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Introduction to the future document lifecycle tool User point of view

Introduction to the future document lifecycle tool User point of view. Contents. Scope Why a lifecycle process for the 2D and 3D? Pre-requisite - The Profile Card Pre-requisite - Statuses and links between Catia documents The ‘Ready for Check’

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Introduction to the future document lifecycle tool User point of view

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  1. Introduction to the future document lifecycle tool User point of view Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  2. Contents • Scope • Why a lifecycle process for the 2D and 3D? • Pre-requisite - The Profile Card • Pre-requisite - Statuses and links between Catia documents • The ‘Ready for Check’ • Case 1 - Control of a 2D in link with a 3D part • Case 2 - Control of a 2D in link with a 3D product • Case 3 - Control of a 3D alone • Case 4 - Control of a 2D/3D in link with another 3D • Global view - Examples • The ‘Cancelled’ • Impact of the ‘Cancelled’ Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  3. 1. Scope Mechanical Design Offices Integration Design Offices 2D + 3D 3D 2D Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  4. 2. Why a lifecycle process for the 2D and 3D? • To synchronise the documents in all databases: Reference + Index • To have the same database for the design offices (Smarteam/Catia = Design Tools) • and the downstream services (CDD/EDMS/CDN = visibility of the documentation) • To have archived what has been controlled • To manage easily old/new references if necessary • A drawing evolves (so its in-link 3D) • In the future, to follow up the parts of the accelerators/cern-projects through the 3D • To use the same 3D for another design • To avoid duplicates • To count the use-cases in any top assembly • Traceability • Furthermore, • To use the correct tools for the quality control/lifecycle process • To re-place the ‘Preliminary’ status Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  5. 3. Pre-requisite - The Profile Card Reminder Update ITEM First Save Smarteam 2D 3D CDD Number Cartweb Filling the attributes correctly Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  6. 4. Pre-requisite - Statuses and links between Catia documents 3D Part 3D Part 3D Product 3D Part Cancelled 2D Part 3D Part 2D Product 2D Part 2D Part 2D PRE REQUIS Check In AUTOMATIC CONTROL In Work In work In work Last version Date of last Check In Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  7. 5. The Ready for Check • What is it? • A function used by the designer to say : “ My data is ready to be controlled” • A function who verify the states with the Parent Children Links. • A function which freeze the data during the Control process. What is archived is what has been checked • Nota: For modifying a part in ‘ Ready For Check ‘ , the function will be used (see later) In work Date RFC Cancelled Parent Children Links and Ready For Check Ready For Check → Part or Product RFC RFC RFC → « Children first!! » Product Component IF RFC RFC RFC RFC RFC → RFC Drawing • Propagation Facility • Ready For Check • from Parent to all children. • + children Drawings. IF RFC RFC RFC RFC → RFC IF RFC Part in link Parent Children Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  8. 6. Case 1 - Control of a 2D in link with a 3D part Smarteam CDD/CDN PRE-REQUISITE MAIL KO Ready For Check RFC C1 ISO Control MAIL OK AUTOMATIC Checked Checked KO MAIL C2 Functional Control AUTOMATIC In work Released R OK Date END MAIL MAIL KO For the parent and the children Cancelled Cancelled 3D Part 2D Part • Propagation Facility • Ready For Check • from Drawing to all children • + children drawings. • Checked or Released • from Drawing to 3D in Link. Ready For Check = RFC RFC ISO Control (C1) → Checked Checked Functional Control (C2) → R R Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  9. 2D Parts 3D Product 2D Product 7. Case 2 - Control of a 2D in link with a 3D product Smarteam CDD/CDN PRE-REQUISITE MAIL KO Ready For Check RFC C1 ISO Control MAIL OK AUTOMATIC Checked Checked KO MAIL C2 Functional Control AUTOMATIC In work Released R OK Date END MAIL MAIL KO For the parent and the children Cancelled Cancelled 3D Parts • Propagation Facility • Ready For Check • from Drawing to all children • + children drawings. • Checked or Released • from Drawing to 3D in Link • If state of children ≥ state of parents Ready For Check = RFC RFC RFC ISO Control (C1) → R Checked Checked Checked Functional Control (C2) → R R R Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  10. 8. Case 3 - Control of a 3D alone 3D Smarteam PRE-REQUISITE Ready For Check RFC KO Checked Checked KO In work Released R Cancelled Cancelled • Nota: • No control in CDD • For the commercial parts, don’t forget to give them to the Librarian responsible (Raphael) Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  11. 2D Part 3D Part in Link 2D Part 9. Case 4 - Control of a 2D/3D in link with a other 3D Smarteam CDD/CDN PRE REQUIS MAIL KO Ready For Check RFC C1 ISO Control MAIL OK AUTOMATIC Checked Checked KO MAIL C2 Functional Control AUTOMATIC In work Released R OK Date END MAIL MAIL KO For the parent and the children Cancelled Cancelled 3D Part • Propagation Facility • Ready For Check • from Drawing to all children • + children drawings. • Checked or Released • from Drawing to 3D in Link • If state of children ≥ state of parents Ready For Check = + RFC RFC RFC ISO Control (C1) → Checked Checked Checked R Functional Control (C2) → R R R Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  12. 10. Global view: Ready For Check RFC RFC 3D Part 3D Part 3D Product 2D Part 3D Part RFC RFC RFC RFC 2D Part 3D Part 2D Product 2D Part RFC RFC RFC In work Date OK PRE-REQUISITE Ready For Check OK RFC Checked Checked Released R Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  13. 10. Global view: Checked Checked 3D Part CDD Control 3D Part 3D Product 2D Part 3D Part R Checked Checked R Smarteam Control CDD Control 2D Part 3D Part 2D Product 2D Part Checked R CDD Control Checked R CDD Control In work Date OK PRE-REQUISITE Ready For Check RFC OK Checked Checked OK Released R Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  14. 10. Global View : Released R 3D Part CDD Control 3D Part 3D Product 2D Part 3D Part R R Smarteam Control CDD Control 2D Part 3D Part 2D Product 2D Part R CDD Control R CDD Control In work Date OK PRE-REQUISITE Release = a.01 become a. Ready For Check RFC OK Checked Checked OK Released R OK Nota: CDD/CDN control = components must be controlled BEFORE doing the assembly validation Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  15. 11. The ‘Cancelled’ When? - During the quality control.. … when the designer wants to modify the 3D/2D while the documents are in RFC / Checked Designer: ”Ok my documents are ready to be controlled “ → Mail Designer: ”Excuse me but I want to modify my document” → Mail New version in Work (Old is cancelled) … when the controller for the ISO refuses to validate the 2D (thus also the 3D) ISO Controller: “It’s not correct for me” → Mail Designer begins the modifications. New version in Work (Old is cancelled) … when the controller for the Functional refuses to validate the 2D (thus also the 3D) Controller for Functional: “It’s not correct for me” → Mail Designer begins the modifications. New version in Work (Old is cancelled) a.01 RFC a.01 Cancelled a.02 RFC C.O C.I a.02 a.02 CDD: ISO RFC a.01 Cancelled a.01 C.O C.I a.02 RFC a.02 a.02 CDD: ISO a.01 CDD: Functionnal Checked RFC a.01 Cancelled a.02 RFC C.O C.I a.02 a.02 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  16. 12. Impact of the ‘Cancelled’ Cancelled C.O C.I 3D Part Cancelled RFC RFC 3D Part 3D Product 2D Part 3D Part Checked Cancelled Cancelled RFC 2D Part 3D Part 2D Product 2D Part R Cancelled Checked RFC Checked OK PRE-REQUISITE Cancelled OK Cancelled Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

  17. Conclusion A new process tool is going to be born: With this tool, we’ll be able to validate the 2D/3D parts or the 3D alones. Through this presentation, you can see where our - PLM-WG members - thoughts are leading us to. Your suggestions are welcome! Please, contact the PLM-WG. Thanks. Gilles Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

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