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AV Technology Ltd 03.2011 CM39s Implementing CBM V2.

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AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 1
Key Steps to Implementing
Condition-Based Maintenance
Simon Mills
Director of Training Services
AV Technology Ltd
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 2
Introduction
Effective maintenance management depends
on applying the appropriate maintenance
techniques
Factors such as fault and failure modes, criticality
and cost-effectiveness need to be considered
Using the wrong maintenance technique can
waste time, money and resources, often with no
effect on improving or maintaining availability
This seminar is based on ISO 17359: Condition
Monitoring and Diagnostics General Guidelines
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AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 3
Key steps to
implement Condition
Based Maintenance
Cost/Benefit analysis
Reliability & criticality audit
Select maintenance tasks
Select monitoring method
Data acquisition and analysis
Determine maintenance action
Carry out equipment audit
Implementing CBM
1
2
3
4
5
6
7
Review & measure effectiveness
8
Implementing CBM
Cost/Benefit analysis
Implementing CBM
1
Cost/Benefit analysis
Carry out equipment audit
Implementing CBM
1
2
Cost/Benefit analysis
Reliability & criticality audit
Carry out equipment audit
Implementing CBM
1
2
3
Cost/Benefit analysis
Reliability & criticality audit
Select maintenance tasks
Carry out equipment audit
Implementing CBM
1
2
3
4
Cost/Benefit analysis
Reliability & criticality audit
Select maintenance tasks
Select monitoring method
Carry out equipment audit
Implementing CBM
1
2
3
4
5
Cost/Benefit analysis
Reliability & criticality audit
Select maintenance tasks
Select monitoring method
Data acquisition and analysis
Carry out equipment audit
Implementing CBM
1
2
3
4
5
6
Cost/Benefit analysis
Reliability & criticality audit
Select maintenance tasks
Select monitoring method
Data acquisition and analysis
Determine maintenance action
Carry out equipment audit
Implementing CBM
1
2
3
4
5
6
7
Cost/Benefit analysis
Reliability & criticality audit
Select maintenance tasks
Select monitoring method
Data acquisition and analysis
Determine maintenance action
Carry out equipment audit
Implementing CBM
1
2
3
4
5
6
7
Review & measure effectiveness
8
Cost/Benefit analysis
Reliability & criticality audit
Select maintenance tasks
Select monitoring method
Data acquisition and analysis
Determine maintenance action
Carry out equipment audit
Implementing CBM
1
2
3
4
5
6
7
Review & measure effectiveness
8
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 4
Cost Benefit Analysis
This will highlight where Condition Based Maintenance
will reduce costs
Do we have life cycle cost info?
What is cost of failures?
What is cost benefit of avoiding failure?
Typical Condition-Based Maintenance Set-up Phase
Step Detail
Set up Routine KPI Optimise
1
Cost benefit analysis
1.1 Return on investment analysis y y
1.2 Life cycle cost y y
1.3 Cost of failure / secondary damage y y
1.4 What is the available budget y y
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Carry out equipment audit
Make sure we have accurate databases with
assets clearly identified and labelled
The importance of this step is often overlooked
Without clear identification of assets most activities are
compromised
y y y Update database 2.4
y y y Label assets & sub-assets 2.3
y y Create & test asset codes 2.2
y y Identify assets & sub-assets 2.1
Carry out equipment audit
2
Optimise KPI Routine Set up
Detail Step
Phase Typical Condition-Based Maintenance Set-up
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 6
Reliability & criticality audit
Carrying out this means we can target the most important
assets and apply the correct maintenance regime
What Availability & Reliability does the business need?
MTTR Mean Time to Repair
MTBF Mean Time Between Failure
FMEA Failure Modes & Effects
y y Maintenance history, pareto analysis,
reliability databases
3.3
y y FMECA, FMEA, FTA, Root cause
failure analysis
3.2
y y Estimated availability & reliability 3.1
Carry out reliability & criticality audit
3
Optimise KPI Routine Set up
Detail Step
Phase Typical Condition-Based Maintenance Set-up
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Improving Availability
Maintenance &
Maintainability
Availability &
Downtime
Reliability
Availability can be improved by
optimising maintenance
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 8
Bearing Failure Study
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Failure Rates
In practice the bathtub failure mode
curves may be a summary of underlying
mixtures of failure profiles
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 10
Matching Failure Rate Profiles to Maintenance
Strategies
High
Low
Bathtub
4% [Nowlan & Heap, 78]
3% [USN, 73]
1.4
High
Low
Random
14% [Nowlan & Heap, 78]
42% [USN, 73]
1.3
High
Low
Infant mortality
68% [Nowlan & Heap, 78]
29% [USN, 73]
1.2
High
Low
Wear out
2% [Nowlan & Heap, 78]
17% [USN, 73]
1.1
Design
Out
CBM Time-
based
On-
failure
Burn
In
Applicable Strategy
Criticality
Failure rates
versus time
profiles
Type Ref








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Select Appropriate Maintenance Strategy
y y Re-design 4.5
y y Corrective maintenance task 4.4
y y Preventive maintenance task 4.3
y y Inspection task 4.2
y y Condition monitoring task 4.1
Select maintenance strategy
4
Optimise KPI Routine Set up
Detail Step
Phase Typical Condition-Based Maintenance Set-up
Selecting the appropriate combination of
maintenance tasks depends on the failure history
Initially the results from Step 3,
Later on from feedback and analysis from Steps 6 8
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 12
Selecting Maintenance Strategies
Lamp element failure Vehicle Lamp
Tyre tread wear Vehicle Wheel
Degradation of oil due to
adverse operating conditions
Vehicle Engine
Plain bearing wear due to
number of starts
Turbo-generator
bearing
Misaligned on installation Pump Bearing
Filter blockage AHU Filter
Design
Out
CBM Fixed
Time
On-
Failure
Maintenance Strategy
Failure Mode
Equipment /
Component






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Select monitoring method
We need to identify the best parameters to be measured to detect
faults
Fault and failure characteristics linked to measurable parameters and
symptoms allow us to do this (Output from FMEA in step 3)
We can then select the best measurement technique and then select
the appropriate transducers and condition monitoring system
y y y Set or review alert/alarm criteria 5.4
y y y Select measurement locations 5.3
y y y Select measurement technique 5.2
y y y Identify parameters to be measured 5.1
Select monitoring method
5
Optimise KPI Routine Set up
Detail Step
Phase Typical Condition-Based Maintenance Set-up
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 14
Task 4 Selecting Techniques Pump
indicates symptom may occur or parameter may change if fault occurs
Misalignment
Unbalance
Mounting fault
Bearing wear
Bearing damage
Eccentric impeller
Damaged seals
Damaged impeller
Oil
Leakage
Oil Debris Coast
Down
Time
Temperat
ure
Vibration Speed Pressure
or
vacuum
Power Length
measure
ment
Fluid
leakage Fault
Symptom or Parameter Change
Machine type:
Pump








Ref: ISO 17359
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AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 15
Examples of CBM
Techniques
Partial Discharge 7
Current Monitoring 8
Oil Monitoring
Acoustic Monitoring
Ultrasonics
Vibration Monitoring
Thermal Monitoring
Performance Monitoring
Human Senses / Inspections
Selected CBM Techniques
6
9
5
4
3
2
1
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 16
Data acquisition and analysis
Quality of Measurements OK?
Possible errors come from
poor readings, transducer faults or adjacent machines.
If confidence in readings low:
take more readings or apply other types of CM
Review symptoms, rules etc
y y Identify root cause failure mode 6.4
y y Diagnose, prognosis and assessment 6.3
y y Compare with alert/alarm criteria 6.2
y y Take measurements and trend readings 6.1
Data acquisition and analysis
6
Optimise KPI Routine Set up
Detail Step
Phase Typical Condition-Based Maintenance Set-up
AV Technology Ltd 03.2011 CM39s Implementing CBM V2.0 Page 9
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AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 17
Fault Symptom Progression
R
e
s
i
s
t
a
n
c
e

t
o

F
a
i
l
u
r
e
Time
Point where
fault occurs
Changes in vibration
P-F interval 1-9 months
Wear Debris in Oil
P-F interval 1-6 months
IR Thermography
P-F interval 3-12 weeks
Quantitative PM
P-F interval 5-8 weeks
Audible Noise
P-F interval 1-4 weeks
Heat by Touch
P-F interval 1-5 days
F = Failure
P = Points of Fault Detectability by Technique
Po
F
Failure
Pv
Pl
Pt
Pm
Pn
Ph
Vibration velocity (r.m.s.)
Vibration acceleration (peak)
Vibration acceleration (r.m.s.)
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 18
Lead Time to Failure (LTTF)
Also known as Estimated Time to Failure (ETTF)
AV Technology Ltd 03.2011 CM39s Implementing CBM V2.0 Page 10
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Matching monitoring frequencies to LTTF
Monitoring Frequency Factor
2W
1m 2m
any
1w 1m
2m 6m
6m 1y
> 1 year
On Line
D W M Q
LTTF
Key: Q = quarterly, M = monthly, 2W = 2 weekly, W = weekly, D = Daily






AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 20
Determine maintenance action
The key output of a CM program is recommended
maintenance actions
Poor feedback allows valuable information to leak away
Typical Condition-Based Maintenance Set-up Phase
Step Detail
Set up Routine KPI Optimise
7
Determine maintenance action
7.1 Recommend appropriate
maintenance action
y y
7.2 Carry out maintenance action y y
7.3 Confirm diagnosis after maintenance
actions
y y
7.4 Feedback to history records y y
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Condition Based Maintenance Reporting
Action Report Containing:
Asset ID, Date, Current Alarm Status, Fault, Action, Priority
Missed Measurement Report listing:
Asset ID, Date and reason measurements missed
Typical Action/Advisory Priorities:-
No action No Action Continue Routine
Monitoring
None None
4
Within 1 month At Next Routine Service Routine Low
3
Within 1 week Urgent Attention Required Urgent Medium
2
Immediate 1
day
Safety Related, Immediate
Attention
Immediate High
1
Typical Response Comment Description Priority Action
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 22
Typical Action Report
1
Replace drive belts Drive belts broken
N
19/09/07
EXH FAN 3
AC-EFN3
2
Balance iaw ISO 1940 to
balance grade G6.3
Fan unbalance
increasing
A
19/09/07
SUPP FAN 8 AC-SFN8
1
Replace fan bearings Fan bearings very noisy
A
19/09/07
SUPP FAN 6
AC-SFN6
4
No action recommended
Continue monitoring
Noted, alarms adjusted
W
19/09/07
SUPP FAN 2 AC-SFN2
3
Lubricate fan bearings Fan non drive end
bearing noisy
W
19/09/07
EXH FAN 1 AC-EFN1
AIR CON Area:
2
Inspect gearbox Gear harmonics
increasing indicating
gearbox wear.
A
19/09/07
CONVEYOR 2
CONV-2
3
Lubricate bearings Chain impacts picked up
on far end bearings
W
19/09/07
CONVEYOR 1 CONV-1
CONVEYORS Area:
Prty Action Fault / Comment Reported
Status
Description Asset Code
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Measuring Effectiveness
Managing CBM is a continuous process
Technology & Techniques change
Periodic reviewing the process is an important step
Typical Condition-Based Maintenance Set-up Phase
Step Detail
Set up Routine KPI Optimise
8
Review & measure effectiveness
8.1 Review alert/alarm criteria y y
8.2 Availability & reliability y y
8.3 Failure rate, MTBF, MTTR, Downtime y y
8.4 Review available CM techniques y y
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 24
Examples of Equipment suitable for
Condition Based Maintenance
Electric Motors
AC fixed and variable speed
Fans
Supply, Exhaust, Air Handling Units
Pumps
Vacuum, Water, product
Compressors
Centrifugal, Screw, Scroll, Reciprocating
Generators
Diesel
Gearboxes
Helical, Epicyclic, Worm Drive
Mixers
Screw, orbital, ribbon
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Conclusions
Benefits
Applies to all failure profiles
Detect faults before failure
Work can be planned
Production rate can be modified
Can avoid secondary damage
Remember
Review the cost benefits
Target the failure mode
Needs to be reasonable Lead Time to Failure
AV Technology Ltd 03.2011 CM39s Key Steps to Implementing CBM V2.0 Page 26
References
ISO 17359, Condition monitoring and diagnostics of machines - General
guidelines
ISO 18436 series, Condition monitoring and diagnostics Qualification
and assessment of personnel
BINDT PCN CM Gen - Condition Monitoring Training & Certification
Ball and Roller Bearings: Theory, design, and application. Brandlein, J.
and Eschmann, P. (1999). Wiley
Developing a Maintenance Strategy and Setting Performance Targets,
Simon Mills
Presented at Maintech 2008
Published in ME Maintenance & Asset Management, Vol 23 no 5, Sept/Oct
2008
Websites
British Standards web site http://www.bsi-global.com
ISO web site http://www.iso.ch
British Institute of Non-Destructive Testing http://www.bindt.org

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