The	
  role	
  of	
  engineering	
  &	
  technical	
  documenta3on	
  within	
  the	
  framework	
  of	
  ISO	
  55001	
  ...
The	
  ques0on!	
  

Who	
  is	
  this	
  guy?	
  

Why	
  am	
  I	
  giving	
  him	
  35	
  minutes	
  of	
  my	
  life?	...
The	
  answers	
  

20	
  years	
  experience	
  helping	
  global	
  clients	
  deliver	
  large	
  scale	
  	
  
technic...
Experience	
  

20	
  years	
  experience	
  helping	
  global	
  clients	
  deliver	
  large	
  scale	
  	
  
technical	
...
Current	
  focus	
  

Maintenance Partnership Systems focuses on making better use of
critical technical content for asset...
Current	
  focus	
  
Maintenance Partnership Systems focuses on making better use of
critical technical content for asset ...
Quiet	
  0me	
  to	
  catch	
  up	
  –	
  2am	
  on	
  a	
  long	
  weekend.	
  

Commercial-­‐In-­‐Confidence	
  
www.mpsk...
The	
  arrgghh	
  moment.	
  

Arrgghh!

Commercial-­‐In-­‐Confidence	
  
www.mpskey.com	
  

Copyright © 2011 Maintenance ...
The	
  arrgghh	
  moment.	
  

“2:00	
  am	
  on	
  a	
  long	
  weekend”	
  is	
  
probably	
  the	
  wrong	
  0me	
  to	...
The	
  basic	
  proposi0on	
  

Engineering	
  and	
  technical	
  documenta0on	
  is	
  a	
  mission	
  
cri0cal	
  resou...
The	
  conten0ous	
  proposi0on	
  

Engineering	
  and	
  technical	
  documenta0on	
  is	
  a	
  
mission	
  cri0cal	
  ...
The	
  conten0ous	
  proposi0on	
  

Engineering	
  and	
  technical	
  documenta0on	
  is	
  a	
  
mission	
  cri0cal	
  ...
The	
  opportunity	
  

Engineering	
  and	
  technical	
  documenta0on	
  is	
  a	
  
mission	
  cri0cal	
  resource	
  f...
Where	
  might	
  ISO	
  55000	
  come	
  in?	
  

ISO	
  55000	
  is	
  the	
  first	
  worldwide	
  a3empt	
  to	
  captu...
Where	
  might	
  ISO	
  55000	
  come	
  in?	
  

ISO	
  55000	
  is	
  the	
  first	
  worldwide	
  a3empt	
  to	
  captu...
Where	
  might	
  ISO	
  55000	
  come	
  in?	
  

ISO	
  55000	
  provides	
  significant	
  opportuni6es	
  to	
  re-­‐ex...
Is	
  it	
  worth	
  the	
  effort?	
  An	
  overall	
  metric	
  

Late	
  1990’s,	
  Kenneco	
  Copper	
  reported	
  a	
...
Is	
  it	
  worth	
  the	
  effort?	
  Another	
  overall	
  metric	
  

Late	
  1990’s,	
  Kenneco	
  Copper	
  reported	
...
 

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

“Data	
  is	
  not	
  informa0on,	
  Informa0on	
  is	
  not	
  
knowledge,	
  Knowledge	
  is	
  not	
  understanding,...
Line-­‐of-­‐sight	
  concept	
  

	
  

Line-­‐of-­‐sight	
  is	
  an	
  important	
  concept	
  because,	
  in	
  
my	
  ...
Line-­‐of-­‐sight	
  concept	
  
Line-of-sight information access

Overhaul	
  Task	
  	
  
on	
  EAM	
  	
  
equipment	
 ...
Factors	
  that	
  complicate	
  use	
  of	
  	
  technical	
  content	
  for	
  asset	
  maintenance	
  

Perspec0ve	
  
...
Line-­‐of-­‐sight,	
  a	
  working	
  example	
  for	
  heavy	
  mobile	
  assets	
  

Hitachi	
  Parts	
  Books	
  	
  
S...
Line-­‐of-­‐sight,	
  a	
  working	
  example	
  for	
  process	
  assets	
  

“Blue	
  page”	
  index	
  for	
  the	
  Se...
Is	
  it	
  worth	
  the	
  effort?	
  Voices	
  from	
  the	
  coal	
  face	
  

“The	
  technical	
  library	
  is	
  sim...
Is	
  it	
  worth	
  the	
  effort?	
  Voices	
  from	
  the	
  coal	
  face	
  

“‘Professional	
  technical	
  content	
 ...
Winding	
  it	
  up	
  

The	
  full	
  discussion	
  demands	
  considera0on	
  of	
  
significant	
  detail	
  –	
  0me	
...
Summary	
  

For	
  the	
  most	
  part,	
  plant	
  maintainers	
  cope	
  with	
  the	
  
technical	
  documenta0on	
  a...
Summary	
  

For	
  the	
  most	
  part,	
  plant	
  maintainers	
  cope	
  with	
  the	
  
technical	
  documenta0on	
  a...
Summary	
  

For	
  the	
  most	
  part,	
  plant	
  maintainers	
  cope	
  with	
  the	
  
technical	
  documenta0on	
  a...
Summary	
  

The	
  ideal	
  situa0on	
  for	
  plant	
  maintainers	
  is	
  to	
  leave	
  
technical	
  informa0on	
  u...
Summary	
  

The	
  ideal	
  situa0on	
  for	
  plant	
  maintainers	
  is	
  to	
  leave	
  
technical	
  informa0on	
  u...
Summary	
  

The	
  ideal	
  situa0on	
  for	
  plant	
  maintainers	
  is	
  to	
  leave	
  
technical	
  informa0on	
  u...
Ques0ons	
  

Commercial-­‐In-­‐Confidence	
  
www.mpskey.com	
  

Copyright © 2011 Maintenance Partnership Systems. All ri...
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Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

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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

Published in: Technology, Business
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Nick Ruddock - Maintenance Partnership System - The role of engineering & technical documentation within the framework of ISO 55001

  1. 1. 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  
  2. 2. The  ques0on!   Who  is  this  guy?   Why  am  I  giving  him  35  minutes  of  my  life?   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 2  
  3. 3. The  answers   20  years  experience  helping  global  clients  deliver  large  scale     technical  documenta0on  solu0ons.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 3  
  4. 4. Experience   20  years  experience  helping  global  clients  deliver  large  scale     technical  documenta0on  solu0ons.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 4  
  5. 5. Current  focus   Maintenance Partnership Systems focuses on making better use of critical technical content for asset maintenance & management. Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 5  
  6. 6. Current  focus   Maintenance Partnership Systems focuses on making better use of critical technical content for asset maintenance & management. Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 6  
  7. 7. Quiet  0me  to  catch  up  –  2am  on  a  long  weekend.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 7  
  8. 8. The  arrgghh  moment.   Arrgghh! Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 8  
  9. 9. The  arrgghh  moment.   “2:00  am  on  a  long  weekend”  is   probably  the  wrong  0me  to   discover  that  task  cri0cal   informa0on  is  missing   Arrgghh! Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 9  
  10. 10. The  basic  proposi0on   Engineering  and  technical  documenta0on  is  a  mission   cri0cal  resource  for  asset  management.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 10  
  11. 11. 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   aen0on.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 11  
  12. 12. 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   aen0on.   Fewer  s0ll  ac0vely  exploit  it  for  measurable   maintenance  produc0vity  gains.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 12  
  13. 13. The  opportunity   Engineering  and  technical  documenta0on  is  a   mission  cri0cal  resource  for  asset   management.   Few  firms  that  manage  large  scale  plant  give  it  due   aen0on.   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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 13  
  14. 14. Where  might  ISO  55000  come  in?   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.   John  Woodhouse,  The  Woodhouse  Partnership   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 14  
  15. 15. Where  might  ISO  55000  come  in?   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.   John  Woodhouse,  The  Woodhouse  Partnership   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 15  
  16. 16. Where  might  ISO  55000  come  in?   ISO  55000  provides  significant  opportuni6es  to  re-­‐examine  and   refine  asset  owner  and  service  provider  rela6onships   One  possible  example  of  a  re-­‐imagined  rela0onship     OEM/manufacturer   =   Authorita3ve  source  of     engineering  and  technical     documenta3on   Commercial-­‐In-­‐Confidence   www.mpskey.com   =   Ac3ve  maintenance   informa3on  partner   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 16  
  17. 17. 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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 17  
  18. 18. 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  beer  manage  new  and   legacy  engineering  data,  providing  a  single  access  point   for  98%  of  their  engineering  data.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 18  
  19. 19.   “Data  is  not  informa0on,  Informa0on  is  not   knowledge,  Knowledge  is  not  understanding,   Understanding  is  not  wisdom.…”     Oken  aributed  to  US  astrophysicist,  Clifford  Stoll  and  Gary  Schubert   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 19  
  20. 20.   “Data  is  not  informa0on,  Informa0on  is  not   knowledge,  Knowledge  is  not  understanding,   Understanding  is  not  wisdom.…”     Oken  aributed  to  US  astrophysicist,  Clifford  Stoll  and  Gary  Schubert   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 20  
  21. 21. 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”   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 21  
  22. 22. Line-­‐of-­‐sight  concept   Line-of-sight information access Overhaul  Task     on  EAM     equipment   object   EAM  equipment  object   “poin3ng”  at  physical   equipment   www.fristram.de   Commercial-­‐In-­‐Confidence   www.mpskey.com   Impeller  Nut   FM3  …  40  k-­‐lbs   FM5  …  90  k-­‐lbs   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 22  
  23. 23. Factors  that  complicate  use  of    technical  content  for  asset  maintenance   Perspec0ve   Context   Changes   •  Different  informa0on   •  OEMs  oken  document   •  Changes  to  technical   creators  prepare  their   all  configura0ons  for  a   documenta0on  are  a   documenta0on   single  model  in  one   fact  of  life.   according  to  their   book.   •  Differing   internal  drivers.   •  Any  single  item  of   documenta0on   •  Plant  maintainers  must   equipment  has  only  one   lifecycles  complicate   understand  and   configura0on.   how  informa0on  needs   navigate  documenta0on   Maintainers  must   to  be  extracted  for  use..   organized    from     recognise  relevant   informa0on.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 23  
  24. 24. Line-­‐of-­‐sight,  a  working  example  for  heavy  mobile  assets   Hitachi  Parts  Books     Serial  Number  sensi0ve   Wide  range  of   instruc0onal  manuals   from  Hitachi   Parts  book  &  manual  for  a   non  standard  bucket   Links  Cummins   manuals  or  to     Quickserve.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 24  
  25. 25. Line-­‐of-­‐sight,  a  working  example  for  process  assets   “Blue  page”  index  for  the  Separator   Parts  list   from  ASE   I,CO&M  Manual   from  ASE   Thruster  valve  from   Valveco   Actuator  from   AMV   Commercial-­‐In-­‐Confidence   www.mpskey.com   Density   Probe   from   Burkert   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 25  
  26. 26. 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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 26  
  27. 27. 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  paed   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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 27  
  28. 28. 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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 28  
  29. 29. 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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 29  
  30. 30. 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.   ISO  55000  presents  a  perfect  opportunity  to  re-­‐imagine   how  dynamic,  externally-­‐sourced  informa0on  might  be   beer  exploited.     Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 30  
  31. 31. 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.   ISO  55000  presents  a  perfect  opportunity  to  re-­‐imagine   how  dynamic,  externally-­‐sourced  informa0on  might  be   beer  exploited.     OEMs  &  manufacturers  are  typically  the  authorita0ve   informa0on  source  for  their  equipment  and  the   informa0on  is  diverse  and  rela0vely  dynamic.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 31  
  32. 32. 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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 32  
  33. 33. 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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 33  
  34. 34. 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.   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 34  
  35. 35. Ques0ons   Commercial-­‐In-­‐Confidence   www.mpskey.com   Copyright © 2011 Maintenance Partnership Systems. All rights Reserved 35  
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