# Dispositioning Strategies of Maintenance Tasks in Offshore Wind Farms

Felix Optehostert, Daniela Müller, Philipp Jussen

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Felix Optehostert, Daniela Müller, Philipp Jussen. Dispositioning Strategies of Maintenance Tasks in Offshore Wind Farms. IFIP International Conference on Advances in Production Management Systems (APMS), Sep 2017, Hamburg, Germany. pp.101-108, 10.1007/978-3-319-66923-6_12. hal-01666221

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# Dispositioning Strategies of Maintenance Tasks in Offshore Wind Farms

Felix Optehostert, Daniela Müller, Philipp Jussen

Institute for Industrial Management at RWTH Aachen University, Campus-Boulevard 55,
52074 Aachen, Germany
{Felix.Optehostert, Daniela.Mueller, Philipp.Jussen}@fir.rwth-
aachen.de

**Abstract.** Operation and Maintenance (O&M) is a key value driver for offshore wind farms. Consequently, reducing O&M costs improves their profitability. This paper introduces different typologies of dispositioning maintenance tasks in offshore wind farms, in order to help design the strategies and organization of maintenance. Based on the special requirements of offshore wind farms regarding planning and controlling the O&M activities, a morphological analysis was developed. With this different disposition strategies for offshore wind farms could be generated. The consequences of choosing different characteristics are allegorized in an exemplary fashion. The work presented in the following is the foundation for designing a software-based dispositioning tool for usage in offshore wind farms, which will help to increase the effectiveness of the disposition in offshore wind farms by maximizing the number of accomplished tasks per day and minimizing the time technicians stay on the wind turbine and the ships.

**Keywords:** Tool Asset Management, Operation and Maintenance, Disposition, Offshore Wind Farms

## 1 Introduction

Improving the profitability of offshore wind farms is essential for a successful and sustainable energy turnaround. However, in relation to other energy sources offshore wind farms are still not as competitive. This becomes obvious when comparing the levelized cost of energy (LCOE), a key performance indicator for profitability of energy sources (Figure 1. Levelized Cost of Energy [1]). The LCOE depicts the costs of power production respective to the expected operating life of a power plant. This calculation considers the total lifetime cost, such as discounted capital costs, overheads and expenses for fuel divided by the lifetime discounted electricity outcome. As it can be seen in Figure 1 the LCOE for offshore wind farms exceed the LCOE for any other energy source.

To achieve a competitive advantage, the LCOE must be reduced. There are defined levers to do so, such as optimizing the O&M processes and organization, which consumes 28% of the [overall] lifecycle costs [2]. Consequently, O&M is a key value driver
and crucial for improving the profitability of offshore wind farms. For example, a reduction of 10% O&M costs leads to an advance of 4% of earnings before interest and taxes (EBIT). An improvement of 1% of availability would lead to an increase of the EBIT by 2% [2].

Reducing O&M costs by optimizing the disposition efficiency is the overall goal of this study. Typologies of the disposition of maintenance tasks in offshore wind farms will be introduced. These typologies help to design the maintenance organization and determine the task and resource planning strategies. Effectively, it is used to design a software that plans and dispositions the tasks and resources in offshore wind farms. This software tool was developed as a prototype in the research project DispoOffshore, funded by the German Federal Ministry for Economics.

<figure><img src="image_2.png" /><figcaption>Fig. 1. LOCE [1]</figcaption></figure>

## 2 Maintenance in Offshore Wind Farms

The maintenance of offshore wind farms requires different standards and is more challenging than onshore maintenance. Those challenges and standards must be considered when designing disposition strategies for the maintenance operations.

Offshore wind farms are not easy to access, as they are placed several kilometers off shore and from the service hub. Therefore, vessels have to drop off the technicians by performing precise maneuvers. Additionally there is no access to the wind turbines when, due to bad sight or huge wave heights from the weather conditions, vessels cannot safely travel [3]. The efficiency of a daily working plan is therefore dependent on the ideal allocation of maintenance tasks to service technicians and vessels. This assignment determines whether the routes of the vessels are optimal and whether the appropriate technician with the required qualifications will finish all necessary tasks. If this assignment is not performed in an optimum fashion, the vessels will have insufficient routes and too few tasks for the estimated working hours each day. These considerations apply to designing the working plan of each day.

Previous work in this field suggests different approaches on planning and control of tasks and resources. In relation to this paper, methods of production economics and service management were examined. The Production Planning and Control Model
(PPC-model) addresses the termination of problems and allocations of production ser-
vices and resources [4]. This approach minimizes processing time needed to plan more
tasks with limited resources (here: workers). To deal with the problem of combined
tours and personnel planning within short time windows, ZÄPFEL and BÖGL came up
with multi-period vehicle routing and crew scheduling with outsourcing options. The
strategy considers different vehicles with variable capacities and outsourcing options
for tours and external staff [5]. The Product Service System (PSS) capacity planning,
by KRUG, schedules the performance of PSS close to optimum. One part of this concept
is the prediction of future service dates and the warrant resources [6]. IRAWAN devel-
oped a strategy to optimize maintenance routing and scheduling for offshore wind
farms. They also proposed a solution method based on a Dantzig-Wolfe decomposition
of the problem, which strived to find the optimal route that minimizes maintenance
costs [7]. STÅLHANE evolved a method for the similar purpose of optimizing the routing
and scheduling of vessels to perform maintenance at offshore wind farms. On the other
hand, two alternative models of optimization were assessed: an arc-flow and a path-
flow [8].

None of the previously mentioned approaches meets all requirements for the dispo-
sitioning in offshore wind farms on an operational level. The research by IRAWAN and
STÅLHANE are most relevant to this paper. However, they do not take into consideration
the staff's qualification, organizational circumstances nor a prioritization of the tasks,
as an important part of the disposition on an operational level.

3 Disposition Strategies of Maintenance Tasks and Resources in Offshore Wind Farms

Based on the special requirements of offshore wind farms, a morphological analysis of the disposition of maintenance tasks in offshore wind farms is introduced. This analysis can be used to design the maintenance processes and disposition strategies for the offshore wind farm's maintenance organization.

**3.1 The Morphological Analysis**

The morphological analysis (or box) was the chosen technique to identify and evaluate the imposed requirements of offshore wind farms. As there are complex restrictions for the maintenance organization of offshore wind farms, it is hard to identify a solution which meets all requirements. The morphological box depicts all the requirements while helping to determine the best disposition strategy.

The morphological analysis was first introduced by ZWICKY, showing the totality of conceivable solutions for a problem. First, the problem is defined, analyzed, and generalized to partial aspects. These partial aspects are classified with independent parameters, which can apply to all possible solutions. After this, the parameters are specified with their characteristics. All parameters must be depicted in the morphological box, the dimensions of which equal the characteristics. All possible solutions have to be assessed and evaluated without prejudice before the final decision can be made [9].
The morphological analysis is suitable to describe complex structures by organizing the tokens of dispositioning. By doing so, the parameters must fulfill the following criteria: purpose significance, ability to ascertain, differentiability, integrity, ability to quantify, and independence from one another [10–12]. In the following, a morphological analysis for the dispositioning strategies in offshore wind farms is introduced.

## 3.2 Morphological Analysis of Wind Farm Specific Requirements

The morphological analysis was performed throughout interviews and surveys with experts in the field of dispositioning tasks for offshore wind farms. The results of these expert interviews were partitioned into 4 categories, which cover 26 parameters. These parameters can apply to a variety of feasible solutions, and each are specified with 2 to 7 characteristics.

These categories involve the “Sequence of dispositioning steps”, “Prioritizing and optimizing”, “Assignment team and means of transport” and “Weather”, all described in the following.

The category “Sequence of dispositioning steps” contains all of the steps needed to assign tasks to the respective qualified person or resource, assemble the teams, and assign the means of transport (Figure 2). The chronology of these steps can vary and therefore influences the outcome of the disposition strategy. The allotted number determines on which position, within the heuristic, the respective assignment step would be.

<table><caption>Fig. 2. Sequence of dispositioning steps</caption><thead><tr><th>Categories</th><th>Parameters</th><th colspan="3">Characteristics</th></tr></thead><tbody><tr><td rowspan="3">Sequence of dispositioning steps</td><td>Qualified person/resource</td><td>1</td><td>2</td><td>3</td></tr><tr><td>Means of transportation</td><td>1</td><td>2</td><td>3</td></tr><tr><td>Assembling the teams</td><td>1</td><td>2</td><td>3</td></tr></tbody></table>

The category “Prioritizing and optimizing” determines whether the tasks were pre-selected during preparation, whether the tasks were allocated manually, automatically, or semiautomatically, and whether the tasks are divided into subtasks ad recombined to task bunches (Figure 3). Furthermore, parameters for the prioritization of tasks found in the task repository and the optimization of criterion for the algorithm are incorporated in this category. Either the due dates, locations, first-in-first-out principal or their urgency, which can be related to opportunity costs by not operating wind turbines, can prioritize tasks. This prioritization influences the order of the tasks in the repository. To receive the optimal task disposition, the algorithm needs a criterion to optimize. The criteria meet targets, such as making full use of the ships’ or teams’ workload, utilizing
shorter routes, lowering costs, minimizing the preparation time, the shortest overall duration or maximizing the quantity of disposed tasks.

<table><caption>**Fig. 3.** Prioritizing maintenance tasks</caption><thead><tr><th>Categories</th><th>Parameters</th><th colspan="5">Characteristics</th></tr></thead><tbody><tr><td rowspan="5">Prioritizing and optimizing</td><td>Process of task allocation</td><td>Manual</td><td>Automatic</td><td colspan="2">Semiautomatic</td></tr><tr><td>Fission and recombination of task bunches</td><td colspan="3">Yes</td><td>No</td></tr><tr><td>Prioritizing the tasks</td><td>Urgency</td><td>Due date</td><td>Location</td><td colspan="2">First in first out</td></tr><tr><td rowspan="2">Optimizing algorithm</td><td>Minimizing set-up time</td><td>Vessel/team utilization</td><td>Shortest overall duration</td><td>...</td><td>Quantity of tasks</td></tr><tr><td colspan="5"></td></tr></tbody></table>

The category “Assignment teams and means of transport” determines all aspects that are needed for the team allocation. Figure 4 shows alternative options regarding the means of transport as a part of this category. This selection can be made manually, semi- or full-automatically, but there are also different options within the means of transport themselves. Either a helicopter or a ship can be used. Although the helicopter requires less time to reach the wind farm, it is more expensive than a ship transfer. However, this is only necessary for urgent repairs during weather conditions the ships cannot handle.

<table><caption>**Fig. 4.** Team assembling and means of transport</caption><thead><tr><th>Categories</th><th>Parameters</th><th colspan="5">Characteristics</th></tr></thead><tbody><tr><td rowspan="3">Assignment teams and means of transport</td><td>Team allocation</td><td>Manual</td><td>Automatic</td><td colspan="2">Semiautomatic</td></tr><tr><td rowspan="2">Means of transport</td><td colspan="3">Teams not restricted to one ship</td><td rowspan="2">Teams restricted to one ship</td><td rowspan="2">Helicopter</td></tr><tr><td>Shuttle between wind farm and service hub</td><td>No shuttle between wind farm and service hub</td></tr></tbody></table>

The last category, “Weather”, displays if certain weather characteristics are considered in the distribution (Figure 5). This covers the wind direction, wave height, restricted sight (due to fog or night time), and tide.
<table><caption>Fig. 5. Weather</caption><thead><tr><th>Categories</th><th>Parameters</th><th colspan="2">Characteristics</th></tr></thead><tbody><tr><td rowspan="4">Weather</td><td>Wind direction</td><td>Yes</td><td>No</td></tr><tr><td>Wave height</td><td>Yes</td><td>No</td></tr><tr><td>Restricted sight</td><td>Yes</td><td>No</td></tr><tr><td>Tide</td><td>Yes</td><td>No</td></tr></tbody></table>

## 3.3 Disposition Strategy Development

A disposition strategy is an approach to make fast disposition decisions with justifiable expenditure for the purpose of the striven for targets [13]. Based on the morphological analysis, described in the previous section, different disposition strategies for offshore wind farms can be designed. This can be achieved by choosing a specific path through the morphological box.

<figure><img src="image_3.png" /></figure>

<figure><img src="image_4.png" /><figcaption>Fig. 6. Means of transport</figcaption></figure>
The tasks are defined by several attributes, such as the assumed time the technicians need to accomplish the task, the due date to make sure that the guarantee does not expire, and the priority measured by urgency such as troubleshooting over regular maintenance and rectification of defects to inspections. A list of required qualifications confines the variety of teams and means of transport. In addition, lists with needed material and tools, as well as the location of the task, whether it is on a wind energy plant and the platform, are part of a task's characterization. Changes in characteristics of a parameter lead to different disposition strategies. The relevant characteristics depend on the operational procedures for maintenance of the considered wind farm.

Two examples: As there are only six food boxes available per wind turbine the maximum number of people on a turbine is set to six. These boxes contain supplies for workers in case recovery is not possible at that time. This needs to be considered when assigning tasks to the technician teams on the same wind turbine.

Additionally, altering the choice for means of transport has a significant effect on the disposition too, as displayed in Figure 6. Using a ship offers two different opportunities of usage. A so-called “taxi service”, which does not restrain the teams to the use of only one ship, allows the team to use any vessel in the wind farm on demand. Using a so-called “shuttle service” links the teams to a certain ship which has a predefined route through the wind farm. Figure 6 illustrates the alternation between a “shuttle service” to a “taxi service”. These modifications have a decisive effect on the disposition software, effects on the time the teams spend on one ship and how many ships are in use.

It becomes obvious that by altering the boundary conditions and characteristics, the disposition strategy changes.

# 4 Conclusion

Introduced was a morphological analysis, which enables a systemic approach to design the disposition strategy of offshore wind farms. This morphological analysis was acquired by interviews and surveys with experts in the field of dispositioning tasks for offshore wind farms and based on the special requirements of offshore wind farms regarding the maintenance organization, planning, and control. The results show 4 parameter categories, which cover 26 parameters. These parameters can apply to a variety of feasible solutions and are specified with each 2 to 7 characteristics. Based on the described morphological analysis, different disposition strategies for offshore wind farms can be designed. The consequences of choosing different characteristics were shown in examples. The work presented is the basis for designing a software-based dispositioning tool for usage in offshore wind farms. This software tool will help to increase the effectiveness of the disposition in offshore wind farms by maximizing the number of finished maintenance tasks per day and minimizing the time technicians stay on the wind turbine and the ships. The next steps include the validation of this software tool, in total, during live operation in a wind farm. Further research should be conducted in regards to digitalize and connect the whole data chain, from automatic generation of maintenance tasks to automatic control and disposition of maintenance resources.
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