Functionalities of the PLM system

 Understanding the basic functionalities of the PLM system

1

will allow users to adapt the application effectively.
1. Management of files’

status/states

6. Change Management
PLM System

2. Items Creation
3. Distribution management 4. Information search

7. Files transfer & conversions 8. Communication and management of tasks 9. Archiving & distribution of documentation

5. Product structures management & maintenance

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. ~ a user requests
Check out/Check in: file.

for a

~ the system verifies user privileges for approval. ~ the user checks out a file. ~ changes are made . ~ the file is then returned (checked in)

they becomes a new version or revision: PLM system keeps a history log to serve the following functions: . Items Creation  Items are created based on a certain workflow: When changes are made in documents.2.Viewing Copying ■ Changes ■ Commenting ■ ECR ■ ECO ■ Printing ■ .

 The product structure allows other related documentation to be enclosed with a document when a reference is needed. 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.3. .

4. Information search  Planning engineers spend 15–40% of their working hours doing routine searches of the information and retrieving routine information. ~ attributes.  Facilitation of information search is through: ~classification of the information. . ~finding/analysis of information depends on: exactness of the metadata. definition/configuration of the system.

. 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.(2)  Classification. Information search.. lifecycle phase. of which the resistance is greater than 5 Ω but less than 10 Ω. (e) List all allowed suppliers for 20-Ω resistor RES123456.4. .

5. structural presentation change management configuration management version management Product structures management .. one of the most important functions of the whole PLM system.  it provides the basis of many other basic system functions.. 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..O.. • a B.M. • a part list. (Bill of Materials). Product structures management & maintenance.5. .

~planners . etc. Product structures management & maintenance.(3) • The product structures can be viewed according to specific perspectives—e. engineering..5.. manufacturing. ~designers ~ derived from a single product structure to give several disciplinedependent views..g.

.. Product structures management & maintenance..(4) • Filtration/Filtering feature is used to facilitate the examination of large. complex product structures.5.

parts. • 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.. Product structures management & maintenance.5. assemblage. use a suitable level of precision. (c) User-specific – remarks and notes.(5) • Maintaining information at too exact a level for complex products (with tens of thousands of parts) is not practical..

(6) Attribute information for the product structure .5.. Product structures management & maintenance..

Traceability ~ specific stages of changed items & documents can be tracked. It provides 3 important capabilities: Controllability ~ the change process takes place in a controlled manner.2 . Ver1. on completed/ forthcoming changes is emailed/notified.6.0 Ver1... Change Management • .   Visibility ~ info.1 Ver1.

~updated documents are recorded in the file vault and assigned automatically with new version numbers (via versioning) . Change Management: ECR/ECO/ECN ~publication of items to production.6.

Change Management: ECR/ECO/ECN…(2) Product structure and version history of the bicycle .6.

b) for CAD files: Fetch Convert Open ~the system converts a CAD file into a format readable to the user’s system. 16 . the following is executed: a) for documents: Fetch Open ~the system opens it in a suitable application. Files transfer & conversions • When a user seeks an item or a document. ~the system gives access to a document after user verification.7.

8. 17 . 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). Communication & management of tasks • This feature of the PLM system provides the context for collaboration in CE.

Archiving & Distribution of documentation • Legacy of paper drawings and documents could be electronically archived. 18 . Scanning ~paper dwg’s/doc’s are scanned using large scanner into suitable formats. Archiving ~scanned and saved dwg’s and doc’s are stored in electronic form in the vault.9.

Example of an Advanced Search 19 .

M. 20 .Example of Multi-Level B.O.

Example of a Workflow. 21 .

Example of a Classification scheme 22 .

Example of a document change 23 .

Example of Meta Data 24 .