Beruflich Dokumente
Kultur Dokumente
COM
HEAD
Strategic considerations and tactical moves inuence whether to outsource MRO
Direct Drive Cuts Maintenance in Half / p.15 Kimberly-Clark Wins Plant of the Month / p.19 Asset Management Software Explodes / p.27 How Do You Dene Seal Failure? / p.36
FEBRUARY 2011
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table of contents
FEBRUARy 2011 / VOl. 32, NO. 2
features
28 / COVER STORY
Head Games
Strategic considerations and tactical moves influence whether to outsource MRO
36 / SEalS
Proactive impact
Predictive maintenance requires strong commitment and the right tools
specialists
9 / CRiSiS CORNER 23 / aSSET MaNaGER
Register now for the 2011 PlantServices Performance Optimization Webinar Series
http://webcast.streamlogics.com/audience/index asp?eventid=40540712 Join plant services editors and industry experts as we engage in lively discussions about hot topics challenging todays manufacturing plant.
Sustenance
Industry takes the lead on saving the world for future generations
21 / HuMaN CaPiTal
Software Sophistication
CMMS and EAM expand their offerings
50 / ENERGY ExPERT
use a structured approach to select the appropriate level of effort for your root cause analyses
www.plantservices.com/articles/2010/12roadtoreliability.html to be or not to be: How to map business processes properly.
17 / YOuR SPaCE
Spare No Expense
Spare-part inventory costs can make machines more expensive
19 / PlaNT OF THE MONTH
PlANT SERVICES (ISSN 0199-8013) is published monthly by Putman Media, Inc., 555 West Pierce Road, Suite 301, Itasca, Il 60143. Phone (630) 467-1300, Fax (847) 291-4816. Periodicals Postage paid at Itasca, Il and additional mailing offices. Canada Post International Publications Mail Product Sales Agreement No. 40028661. Canadian Mail Distributor Information: Frontier/BWI,PO Box 1051, Fort Erie, Ontario, Canada, l2A 5N8. Printed in U.S.A. POSTMASTER: Send address changes to PlANT SERVICES, Putman Media, Inc., PO Box 3435, Northbrook, Il 60065-3435. SUBSCRIPTIONS: Qualified reader subscriptions are accepted from PlANT SERVICES managers, supervisors and engineers in manufacturing plants in the U.S. and Canada. To apply for qualified-reader subscriptions, please go to www.plantservices.com. To non-qualified subscribers in the U.S., subscriptions are $96 per year. Single copies are $15. Subscription to Canada and other international are accepted at $200 (Airmail only) 2011 by Putman Media, Inc. All rights reserved. The contents of this publication may not be reproduced in whole or in part without consent of the copyright owner. In an effort to more closely align with our business partners in a manner that provides the most value to our readers, content published in PlANT SERVICES magazine appears on the public domain of PlANT SERVICES Website, and may also appear on Websites that apply to our growing marketplace. Putman Media, Inc. also publishes CHEMICAl PROCESSING, CONTROl, CONTROl DESIGN, FOOD PROCESSING, INDUSTRIAl NETWORKING, THE JOURNAl, PHARMACEUTICAl MANUFACTURING and WEllNESS FOODS. PlANT SERVICES assumes no responsibility for validity of claims in items published.
Hi, my name is Bob, Senior Marketing Support Specialist at Atlas Copco Compressors. Talk about sustainability... for the last 38 years, I've been part of the team taking care of our valued customers in the United States. At Atlas Copco, our culture is built around the customers needs and minimizing our impact on the environment. Sound too good to be true? Let us prove it. Weve been named one of the top 100 most sustainable companies in the world for the past five consecutive years while continuing to invest in growing our local support and service for the U.S. market. For instance, just this past year, weve built a new 131,000 sq. ft. distribution center in Charlotte, NC increasing our spare parts stock by 80%, all to better serve our customers. Oh, and did I forget to mention our products? Whether you need air compressors, low pressure blowers, filters, compressed air piping, or nitrogen generators, we have the perfect product for you. Just log on to www.atlascopco.us/bobusa or call 866-688-9611 to learn more about us, our products, and how we have earned and will continue to earn our reputation.
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criSiS corner
Joel leonard
perous tomorrow, we have to change our social views of maintenance and reliability. Just convincing those in power now doesnt ensure a strong tomorrow. We have to fix the perception of maintenance not only in the boardroom and the boiler room, but in the classroom and the family room. It still amazes me how families are blindly going hundreds of thousands of dollars in debt to get their children college degrees. Yet companies dont need degrees; they need experience and technical skills and are hiring and paying well for that talent. As Baby Boomers exit the workforce, those needs will only increase. Our education system appears to be crazy. On average, only 66% of ninth graders finish high school. The U.S. test scores continue to plummet in comparison to global educational systems. Meanwhile, Finland dominates test scores and has very fit students entering the workforce. Believe it or not, 10 minutes of every school hour is dedicated to calisthenics. Can you imagine how many lawsuits would be filed if we tried that in the United States? While the Fins are busting test records and getting fit, here in the United States we used to live in the land of milk and honey. Now, we are the land of the obese and diabetic. As A. Whitney Brown, an Emmy Award-winning writer and comedian, said, Im as frustrated with society as a pyromaniac in a petrified forest. Thats why Ive decided to go to Hel Helsinki, that is in late March to fight the Maintenance Crisis. After keynoting the MaintWorld Congress, I hope to learn more about the Finnish education system and more about the European processes to install reliability and economic growth systems. I believe we need to become more Finnish, or we will be finished as world leaders. It also amazes me that companies have disbanded apprenticeship programs to save money and now cant locate qualified talent to replace the retiring workforce. If you cant join me in Hel, I hope you can attend the National Facilities Management and Technology Conference in Baltimore, March 15-17. My presentation is on March 15, but Ill be on hand throughout the event and would love to meet more industry professionals to brainstorm our way to better performance. I also hope you put on your calendar the Society for Maintenance and Reliability Professionals (www.smrp. org) annual conference in Greensboro, North Carolina, in
it StiLL amazeS me how famiLieS are bLindLy going hUndredS of thoUSandS of doLLarS in debt to get their chiLdren coLLege degreeS.
Talk. Then a flash went into my noggin there needs to be a Job Talk show. So, immediately after the holidays, I arranged a meeting with the NPR station WFDD general manager and pitched my idea. She loved it and said, Car Talk is very popular and driving is important, but food on the table is more important, and, with the economic changes, a weekly show will help our listeners cope. In July, we will be launching Joels Job Talk, and links will be on SkillTV.net. Im in the process of mapping out the first six months of content, and Ill be developing three sevenminute segments, three two-minute segments, and three one-minute commercials for the 30-minute weekly show. Were going to have a regular job-climate report, kind of a job weather report telling which jobs are hot and cold. Ill be featuring difference makers, individuals, and organizations that are implementing interventions to accelerate economic growth. Then, well be including provocative moments so our listeners consider other options and not just the status quo. For example, well be discussing the benefits of nepotism in a future episode. If your company is located in a rural environment, a nepotism-ban policy might inhibit performance by forbidding family members to work together. I also hope you continue to tune into SkillTV.net regularly and sign up for our newsletter as we are continuing to explore solutions to fight the Maintenance Crisis. And I hope you also join the fight. Fix it forward.
contact Joel Leonard at joel@skilltv.net.
www.PLANTSERVICES.Com FEbRuARy 2011 9
MR. SuStaInabIlIty
paul studebaker, cmrp
SuStenance
Industry takes the lead on saving the world for future generations
From the clean Air Act to energy efficiency requirements and OSHA penalties, the traditional impetus for industry to be more sustainable has been legislation: the powers of laws, courts, and fines compel compliance. But no more. Business isnt waiting for politicians, observes Chris Farrell, economics editor of American Public Medias program, Marketplace Money. A confluence of social, economic, and environmental trends has contributed to the rise of sustainability as the key organizational performance metric of today and for the future. The forces behind the trends are customers, shareholders, neighbors, and employees. Just this morning, my inbox included a report that a coalition of 36 environmental groups had accused Apple of ignoring unhealthy conditions at the Chinese factories of its suppliers. Apple spokeswoman Carolyn Wu promptly issued a statement asserting, Apple is committed to ensuring the highest standards of social responsibility throughout our supply base. The company requires all suppliers to sign up to Apples code of conduct, compliance is monitored through factory audits, and measures are taken to correct violations. A second inbox item said five investment groups have filed shareholder resolutions urging nine major oil and gas companies to disclose risks of their U.S. natural gas fracturing, or fracking, operations. The proposals ask companies to disclose their policies for reducing environmental and financial risks from the use of chemicals, water impacts, and other environmental issues associated with fracking. ExxonMobil has already responded with its plans to comply. Every day I hear about sustainability projects that improve safety, raise efficiency, and reduce costs. Today, along with balance-sheet benefits, sustainability is being perceived as a marketing advantage and a workplace benefit: Customers and employees prefer to purchase sustainable products and work in companies where sustainability is a priority. Its clear that, the world over, industry is embracing sustainability. The environment should be protected, quality of life is important, and green of both the Kermit and currency varieties is good. Sustainability has many aspects, but its essential implications for the triple bottom line of economic growth, environmental stewardship, and social progress can be summarized as operating a business in ways that meet the needs of the present without compromising the world we leave to the future.
Along with that great responsibility, those of you who are entrusted with a role in your companys sustainability initiative are part of the next great wave of productivity sweeping through industry. Its a huge task, but also a rewarding job thats giving you a healthy appetite for information about industrial sustainability, whats involved in managing it, and, above all, examples of initiatives, strategies, projects, measurements, and results. Now were ready to help you satisfy those needs. Im thrilled to be taking my 25 years of experience in engineering, manu-
ItS a huge taSk, but alSo a RewaRDIng job thatS gIvIng you a healthy aPPetIte FoR InFoRMatIon.
facturing, automation, and industrial asset management, and using it to guide our new resource for sustainable manufacturing: Sustainable Plant (www.sustainableplant.com). Sustainable Plant offers information and examples to support initiatives according to your objective (safe, clean, efficient, profitable, compliant, or closed-loop), your sphere of influence (facilities, design, supply chain, workforce, management, automation, information technology, or environment, health & safety), and your solution category (materials, supplies, equipment, software, services, or infrastructure). Were offering Sustainable Plant Today, a concise daily enewsletter, as well as the opportunity to join our community and partake of as much social media (LinkedIn, Facebook, Twitter) as you care to eat. You can propose and discuss technical and ethical issues in our Green or Greenwash? department, and see if you can outwit fellow visitors with your entry in our Sustainably Silly challenge. Industrial sustainability is a new area of expertise with fresh ideas and discoveries every day, so weve striven to make it easy for you to help guide Sustainable Plant and to share your experiences by commenting and contributing to our smorgasbord of knowledge. We hope youll visit www.sustainableplant.com, register for our e-newsletter, and browse our growing selection of practical information. Bon appetit.
contact editorial Director Paul Studebaker, cMRP, at pstudebaker@putman.net.
www.PLANTSERVICES.Com FEbRuARy 2011 11
YOUR CUSTOMER JUST TRIPLED HIS ORDER. THE SHIPMENT HAS TO GO OUT TWO DAYS EARLIER. YOURE DOWN AN OPERATOR.
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operations continued at RCA facilities, including those in Indianapolis, Indiana. With a central boiler plant providing chilled water, compressed air, heat, and domestic hot water to several buildings, this facility is spread over about 80 acres. To get the needed data, Thomson-RCA installed an AutoPilot Energy Information System, comprising Opto 22 (www.opto22.com) hardware and software and designed by Holmes Energy (www.holmesenergy.com). Using analog and digital interfaces that connect Opto 22 I/O processors to field equipment via multiple I/O modules, the AutoPilot system monitors 108 I/O points. The monitored machinery and equipment include gas and electric meters, as well as chillers, cooling towers, boilers, and water heating equipment. The AutoPilot system also monitors the facilitys compressed air system. This, in turn, enables tracking of the electrical demand, power consumption, with system pressure, and airflow associated with two 500-hp Centac compressors and one 350-hp Worthington compressor. Thomson noticed a significant variation in the compressed air systems efficiency based on the demand for air and which compressors were operating. The difference seemed to occur when the Worthington unit, the smallest compressor, could satisfy demand by itself during the third shift and on weekends when air consumption was much lower. Another somewhat startling discovery was that the system reported the compressed air systems efficiency varied wildly, from a low of 148 cf/kW to a high of 191 cf/kW a 30% difference. Thomson experimented with different compressor combinations and loads. In one such experiment, the first Centac compressor required 380 kW, the second Centac slightly less than 350 kW, and the Worthington less than 250 kW. Based largely on the data the AutoPilot system aggregated, it became clear that running the Worthington alone on weekends offered the greatest opportunity for savings. In addition to the advantage of the Worthington unit over the bigger Centac units during low demand periods, the system revealed that under all conditions the Centac 2 unit was more efficient than what was thought to be an identical Centac 1. Discoveries such as this are made possible through the close examination that real-time monitoring provides, says Bill Holmes of Holmes Energy, designer and integrator of
Meter C KW & RKVA Circuit 9 Centac 2 Circuit 10 Worthington Circuit 11 Circuit 12 Circuit 13
to reconfigure the operating sequence of its compressed air systems, Thomson-RCA implemented an energy monitoring system.
the system. Before one can even begin to consider how to cut costs, before any control can or should be exercised, and even before energy usage behavior can change, one needs first to observe closely and measure accurately. Thomsons boiler plant personnel used the data to change the operating sequence for the three compressors to maintain the highest overall system efficiency under any operating condition. They modified the controls to allow the Worthington to be the primary unit with the Centac units serving as automatic backups. The data, and some quick math work, had shown conclusively that with good compressor management, a demand reduction of approximately 175 kW could be achieved and the compressed air requirements could still be satisfied. After implementing the new operating procedures to put the Worthington in the lead position, compressed air reports showed that the 175-kW demand reduction resulted in a monthly consumption drop of nearly 64,000 kWh. Air compressor electrical costs were reduced by 20%, leading to an annual cost savings in excess of $35,000.
www.PLANTSERVICES.Com FEbRuARy 2011 13
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the new drive was installed during a scheduled plant Maintenance shutdown and didnt interfere with norMal operations.
Rather than attempting to upsize the existing inline drive arrangement, the direct drive approach Wood suggested proved to be more efficient and saved installation time, which was a big factor in the project. A shaft-mounted drive was a good solution, says Rawlings. The SEW unit was quick and easy to install onto the conveyor head pulley shaft. SEW had a quick ship, easier installation, and was able to deliver more quickly than other companies who submitted bids. The project team coordinated with the plants maintenance organization to make the transition as seamlessly as possible. The new drive was installed during a scheduled maintenance shutdown and didnt interfere with normal operations, says Wood. Direct driving the conveyor boosted efficiency by 15% to 20%, which meant a 100-hp motor was sufficient to do the job. A more efficient drive arrangement allowed us to use the smaller motor. Maintenance issues and costs associated with the chain drive were also eliminated. The new drive has cut the maintenance time by 50% to 60%, says DeLoatche. We do predictive and preventive maintenance monthly, semiannually or annually, depending on the equipment, he explains. We have 13 maintenance technicians, along with me and another supervisor. The implementation has been so successful that the plant is replicating the assembly over the remainder of its metal pan style low speed conveyors. In these applications, well require a little more downtime upfront, explains DeLoatche. Were replacing the whole head assembly, shaft, and bearings. These are a little bit tighter to get to. This is downtime we budgeted for this year and are scheduling for the next year, as long as our gearboxes hold out there.
www.PLANTSERVICES.Com FEbRuARy 2011 15
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your SpaCe
Spare No expeNSe
Spare-part inventory costs can make machines more expensive
By Chuck Dix, envision plastics
Life-insurance spares: When the annualized cost of procuring, storing, and maintaining a spare is less than or equal to the annual risk cost of not having the part when its needed, then you stock at least one. Look at the cost, or risk, of not having the part versus the cost of machine downtime. Compare the two at their respective minimums. We call these life-insurance spares. Theres a simple model for this, but it gets complicated. Multiple users of the same part have different annualized risk costs. Youre using actuarial statistics, just like the insurance companies do. These parts arent subject to the usual rule it must turn over every X years or it gets deleted. If you live for two years without dying, do you cancel your life insurance policy? Walmart stocking: Use this if usage is relatively predictable. Its a trade-off between the transactional costs of procuring just one part versus the carrying costs less volume discount. One unit might cost $5, but 12 cost $4 each, and you use one per month. The cost of buying one per month will likely exceed the carrying cost for 11 additional parts. If you have financial guidelines to work within, you can make a least-cost decision. This method is familiar to accountants; you can call it the Walmart stocking model. Vendor inventory: In this method, vendors hold the inventory. There might be paperwork to sign stating that youll purchase X units each year and that youll purchase the inventory should the part become obsolete or pay a small annual fee for this service. The obsolete purchase applies if the part is a special order or the inventory cant be sold back into commerce. Less cash is tied up in spare parts. There are three things you can do to minimize the total cost of spare parts. These are: standardize, standardize, standardize conduct root cause analysis to avoid repeat failures improve your predictive maintenance programs. This method takes time, because years might elapse
between failures. If you know something fails every three years, buy a new one just before its time to cycle the part. Keep minimal spare parts on hand and have the vendor stock additional inventory. I prefer vendors located a short driving distance from the plant. We can send someone for a part or the vendor delivers it. The strategy is to standardize your equipment, even if the initial cost might be greater. For example, assume two types of machines and three
oNCe you purChaSe equipmeNt, youre loCkeD iNto BuyiNg Spare partS for it.
of each (six total) with spare parts for both. Price the additional spare parts for each machine and take the highest. Apply the cost for the spare parts to the purchase of the same machine that has lower spare parts cost. Now you have six machines with one set of spares instead of six machines with two sets of spares. It might not work every time, but it should be looked at. The cost to purchase Machine A is $45,000. You have three (total $135,000). Machine B cost $40,000. You buy three because it costs less ($120,000). You saved $15,000 and feel good, until you look at the spare-parts inventory costs. Spare parts for Machine A are readily available. We need only $1,000 worth for emergency repairs. Theres a vendor that stocks parts only 30 miles from the plant. Total cost is $136,000 (three machines at $45,000, plus $1,000 in spares). Spare parts for Machine B will be delivered six weeks after receipt of order. You learn this after the new machines arrive, so you must buy enough to keep the machines running under every contingency. Cost for the parts is $30,000. Total cost then is $150,000 for the three machines plus the parts. You need to investigate options before purchasing equipment. Remember that vendors compete on the basis of initial equipment price. Once you purchase equipment, youre locked into buying spare parts for it. Even if you dont buy spare parts from the OEM, the cost might still be higher.
Chuck Dix is maintenance manager at envision plastics in reidsville, North Carolina. Contact him at chuck@envisionplastics.com or (336) 342-4749.
www.PLANTSERVICES.Com FEbRuARy 2011 17
Georgia, went into operation in January 1995. The plant manufactures fabrics and synthetic fibers that are the cornerstone in the development of many of Kimberly-Clarks premier personal care and health care products, including diapers, training and youth pants, incontinence products, and feminine pads and wipes, as well as protective apparel, surgical drapes, gowns, and face masks. The materials are produced in rolls and sent to other Kimberly-Clark locations for converting into finish products, explains David Walls, maintenance technician. Our materials support our health care, North Atlantic consumer products, and KimberlyClark professional businesses. Four base machines produce nonwovens and elastomeric material, and each line has an assortment of extruders, mass air flow, a conveying system, calendaring system and a winding system. The 616,500-sq ft plant employs 230 people to operate 24 hours/day, 365 days/year. There are 35 people under the maintenance umbrella, says Walls. Of these, 12 cover the 24-hour operation, 17 provide improvement on the assets, and six provide planning and scheduling support. In recent years, the plants general population is using more of the predictive techniques on a daily basis. Theyre returning to area responsibilities. Predictive maintenance equipment has been upgraded lately, and some new equipment has been added. Lean manufacturing principles were implemented in 2010, as well. Weve always had a proactive maintenance program in place, explains Walls, but we started a dedicated predictive program in 1996. Before that, it was a when-we-have-time situation. The reasons behind a dedicated program were to improve equipment reliability and identify the recurring problem machines. This also improved the maintenance efficiency. The plants predictive maintenance (PdM) program is responsible for managing more than 200 pieces of equipment across four lines including fans, compressors, pumps, gearboxes, extruders, and ac/dc motors variable speed and constant speed. The plant has three automated monitoring lines and is in the process of setting up a fourth and last one now, in addition to the utilities equipment. We will still use the manual system on the redundant equipment until those are set with an automated system, explains Walls.
some pieces of equipment are read more frequently based on size, cost of the equipment, and redundancy.
Equipment readings are taken on a cycle of scheduled maintenance, versus a formal, documented criticality ranking. Nearly all equipment in the plant is considered critical. However, some pieces of equipment are read more frequently based on size, cost of the equipment, and redundancy. We have always had a CMMS system, says Walls. Currently, were using SAP. We established manual vibration and IR routes early and refined them over time. Were now rolling over to automated online vibration data collection systems. We had vibration and IR from the beginning. But starting in 1996, the information gave us a different picture. This allowed us to work on the problems and become more efficient within the maintenance group. The plant also has an energy monitoring program in place to help track that cost. It lets us know if there has been a change up or down, explains Walls. The mill manager ultimately is responsible for energy costs. He, in turn, has someone on the staff looking at what the cost is and whether we can affect it, says Walls. The maintenance organizations role in maintaining energy efficiency for the plant involves keeping the equipment in the best shape possible. Within the first year-and-a-half of using a formal PdM program, the plant calculated savings of approximately $1.5 million in actual cost avoidance. These were calculated from a time avoidance evaluation, explains Walls. These are real numbers if you identify the items that would have caused a delay, if they were run to failure. We threw out any item that was questioned or disagreed with. We quit recording this number because it became so large that no one believed it.
www.PLANTSERVICES.Com FEbRuARy 2011 19
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Because synthetic lubricants are engineered to meet specific performance specifications, they work better and provide better overall lubrication over a wider range of temperature extremes and conditions than conventional lubricants. Machinery and equipment performs better, runs cleaner, cooler, uses less energy and lasts longer with fewer breakdowns. This leads to significant reductions in unscheduled downtime and costly repairs. Many of Lubriplates Advanced, 100% Synthetic Lubricants possess qualities that make them suitable for a wide variety of applications. This super multi-purpose capability can simplify your maintenance program, lead to lubricant inventory consolidation and significant reductions in application specific lubricants. This saves on warehouse requirements and the associated costs. Call today to find out more about Lubriplates full line of 100% Synthetic Lubricants and how they can help you do more.
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Tom moriarTy, P.E., CmrP
soned manager, one of the more difficult things to learn or to do well is to delegate. Its a hard thing to do for a couple of reasons. First, if youre an experienced person, you were trained in doing the tasks that you are now expected to have others carry out. Second, you were promoted to a supervisory or managerial position in large part because of how well you performed those tasks. Most good supervisors and managers feel responsible for making sure things get done right. A number of problems arise when a supervisor or manager doesnt delegate responsibility well. In the case of a line supervisor, you take away the opportunities for people that work for you to prove their skills and knowledge on significant tasks. Similarly, if youre a manager of other managers or supervisors, itll be apparent to your direct reports, their peers, and the workforce under them when you micro-manage or do the work of those below you. Doing so diminishes the authority and esteem of your direct reports. It makes them feel as though theyre not trusted or not allowed to do their jobs. The higher up the organization chart the supervisor or manager is situated, the less that person can get done directly. For instance, if you are a manager with six supervisors reporting to you and each supervisor has an average of 10 people working for them, you cant possibly carry out the tasking assigned for the whole group. A supervisor with two direct reports might get away with doing more of their work, but why would you want to? Obviously, some small teams need the supervisor to pitch in more from time to time, but the supervisor is advised to be thoughtful of which tasks they take on and be mindful of the effects on others. The first step in the art of delegation is to understand that delegation of task responsibility should be practiced. But a supervisor or manager can never delegate accountability to make sure the tasking gets done. You can delegate, but you can never abdicate. Because you retain accountability, you have to have a system for checking on progress. Woe unto the supervisor or manager whos routinely unaware of the status of the work going on, or unaware of the capability of their people to carry out the work. A simple way to measure progress, such as daily or weekly briefing sessions, should be part of the plan. Mea-
The higher UP The orgAnizATion ChArT The sUPervisor or MAnAger is siTUATeD, The less ThAT Person CAn geT Done DireCTly.
autonomy to own the work they will be doing. As a leader, you must develop a sense for your direct reports: how much space you give them and how much coaching time they need. A third aspect of delegation is to understand how and when to step in. You also must be keenly aware of how others perceive you; your position as a supervisor or manager has inherent power. Be acutely aware that what you say in front of others will have a huge effect on those involved. You need to be a presence so theres a clear chain of command, but you need to use tact in how you interject when you need to. The fourth recommendation for the art of delegation is to give credit to others for successes and be accountable when things go wrong. As a leader, part of your job is to develop your direct reports. Giving them credit for doing a job well and achieving the objectives is the best way to build their self-esteem, and it provides recognition for them. Taking the heat for mistakes is part of being a leader; it doesnt feel good at the time, but the benefits in the long run include respect of those who work for you. When your people respect you, they will go the extra mile when you need them to. Hone your delegation skills to get more done and to be the leader your organization and your team can be proud to be associated with.
Tom Moriarty, P.e., CMrP, is president of Alidade Mer. Contact him at tjmpe@alidade-mer.com and (321) 773-3356.
www.PLANTSERVICES.Com FEbRuARy 2011 21
enough to encompass all data from the entire asset lifecycle. EAM and ERP must support an accurate and consistent view of all asset information one version of the truth insuring policies, plans, and actions are based on an accurate understanding of the history and current status of your asset infrastructure. PAS-55 includes requirements for documenting and auditing your performance against the asset management plan to ensure that top management has visibility into the asset management system and any associated improved metrics or deliverables. The standard also requires that the same systems used for asset planning are also used to operationalize those plans. This allows visibility necessary to ensure you are actually executing against the plan. Is the EAM software you are considering comprehensive enough to deliver on all of these requirements? If not, you could be at a marked disadvantage because competitors who are adopting these best practices will be able to reliably get more value from their capital assets than you can.
excellence in asset management. Whether you are planning to adopt PAS-55 or not, it is smart to follow these corporate practices by taking a more holistic and thorough approach to asset management. This must
encompass the entire asset lifecycle from asset design/engineering to commissioning to operation and maintenance all the way through to decommissioning and replacement. As a matter of fact, while PAS-55 does not deal directly with the IT systems used to manage assets, it does include some requirements that directly and indirectly impact enterprise software like enterprise asset management (EAM) and enterprise resources planning (ERP). What does PAS-55 require of EAM and ERP? PAS-55 does place specific requirements on enterprise software that ought to be taken into consideration during EAM software selection: EAM and ERP must address all phases of the asset lifecycle, including those that involve outside contractors like the processes of planning and engineering of the asset, maintenance and operation of the asset and the eventual retirement or decommissioning of the asset. This means an enterprise software environment must be extensible to trading partners and comprehensive
aSSet manageR
rent CMMS to ensure compliance with IFRS or convergent U.S. GAAP. Some asset managers use the transition to IFRS as a great excuse to upgrade or even replace CMMS. The disadvantage to implementing IFRS is the significant time and cost associated with changing procedures and information systems, which might not have corresponding benefits other than compliance. For example, if youre forced to upgrade your CMMS and change the way you report the
conveRgence oF U.S. gaaP and iFRS haS been ongoing FoR SeveRaL yeaRS.
cost of maintaining fixed assets so as to comply with the new standards, you might not see any change on asset availability, performance, reliability, or total cost of ownership. To see any benefit, it might be necessary to leverage IFRS compliance as an excuse for making additional changes to maintenance practices and the supporting CMMS. Some companies deployed this strategy successfully in the late 1990s, all in the name of Y2K compliance.
exPected changeS U.S. gaaP vS. iFRS
To many managers, IFRS might be a low priority at the moment. But as convergence with U.S. GAAP and adoption of IFRS become inevitable, some noteworthy changes might be coming your way, depending on your size, industry, level of global business activity, or public-versus-private status. The advantage for businesses moving to IFRS is leveling the playing field with competitors. If a global supply chain adopts IFRS, it facilitates worldwide comparisons. Additionally, itll be easier to make more meaningful comparisons of subsidiaries in China, India, Europe, and other locations. No longer will it be possible to hide behind differences in accounting practices of a given country. Information systems such as ERP and CMMS will require standard global accounting procedures for public companies, or in some cases, for private companies doing business with public companies. This might prompt U.S. companies to revisit their cur-
Probably the most significant changes that can affect the maintenance department are those related to property, plant, and equipment (PPE). Below is a summary of some of the expected changes, including the appropriate International Accounting Standards (IAS) reference numbers. On the surface, some of these proposed changes might appear light in terms of their effect on you, but at the very least, they might require changes to how your CMMS accounts for and accumulates total cost of ownership. Thus, ensuring the CMMS accurately tracks asset-life-cycle cost will be more critical, from initial cost to revaluation, if the asset or its major components appreciate or deteriorate unexpectedly, and disposal. The fallout from the proposed changes is critical if your CMMS integrates with your companys fixed-asset accounting and finance modules. The more significant changes, especially with resource-based and asset-intensive companies, require greater rigor in data collection and reporting. Initial asset cost: IFRS excludes from asset cost (IAS 16.19) the costs of opening a new facility, introducing a product or service (including costs of advertising and promotion),
www.PLANTSERVICES.Com FEbRuARy 2011 23
assEt ManagEr
conducting business in a new location or with a new class of customer (including costs of staff training), as well as administration and other general overhead costs. IFRS requires income/expenses of insignificant operations those not necessary in bringing the asset to the location and condition for it to be capable of operating in the manner intended by management to be recognized directly into profit and loss, not built into the cost of the asset (IAS 16.21). Revaluation of assets: IFRS allows for historical cost method and fair value revaluation and provides for optional revaluation for a given asset class equal to fair value at the date of revaluation less subsequent accumulated depreciation and accumulated impairment losses loss in net worth of asset caused by damage, obsolescence, and unexpected deterioration (IAS 16.31). The fair value assessment must be done regularly and by a professional (IAS 16.32). Depreciation: IFRS defines depreciation as the difference between carrying value and residual value over its estimated useful life (IAS 16.6). It requires a review annually and when expectations differ from earlier estimates (IAS 16.51). Components: IFRS requires more explicit component ac-
counting than U.S. GAAP, when component cost is significant compared to total cost (IAS 16.43) or if component depreciation rate or method differs from the rest of the asset. IFRS allows grouping of significant components if their useful life and depreciation method are the same (IAS 16.45). Components can be non-physical, such as major inspection or overhaul. Planned maintenance and refits are amortized over the period between refits/maintenance at current market pricing, updated after each occurrence. CMMS: In anticipation of implementing IFRS, look for a package that provides the right level of functionality and flexibility to facilitate necessary changes. Does your CMMS have an adequate hierarchy of assets, components, and parts that facilitates detailed component life cycle tracking? Does your CMMS maintain multiple asset valuation methods, such as original, impaired, and fair value? Does your CMMS have adequate lifecycle costing and comprehensive condition monitoring for assets and major components?
E-mail Contributing Editor David Berger, P.Eng., partner, Western Management Consultants, at david@wmc.on.ca.
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Technology Toolbox
Sheila Kennedy
SofTware SophiSTicaTion
cMMS and eaM expand their offerings
Vendors leverage trends and technologies to improve and simplify your ability to manage assets effectively. Capabilities added to Oracle eAM are 3D laser modeling with Oracle AutoVue to virtualize and improve shutdowns, and geofencing with Oracle Spatial to ensure people, parts, and fleet are where theyre supposed to be for maximum efficiency. Its a mashup of technologies coming together, allowing the workers to have more intelligence at their fingertips and the information to be fully integrated with the ERP, says Stephen Slade, senior director at Oracle. Running asset software natively on iPads, iPhones, and Android-based phones is a capability of IBM Maximo. Machine operators who require input for maintenance might benefit from a touchscreen. Mobile technicians might run disconnected, making iPhones or dedicated mobile devices more suitable. Workforce mobility has been and will continue to be an important enabler to connect the shop floor with the information they expect, says Mary Bunzel, IBMs worldwide manufacturing industry leader. Social media influences the software. IFS is rolling out initiatives to enable social media-like capabilities, in a secure manner, promoting communication between co-workers, says David Andersson, director of IFS Labs. IFS Talk is a Twitter-like hub where IFS Applications users can ask questions, comment, share media, and get help. IFS WikiHelp builds collective knowledge by placing application help data into a wiki format. IFS Communicator enables real-time communication via chat, phone, or video. Maintenance technicians can get virtual reality training from Invensys Operations Management. EyeSim training kiosks provide lifelike, 3D plant process navigation using a games console controller. Improving energy management: The single largest operations expense in many sectors is energy, says Rod Ellsworth, Infors vice president of global asset sustainability. Energy is a leading indicator of asset performance. When theres a problem with an asset, it manifests itself as excess energy, he says. The companys Asset Sustainability application helps monitor, measure, and control energy use, reducing the cost and carbon emissions. A good asset management decision in the past might be a bad sustainability decision today. Extending asset life is less important when a replacement would substantially reduce energy costs.
SAP uses Perfect Plant to ensure assets are high-performing. It directly affects issues such as the efficient use of energy via the SAP Industrial Energy Management solution, says Paul Boris, vice president of advanced manufacturing solutions at SAP. Perfect Plant feeds asset monitoring data back to operators or control rooms, automatically triggering alerts or requests to the core EAM systems, all via fixed or mobile devices.
Mobile TechnicianS MighT run diSconnecTed, MaKing dedicaTed Mobile deViceS More SuiTable.
Ventyx has an automated approach for maintaining smart assets in the smart grid. From AMI meters and instruments in the substation to transformers for SCADA reporting, the assets need to be tracked properly, monitored, and maintained. Its the unglamorous but necessary aspect of the smart grid, says Steve Radice, vice president of utility T&D solutions for Ventyx. It doesnt look good for a utility if its not maintaining its assets in a more modern way than break/fix mode. With Ventyx Asset Suite and Service Suite, a smart grid device with a problem can communicate automatically and generate a service order or dispatch service without the customer knowing about it. SMB solution: Cloud computing can give smaller businesses access to affordable, easy-to-use, and easy-to-own asset management software. They tend to be strapped for IT support, if they have any at all, says Mike Stone, vice president of global marketing for AssetPoint. They dont want to worry about servers, databases, version updates, and disaster recovery. They need asset management on demand. AssetPoints new TabWare Express cloud computing solution starts at $40/month per user.
e-mail contributing editor Sheila Kennedy, managing director of additive communications, at Sheila@addcomm.com. reference web SiTeS: www.oracle.com www.ibm.com www.ifsworld.com www.invensys.com www.infor.com www.sap.com www.ventyx.com www.assetpoint.com
Head
Strategic considerations and tactical moves influence whether to outsource MRO
What business are you in? Its a time-honored question designed to help companies strip down to their core competencies, often right before they downsize or outsource every function that isnt one. Equipment maintenance, by its very nature, isnt typically a core competency for manufacturers. Their expertise most commonly lies in product development, procurement, manufacturing processes, or distribution. Nigeria LNG (NLNG), for example, is owned by a variety of multinational companies. It produces and delivers liquefied natural gas its core competency which wouldnt be possible or profitable without proper attention to maintenance and reliability. On-site we have specialized equipment from vendors, explains Olawe Tula, competence assurance coordinator at NLNGs (www.nlng.com) facility in Bonny Island. When we do MRO on this equipment, the vendors are brought in to carry out such tasks. An organization should outsource MRO when theres a dwindling of competent maintenance personnel, when the scheduled MRO requires more manpower than can be supplied internally, or when the frequency of breakdowns and failures are high and the manpower required isnt available at the time of request. The question is whether the outsourced MRO cost and benefit outweigh the advantage of managing and controlling that resource in-house, he says.
The primary reasons to outsource should be based on core competencies and creating value-added tasking for employees, agrees Ron Verweij, maintenance engineer at Heineken Brewery den Bosch, the Netherlands (see the Heineken case history at www.plantservices.com/heineken). Trust is a key part of partnerships, explains Ben Keizers, product marketing manager, services, Endress+Hauser (www.us.endress.com). If that trust is established, a high percentage or even 100% of MRO services could be outsourced over time. Performance agreements are a basis for these kinds of partnerships. This is exemplified by the partnership between Heineken and Endress+Hauser in the Netherlands. Heineken wanted to focus on its core expertise, which is producing excellent beer, says Keizers. Instrumentation isnt a part of Heinekens core competencies, so Heineken preferred to outsource instrumentation maintenance and calibration. Now Heineken is expanding this partnership to its plants in other parts of the world, such as South Africa. This partnership is based on continuous improvements, which means tracking asset life cycle information is critical. Most organizations probably need to outsource when they realize the required workload exceeds 80% of the required
Tracking the life cycle of assets is critical when moving from a reactive maintenance mindset to a service management program, continues Sorenson. Firefighting consumes a tremendous amount of time and energy, while pulling the focus and key resources away from proactive programs, he explains. Partnering with an experienced vendor creates advantages, such as prioritizing activities and processes such as tracking asset life cycles that feed into the larger reliability-based programs. And so begins the strategic chess match between cost and control. Many organizations move slowly through the strategic considerations that define what they will manage and control with their own resources and which services they will contract another company to perform.
My KingdoM for a HorSe
To some companies, maintaining control of MRO is a strategic move that outweighs the potential trade-off that outsourcing could create in cost savings. But many organizations see contracting maintenance services as a strategic advantage. According to a 2009 study conducted by ARC Advisory Group (www.arcweb.com), the two most common reasons for outsourcing are to gain
alMoSt two-tHirdS of Maintenance contracting agreeMentS are one to tHree yearS in lengtH.
workload hours, explains Dan Stedham, asset optimization (AO) services global program manager, operational excellence/ AO services marketing manager Emerson Process Management (www.assetweb.com). Unfortunately, most organizations dont know what their definitive required workload is, unless they go through a prioritization and task optimization process, he says. Another way to look at when to outsource is to look at the repair cost per unit of work. If an organization finds that its own repair functions cost more per unit of work than the services provided by an outside maintenance provider, the shift becomes attractive. Sometimes, however, organizations go beyond that point before realizing the need and benefit, says John Sorenson, director of service operations at Honeywell Process Solutions (hpsweb.honeywell.com). Some indicators will be increased overtime of maintenance personnel, degradation of equipment reliability, increased complaints from operations, or the simple reason that the maintenance team is consumed with firefighting and spending less time on reliability-based activities, he says. access to specific skills (23% of respondents) and to focus employees on core needs (21%) once again indicating the role core competencies play in contracting MRO services. If manufacturing is the core business, they dont want to focus too much on maintenance, especially because modern production lines are becoming increasingly complex and might require highly skilled personnel and special service tools and equipment, says Rowena Coode, portfolio coordinator, product and process management, for Germanys SEW-Eurodrive (www.seweurodrive.com). Especially if certain skills and resources are used only from time to time, the customer faces the danger that the skills become outdated know-how fades or resources cant be fully utilized. The service categories that are contracted vary, but between a quarter and a third of companies participating in the survey indicated they outsourced cleaning and refurbishing (34%), fix or repair (33%), inspections (30%), equipment diagnostic services (30%), tuning and calibration (29%), preventive maintenance (28%), and predictive maintenance (25%).
www.PLANTSERVICES.Com FEbRuARy 2011 29
roll on
Figure 1. Paper mills are in the paper business, and MRO service providers might be better equipped to recruit maintenance personnel because its a core competency. (ABB)
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If youre producing paper or steel, thats your core business, says Magnus Pousette, vice president of reliability services in North America, Australia, and New Zealand for ABB (www.abb.com), which is contracted to do almost all of the maintenance services for paper and pulp giant Stora Ensos Finnish plants. Youll have a problem recruiting the same level of craftsperson for maintenance because youre not a maintenance company and cant provide the same career opportunities as a company that specializes in maintenance. This is when you should look at outsourcing. ABB has a career path for maintenance and reliability, explains Pousette (Figure 1). If you look at your OEE, which is how you measure efficiency or reliability, and dont see continuous improvement, you need some new thinking around it and somebody who will commit to your plants productivity, he says. One way to do that would be to outsource your M&R department.
If your maintenance costs are going out of control, if youre starting to have quality problems in your maintenance department, if youre starting to get a lot of breakdowns, if you want to make a strategic move and have a big effect in your organization or change the culture, this can help because no matter what the service provider will bring, it will bring a new way of thinking to change the current culture. Outsourcing for short-term financial gains isnt a good reason to outsource, says Pousette. If theyre cashhungry, they might outsource their storeroom, but thats a bad reason because youre only concern is to free up cash now, he says. The best reason to take the next step is if it will affect your overall equipment effectiveness positively.
Black and white and read all over
Outside the United States, organizations often have different maintenance needs and thus the contracted services might differ.
The make-or-buy decision cant be reduced to a mere cost comparison, says Andreas Reddemann, head of global service at Germanys SEWEurodrive. Criteria to be considered include the required know-how skills or qualification the required availability of systems as well as reaction times in emergency, the criticality of system, and the continuity of the resources required. Typical industries in Europe that contract maintenance services are building materials manufacturers, food and beverage, automotive, and pulp and paper, explains Michael Herbort, business development for service, SEW-Eurodrive. The chemical industry also is demanding, he says. All of these industries require reliable production. Especially in Germany, theres a big focus on the production. Most companies want to optimize their preventive and predictive maintenance. SEW offers an assortment of condition monitoring products and services. We have mobile condition monitoring solutions, which enable us to do an inspection at a specific point in time, explains Coode. We also have an arrangement of permanent condition monitoring solutions like vibration analysis, oil-aging analysis, and brake wear analysis. These are typical products for customers that want to avoid overservicing to save on costs and want to avoid unnecessary interruptions in production. In Germany, most ABB customers contract on a plant-by-plant basis with the head of the local maintenance department, says Reddemann. Typically end users have multiplebrand drive technology installed in their systems components that have accumulated sometimes over many years, he says. Today, many system operators prefer to have one service provider who carries out all the maintenance for the installed drive technology in the plant, along
with that of competitors. In Europe, its common practice for us to take on such contracts, especially for customers who already have a significant share of SEW-Eurodrive components installed in their systems. Our portfolio includes repair, overhaul, and predictive maintenance.
Opening MOveS
Just like chess players, who rely on strategic openings such at the Latvian Gambit or the Sicilian Defense to develop and control the game, organizations approach their maintenance outsourcing strategies with different plans of attack.
Our customers who are wellorganized and focused usually pick one provider, says Rob Bennett, product manager, Rockwell Automation Asset Management Portfolio (www.rockwellautomation.com). For companies with multiple facilities, we
have contracts where its us and many of our competitors, site by site. From a reliability perspective, you can tear into the data on a deeper level once youre across multiple locations. Stora Enso outsources its maintenance and reliability for six paper
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mills in Finland to ABB. This has given us the ability to build their corporate reliability function, says ABBs Pousette. The two most remote plants are about 600 miles apart, so those two arent close, but the language is the same. If you have plants that are close, then that would give you certain advantages like pooling resources, hosting more cost-effective training, and not just sharing, but providing a show and tell for best practices. Many companies want service on a plant-by-plant basis, but some might want contracts for regional clusters, such as Austria and Hungary, explains SEWs Coode. It really depends on the customers maintenance philosophy, she says. If the decision falls for a single outside contractor, the customer has the advantage that he only needs to deal with one supplier with whose service competence he is already familiar. At the end of the day, its prerequisite that the service provider also have a local infrastructure. In Europe, the automotive, building material, and chemical industries often prefer a multiple-plant contract, she says. If work needs to be executed across multiple facilities in a number of countries, its good to work with an international services contractor, says Endress+Hausers Keizers. This contractor needs to have uniformity or standardization of the performed services work in the different countries. For instance, you want to make sure that a flow meter calibration is performed the same way in India as in the United States or in China. Weve set up standardization of our services work performed worldwide. Having the same standardization regarding how asset life cycle management is handled in the different countries is a must, he adds. In some cases, where maintenance practices are not well documented or enforced across an organization, an outsourced MRO company also will improve consistency of practice, ex-
32
Chemical Engineering
Increase reliability and reduce down time of your critical rotating equipment with synthetic lubricants from Summit Industrial Products. Our lubricants keep your equipment running cooler, smoother, longer and more efficient.
figure 2. When a machine analyst collects vibration data from a forced draft fan at a 49 MW municipal waste combustion power generation plant in Haverhill, Massachusetts, it might be more cost-effective for that to be part of an outsourced machine condition monitoring program. (Azima DLi)
good vibrationS
plains Joe Van Dyke, president of Azima DLI (www.azimadli.com). Increasing the scale of MRO contracts can provide more favorable pricing to an enterprise, too, he says (Figure 2).
fixed price vS. t&M
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According to the 2009 ARC survey, almost two-thirds of maintenance contracting agreements are one to three years in length. The interesting aspect of the contract is how the services are priced. Forty-two percent of respondents said they use a fixed-price payment method, while 39% said they pay for time and materials (T&M). Even more interesting is that the leaderdesignated companies, those most often displaying best practices, were even more inclined toward fixed price by about 10%. The people who do the fixed-price maintenance contracts are those in the top 20% in performance, explains Ralph Rio, research director at ARC. Fixed-price projects are attractive to companies because the total project costs are defined up front, says Emersons Stedham, while T&M is attractive when the scope cant be fully defined. Fixed price is desirable where budget certainty is a high priority, adds Azima
34
February 2011 www.PLaNTSerVICeS.Com
DLIs Van Dyke. Fixed pricing can be linked to the quantity or scope of assets tracked and type of maintenance, monitoring, repairs, or testing done. T&M allows for cost savings when and where assets are in good shape and require less in-depth action. The disadvantage of T&M pricing is its tendency for costs to escalate as particular asset problems occur. A good mix that allows for a low-cost fixed-price basis on standard repeated activities plus allowances for T&M on expanded scope might be the most effective solution. Verweijs Heineken brewery uses T&M when the supplier needs only to execute the tasks and doesnt need to add value, he says. Unit rate, or fixed price, saves time and discussion and is used in more result-driven contracts, explains Verweij. Pousette says ABB never uses T&M to price its services. Its counterproductive to the customer because it drives more time and more materials and more money spent, he explains. We dont think it drives the right behavior in our organization. We then take the risk to pay for maintenance that might not have been planned because we manage it. Outsourcing is very much about who can manage the risk the best.
Reliability / SEALS
and blowers, depend on rotating shafts to operate safely and productively. These shafts must be equipped with reliable seals to prevent releases of potentially hazardous materials. The choices of seal technology for the given application are many. Mechanical seals are one option. In my experience, double-seal cartridge types are most common, says Dan Towse, senior consultant at T.A. Cooks (www.tacook. com) consulting office in Raleigh, North Carolina. We deal primarily with process machinery, with the notable exception of pumps, so mechanical packing is the most common seal we find in service, says Starkey Steuernagle, general manager at Meco Seal (www.mecoseal.com), a subsidiary of Woodex Bearing (www.woodex-meco.com). Specific seal types and models vary significantly from industry to industry, because the pump type, operating conditions, and fluid characteristics might require the design features that are unique to a specific seal type, says Michael Huebner, principal engineer at Flowserve (www.flowserve.com). Pusher style mechanical seals are the most common type, says Huebner, but the choice depends on the specific industry. Most industries have moved toward cartridge style seals because they simplify installations and generally improve reliability, he says.
MeasuRe MtbF
Like nearly every other device, sooner or later, regardless of the technology chosen, the shaft seal will exhibit signs of impending failure. The concept of mean time between fail36
February 2011 www.PLaNTSerVICeS.Com
ures (MTBF) might be elusive. Any discussion about MTBF must begin with a caveat that not all users define MTBF the same way, warns Huebner. He clarifies this by saying that, while the concept is simple, the actual definitions and recording methods used in industry vary widely. For example, if a seal fails because of a bearing failure, does that count as a seal failure? How does a user account for a seal that was changed out before failure? Different methods might be used even within the same company, which makes it difficult to compare MTBF data from different sources accurately. Much depends on what went into the seal selection and its installation and ongoing care. If the shaft run out, motor/ pump alignment, coupling condition, cooling, and PM and PdM of pump and motor are within design specifications, says Towse, Id expect 18-month to 2-year MTBF in a centrifugal pump application. Other factors include minimizing shock loading by means of soft starts and barrier fluid tank operation. Attention to such details should extend the average MTBF. Ive witnessed dramatic improvement in MTBF after the implementation of best practices methodology, timely PM/PdM practices, and an increase in operator awareness of asset reliability best practice, reports Towse. But such improvements arent automatic. MTBF has a direct correlation to an end users focus on reliability, says Huebner. End users who continuously identify causes of seal failures and address underlying problems see improvements in MTBF. Customers who dont try to improve reliability systematically generally dont see any improvements.
Reliability / SEALS
Safe Seal
figure 1. This air-purged, double-faced sanitary mechanical is designed for service in an ATEX environment on a pharmaceutical product mixer. Most seal failures can be avoided by checking the condition, the application, and the operation. (Meco-Woodex) MonitoR and pRedict
figure 2. This elastomer-free, mechanically driven, double-faced seal is installed on a vacuum dryer for plastics resins. Operators monitor seal performance and cavity pressure to keep it slightly higher than pressure inside the vessel. (Meco-Woodex)
Failures come in many flavors. Seals often fail as a result of other equipment damage, says Steuernagle. Constant high shaft runout causes packing to wear and fail prematurely; the presence of abrasive process material between shaft and packing often damages shafts. Bearing failures frequently result in failure of packing and mechanical shaft seals. Towse cuts to the chase. The primary causes of failure are poor PM and PdM practices, process upsets, and operator error, he says. There have been studies on seal failure that show the wide range of failure modes seen in industry, adds Huebner. The predominant seal failures are caused by poor equipment condition and operation of the seal outside of the seals rated operating window. These manifest themselves in failure modes such as dry running, fretting, broken faces, hang-up, and heavy face wear (Figure 1). Most seal failures can be addressed by ensuring pumps are in good condition, the seal OEM understands the application, and the user operates the equipment correctly. Maintenance teams have been focused on predictive technologies for many years now. Its a source of competitive advantage. The most useful predictive technologies for seals are those that are actually performed, says Paul Wehrle, chief engineer at Meco. In purged, double-face seals, monitoring the quality of purge retention often can predict the need for seal maintenance, he says. Monitoring purge/barrier fluid pressures and retention is useful, but performance monitoring should always include regular visual inspections of the seals, adds Steuernagle. This informs, not only regarding the condition of the seal, but also of other aspects of machine operation that might affect sealing. Most of the current techniques involve monitoring different aspects of the seal and support system and providing early detection of a degradation in performance, says Huebner. Some of these are as simple as upgrading from switches
to transmitters, which allows the user to trend performance over time, he says. Other methods might be more complex and involve monitoring specific aspects of the seal or system. This is still an area of development for the sealing industry. Towse argues that maintenance teams should focus on vibration analysis, leak detection visual or VOC sampling and repair. While there might be several approaches to predictive maintenance, not all practices are equally valuable, and predictive maintenance doesnt work if frequencies arent aligned with process conditions, he warns. The biggest confusion in industry is that most users consider an early failure detection as a predictive technique, adds Huebner. In practice, predictive maintenance should allow the user to know the condition of the equipment and detect a degradation before it affects performance. Relying on failure detection is too late and prompts a reactive response instead of a proactive plan.
Run, failuRe, Run
Predictive maintenance and root cause analysis consume resources, time, and money. There exists some economic balance between the cost of idealized maintenance and the potential cost of seal failure. Run-to-failure is not a good practice because of the additional damage that could occur to the sealing surfaces and associated equipment, explains Towse. Steuernagle agrees. Run-to-failure requires a willingness to accept not only uncontrolled leakage and product loss, but also the ancillary consequences of seal failure: damaged shafts and bearings or gearboxes, and unpredicted, lost production time, usually when its least affordable, he says. Nonetheless, many facilities use run-to-failure as standard practice, accepting the costs of unplanned downtime and machinery damage in the interest of continuing production and filling orders as long as possible. Run-to-failure is a concept that has historically been used
www.PLANTSERVICES.Com FEbRuARy 2011 37
RELIABILITY / SEALS
across most industries, so it has some level of practicality, argues Huebner. Is it the most e ective method to operate equipment? he asks. Clearly, theres supporting evidence that runto-failure is a more expensive method of operating equipment and will lead to more unscheduled down time than
proactive techniques. Environmental and safety considerations also are important justi cations for moving away from a run-to-failure strategy.
KNOW YOUR APPLICATION
Just as all maintenance philosophies are not created equal, seal applica-
tions di er, as well, running from simple to di cult or impossible. Large agitator sha applications are di cult because of varying operation conditions, explains Towse. If vessel levels are allowed to run low and sha RPM is too high, sha wipe can cause seal damage. He also mentions extreme conditions such as heavy solids/slurry, high pressure, high temperatures, and operating outside of the prescribed pump curve as potential hazards to seals. e most di cult applications are those with a large number of unknown factors in the application, says Huebner. is might include unknown or under-communicated uid properties, equipment design, operating procedures, or customer expectations. ere also are some applications for which the environment simply isnt suitable for a mechanical seal, and these might require modifying equipment or the operating conditions. If all the factors are known up front, most applications can be sealed e ectively. Seal failures occur, and catastrophic failures can be dangerous. Sha seals contain a vast assortment of processes and chemistries, at a wide range of pressures and temperatures, says Steuernagle. Seal failures can result in release of toxic, corrosive, ammable, or explosive substances into the workplace, posing risks of explosion or con agration, in addition to personnel health risks. Even more benign process materials, if leaked uncontrollably, can produce severe damage to bearings and gearboxes, requiring costly shutdowns and repairs. e most catastrophic seal failures are generally tied to a failure of some other component in the host equipment, says Huebner. e most common could be seal failures caused by failed pump bearings or a broken pump sha , he says. Catastrophic failure is possible if a motor doesnt trip out on amperage loads, advises Towse. e resulting e ect could cause severe damage to
38
the seal body, thereby increasing the possibility of fluid containment loss. Obviously, maintenance teams dont want to be forced to deal with catastrophic seal failures. The idea is to prevent them. To that end, those maintenance teams can take affirmative action.
Prevention Precedes failure
320 x 240 resolution because you said bigger is denitely better Rugged design because not every job happens at ground level
Preventive maintenance is the first step, says Wehrle. Depending on the type of seal installed, any of a variety of predictive technologies might apply, but an effective one should be adopted and practiced. The seal manufacturers instructions should provide guidance. Monitor the seal performance and anticipate leakage with adjustment or repair (Figure 2). Dont wait for the seal to leak. Once leakage is observed, process material has already passed between the sealing elements, and some damage to the seal with associated risk from any hazards inherent to the process material has likely already occurred. The best approach to preventing any seal failure is to understand the root cause of failure and take direct action to prevent the cause from recurring, adds Huebner. In many cases, an end user simply puts in another seal hoping for a better outcome, he says. Identifying and correcting underlying causes are the most critical aspects to preventing failure. The biggest obstacle to being successful with this is that most failure causes ultimately have their roots in procedures and behaviors. Its fairly easy to fix one problem; its much more difficult to build a culture and infrastructure to prevent problems from occurring in the first place.
Power imPact
Using a shaft seal of any type results in a torsional drag the applications prime mover must overcome. Thats the ante needed to get into the game. In the case of an electric motor, this means youre paying for power consumption that isnt being used to move process fluid. Torque loading is application-specific, advises Wehrle, and its effect can vary from slight to significant. Mechanical seals generally produce less torsional drag than
Reliability / SEALS
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packing. Measuring current draw on the drive motor will often prove informative when changing from one type of seal to another. Changes in seal design have, in some cases, resulted in more than a 30% reduction in motor current. All power consumption attributable to a mechanical seal is ultimately related to its torsional drag, adds Huebner. This comes from two components: the contact between the seal faces and the viscous drag of the rotating components in the seal chamber, he explains. In most typical applications, the seal face-generated power is significantly greater than the fluid shear power requirements from the rotating components. As the seal gets larger and the rotational speeds get higher, the power requirements of the
rotating components can also become significant. To minimize torsional drag, choose a seal with face loading appropriate to the process, where possible, suggests Steuernagle. With mechanical packing, apply only enough compression to prevent leakage, he advises. When using packed gland seals with fluids, a slow, steady weepage of seal water or process fluid is usually required to minimize friction. In fluid sealing, maintaining proper barrier fluid flow and pressure in mechanical seals is required. Viscous shear is proportional to velocity, area, and fluid viscosity, and inversely proportional to the film thickness, explains Huebner. Changes in any of these variables affect the viscous drag on the seal, he says. In some cases, it might be beneficial to use seals with a flexible stationary element because they tend to have smaller rotating components. In other cases, it might be useful to use a lower viscosity barrier fluid on dual seals. On the seal faces, it might be beneficial to use a hydrodynamic face design, which would reduce contact pressure and therefore face friction. Using seal face materials with an inherently low coefficient of friction also is useful. One of the most significant reductions in torsional drag can come from using dual gas seals, says Huebner. Gas seals eliminate fluid contact from a larger part of the seal and in the film between the seal faces.
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butes, but it requires a commitment and resources from the organization to make it work. The trick is finding the numbers that the C-Suite is following, such as production revenue, and then building a case with those numbers in mind, says Terrence Cullen, director of field services for Azima DLI (www.AzimaDLI. com). If the C-suite isnt following MTBF or reduced parts inventory or repair cost, dont waste your time trying to justify your program based on those numbers. Azima DLI provides a list of the top 10 ways PdM can have a positive effect on the spreadsheet. It can help your plant to: 1. avoid late shipments/lost opportunity 2. be safer planned work is safer than emergency or breakdown stops and restarts 3. prevent environmental damage/regulatory violations risk mitigation 4. mitigate the experienced worker shortage you dont need as many of those guys around all the time in case of a breakdown 5. avoid downtime/lost production 6. catch degradation in output level or quality before it drops too far 7. reduce repair time have skills, parts, tools, and information planned and ready, avoid overtime 8. reduce consequential damages to other things that get wrecked when you run to failure 9. avoid utility penalty charges 10. eliminate distractions to production workers unplanned breakdowns result in confusion, tension, loss of morale, lost productivity. When a user can zero in on bad actors, when they can maximize the predictive diagnostics information in the plant, they find opportunities for improved maintenance and operations practices, says Dan Stedham, asset optimization (AO) services global program manager, operational excellence/AO services marketing manager Emerson Process Management (www.assetweb.com). In Europe, building materials manufacturers, food & beverage, automotive, pulp & paper, and the chemical industry require reliable production, explains Michael Herbort, business development for service in Germany for SEW-Eurodrive (www.seweurodrive.com). Especially in Germany, he says, theres a big focus on the production.
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48
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following a predictable timetable. As each occasion approaches, many questions are asked. Do we take an open look at the options? Do we understand what technology or methods are available? Do we have other plants using different approaches that deliver higher efficiencies? Are competitors gaining efficiency through technologies or management approaches? Its even more important to ask these questions before new factories or production lines are built. Even if alternatives are investigated, too often inertia biases our perception of the investment effects. Replacing the status quo with comparable technology has predictable costs and few implementation uncertainties. It has known outcomes, including efficiency gains. Adopting significantly more energy-efficient solutions involves more uncertainty in terms of overall investment and implementation risks. Comfort with familiarity can take over. Risks for replacements are underestimated, whereas those for new solutions get overstated. The efficiency gains for the replacement path are seen as predictable and guaranteed, but less believable for new approaches. This is even more true if alternatives give breakthrough efficiency gains of 30% or more. This built-in security bias is reinforced by the way future energy costs are estimated, making the conventional outcome look more like a forgone conclusion. History tells us one thing about energy costs theyre unpredictable and future price volatility is likely to be greater. Returns for an energy-efficiency investment are defined by avoided future costs, obviously making the assumptions on future energy
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February 2011 www.PLaNTSerVICeS.Com
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