Maintworld 3/2019
How Digital Twins Can Accelerate Your Digital Transformation // The Art of Reliability (and Performance) Improvement // 10 Basics to Improve Maintenance in Your Organisation
How Digital Twins Can Accelerate Your Digital Transformation // The Art of Reliability (and Performance) Improvement // 10 Basics to Improve Maintenance in Your Organisation
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3/<strong>2019</strong> www.maintworld.com<br />
maintenance & asset management<br />
How Digital Twins<br />
Can Accelerate<br />
Your Digital<br />
Transformation p 6<br />
THE ART OF RELIABILITY (AND PERFORMANCE) IMPROVEMENT PG 12 10 BASICS TO IMPROVE MAINTENANCE IN YOUR ORGANISATION PG 28
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30 MARCH - 2 APRIL<br />
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The Westin Abu Dhabi<br />
Golf Resort & Spa<br />
EUROPE<br />
Amsterdam,<br />
Netherlands<br />
EUROPE 2020<br />
11 - 14 MAY<br />
Amsterdam, Netherlands<br />
Novotel Amsterdam<br />
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EDITORIAL<br />
Celebrating the<br />
10-Year Anniversary of<br />
<strong>Maintworld</strong> Magazine<br />
YOU ARE NOW READING the anniversary<br />
printout of <strong>Maintworld</strong><br />
magazine. Congratulations to its<br />
makers, the publication has taken<br />
its place in the maintenance information<br />
field!<br />
How did this all begin?<br />
It was prior the new millennium<br />
when people began to worry that<br />
the digital world will soon collapse,<br />
airplanes will drop, phones<br />
will be muted forever. Let’s keep<br />
traditional information methods<br />
in life!<br />
Well, we entered the new millenium,<br />
Y2K turned to be just a<br />
joke, the digital world survived.<br />
The hassle of the new millemium<br />
caused smiles and jokes, but also<br />
left a permanent memory track burned into our brains. As a result, the world will<br />
go towards a new direction.<br />
The Finnish Maintenance Society noticed the change – the number of readers<br />
of its printed national magazine Promaint was decreasing slowly. The board of<br />
society acknowledge the facts: a small country, limited number of readers, more<br />
and more society members are working in international companies and maintenance<br />
service is growing as an export business. The decision was evident: To keep<br />
the magazine alive we need to offer even more interesting material for a growing<br />
number of readers. The national magazine was also transformed, and became<br />
European.<br />
The first new magazine – <strong>Maintworld</strong> magazine – was published some years<br />
later, 10 years ago. Our national publication Promaint magazine is still alive and<br />
we became a publisher of two magazines, but that is another story.<br />
Ten years ago we got the first ink-fresh <strong>Maintworld</strong> magazine in our hands<br />
- we were ready to conquer Europe. This excellent publication was bound to<br />
spread out widely and new orders would start to flow in. However, the straightforward<br />
Nordic method of finding distribution channels round Europe turned to<br />
be far too optimistic a project; the path from the beginning to this day includes<br />
a lot of colorful events. Our mindset was to supply European experts with an<br />
increased level of information on maintenance, but initially the publication was<br />
seen as competition against domestic publications. As a result, there were not as<br />
many of those first issues distributed as planned, but we made it.<br />
Today, celebrating the 10th anniversary of the old/young <strong>Maintworld</strong> magazine,<br />
we have a publication with a relatively constant number of readers, and a<br />
distribution that has stabilized.<br />
The quality of content is a matter for you, our readers, to decide. Your feedback<br />
will guide the development direction of tomorrow’s magazine!<br />
4 maintworld 3/<strong>2019</strong><br />
Ilkka Palsola<br />
Senior Level Maintenance Manager at Kemira Oyj<br />
34<br />
An<br />
effective Preventative<br />
Maintenance program<br />
must be executed<br />
consistently regardless<br />
of the season!
IN THIS ISSUE 3/<strong>2019</strong><br />
24<br />
UNRELIABLE<br />
ELECTRIC<br />
SYSTEMS not only costs<br />
millions of euros in downtime<br />
and repairs, they also have the<br />
potential to maim and kill.<br />
=<br />
32<br />
Why would you install<br />
your asset on bases<br />
which is not checked<br />
for proper flatness<br />
and levelness and<br />
face all the problems<br />
related to it?<br />
6<br />
How Digital Twins Can Accelerate<br />
Your Digital Transformation<br />
12<br />
14<br />
18<br />
The Art of Reliability (and<br />
Performance) Improvement<br />
WE NEED TO TALK – An Asset<br />
Management Intervention<br />
Multi-Device Driven Maintenance<br />
Slow Speed Bearing Inspection<br />
20<br />
with Ultrasound<br />
22<br />
Reduced Engineering by<br />
Standardized Data and Interfaces<br />
24<br />
Using Ultrasound for<br />
Electric Power Reliability<br />
10 Basics to Improve Maintenance<br />
28<br />
in Your Organisation<br />
32<br />
Reliable Machinery Installation<br />
34<br />
Preventative Maintenance Cannot<br />
Take a Summer Holiday<br />
36<br />
40<br />
44<br />
48<br />
3 Things That Could Save Your<br />
Maintenance Planning Organization<br />
and Improve Reliability<br />
ADVANCEMENTS IN Vibration<br />
Monitoring OF RECIPROCATING<br />
COMPRESSORS PCB<br />
As Maintenance Practices Change,<br />
Teaching Methods Must Also<br />
Change<br />
Measuring the Value of Data in<br />
Maintenance<br />
Issued by Promaint (Finnish Maintenance Society), Messuaukio 1, 00520 Helsinki, Finland tel. +358 29 007 4570<br />
Publisher Omnipress Oy, Mäkelänkatu 56, 00510 Helsinki, tel. +358 20 6100, toimitus@omnipress.fi, www.omnipress.fi<br />
Editor-in-chief Nina Garlo-Melkas tel. +358 50 36 46 491, nina.garlo@omnipress.fi, Advertisements Kai Portman, Sales<br />
Director, tel. +358 358 44 763 2573, ads@maintworld.com Layout Menu Meedia, www.menuk.ee Subscriptions and<br />
Change of Address members toimisto@kunnossapito.fi, non-members tilaajapalvelu@media.fi Printed by Painotalo Plus<br />
Digital Oy, www.ppd.fi Frequency 4 issues per year, ISSN L 1798-7024, ISSN 1798-7024 (print), ISSN 1799-8670 (online).<br />
3/<strong>2019</strong> maintworld 5
RESEARCH AND DEVELOPMENT<br />
THE IMPORTANCE OF<br />
DIGITAL TWINS IN ASSET-<br />
INTENSIVE INDUSTRIES<br />
How digital twins<br />
can accelerate your<br />
digital transformation<br />
As the physical assets within your business become more digitally mature<br />
with the Industrial Internet of Things (IIoT), there is a need to harness the data<br />
generated and to leverage historical and design information that covers asset<br />
lifecycles. With modeling, sensor data, visualization, and analytical capabilities<br />
expanding all the time, it is now possible to merge these technologies to create<br />
a digital representation of any physical asset.<br />
RICHARD IRWIN,<br />
SENIOR<br />
Product Marketer, Asset<br />
Performance, Bentley<br />
Systems, Inc. Immersive<br />
Digital Operations<br />
STUDIES SHOW that on average 65 percent<br />
of the population are visual learners.<br />
Delivering business intelligence<br />
visually improves productivity, accuracy,<br />
and efficiency. Digital twins are enabling<br />
immersive digital operations so multidiscipline<br />
teams have the flexibility to<br />
work day-to-day in a visual environment<br />
that displays complex asset data intuitively<br />
and in context.<br />
Immersive digital operations enable<br />
you to view current asset information<br />
through 3D models and reality meshes.<br />
Select an element in a graphic view and<br />
display the underlying data related to<br />
the asset, including related 1D, 2D, or 3D<br />
models, associated documents, maintenance<br />
history, geospatial coordinates,<br />
degradation data, and more. The information<br />
that aligns the entire organiza-<br />
6 maintworld 3/<strong>2019</strong>
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From the initial concept phases of the production plant through to ongoing optimization of your production processes.<br />
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We look after ongoing operations and guarantee process security and the highest level of availability.<br />
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Concentrate on your core competences and rely on cost efficient services and technical expertise from Bilfinger.<br />
Concentrate on on your your core core competences and and rely rely on on cost cost efficient services and and technical expertise from from Bilfinger.<br />
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www.bilfinger.com
RESEARCH AND DEVELOPMENT<br />
tion on achieving the same goals, connecting<br />
the strategic asset management<br />
plan with operational and maintenance<br />
activities, or “line of sight”, is also available<br />
through easily configured dashboards<br />
and reports, presenting trend<br />
analysis and key performance indicators<br />
(KPIs) for robust and reliable decision<br />
support.<br />
A digital twin is a digital representation<br />
of the physical asset, process,<br />
or system, as well as the information<br />
that allows it to understand and<br />
model its performance by combining<br />
operational and IT information with<br />
engineering (modeling) data. Digital<br />
twin models can help organize data<br />
and align it into interoperable formats<br />
so that it can be used to optimize asset<br />
performance and reliability. This<br />
is done by replicating the behavior of<br />
the physical system or asset so that<br />
any change in the physical is instantly<br />
updated within the digital.<br />
Digital Twin<br />
Requirements:<br />
1. A digital twin is a digital representation<br />
of a physical asset,<br />
process, or system, as well as<br />
the engineering information<br />
that allows us to understand<br />
and model performance<br />
2. Typically, a digital twin can<br />
be continuously synchronized<br />
from multiple sources, including<br />
sensors and continuous<br />
surveying, to represent its near<br />
real-time status, working condition,<br />
or position.<br />
3. A digital twin enables users<br />
to visualize the asset, check<br />
status, perform analysis, and<br />
generate insights in order to<br />
predict and optimize asset performance.<br />
This real-time updating proves that<br />
a digital twin should be more than just<br />
a standard 3D model used as a visualization<br />
tool. The digital twin should be<br />
“living and evergreen” and from which<br />
business value and critical decisions are<br />
directly made.<br />
Digital twins are realistic digital representations<br />
of physical things. They unlock<br />
value by enabling improved insights<br />
that support better decisions, leading to<br />
better outcomes in the physical world.<br />
There are many benefits and advantages<br />
a digital twin can provide that affect the<br />
whole organization. These can include:<br />
• Maintaining immersive visualization<br />
for comprehensive and continuous<br />
design, asset information,<br />
and performance on new or existing<br />
assets with virtual representative<br />
models to support effective<br />
decision making and optimize<br />
business outcomes across the en-<br />
Drill into 3D models and meshes<br />
to access comprehensive asset<br />
information in context, enabling<br />
superior decision support.<br />
8 maintworld 3/<strong>2019</strong>
RESEARCH AND DEVELOPMENT<br />
tire lifecycle from design and build<br />
stages to operate and maintain<br />
• Gathering and displaying real-time<br />
data feeds from sensors in an operational<br />
asset to know the exact<br />
state and condition, regardless of<br />
location<br />
• Utilizing digital twins on all lifecycle<br />
stages of the asset, from the<br />
design stage to the monitoring of<br />
safety equipment on rigs, such as<br />
drills or pipelines, or model drilling<br />
and extractions to determine<br />
whether virtual equipment designs<br />
are possible or not<br />
• Improving operational and asset<br />
performance<br />
• Improving engineering and maintenance<br />
efficiency by reducing<br />
need for on-site visits<br />
• Improving training and reduced<br />
time to train, especially with augmented<br />
reality<br />
• Detecting early signs of equipment<br />
failure or degradation and moving<br />
from reactive to proactive maintenance<br />
through IoT enablement<br />
• Consolidating multiple sources of<br />
data, and then proactively planning<br />
and implementing corrective<br />
maintenance actions before costly<br />
failures and downtime occurs<br />
Central to any successful digital twin<br />
is an open, connected data environment<br />
– this means the physical world<br />
is directly connected to the digital, e.g.<br />
combining operational technology (OT)<br />
data from sensors, data historians, etc.,<br />
in one common environment. Key to<br />
connectivity is a set of cloud-provisioned<br />
or on-premises services that support<br />
digital context, digital components, and<br />
digital workflows, what Bentley refers<br />
to as a connected data environment.<br />
This means you can manage and access<br />
consistent, trusted, and accurate information,<br />
while sharing the benefits of an<br />
DIGITAL TWINS ARE TAKING CENTRE STAGE AND ADVANCING<br />
RAPIDLY BEYOND BUILDING INFORMATION MODELING (BIM).<br />
open, integrated, and connected framework<br />
to enable collaboration, improve<br />
decision making, and deliver better<br />
project outcomes and better performing<br />
assets.<br />
Use across greenfield and<br />
brownfield sites<br />
For greenfield sites, it would be ideal to<br />
create a digital twin to maintain an accurate,<br />
up-to-date, accessible picture<br />
throughout the lifecycle to reduce time<br />
to operational readiness and influence<br />
time-to-market. Bentley’s PlantSight<br />
solution is the ideal tool for greenfield<br />
sites because it takes all your plant and<br />
process information together, contextualizes<br />
it, validates it, and visualizes it<br />
– transforming raw data into a complete<br />
digital twin.<br />
For brownfield sites with aging assets,<br />
such as those found within the oil,<br />
gas, and energy industry, assets can be<br />
between 20 to 40 years old or more. So,<br />
how can a digital twin help assets that<br />
are nearing end-of-life or are working<br />
beyond their estimated designed life?<br />
Digital twins can still be applied to older<br />
assets to gain the same benefits across<br />
their remaining life, extending their remaining<br />
life safely and reliably by applying<br />
risk-based and reliability-centered<br />
methodologies. Into the decommissioning<br />
phase, the same rigor is required to<br />
maintain information integrity as when<br />
the asset was operational.<br />
Even if your starting point is operations<br />
and you don’t have a 3D model,<br />
Bentley’s ContextCapture can provide<br />
reality meshes for existing and under<br />
construction assets to provide accurate<br />
visualization and up-to-date conditions.<br />
The ease with which this twin can be<br />
updated during operation or modified<br />
during projects supports the need for<br />
increased flexibility and adaptability.<br />
The seamless and ongoing integration<br />
of process engineering, maintenance,<br />
3D representation, and operational<br />
performance information, speeds up<br />
and supports continuous improvement<br />
and thereby efficiency, sustainability,<br />
and return on asset investment. Owneroperators<br />
can combine the solution<br />
with asset management best practices to<br />
improve useful life and asset value, with<br />
Bentley’s AssetWise ALIM solution. The<br />
digital twin makes it easier to engineer<br />
for safety and compliance and verify the<br />
as-built and as-maintained facility.<br />
An Immersive Experience<br />
The word “immersive”, when relating<br />
to a computer display or system, means<br />
generating a three-dimensional image<br />
that appears to surround the user. While<br />
digital twins can use 3D models to provide<br />
context and more visibility of the<br />
physical object, the next evolutionary<br />
step is to create fully immersive digital<br />
operations, which could also incorporate<br />
virtual and augmented reality to<br />
create a fully immersive picture. To<br />
make a digital twin more relevant and<br />
beneficial than a simple 3D model, the<br />
digital engineering model needs to be<br />
combined with reality meshes, as well as<br />
be connected to various asset information<br />
sources that often reside in different<br />
departments within organizations.<br />
The ability to see through the eyes of<br />
operators in the field in real-time using<br />
reality meshes has become feasible with<br />
technology advancements from organizations<br />
like Bentley.<br />
While mobility, cloud services, the<br />
Industrial Internet of Things (IIoT), automated<br />
processes, and analytics are the<br />
core digitalization ingredients, for a fully<br />
3/<strong>2019</strong> maintworld 9
RESEARCH AND DEVELOPMENT<br />
Bentley’s<br />
PlantSight<br />
offers the<br />
complete<br />
digital twin<br />
solution for<br />
the process<br />
industry,<br />
combining<br />
plant data and<br />
information in<br />
a rich, visual<br />
environment.<br />
immersive experience, a mix of realities<br />
like augmented and virtual, and an open<br />
modeling network, must be implemented<br />
to realize immersive operations. To<br />
make this successful, all the initiatives<br />
must be connected and communicate to<br />
each other in a single environment.<br />
A leading independent design firm<br />
serving the oil and gas industry in southern<br />
Russia, LLC Volgogradnefteproekt<br />
was retained to deliver an as-built<br />
3D digital model for the seven platforms<br />
commissioned for the Vladimir<br />
Filanovsky offshore field in the Caspian<br />
Sea. As an example, LLC Volgogradnefteproekt<br />
reduced their annual operations<br />
costs by 30% by implementing a<br />
connected data environment to facilitate<br />
the management of their critical<br />
information and 3D engineering data.<br />
This helped them speed up search and<br />
data exchange, coordinate document<br />
management, and reduce human errors<br />
significantly.<br />
10 maintworld 3/<strong>2019</strong><br />
Some industrial infrastructure organizations<br />
are notorious for isolating<br />
their own technologies, applications, and<br />
processes, with little or no interaction<br />
between other parties. This culture is<br />
slowly changing, and it is why companies<br />
like Bentley are focused on an open connected<br />
data environment so that all data<br />
is trustworthy, reliable, accessible, and<br />
shared among all relevant stakeholders.<br />
Digital twins are at the heart<br />
of digitalization and digital<br />
transformation<br />
Digital twins are taking centre stage and<br />
advancing rapidly beyond building information<br />
modeling (BIM), enabling assetcentric<br />
organizations to converge their<br />
engineering technologies, operational<br />
technologies, and information technologies<br />
into a portal or augmented/immersive<br />
experiences. With the application of<br />
artificial intelligence (AI) and machine<br />
learning (ML), immersive digital operations<br />
will provide analytics visibility and<br />
insights to enhance the effectiveness of<br />
operations staff and help them anticipate<br />
and head off issues before they arise<br />
and react more quickly with confidence.<br />
The true benefit of digital twins can<br />
be seen when all aspects of an asset, such<br />
as design, real-time processes, and data,<br />
are optimized together over its lifetime.<br />
Infrastructure projects require a digital<br />
transformation, with a solution such as<br />
the digital twin at the heart of it, to succeed.<br />
Digital twins should be looked at<br />
as an enabler of the move toward digitalization.<br />
To be successful, companies<br />
must adopt an agile approach to developing<br />
digital twins that can start off<br />
small and then be scaled upwards and<br />
delivered to the end-users in a timely<br />
manner, leading to the overall improvement<br />
of performance, safety, and risk<br />
that go toward achieving operational<br />
excellence.
RELIABILITY<br />
It is well known<br />
that businesses can<br />
achieve superior<br />
results if their assets<br />
are more reliable and<br />
achieve higher levels<br />
of performance. It is<br />
also well known that<br />
an initiative that seeks<br />
to improve reliability<br />
will include an endless<br />
array of “obvious<br />
elements” (condition<br />
monitoring, precision<br />
lubrication, planning<br />
and scheduling, risk<br />
analysis, and so on,<br />
and so forth).<br />
The Art of Reliability<br />
(and Performance) Improvement<br />
WHAT ISN’T AS WELL KNOWN is how<br />
you implement the program to achieve<br />
optimal results, and how you gain, and<br />
retain, support from senior management,<br />
the plant-floor, and everyone in<br />
between.<br />
The author would contend that there<br />
are essential elements that must be<br />
included in a program if it is to be successful.<br />
Foundational elements<br />
Let’s start with the foundational elements<br />
which must be present for the program<br />
to have any chance of succeeding.<br />
VALUE: The program must be based<br />
on a solid understanding of how the program<br />
delivers value to the organization.<br />
Every task performed must be aligned<br />
with the goals of the organization. And<br />
those goals must be constantly reviewed<br />
as business conditions change. If there is<br />
JASON TRANTER,<br />
ARP-III, CMRP<br />
Mobius Institute<br />
A RELIABLE PLANT REQUIRES<br />
DISCIPLINE.<br />
a strong business case, we will win senior<br />
management support; without it the<br />
program will not succeed.<br />
STRATEGY: There must be a strategy<br />
and the strategy must include tactics.<br />
We can’t blindly wander towards the<br />
“reliable plant”, and we can’t randomly<br />
implement those “obvious elements”.<br />
Many have tried; most have failed.<br />
PEOPLE: Our value proposition will<br />
win the support of senior management.<br />
With the support of senior management,<br />
we can win the support of the people<br />
working in the organization. If we don’t<br />
win their support, the program can’t be<br />
truly successful. We need skilled, motivated<br />
people who contribute to the program,<br />
with everyone understanding how<br />
they personally benefit.<br />
Cycle of reliability<br />
With a solid base of value, strategy, and<br />
support of the people, we can build a continual<br />
cycle of reliability improvement.<br />
DISCIPLINE: A reliable plant requires<br />
discipline. There should be one way to<br />
perform every task and every task must<br />
be performed one way. Discipline starts<br />
with accurate information (master asset<br />
list and bill of materials), a management<br />
of change process, accurate spares data-<br />
12 maintworld 3/<strong>2019</strong>
RELIABILITY<br />
base, workflow diagrams and procedures<br />
(work and operational), all documented<br />
in a functioning computerized maintenance<br />
management system CMMS to<br />
manage it all. Work must be performed<br />
with precision, and a QA/QC process will<br />
catch any mistakes.<br />
CARE: Our disciplined processes will<br />
set up our equipment for success. Now<br />
we must care for their equipment while<br />
it is operated. It should be clean, tight,<br />
smooth, calibrated, and correctly lubricated.<br />
It should be operated per the<br />
standard operating procedures, within<br />
the integrity operating windows. We<br />
will also care for our spares, and utilize<br />
condition monitoring to detect the root<br />
causes of failure.<br />
ANALYTICS: Our actions will be driven<br />
by data. Financial and reliability data<br />
will set our priorities. Asset health data<br />
will drive our maintenance actions. Performance<br />
data will guide our operational<br />
decisions. And strategic KPIs will reveal<br />
opportunities for improvement. Where<br />
possible, we will utilize machine learning,<br />
big data, and IIoT to deliver actionable<br />
information at heightened levels of<br />
speed, intelligence, and efficiency.<br />
OPTIMIZE: Continual improvement,<br />
driven by data, will ensure a program<br />
always delivers maximum value. We cannot<br />
set and forget our program.<br />
Asset lifecycle<br />
We must also consider the lifecycle of<br />
the equipment.<br />
ACQUIRE: We must stop importing<br />
trouble into our plant. Our project<br />
management, design, and procurement<br />
processes must seek to achieve<br />
the lowest total cost of ownership by<br />
prioritizing maintainability, safety,<br />
and availability. And to make absolutely<br />
sure that new and overhauled equipment<br />
are fit for our reliable plant, we<br />
will utilize utilize acceptance testing<br />
as QA/QC.<br />
EOL: When the assets reach their end<br />
of life, root cause failure analysis (RC-<br />
FA), supported by a Failure Reporting,<br />
Analysis, and Corrective Action<br />
System (FRACAS) will insure we do<br />
not repeat "avoidable" failures. We will<br />
also dispose of the asset with minimal<br />
impact on the environment.<br />
Reactive maintenance<br />
cycle of doom<br />
There is one more element we must<br />
consider. Many plants attempting to<br />
improve reliability already suffer excessive<br />
reactive maintenance. The drain on<br />
resources, and our emotions, will never<br />
allow our program to succeed.<br />
CONTROL: We must add a phase that<br />
gains control of our maintenance practices<br />
so that we can focus on the elements<br />
within the cycle of reliability.<br />
Reliability illustrated<br />
Combining these essential elements, we<br />
have the key to reliability improvement.<br />
Ignore any one of these elements at your<br />
peril.<br />
While there is so much more that<br />
could be said about each of these topics,<br />
it is hoped this article will provide some<br />
guidance into what must be performed<br />
in order to overcome the common barriers<br />
to reliability success.<br />
3/<strong>2019</strong> maintworld 13
ASSET MANAGEMENT<br />
WE NEED TO TALK<br />
An Asset<br />
Management<br />
Intervention<br />
We need to talk. Has anything enjoyable ever followed those four little words? “We<br />
need to talk,” says your wife/husband/attorney/boss/tax preparer. How did that work<br />
out? The truth is, those people generally have our best interests at heart, even if the<br />
lead-in to their discussion causes our defensive shields to activate. The same is true<br />
with this article. You and I need to talk. The subject? An asset management intervention.<br />
THOMAS J. FURNIVAL,<br />
Director of<br />
Training Services,<br />
MARSHALL<br />
INSTITUTE, INC.<br />
This is an asset management intervention,<br />
which should tell you that you<br />
(and I) haven’t really been performing<br />
asset management correctly. It’s true,<br />
we haven’t been. When we see a family<br />
member heading down the wrong path,<br />
is our responsibility to intervene. You<br />
and I might not know each other, but we<br />
share a common bond. There is a good<br />
chance that you are a maintenance or<br />
reliability professional just like I am. I<br />
care about you. In a greater sense we’re<br />
family.<br />
So, as family, let me give it to you<br />
straight. There’s a new ISO standard<br />
making its slow cycle around the globe,<br />
ISO 55000 − Asset Management. Admittedly,<br />
this standard is slow-rolling<br />
through industry, but believe me, it is<br />
coming. In fact, for you, it may already<br />
be here. You just don’t know it. We need<br />
to be ready for its arrival.<br />
My intention is not to go into a deep<br />
dive on ISO 55000, but rather to introduce<br />
the idea of asset management and<br />
how, with an ISO standard to back us, we<br />
have another chance to reinvent our approach<br />
to maintaining capital equipment<br />
and ensuring that the company’s physical<br />
assets are cared for by everyone in the<br />
organization. Where did we go wrong in<br />
the past?<br />
Our first, and perhaps greatest (to<br />
date) opportunity to include everyone<br />
in asset care was the advent of Total<br />
Productive Maintenance (TPM). TPM<br />
is a phrase and methodology minted by<br />
Seiichi Nakajima, in Japan, in the early<br />
1970’s that made its way to the shores of<br />
the United States in the 1980’s. Interest-<br />
14 maintworld 3/<strong>2019</strong>
ASSET MANAGEMENT<br />
ISO 55000 IS NOT A MAINTENANCE PROGRAM. IN FACT, IT<br />
ISN’T WRITTEN FOR MAINTENANCE PEOPLE. I BELIEVE IT IS<br />
WRITTEN FOR THOSE OTHER GUYS.<br />
ingly, many of Nakajima’s foundational<br />
thoughts on the matter were formed<br />
while he served as an interpreter for the<br />
American industrialist George Smith,<br />
founder of Marshall Institute, Inc.<br />
While this isn’t necessarily an article<br />
on ISO 55000, it is definitely not a TPM<br />
article. However, it is important that<br />
we agree that TPM and ISO 55000 have<br />
more in common than they have differorder:<br />
making it a maintenance program,<br />
and failing to fully engage all of the<br />
stakeholders. These are exactly the same<br />
two things that will cause ISO 55000, or<br />
for that matter, any reliability continuous<br />
improvement effort, to fail. My colleague<br />
Steve Gowan says, “Show me an<br />
improvement process that failed, and I’ll<br />
show you a management team that lost<br />
interest.” He is so right.<br />
“We are All Responsible for<br />
Asset Reliability”<br />
The good news? ISO 55000 is not a<br />
maintenance program. In fact, it isn’t<br />
written for maintenance people. I believe<br />
it is written for those other guys.<br />
The genesis of this international standard<br />
is telling. The purpose of putting<br />
such a standard together in the first<br />
place is explained in the opening text of<br />
the ISO 55000 standard. Reading into<br />
the ‘official’ language of this international<br />
product, it is clear that the global<br />
community of standards entities felt it<br />
necessary to institutionalize the knowledge<br />
that the world possesses on such<br />
things.<br />
This isn’t a maintenance program.<br />
But, make no mistake, maintenance is<br />
involved. In fact, everyone is involved<br />
or certainly should be. The mandate<br />
from ISO is that all stakeholders are to<br />
be engaged in the development of the asset<br />
management approach. ISO 55000<br />
directs those adhering to this standard<br />
that an organization’s top management,<br />
employees and other stakeholders are<br />
the groups responsible for conceiving<br />
and executing what is referred to<br />
as “control activities.” These activities<br />
might include: policies, procedures, and<br />
performance measuring and monitoring<br />
techniques. Along with top management<br />
and employees, stakeholders can include:<br />
customers, government agencies,<br />
POSITIONING<br />
PROJECT<br />
PLANNING<br />
RFQ<br />
AWARD<br />
CONTRACT<br />
DESIGN<br />
BUILD<br />
INSTALL AND<br />
COMMISSIONS<br />
OPERATING LIFE CYCLE<br />
DISPOSAL<br />
TIME<br />
ences. In fact, I would counsel organizations<br />
that they shouldn’t lose heart if<br />
they’ve developed an outstanding TPM<br />
program. ISO 55000 will do nothing but<br />
enhance their efforts. But, if we failed<br />
at TPM, we might have similar trouble<br />
compelling others that ISO 55000 is different.<br />
What causes TPM to fail?<br />
There are exactly two things that<br />
will cause TPM to fail. They are, in this<br />
the community at large, and vendors:<br />
essentially anyone that has an interest in<br />
the company being successful.<br />
This mandate of engagement is the<br />
first element that gives me a sense that<br />
this process is different from but can<br />
complement TPM. By insisting on engagement<br />
of those who might become<br />
the victim of a corporation’s asset strategy,<br />
the metaphorical tables are turned,<br />
3/<strong>2019</strong> maintworld 15
ASSET MANAGEMENT<br />
and people are not only encouraged<br />
to participate, but required to do<br />
so. TPM has a similar philosophy;<br />
we are all responsible for asset reliability.<br />
Care should be taken to avoid<br />
making this a maintenance program.<br />
The standard itself is meant to educate<br />
the masses. ISO 55000 lists the primary<br />
targets for the creation and deployment<br />
of the standard itself. Specifically:<br />
• All those engaged in determining<br />
how to improve the returned value<br />
for their company from their asset<br />
base (this means all assets, but we<br />
are focused on physical assets)<br />
• All those who create, execute,<br />
maintain, and improve an asset<br />
management system<br />
• All those who plan, design, implement<br />
and review the activities involved<br />
with asset management<br />
If you read that list again, you could<br />
see how an organization could accidently<br />
make the adoption of ISO 55000 a maintenance<br />
program.<br />
The second element that we should<br />
take heart in for our intervention is to<br />
ensure that those responsible for the<br />
execution of the activities, or as stated<br />
above, the “control activities,” are properly<br />
resourced to be successful. ISO<br />
55002 instructs organizations to develop<br />
these asset management plans for the<br />
purpose of defining the activities that<br />
will be implemented and the resources<br />
that will be used to meet the asset management<br />
objectives. And, those resources<br />
have to be ‘aware and competent.’<br />
FINANCING<br />
GROWTH<br />
ORGANIZATIONAL<br />
PLAN<br />
ORGANIZATIONAL<br />
OBJECTIVES<br />
ASSETS<br />
ASSETS<br />
MANAGEMENT<br />
POLICY<br />
SAMP<br />
STRUCTURE<br />
VISION<br />
MISSION<br />
There are three thoughts in that last<br />
paragraph that require further definition.<br />
I mentioned ISO 55002. ISO<br />
55000 is actually made up of three companion<br />
standards: 55000, 55001, and<br />
55002. They build on each other like<br />
Russian nesting dolls. I’d recommend an<br />
investment in each. Control activities<br />
are essentially the very foundational activities<br />
that each organization executes<br />
in the care strategy of their assets: PM/<br />
PdM, planning, scheduling, work management,<br />
storeroom control, KPIs and<br />
metrics, etc. The last thought is the idea<br />
of asset management objectives. I want<br />
to expand on this by illustration.<br />
The figure below is meant to show<br />
the entire life cycle of a physical asset<br />
from concept to grave. Give this some<br />
thought.<br />
What exactly is your company’s objective<br />
towards each phase of the asset’s<br />
physical life? It needs to be noted that<br />
the asset’s life does not necessarily end<br />
when your organization is done with it.<br />
No, not at all. The asset could have value<br />
at another location. Understanding this<br />
leads to the crux of asset management.<br />
To what end are we managing assets?<br />
We are managing assets to ensure that<br />
the asset, through the various phases of<br />
its life, can continue to provide ‘value’ to<br />
the organization. This, of course, is predicated<br />
on our ability to determine what<br />
‘value’ means to our organization in<br />
terms of the return on asset utilization.<br />
This last point is where the intervention<br />
takes its initial shape. I feel that organizations<br />
have failed in clearly defining<br />
how utilization, continued reliability,<br />
and availability of the asset contributes<br />
to the value that organizations seek from<br />
their assets. It is the responsibility of top<br />
leadership to translate their organizational<br />
objectives into an asset management<br />
policy. This translation takes place<br />
in the SAMP, or Strategic Asset Management<br />
Plan. The figure below helps to<br />
illustrate this interchange.<br />
You’ve no doubt noticed the ‘Asset’<br />
block between ‘Organizational Objectives”<br />
and the ‘Asset Management Policy.’<br />
This is the genius of ISO 55000 and<br />
a detail we absolutely missed in adopting<br />
TPM. The Asset Management standards<br />
clearly stipulate that it is the responsibility<br />
of the organization to determine<br />
which physical assets, specifically, are<br />
to be included in the asset management<br />
plan. This is a critical point of distinction.<br />
Let this summary remind you of the<br />
path you need to walk going forward to<br />
have a better (asset) life:<br />
• Don’t make asset management a<br />
maintenance program<br />
• Engage all stakeholders<br />
• Resource those responsible for<br />
executing the control activities<br />
• Determine which assets really<br />
matter<br />
• Translate organizational objectives<br />
into an asset management policy<br />
This intervention is meant to shake<br />
you up and help you see the light and, in<br />
a sense, the error of your ways, in terms<br />
of asset management. I do this because<br />
I care. Please reach out if you feel ‘we<br />
need to talk.’<br />
16 maintworld 3/<strong>2019</strong>
Data Collector<br />
Detect, Measure, Analyze<br />
Ultrasound and<br />
Vibration<br />
Ultrasound Soluons<br />
sdtultrasound.com<br />
Scalable<br />
Multi-technology<br />
Multi-platform<br />
UAS4.0<br />
Analysis Software<br />
APPLICATIONS<br />
MECHANICAL<br />
Detect defects in<br />
any mechanical<br />
system.<br />
LEAKS<br />
Find pressure and<br />
vacuum leaks in<br />
noisy conditions.<br />
LUBRICATION<br />
Avoid over/under<br />
lubrication. Grease<br />
bearings right.<br />
ELECTRICAL<br />
Inspect medium and<br />
high voltage systems<br />
for arcing, tracking<br />
and corona.<br />
VALVES<br />
Assess valve<br />
tightness and<br />
function<br />
STEAM<br />
Find faulty steam<br />
traps and leaking<br />
components.<br />
HYDRAULICS<br />
Troubleshoot any<br />
hydraulic system<br />
for passing and<br />
blockages.<br />
TIGHTNESS<br />
Determine the<br />
tightness of any<br />
enclosed volume.
PARTNER ARTICLE<br />
Multi-Device Driven<br />
MAINTENANCE<br />
Location: [Company X],<br />
Inc. Global Headquarters.<br />
Today is your first day on<br />
the job and you’ve just<br />
met the Buildings and<br />
Maintenance Supervisor,<br />
who has some words of<br />
wisdom.<br />
MELISSA TOPP,<br />
Senior Director of<br />
Global Marketing,<br />
ICONICS,<br />
melissa@iconics.com<br />
“WELCOME TO YOUR first day at [Company<br />
X], Inc. You came highly recommended<br />
as a skilled maintenance tech, so<br />
we’re sure you’ll catch on pretty quickly<br />
as to how we do things around here.<br />
“[Company X] is pretty much an<br />
ICONICS shop, meaning we prefer to<br />
use their solutions for a variety of applications,<br />
especially in maintenance and<br />
operations. They just came out with this<br />
great tool called CFSWorX. That’s ‘CFS’<br />
as in Connected Field Service. It’s meant<br />
to improve efficiency through intelligent<br />
scheduling and guaranteed notifications.<br />
Intelligent Scheduling<br />
“Notifications get triggered by events, like<br />
alarms or faults. CFSWorX, which, can<br />
work with most ERP, CRM, or directory<br />
services like Microsoft Dynamics 365,<br />
Teams, and Azure Active Directory, uses<br />
a customizable weighted scoring system<br />
to factor in each workers' schedule, availability,<br />
location, and skill level to determine<br />
which field worker is the best for the task.<br />
Then it delivers a notification to the selected<br />
field worker’s mobile device for immediate<br />
action.<br />
“Imagine a job ticket was created for<br />
one of [Company X’s] nearby facilities.<br />
CFSWorX’ advanced algorithm then helps<br />
determine the best person for the job. Let’s<br />
say that’s Sam over there. Sam would get<br />
a notification on his mobile device. When<br />
Sam gets the notification, he can then either<br />
acknowledge it, snooze the issue for a<br />
certain amount of time, or pass it along to<br />
the next person.<br />
“For this part, we’ll say that Sam is on his<br />
way to another site, so he opts to pass it on.<br />
CFSWorX’ algorithm kicks back in to determine<br />
who the next best tech is. We’ll pretend<br />
it’s Martin over there. Martin gets the<br />
notification, acknowledges the assignment,<br />
and then heads out to fix the problem.<br />
Best Device? The One You<br />
Have With You<br />
“What device does [Company X] standardize<br />
on for maintenance personnel?<br />
The answer to that is whatever device<br />
gets the job done!<br />
“Some of the people who’ve been in<br />
the department awhile work out of a<br />
central control room. Susan over there is<br />
able to monitor incoming faults through<br />
a desktop PC. ICONICS has a product<br />
called GENESIS64 where the displays<br />
can be created then viewed just about<br />
anywhere. I’ve seen some of our crew<br />
on jobs with laptops, tablets, and smartphones,<br />
and they’re running ICONICS’<br />
MobileHMI product. Same KPIs and<br />
data; just in a different form factor. It<br />
all comes down to having the right info<br />
when and where you need it, right?<br />
18 maintworld 3/<strong>2019</strong>
PARTNER ARTICLE<br />
“The other day, I saw some of the<br />
maintenance crew trying out some<br />
Augmented Reality devices. There was<br />
a Microsoft HoloLens and a RealWear<br />
HMT-1. I tried on the HoloLens and it<br />
was pretty interesting. ICONICS created<br />
a holographic machine interface for<br />
it. I looked at one of our machines and,<br />
right in front of my eyes, I could see all<br />
these options like opening the machine<br />
schematics in 3D, or a video demonstrating<br />
one of the repair techniques, or some<br />
of the related documentation. All that,<br />
while I could still keep my hands free to<br />
do any actual repair.<br />
“I tried on the RealWear one, which<br />
features entirely voice-driven navigation,<br />
and it also had ICONICS software<br />
running on it. As I worked through a<br />
simulated training scenario, one for a<br />
type of equipment with which I haven’t<br />
had too much experience yet, it gave me<br />
an option to contact a ‘Remote Expert’.<br />
I chose it and it connected me to Susan!<br />
She laughed and said if I were out on an<br />
actual job, that she, or any other remote<br />
expert, would then be able to see what<br />
I was seeing and help guide me through<br />
the repair process.<br />
Hands (Wrists) and Voices<br />
“Sounds amazing, right? Using ICON-<br />
ICS has really kept us on the cutting edge<br />
of tech. I’ve seen some of the crew with<br />
smart watches recently and ICONICS<br />
has even created a tie-in to those with<br />
its KPIWorX tool, as long as you have an<br />
Apple Watch Series 2 or newer. It ties in<br />
with GPS and beacon location services,<br />
TODAY IS YOUR FIRST DAY ON THE<br />
JOB AND YOU’VE JUST MET THE<br />
BUILDINGS AND MAINTENANCE<br />
SUPERVISOR, WHO HAS SOME<br />
WORDS OF WISDOM.<br />
too, so it can give you ‘location-aware’<br />
KPIs and data, which is really helpful<br />
when you’re out on a call.<br />
“And have you seen, or better yet,<br />
have you heard these smart speakers<br />
yet? Alexa? Cortana? The Google Assistant?<br />
I’ve seen them in some of my<br />
friends’ houses but just like what happens<br />
most of the time, the technology<br />
sooner or later makes it to the shop<br />
floor. And, yes, ICONICS did something<br />
with that too. Just like they did with the<br />
‘holographic machine interface’, they<br />
created a ‘voice machine interface’.<br />
“While the other interfaces are understandably<br />
visual, the voice interface<br />
lets you give a smart speaker (or other<br />
device running Amazon Alexa, Microsoft<br />
Cortana, or Google Assistant) a<br />
voice command to, say, monitor a system<br />
or process status, or control equipment<br />
or devices, or analyze specific KPIs.<br />
“Here’s an example. You could say ‘Alexa.<br />
What is the current voltage of this<br />
chiller compressor?’ and she could reply<br />
back, ‘The current voltage of this chiller<br />
compressor is 200 volts at 50 hertz’.<br />
Again, it’s pretty useful to be able to get<br />
that info with just your voice when you<br />
have your hands busy with tools inside<br />
open equipment.<br />
“I guess it’s pretty easy to tell that I’ve<br />
had some experience with ICONICS<br />
software. I’m glad that [Company X]<br />
continues to consider them, especially<br />
for our Maintenance Team. I haven’t<br />
even mentioned FDDWorX yet. Or their<br />
geo-SCADA capabilities. Or… Anyway,<br />
suffice to say, when it comes to new<br />
technology and the software to best<br />
adapt it for maintenance applications,<br />
ICONICS is the way to go. Just remember<br />
that, and you’ll do fine around here.<br />
Oh, and almost forgot, make sure you<br />
introduce yourself to Susan.”<br />
3/<strong>2019</strong> maintworld 19
CASE STUDY<br />
Slow Speed<br />
Bearing Inspection<br />
with Ultrasound<br />
Vibration analysis has long been the instrument of choice to use for bearings and<br />
other rotating equipment. More commonly, ultrasound is being used in conjunction<br />
with vibration analysis to help technicians confirm the condition of mechanical assets.<br />
CHRISTOPHER<br />
HALLUM,<br />
Regional Manager<br />
UK & Ireland,<br />
chrish@uesystems.com<br />
BECAUSE OF the versatility of ultrasound,<br />
if a facility does not have a robust vibration<br />
analysis program in place, ultrasound<br />
can be implemented to detect early<br />
stage bearing failures, as well as other<br />
issues. If the vibration analysis is performed<br />
by an outside service provider on<br />
a quarterly or monthly basis, ultrasound<br />
can be used during the interim. This will<br />
help the facility to know the condition of<br />
some of the more critical assets prior to<br />
the service provider entering the facility;<br />
therefore, the service provider’s time<br />
can be used more efficiently because the<br />
plant knows if there are any prominent<br />
problems with the assets that are being<br />
monitored by ultrasound. The service<br />
provider can then prioritise based off the<br />
ultrasound findings.<br />
Another scenario in which ultrasound<br />
may be used first over vibration analysis<br />
is with the monitoring of slow speed<br />
bearings. Slow speed bearing monitoring<br />
with ultrasound is easier than you<br />
might think. Because most high-end<br />
ultrasound instruments have a wide<br />
sensitivity range and frequency tuning, it<br />
is possible to listen to the acoustic quality<br />
of the bearing, especially at slower<br />
speeds. In extreme slow speed bearing<br />
applications (usually less than 25rpm),<br />
the bearing will produce little to no ultrasonic<br />
noise.<br />
20 maintworld 3/<strong>2019</strong>
CASE STUDY<br />
Sound Spectrum of the damaged bearing, where the peaks in amplitude<br />
give the inspector a clear sign of damage.<br />
It was also noticeable that one of the rollers<br />
had moved 90 degrees. The cage had<br />
been totally damaged too.<br />
Sound Spectrum of a “good”<br />
bearing. Very uniform and no<br />
changes in amplitude.<br />
In that case, it is important to not only<br />
listen to the sound of the bearing, but<br />
more importantly to analyse the recorded<br />
ultrasound sound file in a spectrum<br />
analysis software, focusing on the time<br />
wave form to see if there are any anomalies<br />
present. If “crackling” or “popping”<br />
sounds are present, then there is some<br />
indication of a deformity occurring. In<br />
bearing speeds above 25rpm, it is possible<br />
to set a baseline decibel level and<br />
trend the associated decibel level readings<br />
over time.<br />
Using Ultrasound to Identify<br />
Oven Motor Bearing Failure<br />
An inspection with an ultrasound instrument<br />
was carried out on a site with<br />
a newly installed oven dryer. This was a<br />
large drum oven, about 20 meters long by<br />
5 meters wide. It was rotated by 4 large<br />
motors, each of them having two large<br />
sets of bearings. These motors rotate the<br />
oven and are rotating at a speed of around<br />
7-10 rpm. Meaning we are talking about<br />
a case of extreme slow speed bearings,<br />
which is usually a challenge to inspect.<br />
An ultrasonic instrument was used to<br />
inspect all bearings – almost all of them<br />
presented a nice and smooth sound and<br />
a 0dB reading, except for one. On one of<br />
the bearings from this set, the ultrasonic<br />
instrument was displaying 2dB instead of<br />
0. Also, the sound heard from the headphones<br />
was different: it was not smooth<br />
as in the other bearings and it presented<br />
a repetitive “knocking” sound. This gave<br />
the inspector an indication that something<br />
might have been wrong with this<br />
specific bearing.<br />
After the results from the ultrasonic<br />
inspection, a grease sample was taken to<br />
confirm if there was any damage on the<br />
bearing – in which case the grease sample<br />
would show metal contamination. The<br />
results from the grease analysis showed<br />
indeed the presence of metal particles,<br />
confirming the damage as indicated by<br />
the ultrasound instrument.<br />
The next step was naturally scheduling<br />
an outage to replace the bearing,<br />
which was in a very bad condition as<br />
it can be seen in the image. Part of the<br />
outer race came away as it was opened.<br />
Ultrasound and Slow Speed<br />
Bearings – the Method<br />
As we can see, ultrasound technology is<br />
very useful when trying to monitor the<br />
condition of slow speed bearings, and an<br />
ultrasonic instrument/sensor is able to<br />
provide maintenance personnel with a<br />
warning of failure, even in extreme slow<br />
speeds like in this case.<br />
With bearings rotating at normal<br />
speeds, ultrasonic inspection can be<br />
performed by comparing changes in dB<br />
values, establishing that a bearing with<br />
a certain value above a decibel baseline<br />
will need lubrication or be already in a<br />
failure state, depending on how much<br />
decibels it is above the baseline.<br />
However, with slow speed bearings,<br />
comparing dB levels and establishing<br />
alarms is not enough: in many situations<br />
the difference in the dB levels will not<br />
be significant or even non-existent, in<br />
which case the inspector might think<br />
there is nothing wrong with it.<br />
For slow speed bearings, one must<br />
rely on the sound quality and the sound<br />
pattern. For this, it is necessary to use an<br />
ultrasonic instrument with sound recording<br />
capabilities, like the Ultraprobe 15000,<br />
and then analyse the sound file on a sound<br />
spectrum analysis software like the Spectralyzer<br />
from UE Systems. Then, maintenance<br />
professionals can simply record the<br />
sound produced by a slow-speed bearing,<br />
load the file in Spectralyzer and analyse it<br />
in the Time Series view.<br />
The spectrum analysis of this oven<br />
motor bearing shows clearly where the<br />
roller at 90 degrees hits the crack as the<br />
knock stops briefly. Thus, the sound<br />
pattern indicates already an existing<br />
problem, being the most reliable source<br />
of information when determining the<br />
condition of a slow-speed bearing using<br />
ultrasound.<br />
On the other hand, the spectrum of a<br />
recorded sound from one of the “good”<br />
bearings shows a very different picture:<br />
a very uniform spectrum with almost no<br />
changes in the amplitude.<br />
This find has saved the company a significant<br />
amount of money, as it was necessary<br />
to get cranes in to replace such a<br />
big bearing, a job that took up to 6 hours.<br />
Luckily this was done during a planned<br />
outage, avoiding the costs of unplanned<br />
downtime.<br />
3/<strong>2019</strong> maintworld 21
PARTNER ARTICLE<br />
Globalization has contributed to the fact that<br />
modern economic contacts and alliances, as well<br />
as global goods and information streams are in<br />
communication and movement around the clock.<br />
Reduced<br />
Engineering by<br />
Standardized<br />
Data and Interfaces<br />
Text: Götz Görisch, VDW and<br />
Stefan Hoppe, OPC Foundation<br />
DESPITE THE DIFFICULTIES of building a<br />
strong, international network, the advantages<br />
of globalization for economic<br />
growth in numerous countries worldwide<br />
outweigh any challenges. Especially<br />
when the spoken language is already<br />
perceived as an obstacle because two<br />
partners come from different language<br />
backgrounds, M2M communication is<br />
even more effective.<br />
Connectivity is key for manufacturing<br />
in the 21st century. It means getting<br />
data in and out of devices and software<br />
systems – easy, secure and seamless. For<br />
the benefit of machine tool users and<br />
the machine tool industry itself, umati<br />
(universal machine tool interface) tackles<br />
this issue by setting an open standard<br />
throughout the world – based on OPC<br />
UA!<br />
UMATI SERVES TO EXPLOIT NEW<br />
POTENTIALS FOR MANUFACTURING OF<br />
THE FUTURE BY:<br />
• Simplifying the effort for machine<br />
tool connection to customerspecific<br />
IT infrastructures and<br />
ecosystems.<br />
• Reducing costs through faster<br />
realization of customer specific<br />
projects.<br />
umati relies on OPC UA as<br />
the global interoperability<br />
standard<br />
Creating a standard with global acceptance<br />
is a challenge. The standardization<br />
work takes place in the umati OPC<br />
UA joint working group with the OPC<br />
Foundation. This guarantees maximum<br />
transparency and the support of a strong<br />
global community.<br />
OPC UA AND THE OPC FOUNDATION<br />
• provide a framework for standardized<br />
communication (HOW to<br />
communicate)<br />
• allow focusing on defining WHAT<br />
is to be communicated (Companion<br />
Specifications)<br />
• include a global community for<br />
revising the standard<br />
• assist in global outreach by publishing<br />
the standard with no license<br />
fee.<br />
umati is success & adoption!<br />
110 machines and 28 software solutions<br />
from 70 companies out of 10 countries<br />
have been connected to the umati demo<br />
dashboard during the EMO<strong>2019</strong> Hanover<br />
– the world leading trade show for<br />
metal working.<br />
umati was created in 2018 in a joint<br />
effort by VDW, the German machine tool<br />
builders’ association, and 17 partners.<br />
umati is still under development.<br />
It aims to provide:<br />
1. an OPC UA Companion Specification<br />
to define globally applicable<br />
semantics for machine<br />
tools<br />
2. Communication Default<br />
Requirements for the implementation<br />
of an OPC UA<br />
environment (e.g., encryption,<br />
authentication, server settings<br />
(ports, protocols) to allow plugand-play<br />
connectivity between<br />
machines and software<br />
3. Quality Assurance through<br />
testing specifications and tools,<br />
certification, and serving as<br />
ombudsman for supplier-client<br />
disputes<br />
4. Marketing and a label for visibility<br />
in the market through a<br />
global community of machine<br />
builders, component suppliers,<br />
and added value services<br />
22 maintworld 3/<strong>2019</strong>
The<br />
The<br />
The Uptimization<br />
Uptimization Experts.<br />
Experts.<br />
What does<br />
DOWNTIME<br />
mean to you?<br />
marshallinstitute.com<br />
marshallinstitute.com
PARTNER ARTICLE<br />
Using Ultrasound for<br />
Electric Power Reliability<br />
ALLAN RIENSTRA,<br />
CRL, Director,<br />
Business Development,<br />
SDT International<br />
UNRELIABLE ELECTRIC SYSTEMS not only<br />
costs millions of euros in downtime and<br />
repairs, they also have the potential to<br />
maim and kill. Reliability leaders must<br />
remain focused on preserving both<br />
physical and human assets. Employees<br />
have the right to work in a safe work environment<br />
and return home unharmed.<br />
Ultrasound technology helps detect fault<br />
conditions that can lead to dangerous<br />
outages at their earliest stage. It should<br />
be a part of every strategic electrical asset<br />
management plan.<br />
What is Ultrasound?<br />
There are three categories of sound.<br />
Infrasound, Audible sound, and Ultrasound.<br />
When we speak about ultrasound<br />
we refer to sound which is above the<br />
range of human hearing. By technical<br />
definition that’s above 20kHz.<br />
The first characteristic is directionality.<br />
As we go higher in the frequency spectrum<br />
the energy and size of the sound<br />
pressure wave decreases. Its ability to<br />
travel through a medium over long distance<br />
diminishes. This helps us because<br />
the likelihood of two or more sound<br />
waves overlapping (competing) is less.<br />
It also helps us because high frequency<br />
sound waves cannot expand or spread<br />
through their medium.<br />
There are certain characteristics of<br />
ultrasound that make it advantageous<br />
for industrial condition monitoring.<br />
The second characteristic that makes<br />
ultrasound helpful is its stay at home<br />
mentality.<br />
It tends to stay where its created. This<br />
is great for us because we want a way to<br />
quickly identify and pinpoint its origin.<br />
Ut Owns the Apex<br />
of the P-F Curve<br />
Ultrasound is considered the first line of<br />
defense for finding defects that can lead<br />
to asset failure. The first signs of change<br />
in the operating condition of an asset are<br />
usually indicated in the ultrasound frequencies<br />
first. Only after the asset has progressed<br />
to a more severe stage of deterioration<br />
do other asset condition monitoring<br />
technologies begin to play a role. For planners<br />
and schedulers, having the largest<br />
window of opportunity possible to order<br />
parts, plan downtime and allocate labour<br />
represents a tremendous advantage.<br />
24 maintworld 3/<strong>2019</strong>
PARTNER ARTICLE<br />
F riction<br />
I mpacting<br />
T urbulence<br />
Heterodyne Principle<br />
Ultrasound instruments work on the<br />
principle of heterodyning. Ultrasound<br />
detectors detect high frequency sound<br />
pressure waves. Using a mixing filter,<br />
they translate those waves into representative<br />
signals that humans can<br />
comfortably hear. What is heard ultrasonically,<br />
is heard as a direct representation,<br />
audibly. Great detectors do so with<br />
crystal clear clarity and provide multiple<br />
indicators of condition.<br />
Ultrasound Is The First Line of Defence<br />
Ultrasound is a FIT<br />
Ultrasound can tell us how FIT our assets<br />
are. It is sensitive to defects that<br />
product Friction, Impacting, and Turbulence.<br />
This is the case for most every<br />
failure mode associated with any asset.<br />
So if you ever wonder where you can use<br />
ultrasound, ask yourself… does it produce<br />
Friction? Does it produce<br />
Impacting? Does it produce turbulent<br />
flow? If the answer is “YES”, then ultrasound<br />
is a FIT to find that defect.<br />
The Eight Application Pillars<br />
Ultrasound is widely considered by most<br />
reliability leaders to be the most versatile<br />
asset condition management technology.<br />
At SDT we identified the primary<br />
areas where ultrasound makes your life<br />
better and we define these as the 8 Application<br />
Pillars. They include: Mechanical,<br />
Leaks, Lubrication, Electrical, Valves,<br />
Steam, Hydraulics and Tightness.<br />
3/<strong>2019</strong> maintworld 25
PARTNER ARTICLE<br />
What is Partial Discharge (PD)?<br />
Partial Discharge is a localized electrical<br />
discharge in an insulation system that<br />
does not completely bridge the electrodes.<br />
Partial Discharge (PD) is an atomic<br />
reaction which, due to the movement of<br />
electrons ionizes the air molecules and<br />
locations of high stress. This ionization<br />
phenomenon splits the oxygen molecule<br />
to form ozone and nitrous oxide which in<br />
their normal states are generally harmless.<br />
But when mixed with water vapour<br />
in the air, become corrosive.<br />
Where do we Find PD?<br />
There are many components in your<br />
electrical asset portfolio. Substation<br />
components where we want to be particularly<br />
diligent for PD include transformers,<br />
overhead infrastructure also<br />
referred to as transmission and distribution<br />
systems any joints or termination<br />
points on cables, breakers, bus sections,<br />
insulators, and surge arrestors in switchgear,<br />
and more.<br />
Why Test for Partial<br />
Discharge?<br />
In a word: Reliability. Actually, two<br />
words, reliability and safety, but reliability<br />
leaders know that the two go hand in<br />
hand. Reliable facilities are safe facilities.<br />
Electrical assets can never be managed<br />
with a run to failure strategy.<br />
Partial Discharge is an indication of<br />
a developing fault in medium and high<br />
voltage insulation and is widely regarded<br />
as the best early warning indicator of the<br />
deterioration of the insulation system. A<br />
weaker insulation system translates to a<br />
higher probability of failure.<br />
Testing for the presence of PD must<br />
take place throughout the life of the asset.<br />
During the design phase, directly<br />
after manufacturing as a quality control.<br />
During the installation and commission<br />
phase, and throughout the serviceable<br />
life of the asset.<br />
PD is Destructive<br />
It directly destroys all organic insulation<br />
materials and produces by products that<br />
form aggressive chemicals which can attack<br />
both insulation and conductors. The<br />
end result of PD is a full discharge (complete<br />
failure) of the insulation system.<br />
What are the Consequences?<br />
Insulation in some electrical equipment<br />
is designed to be resistant to partial<br />
discharge, but… Switchgear is designed<br />
to be PD free so switchgear insulation<br />
is NOT PD resistant. When PD occurs<br />
in switchgear it is because of a defect.<br />
Early detection allows relatively quick<br />
and easy repair. But if it is not detected…<br />
and eliminated it will eventually bridge<br />
the insultation and result in an Arc Discharge.<br />
Arcing and in some instances<br />
partial arcing, is the flow of electricity<br />
through the air from one conductor to<br />
another object, which conducts electricity.<br />
It is a rapid expansion of gas, causes<br />
fires and explosions, is extremely violent,<br />
generates extreme temperatures,<br />
and therefore the rapid destruction of all<br />
equipment connected.<br />
Human Safety<br />
A report published in Industrial Safety<br />
and Hygiene News estimated that, on<br />
average, there are 30,000 arc flash incidents<br />
every year. The report went on to<br />
estimate that those incidents resulted<br />
in average annual totals of 7,000 burn<br />
injuries, 2,000 hospitalizations, and 400<br />
fatalities per year. http://tyndaleusa.<br />
com/blog/2018/08/27/how-commonare-arc-flash-incidents/<br />
How Does Ultrasound Help?<br />
Ultrasound is a FIT for so many defects<br />
and electrical faults such as Partial<br />
Discharge are included because they<br />
produce Turbulence with peaks in the<br />
frequency range of 40kHz. Directional<br />
due to its high frequency, low energy<br />
26 maintworld 3/<strong>2019</strong>
PARTNER ARTICLE<br />
the amplitude, analyze the signal for<br />
diagnosis and compare the multiple defects’<br />
amplitudes using scalable data.<br />
Switchgear Panels<br />
In switch gear panels, with the presence<br />
of an electrical defect, the insides of the<br />
panel are flooded with ultrasound. The<br />
ultrasound, being small in wavelength,<br />
can pass through the tiniest of air paths<br />
making it easy to identify which panels<br />
need closer attention, and which to simply<br />
leave alone.<br />
ULTRASOUND IS WIDELY CONSIDERED BY RELIABILITY<br />
LEADERS TO BE THE MOST VERSATILE ASSET CONDITION<br />
MANAGEMENT TECHNOLOGY.<br />
characteristics means we can pinpoint<br />
the source quickly, and from a safe distance.<br />
Inspections can be performed in<br />
noisy facilities during peak production.<br />
Thanks to advancements in instruments,<br />
the ability to capture dynamic signals<br />
allows for deeper analysis of the fault.<br />
This allows inspectors to classify the root<br />
cause origin as either corona discharge,<br />
tracking discharge, or arcing discharge.<br />
Advanced ultrasound detectors allow<br />
inspectors to record the sound, measure<br />
Final Thoughts<br />
Discharge is more common than we like<br />
to believe. There are ready technologies<br />
available that help to not only reduce the<br />
risk of arc flash exposure but also simultaneously<br />
enhance the overall reliability<br />
of the electrical system. Its really a winwin<br />
for safety and reliability. There are a<br />
few technologies available, but some are<br />
better than others. Some are suited for a<br />
particular purpose. It’s a case of choosing<br />
the right technology, for the right<br />
applications, on the right components,<br />
on the right situation. When compared,<br />
ultrasound seems to be the most practical,<br />
simple, comprehensive, and costeffective.<br />
Ultrasound should be your first line<br />
of defense technology to build out your<br />
overall electrical condition monitoring<br />
and analysis strategy.<br />
3/<strong>2019</strong> maintworld 27
ASSET MANAGEMENT<br />
What are the 10 fundamentals<br />
to improve maintenance<br />
in your organisation? The<br />
question seems trivial, but<br />
when you stop to think<br />
about it more closely,<br />
you will quickly end up<br />
with a list that is much<br />
longer than anticipated.<br />
PETER DECAIGNY,<br />
Partner of Mainnovation<br />
10 basics to improve<br />
MAINTENANCE<br />
in your organisation<br />
Creating Value with Maintenance & Asset Management<br />
NETHERLANDS-BASED consultancy consulting group Mainnovation.<br />
wanted to find an answer to the question. In the<br />
beginning of July <strong>2019</strong>, the Belgium Maintenance Association<br />
BEMAS organised three afternoon study sessions about the<br />
10 basics for the technical department. At the event, Mainnovation<br />
together with more than 60 other professionals from<br />
the field of Maintenance & Asset Management discussed and<br />
ranked the themes marking three out of ten propositions with<br />
a high amount of interest.<br />
The themes were assessed by indicating if they were: Totally<br />
agreeing – Agreeing – Neutral – Not agreeing – Totally<br />
disagreeing with the 10 propositions around the 10 basics.<br />
So, what were the 10 basics<br />
for the Technical Department?<br />
Here they are listed and briefly explained:<br />
1.WE SPEAK THE LANGUAGE OF THE BOARDROOM<br />
The maintenance manager or the head of the technical department<br />
communicates with the direction about Maintenance &<br />
Asset Management by explaining everything in terms of value.<br />
Here is a clear picture of what the “dominant value driver” is<br />
and we keep maintenance from being seen in terms of pure cost.<br />
2.WE CLOSE THE PDCA LOOPS IN ALL PROCESSES<br />
(PDCA: PLAN – DO – ACT – CHECK)<br />
We are used to looking at everything through the “continuous<br />
improvement lens”. We are critical and constantly ask<br />
ourselves, how we can do business better in the future. We<br />
do this for technical as well as organisational challenges. We<br />
also put in place improvements in a structured manner.<br />
3.WE ADJUST ON THE BASIS OF MAINTENANCE INDICATORS<br />
We use available data from our Enterprise Asset Management<br />
(EAM) system. Based on this, we develop several maintenance<br />
indicators and use them to make adjustments in a structured<br />
way. With these indicators, we adjust the content of the maintenance<br />
plans and processes, we amend the organisation and<br />
we optimise the supporting IT tools.<br />
4.WE HAVE AGREEMENTS ON URGENCIES: ALL URGENCIES ARE<br />
REAL “URGENCIES”<br />
When can we talk of a malfunction, or an actual “urgency”? Is<br />
it always clear for the applicant whether direct intervention is<br />
required or not? Who is well placed to make an assessment? Or<br />
do we leave it as is over the issue of the day?<br />
28 maintworld 3/<strong>2019</strong>
5.WE HAVE GOOD GATEKEEPING FOR WORK REQUESTS<br />
There are different types of work requests within maintenance.<br />
Plannable activities often result in a considerable<br />
workload. These activities, such as inspections, improvement<br />
proposals, and work for third parties are assessed in a gatekeeping<br />
discussion. On top of controlling the comprehensiveness<br />
of the question, we determine the priority and the<br />
corresponding execution date together with the applicant<br />
and the operator.<br />
6. THE WORK PREPARATION & PLANNING IS ELABORATED<br />
DOWN TO THE LAST DETAIL<br />
A good work preparation & planning is the driving force of<br />
an efficient working technical department. All plannable<br />
work is prepared in detail (the correct spare parts are ready;<br />
the special tools are reserved; instructions are written up;<br />
the permit is ready; there are clear agreements regarding the<br />
sequence, the required time, the team, the testing and the<br />
release of the installation; the required external suppliers are<br />
provided; etc.). That way, the technician can focus 100 percent<br />
on the execution of his or her tasks.<br />
7.WE ADJUST MAINTENANCE PLANS BASED ON FEEDBACK<br />
Maintenance plans must be addressed dynamically based on<br />
the changing situation (market, dominant value driver, etc.).<br />
But past performances are also an important source of data<br />
MANY MAINTENANCE ORGANISATIONS<br />
LIVE BY THE ISSUE OF THE DAY. AS A RESULT,<br />
A LOT OF PEOPLE ARE BUSY WITH SHORT-<br />
TERM PROBLEMS AND LITTLE ATTENTION<br />
IS PAID ON LONG-TERM GOALS.<br />
to adjust things. Based on the number of failures, the length<br />
of the failures and the cost that we spend on each installation,<br />
we improve the maintenance plans in a structured way.<br />
8.WE BRING ORDER TO THE TECHNICAL DEPARTMENT (TD)<br />
AND DIVIDE THE LT – MT – ST ACTIVITIES (LONG TERM –<br />
MEDIUM TERM – SHORT TERM)<br />
A lot of maintenance organisations live by the issue of the<br />
day. As a result, a lot of people are busy with short-term problems<br />
and little attention is paid on long-term goals. A clear<br />
structure with roles and functions that work on the long- and<br />
medium-term smooths things over in the organisation as well<br />
as ensures that we work towards a better future in a structured<br />
manner.<br />
9.WE EXCEL IN LUBRICATION-TECHNICAL-MAINTENANCE<br />
Lubrication maintenance is perhaps a strange theme to bring<br />
up in this list. On the other hand, this theme is a good indicator<br />
of the maturity in a maintenance. Lubrication is probably<br />
the oldest maintenance operation, however, it is still an area<br />
that can be improved drastically. Do we lubricate correctly,<br />
with the right frequency, with the right product? Do we stock<br />
the lubricants in the right way, etc.?
ASSET MANAGEMENT<br />
10.WE KEEP AN EYE ON THE CHANGE PROCESS IN THE<br />
TECHNICAL DEPARTMENT<br />
“Focus + Change” is the key to success. With “Focus”, we<br />
develop the right analysis and determine the points of<br />
improvement. On top of that, we also need “Change” to<br />
transform things in practice. If we want to manage actively<br />
the resistance to change, then we must work on acceptance<br />
and the corresponding project of change from day one. It<br />
is, therefore, an art to avoid the common pitfalls in change<br />
management.<br />
Out of the 10 fundamentals maintenance professionals<br />
were the most in agreement with the following themes,<br />
giving the highest scores to the following three topics:<br />
1. We have clear agreements on urgencies<br />
2. We speak the language of the boardroom<br />
3. We keep an eye on the change process in the technical<br />
department<br />
The themes with the lowest scores and, therefore, with a<br />
great potential for improvement were the following:<br />
1. We bring order to the TD and divide the LT – MT – ST<br />
activities<br />
2. The work preparation & Planning is elaborated down to<br />
the last detail<br />
3. We adjust maintenance plans based on feedback<br />
TOP PRIORITIES<br />
At the end of the afternoon study session, Mainnovation also<br />
asked the participants to indicate, which themes they would<br />
like to work on in their own organisation. Out of the 10 themes,<br />
eight were put on the improvement agenda by more than half<br />
of the participants, with the three following top priorities:<br />
• We want to give more attention to the change process in<br />
the technical department<br />
• We want to close the PDCA loops in all processes in a<br />
structured way<br />
• -We want to improve Gatekeeping for work requests<br />
Priority challenges that the participants want to meet<br />
Give more attention to change process<br />
Better closing of the PDCA loops<br />
Improve gatekeeping for reports<br />
0 10 20 30 40 50 60 70 80 90 100<br />
CONCLUSIONS:<br />
The theme “We want to give more attention to the change process<br />
in the technical department” and the additional change aspect<br />
was the theme with the highest score. Eighty-one percent of the<br />
participants see potential improvement here and would like to<br />
pay extra attention to this.<br />
Although maintenance professionals gave themselves a high<br />
score in terms of attention given to change process within the<br />
technical department at the beginning of the session, this subject<br />
received the highest priority to work on and to further improve.<br />
We also see this for our own customers at Mainnovation.<br />
“Keeping an eye on change” is a crucial theme in change processes.<br />
It is important here that all people in the organisation<br />
understand the need for change, that there is a shared vision of<br />
the future, and that we work with viable intermediate steps.<br />
Closing the “Plan – Do – Check – Act” loop is viewed as the second<br />
priority for the participants. In a lot of cases, the improvement<br />
circle is not closed today. There are a lot of ideas and good<br />
initiatives but measuring and adjusting is not always done.<br />
The third priority is gatekeeping, which is the assessment<br />
of plannable work requests. It is a crucial process to manage<br />
incoming workflow. Without a good gatekeeping, there is a<br />
high chance that the influx of work requests will influence the<br />
operational workflow so much that it will be difficult to keep a<br />
clear view of the important and priority works.<br />
With these 10 basics, everyone can make their own analysis<br />
of whether the themes are relevant to their organisation.<br />
Perhaps the Top 3 will help you to work on the foundation of a<br />
modern and proactive technical organisation.<br />
30 maintworld 3/<strong>2019</strong>
OPTIMIZE LUBRICATION<br />
& EXTEND BEARINGS<br />
LIFETIME<br />
An Ultrasound<br />
instrument is<br />
the perfect tool<br />
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UE Systems Europe - Windmolen 20, 7609 NN Almelo, The Netherlands<br />
T: +31 546 725 125 | E: info@uesystems.eu | W: www.uesystems.eu
PARTNER ARTICLE<br />
RELIABLE<br />
MACHINERY<br />
INSTALLATION<br />
“Reliable machinery<br />
installation” - it sounds like<br />
an obvious thing, don’t you<br />
agree? But where does<br />
reliability actually start?<br />
ROMAN MEGELA<br />
GAZDOVA<br />
Reliability engineer at<br />
EASY-LASER AB<br />
Soft foot<br />
Bent base frame<br />
Roman Megela<br />
Gazdova works as<br />
Reliability engineer at Easy-Laser<br />
AB. He has 20 years of experience in<br />
assembly, commissioning and service<br />
of gas compression systems all over<br />
the world, from Europe to Asia and<br />
USA, in all kind of industries: glass<br />
production, stainless steel production,<br />
oil and gas, oxygen, petrochemical,<br />
natural gas, biogas, hydrocarbons.<br />
He is now on a mission to teach<br />
good practice for reliable machinery<br />
installation.<br />
WE ALL KNOW that “the thing” starts<br />
with the design. The design stage<br />
decides what is going to be installed.<br />
Which equipment, and where. But<br />
there is no decision of Who is going<br />
to perform the installation, and How<br />
it is going to be installed. Most of the<br />
time those two departments are not<br />
cooperating, especially if they don’t<br />
belong to the same organization. The<br />
installation teams must be involved in<br />
the design because they will provide<br />
their feedback for reliable machinery<br />
installation. They know exactly how<br />
the things work out there and how this<br />
needs to be done.<br />
“FLATNESS AND LEVELNESS”<br />
IS ONE OF THE MOST CRITICAL<br />
ISSUES WHEN IT COMES TO<br />
THE ASSEMBLY OF ROTATING<br />
MACHINERY.<br />
Every day I see on the social media<br />
tons of information regarding reliability<br />
maintenance, condition monitoring,<br />
sensors, cameras and all possible problem-solving<br />
technologies. All those technologies<br />
provide necessary information<br />
from our assets. Things we need to know<br />
in order to evaluate the condition of our<br />
assets. But what about the most crucial<br />
step? Machinery installation, anyone? I<br />
have been assembling and building skids<br />
and gas compression systems for gas and<br />
petrochemical industry for many years.<br />
My experience has shown me that “flatness<br />
and levelness” is one of the most<br />
critical issues when it comes to the assembly<br />
of rotating machinery.<br />
Designed for flatness and<br />
levelness<br />
All machinery is designed to work on a<br />
flat and levelled surface. Every manufac-<br />
32 maintworld 3/<strong>2019</strong>
PARTNER ARTICLE<br />
turer of pumps, compressors, blowers,<br />
electrical motors, gear boxes assume that<br />
their equipment is going to be installed<br />
correctly, meaning on flat and levelled<br />
surface. And they also provide their<br />
tolerances for this. There are standards<br />
for the installation, too. ANSI standards<br />
recommend foot flatness less than 0.4µ/<br />
mm [5 mils/ft]. And coplanarity less<br />
than 50µm/mm [2 mils] between the<br />
machines and their drives for machines<br />
up to 400kW or 500 HP. ISO standard<br />
for centrifugal pumps for petroleum,<br />
petrochemical and natural gas industries<br />
(ISO 13709:2009) say clearly that “Corresponding<br />
surfaces shall be in the same<br />
plane within 150µm/m”. That is 0,15mm<br />
per meter. Levelness has the tolerances<br />
less than 0,8 µm/mm [10 mils/ft]<br />
Flatness and levelness affect<br />
everything<br />
Checking the flatness of the foundation<br />
is essential. The foundation is the cornerstone<br />
for every single installation, irrespective<br />
of type. Mounting pads, soleplates,<br />
frames and tables. Everything you<br />
put on top of them is going to be affected.<br />
Flange misalignment<br />
When the flatness is out of tolerances all<br />
rotating equipment is affected. Soft foot,<br />
misalignment, machine casing stress,<br />
pipe flange misalignment, and many other<br />
causes. But I want to mention specifically<br />
one, and that is strain in the bearings.<br />
The bearing is designed to rotate<br />
using the oil film lubrication. According<br />
to Swedish bearing manufacturer SKF,<br />
a free running bearing with the proper<br />
lubrication will rotate to infinity. When<br />
the bearing is squeezed, the lubrication<br />
film is forced out and contact metal-tometal<br />
appear. Excess heat is generated,<br />
and your bearing is running into the<br />
failure. That simple. All other failures<br />
will be linked to it. And it often started<br />
with a flatness issue. Levelness is another<br />
factor affecting heavily the equipment.<br />
Vertically installed bearings carry<br />
on horizontal loads and if you change<br />
their gravity point, the lubrication will<br />
move out of their race way. If you have<br />
not proper lubrication film, there will<br />
be metal to metal contact. If you have<br />
splash lubrication in your machine, and<br />
you have unlevelled installation, you will<br />
move the oil away from the oil slinger.<br />
That will be End of the story.<br />
Why would you install your asset on<br />
bases which is not checked for proper<br />
flatness and levelness and face all the<br />
problems related to it? After reading this<br />
you can at least not claim “I didn’t know<br />
it was important...”
APPLICATION<br />
Preventative Maintenance<br />
Cannot Take a Summer Holiday<br />
Is your Preventative<br />
Maintenance Program on<br />
a summer holiday or does<br />
your team perform the<br />
critical essential care tasks<br />
year-round? An effective<br />
Preventative Maintenance<br />
program must be<br />
executed consistently<br />
regardless of the season!<br />
HERE IS A STORY from a process plant we<br />
have worked with over the last few years.<br />
During a meeting with the Leadership<br />
team, they agreed with us on the value<br />
of executing good Preventative Maintenance<br />
(PM). The Plant Manager responded,<br />
“We want to do all these things,<br />
but we don’t. Can you tell us why?”<br />
What we uncovered is that while the<br />
client was looking at all the newest technologies<br />
like IoT (internet of things),<br />
cloud-based data, and connecting smart<br />
devices with mobile apps they were not<br />
doing the basic processes of Essential<br />
OWE FORSBERG,<br />
Senior Management<br />
Consultant with<br />
IDCON INC.<br />
Care and Condition Monitoring.<br />
Basic Essential Care processes include:<br />
cleaning, lubrication, alignment,<br />
balancing, mounting and operating<br />
procedures to name a few. Condition<br />
monitoring processes include: infrared<br />
(IR) measurements, vibration analysis,<br />
temperature readings, visual inspections<br />
and leak detection, more can be named<br />
but you get the idea.<br />
The client was not even using the<br />
simple tools to perform inspections – IR<br />
guns or vibration pens. How can their<br />
people be expected to use new technologies<br />
when they have not mastered the<br />
basics?<br />
If it is dirty – clean it!<br />
It is not a mystery that accumulated<br />
dirt and dust is the enemy of equipment<br />
– dirt and dust never take a holiday.<br />
Consistent cleaning improves safety,<br />
machine reliability and condition monitoring<br />
inspections.<br />
Let’s take for example that you find<br />
the temperature is rising on an AC motor.<br />
Taking a look at the motor, you see<br />
that it is very dirty. You know dirt can<br />
block the airflow, which will increase<br />
temperature and decrease the life of the<br />
motor.<br />
THE ROOT CAUSES OF THE RISING<br />
TEMPERATURE INCLUDED:<br />
1. No inspection (or poor inspection)<br />
– if the motor had been<br />
inspected properly, the inspector<br />
would have seen dirt was accumulating<br />
and had someone clean it.<br />
2. Lack of cleaning<br />
Since the motor’s condition was beyond<br />
dusting or vacuuming, it had to be<br />
cleaned during a shutdown.<br />
The question is “Why wasn’t it<br />
cleaned?” Do people not understand<br />
why cleaning is important or is it they do<br />
not understand how to do it? When you<br />
34 maintworld 3/<strong>2019</strong>
APPLICATION<br />
develop your PM strategy you need to<br />
decide who will do cleaning and how you<br />
will train them to do it. Training documents<br />
and reference guides should detail<br />
both the “Why” and “How” of cleaning<br />
equipment.<br />
Inspections<br />
Back to that client- when we looked at<br />
the inspection routes and PM work orders<br />
in place, we saw they put some good<br />
thoughts into documenting Essential<br />
Care and Condition Monitoring for some<br />
of the equipment. Still, there were many<br />
vague inspections such as, “Inspect<br />
motor”. One of the maintenance technicians<br />
showed us the PM work order and<br />
his written comments, “The motor is<br />
still there!” Humour is great, but details<br />
are needed on what to inspect, how and<br />
where to measure, and the acceptable<br />
range.<br />
Train people doing inspections to understand<br />
the principals of how the motor<br />
and coupling works, and the basic failure<br />
modes for key components like the bearings<br />
and the windings. Also, train them<br />
how to use the inspection tools. If you<br />
document and describe these inspection<br />
instructions on a PM route or a work<br />
order you will get consistent execution of<br />
your PM task.<br />
The maintenance department was<br />
focused on doing vibration analysis and<br />
electrical dynamic and static testing of<br />
larger AC motors. But they were still<br />
having issues with AC motor failures.<br />
We performed a Root Cause Problem<br />
DEFINITION:<br />
PREVENTATIVE MAINTENANCE.<br />
All maintenance done to prevent a<br />
failure (life extension) and detect a<br />
failure early (Condition Monitoring)<br />
before it impacts the process.<br />
Elimination investigation and found the<br />
failures were due to either over or under<br />
lubrication.<br />
Did they need to focus on detecting<br />
the bearing going bad before attempting<br />
to make sure the bearings had the right<br />
lubrication?<br />
Do PM’s on the AC motors as long as<br />
it is cost effective, i.e. Condition Based<br />
Maintenance costs less than Operate to<br />
Breakdown. Based on our PM evaluation<br />
we found the client should do both: the<br />
right lubricants, at the right time, the<br />
right amount, and have vibration analysis<br />
to provide both Essential Care and<br />
Condition Monitoring.<br />
As time passed with our assistance the<br />
client developed PM inspections with<br />
the right frequency, trained the inspectors,<br />
and executed them on time. The<br />
PM inspections generated quality work<br />
requests that were turned into work<br />
orders for Corrective Maintenance and<br />
was planned and executed according to<br />
the schedule.<br />
And they were making<br />
progress until…summer!<br />
During summer holiday we noticed<br />
the PM compliance went from over 90<br />
percent to less than 20 percent and this<br />
went on for several months after the<br />
vacation season ended. An effective PM<br />
program requires good processes, documentation,<br />
tools, and execution of task.<br />
The discipline to continue the program<br />
had not been anchored in our client’s organization.<br />
We determined that the leadership<br />
team in Operations and Maintenance<br />
needed to be more involved to<br />
ensure that processes are executed, and<br />
compliance is reported.<br />
Preventative Maintenance needs to<br />
be executed according to the schedule<br />
despite vacation season, deer hunting<br />
season, or moose hunting season. What<br />
season will decrease the efficiency of<br />
your PM program?<br />
PREVENTATIVE MAINTENANCE NEEDS TO BE EXECUTED<br />
ACCORDING TO THE SCHEDULE DESPITE VACATION SEASON,<br />
DEER HUNTING SEASON, OR MOOSE HUNTING SEASON.<br />
3/<strong>2019</strong> maintworld 35
RELIABILITY<br />
SHON ISENHOUR<br />
CMRP CAMA,<br />
Partner, Eruditio<br />
UNPLANNED<br />
FAILURE…<br />
AS I LOOK BACK over the many facilities<br />
and plants that I have visited over the<br />
years I have noted many examples of<br />
“best practice”, but there are only a few<br />
things that a few sites have effectively<br />
implemented. One of those is maintenance<br />
planning and then scheduling.<br />
Perhaps it is because it takes more<br />
discipline, more commitment, and more<br />
organizational understanding than<br />
many of the other tools that we have in<br />
our reliability toolbox. Maybe it is just<br />
a lack of training. Let us look at 3 key<br />
things you could implement as part of<br />
your reliability improvement efforts that<br />
will set your team up for a higher probability<br />
of success with your planning and<br />
then scheduling efforts.<br />
Start early with maintenance planning.<br />
Too many sites wait too late to get<br />
their planners on board and started on a<br />
planning task. It can be done very early<br />
because many of the activities are capable<br />
of being started well before the rest<br />
3 Things That Could Save<br />
Your Maintenance Planning<br />
Organization and Improve<br />
Reliability for Your Site<br />
of the organization becomes involved in<br />
reliability improvement efforts. Likely,<br />
only the most basic of tasks would need<br />
to be completed before planning kickoff.<br />
Of course, things like vision, mission,<br />
and communication planning would<br />
need to be done first, but once the leadership<br />
team has built the foundation and<br />
created a direction then we can get the<br />
planners engaged. If your site is a new<br />
greenfield start-up then hire your planners<br />
early and if your site is just starting<br />
a maintenance and reliability improvement<br />
effort, then include planning in the<br />
very early activities.<br />
Why do I suggest moving so early?<br />
Many of the critical tasks for successful<br />
planning have a very large time component.<br />
For example, hiring a planner can<br />
take months, creating a bill of materials<br />
and job plan libraries can take years.<br />
If you are lucky enough to have planners,<br />
then you still have to a lot of time<br />
for planner training because it is very<br />
likely that your current planners do not<br />
understand the requirements of the<br />
new planned and then scheduled state.<br />
If you are hiring, you can ensure a level<br />
36 maintworld 3/<strong>2019</strong>
RELIABILITY<br />
of understanding by looking for and<br />
requesting a planner that has been certified<br />
through an organization like the<br />
University of Tennessee Reliability and<br />
Maintainability Center. If this is new to<br />
you please visit www.plannercertification.com<br />
for more information on planner<br />
and scheduler certification.<br />
1. Build the base tools<br />
What should they work on first? This is<br />
more complicated and is dependant on<br />
your current state. In general, they can<br />
start to build the base tools they will use<br />
to help change the organization. Things<br />
like populating the bill of material for<br />
critical assets using OEM documentation<br />
and other historical sources, building<br />
job plans for high probability tasks<br />
which can then be stored in the job plan<br />
library, and determining kitting processes<br />
and expectations. Depending on<br />
your organizational staffing and maturity<br />
they may also work with the maintenance<br />
or reliability engineers to improve<br />
the existing preventive maintenance<br />
task. If you are using OEM equipment<br />
vendor-provided PM tasks, you will<br />
TOO MANY SITES WAIT<br />
TOO LATE TO GET THEIR<br />
PLANNERS ON BOARD<br />
AND STARTED ON<br />
THE PLANNING TASK.<br />
likely benefit enormously by optimizing<br />
these PMs based on your operating context<br />
and skilled trade levels.<br />
2. Focus on staffing<br />
Next, let’s talk about staffing for your<br />
planner role. Let us first answer everyone’s<br />
favourite question of “how many?”<br />
Staffing correctly is critical and not as<br />
cut and dried as some text would make<br />
it sound. Many would suggest that you<br />
need a planner/scheduler for every 15 to<br />
20 technicians or crafts people. While<br />
I agree with the number for a mature<br />
organization, in the beginning, I think<br />
there are more factors you must consider.<br />
If you have limited job plans in<br />
your job plan library, and few assets have<br />
a bill of materials, then you will be understaffed<br />
because in that environment<br />
everything takes longer to complete.<br />
If you started early as I recommended<br />
above, and you have a base of BOMs and<br />
job plans in the library then you can<br />
likely stick with the recommendation of<br />
15-20. However, if you are like most you<br />
are behind in these areas and you really<br />
need a lower ratio to “catch up”. In that<br />
situation, I would suggest that you may<br />
want your early ratios closer to 10:1. Do<br />
not concern yourself too much with the<br />
fact that you will be overstaffed in the<br />
future, because most likely some of your<br />
planners will move into supervisory<br />
roles and as time goes on you will find<br />
that you settle out in the recommended<br />
range of 15-20:1.<br />
Now I can hear some of you, “this guy<br />
is dreaming, where will I get that many<br />
planners?” If you believe that planned<br />
maintenance is a better, more efficient<br />
way then trust your belief and pull them<br />
from your technicians' ranks. My experience<br />
shows that a planner can nearly<br />
double the wrench time or value-added<br />
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task completed per hour for the maintenance<br />
team they support. With that said,<br />
even with small teams, removing one<br />
technician and converting them into a<br />
planner yield a positive impact on maintenance<br />
work throughput. Be careful<br />
about your selection though. We are not<br />
looking for your best technician, we are<br />
looking for your technician who is the:<br />
• most organized,<br />
• most gifted at communication,<br />
• type that works well with others,<br />
• type that understands and embraces<br />
precision maintenance.<br />
This is not a clerical job and this role<br />
is not a fill-in supervisor, or a lead technician,<br />
this person builds the effective<br />
work instructions that will become the<br />
marching orders for your organization<br />
and their selection, staffing, training,<br />
and certification is critical.<br />
The next area we have to work on is<br />
organizational understanding. Planning<br />
and then Scheduling is not natural for<br />
most of your organization. Many have<br />
been “cowboys shooting from the hip”<br />
for years. They have been rewarded for<br />
their ability to react faster with little<br />
understanding of the long-term effects<br />
on the organization. If your site uses a<br />
lot of duct tape, baling wire, and zip ties<br />
to keep the plant running and reactivity<br />
is the norm then you will have a harder<br />
task ahead of you in this next area but<br />
either way, it is critical.<br />
3. Communication is key<br />
Communication, the one thing that<br />
everyone wants to say is not done well<br />
38 maintworld 3/<strong>2019</strong><br />
enough, is now our focus. We need the<br />
organization to understand the value of<br />
planned work and to a varying degree<br />
the role of a planner in its creation. You<br />
need to look at your business process<br />
and see who is affected by the planner/<br />
scheduler then develop a communication<br />
strategy in tiers based on interaction<br />
and responsibility. For example,<br />
we may want many people to know<br />
that planning reduces maintenance<br />
requested downtime and reoccurring<br />
failures, but we may want only the<br />
maintenance supervisor and technician<br />
to understand what the expectation for<br />
our new job plans and work packages<br />
are. At the very least, I would suggest<br />
that the maintenance supervisors, operations<br />
scheduler, and the planner all<br />
receive a very detailed understanding<br />
of the planner role and the training to<br />
support it. The understanding of planning<br />
can then tier down from there to<br />
the engineers and technicians and then<br />
tier down again to the operators and<br />
ops leaders for example.<br />
Why do these people need to know?<br />
Let's look at each role given in the example.<br />
The core team of the planner/<br />
scheduler, maintenance supervisor, and<br />
operations scheduler have to be working<br />
together on a daily basis with the<br />
operations scheduler providing downtime<br />
windows weeks in advance and<br />
the supervisor executing the schedule<br />
as close to as defined as possible. Within<br />
the next level, the engineers need<br />
to be providing new best practices in<br />
precision maintenance, high-risk failure<br />
modes from the failure modes and<br />
effects analysis (FMEA) and conditionbased<br />
maintenance tasks to the planner<br />
to constantly improve the job plans<br />
and equipment maintenance plans.<br />
The technicians must understand the<br />
importance of providing feedback on<br />
the job plans as part of the continuous<br />
improvement loop and executing the<br />
job by the plan. As we get to the third<br />
tier that includes operations leadership<br />
and the operators themselves we<br />
have to make sure they understand the<br />
importance of communicating defects<br />
in the equipment as early as possible<br />
such that the work can be planned,<br />
scheduled and executed before the<br />
catastrophic failure which prevents a<br />
costly emergency repair. These are just<br />
examples for each level that I hope help<br />
you see the tiered approach to communication<br />
that is required to empower<br />
success in your planner/schedulers.<br />
So, as we look back at the topic of<br />
successful planning and then scheduling<br />
please remember the three elements<br />
that we discussed: start early,<br />
staff appropriately and communicate<br />
effectively. These are the sins I most<br />
often see as I complete the forensic<br />
analysis of dead or dying planning efforts.<br />
We know that everyone is important<br />
to reliability improvement, but the<br />
planner and scheduler may stand just a<br />
bit taller in the most successful maintenance<br />
and reliability organizations so<br />
let us set yours up for success.
Results Oriented Reliability and Maintenance<br />
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VIBRATION MONITORING<br />
ADVANCEMENTS IN<br />
Vibration Monitoring<br />
OF RECIPROCATING<br />
COMPRESSORS<br />
Over the last twenty years, stand-alone vibration sensors for reciprocating<br />
compressors have evolved from ineffective RMS vibration transmitters to firstgeneration<br />
shock monitoring technology. That technology provided valuable data<br />
by shifting from VAC-to-VDC RMS signal processing to impact counting, but had<br />
its own set of disadvantages. Second generation shock-monitoring technology<br />
has built upon the existing technology to create a solution that is best tailored for<br />
reciprocating compressor monitoring.<br />
MEREDITH CHRISTMAN Product Marketing Manager, IMI Sensors, Division of PCB Piezotronics, Inc.<br />
Reciprocating<br />
compressors are<br />
prevalent in the<br />
upstream, midstream<br />
and downstream/<br />
refining sectors<br />
of the oil and gas<br />
industry.<br />
40 maintworld 3/<strong>2019</strong>
VIBRATION MONITORING<br />
RECIPROCATING COMPRESSORS are<br />
employed to compress a wide range of<br />
industrial and medical gases (ex. helium,<br />
hydrogen, oxygen) in order to provide<br />
high-pressure, low-volume delivery.<br />
They are also highly prone to catastrophic<br />
damage when developing faults go<br />
undetected and unresolved.<br />
Faults creating errant vibration in<br />
reciprocating compressors can generally<br />
be classified as mechanical looseness<br />
and can include loose, broken or cracked<br />
bolts & rod nuts, excessive crosshead<br />
clearance, cracked rods and cylinder<br />
debris or scoring. The faults typically<br />
create metal-to-metal impacts that manifest<br />
in vibration data as high-frequency,<br />
high-amplitude peaks.<br />
Because faults develop quickly, continuous<br />
24/7 process monitoring has<br />
been and continues to be preferred<br />
because data can be constantly recorded,<br />
trended and analyzed by a PLC<br />
(programmable logic controller), DSC<br />
(distributed control systems), SCADA<br />
(supervisory control and data acquisition)<br />
or other online monitoring system.<br />
The above-referenced systems can all<br />
seamlessly accept a current input signal<br />
so a vibration transmitter is ideal.<br />
signal values because, for sine waves<br />
with equal positive and negative half cycles,<br />
this averaging would result in a nonvaluable<br />
measurement of zero. Alternatively,<br />
the RMS methodology consists of<br />
the following four calculation steps:<br />
• Divide one cycle (ie. one positive<br />
and one negative half cycle) of the<br />
AC waveform into many slices,<br />
each small enough to represent a<br />
constant voltage during the time<br />
period.<br />
• Square each of those individual<br />
constant voltages. This squaring<br />
of each individual voltage converts<br />
all voltages, regardless of whether<br />
originally positive or negative, to<br />
positive values.<br />
• Calculate the mean (average) of<br />
the squared values.<br />
• Calculate the square root of the<br />
mean. (The result is the RMS DC<br />
voltage value.)<br />
For reciprocating compressor-monitoring<br />
applications, the RMS process<br />
masks the exact high-frequency, high<br />
amplitude peaks in the vibration data<br />
that are crucial to identify by averaging<br />
the area (energy) under the curve. While<br />
metal-to-metal impacts create high<br />
amplitude peaks in the data, they are<br />
simultaneously very narrow curves. As a<br />
result, the curves have very little energy<br />
and the peaks have very little effect on<br />
the averaged RMS DC voltage value. Because<br />
of this shortcoming, reciprocating<br />
compressor operators moved from typical<br />
vibration transmitters to first-generation<br />
shock monitoring technology as a<br />
more effective monitoring methodology.<br />
Ineffective Use of the RMS<br />
Vibration Transmitter for<br />
Reciprocating Compressor<br />
Monitoring<br />
Initially, reciprocating compressor operators<br />
selected RMS vibration transmitters<br />
as their vibration sensor of choice.<br />
These sensors would output a current<br />
signal scaled to a specific measurement<br />
range (typically measured in velocity).<br />
The signal-processing scheme in these<br />
sensors was as follows:<br />
• Sensing element producing a<br />
high-impedance charge output after<br />
being acted upon by a force.<br />
• High-impedance signal is converted<br />
into a low-impedance voltage<br />
signal.<br />
• AC voltage signal is decoupled<br />
from the DC bias voltage.<br />
• C voltage signal is converted into<br />
DC voltage signal via RMS (root<br />
mean square) methodology.<br />
• DC voltage signal is then subsequently<br />
converted to a 4-20 mA<br />
current signal.<br />
The conversion of the AC voltage signal<br />
to a DC voltage signal is not as simple<br />
as averaging the individual AC voltage<br />
The oscillating blue line represents the AC voltage signal. The horizontal orange line<br />
represents the amplitude of the resulting DC voltage value while the horizontal green line<br />
represents the actual peak amplitudes. The graph illustrates that high frequency, high<br />
amplitude peaks in the AC voltage signal have little effect on the resulting DC voltage<br />
value when the VAC-to-VDC conversion is done via RMS.<br />
3/<strong>2019</strong> maintworld 41
VIBRATION MONITORING<br />
First Generation Shock<br />
Monitoring Technology<br />
First generation shock monitoring technology<br />
shifted the signal processing focus<br />
from the existing RMS methodology<br />
to impact counting. Impact transmitters<br />
based on the technology would measure<br />
vibration, apply a band pass filter to<br />
isolate frequencies of interest and count<br />
the number of impacts occurring above<br />
a pre-set threshold level every 2-3 seconds.<br />
For each counted impact, the current<br />
output would increase by a pre-set<br />
1mA increment from the 4mA baseline<br />
to create a building current output.<br />
The technology fundamentally moved<br />
away from allowing the direct correlation<br />
of the current output to a specific<br />
amplitude. Instead, impact transmitters<br />
focused on identifying the high-frequency,<br />
high-amplitude peaks in vibration data<br />
that are caused by the metal-to-metal<br />
impacts that are common indicators of<br />
developing faults. Operators would set<br />
the threshold at the amplitude level that<br />
was the boundary between acceptable<br />
and unacceptable amplitudes. The output<br />
subsequently let them focus solely<br />
on the number of impacts occurring at<br />
unacceptable amplitudes and build a<br />
current output accordingly.<br />
counterparts. After that point, the signal<br />
processing scheme between impact<br />
transmitters and reciprocating machinery<br />
protection sensors diverges.<br />
• No impacts above the threshold<br />
are present: Impact transmitters<br />
provide a flat 4mA signal when no<br />
impacts above the threshold are<br />
present. Reciprocating machinery<br />
protection sensors provide a<br />
continuous, meaningful current<br />
output scaled to peak acceleration.<br />
This signal provides valuable<br />
trending data as well as confirmation<br />
of proper sensor operation<br />
to the reciprocating compressor<br />
operator.<br />
• Comparison of actual vibration<br />
amplitudes to benchmark(s):<br />
While impact transmitters only<br />
compared the amplitudes of the<br />
actual vibration to a single threshold,<br />
reciprocating machinery<br />
protection sensors compare the<br />
amplitudes of the actual vibration<br />
to two, independently-set thresholds<br />
every 2-3 seconds.<br />
• Weighting of each impact with<br />
an amplitude greater than the<br />
threshold(s): Impact transmitters<br />
weighted each impact in excess of<br />
the threshold at an unchangeable<br />
increment of 1mA. Reciprocating<br />
machinery protection sensors<br />
provide an independent weighting<br />
increment for each threshold.<br />
Each weighting increment can be<br />
field-altered to a value between 0.2-<br />
16 mA. Peaks with amplitudes that<br />
exceed both thresholds are doublecounted<br />
in that both the weighting<br />
factor for a peak exceeding the first<br />
threshold and the weighting factor<br />
for a peak exceeding the second<br />
threshold are both added to the<br />
total current output when such a<br />
peak occurs. This allows the sensor<br />
to build the current output faster as<br />
peaks increase in amplitude. This<br />
is essential so that the sensor’s signal<br />
can stay ahead of the developing<br />
fault and allow the technician time<br />
to shut down the compressor prior<br />
to a catastrophic failure.<br />
While the technology provided a substantial<br />
improvement in effective vibration<br />
monitoring for reciprocating compressors,<br />
it still did not provide operators<br />
all of the data and flexibility that they<br />
required. The sensors had three major<br />
shortcomings:<br />
• Provided a flat, unchanging 4mA<br />
output when no impacting was<br />
occurring.<br />
• Compared actual vibration amplitudes<br />
to only a single threshold.<br />
• Provided no flexibility to the increment<br />
added to the total current<br />
output when an impact was identified,<br />
regardless of the impact’s<br />
amplitude.<br />
Second Generation Shock<br />
Monitoring Technology<br />
Second generation shock-monitoring<br />
technology, which was patented in 2007,<br />
has built upon the first-generation technology<br />
by addressing the three major<br />
shortcomings. Reciprocating machinery<br />
protection sensors based on the technology<br />
still measure vibration and apply a<br />
band pass filter to isolate frequencies<br />
of interest like their first generation<br />
The oscillating blue line represents the AC voltage signal. While impact transmitters<br />
only compared the amplitudes of the actual vibration to a single threshold, reciprocating<br />
machinery protection sensors compare the amplitudes of the actual vibration to two,<br />
independently-set thresholds.<br />
BECAUSE FAULTS DEVELOP<br />
QUICKLY, CONTINUOUS 24/7<br />
PROCESS MONITORING<br />
CONTINUES TO BE PREFERRED.<br />
Conclusion<br />
Those stand alone vibration sensors for<br />
reciprocating compressors have evolved<br />
over the last twenty years as the oil &<br />
gas and petrochemical industries place<br />
greater emphasis on vibration monitoring<br />
as a valuable predictive maintenance<br />
technique.<br />
42 maintworld 3/<strong>2019</strong>
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TRAINING<br />
COURSES:<br />
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EDUCATION & TRAINING<br />
As Maintenance<br />
Practices Change,<br />
Teaching Methods<br />
Must Also Change<br />
Working through web<br />
has and will change<br />
maintenance practices.<br />
How do we train students<br />
to learn and work<br />
through the network?<br />
LEA MUSTONEN,<br />
Senior Lecturer (Communications),<br />
School of Technology,Häme University<br />
of Applied Sciences (HAMK)<br />
SUSAN HEIKKILÄ,<br />
Senior Lecturer, Electrical and Automation<br />
Engineering study programme, Häme University<br />
of Applied Sciences (HAMK)<br />
A MAINTENANCE PLAN is always made to<br />
the requirements of the company. It defines<br />
maintenance needs and practices.<br />
With the Internet of Things (IoT), the<br />
availability and analysis of information<br />
has become much easier. The collected<br />
data passes directly from the sensors, for<br />
example, to the cloud. If certain threshold<br />
values are exceeded, the signal indicates<br />
that something is to be reacted to.<br />
In addition, data can be better combined.<br />
IoT has been greatly hyped. In practice,<br />
at least in Finland, larger companies<br />
can make full use of its after-sale<br />
services. Thus, the services sold are the<br />
capability to predict what must or can be<br />
done - and in addition to this, if needed,<br />
the ability to be in contact with the customer<br />
even from other side of the world.<br />
This is the reality that we train our<br />
students of Electrical and Automation<br />
technology at Häme University of Applied<br />
Sciences (HAMK) to. The students<br />
must have the ability to work in large<br />
companies, but also have the capability<br />
to bring practices, that reform operations<br />
and boost competitive ability, to<br />
small and medium companies.<br />
Working and learning<br />
through the web<br />
Today, IoT is involved in much of the<br />
maintenance education content. Content<br />
on its own is not enough, students<br />
need to get the experience, that shows<br />
them the ease of use, possibilities and<br />
44 maintworld 3/<strong>2019</strong>
Industrial<br />
Value Chain<br />
Initiative<br />
Version 08 // June 2018<br />
OPC_Brochure_GB_06_2018_RZ.indd 1 06.06.18 17:12<br />
OPC_Brochure_Security_GB_2018_RZ.indd 1 05.06.18 15:14<br />
Industrial<br />
Interoperability:<br />
From Sensor<br />
into Cloud<br />
Controller<br />
ERP<br />
MES<br />
SCADA<br />
Controller<br />
DCS<br />
Version 02 // April <strong>2019</strong><br />
OPC_Folder_FLC_<strong>2019</strong>_RZ.indd 1 25.03.19 15:42<br />
The Industrial Interoperability Standard<br />
www.opcfoundation.org<br />
Interoperability for Industrie 4.0 and IIoT<br />
OPC UA is a framework for Industrial Interoperability<br />
➞ Scalable from sensor to IT Enterprise & Cloud<br />
➞ Modeling of data and interfaces for devices and services<br />
➞ Integrated security by design with confi gurable access rights for data and services<br />
➞ Extendable transport protocols: Client/Server and Publisher/Subscriber<br />
➞ Independent from vendor, operating system, implementation language and vertical markets<br />
➞ International: OPC UA is IEC62541<br />
The OPC Foundation closely cooperates with organizations and associations<br />
from various branches. Information models are mapped onto OPC UA to make<br />
them interoperable with integrated security.<br />
Engineering<br />
Industries<br />
IT<br />
Process<br />
Automation<br />
Consortia<br />
IO Level<br />
Energy<br />
Factory Automation<br />
LNI4.0<br />
LABS NETWORK INDUSTRIE 4.0<br />
IEC61850<br />
IEC61970<br />
German and english version<br />
under opcfoundation.org/<br />
resources/brochures/<br />
Security brochure<br />
https://opcfoundation.org/<br />
security<br />
FLC brochure<br />
https://opcfoundation.org/<br />
fl c-pdf<br />
OPC Foundation Videos<br />
https://www.youtube.com/<br />
user/TheOPCfoundation/<br />
videos<br />
UPDATE<br />
OPC Unified Architecture<br />
Interoperability for Industrie 4.0 and the Internet of Things<br />
1<br />
Practical Security Recommendations<br />
for building OPC UA Applications<br />
1<br />
Version 3 // June 2018<br />
Initiative: Field Level Communications (FLC)<br />
OPC Foundation extends OPC UA<br />
including TSN down to field level<br />
1<br />
IoT<br />
4.0<br />
Industrie<br />
M2M<br />
Initiative for Field<br />
Level Communications<br />
Whitepaper<br />
Security Working Group
EDUCATION & TRAINING<br />
challenges of working through the web.<br />
Skills and experience are needed in addition<br />
to theoretical knowledge. If processes<br />
crucial to the company’s trade are<br />
made and controlled through the web,<br />
learning content of skills essential to the<br />
craft should also be implemented. This<br />
challenge has been answered by creating<br />
a maintenance module (15 credits) for<br />
electrical and automation studies, based<br />
on time and place independent network<br />
implementation.<br />
HAMK's pedagogical model has its<br />
basis on phenomenon learning. It has its<br />
basis in constructivist learning concept,<br />
that states that the student always creates<br />
or constructs the knowledge. That is to<br />
say, the knowledge does not transfer from<br />
teacher to student as it is. Multidisciplinary<br />
understanding of the phenomenon,<br />
inter-science, in which different fields<br />
combine, is central. The phenomenon is<br />
studied from the perspectives of different<br />
fields, but in such a way that the yield is<br />
shared. This requires team teaching.<br />
In addition to phenomenon learning<br />
and team teaching, modularity is important.<br />
In the pedagogical model of HAMK,<br />
instead of separate courses the lessons<br />
are compiled into 15 credit compilations,<br />
modules. For students this means about<br />
400 work hours per module.<br />
Goals are defined, methods not<br />
In HAMK's pedagogical model the<br />
learning goals are defined, but the team<br />
can make the whole plan and define the<br />
methods used to reach those goals. In<br />
addition to technical studies teachers it<br />
may include for example a communication<br />
teacher. The role of the communication<br />
teacher is usually integrated to implementation<br />
of written and spoken assignments,<br />
in other words directly to the<br />
development of students’ qualifications.<br />
He or she can also act as an important resource<br />
for content teachers as support in<br />
the development of study materials.<br />
Team teaching helps teachers to cope<br />
with constant changes, provided there<br />
is trust between the members. It also<br />
helps to try different pedagogical solutions.<br />
In the Electrical and Automation<br />
Engineering study programme, team<br />
teaching is a normal and systematic way<br />
of teaching. Development work of many<br />
years has created a culture, where teams<br />
can test different pedagogical methods.<br />
We call that an experimentation culture.<br />
It is a way to test a new way to work and<br />
develop study implementations.<br />
STUDYING BY THE NETWORK GIVES A LOT OF FLEXIBILITY<br />
TO SHARE AND TRANSFER TACIT KNOWLEDGE.<br />
Process based on interaction<br />
So, an e-learning module for maintenance<br />
has been created, but work is just<br />
beginning and much more remains to be<br />
done. Its basis is both the changed maintenance<br />
operating model and the thought<br />
that students need to be able to learn<br />
and operate through the network. One<br />
of the main questions is: How prepared<br />
the students are for this type of studying?<br />
Experience shows that variations are<br />
wide. The experience shows that studying<br />
online requires great discipline in<br />
familiarization with the materials doing<br />
tasks on time chosen by the students, but<br />
within timeline set by the teachers. Some<br />
of the students wants to plan their studies<br />
themselves, but part of the students<br />
needs more guidance and deadlines.<br />
The changing methods challenges<br />
the teachers. It is always easier to use<br />
the methods he/she is used to use. The<br />
change means you need to go to the<br />
discomfort zone. Role of a teacher has<br />
changed from "knowledge transferrer" to<br />
a coach. Teaching through the network<br />
requires a new type of guiding skill, as<br />
students are not left stranded. Teaching<br />
materials and assignments have to be<br />
comprehensive. For example, doing assignments<br />
after watching online lectures<br />
or videos is not enough. It is possible to<br />
do group assignments or have conversations<br />
through the web. Usually students<br />
are already in working life, so they have<br />
the opportunity to reflect on what they<br />
have learned and to create and share<br />
knowledge.<br />
Sharing knowledge<br />
Studying by the network gives also a lot<br />
of flexibility to share and transfer the<br />
tacit knowledge. In the previous implementations<br />
part time students, who<br />
often work in the week time, had their<br />
classes Friday evenings and Saturdays.<br />
Full time student had their classes Monday<br />
to Friday at the daytime. This made<br />
the cooperation and knowledge sharing<br />
between students difficult. Now when<br />
changing the materials, discussion, tasks<br />
and group works to the network, it gives<br />
a possibility to mix the teams in different<br />
combinations. This maximize getting<br />
together different kind of ideas and experiences.<br />
At its best, studying becomes a process<br />
where the student learns, and the<br />
teaching improves. When making most<br />
of the network while studying and creating<br />
a developmental learning model for<br />
students, we believe it will also have a<br />
transfer effect to develop new maintenance<br />
models.<br />
46 maintworld 3/<strong>2019</strong>
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RESEARCH AND DEVELOPMENT<br />
Measuring the Value<br />
of Data in Maintenance<br />
It is easy for organizations to assume that more data equals more value in<br />
maintenance. However the value of data is case dependent and should be<br />
assessed to ensure that the benefits from the data exceed the additional costs.<br />
DR. SALLA<br />
MARTTONEN-AROLA,<br />
University of<br />
Sunderland<br />
PROF. DAVID BAGLEE,<br />
University of<br />
Sunderland<br />
MANY MAINTENANCE organizations<br />
have been tempted by the big data hype<br />
into collecting excessive amounts of<br />
data without specific business cases or<br />
data exploitation plans. When following<br />
the hype, it is easy to forget that the additional<br />
value created by the data must<br />
exceed the costs of resources used to collect<br />
and analyze it (Günther et al. 2017).<br />
Achieving significant value from big<br />
data tends to require extensive resource<br />
use, however, many companies do not<br />
have the necessary resources and competence<br />
to keep experimenting with big<br />
data technologies, especially within the<br />
manufacturing and maintenance industries<br />
where the technology maturity is<br />
currently quite low (Diez-Olivan et al.<br />
<strong>2019</strong>; Kans 2013). It has been acknowledged<br />
that the optimal amount of data in<br />
maintenance decision-making depends<br />
on the size, business, competences, and<br />
complexity of assets and processes within<br />
the organization (BS ISO 55001 2014).<br />
The value of maintenance data also<br />
depends on the situation: for instance, in<br />
corrective maintenance, data are mostly<br />
used to detect failures and to decide<br />
whether to repair the asset immediately<br />
or at a later date, whereas in conditionbased<br />
maintenance the data are considerably<br />
more complex and used to define<br />
measurement parameters, techniques<br />
and locations, maintenance action limits<br />
and maintenance actions.<br />
Value of data<br />
Value of data can be defined as having the<br />
right information, in the right amount,<br />
quality, format, time, place, and for an appropriate<br />
price (Bucherer & Uckelmann<br />
2011). Familiar mostly as a production<br />
philosophy, lean management emphasizes<br />
increasing value through eliminating<br />
waste (Gupta et al. 2016).<br />
Adapted to data management, lean<br />
could help maintenance organizations<br />
in assessing and maximizing the value of<br />
their data-based decision making (Marttonen-Arola<br />
& Baglee <strong>2019</strong>a). The waste<br />
types in data management include:<br />
• Unnecessary data (duplicate,<br />
non-relevant or too detailed data<br />
which can cause an information<br />
overload),<br />
• Unnecessary transfer of data (nonvalue<br />
adding transfer between people,<br />
systems or organizations),<br />
• Unnecessary processing of data<br />
(non-value adding processing, e.g.<br />
changing format, ensuring access,<br />
copying, unnecessary summarizing),<br />
• Underutilization of data management<br />
resources (for example unused<br />
IT systems or personnel),<br />
• Poor quality data and/or analyses<br />
(can lead to suboptimal decision<br />
making), and<br />
• Waiting for data or missing data<br />
(waiting or looking for data items)<br />
(Marttonen-Arola & Baglee<br />
<strong>2019</strong>b).<br />
To assess the value of maintenance<br />
data, quantifying the changes in the<br />
aforementioned wastes is beneficial. Figure<br />
1 shows how the value of additional<br />
maintenance data can be modelled based<br />
on various types of decreasing waste in<br />
the data management process. A number<br />
of the waste types can be quantified in<br />
terms of time, which makes evaluating<br />
the overall value quicker. The quality<br />
of data and analyses can be taken into<br />
48 maintworld 3/<strong>2019</strong>
RESEARCH AND DEVELOPMENT<br />
How to measure<br />
Time saving<br />
×<br />
Cost of time<br />
Time saving<br />
×<br />
Cost of time<br />
Time saving<br />
×<br />
Cost of time<br />
Resource<br />
utilisation rate<br />
×<br />
Cost of resources<br />
Costs of maintenance<br />
work<br />
+<br />
Value of lost<br />
production<br />
Probability of<br />
incorrect data<br />
+<br />
Probability of incorrect<br />
analyses<br />
Decreasing waste<br />
Decrease of unnecessary<br />
data<br />
+<br />
Decrease of unnecessary<br />
transfer<br />
of data<br />
+<br />
Decrease of unnecessary<br />
processing<br />
of data<br />
+<br />
Decrease of underutilised<br />
data<br />
management<br />
resources<br />
Decrease of<br />
waiting for required<br />
data<br />
×<br />
Uncertainty from<br />
poor quality data<br />
and/or analyses<br />
LEAN COULD HELP MAINTENANCE<br />
ORGANIZATIONS IN MAXIMIZING THE VALUE<br />
OF DATA-BASED DECISION MAKING.<br />
Value of maintenance<br />
data<br />
Assessing<br />
the value of<br />
maintenance data.<br />
account by multiplying the decrease of<br />
waiting for data by an uncertainty factor.<br />
This reflects that the benefits of exploiting<br />
data in decision-making may be lost<br />
if the data are unreliable.<br />
Applications in maintenance<br />
decision-making<br />
To demonstrate applying the abovepresented<br />
approach in maintenance<br />
decision-making, an industrial example<br />
from an automotive part manufacturing<br />
company is presented. The company<br />
has a manual data collection process<br />
and conducts mostly corrective maintenance<br />
on their production lines. The<br />
data which are currently collected are<br />
production-led and either not used to<br />
support maintenance management<br />
decisions or the data is used with little<br />
effect. For example, historic and useful<br />
3/<strong>2019</strong> maintworld 49
RESEARCH AND DEVELOPMENT<br />
data on the root causes of failures are not<br />
recorded. The maintenance manager of<br />
the company is considering expanding<br />
the data collection and implementing a<br />
Computerized Maintenance Management<br />
System (CMMS). They would first<br />
pilot the system on three of their 15 production<br />
lines.<br />
The financial value of the investment<br />
(including the CMMS as well as additional<br />
data gathering and analyses) was<br />
assessed (see Figure 2). The time used<br />
in gathering, processing and analyzing<br />
the data would increase significantly<br />
if the company invested in more data.<br />
The costs of the CMMS software are<br />
taken into account as underutilized data<br />
management resources, because at first<br />
the software would only be used for the<br />
data of the three specific pilot production<br />
lines. Regarding the benefits of the<br />
investment, adopting the CMMS would<br />
decrease the amount of unnecessary data<br />
transfer. Currently the maintenance<br />
staff are required to insert the data manually<br />
into electronic spreadsheets every<br />
day. However, the investment appraisal<br />
concluded that with corrective maintenance,<br />
the company would not benefit<br />
from the additional data and the CMMS<br />
in terms of actual maintenance costs or<br />
the value of lost production. Thus the<br />
benefits of the investment would not be<br />
able to cover the additional costs.<br />
The company has also expressed their<br />
interest towards increasing the role of<br />
predetermined maintenance in their<br />
production. Another investment appraisal<br />
was conducted to see if a change<br />
in the maintenance approach would affect<br />
the profitability of the investment.<br />
In this case the additional data collected<br />
to the CMMS could be exploited to design<br />
predetermined maintenance schedules<br />
and prevent asset breakdowns.<br />
Figure 3 shows the value of the investment<br />
if the data was successfully used to<br />
achieve moderate breakdown prevention<br />
rates at the three pilot production<br />
lines. The reliability of the data and the<br />
analyses has been assumed to improve<br />
slightly due to severe inaccuracies in<br />
the current manual system (including<br />
poor legibility of the forms, inconsistent<br />
terminology and clearly incorrect data).<br />
It is clear that with predetermined maintenance,<br />
the significant decrease of lost<br />
production would justify the investment.<br />
This example showed that it is crucial<br />
for companies to assess the value<br />
of maintenance data before investing<br />
in additional data and IT systems. Data<br />
only have value when exploited, and the<br />
additional costs of gathering, storing and<br />
analyzing the data must be exceeded by<br />
the additional benefits in maintenance.<br />
Although the value of data is challenging<br />
to measure, even rough quantitative<br />
assessments would help the decision<br />
makers.<br />
This article is part of LeaD4Value<br />
research project. More information:<br />
https://lead4value.wordpress.com/.<br />
The value of<br />
the investment<br />
with corrective<br />
maintenance<br />
(the current<br />
maintenance<br />
approach).<br />
(Waiting for<br />
data × Poor<br />
quality data<br />
and analyses) 73934<br />
Annual value<br />
in total<br />
55383<br />
The value of the investment with<br />
predetermined maintenance (a<br />
potential maintenance approach).<br />
Unnecessary<br />
transfer of<br />
data<br />
0<br />
Unnecessary<br />
transfer of<br />
data<br />
1862<br />
Unnecessary<br />
data<br />
-10413<br />
-10000<br />
Unnecessary<br />
processing of data<br />
Underutilised<br />
data management<br />
resources<br />
0<br />
1862<br />
(Waiting for<br />
data × Poor<br />
quality data<br />
and analyses)<br />
-10413<br />
Unnecessary<br />
processing of<br />
data<br />
-10000<br />
Underutilised<br />
data<br />
management<br />
resources<br />
Annual<br />
value in<br />
total<br />
-18551<br />
ACKNOWLEDGEMENT<br />
This project has received funding from the European Union’s Horizon 2020<br />
research and innovation programme under the Marie Skłodowska-Curie<br />
grant agreement No 751622.<br />
REFERENCES<br />
BS ISO 55001 (2014) Asset Management. Management systems – Requirements.<br />
BSI Standards Ltd., ISBN 978-0-580-75128-8.<br />
Bucherer, E., Uckelmann, D. (2011) Business models for the Internet of<br />
Things, In: Uckelmann, D., Harrison, M., Michahelles, F. (Eds.), Architecting<br />
the Internet of Things, Springer, e-ISBN 978-3-642-19157-2.<br />
Diez-Olivan, A. Del Ser, J., Galar, D., Sierra, B. (<strong>2019</strong>) Data fusion and machine<br />
learning for industrial prognosis: trends and perspectives towards<br />
Industry 4.0, Information Fusion, 50, pp. 92-111.<br />
Günther, W.A., Mehrizi, M.H.R., Huysman, M., Feldberg, F. (2017) Debating<br />
big data: a literature review on realizing value from big data, Journal of Stra<br />
tegic Information Systems, 26 (3), pp. 191-209.<br />
Gupta, S., Sharma, M., Sunder, V.M. (2016) Lean services: a systematic review,<br />
International Journal of Productivity and Performance Management,<br />
65 (8), pp. 1025-1056.<br />
Kans, M. (2013) IT practices within maintenance from a systems perspective,<br />
Journal of Manufacturing Technology Management, 24 (5), pp. 768-791.<br />
Marttonen-Arola, S., Baglee, D. (<strong>2019</strong>a) Adoption of information-based innovations<br />
in industrial maintenance, In: Bitran, I., Conn, S., Gernreich, C.,<br />
Heber, M., Huizingh, K.R.E., Kokshagina, O., Torkkeli, M., Tynnhammar, M.<br />
(Eds.) Proceedings of the XXX ISPIM Innovation Conference – Celebrating<br />
Innovation – 500 Years Since Da Vinci – 16-19 June <strong>2019</strong> – Florence, Italy,<br />
Research Reports 93, ISBN 978-952-335-351-0.<br />
Marttonen-Arola, S., Baglee, D. (<strong>2019</strong>b) Assessing the information waste in<br />
maintenance management processes, Accepted for publication in Journal of<br />
Quality in Maintenance Engineering.<br />
50 maintworld 3/<strong>2019</strong>
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