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3. 1 design idea of Qingrou Yingtai PDM system

Qingsoft Yingtai PDM system helps enterprises to acquire and manage diversified product development and management knowledge in a scalable and open network environment. According to their own needs and driven by the standardization process, enterprises access and make use of this knowledge, so as to enable enterprises to deal with market competition calmly, improve product innovation system, improve product innovation ability, shorten product marketing time, and reduce product manufacturing costs. increase its profits. The design idea of PDM system is mainly reflected from the following aspects.

(1) to ensure the uniqueness, completeness, accuracy and timeliness of product data

In the network environment, enterprises have entered the digital economy. In order to make the unimpeded cooperation between enterprises or departments and effectively coordinate the cooperative work between them, it is necessary to ensure the uniqueness, completeness, accuracy and timeliness of product data at all stages of the life cycle.

(2) the "product master model as the core, process-oriented" data model has little accumulation of management knowledge and low product innovation ability is the bottleneck of Chinese enterprises.

Therefore, in the management of product lifecycle data organization, PDM system puts forward a "product master model as the core, process-oriented" data model. The core of its management is the product model which includes all kinds of product knowledge, the collaborative knowledge among product models and the business process model based on business collaboration knowledge.

(3) establish a research and development system that meets the requirements of ISO, standardize and control the whole process of product research and development.

Scientific management needs a standardized system to operate, and the non-standardization of the R & D system of Chinese enterprises is also an important factor restricting the development of enterprises themselves.

PDM system uses information technology to guide enterprises to establish a standardized R & D system that meets the requirements. In this system, enterprises can reasonably plan the data flow, human resource allocation and development progress of the whole product life cycle according to the requirements of ISO, and give full play to the guarantee role of the quality system in the whole development process to control the development quality. We can also directly manage the design data of each stage, understand the development progress in real time, and make appropriate and timely adjustments according to the situation. From the original data accumulated by the system, we can make statistics on everyone's work and make an objective and quantitative evaluation to ensure the enthusiasm of the development team.

(4) process management centered on project management.

At present, because the world-class companies have their advanced and complete project management and design and development methods, as well as strict work steps and processes, the development cycle of their products has been continuously shortened and the development quality has been continuously improved. the investment of development funds and human resources has been effectively saved and reasonably utilized. On the other hand, the management of Chinese enterprises is relatively backward. Therefore, it is necessary to learn from their excellent management, that is, advanced project management, in order to speed up the pace of innovation of our enterprises, and process management is an important part of sustainable innovation. PDM system will guide enterprises to implement process management centered on project management. It mainly includes:

1) guide the enterprise to establish a standardized workflow.

Product development in manufacturing industry is a very complex and difficult process. Although the knowledge accumulation of Chinese enterprises has reached a certain extent, the ability of product innovation is not high and there is a lack of advanced management system. Therefore, the PDM system will guide enterprises to change the traditional non-standard workflow and implement a standardized and institutionalized workflow centered on project management. Through the implementation of standardized workflow, the relevant departments of enterprises can get complete and accurate knowledge and information in time, shorten the product launch cycle and improve efficiency. Based on the unified standard workflow, PDM system can enable relevant personnel between enterprises or departments to participate in timely and effective response to product improvement, in order to optimize data and improve workflow.

2) to ensure effective and timely response to change management to all relevant departments.

Change management is an important process in any enterprise. In the face of the current situation of China's manufacturing industry, engineering change management is particularly important, which is also an important process of experience data and knowledge accumulation. The engineering change process supported by the PDM system will ensure that the product and business areas involved in the engineering change can be effectively planned, communicated, reviewed, approved, implemented and issued to minimize the impact of the change. No matter which department the change starts from, the change process provided by the PDM system will transmit the change information to the departments and personnel involved in a timely manner.

(5) Management and repetitive utilization of knowledge.

If China's manufacturing industry should adhere to independent innovation and own independent intellectual property rights, it is very important to manage the knowledge base in the process of product development. This includes the designer's own experience and knowledge, the data object of each stage of the product, the market demand analysis and so on. The PDM system carries on the effective storage management to the enterprise knowledge base, and crosses the organization boundary and the professional field, through the standardization and standardization work flow, transfers the effective knowledge to the relevant people at the appropriate time, in order to achieve the repetitive use of knowledge, improve the creativity of the enterprise, shorten the time to market and manufacturing cost of the product, and improve its innovation system.

(6) Collaborative working environment

Through the implementation of PDM system, enterprises can establish a digital collaborative work environment. In this work environment, dispersed teams can participate at the same time, gain insight into all the key information about the product, and make key decisions before the product starts production. Based on this working environment, the enterprise can coordinate the data of all stages of the product life cycle and transmit the information of the data and its working environment to the authorized personnel of each department of the enterprise. Based on the collaborative work environment, participants view the latest data based on their own permissions and respond to the data quickly.

3. 2 business process of product data management based on PDM system

The business process of product data management of Qingsoft Yingtai's PDM system is shown in figure 3. 1 below, with the PDM system as the center, through the integration with design tools, the product design data such as product BOM, parts and their structural drawings (including 2D engineering drawings, 3D digital models, etc.) are realized; at the same time, the system provides a PDM-based process planning platform to centrally manage the product process data to the PDM system. Through the integration with ERP, the product design data and process data are transferred to the ERP system.

Figure 3. 1 Block diagram of product data management business process of Qingrou Yingtai PDM system

3. 3 deployment scheme of PDM system for Qingrou Yingtai

The deployment plan of Qingsoft Yingtai PDM system is shown in figure 3. 2 below. in order to meet the strategic planning of management, centralized research and development, and remote manufacturing of Qingsoft Yingtai Group, and to take into account the current situation of independent operation of each subsidiary of the head office, the Qingsoft Yingtai PDM system adopts the PDM group deployment mode, which deploys the same PDM system in the head office and each subsidiary, and each system and the PDM system of the head office establish business sharing. To meet the subsidiary company product data uploaded to the head office PDM system, but also to meet the head office product design data distributed to each subsystem. In this way, it not only meets the needs of centralized management of group companies, but also meets the needs of centralized R & D management of group companies in the future, but also meets the needs of unified management of their respective R & D in the transition stage. The whole system realizes information interconnection based on Internet.

Figure 3. 2 Qingrou Yingtai PDM deployment plan

3. 4 the functional framework of Qingrou Yingtai PDM system

Figure 3. 3 functional framework of Qingrou Yingtai PDM system

Figure 3. 3 is the functional framework of Qingsoft Yingtai PDM system, which takes database system and file data warehouse as data storage platform, based on basic components such as user management, attribute set management, parameter management, rights management, mail management, log management and system management, under the control of project management and workflow management. Based on the management mechanism of version management, life cycle management and effectiveness management, the engineering change release management mode finally provides users with specific application functions such as CAD integration and SAP system integration interface, personal desktop management, document management, product parts management, process data management, print management and so on.

3. 5 main functions of Qingrou Yingtai PDM

Under the premise of section 3. 4 of the functional framework of Qingsoft Yingtai PDM system, this chapter describes in detail the implementation scheme of the specific functional modules of Qingsoft Yingtai PDM system

3. 5. 1 product structure management

Product structure is used to reflect the components of a product and the relationship between them. Product structure management takes database as the underlying support, BOM as its organizational core, connects all engineering data and documents with the defined final product, and under certain constraints, provides users or application systems with views and descriptions of different dimensions of product structure, such as design view, process view, manufacturing view, management view, purchasing view, etc., to realize the organization, management and control of product data.

On the basis of the design view, the process view and the management view are adjusted to form the process view and the management view. The process view mainly contains the information of self-made parts, and the management view is mainly aimed at the series of products. The manufacturing view can be obtained by configuring the management view.

In addition, the manufacturing view of non-series products can also be extracted from the process view and process route. Manufacturing views, process documents and technical preparation documents are the main contents of the integration of PDM system and SAP. The main functions of BOM multi-view are as follows: designers, technicians and related personnel can quickly view the composition, status and related information of the current product through the product structure (as shown in figure 3. 4)

Figure 3. 4 product structure management

The management function of the product structure is provided in the Qingsoft Yingtai PDM system, and the users can maintain the product structure, display the detailed information of the product and its subordinate parts layer by layer according to the product design structure, and browse the files and graphics associated with the product and parts. It can also be divided into different product structure views according to process processing, manufacturing, procurement, etc., and provide purchase list, manufacturing list and so on to downstream purchasing and manufacturing departments.

Main functions of product structure management:

(1) automatic generation of product structure

(2) BOM often tries to manage

(3) BOM editing function

(4) output of BOM

(5) version management of BOM

(6) effective management of BOM

(7) BOM baseline management

3. 5. 2 parts management

The purpose of component management is to provide part classification management based on part similarity (see figure 3. 5). It provides designers with a powerful and useful design environment, so that they can easily use the parts classification query function and refer to the existing design data at any time.

Qingsoft Yingtai TI PDM system provides a general part classification management framework. In the implementation of Qingsoft Yingtai PDM system, standard parts library, general parts library and self-made parts library can be established according to the characteristics of product parts. Parts management can effectively improve the degree of generalization and standardization of parts, which helps enterprises to reduce repeated design, shorten product development cycle and reduce production costs.

Figure 3. 5 parts library management

The main functions of parts management are as follows:

(1) material coding management

(2) classified management of parts and components

(3) Management of standard parts library

(4) release management of spare parts

(5) parts change management

(6) component occurrence management

(7) version management

3. 5. 3 picture and document management

The system supports the management of all product-related drawing and document objects, such as product design drawings, 3D models, all kinds of work instructions, quality inspection documents, etc. (as shown in figure 3. 6)

Figure 3. Document scope managed by the 6PDM system

The classification of documents is reflected by the way of document library, the management mode of document library is similar to the resource manager of Windows operating system, the left side uses a tree structure to show the path of all directory folders in the document library, and the display area on the right lists all the electronic documents stored in the current directory. All documents that are officially released and effective are automatically released and archived to the appropriate directory of the document library through the process.

Qingsoft Yingtai can be classified and stored in accordance with its own business habits (such as by project or by product). The classification of documents is reflected by the way of document library, the management mode of document library is similar to the resource manager of windows operating system, the left side uses a tree structure to show the path of all directory folders in the document library, and the display area on the right lists all the electronic documents stored in the current directory. All documents that are officially released and effective are automatically released and archived to the appropriate directory of the document library through the process.

The system supports query according to document type, precise or fuzzy combination of multiple conditions, pagination or full display of query results. The system provides the version management function of the drawing document, and automatically upgrades the large version of the drawing document for each drawing change system, and saves a small version automatically during each change.

The system provides strict rights management mechanism, supports multi-dimensional authority control, and provides reliable and secure policies to ensure the security of internal documents in the system. The system mainly adopts direct authorization and rule authorization to realize the authority control of documents. The main functions of picture and document management are:

(1) document classification management

(2) version management

(3) effective management

(4) document editing, previewing, downloading and printing

(5) the function of marking and reading documents

3. 5. 4 workflow management

Workflow management is the electronic examination and approval process of drawings and documents. The electronic examination and approval management of drawings and documents can be realized in Qingsoft Yingtai PDM system. There is no need for soft Yingtai designers to approve paper drawings manually, and the office without drawing paper can be realized in the technical department. The system supports complex, nested processes, which support programmability, custom controls and extensions. Workflow management includes workflow template management, life cycle template management, process task management and process instance management.

The function of workflow template (shown in figure 3. 7) is to define various processes of the enterprise, such as design approval process, change process, drawing process and so on. The process template can be easily and quickly defined by graphical drag and drop, and the user can customize the activity, routing and activity executor in the foreground (rather than the secondary development program) as needed. Instantiation (that is, starting the process) must be enabled by the template, in which the active node generates the process task after the instance, and the template is modified after the template is enabled, which will not affect the started process. Each step node in the process template can customize the process code according to the requirements to achieve the special functions in the process.

Figure 3. 7 workflow template

Process task management includes worksheet, task query, task execution and other functions. Users can use the "my worksheet" interface to view the current tasks that need to be completed; the system administrator or project manager can query the task completion of other people through the task query interface; users can open the document corresponding to the task through the task execution interface to view the process instance. Taking into account the actual use needs (such as task executors travel or too many tasks), the system provides the function of task assignment and task delegation to assign one person's tasks to others.

Process instance management provides system administrators and process monitors with the function of querying and monitoring the currently running processes. System managers can terminate and pause the process according to the current actual situation.

Qingsoft Yingtai's message notification is divided into two types, one is a user-defined message, and the user can write a message to others or receive messages sent to him by others, similar to Foxmail and Outlookexpress functions; the other is a system message, when the user has a new process or project task, the system automatically sends a message to notify the relevant responsible person. Figure 3. 8 below shows that when a new task comes, the message system automatically notifies the user to check the task.

Figure 3. 8 message center

3. 5. 5 change management

The main function of engineering change management is to manage the changes of the finalized product data, to ensure the correctness of the changes and the timeliness of the change message dissemination, that is, all departments and personnel related to the change get the change information in a timely manner. to ensure that the relevant product data can be changed in a timely manner. The engineering change and release management in Qingsoft Yingtai PDM system consists of four related steps: change application, change approval, change implementation and change release.

It is realized through change management and process management in Qingsoft Yingtai PDM system. The change management of Qingsoft Yingtai PDM system correlates different change processes according to the change type. When document components need to change, the relevant personnel create the change order, add the document components that need to be changed to the change order, and then start the process. Review, approve, change, verify, confirm and release the change process.

3. 5. 6 process management

The process planning management process based on TIPDM is shown in figure 3. 9 below Enterprise product process planning itself is a complex process, which mainly includes product material quota, man-hour quota, process planning, process planning, engineering BOM (EBOM) design, process route planning, statistical summary, process data release and output and process change; it is an intermediate link between PDM and ERP, obtaining production equipment and other resource data from the production department and product design data from the design department.

The product process planning process is the core of the process management system. The PDM system transmits the product design structure and other information to the process management system, fills in the process card, operation guidance card, process route preparation and other process cards and is associated with the product structure; the electronic signing and approval process of the process data is realized through the process engine of the PDM system; the system message communication function is adopted to inform the individual of the process data in time. It can make a statistical summary of the material quota and man-hour quota of a single product: through the process data release engine, output the process data to the downstream information system.

Figure 3. 9 process planning management based on PDM

3. 5. 6. 1 process route management

The process route is the link between the parts and the process plan, the basis of the professional division of the process, and the guidance of the circulation of the parts in the workshop. The route planner compiles the product process route based on the process BOM view. The process route of the parts is related to the position of the parts on the process BOM. If the same part is located in different positions of the process BOM, different process routes can be worked out.

When compiling the process route, you need to select the process view of each part, which defaults to the "default view". The process route and process information of the parts under the current product are saved under the selected view, and the process information under different views remains independent. The process data in the default view can be used as a common resource, and when other products compile the process, the same components automatically reference the process data in the default view.

Figure 3. 10 preparation of process route

3. 5. 6. 2 process management

The system provides a WYSIWYG process card editing tool (figure 3. 11, 3. 12), which is convenient for process designers to compile process cards. The process card editing tool has both table word processing function and graphic editing function, which makes the operation more convenient and quick. It provides powerful process card design tools, integrates database, graphics, images, tables and text editing, and provides a visual process planning environment. Fill in the form similar to the wbrd form, fill in the WYSIWYG card, the font, format and typesetting can be adjusted automatically or manually, each filling format can be modified, compressed and automatically wrapped, and format changes can be provided.

3. 5. 6. 3 quota management

The man-hour quota is compiled based on the process and its working procedure, and different nodes of the process route are selected to load the corresponding process content (process route).

Figure 3. 11 fill in the WYSIWYG process

3. 12 copy CAD graphics directly from the browser

Figure 3. 13 man-hour quota management

When the craftsman completes the compilation of the process, the man-hour verifier has no right to modify the information of single-piece man-hour, auxiliary man-hour and unit price for each process. You can browse the process card to assist in the compilation of working hours. If the process programmer and the man-hour verifier are the same person, all the information can be compiled at one time in the process programming interface. The management of man-hour quota is shown in figure 3. 13.

(1) the material consumption quota list organizes the output of the data according to the product or components, and lists the material name, brand, specification, net weight, gross weight, quota weight, utilization rate and so on. An example is shown in figure 3. 14.

Figure 3. 14 schedule of material consumption quota

(2) Summary of material consumption quota

The material consumption quota summary table is a summary of all the material consumption quotas in a product, according to the material name, brand and specification, and accumulates the net weight, gross weight, quota weight and utilization rate. An example is shown in figure 3. 15.

Figure 3. 15 summary of material consumption quotas

3. 5. 6. 4 process resource management

The system provides user-defined modeling management of process resources, and establishes background data storage for each resource node in the way of attribute set. See figure 3. 16 below.

Figure 3. 16 process resource management

3. 5. 7 system integration

The applications to be integrated in the Qingsoft Yingtai PDM project include: two-dimensional CAD system,

Encryption system and ERP system, etc. The following is a detailed introduction of Qingsoft Yingtai PDM and its applications and

The integration of management system.

[integrated Management with AutoCAD]

The PDM system can automatically extract the title bar and parts list information from the AutoCAD product drawings through the batch input function, and establish the corresponding parts and product structure information in the PDM system; designers can query the drawing document data from the PDM system under permission control and automatically activate AutoCAD for editing.

[integration with ERP system]

Qingsoft Yingtai PDM system needs to be tightly integrated with enterprise ERP system. The integration diagram is shown in figure 3. 17 below. Can transfer the product and process related data needed by ERP to ERP in Qingsoft Yingtai PDM system.

Figure 3. Schematic diagram of data exchange between 17PDM system and ERP

3. 5. 8 coding management

The work of Qingsoft Yingtai product information coding involves two aspects: one is the overall design of enterprise classification and coding, including the norms, principles and methods of information classification and coding, which is based on the full analysis and scientific induction of enterprise information; the second is a software support tool that supports enterprise management coding rules and can automatically take codes according to the defined coding rules.

The coding rules of all kinds of product drawing numbers and materials are formulated by Qingsoft Yingtai themselves, and some consulting services can be provided according to their own information experience in the enterprise parts industry. Coding management module is divided into coding rule definition, coding management and coding application and approval, waste code recovery, coding and CAD integration and other functional modules. It can meet the functional requirements of Qingsoft Yingtai to realize coding rule management and automatic number taking. The coding management function framework of Qingsoft Yingtai PDM system is shown in figure 3. 18 below

Figure 3. 18 coding management function structure of Qingrou Yingtai PDM system

See figure 3. 19 below, Qingsoft Yingtai is a group enterprise, the company is divided into several subsidiaries, which are distributed in different regions of the country. In order to manage materials uniformly, Qingrou Yingtai's PDM system coding management supports distributed deployment, the application rights of material codes can be owned by all subsidiaries, and the approval and distribution authority of material codes is centrally controlled by Qingsoft Yingtai, which not only meets the requirements of all subsidiaries to apply for material codes, but also satisfies the unified management of materials by Qingsoft Yingtai.

3. 5. 9 Collaborative Workspace Management

Collaborative workspace mainly includes "current task", "work object", "document tracking" and so on.

A collaborative workspace is a user area where users work on private documents. When these documents are working, users can take any action on the documents, these documents are not officially released, if you want to publish to the document library, you need to go through a certain approval process. The operation of a document in a personal workspace has much in common with what it does in a document library. The biggest difference is that you can create new documents in your personal workspace. Online workspace is not only the resources shared by other users, but also the resources I share with other users, which is similar to the style of Windows, so that I can manage the shared resources well.

The "current Task" interface in the collaborative workspace window is mainly used to display the changed tasks received by the user, which is convenient for the user to view and operate. The document tracking interface in the collaborative workspace window is mainly used to find out which step in the process the document submitted by the current user is now in, who is executing it, when it is being executed, and so on.

Figure 3. 19 clear soft Yingtai material coding application flow chart

3. 6 summary of this chapter

According to the overall framework designed, according to the physical location distribution of the subordinate companies of Qingsoft Yingtai, the deployment scheme of PDM group is designed to meet the overall control requirements of Qingsoft Yingtai Group and the strategic goal of independent operation of each subsidiary. Combined with the actual business requirements of Qingsoft Yingtai, the application function modules of PDM system are designed, such as product structure, parts, drawings and documents, work flow, change, process, system integration, coding, collaborative work area management and so on. In the design process, the experience, convenience and application frequency of application personnel are taken into account, and digital management is realized through PDM system.

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