Engineering Documents Engineering Documents Manager – EDMManager – EDM

An assistant to process large An assistant to process large engineering Excel, PDF and Word files engineering Excel, PDF and Word files

easily and efficientlyeasily and efficiently

Engineering Documents Manager – EDMEngineering Documents Manager – EDM

Overview

Functions and operations

• Open a new job and load related files to EDM database• Modify Excel files • Audit Excel files• Create Excel files• Search related information between Excel and PDF files• Search related information between Excel and Word files• Get statistics from different files• Explore and manage all files in a EDM job

OverviewOverview

Goal: Provide an unified software application to process Excel, PDF, Word and other files. It helps project engineers (especially instrumentation control engineers) to easily and efficiently process large engineering Excel files. Allows project engineers to get with one click all information needed for design or configuration, also helps EPC engineers and designers to provide a high quality work package.

Functions: Audit and modify engineering Excel files; create new engineering Excel files; customized search from related Excel, PDF and Word files; Get various statistics from different Excel files; Explore and manage all files in EDM job.

Open a new job and load related files to EDM databaseOpen a new job and load related files to EDM database Project engineers and designers usually process different engineering files for different tasks at different times. In EDM we call these tasks jobs. When you start a new job in EDM, you will be asked to name the new job and load related Excel files to EDM Database first. For demonstration we created four Excel files with one sheet each. They are “Test Alarm Assignment.xls”, “Test External Cable.xls”, “Test Instrument Index.xls” and “Test IO Assignment.xls”. We open a new job named “Job For Demonstration”, and load the four Excel files to EDM Database.

Open a new job and load related files to EDM databaseOpen a new job and load related files to EDM database

Loaded and opened “Test Instrument Index.xls” in first file folder of EDM

Detail information of each record or

row

Open a new job and load related files to EDM databaseOpen a new job and load related files to EDM database

Loaded and opened “Test IO Assignment.xls” in second file folder of EDM

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It shows how many columns and

rows in this Excel file

Modify Excel FilesModify Excel Files

Loaded and opened “Test External Cable.xls” in modifying file folder of EDM

EDM provides wide choices for project engineers and designers to modify Excel files easily

Next slide will show modified Cable Names

Different modifying functions for different purposes

Modify Excel FilesModify Excel Files

Modified “Test External Cable.xls” in modifying file folder of EDM

Cable Names in “Test External Cable_Test Cable” have been modified

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Modified Cable Names

Audit Excel FilesAudit Excel Files

It costs lots of time and human resource to find minor errors or incomplete data in large engineering Excel files. In order to help project engineers to find it easily and help designer to provide a high quality work package, EDM provides two auditing operations. One is general auditing: it is designed for general Excel files in all fields, such as finance, insurance, construction, engineering… The other is professional auditing, designed for instrumentation control engineering Excel files.

In general auditing, EDM will check the key columns for missing data. In addition, EDM will check the key columns for differences in data between sheets.

Audit Excel FilesAudit Excel Files

This slide shows the setup in EDM to check for differences in the same columns between “Test Instrument Index” and “Test IO assignment”. Following slides will show you Excel and Word report of auditing result

To check if “IO Type Name”, “System”, “PID Drawing” and

“Instrument Module” have different data in Excel files “Test Instrument Index” and “Test IO

Assignment”

Audit Excel FileAudit Excel FileThis slide shows Excel report of general auditing result

Found potential conflicts or mistakes of same column in different Excel files

marked with red underline

Column “System” in two Excel files

Audit Excel FilesAudit Excel FilesThis slide shows Word report of auditing result

From Word report, you can know:

1. Operation description2. Source and result

files3. Operation result

4. Location of report file

Audit Excel FileAudit Excel FileThe second audit option is professional auditing. Professional auditing can check:

Potential conflict between Tag Number and Loop Name

Potential conflict between Tag Number and IO Type Name

Potential conflict between Tag Number and Location

Potential conflict between HH Alarm and Hi Alarm

Potential conflict between LL Alarm and Lo Alarm

Potential conflict between High Alarm and Low Alarm

And more…

Audit Excel FilesAudit Excel FilesThis slide shows the setup for professional auditing to check for potential conflict between Tag Number and IO Type Name

To check the potential conflict between “Tag Number” and “IO Type Name” in Excel file1 “Test

Instrument Index”

Audit Excel FilesAudit Excel FilesExcel report for professional auditing for potential conflict between Tag Number and IO Type

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Found potential conflicts or mistakes marked with red

text

Create New Excel FilesCreate New Excel FilesAnother highlight of EDM is the ability to help project engineers and designers to create a new Excel file easily

The following demonstrates the ease to create a new Excel file in EDM. In this example EDM will create a new file with 5 columns. Setup in this example is: Created New File Name: Created by EDM for DemonstrationCreate New File by New RuleNew Rule Name: The Rule for Demonstration

In this example EDM will use rule “The Rule for Demonstration “ to automatically create the new file “Created by EDM for Demonstration” with five columns:

Column 1 is directly from File1 column1Column 2 is directly from File2 column2Column 3 is related to File1’s column 3 and File2’s column 3; these

two column value joined together by customized string “ This string is added by user and between File1 col3 and File2 col3“(typed by customer)

Column 4 is a simple column with customer typed string “This string is added by user for column 4”

Column 5 is without data in purposely

Create New Excel FilesCreate New Excel FilesThe setup for this example to create a new file named “New File Created by New Rule for Demonstration” with five columns

It is so easy to create a new file that you only need to do:1. Give names to new file, new rule and new columns

2. Choose how to get data for new column3. Type customized string for new column if it needs 4. Click “Add New Column” and “Create New File” buttons

Create New Excel FilesCreate New Excel FilesThe Excel report for created new file named “New File Created by EDM for Demonstration”

This is created new file in EDM Database format; next slid will show its Excel format

Create New Excel FilesCreate New Excel FilesThe new file named “New File Created by EDM for Demonstration ” is opened in MS Excel

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Created new file will automatically be exported to Excel format from

EDM Database

Search Information Between Excel and PDF FilesSearch Information Between Excel and PDF Files EDM has integrated the ability to process PDF, MS Word and Excel files in one software environment. Given to this project engineers and designers can search information which is related PDF and Excel files easily and efficiently. They can search any data of any column in File1 or File2 in any PDF file on same screen by double click.

Double click any cell, immediately get what you

want in PDF

Search Information Between Excel and PDF FilesSearch Information Between Excel and PDF Files Search any customized text in any PDF files, and get search result list on same screen.

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Search customized text “description of tag”, and get

search result list here

EDM provided three powerful search functions for project engineers or designers to search information between Excel files and Word files easily. They are:

1. Search any information of any Excel file in any Word file

1. Open a Word file in EDM, select one Excel file

2. Double click any cell, get what you want immediately in opened Word file

2. Search customized text in opened Word file

1. Type customized text in search box

2. Click search button

3. Directly search description for any Tag Number in control narrative or philosophy

1. Open a control narrative or philosophy Word file in EDM

2. Choose “Connect Control Narrative With Tag No. In File1 or File2

3. Click “Connect Control Narrative To Tag Number” to build a interconnect between Tag Number and control narrative by adding two new columns to Excel file. One is Control Narrative Document name; the other is page number on which the most description about related Tag Number is. If you did not do this operation yet.

4. Choose Tag Number to search, and click “Go To Page” button

Search Information Between Excel and Word FilesSearch Information Between Excel and Word Files

1. Search any information of any Excel file in any Word file

Search Information Between Excel and Word FilesSearch Information Between Excel and Word Files

Double click any cell, immediately get what you

want in Word file

2. Search customized text in opened Word file

Search Information Between Excel and Word FilesSearch Information Between Excel and Word Files

Search customized text “description of tag”, and get its

location in Word file

3. Directly search description for any Tag Number in control narrative or philosophy

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Search Information Between Excel and Word FilesSearch Information Between Excel and Word Files

After building a interconnection between Tag Number and control

narrative or philosophy Word file, click “Go To Page” to find it quickly

EDM provided various statistical operations for different purposes, and classified in three group

Get statistics from different files

A. Get statistics based on two selected columns have same or different value in two files

This operation is very useful to find the difference and similarity between two different versions of same files.

B. Get statistics based on one selected common column’s value between two files

This operation provided a possibility to get cross statistics from different files

C. Get statistics based on one selected column’s value in one file

This operation can pickup any typical records in one file.

Get various statistics based on different operations for different purposes

Get statistics from different files

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Explore Job Tree to see a big and whole picture of the job

Explore all files in the job from Job TreeExplore all files in the job from Job Tree

From Job Tree, you can know:1. How many Excel files have been loaded in the

job2. Which file is in First or Second file folder

3. Which file is under modifying 4. Excel report of auditing

5. Created new Excel files in the job6. Opened PDF and Word files

7. Statistics and files in the job

Delete or export files in job from job tree

Manage all files in job from Job TreeManage all files in job from Job Tree

To delete or export a file in EDM job by right click to call up the popup menu

One exported file from job tree is opened in MS Excel

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Manage all files in job from Job TreeManage all files in job from Job Tree

Engineering Documents Manager – EDMEngineering Documents Manager – EDM

Thank you!

Presented by: Charles Li

charlesli2008@yahoo.ca 416-267-3313