1. Don Mitchell, P.E., dmitchel@fnal.gov
REGIONAL USERS GROUP MEETING
Creating and Managing Engineering Documents within Teamcenter 20 OCT :15 – 3:55
PRESENTER CHALLENGE:
PLM World challenges you to create image-rich and text-lite slide decks to help increase attendee learning and their presentation skills. Any use of text should have a font size of 40 points or greater for ease of reading. Less text is more. This is especially true with scientific and technical presentations!
Image selection is an art and is most effective when presenters are able to incorporate striking, unusual or novel images. Images that support metaphors and analogies can also be highly effective. Graphs and charts should be used sparingly. Emphasize that it’s not about the numbers, but what the numbers mean.
Take a look at Haiku Deck, Zuru or Canva. You can find royalty free, high quality images from Flickr Creative Commons. Image rich presentations improve attendee learning and session value.
Adapted from Velvet Chainsaw Consulting;
Don Mitchell, P.E.,
#PLMWorldRUG

2. REGIONAL USERS GROUP MEETING
Agenda
Documentation Goals
Fermilab Document Types
A Generic Document
Documents from Templates
Mapping TC attributes to MS Office Field Codes
Managing Documents in Structure Manager
Exporting TC data to Excel
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3. REGIONAL USERS GROUP MEETING
Documentation Goals
One storage location - Teamcenter
Integration of CAD data with all Engineering documentation
Revision controlled
Always up-to-date
Provides easy access
Provides a consistent process
Well organized
Adherence to corporate standards
Accessible for global collaboration
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4. FNAL Engineering Document Types
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5. Engineering Document Attributes
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6. Engineering Note Types & Attributes
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7. General Creation of a Document
Create a generic Engineering Document in Teamcenter
Import a WORD dataset into the ItemRevision
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8. From within Teamcenter, select a folder and then…
File  New  Item
In this example, an engineering procedure to calibrate strain gages will be created.

9. Walk through the steps of creating a New Item
Walk through the steps of creating a New Item. This is very similar to the creation of a Design Item, Common Item, Manufacturing Item, and Engineering Note Item.

10. Click the Assign button to create a new item number and revision.

11. Click on the Category drop-down list.

12. Select a category for the document you are creating.

13. For legacy documents, the old document number and original author can be noted.

14. Choose the appropriate Division/Sector/Group.
If this is a revision, type in the revision author’s name.

18. The Engineering Document has been successfully created.
In this example, a WORD document needs to be added as a dataset to the ItemRevision.
File  New  Dataset

19. Add a WORD dataset.

20. In this example, an available WORD document is imported into the dataset.

21. The dataset has been added to the ItemRevision
The dataset has been added to the ItemRevision. With just a double-click on the dataset, the file can be opened and edited as needed.

22. Documents with Templates
Functional Requirements
Technical Requirements
Specifications
Funding Change Requests
e-BOM Order Forms
Work Requests
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23. Documents with Templates
The same item creation method is used
The Category attribute triggers the creation of the MS Office template dataset
Attributed fields are automatically filled out
Name
Teamcenter Number
Revision Letter
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24. REGIONAL USERS GROUP MEETING
Sample Templates
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25. REGIONAL USERS GROUP MEETING

26. Field Codes Linked to TC Attributes
In WORD and Excel, field codes can be created to display Teamcenter attributes
TC Name
TC Number
TC Item Revision
And more…
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27. Mapping Field Codes in WORD
WORD  Insert  Quick Parts  Field
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28. Mapping Field Codes in WORD cont.
Field DocProperty  ItemName, ItemNumber, ItemRevision
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29. Mapping Field Codes in WORD cont.
File  Options  Advanced
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30. Mapping Field Codes in WORD cont.
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31. Example of Mapped TC Attributes
Teamcenter Attributes:
Name
Number
Revision letter
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32. Reloading TC Attributes – If lost
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33. Teamcenter Attribute Configurations
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34. Teamcenter Attribute Configurations
This tool allows for the mapping of Teamcenter attributes to User defined MS Office attributes. Teamcenter attributes can be used with a MS Office field code.
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35. Documents in Structure Manager
Using Copy/Paste/Remove, a documentation structure can be created and managed in Teamcenter
Provides a structure for accessing all of your data without the need for tedious searching
Using Open with  Viewer or Details, the documentation is easily accessible
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36. Send the Hierarchy BOM to the Structure Manager
Top Level Engineering Doc Item
Send the Hierarchy BOM to the Structure Manager

37. It’s built the same way in Teamcenter! Easy to learn.
Top Level Engineering Doc Item
Notice how the Document structure looks exactly like a 3-D model Assembly structure.
It’s built the same way in Teamcenter! Easy to learn.
The data is Live and can be edited at any time.
It can even be released and revised for document control.

38. Select any item of interest and quickly send it to My Teamcenter to access the datasets.
You only need to remember the Top Level document in your system to have direct access to all of the project documentation and CAD models!

39. Double-Click on the Excel dataset to launch it into Excel.

40. REGIONAL USERS GROUP MEETING
Tools  Export to Excel
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41. REGIONAL USERS GROUP MEETING
Tools  Export to Excel
Option 1
Option 2
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42. Short Demos if Time Permits
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43. Summary
Document creation is easy with MS Office Integration for Teamcenter
Collect, organize, and manage your documentation in the Structure Manager
Quickly export data to enhance document queries and/or deeper dives into your data
Questions?
Thanks for your attention,
Don -