Training Guide - merlin

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Mastering MERLIN…

A Training Guide for the



Version 5.
6
.
0
8


Mastering Merlin


Version 5.6.0
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ii

Table of Contents

Introduction

................................
................................
................................
............

1

Setup
................................
................................
................................
........................

3

System Requirements
................................
................................
................................
.............................

3

Installation Process

................................
................................
................................
................................

3

Init
ializing Program

................................
................................
...............................

4

Starting

................................
................................
................................
................................
.....................

4

Login Screen

................................
................................
................................
................................
............

4



Security Screen

................................
................................
................................
...........................
6



Pseudo NIINs
................................
................................
................................
...............................
7



UIC Information

................................
................................
................................
...........................
8



Allowance Models

................................
................................
................................
.....................

12

Program Basics
................................
................................
................................
....

13

Main Menu

................................
................................
................................
................................
..............

13

File

................................
................................
................................
................................
...........................

13



Select UIC
................................
................................
................................
................................
..

13

Configuration
................................
................................
................................
........

14

Configuration Input Screens

................................
................................
................................
................

14



Configuration

................................
................................
................................
............................

14



Manufacturer

................................
................................
................................
.............................

22



XRIC

................................
................................
................................
................................
..........

23



LSD Reference F
ile
................................
................................
................................
....................

24

Configuration Imports
................................
................................
................................
...........................

25



CSA

................................
................................
................................
................................
...........

25



SDIF
................................
................................
................................
................................
...........

27



IUID Import

................................
................................
................................
................................

28

Configuration Tools

................................
................................
................................
..............................

30



Configuration Rollover

................................
................................
................................
..............

30

Configuration Reports

................................
................................
................................
..........................

32



RIC Hull Compari son

................................
................................
................................
.................

32



HSC Hull Comparison

................................
................................
................................
...............

33



IUID Candidates Report

................................
................................
................................
.............

34

Parts/Equipage

................................
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................................
.....

36

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LSI Input Screen
s

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................................
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................................
..

36



Parts Input Screen
................................
................................
................................
.....................

36



APL/AEL Copy
................................
................................
................................
...........................

57



LSI Associated
Data Screen

................................
................................
................................
......

58



BRF Population

................................
................................
................................
.........................

58

Imports
................................
................................
................................
................................
....................

60



Parts (ICAPS/Win
MASP) Import

................................
................................
................................

60



HAYSTACK Import

................................
................................
................................
....................

63

Parts Export

................................
................................
................................
................................
...........

65



Parts (IC
APS/WinMASP)

................................
................................
................................
............

65

Parts Reports

................................
................................
................................
................................
.........

66



RIC Import Comparison
................................
................................
................................
.............

66



AP
L Components

................................
................................
................................
......................

67



036 Comparison

................................
................................
................................
........................

67



Hazardous Material
................................
................................
................................
....................

67



NI
IN Cross Reference

................................
................................
................................
................

68

Status Tracking

................................
................................
................................
....

69

LSI Tracking

................................
................................
................................
................................
...........

69



PTD/L
SI Tracking Screen

................................
................................
................................
..........

69



PTD/LSI Tracking Reports

................................
................................
................................
.........

70



LSI Hull Comparison Report
................................
................................
................................
......

76

Logistic Support Documentation Status Reporting
................................
................................
..........

77



Convert SCLSIS/SHIPCLIP Screen

................................
................................
............................

77



LSD Data Entry Scre
en

................................
................................
................................
..............

78



LSD Change Package Screen

................................
................................
................................
....

80



LSD APL Data Entry Screen

................................
................................
................................
......

81



Logi stic Support Documents Report

................................
................................
.........................

82

Reports

................................
................................
................................
..................

86

COSAL Reports

................................
................................
................................
................................
.....

86



COSAL Part I

................................
................................
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.............................

86



COSAL Part II

................................
................................
................................
............................

87



Validate Data

................................
................................
................................
.............................

88



Part Number Validation

................................
................................
................................
.............

88



Validation Aid

................................
................................
................................
............................

91



LSD Validation
................................
................................
................................
...........................

92



IUID Validation
................................
................................
................................
...........................

93

User Defined

................................
................................
................................
................................
..........

95

Edit
................................
................................
................................
..........................

96



Find and Repla
ce
................................
................................
................................
.......................

96

Tools

................................
................................
................................
.......................

97



Browse Tables
................................
................................
................................
...........................

97

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Error Processing

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.......................

97



Transaction Tracking Log

................................
................................
................................
.........

97



Transaction Tracking Archive

................................
................................
................................
...

97



Pack a
nd Reindex
................................
................................
................................
......................

99



Export Primary Data Files
................................
................................
................................
........

100



Alt Part Cleanup

................................
................................
................................
......................

102



NIIN Supercede

................................
................................
................................
.......................

103

Allowance

................................
................................
................................
.............
105

Preparation
................................
................................
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................................
...........

105



Batch NIINs

................................
................................
................................
.............................

105



Update AEL Column Quantities
................................
................................
...............................

105



Update Conversion Factors
................................
................................
................................
.....

106



NIIN Reference Update

................................
................................
................................
............

106



Reconciliation Report
................................
................................
................................
..............

109

Calculate Spares
................................
................................
................................
................................
..

109



Generate Buylist
................................
................................
................................
......................

109



Browse (Buylist) Allowances
................................
................................
................................
...

111

Allowance Exports

................................
................................
................................
..............................

112



IF1

................................
................................
................................
................................
...........

112



Q30

................................
................................
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................................
..........

112

Allowance Reports

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................................
................................
..............................

113



AR/SEL & Deviation
................................
................................
................................
.................

113



Buyli st Compari son
................................
................................
................................
.................

114



Buyli st Review
................................
................................
................................
.........................

116



Buyli st Archive Comparison

................................
................................
................................
...

117

Allowance Screens
................................
................................
................................
..............................

118



AR/SEL Screen

................................
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................................
........................

118



Deviations

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...............................

120



Allowance Rollover

................................
................................
................................
.................

122



Allowance/Cost Summary

................................
................................
................................
.......

122

CDM/Ship

................................
................................
................................
............
124

ShipCLIP

................................
................................
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...............

124



ShipCLIP Export

................................
................................
................................
......................

124



Validate ShipCLIP Reports

................................
................................
................................
......

125

CDM

................................
................................
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.......................

127



SCLSIS Export
................................
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.........................

127

Help

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......................
129



Training Guide
................................
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.........................

129



Modification/Maintenance Listing
................................
................................
............................

129



About MERLIN

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.........................

129


Mastering Merlin


Version 5.6.0
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1

Introduction

MERLIN combines the following processes:
Configuration Management, Logistic
Support Information (LS
I
),
Logistic Support Document

(
LSD/
LSDSR
)
Status Reporting
Informati
on,
and Allowance Development.

This allows the user to have full visibility of
logistics data in a single point of entry database environment. Additionally, MERLIN
links to the Real
-
time Outfitting Management Information System (ROMIS) Material
Management

System (MMS) to view acquisition data for Storeroom Items (SRI) and
Operating Space Items (OSI).



CONFIGURATION MANAGEMENT: There are a variety of methods to
populate MERLIN with ship configuration data. A user may import the baseline
from ROMIS CSA files,

Ship Configuration Logistic Support Index System
(SCLSIS) V09 format
,

or input the data directly.

MERLIN data entry screens
have been carefully constructed to eliminate duplication of effort. Both directly
entered and imported configuration records are
automatically validated for proper
structure and content.

MERLIN provides error prompts for incomplete or
structurally incorrect input data. MERLIN captures the full range of information
associated
with the
equipment
,

from purchase order data to technica
l
characteristics.




REPAIR PARTS INFORMATION: Repair parts for
e
quipment
s

may either be
directly entered or imported using MIL
-
STD
-
1388

LSA 036
, ICAPS PCS,
Haystack Dbf, or
Win
MASP

RIC

format for
Allowance Parts List (APL)
and

Allowance Equipage List (AEL
)
. When
certain formats are used to import the
LSI,

MERLIN provides the option to add associated configuration data or
automatically merges this data if it is already resident in the system. The end
result of this condensed data development process is an a
ccurate and
comprehensive baseline for all functionally significant items.




ALLOWANCE COMPUTATION: MERLIN generates allowance requirements
based on a variety of default Standard Sparing Models (e.g., MOD
-
FLSIP and
FLSIP), and permits the user the flexibil
ity to develop his own models as well.
This allows detailed cost analyses prior to any formal procurement actions.
MERLIN allows the user to conduct a simultaneous on
-
screen calculation and
comparison of allowances at the line
-
item level using various comp
utation
methodologies, including user
-
defined algorithms. MERLIN provides a logic
'audit trail' to allow the user to determine exactly why a given part did
-

or did not
-

compute for a given allowance.




DRAWINGS AND TECHNICAL MANUALS: MERLIN contains embe
dded
links to launch Equipment relevant digital technical manuals and drawings
directly from the system. These same types of links can be employed to launch
manufacturer or vendor web sites, or to link to ship maintenance data systems.


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2



MATERIAL MANAGEME
NT: In addition to real
-
time detailed configuration,
LSI

and allowance data, MERLIN integrates a material management capability.
Working from the same data set, MERLIN users can monitor their ordering,
receipt and outfitting status.



MERLIN allows on
-
line

access of
LSI
,
C
onfiguration,
T
echnical
Manuals
and
A
llowance
data by a variety of users including the NAVSEA, NSLC, MSC, SUPSHIP and the
Shipbuilder. Ultimately, MERLIN will allow all authorized parties to access ship
-
specific data via connection to a c
ommon server or, more importantly, an Internet
connection. The ability to exchange data with the Shipbuilder in a real
-
time mode will
result in significant cost reductions and improve the efficiency of shipbuilding and life
cycle support by providing curr
ent and accurate data to all parties in the process.



This training guide will take you through MERLIN’s functions in a logical sequence used
on Ship Acquisition programs.


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Setup

System Requirements



Windows

2000
/XP

or later
.



Keyboard (
K
), Mouse (
M
)
.



64 MG Memory

minimum; 128 MB or higher is recommended
.



500 MB
minimum
free on hard drive
, but will very depend upon the amount of data.



Super

VGA 800 X 600 or higher resolution monitor
.



Installation

Process

D
ownload the installation program from MERLIN Website
WWW.MERLINILS.COM
.
There are three types of installations: Full Installation
-

for first time installations
(network or stand alone systems), Upgrade Installat
ions
-

for new releases and/or patches,
and Workstation Installations


for Workstations using a Network Installation.



Run the selected installation file (e.g., MERLIN
5
6
.exe) from the location where the
downloaded file was saved (e.g., C:
\
Temp).


After
completing the installation, you can launch the application by double clicking on
the MERLIN.EXE file. This file can be identified with a “Wizard Hat” icon in the
directory you installed the MERLIN software (e.g., C:
\
MERLIN) utilizing Windows
Explorer.
By selecting and dragging this icon onto your desktop, you can create a
shortcut to the MERLIN application.


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Initializing Program

Starting

Launch MERLIN by clicking on the Windows
Start Menu



Programs


MERLIN
, or
using Windows Explorer, double click the

MERLIN.exe
located

in the directory where
the software has been installed.

Before you can execute MERLIN, the MERLIN Security Administrator must contact the
MERLIN Technical POC

for a copy of the Security

Manual.


Login

Screen

The MERLIN Splash

and DOD warning

Screen will appear first. You will then be
prompted with a Logon Screen
.

The first time MERLIN is run, to login type the
Logon ID

&
Password

provided in the
Security
Guide.


You will then be prompted to change this password per the requirements stated in the
Security Manual.

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After accurately changing your Password, MERLIN will prompt you to complete the
following Setup options before utilizing the MERLIN System.

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Security Screen


The first user will be the Local Administrator. To create additional user profiles, Select
Setup



Security
after completing the initialization process.


The MERLIN Security Setup Guide gives detailed instructions to
Add, Edit, or Delete

a
user profile. Fill in all the required information, per the instructions in this guide.

Remember the Login and Password field entries, as they will be required for
accessing MERLIN each session.

The
Access

field located on the
Assign User Rights

tab sh
ould be assigned a security
level appropriate to the user’s responsibilities.

Security Access Levels

View/Reports

Allows the user to have Read Only and Reporting Capabilities. All
features with VCR buttons, reports, and/or Finds will be

accessible.
All users are assigned this level automatically. It cannot be
removed from a user.

Logistic Support
Documents (LSD)

Allows the user to have access to the Logistic Support Documents,
including the TMSR Screen. This security level will also
allow the
user to update the LSD Tab on the Configuration screen.

Parts

Allows the user to have full access to all parts features. Parts level
features deal with the piece parts of ship equipments.

CDM/Ship

Allows the user to access the
SDIF

and ShipC
lip exports. These
files can be passed to the CDM or Ship. Because the exporting of
these files to Final products can change all the Action Codes in
MERLIN, it was designated to have its own security level.

Configuration

Allows the user to have full acc
ess to all configuration features in
MERLIN. Configuration level features deal with the Ship
Equipment level.

Deviations

Allows the user to add Deviations that will affect the Allowances.

Data
Maintenance

Allows the user to process features that involve

global data
maintenance such as the Batch NIIN process, Update AEL Qty, etc.

Ship Class

Allows the user to setup the MERLIN files (UICs, Allowance
Models, Psuedo NIINs, etc). This is the user that would launch
MERLIN.

Admin Tools

Allows the user to con
duct System functions such as Pack and
Reindex, and running File Checks.

Test Buylist

Allows the user to view and run test buylist, however not to be able
to store Final buylist.

Final Buylist

Allows the user the ability to store Final Buylist and with a
ll
products that get passed to ROMIS MMS.

Security

Security Administrator


This is the only access level allowed to
assign access levels to users. This level allows the user all access
levels. An example would be the Security screen.




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Version 5.6.0
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7



P
seudo NIINs

This screen is used to determine the format of the pseudo number that will be assigned to
the NIIN field for all parts without a valid NIIN. This allows each activity to assign its
own unique sequence of numbers
. All ships within a MERLIN directory share the block
of numbers. A value must be entered before importing, adding, or editing parts data.

Select
Setup


Pseu摯⁎IIN


All Pseudo NIINs

must begin with “T”, therefore the firs
t character of Last Used
and Last Available should be “T”.






The user can

decide how large the prefix of constant characters needs to be by selecting
the up or down arrow on the Prefix box. A minimum of 2 and a maximum of 4 are
allowed.

After
assign
in
g

the first

(Last Used)

and last numbers

(Last Available)

to be
assigned
,
MERLIN will determine the sequence and assign new Pseudo NIIN’s
appropriately (e.g., Last Used = T
JHS
0000
0
, Last Available = T
JHS
99999; MERLIN
will assign the first Pseudo NIIN as T
J
HS
00001, the second as TJHS
00002, etc.)


The numbers should be assigned based on the appropriate block of numbers assigned by
the government.

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UIC Information

The UIC screen holds all ship header information. MERLIN utilizes this

screen to setup
ship class and ship unique files. It is also utilized to produce the Status Tracking Reports
and Graphs.


Select
Setup


UIC




Fill the
Header Information

Tab

as completely as possible. The MERLIN system uses
these values throughout th
e features available.


The mandatory fields are denoted with an Asterisk (*) and are in red.


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9

The table below shows the mandatory key fields in the UIC information.


NOTE: These fields are required for MERLIN’s features to function properly.

Field

Defi
nition

MERLIN Function

UIC

A six
-
character code with the last
five positions representing the
UIC or accounting number of the
ship or activity as assigned by
NAVCOMPT. The first position
of the six
-
character field is an "R"
if identifying a ship. The fi
rst
position is an "N" if identifying
other than a ship, such as an
activity, shore station, or
organizational unit.

MERLIN uses this code to assign
file names and apply the correct
data to a specific hull.

Lead Ship

The ship type and hull number of
the l
ead ship of a class of ships.

MERLIN uses this field to create a
ship class directory. Common
configuration files for a ship class,
such as the HSC file are contained
in this directory as well as UIC
unique files.
The name placed in
this field needs to b
e identical for
all ships of the same class. The
entry in this field cannot contain
spaces or punctuation.

Last RIN
Used

Last RIN assigned to a record.

MERLIN uses this number to
assign RINs (e.g., 0000A)

Last RIN
Avail

Identifies the last number
availa
ble for assignment for a
hull.

MERLIN uses this number to
assign RINs (e.g., 9999Z)
.

WSF/SCLS
IS Ind

Code indicates the interface
required between ROMIS, SCLSI
database and Weapons System
File

MERLIN uses this field to identify
whether interface is SCLSI o
r WSF
Extract for RIN assignment.

ALW Link

This code determines the
allowance computation. This
computation determines the
allowance quantity for each part.

MERLIN calculates spare parts
based on the computation selected
here.


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10

The
Milestone/Estimates

Tab contains fields that are utilized in the Status Tracking
Features in MERLIN.





If there
are

any ship specific notes, the
Comments

Tab contains fields to hold the
m
.


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Version 5.6.0
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11





The
LSI Estimates

Tab is utilized to breakout the amount
of LSI that will be submitted
within a given month. These numbers are utilized on the
PTD/
LSI Tracking

Graph
Reports.




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Version 5.6.0
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12




Allowance Models


After User and UIC data has been entered into MERLIN, you can cust
omize the program
to meet your specific needs for allowance computations. Check the
Allowance Models

Screen to determine if MERLIN contains the allowance computation models/algorithms
that you desire.


Select
Setup



Allowance Models




This screen lists

all of the computations on which MERLIN is pre
-
set to calculate spares.
Check that the selected computation reflects the way you choose to compute allowances.
If not, edit an existing model or add a new one to meet your needs.


To edit the current recor
d click the
Edit

button.


MERLIN provides
Previous

and
Next

navigation buttons to scroll through records on the
screen.


After reviewing the Allowance Models, you may want to return to the UIC Screen
(
Setup


UIC
) to confirm that the desired model is sele
cted as your default.


The first three models listed on this screen (
ALW Link

= D1, D2, D3) are utilized for
comparison in the
Allowance/Cost Summary
Screen
.


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Version 5.6.0
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Program Basics


Main Menu

MERLIN’s Main Menu contains all the features available within the syste
m. The menu
contains dropdown boxes to access these features. If a menu option is not available, the
user accessing this feature does not have the security level needed to run this option.

All of MERLIN’s functions are launched from the main menu.





F
ile




Select UIC


Select
File



Select UIC


A select box will appear with all the UICs that are in the current MERLIN
data
directory.
This feature is used to select which UIC Configuration the user wants to have active.



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Version 5.6.0
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14

Configuration


MERLIN consists of

various tools to manage and track the Total Ship Configuration.
The field elements contained in MERLIN allow configuration to be initiated as early as
the design stage. MERLIN will track the configuration from Design through Installation.
Each logistic

worthy item will have its own Configuration Record.


There are two options to input Configuration Records. The user can Import from external
sources, or manually Input.


Configuration Input Screens


The following Screens are considered Configuration feat
ures, therefore the user
must have a configuration security level to add or modify the data.




Configuration


Select
Configuration Data



Configuration


The Configuration screen allows the user to enter and view all Configuration data for the
selected UI
C.



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15


Click on a tab at the top of the screen to select which type of Configuration data to view.

(
See
Right Click Features
).




Records
from the main CONFIG tab may

be viewed in two ways:

a)

An individual record in a form, by
not

selecting t
he

(
)

checkbox
from
the
Display
Grid
.

b)

In multi
-
record datasheet format, by
checking the

Display G
rid

(
).


Important
:

To add records to multiple hulls

within the same class of ships
, use the
Add
Option
s

button (
)
b
efore

clicking the
Add
,

Copy

or
Edit

but
tons
.

Fou
nd at the
bottom of the form on the far left side.


The
Select UIC
s

selection will allow the user to check the UICs they wa
nt the record to
be added to.

The
Select Data Types

allows the user to also add the

LSD
SR

and ALTR records.


Once the
UICs

and Data Types

have been
choosen, the user’s selection will display on
the Config Tab. The selections will stay active until the MERLIN application session is
closed

or the user changes to a different ship using the Select Uic from the File menu
.
The Conf
iguration Screen may be closed at any time and

each time it is reopened the Add
Options selections will be remembered.

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16



To enter a new record, click the
Add
button.

To edit the
displayed

Configuration
record, click the
Edit

button.

To delete a record,
click the
Delete

button.


If a record is deleted and has not yet been passed to another system (e.g.,
SDIF
,
ShipClip) from the Configuration screen, it can be undeleted.




The
Copy

button creates a duplicate of the currently selected Configuration recor
d and
assigns a new RIN to the record.



VCR Buttons

Use the
Previous
Record

and
Next
Record

buttons to scroll backwards or forwards
through the records, one at a time.
























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17

Screens that may contain multiple children records for
confi
guration data are the ALT
and IUID tabs
.


The IUID input screen is used to track
a
I
tem
U
ni
que

I
D
entification
assigned to each
individual physical equipment.





There are two ways to
identify

the requirement for an IUID. The first is to create the
IUI
D record as shown above. The second is to set the
IUID Required

to “Y”es
on the
Configuration PO/Validation sub
-
tab.



The
Find

function allows the user to find a specific record based on
RIN,

Part Number,
CAGE, PO/Line Item,
A
PL
/AEL,
HSC, Location, Nomen
clature, DWG Number,
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Version 5.6.0
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18

SAC,
PDCN,
LCN, VM/ESN, Serial Number
, or IUID Num
. The
Find

button has
several options available. The defaults for these options are
:

All Records,
Begins

With,
and
contains
Special Characters
. To select the opposite of these defaul
ts, select:
Current APL/AEL, Contains

or
Exact

Match
, and
Filter

Special Characters.

Once
the appropriate options are selected, choose the
Field to search

and type in the text to
search for in the text box. Upon clicking the
Find
button
,

the system goes t
o the first
matching result. If there are multiple matching records, a screen will appear listing all
matching records that the user can select to view.



To search for the next occurr
ence of the data being reviewed, Click on the record or using
the
VC
R Buttons
, click
to

First

Find Record
,
Previous
, Next, or Last.

The user may
edit the record while the
Find

dialog box remains open.







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If the APL/AEL number is changed, a box will appear prompting the user to either
change
All
Configuration and Part
s,
All Configuration,
Current
Configuration
, or

Current Record

Only
.




If
Current Record

is chosen, the current record will only be affected by the new
number. Choosing
Current
Configuration

will change the current UIC configuration
records only and ch
oosing
All Configuration
will change all occurrences of the old
APL/AEL in all configuration records and
All Configuration and Parts

will also update
the
parts files.



The Configuration Screen has various Right Click Features that will link the user to
a
nother screen.
Look for text boxes where the value is
underlined
.



o

Right Clicking the PDCN will allow the user to link to either the PTD/LSI
Tracking or the LSI Associated Data Screen. If there is not a matching PDCN
in the LSI Associated Data Screen,
the user will be notified that a matching
record does not exist.

o

Right Clicking the
APL/AEL

number
will allow the user to link to either the
Parts List Input Screen or the Logistics Support Document (LSD) Screen.

If
there is no matching APL for the Parts

Screen, the first available record will
display.

If there is not a matching APL for the LSD Screen, the user will be
notified and asked if they want to add a new record
.

Selecting the “Yes”
button will automatically open the LSD Screen in add mode.

Select
ing the
“No” button will display the LSD Screen on the first available record.

o

Right Clicking the CAGE
from the APL tab
will open the Manufacturer
Screen.

If there is not a matching CAGE,

the screen will open and allow the
user to add the record.


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The

Configuration Screen also has tools to
assist the user in data entry.
The
A
dd
Option
s

tool

was

listed above. There is also a feature to keep the WSF Indicators and the DOVC
in sync for all records with the same APL. Upon editting either of these fields,

the
system will display the following screen.




To apply the new value to only the RIN in edit,
select the
Current Record Only

option.

To apply the value to only the currently selected hull, select
Current UIC
.

To apply the value to all records
withi
n the
class of ship,
across hulls for that APL, select
All UIC

s
.


Additionally, MERLIN assists in data integrity for the Tracking information.


o

PDCN:
When modifying the
PDCN, the system
will modify the configuration
record and create a new record in
the LSI Tracking if the P
DCN does not
exist.
When creating

the new value typed, the system drops all dates related
to the old PDCN.

These fields are the LSI Status Tracking dates and the
transmittal numbers, such as the Submitted to NSA, or approved dates
.

o

PO: If the user edits the PO, the system drops all the PO related fields. These
fields are the PO date and quantity fields

(PO TRK tab)
. An example would
be the PO Date and all RFM dates.

o

PO Line Item: If the user edits the PO Line Item, however no
t the PO, the
system drops the PO fields that are tied to the Line Item

(PO TRK tab)
. For
instance the receiving date and quantity.

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2




Manufacturer


Select
Configuration Data



Manufacturer


The Manufacturer Data Screen contains the
information about an individual
Manufacturer. It is linked to the Configuration and Parts Screens by the CAGE.



To enter a new record, click the
Add

button. To edit the current record click the
Edit

button. To delete a record click the
Delete

button.
Deleted records will be removed
during a
Pack and Reindex

regardless of the status of the checkbox for the
Remove “K”
records
.




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XRIC


During a CDM/Ship Exp
ort, MERLIN will assign an X
RIC to any pseudo APL. The
current process automatical
ly assigns this number if the APL matches the PDCN. In
some cases they will not. This screen can be utilize
d to add, edit, or delete any X
RIC.


Select
Configuration Data



XRIC




The XRIC will always begin with an “X” and contain the numeric portio
n
of the UIC
submitting the LSI
. The remaining 5 positions
are normally the 2
nd

through 6
th

position
of the PDCN.



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LSD Reference File


The LSD Reference File holds the Cross Reference information for electronic data

files.




Users can add LSD Numbers and their PDF file names. If the file is not a PDF, users
must indicate the extension or PDF
extension
will be
automatically
assigned. The
references added in this screen allow the users to view the appropriate files

when utilizing
the right click feature in the
LSD

(Logistics Support Documentation
)

Data Entry screen
.


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Configuration Imports

MERLIN can additionally import configuration records from other sources. If the
configuration data has been maintained outside

of MERLIN, one of the following
features gives the user the option of not inputting these records manually into the
MERLIN System.



CSA



When not entered directly, MERLIN typically uses the database files from ROMIS CSA

for the population of configuration records. The following files are needed for this
import:




“UIC”+A.DBF




“UIC”+K.DBF



“UIC”+T.DBF



“UIC”+L.DBF



“UIC”+W.DBF



APLXREF.DBF



“UIC”+C.DBF



“HSC”.DBF


All eight files must be placed in one central location
(e.g., C:
\
CSADATA) for
MERLIN to import.


When using ROMIS CSA, the “UIC” files (e.g.,
R22246W.dbf
) are typically found in the
X:
\
PC
-
ROMIS
\
Data
\
R22246 directory and the
APLXREF

and
HSC

files in the X:
\
PC
-
ROMIS
\
Data, where X is the drive on which ROMIS is i
nstalled, and R22246 is the UIC
importing. The
HSC

file represents the Class file (e.g.,
TAKR310
). Copy the files from
their original location to the new central location for import.


Select
Configuration Data



Import



CSA


MERLIN will provide a dialog

box to select the directory where all eight ROMIS .dbf
files are stored (e.g., C:
\
CSADATA).


MERLIN contains validation

criteria for configuration records in accordance with MIL
-
STD
-
2186. If the data being imported

does not meet a criterion, a
Data Validation
Screen

will appear.


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The user can fix individual records one at a time or fix all the records with the same
problem simultaneously (e.g., place a C in field D038 for all incoming records with the
same inco
rrect code to indicate the incoming records are contractor furnished).


Select either of the following on the
Data Validation Summary
Screen
:

a)

Show Each Problem
. This will list each incoming record with a validation error as
an individual line item.

b)

Summ
arize Problem by Type
. This lists all records that have the same validation
problem on one line. This allows a “group fix” for all records with identical problems
(e.g., all records where field D038 does not contain a C, D, or G).


Double click on the
line listing the problem on the
Data Validation Summary
Screen
.
The

Fix Multiple Records

screen will appear. Enter the new value in the box on the right
and click
Make Changes
.




When importing Configuration Data, MERLIN replaces all XRICs with PDCNs.

This
helps maintain the proper relationship between Parts and Configuration Data.

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SDIF



Select
Configuration Data



Import



SDIF Import


Standard Data Interface Format
(
SDIF
)

from the SCLSIS TECH SPEC of January

2007
.

D
ata that makes up the Configuration development is often times

already resident in
other
systems which make

entering into

MERLIN redundant work subject to user entry
error.

There are ship programs where the configuration and logistics data is developed an
d
maintained by a contractor other than the building yard. Because of this, they have to
take data from

various source documents they receive from the shipbuilder and

enter this
information into MERLIN manually.

The SDIF import allows for this type of
data

load

to populate the
Configuration data from
a user generated

file vice manual input.


SDIF
standard
format

requires that

th
e

incoming file have pre
-
assigned RINs,
but
MERLIN

will allow RINs to be assigned
on
-
the
-
fly
during the import process. In
ad
dition, due to
statistical report
ing

and various processes
that
require the assignment of a
Local

Control Number, PDCN and APL Nomenclature, this data that is

not available in
SDIF
may be added to the end of a SDIF import file, starting in position 471
,

to

take
advantage of these other features
.



There are two types of
SDIF

imports,
Initialization

and
Update
.

The Initialization is for
importing records as Adds. This selection will ignore the Action
Code
, if provided, in the file
.
A
ny blank RINs will
aut
omatically
be assigned a number.


Update

(
Not Available

at this time
)
.


Select the
File

button
will provide a dialog box to select the
SDIF

Import file
.
(e.g.,
C:
\
SDIF
DATA).


Checking the
Assign New RINs

will assign new RIN numbers from the RIN number
ente
red when the Ship was created in the SetUp

UIC screen. This option will ignore
any RINs supplied in the import file, thus not requiring the import file to pre
-
assign new
RINs.


The
SDIF

file utilizes the same validation checks explained under the Import
C
onfiguration Header in accordance with the MIL
-
STD
-
2186.

If there are outstanding
field validations that have not been corrected the import will not be allowed.




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I
UID Import



Select
Configuration Data



Import



IUID Imp
ort


This process i
mports

Item Uni
que

I
D
entification

(IUID
)
records

from an Excel or
Database file. This file can be created by updating the
MERLIN IUID Candidates Report
file with IUID’s or by manually generating the Excel or Database in this same format
.
See the section on IUID Candidates Report.






Click on the File

button to select which file to import.
The
UIC on the
incoming file

must match the
current
Configuration UIC otherwise a message will
display and the import will not be allowed.



Sel
ect the Import button to load the IUID information.

If any records were unable to
be
import
ed

an exception report will di
splay that will list
the RIN
and an explanation as to why the record was unable to import.


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The following report is an example of

the IUID Candidate Report that may be exported in
an Excel (.xls) or Database (.dbf) file format.





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Configuration Tools




Configuration

Rollover


This export will
copy

the configuration records
select
ed

from a Source Hull

to a Target
Hull
. This tool can be used to
copy

All

Records or
Selected

Records associated with a
particular APL/AEL.


Select
Configuration Data



Configuration

Rollover
.


The UIC must be added previous to running this feature for the Target Hulls.




I
f records exist in the Target UIC, the option to
Replace

or
Append

will be available.

If
Replace

is selected,
ANY

records
that exist
in the
Target UIC

will be deleted and

then

replaced with the
Source UIC
Records.

Selecting
Append

will
take the selecte
d records from

the
Source UIC

and either create
new or add
to
any

existing
Target UIC
.


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The user has the option to
i
nclude the
A
LT

Records by leaving the Default check next to
the selection.
Serial Numbers are
not
copied from one ship to another.

The
APL

Find

allows the user to input the APL
/AEL

value

they want to find in APL List
Box

on the right to make it more convenient to locate a specific number to check
.



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Configuration
Reports

The

following
reports

assist in

ensur
ing

consistency with data across
multiple hulls.




RIC

Hull Comparison

This feature is utilized to show the differences between
RICs in
various hulls within a
class.

Select
Reports


Co
nfiguration



RIC

Hull Comparison



1.

Select the UICs you want to process wi
thin Class

2.

Select
All records

or
Only Discrepancies

3.

Select
Government
,
Contractor
, or
Both


The system will sum the configuration quantities for the APLs and will compare the AEL
column numbers. The APLS are listed first, and the AELS can be found at the
end of the
report.


Report will output to Preview, Excel, or DBF.



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HSC Hull Comparison

This feature is utilized to show the differences between
the HSCs in
various hulls within
a class.

Select
Reports


Configuration



HSC Hul
l Comparison




1.

Select the UICs you want to process within Class

2.

Select
All records

or
Only Discrepancies

3.

Select
Government
,
Contractor
, or
Both


The system will
select all HSCs from selected
UICs

and match their associated
APL/AEL. If the APL/AEL does n
ot match, the system will report that record as a
discrepancy.


Report will output to Preview, Excel, or DBF.




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IUID Candidates Report


The IUID process in MERLIN begins by extracting
a file of IUID candidates to an Excel
or Database file. This file can
then be used for reviewing and updating with the assigned
IUID numbers and importing back into the associated MERLIN Configuration records.


The IUID Report
and/or file
will
extract these IUID candidate

configuration records
based upon
a

set of user selec
ted criteria, such as HSC and Unit Price.




1.

Select the
UIC

you want to process within
the current
Class
.

2.

Select the Logistic Worthy WSF Ind box to

exclude records for which the WSF
Indicator is set to “N”
.

3.

Select the Approved DOVC box t
o
include only app
roved records
.

4.

Select

if
AEL

records are to be included
.

5.

Select
to include any
configuration records that have the IUID Required
indicator
field

set
to YES regardless of
the
other report
criteria
.

6.

Select
whether

to
report on

ALL

HSC’s
,
a specific (SINGLE)

HSC

or a
RANGE

of
HSC
s
.


7.

Select
whether

to report on

ALL Locations, a specific (SINGLE) Location
or a
RANGE
of
Locations.

8.

Select
whether

to
report

on

ALL

dollar
values,
a
specific
(SINGLE)

dollar value
,
or a
Dollar
Value

that is
Greater than or Equal

to

a
specific
Unit Price
.

9.

Select how the report is to be sorted (
HSC, APL, NOMEN, LOCATION,
SERIAL
)

10.

Select the type of output, Report Format Preview, Excel file, or DBF.

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Parts/Equipage


Logistic Support Information (LSI
) details the pro
visioning process. MERLIN contains
files to hold the Parts List Information for an APL/AEL. Each part is assigned a Parts
List Identification Sequence Number (PLISN).

Fields that are underlined may be “right”
mouse clicked will open associated screens a
nd display matching record if it exists.


LSI

Input Screens




Parts Input Screen


Select
Parts/Equipage



Parts


The
Parts Information

tab

contains the primary fields that are needed to complete
Logistic Support Information (LSI).







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Sele
ct APL/AEL

To view parts data for all installed ships, MERLIN provides a pull
-
down selection menu
of all APLs/AELs. Click on the
APL/AEL

text box to view a list of all APLs and
highlight (click on) or type in the desired APL/AEL.




Once selected, a
dro
p
-
down
list

of applicable PLISNs and revisions is provided for the
APL. Additionally, the Equipment Nomenclature for that APL will appear if it has been
added to the system. If the field is blank, the user can enter this data on an edit.




To view speci
fic information for the current PLISN, click on a tab.






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Reference Data


The reference Tab contains fields for inputting specifications about the part. This tab
contains the Hazardous Codes as well as package dimensions and weight.







VCR Buttons


Use the
Previous

APL/AEL

and
Next

APL/AEL

buttons to scroll backwards or
forwards through the records, one at a time.
Use t
he
Previous

PLISN

and the

Next

PLISN

button
to scroll backwards or forwards through the PLISN records for
the current
APL/AEL.








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Add APL/AEL

To enter a new record, click the
Add

APL/AEL

button
.

. The Add buttons are
displayed with a “
+

.




A screen will appear, prompting the user to input the new APL/AEL number that is being
added.



If the APL/AEL already exist
s, the system will notify the user and they can either add a
new number or Cancel.

The
Characteristic Data

is pre
-
populated with default values
(eg: Mfg) based off of the
Type

selected.




Add PLISN

To add an individual PLISN, click the
Add PLISN

button
.

. Once the user has
entered the
Part Number

and
CAGE
, the system will search for a matching record and
assign the
NIIN
. If it does not find an exact match, it will search for similar Part
Numbers (ie: user types W90, however the system has W
-
90). If i
t finds any similar Part
Numbers, it will display a
Choose Part Number

Screen.


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Click

the

ALL

checkbox
to replace all part information (
Part Number
,
CAGE
,
NIIN

and
Item Name).
T
o keep the part number as entered but replace the
CAGE
,
NIIN
, and
Item Nam
e
, check the
CG

checkbox. To keep the
CAGE

as entered but replace the
Part Number
,
NIIN

and
Item name
, check the

PN
checkbox.


Since the system now populates the NIIN upon getting a valid Part Number and CAGE,
any references that are associated will also
be filled in. This includes the NIIN Reference
Data and Alternate Part Numbers.


The NIIN Reference data (ie: UI, PRICE, COG, FSC, etc) is contained in one record.
This record is shared by all the part records, which have the same NIIN. The Alternate

Part records are shared by all the part records, that also contain the same NIIN.



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Alternate P/N


To enter an alternate part for a PLISN, click the
Alternate P/N

button


while in
Add

or

Edit

mode. (If there are no Alternate Parts associated with the

current
NIIN, the button will display as
No Alternate P/N

and will be disabled
if not
in
Add or
Edit mode
.)


After clicking on the
Alternate P/N

button, the
Alternate Part Number Input

Screen

will appear where you can either modify an existing record or a
dd new Alternate Part
Numbers.




To add: Enter the Alternate Part Number and Alternate CAGE in the New Alternate Part
Number and New Alternate CAGE box. Then select the Add New Alternate button.

To modify an existing number, change the values
with
in the
grid.

Select the Exit button to close the window. All values will be saved when the Save button
is selected on the main screen.


If the Alternate P/N button is disabled in Read Only View, there are no Alternate Parts
associated with the current NIIN.



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Co
py PLISN


The
Copy PLISN

button


can also be used to add a new PLISN. If there are
Alternate Parts on the record being copied, the system will ask the user if they want to
carry these Alternates to the new PLISN.




When you select
Yes
, all Alternate pa
rts for the starting record will be copied to the new
record. If the Primary Part number on the New record gets changed to a record that also
has Alternate Part numbers, both will appear in the
Alternate P/N

Screen. Upon clicking
Save
, only those origina
l Alternate Parts that were modified will appear along with any
new records.


Edit PLISN

To edit the current record, click the
Edit

button.


Click
Save

to commit the
changes, or click
Undo

to cancel changes without saving.















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There are several

dropdown boxes to assist the user during input. Currently, the
MEC
,
SMIC
,
SM&R
,
UI
,
ANC
,
AIC
,
SL
,
SLAC,
and

HCC

all have dropdowns. You can
either select an option from the list, or input it into the field.




Update P/N and CAGE


The user can modify t
he Part Number and Cage while in
Edit mode
.

If either of these
values is modified, the system will search for a corresponding NIIN. If the system finds a
NIIN or displays the
Choose Part Number

Screen
and a NIIN is selected, any Alternate
Part Number dat
a will be displayed. The user can press the
Alternate P/N
button

and
modify an existing record or add additional data. The user should scroll the list of
Alternate Parts prior to adding a new Alternate in case that record is also in the listing.


If th
e P/N is modified, the system will display a
P/N CAGE Update

Screen. Select the
option
Replace Current Record

to replace the current PLISN only. Select
Replace All
Records

to replace every occurrence in the primary parts file for that NIIN, Part Number,
and CAGE.

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The
Replace All Records
option will be available to users with

Data Maintenance or
Administrative Security rights. Part users will be able to select the
Replace Current
Record

option only.



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Edit NIIN


To edit a NIIN press the
Edit NIIN

butt
on.

The C
OG
,
MCC,
FSC, NIIN, &
SMIC fields are available for input through this option. Once the NIIN has been
changed, press
Save
.





After pressing
Save

a
NIIN Update

Screen will appear. The options are
Super
s
ede
,
Current P/N and CAGE
, and
Replace

All Records
.

Supers
ede

will replace all records containing the old NIIN with New NIIN and will
create an old to new cross reference record in the Cross reference file.

Current P/N and CAGE

will change only those records that match the current NIIN,
Pa
rt Number and CAGE.

Replace All Records

replaces all records containing the old NIIN with the new NIIN,
but it does not create an old to new cross reference record.




The
Supers
ede

and
Replace all Records

options will be available to users with Data
Maintenance or Administrative Security rights. Part users will be able to select
the
Current P/N and CAGE

option only.




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Exception Reports


When changing a NIIN, you may receive one of the following
Exception Reports
. The
Deviation Exception Report

wi
ll print when the Original NIIN and the New NIIN exist
in the Deviation table for the same NIIN with the same Equipment Supplier Code and
OSI/SRI value. The user will reconcile these records utilizing the Deviation Screen.




The As Required Exception Re
port will appear if the Original NIIN and the New NIIN
are both found on the same AEL. These records will need to be reconciled utilizing the
Part Screen as well as possibly the AR/SEL Screen. If this scenario occurs, the Parts file
will not modify the N
IIN until this is reconciled.





Find

The user can find a specific CAGE, NIIN, Item Name,
Primary
Part Number,
Primary
Part
&

Alt Part Number
, or PDCN

using the
Find

function.

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The
Find

button has several options available. The defaults for these op
tions are
All
Records
,
Begins With
,
All Results Containing
, and
Special Characters
.

To select the opposite of the defaults, select:
Current APL/AEL
,
Contains

or
Exact

Match
, and
Filter
Special Characters
.

Once the appropriate options are selected, choo
se
a

Field to Search

option
and enter the
text to search for in the text box.

Upon selecting
Find
,

the system goes to the first matching result. If there are multiple
records that match the find, a
grid

will appear to select which record to view.
Select

the
record by clicking on the line in the grid, or use the VCR buttons.


The user may edit the record while the
Find

dialog box remains open.



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Allowance Quantities


If a buylist has been computed and the part for the record being viewed computed as O
SI
or SRI, the current allowance quantity will display in the
Allowance Qty

block on the
Parts Information

tab

for the appropriate COAR.







Revision

If the APL/AEL has been included
in a
B
uylist

computation,
the
Buylist

notification flag

will be disp
layed and the Revision button

will be
enabled.
This record will not be able to be modified unless the user has
the proper

security rights.

This essentially locks the record so that

approval or

a revision of the
record will be

required to make any modific
ations.

Upon pressing the Revision button,
a Process Selection menu will display with the
following options: ICAPS PCS FILE, MERLIN WORKING FILE or Exit.




Selecting

the ICAPS

PCS FILE

menu
option, the APL/AEL will be
automatically filled
in the LSA
-
036
Export screen for
export
ing

into the ICAPS PCS file format.



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This file can then be imported into ICAPs and modified.


Upon completion of exporting,
REV

will display in the revision drop
-
down box and the
Revision button
’s

caption

will change to
Revert

Rev
.

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Selecting the MERLIN WORKING FILE will
display a verification message.




After selecting ‘Yes’, a copy of the APL/AEL will be created and the REV drop
-
down
box will display UPD. The Approval button will be enabled for users with CDM/Ship
level
access rights. Any modifications are to be made to the UPD record(s). After all
changes

are complete, the Approval button may be selected. This will delete the REV
record
, and make the UPD record the live record.


The original record will display
REV

in
the revision drop
-
down box and the Revision
button’s caption will change to
Revert Rev
.

Selecting the Revert Rev button will reverse all changes.

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Delete APL/AEL or PLISN


To delete a record click the
Delete APL/AEL

button.


This marks the record as
dele
ted rather than removing it completely from the database.

To delete an individual PLISN, click the
Delete PLISN

button.




To view deleted records, check the
Show Deleted Records

box.


A
Deleted

notification flag

will display in the upper right corner

of the
form for any deleted record displayed.


If the PLISN or APL/AEL has not been exported, and their Action Code shows a “K” in
the TOC field, you can
Undelete

the PLISN


or entire APL/AEL.


Change APL/AEL

To change an APL/AEL number, click the
Chang
e APL/AEL

button.

After
making a change and exiting out of the
Change APL/AEL

dialog box, the user must
click

the

Change APL/AEL
button
to commit the change.
A Change APL/AEL screen
will appear with an option selection to either change the Configuration

& Parts or Parts
Only.

Configuration

& Parts

will update both the Configuration records as well as the Parts
records. The user must have Co
nfiguration access level for this option to be available.

Parts Only

will update all the Parts records for the chan
ged APL/AEL.



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The user can also link to the
Configuration Input Screen

by right clicking on the
APL/AEL

field

in the Part Information tab
. If a record exists for the Current UIC, that
record will be displayed when the screen appears. If a Configuratio
n Record does not
exist, the user will be notified and given the option to add a record

if they have
Configuration rights
.




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Characteristic Data


Clicking the
Char Data

button


will display a
Display Characteristic Data

screen. The
Characteristics Data

can be added or edited from this screen.







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Accessory Components


Clicking the
Accs/Comp

button


will display a
n

Accessory Components

screen.
The Accessory Components can be added, edited, or deleted from this screen.





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Browse PLISNs


To bro
wse all PLISNs, click the
Browse PLISN

button
.

To sort
the
PLISNs,
click the blue headings

for the desired sort
.





Once a record is selected in the Browse PLISN Window and the user exits the Browse
Window, the last record selected will display in t
he
Parts List Input Screen
.





MMS Browse


The user can also link to the
Material Management System Browse Screen

by right
clicking on the NIIN field. The menu to View the MMS Order or Set MMS Path
appears.






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Select the MMS Application Path that cont
ains the Data files for the Current UIC.




After Selecting a Path, the user can then right click on any NIIN. If the NIIN is found in
the MMS transactions, the Browse screen will appear. If it does not exist, a message box
will appear stating that the
NIIN is not on order.







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APL/AEL Copy


This feature will copy selected part line items of an APL/AEL and either create a new
APL/AEL or append them to an existing APL/AEL. This feature was created to cut
down on data input

for parts.


Select
Parts/Equipage



APL/AEL Copy


The
Source APL/AEL

is the data you are copying FROM, and the
Target APL/AEL

is
where you are copying the records TO.
APL/AEL’s that are in Revision
require the user
to select either the REV (original rec
ord) or the UPD (updated record) to be copied to the

Target.

You will then be prompted to check the PLISNs you want to copy to target APL/AEL.


If the PLISN selected contains the same CAGE and Part Number as the Target
APL/AEL, the record will not be co
pied and a report will display the records not copied.

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LSI Associated Data Screen


The LSI Associated Data Screen holds information that pertains to LSI. When a
provisioning package is developed it is sometimes linked to hi
gher and/or lower
assemblies. In addition, if the package is modified after being submitted, a Brief
Description of Change is written to let the reviewers know what was modified

on the LSI.


Select
Parts/Equipage



LSI Associated Data




Select
Next High
er/Lower

to add, edit, or delete a higher or lower assembly. The screen
must be in initial edit to be able to modify the Higher/Lower Screen.




BRF Population


Various imports do not contain a TRF/BRF. The Batch BRF process will search
previously imported

data and a BRF history file. If MERLIN cannot find an applicable
BRF

for the incoming parts list, the LAPL match screen will appear so the user may
select a replacement factor.


Select
Parts/Equipage



BRF Population


If the LAPL Match Screen

appears,

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1.

Select a part by clicking on that line on the list (so it becomes highlighted).

2.

Hit the
Save

button to complete importing the data.