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Document Control
Cover Page
Name of Document: Guidebook for Effective Measurables - Overall Equipment Effectiveness
Current Effective Date 3/05/99 Current Version Number 2.0
Record of RevisionsVersion
Number
Effective
Date
Revision Description Authorized By
1.0 01/98 Initial Release S. Rezabek
2.0 3/05/99 Revisions done in conjunction with information gathered at the GEM
Review meeting
S. Rezabek
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Ford Production System
Guide Book for Effective Measurables
Overall Equipment Effectiveness
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Table of Contents
WHY MEASURE OVERALL EQUIPMENT EFFECTIVENESS (OEE)..............................................................................7
WHY MEASURE OEE?................................................................................................................................................................ 9
DEFINITIONS AND CALCULATIONS SECTION...............................................................................................................11
DEFINITIONS ........................................................................................................................................................................ 13
CALCULATION.....................................................................................................................................................................14
MAJOR LOSS GUIDELINES.................................................................................................................................................17Equipment Breakdowns (Availability Loss) ..................................................................................................................................... 17
Set-Up and Adjustment Losses (Availability Loss) ........................................................................................................................... 18
Tooling Losses (Availability Loss).................................................................................................................................................... 18
Documented Minor Stoppages (Availability Loss), and All Other Idling & Minor Stoppages (Performance Efficiency Loss)....... 19Quality Losses (Quality Rate) ............................................................................................................................................................ 21
Startup Losses.................................................................................................................................................................................... 21
OVERALL EQUIPMENT EFFECTIVENESS CALCULATION SHEET......... ........... .......... ........... .......... .......... ........... ..... 22
OEE CALCULATION AND ROLL-UP RULES EXAMPLES........ ........... ........... .......... ........... ........... .......... ........... ......... .. 24Management Summary ...................................................................................................................................................................... 26
IMPROVEMENT PROCESS SECTION.................................................................................................................................29
STEP 1: LAUNCH PLAN....................................................................................................................................................... 32
STEP 1A: IMPLEMENTATION CHECKLIST..................................................................................................................32
STEP 1B: DETERMINE DATA COLLECTION METHOD(S)........ ........... ........... ........... .......... ........... ........... ............ ...... 34Manual data collection....................................................................................................................................................................... 36
Automatic data collection .................................................................................................................................................................. 41
STEP 1C: DEFINE PLANT DEFINED CATEGORIES.....................................................................................................42
STEP 2: DETERMINE EQUIPMENT OR PROCESS FOR DATA COLLECTION................. ........... ........... ........... .......... 43
STEP 3: DEFINE EQUIPMENT SPECIFIC LOSSES ..........................................................................................................44
STEP 4: ESTABLISH BASELINE ........................................................................................................................................45
STEP 5: PROBLEM SOLUTION CYCLE ............................................................................................................................46
STEP 5A: PLAN.................................................................................................................................................................. 46
STEP 5B: DO...................................................................................................................................................................... 52
STEP 5C: CHECK.............................................................................................................................................................. 54
STEP 5D: ADJUST.............................................................................................................................................................55
DIVISION SPECIFIC EXAMPLES SECTION......................................................................................................................57
ELECTRONICS PLANT EXAMPLE:...............................................................................................................................................59
CONDENSER PLANT EXAMPLE: .................................................................................................................................................64
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Why Measure Overall Equipment
Effectiveness (OEE)
SECTION
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Why Measure OEE?
Overall Equipment Effectiveness (OEE) is a measure of the ability of a piece of equipment to consistently
produce product, which meets Quality Standards, at the designed cycle rate without disruption. It measures the
Availability, Performance Efficiency, and Quality Rate of a machine. The objective of monitoring and improving
OEE, is to increase the effective utilization of the equipment; resulting in increased throughput (revenue),
decreased cost, lower inventories (required working capital), and lower net fixed assets (improved investment
efficiency). This will increase the health of the Company which benefits employees, customers, creditors, and
shareholders.
Return on Assetsis one business measure of the health of the Company and each of its plants. Improvements in
equipment OEEs, affect each element of the Return of Assets equation given below:
Return on Assets = Revenue - Costs
Working Capital + Net Fixed Assets
Increase throughput and quality (Revenue) - Improving the OEE of the constraint piece of equipment, will
result in increased throughput and improved quality. This will allow the Company to increase Revenue, byproducing and selling more products - based on demand from the market place. Increased throughput could
result in increased capacity allowing some plants to in-source products.
Total Cost (Cost) - Improved OEE reflects reduced downtime cost, lower fixed cost, and improved quality
(reduced rejects, rework, reruns, and scrap). This will allow the Plant to be more competitive and help the
Company increase earnings by reducing Cost.
Reduce Inventories (Working Capital) - Improved OEE increases the stability and predictability of production,
resulting in lower required inventory levels throughout the production chain (suppliers, supporting Ford plants,
and other internal Plant operations). This decreases the amount of Working Capital required to run the plant.
Improve Investment Efficiency (Net Fixed Assets) - Improved OEE requires thorough maintenance of
equipment, resulting in higher reliability, product quality, and increased production equipment life. With
increased usefulness of the equipment, the plant can use available cash to invest in new products or new
business rather than purchasing replacement equipment.
Just as OEE is an indicator of the health of a piece of equipment, Return on Assets indicates the health of a
Company. A healthy company can providejob securityfor the workforce.
Key Ford Production System (FPS) requirementsfor stabilizing and improving OEEs are:
Sound maintenance practices
Reliable and maintainable tooling/equipment
Stable/controlled processes
Strong FTPM process
Lean changeover processes
Highly skilled team-oriented workforce
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Definitions and Calculations Section
SECTION
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DEFINITIONS
PURPOSE:
The goal of the OEE measurable is to provide the shop floor workgroups with a process that will enable them to
collect data on the Major Equipment Losses, analyze that data, and use it for continuous improvement.
DEFINITION:
OVERALL EQUIPMENT EFFECTIVENESS
OEE is a measure of the ability of a piece of equipment or a process to consistently produce products, which meet
Quality Guidelines without disruption, at the designed cycle rate. It measures the availability, performance
efficiency, and quality rate of a machine.
OEE MUST BE CALCULATED FOR PROCESS AND/OR EQUIPMENT CONTSTRAINTS FOR PLANT END-
ITEM PRODUCTS.
OEE = Availability x Performance Efficiency x Quality Rate
AVAILABILITYAvailability is the amount of time the machine or the process was available to run compared to the amount of time
it was scheduled to run. Availability can be affected by equipment failures and breakdowns, setup and adjustment
losses, tooling, documented minor stoppages, and startup losses. Do NOT subtract Blocked and Starveddown
time from Availability.
Availability = Operating Time / Net Available Time
Net Available Time = Total Scheduled Time - Contractually Required Down Time*
Operating Time = Net Available Time - Down Time**
*Contractually Required Down Time: As defined in the plant union agreement.
**Downtime includes losses due to: Equipment Breakdowns, Setup & Adjustments, Tooling Losses, Changeovers,
and other Documented Minor Stops.
PERFORMANCE EFFICIENCYPerformance Efficiency determines how closely a piece of equipment or a process runs to its ideal cycle time. It
can be affected by speed losses and losses associated with undocumented idling or minor stoppages resulting from
blocked or starved upstream and downstream equipment. If possible, blocked and starved time that impacts a piece
of equipments Performance Efficiency should be logged.
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Performance Efficiency = (Ideal Cycle Time x Total Products Run) / Operating Time
Ideal Cycle Time = The designed (engineering standard) cycle rate of the equipment for a product
using specific tooling, or the designed end of line rate/line speed of the process.
*
*Any changes to Ideal Cycle Times must be made and documented using the plants Manage the Change process.
QUALITY RATEQuality Rateis the total number of good products produced on a piece of equipment or a process compared to the
total products run.
Quality Rate = (Total Products Run - Total Rejects) / Total Products Run
Note: All defects are to be used as rejects in the calculation, not just off-line defects. First Time Through (FTT)
Measurables which include on-line repairs may, where appropriate, be used as Quality Rates for equipment and/or
process OEEs.
OEE DATA COLLECTION REQUIREMENTS:WHERE:Collect data on identified constraint operations, and other pieces of equipment or processes selected by the Plant.
FREQUENCY:
Data should be collected by shift and by product or job if applicable. OEE data should be reviewed daily, and
trended over time to identify improvement opportunities and verify the effectiveness of process changes.
WHO:
Shop Floor groups are the main users and collectors of OEE data. Appropriate Plant support personnel should be
identified to manage the implementation and maintenance of:
the Plant OEE data collection process
the OEE Information Technology (IT) computer systems enablers, and
the data analysis and reporting processes.
WHAT:
Downtime data must be collected for the following MAJOR LOSSES: Equipment Breakdown, Setups and
Adjustments, Tooling Losses, Documented Minor Stops, Undocumented Idling and Minor Stops, Start Up Losses,
Reduced Speed Losses, and Quality Losses.
Plants may also specify PLANT-WIDE LOSSESthat they want to track across the Plant on all machines. For
example: Crisis Maintenance, Unscheduled Tool Changes, Preventive Maintenance.
Groups must define the EQUIPMENT SPECIFIC LOSSESthey will track and analyze on individual pieces of
equipment or processes. Examples include: Oil fault, limit switch failed, broken belt, calibrate, clean locator,
blocked or starved conditions.
Major Loss Plant-Wide Category Equipment Specific Loss
Equipment Breakdowns Crisis Maintenance Bearing/Bushing
CALCULATION
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The Equipment Time Slice Diagram(Figure 2-1) is an excellent graphical tool that a Plant can use in developing
concise operational definitions of the time elements of OEE. It is recommended that OEE be reported as its 3
elements (availability, performance efficiency, and quality rate) as in Figure 2-1. Plant definitions of the elements
of OEE must agree with the OEE GEM definitions given below:
TOTAL SCHEDULED TIME (Scheduled Time)
Total Scheduled Time is the length of time that a piece of equipment or processes is scheduled for production andmaintenance activities. Shop Floor Schedules for all production processes should define the time required to
make the number of products required by the plants shift schedule, complete any required tooling or process
equipment changeovers, and complete all planned maintenance. Shop Floor Schedules should also be based on
customer demand andplant requirements,and they must be developed in advance of the required production
activity. Total scheduled time must be increased to reflect extensions of the scheduled plant production operating
time, but production short-shift time should not be subtracted from the Total Scheduled Time defined by the shop
floor schedule. DO NOT subtract Blocked and Starved down time losses from the Total Scheduled Time.
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Total Parts Run
Total
Rejects
Down
Time
Total Scheduled Time
Net Available Time
Operating Time
Good Parts
Contractually
RequiredDown Time
START UP LOSSES
OVERALL EQUIPMENT EFFECTIVENESS (OEE)Equipment Time Slice Diagram
Reduced Speed Losses
Idling and Minor Stops
Blocked and StarvedQuality Losses
Equipment Breakdowns
Setup and Adjustment
Tooling Losses
Documented Minor Stops
EQUIPMENT
OEE
MAJORLOSSES
=Quality
RateX X
PerformanceEfficiency
Availability
Losses
Performance
The Time Slice
Diagram shows a
visual representation
of the differentcomponents of the
OEE measurable and
the effects of the
major losses.
Figure 2-1
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MAJOR LOSS GUIDELINES
Major loss identification and analysis, is the process used on the shop floor to systematically improve equipment
and process performance. The plant floor personnel must strive to measure, understand, and attack the root
cause(s) of each major loss. The OEE major lossesinclude: Equipment Breakdown, Setups and Adjustments,
Tooling Losses, Documented Minor Stops & Undocumented Idling and Minor Stops, Start Up, Reduced Speed
Losses, and Quality Losses.
When accounting for the losses from a single event, remember that the most important issue is to find the root
causeof the total loss and take corrective action so that it will not happen again.
Be careful not to double account for a single loss. For example, if a tooling failure causes additional
damage to the machine, and the machine requires repairs, do not double account for the time. Whenever
possible, split the lost time between Tool Change and Equipment Breakdown loss categories.
Consistency in categorizing (binning) losses across the plant is important because it standardizes and
simplifies the OEE data collection and analysis process.
Equipment Breakdowns (Availability Loss)
Equipment Breakdowns are losses resulting from any equipment malfunction that requires maintenance
intervention. Equipment Breakdown loss is defined as the time between when the equipment is stopped, due
to malfunction, until the equipment is repaired, checked out, and ready to operate. This includes response
time to react to the malfunction, time to diagnose and identify the cause and/or result of the failure, time to repair
the equipment, and any test time to insure that the failure has been corrected. Information on the cause, duration,
effects, and actual repairs made to the equipment should be recorded for all breakdown incidents to enable analysis
and prioritization of opportunities for improvement.
Examples of Equipment Breakdowns include:
Wear Product Failure
Utility Failure
Equipment Jam Component Fatigue
Transfer Line or Conveyor Belt Failure Misalignment
Lubrication Failure Controls Failure
Operator Error Equipment Design Misapplication
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Set-Up and Adjustment Losses (Availability Loss)
Set-up and Adjustment Losses are losses resulting from downtime while the equipment or process is being
prepared to run a different product or altered to meet end product specifications. The time recorded must
include both changeover time (when changing from one product to another) and setup time following equipment
overhaul or maintenance. The type and duration of all equipment setup and adjustment time should be recorded
and tracked in pre-assigned Plant-Wide Loss categories for different types of set-up and adjustment times (e.g.die change, die alignment, retooling, or calibration). This will enable drill-down analysis of OEE data in order to
reduce each type of set-up and adjustment loss on a plant-wide basis. If equipment changeover is performed off-
shift, when production is not scheduled, the set-up and adjustment time is not recorded as an availability loss. This
practice will highlight the critical need to optimize set-up and adjustment time on three shift machines. All set-up
and adjustment times should be recorded, tracked, and analyzed to identify opportunities to make the set-up and
adjustment process more efficient.
Examples of Set-up & Adjustment Losses include:
Calibration Product Changeover
Die Change Tooling Changes between products.
Limit Switch Adjustment Process Controller Re-programming
Set Point Adjustment
Tooling Losses (Availabili ty Loss)
A Tooling Loss is lost time associated with failure, breakage, deterioration, or wear of a machine or process
tool. Losses from perishable tooling (e.g. drill bits and welding tips ), can be minimized by predicting failure of
wear products prior to actual breakage. Losses from removable and traceable non-wear tooling (e.g. injection
molds and stamping dies), can be minimized by maintaining and analyzing individual performance histories of the
tooling. The plant OEE Measurables process should include the collection of mean time between tool failure,
mean time to repair tooling, and individual tooling performance history data. This will facilitate the
documentation and tracking of all tooling losses, with the intent of analyzing the losses and eliminating their root
causes.
Examples of Tooling Losses include:
Drill Bit Breakage Cutting Tool Wear-out
Saw Blade Breakage Injection Mold Failure (or high reject rate)
Stamping Die Failure (or high reject rate) Scheduled Tool Changes
Punches Pulled Tips
Note: Tool Changes related to producing a different product should be recorded under the Set Up and Adjustment
Losses Category.
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Documented Minor Stoppages (Availability Loss), and All Other Idling &Minor Stoppages (Performance Efficiency Loss)
Documented Minor Stoppages and All other Idling & Minor Stoppages are losses resulting from
interruptions in the process flow requiring operator or job setter intervention. Minor losses which are
documented, belong in the Documented Stoppages category (Availability), except Starved and Blocked time
losses. (These belong in the Documented Stoppages Category (Performance Efficiency)). Losses which can not
be documented, belong in the All Other Idling & Minor Stoppages category and are classified as Performance
Efficiency losses. It is not always practical to document all stoppages, and the plant should establish a decision
rule for consistent documentation of minor stoppages. Effective decision rules for documentation of minor
stoppages, are usually based on a minimum time threshold. For example, All stoppages of duration more than x
minutes will be documented." As the documented stoppages are reduced, the threshold can be shortened. The use
of POS Monitoring, or other automated data collection systems, enables increased documentation of minor
stoppages. The plant should define equipment specific loss or cause codes that will be recorded by the automated
data collection system before a machine is placed back into the automatic mode.
In order to distinguish between documented minor stoppages and breakdowns, plants may wish to establisha
downtime duration threshold. For example, all stoppages equal to or greater than x minutes will be classified asbreakdowns, and all others will be classified as minor stoppages. It is important to establish clear definitions or
rules that are simple to apply, so that the collection of downtime data is consistent across the plant and can be
easily analyzed for root causes.
For Idling and Minor Stoppages, the exact downtime per incident may not be recordable, but an effort should be
made to categorize the number and total time duration of Idling and Minor Stoppages by type (such as jam
location, manual adjustment type/location, or blockage cause). Pareto analysis of the number of occurrences of
each type of minor stoppage, can lead to the identification and elimination of the root causes and the
corresponding minimization of losses associated with Idling and Minor Stoppages.
Examples of Minor Stops:
Machine Jam Undocumented Manual Adjustment
Material Misalignment Temporary Cleaning Requirement
Machine Reset
Blocked and Starved (Performance Efficiency)
Blocked and Starved time losses are NOTsubtracted from an equipments Availability. They reduce the
Performance Efficiency of the equipment. Production losses due to Blocked and Starved conditions should be
tracked whenever possible, and the plant should consider establishing plant-wide loss codes for specific blocked
and starved conditions, e.g. Blocked - Buffer Full, or Starved - No Stock from Supplier. Where min./max.
levels have been established with a pull system, blocked conditions may occur when all levels are at max. The
equipment or process would then be considered blocked. This could be a good time to complete Operatorpreventive maintenance such as Cleaning to Inspect.
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Reduced Speed Loss (Performance Effic iency)
Reduced Speed Loss is lost production due to the machine or line operating at an overall rate that is slower
than ideal cycle time. The ideal cycle time of a machine, along with the product that is being produced, is the
engineered design cycle rate. A faster cycle time may be used, if it has been documented and proven-out by the
plant, using the FPS Manage-the-Change process. Reduced Speed Losses should be tracked and regularly
reported.
Examples of Reduced Speed Losses include:
Running at less than design speed to meet quality specifications.
Running at less than design speed in order to stretch production runs to complete a scheduled shift.
Running at customer demand rate. (I.e., the machine or line has the capability of running 1000
products per hour, but customer demand rate is only 500 products per hour.) By running at your
customer's rate, the performance efficiency on this particular machine would only be 50%. However,
your Plant would also have a 50% capacity for growth on this machine as customer demand increased.
(Figure 2-2 shows the relationship between reduced speed, minor stops, and customer demand rate.)
Id e a l C y c l e R a t e
D o c u m e n t e d S t o p p a g e s
T im e
A c tu a l C y c le R a te
S p e e d L o s s e s
D o c u m e n t e d S to p p a g e L o s s e s
P r o d u c t i o n (A c t u a l C y c l e R a t e )
S
p
e
ed
R e l a t i o n s h i p B e tw e e n R e d u c e d S p e e d , Id l i n g & M i n o r
S t o p p a g e L o s s e s , a n d C u s t o m e r D e m a n d R a t e
u s to m e r D e m a n dR a t e
C u s t o m e r D e m a n d R a t e
Figure 2-2
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Quality Losses (Quality Rate)
A Quality loss is associated with the production of products that do not meet Quality Standards (unable to
pass quality control). The following Quality Losses must be included in the calculation of an OEE for a piece of
equipment or a process:
all product requiring either in-line or off-line rework all product that is rerun in order to meet Quality Standards
all product that is scrapped.
Only Quality Losses directly related to the equipment or process, should be included in the calculation of the
equipment OEE. These Quality Losses should be carefully reported and categorized for root cause analysis and
prevention of recurrence.
Examples of Quality Losses include:
Product rerun through testing operations Scratched or Discolored Glass
Unworkable IC Boards Broken Injection Molded Pieces
Missing or Dislocated Screw
Missing or Dislocated Weld Re-machined products
Startup Losses
A Startup Loss is defined as a loss that occurs between the time of equipment or process start-up until the
time that a product (product) is produced meeting all Quality Standards. This loss is usually a result of the
time it takes for the equipment to stabilize in terms of temperature, pressure, speed, etc. during start-up. The goal
in minimizing Startup Losses has two factors. The first is to minimize the number of startups by stabilizing
equipment reliability, production schedules, and overall machine operation. The second is to minimize the lost
time for each startup by bringing the equipment to stability in a shorter time. This may require equipment
modification to control temperature, pressure, and speed, prior to pushing the start button.All losses that occur during the startup period should be indicated by checking Start-up on the data collection
sheet. (See Section 3, Figure 3-3.) Start-up losses which are indicated in this way are not used in the OEE
calculation, but can be used for reporting purposes. Organizations should strive to reduce both the number of
startups and the time required to bring the operation to stability.
Examples of Startup Losses include:
Pre Heating Time before using a oven. Cleaning out material before using a machine.
Dirty Paint. Cleaning out lines.
Start-up lossesare recorded differently than the other Major loss categories. Start-up should be
indicated for every type of loss which occurs during the Start-Up period. For example, changing tooling to
make a new product should be recorded as a Set-up and Adjustment loss, but should also be recorded as aStart-up loss on the data collection sheet. An Equipment Breakdown which occurs during start-up, should
be recorded under the Equipment Breakdown category; and the Start-up box should also be checked.
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Total Parts Run
Total
Rejects
Down
Time
Total Scheduled Time
Net Available Time
Operating Time
Good Parts
Contractually
RequiredDown Time
START UP LOSSES
OVERALL EQUIPMENT EFFECTIVENESS (OEE)Equipment Time Slice Diagram
Reduced Speed Losses Idling and Minor Stops
Blocked and StarvedQuality Losses
Equipment Breakdowns
Setup and Adjustment
Tooling LossesDocumented Minor Stops
EQUIPMENT
OEE TERM
MAJORLOSSES
OEE =Quality
RateX X
PerformanceEfficiency
Avai labi lity
Losses
Performance
A
C
ED
B
G
K
M L J F
Figure 2-3
OVERALL EQUIPMENT EFFECTIVENESS CALCULATION SHEET
The OEE Calculation Sheet (Fig 2-4) can be used to perform the OEE calculation. The collected data is totaled
and entered into the corresponding items on the sheet. The circled letters in Figure 2-3 each correlate to a letter on
the calculation sheet.
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OEE Calculation Sheet
Equipment: Shift:
Reporting Period: Part:
AvailabilityA. Total Scheduled Time minutes
B. Contractually Required Downtimes minutes
Breaks minutes
Lunch minutes
C. Net Available Time (A-B) minutes
D. Down Time minutes
Equipment Breakdowns minutes
Setups & Adjustments minutes
Tooling minutes
Documented Stoppages minutes
Meetings minutes
Planned Maintenance minutes
E. Operating Time (C-D) minutes
F. Availability (E/C)
Performance Efficiency
G. Total Parts Run pieces
H. Ideal Cycle Time min / part
J. Performance Efficiency ((HxG)/E)
Documented Blocked / Starved
Blocked Time minutes
Starved Time minutes
Loss Due to Blockage & Starvation
Loss Unaccounted
Quality Rate
K. Total Rejects pieces
L. Quality Rate ((G-K(/G)
Overall Equipment Effectiveness
M. Overall Equipment Effectiveness (FxJxLx100)
Figure 2-4
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OEE CALCULATION AND ROLL-UP RULES EXAMPLES
Single Product
The following example shows how calculations are performed for a single product. In this example, the OEE is
being calculated for a single shift. After the shift ended, the data collected was summarized as shown in Figure 2-
5.
Data collected for a single product Line
Total Scheduled Time 480 min A
Contractually Required Downtime 30 min B
Downtime 50 min D
Total Products Run 1500 pieces G
Ideal Cycle Time 0.25min/product
H
Total Rejects 250 pieces K
Figure 2-5
The totaled data is then used to calculate the following information (Figure 2-6):
Calculation Result
Net Available Time:Total Scheduled Time - Required Downtime 480 30 450
Operating Time:Net Available Time - All Other Downtime 450 50 400
Avai labil ity: Operating Time / Net Available Time 400
450
8889%.
Performance Efficiency:(Ideal Cycle Time x Total Products Run) / Operating Time 0 25 1500
400
.
93 75%.
Quality Rate:(Total Products Run - Total Defects) / Total Products Run 1500 250
1500
8333%.
Overall Equipment Effectiveness:Availability x Performance Efficiency x Quality Rate 0 8889 0 9375 0 8333. . . 69 44%.
Figure 2-6
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Multiple Products (Across Product Roll-Up)
OEE should be calculated by product when significant differences in tooling or processes exist. In some cases,
however, plants may want to calculate an OEE for all products on a given machine by aggregating data together in
the calculation.
Data collected for each product: Product 1 Product 2
Total Scheduled Time 480 min 480 minContractually Required Downtime 30 min 30 min
Downtime 50 min 75 min
Total Products Run 1500 pieces 700 pieces
Ideal Cycle Time 0.25min/product
0.5 min/product
Total Rejects 250 pieces 116 pieces
Figure 2-7
The totaled data for each product should be calculated using the method demonstrated in Figure 2-6. In addition,
to calculate OEE for all products on a machine use the aggregate method in Figure 2-8.
Calculation ResultNet Available Time:SUM(Total Scheduled Time) - SUM(Required
Downtime)( ) ( )480 480 30 30+ + 900
Operating Time:Net Available Time - SUM(All Other Downtime) 900 50 75 +( ) 775
Avai labil ity: Operating Time / Net Available Time 775
900
8611%.
Performance Efficiency:SUM(Ideal Cycle Time x Total Products Run) /
Operating Time( . ) ( . )0 25 1500 0 5 700
775
+
9355%.
Quality Rate:(SUM(Total Products Run) - SUM(Total Defects)) /
SUM(Total Products Run)( ) (250 )1500 700 116
1500 700
+ +
+
8336%.
Overall Equip Effectiveness:Availability x Performance Efficiency x Quality Rate 0 8611 0 9355 0 8336. . . 6715%.
Figure 2-8
Across Time Roll-Up
OEEs on individual products or processes may be rolled-up across time, for example daily OEEs on a piece of
equipment rolled-up to a weekly OEE for the same piece of equipment.
These across time OEE roll-ups are done by:
Accumulating the raw OEE data used to calculate an OEE for each individual time period, then
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Recalculating OEE for the rolled-up time period using the accumulated OEE data.
This is the same method used on the previous page to combine (roll together) OEEs from multiple products
produced by the same machine.
Across Process Roll-Up
Suppose OEEs are being calculated for individual machines and/or sub-processes which combine to form amanufacturing process. To find the OEE of the large manufacturing process:
Perform a CONSTRAINT ANALYSIS on the process, and
Report the OEE of the constraint machine or sub-process as the OEE of the larger manufacturing process.
NEVERcombine OEE data across machines or processes and recalculate a new OEE for a combination of
machines or processes.
NEVERcombine OEE data across products which are produced on different machines or by different processes.
NEVERcombine OEE data to calculate Plant or an Area OEE.
Management Summary
Roll-ups Across Multiple Products
The OEE Measurable is defined for single products produced on a machine or by process. Models or derivatives
of these products should be combined whenever guidelines are met. NEVER roll-up OEEs from products
produced on different machines or by different processes. Rolling-up OEE values across multiple products is NOT
RECOMMENDEDfor work groups or plant floor application areas who analyze product OEE measurables to
identify opportunities for quality improvement and the elimination of waste.
Management summaries of OEE performance trends across multiple products and/or multiple plant machines and
processes may be developed as follows:
1. Define theorganization level, time period, and products whose OEE measurables are to be rolled
together. For example, a plantwide monthly summary of all end-item product OEE values is to be
developed.
2. Calculate the appropriate rolled-up OEE values by individual product using the roll-up rules defined in
this GEM.
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3. Calculate a measure of Central Tendency for the OEE values developed in step 2 using one of the
following methods:
a) Calculate the Mean (Arithmetic Average) of the rolled-up individual product OEE values.
b) Calculate a Cost Weighted Average of the rolled-up individual product OEE values using, for
example, the yearly fixed budgeted cost for each product.
c) Calculate a Volume Weighted Average of the rolled-up individual product OEE values using,for example, the yearly fixed financial planning volumes for each product.
d) Calculate a Revenue Weighted Average of the rolled-up individual product OEE values by
combining the weighting factors defined in b) and c) above.
Note that the weights used in the above methods should be fixed for a period of time so
that OEE trends reflect changes in actual OEE performance and not changes in product
volumes or costs.
4. Summarize the multiple product OEE performance across time using a graph that displays both the
OEE measure of Central Tendency calculated in Step 3 and the range of individual product OEE
values.
Management summaries in tabular form are NOT RECOMMENDED. Summary tables of OEE measurables
promote point-to-point comparisons of OEE values. These comparisons often mask trends in OEE performanceand force wasteful explanations of common-cause OEE variation. Plants should review Division requirements
before deciding on the format of plant OEE management summaries.
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Improvement Process Section
SECTION
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How do we get started? Follow the OEE Cycle!
Plan
Do
Ad ust
Check
Figure 3-1
The OEE Measurable Process
The OEE Measurable Process, as shown in Figure 3-1, outlines the steps needed to launch an effective and
efficient OEE Measurement on the plant floor. Guidelines are also provided for using OEE information to
improve the availability, performance efficiency, and quality rate of plant floor equipment.
STEP 1Launch Planning
A. Complete OEEImplementationChecklist
B. Determine DataCollectionMethod (s)
C. Define PlantWide Losses
STEP 2Determine Equipment for
Data Collection
STEP 3Define equipment specific
losses
STEP 4Establish Baseline
STEP 5Continuous ProcessImprovement Cycle
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STEP 1: LAUNCH PLAN
STEP 1A: IMPLEMENTATION CHECKLIST
In Step 1A, the plant completes an implementation checklist. It is recommended that plants complete the Checklist
contained on the following pages before deploying the Measurables Overall Equipment Effectiveness Process.The Checklist will insure that all preparation is done for planning and managing a successful launch of the OEE
measurement process, including establishing that an effective launch team is in place. (The checklist is also a good
refresher for plants that have already deployed OEE.)
Plant Name:
Checklist Completed By: (optional) Position: Date Completed:
Are you willing to answer more
questions in the future to help with
OEE development?
Yes_________ Phone #:____________________ PROFS ID:________________
No__________
Instructions: Place a check in boxes indicating completion status for tasks listed. For tasks which have not beencompleted, indicate next steps and target completion date.
( I ) PREPARATION:
(A) OEE Deployment Plan EstablishedYes No
(Y) (N) OEE is currently measured.
Describe how you collect OEE data________________________________________________
_____________________________________________________________________________
If no, when will a measurement strategy be developed? ____________________________________
(Y) (N) OEE Deployment Plan is developed.
Describe deployment plan ____________________________________________________________
Number of departments and machines in pilot identified: # of Depts. _______# of Machines _______
Plant-wide departments and machines identified: # of Depts. _______# of Machines _______
If no, when will the plan be developed? ___________________________________________________
(Y) (N) Application/intended use of OEE data is defined.
Describe how OEE data is used ______________________________________________________
________________________________________________________________________________
If no, when will a data application strategy be prepared? ____________________________________
(Y) (N) Expected benefits of OEE are defined. Describe expected benefits ___________________________________________________________
_________________________________________________________________________________
If no, when will expected benefits be defined? ____________________________________________
(Y) (N) The OEE pilot area has been identified.
Area(s) ___________________________________________________________________________
If no, when will pilot area(s) be identified? _______________________________________________
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(Y) (N) Training strategy/plan to support OEE developed (check courses to be taken for each group).
Training Group/# in Group BEW I BEW II Constraint Analysis Other OEE
______________________ ____ ____ __________ ______ ____
______________________ ____ ____ __________ ______ ____
______________________ ____ ____ __________ ______ ____
______________________ ____ ____ __________ ______ ____
______________________ ____ ____ __________ ______ ____
______________________ ____ ____ __________ ______ ____
(B) OEE Support Personnel Deployment Plan Established(Y) (N) Key support personnel for pilot area/plant identified (list name(s) by position/role, indicate Not Applicable as NA)
Plant OEE Champion ______________________________________________ #______
FTPM Coordinator ______________________________________________ #______
FPS Coordinator ______________________________________________ #______
FPS Measurables Coord. ______________________________________________ #______
Union Representative ______________________________________________ #______
Supervisor / Superintendent ______________________________________________ #______
Other_______________ __________________________________________________ #______
If no, when will support personnel be identified?_________________________________________
(II) WORK GROUPS:
(A) Work Group Deployment Plan Established
Yes No(Y) (N) Work Groups have been formed.
List area(s) ________________________________________________________________________
If no, when will work groups be formed?_________________________________________________
(Y) (N) Work Groups are currently collecting data for OEE.
Which group(s) ____________________________________________________________________
Type of data collected _______________________________________________________________
If no, when will work groups start to collect data?_________________________________________
(Y) (N) Operators/Groups receive OEE feedback.
Describe the type of feedback_________________________________________________________
Describe the feedback methodology____________________________________________________
_________________________________________________________________________________
Describe how the feedback is used by the Operator/group___________________________________
_________________________________________________________________________________
Describe benefits to plant/individual/group________________________________________________________________________________________________________________________________
If no, when will work groups start to receive data? ________________________________________
(Y) (N) OEE reporting process established.
Describe who will create/generate/distribute the reports_____________________________________
Describe who will review the reports____________________________________________________
Describe what follow-up actions are expected based on reports generated_______________________
_________________________________________________________________________________
If no, when will the reporting process be established? ______________________________________
(Y) (N) Problem resolution process for OEE issues/concerns developed.
Describe the process ______________________________________________________________
________________________________________________________________________________
If no, when will a problem resolution process be put into place?______________________________
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(III) INFORMATION TECHNOLOGY STRATEGY:
(A) Information Technology (IT) Deployment Plan EstablishedYes No
(Y) (N) An OEE / Downtime system is currently in place.
If yes, name of system _______________________________________________________________
Describe how data is collected ________________________________________________________
_________________________________________________________________________________
System in use for _________________________________ years
If no, list reasons/barriers ____________________________________________________________
_________________________________________________________________________________
(Y) (N) OEE data collection methodology to support FPS Measurables has been identified.
( ) ( ) Manual Data Entry Interface If yes, # of machines_______
( ) ( ) Card Reader Interface If yes, # of machines_________
Standard Card selected (circle appropriate) A B
# of machines to be changed to conform _________
( ) ( ) Machine Monitoring Interface If yes, # of machines_________
( ) ( ) POS Monitoring
If no, when will a collection methodology be established?
_______________________________________________________________
(B) Information Technology (IT) EnablersYes No
(Y) (N) Personnel within plant to support the IT system have been identified.
Host Support (i.e., VAX / HP) ______________________________________________________
Database _______________________________________________________________________
PC Support (answer questions and help generate custom reports) ___________________________
SDS Administration (optional, where available)_________________________________________
If no, list reasons/barriers __________________________________________________________
______________________________________________________________________________
(Y) (N) System configuration personnel have been identified (list name(s). Pilot area _______________________________________________________________________
Long-term______________________________________________________________________
If no, list reasons/barriers __________________________________________________________
_________________________________________________________________________________
(Y) (N) Number of system users have been identified.
Number of on-line users ___________________________________________________________
Number of users using reports for analysis_____________________________________________
If no, list reasons/barriers __________________________________________________________
______________________________________________________________________________
STEP 1B: DETERMINE DATA COLLECTION METHOD(S)
In Step 1B, the plant determines the method it will use for data collection. Manual collection methods are
provided as well as Information Technology (IT) tools, such as automatic data collection, data input screens, and
optical mark scanner (OEE "Bubble") cards. Although these tools are available to help with data collection, all
necessary data collection can be done manually. Figure 3-2 illustrates the different methods. Regardless of the
method used, the data in Table 3-1 must be collected for OEE analysis.
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Figure 3-2
Required Data Field Example Units Where Obtained Affects
Date 08-SEP-97 Date Manual/System
Shift 2 Number Manual/System
Equipment ID OP-20 Manual
Station 000 ManualTotal Scheduled Time 480 Minutes Manual/Shift Scheduler A, P
Contractually Required Downtime 45 Minutes Manual/Shift Scheduler A, P
Actual Cycle Time 30 Seconds per Piece Manual/Monitoring P
Total Products Run 760 Pieces Manual/Monitoring P, Q
Equipment Specific Losses
Loss Code or Description 9 / Belt Broke Number / Alpha Manual/Monitoring
Duration 23 Minutes Manual/Monitoring A, P, Q
Number of Occurrences 1 Number Manual/Monitoring A, P, Q
A - Availability P - Performance Efficiency Q - Quality Rate
Table 3-1
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Manual data collection
The manual data collection process begins with operators in work groups recording losses throughout the shift
using the OEE Data Collection Worksheet. At the end of the shift, the data is entered into the manual system
interface or the operator completes an OEE "Bubble" Card which is later scanned into the system.
OEE Data Collection Worksheet
The data collection worksheet in Figure 3-3 can be used to collect losses that occur throughout the shift. At a
minimum, the number of incidents and downtime, in minutes, should be recorded. A check mark can be entered in
the Start Up column if the loss occurred during startup. If you are using scanner cards, the OEE "Bubble" Card
code that designates the equipment specific loss can be entered into the Loss Code column.
The Global OEE 4.0 computer system can create these data worksheets. You can transfer the data recorded on the
worksheet to the OEE system using the manual data entry interface or the scanner cards.
Note: In order to collect OEE by product, in a shift running more than one product, it is necessary to have a
separate work sheet for each product.
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Sample - OEE Data Worksheet
Department: ______________________________ Equipment/Process: ______________________________
Station: __________________________________ Product Type: _______________________________
Date: ___________________ Shift: ____________ Group: __________________________________
Total Scheduled Time: ______ hrs. _______ min Contractual Downtime: _________________ min
Total Products Run: _____________________pieces
Actual Cycle Time: ____________________ sec
LOSS
CODE TIME
BREAKDOWNS (Equipment Failures): NUMBER OF
INCIDENTS
TIME DOWN IN
MINUTES
START
UP
TOTAL: TOTAL:
TIME
SETUPS OR ADJUSTMENTS NUMBER OF
INCIDENTS
TIME DOWN IN
MINUTES
TIME
MINOR STOPPAGES NUMBER OF
INCIDENTS
TIME DOWN IN
MINUTES
TIME
TOOLING NUMBER OF
INCIDENTS
TIME DOWN IN
MINUTES
TOTAL: TOTAL:
TIME
QUALITY (Rejects and Scrap): NUMBER OF
PRODUCTS:
TOTAL:
PRODUCTIVITY (Pieces, Units Per Hour)
1 2 3 4 5 6 7 8 9 TOTAL
Figure 3-3
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Manual System Interface
The data from the worksheet can be entered into the Global OEE 4.0 computer system with the manual system
interface. Figure 3-4 is an example of the interface in the system.
Figure 3-4 OEE Data Entry Screen
The totaled data from the worksheet is entered where indicated by the field names. To enter the detailed losses,
the operator clicks on the Details button and the OEE Data Details screen (Figure 3-5) is displayed to allow entry
of the equipment specific losses.
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Figure 3-5 OEE Data Details Screen
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Figure 3-6
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OEE "Bubble" Cards
Figure 3-6, shows an example of OEE "Bubble" Cards. Data is totaled, entered on the cards, and scanned into the
system.
Automatic data collection
The machine monitoring system automatically collects the losses throughout the shift and sends the data to the
OEE system at the end of the shift. The data fields in the manual system interface (Figures 3-4, 3-5) are filled in
automatically. The plant has the option to add or edit this information before it is stored in the OEE system.
Note: The Monitoring system only records total defects. It does not record the number of defects associated with
each specific equipment quality loss. The equipment specific losses for quality must be entered into the OEE
system manually. The manual data collection method can be used to collect the quality losses that might otherwise
be missed.
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STEP 1C: DEFINE PLANT DEFINED CATEGORIES
In Step 1C, the plant can optionally define an additional level of stratification (categories). These categories are
called Plant Defined Categories. Each plant should determine the categories they wish to track on all equipment
that they collect OEE information on.
Note: The plant level categories are supported in the Global OEE 4.0 computer system.
OEE losses are viewed at three levels as illustrated in Figure 3-7. Each plant defined category falls
under a major loss. If it is decided not to define plant defined categories, each equipment specific loss
falls directly under a major loss.
Major Losses - Required
This view provides the equipment breakdown losses, tooling losses, set up andadjustment, start up, documented stoppages, reduced speed losses, and quality losses.
Plant Defined Categories - Optional
The plant may optionally break up the Major Losses into plant level categories.The plant might define these by trade: Electrical, Hydraulic, etc. or by othercategories such as Crisis, Preventative Maintenance, Planned or ProjectMaintenance, Meetings.
Equipment Specific Losses - Required
These losses are the actual instances that occur on a specific piece ofequipment. Each loss falls into one of the plant wide categories, which inturn falls under a major loss. Examples of Equipment Specific Losses forthe Crisis Breakdown plant category might be Jam on Spindle A, MotorFailed, Broken Belt
Figure 3-7
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Example of Plant Defined Categories
Table 3-2 gives an example of some of the possible plant wide categories.
Major Time Loss Plant Wide Category Descr ipt ionEquipment Breakdowns Crisis Maintenance
Documented Stoppages Planned Maintenance During ProductionEquipment Breakdowns Quality Hold*
Setup & Adjustment Losses Adjustment
Setup & Adjustment Losses Product Changeover
Setup & Adjustment Losses Quality Hold*
Tooling Losses Planned Tool Change
Tooling Losses Unplanned Tool Change
Tooling Losses Electrician
Tooling Losses Machine Repair
Tooling Losses Tool Maker
Documented Stoppages Labor Shortage
Documented Stoppages Minor Stoppage
Documented Stoppages Test
Idling & Minor Stoppages Blocked
Idling & Minor Stoppages Starved
Idling & Minor Stoppages Product Shortage-Starved
Quality Out of SpecificationTable 3-2 *Quality Hold is a plant defined category that can fall under more than one major loss
category. It is used to track downtime that occurs because of quality concerns.
Note: Idling and Minor Stoppages are included in the Performance Efficiency category and provide valuable
information about the use of the equipment. Starved and Blocked are Idling and Minor Stoppages and are
notused in the Availability category of the OEE calculation. Plants should collect Starved and Blocked
where possible (Performance Efficiency), so it can be analyzed and used for continuous improvement.
STEP 2: DETERMINE EQUIPMENT OR PROCESSFOR DATA COLLECTION
[The Operational Constraint Identification Process is being developed for inclusion in Version 3 of the GEM]
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STEP 3: DEFINE EQUIPMENT SPECIFIC LOSSES
Each group must determine the equipment or process specific losses for equipment selected in Step 2. Equipment
specific losses are the actual losses that occur on a piece of equipment. Each loss falls into a plant defined category,
if they are defined, and always falls under only one major loss. (Refer to Figure 3-7.) For each equipment specific
loss that occurs, the duration of time is recorded. For best detail, each occurrence should be recorded individually.
When this is not possible, sum occurrences as a duration over time. (See Section 2, Idling and Minor Stoppages.)
Example of Equipment Specifi c LossesMajor Loss Plant-Wide Category Equipment Specific Loss
Equipment Breakdowns Crisis Maintenance Bearing/Bushing
Equipment Breakdowns Crisis Maintenance Belt Repair/Replace
Equipment Breakdowns Crisis Maintenance Broken Locator
Equipment Breakdowns Crisis Maintenance Chain Repair/Replace
Equipment Breakdowns Crisis Maintenance Electric Motor
Equipment Breakdowns Crisis Maintenance Elevator Unjam/Repair
Equipment Breakdowns Crisis Maintenance Fix Leak
Equipment Breakdowns Crisis Maintenance Limit Switch
Equipment Breakdowns Crisis Maintenance Product Pusher FaultEquipment Breakdowns Crisis Maintenance Transfer Fault
Equipment Breakdowns Planned Maintenance Cleaning
Equipment Breakdowns Planned Maintenance Pressure Check
Setup & Adjustment Losses Adjustment Size Changed
Setup & Adjustment Losses Electrician Calibration
Setup & Adjustment Losses Product Changeover Change Over
Documented Stoppages Labor Shortage No Manpower
Documented Stoppages Planned Meeting Small Group Activity Meeting
Documented Stoppages Minor Stoppage Material Misalignment
Documented Stoppages Minor Stoppage Reset Machine
Tooling Losses Machine Repair Brake Adjustment
Tooling Losses Machine Repair Locator/Drive Pin
Tooling Losses Planned Tool Change Planned Tool Change
Tooling Losses Tool Maker Bearing/Bushing Wear
Tooling Losses Tool Maker Broken Detail
Tooling Losses Tool Maker Poor Quality
Tooling Losses Unplanned Tool Change Broken Drill
Quality Losses Repair Missing Hole
Quality Losses Repair Not Holding Size
Quality Losses Scrap Hole too big
Quality Losses Scrap Missing Detail
Idling & Minor Stoppages Blocked Blocked by Next Operation
Idling & Minor Stoppages Starved Product Shortage - Starved
Idling & Minor Stoppages Starved Waiting on product delivery-Starved
Table 3-3
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STEP 4: ESTABLISH BASELINE
In order to identify opportunities for improvement and evaluate the effectiveness of improvement efforts, it is
necessary to establish a baseline. OEE data can provide a baseline from which to trend progress. The baseline
establishes how things were operating when data collection was started. To establish the baseline, it is
recommended to collect about thirty days of data. Do not do any improvement actions during this time.
OEE Data WorksheetDepartment: ______________________________ Equipment: ______________________________
Stat ion: __________________________________ Part Type: _______________________________
Date: ___________________ Shi ft : ____________ Group: __________________________________
Total Scheduled Time: ______ hrs. _______ min Contractual Downt ime: _________________ min
Total Parts Run: _____________________ pieces Actual Cyc le Time: ____________________ sec
TIME
BR EAKDO WNS ( Eq ui pm ent Fa il ur es) : NU MB ER O F
INCIDENTS
TIMEDOWN IN
MINUTES
TOTAL: TOTAL:
TIME
SETUPS OR ADJUSTMENTS NUMBER OF
INCIDENTS
TIMEDOWN IN
MINUTES
TOTAL: TOTAL:
TIME
MINOR STOPPAGES NUMBER OF
INCIDENTS
TIMEDOWN IN
MINUTES
TOTAL: TOTAL:
TIME
TOOLING NUMBER OF
INCIDENTS
TIMEDOWN IN
MINUTES
TOTAL: TOTAL:
TIMEQUALITY (Rejects and Scrap): NUMBER OF
PARTS:
TOTAL:
ITY((Pieces,UnitsPer Hour)
2 3 4 5 6 7 8 9
Baseline
(About 30 Days of Data)
After you have collected data for 30 days, using manual or automatic data collection methods, total the data and
calculate the OEE. The result of this calculation is the baseline.
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STEP 5: PROBLEM SOLUTION CYCLE
Each group should follow the OEE problem solution cycle (Figure 3-8) until they reach their objective. The
following sections of the Guidebook outline a process to help groups perform problem analysis.
The Problem Solution Cycle is the process for driving and measuring the improvement of equipment operation.
The process continues until the objective has been met.
Plan
Do
Adjust
Check
STEP 5At ob jective?
Figure 3-8
STEP 5A: PLANOnce data has been collected, it is totaled for analysis. Again, 30 working days of information is needed to ensure
meaningful results. It is important to use drill down techniques to stratify losses down to the equipment specific
problem.
The OEE data analysis and reporting process can be done with manual data collection, but automatic or scannercards can provide the same information with less effort. The Global OEE 4.0 computer enabler will perform the
calculations and provide the graphs for you in various formats. (Samples in this document are from the enabler.)
To begin the process, take total losses over the time period, as seen in the example worksheet summary on the next
page; then use the data to calculate the OEE.
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Department: _XXXX________________________ Equipment: __NNNN_______________________
Station: __________________________________ Product Type: _Sample Product____________________
Date: Aug. 18 - Oct. 15 1996 Shift: __2_________ Group: ___ZZZZ___________________________
Total Scheduled Time: ______ hrs. _______ min Contractual Downtime: _________________ min
Total Products Run: _14709_______________ pieces Actual Cycle Time: ___.63_______________ sec
LOSS
CODE TIME
BREAKDOWNS (Equipment Failures): NUMBER OF
INCIDENTS
TIME DOWN IN
MINUTES
START
UP
Bearing/Bushing 3 1230
Belt Repair/Replace 3 705
Broken Locator 3 1740
Chain Repair/Replace 1 200
Chuck Repair/Replace 4 350
Electric Motor
Elevator Unjam/Repair 1 10
Fix Leak
Limit Switch 1 110
Not Clamping 1 120
Not Homing 5 7
Prox Switch 1 125
Product Pusher Fault 26 34
Transfer Fault 4 185Cleaning 2 189
Pressure Check 5 106
TOTAL: ( 62 ) TOTAL: ( 5111)
TIME
SETUPS OR ADJUSTMENTS NUMBER OF
INCIDENTS
TIME DOWN IN
MINUTES
Size Changed 59 67 X
Calibration
Change Over
TOTAL: ( 59 ) TOTAL: ( 67 )
TIME
DOCUMENTED STOPPAGES NUMBER OF
INCIDENTS
TIME DOWN IN
MINUTES
No Manpower 1 480
Material Misalignment
Department Meeting
Small Group Activity Meeting 2 40
Reset machine
TOTAL: ( 1 ) TOTAL: (520 )
TIME
TOOLING NUMBER OF
INCIDENTS
TIME DOWN IN
MINUTES
Brake Adjustment
Locator/Drive Pin 2 1820
Planned Tool Change 45 283
Bearing/Bushing W ear 1 110
Broken Detail
Poor Quality
Broken Drill 1 300
TOTAL: ( 49 ) TOTAL: (2513 )
TIME
QUALITY (Rejects and Scrap): NUMBER OF
PRODUCTS:
Missing Hole 9
Not Holding Size7
Hole too big 12
Missing Detail
TOTAL: ( 28 )
PRODUCTIVITY ((Pieces, Units Per Hour)
1 2 3 4 5 6 7 8 9 TOTAL
(14709)
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Overall Equipment Effectiveness Calculation Sheet
E ui ment: Op-NNN Shift: 2
Reporting Period: Aug. 18 - Oct 15 Part:
Availability
A. Total Scheduled Time 20690 minutes
B. Contractually Required Downtimes 1550 minutes
Breaks 930 minutes
Lunch 620 minutes
C. Net Available Time (A-B) 19140 minutes
D. Down Time 8211 minutes
Equipment Breakdowns 4816 minutes
Setups & Adjustments 40 minutes
Tooling 295 minutes
Documented Stoppages 67 minutes
Meetings 2513 minutes
Planned Maintenance 480 minutes
E. Operating Time (C-D) 10929 minutes
F. Availability (E/C) .57
Performance Efficiency
G. Total Parts Run 14709 pieces
H. Ideal Cycle Time .45 min / part
J. Performance Efficiency ((HxG)/E) .61
Documented Blocked / Starved
Blocked Time 526 minutes
Starved Time 41 minutes
Loss Due to Blockage & Starvation
Loss Unaccounted
Quality Rate
K. Total Rejects 28 pieces
L. Quality Rate((G-K(/G)
.998
Overall Equipment Effectiveness
M. Overall Equipment Effectiveness (FxJxLx100) 34.7
The data for
the time
period is
totaled and
entered into
the OEE
calculation.
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Graph Availabili ty, Performance Efficiency, and Quality Rate.
Figure 3-9
After the OEE has been calculated, using a Pareto chart, graph the major losses (Figure 3-9) and determine the
greatest opportunity for improvement. In Figure 3-9, Availability is the lowest percentage and, therefore, has the
greatest opportunity for improvement.
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Graph the major losses.
Figure 3-10
Trend the major losses to identify
what major losses are affecting the
area with the greatest opportunity.
Which is the highest? Following
the example from Figure 3-9,
Equipment Breakdowns cause the
majority of the downtime (Figure 3-
10).
Graph Equipment Specific
Losses.
Figure 3-11
For the major loss with the biggest impact,
graph the individual equipment losses to find
the biggest hitters (Figure 3-11); these are the
problems to work on to improve overall
equipment effectiveness. Which Breakdown
Equipment Specific Losses are occurring for
the longest duration or happened the most
frequently? These losses should be corrected
first to improve the overall equipment
effectiveness.
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Getting the Big PictureSometimes it helps to look at the big picture. The Total Productive Maintenance Report on the next page gives an
overview of the losses over a specified time period (Figure 3-12). It can be generated by the Global OEE 4.0
computer system.
Figure 3-12
The top portion provides
Availability, Performance
Efficiency, Quality Rate, OEE, and
the number of pieces lost in each
category. The next section gives an
overview of production over the
reported time period. The OEE
history and OEE Variable History
graphs show the trend over the prior
six months. The Major Losses
graph indicates the average pieces
lost per hour due to each major loss.The Top 10 Category Downtimes is
plant level losses in total minutes
and occurrences over the reported
time period. The Top 10 Parameter
Downtime shows the top 10
equipment specific losses in total
minutes and occurrences over the
reported time period. This
information is useful to quickly find
the big hitters for that equipment.
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STEP 5B: DO
In Step 5A, determine the problem area and losses (plan). (This section summarizes material from the Basic
Equipment Wellness II class. BEWII is an excellent training class for OEE Analysis. It is recommended that at
least one person in your group take the BEWII class.) Analysis is necessary for improvement identification and
planning. The following problem solving techniques can be used together or separately to identify the root causeof the problem and plan for improvement:
8 D
5 Why
Problem Deck
Constraint Identification
Simulation Modeling
BEWII provides FTPM Worksheets to help analyze data. Figure 3-13 shows which worksheets should be used for each Major
Loss. (Information on worksheets is provided in Other Sources of Information.)
FTPM WorksheetsMajor Loss OEE Calculation
& Data
Worksheet
FTPMAnalysis
Sheet
FTPM"CAR"
Sheet
FTPM"SEND"
Sheet
FTPM SpeedAnalysis Sheet
Equipment Breakdown X X X
Set Up & Adjustment X X X
Idling & Minor stoppages X X X
Startup X X X
Reduced Speed X X
Quality X X X
Tooling X X X
Figure 3-13
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1. START
OEE Data Sheet
2. OEE
OEE Calculation Sheet
3. ANALYSIS
Graph OEE Data
Paynter Chart
Pareto Chart
Control Chart
4. PARETO DATA
Pareto Losses According toGreatest Opportunity
Breakdowns
Idling & Minor Stoppages
Start Up
Quality Defects
Tooling
Set Up & Adjustment Reduced Speed
5. IMPROVEMENT(S)
IDENTIFICATION
FTPM Analysis Sheet
5. IMPROVEMENT(S)
IDENTIFICATION
Set Up and Adjustment
Timing Chart
- and -
FTPM SEND Sheet
5. IMPROVEMENT(S)
IDENTIFICATION
FTPM Speed Analysis Sheet
6. IMPROVEMENT(S) PLAN
FTPM CAR Sheet
7. IMPROVEMENT(S) PLAN
Paynter Chart
Data Analysis Process Flow
The complete process for
analyzing OEE Data toplan for improvement.
Notice the different paths
to follow for each major
loss category.
Note: Steps 1-4 are
completed in Step 4A.
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After utilizing FTPM to restore and stabilize the equipment; FPS tools, processes, and IT Enablers can be used for each major
loss to implement improvements (Table 3-4).
Major Loss FPS Tool or Process
Documentation Reference
IT Enablers
Equipment Breakdown Reliability and Maintainability Total Equipment Management
Set Up and Adjustment Losses Quick Changeover Total Equipment Management
Tooling Losses Perishable Tool Process Global ToolingStart Up Losses Quick Changeover
Reduced Speed Losses POS Monitoring
Idling and Minor Stoppages (IncludingDocumented Stoppage Losses)
POS Monitoring
Quality Defects Error Proofing Quality Feedback System
Table 3-4
STEP 5C: CHECKAfter implementing changes from the improvement plan, the group must trend data to verify that improvement actions are
working. Using the example from the previous sections, trend the downtime from the top three Equipment Breakdown failures
for 30 days.
Figure 3-14
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Note: Using the Measurables Information Technology Enabler, plot the data by time or number of pieces lost.
The chart in Figure 3-14, indicates the amount of down time due to Bearing/Bushing Problems, Broken Locators, and Belt
Repair/Replace Problems. The group was successful in driving down these losses over the past 30 days. The chart for this team
verifies that the actions taken for improvement are working. The work group recorded their improvement actions (Figure 3-15).
The work group should indicate all improvement actions and reasons for poor performance.
Improvement Actions Implementation Date CostNew supplier for belts Oct. 20, 1997 SameIncrease Lube P.M. Sept. 28, 1997 LaborPlan new lube system Dec. 1, 1997
Performance Explanation
Figure 3-15
Detailed trends for Availability, Performance Efficiency, and Quality Rate concerns can also provide valuable information
(Figure 3-15). Along with trends on the detailed and major losses, groups should trend their Overall Equipment Effectiveness
(Figure 3-17).
STEP 5D: ADJUSTIts important for the group to indicate why trends are occurring (indicated with letters and numbers on the graph on Figure 3-16).
Figure 3-16
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The work group wrote on the chart below to indicate where they made improvements and to explain their performance losses
(Figure 3-17). Now the work group can verify improvements made by their actions.
Improvement Actions Implementation Date Cost1. Implemented PM program. 03 - Oct - 1996 labor2. New Lubricant System installed 03 -- Dec -- 1996 $30k
( To fix Bearing / Bushing Problem).3. Implement scheduled tool change for 01 -- Jan -- 1997 laborperishable tooling