WorkflowAsset Management & Maintenance

Asset Data Collection

Asset data collection from the nameplate up — every value read from the photo, checked against your asset register and approved by a person before your EAM loads it

See one case, screen by screen ↓
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Built forField techniciansMaster data reviewersAsset data ownersMaintenance planners

The Problem Today

Field crews copy each nameplate onto paper and someone retypes it into the asset register, so ratings are mistyped or guessed.

Every plate, copied by hand

  • Maker
  • Model
  • Serial
  • Ratings
  • Same asset created twiceA second record for equipment already in the register
  • No one can show the sourceNobody can say which plate a rating came from

The Solution

  1. Photo checked in the fieldGlare, focus and angle checked live, even with no signal
  2. Each value read in placeMaker, model, serial and ratings, each with a confidence and its region
  3. Codes, units and duplicatesMapped to your codes and units, then checked against the register extract
  4. The reviewer approvesPicks one of two ratings; only approved records reach the loader file

Built-in controls

  • Unreadable values stay blank and go back for recapture
  • No new codes without the master data owner
  • Nothing is written to your EAM; your own team loads it

What You Get

Parts orders and capital plans can rely on ratings traced back to the plate.

  • Fewer wrong-part tripsA correct rating sends the crew out with the right part
  • A file you load as writtenLaid out in your asset loader template's own column order
  • Fewer rows rejected on loadEach file is validated and carries its own report
In short

What is Asset Data Collection?

Asset data collection is gathering the facts about each piece of equipment (manufacturer, model, serial number and ratings) so the asset register in your EAM is complete and correct. The most accurate source is usually the equipment nameplate. Asset Data Collection turns nameplate photos into validated, approved asset records, each value tied to the place on the plate it came from.

How to choose AI solutions for utilities →

Updated

The problem

Asset data collection still ends with someone retyping the nameplate

Asset data collection still starts with a person in a pump station reading a nameplate, writing it down, and someone else typing it into the EAM. Values are mistyped. A plate rated 230/460 volts is guessed at one of the two. Characters worn away by rust are filled in from memory. The same drive is created twice because nobody checked the register, and controlled lists fill up with free text.

By the time the record reaches the asset register, nobody can show where a value came from. Then the spreadsheet has to be remapped, column by column, into the layout of the EAM's asset loader template before it can be loaded. A mistyped rating sends a crew out with the wrong part, and capital plans rest on age, size and ratings that are missing or wrong.

typical$625Bof US drinking water infrastructure needs over 20 years, planned asset by asset (US EPA, 2023)
typical$12.9Ma year: the average cost of poor data quality to an organization (Gartner)
Where the hours go to add 50 assets to the registerestimated
By hand38 hours
With the solution10 hours
  • Reading and writing down each nameplate on site10 → 5 h
  • Retyping nameplate values into a spreadsheet8 → 0 h
  • Mapping values to EAM characteristic codes, units and lists6 → 1 h
  • Checking each value against the notes or photos5 → 3 h
  • Searching the register for assets already there4 → 0.5 h
  • Remapping columns into the asset loader template and fixing rejects5 → 0.5 h

Estimated split for one walk-down of about 50 assets, in working hours, by hand and with the solution. Our estimate, not a measured result.

How it works

Nameplate photo to approved record, checked at each step

What comes in
Photos in4 sources · field, desk, register extract, lists
Agents at work
Capture coachlive photo checks
Then
Plate readervalues + regions
Then
Normalizer
Duplicate checker
Then
Loader builderasset loader file
A person decides
Master Data reviewerapproves every record
What comes out
Approved asset record
Asset loader file
Accuracy report
One case, step by step

Asset data collection for one pump motor, from photo to loader file

A water utility, seven weeks after go-live. A utility technician walks a booster pump station with a managed iPad, and a Master Data reviewer has eight open records in the queue. Here is what happens to one pump motor, screen by screen, in the working solution.

A worked example on sample data. Names, IDs and figures on the screens and in this section come from the demo.

  1. 01In the station, no signal

    Glare is caught before the photo is kept

    Utility technician

    The technician scans the asset tag and photographs the 75 HP motor. The capture coach flags glare on the first photo, so the technician takes a second angle and an overall shot. There is no signal in the station, so the photos wait on the iPad and upload once it returns. On the next pump motor, the same check asks for a tilt of about 10° or shade over the plate.

    Safety first: no one opens a guard or climbs for a photo.

  2. 02From a desk

    A whole walk-down uploaded at once

    Maintenance planner

    The planner drops 22 photos from a raw water pump station. The agents fingerprint each photo, group them into 7 assets by tag and time, flag glare on one photo and low light on another, and skip one photo as identical to an earlier upload. Nobody sorts photos by hand.

    1 photo skipped as identical to an earlier upload

  3. 03Once the photos land

    Each value with its confidence and its region

    Plate reader

    The plate reader reads 3 identity values and 10 characteristic pairs, plus 6 more plate values that are kept but not exported. The serial reads at 98%. When the reviewer clicks the serial number, the exact region of the photo it was read from is outlined and zoomed. Approve stays locked: 3 items to resolve.

    Click any value to see the part of the plate it was read from.

  4. 04Photo 2

    Service factor, read from the second photo

    Master Data reviewer

    The service factor sits under glare from the work light in photo 1, where it read at 62%. Photo 2, taken at a second angle, reads 1.15 at 93%. Both readings are kept, and the reviewer confirms 1.15 against photo 2.

    Both readings are kept; the reviewer confirms the value against the photo it came from.

  5. 05One pick

    Two voltages on the plate, and no guess

    Master Data reviewer

    The plate lists 230/460 volts and the EAM characteristic takes one value, so the normalizer leaves it blank under the dual-rating rule. The reviewer picks 460 V, the voltage the motor is connected for, and full-load current follows that choice from 172/86.0 to 86.0 A under the next rule in the set. Both values carry the reviewer's initials as human-verified.

    A dual rating is not averaged or guessed: the reviewer picks one.

  6. 06Already in the register

    The pump drive is caught before it is loaded twice

    Duplicate checker

    The motor's serial has no match in the latest monthly register extract. The pump's drive does: its serial is already EAM equipment, with the same horsepower, voltage, current, phase and enclosure. The submission and the existing equipment sit side by side, and the reviewer marks it as the existing asset, so it is not exported and its photo is kept as evidence.

    The duplicate checker does not merge or reject; a reviewer decides.

  7. 07A worn plate

    Rusted characters stay blank

    Plate reader

    On an aeration blower at the water reclamation facility, four characters of the serial are rusted through. Brake horsepower is washed out by glare from the skylight. Both are left blank and flagged, the duplicate check falls back to model and tag, and the reviewer requests a recapture, which lands on the planner's capture list with the guidance.

    Four characters are rusted through: left blank and flagged, with none guessed.

  8. 08Approved

    Approved by name, version 1

    Master Data reviewer

    The approval shows exactly what the reviewer signs: 3 identity values, 10 characteristic pairs, 3 values the reviewer verified and 19 customer-owned columns left blank. The reviewer's name, the time and version 1 are recorded. Any later change to the record needs a new approval.

    A reviewer approves each record; confidence does not replace sign-off.

  9. 09Before the file is built

    The exact layout of the asset loader template

    Loader builder

    The preview shows all 62 columns, A to BJ, of the SAP-style example template: manufacturer, model and serial in N, O and P, ten characteristic pairs in AB to AU, and the customer-owned columns blank. Each cell opens to its source, rule and approver. Column P for one transformer holds its serial, read from photo 1, within 18 characters, with the reviewer's name and the time of approval.

    Empty characteristic slots stay empty, not filled to reach ten pairs.

  10. 10The file goes out

    Eight records, nine checks, zero errors

    Reviewer and EAM data owner

    Only approved records go in. Nine validation checks pass, from 62 columns in template order to codes from the Characteristics sheet and nothing already in the EAM. The Excel file is written with its validation report: 8 records, 0 errors. The EAM data owner loads it into the EAM and records 8 accepted and 0 rejected, so the load reconciles.

    The EAM data owner loads the file without reworking a column.

Who it’s for

Five roles between the nameplate and the asset register

The same pump motor, seen by the five people who photograph it, upload it, approve it, administer it and load it: their week before, and their week now.

Master data reviewer
Approves each record
Before
Checks values retyped from field notes, with no way to see the plate or show where a number came from.
Now
Works a queue sorted by decision, sees the plate beside each value with its region and confidence, picks dual ratings, resolves duplicates, approves each record by name and builds the loader file.
Utility technician
Captures nameplates in the field
Before
Walks pump stations, often with no signal, and copies plates by hand. Cannot climb into a guard to get a better photo.
Now
Scans the asset tag and takes up to three photos; live checks catch glare, focus and angle before a photo is kept, and photos wait on the iPad until there is signal.
Maintenance planner
Uploads walk-downs from a desk
Before
Comes back from a walk-down with a camera full of photos, often fifty, with no wish to sort them by hand.
Now
Drops the whole batch; the agents group the photos by asset, check their quality and skip repeats. Recapture requests arrive on the planner's list with guidance.
EAM data owner
Loads each file
Before
Reworks spreadsheets into the loader layout and chases rejected rows, when what the job needs is a file that loads untouched.
Now
Receives an Excel file in the asset loader template's own layout with its validation report, loads it and records what the EAM accepted and rejected.
Administrator
Sets users, lists, rules and limits
Before
Answers for where the photos and data go, and wants no change made without the second administrator.
Now
Sets roles from directory groups, the data region, retention and usage limits; a change to rules or limits waits for the second administrator.
The agents

Capture, reading, mapping and duplicate checks in asset data collection

From the photo coach to the loader file, seven agents handle each nameplate; a Master Data reviewer approves each record.

Capture coach

Checks each photo as it is taken (focus, exposure, glare, how much of the frame the plate fills and the viewing angle) and gives one plain instruction to fix a failed check: tilt, shade, wipe, step closer or take a second angle.

  • Never asks anyone to open, remove or climb anything to reach a plate
  • Never keeps photos on the device after upload
Intake agent

Gives each submission its ID, stores the original photo untouched with its fingerprint, groups desk uploads by asset tag and capture time, and resumes an interrupted upload from where it stopped.

  • Never alters an original photo
  • Never makes two records from one photo
Plate reader

Reads the manufacturer, model, serial and each characteristic with its unit, returning the text exactly as stamped, the photo and region it came from and a confidence. When two photos disagree, it returns both readings for review.

  • Never invents or completes a character: a rusted, painted or glare-covered value comes back blank and flagged
  • Never fills a value it cannot see
Normalizer

Maps each value to your EAM's characteristic code and unit under the approved rule set, and checks asset types, the process hierarchy, equipment abbreviations, lengths and required fields. Raw, normalized and reviewer values are kept apart.

  • Never creates a code: a value not on a list waits for the Master Data owner
  • Never chooses between dual ratings
Duplicate checker

Compares each record with the monthly asset register extract from your EAM and with the other submissions, by serial, model and tag, and by photo fingerprint.

  • Never merges or rejects; a reviewer decides
  • No connection to the EAM: it reads the extract only
Loader builder

Writes the Excel file in the exact layout of your asset loader template from approved records, and the validation report that goes with it.

  • Exports approved records only
  • Never fills a customer-owned column or remaps a column
Accuracy monitor

Scores extraction field by field on the acceptance images and on reviewer corrections, and writes the monthly accuracy, volume and completeness report.

  • Reports raw and reviewed accuracy separately
  • Blocks a pipeline change that scores below the go-live target
Master Data reviewer

Approves; owner rules lists; data owner loads.

Ask in plain words

Answers on a record, a plate or a loader file, traced to the photo

Reviewers ask about the queue, a nameplate, a value or an export in plain words. Each answer points to the record and the photo region it comes from. These answers use the sample data.

What needs me today?

Eight open records, none overdue. Two are ready to approve: a pump and an aeration blower. Four need a decision: the pump motor has a dual voltage to pick and one value to confirm; a second aeration blower has two unreadable values; the pump drive matches existing EAM equipment; a blower motor has an enclosure value that is not on the list.

Why is service factor flagged on the pump motor?

Glare from the work light covers the SF cell in photo 1, where it read at 62%. Photo 2, taken at a second angle, reads 1.15 at 93%. Both readings are kept, and you confirm the value against photo 2 before approval.

Which records are blocked from export?

Anything not yet approved is blocked: 8 open records. The 7 approved records pass each check: 62 columns in template order, identity in N, O and P, codes from the Characteristics sheet, and the customer-owned columns blank.

How accurate are we against our go-live target?

Against the target set at go-live (95% in this example), on the acceptance images: identity fields 97.1% over 888 readable fields, characteristic values with units 95.8% over 2,210, and 137 of 141 unreadable fields correctly left blank. Frame size and NEMA rating sit below 95% on their own and are on the error list.

The screens

The extraction workbench, the duplicate check and the loader preview

From the working solution, on its sample data. Pick one to see it large.

The extraction workbenchThe nameplate photo beside each value the agents read for the pump motor: identity and ten characteristic pairs, each with its template columns, confidence and region. Clicking the serial number outlines and zooms where it was read.
A value read from a second photoService factor sits under glare in the first photo. The agents read it from the second angle at 93% and keep both readings, so the reviewer confirms it against photo 2.
Dual ratings wait for a personThe plate lists 230/460 volts and the EAM characteristic takes one value. The reviewer picks 460 V, full-load current follows, and both show as human-verified.
Approved by a named reviewerApproving the pump motor: 3 identity values, 10 characteristic pairs, 3 values verified by the reviewer and 19 customer-owned columns left blank.
Worn characters stay blankOn a rusted blower plate, four characters of the serial are gone and brake horsepower is under glare. Both stay blank and flagged, ready for a recapture request.
Duplicates caught before the loadThe pump drive's serial is already EAM equipment in the monthly register extract. The submission and the existing equipment sit side by side, and the reviewer decides.
Field capture, even with no signalScan the asset tag; live checks for focus, exposure, glare, plate size and angle catch a bad photo before it is kept. Photos wait on the device until there is signal.
A whole walk-down at once22 photos from one raw water pump station, fingerprinted, grouped into 7 assets by tag and time, checked for quality, with one repeat skipped.
The asset loader previewAll 62 columns, A to BJ, of the SAP-style example template, with identity, ten characteristic pairs and blank customer-owned columns. Each cell shows its source, rule and approver.
Export, validated and reconciledOnly approved records go in. Nine validation checks pass, the Excel file is written with its validation report, and the EAM data owner records what the EAM accepted and rejected.
Accuracy against your targetAccuracy field by field on the acceptance images against the target set at go-live (95% in this example), with correct abstention on unreadable fields scored separately. Sample figures.
Data and AIStorage, processing and AI inference in the region you choose, a dedicated database, training on your data locked off, your retention schedule and exit plan, and each provider named.
Governance

Approval by name, cited values and no writes into the EAM

Each value opens to its place on the plateEach value carries the photo it was read from, the region outlined on it and a confidence. Each cell of the loader file shows its source, the rule applied and who approved it, so the question of where a number came from has an answer.
A named reviewer approves each recordConfidence does not replace sign-off. A Master Data reviewer approves each record, with the reviewer's name, the time and the version recorded, and any change after approval needs a new approval. Makers do not approve their own records.
Blank and flagged, not guessedUnreadable characters stay blank and go back for recapture. Dual ratings wait for a person. A value not on a controlled list waits for the Master Data owner; no agent creates a code.
Nothing is written to your EAMThere is no connection to the EAM and no write into any system of record. Approved records leave only as a file in your asset loader template, customer-owned columns stay blank, and your EAM data owner decides each load and records the result.
Roles, sign-in and a second administratorField users capture, reviewers approve, administrators configure, the Master Data owner changes lists and rules, and the EAM data owner loads. Roles come from your directory groups through your identity provider (OpenID Connect or SAML 2.0, with MFA). A change to rules or limits needs the second administrator.
Your region, no training on your dataStorage, processing, backups and AI inference stay in the region you choose, in a dedicated database. Training on your data is off and locked, each cloud, AI and email provider is named, and the audit trail exports as CSV with record versions, alongside an image-set export.
Configuration

Loader template, code lists, accuracy target and data region settings

The target system, the loader template, the codes and lists, the accuracy target and where your data lives are settings your administrators and Master Data owner control.

SettingDefaultChoose from
Target systemSAP-style equipment records in this exampleYour EAM or ERP: SAP, Maximo and similar · no connection, the file is the hand-off
Asset loader templateAL-1.0 · Data sheet, 62 columnsYour own template · a change is assessed, configured, regression-tested and released through change control
Characteristic profileUp to 10 code and value pairs per asset typeCore codes on every motor and drive record · the others come with each asset type's profile
Normalization rule setv1.4 · 9 rules, approved by the Master Data ownerA proposed change goes to the Master Data owner and is run on the acceptance images and the last three exports before release
Accuracy target95% in this exampleSet at go-live · a pipeline change that scores below it is not released
Review timeWithin 2 business days of captureSet by your administrator
Usage alertsAt 70%, 85% and 95% of the image allowanceAt the approved not-to-exceed limit new extraction pauses, every submission is kept and nothing is billed above the limit without written approval
Train any model on your dataOff, lockedOff for us and every provider · changing it needs your written consent
Connections

The EAM, register extract and field devices that asset data runs through

Your EAM or ERPSAP, Maximo and similar: approved records leave as an Excel file in your asset loader template, loaded by your own team
Monthly asset register extractthe equipment export from your EAM, read for duplicate checks and to refresh manufacturer names
Characteristics sheet and controlled listsyour codes and units, asset types, process hierarchy and equipment abbreviations, versioned
Phones and tablets in the fieldmanaged iPads and phones, with live photo checks and an offline queue for stations with no signal
Desk uploadswalk-down photos from any camera, grouped by asset and checked for repeats
Your identity providersingle sign-on over OpenID Connect or SAML 2.0, MFA and SCIM provisioning from your directory groups
What it changes

Fewer retyped values and cleaner EAM loads from asset data collection

Each figure carries its label: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
0
values retyped between the nameplate and the EAM load, by design: the file follows your asset loader template
62 of 62 columns
in template order, no remapping
target
95%
field-level accuracy, the target set at go-live in this example, measured every month
target
100%
of exported records approved by a named reviewer, every value tied to its photo region
8 of 8 records
in today’s loader file

“demo” = seen in the working solution, on its sample data (the accuracy figures are its sample figures) · “target” = the design goal, measured in the live solution; the accuracy target is set by each utility at go-live, 95% in this example · “estimated” = our split of the working hours for one walk-down, not a measured result · “typical” = published figures (US EPA, 7th Drinking Water Infrastructure Needs Survey and Assessment, 2023: $625 billion over 20 years; Gartner, citing its 2020 data quality survey: $12.9 million a year on average). Context: EPRI notes that utility asset databases often hold incorrect or missing asset descriptions, and that nameplates are the most accurate source. SAP and Maximo are named as examples of target systems only. Names on the screens are sample data.

Questions

Asset data collection questions from master data and EAM teams

What is asset data collection?

Asset data collection is gathering the facts about each piece of equipment (manufacturer, model, serial number and ratings) so the asset register in your EAM is complete and correct. The most accurate source is usually the equipment nameplate. Asset Data Collection turns nameplate photos into validated, approved asset records, each value tied to the place on the plate it came from.

How does asset nameplate data collection work?

Asset nameplate data collection starts in the field. Field crews photograph equipment nameplates on a phone or tablet, or upload walk-down photos from a desk. Seven agents check the photo, read every value with a confidence and its region, map it to your EAM codes and units, and check the register for duplicates. A Master Data reviewer approves each record, and only approved records go into the asset loader file.

Does it load into SAP or Maximo?

It produces the file your team loads. Approved records are written into an Excel file in the exact layout of your asset loader template for your EAM or ERP, such as SAP or Maximo. The example is an SAP-style Data sheet with 62 columns. There is no connection to the EAM, and nothing is written to a system of record.

What happens when a nameplate is worn or lists two ratings?

Unreadable characters are left blank and flagged, not completed, and the reviewer can request a recapture with guidance for the field user. When a plate lists two ratings, such as 230/460 volts, the value waits for the reviewer to pick one, and related values like full-load current follow that choice.

How is asset data validated before the load?

Each value is checked against your codes, units, controlled lists, lengths and required fields, and against the monthly register extract and other submissions for duplicates. Before a file is built, nine checks run, including 62 columns in template order, customer-owned columns blank and nothing already in the EAM. Each file carries its validation report.

How accurate is the nameplate reading?

You set the accuracy target at go-live (95% in this example), and it is measured field by field on your own acceptance images and each month. On the sample acceptance set, identity fields read at 97.1% over 888 readable fields and characteristic values with units at 95.8%, and 137 of 141 unreadable fields were correctly left blank. A pipeline change that scores below the target is not released.

Can an agent create a code, merge a duplicate or fill our own columns?

No. A named reviewer approves each record, the Master Data owner decides each list and rule change, and the EAM data owner decides each load. Agents do not create a code, choose between dual ratings, merge a duplicate or fill a customer-owned column.

What do we hand over to get started?

Your asset loader template, characteristics sheet, controlled lists and a register extract. The Agentic Solution Engine builds and deploys the solution from those requirements and documents, and it goes live once each quality gate has passed, including the accuracy target you set on your acceptance images. We will walk you through it on your own nameplates first.

Try asset data collection
on your own nameplate photos.

We'll run Asset Data Collection on a sample of your own nameplate photos and your asset loader template.