UPTIME CurrentIssue
UPTIME CurrentIssue
UPTIME CurrentIssue
10
oct/nov15
OCTOBER/NOVEMBER 2015
uptimemagazine.com
s
r
a
e
y
Lubricants: ASSETS or
CONSUMABLES?
DES-CASE
FULL PAGE AD
(ad sent back for incorrect size)
To learn more about LEs Lubes as Assets philosophy and how it can
help your organization, visit www.theLEdifference.com today to
watch a brief video and request a complimentary onsite consultation.
800-537-7683 info@LE-inc.com
Fort Worth, TX Wichita, KS
LE operates under an ISO 9001 Certified Quality System.
Its Possible...
with MAINTelligence
Break your PdM data out
of solitary confinement
Whether your organization is just starting a condition
based maintenance program or it is already using several
technologies, MAINTelligence automatically puts your
ultrasound, infrared, vibration, lubrication and inspection
data in one program right at the applicable asset.
MAINTelligence gives you access to a full set of data analysis tools, a
diagnostic system that can give you answers and the ability to create
work requests/notifications in any work order system. In addition, key
data can be collected via InspectCE on a rugged handheld.
COURSE
DAYS/CEUs
COST
2 consecutive days
1.4 CEUs
$1,495
Maintenance
Planning and
Scheduling
Planner/Schedulers, Maintenance
Supervisors, Maintenance Managers,
Operations Coordinators, Storeroom
Managers and Purchasing Managers
5 consecutive days
3.2 CEUs
$2,495
Management Skills
for Maintenance
Supervisors
3 consecutive days
2.1 CEUs
$1,495
Materials
Management
3 consecutive days
2.1 CEUs
$1,495
Planning for
Shutdowns,
Turnarounds
and Outages
Save time and money on your next shutdown by learning how to effectively
plan for and manage such large projects. Learn processes and strategies
for optimal resource allocation.
3 consecutive days
2.1 CEUs
$1,495
Collect and analyze data to assess the actual operating condition. Use
vibration monitoring, thermography and tribology to optimize plant
operations.
3 consecutive days
2.1 CEUs
$1,495
Prosci Change
Management
Programs
Contact us to schedule a
private onsite class.
Sponsor: -day
Coaching: 1-day
Orientation: 1-day
Certification: 3-day
Contact us
for pricing
Reliability
Engineering
Excellence
3 consecutive days
2.1 CEUs
$1,495
SESSION 1 DATES:
Mar 22-24, 2016 (CHS)
Aug 9-11, 2016 (CHS)
12 days total
(4, 3-day sessions)
8.4 CEUs
$5,995
Risk-Based
Asset
Management
3 consecutive days
2.1 CEUs
$1,495
Root Cause
Analysis
3 consecutive days
2.1 CEUs
$1,495
PP
OV DE
I
R OV E
D
Reliability
Excellence
for Managers
Predictive
Maintenance
Strategy
*LOCATION CODES: (CHS) = Charleston, SC | (CL) = Clemson University in Greenville, SC | (KU) = The University of Kansas | (OSU) = The Ohio State University | (UT) = University of Tennessee
Contents
oct/nov 2015
Special Edition
REM
4 Editorial
5 In The News
18 Evolving Ideas & Sharing the Dream
62 Q&A with an Industry Leader John Day
10 Years of Uptime
ACM
10
Elements
WEM
Features
10 6
years
12
WEM
by Terry Wireman
LER
AM
22
The More Things Change, the More They Stay the Same
by Ramesh Gulati
14
REM
16
18
28
Hcm
ACM
28
32
36
WEM
40
AM
60
REM
36
40
Vib
LER
46
50
54
58
REM
60
oct/nov 15
Editorial
A Decade of
Uptime
FOUNDER
Kelly Rigg OHanlon
CHIEF OPERATING OFFICER
Bill Partipilo
10
The Uptime team of writers, editors, cover artists, graphic artists, layout experts, sales staff,
support personnel and digital specialists has
created an impressive body of work both in
print and at the iTunes app store.
A lot of maintenance reliability leaders and
asset managers have been incredibly generous with their knowledge and experience by
contributing Uptime articles and case studies
over the past decade. If you are reading this,
please make a goal to see your name in print
as an author during our next decade.
No part of the Uptime story would have been
possible if it were not for the high level of
advertising support from the enlightened
solution provider community who fully support our aim of creating a proactive culture of
reliability in the organizations Uptime readers represent. Bill Partipilo is responsible for
advertising sales; however, I say that he really
partners with the supply community for value and he never really sells anything.
I know of no other community that works
together in this way to evolve and advance
practices that not only deliver economic
CEO/PUBLISHER
Terrence OHanlon
terrence@reliabilityweb.com
oct/nov 15
Warmest regards,
EDITOR
Jenny Brunson
CONTRIBUTING WRITERS
Elsa Anzalone, Richard Bierman, John Day,
Ramesh Gulati, Burt Hurlock, Nick Jize, Ron Moore,
James Nesbitt, Jack Nicholas, Samuel Paske,
Carlos Perez, Douglas Plucknette,
Anthony Mac Smith, Ricky Smith,
Thomas Smith, Tracy Smith, Mike Stonecipher,
Obaidullah Syed, Terry Wireman
DESIGNERS
Jocelyn Brown, Apolonia Lemus
PRODUCTION COORDINATOR
Kaitie Conly
SALES & ADVERTISING
Bill Partipilo
bill@reliabilityweb.com
EDITORIAL INFORMATION
Please address submissions of case studies,
procedures, practical tips and other
correspondence to Terrence OHanlon
terrence@reliabilityweb.com
ARTICLE SUBMISSIONS
publishing@reliabilityweb.com
SUBSCRIPTIONS
To subscribe to Uptime magazine, log on to
www.uptimemagazine.com
For subscription updates
subscriptions@uptimemagazine.com
Uptime Magazine
8991 Daniels Center Drive, Fort Myers, FL 33912
1-888-575-1245 239-333-2500 Fax: 309-423-7234
www.uptimemagazine.com
Uptime Magazine
is a founding member of
LER
Best-selling business author, Dr. Jeffrey K. Liker, will be a keynote speaker at the 30th
International Maintenance Conference held December 7-11, 2015 in Bonita Springs,
Florida. Dr. Liker is Professor of Industrial and Operations Engineering
at the University of Michigan and
President of Liker Lean Advisorsa
network of top-notch practitioners
who consult, coach and teach in The
Toyota Way. He is the author of several
books with his original work, The
Toyota Way: 14 Management Principles,
being the best selling book on lean
Dr. Jeffrey Liker
management in 27 languages with
Author, The Toyota Way to Lean Leadership over 650,000 copies sold.
CERTIFI
The Certified
Reliability Leader
New Places,
New Faces!
ILITY
AB
RELI
ED
LEA DER
Upcoming
CRL Events
October 2, 2015
Uptime Elements
CRL Workshop and Exam
Fort Myers, FL
Xcelerate
CRL Workshop and Exam
Bonita Springs, FL
November 6, 2015
Uptime Elements
CRL Workshop and Exam
London, England
twitter.com/WomenAssetMgmt
facebook.com/womeninreliability
linkedin.com/grp/home?gid=8369120
Uptime Elements
CRL Workshop and Exam
Dubai, UAE
Jack Codd
Bristol Myers Squibb Company
Mary Hart
Bristol Myers Squibb Company
Michael Mcvicar
Bristol Myers Squibb Company
Reinaldo Quinones
Bristol Myers Squibb Company
Fred Smith
Bristol Myers Squibb Company
Nelson Alves
Bristol Myers Squibb Company
Tibaire De Pool
PMM Grupo & PMM Univ.
Bob Hersh
Bristol Myers Squibb Company
Jackie Moll
Bristol Myers Squibb Company
Jose Rivera
Bristol Myers Squibb Company
Nagappan Subiah
Bristol Myers Squibb Company
Abdulaziz Alzahrani
SABIC
Tim Holmes
Dupont
Greg Moos
Bristol Myers Squibb Company
Abdulaziz Tanbal
SABIC
Jennifer Ayres
Bristol Myers Squibb Company
Michael Eisenbise
BP
Mike Hughes
Bristol Myers Squibb Company
Thomas Murphy
SDT Ultrasound Solutions
Diane Robles
Bristol Myers Squibb Company
Giovan Torres
Bristol Myers Squibb Company
Robert Bober
Bristol Myers Squibb Company
Vicens Ferrer
Bayer Material Science
Jeff Hulit
Bristol Myers Squibb Company
Fred Muthart
Raytheon
Robert Rockhill
K & R Associates, LLC
Joseph Tyska
Bristol Myers Squibb Company
Randy Bugge
Bristol Myers Squibb Company
Mark Furrier
Bristol Myers Squibb Company
Gary James
LUDECA
Sean OConnor
Bristol Myers Squibb Company
Juan Rodriguez
Bristol Myers Squibb Company
Suhas Vedula
Bristol Myers Squibb Company
Omar Calzada
Bristol Myers Squibb Company
Andy Gager
Nexus Global Business Solutions
Karl Kaluhiokalani
Bristol Myers Squibb Company
Larry Olson
Nexus Global Business Solutions, Inc.
Sergio Rossi
RPM
Angel Vega
Bristol Myers Squibb Company
Mariol Caro
Bristol Myers Squibb Company
Dan Groza
Bristol Myers Squibb Company
Hector Macias
Bristol Myers Squibb Company
Josue Ortega
Bristol Myers Squibb Company
Bill Rzomp
Bristol Myers Squibb Company
Nerisbel Velazquez-Aponte
Bristol Myers Squibb Company
Michelle Caruso
Bristol Myers Squibb Company
Robert Gummel
Bristol Myers Squibb Company
Wayne Magro
Bristol Myers Squibb Company
Xavier Perez
Bristol Myers Squibb Company
Jeff Sargent
Bristol Myers Squibb Company
Andrew Weber
Bristol Myers Squibb Company
Myrlain Cherette
Bristol Myers Squibb Company
Covery Hall
Lloyds Register Energy
Angel Martinez
Bristol Myers Squibb Company
Bill Perhacs
Bristol Myers Squibb Company
Don Sauvigne
Bristol Myers Squibb Company
Phil Wirtshafter
Bristol Myers Squibb Company
Kevin Clark
Bristol Myers Squibb Company
Harvey Handy
Bristol Myers Squibb Company
Andrew Maude
Bristol Myers Squibb Company
Carlos Pernett
ThinkReliability
Pascal Clment
Hydro-Qubec
Ken Harewood
Bristol Myers Squibb Company
Ian McCormick
Bristol Myers Squibb Company
Jack Poley
Condition Monitoring Intl
Steve Sikoryak
Bristol Myers Squibb Company
oct/nov 15
LEA DER
CONGRATULATIONS
Paul Adamsky
Bristol Myers Squibb Company
RELI
ED
ILITY
AB
CERTIFI
Follow WIRAM on
10
s
r
a
e
y
Reliability:
REM
65 Years of History
and Counting
by
eliability is a recognized engineering discipline that has progressively upgraded and improved the makeup of the world
for all of us to use and enjoy. It has been the primary force behind the currently acceptable performance of virtually every
product in our homes, as well as those that we take for granted
every day in areas such as transportation, power, water supply
and communications. This is the story of how this technology came about and
what you must learn from the journey. There are essentially three distinct periods of development and innovation in the evolution of reliable technology
that occurred since the end of World War II. This article provides an overview
of all three and closes with some thoughts on where to now.
oct/nov 15
January 28, 1986. The 747 Type Certification was the tipping point for the
development of the Reliability Centered Maintenance (RCM) methodology
that today is an element of many product maintenance strategies. The Federal
Aviation Administration (FAA), somewhat unknowingly, released the creative
talents of Boeing and United Airlines (UA),
especially Tom Matteson, vice president
for maintenance planning at UA, and his
colleagues, F. Stanley Nowlan and Howard
F. Heap, to discover the RCM methodology that focused maintenance resources where it was important to preserve
product Functions. The system-based approach espoused by RCM also increased
recognition of the role of the Operator
and the implications of human error in
assessing risk and reliability. In the case of
the Space Shuttle tragedy, NASA and the
world learned the importance of management and technician teamwork to make
correct decisions, especially when lives
are at stake.
Also during this phase, the U.S. nuclear submarine force, under the
command of Admiral Hyman G. Rickover, developed innovative portable
condition monitoring technologies that led to significant improvements in
fleet availability. Overall, industry and government alike also learned during
Phase II that economics and safety requirements can frequently be met with
regulatory inputs from Agencies, such as the NRC and the FAA.
seen many large Reliability/RCM programs conducted across the DoD and
Industrial landscapes. From the authors experience alone, over 50 Classical
RCM projects have been successfully completed in organizations, such as
Westinghouse, Eaton, NASA, United States Air Force (USAF), Boeing Commercial Airplanes, Georgia-Pacific, United
States Postal Service (USPS), TMI-1, Tennessee Valley Authority (TVA), MidAmerican
Energy, Tesoro Refineries, and The Metropolitan Sewer District of Greater Cincinnati.
Reliability success stories are recounted annually at professional meetings (e.g.,
annual Reliability and Maintainability
(R&M) Symposium, International Maintenance Conference, annual Society for
Maintenance and Reliability Professionals
(SMRP) Conference) and publications (e.g.,
Uptime, SMRP Solutions, Maintenance Technology). Reliability success stories abound
as organizations report increased production output, decreased costs, improved
safety and accommodations to challenging regulatory requirements.
Organizations have learned that reliability practices contribute value to
their bottom line and promote improvements to their culture. RCM stands
out because it uniquely benefits organizational know-how by building broadbased human understanding and buy-in to new innovations through multidisciplinary teams.
Looking ahead, the greatest challenge may be the ability to sustain
the use of tried-and-true Reliability methods, like RCM, as well as emerging
technologies. Despite a better understanding today of organizations and
change, it has yet to be demonstrated that consistent SUSTAINABILITY is a
hallmark of the efforts of the past 65 years. But organizations are learning.
Testimonials from successful programs strongly suggest that an empowered
Reliability Champion significantly improves sustained results. While the future
is unknown, dont be surprised to see successful advances that build on the
tremendous reliability legacy of systems thinking, multidisciplinary teams
and empowered champions.
Organizations have
learned that reliability
practices contribute value
to their bottom line and
promote improvements
to their culture.
oct/nov 15
The Future of
ACM
Asset Condition
Monitoring1
by
INTRODUCTION
There is a fourth paradigm shift developing in the way organizations
handle asset condition monitoring (ACM), formerly called predictive maintenance (PdM) before the ISO55000 asset management standards series
was issued in 2014. This shift follows previous major changes in ACM/PdM
programs, with the first being when equipment went from heavy, cart
transportable packages for data collection and some analysis (1980s) to
microprocessor-based, handheld packages. The second significant change
was when desktop personal computers with robust software programs and
substantial memory capacity and portable laptop computers for field use
came into use (1990s). Together, they transformed collection, storage and
analysis of data for asset condition monitoring and prediction. The third
shift began with the application of wireless technology to condition data
collection and the introduction of highly sophisticated analysis software
programs and integration of data from multiple technologies for management, reporting and focusing of maintenance actions on improving asset
performance and availability. The fourth and latest shift involves the use of
the Internet of Things (IoT), cloud computing, big data management, analytics and communications using tablet computers and cellular fourth generation (4G and in a few years 5G) long-term evolution (LTE) technology.
10
oct/nov 15
There will be fewer people collecting data and performing analysis due
to global competition, skyrocketing health care costs, deregulation and
other factors.
Where it is possible, data will be brought to the analyst, not the other way
around.
Data from similar machines will be archived and used to simplify problem
identification across a fleet of like machines wherever possible.
The combination of wireless networks and the Internet will enable the
easy movement of data from the plant to the analyst.
Large manufacturing organizations will have hybrid programs where
more critical equipment is monitored daily or more frequently and less
critical equipment less often.2
REFERENCES
1. This article is an abstract from a new book entitled Asset Condition Monitoring Management by
Jack R. Nicholas, Jr., with contributions from a number of other experts in the field, including Elsa
Anzalone. The book is expected to be published by Reliabilityweb.com in early 2016.
2. Baxter, Nelson. Editorial What Is the Future of Predictive Maintenance? Sound and Vibration May
2004: p. 2.
3. Technology Quarterly. Your Phone on Steroids. The Economist May 30, 2015.
oct/nov 15
11
WEM
Work Execution
Management
Terry Wireman
PREVENTIVE MAINTENANCE
The most effective preventive maintenance (PM) programs concentrate
on the basics of maintaining the equipment, such as good visual inspections,
good lubrication practices and good fastening procedures. While these seem
basic, a survey in the book, Maintenance Management for Quality Production, published in 1984 by the Society of Manufacturing Engineers, states that
only 22 percent of the 2,500 organizations surveyed were satisfied with their
PM program. That survey was conducted over 30 years ago, but PM activities
are still producing substandard results. Organizations still have equipment
failures, sometimes just days after basic PM inspections were performed.
When a root cause analysis is performed on the failure, it is determined that
the cause is due to a problem that should have been found during the PM
inspection that was just performed.
12
oct/nov 15
While the technology-driven inspections from the ACM domain can assist in proactively finding degrading equipment conditions, a good PM program focused on basic care is key to a cost-effective solution for premature
equipment failures.
Notification
(Coded Data)
Functional Location/
Equipment
Preventive/
Predictive
History Files
Rebuild Inside/
Contact
Work Order
(Costing Data)
Contractor, Rental
Equipment, Misc.
Costs & Info
How successful has DE been for most organizations? Since DE focuses initially on the basics of maintenance and reliability, some organizations have
had initial success. However, when the organization is ready to realize the
true power of DE and it is applied by trained, cross functional teams, most
fall well short of the goal. There are several reasons for this, including lines
of jurisdiction between the various departments and proper training for all
employees involved.
Purchasing
What is the future of the WEM domain? After briefly reviewing the six
elements of WEM, it is clear that if they are utilized correctly, they add great
value to an organizations maintenance reliability functions. But why do the
WEM elements fail to achieve their true potential? There are two main reasons:
COMPUTERIZED MAINTENANCE
MANAGEMENT SYSTEM
The computerized maintenance management system (CMMS) is a specially designed database for tracking all equipment maintenance information
(see Figure 1). The CMMS has been used by maintenance organizations since
the mid-1970s. So what has been the result of CMMS utilization? According
to the CMMS Best Practices Study published by Reliabilityweb.com in 2011,
work order management was cited by 91 percent of respondents as the most
important feature of a CMMS. Yet, upon close scrutiny, the accuracy of the
data in most CMMS databases is severely lacking. In informal surveys, the vast
majority of maintenance reliability managers feel the data in their CMMS is
too inaccurate to use for financial decision-making.
DEFECT ELIMINATION
Defect elimination (DE) is a powerful element that builds on the five
other WEM elements. The DE element uses cross functional teams to eliminate
equipment-related defects, thereby increasing the capacity of the equipment.
oct/nov 15
13
LER
Leadership
and Reliability
by
Ron Moore
or essentially all business objectives, top managements leadership and active support is vitally important for achieving any
single objective. Reliability is no different. However, it seems that
top leadership in most organizations has little understanding
of reliability principles. Of course, they understand the concept
of reliability at some level, but most immediately think maintenance and delegate the responsibility to a corporate maintenance manager and expect reliability will simply happen. This view is only reinforced by
organizations and service providers that provide socalled reliability services. For example, the Society for
Maintenance and Reliability Professionals (SMRP) has
maintenance and reliability in its name, implying that if
you do good maintenance, youll have good reliability.
This mentality of intimately linking maintenance and
reliability and thinking if you do maintenance really well, youll have good
reliability is seen far more often than not. It seems especially prevalent in
the senior leadership of most organizations. And its flat wrong for a host of
reasons! Lets explore this fundamental issue.
14
oct/nov 15
BUY
Store
(Life Cost
Cycle)
(Cost of
Ownership)
(Like a Store)
Defects
Defects
Defects
Install/
Startup
Operate
Maintain
(With Care)
(With Precision)
Defects
Defects
(With Discipline)
Defects
Root Causes
Unneeded Work - $$
Injuries (& Env. Events)
Asset Utilization
&
Necessary Work
oct/nov 15
15
AM
Asset Management
Past and Future
by
Thomas W. Smith
he ISO Standard 55000 for Asset Management, which was released in January 2014, represents the culmination of a series
of activities going back several decades. Its most immediate
predecessor is the British Standards Institution (BSI) Publicly
Available Specification (PAS) 55, which was released in 2004
and updated in 2008. Before that, however, there were numerous national and sector level standards providing specific guidance for
asset management.
ISO55000 focuses on asset value. The critical features of the ISO standard
are its adaptability to all sizes and types of organizations, its focus on a comprehensive and integrated approach across the asset lifecycle, and its recognition
of the importance of the influence of the organizational context on assets.
Context in this case includes the physical, social and economic environment in
which the organization operates. The impact of this new standard with its very
broad approach is just beginning to be felt, and there are many opportunities
for organizations to take advantage of the building momentum.
16
oct/nov 15
17
REM
ACM
WEM
18
oct/nov 15
LER
AM
Sharing the
Dream
by
of Mr. Schultz and his direct protges, Andy Page and Carey Repasz three
people who moved asset condition monitoring and management thinking
ahead by at least a decade and linked it with reliability.
We would also like to call out Mapped Services and Training (MSAT) Providers, Lubrication Engineers, Ludeca and SDT Ultrasound, for developing
some powerful new paradigms in the asset condition management supply
community based on delivering successful outcomes for clients rather than
just selling a product or service.
Authors and subject matter experts, Jack Nicholas (Asset Condition Management) and Alan Friedman (Audit It: Improve It.),cultivate new thinking in
program management for effective use of condition monitoring.
Our thanks also go out to Jim Hall of the Ultrasound Institute, Dr. Ronald
Eshelman of the Vibration Institute, Jim Berry of Technical Associates, Wayne
Ruddock of Advanced Infrared Resources, Dr. Howard Penrose (better known
as Motor Doc) and lubrication trainer, Ray Thibault.
Terrence O'Hanlon
elimination and teaches us the direct connection to and from leadership and
asset reliability.
Cliff Williams woke us up to the culture created with leadership in People: A Reliability Success Story and if you have ever seen Cliffs non-traditional
keynotes, you can see why I used the term woke up.
Filling in the reliability leadership gap is Ron Moore, whose best selling
books, Making Common Sense Common Practice and What Tool? When?, lead
all maintenance reliability titles in terms of sales volume.If you have ever read
them or had the good fortune to hear Ron speak, you will understand why.
In the real world, I would like to thank two people who live it, George
Williams and George Mahoney, who have taught me that performance is the
result of leadership and that by generously empowering those around you
as leaders, everyone benefits.The performance that these two have created,
each in their own way, will serve as my own lighthouse in my attempts to
improve in this area.
ASSET MANAGEMENT
It is all about value at the end of the day and the people showing us
how to create and deliver performance through asset management include
ISO TC-251 Chairman Rhys Davies, IAM CEO David McKeown, MTAs Michael
Salvato, University of Wisconsins Thomas Smith and US TAG Chairman Jim
Dieter. You can watch for more thought leadership in this area as we expand
our coverage to learn from organizations like Pacific Gas and Electric that earn
ISO50001 Certification.
And finally, we like to say you are known by the associations you keep, so
we stay plugged into dozens of the societies, groups and associations who are
part of a larger community of practice called The Asset Management Alliance,
who are engaged in creating guidance for the rest of us. These groups include
The Association of Asset Management Professionals (www.maintenance.
org), The Institute of Asset Management (www.theiam.org), MIMOSA (www.
mimosa.org), The Industrial Internet Consortium (www.industrialinternet
consortium.org), BEMAS (www.bemas.org/en) and STLE (www.stle.org) and
will continue to rapidly expand in 2016.
So, when I do meet readers who want to know how we manage to
publish such high quality information, we hope this short acknowledgment,
that leaves out hundreds of great contributors (sorry about that), provides a
glimpse of the rarified air we get to do business in.
oct/nov 15
19
Supplier
burden of success
point of sale
Customer
MANAGED Ultrasound
We Help
Plan
Implement
Maintain
Scorecard
HE
We Provide
Hardware
Software
Training
Expertise
AR
M ORE
Ultrasound
Solutions
Industry Listens To Us sdthearmore.com 1-800-667-5325
$
Month 1
Month 2
Month 3
CAPEX
Month 4
Month 5
Month 6
ROI
ROI
Operational Spend
$
Month 1
Month 2
Month 3
OPEX
Month 4
ROI
Month 5
Month 6
10
years
WEM
Ramesh Gulati
Notice the similarity between Figure 3 on optimized maintenance (from the paper, Optimization of Maintenance
by Ramesh Gulati, 1988) and Institute of Asset Management (IAM) Anatomy 2014 Figure 3 on optimized asset management.
22
oct/nov 15
oct/nov 15
23
WEM
24
oct/nov 15
oct/nov 15
25
WEM
26
oct/nov 15
Electrical or
mechanical?
Rotor?
Turn-to-turn fault? Model AT33 IND
Phase unbalance?
Dirty windings?
Shown Above
Distributors
Wanted
Short ground?
Motor Testers
www.alltestpro.com
oct/nov 15
27
10
years
REM
G
N
I
V
I
V
SUR
L
I
O
LOW
Nesbitt
s
e
m
a
J
by
m
r
o
t
S
s
i
h
T
er
h
t
a
e
W
o
t
o
nD
a
C
s
r
e
c
u
d
What Pro
28
oct/nov 15
The first half of 2015 has seen a dramatic drop in the price of
crude oil. Six-year lows are being seen and there is uncertainty
about where or when the market will bottom out.
oct/nov 15
29
REM
ness. In early 2014, this culminated in the publication of the ISO55000 standard for physical asset
management.
Asset management is defined in ISO55000
as the coordinated activity of an organization to
realize value from assets. Instead of a cost to be
managed, asset management has become a strategic element for helping organizations weather uncertain economic times and ensure they are at the
head of the pack in terms of competitiveness. But
beyond all this, asset management ensures that
owners and operators have the systems, policies,
practices and people in place to ensure safe, reliable and environmentally responsible operations.
30
oct/nov 15
this. Unplanned, unreliable operations cause unrecoverable loss of salable goods and increased
costs of labor, energy and materials, and will quickly result in an unsustainable business model.
The elimination or control of unplanned
events is the greatest financial return that asset
management can yield for your organization. By
understanding the causes of unplanned events
and focusing efforts on eliminating or avoiding
preventable losses, organizations can quickly increase production values while lowering overall
cost per barrel.
Historically, high margin producers were
often lucky. In the new environment, low margin
producers must be smart.
REDUCING COSTS
Reducing overall costs must be done, however, broad-brush cost-cutting measures will not
ensure viability given that the timing of a return to
higher margins is not guaranteed and the damage
done by taking such an approach will be felt for
years to come. Instead, the need is to ensure that
the integrity of the operation remains intact and
there is no increase in the risk associated with less
maintenance. Robust reliability centered maintenance techniques, as outlined in SAE JA1011, are
suitable to help understand the appropriate maintenance strategy for complex or tightly coupled
operations. However, if the goal is to reduce cost
while maintaining current performance and you
need to do this quickly, a maintenance program
optimization (MPO) review may be the answer.
Over time, maintenance programs tend to
grow. Often the genesis of the program is an original equipment manufacturers recommended
maintenance program that has had a cursory review by the Engineering, Procurement, Construction (EPC). From here, the addition of new technology, techniques and responses to poor asset
performance cause the maintenance program to
grow. Experience shows that about 30 percent of
the existing maintenance program is of low or no
value. This is often for a number of reasons:
The cost of the maintenance task often exceeds the cost of the failure it is trying to prevent. It is simply not worth doing.
There are duplicate tasks, for example, changing oil based on a time schedule or cycles, as
well as performing a lube analysis program.
The tasks are inappropriate for the equipment. Often, legacy tasks remain in the system after component upgrades or capital improvements to the system, resulting in work
RISK MANAGEMENT
UNDERSTAND RISK
When operating budgets shrink and resources that were limited before become even
scarcer, understanding where to spend limited
dollars is critical. Unfortunately, in many organizations, this decision is more emotional rather
than quantitative.
CONCLUSION
No one knows how long low oil will last or
how bad it will get before it stabilizes. However,
producers need to react now. Cutting fat is the first
logical step, but it must be done with care and precision. Asset management will help weather this
storm while maintaining a profitable, competitive
business that is ready to capitalize when the markets begin to turn.
James Nesbitt is a Partner
at Asset Performance Group
(APG). Mr. Nesbitt has a wide
exposure to a number of
heavy industries that provide
a breadth of experience
when consulting with clients.
James focuses on delivering
solutions, not services, and
establishing relationships
with his clients. www.apgassetcare.com
CMMS Explained
Made Simple
Second Edition
by Dave Bertolini
Order Today!
mro-zone.com
Vibration Institute
2016 Annual Training Conference
June 14-17, 2016
Asheville, North Carolina
Mark your calendar and plan to join your colleagues in Asheville
at the Renaissance Asheville Hotel for the
40th Annual Vibration Institute Training Conference.
Pre-Conference Workshops | Expanded Program | Exhibitor Hall | Networking Receptions | Academic Sessions
oct/nov 15
31
10
years
Hcm
Internet of
Things
Managing talent and leveraging experience
by
32
oct/nov 15
Burt Hurlock
f you have children aspiring to attend college, then you know that
somewhere between the time of their birth and the present, the world
changed. It went from valuing being well-rounded to valuing specialization. Whether thats a healthy development is a worthy debate, but
not the purpose of this article. This article explores the role of the connected world in propagating specialization and how specialization has
the potential to supercharge the value of old-fashioned human judgment.
Technical visionaries often invoke terms like the Internet of Things, smart
machines and machine to machine (M2M) to ease our fears about managing
the upcoming brain drain that accompanies the graying American industrial
workforce. The theory goes that one day, self-learning machines and massively parallel computing may replace the operator. Perhaps, but not in the foreseeable future. Thats because smart machines are very good at keeping us
from doing dumb things, like stalling a commercial airliner, or pushing a gas
compressor beyond safe tolerances. In the realm of black and white, the value
of artificial intelligence is unassailable. But what about the rest of the time?
MYOPIC INTELLIGENCE
The Internet has accomplished little if not the ability to perform
research and gather massive amounts of information quickly.
Industrial automation combined with smart sensing technologies and advanced analytics have compounded the
potential for knowledge and insight far beyond anything imaginable just ten years ago. What isnt known
is whether these technologies will ever account for
enough variables to achieve sufficient situational
awareness to best human judgment.
This author once stood on the floor of a nuclear
power generation control room simulator and tapped
on the glass of an analog meter to see if reenacting the
famous scene from the movie The China Syndrome would
mean anything to the guide. He said, We really do that, you
know. Sometimes the humidity makes the gauges stick. He had
never seen the movie. So what should be done until the Internet of Things
and smart systems can anticipate and address all possible scenarios, situations and outcomes and become all-knowing? And how likely is that to happen so long as humans make mistakes and mechanical designs have flaws?
late the modern medical system, with its hub-and-spoke care delivery systems
that depend on highly specialized satellites of expertise supporting centers
or hubs of total care. Just like medical specialty practices are the healthcare
worlds method of rationally allocating scarce skills and knowledge, networks
of highly experienced machine health analysts can virtually achieve in the
industrial world what the medical world has achieved locally. In this scenario,
the demise of the industrial workforce, as author Mark Twain warned, may be
greatly exaggerated, but only on two conditions: 1) that the workforce recognizes and seizes the opportunity, and 2) that there are rewards for doing so.
Talent and experience have always been scarce. In fact, scarcity may be
a defining attribute of talent. So the problem is not new, nor is it without its
merits for both talent and those seeking to employ it. In most commercial
endeavors, talent is rewarded with outsized returns. From Hollywood actors
to great Wall Street traders, talent gets paid commensurately with the value
it contributes to the enterprise. Lamenting the industrial talent exodus begs
the question of whether American industrial workers are being rewarded
commensurately with their contribution. Its a question that will become
more poignant as interconnectedness accelerates specialization and specialists acquire more leverage by achieving efficient production. Why
should industry expect more for less when that paradigm isnt
commercially viable anywhere else? And does that expectation explain the brain drain? Industry has its role to play in
rewarding big value-generating diagnostic insights or all
that hand-wringing about the graying workforce and
the disinterest of the millennials rings hollow.
Scarcity
may be
a defining
attribute of
talent
oct/nov 15
33
4 STEPS TO
IMPROVE YOUR
Reliability Value Chain
safety
availability
profitability
asset
master data
ta
ac t
rov us
em
en
t
da
i on
supply
chain
management
reliability
strategy
e
dg
i n fo
at i
on k
no
w
l
asset health
analysis
work
identification
maintenance
procedures
planning,
scheduling,
work
execution
condition
indicators
process
parameters
RELIABILITY
1
2
CLEAN YOUR DATA HOUSE
The best reliability programs are data driven. Without a solid data foundation, the
integrity of your decisions will always be questioned. Invest in a robust data foundation
which includes asset master data, failure codes, and maintenance procedures.
Deriving information from asset-condition data has long been used as the indicator
of asset health. Now, top quartile performers are leveraging process-parameter data
to get deeper insight into the health of their assets. Putting these two together in a
robust dashboard view provides the complete picture of asset health. And, adding
process-parameter data has never been easier with wireless technology.
3
4
10
years
ACM
PROACTIVE
MAINTENANCE
Saves NIF Shot Time and Money
by Nick
36
oct/nov 15
Jize
When we install new equipment, we get a baseline of the vibration signature, make the necessary adjustments and take the baseline again until
were satisfied that weve installed the equipment properly. Then, we go out
every quarter or so and take another vibration signature. Based on how the
vibration spectrum is changing, we can tell whether a bearing is failing, if the
motor has some imbalances and so forth.
The RCM program paid big dividends toward the end of last year when
a routine monthly vibration analysis detected incipient failures on one of
the motors in the laser amplifier cooling system. The motor was placed on
a watch list and scheduled for weekly vibration analysis. Subsequent tests
revealed a significant rise in low frequency vibrations, indicating further
bearing deterioration and looseness. At that point, the FOM team received
management approval to replace the motor before it failed.
Vibration analysis told us that the motor bearing was beginning to wear
out and it wasnt worth the risk to extend the operation of the motor any
longer. If it failed at an inopportune moment, it could impact facility costs a
lot more than the cost of replacing the motor.
Vibration analysis allowed sufficient time to have a well planned replacement strategy using NIFs Formula 1 operational approach based
on the quick teamwork of Formula 1 race car pit crews.
NIFs FOM and transport and handling (T&H) teams
used pre-coordinated plans to replace and commission the motor in an available four-hour
window between shots, taking less than
three hours to complete the task. Prior
to Formula 1 evaluation, the process in
a reactive mode could have required a
full eight-hour shift.
37
ACM
Lubrication for motors is another example. We use precision ultrasonic lubrication for all our motor
bearing lubrication. This technology
alone has doubled the life of our laser amplifier cooling motors. Based
on the manufacturers recommendations, we used to pump in three
to six pumps of grease per bearing
every quarter. It turned out that
was much more than was needed
for this operation. Now, we use ultrasonic oil analysis to determine if
lubrication is needed.
The ultrasonic device is attached to a Zerk fitting and allows
the technician to listen to the bearing while applying the lubricant.
By doing this, the technician can
determine how much lubricant to
add and when to stop adding it. In
the past, we used to find the windings full of grease during post-failure analysis. Now, we are no longer
filling our motor windings with
grease and eliminating that issue
has extended the life of our motors.
FROM PRUFTECHNIK
The only cloud-enabled touchscreen laser shaft alignment system with a range of built-in connectivity features.
The industry-leading precision that youve come to expect from PRUFTECHNIK can now
be integrated with your workflows, for a more mobile, more connected way of
managing your assets.
Find out more: what-is-coming-next.com
38
oct/nov 15
2
0
1
6
APRIL 5-7
2016
LOUISVILLE, KENTUCKY
2016 SPONSORS
76% of surveyed attendees said they were able to make changes in their
workplace within 3 months of attending, and half of them were already seeing
REGISTER &
SAVE $400 TODAY
Conference.ReliablePlant.com >>
10
years
Build a High
o
t
ow
WEM
by
Warning:
Mike Stonecipher
40
oct/nov 15
Performance
Maintenance Team
few years ago, this author inherited perhaps the worlds most
underperforming, unreliable, unpredictable, unacceptable
and all other antonyms that are an antithesis for anything
positive, maintenance team. The extreme lack of performance left all sorts of carnage piled up at the front door of
the unemployment office. Maintenance managers did not last
longer than 18 months before quitting or getting fired. To be fair, it was the
result of long-term neglect and a few bad decisions by upper management.
Nonetheless, the requirements of the job was to roll up the shirt sleeves, do
a deep dive and fix it.
At the bottom of Maslows hierarchy of needs are food and shelter. Simply put, SURVIVAL. That was exactly where the company was and its maintenance department was not helping the situation. However, this authors
personal goal went beyond survival. It was to reclaim a higher quality of life by
eliminating the late night and weekend calls that started out like, Boss, you
aint gonna believe this! Conditions were so bad that the author personally
helped extinguish two fires in one year that could have burned down the
facility, which, at the time, did not seem like a bad plan.
Just in case you or someone you know is experiencing a similar undesirable work environment, the author shares this brief recap of the maintenance
turnaround plan that was used.
Just stick to the key areas that will receive a laser focus so the journey and
dedication to achieving the target condition is crystal clear.
This meeting is not about searching for agreement or reaching a consensus. It is about setting a new direction and establishing a starting point for the
turnaround. It is about encouraging those that want to change, converting
those that are on the fence and firing a warning shot to those who are dead
set on maintaining status quo. Will there be teamwork, employee feedback
and participation? You bet! It is impossible to reach target condition without
a fully engaged workforce.
This is the first team assignment. Pull together a mix of formal leaders and
informal leaders. Why informal leaders? Because often they are the ones that
others are going to follow. On a flip chart, begin documenting the characteristics of a high performance maintenance team. At this point, nothing is too
basic. In fact, most of the items on the list should be fundamental and include
such things as: start and stop times, protocol for shift hand off, documenting
work performed, providing feedback to operators, behaving in a courteous
and professional manner, and so forth. Take the feedback and create two
formal documents: a code of conduct and daily standard work. Each document should be no more than one page in length. Once completed, ask the
sub-team to present the documents to the team. It is critical that everyone
hears the message, understands the documents and signs a training record.
Post the documents in very conspicuous places throughout the maintenance
shop. It is also a good idea to have some of the maintenance team members report on the new mode of operation at a monthly all employees meeting or at operational team meetings.
Now that expectations are clear, all future group meetings will be conducted with a sense of urgency and in a celebratory manner for each accomplishment achieved, even the small ones that look like baby steps. Long-term
success is going to be built by putting points on the scoreboard, not by a
single silver bullet. Will there be tough discussions? Yes, but probably with
only a small percentage of the group. From this point forward, those discussions will be held in private and on an individual basis. Everyone else will be
receiving praise and encouragement.
oct/nov 15
41
WEM
YES
This is not glamorous work. In fact, it can be extremely nasty. However, the
result will make a huge impression, improve efficiency, safety and morale, and
generate a cleansing feeling. It is like a new beginning. Dont be surprised that
when you start purging the junk, you end up with over 14 flatbed trailers full
of scrap steel and obsolete equipment for the recycler no kidding!
Start with the red tag process. Expect some pushback because someone
will insist that you keep that one-of-a-kind inoperable 1968 strain gauge that
was made by a company that no longer exists. Target purging the junk in the
maintenance department first, then attack all other hidden areas scattered
throughout the factory. Tackle the maintenance, repair and operations (MRO)
tool crib, red tagging all junk and obsolete parts. Be sure not to forget or
overlook cabinets and drawers.
During this process, keep the finance department or controller informed
so assets can be properly accounted for. Before hauling everything to the
recycler, pull a team of engineers, operators and maintenance technicians together to review the red tag area just to make sure there is nothing expensive,
unique and still vital to maintenance and/or operations in the hold area. When
completed and the junk is on its way to the recycler, the accomplishment will
feel refreshing. Make a point to give the team positive feedback and celebrate!
But dont stop there, because this is only the first step in the 5S process.
42
oct/nov 15
and upgrading the equipment or purchase new equipment and unplug the
life support). The costs and return on investment (ROI) for replacing or upgrading equipment on the intensive care list are the beginning of the capital
plan. Depending on the companys health, a short-term repair may take precedence over replacement until funding can support a long-term solution.
Based on the size of the operation, equipment condition, complexity
and advances in technology, the capital plan may be a three- to five-year
outlook. This type of planning and detail will help with budgeting and eliminating surprises. There are other options to consider if capital is limited or
non-existent, such as vendor financing. This is more common for very expensive equipment, like machining centers, lasers, etc.
work for tool maintenance, visuals for total productive maintenance (TPM)
plan and a kaizen schedule for targeted areas of improvement. Value stream
mapping events can be used for processes like the MRO procurement cycle.
If there is a tool crib, implement a kanban system for spare parts and consider
vendor-managed inventory (VMI) for small parts like nuts and bolts. Converting to VMI can reduce time spent managing small parts and swap inventory
on the balance sheet for cash.
There are many low cost options for a computerized maintenance management system (CMMS). The ability to track and measure performance in real
time is critical to achieving the target condition. A CMMS enables the maintenance team to optimize the usage of replacement parts, properly assign
resources, plan for performing PMs and evaluate the effectiveness of the work
being performed. If your company can afford it, install a wireless system and
purchase tablets so entries and pictures can be made at the point of service.
This is a big time-saver versus going to a computer terminal and getting in
line to make entries.
SUMMARY
Building a high performance maintenance team is not a threemonth undertaking. It is not a part-time initiative or approach.
Depending on where the department is on the maturity curve,
the age and deterioration of equipment, and the overall health
of the business, it can be a three- to five-year journey. However,
significant improvements are often realized in the first three to
six months by being relentless, firm and encouraging.
The authors company did survive and posted some impressive
profits during its third year in the turnaround. However, perhaps the biggest reward during the turnaround was the bond
and respect the operators and maintenance team developed
for each other. It is a behavior that becomes contagious based
on a common purpose of making the equipment better today
than it was yesterday.
oct/nov 15
43
VibXpert II Balancer
A PRFTECHNIK product
1 & 2-plane Field Balancing,
Vibration Analysis and more!
R OV E
P
P
OVIDE
305.591.8935 | www.KeepItRunning.com
45
10
years
AM
Asset Management
Systematizing Your
Asset
Management
Operation
Tracy Smith
46
oct/nov 15
Creating
synergy is at
the heart of what an
asset management
system does.
An asset management system establishes clear, documented processes for every activity that affects an assets lifecycle, from purchasing a piece
of equipment to creating a work order to contracting a vendor. It dictates
procedures to ensure that all asset lifecycle events, including maintenance
work orders and supply chain transactions, are captured and tracked within
the software system to ensure accurate data and reporting. It
lays out clear guidelines for dividing responsibilities and
coordinating activities between departments. In short,
it provides a complete program for managing physical
assets across the entire organization and throughout
the full asset lifecycle.
Figure 2: Sample of an asset management system
System Components
An asset management system
unites organizational vision and
structure with practices, content,
information systems and assessment tools to create efficient and
effective operations. These components represent all the different factors
that must be directed and coordinated to
create a successful asset management operation.
They encompass the organizations overall objectives,
asset management strategy, team roles and responsibilities, operational activities, technology requirements,
master data libraries, coding structures and performance
measurement tools.
Figure 2 represents a sample asset management
system. Specific components and their contents will differ
from one organization to another, but the basic structure is the same
for any operation.
Organization & Management is the first component of a successful
system. It includes the asset management policy, objectives and strategy determined by upper management, as well as role descriptions and
responsibilities that help define organizational structure.
Practices are the second component of an asset management system.
They include processes and procedures for all maintenance, storeroom
and procurement activities, plus business rules and guidelines for coordinating with project management, accounting and other functions.
Practices are the heart of an asset management system; they keep things
running. The other parts of the system cannot function effectively without solid, consistent, clearly defined practices.
Content is the third component of a system. It comprises master data,
such as asset registries, equipment hierarchies, materials catalogs, vendor catalogs, as well as coding structures, naming conventions, classification systems and other tools for grouping and filtering data. Good
content is the foundation of good data management.
Information Systems constitute the fourth component of an asset
management system. This component specifies the requirements for
all technology associated with asset management, including enterprise
asset management (EAM), enterprise resource planning (ERP), computerized maintenance management system (CMMS), supervisory control
and data acquisition (SCADA), data historian system, distributed control
system (DCS), predictive maintenance (PdM) technologies, and production control and monitoring systems.
oct/nov 15
47
AM
Asset Management
Performance Improvement is the fifth and final component of a system. It contains assessment tools, such as key performance indicators
(KPIs), performance targets and audit scoresheets, to measure the systems effectiveness and find new ways to improve.
Together, these five components provide the tools needed to effectively
manage an organizations physical assets, starting at the top with large-scale
policy and objectives and working down to detailed guidelines for specific
roles, practices and technologies.
An asset management system provides the big picture for maintenance
operations. Once in place, it serves as a framework for implementing smaller
programs, such as reliability initiatives, supply chain solutions and software
systems. An asset management system ensures that programs like these are
integrated seamlessly within the rest of an operation to ensure maximum
performance and return on investment (ROI).
An asset
management
system provides
the big picture for
maintenance
operations.
48
oct/nov 15
THE BENEFITS OF
SYSTEMATIZING
Systematizing an asset management operation improves more than just
equipment reliability. The rewards stretch across the entire organization,
from operational productivity to bottom-line profit to stakeholder relationships. Done right, an asset management system:
improves asset performance and reliability;
increases ROI on equipment and software purchases;
facilitates better record keeping and reporting;
standardizes practices and procedures;
improves coordination between business functions;
increases operational efficiency and productivity;
minimizes costs and improves the bottom line;
facilitates the realization of business objectives;
minimizes health, safety and environmental risks;
demonstrates compliance with legal, statutory and
industry standards;
signals to regulators and stakeholders that assets are in
good hands;
facilitates better performance measurement and analysis;
formalizes commitment to continued improvement and
provides a clearly defined path forward.
The system also has generated downstream benefits for the organization in the form of reduced insurance premiums, netting it significant hard
dollar savings. The organizations contact explains:
Insurance regulators like management systems, especially ones
that focus on improving safety, reducing environmental impact and
minimizing risk. Large manufacturing companies like ours pay a
lot of money for insurance. By demonstrating good stewardship,
our asset management system has actually reduced our insurance
premiums, providing us with significant hard savings that directly
impact our bottom line.
This organization chose to take a comprehensive approach to managing
its assets because it wanted to create value in the long term. The companys
representative put it best:
We are an asset-intensive organization. Our physical assets are
critical to helping us accomplish our business objectives. We felt
the implementation of an asset management system provided a
top-down, comprehensive approach to improving performance
that addressed all variables and could create value across a broad
organizational front on a long-term, sustainable basis.
process-centric systems to manage their operations. In 2004, the British Standards Institution published PAS55, the worlds first international asset management standard. It states that an organization shall establish, document,
implement, maintain and continually improve an asset management system.
ISO55000, the internationally recognized asset management suite of
standards published in 2014 by the International Organization for Standardization (ISO), agrees. According to Section 4.4 of ISO55001, an organization
shall establish, implement, maintain and continually improve an asset management system, including the processes needed and their interactions. Together, ISO55000, 55001 and 55002 provide complete guidelines for creating
and implementing an asset management system.
REVOLUTIONARY
VIBRATION AND
BEARING
ANALYSIS
CONCLUSION
Why are asset management systems so important? The answer is simple:
asset management systems represent a comprehensive approach to asset
management. Asset management systems provide the holistic perspective
and large-scale strategy necessary for managing large maintenance operations. They lower costs, improve asset performance and reduce risk.
The systems themselves may be as complex as the operations they manage, but the results are simple. Asset management systems make asset-intensive organizations run better.
Tracy Smith is a veteran asset management developer,
strategist, and consultant. He is the president of AMS
Engineering, a leading asset management consulting
firm, and has 18 years of experience building and
improving asset management systems for some of the
worlds largest manufacturing organizations.
www.assetmanagementsystems.org
oct/nov 15
49
10
years
Carlos Perez
oct/nov 15
by
50
&
CONCEPTS
RELIABILITY
REM
inefficient, insecure and costly, having a high rejection level, or contributing to a bad image.
Other factors to be taken into account are shutdown causes that may
occur for numerous reasons, so comparing apples and oranges, as the expression goes, should be avoided. An example is comparing shutdowns
due to bearing lubrication with shutdowns due to errors in bearing mountings. It is not the same changing an item because it is going to fail versus
changing it because it failed versus changing it because a frequency was
met before it failed. Specifying an item that failed due to wearing is not
the same as another that failed due to an improper installation or one
damaged by an accident.
IS IT A STATISTIC
ISSUE?
A common discussion is
whether or not reliability is a
statistic issue. Managing data
has an undeniable usefulness
in the companys management
and direction. It is necessary
to distinguish if statistics are
used to manage real data to
see its behavior or to support
forecasts and estimations that
sometimes border on daring
and irresponsible speculations.
Some authors adhere to
defining mathematical postulates as an absolute truth
about failures and deny the
fact that numbers of analyzed
Figure 1: Boiler failure causes
failures mix effects with causes. In addition, they deny that
having failure data to analyze
is accepting that failures occur
and with more data come more failures.
The most common misconception of reliability is that it is like the average time between failure occurrences. This statement has several connotations to consider. The first is to remember that the cipher is an average and
the failure concept is associated with more shutdowns than with unconformities, such as spilling, a nonconforming product, or increased risks, which
are failures too.
Datum as such, is an average cipher. Theres a big difference between
probability and reality, thus generating confusion. A probable failure is a possible failure and an occurred failure is a real failure, but a calculus logarithm
doesnt necessarily assure its occurrence at a given point.
Therefore, using calculated, desired, estimated, arbitrarily fixed, imagined, recommended by manuals and even invented ciphers may carry error
percentages, inaccuracies and deficiencies requiring responsible handling.
For example, Figure 1 shows the various failure causes of a boiler.
If failures are analyzed, Table 1 (see page 54) shows the various results.
It is clear that not all failures affect availability, therefore, they should not
be used in calculating mean time between failures (MTBF) as it is repeatedly
done.
Thus, analyzing numbers may only give peace of mind to some people
since there are other reasons an asset may fail, such as:
If the asset does not perform all required functions as desired, it is also
considered a failure.
Therefore, if the real failure concept is applied, calculations would be
different:
MTBF = 720 hours 20 hours / 10 failures = 70 hours.
Since the companys MTBF is 300 hours, the purpose would not be met.
With the current failure concept, the probability that the boiler does not
fail before the MTBF goal would be calculated this way:
Probability = e-(70/350) = 1.37 percent.
Very few companies have data on MTBF; what they really have is datum
on mean time between shutdowns.
Very few companies record failure occurrence using the failure mode
scope and those that do, their information systems make the MTBF calculation difficult.
So, whats the solution? The time being used for mathematical calculation
of MTBF or failure probability would be better spent defining failure consequences and devising an action plan to mitigate those consequences.
51
REM
Table 1
No.
Failure Cause
Effect
Dirty casing
No
In case of pressure increase, steam would not be released, thus increasing risk
No
No
No
Yes
No
Yes
No
Upon temperature increase, boiler would not turn OFF, increasing risk
No
10
Dirty boiler
No
Some companies have gone beyond statistics and have reviewed their
internal practices, carrying out benchmarking with those that are outstanding. These organizations came to the conclusion that it is impossible to
talk about reliability as a unique cipher. Therefore, it is necessary to use
several measurements as fundamental indicators of inputs/outputs of the
processes.
The need for reliability in installations is as old as humanity, but undeniably, the growing relevance of environmental issues and their security have
led to the need of changing orientation of some markets and niches due to:
More complex products.
Greater pressure to reduce costs to be more competitive.
A greater number of operational functions carried out by equipment and
machines.
Requirements to reduce products weight and volume, and maintaining
and improving performance and security standards.
Requirements to increase or reduce operation duration of products to
increase or reduce demand.
Greater difficulties to carry out maintenance interventions due to asset
utilization increases.
Trends to use software, electronic, pneumatic, or hydraulic components
having different wearing behavior in response to components failing in
function of age.
Current legislation that is increasingly more demanding and less tolerant.
Greater impact of shutdowns and operational losses on sales and
products.
Growing demands for quality in services and products.
New perceptions of a companys image or commitment.
Commitments to reduce the human life loss risk.
Requests to reduce the spilling risk or affectations of the equipment on
the environment.
These new demands drive the use of strategies that have been successfully applied in many companies, strengthening global performance, optimizing costs, reducing risks, improving corporate image, lowering environmental
impact and consolidating business results.
Successful companies have made a concerted effort to incorporate their
maintenance improvement strategies into other corporate initiatives, avoiding or preventing the syndrome of the campaign of the moment, peak of
the wave, or the promotion of the month. The best indication that this effort
produces satisfaction is when it turns into a durable and stable policy.
52
oct/nov 15
Generates shutdown?
CONCLUSION
To achieve reliability, maintenance is not the only responsible area. It
requires responsible designs, consistent and trained operators, professional
purchasers and stable policies. In other words, several responsible actors take
part during an assets lifecycle.
Maintenance is considered an action; it is more of a joint responsibility
than a function. Maintenance starts with selecting equipment and follows
with installation. It is supported by the right operation and good maintenance, with support provided by purchases and inventories.
Those responsible for whether assets will be reliable or not are: design;
selection; manufacturing; suppliers; installation; environment; operation;
maintenance; stores; and purchases.
fo
u b r i c at i o n a n d O
ity L
il A
nal
ysi
s
lan
ni
ng
an
Le
e
ad
rs
h ip
bil
elia
R
r
he
iza
Sc
ti o
iabil
eventive Main
tena
nt Pr
Re l
nce
Op
lin
tim
du
re
ity Cente d Maintenan
Las Vegas
me
age
2016
n
Ma
ce
ss
et
U
l
t
ras
ng
un
d
ci
c
fe
tE
l im
ina
tio
CM
Vibration Analysis
MS
A
lign
m
en
ta
n
Ba
l
an
10
years
Vib
SMART
Vibration
Analysis
I
ts a commonly known fact that machine faults can be detected by changes in the vibration of the machinery. Its
also apparent that non-fault related conditions are also detectable in the vibration data. This means that everything
related to a machine, good or bad, will show up in some way.
Leading indicators, at very low amplitudes, show up in the vibration spectra. As a fault condition worsens, the damage rapidly becomes more obvious and easier to identify in the
vibration signature. Once a fault is positively identified,
an analyst can sometimes sort through the historical data and often identify the leading indicator
that eventually led to the fault condition.
by
54
oct/nov 15
Richard Bierman
Figure 1:
Since leading indicators at inception are not yet typical wall chart
fault conditions, finding them as they happen requires a really close
look at every spectra and a comparison to historical signatures to
distinguish them from normal, transient conditions related to load,
temperature, process rates, accelerometer data, etc. This could be
done by hiring a large team of analysts dedicated to doing only that,
however, the room for error is high and the associated cost and effort is extremely impractical. Alternatively, your vibration software
can automatically do this for you by using trend-based narrowband
envelope alarms. Setup is easier than using band alarms and the results are much more accurate. Furthermore, findings are discovered
sooner, allowing your facility to drastically reduce the amount of
points monitored and the frequency at which they are taken. Optimizing your vibration analysis program to find leading indicators
will also allow you to relax, but not eliminate, your other predictive
maintenance efforts, including oil analysis, ultrasound detection and
thermography (see Figure 1). With less data to collect and analyze,
a large facility containing over 2,000 machines can easily be monitored by a single analyst.
Figure 2:
A narrowband envelope alarm is an alarm level that monitors the absolute, not
overall, amplitude of every peak in a spectrum. Unlike spectral band alarms,
often called power bands, there are practically no limits* to the amount of
narrowband envelopes that can be displayed on a spectrum. This eliminates
the problem with overall and spectral bands where low amplitude noise, such
as slightly elevated noise floor, triggers the alarm. Because of this phenomenon, overall and spectral bands must
be set at a higher amplitude offset to
reduce the amount of false alarms. Unfortunately, this pushes the alarm limits
beyond the sensitivity needed to detect
leading indicators. With narrowband
envelope alarms, this problem doesnt
exist. The set point is unique to each frequency, so the sensitivity can be much
closer and false alarms caused by broadband noise are eliminated. With a tighter offset, important forcing frequencies
will never go undetected due to the
higher amplitudes of the surrounding
frequencies. Simply put, the narrowband envelope will stay out of alarm
unless a legitimate issue presents itself.
As complex as they may sound,
narrowband envelope alarms are very
simple to set up. Basically, the narrowband envelope alarm is a line drawn above the outline of the spectrum collected. Most vibration software will automatically generate the alarms using an
existing spectrum. If any peak breaks this line, the next time data is uploaded,
the alarm is triggered, regardless of its amplitude. Hence, even very low amplitude changes at any specific frequency will be immediately detected and
pointed out by the narrowband envelope alarm. To avoid these from being
triggered every time the signature changes, the narrowband envelope alarms
* The number of narrowband envelopes matches that of the resolution of the spectra.
It takes about five fast Fourier transform (FFT) lines to build a frequency in a spectrum,
depending on the resolution and frequency maximum (Fmax). If a spectrum has 6,400
lines of resolution, it will allow approximately 1,280 envelope alarms.
oct/nov 15
55
Figure 3:
Vib
Figure 3a shows a historical trend of overall velocity collected from a steam turbine. The
amplitude levels and spectra are constantly changing due to variances in speed, load and
random white noise seen in the noise floor from steam and cooling water flowing through
the turbine. At the indicated point on the trend, a leading indicator exists. If the analyst
were to monitor the overall levels, he or she would be unable to detect it. Since the machine is not in alarm, it is unlikely and impractical that the analyst would spend the time
analyzing the detailed data shown in the spectrum in Figure 3b. If by chance the analyst
did look at the details of every piece of data collected, the primary question in Figure 3b
would be, Does this spectrum indicate a problem? When comparing this data with the
variances found in historical signatures, it is unlikely that any abnormality would stand out.
Since there is no mechanical fault yet and anything that looks like a fault is at an almost
null value, the diagnosis would most likely be that this machine is in excellent condition.
In Figure 3c, however, the same data is displayed showing the trend-based, narrowband
envelope alarm. The alarm is referenced and immediately anyone can tell that there is some
strange new detail in the vibration signature. A closer look at the frequencies in question
will reveal that these are the natural frequencies of the installed bearing. The low amplitude
peaks seen in the lower frequency range match the ball spin frequency, the white noise is
shown as an elevated noise floor and other filtered data collected from the machine (not
shown) confirms a lack of lubricity. The recommendation was to drain and fill the oil in the
bearing housing to sweeten the oil. A visual inspection of the oil drained showed the oil
was dirty and discolored. After partially draining the reservoir and refilling it a few times
with clean oil, data was collected again. Figure 3d shows that the data is now out of alarm.
Even though the overall vibration is significantly higher than before and the spectrum has
greater amplitude activity in the lower frequency range, the data has returned to within its
typical historical trend. Lubrication related leading indicators are very common, especially
in facilities with a less than world-class lubrication program, but they are not the only type
of leading indicator that is discoverable using this alarming method.
Figure 4:
Trend-based narrowband envelope alarms free up the analysts time to focus efforts on seemingly
insignificant abnormal conditions, detecting the first sign of a potential fault-creating situation
In Figure 4a, low amplitude high frequency peaks again can be seen in a
spectrum collected from the bearing housing on a split case pump. These
peaks are of insignificant amplitude and line up with the sound the harmonics
of the outer race of the installed bearing create. Since there are no fundamental fault frequencies, sidebands, or other indications of an issue, and the amplitudes are low, it is safe to say this is just the sound of the bearing turning.
This is a true statement and there is no fault. However, further investigation
shows the peaks have never been there in the five-plus years of historical
data. With the tremendous amount of time saved by using the narrowband
envelope alarms, the analyst can go investigate this seemingly insignificant
singularity. In this case, the data was found to be repeatable and was seen in
other orientations at the same location. A closer look beneath the coupling
guard showed that the packing was leaking. The leak from the packing and
a plugged drain had filled the bearing housing frame adapter with water.
The water was drained out and the data collected afterwards returned to its
normal looking signature, consistent with the five-plus year trend in which
the alarm was based (Figure 4b). To satisfy curiosity, the adapter frame was
allowed to refill and the data collected confirmed that the water filling the
bowl-shaped frame adapter had amplified the sound (i.e., vibration) of the
higher frequencies, similar to how filling a drinking glass changes the pitch of
the higher frequencies as you fill it with water. Had this dirty water been left
in the adapter frame, it eventually would have entered the bearing housing,
causing a failure. Having this documented, if the issue recurs, the analyst can
create a report stating that, according to the data, the drain on the bearing
adapter is plugged. Findings like this do a lot for the credibility of the program. This type of finding may not be typical, but is a good example of how
trend-based narrowband envelope alarms take analysis far beyond finding
faults seen on the wall chart.
56
oct/nov 15
Figure 5:
Finding faults early means the types of corrective actions will change.
Instead of planning to shut down a machine to make repairs, corrective
actions would be in the form of adding grease, tightening a bolt, changing
the speed of a motor, or changing process rates. Depending on what is
discovered, more times than not, a leading indicator can be addressed
without shutting down the machine. The entire approach changes from
a somewhat predictive but reactive one to truly preventative.
Since the problems getting fixed are not obvious, it is essential that
the supporting data is shared with other departments. Data collected
before the corrective action should point out the frequencies of concern.
This will justify performing the corrective action. It is also equally important to show the result of the data after the corrective action has been
completed. This not only proves that the issue was resolved, it also shows
the rest of the facility that what is being done works and is worth doing.
No matter how many machines are saved or how effective the program
is, if it does not get the proper exposure, the program will not get the
support it needs.
So, if this method is so effective and not new, then why isnt it being
widely taught? The answer is simple. Most vibration certification companies focus on teaching the general concept of vibration analysis. They center on how to tell if a machine is good or bad, how to make sure the proper
data is collected, how an analyzer works, common machine fault characteristics, standardized overall vibration limits and a grip of other things
that are vital to the understanding of the craft. Most of them mention narrowband envelope alarms as well. This isnt new or exclusive technology.
In an attempt to improve their vibration program, companies wanting to
improve will quickly spend the money to certify their analysts to a higher
level or buy more equipment. This is effective and a good practice, as well
as very common. Hence, the result is a company with a very good analyst
with a typically good program. It is less common for that same company
to encourage its analyst to attend training from the vibration hardware
and software manufacturers so he or she can learn to really optimize the
companys program based on what it uses. Companies are even less likely
to send their staff to conferences where analysts can network with other
companies and learn from what they are doing beyond advanced early
fault detection. Networking events are where these types of things are
discussed, yet even the few analysts that utilize this type of technology
stay at home and dont often share information outside their facility. Recognition awards are based on metrics used by the status quo, so again,
they are not widely publicized. Eventually, they will make their way to
certification training in a generalized capacity, but not until they are more
commonly practiced in the industry. Until then, one can only learn about
them at conferences and read about them in publications like this one.
The fact is, in order to have a world-class vibration program, you do
not need a huge team of experts to constantly analyze large amounts of
data. You do not need a lot of expensive tools, or to outsource your efforts.
Additionally, you should not settle for the discovery of damaged equipment and the constant firefighting mode of taking quick action to avoid
downtime just because its what everyone else is doing. When you basically have an arrow pointing to machines that have an abnormality and
then pointing out exactly what that abnormality is, it radically simplifies
the whole process. All you need is to use the existing tools most programs
already have. Then, simply relax and address the leading indicators when
time allows, well before faults occur.
Richard Biermanis a Vibration Analyst for Chevron
Phillips. Fifteen years of equipment monitoring
experience has allowed Richard to understand
the cause and effect of mechanical faults and
how they relate to the vibration data, as well as
recognize fault conditions not found in documents
on the subject of typical vibration diagnostics. Mr.
Bierman is also the SME for Lubrication Analysis
and Program Optimization. www.cpchem.com
oct/nov 15
57
10
years
by
UNLEASH
LER
Obaidullah A.
Syed
Reliability Function
It is a resounding fact that the need for advancement in the plant maintenance field gave birth to the function of reliability. But isnt it about time we
disconnect this child from its umbilical cord and allow the reliability function
to stand on its own feet, independent from maintenance? Shouldnt we now
let this child unleash the true potential it has to offer to the industry by being
an autonomous external entity, focusing on asset reliability at every level of
asset lifecycle management (ALM)?
58
oct/nov 15
PE
O
CE
AN
EN
RA
TI
NT
NS
AI
M
ENGINEERING
Reliability
Function
Figure 1: Reliability function as an independent
external entity focusing on the niche areas of
Engineering, Operations, and Maintenance
(EOM) to improve asset reliability throughout its
lifecycle (depicted from the book Good to Great by Jim Collins)
The reliability group must focus on strategic
programs and management must realize that
such programs require long-term commitment
and support in order to produce expected results.
Some recommended strategic programs and analytical activities that are labor-intensive and can be
undertaken by the reliability group include:
Reliability centered maintenance (RCM) program covering seven questions of RCM methodology.
Develop preventive maintenance (PM) procedures and optimize utilizing failure modes.
Implement predictive maintenance (PdM)
technology and develop a continuous monitoring program. Some examples are online/
off-line vibration monitors, ultrasound measurement devices, thermographs, oil condition monitoring and smart instrumentation
online diagnostics.
Operator driven reliability (ODR) program focusing on the operations role to enhance asset reliability. This may include detailed operators checklists for visual, audio, smell and feel
tests, review and enhancement of standard
operating procedures (SOP), accurate integrity operating window (IOW) for all equipment,
simple handheld devices to collect data for
off-line predictive maintenance and minor
maintenance tasks, like tightening up loose
bolts with basic tools.
Failure mode and effects analysis (FMEA) or
failure mode, effects and criticality analysis
(FMECA).
Root cause analysis (RCA) or root cause failure analysis (RCFA) covering effective failure
reporting and close tracking of recommendations until fully implemented.
Develop standard job plans (SJP) for better
planning and scheduling of work orders with
accurate resource handling.
Participation in process hazard analysis (PHA),
like a hazard and operability study (HAZOP).
Layer of protection analysis (LOPA) or other
qualitative analyses for safety instrumented
systems.
Safety instrumented system (SIS) lifecycle
management covering all phases from cradle to grave and compliance with industry
and company standards. Safety instrumented function (SIF) performance, like actual demand rate, detected failure rates, proof test
compliance, diagnostics, etc., also should be
part of this program.
Functional testing procedures and relevant
documentation for non-SIS related equipment.
Initiation and tracking of a lessons learned database for reliability.
Review of capital project packages with reliability enhancement recommendations.
Bad actors identification, tracking and replacement program.
Advanced reliability analyses, including, but
not limited to, Weibull analysis, Markov modeling, lean and/or Six Sigma study and reliability, availability and maintainability (RAM).
Obsolete equipment tracking and systematic
replacement program.
Ad hoc site visits to witness the operations
and maintenance work with the intention of
issuing recommendations for identified gaps.
Random checks for CMMS or systems, applications and products (SAP) data entry and quality.
Single point of failure (SPF) identification and
enhancement.
Design for reliability (DFR) program and related studies.
Reliability performance metrics for developing, tracking and enhancing leading and
lagging key performance indicators (KPIs).
Several programs
listed are considered
living and require
a twofold approach
to be fruitful.
oct/nov 15
59
10
years
REM
World-Class
Reliability
By
60
oct/nov 15
Douglas Plucknette
What It Takes to
Change an
Ingrained Culture
He goes on to say, We have tried almost anything and everything you can talk to us about in
the 32 years I have worked here and while some
things worked for a short time, as soon as we get
something good going, they give us a new manager or supervisor who has his own thoughts on
how things should be done. Weve just learned to
go along for the ride; they pay us by the hour and
we work lots of em.
I smile, look him in the eye, and ask, And you
like this, working lots of hours and overtime?
Randy leans back in his chair, takes a sip of his
coffee and replies, We are worn out. Most of us
have grandkids, sore knees, sore backs and plenty
of things to do at home. If you got a better way,
share the secret because we want to learn it.
The secret to changing Randys work culture isnt a technology, like vibration analysis or
airborne ultrasound, and it isnt a tool, like failure
mode and effects analysis (FMEA), reliability centered maintenance (RCM), or root cause analysis
(RCA). Its called a business case. While these technologies and tools work, what causes them to fail
is that very few people take the time to show the
business case for change.
Its the only way to drive change and its the
only way to sustain change because the data/
numbers you use to help drive the change and the
data/numbers you use to show that the change
was a solid business decision will help sustain the
change.
So, if Randys team wants things to change,
they have to get into the game and start using
facts and figures to drive change. I have been in
this business myself for going on 35 years and
I can honestly tell you that I have yet to meet a
single manager who changed anything because
Now here comes the big secret, the one everyone really needs to learn and hang on to because this is where most people mess it up.
Once you have the new ultrasound tool
and remember this works for everything you want
to change and sustain measure the success of the
change. For example, you now have airborne ultrasound and because you have the technology, you
have identified and repaired 342 air leaks over the
last six months. As a result, utility bills have gone
down an average of $4,124 per month over the
last four months, the number of pneumatic instrument failures is down seven percent, and you
are now using the technology to identify bearing
failures and to detect corona, tracking and arcing
on electrical panels. Continue to do this and show
the business advantage for having the tool and
you will continue to use it.
It works on everything. Bring in a new manager who wants to change things and you now
have a very clear before and after shot of why you
need to continue to do this. I have used it to justify
EP IN
T
S
T
X
E
EN
TAKE TH
REER
A
C
R
U
YO
PRACTICAL APPLICATIONS
EXPERT KNOWLEDGE
REAL-WORLD SOLUTIONS
oct/nov 15
61
10
&
QA
years
Q:
Best in Class
2.0-2.5%
There has been very little movement forward because proactive maintenance
has not been embraced and implemented by most organizations. Reactive
maintenance still rules in most companies and corporations. Some companies
have made great strides to move toward a more proactive maintenance environment and thus have seen the rewards. If a maintenance organization is
not proactive, however, it tries new techniques to solve its reliability problems.
But it needs to step back and get the basics right first: preventive/predictive
maintenance focused on the reduction of unacceptable failures, disciplined
maintenance planning and scheduling, a well organized and proactive stores
function, work execution using repeatable procedures with specifications and
the elimination of defects at their source.
Budget Compliance
+/- 5.0%
It is frustrating to see companies who think they are doing great, but they are
deceiving themselves. I challenge companies to compare themselves to the
results my maintenance organization displayed over 20 years.
PM Accomplishment
95-100%
Inventory Accuracy
95-100%
Inventory Turns
2-4
62
>6%
oct/nov 15
Overtime/Straight Time
Number of Crafts
Planners per Tradesperson
Absenteeism
6-8%
4 or less
1:20
1-2%
2-3 weeks
Schedule Compliance
90-100%
<10%
>30%
John Day
Q:
I quote: Over the past 30 years, there has been progress toward proactive
maintenance, however, most organizations are looking for a quick fix. It is our
generation of I want it now. But with proactive maintenance, you cant have
now and cannot be dictated by corporate. It is a process that takes structure, discipline and alignment of everyone on a site, with assuring capacity
to production the focus and everyone supporting it. It is time the boardroom
is educated in the true value of maintenance.
Lack of effective leadership and not knowing the lost opportunity (e.g.,
capacity and money) from the top down.
Q:
Preventive maintenance (PM) activities are living documents that require periodic review and revisions. Why do think this step seems to be missed by
so many organizations still to this date and do you
have a preferred method for preventive maintenance
optimization (PMO) or review?
PMs must be seen as living documents that require adjustments as failures
occur. I review all failures we have daily and ask these questions of the team:
Why did this failure occur?What is the true root cause of the failure, human,
reliability, or production? and Is our PM or predictive maintenance (PdM)
program effective or not? Next, I tell my team this failure will not happen
again. I know it sounds harsh, but we are talking about managers accepting
substandard performance from the maintenance and production leaders to
their team members. Discipline and focus to keep equipment maintained to
specification and operated to specification are missing in many organizations.
Everyone seems to do what they want to do.
My preferred method of PMO is reliability engineers sitting down with operators and maintainers to review past failures and the current maintenance
strategy we are applying to specific equipment. I do not need PMO software
to manage my PM program; I need everyone helping in managing the PM
program.
Listen and hire the right consultant. Identify a consultant who has a reputation for success. Hire him or her and lay out a plan with site leadership that will
move the site forward to proactive maintenance. To be successful in this effort
requires solid leadership from the top down and some people may need to
find another job. Identify leading and lagging metrics so everyone knows if
their contribution to reliability is working and if not, recommend changes to
adjust reliability in the right direction.
oct/nov 15
63
AR
M ORE
Mapping Back
HE
Keep it running.
Learn more about the clean link between new oil and equipment at isolink.info.
Des-Case Corporation | 675 N. Main St. | Goodlettsville, TN 37072
Main: 615.672.8800 | Fax: 615.672.0701 | descase.com
2015 Des-Case Corporation. All rights reserved. Des-Case is a registered trademark of Des-Case Corporation.