Product Lifecycle Management with the CERN EDMS David Widegren CERN, TS/CSE 8 Nov 2005EDMS:

Product Lifecycle Management at CERN Our PLM system solution Practical example: LHC dipoles Lessons learned & Summary Demo Agenda

LHC - 25 years of continuous Product Lifecycle Management Design Manufacturing Installation Maintenance Dismantling Planning PLM system The LHC project requires continuous Product Lifecycle Management for more than 25 years! Easier said than done in a scientific research environment!

To provide tools to support and help coordinating the globally distributed engineering processes and to facilitate the information workflows. Establish a process of knowledge transfer since the project has a very long lifetime; Staff will be replaced, many short-time visitors and large volumes of changing data. To provide a full description of all LHC components throughout their entire lifecycles and make this permanently accessible to all concerned parties. To help finding solutions to problems occurring in the machine by providing asset tracking, configuration management and maintenance management. The purpose of a PLM system in the LHC project Operation InstallationDesignOperationDismantlingInstallationManufacturing The purpose of the PLM system is to manage the LHC project’s complete engineering and equipment data over the project’s entire lifetime. This comprises:

CERN EDMS – The PLM system at CERN Axalant Design data Drawings & Documents Other DBs Parameters Production data Datastream7i Asset tracking Work management The CERN EDMS MTF - TravellersEDMS Web

CERN EDMS – The PLM system at CERN Document management & Design data Asset tracking & Maintenance management Axalant Design data Drawings & Documents Datastream7i Asset tracking Work management

CERN EDMS – The PLM system at CERN The CERN EDMS is an organization-wide service provided free of charge for all projects and experiments approved by CERN’s scientific policy committee. Some short facts about the EDMS:  > documents & drawings.  ~ new documents/month.  ~ registered LHC components.  ~ new equipment are registered/month.  ~5.000 registered users.  > file downloads/month.

Practical example: The LHC dipole in EDMS

Practical example: Managing the design Full configuration management of design data. Document lifecycles with versioning and access control using project dependent context. Documentation organized and linked in various structures. (PBS, WBS, ABS, etc.)

Practical example: Managing the design Approval processes with comments given directly in the web interface.

Practical example: Manufacturing follow-up

Practical example: Managing non-conformities

- Equipment does not conform to specifications – a non-conformity report, NCR, is created. - The NCR is created with access limited to persons concerned by only this task and this part of the equipment assembly in the manufacturing procedure. - Action proposal to remedy problem initiated and circulated for approval by the concerned staff and then closed when a solution is applied.

Practical example: Maintenance management - The EDMS is fully integrated with CERN’s maintenance management system, Datastream7i. - Advanced management of work orders. - Scheduling and logging of both preventive and corrective maintenance tasks.

Practical example: Maintenance management Barcode Drawing Identifier - What drawing was used to manufacture the component? - Test and calibration data for this specific component. - List of all components manufactured according to a certain drawing. -The present and previous locations of these components. Many advantages having an integrated system for management of data throughout the project – especially for the maintenance!

Lessons learned when implementing a PLM system - The biggest challenges are always about people! - Well-defined quality procedures are essential! Without the LHC Quality Assurance Plan, this PLM implementation would have been impossible. - Adequate user training is fundamental! Over 800 people have so far followed one or several EDMS courses at CERN.

- A PLM installation at a research institute is fully possible - and absolutely needed for a project like the LHC! - LHC engineering and equipment data is today managed using a single Web portal accessing a combination of two powerful commercial data management systems - all information is now easily available with a few clicks. - Equipment data for Commissioning, Operations (as-installed) and Maintenance activities (as-maintained) can be managed with the system - Dismantling and radioactive waste data management issues are today considered to be manageable. - Long term electronic data archiving is still an open issue… Summary