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Companies spend lots of money, time, and effort on systems to document what needs to be done, what should have been done, failures that occurred, etc.Ā  Unfortunately, these systems usually show and document the point of failure (F) and not the point of conception (P) for a problem.Ā  These are examples of downtime systems and are important for success.

Does your company invest in uptime systems and processes?Ā  What is an uptime system or process? These systems help your facility identify the point of conception (P) of a problem. This is very important because it means your facility has more time to mitigate a problem before it results in unwanted consequences (injury, downtime, increased costs, poor quality, less main profit, etc.)

Condition monitoring (CM), reliability efforts, proper planning, and scheduling, kitting, effective PMs, reliability-based engineering, etc., will reduce the amount of information that must be entered and tracked through the downtime systems that have been heavily invested in.Ā  The results can be extremely rewarding.

What uptime systems and processes does your facility utilize?

by Trent Phillips CRL CMRP - Novelis

March 2016 Ā·Ā Empowering Pumps Magazine

ā€œWork smarter, not harderā€ is a statement we have all heard before, but who has the time to think about smarter ways to work when there is so much work to be done? Some maintenance professionals are so busy trying to keep their operation running smoothly that they often address equipment issues ā€œreactivelyā€. This might make maintenance teams feel more like ā€œfiremenā€ as they respond to in-the-moment needs. So how does a company become less ā€œreactiveā€ and more ā€œproactiveā€?

Read the full article: Maximize Uptime with Asset Condition Management to better understand the key components of an Asset Condition Management (ACM) Program and how core technologies likeĀ Alignment, BalancingĀ Vibration Analysis, and Ultrasound Testing can help you increase uptime.

by Dave Leach CRL CMRT CMRP

May 2016 Ā· Plant Services Magazine

Like a lot of reliability engineers, Joe Anderson, former reliability manager at the J.M. Smucker Co., appreciated ā€“ in theory ā€“ that precise pulley alignment is critical to preventing vibration problems and ensuring successful operations.

My understanding was, ā€˜Yeah, we need to do it,ā€™ ā€ Anderson says. ā€œBut you always have these excuses.ā€

When the Smuckerā€™s plant at which Anderson worked launched a dedicated vibration monitoring and control program a year-and-a-half ago, though, Anderson quickly became a convert to making precision alignment a priority.

The plant purchased a vibration analyzer (VIBXPERTĀ®) and laser alignment tool (the SheaveMasterĀ® Greenline) from Ludeca to help aid in identifying machine defects that appeared to be linked to vibration caused by misalignment. Laser alignment allowed for correcting vertical angularity, horizontal angularity, and axial offset ā€“ the three types of misalignment ā€“ simultaneously. Whoever was using the laser alignment tool, then, could be sure that adjustments made to correct one alignment problem didnā€™t create an issue on another plane.

Read the entire article to learn how J.M. Smucker Co. made precision alignment a priority: Get your alignment in line: Don’t jiggle while you work

by Ana Maria Delgado, CRL

Guest post by Karl Hoffower –Ā Condition Monitoring and Reliability Expert for Failure Prevention Associates

Location and placement of your sensors are crucially important whenĀ doing predictive vibration analysis.

1) Below is an example of proper sensor installation on a cooling tower gearbox. These two sensors are placed in different directions to follow both the gearbox vibrationĀ as well as indicate if the fan blades become unbalanced.

Read Vibration Sensors for Cooling Towers case studyĀ from CTC for details onĀ proper sensor installation on cooling towers.

2) This example of poorĀ sensor placement is on a vertical motor using a belt drive for a fin fan.


PROBLEM

  • The vibration sensors pictured on the left are attached to one of the motor fins. Watching these sensors, one could visually see the fin and sensors oscillating as if on a trampoline.

SOLUTION

  • The choices are to face, drill & tap Ā (see figure #4 below).
  • The other option would be to epoxy a mounting pad to the bearing housings.Ā Then screw the sensor into the mounting pad.

image3
3) Another example of poor sensor placement on aĀ 4-20mA shutdown switch on a gas recipient compressorĀ at a facility in Texas.
final_image4
PROBLEM

  • The vibration sensor (yellow arrow) is a 4-20mA accelerometer used for asset protection in an automatic shutdown setting.Ā It is monitoring the overall vibration levels emanating from the bearings and shaft (red arrow).

SOLUTION

  • The better choice would be to use a mounting pad attached to the pillow block bearing.

 

by Yolanda Lopez

Reposted fromĀ RELIABILITYWEBĀ®

  1. Assemble a team and identify applications for a program
  2. Justify needs by recognizing key areas whereĀ improvement can be benchmarked
  3. Set written goals for the program
  4. Establish how ROI will be measured
  5. Purchase quality ultrasonic inspection equipment
  6. Invest in certification training at both management and user levels
  7. Choose a leader to technically carry the program forward
  8. Establish a system to reward the successes
  9. Frequently review the progress as part of regular meetings
  10. Ensure everyone involved is 100% mentallyĀ invested in the programā€™s success

Tip fromĀ Hear More: A Guide to Using Ultrasound for Leak Detection and Condition MonitoringĀ by Thomas J. Murphy and Allan R. Rienstra.

To learn more about airborne ultrasound, Ā download a chapter preview of Hear More.

by Allan Rienstra - SDT Ultrasound Solutions

PMā€™s can be costly!

Did you know that equipment PMs (Preventive Maintenance) tend to become more expensive over time?Ā  Why does this happen?Ā  For example, additional maintenance steps tend to be added to a PM as time passes.Ā  The machine configuration (design installation) changes and the PMs are never updated to reflect these modifications.Ā  Some PMs are not written correctly in the first place.Ā  All of this means that unnecessary maintenance is performed on your machines costing a lot of resources and money for a very long time. These are just some of the reasons PMs can be costly.

RCM and FMEA functions usually cost more money upfront and tend to be avoided as a result.Ā  However, these functions can clearly identify what maintenance actions should be performed on equipment and guide you to steps that will avoid maintenance issues. Condition Monitoring is another tool that works directly with RCM and FMEA functions to reduce PM activities and drive better equipment performance and reliability.Ā  These activities may cost more upfront versus a PM but will be much more cost-effective in the long run.

by Trent Phillips CRL CMRP - Novelis

There are many tools considered ā€œaccurateā€. Dial test indicator can measure to the ten-thousandths and gauge blocks can be certified for even tighter tolerances. Even CNC machines can reach ten-thousandthā€™s accuracy given the right conditions. However, they are toolsĀ and they canā€™t perform to their maximum potential if not used properly or in the right application.

Laser shaft alignment tools follow the same rules. The sensors by themselves have varying degrees of accuracyĀ but how the sensors are used and what application they are used for can vary this accuracy quite a bit. When searching for a ā€œlaser alignment systemā€, donā€™t be quick to commoditize the term and think all systems are the same just because it uses a ā€œlaserā€. The most capable systems will work for their intended primary applicationā€” general shaft alignment. Should a specialized application arrive, such as an uncoupled spacer shaft with limited rotation, a system that has more functionality will be able to immediately handle the job over a basic system.

LUDECAĀ can assist you in your decision. We provide a network of local solutions providers who are your highly experienced advisors for navigating all of the choices that a quick internet search can provide. They will make sure you know you are getting the right tool for your needs whatever your budget. We also have a team of engineers that will guide you in your applications. All this is provided for free! This is something to consider when purchasing on price alone. We will be there when you need us the most.

So letā€™s go back to the dial indicators, gauge blocks, and the CNC machine ā€“ they are not accurate in use without a trained operator. The same principle applies to laser shaft alignment. Most of our laser shaft alignment systems currently have 1-day free training on-site at your facility by your local solutions provider. Our laser shaft alignment tool is designed to improve your reliability and thereby reduce downtime. Avoid costly mistakes and wasted time by ensuring your operators are well trained to use these tools to their maximum potential.

by Daus Studenberg CRL

Can a Reliability Engineer or Reliability Manager make a facility or organization reliable? This is a very important question that may be worth discussing within your organization to ensure proper expectations and success.
A more practical definition of reliability may be:

Equipment performs the way you want it to when you want it toā€.

Reliability is very easy to define, stuff but achievement of this simple goal is complex and unfortunately unattainable for many organizations. Reliability requires a holistic approach that involves the complex interaction of Maintenance, see Operations, Supply Chain, Engineering, Procurement, Management, Process, and Vendors. Consistency, focus, and strategic implementation directly correlate to the success of any effort and this is true for your reliability efforts. Therefore, a consistent and strategic top-down focus is required from management and throughout each of these groups. Organizational misalignment leads to competing groups and will make sustainable reliability within your organization extremely difficult, and maybe even impossible to achieve.
Reliability Engineers and Managers can support reliability through leadership, training, tools, etc. However, the answer to the question is that everyone within your organization is responsible for reliability. It is critical that everyone within an organization understands this and that reliability is made a goal for each of these groups with defined metrics to track understanding and achievement.

So, who owns equipment reliability in your plant?Ā  The answer is Everyone!

by Trent Phillips CRL CMRP - Novelis

Most companies focus on repairing equipment after some functional failure has occurred and getting the equipment operational again. Is that the primary focus of your facility? Different studies have been completed by different organizations, which, while the percentages are different, all point to some very consistent and vital information. Design (engineering), installation (contractors, internal resources) and operation of the equipment all introduce equipment defects and drive reliability in your facility. Maintenance cannot overcome poor design, installation, and operation. Your maintenance staff can only deal with (repair) the consequences.

Your reliability efforts should be focused on preventing the introduction of defects in your equipment. This will help ensure equipment reliability leading to lower maintenance costs, increased capacity, and other positive results. Ensure that your equipment is designed, installed, and operated with reliability in mind. Make sure that you focus on the prevention and elimination of equipment defects as well.

by Trent Phillips CRL CMRP - Novelis

Maintenance and reliability professionals track many key performance indicators (KPIā€™s) to measure the success of their efforts. These indicators can be overwhelming but are necessary to confirm the proper direction and achievement of desired results.

It is important that your CMMS (computerized maintenance management system) has the ability to categorize work orders. Condition monitoring work orders should be categorized by main types and by sub-types (vibration, lubrication, thermography, ultrasonic, electrical, etc.) upon creation within the CMMS.
Your CM and Reliability team should actively track condition monitoring work orders by total created, their type (vibration, lubrication, etc.), status (in process, scheduled, completed, etc.), the average length of time to completion, rejection results, and so on.

These indicators will allow you to ensure that a healthy amount of CM work is available and that this work is given priority, being properly planned, scheduled, and executed. It does no good to detect and report a conditional change in equipment only to have it ignored, not properly repaired, and then result in a functional failure.

Additionally, technology alarm status can be compared to open corrective work orders in your CMMS. For example, a corrective work order should exist addressing each severe alarm condition (red) reported by a CM technology. If a corresponding work order has not been created, then you should ask ā€œWhyā€? Is it due to a bad technology alarm? Did the CM analyst miss something or fail to report the condition or repair? Or did the planner or scheduler simply overlook or ignore it?

Monitoring these indicators can help ensure that your CM program is providing continual results that will move your reliability efforts forward.

What indicators do you track to determine success with condition monitoring efforts within your company?

by Trent Phillips CRL CMRP - Novelis

As Published by BIC Magazine December 2015 issue

A world-class reliability program is not achieved overnight, Ā yet you must start somewhere. Your first step is to vest your entire human capital in its success. Reliability is a culture, Ā not a goal, and it flows from the top down.

Therefore, executive sponsorship with integrity and enforcement is a must. Obtain buy-in to the culture of reliability from everybody in your organization, or the effort is doomed to fail. Start with this realization, and your reliability effort will ultimately succeed, and you and your stakeholders will reap its rewards.

The reliability workflow must be well organized and underpinned by a Computerized Maintenance Management System (CMMS). Letā€™s look at how it works in a world-class program.

Ultrasound analysis detects a bearing fault in a critical motor early in the P-F curve. The analyst enters this data in the CMMS and trends it. The analyst decides to request a work order with recommendations. This is Stage 1 in the work order process.

The work order is now reviewed by both maintenance and operations, thereby ensuring buy-in from operations as well. This is Stage 2. This review process ensures only truly needed or valuable work is approved. Also, older open work orders can be combined with this one to further streamline planned activity on the asset. For instance, an earlier work order was created to align the machine, but the work was never carried out, resulting in the bearing damage the ultrasound analyst has now detected. The review process would catch the older open order and add it to the present order. This would prevent the millwright from going out to align the machine tomorrow only to have a repair technician go out the following week and repair the motor but do no alignment on it. This review process tries to eliminate inefficiency, duplication, and detrimental work sequences.

Stage 3 assigns the work order to the maintenance planner for action. Only approved and truly necessary work enters the plannerā€™s backlog. The planner ensures work is properly prioritized. Two things are needed: The criticality ranking of the asset (ascertained from systemsā€™ criticality analysis) and its operational criticality. Both of these factors can be multiplied together to create a more accurate prioritization of the workflow. The planner creates a new work plan if needed and should consult with maintenance supervisors and technicians; valuable insights may be gained into what parts, tools, and equipment should be specified in the work plan. Next, the planner orders the maintenance, repair and operating materials (MRO) spares, and tooling required to complete the job and verifies the parts are available and kitted (best practice). The planner should not concern himself with scheduling.

Now on to Stage 4: assignment to the scheduler. The scheduler allocates the HR and necessary time to accomplish the task, with a cushion for unforeseen complications. He too should consult with the maintenance supervisor and technicians to obtain cooperation and buy-in to the schedule. Coordination with operations is crucial. Operations Ā ā€œownsā€ the equipment and must sign off on the schedule to bring the asset down.

Stage 5 assigns the order to the appropriate maintenance and electrical supervisors, who in turn assign specific tasks in the work plan to their respective repair technicians, electricians, and millwrights, and verify MRO spares has delivered the parts kit to the proper location.

Now the work order enters Stage 6: the work execution phase. Once the technicians have completed the work, they report to their supervisors, who return the asset to active duty status in the system. Operations is notified the asset is ready for service, and MRO spares is notified of any unused parts and supplies that should be returned and reintegrated into the MRO spares inventory. Technicians and supervisors should feed their observations and data into the CMMS system.

Stage 7 sees the ultrasound analyst performing follow-up data collection on the asset to ensure all is well. The work now goes back to the planner to be formally closed. This ensures all important data has been accumulated and distributed within the system, enabling key performance indicators to be updated.

As good data accumulates, reliability engineering will use it to improve the entire reliability and maintenance process, discover frequent failure patterns, identify training needs, drive out defects, streamline production and help to improve the design process. As the plant becomes more efficient and productive, greater resources can be allocated to defect elimination and strengthening condition-based maintenance technologies, further impelling the transition to a proactive, reliability-centered culture. Reliability is a never-ending journey of continuous improvement.

by Alan Luedeking CRL CMRP

In today’s world, Ā video platform is theĀ way to accomplish effectiveĀ visual knowledge and a learning mechanismĀ in many organizations. With the use of video,Ā oneĀ not only isĀ able to promote productsĀ and services but one can also strengthen a culture and demonstrate how-to scenarios easily and quickly.

Video Library
Video Library

LUDECA believes inĀ communicating visually to help customers educate and train their personnel on precision skills. For this reason,Ā we are pleased toĀ announce the release of our new microsite www.LudecaVideos.com, which features aĀ Shaft Alignment Know-How series plus a Know-How series for Vibration Analysis and Balancing. The video site featuresĀ basic terminology, fundamental concepts, advanced measurements as well as productĀ demonstrations.Ā The videos are indexed by category but also searchable by keyword.

 
 
We felt there was a need to go back to basics and help educate on precision skills and related technology to improve asset reliability. Following the Uptime Elements™ holistic approach to reliability, alignment and balancing are key components of your asset condition management (ACM) program. We are happy to offer these videos to our customers for their personnel to access and for use in their training programs. We hope this content assists them and others in either improving their reliability program or in getting one started and leads to world-class reliability programs,ā€ ā€”FrankĀ Seidenthal, president of LUDECA.

WeĀ encourageĀ you to visit www.LudecaVideos.comĀ and see for yourself the value behind each video.

by Yolanda Lopez

Every year Uptime Magazine recognizes organizations that demonstrate excellence in managing equipment reliability using advanced strategies and technology to determine potential failures and solutions. Last December during IMC-2015 in Bonita SpringsĀ FL, I had the pleasure of attending not only the award ceremony but the presentations by the award-winners. It was fascinating to hear them share their pains, the evolution of their programs, their procedures and processes, and the role technology played in the success of their solutions, such as precision alignment and ultrasound, among others. It was personal and very inspirational. I walked away with a few quotes: ā€œVision without implementation is just a vision.ā€; ā€œUnity is a powerful thing!”

The buzzword this year at IMC-2015 was ā€œReliabilityā€. Everybody wants it, everybody needs it but it was made clear that it canā€™t happen unless we establish Reliability as a set of values, as a belief system for our organizations, remembering that Reliability comes from within, from the people! The award-winners were a testament of these principles with their commitment to Reliability and ensuring that their M&R teams are aligned with their goals and values.
IMC-2015 Uptime Awards
Congrats to all the winners and a very special thank you to our customers Bristol-Myers Squibb, Central Arizona Project, South Gardens Citrus, Merck & Co., Rahway, and Lawrence Livermore National Laboratory for allowing us to be part of their Reliability Journey.

This is an exciting time for our industry and we can all take part in this adventure. It starts with you! Declare Reliability and be part of the culture change.

Some ideas to help you get started:

by Ana Maria Delgado, CRL

Everyone within your organization should be passionate about improving and maintaining equipment reliability.

However, Ā some groups have more or less to gain from that.

Unfortunately, skipping or moving planned work outages, rushing equipment repairs, not allowing proper maintenance activities to occur, and other disruptions are commonplace within many organizations. These are often influenced or controlled by the Operations Department.

The Operations Department within your organization should be extremely passionate and focused on ensuring that proper maintenance and reliability efforts are implemented and maintained. Why? This group has a tremendous amount to lose or gain from asset performance. This group should be an active part of all reliability efforts. The Operations Department should insist on activities like:

  • Preventive Maintenance (PM) Optimization
  • PM Compliance
  • Precision Maintenance
  • Root Cause Failure Analysis (RCA)
  • Proper Planning and Scheduling (PS)
  • Critical Spares Analysis
  • Operator Care Activities

You must be a reliability evangelist and constantly provide education and awareness to help the Operations Department and others understand what they have to gain by promoting and insisting on reliability practices. This will help you lead your organization to improved and sustainable equipment reliability.

by Trent Phillips CRL CMRP - Novelis

Who owns equipment reliability in your plant? The answer may surprise you. It is commonly thought that equipment reliability is owned by the maintenance staff in a facility. Is this true? Let’s look at all of the owners of reliability in your plant:

Engineering is responsible for the design of (and often oversees) the installation of new equipment. Your maintenance team cannot overcome poor design and/or poor installation of equipment. They will be tasked to routinely fix the issues that result from improper engineering efforts.

Sales and Marketing have a certain amount of control over equipment reliability. They can affect maintenance schedules, operational schedules, etc.

Purchasing and the storeroom contribute to equipment reliability by ensuring that proper parts are available and kitted when maintenance work is scheduled. Cheap parts, no parts, wrong parts, no kitting, etc., all contribute to maintenance and reliability issues in your plant.

Proper planning and scheduling are critical for equipment reliability. Otherwise, efforts can be misdirected resulting in reactive efforts and reduced reliability.

Operations can do certain maintenance tasks (operator-driven reliability) that allow the maintenance team to focus on more complex tasks and efforts that improve reliability. Operations may not allow proper time to complete required maintenance tasks and drive equipment to the point of failure through poor operation and contribute to reduced equipment reliability.

Management must set the direction and reinforce the achievement of reliability goals. Otherwise, equipment reliability will never be sustainable.

Maintenance staff must ensure that the work is done correctly (within specifications), on time, and with the correct focus. Efforts should be placed on identifying the correct work through Condition Monitoring and proper PM activities. RCM, FMEA, and other activities should be utilized that identify and drive out failure means and truly improve equipment reliability.

So, who owns equipment reliability in your plant? The answer is: Everyone!

by Trent Phillips CRL CMRP - Novelis

Guest post byĀ Fred Schenkelberg, Reliability Expert for FMS Reliability

A natural question to ask when something fails is ā€œWhy did it failā€?

The answer is not always obvious or easy to sort out. Some failures result from design errors, others are related to supply chain and assembly issues, and yet others occur because of seemingly random events (accidents, lightning strikes, etc.). As a reliability engineer, my concern is not simply accounting for end-of-life wear out; it is about meeting the operationā€™s reliability expectations. From design to failure analysis, by considering the range of possible sources I can identify and attend to the root causes that matter.

Consider a circuit board that has a small burn mark where a component exploded off the board. The customer failed to spot the missing part but noticed that certain features were no longer available. The box went dark and no longer powered up. It was dead, so the customer returned it. That is the failure mode ā€“ the loss of a feature or function. This is what the customer notices.

The engineer then has to investigate the root cause and identify the failure mechanism.

Failure Mechanisms and Root Cause
Failure mechanisms are the material or software code faults that lead to failure. They include thin insulation leading to dialectic breakdown, contamination leading to corrosion, or faulty code leading to an over-voltage command. Becoming aware of a product failure and starting to determine why it failed is an exploratory process.

The clues to when the failure occurs may help frame the initial investigation.

To answer the ā€œWhy did it fail?ā€ question in a useful manner we need to determine the sequence of events that led to the failure. Root cause analysis is a process to determine this chain of events. The cause may be faulty material or assembly, damage, or design error. It may also include poor decisions and human error. Generally, we look for the physical or chemical reason for the failure. However, we should also explore the design, assembly, supply chain, and customer-related processes to ascertain where an error or weakness in the process could have contributed to the failure.

The idea behind seeking out root causes and determining failure mechanisms is to mitigate issues with problematic elements of the product whose failure would lead to product failure.

Types of Failures and Timing
Products fail for many reasons via many mechanisms. Most products have literally hundreds of ways in which they can fail. It is really a race between different mechanisms all vying to cause the failure. Eventually, everything will fail.

One of the first steps in sorting out the specific cause is determining when the product failed. How old was the product when it failed? Early life (e.g., when a product is just bought and installed) failures tend to cause more customer anguish than a product that has provided a long life of useful service. In general, we often talk about three periods of failure:
ā€¢ early life failures
ā€¢ random failures
ā€¢ wear-out failures

The three periods are often depicted with a curve-shaped like a bathtub. The bathtub curve is the aggregate of many potential failures. Some tend to occur early, whereas some occur later. Each individual product has many possible ways in which it can fail and the most likely failure mechanisms may change over time as the product use and conditions change. Keep in mind that the curve is a fiction to explain a hypothetical profile of possibilities of failure over time for a single item.

Each period of failure also suggests a set of possible causes. Although this set is not always accurate, it provides a good starting place when looking for the root cause.

by Yolanda Lopez

Guest post byĀ Fred Schenkelberg, Reliability Expert for FMS Reliability

In a previous posting (ā€Five Steps to Building a Better Reliability Cultureā€, posted on 10/06/2015), I discussed equipment reliability, reliability engineering, and reliability management. But this Holy Trinity of reliability does not operate in a vacuum. Creating a sustainable reliability program within an organization requires an understanding of its culture as well as its structure.

Every organization or product is different. The technology, expectations, and environments are all different. Consider two organizations, each of which has a reliability professional well versed in a wide range of reliability tools and processes. One of these professionals provides coaching and mentoring across the organization and encourages every member of the team to learn and use the appropriate tools to make decisions; the other performs nearly all the reliability work independently without support or consultation with team members. It is easy to see that the first organizationā€™s team, being empowered to make decisions about reliability, will be better equipped to meet its reliability goals.Ā 

Thus differences in the basic culture of an organization can lead to vastly different approaches to how reliability is incorporated into its operations. An organization that incorporates reliability into its internal processes starting from the design phase will inevitably experience fewer failures and make more efficient use of its design team and suppliers. How the reliability professional functions within an organization have a strong impact on its culture.

The organizational structure of an organization is also intertwined with its culture. There is no single organizational structure that leads to improved product reliability performance over any other structure. Both centrally and distributed reliability teams have successfully created reliable systems. Even the presence or absence of reliability professionals on staff is not an indicator of reliability performance.

Top-performing organizations use a common product reliability language and possess a culture that encourages and enables individuals to make informed decisions related to reliability. Individuals across the organization know their role to both use and share information essential to making decisions. There is an overriding context for reliability decisions that balances the need to meet customer expectations for reliability along with other criteria. Alignment exists among the organizationā€™s mission, plans, priorities, and behaviors related to reliability.

Equipment reliability is not the only element that benefits from a proactive culture. Whether top-performing organizations enjoy a proactive culture that naturally includes reliability activities to make decisions or evolved while improving product reliability to become a proactive organization with collateral benefits for other areas of running the business remains unclear. The latter is more likely since it takes leadership to build and maintain a proactive organization, although some organizations focus on building a proactive reliability program and develop the benefits later in other functions of the business.

Moving the organizational block around the organizational chart may have some value, although it is not directly related to improving reliability. It entails a more fundamental change than developing the reporting structures to transition from a reactive to proactive reliability program.

Once a group of people gets settled into a routine way of accomplishing something, it is not a simple matter to change the process. Doing so requires overcoming organizational inertia. For reliability professionals to implement reliability improvements, overcoming this inertia entails working closely with key influencers, making the current reality visible and accessible, and celebrating successes. Although every organization is different and every situation warrants its own approach, these three paths to overcoming inertia may facilitate the implementation of any proposed changes.

Overcoming organization inertia is one crucial aspect of changing a reliability culture. Some organizations tend to react to reliability issues. Prototype testing and downing events continue to surprise the team. The worst organizations fall into a cycle of always finding someone to blame. Better organizations set out to work to understand the problem and quickly resolve the issue. Some have better ā€˜fire departmentsā€™ than others. However, responding more quickly is often not the best way to deal with reliability. The very best organizations prevent issues from creating surprises in the first place.

Understanding the reliability culture is the first step to changing it.

by Yolanda Lopez

Guest post byĀ Fred Schenkelberg, Reliability Expert for FMS Reliability

Equipment reliability is not the sole responsibility of the maintenance engineer but results from nearly everyone in an organization making decisions that move toward the desired reliability performance. As a reliability professional, I often find it necessary to explore ways to leverage my knowledge of these areas to change the culture within an organization to create a sustainable program that achieves reliable systems time and again.

Proactive organizations are those that work to prevent problems associated with reliability before the product reaches the prototype line stage, let alone a production line. Reactive organizations wait until fails occur, then deal with the consequences. If you are in an organization that tends to react rather than prevent, consider how you should set about changing the culture. Effecting change by itself can often be difficult, but I offer a few ideas that can be useful as you confront this challenge.

  1. Reflect on the current situation back to the organization.
    An assessment that examines the current way the organization includes reliability in its discussions and decisions creates a picture of the process, tools, and attitudes that form the current culture concerning reliability. Is the organization simply saying ā€˜reliability is important’ and then focusing on other priorities? This often occurs when reliability is difficult to measure whereas cost is directly measured. How are tools such as FMEA and ALT being used in the organization? Are they used to just satisfy a checklist or to prioritize work and understand specific failure mechanisms? In either case, the degree to which the organization selects and uses tools to make decisions reflects its overall culture.
    By creating a short report that includes what the organization does well, areas for improvement, and specific recommendations, you can make the current program visible and available for examination.Ā See the ebook Reliability Maturity: Understand and Improve Your Reliability Program available for free download.
  2. Create a vision of what could be.
    With respect to changing a culture, what would success look like? How would you know that the culture has actually changed? You need to be specific and include concrete examples of what technicians are saying, uptime graphs, comments from co-workers, etc. By painting a strong sensory image of what it will feel like when the culture has changed, you make the need for change compelling.
  3. Map the steps needed to attain the goal.
    A compelling vision is the goal but it is insufficient to motivate change across your organization. A road map or plan detailing both obstacles and milestones can help. The idea is to show how to get started. Explain the first step and how that will lead to the steps necessary to achieve the objective. For changes to an overall reliability program, the steps may include improved data analysis, changes in the ways data are requested from vendors, creation of a reliability/availability model, and starting to use HALT or FMEA.
  4. Set expectations.
    Within a larger organization expectations should be set for key individuals (e.g., change agents, respected individuals, and community links). This creates a very clear connection between their role in the organization and the proposed changes. A handful of influential individuals working together to achieve change can very likely achieve success in effecting change.
  5. Provide support and encouragement.
    Change is hard work. It involves personal risk, learning new processes or techniques, and moving away from the known to the unknown. Change does not occur with a single meeting or announcement but is an ongoing process. Some best practices include continuously encouraging attempts to move along the proposed path; answering questions, providing training, shoring up confidence, checking in regularly with key change agents; rewarding successes, and highlighting value obtained along the way.
    The improvement resulting from a change in a reliability program today does not immediately reduce downtime, for example. Often, a significant delay ensues before the benefits are realized. Providing tools and processes to estimate future value is essential. Changing reliability culture may take the coordination of one person and the support of a small team. The change of the conversation to include data, value, and customer reliability expectations may be sufficient to significantly prevent reliability problems. Effecting change will not be easy and will take some time to accomplish. Often, several cycles of equipment improvement projects are needed to create permanent change.

With a clear assessment of the current situation, a vivid vision for the future, a basic guide to get everyone started, and the regular addition of your energy to continue making progress, change is possible.

by Yolanda Lopez

Traditionally, company profits have been maintained and increased through three primary means:

  1. Increase the price of goods and services sold.
  2. Increase the amount of goods and services sold.
  3. Reduce the costs of goods and services sold.

Options 1 and 2 can be very difficult or even impossible to implement in a competitive market.Ā  Therefore, option #3 may seem like the only viable option.Ā  Reductions in costs can be accomplished in many ways.Ā  Some are drastic attempts such as reducing product quality or the number of employees.Ā  It is almost impossible for companies to achieve true long-term profit gains in these ways because those gains are usually short-lived.
What can you do to help your company increase profits in the competitive world we live in, and provide greater stability in your job? Reduce the costs of goods and services produced (option #2) in a way that you or your facility may not have previously considered. You can do this by:

  • Improving equipment reliability through implementing Condition Monitoring reliability practices (RCM, FMEA, RCFA, etc).
  • Ensuring the correct maintenance activities are planned, scheduled, and completed on time.
  • Ensuring that the correct spare parts inventory is available and kitted when the work is scheduled and executed.
  • Ensuring that value-added PMs are created and completed on the equipment.
  • Ensuring that reliability-based engineering is completed. Maintenance cannot overcome poor design and installation.
  • Ensuring operational activities that support maintenance and reliability are followed. Maintenance and Operations should work as partners and not as competitors.
  • Supporting those in your facility that are working toward these efforts.
  • Make sure that the right work is being done on the right equipment. This requires prioritizing based on a thorough understanding of equipment criticality, understanding how and why your equipment can fail, what really needs to be done to keep it operational upon demand, etc.

All of the above efforts can help your facility reduce maintenance costs and the cost of goods and services produced. This could be the difference between being the leader in your market or watching your job, profit and company suffer.

by Trent Phillips CRL CMRP - Novelis

LUDECA is proud to announce that they are now an approved Reliability Leadership Institute (RLI) Mapped Services and Training (MSAT) Provider. As such LUDECA provides training and services aligned with the Reliabilityweb Uptime ElementsĀ for the Alignment/Balancing (A/B) domain under Asset Condition Management (ACM).
Ludeca MSAT Approved


We are excited to be part of this program and thereby be able to better assist the Asset Condition Management community in their quest to eliminate machine defects in applying precision alignment and balancing techniques”
says Ana Maria Delgado, CRL, Marketing Manager for LUDECA.

To support the MSAT program and better serve their customers with their maintenance and reliability needs, LUDECA recently certified 25 team members as Certified Reliability Leaders (CRL) and has embarked on a Reliability Journey to educate customers on the benefits of proactive precision alignment and balancing as a key step on the road to world-class reliability excellence

About LUDECA
LUDECA is a leading provider of Preventive, Predictive, and Corrective Maintenance Solutions including machinery laser alignment, vibration analysis, and balancing equipment as well as software, rentals, services and training. For more details, visit www.ludeca.com

About the Reliability Leadership Institute (RLI)
Reliability Leadership Institute (RLI) was established as a Community of Practice (CoP) in 2012 to improve how organizations deliver asset performance through the use of Uptime Elements, a reliability framework designed to enhance the triple bottom line of economic prosperity, environmental sustainability and social responsibility. Reliability Leadership Institute (RLI) has a reputation for creating knowledge that measurably improves reliability and asset performance strategies. More details are available at www.reliabilityleadership.com

About Mapped Services and Training (MSAT)
The UptimeĀ® Elementsā„¢ framework is a system-based approach to embedding a reliability culture into an organization. As more asset managers are adopting the UptimeĀ® Elementsā„¢ framework in support of ISO55001, there is a growing need for in-depth services and detailed ā€œhow-toā€ training related to the mastery of each element.
The Reliability Leadership Institute is introducing a Mapped Services and Training (MSAT)Ā Providers program to assist potential clients in sourcing approved vendors on processes and technologies covered by the UptimeĀ® Elementsā„¢ Framework.

by Ana Maria Delgado, CRL

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