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PDM

cloud-pdm-checkin-out-need-1

Management of CAD files (PDM) is heavily associated with desktop workflows. Lots of CAD files live on engineering desktops and shared company network drives. Originally, one of the main PDM functionality was to vault CAD data and manage CAD files revisions. One of the most widely used scenario to support this functionality is so-called Check-in / Check-out process. CAD files are checked-in from working folders (working space) into secured File vaults located on PDM servers. In case engineers want to make a change, you need to check-out file. The same mechanism can insure released CAD files won’t be changed without approval and prior check-out.  The implementation of PDM check-in/check-out process is not simple because of CAD data complexity. File relationships and dependencies need to be taken into account if you want to make an update CAD 3D design and drawings.

Cloud is changing existing working habits. For long time, engineers were tightly connected to their desks. CAD, engineering analysis, Excel spreadsheets… this is only a short list of tools that live on engineering desks.  Not anymore. These days our workflows are heavily impacted by cloud software. Web email, cloud file sharing, cloud and mobile applications. We don’t need to be at our desk to do a job in many situations. Cloud is providing new complementary workflows. However, in some cases, we can see a total replacement of existing workflows.

I’ve been discussing how cloud technologies are changing CAD file sharing, CAD data management and PDM. Navigate to my previous post – What makes cloud a good alternative for PDM system?. One of the most widely debated questions is related to the ability of cloud system to handle large size of CAD files. The capacity of public cloud systems to handle large data scale is well known. Cloud storage cost is getting down. The speed of changes is significant and the numbers from my 2 years old post – Cloud PDM and 10GB emails can make me smile today.

At the same time, a very important and critical aspect of cloud technologies is synchronization of data between cloud and desktop / local networks. Web giants like Google, Amazon, Microsoft and others are working to improve sync technologies. In few of my posts, I covered some specific examples about how companies like Box, Dropbox are providing specific techniques to improve data and file sync. But CAD data is different. Not like photos, office files and even videos. To solve the same problem for highly dependent and intertwined CAD data can be a big deal. When it done, it can be a significant leapfrog for any company in the market of cloud PDM solution.

Future CAD file management trajectories can take us from the original idea to check-in/check-out files between secured PDM vault and local working folders towards different workflows. Cloud file systems can support a new way to manage CAD files and provide access to them for design tools and other services. Long term goal can be a future without CAD files. The potential file storage transformation can raise lots of question about how CAD systems will operate without local storage? All these questions are relevant for both private and public cloud solutions.

What is my conclusion? Cloud will change PDM. I can see a potential transformation in fundamental CAD/PDM scenarios – check-in/check-out. Modern cloud PDM can take an approach of seamless and transparent data synchronization and simplify PDM. New workflows can potentially exclude engineers from time consuming and complicated file retrieval between desktops and servers. New way of work will be more simple and focus on design release and approval only. I can see this approach well aligned with future cloud design systems eliminating local file storage completely. So, future cloud PDM without check-in/check-out? What do you think? These are just my thoughts…

Best, Oleg

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part-management-pdm-complexity

How to manage Parts? It sounds like a trivial and simple question. Every manufacturing companies and engineering organization is facing this problem. However, it is not as simple as you might think so. The information about Parts (aka Items) is often scattered between CAD drawings, multiple Excel files, PDM and ERP systems. One of the biggest problem is to how to manage revisions and changes for Parts. I captured this problem in some of my previous writings. Future CAD-PLM and Assembly Version Management; Why versioning is complicated in PDM?; PLM, ERP and Managing of Effectivity; Revisions in CAD/PLM/ERP: Old Problems or New Challenges?

Recent GrabCAD blog – Part Revisions: Deal or No Deal made me think again about why is so complex to manage parts in every PDM environment. The following passage explains what means Part has no revision:

Documentation can be revised, but the part itself should not. If a part changes, the revised part is issued a new part number. In the case of PMI, where the “documentation” portion is integral to the part, revisions are more esoteric. Allowable PMI revisions in that case depend on whether the documentation portion is being updated or the part model is being physically changed.

The following passage explains one of my 5 Don’ts in BOM management - Don’t use the same ID for Part Numbers and Drawing Numbers:

In many cases, the documentation is a fully dimensioned engineering drawing, though these days it might also be Product Manufacturing Information (PMI), if you’re riding the technology wave. In the case of a drawing, the documentation also carries an identifying number. While it may be tempting to make the part and drawing numbers the same, such an approach aims to misbehave. For example, a drawing is often changed for very different reasons than the part it describes, often in a fashion that has no impact on design. In addition, drawings may describe multiple parts. In other words, drawing and part life cycles are unique, so the identification number for each must also be unique.

Now, let me go back to the original question. Why is so complex to manage parts in PDM? Here are two main reasons:

1- Complexity of two lifecycles – CAD and Items

CAD documents and Part lifecycle is fundamentally different. PDM system manage CAD files revisions and dependencies between files. Parts (Items) requires Part Numbers and Effectivity to control FFF (Form, Fit and Function) also known as interchangeability rules. Revision can be applied, but it won’t be used to identify a part.

2- Disagreement about where is “master” of part information and cross system integration

Part information is scattered between PDM, ERP and supply chain management systems. Organizations are having hard time to agree WHO is controlling Part creation process. When changes happens or new parts is created, information must be synchronized between multiple systems. It raises the complexity of overall integration and data management.

What is my conclusion? Complexity of two lifecycle management is a key problem in part management in PDM. It is hard to combine part lifecycle including interchangeability rules and effectivity with proper management of CAD documents. The user workflows are getting complex and engineers are having hard time to use the system. While the reality of manufacturing is that both documents and parts need to managed in an appropriate way, PDM vendors facing real challenges to get efficient Part Management processes in place. Just my thoughts…

Best, Oleg

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PDM weakest link

by Oleg on July 8, 2014 · 0 comments

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You’re only as strong as your weakest link. The article Are You Still Using FTP for CAD File Transfer? on Engineering.com by Scott Wertel caught my attention few days ago. The article compares FTP, cloud file sharing and cloud based PDM. Read the article and draw your opinion. I found something  common between all these approaches – you need to transfer files between desktop or LAN server and some other (usually remote) locations – FTP, virtual cloud drive or similar storage used by cloud PDM. Here is my favorite passage:

Let’s look at a product development scenario.  A designer has finished the preliminary design of a brand new widget.  He is in a small design shop, so he keeps the files on his personal computer. He wants a rapid prototype of the design made so he emails the file to a service bureau.  As the bureau is working up a quote for the prototype, the designer notices a few things and makes some tweaks.  The file size is too big now, so he uploads it to his company’s FTP site and emails a notification to the bureau.  But, because the project is still in development and no files have been released, the designer doesn’t change the revision on the file.  It’s the same filename on the FTP site as was emailed previously to the service bureau. Now the bureau has two files downloaded to their system.  Both with the same filename and both contain relatively the same time stamp caused by saving the email attachment at about the same time they downloaded the file from the FTP site.  Rather than being able to quickly quote the part and begin shooting laser beams, they have to spend the time to reconcile the files, also taking up the designer’s time.

So, in my view, the need to send files between local computer and remote location is the weakest link to make that work efficient. Both PDM and any other file sharing service will face this challenge. And, forget the cloud and internet for a minute) it was the same challenge back in every PDM system developed in the past. PDM developers used different techniques to optimize file transfer, but the problem remains the same – slow connection and large files.

The move to the cloud, actually, doesn’t change much. The connection is still slow (relatively) and files are still big (or even getting bigger). As I discussed few days ago in my How to move CAD files  to the cloud post, a special technology needed that will break CAD files synchronization process and make the process transparent. At the same time, user should be able to work on the same file to satisfy the scenario described in the beginning of this post. Whoever will be able to accomplish so, will take a huge advantage of knowledge about CAD files and improved user experience. Read more here – CAD companies and cloud storage strategy.

What is my conclusion? The weakest link of PDM is the ability to sync large multi-file design between local discs and cloud (server) storage. It was the problem back to PDM development in 1990s and it remains the problem today. Until now, cloud doesn’t change much, since most of  cloud PDM and file-share vendors are taking CAD files with existing boundaries. To break these boundaries and develop technology to move file efficiently while allowing to user to work on the same files at the same time, can be a deal breaker and huge step to fix the weakest link. Just my thoughts…

Best, Oleg

 

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What PLM Architects and Developers Need to Know about NoSQL?

July 7, 2014

People keep asking me questions about NoSQL. The buzzword “NoSQL” isn’t new. However, I found it still confusing, especially for developers mostly focusing on enterprise and business applications. For the last decade, database technology went from single decision to much higher level of diversity. Back in 1990s, the decision of PDM/PLM developers was more or […]

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Future CAD file management trajectories

June 30, 2014

CAD data is a core and one of the most fundamental parts of every manufacturing design. It all starts and dies from how your product looks and feels. In the past, 3D CAD was most focused on mechanical elements of design. Today, CAD systems are meshing into a complex conglomerate of data about shape, assembly, […]

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What makes “cloud” a good alternative for PDM system?

June 20, 2014

It has been a year since I published my How to select PDM system in 5 simple steps? Engineering.com article The Difference Between Cloud-based and Traditional PDM made me think it is a good time to re-evaluate my writing and see if I need to correct my recommendations. Note, Engineering.com article is paid promotion by GrabCAD. However, […]

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PDM/PLM. Why The Cloud? Wrong question…

June 5, 2014

You may think engineers like everything new. You may think it is so obvious. Engineers are developing all new technologies, gadgets and machines. All this new stuff… Literally everything… was actually developed by engineers. Engineers are in love from everything new they develop. But, here is the problem. When it comes to the point of […]

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Cloud PDM and Dropbox Streaming Sync

May 30, 2014

Few days ago, I captured the idea of building cloud PDM system on top of Dropbox infrastructure. It is hard to me to say if manufacturing companies will be ready to put CAD data into Dropbox servers. At the same time, Dropbox infrastructure is starting to make even more sense for management of CAD files […]

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Dropbox Webhooks and Cloud PDM Pivoting

May 27, 2014

Regardless on what CAD and PDM vendors want, engineers are going to share files on Dropbox and similar file sharing services (Google Drive, One Drive, etc.)  Do you remember my PLM cloud concerns and Dropbox reality for engineers  post two years ago? 34% of people in engineering departments are using Dropbox to share data. I […]

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How to re-invent CAD / PDM integration?

May 19, 2014

In the beginning was CAD and CAD was the only important system for engineers. Then came PDM… In my view, the topic of CAD/PDM integration is one of the most fascinating ones in the history of CAD, data management and collaboration. From many standpoints, PDM makes sense to become a best friend to CAD and […]

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