Archive | January, 1998


3:20 am
January 2, 1998
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It Gets Better And Better

bob_baldwinI’ve been a proponent of the Internet as a maintenance tool since I began using it in the office and at home.

Looking back, it is hard for me to believe that I got along with a 2.4 Kbps connection to Compu-Serve and America Online. But it was fast enough for e-mail, receiving manuscripts from authors, obtaining information from discussion forums, and running other text-based applications.

The World Wide Web got started about the time we invested in new computers with built-in 14.4 Kbps modems. But I didn’t get to know the Web until I got a local Internet service provider that charged a flat fee, allowing me to search the Web without an hourly charge or long-distance telephone call.

An upgrade to 28.8 Kbps made Web pages load faster and what used to be a 1 1/2 hr wait for a software download was cut to 45 min. But my frustration grew as Web sites began sporting more fancy graphics and animation, making them load slower and slower with my current modem. Time for an upgrade.

My cable television company came calling with a deal I couldn’t pass up–a broadband gateway to the Web over my cable connection. I signed up and hit the jackpot. It was like moving from radio to color television overnight. Now Web pages seem to load immediately, as if they are already on my hard drive. The 45 min download now takes only 1 min. I’m cruising the information superhighway in the fast lane at 1,400 Kbps, 50 times faster than before.

I’ve loaded up with browser plugins–Real Audio, Shockwave, Real Video, and more. It was easy because the software downloads in a flash. Games, videos, music, animation: they all work great.

This is what the World Wide Web was meant to be–immediate information with text, video, and sound. A mouse click on an embedded address link in your e-mail, word processor document, or database table brings the linked information to your monitor in a flash.

I’m more enthusiastic than ever over the potential of Web technology as a tool for maintenance technicians, engineers, planners, and managers. Think of it. Work orders, inventory records, job plans, parts catalogs, drawings, regulations, instructional videos, safety data sheets, troubleshooting guides, and more linked together and just a mouse click away over the network.

The technology is here. Now we have to wait for the content to catch up. While you are waiting, check out It’s safe at any speed. MT

Thanks for stopping by,


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3:18 am
January 2, 1998
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Responsible Custodianship

My first article in this series proposed a maintenance mission statement. In doing so, it stressed that maintainers serve three distinct sets of customers: the owners of the assets, the users of the assets–usually the operators–and society as a whole.

  • Owners are satisfied if their assets generate a satisfactory return on investment.
  • Users are satisfied if each asset continues to do what they want it to do to standards of performance which they–the users–consider to be satisfactory. (In this context, satisfactory performance includes the notion that the risk of death or injury caused by equipment failure should be reduced to tolerable levels.)
  • Society is satisfied if the assets do not fail in ways which threaten the environment.
  • Because we are maintaining assets on behalf of other people, it could be said that we are in fact the custodians of the assets concerned.

In this context, parallels can be drawn between the custodianship of physical assets and the custodianship of financial assets.

In 1494, a Florentine named Pacioli invented double-entry bookkeeping, the process at the heart of financial custodianship. To this day, throughout all branches of organized human endeavor, armies of bookkeepers and accountants use Pacioli’s ideas to look after financial assets on behalf of the people who actually own, earn, and spend the money. In their world, responsible custodianship means ensuring that all financial transactions are accounted for and the books balanced to the nearest penny at the end of every accounting period.

In the world of maintenance, our “currency” is the failure mode. To exercise standards of custodianship similar to those of our financial brethren, we must ensure that every failure mode is properly “accounted for.” Such custodianship obliges us to exercise due diligence in trying to identify every failure mode which is reasonably likely to affect the functions of the assets in our care, to understand the consequences of each failure mode, to select the most cost-effective failure management policies, to deploy the most appropriate human and physical resources to execute the chosen policies, and to ensure that each task is planned and executed in the right way, at the right time, and by the right people.

It is worth comparing what happens when things go wrong in the context of the analogy between financial and physical asset management.

The worst consequences of the irresponsible custodianship of financial assets are that a business may go bankrupt and its custodians end up in prison. However, the worst consequence of the incorrect or irresponsible custodianship of physical assets is that people die, sometimes in very large numbers. And yet, at this point in time, industry in general seems to spend much more energy on the high precision management of its financial assets than on the management of its physical assets. (The manifestations and the implications of this imbalance will be explored further in my next article in this series.)

A final point about this analogy concerns auditing. Financial managers have to submit their custodianship to exhaustive, expensive–and mandatory–external scrutiny at least once a year. At present, the notion of regular external audits of physical asset management activities is still in its infancy. However, the concept of an “audit trail” is featuring in more and more industrial safety legislation. Our regulators are asking us not only to do the right things, but to be able to demonstrate in writing why we are doing them. The day is approaching when this will evolve into an audit process every bit as formalized and highly regulated as that to which our financial colleagues are subjected.

The depth, intrusiveness, and cost of this audit process will be governed by the extent to which our regulators accept the validity of the methods we use to exercise custodianship of our physical assets, and the rigor and precision with which they consider us to be applying them.

In short, if the world of physical asset management wishes to maintain a reasonable degree of control over its own destiny, it must match if not exceed the standards of custodianship which are the norm in the world of financial asset management. Right now, how many of us can honestly say that it does? MT
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12:25 am
January 2, 1998
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CMMS and Effective Maintenance

Installation of a new CMMS does not lead to effective maintenance unless the system supports an effective strategic maintenance plan. Here are the issues that need to be addressed.

Today’s client-server information technology offers the maintenance operation an improved tool to better manage and control maintenance resources. Simply stated, client-server computing for computerized maintenance management systems (CMMS) or other business applications is distributed processing where some network nodes (clients) request information and other network nodes (servers) maintain the data. For a business, the objective of a CMMS is to turn the sea of maintenance data into information you can readily see and use to manage and lead maintenance.

The need for a maintenance management system, whether manual or computerized, is determined by the need to perform effective maintenance–to care for equipment, tooling, and facility assets. Maintenance process needs determine what information will be put into the system and what operating documents and reports will be generated by it.

Most CMMSs include basic modules for work orders, planning/scheduling, preventive maintenance, equipment history, and maintenance materials management/purchasing. These basic modules can provide the foundation for an effective maintenance management system.

Benefits of a CMMS
Implementation of a CMMS is most successful in organizations that have committed to a long-term maintenance strategic master plan based on the results of a benchmark assessment of current maintenance practices and procedures. A CMMS provides the system tools and the information framework to integrate best practices into the maintenance process, and to lead and manage maintenance as a key part of the total operation.

The effective use of a CMMS is an integral tool for achieving a maintenance strategic master plan, but it is only part of the process for improving maintenance management. Crafts people and maintenance leaders must work as a team with operators and operations leaders if significant improvements are to be made in the total operations process. Total operations success is the goal. Profitable long-term business survival is the tangible result.

Successful implementation of a CMMS will provide measurable benefits and savings if effective internal benchmarking is also initiated. Improved performance in a number of maintenance process activities can be expected to support justification of a new CMMS or an upgrade to an old system. These include:

  • Improved work control. The work order module is the heart of any CMMS, providing the basis for work management, cost tracking, equipment history, and performance reporting. An effective CMMS supports controlling work requests by craft, monitoring backlogs, determining priorities, and scheduling of overtime.
  • Improved planning and scheduling. A CMMS provides the systems and procedures to establish a more effective day-to-day maintenance planning and scheduling function, which is a key contributor to improved craft labor utilization and customer service. We must plan for maintenance excellence because it does not occur naturally.
  • Enhanced preventive and predictive maintenance (PM/PdM). Automatic scheduling of repetitive PM activities is possible through a CMMS. PM tasks and inspection frequencies can be documented on the PM module and printed as part of the PM work order. A CMMS enhances PM by providing a method to monitor failure trends and to highlight major causes of equipment breakdowns and unscheduled repairs.
  • Improved parts availability. Well-organized stockrooms with accurate inventory records, a stock locator system, stock levels, and a storeroom catalog can significantly improve the overall maintenance operation.

Having the right part at the right time is the key to effective maintenance planning, increased maintenance customer service, and reduced downtime. Client-server CMMS can provide a full range of materials management capabilities and integrate with corporate accounting, purchasing, engineering, manufacturing, and quality control.

  • Reduced storeroom inventory. A CMMS provides the means for more effective management and control of maintenance parts and material inventories. Information for decisions on inventory reduction is readily available to identify parts usage, excess inventory levels, and obsolete parts.
  • Improved reliability analysis. A CMMS provides the means to track work order and equipment history data related to types of repairs, frequencies, and causes for failure. It allows maintenance to have key information on failure trends that leads to eliminating root causes of failures and improving overall equipment reliability.
  • Increased budget accountability. A successful CMMS provides for greater accountability for craft labor and parts/materials through the work order and storeroom inventory modules. This increased level of control provides greater accountability of the overall maintenance budget by individual piece of equipment, by using department, or by work order.
  • Increased capability to measure performance. A CMMS database provides a vast source of maintenance information to allow more effective measurement of maintenance performance and service. Successful CMMS applications will include establishing internal benchmarks to provide measurement of improvements in such areas as craft labor productivity, PM compliance, downtime, store inventory control, backlog, service level, and reliability.
  • Increased level of maintenance information. A major benefit of a CMMS comes from developing the historical database that becomes readily available as critical maintenance information. An effective CMMS helps turn data into information you can use to manage maintenance as a business.

Factors for success
It is important to develop a basic strategy for evaluating, selecting, and implementing a CMMS. This strategy must start with the philosophy that there is a need for a CMMS and that there are significant benefits for a CMMS to support justification. Key factors for a successful CMMS should include the following strategies:

  • Conduct maintenance benchmark assessment. A total benchmark assessment of the current maintenance operation will define and evaluate current practices and define the best practices that are needed.
  • Develop maintenance strategic master plan. Results from a maintenance benchmark assessment must be developed into an overall maintenance strategic master plan based on priorities for action, commitment of resources, and defined areas of responsibilities. The maintenance strategic master plan should include methods to track progress, measure performance, and monitor results in terms of tangible benefits from the investment.
  • Determine need for a CMMS. The total benchmark assessment and subsequent development of a maintenance strategic master plan will help an organization determine its true need for a CMMS.
  • Determine system needs. Most maintenance organizations require the basic CMMS modules that provide support to work orders, planning and scheduling, preventive maintenance, equipment history, and maintenance materials management. Other system needs also should be identified as part of the total evaluation of current maintenance practices.
  • Establish a CMMS team. To provide benefits, CMMS decision-making and implementation must cover a range of functional areas. Representatives from maintenance, operations, engineering, accounting, materials management, maintenance storeroom, and computer systems staff should be included. Their acceptance and buy-in is important during the selection process and is critical to the actual implementation process.
  • Evaluate and select a CMMS. Well-defined system needs for each unique maintenance operation provide the starting point for the final evaluation and selection process. The evaluation process should include CMMS vendor information, review of industry surveys and CMMS ratings, follow-up with current users and vendor references, and vendor demonstrations or visits to operating sites.
  • Develop CMMS selection criteria. Selection criteria should be established to assist in making the final selection from among the top candidates.
  • Implement a CMMS and other best practices. This is the step where pre-defined system requirements will be compared to actual system performance, capabilities, and results. It is during implementation that other maintenance best practices come together to form a complete process for improving maintenance and the total operation and to provide full utilization of CMMS capabilities.
  • Basic factors for successful implementation include hardware and software are installed correctly; all supporting materials such as manuals and formats are supplied; systems support is in place; all personnel are given the training they need; departments operating and using the system are effective and in place; initial data loading is complete and correct; required interfaces with other systems have been completed; and management commitment and support is in place.
  • Provide adequate resources. Data such as equipment asset data, parts/vendor data, and PM task and frequency data must be loaded into the basic CMMS modules. For many organizations using a manual system, this type of data is not complete or not available and can require a major project effort for data collection and data input. Resources to collect and input data as necessary for all features of a CMMS must be established as part of the initial planning process. A do-it-yourself approach can often cost more. Reducing start-up costs by reducing vendor or outside consultant help can result in long-term loss of system performance.

Avoid viewing a CMMS as a universal remedy for maintenance problems or inadequate maintenance performance. Most organizations fail to achieve the full benefits of a CMMS because they do not take the time to evaluate, refine, and improve current maintenance practices.

Simply adding a CMMS to maintenance practices and procedures in chaos provides computerized chaos and not better maintenance management and service to the customers of maintenance. Instead, to really benefit from a CMMS requires developing and implementing a system that is tailored to your specific needs. MT

Ralph W. “Pete” Peters is general manager of maintenance for Tompkins Associates, Inc., an engineering-based consulting firm, 2809 Millbrook Rd., Raleigh, NC; (919) 876-3667.

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6:29 pm
January 1, 1998
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Selecting and Installing Industrial Accelerometers

As the number and importance of permanently installed vibration sensors increases, so does the importance of proper installation and operation.

Proper sensor selection requires special attention to three main issues: sensor design, dynamic expectations, and application environment.

Sensor design encompasses the actual sensing element and the physical material and component selection for the sensor. Preferred industrial accelerometers employ a shear sensing element with either a ceramic or a quartz crystal.

Quartz sensing elements are typically used when long-term stability and minimum temperature induced output shifts are desired. Ceramic sensing elements are used for low-frequency, low-level measurements. Shear-design sensors are preferred because of their inherent insensitivity to adverse environmental influences, such as case or base strain and thermal transients. Internal case isolation and shielding reduce the effects of erroneous signals from ground loops and pick-up of electromagnetic and radio frequency interference. Other critical material selection criteria include nonmagnetic 316L stainless steel housing, hermetic sealing, and industrial military connectors.

Dynamic expectations are application-specific and refer to the frequency range of measurement and the anticipated amplitudes of vibration. After careful review of the machinery to be monitored, a minimum and maximum measurement frequency range may be established. The minimum measurement frequency is normally related to any subharmonics of running speed or any lower frequencies where vibration data is to be collected. The maximum measurement frequency of interest is determined by the maximum number of harmonics of an event such as running speed, bearing frequencies, or gear mesh. This measurement frequency range should be well within the specified frequency range of the sensor.

Amplitude range refers to the anticipated levels of vibration to be measured. These values are related to the alarm levels set for the machine. By carefully evaluating the idiosyncrasies of the machinery, the predictive maintenance engineer can estimate the minimum expected vibration levels and ensure that the electrical noise floor of the accelerometer is less than those levels.

Environment of the application is a critical consideration during program implementation. The sensor must be capable of surviving the conditions to which it will be exposed. The specified temperature range of the sensor must conform to the fluctuations of the environmental temperature. If harsh industrial chemicals are present, the sensor requires hermetic sealing and construction that resists corrosion. Finally, the specific location of the sensor within the environment must be appropriate because both cable and sensor may be damaged by imprudent installation in heavily traveled, physically punishing areas.

Sensor calibration
Accelerometers are precision measuring instruments. They are highly engineered to provide accurate electrical signals representative of the vibration being monitored. Each sensor is calibrated by comparison with a known acceleration level. Calibrations may include frequency response curves, resonant frequency measurements, and transverse sensitivity, as well as other tests. Applications requiring a high degree of accuracy or those in plants requiring certification and traceability require full calibration test results.

Some applications have much less stringent requirements for calibration certification. Simple sensitivity measurements at a single frequency may be sufficient. Operational verification and certificates of conformance to published specifications may satisfy the calibration needs of many plants. Reducing the final calibration requirements reduces the cost of manufacturing the sensor and should lower the price for predictive maintenance users.

Periodic recalibration may be required by plants with strict certification and traceability requirements. It is always recommended that the user has the sensor recalibrated periodically, particularly if the sensor has experienced a high shock level or extreme temperatures for extended periods. Some plants develop in-house calibration capabilities for periodically verifying the performance of accelerometers. Products are available that provide a set 1g-acceleration level at a fixed frequency for quick sensor checking.

Sensor mounting
Another environmental condition to consider is the mounting method of the vibration sensor. Four primary methods are used for attaching sensors to monitoring locations for predictive maintenance: stud mounted, adhesive mounted, magnet mounted, and nonmounted, a term which includes handheld probes or stingers. Each method affects the high-frequency response of the accelerometer. Stud mounting provides the widest frequency response and the most secure, reliable attachment.

Ideal surface preparation for stud-mounted sensors is specified in the accompanying drawing. In addition to the surface being as flat as possible, clean and free of debris, with the mounting hole perpendicular, the mounting surface should be lightly coated with a lubricant. This coating aids in the transmissibility of the higher-frequency vibrations and improves high-frequency response of the sensor. Silicone vacuum grease, heavy machine oil, or beeswax is commonly used.

The other three methods reduce the upper frequency range of the sensor. By removing the sensor from intimate contact with the measurement point and inserting alternate mounting pieces, such as adhesive pads, magnets, or probe tips, a mounted resonance is introduced. This mounted resonance is lower than the natural resonance of the sensor and reduces the upper frequency range. The farther the sensor is from the measurement point, the lower the mounted resonance and the lower the usable frequency range.

Sensor cabling
The selection of connectors and cables has a direct impact on the ruggedness and reliability of the installation. Internally amplified, two-wire accelerometers require two leads: one for the power and signal, and one for the common and signal return. Often, coaxial cables are used because they are inexpensive. However, erroneous signals can be introduced into systems through ground loops, electromagnetic interference (EMI), or radio frequency interference (RFI) when coaxial cables are used. To avoid ground loops, there should be only one ground in the system.

Permanent installations require two-conductor shielded cables to insure clean vibration signal transmission. Two-conductor shielded cables allow the signal and the signal return (common) to be fully shielded from the sensor to the readout equipment. For the best shielding from EMI and RFI, and to insure that ground loop signals are not induced, the shield should be terminated at one end only. Typically, the shield of a two-conductor shielded cable is left open or not connected at the sensor end and is tied to earth ground at the instrumentation end.

Piezoelectric sensors are dynamic measuring instruments. They use piezoelectric sensing elements to convert or transduce the mechanical phenomena into an electrical signal. The mechanical parameter may be force, pressure, or vibration. The raw electrical signal from a piezoelectric element is a high-impedance charge signal. This charge signal can be converted to a low-impedance voltage signal by either an external charge amplifier or an external voltage amplifier. The cables between the charge sensor and amplifier must be high-quality and low-noise, and must be kept as short as possible. Because of high-impedance circuits, charge mode systems are not well suited for factory environments.

ICP* sensors are internally amplified sensors that employ miniature amplifiers to convert the high-impedance charge signal into a low-impedance voltage signal that is compatible with a dirty factory environment.

Because these amplifiers are internal to the sensor, they do not require low-noise cables or external amplifiers. These internal amplifiers have set gain so that output sensitivities are standardized.

The constant-current dc input and bias voltage output of the ICP sensor design provides troubleshooting opportunities. The power supply is typically 18 to 30 volts dc current limited via a constant-current diode between 2 and 20 mA. Typical battery-operated supplies offer 2 mA of constant current to extend battery life, while continuous monitoring systems offer more current in order to drive longer cables.

The signal output of the sensor is a low-impedance voltage signal proportional to the dynamic measurement. This voltage is carried on a dc bias voltage. The ac dynamic signal is superimposed on the dc bias voltage and is allowed to swing between the supply voltage and ground. (Operational amplifier types use a plus and minus supply and allow the signal to ride on ground and swing between the plus and minus rails).

The dc bias voltage, which can be measured with a dc volt meter, can be used as a diagnostic tool. The voltage provides a means of verifying that the amplifier is turned on.

If the sensor is plugged in while measuring the supply voltage, and the meter stays at the supply voltage level, something in the system is open or not connected. If the meter reads zero, something in the system is shorted. If the meter reads approximately half the supply voltage, then the sensor and cabling are functioning properly.

Vibration monitoring programs are effective only if the data that is analyzed is accurate and reliable. Proper selection and installation of industrial accelerometers insures the data collected is correct. MT

*ICP is a registered trademark of PCB Piezotronics, Inc.

The author’s presentation at Enteract ’97, sponsored by Entek IRD, Cincinnati, OH, was based on information in this article.

Eric R. Saller is product manager at IMI division of PCB Piezotronics, Inc., Depew, NY; (717) 684-0003; e-mail Continue Reading →


5:39 pm
January 1, 1998
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Established preventive maintenance programs can be improved by using reliability-centered maintenance

Here is an approach for making the transition.

The consideration to shift a well-organized, effective preventive maintenance (PM) program to a reliability centered maintenance (RCM) basis is attractive. RCM is the logic-based methodology for determining what preventive maintenance is required to maximize the reliability of equipment and production systems.

The concepts of the 80-20 approach to RCM are particularly well suited to this transition. With a well-established PM program, the initial concern is to conduct formal RCM analysis of any systems or types of equipment which are undergoing a significant number of failures affecting plant production or are absorbing a disproportionate amount of resources to keep running (either maintenance manpower or repair costs). In general, it will be found that about 20 percent of equipment or systems are responsible for 80 percent of the failures.

RCM considerations
After the infamous 20 percent is taken care of, the current PM program should be examined. If it is well established and consistently executed, the program may be a candidate for shifting to an RCM basis. The analysis required to effect this transition is not difficult, but should be precise to ensure that the logical foundation of RCM is fully incorporated. PM programs which have grown up over a period of years contain many valid maintenance tasks, but they also frequently contain tasks of questionable value whose existence is due only to their long-time presence within the program.

The key RCM screening activities are to ensure that the PMs are functionally related, applicable, and effective maintenance tasks.

Maintenance tasks which are related to preserving the function of the equipment or systems go to the heart of RCM. RCM is intent on maintaining function, not just equipment operability. Tasks which do not contribute to the preservation of function should be discarded.

The applicability criterion requires that each task accomplish something which prevents failure, or which delays failure and extends equipment life, or which substantially reduces the secondary damage resulting from a failure. Tasks which fail to meet this criterion also should be discarded.

The effectiveness criterion requires that maintenance tasks be worth doing (their value must be greater than their cost). Tasks which fail this criterion should be discarded. Maintenance tasks must satisfy all three of these criteria to merit their continuance as part of an RCM program.

The existing preventive maintenance tasks must be examined and screened to determine whether they qualify as valid maintenance or monitoring tasks under an RCM program. RCM recognizes three types of preventive maintenance tasks: time-directed, condition-directed, and failure-finding.

Time-directed tasks are hard scheduled tasks based on calendar time or operating age, and detailed information regarding the condition of the equipment is not required. (This implies that time-directed maintenance occurs at an age which is just before the equipment reaches the point of wearout or that the action taken is minor and condition monitoring of equipment condition is not warranted.)

Condition-directed tasks are accomplished only when the condition of the monitored equipment indicates that maintenance action is needed to prevent imminent failure.

The third category of maintenance tasks are the failure-finding tasks. These tasks are needed to ensure that nonrunning equipment or nonevident functions have not failed. This nonrunning equipment can fail and we remain unaware of the failure until the time it is needed and then it is discovered that the equipment is not available. Critical back-up and safety equipment often falls in this category.

The procedure which follows is a relatively straight-forward method to determine which PM activities within the current program should be included as part of the RCM program and which PM activities are unnecessary or redundant and should be discarded. It may help to refer to the model of the transition procedure illustrated in the three flow charts.

To start the screening process, we divide maintenance actions in the existing PM program into categories which parallel the RCM classifications: Time-directed maintenance actions (periodic overhauls, replacements, lubrication tasks, etc.), condition-monitoring actions (inspections, checks, etc.), and failure-finding tasks, if any. Note that we are listing time-directed maintenance actions and condition-monitoring actions. The condition-directed maintenance actions are not listed directly because they result from the monitoring actions.

We next examine all the PM actions in each of the categories to determine whether they relate to the function of the equipment or system. If the PMs are not contributing to preserving the function, then they are failing RCM’s applicability criterion and should be discontinued and discarded.

Time-directed maintenance actions
Each time-directed maintenance action should be examined for several characteristics. If the task which is being accomplished is presently applied to equipment which is likely to suffer wearout or the task is minor and extensive concern about wear-out is not warranted (simple lubrication, for example) then we can proceed to verifying the applicability of the task. However, if the test is failed, the task is examined for a means to monitor equipment condition as a replacement for the time-directed task.

For all the tasks which meet the wearout and minor task criteria, check each task for applicability. We ask, “With respect to failures which affect equipment function, is the task preventing failure, delaying failure, or reducing the effects of a failure?” If the answer is affirmative, then we proceed to verify the effectiveness of the task. If the answer is no, we should delete the task from the program.

If the task fails the wear-out or minor task test, then look for an appropriate method of monitoring the condition of the equipment which will put a condition-directed task in place of the existing time-directed task. If a means of monitoring equipment condition is available, then the task is re-classified as a condition-monitoring task. If a condition-monitoring task cannot be found, then the time-directed task should be discarded and the risk of failure accepted or the equipment redesigned.

All time-directed tasks satisfying the applicability criterion should be checked for effectiveness. Is the task providing a benefit whose value is greater than the cost to accomplish the task? If the answer is yes, the task is justified and we proceed to review the frequency at which the task is accomplished. If the task value does not justify the task cost, delete the task from the program. The value criterion for effectiveness will vary with the criticality of the equipment or system because we must decide how much we are willing to pay for failure prevention for critical equipment than we are for equipment whose failure will have little effect on plant operation.

Those time-directed tasks which meet the effectiveness criterion may be designated as time-directed tasks which are part of the RCM program. We review the existing frequency of the tasks. Should the task interval be extended because no failures have occurred at this frequency? If failures have occurred within the current task interval, we may want to shorten the interval.

Condition-monitoring actions
The examination of each condition-monitoring action parallels that which we have just used for the time-directed tasks. Each action should be examined for the following characteristics: Is the monitoring which is being accomplished likely to detect degradation and to provide a reasonable basis for predicting when the point of potential failure is reached? If yes, we may proceed to check applicability. If no, the action should be deleted from the program.

For all the detectable and predictable monitoring actions, check the condition-directed task which will result from the monitoring for applicability. With respect to failures which affect the equipment function, would the task prevent failure, delay failure, or reduce the effects of a failure? If the answer is yes, we proceed on to check task effectiveness. If no, we delete the monitoring action and condition-directed task from the program.

For all monitoring tasks satisfying the applicability criterion, we next check the task which will result from the monitoring for effectiveness. Would the task provide a benefit whose value would be greater than the cost to accomplish the task? If yes, we proceed to the monitoring frequency review. If the answer is no, we delete the action and task from the program. Again, the value criterion for effectiveness will vary with the criticality of the equipment or system because we are generally willing to pay more for failure prevention for critical equipment than we are for equipment that has little effect on plant operation.

For those monitoring tasks satisfying the effectiveness criterion, we designate these monitoring actions and tasks as condition-directed tasks which are part of the RCM program. We review the existing frequency of the monitoring. Should the monitoring interval be extended so better indications of degradation can develop? If failures have occurred within the current monitoring interval, shorten the interval.

PMs for nonrunning equipment
For PM tasks associated with equipment which is not normally in operation, we must determine if these PMs would discover equipment failure prior to the equipment being run. If yes, we then proceed to check for the availability of an appropriate condition-directed task. If no, we delete the PM from the program and accept the risk of failure, or redesign or modify the equipment so the criterion can be met.

For PMs which are capable of detecting equipment failure prior to use, determine whether there is a condition-directed task which is both applicable and effective. If an applicable and effective condition-directed task exists, then add the PM to the RCM program as a failure-finding task and proceed to the frequency review. If no condition-monitoring task exists, then proceed to check for the availability of an appropriate time-directed task.

For those failure-finding PMs for which there are no appropriate condition-monitoring methods, we must determine whether there is an appropriate time-directed task which is both applicable and effective. (Remember that time-directed tasks are generally only appropriate for cases where wearout occurs or for minor tasks.) If such a time-directed task does exist, then add the PM to the RCM program as a failure-finding task and proceed to the frequency review for the task. If no time-directed task exists, then the risk of failure must be accepted or the design characteristics modified.

For those failure-finding tasks meeting all criteria, review the existing frequency of the PMs. Should the monitoring interval be extended or shortened to provide an appropriate level of comfort with regard to detecting hidden failures prior to the need for the equipment’s use? MT

R. Keith Young is a senior associate for Maintenance Quality Systems LLC, 1127-F Benfield Blvd., Millersville, MD 21108; (410) 729-1290; e-mail Continue Reading →