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Introduction to the future document lifecycle tool User point of view 27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 1

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Introduction to the future document lifecycle toolUser point of view

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 1

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 2

Contents

1. Scope

2. Why a lifecycle process for the 2D and 3D?

3. Pre-requisite - The Profile Card

4. Pre-requisite - Statuses and links between Catia documents

5. The ‘Ready for Check’

6. Case 1 - Control of a 2D in link with a 3D part

7. Case 2 - Control of a 2D in link with a 3D product

8. Case 3 - Control of a 3D alone

9. Case 4 - Control of a 2D/3D in link with another 3D

10. Global view - Examples

11. The ‘Cancelled’

12. Impact of the ‘Cancelled’

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 3

1. Scope

Mechanical Design Offices Integration Design Offices

2D + 3D 3D 2D

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 4

2. Why a lifecycle process for the 2D and 3D?

• To synchronise the documents in all databases: Reference + Index Þ To have the same database for the design offices (Smarteam/Catia = Design Tools) and the downstream services (CDD/EDMS/CDN = visibility of the documentation)Þ To have archived what has been controlled

• To manage easily old/new references if necessaryÞ A drawing evolves (so its in-link 3D)Þ In the future, to follow up the parts of the accelerators/cern-projects through the 3D

• To use the same 3D for another designÞ To avoid duplicatesÞ To count the use-cases in any top assembly

Þ Traceability

Furthermore,

• To use the correct tools for the quality control/lifecycle process• To re-place the ‘Preliminary’ status

3. Pre-requisite - The Profile Card

ITEM

2D 3D

CDD Number

First Save Smarteam

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 5

Update

Cartweb

Reminder

Filling the attributes correctly

PRE REQUIS

4. Pre-requisite - Statuses and links between Catia documents

3D Product2D Product

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 6

3D Part

3D Part3D Part 3D Part

2D Part 2D Part 2D

2D PartIn

work

Last version

Check In

In Work

Date of last Check In

In work

AUTOMATIC CONTROL

Cancelled

« Children first!! »

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 7

Drawing

5. The Ready for Check

What is it?

• A function used by the designer to say : “ My data is ready to be controlled”

• A function who verify the states with the Parent Children Links.

• A function which freeze the data during the Control process. What is archived is what has been checked

Nota: For modifying a part in ‘ Ready For Check ‘ , the function will be used (see later)RFC

In work

Date

Product Component

RFC RFC

RFCIF

Part or Product

RFC→

RFC

RFC RFC

RFCIF

RFC→

RFC

Part in link Parent Children

RFC RFC

RFCIF

RFC→

RFC

Parent Children Links and Ready For Check

Cancelled

Ready For Check

Propagation Facility-Ready For Check from Parent to all children.+ children Drawings.

Part 2D Part 3D

CDD/CDN

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 8

6. Case 1 - Control of a 2D in link with a 3D part

RFC

Checked

R

Cancelled

In work

PRE-REQUISITE

Smarteam

ISO ControlC1

END

Ready For Check

Checked

Released

Cancelled

Functional ControlC2

OK

OK

KO

KO

KO

Date

MAIL MAIL

MAIL

MAIL

AUTOMATIC

AUTOMATIC

MAILFor the parent

and the children

RFC

Checked

R

RFCReady For Check =

ISO Control (C1) →Checke

d

RFunctional Control (C2) →

3D Part 2D Part

Propagation Facility-Ready For Check from Drawing to all children+ children drawings.-Checked or Released from Drawing to 3D in Link.

Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13

Product2D

Product3D

Part 3D/2D

CDD/CDN

27/11/2012 9

7. Case 2 - Control of a 2D in link with a 3D product

RFC

Checked

R

Cancelled

In work

PRE-REQUISITE

Smarteam

ISO ControlC1

END

Ready For Check

Checked

Released

Cancelled

Functional ControlC2

OK

OK

KO

KO

KO

Date

MAIL MAIL

MAIL

MAIL

AUTOMATIC

AUTOMATIC

MAILFor the parent

and the children

RFC

Checked

R

RFCReady For Check =

ISO Control (C1) → Checked

RFunctional Control (C2) →

RFC

Checked

R

2D Product3D Parts 3D Product2D Parts

Propagation Facility-Ready For Check from Drawing to all children+ children drawings.-Checked or Released from Drawing to 3D in LinkIf state of children ≥ state of parents

R

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 10

8. Case 3 - Control of a 3D alone

Checked

R

Cancelled

In work

PRE-REQUISITE

Smarteam

Ready For Check

Checked

Released

Cancelled

KO

RFCKO

Nota: - No control in CDD- For the commercial parts, don’t forget to give them to the Librarian responsible (Raphael)

3D

Part in link2D

Part in Link3D

Part2D/3D

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 11

9. Case 4 - Control of a 2D/3D in link with a other 3D

+RFC

Checked

R

RFCReady For Check =

ISO Control (C1) → Checked

RFunctional Control (C2) →

2D Part3D Part 3D Part in Link

CDD/CDN

RFC

Checked

R

Cancelled

In work

PRE REQUIS

Smarteam

ISO ControlC1

END

Ready For Check

Checked

Released

Cancelled

Functional ControlC2

OK

OK

KO

KO

KO

Date

MAIL MAIL

MAIL

MAIL

AUTOMATIC

AUTOMATIC

MAILFor the parent

and the children

Checked

R

RFC

2D Part

Propagation Facility-Ready For Check from Drawing to all children+ children drawings.-Checked or Released from Drawing to 3D in LinkIf state of children ≥ state of parents

R

10. Global view: Ready For Check3D Product 2D Product

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 12

3D Part

3D Part3D Part 3D Part

2D Part

2D Part

2D Part

OK

Ready For Check

In work

DatePRE-REQUISITE

RFC

Checked Checked

RReleased

OK

RFCRFC

RFC

RFC

RFC RFC RFC

RFC RFC

10. Global view: Checked3D Product 2D Product

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 13

3D Part

3D Part3D Part 3D Part

2D Part

2D Part

2D Part

OK

Ready For Check

In work

DatePRE-REQUISITE

RFC

Checked Checked

RReleased

OK

OK

Checked

Checked

Checked

Checked

R

R R

R

Smarteam Control

CDD Control

CDD Control

Checked

CDD Control

CDD Control

Smarteam Control

CDD Control

CDD Control

CDD Control

CDD Control

10. Global View : Released3D Product 2D Product

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 14

3D Part

3D Part3D Part 3D Part

2D Part

2D Part

2D Part

OK

Ready For Check

In work

DatePRE-REQUISITE

RFC

Checked Checked

RReleased OK

OK

OK

R

R R

R

R

Nota: CDD/CDN control = components must be controlled BEFORE doing the assembly validation

Release= a.01 become a.

11. The ‘Cancelled’

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 15

When? - During the quality control..

… when the designer wants to modify the 3D/2D while the documents are in RFC / Checked

Designer: ”Ok my documents are ready to be controlled “ → Mail

Designer: ”Excuse me but I want to modify my document” → Mail

New version in Work (Old is cancelled)

… when the controller for the ISO refuses to validate the 2D (thus also the 3D)

ISO Controller: “It’s not correct for me” → Mail

Designer begins the modifications.

New version in Work (Old is cancelled)

… when the controller for the Functional refuses to validate the 2D (thus also the 3D)

Controller for Functional: “It’s not correct for me” → Mail Designer begins the modifications.

New version in Work (Old is cancelled)

RFC

CDD: ISO

Cancelled

C.O C.I

RFC

Cancelled

C.O C.I

Checked

RFC

RFC

CDD: ISORFC

Cancelled

C.O C.I

CDD: Functionnal

RFC

a.01

a.01

a.02 a.02a.02

a.01

a.01

a.02 a.02a.02

a.01

a.01

a.02 a.02

a.02

3D Part3D Part 3D Part

12. Impact of the ‘Cancelled’3D Product 2D Product

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 16

3D Part2D Part

2D Part

2D Part

OKPRE-REQUISITE RFC

Cancelled

Checked

OK

RFC

R

Cancelled

Checked

RFC

Checked

Cancelled

Cancelled

Cancelled

Cancelled

Cancelled

C.O

C.I

RFC

27/11/2012 Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 17

Conclusion

A new process tool is going to be born:

With this tool, we’ll be able to validate the 2D/3D parts or the 3D alones.

Through this presentation, you can see where our - PLM-WG members - thoughts are leading us to. Your suggestions are welcome! Please, contact the PLM-WG.

Thanks.

Gilles