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Effective Reliability Program
Traits and Management



     Fred Schenkelberg
     Ops A La Carte, LLC
Reliability Engineering Management




      Fred Schenkelberg
      Senior Reliability Consultant
      Ops A La Carte, LLC
      (408) 710-8248
      fms@opsalacarte.com



                  2013 RAMS – Tutorial 4A - Schenkelberg   2
Tutorial Objectives

   To outline the key traits for the effective
    management of a reliability program.

   To make you think about how to implement
    reliability engineering within an organization.




                     2013 RAMS – Tutorial 4A - Schenkelberg   3
Upstairs/Downstairs




              2013 RAMS – Tutorial 4A - Schenkelberg   4
HP‟s Design for Reliability Story



     Which activities have impact?
DFR Survey
                              SURVEY CHECKLIST
 Scoring:   4 = 100%, top priority              Engineering:
            3 = >75, use expected                         Documented design cycle
            2 = 25 - 75%, variable use                    Reliability goal budgeting
            1 = <25%, occasional use                      Priority of reliability improvement
            0 = not done or discontinued                  DFR training programs
 Management:                                              Preferred technology program
         Goal setting for division                        Component qualification testing
         Priority of Quality & Reliab.                    OEM selection & qualif. Testing
         Mgmnt attention & follow up                      Physical failure analysis
                                                          Root cause analysis
 Manufacturing:                                           Statistical engineering experiments
          Design for Manufacturability                    Design & stress derating rules
          Priority of Q & R goals                         Design reviews & checking
          Ownership of Q & R goals                        Failure rate estimation
          Quality training programs                       Thermal design & measurements
          SPC & SQC use                                   Worst case analysis
          Internal process audits                         Failure Modes & Effects Analysis
          Supplier process audits                         Environmental (margin) testing
          Incoming inspection                             Highly Accel. Stress Testing
          Product burn-in                                 Design defect tracking
          Defect Tracking                                 Lessons-learned database
          Corrective action

                              2013 RAMS – Tutorial 4A - Schenkelberg                       6
Results

widespread use
 environmental test manual

 product lifecycle

range of use
 module goal setting

 derating rules

limited use
 DFR training

 physics of failure analysis




                    2013 RAMS – Tutorial 4A - Schenkelberg
                                                             7
Findings

                                ODM concerns
                               how to convey needs
                                 and get reliable products?

                                 time to market priority
                               urgent versus important

                                management structures
                               many ways to organize roles

                                mature products & scores
                               when only select tools apply


           2013 RAMS – Tutorial 4A - Schenkelberg
                                                              8
Observations

 best practices                             worst practices
  goal setting                              repair & warranty

  prediction                                 invisible
  statistics                                lessons learned capture

  golden nuggets                            single owner of product

  first look process
                                              reliability
                                             multiple defect tracking
                                              systems




                        2013 RAMS – Tutorial 4A - Schenkelberg
                                                                         9
QUESTIONS?




      2013 RAMS – Tutorial 4A - Schenkelberg
                                               10
Reliability Philosophies



     Two fundamental methods to achieving high
                            product reliability
Build, Test, Fix

   In any design there are a finite number of flaws.
   If we find them, we can remove the flaw.

   Rapid prototyping
   HALT
   Large field trials or „beta‟ testing
   Reliability growth modeling


                     2013 RAMS – Tutorial 4A - Schenkelberg   12
Analytical Approach

   Develop goals
   Model expected failure mechanisms
   Conduct accelerated life tests
   Conduct reliability demonstration tests
   Routinely update system level model

   Balance of simulation/testing to increase ability of
    reliability model to predict field performance.
                    2013 RAMS – Tutorial 4A - Schenkelberg   13
Issues with each approach

Build, Test, Fix                         Analytical
 Uncertain if design is good             Fix mostly known flaws
  enough                                  ALT‟s take too long
 Limited prototypes means                RDT‟s take even longer
  limited flaws discovered                Models have large
 Unable to plan for warranty              uncertainty with new
  or field service                         technology and
                                           environments




                     2013 RAMS – Tutorial 4A - Schenkelberg         14
Balanced approach


                         Goal
                         Plan

           FMEA                 Prediction
           HALT                 RDT/ALT

                 Verification
                  Review
             2013 RAMS – Tutorial 4A - Schenkelberg   15
Balanced approach


                         Goal
                         Plan

           FMEA                 Prediction
           HALT                 RDT/ALT

                 Verification
                  Review
             2013 RAMS – Tutorial 4A - Schenkelberg   16
Balanced approach

                         Goal
                         Plan

           FMEA               Prediction
          HALT               RDT/ALT

                 Verification
                  Review
             2013 RAMS – Tutorial 4A - Schenkelberg   17
Balanced approach

                         Goal
                         Plan

           FMEA                 Prediction
           HALT                 RDT/ALT

                 Verification
                  Review
             2013 RAMS – Tutorial 4A - Schenkelberg   18
QUESTIONS?




      2013 RAMS – Tutorial 4A - Schenkelberg
                                               19
Reliability Goal Setting



          Establish the target in an engineering
                            meaningful manner
Reliability Definition

      Reliability is often considered quality over
       time

      Reliability is the probability of a product
       performing its intended function over its
       specified period of usage, and under
       specified operating conditions, in a manner
       that meets or exceeds customer
       expectations.

                  2013 RAMS – Tutorial 4A - Schenkelberg   21
Intended Function




              2013 RAMS – Tutorial 4A - Schenkelberg   22
Environment




              2013 RAMS – Tutorial 4A - Schenkelberg   23
Duration




           2013 RAMS – Tutorial 4A - Schenkelberg   24
Probability




              2013 RAMS – Tutorial 4A - Schenkelberg   25
Reliability Goal-Setting

   Reliability Goals can be derived from
       Customer-specified or implied requirements
       Internally-specified or self-imposed requirements
        (usually based on trying to be better than previous
        products)
       Benchmarking against competition




                        2013 RAMS – Tutorial 4A - Schenkelberg   26
Example Exercise

   Elements of Product Requirements Document

   Take notes to build a reliability goal statement




                    2013 RAMS – Tutorial 4A - Schenkelberg   27
Goal Statement exercise

   In groups of two or three draft a reliability goal

   Note the missing information and draft questions
    to get the missing information

   This is a brand new product with no field history
    – how would you apportion the system goal to the
    various subsystems?
    (regulator, valve, control circuitry, and enclosure)
                       2013 RAMS – Tutorial 4A - Schenkelberg   28
Reliability Goals & Metrics Summary

      A reliability metric is often something that
       organization can measure on a relatively
       short, periodic basis:
          Predicted failure rate (during design phase)
          Field failure rate
          Warranty
          Actual field return rate
          Dead on Arrival rate

                                                                29

(v5)                   2013 RAMS – Tutorial 4A - Schenkelberg    29
Fully-Stated Reliability Goals
     System goal at multiple points
         Supporting metrics during development and field
         Apportionment to appropriate level


     Provide connections to overall business
      plan, contracts, customer expectations, and
      include any assumptions concerning financials

     Benefit: clear target for development, vendor
      and production teams.                                   30

                     2013 RAMS – Tutorial 4A - Schenkelberg    30
Reliability Goal

   Let‟s say we expect a
                                                             t
    few failures in one
                                       R (t )  e                 
    year.
   Less than 2%                       ln(. 98 )   8760 / 
   Laboratory environ.
   XYZ function                             XYZ function for one
                                              year with 98% reliability
                                              in the lab.
   Assuming constant
                                             (MTBF is 433,605 hrs.)
    failure rate

                   2013 RAMS – Tutorial 4A - Schenkelberg             31
Other Points in Time

     Also consider other business relevant points in
      time

     Infant mortality, out of box type failures
         Shipping damage
         Component defects, manufacturing defects


     Wear out related failures
         Bearings, connectors, solder joints, e-caps

                      2013 RAMS – Tutorial 4A - Schenkelberg   32
Break Down Overall Goal

     Let‟s look at example

     A computer with a one year warranty and the
      business model requires less than 5% failures
      within the first year.
         A desktop business computer in office environment
          with 95% reliability at one year.




                     2013 RAMS – Tutorial 4A - Schenkelberg   33
Break Down the Goal, (continued)

      For simplicity consider five major elements
       of the computer
          CPU/motherboard
          Hard Disk Drive
          Power Supply
          Monitor
          Bios, firmware

      For starters, let‟s give each sub-system the
       same goal

                    2013 RAMS – Tutorial 4A - Schenkelberg   34
Apportionment of Goals

                                 Computer
                                 R = 0.95



       CPU        HDD                P/S               Monitor      Bios
      R = 0.99   R = 0.99          R = 0.99            R = 0.99   R = 0.99


Assuming failures within each sub-system are independent,
the simple multiplication of the reliabilities should result in
meeting the system goal

0.99 * 0.99 * 0.99 * 0.99 * 0.99 = 0.95

Given no history or vendor data – this is just a starting point.
                     2013 RAMS – Tutorial 4A - Schenkelberg
                                                                             35
Estimate Reliability

     The next step is to determine the sub-system
      reliability.
         Historical data from similar products
         Reliability estimates/test data by vendors
         In house reliability testing


     At first estimates are crude, refine as needed to
      make good decisions.


                     2013 RAMS – Tutorial 4A - Schenkelberg   36
Apportionment of Goals

                                     Computer
                                     R = 0.95


  Goals
           CPU        HDD                P/S               Monitor      Bios
          R = 0.99   R = 0.99          R = 0.99            R = 0.99   R = 0.99


 Estimates
           CPU        HDD                P/S               Monitor      Bios
          R = 0.96   R = 0.98         R = 0.999            R = 0.99   R = 0.999




 First pass estimates do not meet system goal. Now what?

                         2013 RAMS – Tutorial 4A - Schenkelberg                   37
Resolving the Gap

     CPU goal 99% est. 96%                      Use the simple reliability
     Largest gap, lowest                         model to determine if
      estimate                                    reliability improvements
     First, will the known                       will impact the system
      issues bridge the                           reliability. i.e. changing
      difference?                                 the bios reliability form
                                                  99.9% to 99.99% will not
     In not enough, then use                     significantly alter the
      FMEA and HALT to                            system reliability result.
      populate Pareto of what
      to fix                                     Invest in improvements
                                                  that will impact the
     Third, validate                             system reliability.
      improvements

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Resolving the Gap, (continued)

    HDD goal 0.99 est. 0.98                     When the relationship of
                                                  the failure mode and either
    Small gap, clear path to                     design or environmental
     resolve                                      conditions exist we do not
                                                  need FMEA or HALT –
                                                  go straight to design
    HDD reliability and                          improvements.
     operating temperature are
     related. Lowering the
     internal temperature the                    Use ALT to validate the
     HDD experiences will                         model and/or design
     improve performance.                         improvements.



                      2013 RAMS – Tutorial 4A - Schenkelberg                39
Resolving the Gap, (continued)

   P/S goal 0.99 est. 0.999                     For any subsystem that
                                                  exceeds the reliability goal,
   Estimate over the goal                        explore potential cost
   Further improvement not                       savings by reducing the
    cost effective given                          reliability performance.
    minimal impact to system                     This is only done when there
    reliability.                                  is accurate reliability
                                                  estimates and significant cost
   Possible to reduce                            savings.
    reliability (select less
    expensive model) and use
    savings to improve
    CPU/motherboard.
                     2013 RAMS – Tutorial 4A - Schenkelberg                 40
Progression of Estimates

     Initial Engineering Guess or Estimate




                                                                                  Test Data
                                                  Vendor Data
                                                                                              Actual Field
                                                                                                 Data




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                                                                                                        41
Reliability Goals & Metrics Summary
     A reliability goal includes each of the four
      elements of the reliability definition.
         Intended function
         Environment (including use profile)
         Duration
         Probability of success
         [Customer expectations]




                    2013 RAMS – Tutorial 4A - Schenkelberg   42
Reliability Planning



          Selecting the minimum set of tools to
                    achieve the reliability goals
Planning Introduction

   Mil Hdbk 785 task 1

“The purpose of this task is to develop a reliability
  program which identifies, and ties together, all
  program management tasks required to
  accomplish program requirements.”




                   2013 RAMS – Tutorial 4A - Schenkelberg   44
Fully Stated Reliability Goals

   System goal at multiple points
       Supporting metrics during development and field
       Apportionment to appropriate level
   Provide connections to overall business plan,
    contracts, customer expectations, and include any
    assumptions concerning financials

   Benefit: clear target for development, vendor and
    production teams.
                       2013 RAMS – Tutorial 4A - Schenkelberg   45
Medicine


 "The abdomen, the chest, and the brain will be
   forever shut from the intrusion of the wise and
   humane surgeon"



                                             Sir John Erichsen
                                        leading British surgeon
                                                           1837

                 2013 RAMS – Tutorial 4A - Schenkelberg           46
Gap Analysis

   Estimate/review current reliability of system
    against the next project goal
   The difference is the gap to close

   That gap is what the plan needs to bridge




                    2013 RAMS – Tutorial 4A - Schenkelberg   47
Path to close gap

   This is the „art‟ of our profession and each project
    needs a unique solution.

   Just because the plan succeeded for the last
    project, it may not work for the current one
       Timelines change
       Goals and risks change
       Business objectives and customer expectations change
       The organization has grown/lost capabilities
                       2013 RAMS – Tutorial 4A - Schenkelberg   48
If, (what is your situation)

When starting a project, consider the goals,
 constraints, etc. and look at the entire horizontal
 process.

Then,
 Let‟s find a few options to consider




                  2013 RAMS – Tutorial 4A - Schenkelberg   49
Exercise

   Identify a circumstance and an approach to
    building the reliability plan.

   What will be the biggest challenges to
    implementing the plan?
   Separate from the plan, what will you do as the
    reliability engineer do to overcome the obstacles?


                    2013 RAMS – Tutorial 4A - Schenkelberg   50
Close on Planning Discussion
   Introduction to Planning
   Fully stated reliability goals
   Constraints
     Timeline

     Prototype samples

     Capabilities (skills and maturity)

   Current state and gap to goal
   Paths to close the gap
     Investments

     Dual paths

     Tolerance for risk

                        2013 RAMS – Tutorial 4A - Schenkelberg   51
Television


 "People will soon get tired of staring at a
 plywood box every night."




                                                  Darryl F. Zanuck
                                                Twentieth Century-
                                                         Fox, 1946

                  2013 RAMS – Tutorial 4A - Schenkelberg             52
Reliability Value



       How to speak in management‟s language
A Reliability Engineer‟s Use of
Warranty Cost Information



Fred Schenkelberg
Introduction

   Many (most, all?) products have a warranty

   Examples of how to use this information in your
    reliability engineering work




                   2013 RAMS – Tutorial 4A - Schenkelberg   55
Electric Light



 “Good enough for our transatlantic friends, but
   unworthy of the attention of practical or
   scientific men.”


               British Parliament report on Edison’s work
                                                     1878


                 2013 RAMS – Tutorial 4A - Schenkelberg   56
Overview


   Warranty as a percentage of revenue.

   Warranty as a cost per unit.

   Who owns warranty?

   How much warranty expense is right?

   What is the right investment to reduce warranty?


                    2013 RAMS – Tutorial 4A - Schenkelberg   57
Warranty Week


    www.warrantyweek.com




            2013 RAMS – Tutorial 4A - Schenkelberg   58
Computers


 “There is no reason for any individual to have a
   computer in their home.”




                                                    Ken Olson
                                       Digital Equipment Corp.
                                                         1977

                 2013 RAMS – Tutorial 4A - Schenkelberg          59
Reliability Specifications Example

   Given two fan datasheets

   Fan A has a mean time to fail of 4645 hours
   Fan B has a mean time to fail of 300 hours

   Both same price, etc.

   Choose one to maximize reliability
    at 100 hours
                    2013 RAMS – Tutorial 4A - Schenkelberg   60
Reliability Specifications Example

    Consulting an internal fan expert, you are
     advised to get more information
    Fan A has a Weibull time to fail shape
     parameter of 0.8
    Fan B has a Weibull time to fail shape
     parameter of 3.0
                          1 
                   1  
                            
                           
                   2013 RAMS – Tutorial 4A - Schenkelberg   61
Reliability Specifications Example
   Fan A has a scale parameter of 4100 hours
   Fan B has a scale parameter of 336 hours

   Use the Weibull Reliability function
                                                      
                                    t /        
           R (t )  e
   Fan A reliability at 100 hours is 0.95
   Fan B reliability at 100 hours is 0.974
                    2013 RAMS – Tutorial 4A - Schenkelberg   62
Reliability Specifications Example
   Given two fan datasheets

   Fan A has a mean time to fail of 4645 hours
   Fan B has a mean time to fail of 300 hours

   What about later, say 1000 hours?

   Fan A reliability at 1000 hours is 0.723
   Fan B reliability at 1000 hours is 3.5E-12
                    2013 RAMS – Tutorial 4A - Schenkelberg   63
The Telephone


 "That's an amazing invention, but who
 would ever want to use one of them?"




                                               Rutherford Hayes
                                            U.S. President, 1876



                 2013 RAMS – Tutorial 4A - Schenkelberg            64
The Cost Reduction Example

   Given a FET that costs 10 cents, a new
    procurement engineer finds a new FET vendor
    that only charges 5 cents.

   Switch?

   What else to consider?


                   2013 RAMS – Tutorial 4A - Schenkelberg   65
The Cost Reduction Example
   Given a FET that costs 10 cents, a new
    procurement engineer finds a new FET vendor
    that only charges 5 cents.

   $0.05 FET has MTBF of 50,000 hours
   $0.10 FET has MTBF of 75,000 hours

   1000 hours of operation
   Shipping 1000 units
   Cost to repair unit $250
                   2013 RAMS – Tutorial 4A - Schenkelberg   66
The Cost Reduction Example

   Total Cost of $0.10 FET
                            1000 
                                    
    R 0 .10 1000   e     75 , 000 
                                           0 . 987

   #Failed = (1-0.987) 1000 units = 13.25

   Cost of Repairs = 250*13 = $3250

   Total Cost = $3250+0.10*1000 = $3350

                            2013 RAMS – Tutorial 4A - Schenkelberg   67
The Cost Reduction Example

   Total Cost of $0.05 FET
                            1000 
                                    
    R 0 .05 1000   e     50 , 000 
                                           0 . 98

   #Failed = (1-0.98) 1000 units = 20

   Cost of Repairs = 250*20 = $5000

   Total Cost = $5000+0.05*1000 = $5050

                           2013 RAMS – Tutorial 4A - Schenkelberg   68
The Cost Reduction Example

   Total Cost of $0.50 FET
                            1000 
                                     
    R 0 .50 1000   e     100 , 000 
                                            0 . 99

   #Failed = (1-0.99) 1000 units = 10

   Cost of Repairs = 250*10 = $2500

   Total Cost = $2500+0.50*1000 = $3000

                            2013 RAMS – Tutorial 4A - Schenkelberg   69
The Cost Reduction Example
    Result?
           FET                Repair                        Total
           Cost                Cost                         Cost

           $0.10            $3250                           $3350
                          75,000 hrs

           $0.05            $5000                           $5050
                          50,000 hrs

           $0.50           $2500                            $3000
                         100,000hrs

                   2013 RAMS – Tutorial 4A - Schenkelberg           70
Aviation


 "The popular mind often pictures gigantic flying
   machines speeding across the Atlantic and
   carrying innumerable passengers...it seems
   safe to say that such ideas are wholly
   visionary."


                                      Wm. Henry Pickering
                                  Harvard astronomer, 1908



                 2013 RAMS – Tutorial 4A - Schenkelberg      71
Component Challenges

   Cost driving manufacturing to low labor cost
    areas of the world
   Pb-free causing redesign/reformulation
   Outsourced design and manufacturing facilities
    gaining “commodity‟ component selection

   Other than yield - who‟s watching Quality,
    Reliability and Warranty?

                   2013 RAMS – Tutorial 4A - Schenkelberg   72
Component Challenges

   P50 formula error example

   Cracked ceramic capacitors




                   2013 RAMS – Tutorial 4A - Schenkelberg   73
Component Challenges

   Trust and verify solution

   Build strong, technically verifiable, language into
    purchase contracts

   Check construction and formulation on periodic
    basis


                    2013 RAMS – Tutorial 4A - Schenkelberg   74
Nuclear Energy


 "Nuclear powered vacuum cleaners will
 probably be a reality within 10 years."




                                                      Alex Lewyt
                                                  vacuum cleaner
                                                manufacturer,1955

                 2013 RAMS – Tutorial 4A - Schenkelberg             75
Where to Get More Information

   Newsletter and seminars
    http://Warrantyweek.com


   “Warranty Cost: An Introduction”
    http://quanterion.com/ReliabilityQues/V3N3.html


   “Economics of Reliability,” Chapter 4 of
    Handbook of Reliability Engineering and Management, 2nd
    Ed by Ireson, Coombs and Moss.


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Reliability Engineering Value
How to determine „value add‟ or ROI
“All metrics are wrong, some are useful.”




           2013 RAMS – Tutorial 4A - Schenkelberg
value



2013 RAMS – Tutorial 4A - Schenkelberg
Terms
   Value
       An amount considered to be a suitable equivalent for
        something else; a fair price or return for goods or
        services
   Value Add
       The return or result of individual, team or product
        investment
   Value Capture
       Value add documentation related directly to merger
   Warranty Reduction
       Lower failure rates leading to fewer claims
                        2013 RAMS – Tutorial 4A - Schenkelberg   80
How is value requested?

   Quarterly review: What have you done for me
    lately?

   Checkpoint meeting: Are we on track to meet
    goals?

   Budget: Which option provides best ROI?

   Annual review: What is your impact?
                   2013 RAMS – Tutorial 4A - Schenkelberg   81
current status



2013 RAMS – Tutorial 4A - Schenkelberg
Warranty – The Big Picture

”American manufacturers spent over $25 billion in 2004
 honoring their product warranties, an increase of 4.8% from
 the levels seen in 2003. However, an incredible 63% of U.S.-
 based product manufacturers actually saw a decrease in their
 claims rates as a percentage of sales. Only 35% saw an
 increase and 2% saw no change, according to the latest
 statistics compiled by Warranty Week.”

                                             Eric Arnum, Warranty Week
                                         www.warrantyweek.com, May 27th, 2005



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document value



2013 RAMS – Tutorial 4A - Schenkelberg
VALUE ADDED/ROI QUESTIONAIRE
                                Savings/Impact/Benefit
1. Risk / cost / warranty   a. Has the work directly identified or mitigated a field related problem
reduction
                            b. If so estimate the probable cost of the field problem in $ (i.e. units affected
                            x repair cost)
                            c. Has the probability of field related problems been reduced?

                            d. If so give a guide by how much and the estimated cost of avoidance (i.e.
                            Estimate 1000 units per month failure at $50 each reduced by 5%)
                            e. Has work provided processes which will reduce the risk of field failures in
                            subsequent products?
2. TTM impact:              a. Did work help you meet or beat your TTM goals?
                            b. Did work identify any problems which would have impacted your TTM?

                            c. Has the use of tools/techniques identified issues which would of impacted
                            TTM?
                            d. If the above are applicable please identify type of problems and estimate
                            TTM impact in days/weeks/months
                            e. What is the estimated cost of a delay in TTM?
                            f. What is the opportunity in $ of additional income from an early TTM?


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VALUE ADDED/ROI QUESTIONAIRE
                       Savings/Impact/Benefit
                       a. Did work help you accelerate or meet your Time to Volume
3. TT Volume impact:
                       goals?
                       b. If applicable what is the estimated $ impact of avoiding the
                       TTV issues that were identified
4. Material costs:     a. Did we avoid or save any direct product material or test
                       equipment costs?
                       b. If so please identify type and cost

5. TCE:                a. Has the work contributed to the TCE of your product?

                       b. If so identify how? i.e. estimated number of customer calls
                       avoided
                       c. If you have a TCE cost model what is the estimated $ impact
                       of the identified improvement
6.Opportunity Cost     a. If engineers from the business had been used to do this work
                       would they have not been able do other product related work. I.e.
                       delivered new functions?
7. Indirect Impact:    a. What advantages did internal work provide over an external
                       consultancy? (i.e. time, cost, contractual issues, Intellectual
                       Property, response time)

                           2013 RAMS – Tutorial 4A - Schenkelberg                        86
“I fall back dazzled at beholding myself all rosy red,
At having, I myself, caused the sun to rise”


        Edmund Rostand (1868-1918)




                  2013 RAMS – Tutorial 4A - Schenkelberg
                                                           87
VALUE ADDED/ROI QUESTIONAIRE

                        Savings/Impact/Benefit
8. Engineering effort   a. How long would it have taken your team to undertake the
                        work provided. Take into account research time and whether you
saved:
                        had the skills available
                        b. If you did not have the skills available how many people
                        would have needed to be recruited to undertake the work?

                        c. How long would it take for these people to become
                        productive?
                        d. Estimate training cost associated with new personnel

9. Misc                 a. Please identify any other benefits or cost savings from using
                        our resources




                          2013 RAMS – Tutorial 4A - Schenkelberg
                                                                                           88
“Gross national product measures neither the health of our
children, the quality of their education, nor the joy of their play
It measures neither the beauty of our poetry, nor the strength
of our marriages.
It is indifferent to the decency of our factories and the safety
of our streets alike.
It measures neither our wisdom nor our learning, neither our
wit nor our courage, neither our compassion or our devotion
to country.
It measures everything in short, except that which makes life
worth living, and it can tell us everything about our country
except those things which make us proud to be part of it.”
                                                               Robert Kennedy
                      2013 RAMS – Tutorial 4A - Schenkelberg
                                                                                89
Your „value case‟

   Problem statement

   Work done to solve problem

   Value statement(s)




                   2013 RAMS – Tutorial 4A - Schenkelberg   90
Reliability Maturity



          How to understand an organization‟s
                            reliability culture
Maturity Matrix

   Handout Matrix

   Based on Quality Management Maturity Grid
    from Quality is Free, c 1979 by Philip B. Crosby




                     2013 RAMS – Tutorial 4A - Schenkelberg   92
Measurement Categories

   Management Understanding and Attitude
       Business objectives and language
       Attention and investments


   Reliability Status
       Position and stature
       Location and influence



                       2013 RAMS – Tutorial 4A - Schenkelberg   93
Measurement Categories
   Problem Handling
       Proactive or Reactive


   Cost of „Un‟ Reliability
       Understanding and influence of metrics
       Local budget or total product cost


   Feedback Process
       Predictions, reliability testing
       Failure analysis, time to detection
                        2013 RAMS – Tutorial 4A - Schenkelberg   94
Measurement Categories

   DFR program status
       Exists separately or integrated
       Template or customized


   Summation of Reliability Posture
       How does the organization talk about reliability?




                        2013 RAMS – Tutorial 4A - Schenkelberg   95
Stage I Uncertainty
   Management – blame others
   Status – hidden or doesn‟t exist
   Problems – may have good fire fighting
   Cost – unknown and no influence
   Feedback – customer returns & complaints
   DFR – doesn‟t exist even with designers

   Summation – “Reliability must be ok, since
    customer‟s are buying our products.”
                   2013 RAMS – Tutorial 4A - Schenkelberg   96
Stage II Awakening
   Management – important w/o resources
   Status – champion recognized
   Problems – organized fire fighting
   Cost – generally warranty only
   Feedback – disorganized, antidotal
   DFR – trying some tools

   Summation – “We really should make more
    reliable products.”
                  2013 RAMS – Tutorial 4A - Schenkelberg   97
Stage III Enlightenment
   Management – Support and encouragement
   Status – Senior staff influence
   Problems – Systematic and reactive
   Cost – Starting to track cost of un-reliability
   Feedback – ALT and modeling, root cause
   DFR – program of reliability activities

   Summation – “We can see how these tools help
    our product‟s field performance.”
                     2013 RAMS – Tutorial 4A - Schenkelberg   98
Stage IV Wisdom
   Management – Personally involved, leading
   Status – Senior manager, major role
   Problems – found and resolved quickly
   Cost – understanding of major drivers
   Feedback – selective testing in risk areas
   DFR – Part of products get designed

   Summation – “We avoid most field reliability
    issues”
                   2013 RAMS – Tutorial 4A - Schenkelberg   99
Stage V Certainty
   Management – Considered core capability
   Status – thought leader in company
   Problems – Only a few issue, & expected
   Cost – Accurate and decreasing
   Feedback – Testing & field support models
   DFR – Normal part of company business

   Summation – “We do get surprised by the few
    field failures that occur.”
                   2013 RAMS – Tutorial 4A - Schenkelberg   100
Why do we need to know Maturity?


   Recommendations need to match the
    organizations capabilities

   From current state build path toward the right one
    step at a time

   Value proposition for changes address
    management approach to reliability

                    2013 RAMS – Tutorial 4A - Schenkelberg   101
How to determine maturity?

   Self assessment
       Small team from across organization
       Each marks blocks that describe their maturity
       Team determine Stage description by consensus


   Observation from within an organization
       As an individual trying to position changes
       Informally conduct self assessment


                        2013 RAMS – Tutorial 4A - Schenkelberg   102
How to determine maturity?

   Assessment Interviews
       Conduct interviews to understand current reliability
        activities
       Review and summarize interviews
       Interpret results onto maturity matrix




                        2013 RAMS – Tutorial 4A - Schenkelberg   103
   What are your questions?




                   2013 RAMS – Tutorial 4A - Schenkelberg   104
Reliability Assessment



       Using a survey to quickly understand the
              organization‟s reliability program
survey approach

    selecting survey topics                choosing interviewees
    interview format                        hw r&d manager

    data collection                         hw r&d engineer

    business unit summary                   reliability manager

    immediate follow up                     reliability engineer

    analysis                                procurement

    review                                  manufacturing

    key stakeholder reporting




                      2013 RAMS – Tutorial 4A - Schenkelberg
                                                                     106
survey form & scoring
 DFR Methods Survey
             Scoring:     4 = 100%, top priority, always done
                          3 = >75%, use normally, expected
                          2 = 25% - 75%, variable use
                          1 = <25%, only occasional use
                          0 = not done or discontinued
                           - = not visible, no comment
 Management:
    Goal setting for division
    Priority of quality & reliability improvement
    Management attention & follow up (goal ownership)
 Design:
      Documented hardware design cycle
      Goal setting by product or module
                   2013 RAMS – Tutorial 4A - Schenkelberg       107
design survey topics
Design:
     Documented hardware design cycle
     Goal setting by product or module
     Priority of Q&R vs. performance, cost, schedule
     Design for Reliability (DFR) training
     Preferred technology selection/standardization
     Component qualification testing
     OEM selection & testing to equal HP requirements
     Fault Tree Analysis/Rel. Block Diagrams (FTA/RBD)
     Failure/root cause analysis
     Statistically-designed engineering experiments
     Accelerated Stress/Life Testing (ALT)
     Design & derating rules

                      2013 RAMS – Tutorial 4A - Schenkelberg   108
design survey topics

   Design reviews/design rule checking
   Finite Element Analysis (FEA) or simulations
   Failure rate estimation/prediction
   Thermal design & measurements
   Design tolerance analysis
   Failure Modes & Effects Analysis (FMEA)
   Environmental (design margin) testing
   Highly accelerated life testing (HALT)
   Physics of Failure analysis
   Lessons-learned database
   Design Defect Tracking (DDT)
   Ownership of quality & reliability goals

                   2013 RAMS – Tutorial 4A - Schenkelberg   109
manufacturing survey topics
Manufacturing:
    Design for manufacturability (DFM)
    Priority of Q&R vs. schedule & cost
    Quality training programs
    Statistical Process Control (SPC/SQC)
    Total Quality Management (TQM)
    HP process audits (written reports)
    Vendor (& OEM) process audits, TQRDCE
    Incoming inspection/sampling
    Component burn-in
    Assembly-level environmental stress screening (ESS)
    Product-level environmental stress screening (ESS)
    Defect Detection & Tracking (DD&T)
    Corrective Action Reports
    Ownership of quality & reliability goals
                          2013 RAMS – Tutorial 4A - Schenkelberg   110
Aircraft Company Example

   AC, Inc. a private jet manufacturer, develops,
    manufactures, sells and provides support for
    aircraft, throughout the intended life cycle. The
    product design process is dominated by the ability
    to meet FAA certification requirements. This
    product is high cost and very low volume.

   Handout, AC, Inc. Survey Summary
   Determine maturity stage and make
    recommendations
                    2013 RAMS – Tutorial 4A - Schenkelberg   111
AC, Inc. key points

   MTBF metrics
   Excellent field data
   Very limited sample sizes
   Reactive mode to improvement activities




                   2013 RAMS – Tutorial 4A - Schenkelberg   112
AC, Inc. Recommendations
   Use Reliability rather than MTBF. Establish fully stated
    reliability goal in terms of the probability of components
    and aircraft successfully performing as expected under
    stated conditions for two or more defined time periods.
    Reliability is a metric that does not have a dependence on
    a particular lifetime distribution and is intuitively
    interpreted by engineers correctly. Using multiple time
    marks, it promotes the use of lifetime distributions rather
    than single parameter descriptions. Once engineers are
    using lifetime distributions, calculating confidence
    intervals is a natural extension.

                       2013 RAMS – Tutorial 4A - Schenkelberg   113
AC, Inc. Recommendations
   Build and support an aircraft reliability model. Use the historical
    data, lifetime distributions (not MTBF), RBD (reliability block
    diagramming) and simple mathematics to quickly create a basic
    reliability model. An extension of the model would be to
    incorporate the various environmental factors, flight profiles,
    and the influence of other relevant variables on failure rates. For
    example, some systems experience damaging stress during
    takeoffs and landings, others only while in flight, some only
    when landing in high temperature and humidity climates. Ideally
    for each component the model would incorporate historical field
    history along with environmental and component data. Even a
    very simple model that enables the design and procurement
    teams to evaluate options is well worth the effort to build and
    support. Most importantly a reliability model provides feedback
    very quickly to the design team during the design process.
                         2013 RAMS – Tutorial 4A - Schenkelberg    114
Additional Reading

   Practical Reliability Engineering, 4th Edition,
    Patrick D. T. O‟Connor, 2002
   Improving Product Reliability: Strategies and
    Implementation, Mark A. Levin and Ted T. Kalal,
    2003
   Quality is Free: The Art of Making Quality
    Certain, Philip B. Crosby, 1979
   Design Paradigms: Case Histories of Error and
    Judgment in Engineering, Henry Petroski, 1994
                   2013 RAMS – Tutorial 4A - Schenkelberg   115

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RAMS 2013 Tutorial Effective Reliability Traits and Management

  • 1. Effective Reliability Program Traits and Management Fred Schenkelberg Ops A La Carte, LLC
  • 2. Reliability Engineering Management Fred Schenkelberg Senior Reliability Consultant Ops A La Carte, LLC (408) 710-8248 fms@opsalacarte.com 2013 RAMS – Tutorial 4A - Schenkelberg 2
  • 3. Tutorial Objectives  To outline the key traits for the effective management of a reliability program.  To make you think about how to implement reliability engineering within an organization. 2013 RAMS – Tutorial 4A - Schenkelberg 3
  • 4. Upstairs/Downstairs 2013 RAMS – Tutorial 4A - Schenkelberg 4
  • 5. HP‟s Design for Reliability Story Which activities have impact?
  • 6. DFR Survey SURVEY CHECKLIST Scoring: 4 = 100%, top priority Engineering: 3 = >75, use expected Documented design cycle 2 = 25 - 75%, variable use Reliability goal budgeting 1 = <25%, occasional use Priority of reliability improvement 0 = not done or discontinued DFR training programs Management: Preferred technology program Goal setting for division Component qualification testing Priority of Quality & Reliab. OEM selection & qualif. Testing Mgmnt attention & follow up Physical failure analysis Root cause analysis Manufacturing: Statistical engineering experiments Design for Manufacturability Design & stress derating rules Priority of Q & R goals Design reviews & checking Ownership of Q & R goals Failure rate estimation Quality training programs Thermal design & measurements SPC & SQC use Worst case analysis Internal process audits Failure Modes & Effects Analysis Supplier process audits Environmental (margin) testing Incoming inspection Highly Accel. Stress Testing Product burn-in Design defect tracking Defect Tracking Lessons-learned database Corrective action 2013 RAMS – Tutorial 4A - Schenkelberg 6
  • 7. Results widespread use  environmental test manual  product lifecycle range of use  module goal setting  derating rules limited use  DFR training  physics of failure analysis 2013 RAMS – Tutorial 4A - Schenkelberg 7
  • 8. Findings  ODM concerns how to convey needs and get reliable products?  time to market priority urgent versus important  management structures many ways to organize roles  mature products & scores when only select tools apply 2013 RAMS – Tutorial 4A - Schenkelberg 8
  • 9. Observations best practices worst practices  goal setting  repair & warranty  prediction invisible  statistics  lessons learned capture  golden nuggets  single owner of product  first look process reliability  multiple defect tracking systems 2013 RAMS – Tutorial 4A - Schenkelberg 9
  • 10. QUESTIONS? 2013 RAMS – Tutorial 4A - Schenkelberg 10
  • 11. Reliability Philosophies Two fundamental methods to achieving high product reliability
  • 12. Build, Test, Fix  In any design there are a finite number of flaws.  If we find them, we can remove the flaw.  Rapid prototyping  HALT  Large field trials or „beta‟ testing  Reliability growth modeling 2013 RAMS – Tutorial 4A - Schenkelberg 12
  • 13. Analytical Approach  Develop goals  Model expected failure mechanisms  Conduct accelerated life tests  Conduct reliability demonstration tests  Routinely update system level model  Balance of simulation/testing to increase ability of reliability model to predict field performance. 2013 RAMS – Tutorial 4A - Schenkelberg 13
  • 14. Issues with each approach Build, Test, Fix Analytical  Uncertain if design is good  Fix mostly known flaws enough  ALT‟s take too long  Limited prototypes means  RDT‟s take even longer limited flaws discovered  Models have large  Unable to plan for warranty uncertainty with new or field service technology and environments 2013 RAMS – Tutorial 4A - Schenkelberg 14
  • 15. Balanced approach Goal Plan FMEA Prediction HALT RDT/ALT Verification Review 2013 RAMS – Tutorial 4A - Schenkelberg 15
  • 16. Balanced approach Goal Plan FMEA Prediction HALT RDT/ALT Verification Review 2013 RAMS – Tutorial 4A - Schenkelberg 16
  • 17. Balanced approach Goal Plan FMEA Prediction HALT RDT/ALT Verification Review 2013 RAMS – Tutorial 4A - Schenkelberg 17
  • 18. Balanced approach Goal Plan FMEA Prediction HALT RDT/ALT Verification Review 2013 RAMS – Tutorial 4A - Schenkelberg 18
  • 19. QUESTIONS? 2013 RAMS – Tutorial 4A - Schenkelberg 19
  • 20. Reliability Goal Setting Establish the target in an engineering meaningful manner
  • 21. Reliability Definition  Reliability is often considered quality over time  Reliability is the probability of a product performing its intended function over its specified period of usage, and under specified operating conditions, in a manner that meets or exceeds customer expectations. 2013 RAMS – Tutorial 4A - Schenkelberg 21
  • 22. Intended Function 2013 RAMS – Tutorial 4A - Schenkelberg 22
  • 23. Environment 2013 RAMS – Tutorial 4A - Schenkelberg 23
  • 24. Duration 2013 RAMS – Tutorial 4A - Schenkelberg 24
  • 25. Probability 2013 RAMS – Tutorial 4A - Schenkelberg 25
  • 26. Reliability Goal-Setting  Reliability Goals can be derived from  Customer-specified or implied requirements  Internally-specified or self-imposed requirements (usually based on trying to be better than previous products)  Benchmarking against competition 2013 RAMS – Tutorial 4A - Schenkelberg 26
  • 27. Example Exercise  Elements of Product Requirements Document  Take notes to build a reliability goal statement 2013 RAMS – Tutorial 4A - Schenkelberg 27
  • 28. Goal Statement exercise  In groups of two or three draft a reliability goal  Note the missing information and draft questions to get the missing information  This is a brand new product with no field history – how would you apportion the system goal to the various subsystems? (regulator, valve, control circuitry, and enclosure) 2013 RAMS – Tutorial 4A - Schenkelberg 28
  • 29. Reliability Goals & Metrics Summary  A reliability metric is often something that organization can measure on a relatively short, periodic basis:  Predicted failure rate (during design phase)  Field failure rate  Warranty  Actual field return rate  Dead on Arrival rate 29 (v5) 2013 RAMS – Tutorial 4A - Schenkelberg 29
  • 30. Fully-Stated Reliability Goals  System goal at multiple points  Supporting metrics during development and field  Apportionment to appropriate level  Provide connections to overall business plan, contracts, customer expectations, and include any assumptions concerning financials  Benefit: clear target for development, vendor and production teams. 30 2013 RAMS – Tutorial 4A - Schenkelberg 30
  • 31. Reliability Goal  Let‟s say we expect a  t few failures in one R (t )  e  year.  Less than 2% ln(. 98 )   8760 /   Laboratory environ.  XYZ function  XYZ function for one year with 98% reliability in the lab.  Assuming constant  (MTBF is 433,605 hrs.) failure rate 2013 RAMS – Tutorial 4A - Schenkelberg 31
  • 32. Other Points in Time  Also consider other business relevant points in time  Infant mortality, out of box type failures  Shipping damage  Component defects, manufacturing defects  Wear out related failures  Bearings, connectors, solder joints, e-caps 2013 RAMS – Tutorial 4A - Schenkelberg 32
  • 33. Break Down Overall Goal  Let‟s look at example  A computer with a one year warranty and the business model requires less than 5% failures within the first year.  A desktop business computer in office environment with 95% reliability at one year. 2013 RAMS – Tutorial 4A - Schenkelberg 33
  • 34. Break Down the Goal, (continued)  For simplicity consider five major elements of the computer  CPU/motherboard  Hard Disk Drive  Power Supply  Monitor  Bios, firmware  For starters, let‟s give each sub-system the same goal 2013 RAMS – Tutorial 4A - Schenkelberg 34
  • 35. Apportionment of Goals Computer R = 0.95 CPU HDD P/S Monitor Bios R = 0.99 R = 0.99 R = 0.99 R = 0.99 R = 0.99 Assuming failures within each sub-system are independent, the simple multiplication of the reliabilities should result in meeting the system goal 0.99 * 0.99 * 0.99 * 0.99 * 0.99 = 0.95 Given no history or vendor data – this is just a starting point. 2013 RAMS – Tutorial 4A - Schenkelberg 35
  • 36. Estimate Reliability  The next step is to determine the sub-system reliability.  Historical data from similar products  Reliability estimates/test data by vendors  In house reliability testing  At first estimates are crude, refine as needed to make good decisions. 2013 RAMS – Tutorial 4A - Schenkelberg 36
  • 37. Apportionment of Goals Computer R = 0.95 Goals CPU HDD P/S Monitor Bios R = 0.99 R = 0.99 R = 0.99 R = 0.99 R = 0.99 Estimates CPU HDD P/S Monitor Bios R = 0.96 R = 0.98 R = 0.999 R = 0.99 R = 0.999 First pass estimates do not meet system goal. Now what? 2013 RAMS – Tutorial 4A - Schenkelberg 37
  • 38. Resolving the Gap  CPU goal 99% est. 96%  Use the simple reliability  Largest gap, lowest model to determine if estimate reliability improvements  First, will the known will impact the system issues bridge the reliability. i.e. changing difference? the bios reliability form 99.9% to 99.99% will not  In not enough, then use significantly alter the FMEA and HALT to system reliability result. populate Pareto of what to fix  Invest in improvements that will impact the  Third, validate system reliability. improvements 2013 RAMS – Tutorial 4A - Schenkelberg 38
  • 39. Resolving the Gap, (continued)  HDD goal 0.99 est. 0.98  When the relationship of the failure mode and either  Small gap, clear path to design or environmental resolve conditions exist we do not need FMEA or HALT – go straight to design  HDD reliability and improvements. operating temperature are related. Lowering the internal temperature the  Use ALT to validate the HDD experiences will model and/or design improve performance. improvements. 2013 RAMS – Tutorial 4A - Schenkelberg 39
  • 40. Resolving the Gap, (continued)  P/S goal 0.99 est. 0.999  For any subsystem that exceeds the reliability goal,  Estimate over the goal explore potential cost  Further improvement not savings by reducing the cost effective given reliability performance. minimal impact to system  This is only done when there reliability. is accurate reliability estimates and significant cost  Possible to reduce savings. reliability (select less expensive model) and use savings to improve CPU/motherboard. 2013 RAMS – Tutorial 4A - Schenkelberg 40
  • 41. Progression of Estimates Initial Engineering Guess or Estimate Test Data Vendor Data Actual Field Data 2013 RAMS – Tutorial 4A - Schenkelberg 41
  • 42. Reliability Goals & Metrics Summary  A reliability goal includes each of the four elements of the reliability definition.  Intended function  Environment (including use profile)  Duration  Probability of success  [Customer expectations] 2013 RAMS – Tutorial 4A - Schenkelberg 42
  • 43. Reliability Planning Selecting the minimum set of tools to achieve the reliability goals
  • 44. Planning Introduction  Mil Hdbk 785 task 1 “The purpose of this task is to develop a reliability program which identifies, and ties together, all program management tasks required to accomplish program requirements.” 2013 RAMS – Tutorial 4A - Schenkelberg 44
  • 45. Fully Stated Reliability Goals  System goal at multiple points  Supporting metrics during development and field  Apportionment to appropriate level  Provide connections to overall business plan, contracts, customer expectations, and include any assumptions concerning financials  Benefit: clear target for development, vendor and production teams. 2013 RAMS – Tutorial 4A - Schenkelberg 45
  • 46. Medicine "The abdomen, the chest, and the brain will be forever shut from the intrusion of the wise and humane surgeon" Sir John Erichsen leading British surgeon 1837 2013 RAMS – Tutorial 4A - Schenkelberg 46
  • 47. Gap Analysis  Estimate/review current reliability of system against the next project goal  The difference is the gap to close  That gap is what the plan needs to bridge 2013 RAMS – Tutorial 4A - Schenkelberg 47
  • 48. Path to close gap  This is the „art‟ of our profession and each project needs a unique solution.  Just because the plan succeeded for the last project, it may not work for the current one  Timelines change  Goals and risks change  Business objectives and customer expectations change  The organization has grown/lost capabilities 2013 RAMS – Tutorial 4A - Schenkelberg 48
  • 49. If, (what is your situation) When starting a project, consider the goals, constraints, etc. and look at the entire horizontal process. Then,  Let‟s find a few options to consider 2013 RAMS – Tutorial 4A - Schenkelberg 49
  • 50. Exercise  Identify a circumstance and an approach to building the reliability plan.  What will be the biggest challenges to implementing the plan?  Separate from the plan, what will you do as the reliability engineer do to overcome the obstacles? 2013 RAMS – Tutorial 4A - Schenkelberg 50
  • 51. Close on Planning Discussion  Introduction to Planning  Fully stated reliability goals  Constraints  Timeline  Prototype samples  Capabilities (skills and maturity)  Current state and gap to goal  Paths to close the gap  Investments  Dual paths  Tolerance for risk 2013 RAMS – Tutorial 4A - Schenkelberg 51
  • 52. Television "People will soon get tired of staring at a plywood box every night." Darryl F. Zanuck Twentieth Century- Fox, 1946 2013 RAMS – Tutorial 4A - Schenkelberg 52
  • 53. Reliability Value How to speak in management‟s language
  • 54. A Reliability Engineer‟s Use of Warranty Cost Information Fred Schenkelberg
  • 55. Introduction  Many (most, all?) products have a warranty  Examples of how to use this information in your reliability engineering work 2013 RAMS – Tutorial 4A - Schenkelberg 55
  • 56. Electric Light “Good enough for our transatlantic friends, but unworthy of the attention of practical or scientific men.” British Parliament report on Edison’s work 1878 2013 RAMS – Tutorial 4A - Schenkelberg 56
  • 57. Overview  Warranty as a percentage of revenue.  Warranty as a cost per unit.  Who owns warranty?  How much warranty expense is right?  What is the right investment to reduce warranty? 2013 RAMS – Tutorial 4A - Schenkelberg 57
  • 58. Warranty Week www.warrantyweek.com 2013 RAMS – Tutorial 4A - Schenkelberg 58
  • 59. Computers “There is no reason for any individual to have a computer in their home.” Ken Olson Digital Equipment Corp. 1977 2013 RAMS – Tutorial 4A - Schenkelberg 59
  • 60. Reliability Specifications Example  Given two fan datasheets  Fan A has a mean time to fail of 4645 hours  Fan B has a mean time to fail of 300 hours  Both same price, etc.  Choose one to maximize reliability at 100 hours 2013 RAMS – Tutorial 4A - Schenkelberg 60
  • 61. Reliability Specifications Example  Consulting an internal fan expert, you are advised to get more information  Fan A has a Weibull time to fail shape parameter of 0.8  Fan B has a Weibull time to fail shape parameter of 3.0  1     1        2013 RAMS – Tutorial 4A - Schenkelberg 61
  • 62. Reliability Specifications Example  Fan A has a scale parameter of 4100 hours  Fan B has a scale parameter of 336 hours  Use the Weibull Reliability function   t /   R (t )  e  Fan A reliability at 100 hours is 0.95  Fan B reliability at 100 hours is 0.974 2013 RAMS – Tutorial 4A - Schenkelberg 62
  • 63. Reliability Specifications Example  Given two fan datasheets  Fan A has a mean time to fail of 4645 hours  Fan B has a mean time to fail of 300 hours  What about later, say 1000 hours?  Fan A reliability at 1000 hours is 0.723  Fan B reliability at 1000 hours is 3.5E-12 2013 RAMS – Tutorial 4A - Schenkelberg 63
  • 64. The Telephone "That's an amazing invention, but who would ever want to use one of them?" Rutherford Hayes U.S. President, 1876 2013 RAMS – Tutorial 4A - Schenkelberg 64
  • 65. The Cost Reduction Example  Given a FET that costs 10 cents, a new procurement engineer finds a new FET vendor that only charges 5 cents.  Switch?  What else to consider? 2013 RAMS – Tutorial 4A - Schenkelberg 65
  • 66. The Cost Reduction Example  Given a FET that costs 10 cents, a new procurement engineer finds a new FET vendor that only charges 5 cents.  $0.05 FET has MTBF of 50,000 hours  $0.10 FET has MTBF of 75,000 hours  1000 hours of operation  Shipping 1000 units  Cost to repair unit $250 2013 RAMS – Tutorial 4A - Schenkelberg 66
  • 67. The Cost Reduction Example  Total Cost of $0.10 FET  1000    R 0 .10 1000   e  75 , 000   0 . 987  #Failed = (1-0.987) 1000 units = 13.25  Cost of Repairs = 250*13 = $3250  Total Cost = $3250+0.10*1000 = $3350 2013 RAMS – Tutorial 4A - Schenkelberg 67
  • 68. The Cost Reduction Example  Total Cost of $0.05 FET  1000    R 0 .05 1000   e  50 , 000   0 . 98  #Failed = (1-0.98) 1000 units = 20  Cost of Repairs = 250*20 = $5000  Total Cost = $5000+0.05*1000 = $5050 2013 RAMS – Tutorial 4A - Schenkelberg 68
  • 69. The Cost Reduction Example  Total Cost of $0.50 FET  1000    R 0 .50 1000   e  100 , 000   0 . 99  #Failed = (1-0.99) 1000 units = 10  Cost of Repairs = 250*10 = $2500  Total Cost = $2500+0.50*1000 = $3000 2013 RAMS – Tutorial 4A - Schenkelberg 69
  • 70. The Cost Reduction Example  Result? FET Repair Total Cost Cost Cost $0.10 $3250 $3350 75,000 hrs $0.05 $5000 $5050 50,000 hrs $0.50 $2500 $3000 100,000hrs 2013 RAMS – Tutorial 4A - Schenkelberg 70
  • 71. Aviation "The popular mind often pictures gigantic flying machines speeding across the Atlantic and carrying innumerable passengers...it seems safe to say that such ideas are wholly visionary." Wm. Henry Pickering Harvard astronomer, 1908 2013 RAMS – Tutorial 4A - Schenkelberg 71
  • 72. Component Challenges  Cost driving manufacturing to low labor cost areas of the world  Pb-free causing redesign/reformulation  Outsourced design and manufacturing facilities gaining “commodity‟ component selection  Other than yield - who‟s watching Quality, Reliability and Warranty? 2013 RAMS – Tutorial 4A - Schenkelberg 72
  • 73. Component Challenges  P50 formula error example  Cracked ceramic capacitors 2013 RAMS – Tutorial 4A - Schenkelberg 73
  • 74. Component Challenges  Trust and verify solution  Build strong, technically verifiable, language into purchase contracts  Check construction and formulation on periodic basis 2013 RAMS – Tutorial 4A - Schenkelberg 74
  • 75. Nuclear Energy "Nuclear powered vacuum cleaners will probably be a reality within 10 years." Alex Lewyt vacuum cleaner manufacturer,1955 2013 RAMS – Tutorial 4A - Schenkelberg 75
  • 76. Where to Get More Information  Newsletter and seminars http://Warrantyweek.com  “Warranty Cost: An Introduction” http://quanterion.com/ReliabilityQues/V3N3.html  “Economics of Reliability,” Chapter 4 of Handbook of Reliability Engineering and Management, 2nd Ed by Ireson, Coombs and Moss. 2013 RAMS – Tutorial 4A - Schenkelberg 76
  • 77. Reliability Engineering Value How to determine „value add‟ or ROI
  • 78. “All metrics are wrong, some are useful.” 2013 RAMS – Tutorial 4A - Schenkelberg
  • 79. value 2013 RAMS – Tutorial 4A - Schenkelberg
  • 80. Terms  Value  An amount considered to be a suitable equivalent for something else; a fair price or return for goods or services  Value Add  The return or result of individual, team or product investment  Value Capture  Value add documentation related directly to merger  Warranty Reduction  Lower failure rates leading to fewer claims 2013 RAMS – Tutorial 4A - Schenkelberg 80
  • 81. How is value requested?  Quarterly review: What have you done for me lately?  Checkpoint meeting: Are we on track to meet goals?  Budget: Which option provides best ROI?  Annual review: What is your impact? 2013 RAMS – Tutorial 4A - Schenkelberg 81
  • 82. current status 2013 RAMS – Tutorial 4A - Schenkelberg
  • 83. Warranty – The Big Picture ”American manufacturers spent over $25 billion in 2004 honoring their product warranties, an increase of 4.8% from the levels seen in 2003. However, an incredible 63% of U.S.- based product manufacturers actually saw a decrease in their claims rates as a percentage of sales. Only 35% saw an increase and 2% saw no change, according to the latest statistics compiled by Warranty Week.” Eric Arnum, Warranty Week www.warrantyweek.com, May 27th, 2005 2013 RAMS – Tutorial 4A - Schenkelberg 83
  • 84. document value 2013 RAMS – Tutorial 4A - Schenkelberg
  • 85. VALUE ADDED/ROI QUESTIONAIRE Savings/Impact/Benefit 1. Risk / cost / warranty a. Has the work directly identified or mitigated a field related problem reduction b. If so estimate the probable cost of the field problem in $ (i.e. units affected x repair cost) c. Has the probability of field related problems been reduced? d. If so give a guide by how much and the estimated cost of avoidance (i.e. Estimate 1000 units per month failure at $50 each reduced by 5%) e. Has work provided processes which will reduce the risk of field failures in subsequent products? 2. TTM impact: a. Did work help you meet or beat your TTM goals? b. Did work identify any problems which would have impacted your TTM? c. Has the use of tools/techniques identified issues which would of impacted TTM? d. If the above are applicable please identify type of problems and estimate TTM impact in days/weeks/months e. What is the estimated cost of a delay in TTM? f. What is the opportunity in $ of additional income from an early TTM? 2013 RAMS – Tutorial 4A - Schenkelberg 85
  • 86. VALUE ADDED/ROI QUESTIONAIRE Savings/Impact/Benefit a. Did work help you accelerate or meet your Time to Volume 3. TT Volume impact: goals? b. If applicable what is the estimated $ impact of avoiding the TTV issues that were identified 4. Material costs: a. Did we avoid or save any direct product material or test equipment costs? b. If so please identify type and cost 5. TCE: a. Has the work contributed to the TCE of your product? b. If so identify how? i.e. estimated number of customer calls avoided c. If you have a TCE cost model what is the estimated $ impact of the identified improvement 6.Opportunity Cost a. If engineers from the business had been used to do this work would they have not been able do other product related work. I.e. delivered new functions? 7. Indirect Impact: a. What advantages did internal work provide over an external consultancy? (i.e. time, cost, contractual issues, Intellectual Property, response time) 2013 RAMS – Tutorial 4A - Schenkelberg 86
  • 87. “I fall back dazzled at beholding myself all rosy red, At having, I myself, caused the sun to rise” Edmund Rostand (1868-1918) 2013 RAMS – Tutorial 4A - Schenkelberg 87
  • 88. VALUE ADDED/ROI QUESTIONAIRE Savings/Impact/Benefit 8. Engineering effort a. How long would it have taken your team to undertake the work provided. Take into account research time and whether you saved: had the skills available b. If you did not have the skills available how many people would have needed to be recruited to undertake the work? c. How long would it take for these people to become productive? d. Estimate training cost associated with new personnel 9. Misc a. Please identify any other benefits or cost savings from using our resources 2013 RAMS – Tutorial 4A - Schenkelberg 88
  • 89. “Gross national product measures neither the health of our children, the quality of their education, nor the joy of their play It measures neither the beauty of our poetry, nor the strength of our marriages. It is indifferent to the decency of our factories and the safety of our streets alike. It measures neither our wisdom nor our learning, neither our wit nor our courage, neither our compassion or our devotion to country. It measures everything in short, except that which makes life worth living, and it can tell us everything about our country except those things which make us proud to be part of it.” Robert Kennedy 2013 RAMS – Tutorial 4A - Schenkelberg 89
  • 90. Your „value case‟  Problem statement  Work done to solve problem  Value statement(s) 2013 RAMS – Tutorial 4A - Schenkelberg 90
  • 91. Reliability Maturity How to understand an organization‟s reliability culture
  • 92. Maturity Matrix  Handout Matrix  Based on Quality Management Maturity Grid from Quality is Free, c 1979 by Philip B. Crosby 2013 RAMS – Tutorial 4A - Schenkelberg 92
  • 93. Measurement Categories  Management Understanding and Attitude  Business objectives and language  Attention and investments  Reliability Status  Position and stature  Location and influence 2013 RAMS – Tutorial 4A - Schenkelberg 93
  • 94. Measurement Categories  Problem Handling  Proactive or Reactive  Cost of „Un‟ Reliability  Understanding and influence of metrics  Local budget or total product cost  Feedback Process  Predictions, reliability testing  Failure analysis, time to detection 2013 RAMS – Tutorial 4A - Schenkelberg 94
  • 95. Measurement Categories  DFR program status  Exists separately or integrated  Template or customized  Summation of Reliability Posture  How does the organization talk about reliability? 2013 RAMS – Tutorial 4A - Schenkelberg 95
  • 96. Stage I Uncertainty  Management – blame others  Status – hidden or doesn‟t exist  Problems – may have good fire fighting  Cost – unknown and no influence  Feedback – customer returns & complaints  DFR – doesn‟t exist even with designers  Summation – “Reliability must be ok, since customer‟s are buying our products.” 2013 RAMS – Tutorial 4A - Schenkelberg 96
  • 97. Stage II Awakening  Management – important w/o resources  Status – champion recognized  Problems – organized fire fighting  Cost – generally warranty only  Feedback – disorganized, antidotal  DFR – trying some tools  Summation – “We really should make more reliable products.” 2013 RAMS – Tutorial 4A - Schenkelberg 97
  • 98. Stage III Enlightenment  Management – Support and encouragement  Status – Senior staff influence  Problems – Systematic and reactive  Cost – Starting to track cost of un-reliability  Feedback – ALT and modeling, root cause  DFR – program of reliability activities  Summation – “We can see how these tools help our product‟s field performance.” 2013 RAMS – Tutorial 4A - Schenkelberg 98
  • 99. Stage IV Wisdom  Management – Personally involved, leading  Status – Senior manager, major role  Problems – found and resolved quickly  Cost – understanding of major drivers  Feedback – selective testing in risk areas  DFR – Part of products get designed  Summation – “We avoid most field reliability issues” 2013 RAMS – Tutorial 4A - Schenkelberg 99
  • 100. Stage V Certainty  Management – Considered core capability  Status – thought leader in company  Problems – Only a few issue, & expected  Cost – Accurate and decreasing  Feedback – Testing & field support models  DFR – Normal part of company business  Summation – “We do get surprised by the few field failures that occur.” 2013 RAMS – Tutorial 4A - Schenkelberg 100
  • 101. Why do we need to know Maturity?  Recommendations need to match the organizations capabilities  From current state build path toward the right one step at a time  Value proposition for changes address management approach to reliability 2013 RAMS – Tutorial 4A - Schenkelberg 101
  • 102. How to determine maturity?  Self assessment  Small team from across organization  Each marks blocks that describe their maturity  Team determine Stage description by consensus  Observation from within an organization  As an individual trying to position changes  Informally conduct self assessment 2013 RAMS – Tutorial 4A - Schenkelberg 102
  • 103. How to determine maturity?  Assessment Interviews  Conduct interviews to understand current reliability activities  Review and summarize interviews  Interpret results onto maturity matrix 2013 RAMS – Tutorial 4A - Schenkelberg 103
  • 104. What are your questions? 2013 RAMS – Tutorial 4A - Schenkelberg 104
  • 105. Reliability Assessment Using a survey to quickly understand the organization‟s reliability program
  • 106. survey approach  selecting survey topics choosing interviewees  interview format  hw r&d manager  data collection  hw r&d engineer  business unit summary  reliability manager  immediate follow up  reliability engineer  analysis  procurement  review  manufacturing  key stakeholder reporting 2013 RAMS – Tutorial 4A - Schenkelberg 106
  • 107. survey form & scoring DFR Methods Survey Scoring: 4 = 100%, top priority, always done 3 = >75%, use normally, expected 2 = 25% - 75%, variable use 1 = <25%, only occasional use 0 = not done or discontinued - = not visible, no comment Management:  Goal setting for division  Priority of quality & reliability improvement  Management attention & follow up (goal ownership) Design:  Documented hardware design cycle  Goal setting by product or module 2013 RAMS – Tutorial 4A - Schenkelberg 107
  • 108. design survey topics Design:  Documented hardware design cycle  Goal setting by product or module  Priority of Q&R vs. performance, cost, schedule  Design for Reliability (DFR) training  Preferred technology selection/standardization  Component qualification testing  OEM selection & testing to equal HP requirements  Fault Tree Analysis/Rel. Block Diagrams (FTA/RBD)  Failure/root cause analysis  Statistically-designed engineering experiments  Accelerated Stress/Life Testing (ALT)  Design & derating rules 2013 RAMS – Tutorial 4A - Schenkelberg 108
  • 109. design survey topics  Design reviews/design rule checking  Finite Element Analysis (FEA) or simulations  Failure rate estimation/prediction  Thermal design & measurements  Design tolerance analysis  Failure Modes & Effects Analysis (FMEA)  Environmental (design margin) testing  Highly accelerated life testing (HALT)  Physics of Failure analysis  Lessons-learned database  Design Defect Tracking (DDT)  Ownership of quality & reliability goals 2013 RAMS – Tutorial 4A - Schenkelberg 109
  • 110. manufacturing survey topics Manufacturing:  Design for manufacturability (DFM)  Priority of Q&R vs. schedule & cost  Quality training programs  Statistical Process Control (SPC/SQC)  Total Quality Management (TQM)  HP process audits (written reports)  Vendor (& OEM) process audits, TQRDCE  Incoming inspection/sampling  Component burn-in  Assembly-level environmental stress screening (ESS)  Product-level environmental stress screening (ESS)  Defect Detection & Tracking (DD&T)  Corrective Action Reports  Ownership of quality & reliability goals 2013 RAMS – Tutorial 4A - Schenkelberg 110
  • 111. Aircraft Company Example  AC, Inc. a private jet manufacturer, develops, manufactures, sells and provides support for aircraft, throughout the intended life cycle. The product design process is dominated by the ability to meet FAA certification requirements. This product is high cost and very low volume.  Handout, AC, Inc. Survey Summary  Determine maturity stage and make recommendations 2013 RAMS – Tutorial 4A - Schenkelberg 111
  • 112. AC, Inc. key points  MTBF metrics  Excellent field data  Very limited sample sizes  Reactive mode to improvement activities 2013 RAMS – Tutorial 4A - Schenkelberg 112
  • 113. AC, Inc. Recommendations  Use Reliability rather than MTBF. Establish fully stated reliability goal in terms of the probability of components and aircraft successfully performing as expected under stated conditions for two or more defined time periods. Reliability is a metric that does not have a dependence on a particular lifetime distribution and is intuitively interpreted by engineers correctly. Using multiple time marks, it promotes the use of lifetime distributions rather than single parameter descriptions. Once engineers are using lifetime distributions, calculating confidence intervals is a natural extension. 2013 RAMS – Tutorial 4A - Schenkelberg 113
  • 114. AC, Inc. Recommendations  Build and support an aircraft reliability model. Use the historical data, lifetime distributions (not MTBF), RBD (reliability block diagramming) and simple mathematics to quickly create a basic reliability model. An extension of the model would be to incorporate the various environmental factors, flight profiles, and the influence of other relevant variables on failure rates. For example, some systems experience damaging stress during takeoffs and landings, others only while in flight, some only when landing in high temperature and humidity climates. Ideally for each component the model would incorporate historical field history along with environmental and component data. Even a very simple model that enables the design and procurement teams to evaluate options is well worth the effort to build and support. Most importantly a reliability model provides feedback very quickly to the design team during the design process. 2013 RAMS – Tutorial 4A - Schenkelberg 114
  • 115. Additional Reading  Practical Reliability Engineering, 4th Edition, Patrick D. T. O‟Connor, 2002  Improving Product Reliability: Strategies and Implementation, Mark A. Levin and Ted T. Kalal, 2003  Quality is Free: The Art of Making Quality Certain, Philip B. Crosby, 1979  Design Paradigms: Case Histories of Error and Judgment in Engineering, Henry Petroski, 1994 2013 RAMS – Tutorial 4A - Schenkelberg 115