DOI: 10.1177/1748006x261464228 ISSN: 1748-006X

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

Chunliu Zhou, Wei Yao, Yuanyun Wang, Jianhua Cao

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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