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British Standard Glossary of terms (3811:1993)
defined maintenance as:
the combination of all technical and administrative
actions, including supervision actions, intended to
retain an item in, or restore it to, a state in which it
can perform a required function.
maintenance is a set of organised activities that are
carried out in order to keep an item in its best
operational condition with minimum cost acquired.
Activities of maintenance function could be either
repair or replacement activities, which are necessary
for an item to reach its acceptable productivity
condition and these activities, should be carried out
with a minimum possible cost.
1. In the period of pre-World War II, people thought of
maintenance as an added cost to the plant which did
not increase the value of finished product.
Therefore, the maintenance at that era was
restricted to fixing the unit when it breaks because
it was the cheapest alternative
2. During and after World War II at the time when the
advances of engineering and scientific technology
developed, people developed other types of
maintenance, which were much cheaper such as
preventive maintenance.
In addition, people in this era classified
maintenance as a function of the production system.
Fix the equipment
when it breaks
-Term terotechnology
introduced.
-Recognition of need to
present equipment
failures.
-Models for preventive
maintenance
developed. -Increased awareness
of:
-Environment
-Safety
-Quality
-Need for reliable
equipment.
-Reduction in costs.
Pre-World War II Post-World War II 1980 Onwards
Time
Development
of
Maintenance
Figure 2.2 Maintenance History
(Adapted From Shenoy, Bhadury 1998)
3. Nowadays, increased awareness of such issues as
environment safety, quality of product and services
makes maintenance one of the most important
functions that contribute to the success of the
industry.
World-class companies are in
continuous need of a very well organised
maintenance programme to compete world-wide.
Maintenance objectives should be consistent with and
subordinate to production goals.
The relation between maintenance objectives and
production goals is reflected in the action of keeping
production machines and facilities in the best possible
condition.
Objective
Optimizing
useful life
Maximize
ROI
Providing
Budgetary
Control
Optimizing
Resources
Least
Operating
Cost
Maximize
Production
Reduce
Downtime
Reduce
Breakdown
Improve
safety
Improving
Equipment
Reliability
Improving
Equipment
Efficiency
Improving
Inventory
control
Minimize
Energy use
Reduce Risk
 Maximising production or increasing facilities
availability at the lowest cost and at the highest
quality and safety standards.
 Reducing breakdowns and emergency shutdowns.
 Optimising resources utilisation.
 Reducing downtime.
 Improving spares stock control.
 Improving equipment efficiency and reducing scrap
rate.
 Minimising energy usage.
 Optimising the useful life of equipment.
 Providing reliable cost and budgetary control.
 Identifying and implementing cost reductions.
 Failure – inability to produce work in
appropriate manner
 Equipment / machine failure on production
floor – worn out bearing, pump, pressure
leaks, broken shaft, overheated machine
etc.
 Equipment failure in office – failure of
power supply, air-conditioned system,
computer network, photocopy machine
 Vehicle failure – brake, transmission,
engine, cooling system
 Failure to develop written objectives and
policy
 Inadequate budgetary control
 Inadequate control procedures for work
order, service requests etc.
 Infrequent use of standards
 To control maintenance work
 Absence of cost reports to aid maintenance
planning and control system
 Run to Failure Maintenance (RTF)
 Preventive Maintenance (PM)
 Corrective Maintenance (CM)
 Improvement Maintenance (IM)
 Predictive Maintenance (PDM)
 The required repair, replacement, or restore action
performed on a machine or a facility after the
occurrence of a failure in order to bring this
machine or facility to at least its minimum
acceptable condition.
 It is the oldest type of maintenance.
 It is subdivided into two types:
◦ Emergency maintenance: it is carried out as fast as possible
in order to bring a failed machine or facility to a safe and
operationally efficient condition.
◦ Breakdown maintenance: it is performed after the
occurrence of an advanced considered failure for which
advanced provision has been made in the form of repair
method, spares, materials, labour and equipment.
 Disadvantages:
1. Its activities are expensive in terms of both direct and
indirect cost.
2. Using this type of maintenance, the occurrence of a failure
in a component can cause failures in other components in
the same equipment, which leads to low production
availability.
3. Its activities are very difficult to plan and schedule in
advance.
 This type of maintenance is useful in the following
situations:
1. The failure of a component in a system is unpredictable.
2. The cost of performing run to failure maintenance activities
is lower than performing other activities of other types of
maintenance.
3. The equipment failure priority is too low in order to include
the activities of preventing it within the planned
maintenance budget.
It is a set of activities that are performed on plant
equipment, machinery, and systems before the
occurrence of a failure in order to protect them and
to prevent or eliminate any degradation in their
operating conditions.
British Standard 3811:1993 Glossary of terms
defined preventive maintenance as:
the maintenance carried out at predetermined
intervals or according to prescribed criteria and
intended to reduce the probability of failure or the
degradation of the functioning and the effects
limited.
 The advantage of applying preventive maintenance
activities is to satisfy most of maintenance
objectives.
 The factors that affect the efficiency of this type of maintenance:
1. The need for an adequate number of staff in the maintenance
department in order to perform this type of maintenance.
2. The right choice of production equipment and machinery that is
suitable for the working environment and that can tolerate the
workload of this environment.
3. The required staff qualifications and skills, which can be gained
through training.
4. The support and commitment from executive management to the
PM programme.
5. The proper planning and scheduling of PM programme.
6. The ability to properly apply the PM programme.
 It is good for those machines and facilities which
their failure would cause serious production losses.
 Its aim is to maintain machines and facilities in
such a condition that breakdowns and emergency
repairs are minimised.
 Its activities include replacements, adjustments,
major overhauls, inspections and lubrications.
 Researchers subdivided preventive maintenance into
different kinds according to the nature of its activities:
 Routine maintenance which includes those maintenance
activities that are repetitive and periodic in nature such as
lubrication, cleaning, and small adjustment.
 Running maintenance which includes those maintenance
activities that are carried out while the machine or
equipment is running and they represent those activities that
are performed before the actual preventive maintenance
activities take place.
 Opportunity maintenance which is a set of maintenance
activities that are performed on a machine or a facility when
an unplanned opportunity exists during the period of
performing planned maintenance activities to other machines
or facilities.
 Window maintenance which is a set of activities that are
carried out when a machine or equipment is not required for
a definite period of time.
 Shutdown preventive maintenance, which is a set of
preventive maintenance activities that are carried out when
the production line is in total stoppage situation.
 In this type, actions such as repair, replacement, or
restore will be carried out after the occurrence of a
failure in order to eliminate the source of this
failure or reduce the frequency of its occurrence.
In the British Standard 3811:1993 Glossary of terms,
corrective maintenance is defined as:
the maintenance carried out after recognition and intended to
put an item into a state in which it can perform a required
function.
 This type of maintenance is subdivided into three
types:
 Remedial maintenance, which is a set of activities
that are performed to eliminate the source of failure
without interrupting the continuity of the
production process.
The way to carry out this type of corrective maintenance is
by taking the item to be corrected out of the production line
and replacing it with reconditioned item or transferring its
workload to its redundancy.
 Deferred maintenance, which is a set of corrective
maintenance activities that are not immediately
initiated after the occurrence of a failure but are
delayed in such a way that will not affect the
production process.
 Shutdown corrective maintenance, which is a set of
corrective maintenance activities that are performed
when the production line is in total stoppage
situation.
 The main objectives of corrective maintenance are the
maximisation of the effectiveness of all critical plant
systems, the elimination of breakdowns, the elimination of
unnecessary repair, and the reduction of the deviations from
optimum operating conditions.
 The difference between corrective maintenance and
preventive maintenance is that for the corrective
maintenance, the failure should occur before any corrective
action is taken.
 Corrective maintenance is different from run to failure
maintenance in that its activities are planned and regularly
taken out to keep plant’s machines and equipment in
optimum operating condition.
 The way to perform corrective maintenance activities is by
conducting four important steps:
1. Fault detection.
2. Fault isolation.
3. Fault elimination.
4. Verification of fault elimination.
In the fault elimination step several actions could be taken
such as adjusting, aligning, calibrating, reworking,
removing, replacing or renovation.
 Corrective maintenance has several prerequisites in
order to be carried out effectively:
1. Accurate identification of incipient problems.
2. Effective planning which depends on the skills of the
planners, the availability of well developed maintenance
database about standard time to repair, a complete repair
procedures, and the required labour skills, specific tools,
parts and equipment.
3. Proper repair procedures.
4. Adequate time to repair.
5. Verification of repair.
 It aims at reducing or eliminating entirely the need for
maintenance.
 This type of maintenance is subdivided into three types as
follows:
1. Design-out maintenance which is a set of activities that
are used to eliminate the cause of maintenance, simplify
maintenance tasks, or raise machine performance from the
maintenance point of view by redesigning those machines
and facilities which are vulnerable to frequent occurrence of
failure and their long term repair or replacement cost is very
expensive.
2. Engineering services which includes construction and
construction modification, removal and installation, and
rearrangement of facilities.
3. Shutdown improvement maintenance, which is a set of
improvement maintenance activities that are performed
while the production line is in a complete stoppage situation.
 Predictive maintenance is a set of activities that detect
changes in the physical condition of equipment (signs of
failure) in order to carry out the appropriate maintenance
work for maximising the service life of equipment without
increasing the risk of failure.
 It is classified into two kinds according to the methods of
detecting the signs of failure:
◦ Condition-based predictive maintenance
◦ Statistical-based predictive maintenance
 Condition-based predictive maintenance depends on
continuous or periodic condition monitoring equipment to
detect the signs of failure.
 Statistical-based predictive maintenance depends on
statistical data from the meticulous recording of the
stoppages of the in-plant items and components in order to
develop models for predicting failures.
 The drawback of predictive maintenance is that it depends
heavily on information and the correct interpretation of the
information.
 Some researchers classified predictive maintenance as a type
of preventive maintenance.
 The main difference between preventive maintenance and
predictive maintenance is that predictive maintenance uses
monitoring the condition of machines or equipment to
determine the actual mean time to failure whereas preventive
maintenance depends on industrial average life statistics.
MAINTENANCE
UNPLANNED
MAINTENANCE
(REACTIVE)
BREAKDOWN
EMERGENCY
PLANNED
MAINTENANCE
(PROACTIVE)
CORRECTIVE
MAINTENANCE
REMEDIAL
DEFERRED
PREDECTIVE
MAINTENANCE
CONDITION -
BASED
STATISTICAL
- BASED
PREVENTIVE
MAINTENANCE
ROUTINE
RUNNING
DESIGN - OUT
ENGINEERING
SERVICES
WINDOW
IMPROVEMENT
MAINTENANCE
SHUTDOWN
CORRECTIVE
SHUTDOWN
PREVENTIVE
SHUTDOWN
IMPROVEMENT
Shutdown Maintenance
OPPORTU-
NITY
Figure 2.4 Maintenance Types

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Lecture 1 introduction to ME AND ME TYPES

  • 1. British Standard Glossary of terms (3811:1993) defined maintenance as: the combination of all technical and administrative actions, including supervision actions, intended to retain an item in, or restore it to, a state in which it can perform a required function.
  • 2. maintenance is a set of organised activities that are carried out in order to keep an item in its best operational condition with minimum cost acquired.
  • 3. Activities of maintenance function could be either repair or replacement activities, which are necessary for an item to reach its acceptable productivity condition and these activities, should be carried out with a minimum possible cost.
  • 4. 1. In the period of pre-World War II, people thought of maintenance as an added cost to the plant which did not increase the value of finished product. Therefore, the maintenance at that era was restricted to fixing the unit when it breaks because it was the cheapest alternative
  • 5. 2. During and after World War II at the time when the advances of engineering and scientific technology developed, people developed other types of maintenance, which were much cheaper such as preventive maintenance. In addition, people in this era classified maintenance as a function of the production system.
  • 6. Fix the equipment when it breaks -Term terotechnology introduced. -Recognition of need to present equipment failures. -Models for preventive maintenance developed. -Increased awareness of: -Environment -Safety -Quality -Need for reliable equipment. -Reduction in costs. Pre-World War II Post-World War II 1980 Onwards Time Development of Maintenance Figure 2.2 Maintenance History (Adapted From Shenoy, Bhadury 1998)
  • 7. 3. Nowadays, increased awareness of such issues as environment safety, quality of product and services makes maintenance one of the most important functions that contribute to the success of the industry. World-class companies are in continuous need of a very well organised maintenance programme to compete world-wide.
  • 8. Maintenance objectives should be consistent with and subordinate to production goals. The relation between maintenance objectives and production goals is reflected in the action of keeping production machines and facilities in the best possible condition.
  • 10.  Maximising production or increasing facilities availability at the lowest cost and at the highest quality and safety standards.  Reducing breakdowns and emergency shutdowns.  Optimising resources utilisation.  Reducing downtime.  Improving spares stock control.
  • 11.  Improving equipment efficiency and reducing scrap rate.  Minimising energy usage.  Optimising the useful life of equipment.  Providing reliable cost and budgetary control.  Identifying and implementing cost reductions.
  • 12.  Failure – inability to produce work in appropriate manner  Equipment / machine failure on production floor – worn out bearing, pump, pressure leaks, broken shaft, overheated machine etc.  Equipment failure in office – failure of power supply, air-conditioned system, computer network, photocopy machine  Vehicle failure – brake, transmission, engine, cooling system
  • 13.  Failure to develop written objectives and policy  Inadequate budgetary control  Inadequate control procedures for work order, service requests etc.  Infrequent use of standards  To control maintenance work  Absence of cost reports to aid maintenance planning and control system
  • 14.  Run to Failure Maintenance (RTF)  Preventive Maintenance (PM)  Corrective Maintenance (CM)  Improvement Maintenance (IM)  Predictive Maintenance (PDM)
  • 15.  The required repair, replacement, or restore action performed on a machine or a facility after the occurrence of a failure in order to bring this machine or facility to at least its minimum acceptable condition.  It is the oldest type of maintenance.
  • 16.  It is subdivided into two types: ◦ Emergency maintenance: it is carried out as fast as possible in order to bring a failed machine or facility to a safe and operationally efficient condition. ◦ Breakdown maintenance: it is performed after the occurrence of an advanced considered failure for which advanced provision has been made in the form of repair method, spares, materials, labour and equipment.
  • 17.  Disadvantages: 1. Its activities are expensive in terms of both direct and indirect cost. 2. Using this type of maintenance, the occurrence of a failure in a component can cause failures in other components in the same equipment, which leads to low production availability. 3. Its activities are very difficult to plan and schedule in advance.
  • 18.  This type of maintenance is useful in the following situations: 1. The failure of a component in a system is unpredictable. 2. The cost of performing run to failure maintenance activities is lower than performing other activities of other types of maintenance. 3. The equipment failure priority is too low in order to include the activities of preventing it within the planned maintenance budget.
  • 19. It is a set of activities that are performed on plant equipment, machinery, and systems before the occurrence of a failure in order to protect them and to prevent or eliminate any degradation in their operating conditions.
  • 20. British Standard 3811:1993 Glossary of terms defined preventive maintenance as: the maintenance carried out at predetermined intervals or according to prescribed criteria and intended to reduce the probability of failure or the degradation of the functioning and the effects limited.
  • 21.  The advantage of applying preventive maintenance activities is to satisfy most of maintenance objectives.
  • 22.  The factors that affect the efficiency of this type of maintenance: 1. The need for an adequate number of staff in the maintenance department in order to perform this type of maintenance. 2. The right choice of production equipment and machinery that is suitable for the working environment and that can tolerate the workload of this environment. 3. The required staff qualifications and skills, which can be gained through training. 4. The support and commitment from executive management to the PM programme. 5. The proper planning and scheduling of PM programme. 6. The ability to properly apply the PM programme.
  • 23.  It is good for those machines and facilities which their failure would cause serious production losses.  Its aim is to maintain machines and facilities in such a condition that breakdowns and emergency repairs are minimised.  Its activities include replacements, adjustments, major overhauls, inspections and lubrications.
  • 24.  Researchers subdivided preventive maintenance into different kinds according to the nature of its activities:  Routine maintenance which includes those maintenance activities that are repetitive and periodic in nature such as lubrication, cleaning, and small adjustment.  Running maintenance which includes those maintenance activities that are carried out while the machine or equipment is running and they represent those activities that are performed before the actual preventive maintenance activities take place.
  • 25.  Opportunity maintenance which is a set of maintenance activities that are performed on a machine or a facility when an unplanned opportunity exists during the period of performing planned maintenance activities to other machines or facilities.  Window maintenance which is a set of activities that are carried out when a machine or equipment is not required for a definite period of time.  Shutdown preventive maintenance, which is a set of preventive maintenance activities that are carried out when the production line is in total stoppage situation.
  • 26.  In this type, actions such as repair, replacement, or restore will be carried out after the occurrence of a failure in order to eliminate the source of this failure or reduce the frequency of its occurrence. In the British Standard 3811:1993 Glossary of terms, corrective maintenance is defined as: the maintenance carried out after recognition and intended to put an item into a state in which it can perform a required function.
  • 27.  This type of maintenance is subdivided into three types:  Remedial maintenance, which is a set of activities that are performed to eliminate the source of failure without interrupting the continuity of the production process. The way to carry out this type of corrective maintenance is by taking the item to be corrected out of the production line and replacing it with reconditioned item or transferring its workload to its redundancy.
  • 28.  Deferred maintenance, which is a set of corrective maintenance activities that are not immediately initiated after the occurrence of a failure but are delayed in such a way that will not affect the production process.  Shutdown corrective maintenance, which is a set of corrective maintenance activities that are performed when the production line is in total stoppage situation.
  • 29.  The main objectives of corrective maintenance are the maximisation of the effectiveness of all critical plant systems, the elimination of breakdowns, the elimination of unnecessary repair, and the reduction of the deviations from optimum operating conditions.  The difference between corrective maintenance and preventive maintenance is that for the corrective maintenance, the failure should occur before any corrective action is taken.  Corrective maintenance is different from run to failure maintenance in that its activities are planned and regularly taken out to keep plant’s machines and equipment in optimum operating condition.
  • 30.  The way to perform corrective maintenance activities is by conducting four important steps: 1. Fault detection. 2. Fault isolation. 3. Fault elimination. 4. Verification of fault elimination. In the fault elimination step several actions could be taken such as adjusting, aligning, calibrating, reworking, removing, replacing or renovation.
  • 31.  Corrective maintenance has several prerequisites in order to be carried out effectively: 1. Accurate identification of incipient problems. 2. Effective planning which depends on the skills of the planners, the availability of well developed maintenance database about standard time to repair, a complete repair procedures, and the required labour skills, specific tools, parts and equipment. 3. Proper repair procedures. 4. Adequate time to repair. 5. Verification of repair.
  • 32.  It aims at reducing or eliminating entirely the need for maintenance.  This type of maintenance is subdivided into three types as follows: 1. Design-out maintenance which is a set of activities that are used to eliminate the cause of maintenance, simplify maintenance tasks, or raise machine performance from the maintenance point of view by redesigning those machines and facilities which are vulnerable to frequent occurrence of failure and their long term repair or replacement cost is very expensive.
  • 33. 2. Engineering services which includes construction and construction modification, removal and installation, and rearrangement of facilities. 3. Shutdown improvement maintenance, which is a set of improvement maintenance activities that are performed while the production line is in a complete stoppage situation.
  • 34.  Predictive maintenance is a set of activities that detect changes in the physical condition of equipment (signs of failure) in order to carry out the appropriate maintenance work for maximising the service life of equipment without increasing the risk of failure.  It is classified into two kinds according to the methods of detecting the signs of failure: ◦ Condition-based predictive maintenance ◦ Statistical-based predictive maintenance
  • 35.  Condition-based predictive maintenance depends on continuous or periodic condition monitoring equipment to detect the signs of failure.  Statistical-based predictive maintenance depends on statistical data from the meticulous recording of the stoppages of the in-plant items and components in order to develop models for predicting failures.
  • 36.  The drawback of predictive maintenance is that it depends heavily on information and the correct interpretation of the information.  Some researchers classified predictive maintenance as a type of preventive maintenance.  The main difference between preventive maintenance and predictive maintenance is that predictive maintenance uses monitoring the condition of machines or equipment to determine the actual mean time to failure whereas preventive maintenance depends on industrial average life statistics.
  • 37. MAINTENANCE UNPLANNED MAINTENANCE (REACTIVE) BREAKDOWN EMERGENCY PLANNED MAINTENANCE (PROACTIVE) CORRECTIVE MAINTENANCE REMEDIAL DEFERRED PREDECTIVE MAINTENANCE CONDITION - BASED STATISTICAL - BASED PREVENTIVE MAINTENANCE ROUTINE RUNNING DESIGN - OUT ENGINEERING SERVICES WINDOW IMPROVEMENT MAINTENANCE SHUTDOWN CORRECTIVE SHUTDOWN PREVENTIVE SHUTDOWN IMPROVEMENT Shutdown Maintenance OPPORTU- NITY Figure 2.4 Maintenance Types