1. Copyright (C) 2005 Standards-based Engineering Framework for Next Generation PLM IDA-STEP: Integrating Distributed Applications based on STEP Presenters: Dirk Zwemer 2 - Dirk.Zwemer@InterCAX.com Manas Bajaj 1,2 - Manas.Bajaj@InterCAX.com Co-Authors: Russell Peak 1,2, Lothar Klein 1,3, Mike Dickerson 2 1. Georgia Institute of Technology - www.gatech.edu 2. InterCAX, LLC – www.InterCAX.com 3. LKSoft – www.lksoft.com PDE 2005 The 7th NASA-ESA Workshop on Product Data Exchange (PDE) April 19-22, 2005 Manufacturing Research Center, Georgia Tech, Atlanta, USA North American LKSoft Representative IDA-STEP www.ida-step.net

2. 2 Copyright (C) 2005 www.InterCAX.com Abstract Standards-based Engineering Framework for Next Generation Product Lifecycle Management Manas Bajaj and Russell Peak (InterCAX and Georgia Tech), Lothar Klein (LKSoft and InterCAX), Mike Dickerson (InterCAX), Dirk Zwemer (InterCAX) We envision a computer-based engineering framework that encapsulates tools, models and methods associated with products and processes in the engineering world. A framework with this scope abounds with diversity of representation, techniques, interfaces and agents (humans and computers). Open standards (ISO STEP, W3C XML, OMG UML, etc.) enable to bridge this diversity with richer knowledge representation and semantic continuity. In this presentation, we focus on current and emerging standards-based technologies that shall play a central role in realizing this engineering framework for next generation PLM. We shall discuss and demonstrate the role of IDA-STEP in providing a framework for standards-based model and technique integration. IDA-STEP (www.ida-step.net) is a standards-based PLM application that enables the integration of CAD, CAE, PDM and Manufacturing Process models in a multi-user, distributed environment. In its current generation, IDA-STEP uses STEP-based content models for product and process descriptions in the following domains: electronics (AP210), automotive (AP214), mechanical (AP203), cabling (AP212), systems engineering (AP233). Additionally, IDA-STEP uses XML-based technologies for highly customizable and rich user interface. IDA-STEP supports models generated in many common ECAD, MCAD, Systems Engineering (SE), PDM, Manufacturing Process Planning (MPP) applications via STEP-based translators and interfaces available for them. In some cases, IDA-STEP has direct extensions available for these applications. The list of applications currently supported by IDA-STEP is as follows: MCAD - UGS-NX, CATIA, ProE, IDEAS Cabling – EPLAN, Logical Cable (prototype) ECAD - Mentor Boardstation, Zuken Visula, EAGLE, OrCAD PDM - UGS Teamcenter Engineering SE - UGS Teamcenter Requirements, DOORS, MS Project MPP– eMPlanner We shall also highlight some key CAE-based applications that use the standards-based product models created / enriched by IDA-STEP for high fidelity analyses.

3. 3 Copyright (C) 2005 www.InterCAX.com Contents u Engineering Framework for PLM –Models-based Enterprise –Conflicting Constraints on Product Realization Systems u IDA-STEP –System Architecture and Enabling Technologies –Overview –Integrators, Converters and Plugins u Simulation-based Design driven of rich product models –Multi-Fidelity analysis –Design-Analysis Integration Methodologies

4. 4 Copyright (C) 2005 www.InterCAX.com Engineering Framework (EFW) Components & Views u Some EFW “components” … –Computing - networks, machines, software (tools) –Content - information modeling and knowledge representation (models and interoperability) –Communication - content access protocols –Control - work flow & business processes –People - including their specific skills and roles u Some views of an EFW … –Computer Network View –Software Tool Organization View –Product and Process Model Content View –Tool-Product Model Relationships View Our Focus

5. 5 Copyright (C) 2005 www.InterCAX.com “How do we connect people, their models, and their tools?” [Olsen, 1994]

6. 6 Copyright (C) 2005 www.InterCAX.com Notion of a collective product model Enabler for a model-based enterprise Collective Product Model Information Models and Meta- models - International Standards, Industry Specs, Corporate Standards, local customizations Modeling languages –EXPRESS, XML, UML, SysML, OWL, … Analysis Electrical and Electronics Mechanical Systems Engineering Product Data Management Manufacturing & Process Planning Software NX Catia ProE Wildfire … Eagle Visula … Board StationAllegro … PGPDM Windchill Enovia ABAQUS MSC.Nastran ANSYS … JBuilder … ClearCase Eclipse … DELMIA E-factory STEP AP233, SysML STEP PDM Schema STEP AP203, AP214 STEP AP210 STEP AP214, AP224, AP240 STEP AP209 UML, XML, … Standards-based sub-models DoorsCore … Teamcenter Reuqirements RequsitePro Teamcenter Engineering Teamcenter Manufacturing Standards that concern the entire scope of product lifecycle: STEP AP239 (Product Life Cycle Support), …

7. 7 Copyright (C) 2005 www.InterCAX.com “And this… this is our first weapons system produced entirely with IT.”

8. 8 Copyright (C) 2005 www.InterCAX.com Model-based PLM with Fine-Grained Interoperability Domain Abstraction Level Requirements SoftwareElectronics Structures Systems Engineering Legend Model interfaces: Fine-grained associativity relations among domain-specific models and system-level models Development Process (system enrichment) … Rich models: Information objects Parametric relations … … … … … After Bajaj, Peak, & Waterbury 2003-09 Customer Requirements … … … Human Interfaces … Models of varying abstractions and domains

9. 9 Copyright (C) 2005 www.InterCAX.com Engineers need to… u Realize complex virtual products –…with rich knowledge representation –…across multiple disciplines –…in a distributed environment u Use intuitive and simple application interfaces –…to conceptualize products, –…to evaluate models (simulation-based design), and –…to connect different levels of abstraction and stages of development Conflicting Constraints on Product Realization Systems

10. 10 Copyright (C) 2005 www.InterCAX.com Contents u Engineering Framework for PLM –Models-based Enterprise –Conflicting Constraints on Product Realization Systems u IDA-STEP –System Architecture and Enabling Technologies –Overview –Integrators, Converters and Plugins u Simulation-based Design driven of rich product models –Multi-Fidelity analysis –Design-Analysis Integration Methodologies

11. 11 Copyright (C) 2005 www.InterCAX.com IDA-STEP – www.ida-step.net Integrating Distributed Applications based on STEP IDA-STEP is a standards-based PLM application that enables the integration of CAD, CAE, PDM and Manufacturing Process models in a multi-user, distributed environment currently supports mechanical, electrical, mechatronics, automotive, manufacturing process planning, plant layout domains …is being extended for supply chain, ship assembly

12. 12 Copyright (C) 2005 www.InterCAX.com What can IDA-STEP do for you ? Principle Use Cases u Information exchange (homogenous and heterogenous systems) u Information and Knowledge Archival u Information integration Principle Activities u Model inspection (free Viewer) u Model enrichment (e.g. auxiallary design info, PDM info, analysis results) u Model merging

13. 13 Copyright (C) 2005 www.InterCAX.com Enabling Technologies in IDA-STEP u STEP-based content models for Knowledge Representation http://www.tc184-sc4.org/SC4_Open/SC4_Work_Products_Documents/STEP_(10303)/ http://pdesinc.aticorp.org u JSDAI (Java-based Standard Data Access Interface) API http://www.jsdai.net u XML-based customizable user interface http://www.w3.org/XML/ u Database technologies Oracle: http://www.oracle.com/database/index.html MySQL: http://www.mysql.com/ u PLM Services (OMG) http://mantis.omg.org/mfgppepdm.htm#PLMv10

14. 14 Copyright (C) 2005 www.InterCAX.com IDA-STEP: Feature Overview PDM viewing and editing u Organization, Person u Product Identification u Classification u Versions, Design View u Properties u Approval, Effectivity u Contract, Security Certification u Managed Document u Digital File u Assembly Tree u Project, Activity, Work Request Geometry u 3D-Visualization u 2D-Drawings & Linking Process Plan and Operations (Electrical Installation) Data Exchange and Integration u Import & Export, Workspace concept u Interactive Merging, Copy & Paste u STEP Database u Automatic Merging

15. 15 Copyright (C) 2005 www.InterCAX.com IDA-STEP Philosophy Model-based PLM Collective Product Model Information Models and Meta- models - International Standards, Industry Specs, Corporate Standards, local customizations Modeling languages –EXPRESS, XML, UML, SysML, OWL, … Analysis Electrical and Electronics Mechanical Systems Engineering Product Data Management Manufacturing & Process Planning Software NX Catia ProE Wildfire … Eagle Visula … Board StationAllegro … PGPDM Windchill Enovia ABAQUS MSC.Nastran ANSYS … JBuilder … ClearCase Eclipse … DELMIA E-factory STEP AP233, SysML STEP PDM Schema STEP AP203, AP214 STEP AP210 STEP AP214, AP224, AP240 STEP AP209 UML, XML, … Standards-based sub-models DoorsCore … Teamcenter Reuqirements RequsitePro Teamcenter Engineering Teamcenter Manufacturing

16. 16 Copyright (C) 2005 www.InterCAX.com IDA-STEP- Collective Product Model View Left panel: - Root tree - Assembly Tree - 2D view, 3D view Right panel: - Info pages - Log

17. 17 Copyright (C) 2005 www.InterCAX.com Product Identification

18. 18 Copyright (C) 2005 www.InterCAX.com 3D-Visualization

19. 19 Copyright (C) 2005 www.InterCAX.com 2D Technical Drawing

20. 20 Copyright (C) 2005 www.InterCAX.com Linking 2D with Product Structure

21. 21 Copyright (C) 2005 www.InterCAX.com Process Plan

22. 22 Copyright (C) 2005 www.InterCAX.com Automatic Merging: Strategy Step 1: Analyzing / Comparing the information structure of the source and target models Step 2: Detailed merge operations, based on analysis in step 1

23. 23 Copyright (C) 2005 www.InterCAX.com Contents u Engineering Framework for PLM –Models-based Enterprise –Conflicting Constraints on Product Realization Systems u IDA-STEP –System Architecture and Enabling Technologies –Overview –Integrators, Converters and Plugins u Simulation-based Design driven of rich product models –Multi-Fidelity analysis –Design-Analysis Integration Methodologies

24. 24 Copyright (C) 2005 www.InterCAX.com IDA-STEP Converters, Integrators and Plugins u IDA-STEP Electronics (formerly STEP-Book AP210) –ECAD: »Cadence OrCAD, »CadSoft Eagle »Mentor Graphics BoardStation and PADS »Valor ODB++ »Zuken Visula/CADIF »Gerber »Cadence Allegro (under development) –MCAD » STEP AP203 and AP214 IDA-STEP u Electric (AP212) –EPLAN 5 Converter –Logical Cable

25. 25 Copyright (C) 2005 www.InterCAX.com IDA-STEP Converters, Integrators and Plugins (cont.) u CAD integration –Dassault / CATIA TM v4 plugin –Bently / MicroStation TM plugin –2D DXF converter u IDA-STEP Process Plan –Tecnomatix / eM-Planner TM u PDM/EDM Integration –MatrixOne / eMatrix TM –UGS-PLM Solutions / Teamcenter Engineering TM

26. 26 Copyright (C) 2005 www.InterCAX.com Rich Features in AP210: PCB Assembly: 3D & 2D STEP-Book AP210 Browser (IDA-STEP Electronics) - www.lksoft.com PDES Inc. EM Pilot Test Case: Cable Order Wire (COW) Board

27. 27 Copyright (C) 2005 www.InterCAX.com 3D Mechatronics via AP210 JMID-210

28. 28 Copyright (C) 2005 www.InterCAX.com The Cable/Harness Problem 2003-11 - from Northrop Grumman Corp. (NGC) ? ? ? ? ? ? Need to coordinate E-MCAD designs, … ECAD (LCable**, CapitalH, …) MCAD (UG) In collaboration with www.InterCAX.com

29. 29 Copyright (C) 2005 www.InterCAX.com Sample Solution Elements u LKSoft IDA-STEP and related AP212 converters (EPLAN, LCable, …) –Possible extensions to fulfill particular company needs »Ex. - merging/difference tool –AP212 standard: www.ap212.orgwww.ap212.org AP212 model interaction in IDA-STEPECAD Cable/Harness Tools (e.g. EPLAN, LCable) In collaboration with www.InterCAX.com

30. 30 Copyright (C) 2005 www.InterCAX.com IDA-STEP Viewer – City Bike Example (STEP AP214 instance model)

31. 31 Copyright (C) 2005 www.InterCAX.com ADAPT - AP209 File with Both Nominal CAD and Idealized CAE Geometry

32. 32 Copyright (C) 2005 www.InterCAX.com IDA-STEP - AP209 File with Both Nominal CAD and Idealized CAE Geometry

33. 33 Copyright (C) 2005 www.InterCAX.com Contents u Engineering Framework for PLM –Models-based Enterprise –Conflicting Constraints on Product Realization Systems u IDA-STEP –System Architecture and Enabling Technologies –Overview –Integrators, Converters and Plugins u Simulation-based Design driven of rich product models –Multi-Fidelity analysis –Design-Analysis Integration Methodologies

34. 34 Copyright (C) 2005 www.InterCAX.com Thermo-mechanical Warpage Analysis A Simulation-based Design Scenario driven of rich product models Multi-Representation Architecture Template for Model Transformation STEP AP210-based Manufacturable Product Model … Analysis Building Block Model Warpage Profile … 1 2 3

35. 35 Copyright (C) 2005 www.InterCAX.com Circuit Board Design-Analysis Integration Electronic Packaging Examples: PWA/B Analysis Modules (CBAMs) of Diverse Mode & Fidelity Design Tools Laminates DB FEA Ansys General Math Mathematica Analyzable Product Model XaiTools PWA-B XaiTools PWA-B Solder Joint Deformation* PTH Deformation & Fatigue** 1D, 2D 1D, 2D, 3D Modular, Reusable Template Libraries ECAD Tools Mentor Graphics, Zuken, … Analysis Tools PWB Warpage 1D, 2D Materials DB PWB Stackup Tool XaiTools PWA-B STEP AP210 ‡ GenCAM**, PDIF* ‡ AP210 Ed2 WD8 * = Item not yet available in toolkit (all others have working examples) ** = Item available via U-Engineer.com

36. 36 Copyright (C) 2005 www.InterCAX.com Conclusion u Challenges in engineering frameworks (EFW) for next-generation PLM u Philosophy for knowledge management in PLM EFW u IDA-STEP – encapsulates our philosophy for knowledge management u Simulation-based Design – the need for rich product models

37. 37 Copyright (C) 2005 www.InterCAX.com

38. 38 Copyright (C) 2005 www.InterCAX.com u Knowledge representations of physical objects (including information models) –Includes math-based models of physical behavior –Adds their semantic contexts u Also learn information modeling and other richer knowledge representation techniques Needed Shifts in Engineering Thinking u Math-based models of physical behavior u Learn mathematics as a modeling language Note: Information models have their roots in modern mathematics (e.g. set theory). Information/Knowledge Representation Viewpoint Traditional Computing Viewpoint

39. 39 Copyright (C) 2005 www.InterCAX.com u Model creation & interaction (using tools) - knowledge capture u Information models & knowledge representations (objects) u Model connection, associativity, interoperability u Interfaces u Integrated submodels u Views (submodels) connected to their richer models u Usage of model operations Information/Knowledge Representation Viewpoint Needed Shifts in Engineering Thinking (cont.) u Tool usage u Data / files u Data exchange u Translators u Single tools u Drawings & documents u Calculations Traditional Computing Viewpoint Objects having structure, operations, and interrelations.

40. 40 Copyright (C) 2005 www.InterCAX.com Relevant “EFW” Standards Standards have enabled innovation The Role of Standards in Innovation – Allen (UMD) and Sriram (NIST)

41. 41 Copyright (C) 2005 www.InterCAX.com IDA-STEP System Architecture Information Flow View IDA-STEP Center / Viewer STEP-File STEP-XML IDA-STEP Database Oracle TM / MySQL TM IDA-STEP Plugins M-CAD System STEP Converter PDM/EDM System

42. 42 Copyright (C) 2005 www.InterCAX.com Organization

43. 43 Copyright (C) 2005 www.InterCAX.com Person

44. 44 Copyright (C) 2005 www.InterCAX.com Person and his/her role in an organization

45. 45 Copyright (C) 2005 www.InterCAX.com Classification of Items

46. 46 Copyright (C) 2005 www.InterCAX.com Item Versions and Design Views

47. 47 Copyright (C) 2005 www.InterCAX.com Properties

48. 48 Copyright (C) 2005 www.InterCAX.com Approval

49. 49 Copyright (C) 2005 www.InterCAX.com Effectivity

50. 50 Copyright (C) 2005 www.InterCAX.com Contract

51. 51 Copyright (C) 2005 www.InterCAX.com Security Classification and Certification

52. 52 Copyright (C) 2005 www.InterCAX.com Managed Document Type:

53. 53 Copyright (C) 2005 www.InterCAX.com Digital File

54. 54 Copyright (C) 2005 www.InterCAX.com Assembly Tree

55. 55 Copyright (C) 2005 www.InterCAX.com 2D Intelligent Layout

56. 56 Copyright (C) 2005 www.InterCAX.com Project

57. 57 Copyright (C) 2005 www.InterCAX.com Activity

58. 58 Copyright (C) 2005 www.InterCAX.com Work Request

59. 59 Copyright (C) 2005 www.InterCAX.com Process Plan & Process Operation

60. 60 Copyright (C) 2005 www.InterCAX.com Rich Features in AP210: Electrical Component The 3D shape is generated from these “smart features” which have electrical functional knowledge. Thus, the AP210-based model is much richer than a typical 3D MCAD package model. 210 can also support the detailed design of a package itself (its insides, including electrical functions and physical behaviors).

61. 61 Copyright (C) 2005 www.InterCAX.com ADAPT Import - AP203 Model with Assembly of Solid Parts

62. 62 Copyright (C) 2005 www.InterCAX.com Ship Moulded Form (STEP AP216) model in IDA-STEP