1. Engineering Documents Manager – EDM
An assistant to process large engineering Excel, PDF and Word files easily and efficiently

2. Engineering Documents Manager – EDM
Overview
Functions and operations
Open a new job and load related files to EDM database
Modify Excel files
Audit Excel files
Create Excel files
Search related information between Excel and PDF files
Search related information between Excel and Word files
Get statistics from different files
Explore and manage all files in a EDM job

3. Overview
Goal: 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 row
Loaded 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 file
Loaded and opened “Test IO Assignment.xls” in second file folder of EDM
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7. Modify Excel Files
EDM provides wide choices for project engineers and designers to modify Excel files easily
Next slide will show modified Cable Names
Different modifying functions for different purposes
Loaded and opened “Test External Cable.xls” in modifying file folder of EDM

8. Modify Excel Files
Cable Names in “Test External Cable_Test Cable” have been modified
Modified Cable Names
Modified “Test External Cable.xls” in modifying file folder of EDM
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9. Audit Excel Files
It 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 Files
This 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 result
To 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 File
This slide shows Excel report of general auditing result
Column “System” in two Excel files
Found 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 description
Source and result files
Operation result
Location of report file

13. Audit Excel File
The second audit option is professional auditing. Professional auditing can check:
Potential conflict between Tag Number and Loop Name
Potential conflict between Tag Number and IO Type Name
Potential conflict between Tag Number and Location
Potential conflict between HH Alarm and Hi Alarm
Potential conflict between LL Alarm and Lo Alarm
Potential conflict between High Alarm and Low Alarm
And more…

14. Audit Excel Files
This slide shows the setup for professional auditing to check for potential conflict between Tag Number and IO Type Name
To 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 Files
Excel report for professional auditing for potential conflict between Tag Number and IO Type
Found potential conflicts or mistakes marked with red text
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16. Create New Excel Files
Another highlight of EDM is the ability to help project engineers and designers to create a new Excel file easily
The 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 Demonstration
Create New File by New Rule
New Rule Name: The Rule for Demonstration
In 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 column1
Column 2 is directly from File2 column2
Column 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 Files
The setup for this example to create a new file named “New File Created by New Rule for Demonstration” with five columns
It is so easy to create a new file that you only need to do:
Give names to new file, new rule and new columns
Choose how to get data for new column
Type customized string for new column if it needs
Click “Add New Column” and “Create New File” buttons

18. Create New Excel Files
The 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 Files
The new file named “New File Created by EDM for Demonstration ” is opened in MS Excel
Created new file will automatically be exported to Excel format from EDM Database
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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 here
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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 file
Open a Word file in EDM, select one Excel file
Double click any cell, get what you want immediately in opened Word file
Search customized text in opened Word file
Type customized text in search box
Click search button
Directly search description for any Tag Number in control narrative or philosophy
Open a control narrative or philosophy Word file in EDM
Choose “Connect Control Narrative With Tag No. In File1 or File2
Click “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 Files
1. Search any information of any Excel file in any Word file
Double 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 file
Search 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 philosophy
After building a interconnection between Tag Number and control narrative or philosophy Word file, click “Go To Page” to find it quickly
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26. Get statistics from different files
EDM provided various statistical operations for different purposes, and classified in three group
A. Get statistics based on two selected columns have same or different value in two files
This 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 files
This operation provided a possibility to get cross statistics from different files
C. Get statistics based on one selected column’s value in one file
This operation can pickup any typical records in one file.

27. Get statistics from different files
Get various statistics based on different operations for different purposes
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28. Explore all files in the job from Job Tree
Explore Job Tree to see a big and whole picture of the job
From Job Tree, you can know:
How many Excel files have been loaded in the job
Which file is in First or Second file folder
Which file is under modifying
Excel report of auditing
Created new Excel files in the job
Opened PDF and Word files
Statistics and files in the job

29. Manage all files in job from Job Tree
Delete or export files in job from job tree
To 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 Excel
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31. Engineering Documents Manager – EDM
Thank you!
Presented by: Charles Li