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Discussion on the implementation experience of Qingsoft Yingtai PLM

The term product life cycle management (PLM) is already very familiar to the technical personnel of the manufacturing industry. PLM system can realize the information management of enterprise design and development process and improve the efficiency and quality of design and development. It can not only effectively manage the drawings and documents of the R & D process, but also ensure the integrity, correctness and consistency of product data in the whole life cycle of a product. solve the problems of frequent changes and poor traceability in the process of product research and development, and realize the version management of data. Different PLM systems have different functions. At present, many PLM systems integrate project management, knowledge base management and electronic signature examination into the software, which brings great convenience to users.

Below, the author talks about some experiences on the implementation of PLM for colleagues to share. It mainly includes the selection of software, the investigation and analysis of enterprise requirements, the formulation of material coding rules, data collation and the online operation of the software, etc., hoping to be helpful to the peers who are ready to implement PLM.

After a preliminary understanding of PLM software, the first thing to do is to sort out the enterprise's internal data model and workflow. For example, the input, output and flow of the design, the input, output and flow of the process, the interface with ERP and so on. At present, what is the status of enterprise data, this work must be refined, and finally form a relatively perfect text, extensively solicit the opinions of technicians to determine which functions must be guaranteed and which can be changed.

With these technologies, we need to further investigate the software, take a little time to look at the software seriously instead of watching the PPT demonstration, and finally compare the functions of the software with the requirements of the enterprise, we will get the PLM software that is more suitable for our own enterprise. The next thing to do is user research, to go to the enterprises with successful PLM implementation to understand the use and software vendors' services and technical support, especially what problems users have encountered in the implementation process, and how to solve them finally.

Demand investigation and analysis

After the software is selected, the PLM developer will go to the enterprise to do a detailed requirements analysis. At this time, the enterprise should organize system administrators, excellent designers and craftsmen to set up a project team (preferably with technicians who are familiar with database development), further refine the text materials summarized during the software research, and connect with the technical personnel of the software company one by one, mainly including:

Organizational structure, departmental functions and job responsibilities, roles and examples of relevant departments related to product realization; investigation and analysis of the current situation of product realization; analysis of input and output status of product realization; investigation and analysis of the current situation of information technology; report development needs analysis and so on.

Finally, the two sides reached an agreement to form a requirements analysis report, and the software company carried out development work according to the requirements analysis report. enterprises improve the basic data and product data for software testing according to various types of data collation requirements and specifications provided by software companies.

Collation of basic data

The data entering the PLM system should have several characteristics: standardization, standardization and uniqueness, which requires that enterprises should make great efforts to sort out the basic data and product data according to the requirements of the software. The standard drawing tool CAD software version uniformly customizes the basic model templates of parts and components, customizes the basic templates of engineering drawings, and determines the drawing frames (A4H, A4V, A3, A2, A1, A0, etc.).

When the coding rules meet the requirements, the coding rules should be as simple and practical as possible. at the same time, the material code runs through the whole process of enterprise technology, production, procurement, finance, warehousing, sales and so on. General coding consists of feature codes, classification codes, pipeline codes, etc. Most PLM software integrates the functions of encoders. Users only need to make rules according to the usage habits of their own enterprises. Different enterprises need to encode different materials, which should be combined with the actual situation of their own enterprises. Large machinery manufacturing enterprises generally include the following codes:

(1) Product model compilation rules: the coding rules are simple, pay attention to the variant products of the same type to ensure that the code is unique.

(2) numbering rules of parts and drawings: according to the usage code, stipulate the same coding length and consider the redundancy of future product upgrades, that is to say, the number of digits of classification code and pipeline code should be long enough.

(3) numbering rules of standard parts and drawings: the code in the national standard parts is not unique. For example, GB5783-2000 represents a class of bolts of different specifications, and a unique code is required for each kind of bolt. As the number of standard parts is very large, users can consider coding the standard parts used by their own enterprises.

(4) General parts and drawing numbering rules: the products used in the product, such as thread blocks, welding nuts, flange parts, etc., can effectively improve the degree of generalization of the product by sharing it with the R & D personnel. Relatively simple products can also not consider general parts, in addition to national standard parts, non-standard parts are also possible.

(5) numbering rules of materials and auxiliary materials: classify and code the currently used materials and auxiliary materials, which is convenient for designers to choose, and can also avoid the situation that the material is not unique due to capitalization or full width. New materials can be added at any time in the future according to the process.

(6) numbering rules of process documents: there are many process documents in large manufacturing enterprises of small and medium batch products, such as process routes, professional process cards, work instructions, tooling, etc., which should be strictly coded when associated with product parts.

(7) equipment numbering rules: code all the equipment in the company to form an equipment library, which is convenient for CAPP call.

(8) change notice numbering scheme: including drawing change, BOM change, process change notice, etc., which is closely related to daily production, and the code should be easy to read and practical.

The basic database collates the above coding rules before sorting out the basic database, such as standard parts and drawing database, material database, auxiliary material database, equipment database and so on. Document template collating document template is the file format of input and output in the process of technical work, which should be unified and standardized into the PLM system and integrated with the encoder. Such as drawing change notice, process change notice, etc.

In the process of product development and continuous improvement, task assignment, design review, supervisor review, standardization review, department leadership review, chief engineer review, etc., until documents are filed, these links are essential. After the implementation of PLM, these works should be incorporated into the system, so it is necessary to sort out the process.

Combined with the actual situation of the enterprise, make a list of processes. For example, drawing signing process (including part drawing, assembly drawing, general drawing, etc.), process document signing process, change signing process, general parts adding process, and so on. Use the Excel table to express the process of each signing process, or in the form of a block diagram to facilitate the configuration of the software (figure 1 is the signing process of general parts design).

The arrangement of organizational structure includes departmental structure settings, user list and so on. The definition of user role includes system administrator, design engineer, process engineer, project manager (overall product), department leader, etc., which are related to data access and are finally set by the system administrator.

The collation of product data generally before the implementation of PLM, enterprises will have a large number of product data, such as electronic drawings, product BOM, process data, etc., most of these data have different versions or non-standard and other problems. In accordance with the requirements of PLM software, combined with the above templates and coding rules, the product data should be sorted out for PLM online use.

PLM is running online.

After the above work is completed, the basic data and testing product data are provided to PLM developers for software testing. This process further debugs the problems found in the software, and the problems in the data are further improved. After passing the software and data tests, the software and data can be put into trial operation.

Set up a PLM implementation project team, composed of system administrators, design, technology and other professional (or different roles) staff, to build a training environment, need to have a projector and meet the project team each a computer training site, the computer is connected to the server network environment.

Hold PLM launch meeting, all employees who use PLM software attend, first emphasize the importance of PLM implementation, and then conduct full staff training on the main functions and usage of PLM, so that employees have an overall concept of PLM software. Finally, the membership list of PLM implementation project team is announced. Software installation, PLM developer engineers install server software, while training system administrators, including installation, configuration, data backup, and then client software installation.

Centralized training, PLM developer engineers to organize the enterprise PLM implementation project team for full-time training. First of all, the basic data maintenance and import, the completion of training by the system administrator will be sorted out before all the basic data into the system; secondly, the organization of project team members for software functions and business implementation of all-round training; again instruct project team members to import the sorted product data into the system according to business operation requirements, such as BOM editing, query and output, submission and signing of drawings and documents, CAPP data archiving and so on.

Running online, the data enters the system to confirm that various outputs are correct, and to ensure that the project team members have mastered the functions of the software, then the PLM developer engineer empties the product data, the project team members return to their posts, are responsible for training employees of the same profession (or role), and import the sorted data into the system completely according to the business operation requirements according to the work flow. At this point, the complete product data is officially online. The implementation of PLM is a huge systematic project. In addition to the attention of the leaders, we must fully mobilize the enthusiasm of all staff and do every work in the implementation process in order to ensure that the data is accurately online. Qingsoft Yingtai PLM implementation experience website: www.plmpdm.cn

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