1. Introduction to the future document lifecycle tool User point of view 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°131

2. 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°132 Contents 1.Scope 2.Why a lifecycle process for the 2D and 3D? 3.Pre-requisite - The Profile Card 4.Pre-requisite - Statuses and links between Catia documents 5.The ‘Ready for Check’ 6.Case 1 - Control of a 2D in link with a 3D part 7.Case 2 - Control of a 2D in link with a 3D product 8.Case 3 - Control of a 3D alone 9.Case 4 - Control of a 2D/3D in link with another 3D 10.Global view - Examples 11.The ‘Cancelled’ 12.Impact of the ‘Cancelled’

3. 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°133 1. Scope Mechanical Design OfficesIntegration Design Offices 2D + 3D3D2D

4. 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°134 2. Why a lifecycle process for the 2D and 3D? To synchronise the documents in all databases: Reference + Index  To have the same database for the design offices (Smarteam/Catia = Design Tools) and the downstream services (CDD/EDMS/CDN = visibility of the documentation)  To have archived what has been controlled To manage easily old/new references if necessary  A drawing evolves (so its in-link 3D)  In the future, to follow up the parts of the accelerators/cern-projects through the 3D To use the same 3D for another design  To avoid duplicates  To count the use-cases in any top assembly  Traceability Furthermore, To use the correct tools for the quality control/lifecycle process To re-place the ‘Preliminary’ status

5. 3. Pre-requisite - The Profile Card ITEM 2D 3D CDD Number First Save Smarteam 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°135 Update Cartweb Reminder Filling the attributes correctly

6. PRE REQUIS 4. Pre-requisite - Statuses and links between Catia documents 3D Product 2D Product 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°136 3D Part 2D Part 2D 2D Part In work Last version Check In In Work Date of last Check In In work A U T O M A T I C C O N T R O L Cancelled

7. « Children first!! » 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°137 Drawing 5. The Ready for Check What is it? A function used by the designer to say : “ My data is ready to be controlled” A function who verify the states with the Parent Children Links. A function which freeze the data during the Control process. What is archived is what has been checked Nota: For modifying a part in ‘ Ready For Check ‘, the function will be used (see later) RFC In workDate → ProductComponent RFC IF Part or Product RFC → IF RFC → Part in linkParent Children RFC IF RFC → Parent Children Links and Ready For Check Cancelled Ready For Check Propagation Facility -Ready For Check from Parent to all children. + children Drawings.

8. CDD/CDN 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°138 6. Case 1 - Control of a 2D in link with a 3D part RFC Checked R Cancelled In work PRE-REQUISITE Smarteam ISO Control C1 END Ready For Check Checked Released Cancelled Functional Control C2 OK KO Date MAIL AUTOMATIC MAIL For the parent and the children RFC Checked R RFC Ready For Check = ISO Control (C1) → Checked R Functional Control (C2) → 3D Part2D Part Propagation Facility -Ready For Check from Drawing to all children + children drawings. -Checked or Released from Drawing to 3D in Link.

9. Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°13 CDD/CDN 27/11/20129 7. Case 2 - Control of a 2D in link with a 3D product RFC Checked R Cancelled In work PRE-REQUISITE Smarteam ISO Control C1 END Ready For Check Checked Released Cancelled Functional Control C2 OK KO Date MAIL AUTOMATIC MAIL For the parent and the children RFC Checked R RFC Ready For Check = ISO Control (C1) → Checked R Functional Control (C2) → RFC Checked R 2D Product3D Parts3D Product2D Parts Propagation Facility -Ready For Check from Drawing to all children + children drawings. -Checked or Released from Drawing to 3D in Link If state of children ≥ state of parents R

10. 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°1310 8. Case 3 - Control of a 3D alone Checked R Cancelled In work PRE-REQUISITE Smarteam Ready For Check Checked Released Cancelled KO RFC KO Nota: - No control in CDD - For the commercial parts, don’t forget to give them to the Librarian responsible (Raphael) 3D

11. 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°1311 9. Case 4 - Control of a 2D/3D in link with a other 3D + RFC Checked R RFC Ready For Check = ISO Control (C1) → Checked R Functional Control (C2) → 2D Part3D Part3D Part in Link CDD/CDN RFC Checked R Cancelled In work PRE REQUIS Smarteam ISO Control C1 END Ready For Check Checked Released Cancelled Functional Control C2 OK KO Date MAIL AUTOMATIC MAIL For the parent and the children Checked R RFC 2D Part Propagation Facility -Ready For Check from Drawing to all children + children drawings. -Checked or Released from Drawing to 3D in Link If state of children ≥ state of parents R

12. 10. Global view: Ready For Check 3D Product 2D Product 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°1312 3D Part 2D Part OK Ready For Check In workDate PRE-REQUISITE RFC Checked R Released OK RFC

13. 10. Global view: Checked 3D Product 2D Product 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°1313 3D Part 2D Part OK Ready For Check In workDate PRE-REQUISITE RFC Checked R Released OK Checked R RR R Smarteam Control CDD Control Checked CDD Control

14. Smarteam Control CDD Control 10. Global View : Released 3D Product 2D Product 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°1314 3D Part 2D Part OK Ready For Check In workDate PRE-REQUISITE RFC Checked R Released OK R RR R R Nota: CDD/CDN control = components must be controlled BEFORE doing the assembly validation Release = a.01 become a.

15. 11. The ‘Cancelled’ 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°1315 When? - During the quality control.. … when the designer wants to modify the 3D/2D while the documents are in RFC / Checked Designer: ”Ok my documents are ready to be controlled “ → Mail Designer: ”Excuse me but I want to modify my document” → Mail New version in Work (Old is cancelled) … when the controller for the ISO refuses to validate the 2D (thus also the 3D) ISO Controller: “It’s not correct for me” → Mail Designer begins the modifications. New version in Work (Old is cancelled) … when the controller for the Functional refuses to validate the 2D (thus also the 3D) Controller for Functional: “It’s not correct for me” → Mail Designer begins the modifications. New version in Work (Old is cancelled) RFC CDD: ISO Cancelled C.OC.I RFC Cancelled C.OC.I Checked RFC CDD: ISO RFC Cancelled C.OC.I CDD: Functionnal RFC a.01 a.02 a.01 a.02 a.01 a.02

16. 3D Part 12. Impact of the ‘Cancelled’ 3D Product 2D Product 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°1316 3D Part 2D Part OK PRE-REQUISITE RFC Cancelled Checked OK RFC R Cancelled Checked RFC Checked Cancelled C.O C.I RFC

17. 27/11/2012Introduction to the future document lifecycle tool G. Villiger PLM-WG / Forum Catia n°1317 Conclusion A new process tool is going to be born: With this tool, we’ll be able to validate the 2D/3D parts or the 3D alones. Through this presentation, you can see where our - PLM-WG members - thoughts are leading us to. Your suggestions are welcome! Please, contact the PLM-WG. Thanks. Gilles