Reliability and Condition-Based Maintenance Analysis of Deteriorating Systems Subject to Generalized Mixed Shock Model

For successful commercialization of evolving devices (e.g., micro-electro-mechanical systems, and biomedical devices), there must be new research focusing on reliability models and analysis tools that can assist manufacturing and maintenance of these devices. These advanced systems may experience multiple failure processes that compete against each other. Two major failure processes are identified to be deteriorating or degradation processes (e.g., wear, fatigue, erosion, corrosion) and random shocks. When these failure processes are dependent, it is a challenging problem to predict reliability of complex systems. This research aims to develop reliability models by exploring new aspects of dependency between competing risks of degradation-based and shock-based failure considering a generalized mixed shock model, and to develop new and effective condition-based maintenance policies based on the developed reliability models. In this research, different aspects of dependency are explored to accurately estimate the reliability of complex systems. When the degradation rate is accelerated as a result of withstanding a particular shock pattern, we develop reliability models with a changing degradation rate for four different shock patterns. When the hard failure threshold reduces due to changes in degradation, we investigate reliability models considering the dependence of the hard failure threshold on the degradation level for two different scenarios. More generally, when the degradation rate and the hard failure threshold can simultaneously transition multiple times, we propose a rich reliability model for a new generalized mixed shock model that is a combination of extreme shock model, δ-shock model and run shock model. This general assumption reflects complex behaviors associated with modern systems and structures that experience multiple sources of external shocks. Based on the developed reliability models, we introduce new condition-based maintenance strategies by including various maintenance actions (e.g., corrective replacement, preventive replacement, and imperfect repair) to minimize the expected long-run average maintenance cost rate. The decisions for maintenance actions are made based on the health condition of systems that can be observed through periodic inspection. The reliability and maintenance models developed in this research can provide timely and effective tools for decision-makers in manufacturing to economically optimize operational decisions for improving reliability, quality and productivity.Industrial Engineering, Department o

Importance Measure-Based Maintenance Strategy Considering Maintenance Costs

Maintenance is an important way to ensure the best performance of repairable systems. This paper considers how to reduce system maintenance cost while ensuring consistent system performance. Due to budget constraints, preventive maintenance (PM) can be done on only some of the system components. Also, different selections of components to be maintained can have markedly different effects on system performance. On the basis of the above issues, this paper proposes an importance-based maintenance priority (IBMP) model to guide the selection of PM components. Then the model is extended to find the degree of correlation between two components to be maintained and a joint importance-based maintenance priority (JIBMP) model to guide the selection of opportunistic maintenance (OM) components is proposed. Also, optimization strategies under various conditions are proposed. Finally, a case of 2H2E architecture is used to demonstrate the proposed method. The results show that generators in the 2E layout have the highest maintenance priority, which further explains the difference in the importance of each component in PM

Maintenance Strategies Design and Assessment Using a Periodic Complexity Approach

People become more dependent on various devices, which do deteriorate over time and their operation becomes more complex. This leads to higher unexpected failure chance, which causes inconvenience, cost, time, and even lives. Therefore, an efficient maintenance strategy that reduces complexity should be established to ensure the system performs economically as designed without interruption. In the current research, a comprehensive novel approach is developed for designing and evaluating maintenance strategies that effectively reduce complexity in a cost efficient way with maximum availability and quality. A proper maintenance strategy application needs a rigorous failure definition. A new complexity based mathematical definition of failure is introduced that is able to model all failure types. A complexity-based metric, complication rate , is introduced to measure functionality degradation and gradual failure. Maintenance reduces the system complexity by system resetting via introducing periodicity. A metric for measuring the amount of periodicity introduced by maintenance strategy is developed. Developing efficient maintenance strategies that improve system performance criteria, requires developing the mathematical relationships between maintenance and quality, availability, and cost. The first relation relating the product quality to maintenance policy is developed using the virtual age concept. The aging intensity function is then deployed to develop the relation between maintenance and availability. The relation between maintenance and cost is formulated by investigating the maintenance effect on each cost element. The final step in maintenance policy design is finding the optimum periodicity level. Two approaches are investigated; weighted sum integrated with AHP and a comfort zones approach. Comfort zones is a new developed physical programming based optimization heuristic that captures designer preferences and limitations without substantial efforts in tweaking or calculating weights. A mining truck case study is presented to explain the application of the developed maintenance design approach and compare its results to the traditional reward renewal theory. It is shown that the developed approach is more capable of designing a maintenance policy that reduces complexity and simultaneously improves some other performance measures. This research explains that considering complexity reduction in maintenance policy design improves system functionality, and it can be achieved by simple industrially applicable approach

A unified methodology of maintenance management for repairable systems based on optimal stopping theory

This dissertation focuses on the study of maintenance management for repairable systems based on optimal stopping theory. From reliability engineering’s point of view, all systems are subject to deterioration with age and usage. System deterioration can take various forms, including wear, fatigue, fracture, cracking, breaking, corrosion, erosion and instability, any of which may ultimately cause the system to fail to perform its required function. Consequently, controlling system deterioration through maintenance and thus controlling the risk of system failure becomes beneficial or even necessary. Decision makers constantly face two fundamental problems with respect to system maintenance. One is whether or when preventive maintenance should be performed in order to avoid costly failures. The other problem is how to make the choice among different maintenance actions in response to a system failure. The whole purpose of maintenance management is to keep the system in good working condition at a reasonably low cost, thus the tradeoff between cost and condition plays a central role in the study of maintenance management, which demands rigorous optimization. The agenda of this research is to develop a unified methodology for modeling and optimization of maintenance systems. A general modeling framework with six classifying criteria is to be developed to formulate and analyze a wide range of maintenance systems which include many existing models in the literature. A unified optimization procedure is developed based on optimal stopping, semi-martingale, and lambda-maximization techniques to solve these models contained in the framework. A comprehensive model is proposed and solved in this general framework using the developed procedure which incorporates many other models as special cases. Policy comparison and policy optimality are studied to offer further insights. Along the theoretical development, numerical examples are provided to illustrate the applicability of the methodology. The main contribution of this research is that the unified modeling framework and systematic optimization procedure structurize the pool of models and policies, weed out non-optimal policies, and establish a theoretical foundation for further development

A Condition-Based Maintenance Model for Assets with Accelerated Deterioration Due to Fault Propagation

Complex industrial assets such as power transformers are subject to accelerated deterioration when one of its constituent component malfunctions, affecting the condition of other components, which is a phenomenon called fault propagation. In this paper, we present a novel approach for optimizing condition-based maintenance policies for such assets by modelling their deterioration as a multiple dependent deterioration path process. The aim of the policy is to replace the malfunctioned component and mitigate accelerated deterioration at minimal impact to the business. The maintenance model provides guidance on determining inspection and maintenance strategies to optimize asset availability and operational cost.This is the author accepted manuscript. The final version is available from IEEE via http://dx.doi.org/10.1109/TR.2015.243913

Modèles de fiabilité et de maintenance prédictive de systèmes sujets à des défaillances interactives

RÉSUMÉ: L’interaction des défaillances est une thématique qui prend une ampleur considérable dans le monde de la recherche industrielle moderne. Les systèmes sont de plus en plus complexes et leurs fonctionnements et défaillances sur le long terme sont sujets à diverses sources d’influence internes et externes. Les actifs physiques en particulier sont soumis à l’impact du temps, de l’environnement et du rythme de leur utilisation. Connaître ces sources d’influence n’est pas suffisant car il importe de comprendre quelles sont les relations qui les lient afin de planifier de façon efficiente la maintenance des actifs. En effet, cette dernière peut s’avérer très couteuse et sa mauvaise planification peut conduire à l’utilisation de systèmes dangereux pouvant engendrer des évènements catastrophiques. La fiabilité est un vaste domaine. Elle propose une large panoplie de modèles mathématiques qui permettent de prédire le fonctionnement et les défaillances des actifs physiques. Ceci dit, les concepts des modèles les plus appliqués à ce jour se basent sur des hypothèses parfois simplistes et occultent bien souvent certaines relations de dépendances qui régissent un système. L’interaction des défaillances dans le cadre des dépendances stochastiques est abordée par de nombreux travaux de recherches. Par contre, la compréhension et l’implémentation de ces travaux demeurent un défi pour les spécialistes en maintenance qui ont besoin de modèles réalistes pour une maintenance préventive efficace. Cette thèse traite de la fiabilité et la maintenance prédictive des actifs physiques en exploitation et sujets à divers modes de défaillance interactifs. Elle établit avant tout l’importance d’accorder une attention particulière à l’interaction des défaillances dans le domaine de la fiabilité et de la maintenance. Dans une revue de littérature, les concepts et les méthodes de modélisation et d’optimisation en fiabilité et en maintenance préventive sont présentés. Les divers types de dépendances dans un système sont discutés. Un cas d’application, à savoir celui des ponceaux en béton, est proposé. Les travaux entrepris par la suite fournissent avant tout un cadre pour la modélisation de la fiabilité incluant l’interaction des défaillances. A cette fin, une étude comparative des modèles existants les plus pertinents est effectuée de points de vue conceptuel, méthodologique et applicatif. Le cadre étant défini, un modèle basé sur les chocs extrêmes et les chaînes de Markov est construit afin de valoriser le caractère séquentiel des défaillances interactives. Cette proposition est améliorée pour prendre en compte la dégradation du système. Une stratégie de maintenance prédictive est conséquemment développée. Toutes ces approches sont appliquées à un ensemble de ponceaux en béton observés sur plusieurs années. Cela permet d’expliquer les dépendances entre l’occurrence de déplacements et l’occurrence de fissures dans une structure. Tous ces concepts et résultats sont finalement discutés afin de déterminer des perspectives réalistes pour une étude approfondie de l’interactivité d’un point de vue fiabiliste et dans un but stratégique pour la planification de la maintenance.----------ABSTRACT: Failure interaction is a subject gaining growing attention in the world of modern industrial research. Systems are becoming increasingly complex. Their life cycles are subject to various internal and external influences. Physical assets in particular are impacted by time, environment and usage. Knowing these sources of influence is not enough. Indeed, it is important to understand the relationships between them in order to plan effectively for the maintenance of assets. Maintenance can be quite expensive. Thus, poor planning can lead to dangerous systems that could cause catastrophic events. Reliability engineering offers a wide range of mathematical models to predict failures. That being said, the concepts of the most widely applied models in the industry are often based on simplistic assumptions and tend to overlook certain dependencies within a system. Failure interaction in the context of stochastic dependencies is largely addressed in the literature. However, understanding and implementing the proposed approaches remains a challenge for maintenance specialists that need realistic models for efficient maintenance planning. This thesis focuses on the reliability and predictive maintenance of physical assets subject to interactive failure modes. First of all, it emphasizes the importance of paying particular attention to failure interaction. In a literature review, the concepts and methods for modeling and optimizing reliability and preventive maintenance are presented. The diverse dependencies in a system are discussed. A case study is proposed, namely concrete culverts. Subsequently, the research provides a framework for modeling reliability that integrates the interaction of failures. To this end, the most relevant models in the literature are comparatively studied from a conceptual, methodological and applicative point of view. In the defined framework, a model based on extreme shocks and Markov processes is built in order to represent the sequential nature of interactive failures. This approach is extended to take into account the natural degradation of a system. A predictive maintenance strategy is consequently developed. All these models are applied to a set of concrete culverts observed over several years. The dependences between the occurrence of displacements and the occurrence of cracks in a structure are explained through these approaches. Finally, these concepts and results are discussed in order to determine realistic perspectives for in-depth studies of the impact of failure interaction on reliability and for strategic maintenance plannin

A review on maintenance optimization

To this day, continuous developments of technical systems and increasing reliance on equipment have resulted in a growing importance of effective maintenance activities. During the last couple of decades, a substantial amount of research has been carried out on this topic. In this study we review more than two hundred papers on maintenance modeling and optimization that have appeared in the period 2001 to 2018. We begin by describing terms commonly used in the modeling process. Then, in our classification, we first distinguish single-unit and multi-unit systems. Further sub-classification follows, based on the state space of the deterioration process modeled. Other features that we discuss in this review are discrete and continuous condition monitoring, inspection, replacement, repair, and the various types of dependencies that may exist between units within systems. We end with the main developments during the review period and with potential future research directions

Component redundancy allocation in optimal cost preventive maintenance scheduling

This work presents a methodology to assist maintenance teams in defining the maintenance schedule and redundancy allocation that minimise the life-cycle average cost of a system. The minimal data required are three average costs and one reliability function. This methodology is useful in a system design phase, since in this situation data is usually scarce or inaccurate, but can also be applied in the exploration phase. It consists of an adaptation of the classical optimal age replacement method, combined with a redundancy allocation problem. A set of simple illustrative examples covering a variety of operating conditions is presented, demonstrating quantitatively the applicability of the methodology to a range of maintenance optimisation decisions