PdM Program Guide · 01 · Roadmap

PdM Program Guide: setting up predictive maintenance end to end

Predictive maintenance is not a sensor purchase. It is a program: the right assets, the right techniques, data collected often enough, and a workflow that turns warnings into planned work. This track walks you through setting one up, step by step.

Beginner12 min readFor program managers and reliability engineers

What a PdM program is

Predictive maintenance (PdM), also called condition-based maintenance, means measuring the condition of equipment while it runs and acting when the measurements show that a failure is developing. The aim is simple: find problems early enough to fix them on your schedule, not the machine's.

A working program has five parts. Missing any one of them is the most common reason programs stall after the pilot.

PartQuestion it answersTypical owner
ScopeWhich assets are worth monitoring, and why?Reliability engineer with operations
TechnologyWhich techniques, sensors, data settings and networks?Condition monitoring lead, IT and OT
PeopleWho reviews the data, who decides, what skills do they need?Maintenance manager
WorkflowHow does a warning become a planned work order and a lesson learned?Planning and scheduling
MeasurementIs the program catching failures and paying for itself?Program manager

The ten-step roadmap

The steps below follow the logic of international guidance on condition monitoring (ISO 17359 sets out the general procedure; ISO 55000 frames it within asset management). Each step links to the page in this track that covers it in detail.

  1. Set goals and a baseline. Write down what you want to improve: unplanned downtime hours, maintenance cost, safety incidents, energy. Record today's values so you can show progress later.
  2. Build the asset register. List every rotating and electrical asset in scope with its tag, type, driver, speed, bearings, power, duty and location. Data quality here decides the quality of every later step.
  3. Rank assets by criticality. Score the consequence of failure (safety, environment, production, cost, quality) and its likelihood. Split assets into tiers A, B and C. Asset selection and criticality →
  4. Understand how they fail. For each asset class, list the dominant failure modes and whether they give a warning. A failure mode effects and criticality analysis (FMECA) is the structured way to do this. Failure modes and techniques →
  5. Choose a maintenance strategy per failure mode. Condition-based where there is a detectable P-F interval, time-based where wear is age-related and cheap to fix, run-to-failure where failure is harmless. Strategies and the P-F curve →
  6. Select techniques and measurement intervals. Match each failure mode to the technique that detects it earliest, and measure at least twice within its P-F interval.
  7. Design the data collection. Online wired, online wireless or portable routes; sensor type, mounting, placement, sampling settings, network and gateways. Vibration sensors → and IIoT and wireless →
  8. Pilot, baseline and set alarms. Start with 20 to 50 assets, collect a few weeks of healthy data, then set statistical and model-based alarms on top of standard severity limits.
  9. Connect to the work management process. Every confirmed finding becomes a work order with a priority and a due date. Every repair is closed with what was found.
  10. Measure, learn and scale. Track catch rate, warning time, false alarms and cost avoided. Expand to more assets and techniques when the pilot shows results. Rollout, alarms and KPIs →

Do it with the planning tool

The PdM Program Setup app follows these steps: describe your assets, score their criticality, and get recommended techniques, sensor counts, sensor types, mounting, data settings and measurement intervals.

Open PdM Program Setup

Why programs fail, and how to avoid it

Common failureWhat it looks likePrevention
Technology firstSensors bought before anyone decided which assets and failure modes matterDo steps 1–6 before choosing hardware
Data without decisionsDashboards full of alerts that nobody ownsName an owner for every alert; route findings into work orders
Alarm floodHundreds of alerts in week one; people stop lookingBaseline first; tier alarms by criticality; review and tune monthly
Wrong sensor or mountingBearing faults missed because data above 2 kHz is not realMatch sensor bandwidth and mounting to the frequencies you need
No feedback loopRepairs closed without recording what was foundCapture as-found condition and photos; use them to confirm or tune models
No proof of valueProgram cut at the next budget reviewRecord each catch with the failure cost it avoided

Where machine learning fits

Most of this track is about program design, because no model can rescue a program that monitors the wrong assets with the wrong sensors. Once the data is flowing, machine learning makes a program scale:

  • Baselining and anomaly detection learn what normal looks like for each machine and operating state, so alarms adapt to the asset instead of using one fixed limit. See anomaly detection.
  • Fault classification suggests a likely cause (unbalance, misalignment, bearing, gear) so analysts start from a hypothesis. See fault classification.
  • Remaining useful life estimates how long the asset can keep running, which is what planners need. See prognosis.

Wireless sensors that report every hour create far more data than a monthly route. Without automated screening, analysts drown in it. That is why IIoT and machine learning are usually deployed together.

Key takeaways

  • A PdM program has five parts: scope, technology, people, workflow and measurement.
  • Decide which assets and failure modes matter before choosing sensors.
  • Measurement intervals come from the P-F interval of the failure mode, not from habit.
  • Value comes from planned work orders, not from alerts. Close the loop and record every catch.

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