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GIS
To
Schematics
Esri GeoConX
White Paper Presentation
October 19, 2016
PRESENTERS
Peter Zimmermann
• UDC	
  Inc.
• Sr.	
  Project	
  Manager	
  – GIS	
  data
• Over	
  25	
  years	
  gas	
  and	
  electric	
  utility	
  
project	
  management	
  experience
• Working	
  with	
  PG&E	
  for	
  over	
  3	
  years
• Project	
  Manager	
  for	
  Schematics	
  project
Robert Smith
• Pacific	
  Gas	
  and	
  Electric
• Electric	
  Distribution	
  Lead	
  -­‐ Business	
  
Operations	
  Support
• Over	
  31	
  years	
  with	
  PG&E
• GIS	
  Implemented	
  2013
• PG&E	
  business	
  requirements	
  lead	
  -­‐
Schematics	
  project
PG&E – WHO WE ARE
ü Pacific	
  Gas	
  and	
  Electric	
  Company	
  was	
  incorporated	
  in	
  California	
  in	
  1905
ü There	
  are	
  approximately	
  20,000	
  employees	
  who	
  carry	
  out	
  Pacific	
  Gas	
  
and	
  Electric	
  Company's	
  primary	
  business—the	
  transmission	
  and	
  
delivery	
  of	
  energy	
  
ü The	
  company	
  provides	
  natural	
  gas	
  and	
  electric	
  service	
  to	
  approximately	
  
15	
  million	
  people	
  throughout	
  a	
  70,000-­‐square-­‐mile	
  service	
  area	
  in	
  
northern	
  and	
  central	
  California.	
  
ü Pacific	
  Gas	
  and	
  Electric	
  Company	
  and	
  other	
  utilities	
  in	
  the	
  state	
  are	
  
regulated	
  by	
  the	
  California	
  Public	
  Utilities	
  Commission,	
  created	
  by	
  the	
  
state	
  Legislature	
  in	
  1911.	
  
PG&E	
  – SERVICE TERRITORY
• Service	
  area	
  stretches	
  from	
  Eureka	
  in	
  the	
  
north	
  to	
  Bakersfield	
  in	
  the	
  south
• 2.4	
  Million	
  Wood	
  Poles
• More	
  than	
  141,215	
  circuit	
  miles	
  of	
  
electric	
  lines	
  (over	
  120,000	
  of	
  Overhead)
• More	
  than	
  42,141	
  miles	
  of	
  natural	
  gas	
  
pipelines.	
  
• 5.3	
  million	
  electric	
  &	
  4.3	
  million	
  gas	
  
customer	
  accounts.
BACKGROUND INFO
PG&E	
  GIS	
  Infrastructure
• ArcGISArcFM Desktop	
  10.2.1	
  – 5	
  Citrix	
  Servers	
  
• ArcGIS	
  Server/ArcFM Server	
  10.2.1	
  – 7	
  servers	
  	
  -­‐
84	
  cpus
• Oracle	
  RDBMS	
  – 2	
  node	
  RAC
• ArcGIS	
  Desktop	
  Schematics	
  – 4	
  Citrix	
  servers
• SAP	
  Enterprise	
  Asset	
  Management
• IVARA	
  Inspection	
  &	
  Maintenance	
  Management
• ArcFM CM/UFM	
  
• Ventyx Network	
  Manager	
  OMS
• Ventyx Field	
  Service	
  MWM
• CYMEDist Distribution	
  Planning	
  System
• Oracle	
  CC&B	
  CIS
• Documentum	
  Content	
  Management	
  System
• AutoCAD	
  Estimating,	
  Design,	
  Drafting
• Transformer	
  Load	
  Management	
  (TLM)
• Distributed	
  Energy	
  Resource	
  Management	
  
(ENOS)
• Engineering	
  Settings
• Feeder	
  Device	
  Information	
  /	
  Fault	
  Duty,	
  I-­‐
BAL	
  (FDI)
• SAP	
  BO	
  Data	
  Warehouse
WHAT IS THE SCHEMATICS PRODUCT
• Esri extension	
  that	
  works	
  with	
  ArcGIS/ArcFM
• For	
  PG&E	
  it	
  provides	
  primary	
  circuit	
  system	
  representation
• Easy	
  to	
  read;	
  quick	
  reference	
  for	
  primary	
  equipment
• Graphic	
  Data	
  is	
  housed	
  as	
  diagrams	
  in	
  a	
  standalone	
  database
• Annotation	
  is	
  kept	
  with	
  the	
  GIS	
  feature	
  as	
  an	
  added	
  anno	
  class
• Also	
  applicable	
  to	
  gas	
  systems
GIS AND SCHEMATICS VIEW
BUSINESS CASE FOR SCHEMATICS
• Replace	
  current	
  Cadd based	
  circuit	
  maps
• Integrate	
  with	
  GIS	
  to	
  make	
  schematics	
  closer	
  to	
  real	
  time	
  
• Help	
  support	
  switching in	
  the	
  OMS	
  system
• Ability	
  to	
  plot	
  as	
  needed	
  
SCHEMATIC DESIGN OBJECTIVES
• Try	
  to	
  stay	
  with	
  a	
  COTS	
  solution	
  as	
  much	
  possible
• Create	
  symbology familiar	
  to	
  current	
  users
• Colorize	
  conductor	
  features	
  by	
  circuit	
  number
• Provide	
  a	
  product	
  that	
  can	
  be	
  distributed	
  using	
  the	
  internet	
  
(Web	
  Viewer)
• Keep	
  up	
  to	
  date	
  using	
  the	
  GIS	
  editing	
  process
• Keep	
  it	
  easy	
  to	
  maintain	
  the	
  generated	
  schematics
• Keep	
  features	
  relative	
  to	
  the	
  major	
  land	
  features	
  	
  (geo-­‐schematic)
CONVERSION TASKS
• Convert	
  existing	
  GIS	
  data	
  into	
  Schematics	
  diagrams	
  using	
  schematic	
  
engine,	
  and	
  model	
  rule	
  definitions
• Adjust	
  graphics	
  and	
  annotation	
  for	
  over	
  4,200	
  -­‐ 500	
  scale	
  and	
  100	
  -­‐ 50	
  
scale	
  diagrams	
  using	
  predefined	
  specifications	
  and	
  schematic	
  edit	
  tools	
  
• Adjust	
  graphics	
  to	
  create	
  a	
  geo	
  schematic
• Edgematch at	
  all	
  diagram	
  boundaries
• Ensure	
  all	
  annotation	
  is	
  associated	
  to	
  the	
  correct	
  features	
  and	
  perform	
  
general	
  white	
  space	
  management
CONVERSION
BEFORE AFTER
CONVERSION
BEFORE
• Generated	
  by	
  the	
  
Schematics	
  processing	
  
tool
CONVERSION
AFTER
• Edit	
  using	
  Schematics	
  
editing	
  tools
• Tech	
  uses	
  GIS	
  view	
  to	
  
help	
  with	
  schematic	
  
placements
CHALLENGES
• Convert	
  and	
  clean–up	
  4,200	
  diagrams	
  on	
  an	
  aggressive	
  schedule
• Managing	
  the	
  GIS	
  based	
  annotation	
  during	
  the	
  conversion	
  process
• Provide	
  a	
  consistent	
  looking	
  product	
  across	
  all	
  regions
• All	
  diagrams	
  were	
  edgematched
• Address	
  dense	
  areas	
  (UG)	
  and	
  maintain	
  general	
  geo	
  positioning
• 50	
  scale	
  diagrams
• “Blow	
  up”	
  tight	
  areas	
  
• Come	
  up	
  with	
  a	
  strategy	
  to	
  deal	
  with	
  extremely	
  dense	
  areas	
  such	
  as	
  
San	
  Francisco	
  (Multi-­‐view)
MULTI-VIEW SOLUTION
(OMS)
• Separate	
  views	
  for	
  Radial,	
  Tie	
  and	
  Network	
  Conductors
• Users	
  are	
  able	
  to	
  toggle	
  between	
  views	
  on	
  the	
  fly	
  
RADIAL TIE NETWORK
MAINTAINING THE SCHEMATIC DATA
CHALLENGES
• Only	
  capture	
  GIS	
  changes	
  that	
  affect	
  schematics	
  
features	
  model	
  
(Change	
  detection	
  tools)
• Create	
  a	
  repository	
  so	
  no	
  Schematic	
  edit	
  is	
  missed	
  
(Geo	
  processing	
  tools)
• Create	
  an	
  Schematic	
  editing	
  environment	
  
(Check-­‐out/Check	
  in	
  tools)	
  
• Keep	
  current	
  with	
  GIS	
  
MAINTAINING THE SCHEMATIC DATA
MAINTAINING THE SCHEMATIC DATA
SUP	
  – Schematic	
  Update	
  Polygon
Features	
  that	
  were	
  edited	
  in	
  GIS
(shows	
  the	
  positioning	
  in	
  the	
  GIS)	
  
SIP	
  – Schematic	
  Interactive	
  Polygon
Area	
  to	
  be	
  cleaned	
  up	
  in	
  Schematics
diagram(s)
SUPS AND SIPS
SAMPLE SUPS
LIGHT HEAVY
SAMPLE SUPS
BEFORE AFTER
SAMPLE SUPS
BEFORE
SAMPLE SUPS
AFTER
ACCOMPLISHMENTS
• Over	
  4,200	
  diagrams	
  converted	
  and	
  cleaned	
  by	
  UDC
• Successful	
  publication	
  to	
  PG&E	
  Webviewer
• Implemented	
  schematic	
  view	
  within	
  the	
  DMS	
  application	
  (OMS)
• Schematic	
  updates	
  within	
  48	
  hours	
  of	
  GIS	
  change
• Over	
  30,000	
  SUPs	
  processed	
  annually	
  by	
  UDC
WHAT MADE THIS POSSIBLE
• Substantial	
  and	
  continued	
  support	
  from	
  PG&E	
  stakeholders	
  and	
  
management
• Close	
  coordination	
  between	
  multiple	
  teams	
  at	
  	
  PG&E,	
  ESRI,	
  UDC	
  
and	
  IBM
• Critical	
  design	
  input	
  from	
  many	
  PG&E	
  departments
• Solid	
  project	
  management	
  provided	
  by	
  all	
  parties	
  during	
  
conversion	
  and	
  SUP	
  maintenance
[720]	
  733-­‐8862
www.udcus.comServices for the digital utility

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GIS to Schematics - The Data Exchange

  • 1. GIS To Schematics Esri GeoConX White Paper Presentation October 19, 2016
  • 2. PRESENTERS Peter Zimmermann • UDC  Inc. • Sr.  Project  Manager  – GIS  data • Over  25  years  gas  and  electric  utility   project  management  experience • Working  with  PG&E  for  over  3  years • Project  Manager  for  Schematics  project Robert Smith • Pacific  Gas  and  Electric • Electric  Distribution  Lead  -­‐ Business   Operations  Support • Over  31  years  with  PG&E • GIS  Implemented  2013 • PG&E  business  requirements  lead  -­‐ Schematics  project
  • 3. PG&E – WHO WE ARE ü Pacific  Gas  and  Electric  Company  was  incorporated  in  California  in  1905 ü There  are  approximately  20,000  employees  who  carry  out  Pacific  Gas   and  Electric  Company's  primary  business—the  transmission  and   delivery  of  energy   ü The  company  provides  natural  gas  and  electric  service  to  approximately   15  million  people  throughout  a  70,000-­‐square-­‐mile  service  area  in   northern  and  central  California.   ü Pacific  Gas  and  Electric  Company  and  other  utilities  in  the  state  are   regulated  by  the  California  Public  Utilities  Commission,  created  by  the   state  Legislature  in  1911.  
  • 4. PG&E  – SERVICE TERRITORY • Service  area  stretches  from  Eureka  in  the   north  to  Bakersfield  in  the  south • 2.4  Million  Wood  Poles • More  than  141,215  circuit  miles  of   electric  lines  (over  120,000  of  Overhead) • More  than  42,141  miles  of  natural  gas   pipelines.   • 5.3  million  electric  &  4.3  million  gas   customer  accounts.
  • 5. BACKGROUND INFO PG&E  GIS  Infrastructure • ArcGISArcFM Desktop  10.2.1  – 5  Citrix  Servers   • ArcGIS  Server/ArcFM Server  10.2.1  – 7  servers    -­‐ 84  cpus • Oracle  RDBMS  – 2  node  RAC • ArcGIS  Desktop  Schematics  – 4  Citrix  servers • SAP  Enterprise  Asset  Management • IVARA  Inspection  &  Maintenance  Management • ArcFM CM/UFM   • Ventyx Network  Manager  OMS • Ventyx Field  Service  MWM • CYMEDist Distribution  Planning  System • Oracle  CC&B  CIS • Documentum  Content  Management  System • AutoCAD  Estimating,  Design,  Drafting • Transformer  Load  Management  (TLM) • Distributed  Energy  Resource  Management   (ENOS) • Engineering  Settings • Feeder  Device  Information  /  Fault  Duty,  I-­‐ BAL  (FDI) • SAP  BO  Data  Warehouse
  • 6. WHAT IS THE SCHEMATICS PRODUCT • Esri extension  that  works  with  ArcGIS/ArcFM • For  PG&E  it  provides  primary  circuit  system  representation • Easy  to  read;  quick  reference  for  primary  equipment • Graphic  Data  is  housed  as  diagrams  in  a  standalone  database • Annotation  is  kept  with  the  GIS  feature  as  an  added  anno  class • Also  applicable  to  gas  systems
  • 8. BUSINESS CASE FOR SCHEMATICS • Replace  current  Cadd based  circuit  maps • Integrate  with  GIS  to  make  schematics  closer  to  real  time   • Help  support  switching in  the  OMS  system • Ability  to  plot  as  needed  
  • 9. SCHEMATIC DESIGN OBJECTIVES • Try  to  stay  with  a  COTS  solution  as  much  possible • Create  symbology familiar  to  current  users • Colorize  conductor  features  by  circuit  number • Provide  a  product  that  can  be  distributed  using  the  internet   (Web  Viewer) • Keep  up  to  date  using  the  GIS  editing  process • Keep  it  easy  to  maintain  the  generated  schematics • Keep  features  relative  to  the  major  land  features    (geo-­‐schematic)
  • 10. CONVERSION TASKS • Convert  existing  GIS  data  into  Schematics  diagrams  using  schematic   engine,  and  model  rule  definitions • Adjust  graphics  and  annotation  for  over  4,200  -­‐ 500  scale  and  100  -­‐ 50   scale  diagrams  using  predefined  specifications  and  schematic  edit  tools   • Adjust  graphics  to  create  a  geo  schematic • Edgematch at  all  diagram  boundaries • Ensure  all  annotation  is  associated  to  the  correct  features  and  perform   general  white  space  management
  • 12. CONVERSION BEFORE • Generated  by  the   Schematics  processing   tool
  • 13. CONVERSION AFTER • Edit  using  Schematics   editing  tools • Tech  uses  GIS  view  to   help  with  schematic   placements
  • 14. CHALLENGES • Convert  and  clean–up  4,200  diagrams  on  an  aggressive  schedule • Managing  the  GIS  based  annotation  during  the  conversion  process • Provide  a  consistent  looking  product  across  all  regions • All  diagrams  were  edgematched • Address  dense  areas  (UG)  and  maintain  general  geo  positioning • 50  scale  diagrams • “Blow  up”  tight  areas   • Come  up  with  a  strategy  to  deal  with  extremely  dense  areas  such  as   San  Francisco  (Multi-­‐view)
  • 15. MULTI-VIEW SOLUTION (OMS) • Separate  views  for  Radial,  Tie  and  Network  Conductors • Users  are  able  to  toggle  between  views  on  the  fly   RADIAL TIE NETWORK
  • 16. MAINTAINING THE SCHEMATIC DATA CHALLENGES • Only  capture  GIS  changes  that  affect  schematics   features  model   (Change  detection  tools) • Create  a  repository  so  no  Schematic  edit  is  missed   (Geo  processing  tools) • Create  an  Schematic  editing  environment   (Check-­‐out/Check  in  tools)   • Keep  current  with  GIS  
  • 18. MAINTAINING THE SCHEMATIC DATA SUP  – Schematic  Update  Polygon Features  that  were  edited  in  GIS (shows  the  positioning  in  the  GIS)   SIP  – Schematic  Interactive  Polygon Area  to  be  cleaned  up  in  Schematics diagram(s) SUPS AND SIPS
  • 23. ACCOMPLISHMENTS • Over  4,200  diagrams  converted  and  cleaned  by  UDC • Successful  publication  to  PG&E  Webviewer • Implemented  schematic  view  within  the  DMS  application  (OMS) • Schematic  updates  within  48  hours  of  GIS  change • Over  30,000  SUPs  processed  annually  by  UDC
  • 24. WHAT MADE THIS POSSIBLE • Substantial  and  continued  support  from  PG&E  stakeholders  and   management • Close  coordination  between  multiple  teams  at    PG&E,  ESRI,  UDC   and  IBM • Critical  design  input  from  many  PG&E  departments • Solid  project  management  provided  by  all  parties  during   conversion  and  SUP  maintenance