4.1. The Discourse on SM Practices from Bibliometric Analysis
The rise in systematic (or standalone) reviews on the topic of sustainable maintenance suggests the following. Firstly, the growth in the number of SM publications characterises scientific discourse on industrial maintenance, which in fact has been stimulated by imposed environmental actions (e.g., Millennium Development Goals—MDGs) and initiatives (e.g., Green Deal, RePowerEU). The former, adopted by the UN during Millennium Summit 2000, marked a historic mobilisation to achieve a set of important social and environmental priorities worldwide [
55], and was later succeeded by the SDGs in 2015 [
9], consequently affecting the adoption of SM conceptual propositions. Secondly, the shift from traditional maintenance practices towards sustainable ones by relying on sustainability indicators can be a valid point for maintenance evolution [
5] by incorporating more than economic dimension in maintenance decision-making.
The results of our search strategy considering word clouds (
Figure 5) seem to be reasonable in terms of encapsulating studies referring to “
sustainable maintenance” and “
systematic literature reivew”. The triplot of authors, concepts and sources (
Figure 3) suggested that most of the SM research specifically addresses the role of sustainability in traditional asset and maintenance management, and the impact of sustainability on maintenance within the domain of Industry 4.0.
The bibliometric analysis encompassing reviews from 2015 to 2023 suggested the following (
Table 4). The growth in reviews (22.28%), averaging 4.84 citations per document year, suggests that indeed SM offers a huge potential for the upcoming Industry 5.0; however with many challenges and barriers encountered both in literature and in practice. Although an extensive SLRs are conducted, from methodological side, the reviews may be prone to bias. Namely, out of all reviews gathered, only 30% (6/20) used an explicit protocol (e.g., PRISMA), while only 10% (2/20) used an explicit QAT tool. In that sense, the validity and reliability of such studies can be considered low and questionable in terms of reproducibility. From the co-occurrence analysis of authors (
Figure 7) and sources (
Figure 8), the publications by Franciosi, S. and Jasiulewicz-Kaczmarek M., can be considered leaders in the domain of SM, while the Journal of Cleaner Production and Sustainability, as the literature sources with the most publications, vouch for the reliability of SM results. Moreover, in the existing reviews, there were no primary studies conducted that specifically assessed or compared SM strategies to traditional ones. Based on the prior evidence, only one study [
56] contrasted EBM to traditional maintenance practice(s), resulting in poorer results, suggesting that SM practice is still in its infancy and on theoretical basis, thus lacking substance behind arguments of benefits authors claim it provides.
Further deduction, based on keyword co-occurrence analysis (
Figure 6) separated by clusters, suggest three research SM domains: maintenance decision-making and performance-associated metrics/indicators (blue clusters), general sustainable maintenance challenges (green clusters), and energy-oriented maintenance applications for optimisation purposes (red clusters). Still, to avoid making generic inferences using simple word co-occurrence, we explored thematic and conceptual results.
4.2. Thematic and Conceptual Analysis
The thematic evolution (
Figure 10) analysis suggest that most of the research are on a theoretical basis (up to 2021), which considered a discussion on the suitability of and relationships between sustainability concepts (e.g., CE) and industrial maintenance. Later on, the studies started questioning the role of sustainable maintenance as a standalone function [
57], instead of just a supporting activity for the sake of sustainability [
47]. This was also semi-supported by the thematic evolution maps (
Figure 11), where prior to 2021, emerging themes were circling around economic, social and environmental dimensions and slowly adopting questions regarding barriers, challenges and performance indicators. The post-2021 mapping did not provide enough information, except in the generic terms “
systematic”, “
sustainability”, “
production”, “
manufacturing”, etc.; thus, the findings from the unigram mappings in post 2021 split remained inconclusive. Extending the thematic analysis by abstract bigrams (
Figure 12), the results provided insight about the motor themes of “
future research”, “
sustainable maintenance”, “
asset management”, and “
maintenance impacts”, while emerging/declining themes covered “
sustainable goals”, “
social aspect”, “
economic dimensions” and “
maintenance perspectives”, leaving the impression that although there is a huge amount of solution space to be explored, the fact that there is most research on a theoretical basis, leaves the impression that SM topic is not moving forward.
Furthermore, the MCA analysis (with abstract bigrams) show that 16/19 abstract items cluster together (shared inertia), while reviews by Franciosi, C. et al. [
47], de Campos et al. [
53], and Santos, A. et al. [
54] show the highest inertia from the centre of gravity, whereas the study by Pires, S. [
51] did not associate with any cluster. Primarily, the study by Pires, S. [
51] is also questionable in terms of suitability within the proposed domain, since it mostly investigates the roles of interoperability, ontology and semantics for enabling applicability and transition of sustainability in MDM. This perhaps can be considered a major setback that resulted in a poor transition towards the sustainable approach simply because technological challenges were poorly covered and addressed before delving into sustainable dimensions. This was later recognised in the review conducted by Karki, B. and Porras, J. [
50] acknowledging the importance of digitalization for sustainable maintenance activities.
The work by Franciosi, C. et al. [
47] motivated many to engage in standalone reviews on the topic of sustainable maintenance (
Figure 14). The MCA cluster (blue cluster in
Figure 15) depicting the work [
47], can be considered the first one questioning the role of maintenance in sustainable manufacturing with a particular focus on I4.0 and associated enabling technologies. More so, the study provoked many scientists, outside of maintenance domain, to engage into debates regarding the importance of sustainable maintenance performance indicators (SMPIs) considering their role in minimizing the environmental and economic impact, and social impact considering the improvement of companies image. Although engaging in SMPIs are attractive by manufacturing and service companies, the role of enabling technologies (e.g., big data, augmented reality) in the adoption of SM performance metrics were still unexplored.
Later work by de Campos and Simon [
53] pointed out that lack of knowledge of the subject matter acts as a barrier and a challenge for the implementation of SM practices. Hence, they provided an understanding of how exactly sustainability concepts are being inserted into maintenance strategies by separately examining sustainability, maintenance strategies and sustainable maintenance. The emphasis was placed on the benefits both internally and externally for companies willing to adopt SM practices. Next, from their analysis of 24 selected articles, costs associated with environmental and economic indicators were the most discussed ones. Most importantly, they managed to identify the lack of methods that use technologies (e.g., big data, IoT, CPS) for collecting and storing data regarding the environmental and social impacts.
Lastly, the literature review performed by Santos, A. et al. [
54] identified the research gaps of maintenance policies within the context of reuse and remanufacturing. Contrary to the previous similar research by Acerbi, F. et al. [
20], the analysis of 53 papers identified a lack of models dealing with EoL processes, lack of case studies on reuse and remanufacturing, lack of established frameworks characterising environmental and social costs, and a lack of multicriteria maintenance decision-making methods for alternative business strategies. What is more interesting is that in terms of sustainability impacts considering TBL indicators—economic, environmental and social, the environmental dimension was rarely addressed within this context, while the social dimension was not addressed at all. This was also in contrast with other systematic reviews on the topic of SM, albeit not specifically narrowed to the reuse and remanufacturing strategies.
4.4. Bayesian Network Analysis
From the BNA-GCGM, including both overall and split samples, the interpretation of the results was made solely on centrality indices of nodes (variables). Namely, the spring (with repulsion) is not used but rather a circle network structure to check the association between different items in the network, i.e., to see the body of knowledge on the criteria researched within the literature. The betweenness centrality measures the extent to which a node lies in the path between other nodes that can actually represent influence in facilitating the communication or interaction between different parts of the network, which in this case was hard to interpret due to the network structure. Also, the closeness centrality shows how close a node is to the other nodes in the network for disseminating information; this also did not provide much information since the circular network structure was used. However, the strength centrality did provide valuable information since it is a measure of total weight of edges connected to a node. Finally, an expected influence centrality is a bit more complex and specific to a network because it indicates the expected, i.e., average influence a node has on the other nodes in the network. A node having a high expected influence centrality suggests that it has a significant impact on the state of the network or other nodes in the network, which in this case was used for discussion but elaborated with caution since BNA-GCGM interpretation is limited in the literature.
In the context of the analysis, the interpretation of the strength centrality refers to how prominently and frequently the specific criterion appears or is discussed across the reviews. A high strength centrality indicates a major concern or focus, ultimately indicating the importance of a particular criterion in the collective landscape. The expected influence centrality can be interpreted as the degree to which a particular criterion (node) influences the conclusion drawn from an overall UR. Unlike strength centrality, it takes the directionality (i.e., edge weight negative or positive) into account. A high influence score suggests that this criterion (node) potentially shapes the research outcome, i.e., acts as a driver or determinant for another criterion being investigated.
Considering the strength centrality, it is common that strength is a non-negative metric, considering that it represents the absolute sum of the edge weights connected to a node. Therefore, the results obtained from JASP were unusual. One of the underlying reasons why some centrality indices of nodes have a high negative strength is presumably due to a negative partial correlation matrix and the fact that weights are summed without considering the absolute values. Within such context, the extract weighted the sum of the three most positive and negative nodes. The highest negative strength centralities were lifecycle_and_operational_costs (−1.303), other_env_pollution (−1.147), energy_consumption (−0.696), information_management (−0.672), and human-related_accidents (−0.670). The highest positive strength centralities were maintenance_costs (0.959), product_quality (0.856), process_management (0.752), health_and_safety_of_workers (0.680), and labor_costs (0.656). The negative strength centrality indicates that in cases where these variables are discussed and emphasised, there is a higher probability that other factors are less likely to be included.
The least influential nodes in the network were data_analytics (−1.684), maintainability (−1.553), maintenance_waste (−1.369), interoperability (−1.118), and stakeholder_safety (−0.925). This, in turn, suggested that variation and changes in these nodes did not affect other nodes or the structure of the network. Moreover, the theoretical probability was that if a review discusses these nodes, the changes in other criteria (nodes) are significantly small. This adds to the fact that even if the criteria is discussed throughout reviews, it will not increase the probability that other criteria (nodes) will appear or elevate the score of other nodes in the network.
The most influential nodes were labor_costs (1.907), process_management (1.102), resource_consumption (1.061), maintenance_spare_parts_costs (0.974), employee_satisfaction (0.970), transportation_and_delivery (0.878), and energy_consumption (0.765). This suggested that changes in these nodes would affect changes in other nodes and the network’s overall behavior. Drawing preliminary conclusions, we inferred that if influential nodes (e.g., labor_costs, energy_consumption) are discussed within a literature review, a rise in the levels of other nodes can theoretically be expected. Consequently, this suggests that within the current body of knowledge, these criteria potentially increase the probability of elevating other nodes, i.e., increase the probability of including other nodes in the analysis. This in turn suggests that existing studies are still dealing with economic criteria (e.g., labour costs, maintenance costs) and there is still not enough research space of considering less influential nodes of environmental (e.g., energy consumption, resource consumption) and social criteria (e.g., employee satisfaction). Thus, this leads to conclusion that solution space for incorporating and addressing issues of less discussed criteria can only be researched and advanced by companies where contextual and industrial settings are of higher standards. This also suggests that most of existing maintenance functions are still profit-oriented, thus strugling with availability and fincial concerns.
After splitting the data into Pre_2021 and Post_2021 for BNA, the obtained results suggested the following. Prior to 2021, the BNA indicates that the most influential nodes (
Appendix C,
Table A8) were
Transporation_and_Delivery (1.333),
Data_management (0.9060),
Maintenance_Downtime (0.8780),
Reliability (0.873),
Maintenance_costs (0.828),
Data_analytics (0.787), and
Production_costs (0.657), suggesting that changes in these nodes would lead to elevated levels in other nodes. Consequently, this suggested that the top influential nodes were mostly economic and technical (or organisational), which paints the picture that reviews up to 2021 were mostly dedicated to profit-oriented decision-making. This is supported by least influential nodes, such as
energy_consumption_costs,
resource_management,
training_and_upskilling, and
health_and_safety_of_workers, among others, which suggests that primary evidence and studies assessing these criteria were limited at the time. The post-2021 BNA show that the most impactful nodes were
Labor_costs (1.392),
Product_Quality (1.316),
Health_and_safety_of_workers (1.164),
Reliability (1.149),
Maintenance_costs (0.954),
Lifecycle_and_operational_costs (0.954),
Energy_consumption (0.700), and
Knowledge_management (0.656), among others (
Appendix C,
Table A9). This, in turn, suggests that although techno-economic factors are still a major concern for maintenance decision-making, the social (e.g., health and safety of workers), environmental (e.g., energy consumption), and even socio-technological (e.g., knowledge management) factors are becoming the mainstream in SM, but as suggested mostly on theoretical basis.
In sum, the findings suggests that sustainable maintenance research is no longer relying solely on individual dimension (e.g., economic, environmental), but rather has evolved into interdisciplinary research concerned with the economic impacts of environmental and social dimensions. Although environmental and social aspects may be considered separately, most of the findings still lack practical and empirical evidence. It seems tht SM scientists are still struggling to attract fundings, and as a consquence, started engaging in transforming the social and environmental impacts into monetary value, as a way to present the economic downsides of not considering these dimensions.