understanding hierarchical asset structures in cmms

superior software • exceptional service • cmms success

Understanding Hierarchical Asset

Structures in CMMSGil Acosta

Director of Engineering ServiceseMaint Enterprises

eMaint Best Practices Webinar • Wednesday, May 20, 2015

© 2015 eMaint Enterprises, LLC. Confidential & Proprietary.

Meet the Presenter

www.emaint.com/webinars● Joined the eMaint team in June 2014, and has substantial years of production, quality and project management with Fortune 500 Companies.

● Trained and skilled in organizational development, team leadership, change management and lean manufacturing initiatives

● Extensive training with practical experience in quality systems, industrial statistics, and group dynamics

● BS Engineering from UT El Paso, MS Engineering Management from UT Austin, and MA curriculum in Behavioral Science through Bastyr University.

Gil AcostaDirector of Engineering Services at eMaint


Agenda

I. What is a hierarchical asset structure?

II. Why is it important?

III. How do you begin?

IV. Q & A


Poll Question #1

What motivated you to attend today’s webinar?

A. My current asset hierarchy is not serving me

B. I’m looking for ways to improve my asset hierarchy

C. We don’t have a CMMS and I want to learn more


What is a Hierarchical Asset Structure?

hi·er·ar·chyˈhī(ə)ˌrärkē/

noun1. a system or organization in which people or groups

(ASSETS) are ranked one above the other according to status or authority.

synonyms:pecking order, order, ranking, chain of command, grading, gradation, ladder, scale, range. "in the equipment hierarchy, Tractor Vehicle is two levels above the carburetor system”

As it applies to our assets, hierarchy is simply the relationship between the highest level of equipment and subordinate components. Often times referred to as the Parent Child relationship.


What is a Hierarchical Asset Structure?Establishing the parent-child relationship . . .

Excerpt from Article By Paul Langan, Life Cycle Engineering as appeared in the October 2013 Edition of RxToday

“Once developed, the asset hierarchy parent-child relationship allows the end-user to easily identify which assets are maintainable assets and which assets are considered bill of material assets. ISO 14224 illustrates how a parent-child relationship appears in a pyramid taxonomy.”


What is a Hierarchical Asset Structure?It’s not just about reporting structure . . .

AHU Pump

Room

Building

Site

Motor

AssetParts

Air Handling Unit

Electric Harness

LocationWhat about the electrical panel, Location or Asset?

What about the refurbished motor, Asset or Part?

“If the hierarchy is not accurate it is impossible to gain the reliability, maintainability and required traceability of the assets. How can Planners do their job if they are not aware of the plant’s assets and in particular how the assets relate to other assets?” Paul Langan


Why is Asset Hierarchy Important?

The foundation of any CMMS initiative is to understand, manage and improve the performance of the company's assets.

In order to deliver on this premise, there must be an underlying hierarchical structure that governs those assets.



With the right asset hierarchy, an organization can endeavor to improve asset performance through such Reliability Centered Maintenance (RCM) activities as Failure Modes & Effects Analysis (FMEA), and Root Cause Analysis (RCA).



● A Planner is scheduling maintenance on a piece of equipment

How would you do this without a relationship hierarchy?

1

Benefits of establishing a sound hierarchical asset structure:

Scheduling preventive & predictive maintenance activities

● This saves time, this saves money, and improves uptime because we can shut down a group once to do scheduled maintenance versus numerous shutdowns to do maintenance on individual assets.

● Therefore, all the assets associated with that equipment such as gear boxes, instrumentation, safety valves, and isolation points are also candidates for maintenance while the equipment is offline.



● This helps develop historical data that can be used to calculate total cost of ownership and contributes to “Repair or Replace” analysis.


2


The ability to charge costs to the lowest possible asset level

● This provides a means to identify where maintenance dollars are actually being spent.

● Additionally, once the asset hierarchy relationship has been established, Maintenance can write work orders to the correct asset level and not to a general area.



● FMEA is a step-by-step approach for identifying all possible failures in a design, a manufacturing process, an asset or service.


3


Allows for Failure Mode & Effects Analysis (FMEA)

● “Failure Modes” means the ways, or modes, in which something might fail. Failures are any errors or defects, especially ones that affect asset performance and can be potential or actual. (Work Order History)

● “Effects Analysis” refers to studying the consequences of those failures. Failures are prioritized according to how serious their consequences are, how frequently they occur and how easily they can be detected.

● The purpose of the FMEA is to take actions, think maintenance plan, to eliminate or reduce failures.


How Do you Begin an Asset Hierarchy?

● What is the total cost of ownership for particular equipment?

● What is the MTBF for a particular equipment type?

● What is the MTTR of similar equipment but different manufacturers?

● What child component is creating the most unplanned downtime?

● What child components should be included in the next PM outage?

● What is the break even analysis for repairing or replacing?

Start with the end in mind - What would YOU want to know?



● Begin with a building diagram of your asset domain.

When establishing the asset hierarchy . . .

● It’s not just about the reporting relationship, It’s also about identifying similar assets, assets from the same manufacturer, assets with similar power consumption ratings, and the list goes on and on.

● The ISO/DIS 14224 Standard Taxonomy can be a useful guideline for establishing the appropriate levels. However, do not stop there, companies can customize the structure illustrated in the taxonomy to better manage their unique requirements.



● Asset Tag (MUST BE UNIQUE)● Asset Name● Parent Asset● Parent Asset ID● Asset Type● Manufacturer● Model Number● Serial Number● Location● Room / Level

Typical Asset Hierarchy


Assets

● Parent Grouping● Child Specific Assets● Child Miscellaneous Asset – Only one per parent

INSERT PICTURE OF ASSETS IN EMAINT THAT MEET THE MINIMUM CRITERIA

Asset Structure at a minimum must include the following:


Summary● Begin with the end in mind!

● Set up your specific asset hierarchy

● Monitor the asset performance

● Prioritize asset improvement areas

● Perform RCA / FMEA analysis

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understanding hierarchical asset structures in cmms

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