Developing and Implementing an Infrared Predictive
Maintenance Program
Efforts add value, improve safety and
reliability.
By Carl Schultz, Westar Energy
www.mt-online.com
Posted 4-11-05
A comprehensive predictive maintenance (PdM) program can
improve plant safety and reliability through early detection
of equipment problems. Westar Energy’s management in
Topeka, KS, made a decision that predictive maintenance would
become an integral part of its day-to-day operations, and
thermography would be a key component of this new program.
The thermography program would span several fossil fuel energy
centers that encompass 13 generators producing more than 4165
MW of electricity.
This article will explore the challenges and successes associated
with the development and implementation of thermography within
Westar’s PdM program.
Beginnings
In mid-2000 Westar Energy hired its first PdM manager, who
began evaluating thermography and the equipment associated
with the technology. He also started to review the methodologies
that would be used for the program, and found it was imperative
that the entire program be networked across the Westar facilities.
Through early to mid-2001, the thermography program began
to take shape. It was decided that the thermographer position
would be filled from the existing workforce. The thermography
equipment was purchased and an electrical foreman accepted
the position of thermographer. This seemed to be a good fit
because the foreman had some thermography experience along
with its application within a power plant.
However, it became apparent that many factors for the successful
integration of thermography into the overall PdM program were
missing. Since Westar Energy was looking for an extremely
efficient and thorough rollout of the thermography portion
of the PdM program, it demanded both expertise and experience.
In mid-2001 changes were made within the program at both
the management and analyst level. Outside experience became
Westar’s focus and a decision was made to assemble a
team that had the experience and expertise needed to build
and implement a best-in-class PdM program overall, including
a solid thermography program.
The launch
By October 2002, a second PdM manager and an experienced thermographer
were hired to lead the program implementation. First on a
rather long list of tasks was building the thermography databases
and data collection routes.
Uniformity within the entire PdM program was determined to
be paramount. These databases and routes had to emulate vibration
collection methods and utilize the software package used by
the vibration side of the program. The vibration analysts
were using data collectors and completing both field analysis
and post processing within a specific software/firmware framework.
All options were explored to emulate this process, including
a re-evaluation of infrared components within the vibration
software/firmware framework. This proved to be quite a challenge.
The first step in building the databases was the determination
of what would be inspected. The initial criteria for the specified
inspection points was the inclusion of critical station power
components that had a direct impact on generator operation,
including all 480 V load center unit substations (LCUS), secondary
unit substations (SUS), and motor control center (MCC) battery
and dc backup systems. Plant substations and switchyards also
were included in these databases.
Next, we acquired as many current one-line drawings as possible
for all the systems. All drawings that were available were
gathered, copied, and laminated. In cases where the drawings
were not readily available, a comprehensive plant walk down
was required to generate the inspection list.
Finally, all data was compiled and entered into the software
in a similar nature as the vibration databases. The only difference
is that most vibration database structures are between three
and four levels deep within their database tree while the
thermography database is only two levels deep within its database
tree structure.
Each plant now had its own database of electrical gear as
it related to plant criticality. These databases were originally
constructed with unique IDs and then numerical IDs for individual
buckets and components as shown in Fig. 1.
We also built route lists for each plant within MS Excel
by importing data trees from the software. These route lists
were used to check the accuracy of the plant-provided one-line
drawings and grid walk downs. The route list was used also
as a checklist to log what was inspected, not inspected, tagged
out/locked out, date of inspection, anomaly (if found), and
to note any re-inspection and date of re-inspection. They
would also become the standard by which the routes were run.
Nevertheless, refinement of these routes and lists would become
inevitable.
Decision on reports
The prime objective of any thermography program is to get
reports into the hands of the person who must make the repair.
Image analysis templates were built in the camera manufacturer’s
analysis and reporting software. Due to the desire for program
uniformity, the decision was made to use the camera software
for image analysis only, and to write the reports from within
the vibration software platform. Likewise, field notes pages
also were developed.
The amount of data needed for accurate anomaly reporting
would not fit on the wav file for the image, and would have
to be transcribed from the image at one time or another. Therefore,
the use of field notes was adopted. The images would be captured
in the field using a standard set of camera parameters, field
notes page, digital camera for normal daylight photo, and
route lists printed in hardcopy to log all inspection points.
Analysis of the gathered data then would take place at the
office and updates to the log pages would be made at that
time. Reports were written within the vibration software platform
and converted to an MS Word document for distribution and
attached to a computerized maintenance management system (CMMS)
work order. At this point, it became apparent that some streamlining
efforts were needed.
The Word file attachments would print also when the work
order was printed. The work orders are tracked in the CMMS
by the thermographer throughout the entire process of creation,
activation, scheduling/planning, execution, closeout, and
recheck. This recheck is completed during the next regular
inspection cycle. If the component is extremely critical the
recheck is done immediately upon completion of the work order.
Current procedures call for a full thermal inspection of
the electrical distribution system every 6 months during the
second and fourth quarters to correlate data and work orders
with annual outage needs. This also allows a certain amount
of flexibility within the infrared inspection schedule for
changes and emergencies and still allows sufficient time for
results to be entered into the outage schedules for the individual
facilities. See “Total Thermography Images to Date.”
One year later
As the first phase was completed and all facilities had been
inspected one complete time, we now had a baseline of our
routes, equipment, and imaging procedures. At the same time,
we were developing Westar Energy-specific temperature guidelines
and exploring other applications.
The routes were refined, equipment locations and nomenclature
confirmed and existence of, or changes to, equipment was noted
on the log sheets and updated on the route lists. All electrical
equipment contained within a route now conformed to IEEE listing
and labeling standards as far as MCC, LCUS, and SUS are concerned.
Upgrade to PDAs
We decided to use a PDA with the route sheets to ease the
transfer of route list data to a PC file. We hoped that this
would eliminate the reams of paper being carried in the field
to record field notes.
With the first model we tried, we would load one route list
at a time, make changes in the field, and then merge the data
with a PC file back at the office. However, the processing
power of the unit proved to be inadequate for the size of
our routes.
The second PDA model provided greater processor power, which
allowed us to upload multiple routes, make changes in the
field, and then merge the data with a PC file in the office.
This was our first significant efficiency upgrade to the
program.
While the development phase of the program was being completed,
two other portions of the program, Web-based Machine Condition
Summary Pages and integration of the data with our CMMS, were
being constructed simultaneously.
The Web-based summary pages were also designed to emulate
the vibration and oil technologies pages that were already
implemented (Fig. 2).
Development of standards
During the initial 12-month implementation of the thermography
program it was imperative that we develop a group of standards
and procedures under which we would operate the program. The
following standards and procedures were developed using Snell
Infrared guidelines, along with Infraspection Institute and
Military Standard MIL-STD-2194(SH):
• Westar Energy IR Camera Set-up
• Westar Energy Indoor Electrical Systems
• Westar Energy Outdoor Electrical Systems
• Westar Energy Mechanical Systems
• Westar Energy Radiometric Temperature Measurement
• CBM Severity Guideline
The last guideline also interfaces directly with our CMMS
priority matrix as shown in Table 1.
More applications added
As the program continued through its inception, acceptance,
and growth stages, we experimented with a number of other
applications besides electrical distribution. The objective
was to evaluate these applications and find the one(s) that
would be most beneficial to our program. As a result, several
applications have been added to the overall thermography program.
Boiler inspections were conducted on an annual basis. A baseline
for every boiler within the facilities was first conducted
during the winter months of 2002-2003 and then follow-up imaging
took place during and after temporary refractory repairs were
made, especially with our forced draft/positive pressure units.
Steam trap inspections were first used to confirm ultrasound
findings. Once the first report was issued containing thermal
images this became another application that was regularly
used by the generation stations prior to their outages. Images
are also provided of defective traps.
Mechanical applications are currently in the development
stage for full implementation during the 2004 inspection periods.
This inspection will be a baseline inspection to establish
current thermal signatures on each motor and the component
associated with it for specified equipment throughout each
facility. Once a baseline has been established, thermography
will be used as a follow-up technology to vibration and oil
technologies. In other words, infrared will be used on an
as-needed basis for the majority of the rotating equipment
within our plants.
Experiments in other areas
A number of other applications and experimentations have been
tried at Westar Energy. They include but are not limited to
mechanical applications such as coal transport belt idler
bearings, motor bearings, motor housing temperatures, and
fan and pump bearing temperatures; process inspection such
as fluid flow with condensers and oil coolers; roof imaging
for moisture infiltration; and cooling tower imaging to assist
with water flow efficiency. We also went through installation
and evaluation of infrared transmissive windows in certain
medium voltage switchgear. The results of our experiments
varied with each application.
Bearing and motor housing temperature evaluation is a somewhat
standard application and is being implemented into our program
as mentioned earlier. The transport belt bearing temperature
application is still under review. We currently have a number
of idler pulleys from our coal transport system being rebuilt.
Once the root cause and visual bearing deterioration inspections
confirm our findings, the information will be used to further
evaluate the use of infrared technology for this application.
The cooling tower flow application has had limited results
to date. Although it has been determined that a full cooling
tower study would be somewhat helpful, it is extremely difficult
to get consistent results. This is due to such factors as
the ambient environment, time for staff to devote to a thorough
study, and various other projects that have come up through
the year.
Our fluid flow experimentation has had limited results to
date with some of the same issues again coming into play as
with the cooling tower application.
Our roof imaging has shown good results. We will likely continue,
on a limited basis, built-up roof (BUR) thermal roof inspections.
The installation and evaluation of the infrared transmissive
windows has had mixed results. Initially these windows were
installed on both 4160 V and 69 kV switchgear. Cabinet measurements
were taken and confirmed with the plant engineering staff.
Installations then started on a chosen few units during respective
outages. After the units were brought back on-line, imaging
through the windows was conducted to determine their viability
for our program (Fig. 3).
Three important factors came into play. First, installation
location is critical and specification by the thermographer
must be followed for proper installation. Installations not
compliant with the specification can have an unfavorable impact
on the value of the window to the thermographer, specifically
as it applies to field of view (FOV) and depth of field for
the infrared camera. Second, the transmissivity of the windows
we chose to install was excellent with our long wave imager.
And third, if you are using a product such as InsulBoot, your
ability to image the actual termination points in the given
cabinet will be severely limited.
What lies ahead
As stated earlier, we are putting together a full baseline
mechanical study. We are continuing with the development of
various process applications and exploring the use of thermography
in both our coal piles and coal bunkers.
Our own in-house infrared Level I certification program was
rolled out this year. The first class has finished, and all
attendees completed their in-house certifications. We have
also slated personnel for Level I ultrasonic technician training
and certification, which will be folded in with the thermography
portion of the PdM program. Personnel also have been cross-trained
in motor testing and analysis.
Westar is currently evaluating the implementation of a new
database and route collection system. This new component to
the infrared program will allow for Web-based tracking and
trending of all infrared projects and will greatly enhance
the efficiency of our program. It will also allow for simultaneous
imbedding, reporting, tracking, and trending of the ultrasonic
technology being brought into the thermography program.
In summary, Westar Energy’s experience has amply demonstrated
that, given strong management commitment, combined with the
assembly of a technically competent, dedicated team, significant
value can be added to the maintenance function in a short
time frame.
Carl Schultz is PdM manager, thermography, at Westar Energy,
Lawrence Energy Center, 1250 N. 1800 Rd., Lawrence, KS 66049;
(785) 331-4772

Fig. 1. Each plant’s database
of electrical gear as it related to plant criticality
was originally constructed with unique IDs and then numerical
IDs for
individual buckets and components. (Image courtesy of Emerson
Process Management)


Fig. 2. Since one of Westar’s
main objectives was to maintain consistency throughout all
of the technologies used within the PdM program, the infrared
summary page (left) was designed to be similar to the vibration
and oil technologies page developed previously (right).
Total Thermography Images to Date
Fig. 3. One of the other applications
Westar tried was the installation of infrared transmissive
windows in 4160 V and 69 kV switchgear during outages. After
the units were brought back on-line, imaging through the windows
was conducted to determine their viability for the program.
These images were taken from generator bushing boxes, immediately
below the main generator.
Table 1. CMMS Priority Matrix
Temperature Rise in F |
Nonoutage
Priority Code |
Nonoutage Priority Code Description |
Outage
Priority Code |
Outage Priority Code Description |
> 80 F |
5 |
Emergency: Immediate response required, work to completion |
5 |
Outage/Urgent: Problem dictatesoutage/reduction ASAP |
40-80 F |
4 |
Priority/Expedite: Start next scheduled shift, work to completion |
4 |
Outage/Critical: MUST complete at next available outage |
20-40 F |
3 |
Maintenance/Routine: Plan, schedule and complete in 30 days |
3 |
Outage/Routine: Complete at next scheduled outage |
10-20 F |
2 |
Maintenance/Noncritical:
Completion within 60 days |
2 |
Outage/Noncritical: Suggest nextoutage, can be deferred |
0-10 F |
1 |
No production impact, completion required 120 days or less |
1 |
Outage: Schedule for undetermined future outage |
|