1774 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 56, NO. 5, MAY2009
Predicting Future States With n-Dimensional
Markov Chains for Fault Diagnosis
Ian Morgan, Student Member, IEEE, and Honghai Liu, Senior Member, IEEE
Abstract—This paper introduces a novel method of predicting
future concentrations of elements in lubrication oil, for the aim
of identifying possible anomalies in continued operation aboard a
large marine vessel. The research carried out is supported by a
discussion of previous work in the field of fault detection in tribo-
logical mechanisms, although with a focus upon two stroke marine
diesel engines. The approach taken implements an n-dimensional
Markov chain model with a singular weighted connection between
layers. The approach leverages the computational simplicity of the
Markov chain and combines this with a weighted decision calcu-
lated from the correlational coefficients between variables, with
the notable assumption that interconnectivity between elements is
not constant. The approach is compared to an established method,
which is the Kalman filter, with promising results for future work
and extension of the method to include expert knowledge in the
decision making process.
Index Terms—Engines, fault diagnosis, marine equipment.
I. I NTRODUCTION
M
AINTENANCE is often thought of as a necessary
evil rather than a competitive edge, partly because of
slow adoption of new technology and, more recently, little
enthusiasm for high cost retrofitting of diagnostic systems for
large fleets. There are two broad categories that maintenance
programs fall into: corrective or preventative maintenance [1].
Corrective maintenance, which can be thought of as reactive,
only occurs when a machine effectively stops functioning. This
is aimed at trimming maintenance costs as much as possible;
however, in practice, it is the more expensive option as cost
is measured in lost production or operational time, as well as
the net sum of maintaining the mechanism [2]. This approach
has also been discounted in the maritime industry, as it is not
practical due to the high cost of repairing a marine engine
while still at sea, coupled with the safety and environmental
impact of a drifting vessel. As such, schedule or time-based
maintenance is preferred, where a vessel has repairs carried out
while in port, which is appropriate to the expected life span or
mileage of a particular part [3]. Although this is the simplest
approach, it does not account for a number of external factors
which govern wear upon engine components. This is notable,
Manuscript received April 9, 2008; revised November 12, 2008. First pub-
lished January 6, 2009; current version published April 29, 2009. This work
was supported by the Engineering and Physical Sciences Research Council,
U.K., under Grants CASE/CNA/05/67, EP/G041377/1, and Open Automation
and Control Group.
The authors are with the Institute of Industrial Research, University of
Portsmouth, Portsmouth PO1 3QL, U.K. (e-mail: ian.morgan@port.ac.uk;
honghai.liu@port.ac.uk).
Color versions of one or more of the figures in this paper are available online
at http://ieeexplore.ieee.org.
Digital Object Identifier 10.1109/TIE.2008.2011306
as there is evidence to suggest that large marine engines have
unique wear rates and tendencies, even when compared to
those of the same model [3]. As a result, although time-based
maintenance is effective, an approach is required, which first
does not require significant retrofitting costs by utilizing data
from one source and secondly identifies possible issues with a
particular engine, rather than an average over many sources.
Therefore, this paper will focus upon another approach, that
of predictive maintenance, which can be considered as fault-
driven maintenance, without the drawback of having to wait for
a fault to occur. The principles of predictive maintenance apply
to all machine and industrial applications, as for example, in [4]
and [5]; however, the domain of the marine industry will here
be used to illustrate these due to the extreme conditions that
have to be faced.
A. Elemental Analysis
Previous work in engine diagnostics has recorded indicators
of a mechanism’s state from a number of sources, otherwise
known as “sensor fusion” [6]. These are generally known under
the general term of “tribology” or “the science of rubbing” [7]
and can refer to the study of any mechanism that has moving
parts. In this case, the specific factors relate to elemental
analysis, as it is the degradation or lack of lubrication oil
that generally results in failure. Edwards et al. [7] list three
main causes: oxidation, where the oil loses hydrogen and,
hence, its molecular properties are altered; fluid contamina-
tion, where silicon or water is mixed with the oil; or solid
contaminants, where oil is mixed with metallic fragmentation
from mechanical wear, although importantly, all three increase
the speed of degradation of a given mechanism. This can be
subdivided into further indicators of wear; physical indicators
include vibration [8], thermography, and acoustic emission [9],
although it has been suggested by both Zhang et al. [10] and
Liu et al. [11] that vibration detection is not suitable for large
tribological mechanisms. Chemical indicators include ferrog-
raphy, and compositional indicators from oil analysis include
both spectrometry and viscosity [3], [11]–[17].
Ferrography has typically been the method of choice and
involves pumping oil across a thin membrane or glass slide
while applying a magnetic field, whereupon the size, shape,
and number of collected particles can be identified. This has
more recently been complemented with spectrometry, which
measures particles’ characteristic electromagnetic wavelengths
when introduced to a high energy source. One issue or benefit,
depending upon the application, of spectrometry is that a max-
imum particle size for accurate measurement is 5 μm, whereas
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