Product Data Management (PDM)
Engineering Data Management (EDM)
Table of Contents
Why
Manufacturing competitiveness and strategies
Allied Concurrent engineering
What
Concept and definition
Functionality
Architecture
How
Implementation approach
Rationales and technologies
Why
Why do we need PDM ?
Manufacturing Enterprise Pressure
Global competitiveness
Process “Pull”
Current
Manufacturing
Technology “Push”
Enterprise
Environment
Dwindling Resources
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Customers Wants
Customer designated
Lower lower price
Higher higher quality
Quick delivery
and many others...
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Goals
Constantly reduce product costs
Substantially shorten time to market
and competitive response
Constantly improve product quality
But, how?
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Manufacturing Strategies
Mass Production
Factory Automation
FMS/FMC
Computer-Integrated Manufacturing
What else ???
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Manufacturing Enterprise Functionality
Strategic Planning
Marketing
R&D
Engineering
(Product and Process Development)
Quality
Engineering
Production Planning
Manufacturing
(Factory Automation)
Management
and
Administration
Fact
Fact I
Design is a tiny piece of the development pie, but it
locks in the bulk of later cost and time spending.
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Fact II
According to “Pareto Rule”,
“Product design and process development”
is the most critical product life cycle activity.
But, will a Good Design be a Good
Product?
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Fact III : Problems in current product and process
development
Poor product realization
Difficulty in designing for simplicity and reliability
Failure to pay enough attention at the design stage to
the likely quality of the manufactured product
Excessive development time
Weak design for producibility
Inadequate attention to customers
Weak links with suppliers
Neglect of continuous improvement
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Other Business Strategies
Concurrent Engineering
Total Quality Management
Business Process Reengineering
Virtual Enterprising
CALS
and others...
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Concurrent Engineering
A rose by another name:
Simultaneous Engineering
Concurrent Engineering
Integrated Product Delivery
Integrated Product and Process Development
Team Design
is still concurrent engineering.
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Definition of Concurrent Engineering
Concurrent engineering:
“is a systematic approach to the integrated, concurrent
design of products and their related processes,
including manufacture and support. This approach is
intended to cause the developers, form the outset, to
consider all elements of the product life cycle from
concept through disposal, including quality, cost,
schedule, and user requirements.”
Institute for Defense Analysis (IDA) R-338, 1986
Observations about Concurrent
Engineering
Various applications
Multi-functional teaming
Communication, coordination and information sharing
Product is the goal
Models, methods, metrics, and measures are the core
Distributed and integrated decision process
Knowledge intensive
Massive & diverse types of
information
Systematic Approach
Engineering
Principles &
Methods
Concurrent
Engineering
Multidisciplinary
Teams
Computer-Aided
Environment
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Concurrent Engineering is far more
than a collection of “Tools”
Employment of a systematic approach for concurrent product
and process development
Application of design principles and engineering methods to
achieve efficient and effective product and process optimization
Use of multidiscipline teams to carry out integrated
product and process design
An integrated engineering environment to provide information
for rapid intelligent decision-making throughout the entire
development process
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Computer Aided Concurrent
Engineering
A distributed computing architecture,
supporting synchronization,
optimum scheduling, and refinement of
information
flow.
An integrated computer-based engineering
environment to provide information for
rapid and intelligent decision-making
throughout the entire development process
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Virtual Enterprise
Virtual enterprise is an integrated product
or service delivery strategy that emphasizes
quick response to customer expectations
and embodies the values of trust,
cooperation, and resource sharing
through enterprise alliance.
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Virtual Enterprising
Strategic Planning (Alliance, Collaboration)
Sales &Marketing
(EC, QR)
Quality
Engineering
Engineering
(Allied Computer Aided
Concurrent Engineering, PDM)
Production Planning
(ERP, Global Logistics and
Supply Chain Management)
Manufacturing
(Holonic Manufacturing Systems)
Management
and
Administration
(ERP)
Virtual Enterprising
Resource Integration
Process Integration
Application Integration
Information Integration
Data Integration
Allied Concurrent Engineering
Concurrent Engineering + Virtual Enterprising
Allied concurrent engineering is a
systematic approach to integrated
product delivery that emphasizes
quick response to customer
expectations and embodies the
values of trust, cooperation and
sharing through enterprise alliance.
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Characteristics of ACE
product-centered dynamically configured process
project-based process management
flexible, re-configurable and heterogeneous environment
recursive hierarchical process structure
distributed decision authority and responsibility
Knowledge and information intensive
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Facts of ACE
remote process formation, control,
coordination and communication
dynamic integration between engineering activities,
application systems, and information
management and sharing of various
engineering information from various
heterogeneous resources
easy and quick changes in the process
Conclusions
Virtual
Enterprising
Concurrent
Engineering
Allied Concurrent Engineering
Global Competitiveness
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Communication
Control
Allied
Concurrent
Engineering
Coordination
Information
Sharing
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What
What is PDM ?
PDM Goes by Many Names
Product Data Management (PDM)
Engineering Data Management (EDM)
Document Management,
Product Information Management (PIM)
Technical Data Management (TDM)
Technical Information Management (TIM)
……
Where is PDM in the Enterprise
Information System
Enterprise Resource Planning
Sales &
Marketing
Procurement
Execution
System
Finance
Production
Enterprise Information Management
Product Data
Management
Engineering
CAD
Human
Resources
CAE
Enterprise
Document
Management
Manufacturing
CAPP
CAM
MES
Component
& Supplier
Management
Where is PDM in the Enterprise
Information System (SAP’s view)
Definition I
PDM is a tool that provide a structure way to
orderly and efficiently store, integrate, manage and
control both data and the product development
process (from design, manufacturing to distribution).
Definition II
A productivity tool for an entire business enterprise
which:
Manages all product-related information
Manages the entire product life cycle
Allows information sharing regardless of
data location or hardware platform
Definition III
A PDM system is used within an enterprise to:
1) organize, access, and control data related to its
products, and
2) manage the life cycle of those products.
Definition IV
PDM systems provide access and security controls,
maintain relationships among product data items,
rules that describe data flows and processes, and
notification and messaging facilities.
Architecture of PDM Systems
PDM User Functions
System Interface
Product
De s ign Re le as e
Change
Structure
M anage m e nt M anage m e nt
M anage m e nt
Clas s ification
Proje ct
System
M anage m e nt Administration
Ope rating
Sys te m
Se rvice s
Front-End
Se rvice
Ne tw ork
Se rvice s
Application
Programming
Interface
PDM Utility
Com m unication
& Notification
Data
Trans port
Data
Trans lation
Adm inis tration
Im age
Se rvice
Team Library Management
Electronic
vault
Meta Database
Managed Files
Private F iles
Applications
Major Components of PDM systems
Electronic vaults or data repositories
A set of user functions
A set of utility functions
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PDM User Functions
Design Release Management
check-in
check –out
global release level definition
user lists
Change Management
specifies local process definition
(i.e., who approves what, when)
PDM User Functions (cont.)
Configuration Management:
provides full tractability over the entire product structure
to enable information relating to the serial number or
lot/batch of a product or individual component to be
retrieved at any time
Program (Project) Management:
creates work breakdown structures and schedules and
resources assignment and control
PDM User Functions (cont.)
Workflow Management:
used to control business workflow or processes
Product Structure Management:
Bill of Materials functions and higher-order
relationships
PDM User Functions (cont.)
Archiving:
records and maintains corporate knowledge for
later design reference
Classification:
provides tools to search for and retrieve standard parts
and existing design data
PDM Utility Functions
Communication and Notification:
handles communications within the context of the PDM
system
Data Transport:
provides mechanism to move
data between
systems and to & from other products
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PDM Utility Functions (cont.)
Data Translation:
provides access to tools that translate
data between applications (PDM, CAD/CAM, etc.)
Image Services:
provides a "viewing" capability for reviewing graphical
images and may provide red-line markup
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PDM Utility Functions (cont.)
System administration:
Access and change permissions
Authorizations
Approval procedures
Data back-up and security
Data archive
User interface layout
Adding new functionality
Integrating third-party applications
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PDM Users
Administrators:
organizational and PDM
End-users:
designer, engineers, manufacturing engineers,
operation engineers
managers
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Requirements of PDM
Usability
Flexibility
Accessibility & Openness
Technology Independence
Large System Scalability
Multi-Language Support
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Standards of PDM
Operating systems
Database technologies and access
User interfaces
Communications
Data formats
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Typical PDM Environments
Workgroup PDM systems :
Executing on a small server
Transparent shared data access
Easy startup and administration
Standard application interfaces
Typical PDM Environments (cont.)
Department PDM systems :
Executing on a mid-range systems
Support multiple PDM databases and functional
servers
More capable administrative functions Executing on
Effective notification and messaging facilities
Typical PDM Environments (cont.)
Enterprise-wide PDM systems
Executing on large compute systems and servers
Sophisticated and flexible administrative facilities
Modularized and scalable architecture
Comprehensive set of tools for tailoring, customization,
and application integration
Heterogeneous support at all levels
Multi-tier distributed management of controlled data
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Engineering Data Managed by PDM
Electronic documents, digital files, database
records:
Product configurations
Part definition and other design data
Specifications
CAD drawings
Geometric models
Images (scanned drawings, photographs, etc.)
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Engineering Data Managed by PDM (cont.)
Engineering analysis models and results
Manufacturing process plans and routings
NC part programs
Software componenst of products
Electronically stored documents, notes, and
correspondence
Audio and live video annotations
Hardcopy documents
Project plans
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Benefits from PDM
Flexibility
Reduced cost
Increased management information
Reduced order lead time
Increased customer satisfaction
Reducing ‘time to market’
Increased product quality
Better use of people
Meeting the increasing external requirements
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PDM provides benefits for many
industries
Aerospace
Automotive
General mechanical manufacturing
Electrical & electronic products
Computer manufacturing
Defense industries
Oil & gas exploration & production
Chemical & process engineering
...
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The driving forces behind PDM
Increased competition
Increasing product complexity
Time to market
Standards
Increased legislation
Team-working
Increased computer automation
Shrinking budgets
Maximization of existing computer investments
Vendor Response
Company
Autodesk
CoCreate (HP)
Intergraph
IBM
PTC
Inso (Sherpa)
MetaPhase Tech.
Smart Solutions
Unigraphics Solutions
Product
Motiva (WorkCenter)
WorkManager
AIM
DesignManager
Windchill
SherpaWorks
MetaPhase
SmarTeam
IMAN
Vendor Rankings
MetaPhase
Technology/SDRC
Documentum
IBM
Engineering
Animation Inc. (EAI)
Aspect
Development
PTC
UG Solutions
Intergraph
Siemens Business
Service
MatrixOne Inc.
0%
1%
2%
3%
4%
5%
6%
7%
Top Ten PDM Software-and-Service Vendors, 1998
Source: CIMdata, Inc. 1999 (Metaphase: $101M)
8%
Vendor Rankings (High-End)
MetaPhase
Technology/SDRC
IBM
UG Solutions
PTC
Intergraph Co.
MatrixOne Inc.
SAP AG
Baan Engineering
Inso Co.
PDM Div.
Cocreate
Software Inc.
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
Top Ten High-End PDM Software-and-Service Vendors, 1998
Source: CIMdata, Inc. 1999 (Metaphase: $101M)
Success Stories in PDM
Metaphase
Boeing, Ford, Nissan
IMAN (UG Solutions)
Northrop Grumman, Kodak, FMC
Inso (Sherpa)
Hughes Electronics, PSA Peugeot Citroen S.A.
Windchill
Lockeed Martin, Lucent
How
Implementation of Product
Data Management
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EDM is an enterprise integration
solution, NOT only a product
Enterprise integration
Process integration
Application integration
Information integration
Data integration
PDM
as “unifying” technologies
rather than “point” type solutions
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Enterprise Competitiveness
PDM Implementation
Virtual Business Processes Integration
Analysis
Reengineering
Modeling
System Development and Integration
Analysis
Planning
Design
Implementation
Information & Data Integration
Analysis
Modeling
Design
Implementation
Methodology
Technology
System
System
Engineering
Enterprise
Engineering
Information
Engineering
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Enterprise Engineering
Enterprise
Analysis
Enterprise
Modeling
Reengineering
Process
Validation
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Information Engineering
Computer
Network
Distributed
Object
Database
Software
Engineering
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System Engineering
Science
Management
Engineering
Methodology
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PDM Implementation Procedure
Justification
Awareness & Education
Process
Improvement
System
Development
Implementation
Feedback
Operation
& Support
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PDM Justification Roadmap
Steering committee/board commitment
Form PDM project evaluation team
Perform a detailed cost/benefit analysis
Provide initial education
Perform a requirements analysis
Select the best solution
Submit for board/committee approval
PDM Justification roadmap
Steering committee/board commitment
1. PDM should be seen as part of the overall strategy of the company
2. Use a participatory approach - involve all key personnel
3. Include managers with full authority
4. Have board/committee provide all necessary resources
Form PDM project evaluation team
1. Use a full-time leader with good coordination ability
2. Team should have proper status and authority
3. Team members should have knowledge in all technical areas,
or obtain externally through education and training
Perform a detailed cost/benefit analysis
Provide initial education
1. Ensure ongoing education throughout the project
Perform a requirements analysis
1. Use consultants if required
2. Define the system's goals, objectives and constraints
3. Generate a requirements specification
4. Clearly define training needs
5. Define appropriate vendor support
6. Evaluate software vendors
Select the best solution
1. Based on the requirements specification
2. Test a maximum of three software demos with company-specific data
3. Perform system testing (unit, module and user level)
4. Ensure proper documentation is included
5. If needed, change old hardware
Submit for board/committee approval
1. Include full justification
2. Include benefits appraisal
3. Outline phased implementation plan
4. Ensure commitment to project
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Rules for PDM Implementation
Examine your motivation in looking at EDM and
prioritize the requirements you have previously
specified.
Understand the nature of your organization and the
implications this imposes on your choice of
solution.
Evaluate possible solutions carefully.
Rules for PDM Implementation (cont.)
Build and test a pilot system having first defined the
scope of the pilot implementation to ensure the
original objectives are met.
Get the fundamentals correct at the pilot stage -don't leave them till later.
Do not ever assume you are finished.
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Selection - Where to look
CAD vendors.
Independent EDM suppliers.
Major platform suppliers.
Image and document management suppliers.
Manufacturing/MRPII suppliers.
System integrators.
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“Typical” Requirement Specification
Your company -overview, markets, current
situation,outline of future plans,etc．
The products produced- considerations thereof
Project review, objectives and requirements
Details of any existing computer systems
Pertinent data and volumes
“Typical” Requirement Specification(cont.)
Required functionality (hardware and software)
Integration aspects (with existing systems)
Request for vendor information (locations, stability,
training, users,consultant services, experience,
indication of likely cost, etc．)
 Possible future functional requirements
 Due date for the proposal and relevant contact
person
Conclusions
PDM benefits many disciplines
PDM provides data control and integrity
Concurrent engineering is enabled by PDM
Embracing concurrent engineering leads to high
payoffs
For further information:
www.CIMdata.com, www.srdc.com,
www.pdmic.com, www.adra.com, www.cals.org.tw
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