History of Maintenance Management

A Bureaucratic Basis for Maintenance Management 

In 1653, “An Act for Constituting Commissioners for Ordering And Managing the Affairs of the Admiralty And Navy” established the responsibilities of the Admiralty and Commissioners of the Navy. The Commissioners were to make policy for building, fitting out, “repairing and preserving,” and “sale and disposal of old and unserviceable ships and vessels.” Another duty was to conduct a survey (i.e. an inventory) of the nation’s ships and naval stores, an element carried over from Monson’s Tracts in 1624.

William Sutherland was a ship’s master carpenter in the late 1600s. Returning to shore, he became a foreman in the Portsmouth dockyard, then was promoted to be a senior manager at the Deptford yard. Sutherland wrote two books about naval architecture and ship construction. His 1717 book Britain’s Glory: or Ship-Building Unvail’d documented lifecycle maintenance in the Royal Navy.

John Fincham was master shipwright at Chatham and Portsmouth, and the superintendent of the school of naval architecture. He wrote several books about shipbuilding and construction of masts. In 1851, he wrote a history of naval architecture. His history recorded some design changes that the Royal Navy made in the 1700s to improve the reliability of its ships. These changes were important and permanent enough for Fincharm to discuss them 100 years later.

Samuel Pepys is famous for keeping a diary from 1660 to 1669. He recorded details of everyday life in London during the Restoration period, including firsthand accounts of the plague and the Great Fire of London. Pepys spent most of his career managing the Royal Navy’s logistics and shipbuilding programs during the second, third, and fourth Dutch wars. From 1673 to 1679, he was the Secretary for the Admiralty. He fought bureaucratic waste and endemic bribery while building the so-called “Thirty New Ships” of 1677. After infighting between political factions, Pepys resigned in 1679 to face trial for corruption himself.

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Preservation and repair are as old as sailing, but a written record of how this was managed has not always survived. One failure mechanism that has affected wooden vessels for centuries is shipworm – a mollusc that drills deep holes into the hull. 

Shipworm was common in the Mediterranean, so there is a long record of means to combat it. A shipwreck in Kyrenia has been dated to somewhere between 384 BC – 288 BC. The hull was covered with hammered lead sheathing to protect it from shipworm. Archaeological examination concluded that over its lifetime, the ship had received four major repairs, and in-service modification. The Kyrenia ship first sailed with no sheathing, but wooden sheathing was added. Later, lead sheathing was used. (Steffy p. 95)  Archeologists have also observed the use of oche on ship hulls in the Mediterranean and debate if the purpose was preservation of the hull. Several Greek and Roman ships with lead sheathing have been studied. By 1514, Spain was using lead sheathing. An Englishman who had served the Spanish crown sheathed a small English squadron with lead sheathing in 1553. (Wilkinson p. 132)  In 1624, Monson wrote in Monson’s Tracts that the Spanish and Portuguese used lead sheathing, but that it was “not durable” so not in use in England.

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1624 – Monson’s Tracts Describe Basic Asset Management 

In 1585 at the age of 16, William Monson ran away to sea as a privateer. Later, in the English Navy, he served during the defeat of the Spanish Armada. He was a ship captain, squadron commander, admiral, and eventually a member of parliament. Wikipedia quotes the 1911 Encyclopedia Britannica in calling him the “first naval officer in the modern sense of the word.” Monson is most famous as an early historian of the Royal Navy. 

Monson’s Tracts are a collection of essays written between 1624 and his death in 1643. The essays were not printed until 1682 and were finally published in 1704. The Tracts contain detailed accounts of the Royal Navy’s battles, tactics, voyages, and expeditions.

Monson’s Tracts also recorded the management structure of the dockyards, duties of specific positions, and some repair management practices of the late 1620s to 1630s. Monson criticized graft, waste, and bad management that reduced the navy’s capabilities. 

1546 – Establishing the Royal Navy

In the 15th century, the English Royal Navy did not exist as a standing force. When needed, the Royal Navy was temporarily assembled using rented merchant ships. Henry VIII expanded England’s fleet from a handful of small converted merchant ships to a force of 30 purpose-built warships. He established government dockyards, the Admiralty, and the Navy Board. Starting in 1546, the Navy Board was a permanent part of the government. 

Warships owned by the government had no other purpose and suddenly gave the government a new kind of asset to manage. 

In 1873, the superintendent of the Montreal Water Works signed out a manual for his organization: 

“Rules and regulations for the employés [sic] in the department of the Montreal Water Works”

Thomas Savery patented a steam-powered pump in 1698. This was an important but imperfect step in the early development of steam engines. Savery’s pump was intended for dewatering mines, but it was more practical for other applications. Savery demonstrated the pump to the Royal Society of London in 1699. YouTube hosts several 3D animations and working scale models that are very interesting.

British writers often marvelled at the quality and longevity of Roman roads, wondering how modern engineers and governments could hope to imitate their success. The fascination with Roman roads continues, and an excellent overview by Richard Brushi is available on Medium.com.

How did railroads handle depreciation, repair, and fixed asset life-cycles in the mid 19th Century?

They were experienced in design, construction, project management and business.

They planned for maintenance and for repair.

They knew about wear mechanisms from aggressive operation and thought it was management’s role to contain this.

They shared data and used it. They gathered data from handwritten records, making spreadsheets, graphs, and KPIs by hand. 

Sir George Findlay was a prominent British railroad manager. He was the general manager of the London & Northwestern Railway, a major company that underwent nearly 20 years of expansion under his leadership. 

His 1895 book, The Working and Management of an English Railway, described an organization for railway track maintenance. The basic gang had four people responsible for 4 miles of track. Supervision and management included inspectors, a chief inspector, and a divisional civil engineer. Each division also had draftsmen, masons, and other special crafts at their disposal. 

Eric Lof was born and educated in Sweden, moved to the United States in 1902, and worked for the Western Electric and General Electric Companies. Eric Lof published a series of articles on hydroelectric plants in 1913 in the Engineering Magazine. The Engineering Magazine helped spread the concepts of planning, efficiency, and scientific management. The magazine, for example, published the first Gantt charts in 1910. 

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British engineer Robert Whitehead began his career producing textile weaving machinery in France. In 1856 he moved to the Adriatic coast to manufacture marine steam engines. He met Giovanni Luppis, an Austro-Hungarian navy officer, who had been developing a self-propelled coastal defense weapon that could be floated into an enemy fleet. Together, they failed to develop a practical weapon. Whitehead remained fixed on the idea of a submerged, self-propelled weapon. Working on his own for two years, Whitehead developed the modern torpedo. He sold his first units to the Austro-Hugarian Navy in 1867.

Maintenance does not mean the same thing to all people. Operations managers, maintenance supervisors, and reliability engineers can be heard struggling to come to a common understanding. 

Historical definitions of maintenance are quite different.  “Maintenance” was originally the crime of unlawful abuse of legal procedures and attempts to influence courts. The other historical definition is providing money for operating or living expenses.  As a term applied to machinery, maintenance is less than about 150 years old. Preventive maintenance as a literal phrase is even more recent. So who invented this phrase?