Default PDM Rules

PDM rules are used to identify missing data, validate data, and substitute data based on customer and regulatory business requirements for data management. The PDM default rules shipped with Essential can be used to manage data as well as provide examples of the types of functions rules are capable of performing. Default rules are included in the Rule Library and are available for selection in the Operations section on the Parameter Tag Mapping form. Any qualifying criteria (e.g., substitution values, minimum/maximum values, etc.) required is defined when the rule is selected.

Note:  Custom rules can also be defined. Refer to the Process Data Manager - Rule Development Guidelines document provided with your Essential release for additional information.

For a description of default PDM rules, click the following links or use the scroll bar to scan the page.

Below Detection Limit Rules

Below Detection Limit Rule

This rule marks the BDL check box on the Parameter Group Import Review form when the validated data value is preceded with a less than,<, symbol. The data value does not change nor is a substitution value used.

Below Detection Limit with Percent Rule

This rule marks the BDL check box on the Parameter Group Import Review form when the validated data value is preceded with a less than, <, symbol. Then, the Limit Percent Override field value is used to populate the value on the Parameter Group Import Review form. The limit percent override value is defined in the Operations section on the Parameter Tag Mapping form.

Debug Rule

The Debug Rule logs all rule activity associated with Essential parameters. This log data is available for review in the Parameter Log report.

Minimum/Maximum Rule

The Minimum/Maximum rule checks if the parameter data value falls within the defined minimum/maximum range. If so, the value is used. If not, the Substitution Below Minimum field value is used if under the minimum or the Substitution Above Maximum value if above the maximum. The Minimum, Maximum, Substitution Below Minimum, Substitution Above Maximum field values are defined in the Operations section on the Parameter Tag Mapping form.

Conditional Minimum/Maximum Rule

First, this rule checks if specified criteria for the reference parameter(s) is met (True). For example, Reference Parameter 1 > Comparison Value 1. When specified, the reference parameter's value is compared to the comparison value using one of the following comparison operations:

• equals (=)

• not equal to (!=)

• greater than (>)

• less than (<)

• greater than or equal to (>=)

• less than or equal to (<=)

• at or higher, within deviation (+)

• at or lower, within deviation (-)

• within deviation (+-)

Then the rule determines if the parameter value is within the defined minimum/maximum range. If so, the value is used. If not, the substitution value is used for the parameter. Reference parameters and comparison operations/values, as well as the Minimum, Maximum, Substitution Below Minimum, Substitution Above Maximum field values, are defined in the Operations section on the Parameter Tag Mapping form.

Substitute Missing (Value) Rule

The Substitute Missing rule identifies missing values based on a parameter's time frequency when run through the Frequency Expansion Process and uses the Substitution Value field entry for that missing value on the Parameter Group Import Review form. The substitution value is defined in the Operations section on the Parameter Tag Mapping form.

Conditional Substitution Rule

The Conditional Substitution rule corrects erroneous values by using a substitution value when specified criteria is met. Criteria are based on the values of Reference Parameters 1, 2, and 3 and the Substitution Value defined in the Operations section of the Parameter Tag Mapping form. The reference parameter's value is compared to the comparison value using one of the following comparison operations:

• equals (=)

• not equal to (!=)

• greater than (>)

• less than (<)

• greater than or equal to (>=)

• less than or equal to (<=)

• at or higher, within deviation (+)

• at or lower, within deviation (-)

• within deviation (+-)

A Deviation Value can also be defined for the rule's Reference Parameters in the Operations section on the Parameter Tag Mapping form.

Example Deviation Logic

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