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		<title>MAINTENANCE TECHNOLOGY</title>
		<description><![CDATA[MT-online.com is the #1 source of capacity assurance solutions and best practices in reliability and energy efficiency for manufacturing and process operations worldwide.]]></description>
		<link>http://www.mt-online.com/</link>
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			<title>Thursday, 01 June 2000 20:56  -  What do you know about your overall equipment effectiveness?</title>
			<link>http://www.mt-online.com//index.php?option=com_content&amp;view=article&amp;id=606:what-do-you-know-about-your-overall-equipment-effectiveness&amp;catid=179:june2000&amp;directory=90</link>
			<description><![CDATA[<p>
<div class="jce_caption" style="margin: 10px; width: 120px; float: left; display: inline-block;"><img style="float: left;" alt="bob_williamson" src="images/stories/columnists/bob_williamson.jpg" height="156" width="120" />
<div style="text-align: center;">Robert M. Williamson, Strategic Work Systems, Inc.</div>
</div>
<span class="dropcap-green">E</span>quipment performance and reliability has become a major concern as             businesses reorganize, downsize, and aggressively pursue "lean"             principles. Is your equipment doing what it is supposed to do, first             time, every time? What are the causes of poor performance? What should             you focus on?</p>
<p>Measuring and improving equipment performance is becoming a hot topic             in many facilities and plants. So, what do you know about your overall             equipment effectiveness? The basic measure associated with Total Productive             Maintenance (TPM) has been overall equipment effectiveness (OEE). It             incorporates three basic indicators of equipment performance and reliability:</p>
<ul>
<li>Availability or uptime (downtime: planned and unplanned)</li>
<li>Performance efficiency (actual vs. design capacity)</li>
<li>Rate of quality output </li>
</ul>
<p>OEE is not an exclusive measure of how well the maintenance department             works. The design and installation of equipment as well as how it is             operated and maintained affect OEE. It measures both "efficiency"             (doing things right) and "effectiveness" (doing the right             things) with your equipment.</p>
<p>Here is an example on how OEE is figured for a critical piece of equipment             that is running 70 percent of the time (in a 24-hr day), operating at             72 percent of design capacity (flow, cycles, units per hour), and producing             quality output 99 percent of the time.</p>
<p>When you factor the three together (70 percent availability x 72 percent             efficiency x 99 percent quality), the result is an OEE rating of 49.9             percent. The OEE rating reflects how well the equipment is loaded and             doing what it is supposed to—in this case less than 50 percent. Running             at 55 percent OEE meets plant requirements.</p>
<p>Given the OEE data we then can determine the "cost of unreliability"             or poor equipment performance. For example, a 5 percent decline in OEE             may have led to 500,000 units not produced in a year. At a sales price             of $12 per unit the cost of unreliability is $6 million of lost sales             (revenues). This helps make a strong business case for improving the             care and upkeep of critical equipment.</p>
<p>The OEE rating for critical equipment provides a relative comparison             or "report card" on equipment performance and how well our             maintenance and operations improvement activities are doing. The real             use of OEE comes by using the factors (availability x efficiency x quality)             and actual losses to determine root cause and corrective action.</p>
<p>What caused the 5 percent decline in OEE in the example above? What             changed? This is where the factors of OEE become more important than             the percent OEE itself. By tracking and trending the factors of OEE             (data) one can quickly spot whether the machine experienced more downtime             (planned or unplanned), or was running at a slower pace or minor stops,             or produced more defects. Improper or inefficient operation can cause             lower availability (setups, tool, or part changing) as can improper             maintenance (breakdowns). Root cause analysis begins by focusing on             the type and extent of loss, not the OEE percentage rating.</p>
<p>Here are some additional ways to think about OEE in a variety of settings:</p>
<p>Individual machine: The performance of the machine is compared only             to itself over time (historical trending).</p>
<p>Integrated manufacturing cell: Regardless of individual machine performance,             the entire multi-machine cell must function as a single unit. OEE for             the cell is a good relative performance comparison.</p>
<p>Discreet manufacturing: Individual machines and integrated cells must             function in a variety of combinations to produce many different types             and sizes of products. OEE can be misleading. However, the factors of             OEE become indicators of where and what type of improvements should             be made.</p>
<p>Process plants: A process stream must perform as a whole, similar to             an integrated manufacturing cell. OEE, or "overall process effectiveness"             (OPE), is a good relative performance comparison. The factors of OEE             should be tracked and trended to observe changes in performance of critical             equipment in the process stream.</p>
Facilities: Utility systems in schools, hospitals, and commercial buildings             typically function as individual machines or processes in support of             a facility, and possibly other machines. In these cases OEE ratings             on critical machines should be tracked and trended to observe changes             in performance. <strong>MT</strong><br />]]></description>
			<pubDate>Fri, 02 Jun 2000 02:56:32 +0100</pubDate>
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			<title>Thursday, 01 June 2000 20:54  -  Developing a sustainable advantage</title>
			<link>http://www.mt-online.com//index.php?option=com_content&amp;view=article&amp;id=605:developing-a-sustainable-advantage&amp;catid=179:june2000&amp;directory=90</link>
			<description><![CDATA[<p>
<div class="jce_caption" style="margin: 10px; width: 156px; float: left; display: inline-block;"><img style="float: left;" alt="bob_baldwin" src="images/stories/1997/bob_baldwin.jpg" height="200" width="156" />
<div style="text-align: center;">Robert C. Baldwin, CMRP, Editor</div>
</div>
<span class="dropcap-green">A</span> couple of months back I suggested that e-maintenance             (efficiency + effectiveness + enterprise = excellence) might be what             we need to make maintenance the next hot business function. Then last             month, I suggested that reliability is indeed a core competency, and             those who invest in it will survive, and those who do not will be deselected.             But there is more to success than knowing what you need to do and how             to do it. That added dimension is attitude.</p>
<p align="justify">The attitude for success is made up of many elements:             confidence, curiosity, ability, passion, bias for action, energy, optimism,             and more. These characteristics comprise what is referred to by some             as the e-culture, because they are attributes exhibited by many leaders             and workers in dot-com and new technology companies.</p>
<p align="justify">This total proactive attitude, embodied in the e-culture,             whether applied to reliability and maintenance of plant equipment or             the development of new technologies, depends on competency of the work             force. It is almost impossible for people to be confident, optimistic,             and productive if they don't have the skills and knowledge that go with             the territory.</p>
<p align="justify">Unfortunately, maintenance leadership has not always             been committed to ensuring that people in the organization develop needed             skills and knowledge. In plant after plant, there are supervisors more             interested in telling people what to do rather than working with them             to ensure that they understand the job and have the skills they need             to do it.</p>
<p align="justify">In the past, training achievement has been measured             by the amount of training materials on the supervisor's office shelf.             The training job was considered complete if workers were able to catch             the training CDs flipped to them like Frisbees by a disinterested supervisor.             Those days are over. There is no return on training without an investment             of time by supervisors.</p>
<p align="justify">Training takes commitment on the part of plant leaders.             They must lead by example, constantly upgrading their own level of knowledge,             as well as by supporting the work force by providing an environment             for learning and taking an active interest in the skills improvement             of every worker. There are two articles in this issue that may help.             "Doing the Right Training Right" (page 20) deals with training             needs assessment. "Internet Workshops" (page 36) shows how             a company is leveraging technology to spread knowledge through its work             force.</p>
<p align="justify">As one technology industry leader said recently, "At             the end of the day our employees may be the only sustainable competitive             advantage we have." <strong>MT</strong></p>
<img style="margin: 10px;" alt="rcb" src="images/stories/1997/rcb.gif" height="35" width="83" />]]></description>
			<pubDate>Fri, 02 Jun 2000 02:54:28 +0100</pubDate>
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			<title>Thursday, 01 June 2000 15:57  -  IR Experiences</title>
			<link>http://www.mt-online.com//index.php?option=com_content&amp;view=article&amp;id=558:ir-experiences&amp;catid=179:june2000&amp;directory=90</link>
			<description><![CDATA[<h4 align="justify"><strong>Benefits of new applications of infrared thermography             include improved savings and safety.</strong></h4>
<p><span class="dropcap-green">T</span>The past decade has shown a significant increase in             the use of thermography as a predictive maintenance tool. In part, this             is due to the development of focal plane array (FPA) imagers that reduce             the possibility of error, are more reliable, and are much less cumbersome             than previous cameras.</p>
<p>Using an FPA imager, a trained thermographer can identify problems             that may result in unexpected catastrophic failure, loss of electricity,             or electrically induced fires. The benefits of this testing have become             so well known that most insurance carriers now require thermal scans             at least twice per year.</p>
<p>As a thermographer for a predictive maintenance service company, I             have served a variety of industries. While the majority of problems,             such as loose or corroded connections, overheated bearings, eroding             insulation, structural breakdowns, etc., are common throughout many             industries, there are exceptions that are more prevalent to specific             manufacturing processes.</p>
<p>Cross-industry training has been valuable for identifying unsuspected             anomalies that could remain hidden to a less-experienced thermographer.             Two examples I have encountered recently include a rarely discovered             or discussed problem known as inductive heating and a unique application             on a crane.</p>
<p><strong>Inductive heating</strong><br />During a thermal scanning of electrical cable trays             for overheated phase wires, an iron support brace was identified as             "glowing" due to the extreme temperature. Glowing describes             an object thermally emitting high levels of energy. Further investigation             showed that the brace was erroneously mounted in between phases and             directly below a transformer on the floor above. When the transformer             was in operation, it produced a magnetic field inducing a current flow             through the high-resistance iron support brace.</p>
<p>Since the brace was merely for cable support, the problem was easily             remedied by moving the brace to a different location away from the phases.             In doing so, the iron brace was reduced to a safe ambient temperature             and the problem was eliminated.</p>
<p>However, had this brace not been removed from in between the phases,             several problems may have resulted. Ultimately, the high temperatures             created would have raised electrical costs, melted the insulation, shorted             the phase to ground, and/or destroyed the transformer. Each potential             failure has significant financial consequences, but perhaps most important,             any direct contact by an unsuspecting electrician may have resulted             in serious burn injury even though there was no electrical connection.</p>
<p><strong>Crane feeder rails</strong><br />While thermal scanning of cranes is not a new practice             in predictive maintenance, there appears to be little attention or documentation             toward crane feeder rails. Most thermographers can attest to finding             anomalies on the crane motors, bearings, and even the wheels, but seldom             are thermal scans performed on the rails. These rails are the power             supply for the cranes, usually comprise three sections, and are butted             together with a shoe (a rail splice) to form one continuous rail. To             supply power to the actual rail, electrical connections are tied to             the rail throughout its length.</p>
<p>Two problems were found and repaired. The first involved a loose mechanical             connection on the rail splice; more specifically, the shoe holding the             rails together was loose. The second problem was found in several instances             in the rail tie-in, which is the connection between the rail and the             power source. Vibration in the rails over time caused wires to separate             and insulation to break down. Ultimately, this caused high resistance             and resulted in higher power consumption through heat dissipation.</p>
<p>Had either of these problems gone undetected, the crane would likely             have failed unexpectedly, making equipment repairs and/or the transfer             of product virtually impossible. In many large manufacturing companies,             the facilities department relies on large overhead cranes to move product             from one location to another or to repair or replace very large parts             and equipment. If a crane fails, product is not shipped and repairs             are not performed, and this translates directly into lost time and money.             Also, since cranes move over the heads of the work force, the proper             operation of this equipment is paramount to ensure safety. Failure of             this equipment during use could potentially result in disaster.</p>
<p>Thermography is one of the few predictive maintenance tools that provide             immediate payback and results. Unlike vibration and oil analysis, extensive             data need not be reviewed, nor compared to previous results to determine             a potential problem. A trained and knowledgeable thermographer has the             ability to scan both mechanical and electrical components and provide             immediate feedback on areas of concern. As the technology continues             to improve and as thermographers document and publicize their results,             the applications in this field will be limitless. It is only a matter             of time before all manufacturing facilities require thermographic scanning             as part of their predictive maintenance programs. <strong>MT</strong></p>
<hr />
<p><em>Mark A. Csaszar is a Level III thermographer with             <a href="http://www.itrco.com/">ITR Inc</a>., 817 W. Broad St., Bethlehem,             PA 18018; (610) 867-0101<br /> </em></p>]]></description>
			<pubDate>Thu, 01 Jun 2000 21:57:35 +0100</pubDate>
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			<title>Thursday, 01 June 2000 15:09  -  Managing Reliability by Managing Backlog</title>
			<link>http://www.mt-online.com//index.php?option=com_content&amp;view=article&amp;id=583:managing-reliability-by-managing-backlog&amp;catid=179:june2000&amp;directory=90</link>
			<description><![CDATA[<h4><strong>Teamwork and the discipline to follow the work management             process are critical ingredients to successful backlog management.</strong></h4>
<p><span class="dropcap-green">O</span>perations uses MRP II, or a similar process, and software             to plan and schedule work. Maintenance has a process also; it's called             work management. Its tool is the computerized maintenance management             system (CMMS). But many organizations fail to see the similarity of             these two business processes. They don't realize that they can manage             maintenance in much the same way as they manage production. Most of             these organizations also fail to understand that they must manage maintenance             in order to manage reliability. And further, they must understand the             repository of maintenance work called the backlog in order to manage             maintenance.</p>
<p>The maintenance backlog is a key component to managing maintenance.             It is a valuable source of information about the work management process,             information that can be used to make decisions for today and for the             future. Many organizations have conducted downsizing or reorganizing             activities without understanding their work management process or their             workload (i.e., backlog). As a result, organizations frequently find             themselves short-handed, over-worked, and ineffective. When asked if             the right maintenance work is being completed at the right time with             the right resources, management is unable to provide an answer, even         though it has a powerful CMMS at its disposal.</p>
<p>Managing the backlog requires that work be identified properly and             prioritized by maintenance and operations together. Lowest-cost reliability             can be achieved only when the right work is planned, scheduled, and             executed in the proper order. The backlog provides an effective way             to organize and quantify the workload. For this reason, backlogged maintenance             work is not only desirable, but necessary, just as a backlog of production             work is necessary for effective production planning.</p>
<p>Backlog management is a logistical challenge easily mastered when fundamental             maintenance philosophies are defined, understood, and adhered to by             the organization. Organizations that recognize the value of backlog             management, thereby actively and successfully managing it, will go a             long way toward achieving lowest-cost reliability.</p>
<p><strong>The work management process<br /> </strong>The work management process consists of a number of             key steps: work identification, work planning, work scheduling, work             accomplishment, work documentation, and work analysis and measurement,             as outlined in the accompanying chart. Each of these steps must be well             managed if the right work is to be done at the right time and with the             right resources. Organizations that have worked to improve these steps             in their process have positioned themselves well for achieving lowest-cost           reliability.</p>
<p>The keystone activity for the first four steps of the work management             process is backlog management. With disciplined and effective backlog             management, organizations can position themselves to manage proactively,             thereby mitigating resource problems weeks in advance, not just days         or, worse still, hours before the work is to begin.</p>
<p>Reliability comes at two levels: Equipment and human. Through an effective             work management process, human reliability is achieved. That is to say             that the process is defined and followed, that teamwork among departments             exists, people are held accountable, and there is a continuous effort             to solve problems. From human reliability flows equipment reliability.             When everyone is upholding his end of the bargain (human reliability             is high) then equipment reliability problems diminish due to avoidance             (problems aren't allowed to occur) and problem solving (those that do             occur are solved at their root cause).</p>
<p>Backlog management then contributes to lowest-cost reliability by ensuring             the right work is getting done at the right time and with the right             resources. In the case of preventive maintenance work, backlog management             contributes to problem avoidance. For repair work, it contributes to             problem solving.</p>
<p><strong>Key concepts<br /> </strong>First, let's begin with a definition of backlog: Backlog             is all jobs, regardless of status, that have been identified, but are             not yet complete. Thus, a job enters the backlog following work order             approval and is removed only after the work is complete or it is deleted,           for whatever reason.</p>
<p>This definition of backlog includes repair work as well as preventive             tasks. It includes work in the formal work order system as well as the             lists kept in control rooms or, worse yet, in people's heads. It includes             routine, daily work as well as work to be done during an overhaul or             turnaround. It includes maintenance work as well as capital project             work that will utilize plant craftspeople. Backlog is all uncompleted             maintenance work. Thus, for effective management purposes, all of this             work should be captured in one place, ideally a CMMS—a powerful relational             database tool that allows maintenance work data to be organized in the             best manner to meet the organization's needs.</p>
<p>Think of the backlog as the fuel supply for the work management process.             Just like the fuel for a power plant, it must be managed and cared for.             Managing the backlog means using the backlog daily as a tool to make             decisions—decisions about what to plan, what to schedule, how many craftspeople             are needed, when to take equipment out of service, when to use contractors,             when to schedule vacations, etc. Caring for the backlog means ensuring             that every job is accurate—accuracy of job information, job plans and             labor estimates, status coding and routing. Caring for the backlog also             means promptly removing jobs when they are completed.</p>
<p>Now think of the backlog as the backbone of the joint prioritization             process noted in the accompanying flowchart. Joint prioritization is             the continual evaluation and resequencing of work needs. This process             begins following job approval (work identification) and ends at job             completion (work accomplishment). Joint prioritization is performed             by operations and maintenance, resulting in mutual agreement on the             right work, at the right time, and with the right resources. The backlog             is the source of all job information used during joint prioritization             and must be updated to reflect the decisions that are made to ensure             its integrity.</p>
<p>The backlog is not the domain of just the maintenance department. Operations             is instrumental in feeding the backlog with new work requests. Next,             operations should be intimately involved in establishing the order that             jobs will be planned and should have equal say in how they are scheduled.             Finally, operations determines when the work performed is acceptable             and the job is finished. Increasingly, operations also is involved in             the accomplishment of work when it performs preventive maintenance and             minor maintenance tasks itself. Thus, the operations department that             believes that submitting a work order is the last time it is involved             with the job, is doing the organization and the work management process             a grave disservice. As operations becomes increasingly more involved,             the backlog becomes a part of its daily routine, since it has a vested             interest in what gets done and when.</p>
<p><strong>Organizing the backlog<br /> </strong>How well an organization manages its backlog demonstrates             the effectiveness with which it applies its resources to the highest             priority work. But to effectively manage the backlog, the organization           first must organize the backlog by breaking it into useful pieces.</p>
<p>The first level of organization addresses the urgency of the job. This             is accomplished through the use of a priority coding system. The primary             purpose of a priority code is to segregate the emergency work from everything             else. This is similar to the triage process used in the treatment of             people in a hospital emergency room. True emergencies get immediate             attention and thus dont spend much time in the backlog, if at all.</p>
<p>Think about what this means. The first concern of course is that the             organization with a lot of emergencies is being highly reactive. This             breeds inefficiency and waste. But also consider that work that never             shows up in the backlog is work that can't be measured and thus can't             be managed. When emergency work is kept to just a few percentage points,             this concern is minimal; if it is allowed to grow, the backlog becomes             an invalid predictor of future resource needs because of the high variability             of emergency work. The more stable the workload, the more predictable             the resource needs.</p>
<p>A basic priority coding system may look like this:</p>
<ul>
<li><strong>Priority 1.</strong> Emergency, to be started immediately,             with little to no formal planning</li>
<li><strong>Priority 2</strong>. High priority, work to begin         within 24-48 hr, to be determined after planning </li>
<li><strong>Priority 3.</strong> Low priority, to be completed         as resources become available, must be planned </li>
</ul>
<p>It is important to remind ourselves that when a priority code is assigned             to a work order, it is done without the benefit of viewing all the work             in the backlog. It is a decision based solely on the perceived importance             of the job in relative isolation from all other work. Therefore, we             use the priority code to organize incoming jobs into two basic buckets,             emergencies and nonemergencies, but it serves little value beyond this.             As discussed previously, joint prioritization is the preferred process             that ultimately determines when a job will get accomplished. Joint prioritization             is a key component of backlog management. Work order priority codes             alone cannot accomplish this; it takes people (not computers) viewing         the entire backlog to achieve joint prioritization.</p>
<p>The next level of organization breaks the jobs into work types. The             primary purpose of this categorization is to divide the work into buckets             that will support tactical decisions around using internal craft resources             vs contractors. Every organization should have a strategy regarding             the use of contractors. Here are the most common types of work around             which strategy may differ from one job to the next:</p>
<ul>
<li><strong>Corrective</strong>:<strong> </strong>Day-to-day work (includes             emergency work). Corrective work can be accomplished as routine maintenance             or in an outage. </li>
<li><strong>Proactive</strong>: Preventive maintenance (PM)             and predictive maintenance (PdM). Proactive work is typically accomplished         as nonoutage work. </li>
<li><strong>Turnaround or overhaul</strong>: Major recurring         work (another form of PM/PdM) requiring an outage. </li>
<li><strong>Project or capital</strong>: Typically work requiring             installation of new equipment or modification to current production             equipment. More likely to be construction in nature rather than repair         and may require an outage. </li>
</ul>
<p>Beyond work types, the backlog should be broken down by status codes             and routing codes. Status codes define what the condition of the job             is, such as approved, planned, scheduled, in-work, and hold. Routing             codes define who currently has responsibility for the jobs by department             or possibly a persons name. Further still, the backlog should be organized             by the primary craft group that will be working the job and by the department             that "owns" the equipment. Flagging a job as work requiring             an outage (lost production) or as safety work, or any other useful designation,             is dependent on the organizations need for viewing and managing the             backlog.</p>
<p>Proper organization of the backlog permits it to be viewed by many             different people in many different ways to meet their daily responsibilities             in performing their jobs. In this manner, there are overlapping responsibilities             for the backlog. Operations views the backlog from its perspective of             operating units or equipment, while maintenance views it from the perspective             of the craft group performing the work. When set up properly, this matrixed             approach to backlog organization ensures that no jobs "fall through             the cracks" and get forgotten.</p>
<p><strong>Maintaining the backlog<br /> </strong>If organizing the backlog is setting up the structure             and codes to help an organization manage the workload, then maintaining             the backlog refers to the constant activity of updating data within             that structure to ensure that the information derived from it is accurate.             This is key, for if everyone in the organization doesnt work toward             this end, then the backlog as a decision-making tool becomes suspect           and once again will fall into disuse.</p>
<p>Maintaining the backlog is not the responsibility of one person or             group; it is everyones responsibility. It should not be viewed as a             task that is separate from each persons daily routine. The backlog             is a tremendously powerful tool that will maintain itself if people             wholeheartedly incorporate it into their daily job functions. To ensure             that the backlog is maintained properly, every step (particularly the             first four steps: identification through accomplishment) of the work             management process should address the roles and responsibilities, by             job position, for using and maintaining the backlog.</p>
<p><strong>Purging the backlog<br /> </strong>Periodically, despite the constant efforts of everyone             that uses the backlog, it will be necessary to perform a thorough review             of all jobs in the backlog to ensure its accuracy. Jobs that will never             be worked, were completed some time ago, or are duplicates should be         removed.</p>
<p>Purging requires that all departments participate in a review process             in which jobs are identified for removal, consensus is reached on the             candidate jobs, and action is taken to remove them. Purging is typically             a semiannual activity. Each department reviews the backlog for candidates             for removal and comes to a meeting prepared to discuss why the jobs             are no longer needed. This premeeting work is essential or the review             meetings will become so long and cumbersome that no one will want to             participate. When this happens, the integrity of the backlog becomes         questionable once again.</p>
<p><strong>Measuring the backlog<br /> </strong>The backlog serves an obvious purpose in the daily             functioning of the work management process. For this reason alone, it             should be maintained properly. However, the backlog serves a second             purpose as a decision-making tool for management so it may prepare for             the future. This need is as big if not bigger than the daily need. To             accomplish this, the backlog must be measured in a meaningful way, by           estimated labor hours.</p>
<p>Key to measuring the backlog is the understanding that accurate labor             estimates are a necessity. Accuracy may be a misnomer, for what is truly             important is that the planning process produce consistent estimates;             these then can be factored to reflect reality, thus achieving accuracy.             The work scheduling process levies a similar requirement on planning;             to build accurate schedules requires accurate labor estimates. So why             are labor estimates so important in measuring the backlog? Because the             key resource that determines when a job will get done is almost always         manpower.</p>
<p>There are many indicators that can be derived from the backlog, but             one of the most useful is input/output. This measurement is one of throughput;             it is much more meaningful than just looking at the size (or weeks)             of backlog.</p>
<p>Critical to this measurement is the need to measure the output of work             on the same scale as the input of work. This may sound obvious, but             the tendency is to measure estimated labor hours going in and actual             labor hours coming out. This "apples to oranges" approach             invalidates the measurement. The simplest solution is to measure estimated             hours in and estimated hours out.</p>
<p>Throughput should be calculated for each work type (i.e., staffing             strategy) and, logically, by every craft group. The difference between             input and output represents the throughput of that type of work for             that craft group. When input consistently exceeds output, this may be             an indication of a craft group that is understaffed, and vice versa             when output exceeds input. Factoring in conditions such as seasonal             events, planned outages, vacations, etc., the manager can gauge whether             the trend is temporary or a situation that needs to be permanently addressed.             Thus, we have the basis for making decisions about future resource needs,             developing a staffing strategy that is consistent with the overall plant             objectives of increasing reliability and availability.</p>
<p><strong>The culture<br /> </strong>The concept of backlog management sounds simple, but             getting it implemented is the challenge. Implementation is always the             challenge in any new process because it is the work culture of the organization             that requires the most effort to change, not the mechanics of doing             work. Remember that backlog management is the backbone to the first             four steps (work identification through work accomplishment) of the             work management process. Therefore, all four steps must be improved             to make backlog management effective, and those four steps involve 100             percent of the organizations work force. Teamwork and the discipline             to follow the work management process are critical ingredients to successful           backlog management.</p>
<p>Backlog management requires organizational commitment. The steps in             the overall work management process are only as good as the execution.             If an organization is to achieve lowest-cost reliability, then it must             be able to manage the backlog in a manner that ensures its accuracy             and its value. This may be a significant cultural change for organizations             that are accustomed to "fire fighting" as their approach to             managing maintenance work.</p>
<p>Every organization that performs maintenance work has a backlog. Many             mistakenly believe that having a backlog of maintenance work is bad             and conceal the work by calling it something else or by spreading it             out among several systems. Backlog is good, provided it is actively             managed and used to prepare the organization for the future. The future             can be tomorrow or next month, but regardless of which, backlog management             contributes to lowest-cost reliability by allowing the organization             to select the right work to be done at the right time and with the right             resources.</p>
<p><strong>Management requires discipline<br /> </strong>Backlog management requires the organization to use             the tool at its disposal (i.e., the CMMS), but first it must make an             investment in getting accurate data into the tool to improve the quality             of the decisions derived from it. Achieving and maintaining data accuracy             is the cultural challenge for the organization. A well-defined and understood             work management process, with specific roles and responsibilities for           everyone involved, will help overcome this challenge.</p>
<p>The organization must approach backlog management with the same rigor             that it tackles production planning. The two business processes are             interrelated. The cost of poor reliability is not just the annual maintenance             expenses; it also includes the lost opportunity costs of not being able             to produce. In a competitive marketplace this can be the difference         between economic survival or not. <strong>MT</strong></p>
<hr />
<p><em><a href="mailto:sburrowes@rmgmpls.com">Steve Burrowes</a> is project manager at Reliability Management Group, 151 W. Burnsville             Pkwy., Suite 224, Minneapolis, MN 55337; (612) 882-8122</em></p>]]></description>
			<pubDate>Thu, 01 Jun 2000 21:09:42 +0100</pubDate>
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			<title>Thursday, 01 June 2000 09:29  -  Reliability Performance Enhancement: Doing the Right Training Right</title>
			<link>http://www.mt-online.com//index.php?option=com_content&amp;view=article&amp;id=569:reliability-performance-enhancement-doing-the-right-training-right&amp;catid=179:june2000&amp;directory=90</link>
			<description><![CDATA[<h4><strong>The bottom line is that equipment reliability and overall productivity are improved by leveraging your employees' knowledge, skill, and behavior.</strong></h4>
<p><img style="margin: 10px; float: right;" alt="06-00log" src="images/stories/2000/06-00log.gif" height="279" width="386" /></p>
<p><span class="dropcap-green">H</span>ow much do you really care about the training your employees receive? After all, training is expensive and it takes important supervisors and workers out of the plant site, reducing the overall productivity of the work force. Training is rarely important (except for safety), and rarely contributes a significant return on your investment in time, money, and people. In some cases you may even have to "un-teach" some of those new skills just so you can keep things moving the way they always have. After all, training is not one of those production and maintenance problems that keeps plant managers awake at night.</p>
<p>If you believe all that, you are living in the dark ages.</p>
<p><strong>What you don't know can hurt you!</strong><br />HSB Reliability Technologies has analyzed hundreds of manufacturing facilities over the years. One of our findings is that 40 to 60 percent of all maintenance work, whether in cement plants, steel mills, or oil refineries, did not need to happen (Focusing on Preventable Maintenance, MT 10/95, p 23). Of those "preventable maintenance" actions within the purview of the production and maintenance department, 30 to 60 percent could be attributed to human performance deficiencies, meaning a lack of, or improper, training, insufficient training, or inadequate human factors engineering (job aids, incentives, and environment). Further analysis discovered that when expressed in terms of hours worked or cost, the work that should not or need not have been done exceeds necessary work in some cases by a margin of 3 to 1. This is a significant expense, all for the lack of a few hours of instruction.</p>
<p>No matter how you slice the pie, unnecessary or preventable maintenance caused by training deficiencies is expensive, both in terms of labor and material and, even more significantly, in the lost opportunity cost of employees not given the knowledge and skills they need to fully function to the best of their ability. So now that we know how important training is to improved equipment and process reliability, how do we know what training to do? How do we set up our training to provide the outcomes we want? How do we determine if training is even the right expenditure of time and funds to insure we get the results we want?</p>
<p><strong>Human performance enhancement</strong><br />Performance enhancement or technology is a systems engineering approach using behavioral science techniques to analyze, design, and deliver activities which promote human performance in achieving the business goals of an organization. Performance enhancement is not just training, or organizational development, or human resources management. It is a synergistic process that seeks to optimize human reliability using a wide variety of tools. Human reliability is the total of all the effort that each individual contributes to decrease the variability of a process.</p>
<p>For example, using a job aid or standard operating procedure reduces the chances that a pump will be started wrong, or a seal installed backwards. The job aid also helps to reduce the experience gap between master and apprentice craftspeople. Training operators and craftspeople to use those procedures further decreases human variability, thus helping to eliminate preventable maintenance. By keying reward and incentive systems to procedure usage, you further heighten the desired performance. At each step you are defining and assisting the "people part" of the process. The bottom line is that equipment reliability and overall productivity are improved by leveraging your employees' knowledge, skill, and behavior.</p>
<p>In the accompanying "Performance Enhancement Model," various solution systems are shown. This type of analysis is also called "gap" analysis because you start by determining the "gap" between the actual performance being demonstrated and the optimal performance that you desire. Once you know where you are and where you want to go you can determine what it will take to close that performance gap.</p>
<p>Next ask why that gap exists. Has there been a change in technology? Has there been an organization or motivational change that has affected how people perform? If it is not a knowledge or skill problem, then training is not the answer. Don't waste time or money trying to drive a screw with a hammer.</p>
<p>Once you know what has caused the gap then you can select the appropriate training or non-training strategies to correct the problem.</p>
<p>But don't stop there. In every process or engineering system there is a feedback loop that allows you to measure if the step you took was effective. A human performance system is no different. You must measure whether the performance intervention was appropriate and that the gap has been closed or the problem solved.</p>
<p><strong>Training for performance</strong><br />Having determined that training is required to improve the performance of your maintenance staff, where do you go now? Start with a Training Needs Analysis (TNA). The TNA helps you determine what kind of performance you're after and dovetails with the performance enhancement model to provide training-specific outcomes that are required for a specific employee, craft, or responsibility. See "Training Needs Analysis or Assessment" section.</p>
<p>Once you have completed your TNA, you need to convert your findings into actions, to move beyond "touchy-feely" training to instruction that delivers bottom-line performance results.</p>
<p>Start training program development by gathering basic information: the training mission, core program goals, and operational or maintenance requirements. This will clarify the business outcomes and tie your training to a specific problem. This gives your training a target or goal right from the start and keeps it in alignment with the organization's vision. Remember, a training program that makes you feel good about yourself is nice until you walk out the door and get back to the plant. What counts in the plant is not "warm fuzzy's" but cold, hard knowledge and skills that can be wielded in daily business battles. Here are some examples of bottom-line skills:</p>
<ul>
<li>Produce measurable gains (state what goal you want to achieve) in production productivity by improving changeover procedures to decrease time.</li>
<li>Decrease downtime due to maintenance by reducing the cycle time of maintenance through improved planning.</li>
<li>What you are after is training that produces results, that increases performance, that leaves in its wake a stronger, more robust individual or team than the one that walked into the classroom. It's all about action, about the "rubber meeting the road," about implementing learned behavior that produces tangible rewards. To foster this bottom-line behavior, incorporate an action orientation in the training's learning methods:</li>
<li>Provide learners the opportunity to detail what they will do differently back at the job site. Help them develop an action plan.</li>
<li>Tailor the activities within the course of instruction to be skill-building activities that practice the desired performance. If you're teaching maintenance planning, plan a real job with constructive feedback from not only the instructor, but also the entire class.</li>
<li>Trainers, facilitators, or coaches should develop engaging and realistic simulations that allow learners to be involved in the behavior to be modeled.</li>
<li>Whenever possible (and safe) use practical content drawn from real life. Try to avoid theory and examples that do not relate to the industry or problem at hand.</li>
<li>Use activities and methods with a bias toward action. Get people moving with exercises that stimulate all learning modalities (audio, visual, and kinesthetic). Develop with the trainer and the employee's supervisor measures that demonstrate personal results and a bottom-line contribution, not just how happy they felt following the seminar or workshop.</li>
</ul>
<p>Performance enhancement is giving your people the resources they need to succeed, not just handing them tool belts and saying go fix it. <strong>MT</strong></p>
<hr />
<p><em>Richard W. Lowell is the director of educational services for HSB Reliability Technologies, a maintenance management consulting firm with offices in Houston, TX, and Alexandria, VA. He has worked extensively in process and discrete manufacturing industries and the military as a trainer and performance consultant. He can be reached at 800 Rockmead Dr., Kingwood, TX 77339; (281) 358-1477</em></p>
<div class="important-green"><span class="important-title-green">Training Needs Analysis or Assessment</span>
<p>There are five phases in this process:</p>
<ol>
<li>Preliminary data gathering. This step establishes the goals of the assessment and enables you to obtain a broader perspective about training needs. In this phase the majority of time is spent reviewing past assessments; interviewing cognizant managers, end users, subject matter experts, or internal customers; and establishing a foundation of how the proposed training relates to business goals.</li>
<li>Planning. During this step, you determine what types (maintenance, productivity) and sources of data (CMMS, subject matter experts) to collect as well as what type of analysis to perform (comparison of knowledge or skills, attitude toward change). You can develop specific assessment instruments as well as use generalized tools in order to minimize development time and reduce expense. You must stay on target.</li>
<li>Conduct assessment. This is the actual assessment step where you conduct surveys, interviews, background research, and focus groups. During this phase you will determine current knowledge and skill levels, desired knowledge and skill levels, what training materials, if any, are in existence, and if non-training interventions such as job aids can be used.</li>
<li>Analyze data. This is a sorting procedure where data is reviewed for discrepancies or deviation and a qualitative and quantitative response is prepared.</li>
<li>Prepare report. Take the compiled data and put it together in an acceptable format.</li>
</ol></div>]]></description>
			<pubDate>Thu, 01 Jun 2000 15:29:12 +0100</pubDate>
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