Create an SQC analysis template

In PI System Explorer, you can create an SQC analysis template for an element template.

1. In the navigator, click Library.

2. In the Library browser, select the element template where you want to create the analysis template.

3. In the viewer, click the Analysis Templates tab.

   The tab lists any analysis templates already defined for the element template.

4. Create a new analysis template for the element template:

   • If no analysis templates exist, click Create a new analysis template to create the first one.

   • Otherwise, click New Analysis Template to create a new one.

5. Enter information to identify the analysis:

   • Name

     The name that uniquely identifies this analysis.

   • Description

     Optional text that describes the analysis.

   • Categories

     Optional category that you can assign to the analysis. Click the list and select the check box next to categories you want to assign or click New to create a new category.

   • Analysis Type

     Click SQC.

6. Optional. Clear the Enable analyses when created from template check box so that the analysis is created in Disabled status.

   By default, a new analysis will be created with Enabled status. You must clear the option if you do not want to start the analysis when created.

7. Optional. Select an example element.

8. Provide the inputs for the SQC pattern test. All these inputs should be attribute templates previously defined in your PI System.

   1. In the Source field, select the PI AF attribute template that provides the data for the pattern test.

   2. In the Upper Control Limit and Lower Control Limit fields, select the PI AF attribute template that provides the data for the largest and smallest limits on the dimension of the data being tested.

   3. In the Center Line field, select the PI AF attribute template that provides the normal or ideal value of the data.

9. Choose the output of your analysis as either Event Frame or AF attribute.

   If you choose Event Frame, select an event frame template. If you choose AF attribute, you can either choose from a list, or create a new attribute template. SQC Analysis rule automatically creates an enumeration set named SQC Enumeration. This enumeration set has the same values used in Data Archive SQC DigitalState set so that continuity with the existing Data Archive is preserved. SQC Enumeration is created when: 1) you map the output to a new AF attribute, 2) this or another enumeration set with the required name and values does not already exist and 3) you have the right to create enumeration sets.

   AF attribute output defaults to a string attribute if the aforementioned conditions are not met.

10. Optional. Generate a root-cause event frame for every event frame that the analysis generates.

    A root-cause event frame captures asset data, which can help you analyze conditions just before the start of the event frame.

    1. From the Advanced Event Frame Settings menu, select Generate Child Root Cause Event Frame Before Parent Event Frame Starts.

    2. In the Duration field, enter the length of the root-cause event frame.

       The root-cause event frame starts this long before the generated parent event.

       Note: The root-cause event frame is created only for the first instance, not for each time that the trigger is True.

11. Optional. Map a start trigger name and start trigger expression to an event frame attribute.

    1. From the Advanced Event Frame Settings window, select Save start trigger name to event frame attribute and then select an attribute template on the event frame template to which the start trigger name is saved.

    2. From the Advanced Event Frame Settings window, select Save start trigger expression to event frame attribute and then select an attribute template on the event frame template to which the start trigger expression is saved.

    The start trigger name and start trigger expression can now be seen on generated event frames, on the selected attributes.

12. Enter SQC pattern test information.

    1. Select the check box for each SQC pattern test that you wish to apply to your data.

    2. In the X of Y column, select appropriate numerical values for X and Y for each selected pattern test that requires this input.

       Specify the number of values X out of a number of sampled values Y that can be above or below the corresponding pattern test limits.

       Patterns (X and Y values) suggested by Western Electric are shown by default.

       Note: X may not be greater than Y.

    3. Select the Limit as Above, Below or Both, for each selected pattern test.

       By default, tests are applied on both sides of the center line.

13. Optional. Select the Clear on Control Limit Change check box.

    With Clear on Control Limit Change selected, if any of the control limits changes, asset analytics resets the state of a running SQC calculation, and the SQC calculation is restarted with the changed values. In addition, associated open event frames are closed before the calculation is resumed.

    With Clear on Control Limit Change not selected, the calculation simply proceeds using the changed values for the control limits.

    If all selected SQC tests pass, the Output Value field displays "Normal". If some tests fail, the Output Value field shows the highest priority test that failed. Changing any of the SQC inputs will clear the Output Value field.

14. Optional. Click Evaluate to verify the output values at both Value at Last Trigger and Value at Evaluation times.

    If all selected SQC tests pass, the Output Value field displays "Normal". If some tests fail, the Output Value field shows the highest priority test that failed. Changing any of the SQC inputs will clear the Output Value field.

15. Specify scheduling for the analysis. See Analysis scheduling.

16. Click Check In on the toolbar to save the analysis template to the PI AF server and to create the analysis for any element based on the element template.