Presentation on theme: "Engineering Documents Manager – EDM"— Presentation transcript:
1 Engineering Documents Manager – EDM An assistant to process large engineering Excel, PDF and Word files easily and efficiently
2 Engineering Documents Manager – EDM OverviewFunctions and operationsOpen a new job and load related files to EDM databaseModify Excel filesAudit Excel filesCreate Excel filesSearch related information between Excel and PDF filesSearch related information between Excel and Word filesGet statistics from different filesExplore and manage all files in a EDM job
3 OverviewGoal: Provide an unified software application to process Excel, PDF, Word and other files.It helps project engineers (especially instrumentation control engineers) to easily and efficiently process large engineering Excel files.Allows project engineers to get with one click all information needed for design or configuration, also helps EPC engineers and designers to provide a high quality work package.Functions: Audit and modify engineering Excel files; create new engineering Excel files; customized search from related Excel, PDF and Word files; Get various statistics from different Excel files; Explore and manage all files in EDM job.
4 Open a new job and load related files to EDM database Project engineers and designers usually process different engineering files for different tasks at different times. In EDM we call these tasks jobs. When you start a new job in EDM, you will be asked to name the new job and load related Excel files to EDM Database first.For demonstration we created four Excel files with one sheet each. They are “Test Alarm Assignment.xls”, “Test External Cable.xls”, “Test Instrument Index.xls” and “Test IO Assignment.xls”.We open a new job named “Job For Demonstration”, and load the four Excel files to EDM Database.
5 Open a new job and load related files to EDM database Detail information of each record or rowLoaded and opened “Test Instrument Index.xls” in first file folder of EDM
6 Open a new job and load related files to EDM database It shows how many columns and rows in this Excel fileLoaded and opened “Test IO Assignment.xls” in second file folder of EDMBack To Menu
7 Modify Excel FilesEDM provides wide choices for project engineers and designers to modify Excel files easilyNext slide will show modified Cable NamesDifferent modifying functions for different purposesLoaded and opened “Test External Cable.xls” in modifying file folder of EDM
8 Modify Excel FilesCable Names in “Test External Cable_Test Cable” have been modifiedModified Cable NamesModified “Test External Cable.xls” in modifying file folder of EDMBack To Menu
9 Audit Excel FilesIt costs lots of time and human resource to find minor errors or incomplete data in large engineering Excel files. In order to help project engineers to find it easily and help designer to provide a high quality work package, EDM provides two auditing operations. One is general auditing: it is designed for general Excel files in all fields, such as finance, insurance, construction, engineering… The other is professional auditing, designed for instrumentation control engineering Excel files.In general auditing, EDM will check the key columns for missing data. In addition, EDM will check the key columns for differences in data between sheets.
10 Audit Excel FilesThis slide shows the setup in EDM to check for differences in the same columns between “Test Instrument Index” and “Test IO assignment”. Following slides will show you Excel and Word report of auditing resultTo check if “IO Type Name”, “System”, “PID Drawing” and “Instrument Module” have different data in Excel files “Test Instrument Index” and “Test IO Assignment”
11 Column “System” in two Excel files Audit Excel FileThis slide shows Excel report of general auditing resultColumn “System” in two Excel filesFound potential conflicts or mistakes of same column in different Excel files marked with red underline
12 Audit Excel Files This slide shows Word report of auditing result From Word report, you can know:Operation descriptionSource and result filesOperation resultLocation of report file
13 Audit Excel FileThe second audit option is professional auditing. Professional auditing can check:Potential conflict between Tag Number and Loop NamePotential conflict between Tag Number and IO Type NamePotential conflict between Tag Number and LocationPotential conflict between HH Alarm and Hi AlarmPotential conflict between LL Alarm and Lo AlarmPotential conflict between High Alarm and Low AlarmAnd more…
14 Audit Excel FilesThis slide shows the setup for professional auditing to check for potential conflict between Tag Number and IO Type NameTo check the potential conflict between “Tag Number” and “IO Type Name” in Excel file1 “Test Instrument Index”
15 Found potential conflicts or mistakes marked with red text Audit Excel FilesExcel report for professional auditing for potential conflict between Tag Number and IO TypeFound potential conflicts or mistakes marked with red textBack To Menu
16 Create New Excel FilesAnother highlight of EDM is the ability to help project engineers and designers to create a new Excel file easilyThe following demonstrates the ease to create a new Excel file in EDM. In this example EDM will create a new file with 5 columns. Setup in this example is:Created New File Name: Created by EDM for DemonstrationCreate New File by New RuleNew Rule Name: The Rule for DemonstrationIn this example EDM will use rule “The Rule for Demonstration “ to automatically create the new file “Created by EDM for Demonstration” with five columns:Column 1 is directly from File1 column1Column 2 is directly from File2 column2Column 3 is related to File1’s column 3 and File2’s column 3; these two column value joined together by customized string “ This string is added by user and between File1 col3 and File2 col3“(typed by customer)Column 4 is a simple column with customer typed string “This string is added by user for column 4”Column 5 is without data in purposely
17 Create New Excel FilesThe setup for this example to create a new file named “New File Created by New Rule for Demonstration” with five columnsIt is so easy to create a new file that you only need to do:Give names to new file, new rule and new columnsChoose how to get data for new columnType customized string for new column if it needsClick “Add New Column” and “Create New File” buttons
18 Create New Excel FilesThe Excel report for created new file named “New File Created by EDM for Demonstration”This is created new file in EDM Database format; next slid will show its Excel format
19 Create New Excel FilesThe new file named “New File Created by EDM for Demonstration ” is opened in MS ExcelCreated new file will automatically be exported to Excel format from EDM DatabaseBack To Menu
20 Search Information Between Excel and PDF Files EDM has integrated the ability to process PDF, MS Word and Excel files in one software environment. Given to this project engineers and designers can search information which is related PDF and Excel files easily and efficiently. They can search any data of any column in File1 or File2 in any PDF file on same screen by double click.Double click any cell, immediately get what you want in PDF
21 Search Information Between Excel and PDF Files Search any customized text in any PDF files, and get search result list on same screen.Search customized text “description of tag”, and get search result list hereBack To Menu
22 Search Information Between Excel and Word Files EDM provided three powerful search functions for project engineers or designers to search information between Excel files and Word files easily. They are:Search any information of any Excel file in any Word fileOpen a Word file in EDM, select one Excel fileDouble click any cell, get what you want immediately in opened Word fileSearch customized text in opened Word fileType customized text in search boxClick search buttonDirectly search description for any Tag Number in control narrative or philosophyOpen a control narrative or philosophy Word file in EDMChoose “Connect Control Narrative With Tag No. In File1 or File2Click “Connect Control Narrative To Tag Number” to build a interconnect between Tag Number and control narrative by adding two new columns to Excel file. One is Control Narrative Document name; the other is page number on which the most description about related Tag Number is. If you did not do this operation yet.Choose Tag Number to search, and click “Go To Page” button
23 Double click any cell, immediately get what you want in Word file Search Information Between Excel and Word Files1. Search any information of any Excel file in any Word fileDouble click any cell, immediately get what you want in Word file
24 Search Information Between Excel and Word Files 2. Search customized text in opened Word fileSearch customized text “description of tag”, and get its location in Word file
25 Search Information Between Excel and Word Files 3. Directly search description for any Tag Number in control narrative or philosophyAfter building a interconnection between Tag Number and control narrative or philosophy Word file, click “Go To Page” to find it quicklyBack To Menu
26 Get statistics from different files EDM provided various statistical operations for different purposes, and classified in three groupA. Get statistics based on two selected columns have same or different value in two filesThis operation is very useful to find the difference and similarity between two different versions of same files.B. Get statistics based on one selected common column’s value between two filesThis operation provided a possibility to get cross statistics from different filesC. Get statistics based on one selected column’s value in one fileThis operation can pickup any typical records in one file.
27 Get statistics from different files Get various statistics based on different operations for different purposesBack To Menu
28 Explore all files in the job from Job Tree Explore Job Tree to see a big and whole picture of the jobFrom Job Tree, you can know:How many Excel files have been loaded in the jobWhich file is in First or Second file folderWhich file is under modifyingExcel report of auditingCreated new Excel files in the jobOpened PDF and Word filesStatistics and files in the job
29 Manage all files in job from Job Tree Delete or export files in job from job treeTo delete or export a file in EDM job by right click to call up the popup menu
30 Manage all files in job from Job Tree One exported file from job tree is opened in MS ExcelBack To Menu
31 Engineering Documents Manager – EDM Thank you!Presented by: Charles Li