PREVENTIVE
PREDICTIVE
PROACTIVE
RUN TO FAILURE
REACTIVE
PREDICTIVE
PROACTIVE
RUN TO FAILURE
REACTIVE
No doubt you
have heard these terms, read articles and attended workshops and seminars to
learn about these strategies. Using this information, you’ve discovered which
ones will make your maintenance program more effective, reduce labor hours,
reduce costs, increase equipment availability and ultimately improve
production.
Based on experience gained from being around maintenance shops for many
years, visiting with people in a variety of industries and talking with
maintenance professionals around the globe, the conclusion formed is: There is
a right time and a right place for each of these strategies.
Preventive Maintenance
For years, maintenance professionals relied on
preventive maintenance strategies to take action on a prescribed interval, such
as days, hours, miles or tons hauled. On a predetermined interval, they took
action to drain and fill oils or replace an engine, transmission, or gearbox.
They did so without regard for the condition of the oil or whether or not the
component was running well. The thought was, if you maintain it on a time-based
interval, you won’t have to work on it tomorrow as an unscheduled event.
Predictive Maintenance
Then came a time when
maintenance shifted toward a predictive or conditioned based strategy. This
approach requires the use of nondestructive, noninvasive testing, such as
vibration analysis, thermal imaging, ultrasound and oil analysis. It also
includes monitoring work order history, the number of operator complaints,
dollars spent on minor repairs and the frequency of those repairs.
One might look and
immediately come to the conclusion that predictive maintenance is the strategy
that should be followed. After all, “If it isn’t broke, don’t fix it!” However,
there are times when a predictive maintenance approach might not be the proper
method.
Let’s look at a scenario of
a gear pump in a minor circuit or as a support piece of equipment. In this scenario:
·
The oil
capacity is minimal.
·
Oil changes
are easy to perform and are not labor intensive.
·
The cost of
the gear pump replacement is minimal.
·
A replacement
gear pump is readily available.
·
There will
not be a significant impact to production.
·
There are no
safety concerns associated to the failure.
Do the benefits of predictive maintenance outweigh
the run to failure or preventive approach?
Would following a
predictive maintenance strategy be the correct choice, or should you, perhaps,
consider a run to failure or preventive maintenance strategy?
In this scenario, it is
important to consider the cost of nondestructive testing and the labor hours
involved. The question to consider is: Do the benefits of predictive
maintenance outweigh the run to failure or preventive approach?
On a side note, a strictly
predictive approach offers some challenges, compared to a preventive approach,
when trying to forecast and prepare next year’s maintenance budget. That,
however, is a topic for another day.
Proactive Maintenance
The proactive maintenance
approach can be used in combination with any of the other maintenance
strategies, although many would argue that this is a “stand-alone” maintenance
strategy. With this approach, you look at the root cause of both impending
failures and an analysis of failures that have already occurred. You look
beyond symptoms and look at root causes, such as incorrect lubricants, faulty
rebuild practices specific to the part of the rebuild procedure that was
incorrect, contamination control practices, etc. You then focus on a remedy for
these root causes for the purpose of extending component life hours and
preventing future or catastrophic failures.
Run to Failure
While on the surface it
does not sound like a “strategy,” run to failure can be the correct maintenance
decision in some circumstances. For components that are at the end if their
lifecycle, you simply want to get every hour of operation out of the component
as you can, and you are not concerned with loss of core. If this is a route you
choose, you will want to ensure you are prepared with a replacement already
on-hand and willing to accept the risk of the disruptions in scheduled
maintenance that is likely to occur when the failure happens. If this is a
strategy you choose, keep in mind that nondestructive testing, such as fluid
analysis, can still be very useful in helping predict when the failure will
occur.
Reactive Maintenance
Every maintenance
professional would like to greatly reduce or eliminate reactive maintenance,
that unplanned, unscheduled event that catches you by surprise and disrupts
everything you had planned for the day. This type of maintenance often leads to
a visit from an unhappy owner, operations superintendent, plant manager, or
customer. Despite all your efforts of preventive, predictive, or proactive
maintenance, these unplanned events happen regardless of which maintenance
strategy, or combination of strategies, you decide upon. Reduction in reactive
maintenance events is your goal and you should pursue a path of continuous
improvement.
How to Decide Which Maintenance Strategy Is Best for Your Organization
First, it is important to
do an honest evaluation of how well your current maintenance program is
performing and identify the areas that need improvement. Evaluate a few of the
major maintenance repairs you routinely perform today. Then, perform a cost
analysis of an average cost of repair under a scheduled/planned event in
comparison to an unscheduled, reactive maintenance event.
Figure 1: Cost analysis example
of an engine repair in a long-haul truck
Figure 1 is a cost analysis
example of an engine repair in a long-haul truck. Under the scheduled repair
scenario, oil analysis results alerted maintenance of abnormal early stage
bearing wear. The driver was immediately contacted to return to a local
maintenance facility and maintenance repairs were scheduled and performed. The
cost of these repairs was then compared to a scenario where the truck continued
to run until there is oil pressure loss and the driver notices the check engine
light is on, resulting in an unscheduled/reactive maintenance event.
Other considerations when
evaluating your current maintenance strategy include:
·
Are you
experiencing a high number of unscheduled/unplanned maintenance events?
·
Are you
having difficulty completing all of your scheduled work?
·
Do you have
cost overruns or are you exceeding your maintenance budget?
·
Does
production suffer due to equipment being down for reactive maintenance?
If you answered “yes” to
any of these questions, then it is definitely time to reevaluate your program.
One of the best ways to do this is to create, monitor and share informative key
performance indicators (KPIs). Figures 2 through 5 show examples of a few
useful KPIs.
Figure 2: KPI example of
scheduled vs. unscheduled work
Figure 3: KPI example of
scheduled work completion rate
Figure 4: KPI example of mean
time between failures (MTBF) vs. mean time to repair (MTTR)
Figure 5: KPI example of total
loss of production in cost
Once you have the
information in hand and have created a gap analysis of where your program is
today compared to where you would like it to be, you will then be able to make
a decision on what type of maintenance strategy, or combination of strategies,
will best meet the needs of your organization. What worked best for you
yesterday may not be the best approach to reach tomorrow’s goals.

Randy Clark
Randy Clark, Technical
Business Consultant at POLARIS Laboratories, has over 30 years of experience in
heavy equipment maintenance and maintenance management. Randy’s experience
includes mining, heavy haul, construction and over-the-road fleets, which he
uses to help customers improve their maintenance and reliability practices. He holds
certifications as a Machine Lubricant Analyst Level 2 and Certified Oil
Monitoring Analyst, Level 1. www.polarislabs.com









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