state of the industry: predictive maintenance · how industry leaders in oil & gas, energy, and...
TRANSCRIPT
![Page 1: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/1.jpg)
eHANDBOOK
State of the Industry: Predictive Maintenance
![Page 2: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/2.jpg)
TABLE OF CONTENTSHolding Together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Our 2018 predictive maintenance survey suggests that obstacles to PdM
success are being overcome by motivated plant teams and their partners
Smile and Say PdM! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
2018 snapshot shows an industry ready for next digital steps
The Road to RxM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
How industry leaders in oil & gas, energy, and more are mapping out
the prescriptive maintenance future.
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 2
GET THE FULL SET OF 2018 PdM SURVEY RESULTS
Want to see the full set of data from the Plant Services 2018 PdM survey?
Go to http://plnt .sv/1810-PDM and register to download and share your copy of the results .
www.plantservices.com
S M A R T S O L U T I O N S F O R M A I N T E N A N C E & R E L I A B I L I T Y
Expand your workforce for free!
P.17
Mine like MikeP.37
Your comprehensive guide to power quality
P.38
Helping new hires succeedP.50
HOLDINGTOGETHER
Our 2018 predictive maintenance survey suggests that obstacles to PdM success are being overcome by motivated plant
teams and their partners
![Page 3: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/3.jpg)
It has been more than 18 months since the last Plant Services survey on predictive mainte-
nance – a stretch of time during which manufacturing has seen a resurgence in the United
States, with 17 of the 18 major industries in growth mode, according to the Institute for Sup-
ply Management. Interest in the IoT and cloud-based technologies is sky-high and, at 3.7%,
unemployment is way low.
The results of this year’s PdM survey reflect the optimism in our industry. We’re able now
to look back across five years of data, thanks to your continued interest and input into this
research project. Although much of the data indicated only slight differences from 2017,
several new insights emerged that had not been observed across previous years – specifi-
cally, increased outsourcing and servitization of predictive maintenance activities, and fewer
perceived obstacles to PdM program success.
The full set of 2018 survey data are available at http://plnt.sv/1810-PDM.
Read on for survey highlights, and come back in November for additional
analysis from several leading industry experts.
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 3
Holding TogetherOur 2018 predictive maintenance survey suggests that obstacles to PdM success are being overcome by motivated plant teams and their partnersHOLDING
TOGETHEROur 2018 predictive maintenance survey suggests that obstacles to PdM success are being overcome by motivated plant
teams and their partners
By Thomas Wilk, Editor-in-Chief
![Page 4: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/4.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 4
SERVITIZATION AND OUTSOURCINGThe first big surprise in the
survey data came within
responses to the first three
questions, which are de-
signed to establish a basic
demographic profile of
respondents. Figures 1, 2,
and 3 chart out the primary
job function of this year’s
respondents, the number
of plants their organization
manages, and the size of
the maintenance and reli-
ability staff.
When it comes to reported
job titles, we observed a
moderate rise in the num-
ber of reliability engineers,
maintenance technicians,
and controls engineers; in
fact, since 2014, the number
of people in these roles has
in each survey. Also of note,
the reduction in the number
of plant managers seems to
have halted in 2018, after a
significant drop from 2014-
2017. It’s more difficult to
identify patterns in the data
on number of plants man-
aged, aside from a trend in
the rise of companies that
manage 2-5 plants.
WHAT IS YOUR PRIMARY JOB FUNCTION? 2014 2017 2018
Plant manager
Plant engineer
Maintenance manager
Maintenance engineer
Maintenance technician
Reliability engineer
Reliability technician
Controls engineer
figure 1
12.8%6.7%6.9%
15.2%4.5%4.6%
24.2%22.5%19.5%
7.1%12.4%12.6%
7.1%7.9%11.5%
9.0%15.7%20.7%
7.1%12.4%9.2%
5.2%5.6%6.9%
HOW MANY TOTAL PLANTS DOES YOUR ORGANIZATION MANAGE? 2014 2017 2018
figure 2
1 plant
2-5 plants
6-15 plants
More than 15
35.9%
21.9%
20.7%
29.3%
31.5%
37.9%
13.7%
16.3%
20.7%
21.2%
30.3%
20.7%
HOW BIG IS THE MAINTENANCE AND RELIABILITY STAFF AT YOUR PLANT? 2017 2018
figure 3
Just me (the MRO is outsourced)
2-4 people
5-10
11-50
51-100
More than 100
2.8%6.9%
16.0%24.1%
27.1%10.3%
35.9%35.6%
9.9%13.8%
8.3%9.2%
![Page 5: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/5.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 5
However, the data in Figure
3 (the size of maintenance
and reliability teams) point
to a very interesting trend: a
significant rise in the level of
outsourced MRO. After stay-
ing relatively stable from
2016 to 2017, the share of
people reporting that they
fully outsource this function
jumped by nearly 150% from
2017 (2.8%) to 2018 (6.9%).
The rest of the data from
Figure 3 indicate that the
middle ground is shrinking
on whether to outsource
work in this area, as the
numbers of both smaller
(2-4 people) and larger
(51-100 people) teams
increased, and the number
of teams in the middle fell,
especially teams of 5-10
people. One possible expla-
nation for this trend is that
plants used the industry
momentum of the past year
to either add to their teams
or seek out maintenance/
reliability partners external
to the organization.
Data from Figures 4 and 5
help put these data in con-
text. When asked if they are
using OEM-enabled remote
monitoring technologies
or services (see Figure 4),
respondents indicated an
increase in their current
use of these services and
forecast an increase in use
within the next three years;
there also was a drop in
the share of those who
reported they have no plans
to engage with partners
outside the organization.
Figure 5 illustrates the fre-
quency with which survey
respondents share their PdM
data, and with which types
of teams they share. Plant
teams seem increasingly
figure 4
Using now
In this year’s budget
Within 3 years
No plans
ARE YOU USING OEM-ENABLED REMOTE MONITORING TECHNOLOGIES AND/OR SERVICES?
1.7%%
27.1%
45.8%25.4%
2017 2018
6.2%
15.0% 60.2%
18.6%
WHO USES THE INFORMATION PROVIDED BY YOUR PdM SYSTEMS AND WITH WHAT FREQUENCY?
Never Weekly Monthly Quarterly
2014 2017 2018 2014 2017 2018 2014 2017 2018 2014 2017 2018
In-house maintenance
8.0% 6.2% 11.9% 59.4% 48.7% 45.8% 20.3% 33.6% 23.7% 12.3 11.5% 18.6%
In-house operations
29.0% 32.7% 39.0% 39.1% 34.5% 37.3% 24.6% 16.8% 13.6% 7.2% 15.9% 10.2%
In-house reliability engineers
31.9% 21.2% 22.0% 40.6% 44.2% 45.8% 16.7% 27.4% 20.3% 10.9% 7.1% 11.9%
Totally outsourced 65.2% 76.1% 59.3% 8.0% 6.2% 10.2% 14.5% 10.6% 13.6% 12.3% 7.1% 16.9%
Third-party remote monitoring
73.9% 76.1% 81.4% 10.9% 11.5% 5.1% 4.3% 8.8% 3.4% 10.9% 3.5% 10.2%
OEM supplier 71.7% 69.0% 76.3% 8.0% 6.2% 5.1% 7.2% 12.4% 5.1% 13.0% 12.4% 13.6%
figure 5
![Page 6: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/6.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 6
willing to share their data on a quarterly ba-
sis with partners outside the plant, and that
the share of respondents who would “never”
totally outsource PdM work is dropping.
Taken together, these data reflect an in-
creased interest in the servitization of PdM
work and an increased opportunity for third
parties to partner with industrial organiza-
tions to deliver these services. This trend
also aligns with the general challenge in our
industry to bridge the skills gaps left by re-
tirements in a period of low unemployment:
If full-time talent is difficult to find, then it
makes sense to explore which partners might
be available to drive PdM program success.
HOLDING YOUR PROGRAMS TOGETHERAt the heart of the Plant Services PdM sur-
vey are the questions on which technologies
respondents are using and how satisfied
they are with their PdM programs. Figure
6 provides the data on the first question,
WHICH PdM TECHNOLOGIES HAVE YOU DEPLOYED?
Using now In this year’s budget Within 3 years No plans
2014 2017 2018 2014 2017 2018 2014 2017 2018 2014 2017 2018
Vibration 60.0% 70.5% 64.1% 5.8% 9.8% 7.8% 12.9% 7.6% 12.5% 21.3% 12.1% 15.6%
Ultrasound 45.5% 59.1% 60.9% 5.2% 12.1% 6.3% 16.9% 7.6% 7.8% 32.5% 21.2% 25.0%
Acoustic 24.7% 34.4% 21.9% 6.5% 5.3% 4.7% 14.3% 16.0% 15.6% 54.5% 44.3% 57.8%
Corrosion 33.8% 45.0% 28.6% 7.8% 3.1% 11.1% 14.9% 10.7% 14.3% 43.5% 41.2% 46.0%
Infrared 65.8% 74.8% 71.4% 3.9% 3.1% 3.2% 15.5% 7.6% 6.3% 14.8% 14.5% 19.0%
Oil analysis 62.3% 73.5% 74.6% 4.5% 5.3% 6.3% 15.6% 6.1% 4.8% 17.5% 15.2% 14.3%
Predictive modeling software
17.5% 20.6% 11.1% 6.5% 10.7% 6.3% 25.3% 19.8% 33.3% 50.6% 48.9% 49.2%
Electric motor testing
50.0% 47.0% 42.9% 5.8% 9.8% 9.5% 14.9% 21.2% 17.5% 29.2% 22.0% 30.2%
PLEASE RATE THE OBSTACLES LIMITING THE SUCCESS OF YOUR PdM INITIATIVES
Not a factor Low Medium High
2014 2017 2018 2014 2017 2018 2014 2017 2018 2014 2017 2018
Budget constraints 5.8% 6.8% 10.9% 14.3% 18.2% 20.3% 37.7% 40.9% 48.4% 42.2% 34.1% 20.3%
Undefined financial benefits
9.1% 10.6% 17.2% 18.8% 27.3% 29.7% 46.1% 39.4% 35.9% 26.0% 22.7% 17.2%
Undefined operational benefits
16.9% 9.1% 15.6% 26.6% 33.3% 29.7% 39.6% 45.5% 40.6% 16.9% 12.1% 14.1%
Limited engineering resources
16.2% 10.6% 12.5% 22.7% 22.0% 28.1% 42.9% 39.4% 32.8% 18.2% 28.0% 26.6%
Poor program execution
24.0% 16.7% 17.2% 32.5% 25.8% 37.5% 30.5% 40.9% 29.7% 13.0% 16.7% 15.6%
Lack of executive support
24.2% 16.7% 20.3% 23.5% 25.0% 29.7% 35.9% 35.6% 29.7% 16.3% 22.7% 20.3%
figure 6
figure 7
![Page 7: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/7.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 7
with many of the responses
holding steady from 2017
to 2018. After several years
of having three PdM tech-
nologies (infrared, vibration,
and oil analysis) achieve a
reported use rate of 70% or
higher, this year saw vibra-
tion analysis fall back to
64.1%. Also, ultrasound con-
tinued its gradual rise in use,
breaking through into the
60s this year with a reported
use rate of 60.9%.
Beyond the big four, no
other technology achieved a
use rate higher than electric
motor testing did at 42.9%.
Predictive modeling software
dropped to a meager 11.1%
use rate, with almost 50% of
respondents saying they had
no plans to consider using
predictive modeling.
Although 2018 survey data
on use of various technolo-
gies didn’t deliver major
surprises, it did confirm
that PdM technologies (and
by extension, proactive
maintenance approaches)
are stable and mature. The
benefits of predictive main-
tenance are familiar and
widely known, both financial
and operational, and PdM
programs enjoy more execu-
tive support than ever.
A quick glance at the data in
Figure 7 reinforces the sense
that confidence in PdM pro-
grams is high. The perception
among respondents that an
obstacle was either “high”
or “medium” dropped nearly
across the board, and “low”
or “not a factor” increased
in all but one area. This is a
startling result, striking in its
consistency, especially since
it was only two years ago
that plant teams reported
having significant difficulty
articulating the financial and
operational benefits of their
programs. Also, in the area of
program execution, the share
of respondents indicating this
as a high or medium chal-
lenge dropped from 57.6% in
2017 to 45.3% this year.
The data on overall PdM
program satisfaction, as
reported in Figure 8, sug-
gest slightly reduced levels
of satisfaction this year
as compared with 2017.
However, the share of
respondents who defined
their programs as “satis-
factory” remained virtu-
ally unchanged, indicating
confidence in PdM’s ability
to generate benefits.
REACTIVE OR PROACTIVE? AND, HOW PROACTIVE?The final data set we’ll con-
sider deals with maintenance
approaches that respondents
report using and the extent
to which respondents are
applying internet-enabled
and mobile technologies to
conduct predictive work.
Figures 9, 10, and 11 feature
respondents’ answers about
the approaches they take to
PdM PROGRAM: PERFORMANCE COMPARISON, 2014-2017
2014 2017 2018
Not effective 15.5% 8.4% 12.5%
Needs some improvement 40.3% 45.8% 45.3%
Satisfactory 24.8% 21.4% 21.9%
Effective 15.5% 17.6% 15.6%
Very effective 3.9% 6.9% 4.7%
figure 8
![Page 8: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/8.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 8
reactive and proactive main-
tenance. The data in Figure
9 are encouraging in that the
share of survey respondents
engaged with proactive
maintenance (69.8%) isn’t
drastically behind the share
engaged in planned and/or
reactive maintenance (84.1%
and 81.0%, respectively).
The survey also asked a few
questions on respondents’
experience with prescriptive
maintenance (often abbrevi-
ated “RxM”), in which data
is assimilated from diverse
process and performance
variables and then woven
into actionable recommen-
dations (or “prescriptions”)
on what to do, when to do it,
and how. Prescriptive main-
tenance is closely associated
with internet of things (IoT)
technology and is a useful in-
dex to assess whether orga-
nizations are moving down
a path that would involve
partial or full digital transfor-
mation of plant operations.
Figures 9 and 10 indicate
that from 11.1% to 17.5% of
respondents are currently
engaged in prescriptive
maintenance, whether at the
pilot or full project level, and
36.5% more are planning on
prescriptive maintenance
work within three years.
Figure 11 provides context to
these data by reporting on
the types of assets that re-
spondents say they are using
IoT technologies to manage.
It’s no surprise to see con-
trol system assets way out
in front of all other options
(47.2%), followed by electri-
cal systems (29.2%), pro-
duction assets (25.0%), and
automation assets (25%).
The surprise result in this
area is that respondents in-
dicated a slight reduction in
the use of IoT technologies
across most asset catego-
ries; there was no significant
drop in use reported, but
significant increases were
reported in only three asset
classes: control system as-
sets, manufacturing pro-
ductivity, and fleet. These
results, combined with the
general confidence that
plant teams are reporting
in their ability to overcome
obstacles, suggest that
organizations are locating
value in these three specific
asset classes for their digital
maintenance projects.
The final set of data included
in this article is from what
WHICH TYPES OF MAINTENANCE APPROACHES ARE CURRENTLY EMPLOYED BY YOUR PLANT?
Reactive (run-to-fail)
Preventive (periodic and/or route-based)
Predictive (diagnostics ahead of failure)
Prescriptive (diagnostics and guidance for repair)
figure 9
figure 10
Using now
In this year’s budget
Within 3 years
No plans
TO WHAT DEGREE DOES YOUR TEAM OR ORGANIZATION CURRENTLY ENGAGE IN PRESCRIPTIVE MAINTENANCE?
20 40 60 80 1000
10.7%23.7%
29.8% 37.4%7.9% 36.5%
38.1%17.5%
2017 2018
![Page 9: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/9.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 9
has become my favorite
question on the survey: What
data collection methods do
you currently use with your
PdM system? Figure 12 lists
results from all four surveys,
and once again, paper-based
systems (66.1%) are at the
top of the list, rebound-
ing upward this year after a
gradual three-year decline.
The data points that caught
my attention were signifi-
cant jumps from 2017 to this
year in the use of embedded
sensors, internet-enabled
sensors, and industrial-grade
tablets. Taken together, this
data cluster suggests that
condition-monitoring data
are increasingly being col-
lected and analyzed in real
time, and that organizations
are becoming much more
comfortable (even reliant) on
mobile devices and networks
to successfully execute their
maintenance strategy.
Several further articles are
in development based on
additional data from the
2018 PdM survey, and will
take deeper dives into the
areas of training and motors
analysis. In the meantime,
please consider download-
ing the full set of 2018 sur-
vey data and sharing your
thoughts with us on what
you see in the data.
WHICH TYPES OF ASSETS ARE YOU USING INTERNET-ENABLED / IIoT TECHNOLOGIES TO MANAGE? 2016 2017 2018
Automation assets (field devices, control valves)
Control system assets (DCS, I/O, controllers, networks)
Production assets (rotating equipment, mechanical pumps)
Distribution pipelines
Electrical systems
Fleet vehicles
HVAC/R system
Safety systems / devices
Manufacturing productivity
figure 11
6.5%7.9%6.9%
15.9%15.3%
19.5%27.2%25.0%
20.8%40.4%47.2%
27.3%25.2%25.0%
24.7%31.8%29.2%
9.1%6.0%6.9%
13.0%18.5%15.3%
15.2%23.6%23.6%
WHAT DATA COLLECTION METHODS DO YOU CURRENTLY USE WITH YOUR PdM SYSTEM?
2014 2017 2018
Paper-based system 71.7% 62.8% 66.1%
Handheld data collector 60.1% 59.3% 62.7%
Embedded sensors 48.6% 46.9% 57.6%
Wireless sensors – 29.2% 28.8%
Internet-enabled sensors – 12.4% 18.6%
Industrial-grade smartphone 7.2% 7.1% 10.2%
Consumer-grade smartphone 11.6% 18.6% 15.3%
Industrial-grade tablet 7.2% 15.0% 25.4%
Consumer-grade tablet 7.2% 13.3% 13.6%
Industrial-grade PC 41.3% 39.8% 33.9%
Consumer-grade PC 38.4% 35.4% 42.4%
figure 12
![Page 10: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/10.jpg)
Have you ever gone on a trip, taken a picture of a key place or moment, and then returned
to that place years later to try to recreate that original shot?
I especially like taking this kind of picture, creating a secondary memory that gives new and
meaningful context to the first. Of course, much of the value is in observing the physical
changes in the people over time. People get older; families grow and change; friends occa-
sionally pass on. No one stays the same.
Also, it’s expected that the background will stay steady as a rock, the better to showcase
the changes in the subjects of the photo. If you took a picture at sunset by the south rim
of the Grand Canyon, chances are pretty good that both the south rim and the sun will be
there 10 years later in order for you to retake that picture.
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 10
Smile and Say PdM!2018 snapshot shows an industry ready for next digital steps
By Thomas Wilk, editor in chief
![Page 11: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/11.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 11
These are the kinds of things that run through
my mind when thinking through the results
of our PdM survey. We’ve been fortunate to
run this survey every 12–18 months since 2014,
and your donations of time and information
have generated a revealing series of snap-
shots over time. Each survey indicates a few
specific trends, with the collective set of data
adding up to a greater understanding of our
industry’s attitude toward predictive tech-
nologies and proactive maintenance.
This year, the two observations that stand
out the most to me are (1) the increased
movement by plant maintenance and reli-
ability teams toward servitization of PdM,
and (2) the general lack of perceived barriers
to PdM success. In essence, our respondents
seem to have grown over time into an ap-
preciation of the potential benefits of PdM
and feel confident that they can overcome
any real or perceived barriers to success.
However, that is not the full story. The
“background” has changed too, as seen
via changes in job function, the number of
plants managed per organization, and the
size of maintenance and reliability teams.
For example, a few years ago, reliability
professionals accounted for about 16% of
respondents; only four years later, that
share has doubled. There has also been
a 50% increase in the number of small
(1-4 persons) maintenance and reliability
teams, which may help explain the in-
creased interest in PdM services revealed
in this year’s survey.
Perhaps of most importance, the data indi-
cate that survey respondents are more than
just confident in PdM to make a difference;
more than 25% of respondents are either
currently engaged in prescriptive mainte-
nance or have it in their budget for next
year. This result represents more than just a
willingness of industry to engage in proac-
tive maintenance. It suggests that you’re
ready for the next step into a wider digital
transformation of operations, and that’s a
big change from four years ago.
People have grown into an appreciation
of thepotential benefits of PdM.
![Page 12: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/12.jpg)
How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future.
by Sheila Kennedy, CMRP, contributing editor
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 12
Who would have imagined how dramatically the industrial internet of things (IIoT) would
elevate reliability and maintenance practices? Today, we have sophisticated sensors moni-
toring multiple variables, closing information gaps, eliminating data silos, and populating
Big Data repositories in the cloud, where artificial intelligence (AI), advanced pattern recog-
nition (APR), machine learning (ML), and advanced analytics work their magic on common
industrial challenges.
Predictive maintenance (PdM) gave us our first taste of the power of monitoring individual
machine conditions. With prescriptive maintenance (RxM), data is assimilated from diverse
process and performance variables and woven into actionable recommendations (or “pre-
scriptions”) on what to do, when to do it, and how.
The benefits are readily evident – better-quality data, earlier problem detection, more timely
and accurate response, and perhaps of the most importance, less reliance on manual knowl-
edge capture. Following are some companies that are on the cusp of this new level of main-
tenance maturity called RxM.
![Page 13: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/13.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 13
NETWORK PREPARATION AT PENN STATE Maintenance strategies such as PdM and
RxM are possible only in connected environ-
ments. Tempered Networks recently helped
Penn State’s Office of Physical Plant (OPP)
instantaneously connect, segment, secure,
and manage all of its network devices cohe-
sively despite unique building and campus
challenges. As a result, OPP is now mak-
ing real-time control adjustments based on
conditions, entering the predictive stage of
maintenance and preparing for a future in
which recommendations will be prescribed
Previously, each building was a separate
entity. A lot of the systems in use were
standalone, and there was a server for
every application. “It causes headaches for
maintenance when buildings are disjointed
like that,” says Tom Walker, environmental
systems design specialist at Penn State
(www.psu.edu).
Now, about 300–350 buildings are connect-
ed at University Park, with all or most serv-
ers housed at the data center. Everything is
on a virtualized server; hardware is shared
among multiple systems; and authorized
personnel have instant access to the sys-
tems. “This increased our resiliency, reliabil-
ity, and overall uptime,” Walker says. “It also
gave us the path to start sharing data with
other systems and stakeholders.”
For instance, OPP is now working to en-
able fault detection and diagnostics within
the building automation systems, which is
expected to help reduce energy use and
maintain optimum facility operation. OPP’s
new energy dashboard visualizes when an
energy problem emerges in a building so
the issue can be addressed proactively. In
the future, OPP would like it to prescribe
what to do based on ML and data analytics
from the connected systems.
Efforts are also underway to automate
work orders in IBM’s Maximo based on
certain fault conditions and eventually
prescribe corrective actions. “Right now
the work orders are only telling that there’s
an issue that needs to be investigated,”
Walker explains. “We’re working with our
Maximo group on being able to feed more
data on the assets.”
Walker’s biggest lesson learned so far is
that the use of analytics packages that
read directly from the server is a better
option than pulling data directly from the
controllers, which does not scale. There are
also issues with legacy control systems.
“With Tempered Networks, we’re putting
a shell around all of our legacy systems by
locking them out and using microsegmen-
tation to say only this device can talk to
this server,” says Walker. “It’s really solved
a lot of problems.”
![Page 14: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/14.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 14
Segmentation and isolation has become a
best practice, but it is fragile using tradi-
tional technologies. “You can set it up once,
but as time goes on, it becomes impossible
to maintain, so it’s important to keep it
simple,” observes Erik Giesa, vice president
of products at Tempered Networks (www.
temperednetworks.com). Instead of using
a traditional enterprise IT solution to force-
fit connections, Tempered Networks tech-
nology was borne in an ICS and OT data
environment and bridges legacy systems in
a simplified manner, Giesa says.
PRESCRIPTIVE SERVICES FOR REFINING NZ Industry has come to expect maintenance
service providers to employ state-of-
the-art technologies and practices. The
outcome-based maintenance service for
industrial control systems from Honeywell
Process Solutions is relied upon by com-
panies such as Refining NZ, New Zealand’s
only oil refinery.
Peter Smit, head of process control at Re-
fining NZ (www.refiningnz.com), says: “The
Honeywell Assurance 360 program we have
in place provides us with the confidence
that we have our Honeywell distributed
control systems and Honeywell Advanced
Solution applications at an agreed level of
availability. We are very clear what out-
comes we expect, and this allows Honey-
well to leverage their knowledge and re-
sources to meet the agreed outcomes in a
structured and planned way.”
Steve Linton, director of programs and
contracts at Honeywell Process Solutions
(www.honeywellprocess.com), explains the
underlying goal. “We are trying to facilitate
achievement of our customers’ business
drivers and provide the outcomes they ex-
pect,” he says, “whether it’s control system
performance, control system availability, or
reduced incidences on the control system.”
Tools such as planned, preventive, predic-
tive, prognostic, and prescriptive analytics
and maintenance aid in driving toward those
ONE RECENT CATCH BY TATA POWER YIELDED AN
ESTIMATED $270,000 IN COST SAVINGS.
Sou
rce:
AVE
VA
![Page 15: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/15.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 15
outcomes. Prescriptive approaches are being
beta-tested at some customer sites.
With RxM, Honeywell’s goal is to amalgam-
ate data across multiple control systems
to provide insights that say, “There is X
probability in X time frame that X is go-
ing to happen, so go look at these things
to prevent an undesirable outcome.” To
do this, information from multiple cus-
tomer systems is put into a data lake in the
Honeywell Sentience IoT platform, which is
appropriately controlled, cordoned off, and
anonymized. Self-learning algorithms use
and analyze the data and provide informa-
tion that the customer can use to better
maintain its control systems.
Prescriptive reliability analytics for MOL
Corrosion, fouling, opportunity crudes, and
resulting process fluctuations are the most
common operative challenges faced daily
at MOL, an integrated oil, gas, and petro-
chemicals company based in Hungary. It is
a member of MOL Group, one of the largest
companies in Central and Eastern Europe.
MOL Group’s 2030–Enter Tomorrow pro-
gram and recent strategic initiatives require
a dynamic enterprise-operations-focused
data and information infrastructure to
improve productivity and increase process
safety performance, says Gábor Bereznai,
maintenance engineering manager at MOL
(www.mol.hu/en). “Crude analysis, process
simulations, continuous data monitoring,
and early failure detection are the only pos-
sible answers to keeping our processes safe
and under control,” Bereznai says.
MOL began its journey to refinery mainte-
nance excellence with reliability-centered
maintenance (RCM) almost two decades
ago. At that time, a race to acquire software
led to implementation islands and a lack of
deliberate business process re-engineering.
In the next era, the focus was on software
integration and connecting the systems
with the corporate SAP ERP solution.
MOL’s daily operations have come to rely
on the company’s successful integration
of asset management software, including
Emerson AMS with SAP EAM and OSIsoft’s
PI System with SAP PM.
The PI System provides the real-time opera-
tional data infrastructure and configurable,
streaming analytical platform for MOL’s
refining division. Predictive and condition-
based maintenance, data aggregation,
and health scoring is done in the PI Asset
Framework (PI AF) and sent to SAP PM,
which generates the work orders.
MOL is using a “layers of analytics ap-
proach,” with human analytics and real-
time/streaming analytics providing a
![Page 16: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/16.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 16
foundation for higher-level, operationally
focused ML/AI, explains Craig Harclerode,
global industry principal for O&G/Petro-
chem at OSIsoft (www.osisoft.com). MOL
built momentum and awareness of the
power of analytics by asking the operations
managers what problems needed to be
solved and then quickly solving them.
“Once they had an analytical foundation,
they moved to identifying areas where
more-advanced prescriptive and predic-
tive analytics would have value and began
developing ML applications accordingly,”
Harclerode says, noting that MOL current-
ly has more than 25 ML-based applications
in production.
This approach works because, as Bereznai
explains, IT/OT transformation is a long jour-
ney that involves not only architectural and
analytical method changes but also multilev-
el synergies among people and processes.
“This is a really long journey, especially
in terms of mindset change and cultural
development,” Bereznai says. “The technol-
ogy and software side is much easier to
change than the mindset, and the impact
of this is underestimated.”
The efforts are paying off. MOL’s digital and
downstream business transformation has
delivered $1 billion in its first four years, and
the goal for the next two-year period (2017-
2018) is an additional $500M in EBITDA.
PRESCRIPTIVE PERFORMANCE ANALYTICS FOR TATA POWERSoftware companies such as AVEVA are
working quickly to answer the call for RxM.
“We are building prescriptive maintenance
and analytic capabilities into all of our as-
set performance management solutions
to help our customers optimize the entire
asset lifecycle and to ensure they have
access to the most advanced technology
available,” says Sean Gregerson, global
director of asset performance management
sales at AVEVA (www.aveva.com).
HOW DEVON ENERGY’S TANK LIQUID IS SCHEDULED FOR HAUL-OFF HAS
BECOME PRESCRIPTIVE.
Sou
rce:
Dev
on E
nerg
y
![Page 17: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/17.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 17
Tata Power (www.tatapower.com), one of
the largest integrated power companies
in India, has rolled out AVEVA’s Predictive
Asset Analytics software to 10 units at three
plants to enhance the reliability of its crit-
ical-power plant equipment. The rollout is
putting Tata Power in a position to quickly
incorporate RxM capabilities.
The utility set its sights on remote, fleetwide
continuous monitoring and diagnostics of
critical asset health and performance in
2014 with the goal of improving efficiency,
enabling proactive maintenance, and avoid-
ing unplanned downtime. It built a new
Advanced center for Diagnostics and Reli-
ability Enhancement (ADoRE) powered by
Predictive Asset Analytics.
The software learns an asset’s unique oper-
ating profile during all loading, ambient, and
operational process conditions. When exist-
ing machinery sensor data is compared with
real-time operating data, subtle deviations
are revealed. Alerts and fault diagnostics
are generated and plant personnel are dis-
patched quickly to take corrective action.
One recent catch yielded an estimated
$270,000 (U.S.) in cost savings. Analytics
revealed that the top thrust and guide bear-
ing temperatures of some circulation water
pumps were exceeding expected levels.
During a brief planned outage, clogging in
the bearing-cooling water line was identi-
fied and cleared, thus normalizing subse-
quent operation.
“Tata Power demonstrates the power of
using analytics to move away from a reac-
tive maintenance strategy,” AVEVA’s Gre-
gerson says. “By catching problems early
using APR and ML, the company was able
to reduce maintenance costs, minimize
unscheduled downtime, and prevent equip-
ment failures.”
PRESCRIPTIVE SCHEDULING FOR DEVON ENERGY Prescriptive approaches can be simple to
introduce incrementally. Devon Energy
(www.devonenergy.com) has thousands of
batteries of tanks that collect water and oil
during the course of operations, and how
that liquid is scheduled for haul-off has re-
cently become prescriptive. Real-time data
engineer Don Morrison described the transi-
tion in a presentation at the ARC Industry
Forum in Orlando in February.
Previously, scheduling liquid tank haul-offs
for the Oklahoma City-based independent
oil and gas company involved collect-
ing data from multiple parties in an Excel
spreadsheet and then using that file to
create schedules. A centralized, more-ac-
curate, on-demand process was needed to
prescribe when, where, and how haul-offs
would be needed.
![Page 18: State of the Industry: Predictive Maintenance · How industry leaders in oil & gas, energy, and more are mapping out the prescriptive maintenance future. ... cally, increased outsourcing](https://reader033.vdocuments.net/reader033/viewer/2022050314/5f767cb2fd96e9187c68aab1/html5/thumbnails/18.jpg)
www.plantservices.com
eHANDBOOK: 2018 PdM market research survey 18
Morrison explained: “We already had SCA-
DA systems monitoring oil and water tank
levels, so why not use them to detect when
haul-off trucks are on site and how many;
whether water or oil is removed from the
tanks and how much – we only want full
loads – and the fill rate?”
Two specific answers were sought: Could
the engineers predict when the next load
needed to occur so they could schedule the
right number of trucks 3–4 days out? Could
they gain enough data to “grade” their ser-
vice providers?
Devon Energy chose Seeq analytics soft-
ware to quickly detect haul-off events
based on real-time OSIsoft PI data. With the
push of a “get loads” button, all of the data
from PI are pulled; forecasts up to three
days out are generated; and the spread-
sheet gets filled automatically. The results
are reported in Microsoft Power BI, where
they can be sliced and diced as needed.
Excel was retained in the first stage be-
cause “we didn’t want to change every-
thing the users were doing and they were
comfortable using it,” Morrison explained.
Other future goals for Devon Energy in-
clude auditing and grading haul-off vendor
performance and potentially incorporating
opportunities such as RxM, smart contracts,
and blockchain.
As more companies like these advance to
prescriptive analytics and RxM, prescriptive
maintenance has the potential to further
heighten visibility and respect for the main-
tenance profession and its positive impact
on the bottom line.
Sheila Kennedy, CMRP, is managing director of Additive
Communications. Contact her at [email protected].
GET THE FULL SET OF 2018 PdM SURVEY RESULTS
Want to see the full set of data from the Plant Services 2018 PdM survey?
Go to http://plnt .sv/1810-PDM and register to download and share your copy of the results .
www.plantservices.com
S M A R T S O L U T I O N S F O R M A I N T E N A N C E & R E L I A B I L I T Y
Expand your workforce for free!
P.17
Mine like MikeP.37
Your comprehensive guide to power quality
P.38
Helping new hires succeedP.50
HOLDINGTOGETHER
Our 2018 predictive maintenance survey suggests that obstacles to PdM success are being overcome by motivated plant
teams and their partners