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The role of engineering & technical documenta3on within the framework of ISO 55001 Requirements specifica0on for an effec0ve and integrated management systems for assets Nick Ruddock Partner Maintenance Partnership Systems Pty Ltd 3 rd December 2013

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Nick Ruddock, Partner, Maintenance Partnership Systems Pty Ltd delivered this presentation at the Asset Management and Maintenance Conference. This conference addressed the effective maintenance strategies for a variety of private and public assets. Find out more at http://www. Informa.com.au/assetmgmt2013

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Page 1: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

The  role  of  engineering  &  technical  documenta3on  within  the  framework  of  ISO  55001  Requirements  specifica0on  for  an  effec0ve  and  integrated  management  systems  for  assets  

Nick  Ruddock  Partner  Maintenance  Partnership  Systems  Pty  Ltd  3rd  December  2013  

Page 2: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

Commercial-­‐In-­‐Confidence  www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 2  

The  ques0on!  

Who  is  this  guy?  

Why  am  I  giving  him  35  minutes  of  my  life?  

Page 3: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

Commercial-­‐In-­‐Confidence  www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 3  

The  answers  

20  years  experience  helping  global  clients  deliver  large  scale    technical  documenta0on  solu0ons.  

Page 4: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

Commercial-­‐In-­‐Confidence  www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 4  

Experience  

20  years  experience  helping  global  clients  deliver  large  scale    technical  documenta0on  solu0ons.  

Page 5: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

Commercial-­‐In-­‐Confidence  www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 5  

Current  focus  

Maintenance Partnership Systems focuses on making better use of critical technical content for asset maintenance & management.

Page 6: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

Commercial-­‐In-­‐Confidence  www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 6  

Current  focus  

Maintenance Partnership Systems focuses on making better use of critical technical content for asset maintenance & management.

Page 7: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

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Quiet  0me  to  catch  up  –  2am  on  a  long  weekend.  

Page 8: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

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The  arrgghh  moment.  

Arrgghh!

Page 9: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

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The  arrgghh  moment.  

Arrgghh!

“2:00  am  on  a  long  weekend”  is  probably  the  wrong  0me  to  discover  that  task  cri0cal  informa0on  is  missing  

Page 10: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

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The  basic  proposi0on  

Engineering  and  technical  documenta0on  is  a  mission  cri0cal  resource  for  asset  management.  

Page 11: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

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The  conten0ous  proposi0on  

Engineering  and  technical  documenta0on  is  a  mission  cri0cal  resource  for  asset  management.  

Few  firms  that  manage  large  scale  plant  give  it  due  a\en0on.  

Page 12: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

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The  conten0ous  proposi0on  

Engineering  and  technical  documenta0on  is  a  mission  cri0cal  resource  for  asset  management.  

Few  firms  that  manage  large  scale  plant  give  it  due  a\en0on.  

Fewer  s0ll  ac0vely  exploit  it  for  measurable  maintenance  produc0vity  gains.  

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The  opportunity  

Engineering  and  technical  documenta0on  is  a  mission  cri0cal  resource  for  asset  management.  

Few  firms  that  manage  large  scale  plant  give  it  due  a\en0on.  

Fewer  s0ll  ac0vely  exploit  it  for  measurable  maintenance  produc0vity  gains.  

ISO  55000  ….  provides  an  …  opportunity  to  re-­‐examine  and  refine  asset  management  and  maintenance  prac0ces.  

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ISO  55000  is  the  first  worldwide  a3empt  to  capture  the  generically  applicable  ‘must  do’  items  for  the  management  of  any  asset  type…..  the  new  standards  will  also  provides  significant  opportuniBes  to  re-­‐examine  and  refine  asset  owner  and  service  provider  relaBonships,  governance  and  regulatory  frameworks  and  insurance,  customer  relaBons  and  other  stakeholder  confidence.  

Where  might  ISO  55000  come  in?  

John  Woodhouse,  The  Woodhouse  Partnership  

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ISO  55000  is  the  first  worldwide  a3empt  to  capture  the  generically  applicable  ‘must  do’  items  for  the  management  of  any  asset  type…..  the  new  standards  will  also  provides  significant  opportuni6es  to  re-­‐examine  and  refine  asset  owner  and  service  provider  rela6onships,  governance  and  regulatory  frameworks  and  insurance,  customer  relaBons  and  other  stakeholder  confidence.  

Where  might  ISO  55000  come  in?  

John  Woodhouse,  The  Woodhouse  Partnership  

Page 16: Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

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ISO  55000  provides  significant  opportuni6es  to  re-­‐examine  and  refine  asset  owner  and  service  provider  rela6onships  

Where  might  ISO  55000  come  in?  

OEM/manufacturer  Authorita3ve  source  of    engineering  and  technical    documenta3on  

Ac3ve  maintenance  informa3on  partner  =   =  

One  possible  example  of  a  re-­‐imagined  rela0onship    

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Is  it  worth  the  effort?  An  overall  metric  

Late  1990’s,  Kenneco\  Copper  reported  a  10%  overall  improvement  on  maintenance  efficiency  following  improvements  in  that  made  their  technical  documenta0on  more  accessible  to  technicians.  

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Is  it  worth  the  effort?  Another  overall  metric  

Late  1990’s,  Kenneco\  Copper  reported  a  10%  overall  improvement  on  maintenance  efficiency  following  improvements  in  that  made  their  technical  documenta0on  more  accessible  to  technicians.  

A  recent  study  at  an  oil  &  gas  company  (also)  reported  an  overall  10%  produc0vity  gain  for  maintenance  users  associated  with  as  a  solu0on  to  be\er  manage  new  and  legacy  engineering  data,  providing  a  single  access  point  for  98%  of  their  engineering  data.  

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“Data  is  not  informa0on,  Informa0on  is  not  knowledge,  Knowledge  is  not  understanding,  

Understanding  is  not  wisdom.…”      Oken  a\ributed  to  US  astrophysicist,  Clifford  Stoll  and  Gary  Schubert  

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“Data  is  not  informa0on,  Informa0on  is  not  knowledge,  Knowledge  is  not  understanding,  

Understanding  is  not  wisdom.…”      Oken  a\ributed  to  US  astrophysicist,  Clifford  Stoll  and  Gary  Schubert  

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Line-­‐of-­‐sight  concept  

Line-­‐of-­‐sight  is  an  important  concept  because,  in  my  humble  opinion,  if  all  that  comes  out  of  these  

(ISO  55000)  standards  is  the  increase/improvement  of  ‘line  of  sight’  for  (NonHuman/

Non-­‐Financial)  assets  asset  management,  it  will  be  a  resounding  success!!!    

 Lyle  Hestermann,  “Line  of  Sight  Asset  Management”  

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Overhaul  Task    on  EAM    

equipment  object  

EAM  equipment  object  “poin3ng”  at  physical  

equipment  

Impeller  Nut  FM3  …  40  k-­‐lbs  FM5  …  90  k-­‐lbs  

www.fristram.de  

Line-of-sight information access

Line-­‐of-­‐sight  concept  

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Factors  that  complicate  use  of    technical  content  for  asset  maintenance  

Perspec0ve  •  Different  informa0on  creators  prepare  their  documenta0on  according  to  their  internal  drivers.  

•  Plant  maintainers  must  understand  and  navigate  documenta0on  organized    from    

Context  •  OEMs  oken  document  all  configura0ons  for  a  single  model  in  one  book.  

•  Any  single  item  of  equipment  has  only  one  configura0on.  Maintainers  must  recognise  relevant  informa0on.  

Changes  •  Changes  to  technical  documenta0on  are  a  fact  of  life.  

•  Differing  documenta0on  lifecycles  complicate  how  informa0on  needs  to  be  extracted  for  use..  

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Line-­‐of-­‐sight,  a  working  example  for  heavy  mobile  assets  

Hitachi  Parts  Books    Serial  Number  sensi0ve  

Wide  range  of  instruc0onal  manuals  

from  Hitachi  

Links  Cummins  manuals  or  to    Quickserve.  Parts  book  &  manual  for  a  

non  standard  bucket  

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Line-­‐of-­‐sight,  a  working  example  for  process  assets  

“Blue  page”  index  for  the  Separator  

Parts  list  from  ASE  

Density  Probe  from  

Burkert  

I,CO&M  Manual  from  ASE  

Actuator  from  AMV  

Thruster  valve  from  Valveco  

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Is  it  worth  the  effort?  Voices  from  the  coal  face  

“The  technical  library  is  simple  for  site  staff  to  use  regardless  of  someone’s  level  of  computer  skill.  It  is  very  easy  for  people  to  find  informa3on  about  a  machine,  because  the  informa0on  is  linked  to  the  machine  –  it  provides  a  flexible,  one-­‐stop  shop  for  technical  resources”.    A.Irvine,  Reliability  Engineer,  Anglo  American  Metallurgical  Coal.  

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Is  it  worth  the  effort?  Voices  from  the  coal  face  

“‘Professional  technical  content  management’  is  not  sexy  but  I  have  seen  a  lot  of  money  spent  on  project  ini0a0ves  that  focus  only  on  the  immediate…    12mths  aRer  everyone  has  pa\ed  themselves  on  the  back  for  a  job  well  done,  the  project  ini3a3ve  falls  over….  Finishing  all  these  loose  ends  can  take  as  long  as  getng  sexy  parts  of  the  project  but  they  are  important  to  the  long  term  viability  of  these  projects.”  G.Conway,  Electrical  Engineer,  Anglo  American  Metallurgical  Coal.  

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Winding  it  up  

The  full  discussion  demands  considera0on  of  significant  detail  –  0me  does  not  allow  us  to  fully  delve  into  it  here.  The  presenta0on  is  a  summary  of  the  paper  available  from  the  Conference  share  site.  

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Summary  

For  the  most  part,  plant  maintainers  cope  with  the  technical  documenta0on  as  best  as  they  can.  It  is  oken  treated  as  an  akerthought  within  the  plant  management  system.  

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Summary  

ISO  55000  presents  a  perfect  opportunity  to  re-­‐imagine  how  dynamic,  externally-­‐sourced  informa0on  might  be  be\er  exploited.    

For  the  most  part,  plant  maintainers  cope  with  the  technical  documenta0on  as  best  as  they  can.  It  is  oken  treated  as  an  akerthought  within  the  plant  management  system.  

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Summary  

ISO  55000  presents  a  perfect  opportunity  to  re-­‐imagine  how  dynamic,  externally-­‐sourced  informa0on  might  be  be\er  exploited.    

For  the  most  part,  plant  maintainers  cope  with  the  technical  documenta0on  as  best  as  they  can.  It  is  oken  treated  as  an  akerthought  within  the  plant  management  system.  

OEMs  &  manufacturers  are  typically  the  authorita0ve  informa0on  source  for  their  equipment  and  the  informa0on  is  diverse  and  rela0vely  dynamic.  

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Summary  

The  ideal  situa0on  for  plant  maintainers  is  to  leave  technical  informa0on  under  the  management  of  the  organisa0ons  that  created  it.  Then  establish  innova0ve  lines-­‐of-­‐sight  to  access  it  as  needed.  

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Summary  

The  ideal  situa0on  for  plant  maintainers  is  to  leave  technical  informa0on  under  the  management  of  the  organisa0ons  that  created  it.  Then  establish  innova0ve  lines-­‐of-­‐sight  to  access  it  as  needed.  

The  ISO  55000  family  of  standards  present  the  opportunity  to  re-­‐define  the  supplier  rela0onships  and  find  innova0ve  ways  of  linking  informa0on  requirements  with  informa0on  sources.  

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Summary  

The  ideal  situa0on  for  plant  maintainers  is  to  leave  technical  informa0on  under  the  management  of  the  organisa0ons  that  created  it.  Then  establish  innova0ve  lines-­‐of-­‐sight  to  access  it  as  needed.  

The  ISO  55000  family  of  standards  present  the  opportunity  to  re-­‐define  the  supplier  rela0onships  and  find  innova0ve  ways  of  linking  informa0on  requirements  with  informa0on  sources.  

This  will  be  a  journey,  not  a  des0na0on  but  even  small,  determinedly  innova0ve  steps  can  deliver  surprising  results.  

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Ques0ons