Over
the last twenty years, maintenance has changed,
perhaps more so than any other management discipline.
The changes are due to a huge increase in the number
and variety of physical assets (plant, equipment
and buildings) that must be maintained throughout
the world, more complex designs, new maintenance
techniques and changing views on maintenance organization
and responsibilities.
Maintenance is also responding to changing expectations, including a rapidly
growing awareness of the extent to which equipment failure affects safety and
the environment, growing awareness of the connection between maintenance and
product quality, and increasing pressure to achieve high plant availability
and to contain costs.
The changes are testing attitudes and skills in all industries to the limit.
Maintenance people are having to
adopt completely new ways of thinking and acting, as engineers and as managers.
At the same time, the
limitations of maintenance systems are becoming increasingly apparent, no matter
how much they are
computerized.
In the face of this avalanche of change, managers everywhere are seeking a
new approach to maintenance. They want to avoid the false starts and dead ends
that always accompany major upheavals. Instead they seek a strategic
framework that synthesizes the new developments into a coherent pattern, so
that they can evaluate them sensibly and apply those likely to be of most value
to them and their companies.
This paper describes a philosophy that provides just such a framework. It is
called Reliability-centered
Maintenance, or RCM.
If it
is applied correctly, RCM transforms the relationships
between the undertakings that use it, their existing
physical assets and the people who operate and
maintain those assets. It also enables new assets
to be put into effective service with great speed,
confidence and precision. The following paragraphs
provide a brief introduction to RCM, starting with
a look at how maintenance has evolved over the
past sixty years.
Since the 1930's, the evolution of maintenance can be traced through three
generations. RCM is rapidly
becoming a cornerstone of the Third Generation, but this generation can only
be viewed in perspective in
the light of the First and Second Generations.
The First Generation
The First Generation covers the period up to World War II. In those days industry
was not very highly
mechanized, so downtime did not matter much. This meant that the prevention
of equipment failure was a
low high priority in the minds of most managers. At the same time, most equipment
was simple and generally over-designed. This made it reliable and easy to repair.
As a result, there was no need for systematic maintenance of any sort beyond
simple cleaning, servicing and lubrication routines. The need for skills was
also lower than it is today.
The Second Generation
Things changed dramatically during World War II. Wartime pressures increased
demand for goods of all
kinds while the supply of industrial manpower dropped sharply. This led to
increased mechanization. By the 1950’s machines of all types were more numerous
and more complex. Industry was beginning to depend on them.
As this dependence grew, downtime came into sharper focus. This led to the
idea that equipment failures could and should be prevented, which led in turn
to the concept of preventive maintenance. In the 1960's, this consisted mainly
of equipment overhauls done at fixed intervals.
The cost of maintenance also started to rise sharply relative to other operating
costs. This led to the growth
of maintenance planning and control systems. These have helped greatly to bring
maintenance under control, and are now an established part of the practice
of maintenance. Finally, the amount of capital tied up in fixed assets together
with a sharp increase in the cost of that capital led people to start seeking
ways in which they could maximize the life of the assets.
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The Third Generation
Since the mid-seventies, the process of change in industry has gathered even
greater momentum. The
changes can be classified under the headings of new expectations, new research
and new techniques.
New expectations: Figure 1 shows how expectations of maintenance have evolved.
Downtime has always affected the productive capability of physical assets by
reducing output, increasing operating costs and interfering with customer service.
By the 1960's and 1970's, this was already a major concern in the mining, manufacturing
and transport sectors. The effects of downtime have been aggravated by the
world-wide move towards just-in-time inventory management - stock levels in
general have been reduced to the point that minor equipment failures can now
have a major impact on all sorts of logistic support systems. In recent times,
the growth of automation has meant that reliability and availability have also
become key issues in sectors as diverse as health care, data processing, telecommunications
and building management.
Figure
1 Growing
expectations of maintenance
Greater automation also means that more and
more failures affect our ability to sustain satisfactory
quality
standards. This applies as much to standards of service as it does to product
quality. For instance, equipment failures affect climate control in buildings
and the punctuality of transport networks as much as they can interfere with
the consistent achievement of specified tolerances in manufacturing.
More and more failures have serious safety or environmental consequences, at
a time when standards in these areas are rising rapidly. In some parts of the
world, the point is approaching where organizations either conform to society's
safety and environmental expectations, or they cease to operate. This adds
an order of magnitude to our dependence on the integrity of our physical assets – one
that goes beyond cost and becomes a simple matter of organizational survival.
At the same time as our dependence on physical assets is growing, so too is
their cost – to operate and to own. To secure the maximum return on the investment
that they represent, they must be kept working efficiently for as long as we
want them to.
Finally, the cost of maintenance itself is still rising, in absolute terms
and as a proportion of total expenditure. In some industries, it is now the
second highest or even the highest element of operating costs. As a result,
in only thirty years it has moved from almost nowhere to the top of the league
as a cost control priority.
New research
Quite apart from greater expectations, new research is changing many of our
most basic beliefs about age
and failure. In particular, it is apparent that there is less and less connection
between the operating age of
most assets and how likely they are to fail.
Figure 2 shows how the earliest view of failure was that as things got older,
they were more likely to fail. A
growing awareness of ‘infant mortality’ led to widespread Second Generation
belief in the ‘bathtub’ curve.
However, Third Generation research has revealed that not one or two but six
failure patterns actually occur
in practice. One of the most important conclusions to emerge from this research
is a growing realization
that although they may be done exactly as planned, a great many traditionally
derived maintenance tasks
achieve nothing, while some are actively counterproductive and even dangerous.
This is especially true of many tasks done in the name of preventive maintenance.
On the other hand, many more maintenance tasks that are essential to the safe
operation of modern, complex industrial systems do not appear in the associated
maintenance programs.
In other words, industry in general is devoting a great deal of attention to
doing maintenance work correctly
(doing the job right), but much more needs to be done to ensure that jobs which
are being planned are the
jobs that should be planned (doing the right job).
New techniques
There has been explosive growth in new maintenance concepts and techniques.
Hundreds have been
developed over the past twenty years, and more are emerging every week. The
new developments include:
decision support tools, such as hazard studies, failure modes and effects analyses
and expert systems new maintenance techniques, such as condition monitoring
designing equipment with a much greater emphasis on reliability and maintainability
a major shift in organizational thinking towards participation, team-working
and flexibility.
As mentioned earlier, a major challenge facing maintenance people nowadays
is not only to learn what
these techniques are, but to decide which are worthwhile and which are not
in their own organizations. If we make the right choices, it is possible to
improve asset performance and at the same time contain and
even reduce the cost of maintenance. If we make the wrong choices, new problems
are created while
existing problems only get worse.
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The challenges facing maintenance
The first industry to confront these challenges systematically was the commercial
aviation industry. A
crucial element of its response was the realization that as much effort needs
to be devoted to ensuring that
maintainers are doing the right job as to ensuring that they are doing the
job right. This realization led in
turn to the development of the comprehensive decision-making process known
within aviation as MSG3, and outside it as Reliability-centered Maintenance,
or RCM.
In nearly every field of organized human endeavor, RCM is now becoming as fundamental
to the responsible custodianship of physical assets as double-entry bookkeeping
is to the responsible custodianship of financial assets. No other comparable
technique exists for identifying the true, safe minimum of tasks that must
be done to preserve the functions of physical assets, especially in critical
or hazardous situations.

Figure
2: Changing
views on equipment failure
A growing world-wide recognition of the key role of RCM in the formulation
of physical asset management
strategies – and of the need to apply RCM correctly – led the American Society
of Automotive Engineers1
to publish SAE Standard JA1011: “Evaluation Criteria for Reliability-centered
Maintenance (RCM) Processes”.
The RCM process described in Part 3 of this paper complies with this standard.
Part 4 discusses how RCM
should be applied and who should apply it, while Part 5 provides a brief summary
of what RCM achieves.
Before considering these issues, we first look at the meaning of the term ‘maintenance’,
and define RCM.
2
Maintenance and RCM 2
From the engineering viewpoint, there
are two elements to the management of any physical asset. It must
be maintained and it may also need to be modified.
The major dictionaries define maintain as cause to continue (Oxford) or keep
in an existing state (Webster).
This suggests that maintenance means preserving something. On the other hand,
they agree that to modify
something means to change it in some way. The importance of this distinction
is recognized in the RCM
decision process. However, we focus on maintenance at this point.
When we set out to maintain something, what is it that we wish to cause to
continue? What is the existing
state that we wish to preserve?
The answer to these questions can be found in the fact that every physical
asset is put into service because
someone wants it to do something. In other words, they expect it to fulfil
a specific function or functions. So it follows that when we maintain an asset,
the state we wish to preserve must be one in which it continues to do whatever
its users want it to do.
Maintenance:
Ensuring that physical assets continue to do what their users want them to
do.
What users want depends on exactly where and how the asset is used (the operating
context). This leads to
the following definition of Reliability-centered Maintenance:
Reliability-centered Maintenance: a process used to determine what must be
done to ensure
that any physical asset continues to do what its users want it to do in its
present operating context.
3 RCM: Seven
Basic Questions 3
The RCM process entails asking seven
questions about the asset or system under review, as follows:
what are the functions and associated performance standards of the asset in
its present operating context?
• in what ways does it fail to fulfil its functions?
• what causes each functional failure?
• what happens when each failure occurs?
• in what way does each failure matter?
• what can be done to predict or prevent each failure?
• what if a suitable proactive task cannot be found?
These questions are reviewed in the following paragraphs.
3.1 Functions
and Performance Standards
Before it is possible to apply a process
used to determine what must be done to ensure that any physical asset
continues to do whatever its users want it to do in its present operating
context, we need to do two things:
• determine what its users want it to do
• ensure that it can do what its users want to start with.
This is why the first step in the RCM process is to define the functions of
each asset in its operating context, together with the associated desired standards
of performance. What users expect assets to be able to do can be split into
two categories:
• primary functions, which summaries why the asset was acquired in the first
place. This category of functions covers issues such as speed, output, carrying
or storage capacity, product quality and customer service.
• secondary functions,
which recognize that every asset is expected
to do more than simply fulfill its primary functions.
Users also have expectations in areas such as
safety, control, containment, comfort, structural
integrity, economy, protection, efficiency of
operation, environmental compliance and even
the appearance of the asset.
The users of the assets are usually in the best position by far to know exactly
what contribution each asset
makes to the physical and financial well-being of the organization as a whole,
so it is essential that they
are involved in the RCM process from the outset.
3.2
Functional Failures
The objectives of maintenance
are defined by the functions and associated performance
expectations of
the asset. But how does maintenance achieve these objectives?
The only occurrence which is likely to stop any asset performing to the standard
required by its users is some kind of failure. This suggests that maintenance
achieves its objectives by adopting a suitable approach to the management of
failure. However, before we can apply a suitable blend of failure management
tools, we need to identify what failures can occur. The RCM process does this
at two levels:
• firstly, by identifying what circumstances amount to a failed state
• then by asking what events can cause the asset to get into a failed state.
In the world of RCM, failed states are known as functional failures because
they occur when an asset is
unable to fulfill a function to a standard of performance which is acceptable
to the user. In addition to the
total inability to function, this definition includes partial failures, where
the asset still functions but at an
unacceptable level of performance (including situations where the asset cannot
sustain acceptable levels
of quality or accuracy).
3.3
Failure Modes
As mentioned
in the previous paragraph, once each functional
failure has been identified, the next step is
to try to identify all the events that are reasonably likely to cause each
failed state. These events are known
as failure modes. ‘Reasonably likely’ failure modes include those that have
occurred on the same or similar
equipment operating in the same context, failures that are currently being
prevented by existing maintenance regimes, and failures that have not happened
yet but which are considered to be real possibilities in the context in question.
Most traditional lists of failure modes include failures caused by deterioration
or normal wear and tear.
However, the list should also include failures due to human errors (caused
by operators or maintainers) and
design flaws, so that all reasonably likely causes of equipment failure can
be identified and dealt with
appropriately. It is also important to identify the cause of each failure in
enough detail for it to be possible
to identify an appropriate failure management policy.
3.4
Failure Effects
The fourth step in the RCM process entails
listing failure effects, which describe what happens when each
failure mode occurs. These descriptions should include all the information
needed to support the evaluation of the consequences of the failure, such as:
• what evidence (if any) that the failure has occurred
• in what ways (if any) it poses a threat to safety or the environment
• in what ways (if any) it affects production or operations
• what physical damage (if any) is caused by the failure
• what must be done to repair the failure.
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3.5
Failure Consequences
A detailed analysis
of an average industrial undertaking is likely
to yield between three and ten thousand possible
failure modes. These failures all affect the
organization in some way, but in each case,
the effects
are different. They may affect operations. They may also affect product quality,
customer service, safety or the environment. They all take time and cost money
to repair.
It is these consequences that most strongly influence the extent to which we
try to prevent each failure. In other words, if a failure has serious consequences,
we are likely to go to great lengths to try to avoid it. On
the other hand, if it has little or no effect, we may decide to do no routine
maintenance beyond basic cleaning and lubrication.
A great strength of RCM is that it recognizes that the consequences of failures
are far more important than
their technical characteristics. In fact, it recognizes that the only reason
for doing any kind of proactive maintenance is not to avoid failures per se,
but to avoid or at least to reduce the consequences of failure.
The RCM process classifies these consequences into four groups, as follows:
Hidden failures: Hidden failures have no direct impact, but they
expose the organization to multiple failures with serious, often catastrophic,
consequences.
Safety and environmental consequences: A failure has safety consequences
if it could injure or kill someone. It has environmental consequences if
it could breach a corporate, regional, national or international environmental
standard.
Operational consequences: A failure has operational consequences
if it affects production (output, product quality, customer service or
operating costs in addition to the direct cost of repair)
Non-operational consequences: Evident failures
that fall into this category affect neither safety nor
production, so they involve only the direct cost of repair.
RCM 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 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 on
the maintenance activities that have most effect on the
performance of the organization, and diverts energy away from those that 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: tasks undertaken before 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 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.
3.6
Proactive Tasks
Many people still
believe that the best way to optimise plant availability
is to do some kind of proactive
maintenance on a routine basis. Second Generation wisdom suggested that this
should consist of overhauls or component replacements at fixed intervals. Figure
3 illustrates the fixed interval view of failure.

Figure 3: The
traditional view of failure
Figure 3 is based on the assumption that most items operate reliably for a
period ‘X’, 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 items, and for some complex items with dominant age-related failure
modes. In particular, wear-out characteristics 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 thirty years
ago. This has led to startling changes in patterns of failure, as shown in
Figure 4. 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 high incidence of failure (known as infant
mortality) followed by constant or gradually
increasing conditional probability of failure,
then by a wear-out zone
-
pattern
B shows constant or slowly increasing conditional
probability of failure, ending in a
wear-out zone (the same as Figure 3).
-
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
-
pattern
E shows a constant conditional probability
of failure at all ages (random failure)
-
pattern
F starts with high infant mortality, then constant
or slowly decreasing conditional
probability of failure.

Figure 4: Six
patterns of failure
Studies on commercial aircraft showed that 4% of the failures 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
often 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 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 reduce or eliminate the consequences which could occur if they
were to degenerate into functional failures. They are called on-condition tasks,
and include all forms of condition-based maintenance, predictive 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.
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3.7 Default Actions
RCM recognizes three major categories of default action:
failure-finding: Failure-finding entails checking hidden functions
to find out whether they have failed (as opposed to the on-condition tasks
described above, which entail checking if something is failing). The rapid
growth in the use of built-in protection means that this category of tasks
is likely to become as big a maintenance management issue in the next ten
years as condition monitoring has been in the last decade. RCM provides powerful,
risk-focused rules for establishing whether, how often and by whom these
tasks should be done
redesign: redesign entails making any one-time change to the built-in
capability of a system. This includes modifications to hardware and changes
to procedures. (Note that the RCM process considers the maintenance requirements
of each asset before asking whether it is necessary to change the design.
This is because the maintenance person who is on duty today has to maintain
the asset as it exists today, not what should be there or what might be
there at some stage in the future. However, if it transpires that an asset
simply cannot deliver the desired performance, RCM helps to focus redesign
efforts on the real problems)
no scheduled maintenance: as the name suggests, this default entails
making no effort to anticipate or prevent failure modes to which it is
applied, so those failures are simply allowed to occur and then repaired.
This default is also called run-to-failure.
3.8 The RCM Task Selection Process
A great strength of RCM is the way it provides 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 and by whom they should be done.
Whether or not a proactive task is technically feasible is governed by the
technical characteristics of the task
and of the failure that 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 that 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 a tolerably low level.
If such a task cannot be found then a scheduled failure-finding task must be
prescribed. If a suitable failure-finding task cannot be found, then the secondary
default decision is that the item may have to be redesigned (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 that reduces the risk of the failure to a tolerable 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 that
really need them, which in turn
leads to substantial reductions in routine workloads. Fewer tasks also means
that the remaining tasks are
more 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. Traditionally, the
maintenance requirements of each asset are assessed in terms of its real or
assumed technical characteristics, without considering the consequences of
failure. The resulting schedules are used for all similar assets, again without
considering that different consequences apply in different operating contexts. This
results in large numbers of schedules that are wasted, not because they are ‘wrong’ in
the technical sense, but because they achieve nothing.
4 Applying the RCM Process 4
Correctly applied, RCM leads to remarkable improvements in maintenance
effectiveness, and often does so surprisingly quickly. However, as with any
fundamental change management project, RCM is much more likely to succeed
if proper attention is paid to thorough planning, how and by whom the analysis
is
performed, auditing and implementation. These issues are discussed in the following
paragraphs
Prioritizing assets and establishing objectives
Part 5 of this paper explains that RCM improves organizational performance
in a host of different ways,
tangible and intangible. Tangible benefits include greater safety, improved
environmental integrity,
improved equipment availability and reliability, better product quality and
customer service and lower
operating and maintenance costs. Intangible benefits include better understanding
about how the
equipment works on the part of operators and maintainers, improved teamworking
and higher morale.
RCM should be applied first to systems where it is likely to yield the highest
returns relative to the effort
required in any or all of the above areas. If these systems are not self-evident,
it may be necessary to
prioritise RCM projects on a more formal basis. When this has been done, it
is then essential to plan each
project in detail.
Planning
The successful application of RCM depends first and perhaps foremost on meticulous
planning and
preparation. The key elements of the planning process are as follows:
-
Define
the scope and boundaries of each project
-
Define
and wherever possible quantify the objectives
of each project (now state and desired end
state)
-
Estimate
the amount of time (number of meetings) needed
to review the equipment in each area Identify
project manager and facilitator(s) Identify
participants (by title and by name) Plan training
for participants and facilitators
-
Plan
date, time and location of each meeting
-
Plan
management audits of RCM recommendations
-
Plan
to implement the recommendations (maintenance
tasks, design changes, changes to
operating procedures)
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OF PAGE
Review groups
We have seen how the RCM process embodies seven basic questions. In practice,
maintenance people simply cannot answer all these questions on their own. This
is because many (if not most) of the answers can only be supplied by production
or operations people. This applies especially to questions concerning functions,
desired performance, failure effects and failure consequences.
For this reason, a review of the maintenance requirements of any asset should
be done by small teams that include at least one person from the maintenance
function and one from the operations function.

Figure 5: A
typical RCM review group
The seniority
of the group members is less important than the
fact that they should have a thorough
knowledge of the asset under review. Each group member should also have been
trained in RCM. The
make-up of a typical RCM review group is shown in Figure 5.
The use of these groups enables management to gain access to the knowledge
and expertise of each
member of the group on a systematic basis, while the members themselves learn
a great deal about how
the asset works.
Facilitators
RCM review groups work under the guidance of highly trained specialists in
RCM, known as facilitators. The
facilitators are the most important people in the RCM review process. Their
role is to ensure that:
-
the
RCM analysis is carried out at the right level,
that system boundaries are clearly defined,
that
no important items are overlooked and that the results of the analysis
are properly recorded
-
RCM
is correctly understood and applied by the
group
-
the
group reaches consensus in a brisk and orderly
fashion, while retaining their enthusiasm and
commitment
-
the
analysis progresses as planned and finishes
on time.
Facilitators
also work with RCM project managers or sponsors
to ensure that each analysis is properly planned
and receives appropriate managerial and logistic
support.
The outcomes of an RCM analysis
If it is applied in the manner suggested above, an RCM analysis results in
three tangible outcomes, as follows:
-
schedules
to be done by the maintenance department
-
revised
operating procedures for the operators of the
asset
-
a
list of areas where one-time changes must be
made to the design of the asset or the way
in
which it is operated to deal with situations where the asset cannot deliver
the desired performance
in its current configuration.
A less
tangible but very valuable outcome is that participants
in the process tend to start functioning much better
as multidisciplinary teams.
Auditing
After the review has been completed for each asset, senior managers with overall
responsibility for the
equipment must satisfy themselves that the review is sensible and defensible.
This entails deciding whether they agree with the definition of functions and
performance standards, the identification of failure
modes and the description of failure effects, the assessment of failure consequences
and the selection of tasks.
Implementation
Once the RCM review has been audited and approved, the final step is to implement
the tasks, procedures
and one-time changes. The revised tasks and procedures must be documented in
a way that ensures that they will be easily understood and performed safely
by the people who do the work.
The maintenance tasks are then fed into suitable maintenance planning and control
systems, while revised operating procedures are usually incorporated into standard
operating procedure manuals. Proposals for modifications are dealt with by
the engineering or project management function in most organizations.
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5 What RCM Achieves
5
Desirable as they are, the outcomes
listed above should only be seen as a means
to an end. Specifically, they should enable
the maintenance function to fulfill all the
expectations listed in Figure 1 at the beginning
of this paper. How they do so is summarized
in the following paragraphs.
Greater safety and environmental integrity: RCM
considers the safety and environmental implications
of every failure mode before considering its
effect on operations. This means that steps
are taken to minimize all identifiable equipment-related
safety and environmental hazards, if not eliminate
them altogether. By integrating safety into
the mainstream of maintenance decision-making,
RCM also improves attitudes to safety.
Improved operating performance (output, product quality
and customer service): RCM recognizes that all types
of maintenance have some value, and provides rules for
deciding which is most suitable in every situation. By
doing so, it helps ensure that only the most effective
forms of maintenance are chosen for each asset, and that
suitable action is taken in cases where maintenance cannot
help. This much more tightly focused maintenance effort
leads to quantum jumps in the performance of existing assets
where these are sought.
RCM was developed to help airlines draw up maintenance programs for new types
of aircraft
before they enter service. As a result, it is an ideal way to develop such
programs for new assets, especially complex equipment for which no historical
information is available. This saves much of the trial and error that is so
often part of the development of new maintenance programs – trial that is time-consuming
and frustrating, and error that can be very costly.
Greater maintenance cost-effectiveness: RCM continually focuses
attention on the maintenance activities that have most effect on the performance
of the plant. This helps to ensure that everything spent on maintenance is
spent where it will do the most good.
In addition, if RCM is correctly applied to existing maintenance systems, it
reduces the amount of routine work (in other words, maintenance tasks to be
undertaken on a cyclic basis) issued in each period, usually by 40% to 70%.
On the other hand, if RCM is used to develop a new maintenance program, the
resulting scheduled workload is much lower than if the program is developed
by traditional methods.
Longer useful life of equipment, due to carefully focused
emphasis on the use of on-condition maintenance.
A comprehensive database: An RCM review ends with a comprehensive
and fully documented record of the maintenance requirements of all the
significant assets used by the organization. This makes it possible to
adapt to changing circumstances (such as changing shift patterns or new
technology) without having to reconsider all maintenance policies from
scratch. It also enables equipment users to demonstrate that their maintenance
programs are built on rational foundations (the audit trail required by
more and more regulators). Finally, the information stored on RCM worksheets
reduces the effects of staff turnover with its attendant loss of experience
and expertise.
An RCM review of the maintenance requirements of each asset also provides a
much clearer view of the skills required to maintain each asset, and for deciding
what spares should be held in stock.
Greater motivation of individuals, especially people who are
involved in the review process. This is accompanied by much wider ‘ownership’ of
maintenance problems and their solutions. It also means that solutions are
more likely to endure.
Better teamwork: RCM provides a common, easily understood
technical language for everyone who has anything to do with maintenance.
This gives maintenance and operations people a better understanding of
what maintenance can (and cannot) achieve and what must be done to achieve
it.
All of these issues are part of the mainstream of maintenance management, and
many are already the target of improvement programs. A major feature of RCM
is that it provides an effective step-by-step framework for tackling all of
them at once, and for involving everyone who has anything to do with the equipment
in the process.
RCM yields results very quickly. In fact, if they are correctly focused and
correctly applied, RCM analyses
can pay for themselves in a matter of months and sometimes even a matter of
weeks. The process
transforms both the perceived maintenance requirements of the physical assets
used by the organization and the way in which the maintenance function as a
whole is perceived. The result is more cost-effective, more harmonious and
much more successful maintenance.
1 International
Society of Automotive Engineers: JA1011 - Evaluation
Criteria for Reliability-Centered
Maintenance (RCM) Processes: Warrendale, Pennsylvania, USA: SAE Publications
© Aladon Ltd 2000
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