Maintenance strategies for efficient installed assets
Fluke Accelix

The Department of Energy’s pump and motor efficiency rules have directly affected new motors and pumps being manufactured and sold in the U.S. But what about the efficient operation of existing, installed equipment—assets that must function efficiently and reliably as designed for the system? Equipment that is not maintained (not properly lubricated, runs above recommended temperature ranges, or is misaligned or loose) will not operate efficiently. How can maintenance teams ensure that they maintain assets and keep them functioning properly? One solution is the Industrial Internet of Things (IIoT). The term IIoT is everywhere, but—until recently—this technology has not been used to enhance and improve maintenance activities. The IIoT has typically been discussed as a solution for industrial processes and operations rather than for maintenance and reliability.

Image 1. A thermal imager provides informationImage 1. A thermal imager provides information about hot and cold spots more regularly, averting downtime and other problems. (Images courtesy of Fluke Accelix)
Part of the reason for this is that the price point to leverage the technology for maintenance, particularly on noncritical assets, has been high. Today, however, because of new IIoT offerings, the technology is more affordable. As a result, it is being applied in flexible ways and can be a cost-effective resource for plant managers, maintenance managers, reliability engineers and maintenance technicians. Some examples of these recent technology options are connected handheld tools, enterprise asset management (EAM)/computerized maintenance management software (CMMS) systems, wireless sensors and software for automated meter reading and data integration.

Cloud-Based EAM or CMMS

If end users are not using the IIoT for work management and asset hierarchy setup (or at least considering it), they will be required to move to this method in the future. Maintenance and reliability teams cannot wait for adoption and today, implementation is easier than ever.
Image 2. Thermal imaging sensorsImage 2. Thermal imaging sensors offer automated data collection that can help overcome a reactive mindset and poor response time.
Information technology (IT) departments are becoming more accepting of cloud-based technologies. They do not have to worry about software updates because, with cloud-based technologies, these are carried out automatically and in real time. This equates to much less system downtime because of software maintenance. Ultimately, an EAM or a CMMS should have the ability to integrate with machine data to provide actionable, event-driven activities. In addition, the system should:
  • help maintenance personnel
  • gather more accurate and complete failure data
  • provide for automated work execution processes
  • track maintenance costs to allow for smarter budgeting decisions
  • easily plan and schedule work
  • designate critical and/or capital spare parts, track warranty information, provide processes
  • for equipment refurbishment and restoration
  • track and measure important key performance indicators (KPIs) such as machine downtime (or rather uptime), labor performance, wrench time, failure and Pareto data
  • ability to place data literally within reach of the technician
These features not only help maintain assets for efficient operation, they also allow for efficient personnel work assignments, sending technicians to the correct equipment to carry out the right tasks.
Image 3. Vibration screening alertsImage 3. Vibration screening alerts personnel of many problems with rotating equipment.

Connected Tools & Sensors

Maintenance systems are not an all or nothing implementation. Pieces and parts of a system may be added to the technology lineup at different times. Some measurements may be gathered on preventive routes with handheld devices. Other measurements can be taken by wireless sensors and still others by tools already installed on the asset. The ability to aggregate lots of data from different measurement devices is instrumental to the often small steps that many maintenance teams must take as they begin their own reliability journey. The addition of wireless sensors can be a first step from preventive maintenance to predictive or condition-based strategies by taking measurements that are sent to the cloud. Two types that can provide early warning of imminent problems are thermal imaging and vibration sensors.

Thermal Imaging Sensors

Infrared imaging allows personnel to view high-level temperature data on an asset. No matter the industry or facility, faster response time to sudden mishaps avoids catastrophic failure and curtails damage costs. With thermal monitoring sensors, maintenance personnel can check for hot and cold spots more regularly, averting downtime and other problems that could be created by delay. Temperature thresholds can also be determined and parameters set up in the cloud-based software to send an alert to any connected device if thresholds are exceeded. Some common problems that can be helped with the use of thermal monitoring are:
  • Automated data collection: Many maintenance managers in mid-sized facilities with smaller teams find performing regular equipment check-ups with a thermal imager difficult, so they often outsource this function to consultants. This tool is so simple to use that team members can begin taking routine thermal images without third-party intervention. Managers can replace some thermal inspection route-based maintenance with automated sequential images.
  • Reactive mindset: Because many facilities house seemingly countless assets from rotating equipment to small transformers, chasing problems as they surface strains even the most capable maintenance teams.
  • Poor response time: If personnel is spread thin and professionals are constantly hustling to handle the latest equipment failure, response time can suffer.
Thermal monitoring with infrared sensors aims to alleviate these all-too-common headaches. The sensors inspect equipment, regardless of the time of day or night, for more efficient use of personnel and to maintain the efficient operation of equipment.
Image 4. An EAM or a CMMS should have the ability to integrate with machine data to provide actionable, event-driven activities.Image 4. An EAM or a CMMS should have the ability to integrate with machine data to provide actionable, event-driven activities.

Vibration Screening

Vibration screening can provide early warning of many problems with rotating equipment including pumps, compressors, turbines, motors, fans and blowers. These faults may include misalignment, imbalance, looseness and bearing failure. Some abilities of vibration sensors are:
  • Reduce downtime. Avoid unexpected downtime and associated expense of repairs or replacement.
  • Predict equipment failure. Notice vibration abnormalities sooner, and fix problems at an earlier stage.
  • Make data-driven decisions. Collect historical equipment data and capture recurring wear patterns to anticipate trends.
  • Minimize costs. A cost-effective solution for capturing all measurement-related data in a single system.
  • Avoid hiring vibration specialists. The vibration sensor is easy to install on virtually any machine and runs on battery power with a three-year life span.
  • Access hard-to-reach monitoring points. Screen vibrations from hard-to-access measuring points of critical equipment.
These features help maintenance personnel work more efficiently because they receive asset information as problems begin and not when the asset begins performing farther outside its parameters or fails, which is the ultimate inefficiency.

Integrated Data & Mobile Interface

All these technologies generate data from several different sources. For efficient use, the data must be aggregated. Cloud connection allows technicians with handheld tools or sensors to take measurements, and those measurements are sent to the cloud. These data, along with supervisory control and data acquisition and other machine data, are then integrated with the EAM/CMMS to inform work orders for condition based maintenance activities. This integration is carried out via software that also allows the system to be operated on a mobile device. Maintenance engineers can receive alarms within seconds of an event. A software system that integrates SCADA and other machine/sensor data with EAM/CMMS functionality can seamlessly send workflows to be completed to any connected device. This gives the team the ability to respond to fault notifications on the move and then create, access or process work orders related to the notification in real time, paving the way for work flow efficiency and improved asset health for more efficient equipment operation and longer system life. Click here to read more Maintenance Minders articles