EDMS, CDD, Catia, smarteam. NA62 meeting 15 May 2009 CERN/PH/DT/PO – Mark Hatch

Aim of this presentation EDMS, CDD, Catia, CDS (Indico), smarteam => NA62 Aim of this presentation To introduce and summarize the various tools that are available for the management/organization of the TECHNICAL/ENGINEERING documents associated with a project. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH EDMS = An Engineering data management service Management of documents (notes, reports, specifications…) A web accessible system structured in an organized way. Viewing, retrieval, email notification and approving of documents. Global and transparent communications Cross links to CDD ( CERN Drawing directory) 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

As an example consider how EDMS has been used in ATLAS: EDMS – An example, ATLAS experiment. As an example consider how EDMS has been used in ATLAS: The top level of the ATLAS EDMS. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

The ATLAS detector has an expanding tree Structure based on PRODUCTS. EDMS – An example, ATLAS experiment. The ATLAS detector has an expanding tree Structure based on PRODUCTS. It is a PBS or Product/Project Breakdown Structure A given product, such as the Inner detector, can have many sub-products, and each of these can have product parts and so on. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

Inner Detector PBS tree EDMS – An example, ATLAS experiment. The Inner Detector is broken down into parts and to these parts are added documents. Inner Detector PBS tree 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

EDMS – An example, ATLAS experiment. The technical coordination activity, on the other hand, is broken down into a PROJECT structure. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

EDMS – NA62 For NA62 I have READ access only at the top level. I cannot create nor initiate an approval process. An EDMS administrator is needed and should be contacted if you need to add documents to EDMS and/or initiate an approval process. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

EDMS – NA62 For NA62 I now have access at the TD level. I can NOW CREATE a document. An EDMS administrator is needed and should be contacted if you need to add documents to EDMS and/or initiate an approval process. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

EDMS – NA62 create document procedure 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

EDMS – NA62 create document procedure 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH After completing the questions on the title of the document, etc this message appears showing that the document number was created BUT at this stage NO documents have been loaded. We have just created a repository where the document can be loaded. A unique number is given and the document can be searched for by this number. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH The REPOSITORY now exists on the EDMS page BUT the actual document has not been added yet. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

The Tools (EDMS, CDD, CATIA, Smarteam are SUPPORTED by CERN. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH The Guided Retrieval page for drawings in CDD for ATLAS Note that it is based on the PBS structure. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD/EDMS/etc - CERN/PH/DT/PO-MH 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

CDD – An example, ATLAS experiment. EDMS/CDD Enable the following: Loading, storing, visualizing, revising, archiving of drawings A system of comments/approval for drawings Web accessible from everywhere Transparent – you can see other peoples comments Need to be careful with the restriction of approval lists – only a few people are really interested in a given drawing usually. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

NA62 – is using CDD already. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

The Tools (EDMS, CDD, CATIA, Smarteam are SUPPORTED by CERN. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH

Similar to EDMS but does not replace EDMS. The Tools (EDMS, CDD, CATIA, Smarteam are SUPPORTED by CERN. Smarteam Latest tool at CERN. Similar to EDMS but does not replace EDMS. Used mainly to store CATIA models and drawings produced inside CERN (unlike EDMS & CDD where documents can be loaded outside CERN. More complicated than EDMS. FUTURE CDD Drawings will continue to be loaded for comments/approval lifecycle EDMS For TECHNICAL documents, not replaced by Smarteam. For loading and storage of CATIA 3D models by CAD designers. Can contain links to EDMS and CDD documents. 5/15/2009 CDD/EDMS/etc - CERN/PH/DT/PO-MH