Basic Equipment Maintenance Approach - A Training Module
Basic Equipment Maintenance Approach - A Training Module
Basic Equipment Maintenance Approach - A Training Module
March 2019
Basic Equipment Maintenance Approaches
for Maintenance Technicians and Operators
Joel P. Talam
Registered Mechanical Engineer
Graduate of Master of Engineering and Mechanical Engineering
Maintenance Engineer, Research Engineer, Engineering Lecturer,
Technical Trainor and Technician
March 2019
Table of Contents
Welcome
Introduction
Background Information
Reactive Maintenance
Preventive Maintenance
Condition Monitoring
Pro-active Maintenance
Lubricant Analysis
This manual is written for an industrial training on equipment maintenance approaches. This
consists of two parts: one is a lecture which is a one-day session and the other is workshop for
another day.
Pre-requisite Skills
There are three steps suggested to make daily checklists as a procedure to control performance
and continuous operation of an equipment. These steps are included in this manual.
Operations and maintenance of bearings and lubricants, and common causes of equipment
components failures are considered in this manual. Other technical background on common
components is also necessary like belts, pulleys and more. The topic is in the middle of the
session as participants are considered knowledgeable already.
The components of an equipment will have different maintenance approach/es for the purpose
of optimization of component useful life and at the same time reduction of the cost of
maintenance. These approaches are requirement to make daily checklists.
Introduction
The purpose of this manual is to introduce the four equipment maintenance approaches of the
Reliability Centered Maintenance (RCM) and challenge participants to formulate equipment
maintenance checklist and walk-around inspection. Knowledge of these different approaches
and treating the equipment and its components according to a selected approach will optimize
or may rather prolong the useful life of the components and avoid the chance of equipment
breakdown.
Objectives
Make a daily equipment maintenance checklist for maintenance for technicians and
walk-around inspection for operators.
Outline
What is RCM?
Reactive Maintenance
Preventive Maintenance
Condition Monitoring
Pro-active Maintenance
Lubricant Analysis
The objective of the RCM is to increase the reliability or the chance of no breakdown of an
equipment. To say on another way, optimize the use of an equipment to its expected life
without unexpected failure.
1. Reactive Maintenance
2. Preventive Maintenance
3. Condition Monitoring
4. Proactive Maintenance
Reactive Maintenance
Definition
• Selected if the component does not directly have adverse affect on the equipment
operation
Example: The air conditioning system of a private automobile car. When the air
conditioning system fails to cool or heat the car passenger’s space, it does not stop the
car from running.
Visual checking and cleaning are the normal routine of this approach.
During replacement or repair, use the manufacturer’s manual including part serial
number, arrangement, torque, pressure, temperature, initial testing procedure and
other directions. Precautions maybe included.
Example: Use the same size wrench for a bolt or nut, and should be in condition not to
round off the heads of the bolt or nut. A combo wrench is recommended for wrench use.
Take note of the life of the equipment or component. Normally in industries, data is
encoded in a computerized maintenance management system or CMMS.
Example:
A 3-phase electric water pump system is composed of components as in the table below. Its
main purpose is to deliver water at a certain volume flow rate ( e.g. 10 cubic meter per minute).
Identify among the components that could be treated under reactive maintenance approach.
Part Part Name Function Maintenance Approach Maintenance Activity
No.
1 electrical Switches
motor ON and
power OFF the
control motor that
runs the
pump to
deliver
water
6 electric Supports
motor base the electric
plate motor that
runs the
pump that
delivers
water
9 pump Performs
the
impeller delivery of
water
The component for reactive maintenance is the pulley-belt housing. The housing does not affect
the main purpose of delivering water whenever it fails.
Preventive Maintenance
Definition
Example: Bearings are known to deteriorate at some time in its operation like increased
scratches on surfaces of its balls and races. A reason for the scratches is the drying and
particle accumulation of the applied grease. Thus, re-greasing is performed at estimated
regular time interval.
Follow the instructions in the CMMS or any maintenance system with respect to time
schedule and required activity like number of grease pumping, the part number, and
others. If making a new PM, follow the manufacturer’s recommendations.
Prepare and use replacement parts that are in best condition. Oil seals must have no
dent, bearings must have no rust, belts must have no crack, grease or oil must have no
water, etc.
Check the replaced components of their conditions, and reflect to maintenance system
for data analysis that maybe time interval of activity is needed.
Example: A dried or blackened grease is a sign that re-greasing must be done more
often or increase the number of pumps. Then, its PM must be changed.
Use measuring instruments like for belt tension, bolt torque, electric tester, etc.
Reflect the activity in the maintenance system.
Example:
A 3-phase electric water pump system is composed of components as in the table below. Its
main purpose is to deliver water at a certain volume flow rate. Identify among the components
that could be treated under preventive maintenance approach.
11 pump hose Guides the PM (inspection of leaks Check leaks and hose potential
system delivery of from connection to leak. Do daily.
water connection)
13 pump base Holds the PM (inspection of loose Check loose bolts. Do daily.
plate bolts pump in bolts)
place that
delivers
water
Definition
• Selected if the component has a degrading type of operation, and does not stop the
operation as much as possible.
Follow the instructions in the CMMS or any maintenance system with respect to time
schedule and required activity.
Plot the collected data and check the trend for forecasting of coming breakdown.
Example. During an oil change PM, more wear particles are found in the oil. If cost is
fairly practical, regular oil analysis is necessary to determine when will oil change be
done and/or what material are those particles for possible redesigning.
Example:
A 3-phase electric water pump system is composed of components as in the table below. Its
main purpose is to deliver water at a certain volume flow rate. Identify among the components
that could be treated under condition monitoring approach.
4. Do ultrasonic testing. Do
every 4 weeks.
11 pump hose Guides the PM (inspection of leaks Check leaks and hose potential
system delivery of from connection to leak. Do daily.
water connection)
13 pump base Holds the PM (inspection of loose Check loose bolts. Do daily.
plate bolts pump in bolts)
place that
delivers
water
Only the electric motor will be treated with condition monitoring that will not interrupt pump
operation.
Proactive Maintenance
Definition
• Selected if the component is comparatively inferior component with other parts, if none
of the previous three approaches can help, and the risk is unacceptable (operation must
be continuous and parts is difficult to order)
Example: Bearing fails earlier than expected, reactive maintenance disrupt the
operation, re-greasing is not possible, condition monitoring is possible but will resort to
replacement only, and changing order is difficult; doubling the bearing of the same
specs will be applied.
Select from the first three maintenance approaches which will be applicable.
Example:
A 3-phase electric water pump system is composed of components as in the table below. Its
main purpose is to deliver water at a certain volume flow rate. The belt is found to persistently
crack earlier than expected that could be due to too humid and muddy environment.
Part Part Name Function Maintenance Approach Maintenance Activity
No.
4. Do ultrasonic testing. Do
every 4 weeks.
11 pump hose Guides the PM (inspection of leaks Check leaks and hose potential
system delivery of from connection to leak. Do daily.
water connection)
13 pump base Holds the PM (inspection of loose Check loose bolts. Do daily.
pump in
plate bolts place that bolts)
delivers
water
The pump and motor pulleys and the belt will be redesigned as a proactive maintenance to the
component inferior reliability of the belt.
Making a Daily Equipment Maintenance Checklist
Checklist paper together with condition monitoring instruments is a familiar item that can be
seen with maintenance technicians and equipment operators daily early in the morning. It is a
guide for technicians and operators to check present conditions of equipment components. Any
abnormalities will be immediately reported to his immediate supervisor. It will then be
compiled as document and reference for history record and technical analysis.
1. Name of Technician
2. Week Number
3. Date
4. Name of Equipment
7. Check box
Date:_____________________
3. Check electric motor line current every Monday. L1___Amp L2___Amp L3___Amp
5. Check electric motor body vibration every 4 weeks. ______mm/s (6-8 mm/s)
7. Check electric motor pulley for looseness and misalignment visually daily.
10. Check pulley-belt housing for dirt, unwanted objects and damages daily.
11. Check electric motor base plate for cracks and vibration visually.
14. Clean pump impeller and check for damage part/s every 26 weeks.
15. Check pump shaft pulley daily for looseness and misalignment daily.
17. Check pump base plate for cracks and vibration daily.
18. Check pump base plate bolts for loose bolt daily.
Comments: _Pulley is loose and looks worn out. Last replacement is 14 weeks ago.
Daily Walk-Around Inspection Checklist paper is also a familiar item that can be seen with
equipment operators daily early in the morning. It is a guide for operators to check present
conditions of equipment components. Any abnormalities will be corrected and if serious will be
immediately reported to his immediate supervisor. It will then be compiled as document and
reference for history record and technical analysis.
1. Name of Technician
2. Date
3. Name of Equipment
16. Comment
Example of a Daily Equipment Walk-Around Inspection Checklist
Date: _____________________
1. Check electrical motor power control (line burnt wire and connections,
loose screw, etc.).
2. Check electric motor (electrical line burns and arrangement, body cracks
and vibration, base plateand bolts cracks, vibration and looseness).
3. Check electric pulley-belt system (pulleys and belts for looseness and misalignment).
4. Check pump (pump body cracks, leaks, vibration and dirt; and base plate and bolts
vibration and looseness)
Causes of equipment or component failures must be well understood to have more effective
selection of the maintenance approaches and programming of its activities.
1. Workmanship – not enough skill. Task is not done correctly like bolt torque, belt
tension, bearing inserted too tight, incorrect grease application and misuse of tools.
2. Design – component or equipment is not fit for the operation like undersized motor to
rotate a big load, and use of inferior or weaker parts.
3. Material – defect in parts due to manufacturer’s defect, handling or storage like chipped
tooth of a gear and rusty bearings due to improper storage.
• Abrasion – scratches due to particles like dust in contact with contacting surfaces
• Abuse – overloading
• Consumable depletion – unmonitored wearing of parts like brake pads wearing the
brake shoe
• Temperature extremes – electronic parts and some grease are sensitive to high
temperatures
This section is a guide to the major factors that can lead to bearing failure as well as how you
can prevent the issues from happening.
The following table list down the failures, causes of the failures and its prevention.
An oil analysis provides data on machine wear condition, oil contamination and oil degradation.
At some time, at certain level machine wear particles in oil can cause abrasion on contacting
surfaces. The increased contamination and degradation losses the viscosity and also could
promote corrosion on metal surface.
Machine Wear Fine wear metals Metal component is Check the type of
wearing metal and check the
Large wear metal
source
Particle count and
distribution
Contamination Sand and dirt Improper oil handling Use closed containers
practice or during storage and
environment is dusty flush oil basin before
relubrication
Fuel dilution Liquid mixed with oil
Glycol/coolant
Alien fluid
Participants are challenged to make a daily equipment maintenance checklist for maintenance
technicians and a daily walk-around inspection for operators based on learned in the lecture.
The participants will
1. Select an equipment.
2. List down at least ten (10) of the selected equipment’s important components.
Daily Equipment Maintenance Checklist: For maintenance technicians only, fill up the following
blank spaces of the table below as provided.
Name of Equipment:
No. Activity
10
Comment/s:
Repair done:
Form 3
Daily Walk-Around Inspection Checklist: For equipment operators only, fill up the following
blank spaces of the table below as provided.
Name of Equipment:
No. Activity
10
Comment/s:
References
1. Reliability Centered Maintenance Guide for Facilities and Collateral Equipment, The
National Aeronautics and Space Administration, Washington D. C., February 2000