Esri GeoConX 2016 White Paper Presentation by Peter Zimmermann of UDC Inc. and Robert Smith of Pacific Gas & Electric. While recently converting their electric distribution sources, PG&E included an initiative to convert their GIS data into a standalone ArcSchematics model. The schematics model was developed to support the engineering group as well as PG&E‘s DMS outage management system and was tailored to provide a geo-schematic representation following major roadways to enhance locating of key primary system features. Software was developed to allow daily GIS updates to feed the schematics model directly thus greatly reducing latency between the two systems. Maintenance of schematics consists of daily executed minor whitespace management edits ensuring ease of use.

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

7. GIS AND SCHEMATICS VIEW

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

11. CONVERSION
BEFORE AFTER

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

17. MAINTAINING THE SCHEMATIC DATA

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

19. SAMPLE SUPS
LIGHT HEAVY

20. SAMPLE SUPS
BEFORE AFTER

21. SAMPLE SUPS
BEFORE

22. SAMPLE SUPS
AFTER

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

25. [720]
733-­‐8862
www.udcus.comServices for the digital utility