Abstract

Joint optimization of maintenance operations and spare parts inventory is promising for ensuring the reliable and efficient operation of industrial systems. Extensive studies have been conducted on joint optimization emphasizing various aspects. However, those studies still suffer two limitations. (1) The considered system structures are restricted to particular cases, and thus are unable to fully address the joint optimization needs of actual industrial systems possessing various structures, and (2) imperfect maintenance, as has been commonly adopted in industries, is not addressed in existing works, which compromises the economic efficiency of the joint policy. Targeted at these limitations, this paper investigates the joint optimization for multi-unit systems with a generalized structure, i.e., the systems consist of multiple identical units, and each unit possesses a complex subsystem structure. First, a total cost rate model is formulated, in which maintenance actions include both perfect replacement and imperfect maintenance, and the spare parts inventory policy consists of an (s, S) policy and the option to place emergency orders. Based on the formulated model, a simulation optimization method is proposed. The simulation module evaluates the total cost rate iteratively, and the optimization module utilizes a variable neighborhood search-based algorithm to obtain a high-quality joint policy with tractable computation times. Two numerical examples are provided for demonstration, and sensitivity analyses are conducted to study the effects of parameters.

References

1.
De Jonge
,
B.
, and
Scarf
,
P. A.
,
2019
, “
A Review on Maintenance Optimization
,”
Eur. J. Oper. Res.
,
285
(
3
), pp.
805
824
.
2.
Lee
,
J.
,
Ni
,
J.
,
Singh
,
J.
,
Jiang
,
B.
,
Azamfar
,
M.
, and
Feng
,
J.
,
2020
, “
Intelligent Maintenance Systems and Predictive Manufacturing
,”
ASME J. Manuf. Sci. Eng.
,
142
(
11
), p.
110805
.
3.
Yan
,
T.
,
Lei
,
Y.
,
Wang
,
B.
,
Han
,
T.
,
Si
,
X.
, and
Li
,
N.
,
2020
, “
Joint Maintenance and Spare Parts Inventory Optimization for Multi-Unit Systems Considering Imperfect Maintenance Actions
,”
Reliab. Eng. Syst. Saf.
,
202
, p.
106994
.
4.
Van Horenbeek
,
A.
,
Buré
,
J.
,
Cattrysse
,
D.
,
Pintelon
,
L.
, and
Vansteenwegen
,
P.
,
2013
, “
Joint Maintenance and Inventory Optimization Systems: A Review
,”
Int. J. Prod. Econ.
,
143
(
2
), pp.
499
508
.
5.
Lai
,
K.
,
Leung
,
K.
,
Tao
,
B.
, and
Wang
,
S.
,
2001
, “
A Sequential Method for Preventive Maintenance and Replacement of a Repairable Single-Unit System
,”
J. Oper. Res. Soc.
,
52
(
11
), pp.
1276
1283
.
6.
Salari
,
N.
, and
Makis
,
V.
,
2017
, “
Comparison of Two Maintenance Policies for a Multi-Unit System Considering Production and Demand Rates
,”
Int. J. Prod. Econ.
,
193
, pp.
381
391
.
7.
Zhang
,
X.
, and
Zeng
,
J.
,
2015
, “
Deterioration State Space Partitioning Method for Opportunistic Maintenance Modelling of Identical Multi-Unit Systems
,”
Int. J. Prod. Res.
,
53
(
7
), pp.
2100
2118
.
8.
Zhang
,
C.
,
Gao
,
W.
,
Yang
,
T.
, and
Guo
,
S.
,
2019
, “
Opportunistic Maintenance Strategy for Wind Turbines Considering Weather Conditions and Spare Parts Inventory Management
,”
Renew. Energy
,
133
, pp.
703
711
.
9.
Zhu
,
X.
,
Wang
,
J.
, and
Coit
,
D. W.
,
2022
, “
Joint Optimization of Spare Part Supply and Opportunistic Condition-Based Maintenance for Onshore Wind Farms Considering Maintenance Route
,”
IEEE Trans. Eng. Manage.
, pp.
1
17
.
10.
Sharma
,
P.
,
Kulkarni
,
M. S.
, and
Yadav
,
V.
,
2017
, “
A Simulation Based Optimization Approach for Spare Parts Forecasting and Selective Maintenance
,”
Reliab. Eng. Syst. Saf.
,
168
, pp.
274
289
.
11.
Zheng
,
M.
,
Ye
,
H.
,
Wang
,
D.
, and
Pan
,
E.
,
2021
, “
Joint Optimization of Condition-Based Maintenance and Spare Parts Orders for Multi-Unit Systems With Dual Sourcing
,”
Reliab. Eng. Syst. Saf.
,
210
, p.
107512
.
12.
Motahari
,
R.
,
Saeidi Sough
,
Y.
,
Aboutorab
,
H.
, and
Saberi
,
M.
,
2021
, “
Joint Optimization of Maintenance and Inventory Policies for Multi-Unit Systems
,”
Int. J. Syst. Assur. Eng. Manage.
,
12
(
3
), pp.
587
607
.
13.
Zahedi-Hosseini
,
F.
,
Scarf
,
P.
, and
Syntetos
,
A.
,
2017
, “
Joint Optimisation of Inspection Maintenance and Spare Parts Provisioning: A Comparative Study of Inventory Policies Using Simulation and Survey Data
,”
Reliab. Eng. Syst. Saf.
,
168
, pp.
306
316
.
14.
Ruiz
,
C.
,
Luo
,
H.
,
Liao
,
H.
, and
Xie
,
W.
,
2019
, “
Component Replacement and Reordering Policies for Spare Parts Experiencing Two-Phase On-Shelf Deterioration
,”
IISE Trans.
,
52
(
1
), pp.
75
90
.
15.
Zhang
,
J.
,
Zhao
,
X.
,
Song
,
Y.
, and
Qiu
,
Q.
,
2021
, “
Joint Optimization of Maintenance and Spares Ordering Policy for a Use-Oriented Product-Service System With Multiple Failure Modes
,”
Appl. Stoch. Models Bus. Ind.
,
37
(
6
), pp.
1123
1142
.
16.
Zhao
,
F.
,
Liu
,
X.
,
Peng
,
R.
, and
Kang
,
J.
,
2020
, “
Joint Optimization of Inspection and Spare Ordering Policy With Multi-Level Defect Information
,”
Comput. Ind. Eng.
,
139
, p.
106205
.
17.
Hu
,
Q.
,
Boylan
,
J. E.
,
Chen
,
H.
, and
Labib
,
A.
,
2018
, “
OR in Spare Parts Management: A Review
,”
Eur. J. Oper. Res.
,
266
(
2
), pp.
395
414
.
18.
Alrabghi
,
A.
,
Tiwari
,
A.
, and
Alabdulkarim
,
A.
,
2013
, “
Simulation Based Optimization of Joint Maintenance and Inventory for Multi-Components Manufacturing Systems
,”
2013 Winter Simulations Conference (WSC)
,
Washington, DC
,
Dec. 8–11
, IEEE, pp.
1109
1119
.
19.
Wang
,
J.
,
Qiu
,
Q.
, and
Wang
,
H.
,
2021
, “
Joint Optimization of Condition-Based and Age-Based Replacement Policy and Inventory Policy for a Two-Unit Series System
,”
Reliab. Eng. Syst. Saf.
,
205
, p.
107251
.
20.
Nguyen
,
K.-A.
,
Do
,
P.
, and
Grall
,
A.
,
2017
, “
Joint Predictive Maintenance and Inventory Strategy for Multi-Component Systems Using Birnbaum’s Structural Importance
,”
Reliab. Eng. Syst. Saf.
,
168
, pp.
249
261
.
21.
Zhang
,
J.
,
Zhao
,
X.
,
Song
,
Y.
, and
Qiu
,
Q.
,
2022
, “
Joint Optimization of Condition-Based Maintenance and Spares Inventory for a Series–Parallel System With Two Failure Modes
,”
Comput. Ind. Eng.
,
168
, p.
108094
.
22.
Bjarnason
,
E. T. S.
, and
Taghipour
,
S.
,
2016
, “
Periodic Inspection Frequency and Inventory Policies for ak-out-of-n System
,”
IIE Trans.
,
48
(
7
), pp.
638
650
.
23.
Wang
,
J.
, and
Zhu
,
X.
,
2021
, “
Joint Optimization of Condition-Based Maintenance and Inventory Control for a k-out-of-n: F System of Multi-State Degrading Components
,”
Eur. J. Oper. Res.
,
290
(
2
), pp.
514
529
.
24.
Arabian-Hoseynabadi
,
H.
,
Oraee
,
H.
, and
Tavner
,
P.
,
2010
, “
Failure Modes and Effects Analysis (FMEA) for Wind Turbines
,”
Int. J. Electr. Power Energy Syst.
,
32
(
7
), pp.
817
824
.
25.
Zhang
,
X.
, and
Zeng
,
J.
,
2017
, “
Joint Optimization of Condition-Based Opportunistic Maintenance and Spare Parts Provisioning Policy in Multiunit Systems
,”
Eur. J. Oper. Res.
,
262
(
2
), pp.
479
498
.
26.
Keizer
,
M. C. O.
,
Teunter
,
R. H.
, and
Veldman
,
J.
,
2017
, “
Joint Condition-Based Maintenance and Inventory Optimization for Systems With Multiple Components
,”
Eur. J. Oper. Res.
,
257
(
1
), pp.
209
222
.
27.
Martinod
,
R. M.
,
Bistorin
,
O.
,
Castañeda
,
L. F.
, and
Rezg
,
N.
,
2018
, “
Maintenance Policy Optimisation for Multi-Component Systems Considering Degradation of Components and Imperfect Maintenance Actions
,”
Comput. Ind. Eng.
,
124
, pp.
100
112
.
28.
Su
,
C.
, and
Liu
,
Y.
,
2020
, “
Multi-objective Imperfect Preventive Maintenance Optimisation With NSGA-II
,”
Int. J. Prod. Res.
,
58
(
13
), pp.
4033
4049
.
29.
Bousdekis
,
A.
, and
Mentzas
,
G.
,
2019
, “A Proactive Model for Joint Maintenance and Logistics Optimization in the Frame of Industrial Internet of Things,”
Operational Research in the Digital Era–ICT Challenges
,
A.
Sifaleras
, and
K.
Petridis
, eds.,
Springer
,
New York
, pp.
23
45
.
30.
Zhang
,
M.
,
Gaudoin
,
O.
, and
Xie
,
M.
,
2015
, “
Degradation-Based Maintenance Decision Using Stochastic Filtering for Systems Under Imperfect Maintenance
,”
Eur. J. Oper. Res.
,
245
(
2
), pp.
531
541
.
31.
Alrabghi
,
A.
, and
Tiwari
,
A.
,
2016
, “
A Novel Approach for Modelling Complex Maintenance Systems Using Discrete Event Simulation
,”
Reliab. Eng. Syst. Saf.
,
154
, pp.
160
170
.
32.
Brundage
,
M. P.
,
Sexton
,
T.
,
Hodkiewicz
,
M.
,
Morris
,
K. C.
,
Arinez
,
J.
,
Ameri
,
F.
,
Ni
,
J.
, and
Xiao
,
G.
,
2019
, “
Where Do We Start? Guidance for Technology Implementation in Maintenance Management for Manufacturing
,”
International Manufacturing Science and Engineering Conference
,
Erie, PA
,
June 10–14
, American Society of Mechanical Engineers, p. V001T002A016.
33.
Oyarbide-Zubillaga
,
A.
,
Goti
,
A.
, and
Sanchez
,
A.
,
2008
, “
Preventive Maintenance Optimisation of Multi-Equipment Manufacturing Systems by Combining Discrete Event Simulation and Multi-Objective Evolutionary Algorithms
,”
Prod. Plan. Control
,
19
(
4
), pp.
342
355
.
34.
Yun
,
W. Y.
,
Moon
,
I.
, and
Kim
,
G.
,
2008
, “
Simulation-Based Maintenance Support System for Multi-Functional Complex Systems
,”
Prod. Plan. Control
,
19
(
4
), pp.
365
378
.
35.
Nguyen
,
K.-A.
,
Do
,
P.
, and
Grall
,
A.
,
2015
, “
Multi-level Predictive Maintenance for Multi-Component Systems
,”
Reliab. Eng. Syst. Saf.
,
144
, pp.
83
94
.
36.
Wang
,
Y.
,
Li
,
X.
,
Chen
,
J.
, and
Liu
,
Y.
,
2022
, “
A Condition-Based Maintenance Policy for Multi-Component Systems Subject to Stochastic and Economic Dependencies
,”
Reliab. Eng. Syst. Saf.
,
219
, p.
108174
.
37.
Rausand
,
M.
, and
Hoyland
,
A.
,
2003
,
System Reliability Theory: Models, Statistical Methods, and Applications
,
John Wiley & Sons
,
Hoboken, NJ
.
38.
Meng
,
F. C.
,
2009
, “
On Some Structural Importance of System Components
,”
J. Data Sci.
,
7
(
2-P
), pp.
277
283
.
39.
Zhang
,
Z.
,
Si
,
X.
,
Hu
,
C.
, and
Lei
,
Y.
,
2018
, “
Degradation Data Analysis and Remaining Useful Life Estimation: A Review on Wiener-Process-Based Methods
,”
Eur. J. Oper. Res.
,
271
(
3
), pp.
775
796
.
40.
Panagiotidou
,
S.
,
2020
, “
Joint Optimization of Spare Parts Ordering and Age-Based Preventive Replacement
,”
Int. J. Prod. Res.
,
58
(
20
), pp.
6283
6299
.
41.
Do
,
P.
,
Voisin
,
A.
,
Levrat
,
E.
, and
Iung
,
B.
,
2015
, “
A Proactive Condition-Based Maintenance Strategy With Both Perfect and Imperfect Maintenance Actions
,”
Reliab. Eng. Syst. Saf.
,
133
, pp.
22
32
.
42.
Xia
,
T.
,
Fang
,
X.
,
Gebraeel
,
N.
,
Xi
,
L.
, and
Pan
,
E.
,
2019
, “
Online Analytics Framework of Sensor-Driven Prognosis and Opportunistic Maintenance for Mass Customization
,”
ASME J. Manuf. Sci. Eng.
,
141
(
5
), p.
051011
.
43.
Xia
,
T.
,
Zhang
,
K.
,
Sun
,
B.
,
Fang
,
X.
, and
Xi
,
L.
,
2021
, “
Integrated Remanufacturing and Opportunistic Maintenance Decision-Making for Leased Batch Production Lines
,”
ASME J. Manuf. Sci. Eng.
,
143
(
8
), p.
081003
.
44.
Vu
,
H. C.
,
Do
,
P.
, and
Barros
,
A.
,
2015
, “
A Stationary Grouping Maintenance Strategy Using Mean Residual Life and the Birnbaum Importance Measure for Complex Structures
,”
IEEE Trans. Reliab.
,
65
(
1
), pp.
217
234
.
45.
Rossetti
,
M. D.
,
2021
,
Simulation Modeling and Arena
, 3rd and Open Text Edition. https://rossetti.github.io/RossettiArenaBook/ licensed under the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.
46.
Samal
,
N. K.
, and
Pratihar
,
D. K.
,
2015
, “
Joint Optimization of Preventive Maintenance and Spare Parts Inventory Using Genetic Algorithms and Particle Swarm Optimization Algorithm
,”
Int. J. Syst. Assur. Eng. Manage.
,
6
(
3
), pp.
248
258
.
47.
Liu
,
X.
,
Qi
,
H.
,
Wang
,
X.
,
Wang
,
Y.
,
Li
,
C.
, and
Wang
,
M.
,
2016
, “
Reliability Analysis and Evaluation of Differential System Based on Low Load Strengthening Model
,”
Qual. Reliab. Eng. Int.
,
32
(
2
), pp.
647
662
.
48.
Suhane
,
A.
,
Rana
,
R.
, and
Purohit
,
R.
,
2018
, “
Prospects of Torsen Differential in Four Wheel Drive Automobile Transmission System
,”
Mater. Today: Proc.
,
5
(
2
), pp.
4036
4045
.
49.
Beck
,
A.
,
2008
,
Simulation: The Practice of Model Development and Use
,
Springer
,
New York
.
50.
Brimberg
,
J.
,
Hansen
,
P.
, and
Mladenovic
,
N.
,
2010
, “
Attraction Probabilities in Variable Neighborhood Search
,”
4OR
,
8
(
2
), pp.
181
194
.
51.
Hansen
,
P.
,
Mladenović
,
N.
,
Todosijević
,
R.
, and
Hanafi
,
S.
,
2017
, “
Variable Neighborhood Search: Basics and Variants
,”
EURO J. Comput. Optim.
,
5
(
3
), pp.
423
454
.
52.
Laabassi
,
H.
, and
Maaroufi
,
M.
,
2020
, “
System Dynamics Modelling Method Optimizing CAPEX/OPEX Performance in Electrical Distribution Networks
,”
J. Electr. Syst.
,
16
(
4
), pp.
550
568
.
You do not currently have access to this content.