Engineering Manual/Process

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Teamcenter Engineering Data Management System
Agenda

• Introduction
• Engineering Manual/Process
• Views of Teamcenter
• Strategy
• Process
• Current Status
• Summary

Rich Stanek On behalf of the Teamcenter
Implementation Team
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Introduction

• What is Teamcenter?
• Software tool to help us do our jobs better
• Commercial, Product Lifecycle Management (PLM)
  software (Siemens)
• Document and Process centric relational
  database (Oracle)
• Used by many large, internationally based
  manufacturing companies
• Also used by DESY for the XFEL project (TC
  Enterprise)
• CERN study on EDMS identified TC as upgrade to
  their present system
• Who will it affect?
• Labs technical, procurement and fabrication
  staff
• Scientists, engineers, designers, technicians,
  machinists, QC,
• ESH Procurement personnel
• Mechanical, electrical, and civil disciplines
• Used for projects and for internal engineering
  data
• Allow access for Collaborators
  (project-related eng. documents)

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Product Lifecycle Management
Product Lifecycle Management (PLM) is the
process of managing the entire lifecycle of a
component and its associated data from
conception, through design and manufacture, to
service and maintenance, and finally
disposal. provides an engineering information
backbone for companies and their extended
enterprise.
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Introduction (contd)

• What type of documents will be stored in
  Teamcenter?
• Focus on engineering documents and data
• CAD files, specifications, requirements
  documents, engineering
• calculations analysis, safety documents, QC
  reports, vendor data...
• Will this be our only Document Management
  System?
• No. Lab is also pursuing SharePoint as a more
  general DMS
• Teamcenter will be integrated with SharePoint
• There may be a few other systems that will be
  integrated as well
• Goal is one common access point for documents
• one stop shopping

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Introduction (contd)

• What problems are we trying to solve?
• Lack of a common EDMS ? Many DocDB instances
  and ad hoc systems
• Makes collaboration (even between Divisions)
  difficult
• CAD files are disjointed ? mechanical,
  electrical, civil all handled differently
• Hard to find information, engineering reports,
  analysis on previous designs
• Reinvent the wheel far too often
• Loss of data/information when people retire or
  move to another project
• Reviews and Signoffs require a manual process
• Often without full information available to the
  approver

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Introduction (contd)

• Why did we choose Teamcenter?
• Started off within the CAD Tools Committee as
  a means to replace our
• mechanical CAD (I-deas) TDM ? has grown into
  something much bigger
• Needed software that could handle all of our
  common file formats
• NX, AutoCAD, MS Office, pdf, JT, as well as a
  variety of ECAD formats
• Wanted a system with a proven track record
  that had all the capabilities
• Minimize customization to limit problems with
  updates
• Were able to partner with Siemens to create
  an affordable solution

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Engineering Manual
Archiving and Control (page 30) In the future,
Fermilab will implement a lab-wide Electronic
Document Management System (EDMS). This will
provide a central location and common method for
document storage, document identification,
workflow, configuration control, change
management and document retrieval. The future
is now and the EDMS is Teamcenter
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Engineering Process Teamcenter

Teamcenter - EDMP
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Organizational View
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Functional View
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Core Team and Steering Committee Members
Division/Section Core Team Members Steering Committee Members
CD Bob Andree Tony Metz Scott Nolan/Julie Trumbo Nelly Stanfield Simon Kwan Bill Boroski Rich Karuhn Tony Metz Bob Tschirhart
TD James Blowers Tom Nicol Dave Harding
AD - Mechanical Tony Parker Salman Tariq Paul Czarapata
AD - Electrical Rich Divelbiss
AD Cryogenics Alex Martinez Phil Pfund (safety)
PPD Mechanical Dave Pushka Peter Wilson
PPD - Electrical Marcus Larwill
ESH Jody Federwitz Cindy Rogers
Directorate Rich Stanek, Kathryn Grim (PR) Rich Stanek
FESS Jim Niehoff Randy Ortgiesen
Manufacturing Ed Hagler
Project Management Elaine McCluskey
Integration Partner Siemens
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Begin Lab transition of IDeas to NX
(Mechanical CAD)
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Current Status

• Core Team has met a few times
• Still in discovery phase
• Will start to break into smaller Working
  Groups
• Need to understand
• How engineering data is currently handled in
  each group
• Systems/software that are in place and should
  be continued
• Meeting with India Labs representatives
• Work on details of how pilot project system
  can be configured
• Understand infrastructure limitations
• Initiating contract for consulting services
  for final system
• Will use industry best practices to help
  establish data schema
• Building up hardware architecture
• Utilize existing infrastructure as well as new
  hardware purchase
• High availability, scalable, redundancy

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Summary

• Teamcenter will be the Labs EDMS
• Have a plan for how to proceed
• Purchased the required software licenses
• Established program phases
• Charter/Roadmap will guide implementation
  process
• This program has
• Directors support
• Funding for hardware, software, licenses and
  consulting
• Team is forming to align and implement the
  software
• Strong representation from around the Lab
• Needed for success
• Commitment from D/S/C and Department Heads
• Acceptance from the engineering and technical
  staff
• Resources for training, data migration and
  testing