Moving From Time Based Maintenance to Condition Based Maintenance (Webinar)

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    Moving from Time Based Maintenance to

    Condition Based Maintenance

    Presented By: Thomas Linn Qualitrol LLCSeptember, 2013

    Thomas Linn has a strong background of 20 years plus experience in high voltage equipmentsuch as gas insulated switchgear, high voltage bushings, cables, transformers, high voltagetesting, partial discharge measurement and monitoring and high voltage test equipment.

    Thomas graduated from Technical University of Dresden with a degree in ElectricalEngineering, specialized in High Voltage Techniques. Afterwards he worked till today withhigh voltage equipment. 1998 he joint ABB in Switzerland and was responsible for HighVoltage Onsite Testing for GIS and cables, PD measurements onsite and PD monitoring ofGas Insulated Switchgear. 2003 he took over the responsibility for the High Voltage Test Labsfor routine and type testing mainly for high voltage transformer bushings.

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    Agenda

    Overview

    1. Definitions around Maintenance

    2. Traditional Methods and current state of Maintenance

    3. Condition- based Maintenance (CBM) Basics

    4. Challenges of Condition Monitoring Based Systems

    5. Q & A

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    Definitions around Maintenance

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    Definitions around Maintenance

    What is Maintenance?

    Maintenance are actions necessary for retaining or restoring a piece of equipment,machine, or system to the specified operable condition to achieve its maximumuseful life.

    Source: http://www.businessdictionary.com/definition/maintenance.html#ixzz2VFFiFfwd

    Type of Maintenance?

    Reactive maintenance (Run-to-failure maintenance)

    Preventive maintenance (Time-based maintenance)

    Predictive maintenance (Condition-based maintenance)

    Source: http://performancealliance.org/Portals/4/Documents/Committees/NonResQM/OM_5.pdf

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    Type of Maintenance Run-to-Failure Maintenance

    Advantages

    Low cost.

    Less staff.

    Disadvantages

    Increased cost due to unplanned downtime of equipment.

    Increased labor cost, especially if overtime is needed.

    Cost involved with repair or replacement of equipment.

    Possible secondary equipment or process damage from equipment failure.

    Inefficient use of staff resources.

    Definition:

    Run-to-Failure maintenance (also known as corrective maintenance) involves all unscheduledactions performed as a result of system or product failure. Basically, it is an attempt to restorethe system/product to a specified condition.

    Source: http://www.referenceforbusiness.com/management/Log-Mar/Maintenance.html#ixzz2VFbobDte

    Source: http://performancealliance.org/Portals/4/Documents/Committees/NonResQM/OM_5.pdf

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    Type of Maintenance Time- based Maintenance

    Advantages

    Cost effective in many capital-intensive processes.

    Flexibility allows for the adjustment of maintenance periodicity.

    Increased component life cycle.

    Energy savings and Reduced equipment or process failure.

    Estimated 12% to 18% cost savings over reactive maintenance program.

    Disadvantages

    Catastrophic failures still likely to occur.

    Labor intensive. Includes performance of unneeded maintenance.

    Potential for incidental damage to components in conducting unneeded maintenance.

    Definition:

    Time-based maintenance utilizes a previously developed maintenance schedule for eachasset/ equipment. This is much like an oil change on an automobile that takes place everythree months or 3,000 miles, whichever comes first.

    Source: http://www.referenceforbusiness.com/management/Log-Mar/Maintenance.html#ixzz2VFbobDte

    Source: http://performancealliance.org/Portals/4/Documents/Committees/NonResQM/OM_5.pdf

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    Type of Maintenance Condition-based Maintenance

    Advantages

    Increased component operational life/availability.

    Allows for preemptive corrective actions.

    Decrease in equipment or process downtime.

    Decrease in costs for parts and labor.

    Better product quality.

    Improved worker and environmental safety.

    Improved worker morale.

    Energy savings.

    Estimated 8% to 12% cost savings over time-based maintenance program.

    Disadvantages Increased investment in diagnostic equipment.

    Increased investment in staff training.

    Savings potential not readily seen by management.

    Definition:

    Condition-based maintenance involves all actions performed as a result of system or productcondition, detected by means of condition monitoring. Basically, it is eliminating causalstressors, with can lead to a degradation of the asset or equipment.

    Source: http://performancealliance.org/Portals/4/Documents/Committees/NonResQM/OM_5.pdf

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    Traditional Methods and current state

    of Maintenance

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    Traditional Methods and current state of Maintenance

    A referenced study from US breaks down the average maintenance program asfollows:

    >55% Reactive

    31% Preventive

    12% Predictive

    2% Other

    Note that more than 55% of maintenance resources and activities of an averagefacility are still reactive.

    (Source: http://performancealliance.org/Portals/4/Documents/Committees/NonResQM/OM_5.pdf)

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    Traditional Methods and current state of Maintenance

    Commonly accepted practice is to follow Manufacturers advised schedule, likechanging your cars engine oil at every 3000 miles or three months

    1) A Utility company cannot keep up with time based maintenance in a deregulated

    business model, and highly regulated environment protection.

    2) Experience and proven studies demonstrate greater asset risk and dependingrevenue loss when using time based maintenance

    Traditional methods lack the needed sensors and associated measurements toanalyze, record and suggest preventive maintenance or control actions

    Assets like Battery banks, cap banks, underground cables are relatively difficultand expensive to maintain, often underserved by Utilities

    Diagnostics, Reporting and control measures are mostly a manual processprone to errors. Requires constant training and retaining large crews.

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    Traditional Methods and current state of Maintenance

    Full cost view includes secondary (invisible) costs:

    Moral of employ Safety aspects

    Reduced costs for parts and labor Secondary outage costs (penalties, branddamages etc.)

    Inventory costs Indirect cost reduction due to longer lifetime

    Full cost view includes secondary (invisible) costs:

    Moral of employ Safety aspects

    Reduced costs for parts and labor Secondary outage costs (penalties, branddamages etc.)

    Inventory costs Indirect cost reduction due to longer lifetime

    Traditional view includes primary (visible) costs:

    Replacement parts costs Labor costs

    Primary Costs for outages Storage costs

    Traditional view includes primary (visible) costs:

    Replacement parts costs Labor costs

    Primary Costs for outages Storage costs

    Cost calculation

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    Traditional Methods and current state of Maintenance

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    umberoftrouble

    0~3 4~6 7~9 10~12 13~15 16~18 19~21 22~24 25~

    Service years

    OthersMaintenance DefectsEquipment Defects

    In older Equipment maintenance is a big contr ibutor to failure!

    (Source: CIGRE 1992)

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    Traditional Methods and current state of Maintenance

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    Condition- based Maintenance (CBM)

    Basics

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    Condition- based Maintenance (CBM) Basics

    Condition-based maintenance is a set of activities that detect changes in the physicalcondition of equipment (signs of failure) in order to carry out the appropriate maintenancework for maximizing the service life of equipment without increasing the risk of failure.

    Condition-based maintenance

    depends on continuous or periodic condition monitoring equipment to detect the signs offailure.

    Defining maintenance decisions

    Assessing Condit ion of equipment

    Intelligent data analyzing/ processing

    Collecting the data

    Defining valuable data to measure

    Condition-based Maintenance

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    What is needed to do Condition-based Maintenance?

    Condition- based Maintenance (CBM) Basics

    Commitment of Management

    Suitable Sensors

    CBM Concept

    Reliable System Knowledge

    Data processing

    CBM relevant quality data analyses by expertsystems

    Maintenance decision based on data and Knowledge (automatic/ manuallysupported)

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    Condition- based Maintenance (CBM) Basics

    CBM Concept

    For a suitable CBM Concept the level o actions needs to be defined and represented in themonitoring system (different level of access etc.). The responsibilities, the included actionsand the expected decisions for each level needs to be clearly defined.

    First Level: qualified data/ warning/ alarms will be provided (System)

    Second Level: Information will be received, reviewed and acknowledged; decision about furtheractions will be drawn (e.g. by operator with system support)

    Third Level: Received data will be further analyzed; decision about further investigation will be

    drawn (e.g. by maintenance crew with system support)

    Forth Level: Further investigations on the equipment itself (e.g. time- of- flight, oil sampling);decision about necessary maintenance actions will be drawn (e.g. external or internalspecialist with system support and/or additional diagnostic methods)

    Fifth Level: applying maintenance (e.g. repair or replacement by external or internal stuff); the

    decision about clearance for further operation will be drawn (e.g. maintenancemanager).

    The above mentioned concept shows an basic example and might varies according to CBM strategy of theequipment owner, level of experience, level of competences etc.

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    Condition- based Maintenance (CBM) Basics

    Suitable Sensors

    The used sensors should be able to collect the measured parameter with a minimumdemanded sensitivity, which should be proven by means of state of the art methods anddocumented.

    The sensors should not incorporate unnecessary risk to the monitored equipment, to OHSand environment.

    Fixing and connection to equipment and the buildup of the sensor itself and all connectedparts should be resistant to the same environment as the monitored equipment itself at least.

    The expected lifetime should be as long as the monitored equipment itself or, if not possible,

    at the high end of state of the art of same kind of sensors.In case of a defect of a sensor, it should not result in a fault of the monitored equipment.

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    Condition- based Maintenance (CBM) Basics

    Reliable Monitoring System

    The connected monitoring system should provide different level of access according to thelevels in the CBM concept (e.g. red and green light for first level, some data analysesfeatures for the second level etc.).

    It should be suitable to withstand the environment where it will be installed.All system failures should create a signalization to first level.

    The system should be meant for long life operation, equipped with proven reliablecomponents/ parts.

    The user interface needs to be so designed, that it is easy to use and all information provided

    must be easy to find according to the level of access.The recorded data have to be stored in a save and reliable way.

    The system should be able to be integrated to station networks, equipment owner privatenetworks and phone lines.

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    Scalable System Architecture:

    1) Scalable from single asset to a complete substation, or to include complete Utilityinfrastructure

    2) Choice of integration in existing SCADA or an independent CMBS3) Optional use of Cloud computing, web interface, apps for smart phones

    Mature information management and rule packs for data interpretations

    1) Minimize nuisance alarms

    2) Accurate interpretation with specific recommendation for maintenance action3) Custom reporting capabilities for different levels of organization

    4) Long term archival (1 to 10 years), trending and projected asset availability

    Condition- based Maintenance (CBM) Basics

    Reliable Monitoring System further properties

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    Condition- based Maintenance (CBM) Basics

    Integrated solution - Example of data integration

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    Condition- based Maintenance (CBM) Basics

    Integrated solution - Example SmartSUB

    SF6 monitor DGA monitor (8 gases)

    PD moni tor

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    Condition- based Maintenance (CBM) Basics

    Data processing and CBM relevant quality data analyses by expert systems

    Condition monitoring is a joint effort between

    manufacturers (OEM and 3rd parties, utilities

    (equipment, P&C, communications) and software

    developers

    The data analyses system should be a

    development with Utilities, OEMs and University

    researchers to provide best in class modelling and

    simulation module accuracy to ultimately provideautomated link to CBM planning tools.

    The messages to the user should be clear and

    should provide the necessary information to

    assess the cause of the degradation of physicalcondition (e.g. type of defect, area of source etc.)

    Raw DataFrom Sensors

    Signal Processing

    Qualify DataBased on CM Attributes

    Boolean / Fuzzy LogicBased Expert System

    Artificial Neural Network

    Expert Systems (Diagnostics & Modelling)

    AutomatedCBM Planning

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    Example: Transformer Dissolved Gas Analysis Diagnostic

    First new DGA diagnostic tool in decades

    Correct fault condition identification in 96% of cases surpassing existing

    tools Provides fault identification AND severity levels

    Enables Exception-Based analysis on Big Data DGA databases

    Condition- based Maintenance (CBM) Basics - Example

    Utilizes Artificial Neural Network (ANN) Programming and an Expert System

    ANN trained on data sets that marry pre-failure DGA data with post-failureinspection results

    Additional analytic elements include: Harmonic Regression to remove harmonic components in the data, clearly

    revealing the underlying trends

    Piecewise Linear Approximation to accurately assess gassing rate of change

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    Four fault categories are identified High Energy Discharge (HEDA)

    Low Energy Discharge (LED)

    Over Heated Oil (OHO)

    Cellulose Decomposition (CD)

    Severity of the fault category is assigned and ratedwithin a 6 level scale

    Notifications can be customized by fault category andseverity to enable exception-based analysis.

    Diagnostics:

    Condition- based Maintenance (CBM) Basics - Example

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    DGA Visualization example (8 gases)

    Condition- based Maintenance (CBM) Basics - Example

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    Condition- based Maintenance (CBM) Basics

    Knowledge Management

    Or

    What to do with my Information?

    Knowledge Management!

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    Condition- based Maintenance (CBM) Basics

    Knowledge Management (KM) comprises a range of strategies andpractices used in an organization to identify, create, represent, distribute,and enable adoption of insights and experiences.

    Such insights and experiences comprise knowledge, either embodied inindividuals or embedded in organizational processes or practice.(company know-how)

    KM efforts focus on organizational objectives such as improvedperformance, competitive advantage, innovation, the sharing of lessonslearned, integration and continuous improvement of the organization.

    Data and Information are useful, but nowhere as valuable as Knowledge and Wisdom!Condition Monitoring will only be useful if you know what to do with the Data and

    Information to give you Knowledge!

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    Condition- based Maintenance (CBM) Basics

    Moving from Data to Wisdom

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    Condition- based Maintenance (CBM) Basics

    Integration of knowledge from past events into expert system

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    Asset Manager1) Avoid Early Life Failures

    2) Capture Design and Manufacturing

    flaws in Warranty period3) Benchmark OEMs

    4) Extend Operational Life of Asset

    Maintenance Manager1) Adopt condition based maintenance

    processes

    2) Eradicate non value add servicecycles

    3) Reduce maintenance budget

    4) Improve safety for on-site personnel

    Operations Manager1) Maintain high system reliability

    2) Overload assets when needed withconfidence and dynamically definedlimits

    3) Minimize asset time out of servicedue to impact on above

    EHS Manager 1) Improve safety for on-site personnel

    2) Limit impact of issues on generalpublic

    3) Eliminate all risks that could lead tofatalities (No need for business case)

    4) Improve compliance to EnvironmentLegislation

    Condition- based Maintenance (CBM) Basics

    Why condition-based Maintenance?

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    Challenges of Condition Monitoring

    Based Systems

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    Challenges of Condit ion Monitoring Based Systems

    1) Availability (or lack) of communications infrastructure

    2) Incremental spending in front end Capital Expense, varying rate of return

    3) Slow adoption of new standards

    4) Lean engineering organizations at Utilities, slow process to change currentpractices

    5) Training the workforce, education for the industry

    6) Few vendors offering integrated CMB systems at Global scale

    7) Early stages in real-time analytics and dynamic modeling for power systems

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    Condition Monitoring is like insurance.

    Everybody agrees its prudent to have it, but nobodywants to pay for it.Anybody could see the benefits, and

    Somebody always asks why it was not fitted when its all

    gone wrong

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    References

    1) WD IEC 61850-90-3

    2) Application of Condition Monitoring and Technology within National Grid(UK), CarlJohnstone, National Grid, UK. CIGR-089 2012 CIGR Canada Conference

    3) http://www.businessdictionary.com/definition/maintenance.html#ixzz2VFFiFfwd

    4) http://performancealliance.org/Portals/4/Documents/Committees/NonResQM/OM_5.pdf

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    Q & A

    Thank you for your time