Don Mitchell, P.E., dmitchel@fnal.gov REGIONAL USERS GROUP MEETING Creating and Managing Engineering Documents within Teamcenter 20 OCT 2016 3:15 – 3:55 PRESENTER CHALLENGE: PLM World challenges you to create image-rich and text-lite slide decks to help increase attendee learning and their presentation skills. Any use of text should have a font size of 40 points or greater for ease of reading. Less text is more. This is especially true with scientific and technical presentations! Image selection is an art and is most effective when presenters are able to incorporate striking, unusual or novel images. Images that support metaphors and analogies can also be highly effective. Graphs and charts should be used sparingly. Emphasize that it’s not about the numbers, but what the numbers mean. Take a look at Haiku Deck, Zuru or Canva. You can find royalty free, high quality images from Flickr Creative Commons. Image rich presentations improve attendee learning and session value. Adapted from Velvet Chainsaw Consulting; http://velvetchainsaw.com/2016/05/20/lose-ppt-template/. Don Mitchell, P.E., dmitchel@fnal.gov #PLMWorldRUG

REGIONAL USERS GROUP MEETING Agenda Documentation Goals Fermilab Document Types A Generic Document Documents from Templates Mapping TC attributes to MS Office Field Codes Managing Documents in Structure Manager Exporting TC data to Excel REGIONAL USERS GROUP MEETING

REGIONAL USERS GROUP MEETING Documentation Goals One storage location - Teamcenter Integration of CAD data with all Engineering documentation Revision controlled Always up-to-date Provides easy access Provides a consistent process Well organized Adherence to corporate standards Accessible for global collaboration REGIONAL USERS GROUP MEETING

FNAL Engineering Document Types REGIONAL USERS GROUP MEETING

Engineering Document Attributes REGIONAL USERS GROUP MEETING

Engineering Note Types & Attributes REGIONAL USERS GROUP MEETING

General Creation of a Document Create a generic Engineering Document in Teamcenter Import a WORD dataset into the ItemRevision REGIONAL USERS GROUP MEETING

From within Teamcenter, select a folder and then… File  New  Item In this example, an engineering procedure to calibrate strain gages will be created.

Walk through the steps of creating a New Item Walk through the steps of creating a New Item. This is very similar to the creation of a Design Item, Common Item, Manufacturing Item, and Engineering Note Item.

Click the Assign button to create a new item number and revision.

Click on the Category drop-down list.

Select a category for the document you are creating.

For legacy documents, the old document number and original author can be noted.

Choose the appropriate Division/Sector/Group. If this is a revision, type in the revision author’s name.

The Engineering Document has been successfully created. In this example, a WORD document needs to be added as a dataset to the ItemRevision. File  New  Dataset

Add a WORD dataset.

In this example, an available WORD document is imported into the dataset.

The dataset has been added to the ItemRevision The dataset has been added to the ItemRevision. With just a double-click on the dataset, the file can be opened and edited as needed.

Documents with Templates Functional Requirements Technical Requirements Specifications Funding Change Requests e-BOM Order Forms Work Requests REGIONAL USERS GROUP MEETING

Documents with Templates The same item creation method is used The Category attribute triggers the creation of the MS Office template dataset Attributed fields are automatically filled out Name Teamcenter Number Revision Letter REGIONAL USERS GROUP MEETING

REGIONAL USERS GROUP MEETING Sample Templates REGIONAL USERS GROUP MEETING

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Field Codes Linked to TC Attributes In WORD and Excel, field codes can be created to display Teamcenter attributes TC Name TC Number TC Item Revision And more… REGIONAL USERS GROUP MEETING

Mapping Field Codes in WORD WORD  Insert  Quick Parts  Field REGIONAL USERS GROUP MEETING

Mapping Field Codes in WORD cont. Field DocProperty  ItemName, ItemNumber, ItemRevision REGIONAL USERS GROUP MEETING

Mapping Field Codes in WORD cont. File  Options  Advanced REGIONAL USERS GROUP MEETING

Mapping Field Codes in WORD cont. REGIONAL USERS GROUP MEETING

Example of Mapped TC Attributes Teamcenter Attributes: Name Number Revision letter REGIONAL USERS GROUP MEETING

Reloading TC Attributes – If lost REGIONAL USERS GROUP MEETING

Teamcenter Attribute Configurations REGIONAL USERS GROUP MEETING

Teamcenter Attribute Configurations This tool allows for the mapping of Teamcenter attributes to User defined MS Office attributes. Teamcenter attributes can be used with a MS Office field code. REGIONAL USERS GROUP MEETING

Documents in Structure Manager Using Copy/Paste/Remove, a documentation structure can be created and managed in Teamcenter Provides a structure for accessing all of your data without the need for tedious searching Using Open with  Viewer or Details, the documentation is easily accessible REGIONAL USERS GROUP MEETING

Send the Hierarchy BOM to the Structure Manager Top Level Engineering Doc Item Send the Hierarchy BOM to the Structure Manager

It’s built the same way in Teamcenter! Easy to learn. Top Level Engineering Doc Item Notice how the Document structure looks exactly like a 3-D model Assembly structure. It’s built the same way in Teamcenter! Easy to learn. The data is Live and can be edited at any time. It can even be released and revised for document control.

Select any item of interest and quickly send it to My Teamcenter to access the datasets. You only need to remember the Top Level document in your system to have direct access to all of the project documentation and CAD models!

Double-Click on the Excel dataset to launch it into Excel.

REGIONAL USERS GROUP MEETING Tools  Export to Excel REGIONAL USERS GROUP MEETING

REGIONAL USERS GROUP MEETING Tools  Export to Excel Option 1 Option 2 REGIONAL USERS GROUP MEETING

Short Demos if Time Permits REGIONAL USERS GROUP MEETING

Summary Document creation is easy with MS Office Integration for Teamcenter Collect, organize, and manage your documentation in the Structure Manager Quickly export data to enhance document queries and/or deeper dives into your data Questions? Thanks for your attention, Don - dmitchel@fnal.gov