Amit S. Patil, G. Soni, Anuj Prakash, Kritika Karwasra
{"title":"Maintenance strategy selection: a comprehensive review of current paradigms and solution approaches","authors":"Amit S. Patil, G. Soni, Anuj Prakash, Kritika Karwasra","doi":"10.1108/ijqrm-04-2021-0105","DOIUrl":null,"url":null,"abstract":"PurposeIn today's competitive industries, the selection of best suitable maintenance strategy is dependent on large number of quantitative and qualitative factors, and it becomes an extensively difficult problem for maintenance engineers. Over the years, a diverse range of solution methodologies have been developed for solving this multi-criteria decision-making (MCDM) problem. In this paper, the authors have presented a comprehensive review of latest maintenance strategy paradigms and solution approaches proposed for the selection of an appropriate strategy in various industries. It would provide a systematic mapping of developments in this field and identify some research gaps to explore further studies.Design/methodology/approachA systematic state-of-the-art comprehensive literature review on maintenance strategy paradigms and selection approaches is presented in this study. In this study, 87 research articles published in peer-reviewed journals, since year 2012, are reviewed.FindingsFor the selection of a suitable maintenance strategy, a variety of criteria are considered to better evaluate the alternatives. In this study, contemporary strategies are discussed, and their applications in different industries are also depicted. Moreover, through the analysis of extant literature, critical criteria are selected and classified in six major categories (namely, economic, technical, safety, environmental, feasibility and social) and further sub-categorized in quantitative and qualitative classes. These clusters of criteria can be helpful as an initial set of criteria for survey and then case- or industry-specific criteria can be shortlisted for further alternative evaluation.Practical implicationsFrom the perspective of maintenance managers, maintenance management can be a very difficult task, considering the numerous factors affecting the decision-making process. In order to help in the decision-making process, this study presents the contemporary maintenance strategies in a systematic manner. In a previous study (Kothamasu et al., 2006), these strategies were classified into repair and prevent classes only. With the developments of autonomous maintenance and design out maintenance (DOM), it was fair to include continuous improvement class. It will help managers and practitioners to identify, according to organization policy, appropriate maintenance strategy alternatives for the asset. A benchmark set of state-of-the-art maintenance strategies are laid out with their applications. The industrial case studies discussed in this study summarizes the optimal maintenance strategies for respective industries. Also, most critical criteria are identified from the existing studies for various industries that can help maintenance practitioners in acknowledging the critical factors and making appropriate decisions. Evaluation parameters for the maintenance strategy selection (MSS) generally conflict with each other, and considering the difficulty of quantifying the qualitative measures, it is a challenging task to determine the optimal trade-off. In order to overcome these challenges, popular MCDM approaches, demonstrating effective results across different industries are discussed with their limitations and applications. Decision-makers can refer this study to identify best suitable decision-making technique for the MSS problem in the industry of their choice. Maintenance managers and engineers can refer the case studies illustrated in Tables 1 and 2 to analyse the MSS techniques proposed by previous studies with industry-specific applications.Social implicationsThis study is an attempt to provide a reference point for research scholars interested in the field of maintenance management and/or development of maintenance strategy framework. This study provides a critical state-of-the-art review of efforts made in the field of MSS. The prominent maintenance strategies being implemented in contemporary industries are discussed with respective case studies. Interested researchers and academicians can familiarize themselves with these strategies and their distinct features in this study. In order to guide future studies and provide a reference point for academicians, MSS critical criteria used in extant literature are identified and classified into a comprehensive benchmark framework. Moreover, the industrial case studies are discussed with the most critical criteria of MSS for different industries and which strategy is most suitable for the respective industries based on these criteria. Table 1 presents different MCDM techniques and their hybrid applications for solving MSS problem that can help researchers in identifying research gaps. Future research can be directed at addressing the limitation of MCDM approach employed in existing studies and comparing the differences in results obtained by the proposed approach. Different industrial case studies with considered maintenance strategy alternatives are presented in Table 2, which can help researchers in identifying the industries that have not been studied yet. Moreover, not all of the existing studies are carried out by considering all the presented benchmark strategies, which can be addressed in future studies by interested researchers. More detailed discussion on research gaps is presented in the following section.Originality/valueFrom the analysis of the extant literature, the authors could observe that the decision-making process adopted in numerous studies was limited to the classical maintenance strategies and not inclusive of aggressive maintenance strategy alternatives. To overcome these limitations and help maintenance managers in the decision-making, this study depicts the contemporary maintenance strategies, critical evaluation criteria and MCDM frameworks (employed to solve the MSS problem with industrial case studies) in a structured manner.","PeriodicalId":14193,"journal":{"name":"International Journal of Quality & Reliability Management","volume":" ","pages":""},"PeriodicalIF":2.7000,"publicationDate":"2021-12-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"4","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"International Journal of Quality & Reliability Management","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.1108/ijqrm-04-2021-0105","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q2","JCRName":"MANAGEMENT","Score":null,"Total":0}
引用次数: 4
Abstract
PurposeIn today's competitive industries, the selection of best suitable maintenance strategy is dependent on large number of quantitative and qualitative factors, and it becomes an extensively difficult problem for maintenance engineers. Over the years, a diverse range of solution methodologies have been developed for solving this multi-criteria decision-making (MCDM) problem. In this paper, the authors have presented a comprehensive review of latest maintenance strategy paradigms and solution approaches proposed for the selection of an appropriate strategy in various industries. It would provide a systematic mapping of developments in this field and identify some research gaps to explore further studies.Design/methodology/approachA systematic state-of-the-art comprehensive literature review on maintenance strategy paradigms and selection approaches is presented in this study. In this study, 87 research articles published in peer-reviewed journals, since year 2012, are reviewed.FindingsFor the selection of a suitable maintenance strategy, a variety of criteria are considered to better evaluate the alternatives. In this study, contemporary strategies are discussed, and their applications in different industries are also depicted. Moreover, through the analysis of extant literature, critical criteria are selected and classified in six major categories (namely, economic, technical, safety, environmental, feasibility and social) and further sub-categorized in quantitative and qualitative classes. These clusters of criteria can be helpful as an initial set of criteria for survey and then case- or industry-specific criteria can be shortlisted for further alternative evaluation.Practical implicationsFrom the perspective of maintenance managers, maintenance management can be a very difficult task, considering the numerous factors affecting the decision-making process. In order to help in the decision-making process, this study presents the contemporary maintenance strategies in a systematic manner. In a previous study (Kothamasu et al., 2006), these strategies were classified into repair and prevent classes only. With the developments of autonomous maintenance and design out maintenance (DOM), it was fair to include continuous improvement class. It will help managers and practitioners to identify, according to organization policy, appropriate maintenance strategy alternatives for the asset. A benchmark set of state-of-the-art maintenance strategies are laid out with their applications. The industrial case studies discussed in this study summarizes the optimal maintenance strategies for respective industries. Also, most critical criteria are identified from the existing studies for various industries that can help maintenance practitioners in acknowledging the critical factors and making appropriate decisions. Evaluation parameters for the maintenance strategy selection (MSS) generally conflict with each other, and considering the difficulty of quantifying the qualitative measures, it is a challenging task to determine the optimal trade-off. In order to overcome these challenges, popular MCDM approaches, demonstrating effective results across different industries are discussed with their limitations and applications. Decision-makers can refer this study to identify best suitable decision-making technique for the MSS problem in the industry of their choice. Maintenance managers and engineers can refer the case studies illustrated in Tables 1 and 2 to analyse the MSS techniques proposed by previous studies with industry-specific applications.Social implicationsThis study is an attempt to provide a reference point for research scholars interested in the field of maintenance management and/or development of maintenance strategy framework. This study provides a critical state-of-the-art review of efforts made in the field of MSS. The prominent maintenance strategies being implemented in contemporary industries are discussed with respective case studies. Interested researchers and academicians can familiarize themselves with these strategies and their distinct features in this study. In order to guide future studies and provide a reference point for academicians, MSS critical criteria used in extant literature are identified and classified into a comprehensive benchmark framework. Moreover, the industrial case studies are discussed with the most critical criteria of MSS for different industries and which strategy is most suitable for the respective industries based on these criteria. Table 1 presents different MCDM techniques and their hybrid applications for solving MSS problem that can help researchers in identifying research gaps. Future research can be directed at addressing the limitation of MCDM approach employed in existing studies and comparing the differences in results obtained by the proposed approach. Different industrial case studies with considered maintenance strategy alternatives are presented in Table 2, which can help researchers in identifying the industries that have not been studied yet. Moreover, not all of the existing studies are carried out by considering all the presented benchmark strategies, which can be addressed in future studies by interested researchers. More detailed discussion on research gaps is presented in the following section.Originality/valueFrom the analysis of the extant literature, the authors could observe that the decision-making process adopted in numerous studies was limited to the classical maintenance strategies and not inclusive of aggressive maintenance strategy alternatives. To overcome these limitations and help maintenance managers in the decision-making, this study depicts the contemporary maintenance strategies, critical evaluation criteria and MCDM frameworks (employed to solve the MSS problem with industrial case studies) in a structured manner.
在当今竞争激烈的行业中,选择最合适的维修策略依赖于大量的定量和定性因素,成为维修工程师普遍面临的难题。多年来,已经开发了各种解决方法来解决这个多标准决策(MCDM)问题。在本文中,作者对最新的维护策略范例和解决方案进行了全面的回顾,以便在不同的行业中选择合适的策略。它将系统地反映这一领域的发展情况,并确定一些研究差距,以探索进一步的研究。设计/方法/方法本研究对维修策略范例和选择方法进行了系统的、最新的综合文献综述。本研究回顾了自2012年以来发表在同行评议期刊上的87篇研究论文。为了选择合适的维护策略,考虑了各种标准来更好地评估替代方案。在本研究中,讨论了当代战略,并描述了它们在不同行业的应用。此外,通过对现有文献的分析,选择关键标准并将其分为六大类(即经济,技术,安全,环境,可行性和社会),并进一步分为定量和定性类。这些标准组可以作为调查的一组初始标准,然后可以列出特定于案例或行业的标准,以供进一步的替代评估。从维护管理人员的角度来看,考虑到影响决策过程的众多因素,维护管理可能是一项非常困难的任务。为了在决策过程中提供帮助,本研究以系统的方式提出了当代维护策略。在之前的一项研究中(Kothamasu et al., 2006),这些策略仅被分为修复类和预防类。随着自主维护和设计出维护(DOM)的发展,在系统中加入持续改进类是合理的。它将帮助管理人员和实践者根据组织策略,确定资产的适当维护策略替代方案。一组最先进的维护策略的基准与其应用程序一起列出。本研究中讨论的工业案例总结了各自行业的最佳维护策略。此外,从各种行业的现有研究中确定了大多数关键标准,这些标准可以帮助维护从业者认识到关键因素并做出适当的决策。维修策略选择(MSS)的评价参数通常相互冲突,并且考虑到定性度量的量化难度,确定最优权衡是一项具有挑战性的任务。为了克服这些挑战,讨论了流行的MCDM方法,并在不同行业中展示了有效的结果,以及它们的局限性和应用。决策者可以参考本研究,在他们所选择的行业中,找出最适合MSS问题的决策技术。维护经理和工程师可以参考表1和表2中所示的案例研究,以分析先前研究提出的具有特定行业应用的MSS技术。社会意义本研究旨在为研究维修管理和维修策略框架的学者提供一个参考点。本研究提供了在MSS领域所做的努力的关键的最新的审查。通过各自的案例研究,讨论了当代工业中正在实施的主要维护策略。感兴趣的研究人员和学者可以在本研究中熟悉这些策略及其独特的特点。为了指导未来的研究,并为学者提供参考点,我们确定了现有文献中使用的MSS关键标准,并将其分类为一个全面的基准框架。此外,对行业案例研究进行了讨论,讨论了不同行业的最关键的MSS标准,以及基于这些标准的哪个战略最适合各自的行业。表1展示了不同的MCDM技术及其用于解决MSS问题的混合应用,这些技术可以帮助研究人员识别研究差距。未来的研究可以针对现有研究中采用的MCDM方法的局限性,并比较所提出的方法所获得的结果的差异。 表2中列出了不同的工业案例研究和考虑的维护策略替代方案,这可以帮助研究人员确定尚未研究的行业。此外,并非所有现有的研究都考虑了所有提出的基准策略,这可以由感兴趣的研究人员在未来的研究中解决。关于研究差距的更详细讨论将在下一节中提出。原创性/价值通过对现有文献的分析,作者可以观察到,许多研究采用的决策过程仅限于经典维修策略,而不包括积极的维修策略替代方案。为了克服这些限制并帮助维护管理人员进行决策,本研究以结构化的方式描述了当代维护策略、关键评估标准和MCDM框架(用于解决工业案例研究中的MSS问题)。
期刊介绍:
In today''s competitive business and industrial environment, it is essential to have an academic journal offering the most current theoretical knowledge on quality and reliability to ensure that top management is fully conversant with new thinking, techniques and developments in the field. The International Journal of Quality & Reliability Management (IJQRM) deals with all aspects of business improvements and with all aspects of manufacturing and services, from the training of (senior) managers, to innovations in organising and processing to raise standards of product and service quality. It is this unique blend of theoretical knowledge and managerial relevance that makes IJQRM a valuable resource for managers striving for higher standards.Coverage includes: -Reliability, availability & maintenance -Gauging, calibration & measurement -Life cycle costing & sustainability -Reliability Management of Systems -Service Quality -Green Marketing -Product liability -Product testing techniques & systems -Quality function deployment -Reliability & quality education & training -Productivity improvement -Performance improvement -(Regulatory) standards for quality & Quality Awards -Statistical process control -System modelling -Teamwork -Quality data & datamining