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Functionalities of the PLM system • Understanding the basic functionalities of the PLM system
will allow users to adapt the application effectively.
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PLM Functionalities
Business Processes
Total solution
Functionalities of the PLM system…(2)
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1. Management of files’ status/states
2. Items Creation
3. Distribution management
4. Information search
5. Product structures management & maintenance
7. Files transfer & conversions
8. Communication and management of tasks
9. Archiving & distribution of documentation
6. Change Management
PLM
Sys
tem
1. Management of files’ status/states
• ... is able to automatically control the state of files or file attachments and their lifecycle status.
• Creation and updating files.
Check out/Check in:
~ a user requests for a file. ~ the system verifies user privileges for approval. ~ the user checks out a file. ~ changes are made . ~ the file is then returned (checked in)
2. Items Creation • Items are created based on a
certain workflow: When changes are made in documents, they becomes a new version or revision:
PLM system keeps a history log to serve the following functions:
.Viewing
■ Copying ■ Changes ■ Commenting ■ ECR ■ ECO ■ Printing
3. Distribution management • Approved documents are distributed in a process utilizing
the relevant workflows.
• This automatic distributions are done based on the processes/principles defined to the software.
• The product structure allows other related documentation to be enclosed with a document when a reference is needed.
4. Information search • Planning engineers spend 15–40% of their working hours doing
routine searches of the information and retrieving routine information.
• Facilitation of information search is through:
~classification of the information.
~ attributes.
exactness of the metadata. definition/configuration of the system.
~finding/analysis of information depends on:
4. Information search...(2) • Classification, lifecycle phase, and attribute information
allow the following searches for information to be carried out in standard PLM systems:
(a) What is the status of each drawing in a certain project?
(b) What has changed in a certain document? Who made the change and when?
(c) What changes have been made in documents related to a given project within the last two months?
(d) List all the resistors used in production, of which the resistance is greater than 5 Ω but less than 10 Ω.
(e) List all allowed suppliers for 20-Ω resistor RES123456.
5. Product structures management & maintenance
• ... one of the most important functions of the whole PLM system,
• it provides the basis of many other basic system functions.
Product structures management
version management
structural presentation
change management
configuration management
5. Product structures management & maintenance...(2)
• The product structure itself makes the presentation of
the relationships between the separate parts of
product and assemblies possible.
• The product structure can be based on:
• a generic product data model,
• a part list,
• a B.O.M. (Bill of Materials)..
5. Product structures management & maintenance...(3)
• The product structures can be viewed according to specific perspectives—e.g., engineering, manufacturing, etc.
~ derived from a single product
structure to give several discipline-dependent views.
~designers
~planners
5. Product structures management & maintenance...(4)
• Filtration/Filtering feature is used to facilitate the examination of large, complex product structures.
5. Product structures management & maintenance...(5)
• Maintaining information at too exact a level for complex products
(with tens of thousands of parts) is not practical, use a suitable level of precision.
• Using attribute information will help to clarify the information in the
normal data fields and product structure. They are:
(a) Individual product based information such as the serial
number of a sourced component in a certain product
(b) Generic – regarding generic products, product, assemblage,
parts.
(c) User-specific – remarks and notes.
5. Product structures management & maintenance...(6)
Attribute information for the product structure
6. Change Management
• ... It provides 3 important capabilities:
Controllability
Visibility
Traceability
~ the change process takes place in a controlled manner.
~ info. on completed/ forthcoming changes is emailed/notified.
~ specific stages of changed items & documents can be tracked.
Ver1.0 Ver1.1 Ver1.2
6. Change Management: ECR/ECO/ECN
~publication of items to production. ~updated documents are recorded in the file vault and assigned automatically with new version numbers (via versioning)
6. Change Management: ECR/ECO/ECN…(2)
Product structure and version history of the bicycle
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7. Files transfer & conversions
• When a user seeks an item or a document, the following is
executed:
a) for documents:
b) for CAD files:
Fetch Open
Fetch Convert Open
~the system gives access to a document after user verification.
~the system opens it in a suitable application.
~the system converts a CAD file into a format readable to the user’s system.
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8. Communication & management of tasks
• This feature of the PLM system provides the context
for collaboration in CE.
o system provides a communication forum for daily working.
• All relevant team members are constantly and
automatically notified of the events related to their
tasks (as dictated by the workflow).
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9. Archiving & Distribution of documentation
• Legacy of paper drawings and documents could be
electronically archived.
Scanning Archiving
~paper dwg’s/doc’s are scanned using large scanner into suitable formats.
~scanned and saved dwg’s and doc’s are stored in electronic form in the vault.
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Example of an Advanced Search
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Example of Multi-Level B.O.M.
Example of a Workflow.
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Example of a Classification scheme
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Example of a document change
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Example of Meta Data