System Integration from Connectivity to Operational Insight: Leveraging PI System

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1 System Integration from Connectivity to Operational Insight: Leveraging PI System Terri Lewis Digital & Technology Director Ankit Dhorajiya Digital Analytics Specialist 1

2 Conference Theme & Keywords

3 About Caterpillar Inc. Founded in 1925 (California) Present in almost every country in globe Dealer $45.5B Revenue ,400 Employees 175+ Dealers Globally 6 Million Machines Working Hard Globally

4 Disruption in Progress Telephone Radio TV + Snapshot of various ground breaking technology + Time took to reach up to 50 million Users 50 YEARS 38 YEARS 13 YEARS Internet Facebook Instagram 4 YEARS 3.5 YEARS 6 MONTHS Draw Something Angry Bird PokeMon Go 50 DAYS 35 DAYS 19 DAYS

5 Things are Complex in IIoT Variability By 2020, 50 Billions devices will be connected to the internet Velocity Industrial Data is Complex No Data Standards In the coming years 40% of total data created will be from sensors which includes sensor from Industrial machines Source: Gartner Volume Complexity Domain Expertise Different sources Different DBs

6 Why Caterpillar is Your Partner in Digital Transformation B E S T I N C L A S S A N A L Y T I C A L T E C H N O L O G I E S A N D P E O P L E E X T E R N A L S T R A T E G I C P A R T N E R S LARGEST CONNECTED FLEET IN INDUSTRY (~500K Connected Machines) 7 MILLION FLUIDS SAMPLES PER YEAR WORLD CLASS FMEA LABs BRAND AGNOSTIC APPROACH FROM SMALL TO PRIME POWER APPLICATION SOLUTION ARE ENABLED BY CAT CONNECT I N H O U S E L A B S I n n o v a t i o n F o r e n s i c s F l u i d A n a l y s i s I N D U S T R I A L D O M A I N E X P E R T I S E Too Much Data Right Data CULTURAL CHANGE CUSTOMER FOCUS ED Right Data = Information that provides value to the User

7 CAT Connect Strategic Intent CAT CONNECT STRATEGIC INTENT

8 CAT Connect Energy & Transportation

9 Topics Covered in Presentation Business Challenges System Diagram Guiding Principles Data Standards Technology Used Output examples Results & Next Steps Summary

10 Why CAT Connect + Industries as following, Electric Power Mi crogrid Marine Oil & G as Mining Mission/Operation Critical Assets Unscheduled Downtime Data Silos Data Management & Security Compliance & Regulations Ultimate Goal of Lowering Operating & Owning Cost Eliminate Unplanned Downtime Leverage Data to Make World Class Premium Products

11 Business Challenges Connective Challenges Multiple vendors & Multiple System Lack of Information Meaningful view of Operation Data Volume is Overwhelming Scalable solution All the data, all the time On demand access to information Restricted resources Minimal actionable information Transparent view of Information across org Multiple types of data Data standards Data analytics & data science

12 Connectors Interfaces Enterprise PI System Operational Data & Advisories Access Recommendation Workflow Access to Real-Time dashboards AR/VR Service Modules High Level System Diagram OSIsoft PI ThingWorx PI Data Historian PI Asset Framework (AF) BI Integrator PI Vision Data Standards MIMOSA (CCOM & CBM) Remote Binding to thing Properties Webapi access layer Alerts to Recommendation workflow Integrator for visualization & Data lake PI vision integration Centralized data access through portal Systems & Sub Systems Structure

13 Guiding Principle Role Based Views Dealer, Customer, Site specific information access Integration with BI tools Role Based Information Access Data Standards MIMOSA - CCOM & CBA Foundation for Analytics & Data Science capabilities Enables cross functional partnership NLP Implementation for Tag names Automation Avoid replication of data Leverage event frame functionality for relational data One true source for data & Analytics Development Automatic creation of AF and Thing properties Efficient AF element magt Channel true-ups Leverage webapi for data science & Analytics

14 Technology Used For data standard - leveraged framework provided by MIMOSA OSISoft PI server, AF, PI vision, BI Integrator Thingworx, Vuforia BI tools - Tableau Java charting libraries d3.js and amchart

15 Data Standards MIMOSA CCOM Model to manage Asset Information, Model, Make, Manufacturer, Location, Specs, Orgs etc Sensor registry by model with metadata information such measurement types, UOM, location, data frequency, data range, test, samples etc Added System and Sub system level details for CMMS Integration Fleet level analysis Managing this information in the Teradata tables Automation to add the new sensor information For new asset onboarding automated tag creation to automated interface file

16 PI Data Archive ~ 400K+ Data point collected ~ 10 Hz to 1Hz frequency ~ 10K updates per second ~ 28 TB Disk Spaces Data Stored since 2009 Client Tools which are used for Data Analytics

17 PI Asset Framework Find Existing Equipment Model Template Switching Based On Software Version Categorizing Equipment Component Level Asset Update Template Switching Based On Unit Conversion KPI PSI AF Table for Auto Onboard Notification To Add Missing Model Asset Onboard

18 Actionable Notification or text messages with active alerts with actionable information Recommendation Work flow to track the alerts in customer facing portal Alert notification on the Asset view

19 Real Time Dashboard Enabled by PI Vision Real Time Dashboard provides Operational view at the site, asset level Organized views provides details about specific system and sub system Site level details gives a complete overview of asset operations

20 BI Integrator Leveraging BI Integrator to create production or site operation related reports such as battery health, emission reporting etc. Emission Reporting PI Business Intelligence Integrator

21 Customer Facing UI Leveraging ThingWorx Asset Location Tracking and Alerts overview Equipment Utilization information Basic Asset Information

22 Augmented Reality

23 Results & Next Steps Results: Implementation of data standards has allowed to automate and streamlined the process for PI tag creation & interface file creation Before process involved manual steps ~ 60% Automated AF management automated channel true ups, template construction, element management reduced manual work upto 75% Integration with ThingWorx provides a platform to provide dealers/customers operational insight with all tracking information provides a visibility to site management what is being worked on Next Steps: Analytics leveraging webapi on predictive analytics and productivity Integration of process data SAP Integration Expand AR capabilities

24 Summary COMPANY Empower and GOAL dealers and customer with operational insight about their operation. This vision was enabled by integration between OSIsoft and ThingWorx CHALLENGE To achieve end to end integration for asset onboarding to integration leveraging data standards SOLUTION MIMOSA data standards, integration with ThingWorx leveraging webapi Ena RESULTS End to end automation was achieved from connectivity to operational Insight Connectivity delays Data Standards AF Management Management portal for operational insight MIMOSA Data Standards Osisoft PI, AF SDK, PI Vision Webapi Thingworx, d3js 60% reduction in asset onboarding 75% reduction in the AF management Thingworx integration extends benefits to customer and enables AR capabilities 24

25 Speaker Info Terri Lewis Digital & Technology Director Caterpillar Inc Ankit Dhorajiya Digital Analytics Specialist Caterpillar Inc

26 Questions Please wait for the microphone before asking your questions Please remember to Complete the Online Survey for this session State your name & company

27 Merci Thank You Grazie Optional: Click to add a takeaway you wish the audience to leave with.