E N D
1. Umler Equipment Management Information System (EMIS) Project Project Update
for
ACASCO
San Diego, CA
November 16, 2007
Alan McDonald
2. 2 Agenda Deliverable to-date
Phase 3 Features
Phase 3 Major Changes
Getting Data In, accurately
Status Management
Conflict Management
Getting Data out, efficiently
Other features
Timeline
Action items
Important take-aways
3. 3
4. 4 EMIS project driving principles Get the data that carriers need to operate their railways
Make it real-time
Make it simple for car owners to participate and use
Make the system secure
Increase data integrity and quality
Make it flexible
Make it last for the NEXT 40 years
5. 5 What’s in Phase 1 Infrastructure
Real time processing
New Web site http://emis.railinc.com
Customer registration
Security grants and permissions
Car Management functions
Pools and pool assignments
Car grades
Transportation codes/ EMIS Equipment Management Codes
EMIS TRAIN II Messaging
Web services
Phase 1 Audience: Class 1 Railway Car Management
6. 6 What’s in Phase II? All Inspection reporting via EMIS
ABT
FRA Locomotive Inspections
Door Lubrication
Vehicular rack and flat certifications
Retro-reflectorization reporting
Future transactions
Correction and nullification
Advanced Query
Data Refresh
Company Specific Groups
Implemented March 19, 2006
Audience: The entire Railway industry
7. 7 What did this mean to you? ABT = Umler™/EMIS
Web App SCABT is being retired
EW ABT Alerts can only be closed via Umler® EMIS
Legacy Umler Passkeys cannot be used for EMIS
Legacy Umler coexists with Umler™/EMIS
UMLER 03/04, UMLER 74/75 and UMLER 76/77 messages were retired
8. 8 What’s next…
Umler/EMIS Phase 3…..
…the big deal
9. 9 Umler/EMIS Phase 3 Features Equipment Characteristics
Adds/deletes/modifications
Restenciling
Component management
Status management
Historical lineage
On-line access to history
Advanced query
Scheduled query and reports
10. 10 Phase 3 Major Changes Umler/EMIS “groups” replace UMLER formats
Elements with multiple meanings are split
Elements with coded values decoded
Multiple occurrence “components” introduced
ETC generated
Dynamic data model
Legacy Umler is retired
11. 11 EMIS Equipment Groups Replacing Umler “Formats” with physical type
Format “A” split into multiple groups
Boxes
Hoppers
Gondolas
Flat cars split
Regular
Intermodal
Vehicular
Special function to allow movement between equipment groups
12. Umler to EMIS Conversion 54% of elements changing
Splits, decodes, components, eliminations
Mapping completed and distributed
Spec Manual/Umler DB/EMIS map
Conversion logic 95% completed
Reverse conversion 40% done
Internal System Modification well underway at Railinc.
View towards back-end validation changes only
No specific view towards data input changes for external systems
Carriers have started to study
13. 13 Components and Elements Hierarchy of groups, components and elements modeled in EMIS tables to create an easily extensible, high performance data model
Child platforms (articulation) handled as components
14. 14 ETC Generation Equipment Type Code (ETC) will be generated based on input Mechanical Designation
M.D. is currently generated based on ETC
Facility for ETC “check” provided
Helper application to bridge paradigm shift
Allow user to specify what ETC they are trying to get
Show what fields are in error to provided ETC
Notification when data updates will change ETC
15. 15 Data Model Changes Transition from “spreadsheet” view of equipment data, with all attributes stored in a single row of a table to a normalized view with a number of interdependent tables
16. 16 Equipment Add Blank screen based on equipment group
All eligible elements shown
Similar elements grouped and sorted
Mandatory elements identified
Default number of components shown
Ability to add or remove
Fill what is needed, ignore the rest
17. 17 Equipment Multiple Adds From single entry, create multiple units
Specify numbers, enter data once
“Variable” data not duplicated forward
Weights, for example
New records entered in “Pre-registered” status
18. 18 Equipment Clone Quick method of entry
Use an existing record to create a new one
Can use current or historical records
“Unique” data not carried forward
Ownership
Prior equipment
Weights
Inspections
Can clone to one or many new units
Multiple must be in pre-registered status
19. 19 Single Unit Editing Three columns – current value, blank field, errors
All elements possible for unit shown, whether data exists or not
Means to remove data from existing element
Ability to add or remove occurrences of components
Full unit edited prior to submit
20. 20 Spreadsheet View Editing Like “select field” update
Specify equipment population
Pick-list of elements
Identify like elements
Build spreadsheet of equipment and elements
Show current value and blank field to update
“Copy down” functionality
Full unit edited prior to submit
21. 21
22. 22 Handling Errors ERRORS NOT ALLOWED ON FILE
All transactions are validated prior to submit
Errors presented to user
User may
Cancel transaction
Fix errors
Suspend work
Submit with errors
On Submit, valid data posted
Error data routed to “Notice Management”
23. 23 Restencilling Linking current record to prior record
“Simple” restencil
Provide old/new equipment numbers, ownership
Use “clone” function
Allow editing during process
Multiple restencil must be to pre-registered status
Restencil “event”
Similar to ABT
Reports that restencil has occurred, updates status
24. 24 Restencilling Restrictions Enforcing current/prior relationship
Prior unit ID must exist in EIN History
Matching
Equipment “category”
Built date
Changing key data will sever relationship
25. 25 Restencilling Permissions No specific authority necessary to use foreign prior unit
Foreign company needs to know "BUILT DATE” to match EIN history to link
Granting may be used, encouraged
Disposition of old unit can be specified
Owner of prior unit notified (tickler) when relationship established
26. 26 EIN History Equipment history tracked through restencilling transactions via a unique equipment identification number (EIN)
27. 27 Status Management Goal of one physical unit active at any time
With restencil, enforces rule
“new” unit is activated
“prior” unit goes inactive
Foreign owners notified of changes
28. 28 Conflict Management Identifies illogical data based on external events
Two equipment records pointing to one physical unit
Units in active status with estimated data
Flagged to owner
Tickled to owner
Statistical reports
Zero-rate in 30 days
Restrict in interchange in 90 days
Delete in 365 days
29. 29 Umler/EMIS Query Services Umler® online ?Umler/EMIS web
Single Unit
Equipment Query
Define your output format and elements
Save as template
Web service (XML) query available to mimic web
Advanced Query
Access to historical data
Historical lineage
Transaction log history
Trending
30. 30 Messaging Changes Support legacy UMLER messaging as contingency
Retire legacy UMLER messaging capabilities December 31, 2009
UMLER Master files and change tapes handled through Advanced Query
Messaging must support components
Identify location on vehicle
Identify component
31. 31 TRAIN II Input/Output EMISC00
Inbound EMISC00 TRAIN II message to remove equipment from a company specific equipment group:
Message Header #ABCDbbbb0001EMISC000410311212RRDCbbbb/
Control Group Header*CH12345620041031121200USERIDbb
Data Group Header *DH0001GER
Detail Record +GRIDbABCDGROUPID1 0001 bABCD0000123456
Data Group Summary =DS0001SUM0001
Control Group Summary=CS1234560001
Trailer $0001EOM! Where ! = hex ‘9C’
EMISC60
Outbound EMISC60 TRAIN II message to remove equipment from a company specific equipment group:
Message Header #RRDCbbbb0001EMISC600410311212ABCDbbbb/
Control Group Header*CH65432120041031121200USERIDbbABCD12345620041031121200
Data Group Header *DH0001GER
Detail Record +GRIDbABCDGROUPID1 0001 bABCD0000123456
Data Group Summary =DS0001SUM0001
Control Group Summary=CS6543210001
Trailer $0001EOM! Where ! = hex ‘9C’
32. 32 XML input/output <?xml version="1.0" encoding="UTF-8"?>
<EquipmentChange xmlns:model="http://model.ws.railinc.com"
xmlns:global="http://global.ws.railinc.com"
xmlns:equipment="http://equipment.model.emis.services.ws.railinc.com"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:noNamespaceSchemaLocation="../EquipmentChange.xsd">
<submitter>
<model:company>ABCD</model:company>
<model:userID>emisUSER</model:userID>
<model:traceID>C123456</model:traceID>
<model:userLocale>EN-US</model:userLocale>
<model:environment>production</model:environment>
<model:submitType>submit</model:submitType>
</submitter>
<equipmentUnit>
<equipment:equipmentId>
<equipment:equipmentIdValue>ABCD0000123456</equipment:equipmentIdValue>
</equipment:equipmentId>
<equipment:poolId>
<equipment:poolIdValue>1230001</equipment:poolIdValue>
</equipment:poolId>
</equipmentUnit>
</EquipmentChange>
33. 33 CSV format (input/output) Report Air Brake Test Inspection
“TRAN”,”ABT”,”0001”,”ABCD0000123456”,”REPT”,”EFGH”,”PERF”,”XYZ”, ”SPLC”,”411657”,”DTDN”,”20040214”
34. 34 Advanced query output
35. 35 Reports and Statistics Count of error and conflicts shown online
Transactional errors are company specific and private
Conflicts are public
Monthly report of fleet size, status, conflicts
Advanced query use for general query use
Create custom reports
Schedule
36. 36 TRAIN II Query 87 19-22 Replacement Query 87 types 19-20 (Weights) eliminated
Umler/EMIS Single Unit query
Query 87 type 21 (Rates) remains as-is
Query 87 types 22 replaced
Umler/EMIS TRAIN II C60
XML Web Services
Scheduled extracts
Scheduled reports
37. 37 Summary: Getting Data Out TRAIN II format over MQ (Frame Relay)
EMIS C60/C61
TRAIN II format over FTP
XML format via web services over TCP-IP
Replaces Query87
XML format via FTP
Query output from Advanced Query
CSV (Spreadsheet) to FTP
Email
Replaces monthly files, change tapes
Web output using CSV
38. 38 Other Functions Historical Lineage
Temporal Snapshot
Drop Dead calculation
Becomes public 2 years prior
Equipment compare function
Match pre-registered unit to active unit to update data
39. 39 Timeline 2008
System Development
Test Case Development
Interim “plumbing” releases
Comprehensive functional testing
January 2009
Comprehensive data testing
Parallel run
July 2009
System Go Live
Contingency
December 2009
Legacy Umler Messaging shut-down
40. 40 What do you need to do? Subscribe to EMIS Sharepoint
https://sp.railinc.com/committee/uetag/default.aspx
keep up on news
Download elements list and conversion rules
Stay tuned for formats and screen layouts
If you subscribe to data from Railinc
Establish/review internal use of data
Map changing elements
Strategize changes
Decide on message protocols and formats
TRAIN II
Web Services
FTP
Establish connectivity with Railinc
Review procedures for data entry and error handling
41. 41 Important Take-Aways Umler/EMIS Phase 3 replaces UMLER mid 2009
Messaging Changes:
Umler/EMIS TRAIN II, XML & CSV replace UMLER messaging
Umler/EMIS website replaces TSUM (UMLER Online™)
Web-service query replaces Query 87 UMLER data query
Advanced query output replace reports, extracts and change tapes
Data changes
Data elements are being split and decoded
Components are being introduced
Equipment Type Code (ETC) generated, not input
Mechanical Designation input, not generated
Access
Umler/EMIS security uses grants replace Passcode sharing
Enhanced user-self-service for equipment maintenance, restencil and queries
Advanced query access to historical data
42. Questions and Answers
Railinc 24 hour Customer Service
800-2447245
CSC@Railinc.com 42