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Mantenimiento

Preventive Maintenance

A time-based or usage-based maintenance strategy that performs scheduled activities at predetermined intervals to maintain equipment in good operating condition and reduce the probability of failure. Activities include: lubrication (regreasing bearings, oil changes), inspection (visual, dimensional, functional checks), adjustment (belt tension, alignment verification, calibration), cleaning (removing contamination, clearing filters), and scheduled replacement of wear items (belts, filters, seals, bearings) before reaching their expected end of life. PM intervals are based on: manufacturer recommendations, operating experience, MTBF data, and regulatory requirements. Per ISO 55000 (asset management) and TPM methodology. A well-structured PM program typically prevents 70-80% of potential failures at a fraction of the cost of corrective maintenance. Key metrics: PM compliance (target >90% — percentage of scheduled PMs completed on time), PM-to-CM ratio (target >80% PM, <20% CM), and mean time between failures (MTBF, should increase with effective PM). PM limitations: some components fail randomly (no wear-out pattern), making time-based replacement wasteful — these are candidates for predictive (condition-based) maintenance instead. The optimal maintenance mix combines PM for wear-out items, PdM for condition-detectable items, and corrective for non-critical run-to-failure items.

What you need to know

  • A time-based or usage-based maintenance strategy that performs scheduled activities at predetermined intervals to maintain equipment in good operating condition and reduce the probability of failure.
  • Activities include: lubrication (regreasing bearings, oil changes), inspection (visual, dimensional, functional checks), adjustment (belt tension, alignment verification, calibration), cleaning (removing contamination, clearing filters), and scheduled replacement of wear items (belts, filters, seals, bearings) before reaching their expected end of life.
  • PM intervals are based on: manufacturer recommendations, operating experience, MTBF data, and regulatory requirements.
  • Per ISO 55000 (asset management) and TPM methodology.
  • A well-structured PM program typically prevents 70-80% of potential failures at a fraction of the cost of corrective maintenance.

Full definition

Preventive Maintenance (PM) is a critical maintenance strategy employed in industrial settings to ensure equipment reliability and longevity. This approach involves performing scheduled maintenance tasks at predetermined intervals, either based on time or usage metrics, to maintain equipment in optimal operating condition. Common activities included in a PM program are lubrication, inspection, adjustment, cleaning, and the scheduled replacement of wear items. For instance, regular lubrication of bearings can significantly reduce friction, while timely oil changes help maintain the integrity of the machinery. Inspections are vital for identifying potential issues before they escalate into significant failures, and adjustments, like verifying belt tension, are necessary to ensure efficient operation of power transmission systems. Cleaning operations, such as removing contaminants or clearing filters, prevent operational disruptions and enhance equipment performance.

The intervals for preventive maintenance are typically established based on several factors, including manufacturer recommendations, historical operating experience, Mean Time Between Failures (MTBF) data, and adherence to regulatory requirements. ISO 55000 outlines standards for asset management, emphasizing the importance of a well-structured PM program. Research indicates that effective PM can prevent 70-80% of potential failures, which is significantly more cost-effective than relying on corrective maintenance strategies that address failures after they occur. Key performance metrics for PM include PM compliance, with a target greater than 90% for scheduled tasks completed on time, a PM-to-CM ratio aiming for more than 80% PM activities versus less than 20% CM tasks, and an increase in MTBF as a direct result of effective preventive practices.

However, there are inherent limitations within a preventive maintenance approach. Certain components may fail randomly, without a predictable wear-out pattern, leading to unnecessary replacements if strictly following time-based schedules. Such components are better suited for predictive maintenance (PdM) strategies, which monitor the condition of equipment to forecast failures. The optimal maintenance strategy combines preventive maintenance for predictable wear-out items, predictive maintenance for condition-detectable items, and corrective maintenance for non-critical components that can afford to run to failure. This balanced approach enhances overall operational efficiency and minimizes unplanned downtime.

What you need to know

  • What you need to know: PM is primarily a time-based or usage-based strategy aimed at preventing equipment failures.
  • Activities include lubrication, inspection, adjustment, cleaning, and scheduled replacement of wear items such as belts and filters.
  • Effective PM can prevent 70-80% of potential failures, making it more cost-effective than corrective maintenance.
  • Key metrics include PM compliance (>90%), PM-to-CM ratio (>80% PM), and an increasing MTBF.
  • Some components may fail randomly, indicating the need for predictive maintenance strategies instead of strict time-based replacements.

Industrial applications

  • 1Scheduled lubrication of machinery in a manufacturing plant to reduce wear and tear.
  • 2Routine inspections in a power transmission facility to check belt tension and alignment.
  • 3Regular oil changes in engines or hydraulic systems to ensure optimal performance.
  • 4Cleaning air filters in HVAC systems to maintain air quality and system efficiency.
  • 5Replacing worn-out seals in pumps to prevent leaks and maintain operational integrity.

Common mistakes

  • Neglecting to follow manufacturer recommendations for PM schedules, leading to potential failures.
  • Over-replacing components based on time rather than actual condition, wasting resources.
  • Failing to document PM activities, which can hinder compliance tracking and trend analysis.
  • Not adjusting the PM program based on operational changes or equipment upgrades.
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Pro tip

Regularly review and adjust your PM program based on equipment performance data to optimize maintenance effectiveness.

Technical standards

  • ISO 55000 — Asset management — Overview, principles and terminology.
  • TPM — Total Productive Maintenance principles for equipment effectiveness.

Suppliers of industrial maintenance in Mexico

Applicable standards

ISO 55000