Condition-based switching, loading, and age-based maintenance policies for standby systems

IF 6 2区 管理学 Q1 OPERATIONS RESEARCH & MANAGEMENT SCIENCE European Journal of Operational Research Pub Date : 2024-09-10 DOI:10.1016/j.ejor.2024.09.014
Xian Zhao , Rong Li , He Han , Qingan Qiu
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Abstract

Standby techniques are widely incorporated in structural design to enhance the inherent reliability of systems. To further leverage the system performance during operation, decision-makers can adopt operational policies to manage system degradation. Specifically, at the system level, unit switching that dynamically determines the online unit contributes to avoiding unexpected shutdowns. At the unit level, adjusting load levels to manage the trade-off between condition degradation and revenue accumulation is crucial for maximizing profit. Additionally, adopting age-based maintenance as a tactical decision, which effectively facilitates the integration of maintenance resources, can be implemented to restore a degraded system. For instance, maintenance is typically scheduled at fixed moments for multi-generator power systems located in remote areas. In between maintenance moments, the proactive switching of generators can ensure uninterrupted output, and the adjustment of load levels for online generators helps to maximize output. Motivated by such engineering practices, this paper investigates condition-based switching, loading, and age-based maintenance policies for standby systems to maximize the expected profit rate in the long-run horizon. The problem is formulated as a Markov decision process. The structural properties of the control-limit switching and monotone loading policies are analyzed for easy policy implementation and efficient problem solutions. For comparative purposes, several heuristic policies are proposed and evaluated. Finally, numerical examples are presented to validate theoretical results and illustrate the superiority of the proposed risk control policy.
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备用系统基于状态的切换、负载和基于年龄的维护政策
备用技术被广泛纳入结构设计中,以提高系统的固有可靠性。为了进一步发挥系统在运行期间的性能,决策者可以采用运行策略来管理系统故障。具体来说,在系统层面,动态决定在线机组的机组切换有助于避免意外停机。在机组层面,调整负荷水平以管理状态退化和收入积累之间的权衡,对于实现利润最大化至关重要。此外,将基于机龄的维护作为一种战术决策,可有效促进维护资源的整合,从而恢复性能下降的系统。例如,对于位于偏远地区的多发电机电力系统,通常会在固定的时间进行维护。在两次维护之间,主动切换发电机可确保不间断输出,而调整在线发电机的负载水平则有助于最大限度地提高输出。受此类工程实践的启发,本文研究了备用系统基于状态的切换、负载和基于年龄的维护政策,以实现长期预期利润率的最大化。该问题被表述为一个马尔可夫决策过程。分析了控制极限切换和单调加载政策的结构特性,以便于政策的实施和问题的有效解决。为了便于比较,提出并评估了几种启发式政策。最后,介绍了一些数值示例,以验证理论结果,并说明所提出的风险控制策略的优越性。
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来源期刊
European Journal of Operational Research
European Journal of Operational Research 管理科学-运筹学与管理科学
CiteScore
11.90
自引率
9.40%
发文量
786
审稿时长
8.2 months
期刊介绍: The European Journal of Operational Research (EJOR) publishes high quality, original papers that contribute to the methodology of operational research (OR) and to the practice of decision making.
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