PDM: Product Data Management - SoberIT
PDM: Product Data Management - SoberIT
PDM: Product Data Management - SoberIT
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
Variantum productsSystem products VariSelect, <strong>Product</strong> family selection tool to highlight productproperties and their differences VariSales, Sales configurator for sales order definition VariProd, <strong>Product</strong>ion configurator that creates Bill of Materialsrequired by the specified product variant (configuration) for the ERPsystem Vari<strong>PDM</strong>, <strong>PDM</strong> system for product, document, product model andworkflow managementService and support products Expert services for consultation, system training and implementation After sales support servicesFile: <strong>PDM</strong>_060919 Slide—3Copyright © 2006 Variantum Oy
Contents References, terminology Definition of <strong>PDM</strong> Background, motivation for <strong>PDM</strong> <strong>PDM</strong> Functionality Architecture Summary KONE caseFile: <strong>PDM</strong>_060919 Slide—4Copyright © 2006 Variantum Oy
ReferencesKenneth G. McIntoshENGINEERING DATAMANAGEMENTA Guide to Successful Implementation,McGraw-Hill Inc.Antti Sääksvuori, Anselmi ImmonenTuotetiedonhallinta <strong>PDM</strong>,Talentum Media 2002I. Crnkovic, U. Asklund, A. P. Dahlqvist<strong>Product</strong> <strong>Data</strong> <strong>Management</strong> andSoftware Configuration<strong>Management</strong>, Artech House, Inc. 2003John Stark<strong>Product</strong> Lifecycle <strong>Management</strong>,Paradigm for 21st century <strong>Product</strong>realisation, Springer 2004Hannu Peltonen, Asko Martio, ReijoSulonen<strong>PDM</strong> - Tuotetiedon hallinta,IT Press 2002M. Eigner, R. StelzerProduktdatenmanagement-Systeme,Springer 2001Rodger Burden<strong>PDM</strong>: <strong>Product</strong> <strong>Data</strong> <strong>Management</strong>,Resource Pub 2003www.cimdata.comwww.pdmic.comFile: <strong>PDM</strong>_060919 Slide—5Copyright © 2006 Variantum Oy
Terminology: <strong>PDM</strong>cPDmPAMDocumentElectronicTechnology<strong>PDM</strong><strong>Product</strong>LifecyclePLMEDMCollaborativeInformation<strong>Data</strong>EngineeringPDTTIMTDM<strong>Management</strong>AssetTechnicalAlmost any combination of terms is used, <strong>PDM</strong> (<strong>Product</strong><strong>Data</strong> <strong>Management</strong>) and PLM (<strong>Product</strong> Life-cycle<strong>Management</strong>) seem to be most commonPIMEnterpriseDefinitionFile: <strong>PDM</strong>_060919 Slide—6Copyright © 2006 Variantum Oy
Definition: <strong>Product</strong> Result of industrial activity <strong>Product</strong> family, brand, model,type, product class,configurable product <strong>Product</strong> configuration,fixed product <strong>Product</strong> individualgeneral conceptabstract class (cannotbe manufactured)concrete class(can be manufactured)physical artifact,service activityFile: <strong>PDM</strong>_060919 Slide—7Copyright © 2006 Variantum Oy
Definition: <strong>Product</strong> <strong>Data</strong> (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 <strong>PDM</strong> manages three differentproduct data life-cycles <strong>Product</strong> type life-cycle:product developmentapproval and change processesbeginning and end of production <strong>Product</strong> individual life-cycle:engineeringproduction, maintenance, recycling <strong>Product</strong> process life-cycleFile: <strong>PDM</strong>_060919 Slide—8Copyright © 2006 Variantum Oy
<strong>PDM</strong> system status today <strong>PDM</strong> systems coverage is more restricted: Current <strong>PDM</strong> 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 <strong>PDM</strong> lays on product support processes (R&D,etc.) Many <strong>PDM</strong> systems do not support configurable products andproduct individual and production process life-cycles <strong>PDM</strong> system does not create new product dataFile: <strong>PDM</strong>_060919 Slide—11Copyright © 2006 Variantum Oy
<strong>PDM</strong> motivation:Changing business environment Increased competition Global markets, aggressive market behaviour Shrinking budgets, lower production costs <strong>Product</strong>s 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: <strong>PDM</strong>_060919 Slide—12Copyright © 2006 Variantum Oy
<strong>PDM</strong> costs and benefits <strong>PDM</strong> system benefits direct cost savings faster time-to-market benefits change management savings indirect cost savingsimproved quality other savings <strong>PDM</strong> system costs hardware, software licences system tailoring, system integration, installation, training system maintenanceFile: <strong>PDM</strong>_060919 Slide—14Copyright © 2006 Variantum Oy
<strong>PDM</strong> 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: <strong>PDM</strong>_060919 Slide—15Copyright © 2006 Variantum Oy
<strong>PDM</strong> market forecastFile: <strong>PDM</strong>_060919 Slide—16Copyright © 2006 Variantum Oy
<strong>PDM</strong> biggest vendorsFile: <strong>PDM</strong>_060919 Slide—17Copyright © 2006 Variantum Oy
<strong>PDM</strong> end user investmentFile: <strong>PDM</strong>_060919 Slide—18Copyright © 2006 Variantum Oy
<strong>PDM</strong> FunctionsItem and Document<strong>Management</strong><strong>Product</strong> Structure<strong>Management</strong>Workflow and Process<strong>Management</strong>SPECNCECOECO3DDrawings/DocumentsClassification& RetrievalpartnoScrewLengthaxy1234 10 mmzvy3245 20 mmdgf2345 30 mmProgram<strong>Management</strong>Littlesupport+ Support utilitiesAs <strong>PDM</strong> becomesimplemented acrossdifferent industry sectors,functional priorities change.File: <strong>PDM</strong>_060919 Slide—19Copyright © 2006 Variantum Oy
<strong>Data</strong> vault Central storage for Documents <strong>Product</strong> configuration data <strong>Product</strong> model data <strong>Product</strong> 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 <strong>Management</strong> of datarelationships Based often on commercialrelational data basesFile: <strong>PDM</strong>_060919 Slide—20Copyright © 2006 Variantum Oy
<strong>Data</strong> vaultObject: DocumentDate: 1/1/95Project: MotorPart #: 8893-0ARevision: 2.3ADocument #: 4569-29File: A:\<strong>PDM</strong>\doc\motor\...Application: MS-Word 6.0Meta-<strong>Data</strong>basedataManaged referenced files<strong>PDM</strong> ServerFile: <strong>PDM</strong>_060919 Slide—21Copyright © 2006 Variantum Oy
<strong>PDM</strong> items Item definition Items from the <strong>PDM</strong> 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 <strong>PDM</strong> corner stones Item categories Physical itemssystems, assemblies, parts,components, accessories Document items <strong>Product</strong> models andsoftware Service itemsFile: <strong>PDM</strong>_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: <strong>PDM</strong>_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: <strong>PDM</strong>_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: <strong>PDM</strong>_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: <strong>PDM</strong>_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 to<strong>PDM</strong> WWW user interfaces Document structure Document revisions Document variantsEquivalence of documents writtenin different languagesMultilingual documents SubdocumentsMultipage drawingsFigure files3D models RepresentationsOriginal,, viewing and printingformatsFile: <strong>PDM</strong>_060919 Slide—27Copyright © 2006 Variantum Oy
<strong>Product</strong> structureBicycle1 2 1 2 1HandlebarsPedalFrameWheelsSaddle1 32 1TireSpokeHubFigure 2.5 Quantified BOM of a bicycle.© 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating <strong>Product</strong> <strong>Data</strong> <strong>Management</strong> and Software Configuration <strong>Management</strong>”File: <strong>PDM</strong>_060919 Slide—28Copyright © 2006 Variantum Oy
<strong>Product</strong> (breakdown) structure -general All structure items represent elements which can be deliveredwith the product. They are often physically attached to it.<strong>Product</strong> 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: <strong>PDM</strong>_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: <strong>Product</strong> - parts list, assembly drawing Often this link is built into the identification system <strong>Product</strong> - other manufacturing documents Assembly instructions Test instructions <strong>Product</strong> specifications etc. <strong>Product</strong> - deliverable documents deliverable documents are items in product structureFile: <strong>PDM</strong>_060919 Slide—30Copyright © 2006 Variantum Oy
ReferencesIn addition to document links other type of items can beattached to product structures <strong>Product</strong> - jigs, fixtures <strong>Product</strong> - tools <strong>Product</strong> - embedded software <strong>Product</strong> - NC softwareFile: <strong>PDM</strong>_060919 Slide—31Copyright © 2006 Variantum Oy
<strong>Product</strong> structure links, revisions1 Quality2 Attributes3 Materials4 ProcessRevision A1 Quality2 Attributes3 Materials4 ProcessRevision ARevision BPhone ReceiverAssembly drawing and BOMRevision ATest <strong>Data</strong>Revision ARevision ARevision BRevision ARevision ARevision BAnalysis ReportRevision AMarketing DefinitionFile: <strong>PDM</strong>_060919 Slide—32Copyright © 2006 Variantum Oy
Modelling concepts File: <strong>PDM</strong>_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: <strong>PDM</strong>_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 <strong>Data</strong> transport <strong>Data</strong> translation Viewing and annotation Image services Administration System security control System management Password managementFile: <strong>PDM</strong>_060919 Slide—35 <strong>Data</strong> 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
<strong>PDM</strong> system architectureApplication UserCAD/CAM, NC, PurchasingDocumentation, Etc.Private FilesCAD<strong>PDM</strong> UserMultiple ApplicationscontroldataMeta-<strong>Data</strong>basedataObject: DocumentDate: 1/1/95Project: MotorPart #: 8893-0ARevision: 2.3ADocument #: 4569-29File: A:\<strong>PDM</strong>\doc\motor\...Application: MS-Word 6.0dataIntranetWEB serverManaged FilesWEBUser<strong>PDM</strong> ServerFile: <strong>PDM</strong>_060919 Slide—36Copyright © 2006 Variantum Oy
<strong>PDM</strong> 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: <strong>PDM</strong>_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
<strong>PDM</strong> Summary Organisations which do not take <strong>PDM</strong> seriously will facedifficulties The following factors increase <strong>PDM</strong> importance: organisation size internationality product complexity number of product variants <strong>PDM</strong> system implementation without managementsupport becomes a failureFile: <strong>PDM</strong>_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: <strong>PDM</strong>_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: <strong>PDM</strong>_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, <strong>Product</strong>, Processand Organisational TrainingFile: <strong>PDM</strong>_060919 Slide—41<strong>Product</strong> Documentation Marketing Material (brochures etc) Technical Instructions: DrawingsPlanning (PG) and Sales (DL) instructionsOwners/User's manuals<strong>Product</strong> 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 <strong>Product</strong> Change RequestsCopyright © 2006 Variantum Oy
KONE document management systems Variantum EDMS (Engineering <strong>Data</strong> <strong>Management</strong> System),(www.variantum.com) KONE Global <strong>PDM</strong> System <strong>Product</strong> Documentation: Drawings, Instructions, Certificates Parts and <strong>Product</strong> Structures with documents linked into the structures Engineering Change <strong>Management</strong> Documentum (www.documentum.com) Archiving of ERP data (old invoices etc.) <strong>Product</strong>ion of technical instructions (XML-based informationmanagement) <strong>Management</strong> of some business process and quality documentationFile: <strong>PDM</strong>_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 <strong>Data</strong>base: 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: <strong>PDM</strong>_060919 Slide—43Copyright © 2006 Variantum Oy
KONE EDMS – Main screenFile: <strong>PDM</strong>_060919 Slide—44Copyright © 2006 Variantum Oy
KONE EDMS- Drawing queryFile: <strong>PDM</strong>_060919 Slide—45Copyright © 2006 Variantum Oy
KONE EDMS- Query resultsFile: <strong>PDM</strong>_060919 Slide—46Copyright © 2006 Variantum Oy