555343SProduct data management

5,0 credits

2012Professor Harri Haapasalo

Product data management Aim: The course familiarizes a student with the product

processes of an enterprise. The course also covers the methods and systems that are used to control information related to products, and to manage production as well as usage during the products entire lifecycle.

Contents: Product information management concepts, its history and challenges. PDM-processes: managing product models, managing specific products, managing nomenclature, managing documents and configurations as well as tracing information. PDM-system and its functions. PDM-project and implementation of the system. Product and control systems integration.

PDM course - Operationalisation Lectures;

30.1. klo 12.15 - 16.00, salissa TF211 LAST DATE FOR SIGN IN IS 30.1.2012 AT 23.59 in weboodiKick-off lecture prof. Harri Haapasalo;

Outline and Introduction to PDM 13.2. at 12.15 16.00 S114

Dr Matti Verkasalo; Director, Quality and Engineering, Polar Electro Oy Product Life-Cycle Management Launching a new product to Markets

20.2. at 12.15 16.00 S114Dr Matti Verkasalo; Director, Quality and Engineering, Polar Electro Oy

Product Maintenance, Product Change Management Product ramp-down management

27.2. at 12.15 16.00 S114Risto Silvola, Konecranes Oy

Information and data management Assignment (technical assistance in DIEM Kai Hnninen Doctoral student);

Group work Info 27.2. 15.15 16.00 Risto Silvola and Kai Hnninen Seminar - presenting results of assignments TBD

Requirements for passing the course (course document storage: Optima): exam: 14.3., 18.4. and 9.5.2012

Lecture notes Kropsu-Vehkapera, H., Haapasalo, H., Harkonen, J. and Silvola, R. (2009) 'Product data management practices in high

tech companies', Industrial Management & Data Systems, Vol. 109, No.6, pp. 758-774. Printed in Harris office TF320 Saaksvuori Antti & Immonen Anselmi.2008. Product lifecycle management / 8 ed. E-book trough

library-web; pages 1-65 and 91-176 assignment

Accepted groupwork

What is Product Data Management (PDM)?

PDM emerged in the late 1980s as the engineers in the manufacturing industries recognized a need to keep track of the growing volumes of design files generated by CAD (Computer aided design) systems

Product data management (PDM) integrates and manages all the information that defines a product, from design to manufacture and end-user support.

PDM can be seen as integration tool connecting many different areas, which ensures that the right information in the right form is available to the right person at the right time. (Liu & Xu 2001).

It improves product development process by promoting concurrent engineering & collaborative product development.

PDM is mainly a set of tools and methods aimed at efficiently managing product data

Product Data All data connected to product

Paper documents Digital files:

Document files: specifications, configurations, purchase orders, CAD drawings, models, assemblies, parts lists, CAE analysis, NC programs and plans

Information stored in databases The operations of organizations are divided into a number of functions,

which produce one kind of data. Departments and purposes of data usage (Peltonen 2000): Product development is the primary source of new product data, such as

specifications, drawings, part lists, test reports and product cost estimation.

Marketing prepares marketing material. Sales use data for making tenders and customer orders, may also need

information about inventory levels and production schedules. Production planning makes production plans and sourcing attaches

production instructions into production plans. Manufacturing uses data in production (production planning data). Invoicing keeps record of sold products, actual prices and customers. After-sales services maintain product data until the end of product life

cycle.

Aspects to product data (Saaksvuori & Immonen 2008)

Data element Description

Product definition

Data describes the product. Includes exact technical data as well as abstract and conceptual information about the product and related information.

Medias and the contents of the data are various.

Product lifecycle

Data is connected to the product and its stage in order-delivery process.

Information is connected to technological research, design and other operations like manufacture, maintenance and destruction of the product.

Metadata

Information about the information.Describes what kind of product data information is,

where is located, who records it, and what are the accession rules.

Product Data Management Valente 2001:

Product data management (PDM) comprises the concepts and techniques that help in the management of both product data and the product development process.

ISO 13584-10 Parts Library: A representation of facts, concepts, or instructions about one or more

products in a formal manner suitable for communication, interpretation, or processing by human beings or by automatic means.

Crnkovic, Asklund, Persson Dahlqvist (2003): PDM is the discipline of controlling the evolution of a product and

providing other procedures and tools with the accurate product information at the right time in the right format during the entire Product Life Cycle

PDT (Product Data Technology) -advisory group: Product Data Technology includes all aspects of the definition and

methods of processing information pertinent to product throughout its development and operational lifecycle.

PDM is able to control all the basic data about how to design, maintain, and dispose of a product.

It can organize and use information so that it is able to accelerate time to market due to reduced lead-times. (Sulaiman 2000)

product data means wide amount of data associated with a product and they can be divided into definition data of the product, life cycle data of the product, and Metadata (metadata is information about data).

Product Data Management covers all those actions and systems, which enable that product data is organized and managed so that data is protected from unauthorized use, destruction, and disappearance.

PDM also provides that all data is easy to get in use and data is not inconsistent and data is up-to-date.

It needs to be remembered that data can be in different formats and it has to be possible to take advantage of that particular data also in other functions in addition to the function where data was produced. (Halttunen & Hokkanen 1995)

Stakeholders view on product data

Product

Sales

Manufacturing

ServiceProduct

Sales item

Deliverable item

Source items/components

A B

A) Example on product lifecycle views filtered from general product

B) Product composing diverse item views

What Is Your Total Product? SupplementaryProduct Customer Service Service Quality Service Guarantees

Core Product= Primary Benefit

What needs to be defined???

Risks of Relying on Words Alone to Describe Services

Oversimplification

Incompleteness

Subjectivity

Biased Interpretation

Sources: Booz-Allen & Hamilton, 1982; Bowers, 1985; Cooper, 1993; Khurana & Rosenthal 1997.

What is Product Lifecycle Management (PLM)?

PLM as a knowledge management solution for product lifecycles within the extended enterprise

PLM is a strategic business approach that applies a consistent set of business solutions in support of the collaborative creation, management, dissemination, and use of product definition information across the extended enterprise from concept to end of life integrating people, processes, and information.

PDM motivation: Data integration by system integration

Product Data Management (PDM) System

PDM systems are responsible for controlling and managing

product-related data associated work-flow processes.

Tool for controlling product data a tool that helps engineers to manage both

processes: data and product development process. (Philpotts 1996)

System keeps track of a product data from the beginning of design to maintaining. PDM system is also known as;

engineering data management (EDM), document management, product information management (PIM), technical data management (TDM), technical information management (TIM)

With Internet technologies, the system has been extended to include partners, suppliers and contractors.

Extended systems are known as CPC (collaborative product commerce) or

cPDM (collaborative product definition management). (Kumar & Midha 2001)

Basic capabilities what PDM system provides are (Peltonen 2000)

Secure storage of documents and other objects in a database with controlled access. Frustrating from not being able to find documents and not being sure of right version is biggest reason to consider PDM system.

Mechanism for associating objects with attributes. Attributes can be used for finding objects.

Management of the temporal evolution of an object through sequential revisions. Design and development environment makes challenges to modifying design management, life cycle state helps to know evolution phase of product.

Management of alternative variants of an object. For example users guide can be available in different languages.

Management of the inspection and release procedures associated with the objects. Checking and approving can be used in general procedures.

PDM system functions Vault Management

a storage place for filesthe actual data or file attachments are recorded

Document Managementthe use of metadata, means to provide the user with more than the basic identification of the document

Change ManagementChanges of product data In product development, not only the most recent object data is used, but also the previous one.Therefore, several versions of the same object must be kept properly.

Configuration Managementthe activity of documenting initial product specifications, and controlling and documenting changes to these specifications

Workflow/Process ManagementFor handling product data Provides business with vital information.

Product Structure ManagementProducts are built from a hierarchy of parts and assemblies defined as the product structure. The product structure contains technical specifications and documents, software, and test and analysis results.

Retrieval/Access Management

Benefits of the PDM (Sackett & Bryan 1998)

Benefits of implementing PDMUpdated product data can be accessible to everybody

shown below irrespective of location and function.

Configuration Management

Configuration Management "CM is a process applied over the life cycle of any product that

provides visibility and control of a products functional, performance and physical attributes. (Daley et al. )

CM is the process of managing the full spectrum of an organizations products, facilities and processes by managing all requirements, including changes, and assuring that the results conform to those requirements. Guess (1998)

The best CM process is one that can best:(1) accommodate change, (2) optimize the reuse of standards and best practices, (3) assure that all requirements remain clear, concise and valid, (4) communicate (1), (2) and (3) to each user promptly and precisely and(5) assure conformance in each case.

Configuration management (CM) is designed to ensure that organization and people in it have right information. It controls outcomes and changes. (Daley et al. 2005)

The principle of Configuration Management

SHIPPING MANUFACTURINGPURCHASINGSALES PLANNINGPROJECT PRODUCT CONCEPT

CUSTOMER FEATURES

xChange

Hardware

Software

Documentation

The product

As planned As built As shipped As maintainedAs ordered

DEVELOP in Product Creation Process

SELL/DELIVERin Delivery Process

CAREin Delivery Process

CONFIGURATIONS AND THEIR MANAGEMENT IN SW

Each software project generates a large number of different artifacts - documents, plans, code modules, models, test cases, client documents, manuals.

There are dependencies between all of these artifacts. For example, a code module may depend on a design element such as a class diagram or state chart and a design element may depend on combinations of requirements.

The sum total of all these artifacts, their current state and the dependencies between them is called the CONFIGURATION.

Make a change to an artifact and you may effect all of its dependencies.

The point is that it is necessary to control and track changes that is to manage changes - to artifacts during development to avoid the risk of inconsistencies between the artifacts.

Software systems are subject to continual change requests: From users; From developers; From market forces.

Change management is concerned with keeping track of these changes and ensuring that they are implemented in the most cost-effective way.

Change management

Traceability

TRACKING vs TRACING TRACING is the capability to identify the origin,

movements and relevant associated information of a particular unit and/or batch of product located within the supply chain by reference to records held upstream . . .

TRACKING is the capability to follow a path of a specified unit and/or batch of product through the supply chain as it moves between organizations towards the final point-of-process, point-of-sale or point-of-service . . .

ISO Definition defines TRACEABILITY as the ability to trace the history, application or location of an entity by means of recorded identifications

The Fresh Produce Traceability Guidelines defines TRACEABILITY as a verifiable method of identification of fields, growers, locations and produce in all packaging and transport/storage configurations at all stages of the supply chain

Regulation (EC) No 178/2002 defines TRACEABILITY as the ability to trace and follow a food, feed, food-producing animal or substance intended to be or expected to be incorporated into a food or feed in all stages of production, processing or distribution

PRODUCT DATA OWNERSHIP NETWORK - Typical data governance organization roles

(Cohen 2006).

Product data ownership layers

PDON Examples of different definition areas and their content