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Maintenance Catalog Example

This example shows a maintenance catalog based on operating hours for an Industrial Material Handler.

It illustrates a typical setup including maintenance intervals, activities, spare parts, and external links.

Functional Description

The maintenance catalog is based on operating hours as the maintenance trigger.

  • Maintenance tasks are created based on the signal
    value.common.machine.hours.operation.total

  • An advance warning of 50 hours is configured before a task becomes due

  • A service counter (value.common.machine.service.count) is used to track completed maintenance

Maintenance Intervals

The following maintenance intervals are defined:

  • 50h (one-time)
    Initial service including checks, replacements, and lubrication

  • 250h (recurring)
    Regular service including oil change, inspections, and Kit A

  • 500h (recurring)
    Extended service including filter replacements, adjustments, and Kit B

  • 1000h (recurring) Major service including full fluid changes, inspections, and Kit C

  • 2000h (recurring)
    Annual inspection including structural checks and major component inspection

Activities and Resources

Each interval defines:

  • A set of activities (e.g. Check, Replace, Inspect, Test)
  • Required spare parts grouped into kits
  • Links to external ordering systems and parts catalogs

YAML Configuration Example

The following YAML configuration represents the maintenance catalog described above.

YAML Configuration Example (click to view)
---
task:
  name:
    en: "Maintenance at $target hours"
  description:
    en: "Maintenance task for Industrial Material Handler."
  source: "industrial_material_handler.maintenance"

settings:
  base: "hours"
  advance: 50
  set_checklist_activities: False
  set_description_activities: True
  sort_description_activities_by_text: False
  sort_description_activities_by_cycle: True
  group_root_activities: True
  set_activity_cycle: False

signals:
  operating_hours:
    key: "value.common.machine.hours.operation.total"
    mandatory: true
  service_counter:
    key: "value.common.machine.service.count"
    mandatory: true

models:
  Industrial Material Handler:
    links:
      en:
        Order Kit-A: "https://shop.equipment-oem.com/parts-portal#Kit-A"
        Parts catalog: "https://parts.equipment-oem.com/catalog/handler-series"
        Order Kit-B: "https://shop.equipment-oem.com/parts-portal#Kit-B"
        Order Kit-C: "https://shop.equipment-oem.com/parts-portal#Kit-C"

    unique_activities:
      50:
        en:
          Check:
            - Battery connections/electrolyte
            - hydraulic oil level
            - all fluids
            - tire pressure/condition
            - safety systems
          Replace:
            - Engine oil filter (first service)
            - hydraulic pressure filter cartridges
          Lubricate:
            - Pivot points
            - bearings
            - steering linkages

    cycle_activities:
      250:
        en:
          Change:
            - Engine oil (15W-40)
            - engine oil filter
            - fuel filter
          Check:
            - Air filter
            - drive belts
            - brakes
            - hydraulic hoses
          Inspect:
            - Structural welds
            - mounting bolts
            - electrical connections
          Kit A (250h):
            - Engine oil filter ×1
            - fuel filter ×1
            - O-rings ×4
            - drain plug washers ×2

      500:
        en:
          Replace:
            - Primary air filter
            - fuel pre-filter
            - fuel main filter
            - hydraulic return filter
            - cabin air filter
          Change:
            - Transmission oil (if equipped)
          Check/Adjust:
            - Valve clearance
            - parking brake
            - steering alignment
          Test:
            - Hydraulic cylinders load test
            - hydraulic pressure (target ~210 bar)
          Kit B (500h):
            - Primary air filter ×1
            - fuel pre-filter ×1
            - fuel main filter ×1
            - hydraulic return filter ×1
            - cabin air filter ×1
            - transmission oil filter ×1

      1000:
        en:
          Replace:
            - Secondary air filter
            - all hydraulic filters + seals
            - breather filters
            - AdBlue/DEF filter (if equipped)
          Change:
            - Hydraulic oil (full system)
            - axle differential oil
          Inspect:
            - Turbocharger
            - exhaust system
            - engine mounts/dampeners
          Service:
            - Clean radiator/oil cooler
            - flush cooling system and replace coolant
          Kit C (1000h):
            - Hydraulic pressure filters ×3
            - hydraulic return filters ×2
            - breather filters ×2
            - secondary air filter ×1
            - AdBlue filter ×1
            - complete seal kit
            - filter housing O-rings ×12

      2000:
        en:
          Replace:
            - Drive belts (alt/fan/AC)
            - coolant (flush)
            - brake fluid
          Major inspection:
            - Load-test structure
            - NDT of critical welds (if needed)
            - calibrate load sensors/safety systems
          Check:
            - Wheel bearings
            - final drive planetaries
            - hydraulic pump wear/efficiency

Mapping to YAML Configuration

The following table maps the functional elements of this example to their corresponding YAML configuration fields.

Functional Concept YAML Configuration
Machine type models: Industrial Material Handler
Maintenance base (operating hours) settings.base: "hours"
Primary signal (operating hours) signals.operating_hours.key
Service counter signals.service_counter.key
Advance warning (50h) settings.advance: 50
One-time maintenance (50h) models.<model>.unique_activities.50
Recurring maintenance (250h, 500h, etc.) models.<model>.cycle_activities.<interval>
Activities (Check, Replace, etc.) Nested under unique_activities or cycle_activities
Spare parts kits Represented as grouped activity entries
External links models.<model>.links