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1 What should a Reliability Engineer (RE) actually do and know? Bennie Oosthuizen | Arnold Botha May 2019
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Page 1: 1 What should a Reliability Engineer (RE) actually do and ...saama.org.za/wp-content/uploads/simple-file-list/... · • Successful candidates (Certificants) receive a CMRP certificate

1

What should a Reliability Engineer (RE) actually do and know?

Bennie Oosthuizen | Arnold Botha

May 2019

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2

Agenda

Reliability Engineering

• Do we even need this?

• What will they do?

• What skills do they need?

• Where can I find one?

Topics

• The gap in maintenance

• The role of the RE

• Required skills

• Proposed learning pathway

• The RE’s tool kit

• Ideal RE profile

• Implementing a reliability program

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3To RE or not to RE, that is the question

• Maintenance Engineer• Operational

• Line manager for maintenance

• Execute maintenance

• Quality assurance, Coaching

• Fault finding, Root cause analysis

• Meetings, Admin, People problems

• Tactical• Safety, Legal compliance

• Budgets

• The Gap• Tactical

• In depth analysis and investigation

• Long term improvement and optimisation

• Pro active maintenance

• Strategic• Life cycle management and

optimisation

• Trends, Benchmarking

• Design for maintainability

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4Deciphering the role | Body of knowledge

SMRP / CMRP – 5 pillars

1. Business Management

2. Equipment Reliability

3. Manufacturing process reliability

4. Organization & leadership

5. Work management

Source: https://smrp.org/

IAM Definition

Reliability engineering is the systematic application of engineering principles and techniques throughout an asset’s lifecycle to ensure that it has the ability to perform a required function under given conditions for a given time interval.

Source: An Anatomy of Asset Management (IAM)

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5RE Role

RAMS analysis,

LCM

for new assets

Asset condition

and health

monitoring

Defect

elimination

Asset care plan

development

Financial

decision-making

Data

Failure

Financial

ANALYSIS

Translating the body of knowledge into specific practical activities to fill the gap

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6

The Role of the RE in Defect Elimination

Identify and solve the root causes of reliability problems by managing the defect elimination process on site

• Define and establish a DE Management system, including triggers for RCA, templates for RCA and business cases, criteria to prioritise DE projects and mechanisms to report on progress, facilitate large RCAs (including warranty claim investigations)

• Apply data analysis techniques as input to RCAs including trending, pareto analysis, jack-knife analysis, analysis of variance and correlations

• Train employees in applying basic RCA process and methods

• Establish a failure reporting and corrective action system (FRACAS) to track asset failures and follow-up actions

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7The Role of the RE in Optimising Asset Tactics

Prevent failures by facilitating the asset tactic development and optimisation process

• Lead the process to identify functional failures and define failure modes, mechanisms,

causes, probabilities and consequences

• Facilitate the process to select optimal maintenance tactics, frequencies and standards

based on the failure analysis

• Develop the condition monitoring strategy and selection of CM techniques to detect

potential problems earlier on the P-F curve

• Prevent defects at source by working with the engineering manager to set and implement

specifications/standards for precision maintenance such as alignment, torqueing,

lubrication, balancing, etc.

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8

The Role of the RE in Business Improvement

Analyse asset performance and identify opportunities for improvement

• Analyse performance, maintenance and reliability data to identify opportunities for improvement in cost, volume or safety

• Benchmark key performance indicators against other similar operations

• Prioritise improvement opportunities by quantifying the value and compiling a business case for them

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9The Role of the RE in Acquisition Projects

Ensure the reliability of new assets proactively by doing RAMS analysis as part of operational readiness

• Specify the reliability, maintainability and availability of new equipment based on the operational requirements

• Do RAMS and LCC analysis during the design and development phase to evaluate and select alternative solutions

• Participate in the development of criteria for and evaluation of equipment suppliers, spares suppliers and service providers

• Develop reliability acceptance tests as part of the commission plans

• Use the Warranty Management System to perform defect elimination investigations for critical assets

RAMS = Reliability, Availability, Maintainability and Safety

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10

The Role of the RE in Lifecycle Management

Do life cycle cost analysis to support financial asset decision-making

• Use life-cycle costing (LCC) and equivalent annual costs (EAC) to support repair-replace decisions

• Use cost models to optimise spare part stockholding

• Compile asset management plans for critical assets to define how to maximise their value during the remainder of their lives (maintenance strategies, technology upgrades, mid-life overhauls, etc)

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11Basic RE Competency model

ContextBusiness drivers and

asset management

principles

Data AnalysisData acquisition,

quality, processing and

interpretation

Technical AnalysisAsset criticality and functions

Failure modes, mechanisms and root

causes

Financial AnalysisQuantify value

Business case

Life cycle costing

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12Proposed learning pathway - RE

Asset

Management

Landscape

Gives REs an

overview of

Asset

Management

principles and

practices

Maintenance

Plan

Development

Practical

training in

principles and

practices of

maintenance

plans

Structured

Problem

Solving

Practical

training in

rigorous

problem

solving based

on DMAIC

steps

Reliability

Engineering

Overview of

RE roles,

techniques for

reliability and

value analysis

and how to

implement RE

Fundamental

of Condition

Monitoring

Overview of

CM

techniques,

their

application and

benefits

En

gin

ee

rin

g Q

ua

lific

atio

n

Pra

ctica

l Ap

plic

atio

n

Measuring

and Managing

Performance

The need for

performance

measurement

AM KPIs and

their

interrelation-

ships

Life cycle

Costs and

Financial

Decision-

Making

Calculation of

an asset’s LCC

and EAQ, and

using this data

for financial

decision-

making

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13Proposed learning pathway – Snr REPrecision

Engineering

Precision

engineering

techniques to

prevent failures

(eg balancing,

laser alignment)

Reliability

Analytics

Advanced

reliability analysis

like Weibulll

Analysis using

RE software tools

Spare Parts

Optimisation

Optimisation of

spare parts

inventory based

on an analysis of

criticality, usage,

lead times and

price

Advanced

Condition

Monitoring

(various)

International

certification in CM

techniques like

vibration analysis,

ultrasound,

lubrication

analysis, partial

discharge, etc)

CM

RP P

ractica

l Ap

plic

atio

n

Six Sigma

Green or

Black Belt

Advanced data

analysis (eg

analysis of

variance,

correlations, etc)

Failure Modes

and

Mechanisms

Advanced

analysis of failure

mechanisms

such as fatigue,

crack

propagation,

corrosion, etc.)

Probably a post-

graduate degree

in mechanical

engineering

Ju

nio

r R

E

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14The RE Toolkit

TOCRCM

TPM

TQM

DMAIC

K-T

TPS

Lean

Six Sigma

Apollo

FMECA

OMM5 Why

Pareto

Hazard Rate

Weibull

Fishbone

Kaizen

RAMS

RBD

CBM

UBM

RTF

Function

LCC

ACP

OEE

MTBFR(t)

Optimum

EAM

Excel

RCADE

FRACASP-F

KPI

KPI

Fault tree

Quick wins

Best Practice

WCM

ROI

Payback

PDCA ADKAR

MERP

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15Ideal RE Profile

5 Habits of great RE’s

• Identify issues

• Understand issues

• Find alternatives

• Decide with data

• Facilitate to implement

Source: https://reliabilityweb.com/articles/entry/the-5-habits-of-great-reliability-engineers

Personality traits

• Strong technical background

• Reasonable understanding of the equipment and process

• Expertise in the methodology and tools (the tool kit)

• Very good facilitation skills

• A logical and systematic approach

• Attention to detail

• Energy, Drive, Enthusiasm

• Motivate people into action

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16Implementing a Reliability Program

Source: 12 Elements of effective reliability management, Drew Troyer

Strong leadershipEffective

communicationsDesign for RAMS

Reliability-focused operations

Reliability-focused maintenance

Effective talent management

Customer and supplier

relationships

Reliability data collection and

analysis

Knowledge management

Targeted metricsRecognition and

rewardReliability culture

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17Final Thoughts

• Struggling with technology LOL ComediHa!.mp4

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A nonprofit, USA-based organisation created for practitioners to actively promote maintenance and reliability within their field and to the public

• Mission: To develop and promote excellence in maintenance, reliability and physical asset management

• Vision: To be the global leader for the maintenance, reliability and physical asset management profession

• Values: SMRP values data-driven excellence, sharing and collaboration, membership focus, continuous improvement, accountability, trust and respect, integrity and social responsibility

Society for Maintenance and Reliability Practitioners (SMRP)

Source: https://smrp.org/

https://smrp.org/

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20Certified Maintenance and Reliability Professional (CMRP)

• Available to any maintenance and reliability professional, regardless of education background or work experience

• Accredited by the American National Standards Institute (ANSI) according to the accreditation guidelines in ISO/IEC 17024

• Examination based on five pillars of the SMRP Body of Knowledge (BoK):

1. Business and management,

2. Equipment reliability,

3. Manufacturing process reliability,

4. Organization and leadership

5. Work Management

Covers technical proficiency and people skills with emphasis on application

Source: https://smrp.org/

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21The CMRP Body of Knowledge – 5 Pillars

Source: https://smrp.or

1. Business Management

The skills used to translate an organisation’s business goals into appropriate maintenance and reliability goals that support and contribute to the organization’s business results

2. Manufacturing Process Reliability

How maintenance and reliability activities relate to the manufacturing process to ensure that they contribute to its improvement

3. Equipment Reliability

The activities that apply to reliability improvement, including the assessment of the current equipment and process capabilities, as well as the selection and application of appropriate maintenance practices, to ensure the equipment and processes are safe and reliable

4. Organization and leadership

Processes for assuring that the maintenance and reliability staff is suitably qualified to achieve the agreed goals

5. Work Management

The skills used to get the agreed work done, including planning and scheduling, quality assurance and inventory management.

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Examination Format • Eligibility: Aany maintenance and reliability professional, regardless of

education, background or work experience.

• Mechanism: Computer-based exam at an approved test center worldwide (not at your home computer…) or manual examinations administered by a SMRP approved proctor

• Format:

• ±110 multiple choice type questions; 2hr 30min allowed time

• Closed book, no reference materials

• A scientific, non-programmable calculator is permitted (no other computers)

• No limit on the number of attempts, but maximum once per six months

Refer to: CMRP “Candidate Guide for Certification and Re-certification“

Source: https://smrp.org/

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Registering for the Examination• Locate a test center in your area

(https://www.kryteriononline.com/Locate-Test-Center)

• Get information about the process, potential exam dates, any additional fees or procedures specific to the test center

• Visit SMRP website (https://smrp.org/CMRP-Registration)

• Create a member account on the SMRP website

• Complete and submit an application form online

• Pay the prescribed fees (October 2018 rates)

• US$300.00 for SMRP members,

• US$470.00 for non-SMRP members

• Individual SMRP membership = US$170.00 per year

• Once application was successful and the fees have been paid, you have 6 months to take the exam

Refer to: CMRP “Candidate Guide for Certification and Re-certification“

Source: https://smrp.org/

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Certification• Successful candidates (Certificants) receive a CMRP certificate and are allowed to

use the “CMRP” designation

• Valid CMRP’s names appear on the CMRP Directory on the SMRP website

• Certificate valid for 3 years after which you need to re-certify

Refer to: CMRP “Candidate Guide for Certification and Re-certification“

Source: https://smrp.org/

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25Recommended Books and Reference Material

Source: https://smrp.org/

• “Maintenance Strategy” by Anthony Kelly

• “Toyota Way: 14 Management Principles from the World’s Greatest Manufacturer” by Jeffrey K. Liker

• “Juran’s Quality Handbook, 7th Edition” by Joseph A. DeFeo

• “Maintenance & Reliability Best Practices” by Ramesh Gulati

• “World Class Manufacturing” Richard J. Schonberger

• “Gateway to World Class Maintenance” by Anthony M. Smith & Glenn R. Hinchcliffe

• “Making Common Sense Common Practice” by Ron Moore

• “The 7 Habits of Highly Effective People” by Stephen R. Covey

• “Successfully Installing TPM in a Non-Japanese Plant” by Edward H. Hartmann

• “Computerized Maintenance Management Systems” by Terry Wireman

• “Maintenance Planning & Scheduling Handbook” by Doc Palmer (1st 3 chapters)


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