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Maintenance Planning1

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    MAINTENANCE

    PLANNING

    Prof. Dr. / ATef A. Aly

    SHOUBRA FACULTY OF ENG.

    BANHA UNIVERSITY - EGYPT

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    WHAT ?

    WHAT IS MEANT BYMAINTENANCE?

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    Maintenance is an element of a

    complete production system.

    Maintenance can be defined as a set of

    activities, or tasks, that are related topreserving equipment in a specifiedoperating condition, or restoring failed

    equipment to a normal operatingcondition.

    SHENOY, D. and BHADURY, B. 1998

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    Maintenance comprises any actions (other than servicing during operationsuch as fueling or minor adjustments)that alter a product or system in such a

    way as to keep it in an operationalcondition or to return it to anoperational condition if it is in a failed

    condition.

    BLISCHKE, W. R., and MURTHY, D. N., 2003

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    ProductionProcess

    Feedback

    Maintenance

    Processes

    OutputInput

    Production

    Capacity

    Demand for

    Maintenance

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    Objectives of maintenance:

    To control the availability of theequipment, at minimum resourcecost.

    To extend the useful life of theequipment.

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    Maintenance

    Management

    Maintenanceplanning

    Minimize

    Maintenance

    cost

    Organizing

    Maintenance

    Resources

    Directing

    execution ofMaintenance

    plan

    Initiate

    corrective

    actions if

    schedule slips

    Define

    process for

    performing

    maintenance

    tasks

    FUNCTIONS OF MAINTENANCE MANAGEMENT

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    Maintenance

    planning

    FUNCTIONS OF MAINTENANCE MANAGEMENT

    Creating Maintenance Schedule.

    Maintenance Policies.

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    Organizing

    Maintenance

    Resources

    FUNCTIONS OF MAINTENANCE MANAGEMENT

    Resource management:Manpower.

    Tools & instruments

    Facilities

    Spare parts

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    Minimize

    Maintenance

    cost

    FUNCTIONS OF MAINTENANCE MANAGEMENT

    Budgeting

    Minimize cost of holding, downtime,

    ordering, etc.

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    Define process

    for performing

    maintenance tasks

    FUNCTIONS OF MAINTENANCE MANAGEMENT

    Work order creation

    Request conversion.

    Quality assurance.

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    Initiate corrective

    actions if

    schedule slips

    FUNCTIONS OF MAINTENANCE MANAGEMENT

    Tracking maintenance activity to

    completion.

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    Directingexecution of

    Maintenance plan

    FUNCTIONS OF MAINTENANCE MANAGEMENT

    Effective utilization of resources.

    Monitoring performance.

    Supervisory review.

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    BASIC TYPES OFMAINTENANCE

    Preventive

    Maintenance

    Corrective

    Maintenance

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    Preventive Maintenance

    These actions generally acquire shutdown

    of an operational system and are intended

    to increase the length of its lifetime and/or

    its reliability.

    Action range from relatively minor

    servicing requiring a short downtime, such

    as lubrication, testing, plannedreplacement of parts or components, to

    minor overhauls requiring a significant

    amount of downtime.

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    Corrective Maintenance

    Comprises actions taken to restore afailed product or system to an

    operational state. The actions involve repair or

    replacement of all failed parts and

    components necessary for successful operation of item.

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    Preventive

    Maintenance

    Clock-based

    Maintenance

    Usage-based

    Maintenance

    Age-basedMaintenance

    Design-out

    Maintenance

    Opportunity-

    based

    Maintenance

    Condition-

    based

    Maintenance

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    Clock-basedMaintenance

    PM actions which carried out at set

    time, e.g. Timing Belt replacement.

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    Age-based

    Maintenance

    PM actions That based on the age ofthe component, e.g. Age

    Replacement Policy.

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    Usage-based

    Maintenance

    PM actions That based on the usage ofthe component, e.g. tires components of

    an aircraft.

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    Condition-based

    Maintenance

    PM actions That based on the condition of

    the component being maintained through

    measuring certain variables such asvibration, noise, or temperature, e.g.

    maintenance of bearing and similar

    components.

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    Opportunity-based

    Maintenance

    This is applicable for multipoint system,

    where a maintenance action (PM or CM) for

    a component provides an opportunity forcarrying out PM actions on one or none of

    the remaining component of the system.

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    Design-outMaintenance

    This involves carrying out

    modifications through redesigning the

    component. As a result, the newcomponent has better reliability

    characteristics.

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    CorrectiveMaintenance

    Good-as-new repair

    Minimalrepair

    Different

    from-new

    repair(I)

    Different from-new

    repair(II)

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    Good-as-new repair

    Here, the failure time distribution of the

    repaired item is identical to that of anew one. In real life this type is seldom

    occur.

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    Minimalrepair

    A failed item is returned to operation withthe same effective age as it possessed

    immediately prior to failure. Failures then

    occur according to a non-homogeneous

    process with an intensity function having the

    same form as the hazard rate of the

    distribution of the time to first failure.

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    Different from-new

    repair(I)

    Sometimes when an item fails, not only are

    the failed components replaced, but also

    others that have deteriorated sufficiently.

    This action resulted in a change in thefailure time distribution function of all

    repaired items, being different from that of

    the new item.

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    Different from-new repair(II)

    In some instants, the failure

    distribution of the repaired componentdepends upon the number of times the

    item has been repaired.

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    What is meant by maintainability?

    It is the probability that a failedsystem can be made operable ina specified period of time.

    (kapur and Lamberson, 1977)

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    What is meant by maintainability?

    It the ability of an item, under stated

    conditions of use, to be retained in, or

    restored to, a state in which it can perform

    its required functions, when maintenance is

    performed under stated conditions and using

    prescribed procedure and resources.( According to BS 4778)

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    Maintainability performance requirements

    The maintainability performance to beachieved by the design of the item.

    The constraints that will be placed on the use

    of the item which will affect maintenance. The maintainability program requirements to

    be accomplished by the supplier to ensurethat the delivered item has the required

    maintainability characteristics.

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    Whatis meantby Reliability?

    The reliability of a product or systemconveys the concept of dependability,successful operation or performance, andthe absence of failure.

    The reliability of a product or system is the

    probability that the item will perform its intended

    function throughout a specified time period when

    operated in a normal (or stated) environment.

    BLISCHKE, W. R., and MURTHY, D. N., 2003

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    Quality

    Quality is not absolute but relative, Amaintenance activity can be considered

    to be of high quality if : It restores an item of equipment to its

    working state, without causing damage tothe equipment or to any of its parts.

    It is initiated on time and the equipment isreturned to production at the required time.

    It incurs not more than the budgeted cost.

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    Quality

    Reliability and maintainability are onlytwo of the many dimensions of quality.

    The other quality characteristics are:

    Conformance (to standard and specs).

    Performance

    Features

    Durability Serviceability (the probability that a

    product or system is operational)

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    Role and importance ofreliability,Maintenance, Maintainability, and Quality

    Factors leading to failure:

    Design.

    Materials.

    Manufacture.

    Quality control. Shipping and handling.

    Storage.

    Use.

    Environment.

    Age.

    The occurrence of related previous failures.

    The failure of an interconnected component, part orsystem.

    Quality of repair after failure.

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    Role and importance ofreliability,Maintenance, Maintainability, and

    Quality The role of reliability and maintenance is to

    minimize both the probability of occurrencethe failure and the impact of failure when they

    occur. Since failure cannot be prevented entirely, it is

    important to increase both reliability andmaintenance efforts which lead to fewer

    failures.

    The cost is also related to R&M , warrantycosts to the manufacturer decrease as product

    reliability increases.

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    Maintenance

    Manager

    Supervisor

    Group

    Q. Assurance

    Group

    Maintenance

    Resources

    Maintenance

    System

    Schedule

    Process data

    Information

    on production

    windows

    Intimation of

    activitycompletion

    Verification of

    completed actions

    Availability

    Improved

    process

    Dynamics of a maintenance group

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    Purpose of preventive maintenance

    Equipment inspections to uncoverdeficiencies before failure and insufficient time, plan deliberaterepairs.

    Nondestructive testing techniquesto detect equipment deteriorationand monitor equipment conditionto not abnormal operation.

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    Purpose of preventive maintenance

    Collectively (condition monitoring) Lubrication to reduce friction that

    causes heat, wear, and misalignment.

    Routine cleaning and adjusting donein conjunction with inspection orlubrication, or performed byoperators.

    Replacement of minor components toreduce chances of more importantcomponents failing.

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    Preventive MaintenanceObjectives

    Reduction of emergency repairs.

    Reduction of unscheduled repairs.

    More planned and scheduled work. Better manpower utilization.

    Reduction in repair costs

    Reduced downtime cost. Preservation of assets.

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    MAINTENANCE ACTIONS

    Coordinating program elements:

    Work order system Planning

    Scheduling

    Information system

    Getting personnel organized.

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    PM procedures

    General nature of PM services.

    Conduct of services.

    Required services.

    Service frequencies:

    A services (250 hrs) routine cleaning, lubrications, andchecking of specific critical items

    B services (500 hrs) repeat A services, replace selectedfilters, take oil sample for analysis, and load testhydraulic system.

    C services (750 hrs) repeat A services, replace selected

    drive belts. Coolants, hydraulic fluids, road test brakes,and test on hill climb.

    D services (100 hrs) repeat A services, make enginecompression test, test exhaust emissions, and replaceselected seals.

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    PM procedures

    Service time.

    Downtime.

    Identification of services for fixed equipment

    9069001 lubrication route 01, cost center 0

    9 standing work order06 cost center

    90 lubrication

    01 route 01

    * Identification of services for mobile equipment

    5101191 A service, Haulage truck 01151 Haulage truck

    011 unit 011

    91 A service ( 250 hrs)

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    MeasuringPM success

    Reduction in emergency repairs.

    Increased scheduled maintenance.

    Reduction in unscheduled repairs.

    Increased equipment life.

    Extend time between repairs.

    Long-term cost reduction.

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    Lubrication

    Objective.

    Use of lubrication personnel.

    Automatic lubrication system.

    Oil sampling.

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    destructivetesting-Non

    Infrared inspection (thermography)

    Magnetic particle testing.

    Vibration analysis.

    Ultrasonic testing.

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    PLANNING, SCHEDULING, AND WORK EXECUTION

    Planning : organizing resources inadvance of a major job, so that, uponexecution, the work may be carried outmore effectively.

    Scheduling: Determining and confirmingthe best time to perform a major jobwith least interruption of operations

    and effective use of maintenanceresources.

    Planning Policies

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    Planning Policies

    Guidelines for planning policy: Developing the criteria that identifying

    the type of work which will be plannedand scheduled.

    A priority system will be applied.

    All planned work will be jointlyscheduled with operations.

    Measuring at the end of scheduledperiod.

    Focusing on the scheduled work.

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    Planning Criteria

    The work must be planned orscheduled if:

    Cost and performance must be

    measured. A standard must be complied with.

    Warranty work is being done.

    W

    ork must be started and completedwithin a specific period.

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    Planning Criteria

    If any ten of the following 12 conditionsexist:

    1. work not required for at least one week.

    2. Duration exceeds one elapsed shift.

    3. Requires two or more crafts.

    4. Requires crafts not part of the regularcrew.

    5. Requires two different material sources;stock, purchased or fabricated.

    6. Require coordinated equipment shutdown.

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    Planning Criteria

    If any ten of the following 12 conditionsexist:

    7. Requires supporting mobile equipment,special tools, and so forth.

    8. Requires rigging, and transportationfacilities.

    9. Job plan necessary.

    10.Requires drawings, prints, or schematics.11.Requires contractor support.

    12.Estimated at more than $5000.

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    Whatthe planner shoulddo?

    1. Prior to initiating planning:

    a. Receive requests for planned work andevaluate them against prescribed

    criteria.b. Monitor the long-range forecast to

    identify work in the immediate futuretime frame requiring planning.

    c. Confer with supervisors to determine thecondition of equipment on which work isdue.

    Wh h l h ld d ?

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    Whatthe planner shoulddo?

    2. During planning:a. Prepare preliminary work orders.b. Conduct field investigations of unique jobs.

    c. Develop a job scope for unique jobs.

    d. Estimate labor by craft.

    e. Prepare bills of materials.f. Coordinate with shop planners if shop support is needed.

    g. Assemble drawings, schematics, instructions and so.

    h. Identify mobile equipment, rigging, and transportations needs.

    i. Estimate total job cost.

    j. Establish a target date for scheduling the job.k. Obtain job approval.

    l. Determine job priority.

    m. Open the work order in the information system.

    n. Order material and shop work.

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    Whatthe planner shoulddo?

    3. Prior to Scheduling:

    a. Determine the availability of materialsand the completion of shop work.

    b. When all materials are available, setup a preliminary schedule withoperations.

    c. Tentatively arrange mobile equipment

    support, rigging, transportation, andon-site material delivery.

    d. Brief supervisors on the proposed

    schedule.

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    Whatthe planner shoulddo?

    4. Scheduling:a. Attend, the maintenance and operations

    scheduling meeting to assist in presentingthe schedule.

    b. After schedule approval has been obtained,distribute the approved schedule.

    c. Provide maintenance supervisors with workorders, drawings and so, necessary for them

    to perform the work.d. Confirm mobile equipment support, rigging

    transportation, and on-site material deliverythat was previously arranged.

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    Whatthe planner shoulddo?

    5. During job executiona. Attend daily coordination meetings andcoordinate changes necessary due todelays or job deferral.

    b. Using job information, monitor workinitiation and progress.

    c. Assist the supervisor in the coordinationof rigging, transportation, use of mobileequipment, or on-site material delivery.

    d. Upon job completion, discuss anyvariances with the supervisor and closethe work order.

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    Whatthe planner shoulddo?

    6. After job completion

    a. Note job cost and performance.

    b. Compare variances with standards or

    cost estimates where appropriatec. Measure schedule compliance and

    advise maintenance management.

    d. Observe backlog changes in man-power utilization..

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    Whatthe maintenancegeneralsupervisorsshoulddo?

    1. Provide operational control of the planner.2. Prescribe work to be planned within the

    criteria for selecting planned work.

    3. Specify the time frame within which theplanned work should be targeted forscheduling.

    4. Monitor the long-term forecast and guide

    the planner in anticipating the planning offorecasted jobs.

    5. Approve the preliminary weekly scheduleand verify its content.

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    Whatthe maintenancegeneralsupervisorsshoulddo?

    6. Present the weekly schedule for approval byoperations.

    7. Monitor the conduct of the schedule and itscompliance.

    8. Participate in daily coordination meetingsand adjust the utilization of maintenanceresources should equipment availabilitychange or work to be deferred.

    9. Monitor cost and performance on major jobs,investigate, and correct significant variancesagainst estimates or standards.

    10. Discuss exceptions with the planner and

    recommend corrective actions.

    Wh i i h ld

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    What maintenance supervisor should

    do?

    1. Assist the planner in fieldinvestigations or the interpretationof standards.

    2. Confer with the planner on task

    sequences, use of labor, availabilityof materials, mobile equipmentneeds, and so forth, to ensure thatthe plan is practical

    3. Execute the weekly schedulethrough crew members andcoordination with the planner.

    Wh i i h ld

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    4. Explain significant variances fromthe plan and recommend changesfor future repetitions of similar jobs

    5. Ensure correct, accurate, timelyreporting of field data on each job..

    What maintenance supervisor should

    do?

    Wh t ti i h ld

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    What operations supervisor should

    do?

    1. Approve work orders based onestimated cost and timing

    2. Help establish job priorities.

    3. Approve the tentative weekly planpresented by maintenance

    4. Participate in the weekly scheduling

    meeting and approve (or modify) theschedule recommended bymaintenance

    Wh t ti i h ld

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    What operations supervisor should

    do?

    5. Make equipment available accordingto the approved schedule

    6. Participate in daily coordination

    meetings and, as necessary, adjustthe availability of equipment tobetter meet the schedule.

    7. Observe schedule compliance aswell as job cost and performance

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    Labor Control

    Factors affecting labor Control:

    Determine work force size andcomposition

    Measure the utilization of labor

    Assess overtime use.

    Control absenteeism.

    Improve worker productivity.


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