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Hello Everyone,

I lead the CMMS team in my department and some challenging questions on equipment tagging has come up in our on-going Asset Integrity Management project.
If an equipment is bad and replaced, do I have to assign a new physical tag for the new equipment or retain the tag used for the old equipment?
for example, an export Pump P 1501 with a 5yr maintenance history is replaced with a new Pump, do you assign a new tag for the new export pump or maintain P 1501 for the new pump?
If yes, does this apply to all equipment replaced on site?
If yes, that implies that our client will have to change the P&ID's to reflect the new tags installed, right?

Another major concern is the Distributed Control System DCS. I believe the plant has to be shutdown temporarily for the tags to be updated in the DCS.

The bone of contention is that tags on the P&ID document and DCS will not change even if an equipment is replaced with a new one, and that the new equipment maintains the physical tag of the old equipment replaced. We are also considering the cost implications, complicated procedure for management approval and other issues.

I will appreciate your valuable inputs to help us tackle this issue professionally and safely.

Thanks in advance.

@Jimmy Dean, @Richard Lamb @David Downs, @Manjish Naik, @Sarah Lukens, @Gregg Pacelli @Steve Stum, @Edward Espinosa  I have read your article's/posts regarding CMMS, I'll appreciate your insights. Thanks

------------------------------
Irete Olorunfemi BEng
Cainergy International Limited
Abuja
------------------------------
​​​​​​​​

Hello Irete

There are two different tagging systems that can be used in combination to meet all your requirements:

Functional location tagging. This is the P&ID tag, which in your example will be P1501. This tag will be on the DCS and also shown in the field by means of a tag. The functional location tag denotes the position, i.e. that a pump of certain characteristics should be installed in that location on the export system. 

Asset tagging. This is the tag that uniquely identifies a specific pump, e.g. ABC. The asset tag will not be shown in either the P&ID or the DCS. However, it will be on the pump itself. Of course, the s/n can also be used, but that will be messy, compared to a uniform coding method. 

Hence, in the field there will be two tags:
- One (functional location tag) on the plinth where a pump should be installed 
- Second (asset tag ) corresponding to this pump specifically 

In this example, the CMMS equipment hierarchy will be built based on systems, one of which will be the export system. For that system and in the next level below, it will contain the export pump with the functional location P1501. The functional location will be a "parking space" where a specific pump will go, ABC. 

When this pump fails and it needs to be overhauled, the specific ABC pump will be removed from the functional location P1501and transferred to the workshop. Another pump of similar characteristics, say DEF, will replace it in the functional location P1501. Note that the replacement will take place both in the physical location and in the CMMS hierarchy. When the ABC is overhauled, it will be returned to the Stores and it may have to be used in a different functional location. 

In this way, the machine and failure history, as well as the corresponding costs, remain both with the functional location and the specific asset. The functional location P1501 will have the history of ABC and DEF, while they were in service in that functional location. Whereas the pumps ABC and DEF will retain their respective histories in every functional location or overhaul that they have ever been. 

It can be seen that with this method, the P&IDs and DCS tags will always remain the same avoiding unnecessary stoppages, work and safety risks to operating personnel, while the maintenance records will be considerably more accurate. 

It is worth mentioning that while every component in a system will have a functional tag, asset tags are only needed on the components where there is a value in going to the trouble of assigning them an asset tag. 

For more information, you can also see: ISO 14224:2016 Petroleum, petrochemical and natural gas industries - Collection and exchange of reliability and maintenance data for equipment

Best regards
Michalis


------------------------------
Michalis Hadjiandreou
Manufacturing Reliability Engineer
Edinburgh
------------------------------

Original Message:
Sent: 01-21-2021 04:09 PM
From: Irete Olorunfemi
Subject: What's the Best practice for Asset Tagging, Update CMMS and P&ID's

Hello Everyone,

I lead the CMMS team in my department and some challenging questions on equipment tagging has come up in our on-going Asset Integrity Management project.
If an equipment is bad and replaced, do I have to assign a new physical tag for the new equipment or retain the tag used for the old equipment?
for example, an export Pump P 1501 with a 5yr maintenance history is replaced with a new Pump, do you assign a new tag for the new export pump or maintain P 1501 for the new pump?
If yes, does this apply to all equipment replaced on site?
If yes, that implies that our client will have to change the P&ID's to reflect the new tags installed, right?

Another major concern is the Distributed Control System DCS. I believe the plant has to be shutdown temporarily for the tags to be updated in the DCS.

The bone of contention is that tags on the P&ID document and DCS will not change even if an equipment is replaced with a new one, and that the new equipment maintains the physical tag of the old equipment replaced. We are also considering the cost implications, complicated procedure for management approval and other issues.

I will appreciate your valuable inputs to help us tackle this issue professionally and safely.

Thanks in advance.

@Jimmy Dean, @Richard Lamb @David Downs, @Manjish Naik, @Sarah Lukens, @Gregg Pacelli @Steve Stum, @Edward Espinosa  I have read your article's/posts regarding CMMS, I'll appreciate your insights. Thanks

------------------------------
Irete Olorunfemi BEng
Cainergy International Limited
Abuja
------------------------------
​​​​​​​​

Hello, hopefully this can help. This is what were currently doing with our CMMS (SAP-PM), though may not be perfect but were getting there.

"If an equipment is bad and replaced, do I have to assign a new physical tag for the new equipment or retain the tag used for the old equipment?
for example, an export Pump P 1501 with a 5yr maintenance history is replaced with a new Pump, do you assign a new tag for the new export pump or maintain P 1501 for the new pump?  If yes, does this apply to all equipment replaced on site?
If yes, that implies that our client will have to change the P&ID's to reflect the new tags installed, right? "

-Marc: we have two identifiers per equipment broken down into its location and the actual equipment, the location and equipment shares similar naming tags (i.e. short description and name) and the equipment history is connected to the actual equipment rather than the location. When replaced and the new equipment is installed its(new equipment) name will follow the location scheme which will be similar to the old equipment, whilst the old equipment is put into warehouse(location is also indicated on system) with still an unchanged name. If however in future the equipment is refurbished and re-installed in a new facility or location. It is installed and renamed to match that location. History is preserved since it is connected to the equipment. As a quick reference we also just add the old name/tag on its long description. As the system creates a unique identifier for new assets, everything works out and record is complete. We also supplement it by having an external register(i.e. excel file) for a quick lookup of replaced/refurbished/reinstalled equipment.

We try to preserve the original P&ID tag/ scheme (naming/ short description); Hopefully this can help and provide you with some ideas.

A splendid day to you. -Marc

------------------------------
Marc David Ke CMRP, BSME, PMP, CLSSBB
Asset Manager
Maynilad Water Services Inc.
Metro Manila, NCR
------------------------------

Original Message:
Sent: 01-21-2021 04:09 PM
From: Irete Olorunfemi
Subject: What's the Best practice for Asset Tagging, Update CMMS and P&ID's

Hello Everyone,

I lead the CMMS team in my department and some challenging questions on equipment tagging has come up in our on-going Asset Integrity Management project.
If an equipment is bad and replaced, do I have to assign a new physical tag for the new equipment or retain the tag used for the old equipment?
for example, an export Pump P 1501 with a 5yr maintenance history is replaced with a new Pump, do you assign a new tag for the new export pump or maintain P 1501 for the new pump?
If yes, does this apply to all equipment replaced on site?
If yes, that implies that our client will have to change the P&ID's to reflect the new tags installed, right?

Another major concern is the Distributed Control System DCS. I believe the plant has to be shutdown temporarily for the tags to be updated in the DCS.

The bone of contention is that tags on the P&ID document and DCS will not change even if an equipment is replaced with a new one, and that the new equipment maintains the physical tag of the old equipment replaced. We are also considering the cost implications, complicated procedure for management approval and other issues.

I will appreciate your valuable inputs to help us tackle this issue professionally and safely.

Thanks in advance.

@Jimmy Dean, @Richard Lamb @David Downs, @Manjish Naik, @Sarah Lukens, @Gregg Pacelli @Steve Stum, @Edward Espinosa  I have read your article's/posts regarding CMMS, I'll appreciate your insights. Thanks

------------------------------
Irete Olorunfemi BEng
Cainergy International Limited
Abuja
------------------------------
​​​​​​​​

Your equipment tag number doesn’t change if you are putting a new pump in the existing location. What changes is the asset number assigned to the location. Equipment tag numbers are the physical location of the equipment in the plant. The equipment or asset in that location is given an asset number. When you replace the asset at that location the tag stays the same and you change the asset number because you have put a new asset in that location.

Sent from my iPhone
Jason Resler, CMRP


Original Message:
Sent: 1/21/2021 4:09:00 PM
From: Irete Olorunfemi
Subject: What's the Best practice for Asset Tagging, Update CMMS and P&ID's

Hello Everyone,

I lead the CMMS team in my department and some challenging questions on equipment tagging has come up in our on-going Asset Integrity Management project.
If an equipment is bad and replaced, do I have to assign a new physical tag for the new equipment or retain the tag used for the old equipment?
for example, an export Pump P 1501 with a 5yr maintenance history is replaced with a new Pump, do you assign a new tag for the new export pump or maintain P 1501 for the new pump?
If yes, does this apply to all equipment replaced on site?
If yes, that implies that our client will have to change the P&ID's to reflect the new tags installed, right?

Another major concern is the Distributed Control System DCS. I believe the plant has to be shutdown temporarily for the tags to be updated in the DCS.

The bone of contention is that tags on the P&ID document and DCS will not change even if an equipment is replaced with a new one, and that the new equipment maintains the physical tag of the old equipment replaced. We are also considering the cost implications, complicated procedure for management approval and other issues.

I will appreciate your valuable inputs to help us tackle this issue professionally and safely.

Thanks in advance.

@Jimmy Dean, @Richard Lamb @David Downs, @Manjish Naik, @Sarah Lukens, @Gregg Pacelli @Steve Stum, @Edward Espinosa  I have read your article's/posts regarding CMMS, I'll appreciate your insights. Thanks

------------------------------
Irete Olorunfemi BEng
Cainergy International Limited
Abuja
------------------------------
​​​​​​​​

Hi Irete;

I was just talking to some colleagues at two different sites about this very thing!

I'll echo the comments from previous replies. There is a distinct difference between "Unique equipment identification number" and "Equipment function​ tag". The functional tag remains constant. Ideally this tag should be controlled via a defined register (often by the Engineering group) and identical in all critical documentation and process safety information like P&IDs, PFD, datasheets, etc.

I agree with Michalis - using serial numbers can get very messy and complex for the unique ID number. Depending on the CMMS you are using the system will autogenerate these numbers - I suggest letting the CMMS define these unique values. Again, this differs from the "Equipment Function Tag" which should be controlled.

Here is an excerpt from ISO 14224, Table 5 note b:
"...A specific individual equipment unit has an "Unique equipment identification number" (serial number), and this may be required for documenting potential change-out at the equipment level. The tag number identifies the equipment function and its physical location. If the equipment is replaced with, e.g. an overhauled unit, the tag number (and part number) remains the same, but the serial number changes...See also ISO 15926-2:2003 E.3.3 which describes this relationship in more detail."

Good luck and all the best!

Andrew

------------------------------
Andrew Inman, P. Eng., CRL
Reliability Engineer
GM BluePlan Engineering
Stoney Creek ON
------------------------------

Original Message:
Sent: 01-21-2021 04:09 PM
From: Irete Olorunfemi
Subject: What's the Best practice for Asset Tagging, Update CMMS and P&ID's

Hello Everyone,

I lead the CMMS team in my department and some challenging questions on equipment tagging has come up in our on-going Asset Integrity Management project.
If an equipment is bad and replaced, do I have to assign a new physical tag for the new equipment or retain the tag used for the old equipment?
for example, an export Pump P 1501 with a 5yr maintenance history is replaced with a new Pump, do you assign a new tag for the new export pump or maintain P 1501 for the new pump?
If yes, does this apply to all equipment replaced on site?
If yes, that implies that our client will have to change the P&ID's to reflect the new tags installed, right?

Another major concern is the Distributed Control System DCS. I believe the plant has to be shutdown temporarily for the tags to be updated in the DCS.

The bone of contention is that tags on the P&ID document and DCS will not change even if an equipment is replaced with a new one, and that the new equipment maintains the physical tag of the old equipment replaced. We are also considering the cost implications, complicated procedure for management approval and other issues.

I will appreciate your valuable inputs to help us tackle this issue professionally and safely.

Thanks in advance.

@Jimmy Dean, @Richard Lamb @David Downs, @Manjish Naik, @Sarah Lukens, @Gregg Pacelli @Steve Stum, @Edward Espinosa  I have read your article's/posts regarding CMMS, I'll appreciate your insights. Thanks

------------------------------
Irete Olorunfemi BEng
Cainergy International Limited
Abuja
------------------------------
​​​​​​​​

Best practice:
Equipment numbers don’t change.
Tracking serial numbers that stay with major components through from purchase and in service use through to rebuild and reinstallation in the same or a different location possibly even in a different facility.
This way bad actors can be put to standby or moved out of service rotation and recycled.
Good luck safe journeys


Original Message:
Sent: 1/21/2021 4:09:00 PM
From: Irete Olorunfemi
Subject: What's the Best practice for Asset Tagging, Update CMMS and P&ID's

Hello Everyone,

I lead the CMMS team in my department and some challenging questions on equipment tagging has come up in our on-going Asset Integrity Management project.
If an equipment is bad and replaced, do I have to assign a new physical tag for the new equipment or retain the tag used for the old equipment?
for example, an export Pump P 1501 with a 5yr maintenance history is replaced with a new Pump, do you assign a new tag for the new export pump or maintain P 1501 for the new pump?
If yes, does this apply to all equipment replaced on site?
If yes, that implies that our client will have to change the P&ID's to reflect the new tags installed, right?

Another major concern is the Distributed Control System DCS. I believe the plant has to be shutdown temporarily for the tags to be updated in the DCS.

The bone of contention is that tags on the P&ID document and DCS will not change even if an equipment is replaced with a new one, and that the new equipment maintains the physical tag of the old equipment replaced. We are also considering the cost implications, complicated procedure for management approval and other issues.

I will appreciate your valuable inputs to help us tackle this issue professionally and safely.

Thanks in advance.

@Jimmy Dean, @Richard Lamb @David Downs, @Manjish Naik, @Sarah Lukens, @Gregg Pacelli @Steve Stum, @Edward Espinosa  I have read your article's/posts regarding CMMS, I'll appreciate your insights. Thanks

------------------------------
Irete Olorunfemi BEng
Cainergy International Limited
Abuja
------------------------------
​​​​​​​​

I have read through your comments including the ISO reference notes. This helps a lot.
Thank you all!

------------------------------
Irete Olorunfemi BEng
Cainergy International Limited
Abuja
------------------------------

Original Message:
Sent: 01-21-2021 04:09 PM
From: Irete Olorunfemi
Subject: What's the Best practice for Asset Tagging, Update CMMS and P&ID's

Hello Everyone,

I lead the CMMS team in my department and some challenging questions on equipment tagging has come up in our on-going Asset Integrity Management project.
If an equipment is bad and replaced, do I have to assign a new physical tag for the new equipment or retain the tag used for the old equipment?
for example, an export Pump P 1501 with a 5yr maintenance history is replaced with a new Pump, do you assign a new tag for the new export pump or maintain P 1501 for the new pump?
If yes, does this apply to all equipment replaced on site?
If yes, that implies that our client will have to change the P&ID's to reflect the new tags installed, right?

Another major concern is the Distributed Control System DCS. I believe the plant has to be shutdown temporarily for the tags to be updated in the DCS.

The bone of contention is that tags on the P&ID document and DCS will not change even if an equipment is replaced with a new one, and that the new equipment maintains the physical tag of the old equipment replaced. We are also considering the cost implications, complicated procedure for management approval and other issues.

I will appreciate your valuable inputs to help us tackle this issue professionally and safely.

Thanks in advance.

@Jimmy Dean, @Richard Lamb @David Downs, @Manjish Naik, @Sarah Lukens, @Gregg Pacelli @Steve Stum, @Edward Espinosa  I have read your article's/posts regarding CMMS, I'll appreciate your insights. Thanks

------------------------------
Irete Olorunfemi BEng
Cainergy International Limited
Abuja
------------------------------
​​​​​​​​