Spinning into the future: Smarter management of rotating equipment

What digitalization means for rotating equipment performance and reliability.

By Dave Staples, SKF

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It has been estimated that by 2020, the number of industrial machines connected via the internet will exceed five billion. Smart machines and machine-to-machine connectivity hold the promise of raising manufacturing excellence to new levels while creating opportunities to improve maintenance decisions and influence machinery performance.

In this context, Industry 4.0 is creating a foundation for realizing significant improvements in the performance and reliability of rotating equipment. This revolution encompasses digitalization of machinery information, performance data, and condition data and how that data is used.

Digitalization encapsulates the industrial internet of things (IIoT), edge computing, Big Data lakes, cloud computing, and subject matter analytics – all collected and connected to allow professionals to make collaborative business decisions virtually anytime and anywhere.

Real-time comparison and trending

The process starts with gaining access to data that can be gathered from many sources. While some operational and mechanical data are still collected manually, sensors for the job have become relatively less expensive, making automatic collection of real-time operational and condition data increasingly feasible. With interconnectivity made possible among systems across an enterprise, more machine data can be acquired regarding repair history, past failures, past preventive maintenance, manufacturer recommendations, compliance with maintenance procedures, and other factors that influence machinery reliability.

It can be extremely useful to learn, for example, the status of wear components such as filters or bushings or when and how a machine was last lubricated or aligned. Seamless connectivity among smart devices can allow sharing of data about performance, condition, and maintenance noncompliance, particularly when organized in “dashboards.” Collection of such data enables cross-referencing and establishes a foundation for the data analytics process.

Shrinking technology costs additionally are making “edge computing” possible – pushing the analytics process closer to machines, initiating filtering, and sorting and organizing data. This results in what’s referred to as “smart” data – the most significant and pertinent data related to a specific performance issue – and it drives first-pass corrective actions.

Many leading enterprises across industries have begun to embrace the assorted opportunities unfolding from the IIoT and have invested significantly in digitalization resources and structure-enabling collaboration.

Identifying failure modes and fixes

Efforts associated with data analytics are concentrated on developing more-efficient and effective maintenance processes and business decisions involving rotating equipment.

Traditionally and before the optimization of machine-learning algorithms, data analysis mostly has been the domain of subject-matter experts. With problems detected from analytics, subject matter experts serve to identify corrective actions that can eliminate and/or avoid machinery failures. In the case of rotating machinery performance, most analytic efforts have been focused on improving automation and the effectiveness of root-cause diagnostics to ultimately avoid unplanned machine downtime and mitigate risks associated with failures. Much rotating machinery reliability expertise has been based on data and knowledge obtained from reliability-centered maintenance studies or similar materials, which then have been compared with current practices.

With the availability of more data and collaborative analytics led by subject-matter experts, current efforts are focused on improving prognostics evaluation, extending machinery life cycle, and prolonging run time by managing operations-induced variables.

When a potential equipment failure has been identified, ideally the next step is to calculate the amount of time before the failure is likely to occur – and, in the case of business-critical assets, whether the impending failure can be managed or delayed. Can run time of an asset be extended, for example, so that repairs can be aligned with a planned shutdown?

The value in pairing the benefits of data with expertise is significant. For paper manufacturers, correlating condition data, bearing inspection data, and maintenance practice data can eliminate repeat failures resulting from ineffective lubrication practices. Similarly, for steel producers, correlation of condition, failure, and design data along with environmentally induced variables can be used to decrease water contamination failures and improve roll quality yield by introducing more appropriate seal designs.

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