Product Data Management (PDM) Engineering Data Management (EDM)

1. Product Data Management (PDM)Engineering Data Management (EDM)

2. Table of Contents • Why • Manufacturing competitiveness and strategies • Allied Concurrent engineering • What • Concept and definition • Functionality • Architecture • How • Implementation approach • Rationales and technologies

3. Why Why do we need PDM ?

4. Manufacturing Enterprise Pressure Global competitiveness Current Manufacturing Enterprise Environment Process “Pull” Technology “Push” Dwindling Resources NCKU-IME-EE&I

5. Customers Wants Customer designated Lower lower price Higher higher quality Quick delivery and many others... NCKU-IME-EE&I

6. Goals Constantly reduce product costs Substantially shorten time to market and competitive response Constantly improve product quality But, how? NCKU-IME-EE&I

7. Manufacturing Strategies Mass Production Factory Automation FMS/FMC Computer-Integrated Manufacturing What else ??? NCKU-IME-EE&I

8. Strategic Planning Management and Administration Quality Engineering Marketing R&D Engineering (Product and Process Development) Production Planning Manufacturing (Factory Automation) Manufacturing Enterprise Functionality

9. Fact

10. Fact I • Design is a tiny piece of the development pie, but it locks in the bulk of later cost and time spending. NCKU-IME-EE&I

11. 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? NCKU-IME-EE&I

12. 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 NCKU-IME-EE&I

13. Other Business Strategies Concurrent Engineering Total Quality Management Business Process Reengineering Virtual Enterprising CALS and others... NCKU-IME-EE&I

14. 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. NCKU-IME-EE&I

15. 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

16. 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 Observations about Concurrent Engineering

17. Systematic Approach Concurrent Engineering Engineering Principles & Methods Multidisciplinary Teams Computer-Aided Environment NCKU-IME-EE&I

18. 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 NCKU-IME-EE&I

19. 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 NCKU-IME-EE&I

20. 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. NCKU-IME-EE&I

21. Virtual Enterprising Strategic Planning (Alliance, Collaboration) Management and Administration (ERP) Quality Engineering Sales &Marketing (EC, QR) Engineering (Allied Computer Aided Concurrent Engineering, PDM) Production Planning (ERP, Global Logistics and Supply Chain Management) Manufacturing (Holonic Manufacturing Systems)

22. Virtual Enterprising Resource Integration Process Integration Application Integration Information Integration Data Integration

23. 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. NCKU-IME-EE&I

24. 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 NCKU-IME-EE&I

25. 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

26. Conclusions Virtual Enterprising Concurrent Engineering Allied Concurrent Engineering Global Competitiveness NCKU-IME-EE&I

27. Communication Allied Concurrent Engineering Control Coordination Information Sharing NCKU-IME-EE&I

28. What What is PDM ?

29. 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) • … …

30. Enterprise Resource Planning Sales & Marketing Finance Human Resources Production Procurement Execution System Enterprise Information Management Component & Supplier Management Product Data Management Enterprise Document Management Engineering Manufacturing CAD CAE CAPP CAM MES Where is PDM in the Enterprise Information System

31. Where is PDM in the Enterprise Information System (SAP’s view)

32. 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).

33. 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

34. 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.

35. 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.

36. Architecture of PDM Systems

37. Major Components of PDM systems • Electronic vaults or data repositories • A set of user functions • A set of utility functions NCKU-IME-EE&I

38. 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)

39. 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

40. PDM User Functions (cont.) • Workflow Management: • used to control business workflow or processes • Product Structure Management: • Bill of Materials functions and higher-order relationships

41. 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

42. 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 NCKU-IME-EE&I

43. 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 NCKU-IME-EE&I

44. 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 NCKU-IME-EE&I

45. PDM Users • Administrators: • organizational and PDM • End-users: • designer, engineers, manufacturing engineers, operation engineers • managers NCKU-IME-EE&I

46. Requirements of PDM • Usability • Flexibility • Accessibility & Openness • Technology Independence • Large System Scalability • Multi-Language Support NCKU-IME-EE&I

47. Standards of PDM • Operating systems • Database technologies and access • User interfaces • Communications • Data formats NCKU-IME-EE&I

48. Typical PDM Environments • Workgroup PDM systems : • Executing on a small server • Transparent shared data access • Easy startup and administration • Standard application interfaces

49. 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

50. 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 NCKU-IME-EE&I