Professional Documents
Culture Documents
com
Available online at www.sciencedirect.com
ScienceDirect
AvailableScienceDirect
onlineCIRP
Procedia
Availableatonline
www.sciencedirect.com
00 (2018) 000–000
at www.sciencedirect.com
www.elsevier.com/locate/procedia
ScienceDirect
Procedia CIRP 00 (2018) 000–000
ScienceDirect www.elsevier.com/locate/procedia
2. Key considerations in inspection method selection conditions and inspection capability. The inspection could
either successfully detect or miss deterioration and failure
2.1. Factors to be considered in inspection method selection symptoms. When the equipment is in a normal condition, the
inspection could provide a correct result or raise a false alarm.
In this research, we consider the selection of an inspection In each case, the inspection result leads to different effects. The
method for a facility consisting of multiple equipment, such as probability of these inspection results depends on not only the
conveyors and sorters in the case of a distribution center. capability of the inspection means but also the relations
The equipment consists of multiple components such as between the inspection interval and the rate of deterioration. If
belts and pulleys, and deterioration and failures could occur in the inspection interval is long in relation to the rate of progress
each component due to aging and the stress generated by of the deterioration, no inspection would be carried out during
operations of the facility. the appearance of failure symptoms and before the failure
There are three kinds of inspection to detect deterioration occurs.
and failure: a walk-around visual inspection by human These four types of inspection results produce different
operators, on-line monitoring by fixed sensors, and a walk- effects in terms of costs or opportunity losses. In determining
around inspection by human operators using sensory devices. an overall optimum inspection method for the facilities, we
In this paper, deterioration is defined as changes in physical need to evaluate the total effects taking these factors into
and chemical attributes of items, such as deformation, breakage, account in an appropriate manner.
wear, and corrosion (we use “item” as a collective term for A number of studies have been conducted regarding
equipment and components in this paper). On the other hand, selection of the inspection method. For example, a method for
failure is defined as a change in the item’s condition to a state selecting the most cost-effective arrangement of sensors based
in which the required function cannot be performed. on graph theory has been proposed considering the causal chain
To select an appropriate inspection method, we need to and using the state transitions of components due to
consider the following factors. 1) Because of the causal deterioration and failures [1, 2]. Many studies on inspection
relations among deterioration and failures, we cannot select an methods have considered the relation between the inspection
inspection method for each deterioration and failure interval and the rate of progress of deterioration [3].
independently. We need to consider the fact that detection of Considering the failure detection capability of sensors, Wang et
certain deterioration and failure occurrences could prevent al. proposed a sensor selection method to select the optimal
other such occurrences. 2) Even when a proper inspection sensor arrangement, in terms of cost, with the required failure
method is applied, the inspection results are not necessarily detection capability [4]. Tsutsui et al. proposed a maintenance
correct. One could miss the deterioration and failure symptoms planning system based on effect evaluation, in which
or raise a false alarm. Furthermore, the detection capability of maintenance cost and expected losses, such as production loss
the inspection depends on not only the capability of the devices due to stoppage of the facility, were considered [5].
but also the relations between inspection interval and the However, few works have studied a largely optimum method
progress rate of deterioration. 3) In selecting the inspection to select a combination of inspection methods for all equipment
methods, we should evaluate the effects of inspection, such as in the facility, considering all factors described above.
the cost of inspection, preventive maintenance cost, breakdown
maintenance cost when the inspection fails to detect the 2.2. Causal relations of deterioration and failures
deterioration and failure, and opportunity losses generated by
stoppage of the facility. To enumerate the deterioration and failure modes, which
There is a chain of causal relations; for example, the bearing should be considered in determining the inspection method, we
wear of the drive pulley causes a meandering motion in the belt, need to identify the lowest level of items subject to maintenance
which damages the belt edge due to friction with the conveyor (hereafter, ISM).
frame. Detection of the bearing wear of the drive pulley could Potential deterioration and failures of ISMs as well as their
therefore prevent the belt meandering. This means that it is not causal relations are identified by deterioration and failure
necessary to inspect belt meandering. However, when the belt analysis. The result is represented in the form of a causal
meandering is caused not only by the bearing wear in the drive relation chart, shown in Figure 1. Deterioration occurred in the
pulley or when the detection capability for the bearing wear of j-th equipment item, which could be the origin of the causal
the drive pulley is insufficient, the belt meandering needs to be chain, depicted as ܨܦଵ , ܨܦଶ on the left side of Figure 1. The
inspected. We need to consider such relations in selecting the failures induced by the deterioration are represented in the
inspection methods. middle of the figure as ܨܦଷ , ܨܦସ . After completing the causal
The inspection produces four types of results as shown in chain analysis, we identify the state quantities, which represent
Table 1 with certain probabilities depending on the equipment the degree of deterioration and failures, and enumerate the
inspection method applicable to them, as depicted on the right
Table 1. Four types of inspection results side of the figure. In general, multiple state quantities and
inspection results multiple inspection methods could be considered for a certain
ଵ ଵ
deteriorationܨܦଵ ; they are expressed as ܵܳଵ and ܵܳଶ …, and
success fail ଵ ଶ
ݔଵ and ݔଶ ….
normal no alarm false alarm Basically, causal relation charts are created for each ISM.
condition
symptomatic detection missing However, the deterioration and failures of one ISM could be
514 N. Kuboki et al. / Procedia CIRP 80 (2019) 512–517
Author name / Procedia CIRP 00 (2019) 000–000 3
State Inspection
Detected
Deterioration Failure
amount
quantity method
Equipment stop
or induce other
deterioration or failures
Symptoms
occurred
t1 t2 Time
Figure 2. Relation between the progress of deterioration
and the inspection interval
Figure 1. Causal relation chart progress of deterioration and the inspection interval. In the
figure, the change in the state quantity with respect to time is
related to those of other ISMs. In this case, one causal relation represented. Two horizontal broken lines are shown in the
chart could contain the deterioration and failures of multiple figure. The lower line indicates the minimum state quantity
ISMs. Therefore, we need a certain means to understand the level where failure symptoms can be detected. The upper line
relations between the deterioration and failures of all ISMs. For indicates the limit above which the required function cannot be
this purpose, we use a relation matrix in which the identified performed. When inspection is executed between t1 and t2, the
deterioration and failures of all ISMs are listed in the first row failure symptom can be recognized by the inspection, and
and column and the causal relation between the deterioration successful preventive action can be initiated. However, if an
and failures is indicated by a “1” in the corresponding cell of inspection is not executed during this period because of a long
the matrix as shown in Table 2. inspection interval, the deterioration or failure symptoms are
missed.
2.3. Results of Inspections In analyzing the inspection results, it should be noted that
the “missing” of a certain deterioration or failure symptom
Inspection results are divided into the following four cases: could induce deterioration and failures downstream in the
1) degradation or failure symptoms exist, and are detected causal chain.
(detection),
2) degradation or failure symptoms exist, but are not detected; 2.4. Effect evaluation of inspections
thus, the failure occurs (missing),
3) the items are in a normal condition, and the inspection The effectiveness of the inspection method should be
indicates this result (no alarm), properly evaluated for determining the inspection method. For
4) the items are in a normal condition, but the inspection this purpose, we need to consider the following effects as the
indicates deterioration or failure symptoms (false alarm). results of inspections.
The inspection results depend on the means of inspection E1: Inspection costs, including the cost of the monitoring
and the inspection interval. There are many means of inspection, device and labor cost.
such as visual inspection by human, inspection using portable E2: Cost of treatment, such as repair and replacements, for
devices, and on-line monitoring with fixed sensors. Whether the preventive maintenance and breakdown maintenance,
inspection reveals the deterioration or failure symptoms including the cost of items and labor cost for the treatment.
depends on the skill of the inspectors or capability of the E3: Losses associated with interruption of facility operations
inspection or monitoring devices. due to inspection, preventive maintenance, and
The detection capability of the inspection also depends on breakdown maintenance.
the inspection interval. Figure 2 shows the relation between the E1 is the total cost for the inspection of each deterioration
or failure symptom. It includes the cost of inspection, the costs
Table 2. Matrix of causal relations
of monitoring devices, and labor cost. Regarding the device
cost, whether it can detect multiple deterioration or failure
… symptoms should be considered.
E2 is the cost of taking action depending on the inspection
1 results. The cost of preventive maintenance action is included
in the case of detection, while the cost of breakdown
1 maintenance action, which is usually more expensive than
preventive maintenance, is included in the missing case. The
1
false alarm case includes the cost of checking whether
deterioration and failures actually occurred.
E3 is also calculated depending on the inspection results.
… Since preventive maintenance could be carried out at a
N. Kuboki et al. / Procedia CIRP 80 (2019) 512–517 515
4 Author name / Procedia CIRP 00 (2019) 000–000
convenient time, from the operational viewpoint, the loss due When the values of E2 and E3 effects generated by each
to operation interruption is usually lower for detection than for detection, missing, and false alarm occurrence of deterioration
�� �� ��
the missing case, which requires urgent breakdown and failure, ���� , are denoted as ��� , ��� , and ��� (i=2 or 3),
maintenance. In the case of false alarm, the time for precise the cumulative effects of E2 and E3 types, denoted as Eci (i = 2
checking of component deterioration through disassembling, or 3), with one of the possible combinations of inspection
for example, should be considered. methods are calculated by Equation (4).
For evaluating E2 and E3, we need to estimate the
� �� � �� �� �
occurrence probabilities of the three cases of inspection ��� � ∑� ∑����� ��� � ��� ��� � ��� ��� � (4)
results—detection, missing, and false alarm—because “no
alarm” does not lead to costs of E2 and E3. They depend on the 3. Procedure for inspection method selection
occurrence probabilities of deterioration and failures, the
detection capability of inspection, and the causal relations 3.1. Outline of the procedure
among deterioration and failures.
In this research, we assume that the occurrence probabilities The optimum inspection method, which is a combination of
of deterioration and failures can be estimated from various data inspection methods for all deterioration and failure occurrences,
such as maintenance history and reliability tests. We also is selected by the following procedure:
assume that the deterioration and failures downstream of the 1) Analysis of the deterioration and failures and their causal
causal chain are provoked by missing in upstream deterioration relations in the form of a causal relation chart,
or failure symptoms in the inspection. 2) Estimation of the number of inspection results, namely,
Based on the occurrence probability of each deterioration detection, missing, and false alarm,
and failure and the detection capability of each inspection 3) Evaluation of effects,
method, we can calculate the number of times the inspection 4) Selection of the optimal combination of inspection methods
results (detection, missing, and false alarm) would occur. for deterioration and failures enumerated in Step 1 by using
Figure 3 shows how to calculate these numbers. ��� denotes Genetic Algorithm (GA).
the number of occurrences of the q-th deterioration and failure
of the j-th item of equipment, ���� , within a certain period of 3.2. Approximate optimization of the combinations of
time. When the probabilities of the inspection results (detection, inspection methods
missing, and false alarm) for ���� , obtained by the inspection
�
method � �� , are expressed by ����� , ����� , ���� , the number of To select the optimal inspection method for the facility, we
� � �
times of the inspection results, ��� , ��� , ������� , are given by need to evaluate the effects of all combinations of inspection
the following equations. methods for all deterioration and failures identified in the
deterioration and failure analysis (the inspection methods
�
��� � ��� ����� (1) include the case where no inspection is executed). However, all
possible combinations of inspection methods are difficult to
�
��� � ��� ����� (2) evaluate because of the huge number of candidates. We
� �
��� � ��� ���� (3) therefore adopt GA for an approximate optimization of
inspection methods.
When ���� is not the origin of the causal chain, ��� is Table 3 shows the chromosome structure. The locus of the
�����
estimated as the sum of the numbers of the missing of����� gene corresponds to the deterioration or failure occurring in the
�����
of ������ , which leads to ���� , considering the causal equipment, and each gene represents the inspection method
relations among the deterioration and failures. For example, number, which identifies the inspection method applied to the
������� of �������� is calculated as the sum of the number of deterioration or failure. We use the cumulative effects defined
missing, ���� �
and ������� of ���� and �������� as shown in in equation (4) as the fitness value.
Figure 3. To generate the initial population, we first independently
select the best combinations of inspection methods for all
equipment by conducting a full search. They are then combined
Occurrence :known to generate the chromosome, which is included in the initial
Inspection
Detection : Deterioration Failure
method population to accelerate convergence. One chromosome is
Missing : generated by the above method, and the rest of the
False Alarm : chromosomes of the initial population are generated by
Occurrence :known assigning inspection methods randomly to each deterioration
Detection : and failure.
Missing :
False Alarm : Table 3. Chromosome expression
Occurrence : Gene locus
Detection : (Deterioration or … …
failure)
Missing :
False Alarm :
Gene
(Inspection method … …
number)
Figure 3. Calculation of deterioration and failure Equipment number Deterioration or failure number
516 N. Kuboki et al. / Procedia CIRP 80 (2019) 512–517
Author name / Procedia CIRP 00 (2019) 000–000 5
Regarding the genetic operations, 2-points crossover is asked them to evaluate the occurrence probabilities of detection,
applied (crossover points are random) and the same number of missing, and false alarm on a three-point scale (high: 3,
chromosomes as the current population are generated. With medium: 2, and low: 1). Since detection and missing are
regard to mutation, if a randomly selected locus of mutation mutually exclusive events, we set their occurrence probabilities
corresponds to a deterioration or failure, with portable such that they add up to 1. The probability of false alarm was
inspection devices being the applicable inspection method, they determined from the ratio of the evaluated levels of detection
are preferentially selected as the alternative inspection method. and missing. Consequently, the occurrence probabilities of
Such preferential selection is executed with a probability of detection, missing, and false alarm, denoted as ����� , ����� , and
�
50% of the total mutation operations. The rest of the mutation ���� respectively, are calculated according to the following
is executed randomly. equations, where � , �, and � indicate the evaluated
For the next generation, individuals with the top 5% fitness occurrence probabilities when the inspection method � �� is
values among the population generated by the crossover and applied to the q-th deterioration of the j-th equipment item.
mutation operations as well as the current population are
selected by the elite preservation strategy, and the remaining ����� �
�
(5)
���
95% of the individuals are selected by roulette selection. �
����� � (6)
���
4. Application example �
���� �
�
(7)
���
repeated until the generated chromosome satisfied the Table 5. Comparison of results under two conditions
constraints. Case 1 Case 2
Total manual inspection time (hour) 1,667 499
4.3. Results and discussion
Labor cost for inspection (Thousand yen) 57,012 26,310
Table 5 shows the total manual inspection time, the labor Monitoring device cost
2,255 28,175
(Thousand yen)
cost for inspection, the monitoring device costs, the cost of
maintenance treatments, and the losses associated with the Cost of the maintenance treatment
355,089 381,489
(Thousand yen)
interruption of the operation in each case. As seen in the table,
Loss associated with shutdown of equipment
labor costs and total manual inspection time are large but the (Thousand yen)
3,594,951 3,709,261
cost of monitoring devices is low when the device cost is
limited. On the other hand, total manual inspection time and
operations. In applying the method, we consider the causal
labor costs for inspection are small but the cost of monitoring
relations of deterioration and failures and the results of
devices is high where the total manual inspection time is
inspection, namely, detection, missing, and false alarm.
limited.
The proposed method was applied to a distribution center
Regarding inspection methods, wear of pulley bearing, belt
facility. We executed approximate optimization with two kinds
elongation, and belt meandering are all visually inspected in the
of constraints: a constraint on the device cost and a constraint
case of a constraint on the device cost. On the other hand, with
on manual inspection time. Results show that inspection and
a constraint on inspection time, acoustic sensors and
monitoring devices require a certain level of detection
photoelectric sensors are selected for wear of the pulley bearing
capability to replace manual inspection.
and belt elongation, respectively, and total manual inspection
time and labor cost are reduced. However, if the detectability
References
of the inspection or monitoring devices is not sufficient, the
number of missing events increases, resulting in higher [1] Zhang G, Vachtsevanos G. A methodology for optimum sensor
breakdown maintenance cost and losses due to interruptions of localization/selection in Fault Diagnosis. 2007 IEEE Aerospace
operations. Since losses due to interruptions of operations are Conference Proceedings; 2007.
very large as shown in Table 5, monitoring devices with high [2] Bhushan M, Rengaswamy R. Design of sensor network based on the signed
probability of missing are difficult to select. Therefore, it is directed graph of the process for efficient fault diagnosis. Industrial &
Engineering Chemistry Research; 2000; 39. 4: 999-1019.
important to secure the detection capability of the inspection [3] Wang WB. An overview of the recent advances in delay-time-based
and monitoring devices for lightening the inspector’s workload. maintenance modelling. Reliability Engineering & System Safety; 2012;
106: 165-178.
5. Conclusion [4] Wang J, Sun WJ, Li T, Cao YY, Wang XM. An Innovative sensor selection
and optimization method considering reliability and detectability. Proc. of
IEEE 11th Conference on Industrial Electronics and Applications (ICIEA);
In this research, we propose a method to select the optimal 2016: 946-951.
combinations of inspection methods for a facility in terms of [5] Tsutsui M, Takata S. Life cycle maintenance planning method in
the cumulative effects induced by inspection and maintenance consideration of operation and maintenance integration. Production
treatment costs as well as losses caused by interruption of the Planning & Control; 2012; 23, 2-3: 183-193.