Predictive and Preventive Maintenance
Predictive maintenance is a strategy for maintaining industrial equipment and machinery that involves using data and analytics to predict when equipment is likely to fail, so that maintenance can be performed before the failure occurs. This approach allows organizations to schedule maintenance during planned downtimes, rather than having to perform it as an emergency reaction when equipment failure occurs, which can cause significant disruptions to production and lead to costly downtime. Preventive maintenance (PM) is a strategy for maintaining industrial equipment and machinery that involves performing regular inspections, cleaning, testing and maintenance tasks on a set schedule to detect and prevent equipment failures before they occur. The goal of preventive maintenance is to reduce the likelihood of equipment failure and prolong the useful life of the equipment, which can result in cost savings and improved overall equipment performance.
Predictive and Preventive Maintenance Articles
How to launch a successful predictive maintenance program
An approach that keeps people at the center of the digitalization project has a better chance of success
- Define key terms such as “digital” and establish a core purpose to focus and motivate a data-driven organization.
- The status quo needs to be assessed and an organizational approach to improvement needs to be in place before plotting a pilot program.
- Historical data and experienced staff need to be used to choose the right critical assets for a pilot program.
- The pilot program needs to be small enough in scale that initial failure won’t prevent starting again.
- The successful pilot program can become the basis for scaling throughout a facility or even an entire enterprise.
- Think big, start small and scale fast toward a zero-downtime, zero-waste manufacturing mindset.
A predictive maintenance program (PdM) anticipates the future state of physical assets and makes timely and better-informed maintenance decisions. PdM — as well as the idea of Industry 4.0 — depends on achieving a convergence of information technologies (IT) and operational technologies (OT). We believe bringing together people, process and technology is the key to a successful predictive maintenance program. If you look at Industry 4.0 tools in general and at predictive maintenance specifically, one of the key metrics it can impact is the overall equipment effectiveness (OEE) of an operation, which includes uptime, performance speed, and quality, as well as labor productivity.
Digitalizing and implementing such tools has immediate impact on providing real-time data analytics and prediction to the maintenance and quality function, as well as significantly improving labor productivity. It shifts the mindset from a reactive, potentially manually driven operation to a more predictive, prescriptive and proactive operation (see Figure 1).
Figure 1: The predictive maintenance opportunity. Courtesy: IoTco
But it’s not just about improving uptime. It’s also about linking to other systems within the operation, especially maintenance systems, spare parts systems, maintenance scheduling and labor allocation, so management can achieve predictive insights. Spare parts on hand can be reduced, which also reduces overhead for the business. More proactive scheduling and even predictive spare parts replenishment is possible. The vision is driving toward near-zero downtime and near-zero waste within the manufacturing space and directly impacting the business in a positive and profitable way.
So, where to start? How does one set up a successful predictive maintenance program that can lead to a direct impact on the business bottom line?
Define “digital,” establish a core purpose
A PdM or any other digital program can’t be launched in an organization without knowing exactly what digital means. A critical first step is attaining a common definition of “digital” for the organization.
One favorite for the authors is: “Digitalization is a nearly instant, free and flawless ability to connect people, devices and physical objects anywhere.” Admittedly, it’s a broad, simple definition, but it’s all about connectivity and sharing information. It’s at the core of data management and helps create program identity.
With a common definition in place, the next task is to define the core purpose of the initiative: establishing the “why.”
We’ve all been around initiatives where the “why” wasn’t clearly established, and they all fail. It’s important to make it clear what the purpose is — and what it isn’t. The goal is not implementing new technology because there is new technology to implement. Rather, it’s solving real business issues. It’s creating new core competencies and integrating business functions that will improve the bottom line.
We’re applying technology and newer processes into mainstream manufacturing where they hadn’t been before. At the end of the day, this is a different way of thinking. If the bottom-line goals of the program are not constantly kept in view of all its participants, the long-term success of the program will remain elusive.
Assessing before executing
Consider these first steps for digital transformation of an enterprise. With that initial framework in mind, Let’s look at using PdM as a specific transformation worth pursuing.
After establishing the core purpose for stakeholders, identify targeted outcomes and digital focus areas that suit that purpose. This calls for assessment of the status quo. It’s done with a team that includes the plant manager (or an appointed deputy) and managers of various departments including production, maintenance, IT and others — all of whom know their systems inside and out.
The team’s initial task is to document the processes and systems currently in use to assess what works well and where there are gaps in knowledge and capabilities. This includes a look at infrastructure and identifies critical work centers and data collection points.
The assessment considers and benchmarks a facility’s digital transformation readiness, including a gap analysis, which not only documents the status quo of processes and technology but specifically delineates how near or far that status quo is from digital readiness.
Out of that assessment will come a pilot project, a production test bed that will deploy technology and practices needed to fill in some of those assessment-identified gaps in a demonstrable way. During the pilot project, the evaluation phase begins. This step establishes a center of excellence (CoE) for studying and training stakeholders in the project’s processes and technologies.
After all of this, you can begin to execute a transformation — the actual final step is scaling the digital innovations throughout the rest of the plant and eventually the rest of the enterprise in a phased rollout supported by the CoE (see Figure 2).
Figure 2: A framework for digital transformation. Courtesy: IoTco
Our advice for any initial transformation is always “Think big, start small and scale fast.” You want to think about having a predictive maintenance capability everywhere in the organization and having a world-class OEE, a huge improvement for the global company — that’s thinking big. But you must start small, with a pilot project small enough that if it fails for some reason the first time out, the loss of time and resources can be absorbed. The team can absorb what’s been learned and start again. Then, when success does come, it can be scaled from a single asset to a line, to a plant, to a second plant and then quickly across the enterprise.
Pick the right asset for a pilot predictive maintenance program
Proving the capability of a PdM program depends on a successful pilot project, so it is imperative to use data to select the right assets for the project. Analysis can be performed at varying levels:
- Downtime history of production equipment
- Quality data on critical components
- Frequency and types of failure modes.
However, modern or primitive the method has been for tracking such data — computerized maintenance management system (CMMS) or enterprise asset management (EAM) software or operator notes entered into a logbook — the historical data is pertinent to the evaluation. But just as pertinent is the experience of maintenance and operations personnel who need to be a part of the discussion.
A data-driven four-quadrant approach can lead the way to choosing the right asset for a PdM pilot. In this method, past downtime events are charted on a graph with event frequency on one axis and length of downtime on the other, with the chart then divided into quarters (see Figure 3). The first quadrant is for failures that are more frequent, with longer downtimes (and therefore highly impactful and costly); these may be considered candidates for redesign. In the second quadrant falls high-frequency failures with minimal downtime — a problem possibly best addressed by keeping an inventory of spare parts on hand. The third quadrant is for failures of short duration and of minimal frequency, probably best dealt with through regular maintenance. But the fourth quadrant, charting less-frequent failures of longer, more costly downtime, is where to find a good candidate for a PdM pilot program.
Figure 3: Selecting the right assets for predictive maintenance. Courtesy: IoTco
Collect, visualize and analyze the data
Once the best asset for a pilot program has been chosen, it’s time to launch the program. Make the asset PdM-ready by installing any needed sensors and ensuring appropriate software applications are in place for collecting, visualizing and analyzing the asset’s production data. For the general methodology for PdM execution, refer to Figure 4. The steps include data collection, signal processing, feature extraction, fault diagnosis, trending/prediction and health assessment.
Figure 4: A systematic approach leveraging AI for predictive maintenance. Courtesy: IoTco
There is more to be said about each of these steps, and about the challenges of scaling from the pilot to the enterprise, that will be addressed in future articles appearing in the pages of Plant Engineering. In the meantime, a case study of a successful PdM project that was featured in an earlier issue of this publication may be found here.
Final thoughts on a predictive maintenance program
We leave you with two last points about making this first move into predictive maintenance, and perhaps a first move into Industry 4.0 technologies in general.
First, businesses don’t do digital because it’s cool. They do it because it solves business problems and help achieve targeted business outcomes, eventually at a massive scale.
Second, it’s not only data, but people that make this work. Never embrace digital technology to the extent that everything pertaining to the legacy standpoint is eliminated. The organization likely has experts who know a machine or know a process from front to back and have been using it for many years. The digital data now collected and used is of paramount importance, but the insights gained from experts — on things for which there is no data or were never thought to measured — can include priceless information that helps validate the results. These people are valuable assets and an important part of any digital strategy.
Predictive and Preventive Maintenance FAQ
What is predictive maintenance?
Predictive maintenance is a type of maintenance strategy that uses data from sensors, devices and other monitoring equipment to predict when equipment will fail, rather than relying on a fixed schedule for maintenance. The goal of predictive maintenance is to prevent equipment breakdowns before they occur, by identifying potential issues before they become critical and scheduling maintenance at the most appropriate time.
Predictive maintenance uses data from devices such as sensors and machine learning algorithms to analyze equipment performance and detect patterns that indicate potential failure. This data is then used to predict when equipment is likely to fail and to schedule maintenance at the most appropriate time.
What is preventive maintenance?
Preventive maintenance (PM) is a type of maintenance strategy that involves performing regular inspections, cleaning and repairs on equipment and machines to prevent breakdowns and extend their lifespan. The goal of preventive maintenance is to keep equipment in good working condition by identifying and addressing potential issues before they become critical. This is done by following a schedule of regular maintenance tasks that are designed to keep equipment in good working condition.
How do predictive and preventive maintenance work together?
Predictive maintenance and preventive maintenance are two different types of maintenance strategies that can work together to keep equipment in good working condition and to reduce downtime. By combining these two strategies, manufacturers can create an effective maintenance program that can improve equipment performance, reduce downtime and increase productivity, reduce maintenance costs and improve safety.
What is needed for a successful predictive and preventive maintenance strategy?
A successful predictive and preventive maintenance (PdM and PM) strategy requires several key elements, including data collection, data analysis, maintenance scheduling and planning, monitoring and evaluation, continuous improvement and employee engagement.
Some FAQ content was compiled with the assistance of ChatGPT. Due to the limitations of AI tools, all content was edited and reviewed by our content team.