Section 1 Introduction
Clasification Society 2024 - Version 9.40
Clasifications Register Guidance Information - Guidance Notes for Machinery Survey Arrangements including The Examination of Surveyable Machinery Items by Chief Engineers, April 2021 - Chapter 1 Overview - Section 1 Introduction

Section 1 Introduction

1.1 Introduction to Lloyd’s Register’s Rules and Regulations and ShipRight Procedures for Machinery Planned Maintenance and Condition Monitoring

1.1.1 This document supersedes The Examination of Surveyable Machinery Items by Chief Engineers Version 1.02, 01 March 2015 and PMS Interactive User Manual Version 1.4, November 2016.

1.1.2 It describes the machinery survey arrangements in Lloyd’s Register’s Rules and Regulations for the Classification of Ships, July 2022 and ShipRight Procedures for Machinery Planned Maintenance and Condition Monitoring.

1.1.3 It also details how, subject to certain conditions, applicable machinery items may be credited for survey based on examinations by the ship’s Chief Engineer.

1.1.4 Machinery examinations, by the ship’s Chief Engineer, for survey credit should be in accordance with the requirements of Lloyd’s Register’s Rules and Regulations for the Classification of Ships, July 2022 and should include the scope of service overhauls specified by the Original Equipment Manufacturers (OEM).

1.1.5 The Chief Engineer should report to Lloyd’s Register without delay, any defect or damage identified during an examination which could invalidate the conditions for classification of the ship. In such cases, a Surveyor should be requested to attend the ship to carry out a survey in accordance with normal practice. All repairs that may be required, in order for the ship to maintain class, are to be carried out to the satisfaction of the Surveyor.

1.1.6 It will be the responsibility of the Chief Engineer, in consultation with the Master in their joint capacity as representatives of the Operator, to ensure that machinery items are only opened up for examination under favourable conditions so that no hazard, including fire, to the ship or cargo would result from breakdown of a working unit.

1.1.7 Chief Engineers are reminded that overhaul of machinery items whilst at sea must not compromise the redundancy / standby functions which are requirements of Statutory Regulations and Classification Rules.

1.1.8 The arrangements described in this document do not apply to the ship’s Superintendents.

NOTES:
  • Any machinery item which is subject to a Condition of Class is excluded from these arrangements and is to be dealt with by the Surveyor.
  • See Ch 3, 1.1 Applicable machinery items for a list of typical machinery items that can be examined by Chief Engineers.
  • See Ch 3, 2.1 Inapplicable machinery items for a list of typical machinery items that remain to be dealt with by Lloyd’s Register Surveyors.
  • For further information on machinery survey arrangements, contact your local LR Office.

1.1.9 Engine Special Survey – ES

Complete Surveys of machinery by a Lloyd’s Register Surveyor, where all machinery items are opened for survey, are due at five-year intervals.

1.1.10 Continuous Survey Machinery – CSM

Complete Surveys of machinery by Lloyd’s Register Surveyors may be carried out on a Continuous Survey basis, where machinery items are opened for survey in rotation, to ensure that the interval between consecutive examinations of each item will not exceed five years. Subject to certain conditions, applicable machinery items may be examined by the Chief Engineer, while at sea or at ports where LR is not represented, followed by a limited confirmatory survey at the next port of call where a Surveyor is available.

1.1.11 LR’s ShipRight Procedures for Machinery Planned Maintenance and Condition Monitoring and Annexes to Machinery Planned Maintenance and Condition Monitoring provide procedures and guidance for the approval and management of Machinery Planned Maintenance and Condition Monitoring Schemes, where the scope of traditional surveys is reduced or replaced by Annual Audits of the Chief Engineer’s records by Lloyd’s Register Surveyors.

NOTES:

1.1.12 Approved Machinery Planned Maintenance Scheme – ShipRight MPMS descriptive note

When an approved Machinery Planned Maintenance Scheme is in use, Chief Engineers may carry out the examination of applicable machinery items, without the need for a Lloyd’s Register Surveyor to be present. An Annual Audit is required, at which time a Surveyor will undertake confirmatory surveys on those items to be credited which have been examined by the Chief Engineer during the preceding year.

1.1.13 Machinery Condition Monitoring – ShipRight MPMS(CM) descriptive note

Where approved Machinery Condition Monitoring is in use, those monitored machinery items need only be opened out for examination and survey when readings of condition and performance parameters indicate deterioration beyond defined limits. Condition records are examined at the Annual Audit to verify that they are within specified limits and confirmatory readings may be taken to compare with the ship’s records. The Operator decides the machinery items to be included in the scheme; the remaining items not subject to condition monitoring are dealt with under MPMS / CSM. The ship must be operating an approved Machinery Planned Maintenance Scheme.

1.1.14 Predictive Techniques – ShipRight MPMS(CM, PT) descriptive note

Condition Monitoring and Computerised Maintenance Management Software can use complex algorithms and machine learning to predict acceptability for continued service and the requirement for maintenance. Such systems may also base their predictions on knowledge gained from external sources, such as global equipment populations and defect databases. These systems may be independent of the Original Equipment Manufacturer (OEM) recommended maintenance and condition monitoring suggested limits. Approval of this type of software is based on OEM recommendations, industry standards and Class Society experience. The ship must be operating an approved Machinery Planned Maintenance Scheme and approved Machinery Condition Monitoring.

1.1.15 Risk Techniques – ShipRight MPMS(RBM / RCM) descriptive note

Operators may wish to base their machinery maintenance procedures on the results of approved Risk based studies, such as Risk Based Maintenance (RBM) or Reliability Centred Maintenance (RCM). Lloyd’s Register will accept this approach for survey purposes providing certain requirements for operation of the scheme are met. The ship must be operating an approved Machinery Planned Maintenance Scheme.

1.1.16 Screwshaft Condition Monitoring – ShipRight SCM descriptive note

For screwshafts, the use of condition monitoring can provide an alternative method of survey of the tailshaft and stern tube bearing. With the SCM procedure, the tailshaft need not be withdrawn from the stern tube bearing at the required survey intervals if condition monitoring data is found to remain within permissible limits. It should be noted that fixed pitch propellers are still required to be removed and controllable pitch propellers opened up for examination in accordance with the prescribed survey regulations. It is not necessary for the ship to be operating an approved Machinery Planned Maintenance Scheme.

1.1.17 Turbine Condition Monitoring – ShipRight TCM descriptive note

For steam turbines for direct main propulsion, there is a procedure based on the use of condition monitoring and performance measurements. With the TCM procedure, the turbine top casings need not be lifted for examination of the rotors and diaphragms if vibration measurements and a performance trial indicate satisfactory condition. It is not necessary for the ship to be operating an approved Machinery Planned Maintenance Scheme.

1.1.18 Thruster Condition Monitoring – ShipRight ThCM descriptive note

For thrusters and podded propulsors, there is a specific procedure based on the use of condition monitoring. With the ThCM procedure, items can be credited at alternate five-yearly surveys, based on acceptable condition monitoring results without the need for opening out.

1.1.19 Assignment of descriptive notes

Compliance with the procedures will lead to descriptive notes being assigned for inclusion in Lloyd’s Register’s Register of Ships.

For example:

ShipRight (MPMS(CM, PT), ThCM) indicates that the ship is using an approved Machinery Planned Maintenance Scheme, with Condition Monitoring, Predictive Techniques, and Thruster Condition Monitoring.

1.1.20 Where applicable, an appropriate ‘Actionable Item’ will be entered on the ship’s survey status.

1.1.21 Figure 1.1.1 The 4 pillars of machinery survey and maintenance below gives a graphical representation of how ‘the 4 pillars of machinery survey and maintenance’ fit together.

Figure 1.1.1 The 4 pillars of machinery survey and maintenance


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