WorkingwithPLM/CADintheIn-KindcollaborationatESS

HenrikLindbladGroupLeaderPLM&Processsupport

www.europeanspallationsource.seNOV15,2016

ScopeforworkingwithIn-KindCAD/PLMintegrationatESS

• TheneedforintegratingtheIn-KindpartnersintheESSPLMplatformwasidentifiedearlyintheproject

• TheCAD/PLMtoolschosenatESSwasevaluatedalsofortheirabilitytofacilitatethis

• DifferentlevelsofintegrationforIn-Kindwasdefinedearlyintheproject

• ThestrategyforhowtointegratewithIn-KindisdependentonanumberofvariablesmoreorlessuniqueforeachIn-Kindpartner

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EarlystrategiesforintegratingIn-KindinESSPLM

ItwastheintentionatESStogettheIn-KindpartnersintegratedinthePLMworkatanearlystageforanumberofreasons:

• Early3Ddesigncoordinationenablesearlydetectionofclashesandcriticaldesignareas

• Usingsametoolswhenpossibleenablesbetterandfasterdesigniterations

• Maintainingparametricdesigndataenablestraceabilityinallchangesandsaveslargeamountsoftimeondesignchanges.Minimisesrisksfor”lostintranslation”

• UsingonedatabaseforcomponentsandmaterialsenablesESStoaligncomponentsused,andsaveonstocksandmaterialsmanagement

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ESSCAD/PLMtoolsforintegration

ESSisusing3DExperiencefromDassaultSystémesasCAD/PLMplatform,theESSPLM”flavour”iscalledCHESS(CollaborationHomeESS)• Verysuitablefordistance/multisitedesignwork• Smartmanagementofcacheinoff-siteCADworkstationsreduces

datavolumeindesigndatatransfers• WebbasedPLMinterfaceenablesaccessfromalmosteverywhere• WorkswellwithVPNorremotedesktop• After4yearsstillnoneedforreplicationservers(maystillhappenif

wearegood)• >1200registeredusersatESSandIn-Kindtoday• BackofficesupportforIn-Kindandsuppliersthatarenotworkingin

CHESS

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SettingupIn-Kindcollaboration

ThereisaworkflowforhowtheworkpackagesatESScangethelpwithsettinguptheIn-Kindexchange(inreview).1. RequestmadeatESStoPLM&ProcessSupportforsetup2. Evaluationofworkpackage/scopetogetherwithWP/WUleaderatESSwith

regardstosize/scope/complexityofworkpackage3. InvestigationofIn-Kindpartner(toolsusedtoday,allowedtouseVPN,etc.)4. Recommendationtolevelofintegration(1,2or3,nextslide)basedonscope

anddiscussionsalsowithIn-Kind5. Practicalintegrationsetup(registerusers,VPN,licenses,trainingplanning

etc.)6. RollouttoIn-Kindpartner/contactsatESSandsupport

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3LevelsofIn-Kindintegration

• ESSdefinesIn-KindconnectiontotheCHESSPLMdatabaseinthreedifferentlevels:

• Level1:– EntrylevelofexchangewheretheIKC’sisnotconnectedtothePLMsystem,design

dataisdeliveredinnative+neutralformattoESSandESSBackofficeispointofcontactfortheactualexchange,andupdates.

• Level2:– Typicallyusedforcollaborators/supplierswithdesignresponsibilitiesofamore

complexorlongertermnature.AlimitednumberofusersattheIKC,areconnectedtothePLMdatabaseandresponsibleforupdatingthedesigninformationanddesigncoordination.

• Level3:– ForcollaboratorswiththeneedtoworkconcurrentlywithintegrationtotheESS

designoveralongerperiodoftime.ThesewillneedtobeconnectedtotheCADdatabaseorareplicadatabase(multisite)toworkdirectlyconnected,thesamewayasusersattheESSofficeinLund.

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In-Kind CAD/PLM set up procedure

EvaluateInKindNeeds

CompileInKindData

InKindDesignIntegrationDoc

UpdatedInKindDesignIntegrationDoc.

Hardware

Software

Licenses

Training

Support

DefineDeliverables

Request

DesignDataExchange

Formats

ExchangeInterval

ApproveInKindDesignIntegrationDoc

Go-Live

Level3

RecommendLevelofIntegration

Level2DeployatInKind

Level1SendtoBackOffice

UpdatedInKindDesignIntegrationDoc.

Compile data using the template called “In Kind Design Integration Document”, which outlines the framework.

Evaluate the In Kind Partner needs based on the request.

CAD/PLM Support and Work Package Leader

Define the deliverables for the In Kind Partner.

Based on findings in previous activities recommend a level of integration. Level 1: no installation needed. Level 2 and 3: installation needed at In Kind Partner.

The document is deemed complete and solution how to proceed agreed upon.

Request sent to Back Office. No ESS specific Hardware or Software installation. Request/ create users in AD/CHESS, define access rights and duration of users. Roll out design data upload tool to In Kind.

ESS installation required. Deploy at In Kind Partner facility, potentially using easy upload tool.

LessonslearnedonsettingupPLMforIn-KindInvestigatetheprojectprerequisites• Requirements(scope)

– ScopeforCAD/PLM,whatisappropriatetodointhePLMsystem,whatcanbemanagedoutside

– Organisationalmaturity/MandateandsupportfrommanagementforPLMalsointheCollaboration

– Regulatoryrequirements– Sizeoforganisations– Qualityandotherrequirements

• Schedule– WhatifthereisnoIn-Kindcontractsinplace?Abilitytodefinedeliverables

intimeetc.– WhenisthefunctionsdefinedbythescopeneededintheIn-Kind

exchange?• Cost

– Whoispayingforwhat,whenandforhowlong.

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ChallengessettingupPLMforIn-Kind

• ”Political”Negotiatingwithoutcontracts,influenceonprojectscopeetc.

• TechnicalDistanceInfrastructureEtc.

• UserrelatedToolsalreadytrainedandusedatIn-KindpartnerIn-Kind’ssupplychain

• ProjectrelatedSchedule,istheretimetosetup.Cost,isthereabudgetatIn-Kindforsoftware/training/supportetc.Scope,hasdeliveriesbeenagreedupon?

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Historyanddecisions

• 2012:ESSmanagementdecisionforCATIAv6andEnovia(CHESS)R2011x…Lackofadoption/progressiveexpansionofalternativetools…

• ExtensiveReviewinNovember2014• December2014:formalconfirmationthatCATIAv6andCHESS(ENOVIAv6)arethe

supportedandstandardESStools fordesignandPLM.• Jan2015golivewithR2014x• January2015:CHESSupdateandinstructions/organizationforimprovedeaseofuseof

designtools.• February2015:launchofTaskForceson“PLMstrategy”and“NewDocument

ManagementSystem”+“DefinitionofPLMfrontier”.• May2015:publicationofTaskForces’recommendations(ESS-0028997,-0032771,-

0031676,-0033208) + publicseminaronJune12.• June2015:nominationofP.RådahlasLeaderforPLM+2nd mandatetothePLMTask

Forceforrefiningscope,resourcesandplan.• September2015:DecisionforFBS/LBSandacommonESS-tag,usingRDS(ESS-003652)• November2015:PresentationofPLMTaskForcerecommendationstotheETB.• November2015:EMTdecision-supporttolaunchProjectInformationManagement

(PIM)andapprovalofRoad-map(ESS-0052040).• November2015NominationofP.RådahlasESS ProjectInformationManager• November2015:DecisiontocomplementPIMstandardtoolswiththeAtlassian based

collaborationtoolasstandardforESS. 10

2012

2014

2015

PLM/PIM

ThescopeforPLMatESShasbeenmodifiedtoincludeProjectInformationManagement(PIM).Thismeanssite-widedesignandoperationsdatamanagmentforalldisciplinesinallphases.

• PeterRådahlisPIMProjectInformationManager• ThereisateamworkingwithimplementingPIMatESS,leadbyKaren

JonsdottirwhoistheProgramManager• ThereisaPIMContentManger,JoakimMeyer,whoistaskedwithhelping

theprojectsconsolidatingtheirdesigndatainPIM• Thereisasupportteamreadytohelpandtrainallusersonhowtoworkin

thetools,alsofortheIn-Kindpartners

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PIMSoftware’sinuse@ESS

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PIMToolsToolname Purpose Useranalysis3DExperienceplatform

/CHESSPLMtool,usedforlifecyclemanagementandstructuringallthedifferentdesigndataanddocumentationfromtheauthoringtoolsandotherinputsaswell.

AllESSusersinvolvedinthedesignworkofthemachineorthefacility.Userswithbothauthoringreviewingandapprovingtasksinthedifferentspecifyingdescribingorrequirementdisciplines.

3DExperienceplatform/CatiaV6

Mechanical3Ddesigntool,usedfordesignmodels&drawings,designcoordinationof3DmodelofcompleteplantlayoutEPL.Alsoforschematic piperoutingandcablewaysspaceallocation.

IsusedatESSandincollaborationto,byallmechanicaldesigners,leadengineers,workpackagemanagersandprojectleaders.Maintoolforintegrationworkofmachineinternalinterfacesandmachine-buildinginterfacesaswell.

Dymola Simulation/Analysistool,usedforflowandsystemssimulationfordifferenttypesofmediaandpurposesinseveraldivisions

SystemEngineersanddesignersworkingonmediaanddistributionsystemslikecoolingcircuits

Ansys Analysistoolforstrengthandstresssimulationsfortheproperdimensioningofcriticalcomponentsandsystemsinthemachinedesignprimarily.

Usedbymechanicalengineersresponsibleforanalysisandcalculationsonsinglecomponentsorcompletesystems.

ePLAN Electricaldesigntooluseforelectricalcircuitsandsystemsdesign,electricaldrawingsandinstallations.

Electricaldesignengineers,leadengineersandworkpackagemanagersresponsibleforelectricalsystemsdesign.

DoorsNG Requirementsmgmt.tool,usedtocoordinatealignreview,reviseandmanagetherequirementsonESSonallappropriatelevels.

AllESSusersthatarewriting,gathering,reviewingorapprovingrequirementsandtheirlifecycles.

Cfdesigndatasoftware's(Navisworks,Revit)

Buildingsdesigndoneinothertoolsthanmachinedesigndisciplines,itwillbenecessarytoupkeepthesetoolsalsoinoperationstohavebuildingdataundercontrolforchanges/repairs.

CFdesigncoordinatorsandbuildingmaintenance,repairstaff.

P&ID+IsometricdrawingstoolsAvevaE3D

Atoolformakingpipingandinstrumentationdiagramsandtranslatingthemintoisometricdrawingsthatcanbeusedforinstallationofpipesandpipesystems.

Systemdesignengineers,leadengineersorleadscientistswithresponsibilityformediasystemsdesignandinstallation.

(MROsystem) Usedfortrackingplanningandperformingmaintenance,repairandoverhaulsofthefacility.

Allengineersandmaintenance/operational staffneedingtoplan,performanddocumentMROactivities

CHESSWe’renotdoneyet...

AstheESSprojectprogressessodoesthetoolsKeepinmind,thesoftwareplatformconfigurationisjustasgreenfieldastherestoftheproject

Comingadditions/features:-Newrelease2016x-EasyuploadtoolforIn-Kind-Functional/Locationbreakdownstructures-Asbuiltstructures-Userinterface-Embeddedviewer

-Andmuchmore?In-Kindarestakeholders,wewantyourcontactandyourinput!

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Easyuploadtool,conceptualdesign

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Easyuploadtool,conceptualdesign

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Newversion2016x

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Newversion2016x

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Thankyouforlistening!

Henrik.Lindblad@esss.se GroupLeaderPLM&ProcesssupportKaren.Jonsdottir@esss.se PIMProgramemanagerJoakim.Meyer@esss.se PIMContentmanager

backoffice@esss.se Backoffice,CAD/PLMdesigndataexchangesupport

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