GIS WIZARD 
GIS-100
USER’S GUIDE 

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Version History

Version Date Author Description

1.0 2014/12/01 Dina Hamilton Initial version
1.1 2015/03/12 Dina Hamilton Update with new functionality

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TABLE OF CONTENTS
NOTICES AND TRADEMARKS ....................................................................................... 4 
COPYRIGHT,  N

ABOUT THIS PUBLICATION .............................................................................................................. 4 

ABOUT THIS MANUAL ..................................................................................................................... 5 

BOUT THE  NTERFACE  

A I  ........................................................................................................
.................................................. .................................................................
............. 5
LICENSING AND PRE-R EQUISITES ..................................................... ................................................ 5 
EQUISITES .....................................................................................................

I NSTALLATION ................................................................................................................................. 6 
1  GIS Wizard User Interface....................................................................................................
Interface............................................... ............................................................... 7 
1.1  Introduction .................................................................................................................... 7 
1.2  GIS Wizard Window ......................................................................................................
..................................................................... ................................. 7 
1.3  Task Window
Windo w.................................................................................................... ............ 10 
.............................................. ..................................................................
2  Operation.................................................................................................................................. 13 
2.1  Introduction .................................................................................................................. 13 
2.2  General Operation...................................................................................................... ... 13 
................................................. ........................................................
2.3  Connectivity Converter................................................................................................. 18 
2.4  Distribution Transformer Converter .............................................................................
................................................ ............................. 30 
2.5  Service Locations Converter ........................................................................................
......................................... ............................................... 37 

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Copyright, Notices and Trademarks

Copyright © 2017 Survalent Technology Corporation. All rights reserved. The

software described in this document is furnished under license,
l icense, and may only
be used or copied in accordance with the terms of such license. The content
of this manual has been carefully checked
check ed for accuracy. However, if you find
any errors, please notify the Survalent Technology Corporation.

Survalent Technology Corporation

7965 Heritage Road
Brampton, Ontario L6Y 5X5 

(905) 826 5000

(905) 826 7144

[email protected] 

www.survalent.com

 Abou
 Ab ou t Thi
Thiss Publ
Pub l i cat
catii on

This manual is intended as a “how to” reference on how to use the GIS
Wizard to integrate GIS data with Survalent’s ADMS .

This manual assumes that you have a working knowledge of ESRI ArcMap,
SQL Server, .NET Framework Client Profile and SmartVU.

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 Abou
 Ab ou t Th
Thii s Man ual

This manual describes how to install and

a nd run the GIS Wizard in order to
successfully convert spatial and non-spatial data into STC tables.

 Abou
 Ab ou t th e Int erf ace

Overview GIS Wizard is a companion software to integrate GIS data with Survalent’s ADMS.
It is capable of converting of ESRI GeoDatabases into STC
ST C protocol compliance
data tables used by the SmartVU GIS import component.

The major function of GIS Wizard

W izard is to bring and convert spatial and non-spatial
data into STC data tables and provide assessment reports for further actions to GIS
data.

The GIS Wizard also provides a user-friendly GUI with a flexibility of conversion and
data checking functionalities.

Requires ESRI License

The GIS Wizard can only be run if you have an ESRI license. If you do not have this
license you must obtain either the ArcGIS for Desktop or ArcGIS Engine license
from ESRI.

Licensing and Pre-Requisites

The prerequisite software you need to run the GIS Wizard

W izard is:

•  .NET Framework 4 Client Profile

•  SQL Server 2005 or later
•
  ArcGIS for Desktop or ArcGIS Engine
Note:  Please ensure that you installed
i nstalled either ArcGIS for Desktop or ArcGIS Engine
 Authentication.

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Installation

Install the GIS Wizard The following procedure describes how to install the GIS Wizard.

Step Action
Click on the installation Kit.
Result: The following window displays.

2 Continue to click Next until the setup is complete.

Click on Finish.
Result:  A shortcut will be created in your start menu

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1 GI
GIS
S Wiza
Wizard
rd User Int
Interf
erface
ace

1.1 Introduction

About this chapter This chapter describes the GIS Wizard interface. It also provides information on
how to create a new task.

1.2
1.2 GIS
GIS Wiza
Wizard
rd Window
Wind ow

About this section The following section describes the GIS Wizard
W izard task window.

GIS Wizard window When you open the GIS Wizard,

W izard, a blank window with the following two tabs is
displayed:

•  Home Tab – this contains function groups for Tasks,

T asks, GIS, Database,
Converters and View

•  GIS Data Management Tab – this contains a check function for the

original GIS data

•  Options Tab – this contains the version number and other options

Figure 1 GIS Wizard Window  –  Home

 Home Tab

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GIS Wizard window  –   GIS Wiza

Wizardrd Wind ow De
Descript
script ion Table  – Home Tab
Home tab The following table describes the icons located across the top of the GIS
Wizard window.

Field Description

New Task Create a new empty conversion task

Open Task Open an existing conversion task

Save Task Save the current task into a task file

 All Tasks Display all open tasks

Load MXD Load up the Esri ArcMap project file

Zoom In Set your cursor as a zoom in tool

Zoom Out Set your cursor as a zoom out tool

Pan Set your cursor as a pan tool

Last Extent Go to the last map extent

Next Extent Go to the next map extent

Connect to DB Connect to output database

Disconnect to DB Disconnect from output database

New Converter Initialize various GIS data converters

Show/Hide Output
Show or hide the Output window
Rule Window
Show/Hide
Incremental Logger Show or hide the Incremental Logger Window
W indow
Window
Show/Hide Rule
Show or hide the Rule Editor window
Editor Window
Set App Themes Change the color scheme of GIS Wizard

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GIS Wizard window  –  GIS

 GIS Data
Management tab

Figure 2 GIS Wizard Window  –  GIS

 GIS Data Management Tab

GIS Wiza
Wizardrd Wind ow De
Descript
script ion Table  – GIS Data Management Tab
The following table describes the icons located across the top of the GIS
Wizard window.

Field Description
Validate Checks for zero length and overlapped line
Conductors sections.
Split Conductors Splits conductors where there are T junctions.
Coalesce Coalesce short conductors to speed up the
Conductors rendering performance
MultiPoint to Convert shapefile geometry from MultiPoint to
SinglePoint SinglePoint
Export electric networks to the Open Street Map
Export OSM
format
Export connectivity’s deflection  to the Open
Export Deflections
Street Map format
Define the coordinate reference system for output
CRS
data

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1.3
1.3 Task
Task Wind
Window
ow

About this section This section describes the Task

T ask window. To create a new task, click on the New
Task icon.

New Task Window To open an existing task, click on the Open Task icon and select the desired task.

 A three-pane window displays

displays the following tabs:

•  GIS View
•  Converters
•  Rule Editor
•  Output

Note:  The same window displays when you open an existing task.

Figure 3 Task Window

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New Task Window New Task Window Descripti on Table 

New
continued The following table describes the different tabs in the new task window.

Tab Description
The GIS View tab contains a map control for
displaying and querying GIS data. A map project
GIS View
(*.mxd) must be loaded into the task before you can

instantiate any converters.

The Converters tab is your workspace to configure the
Converters
GIS conversion rules and do the conversion
con version work.
The Rule Editor allows you to use customized python
Rule Editor
codes to manipulate the converted GIS data.
The Errors and Warnings tab contains a table that
Errors and records all the detected GIS data issues that cause an
Warnings unsuccessful conversion. From this tab, you can
navigate to the listed data issues on the map.

Incremental Incremental Export Logs tab records actions when

Export Logs incremental export executes

Window Layout  
Task Window
The task
tasks window
as you needisduring
fully customizable.
your session.You canyou
When open as amany
open new new or existing
or existing task, an
additional tab is displayed beside the original one.

Figure 4 Reorganized Task Window

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New Task Window Within each task window, you can easily organize the layout for the different
continued panes by clicking on the tab name and dragging the floating window over the
docking icon to where you want the pane to sit.

For example, in Figure 5 you can see the floating window pane. If you want to
move the window pane to the top of the task window, then set your curser over the
top square of the docking icon.

Figure 5 Example of Moving a Pane in the Window

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2 Operation

2.1 Introduction

About this chapter This chapter describes the operation of the GIS Wizard.
W izard.

2.2
2.2 General
General Operation
Operatio n

About this section This section describes how to set up the GIS Wizard in order to start your
conversions.

Overview Before you begin to convert your GIS data, you must:

•
  Load up the ArcMap project file
file ((*.mxd).
*.mxd). The ArcMap
ArcMap *.mxd file contains
the references to GeoDatabases that contains actual data

•   Perform a data validation to ensure the data is correct

•   Split Conductors (Optional)

•   Connect to the STC database

Load the ArcMap The following procedure describes how to load the ArcMap project file (*.mxd).
MXD file
Step Action
Click on New Task in the GIS Wizard
W izard window.
1
Result:  A new task window displays
2 Click on the Load MXD icon and browse to the file.
Result:  A file browser window shows up
Select the file and click Open.
3
Result: The Map file displays.  

Validate the The data itself could be wrong, therefore a raw data check is necessary to help
conductors find any data issues before you start the data conversion procedure.

Conductors, especially primary conductors, are part of the connectivity model. If a

conductor in the GeoDatabase displays with a zero length that shrinks it to a point,
or two-line segments overlap each other, these are not accepted by STC
connectivity model, and will cause an error during conversion.

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Validate the The following procedure describes how to detect potential data issues by running
conductors continued a raw data validation.

Step Action
1 Click on the GIS Data Management tab.
Click on the Validate Conductors button.
Result:  The Validate Conductor Spatial Information window

displays.

Select which conductor layers you want to validate from the

3
Layer Name list.
Under the Check section click on the Zero Length Line
4
Sections and Overlapped Line Sections boxes.

Click on Validate.
Result:  The Validate Conductor Processing dialog displays.
When the validation is complete the number
n umber of records
processed displays.

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Calculate T Junctions The following procedure describes how to calculate T junctions.

(Optional)
Step Action
1 Click on the GIS Data Management tab.
Click on the Calc T Junctions button.
Result:  The Calc T Junctions window displays.

Select the Add button.

3
Result:  The Add GIS Layers window displays.
Select the layers you want to be included in the calculate T
4
 junctions.
In the Output Path enter the location where you want the
calculated T junction layers to be stored.
5
Note:  The default is already displayed in this field. The
default folder is the GIS Wizard Execution folder.
Enter a name for the output folder in the Junction Layer
6 Name field.
Note:  The default is stc_TJunctions.
Click on Calc
Result:  The Calc T junctions dialog displays. When the
calculation is complete the number of records processed
displays.

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Split Conductors The following procedure describes how to split conductors.

(Optional) Step Action
1 Click on the GIS Data Management tab.

Click on the Split Conductors button.

Result:  The Split Conductors window displays.

Under Conductor Layers select the Add button.

3
Result:  The Add GIS Layers window displays.
Select the Primary Conductor layers that you want split and
click on the Add button.
4
Result:  The items selected will display in the Conductor
Layers box.
Under the Junction Layers section click on the Add button.
5
Result:  The Add GIS Layers window displays.
Select the junction layers.
6 Note:  These are the layers that are going to split the
conductor layers.
Click on Start to Split
Result:  The Split Conductors dialog displays. When the
calculation is complete the number of records processed
displays.

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Connect to the STC GIS Wizard outputs its converted GIS data into the STC database which is a SQL
Database Server database. The STC database needs to be connected before you start
converting your data.

The following procedure describes how to connect to the STC database.

Step Action
From the Home tab ribbon click on the Connect STC DB
icon.
Result:  The Database Connection screen displays.

2 Enter the server name, your username and your password.

Click OK.
Result: The STC server is now connected, the Connect to
DB icon is greyed out and the Disconnect STC DB icon is
3 highlighted.

Note:  If it’s the first time you’re running the GIS Wizard, click
on Create DB icon first to create a blank Output DB. 

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2.3
2.3 Connectivit
Connecti vit y Converter

About this section This section describes how to use the connectivity converter.

Overview The connectivity model is the foundation of Survalent’s advanced applications.

Because field devices depend on connectivity, the GIS Wizard has a reliable and
high-performance connectivity converter to import your GIS data into Survalent’s
connectivity model.

The connectivity converter:

1. Gathers GIS layers for connectivity model

2. Maps GIS fields to STC fields

3. Gets spatial information and convert it into SmartVU’s coordinate system  

4. Transforms GIS data values to comply with STC field value restrictions

5. Checks the GIS data integrity and validity

To complete the connectivity conversion, you must perform the following

procedures:

•  Add connectivity layers

•  Map the GIS Fields to the STC fields

•  Select the Value match from the Dictionary

•  Customize the Rules to convert GIS fields (Optional)

•  Start the conversion and extract the conversion output

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Add the connectivity The first step in converting your GIS data is to add relevant layers into the data
layers sources list box.

The following procedure describes how to add relevant layers.

Step Action
Click on the New Converter icon and select Connectivity from
1 the drop-down menu.
Result:  A new Connectivity window displays.

Figure 6 Connectivity Converter

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Add the connectivity

layers continued
c ontinued Step Action
Click on the Add…. b utton in the Data Sources pane.
Result:  The Add GIS Layers window displays allowing you to
select a GIS layers by categories.

Note:  GIS Wizard supports four different types of data

sources
•
to build your connectivity model:
  Switch
•  Regulator
•  Capacitor
•  Primary Conductor
Select a Type from the drop-down list.
3 Result:  The Select Layers field populates the corresponding
layers based on your selection.

Select your layer and click on Add.

4
Result:  The layer displays in the Data Source pane.

5 Repeat steps 2- 4 to add all the required layers.

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Map the GIS fields to The next step is to map the GIS field to STC field for each individual GIS layer.
the STC fields
The following procedure describes how to map a GIS field to a ST
STCC field.

Step Action
From the Data Sources pane, click on the first layer you’ve
 just added.
1 Result:  The “Target Fields” and “GIS Fields” columns display
in the right pane for the selected
sel ected GIS layers with a yellow tag
of the current GIS layer name.
Select the first blue highlighted field and click on the GIS cell
twice.
2
Result:  The field changes color and a drop-down menu
becomes available.
Select the appropriate field from the drop-down menu. See
3
Table 1 for the field descriptions.
Repeat steps 2-3 until all the compulsory fields for this data
source are changed from the default value.
4
Note:  The fields that are not highlighted are non-compulsory.
You can leave them blank or map them to a GIS field.
Repeat steps 1-4 until all the Data Sources you have added
5
are mapped.

Table 1
The following table describes the fields for the connectivity layers.

Column Field De
Descript
script ion
SectionName This is the name of the line section. Alphanumeric.
 All line section names throughout the entire system must be unique, not just
unique within a district.
Mandatory
SectionType Must be one of the following:
•   Conductor
•   Switch
•   Regulator
•
  Stepdown_tx
•   Capacitor
•   Specialdevice

Line sections with type “specialdevice” are mapped to conductors, although

no record is required in the
the DMS Conductors table. These line sections are
graphically represented by PMacros according to the assigned SubType.
SubT ype.
Mandatory 
Description Description of the line section.
Optional  

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Map the GIS fields to the Table 1 Continued

STC fields continued

Column Field De
Descrip
scrip tion
SubType For “switch” device line s ections, these can be anything you like. For
example: Switch, Breaker, Fuse, Disconnect, Interrupter, Elbow, and
Bridge. For “specialdevice” line sections, these can also be anything you
you
like. For example: Bridge, Jumper, and Terminal.

The sub-types are used to

to assign symbols to the devices.
devices. You will see
your various sub-types for both switches and specialdevice included in the
PMacros tab of the Import Configuration editor.

Specialdevice line sections may have one or two node IDs, depending on
whether they are just endpoints or connect two other line sections,
respectively.
Tie If the line section is a switch, this field specifies whether the switch is a tie
switch.
Value is Y/N. Y means tie switch. N or blank means not a tie switch.

Mandatory 
Phase This is the phase. Any combination of ABC.

Mandatory 
NodeId1 This is the node ID associated with one end of a conductor or one side of
a switch (or other) device.

Mandatory 
MapX1 Map X coordinate of node 1.

Mandatory 
MapY1 Map Y coordinate of node 1.

Mandatory 
NodeId2 This is the node ID associated with the other end of a conductor or the
other side of a switch (or other) device.

Mandatory 
MapX2 Map X coordinate of node 2.
For devices, such as switches,
switches, only MapX1 and MapY1 are used.
used. For
these, you can leave MapX2 and MapY2 blank.

Mandatory 
MapY2 Map Y coordinate of node 2.
For devices, such as switches,
switches, only MapX1 and MapY1 are used. For
these, you can leave MapX2 and MapY2 blank.

Mandatory 
VoltageLevel Voltage level. This is used to assign a layer to the line section.

Optional

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Map the GIS fields to Table 1 Continued

the STC fields
continued

Column Field De
Descript
script ion
Non-Ganged For a multi-phase switch, this specifies whether there are separate SCADA

indication
means and controli.e.
non-ganged, points for each
separate phase and
indication (n on-ganged).
(non-ganged). Value
control points
poi nts for is Y/N. Y
each
phase. N or blank means ganged, i.e. one indication and control point for all
phases.
Mandatory 
Underground Specifies whether the conductor is underground or overhead.
Used to assign layers. Value is Y/N. Y means underground,
underground, N or blank
means overhead.
Optional  
Scale Scale factor to be used for PMacro or symbol. If zero or not provided, a value
of 1.0 is used.
Note:  Can be used with specialdevices.

Optional  
Rotation Rotation, in degrees, to be used for PMacro or symbol.

Note:  Can be used with specialdevices.

Optional  
Deflections For conductors only. Specifies whether the conductor is to be represented
graphically by a polyline. Value is Y/N. If Y, it will be expected to find one or
more associated records in the Deflections table, with this line section name.

Optional  

Set the values in the  After mapping your GIS field to the STC field, you need set up the values in the
Dictionary dictionary in the Dictionaries window pane before you run the conversion.

The dictionary enables you to match your GIS values to the accepted STC
protocol to ensure the fields are mapped correctly.

For example, the phase field in your GIS data might use combinations of RWB to
represent your phase configuration device whereas the STC protocol only accepts
combinations of ABC. You can use the dictionary
d ictionary to map RWB to ABC ensuring
the conversion is successful.  

To set the dictionary use the drop-down menus beside the fields to map your GIS
values to the STC protocol.  

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Customize the Rules Each target field can be converted from one or many GIS fields using a Python
to convert GIS fields script that you can create in the Rule Editor pane. To do this, first you need to
(Optional)   choose which target field you want to customize, and then
t hen define the Python
function with its arguments.

Step Action
From the Target Fields list, select the field you want to write
1
a script for.

In the Rule Editor window pane go to the Variable box and

set up the function with the arguments.
Note: Use the arguments from the GIS field.

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Customize the Rules Step Action

to convert GIS fields Go to the Define the function box and define the function.
(Optional)   Result: The rule will be defined.
Note:  The script is automatically saved once it’s added.  

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Start the conversion Once you’ve completed the entire setup, you can start your conversion.

The following procedure describes the last step in the conversion process.

Step Action

Click on the Export button located in the Operations pane.

Result:  The Connectivity Processing window pops up.

When the processing is complete, click close.

Result:   A
A report showing any data issues such as “Not
Imported” or “Warnings” is displayed in the Output wwindow
indow
located at the bottom of your main window.

2 Note:  To see this report you need to expand the Output
window pane. You can expand the pane by: 
  clicking on the top of the frame and scrolling up
•

  clicking on the Output tab and moving the pane on

•

over the docking icon

Confirmation
When the conversion is complete, the Connectivity Processing window displays
the number of records processed and the number of records imported.

The number of records processed and the number of records imported should
match. If the numbers do not match this indicates that the conversion
con version was not
completely successful. The successful records will still be imported into SmartVU.

Go to the Fixing Errors section for details on how to identify and fix the errors.

Saving the Configuration

Whether the conversion was completely successful or not, you can save your task
by clicking on the Save Task icon. The Save As window pops up enabling you to
enter the file name.

Then the next time you want to run a conversion, you can click on the Open Task
icon and use the parameters you set up the first time ran the conversion.

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Check the topological If you are confident that there are no invalid topological loops, you can skip this
loops procedure.

If you want to ensure that no invalid

invali d topological loops exist, then you must check for
them after the conversion is completed.

Searching for Topological Loops

The following procedure describes how to search for topological loops.

Step Action
Click on the Check Loops button located in the Operations
pane.
Result:  The Loop Checking Processing window pops up.

When the processing is complete, click close.

Result:  A report is displayed in the output pane showing any
loop issues including the line section names and switch
names.
2
Note:  To see this report you need to expand the Output
window pane. You can expand the pane by: 
  Clicking on the top of the frame and scrolling up
•

  Clicking on the Output tab and moving the pane on

•

over the docking icon

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Define the Protective The first time you run a conversion, you should perform this procedure to create a
Devices  list of switch subtypes that correspond to protective devices.

For subsequent conversions, you can skip this step if there is no change to the list
of protective device subtypes.

Definin
Definin g the Protective De
Devices
vices Definition
The following procedure describes how to define the protective device
de vice definition.
Step Action
Click on the Define Protective Device button located in the
Operations pane.
Result:  The Protective Device Definition window pops up.

Choose the subtypes for protective devices from the left-

2
hand list box and add them to the right-hand side.
When you are done selecting the appropriate source
subtypes, click Confirm.
3
Result:  Protective device subtypes are added to the output
Database.

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Fix the errors  Each converter displays an error output report if there are any data issues during
the conversion process. Some of the data issues could be lack of essential
information or incompatible data presentation.

Note:  You do not have to fix the errors before you can import the successful data
into SmartVU. If you decided to fix the errors at a later date must copy them into a
spreadsheet to save them. All the errors are cleared when you close the GIS
Wizard or perform another conversion.
The following procedure describes how to fix the files
fil es that have not been
converted.

Step Action
1 Click on the GIS View tab. 
In the Output window pane, double-click on the error record
you want to fix
2
Result:  The error displays on the map in the GIS view with a
blue highlight. 
highlight. 

Click on the Zoom In icon or select Zoom In from the right-

3 click drop-down menu.
Result:  The cursor turns into a zoom icon.

Left-click on the mouse, drag the zoom icon over

o ver the
4 highlighted feature and release mouse button.
Result:  The error is magnified.

Right-click and select Identify from the drop-down menu.

5
Result:  The Identify window pops up.  
Select the highlighted feature.
6 Result:  The Identify window displays the values for the
occurred.  
source where the error occurred. 

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2.4
2.4 Distribut ion Tra
Transfor
nsformer
mer Converter
Converter

About this section This section describes how to use the Distribution Transformer Converter.

The Distribution Transformer Converter brings your GIS transformer data into the
Overview STC transformer model by retrieving the transformers’ spatial and
non-spatial information and searching the parent’s primary conductor informat ion.

The Distribution Converter:

1. Gathers GIS layers including transformers and parent primary conductors for
distribution transformer model

2. Maps GIS fields to STC fields

3. Gets spatial information and convert it into WGS1984

W GS1984 coordinate system

4. Transforms GIS data values to comply with STC field value restrictions

5. Checks the GIS data integrity and validity

To complete the transformer conversion, you must perform the following

procedures:

•  Add transformer layers and parent layers

•  Map the GIS Fields to the the STC fields

•  Select the Value match from the Dictionary

•  Start the conversion and extract the conversion output

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Add the transformer The first step to convert your GIS data is to select the transformer layer from the
layer drop-down menu.

The following procedure describes how to add relevant layers.

la yers.

Step Action
Click on the New Converter icon and select Transformer from
1 the drop-down menu.
Result:  A new Transformer window displays.

Figure 7 Transformer Converter

Step Action
Click on the drop-down menu beside the Transformer field
2 and select your distribution transformer layer.
Result:  The layer displays in the Transformer field.

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Map the GIS fields The next step is to map the GIS field to STC field for the transformer layer.
to the STC fields
The following procedure describes how to map a GIS field to a STC field.

Step Action
Select the first blue highlighted field and click on the GIS
Field cell twice.
1
Result:  The field changes color and a drop-down menu
becomes available.
Select the appropriate field from the drop-down menu.
2
See Table 2 for the field descriptions.

Table 2
The following table describes the fields for the transformer layer.

Column Field De
Descript
script ion
TxNumber Unique name or number of the transformer. Alphanumeric.
 All transformer numbers throughout
throughout the entire system
system must be unique, not
 just unique within a district.

Mandatory
Description Description of transformer.

Optional  
MapX Map X coordinate of transformer.
Optional if you provide Latitude and Longitude.

Mandatory 
MapY Map Y coordinate of transformer.
Optional if you provide Latitude and Longitude.

Mandatory 
Latitude Latitude of transformer location.
Optional if you provide MapX and MapY.

Mandatory 
Longitude Latitude of transformer location.
Optional if you provide MapX and MapY.

Mandatory 
ParentSectionName Name of line section that the transformer is connected to.

Mandatory 
Phase Phase of the transformer. Any combination of ABC.

Mandatory 
BankId Bank ID. Zero if not a transformer bank.

Optional  
InstallDate Installation date.

Optional

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Map the GIS fields to Table 2

the STC fields The following table describes the fields for the transformer layer.
continued

Column Field De
Descript
script ion
Manufacturer Name of manufacturer.

Model Optional
Model  
number.

Optional  
SerialNumber Serial number of the transformer.

Optional  
KvaRating KVA rating.
Used by OMS to calculate an outage case’s lost KVA.  

Optional  
WindingCode The options for this field is as follows:

•  0 - NA
•  1 - Y-Y
•

   D-Y
Grounded Y-D
•

•  Ungrounded Y-D
•  Open Y-D
•  D-D
•  Y-Y Grounded through grounding impedance
•   Y-Y 3ph core type
•   D-D one
•   D-D open
•   Y-Y-D Ground
•   Y-D one
•   D-Y open 

Optional  
VoltageIn Primary voltage of transformer.
Optional  
VoltageOut Secondary voltage of transformer.
Optional  

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Add the parent layers The next step is to add the

t he parent layers. Parent layers refer to primary
conductors for the transformers. In the STC protocol, each individual transformer
needs to know its parent primary conductor.

The following procedure describes how to add a parent layer.

Step Action
Click on the Add…. button in the Parent Layers pane 
Result:  The Add GIS Layers window displays.

Select your layer and click on Add.

Result:  The layer displays in the Parent Layers pane.
2
Note:  You can add multiple parent layers is needed.

Set the values in the  After you’ve added the parent layer , you need set up the value in the phase
Dictionary dictionary before you run the conversion.

From the Phase Dictionary pane, use the drop-down menu beside the Dictionary
File field.

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Start the conversion Once you’ve completed the entire setup you can start your conversion.  

The following procedure describes the last step in the conversion process.

Step Action

Click on the Export button located in the Operations pane.

Result:  The Connectivity Processing window pops up.

When the processing is complete, click close.

Result:   A
A report showing any data issues such as “Not
Imported” or “Warnings” is displayed in the Output window
located at the bottom of your main window.

2 Note:  To see this report, you need to expand the Output
window pane. You can expand the pane by: 
  clicking on the top of the frame and scrolling up
•

  clicking on the Output tab and moving the pane on

•

over the docking icon

Confirmation
When the conversion is complete, the Transformer GIS Processing window displays
the number of records processed and the number of records imported.

The number of records processed and the number of records imported should
match. If the numbers do not match this indicates that the conversion was not
completely successful. The successful records will still be imported
im ported into SmartVU.

Go to the Fixing Errors section for details on how to identify and fix th
thee errors.

Sa
Saving Config uration  
ving th e Config
Whether the conversion was completely successful or not, you can save your task
by clicking on the Save Task icon. The Save As window pops up enabling you to
enter the file name.

Then the next time you want to run a conversion, you can click on the Open Task
icon and use the parameters you set up the first time you ran the co
conversion.
nversion.

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Fix the errors Each converter displays an error output report if there are any data issues during
the conversion process. Some of the data issues could
co uld be lack of essential
information or incompatible data presentation. 

Note:  You do not have to fix the errors before you can import the successful data
into SmartVU. If you decided to fix the errors at a later date must copy them into a
spreadsheet to save them. All the errors are cleared when you close the GIS Wizard
or perform another conversion.

The following procedure describes how to fix the files that have not been converted.

Step Action
1 Click on the GIS View tab. 
In the Output window pane, double-click on the error record
you want to fix
2
Result:  The error displays on the map in the GIS view with a
blue highlight. 
highlight. 
Click on the Zoom In icon or select Zoom In from the right-
3 click drop-down menu.
Result:  The cursor turns into a zoom icon.

t he
Left-click on the mouse, drag the zoom icon over the
4 highlighted feature and release mouse button.
Result:  The error is magnified.

Right-click and select Identify from the drop-down menu.

5
Result:  The Identify window pops up.  
Select the highlighted feature.
6 Result:  The Identify window displays the values for the
occurred.  
source where the error occurred. 

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2.5
2.5 Servi
Service
ce Loc
Locations
ations Converter

About this section This section describes how to use the Service Locations Converter.

Overview Service Locations Converter convert your GIS service locations into STC service
location model by retrieving the service locations’ spatial and non-spatial information
and searching for links to distribution transformers.

The Service Location Converter:

1. Gathers GIS layers including meter, distribution transformer and secondary

conductors for meter model

2. Maps GIS fields to STC fields

3. Gets spatial information and convert it into WGS1984

W GS1984 coordinate system

4. Transforms service location data values to comply

com ply with STC field value
restrictions

5. Checks the GIS data integrity and validity

To complete the service location conversion, you must perform the following
procedures:

•  Add service location layer

•  Map the GIS Fields to the STC fields

•  Select the Value match from the Dictionary

•  Get the phase from the parent transformer

  Calculate the spatial relationship between the service locations and

transformers

•  Start the conversion and extract the conversion output

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Add the service The first step to convert your GIS data is to select the service location layer from the
location layer drop-down menu.

The following procedure describes how to add relevant layers.

la yers.

Step Action
Click on the New Converter icon and select Service
1 Locations from the drop-down menu.
Result:  A new Service Locations window displays.

Figure 8 Service Locations Converter

Step Action
Click on the drop-down menu beside the Service Location
2
field and select your layer.

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Map the GIS fields to The next step is to map the GIS field to STC field for the service location layer.
the STC fields
The following procedure describes how to map a GIS field to a STC field.

Step Action
Select the first blue highlighted field and click on the GIS
Field cell twice.
1
Result:  The field changes color and a drop-down menu
becomes available.
Select the appropriate field from the drop-down menu.
2
See Table 3 for the field descriptions.

Table 3
The following table describes the fields for the service location layer.

Column Field Descrip

Descrip tion
MeterNumber Unique meter number or name. Alphanumeric.
Alphanumeric. Typically, not provided in the
GIS (the meter numbers
numbers themselves are usually imported
imported from the CIS
CIS).
). If
provided, however, all meter numbers throughout the entire system must be
unique, not just unique within a district.

Description Optional of service location.

Description

Optional
ServLocId This is a name or number that uniquely and permanently identifies this service
location. An account number can be be used for this purpose if it ((or
or part of it) is a
permanent attribute of this service location.

Mandatory  
 AccountNumber Account number. Alphanumeric.

Mandatory  
CustomerNumber Customer number. Alphanumeric.
Note: This can be an account number if you don’t have customer  numbers,
 numbers, and
if customers that have multiple meters are represented multiple times in the CIS.

Mandatory  
ServiceAddress1 Line 1 of the street address of this service location. (This is not necessarily the
billing address.)

Mandatory  
ServiceAddress2 Line 2 of the street address of this service location. (This is not necessarily the
billing address.)

Mandatory  
ServiceCity Service city.

Mandatory  
ServiceState Service state/province.

Mandatory  

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Map the GIS fields Table 3 Continued

to the STC
fields continued

Column Field Descrip

Descrip tion
ServiceZip Service zip or postal code.

ServicePhone Mandatory  
Phone number at this service location. Typically the same as the customer's
phone number, but can be different if the service location is a business.

Mandatory  
BusinessName Name of business, if this service location is a business.

Optional
SerialNumber Serial number of meter.

Optional. Usually comes from CIS.

Manufacturer Manufacturer of meter.

Optional. Usually comes from CIS

ModelNumber Model number of meter.

Optional. Usually comes from CIS

Priority Code (1-5). Usually comes from CIS. OMS uses this to calculate the priority
and severity of an outage case. If not provided, a default value of 1 is assigned.

Optional  
InstallDate Installation date. If text file, format is YYYY-mm-dd.

Optional
SpecialNote Special needs at this service location. For example, someone at this service
location is an invalid or has medical equipment.

Optional, but a very impor tant field.

CallbackRequired Flag that specifies that a callback is required when service is restored after an
outage (whether someone has called or not).

Y/N
added- Ytomeans a callback
the callback list. is
Nrequired
or blank and thatathe
means customer
callback is required
is not to be automatically
(unless
the customer calls and requests one).

Optional

Set the values in the  After mapping your GIS field to the STC field, you
you need set up the value in the
Dictionary phase dictionary before you run the conversion.

From the Dictionary pane, use the drop-down menu beside the Phase field to select
the correct value.

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Get the phase The next step is to add the phase from the parent transformer. In some situations,
information phase information is provided in the GIS service location layer and needs to be
extract from the transformer layer. The GIS wizard provides an option to inherit
phase information for certain service locations from their corresponding
transformers.

The following procedure describes how to get phase information

i nformation from the parent
transformer.

Step Action
Check the Enabled check box in Get Phase Information from
Transformer window pane.
1
Result: The Transformer Layer, Transformer Name Field
Result:
and the Transformer Phase Field become enabled.
Select the appropriate values using the drop-down menu of
2
each field.

Calculate the spatial If the service location layer in GIS data doesn’t contain a field to indicate the meters’  
relationship parent transformer information you can have the GIS Wizard trace back from a
transformer to a specific meter. The GIS Wizard then follows the secondary network
to calculate the relationships between service locations and transformers.

The following procedure describes how to tell the GIS Wizard to calculate the
relationships between the service locations and their transformers.

Step Action
Check the Enabled check box in the “Calculate Spatial
Relationship between Meters and Transformers” window
1 pane.
Re sult: The Transformer and Secondary fields become
Result:
enabled.
Click on the drop-down menu beside the Transformer field
2
and select the appropriate
a ppropriate transformer layer.
Click on the Add… button beside the Secondary Conductor
field.
Result:  The following window pops up.

Select a secondary conductor.

Note:  If you have an open point, the GIS Wizard will use that
4
to differentiate multiple transformers’ coverages if they
overlap.

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Start the conversion Once you’ve completed the entire setup , you can start your conversion.

The following procedure describes the last step in the conversion process.

Step Action

Click on the Export button located in the Operations pane.

Result:  The following window pops up.

When the processing is complete, click close.

Result:   A
A report showing any data issues such as “Not
Imported” or “Warnings” is displayed in the Output window
located at the bottom of your main window.
2
Note:  To see this report you need to expand the Output
window pane. You can expand the pane by:
  Clicking on the top of the frame and scrolling up
•

  Clicking on the Output tab and moving the pane on

•

over the docking icon

Confirmation
When the conversion is complete, the Service Location Processing window
displays the number of records processed and the number
num ber of records
imported.

The number of records processed and the number of records imported should
match. If the numbers do not match this indicates that the conversion was not

completely
SmartVU. successful. The successful records will still be imported
im ported into

Go to the Fixing Errors section for details on how to identify and fix the errors.

Sa
Saving Config uration  
ving th e Config
Whether the conversion was completely successful or not, you can save your
task by clicking on the Save Task icon. The Save As window pops up
enabling you to enter the file name.

Then the next time you want to run a conversion you can click on the Open
Task icon and use the parameters you set up the first time ran the
conversion.

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Fix the errors Each converter displays an error output report if there are any data issues
during the conversion process. Some of the data issues could be lack of
essential information or incompatible data presentation.  

Note:  You do not have to fix the errors before you can import the successful
data into SmartVU. If you decided to fix the errors at a later date mu
must
st copy
them into a spreadsheet to save them. All the errors are cleared when you
close the GIS Wizard or perform another conversion.

The following procedure describes how to fix the files that have not been
converted.

Step Action
1 Click on the GIS View tab. 
In the Output window pane double click on the error record
you want to fix
2
Result:  The error displays on the map in the GIS view with a
blue highlight. 
highlight. 
Click on the Zoom In icon or select Zoom In from the right-
3 click drop-down menu.
Result:  The cursor turns into a zoom icon.
t he
Left-click on the mouse, drag the zoom icon over the
4 highlighted feature and release mouse button.
Result:  The error is magnified.
Right-click and select Identify from the drop-down menu.
5
Result:  The Identify window pops up.  
Select the hightlighted feature.
6 Result:  The Identify window displays the values for the
occurred.  
source where the error occurred. 

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