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  • 1.  Plant Turnaround Strategy

    Posted 08-12-2022 12:53 PM
    Hello everyone!

    At one time or another during my career as maintenance superintendent, I have worked for an employer or two (minerals treatment plant) where plant turnarounds or maintenance outages were scheduled every month! Although I was never able to establish the real reason behind this, it appeared to be out of compliance to operational policy rather than maintenance necessity. There were delays on each start-up occasion and this caused major problems!

    Even if it's shutting down a different part of the plant at a time, the time intervals seemed irrational?

    Please share your thoughts, some light, and or advice.

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    Boykie Sebobi CEng, CMRP
    Principal Consultant
    AssetSure
    Gaborone
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  • 2.  RE: Plant Turnaround Strategy
    Best Answer

    Posted 08-15-2022 08:26 AM
    I've my career in various pulp and paper.  Outages are all driven by various business factors which include regulatory inspections, capital projects, business conditions, maintenance and operational needs.  The critical path need is identified and other work fits where it can.  Think of the big rocks in the jar first, then small ones, then sand then water until the downtime is full of necessary tasks.

    We have monthly outages on paper machines and the critical path is clothing life which drives the 4-6 week frequency.  Sometimes maintenance work will drive the total time but the frequency is set by clothing.

    Annual outages are many times required for capital installations or some regulatory type work - boiler inspection, dryer can inspection, etc.

    The plant and business model should drive (justify) the downtime for outages on time down and frequency.  Other industries such as food processing have to go down on a certain shift for mandatory cleaning and this is where maintenance is typically done.  It all depends on the business model. 

    Maintenance many times fits in where it can.  This is where the M&R professionals have to go to work to justify our need and scope of work.

    Good question and reminder for us all to critically question asset downtime.

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    Randy Riddell, CMRP, PSAP, CLS
    Reliability Manager
    Essity
    Cherokee AL
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  • 3.  RE: Plant Turnaround Strategy

    Posted 08-22-2022 06:25 AM
    Hello Randy,

    Thank you so much for the insight. You offer a useful analysis of plant turnaround. I guess there's no hard and fast rule pertaining to the frequency of the event.

    In particular, you quite rightly point out that plant outages will very much depend on the business.


    Thank you once again.

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    Boykie Sebobi CEng, CMRP, BEng
    Principal Consultant
    AssetSure
    Gaborone
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  • 4.  RE: Plant Turnaround Strategy

    Posted 08-22-2022 08:49 AM
    Hello Boykie,

    I agree with Randy, the shutdowns should not be scheduled arbitrarily, there are usually a business requirement that determines how often shutdowns should take place.  The first step in our Shutdown philosophy is to clearly define these reasons and then challenge and/or verify them.  As Randy said, for paper machines a 4-6 intervall is needed due to clothing changes.  We have not found away around this in the paper industry, and the 4-6 weeks aligns fairly well with maintenance needs on the machines as well. 

    A suggestion is to list all the reasons for having a shutdown.  For maintenance, it should be based on the need of the equipment, which means it may not be annually or monthly, the interval could change.  If it is regulatory, there is little you can do, you have to keep the interval. When the reasons are operational or maintenance, use some creative thinking and see if there are ways to make the shutdowns more efficient, timely, perhaps even eliminate some.


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    Torbjorn Idhammar
    President & CEO
    IDCON, Inc.
    http://www.idcon.com
    Raleigh NC
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  • 5.  RE: Plant Turnaround Strategy

    Posted 08-25-2022 07:34 AM
    Hello Torbjorn,

    Thank you so much for your input. I guess one could summarise reasons for plant shutdown to be based on the following requirements :

    • Regulatory
    • Business 
    • Operational
    • Maintenance
    If I were plant manager it wouldn't be such a bad idea to clearly define (as you quite rightly suggest) the reasons and communicate the shutdown schedule for the calendar year. I would suggest that the schedule be communicated via maintenance dashboard. I agree that the maintenance organisation will always welcome an outage opportunity. If we went down this route, and through proper and adequate planning before execution, shutdowns would indeed be more efficient - completion of scheduled work, closeout and start-up, etc. 

    The 4-6 weeks interval not only aligns well with maintenance needs, but it also rings a bell on backlog work - the time lag often recommended for the amount of backlog work. It may be that some shutdowns are unnecessary. I know that in some operations where I used to work in the mining & metals industry some shutdowns were planned due to uncompleted work that was scheduled for the previous shutdown!

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    Boykie Sebobi CEng, CMRP, BEng
    Principal Consultant
    AssetSure
    Gaborone
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  • 6.  RE: Plant Turnaround Strategy

    Posted 09-04-2022 06:44 PM
    Hi Boykie, that's a good summary. I would recommend that any plant / asset that has major shutdowns / outages has a documented shutdown strategy that explains what drives major shutdowns/outages and how this will be managed in terms of scoping, scope freeze, planning, execution etc. 

    It does really vary from industry to industry though, e.g. in oil & gas major shutdowns are being pushed further and further out to every 4 to 6 years, and often the main drivers are regulatory inspections on vessels and major turbine/compressor maintenance.

    Irrespective of your industry, there often is massive value to be had by extending shutdown intervals and I have seen a lot of plants conduct shutdowns at a certain frequency just because that's what they always did. Challenging that practice and carefully analyzing what the real shutdown drivers are and how those can be extended is often a worthwhile exercise.

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    Erik Hupje
    http://www.roadtoreliability.com
    https://www.linkedin.com/in/erikhupje/
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  • 7.  RE: Plant Turnaround Strategy

    Posted 01-10-2024 02:22 PM

    My two cents. First everybody has offered useful insight. OEM maintenance recommendations are generally over conservative. Start thee if you have no other metric and then study the equipment trends and plan according. I worked through the startup of six geothermal turbines. Year one, 2009, was an outage for all six. 2023, not more than one planned turbine outage each year. Condition based maintenance reduced the need to enter the equipment. Reducing human interaction with the equipment reduced human caused defect. 



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    Larry James
    Lockout Larry
    1. Personnel 2. Environment 3. Equipment 4. Revenue
    Reno NV
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  • 8.  RE: Plant Turnaround Strategy

    Posted 01-11-2024 10:39 AM
    Edited by Karl Burnett 01-11-2024 10:39 AM

    Organizational factors can be important. It would be nice if these were documented, but a drop-in consultant or auditor might not be able to determine the reasons. I'd guess that many maintenance managers are not sufficiently connected with the controllership or demand planning to necessarily realize what is driving their maintenance opportunities. Here are some that I've seen in play beyond the technical needs of the machinery:

    1. The turnaround is paid for by the Opex budget, which was set a year and a half ago in 10 minutes on a Thursday at 5:20 pm when the controller was trying to leave for the day. Once budgeted, you live with it...then it gets cut further as you get near execution. 
    2. Production campaigns and end-of-year or end-of-quarter inventory management. You can "live off" the contents of the warehouse for a few weeks, lock in your inventory for tax & insurance and get a better closing value for both. Meanwhile, maintenance gets the plant, but it's a side benefit and not related to the actual required PM frequency. 
    3. Work package size and work capacity: if you wait too long, you generate more work. At some point, this becomes too large for your regular organization to manage (i.e. plan the work, manage parts packaging, issue work permits for as many work sites, and supervise the work with a limited number of qualified people.) A longer, infrequent turnaround is more difficult to budget for, so some people prefer frequent, small opportunities. They are easier to budget and manage.
    4. Contractor availability, especially for key skills like breaker testing and on-site PSV repair during turnaround season. 

    NFPA 70B (Std for Electrical Equipment Maintenance) is a very powerful document, equal in authority to NFPA 70 (National Electrical Code) and NFPA 70E (Safety & Arc Flash). It directly addresses changing PM frequency based on conditions of service and prior inspection results, repairs, infrared findings, incidents, etc. So if you think you're electrically safe but haven't read 70B and made some changes...please read it free online, then buy a copy. 

    People often want to extend the time between turnarounds. To put some limits on this, I did some work in measuring local PSV repair frequency under API and ASM to show that more cycle extensions weren't technically justified. I did the same thing for the electrical distribution system using NFPA 70B. We made these lessons learned in a few near-miss incident reports. Then I "conspired" with the HSE manager to modify some of the wording of the HSE SOPs regarding critical maintenance...presto, now I had a paper trail that was a big impediment to extending turnaround cycle times and required an MOC for each breaker or PSV anyone wanted to extend. 

    Startups Errors:

    If the plant in question is run continuously, it will be bad at being able to shutdown and startup without incident or quality losses. If the same plant changes the operating profile from continuous to block operation with frequent startups, the incidents and quality losses will get worse at first. Eventually, the organization will learn and improve. How fast this happens depends on how much of an adaptive learning organization you have. Keys are active supervision and the ability to self-evaluate and incorporate lessons learned into operating documents. I've seen this happen several times. 

    OEM Frequencies

    I had repeated disagreements with HSE about how OEM PM frequencies were nice initial suggestions but weren't RAGAGEP requirements for PSM. They understood OEM frequencies as hard requirements. I tried to convince them that codes allowed changing PM frequencies when supported by evidence using a formal evaluation process...which in my mind could be as simple as having the maintenance planner look at the work order history, no big committees needed. I think they sometimes believed me a little bit...but just taking the OEM number is quite easy. 



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    Karl Burnett
    General Electric
    Anderson SC
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