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Preventive maintenance (PM) planning: a review

Ernnie Illyani Basri (Department of Aerospace, University Putra Malaysia, Serdang, Malaysia)
Izatul Hamimi Abdul Razak (Mechanical and Manufacturing Section, University of Kuala Lumpur – Malaysia France Institute, Bandar Baru Bangi, Malaysia)
Hasnida Ab-Samat (School of Mechanical Engineering, Universiti Sains Malaysia, Seberang Perai Selatan, Malaysia)
Shahrul Kamaruddin (Department of Mechanical Engineering, University Technology Petronas, Bandar Seri Iskandar, Malaysia)

Journal of Quality in Maintenance Engineering

ISSN: 1355-2511

Article publication date: 8 May 2017




The purpose of this paper is to provide comprehensive information on preventive maintenance (PM) planning and methods used in the industry in order to achieve an effective maintenance system.


The literature review is organized in a way that provides the general overview of the researches done in the PM. This paper discusses the literatures that had been reviewed on four main topics, which are the holistic view of maintenance policies, PM planning, PM planning concept and PM planning-based in developing optimal planning in executing PM actions.


PM policy is one of the original proactive techniques that has been used since the start of researches on maintenance system. Review of the methods presented in this paper shows that most researches analyse effectiveness using artificial intelligence, simulation, mathematical formulation, matrix formation, critical analysis and multi-criteria method. While in practice, PM activities were either planned based on cost, time or failure. Research trends on planning and methods for PM show that the variation of approaches used over the year from early 1990s until today.

Practical implications

Research about PM is known to be extensively conducted and majority of companies applied the policy in their production line. However, most analysis and method suggested in published literatures were done based on mathematical computation rather than focussing on solution to real problems in the industry. This normally would lead to the problems in understanding by the practitioner. Therefore, this paper presented researches on PM planning and suggested on the methods that are practical, simple and effective for application in the real industry.


The originality of this paper comes from its detail analysis of PM planning in term of its research focus and also direction for application. Extensive reviews on the methods adopted in relation to PM planning based on the planning-based such as cost-based, time-based and failure-based were also provided.



Basri, E.I., Abdul Razak, I.H., Ab-Samat, H. and Kamaruddin, S. (2017), "Preventive maintenance (PM) planning: a review", Journal of Quality in Maintenance Engineering, Vol. 23 No. 2, pp. 114-143.



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Copyright © 2017, Emerald Publishing Limited

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