Hamzea Al-Jabouri, Ahmed Saif, Abdelhakim Khatab, Claver Diallo, Uday Venkatadri
{"title":"A critical review of selective maintenance for mission-oriented systems: challenges and a roadmap for novel contributions","authors":"Hamzea Al-Jabouri, Ahmed Saif, Abdelhakim Khatab, Claver Diallo, Uday Venkatadri","doi":"10.1080/00207543.2023.2270689","DOIUrl":null,"url":null,"abstract":"AbstractThe selective maintenance problem (SMP) arises in many mission-oriented multi-component systems that are operated for consecutive missions interspersed with finite breaks, during which only limited component repairs can be performed due to constrained resources. This NP-hard problem decides which components to maintain and to what levels of repair to guarantee a pre-specified performance level during the subsequent mission. Over the last two decades, a sizeable body of literature has been published on this topic. However, the contributions have stagnated in quality, and most articles deal with small to moderate problems. This paper provides a critical review of the SMP literature. A total of 136 research articles related to SMP are reviewed and a selection of key representative models is discussed in detail. This review is framed according to two feature categories: formulation characteristics, composed of three sub-groups of characteristics related to the system, maintenance and mathematical model characteristics; and solution approaches, grouped by exact methods and approximate algorithms. This critical review is aimed at identifying drawbacks, shortcomings, and blind spots of the SMP literature, and providing a roadmap for the challenges to be addressed and innovative future research topics to further advance the academic and industrial contributions of SMP.Keywords: Selective maintenancemaintenance planningreliability maximisationresource assignmentimperfect maintenance AcknowledgmentsWe also thank the anonymous reviewers for their suggestions and comments.Data availability statementThe authors confirm that the data supporting the findings of this study are available within the article. The review data is freely available at www.smpreview.com (Al-Jabouri, Saif, Diallo, Khatab, and Venkatadri Citation2023), enabling custom sorting based on characteristics of interest.Disclosure statementNo potential conflict of interest was reported by the author(s).Additional informationFundingThis work was supported by the Canadian Natural Science and Engineering Research Council (NSERC) grants awarded to the second, fourth and fifth authors through the Discovery Grant Programme.Notes on contributorsHamzea Al-JabouriHamzea Al-Jabouri Ph.D., is a Simulation Specialist at MAGNA International, located in Brampton, Ontario. He earned his Ph.D. in Industrial Engineering from Dalhousie University, Halifax, Nova Scotia, and attained a Master of Applied Science in Industrial Engineering from the University of Regina, Saskatchewan. Dr. Al-Jabouri is a member of the Association of Professional Engineers and Geoscientists of Saskatchewan (APEGS). Presently, his research endeavours focus on simulation-based optimisation, as well as large-scale and robust optimisation strategies for intelligent maintenance operations.Ahmed SaifAhmed Saif , P.Eng., Ph.D., is an Associate Professor in the Department of Industrial Engineering at Dalhousie University. He received his Ph.D. in Management Sciences from the University of Waterloo, M.Sc. in Engineering Systems and Management from Masdar Institute of Science and Technology, MBA from New York Institute of Technology and B.Sc. in Production Engineering from Alexandria University. His research interests include large-scale optimisation, decision-making under uncertainty and data analytics techniques and their application in hybrid renewable energy systems, sustainable supply chains, humanitarian logistics and selective maintenance.Abdelhakim KhatabAbdelhakim Khatab Ph.D., is Professor at Université de Lorraine (France). After graduating from the High Normal School (ENS-Mohammedia, Morocco), He received a DEA (Msc degree) and a PhD in Industrial automation engineering from National Institute of Applied Science (INSA) of Lyon (France). Since 2018, Dr. Khatab is adjunct Professor at the Department of Industrial Engineering-Dalhousie University (Canada). He is member of IFAC TC 5.2 where he is chair of a working group on Smart, Reliable and Sustainable Manufacturing-Distribution Systems. He also serves as a scientific expert member of the Natural Sciences and Engineering Research Council of Canada (NSERC). Dr. Khatab research interests include reliability theory, optimisation and decision support for system's production and intelligent maintenance management, design and optimisation of reverse supply chains, sustainability, and remanufacturing.Claver DialloClaver Diallo Ph.D., P.Eng., is Professor in the Department of Industrial Engineering at Dalhousie University in Halifax, Nova Scotia. He has taught at Dalhousie University since October 2007. He holds a Ph.D. and a Master of Applied Science degree in Industrial Engineering, and a bachelor's degree in Mechanical Engineering from Laval University, Quebec, Canada. He is a member of the Institute of Industrial and Systems Engineering (IISE), the Canadian Operational Research Society (CORS) and Engineers Nova Scotia (ENS). He is a member of IFAC TC 5.2. His current research is focused on reliability engineering & predictive maintenance, production and distribution systems design within the Industry 4.0/5.0 context which includes hyperconnected logistics networks, smart production planning and control, and sustainable supply chain management.Uday VenkatadriUday Venkatadri, Ph.D., P.Eng., is Professor in the Department of Industrial Engineering at Dalhousie University in Halifax, Nova Scotia. He has taught at Dalhousie University since July 2001 and served as Department Head. Before joining Dalhousie, he was a Lead Architect for supply chain planning products at Baan (now Infor Global Solutions Inc.). He also worked as a Research Associate at Université Laval in Québec City. He holds a Ph.D. in Industrial Engineering from Purdue University, a Master of Science degree in Industrial Engineering from Clemson University, and a bachelor's degree in mechanical engineering from IIT (BHU) Varanasi, India. His current research is focused on production and distribution systems design and operations within the Industry 5.0 and hyper-connected logistics context. He is interested in the Physical Internet, production planning, and forward and reverse supply chain management using contemporary AI, ML, and Decision Analytic tools.","PeriodicalId":14307,"journal":{"name":"International Journal of Production Research","volume":"18 1","pages":"0"},"PeriodicalIF":7.0000,"publicationDate":"2023-10-24","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"International Journal of Production Research","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.1080/00207543.2023.2270689","RegionNum":2,"RegionCategory":"工程技术","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q1","JCRName":"ENGINEERING, INDUSTRIAL","Score":null,"Total":0}
引用次数: 0
Abstract
AbstractThe selective maintenance problem (SMP) arises in many mission-oriented multi-component systems that are operated for consecutive missions interspersed with finite breaks, during which only limited component repairs can be performed due to constrained resources. This NP-hard problem decides which components to maintain and to what levels of repair to guarantee a pre-specified performance level during the subsequent mission. Over the last two decades, a sizeable body of literature has been published on this topic. However, the contributions have stagnated in quality, and most articles deal with small to moderate problems. This paper provides a critical review of the SMP literature. A total of 136 research articles related to SMP are reviewed and a selection of key representative models is discussed in detail. This review is framed according to two feature categories: formulation characteristics, composed of three sub-groups of characteristics related to the system, maintenance and mathematical model characteristics; and solution approaches, grouped by exact methods and approximate algorithms. This critical review is aimed at identifying drawbacks, shortcomings, and blind spots of the SMP literature, and providing a roadmap for the challenges to be addressed and innovative future research topics to further advance the academic and industrial contributions of SMP.Keywords: Selective maintenancemaintenance planningreliability maximisationresource assignmentimperfect maintenance AcknowledgmentsWe also thank the anonymous reviewers for their suggestions and comments.Data availability statementThe authors confirm that the data supporting the findings of this study are available within the article. The review data is freely available at www.smpreview.com (Al-Jabouri, Saif, Diallo, Khatab, and Venkatadri Citation2023), enabling custom sorting based on characteristics of interest.Disclosure statementNo potential conflict of interest was reported by the author(s).Additional informationFundingThis work was supported by the Canadian Natural Science and Engineering Research Council (NSERC) grants awarded to the second, fourth and fifth authors through the Discovery Grant Programme.Notes on contributorsHamzea Al-JabouriHamzea Al-Jabouri Ph.D., is a Simulation Specialist at MAGNA International, located in Brampton, Ontario. He earned his Ph.D. in Industrial Engineering from Dalhousie University, Halifax, Nova Scotia, and attained a Master of Applied Science in Industrial Engineering from the University of Regina, Saskatchewan. Dr. Al-Jabouri is a member of the Association of Professional Engineers and Geoscientists of Saskatchewan (APEGS). Presently, his research endeavours focus on simulation-based optimisation, as well as large-scale and robust optimisation strategies for intelligent maintenance operations.Ahmed SaifAhmed Saif , P.Eng., Ph.D., is an Associate Professor in the Department of Industrial Engineering at Dalhousie University. He received his Ph.D. in Management Sciences from the University of Waterloo, M.Sc. in Engineering Systems and Management from Masdar Institute of Science and Technology, MBA from New York Institute of Technology and B.Sc. in Production Engineering from Alexandria University. His research interests include large-scale optimisation, decision-making under uncertainty and data analytics techniques and their application in hybrid renewable energy systems, sustainable supply chains, humanitarian logistics and selective maintenance.Abdelhakim KhatabAbdelhakim Khatab Ph.D., is Professor at Université de Lorraine (France). After graduating from the High Normal School (ENS-Mohammedia, Morocco), He received a DEA (Msc degree) and a PhD in Industrial automation engineering from National Institute of Applied Science (INSA) of Lyon (France). Since 2018, Dr. Khatab is adjunct Professor at the Department of Industrial Engineering-Dalhousie University (Canada). He is member of IFAC TC 5.2 where he is chair of a working group on Smart, Reliable and Sustainable Manufacturing-Distribution Systems. He also serves as a scientific expert member of the Natural Sciences and Engineering Research Council of Canada (NSERC). Dr. Khatab research interests include reliability theory, optimisation and decision support for system's production and intelligent maintenance management, design and optimisation of reverse supply chains, sustainability, and remanufacturing.Claver DialloClaver Diallo Ph.D., P.Eng., is Professor in the Department of Industrial Engineering at Dalhousie University in Halifax, Nova Scotia. He has taught at Dalhousie University since October 2007. He holds a Ph.D. and a Master of Applied Science degree in Industrial Engineering, and a bachelor's degree in Mechanical Engineering from Laval University, Quebec, Canada. He is a member of the Institute of Industrial and Systems Engineering (IISE), the Canadian Operational Research Society (CORS) and Engineers Nova Scotia (ENS). He is a member of IFAC TC 5.2. His current research is focused on reliability engineering & predictive maintenance, production and distribution systems design within the Industry 4.0/5.0 context which includes hyperconnected logistics networks, smart production planning and control, and sustainable supply chain management.Uday VenkatadriUday Venkatadri, Ph.D., P.Eng., is Professor in the Department of Industrial Engineering at Dalhousie University in Halifax, Nova Scotia. He has taught at Dalhousie University since July 2001 and served as Department Head. Before joining Dalhousie, he was a Lead Architect for supply chain planning products at Baan (now Infor Global Solutions Inc.). He also worked as a Research Associate at Université Laval in Québec City. He holds a Ph.D. in Industrial Engineering from Purdue University, a Master of Science degree in Industrial Engineering from Clemson University, and a bachelor's degree in mechanical engineering from IIT (BHU) Varanasi, India. His current research is focused on production and distribution systems design and operations within the Industry 5.0 and hyper-connected logistics context. He is interested in the Physical Internet, production planning, and forward and reverse supply chain management using contemporary AI, ML, and Decision Analytic tools.
摘要面向任务的多部件系统存在选择性维修问题(SMP),这些系统在连续任务中穿插有限的中断,在此期间由于资源的限制,只能进行有限的部件维修。这个NP-hard问题决定了要维护哪些部件以及维修到什么程度,以保证在后续任务中达到预先规定的性能水平。在过去的二十年里,关于这个话题的文献已经发表了相当多。然而,贡献的质量停滞不前,大多数文章都涉及小到中等的问题。本文对SMP文献进行了综述。本文综述了与SMP相关的136篇研究论文,并对其中具有代表性的模型进行了详细讨论。本文根据两个特征类别进行综述:制定特征,由与系统、维护和数学模型相关的特征组成三个子组;以及解的方法,按精确方法和近似算法分组。这篇批判性的综述旨在找出SMP文献的缺陷、不足和盲点,并为需要解决的挑战和创新的未来研究课题提供路线图,以进一步推进SMP的学术和工业贡献。关键词:选择性维护计划可靠性最大化资源分配完善维护感谢匿名审稿人提出的建议和意见数据可用性声明作者确认在文章中可以获得支持本研究结果的数据。综述数据可在www.smpreview.com免费获得(Al-Jabouri, Saif, Diallo, Khatab, and Venkatadri Citation2023),支持根据感兴趣的特征进行自定义排序。披露声明作者未报告潜在的利益冲突。本研究由加拿大自然科学与工程研究委员会(NSERC)资助,通过发现资助计划授予第二、第四和第五作者。hamzea Al-Jabouri博士是位于安大略省宾顿市的麦格纳国际公司的模拟专家。他在新斯科舍省哈利法克斯的达尔豪斯大学获得工业工程博士学位,并在萨斯喀彻温省里贾纳大学获得工业工程应用科学硕士学位。Al-Jabouri博士是萨斯喀彻温省专业工程师和地球科学家协会(APEGS)的成员。目前,他的研究主要集中在基于仿真的优化,以及智能维护操作的大规模和鲁棒优化策略。Ahmed Saif, p.p。博士,达尔豪斯大学工业工程系副教授。他获得the University of Waterloo的管理科学博士学位、Masdar Institute of Science and Technology的工程系统与管理硕士学位、New York Institute of Technology的工商管理硕士学位和Alexandria University的生产工程学士学位。他的研究兴趣包括大规模优化、不确定性下的决策和数据分析技术及其在混合可再生能源系统、可持续供应链、人道主义物流和选择性维护中的应用。Abdelhakim Khatab博士,法国洛林大学教授。毕业于高等师范学校(ENS-Mohammedia,摩洛哥)后,他获得了里昂(法国)国家应用科学研究所(INSA)工业自动化工程硕士学位和博士学位。自2018年起,哈塔布博士担任加拿大达尔豪斯大学工业工程系兼职教授。他是IFAC TC 5.2的成员,在那里他是智能、可靠和可持续制造分销系统工作组的主席。他也是加拿大自然科学与工程研究委员会(NSERC)的科学专家成员。Khatab博士的研究兴趣包括可靠性理论、系统生产和智能维护管理的优化和决策支持、逆向供应链的设计和优化、可持续性和再制造。Claver Diallo博士,p.p。他是新斯科舍省哈利法克斯达尔豪斯大学工业工程系的教授。2007年10月起任教于达尔豪斯大学。他持有加拿大魁北克省拉瓦尔大学工业工程应用科学博士学位和硕士学位,以及机械工程学士学位。他是工业与系统工程研究所(IISE)、加拿大运筹学学会(CORS)和新斯科舍省工程师学会(ENS)的成员。
期刊介绍:
The International Journal of Production Research (IJPR), published since 1961, is a well-established, highly successful and leading journal reporting manufacturing, production and operations management research.
IJPR is published 24 times a year and includes papers on innovation management, design of products, manufacturing processes, production and logistics systems. Production economics, the essential behaviour of production resources and systems as well as the complex decision problems that arise in design, management and control of production and logistics systems are considered.
IJPR is a journal for researchers and professors in mechanical engineering, industrial and systems engineering, operations research and management science, and business. It is also an informative reference for industrial managers looking to improve the efficiency and effectiveness of their production systems.