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Optimizer Lessons Learned User Group Meeting September 19, 2018 Santa Fe, New Mexico
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Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

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Page 1: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Optimizer Lessons LearnedUser Group MeetingSeptember 19, 2018Santa Fe, New Mexico

Page 2: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

BrM Help [email protected] tickets: bridgeware.atlassian.net

Zachary Boyle, PEBrM Solutions [email protected]

Page 3: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Sketch:Pyramid

NBI Conversion:• On inspections• Check Classifications, particularly of ADE’s• Consider your target: by count or deck area• Dial in a small group, then compare to a larger one

• NBI Deterioration• Classification, again.• Again, small group, then compare to a larger one

• Risk Assessments• The types of Risk you need• Policies for Risk

• Work Candidates• Work entered by planners and inspectors• Action Types• Estimated Costs

• Utility• Don’t include AADT, do things which can improve• Including Risk assessments• Weight Profiles for just risk, just scour, just seismic, just preservation

• Elements• Get the elements you need for proper management, consider the 

units and roll them up.• Element Relative weights and NBI relative weights

• Benefits• Name them for the effect, not the work• 100% effective can lead to infinite loops• NBI Deterioration

• Action Defs• Network Level actions• Indirect cost formulas• Syntax of formulas

• Project Categories• Make them your spending categories

• Funding sources• Less useful than originally envisioned, and you don’t have to use it.

• Network Policies • Name policies with a count of how many branches are included

• Lifecycle policies• Start simple, then complicate.

• Structure Weight Formula• AADT order of magnitude swing• Deck Area• New Mexico combined solution

• Min Proj cost• Programs

• LCCA time frames• Subdivision profiles

Page 4: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Where do I start?Start with the Pyramid

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 5: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Where do I start?The New Jersey Method:

Go down the pyramid to think about what you need.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 6: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Where do I start?The New Jersey Method:

What questions am I trying to answer?

What kinds of programs do I need?

What funding will I need for those?What performance measures will I need?

How would I like my projects broken up?

What work do I want recommended?

What factors matter to my decisions?

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 7: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Where do I start?The New Jersey Method:

Then go up the pyramid configuring the screens.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 8: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

The Setup

Yellow tips for the simplest setup.

Blue tips for the more advanced things.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 9: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

InspectionPyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 10: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Inspection The Validate button runs the NBI submittal check on this inspection.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 11: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

InspectionRun the Insp009 – Network Element Summary Report to find outliers

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 12: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Inspection

Sort your actions into Action Types to help inspectors find the right action

Work Candidate sources for better sorting.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 13: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Inspection

Actions with benefits and cost info estimate when you save them.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 14: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Inspection Using Risk Assessments as part of your bridge management is a more advanced use case, but work it into your policies.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 15: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

UtilityPyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 16: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Utility

When starting, focus on Condition (and maybe Risk) and don’t worry about Mobility.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 17: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Utility

Remember: include in Utility the things which can be improved from doing work.  Detour length and AADT are rarely fixed by maintenance work.

But if you include a formula, like AADT/# of Lanes, then work can improve things.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 18: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Utility

Leave factors which emphasize one bridge over another, the “Criticality” factors like AADT, Detour, Functional Class … to the structure weight formula.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 19: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Utility

The “Alaska Trick”: give incredible weight to scour assessments and some weight to other stand‐in items.

RiskWeight: 15

Scour RiskWeight: 1

Seismic RiskWeight: 1

Traffic Collision RiskWeight: 1

Sea Collision RiskWeight: 1

Ice Flow RiskWeight: 1

Scour AssessmentWeight: 30

Scour Item 113Weight: 2

Waterway Item 71Weight: 1

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 20: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Utility

The “Alaska Trick”: give incredible weight to scour assessments and some weight to other stand‐in items.

RiskWeight: 15

Scour RiskWeight: 1

Seismic RiskWeight: 1

Traffic Collision RiskWeight: 1

Sea Collision RiskWeight: 1

Ice Flow RiskWeight: 1

Scour AssessmentWeight: 30

Scour Item 113Weight: 2

Waterway Item 71Weight: 1

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 21: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Utility

Create different Utility Weight profiles to focus on the aspects of Utility for special funding cases, like funds to mitigate specific types of Risk.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 22: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

BenefitsPyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 23: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Benefits

Name your benefits for what they do.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 24: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

BenefitsName Benefits for what they do. It will make Actions easier to read.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 25: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Benefits

Perfect 100% CS4 to CS2 repairs can lead to unrealistic infinite repair loops.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 26: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Benefits

Consider modeling “less than perfect” repairs.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 27: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

ActionsPyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 28: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Actions

We mentioned the Action types for work candidates.Also, mark inactive any actions you don’t want used anymore.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 29: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

ActionsFor initial setup, focus on these actions.  And if that is too much, focus on deck work at first.Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 30: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Actions

Consider the units of your costs.Idaho preferred to set their per/unit costs based on bridge item bid costs.  But the optimizer budgets are given in total program costs.

Consider using indirect formulas to mark up the difference.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 31: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Project SetupPyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 32: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Network Policies

Keep it pretty simple at first.  You can make it more complex later.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 33: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Network Policies

Name your Network Policies to indicate they are a combination and how many possible combinations there are.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 34: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Network Policies

At a glance, you will have an impression of how long the optimizer might take to run.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 35: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Lifecycle Policies

Focus on the Bridge Replacement first.  

Then replacement of culvert, deck, then super.

Deal with repair frequencies after, if your agency has firmly set policies for these.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 36: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Lifecycle Policies

Also focus on the most generic policy first.  Then branch out to different policies per road‐type and signature bridges.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 37: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Project Categories

Create Project Categories for the different types of funding you have: Preservation, Rehab, Replacement, State Forces …

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 38: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Program SetupPyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 39: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Program Setup

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 40: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Program Setup

2

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 41: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Program Setup

2

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 42: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Program Setup

For a very quick analysis, like a test run, turn the lifecycle timeframe to 0 years.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 43: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Program Setup

Segments really only make sense when groups of bridges cannot share funds.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 44: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

Program Setup

The Executive Summary can be split along different lines than the Program subdivisions.  This lets you share funding but see the data in separate formats.

Pyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 45: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

The PyramidPyramid

Where to start

Inspection

Utility

Benefits

Actions

Network Policies

Lifecycle Policies

Project Categories

Program Setup

Page 46: Optimizer Lessons Learned - BrMUG · 2018-09-27 · Lifecycle Policies Project Categories Program Setup. Project Setup Pyramid Where to start Inspection Utility Benefits Actions Network

BrM Help [email protected] tickets: bridgeware.atlassian.net

Zachary Boyle, PEBrM Solutions [email protected] add ‘@ZacBoyle’ to your JIRA tickets