4.0 PI ProcessBook
Copyright © 2010 OSIsoft, Inc.
What is PI ProcessBook?
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Standalone software that allows users to create
dynamic, interactive graphical displays featuring
real-time PI and non-PI data.
Displays can show:
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Schematic or realistic process flow diagrams
Values
Trends and plots
And more
PI ProcessBook also includes Visual Basic for
Application (VBA) as a development environment
Copyright © 2010 OSIsoft, Inc.
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Standard Windows Structure

PI ProcessBook uses a standard Windows type
environment that make functions accessible from:


Menus
Toolbars
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PI ProcessBook Modes
•
Browse PI
ProcessBook
(Workbook)
elements
•
Build or Edit PI
ProcessBook
(Workbook)
elements
•
Visualize already
created displays
•
Add or Modify
elements to/from a
display
•
Change mode by
selecting Tools >
Build or clicking on
(
) of the
•
•
Display Navigation
Run
Mode
Build
Mode
Change mode by
selecting Tools >
Run or clicking on
(
) of the
Drawing toolbar.
Drawing toolbar.
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3.2.1 Trend Navigation
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Trend Viewing Options
These functions can used only in
Run (
) mode only
 Full screen graphic display
 Zoom In/Out on a trend
 Change the vertical axis scale
 Change the time period
displayed
 Trend cursors
 Show/Hide data traces
 Tooltip statistics
 Show Details and Annotations
 Revert to original configuration
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Full Screen


(
Run mode only)
Double-Click in Run ( ) mode to activate
Double-Click again to deactivate
Too small?
Double-Click on it
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Zoom
(
Run mode only)

Drag a rectangle within the trend boundary

Use revert (
) to return to original definition
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Change Time Range


Run mode only)
Zoom function previously described
“One time period forward – backward” functions at
the bottom of the trend:


(
Browses one time period forward or backward and
accesses the appropriate archived data
Use the scroll bar:
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Trend Cursors

(
Run mode only)
Activates a cursor to display the exact value at one
(or more) given time(s). Set one by using ( ).
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Data Traces


(
Run mode only)
Traces can shown or hidden by clicking on the tag
name in the legend or Right-click on Trend > Trend
Traces
Traces can shown or hidden individually or all at
once
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Revert to Original Configuration


(
Run mode only)
Select View > Revert or click on the ( )
button to get back to the original display
The changes made in View mode are only
temporary and will not change the original
configuration
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(
Trends (Ad-Hoc)


Run mode only)
In Run mode, there are 2 ways to create a trend:

In the current window, select one or many values, click
on (
) then draw a rectangle to display the trend

In a new window, select one or many values, then click
on (
) to create an Ad-Hoc trend
It is possible to save the new window as a Display
Copyright © 2010 OSIsoft, Inc.
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Unavailable Data
Render of unavailable data through elements
 Trend shows nothing
 Dynamic Value shows No Data
 Trend Cursor shows No Data
 Bar Graph shows diagonal lines
 Multi-state symbol shows the user defined Bad data
color
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Status Bar
The status bar at the bottom of the window shows:
1.
2.
3.
4.
Time Zone
Layers
Status Report
Default Line / Fill / Background color for an element
1
2 3 4
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Status Report

A status report can be accessed on the status
bar at the bottom of the screen
Double-click on this
icon to access the
status report
All of the dynamic elements on the display
are updating
At least one dynamic element in the display is
reporting bad data (or a shutdown status)
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Status Report


The status report presents all of the dynamic
elements on the display along with their associated
tag
An error message will appear for every dynamic
element in error
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Statistics

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(
Run mode only)
Hovering the mouse cursor over an objects
presents tooltip statistics
Present statistics for the longest time range
specified by an element in your display
Statistics are:





Average
Minimum and
Maximum
Count
Range
Pop. Std Deviation
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Show Details and Annotations

(
Run mode only)
At any moment you can visualize:

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compressed data
statistics
point attributes
annotations
from a dynamic element presented on
your display

Data, statistics or attributes can be
exported to a file or copied to clipboard

Write annotation directly from a display

Details window is driven by selections in
your display
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Show Details and Annotations - Data
Select the Data option
1.
Refresh data grid
2.
Increase or decrease fonts
from data grid
3.
Export data to .TXT or
.CSV file
4.
Copy to clipboard
5.
Select point to get data
from among the list of all
points belonging to the
current display
Copyright © 2010 OSIsoft, Inc.
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1 2 3 4
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Show Details and Annotations - Annotations
You can write many annotations for
a specific event
1.
Enter you annotation
2.
Determine the type, it can be:

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3.
4.
5.
6.
4
5 6
1
2
3
String
Integer
Float
Array
File
And more
Enter a description
Save the annotation
Delete selected annotation
Import/Export a file into/from the
annotation
Copyright © 2010 OSIsoft, Inc.
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Show Details and Annotations - Statistics
Select the Statistics option to
visualize results

Statistics are calculated for
a time range

Elements presenting a
single value use a time
range equals to :


The outermost past time
boundary of all elements
belonging to current display
To now
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Notifications


PI ProcessBook integrates PI Notifications related to your
current user (Windows user)
Select View > Notifications
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Symbol Library
The (
(
Build mode only)
) button allows access to a library of symbols
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Dynamic elements
Copyright © 2010 OSIsoft, Inc.
Dynamic Elements

The following dynamic elements can be added to
a display:
Trends
X-Y Plots
Bar Graphs
Dynamic Values
Multi-State Symbols
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Dynamic Elements

The dynamic elements will change in real time
according to the value of their associated tag
Level: 31.22
11/05/2006 10:56:15 AM
Level: 92.63
Copyright © 2010 OSIsoft, Inc.
11/05/2006 10:58:07 AM
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Examples of a Bar Graph
Fill color
Background color
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Dynamic Values
(
Build mode only)
A Dynamic Value shows the tag’s current or
past value.

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Show or not the tag name (and where)
Show or not the timestamp (and where)
Show or not the engineering units
Copyright © 2010 OSIsoft, Inc.
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Statistics


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(
Build mode only)
Hovering the mouse cursor over an objects presents
tooltip statistics
Present the object’s associated point current value
If the object is multi-state, it also presents the
current step
Copyright © 2010 OSIsoft, Inc.
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Multi-State Objects

(
Build mode only)
Objects that change state based upon user
defined values.
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Bar Graphs
Dynamic Values
Shapes
Symbols from the library
Copyright © 2010 OSIsoft, Inc.
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3.5.1 PI Calculation
Copyright © 2010 OSIsoft, Inc.
PI Performance Equation Syntax
Mathematical Functions and Operators
Expressions can use…
Mathematical
operators
Mathematical
functions
Mathematical
functions
+
cos()
exp()
-
sin()
And more…
abs()
*
tan()
/
log()
^
log10()
int()
atn()
sqr()
sgn()
Copyright © 2010 OSIsoft, Inc.
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PI Performance Equation Syntax
Built-in Functions

Examples of built-in functions:
• % of time tag has good values
PctGood()
Range()
• Range of min to max
StDev()
• Time-weighted standard deviation
TagAvg()
• Time-weighted average
TagMean()
• Event-weighted average
TagMax()
• Maximum value in period
TagMin ()
• Minimum value in period
TagTot()
• Time integral over a period
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Operators in Performance Equation
An expression can use If-Then-Else, relational and
logical operators

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Syntax: IF expr0 THEN expr1 ELSE expr2
Example: IF ‘Tag1’ >= 50 AND ‘Tag2’ < 125
THEN “under limit” ELSE “good”
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Data Sets Dialog Box
1
1. In PI ProcessBook
• Tools > Data Sets… >
New > PI Calculation
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PI Calculation Data Sets
2. Define
calculation
• Set PE equation
2
3. Set Calculation
interval
• Use predefined interval
or,
• Set a custom interval
3
4. Set Column
Name
4
5
5. Define refresh
interval
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PI Calculation Data Sets
User Entered
Calculation
Common
Calculations
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PI Calculation Data Set
Column Label
appears as the first
selection in the
available
calculations.
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Using Data Sets
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3.5.3 AF2 Data Set
Copyright © 2010 OSIsoft, Inc.
What is AF Asset Model?

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
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Allows users to organize and structure PI
data and other data (like reactors,
transformers, meters, etc.)
Is based on Element representing a useroriented object
Element can contain attributes
All information are stored in the PI
Analysis Framework Database (AF)
 Permits to use AF as a common
source of data, properties and
configuration
Information from AF are available through
AF2 Data Set in PI ProcessBook
Copyright © 2010 OSIsoft, Inc.
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ProcessBook Dynamic elements

The dynamic elements will change in real time
according to the value of their associated
element’s attribute


Instead of referencing a point it uses a AF2
element’s attribute
Result will be modified by the unit of measure
(UOM) chosen
Copyright © 2010 OSIsoft, Inc.
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AF2 Data Set


Use AF2 Data Set
to present data
from your model
AF2 property /
attribute can be
used with:

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


Trends
XY plot
Multi-State shapes
Dynamic values
Bars
Copyright © 2010 OSIsoft, Inc.
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Dynamic Elements using AF2 Data Set
1
1. Change to AF Data Set
• Choose AF2 Data Set
instead of Tag Search one
2. Find the element
2
• Browse the hierarchy or
use the search dialog box
3. Choose the attribute
• Select the attribute
• Modify the UOM
• Set the Use the PIPoint
directly option
4
3
4. Format the display
• Formatting the number
• Show name
• Show timestamp
Copyright © 2010 OSIsoft, Inc.
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Conclusion
“By using PI, we have been able to see what we guessed
was happening. We have been able to validate our ideas
and turn them into substantive savings. In our case,
10% of our operations budget.”
Chilkoot Ward
Director of Utilities
University of Alaska (Power Generation)
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