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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


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