Discussion on the implementation of the most popul

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Introduction: the document management of product development and design department can be traced back to the management of CAD files. The data resources faced by the early engineering drawing management system are not as huge as they are now. Its main goal is to organize the engineering drawings in a CAD system, and use the advanced computer network system to transmit information, so that the whole design drawings can be effectively managed in a controlled state, and the relevant technicians can easily find these engineering drawings again. Therefore, we envisage a management method that can ensure the whole process to effectively manage the CAD drawings of the R & D center

since the commercial vehicle R & D center realized the drawing board rejection in the mid and late 1980s and promoted the application of 3D cad/cam in the mid-1990s, the computer drawing rate has reached 100%. So far, there are more than 3000 three-dimensional Euclid drawings, more than 8000 pro/e drawings, more than 2000 CATIA drawings, and more than 800 UG drawings, involving more than 500 models. The bottom Map Library of the R & D center now has more than 100000 effective sulfuric acid paper bottom maps. Because the manually managed sulfuric acid paper drawings adopt the form of scraping, especially after the designers scrape and modify the sulfuric acid paper base drawing for various reasons, they do not update the CAD drawings in the computer in time. Due to the limited storage space of computer drawings, the way of deleting the front from the back of the drawing is often used, and the history is not preserved. At present, although there are nearly 20000 drawings in the computer, almost none of them correspond to the sulfuric acid paper base map of the base map library (i.e. the effective drawings used in production) one by one. Due to the lack of unified and effective management, computer drawings are stored at will, numbered irregularly, and with the change of designers and the different division of labor, The low value of reuse has caused a great waste of resources, and the implementation of computer drawing management is imminent

based on the existing business process of the commercial vehicle R & D center, we introduced Windchill system, a PDM product of PTC company in the United States. Redefined the drawing review and signature process of the R & D center, and completely solved the problem of inconsistency between the computer base map and the sulfuric acid paper base map by using the electronic review and signature function of Windchill system, and changed the design method of designers centered on the base map to make it centered on three-dimensional model design. We sincerely hope that more and more entrepreneurial teams and scientific and technological capital can fall in love with Ningbo situation, realize the sharing of product electronic drawings within the scope of authority control, and query technical data conveniently and quickly. It is convenient for the management department of the commercial vehicle R & D center to straighten out the approval and issuance process of electronic drawings and files of products and realize electronization. Improve the reuse rate of electronic drawings and reduce the design cost of products. Provide version validity management of product electronic drawings, improve product quality and reduce non value-added repetitive work

Windchill system is an enterprise level PDM product, which has its own progressiveness in product collaborative development, document management, business process management and other aspects. Specific to the practical application of the commercial vehicle R & D center, it makes full use of the functional modules in Windchill system, such as pro/e, UG, CATIA design data access (including Intralink gateway, workgroup manager for UG, CATIA packaging), product data visualization, approval process management, version management, product adoption and release notice management. In the process of implementing the management of effective drawings, by defining the review and signing process, it is ensured that the drawings and notices reviewed and signed by Windchill are effective

1. Process definition

1.1. The audit process of parts and components and life cycle

the audit process of parts and components can be divided into two categories according to the type of parts and components: one is the audit process of general parts; One is the audit process of key and important parts

the process definition of general parts is as follows:

process description:

1) the design data should be frozen before being published from Intralink to pdmlink. That is, to promote its status so that no one can modify it, but only view it

2) during the review of parts, if it is rejected, the design data needs to be degraded in Intralink, and the designer will modify it at this time

3) the modified data is republished to pdmlink and the approval process is restarted

4) the components in pdmlink do not follow the process one by one, but the approval process is carried out by components as a unit, and the granularity of the components that follow the process is the responsibility of the designer

5) during the approval process of the component, all sub parts of the component in non issued status will be consistent with the status of the component. That is, if the status of the component is in the approval status, the system will adjust and set the status of the sub components of the component to the approval status. If it is rejected, all are in rejected status

6) in order to keep the synchronization of design data and notification documents, the last activity in the process is engineering review, which is in the charge of the comprehensive technology department. If the notice including this part has passed the review, the engineering reviewer will pass this node. At this time, the data reaches the distribution status. If it is found that the design data needs to be modified during the review of the notice, the reviewer of the notice shall inform the engineering reviewer and reject the parts

life cycle is defined as:

for key and important parts, the process definition is as follows:

process description:

1) see the process description of general parts

the life cycle of key and important parts is defined as follows:

1.2. Storage and access rights of parts and components

in order to ensure the release of design data from Intralink to pdmlink sensor, it is necessary to establish the same file cabinet structure in pdmlink and Intralink. In this way, the generated part objects and CAD document objects published from Intralink will be automatically stored in the corresponding file cabinet. That is, the cabinet structure in pdmlink is the same as that in Intralink

because the components in pdmlink are released from Intralink, in order to ensure the unity between Intralink and pdmlink. The access permissions for components in pdmlink are set as follows:

1) no one has the permission to create and delete published components

2) when the parts are in the design state, the designer has the right to modify the life cycle of the parts to start the approval process

3) all designers have permission to view

2. Adoption and change release management

in the system, the issuance of new product drawings and the effective issuance of changes to relevant projects, product structures and drawings are managed through notifications, which will be maintained as a document object. Let's briefly introduce the functions of document management

2.1. Overview of document management

2.1.1. Overview of pdmlink document object

as the basic object of pdmlink, a document has the following basic characteristics:

document attributes: document attributes represent some information created and stored in pdmlink, such as the name of the document, the creation date of the document, etc. In addition, you can also retrieve the documents that users need according to the attributes of the documents

content of the document: the content of the document refers to the file content contained in this document. These files were originally stored on personal systems and then uploaded to the documents containing them

attachments of documents: each document can be attached with a file or URL. These can be regarded as the secondary content of the document

reference documents: one document can refer to other documents containing basic information

structure: by establishing the "use" association between documents, a hierarchical structure between documents can be established, and this hierarchical structure can be used to reflect the structural relationship of products to a certain extent

the basic structure of the document is shown in the figure

2.1.2. Document storage and authority management

the planning of data storage mode determines the collaborative process and data sharing degree between product development teams: while ensuring the sharing requirements of product technical documents, it also maintains the confidentiality requirements of product technical documents

the planning of document storage structure needs to be based on two aspects: one is the document organization based on the project or department; Secondly, we need to consider the permission management of documents

1) when creating a document, you must select the storage location of the document: cabinet or folder

2) documents are generally stored in the user's personal file cabinet first when they are created, and only myself or the system administrator can access the data in the personal file cabinet. The data organization in the personal file cabinet can be divided into sub directories according to the personal preferences of each user, and the documents can be classified and stored

3) files need to be transferred between personal file cabinets and shared file cabinets through check-in/check-out operations

2.1.3. Document life cycle management and approval process

take the document workflow as the core to realize the transmission of technical documents and ensure the authenticity, consistency and integrity of document transmission; Control the maturity of documents in all links of document preparation and approval through the life cycle of documents, and reflect the data transmission process of documents in the approval process through the process

1) the proofreader, reviewer, countersigner and approver of the document reflect their opinions and suggestions electronically, and feed them back to the preparer in time, so that any changes can be based on

2) by querying the lifecycle status of documents, we can timely understand the status of documents

3) save the approved effective business data in the system in time by sorting out the document process

4) the signing comments in the document review and signing process will be recorded

2.1.4、 Document retrieval and assistant professor of science and mathematics at the University of science and technology design Singapore, Kevin said: "For the first time, we have developed a reprocessable thermosetting photosensitive polymer query

fast retrieval and utilization of documents, which will help reduce auxiliary working time and improve users' work efficiency. Pdmlink provides four retrieval methods:

1) retrieval based on document attributes

fast retrieval according to document name, document type, Department, stage, project name, quality system elements, author and other basic attributes Fast retrieval to obtain the required data

2) retrieval based on document storage location

directly click the corresponding filing cabinet or storage directory in the system to obtain the corresponding information

3) retrieval based on document relevance

establish corresponding associations between documents and between documents and product structure, and obtain the required information through the expansion of associations

4) full text-based retrieval

quickly find and access internal and external product data by full-text retrieval. For files found through full-text search, you need to have corresponding permissions to see the body or content of the data

the system implementation is supplemented below

1) pro/e model files are stored in Intralink. After being released from Intralink to pdmlink, lightweight visual models will be automatically generated in pdmlink. During the review of parts, you can use ProductView to view them

2) when the drawing files in Intralink are in the approval process, they are frozen and cannot be modified by anyone. Only after the process is completed can the creator and modifier of the drawing file have permission

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