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The Maintenance & Reliability Series

Short articles on maintenance and reliability engineering subjects.

James Kovacevic is the primary author writing articles for the series.

Never miss an article by signing up for the Maintenance & Reliability Series list to the right. Receive an update weekly highlighting the lastest article.

Let us know your reaction and thought, plus any questions. Please use the comments section below each article.

by James Kovacevic Leave a Comment

Be Prepared: Have a Plan

Without a Plan, You’ll Never Get Where You Are Trying To Go

Image going for a vacation, but you don’t have a destination in mind, directions to the destination, or any funds allocated for the trip.  What kind of vacation will you have?  Chances are it won’t be a good one.

The importance of a plan cannot be understated.  Without a plan in any aspect of life, business or reliability, achieving goals are difficult, if not impossible.   Oftentimes organizations implement tactical activities, without a strategic plan.  This ad-hoc approach often results in certain aspects of a maintenance & reliability program implemented, but the results do not materialize.

[Read more…]

Filed Under: Articles, Maintenance and Reliability, on Maintenance Reliability

by James Kovacevic Leave a Comment

Using Governance & Accountability To Improve

How to Drive Performance Improvements in your Organization

Oftentimes, plans and strategies are developed and implemented.  Many times the implementation is handed off and the team left on their own to implement.  And many of the times, the implementation fails or the results are not delivered.

Why is this?  It is because there is a lack of governance and accountability.  These are more than just words.  They are a system, process and a sense of ownership throughout the organization to ensure that the plan is implemented and any roadblocks are dealt with. [Read more…]

Filed Under: Articles, Maintenance and Reliability, on Maintenance Reliability

by James Kovacevic Leave a Comment

Get Stuff Done: Utilizing a Workshop Approach to Educate, Decide and Plan

How a properly plan and utilized workshop can move your reliability program forward.

Business Strategic Planning Framework Diagram

Many organizations often struggle to move plans forward.  This may be due to the decision-making process and the people involved in the process.  Often times the various decision makers are scattered across the company and may be distracted by issues in the plant.   In other circumstances, the organization may know what the end goal is, but may not be aware of how to get there. [Read more…]

Filed Under: Articles, Maintenance and Reliability, on Maintenance Reliability

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The Top 5 Signs That Your Storeroom is Broken

A simple way to see how effective your storeroom is at providing the right part, at the right time, in the right quantity.

Storerooms are a critical part of any maintenance and reliability program, but they are often overlooked.   When a storeroom is operating at best in class levels, the right parts are available at the right time.   The storeroom is only able to achieve this when it its into the maintenance department.

[Read more…]

Filed Under: Articles, Maintenance and Reliability, on Maintenance Reliability

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The Top 3 Analysis Techniques To Use When Performing a PM Optimization

Performing a PM Optimization is not always as simple as it sounds.  Often a Maintenance Planner will assemble a team of technicians to ask what is value-added and what is missing from a PM Routine.   While these may be good questions to ask before diving into an analysis, or after an analysis, it does not base the answers on data.   Basing the PM Routine on data, not intuition is critical to the long-term success of any organization.

To perform a PM Optimization, there are three main types of analysis to focus on the effectiveness of any PM Routine.  The specific analysis used will depend on how mature (or effective) the current PM Routine is, and on the specific type of failures that the PM Routine is trying to address.

Review RCM or FMEA

If the current PM routine was not developed utilizing an acceptable tool such as Reliability Centered Maintenance, Failure Mode Effect Analysis,  or Maintenance Task Analysis, then this is the first step to performing a PM Optimization.  By utilizing Review RCM, or an FMEA, the organization can begin to document and analyze the current failure modes experienced with a specific piece of equipment.   This analysis will identify if the current tasks are effective for the type of failure (i.e. wear out or random failure).

At the completion of the Review RCM analysis, a documented equipment strategy will be available to ensure that the right maintenance is being performed for the specific type of failure mode.   At this point, the organization can implement changes to their PM program and begin to experience an improvement in the effectiveness of their PM Program.

But what if the PM Routine was developed utilizing an accepted tool?  Then there are two other types of analysis that should be utilized to analysis the failure data and make data-driven improvements to the PM Routine.

Weibull for Non-Repairable Components

A Weibull analysis is a common statistical analysis tool used in maintenance and reliability.   The Weibull analysis is used for Non-Repairable Components, meaning that it is used for parts that are discarded after failure.

To use a Weibull analysis, begin by plotting the life data.  A Beta (or slope) of the plot will provide information as to whether the failure is related to a wear-out failure mode, a premature failure mode or a random failure;

  • Beta < 1 – Infant Mortality / Premature Failure
  • Beta = 1 – Constant Failure Rate / Random Failure
  • Beta > 1 – Wear Out / Age Related

While quite effective with non-repairable components, the Weibull analysis can only be used with a single failure mode.  If multiple failure modes are included in the life data, the Beta will not be correct.

With the Beta determined, the type of maintenance being performed can be reviewed to determine if it is in line with the type of failure being observed, i.e. random, or age related.  If the maintenance activity is replacing a component every 300 days and the Beta value is 1, then the right type of maintenance is not being performed and an on condition task should be established.

Lastly, the characteristic life (n) for an age-related failure will be provided as part of the Weibull analysis.  This can be used to assist in determining the appropriate frequency of the maintenance activity.

Mean Cumulative Function Plot for Repairable Components

Now, if the component being maintained is a repairable component, a Weibull analysis is not the right tool to use.  This is where a Mean Cumulative Function Plot comes into play.  This is a plot of time in hours versus the count of failures to date.

By plotting the time in hours versus the count of failures, you can begin to see how long components are lasting.  Also, you can perform an analysis on the data which will indicate the slope of the data;

  • A straight line indicates that system failures are remaining constant over time
  • A curve that is concave down indicates that the time between failures is increasing over time – your system reliability is improving
  • A curve that is concave up indicates that the time between failures is decreasing over time – your system reliability is deteriorating

Based on this line, the type and effectiveness of the maintenance activity can be evaluated.   As with the Weibull analysis, the data will allow the organization to see what failure modes are occurring when.  With this information, the maintenance activity and frequency can be reviewed.     A word of caution, do not take the average of the life data.   Look at the plot and determine when the maintenance activity should be performed based on the probability of preventing the failure.

Next Steps in PM Optimization

Armed with this three analysis, any organization can effectively perform a PM Optimization focused on the effectiveness of the maintenance activities.  However, this is only the first part of a PM Optimization process.  The cost/benefit must be calculated to determine if the maintenance activity is worth doing.  If it has been determined that the PM Routine is worth doing, then the PM routine needs to be analyzed to perform it in the most efficient way.

Do you have a structured approach to your PM Optimization?  Do you use a rule of thumb for your reviews?   What is preventing you from using data to perform your PM Optimization?

Remember, to find success; you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • The What and Why of a Weibull
  • Using a Mean Cumulative Function Plot
  • The Weibull Handbook

Filed Under: Maintenance and Reliability Tagged With: PM Optimization

by James Kovacevic Leave a Comment

Understanding ISO 14224: You Guide to Sustainable Defect Elimination

Capture The Right Failure Data to Power Your Defect Elimination Activities

In the petroleum, natural gas and petrochemical industries, great attention is being paid to safety, reliability, and maintainability of equipment.  This is true in any industry and as such the learnings and information found within ISO 14224 can be applied to any industry.

While ISO 14224 was developed for the Petroleum, Natural Gas and Petrochemical industries, the same process can and should be applied in any organization.   When implemented, the right data can be gathered to not only eliminate defects from the current assets but be used to design more efficient and reliable equipment.   Remember the equipment will only operate at the inherent level of reliability, which is established in the design phase.  So by learning from the existing equipment and it’s performance, the designs can be improved to increase the level of inherent reliability.

All of these improvements in design and changes to existing assets need to be validated with the proper analysis.  This analysis can only be done when the data is accurate, complete and provided in the right context.  The right data with the right context should include;

  • Asset’s technical characteristics
  • Operating conditions of the asset
  • Environmental conditions in which the asset is operated in
  • Potential failures
  • Maintenance activities
  • Failures

Utilizing a standard such as this in a single plant will provide some value, but when utilizing the ISO 14224 approach across multiple sites, or organizations is when the benefits are truly realized.  This realization occurs because the amount of data captured grows at a much quicker pace, allowing the analysis to become more meaningful and accurate.  With all of this in minds, how can any industry apply ISO 14224 to their industry?  First, it is important to understand the ISO standard.

ISO 14224: An Overview

The ISO 14224 standard does cover a significant amount of information.   Included in the standard is;

  • Data Collection Methods
  • Equipment Boundaries
  • Taxonomy (See the post of Asset Hierarchy for more information)
  • Equipment Data
  • Failure Data
  • Maintenance Data
  • Standard Equipment Attributes (specific to oil and gas, but provides an example of what may be required for other types of assets)
  • Analysis
  • Requirements of Data
  • Safety Critical Failure

Benefits of ISO 14224

There are many benefits of implementing or adopting ISO 14224 in any organization.  Typically the benefits will materialize in one of the following ways;

  • Economic – Improved economic performance through improved designs, reduced life cycle cost, reduced downtime and through reduced cost of insurance
  • General – Operation / Regulatory license, life extension of existing assets, improved quality, improved resource planning.
  • Safety and Environmental – improved safety, reduced failures, reduced environmental impact through reduced incidents and improved operations and improved compliance.
  • Analytical – Higher quality data, data-driven decision making, improved acceptance of decisions, the ability to benchmark, the improved predictability of performance and the ability to utilize Risk Based Inspections.

The benefits mentioned above are not exhaustive, and there is much overlap in these benefits.  All in all, by not only implementing a strong data capture system, but by utilizing the data through meaningful analysis, can any organization drive significant improve across their organization in many different areas.  These benefits can not only be used to build more confidence and buy-in of maintenance and reliability activities but to form a true cross-functional partnership across the organization.

Costs of Implementing ISO 14224

Let’s face it, data collection is an investment. It takes time and resources to develop the right framework, data points, relationships, and analysis methods.

  • Setup the CMMS (or another system) to capture the data in a repeatable and reliable manner.
  • Have the frontline staff understand the value of and capture the data

These costs should not be undertaken lightly.  They are significant and can drive substantial improvement in any operation.  However, what data and how the data is captured, must be defined by the organization.  There is no point in capturing certain data if the organization does and will not have the means to analyze the data.  The data captured must be fit for purpose and reflect the needs of the organization.

Capturing the Right Data

ISO 14224 breaks down the requirements into 3 primary types of data;

  • Equipment Data is the description of the equipment level data (level 6 in the taxonomy).  This data set consists of;
    • Classification Data which includes location, systems, etc
    • Equipment Attributes which include the manufacturer design characteristics
    • Operational Data which includes the operating mode, criticality, operating environment, etc.
  • Maintenance Data is the record of corrective and preventive maintenance actions.  The maintenance data typically includes;
    • Identification data which includes work order number with linkages to the equipment/failure record
    • Maintenance data which includes the date of work, the type of work (Preventive), the activity (Lubrication), if the maintenance required equipment downtime, and the specific items maintained
    • Maintenance resources which include the maintenance man-hours per discipline and total, and any special equipment/ resources
    • Maintenance times which include the active maintenance time, and down time.
  • Failure Data is the detailed description of the failure that occurred.  This data set consists of;
    • Identification data which includes. failure record number with linkages to the work order and equipment.
    • failure data for characterizing a failure which includes failure date, items failed, failure impact, failure mode, failure cause, and failure detection method.

These three types of data are critical to understanding the impact of the maintenance strategies being deployed along with the ability to analyze the failures.

Using the Failure Data

Armed with the maintenance and failure data, many different types of analysis can be performed depending on the severity of the failure.  While not exhaustive, the following analysis can be performed once the data has been collected;

  • Pareto
  • Root Cause Analysis
  • Weibull
  • Reliability Growth Analysis (Crow-AMSAA)
  • Markov Analysis
  • Monte Carlo Simulation

Any one of these analyses can be used to drive operational improvements to the organization.  The ISO 14224 standard does cover what data is required to perform each of the analysis but does not cover the analysis itself.

Does your organization have a standard that enables the right data to be captured and used to improve the performance of the organization?  If so, what did you do to make it successful?   In the next post, I will cover how to apply this in a real-world environment and how to make it easy for the end user to collect the information.

Remember, to find success, you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • ISO 14224 – Collection and exchange of reliability and maintenance data for equipment
  • ANSI – Your Source For Maintenance, Reliability and Technical Standards

Filed Under: Maintenance and Reliability Tagged With: defect elimination

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Using Simplified Technical English to Write Effective Maintenance Procedures

Reduce the Variability in Your Work Routines and Procedures

Based on our understanding of the six failure patterns, we can see that there is a large probability of failure when the equipment is first installed and started up.   One of the Englisch causes of this increase in probability is the fact that the equipment was not installed or maintained correctly.  This may be due to the installer or maintainer not using or following procedures.  Having procedures is the first step to reducing these failures, but the procedures must be written in a clear, easy to follow manner.  When writing procedures, it is critical to ensure that there are no interpretations in the written instructions.  How can this be accomplished?

The universal language for aviation is english, which is considered very safe and reliable.  How has this industry been able to overcome the fact that many of the people involved in aviation are not native English speakers?   How does a large company such as Boeing supply aircraft all over the world and the customers perform the maintenance in a consistent manner?  The aviation and defense industries use a controlled language by the name of Simplified Technical English.

What is Simplified Technical English?

Simplified Technical English is a controlled version of English, that is designed to help the users of English-language maintenance documentation understand what they read.  Technical writing can be complex and difficult to understand even for native English speakers.  Complex writing can be misunderstood, which may lead to accidents or premature failures.  Simplified Technical English makes procedures easy to understand and follow, eliminating language issues and reducing premature and maintenance induced failures.

Simplified Technical English provides a set of Writing Rules and a Dictionary of controlled vocabulary. The Writing Rules cover grammar and style.  The Dictionary specifies the words that can be used and those that can’t be used. For the words selected, there is only one word for one meaning and one part of speech for one word.  Some of the benefits of Simplified Technical English may include;

  • Reduce ambiguity
  • Improve the clarity of technical writing, especially procedural writing
  • Improve comprehension for people whose first language is not English
  • Improve Reliability concerns of maintenance and assembly by reducing their probability to introduce defects

The Simplified Technical English specification is not easy to learn, but there are training and software available (if you are interested in this standard, please visit the ASD Simplified Technical English website).   The detailed contents of the Simplified Technical English specification will not be covered, but instead, the rest of the post will cover what you can immediately do to make your procedures more readable and drive reliability.

Writing Procedures Using Simplified Technical English

So without becoming an expert in Simplified Technical English, how can you begin to write better procedures?   You can begin with some basic writing practices and by reviewing the procedures before it issued.  Some of the basic practices to use when writing procedures include;

  • Use short sentences. (The recommended maximum is 20 words in a procedural sentence and 25 words in a descriptive sentence.)
  • Restrict noun clusters to less than 3 nouns
  • Restrict paragraphs to less than 6 sentences
  • Avoid slang or jargon
  • Avoid the passive voice
  • Be as specific as possible
  • Use articles such as “a/an” and “the” wherever possible
  • Use simple verb tenses (past, present, and future)
  • Write sequential steps as separate sentences
  • Put commands first in warnings and cautions, with the exception of conditions
    • For example, write Make sure that the valve is open. Do not write Make sure the valve is open.Use the conjunction that after subordinate clauses that use verbs such as make sure and show.
  • Introduce a list item with a dash (hyphen).

Once the procedure is written, be sure to review and delete any information which is not relevant (i.e. Instead of synthetic lubricating oil, use only).  well-written should help in eliminating any interpretation and driving clarity.

Here is an example of how the wording of a procedural step could be open to interpretation.  The task “Replace the filter” could mean either of the following:

  • Put back the filter that you took out.
  • Install a new filter.

Now you can see how one person may perform a task and how another would perform it differently.  Once the task is clear, a technical specification should be added to ensure the task is performed to a standard such as;

  • Tighten to 15 ft-lbs

The end result of ensuring the task is clear, and a specification is present is “Install a new filter and tighten to 15 ft-lbs”  This task is simple, clear and easy to understand.

When following these basic steps a well written procedure will be developed to ensure clarity and repeatability, thereby reducing maintenance induced failures.  Do you use a Simplified Technical English or a form of it in your procedures or job plans?  If not, how are you actively working to reduce maintenance induced and start-up related failures?

Remember, to find success, you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • ASD Simplified Technical English, Specification ASD-STE100

 

Filed Under: Maintenance and Reliability

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How to Setup An Asset Hierarchy

Ensuring the Failure Data Collected Can Be Used To Drive Improvements In Any Organization

ISO 14224 – Equipment Taxonomy

If you were to go into your CMMS and look at the hierarchy and equipment, would it be well laid out and organized?   Would you be able to drill down the to the lowest level of components to know what failures have occurred?  Can you see how pumps are performing across a specific area or the entire plant?  The chances are that for many organizations, this is not possible.   Why is that?  The asset hierarchy was not thought out ahead of time, nor was the right data collected and recorded in the CMMS.

Having a well-defined asset hierarchy is critical to the ability of the plant to drill down in costs and identify where the improvements efforts should be focused.  It also allows reliability staff to identify common issues across specific equipment types and classes, enabling what may be an improvement targeted for a specific area to be spread out across the site.

So if an asset hierarchy is so important to the setting up the CMMS and the ability of the site to drive improvements, why isn’t it done correctly during all of the CMMS implementations?  Well typically it comes down to the vital 3;

  • Time
  • People
  • Money

However, another major gap is the knowledge and forth thought on not only what is required, but how to structure the hierarchy to enable the reliability engineering results.   The Oil & Gas industry has a tremendous amount of assets operating virtually everywhere on the planet.  They also have some very significant risks if there is a failure.  Therefore the Oil & Gas Industry developed a standard for not only establishing a hierarchy but for collecting failure data that can be shared across companies.  This standard is ISO 14224 – Collection and exchange of
reliability and maintenance data for equipment.

Many industries have since adopted the ISO 14224 standard as a basis for establishing the asset hierarchy for their particular plant or industry.  The only modification needed to adopt the standard is just the asset classes and types.  The hierarchy, equipment data, and failure data apply to any industry.  With that in mind, let us explore the important aspects of establishing an asset hierarchy.

CMMS Configuration Is Critical

In order create a properly asset hierarchy in the CMMS, it is vital that the CMMS be configured properly.   This means that ahead of the CMMS implementation, the following should be established;

  • A taxonomy for the naming and classification of all levels of the asset hierarchy, ranging from the Business level, down to the maintainable item.
  • A list of standard equipment classes and types needs to be defined and loaded into the CMMS. e.g. Pump, Centrifugal.
  • A list of required information for each asset by class and type.
  • Standard list of failure data information such as failure mode, failure cause, etc.  (A complete list can be found in the previous post on FRACAS.)
  • Role specific access to data fields.  This will prevent staff from changing the data in the CMMS without proper authorization.
  • An equipment numbering system.

Only once have these been established, should the Asset Hierarchy be built.

Establishing Asset Hierarchy

The hierarchy is a systematic classification of business units, processes, systems and equipment into generic groups based on upon various factors such as location, use, etc.  The standard hierarchy is broken down into nine levels.

The first five levels represent a high-level categorization that relates to industries and plant application regardless of the equipment involved. The hierarchy is set up this way because equipment can be used in many different industries.  Also, it is vital to have the unique operating context of the equipment for the various reliability and maintainability analysis.  The first five levels include;

  • Level 1 – Industry (Natural Gas)
  • Level 2 – Business Category (Upstream)
  • Level 3 – Installation Category (Drilling)
  • Level 4 – Plant / Unit Category (Platform A2109B)
  • Level 5 – Section / System (Compression)

Levels 6 to 9 are related to the equipment with further division diving deeper into the equipment in a parent-child relationship.   The remaining levels are;

  • Level 6 – Equipment Class (Pump)
  • Level 7 – Subunit (Lubrication)
  • Level 8 – Maintainable Item (Gearbox)
  • Level 9 – Part (Bearing)

It is important to note that in some instances there is no need to dive deeper than level 6, and in other instances, it is vital to dive down to the individual part level.  This distinction should be based on the needs of the organization, the level of reliability required and the ability of the organization to analyze and act on the data.  Also, the higher levels of the hierarchy (levels 1-5) can be adjusted based on the industry the organization operates in.  However, those higher levels must standardize across the entire organization to reap the most benefits.

Once all of the this has been mapped out, the hierarchy can be established in the CMMS, with all everything named and numbered according to the taxonomy.  With the hierarchy established in the CMMS, the equipment (and lower levels) can be setup.

Equipment Information

With the asset hierarchy completed, the equipment can now be created in the CMMS.   However, it is not as easy as just putting the equipment in the CMMS.   As with spare parts, there should be a defined taxonomy to govern how equipment is classified, named and where the data goes into the CMMS.  Without diving into a complete taxonomy, the following should be identified and addressed both in the CMMS and during the data collection activities;

  • A naming convention for the equipment.  This may be the part class and type, followed by some additional information
  • Equipment boundaries.  This identifies where a specific equipment class ends and the next equipment begins. (e.g. the pump, power transmission components are included, but the driver (motor) is not included in the pump equipment class)
  • Equipment numbering system
  • A complete list of equipment attributes defined by the equipment class and type (e.g. GPM, Voltage, HP, etc.)
  • A list of required operating attributes (e.g. Criticality, P&ID Number, etc.)
  • A list of required manufacturer data (e.g. serial number, model number, date of manufacturing, etc.)
  • Purchase cost
  • Date installed
  • Technical documents and drawings
  • Any other information as defined by the organization

Also, the various sub-assemblies and Bill of Materials need to researched, developed and cleansed to the appropriate taxonomy (Equipment or Spares).  Once all of this data has been collected, it needs to be validated and uploaded into the CMMS.  Congratulations, the CMMS now has a proper asset hierarchy.

Does your asset hierarchy measure up to the ISO 14224 standard?  If not, what is your current hierarchy preventing you from achieving?  How easy is it to find the right equipment or information in your CMMS?  If you don’t know where to start, contact Eruditio, LLC (info@eruditio.com) to find out more about how our CMMS evaluations can help your organization reduce cost and improve uptime.

Remember, to find success; you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • ISO 14224 – Collection and exchange of reliability and maintenance data for equipment
  • ANSI – Your Source For Maintenance, Reliability and Technical Standards
  • FRACAS by Ricky Smith

 

Filed Under: Maintenance and Reliability

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Failure Reporting, Analysis and Corrective Action System (FRACAS)

Using a System to Record, Report And Eliminate Defects

Why is that some organization seem to break the reactive cycle and others don’t?  After all most organizations have a PM program and some form of a planning and scheduling program right?   The key difference between those that do is their ability to use their failure data and systematically eliminate defects and issues from the processes and equipment.  This doesn’t mean adding a new PM everytime some fails, which just won’t work.

To eliminate the defects and issues, the organization needs to collect meaningful data to analyze and act on.  This is where FRACAS comes in.

What is FRACAS

So what is FRACAS?  Its standards for Failure Reporting and Corrective Action System.   A FRACAS is a system, often utilizing the CMMS/EAM (but not a requirement) that provides a systematic way for reporting, classifying, analyzing failures and planning preventative or correct actions in response to those failures.    Typically it is to used to build a historical database of failures to drive reliability engineering work and equipment improvements.

A typical FRACAS system consists of the following steps;

    1. Failure Reporting (FR).  The failures related to a piece of equipment are reported through a standard form (such as failure information in a work order).
    2. Analysis (A). Is using the data to identify the cause of failure.  This may be using a Pareto Analysis to identify the most important issue to address and then using other techniques to dive into the issue and determine the cause.
    3. Corrective Actions (CA).  Once the cause has been identified, the corrective (or preventative) actions must be implemented to prevent the recurrence of the failure.  Ideally, these are documented through a formal change management program to ensure the learnings are incorporated into new equipment designs.

Setting Up a Failure Recording System

So at first view, a FRACAS seems simple enough.  So why is it that most organizations struggle with one?   It is generally because it is not well thought out ahead of time and built into the CMMS/EAM.   Also, the system may be overly complex.   So what can you do to ensure it works with your CMMS/EAM and you people?  Start by following the suggestions below;

  • Use a master library so that the number of overall codes is reduced, while only displaying codes relevant to the equipment in question
  • Keep drop downs simple.  Ideally, they fit on a single screen with no scrolling
  • Eliminate free text fields as much as possible for codes.
  • Train your people.  Train them on why the data needs to be collected, how it will be collected, how it will be used and most importantly, the benefits to them,

Aligning Your FRACAS System to ISO 14224

Thankfully there are those who have taken the time to share their knowledge on this exact subject.  There have been books written (FRACAS by Ricky Smith), and there is an ISO standard developed to classify, collect, analyze and share failure and maintenance data.   This ISO standard is ISO 14224, and while it was developed for the Oil & Gas Industry, it can be used and applied in other industries (and there are many examples of it being done successfully).

ISO 14224 requirements.   So according to the standard, what information should be collected to facilitate a FRACAS?   Well, it all starts with the asset hierarchy, which is a whole other topic.  Assuming that the hierarchy is correct, the information that should be collected is as follows;

  • Failure Mode
  • Failure Mechanism
  • Failure Cause
  • Failure Consequence
  • Failed Component
  • How Failure Was Detected
  • Condition of Equipment at Point of Failure
  • Breakdown Time
  • Repair Time

Based on this information, meaningful analysis such a Weibull, Crow-AMSAA and various RCA techniques can be applied to eliminate the failure.

Cautions

There are a few cautions which should be considered when implementing FRACAS;

  • Many consider the only solution to failures is more PMs.  This could not be further from the truth.  It is better to try to redesign out the failure or find a different solution.  If a PM must be added to the system, make sure it is vetted by the use of an FMEA or RCM analysis.  This will prevent nonvalue-added (whether due to the nature of the failure mode or the cost effectiveness of the maintenance routine) PM from being added to the maintenance program.
  • Don’t collect data that will not be used.  Only collect the data that will be used.  The people providing the data will realize that they are supplying data which is not used and as a result of that, they will stop supplying or worse, supplying incorrect data.
  • Make the data collection system easy.  If it is not easy, it will not be used or will be gamed (i.e. selecting the 1st or 7th item down each data field list).
  • Develop the FRACAS with the long-term strategy in mind.   If you plan on recruiting Reliability Engineers in the future, setup the system to start collecting the data now.

Do you have a FRACAS in place?  How effective is it?  What are the issues you (or your staff) encountered when trying to record, analyze or act on the data?  Stay Tuned for next week’s post on building an Asset Hierarchy according to ISO 14224.

Remember, to find success; you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • ISO 14224
  • FRACAS by Ricky Smith

 

Filed Under: Maintenance and Reliability Tagged With: Analysis and Corrective Action System, Failure Reporting, FRACAS

by James Kovacevic Leave a Comment

Establishing the Frequency of Failure Finding Maintenance Inspections

Preventing The Consequences Of A Hidden Failure From Devastating Your Organization.

Ever wonder how some of the worst industrial disasters occur?  It is usually the result of multiple failures.  Failure of the primary system and failure of the protective systems.   Ensuring the protective system(s) are not in a failed state should be of utmost importance to any organization.  But how often should we test the protective systems to ensure the required availability?

Establishing the correct frequencies of the inspection/ testing activities of these protective system(s) is critical to not only the success but safety and reputation of any organization.   Too infrequently and the organization is at risk of a major incident.  Too frequently, and the organization is subjected to excess planned downtime, an increased probability of maintenance induced failures and increased maintenance cost.
This article will continue the discussion on establishing the correct inspection frequency in a maintenance program.  There are three different approached to use, based on the type of maintenance being performed;

  • Time-Based Maintenance
  • On-Condition Maintenance
  • Failure Finding Maintenance

This article will focus on Failure Finding Maintenance.

What Are Protective Systems, Hidden Failures and Failure Finding Maintenance

A protective system or device is a system or device which is designed to protect and mitigate or reduce the consequences of failure.  These consequences may be safety, environmental or operational in nature.   These devices or systems are designed to;

  • Alert – to potential problem conditions (i.e. alarm)
  • Relieve – prevent failure conditions causing greater problems (i.e. pressure relief valve)
  • Shutdown – stop a process to prevent greater problems from occurring (i.e. motor overload)
  • Mitigate – alleviate the consequences of a failure (i.e. fire suppression equipment)
  • Replace – continue to provide a function by an alternative means (i.e. back up pump)
  • Guard – prevent an accident from occurring  (i.e. E-Stop)

Knowing what a protective device or system is, you may see that if a pressure relief valve became corroded and seized in the closed position, it would not be evident to the operators.   This is a hidden failure.   A hidden failure can be defined as; a failure which may occur and not be evident to the operating crew under normal circumstances if it occurs on its own.  Obviously, this could lead to significant consequences if the tank that the pressure relief valve is protecting is overpressurized.   This is where failure finding maintenance comes in.

Failure-finding maintenance is a set of tasks designed to detect or predict failures in the protective systems or devices to reduce the likelihood of a failure in the protective system and the regular equipment from occurring at the same time.  So how to do you determine how often the protective systems should be checked for failure?  Establish the frequency using a formula.

Establishing Failure Finding Maintenance Frequencies Using Formulas

There is a single formula that will take into consideration of all variables to establish the failure finding interval (FFI);  FFI = (2 x MTIVE x MTED) /MMF

Where;

  • MTIVE = MTBF of the protective device or system
  • MTED = Mean Time Between Failure of the Protected Function
  • MMF =   Mean Time Between Multiple Failures

So if we use an example from RCM2, we can see how this works; The users of a pump and a standby pump want the following from the system.

  • The probability of a multiple failure to be less than 1 in 1000 in any one year (MMF)
  • The rate of unanticipated failures of the duty pump is 1 in 10 years (MTED)
  • The rate of unanticipated failure of the standby pump is 1 in 8 years (MTIVE)

Therefore the correct failure finding interval would be;

  • FFI = (2 x 8 x 10) / 1000
  • FFI = (160)/1000
  • FFI = 0.16 years
  • 0.16 years x 12 months = 2 months

This indicates that the standby pump must be checked every two months to verify it is fully operational.   If this check is not performed, the likelihood of a multiple failures increases.

Lastly, if the failure of the protective device can be caused by the failure finding task itself, there is another approach to be used, which is beyond the scope of this article.

Do you have a program in place to check your protective systems?  If not, are you aware of the risk that your organization is exposed to?   Take the time to determine your protective systems and establish your failure finding tasks.

Remember, to find success; you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • RCM2 by John Moubray
  • Fixed Time Maintenance
  • On-Condition Maintenance

 

Filed Under: Maintenance and Reliability

by James Kovacevic Leave a Comment

Establishing the Frequency of On-Condition Maintenance Inspections

Ensuring The Inspections Will Catch the Defect Before A Functional Failure Occurs

Ever wonder how some organizations make their vibration or thermographic program work, and not only work but deliver huge results to their organization?  They use a systematic approach to establishing the correct frequencies of inspection.   Establishing the correct frequencies of maintenance activities is critical to the success of any maintenance program.   Too infrequently and the organization is subjected to failures, resulting in poor operational performance.  Too frequently, and the organization is subjected to excess planned downtime and an increased probability of maintenance induced failures.

This article will continue the discussion on establishing the correct frequency in a maintenance program.  There are three different approached to use, based on the type of maintenance being performed;

  • Time-Based Maintenance
  • On-Condition Maintenance
  • Failure Finding Maintenance

This article will focus on On-Condition Maintenance.  While establishing the frequency for Fixed Time Maintenance activities is complex and is more of science, establishing the frequency for Condition Based Maintenance inspections (or On-Condition) is a mix of science and art.

Construct the P-F Curve & Establish the P-F Interval

The first step to determining the inspection frequency for on-condition tasks is to construct the P-F curve and P-F interval. Constructing a P-F curve requires recording the results of the inspection and plotting the result versus the elapsed time.  If enough measurements are taken, a fairly consistent curve can be developed for each failure mode. Making sure that the data is gathered carefully and consistently will aid in increasing the quality of the P-F curve.   Lets use an example from RCM2;

  • The tread depth on a tire is directly related to the linear distance traveled.  Based on the data collected, it is safe to say that for every 3000 miles the tire wears 1mm.  So for a tire with 12mm tread when new, a potential failure point of 3 mm and a failure point of 2mm, the P-F interval is 3,000 miles.

Now this works quite well for linear P-F curves because it is predictable.  So how do you construct a P-F curve for a non-linear failure mode?  It is a bit more complex, and a bit more of art.  Let’s use another example;

  • A bearing will operate with minimal vibration under normal operations.  As a defect materializes, the vibration will increase exponentially as the defect gets worse.   While the P-F Interval will be the time (or operating cycles) from the point the defect can be detected (potential failure point) to the point it becomes a functional failure, its rate of deterioration will increase dramatically towards the end of its life.  This can be quantified just as the tire in the above example, with the right data.

With P-F curve and P-F Interval (PFI) established, the frequency can be determined.

Select the Right Frequency for Inspection

Once the P-F Interval (PFI) is established, the inspection frequency can be determined.  Thankfully it is not as complicated as establishing Fixed Time Maintenance frequencies.  To determine the inspection frequency, the formula is either PFI/3 or PFI/5.

  • Standard Inspection – the frequency of inspection for most equipment should be approximately 1/3 of the P-F interval (Formula = PFI/3).  For example, a failure mode with a P-F interval of 3000 miles should be inspected every 1000 miles.
  • Critical Equipment Inspection – the frequency of inspection for critical equipment should be approximately 1/5 of the P-F Interval (Formuala = PFI/5).  For example, a failure mode on a critical piece of equipment with a P-F interval of 3000 miles should be inspected every 600 miles.

Now the above works well for linear P-F curves, so how do you establish the frequency for the non-linear curves?  You use the same approach as above for the initial inspection frequency.

However, once a potential failure is detected, additional readings should be taken at progressively shorter intervals until a point is reached that a repair action must be taken. For example; the initial inspection frequency is every four weeks.  Once a defect is detected, the next inspection will be at three weeks, then two weeks and then ever week.

This is only guidelines and should be adjusted based on the method used to track and trend data, the lead time of the repair parts (if not kept on site), and how quickly the data will be analyzed, and the repair work planned.  If your planning process is poor, the frequency should be more frequent, to allow for a high chance of detection sooner.

How much thought was put into your Condition Based Maintenance inspection frequencies?  Have you broken down each failure mode trended the data and established the frequency using a systematic approach?   As with the Fixed Time Maintenance activities, you may be over or under inspecting, costing your organization reliability or money.

Remember, to find success; you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.
I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • RCM2 by John Moubray
  • Establishing Fixed Time Maintenance Frequencies

 

Filed Under: Maintenance and Reliability

by James Kovacevic Leave a Comment

Establishing Fixed Time Maintenance Intervals

How to Select The Optimum Fixed Time Maintenance Intervals

Think about your maintenance program. How often are your PMs scheduled?  How were those frequencies established?   If you are in the majority, the chances are that the frequencies were either established from the OEM manual, or by someone in the department without data.

Establishing the correct frequency of maintenance activities is critical to the success of any maintenance program.   Too infrequently and the organization is subjected to failures, resulting in poor operational performance.  Too frequently, and the organization is subjected to excess planned downtime and an increased probability of maintenance induced failures.  So how do you establish the correct maintenance frequencies for your organization?   There are three different approached to use, based on the type of maintenance being performed;

  • Time-Based Maintenance
  • On-Condition Maintenance
  • Failure Finding Maintenance

This article will focus on Time Based Maintenance Tasks.

Time-Based Maintenance Tasks

“The frequency of a scheduled task is governed by the age at which the item of or component shows a rapid increase in the conditional probability of failure” (RCM2).  When establishing frequencies for Time Based Maintenance, it is required that the life be identified for the component based on data.

With time-based failures, a safe life and useful life exists.  The safe life is when no failures occur before that date or time.  Unless the failure consequence is environmental, or safety related, the safe life would not normally be used.   The useful life (economic life limit), is when the cost of consequences of a failure starts to exceed the cost of the time-based maintenance activity.   There is a trade-off at this point between the potential lost production and the cost of planned downtime, labour, and materials.

So how is the safe life or useful life established?  It is established using failure data and history.  This history can be reviewed using a Weibull Analysis, Mean Cumulative Failure Analysis or even a Crow-AMSAA Analysis to statistically determine the life of the component.   Once that life is determined using a statistical analysis, the optimum cost effective frequency must be established.

Establishing the Optimum Economic Frequency

This formula is used to establish the economic life of the component, balancing the cost of the downtime vs. the cost of the replacement.

 

 

Where;

  • CT= The total cost per unit of time
  • Cf= The cost of a failure
  • CP= The cost of the PM
  • T = The time between PM activities

The formula will provide the total cost based on the maintenance frequency. Since the calculation can be time-consuming, Dodson developed a table which can be used if;

  • The time to fail follows a Weibull Distribution
  • PM is performed on an item at time T, at the cost of CP
  • If the item fails before time = T, a failure cost of Cf is incurred
  • Each time a PM is performed, the item is returned to its initial state “as good as new”

Therefore when using the table, use formula; T=mѲ+δ.  Where;

  • m is a function of the ratio of the failure cost to PM cost and the value of the shape
  • Ѳ is the scale parameter of the Weibull distribution
  • δ is the location parameter of the Weibull distribution

In the example below, you can see how the table can be used with the formula;

The cost for a PM activity $60.  The cost of a failure for the same item is $1800.  Given the Weibull parameter of B=3.0, O=120 days, and δ =3 how often should the PM be performed?

  • Cf/ CP = x
  • 1800/60 = 30

The table value of m given a shape parameter B of 3.0 is 0.258.  Therefore;

  • T=mѲ+δ
  • T = (0.258)(120)+3 = 33.96
  • T = 34 days for each PM

As you can see, determining the frequency of Fixed Time Maintenance tasks is not as simple as picking a number out of a manual or based on intuition.  Armed with this information, a cost effective PM frequency based on data can be developed for your Fixed Time Maintenance tasks.   This will ensure the right maintenance is done at the right time, driving your plant performance further.

Does you Fixed Time Maintenance Tasks have this level of rigor behind them?  Why, not?  After all, your plant performance (operational and financial) depends on it.   Stay tuned for next week’s post on establishing frequencies for On-Condition tasks.

Remember, to find success; you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • RCM2 by John Moubray
  • CRE Primer – Quality Council of Indiana

 

Filed Under: Maintenance and Reliability

by James Kovacevic Leave a Comment

Living With The 6 Failure Patterns

How To Manage Each Failure Pattern With An Effective Maintenance Strategy

Most maintenance and reliability professionals have seen the six failure patterns (or failure hazard plots), described by Nowlan and Heap.  In case you are unfamiliar with them, you can learn more about them in a previous article on them.   Here is a quick summary to jog the memory, just in case.

  • A. Bathtub Curve – accounts for approximately 4% of failures
  • B. Wear Out – accounts for approximately 2% of failures
  • C. Fatigue – accounts for approximately 5% of failures
  • D. Initial Break-In – accounts for approximately 7% of failures
  • E. Random – accounts for appoximately 14% of failures
  • F. Infant Mortality – accounts for approximately 68% of failures

From the above, you can see that the majority of failures experenced are not directly related to age, but are the result of random or induced failures.   So how does this help when establishing a maintenance program?   First, we must understand what the patterns tell us.

What Types of Failure Modes Do The Failure Patterns Relate to?

Looking at the different failure patterns, we can group the types of failures into three unique groups;

  • Age-Related failures – The term “life” is used to describe the point at which there is a rapid increase in the likelihood of failure.     This is the point on the failure pattern before it curves up.  Typically these types of failures can be contributed to wear, erosion, or corrosion and involve simple components that are in contact with the product.
  • Random failures  – The term “life” cannot be used to describe the point of rapid increase in the likelihood of failure, as there is no specific point.  These are the flat parts of the failure curve.  These types of failures occur due to some introduced defect
  • Infant Mortality – The term “life” cannot be used here either.  Instead, there is a distinct point at which the likelihood of failure drops dramatically and transitions to a random level.

Understanding these unique differences, an effective maintenance strategy can be developed.

What Maintenance Needs to Be Done for Each Failure Pattern?

The maintenance activity selected has to be right for the specific failure pattern.   When looking at the failure patterns, there are three unique types of activities that can be put in place to address all points in the failure curve.

  • Age-Related – These types of failures can be addressed through fixed time maintenance.  Fixed time maintenance includes replacements, overhauls, and basic cleaning and lubrication.  While cleaning and lubrication will not prevent the wear out or corrosion, it can extend the “life” of the equipment.
  • Random – These types of failures need to be detected, as they are not predictable, or based on a defined “life.”   The equipment must be monitored for specific indicators.  These indicators may be changes in vibration, temperature, flow rates, etc.   These types of failures must be monitored using Predictive or Condition monitoring equipment.    Cleaning and basic lubrication can prevent the defects from occurring in the first place if done properly.
  • Infant Mortality – These types of failures cannot necessarily be addressed through fixed time, predictive or condition-based maintenance programs.  Instead, the failures must be prevented through proper design & installation, repeatable work procedures, proper specifications and quality assurance of parts.

Only when a maintenance program encompasses all of the above activities, can plant performance improve.

Determining the Right Frequency of Maintenance Activities for Each Failure Pattern

So with all of the activities taking place, how is it possible to know when each fixed time activity or condition monitoring inspection take place?   The approach to determining the frequency of activities for fixed time and condition monitoring inspections are different.  However, before the approaches are discussed, it should be noted that MTBF should NOT be used to determine the approach… EVER (sorry, the rant is over).

  • Fixed Time Maintenance – The frequency for fixed time maintenance activities should be determined using a Weibull analysis.   Also, there may be regulatory requirements which specify the frequency of these activities. This will provide an ideal frequency to perform these types of activities
  • Condition Monitoring – The frequency for condition monitoring activities should be determined by using the P-F Curve and P-F Interval.   This approach requires an understanding of the ability of monitoring technology, the defect being monitored, degradation rates, and the ability of the organization to react to the information gathered during the monitoring program.   This will be furthered discussed in next weeks post.

I hope this has provided some clarity around how you should be using the six failure patterns in your maintenance strategy.   Do you have specific activities in your program to address age-related, random and infant mortality failures?  If you only have fixed time maintenance activities in your program, what are leaving on the table?

Remember, to find success; you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References;

  • RCM2
  • Understanding the 6 Failure Patterns
  • Weibull Analysis
  • www.NoMTBF.com

 

Filed Under: Maintenance and Reliability

by James Kovacevic Leave a Comment

The Importance of a Learning Culture

Ensuring Performance and Long Term Sustainability of Your Maintenance & Reliability Program

Imagine working in an organization that does not provide training or has zero tolerance to taking a risk, trying something new and failing.   Or it is expected that you have all of the answers and do not need any assistance ever.   Sound familiar?  If it does, how is the performance of your plant?   Chances are it is not as good as it could be.   This example is great at illustrating what a learning culture does not look like.

“A learning culture is a set of organizational values, conventions, processes, and practices that encourage individuals—and the organization as a whole—to increase knowledge, competence, and performance.”   A learning culture is vital to the long-term sustainability of any maintenance & reliability program and improving plant performance.

If you don’t have an organization that believes in training, or risk taking or learning from failure, what do you do?  You can take steps to build a learning culture.  The first step is to recognize the concern.  The concern could be around cost, past returns on training, or experience that says the employee will leave after receiving the training.  Whichever it is, it must be addressed.

Also, any organization can start to develop a learning culture by doing the following;

  • Formalize training and development plans for each individual.   These plans should include all mandatory training as well as specific training that will allow each person to grow in their current and future positions
  • Give recognition to learning by promoting and celebrating those that learn new skills and gain new knowledge.  As recognition is given to those with new skills, other will want to participate.
  • Get feedback on the type, quality, and applicability of the training.  This will ensure that relevant and effective training is being provided.
  • Promote from within.  This creates a willingness and desire to learn as the staff knows they have an opportunity to grow within the organization.
  • Develop a knowledge management process.  It should be a formal process with participation required by all.

I recently had the opportunity to work with two great organizations.  Both organizations had recognized the need for assistance.  They were looking to make improvements in areas in which they had no experience, but they had a willingness to learn.  They did not want a “turn key” solution but instead wanted to build the capability of their internal team, let them develop the solution and implement the solution.

There was and will be some follow-up support, but here are two organizations that are not only investing in their people with training but allowing them to take the risk, learn and grow.  Talk about ownership; these were some of the most passionate people that I have had the pleasure to work with.  It is always a pleasure to work with organizations such as this, and I am truly enjoying watching the team come together and grow.

People are the heart of any improvement, so make sure you invest in them and create a learning culture.   In closing, I ask you to think about the following, “What if we train the staff and leave?”, but the better question is “What if we don’t train them and they stay?”

Remember, to find success; you must first solve the problem, then achieve the implementation of the solution, and finally sustain winning results.

I’m James Kovacevic
Eruditio, LLC
Where Education Meets Application
Follow @EruditioLLC

References

  • www.oracle.com/us/chro-docs/june-2013-chro-deck4-1961622.pdf
  • https://www.trainingindustry.com/workforce-development/articles/creating-a-learning-culture-for-the-improvement-of-your-organization.aspx

Filed Under: Maintenance and Reliability

by James Kovacevic Leave a Comment

Top 10 Reasons Your Planning & Scheduling Program Is Failing

How to see if your Planning & Scheduling program is failing to return value to the organization

Maintenance Planning & Scheduling is one of the most important processes in the maintenance function.  Without it, work will not be completed on time, nor will it be efficient.   So why, is the maintenance planning & scheduling process often ignored, or not implemented successfully? [Read more…]

Filed Under: Maintenance and Reliability

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