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Copyright © 2005 Variantum OyFile: PDM_051019 Slide—1
T-86.5141ENTERPRISE SYSTEMS ARCHITECTURE:
Product Data Management
Asko MartioVariantum Oy
19.10.2005
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—2
Variantum Oy
� New Finnish company, established 2002, 9 owners� Roots in Product Data Management Group (PDMG) of HUT,
established in 1992� First big project: EDMS for KONE Oyj, first remarkable document
management system in Finland. Today’s status: over 1 000 000 documents, over 3000 active users. PDM and configurable product related research projects with approx. 20 Finnish companies.
� Best imaginable technological know-how� 3 D.Sc. (Tech), dissertations within configuration domain, 1 Lic. Sc.
(Tech), 4 M. Sc. (Tech)� approx. 50 man-years of industrial experience in different management
positions
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—3
Variantum products
System products� VariSelect, Product family selection tool to highlight product
properties and their differences � VariSales, Sales configurator for sales order definition� VariProd, Production configurator that creates Bill of Materials
required by the specified product variant (configuration) for the ERP system
� VariPDM, PDM system for product, document, product model and workflow management
Service and support products� Expert services for consultation, system training and implementation� After sales support services
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—4
Contents
� References, terminology� Definition of PDM� Background, motivation for PDM� PDM Functionality� Architecture� Summary
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References
� Kenneth G. McIntoshENGINEERING DATA MANAGEMENTA Guide to Successful Implementation, McGraw-Hill Inc.
� Antti Sääksvuori, Anselmi ImmonenTuotetiedonhallinta PDM,Talentum Media 2002
� Hannu Peltonen, Asko Martio, ReijoSulonenPDM - Tuotetiedon hallinta,IT Press 2002
� M. Eigner, R. StelzerProduktdatenmanagement-Systeme, Springer 2001
� I. Crnkovic, U. Asklund, A. P. DahlqvistProduct Data Management and Software Configuration Management, Artech House, Inc. 2003
� John StarkProduct Lifecycle Management, Paradigm for 21st century Product realisation, Springer 2004
� Rodger BurdenPDM: Product Data Management,Resource Pub 2003
� www.cimdata.com
� www.pdmic.com
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Terminology: PDM
Almost any combination of terms is used, PDM (Product Data Management) and PLM (Product Life-cycle Management) seem to be most common
PDM
PIM
EDM
TDM
TIMProduct
Data
Management
Information
Engineering
Technical
DocumentEnterprise
PDT
Technology
Electronic
cPDm
Collaborative
Asset
DefinitionLifecycle
PLMPAM
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Definition: Product
� Result of industrial activity general concept� Product family, brand, model, abstract class (cannot
type, product class, be manufactured) configurable product
� Product configuration, concrete class fixed product (can be manufactured)
� Product individual physical artifact, service activity
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Definition: Product Data (CIMdata)
� All product related information � Paper documents� Digital files:
� Document files: specifications, configurations, purchase orders
� CAD drawings, models, assemblies, parts lists
� CAE analysis, NC programs and plans
� Information stored in data bases
� PDM manages three different product data life-cycles� Product type life-cycle:
� product development� approval and change processes� beginning and end of production
� Product individual life-cycle:� engineering� production, maintenance, recycling
� Product process life-cycle
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Definition: PDM
� ISO 13584-10 Parts Library:A representation of facts, concepts, or instructions about one or more products in a formal manner suitable for communication, interpretation, or processing by human beings or by automatic means.
� Crnkovic, Asklund, Persson Dahlqvist (2003):PDM is the discipline of controlling the evolution of a product and providing other procedures and tools with the accurate product information at the right time in the right format during the entire Product Life Cycle
� PDT (Product Data Technology)-advisory group:Product Data Technology includes all aspects of the definition and methods of processing information pertinent to product throughout its development and operational lifecycle.
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Definition: PLM (CIMdata)
What is Product Lifecycle Management (PLM)?A strategic business approach that applies a consistent set of business solutions in support of the collaborative creation, management, dissemination, and use of product definition information across the extended enterprise from concept to end of life –– integrating people, processes, and information
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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 and product individual and production process life-cycles
� PDM system does not create new product data
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� Increased competition� Global markets, aggressive market behaviour� Shrinking budgets, lower production costs� Products are becoming more complex, exploiting more
technologies and built in vast number of variants� Quality requirements (ISO 9000 etc) and customer
responsiveness are increasing� Global manufacturing (expanded teaming)� Government and industry standards� Less time and money for hassling
PDM motivation:Changing business environment
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Concurrent engineering provides
� Faster product development with less cost
� Shorter time to market, early feedback of design implications
PDM motivation:Concurrent Engineering
Concurrent engineering requires� Rapid and effective cross-team
communication even when teams and product data are geographically spread
� Integration of heterogeneous design environments (software & hardware)
� Supplier and customer participation� Fast decision making based on hard
product data
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PDM motivation:Data integration by system integration
CAD
Design/Engineering Purchasing & Finance
Production Process/Plant
MRP System
Customers Suppliers
Project Management
Manufacturing
Sales/Marketing& Customer Service
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QualityDone right first time
Labor Costs
Other benefitsCultural change
ProductivityRe-use of information
Direct costsReduce labour costs
TimeIncrease profit margins by faster
time-to-market
PDM costs and benefits
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� PDM system benefits� direct cost savings� faster time-to-market benefits� change management savings� indirect cost savings
� improved quality
� other savings� PDM system costs
� hardware, software licences� system tailoring, system integration, installation, training� system maintenance
PDM costs and benefits
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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 Division
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PDM market status today
� PDM is now validated and accepted to support major initiatives in big companies� a “big picture” has emerged
� SMEs adopting light weight versions� A lot of alternative systems
� no dominant player� consolidation seems to be taking place
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PDM Functions
As PDM becomes implemented across
different industry sectors, functional priorities change.
Littlesupport
ProgramManagement
Product StructureManagement
Classification& Retrieval
partno Length
Screw
axy1234 10 mm
zvy3245 20 mm
dgf2345 30 mm
Workflow and ProcessManagement
ECOECO
Data Vault and DocumentManagement
Drawings/Documents
NC
3D
SPEC
+ Support utilities
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Data vault
� Central storage for� Documents� Product configuration data� Product model data� Product individual data
� Maintains revision and status data (e.g. electronic approval)
� Files (drawings, documents, etc.) are managed as “objects”
� Check-out and check-in control� Browse/reporting
� Benefits� Secure, distributed storage of
data� Elimination of redundant files� Managed data sharing among
team members� Managed electronic review and
approval� Management of data
relationships
� Based often on commercial relational data bases
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—23
Data vault
PDM Server
Meta-Database
data
Managed referenced files
Object: DocumentDate: 1/1/95Project: MotorPart #: 8893-0ARevision: 2.3ADocument #: 4569-29File: A:\PDM\doc\motor\...Application: MS-Word 6.0
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—24
� Item definition� Items from the PDM point of
view are those product related business objects which are frequently referred in product related processes, e.g. products, materials, documents, resources, activities. Use of standard items makes management and business transactions easier
PDM items
� PDM corner stones� Item categories
� Physical items� systems, assemblies, parts,
components, accessories
� Document items� Product models and
software� Service items
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Item views
� Life-cycle view� Item revisions
� Classification (type) view� Classification according to
product properties� Classification hierarchy
� Status view� Item approval level� Item efficiency
� Language view
� Structure view� Structures dependent on
processes� Sales (offer, sales order)
structure� Design structure� Manufacturing structure� Delivery structure� Installation structure� Maintenance structure
� Physical product structure � Functional structure� Spatial structure
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Item classification
� To search and browse items efficiently� Because the number of different item classifications
should be small, from the data maintenance point of view, item classification is usually a compromise of different classification requirements
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Item classification methodsExample
� Specifying code
� Parametric class hierarchy
� ISO 13584 Part Libraries� IEC 61360 Standard data element types with associated
classification scheme for electric components
A Basic mechanical materials and components
A2 Non-ferrous metals− A20 Sheets
and strips• A202 Coated
sheets and strips
Fasteners (Length, diameter)
Screws (Length, diameter, thread length)
− Cross head screws(Length, diameter, thread length, head diameter, standard)
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Basic item data
� Identification� Generally approx. 8 character
code� Classifying v. non-classifying� Local v. enterprize wide
� Description� Generally approx. 40
characters of cler text
� Classification� Helps to find items
� Revising� Revising method� Revision identification
� Variants� E.g. color, package, size
variants
� Status (recommendation class)
� Manufacturers, vendors� Other data
� Big systems: approx. 300 fields/item
� Item is to specified to the level that is required by its user
� Reference documents
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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
predecessor immediately or after a transition period. Therefore,the new revision must be compatible (form, fit and function) with its predecessor.
� Variant. Variant concept is sometimes used for products, parts and items with small differences. An item in this group is related to a higher-level product type.
� Independent item. An item in this group is neither a variant nor a revision of any other item. The relation to its origin is lost. Example: a new independent product
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—30
Item approval status
� Item status is connected to the readiness and usability of the item. When the item status changes the item does not otherwise change.
� Design status� in design� ready for checking� checked� approved� change proposal pending� withdrawn
� Status of purchased components� in design� ready� checked� pre-release (to be used in pilot
production only)� standard item� special, e.g. only 1
manufacturer� not to be used in new
designs� replaced by another item� spare part only� not available
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Document management
� Which document types?� Identification method for
documents, document revisions and variants
� Document original: file or archive original?
� Approval of documents� Security archives� Document tool integration to
PDM� WWW user interfaces
� Document structure� Document revisions� Document variants
� Equivalence of documents written in different languages
� Multilingual documents
� Subdocuments� Multipage drawings� Figure files� 3D models
� Representations� Original,, viewing and printing
formats
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—32
© 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and Integrating Product Data Management and Software Configuration Management”
Figure 2.5 Quantified BOM of a bicycle.
Tire HubSpoke
1 32 1
Saddle
Bicycle
Pedal WheelsHandlebars Frame
1 2 1 2 1
Product structure
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—33
Product (breakdown) structure
� defines the relations between the product (highest level item) and its non-decomposable (from the structure definer’s point of view) components (lowest level items)
� consists of recursive ending has_part relations between items� can include links to items which are not parts of the product� is also technology, process and view related (as any product
model)� most common views: product (design/manufacturing), location
and function
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—34
Product (breakdown) structure -general
� All structure items represent elements which can be delivered with 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 is required as support information.
� Physical products include only physical objects as components:� non-partable (atomic) component, e.g. bolt, integrated circuit,
cardboard package box, user manual� multipart component
� subassembly, e.g. phone receiver� kit (group, no assembly process), e.g. installation accessories
� other material, e.g. 50 m rope, 3 l oil
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—35
Variants
Revisions
Can
1111 Rev1
Lid
2222 Rev1
Bottom
5555 Rev1Cylinder
Container
3333 Rev1
Cylinder large
4444 Rev1
Cylinder large
4444 Rev2
Cylinder large
4444 Rev3
Cylinder medium
4333 Rev3
Cylinder small
4222 Rev1Cylinder large
Part
Assembly
© 2003 Crnkovic, Asklund, Persson Dahlqvist, ”Implementing and
Integrating Product Data Management and Software Configuration Management”
Example of different product structures
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—36
Documents 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 structure
Documents and product structures
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—37
In addition to document links other type of items can be attached to product structures�Product - jigs, fixtures�Product - tools�Product - embedded software�Product - NC software
References
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—38
1 Quality2 Attributes3 Materials4 Process
Assembly drawing and BOM
Test Data
Analysis Report
Marketing Definition
Phone Receiver
Product structure links
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—39
1 Quality2 Attributes3 Materials4 Process
1 Quality2 Attributes3 Materials4 Process
Assembly drawing and BOM
Test Data
Analysis Report
Marketing Definition
Phone Receiver
Revision A
Revision B
Revision A
Revision B
Revision A
Revision B
Revision A
Revision ARevision A
Revision A
Revision A
Revisions
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—40
Modelling concepts
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Copyright © 2005 Variantum OyFile: PDM_051019 Slide—41
Structure management
� Structure creation/maintenance� Part-to-part-to-document relationships (BOM +)� Abstract structure relationships� Product individual relationships
� Structure variations� Revisions, variants, options, and effectivities� Multiple product structure views
� Structure integration� Configuration control via change processes� BOM synchronisation with MRP, CAD, ...� Analysis tools (cost roll-ups, ...)
� Structure browse/reporting
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� Defined and automated workflow/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� etc
Workflow management
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—43
� Change request (ECR, Engineering Change Request)� Internal and external product claims and messages
� Change proposal (ECP)� Consolidation of change requests� Evaluation of change effects
� Change order (ECO)� Decided change actions
� Change follow-up� Registration of accomplished actions
Change process phases
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—44
� Communications, E-mail � Data transport� Data translation� Viewing and annotation� Image services� Administration
� System security control� System management� Password management
Utility functions
� Data security services� data redundancy, disk
mirroring� fault tolerant disks, RAID-
technology (Redundant Array of Inexpensive Disks)
� automatic back-ups� data encryption
� Authentication services� Authorisation services
� viewing authorisation� change authorisation
(approvals, document creation and changes, etc.)
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—45
PDM system architecture
Application UserCAD/CAM, NC, Purchasing
Documentation, Etc.
CADPrivate Files
Managed Files
PDM Server
Meta-Database
data
PDM UserMultiple Applications
datadata
control
WEB server
WEBUser
IntranetObject: DocumentDate: 1/1/95Project: MotorPart #: 8893-0ARevision: 2.3ADocument #: 4569-29File: A:\PDM\doc\motor\...Application: MS-Word 6.0
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—46
PDM Functions
Major focus ofcurrent
developments
Generally supported
Some support, independents
establishing market
As PDM becomes implemented across
different industry sectors, functional priorities change.
Littlesupport
ProgramManagement
Product StructureManagement
Classification& Retrieval
partno Length
Screw
axy1234 10 mm
zvy3245 20 mm
dgf2345 30 mm
Workflow and ProcessManagement
ECOECO
Data Vault and DocumentManagement
Drawings/Documents
NC
3D
SPEC
+ Support utilities
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—47
PDM system selection andimplementation
� Project definition� Evaluation of the current
status� System scope definition� Prioritised requirements/
feature summary / configuration plan
� Short list selection evaluation� Request for proposals� Demonstration / benchmark
requirements
� Demonstration / benchmark Evaluation
� Reference visit agenda� Reference visit evaluation� Proposal evaluation� Pilot project definition� Pilot project implementation
log� Pilot project analysis (vs.
benefit targets)� Final evaluation summary and
report
Copyright © 2005 Variantum OyFile: PDM_051019 Slide—48
PDM Summary
� Organisations which do not take PDM seriously will face difficulties
� The following factors increase PDM importance:� organisation size� internationality� product complexity� number of product variants
� PDM system implementation without management support becomes a failure