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On periodic maintenance for a protection system

Author

Listed:
  • Phil Scarf
  • Naif Alotaibi
  • Cristiano AV Cavalcante
  • Augusto JS Rodrigues
  • Yan R Melo

Abstract

This article presents a model for maintenance planning of protection systems, such as isolation valves, circuit breakers, and other safety barriers. These systems are designed to operate on demand and prevent environmental catastrophes. The proposed model is novel because: (i) inspections (functional tests) are fixed and periodic; and (ii) the replacement policy has three-phases, corrective, opportunistic-preventive, and scheduled-preventive. Thus, the system is replaced: at a positive test; at a test regardless of the outcome either if an opportunity arises or when the system reaches a critical age. The model is relevant because periodic inspections are largely the practical, engineering reality, and particularly useful for geographically distributed systems, for which there is limited time and resources for maintenance. The paper provides a web-based application as a demonstrator of the proposed model. The study extends and refines well-known policies from the literature, providing valuable insights about applicability across various parameter settings.

Suggested Citation

  • Phil Scarf & Naif Alotaibi & Cristiano AV Cavalcante & Augusto JS Rodrigues & Yan R Melo, 2025. "On periodic maintenance for a protection system," Journal of Risk and Reliability, , vol. 239(3), pages 568-583, June.
    • Handle: RePEc:sae:risrel:v:239:y:2025:i:3:p:568-583
    DOI: 10.1177/1748006X241254420
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    References listed on IDEAS

    as
    1. Alberti, Alexandre R. & Cavalcante, Cristiano A.V. & Scarf, Philip & Silva, André L.O., 2018. "Modelling inspection and replacement quality for a protection system," Reliability Engineering and System Safety, Elsevier, vol. 176(C), pages 145-153.
    2. Alexandre Ramalho Alberti & Cristiano Alexandre Virgínio Cavalcante, 2022. "Multicriteria Decision Model to Support Maintenance Planning in Sewage Systems," International Series in Operations Research & Management Science, in: Adiel Teixeira de Almeida & Love Ekenberg & Philip Scarf & Enrico Zio & Ming J. Zuo (ed.), Multicriteria and Optimization Models for Risk, Reliability, and Maintenance Decision Analysis, pages 175-202, Springer.
    3. R. Jiang & D. N. P. Murthy, 1998. "Mixture of Weibull distributions—parametric characterization of failure rate function," Applied Stochastic Models and Data Analysis, John Wiley & Sons, vol. 14(1), pages 47-65, March.
    4. Selvik, J.T. & Aven, T., 2011. "A framework for reliability and risk centered maintenance," Reliability Engineering and System Safety, Elsevier, vol. 96(2), pages 324-331.
    5. Cavalcante, C.A.V. & Lopes, R.S. & Scarf, P.A., 2018. "A general inspection and opportunistic replacement policy for one-component systems of variable quality," European Journal of Operational Research, Elsevier, vol. 266(3), pages 911-919.
    6. Cristiano A. V. Cavalcante & Rodrigo S. Lopes, 2014. "Opportunistic Maintenance Policy for a System with Hidden Failures: A Multicriteria Approach Applied to an Emergency Diesel Generator," Mathematical Problems in Engineering, Hindawi, vol. 2014, pages 1-11, August.
    7. Cavalcante, Cristiano A.V. & Lopes, Rodrigo S. & Scarf, Philip A., 2021. "Inspection and replacement policy with a fixed periodic schedule," Reliability Engineering and System Safety, Elsevier, vol. 208(C).
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    9. Berrade, M.D. & Cavalcante, Cristiano A.V. & Scarf, Philip A., 2012. "Maintenance scheduling of a protection system subject to imperfect inspection and replacement," European Journal of Operational Research, Elsevier, vol. 218(3), pages 716-725.
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    12. Berrade, M.D. & Scarf, P.A. & Cavalcante, C.A.V. & Dwight, R.A., 2013. "Imperfect inspection and replacement of a system with a defective state: A cost and reliability analysis," Reliability Engineering and System Safety, Elsevier, vol. 120(C), pages 80-87.
    13. Vu, Hai Canh & Do, Phuc & Fouladirad, Mitra & Grall, Antoine, 2020. "Dynamic opportunistic maintenance planning for multi-component redundant systems with various types of opportunities," Reliability Engineering and System Safety, Elsevier, vol. 198(C).
    14. de Jonge, Bram & Scarf, Philip A., 2020. "A review on maintenance optimization," European Journal of Operational Research, Elsevier, vol. 285(3), pages 805-824.
    15. Scarf, Philip A. & Cavalcante, Cristiano A.V., 2012. "Modelling quality in replacement and inspection maintenance," International Journal of Production Economics, Elsevier, vol. 135(1), pages 372-381.
    16. Amel Ben Mabrouk & Anis Chelbi & Lazher Tlili & Mehdi Radhoui, 2020. "A quasi-optimal inspection strategy for leased equipment," International Journal of Production Research, Taylor & Francis Journals, vol. 58(3), pages 878-892, February.
    17. Berrade, M.D. & Cavalcante, C.A.V. & Scarf, P.A., 2013. "Modelling imperfect inspection over a finite horizon," Reliability Engineering and System Safety, Elsevier, vol. 111(C), pages 18-29.
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