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Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 1
SISTEMI ZA BRZI RAZVOJ PROIZVODA
SIMULTANO PROJEKTOVANJE-izvodi sa predavanja-
Treće predavanje
Prof. Dr. Dragan Domazet
KATEDRA ZA PROIZVODNO MAŠINSTVO
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 2
Concurrent Engineering Technology
1 Product & Process Models
2. Model Data Exchange and Sharing
3. Virtual Teaming
4. Workflow Management
5. Product Data Management Systems • Functionality of PDMSystems
• The Architecture ofPDM Systems
• Implementation ofPDM Systems
• Future Directions
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 3
Product Data Management Systems
Functionality of PDM Systems
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 4
Problem Addressed
– there are a lot of data & documents– used by many people in different
functions– used by many computer programs
and on different computers– has several different definitions
(representation models) – exists in many different versions– has multiple relationships and
meanings,– may need to be maintained for many
years
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 5
The Engineering Environment Without PDM
• Data is lost and not secure• Data cannot be found. Time is
wasted searching for data• Data does not correspond to
the product• Unnecessary copies of data
are maintained, data is not shared.
• Copies of data conflict. Data ownership is not clear.
• Islands of automation abound.
• Inter-functional communication of data is slow
• Transfer of data on paper is slow
• Review and approval
• Engineering change management is too slow
• Engineering changes are not controlled or coordinated
• Versions are not properly managed
• Configuration information does not correspond to reality
• Technical manuals are out of date
• Tractability cannot be maintained
• Leads times are unnecessary long
• Project managers lack up-to-date status
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 6
Solution: Product Data Management
• PDM encompasses the integration and management of:– processes, – applications, and – information (documents, files, databases)
that define products across distributed systems and various media in a company
ProcessesApplications
Data
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 7
Objectives of PDM (EDM/EWM)
• Objectives:– to improve product quality– to reduce lead times
• Approaches:– to increase the productivity of individual engineering
activities– to improve the coordination between activities through
concurrent engineering• Factors that make both data and workflow more
difficult to control:– High volumes of data easily produced with computers– Increased customization of products– Increased role of suppliers in engineering process– Pressure to improve engineering productivity
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 8
PDM Definition
• PDM is a tool that helps the enterprise, engineers, and others to manage both data and the product development process.– Keep track of mass of data and information required to:
• design,• manufacture or build, and • support and maintain products.
• PDM is a software-based technology that is used to manage all– Product-Related Information and – Product-Related Processes
Data Processes
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 9
Data & Process Integration
• CAD/CAM/CAE files• bill of Material (BOM)• configurations• business Documents• sales Order• spreadsheets• cost and vendors status• etc
• procedures• rules and routines relative
to approvals• authorizations• security• business standards and
practices• workflow• organizational relationship
and etc
Data Processes
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 10
Why To Use PDM?
• Control of engineering data• Quality of engineering data• Reuse of engineering• Security of engineering data• Availability of engineering data• Control of engineering workflow• Support of new engineering
strategies
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 11
Issues Resolved with PDM Systems
• Diversity and volume of data• Multi-user, multi-organization environments• Multi-application, file-based environment• Multiple data definitions• Multiple representation of data• Multiple versions of data• Multiple relationships• Meaning of data• Life cycle data• A complex but logical environment
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 12
Functionality of PDM Systems• Encompass all data associated with products• Support of all the processes in the cycle• Linking people, processes, and products• Define the responsibilities and data access of
each person in an organization• Link groups and individuals to the appropriate
process steps that make up the overall life cycle of a product
ProcessesProcesses
Product DataToolPeople
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 13
Benefits
• Shorter product development lead times• Increase productivity• Significant time-to-market compression• More and new product are introduced• Cost saving
– optimized the re-use of parts– reduce engineering changes– reduce paper and administration tasks– high-speed electronics data sharing
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 14
PDM Functions
Electronic Data Vault Meta Database
Administration
Product Structure Management
Configuration Management
Workflow Management
Classification & Retrieval
Project Management
Communication & Notification
Data Transport & Translation
Viewing & Markup
IntegratedApplications
Use
r Int
erfa
ce
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 15
Electronic Data Vault
• Electronic data vault functions:– store and manage copies of application files– security/data access control– Keeping a single master copy of the data
• all changes to it can be monitored, controlled, and recorded,
• ensuring the integrity of the data at the time it is required• Make right data available automatically• Duplicate copies are distributed
PartCAD File Process
PlanNC
ProgramsProduct
Documents
Other Data(BOM etc.)
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 16
Electronic Data Vault
• Electronic data vault functions:– store and manage copies of application files– security/data access control
• Two approaches:– linked approach:
• files are are managed without first moving them in a centralized location - only meta data are centrally located
– managed approach:• files are kept in a centralized location and copied to
locations where needed
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 17
Managed Data
Data ItemsData Itemsreferences
PartCAD File
ProcessPlan
NCPrograms
ProductDocuments
Other Data(BOM etc.)
records
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 18
Folder
Dat
a Fi
les
Data Repository
Meta Database
• Similar to a card catalogue in a library– stores information where the files (documents,
CAD/CAM files) are physically stored– metadata = data about other data– stores also attributes about files
Folder
Dat
a Fi
les
Data RepositoryFile attributes:• file name• version• creation date• location• owner ..
PDM Server
Meta Database
pointer
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 19
Meta Database
PDM Server
Check-in Operation
Folder
Dat
a Fi
les
Data Repository
Transfer ofData File
PID
Check-in Request (PID)
• Access &changecontrol
• Versionmanagement
Version graphs
put reference
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 20
Meta Database
PDM Server
Folder
Dat
a Fi
les
Data Repository
Check-out Operation
PID
Check-out Request (PID)
Transfer ofData Item Copy
• Lock dataaccess
Check-out
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 21
Workflow Management Functions
• Notify users of work to be done• Change ownership of an object• Examples: design change process
DesignerDesigner
DesignDesignManagerManager
DrawingDrawing
11
ProcessProcessPlannerPlanner
ReleasedReleasedDrawingDrawing
22
33
PurchasingPurchasing
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 22
Workflow Management
• Controls and coordinates the engineering process
• Manages the engineering change process and provides version management
• Assigns tasks to individuals, informs them of the resources to be used and the procedures to be followed, initiates the associated actions
• Distributes data and documents to the individuals as needed
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 23
Workflow Management
• Addresses:– the impact of tasks on data,– the flow of data between people, and– tracking of all events that happen
• creation, update, deletion, distribution, release
Activity-1 Activity-2 Activity-3
Tool-1 Tool-2 Tool-3
DB-1 DB-2 DB-3
Workflow Management System
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 24
Workflow
• Workflow definition:– the automation of a business process, in whole or part,
during which documents, information or tasks are passed from one participant to another for action, according to a set of procedural rules
Activity 1 Activity 2 Activity 3info infodoc doc
start
doc doc
endBusiness Process
Work Flow Management System ProcessDefinition
Application Application Data
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 25
Terminology
Business ProcessBusiness Process
Process DefintionProcess Defintion
ActivitiesActivities
ManualActivitiesManual
ActivitiesAutomatedActivities
AutomatedActivities
Workflow ManagementSystems
Workflow ManagementSystems
Process InstancesProcess Instances
Activity InstancesActivity Instances
WorkItems
WorkItems
InvokedApplications
InvokedApplications
is managed by
is defined in a
composed of
which may be
or
used to create & managevia
include on or more
which include
andor
tasks, docs,info tools, applications
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 26
Process & Worklist Structures
A
B
CD
A
B
CD
A
B
CD
A
B
C E
D
A
B
C E
D
Work List 1Work Item 1Work Item 2Work Item 3
Work List 2Work Item 21Work Item 22Work Item 23
Process Definitions Process Instances Worklists
A
B
A1
A2
B1
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 27
Workflow Interoperability Scenarios
Process A Process BChainedServicesModel
Process A Process BNested
(Hierarchical)Sub-processes
Model
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 28
Workflow Interoperability Scenarios
Process A Process B
SynchronizationPoints
A1
A2
B1 A3
B2
Conected Indiscreet (Peer-to-Peer) Model
ParallelSynchronized
Model
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 29
Classifications of Workflows
• Production Workflows (e.g., PDM)– involve repetitive and predictable business processes– access to multiple information systems– ordering and coordination of tasks are automated– retrieve data for making decisions– control task execution with litele or no human
intervention
ComplexTask
SimpleTask
Low HighTask structure
Administrative
Ad Hoc
Production
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 30
Classifications of Workflows
• Production Workflows– highly structured– process centric– client/server architecture
• Collaborative and Administrative Workflow (Groupware)– groupware with workflow features– project centric– for small-to-moderate size group interacting on shared
database• E-Mail Workflows
– a structured process that involves a small number of steps, but initiated on a random basis
– ad hoc workflow
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 31
Classifications of Workflows
CSCW
Commercial WFMS Commercial TransactionProcessing Systems
(DDBMS, TP monitors)
Transactional Workflows
• human must ensurethe consistency of results
• have no real knowledgeof the semantic of the informationbeing processed
• access HAD info systems• little or no human intervention• concurrency control and
recovery• have more knowledge of
information semantic
• may involve human• require access to HAD systems• support selective of transactional properties
Human-Oriented
System-Oriented
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 32
Product Structure Management
• Build product structures by:– describing the relationships
of parts and – linking them together based
on relationship rules• These links connect:
– components to their use in multiple products,
– people to the products they design, approve, and release
– products to the processes used to create, release, and manufacture them
Product
Components
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 33
Product Structure & BOM Views
• Relationship between assemblies and the parts and associated data
• Allows:– a complete bill of material (documents & parts)– associating attributes with both parts and part-to-part
relationships– attributes to part or to specific revisions or to a specific
use of a part– “as-designed”, “as-build”, etc. views
Product Data“as-designed” BOM
“as-build” BOM
Designer
ManufacturingEngineer
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 34
Configuration Management
• Specifies a product structure with specific versions of its components.– Configuration rules
• Revision/version control• Effectivity management• “where-used” searches• Multiple bill of material views• Support alternate parts
A
B
C
B.1 or B.2
C.1 or C.2
DE
Alternateparts
Versions
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 35
Configuration Design
ConfigurationDesign
Elements
Relationships
Configuration
Requirements Constraints
Resource Mechanism
• Design activity of determining a set of elements and their relationships to create an arrangement that satisfies all the requirements and constraints
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 36
Classification & Retrieval Service
• Quick retrieval: Classification needed• Provide for information of similar types
to be grouped together in categories• Each part can be given its own set of
attributes• Classifications may have additional
attribute types (same for every part in the group)
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 37
Why Classification?
Supplier nameCostOrder lead time
Attributes for Purchased parts Attributes of Document class
Vendor specificationDrawingSolid model
• Attributes allow easy part/document retrieval– can be automatically extracted from CAD models
• External component libraries, standard parts, design retrieval:– enable greater reuse of existing design
information and increased product standardization
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 38
Project Management
• Most PDM systems provide only minimal project management functionality– such as workflow activity status information– trigger communication with late tasks
• Resource scheduling and task breakdown– critical path analysis
• Integration with project management packages
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 39
Communication and Notification
• PDM communication services:– sending and receiving data among different
integrated applications (internal & external)– virtual project folders– on certain events, rout information to other
users for review, approval, and comments• Notification of users (messaging):
– notify users when they have a task to perform– or when a change is proposed or implemented– may use interfaces to standard E-mail systems
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 40
Data Transport Service
• End users do not need to know where the information physically resides
• Data Transport utilities provide:– security, file backup and recovery, and file
archiving and restoration• Isolate the user from network and
operating system commands:– moving or copying files (triggered by an event
or on user request)– routing files to the appropriate data translators
when necessary
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 41
Data Translation Service
• Translation functionality:– data generated by dissimilar
applications will be converted for use by additional applications
– usually a viewing tool is also integrated• Information may be partially lost
Application AApplication A Application BApplication BDataTranslator
DataTranslator
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 42
Viewing and Markup Services
• Users can view, mark up, and convert raster images.
• Capabilities:– multiple standard file viewing support
• STEP, IGES, DXF, HPGL, TIFE– native CAD file viewing– annotation or markup of drawings/documents– integration with third-party viewing software
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 43
Administration
• Administration functions:– adding users– defining users security level– assigning users to groups– adding data about users– additional utilities:
• network maintenance• applications security administration• backup, recovery, and archive.
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 44
Hardware Elements
• Heterogeneous, client/server or network environments
• Server capacity: a single one is not usually enough– must store references (not files) to data that
are stored somewhere else in the LAN– it affects security requirements, performance,
system administration• Communication bandwidth: may be
critical
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 45
Product Data Management Systems
The Architectureof Product Data Management Systems
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 46
PDM System Architecture
SystemAdministration
Manager
Product & FWStructureDefinition
WorkflowControlModule
ConfigurationManagement
Module
Interface ModuleUser
InterfaceInterfaced Applications
Infrastructure
Files
Database
Documents
Database
Information Warehouse ManagerInformation Warehouse Manager
Information Warehouse(Meta Database)
Information Warehouse
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 47
Basic Components of a PDM System• Information Warehouse (Repository, Library):
– store a large volume of information on different medium– need not be physically centralized, but provides centralized control
over distributed data with different representation (data) models– information is is various state (in-process, in-review, released)
• Information Warehouse Manager:– controls and manages the information in the Information Warehouse– is responsible for data access, storage and recall, information
security and integrity, concurrent use of data, and archival andrecovery
– works in a multi-vendor distributed computing environment– provides check-in/check-out facilities of files– supports:
• private databases (single-user), • group- and project databases (multi-user linked to project lifetime), and• product databases (multi-user, existing released products)
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 48
Basic Components of a PDM System• Infrastructure:
– basic computer and communication hardware and software– local- and wide area networks (LAN/WAN) for both short
transfers (messages) and long transfers (files)– workstations, PCs, data servers, routers, gateways, printers,
scanners• System Administration Manager:
– to set up and maintain the configuration of the system, – to define users, groups, projects, workspaces– to assign and modify access rights
• Interface Module:– supports user queries, menu-driven and form-driven input,
and report generation– provides interfaces for programs such as CAD, document
scanning, electronic publishing, and MRP2
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 49
Basic Components of a PDM System
• Product Structure and Workflow Structure Definition Module:– defines the structure of the information and processes to be managed
by the PDM system– the workflow is defined as a set of tasks characterized by resources,
events, associated information, responsibilities, decision criteria, procedures to be used, and standards to be applied
– the workflow may describe the entire product life cycle, or a individual process, with different level of details (may be split in projects)
– the product structure defines all the information describing a product– events mark the end of one activity and beginning of another activity– events must be identified and included in the workflow definition
together with the appropriate notification messages– formal description of the workflow is usually realized worth object-
oriented methodology.
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 50
Basic Components of a PDM System
• Workflow Control Module:– controls and coordinates the engineering process– manages the engineering change process and provides version
management– it controls the progress of projects in an event-driven mode– it maintains status information on ongoing projects– assigns tasks to individuals, informs them of the resources to be
used and the procedures to be followed, initiates the associatedactions
– it distributes data and documents to the individuals as needed– when the task is finished it can request a review of the solution and
initiate the next task– monitors the occurrence of events and sends the appropriate
messages– transmits the engineering change requests and change orders– distribute and handle notifications (downstream-upstream info)
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 51
Basic Components of a PDM System• Configuration Management Module:
– used to describe and maintain the exact structure of all products in the system throughout their life
– relates components, subassemblies, and assemblies– supports multiple assembly levels, multiple hierarchies, and multiple
membership.– maintains the complete history of the product through design,
manufacture, and delivery and the status of all information– maintains the configuration of a given end product by managing all the
information needed to produce the part (configuration items)– configuration items include all the technical documentation necessary to
specify, build, test, install, operate, and maintain the product (bill of material data, specifications, CAD models, drawings, list, programs, analysis results, reports, part lists, process plans, NC programs and manuals)
– supports multiple versions and alternatives of data– offers the possibility to navigate product structure and traversing the
workflow
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 52
Application Program Interfaces
• PDM and applications need to have application program interfaces (APIs)– set of operations that can be called from an external
program to perform a function of an application
EnterprisePDM
PDMInterface
check-in event
check-in requestfile_check-inupdate correspondingenterprise item
CADCADFiles
EnterpriseMetaData
CAD API:file_check-in…..
PDM API:check-in_confirmed...
check-in_confirmed
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 53
User Interface
• Refers to the overall look and feel of the PDM application
• This encompasses:– menus, toolbars, dialogue-boxes,…– on-line user guides, context sensitive help– browsers
• Different for different type of PDM users• Current trend: Web-enabled GUI
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 54
Types of PDM Systems
• Engineering Document Management Systems:– primarily address alphanumeric data forms/documents,
but can also incorporate drawings as well– scan and capture existing documents– control document access– create new documents– store and retrieve documents– archive, display, manage and modify documents– manage documents pages– distribute documents– print and plot documents– manage the workflow– provide system support– generate reports– provide external interfaces
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 55
Types of PDM Systems
• Engineering drawing management systems:– convert existing drawings to electronic form– store and retrieve drawings– set up index/catalog facility– define attributes– provide secure environment for drawings– manage, archive, enhance and display drawings– edit, mark up (redlining), and modify drawings– distribute, print and plot drawings– convert raster data to CAD format– manage the workflow– generate reports– provide system management– provide external interfaces
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 56
Types of PDM Systems• Engineering Data Management Systems:
– primarily address digital engineering data (CAD files)– store and retrieve data (“electronic vault”)– provide index/catalog facility– control data access– define attributes– define relationships– distribute data– manage data– maintain audit trail– manage configurations (“as-planned”, “as-built”,
“where-used” lists)– manage the workflow– provide system management (backup, recovery…)– generate reports– provide external interfaces
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 57
Benefits of Implementing PDM
• Reduce the time to introduce new products (at least 20%),• Reduce the cost of developing new products (at least 10%),• Reduce the cost of new products, • Reduce engineering change handling time (at least 30%),• Reduce the number of engineering changes (at least 40%)• Improve the quality of products and services• Improve the flow, quality, and use of engineering information
through the company• Provide improved management of the engineering process
through better control of engineering data, engineering activities, engineering changes, and product configurations
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 58
Enabler of Concurrent Engineering
• PDM provide team members access to all data, to the latest versions, at all times– inconsistent designs can be avoided – fewer design problems, less reworks, fewer ECOs
(engineering change orders)– more designs done right the first time.
• PDM/Workflow service:– supports concurrent task management– reduced time-to-market by making data instantly
available, reducing ECOs
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 59
Improved Design Productivity
• Increase of productivity of engineers:– correct tools to access data efficiently– reduced time for handling the information (by up to 80%)
• Improved use of standard parts• Better information exchange with partners and
suppliers• Identification, reuse, and modification of existing
(similar) designs• Easy access to reference & project documents
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 60
Better Management of Engineering Change
• PDM manages multiple revisions and versions of any design– reduction in the number of changes and
time needed to respond to a request for change
• Subcontractors can be tied into the PDM system:– can have access to the latest product
changes and specifications
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 61
Product Data Management Systems
Implementation of PDM Systems
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 62
Determining Needs for PDM
• A thorough understanding of the business process and addressed issues
• Need for a clear definition how a PDM system is to be applied and what business issues it will address– it can help vendors to propose a
tailored solution• Detail requirements will help
evaluation of vendors
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 63
Planning to Use PDM Systems
• PHASE 1:– Project start-up– Understanding PDM– Description of the current
situation• functions & info flows• creators & users of information• organization of engineering• product & project life cycles• eng. info management &
process• current methods of creating,
com-unicating and storing eng. info
• information models– Competitor’s use of PDM– User requirements– Business objectives and PDM– Understanding PDM solutions
– The IT competence of the company
– Sizing and grouping– The features required– Scenarios for PDM– Prototyping and
benchmarking– Developing the PDM strategy– Business benefits of PDM– Organizational issues– Architectures– The overall implementation
plan• Phase 2:
– Detailed design and implementation
• Phase 3:– Use of PDM
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 64
PDM Requirements (1)
• Scope of the implementation– enterprise vs. workgroup– single department or integrated through
several departments• Makeup, size and geographical
distribution of the intended end users– number of users (initially, and long-term)– technical expertise of user base, usage
requirements– physical location of PDM users
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 65
PDM Requirements (2)
• PDM functions needed and how they will be applied:– Which users need which functions?– Relative priority of functions– Is PDM part of a BPR effort?
• User interface expectations• System architecture and operating
environment preferences or requirements– network, existing HW, OS for PDM
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 66
PDM Requirements (3)
• Interfaces to legacy systems– MRP, corporate databases updates from
PDM?• Integration to other related applications
(CAD, CAM)– How tight integration is needed?
• Administrative tools and utilities needed• Types and volumes of data to be managed• Types and volumes of data to be migrated
– What type of data conversions are necessary?
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 67
PDM Requirements (4)
• Amount of expertise/consulting expected from vendors
• Company and industry standards that must be met
Most PDM products are good. But, to choosethe right PDM configuration and customizationfor each business environment and PDMobjectives, is the challenge.
Most PDM products are good. But, to choosethe right PDM configuration and customizationfor each business environment and PDMobjectives, is the challenge.
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 68
Phase 2: Implementation of PDM Systems
• PHASE 2: Detailed Design and Implementation– The detailed implementation plan
• should identify short term activities– Detailed architectures– Logical database design
• for each file, the most important identifiers have to be identified– Reorganization of engineering workflow
• examination and improvement of the workflow, • definition of the individual tasks, events, and control levels
– Organizational issues• PDM policies and working procedures, training, support team
formation– Technology issues
• in-house tailoring and development of SW, systems interfaces• system administration and management procedures
– Bringing PDM on line
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 69
Logical Database Design
• Some typical data identifiers:– name– type– format– family– descriptor– location– status– release level– owner– version– creator– reviewer– date– access rights– source
– structure– dependencies– classification– usage– options
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 70
Logical Database Design
• Some drawing identifiers:– Part number– Drawing number– Drawing type– Drawing title– Page number– Revision level– Drawing scale– Drawing format– Drawing size– Drawing owner– Date created– Date modified– Date reviewed– Date released– Release procedure– Reviewer
– Releaser– Contact name– Standards– Procedures
• Some part identifiers:– Part number– Part description– Drawing number– Units of measure– Revision level/status– Dependencies– Creating system– Part superseding– Part superseded– Make/buy source– Cost– Lead time
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 71
Phase 3: Use of PDM Systems
• PHASE 3: Use of PDM– Detailed installation plans– Development and purchase of hardware and software– Integration of the solution– Training of managers, users, and support staff– Development of procedures and standards– Test and acceptance of the solution– Initial use of the system– User and manager feedback– System use monitored, compared to expectations– Necessary modifications made– Maintenance and update– Communication of success– Progress review– Report to management
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 72
Hints for Successful PDM Implementation
• Gain and maintain top management commitment• Involve and support all functions that use engineering data• Find and encourage champions and change-makers• Identify and disarm opponents• Understand business goals. Plan for business benefits.• Keep the business benefits of PDM in mind• Plan top-down, implement bottom-up.
– the business benefits -> workflow -> entities attributes• Keep the project plan and timetable visible• Understand and do not ignore the organizational issues
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 73
Hints for Successful PDM Implementation
• Develop and communicate an understandable PDM vision.• Develop and communicate an understandable PDM
architecture• Implement incrementally. Initiate pilot studies where
possible. • Make sure there will be some early success• Aim for evolutionary product data definitions• Remove or reorganize wasteful parts of the process• Automate activities along the product life cycle• Limit the number of databases. Link activities to
databases.• Use standards where possible.• Minimize internal IT development effort.
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 74
Recommendations
• Plan long-term, but start small– set a reasonable, short-term goal for the
initial implementation– the project scope can expand in other
areas of organizations later– allow for cultural changes to take place
gradually• Understand and document the
current process– improve it before automating it
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 75
Product Data Management Systems
Future Directions
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 76
Trends in PDM Systems Development
• Integration and interoperability between heterogeneous PDM systems
• Fine-grain data management• PDM and Collaborative Product
Commerce (CPC)
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 77
PDM Integration
Manufacturer
PDM System A
Supplier X
PDM System B
Supplier Y
CAD System
• Documents• Data• Notifications• Interaction
messages
Specific Problems:• Frequent requirement changes• New systems to integrate• Short implementation time frames
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 78
OMG PDM Enablers
Manufacturer
PDM System A
PDM Enabler
Supplier X
PDM System B
PDM Enabler
• Sharing of services from different PDM systems• Exchange of information and processes
(Moving PDM data from one PDM system to another)
Request for Engineering ActionEng. Change Order or Eng. Change
Release to ManufacturingDocument Management
Product Structure DefinitionEffectivity of Products
Configuration ManagementTest, Maintenance & Diagnostic
Gluing Software
Many different requirements, changing frequently
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 79
Why Fine Grain Data?
100%
0%
Fine-grain information
Complete Information
Activity 2
Activity 1
InformationCompleteness Cycle-time saving
InformationCompleteness
100%
0%∆T
Implement Concurrent Engineering
Activity 2PREREQUISIT FOR
CONCURRENT ENGINEERING
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 80
Why Fine Grain Data?
0%
Complete Information
Activity 2
Activity 1
Cycle-time saving
InformationCompleteness
100%
0%∆T
Implement Concurrent Engineering
Activity 2PREREQUISIT FOR
CONCURRENT ENGINEERING
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 81
Trends in Industry
SCM ERP CRM
Front EndBack End
CPC
CPC= Collaborative Product Commerce
CPC
PDMVisualizationSourcing
LifecycleSupportCAD/CAM
ProcessModeling
MfgPlanning
ProductPlanning
CPC Product CollaborationEntry Points
Aberdeen Group
CPC: a class of SW and services that uses Internet technologiesto permit individuals…to collaboratively develop, build, and manageproducts throughout their entire life cycle.SCM = Supply Change ManagementCRM = Customer Relation ManagementERP = Enterprise Resource Management
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 82
Collaborative Product Commerce
• Operates as a command center:– by sharing product information with existing ERP, SCM,
CRM and e-commerce systems• CPC encompasses of existing sub-markets:
– enterprise application integration (EAI)– visualization– product data management (PDM)– virtual product data management (VPDM)– component supplier management (CSM)– document management– project management– CAD/CAM/CAE– ERP integration
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 83
Collaborative Product Commerce
• CPC flexibility:– allows users to access, manage, view and publish
product and process information - regardless of location or format - with a simple Web browser
• CPC provides:– a federated, web-centric technology needed– to find, manage and use information in a dispersed
environment– Databases, applications and processes throughout
the enterprise and its supply chain are seamlessly linked together in a federated environment.
Prof.dr Dragan Domazet Simultano projektovanje proizvoda - PDM sistemi 4 - 84
Collaborative Product Commerce
• Gartner Group: CPC opportunities include:– collaborative product development, – customer-driven design– collaborative product/component sourcing– product commerce portals– customer self-service applications
• Aberdeen Group:– CPC will provide a dynamic, Internet-based,
inter-enterprise business infrastructure that links product and process information and applications across boundaries of internal organizations as well as suppliers, partners and customers.