1. 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

2. Introduction What is Teamcenter? Who will it affect?
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?
Lab’s technical, procurement and fabrication staff
Scientists, engineers, designers, technicians, machinists, QC,
ES&H & Procurement personnel
Mechanical, electrical, and civil disciplines
Used for projects and for internal engineering data
Allow access for Collaborators (project-related eng. documents)

3. 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.”

4. Introduction (cont’d)
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”

5. Introduction (cont’d)
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

6. Introduction (cont’d)
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

7. 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

8. Engineering Process & Teamcenter
Teamcenter - EDMP

9. Organizational View

10. Functional View Single Source of Product Data Teamcenter
CAD DATA MANAGEMENT
NX, AutoCAD
Drawing & 3D
ACCESS CONTROL
Information Security
INTEGRATED VISUALIZATION
Access 2D & 3D Drawing
Sectioning / Measure / Clearance Check
No CAD Tool Required
COLLABORATION
Share Documents,
Conference
BOM MANAGEMENT
Design Re-use
Variants / Options
RELEASE MANAGEMENT
Engineering Release Process
Teamcenter
Single Source of Product Data
MS Office
Integration

11. 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
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
ES&H
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

12. Begin Lab transition of IDeas to NX (Mechanical CAD)

13. Current Status Meeting with India Labs’ representatives
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
Working with the SharePoint Team to assure smooth integration

14. Summary Purchased the required software licenses
Teamcenter will be the Lab’s 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
Director’s 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