Can GIS Trim Your Trees? GIS for the Business Unit Benjamin Butera
Can GIS Trim Your Trees?GIS for the Business Unit
Benjamin Butera
From Enterprise to Business Unit The Past
GIS ‐
Centrally Owned & Operated
• Deployed to solve enterprise‐level challenges – AM/FM• Focus on solidifying the core environment & data• Secondary focus on integration with core information systems• Tremendous investments made in the enterprise system
The Original Plan
From Enterprise to Busines The Future
GIS – Deployed to the Business Unit• By nature, part of the enterprise system• Can be supported and maintained by the business unit• Self‐sustaining systems can be geared for specific O&M
departments while leveraging the enterprise investme
ArcGIS Server
Benefits to having a dedicated server for the business unit• Simplify access to enterprise “background”
data through services• Automate the management of versions –
Replication & Personal SDE• Simplify deployment and support of applications
GIS & EnterpriseInformation Systems ArcGIS Server
Why Vegetation Management? Electric Utility Vegetation Management
Complex Temporal Data• Need to simultaneously manage various patrol & trim/spray cycles• Need to manage cycle‐busters (single features on unique cycles)• Strict performance standards for NERC/IVMP compliance
Spatial Accuracy is Critical for Success• Identifying a reportable vs. non‐reportable vegetation risk during
planning (NERC‐transmission)• Operating in easements and on parcels with customer restrictions• “Right tree – right span”
Single Largest Maintenance Expenditure at Utilities• Prioritizing the budget on distribution• Large risk associated with poor performance
Solutions: Address the Workflow Electric Utility Vegetation Management
Solutions: What Do We Need? Electric Utility Vegetation Management
Self‐Sustaining System• Need to simultaneously manage various patrol & trim/spray cycles• Need to manage cycle‐busters (single features on unique cycles)• Strict performance standards for NERC/IVMP compliance
Spatial Accuracy is Critical for Success• Identifying a reportable vs. non‐reportable vegetation risk during
planning (NERC‐transmission)• Operating in easements and on parcels with customer restrictions• “Right tree – right span”
6 Challenges Field Work & Program Management
1.
Right tree – right span
2.
Is this tree in the ROW?
3.
Evaluating the efficacy of last cycle’s plan
4.
Managing customer restrictions & refusals
5.
Limited budget – how to prioritize
distribution trimming?
6.
Cycle Management and Reporting
Field
Ops
Management
Field Operations Challenges Communication & Decision Making
Right Tree ‐
Right Span Ensure the Correct Tree is Trimmed or Removed
Previous Solution• Tag trees with tape, paint, etc.• Describe tree location in writing
Using GIS – High Tech & Low Tech• Use the BLOB – take a photo of the correct tree• Use GPS to ensure correct placement on map• Contractors use GPS to navigate to correct tree/location• Use background data for reference (ortho
photos, landbase)
Is this tree in the ROW?
Category 1 – 2 – 3 Trees• Category 1:
Grow‐in vegetation outage, inside ROW• Category 2:
Fall‐in vegetation outage, inside ROW• Category 3:
Fall‐in vegetation outage, outside ROW
Compliance ViolationNot a Compliance Violation
Cat 1Cat 2 Cat 2Cat 3 Cat 3
Grow‐in risk – Category 1Highest Priority
Fall‐in risk – Category 2High Priority
Fall‐in risk – Category 3Low Priority
Is this tree in the ROW? Tools & Technology
1.
GPS – see your position in real time
2.
Tools to create ROW easement polygons• Buffer the transmission centerline• Legacy easement records + parcel data
3.
LiDAR data• Use geoprocessing tools to create data that can be used to for
programmatic pre‐planning• Arborist can plan work under max sag & sway conditions
Evaluating Last Cycle’s Plan Evaluating the efficacy of past maintenance work
Need for geo‐spatial planning• Maximize the trim cycle by evaluating results in a minute spatial
environment
Compare current vegetation
conditions against trim history
in the field
Tree trim prescriptions
Managing Refusals & Restrictions Both Customer and Environmental
The Challenge• Never violate a customer trimming or spraying restriction• Never violate an environmental restriction
The Solution – Basic Use of Land and Parcel Data• Environmental data is readily available• Include business rules in your application
• Build in spatial rules• Build in attribute‐level validations
Data Acquisition• Call center complaints• Web application/customer portal• Utility & Contractor personnel working in the field
Managing Refusals & Restrictions Both Customer and Environmental
Arborists Use the Data During Planning
ProcessContractors Use the Data During Trimming
Management Challenges Data Analysis and Maintenance
Limited Budget –
Prioritizing Work Distribution Trimming Cycles
The Challenge:• Maximizing ROI on distribution vegetation management• Need to comply with firm business rules (cycle)• How to analytically determine where to spend available
maintenance budget• Lots of data to analyze
The Solution:• ArcGIS Model Builder
Limited Budget –
Prioritizing Work Distribution Trimming Cycles
Document Business Rules and Model VariablesWhat are my KPI’s & Risk Factors?
• SAIFI• MAIFI• Critical Customers on Feeder• Customer Density• Feeder Load/Demand• # of miles of 3‐phase backbone• Tree wire• Time since last trim/clearing• Vegetation Management Complexity• Presence of invasive species (bugs and vegetation)• Etc…
Limited Budget –
Prioritizing Work Distribution Trimming Cycles
Weight Variables by Impact –Use the expertise and experience of the entire organization
1.
Critical Customers on Feeder2.
MAIFI3.
# of miles of 3‐phase backbone4.
Customer Density5.
SAIFI6.
Time since last trim/clearing7.
Feeder Load/Demand8.
Tree wire9.
Vegetation Management Complexity10.
Presence of invasive species (bugs and vegetation)11.
Etc…
Limited Budget –
Prioritizing Work Distribution Trimming Cycles
Business Unit Can Create the Expression –Use the expertise and experience of the entire organization
Build the Model Distribution Trimming Cycles
Cycle Management & Reporting System‐wide Cycle Management
The Challenge
Transmission• Vegetation in a single ROW can be on different trim cycles• Organizing and bidding work efficiently• Reporting –
1.
What was the patrol plan2.
Show that the patrol plan was followed3.
Show that the work identified was completed
Distribution• Managing cycle busters and danger‐tree follow up• Less detailed pre‐planning – requires specific documentation of
rework during QA patrols
Cycle Management & Reporting System‐wide Cycle Management
The Solution
• Allow the system to automatically schedule patrols and follow
up work based on business rules and the arborist’s planning• Minimize the amount of data creation needed on each patrol• Allow the arborist to focus on the vegetation – not the software• Automate reporting & data aggregation for internal
management and regulatory compliance
Cycle Management & Reporting System‐wide Cycle Management
General Corridor Info VIEW:
Patrol Scheduling/ManagementBatch Organization of WorkDetailed Prescription Info
Corridor Patrol History:•Lines in ROW•Patrol Dates•Mileage•NERC Info
Cycle Management & Reporting System‐wide Cycle Management
Reporting
• Budget Reports• Work Planning• Work Tracking• Status Reports• IVMP Reporting• Invoice Automation
and Verification
Review
Many Applications of GIS Technology
• Simple, intuitive tools for field operations• Powerful data management and analysis tools for
managing all activity in the department
Analogous to Other O&M Tasks
• Workflow driven• Often cyclical in nature• Need for field and management tools• Need for data management and analysis
Questions?
Benjamin ButeraEGUG 2010