Archive | Training

37

6:40 pm
June 16, 2017
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Uptime: Face the Giant

bobmugnewBy Bob Williamson, Contributing Editor

We face challenging situations every day. In many cases, dealing with short-term challenges is a maintenance organization’s normal way of life. The problem is our long-term challenges, the ones at our doorstep, or looming just over the horizon that we often put off tackling. They’re “giants” bearing down on us.

Not too long ago, I spoke to nearly 90 maintenance professionals at an Oklahoma Predictive Maintenance User’s Group (OPMUG) event. Maintenance managers, supervisors, technicians, mechanics, planners, and engineers, they came from a wide variety of industries. Regardless of their particular role or business, though, they were all actively pursuing better maintenance practices.

I asked the attendees to take a few minutes and think about the top three challenges for maintenance that they expected to see in the next three, to five, to 10 years, then record them on note cards. Let’s consider what they wrote and how their thinking mirrors yours. Based on my analysis, the 117 challenges they came up with fit in the following nine major categories (some fit in more than one):

• Skills Gaps (35)
• Culture of Reliability (35)
• Training & Qualification (27)
• Top Management (26)
• New Technology (11)
• At-Risk Assets (10)
• Parts (10)
• Knowledge Transfer (8)
• Life-Cycle Asset Management (5)

It’s about ‘people’ on the front line

When we look for a common theme among the OPMUG responses, it’s not too surprising to see that it’s “people,” i.e., the biggest variable in improving equipment maintenance, performance, and reliability. Of the nine major categories above, three of them—Skills Gaps, Training & Qualification, and Knowledge Transfer (with a combined total of 70 responses)—point to challenges on the front line of maintenance.

Many responses alluded to difficulties in finding qualified technicians and shortages of skilled trades people. A few referenced the Millennial Generation’s communication skills, work habits, and expectations. Several addressed the lack of competencies for and interests in industrial maintenance careers.

Capturing the knowledge of workers nearing retirement appeared to be a sizeable challenge for many respondents. They noted that their organizations stood the chance of losing all skills and knowledge gained from years of experience. Furthermore, there was concern that even if they could capture crucial knowledge, without a capable replacement or the mechanism to train new employees, that knowledge would be lost.

It’s about ‘people’ in top management

A second group of categories—Top Management, Culture of Reliability, and Life-Cycle Asset Management (with a combined total of 66 responses)—points to need for leadership to improve equipment maintenance, performance, and reliability. Whether it’s the pursuit of best practices, asset-management processes, or culture change, top management sets the tone and defines the culture by purposeful actions, or,       by default, through inaction.

Some responses tied the challenge of Top Management to struggles with hiring and training priorities, i.e, management’s inability to grasp the severity of skills gaps, shortages, and knowledge transfer. Several mentioned decisions to cut maintenance costs and staff, reductions in time for preventive maintenance, and misinterpretation of the reliability requirements of new equipment.

Others referred to “silo” organizations and decision making that hindered maintenance and hurt the reliability of equipment and processes. These siloed objectives and decisions lead to an organization’s inability to focus on common goals for overall business improvement.

Regarding Culture of Reliability ranking right up there with Skills Gaps as a top challenge: Leading a culture of reliability means that the line of sight between reliability best practices and the goals of the business are understood. Frequently, that line of sight is not so apparent with reliability best practices appearing as a flavor of the month.

Facing our giant

Most equipment challenges lend themselves to reliable and sustainable countermeasures, or corrective actions. The giant we face isn’t so easily addressed: human variation, inconsistency, behaviors, moods, and habits present an ever-changing reliability improvement challenge.

Our giant can be lurking among front-line crews or behind decisions and actions made by top-, mid-level and/or front-line managers. Facing it with slingshots and stones may be our only option, that is, if slingshots and stones represent maintenance fundamentals, available tools, and accepting the reality of the situation.

We can no longer manage equipment performance and reliability the way we always have. There aren’t enough talented people, or isn’t enough time or money to continue that journey.

Bottom line, the skills gaps we see today, coupled with training and knowledge-transfer problems, are primarily caused by the fact that top management and reliability and maintenance professionals still aren’t “sitting at the same table” and focusing on common business goals. That’s sad.

Looking to the future, facing our giant will require fewer hands-on people, robust condition monitoring, building reliability into critical at-risk equipment, and, most of all, getting top-level management to believe in reliability best practices. MT

Bob Williamson, CMRP, CPMM, and member of the Institute of Asset Management, is in his fourth decade of focusing on the “people side” of world-class maintenance and reliability in plants and facilities across North America. Contact him at RobertMW2@cs.com.

139

2:16 pm
May 18, 2017
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On The Floor: Reports from Ground Zero — Growing a Skilled Workforce

vocational student learns air conditioning repair from an experiBy Jane Alexander, Managing Editor

The cover and several pages of May’s Maintenance Technology might give you the impression that we had a common theme in mind: workforce matters. It wasn’t by design; it just worked out this way. The following MT Reader Panel question fit the theme nicely, though. Our Panelists began answering early and enthusiastically. The bad news, again, is that we couldn’t include all of their responses in the print issue. The good news is that we have this expanded version of the discussion here on maintenancetechnology.com.) Here’s the question:

Q: How were their organizations (or client/customer organizations) helping to develop, empower, and enable skilled workers for today’s and tomorrow’s industries? 

The following responses have, as always, been edited for clarity and brevity.

Industry Consultant, West…

Only a couple of my clients are addressing this issue. The ones who aren’t seem to think they’ll be able to entice employees away from companies that are actually finding a way to train the workforce. Development of workers seems to be the largest challenge at this time. Workers hired out of high school have few or no skills that translate to industry, other than moderate computer abilities. Workers hired with tech-school training seem to be hit and miss. Some have valuable skills, but lack work ethics; others have neither.

One client has created a tiered system that has some similarities to previous apprenticeship programs, but the tiers are self-paced, allowing more ambitious workers to advance (and make more money) more quickly. So far this has been successful, to a degree, but a stumbling block seems to be that Millennials do not work for goals that are two or three years away, but want results in one year or less. They also seem to feel that if another employee gets a raise, they deserve one as well, no matter if they’ve completed the same requirements as the other worker. While there are exceptions to this, the situation can lead to  friction in the workforce.

Most of my clients seem to be doing well when it comes to empowering and giving all workers a voice. And most appear to be enabling their workers much better than in the past. This helps retain the long-term employees they have.

Maintenance Engineer, Discrete Mfg, Midwest…

Our plant has begun retraining senior maintenance personnel to adapt to the ever-increasing automation of our production machinery. We’ve also started training some maintenance apprentices to begin refilling the pipeline to replace aging in-house staff (average age in our facility is around 50). We’re using the vocational school in our area on basic skills (welding, shop equipment use, power transmission, and electricity) for apprenticeship candidates and other technical specialists who want to participate. The program is going into its second year, and the only issue we’re working through is putting apprentices in situations where they can use their newly found knowledge in practical settings.

Maintenance Supervisor, Process Mfg, North America…  

Unfortunately, our organization is moving away from technical training for our maintenance people. It has imposed a limited budget for training across the corporation and is using it to train upper management on aspects of contract negotiations and employee interactions. I only have one technician scheduled for training on a PLC course. Nothing else has been approved. This is not an optimal situation, as technicians only buy into their jobs if they can be shown that the organization is interested in keeping equipment working and running at optimum production levels.

Reliability Specialist, Power Sector, Midwest…

Our organization participates in job fairs at the high school, trade school, and university levels. We are active members on curriculum boards at two trade schools in the state. We assist with training recommendations, and provide tools and equipment to the union-trades training facilities. Our organization has an in-house apprenticeship training program, heavily invested into continuous training of all personnel to maintain a highly skilled workforce and encourage training for future positions using in-house training and college tuition support. We also participate in high school-through-college job shadowing programs and internships.

Sr. Facilities Engineer, Discrete Mfg, Southeast…  

Our facility has become involved with Junior Achievement. A variety of our personnel spend predetermined time at local schools leading classes that focus on possible vocations, working as part of a team, and other things to help students understand more about what work will be like. We also hire summer interns, usually in some engineering position. We’ve had chemical, mechanical, and electrical majors.  This year we’ll have an environmental science student to help with some environmental updating. This will be good for us and offers good experience for the intern. The position is paid.

Plant Engineer, Institutional Facilities, Midwest…

We have a Civil Service System, and tradesmen/women must meet all the qualifications and experience before being interviewed. The system has drawbacks, but as a whole, our hires are very qualified. It also allows people to move to other positions by attending classes or studying until they meet the qualifications for a higher position. Some employees who started out as janitors later became laborers, then stationary firemen/women, then building engineers, even an assistant chief engineer.

Technical Supervisor, Public Utility, West…

This is a real problem for the hydro and power-generation industry. We’ve not had good luck “stealing” experienced journey-level employees from other utilities lately. We’re part of a state system, and drastic reductions in various benefits over the past decade have removed the incentive for such personnel to “jump ship” and join our organization.

We’ve developed detailed system descriptions of our project, so if we bring in personnel from the non-power industry, they have a training road map/program with lot of hands-on training.

Our experience with a somewhat expensive service that puts former military personnel into industry jobs has been varied. We’ve been bringing in student interns to support our engineering departments for several years, and have hired one full-time.

Industry Consultant, International…

Concerning this question, I have seen both short- and long-term approaches among my clients. As an example, one operation has chosen to contract out skill sets and hold down costs with a minimum of on-site crafts personnel or crafts-qualified supervisors. This tends to be a bit short-sighted but is “OK” short term.

Those taking more of a long-term approach include a major utility that has chosen to partner with local crafts unions such as IBEW, IAM, Iron Workers, etc., to develop an in-house apprenticeship program. Training is done at the local union facility for one-half day and on the company site the rest of the time, with company crafts Journeymen as mentors. Progress is monitored every six months in a formal joint union and company meeting, and raises are given for progress to a four-year Journeyman status. This type of program, which is administered by HR, works well for companies already operating in a union environment. (Non-union operations I’ve worked with have set up up similar in-house training with local colleges and trade schools, sometimes using local union Journeymen as instructors or evaluators.)

In Canada, I’ve seen several  companies join together with the First Nations Reservation groups to set up specialized schools that provide not only training in  crafts along typical apprenticeship lines, but also for special or heavy-equipment operators, miners, and staff clerical/medical personnel. These companies usually have requirements to staff with as many locals as possible. To meet this requirement, local training and personnel/crafts development is a must. In some of these remote locations, outside sourcing of competent Journeymen is difficult.

Based on personal observations, I’ve found that HR and Operations/Maintenance Management working in conjunction with local craft unions and in-house Journeymen as mentors tend to produce the best and most likely to “stay” new craftsmen, These people are already in the company and are familiar and “at home” with their local environment.

Engineer, Process Mfg, Southeast…

Our plant is a founding member of [a not-for-profit regional workforce-development alliance]. The organization engages in activities to improve the overall training and skill level of [the region’s] craft persons and trade persons and promote consistent application of skill standards in the industrial and contractor workforce. It also works to provide, develop, and implement training programs to ensure consistent skill-level designations for trade persons.   Partnering with educational institutions and others, it provides information and assistance with career and skills assessments, training programs, certification standards, and accepted credentials for skilled crafts persons and trades persons. Coordinating with local industry and employers, it assesses present and future needs for skilled workers and develops and implements initiatives that alleviate shortages.

Industry Consultant, International…

Concerning this question, I have seen both short- and long-term approaches among my clients. As an example, one operation has chosen to contract out skill sets and hold down costs with a minimum of on-site crafts personnel or crafts-qualified supervisors. This tends to be a bit short-sighted but is “OK” short term.

Those taking more of a long-term approach include a major utility that has chosen to partner with local crafts unions such as IBEW, IAM, Iron Workers, etc., to develop an in-house apprenticeship program. Training is done at the local union facility for one-half day and on the company site the rest of the time, with company crafts Journeymen as mentors. Progress is monitored every six months in a formal joint union and company meeting, and raises are given for progress to a four-year Journeyman status. This type of program, which is administered by HR, works well for companies already operating in a union environment. (Non-union operations I’ve worked with have set up up similar in-house training with local colleges and trade schools, sometimes using local union Journeymen as instructors or evaluators.)

In Canada, I’ve seen several  companies join together with the First Nations Reservation groups to set up specialized schools that provide not only training in  crafts along typical apprenticeship lines, but also for special or heavy-equipment operators, miners, and staff clerical/medical personnel. These companies usually have requirements to staff with as many locals as possible. To meet this requirement, local training and personnel/crafts development is a must. In some of these remote locations, outside sourcing of competent Journeymen is difficult.

Based on personal observations, I’ve found that HR and Operations/Maintenance Management working in conjunction with local craft unions and in-house Journeymen as mentors tend to produce the best and “most likely to stay” new craftsmen. People trained this way are already in the company and are familiar and “at home” with their local environment. MT

If you’re interested in becoming an MT Reader Panelist, email jalexander@maintenancetechnology.com.

Tip of the Month | May 2017

“Once you’ve tightened a bolt to the correct torque rating, use colored nail polish to paint a straight line across its head and onto the bolted equipment. If this straight line ever appears broken, it’s an indicator that the bolt has loosened. This extremely inexpensive vibration-monitoring technique provides an important visual cue that operators can easily detect during daily checks and, in turn, leads to fast maintenance response.”

— Tipster: Ken Bannister, MEch Eng (UK), CMRP, MLE, Contributing Editor

What about you?
Tips and tricks that you use in your work could be value-added news to other reliability and maintenance pros. Let us help you share them. 

Email your favorites to MTTipster@maintenancetechnology.com. Who knows? Like this month’s featured tipster, you might see your submission(s) highlighted in this space. (Anyone can play. You don’t need to be an MT Reader Panelist.)

122

8:25 pm
May 15, 2017
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Uptime: Engage the New Workforce

bobmugnewBy Bob Williamson, Contributing Editor

I’m worried that we’re not effectively engaging younger, newer employees in our reliability-improvement initiatives,” lamented a participant in one of my workshops. “How should we be working with them?”

That type of concern and question is becoming more common in today’s older industrial facilities—and for good reason. The ways we employed, trained, and engaged previous generations of employees won’t necessarily work going forward. Now is the time to re-tool our approaches. Here are some insights into those generations and how to engage their members in the workplace.

The divide

Think about the differences in your family, i.e., your grandparents, parents, yourself, and your children. Each generation is different, based on experiences with different technologies, socio-economic conditions, educational approaches, and politics, among other things. Let’s look at four generations and various factors that formed their lives:

• Matures (born before 1945): Strong family and community ties, WWII and Pearl Harbor, post-WWII economic boom, manned space flight.

• Baby Boomers (born between 1946 and 1964): Cold War, Civil Rights movement, Vietnam War, political assassinations, feminist movement.

• Gen X (born between 1965 and 1977): Disintegrating families, unemployment, advent of personal computers and the Internet, Space Shuttle explosion, end of the Cold War, Berlin Wall destruction, Gulf Wars.

• Gen Y, aka “Millennials” (born between 1977 and 2000): Oklahoma City bombing, 9-11 terrorist attacks, growth of school violence, global warming, increasing divorce rates, advent of smart phones and other technologies, everybody gets a trophy.

Millennials learn, and in turn, approach work much differently than past generations.

Millennials learn, and in turn, approach work much differently than past generations.

The formative years

Major generational events combine with situations in an individual’s formative years to influence their behaviors, beliefs, expectations, and interests. During the late 1960s and into the 1970s, Dr. Morris Massey described three major life-shaping periods:

• Imprint Period (birth to 7 years of age): We absorb everything, accepting much of it as true, especially coming from our parents. The sense of right and wrong, good and bad is learned here.

• Modeling Period (between 8 and 13 years): We copy people, primarily our parents, and other people who impress us (community leaders and teachers, for example). We try different things to see how we feel about them.

• Socialization Period (between 13 and 21): We tend to look for ways to depart from our earlier programming and are significantly influenced by our peers. Media (social-media) messages, especially those that seem compatible with peer-group values, have a major influence.

The challenge in a workplace is how to effectively engage (and value) inherent generational differences, despite the diverse, life-shaping events and experiences of peoples’ formative years.

Focusing on Millennials

Get ready. Millennials will make up 75% of the workforce by 2025, preceded by record departures of seasoned, skilled workers. The bad news is Millennials often lack the skills, knowledge, and experiences employers are seeking in replacements for their disappearing skilled personnel. While more people may make up the labor pool, it’s the skills shortages (skills gaps) that will prevent them from securing employment. According to a 2015 report titled “The Skills Gap in U.S. Manufacturing: 2015 and Beyond,” from Deloitte (deloitte.com, New York) and The Manufacturing Institute (themanufacturinginstitute.org, Washington), in the next decade, nearly 3.5-million manufacturing jobs will likely need to be filled. Because of the skills gap, 2 million of those jobs are expected to remain open.

Knowledge transfer and reliable training processes are rapidly becoming a more-than-compelling need in many business sectors. The traditional training model, however, is mostly inefficient, ineffective, and inconsistent with how Millennials learn. Still, the task at hand involves more than training them—it’s engaging them.

Millennial expert Christine Hassler offers some pointers on how to work with and benefit from this generation. It starts with understanding that members of this group are typically over-parented, self-expressive, optimistic, globally oriented, and wanting to make a difference. They tend to be multi-taskers, entrepreneurial thinkers who value freedom and flexibility, but believe that organizations rarely make use of their skills. According to Hassler, prospective employers can leverage these characteristics by offering what these job seekers want most:

• diverse opportunities based on individuality and creativity
• fair compensation for work that has a purpose
• a great place to work, i.e., fun and ethical
• a sense of belonging and social engagement flexibility.

Attracting Millennials can be enhanced by employers that:

• invest in technology and social media
• have a story to tell, a brand
• leverage current Millennial employees in recruiting
• embrace social and environmentally conscious practices
• re-invent the workplace environment
• address how their goals can be achieved by working here.

Hiring Millennials may require employers to overhaul their practices and:

• recruit, hire, and train for skills mastery
• look for leaders, out-of-the box thinkers, and optimists
• deploy creative application and interview processes
• upgrade employee orientation and on-boarding programs
• include Millennials in interview and selection processes.

Retaining newly hired Millennial employees can be improved by employers that try to:

• make the first day unforgettable
• offer feedback, flexibility, and transparency
• create a fun workplace with a sense of purpose.

Managing Millennials must be accomplished by leveraging their expectations:

• provide frequent feedback
• provide clear expectations with accountability
• coach, rather than direct (see the following “Situational Leadership” model)
• challenge and empower them
• inspire them (be a strategic and aspirational thinker)
• add the human element
• be open and transparent
• show respect for all people at all levels
• get to know employees on a personal level
• conduct weekly check-in
• provide interpersonal training and personal development
• provide technology platforms for feedback sharing.

Developing Millennials into leaders must go beyond traditional programs and begin early in their employment through:

• cross-functional expertise and rotational learning
• apprenticeship models with assigned mentors
• involvement with “high-ranking” executives
• intrapreneurship (defined as workplace innovation)
• ongoing training and personal development
• formal knowledge-transfer processes
• connection to the bigger “why” (beyond “what” and “how”).

Engagement is ‘situational’

Leading and empowering Millennials is where the proven principles of Ken Blanchard’s “Situational Leadership” framework for employee development can come into play. Adapting our leadership styles to fit individual employee needs will be one of the most important methods you can use to engage Millennial employees.

According to Blanchard, the four sequential leadership styles in the Situational Leadership model include directing, coaching, supporting, and delegating. These leadership styles are aligned with four sequential stages of individual employee development:

• low competence/high commitment
• some competence/low commitment
• higher competence and/or variable commitment
• high competence/high commitment.

Efforts to empower and engage employees, especially Millennials, must build on what motivates them. How we lead them to be productive members of an organization is an integral part of that motivation.  MT

References:

Dr. Morris Massey, What You Are is Where You Were When, 1986 video program, Enterprise Media, MorrisMassey.com.

Christine Hassler, “Bridging the Generational Divide Attracting, Engaging, and Managing a Multi-Generational Workforce” (keynote), millennialexpert.com.

“Situational Leadership” training program, The Ken Blanchard Companies, KenBlanchard.com.

Bob Williamson, CMRP, CPMM, and member of the Institute of Asset Management, is in his fourth decade of focusing on the “people side” of world-class maintenance and reliability in plants and facilities across North America. Contact him at  RobertMW2@cs.com.

337

5:06 pm
May 15, 2017
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Training Today’s Workforce for Tomorrow’s Needs

Just as the Internet of Things (Iot) is transforming industrial operations, maintenance roles are also being transformed.

Just as the Internet of Things (Iot) is transforming industrial operations, maintenance roles are also being transformed.

With equipment and building systems growing smarter, those who operate and maintain them must do likewise.

By Jane Alexander, Managing Editor

Although we’ve heard that the Internet of Things (IoT) is poised to transform the industry, in some cases, it already has. Today, more and more businesses are implementing IoT-enabled equipment and generating an ever-growing influx of data that has the potential to transform their operations. For industry applications, the value of the Industrial Internet of Things (IIoT) is expected to continue to grow at an astounding rate. While that should come as no surprise, there is one important caveat.

According to Mohamed Shishani of Schneider Electric’s Building & IT Business (Nashville, TN, schneider-electric.us), IoT-driven data can help reduce reactive maintenance, boost preventive problem solving, and improve efficiency and productivity, but only when the workforce is prepared to use the insights to make better decisions. “It’s imperative,” he stated, “that plant operators and facility managers ensure their electrical-maintenance personnel are trained and prepared to operate and apply IoT-driven data to improve operational performance. If not, they’ll surely be left behind.”

As Schneider Electric’s “IoT 2020 Business Report” noted, operational and management professionals in buildings, factories, global supply chains, and cities must be able to turn data into actionable insights about the efficiency of machines or production lines. Collecting and analyzing this operational intelligence can help the workforce improve business strategies that drive performance and sustainability.

Shishani reports that industry is already seeing the effects of an internet-connected, internet-dependent world—and that business leaders are paying close attention to its impact on their operations. In fact, based on Schneider Electric’s research, 70% of decision makers have seen the business value of IoT through its ability to create new opportunities for their companies, improve the efficiency of their businesses, and deliver long-term business benefits.

‘Smart’ systems require a smarter workforce

Shishani pointed to circuit breakers as a good example of evolving technology. As he described the situation, “Once upon a time, a circuit breaker was just a circuit breaker, an innocuous black box that was rarely considered in the day-to-day operations of a plant or facility. Today, though, IoT-enabled circuit breakers can provide real-time and historical trending data, allowing facility managers to easily monitor their plant or building’s electrical systems.”

These smart systems provide improved visibility into operations and allow users to control everything from specific lines of equipment to the entire industrial process, locally and remotely. Proactive maintenance, based on predictive decision making, lets personnel troubleshoot and remedy issues in real time, before operations are affected. That approach reduces system downtime and opens the doors for more regularly scheduled preventive maintenance.

The collected data can provide a wealth of useful information, including circuit-breaker status, energy use, and important system notifications. With just a simple Internet connection, the information is readily available on an operator’s computer screen. Cloud-based solutions provide personnel with access to data through apps on their mobile devices, making the decision-making process even faster and more reliable than is possible with conventional systems.

Note that while IoT-enabled tools such as these offer great potential to improve a plant’s productivity, they can only be maximized if personnel are able to properly use them. As plants and facilities evolve to require constant monitoring, maintenance staff must be trained to use stationary and mobile equipment. Decisions, in turn, can be made anytime and anywhere, saving time and eliminating the need for on-site visits.

IoT-enabled-tool training

With data becoming more useful, traditional methods of performing work may no longer be relevant. The increase in data, in general, suggests the volume of it specific to electrical systems is likely to increase as well. Furthermore, just as the IoT is transforming industrial operations, the role of maintenance personnel is also being transformed.

Consider, for example, building systems that control a plant’s power, automation, safety, communication, and security. According to Shishani, the fact that such systems are becoming more integrated means electrical contractors and maintenance technicians are becoming even more pertinent to the industrial system. In his view, as their roles and responsibilities continue to expand and involve functions beyond traditional electrical work, they should be encouraged to:

• Use new skills to gather and analyze data to ensure decisions are made quickly and accurately.
• Offer solutions that take into account the energy usage of a  particular process or facility to ensure energy efficiency and sustainable operations.
• Embrace the transformation of their role as IIoT-solutions providers by expanding their knowledge of IoT and how to use the resulting data.

In light of the aging workforce, industries will be challenged to engage personnel in new technologies while training newcomers—who most likely will be Millennials—to build on existing digital skills and apply them to a new environment that is always on, constantly connected, and moving quickly.

“Whether IoT will drastically reshape the industry can no longer be questioned,” Shishani explained. “The workforce must be surrounded by the right tools and training to be able to harness all the possibilities IoT has to offer.” MT

Mohamed Shishani is go-to-market strategy and launch manager for Schneider Electric’s Building & IT Business. For more information, visit schneider-electric.us.

Tools for Success

By Mohamed Shishani, Schneider Electric

Training personnel to interpret the influx of data produced by IoT technology is critical to ensure businesses are prepared for an evolving industry. As younger workers enter the workforce, businesses must evolve with the types of resources they are providing their employees. With the right training and digital tools, companies can set them up for success.

The first step is to provide employees with the knowledge they need—right at their fingertips. In the age of IoT, giving the workforce access to the right information when, where, and how it’s needed will be paramount to the entire operation’s success. Businesses are using innovative digital tools to make sure information is readily available and easily accessible. With online portals, personnel will have access to product information, training, and technical support tools designed to make the information-gathering process easier so they can get back to their jobs more quickly. Through a combination of apprentice libraries, videos, interactive technical support, training materials and up-to-date information on the latest codes and standards, the workforce will be equipped with all of the information needed to generate informed operational decisions.

In addition, design and/or implement the right types of programs to train and develop your workforce. For businesses with an eye on IoT, training programs should be deployed to keep employees on their game. It’s important that new employees be trained to leverage tools to help them interpret data. An emphasis should also be placed on providing existing employees with training on new technologies to ensure they are able to complete their jobs with the efficiency needed to keep up with IoT technology.

Finally, incorporate safety into ongoing training. When a job involves electrical equipment, it’s imperative that safety be part of the ongoing discussion. Safe electrical practices, such as how to approach a tripped circuit breaker and how to mitigate arc-flash hazards, can be the difference between a near-miss incident and harmful electrical accident. Emergency response and CPR training are also extremely relevant and important for plant and facility operations employees. OSHA and other regulatory agencies require emergency-response training for specific occupations every one to
two years.

119

2:55 pm
April 18, 2017
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On The Floor: Management Rapport? Thumbs Up and Down

Mechanical and electrical plant roomsBy Jane Alexander, Managing Editor

For some reason, the following question about management rapport really kicked MT Reader Panelists into high gear this month. Lots of them (more than usual) wanted to express their opinions (some in far more detail than they typically provide). The result is that we can’t include all responses on these two pages. 

Q: What was the state of rapport between their sites’ plant-floor reliability and/or maintenance teams (or their clients’/customers’ teams) and upper management, and why?

Here are a few of the responses we received. As usual, they’ve been edited for clarity and brevity.

Industry Consultant, West…
Management rapport [with maintenance and reliability teams] is one of the main indicators I use when working at a new [client] site. If there’s tension between these departments, there will be communication breakdowns—virtually every time.  Performance will suffer greatly, and each group will blame the others.

In general, I find a good, strong, open, and honest working relationship in less than 30% of my clients’ operations.  If I can resolve issues between the groups, and improve relationships, the parts of the maintenance and reliability puzzle fall into place rather easily. In the age of e-mail, texting, and voicemail, however, it’s much easier for silos to exist and not handle issues face-to-face.  In my opinion, it seems to be getting easier to let site relationships erode rather than repair them.

Maintenance Technician, Discrete Mfg, North America…
Not the greatest here (always a struggle because upper management is constantly looking to cut corners). They call it risk management, yet when something goes wrong, they panic. Some of our older equipment has been paid for many times over. Now, though, we’re into a stage where it’s hard to get parts for this equipment. We [our team] really tries to stress the importance of preventive maintenance (PMs) and taking care of things, as in “if you take care of your stuff, your stuff will take care of you.” But it becomes frustrating when that idea seems to fall on deaf ears and they [management] seem to dodge another bullet. (This opinion is based on personal experience; I’ve been working in this plant for many years.)

Industry Supplier, Southeast…
With regard to my customers, management rapport, in most cases, is still not very good. I work with a lot of plants where plant-floor staff need help, but must get upper management to buy in. Most preventive-maintenance (PM) personnel don’t have the knowledge to make their case. When I’m able to meet with both sides at the table and pitch ROI (return on investment), it seems that they begin to understand each other better, i.e., that the ROI for Management is dollars and the ROI of PM teams is reduced failures and workload.

Reliability Specialist, Power Sector, Midwest…
Our team has an excellent rapport with all levels of the organization.  The secret to good rapport is to not only talk the talk, but to walk the talk. The site’s PdM/PM program mission is to use our knowledge and appropriate technologies on the facility’s assets to provide the operating group safe, efficient, and reliable equipment.  In the same manner, we are to use our knowledge and available technologies to safely and effectively reduce the facility’s operating and maintenance costs.

Industry Supplier, Midwest…
It’s ugly (management rapport, that is)! Many of my plant-floor customers have lost budgets and been reduced to performing reactive work, as opposed to proactive maintenance. They’re dealing with plants that are already in bad shape and disrepair, and answering to management that still wants to run full production. They have no inventories, no spares, and no orders for items with extremely long lead times. It’s not a pretty picture. One ray of hope [a slight improvement] is that site management is now being forced to go to corporate for monies and also discuss why equipment was allowed to go so long without repair. The overall situation, though, leads to pain and agony for those having to do work, that, if it had been done when needed, would have been a simple fix, not a catastrophic fix.  

Industry Consultant, North America…
There’s no guarantee that upper management has a solid understanding of reliability excellence. This is especially true if no executive-level stakeholder exists. Quite often, the focus from the top is solely on cost management (not on failure prevention or defect elimination.) In my experience as a consultant, a common complaint at the working level has focused on incoherent, ongoing initiatives that aren’t solidly linked to goals. This issue could be resolved if long-range plans were created based, say, on ranking of each initiative by priority and benefit and then stretching them out over a period of time. Leadership should encourage these types of plans for excellence, and involve plant personnel in their definition.

Maintenance Leader, Discrete Mfg, Midwest…
As noted in some of my past Reader Panel responses, maintenance used to be the redheaded stepchild at our facility. The problem started with the fact that plant managers and senior managers seemed to come and go [change] frequently. Because of this, “flavor of the month” programs were the norm. This changed with the arrival of an outside consulting firm. When upper management listened to suggestions and our plant-floor personnel saw that their ideas were listened to, maintenance took ownership. This made a big difference with proactive versus reactive work. We’re now getting our preventive maintenance work done as well. Things are looking good.

Reliability Engineering Leader, Process Mfg, South…
If I had been asked this question a couple of years ago, I would have characterized the relationship between management and plant-floor teams as indifferent. It wasn’t adversarial, but more a matter of management viewing maintenance as a necessary evil than a competitive advantage.  That has changed significantly. Last year, leadership announced PM Completion Rate (with a target of 95%) as one of the top metrics for the company. That was a real game changer. Suddenly, everybody was interested in preventive maintenance—it had become part of their personal-performance expectations. Respect for the importance of scheduled maintenance compliance made a dramatic shift, and we exceeded our PM-completion target.  This coming year, unscheduled asset downtime is being added to the top company metrics and will be reviewed on a monthly basis by executive management. This is a clear example of how leadership from the top can really drive change. 

Industry Consultant, International
In answer to your question, this situation [management rapport problems] is brought on by local company politics, lack of training, and basic mismanagement among, other things.

While I’ve worked with various clients, including some where severe adversarial relationships existed between Maintenance and Production/ Upper Management, by coaching ALL responsible parties that state of the art reliability and maintenance saves money, increases OEE (overall equipment effectiveness), improves uptime, and increases productivity, etc. I have convinced maintenance and top management that maintenance/reliability is a business partner NOT a “ we break it/you fix it” stepchild.

After training of top-level maintenance, production and sometimes even general management personnel by professionals in reliability and maintenance management, common goals are identified and cooperation is much improved. Accountants watch the bottom line weighing these additional consultant/training costs against expense reductions and production improvements. Results are that teamwork builds and floor-operations to staff-level relationships smooth out.

“Equipment Ownership,” in selected cases, brings hourly production and maintenance crafts together and reinforces the hourly–personnel through management relationship. Although this has, at times raised, the eyebrows of union officers, they usually go along when the benefits to all are obvious.

Yes, I have seen too many operations where maintenance and production departments, which usually have the ear of top management, DO NOT have a smooth relationship. However, with the proper training and education of all concerned, this can usually be much improve to the economic and management benefit of all.

Plant Engineer, Institutional Facilities, Midwest
With regard to management rapport, for several months, maintenance (trades) forepersons at our institution have had to attend not only new-construction meetings, but even small-project meetings. The idea is that we (Maintenance) can add our concerns before, during, and after projects are completed. The problem with all this is how much time it takes. With so many projects and associated meetings [at our site] and the number of normal maintenance-type meetings we have, we almost always have at least one supervisor sitting in meetings 30 to 40 hours per week. Work for anybody attending these meetings gets pushed back and can delay repairs. It also creates more work for the people not attending.

Another problem we have is that only the person attending the meeting knows what was discussed and/or is coming up. Consequently, that individual has knowledge that other supervisors don’t. The system would work a lot better if one person could attend all the meetings and email a recap of each event so every supervisor would know where each project stands and what’s coming up, whether in his or her area/zone or not.

While most meetings cover such a wide variety of subjects that only 10% to 20% of their agendas can be devoted to individual trades, attendees must listen to everything. It would be better, if you were going to have a one-hour meeting, to break it down into four parts, i.e., plumbing, electrical, mechanical, architectural/structural. This way, a supervisor could attend only the part of the meeting during which his or her area was discussed, not the entire meeting, and, if email recaps were sent out, could still keep up with everything that transpires.

Engineer, Industry Supplier, Southeast
Management’s responsibilities are meeting production deadlines and goals while keeping operating costs to a minimum. The relationship between management and maintenance depends on how management views their maintenance program. Some management personnel look at maintenance as a cost center while others recognize it as a cost savings mechanism or in best case, the profit center. Understanding that maintenance is a part of the cost of the product being created softens the financial burden but also gives management a better perspective regarding the value their maintenance teams bring to the table.

Ours is an equipment-service operation that’s deeply involved in working with our customers to improve their PdM programs. As such we continue to invest a great deal of time educating upper management regarding the benefits of early detection of issues that will lead to premature failures as well as on-going inefficiencies. The more informed management becomes about heading off potential problems, and the tools and preventive measures available, the more they become involved with their maintenance teams. Informed managers will interact with their teams quicker and to a greater extent. Sometimes comparing the benefits of outsourcing major PdM activities is more appealing and acceptable to management personnel as it leaves their operators and technicians time to complete their daily routine assignments.

Maintenance personnel generally understand the need for planned routine maintenance. Their relationship with upper management is greatly improved when their leaders are also informed. Education is the key to improving the relationship between upper management and their maintenance teams as well as a way of improving efficiency and operational success of the facility. MT

Tip of the Month

“Add RED and GREEN colors to the face of standard pressure gauges. This allows anyone who looks at or takes readings on a single gauge (or dozens) to tell right away if a pressure is too low or too high. I’ve worked on equipment and in test labs where this little addition could have saved a lot of time and money, and helped any operator.”

Tipster: Plant Engineer, Institutional Facilities, Midwest (an MT Reader Panelist)

What about you?
Tips and tricks that you use in your work could be value-added news to other reliability and maintenance pros. Let us help you share them. Email your favorites to MTTipster@maintenancetechnology.com. Who knows? You might see your submission(s) highlighted in this space at some point. (Anyone can play. You don’t need to be an
MT Reader Panelist.)

563

6:23 pm
April 13, 2017
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Maintenance Efficiency: Understand It To Drive It

Various factors and measurements affect an organization’s ability to improve workforce efficiencies.

Worker of oil and gas refinery

By Al Poling, RAM Analytics LLC

It’s a given: Maintenance is the largest fixed cost in manufacturing. Maintenance-workforce efficiency has a profound effect on that cost and, in turn, overall business performance. Can that efficiency be improved and, if so, how?

The common metric used to measure this efficiency is wrench time. Research on wrench time has revealed maintenance workforce efficiencies ranging from 18% to 74%. In other words, inefficient maintenance operations will spend exponentially more on maintenance labor than the most efficient operations to complete the same amount of work.

To illustrate the significant financial impact of maintenance workforce efficiency, a highly efficient operation with 74% wrench time spends $100 million/yr. on maintenance labor. A highly inefficient maintenance operation would spend more than four times that amount (or more than $400 million annually) to complete the same volume of work. Translation: The inefficient maintenance operation would waste $300 million a year due to inefficiency.

Critical factors

Numerous factors influence effective use of maintenance labor resources. At the top of any list, however, is a well-defined maintenance-work process. This type of process describes, in detail, each step of maintenance work from identification through execution and closure. Despite claims to the contrary, there is effectively only one universally used maintenance workflow. The five major components are identification, planning, scheduling, execution, and closure:

Identification is the timely pinpointing and prioritization of maintenance work. These activities are performed by equipment operators who use a well-defined work-prioritization matrix or by maintenance coordinators who base priorities on business and related needs.

Planning is formal organization of the work to be done, including scope assessment and identification and procurement of the labor and materials required to complete the job.

Scheduling includes setting the optimum time period in which to complete the planned work. It takes into account the overall resources required at the site and attempts to level the resource load to use normally available maintenance resources.

Execution is the actual hands-on work performed by skilled maintenance craft personnel. This includes company personnel and contract maintenance workers.

Closure involves capturing work history, including critical information on failure modes used to facilitate reliability analysis.

Failure to have or follow a well-defined maintenance-work process results in chaos and, therefore, grossly inefficient resource utilization.

Tools and prep

The next factor that influences maintenance-labor efficiency is the availability of tools and materials required to complete the assigned work. Without that availability, work can’t be completed in a timely manner.

Wrench-time studies consistently reveal that traveling for tools and materials is the most common barrier to maintenance-workforce productivity. If highly skilled (and costly) maintenance-craft personnel have to spend time retrieving tools and materials, it will take significantly longer to complete the work, including possibly delaying completion. It’s troubling why so many organizations depend on highly skilled maintenance resources to perform such mundane work (material and tool transport) rather than assigning those tasks to less costly storeroom and/or delivery personnel.

Next in line as a detrimental impact on maintenance-workforce efficiency is the interface with operations. Equipment must be prepared in advance of maintenance work. Examples include equipment decontamination, lockout/tagout, and work permitting. If these types of tasks aren’t performed in a timely manner, wrench time will suffer. Paying highly skilled maintenance workers to stand around while operators perform such work—that should have been done in advance—is absurd. Yet, as wrench-time studies show, this is a common occurrence in today’s plants.

The culture effect

Empirical evidence suggests that particular work environments, or cultures, are more prone to maintenance workforce inefficiency. At the top of this list is an environment in which unreliable equipment reigns. In this type of reactive environment, it is virtually impossible to achieve high levels of maintenance-workforce efficiency. Unplanned failures, by their very nature, don’t facilitate planning and scheduling, leading to extremely inefficient and expensive reactive corrective work. As if this weren’t bad enough, it is invariably the value of lost production and subsequent lost profit that causes the greatest economic harm to the site and business. Sadly, these costs are often overlooked.

The next environment most prone to maintenance workforce inefficiency is one where maintenance labor costs are low. Southeast Asia, for example, experiences severe inefficiencies—often at appalling levels. In those regions, it’s not unusual to find human labor being utilized instead of equipment. For example, you might find large numbers of maintenance workers with shovels doing the work that a single bulldozer could complete in short order. Sometimes, though, this is by design, i.e., to create more jobs to support a growing middle class. Nonetheless, while it’s an expensive way to operate, the costs can be more easily absorbed due to exponentially lower-skilled maintenance-craft wages.

Surprisingly, highly reliable operations represent yet another, although not necessarily obvious, area where maintenance inefficiencies can be found. In such environments, the business is typically enjoying very high profit margins as a result of achieving maximum production with existing assets.

Of course, it’s human nature for people to focus on what’s important and overlook anything that’s deemed less so. Thus, in a highly reliable production environment, as profits rise, maintenance-cost management can take on a lower sense of urgency. In extreme cases, the inherent inefficiency can lead to anywhere from tens to hundreds of millions of dollars in unnecessary maintenance expense. Interestingly, this situation may also occur in less-reliable operations when the market is tight and profits are high. (It’s not uncommon for managers to remove any maintenance cost controls as long as sales demands are satisfied.)

In both of those scenarios, however, maintenance inefficiency will only be tolerated as long as profit objectives are being met. As soon as market conditions change, pressure will once again be applied to maintenance cost and, subsequently, to maintenance-workforce efficiency. The reaction to this often-sudden change can be quite ugly as arbitrary rules with the potential for unintended consequences, e.g., discontinuing proactive maintenance as a way to reduce maintenance labor costs, are put in place.

Effective measuring

In an ideal production environment, skilled maintenance resources are used efficiently and effectively. As the father of statistical process control W. Edwards Deming advised, “You can’t manage what you don’t measure.”

To ensure that maintenance resources are being efficiently and effectively utilized, they must be measured. Although not used extensively today, the early 20th century methodology of maintenance-work sampling provides an effective means to measure wrench time. (Despite exaggerated claims by some that this sampling is akin to Frederick Taylor’s infamous time and motion studies of the late 19th century, it is not.)

Maintenance-work sampling is simply a statistical tool that, when used effectively, can measure maintenance-workforce productivity. Identification and elimination of barriers to productivity can significantly increase the value-added contribution of existing maintenance resources. Work sampling is the process of capturing and analyzing a statistically valid number of random observations to determine the amount of time, on average, that workers spend in various activities throughout their normal workdays. Non-value-added activities are then targeted for reduction and/or elimination using root-cause analysis.

The maintenance-work sampling approach is based on the proven theory that the percentage of observations made of workers doing a particular activity is a reliable measure of the percentage of total time actually spent by the same workers on the activity. The accuracy of this technique is, naturally, dependent upon the number of observations. To achieve a 95% confidence level in the results, approximately 3,000 observations must be made and recorded. While this might seem excessive, a single trained observer can collect that number of observations during a week of single 8- or 10-hr.maintenance work shifts.

Keep in mind that maintenance-work sampling makes it possible to measure utilization of work groups and the overall maintenance workforce. Key opportunities that warrant attention can be isolated and examined. A good example is that of travel time involved in obtaining requisite maintenance tools and materials and delivering them to where they will be used. That time can be accurately measured and a cost assigned simply by taking the number of total hours consumed by the activity and multiplying by the hourly rate.

Additionally, with maintenance-work sampling, unique factors that affect maintenance wrench time can often be identified. For instance, if inadequate means of communication exist between a work group and the supervisor, valuable time can be wasted tracking each other down. Radios or mobile phones, can solve this problem.

Screen Shot 2017-04-13 at 1.06.43 PM

Screen Shot 2017-04-13 at 1.07.01 PM

The accompanying charts (Figs. 1 and 2) are based on a real-world case study where work sampling was leveraged to identify and eliminate maintenance-workforce inefficiencies. Figure 1 depicts a decline in non-value-added activities, while Fig. 2 depicts an increase in value-added activities.

Screen Shot 2017-04-13 at 1.07.16 PM

Screen Shot 2017-04-13 at 1.07.22 PM

As these charts show, initial measurement of the site’s maintenance-workforce wrench-time revealed a mere 28% value-added work (wrench time). Through the systematic reduction and/or elimination of non-value-added activities over the course of three years, the wrench time rose to 74%. What really matters here, however, is the recovery of the value of time that was being wasted, as shown in Table I. (Efficiency gains can also be measured in terms of full-time-equivalents, as shown in Table II.)

As part of its development and publication of standard reliability and maintenance metrics, the Society for Maintenance and Reliability Professionals (SMRP, Atlanta, smrp.org) published its work-management metric, 5.6.1 Wrench Time, in 2009. The stated objective of this metric is “to identify opportunities to increase productivity by qualifying and quantifying the activities of maintenance craft workers.”

The Society also published the SMRP Guide to Maintenance Work Sampling, in 2012. As one of three co-authors, I can state definitively that the intent of this publication was to educate younger reliability and maintenance professionals who had not been exposed to maintenance-work sampling. Although adoption has been slow, several companies are beginning to include this sampling methodology as a valued component in their reliability and maintenance tool kits. Ironically, sites are often introduced to maintenance-work sampling by maintenance contractors who want to demonstrate the efficiency and effectiveness of the skilled maintenance-craft personnel they provide.

(Editor’s note: SMRP’s Guide to Maintenance Work Sampling is a simple “how to” document that includes statistical tables designed to help users understand the correlation of the confidence level associated with a number of observations. The guide can be purchased for a small fee at SMRP.org. The co-authors donated their time to the development and publication of this document and receive no royalties from its sale.)

Last words

While it might be enticing to simply reduce the number of skilled maintenance craft workers on site as wrench time increases, a more prudent path may be to redeploy resources and invest in failure-prevention activities and/or infrastructure.

Increased wrench time may also provide an opportunity to reduce overtime as resources become available and/or to reduce the reliance upon third-party maintenance resources. With today’s critical shortage of skilled maintenance workers, however, displaced workers would likely be able to secure employment elsewhere.

In summary, maintenance wrench time plays a significant role in measuring efficient utilization of skilled maintenance-craft personnel. This valuable metric can be used by any manufacturing operation to ensure that it is realizing the greatest return possible from its investment in human capital. MT

Al Poling, CMRP, has more than 36 years of reliability and maintenance experience in the process industries. He served as technical director for the Society for Maintenance and Reliability Professionals from 2008 to 2010. Contact al.poling@ramanalytics.net.

350

4:15 pm
April 13, 2017
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Reliability Changes Lives

Using skilled technicians and advanced technology, Eli Lilly and Company creates life-saving medicines and devices worldwide.

By Michelle Segrest, Contributing Editor

Throughout the halls of the Indianapolis Eli Lilly and Company facility, the corporation's brand is proudly displayed. All photos courtesy of Eli Lilly and Company.

Throughout the halls of the Indianapolis Eli Lilly and Company facility, the corporation’s brand is proudly displayed. All photos courtesy of Eli Lilly and Company.

At Eli Lilly, the motivation to improve production reliability is not just something that is tracked on graphs and charts for upper management to review. In fact, for maintenance and reliability engineer Carrie Krodel, it’s personal.

Krodel, who is responsible for maintenance strategies at the Eli Lilly Indianapolis facility’s division that handles Parenteral Device Assembly and Packaging (PDAP), has a family member who uses the company’s insulin. “I come to work every day to save his life,” she said. “Each and every one of us plays a part with reliability. Whether it’s the mechanics or the operators keeping the line running, the material movers supplying the lines with the products, or the people making the crucial quality checks, everyone is a part of it. And we all know that the work we are doing is changing lives.”

The Indianapolis site covers millions of square feet with nearly 600,000 assets that must be maintained. According to Rendela Wenzel, Eli Lilly’s global plant engineering, maintenance, and reliability champion, the company produces the medicine as well as the packaging for insulin pens, cancer treatments, and many other products and devices.

For the entire Eli Lilly team—which includes a group of about 80 engineers at the Indianapolis site—the responsibility is crucial. “If we mess up, someone gets hurt,” Wenzel said. “This is a big responsibility.”

However, it’s the human element of this responsibility that inspires an exceptional level of quality.

Team, tools, training

Screen Shot 2017-04-13 at 11.03.07 AMWayne Overbey, P.E., is the manager of the Maintenance-Manufacturing Engineering Services department. He said his team of seven maintenance technicians uses three primary technologies every day to keep the machines running—vibration analysis, oil analysis, and infrared technology. With a focus on condition-based monitoring, each team member has an area of responsibility to collect and analyze vibration data. In addition to the vibration data collector, each team member carries a small infrared camera to make heat-signature images used to diagnose and troubleshoot rotating-equipment problems.

The team also uses a digital microscope that can zoom to 3500X magnification. This helps them look closely at a bearing race, cage, and rolling elements and see what caused a failure, whether structural, corrosion-based, or failed lubrication. In addition, the group has an oil laboratory that can analyze oil and grease. 

The team performs more than 7,000 measurements on more than 4,000 rotating/reciprocating machines and performs vibration analysis on those machines monthly, Wenzel stated. The level of qualified individuals is high. “Anything that is process related, we have the equipment to look at it and analyze it,” she said. “We have people with ISO 18436-2 Cat 2 and Cat 3 verifications and even one expert with an ISO18436-2 Cat 4 certification, and there are fewer than 100 people globally with that level of certification. These guys are experienced, high-level certified professionals.”

The maintenance team increased its level of performance more than five years ago when it made the strategic decision to outsource the facilities (buildings and grounds) portion of maintenance. With about 220 maintenance professionals companywide at the Indianapolis facility, this allowed the team to focus more on production and analysis rather than the facilities, Overbey said.

The team has sophisticated data-collection routes set up as PMs and also focuses heavily on maintenance training.

“We have a difficult time finding people interested in maintenance,” Overbey said. “We have a strategic program to train people that takes 18 months to 2 years. When I was growing up, being an electrician or mechanic was a fine career, but now the attitude is that you have to have a college degree to be successful. Most of our crafts people here make more than the average liberal-arts major. As we cycle out the baby boomer work force, we need to find new talent and close the gap.”

Wenzel agreed that finding qualified crafts people has been a focus that has helped Eli Lilly in its drive for reliability.

“Wayne saw the need and developed an excellent program,” she said. “Management is supportive. He is training them and then sending them to get experience while they are going to school.”

The program is responsible for hiring 24 trainees, to date, and has been able to place 18 of them in full-time positions within Lilly maintenance groups. The remaining six trainees are still in the initial stage of the program. The training also uses basic maintenance programs provided by Motion Industries and Armstrong. Last year, there were more than 30 well-attended training classes focused on equipment used at Lilly. The company wants the training to be relevant to what the maintenance technicians perform on a daily basis.

“The whole condition-based platform makes us unique,” Wenzel said. “We have all the failure-analysis competencies. It’s a one-stop shop. We provide two-to-three day courses on condition-based technologies for crafts and engineers. The whole understanding, as far as what maintenance and reliability can do, is to increase wrench time and uptime. We are all seeing an uptake in technology.”

The Indianapolis Eli Lilly facility has more than 600,000 assets that must be maintained by its experienced engineering-services team.

The Indianapolis Eli Lilly facility has more than 600,000 assets that must be maintained by its experienced engineering-services team.

Best practices

Overbey stated that his main responsibility is to help the various site-maintenance groups improve uptime by using diagnostic tools to identify root causes of lingering problems. With a focus on training paying dividends, he said the high-quality people are what make the condition-based monitoring team successful.

The team works with the site-maintenance groups to reduce unexpected failures, so increased time can be focused on preventive maintenance. “We look at our asset-replacement value as a function of our total maintenance scheme,” Wenzel said. “We look at recapitalization and make sure we are reinvesting in our facility. We keep track of where we are with proactive maintenance. Those numbers are tracked facility to facility and then rolled into a global metric.”

Vibration analysis and using infrared technology has become a central part of the department’s reliability efforts.

“These guys have taken responsibility for the failure-analysis lab and taken it on as an added-value service,” Wenzel said. “For example, if there is a failed bearing, they take it out, cut it up, and provide a report that goes back to management. If we make a call that a piece of equipment has increased vibration levels and is on the path to failure, based on the vibration data collected, getting those bearings goes a long way in getting site buy-in when the actual bearing problem can be visually observed. Most individuals are skeptical when shown the vibration waveform (squiggly lines), seeing the bearing with the anomaly is the true test of obtaining their buy in.”

“We can compete with anyone in terms of oil analysis,” Wenzel added. “We can identify particles and have switched to synthetics. For example, when oil gets dirty, it becomes acidic. Something slightly acidic can be more harmful than something that is highly acidic because it will just continue to eat away at the material and cause significant damage before you can stop it. Something slightly acidic can really tear up bearings. The FluidScan 1100 can detect that.”

Screen Shot 2017-04-13 at 11.03.19 AM

More than 80% of the oil samples are now handled internally, Wenzel said. “As we are selling all of these capabilities to the PdM team around the world, we are starting to look at some of the potential issues at other facilities to provide extra analysis with this condition-based maintenance group,” she said. “We are sharing good ideas and processes across facilities. We now have a maintenance and reliability community.”

Eli Lilly employs Good Manufacturing Practices (GMP) and the use of many chemicals requires a high level of cleanliness that is checked daily and regulated by government bodies.

Changeovers can often take weeks. “We check everything,” Wenzel said. “There is very involved and stringent criteria for how we clean a building. Regulations are a challenge, but they keep you on your toes. You don’t even notice it anymore because it becomes a part of what you do. It doesn’t faze the day-to-day thinking.”

The precision and accuracy of the facility's manufacturing equipment contributes to its product excellence.

The precision and accuracy of the facility’s manufacturing equipment contributes to its product excellence.

Operational excellence

Eli Lilly works with cross-functional teams in which maintenance, engineering, and operations are working on the overall process. Operations manager Jason Miller is responsible for running the process. Maintenance corrects the issues and performs preventive maintenance to get ahead of equipment failures and prevent unplanned downtime.

“Anytime we have an equipment failure we evaluate what happened and see what process we can put in place to get ahead of those things,” Miller said. “Line mechanics are on each shift and work with our line operators to understand and troubleshoot issues. We get ahead of issues to ensure [there is] no impact to the quality of our process.

With advanced robotics and a large amount of automation, monitoring performance and quality is key to successful operation and production, Miller stated. “Everything is captured, including downtime and rejects,” he explained. “We identify corrective actions at every morning meeting. We use the data on the line to drive improvement. The line is automated, but if there is a reject every 100 cycles, we need to take action. The robotics never stop. If you see overloads or rejects over time, this tells you about mechanical wear and other issues with the equipment. We drive data-driven decisions for maintenance.”

The preventive maintenance includes lubricating linear slides each month. When vibration is detected, adjustments are made immediately. “The machines tell us what’s going on. We just have to know how to read them,” Miller said. “We have manual and visual quality checks, but the machines also do quality checks. Reliability is critical because when patients are waiting on their medicine, the machines have to run the way they are supposed to run all the time. We have standards, and they have to be precise. This is medicine going into someone’s body. We are the last step of the process. It has to be packaged and labeled correctly, as well.”

Mike Campbell is the maintenance planner and scheduler for PDAP and has developed a system in which all preventive maintenance is performed during scheduled shutdowns.

“We develop a schedule with every piece of equipment and every scheduled PM associated with it,” Campbell said. “One line may have 50 to 60 PM work orders to perform during the week of the scheduled line shutdown. We bring in a lot of resources to do it all at once, typically requiring a day shift and a night shift.”

Advanced production technology is critical to the standard of reliability excellence.

Advanced production technology is critical to the standard of reliability excellence.

Changing lives with reliability

Wenzel said that looking at how each department interacts helps to put all the pieces of the reliability puzzle together. They have even received outside recognition of their practices in Indianapolis. In 2008, The Corporate Lubrication Technical Committee, of which Wenzel is the chair, won the ICML John Battle Award for machinery lubrication.

“It’s not only a cost piece, there is a whole asset-management piece and a whole people piece that we have to look at–not just the numbers, the metrics, the bars and charts–it’s the whole thing that makes a facility tick,” she explained. “Reliability isn’t just my job…it is everyone’s job. Every time I get into my car and turn the key, I expect it to come on. Every time I run that piece of equipment, I want it to perform the same way every time. That, to me, is reliability.”

Overbey said reliability is about being tried and true. “It’s predictable. It’s reliable every day. It’s the whole conglomeration of things that is very complicated, yet very simple. When all is said and done, reliability is a huge advantage for a company. You are only spending money when you need to. But it’s very difficult to get there.”

Wenzel said that consistency is a key to reaching reliability goals. Eli Lilly has global quality standards and good manufacturing practices that are applicable to each of the company’s sites across the world.

“Reliability means the equipment is ready each and every time it runs, and it should perform the same way each time,” Krodel said.

Doug Elam is Level 4 vibration certified, which is a rare level of qualification. He works on Overbey’s team and also tried to define reliability. “Reliability is an all-expansive subject that touches on different types of technology, the goal of which is to improve efficiency in machinery performance,” Elam said. “It requires an intense study of the background functions of the machines.”

Eli Lilly and Company uses robots on an assembly line to carefully package its products.

Eli Lilly and Company uses robots on an assembly line to carefully package its products.

Regardless of the definition, reliability for Eli Lilly always circles back to the human element.

“Patients come through and perhaps are on insulin or a certain pill, or a cancer treatment that has changed their lives,” Wenzel explained. “We listen to them, because it’s not just the medicine that matters, but the packaging and ease of use. It puts what we do in perspective. We take this feedback and incorporate it into our designs. It starts with an end user’s idea and need, goes to design, goes through production, then back to the end user. It’s like a circle of life.”

The research is carefully conducted with the end user always in mind.

“A lot of research is done to make the best fit for each subset of people,” Wenzel continued. “And at the end of the day you have a marketable product that you can be proud of. Being on both sides of the business, you understand why medicine is so costly. But when you find the one niche that helps cancer patients, or the kid who is near death, and then you can be a part of developing this medicine that completely changes his life, it just makes it all worthwhile.”

And yes, it’s personal.

“When you know people who use the products,” Wenzel said, “the work you do becomes a part of you.” MT

Michelle Segrest has been a professional journalist for 27 years. She specializes in the industrial processing industries and has toured manufacturing facilities in 40 cities in six countries on three continents. If your facility has an interesting maintenance and/or reliability story to tell, please contact her at michelle@navigatecontent.com.

152

7:03 pm
April 12, 2017
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Human Reliability: More Than Half the Answer

klausblacheBy Dr. Klaus M. Blache, Univ. of Tennessee, Reliability & Maintainability Center

My prescription for achieving reliability incorporates human reliability. This human element consists of people, processes (engineering and machinery/equipment), and products that lead to best practices and customer deliverables. In short, the better you do things, the more availability and throughput you get.

Reliability is about dependable engineering processes that support designing-in and sustaining machinery/equipment (M&E), maintenance practices to enable early detection of issues, and specifications that guide the purchase of maintainable M&E. Aspects to consider include:

  • Accessibility
    • easing access in performing maintenance
    • eliminating the need for special tools to gain access
    • designing out the need to remove components and other items that haven’t failed to get to those that often do fail.
  • Modularity
    • making each equipment module easy to handle by one person
    • ensuring that disposable modules are easy to reach
    • designing out the need to dispose of long-life parts by using disposable parts.
  • Diagnostics
    • capturing enough data for problem analysis
    • analyzing faults and issues down to the component level
    • ensuring that performance data is captured and stored for analysis, supplier feedback, and internal continuous-improvement teams.

To me, maintainability refers to the “ease and speed of maintenance to return the system (people, process, machinery/equipment, and product) back to its original operating condition.” Maintenance is the repairing or servicing of a product or machinery/equipment. Maintainability is a design parameter (like the preceding examples) to minimize or optimize repair time.

Unfortunately, research shows that human error is still occurring at a high rate. Failure-rate studies have found that more than 50% of all equipment fails prematurely after maintenance work has been performed on it. This has been evidenced in many types of equipment systems and organizations. To better understand how human performance influences risk associated with nuclear power plant operations, the U.S. Nuclear Regulatory Commission (NRC) requested a study (INEEL/EXT-01-01166) that showed the average human-error contribution to the increase in risk was 62%. In the same study, maintenance practices and maintenance-work control errors were evident in 76% of the events, and operations errors were present in 54%.

What can be done? For new M&E, there’s an opportunity to design-in numerous maintainability concepts. More opportunity, however, is in existing facilities. A good first step would be to perform a PM Optimization (PMO) to eliminate any unnecessary tasks and related interventions.

A PMO will pinpoint if the M&E requires further design review, changes, and frequency in how those reviews are performed, or if they should be eliminated. Mature operations have lots of mistake-proofing and visual controls for operations. This technique should be expanded to include maintenance to support maintainability needs and reduce availability risk.

Human reliability is related to the field of human factors (ergonomics), which refers to designing work areas, work practices, and workflow to accommodate the capabilities of people (operators and maintainers). These factors can’t be ignored. This applies to all types of industries. According to the Occupational Safety & Health Administration (OSHA), 30% to 50% of your recordable injuries are somehow related to ergonomics.

Understanding and instilling human reliability, in turn, is the key in interconnecting the daily functional links to reliability and maintenance that drive real-world outcomes in availability. And it’s more than half of the answer. MT

Based in Knoxville, Klaus M. Blache is director of the Reliability & Maintainability Center at the Univ. of Tennessee, and a research professor in the College of Engineering. Contact him at kblache@utk.edu.

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