Limitations - case - Concept

obtainablerabbiData Management

Jan 31, 2013 (4 years and 11 months ago)

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30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

1

“Open Source Software”

for

Facilities Management

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

2

Goals


Cost/benefit analysis of FM systems


To make available a FM
-
system to that is
powerful, flexible, inexpensive and easy to
use.


30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

3

Grad av forskning

[Gunnarsson 2002]

Grunnforskning

Produktutvikling

Saksutredning

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

4

Model/Potential


30 % …of ”….”

[Det digitale byggeri]
due to reduced friction between phases/systems


The system itself (interaction / automation / information (availability/quality))


Awareness / organizational effects


IFC
-

models

IFC (XML)

Planning / Project

Operational phase

( OODBMS )

Traditional FM
-
system

( RDBMS )

CAD

Expert
-
s

Accounting system

Expert
-
s

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

5

Method


Literature study: FM,OSS,FM
-
system


Role/point of view : Subjective, participating
approach; understanding is fundamental for
understanding (hermeneutics ?)


Casestudy BBB (1995
-

2004)


Cost benefit


Measurable benefits


Intangible effects


desirability/probability [
Bjørn Lien and Øivin Bjørn
]


Analytic Hierarchy Process or the Multi Attribute Utility Theory
[
Tangen 1996
]


Empirical survey (this far:
Disaster
)


30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

6

Limitations
-

case


In
-
house development of a commercial
tenant/lease management system.


the integration of this system with a
standard commercial CAFM system


Development and migration to an Open
Source Software project with e
-
commerce
capabilities

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

7

Case: BBB


Bergen Housing and Urban Renewal (BBB):


5000
dwellings, whereof 800 in housing cooperatives


430.000 m2


Maintenance budget ~ 30 mill NOK pr year


Rebuilding/construction ~ 100 mill NOK pr year


Maintenance lag ~ 175 mill NOK


40 employees

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

8

BBB Maintenance

0
50
100
150
200
250
Year
NOK
Preventive
24
46
57
105
115
117
89
91
64
67
77
161
Demand
43
50
63
93
104
107
72
75
73
80
83
0
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
Holte
2003
All values related to 2004

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

9

BBB


FM Total

0,00
50,00
100,00
150,00
200,00
250,00
300,00
350,00
400,00
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
Holte 2003
Sum vedlikehold
Sum Drift
Sum Forvaltning
30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

10

The software implemented at BBB


So far


more than 22000 orders is
registered in the system


There is approximately 800 occurrence of
moving throughout the portfolio per year
which generates reports and workorders
(initiated through the Helpdesk)

Linux web
-
server

Mssql db
-
server

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

11

The software implemented at BBB


Upside


Direct
cost reduction

due to licenses is 100.000
NOK per year compared to commercial systems


The integration with accounting system has
dramatically
reduced

the workload of
manual
punching


Information is more reliable

due to central stored
and distributed accessable updated information


All entities in the production environment is somehow
related an subject to reports


which greatly
improve

the overall
control
.


New features is fast and easily adapted

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

12

The software implemented at BBB


Downside


The fact that this software as yet is not very
common


makes the company pretty
depended of my welfare. However there is a
vendor which is prepared to offer commercial
support

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

13

Software architecture

configuration

Metadata

standards

Dynamic data

Database abstraction (API)

SO

”SO” Storage objects layer

BO

”BO” Business Object layer

UI

”UI” User interface layer

XML


generating (API)

XSLT


processing

Web
-
server/XML/XSLT
-

processor

API

Compressed data (mod_gzip or mod_deflate)

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

14

Platform


Windows or Linux


PHP with XSLT


Webserver: IIS or Apache


Database: mssql, mysql, postgresql or
oracle. (support for db transactions is very
important)

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

15

The fm
-
system


core elements

Location

entity

actor

Virtual

concrete

Helpdesk

Project
-
>order

Service

agreement

Document

Pricebook

Condition

survey

Custom

reports

Invoice

handling

Tenant

Owner

Vendor

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

16

Meta database


The meta database keeps track of:


Tables


Columns (Attributes)


Relations


Generated queries


Attribute options


Inputname and help texts

for space hierarchy and entities

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

17

Level 1

Level 2

Level n

Column 1

Column m


The hierarchy is configurable in both width
and depth
-

that is: one can define as many
levels as one like
-

and each level can also
have as many attributes (of “any” kind) as
one would like


The naming of each level is free.

Attributes

Level

Location

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

18

Location


Each level has a primary key
-

composed
by the foreign key to the parent
-

and this
levels ID. In addition
-

there is a
“superkey” named location_code for
indexing and searching across the
hierarchy

location_code

loc1

loc2

loc3

loc4

5000
-
01
-
01
-
001

5000

01

01

001

Primary key: loc1 + loc2 + loc3 + loc4

Foreign key: loc1 + loc2 + loc3

Superkey : Location_code

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

19

Location


When querying location on a certain level
-

it is joined with all its ancestors to make
inherited information available.

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

20

Location


Name



Level

Relation .


--

Property


1

<
---

Owner, part of town


/
--

Building


2


/
--

Entrance


3

<
---

Street


/
--

Apartment


4

<
---

Tenant


/
--

Room


5

The relation between location
-
level and owner, part of town, street and
user/tenant is configurable

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

21

Entities


Entities is a generic class of objects that all have
in common that they can be placed in a
location

and/or linked to other (only one) entities.


Entities are organized in class of entitity and
entity category: each entity
-
category is
represented by their own table.


Each entity can have as many
attributes

(of
“any” kind) as one would like.


Documents (files) can be linked to entities.

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

22

Entities: examples


Equipment


Elevator


Fire alarm central


Cable TV


Building components


Drawings


Key system


Reports


Condition report


Insurance damage


Elevator control report

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

23

Example


defining a attribute

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

24

Helpdesk


The HelpDesk submodule is a hacked version of
the phpgroupware's standard Trouble Ticket
System application. The main differences is that
the tickets are fixed to a location or entity
-

and
that one is able to start projects and
entities

(i.e.
reports) from a ticket
-

which enhance the trace
-
ability


The owner a of ticket is notified by mail when the
ticket is updated.

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

25

Helpdesk


screen dump

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

26

Access control / security


All records is owned by a user


this user can
grant others (groups or/and users) rights to read,
edit


or delete his/hers data.


Within each submodule (and for each
entity_category) the rights is controlled by the
system administrator granting rights to groups
or/and users.


The same rights can be masked (denied from
inheritance)


There is in addition three roles for approving
invoices for payment.

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

27

Rights

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

28

History


For projects, deviation
and helpdesk there is
logged history for :


changing Status


changing coordinator


changing Budjet


Order by email

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

29

Deviation


Deviation id categorised by NS3424 :


Condition degree


Probability for worsening


Consequence


Deviation is subjected to areas like (naming is
configurable):


Safety


Aestics


Indoor klimate


Consequential damage


User satisfaction


Residential environment


The waigt of each different areas is configurable


as
basis for prioritizing (by calculated score)

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

30

Key for prioritizing
-

Deviation

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

31

Screendump
-

deviation

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

32

Project


A project is a collection of orders/contracts. The project is linked to a
location or entity (equipment). Projects is separated in
orders/contracts that could be subject to bidding contest amongst
vendors. Each order is linked to its parent project and to a vendor
-

and consists of a series of work
-
descriptions to perform and / or
items to deliver.


An order can be defined as simple as a brief description of simple
tasks
-

or as a detailed complex tender document with a full blown
deviation auditing system up per record in the contract


The perspective of the projects is from the receiver of the product
delivered


Remaining reserve is calculated from the sum of p_deviation
throughout the project


Records is added from pricebook, NS3420 or from a template.

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

33

Project
-

structure

Project

Contract

record

p.deviation

Contract

record

p.deviation

Invoice

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

34

Add custom record

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

35

Add from pricebook

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

36

Electronic invoice handling


Import of invoices


BBS files


SDV (semicolon)


Position separated


XML


Approval based on role


Export to payment system/budget
accounting system

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

37

Text
-

multi language support


All occurrence of text in the system is
fetched from a language table


where the
english version of the text is the key


and
translated to the language set in the
preferences.


This approach also enables branch
-
jargon


Example: what the operation branch would
name ”order”


the project branch would
name ”contract”.

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

38

Ticket

Report

Project

Order

Avvik

Invoice

Vendor

Originator

Supervisor

Avvik

Deviation

Helpdesk
-

dataflow

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

39

Invoice dataflow

Invoice
import (2)

Pre transfer for reporting (3)

Transfer for payment (5)

Order (1)

approval(4)

FM
-
system

Budget

accounting

system

Vendor

30.09.2004

Sigurd Nes, Bergen Bolig og
Byfornyelse

40

At last


This software is meant to be used for no
fee by all that need this kind of software to
lower the threshold for implementing such
software