Product Data Management (PDM)

Simplifying the complex enterprise…

 Product Stages

Product
Lifecycle

March 21, 2019

 Data Generation in Different Phases
• Documents
• Reports
• 3D models
• Drawings
• CNC programs
• CAE data
• Support Documents
• Feed Back Documents

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 Challenges in Data management
 Where is the file stored by me?
 Who made the changes in file?
 How can I find the duplicates?
 How can I find whether the product manufactured is based on
latest revision in the product or not?
 How can I get the links of different parts in the assembly?
 Is my cad data secure?
 How much time I am wasting to find a particular part or asm?
 How can I involve a global supplier, customer, manufacturing
engineer in the design process (C.E. philosophy)
 How can I attach the other information related to the product?
 How can I find in how many product a part / subassembly is being
used.
 How can I automate the design workflow?

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 Time Spent By Engineer

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 Critical Need in Design phase
To find the right part early in the design phase is critical to the long
term profitability of the product.

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 PDM
 Need?
 Define PDM/PIM/EDM/Document Management.
 What PDM system Facilitates.
 PDM Functions:
 Vaulting
 Structure Management
 Workflow management
 Engineering Change Management
 Messaging and Collaboration
 CAD Data Management
 PDM Benefits
 PDM Future
 PLM Evolution
 Difference between PLM and PDM
 Life cycle processes interaction with PLM KB
 Technology S-Curve

March 21, 2019

 Why do we need PDM? Avoid Risk
An activity that avoids some risks

 Product not meeting specification.

 Failure to reuse existing designs and parts increases cost and time to
market.
 Product recalls.
 Product late to market.
 Product development project failing.
 Late breaking configuration changes.
 Damage use to the company image.
 Loss of customer concerned due to product problems.
 Revenues loss to competitors.
 Reduce profit.
 Engineers spending over 60% of time in creating, storing, searching and
transmitting data.

March 21, 2019

 What is PDM? A business Need
Product is Important

 System which enables engineer to manage product development

and data associated with it.
 Management of data created by CAD/CAM/CAE used in product
development.

-Increase product revenue.

-Reduce product related cost.

• PDM provides Engineering and Design teams the ability to
concurrently manage their electronic data during the design and
manufacturing processes

• PDM manages access to revised documents, eliminating the worry

if it is the original, or the latest revised copy

• PDM systems provide document security by adding controls in

areas where released or production- ready documents reside

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PDM Supports Whole Product Life Cycle

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 Facilities By PDM System
 Data Vault, Access and Security Management.
 Product Structure and Configuration Management.
 Product Data and Document Management.
 Workflow and change management.
 Program, project and resource management.
 Messaging and collaboration facilities.
 CAD data visualization, translation and integration.
 Single interface with multiple data sources.
 Standard Part Library and Catalogue management.

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 PDM System

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 PDM Functions- Vaulting
 Data Vault Management:
 Single source of all data
 Product Specification
 CAD Models
 Simulation Results
 Other Data (Technical Publication, Manual)
 Data Check Out and Check Facility
 Maintaining History of Revisions
 Supervision of data access by individual
 Security system may change with project progress
 Data classification and search facilities
 Divide large assemblies for team design work.

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 PDM Function- Vaulting
 Vault is secure place for storage of electronic information (files &
Metadata)
 Vaults are used to control and secure information regarding version
handling and access control

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PDM Function- Structure Management
 Create and Manage
 Product structure:
AssembliesSubassembliesParts
 Product Configurations
 Parts List or BOM
 Relation between parts (Links)
 Multiple Product Structure Views
 Establish rules to assign unique no. to parts
 Facilitates interchangeability
 BOM comparison reports

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 PDM Function- Product Structure
Configuration control: facilitate the definition and
management of product configurations.

Manage the development and selection of product

variants including platforms, options, alternates,
and substitutes.

Link product definition data to the structure.

Allow various domain specific views of a product structure.

Transfer product structure and other data in both directions

between PDM and ERP systems.

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 PDM Function- Product Structure

March 21, 2019

PDM Function- Workflow Management

This includes defining the ordered steps in the process, the rules
associated with the steps, the rules for approval of each step,
and the assignment of people to provide approval support.

 Automatically pass results of one task to next task.

 Issues alerts about waiting or completed work.
 View resources and deliverables in overall process.

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 PDM Function- Workflow
(Release, change, approval)

March 21, 2019

 PDM Function- Engineering Change
Management
Change Management (CM) is the formal process of proposing, controlling,
and approving changes to a product’s definition and configuration.

 Control changes, route changes and approval.

 Facilitate analysis and evaluation of change.
 Automatic documentation of revision history.
 Notification of change to team members.
 Reflect change in other enterprise system.

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 PDM Function-Program and Project
Management
Program management provides functions to define a work breakdown
structure; a hierarchical network of tasks and sub-tasks necessary to
complete a project.
 Project tracking
 Progress Reporting
 Real time resource scheduling
 Status and location of deliverables
 Identifying individual working

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 PDM Function-Messaging and
Collaboration
 Data transfer between people and program
 Notification of changes
 Messaging (request & feedback)
 Discussion boards

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PDM Function- CAD Data Management

 Parts and Assembly management

 Translation between different CAD formats
 Drawing and Markup
 Parts and Assembly Visualization

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 PDM Function- Product Viewing

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 PDM Benefits
 Data Integrity
 Improved design and manufacturing accuracy
 Create or captures once, reuse many times
 All team members work on the same latest data set

 Improved Productivity
 Eliminate non productive time search,retrive etc
 Retrieve, modify and reuse similar design routinely
 Data access to entire team, enabling concurrent engineering

 Higher Creativity
 By access to all relevant documents, test results
 Reduced risk of failure by problem sharing and solving

 Better control of projects

March 21, 2019

PDM Future  PLM (Fastest Growing IT)
• PDM system will cover more aspect of product lifecycle
• Integration with SCM, CRM and ERP system
• Better Collaboration Experience

March 21, 2019

 Voice of the Customer – “WHY”

Capturing Requirements

Concept BOM
Collaborative Design Review
Capturing Requirements

Systems Engineering

Collaborative Design Review

Concept BOM

Systems Engineering

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March 21, 2019
Capturing Requirements

CAD
Concept BOM

Collaborative Design Review

Change Mgmt
Systems Engineering

Engineering BOM
Part Classification
CAD

Configuration Mgmt
Part Classification

Supplier Collaboration
Engineering BOM

Configuration Mgmt

Change Mgmt

Supplier Collaboration
Defining the Product -“What”
March 21, 2019
Capturing Requirements

Concept BOM

Collaborative Design Review

Systems Engineering

Bill of Process
CAD
Shop Floor Review

Part Classification

Manufacturing BOM
Program/Project Mgmt

Engineering BOM

Configuration Mgmt

Process Quality and Validation

Change Mgmt

Supplier Collaboration

Shop Floor Review

Program/Project Mgmt

Manufacturing BOM

Bill of Process
Process Quality and Validation
Defining the Mfg Processes - “How”
March 21, 2019
Capturing Requirements

Concept BOM

Collaborative Design Review

Ergonomics
Systems Engineering

Plant Layout
CAD

Part Classification

Engineering BOM
Publications and Manuals

Configuration Mgmt

Change Mgmt
Factory Flow & Line Simulation
Supplier Collaboration

Shop Floor Review

Program/Project Mgmt

Manufacturing BOM

Bill of Process
Process Quality and Validation

Publications and Manuals

Ergonomics

Plant Layout
Manufacturing Simulation - “How”

Factory Flow & Line Simulation

March 21, 2019
Capturing Requirements

Concept BOM

Collaborative Design Review

Systems Engineering

CAD

Part Classification

Engineering BOM

Integration of Processes
Configuration Mgmt
PLM

Change Mgmt
Integration of processes

Supplier Collaboration

Shop Floor Review

Program/Project Mgmt

Manufacturing BOM

Bill of Process
Process Quality and Validation
Optimization of individual processes

Publications and Manuals

Ergonomics

Plant Layout

Factory Flow & Line Simulation

March 21, 2019
Capturing Requirements

Concept BOM

Collaborative Design Review

Systems Engineering

CAD

Part Classification
Strategic Sourcing
Engineering BOM
Change Management

Integration of Processes
Configuration Mgmt
PLM

Commonization and Reuse

Change Mgmt

Supplier Collaboration

Shop Floor Review

2. Integration of processes

Program/Project Mgmt

Manufacturing BOM

Bill of Process
Information Exchange and Synchronization
Knowledge-driven Design and Manufacturing

Process Quality and Validation

Publications and Manuals

Optimization of individual processes

Ergonomics

Plant Layout

Factory Flow & Line Simulation

March 21, 2019
Capturing Requirements

Concept BOM

Collaborative Design Review

Systems Engineering

CAD

Part Classification
Strategic Sourcing
Engineering BOM
Change Management

Configuration Mgmt
PLM

Commonization and Reuse

Change Mgmt

Supplier Collaboration

Shop Floor Review

2. Integration of processes

PLM Platform – Manage & Collaborate Program/Project Mgmt

Manufacturing BOM

Bill of Process
Information Exchange and Synchronization
Knowledge-driven Design and Manufacturing

Process Quality and Validation

Publications and Manuals

1. Optimization of individual processes

Ergonomics

Plant Layout

Factory Flow & Line Simulation

 What is PLM?
A catalyst for cultural change...

March 21, 2019

 Product Lifecycle
PDM and Product Development is important part of PLM

March 21, 2019

 PDM has evolved
….to PLM

Requirements Project
Visualization Collaboration CAD Integration
Management Management

Part Family CAD

geometry
Document

System Change Notice Workflow

hierarchy

PDM Foundation

Service
Manual

Process Operation Station Resource

March 21, 2019
Digital Manufacturing Maintenance Repair & Operations
 Technology S-Curve

March 21, 2019