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"What" and "Where" of PM consists of what equipment is to be inspected
and lubricated and to what extent and detail the work is to be performed. Typically
detailed PM and PDM procedures are written for all production equipment to insure that all
machine components are inspected and lubed for maximum sustained operation. This process
should also be applied to other plant equipment systems, such as machines that supply the
plant utilities including air compressors, air dryers, boilers, electrical sub-stations,
motor control centers, and wastewater treatment. Plant safety systems also should be
included, including natural and propane gas systems, tanks, fire alarms and suppression
systems, emergency lighting, overhead cranes and hoists, and ceiling mounted items such as
lights, fans, and piping. Many plants also choose to include PM work on HVAC systems,
overhead door and dock plates, forklifts, company vehicles, truck fleets, roof leak
detection, air emissions and other systems usually not considered until there is a
problem.
The detail and extent of the PM and PDM work varies with the type of equipment
involved. The written PM procedure is the document that tell workers what needs to be
done. This document needs to contain all of the tasks that will provide the most thorough
inspections and lubrications of machines in planned down time, without exceeding the point
of diminishing ROI. Generally, the PM inspections of most machines are one of two types.
The first is for any thing that moves or causes some other machine part to move. This
needs to be inspected for damage, wear, loose and missing fasteners, etc., and proper
lubrications performed. The second is the inspection of static, non-moving machine
components such as wiring, plumbing lines and hoses, structural support members, etc., for
damage, cracked welds, loose and missing fasteners, etc. These procedures may be lengthy
or simple, depending on the type of machines involved. The main concern is that the person
writing the procedures is very experienced in plant maintenance and plant engineering.
This person must understand and be experienced in all phases of static and dynamic machine
principals and actual machine degradation analysis.
"When" PM should be performed depends on several factors. Some machines are
simple in design and function and some are not. Typically, there are items to be inspected
and lubricated on a daily basis. Other inspections and lubes are progressively more
detailed and regularly performed on a bi-weekly, monthly, quarterly, semi-annual and/or
annual basis, depending on what is required.
In addition to the machine design and basic function, several other factors help in
determining the best time interval between PM tasks. One is the amount of time the machine
runs between regularly scheduled shutdowns and/or how much time is available for PM. Does
the machine run 24 hours per day, seven days per week, or eight hours per day five days
per week? Another factor is the environment in which the machine runs. Is it humid and
damp, or extremely hot and dry? Does the machine receive shock loads or run with moderate
to high vibration levels? Is the machine subject to chemical spillage or leakage, ultra
violet light, etc? Good operating and cleaning practices, or the lack of them, have a
significant impact on PM scheduling. In addition, planned shutdowns for plant expansions,
machine rebuilds, inventories, vacations, etc., also dictate when some of the more
involved PM work can be accomplished.
Predictive Maintenance 101
Most of the above information relates to Preventive Maintenance procedures that are
completed on machines while shut down. There are other tasks that are considered
Predictive Maintenance (PDM) practices. One of these, usually done while the equipment is
shut down, is oil sampling and analysis. Oil samples are taken and sent out to
laboratories that specializing in analyzing industrial oils. The cost is relatively
inexpensive and provides much valuable information. This process identifies the
lubricating ability of the oil; its stability; contents of water, wear metal particles,
and dirt; among other aspects.
Another extremely important PDM procedure is vibration analysis. Using a portable
vibration analyzer, readings are taken from many points on machines. These readings are
direct and extremely accurate measurements of the vibration amounts and frequencies
produced by the moving parts of the machine. These vibration amounts and frequencies are
used to tell if any parts need replacing or adjustment, and exactly what internal parts
are causing problems. Bad bearings, excessively worn gears, and poor coupling alignment
can cause excessive vibration, weakened mounting fasteners and many other mechanical
problems. Vibration analysis also can tell you if pumps have loose impellers, air
cavitation, faulty valves, or mounting problems. In addition, it reveals trending
information. When vibration readings are taken, they provide a base number to use as a
gauge to determine if and how much internal machine changes are taking place between
inspections. This is the very best tool for detecting the correct health of machines and
for trending the internal activities inside motors, gearboxes, pumps, large fans,
compressors, and many other machine components. There is no better way to detect machine
problems before they cause an unplanned shutdown due to a component failure. What's
more, the fact that vibration analysis is done while the machines are running in their
production modes allows the testing to be done at any time and is especially important for
any plant that runs 24 hours per day, seven days per week.
A Comprehensive View of Preventive & Predictive Maintenance
There are many aspects of maintenance and other plant functions that have an effect on
the number of machine breakdowns and the length of downtime. Some of these considerations
are not normally associated with the term Preventive Maintenance, but nonetheless
contribute to equipment failure. Therefore, they should be considered as a part of
comprehensive approach to Preventive & Predictive Maintenance.
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Proper start-up protocols. Start-up operations; changeover and set-up; and
shutdown procedures should be carefully planned and consistently implemented on all
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Procedures lists for unplanned shutdowns. Outline what is to be done when an unplanned
power outage occurs and what to do before the power comes back on. |
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Emergency management plans for floods, fire, etc. |
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Machine component rebuild programs to insure quality and consistency. |
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Machine cleaning practices and procedures. |
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Available informational equipment manuals for maintenance personnel. |
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Solid troubleshooting skills by all maintenance personnel |
The above information provides an outline of a comprehensive PM and PDM system. This
approach is unassuming and leaves little, if nothing, to chance. While there are many
variables to take into consideration, if properly designed, instituted and operated, the
PM and PDM system will help to ensure dependable and predictable performance from all
serviced equipment, machines, and related processes.
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