We will see later how the RCM process uses these categories as the basis of a strategic framework for maintenance decision-making. By forcing a structured review of the consequences of each failure mode in terms of the above categories, it integrates the operational, environmental and safety objectives of the maintenance function.
     This helps to bring safety and the environment into the mainstream of maintenance management.
     The consequence evaluation process also shifts emphasis away from the idea that all failures are bad and must be prevented. In so doing, it focuses attention on the maintenance activities which have most effect on the performance of the organization, and diverts energy away from those which have little or no effect. It also encourages us to think more broadly about different ways of managing failure, rather than to concentrate only on failure prevention. Failure management techniques are divided into two categories:
  • proactive tasks: these are tasks undertaken before a failure occurs, in order to prevent the item from getting into a failed state. They embrace what is traditionally known as 'predictive' and 'preventive' maintenance, although we will see later that RCM uses the terms scheduled restoration scheduled discard and on-condition maintenance
  • default actions: these deal with the failed state, and are chosen when it is not possible to identify an effective proactive task. Default actions include failure-finding, redesign and run-to-failure.
     The consequence evaluation process is discussed again briefly later this chapter, and in much more detail in Chapter 5 of the book. The next section of this chapter looks at proactive tasks in more detail.
     Many people still believe that the best way to optimize plant availability is to do some kind of proactive maintenance on a routine basis. Second Generation wisdom suggested that this should consist of overhauls of component replacements at fixed intervals. Figure 1.4 illustrates the fixed
     Figure 1.4 is based on the assumption that most items operate reliably for a period of time, and then wear out. Classical thinking suggests that extensive records about failure will enable us to determine this life and so make plans to take preventive action shortly before the item is due to fail in future.
     This model is true for certain types of simple equipment, and for some complex items with dominant failure modes. In particular, wear-out char-acteristics are often found where equipment comes into direct contact with the product. Age-related failures are also often associated with fatigue, corrosion, abrasion and evaporation.
     However, equipment in general is far more complex than it was twenty years ago. This has led to startling changes in the patterns of failure, as shown in Figure 1.5. The graphs show conditional probability of failure against operating age for a variety of electrical and mechanical items.
     Pattern A is the well-known bathtub curve. It begins with a high incidence of failure (known as infant mortality) followed by a constant or gradually increasing conditional probability of failure, then by a wear-out zone. Pattern B shows constant or slowly increasing conditional prob-ability of failure, ending in a wear-out zone (the same as Figure 1.4).
     Pattern C shows slowly increasing conditional probability of failure, but there is no identifiable wear-out age. Pattern D shows low conditional probability of failure when the item is new or just out of the shop, then a rapid increase to a constant level, while pattern E shows a constant conditional probability of failure at all ages (random failure). Pattern F starts with high infant mortality, which drops eventually to a constant or very slowly increasing conditional probability of failure.
     Studies done on civil aircraft showed that 4% of the items conformed to pattern A, 2% to B, 5% to C, 7% to D, 14% to E and no fewer than 68% to pattern F. (The number of times these patterns occur in aircraft is not necessarily the same as in industry. But there is no doubt that as assets become more complex, we see more and more of patterns E and F.)
     These findings contradict the belief that there is always a connection between reliability and operating age. This belief led to the idea that the more often an item is overhauled, the less likely it is to fail. Nowadays, this is seldom true. Unless there is a dominant age-related failure mode, age limits do little or nothing to improve the reliability of complex items. In fact scheduled overhauls can actually increase overall failure rates by introducing infant mortality into otherwise stable systems.
     An awareness of these facts has led some organizations to abandon the idea of proactive maintenance altogether. In fact, this can be the right thing to do for failures with minor consequences. But when the failure consequences are significant, something must be done to prevent or predict the failures, or at least to reduce the consequences.
     This brings us back to the question of proactive tasks. As mentioned earlier, RCM divides proactive tasks into three categories, as follows:
  • scheduled restoration tasks
  • scheduled discard tasks
  • scheduled on-condition tasks.
Scheduled restoration and scheduled discard tasks
     Scheduled restoration entails remanufacturing a component or overhauling an assembly at or before a specified age limit, regardless of its condition at the time. Similarly, scheduled discard entails discarding an item at or before a specified life limit, regardless of its condition at the time.
     Collectively, these two types of tasks are now generally known as preventive maintenance. They used to be by far the most widely used form of proactive maintenance. However for the reasons discussed above, they are much less widely used than they were twenty years ago.
On-condition tasks
     The continuing need to prevent certain types of failure, and the growing inability of classical techniques to do so, are behind the growth of new types of failure management. The majority of these techniques rely on the fact that most failures give some warning of the fact that they are about to occur. These warnings are known as potential failures, and are defined as identifiable physical conditions which indicate that a functional failure is about to occur or is in the process of occurring.
     The new techniques are used to detect potential failures so that action can be taken to avoid the consequences which could occur if they degenerate into functional failures. They are called on-condition tasks because items are left in service on the condition that they continue to meet desired performance standards. (On-condition maintenance includes predictive maintenance, condition-based maintenance and condition monitoring.) Used appropriately, on-condition tasks are a very good way of managing failures, but they can also be an expensive waste of time. RCM enables decisions in this area to be made with particular confidence.
Default Actions
     RCM recognizes three major categories of default actions, as follows:
  • failure-finding: Failure-finding tasks entail checking hidden functions periodically to determine whether they have failed (whereas condition-based tasks entail checking if something is failing).
  • redesign: redesign entails making any one-off change to the built-in capability of a system. This includes modifications to the hardware and also covers once-off changes to procedures.
  • no scheduled maintenance: as the name implies, this default entails making no effort to anticipate or prevent failure modes to which it is applied, and so those failures are simply allowed to occur and then repaired. This default is also called run-to-failure. 
The RCM Task Selection Process
     A great strength of RCM is the way it provides simple, precise and easily understood criteria for deciding which (if any) of the proactive tasks is technically feasible in any context, and if so for deciding how often they should be done and who should do them. These criteria are discussed in more detail in Chapters 6 and 7 of the book. 
     Whether or not a proactive task is technically feasible is governed by the technical characteristics of the task and of the failure which it is meant to prevent. Whether it is worth doing is governed by how well it deals with the consequences of the failure. If a proactive task cannot be found which is both technically feasible and worth doing, then suitable default action must be taken. The essence of the task selection process is as follows: 
  • for hidden failures, a proactive task is worth doing if it reduces the risk of the multiple failure associated with that function to an acceptably low level. If such a task cannot be found then a scheduled failure-finding task must be performed. If a suitable failure-finding task cannot be found, then the secondary default decision is that the item may have to be re-designed (depending on the consequences of the multiple failure). 
  • for failures with safety or environmental consequences, a proactive task is only worth doing if it reduces the risk of that failure on its own to a very low level indeed, if it does not eliminate it altogether. If a task cannot be found which reduces the risk of the failure to an acceptably low level, the item must be redesigned or the process must be changed. 
  • if the failure has operational consequences, a proactive task is only worth doing if the total cost of doing it over a period of time is less than the cost of the operational consequences and the cost of repair over the same period. In other words, the task must be justified on economic grounds. If it is not justified, the initial default decision is no scheduled maintenance. (If this occurs and the operational consequences are still unacceptable then the secondary default decision is again redesign). 
  • if a failure has non-operational consequences a proactive task is only worth doing if the cost of the task over a period of time is less than the cost of repair over the same period. So these tasks must also be justified on economic grounds. If it is not justified, the initial default decision is again no scheduled maintenance, and if the repair costs are too high, the secondary default decision is once again redesign. 
     This approach means that proactive tasks are only specified for failures which really need them, which in turn leads to substantial reductions in routine workloads. This routine work also means that the remaining tasks are more I likely to be done properly. This together with the elimination of counterproductive tasks leads to more effective maintenance. Compare this with the traditional approach to the development of maintenance policies.

 

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