Mechanization of static mechanical systems inspection planning process

Purpose – The purpose of this paper is to review the evolution of inspection and maintenance (I&M) practices used for aging and newly built oil and gas (O&G) facilities. It also proposes a framework and an approach for mechanizing inspection planning to perform preventive maintenance (PM) activities, taking technical condition (TC) and relative degradation (RD) into consideration. Design/methodology/approach – The paper systematically collects, categorizes, and analyzes the published literature of both researchers and practitioners. It also utilizes industrial experience that has been accrued and utilized from inspection planning practices for static mechanical equipment on aging O&G production plants. Findings – The paper defines significant issues in IM stakeholders’ requirements trade-off; dependability and asset deterioration challenges; items interacting with inspection planning mechanization processes and I&M optimization approaches. A framework is identified to mechanize the inspection planning process in order to reduce the effect arising from human involvement, while improving the effective utilization of data from different sources. The suggested approach improves the quality of an inspection program, while minimizing the variability and cost to the engineering contractors as well as to the owners of O&G facilities. Practical implications – The mechanization of inspection planning (MIP) is vital to have inspection programs with uniform quality. The currently employed inspection practices face challenges in maintaining uniform quality from one inspection program to another due to the variability present in the planning process, especially among the different inspection planning engineers. The suggested fuzzy logic-based MIP supports the minimization of the variability and increases the quality of inspection programs. Originality/value – The paper provides a comprehensive review of research contributions and industrial development efforts. These will be useful to the life cycle stakeholders in both academia and industry in understanding the inspection planning problem and solution space within the O&G asset I&M context.