AMS Suite: Global Performance Advisor June 2009

User Guide

AMS® SUITE: GLOBAL PERFORMANCE ADVISOR

USER GUIDE

© Emerson Process Management Page 1

AMS Suite: Global Performance Advisor June 2009
User Guide

TABLE OF CONTENTS

1 Introduction ...................................................................................................................................................3
1.1 Overview .................................................................................................................................................3
2 Screen Layout...............................................................................................................................................3
2.1 General Information.................................................................................................................................3
2.2 Top Panel................................................................................................................................................3
2.3 Button Panel............................................................................................................................................4
3 AMS Performance Advisor Screens ..............................................................................................................5
3.1 Home Screen ..........................................................................................................................................5
3.2 Operation Tab .........................................................................................................................................6
3.3 Process Flow Tab....................................................................................................................................7
3.4 Fiscal Tab................................................................................................................................................8
3.5 Trends Screen.........................................................................................................................................8
3.6 Knowledge Base Screen .........................................................................................................................9
3.7 Alarms & Alert Screen (Event Viewer) .....................................................................................................9
3.8 Alerts & Alarms on other screens ............................................................................................................9
3.8.1 Alerts.................................................................................................................................................10
3.8.2 Alarms...............................................................................................................................................11
3.9 Configuration .........................................................................................................................................12
3.10 Login / Logoff ....................................................................................................................................12
3.11 Custom Screens................................................................................................................................13
3.12 Prediction & Protection Screens........................................................................................................13
3.13 AMS Asset Portal Interface ...............................................................................................................14

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AMS Suite: Global Performance Advisor June 2009
User Guide

1 Introduction
1.1 Overview
This document is the User Guide for AMS Performance Advisor. It is intended to provide an introduction to the user
interface of AMS Performance Advisor and familiarize the reader with the various menus and features available.

2 Screen Layout
2.1 General Information
The AMS Performance Advisor screen is split into three main panels (areas of screen).

Top Panel – this always remains visible and always has

the same content (See 2.2)

Center Panel – the content here changes depending on

selected information or feature.

This area also contains Menu “Tabs” – Tabs are used to

access different screens of information to be viewed.
Performance information from AMS Performance Advisor
is available from the Performance Tab. A second row of
tabs displays further information.

Button Panel – Provides access to other features.

Remains visible (See 2.3 )

2.2 Top Panel

The top panel is an information area. The main features include a set of indicator “lights” showing information about the
data communication from DCS or Data Highway. Green indicates the system is operating normally, red indicates a
problem with the data communication.

This panel also displays the username of the currently logged in user (e.g. “OPERATOR” in the example above) and the
current time.

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AMS Suite: Global Performance Advisor June 2009
User Guide

2.3 Button Panel

The button panel displays a number of items that can be clicked on to access other system features.

Home Button – Return to the front page (See 3.1).

Back / Forward Buttons – click through the last 10 screens in order previously selected

Print Button – print the current screen (subject to available printer configuration).

Configuration Button – access the configuration / options page (See 3.9).

Graph Trend Button – View time based trends of up to 6 data points (See 3.5).

Knowledge Base Button – links to information portal for the equipment and machine design information
(See 3.6).

Alerts & Alarms Button – Check alert log for alerts seen in AMS Performance Advisor (See 3.7) and
Machinery Health Manager (if installed).

Login/Logoff Button – logoff user and login as different user (See 3.10).

Close Application Button – close AMS Performance Advisor interface (subject to permission to do so).

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AMS Suite: Global Performance Advisor June 2009
User Guide

3 AMS Performance Advisor Screens

3.1 Home Screen

The Home Screen shows an overview of all the units being monitored (on a plant area by plant area basis if required).

Plant Area Tabs – Different plant areas can be

accessed from the Area tabs, (multiple areas shown
for demonstration purposes).

Home – All equipment monitored from the

Machinery Health products can be accessed from
the home screen.
(Example shows multiple units to demonstrate this.)

Yellow and Red boxes around the units highlight the

alerts on that particular equipment item. The highest
level of alert is propagated up to the Tab text to
focus attention on any issues.

To access the equipment information, click the

equipment box.

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AMS Suite: Global Performance Advisor June 2009
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3.2 Operation Tab

The Operation Tab shows current operating details for the selected unit.

Tabs – On the unit screen there are three tabs

PROTECTION, PREDICTION and
PERFORMANCE.

PROTECTION & PREDICTION relate to screens

available with other AMS Suite products
(Machinery Health Manager).

On first viewing an item of equipment, select

PERFORMANCE, the OPERATION tab is opened
by default.

Key Performance Indicators (KPIs) – Individual

selected KPIs can be viewed in this area, including
KPIs specific to section or overall unit. KPIs can be
selected for trending (See 3.5) and are color coded
for data quality.

X-Y Chart – Typically two charts are available

(buttons highlighted by red box). Live updating of
chart will show how data moves with respect to
‘design’ performance over time. Data points in the
Green area are Good, Yellow less good and Red is
poor. The current operating point is highlighted
with the read off lines. Historical data is shown in
shades of grey. Different time periods can be
selected using the buttons to the right hand side.

Unit Section Selector – Choose the area of interest

from the equipment. Select a stage or the same
stage again to display overall information.

Design curves and deviation limits can be defined

independently for each unit.

This example shows the IP Section which has been

selected by clicking on the appropriate section in the
diagram. The blue box around the IP Section
indicates the selected part of the equipment.

The user can now see changing KPI information

relating to the IP section displayed above in the KPI
table, as well as in the X-Y chart showing the
design curves.

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AMS Suite: Global Performance Advisor June 2009
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3.3 Process Flow Tab

The Process Flow tab shows a detailed Process Flow Diagram for each section of the unit.

The Process Flow tab considers the specific

measured data points in the model of the equipment.
Like the Operation tab, it displays the information
per section as well as overall.
The Process Flow Diagram displays the current
instrument values for the unit. These are color
coded to reflect data quality (yellow = uncertain, red
= bad).

Each instrument value can be selected to display a

time based trend.

All measured instruments values are displayed in

the measurement data table. Calculated model
results are displayed in the model results table.
These values are also color coded to reflect data
quality.

AMS Performance Advisor is designed with “persistence” on selected sections. This means that whichever section is
selected, will stay selected when the user switches from Operation to Process Flow for that unit etc.

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AMS Suite: Global Performance Advisor June 2009
User Guide

3.4 Fiscal Tab

The Fiscal tab shows information relating to the fiscal
impact of operation, highlighting the difference
between current operation and design operation.

A table showing key Actual and Design parameters is

displayed along with the gap between the two figures
and the difference in percentage terms.

Alerts (see 3.8.1) and Alarms (See 3.8.2) may be

generated when a unit deviates significantly from
design performance. The chart on the right shows
how close to the limit each parameter is.

A Green bar indicates operation within expected

limits. A Yellow bar indicates an Alert condition
(operating outside limits) and a Red bar indicates an
Alarm (significantly outside limits). The levels that
trigger an Alert and/or Alarm can be defined by the
customer on a unit by unit basis. Color coding is also
applied to the difference values.

The costs/hour can be changed by clicking on the Change Values button. This function is typically password protected.
Changes to the costs persist across system restarts.

3.5 Trends Screen

AMS Performance Advisor allows the user to

configure and view trends of up to six variables on
the same chart. Click on the Graph Trend button to
access trends.

The data points trended are shown along the top of

the chart.

Data points can be added by clicking on data values

on the Operation or Process Flow tabs. Points from
different units can be selected and trended together.
In addition, data points from Machinery Health
Manager can be selected (if installed).

Data points can be removed by clicking on the red X

next to each data point at the top of the chart

Buttons down the right hand side of the trend allow different time spans to be selected easily.

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3.6 Knowledge Base Screen

The Knowledge Base button allows customers to

collate and access a range of information that they
may have available in relation to the units being
monitored and provide links to other systems.

This gives operators access to design information,

manuals and drawings, for example.

In addition, Operator and Maintenance Logs files

provide a quick and easy way to record activities
and a Knowledge Base allows the recording of
observations, activities, ideas and suggestions for
re-use.

A number of spare “buttons” are available so that

customers can configure the system to best meet
their own needs. These can be defined via a
configuration file.

3.7 Alarms & Alert Screen (Event Viewer)

Click the Alarms & Alerts button to access to access a list of active
Alarms & Alerts.

Two screens are available - a list of active (current) alarms and alerts
and a list of historic alarms and alerts.

3.8 Alerts & Alarms on other screens

Color is used to indicate alerts and alarms to the user and to show bad or uncertain data quality. This provides a
mechanism to trace problematic data and its impact on calculated results.

YELLOW is used for an Alert – this indicates values outside the expected range. For example, an unusually high
temperature reading may trigger an Alert. YELLOW is used for uncertain data quality.

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RED is used for Alarms – this typically indicates some kind of failure or missing data. For example, no data available from
control system. RED is used for bad data quality or a divide by zero error.

3.8.1 Alerts
Alert values are displayed with yellow text/boxes.
This helps the user drill down to the location of the
problem.

In this example, the instrument value in question is

yellow, indicating the value has been validated but is
outside the expected range.

The Measurement Data table also shows

the associated tag name in yellow.
The Model Results table also shows the calculations
affected by this out of range value.

Other affected measurements and calculations are

shown on the unit diagram.

The yellow Alert status is propagated upwards to all

affected areas so that a user on the home screen is
immediately able to “drill” down to understand what is causing the alert (e.g. Area 1 > Unit 3 > Performance > Process
Flow > Exit Temperature).

AMS Performance Advisor uses the intelligence behind the validation and model results to provide color coded KPIs onto
the equipment. You can see examples of this on the previous screens (e.g. the Home Screen).

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AMS Suite: Global Performance Advisor June 2009
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3.8.2 Alarms
Alarm values are displayed with red text/boxes.
This helps the user drill down to the location of the
problem.

In this example the red text indicates an Alarm

status and where the problem is. Here the actual
efficiency is not being calculated.

The HP Section shows the problem and this is seen

in the Section diagram. The other sections do NOT
show red values.

Further checks can be made on the HP section

Process Flow page (see below).

The Alarm is propagated to other affected Tabs.

It can be seen that the Model Results table

indicates the two parameters that show red text are
affected.

These are the two values seen in the HP Section

Efficiency data.

Since there appear to be no validation problems

with measured data, it appears to be a problem
with the calculated values. In this example, closer
examination shows a zero value for measured exhaust pressure, which is causing divide by zero errors in the calculations.

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AMS Suite: Global Performance Advisor June 2009
User Guide

3.9 Configuration

The Configuration screen allows users with

appropriate authority to access user configurable
options to set their preferences.

These include background color and language

settings (where implemented).

Configuration pages are normally very different

for each system and relate closely to customer
requirements.

3.10 Login / Logoff

The Login / Logoff Button allow users to login and out

to user accounts. Different user accounts have different
levels of privileges.

Login / Logoff opens

a small dialog box to
allow a username and
password to be
specified.

There are 3 levels of login privileges –

Operator is the default.
Management and Supervisor provide further levels
access (e.g. allow changes to be made to the fiscal
‘Change Values’ button).

The Exit Button closes AMS Performance Advisor interface (the user would have to restart it from the start menu or
desktop icon).

IMPORTANT NOTE!
Closing the Master Asset Graphics system (a system consists of client stations and one master), will also stop data
gathering and historical functions and prevent client users from accessing the system.
Therefore it is recommended that the Master system remains operational at all time.

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AMS Suite: Global Performance Advisor June 2009
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3.11 Custom Screens

Additional custom screens may be configured

for units on request.

This example shows a temperature spread

graph for a turbine.

Such screens will normally be configured to

be accessed by a secondary Tab under the
main Performance Tab.

3.12 Prediction & Protection Screens

Customers with other AMS Suite components such as AMS Suite: Machinery Health® Manager can benefit from the
integration of Prediction and Protection screens (examples below) which are then available via the PROTECTION and
PREDICTION tabs.

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AMS Suite: Global Performance Advisor June 2009
User Guide

3.13 AMS Suite: Asset Portal Interface

AMS Performance Advisor provides a fully

configurable interface to AMS Asset Portal
which provides a web based view to all your
assets in AMS Suite.

Units being monitored within AMS Performance

Advisor will be displayed within AMS Asset
Portal alongside assets from other data sources.

Summary information from AMS Performance

Advisor Assets will be display under the Assets
Tab.

Detailed information about each unit can also be

viewed in AMS Asset Portal.

Refer to your AMS Asset Portal documentation

for further details.

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