1. Introduction
In the manufacturing industry, the maintenance and management of equipment and manufacturing systems are important. Reasonable–effective maintenance is critical to ensuring the normal operation of a system. As a basic part of the manufacturing system, equipment maintenance has been deeply studied and is relatively mature. Maintenance methods can be classified as predictive maintenance, conditional-based maintenance, and time maintenance, and are referred to in international standards (e.g., EN 13306:2016). Among them, predictive maintenance, also known as preventive maintenance, is one of the most popular maintenance policies that does not consider real fault conditions or degradation of the system, and its periods are identified appropriately through failure time or age analysis and prediction [
1]. In existing research studies, preventive maintenance methods mainly include life-based preventive maintenance, equal-cycle preventive maintenance, and sequential preventive maintenance, which have been mentioned by some researchers [
2,
3]. For life-based preventive maintenance, preventive maintenance is performed if no faults occur during a certain period of time. If a fault occurs before a certain period of time, the equipment is replaced after the fault. This method focuses on how to predict the equipment’s life. For example, Shi et al. predicted the average remaining life based on the equipment’s life distribution function, took this as the threshold, and proposed the optimization of the maintenance strategy considering the prediction interval and maintenance costs [
4]. With the emergence of concepts, such as minor fault repair and incomplete maintenance, this method was studied in depth considering costs and other factors, mainly focusing on the problem of determining conditions for incomplete maintenance and replacement maintenance based on the running time and fault situation [
5]. In equal-cycle preventive maintenance, the maintenance operations are implemented periodically at a certain interval. Existing research studies mainly focus on the optimization of the system maintenance degree, maintenance frequency, and cycle [
6,
7]. For example, Xi studied equal-cycle preventive maintenance considering the constraint of reliability [
7]. Sequential preventive maintenance options consider the impact of performance degradation on the failure rate during the service life of the equipment and focus on how to establish a dynamic maintenance interval to reduce maintenance costs, considering performance degradation or reliability. For example, Zhou et al. proposed a sequential incomplete maintenance model based on the quantification of maintenance efficiency, which was defined by fault intensity and the expected increment, and verified its effectiveness [
8].
With the rapid development of manufacturing systems, different pieces of equipment work with each other, and their working states have different degrees of influence on the system’s reliability or performance, which makes maintenance very complicated. Existing methods mainly include grouping maintenance, opportunistic maintenance, and production scheduling-integrated maintenance. Grouping maintenance refers to the maintenance of equipment in groups based on the running time or fault situation, focusing on how to determine grouping conditions and maintenance strategies of all groups of equipment. For example, Yang proposed an optimization method of the grouping maintenance strategy (considering costs) by introducing the average remaining life and structural importance of the multi-component system, which effectively reduces the maintenance costs [
9]. Hou studied the maintenance strategy of a car crankshaft production line based on importance evaluation. Based on the premise of ensuring reliability, the author carried out the synchronous preventive maintenance of important equipment with the shortest total downtime and optimized the maintenance cycle [
10]. Vijayan et al. presented a maintenance grouping optimization method, wherein maintenance intervals of components and cost benefits were optimized considering cost dependency between components [
11]. In an opportunistic maintenance strategy, the pieces of equipment that meet the set threshold are determined and maintained by considering the relations between the equipment. For example, Song et al. established the opportunistic maintenance optimization model of the multi-component system with a certain availability as the condition and considered the maintenance cost [
12]. Qin proposed a multi-component-union preventive opportunistic maintenance model based on the reliability margin to ensure the wind turbine reliability [
13]. Chen carried out combined maintenance for each key subsystem through the definition of the reliability opportunity maintenance threshold for the purpose of reducing the down-number of machine tools [
14]. In manufacturing systems, the production operation decreases system reliability and increases system maintenance requirements, but the maintenance inevitably consumes the production time and changes the original production plan [
15]. For this problem, production scheduling-integrated maintenance aims for reasonable production and maintenance plans considering their relationship [
16,
17]. For example, Fitouhi et al. proposed an aperiodic preventive maintenance strategy for polymorphic systems by combining the production and maintenance plans, which reduce the system running costs, including maintenance costs and production costs [
17]. Zhu et al. established a preventive maintenance model of a manufacturing system based on the expected maintenance cost rate with historical failures as input, considering the impact of operating the load on the failure rate of the system equipment [
18]. Some researchers focused on addressing the maintenance problem of an unreliable manufacturing/production system. For example, Ait et al. proposed an age-based preventive maintenance policy combined with a production strategy for an unreliable and imperfect manufacturing system and optimized control settings based on the minimum costs [
19]. Rivera-Gomez et al. proposed the joint production, inspection, and maintenance control policies for an unreliable production system, considering the influence of the deterioration process on reliability and product quality [
20]. In recent years, except for equipment reliability, human reliability has been taken into account in maintenance issues, which are key factors for system reliability. For example, Huang et al. proposed a preventive maintenance model for multi-objective multi-state systems considering human reliability [
21]. The production quality and profit were considered in some research studies. For example, Zhang et al. proposed a preventive maintenance strategy and its optimization for a multi-station manufacturing system considering quality loss and cost [
22]. Malhotra et al. considered the influence of demand changes on the rest period of product manufacturing and presented the preventive/corrective maintenance with periods determined by maximizing profit [
23].
From the above literature summary, a reasonable maintenance strategy for equipment and the manufacturing system should consider various factors, including reliability, component importance (CI), maintenance cost (MC), maintenance level (ML), and maintenance period (MP). Especially for the manufacturing system, pieces of equipment are related to each other in the economy, fault, and structure. How to comprehensively consider these factors and propose an effective reliability maintenance strategy are problems in the development of a manufacturing system. To highlight the contributions of this work, a comparison of recent studies is shown in
Table 1, wherein GM, OM, and PSIM denote the abbreviated forms of words “grouping maintenance”, “opportunistic maintenance”, and “production scheduling integrated maintenance”. From the comparison, all studies related to the maintenance problems of manufacturing systems did not consider the maintenance levels, which were considered and optimized in this work. This study can better reduce maintenance costs on the premise of ensuring reliability. Moreover, previous works either focused on simple systems, such as serial systems, or systems with components less than 2, or did not establish quantitative reliability models. Therefore, the other contribution of this work is the reliability modeling of a FMS, which is a serial-parallel complex system considering mechanical and control subsystems.
In some previous studies [
24,
25], the manufacturing system was considered a series system, a parallel system, or a series-parallel system. In the series system, the failure of any component will cause the system to fail. The parallel system fails only when all components fail. The series-parallel system is composed of series subsystems and parallel subsystems. A FMS is usually a series-parallel system and is organically composed of a hierarchical control system, transfer subsystem, and production machine or subsystem, and is flexible to adapt to changes in the product type or quantity [
26]. Compared with other manufacturing systems, structural features are different. For example, a dedicated manufacturing line (DML) is a serial system and its machines all participate in the production process at a fixed pace; compared with a DML, a FMS has a more complex structure that includes serial and parallel relations between equipment and subsystems, as well as a hierarchical control system. A reconfigurable manufacturing system (RMS) is a more flexible and complex system compared with a FMS, which can be applied to more types of products through physical configuration reconstruction [
27]; cellular manufacturing topology (CMT) can even change the production mode through topology optimization and better adapt to production requirements. For a RMS and CMT, a new build or reconstruction of the manufacturing system makes the reliability change more complex, such as a four-rump effect (rump effect, ramp-up effect, random effect, and relax effect) proposed by some researchers [
28]. In this work, in order to establish a model for the accurate estimation of system reliability, and ensure the wide applicability of the proposed strategy to general manufacturing systems (DML and FMS), a FMS as a series-parallel system was selected as the research object. Moreover, the reliability modeling of RMS and CMT will be further studied in future works, and then the proposed strategy can also be applied to these systems.
In summary, this work focuses on the maintenance problem of a FMS, and the main contributions of this work are as follows, (1) A reliability estimation model of a FMS (considering the maintenance strategies) is presented first based on a three-layer evaluation index system, including the whole layer, subsystem layer, and equipment layer. Moreover, their weights can be obtained through a reliability importance analysis. (2) An element-grouping preventive maintenance strategy is proposed based on the effect analysis of element reliability improvement on FMS reliability. Moreover, the strategy parameter optimization problem is modeled with the minimum maintenance costs, considering FMS reliability. (3) The application case for a box-part finishing FMS is presented to verify the effectiveness of the proposed method.
The remainder of this work is organized as follows.
Section 2 presents the overall grouping maintenance strategy of a FMS, which gives a flowchart and its descriptions.
Section 3 presents the reliability estimation model of the FMS based on a hierarchical index system, including weight calculation, which can help to identify the reliability constraint for strategy optimization.
Section 4 presents the maintenance strategy optimization considering reliability and cost, including maintenance cost modeling and optimization problem modeling.
Section 5 presents an application case of the proposed method to a box-part finishing FMS, including the main parameter settings and a discussion of the optimal results.
Section 6 presents the main conclusions and future works.
2. Grouping Preventive Maintenance Strategy of a FMS
Figure 1 shows the whole framework of the proposed maintenance strategy considering both reliability and cost. From this figure, the proposed strategy is performed through the following steps.
First, the FMS reliability model is established based on a three-layer reliability evaluation index system, considering maintenance strategies. During the modeling, the weights of the layer indices are determined based on hypotheses of simple reliability logic relations and a two-state system. A two-state system means that the equipment or system only has two states, perfect functioning, and complete failure, and has been widely used in the reliability evaluation [
29]. However, since manufacturing systems are always multi-state systems, the reliability cannot accurately be evaluated based on the two-state hypothesis [
30]. Even so, it can be used to analyze the reliability importance of system elements [
31]. Therefore, in this work, the reliability models based on the hypothesis of the two-state system were established to determine the weights of each layer index of the FMS reliability evaluation system, as well as analyze the influence of each element maintenance on the system reliability, which provides the basis for the grouping of elements. Finally, the FMS reliability can be estimated through mathematical mapping models from the element reliability to subsystem reliability, and then to the whole FMS. The detailed reliability modeling process of a FMS is presented in
Section 3.
Secondly, the FMS elements are grouped through the effects analysis of the element maintenance on the subsystem reliability. In this strategy, elements are classified into three groups according to the effect degree of each element and maintenance on the system reliability. Moreover, elements with little influence, general influence, and major influence are classified into group 1, group 2, and group 3, respectively. From practical experience, the equipment or system is maintained by level so that the reliability of the product after maintenance declines but is not fully recovered, except for the complete maintenance (for example, replacement maintenance). For example, one enterprise uses maintenance with five levels: the first-level maintenance focuses on cleaning, inspection, lubrication, fastening, etc.; the second-level maintenance focuses on checking and adjusting some key components except for operations of the first-level maintenance; the third-level maintenance focuses on deep cleaning and inspection, and replacement of some key components with small lifespans, except for operations of second-level maintenance; the fourth-level maintenance mainly disassembles and inspects each key assembly to remove hidden dangers, except for operations of the third-level maintenance; the fifth-level maintenance focuses on the replacement of some key assemblies of the system.
Therefore, the maintenance is divided into five levels in this work, and the number of maintenance levels can be adjusted according to practical applications. Moreover, there are great differences in cost when taking maintenance with different levels. A higher level of maintenance always requires higher costs. In order to reduce the maintenance costs, three maintenance methods are used for three groups of elements, respectively: low-level maintenance with a large period, low-level maintenance with a small period, and the combination of low-level maintenance with a small period and high-level maintenance with a large period. For the combination, the large period is a multiple of the small period. In this work, low-level maintenance means the maintenance is not higher than the third level; a small period means that the maintenance period is relatively small compared to the large period. The actual period ranges can be determined according to the reliability analysis of the system.
Finally, the optimization model of maintenance parameters, including the maintenance level and period for elements of each group, is established based on annual maintenance cost calculations and solved using particle swarm optimization (PSO). The detailed optimization model is presented in
Section 4.
In this proposed strategy, the relation between equipment concerning the economy, fault, and structure are considered as follows. (1) The fault of the equipment is manifested in its structure. That is, equipment with complex structures will have different failure modes, which may have different influences on the performance or capability of the equipment or the system it is in. Therefore, the modeling based on the simple reliability logic relation cannot accurately estimate the FMS reliability, for which, the reliability model based on the three-layer evaluation index system is established, and the modeling based on the simple logic relation is only used to determine weights for each layer’s index. The proposed model can provide mathematical mapping from the reliability of equipment or other elements to the FMS reliability, considering the complex influence of equipment failure on the performance or capability of the system. (2) For equipment with complex structures, maintenance of different components will likely lead to great differences in costs even if the maintenance methods (cleaning, overhaul, or replacement) are generally the same. In some practical applications, pieces of equipment are maintained at different levels, and at each level, different components will be focused on and maintained using different maintenance methods. Therefore, costs of the equipment maintenance under different levels will be completely different, which is considered to model the annual maintenance cost of a FMS in the proposed strategy.
4. Maintenance Strategy Optimization Considering Reliability and Cost
As described in
Section 2, in the proposed method, elements are classified into three groups according to the effect degree of each element maintenance on the system reliability. Three maintenance methods, including low-level maintenance with a small period, low-level maintenance with a large period, as well as the combination of low-level maintenance with a small period and high-level maintenance with a large period, are used for elements in three groups, respectively. Moreover, maintenance is divided into five levels. From the reliability modeling, the maintenance coefficient
is introduced to reflect the improvement of the reliability after maintenance, and specifically means the reduction rate of the actual running time of equipment. In this work, the corresponding coefficients for five levels are
,
,
,
, and 1, respectively. Moreover, these values can be adjusted according to the maintenance ways adopted in practical applications. Since maintenance costs are different under different levels, one must look at how to establish the annual maintenance cost for FMS is the first problem for the maintenance strategy optimization, considering costs. For this problem, the annual maintenance cost of a FMS is modeled by,
where
,
, and
represent element numbers of three groups, respectively.
,
,
, and
denote the annual maintenance numbers for group 1, group 2, and group 3 with a small period and large period, respectively, and
,
, and
can be calculated by
;
means that fractions are rounded down.
.
means the cost needed for the
th element of group 1 under the
th level maintenance.
Based on Equation (
3), the FMS reliability can be calculated and represented by
. Then the annual minimum reliability can be obtained,
, which represents the minimum value of a FMS reliability in a single year, which has the same computation period with the annual maintenance cost
C. Taking the annual maintenance cost as the optimization objective, and taking maintenance factors for three groups as variables, the maintenance strategy optimization problem can be modeled as follows,
where
means a threshold value, which is taken to ensure the FMS reliability.
,
, and
mean the upper limits of maintenance periods, respectively.
Based on the optimization model, as Equation (
21), the parameters of the above strategy can be optimized considering cost and reliability. In this work, the particle swarm optimization algorithm (PSO) is used to obtain the optimal solution. PSO is one of the heuristic optimization algorithms; it involves easy implementation and few parameters. In PSO, the flying velocity
and position
of the
th particle can be updated, where
D represents the total number of optimization variables, and
and
are updated by the following rule [
42],
where
w is the inertia weight, which reflects the global searching ability of the particle.
and
are acceleration constants, and can be taken as
based on the actual experience.
and
are random values from the range
.
are the current individual optimal solution and group optimal solution. Except for
w, PSO parameters also include the maximum velocity
of the particle, the number of particles
, and the number of iterations
, which have major impacts on the optimization effect.
6. Conclusions and Future Works
6.1. Conclusions
This work proposes a grouping preventive maintenance strategy of a FMS and establishes the strategy optimization model by considering both reliability and cost. To accurately estimate the FMS reliability, a three-layer evaluation index system is presented according to the system analysis, including the whole layer, subsystem layer, and equipment layer. Reliability importance and weight-quantization models for the layer indices are established considering maintenance strategies, based on the reliability logic analysis of a logistics subsystem, machining line subsystem, and a FMS. Based on the above models, the effects of element reliability improvement on FMS reliability can be analyzed and used as evidence for elements grouping. Three maintenance methods were applied to elements in different groups to form the whole maintenance strategy of a FMS. Further, the strategy optimization problem was modeled considering reliability as one constraint and the annual maintenance cost as the objective. Through an application case to a box-part finishing FMS of the proposed strategy, the following conclusions can be obtained.
(1) From the influencing effect analysis, the maintenance of the element with the lower failure rate has less effect on the subsystem reliability; the maintenance of the element ’in parallel’ from the reliability logic view has a larger effect on the subsystem reliability than that ’in serial’. Therefore, elements with low failure rates (from the order of magnitude), elements with high failure rates and ’in serial’, and elements with high rates and ’in parallel’ are classified into group 1, group 2, and group 3, respectively. Moreover, the upper limits of maintenance periods for each group can be determined by the desired value of element reliability.
(2) From the results based on the proposed strategy, the optimal maintenance cost is reduced by 50.52% when compared with the initial value of the iteration; FMS reliability decreases by 2.41% but still satisfies the given constraint. The results indicate that the maintenance periods and coefficients for each group can be optimized to obtain the minimum maintenance costs on the premise of satisfying the reliability requirement, which verifies the effectiveness of the proposed maintenance strategy.
(3) From the optimal results, compared with ST-G, ST-ML, and ST-G-ML, the optimal cost of ST is reduced by 77.52%, 92.9%, and 77.52%, respectively. This result indicates that the proposed strategy can more largely reduce maintenance costs compared to previous related strategies, which verifies the novelty and contribution of this work.
(4) In the application case, the reliability during the effective life period (occasional failure period) of a FMS is taken as the analysis objective, which can be modeled based on the exponential distribution hypothesis, with failure rates from experience and related product manuals as input. In actual applications, the reliability during the early failure period and loss failure period can be estimated based on the Weibull distribution with parameters calculated by failure data processing, which means that the proposed strategy applies to the whole lifestyle of a FMS.
6.2. Future Works
In future works, the proposed strategy will be applied to a real FMS with actual failure data, and verify the great significance of this work on the real FMS running. Moreover, except for reliability and cost, production quality and efficiency are important indices for the running of manufacturing systems. However, due to the complexity of the operational process and production tasks, future works will also focus on the FMS maintenance problem considering the above factors synthetically.