PDM: Product Data Management - SoberIT

Variantum productsSystem products VariSelect, Product family selection tool to highlight productproperties and their differences VariSales, Sales configurator for sales order definition VariProd, Production configurator that creates Bill of Materialsrequired by the specified product variant (configuration) for the ERPsystem VariPDM, PDM system for product, document, product model andworkflow managementService and support products Expert services for consultation, system training and implementation After sales support servicesFile: PDM_060919 Slide—3Copyright © 2006 Variantum Oy

Contents References, terminology Definition of PDM Background, motivation for PDM PDM Functionality Architecture Summary KONE caseFile: PDM_060919 Slide—4Copyright © 2006 Variantum Oy

ReferencesKenneth G. McIntoshENGINEERING DATAMANAGEMENTA Guide to Successful Implementation,McGraw-Hill Inc.Antti Sääksvuori, Anselmi ImmonenTuotetiedonhallinta PDM,Talentum Media 2002I. Crnkovic, U. Asklund, A. P. DahlqvistProduct Data Management andSoftware ConfigurationManagement, Artech House, Inc. 2003John StarkProduct Lifecycle Management,Paradigm for 21st century Productrealisation, Springer 2004Hannu Peltonen, Asko Martio, ReijoSulonenPDM - Tuotetiedon hallinta,IT Press 2002M. Eigner, R. StelzerProduktdatenmanagement-Systeme,Springer 2001Rodger BurdenPDM: Product Data Management,Resource Pub 2003www.cimdata.comwww.pdmic.comFile: PDM_060919 Slide—5Copyright © 2006 Variantum Oy

Terminology: PDMcPDmPAMDocumentElectronicTechnologyPDMProductLifecyclePLMEDMCollaborativeInformationDataEngineeringPDTTIMTDMManagementAssetTechnicalAlmost any combination of terms is used, PDM (ProductData Management) and PLM (Product Life-cycleManagement) seem to be most commonPIMEnterpriseDefinitionFile: PDM_060919 Slide—6Copyright © 2006 Variantum Oy

Definition: Product Result of industrial activity Product family, brand, model,type, product class,configurable product Product configuration,fixed product Product individualgeneral conceptabstract class (cannotbe manufactured)concrete class(can be manufactured)physical artifact,service activityFile: PDM_060919 Slide—7Copyright © 2006 Variantum Oy

Definition: Product Data (CIMdata) All product relatedinformation Paper documents Digital files:Document files: specifications,configurations, purchase ordersCAD drawings, models,assemblies, parts listsCAE analysis, NC programs andplans Information stored in databases PDM manages three differentproduct data life-cycles Product type life-cycle:product developmentapproval and change processesbeginning and end of production Product individual life-cycle:engineeringproduction, maintenance, recycling Product process life-cycleFile: PDM_060919 Slide—8Copyright © 2006 Variantum Oy

PDM system status today PDM systems coverage is more restricted: Current PDM systems do not include commercial data (stocks,purchase orders, invoices, cost accounting, etc.) of the company.They are managed by Enterprise Resource Planning (ERP)systems. Main interest of PDM lays on product support processes (R&D,etc.) Many PDM systems do not support configurable products andproduct individual and production process life-cycles PDM system does not create new product dataFile: PDM_060919 Slide—11Copyright © 2006 Variantum Oy

PDM motivation:Changing business environment Increased competition Global markets, aggressive market behaviour Shrinking budgets, lower production costs Products are becoming more complex, exploiting moretechnologies and built in vast number of variants Quality requirements (ISO 9000 etc) and customer responsivenessare increasing Global manufacturing (expanded teaming) Government and industry standards Less time and money for hassling Requirement for more efficient R&D: Concurrent EngineeringFile: PDM_060919 Slide—12Copyright © 2006 Variantum Oy

PDM costs and benefits PDM system benefits direct cost savings faster time-to-market benefits change management savings indirect cost savingsimproved quality other savings PDM system costs hardware, software licences system tailoring, system integration, installation, training system maintenanceFile: PDM_060919 Slide—14Copyright © 2006 Variantum Oy

PDM Benefits, example Metric Standard C.E. Delta (%)Design Hours 5337 5929 4460 16%/25%Span Time (months) 21 19 11 48%/42%Tooling Costs $79,461 $49,993 $42,057 47%/16%No. Changes (15 mo.) 16 24 6 63%/75%No. Changes (30 mo.) 22 28 6 73%/79%No. Quality Reports 23 37 4 83%/89%No. Waivers 36 40 2 94%/95%Mark Knodle, General DynamicsSpace Systems DivisionFile: PDM_060919 Slide—15Copyright © 2006 Variantum Oy

PDM market forecastFile: PDM_060919 Slide—16Copyright © 2006 Variantum Oy

PDM biggest vendorsFile: PDM_060919 Slide—17Copyright © 2006 Variantum Oy

PDM end user investmentFile: PDM_060919 Slide—18Copyright © 2006 Variantum Oy

PDM FunctionsItem and DocumentManagementProduct StructureManagementWorkflow and ProcessManagementSPECNCECOECO3DDrawings/DocumentsClassification& RetrievalpartnoScrewLengthaxy1234 10 mmzvy3245 20 mmdgf2345 30 mmProgramManagementLittlesupport+ Support utilitiesAs PDM becomesimplemented acrossdifferent industry sectors,functional priorities change.File: PDM_060919 Slide—19Copyright © 2006 Variantum Oy

Data vault Central storage for Documents Product configuration data Product model data Product individual data Maintains revision and statusdata (e.g. electronic approval) Files (drawings, documents,etc.) are managed as “objects” Check-out and check-in control Query, browsing and reporting Benefits Secure, distributed storage ofdata Elimination of redundant files Managed data sharing amongteam members Managed electronic review andapproval Management of datarelationships Based often on commercialrelational data basesFile: PDM_060919 Slide—20Copyright © 2006 Variantum Oy

Data vaultObject: DocumentDate: 1/1/95Project: MotorPart #: 8893-0ARevision: 2.3ADocument #: 4569-29File: A:\PDM\doc\motor\...Application: MS-Word 6.0Meta-DatabasedataManaged referenced filesPDM ServerFile: PDM_060919 Slide—21Copyright © 2006 Variantum Oy

PDM items Item definition Items from the PDM point ofview are those productrelated business objectswhich are frequently referredin product related processes,e.g. products, materials,documents, resources,activities. Use of standarditems makes managementand business transactionseasier PDM corner stones Item categories Physical itemssystems, assemblies, parts,components, accessories Document items Product models andsoftware Service itemsFile: PDM_060919 Slide—22Copyright © 2006 Variantum Oy

Item views Life-cycle view Item revisions Classification (type) view Classification according toproduct properties Classification hierarchy Status view Item approval level Item efficiency Language view Structure view Structures dependent onprocessesSales (offer, sales order)structureDesign structureManufacturing structureDelivery structureInstallation structureMaintenance structure Physical product structure Functional structure Spatial structureFile: PDM_060919 Slide—23Copyright © 2006 Variantum Oy

Item classification Required to search and browse items efficiently Standards: ISO 13584 Part Libraries, IEC 61360 electriccomponents classification scheme standard Examples:Specifying codeParametric class hierarchyABasic mechanical materials andcomponentsA2 Non-ferrous metals− A20 Sheets and stripsFasteners (Length, diameter)• A202 Coated sheets andstripsScrews (Length, diameter, thread length)− Cross head screws (Length,diameter, thread length, head diameter,standard)File: PDM_060919 Slide—24Copyright © 2006 Variantum Oy

Basic item data Identification Generally approx. 8 charactercode Classifying v. non-classifying Local v. enterprize wide Description Generally approx. 40characters of cler text Classification Helps to find items Revising Revising method Revision identification Status (recommendationclass) Manufacturers, vendors Other data Big systems: approx. 300fields/item Item is specified to the levelthat is required by its user Reference documentsFile: PDM_060919 Slide—25Copyright © 2006 Variantum Oy

Item revisions Warning: there is no approved terminology When an item is changed a new version, which is also an item,is created. It is Revision. An item of this type is generated to replace its predecessorimmediately or after a transition period. Therefore, the new revisionmust be compatible (form, fit and function) with its predecessor. Variant. Variant concept is sometimes used for products, parts anditems with small differences. An item in this group is related to ahigher-level product type. Independent item. An item in this group is neither a variant nor arevision of any other item. The relation to its origin is lost. Example: anew independent productFile: PDM_060919 Slide—26Copyright © 2006 Variantum Oy

Document management Which document types? Identification method fordocuments, document revisionsand variants Approval of documents Security archives Document tool integration toPDM WWW user interfaces Document structure Document revisions Document variantsEquivalence of documents writtenin different languagesMultilingual documents SubdocumentsMultipage drawingsFigure files3D models RepresentationsOriginal,, viewing and printingformatsFile: PDM_060919 Slide—27Copyright © 2006 Variantum Oy

Product structureBicycle1 2 1 2 1HandlebarsPedalFrameWheelsSaddle1 32 1TireSpokeHubFigure 2.5 Quantified BOM of a bicycle.© 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management”File: PDM_060919 Slide—28Copyright © 2006 Variantum Oy

Product (breakdown) structure -general All structure items represent elements which can be deliveredwith the product. They are often physically attached to it.Product requisites like coatings, paints, welding wires, packages, adhesives,lubricants, chemicals are often left out of product structures. All items are identified with a code. A clear text description isrequired as support information. Physical products include only physical objects as components: non-decomposable (atomic) component, e.g. bolt, integratedcircuit, cardboard package box, user manual multipart componentFile: PDM_060919 Slide—29subassembly, e.g. phone receiverkit (group, no assembly process), e.g. installation accessories other material, e.g. 50 m rope, 3 l oilCopyright © 2006 Variantum Oy most common views: product (design/manufacturing), location

Documents and product structuresDocuments are linked to products: Product - parts list, assembly drawing Often this link is built into the identification system Product - other manufacturing documents Assembly instructions Test instructions Product specifications etc. Product - deliverable documents deliverable documents are items in product structureFile: PDM_060919 Slide—30Copyright © 2006 Variantum Oy

ReferencesIn addition to document links other type of items can beattached to product structures Product - jigs, fixtures Product - tools Product - embedded software Product - NC softwareFile: PDM_060919 Slide—31Copyright © 2006 Variantum Oy

Product structure links, revisions1 Quality2 Attributes3 Materials4 ProcessRevision A1 Quality2 Attributes3 Materials4 ProcessRevision ARevision BPhone ReceiverAssembly drawing and BOMRevision ATest DataRevision ARevision ARevision BRevision ARevision ARevision BAnalysis ReportRevision AMarketing DefinitionFile: PDM_060919 Slide—32Copyright © 2006 Variantum Oy

Modelling concepts File: PDM_060919 Slide—33Copyright © 2006 Variantum Oy

Workflow management Defined and automatedworkflow/processes By project, status level, product type, ... Sequential, parallel, conditional steps Voting rules and time-outs Folder/package maintenance Notification and distribution Audit processes and actions “triggers” Process browse/reporting Only for stable processes Change management Document approvals etcFile: PDM_060919 Slide—34 Change process phases Change request (ECR,Engineering Change Request)Internal and external productclaims and messages Change proposal (ECP)Consolidation of changerequestsEvaluation of change effects Change order (ECO)Decided change actions Change follow-upRegistration of accomplishedactionsCopyright © 2006 Variantum Oy

Utility functions Communications, E-mail Data transport Data translation Viewing and annotation Image services Administration System security control System management Password managementFile: PDM_060919 Slide—35 Data security services data redundancy, diskmirroring fault tolerant disks, RAIDtechnology(Redundant Arrayof Inexpensive Disks) automatic back-ups data encryption Authentication services Authorisation services viewing authorisation change authorisation(approvals, document creationand changes, etc.)Copyright © 2006 Variantum Oy

PDM system architectureApplication UserCAD/CAM, NC, PurchasingDocumentation, Etc.Private FilesCADPDM UserMultiple ApplicationscontroldataMeta-DatabasedataObject: DocumentDate: 1/1/95Project: MotorPart #: 8893-0ARevision: 2.3ADocument #: 4569-29File: A:\PDM\doc\motor\...Application: MS-Word 6.0dataIntranetWEB serverManaged FilesWEBUserPDM ServerFile: PDM_060919 Slide—36Copyright © 2006 Variantum Oy

PDM system selection andimplementation Project definition Evaluation of the currentstatus System scope definition Prioritised requirements/feature summary /configuration plan Short list selection evaluation Request for proposals Demonstration / benchmarkrequirementsFile: PDM_060919 Slide—37 Demonstration / benchmarkEvaluation Reference visit agenda Reference visit evaluation Proposal evaluation Pilot project definition Pilot project implementationlog Pilot project analysis (vs.benefit targets) Final evaluation summary andreportCopyright © 2006 Variantum Oy

PDM Summary Organisations which do not take PDM seriously will facedifficulties The following factors increase PDM importance: organisation size internationality product complexity number of product variants PDM system implementation without managementsupport becomes a failureFile: PDM_060919 Slide—38Copyright © 2006 Variantum Oy

Case: KONE Corporation World’s fourth largest elevator company, onne of the world’sleading escalator companies Modernization and maintenance of existing systems account for2/3 of the revenue Growth from the automatic door service business Present in more than 40 countries with some 800 service centers Strategic alliance with Toshiba of Japan since 1998 Turnover: EUR 2,814 million Personnel: 23,800 employees Sales: 25,000 new elevators and escalators Maintains about 520,000 elevators and escalators and more than210,000 automatic building doorsFile: PDM_060919 Slide—39Copyright © 2006 Variantum Oy

KONE business environment Distributed Order-Delivery Processes Local front line companies (40 countries) and independent distributors forsales, delivery, installation and maintenance Global order engineering, production and logistics A lot of the production subcontracted to partners Service Business Long life cycles of product individualsFile: PDM_060919 Slide—40 ASEA-Graham Lift no 1: 1898 KONE Lift no 27: 1920 Service and spare parts Information must be available Global, distributed, networked R&D Global products with regional adaptations R&D centers in all continents, complex, mass-customized products A lot of subcontractors and partners involved in the R&D projectsCopyright © 2006 Variantum Oy

Documents at KONECommercial Documents Invoices, order confirmations, shippingdocuments etc from ERPProcess and Quality Documents:ISO9000 etc.Project Documentation Project Plans, Specifications, MeetingMinutes R&D Projects: Studies, sketches,informal Excel lists of whatever Order Projects: Tendering documents,Order-specific drawings andcalculationsTraining Material, Product, Processand Organisational TrainingFile: PDM_060919 Slide—41Product Documentation Marketing Material (brochures etc) Technical Instructions: DrawingsPlanning (PG) and Sales (DL) instructionsOwners/User's manualsProduct Descriptions and Orderinginstructions (SO)Installation instructions (AM)Service, Maintenance and Spare PartsInstructions (AS,AR)3D Models, Assembly and Part drawings,Parts lists, Configuration Instructions Testing instructions Software Binary Files Specifications, Certificates Product Change RequestsCopyright © 2006 Variantum Oy

KONE document management systems Variantum EDMS (Engineering Data Management System),(www.variantum.com) KONE Global PDM System Product Documentation: Drawings, Instructions, Certificates Parts and Product Structures with documents linked into the structures Engineering Change Management Documentum (www.documentum.com) Archiving of ERP data (old invoices etc.) Production of technical instructions (XML-based informationmanagement) Management of some business process and quality documentationFile: PDM_060919 Slide—42Copyright © 2006 Variantum Oy

KONE EDMSStatistics (13.10.2004): Number of documents: 953205(New in 09/2004: 25000) Number of parts: 286664 (New in09/2004: 1600) Users: 6396 (New in 09/2004: 96) Document files: 320 GB (New in09/2004: 12GB) Users in 09/2004: 2950 Amount of data transferred over theWWW interface: 1.5GB / daySoftware (Server) Variantum EDMS Application Server Database: PostgreSQL Version 8.0.3 WWW: CGI scripts written in the TCLlanguage (http://tcl.activestate.com/) Full text indexing: Idzebra(www.indexdata.dk) Linux (Fedora Core 3) Backup: IBM Tivoli TSM Monitoring: Nagios (www.nagios.org)File: PDM_060919 Slide—43Copyright © 2006 Variantum Oy

KONE EDMS – Main screenFile: PDM_060919 Slide—44Copyright © 2006 Variantum Oy

KONE EDMS- Drawing queryFile: PDM_060919 Slide—45Copyright © 2006 Variantum Oy

KONE EDMS- Query resultsFile: PDM_060919 Slide—46Copyright © 2006 Variantum Oy