maintenance management and rcm

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    State of the Industry in ReliabilityCentered Maintenance

    Presented by Marius BassonGlobal Head of Reliability at CH2M HILL

    Xenia, OHJune 5, 2014

    1

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    Maintenance Paradigms

    1. The Primary objective of maintenance is to optimize plantavailability at minimum cost

    2. Maintenance is all about preserving physical assets3. Most equipment becomes more likely to fail as it gets older

    4. Proactive maintenance is all about preventing failure5. Generic maintenance programs can be developed for most types

    of physical assets6. Comprehensive data about failure rates must be available before it

    is possible to develop successful maintenance strategies7. The probability of catastrophic failures can be almost eliminated

    by fitting suitable protection

    2

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    Maintenance Paradigms (continued)

    8. There are three basic types of maintenance: predictive, preventiveand corrective

    9. The frequency of predictive tasks should be based on thefrequency of the failure and/or the criticality of the item

    10. Maintenance policies should be formulated by managers andmaintenance schedules drawn up by suitably qualified specialistsor external contractors (a top-down approach)

    11. The maintenance department on its own can develop a

    successful, lasting maintenance program12. Equipment manufacturers are in the best position to develop

    maintenance programs for new physical assets

    3

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    1. Primary objective of maintenance

    Primary FunctionThis is normally the reasonwhy the asst exist

    5

    Secondary Functions• Environmental integrity• Safety requirements• Structural integrity• Control requirements• Containment• Comfort• Appearance• Protection• Economy and Efficiency• Superfluous function

    Example: The primary function of a wastewater pumping station is transfer wastewaterfrom the collection system to the treatment pant at a minimum rate of 600 MGD.Examples of secondary functions may be to generate an alarm when wet well levelrises above normal operating conditions or to shut down the motor in the event of anelectrical overload.

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    2. Defining maintenance

    Old ParadigmMaintenance is all aboutpreserving physical assets

    6

    New ParadigmMaintenance is all aboutpreserving the functionsof physical assetsthroughout their usefullives

    We have seen that every asset (system or subsystem) has at least oneand normally several functions (primary and secondary).

    Preserving asset functions leads to optimization of the maintenanceprogram where on the other hand preserving physical asset could lead to

    over maintenance and superficial maintenance.

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    2. Defining maintenance

    7

    Maintenance must causethe asset to continue

    to function in this zone

    Maintenance cannot raisethe performance of the assetbeyond its built-in capability(or inherent reliability)

    Desired performance(what the user wants it to do)

    Built-in capability(what the asset can do)

    If we are to apply a process used todetermine what must be done toensure that a physical assetcontinues to do whatever its users

    want it to do in its present operatingcontext we need to:

    Know exactly what its userswant it to do

    Be certain that the asset iscapable of doing what its userswant from the start

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    2. Defining maintenance

    8

    Example:When we maintain an oil pipeline800 miles long (by doing the samemaintenance along the entirelength), we are maintaining what itis (asset focused) rather than whatit should be (functional focus). Weneed to understand the user

    requirements and asset capabilityto optimize the maintenanceprogram.

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    3. Characteristics of failure

    Old ParadigmMost equipment getsmore likely to fail as they

    get older

    9

    New ParadigmFailure characteristicsindicate that for less than20% of all failures there is adirect relationship betweenthe age of the equipmentand the likelihood of failure.

    The traditional view was that most failures occur on or at about thesame age, and most maintenance programs were based on this belief.It is also true that for many failures there are no effective form ofproactive maintenance (predictive or preventive).Intrusive

    maintenance may increase the likelihood of failure.

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    Characteristics of failure (Traditional view)

    10

    C o n

    d i t i o n a

    l

    P r o

    b a b i l i t y o f

    F a i l u r e

    LIFE Most items

    wear out atabout thesame age

    Time (age)Failure Pattern B

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    Third Paradigm – Reality of failure

    11

    Pattern A: The "Bathtub Curve"High infant mortality, then a low level ofrandom failure, then a wear-out zone

    A

    Pattern B: "The Traditional View"Random failure then a wear-out zoneB

    Pattern C: Steady increase in the probability of failureC

    Pattern D: A sharp increase in the probability of failuresettling down to random failure

    D

    Pattern E: Random FailureNo relationship at all between how old it is andhow likely it is to fail

    E

    Pattern F: The "Reversed J" CurveHigh infant mortality then random failure

    F

    4 %

    2 %

    5%

    7%

    14 %

    68 %

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    4. Proactive maintenance

    Old ParadigmProactive maintenance isall about preventing failure

    12

    New ParadigmProactive maintenance isabout preserving assetfunctions (ensureequipment continuous todo what its user want it todo)

    All proactive maintenance (routine maintenance) is planned but not allplanned maintenance is routine. In some cases reactive maintenance(repair or corrective) may be more effective.

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    4. Proactive maintenance – Preventivemaintenance for “age related” failures

    13

    Time (age) C o n

    d i t i o n a

    l P r o

    b a b i l i t y o f

    F a i

    l u r e

    Life

    Carry out scheduled overhaul (scheduled restoration)or planned replacement (scheduled discard) justbefore reaching the wear-out zone

    Wear-outzone

    Preventive maintenance – Scheduled restoration and scheduled discardtasks may be feasible for age related failures

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    4. Proactive maintenance – Predictivemaintenance

    14

    P e r

    f o r m a n c e o r

    C o n

    d i t i o n

    ( R e s

    i s t a n c e

    t o S t r e s s )

    Time

    OK

    Point where failure starts to occur(not necessarily related to age)P = Potential Failure(point where we can findout that it is failing)P

    FunctionalFailure

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    4. Proactive maintenance – Predictivemaintenance - failures that give us a warning

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    On-condition techniques fall into 4 basic groups:

    Condition monitoring Use specialized equipment to monitor the condition

    of other equipmentProduct quality monitoring Such as Statistical Process Control

    Machine performance monitoring Temperatures, pressures, power consumption, etc.

    The human sensesSight, hearing, touch, taste and smell

    3

    X 1 000

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    4. Proactive maintenance – Functionalchecks for hidden failures

    16

    Hidden functions - equipment(protective devices) fail in sucha way that no one knowswhether they are still working or

    not during normal operation

    Hidden failures only becomeevident when somethingelse also fail……

    ProtectedFunction(Duty Pump)

    ProtectiveDevice(Standby Pump)

    Fails

    Failed MultipleFailure

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    5. Generic maintenance programs

    Old ParadigmGeneric maintenanceprograms can be developed

    for most types of physicalassets (similar assets)

    17

    New ParadigmThe Operating Contextdetermines the wayequipment fail, theconsequences of failureand the appropriatemaintenance program

    The Operating Context must be clearly defined at the start of the RCManalysis (before maintenance strategy is defined)

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    5. Generic maintenance programs

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    B A C

    Stand alone

    Failure of pump A affectsoperations

    Try to prevent it from failingPreventive/ Predictive

    maintenance)

    If pump B fails swi tchto C and repair B

    Run to failure

    (“BreakdownMaintenance”)

    No direct consequences if Cfails while B is still working

    Check periodically if C hasfailed (failure finding)

    Traditional thinking will suggest a generic maintenance program butthe from the above it is clear that identical items should have

    different failure management policies if they are applied differently

    Duty Stand-by

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    6. Failure history and data

    Old ParadigmComprehensive data aboutfailure rates must be

    available before it is possibleto develop successfulmaintenance strategies

    19

    New ParadigmIt is more important tounderstand the failuremechanisms andcharacteristics. In ourcontinuous effort toimprove availability andreliability we “destroy”

    data required fordeveloping failuremanagement strategies.GOOD

    FAIR

    POOR

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    7. Protective devices

    Old ParadigmThe probability of catastrophicfailures can be almost

    eliminated by fitting suitableprotection

    20

    New Paradigm Adding protectivedevices only is notenough. A suitablefailure managementstrategy with adequateprotection will reduce the

    risk of catastrophes. Adding protection alsoincreases maintenance

    Electrical circuitprotection

    Standby sump pump

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    8. Maintenance Activities

    Old ParadigmThere are three basictypes of maintenance:

    predictive, preventiveand corrective

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    New ParadigmThere are four basic typesof maintenance: predictive,preventive, functionalchecks and correctivemaintenance

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    9. Predictive maintenance task frequency

    Old ParadigmThe frequency of predictivetasks should be based on the

    frequency of the failure and/orthe criticality of the item

    23

    New ParadigmThe frequency ofpredictive task should bebased on the P-FInterval

    Maintenance should be worth doing (deal with consequences) andtechnical feasible. Criticality determines weather maintenance is worthdoing, technical characteristics determine the frequency of maintenance.

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    9. Predictive maintenance task frequency

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    P e r

    f o r m a n c e o r

    C o n

    d i t i o n

    ( R e s

    i s t a n c e

    t o S t r e s s )

    Time

    OK

    Point where failure starts to occur(not necessarily related to age)P = Potential Failure(point where we can findout that it is failing)P

    FunctionalFailure

    P-F Interval

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    10. Formulating maintenance strategies

    Old ParadigmMaintenance policies should beformulated by managers andmaintenance schedules drawn up bysuitably qualified specialists orexternal contractors (a top-downapproach)

    25

    New ParadigmMaintenance policies should beformulated by operations andmaintenance personnel workingtogether with anybody else whohave something legitimate to sayabout the asset.

    MAINTAINER OPERATOR

    SPECIALIST

    OPERATIONSSUPERVISOR MAINTENANCESUPERVISOR

    FACILITATOR

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    11. Formulating maintenance strategies

    Old ParadigmThe maintenance departmenton its own can develop a

    successful, lastingmaintenance program

    26

    New ParadigmMaintenance policies shouldbe formulated by operationsand maintenance personnelworking together withanybody else who havesomething legitimate to say

    about the asset.MAINTAINER OPERATOR

    SPECIALIST

    OPERATIONSSUPERVISOR MAINTENANCESUPERVISOR

    FACILITATOR

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    12. Formulating maintenance strategies

    Old ParadigmEquipment manufacturers are in thebest position to develop maintenanceprograms for new physical assets

    27

    New ParadigmThe expertise of the equipmentmanufacturers should not beignored but in most cases the

    OEMs ignore the operatingcontext and will provide genericmaintenance programs. On theirown, the OEMs cannot developsustainable maintenanceprograms……