PDM Tips

Saturday, January 21, 2006

CHARACTERISTICS OF PDM SYSTEMS

1. Single Repository --- only one copy of any one document exists at a time, and is centralized. No more the problem of stray-copies that vary from the origin.

2. Data Vault --- the single, central location data vault provides the ideal foundation for the new characteristics of a PDM system; security.

3. Ease of Access --- some PDM systems use page locking rather than record locking, this allows access to almost any data. Some go further and allow even those pages that are locked by another user to be accessed in read-only mode.

4. Audit Trails --- an audit trail of all changes made to documents is kept within the PDM system. To assist in maintaining an accurate and secure system, PDM keeps all copies of previous revisions in an archive. This provides integrity with only one active, original document in existence at a time, while maintaining backups and traceability in the event of questions.

5. Multi-Classification --- Product data is heterogeneous in nature. for example, files can be technical publications, BOMs, text, spreadsheets, video, audio, drawings, computer models, purchase orders, etc. They are grouped by "type" in the PDM database. However, these documents are also filed by type of document, author, customer, supplier, date (created, shipped, accessed, due, etc), dollar value, file size, and other classifications. Documents are grouped and classified in multiple ways, forming a network or hierarchical tree-like retrieval structure, or a matrix.

6. Fast Retrieval --- the Multi-Classification allows fast retrieval of documents. PDM system classify data for quick identification and easy retrieval by the ERP application or by its users.
7. Attribute Handling --- Components and manufacturing assemblies can also be classified. These parts not only fall within certain categories or grouping but can have specific attributes attached to them; this was a feature that was missing from many early ERP systems. Most PDM systems today go a step further and use complex configuration-logic to add dependent and/or optionally available attributes to components. These attributes, for example, may only be available under certain conditions. An example of an optional attribute would be color; a filing cabinet comes standard in black but the customer can request it in beige, but the two-drawer cabinet may not have this option. The handling of these options was difficult logic to incorporate into earlier systems and was often not seen as necessary.

8. Revision Control and Lifecycle Management --- Document revision control is handled automatically by PDM, always allowing the user access to the latest revision. BOMs, drawings and other documents that are sensitive to change control are automatically moved between the central valid document repository and the archives. Documents, much like products, have a lifecycle. PDM systems can manage documents based on criteria specified about the class or classes into which the data fall. An example of lifecycle management of a document might be the retirement of a document based on non-active. A BOM that has not been used for five years or ten years might be considered to be obsolete and could automatically be retired by the PDM system to an archive.

9.Notification --- The function of notification is nothing but house keeping, simply letting the right person be notified at right time, which will push the project keeps moving. For example, an engineer can be notified by the PDM system that the document he sent to the engineering committee was approved and is ready for his attention.

10.Workflow Management --- Workflow management provides engineers the information needed to accomplish the next step in the process. It also allows those working on designs to have the relevant change history and interdependencies visible. Workflow provides a sandbox for an engineer to try, thousands of iterations if needed in the design process and provides a review and approval process. Peers are able to easily review and contribute to relevant design improvements, and managers are able to track the progress of a project and to provide approval upon completion. If an engineer submits a job, also known as a packet, to a peer for review, the rights to modify the packet remain with the original engineer.

11. Facilitation of Concurrent Engineering --- In PDM, not only can several engineers work simultaneously on a particular project but also multiple departments can be working concurrently the project. This feature improves time-to-market for new products.

12. Intelligent Data Retrieval --- PDM functions as an expert-system providing intelligent data because of the way it is designed and implemented.

13. Direct Material Sourcing --- DMS is a method of integrating suppliers into the product development process to produce best total cost products in quicker times. DMS tightly interfaces with the supply chain allowing purchasing, product-development, and manufacturing, to quickly and effectively track engage to supplier base; it should help leverage contracts, track sourcing history, address supply risks, and effectively analyze thousands of sourcing alternatives, and suggest optimum solutions.

14. Product Portfolio Management --- PPM is the grouping and control of all the data from multiple departments. It includes the management of engineering data, manufacturing data, purchasing data, and accounting data.

15.Customer Needs Management --- CNM is the process that PDM software uses to gather, process, track, forecast, and integrate the customers' requirements into the product procurement, design, production, and delivery. While direct materials sourcing looks at the supplier chain, CNM looks at the customer side of the supplier chain seeking to seamlessly integrate the customers' input into every aspect of the product.

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