Datasheet Capture for Facets Instrumentation
Data Migration and Transformation
Summary
This TecSurge service delivers a cost-effective, one-time solution for capturing instrument datasheet information from various source formats in Facets Instrumentation (previously known as Intergraph Smart Instrumentation).
Differentiators
- Excellent working knowledge of Facets Instrumentation and its practical application, as well as experience working with project and legacy data deliverables and formats, for both EPC and owner-operator organisations
- Proprietary in-house automation delivers efficiency and high-quality results
- Flexibility and scalability to meet different scenarios, with reliable and cost-effective service delivery
Challenges
There are several factors which can lead to instrumentation data being provided to the end user in hard-copy, Excel or PDF format, rather than handed over in a directly usable Facets Instrumentation database.
For customers with an existing Facets Instrumentation implementation, retaining information in such formats while continuing to operate the application can lead to many inefficiencies and duplication, problems which will only increase in severity over time.
Capturing such data from its supplied format in Facets Instrumentation is typically not able to be fully automated, and therefore requires a quality controlled, cost-effective approach to data entry.
Deliverables
Under this service, TecSurge typically delivers data to the customer using a Facets Instrumentation database backup.
- Customised instrument profiles
- Customised specification forms
- Imported instruments
- Imported instrument datasheets
Alternatively, TecSurge can also capture datasheets in Instrumentation Specification File (ISF) format. This typically applies to package vendors or sub-contractors where the main contractor has already generated the ISF file for the instruments.
Work Process
The TecSurge work process for this service consists of the following general steps:
- Collection of data sources
- Organisation of data and raw data quality check
- Development of instrument profiles
- Customisation of specification forms
- Data import of raw data into SPI
- Final quality and performance checks
Quality Assurance
TecSurge utilises a two-stage checking process to ensure the quality of the service delivery.
Before the source data is input, various checks are performed depending upon the source data format. For example, if source information is in a scanned format, optical character recognition (OCR) tools are used and the results of the processing compared manually against the source data. Data obtained from structured electronic sources such as Excel spreadsheets or Access databases are verified programmatically. Specific aspects of the data which are subject to quality checking include:
- Instrument tag and loop number
- Process information
- Instrument specification data
- Data value units of measure
- Selection list values
Final verification of the delivery is performed by the customer, and final approval of the work constitutes technical acceptance.
Getting Started
To estimate the schedule and cost for this service, we require the following information:
- Quantity of instrument tags and instrument types to be captured
Why: The quantity of instrument tags is directly proportional to the man-hour requirement. Grouping instruments by type simplifies the process and leads to maximum efficiency. - Information about the source data format.
Why: Data existing in Excel files is easier to manipulate that scanned images or PDF. Where possible, TecSurge will apply automation to deliver the best quality and most efficient outcome, and higher-quality data formats will permit greater use of such technology, producing a faster and cheaper result. - Database type and Facets Instrumentation version
Why: TecSurge will utilise the same software versions and database platform as the end customer, to guarantee a 100% compatible deliverable.
If this service describes your situation, and you’re able to provide the engineering inputs and answers to the questions listed here, contact us today for a quotation for Datasheet Capture for Facets Instrumentation.