SOP: Maintenance Intensity Matrix (MIM)

📊 MAINTENANCE INTENSITY MATRIX (MIM)

The Strategic Brain for Adaptive Maintenance

Dynamic priority calculation based on seasonal conditions and operational stress

⚠️ CRITICAL OPERATING PRINCIPLE

ADAPTIVE MAINTENANCE PHILOSOPHY

  • Not All Seasons Are Equal: Wet season (high silt) vs dry season (precision work) require fundamentally different focus areas.
  • Dynamic Prioritization: A "low priority" task in dry season may become "critical" in wet season.
  • Stress-Based Allocation: Resources should flow to systems under highest environmental and operational stress.
The Seasonal Logic - Two Primary Modes

🌧️ HIGH INTENSITY MODE (Wet Season / Flood Period)

Duration: Typically March-May and September-November (Rwanda rainy seasons)

Characteristics: High river flow, elevated turbidity (> 500 NTU), increased sediment load, cooler water temperatures

Primary Focus Areas:

  1. Silt Management & Erosion Control
    • Daily trash rack inspection for debris buildup
    • Increased frequency of silt basin flushing
    • Runner blade erosion monitoring (weekly visual if possible)
    • Link: Intake SOP
  2. Cooling Water Filtration
    • Shift-level filter checks (every 8 hours) instead of weekly
    • Bearing temperature trending for early cooling degradation detection
    • Back-flush frequency increased to daily
  3. Oil Hygiene & Aeration Monitoring
    • Water contamination risk increases during floods
    • Monthly oil analysis instead of quarterly
    • Daily HPU sight glass checks for cloudiness
    • Link: Oil Health SOP
  4. Thrust Balance & Axial Position
    • High silt increases runner axial thrust variation
    • Weekly thrust bearing temperature monitoring
    • Check shaft end-float (axial play) monthly

What to AVOID in Wet Season:

  • ❌ Stator wedge tightening (vibration from high flow can loosen fresh work)
  • ❌ Precision alignment work (thermal cycling and load variation make measurements unreliable)
  • ❌ PID tuning (vortex rope frequency varies with silt content, skewing results)

☀️ PRECISION INTENSITY MODE (Dry Season / Low Flow Period)

Duration: Typically June-August and December-February

Characteristics: Low river flow, clear water (< 50 NTU), stable temperatures, predictable load patterns

Primary Focus Areas:

  1. Mechanical Alignment & Precision
    • Bi-annual shaft run-out measurement
    • Labyrinth seal gap verification (0.4-0.6 mm target)
    • Guide vane linkage pin inspection for wear
    • Link: Precision SOP
  2. Stator Wedge & Core Integrity
    • Annual "tap test" for loose wedges
    • Thermal mapping of stator for hot spots (post-rainy season check)
    • Insulation resistance testing
    • Link: Electrical Health SOP
  3. Governor PID Tuning & Response
    • Stable conditions allow accurate step response testing
    • Dead-time measurement and optimization
    • Frequency stability evaluation (1-hour test)
    • Link: Governor Logic SOP
  4. Foundation & Structural Integrity
    • Annual anchor bolt re-torquing
    • The "Hollow Test" for grout voids
    • Epoxy injection of micro-cracks (if needed)
    • Link: Foundation SOP

What to FAVOR in Dry Season:

  • ✅ Extended outages for deep inspection work
  • ✅ Bearing replacement (stable ambient temperatures reduce thermal shock risk)
  • ✅ Runner cavitation repair welding (clean water = better post-repair testing)
The Criticality Scoring System (Stress Score 1-10)

How to Calculate Stress Score

Formula:

Stress Score = (Environmental Factor × 0.4) + (Load Factor × 0.3) + (Age Factor × 0.2) + (Recent Fault History × 0.1)

Scoring Components:

Factor Low (1-3) Medium (4-6) High (7-10)
Environmental
(Turbidity)
< 50 NTU (Clear water) 50-500 NTU (Moderate silt) > 500 NTU (High silt/flood)
Load Factor
(% of rated)
40-70% (Optimal efficiency) 70-90% or 30-40% (Acceptable) > 90% or < 30% (Stress zones)
Age Factor
(Time since overhaul)
< 2 years 2-5 years > 5 years
Fault History
(Last 6 months)
0 faults 1-2 faults > 2 faults
Criticality Matrix: 25 Modules Ranked
Module / System Wet Season Score Dry Season Score Primary Stress Driver
Intake & Silt Management 9-10 2-3 Turbidity, debris load
Cooling Water System 8-9 3-4 Filter clogging from silt
Oil Hygiene (HPU) 7-8 4-5 Water contamination risk
Runner Cavitation / Erosion 8-9 3-4 Suspended solids abrasion
Thrust Bearing 7-8 4-5 Axial load variation
Guide Vane Linkage 6-7 5-6 High cycling frequency
Governor Response 5-6 3-4 Load variation, vortex
Draft Tube Vortex 7-8 4-5 Part-load operation
Precision Alignment 2-3 8-9 Optimal for dry season work
Stator Wedges 2-3 7-8 Post-wet season loosening check
Foundation Integrity 3-4 7-8 Annual re-torque cycle
PID Tuning 2-3 8-9 Requires stable conditions
Bearings (Guide/Thrust) 6-7 5-6 Continuous monitoring
Generator Brushes 5-6 5-6 Wear rate independent
Sensors & SCADA 6-7 5-6 Moisture sensitivity
Holistic Correlation - System Interdependencies

High Silt → Cascading Effects

Primary Impact: Elevated turbidity (> 500 NTU) during wet season

Downstream Consequences:

  1. Runner Erosion Acceleration
    • Suspended solids act as abrasive particles
    • Cavitation pitting deepens faster with silt presence
    • Result: Increased vibration → Triggers need for #2
  2. Thrust Balance Degradation
    • Uneven runner erosion changes hydraulic forces
    • Axial thrust increases on one side
    • Result: Thrust bearing temperature rises → Triggers need for #3
  3. Oil Hygiene Compromise
    • Increased bearing load → Higher oil operating temperature
    • Hot oil degrades faster, loses viscosity
    • Moisture ingress more likely during heavy rains
    • Result: Oil aeration risk → Governor becomes "spongy" → Triggers need for #4
  4. Governor Response Issues
    • Aerated oil reduces hydraulic bulk modulus
    • Guide vane response becomes erratic
    • Result: Frequency hunting → Load instability

💡 Strategic Insight: In wet season, a single uncorrected issue (high silt) can cascade through 4 interconnected systems. This is why "Intake Management" scores 9-10 during floods - it's the leverage point for system-wide stability.

Thermal Cycling → Alignment Drift

Mechanism: Wet season brings cooler water temperatures (15-18°C) vs dry season (22-25°C)

Impact Chain:

  • Cooler water → Lower bearing temperatures → Thermal contraction of shaft
  • Shaft contracts → Labyrinth seal gaps increase (+0.05-0.10 mm)
  • Increased gaps → Higher seal leakage → Efficiency loss (0.5-1%)
  • Conclusion: Alignment work in wet season is futile - measurements will shift when dry season returns. Wait for thermal stability.
Maintenance Calendar Integration

Recommended Annual Cycle (Rwanda Context)

March-May (Long Rains):

  • FOCUS: Silt management, cooling water, oil quality
  • DAILY: Trash rack, HPU sight glass, bearing temps
  • WEEKLY: Oil analysis if turbidity > 800 NTU

June-August (Dry Season 1):

  • FOCUS: Precision alignment, PID tuning, foundation work
  • SCHEDULE: Plan 1-week outage for deep inspection
  • TARGET: Complete stator wedge tightening, bearing replacement if needed

September-November (Short Rains):

  • FOCUS: Return to silt management mode
  • VERIFY: All June-August precision work remains stable

December-February (Dry Season 2):

  • FOCUS: Annual overhaul planning for next wet season
  • CRITICAL: Runner cavitation welding repair (if needed) - must be completed before March rains
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