Navigating ISO Standards for Condition-Based Maintenance

SSG Insight
  • Published date: 26 June 2024
  • Author: Michael Edwards

Following on from our previous article about where to start with Condition-Based Maintenance, we thought we would put together some more insight, but this time specifically focused on what to monitor.

Working with customers globally, this is something we get asked about a lot and we always recommend that you base which monitoring techniques to use on the types of assets and equipment you have, and their potential failure modes. This varies from industry to industry and from one piece of equipment or asset to another. Often as well, it can be helpful to have historical data associated with this available, but that is not also possible or available.

The most common monitoring techniques are:

  • Vibration Analysis: Ideal for rotating machinery like motors and pumps
  • Temperature Monitoring: Suitable for components where heat is an indicator of performance issues, such as bearings, electrical equipment, and engines
  • Pressure Monitoring: Essential for systems where pressure levels are critical, such as hydraulic systems, compressors, and boilers
  • Oil Analysis: Useful for machinery with lubrication systems

However, there are several others and again it depends on what you’re looking to monitor so we would recommend that you take a look at the ISO standards. These global standards provide essential guidelines to help organisations ensure that their practices are reliable, efficient, and effective. From starting out with CBM to refining your approach, understanding and applying these standards can support your maintenance programme.

We don’t claim to be ISO experts as we’re focused on EAM and CMMS software and services, but we do come across these standards a lot. With this in mind, we have outlined the six most common ones that we come across and that are the most relevant to CBM, and suggested how you could potentially follow them.

1. General Guidelines for CBM: ISO 17359
ISO 17359:2018 provides a broad framework for establishing a CBM program. It covers the basic principles and methodologies, from setting up condition monitoring systems to data analysis and decision-making.
How to Use: Follow ISO 17359 to understand the foundational aspects of CBM. It helps you design a monitoring program tailored to your operational needs and ensures a structured approach to condition monitoring.

2. Vibration Monitoring Standards: ISO 10816 and ISO 20816
ISO 10816 and ISO 20816 Series focus on vibration monitoring, offering guidelines for measuring and evaluating vibration severity in different types of machinery.
Key Standards:
ISO 10816-1:1995: General guidelines for evaluating machine vibration.
ISO 20816-3:2022: Specific guidelines for industrial machines.
How to Use: Use these standards to set up vibration monitoring systems and interpret vibration data. They help in establishing thresholds and diagnostic criteria for various machine types.

3. Thermography Guidelines: ISO 18434
ISO 18434-1:2008 and ISO 18434-2:2012 provide procedures for using thermography in condition monitoring. They cover the general use of thermal imaging for detecting heat-related issues and guidelines for image interpretation.
How to Use: Implement these standards to use thermographic data for identifying overheating and potential electrical issues. They provide a systematic approach to collecting and analysing thermal images.

4. Lubricant Analysis: ISO 18436-4 and ISO 18436-5
ISO 18436-4:2021 and ISO 18436-5:2012 detail the requirements for field and laboratory analysis of lubricants. They outline how to sample, test, and interpret oil data to monitor machinery condition.
How to Use: Apply these standards to integrate oil analysis into your CBM program. They help in detecting lubrication issues and wear particles that indicate potential failures.

5. Personnel Qualifications: ISO 18436
ISO 18436 Series outlines the qualifications required for personnel involved in condition monitoring. It ensures that your team has the necessary skills and knowledge to perform effective diagnostics.
Key Standards:
ISO 18436-1:2012: Requirements for assessment bodies and personnel assessment.
ISO 18436-2:2022: Vibration condition monitoring and diagnostics qualifications.
How to Use: Ensure your team meets these standards to maintain a high level of expertise in condition monitoring practices.

6. Acoustic Emission: ISO 22096
ISO 22096:2007 provides guidelines for using acoustic emission techniques in condition monitoring. It’s useful for detecting early signs of mechanical faults.
How to Use: Incorporate acoustic emission monitoring as part of your CBM program, particularly for detecting cracks or leaks in machinery.

In conclusion, CBM is very much about your equipment and assets, but ISO standards can provide invaluable guidance to enhance your Condition-Base Maintenance practices. By aligning your CBM program with these standards, you ensure a systematic, reliable, and effective approach to asset monitoring and maintenance. It gives you a best practice or a benchmark to follow. We would recommend starting with the general guidelines of ISO 17359, then dive into specific standards for vibration, thermography, lubricant analysis, and personnel qualifications to build a comprehensive CBM strategy.

If you are interested to know more about how we support customers worldwide with their Condition-Based Maintenance, please get in touch. Our team would love to talk about the specifics of your business, how we work with others like it, and how we can support you and your team.

Look out for our next article around how SSG Insight supports customers to achieve condition-based maintenance.

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