Optimization of hybrid component-level opportunistic maintenance strategy with dual-source ordering

To reduce operational losses from EMU maintenance shutdowns while ensuring safety, this study develops an integrated optimization model combining hybrid opportunistic maintenance with dual-source spare parts procurement under imperfect maintenance. Scheduled maintenance is applied to non-critical components, while critical ones use reliability-based maintenance for cost-effective, safe operations. Dynamic triggers based on mileage and reliability thresholds optimize timing adaptively. To handle spare parts uncertainty, the model integrates dual-source procurement—routine and emergency orders—with inventory controls such as stock limits and reorder points. A proportional factor further adjusts maintenance timing based on available opportunities. A case study on EMU bogie systems shows 13.5% cost savings over non-opportunistic strategies and 4.8% over single-component approaches, while downtime decreases by 4.8% and 9.2%, respectively. The framework supports coordinated maintenance and inventory decisions for complex engineering systems.

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Publication Details

Journal
Proceedings of the Institution of Mechanical Engineers Part O Journal of Risk and Reliability
Published
2026-08-18
DOI
https://doi.org/10.1177/1748006x261464228
Primary Topic
Reliability and Maintenance Optimization
Type
article
Field-Weighted Citation Impact
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article

Optimization of hybrid component-level opportunistic maintenance strategy with dual-source ordering

Jianhua Cao, Wei Yao, Yuanyun Wang, Chunliu Zhou
Proceedings of the Institution of Mechanical Engineers Part O Journal of Risk and Reliability
Reliability and Maintenance Optimization
article

Optimization of hybrid component-level opportunistic maintenance strategy with dual-source ordering

Jianhua Cao, Wei Yao, Yuanyun Wang, Chunliu Zhou
article en

Abstract

To reduce operational losses from EMU maintenance shutdowns while ensuring safety, this study develops an integrated optimization model combining hybrid opportunistic maintenance with dual-source spare parts procurement under imperfect maintenance. Scheduled maintenance is applied to non-critical components, while critical ones use reliability-based maintenance for cost-effective, safe operations. Dynamic triggers based on mileage and reliability thresholds optimize timing adaptively. To handle spare parts uncertainty, the model integrates dual-source procurement—routine and emergency orders—with inventory controls such as stock limits and reorder points. A proportional factor further adjusts maintenance timing based on available opportunities. A case study on EMU bogie systems shows 13.5% cost savings over non-opportunistic strategies and 4.8% over single-component approaches, while downtime decreases by 4.8% and 9.2%, respectively. The framework supports coordinated maintenance and inventory decisions for complex engineering systems.

Proceedings of the Institution of Mechanical Engineers Part O Journal of Risk and Reliability
Anhui University of Technology (CN)
Openalex Percentile: Top 10%
Reliability and Maintenance Optimization
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