PRODUCT DATA MANAGEMENT AND

PLM
Kyoung-yun “Joseph” Kim/Wayne State University
MANAGEMENT PERSPECTIVE
OF PLM
 HOLISTIC APPROACH

• Products, facilities, services

• How they are produced, operated and maintained
• Physical assets and processes
• What information and resources are required
• Intellectual assets

• Customers
• What they want, need, and their business issues

• Partners and suppliers

• What they contribute
• How you work together

Ed Miller, The State of the PLM Industry, 2003

 VALUE OF INTELLECTUAL
ASSETS
• Cost reduction is still the primary justification for most
investments
• PLM impacts major financial measurements
• Income statement – increases sales & profitability
• Balance sheet – outsource non-core competencies and reduce fixed
assets
• Market Valuation – innovative & high-quality products increase brand
value
• Clarifying value is a critical component of all PLM programs
• PLM solution suppliers focus on identifying value
• Methodology quantify value

Ed Miller, The State of the PLM Industry, 2003

 PLM

• A set of software tools used for mechanical design, analysis and

manufacturing to support products from when they are first
conceived through distribution and retirement.
• PLM is assembled from various software programs, rather than
purchased outright as a single commercial off-the-shelf product.
• Once assembled, a well-designed PLM system will manage
product specifications and formulas, provide production histories,
create complete product genealogies, and track total product
quality.
• PLM - systematic way to design, manage, direct, and control all
the information needed to document the product through its
entire lifespan: development, planning, design, production,
and use. – K. McIntosh
Theoretical Technology New
Innovation
plan innovation market
 CAD

Paper based Drawing

drawing management
system ERP Product
configuration Product System integration
1970s 1980s management configuration
management
Product 1990s
PLM
structure Engineering2000s
MRP/BOM management change
Collaborative
workflow
Business workflow Product
Commerce
Internet
E-Commerce

Courtesy of KEDB PLM, Prof. N. C. Do

EVOLUTION OF LIFECYCLE VIEW

Ed Miller, The State of the PLM Industry, 2003

MAJOR IT DOMAINS EVOLVE

Ed Miller, The State of the PLM Industry, 2003

TWO MAJOR IT DOMAINS
EMERGE

Ed Miller, The State of the PLM Industry, 2003

OTHER INITIATIVES ALIGN

Ed Miller, The State of the PLM Industry, 2003

OTHER INITIATIVES ALIGN

Ed Miller, The State of the PLM Industry, 2003

CURRENT ECONOMY – SUPPLIER
IMPACT
• Revenues have been negatively impacted
• Flat/low(er) growth in many cases
• Significant portion of growth is in services (reflects client
commitment – good news!)
• Depressed stock prices
• Increased focus on clear justification (ROI)
• Formal programs from all major suppliers (e.g., PTC’s Roadmap)
• Pressure to “share risk” with customers
• Stressed organizations
• Consolidation

Ed Miller, The State of the PLM Industry, 2003

PRODUCT DATA
MANAGEMENT
 Product
QCD Success
Innovation

• QCD: Quality, cost, delivery

• Goal of PDM
• To ensure that a corporate’s information is made easily available,
control its access, manage changes to it throughout its life cycle
• To develop high quality product faster and efficiently
 PRODUCT DATA

• Product data is massive

• Represented in various ways (formats)
• Product data is represented in paper print, DB, equation, drawing,
etc.
• Dynamics and evolutionary
• Any change of product data should be documented timely
• Often requires long-term maintenance
• Elevator should be maintained during the lifecycle of the
building
 PRODUCT DATA - GROUP

• Definition data of the product

• Lifecycle data of the product
• Metadata that describes the product and lifecycle data
 DEFINITION DATA OF THE
PRODUCT
• For complete product definition
• Physical and/or functional properties
• Form, fit, and function
• Viewpoint of a certain party

• Technical data
• Abstract and conceptual information
• Image and conceptual illustration
 LIFE CYCLE DATA OF THE
PRODUCT
• Always connected to the product and the stage of development or
order-delivery processes
• Connected to
• Technological research
• Design
• Production
• Use
• Maintenance
• Recycling
• Official regulation
• Etc.
 META DATA

• Information about information

• What kind of information it is
• Where it is located, in which data-repository
• Who has recorded it
• Where and when it can be accessed
 PDM

• The use of software or other tools to track and control data

related to a particular product.
• The data tracked usually involves the technical specifications
of the product, specifications for manufacture and
development, and the types of materials that will be required
to produce good.
• The use of product data management allows a company to
track the various costs associated with the creation and launch
of a product.
FUNCTIONAL LAYER

Enterprise PDM Solution

PDM Applications

PDM User Functions PDM Utility Functions

PDM Vault
 PDM User Functions PDM Utility Functions

Workflow/
Document/data Communication
process Data transport
management notification
management

Product
Data
structure
transformation
management

Project Viewing/ System

Classification
management redefining administration

PDM Vault

Lifecycle
Product data Metadata
data
 FUNCTIONS OF PDM

• Part list and catalog management

• Product (or assembly) structure management
• Product configuration management
• Engineering change management
• Workflow/process management
• Project (or program) management
PART LIST (PART MASTER)
010 SPRING

020 BODY

040 CARTRIDGE R

060 CARTRIDGE

080 TIP

090 TUBE

110 HOLDER

100 BALL

070 INK R

130 CAP R

150 KNOB R

Courtesy of KEDB PLM, Prof. N. C. Do

ASSEMBLY STRUCTURE (OR
PRODUCT STRUCTURE)

Courtesy of KEDB PLM, Prof. N. C. Do

 PRODUCT CONFIGURATIONS AND
PRODUCT VIEWS Product
Product
Views
Configurations
Assembly
manual
section 1-5
Config A Config B
Options
Assembly
manual
section 1-4

Option
single bumper Option
Option Option Assembly
track
wheel driving base manual
section 1-3

Assembly
manual
section 1-2

Assembly and
Assembly
Parts manual
section 1-1

Courtesy of KEDB PLM, Prof. N. C. Do

STORAGE (VAULT) MANAGEMENT
AND DOCUMENT MANAGEMENT

Courtesy of KEDB PLM, Prof. N. C. Do

 ENGINEERING (OR DESIGN)
CHANGE
• Kia Motors made recall 28867 Rio and Cannval II. 5379 Rio
(5/12/2000 – 10/25) vehicles recalled due to cracks in 13 inch
steel wheel. Cannival (7/17/2004 – 9/12 and 10/29/2003 – 12/4)
due to case distortion of oil fan.
EXAMPLE OF ENGINEERING
CHANGE

Engineering Change History

Courtesy of KEDB PLM, Prof. N. C. Do
 WORKFLOW FOR ENGINEERING
CHANGE

Design Engineer

Engineering
Change Approval

Design Manager
Courtesy of KEDB PLM, Prof. N. C. Do
 PROJECT/PROGRAM MANAGEMENT

2004.3
2005.1

H-SUV March 2004 H-Sedan Sept 2004 H-L-Sedan May 2005

Courtesy of KEDB PLM, Prof. N. C. Do

 RELATIONSHIP BETWEEN PLM
AND PDM
• PDM system is a core function of PLM – still valid
• Advancement of PDM  PLM
• Advanced information technology and business environment
change
 PLM: DIFFERENCE WITH PDM

• Goal
• Innovation

• Target
• Knowledge asset about PD, collaboration

• Technology:
• Internet, business solution (integration, successful business case, framework)

• Environment
• Extended enterprise, virtual enterprise, global enterprise

• Function (PD)
• Enhanced program management, content management, various product definition model,
requirement management, product specification management, e- or software design, visualization,
accessibility

• Function (other than PD)

• Digital process design, maintenance planning, enhanced configuration management &
maintenance, technical document publication (service manual, user manual, assembly manual),
design management integrated with ERP, SCM, and CRM
 TYPICAL PROBLEMS OF PRODUCT
LIFECYCLE MANAGEMENT

• Concepts, terms, and acronyms are not clear and not defined
• Information content connected to certain terms is not clear
• How to utilize to the information are even fuzzier

• The use of information and the formats in which it is saved and

recorded vary
• E.g., manual feed of information in e-business

• Completeness and consistency of information produced in

different units, departments, or companies cannot be guaranteed
• E.g., version control
• Paper reading assignment 1
• Term project topic areas