause the original RBI Criticality Analysis record to be set to Archived, causing it to
become part of an inactive analysis.
When you set an RBI Criticality Analysis record to Risk Completed, all fields in all
Criticality Consequence Evaluation, RBI Degradation Mechanisms, and Criticality
Degradation Mech Evaluation records that are linked to the RBI Criticality Analysis
record will be disabled, with the exception of the Mitigated Risk field in RBI
Degradation Mechanisms records.
To set an RBI Criticality Analysis record to Risk Completed:
1. Open the RBI Asset View page for the main RBI Analysis that you want to set to
Risk Completed.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the datasheet toolbar, click the Operations link, and then click Finalize Risk.
The state is changed to Risk Completed. A red outline has been added to the following
image to highlight the state.

4. On the datasheet toolbar, click the

button to save the record.

The RBI Criticality Analysis record is saved. You can now submit the analysis for
approval.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Submitting an Analysis for Approval


If ASM integration is disabled, you can submit an RBI Analysis for approval if the RBI
Criticality Analysis record is currently in the Risk Completed state. When you submit an
analysis for approval, the Mitigated Risk Rank and Mitigated Financial Risk Rank fields
in RBI Degradation Mechanisms records that are linked to the RBI Criticality Analysis
record will be disabled.
Note: All other fields in all Criticality Consequence Evaluation, RBI Degradation
Mechanisms, and Criticality Degradation Mech Evaluation records that are linked to the
RBI Criticality Analysis record were already disabled when the analysis was set to Risk
Completed.
To submit an RBI Analysis for approval:
1. Open the RBI Asset View page for the main RBI Analysis that you want to
submit for approval.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the datasheet toolbar, click the Operations link, and then click Submit for
Approval.
The state is changed to Pending Approval. A red outline has been added to the following
image to highlight the state.

4. On the datasheet toolbar, click the

button to save the record.

The RBI Criticality Analysis record is saved. You can now approve the analysis.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Approving an Analysis
If ASM integration is disabled, you can approve an RBI Analysis if the RBI Criticality
Analysis record is currently in the Pending Approval state.
To approve an RBI Analysis:
1. Open the RBI Asset View page for the main RBI Analysis that you want to
approve.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the datasheet toolbar, click the Operations link, and then click Approve.
The state is changed to Approved. A red outline has been added to the following image to
highlight the state.

4. On the datasheet toolbar, click the

button to save the record.

The RBI Criticality Analysis record is saved. You can now implement the analysis.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Implementing an Analysis
If ASM integration is disabled, you can implement an RBI Analysis if the RBI Criticality
Analysis record is currently in the Approved state.
To implement an RBI Analysis:
1. Open the RBI Asset View page for the main RBI Analysis that you want to
implement.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the datasheet toolbar, click the Operations link, and then click Implement.
The state is changed to Implemented. A red outline has been added to the following image
to highlight the state.

4. On the datasheet toolbar, click the

button to save the record.

The RBI Criticality Analysis record is saved. If needed, you can re-evaluate the analysis.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Re-evaluating an Analysis
If ASM integration is disabled, you can re-evaluate an RBI Analysis if the RBI Criticality
Analysis record is currently in the Implemented state.
To reevaluate an RBI Analysis:
1. Open the RBI Asset View page for the main RBI Analysis that you want to reevaluate.
2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the datasheet toolbar, click the Operations link, and then click Re-evaluate.
The state is changed to Re-Evaluating. A red outline has been added to the following
image to highlight the state.

4. On the datasheet toolbar, click the

button to save the record.

The RBI Criticality Analysis record is saved. You can now re-implement the analysis.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Re-implementing an Analysis
If ASM integration is disabled, you can re-implement an RBI Analysis if the RBI
Criticality Analysis record is currently in the Re-Evaluating state.
To re-implement an RBI Analysis:
1. Open the RBI Asset View page for the analysis that you want to re-implement.

2. Select the RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

3. On the datasheet toolbar, click the Operations link, and then click Re-implement.
The state is changed to Implemented. A red outline has been added to the following image
to highlight the state.

4. On the datasheet toolbar, click the

button to save the record.

The RBI Criticality Analysis record is saved.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Changing the State of Multiple Analyses


You can change the state of multiple RBI Analyses using the RBI - Review Analyses page.
The RBI - Review Analyses page displays all the RBI Analyses that are not in the
Archived state that are linked to the Equipment or Functional Location record for which
you accessed the RBI - Review Analyses page.
The state to which you can set a particular RBI Analysis is dependent upon its current
state and whether or not ASM integration is enabled. The links displayed on the Analysis
Tasks menu will vary, depending upon these factors.
To change the state of multiple RBI Analyses using the RBI - Review Analyses page:
1. In the grid in the RBI - Review Analyses section, select the row containing the RBI
Criticality Analysis record whose state you want to change. In the following
image, the row containing RBI Criticality Analysis record with Record ID RBI0003222350 is selected.

2. On the Analysis Tasks menu, click the link that corresponds with the state to
which you want to set the RBI Analysis.

The state of the RBI Criticality Analysis is changed depending upon the Analysis Tasks
menu link that you clicked, and the icon and caption that are displayed in the Current
State cell for the selected row are updated to reflect your change. For example, suppose
that the row containing RBI Criticality Analysis record RBI-0003222350 was selected in
the grid, and you clicked the Approve link on the Analysis Tasks menu. The RBI
Criticality Analysis record would be set to the Approved state, and the icon and caption in
the Current State cell would be updated to reflect this change, as seen in the following
image.

3. Repeat steps 1 and 2 for all the RBI Criticality Analysis records the grid in the
RBI - Review Analyses section whose states you want to change.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Viewing All Analyses in the RBI


Explorer Pane
When you first access the RBI Asset View page, only nodes representing active analyses
will be displayed in the RBI Explorer pane. If desired, you can choose to view nodes
representing ALL analyses in the RBI Explorer pane.
To view nodes representing ALL RBI Analyses in the RBI Explorer pane:

On the RBI Asset View page, on the Analysis Tasks menu, click the View All
Analyses link.

The RBI Explorer pane is refreshed to display nodes representing all RBI Analyses that
are associated with the subcomponents that appear in the tree.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Viewing Only Active Analyses in the


RBI Explorer Pane

When you choose to view only nodes representing active analyses in the RBI Explorer
pane, only RBI Analyses that contain RBI Criticality Analysis records that are set to the
following states will be displayed:

Risk Completed
Pending Approval

Approved

Implemented

Re-Evaluating

To view only nodes representing active analyses in the RBI Explorer pane:

On the RBI Asset View page, on the Analysis Tasks menu, click the View Active
Analyses link.

The RBI Explorer pane is refreshed to show only nodes representing active RBI
Analyses.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Refreshing an Analysis
If you calculate multiple RBI Analyses, to see the updated results on the current RBI
Analysis, you will need to refresh the analysis using the following instructions.
Note: Refreshing an analysis will cause you to lose any unsaved changes.
To refresh an analysis:

In the RBI Explorer pane, right-click the RBI Analysis node, and then click
Refresh.

The data in the RBI Criticality Analysis record is refreshed.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Deleting an RBI Analysis


Note that you can delete an RBI Analysis only if the RBI Criticality Analysis record is
not linked to any other RBI Criticality Analysis records or RBI Recommendation records.
To delete an RBI Analysis:
1. Open the RBI Analysis that you want to delete.
2. On the Analysis Tasks menu, click the Delete Analysis link.
A message appears, asking if you really want to delete the RBI Analysis.
3. Click the Yes button.
The RBI Analysis is deleted, including the RBI Criticality Analysis record and all records
to which it is linked.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Promoting Equipment Records


and Associated Analyses to ASM
After an Equipment record is promoted to an Asset Strategy, all RBI Criticality Analysis
records that are linked to the Criticality Calculator RBI Components records to which the
Equipment record is linked are set to the Accepted by ASM state.
For example, suppose Equipment A is linked to two Criticality Calculator RBI
Components records, Component 1 and Component 2, which are each linked to an RBI
Criticality Analysis, Analysis 1 and Analysis 2, respectively. If you promote Equipment A
to ASM, both Analysis 1 and Analysis 2 are set to the Accepted by ASM state.
The following image illustrates this example:

After an Equipment record is promoted to an Asset Strategy, any RBI Recommendation


records to which it is linked are also set to the Accepted by ASM state and cannot be
modified. In addition, the following fields are disabled in the RBI Degradation
Mechanisms records that are linked to the RBI Criticality Analysis records that are set to
the Accepted by ASM state: Mitigated Risk and Mitigated Financial Risk.
If an Equipment record is promoted to an Asset Strategy that is set to the Rework state,
you will need to go back to RBI and create a new RBI Criticality Analysis record for that
Equipment record and Criticality Calculator RBI Components record. After you create
the new RBI Criticality Analysis record and additional RBI Recommendation records,
when you promote that Equipment record to an Asset Strategy again, the Actions that
were created from the first promotion are deleted, and new Actions are created to
represent the new RBI Recommendation records.
Note: You can promote an Equipment record to ASM only if the ASM Integration
Enabled check box is selected on the Administrative Tasks page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Promoting Equipment Records and


Associated Analyses to ASM
Note: You can promote an Equipment record to ASM only if the ASM Integration
Enabled check box is selected on the Administrative Tasks page.
To promote an Equipment record to ASM:
1. On the RBI Asset View page, in the RBI Explorer pane, select the node
representing the Equipment record that you want to promote to ASM. The
following image displays an Equipment node selected in the RBI Explorer pane.

2. On the Component Tasks menu, click the Promote to ASM link.

If the Equipment record is already linked to an Asset Strategy record, the ASM - Asset
Strategy Risks - <Strategy ID> page appears, where <Strategy ID> is the ID of the Asset
Strategy. In this case, the promotion process is complete.
-orIf the Equipment record is not yet linked to an Asset Strategy record, a message appears,
indicating that the Equipment record will be linked to a new Asset Strategy record. In this
case, proceed to step 3 of these instructions to complete the promotion process.
If you click No, Meridium APM will stop linking the selected Equipment record to an
Asset Strategy record.
3. Click the Yes button.
The ASM - Asset Strategy Risks - <Strategy ID> page appears, where <Strategy ID> is
the ID of the Asset Strategy.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Opening an Asset Strategy from RBI


After you have promoted an Equipment record to ASM, you can open the corresponding
Asset Strategy from the RBI Asset View page.
To open an Asset Strategy from RBI:
1. On the RBI Asset View page, in the RBI Explorer pane, select the node
representing the Equipment record whose Asset Strategy you want to open. The
following image displays an Equipment record displayed in the RBI Explorer
pane.

2. On the Component Tasks menu, click the Open ASM link.


The ASM - Asset Strategy Risks - <Strategy ID> page appears, where <Strategy ID> is
the ID of the Asset Strategy.

Note: In the Risks section, the Source column contains the hyperlinked text RBI Analysis
for any Risk record that was created from RBI. You can click any hyperlink to open the
RBI Asset View page, where the RBI Explorer pane will display a node representing the
Equipment record that was promoted to ASM to create that Asset Strategy.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Values Mapped to ASM


When you promote an Equipment record to ASM, several fields in the ASM records are
populated automatically. The following tables list the source RBI records whose field
values are mapped, the target ASM records to which the values are mapped, and the
datasheet captions of the fields that are populated automatically.
Note: The datasheet captions can be seen by opening the records in the Record Manager.

Values Mapped to the Asset Strategy Record


Datasheet
Source RBI
Caption of Asset
Datasheet Caption of Source RBI Field
Record
Strategy Field
Strategy ID

Asset Name

RBI
Criticality
Analysis

Component

Asset

This will vary. Rather than mapping the value in a specific


field in the source Equipment record, the Record ID of the
Equipment record is used as the default value in the Asset
Name field in the Asset Strategy record.

Values Mapped to the Active Strategy Record

Datasheet Caption of Active Strategy Field: Strategy ID


Source RBI Record: RBI Criticality Analysis

Datasheet Caption of Source RBI Field: Component

Values Mapped to the Proposed Strategy Record

Datasheet Caption of Active Strategy Field: Strategy ID


Source RBI Record: RBI Criticality Analysis

Datasheet Caption of Source RBI Field: Component

Values Mapped to Risk Records


Datasheet
Caption of Risk
Field

Source RBI
Record

Datasheet Caption of Source RBI Field

Risk ID

RBI Criticality
Analysis

Component
None

Risk Rank

Financial Risk

Name

RBI Degradation On the datasheet, the source value appears at the


Mechanisms
intersection of the Unmitigated Risk row and the
Strategy Risk Rank column.
None
RBI Degradation On the datasheet, the source value appears at the
Mechanisms
intersection of the Unmitigated Financial Risk row
and the Strategy Risk Rank column.
RBI Degradation
Mechanisms
Degradation Mechanism
-and-

-and-

RBI Criticality
Analysis

Criticality Item Description

RBI Degradation
Mechanisms
Degradation Mechanism
Description

-and-

-and-

RBI Criticality
Analysis

Criticality Item Description

Failure Mode

RBI Degradation
Degradation Mechanism
Mechanisms

Failure Cause

RBI Degradation
Degradation Mechanism
Mechanisms

Note the following details about the information provided in this table:

The value in the Risk ID field is set to <Component> - R00n, where


<Component> is the value in the Component field in the source RBI Criticality
Analysis record, and n is a three-digit numeric value indicating the number of
Risk records or Risk Assessment records that are linked to the Asset Strategy
record. If you are creating Risk record 1 through 9, the three-digit number begins
with 00. For example, the first Risk record's Risk ID would be <Component>R001. If you are creating Risk record 10 through 99, the three-digit number
begins with 0 (i.e., zero). For example, the 15th Risk record's Risk ID would be
<Component>-R015. Note that if you have promoted an Equipment to ASM
multiple times, causing a Risk or Risk Assessment record to be updated, n will be
incremented according to the number of updates that have occurred.

The Name and Description field in each Risk record is populated with a
concatenated value that is constructed using the following syntax: <Criticality
Item Description> - <Degradation Mechanism>, where <Criticality Item
Description> is the value in the Criticality Item Description field in the source
RBI Criticality Analysis record and <Degradation Mechanism> is the value in
the Degradation Mechanism field in the source RBI Degradation Mechanisms
record.

Values Mapped to Risk Assessment Records


Datasheet Caption of
Source RBI
Risk Assessment
Record
Field

Datasheet Caption of Source RBI Field

None
Risk Rank

Financial Risk

RBI Degradation On the datasheet, the source value appears at the


Mechanisms
intersection of the Mitigated Risk row and the
Strategy Risk Rank column.
None
RBI Degradation On the datasheet, the source value appears at the
Mechanisms
intersection of the Mitigated Financial Risk row
and the Strategy Risk Rank column.

Values Mapped to Risk Rank Records


Field Caption
Source RBI
of Risk Rank
Record
Field

Datasheet Caption of Source RBI Field


None

Risk

RBI
Degradation
Mechanisms

The source values that are mapped to the Risk field in


Risk Rank records come from the values that appear on
the Risk Matrix that is accessible from the RBI
Degradation Mechanisms record.
This mapping is best understood through an example.
Suppose you access the Risk Matrix from the Brittle
Fracture RBI Degradation Mechanisms record, and the
unmitigated risk on the Safety tab is 10. In this case, if
you open the Risk Rank records that are linked to the Risk
Assessment record to which the Brittle Fracture Risk
record is linked, the Risk Rank record with the value
Safety in the Category field will contain the value 10 in
the Risk field.
Remember that you can use the Risk Matrix to assess
unmitigated risk only if the Risk Assessment Enabled
check box is selected on the Administrative Tasks page. In
addition, keep in mind that the unmitigated risk values are
calculated automatically. You can override them only if
the Allow Override of Calculated Unmitigated Risk
Values check box is selected on the Administrative Tasks

page.
None
The source values that are mapped to the Production Loss
field in Risk Rank records come from the values that
appear on the Risk Matrix that is accessible from the RBI
Degradation Mechanisms record.

Production
Loss

RBI
Degradation
Mechanisms

This mapping is best understood through an example.


Suppose you access the Risk Matrix from the Brittle
Fracture RBI Degradation Mechanisms record, and the
Production Loss on the Financial tab is 100. In this case,
if you query the Risk Rank records that are linked to the
Risk Assessment record to which the Brittle Fracture Risk
record is linked, the Risk Rank record with the value
Financial in the Category field will contain the value 100
in the Production Loss field.
Remember that you can use the Risk Matrix to assess
unmitigated risk only if the Risk Assessment Enabled
check box is selected on the Administrative Tasks page. In
addition, keep in mind that the unmitigated risk values are
calculated automatically. You can override them only if
the Allow Override of Calculated Unmitigated Risk
Values check box is selected on the Administrative Tasks
page.
None

Maintenance
Cost

RBI
Degradation
Mechanisms

The source values that are mapped to the Maintenance


Cost field in Risk Rank records come from the values that
appear on the Risk Matrix that is accessible from the RBI
Degradation Mechanisms record.
This mapping is best understood through an example.
Suppose you access the Risk Matrix from the Brittle
Fracture RBI Degradation Mechanisms record, and the
Maintenance Cost on the Financial tab is 100. In this case,
if you query the Risk Rank records that are linked to the
Risk Assessment record to which the Brittle Fracture Risk
record is linked, the Risk Rank record with the value
Financial in the Category field will contain the value 100
in the Maintenance Cost field.
Remember that you can use the Risk Matrix to assess
unmitigated risk only if the Risk Assessment Enabled

check box is selected on the Administrative Tasks page. In


addition, keep in mind that the unmitigated risk values are
calculated automatically. You can override them only if
the Allow Override of Calculated Unmitigated Risk
Values check box is selected on the Administrative Tasks
page.

Values Mapped to Action Records


Datasheet Caption of Target
ASM Field

Source RBI Record

Datasheet Caption of Source


RBI Field

Action ID

RBI Criticality
Analysis

Component

Action Type

RBI Recommendation Action Type

Cost

RBI Recommendation Estimated Cost

Cost Basis

RBI Recommendation Estimated Cost Basis


Recommended Inspection Scope
RBI Recommendation

Description

-ANDRecommendation

-ANDRecommendation Basis

Interval

RBI Recommendation RBI Recommendation

Name
Nonrecurring

RBI Recommendation Task Type


NonRecurring?
RBI Recommendation

Shutdown Required

Shutdown Required

Shutdown Required

Target Completion Date

RBI Recommendation Target Completion Date

Note that the value in the Action ID field is set to <Component> - A00n, where
<Component> is the value in the Component field in the source RBI Criticality Analysis
record, and n is a three-digit numeric value indicating the number of Action records that
are linked to the Asset Strategy record. If you are creating Action record 1 through 9, the
three-digit number begins with 00. For example, the first Action record's Action ID would
be <Component>-A001. If you are creating Action record 10 through 99, the three-digit
number begins with 0. For example, the 15th Action record's Action ID would be
<Component>-A015. Note that if you have promoted an Equipment to ASM multiple
times, causing an Action record to be updated, n will be incremented according to the
number of updates that have occurred.

Hard-Coded Values
When you promote an Equipment record to ASM, some values in the ASM records are
hard-coded to be populated with a default value that is different from the standard default
value for these values. The fields and their default values are listed in the following table.
ASM Record

Datasheet Caption

Default Value

Asset Strategy

Description

This strategy was


automatically
generated from RBI

Active Strategy

Description

This strategy was


automatically
generated from RBI

Proposed Strategy

Description

This strategy was


automatically
generated from RBI

Risk

Risk Basis

Risk Based
Inspection

Risk

Source

RBI Analysis

Recommendation

Interval Units

Months

Recommendation

Action Basis

RBI Recommendation

In addition, if you promote an Equipment record that is associated with an RBI


Degradation Mechanisms record that is not linked to an RBI Recommendation record, for
the Risk record that is created from that RBI Degradation Mechanisms record, the
Strategy Mitigated Risk Rank in ASM will be set to the value in the Unmitigated Risk
Rank field in the Risk record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Managing Asset Strategies that Were


Created from RBI
After an Asset Strategy has been created from RBI, you can manage the Asset Strategy
using ASM. Some restrictions will apply to the Asset Strategy, however, depending upon
how the administrative settings are configured. The following subsections indicate which
actions are always allowed, which are always restricted, and which are allowed only if
the appropriate administrative settings are configured.

Always Allowed
The following actions are always allowed for Asset Strategies that were created from
RBI:

Creating new Risks.


Assigning new Actions to Risks that did not originate in RBI.

Managing Asset Strategy states.

In the Risk Analysis, clearing the Selected Actions check box for any Action that
did not originate in RBI.

Assigning new Actions to any Risk that originated in RBI.

Assigning existing Actions that did not originate in RBI to any Risk that did
originate in RBI.

Assigning new Risks to any Action that originated in RBI.

Assigning existing Risks that did not originate in RBI to any Action that did
originate in RBI.

Always Restricted
The following actions are always restricted for Asset Strategies that were created from
RBI:
Risk Records

Undoing a Risk that was created from RBI.


Removing a Risk that was created from RBI.

Assigning Actions that originated in RBI to a Risk that originated in RBI.

For any Risk that was created from RBI, modifying values in the following fields
on the Risk datasheet (listed in the order in which they appear on the datasheet,
from top to bottom):

Name

Description

Risk Basis

Failure Mode

Maintainable Item

Failure Cause

Modifying the unmitigated risk rank or unmitigated financial risk rank for any
Risk that was created from RBI.

Action Records

Removing an Action that was created from RBI.


Assigning Risks that originated in RBI to an Action that originated in RBI.

For any Action that was created from RBI, modifying values in the following
fields on the Action datasheet (listed in the order in which they appear on the
datasheet, from top to bottom):
o

Action Basis

Name

Action Type

Interval

Interval Units

Nonrecurring

Cost

Shutdown Required

Cost Basis

Target Completion Date

Modifying the mitigated risk rank for any Action that was created from RBI.

In the Risk Analysis, clearing the Selected Actions check box for an Action that
was created from RBI.

General

Applying an Asset Strategy Template as a master template to the Asset Strategy

Allowed Depending Upon Administrative Settings


The following table describes actions that are allowed for Asset Strategies that were
created from RBI and the corresponding administrative setting that allows it.

Action

Opening the Risk Matrix to view the


unmitigated risk rank for any Risk that was
created from RBI.

Opening the Risk Matrix to view the


mitigated risk rank for any Action that was
created from RBI.

Corresponding Administrative Option


This action is allowed only if the Risk
Assessment Enabled check box is selected.
If the Risk Assessment Enabled check box is
cleared and you click the hyperlinked
unmitigated risk rank, a message appears,
indicating that you need to view the
unmitigated risk values in RBI (i.e., using the
Degradation Mechanism datasheet).
This action is allowed only if the Risk
Assessment Enabled check box is selected.
If the Risk Assessment Enabled check box is
cleared and you click the hyperlinked
mitigated risk rank, a message appears,

indicating that you need to view the


unmitigated risk values in RBI (i.e., using the
Degradation Mechanism datasheet).
Copying a Risk that was created from RBI.

This action is allowed only if the Risk


Assessment Enabled check box is selected.

Unlinking a driving RBI Recommendation


record from an Action.

This action is allowed if the Recommendation


Creation Enabled check box is cleared.

Linking a new Recommendation record to an This action is allowed if the Recommendation


Action that was created from RBI.
Creation Enabled check box is cleared.
Clearing the Drives Action check box for an
This action is allowed if the Recommendation
RBI Recommendation record that was used to
Creation Enabled check box is cleared.
create an Action.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About TM Analysis Values and RBI


Analyses
You can specify that TML Corrosion Analysis values in a TM Analysis be used to
calculate corrosion rate values that are populated in records that are created when you
create RBI Criticality Analysis records.
Note: This functionality is not available for RBI PRD Analyses.
The workflow for using TM Analysis values to calculate RBI corrosion rate values is as
follows:
1. In TM, create a TM Analysis for the Equipment record that you will also analyze
in RBI. The TM Analysis should contain enough data to allow for Long Term
Corrosion Rate and Short Term Corrosion Rate values to be calculated for the
piece of equipment and the TMLs on the piece of equipment.
For example, a TM Analysis has been created for the Equipment record D0003-097 ~
000000000001056788 VESSEL - MAIN COLUMN TOWER ~ Miscellaneous Vessel
FIX MIS VES. The following image shows the TM Explorer pane that is displayed in the
TM module for this Equipment record.

2. In RBI, create one or more Criticality Calculator RBI Components records for the
Equipment record.
For example, the Criticality Calculator RBI Components records D0003-097-CS-2
D0003-097 ~ 000000000001056788 ~ VESSEL - MAIN COLUMN TOWER ~
Miscellaneous Vessel ~ FIX VES MIS and D0003-097-CS-1 D0003-097 ~
000000000001056788 ~ VESSEL - MAIN COLUMN TOWER ~ Miscellaneous Vessel ~
FIX VES MIS have been created for the Equipment record. The following image shows
the RBI Explorer pane that is displayed in the RBI module for this Equipment record.

3. In RBI, link a Potential Degradation Mechanism record that contains the value
Criticality Calculator Internal Corrosion in the Degradation Mechanism field to
the Criticality Calculator RBI Components records for which you want to specify
that TM Analysis values be used to calculate RBI corrosion rate values.
For example, a Potential Degradation Mechanism record that contains the value
Criticality Calculator Internal Corrosion in the Degradation Mechanism field has been
linked to the Criticality Calculator RBI Components record D0003-097-CS-2 D0003-097
~ 000000000001056788 ~ VESSEL - MAIN COLUMN TOWER ~ Miscellaneous Vessel
~ FIX VES MIS. In the following image, a red outline has been added to the Potential
Degradation Mechanisms tab of the RBI Asset View page to highlight this Potential
Degradation Mechanism record.

4. In RBI, specify for which Active Criticality Calculator RBI Components records
that TM Analysis values should be used to calculate RBI corrosion rate values and
at what level the TM Analysis values should be used.
5. Create RBI Criticality Analysis records for the Criticality Calculator RBI
Components records for which you specified that TM Analysis value should be
used to calculate RBI corrosion rate values.
Note: In addition to being a member of either the MI RBI Administrator or MI RBI
Analyst Security Group, the user who completes steps 2 through 5 must also be a member
of at least one Thickness Monitoring Security Group. These groups include the MI
Thickness Monitoring Administrator, MI Thickness Monitoring Inspector, and MI
Thickness Monitoring User Security Groups.

When you create an RBI Analysis for an RBI Component for which you specified that
TM Analysis values be used to calculate RBI corrosion rate values (step 5), the following
things happen:

A Criticality Int. Corr. Deg. Mech. Eval record is created automatically.

-and

Calculations are performed on the TML Corrosion Analysis values from the
corresponding TM Analysis to populate the following fields in the Criticality Int.
Corr. Deg. Mech. Eval record:

Short Term Avg. Corr. Rate

Long Term Avg. Corr. Rate

These values are displayed on the Input Fields tab of the Int. Corr. Deg. Mech. Eval.
datasheet. In the following image, these fields are outlined in red.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Determining the Level at Which TM


Analysis Values are Used to Calculate
RBI Corrosion Rates
You can specify that TML Corrosion Analysis values in TM Analyses be used to calculate
corrosion rate values that are used in RBI at the:

Equipment level.

TML Group level.

For example, suppose that the Equipment record that you are analyzing in TM and RBI
represents a shell and tube heat exchanger. The shell and tube heat exchanger has two
subcomponents, the shell side and the tube side, each with its own process flow. Since the
corrosion environments of these subcomponents will differ, you have created the
following TML Group records (in the TM module):

TML Group - Shell Side


TML Group - Tube Side

When you first begin analysis on the shell and tube heat exchanger, you are not sure what
the TM corrosion data will show, (i.e., whether TML Group - Shell Side or TML Group Tube Side will have more aggressive corrosion). As a result, you may want to specify in
RBI that TM Analysis values at the equipment level be used to calculate RBI corrosion
rate values.
Continuing with this example, as you analyze the shell and tube heat exchanger in TM,
you notice that a subset of the TMLs on the shell side near the nozzle have very high
corrosion rates. At this point, you create a third TML Group record, TML Group - Shell
Nozzle to represent this subcomponent, and you move the Thickness Measurement
Location records associated with this subcomponent from TML Group - Shell Side to
TML Group - Shell Nozzle. As a result, you may want to now specify in RBI that TM
Analysis values at the TML Group level be used to calculate RBI corrosion rates.
Specifically, you want to specify that the TML Corrosion Analysis value associated with
TML Group - Shell Nozzle be used to calculate RBI corrosion rates.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Using TM Analysis Values at the


Equipment Level
When you specify that TM Analysis values at the equipment level be used to calculate
RBI corrosion rate values, the RBI corrosion rate values are determined based upon the
average of the Long Term Corrosion Rate and Short Term Corrosion Rate values in all
the TML Corrosion Analysis records that are linked Thickness Measurement Location
records that are linked to the Equipment record in the TM Analysis.
Note: TMLs for which the Long Term Corrosion Rate or Short Term Corrosion rate has
not been calculated will be excluded from the calculations that determine RBI Corrosion
rate values.
For example, consider an Equipment record that is linked to five Thickness Measurement
Location records for which five TML Corrosion Analysis records exist with the following
Long Term Corrosion Rate and Short Term Corrosion Rate values.

TML Corrosion Analysis record Long Term Corrosion Rate Short Term Corrosion Rate

1.003 MILS/year
1

1.001 MILS/year
1.003 MILS/year

1.003 MILS/year
1.001 MILS/year

1.001 MILS/year

1 MILS/year

1.001 MILS/year

1.001 MILS/year

None

When you create an RBI Analysis for the RBI Component that corresponds with this
piece of equipment, if you specified that TM Analysis values at the equipment level be
used to determine RBI corrosion rate values, the value in the:

Long Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically is calculated as follows:
Long Term Avg. Corr. Rate = (1.001 + 1.003 + 1.001 + 1 + 1.001) / 5
Long Term Avg. Corr. Rate = (5.006) / 5
Long Term Avg. Corr. Rate = 1.0012

Short Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically is calculated as follows:
Short Term Avg. Corr. Rate = (1.003 + 1.003 + 1.001 + 1.001) / 4
Short Term Avg. Corr. Rate = (4.008) / 4
Short Term Avg. Corr. Rate = 1.002

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Using TM Analysis Values at the TML


Group Level

Note: The following information assumes that you are using the RBI module to complete
this workflow. Alternatively, you can also use the Thickness Monitoring module to
identify the TML Group records whose TML Corrosion Analysis values you want to use
to calculate RBI corrosion rates.
When you specify that TM Analysis values at the TML Group level be used to calculate
RBI corrosion rate values, the RBI corrosion rate values are determined based upon the
average of the Long Term Corrosion Rate and Short Term Corrosion Rate values in the
TML Corrosion Analysis records that are linked to one or more TML Group records that
are linked to the Equipment record that is being analyzed in TM and RBI. The TML
Group records whose TML Corrosion Analysis values are used are determined by your
selections on the Link to TML Groups dialog box.
While you can specify that RBI Corrosion Rate values be determined by one or more
TML Group records by linking the Criticality Calculator RBI Components record to one
or more TML Group record, a TML Group record can be linked to only one Criticality
Calculator RBI Components record.
Note: TMLs for which the Long Term Corrosion Rate or Short Term Corrosion rate has
not been calculated will be excluded from the calculations that determine RBI Corrosion
rate values.
For example, consider an Equipment record that is linked to three TML Group records
whose Thickness Measurement Location records are each linked to five TML Corrosion
Analysis records with the following Long Term Corrosion Rate and Short Term
Corrosion Rate values:

TML Group 1
TML Corrosion Analysis record Long Term Corrosion Rate Short Term Corrosion Rate
1.006 MILS/year
1

1.005 MILS/year
1.003 MILS/year

1.003 MILS/year
1.005 MILS/year

1.006 MILS/year

1 MILS/year

1.001 MILS/year

1.005 MILS/year

None

TML Group 2
TML Corrosion Analysis record Long Term Corrosion Rate Short Term Corrosion Rate
1.004 MILS/year
1

1.004 MILS/year
1.008 MILS/year

1.008 MILS/year
1.005 MILS/year

None

1 MILS/year

1.001 MILS/year

1.005 MILS/year

1.006 MILS/year

TML Group 3
TML Corrosion Analysis record Long Term Corrosion Rate Short Term Corrosion Rate
None
1

1.002 MILS/year
1.005 MILS/year

1.003 MILS/year
1.005 MILS/year

1.006 MILS/year

1 MILS/year

1.001 MILS/year

1.002 MILS/year

1.004 MILS/year

When you create an RBI Analysis for the RBI Component that corresponds with this
piece of equipment, if you specified that TM Analysis values at the TML Group level be
used to calculate RBI corrosion rate values, and you specified that the TML Corrosion
Analysis values associated with TML Group 1 be used, the value in the:

Long Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically would be calculated as follows:

Long Term Avg. Corr. Rate = (1.005 + 1.003 + 1.005 + 1 + 1.005) / 5


Long Term Avg. Corr. Rate = (5.018) / 5
Long Term Avg. Corr. Rate = 1.0036

Short Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically would be calculated as follows:
Short Term Avg. Corr. Rate = (1.006 + 1.003 + 1.006 + 1.001) / 4
Short Term Avg. Corr. Rate = (4.016) / 4
Short Term Avg. Corr. Rate = 1.004

You can specify that TML Corrosion Analysis values from more than one TML Group be
used to calculate RBI corrosion rates. Continuing with the previous example, if you
specified that the TML Corrosion Analysis values associated with TML Group 1 and
TML Group 3 be used to determine RBI corrosion rate values, the value in the:

Long Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically would be calculated as follows:

Long Term Avg. Corr. Rate = (1.005 + 1.003 + 1.005 + 1 + 1.005 + 1.002 + 1.003 +
1.005 + 1 + 1.002) / 10
Long Term Avg. Corr. Rate = (10.03) / 10
Long Term Avg. Corr. Rate = 1.003

Short Term Avg. Corr. Rate field in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically would be calculated as follows:
Short Term Avg. Corr. Rate = (1.006 + 1.003 + 1.006 + 1.001 + 1.005 + 1.006 +
1.001 + 1.004) / 8
Short Term Avg. Corr. Rate = (8.032) / 8
Short Term Avg. Corr. Rate = 1.004

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Specifying That TM Analysis Values Be


Used to Calculate RBI Corrosion Rates
If the TM module is active and you have TM Analyses for pieces of equipment that you
analyze using RBI, you can specify that TML Corrosion Analysis values in a TM
Analysis be used to calculate corrosion rate values that are used in RBI.
Specifically, you must specify for which RBI Components that TML Corrosion Analysis
values should be used to calculate RBI corrosion rate values and at what level the values
should be used. You can specify that TML Corrosion Analysis values be used to calculate
RBI corrosion rates for Criticality Calculator RBI Components records that are in the
Active state only. You cannot specify that values be used to calculate RBI corrosion rates
for Criticality Calculator RBI Components records that are in the Inactive state.
The following instructions assume that you understand how TM Analysis values are used
to determine RBI corrosion rates values, and that you have completed the steps necessary
to use TM Analysis values to calculate RBI corrosion rate values.
To specify for which Criticality Calculator RBI Components records that TM Analysis
values should be used to calculate RBI corrosion rate values and at what level the TM
Analysis values should be used:
1. Access the RBI Asset View page for the Equipment record that is linked to the
Criticality Calculator RBI Components record for which you want to specify that
TM Analysis values be used to calculate RBI corrosion rate values.
2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record for which you want to specify that TM Analysis values
be used to calculate RBI corrosion rate values. In the following image, the node
representing the Criticality Calculator RBI Components record D0003-097-CS-2
D0003-097 ~ 000000000001056788 ~ VESSEL - MAIN COLUMN TOWER ~
Miscellaneous Vessel ~ FIX VES MIS is selected in the RBI Explorer pane.

3. In the datasheet area, select the Corrosion Data tab of the datasheet that is
displayed for the Criticality Calculator RBI Components record. The following
image shows an example of the Corrosion Data tab of the RBI Comp - Cylindrical
Shell datasheet.

4. In the list in the Source of Calculated Corrosion Rates cell, select one of the
following values, depending upon the level at which you want TM Analysis
values to be used to calculate RBI corrosion rates:
o Asset: RBI corrosion rate values will be calculated based upon TM
Analysis values at the equipment level.
o

Manual Entry: RBI corrosion rate values will be entered manually. This
value is selected by default.

Component: RBI corrosion rate values will be calculated based upon TM


Analysis values at the TML Group level. If you select this value and your
TM Analysis does not contain TML Group records, an error message will
appear when you try to access the Link to TML Groups dialog box,
indicating that the TM Analysis does not contain subcomponent records.

5. Click the
button on the toolbar at the top of the datasheet area. If you
selected Component in the list in the Source of Calculated Corrosion Rates cell,
specify the TML Group records whose associated TML Corrosion Analysis values
you want to use to calculate RBI corrosion rate values. If you selected a value
other than Component in the list in the Source of Calculated Corrosion Rates cell,
proceed to step 6.
6. Specify any additional inputs to your RBI Analysis as desired, and create an RBI
Analysis for the selected Criticality Calculator RBI Components record.
The values in the Short Term Avg. Corr. Rate and Long Term Avg. Corr. Rate fields in the
Criticality Int. Corr. Deg. Mech. Eval record that is created automatically when you
create the RBI Analysis are calculated or not calculated, based upon your selection in the
list in the Source of Calculated Corrosion Rates cell. If you selected:
5.
o

Asset, the values are calculated based upon values at the equipment level
in the corresponding TM Analysis.

Manual Entry, the values are not calculated based upon values in the
corresponding TM Analysis. You must enter these values manually.

Component, the values are calculated based upon values at the TML
Group level in the corresponding TM Analysis. Specifically, the values
associated with the TML Group records that you selected on the Link to
TML Groups dialog box are used to calculate the values in these fields.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Specifying TML Group Records


When you specify that TM Analysis values at the TML Group level be used to calculate
RBI corrosion rates, you must select the TML Group records whose associated TML
Corrosion Analysis values should be used. More than one TML Group record's TML
Corrosion Analysis values can be used The following instructions assume that you have
specified that TM Analysis values at the TML Group level be used to calculate RBI
corrosion rates.
To select the TML Group records whose associated TML Corrosion Analysis values
should be used to calculate RBI corrosion rate values:
1. Access the RBI Asset View page for the Equipment record that is linked to the
Criticality Calculator RBI Components record for which you have specified that
TM Analysis values at the TML Group level be used to calculate RBI corrosion
rate values.
2. In the RBI Explorer pane, select the node representing the Criticality Calculator
RBI Components record for which you want TML Corrosion Analysis values to
be used in calculating RBI corrosion rates.
3. On the Component Tasks menu, click the Link to TML Groups link.
The Link to TML Groups dialog box is displayed.

4. In the grid, select the check box in the rows representing the TML Group records
whose associated TML Corrosion Analysis values you want to use to calculate
RBI corrosion rate values. In the following image, the TML Group record with
the Record ID TMLGRP-64252384987 - Tube is selected.

5. Click OK.
The dialog box closes, and the RBI Asset View page returns to focus.
The TML Group records that you selected are linked to the associated Criticality
Calculator RBI Components record through the Mapped to RBI Component relationship,
where the TML Group family is the predecessor.

When you create an RBI Analysis for the selected Criticality Calculator RBI Components
record, the values in the following fields in the Criticality Int. Corr. Deg. Mech. Eval
record that is created automatically are calculated based upon the TML Corrosion
Analysis values associated with the TML Group records that you selected:
9.

Short Term Avg. Corr. Rate

Long Term Avg. Corr. Rate

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the Link to TML Groups Dialog


Box
The Link to TML Groups dialog box is used when you specify that TM Analysis values at
the TML Group level be used to calculate RBI corrosion rate values.

The Link to TML Groups dialog box contains the Select TM Component to Link to RBI
Component <Record ID> grid, where <Record ID> is the Record ID of the Criticality
Calculator RBI Components record for which you accessed the dialog box. One row is
displayed in the grid for each TML Group record that is linked the Equipment record
associated with the Criticality Calculator RBI Components record for which you accessed
the dialog box.
The grid displays the following columns of information:

TM Component ID: Displays the Record ID of the TML Group records that are
linked to the Equipment record that is associated with the Criticality Calculator
RBI Components record for which you accessed the dialog box.
TM Component Description: Displays the value in the Description field in the
TML Group records that are linked to the Equipment record that is associated
with the Criticality Calculator RBI Components record for which you accessed
the Link to TML Groups dialog box.
Linked to RBI Component: Displays the Record ID of the Criticality Calculator
RBI Components record that is linked to the TML Group record represented by
that row. When you select a check box to the left of the TM Component ID

column for a row, the Record ID of the Criticality Calculator Components record
for which you accessed the dialog box is populated in the Linked to RBI
Component cell in that row.
The first column in the grid is unlabeled and contains check boxes that are used for
selecting rows in the grid that represent the TML Group records whose TML Corrosion
Analysis values you want to use to calculate RBI corrosion rate values.
The following buttons are displayed below the grid:

OK: Closes the dialog box and retains any selections that you made.
Cancel: Closes the dialog box and does not retain any selections that you made.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Creating RBI Recommendations


from RBI Analyses
After you calculate an analysis, you might want to recommend that some action be taken
to reduce the calculated risk. These recommendations are stored in RBI Recommendation
records. RBI Recommendation records can be created:

Manually.

Automatically by the Meridium APM system using the Inspection Strategy or


Strategy Logic Case records that exist in the database. RBI Recommendation
records can be created automatically for one main RBI Analysis, or all the main
RBI Analyses that are linked to a given Equipment record.

-or-

Note that you can create these RBI Recommendation records only if the following
conditions are true:

The analysis is a main RBI Analysis.


You are viewing an RBI Criticality Analysis record that is set to Risk Completed
and that is linked to at least one RBI Degradation Mechanisms record.

The Recommendation Creation Enabled check box on the Administrative Tasks


page is selected.

In some cases, you might want to create RBI Recommendation records before you move
the associated RBI Criticality Analysis record to the Risk Completed state. For example,
suppose that your organization defines an RBI Analysis approval process during which
you must review the associated RBI Recommendation records and potentially make
changes to the RBI Analysis. In this case, making changes to the RBI Analysis during
that process, which you cannot do when the RBI Criticality Analysis record is in the Risk
Completed state, may be more desirable than recreating the RBI Analysis (and associated
RBI Recommendation records) at a later time in order to make those changes.
You can create RBI Recommendation records while an RBI Criticality Analysis record is
in the Created state only when the Enable Recommendations to be Generated at Created
State setting is enabled on the Administrative Tasks page. Additionally, when this option
is selected, you cannot generate RBI Recommendation records for an RBI Criticality
Analysis record in the Risk Completed state.
The Meridium APM RBI Best Practice assumes that you will not create RBI
Recommendation records while the associated RBI Criticality Analysis record is in the
Created state. As a result, this documentation assumes that you will only create RBI
Recommendation records for RBI Analyses whose associated RBI Criticality Analysis
record is in the Risk Completed state, and therefore, no additional details are provided
about the workflow for creating RBI Recommendations records for an RBI Criticality
Analysis record that is in the Created state.
Note: You can also create RBI Recommendation records from Inspection Groups.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating RBI Recommendations


Manually
Note: The Meridium APM RBI Best Practice assumes that you will create RBI
Recommendation records manually using the following instructions. If instead you
decide to create an RBI Recommendation record via the Recommendation Management
page, links will not be created between the RBI Recommendation record and the RBI
Criticality Analysis or RBI Degradation Mechanisms records.
You can create RBI Recommendation records manually only while viewing an RBI
Criticality Analysis record that is in the Risk Completed state.
To create an RBI Recommendation record manually:

1. Access the RBI Asset View page for the RBI Analysis for which you want to
create an RBI Recommendation record.
Select the desired RBI Analysis node in the RBI Explorer pane, as shown in the following
image.

2. On the Recommendation Tasks menu, click the Create Recommendation link.


The Recommendation Builder appears, displaying the Welcome screen.

3. Click the Next button.


The Select Degradation Mechanism screen appears.

4. In the Degradation Mechanism list, select the degradation mechanism that can be
prevented if this recommendation is implemented. The list contains the values that
are stored in the Degradation Mechanism field in all RBI Degradation
Mechanisms records that are linked to the selected RBI Criticality Analysis
record.
5. Click the Next button.
The Recommendation Datasheet screen appears.

6. Complete the fields as desired.


7. Click the Finish button.
The RBI Recommendation record is created and displayed on the Degradation
Mechanisms tab below the RBI Degradation Mechanisms record to which it is linked. In
the following image, the new RBI Recommendation record is selected.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Generating RBI


Recommendations Automatically
The Meridium APM database includes a set of baseline Inspection Strategy records that
are used to generate RBI Recommendation records. In other words, RBI
Recommendation records that you create are populated automatically with values that are
stored in the Inspection Strategy records. Before you can generate RBI Recommendations
using Inspection Strategy records, you must:

Import the Policy records provided by Meridium, Inc.

-and

Ensure that the following settings are enabled on the Administrative Tasks page:

Recommendation Creation Enabled

Generate Recommendations using Policy Manager

After you have completed these steps, when RBI Recommendation records are generated
automatically from RBI Analyses, the Meridium APM system uses the following
components to select a Policy record and define the logic used by the Policy record to
select an Inspection Strategy record whose values will be used to populate the RBI
Recommendation record:

One RBI Strategy Mapping Configuration record: Identifies the degradation


mechanism (i.e., the value in the Degradation Mechanism field in the associated
RBI Degradation Mechanisms record) for which a particular Policy record will be
used to generate RBI Recommendation records.
Multiple RBI Strategy Mapping Details records: Identifies the fields in RBI
records that will be used as inputs to the Policy record that is defined in the RBI
Strategy Mapping Configuration record to which the RBI Strategy Mapping
Details record is linked.
One query that is stored in the Catalog location \\Public\Meridium\Modules\Risk
Based Inspection\Queries\Policy Queries: Identifies the criticality item types (i.e.,

the value in the Criticality Item Type field in the associated RBI Criticality
Analysis record) that will be used to select the Policy record that will be used to
select the Inspection Strategy record.
Throughout this documentation, the term RBI Strategy Mapping Group is used to refer to
these components that together define the Policy record logic that is used to generate an
RBI Recommendation record automatically from an RBI Analysis.
Note: The records and queries used in this process are provided by Meridium, Inc. and
delivered to the baseline Meridium APM database.
The families that are used by RBI Strategy Mapping Group functionality are illustrated in
the following image, where boxes represent the RBI Strategy Mapping Configuration and
RBI Strategy Mapping Details entity families, and the arrow represents the Has RBI
Strategy Configuration relationship family.

RBI Recommendation records can be generated automatically by the Meridium APM


system for:

One main RBI Analysis.


All main RBI Analyses that are associated with a single Equipment record.

All main RBI Analyses that are associated with ALL Equipment records that are
represented on the RBI Asset View page.

Additionally, you can generate RBI Recommendation records automatically based on


Inspection Group data. For more details about this functionality, consult the section of
documentation regarding Inspection Groups.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Generating RBI Recommendations


Automatically for a Single RBI Analysis
If the RBI Asset View page displays an Equipment node that is associated with only ONE
main RBI Analysis, you may want to generate RBI Recommendations automatically for
this main RBI Analysis. If, however, the Equipment node is associated with more than
one main RBI Analysis, you may want to generate RBI Recommendation records for
ALL the main RBI Analyses that are associated with that Equipment node. The following

instructions explain how to generate RBI Recommendation records for one main RBI
Analysis.
To generate an RBI Recommendation records automatically for one main RBI Analysis:
1. Access the RBI Asset View page for the Equipment record that is associated with
the RBI Analysis for which you want to generate RBI Recommendation records.
2. Select the RBI Analysis node in the RBI Explorer pane. In the following image,
the node representing the RBI Criticality Analysis record RBI-6425612676 is
selected in the RBI Explorer pane.

3. On the Recommendation Tasks menu, click the Generate Recommendations link.


If the RBI Criticality Analysis record is already linked to one or more RBI
Recommendation records, a message appears, indicating that new RBI Recommendation
will be generated, which might cause the same information to be stored in multiple RBI
Recommendation records. The message asks if you want the Meridium APM system to
continue generating RBI Recommendation records.
4. Click the Yes button.
If you click No, the Meridium APM system will not generate RBI Recommendation
records for the RBI Criticality Analysis record.
The RBI Recommendation records are generated automatically, and a confirmation
message appears, indicating the status of the automatic generation process. On the
Degradation Mechanisms tab, the RBI Degradation Mechanisms records are collapsed
automatically. To see the new RBI Recommendation records that were generated
automatically, you will need to expand the RBI Degradation Mechanisms records to
which they are linked. In the following image, two new RBI Recommendation records
that were generated automatically are outlined in red.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Generating RBI Recommendations


Automatically for Multiple RBI
Analyses Associated with a Single Piece
of Equipment
If the RBI Asset View page displays an Equipment node that is associated with more than
one main RBI Analysis, you may want to generate RBI Recommendations automatically
for ALL the main RBI Analyses that are associated with that Equipment node.
To generate RBI Recommendation records automatically for all the main RBI Analyses
that are associated with a single Equipment node:
1. Access the RBI Asset View page for the Equipment record that is associated with
the RBI Analyses for which you want to generate RBI Recommendation records.
2. In the RBI Explorer pane, select the Equipment node. In the following image, the
node representing the Equipment record D0003-097 ~000000000001056788 ~
VESSEL - MAIN COLUMN TOWER ~ Miscellaneous Vessel ~ FIX VES MIS is
selected in the RBI Explorer pane.

3. On the Recommendation Tasks menu, click the Generate Recommendations link.

The Generate Recommendations dialog box appears, indicating that generating RBI
Recommendation records for the selected Equipment record may take a few minutes. The
message asks if you want the Meridium APM system to continue generating RBI
Recommendation records. Additionally, the Consolidate recommendations for each
Damage Mechanism and Task Type check box is selected by default.

4. If you:
o

Want to consolidate the RBI Recommendation records that will be


generated automatically, accept the default selection in the Consolidate
recommendations for each Damage Mechanism and Task Type check box.

Do not want to consolidate the RBI Recommendation records that will be


generated automatically, clear the Consolidate recommendations for each
Damage Mechanism and Task Type check box.

5. On the Generate Recommendations dialog box, click OK.


If any of the RBI Criticality Analysis records are already linked to one or more RBI
Recommendation records, the Create Recommendations dialog box appears, indicating
that new RBI Recommendation will be generated, which might cause the same
information to be stored in multiple RBI Recommendation records. The message asks if
you want the Meridium APM system to continue generating RBI Recommendation
records.
6. Click the Yes button.
If you click No, the Meridium APM system will not generate RBI Recommendation
records for the RBI Criticality Analysis records.
The Recommendation Generation dialog box appears, displaying the status of the
automatic generation.

7. Click the Close button.


Hint: If you want to save the results of the generation to an external Text file, click the
Save Log button.
The RBI Recommendation records are generated. For each RBI Analysis that is
associated with the selected Equipment record, on the Degradation Mechanisms tab, the
RBI Degradation Mechanisms records are collapsed automatically. To see the new RBI
Recommendation records that were generated automatically, you will need to expand the

RBI Degradation Mechanisms record to which it is linked. Red outlines have been added
to the following image to highlight the RBI Recommendation records with the following
Recommendation IDs were generated automatically for the main RBI Analysis D0003097-CS-2 ~ Column-Top ~ 2/9/2011:

REC - 825

REC - 826

REC - 827

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Generating RBI Recommendations


Automatically for Multiple RBI
Analyses Associated with Multiple
Equipment
If the RBI Asset View page displays more than one Equipment node, you can generate
RBI Recommendations automatically for ALL the main RBI Analyses that are associated
with ALL those nodes.
To generate RBI Recommendation records automatically for all the main RBI Analyses
that are associated with ALL Equipment records:
1. Access the RBI Asset View page for the Equipment records that are associated
with the RBI Analyses for which you want to generate RBI Recommendation
records.
2. In the RBI Explorer pane, select an Equipment node. In the following image, the
node representing the Equipment record A0002-117 ~ MIXER - TANK 709 ~
000000000001071110 is selected in the RBI Explorer pane.

3. On the Recommendation Tasks menu, click the Generate Recommendations link.

The Generate Recommendations dialog box appears.

The Generate recommendations for all assets check box is not selected by default. The
Consolidate recommendations for each Damage Mechanism and Task Type check box IS
selected by default.
4. Select the Generate recommendations for all assets check box.
The message indicates that generating RBI Recommendation records for all the
Equipment records may take a few minutes and asks if you want the Meridium APM
system to continue generating RBI Recommendation records.

5. If you:

Want to consolidate the RBI Recommendation records that will be


generated automatically, accept the default selection in the Consolidate
recommendations for each Damage Mechanism and Task Type check box.

Do not want to consolidate the RBI Recommendation records that will be


generated automatically, clear the Consolidate recommendations for each
Damage Mechanism and Task Type check box.

6. On the Generate Recommendations dialog box, click OK.


If any of the RBI Criticality Analysis records are already linked to one or more RBI
Recommendation records, the Create Recommendations dialog box appears, indicating
that new RBI Recommendation will be generated, which might cause the same
information to be stored in multiple RBI Recommendation records. The message asks if
you want the Meridium APM system to continue generating RBI Recommendation
records.
7. Click the Yes button.
If you click the No button, the Meridium APM system will not generate RBI
Recommendation records for the RBI Criticality Analysis records.
The Recommendation Generation dialog box appears, displaying the status of the
automatic generation.

8. Click the Close button.


Hint: If you want to save the results of the generation to an external Text file, click the
Save Log button.
The RBI Recommendation records are generated. For each RBI Analysis that is
associated with the selected Equipment node, on the Degradation Mechanisms tab, the
RBI Degradation Mechanisms records are collapsed automatically. To see the new RBI
Recommendation records that were generated automatically, you must expand the RBI
Degradation Mechanisms record to which it is linked. A red outline has been added to the
following image to highlight the RBI Recommendation records with the following
Recommendation IDs that were generated automatically for the main RBI Analysis
EOO11A-097-ET1 ~Air Cooled Exchanger-Tbs ~2/9/2011.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing Existing RBI


Recommendations for RBI Analyses
This topic provides instructions on how to access RBI Recommendation records that are
associated with RBI Analyses. For details about how to access RBI Recommendation
records that are associated with Inspection Groups, see that section of the documentation.
To access existing RBI Recommendation records that are associated with an RBI
Analysis:
1. Access the RBI Asset View page so that the RBI Explorer pane displays the node
representing the Equipment record whose RBI Recommendation records you
want to view. The following image shows the Equipment node ~UPPER OIL
COOLER FOR C-303 ~ HXST 109 selected in the RBI Explorer pane.

2. On the Recommendation Tasks menu, click the Review Recommendations link.


The Recommendation Management page appears, displaying the Recommendation
records that are linked to the Equipment record that is associated with the item that was
displayed in the RBI Explorer pane.

From the Recommendation Management page, you can manage the states of the RBI
Recommendation records and create Task records or SAP Notifications.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Inspection Groups


The American Petroleum Institute specifications state that you can group pieces of
equipment that require inspection based upon certain criteria and then perform
inspections for a subset of the equipment in the group rather than for every piece of
equipment in the group. The RBI module facilitates this workflow by allowing you to
create and manage Inspection Groups.
Keeping in mind that an RBI Component represents a group of components that share the
same degradation mechanisms and belong to the same equipment, an Inspection Group
represents a collection of RBI Components belonging to more than one piece of
equipment within the same unit that are similar in such a way that inspections performed
on the piece of equipment associated with one RBI Component will satisfy the inspection
requirements for the pieces of equipment associated with other RBI Components in the
same group.
In addition to sharing a unit, RBI Components that make up an Inspection Group must
also have the same:

Equipment Type

Corrosion Type

Risk Category

In the baseline Meridium APM database, an Inspection Group is represented by an Asset


Group record and its related Grouping Element records. Specifically, each Inspection
Group consists of the following records:

One Asset Group record that stores information about the attributes that are shared
by all RBI Components (e.g., Equipment Type) included in the Inspection Group.
Multiple Grouping Element records that store information about the RBI
Components included in the Inspection Group. Specifically, each Inspection
Group will consist of:
o

One or more Grouping Element records that store information about the
RBI Components whose associated equipment requires inspection.
Additionally, inspections on these pieces of equipment satisfy the
inspection requirements of other pieces of equipment in the same
Inspection Group. Throughout this documentation, we refer to these RBI
Components as Representative RBI Components.

One or more Grouping Element records that store information about the
RBI Components and associated equipment whose inspection
requirements are satisfied by the inspection of the piece of equipment that
is associated with a Representative RBI Component. Throughout this
documentation, we refer to these RBI Components as Represented RBI
Components.

When you create an Inspection Group, the Meridium APM system uses certain criteria to
determine which RBI Components will be included in the Inspection Group, and the
necessary Asset Group record and Grouping Element records are created automatically.
After the Inspection Group has been created, the Meridium APM system then classifies
each Grouping Element record as identifying a Representative or Represented RBI
Component.
This concept is illustrated in the following image, which shows a portion of the RBI data
model. In the following image, the boxes represent entity families, and the arrows
represent relationship families.

The following steps provide the general workflow for using Inspection Group
functionality:
1. Create Inspection Groups.
2. Manage Inspection Groups.
3. Generate RBI Recommendation records from Inspection Groups.
4. Generate Represented Inspections.
Consider the following details about creating and working with Inspection Groups:

Before you create an Inspection Group:


o An RBI Criticality Analysis record that is set to the Risk Completed state
must be linked to each RBI Component included in the Inspection Group.
o

You should review the Inspection Priority Ranges on the Administrative


Tasks page. You can modify these, as desired.

To perform step 4 in this workflow, the Inspection Management license must be


active.

You cannot create Inspection Groups for RBI Components that are linked to RBI
PRD Criticality Analysis records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Representative vs. Represented RBI


Components
Grouping Element records store information about the RBI Components included in an
Inspection Group. Each Grouping Element record identifies one of the following types of
RBI Components:

Representative RBI Component: RBI Components for which you must perform an
inspection on the associated piece of equipment in order to meet the inspection
requirements that are defined by American Petroleum Institute specifications.
Grouping Element records that are classified as Representative RBI Components
meet the following criteria:
The Selected for Inspection field in the Grouping Element record contains
the value True.

The Grouping Element record is linked to at least one other Grouping


Element record and is the predecessor in the Represents Inspections
relationship definition.

Represented RBI Component: RBI Components whose inspection requirements


(defined by American Petroleum Institute specifications) will be satisfied by the
inspection of the piece of equipment that is associated with a Representative RBI
Component in the Inspection Group. Grouping Element records that are classified
as Represented RBI Components meet the following criteria:

The Selected for Inspection field in the Grouping Element record contains
the value False.

The Grouping Element record is linked to one other Grouping Element


record and is the successor in the Represents Inspections relationship
definition.

Additionally, an Inspection Group may contain Grouping Element records whose


Selected for Inspection field is set to True but for which there can be no Represented
Inspections, meaning that there is no relationship between these Grouping Element
records and other Grouping Element records. In this case, inspections are required on the
associated pieces of equipment, but those inspection cannot satisfy the inspection
requirements of other pieces of equipment in the Inspection Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

How is Equipment Type Determined?


In addition to sharing a Corrosion Type, Risk Category, unit, and additional criteria, in
order for RBI Components to be in the same Inspection Group, they must also have the
same Equipment Type. The Equipment Type of an RBI Component identifies the type of
equipment that is associated with the RBI Component and corresponds with the value in
the Component Type field in the associated Criticality Calculator RBI Components
record.
Not every Component Type value in Criticality Calculator RBI Components records is
associated with an Equipment Type for which an Inspection Group can be created. The
following table lists the Equipment Types for which you can create Inspection Groups
and the Component Type values that correspond to each Equipment Type.

Equipment
Type
Piping

Corresponding Component Type


values
Any value that includes the word
Pipe
Any of the following values:
1

Vessels
o
o

Air Cooled ExchangerHeader


Column-Bottom

Tanks

Column-Middle

Column-Top

Filter

Heat Exchanger-Channel

Heat Exchanger-Shell

Pressure Vessel

Reactor

Storage Tank

1. The following Component Type values include the word Pipe: 1/2" Pipe, 3/4" Pipe,
1" Pipe, 1.25" Pipe, 1.5" Pipe, 2" Pipe, 2.5" Pipe, 3" Pipe, 4" Pipe, 5" Pipe, 6" Pipe, 8"
Pipe, 10" Pipe, 12" Pipe, 14" Pipe, 16" Pipe, 18" Pipe, 20" Pipe, 24" Pipe, 26" Pipe, 28"
Pipe, 30" Pipe, 32" Pipe, 34" Pipe, 36" Pipe, 40" Pipe, 42" Pipe, 48" Pipe, 54" Pipe, 56"
Pipe, 60" Pipe, 90" Pipe, or102" Pipe.
The Equipment Type is stored in the Grouping Equipment Type field in the Asset Group
record that belongs to the Inspection Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

How is Corrosion Type Determined?


In addition to sharing an Equipment Type, Risk Category, unit, and additional criteria, in
order for RBI Components to be in the same Inspection Group, they must also have the
same Corrosion Type. The following table lists the Corrosion Types for which you can
create Inspection Groups and the RBI Degradation Mechanisms records and additional
criteria that corresponds to each Corrosion Type.

Corrosion Type
Corrosion Under
Insulation (CUI)

RBI Degradation
Mechanisms record

Additional Criteria

The Insulated? field in the associated


Criticality Calculator Criticality Calculator RBI Components record
External Corrosion

contains the value True.


The Susceptible to CUI field in the associated
RBI Criticality Analysis record contains the
value Yes.
Internal Corrosion
(ICPC)

Criticality Calculator
None
Internal Corrosion

The Corrosion Type that is associated with an Inspection Group is stored in the Corrosion
Type field in the Asset Group record that belongs to that Inspection Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

How is Risk Category Determined?


In addition to sharing an Equipment Type, Corrosion Type, unit, and additional criteria, in
order for RBI Components to be in the same Inspection Group, they must also have the
same Risk Category. The Risk Category for an RBI Component is determined using:

The value that is stored in the Inspection Priority (Unmitigated Risk) field in the
RBI Degradation Mechanisms record that is linked to the associated Criticality
Calculator RBI Components record.

-and

The Inspection Priority Ranges that are defined on the Administrative Tasks
page.

RBI Components may be assigned one of the following Risk Categories:

High
Medium High

Medium

Low

The Risk Category that is associated with an Inspection Group is stored in the Risk
Category field in the Asset Group record that belongs to that Inspection Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Find Inspection Groups


Page
You can use the Find Inspection Groups page to create a new Inspection Group or
identify the existing Inspection Group that you want to work with on the Inspection
Group Details page.
To access the Find Inspection Groups page:

On the RBI Start Page, click the Manage Inspection Groups link.

The Find Inspection Groups page appears.

At this point, you can create a new Inspection Group or run the Manage Inspection
Groups query to identify the existing Inspection Group that you want to work with on the
Inspection Group Details page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Find Inspection Groups


Page
The Find Inspection Groups page contains the Find Inspection Groups workspace that
you can use to run the Manage Inspection Groups query to identify the Inspection Group
that you want to work with on the Inspection Group Details page. The following image
shows an example of the Find Inspection Groups page when the Manage Inspection
Groups query has been run.

The Find Inspection Groups workspace contains the following lists that correspond with
prompts in the Manage Inspection Groups query:

Unit: Contains all Functional Location records in your database that represent
units.
Corrosion Type: Contains the values Corrosion Under Insulation and Internal
Corrosion, which correspond with the Corrosion Types for which you can create
Inspection Groups.

Grouping Equipment Type: Contains the values Piping, Vessels, and Tanks and
Tank Bottoms, which correspond with the Equipment Types for which you can
create Inspection Groups.

Risk Category: Contains the values High, Medium High, High, and Low, which
correspond with the Risk Categories for which you can create Inspection Groups.

The following buttons appear to the right of the lists in the Find Inspection Groups
workspace:

Run Query: Runs the Manage Inspection Groups query based on the values that
you have specified in the query prompts described above.
Stop: Terminates the query process.

A grid appears below the lists in the Find Inspection Groups workspace that displays the
results of the Manage Inspection Groups query. One row is displayed in the grid for each
Asset Group record returned by the query. The following columns are displayed in the
grid, which correspond with fields in the Asset Group record that is associated with the
Inspection Group:

Name
Description

Unit

Corrosion Type

Grouping Equipment Type

Risk Category

Note that:

The Current State column does not correspond with a field in the Asset Group
record. Rather, this column is displayed to help you identify Inspection Groups by
their current state.
The values in the Name column appear as hyperlinks that you can click to access
the Inspection Group Details page for a particular Inspection Group.

The Find Inspection Groups page contains the following task menus: Inspection Group
and Common Tasks.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Running the Manage Inspection Groups


Query
You can run the Manage Inspection Groups query via the Find Inspection Groups page to
identify the Inspection Group that you want to work with on the Inspection Group
Details page. The following instructions assume that you have accessed the Find
Inspection Groups page.
To run the Manage Inspection Groups query:
1. In the Find Inspection Groups workspace, select values that correspond with
Inspection Group that you want to access in the following lists:
o

Unit

Corrosion Type

Grouping Equipment Type

Risk Category

Note: The values contained in the Corrosion Type, Grouping Equipment Type, and Risk
Category lists are stored in System Code Tables used by RBI.
2. Click the Run Query button.
The Manage Inspection Groups query is run, and the results of the query are displayed in
the grid that appears below the lists in the Find Inspection Groups workspace. You can
click the hyperlink in the Name column for any Asset Group record that appears in the
results grid to access the associated Inspection Group on the Inspection Group Details
page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group
The Inspection Group menu on the Find Inspection Groups page contains the following
link:

Create: Displays the Create Inspection Group dialog box, which you can use to
create Inspection Groups via the Find Inspection Groups page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks
The Common Tasks menu on the Find Inspection Groups page contains the following
links:

Print: Displays the Preview window, which shows a preview of the query results
as they will appear on the printed page. From the Preview window, you can select
print options and print the query results. This link is enabled when at least one
Asset Group record appears in the query results grid.

Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.

Help: Displays the context-sensitive Help topic for the Find Inspection Groups
page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Inspection Group Details


Page

You can access the Inspection Group Details page to view the details of the Inspection
Groups that exist for a given unit.
To access the Inspection Group Details page:

On the Find Inspection Groups page, in the Name column in the grid in the Find
Inspection Groups workspace, click the hyperlinked Record ID of the Asset
Group record that is associated with the Inspection Group whose details you want
to view on the Inspection Group Details page.

The Inspection Group Details page appears.

The Record ID of the Asset Group record that you selected on the Find Inspection
Groups page is selected in the Inspection Groups pane, and data that is stored in the
records that make up the Inspection Group appear on the Inspection Group Details tab.
Note: If the Asset Group record that you selected in the results grid on the Find
Inspection Groups page is excluded from the Inspection Groups pane based upon your
filtering criteria, a message will be displayed, indicating that the Inspection Group will
not appear on the Inspection Group Details page. In this case, the Record ID of the Asset
Group record that appears at the top of the Inspection Groups pane will be selected by
default.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Inspection Group Details


Page
The Inspection Group Details page displays information that is stored in the records that
make up existing Inspection Groups. The page contains the following items:

Inspection Groups pane: Displays the Record ID of each Asset Group record that
is associated with each Inspection Group for the unit for which you accessed the
Inspection Group Details page. At the bottom of this pane, the Filters link
appears, which can be used to access the Manage Filters window.
Inspection Group Details tab: Displays a grid that contains values in the
Grouping Element records that are linked to the Asset Group record whose
Record ID is selected in the Inspection Groups pane.

Inspection Group Definition tab: Displays the datasheet for the Asset Group
record whose Record ID is selected in the Inspection Groups pane.

The Inspection Group Details page contains the following task menus: Inspection Group
and Common Tasks.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the Inspection Groups Pane


The Inspection Groups pane displays the Record IDs of all of the Asset Group records
that are:

Associated with the Inspection Groups for the unit for which you accessed the
Inspection Group Details page.

-and

Not excluded by a filter.

Throughout this documentation, we refer to the Record IDs displayed in the Inspection
Groups pane as the Inspection Groups list. The following image shows an example of
the Inspection Groups pane that appears on the Inspection Group Details page.

The icon to the left of each item in the Inspection Groups list indicates the state of the
Asset Group record associated with the Inspection Group. By default, the items in the
Inspection Groups list are sorted in the following order:

Corrosion Type, where Inspection Groups with the Corrosion Type Corrosion
Under Insulation appear first, followed by Inspection Groups with the Corrosion
Type Internal Corrosion.
Equipment Type, where Inspection Groups are displayed in the following order
according to Equipment Type: Piping, Vessels, Tanks.

Risk Category, where Inspection Groups are displayed in the following order
according to Risk Category: High, Medium High, Medium, Low.

State, where Inspection Groups are displayed in the following order according to
their current state: Proposed, Not Implemented, Implemented, Archived.

Creation Date, where Inspection Groups are displayed, in descending order, based
upon the value in the Creation Date field in the associated Asset Group record.

At the top of the Inspection Groups pane, the


hide the Inspection Groups pane.

button appears, which can be used to

At the bottom of the Inspection Groups pane, the Filters link appears, which you can use
to hide Inspection Groups. When filters have been applied to the Inspection Groups pane,
additional items appear at the bottom of this pane, as shown in the following image. A red
outline has been added to this image to highlight these items.

The following additional items appear when filters are applied:

A box containing the filters that are currently applied.

The

The Clear All link, which clears all of the filters that are currently applied.

button, which clears only the filter to the right of this button.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Hiding the Inspection Groups Pane


To hide the Inspection Groups pane:

In the Inspection Groups pane, click the

button.

The Inspection Groups pane collapses, and a vertical tab, Inspection Groups, appears as
shown in the following image. A red outline has been added to the image to highlight this
tab.

After you have hidden the Inspection Groups pane, you can redisplay it.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Viewing the Inspection Groups Pane


When it is Hidden
While the Inspection Groups pane is hidden, if you need to select a different Record ID in
the pane, you can view the pane.
To view the Inspection Groups pane when it is hidden:
1. Point to and pause on the vertical Inspection Groups tab. This tab is outlined in
red in the following image.

The Inspection Groups list expands. If you move your pointer off the Inspection Groups
pane, the pane will collapse again.
2. To lock the pane back into the display position, in the upper, right corner of the
Inspection Groups pane, click the

button.

The Inspection Groups list is locked into the display position.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Manage Filters Window


You can access the Manage Filters window to specify the filter that you want to apply to
the Inspection Groups pane.
To access the Manage Filters window:

At the bottom of the Inspection Groups pane, click the Filters link.

The Manage Filters window appears.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Aspects of the Manage Filters Window


You can use the Manage Filters window to create, modify, delete, apply, or clear filters.
The Manage Filters window contains the following grids:

Standard Filters: Displays one row for each filter that is delivered to the
baseline Meridium APM database that you can apply to the Inspection
Groups list.
Custom Filters: Displays one row for each custom filter that you create and apply
to the Inspection Groups pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating Custom Filters


You can create a custom filter and apply it to the Inspection Groups pane to determine the
Inspection Groups that will appear in the Inspection Groups pane.
To create a custom filter:
1. Access the Manage Filters window.
2. In the Custom Filters grid, in the first empty row, select the following values:
1. In the Field cell, click the
button, and select the field that applies to
the filter that you want to create. The list displays all fields in the Asset
Group family.
2. In the Operator cell, click the
button, and select the operator that you
want to apply to the selected field.

3. In the Value cell, type or select the value to which the selected operator
should be applied.
For example, to show only those Inspection Groups whose associated Asset Group record
contains the value Low in the Risk Category field, you would define the following
custom filter.

3. Click OK.
The Manage Filters window closes, the Inspection Group Details page returns to focus,
and the custom filter is applied automatically to the Inspection Groups pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Applying Filters to the Inspection


Groups Pane
You can apply filters to the Inspection Groups pane to define which items will appear in
the pane. For example, if you apply the filter Hide CUI Inspection Groups, the Inspection
Groups with the Corrosion Type Corrosion Under Insulation will be removed from the
Inspection Groups pane.
To apply one or more filters to the Inspection Groups pane:
1. Access the Manage Filters window.
The Manage Filters window appears.

2. In the Standard Filters grid or the Custom Filters grid, in the row containing the
filter that you want to apply to the Inspection Groups pane, select the Apply check
box. For example, in the preceding image, the Hide CUI Inspection Groups filter
is selected in the Standard Filters grid.
3. Click OK.

The Manage Filters window closes, and the Inspection Group Details page returns to
focus. The Inspection Groups pane is refreshed to display only the Inspection Groups that
meet the filter criteria. In addition:
o

The Inspection Group Details tab is updated to display information only


for the Inspection Groups that are displayed in the Inspection Groups
pane.
A box appears at the bottom of the Inspection Groups pane that lists the
filters that are currently applied.
A new link, Clear All, appears, which you can use to clear the filters that
are currently applied.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Clearing Filters
You can clear the filters that you have applied to the Inspection Groups pane one at a time
or all at once using the instructions in this topic. The following instructions assume that
you are viewing the Inspection Group Details page.
To clear a single filter:

At the bottom of the Inspection Groups pane, in the list of filters, click the
button that appears to the left of the filter that you want to clear.

The Inspection Groups pane is refreshed to display the Inspection Groups that were
previously hidden by the filter.
To clear all filters:

At the bottom of the Inspection Groups pane, click the Clear All link.

The Inspection Groups pane is refreshed to display the Inspection Groups that were
previously hidden by the filters.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group Details Tab


The Inspection Group Details tab contains a grid that displays values in the Grouping
Element records that are associated with the Inspection Group item that is selected in the
Inspection Groups pane. A red outline has been added to the following image to highlight
this tab.

The grid displays the following columns that display values in the Grouping Element
records:

Asset
Component

Inspection Priority

Selected for Inspection

Excluded from Group

The grid also contains the Representative Asset column, which displays the Record ID of
the Equipment record that is associated with the RBI Component defined as the
Representative RBI Component.
You can use this tab to modify proposed Inspection Groups.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group Definition Tab


The Inspection Group Definition tab displays the datasheet for the Asset Group record
that is associated with the Inspection Group item that is selected in the Inspection Groups
pane. A red outline has been added to the following image to highlight this tab.

All of the fields on the datasheet are read-only unless the selected Asset Group record is
in the Proposed state. When the selected Asset Group record is in the Proposed state, you
can modify the value in the Description cell on the datasheet.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group
The Inspection Group menu on the Inspection Group Details page contains the following
links:

Create: Displays the Create Inspection Group dialog box, which you can use to
create Inspection Groups via the Inspection Group Details page.
Refresh: Prompts the Meridium APM system to reevaluate the RBI Components
that are included in the Inspection Group whose node is selected in the Inspection
Groups pane. If the system needs to make any changes to the Grouping Element
records associated with the Inspection Group based upon how you have modified
the Inspection Group, it will do so at this time. This link is enabled only when you
have made changes to the Inspection Group using the Inspection Group Details
tab.

Save: Saves your changes to the Inspection Group whose node is selected in the
Inspection Groups pane. This link is enabled only when you have made changes
to the Inspection Group using the Inspection Group Details tab.

Review Recommendations for Asset: Displays the Recommendation Management


page, where you can review RBI Recommendation records that are linked to the
Equipment record that is associated with the Inspection Group selected in the grid
on the Inspection Group Details tab.

View Report: Displays the Report Viewer page, where you can view and manage
the Inspection Group Report for the Inspection Group that is selected in the
Inspection Groups pane.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Common Tasks

The Common Tasks menu on the Inspection Group Details page contains the following
links:

Send To: Displays a submenu with options that let you provide a link to the
current page on your desktop (create shortcut), in an email message, or on a Home
Page.

Help: Displays the context-sensitive Help topic for the Inspection Group Details
page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Creating Inspection Groups


After certain criteria are met, you can create Inspection Groups using the Create
Inspection Group dialog box that can be accessed via the Find Inspection Groups page or
the Inspection Group Details page. The page from which you access the Create
Inspection Group dialog will depend on your workflow and whether or not Inspection
Groups already exist for the unit for which you want to create an Inspection Group. If one
or more existing Inspection Groups:

Are not associated with the unit, you must use the Find Inspection Groups page to
create Inspection Groups for the unit.
Are associated with the unit, you can use the Find Inspection Groups page or the
Inspection Group Details page to create additional Inspection Groups for the unit.

Note: When you create a new Inspection Group that has the same unit, Equipment Type,
Corrosion Type, and Risk Category as an existing proposed Inspection Group, the
existing Inspection Group will be deleted automatically.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Create Inspection Group


Dialog Box
You can access the Create Inspection Group dialog box to create Inspection Groups via
the Find Inspection Groups page and the Inspection Group Details page.

To access the Create Inspection Group dialog box:

On the Find Inspection Groups or Inspection Group Details page, on the


Inspection Group menu, click the Create link.

The Create Inspection Group dialog box is displayed.


The following image shows an example of what the Create Inspection Group dialog box
looks like when you access it via the Find Inspection Groups page.

The following image shows an example of what the Create Inspection Group dialog box
looks like when you access it via the Inspection Group Details page.

Note that when you access the Create Inspection Group dialog box via the Inspection
Group Details page, the Unit text box contains the Record ID of the Functional Location
record representing the unit for which you accessed the Inspection Group Details page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the Create Inspection Group


Dialog Box
You can use the Create Inspection Group dialog box to:

Create new Inspection Groups via the Find Inspection Groups page.

Create additional Inspection Groups for a unit via the Inspection Group Details
page.

-or-

The following image shows an example of the Create Inspection Group dialog box when
it is accessed from the Find Inspection Groups page.

The Create Inspection Group dialog box displays the following items:

Unit box: Displays the Record ID of the unit for which you are creating a new
Inspection Group. To the right of this text box, the
button appears, which you
can click to access the Find Unit window. This button is enabled only when you
access the dialog box via the Find Inspection Groups page. This box is empty
when you access the dialog box via the Find Inspection Groups page until you
specify a unit via the Find Unit window.
Corrosion Type list: Displays the Corrosion Types for which you can create
Inspection Groups (i.e., Corrosion Under Insulation and Internal Corrosion). Both
Corrosion Types are selected by default.
Grouping Equipment Type: Displays the Equipment Types for which you can
create Inspection Groups (i.e., Piping, Vessels, and Tanks and Tank Bottoms). All
Equipment Types are selected by default.

The following buttons are displayed at the bottom of the Create Inspection Group dialog
box:

OK: Creates new Inspection Groups based upon the criteria that you have
specified.
Cancel: Closes the Create Inspection Group dialog box.
Help: Displays the context sensitive Help topic for the Create Inspection Group
dialog box.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating New Inspection Groups via the


Find Inspection Groups Page
The following instructions assume that you have accessed the Create Inspection Group
dialog box from the Find Inspection Groups page. You can also create additional
Inspection Groups for a unit if you have accessed this dialog box from the Inspection
Group Details page.
To create new Inspection Groups via the Find Inspection Groups page:
1. On the Create Inspection Group dialog box, in the Unit cell, click the

button.

The Find Unit window appears.

The results of the Select Unit for Grouping query are displayed in the Select a Unit grid
on the Find Unit window.
2. Select the row containing the unit for which you want to create new Inspection
Groups, and click the Select button.
The Find Unit window closes, and the Create Inspection Group dialog box returns to
focus.
3. In the Corrosion Type list, select the Corrosion Types for which you want to
create Inspection Groups.
In the following image, both Corrosion Types are selected in the list (i.e., the default
selection).

4. In the Grouping Equipment Type list, select the Corrosion Types for which you
want to create Inspection Groups.
In the following image, all Equipment Types are selected in the list (i.e., the default
selection).

5. Click OK.
One of the following dialog boxes appears:
o

Inspection Grouping Status: Appears when there are no existing


Inspection Groups whose Asset Group record is in a Proposed state and for
which the unit, Corrosion Type, Equipment Type, and Risk Category are
the same as one that you are trying to create. This dialog box indicates the
progress of the Inspection Group creation process.

Confirm Update: Appears when there is an existing Inspection Group


whose Asset Group record is in a Proposed state and for which the unit,

Corrosion Type, Equipment Type, and Risk Category are the same as one
that you are trying to create. The message on this dialog box asks if you
want to continue. Note that if you choose to continue, the existing
Inspection Groups that meet this criteria will be replaced automatically
with the Inspection Groups that you create.

When you click the Yes button on the Confirm Update dialog box, the Inspection
Grouping Status dialog box appears.
Assuming that your records meet the criteria for creating Inspection Groups, the
Inspection Grouping Status dialog box closes, and the Inspection Group Details page
appears, displaying the Inspection Groups that you created in the Inspection Groups pane.

One Asset Group record and multiple Grouping Element records are created
automatically for each Inspection Group that was created.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating Additional Inspection Groups


for a Unit
The following instructions assume that have accessed the Create Inspection Group dialog
box from the Inspection Group Details page and that you want to create additional
Inspection Groups for the unit whose Inspection Groups that you are working with on the
Inspection Group Details page. You can also create new Inspection Groups via the Find
Inspection Groups page if you have accessed this dialog box from that page.
To create additional Inspection Groups for a unit:
1. On the Create Inspection Group dialog box, in the Corrosion Type list, select the
Corrosion Types for which you want to create Inspection Groups.
In the following image, both Corrosion Types are selected in the list (i.e., the default
selection).

2. In the Grouping Equipment Type list, select the Equipment Type for which you
want to create Inspection Groups.
In the following image, all of the Equipment Types are selected in the list (i.e., the default
selection).

3. Click OK.
One of the following dialog boxes appears:
o

Inspection Grouping Status: Appears when there are no existing


Inspection Groups whose Asset Group record is in a Proposed state and for
which the unit, Corrosion Type, Equipment Type, and Risk Category are
the same as one that you are trying to create. This dialog box indicates the
progress of the Inspection Group creation process.

Confirm Update: Appears when there is an existing Inspection Group


whose Asset Group record is in a Proposed state and for which the Unit,
Corrosion Type, Equipment Type, and Risk Category are the same as one
that you are trying to create. The message on this dialog box asks if you
want to continue. Note that if you choose to continue, the existing
Inspection Groups that meet this criteria will be replaced automatically
with the Inspection Groups that you create.

When you click the Yes button on the Confirm Update dialog box, the Inspection
Grouping Status dialog box appears.
Assuming that your records meet the criteria for creating Inspection Groups, the
Inspection Grouping Status dialog box closes, and the Inspection Group Details page
returns to focus, displaying the Inspection Groups that you created in the Inspection
Groups pane. One Asset Group record and multiple Grouping Element records are
created automatically for each Inspection Group that was created.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Managing Inspection Groups


You can perform the following functions via the Inspection Group Details page in the
following ways:

Modify existing Inspection Groups.


Refresh existing Inspection Groups.

Implement existing Inspection Groups.

Reevaluate Inspection Groups.

Run the Inspection Group Report.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Modifying Existing Inspection


Groups
It might be necessary to make changes to Inspection Groups based upon knowledge that
is not captured in your Meridium APM database. For example, your organization might
have policies that dictate a certain inspection schedule for some pieces of equipment for
which unique circumstances exist. In this case, you might want to modify values in the
Grouping Element records in the Inspection Group to ensure that those policies remain
consistent with your inspection practices.
You can modify Inspection Groups by:

Excluding an RBI Component from an Inspection Group.


Specifying that additional RBI Components require inspection.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Excluding an RBI Component from an


Inspection Group
In some cases, it might be necessary to exclude an RBI Component from an Inspection
Group. For instance, if your organizational policy dictates that the piece of equipment
associated with a particular RBI Component must always be inspected, you would not
want to include it in an Inspection Group where its inspection requirements can be
satisfied by the inspection of another piece of equipment. Rather, you might want to
exclude this RBI Component from the Inspection Group so that RBI Recommendation
records would not be generated on its behalf.
Note that when you exclude an RBI Component from an Inspection Group that has been
classified as a Representative RBI Component, you will need to refresh the Inspection
Group. This allows the system to reevaluate the representative and Represented RBI
Component classifications in the Inspection Group to determine whether or not any
changes need to be made to the Inspection Group. This is necessary because the number
of Representative RBI Components that are selected for an Inspection Group is based on
a percentage of the total number of RBI Components that are included in an Inspection
Group. In other words, refreshing the Inspection Group ensures that the number of
Representative RBI Components remains consistent with the ratio between the number of
RBI Components and those selected for inspection by the Meridium APM system.
The following instructions assume that you have accessed the Inspection Group Details
page.
To exclude an RBI Component from an Inspection Group:
1. In the Inspection Groups pane, select the Inspection Group that is associated with
the RBI Component that you want to exclude from the Inspection Group.
2. In the grid on the Inspection Group Details tab, select the row containing the
Grouping Element record representing the RBI Component that you want to
exclude from the Inspection Group.
3. Select the Excluded from Group check box.
4. Repeat steps 1 through 3 for each Grouping Element record whose associated RBI
Component you want to exclude from the Inspection Group.
5. On the Inspection Group menu, click the Refresh link.
If necessary, the Meridium APM system makes changes to other Grouping Element
records in the group (e.g., defines new Representative RBI Components).
6. On the Inspection Group menu, click the Save link.

Your changes are saved to the database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Specifying that Additional RBI


Components Require Inspection
When you evaluate the Representative and Represented RBI Components in an
Inspection Group, you might decide that certain RBI Components that the Meridium
APM system designated as a Represented RBI Component should instead be inspected.
For example, if your organization has decided to execute an inspection schedule that
requires that Equipment A be inspected, you would not want inspections performed on
Equipment B to satisfy the inspection requirements of Equipment A.
Note the following details about specifying that additional RBI Components require
inspection:

These RBI Components will not be considered Representative RBI Components


by the Meridium APM system. In other words, the associated pieces of equipment
will be inspected, but their inspections will not satisfy the inspection requirements
for any other pieces of equipment.
You cannot specify an additional RBI Component as requiring inspection in
either of the following circumstances:
o

-or-

When all of the following conditions are true:

The value in the Risk Category field in the associated Asset Group
record is High.

The value in the Corrosion Type field in the associated Asset


Group record is Internal Corrosion.

The value in the Grouping Element Type field in the associated


Asset Group record is Piping.

The value in the Thinning Type field in the RBI Degradation


Mechanism Evaluation record that is associated with the Asset
Group record is Localized or Pitting.

When both of the following conditions are true:


The value in the Risk Category field in the associated Asset Group
record is Low.

The value in the Corrosion Type field in the associated Asset


Group record is Corrosion Under Insulation.

These restrictions maintain the integrity of the criteria by which the Meridium APM
system groups RBI Components and selects certain RBI Components for inspection.
The following instructions assume that you have accessed the Inspection Group Details
page.
To specify additional RBI Components as requiring inspection:
1. In the Inspection Groups pane, select the Inspection Group whose Grouping
Element record is associated with the additional RBI Component for which you
want to require inspection.
2. On the Inspection Group Details tab, select the row containing the Grouping
Element record representing the additional RBI Component for which you want to
require inspection.
3. Select the Selected for Inspection check box.
4. Repeat steps 1 through 3 for each Grouping Element record whose RBI
Component you want to specify as requiring inspection.
5. On the Inspection Group menu, click the Save link.
Your changes are saved to the database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Refreshing Inspection Groups


Every time you exclude one or more RBI Components from an Inspection Group or clear
the Selected for Inspection check box for any RBI Component displayed in the grid on
the Inspection Group Details tab you must refresh the Inspection Group in order for the
Meridium APM system to reevaluate the RBI Components that are included in the
Inspection Group. Specifically, when you refresh and save an Inspection Group, the RBI
Components are reclassified as either representative or Represented RBI Components

based upon the changes that you make to the RBI Components in the Inspection Group,
and the associated Grouping Element records are updated to reflect these changes.
Note that you can refresh an Inspection Group only when it is in the Proposed state and
you have made changes that require a reevaluation of the Representative and Represented
RBI Components (e.g., you exclude an RBI Component from the Inspection Group).
When the Inspection Group is in any state other than Proposed, changes cannot be made
to the Inspection Group, but you can regroup the Inspection Group.
The following instructions assume that you are viewing the Inspection Group Details
page.
To refresh an Inspection Group:
1. In the Inspection Groups pane, select the Inspection Group requiring refresh.
2. On the Inspection Group menu, click the Refresh link.
3. On the Inspection Group menu, click the Save link.
The Inspection Group is refreshed and any necessary updates are made to the associated
Grouping Element records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Implementing Inspection Groups


When you first create an Inspection Group, its associated Asset Group record is assigned
to the Proposed state by default. From this state, you can implement the Inspection Group
(i.e., transition the Asset Group record that is associated with the Inspection Group from
the Proposed state to the Implemented state) if you want to generate RBI
Recommendation records from the Inspection Group. When you implement an Inspection
Group, you are indicating that you have reviewed the Inspection Group, you are satisfied
with the representative and Represented RBI Component classifications for the
Inspection Group, and you want to generate RBI Recommendation records based upon
those classifications.
Alternatively, if you have reviewed the Inspection Group and you do not want to generate
RBI Recommendation records based upon the classifications of Represented and
Representative RBI Components for the Inspection Group, you might not implement the
Inspection Group. In this case, you would transition the Asset Group record that is
associated with the Inspection Group from the Proposed state to the Not Implemented
state.

Throughout this documentation, the term implemented Inspection Group is used to refer
to an Inspection Group whose associated Asset Group record is set to the Implemented
state. The term unimplemented Inspection Group is used to refer to an Inspection Group
whose associated Asset Group record is set to the Not Implemented state. Note that
implemented and unimplemented Inspection Groups cannot be modified in the same way
that proposed Inspection Groups can be modified. Additionally, when you set an Asset
Group record to either the Implemented or Not Implemented state, any existing
implemented or unimplemented Inspection Group with the same unit, Equipment Type,
Corrosion Type, and Risk Category will be archived automatically.
In order to implement an Inspection Group, the following conditions must be met:

The Recommendation Creation Enabled check box is selected on the


Administrative Tasks page.
If you are implementing an Inspection Group whose Risk Category is Low, the
Corrosion Type is Internal Corrosion. In other words, you cannot implement an
Inspection Group whose Risk Category is Low and Corrosion Type is Corrosion
Under Insulation.
The Policy and Inspection Strategy records necessary to create Recommendation
records for Inspection Groups exist in you database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Implementing Inspection Groups


The following instructions assume that the Inspection Group that you want to implement
meets the criteria for setting an Asset Group record to the Implemented state.
Additionally, these instructions assume that this Inspection Group is selected in the
Inspection Groups pane on the Inspection Group Details page.
To implement an Inspection Group:

Above the tabs on the Inspection Group Details page, click the Operations link,
and then click the Implement option.

The Asset Group record associated with the Inspection Group is set to the Implemented
state, and the appropriate RBI Recommendation records are created automatically by the
Meridium APM system.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Creating RBI Recommendations


from Inspection Groups
RBI Recommendation records are created automatically by Meridium APM when you
implement an Inspection Group. Note that these records are created at a different point in
the RBI workflow than the RBI Recommendation records that you create based upon the
results of an RBI Analysis. However, these two sets of RBI Recommendation records are
similar in several ways. For instance, in both cases:

Inspection Strategy and Strategy Logic Case records that are delivered to the
baseline Meridium APM database are used to create the RBI Recommendation
records automatically.
You can create Task records or SAP Notifications via Recommendation
Management after the RBI Recommendation records exist.
Certain values are mapped to the RBI Recommendation records.

Similar to the way other RBI Recommendation records are generated by the Meridium
APM system, values in the Asset Group and Grouping Element records that are
associated with the implemented Inspection Group determine which Policy record will be
used to generate the RBI Recommendation records. Based on the output of the Policy, the
Meridium APM system will select an Inspection Strategy record whose values will be
mapped to the RBI Recommendation record. For RBI Recommendation records that are
generated from Inspection Groups, however, certain Inspection Strategy records
containing certain values will indicate that no action should be taken on behalf of the RBI
Component that is associated with the RBI Recommendation record. You can think about
RBI Recommendation records generated from Inspection Groups as being divided into
the following two categories:

RBI Recommendation records for which you will perform an action: For these
RBI Recommendation records, you will execute some action related to the piece
of equipment that is associated with the RBI Recommendation record (e.g., create
an Inspection Task record). This type of RBI Recommendation record is generated
for an Equipment record that is associated with an RBI Component included in an
Inspection Group whose Grouping Element record contains the value True in the
Selected for Inspection field.

RBI Recommendation records for which you will not perform an action: For these
RBI Recommendation records, you will not execute any action related to the
piece of equipment that is associated with the RBI Recommendation record (e.g.,
you will not create an Inspection Task record). In this case, the RBI

Recommendation record is generated for an Equipment record that is associated


with an RBI Component included in an Inspection Group whose Grouping
Element record identifies a Represented RBI Component. In this case, the
assumption is that you will instead execute some action related to the piece of
equipment that is associated with the RBI Recommendation record that was
created for the Representative RBI Component.
RBI Recommendation records for which you will not perform an action are generated
when Inspection Strategy values listed in the following table are mapped to the RBI
Recommendation record.

When the Inspection ...This value is mapped from the


...to this field in the RBI
Group's Corrosion
Recommended Inspection Scope field
Recommendation record:
Type is:
in the Inspection Strategy record
Corrosion Under
Insulation

No CUI Inspection Required.

Recommended Inspection
Scope

Internal Corrosion

No Internal Corrosion Inspection


Required.

Recommended Inspection
Scope

Note: RBI Recommendation records will not be created for Inspection Groups whose
Risk Category is Low and Corrosion Type is Corrosion Under Insulation because these
Inspection Groups cannot be implemented.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing Existing RBI


Recommendations for Inspection
Groups
This topic provides instructions on how to access RBI Recommendation records that are
created from Inspection Groups. For details about how to access RBI Recommendation
records that are created from RBI Analyses, see that section of the documentation.
To access existing RBI Recommendation records that are created from an Inspection
Group:

1. Access the Inspection Group Details page.


2. In the Inspection Groups pane, select the Inspection Group item that is associated
with the Equipment record whose RBI Recommendation records you want to
view. The following image shows the Inspection Group item RBIT-UNITB~ICPC~PIPING~HIGH selected in the Inspection Groups pane.

3. On the Inspection Group menu, click the Review Recommendations for Asset
link.
The Recommendation Management page appears, displaying the RBI Recommendation
records that are linked to the Equipment record that is associated with the Inspection
Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Archiving Inspection Groups


When an Inspection Group is archived, the Asset Group record that is associated with the
Inspection Group is set to the Archived state. This process is executed automatically by
the Meridium APM system for existing implemented or unimplemented Inspection
Groups when the Asset Group record associated with another Inspection Group with the
same unit, Equipment Type, Corrosion Type, and Risk Category is transitioned to
Implemented or Not Implemented. When an Inspection Group is archived, RBI
Recommendation records that are associated with the Inspection Group are set to the
Archived state automatically.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Reevaluating Inspection Groups


Because the data that you monitor using RBI can fluctuate, and because Inspection
Groups are created based upon that data, you may need to reevaluate your Inspection
Groups periodically. The workflow for reevaluating Inspection Groups is the same as

creating new Inspection Groups. When you create new Inspection Groups, the Meridium
APM system will evaluate all of the RBI Components that meet the Inspection Group
criteria and create new Inspection Groups, if necessary, based upon the data in RBI
records in your database.
To understand this concept, consider that all RBI Components in an Inspection Group
must have the same:

Unit
Equipment Type

Corrosion Type

Risk Category

While the first three items in this list (i.e., Unit, Equipment Type, and Corrosion Type)
will likely stay the same for a given RBI Component, the Risk Category associated with
an RBI Component may change over time. For instance, if you create and calculate a new
RBI Analysis for the RBI Component, and the Inspection Priority associated with the new
RBI Analysis is different from the Inspection Priority that is associated with the existing
RBI Analysis, then the Risk Category that is associated with the RBI Component may
also change.
Keeping in mind that you can create Inspection Groups only for RBI Components whose
RBI Criticality Analysis record is in the Risk Completed state, when you set the new RBI
Criticality Analysis record to the Risk Completed state, the Inspection Group that
includes the associated RBI Component may need to be reevaluated in order to update the
Representative and Represented RBI Component classifications and ensure that the
pieces of equipment that are specified as selected for inspection are consistent with the
current risk that is associated with those pieces of equipment.
The Meridium APM system indicates that the Risk Category for an RBI Component has
changed using the following fields in the Criticality Calculator RBI Components record:

CUI Inspection Priority Changed: Indicates that the Risk Category has changed
for an RBI Component that is included in an Inspection Group whose Corrosion
Type is Corrosion Under Insulation. When the value in this field is set to True, the
RBI Degradation Mechanisms record that is associated with the Criticality
Calculator RBI Components record contains:
o The value Criticality Calculator External Corrosion in the Degradation
Mechanism field.

-ando

A value in the Inspection Priority (Unmitigated Risk) field that is different


from the value in this same field in the RBI Degradation Mechanisms

record that is associated with the most recently calculated, existing RBI
Analysis.

Int. Corr. Inspection Priority Changed: Indicates that the Risk Category has
changed for an RBI Component that is included in an Inspection Group whose
Corrosion Type is Internal Corrosion. When the value in this field is set to True,
the RBI Degradation Mechanisms record that is associated with the Criticality
Calculator RBI Components record contains:
o

The value Criticality Calculator Internal Corrosion in the Degradation


Mechanism field.

A value in the Inspection Priority (Unmitigated Risk) field that is different


from the value in this same field in the RBI Degradation Mechanisms
record that is associated with the most recently calculated, existing RBI
Analysis.

-and-

Additionally, these values are set to True only when the Criticality Calculator RBI
Components record is associated with a unit for which implemented or unimplemented
Inspection Groups exist.
Information regarding the number of RBI Components for which the value in the field is
set to True is available in the Inspection Group Monitor section that is displayed on the
Mechanical Integrity dashboard. You can use the data displayed in this section to
determine when you should reevaluate your Inspection Groups.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Determining If Inspection Groups


Should be Reevaluated
You can use the data that is displayed in the Inspection Group Monitor section on the
Mechanical Integrity dashboard to determine if you should reevaluate your implemented
and unimplemented Inspection Groups. The following image shows an example of the
Inspection Group Monitor section as it appears on the Mechanical Integrity dashboard by
default.

This section displays the percentage of RBI Components whose CUI Inspection Priority
Changed or Int. Corr. Inspection Priority Changed value is set to True (i.e., the Inspection
Priority for that RBI Component has changed), based on:

The Equipment Type that is associated with the RBI Component.

-and

The Corrosion Type that is associated with RBI Component.

Remember that when the Inspection Priority for an RBI Component has changed, it
indicates that the Risk Category associated with that RBI Component might have
changed as well. While the Inspection Group Monitor section on the Mechanical Integrity
dashboard provides information that you may use to determine if Inspection Groups
should be reevaluated, Meridium, Inc. assumes that your organization will define the
actual thresholds at which you reevaluate Inspection Groups. For example, consider the
first measure that is displayed in the Inspection Group Monitor section.

This measure indicates that the Inspection Priority has changed for four percent of RBI
Components that meet the following criteria:

The Equipment Type of the RBI Component is Piping.


The Corrosion Type of the RBI Component is Corrosion Under Insulation.

If your organization's policy dictates that reevaluation must occur if the Inspection
Priority has changed for five percent of RBI Components, you will not reevaluate your
Inspection Groups at this time. If, however, your organization's policy dictates that
reevaluation must occur if the inspection Priority has changed for three percent of RBI
Components, you should reevaluate the Inspection Groups including the RBI
Components with this Equipment and Corrosion Type. To do so, you should create
Inspection Groups.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Inspection Group Reports


Reports are delivered in the baseline Meridium APM database that can be used to view
information about your Inspection Groups. When you view an Inspection Group report,
you are viewing one main report, and in some cases, a subreport containing additional

information. These reports are stored in the Catalog folder


\\Public\Meridium\Modules\Risk Based Inspection\Reports. In the baseline database, the
following reports are available:

Inspection Group Report: Contains the following sections:


Inspection Group Definition

Inspection Group Details

Inspection Group Excluded Sub Report: Contains the information that is


displayed in the Excluded from Inspection Group section in the Inspection Group
Report.

Inspection Group reports are based on supporting queries that return information that is
stored in the Asset Group and Grouping Element records that make up an Inspection
Group. These queries are stored in the Catalog folder \\Public\Meridium\Modules\Risk
Based Inspection\Report Queries.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Running the Inspection Group Report


You can run the Inspection Group Report to view information about the Inspection
Groups that you use in RBI. When you run the Inspection Group Report, the results of the
report are displayed on the Report Viewer page.
To run the Inspection Group Report:
1. On the Inspection Group Details page, in the Inspection Groups pane, select the
Inspection Group for which you want to run the Inspection Group Report.
2. On the Inspection Group menu, click the View Report link.
The Inspection Group Report appears on the Report Viewer page.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group Definition Section


The Inspection Group Definition section of the Inspection Group Report displays
information that is stored in the Asset Group record that is associated with the Inspection
Group for which you ran the Inspection Group Report. The Inspection Group Definition
section is outlined in red in the following image.

The items that are displayed in the Inspection Group Definition section correspond with
fields in the Asset Group record. The Inspection Group Definition section also contains
the State item, which corresponds with the state of the Asset Group record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group Details Section


The Inspection Group Details section of the Inspection Group Report contains a grid that
displays information that is stored in the Grouping Element records that are associated
with the Inspection Group for which you ran the Inspection Group Report. The
Inspection Group Details section is outlined in red in the following image.

The grid contains the following columns that correspond with Grouping Element fields:

Asset
Component

Inspection Priority

Material Spec

Operating Temperature

Wall Ratio

The rows in the grid with bold text display values in the Grouping Element records that
identify the Representative RBI Components in the Inspection Group. Below these rows,
additional rows are displayed for the Grouping Element records identifying Represented

RBI Components that are related to the Representative RBI Component directly
preceding it in the grid.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Excluded from Inspection Group


Section
The Excluded from Inspection Group section of the Inspection Group Report displays
information that is stored in the Grouping Element records that meet the criteria to be
included in the Inspection Group for which you ran the report, but have been excluded
from the Inspection Group. This section is displayed only when the Inspection Group for
which you are viewing a report contains Grouping Element records that have been
excluded manually from the Inspection Group.
The details in this section are provided via the Inspection Group Excluded Sub Report.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Managing Existing RBI


Recommendations
When you access Recommendation Management from RBI, in addition to performing
any standard Recommendation Management functionality, you can also:

Prepare recommendations for implementation.


View a list of Inspection Task records that are linked to the same Equipment or
Functional Location record to which the displayed RBI Recommendation records
are linked.

Link RBI Recommendation records to an existing Inspection Task record.

Create an Inspection Task record from a single RBI Recommendation record.

Create Inspection Task records from multiple RBI Recommendation records.

Create a Notification record from an RBI Recommendation record, which also


creates a Notification in the SAP database.

Unlink RBI Recommendation records from Inspection Task records.

Note: The Meridium APM RBI Best Practice assumes that you will not create new RBI
Recommendation records via the Recommendation Management page. If you create RBI
Recommendation records in this manner, links will not be created between the RBI
Recommendation record and the RBI Criticality Analysis or RBI Degradation
Mechanisms records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Preparing RBI Recommendations for


Implementation
Before you use an RBI Recommendation record as the basis for creating an Inspection
Task record or an SAP Notification, you may want to specify how that recommendation
should be implemented. To do so, you can use the RBI Recommendation Pre-Planning
Fields datasheet, which contains fields that you can use to store implementation
information. The baseline datasheet is shown in the following image.

Note the behavior of the following fields:

Task Type: Contains a list of Task Types records, where the value in the list is the
Task Type ID of the Task Types records.

Proposed Task ID: Contains a list of Inspection Task records with the selected
Task Type that are also linked to the Equipment record to which the RBI
Recommendation record is linked. The value in the list is the Task ID of the Task
records. If you select an Inspection Task record in the Proposed Task ID list, the
RBI Recommendation record can be linked only to that Inspection Task record.

To access the RBI Recommendation Pre-Planning Fields datasheet:


1. In the Meridium APM Framework, on the Recommendation Management page, in
the Recommendation Management workspace, click any hyperlinked
Recommendation ID.

The <Record ID> (RBI Recommendation) window appears, where <Record ID> is the
Record ID of the RBI Recommendation record, displaying the datasheet that was last
accessed for an RBI Recommendation record. In the following image, the <Record ID>
(RBI Recommendation) window displays the Criticality Calculator datasheet for the RBI
Recommendation record with the Recommendation ID REC-804.

2. In the Datasheet list, select RBI Recommendation Pre-Planning Fields.


The RBI Recommendation Pre-Planning Fields datasheet is displayed on the <Record
ID> (RBI Recommendation) window.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Linking an RBI Recommendation


Record to an Existing Inspection Task
Record
Note: An RBI Recommendation can be linked to only one Inspection Task record at a
time. If an RBI Recommendation record is already linked to one Inspection Task record
and you link it to another Inspection Task record, the RBI Recommendation record will
unlinked from the original Inspection Task record automatically before it is linked to the
new Inspection Task record.
To link an RBI Recommendation record to an existing Task record:
1. In the Meridium APM Framework, access the Recommendation Management
page from RBI.
2. In the grid in the Recommendation Management workspace, select the rows
containing the RBI Recommendation records that you want to link to an existing
Inspection Task record.
3. On the Asset Tasks menu, click the Link to Task link.
The Select Task dialog box appears.

4. In the Select a Task from the List list, select the Inspection Task record to which
you want to link the RBI Recommendation records.
5. Click OK.
The RBI Recommendation records are linked to the Inspection Task record, and a
confirmation message appears, indicating the number of RBI Recommendation records
that were linked to the selected Inspection Task record. If the value in the Desired
Interval field in the Inspection Task record was updated based upon the Estimated Half
Life calculated by RBI, the TM half-life, or time-based inspection settings an additional
confirmation message appears, indicating the source of this value.
Note: If you select an Inspection Task record whose Task ID is not stored in the Proposed
Task ID field in the RBI Recommendation record, a message appears, indicating that the
link cannot be created.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Unlinking an RBI Recommendation


Record from a Task Record
To remove the link between an RBI Recommendation record and an Inspection Task
record:
1. In the Meridium APM Framework, access the Recommendation Management
page from RBI.
2. In the grid in the Recommendation Management workspace, select the RBI
Recommendation records whose link to an Inspection Task record you want to
remove.
3. On the Asset Tasks menu, click the Unlink from Task link.
The links between the RBI Recommendation records and Inspection Task records are
removed, and a confirmation message appears, indicating the number of links that were
removed. If this operation resulted in the value in the Desired Interval field in the
Inspection Task record being updated, an additional message appears, indicating that this
value was updated.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Consolidating RBI


Recommendations
If two or more RBI Recommendation records that are associated with a single Criticality
Calculator RBI Components record contain similar information, you can consolidate
them into a single RBI Recommendation record. When you perform the consolidate
operation, a master RBI Recommendation record will be created to store the consolidated
information. The source RBI Recommendation records will be transitioned to the
Consolidated state, and they will be linked to the master RBI Recommendation record.
When you generate RBI Recommendation records for multiple main RBI Analyses that
are associated with a single Equipment record or for all the main RBI Analyses that are
associated with ALL the Equipment nodes that are displayed on the RBI Asset View
page, you can choose to consolidate the RBI Recommendation records that are associated
with a single Criticality Calculator RBI Components record if they contain the same
values in the following fields:

Damage Mechanism

Task Type

Keep in mind that these values come from the Inspection Strategy record or records that
are linked to the RBI Criticality Analysis record associated with the RBI
Recommendation.
When you choose to consolidate RBI Recommendations based upon this criteria, if more
than one RBI Recommendation record is created with the same combination of values in
the Damage Mechanism and Task Type fields, those RBI Recommendation records will
be set to the Consolidated state. As a result of the consolidation, a master RBI
Recommendation record will also be created from these source records and set to the
Proposed state.
The values in the Damage Mechanism and Task Type fields, in addition to any other
fields containing matching values, in the source RBI Recommendation records will be
used to populate the corresponding fields in the master RBI Recommendation record.
Additionally, the most conservative (i.e., lowest) value in the Recommended Interval
Scope field in the source RBI Recommendation records will match the value in the
Recommended Interval Scope field in the master RBI Recommendation record.

For example, suppose that you wanted to generate RBI Recommendation records for the
following RBI Criticality Analysis records:

RBI Criticality Analysis A that is linked to an RBI Degradation Mechanism record


whose Degradation Mechanism is Criticality Calculator Internal Corrosion and
whose RBI Recommendation record will be created based upon the Inspection
Strategy record that contains the values listed in Table 1.
RBI Criticality Analysis B that is linked to an RBI Degradation Mechanism record
whose Degradation Mechanism is Criticality Calculator Internal Corrosion and
whose RBI Recommendation record will be created based upon the Inspection
Strategy record that contains the values listed in Table 2.
RBI Criticality Analysis C that is linked to an RBI Degradation Mechanism record
whose Degradation Mechanism is Criticality Calculator External Corrosion and
whose RBI Recommendation record will be created based upon the Inspection
Strategy record that contains the values listed in Table 3.

Table 1
Inspection Task Type

Recommended Inspection Interval

RBI - MED - EXCH TUBES 90

Table 2

Inspection Task Type

Recommended Inspection Interval

RBI - MED - EXCH TUBES 120

Table 3
Inspection Task Type

Recommended Inspection Interval

RBI - EXTERNAL - VERY HIGH 180


In this case, four RBI Recommendation records would be created. Because RBI
Criticality Analysis A and RBI Criticality Analysis B are linked to an RBI Degradation
Mechanism record whose Degradation Mechanism value is Criticality Calculator

Internal Corrosion and the associated Inspection Strategy records contain the same
Inspection Task Type value, the RBI Recommendation records generated from these
records would be consolidated automatically into a single, master RBI Recommendation.
The state of the consolidated records would be set to Consolidated, and the state of the
master record would be set to Proposed.
The following table lists the four RBI Recommendation records that would exist in the
database as a result of the automatic RBI Recommendation generation process. Note that
the column labels in the preceding tables match the field names in Inspection Strategy
records, while the column labels in the following table match the field names in RBI
Recommendation records.

State

Damage Mechanism

Task Type

Recommended
Interval Scope

Consolidated

Criticality Calculator
Internal Corrosion

RBI - MED - EXCH


TUBES

90
120

Consolidated

Criticality Calculator
Internal Corrosion

RBI - MED - EXCH


TUBES

Proposed

Criticality Calculator
Internal Corrosion

RBI - MED - EXCH


TUBES

90

Proposed

Criticality Calculator
External Corrosion

RBI - EXTERNAL VERY HIGH

180

Notice that two RBI Recommendation records are set to Proposed. One of them is the
master RBI Recommendation record described in this topic, and the other is the RBI
Recommendation record that was created from the Inspection Strategy record that was
used for RBI Criticality Analysis C.
In the master RBI Recommendation record, the value in the Recommended Interval
Scope field is set to 90 because this is the most conservative (i.e., lowest) value that
exists in the Recommended Inspection Interval field in the source RBI Recommendation
records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Creating Records from RBI


Recommendation Records
On the Recommendation Management page, after an RBI Recommendation record exists,
you can use it as the basis for creating an Inspection Task record or an SAP Notification,
which also creates a corresponding Notification record. You can create:

One Inspection Task record or SAP Notification from one RBI Recommendation
record at a time using the Work Management Item Builder. You can create
Inspection Task records via the Work Management Item Builder from RBI
Recommendation records that have been generated automatically or manually.

Multiple Inspection Task records from multiple RBI Recommendation records at


once (one Inspection Task record will be created per RBI Recommendation
record) via the Generate Tasks link on the Asset Tasks menu. You can create
Inspection Task records via the Generate Tasks link only from RBI
Recommendation records that have been generated automatically.

You can create Inspection Task records from RBI Recommendation records only if they
are in the Approved state. You can create a Notification in SAP only if the SAP Interfaces
license is active.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Work Management Item


Builder
To access the Work Management Item Builder:
1. In the Meridium APM Framework, access the Recommendation Management
page from RBI.
2. In the grid in the RBI Recommendations section, select the RBI Recommendation
record from which you want to create a new Task record or SAP Notification.
3. On the Asset Tasks menu, click the Create WMI link.
The Work Management Item Builder appears, displaying the Welcome screen. You can use
this builder to create an Inspection Task record or an SAP Notification (and

corresponding Notification record) from a single RBI Recommendation record that was
generated automatically or manually.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating an Inspection Task Record or


SAP Notification from a Single RBI
Recommendation Record
You can use the Work Management Item Builder to create an Inspection Task record or an
SAP Notification (and corresponding Notification record) from a single RBI
Recommendation record that was generated automatically or manually.
To use the WMI Builder to create an Inspection Task record or SAP Notification from a
single RBI Recommendation record:
1. In the Meridium APM Framework, access the Work Management Item Builder.
The Work Management Item Builder appears, displaying the Welcome screen.

2. Click the Next button.


The Work Management Item Type screen appears.

The Create a Task option is selected by default, and Inspection Task is selected in the list
by default.
3. To create:

An Inspection Task record, accept the default selections.

An SAP Notification, select the Create an SAP Notification option.

Note: The Create an SAP Notification option is available only if the SAP
Interfaces module is active.
4. Click the Next button.
If you selected the Create a Task option on the previous screen, the Task Datasheet screen
appears, displaying the Inspection Task datasheet.
-orIf you selected the Create an SAP Notification option on the previous screen, the SAP
Notification Datasheet screen appears, displaying the Notification datasheet. Note that
the Description field is populated automatically with values from the RBI
Recommendation record, as specified by the query Get Long Text for Notification, which
is stored in the Catalog folder \\Public\Meridium\Modules\SAP Integration
Interfaces\Queries.
5. Complete the fields, and click the Finish button.
The Inspection Task record or SAP Notification is created.

If an Inspection Task record was created, fields in the Inspection Task


record are populated with values from the source RBI Recommendation
record.
If an SAP Notification was created, a corresponding Notification record is
created, and a confirmation message appears, indicating that the
Notification was created in SAP.

If a Notification was created in SAP, on the datasheet of the source RBI


Recommendation record, the Meridium APM system:

Populates the Work Request Reference cell with the ID of the


corresponding Notification. Note that after the Work Request
Reference cell is populated, the Create SAP Notification check box
becomes disabled.

Populates the Work Request Equipment cell with the value in the
Equipment field in the SAP Notification.

Populates the Work Request Functional Location cell with the


value in the Functional Loc. field in the SAP Notification.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating Inspection Task Records From


Multiple RBI Recommendation
Records
When you access the Recommendation Management page from RBI, you can create
Inspection Task records from multiple RBI Recommendation records at once (one
Inspection Task record will be created per RBI Recommendation record) via the
Generate Tasks link on the Asset Tasks menu. You can create Inspection Task records via
the Generate Tasks link only from RBI Recommendation records that have been
generated automatically. The following instructions assume that you have accessed the
Recommendation Management page from RBI for the RBI Recommendation records
from which you want to create Inspection Task records.
To create Inspection Task records from multiple RBI Recommendation records:
1. On the Recommendation Management page, in the grid in the RBI
Recommendations section, select the rows containing the RBI Recommendation
records from which you want to create Inspection Task records.
2. On the Asset Tasks menu, click the Generate Tasks link.
A confirmation message appears, asking if you want to generate Inspection Task records
for the selected RBI Recommendation records.

3. Click the Yes button.


A confirmation message appears, indicating that new Inspection Task records were
created.
4. Click OK.
The Recommendation Management page returns to focus. Certain fields in the new
Inspection Task records are populated with values from the source RBI Recommendation
records, and new rows are displayed in the grid in the Task for Asset section for each
Inspection Task record that was created. A red outline has been added to the following
image to highlight the Inspection Task records that were created.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Values Mapped to Inspection Task


Records
When you create an Inspection Task record from an RBI Recommendation record, certain
fields in the Inspection Task record are populated with values from the source RBI
Recommendation record, and in some cases, other associated records. The following
table lists these Inspection Task fields, their corresponding RBI Recommendation fields,
and the cases in which values in other associated records are used to populate the
Inspection Task field.

Inspection
Task field

RBI
Notes
Recommendation
field

Asset ID

Asset ID

N/A

Asset Key

Entity Key

Desired
Interval

Recommended
Interval Scope

N/A
Additional values are considered for population in the
Desired Interval field when the:

Task Details

Recommended
Inspection Scope

Consider Half-Life when Determining


Inspection Task Interval setting on the
Administrative Tasks page is enabled.

Task Type value in the Inspection Task record is


associated with one or more time-based
inspection settings.

N/A

Task ID

Task Type

If the Inspection Task record was created from an RBI


Recommendation record via the Generate Tasks link on
the Asset Tasks menu on the Recommendation
Management page, the value in the Task ID field is
populated with a combination of the value in the Task
Type field in the source RBI Recommendation record
and a random number between 1,000 and 10,000. For
example, the value in the Task ID field might be RBILOW-EXCH TUBES 1001.

Task Type

Task Type

N/A

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Inspection Task Intervals


When an Inspection Task record is created from or linked to an RBI Recommendation
record, the Meridium APM system considers values that have been defined at other stages
in the Mechanical Integrity Work Process when determining the value to populate in the
Desired Interval field. The most conservative of these values (i.e., the lowest, non-zero
value) will be populated in the Desired Interval field. The following table provides the
values that are considered in this process, the fields and records in which they exist, the
module with which they are associated, and the conditions under which they will be
considered for population in the Desired Interval field. For values that are sourced from
modules other than RBI, it is assumed that the license for the associated module is active.

Field

Record

Associated
Module

Recommended RBI
RBI
Interval Scope Recommendation

Criteria for being


considered

Notes

The Inspection Task


record is created
from or linked to an
RBI
Recommendation
record.

A single Inspection
Task record may be
linked to more than
one RBI
Recommendation
record. The most
conservative
Recommended
Interval Scope value
(i.e., lowest, non-zero
value) that is
associated with the

Inspection Task record


will be considered for
population in the
Desired Interval field.

Interval

Time Based
Inspection
Interval

Time-based
inspection settings
have been created
via Inspection
Management where
Inspection an inspection
Management interval is defined
for a particular task
type that is
associated with the
Inspection Task
record.
The Consider HalfLife when
Determining
Inspection Task
Interval setting is
enabled.

A single task type may


be associated with
more than one Time
Based Inspection
Interval record. The
most conservative
Interval value (i.e.,
lowest, non-zero
value) will be
considered for
population in the
Desired Interval field.

A single Equipment
record may be linked
to more than one
Criticality Int. Corr.
Deg. Mech. Eval
-andCriticality Int.
record. The most
Estimated Half
Corr. Deg. Mech. RBI
conservative
Life
The value in the
Eval
Estimated Half Life
Damage Mechanism
value (i.e., lowest,
field in the
non-zero value) will
associated RBI
be considered for
Recommendation
population in the
record is Criticality
Desired Interval field.
Calculator Internal
Corrosion.
A TM Analysis
TM half-life N/A
Thickness exists for the
TM half-life is not
Monitoring Equipment record stored in a record in
that is associated
(TM)
the Meridium APM
with the Inspection database, but rather, it
Task record.
is calculated using
values that are stored
-andin a TM Analysis. The
calculated TM halfThe Consider Half- life is associated with
the Equipment record
Life when

Determining
Inspection Task
Interval setting is
enabled.
-and-

that is associated with


the Inspection Task
record to which the
The value in the
Damage Mechanism RBI Recommendation
record is linked.
field in the
associated RBI
Recommendation
record is Criticality
Calculator Internal
Corrosion.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Time-Based Inspection Settings and


Inspection Task Records
When the Inspection Management license is active in conjunction with RBI, and you
create time-based inspection settings in Inspection Management, the inspection intervals
that you define will also be considered by the Meridium APM system when populating
the value in the Desired Interval field in Inspection Task records that you create from or
link to an RBI Recommendation record. Specifically, if you define an inspection interval
for a type of inspection task that corresponds with the Task Type value in the Inspection
Task record, that value will be considered by the Meridium APM system when populating
the value in the Desired Interval field in the Inspection Task record.
For example, consider that the time-based inspection settings shown in the following
table exist.

Time-Based
Inspection Setting
1

Unit Component Family

Equipment

Task
Type

Default
Inspection
Interval

Criticality RBI
Unit
Component - Exchanger
A
Bundle

N/A

CUI

24

Unit
N/A
A

N/A

CUI

12

Now, consider that:

The Inspection Task record Task-1 is linked to an Equipment record that resides in
Unit A and is linked to records in the Criticality RBI Component - Exchanger
Bundle family.
The value in the Task Type field in the Inspection Task record Task-1 is CUI .
Task-1 was created from or linked to an RBI Recommendation record whose
Recommended Interval field contains the value of 120 (Months).

In this case, the Meridium APM system would consider the following values for
population in the Desired Interval field in the Inspection Task record:

12: The most conservative (i.e., lowest) inspection interval as defined by the timebased inspection settings that are associated with the Task Type CUI.

120: The value in the Recommended Interval field in the RBI Recommendation
record that is linked to Task-1.

The Meridium APM system would then populate the following values in the following
fields in the Inspection Task record:

Desired Interval: 12 (the most conservative of the values considered).


Desired Interval Basis: Time-Based Inspection Settings.

Note that if the Consider Half-Life when Determining Inspection Task Interval setting is
enabled on the Administrative Tasks page, additional values will be considered when
determining the Desired Interval value in the Inspection Task record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Considering Half-Life When


Determining an Inspection Task
Interval

When the Consider Half-Life when Determining Inspection Task Interval setting is
enabled, the following additional values are considered for population in the Desired
Interval field in Inspection Task records that are created from or linked to an RBI
Recommendation record whose Damage Mechanism field contains the value Criticality
Calculator Internal Corrosion:

The most conservative (i.e., the lowest) Estimated Half Life in all the Criticality
Int. Corr. Deg. Mech. Eval records that are linked to the Equipment record that is
associated with the Inspection Task.

The TM half-life of the Equipment record that is associated with the Inspection
Task record.

The workflow for considering half-life when determining the value that is populated in
the Desired Interval field in certain Inspection Task records is as follows:
1. In TM, create a TM Analysis for the Equipment record that you will also analyze
in RBI. The TM Analysis should contain enough data to allow for TM half-life to
be determined.
For example, a TM Analysis has been created for the Equipment record DOOO3-097 ~
VESSEL - MAIN COLUMN TOWER ~000000000001056788. The following image
shows the TM Explorer pane that is displayed in the TM module for this Equipment
record.

2. In RBI, enable the Consider Half-Life when Determining Inspection Task Interval
setting on the Administrative Tasks page.
3. In RBI, create one or more Criticality Calculator RBI Components records for the
Equipment record.
For example, the Criticality Calculator RBI Components records Column-Bottom
D0003-097-CS1 and Column-Top D0003-097-CS2 have been created for the Equipment
record. The following image shows the RBI Explorer pane that is displayed in the RBI
module for this Equipment record.

4. In RBI, link a Potential Degradation Mechanism record that contains the value
Criticality Calculator Internal Corrosion in the Degradation Mechanism field to
the Criticality Calculator RBI Components record.
For example, a Potential Degradation Mechanism record that contains the value
Criticality Calculator Internal Corrosion in the Degradation Mechanism field has been

linked to the Criticality Calculator RBI Components record Column-Bottom D0003-097CS1. In the following image, a red outline has been added to the Potential Degradation
Mechanisms tab of the RBI Asset View page to highlight this Potential Degradation
Mechanism record.

5. Create RBI Criticality Analysis records for these Criticality Calculator RBI
Components records.
Calculations are performed to determine the Estimated Half Life in the Criticality Int.
Corr. Deg. Mech. Eval records that are associated with the Criticality Calculator RBI
Components records. This value is considered when populating the Desired Interval field
in the Inspection Task record that is created in step 7.
6. Generate RBI Recommendation records that contain the value Criticality
Calculator Internal Corrosion in the Damage Mechanism field.
7. From these RBI Recommendation records, create an Inspection Task record.
Calculations are performed to determine the TM half-life, and the result of this
calculation is considered when populating the Desired Interval field in the Inspection
Task record.
The Desired Interval field is displayed in the grid in the Task section of the
Recommendation Management page. A red outline has been added to the following
image to highlight the Desired Interval field.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About TM Half-Life
TM half-life refers to a value that is calculated using values that are stored in a TM
Analysis, but TM half-life is not stored in a record in the Meridium APM database. If you
have completed the necessary steps, TM half-life will be considered when populating the
Desired Interval field in Inspection Task records that are created from or linked to an RBI
Recommendation record whose Damage Mechanism field contains the value Criticality
Calculator Internal Corrosion.

TM half-life is calculated using the values in the following fields in the following records
that are linked to the Equipment record that you are analyzing in RBI and TM:

The Asset Controlling Remaining Life field in the Asset Corrosion Analysis
record.

The Remaining Life Factor field in the Corrosion Analysis Settings record.

TM half-life is calculated using the following equation:


TM half-life = Asset Controlling Remaining Life x Remaining Life Factor
For example, consider an Equipment record that is linked to the following records with
the following values.

Record
Asset Corrosion Analysis

Field

Value

Asset Controlling Remaining Life 59 months

Corrosion Analysis Settings Remaining Life Factor

.5

The TM half-life associated with this Equipment record would be calculated this way:
TM half-life = Asset Controlling Remaining Life x Remaining Life Factor
TM half-life = 59 months x .5
TM half-life = 29.5 months

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Overview of Pressure Relief Devices


A pressure relief device is a device that protects equipment or RBI Components from
pressure buildup. In RBI, you will store information about pressure relief devices in
records belonging to subfamilies of the Criticality Calculator PRD Components family.
Specifically, the RBI module supports the use of the following types of pressure relief
devices:

Pressure relief valves (stored in Criticality Calculator PRD Component - Relief


Valve records)
Rupture disks (stored in Criticality Calculator PRD Component - Rupture Disk
records)

Note: Throughout this documentation, where the distinction between the two subfamilies
is irrelevant to the discussion, you will see the term Criticality Calculator PRD
Components record to refer to a record in either subfamily.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Pressure Relief Device Data Structure


Each Criticality Calculator PRD Components record is linked to other records to further
define that pressure relief device. For example, Criticality Calculator PRD Components
records are linked to Potential Degradation Mechanisms records, which define the ways
in which the pressure relief device can fail. The following image illustrates the records to
which Criticality Calculator PRD Components records are linked.

In this image, you can see that the Equipment box appears twice. In this image, each
Equipment box represents a separate Equipment record. In RBI, you can link a Criticality
Calculator PRD Components record to predecessor Equipment records using the
following relationships for the following purposes:

Has RBI Components: Used to identify the pressure relief device itself. In this
case, the predecessor Equipment record represents the pressure relief device, and
the database would contain two records to represent the same pressure relief
device: the Equipment record and the Criticality Calculator PRD Components
record.

Asset Is Protected By: Used to identify the equipment that is protected by the
pressure relief device. In this case, the predecessor Equipment records represent
pieces of equipment that are protected by the pressure relief device.

You can manage pressure relief devices on the following pages:

RBI Unit View page


RBI Asset View page

When you are viewing a pressure relief device on the RBI Unit View page, the records
that are outlined in red in the following image are displayed.

Note: In addition to the records outlined in red, the RBI Unit View page also displays the
Functional Location record to which the RBI System record is linked.
When you are viewing an RBI PRD Analysis on the RBI Asset View page, the records
that are outlined in red in the following image are displayed:

Note: In addition to the records outlined in red, the RBI Asset View page also displays
additional records to which the RBI Criticality Analysis record is linked, such as RBI
Degradation Mechanisms records. These records are not included in the preceding image
because they are not directly linked to the Criticality Calculator PRD Components record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Creating Criticality Calculator


PRD Components Records
You can create a Criticality Calculator PRD Components record using the same
workflows that you use for creating Criticality Calculator RBI Components record. When
creating Criticality Calculator PRD Components records, keep the following guidelines
in mind:

When prompted to select an Equipment record, you should select the Equipment
record representing the pressure relief device itself.
When prompted for the Component Family, you should select one of the
following options:

Criticality Calculator PRD Component - Relief Valve

Criticality Calculator PRD Component - Rupture Disk

When prompted for the Component Type, you should select one of the following
options:

Balanced Bellows PRD

Conventional PRD

Pilot-Operated PRD

PRD with Rupture Disk

Rupture Disk Only

An Equipment record cannot be linked to Criticality Calculator RBI Components


records and Criticality Calculator PRD Components records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Viewing RBI PRD Analyses


After you have created Criticality Calculator PRD Components records, identified the
equipment or RBI Components that it protects, and created one or more RBI PRD
Analyses for that pressure relief device, the RBI Asset View page displays a tree structure
that contains nodes representing:

The predecessor Equipment record representing the pressure relief device itself.
The Criticality Calculator PRD Components record representing the pressure
relief device itself.

The successor RBI PRD Criticality Analysis records to which the Criticality
Calculator PRD Components record is linked.

The predecessor Equipment or Criticality Calculator RBI Components records to


which the Criticality Calculator PRD Components record is linked, where those
records represent the pieces of equipment or RBI Components that are protected
by the pressure relief device.

Note: Although these Equipment or Criticality Calculator RBI Components records are
predecessors to the Criticality Calculator PRD Components record, they are displayed as
child nodes in the RBI Explorer pane.

For example, consider the following image.

In this image:

The Equipment record representing the pressure relief device itself is represented
by the root node with the
icon.
The Criticality Calculator PRD Components record representing the pressure
relief device itself is represented by the Pilot-Operated PRD PRD0013-074-XX-1
node.

The successor RBI PRD Analysis is represented by the node with the

icon.

The predecessor Criticality Calculator RBI Components record to which the


Criticality Calculator PRD Components record is linked is represented by the
D0003-097-CS-1 ~ D0003-097-CS node.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Identifying Protected Equipment


or RBI Components
After you have created a Criticality Calculator PRD Components record to identify a
pressure relief device, you can identify the equipment or RBI Components that it
protects. Note the following guidelines:

A pressure relief device can protect either equipment or RBI Components, but not
both.

If a pressure relief device protects equipment, it can protect one or many


pieces of equipment.
If a pressure relief device protects RBI Components, it can protect one or
many RBI Components.

A single piece of equipment can be protected by multiple pressure relief devices.

A single RBI Component can be protected by multiple pressure relief devices.

If you identify a new protected equipment or RBI Component for a pressure relief
device for which an RBI PRD Analysis already exists, the existing RBI PRD
Analysis will become invalid, and you will need to create a new RBI PRD
Analysis to account for the new protected equipment or RBI Component.

You can identify protected equipment or RBI Components using the Add Protected
Equipment dialog box.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Accessing the Add Protected Equipment


Dialog Box
The following instructions assume that you have not yet identified any protected
equipment or RBI Components for the current pressure relief device. If you have already
identified protected equipment, when you click the Add Protected Equipment link on the
Component Tasks menu, the Select Protected Equipment screen will appear, where you
can select additional protected equipment. Likewise, if you have already identified
protected RBI Components, when you click the Add Protected Equipment link on the
Component Tasks menu, the Select Protected Equipment screen will appear, where you
can select additional protected RBI Components.
To access the Add Protected Equipment dialog box:
1. Open the Criticality Calculator PRD Components record representing the pressure
relief device for which you want to identify protected equipment or RBI
Components.
On the RBI Asset View page, the datasheet for the selected Criticality Calculator PRD
Components record appears in the datasheet area.
2. On the Component Tasks menu, click the Add Protected Equipment link.
The Add Protected Equipment dialog box appears.

You can use this dialog box to identify the equipment or RBI Components that are
protected by this pressure relief device.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Identifying Protected Equipment


To identify the pieces of equipment that are protected by a pressure relief device:
1. Access the Add Protected Equipment dialog box for the pressure relief device that
protects equipment.
2. Select the Assets - No Associated Risk Analysis option, and click OK.
The Select Protected Equipment window appears, displaying the Select Protected Assets
query, which is stored in the Catalog folder \\Public\Meridium\Modules\Risk Based
Inspection. Each row in the grid represents a separate Equipment record.

3. In the rows representing the pieces of equipment that are protected by this
pressure relief device, select the check box.
4. Click the Add button.
The window closes, and the RBI Asset View page returns to focus. The RBI Explorer
pane is updated to display nodes representing the selected Equipment records. In the
following image, the protected Equipment nodes begin with the text SB0020.

In addition, the selected Equipment records are linked to the Criticality Calculator PRD
Components record through the Asset Is Protected By relationship.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Identifying Protected RBI Components


To identify the RBI Components that are protected by a pressure relief device:
1. Access the Add Protected Equipment dialog box for the pressure relief device that
protects RBI Components.

2. Accept the default selection, Components - Associated Risk Analysis, and click
OK.
The Select Protected Equipment window appears, displaying the Select Protected
Components query, which is stored in the Catalog folder
\\Public\Meridium\Modules\Risk Based Inspection.

3. In the Select Asset ID list, select the Equipment ID of the Equipment records that
are linked to the Criticality Calculator RBI Components records representing the
RBI Components that are protected by this pressure relief device.
4. Click the Run Query button.
The query is run, and the results appear in the grid. Each row in the grid represents a
separate Criticality Calculator RBI Components record.

5. In the rows representing the RBI Components that are protected by this pressure
relief device, select the check box.
6. Click the Add button.
The window closes, and the RBI Asset View page returns to focus. The RBI Explorer
pane is updated to display nodes representing the selected Criticality Calculator RBI
Components records. If any of the selected Criticality Calculator RBI Components
records belong to an active RBI Analysis, the RBI Explorer pane also displays nodes
representing those analyses.
In addition, the selected Criticality Calculator RBI Components records are linked to the
Criticality Calculator PRD Components record through the Component Is Protected By
relationship.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Removing the Association Between a


Pressure Relief Device and a Piece of
Equipment or RBI Component

When an RBI PRD Analysis exists for a pressure relief device and you remove the
association between the pressure relief device and a piece of equipment or RBI
Component, the existing RBI PRD Analysis becomes invalid, and you must create a new
RBI PRD Criticality Analysis record.
To remove the association between a pressure relief device and a piece of equipment or
RBI Component:
1. Open the Criticality Calculator PRD Components record representing the pressure
relief device for which you want to remove protected equipment or RBI
Components.
On the RBI Asset View page, the datasheet for the selected Criticality Calculator PRD
Components record appears in the datasheet area.
2. In the RBI Explorer pane, select the Equipment or RBI Component node
representing the item that is no longer protected by the pressure relief device.
3. On the Component Tasks menu, click the Remove Protected Equipment link.
The Equipment or RBI Component node is removed from the RBI Explorer pane, and the
corresponding Equipment or Criticality Calculator RBI Components record is unlinked
from the Criticality Calculator PRD Components record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI PRD Analyses


An RBI PRD Analysis is an analysis that contains data specific to pressure relief devices.
This documentation contains instructions for creating and opening existing RBI PRD
Analyses and information about fields required to calculate RBI PRD Analyses. All other
RBI Analysis functionality that also applies to RBI PRD Analyses is not documented
separately for RBI Analyses. For these features, where you see the term RBI Analysis in
the documentation, you can substitute RBI PRD Analysis and continue with the
instructions.
Note that the following features that are available for RBI Analyses are not available for
RBI PRD Analyses:

Creating What If Analyses from RBI PRD Analyses.


Creating Future Risk Analyses from RBI PRD Analyses.

Copying RBI PRD Analyses.

Specifying that TM Analysis values at the TML Group level be used to calculate
RBI corrosion rate values.

Creating Inspection Groups.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating RBI PRD Analyses


You can create an RBI PRD Analysis for a pressure relief device only if you have
identified at least one piece of equipment or RBI Component that it protects. In other
words, the Criticality Calculator PRD Components record must be linked to at least one
Criticality Calculator RBI Components record (through the Component Is Protected By
relationship) or at least one Equipment record (through the Asset Is Protected By
relationship).
If you are creating an RBI PRD Analysis for a pressure relief device that protects RBI
Components, each of the corresponding Criticality Calculator RBI Components records
must be linked to an RBI Criticality Analysis record that belongs to an active analysis
that has been calculated.
To create an RBI PRD Analysis:
1. Open the Criticality Calculator PRD Components record for which you want to
create an RBI PRD Analysis.
On the RBI Asset View page, the datasheet for the Equipment record that is linked to the
selected Criticality Calculator PRD Components record appears in the datasheet area.
2. In the RBI Explorer pane, select the Criticality Calculator PRD Components
node.
3. On the Analysis Tasks menu, click the Create Analysis link.
A new RBI PRD Criticality Analysis record is created and set to the Created state. A new
node for the analysis appears in the RBI Explorer pane below the Criticality Calculator
PRD Components node.
In addition, if you created the RBI PRD Analysis for a pressure relief device that protects
more than one RBI Component, only one of those RBI Components will be used
determine the Inspection Priority.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Driving RBI Components


When you create an RBI PRD Analysis for a pressure relief device that protects more
than one RBI Component, one of those RBI Components becomes the driving RBI
Component, which means it is the most critical to protect because it represents the highest
risk if it fails.
To determine the driving RBI Component, the Meridium APM system looks at all of the
RBI Analyses for the protected RBI Components. The RBI Component that belongs to
the RBI Analysis whose Inspection Priority field contains the most conservative value
(the lowest number) becomes the driving RBI Component.
On the PRD Analysis datasheet, in the Driving Component field, you will see the Record
ID of the Criticality Calculator RBI Components record for the driving RBI Component.
When you are required to type a value manually on the PRD Analysis datasheet, if the
field stores information about a protected RBI Component, you will need to enter
information about the driving RBI Component.
Likewise, when fields in the RBI PRD Criticality Analysis record are populated
automatically, if those fields store information about a protected RBI Component (e.g.,
Protected Equipment Type), you can assume that the value you see represents the driving
RBI Component.
After you set an RBI PRD Criticality Analysis record to the Risk Completed state, in the
RBI Explorer pane, the image beside the node representing the driving RBI Component
will change to
. For example, in the image below, you can see that the Criticality
Calculator RBI Components record D0003-097-CS-2 ~ D0003-097-CS represents the
driving RBI Component.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Opening RBI PRD Analysis

To open an existing RBI PRD Analysis:


1. Access the RBI Asset View page for the Equipment record that is linked to the
Criticality Calculator PRD Components record whose RBI PRD Criticality
Analysis record you want to view.
2. In the RBI Explorer pane, select the node representing the RBI PRD Criticality
Analysis record that you want to view. The following image shows the RBI PRD
Criticality Analysis node for the RBI PRD Criticality Analysis record RBI0003488629 selected in the RBI Explorer pane.

The RBI PRD Analysis datasheet and the following tabs are displayed in the datasheet
area on the RBI Asset View page:

Consequence Evaluations
Degradation Mechanism Evaluations

Degradation Mechanism

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Fields Required to Calculate RBI PRD


Analyses
Several fields in RBI families are required in order to calculate RBI PRD Analyses. If
you try to calculate an RBI PRD Analysis and any required fields do not contain values,
the analysis will not be calculated, and the Calculation Status dialog box will appear,
displaying a list of the required fields that do not contain values. The required fields
differ depending upon whether the RBI PRD Analysis contains a Leak Criticality
Degradation Mech Evaluation record or an Over Pressure Criticality Degradation Mech
Evaluation record.

Analyses Containing a Leak Record

The following lists describe the fields that are required in order to calculate RBI PRD
Analyses that meet the following criteria:

They contain an Over Pressure Criticality Degradation Mech Evaluation record


(i.e., a record belonging to the Criticality Over Pressure Deg. Mech. Eval. family).

They contain a Leak Criticality Degradation Mech Evaluation record (i.e., a


record belonging to the Criticality Leak Deg. Mech. Eval. family).

The lists are categorized by the family to which the required fields belong.
PRD Consequence Evaluation

Cost of Fluid
Environmental Cost

Unit Production Margin

Consequence for Protected Assets

Note: The Consequence for Protected Assets field is required only when the pressure
relief device protects equipment.
Criticality Leak Deg. Mech. Eval.

Date in Service

Service Severity - Leak

RBI PRD Criticality Analysis

Criticality Item Type


Operating Pressure

Note: If the pressure relief device protects RBI Components, the Operating Pressure field
is populated automatically from the Operating Pressure field in the driving Criticality
Calculator RBI Components record. If, however, the pressure relief device protects
equipment, you must type a value in this field manually.

Operating Temperature
PRD Discharge Location

Service Severity

Driving Component

Note: The Driving Component field must contain a value if the pressure relief device
protects RBI Components.

Damage Factor Class

Note: The Damage Factor Class field must contain a value if the pressure relief device
protects equipment.

PRD Relief Area

Note: The PRD Relief Area field is required and must contain a value greater than zero if
the Multiple PRDs check box is selected.

PRD Total Relief Area

Note: The PRD Total Relief Area field is required and must contain a value greater than
zero if the Multiple PRDs check box is selected.
Criticality PRD Component - Relief Valve

Inlet Size
Set Pressure

Rated Capacity

Analyses That Do not Contain a Leak Record


The following table lists the fields that are required in order to calculate RBI PRD
Analyses that meet the following criteria:

They contain an Over Pressure Criticality Degradation Mech Evaluation record


(i.e., a record belonging to the Criticality Over Pressure Deg. Mech. Eval. family).

They do not contain a Leak Criticality Degradation Mech Evaluation record (i.e.,
a record belonging to the Criticality Leak Deg. Mech. Eval. family).

The table is categorized by the family to which the required fields belong.
PRD Consequence Evaluation

Cost of Fluid
Environmental Cost

Unit Production Margin

Days to Repair

Consequence for Protected Assets

Note: The Consequence for Protected Assets field is required only when the pressure
relief device protects equipment.
Criticality Over Pressure Deg. Mech. Eval.

Date in Service

RBI PRD Criticality Analysis

Criticality Item Type


Operating Pressure

Note: If the pressure relief device protects RBI Components, the Operating Pressure field
is populated automatically from the Operating Pressure field in the driving Criticality
Calculator RBI Components record. If, however, the pressure relief device protects
equipment, you must type a value in this field manually.

Operating Temperature
Protected Equipment Type

Note: If the pressure relief device protects RBI Components, the Protected Equipment
Type field is populated automatically based upon the value in the Criticality Item Type
field in the driving Criticality Calculator RBI Components record. If, however, the
pressure relief device protects equipment, you must type a value in this field manually.

PRD Discharge Location


Service Severity

Driving Component

Note: The Driving Component field must contain a value if the pressure relief device
protects RBI Components.

Damage Factor Class

Note: The Damage Factor Class field must contain a value if the pressure relief device
protects equipment.

PRD Relief Area

Note: The PRD Relief Area field is required and must contain a value greater than zero if
the Multiple PRDs check box is selected.

PRD Total Relief Area

Note: The PRD Total Relief Area field is required and must contain a value greater than
zero if the Multiple PRDs check box is selected.

MAWP (Maximum Allowable Working Pressure)


Next Inspection Date

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Values Mapped to the Protected


Equipment Type Field
When you create an RBI PRD Analysis for a pressure relief device that protects RBI
Components, the Protected Equipment Type field in the RBI PRD Criticality Analysis
record is populated automatically based upon the value in the Criticality Item Type field
in the driving Criticality Calculator RBI Components record.
The following table lists the values in the Criticality Item Type field and the
corresponding values that are set automatically in the Protected Equipment Type field.
Criticality Item Type
Column-Top
Column-Middle

Protected Equipment Type

Process Tower

Column-Bottom
Any value that contains the word Pipe
Heat Exchanger-Channel
Heat Exchanger

Piping

Heat Exchangers

Air Cooled Exchanger Header


All other values

Not Process Tower

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Allowable Stress


When you create an RBI Criticality Analysis record, several values in the Criticality
Calculator RBI Components record to which it is linked are copied automatically to fields
in the RBI Criticality Analysis record. Along with the following values, these copied
values are used to determine the value that appears by default in the Allowable Stress
field in that RBI Criticality Analysis record:

The value in the Stress Lookup Table field in the associated Criticality Calculator
RBI Components record.

The values in the reference table that corresponds with the values in the Stress
Lookup Table field in the associated Criticality Calculator RBI Components
record.

Specifically, the entire process for determining the value in the Allowable Stress field is
as follows:
1. You create an RBI Criticality Analysis record, which copies values from the
associated Criticality Calculator RBI Components record to the RBI Criticality
Analysis record.
2. The Meridium APM system looks for values in the Stress Lookup Table field in
the associated Criticality Calculator RBI Components record.
3. Depending upon the values in the Stress Lookup Table field, the Meridium APM
system looks for values in a specific reference table.
4. The Meridium APM system maps various values in the RBI Criticality Analysis
record (which were copied in step 1) to values in the reference table to find the
correct value with which to populate the Allowable Stress field in the RBI
Criticality Analysis record.
The following table lists the Criticality Calculator RBI Components fields whose values
are copied to RBI Criticality Analysis fields, and the RBI Criticality Analysis fields to
which they are copied.

Criticality Calculator RBI Components field RBI Criticality Analysis field


BM Code

Construction Code

BM Year

Code Year

BM Spec

Material Spec

BM Grade

Material Grade

Design Temperature

Design Temperature

Stress Lookup Table

Stress Lookup Table

The Meridium APM system uses the following reference tables to determine the
appropriate value with which to populate the Allowable Stress field in each RBI
Criticality Analysis record.

Piping Stress
PV Stress

Tank Stress

Note: After you create an RBI Criticality Analysis record, if you modify any of the values
in the RBI Criticality Analysis fields in the preceding table, the value in the Allowable
Stress field will be updated based upon those changes.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Exporting and Importing RBI


Data
You can export and import RBI data for the purposes of creating and/or updating multiple
RBI records at one time. Specifically, you can use the RBI Export and Import page to
export RBI data to a Microsoft Excel file, where you can add or modify data that will be
used to create and/or update RBI records when you perform the import procedure.
A Security User who is a member of the MI RBI Administrator or MI RBI Analyst
Security Group may want to perform the export procedure to periodically review RBI
data for multiple pieces of equipment in a system or a unit that you analyze in RBI, make
updates to this data, and then perform the import procedure to create new and/or update
existing RBI records.
For example, suppose that certain changes within a system make it necessary for a new
Potential Degradation Mechanisms record to be linked to ALL Active Criticality
Calculator RBI Components records that are linked to all Equipment records in a system,
and as a result, new RBI Criticality Analysis records will need to be created for each
Criticality Calculator RBI Components record. A Security User who is a member of the

MI RBI Administrator or MI RBI Analyst Security Group could perform the export
procedure, enter data in a Microsoft Excel file, and perform the import procedure as a
way to link the new Potential Degradation Mechanisms records to ALL the Criticality
Calculator RBI Components records, and create new RBI Criticality Analysis records for
the Criticality Calculator RBI Components records.
Additionally, if certain individuals in your organization do not have Meridium APM
Security User accounts, but they DO have access to information about inspections or
other work that should be contained in an RBI record, a Security User who is a member
of the MI RBI Administrator or MI RBI Analyst Security Group can perform the export
procedure and distribute the Microsoft Excel file to which the RBI data is exported to
these individuals to record data. After the data is recorded, the Security User who is a
member of the MI RBI Administrator or MI RBI Analyst Security Group can review the
data and perform the import procedure to create new and/or update existing RBI records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Exporting and Importing RBI Data and


the RBI Data Structure
Not all of the records involved in an RBI Analysis can be created or updated as a result of
performing the export process, modifying data using the Microsoft Excel template, and
then performing the import process. In the following image that shows a modification of
the RBI data model, the boxes outlined in:

Green represent records that can be created as a result of the import process. It is
important to note that these records can be created only when their associated
Criticality Calculator RBI Components record is linked to an Equipment record
(not an RBI System record).
Yellow represent records that can be linked to Criticality Calculator RBI
Components records as a result of the import process. It is important to note that
the import process can be used to link Potential Degradation Mechanisms records
to Criticality Calculator RBI Components records that are linked to Equipment
records only (not RBI System records), and only Potential Degradation
Mechanisms records that are delivered in the baseline database can be linked to
these Criticality Calculator RBI Components records.
Orange represent records that can be created or updated as a result of the import
process. It is important to note that the import process can be used to update or
create Criticality Calculator RBI Components records that are linked to
Equipment records only (not RBI System records).

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Exporting RBI Data


You can select Equipment records whose Active Criticality Calculator Components
records and associated RBI data you want to export to a Microsoft Excel file, where you
will make updates that will be used to create new or update existing RBI records when
you perform the import procedure.
To export RBI data:
1. On the RBI Start Page, click the Export and Import RBI Data link.
The RBI Export and Import page is displayed, and the Export tab in the RBI Export and
Import workspace is selected by default.

2. In the Select Asset ID list, select the Equipment records that you want to export.
In the following image, the Equipment records with the Record IDs HXST 38 and
HXST 39 are selected in the Select Asset ID list.

3. Click the Run Query button.


The selected Equipment records and their Active Criticality Calculator RBI Components
records are displayed in the results grid on the Export tab in the RBI Export and Import
workspace.

4. In the File Name text box, specify the name and location of the Microsoft Excel
file to which you want to export the Equipment and associated RBI record data.
The following image shows an example of a Microsoft Excel file specified in the
File Name text box.

5. Click the Export All button.


The Export Status window appears, displaying the status of the export procedure.

You can save a log of the export to an external file by clicking the Save Log button.
6. Click the Close button.
The Export Status window closes, and the RBI Export and Import page returns to focus.
7. Open the Microsoft Excel file to which you exported the data, and enter new data
and/or modify existing data that you want to import to the Meridium APM
Framework.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the Microsoft Excel Template for


Exporting and Importing RBI Data
When you perform the export process, a spreadsheet template is applied automatically to
the Microsoft Excel file to which you are exporting data.
The spreadsheet template contains the following worksheets by default:

Information
RBI_Data_Load_Template

Internal_Corrosion

External_Corrosion

You should not delete any of these worksheets. If you delete any of these worksheets, you
will not be able to import data from the Microsoft Excel file.
The spreadsheet template may contain additional worksheets, depending upon the
Potential Degradation Mechanism records that are linked to the Criticality Calculator RBI
Components records that are associated with the Equipment records for which you
performed the export procedure.
With the exception of the Information worksheet, which stores summary information
about the export procedure, certain columns that store information to identify the
Equipment records for which you performed the export procedure and their associated
Criticality Calculator RBI Components records are displayed on all worksheets in the
spreadsheet template. The following table lists these column labels, the fields in the
records to which they correspond, and notes about the columns that must contain values
in order for records to be created and/or updated successfully during the import
procedure.

Column label

Field Caption Record

Required?

ENTY_ID

Equipment

Yes

ASSET_ENTY_KEY ENTY_KEY

Equipment

Yes

ENTY_KEY

Criticality
Calculator RBI
Components

Required for existing Criticality


Calculator RBI Components
records.

ASSET_ENTY_ID

ENTY_KEY

Component

Component

Criticality
Calculator RBI
Components

Component
Description

Component
Description

Criticality
Calculator RBI
Components

Required for new Criticality


Calculator RBI Components
records that will be created during
the import procedure.
No

One column label, COMP_FMLY_ID, does not correspond with a value in a field. This
column displays the Family ID of the family to which the Criticality Calculator RBI
Components record in a given row belongs. This cell must contain a value in rows that
represent new Criticality Calculator RBI Components records that will be created during
the import procedure.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Information Worksheet
The Information worksheet in the spreadsheet template displays summary information
about the export procedure. This worksheet contains the following columns:

MERIDIUM_VERSION: Displays the Meridium APM version number that


corresponds with the version of the Meridium APM Framework installed on the
workstation that performed the export procedure.
EXPORT_DATE: Displays the date and time that the export procedure was
performed.

USER_ID: Displays the User ID of the Security User who performed the export
procedure.

USER_NAME: Displays the first and last name of the Security User who
performed the export procedure.

DATA_SOURCE: Displays the name of the database from which the export
procedure was performed.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Data Load Template Worksheet


One row is displayed on the RBI_Data_Load_Template worksheet for each Criticality
Calculator RBI Components record that is linked to an Equipment record for which you
performed the export procedure. This worksheet displays data that is stored in the
following records that can be linked either directly or indirectly to these Criticality
Calculator RBI Components records:

RBI Criticality Analysis: Displays values if an RBI Criticality Analysis record


exists for the Criticality Calculator RBI Components record. If more than one RBI
Criticality Analysis record is linked to a single Criticality Calculator RBI
Components record, the values in the RBI Criticality Analysis record that is in the
Risk Completed state will be displayed on the RBI_Data_Load_Template
worksheet. If NO RBI Criticality Analysis record that is linked to a single
Criticality Calculator RBI Components record is in a Risk Completed state, the
values in the RBI Criticality Analysis record whose Date of Analysis field
contains the most recent value will be displayed on the RBI_Data_Load_Template
worksheet.
Criticality Consequence Evaluation: Displays values in the Criticality
Consequence Evaluation records that are linked to the associated RBI Criticality
Analysis records for which values are displayed.

In addition to the columns that are displayed on most worksheets in the spreadsheet
template, additional columns are displayed on the RBI_Data_Load_Template worksheet.
The labels of these columns correspond with field captions in the records listed above.
Some of these columns apply only to certain types of records, and while none of these
cells are required to contain values, if they do contain values, they must meet certain
criteria in order for records to be created and/or updated successfully when you perform
the import procedure. The following table lists:

The labels of the additional columns that are displayed on the


RBI_Data_Load_Template worksheet.
The family to which the columns correspond.
Notes about columns that apply only to certain types of records and whose cells
must contain certain values in order for records to be created and/or updated
successfully when you perform the import procedure.

Column
label/field
caption
Scenario ID

Family

Notes

RBI Criticality
Analysis

N/A

Circuit From

Criticality
Calculator RBI
Component

This cell applies only to Criticality RBI Component Piping records.

Circuit To

Criticality
Calculator RBI
Component

This cell applies only to Criticality RBI Component Piping records.

Criticality
Component Type Calculator RBI
Component

The value in this cell must be stored in the


CriticalityItemType field in one of the
EquipmentTypes records delivered in the Meridium
APM baseline database.

Criticality
Component Start
Calculator RBI
Date
Component

N/A

Criticality
Calculator RBI
Component

N/A

Criticality
Design Pressure Calculator RBI
Component

N/A

Design
Temperature

Criticality
Calculator RBI
Component

N/A

Design
InnerDiameter

Criticality
Calculator RBI
Component

N/A

Nominal
Thickness

Criticality
Calculator RBI
Component

N/A

Equipment
Family

This cell must contain one of the following values:


Stress Lookup
Table

Criticality
Calculator RBI
Component

Piping
Pressure Vessel

Tank

BM Code

BM Year

BM Spec

BM Grade

Criticality
Calculator RBI
Component

The value in this cell must be stored in the Design


Code field in the Meridium APM Reference Table
record that corresponds with the value the Stress
Lookup Table field in the Criticality Calculator RBI
Components record.

Criticality
Calculator RBI
Component

The value in this cell must be stored in the Code Year


field in the Meridium APM Reference Table record
that corresponds with the value the Stress Lookup
Table field in the Criticality Calculator RBI
Components record.

Criticality
Calculator RBI
Component

The value in this cell must be stored in the Material


Spec field in the Meridium APM Reference Table
record that corresponds with the value the Stress
Lookup Table field in the Criticality Calculator RBI
Components record.

Criticality
Calculator RBI
Component

The value in this cell must be stored in the Material


Grade field in the Meridium APM Reference Table
record that corresponds with the value the Stress
Lookup Table field in the Criticality Calculator RBI
Components record.

Allowable Stress RBI Criticality


Override
Analysis
Criticality
Allowable Stress Calculator RBI
Component

N/A
N/A

This cell must contain one of the following values:


Weld Joint Effy

Criticality
Calculator RBI
Component

0.35
0.4

0.45

0.5

0.55

0.6

0.65

0.7

0.75

0.8

0.85

0.9

0.95

1.0

N/A

PWHT

Criticality
Calculator RBI
Component

Insulated?

Criticality
Calculator RBI
Component

Insulation Type

Criticality
Calculator RBI
Component

The value in this cell must be stored in the


InsulationType field in one of the InsulationType
records delivered in the Meridium APM baseline
database.

Injection Point
Circuit

Criticality
Calculator RBI
Component

This cell applies only to Criticality RBI Component Piping records.

Piping Circuit
Length

Criticality
Calculator RBI
Component

This cell applies only to Criticality RBI Component Piping records.

Operating
Pressure

Criticality
Calculator RBI
Component

Operating
Temperature

Criticality
Calculator RBI
Component

N/A

N/A

N/A

Process Fluid

Criticality
Calculator RBI
Component

Initial Fluid
Phase

Criticality
Calculator RBI
Components

Toxic Mixture

Criticality
Calculator RBI
Component

Toxic Model

Criticality
Calculator RBI
Components

Percent Toxic

Criticality
Calculator RBI
Component

Inventory

Criticality
Calculator RBI
Component

Isolation Time

Criticality
Calculator RBI
Component

Detection Time

Criticality
Calculator RBI
Component

Consequence
Near Ignition
Source

Criticality
Consequence
Evaluation

The value in this cell must be stored in the Fluid field


in one of the RepresentativeFluids records delivered in
the Meridium APM baseline database.
The value in this cell must be one of the following
System Codes stored in the FLUID TYPES (Fluid
Types) System Code Table:

Liquid

Gas

N/A

The value in this cell must be stored in the Fluid field


in one of the RepresentativeFluids records delivered in
the Meridium APM baseline database whose
FluidType field contains the value Toxic.

N/A

N/A

N/A

N/A

N/A

This cell must contain one of the following values:


Lost Production Criticality
Category
Consequence
Evaluation

Diked?

Criticality
Consequence
Evaluation

Diked Area

Criticality
Consequence
Evaluation

N/A

N/A

This cell applies only to Criticality Calculator RBI


Components records that are linked to one or more
Criticality Int. Corr. Deg. Mech. Eval. records.

Internal
Corrosion Type

Criticality
Calculator RBI
Component

The value in this cell must be one of the following


System Codes stored in the CORROSION TYPES
(Corrosion Types) System Code Table:

General
Localized

Pitting

Criticality
Expected Internal
Calculator RBI
Corrosion Rate
Component

This cell applies only to Criticality Calculator RBI


Components records that are linked to one or more
Criticality Int. Corr. Deg. Mech. Eval. records.

Expected
External
Corrosion Rate

Criticality
Calculator RBI
Component

Area Humidity

RBI Criticality
Analysis

This cell applies only to Criticality Calculator RBI


Components records that are linked to one or more
Criticality Ext. Corr. Deg. Mech. Eval. records.
This cell applies only to Criticality Calculator RBI
Components records that are linked to one or more
Criticality Ext. Corr. Deg. Mech. Eval. records.
This cell must contain one of the following values:

Low
Medium

High

Operating
Pressure - Shell

Criticality
Calculator RBI
Components

This field applies only to Criticality Calculator RBI


Component - Exchanger Bundle records.

Operating
Temperature Shell

Criticality
Calculator RBI
Components

This cell applies only to Criticality Calculator RBI


Component - Exchanger Bundle records.
This cell applies only to Criticality Calculator RBI
Component - Exchanger Bundle records.

Process Fluid Shell Side

Initial Fluid
Phase - Shell
Side

Criticality
Calculator RBI
Components

Criticality
Calculator RBI
Components

Criticality
Toxic Mixture Calculator RBI
Shell Side
Components

The value in this cell must be stored in the Fluid field


in one of the RepresentativeFluids records delivered in
the Meridium APM baseline database.
This cell applies only to Criticality Calculator RBI
Component - Exchanger Bundle records.
The value in this cell must be one of the following
System Codes stored in the FLUID TYPES System
Code table:

Liquid

Gas

This cell applies only to Criticality Calculator RBI


Component - Exchanger Bundle records.
This cell applies only to Criticality Calculator RBI
Component - Exchanger Bundle records.

Toxic Fluid Shell Side

Criticality
Calculator RBI
Components

Percent Toxic Shell Side

Criticality
Calculator RBI
Components

Leak Type

Criticality
Consequence

The value in this cell must be stored in the Fluid field


in one of the RepresentativeFluids records delivered in
the Meridium APM baseline database whose
FluidType field contains the value Toxic.
This cell applies only to Criticality Calculator RBI
Component - Exchanger Bundle records.
N/A

Evaluation
Criticality
Toxic Leak Type Consequence
Evaluation

N/A

N/A

Inspection
Interval

Criticality
Consequence
Evaluation

Product Unit
Value

Criticality
Consequence
Evaluation

Fill Height

Criticality
Calculator RBI
Components

This cell applies only to Criticality Calculator RBI


Component - Tank Bottom records.

Bottom
Thickness

Criticality
Consequence
Evaluation

This cell applies only to Criticality Calculator RBI


Component - Tank Bottom records.

Criticality
Persistent Fluid? Consequence
Evaluation

N/A

N/A

This cell must contain one of the following values:


Leak Effect

Criticality
Consequence
Evaluation

Ground
Ground Water

Surface Water

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Potential Degradation


Mechanisms Worksheets

The spreadsheet template contains the following worksheets that display Potential
Degradation Mechanisms data, and in some cases, associated Criticality Degradation
Mech Evaluation data, by default:

Internal_Corrosion

External_Corrosion

Criticality Degradation Mech Evaluation data is displayed on these worksheets if an RBI


Criticality Analysis record existed for a Criticality Calculator RBI Components record
that is linked to a Potential Degradation Mechanisms record at the time that the export
procedure was performed.
One additional worksheet is displayed in the spreadsheet template for each Potential
Degradation Mechanisms record with a unique Degradation Mechanism value that is
linked to a Criticality Calculator RBI Components record.
The Internal_Corrosion, External_Corrosion, and additional worksheets display different
columns that are associated with different records, but the Damage Mechanism column is
displayed on ALL of these worksheets and it must contain certain values in order for
records to be created and/or updated successfully during the import procedure.
The value in the Damage Mechanism column corresponds with the value in the
Degradation Mechanism field in the Potential Degradation Mechanisms record
represented by that row in the worksheet, and in the case of RBI Criticality Analysis
records that existed for a Criticality Calculator RBI Components record at the time data
was exported, this value also corresponds with the value in the Damage Mechanism field
in the Criticality Degradation Mech Evaluation record that is linked to the Criticality
Calculator RBI Components record. The values in these fields match exactly
because Criticality Degradation Mech Evaluation records are created when an RBI
Criticality Analysis record is created, based upon the corresponding Potential
Degradation Mechanisms records that are linked to the Criticality Calculator RBI
Components record.
The following table lists the values that cells in the Damage Mechanism column must
contain on the following worksheets.

Worksheet

Damage Mechanism column value

Internal_Corrosion

Criticality Calculator Internal Corrosion

External_Corrosion

Criticality Calculator External Corrosion

Additional Degradation
Mechanisms worksheets

The value must match exactly the value in the


Degradation Mechanism field in the Potential

Degradation Mechanisms record represented by the


current row in the worksheet.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Internal Corrosion Worksheet


On the Internal_Corrosion worksheet in the spreadsheet template, one row is displayed
for each Potential Degradation Mechanisms record that is linked to each Criticality
Calculator RBI Component record. Additionally, for each Criticality Calculator RBI
Components record for which an RBI Criticality Analysis exists, Criticality Degradation
Mech Evaluation values are displayed on this worksheet. Specifically, this worksheet
displays data that is stored in the Criticality Int. Corr. Deg. Mech. Eval. records that are
associated with the Potential Degradation Mechanisms records that are linked to
Criticality Calculator RBI Components records.
In addition to the columns that are displayed on most worksheets in the spreadsheet
template, and the Damage Mechanism column, the following columns are displayed on
the Internal_Corrosion worksheet. The column labels correspond with Criticality Int.
Corr. Deg. Mech. Eval. record field captions:

Selected Corrosion Rate


Insp Date

Number of Inspections

Inspection Confidence

Damage Comments

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

External Corrosion Worksheet


On the External_Corrosion worksheet in the spreadsheet template, one row is displayed
for each Potential Degradation Mechanisms record that is linked to each Criticality
Calculator RBI Component record. Additionally, for each Criticality Calculator RBI
Components record for which an RBI Criticality Analysis exists, Criticality Degradation

Mech Evaluation values are displayed on this worksheet. Specifically, this worksheet
displays data that is stored in the Criticality Ext. Corr. Deg. Mech. Eval. records that are
associated with the Potential Degradation Mechanisms records that are linked to
Criticality Calculator RBI Components records.
In addition to the columns that are displayed on most worksheets in the spreadsheet
template and the Damage Mechanism column, the following columns are displayed on
the External_Corrosion worksheet. The column labels correspond with Criticality Ext.
Corr. Deg. Mech. Eval. record field captions. The following table lists the labels of the
additional columns that are displayed on the External_Corrosion worksheet and
information for columns whose cells must contain certain values for records to be created
and/or updated successfully when you perform the import procedure.

Column label/field
caption

Notes

Selected Corrosion
Rate

N/A

Insp Date

N/A

Number of
Inspections

N/A

Inspection Confidence N/A


Near Cooling Tower? NA/
A value in this cell is not required, but if it is populated, it must
Insulation Condition contain one of the following values:

Good
Fair

Poor
A value in this cell is not required, but if it is populated, it must
contain one of the following values:

Coating Quality

Damage Comments

None
Average

Best

N/A

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Additional Potential Degradation


Mechanisms Worksheets
One additional worksheet is displayed in the spreadsheet template for each Potential
Degradation Mechanisms record with a unique Degradation Mechanism value that is
linked to a Criticality Calculator RBI Components record. The labels of these worksheets
correspond with the value in the Degradation Mechanism field in the Potential
Degradation Mechanisms record. For each Criticality Calculator RBI Components record
for which an RBI Criticality Analysis exists, values in the Criticality Degradation Mech
Evaluation record that corresponds with the Potential Degradation Mechanisms record
are displayed on these worksheets.
For example, consider an Equipment record whose Criticality Calculator RBI
Components record is linked to Potential Degradation Mechanisms records with the
following Degradation Mechanism values:

Brittle Fracture
Criticality Calculator Internal Corrosion

Caustic Cracking

When you perform the export procedure for this Equipment record, the spreadsheet
template would contain the following worksheets:

Information
RBI_Data_Load_Template

Internal_Corrosion

External_Corrosion

Brittle_Fracture

Caustic_Cracking

Note that the spreadsheet template would contain the External_Corrosion worksheet
even though none of the Potential Degradation Mechanisms records have a Degradation
Mechanism value of Criticality Calculator External Corrosion, because the spreadsheet
template contains the External_Corrosion worksheet by default.

In addition to the columns that are displayed on most worksheets, additional columns are
displayed on these worksheets depending upon the type of Criticality Degradation Mech
Evaluation record that corresponds with the Potential Degradation Mechanisms record.
Additionally, if an RBI Criticality Analysis record exists for the associated Criticality
Calculator RBI Component record, the columns that correspond with Criticality
Degradation Mech Evaluation fields contain values.

If the Potential Degradation Mechanisms record corresponds with a Criticality


Env. Crack Deg. Mech. Eval. record (the DM Methodology value in the Potential
Degradation Mechanisms record is Criticality Env. Crack. Deg. Mech. Eval.), the
columns displayed on these worksheets correspond with fields in Criticality Env.
Crack. Deg. Mech. Eval. records. The following columns are displayed on these
worksheets:

Damage Mechanism

Initial Potential

Inspection Date

Number of Inspections

Inspection Confidence

Damaged At Last Inspection

Env_Cracking Higher Levels

Cyanides?

Damage Comments

In order for values in Criticality Env. Crack. Deg. Mech. Eval. records to be updated
successfully when you perform the import procedure, values in cells in the Damage
Mechanism column on these worksheets must match the value in the Degradation
Mechanism field in a Potential Degradation Mechanisms record whose DM Methodology
value is Criticality Env. Crack. Deg. Mech. Eval.

If the Potential Degradation Mechanisms record corresponds with a Criticality


Other Damage Mech. Eval. record (the DM Methodology value in the Potential
Degradation Mechanisms record is Criticality Other Damage Mech. Eval.), the
columns displayed on these worksheets correspond with fields in Criticality Other
Damage Mech. Eval. records. The following columns are displayed on these
worksheets:

Damage Mechanism

Probability Category

Damage Comments

In order for values in Criticality Other Damage Mech. Eval. records to be update
successfully when you perform the import procedure, values in cells in the Damage
Mechanism column on these worksheets must match the value in the Degradation
Mechanism field in a Potential Degradation Mechanism record whose DM Methodology
value is Criticality Other Damage Mech. Eval.
Continuing with the example at the beginning of this topic, the Brittle_Fracture
worksheet in the spreadsheet template would contain the following columns because a
Potential Degradation Mechanisms record with the Degradation Mechanism value Brittle
Fracture corresponds with a Criticality Other Damage Mech. Eval. record:

Damage Mechanism
Probability Category

Damage Comments

Additionally, the value in the Damage Mechanism cell on this worksheet should be
Brittle Fracture.
Continuing further with the example, the Caustic_Cracking worksheet in the spreadsheet
template would contain the following columns because a Potential Degradation
Mechanisms record with the Degradation Mechanism value Caustic Cracking
corresponds with a Criticailty Env. Crack. Deg. Mech. Eval. record:

Damage Mechanism
Initial Potential

Inspection Date

Number of Inspections

Inspection Confidence

Damaged At Last Inspection

Env_Cracking Higher Levels

Cyanides?

Damage Comments

Additionally, the value in the Damage Mechanism cell on this worksheet should be
Caustic Cracking.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Using the Microsoft Excel Template for


Exporting and Importing RBI Data
After you have exported RBI data to a Microsoft Excel file, you can enter and/or modify
data in the file that will be used to do the following when you perform the import
procedure:

Create new or update existing Criticality Calculator RBI Components records that
are linked to an Equipment record for which you performed the export procedure.
Create new links between Potential Degradation Mechanisms records that are
provided in the baseline Meridium APM database to a given Criticality Calculator
RBI Components record.

Remove existing links between a Potential Degradation Mechanisms record and a


Criticality Calculator RBI Components record.

Create new RBI Criticality Analysis records that are linked to a given Criticality
Calculator RBI Components record.

Create new Criticality Degradation Mech Evaluation records from existing


analysis data.

Create new Criticality Degradation Mech Evaluation records from new analysis
data.

Create new Criticality Consequence Evaluation records.

It is important to note that beyond the fields that are required to import data to create new
or update existing RBI records, no validation is performed on any other fields in these
records. For this reason, it is important that you populate the Microsoft Excel file that you
will use to import data according to the guidelines defined in this documentation.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating New Criticality Calculator RBI


Components Records
In the Microsoft Excel file to which you exported RBI data, on the
RBI_Data_Load_Template worksheet, one row is displayed for each Criticality
Calculator RBI Components record that is linked to each Equipment record for which
you performed the export procedure. When you perform the import procedure, new
Criticality Calculator RBI Components records will be created for Equipment records for
which you add one or more rows and specify data on the RBI Data Load Template
worksheet, and RBI Criticality Analysis records will be created and linked to these
Criticality Calculator RBI Components records.
To create new a new Criticality Calculator RBI Components record:
1. In the Microsoft Excel file to which you exported RBI data, on the
RBI_Data_Load_Template worksheet, in a new row, in the ASSET_ENTY_ID cell,
type the Record ID of the Equipment record to which you want the new Criticality
Calculator RBI Components record to be linked.
2. In the ASSET_ENTY_KEY cell, type the Entity Key of the Equipment record to
which you want the new Criticality Calculator RBI Components record to be
linked.
3. In the COMP_FMLY_ID cell, type the Family ID of the new Criticality Calculator
RBI Components record.
4. In the Component cell, type the value that should be populated in the Component
field in the new Criticality Calculator RBI Components record.
5. Type any additional values that you want in cells that correspond with Criticality
Calculator RBI Components records.
When you perform the import procedure:

A Criticality Calculator RBI Components record for which you specified


this information on the RBI Data Load Template worksheet will be created
and linked to the specified Equipment record.
An RBI Criticality Analysis record will be created and linked to the new
Criticality Calculator RBI Components record.

Repeat these steps for each Criticality Calculator RBI Components record that you want
to create.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Updating Existing Criticality Calculator


RBI Components Records
In the Microsoft Excel file to which you exported RBI data, on the
RBI_Data_Load_Template worksheet, one row is displayed for each Criticality
Calculator RBI Components record that is linked to each Equipment record for which
you performed the export procedure. If you modify any of the data for an existing
Criticality Calculator RBI Components record on the RBI_Data_Load_Template
worksheet, when you perform the import procedure, these Criticality Calculator RBI
Components records will be updated, and RBI Criticality Analysis records will be created
and linked to Criticality Calculator RBI Components records.
While you can update Criticality Calculator RBI Components values for existing records,
you cannot modify data that would link an existing Criticality Calculator RBI
Components record to an Equipment record to which it is not currently linked. In other
words, you cannot modify the value in the ASSET_ENTY_KEY column on the
RBI_Data_Load_Template worksheet for an existing Criticality Calculator RBI
Components record. If you do this, when you perform the import procedure, the
Criticality Calculator RBI Components record will not be updated and it will remain
linked to the Equipment record to which it was linked at the time you performed the
export procedure.
To update an existing Criticality Calculator RBI Components record:

In the Microsoft Excel file to which you exported RBI data, on the
RBI_Data_Load_Template worksheet, in the row representing the Criticality
Calculator RBI Component record that you want to modify, modify existing
values or enter new values in the columns that correspond with Criticality
Calculator RBI Components records.

When you perform the import procedure:

The Criticality Calculator RBI Components record for which you


modified existing values or entered new values will be updated.
A RBI Criticality Analysis record will be created and linked to the
Criticality Calculator RBI Components record.

Repeat these steps for each Criticality Calculator RBI Components record that you want
to update.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Potential Degradation


Mechanisms Records and Criticality
Calculator RBI Components Record
The Internal_Corrosion, External_Corrosion, and additional worksheets that are
displayed in the spreadsheet template store information for each Potential Degradation
Mechanisms record that is linked to each Criticality Calculator RBI Components record.
In the case of Criticality Calculator RBI Component records for which RBI Criticality
Analysis records exist, these worksheets also display Criticality Degradation Mech
Evaluation data that corresponds with the Potential Degradation Mechanisms record.
In the Microsoft Excel file to which you exported RBI data, on these worksheets, you can
enter and/or remove data so that links between Potential Degradation Mechanisms
records and Criticality Calculator RBI Components records will be created or removed
when you perform the import procedure.
You will create links between Potential Degradation Mechanisms records and Criticality
Calculator RBI Components records using existing worksheets in the spreadsheet
template or in a new worksheet, depending upon the value in the Degradation Mechanism
field in the Potential Degradation Mechanisms record that you want to link to a Criticality
Calculator RBI Components record and the Potential Degradation Mechanisms records
that are already linked to the Criticality Calculator RBI Components records.
For example, consider the following Equipment records and their associated Criticality
Calculator RBI Components and Potential Degradation Mechanisms records:

An Equipment record, Equipment A, is linked to a Criticality RBI Component Cylindrical Shell record, Cylindrical Shell 1. Cylindrical Shell 1 is linked to two
Potential Degradation Mechanisms records containing the following values in the
Degradation Mechanism field:

Criticality Calculator Internal Corrosion

Brittle Fracture

An Equipment record, Equipment B, is linked to a Criticality RBI Component Cylindrical Shell record, Cylindrical Shell 2. Cylindrical Shell 2 is linked to two
Potential Degradation Mechanisms records containing the following values in the
Degradation Mechanism field:

Criticality Calculator Internal Corrosion

Caustic Cracking

After you have performed the export procedure for these Equipment records and you are
working in the spreadsheet template, if you want to link a Potential Degradation
Mechanisms record with the Degradation Mechanism value Brittle Fracture to
Cylindrical Shell 2, you would do so by adding a row to the Brittle_Fracture worksheet
in the spreadsheet template, which exists because of the corresponding Potential
Degradation Mechanisms record that is linked to Cylindrical Shell 1.
Continuing with the example, if you wanted to link a Potential Degradation Mechanisms
record with the Degradation Mechanism value Carbonate Cracking to Cylindrical Shell 1
or Cylindrical Shell 2, you would need to create an additional worksheet in the
spreadsheet template because this type of Potential Degradation Mechanisms record is
not already linked to either of the Criticality Calculator RBI Components records, and
therefore the spreadsheet template does not contain a corresponding worksheet.
Continuing further with the example, if you wanted to link a Potential Degradation
Mechanisms record with the Degradation Mechanism value Criticality Calculator
External Corrosion to Cylindrical Shell 1 or Cylindrical Shell 2, you would do so by
adding a row to the External_Corrosion worksheet, which is always included in the
spreadsheet template.
Regardless of the worksheet that you use to link a Potential Degradation Mechanisms
record to a Criticality Calculator RBI Components record, when you perform the import
procedure:

An RBI Criticality Analysis record will be created and linked to the associated
Criticality Calculator RBI Components record.
A Criticality Degradation Mechanism Evaluation record is created and linked to
the RBI Criticality Analysis record.

An RBI Degradation Mechanisms record is created and linked to the RBI


Criticality Analysis record.

A Criticality Consequence Evaluation record is created and linked to the RBI


Criticality Analysis record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Linking Potential Degradation


Mechanisms Records Using an Existing
Worksheet
If you want to link a Criticality Calculator RBI Components record to a Potential
Degradation Mechanisms record whose Degradation Mechanism value matches the
Degradation Mechanism value in a Potential Degradation Mechanisms record that is
already linked to one or more Criticality Calculator RBI Components records, you would
use an existing worksheet in the spreadsheet template.
To link a Potential Degradation Mechanisms record to a Criticality Calculator RBI
Components record using an existing worksheet in the spreadsheet template:
1. In the Microsoft Excel file to which you exported RBI data, select the worksheet
that corresponds with the Degradation Mechanism value in the Potential
Degradation Mechanisms record that you want to link to a Criticality Calculator
RBI Components record.
2. In a new row, in the ASSET_ENTY_ID cell, type the Record ID of the Equipment
record to which the Criticality Calculator RBI Components record is linked.
3. In the ASSET_ENTY_KEY cell, type the Entity Key of the Equipment record to
which the Criticality Calculator RBI Components record is linked.
4. In the COMP_FMLY_ID cell, type the Family ID of the Criticality Calculator RBI
Components record to which you want to link the Potential Degradation
Mechanisms record.
5. If you are linking a Potential Degradation Mechanisms record to:
o

An existing Criticality Calculator RBI Components record, in the


ENTY_KEY column, type the Entity Key of the Criticality Calculator RBI
Components record to which you want to link the Potential Degradation
Mechanisms record.

A Criticality Calculator RBI Components record that will be created when


you perform the import procedure, in the Component column, type the
value that you typed in the Component cell on the
RBI_Data_Load_Template worksheet for the new Criticality Calculator

RBI Components record to which you want to link the Potential


Degradation Mechanisms record.
6. In the Damage Mechanism cell, type the value that is stored in the Degradation
Mechanism field in the Potential Degradation Mechanisms record that you want
to link to the Criticality Calculator RBI Components record.
When you perform the import procedure:

A Potential Degradation Mechanisms record with the Degradation


Mechanism value that you specified will be linked to the Criticality
Calculator Components record.

An RBI Criticality Analysis record will be created and linked to the


associated Criticality Calculator RBI Components record.

A Criticality Degradation Mechanism Evaluation record is created and


linked to the RBI Criticality Analysis record.

An RBI Degradation Mechanisms record is created and linked to the RBI


Criticality Analysis record.

A Criticality Consequence Evaluation record is created and linked to the


RBI Criticality Analysis record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Linking Potential Degradation


Mechanisms Records Using a New
Worksheet
You would create a new worksheet in the spreadsheet template if you want to link a
Criticality Calculator RBI Components record to a Potential Degradation Mechanisms
record whose Degradation Mechanism value does not match the Degradation Mechanism
value in a Potential Degradation Mechanisms record that is already linked to one or more
Criticality Calculator RBI Components records.
To link a Potential Degradation Mechanisms record to a Criticality Calculator RBI
Components record using a new worksheet in the spreadsheet template:

1. In the Microsoft Excel file to which you exported RBI data, create a new
worksheet. You should label the worksheet in a way that it is clear to users of the
Microsoft Excel file that the worksheet corresponds with a Potential Degradation
Mechanisms record with a certain Degradation Mechanism value.
For example, if you are creating a worksheet to link a Potential Degradation Mechanisms
record with a Degradation Mechanism value of Carbonate Cracking to a Criticality
Calculator RBI Components record, you might label the worksheet Carbonate_Cracking.
2. Beginning with the first column in the spreadsheet, create the following column
labels in the following order:
o ASSET_ENTY_ID
o

ASSET_ENTY_KEY

COMP_FMLY_ID

ENTY_KEY

Component

Component Description

Damage Mechanism

3. In the second row, in the ASSET_ENTY_ID cell, type the Entity ID of the
Equipment record to which the Criticality Calculator RBI Components record is
linked.
4. In the ASSET_ENTY_KEY cell, type the Entity Key of the Equipment record to
which the Criticality Calculator RBI Components record is linked.
5. In the COMP_FMLY_ID cell, type the Family ID of the Criticality Calculator
RBI Components record to which you want to link the Potential Degradation
Mechanisms record.
6. If you are linking a Potential Degradation Mechanisms record to:
o

An existing Criticality Calculator RBI Components record, in the


ENTY_KEY column, type the Entity Key of the Criticality Calculator RBI
Components record to which you want to link the Potential Degradation
Mechanism record.

A Criticality Calculator RBI Components record that will be created when


you perform the import procedure, in the Component column, type the
value that you typed in the Component cell on the

RBI_Data_Load_Template worksheet for the new Criticality Calculator


RBI Components record to which you want to link the Potential
Degradation Mechanism record.
7. In the Damage Mechanism cell, type the value that is stored in the Degradation
Mechanism field in the Potential Degradation Mechanisms record that you want
to link to the Criticality Calculator RBI Components record.
When you perform the import procedure:

A Potential Degradation Mechanisms record with the Degradation


Mechanism value that you specified will be linked to the Criticality
Calculator Components record.

An RBI Criticality Analysis record will be created and linked to the


associated Criticality Calculator RBI Components record.

A Criticality Degradation Mechanism Evaluation record is created and


linked to the RBI Criticality Analysis record.

An RBI Degradation Mechanisms record is created and linked to the RBI


Criticality Analysis record.

A Criticality Consequence Evaluation record is created and linked to the


RBI Criticality Analysis record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Removing the Link Between a Potential


Degradation Mechanisms Record and a
Criticality Calculator RBI Components
Record
If you remove certain data on the Internal_Corrosion, External_Corrosion, or additional
worksheets in the spreadsheet template, when you perform the import procedure, the link
between Potential Degradation Mechanisms records and Criticality Calculator RBI
Components records will be removed.

To remove the link between a Potential Degradation Mechanism record and a Criticality
Calculator RBI Components record:
1. In the Microsoft Excel file to which you exported RBI data, select the worksheet
that corresponds with the Degradation Mechanism value in the Potential
Degradation Mechanisms record whose link to a Criticality Calculator RBI
Components record you want to remove.
For example, if you want to remove the link between a Criticality Calculator RBI
Components record and a Potential Degradation Mechanisms record with a Degradation
Mechanism value of Carbonate Cracking, you would select the Carbonate_Cracking
worksheet.
2. In the row associated with the Criticality Calculator RBI Components record
whose link to a Potential Degradation Mechanisms record you want to remove,
clear the cell in the Damage Mechanism column.
-orDelete the row associated with the Criticality Calculator RBI Components record whose
link to a Potential Degradation Mechanisms record you want to remove.
When you perform the import procedure:

The link will be removed between the Potential Degradation Mechanisms


record and the Criticality Calculator RBI Components record.
An RBI Criticality Analysis record will be created and linked to the
Criticality Calculator RBI Components record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating New RBI Criticality Analysis


Records
When you perform the import procedure, based upon data that you specified in the
Microsoft Excel file to which you exported RBI data, a new RBI Criticality Analysis
record is created and linked to any Criticality Calculator RBI Components record:

That you created or updated.

For which you created or removed a link to one or more Potential Degradation
Mechanisms records.

Additionally, the following records are created and linked to the new RBI Criticality
Analysis records that are created during the import procedure:

RBI Degradation Mechanisms


Criticality Degradation Mech Evaluation

Criticality Consequence Evaluation

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating a New Criticality Degradation


Mech Evaluation Records from
Existing Analysis Data
In the Microsoft Excel file to which you exported RBI data, on the Internal Corrosion,
External Corrosion, and any additional worksheet that is displayed for an associated
Potential Degradation Mechanisms record, one row is displayed for each Potential
Degradation Mechanisms record that is linked to each Criticality Calculator RBI
Component record. Additionally, for each Criticality Calculator RBI Components record
for which an RBI Criticality Analysis exists, Criticality Degradation Mech Evaluation
values are displayed on these worksheets. If you modify any of the data for an existing
Criticality Degradation Mech Evaluation record on one of these worksheets, when you
perform the import procedure, a new RBI Criticality Analysis record will be created and
linked to the associated Criticality Calculator RBI Components record, and a new
Criticality Degradation Mechanism Evaluation record will be created and linked to the
RBI Criticality Analysis record.
To create a new Criticality Degradation Mech Evaluation record from existing analysis
data:
1. In the Microsoft Excel file to which you exported RBI data, select the worksheet
for the Potential Degradation Mechanisms record that is associated with the
existing Criticality Degradation Mech Evaluation record from which you want to
create a new Criticality Degradation Mech Evaluation record.
2. In the row containing the Criticality Degradation Mech Evaluation data from
which you want to create a new Criticality Degradation Mech Evaluation record,

modify existing values or enter new values in the columns that correspond with
Criticality Degradation Mech Evaluation fields.
When you perform the import procedure:

An RBI Criticality Analysis record is created and linked to the associated


Criticality Calculator RBI Components record.

A Criticality Degradation Mechanism Evaluation record is created and


linked to the RBI Criticality Analysis record.

An RBI Degradation Mechanisms record is created and linked to the RBI


Criticality Analysis record.

Repeat these steps for each existing Criticality Degradation Mech Evaluation record that
you want to create from an existing Criticality Degradation Mech Evaluation record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating New Criticality Degradation


Mech Evaluation Records From New
Analysis Data
In the Microsoft Excel file to which you exported RBI data, on the Internal Corrosion,
External Corrosion, and any additional worksheet that is displayed for an associated
Potential Degradation Mechanisms record, one row is displayed for each Potential
Degradation Mechanisms record that is linked to each Criticality Calculator RBI
Component record. Additionally, for each Criticality Calculator RBI Components record
for which an RBI Criticality Analysis exists, Criticality Degradation Mech Evaluation
values are displayed on these worksheets. When you perform the import procedure,
Criticality Degradation Mech Evaluation records will be created for any new row that
you create on these worksheets.
To create a Criticality Degradation Mech Evaluation record from new analysis data:
1. In the Microsoft Excel file to which you exported RBI data, link a new Potential
Degradation Mechanisms record to a Criticality Calculator RBI Components
record.

2. In the row representing the Potential Degradation Mechanisms record that you
linked to a Criticality Calculator for which you want to create a new Criticality
Degradation Mech Evaluation record, enter values in the cells in columns that
correspond with Criticality Degradation Mech Evaluation fields.
When you perform the import procedure:

An RBI Criticality Analysis record is created and linked to the associated


Criticality Calculator RBI Components record.

A Criticality Degradation Mechanism Evaluation record is created and


linked to the RBI Criticality Analysis record.

An RBI Degradation Mechanisms record is created and linked to the RBI


Criticality Analysis record.

Repeat these steps for each existing Criticality Degradation Mech Evaluation record that
you want to create from scratch.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Creating New Criticality Consequence


Evaluation Records
In the Microsoft Excel file to which you exported RBI data, on the
RBI_Data_Load_Template worksheet, one row is displayed for each Criticality
Calculator RBI Components record that is linked to each Equipment record for which
you performed the export procedure. Some of the columns displayed on this worksheet
correspond with fields in Criticality Consequence Evaluation records that are associated
with Criticality Calculator RBI Components records for which RBI Criticality Analysis
records exist.
When you perform the import procedure, a new Criticality Consequence Evaluation
record will be created and linked to any RBI Criticality Analysis record that is created
during the import procedure.
Additionally, if you want to create a new Criticality Consequence Evaluation record from
an existing Criticality Consequence record, you can modify the data for an existing
Criticality Consequence Evaluation record on the RBI Data Load Template worksheet.
When you do this, as a result of the import procedure, a new RBI Criticality Analysis

record will be created and a new Criticality Consequence Evaluation record will be
created and linked the RBI Criticality Analysis record.
To create a new Criticality Consequence Evaluation record from an existing record:
1. In the Microsoft Excel file to which you exported RBI data, select the
RBI_Data_Load_Template worksheet.
2. In the row containing the Criticality Consequence Evaluation data from which
you want to create a new Criticality Consequence Evaluation record, modify
existing values or enter new values in the cells in columns that correspond with
Criticality Consequence Evaluation fields.
When you perform the import procedure:

A RBI Criticality Analysis record is created and linked to the associated


Criticality Calculator RBI Components record.
A Criticality Consequence Evaluation record is created and linked to the
RBI Criticality Analysis record.

Repeat these steps for each existing Criticality Consequence Evaluation record from
which you want to create new Criticality Consequence Evaluation records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Importing RBI Data


After you have entered new or modified existing RBI data in a Microsoft Excel file to
which you exported RBI data, you can perform the import procedure to import data to the
Meridium APM Framework to create new RBI records and/or update or delete existing
RBI records.
To import RBI data:
1. On the RBI Export and Import page, in the RBI Export and Import workspace,
select the Import tab.
2. In the File Name text box, specify the Microsoft Excel file name and location
from which you want to import RBI data. The following image shows an example
of a Microsoft Excel file specified in the File Name text box.

3. Click the Import button.


The Import Status window appears, displaying the results of the import process.

You can save a log of the import by clicking the Save Log button.
4. Click the Close button.
The Import Status window closes, and the RBI Export and Import page returns to focus.
RBI records are created and/or updated based upon the data specified in the selected
Microsoft Excel file.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Interpreting Import Errors


If there are errors associated with the import procedure, they are displayed in the grid on
the Import Status window. The Message column in the grid provides details about the
specific error that occurred. The following table lists the values that can be displayed in
the Message column and what they mean. This list is not comprehensive.

This value in the Message


column:
Component is inactive.
Component skipped.

Component skipped. The existing


component <Criticality Calculator
RBI Components Record ID> is
not linked to the Asset
<Equipment Record ID>

...indicates that:
The Criticality Calculator RBI Components record for
which you are trying to create or update RBI data is
inactive, and you cannot create or update RBI data for
inactive Criticality Calculator RBI Components records.
The Criticality Calculator RBI Components record for
which you are trying to update or create RBI data is not
linked to one of the Equipment records for which you are
importing data.

Error reading file.

There is a problem with the Microsoft Excel file from


which you are importing data.

Import Failed : <Error message> The import process was not successful, and provides
additional details on the error(s).
Invalid value for Damage
Mechanism. Worksheet error:
<Worksheet label>

A value in a Damage Mechanism cell on the


Internal_Corrosion, External_Corrosion, or an additional
worksheet contains an invalid value.

Unable to add Potential


Degradation Mechanism
<Potential Degradation
Mechanisms Record ID>

Data was entered incorrectly on the Internal_Corrosion,


External_Corrosion, and/or an additional worksheet(s).

Unable to create analysis for RBI


Component <Criticality
Data was entered incorrectly on the
Calculator RBI Components
RBI_Data_Load_Template worksheet.
Record ID>:Error message
Unable to find Asset. Asset
skipped.
Unable to create component.
Component skipped.

An Equipment record whose Record ID you specified in


the import file does not exist in your database.
In the import file, on the RBI_Data_Load_Template
worksheet:

A value that you entered in a cell in the


Component column does not correspond with a
Criticality Calculator RBI Components record in
your database.
-or-

A cell in the ENTY_KEY column for a Criticality


Calculator RBI Components record does not
contain a value.

Worksheet <Worksheet label> not


The specific worksheet does not exist in the import file.
found

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

An Example of the RBI Export and


Import Process
The following example illustrates the process of performing the export procedure,
updating data in the Microsoft Excel file to which data was exported, performing the
import procedure, and the impact of performing these actions on records that are stored in
the database.
A system in your facility includes the following Equipment records with the following
Equipment IDs, for which you want to export RBI data:

HXST 144
HXST 145

HXST 146

On the Export tab on the RBI Export and Import page, you specify that you want to
export the data for these records and their associated RBI records, and you specify a file
to which the data should be exported. The following image shows an example of the RBI
Export and Import page with this information specified.

You perform the export procedure, and the data for the selected records is exported to the
Microsoft Excel file that you specified. The following image shows an example of the
Internal_Corrosion worksheet selected in the Microsoft Excel file to which the data was
exported.

Note that a Potential Degradation Mechanisms record with the Degradation Mechanisms
value Criticality Calculator Internal Corrosion is linked to all Criticality Calculator RBI
Components records except the Criticality Calculator RBI Components record with the
Component value RBIComp-~CRUDE-HVY.ATMOS.GAS POIL~HXST144-EB-861,
which is linked to the Equipment record with Equipment ID HXST 144.
You want this Criticality Calculator RBI Components record to be linked to a Potential
Degradation Mechanisms record with the Degradation Mechanisms value Criticality
Calculator Internal Corrosion, so on the Internal_Corrosion worksheet, you add a row for
the Criticality Calculator RBI Components record with the Component value RBIComp-

~CRUDE-HVY.ATMOS.GAS POIL~HXST144-EB-861. In the following image, the


new row is selected.

You also want a Potential Degradation Mechanisms record with the Degradation
Mechanism value Caustic Cracking to be linked to each Criticality Calculator RBI
Components record, so you add one additional worksheet, labeled Caustic_Cracking,
and you create one row for each Criticality Calculator RBI Components record. The
following image shows an example of the Caustic_Cracking worksheet with this new
data defined.

You save the updates to the Microsoft Excel file, and you specify that this file should be
used to import data. The following image shows an example of the Import tab on the RBI
Export and Import page with this information specified.

When you import the data, based upon the data that you specified in the Microsoft Excel
file:

A Potential Degradation Mechanisms record with the Degradation Mechanism


value Caustic Cracking is linked to ALL of the Criticality Calculator RBI
Components records.

A Potential Degradation Mechanisms record with the Degradation Mechanism


value Criticality Calculator Internal Corrosion is linked to the Criticality
Calculator RBI Components record with the Component value RBIComp~CRUDE-HVY.ATMOS.GAS POIL~HXST144-EB-861.

An RBI Criticality Analysis record is created and linked to ALL of the Criticality
Calculator RBI Components records.

A Criticality Degradation Mechanism Evaluation record that corresponds with


each Potential Degradation Mechanisms record that is linked to each Criticality
Calculator RBI Components record is created and linked to each RBI Criticality
Analysis record that was created for each Criticality Calculator RBI Components
record.

A Criticality Consequence Evaluation record is created and linked to each of the


RBI Criticality Analysis records that were created and linked to each of the
Criticality Calculator RBI Components records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Overview of RBI Calculations


An RBI Analysis includes an RBI Criticality Analysis record and the successor records to
which it is linked that contain risk information about the RBI Component for which the
analysis was created. As you conduct RBI Analyses, calculations and validations are
performed, and the results are stored in various RBI records.
In this section of the documentation, we provide descriptions of the calculations and
validations that are performed within an RBI Analysis. This section of the documentation
does not provide comprehensive information for all of the calculations and validations
performed within an RBI Analysis. The following descriptions are classified according to
the type of record for which the calculation or validation is performed:

Criticality Calculator RBI Components Calculations: Stores summary


information and calculations that are performed using information in Criticality
Calculator RBI Components records.
RBI Degradation Mechanisms Calculations: Stores summary information and
calculations that are performed using information in RBI Degradation
Mechanisms records.
Criticality Degradation Mech Evaluation Calculations: Stores summary
information and calculations that are performed using information in Criticality
Degradation Mech Evaluation records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Calculated Inventory


In order to calculate an RBI Analysis, you must enter a value manually in the Inventory
field in the RBI Criticality Analysis record. The value that you enter in this field should
match either the value in either the Inventory field or the value in the Calculated
Inventory field in the associated Criticality Calculator RBI Components record. These
values are displayed on the Operating and Process tab of the corresponding datasheet for
the Criticality Calculator RBI Components record. The following image shows an
example of the Operating and Process tab of the RBI Comp - Exchanger Tube datasheet,
where a red outline has been added to the image to highlight these fields.

The Meridium APM system automatically calculates the value in the Calculated
Inventory field in the following Criticality Calculator RBI Components records:

Criticality RBI Component - Cylindrical Shell


Criticality RBI Component - Exchanger Header

Criticality RBI Component - Exchanger Tube

Criticality RBI Component - Tank Bottom

The formula that is used to determine Calculated Inventory depends upon the value in the
Initial Fluid Phase field in the Criticality Calculator RBI Components record.

If the value in the Initial Fluid Phase field is Gas, the Calculated Inventory for
gases formula is used.
If the value in the Initial Fluid Phase field is Liquid, the Calculated Inventory for
liquids formula is used.

You can specify that the Calculated Inventory value be used to populate the Inventory
field in the associated Criticality Consequence Evaluation record by setting the Use
Calculated Inventory field in the Criticality Consequence Evaluation to True.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Calculated Inventory for Gases


The Calculated Inventory for gases formula is used to determine Calculated Inventory for
the following Criticality Calculator RBI Components records whose Initial Fluid Phase
field contains the value Gas:

Criticality RBI Component - Cylindrical Shell


Criticality RBI Component - Exchanger Header

Criticality RBI Component - Exchanger Tube

Criticality RBI Component - Tank Bottom

Calculated Inventory for gases is determined using the following formula:

Calculated Inventory for gases = (P x V) / ((R / MolWt) x (T + 459.67))


...where:

P is the value in the Operating Pressure field in the Criticality Calculator RBI
Components record.
V is the Volume that is calculated for the gas that is associated with the Criticality
Calculator RBI Components.

MolWt is the MolWt defined by the RepresentativeFluids reference table for the
fluid specified in the Process Fluid field in the Criticality Calculator RBI
Components record.

T is the value in the Operating Temperature field in the Criticality Calculator RBI
Components record.

R is the value 1,545, a universal gas constant.

The value 459.67 is the temperature constant, 459.67

For example, consider:

A Criticality Calculator RBI Components record with the following values:


Component Type: Heat Exchanger - Shell

Process Fluid: CO

Initial Fluid Phase: Gas

Operating Pressure: 500

Operating Temperature = 100

An associated Criticality Consequence Evaluation record whose Volume field


contains the value 6,785.8401.

MolWt for the Process Fluid CO is 28.

Based upon these values, Calculated Inventory for gases would be calculated like this:
Calculated Inventory for gases = (P x V) / ((R / Mol Wt) x (T + 459.67))
Calculated Inventory for gases = (500 x 6,785.8401) / ((1,545 / 28) x (100 + 459.67))
Calculated Inventory for gases = (3,392,920.05) / (30,881.8071)

Calculated Inventory for gases = 109.8679

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Calculated Inventory for Liquids


The Calculated Inventory for liquids formula is used to determine Calculated Inventory
for the following Criticality Calculator RBI Components records whose Initial Fluid
Phase field contains the value Liquid:

Criticality RBI Component - Cylindrical Shell


Criticality RBI Component - Exchanger Header

Criticality RBI Component - Exchanger Tube

Criticality RBI Component - Tank Bottom

Calculated Inventory for liquids is determined using the following formula:


Calculated Inventory for liquids = Density x Volume
...where:

Density is determined for the Process Fluid in the Criticality Calculator RBI
Components record according to the RepresentativeFluids reference table.

Volume is the value in the Volume field in the associated Criticality Consequence
Evaluation record.

For example, consider:

A Criticality Calculator RBI Components record with the following values:

Process Fluid: Asphalt

Initial Fluid Phase: Liquid

An associated Criticality Consequence Evaluation record whose Volume field


contains the value 1,336.2677.

Density for the Process Fluid Asphalt is 49.

Based upon these values, Calculated Inventory for liquids would be calculated like this:
Calculated Inventory for liquids = Density x Volume
Calculated Inventory for liquids = 49 x 1,3636.2677
Calculated Inventory for liquids = 65,477.1177

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Volume
Volume is calculated in Criticality Consequence Evaluation records using values that are
stored in the associated Criticality Calculator RBI Components record. Volume is used an
input to the calculations for Calculated Inventory for gases and liquids.
Volume is calculated using one of two calculations, depending upon the value in the
Component Type field in the associated Criticality Calculator RBI Components record.
The following equation is used to calculate volume for the following Criticality
Calculator RBI Components records that contain a value other than Storage Tanks in the
Component Type field:

Criticality RBI Component - Cylindrical Shell


Criticality RBI Component - Exchanger Head

Criticality RBI Component - Exchanger Tube

Volume = x (r / 24)2 x (l / 12)


...where:

r = Diameter InnerDiameter

l = Length

For example, consider a Criticality Calculator RBI Components record with the following
values:

Component Type: Heat Exchanger - Shell


Diameter InnerDiameter: 35

Length: 2400

Volume would be calculated like this:


Volume = x (r / 24)2 x (l / 12)
Volume = x (35/24) 2 x (2400 / 12)
Volume = x (1.4583) 2 x (200)
Volume = x 2.1267 x 200
Volume = 1,336.2677
The following equation is used to determine volume for Criticality Calculator RBI
Component - Tank Bottom records that contain the value Storage Tanks in the
Component Type field:
Volume = x (r / 24)2 x h
...where:

r = Diameter InnerDiameter

h = Fill Height

For example, consider a Criticality Calculator RBI Component - Tank Bottom record
with the following values:

Component Type: Storage Tanks


Diameter InnerDiameter = 48

Fill Height = 195

Volume would be calculated like this:


Volume = x (r / 24)2 x h
Volume = x (48/24)2 x 195
Volume = x (4)2 x 195
Volume = 1,193.8052

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Priority
When you calculate an RBI Analysis, in each RBI Degradation Mechanisms record that is
linked to the RBI Criticality Analysis record, the values in the following fields are
calculated automatically:

Probability of Failure

Combined Consequence

Together, the values are used to determine the Inspection Priority, which is stored in the
Inspection Priority (Unmitigated Risk) field in the same RBI Degradation Mechanisms
record.
Specifically, to determine the Inspection Priority, the Probably of Failure and Combined
Consequence are plotted on a matrix that looks like this:

Note: You can view this matrix by viewing the Criticality Analysis datasheet for the RBI
Criticality Analysis family.
For example, suppose the calculated Probability of Failure is 5 and the calculated
Combined Consequence is B. In the matrix, if you were to view the cell at the
intersection of the probability row of 5 and the consequence column of B, you would see
the number 19.

If you were to view the Degradation Mechanisms datasheet for this RBI Degradation
Mechanisms record, you would see these same values, where 19 is the Inspection
Priority, as shown in the following image.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Overview of How Unmitigated Risk is


Calculated

When you calculate an RBI Analysis, the unmitigated risk and unmitigated financial risk
for each RBI Degradation Mechanisms record is calculated automatically and stored in
the RBI Degradation Mechanisms record. The calculation is performed using Risk
Translation records.
Note: If the administrative Risk Assessment check box is selected and you have created a
custom calculator (a non-baseline calculator), the Risk Matrix will also be populated with
unmitigated risk values. This documentation does not explain how to create a custom
calculator for this purpose. It assumes that if you want unmitigated risk to be displayed in
the Risk Matrix, you have created your own calculator and that you understand how it
calculates and displays unmitigated risk in the Risk Matrix. This documentation explains
only how unmitigated risk is calculated and stored in RBI Degradation Mechanisms
records using Risk Translation records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Unmitigated Risk
When you calculate an RBI Analysis, the Meridium APM system locates the Criticality
Consequence Evaluation record to which it is linked. In that Criticality Consequence
Evaluation record, the following fields contain a value, which represents a consequence
on the same Risk Matrix that was used to calculate the Inspection Priority:

Flammable Consequence Category


Toxic Consequence Category

Environmental Consequence Category

Note: The Environmental Consequence Category field will contain a value only if the
Criticality Calculator RBI Components record contains the value Storage Tank - Bottom
in the Component Type field.
To determine the unmitigated risk for each RBI Degradation Mechanisms record, the
Meridium APM system plots the following values on the Risk Matrix to determine a
temporary unmitigated risk value:

The highest value from the fields in the previous list.


The calculated Probability of Failure in the RBI Degradation Mechanism record.

The Meridium APM system then locates the Risk Translation record with this temporary
unmitigated risk value in the Source Risk Rank field and the value No (N) in the
Financial? field. The value in the Risk Matrix Rank field in that Risk Translation record

is then displayed on the Risk Details tab of the Degradation Mechanism datasheet, at the
intersection of the Unmitigated Risk row and Strategy Risk Rank column.
For instance, consider the following example, where a Criticality Consequence
Evaluation record contains the following values:

Flammable Consequence Category: B


Toxic Consequence Category: C

Environmental Consequence Category: None

Of the three values, when plotted on the Risk Matrix, B represents the highest
consequence.
In addition, in the RBI Degradation Mechanisms record Criticality Calculator External
Corrosion, the Probability of Failure is 5:

The consequence B and the Probability of Failure 5 are then plotted on the Risk Matrix to
determine a temporary unmitigated risk value. Where they two values intersect, the value
19 appears, as shown in the following image.

The value 19 is then compared to the values in the Source Risk Rank field in Risk
Translation records. The Risk Translation record with the value 19 in the Source Risk
Rank field is shown in the following image.

From this image, you can see that the value in the Risk Matrix Rank field is 10.
If you were to view the Degradation Mechanism datasheet for this RBI Degradation
Mechanisms record, you would see the value 10 on the Risk Details tab.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Unmitigated Financial Risk


When you calculate an RBI Analysis, the Meridium APM system locates the Criticality
Consequence Evaluation record to which it is linked. In that Criticality Consequence
Evaluation record, the following fields contain a value, which represents a consequence
on the same Risk Matrix that was used to calculate the Inspection Priority:

Lost Production Category


Product Leak Category

Note: The Product Leak Consequence field will contain a value only if the Criticality
Calculator RBI Components record contains the value Heat Exchanger - Bundle in the
Component Type field.
To determine the unmitigated financial risk for each RBI Degradation Mechanisms
record, the Meridium APM system plots the following values on the Risk Matrix to
determine a temporary unmitigated financial risk value:

The highest value from the fields in the previous list.


The calculated Probability of Failure in the RBI Degradation Mechanism record.

The Meridium APM system then locates the Risk Translation record with this temporary
unmitigated risk value in the Source Risk Rank field and the value Yes (Y) in the
Financial? field. The value in the Risk Matrix Rank field in that Risk Translation record
is then displayed on the Risk Details tab of the Degradation Mechanism datasheet, at the
intersection of the Unmitigated Financial Risk row and Strategy Risk Rank column.
For instance, consider the following example, where a Criticality Consequence
Evaluation record contains the following values:

Lost Production Category: C


Product Leak Category: None

Because there is no Product Leak Category value, C represents the highest consequence
when plotted on the Risk Matrix.
In addition, in the RBI Degradation Mechanisms record Criticality Calculator External
Corrosion, the Probability of Failure is 5, as shown in the following image.

The consequence C and the Probability of Failure 5 are then plotted on the Risk Matrix to
determine a temporary unmitigated financial risk value. Where they two values intersect,
the value 22 appears:

The value 22 is then compared to the values in the Source Risk Rank field in Risk
Translation records. The Risk Translation record with the value 22 in the Source Risk
Rank field is shown in the following image.

From this image, you can see that the value in the Risk Matrix Rank field is 5.
If you were to view the Degradation Mechanism datasheet for this RBI Degradation
Mechanisms record, you would see the value 5 on the Risk Details tab.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Equivalent Number of Inspections


The Equivalent Number of Inspections field is available on the baseline datasheets for the
following Criticality Degradation Mech Evaluation families:

Criticality Env. Crack. Deg. Mech. Eval.

Criticality Ext. Corr. Deg. Mech. Eval.

Criticality Int. Corr. Deg. Mech. Eval.

The value in this field is calculated automatically based upon:

The number of Inspection records that you assigned to the associated degradation
mechanism.
The values that exist in the Inspection Confidence fields in those Inspection
records.
The confidence equivalence factor that applies to those inspection confidence
values.

The confidence equivalence factor (EF) is determined using a standard set of confidence
values and equivalence numbers that are presented in a matrix format. This concept is
best understood through an example.

Example
Consider the scenario where a Criticality Degradation Mech Evaluation record is linked
to six Inspection records, where:

Two of those records contain the value Very High in the Inspection Confidence
field.
Four of those records contain the value Medium in the Inspection Confidence
field.

Hint: The Inspection Confidence field is not shown on the baseline Inspection datasheets.
You can see the value by adding the field to the datasheet or creating a query that
includes it.
To determine the value in the Equivalent Number of Inspections field, the following
equation is used (where EF stands for equivalency factor):
Equivalent Number of Inspections = (Very High EF x # Inspections with Very High
Confidence) + (High EF x # Inspections with High Confidence) + (Medium EF x #
Inspections with Medium Confidence) + (Low EF x # Inspections with Low Confidence)
To simplify the documentation, we will focus on the # Inspections with <Confidence
Value> Confidence part of the equation first.
Using the example with six Inspection records (two Very High and four Medium), the
equation would look like this:

Equivalent Number of Inspections = (Very High EF x 2) + (High EF x 0) + (Medium EF


x 4) + (Low EF x 0)
Because two of the parenthetical components have a multiplication factor of zero (0), we
can eliminate those from the equation, since the result would be zero (0). So, a simpler
version of the equation would look like this:
Equivalent Number of Inspections = (Very High EF x 2) + (Medium EF x 4)
You can see from the equation that the number of inspections with Very High and
Medium confidence (2 and 4) must be multiplied by the Very High and Medium
equivalency factors. The following matrix is used to determine which equivalency factors
to use.
Very High

High

Medium

Low

Confidence

Confidence

Confidence

Confidence

Very High EF

N/A

N/A

N/A

High EF

.333

N/A

N/A

Medium EF

.111

.333

N/A

Low EF

.037

.111

.333

First, the Meridium APM system determines the highest confidence among the Inspection
records that are included in the equation. In our example, since two of the Inspection
records have a Very High confidence and four have a Medium confidence, Very High is
the highest confidence among those records. So, in the matrix, the Meridium APM
system finds the column containing the confidence level Very High. In the table below,
this column is colored orange.
Very High

High

Medium

Low

Confidence

Confidence

Confidence

Confidence

Very High EF

N/A

N/A

N/A

High EF

.333

N/A

N/A

Medium EF

.111

.333

N/A

Low EF

.037

.111

.333

The numbers in this column are then used to determine the equivalency factors to plug
into the equation. So far, the equation looks like this:
Equivalent Number of Inspections = (Very High EF x 2) + (Medium EF x 4)
...where:

Very High EF is the value at the intersection of the Very High EF row and the
Very High Confidence column.

Medium EF value is the value at the intersection of the Medium EF row and the
Very High Confidence column.

In this case:

Very High EF = 1

Medium EF = .111

You can see these numbers in blue in the table below. Note that because their values are
not used in the equation, the remaining columns have been removed from the table to
simplify the example.
Very High
Confidence
Very High EF

High EF

.333

Medium EF

.111

Low EF

.037

Understanding now how the Very High EF and Medium EF values are derived, we can
now look at the entire equation again.
Equivalent Number of Inspections = (Very High EF x # Inspections with Very High
Confidence) + (Medium EF x # Inspections with Medium Confidence)
Equivalent Number of Inspections = (Very High EF x 2) + (Medium EF x 4)
Equivalent Number of Inspections = (1 x 2) + (.111 x 4)
Equivalent Number of Inspections = 2 + .444

Equivalent Number of Inspections = 2.444


Because the final number contains a decimal less than 0.5, it is rounded down. So, the
final result is:
Equivalent Number of Inspections = 2

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About the RBI Catalog Folder Structure


The following topics contain explanations of the folders that exist in the Catalog
folder \\Public\Meridium\Modules\Risk Based Inspection, information about the files
they contain by default, and details on how these files can be used by RBI users. This
information is intended to serve as a quick reference to details that are provided
elsewhere in the specific RBI instructions.
Note: All of the Public folders exist by default. Any item in a Public folder is also
available in the corresponding Baseline folder. Throughout this documentation, however,
we refer to items in the Public folder.

Queries Folder
Mapping Queries Folder

Policy Queries Folder

Strategies Folder

Report Queries

Reports

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Queries Folder
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Queries contains
the queries listed in the following table. In this table, the values listed in the Query

column refer to the query names. The baseline query captions are the same as the query
names.
IMPORTANT: You should not modify the name of these queries or move them to
another Catalog folder.

Query

Export RBI
Components by
Asset

Behavior and Usage


Used to return results on the RBI Export and Import page. In the
baseline Meridium APM database, the Export RBI Components by
Asset query is configured to return Equipment records that are linked
to Active Criticality Calculator RBI Components records and
Equipment records that are not linked to at least one Criticality
Calculator RBI Components record.

Used to return results on the Find Inspection Groups page. In the


Manage Inspection baseline Meridium APM database, the Manage Inspection Groups
Groups
query is configured to return Asset Group records that are linked to
Functional Location records that represent units.
Manage RBI
Components

Used to return results on the RBI Component List page. In the baseline
Meridium APM database, the Manage RBI Components query is
configured to return Criticality Calculator RBI Components records
that are linked to Equipment records.

Used to return results on the RBI System List page. In the baseline
Meridium APM database, the Manage RBI System query is configured
Manage RBI System to return RBI System records that are linked to Functional Location
records. Specifically, the Process Unit prompt is designed to filter these
Functional Location records to display only units.
Recommendations
by Asset

Used for displaying RBI Recommendation records in Recommendation


Management when you access Recommendation Management from
RBI.

Used to return results on the RBI - Review Analyses page. In the


baseline Meridium APM database, the query is configured to return all
Review Analyses by
RBI Criticality Analysis records not in an Archived state for the
Asset
Equipment or Functional Location record for which you accessed the
RBI Asset View page.
Select Protected
Assets

Used to return Equipment records on the Select Protected Equipment


window, which appears after you select the Assets - No Associated Risk
Analysis option on the Add Protected Equipment dialog box.

Used to return Criticality Calculator RBI Components records on the


Select Protected Equipment window, which appears after you select the
Components - Associated Risk Analysis option on the Add Protected
Select Protected RBI Equipment dialog box. In the baseline Meridium APM database, this
Components
query contains a prompt on the Equipment ID field, which you can use
to filter the results to return only Criticality Calculator RBI
Components records that are linked to the Equipment records with the
selected Equipment IDs.
Used to return results on the Find Existing RBI Components window,
which appears when you assign existing components to an RBI
System. In the baseline Meridium APM database, the query is
configured to return Criticality Calculator RBI Components records
that are:
Select RBI
Components
Linked to Equipment records.
Not linked to an RBI System record.
Used to return results on the Create Inspection Group dialog box. In
the baseline Meridium APM database, this query is configured to return
all Functional Location records that:

Select Unit for


Grouping

View All
Recommendations

Represent a unit.

Are linked to an RBI System record that is associated with RBI


Components.

Used to return results on the Manage Recommendations page. In the


baseline Meridium APM database, the View All Recommendations
query is configured to return Equipment records that are linked to RBI
Recommendation records.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Mapping Queries Folder


The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Queries\Mapping
Queries contains the queries listed in the following table. In this table, the values listed in
the Query column refer to the query names. The baseline query captions are the same as
the query names.

Query

Behavior and Usage

Env Cracking Mapping

This query is not currently used by Meridium APM.

External Corrosion Mapping

This query is not currently used by Meridium APM.

Flammable Consequence
Mapping

This query is not currently used by Meridium APM.

Internal Corrosion Mapping

This query is not currently used by Meridium APM.

RBI-CNAFC Query
MI_CCRBICEB

The functionality that this query supports is not currently


documented.

RBI-CNAFC Query
MI_CCRBICOM

The functionality that this query supports is not currently


documented.

RBI-CNAFC Query
MI_CCRBICPI

The functionality that this query supports is not currently


documented.

RBI-CNAFC Query
MI_CCRBICTB

The functionality that this query supports is not currently


documented.

Toxic Consequence Mapping

This query is not currently used by Meridium APM.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Policy Queries Folder


The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Queries\Policy
Queries contains the queries listed in the following table. These queries are used by RBI
Strategy Mapping Groups when you generate RBI Recommendations records
automatically. In this table, the values listed in the Query column refer to the query
names. The baseline query captions are the same as the query names.
IMPORTANT: You should not modify the name of these queries or move them to
another Catalog folder.

Query

Behavior and Usage

Appendix B Defines the criticality item types for which the Policy record
Component Type Filter Appendix_B will be used to generate RBI Recommendation records

automatically.
Appendix D Defines the criticality item types for which the Policy record
Component Type Filter Appendix_D will be used to generate RBI Recommendation records
automatically.
Appendix E Defines the criticality item types for which the Policy record
Component Type Filter Appendix_E will be used to generate RBI Recommendation records
automatically.
Appendix F Defines the criticality item types for which the Policy record
Component Type Filter Appendix_F will be used to generate RBI Recommendation records
automatically.
Appendix G Defines the criticality item types for which the Policy record
Component Type Filter Appendix_G will be used to generate RBI Recommendation records
automatically.
Appendix H Defines the criticality item types for which the Policy record
Component Type Filter Appendix_H will be used to generate RBI Recommendation records
automatically.
Appendix I Defines the criticality item types for which the Policy record
Component Type Filter Appendix_I will be used to generate RBI Recommendation records
automatically.
PRD Strategies Defines the criticality item types for which the Policy record
Component Type Filter PRD_Strategies will be used to generate RBI Recommendation
records automatically.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Strategies Folder
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Queries\Strategies
is empty by default. This folder is meant to contain queries that you want to use to
generate RBI Recommendation records. If you want to generate RBI Recommendation
records, you must store the associated queries in this folder.
IMPORTANT: You should not modify the name of this folder.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Report Queries
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Report Queries
contains the queries listed in the following table. In this table, the values listed in the
Query column refer to the query names. The baseline query captions are the same as the
query names.

Query

Behavior and Usage

Inspection
Group Report
Query

After displaying a prompt for an Entity Key, returns the Asset Group and
Grouping Element records that are linked to the record with the specified
Entity Key. This query supports the report Inspection Group Report that is
stored in the Reports folder.

Inspection
Group Report
Sub Query

After displaying a prompt for an Entity Key, returns the Grouping Element
records that are linked to the record with the specified Entity Key. This
query supports the Inspection Group Report that is stored in the Reports
folder.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Reports
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Reports contains
the reports listed in the following table. In this table, the values listed in the Report
column refer to the report names. The baseline report captions are the same as the report
names.

Report

Behavior and Usage

After displaying a prompt for an Entity Key, displays a summary of


Inspection Group
information related to the Grouping Element record with the specified
Excluded Sub Report
Entity Key.

Inspection Group
Report

After displaying a prompt for an Entity Key, displays a summary of


information related to the Asset Group record with the specified
Entity Key.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Task
In an RBI workflow, Inspection Task records can be created from or linked to RBI
Recommendation records, and they store information about inspections that you will
perform for locations or equipment that you analyze in RBI. The information in the table
reflects the baseline state and behavior of these fields. This list is not comprehensive.
Instead, this table lists only the fields whose behavior differs from the root Task family
fields because of rules that are defined specifically for Inspection Task records or for
Inspection Task records that are created from or linked to RBI Recommendation records.
Data
Type

Description

Behavior and Usage

Field

Asset ID

Desired
Interval

The Record ID of the


Equipment or
Functional Location
Character
record to which the
Inspection Task is
linked.

When you create an Inspection Task record


via an RBI workflow in Recommendation
Management, this field is populated
automatically by the Meridium APM system.

This field must contain a value. When you


Number The interval at which do not enter a value in this field manually,
the inspection should the Meridium APM system populates this
field automatically in Inspection Task
be performed.
records that are created from or linked to
certain RBI Recommendation records
depending upon various factors.

This field contains the value 0 (zero) in


Inspection Task records that are not linked to
at least one RBI Recommendation record.

This field is disabled when either of the


following fields is set to False:

Override Interval

Reoccurring
This is a disabled field that the Meridium
APM system populates automatically with
one of the following values that are stored in
the INSM (Inspection Interval Types)
System Code Table:

Desired
Interval
Basis

Character The source of the


value in the Desired
Interval field.

RBI Recommendation: Indicates that


the value in the Desired Interval field
is the most conservative (i.e., lowest)
Recommended Interval Scope value
in all the RBI Recommendation
records that are linked to the
Inspection Task record.
RBI Half Life: Indicates that the
value in the Desired Interval field is
the most conservative (i.e., lowest)
Estimated Half Life in all the
Criticality Int. Corr. Deg. Mech. Eval
records that are linked to the
Equipment record that is associated
with the Inspection Task.

Time-Based Inspection Settings:


Indicates that the value in the Desired
Interval field is the most conservative
(i.e., lowest) Interval value in all the
Time Based Inspection Interval
records whose Task Type value
corresponds to the Task Type value in
the Inspection Task record.

TM Half Life: Indicates that the


value in the Desired Interval field is
the TM half-life of the Equipment
record that is associated with the
Inspection Task record.

Desired
Interval
UOM

Last Date

The unit of measure


associated with the
Character
value in the Desired
Interval field.

Date

The most recent date


on which the task
represented by the
Inspection Task
record was
performed.

Undefined: Indicates that the value in


the Desired Interval field is 0 (zero)
or null.

User Defined: Indicates that the value


in the Desired Interval field was
entered manually.

By default, the value in this field is Months.

This field is disabled when the Reoccurring


check box is cleared (i.e., the Task record
represents a task that will be performed only
once). When this field is enabled, you can
clear the value in this field to define a Next
Date value, indicating that the task has not
been performed in the past but should be
performed at some point in the future.

The value in this field is set to 0 (i.e., zero)


by default when you create an Inspection
The maximum
Task record. When you define a Max
interval at which the Interval value, the Unconstrain Min/Max
Max Interval Number
task should be
Dates field is set automatically to False (i.e.,
completed.
the Unconstrain Min/Max Dates check box is
cleared), and the value that you define is
used to calculate the Max Date value.
The unit of measure
Max Interval
Character that is associated with By default, the value in this field is Months.
UOM
Max Interval value.
The value in this field is set to 0 (i.e., zero)
by default when you create an Inspection
The minimum
Task record. When you define a Min Interval
interval at which the value, the Unconstrain Min/Max Dates field
Min Interval Number
task should be
is set automatically to False (i.e., the
completed.
Unconstrain Min/Max Dates check box is
cleared), and the value that you define is
used to calculate the Min Date value.
Min Interval Character The unit of measure By default, the value in this field is Months.
UOM
that is associated with

Min Interval value.

Next Date

Date

By default, this field is disabled and


populated automatically based on the Last
The next date on
Date and Desired Interval values. You can
which the task should
clear the value in the Last Date field
be performed.
manually in order to modify the value in the
Next Date field.
When you create an Inspection Task record
via an RBI workflow, you will work with
this field via the Create WMI builder.
When the Override Interval field is set to
True:

Override
Interval

The Desired Interval field is enabled


Determines whether
(assuming that the Reoccurring field
or not you can modify
is also set to True).
the value in the
You can enter a value in the Desired
Desired Interval field
Interval field manually.
and whether or not
Logical the Meridium APM
The value in the Desired Interval
system will consider
other values when
Basis field is set to User Defined.
populating the
Desired Interval field When the Override Interval is set to False:
automatically.
The Desired Interval field is disabled.

If the Desired Interval field does not


contain a value, the Desired Interval
Basis field will contain the value
Undefined.
The value in this field is set to True by
Reoccurring Logical Indicates whether or default when you create an Inspection Task
record. If you set the value in this field to
not the task should
False (i.e., clear the Reoccurring check box),
occur on a regular
the following fields in the Inspection Task
schedule.
record will be updated automatically to
indicate that the task should occur only once:

Desired Interval
Desired Interval Basis

Last Date

Next Date

Override Interval
When you create an Inspection Task record
from an RBI Recommendation record or link
an RBI Recommendation record to an
existing Inspection Task record, this field is
populated automatically with the
Recommended Inspection Scope value in the
RBI Recommendation record.

Task Details Text

Task Type

If more than one RBI Recommendation


record is linked to the Inspection Task
record, this field will contain the
Recommended Inspection Scope value from
each RBI Recommendation record that is
linked to the Inspection Task record,
Details about the task
separated by a blank line.
that the Inspection
Task record
represents.

If you remove the link between the


Inspection Task record and an RBI
Recommendation record, the Task Details
value that is associated with that RBI
Recommendation record will be deleted
from this field. This does not apply to a
scenario is which an RBI Recommendation
record is archived. In this case, even though
the link is broken between the RBI
Recommendation record and its associated
Inspection Task records, the Task Details
value that is associated with the archived
RBI Recommendation record will not be
deleted from this field.
The list in this field contains the following
Character The type of task that values, depending upon whether or not the
the Inspection Task Generate Recommendation using Policy
Manager setting is enabled. When this
record represents.
setting is:

Enabled: The list contains all Task

Types records whose Reference field


contains the value Inspection
Strategy
(INSPECTION_STRATEGY).
Disabled: The list contains all Task
Types records whose Reference field
contains the value Inspection
(INSPECTION).
The value in this field is set to True by
default. When you set this value to False
(i.e., clear the Unconstrain Min/Max Dates
check box), the Min Date and Max Date
fields are populated automatically based on
the values in the following fields:

Indicates whether or
not the Min Date and
Unconstrain
Max Date fields will
Min/Max
Logical be populated
Dates
automatically by the
Meridium APM
system.

Last Date (when the Last Date field


is populated with a value).
-or-

Next Date (when the Last Date field


is cleared).
-and-

Min Interval (for the Min Date


calculation).
-or-

Max Interval (for the Max Date


calculation).

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Asset Group
Asset Group records store information about the Inspection Groups that you create for
RBI Components that meet certain criteria. The information in the table reflects the
baseline state and behavior of fields that exist in the Asset Group family.

Data
Type
Field

Corrosion
Type

Description

Behavior and Usage

When you create an Inspection Group, this


field is populated automatically with the
description of one of the following System
Codes stored in the
The type of
MI_GROUPING_CORR_TYPE (Grouping
corrosion to which
Corrosion Types) System Code Table:
the pieces of
Character
equipment that
CUI (Corrosion Under Insulation)
belong to the group
ICPC (Internal Corrosion)
are susceptible.
This field is always disabled on the Asset
Group datasheet and cannot be modified.

Creation
Date

Date

The date on which


This field is populated automatically when you
the associated
create an Inspection Group. This field is
Inspection Group
always disabled on the Asset Group datasheet.
was created.

Description

This field is populated automatically when you


A description of the create an Inspection Group. This field is
Character
Inspection Group. enabled only when the Asset Group record is in
the Proposed state.
When you create an Inspection Group, this
field is populated automatically with the
Grouping
description of one of the following System
Equipment
Codes stored in the
Type
MI_GROUPING_EQP_TYPE (Grouping
Equipment Types) System Code Table:
The type of
equipment that is
PIPING (Piping)
Character
associated with the
VESSELS (Vessels)
Inspection Group.

Name

Character The name of the


associated
Inspection Group.

TANKS (Tanks)

This field is always disabled on the Asset


Group datasheet.
When you create an Inspection Group, this
field is populated automatically with the
combination of the following Asset Group
record values: <Unit ~ Corrosion Type ~

Grouping Equipment Type ~ Risk Category>.


Note that for Asset Group fields that are
populated by System Code Tables, the System
Code ID is used in the value in the Name field,
while the System Code Description is used as
the value in other Asset Group fields.
For example, consider an Asset Group record
that contains the following values in the
following fields:

Unit: RBIT-UNITB
Corrosion Type: Corrosion Under
Insulation

Grouping Equipment Type: Vessels

Risk Category: High

The Name field in this Asset Group record


would contain the value RBITUNITB~CUI~VESSELS~HIGH.

Risk
Category
The level of risk
that is associated
with the pieces of
Character equipment that
belong to the
associated
Inspection Group.

This field is always disabled on the Asset


Group datasheet.
When you create an Inspection Group, this
field is populated automatically with the
description of one of the following System
Codes stored in the
MI_RBI_RISK_CATEGORY (RBI Risk
Category) System Code Table:

HIGH (High)
MEDIUM HIGH (Medium High)

MEDIUM (Medium)

LOW (Low)

This field is always disabled on the Asset


Group datasheet.

Unit

The Record ID of
the Functional
Location record that
This field is populated automatically when you
is linked to the
Character
create an Inspection Group. This field is
Asset Group record
always disabled on the Asset Group datasheet.
(i.e., associated with
the Inspection
Group).

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Grouping Element
Grouping Element records store information about the RBI Components included in an
Inspection Group. The information in the table reflects the baseline state and behavior of
fields that exist in the Grouping Element family. This list is not comprehensive.
Data
Type
Field

Description

Behavior and Usage

Analysis

When you create an Inspection


Group, this field is populated
Identifies the RBI
automatically with the value in the
Criticality Analysis record
Analysis ID field in the RBI
Number that is associated with the
Criticality Analysis record associated
RBI Component included
with the RBI Component. This field
in the Inspection Group.
is always disabled on the Grouping
Element datasheet.

Asset

When you create an Inspection


Group, this field is populated
Identifies the Equipment
automatically with the value in the
record that is associated
Equipment ID field in the Equipment
Number with the RBI Component
record associated with the RBI
included in the Inspection
Component. This field is always
Group.
disabled on the Grouping Element
datasheet.

Component

Number Identifies the RBI


Component (i.e., the

When you create an Inspection


Group, this field is populated

Criticality Calculator RBI


Components record) that
is included in the
Inspection Group.
Design
Pressure
The Design Pressure
associated with the RBI
Number
Component included in
the Inspection Group.

Design
Temperature

Exists In
Higher Risk
Category

automatically with the value in the


Component ID field in the Criticality
Calculator RBI Components record
associated with the Inspection Group.
This field is always disabled on the
Grouping Element datasheet.
When you create an Inspection
Group, this field is populated
automatically with the value in the
Design Pressure field in the RBI
Criticality Analysis record associated
with the RBI Component. This field
is always disabled on the Grouping
Element datasheet.

When you create an Inspection


Group, this field is populated
The Design Temperature automatically with the value in the
associated with the RBI Design Temperature field in the RBI
Number
Component included in Criticality Analysis record associated
the Inspection Group.
with the RBI Component. This field
is always disabled on the Grouping
Element datasheet.
This field is populated automatically
Logical Indicates whether or not when you create an Inspection Group.
the Equipment record that When this field is set to:
is associated with the RBI
Component included in
True: Indicates that the
the Inspection Group is
Equipment record is
associated with another
associated with another
Inspection Group that has
Inspection Group where the
a higher Risk Category.
Risk Category of an RBI
Component belonging to the
piece of equipment is higher
than the RBI Component
included in this Inspection
Group. The RBI Component
for which this Grouping
Element record was created
will not be identified as a
Representative RBI
Component for the Inspection
Group.

False: Indicates that the


Equipment record is not
associated with another
Inspection Group in which the
Risk Category of an RBI
Component belonging to the
piece of equipment is higher
than the RBI Component
included in this Inspection
Group. In this case, the RBI
Component can be selected as
a Representative RBI
Component.
When this field is set to:

Excluded from
Group

Indicates whether or not


the RBI Component will
Logical be excluded from the
associated Inspection
Group.

True: Indicates that the RBI


Component has been excluded
from the Inspection Group.
False: Indicates that the RBI
Component has not been
excluded from the Inspection
Group.

This field is enabled only when the


associated Asset Group record is in
the Proposed state.
Initial Wall
Thickness
The Initial Wall Tck
associated with the RBI
Number
Component included in
the Inspection Group.

Inspection
Priority

Number The Inspection Priority


(Unmitigated Risk)
associated with the RBI
Component included in
the Inspection Group.

When you create an Inspection


Group, this field is populated
automatically with the value in the
Initial Wall Tck field in the RBI
Criticality Analysis record associated
with the RBI Component. This field
is always disabled on the Grouping
Element datasheet.
When you create an Inspection
Group, this field is populated
automatically with the value in the
Inspection Priority (Unmitigated
Risk) field in the RBI Degradation
Mechanisms record that is related to
the RBI Criticality Analysis record
associated with the RBI Component.
This field is always disabled on the

Grouping Element datasheet.


Material Spec
The Material Spec
associated with the RBI
Character
Component included in
the Inspection Group.

When you create an Inspection


Group, this field is populated
automatically with the value in the
Material Spec field in the RBI
Criticality Analysis record associated
with the RBI Component. This field
is always disabled on the Grouping
Element datasheet.

The Operating Pressure


associated with the RBI
Number
Component included in
the Inspection Group.

When you create an Inspection


Group, this field is populated
automatically with the value in the
Operating Pressure field in the RBI
Criticality Analysis record associated
with the RBI Component. This field
is always disabled on the Grouping
Element datasheet.

Operating
Pressure

Operating
Temperature

When you create an Inspection


Group, this field is populated
The Operating
automatically with the value in the
Temperature associated
Operating Temperature field in the
Number with the RBI Component
RBI Criticality Analysis record
included in the Inspection
associated with the RBI Component.
Group.
This field is always disabled on the
Grouping Element datasheet.

Representative
Fluid

When you create an Inspection


Group, this field is populated
The Representative Fluid automatically with the value in the
associated with the RBI Representative Fluid field in the RBI
Character
Component included in Criticality Analysis record associated
the Inspection Group.
with the RBI Component. This field
is always disabled on the Grouping
Element datasheet.
When this field is set to:
Logical Indicates whether or not
the RBI Component
True: Indicates that the
should be inspected.
associated equipment item
should be inspected.
False: Indicates that the
associated equipment item

Selected for
Inspection

should not be inspected.


This field is enabled only when the
associated Asset Group record is in
the Proposed state.
When this field is set to:
System
Selected

Indicates whether an RBI


Component was selected
Logical for inspection by the
Meridium APM system or
a user.

True: Indicates that the


associated equipment item
was selected for inspection
automatically by the
Meridium APM system.
False: Indicates that the
associated equipment item
was selected for inspection
manually by a user.

This field does not appear on the


Grouping Element datasheet.
Thinning Type
The Thinning Type
associated with the RBI
Character
Component included in
the Inspection Group.

Wall Ratio

When you create an Inspection


Group, this field is populated
automatically with the value in the
Thinning Type field in the RBI
Degradation Mechanisms record that
is related to the RBI Criticality
Analysis record that is associated
with the RBI Component. This field
does not appear on the Grouping
Element datasheet.

When you create an Inspection


Group, this field is populated
The Wall Ratio associated automatically with the value in the
with the RBI Component Wall Ratio field in the RBI
Number
included in the Inspection Degradation Mechanism Evaluation
Group.
record associated with the RBI
Component. The field is disabled on
the Grouping Element datasheet.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Strategy Mapping Configuration


RBI Strategy Mapping Configuration records define the Policy records that are used to
generate RBI Recommendation records automatically from RBI Analyses. The
information in the table reflects the baseline state and behavior of fields that exist in the
RBI Strategy Mapping Configuration family.
Data
Type
Field

Description

Degradation
Mechanism

Behavior and Usage

The value in the Degradation


Mechanism field in the RBI
Degradation Mechanisms record that
Character is linked to the RBI Criticality
Analysis record for which you are
generating RBI Recommendation
records.

This field is populated by


default in each RBI Strategy
Mapping Configuration
record that is delivered to
the baseline Meridium APM
database.

The Record ID of the Policy record


Character that will be used to generate an RBI
Recommendation record.

This field is populated by


default in each RBI Strategy
Mapping Configuration
record that is delivered to
the baseline Meridium APM
database.

Policy Name

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Strategy Mapping Details


RBI Strategy Mapping Details records define the Policy record Input nodes that are used
to generate RBI Recommendation records automatically from RBI Analyses. The
information in the table reflects the baseline state and behavior of fields that exist in the
RBI Strategy Mapping Details family.
Data
Type
Field

Description

Behavior and Usage

Policy
Input
Node
Name

The ID of the Input node in the Policy


record that is defined by the RBI
Character Strategy Mapping Configuration
record to which the RBI Strategy
Mapping Details record is linked.

This field is populated by


default in each RBI Strategy
Mapping Details record that
is delivered to the baseline
Meridium APM database.

Source
Family

This field is populated by


The family of the source record, whose default in each RBI Strategy
Character values are used to determine the output Mapping Details record that
of the Input node.
is delivered to the baseline
Meridium APM database.

Source
Field

This field is populated by


default in each RBI Strategy
The field whose source value is used to
Character
Mapping Details record that
determine the output of the Input node.
is delivered to the baseline
Meridium APM database.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Meridium Reference Table


Records Used in RBI
Various Meridium Reference Table records are used in RBI. Inspection Strategy records
are delivered in the baseline database, but the other types of records must be created
manually or imported. The following table lists the Meridium Reference Table records
that are used in RBI, how they are used, and notes about creating or importing these
records. This section of the documentation provides details on each of these records.

Meridium
Reference Table
record
Inspection Strategies
Piping Stress

Use

Notes

Inspection Strategies records are


delivered in the baseline database.
Determine Allowable Stress You must create Piping Stress records
in RBI Criticality Analysis
manually using values from industry
records
standards.

PV Stress

Determine Allowable Stress


Meridium, Inc. provides PV Stress
in RBI Criticality Analysis
records that you can import.
records

Tank Stress

Determine Allowable Stress


Meridium, Inc. provides Tank Stress
in RBI Criticality Analysis
records that you can import.
records

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Piping Stress
Records in the Piping Stress family make up the Piping Stress reference table, which the
Meridium APM system uses to locate the appropriate Allowable Stress value for RBI
Criticality Analysis records that are linked to Criticality Calculator RBI Components
records whose Stress Lookup Table field contains the value Piping.
The following table provides a list and description of the fields that exist in the Piping
Stress family that are used to determine the Allowable Stress value in the RBI Criticality
Analysis record. Three additional fields, Material Type, Minimum Tensile Strength, and
Minimum Tensile Yield exist in the Piping Stress family, but they are not used to
determine the Allowable Stress value. The information in the table reflects the baseline
state and behavior of these fields.
Data
Type

Description

Behavior and Usage

Field

Allowable
Stress

Number The maximum


amount of pressure
that can safely be
withstood by a
component.

This value in this field, in addition to the


following other Piping Stress fields, is used
to determine the value that is populated in
the Allowable Stress field in the associated
RBI Criticality Analysis record:

Code Year
Construction Code

Design Temperature

Material Grade

Material Spec

Stress Lookup Table


The value in this field is used to populate the
Code Year field in the associated RBI
Criticality Analysis record.

Code Year

This field must contain a value in order for


The year in which
the Meridium APM system to retrieve:
the design code that
Character corresponds to the
The value in the Allowable Stress
component was
field in the Piping Stress record from
defined.
the Piping Stress reference table.
Values in the Material Spec list in the
Piping Stress record.
The value in this field is used to populate the
Construction Code field in the associated
RBI Criticality Analysis record.

The design code


This field must contain a value in order for
Design Code Character associated with the
the Meridium APM system to retrieve the
component.
value in the Allowable Stress field in the
Piping Stress record from the Piping Stress
Reference table.
The value in this field is used to populate the
Material Grade field in the associated RBI
Criticality Analysis record.
Material
Grade

This field must contain a value in order for


the Meridium APM system to retrieve the
value in the Allowable Stress field in the
Piping Stress record from the Piping Stress
Reference table.
The value in this field is used to populate the
Material Spec field in the associated RBI
Material
Character The material
Specification
specification of the Criticality Analysis record.
component.
This field must contain a value in order for
the Meridium APM system to retrieve:
Character

The material grade


of the component.

The value in the Allowable Stress


field in the Piping Stress record from
the Piping Stress reference table.

Values in the Material Grade list in

the Piping Stress record.


The value in this field is used to populate the
Design Temperature field in the associated
RBI Criticality Analysis record.
The temperature of
Metal
the metal of which This field must contain a value in order for
Number
Temperature
the component is
the Meridium APM system to retrieve the
made.
value in the Allowable Stress field in the
Piping Stress record from the Piping Stress
reference table.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

PV Stress
Records in the PV Stress family make up the PV Stress reference table, which the
Meridium APM system uses to locate the appropriate Allowable Stress value for RBI
Criticality Analysis records that are linked to Criticality Calculator RBI Components
records whose Stress Lookup Table field contains the value Pressure Vessel.
The following table provides a list and description of the fields that exist in the PV Stress
family that are used to determine Allowable Stress in RBI. Three additional fields,
Material Type, Minimum Tensile Strength, and Minimum Tensile Yield exist in the
Piping Stress family, but they are not used to determine the Allowable Stress value. The
information in the table reflects the baseline state and behavior of these fields. The
information in the table reflects the baseline state and behavior of these fields.
Data Type
Description
Field

Allowable
Stress

Behavior and Usage

Corresponding
RBI Criticality
Analysis field
Number

The maximum
amount of
pressure that can
safely be
withstood by a
component.

This value in this field, in addition to


the following other PV Stress fields, is
used to determine the value that is
populated in the Allowable Stress field
in the associated RBI Criticality
Analysis record:

Code Year

Construction Code

Design Temperature

Material Grade

Material Spec

Stress Lookup Table


The value in this field is used to
populate the Code Year field in the
associated RBI Criticality Analysis
record.

Code Year

Character

This field must contain a value in order


The year in which for the Meridium APM system to
the design code retrieve:
that corresponds
The value in the Allowable
to the component
was defined.
Stress field in the PV Stress
record from the PV Stress
reference table.
Values in the Material Spec list
in the PV Stress record.
The value in this field is used to
populate the Construction Code field in
the associated RBI Criticality Analysis
record.

Design Code Character

Material
Grade

Character

The design code


associated with
the component.

This field must contain a value in order


for the Meridium APM system to
retrieve the value in the Allowable
Stress field in the PV Stress record
from the PV Stress Reference table.
The value in this field is used to
populate the Material Grade field in the
associated RBI Criticality Analysis
record.

The material grade


This field must contain a value in order
of the component.
for the Meridium APM system to
retrieve the value in the Allowable
Stress field in the PV Stress record
from the PV Stress Reference table.

The value in this field is used to


populate the Material Spec field in the
associated RBI Criticality Analysis
record.

Material
Character
Specification

The material
specification of
the component.

This field must contain a value in order


for the Meridium APM system to
retrieve:

The value in the Allowable


Stress field in the PV Stress
record from the PV Stress
reference table.

Values in the Material Grade


list in the PV Stress record.
The value in this field is used to
populate the Design Temperature field
in the associated RBI Criticality
Analysis record.

Metal
Number
Temperature

Minimum
Tensile
Strength
Minimum
Yield
Strength

The temperature
of the metal of
which the
component is
made.

This field must contain a value in order


for the Meridium APM system to
retrieve the value in the Allowable
Stress field in the PV Stress record
from the PV Stress reference table.

Number

The value in this field is not used by


the PV Stress reference table to
determine the value in the Allowable
Stress field in the PV Stress record.

Number

The value in this field is not used by


the PV Stress reference table to
determine the value in the Allowable
Stress field in the PV Stress record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Tank Stress
Records in the Tank Stress family make up the Tank Stress reference table, which the
Meridium APM system uses to locate the appropriate Allowable Stress value for RBI

Criticality Analysis records that are linked to Criticality Calculator RBI Components
records whose Stress Lookup Table field contains the value Tank.
The following table provides a list and description of the fields that exist in the Tank
Stress family that are used to determine the Allowable Stress value in the RBI Criticality
Analysis record. Three additional fields, Material Type, Minimum Tensile Strength, and
Minimum Tensile Yield exist in the Piping Stress family, but they are not used to
determine the Allowable Stress value. The information in the table reflects the baseline
state and behavior of these fields.
Data Type
Description
Field

Behavior and Usage

Corresponding
RBI Criticality
Analysis field
This value in this field, in addition to
the following other Tank Stress fields,
is used to determine the value that is
populated in the Allowable Stress field
in the associated RBI Criticality
Analysis record:

Allowable
Stress

Number

The maximum
amount of
pressure that can
safely be
withstood by a
component.

Code Year
Construction Code

Design Temperature

Material Grade

Material Spec

Stress Lookup Table


The value in this field is used to
The year in which populate the Code Year field in the
the design code associated RBI Criticality Analysis
that corresponds record.
to the component
was defined.
This field must contain a value in order
for the Meridium APM system to
retrieve:

Code Year

Character

The value in the Allowable


Stress field in the Tank Stress
record from the Tank Stress
reference table.

Values in the Material Spec list


in the Tank Stress record.
The value in this field is used to
populate the Construction Code field in
the associated RBI Criticality Analysis
record.

Design Code Character

Material
Grade

Character

Material
Character
Specification

The design code


associated with
the component.

This field must contain a value in order


for the Meridium APM system to
retrieve the value in the Allowable
Stress field in the Tank Stress record
from Tank Stress Reference table.
The value in this field is used to
populate the Material Grade field in the
associated RBI Criticality Analysis
record.

The material grade


This field must contain a value in order
of the component.
for the Meridium APM system to
retrieve the value in the Allowable
Stress field in the Tank Stress record
from the Tank Stress Reference table.
The value in this field is used to
populate the Material Spec field in the
associated RBI Criticality Analysis
record.

The material
specification of
the component.

This field must contain a value in order


for the Meridium APM system to
retrieve:

The value in the Allowable


Stress field in the Tank Stress
record from the Tank Stress
reference table.

Values in the Material Grade


list in the Tank Stress record.
The value in this field is used to
populate the Design Temperature field
in the associated RBI Criticality
Analysis record.

Metal
Number
Temperature

The temperature
of the metal of
which the
component is
made.

This field must contain a value in order


for the Meridium APM system to

retrieve the value in the Allowable


Stress field in the Tank Stress record
from the Tank Stress reference table.
Minimum
Tensile
Strength
Minimum
Yield
Strength

Number

The value in this field is not used by


the Tank Stress reference table to
determine the value in the Allowable
Stress field in the Tank Stress record.

Number

The value in this field is not used by


the Tank Stress reference table to
determine the value in the Allowable
Stress field in the Tank Stress record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About RBI Recommendation Reference


Information
This section of the documentation provides information related to the automatic
generation of RBI Recommendation records using Policy and Inspection Strategy
records. Specifically, this section of the documentation provides information on:

The RBI values that are used to select the appropriate Policy record.
The RBI values that are used as inputs to Policy Record logic.

The Inspection Strategy values that are mapped to RBI Recommendation


Records.

This section of the documentation assumes that the following settings are enabled on the
Administrative Tasks page:

Recommendation Creation Enabled


Generate Recommendations using Policy Manager

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Values Used to Select Policy


Records
When RBI Recommendation Records are Generated
from RBI Analyses
The following table lists the criteria used by RBI Strategy Mapping Groups to determine
the Policy record that the Meridium APM system will use to select the Inspection
Strategy record to populate the RBI Recommendation record. Specifically:

The first column represents values that are stored in source RBI Degradation
Mechanisms records and mapped to RBI Strategy Mapping Configuration
records.
The second column represents values that are stored in source RBI Criticality
Analysis records and satisfy the criteria defined in queries that are stored in the
Catalog location \\Public\Meridium\Modules\Risk Based
Inspection\Queries\Policy Queries.

The third column represents values that are stored in RBI Strategy Mapping
Configuration records.

The fourth column represents values that are stored in the specified source records
and whose field and family IDs are mapped to RBI Strategy Mapping Details
records. (See the topic about RBI values that are used as inputs to Policy record
logic for more information.)

Note: The Meridium APM RBI Best Practice assumes that you will use the RBI Strategy
Mapping Configuration records, RBI Strategy Mapping Details records, and policy
queries that Meridium, Inc. provides and that you will not modify them.
...this Policy
record will be
Additional fields that
If the RBI Strategy
used by the
...and the associated
must contain a value
Mapping Configuration
Meridium APM
policy query specifies
for the Policy record to
record specifies this
system (as
this Criticality Item
be used to generate
Degradation
specified in the
Type value:
RBI Recommendation
Mechanism value:
associated RBI
records
Strategy Mapping
Details record):

Any value except:

Criticality Calculator
Internal Corrosion

Air Cooled
ExchangerHeader
Air Cooled
Exchanger-Tbs

Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

General
Corrosion field
in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

Non-Intrusive
Requirement
Met field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record

Storage Tank
Bottom

Heat
ExchangerBundle

Any value
associated with
a pipe1

Any value
associated with
a pressure
relief device2

Note: Values
associated with
pressure relief devices
are not excluded by
the associated policy
query. Instead, these
criticality item types
are not valid for an
RBI Analysis whose
degradation
mechanism is
Criticality Calculator
Internal Corrosion.

Appendix_B

Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

General
Corrosion field
in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

Non-Intrusive
Requirement
Met field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record

Any of the following


values:

Criticality Calculator
Internal Corrosion

Air Cooled
ExchangerHeader

Appendix_D

Air Cooled
Exchanger-Tbs

Criticality Calculator
Internal Corrosion

Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

General
Corrosion field
in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Insulated field
in the
associated RBI
Criticality
Analysis record

Any value associated


Appendix_E
with a pipe1

Any value except:


Criticality Calculator
External Corrosion

Appendix_F

Storage Tank
Bottom
Heat
ExchangerBundle

Insulation
Damage field in
the associated
Criticality Ext.
Corr. Deg.
Mech. Eval.
record

Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.

Any value
associated with
a pressure
relief device2

Note: Values
associated with
pressure relief devices
are not excluded by
the associated policy
query. Instead, these
criticality item types

record

Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record

Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

Damage
Mechanism
field in the
associated
Criticality Env.
Crack. Deg.
Mech. Eval.
record

Damaged At
Last Inspection
field in the
associated
Criticality Env.
Crack. Deg.
Mech. Eval.
record

Is Entry
Possible field in
the associated
Criticality Env.

are not valid for an


RBI Analysis whose
degradation
mechanism is
Criticality Calculator
External Corrosion.

Any of the following


values:

Any value except:


Appendix_G

Amine Cracking
(ASCC)
Carbonate
Cracking

Caustic
Cracking

Chloride Stress
Corrosion
Cracking (CI
SCC)

Hydrogen Stress
Cracking (HSC)
- Hydrofluoric
Acid

Polythionic Acid
SCC (PTA)

Sulfide Stress
Cracking (SSC)

Wet H2S
(Blistering,
SOHIC, SCC)

Air Cooled
ExchangerHeader
Air Cooled
Exchanger-Tbs
Heat
ExchangerBundle

Crack. Deg.
Mech. Eval.
record

Any of the following


values:

PT or MT
Access field in
the associated
Criticality Env.
Crack. Deg.
Mech. Eval.
record

Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record
Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

Heat ExchangerBundle

Appendix_H

Amine Cracking
(ASCC)
Carbonate
Cracking

Caustic
Cracking

Chloride Stress
Corrosion
Cracking (CI
SCC)

Hydrogen Stress
Cracking (HSC)
- Hydrofluoric
Acid

Polythionic Acid
SCC (PTA)

Sulfide Stress

Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record

Cracking (SSC)

Wet H2S
(Blistering,
SOHIC, SCC)

Criticality
Calculator
Internal
Corrosion

Criticality
Calculator
External
Corrosion

Any of the following


values:

Estimated Half
Life field in the
associated
Criticality Int.
Corr. Deg.
Mech. Eval.
record

Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record

Storage Tank Bottom Appendix_I

Amine Cracking
(ASCC)
Carbonate
Cracking

Caustic
Cracking

Chloride Stress
Corrosion
Cracking (CI
SCC)

Hydrogen Stress
Cracking (HSC)
- Hydrofluoric
Acid

Polythionic Acid
SCC (PTA)

Sulfide Stress

Cracking (SSC)

Wet H2S
(Blistering,
SOHIC, SCC)

Criticality
Calculator
Internal
Corrosion

Criticality
Calculator
External
Corrosion

Any of the following


values:

Blocked
Discharge
Blocked
Discharge Admin Control

Control Valve
Failure (Fail
Opposite)

Control Valve
Failure (Fail
Safe)

Electrical Power
Failure

Exchanger Tube
Rupture

Fire

Liquid Overfill

Liquid Overfill -

Any value associated PRD_Strategies


with a pressure relief
device2

Inspection
Priority
(Unmitigated
Risk) field in
the associated
RBI
Degradation
Mechanisms
record

Admin Control

Loss of Cooling

Runaway
Reaction

Thermal Relief

Thermal Relief Admin Control

Tower Pump
Failures

Leak

1.
Any Criticality Item Type value associated with a pipe includes any of the
following values: 1/2" Pipe, 3/4" Pipe, 1" Pipe, 1.25" Pipe, 1.5" Pipe, 2" Pipe, 2.5" Pipe,
3" Pipe, 4" Pipe, 5" Pipe, 6" Pipe, 8" Pipe, 10" Pipe, 12" Pipe, 14" Pipe, 16" Pipe, 18"
Pipe, 20" Pipe, 24" Pipe, 26" Pipe, 28" Pipe, 30" Pipe, 32" Pipe, 34" Pipe, 36" Pipe, 40"
Pipe, 42" Pipe, 48" Pipe, 54" Pipe, 56" Pipe, 60" Pipe, 90" Pipe, or102" Pipe.
2.
Any Criticality Item Type value associated with a pressure relief device includes
any of the following values: Conventional PRD, Balanced Bellows PRD, Pilot-Operated
PRD, PRD with Rupture Disk, and Rupture Disk Only.

When RBI Recommendation Records are Generated


from Inspection Groups
The following table lists values that are used to determine the Policy record that the
Meridium APM system will use to select the Inspection Strategy record in the case of
RBI Recommendation records that are created from Inspection Groups. In this case, the
values displayed in the table are not stored outside the source records.

For an Inspection
Group whose
Corrosion Type
is:

...this Policy record


is selected by the
Notes
Meridium APM
system:

Corrosion Under
Insulation

For this Policy record to be selected, the RBI


Component associated with the RBI
CUI Insp Grouping
Recommendation record created from the
Policy
Inspection Group must be defined as a
Represented RBI Component.

For this Policy record to be selected, the RBI


Internal Corrosion Component associated with the RBI
Internal Corrosion Insp Grouping
Recommendation record created from the
Policy
Inspection Group must be defined as a
Represented RBI Component.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

RBI Values Used as Inputs to Policy


Record Logic
The following table lists the fields in RBI records that are used as inputs to Policy record
logic that determines the Inspection Strategy record that populates the RBI
Recommendation record. Additionally, the table lists the corresponding Input node for
each field whose value is used in the policy. The values displayed in the table are stored
in RBI Strategy Mapping Details records, which facilitate the mapping of values from
these source locations to the Policy record used to select the Inspection Strategy record.

Family

Corresponding Input
Node

Criticality Item Type

RBI Criticality Analysis

Component Type

Estimated Half Life

Criticality Int. Corr. Deg.


Mech. Eval.

Half-Life

Field
Appendix_B

General Corrosion

Criticality Int. Corr. Deg.


Mech. Eval.

General Corrosion

Inspection Priority (Unmitigated Risk)

RBI Degradation
Mechanisms

Inspection Priority

Non-Intrusive Requirement Met

Criticality Int. Corr. Deg.


Mech. Eval.

Non Intrusive Req


met

Criticality Item Type

RBI Criticality Analysis

Component Type

Estimated Half Life

Criticality Int. Corr. Deg.


Mech. Eval.

Half-Life

General Corrosion

Criticality Int. Corr. Deg.


Mech. Eval.

General Corrosion

Inspection Priority (Unmitigated Risk)

RBI Degradation
Mechanisms

Inspection Priority

Non-Intrusive Requirement Met

Criticality Int. Corr. Deg.


Mech. Eval.

Non Intrusive Req


met

Criticality Item Type

RBI Criticality Analysis

Component Type

Estimated Half Life

Criticality Int. Corr. Deg.


Mech. Eval.

Half-Life

General Corrosion

Criticality Int. Corr. Deg.


Mech. Eval.

General Corrosion

Inspection Priority (Unmitigated Risk)

RBI Degradation
Mechanisms

Inspection Priority

Criticality Item Type

RBI Criticality Analysis

Component Type

Estimated Half Life

Criticality Ext. Corr. Deg. Half-Life

Appendix_D

Appendix_E

Appendix_F

Mech. Eval.
Inspection Priority (Unmitigated Risk)

RBI Degradation
Mechanisms

Inspection Priority

Insulated

RBI Criticality Analysis

Insulated

Insulation Damage

Criticality Ext. Corr. Deg.


Insulation Damage
Mech. Eval.

Appendix_G
Criticality Item Type

RBI Criticality Analysis

Component Type

Damaged At Last Inspection

Criticality Env. Crack.


Deg. Mech. Eval.

Evidence of
Cracking

Damage Mechanism

Criticality Env. Crack.


Deg. Mech. Eval.

Internal Inspection

Estimated Half Life

Criticality Int. Corr. Deg.


Mech. Eval.

Half-Life

Inspection Priority (Unmitigated Risk) RBI Degradation


Mechanisms

Inspection Priority

Is Entry Possible

Criticality Env. Crack.


Deg. Mech. Eval.

Is Entry Possible

PT or MT Access

Criticality Env. Crack.


Deg. Mech. Eval.

PT or MT Access

Criticality Item Type

RBI Criticality Analysis

Component Type

Estimated Half Life

Criticality Int. Corr. Deg.


Mech. Eval.

Half-Life

Appendix_H

Inspection Priority (Unmitigated Risk) RBI Degradation


Mechanisms
Appendix_I

Inspection Priority

Criticality Item Type

RBI Criticality Analysis

Component Type

Estimated Half Life

Criticality Int. Corr. Deg.


Mech. Eval.

Half-Life

Inspection Priority (Unmitigated Risk) RBI Degradation


Mechanisms

Inspection Priority

PRD_Strategies
Criticality Item Type

RBI Criticality Analysis

Component Type

Family ID of the Criticality Calculator Criticality Calculator PRD


Rupture Disk
PRD Components family
Components
Inspection Priority (Unmitigated Risk) RBI Degradation
Mechanisms

Inspection Priority

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Values Mapped to RBI


Recommendation Records
When you generate RBI Recommendations automatically, various fields in RBI
Recommendation records are populated automatically by the Meridium APM system with
values from:

The RBI Criticality Analysis record to which the RBI Recommendation record is
linked. This can be an RBI Criticality Analysis record or an RBI PRD Criticality
Analysis record. Throughout the documentation, this record is referred to as the
associated RBI Criticality Analysis record.
The Criticality Calculator RBI Components record that is linked to the associated
RBI Criticality Analysis or RBI PRD Criticality Analysis record. Throughout the
documentation, this record is referred to as the associated Criticality Calculator
RBI Components record.
The Equipment record that is linked to the associated Criticality Calculator RBI
Components record.

The RBI Degradation Mechanism record that is linked to the associated RBI
Criticality Analysis record.

The Inspection Strategy record that was used to generate the RBI
Recommendation record.

Additionally, some RBI Recommendation records may be populated with values


from Criticality Int. Corr. Deg. Mech. Eval. records that are linked to the associated RBI
Criticality Analysis record.
The following table lists the RBI Recommendation fields that are populated
automatically from these sources.
Note: Some of the fields that are listed in the table are not available on any of the
datasheets that are configured for the RBI Recommendation family.

This RBI
Recommendation ...is populated with:
field:

...from this source:

Analysis ID

The value in the Analysis ID field.

The associated RBI


Criticality Analysis record

Author Name

The last and first name of the Security


User who created the RBI
Recommendation record.

The Security User who


initiated the generation of
the RBI Recommendation
record.

The RBI Degradation


Mechanism record that is
The value in the Degradation Mechanism
Damage Mechanism
linked to the associated
field.
RBI Criticality Analysis
record.
Functional Location
The value in the Equipment ID field.
ID

The associated RBI


Criticality Analysis record

Originating
Reference

The Record ID

The associated RBI


Criticality Analysis record

RBI Component

The value in the Component Description


field.

The associated Criticality


Calculator RBI
Components record

Recommendation
Basis

The value in the Inspection Strategy


Description field.

The Inspection Strategy


record that generated the
RBI Recommendation
record.

The value RBI- <Criticality Calculator


RBI Components Record ID>-<Damage
Mechanism> where:

<Criticality Calculator RBI


Components Record ID> is the
Record ID of the associated
Criticality Calculator RBI
Components record.

<Damage Mechanism> is the value


in the Damage Mechanism field in
the RBI Recommendation record. The associated Criticality
Calculator RBI
For example, given the following values: Components record

Recommendation
Headline

Criticality Calculator RBI


Components Record ID = Storage
Tank

Damage Mechanism = Brittle


Fracture

The Recommendation Headline would be:


RBI- Storage Tank- Brittle Fracture
Recommended
Inspection Scope

The Inspection Strategy


The value in the Recommended Inspection record that generated the
Scope field.
RBI Recommendation
record.

One of the following values, depending


upon the following scenarios:

When the Use Calculated Data


field in the Inspection Strategy
record that generated the RBI
Recommendation record is set to:

Recommended
Interval Scope

One of the following


False, the value in the
Recommended Inspection records:
Interval field in the
Inspection
Inspection Strategy record.
Strategy
Criticality Int.
True, the value in the
Corr. Deg. Mech.
Estimated Half Life field in
Eval.
the Criticality Int. Corr.
Deg. Mech. Eval. record
RBI PRD
that is linked to the
Criticality
associated RBI Criticality
Analysis
Analysis record.

For all RBI Recommendation


records associated with RBI PRD
Criticality Analysis records, the
value in the Recommended
Inspection Interval field in the
associated RBI PRD Criticality
Analysis record.

Status

The value Created

The Meridium APM rules

Task Type

The value in the Inspection Task Type


field.

The Inspection Strategy


record that generated the
RBI Recommendation
record.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Inspection Group Criteria


In order for RBI Components to be included in an Inspection Group, in addition to having
the same unit, Equipment Type, Corrosion Type, and Risk Category, the RBI
Components must meet additional criteria that the Meridium APM system uses to

determine which RBI Components will be grouped together in a given Inspection Group.
The set of criteria that the Meridium APM system uses will vary based on how an RBI
Component has been categorized based on its unit, Equipment Type, Corrosion Type, and
Risk Category. For instance, an RBI Component whose Equipment Type is Piping must
meet slightly different criteria than an RBI Component whose Equipment Type is Vessels.
This is true, however, only for Inspection Groups whose Corrosion Type is Internal
Corrosion.
Finally, the Meridium APM system uses another set of criteria to identify Representative
RBI Components.
This section of the documentation provides information on the additional criteria that are
used by the Meridium APM system when generating Inspection Groups and identifying
Representative RBI Components. This content is organized according to Corrosion Type
since it plays the most significant role in determining the additional criteria that the
system uses in these processes.
Specifically, this documentation is organized to describe how the Meridium APM system:

Selects RBI Components for Inspection Groups based on the following Corrosion
Types:
Corrosion Under Insulation

Internal Corrosion

Identifies Representative RBI Components.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group Criteria - Corrosion


Under Insulation
The following table lists the fields in certain records that must contain certain values in
order for an RBI Component whose Corrosion Type is Corrosion Under Insulation to be
included in an Inspection Group. The records listed in the table are assumed to be related
to the same Criticality Calculator RBI Components record (i.e., they belong to the same
RBI Analysis). When these records meet all the criteria listed in the table, the related RBI
Component is included in an Inspection Group with other RBI Components that meet the
same criteria, and a new Grouping Element record is created to represent the RBI
Component.

Note that the criteria listed in this table are required of all Equipment Types and Risk
Categories (for which Inspection Groups may be created) assuming that the Corrosion
Type associated with the RBI Component is Corrosion Under Insulation.

Record

Field

Required Value Notes

A value that is
greater than or
RBI Criticality Operating
equal to 0 (zero), None
Analysis
Temperature
but less than or
equal to 350
RBI Criticality Risk
Analysis
Category

RBI
Degradation
Mechanisms

RBI
Degradation
Mechanism
Evaluation

Any value

A value in this field indicates that the RBI


Analysis has been calculated.

Criticality
Degradation Calculator
Mechanism External
Corrosion

More than one RBI Degradation


Mechanisms record can be associated with
the Criticality Calculator RBI Components
record being evaluated for an Inspection
Group, but for the RBI Component to be
included in the Inspection Group, the
Record ID of the additional RBI
Degradation Mechanisms record must be
Criticality Calculator Internal Corrosion.

Criticality
Calculator
External
Corrosion

More than one RBI Degradation


Mechanisms record can be associated with
the Criticality Calculator RBI Components
record being evaluated for an Inspection
Group, but for the RBI Component to be
included in the Inspection Group, the
Record ID of the additional RBI
Degradation Mechanisms record must be
Criticality Calculator Internal Corrosion.

Damage
Mechanism

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Inspection Group Criteria - Internal


Corrosion

The following table lists the fields in certain records that must contain certain values in
order for an RBI Component whose Corrosion Type is Internal Corrosion to be included
in an Inspection Group. The records listed in the table are assumed to be related to the
same Criticality Calculator RBI Components record (i.e., they belong to the same RBI
Analysis). When these records meet all the criteria listed in the table (with a few noted
exceptions based on Equipment Type), the related RBI Component is included in an
Inspection Group with other RBI Components that meet the same criteria, and a new
Grouping Element record is created to represent the RBI Component.

Record

Field

Required Value

Criticality
Calculator
Injection Point
No
RBI
Circuit
Components

Notes
This condition applies only to
RBI Components whose
Equipment Type is Piping.

RBI
Criticality
Analysis

Any value, as long as at


least one additional RBI
Criticality Analysis record
Material Spec contains the same value and
meets all other criteria to be
included in the same
Inspection Group

RBI
Criticality
Analysis

Operating
Temperature

RBI
Criticality
Analysis

Any value, as long as at


least one additional RBI
Criticality Analysis record
Representative
contains the same value and
Fluid
meets all other criteria to be
included in the same
Inspection Group

This condition applies only to


RBI Components whose
Equipment Type is Vessels or
Tanks and Tank Bottoms.

RBI
Criticality
Analysis

Risk Category Any value

A value in this field indicates


that the RBI Analysis has been
calculated.

RBI
Degradation
Degradation Mechanism
Mechanisms

This condition applies only to


RBI Components whose
Equipment Type is Vessels or
Tanks and Tank Bottoms.

A value that is greater than


or equal to 0 (zero), but less None
than or equal to 350

Criticality Calculator
Internal Corrosion

More than one RBI


Degradation Mechanisms
record can be associated with
the Criticality Calculator RBI

Components record being


evaluated for an Inspection
Group, but for the RBI
Component to be included in
the Inspection Group, the
Record ID of the additional
RBI Degradation Mechanisms
record must be Criticality
Calculator External Corrosion.

RBI
Degradation Damage
Mechanism Mechanism
Evaluation

Criticality Calculator
Internal Corrosion

More than one RBI


Degradation Mechanisms
record can be associated with
the Criticality Calculator RBI
Components record being
evaluated for an Inspection
Group, but for the RBI
Component to be included in
the Inspection Group, the
Record ID of the additional
RBI Degradation Mechanisms
record must be Criticality
Calculator External Corrosion.

One of the following values,


depending upon the
Equipment Type that is
associated with the RBI
Component:
RBI
Degradation
Thinning Type
Mechanism
Evaluation

General, if the
Equipment Type is
either Vessels or
Tanks and Tank
Bottoms.
General, Localized,
or Pitting, if the
Equipment Type is
Piping.

None

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Representative RBI Component


Criteria
When an Inspection Group is created, the Meridium APM system selects Representative
and Represented RBI Components automatically by analyzing and comparing certain
values that are associated with the RBI Components that the system selected for the
Inspection Group. In particular, the Meridium APM system analyzes values in the records
listed in the following table when selecting Representative and Represented RBI
Components. These values exist in various records that are associated with the RBI
Components in an Inspection Group, and those records are listed in the left column in the
following table. Because these values are also mapped to an Asset Group or Inspection
Grouping record when an Inspection Group is created, the record to which the associated
value is mapped is shown in the right column in this table.

Source Record

Inspection Group
Record

N/A

Asset Group

Criticality Degradation
Mech Evaluation

Grouping Element

RBI Criticality Analysis

Grouping Element

RBI Degradation
Mechanisms

Grouping Element

Note: Throughout this documentation, we refer to these values as they exist in the Asset
Group or Grouping Element record.
Which values are evaluated, and how they are used, depends primarily on the Corrosion
Type that is associated with the Inspection Group. This section of the documentation,
therefore, describes the criteria that are used in the process of selecting Representative
RBI Components when the Corrosion Type for an Inspection Group is either of the
following types:

Corrosion Under Insulation


Internal Corrosion

The Meridium APM system uses the following workflow to identify Representative RBI
Components for Inspection Groups whose Corrosion Type is Corrosion Under Insulation:
1. Set the value in the Selected for Inspection field to True. To do so:
1. Determine the number of selections for inspection (i.e., the number of
Grouping Element records whose Selected for Inspection field will contain
the value True).
2. Rank the Grouping Element records to determine the inspection priority
for each piece of equipment in relationship to the others in the Inspection
Group.
2. Define the Represents Inspections relationship between Grouping Element
records that are identified as Representative RBI Components and those that are
identified as Represented RBI Components.
The Meridium APM system uses the following workflow to identify Representative RBI
Components for Inspection Groups whose Corrosion Type is Internal Corrosion:
1. Set the value in the Selected for Inspection field to True. To do so:
1. Determine the subgroup to which each Grouping Element record in the
Inspection Group belongs.
2. Determine the number of selections for inspection (i.e., the number of
Grouping Element records whose Selected for Inspection field will contain
the value True).
3. Rank the Grouping Element records to determine the inspection priority
for each piece of equipment in relationship to the others in the Inspection
Group.
2. Define the Represents Inspections relationship between Grouping Element
records that are identified as Representative RBI Components and those that are
identified as Represented RBI Components.
Note: Specific details are not currently provided in the documentation regarding how the
system selects Represented RBI Components for Representative RBI Components.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Setting the Selected for


Inspection Value - Corrosion Under
Insulation
For Inspection Groups whose Corrosion Type is Corrosion Under Insulation, there are
two main steps in the process of setting the Selected for Inspection value to True:
1. Determining the number of selections for inspection (i.e., the number of Grouping
Element records whose Selected for Inspection field will contain the value True).
2. Ranking the Grouping Element records to determine the inspection priority for
each piece of equipment in relationship to the others in the Inspection Group.
The following table lists the values that are used by the Meridium APM system and the
role that each value plays when setting the Selected for Inspection value to True for
Inspection Groups whose Corrosion Type is Corrosion Under Insulation.

This
value...

In this
record...

Is used for this purpose

Risk
Category

Asset
Group

Determines the number of Grouping Element records whose


Selected for Inspection value will be set to True.

Inspection
Priority

Grouping
Element

Along with the value in the Wall Ratio field in the Grouping
Element record, determines the rank (i.e., the priority for
inspection) for each Grouping Element record in an Inspection
Group.

Grouping
Element

Along with the value in the Inspection Priority field in the


Grouping Element record, determines the rank (i.e., the priority
for inspection) for each Grouping Element record in an
Inspection Group.

Wall Ratio

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Determining the Number of Selections


for Inspection - Corrosion Under
Insulation

When the Corrosion Type for an Inspection Group is Corrosion Under Insulation, the
Risk Category that is associated with an Inspection Group is used to determine the
number of Grouping Element records in which the Selected for Inspection value will be
set to True. To accomplish this, the Meridium APM system applies a percentage, based on
the Risk Category, to the total number of Grouping Element records in the Inspection
Group. The following table lists the possible Risk Categories for an Inspection Group and
the percentage that the Meridium APM system uses for each Risk Category when
determining the number of selections for inspection.

If the Risk
Category is...

This percentage is used to determine the


number of selections for inspection...

High

50%

Medium High

25%

Medium

10%

Low

None

Notice that when the Corrosion Type is Corrosion Under Insulation and the Risk
Category is Low, the Selected for Inspection field will not be set for any Grouping
Element record in the Inspection Group. This type of Inspection Group cannot be
implemented, and no RBI Recommendation records can be generated on its behalf.
For all other Risk Categories, the following calculation is used to determine the number
of selections for inspection:
number of selections for inspection = total Grouping Element records x p
Where:

total Grouping Element records is the number of Grouping Element records in the
Inspection Group.

p is the percentage that the system uses in the calculation based on the Risk
Category of the Inspection Group.

Consider the following example, where:

The number of Grouping Element records in the Inspection Group is 10.

The Risk Category of the Inspection Group is High.

In this case, the calculation would look like this:


number of selections for inspection = 10 x 0.5
number of selections for inspection = 5
The number of Grouping Element records in which the Selected for Inspection value
would be set to True, therefore, is five.
Additionally, if the result of the calculation is anything other than a whole number, the
Meridium APM system rounds automatically to the next whole number. For example, if
the total number of Grouping Element records in an Inspection Group is nine, and the
Risk Category for that Inspection Group is High, the following calculation would be
used:
number of selections for inspection = 9 x 0.5
number of selections for inspection = 4.5
In this case, the Meridium APM system would round 4.5 to the next whole number,
meaning that the Selected for Inspection value would be set to True in five Grouping
Element records in the Inspection Group.
At this point, the Meridium APM system ranks the Grouping Element records in order to
determine the inspection priority of the pieces of equipment in the Inspection Group. The
result of the preceding equation (i.e., number of selections for inspection) is applied to
the ranked records to determine the value in the Selected for Inspection field in all
Inspection Grouping records in the Inspection Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Determining the Rank for Grouping


Element Records - Corrosion Under
Insulation
The following values are used to determine the rank of each Grouping Element record in
an Inspection Group with respect to its priority for inspection:

Inspection Priority
Wall Ratio

The Meridium APM system ranks Grouping Element records first based on the value in
the Inspection Priority field and second based on the value in the Wall Ratio field, sorting
them from most conservative (i.e., the lowest value) to least conservative (i.e., the highest
value).
For example, suppose you have an Inspection Group whose Grouping Element records
contain the following Inspection Priority and Wall Ratio values.
Grouping Element Record ID

Inspection Priority

Wall Ratio

RBIComp_1

17

28

RBIComp_2

14

2.211

RBIComp_3

15

15.147

RBIComp_4

15

16.2

RBIComp_5

18

28.4

The Meridium APM system would rank the Grouping Element records as shown in the
following table.
Rank Grouping Element Record ID

Inspection Priority

Wall Ratio

RBIComp_2

14

2.211

RBIComp_3

15

15.147

RBIComp_4

15

16.2

RBIComp_1

17

28

RBIComp_5

18

28.4

Notice that the Grouping Element record with the Record ID RBIComp_3 has the same
Inspection Priority value as the Grouping Element record with the Record ID
RBIComp_4. However, RBIComp_3 has a more conservative Wall Ratio value than
RBIComp_4. Therefore, the Grouping Element record RBIComp_3 is ranked higher,
meaning that the priority for inspecting the piece of equipment that is associated with

RBIComp_3 is higher than the priority for inspecting the piece of equipment that is
associated with RBIComp_4.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Selecting Representative RBI


Components - Corrosion Under
Insulation
Grouping Element records whose Selected for Inspection value is set to True are
identified as Representative RBI Components when the relationship definition
Represents Inspections is defined between the Grouping Element record and other
Grouping Element records in the same Inspection Group.
To perform the final step in selecting Representative RBI Components, the Meridium
APM system considers the value in the Operating Temperature field in each Grouping
Element record in which the Selected for Inspection value has been set to True based on
the criteria for setting this value. If each of the following temperature ranges are
represented among the Grouping Element records that have been selected for inspection,
those Grouping Element records will be identified as Representative RBI Components:

0-75
76-150

151-200

201-300

301-350

For example, suppose that the following Grouping Element records exist in the same
Inspection Group and contain the value True in the Selected for Inspection field.

Grouping Element
Record ID
RBIComp_1

Operating
Temperature

Associated
Temperature Range

110

76-150

RBIComp_2

340

301-350

RBIComp_3

15

0-75

RBIComp_4

290

201-300

RBIComp_5

175

151-200

Since the Operating Temperature values in these Grouping Element records correspond to
the required temperature ranges, and each temperature range has a corresponding
Operating Temperature value, these Grouping Element records will become predecessors
in the Represents Inspections relationship definition with other Grouping Element
records. These Grouping Element records will be identified, therefore, as Representative
RBI Components.
If, however, one or more of the temperature ranges are not represented among the
Grouping Element records whose Selected for Inspection value is True, the Meridium
APM system will select for inspection the next highest ranked Grouping Element record
(based on how all Grouping Element records in the Inspection Group were ranked by the
system) whose Operating Temperature value is within the unrepresented temperature
range. Additionally, this Grouping Element record will be identified as a Representative
RBI Component.
The Meridium APM system repeats this process until all required temperature ranges
correspond to an Operating Temperature value in a Grouping Element record in the
Inspection Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

About Setting the Selected for


Inspection Value - Internal Corrosion
For Inspection Groups whose Corrosion Type is Internal Corrosion, there are three main
steps in the process of setting the Selected for Inspection value to True:
1. Assigning the Grouping Element records to subgroups.
2. Determining the number of selections for inspection (i.e., the number of Grouping
Element records whose Selected for Inspection field will contain the value True).

3. Ranking the Grouping Element records to determine the inspection priority for
each piece of equipment in relationship to the others in the Inspection Group.
Unlike when an Inspection Group's Corrosion Type is Corrosion Under Insulation, the
Meridium APM system considers the Inspection Group's Equipment Type when setting
the Selected for Inspection value to True in Grouping Element records whose Corrosion
Type is Internal Corrosion. These Inspection Groups fall into one of two categories:

Those whose Equipment Type is Piping (i.e., the associated Asset Group record
contains the value PIPING (Piping) in the Grouping Equipment Type field).
Those whose Equipment Type is either Vessels (i.e., the associated Asset Group
record contains the value VESSELS (Vessels) in the Grouping Equipment Type
field) or Tanks (i.e., the associated Asset Group record contains the value TANKS
(Tanks) in the Grouping Equipment Type field).

The following table lists the values that are used by the Meridium APM system and the
role that each value plays when setting the Selected for Inspection value to True for
Inspection Groups whose Corrosion Type is Internal Corrosion. The cells that are shaded
blue are significant for only one Equipment Type or the other, as indicated in the Is used
for this purpose column.

This value...

In this
record...

Is used for this purpose

For Inspection Groups whose Equipment Type is Piping,


determines the subgroup (i.e., General or Localized/Pitting) to
Grouping
Thinning Type
which the Grouping Element record is assigned in order to be
Element
ranked based on its associated Inspection Priority and Wall
Ratio.
For Inspection Groups whose Equipment Type is either Vessels
or Tanks, determines the subgroup (based on the values in the
Grouping
Material Spec
Representative Fluid and Material Spec fields) to which the
Element
Grouping Element record is assigned in order to be ranked
based on its associated Inspection Priority and Wall Ratio.
For Inspection Groups whose Equipment Type is either Vessels
or Tanks, determines the subgroup (based on the values in the
Representative Grouping
Representative Fluid and Material Spec fields) to which the
Fluid
Element
Grouping Element record is assigned in order to be ranked
based on its associated Inspection Priority and Wall Ratio.
Risk Category

Asset
Group

Determines the number of Grouping Element records whose


Selected for Inspection value will be set to True.

Inspection
Priority

Along with the value in the Wall Ratio field, determines the
Grouping
rank (i.e., the priority for inspection) for each Grouping
Element
Element record in each subgroup in an Inspection Group.

Wall Ratio

Along with the value in the Inspection Priority field, determines


Grouping
the rank (i.e., the priority for inspection) for each Grouping
Element
Element record in each subgroup in an Inspection Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Determining the Subgroup to which a


Grouping Element Record is Assigned
When an Inspection Group's Corrosion Type is Internal Corrosion, Grouping Element
records are assigned subgroups within an Inspection Group. The subgroups that an
Inspection Group contains depends upon the Equipment Type that is associated with the
Inspection Group.
If the Equipment Type is:

Piping, Grouping Element records are assigned to one of the following subgroups
based on the value in the Thinning Type field in the Grouping Element record:
General: Assigned when the value in the Thinning Type field is General.

Localized/Pitting: Assigned when the value in the Thinning Type field is


either Localized or Pitting.

Vessels or Tanks, Grouping Element records are grouped by the values in the
following fields:

Representative Fluid

Material Spec

In other words, Grouping Element records whose Representative Fluid values match and
whose Material Spec values match will be assigned to the same subgroup. To better
understand this concept, consider the following example.
The following table represents an Inspection Group whose Corrosion Type is Internal
Corrosion and Equipment Type is Vessels. Each row represents a Grouping Element

record within the Inspection Group, and the shading indicates the subgroup to which the
Grouping Element record is assigned.

Grouping Element Record ID Representative Fluid Material Spec


RBIComp_1

SA-106

Amine

RBIComp_2

SA-106

Amine

RBIComp_3

SA-182

Benzine

RBIComp_4

SA-106

Amine

RBIComp_5

SA-182

Benzine

RBIComp_6

SA-182

Benzine

As indicated by the shading, the following Grouping Element records are assigned
to the same subgroup:
o
o

RBIComp_1
RBIComp_2

RBIComp_4

Likewise, the following Grouping Element records are assigned to the same subgroup:
o
o

RBIComp_3
RBIComp_5

RBIComp_6

How subgroups are used


For Inspection Groups whose associated Equipment Type is Piping, subgroups are used
when determining the number of selections for inspection and when ranking the
Grouping Element records. However, this is not true of Inspection Groups whose
associated Equipment Type is Vessels or Tanks. These Inspection Groups are ranked
irrespective of the subgroup in which Grouping Element records reside. Subgroups in
these Inspection Groups are considered, however, in selecting Representative RBI
Components for the Inspection Group.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Determining the Number of Selections


for Inspection - Internal Corrosion
When the Corrosion Type for an Inspection Group is Internal Corrosion, the following
values are used to determine the number of Grouping Element records in which the
Selected for Inspection value will be set to True:

Equipment Type
Risk Category

To accomplish this, the Meridium APM system applies a percentage, based on these
values, to a particular number of Grouping Element records in the Inspection Group.
When the Equipment Type of an Inspection Group is Piping, these percentages are
applied at the subgroup level, meaning that a certain percentage of Grouping Element
records from each subgroup (i.e., General or Localized/Pitting) will be selected for
inspection.
The following table lists the subgroups that are associated with Inspection Groups whose
Equipment Type is Piping, the possible Risk Categories for Inspection Groups, and the
percentage that is used in each scenario to determine the number of selections for
inspection. Shading has been added to the table to make it easier to distinguish between
the percentages applied to the subgroup General and those applied to the subgroup
Localized/Pitting.

If the subgroup
is...

and the Risk


Category is...

This percentage is used to determine the number


of selections for inspection...

General

High

50%

General

Medium High

25%

General

Medium

10%

General

Low

5%

Localized/Pitting

High

None

Localized/Pitting

Medium High

50%

Localized/Pitting

Medium

25%

Localized/Pitting

Low

10%

The following table displays the possible Risk Categories for Inspection Groups and the
percentage that is used in each case when the Equipment Type for an Inspection Group is
Vessels or Tanks. In this case, there is no distinction between the subgroups when
determining the number of selections for inspection. Instead, the subgroups are relevant
only when the system is selecting Representative RBI Components.

If the Risk
Category is...

This percentage is used to determine the


number of selections for inspection...

High

50%

Medium High

25%

Medium

10%

Low

5%

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Determining the Rank for Grouping


Element Records - Internal Corrosion
For Inspection Groups whose Corrosion Type is Internal Corrosion, after the Meridium
APM system determines the number of selections for inspection for an Inspection Group,
the following values are used to determine the rank of each Grouping Element record
with respect to its priority for inspection:

Inspection Priority
Wall Ratio

The Meridium APM system ranks Grouping Element records first based on the value in
the Inspection Priority field and second based on the value in the Wall Ratio field, sorting

them from most conservative (i.e., the lowest value) to least conservative (i.e., the highest
value). This process is similar to the one followed for Inspection Groups whose
Corrosion Type is Corrosion Under Insulation with one difference: for Inspection Groups
whose Corrosion Type is Internal Corrosion and Equipment Type is Piping, this ranking
occurs within the subgroups in an Inspection Group.
For example, suppose you have an Inspection Group whose Corrosion Type is Internal
Corrosion, Equipment Type is Piping, and Risk Category is Medium High. The following
table shows the Grouping Element Record ID for each Grouping Element record in this
Inspection Group and the associated Inspection Priority and Wall Ratio values.
Additionally, the Thinning Type value in each Grouping Element record is listed, and the
shading represents the two subgroups that exist within the Inspection Group.
Grouping Element Record Thinning
ID
Type

Inspection
Priority

Wall
Ratio

RBIComp_1

General

17

28

RBIComp_2

Pitting

13

17.8

RBIComp_3

Pitting

14

2.211

RBIComp_4

General

12

15.147

RBIComp_5

Localized

15

16.2

RBIComp_6

General

18

28.4

RBIComp_7

General

10.4

RBIComp_8

Localized

11

18.6

In this example, the following Grouping Element records form the subgroup General:

RBIComp_1
RBIComp_4

RBIComp_6

RBIComp_7

The following Grouping Element records form the subgroup Localized/Pitting:

RBIComp_2
RBIComp_3

RBIComp_5

RBIComp_8

The following table illustrates how the Meridium APM system would rank these
Grouping Element records based on the subgroup in which they exist.
Rank Grouping Element Record ID

Thinning Type Inspection Priority

Wall Ratio

RBIComp_7

General

10.4

RBIComp_4

General

12

15.147

RBIComp_1

General

17

28

RBIComp_6

General

18

28.4

RBIComp_8

Localized

11

18.6

RBIComp_2

Pitting

13

17.8

RBIComp_3

Pitting

14

2.211

RBIComp_5

Localized

15

16.2

Recall that the Risk Category that is associated with this Inspection Group is Medium
High. Therefore, the following percentages will be used to determine the number of
selections for inspection in each subgroup:

25% for the subgroup General.


50% for the subgroup Localized/Pitting.

Using these percentages, the Selected for Inspection value would be set to True in:

RBIComp_7: Represents the top 25% of Grouping Element records in the


subgroup General.
RBIComp_8: Represents one of two Grouping Element records in the top 50% of
records in the subgroup Localized/Pitting.

RBIComp_2: Represents one of two Grouping Element records in the top


50% of records in the subgroup Localized/Pitting.

At this point, the Meridium APM system can identify which Grouping Element records
will be selected as Representative RBI Components.

V3.6.0.0.0 - Copyright 1993-2014 Meridium, Inc. All rights reserved.

Selecting Representative RBI


Components - Internal Corrosion
After Grouping Element records have been ranked by the Meridium APM system,
Representative RBI Components are identified for the associated Inspection Group. This
is accomplished by defining the Represents Inspections relationship definition between
Grouping Element records, where certain Grouping Element records are defined as the
predecessors in this relationship, and other Grouping Element records are defined as the
successors in this relationship.
If the Inspection Group's Equipment Type is Piping, there are no additional steps to this
process. In other words, once Grouping Element records in this type of Inspection Group
are ranked, the Meridium APM system will identify the Representative RBI Components
as those records that contain the value True in the Selected for Inspection field.
For Inspection Groups whose Equipment Type is Vessels or Tanks, however, the
Meridium APM system must use additional criteria to identify Representative RBI
Components. The following additional values are considered in this process:

Operating Temperature
Operating Pressure

The Meridium APM system considers these values in each Grouping Element record in
which the Selected for Inspection value has been set to True based on the criteria for
setting this value. Specifically, these values must meet the following criteria:

The value in the Operating Temperature field must be +/- 50 this same value in
another Grouping Element record in the Inspection Group.
The value in the Operating Pressure field must be +/- 50 this same value in
another Grouping Element record in the Inspection Group.

Additionally, for these Inspection Groups, all subgroups must be represented among the
selected Represented RBI Components. Thus, if no records within a particular subgroup

contain the value True in the Selected for Inspect