Joint optimization of maintenance and spares inventory policy for a series-parallel system considering dependent failure processes

Joint optimization of condition-based maintenance and inventory control for a k-out-of-n:F system of multi-state degrading components

With the popularization of service-oriented manufacturing, the current operation & maintenance (O&M) has shifted from traditional in-house maintenance to proactive outsourcing maintenance. It is paramount for an original equipment manufacturer (OEM) to provide timely and cost-effective maintenance schemes to geographically distributed customer enterprises. Interestingly, transportation theories could be combined to facilitate multi-location O&M management. In this paper, a transportation-oriented cross-regional opportunistic maintenance (TCOM) policy is developed for solving O&M optimizations and planning real-time schemes for the multi-center service network. The optimization model of this TCOM policy addresses several inter-related decisions: (1) most suitable maintenance times for each leased machine, (2) cost-effective arrangements of technician teams to perform maintenance tasks, and (3) optimal service routes for required teams. We not only integrate maintenance grouping and technician routing, but also investigate the new issues arising from the collaborative sharing of technician teams belonging to different maintenance centers. Numerical examples show that this TCOM policy can achieve significant cost-saving in cross-regional maintenance grouping and multi-location routing optimization for OEMs. <italic xmlns:mml="http://www.w3.org/1998/Math/MathML" xmlns:xlink="http://www.w3.org/1999/xlink">Note to Practitioners</i> —This paper is motivated by the critical problem of computing an optimal maintenance policy for the multi-center service network of geographically distributed production systems to achieve a timely and cost-effective O&M management. We consider individual machine degradations, complex maintenance opportunities and network logistics optimization to establish a global maintenance scheme for the multi-center service network. The existing approaches are to schedule the preventive maintenance (PM) for a single machine or multi-unit leased system, which is unilateral and cannot be applied to multi-location production systems. Although the network opportunistic maintenance policy has been proposed in the literature for maintenance grouping and technician routing problem, it still does not consider the limited workforce resource and the collaborative sharing of technician teams from different maintenance centers. To fill this literature gap, in this paper, we develop the TCOM policy to determine the optimal maintenance timetable for leased machines, as well as the cost-effective service route of technician teams belonging to multiple maintenance centers, so as to conduct timely and cost-effective PM on multi-location production systems. Compared with the conventional maintenance policy, our adaptive policy greatly reduces the total outsourcing maintenance cost in long-term O&M services.

Thompson1 considers a linear control model to ascertain the optimal preventive maintenance policy for production equipment and, simultaneously, its optimal sale date. He assumes age‐dependent deterministic continuous deterioration, production rate and linear efficiency of maintenance expenditures. In the present paper we first consider a linear maintenance model under a budget constraint. The impact of such a restriction is an earlier switch in the optimal bang‐bang policy. Then a non‐linear, non‐autonomous generalization of Thompson's model is analysed by the maximum principle. The optimal maintenance policy is shown to be downward sloping provided that in each time period the production rate is greater than the sum of interest and deterioration rate. The monotonicity of the optimal rate of preventive maintenance holds also under the additional possibility of random machine failure provided the production rate is greater than the sum of the rate of interest, the rate of deterioration and the rate of stochastic failure at each age. Moreover, it is shown that the higher the failure rate the smaller the optimal expenditures for preventive maintenance at any fixed age of the machine. In particular, the optimal maintenance rate at age t in a model without random failure is greater than those in any case including stochastic failure at the same age.

Burn-in is a widely used method to eliminate the initial failures. Preventive maintenance policy such as age replacement is often used in field operation. In this paper burn-in and maintenance policy are taken into consideration at the same time. The properties of the corresponding optimal burn-in times and optimal maintenance policy are discussed.

Different type of maintenance problems have been investigated during the past decades. With the growth in complexity of modern systems, the cost of purchasing new systems becomes higher ever than before. Surprisingly, very little attention in the literature has been paid to the failure replacement in these preventive maintenance models. However, in practice most systems incur increasingly expensive down time costs when the systems suffer the unexpected failures. The major changes to the standard maintenance model in this research are the addition of a failure replacement cost for a failed system and the reliability limit for which system has to be replaced. The overall objective of this research is to propose an efficient algorithm to obtain the optimal maintenance policy. The optimal preventive maintenance policy is investigated with incorporating the costs of minimal repair, imperfect preventive maintenance, failure replacement and preventive replacement. The specific maintenance actions for a repairable system are when to perform an imperfect preventive maintenance or to replace the system while the system is in the operating condition. In another case, the specific maintenance actions for a repairable system are whether to replace the system, or to perform a minimal repair when the system fails. The number of imperfect preventive maintenance and the control limits of the optimal maintenance policy are calculated under the expected average cost rate criterion.

Optimal maintenance policy and residual life estimation for a slowly degrading system subject to condition monitoring

Joint optimization of performance-based contracting, condition-based maintenance and spare parts inventory for degrading production systems

Joint optimization of preventive maintenance and inventory management for standby systems with hybrid-deteriorating spare parts

Production systems are stopped due to malfunctions such as rotting equipment, imbalance of rotating parts, and high vibration, which leads to loss of customers, reduction of market share and unemployment of personnel. In this research, using the absorbing Markov process, a mathematical model is formulated to analyze the maintenance policy of the production process, through which one of the four states of new, old, or failure due to deterioration or sudden failure can be allocated to the machine. It is assumed that the machine changes from one state to another with different probabilities, which are determined using a discrete Markov chain. The different maintenance policies can be analyzed to minimize the average production cost. The mathematical model is obtained using discrete Markov chain equations, and the optimal maintenance and repair policy can be analyzed by considering all types of costs, including maintenance, production, and failure costs, so that the average cost of the production process can be minimized.

This paper considers a Bayesian approach to determine an optimal maintenance policy following the expiration of combination warranty. The combination warranty policies can be divided by the renewing combination warranty and the non-renewing combination warranty. Given the cost structure to the user during the cycle of the system, we derive the mathematical formula for the expected cost rate per unit time. When the failure time is Weibull distribution with uncertain parameters, a Bayesian approach is established to formally express and update the uncertain parameters for determining an optimal maintenance policy. We show that there exists a unique optimal maintenance period following the expiration of combination warranty such that the expected cost rate per unit time is minimized. Some numerical examples are presented for illustrative purpose.

Condition-based maintenance (CBM) is proved to be effective in reducing the long-run operational cost for a system subject to degradation failure. Most existing research on CBM focuses on single-unit systems where the whole system is treated as a black box. However, a system usually consists of a number of components and each component has its failure behavior. When degradation of the components is observable, CBM can be applied to the component level to improve the maintenance efficiency. This paper aims to study the optimal inspection/replacement CBM strategy for a multi-unit system. Degradation of each component is assumed to follow a Wiener process and periodic inspection is considered. We cast the problem into a Markov decision framework and derive the optimal maintenance decisions that minimize the maintenance cost. To better illustrate the optimal maintenance strategy, we start from a 1-out-of-2: G system and show that the optimal maintenance policy is a two-dimensional control limit policy. The argument used in the 1-out-of-2: G system can be readily extended to general cases in a similar way. The value iteration algorithm is used to find the optimal control limits, and the optimal inspection interval is subsequently determined through a one-dimensional search. A numerical study and a comprehensive sensitivity analysis are provided to illustrate the optimal maintenance strategy.

Purpose Making decisions on preventive maintenance (PM) policy and buffer sizing, as is often studied, may not result in overall optimization. The purpose of this paper is to propose a joint model that integrates PM and buffer sizing with consideration of quality loss for a degenerating system, which aims to minimize the average operation cost for a finite horizon. The opportunistic maintenance (OM) policy which could increase the output and decrease the cost of the system is also explored. Design/methodology/approach A joint PM and buffer size model considering quality loss is proposed. In this model, the time-based PM and the condition-based PM are taken on the upstream and the downstream machine, respectively. Further, the OM policy based on the theory of constraints (TOC) is also considered. An iterative search algorithm with Monte Carlo is developed to solve the non-linear model. A case study is conducted to illustrate the performance of the proposed PM policies. Findings The superiority of the proposed integrated policies compared with the separate PM policy is demonstrated. Effects of the policies are testified. The advantages of the proposed TOC-based OM policy is highlighted in terms of low-cost and high-output. Originality/value Few studies have been carried out to integrate decisions on PM and buffer size when taking the quality loss into consideration for degenerating systems. Most PM models treat machines equally ignoring the various roles of them. A more comprehensive and integrated model based on TOC is proposed, accompanied by an iterative search algorithm with Monte Carlo for solving it. An OM policy to further improve the performance of system is also presented.

In this paper, a novel condition‐based maintenance (CBM) policy for systems with mutually dependent competing failure processes (DCFPs) is studied. The cumulative random shocks contribute to the increased rate of degradation, meanwhile, the hard failure threshold is reduced when the amount of degradation reaches a threshold. The degradation process is simulated by a non‐stationary Gamma process and random shocks are modeled as a homogeneous Poisson process. Preventive replacement (PR) and corrective replacement (CR) are accounted for in the developed maintenance strategy. The optimal periodic inspection interval, PR threshold, and the number of cumulative random shocks can be derived by minimizing the average long‐term maintenance cost rate. In the end, a numerical case is applied to demonstrate the availability of the developed models.

Optimal maintenance policy for multicomponent systems with periodic and opportunistic inspections and preventive replacements

In many applications, units from the same population exhibit heterogeneity that they degrade with different rates due to random factors. This article studies how this heterogeneity in degradation influences condition-based maintenance (CBM) policy. Many CBM polices are developed based on gamma process because it is popularly used to characterise monotone degradation processes. In this study, we also model the unit’s degradation by gamma process. To account for the heterogeneity among units’ degradation, we incorporate a random effect parameter in the gamma process. Then the optimal policy for CBM is obtained through Markov decision process. We show that when heterogeneity exists, the transition probability of degradation state depends on both unit’s age and observed degradation level. And consequently, the optimal maintenance policy is a monotone control limit policy. We conduct extensive numerical experiments to validate and demonstrate our findings in depth.