Best Practices for Working with CAD and Product Structures Steve Shaw Product Management Director, PTC June 2011

Best Practices for Working with CAD and Product Structures

Steve ShawProduct Management Director, PTC

June 2011

2

Agenda

Best Practices for Working with CAD and Product Structures Background

PTC Best Practices Overview

PTC Best Practices Details & Supporting Capabilities

Q&A

3

Background

CAD-Driven Product StructurePart: Cell PhonePart No: CEL9412Cost: $34.95Weight: 3.5 oz.

Part No: KEY124Name: KeypadCost: $0.65Weight: 0.25 oz.Manuf: Key, Inc.

Part No: SCR243Name: ScreenCost: $1.04Weight: 0.35 oz.Manuf.: Screen, Inc.

SkeletonModelNot Built

Builds ComponentPart

Builds AssemblyPart

Builds ComponentPart

Enterprise StructureCAD Structure

Requirements

Data Sheet

CAD ModelData Sheet

Viewable

Requirements

Test Plan

Software Code Analysis

Test PlanSoftware Code

Analysis

CAD Model

Viewable

Test PlanSoftware Code

Analysis

CAD Model

Data Sheet

Viewable

Requirements

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Storyboard Overview

START

END

Defining a New Product Concept

Using enterprise top down design

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PreparationLeveraging New Windchill 10.0

capabilities to the fullest

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Detailed Design Execution

3

Finalizing Product Structure

4

Available for downstream activities/systems

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EnterpriseTop Down Design

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Detailed Design

3

Reconcile CAD-to-Part

Relationships4

Downstream deliver/usage

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Business Administration

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5

Maintaining data consistency is a must

What CAD tools does the system need to manage & do they have differing needs?

What information should be extracted from the CAD models?

– relevant to Search?– does it contain information relevant to the Part

Do different design/product/organizational disciplines have differing needs?

Preparation

System Administration, Configuration and Process considerations

START

END



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Identify File-based or Non-file-based attributes required for CAD

– Designated Dimensions / Parameters coming from CAD authoring tools (file-based)

– Attributes strictly managed in Windchill– Identify and define any constraints

What CAD attributes should be propagated to its related Part?

– Building Part structure from CAD propagates attributes to the Part

– All, Some, maybe None

Preparation

Attribute Management

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Desiring certain behavior based on a given authoring tool.

Wanting more granular control of attributes that might be applicable for specific model types or disciplines

– Previous Windchill Releases have all attribute go on a single type.

– For example: If I’m modeling a bearing, there may be attributes that are not applicable

Managing differing OIRs (conventions and life cycles) for different disciplines.

Expanded CAD Document Soft-type support with 10.0

Possible use cases may be one of the following

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Support for multiple CAD document soft types

Select while Creating New CAD Document in Workspace

New Create New CAD Document while creating New Part

Drive type created based on CAD model attribute (parameter) value

– Use designated parameter UPLOAD_SOFT_TYPE– Drives creation on upload of content to server

Map CAD Document softtype to Part soft types

– As part of CAD documentsoft type definition

Forward looking information subject to change without notice © 2010 PTC

Select CAD Document Type

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Support for multiple CAD document soft types

Define types based on authoring tools– Ex. Different soft types for Creo and AutoCAD– Site wide configuration using EPMDefaultSoftTypes.xml


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Create and check in CAD start parts into Windchill

Steps to create CAD Document Template

– Navigate to the “Templates” page• Available from Site Level to Context

– View “CAD Document Templates”– Select new CAD Document template– Navigate to the Cad Object to be used

as a template– Identify the necessary information

• Including Soft Type– Select OK

You can create as many templates off the same type object as necessary

CAD Document Templates

CAD Documents Template Support

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On/Off association with Boolean

Using an attribute to control whether an association between a CAD document and a part should be created

Details– New Windchill 10.0 Site-wide preference

Part Structure Override Attribute Name• Located under Operation > Auto

Associate– Exclude auto association/creation with

Boolean attribute on CAD Document– Define attribute per CAD authoring tool

New Gathering Part concept

Improves handling of CAD assemblies that exist only for modeling purposesResolves the problem when the “assembly” doesn’t belong in the eBoM but it’s children do

Details– New Part attribute Gathering (Yes/No)– Set manually on Part common attributes– Drive setting based on CAD document

attribute, with new Windchill 10.0 Site-wide preference Phantom Assembly Override Attribute Name

• Located under Operations > Auto Associate

• Defines attribute to be used per authoring tool

Attributes to Control Associations & Part Behavior

© 2010 PTC

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Using Enterprise Top Down Design Capabilities

START

END



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Develop Top-Down

B

Top Level

A

C

Concept Product Architecture

Top Level

B

A

C

a

b

c

Iterative process of developing complex products in a concurrent fashion by going from concept product architecture to a defined set of design

deliverables

Top Level

B

A

C

a

b

c

D

Create CAD A.asm

a.prt

b.asm

1.prt

A-Skel

Detailed Product Definition

A

Top Level

a

b

1

d

B

c

C

D

E

002

003

001

B

c

d

A.asm

a.prt

b.asm

1.prt

A-Skel

D.asm

001.prt

E.asm

002.prt

003.prt

D-Skel.prt

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Enterprise Top Down Design

© 2010 PTC

Challenge: Design complex multi-disciplined productsPractice:

Develop hi-level product architecture that drives a defined set of MCAD design deliverables used in concurrent and iterative development of complex products

Capabilities:Simultaneous creation of enterprise part & associated CAD structures

Interactive preview for conceptual development of design structures and validation

Concurrent editing of associated structures with pro-active reconciliation of differences

Synchronize and drive controlled changes throughout concurrent design development

Benefits:Engineer products from top-down

Shorten time to design by enabling concurrent design process

Eliminate manual rework with automated communication of changes

Create initial enterprise product

architecture

Create corresponding CAD deliverables

Drive CAD deliverables

Manage changes and relationships

Preview and manipulate in lightweight environment

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2 View the video here

http://communities.ptc.com/videos/2320

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Simultaneous Creation of Part & AssociatedCAD Document from Create Part UI

– Folder browser– Product Structure Browser

Edit part structures in PSB and PSE– Supports Adds & Removes– Manual position entry/editing– Set flag to indicate change to be reflected in CAD

Positioning in Creo View and Save to PSB– Components positioned in CAD when loaded

Update CAD Assembly from Part Structures– Compare and build in Structure Compare UI– Option to execute “reverse build on check-in

CAD Tools supported– Creo 1.0 and Creo Elements/Pro 5– CATIA V5

Enterprise Top Down Design Capabilities & Workflow

Edit

Compare& Build

Validate


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Retrieval of TDD created assembly– Creo 1.0 ability to accept/reject TDD changes

Complete detailed design– Working in CAD tool– Data reuse– New models/geometry– constraints

Design complete– Associate/auto-associate new models to Parts– Flag item as gathering– Use parameters to control part creation behavior

Check-in– Product structure updated


“Bottom Up” design completion and product structure updates

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Detailed Design

design of new components

design collaboration

apply constraints

define parametric relationship

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Edit/Create CAD-to-Part Associations

Designate Parameter & Attributes

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Design In Context Overview

Enable Designers to create or update designs faster by finding the right information

Forward looking information. Subject to change without notice © 2010 PTC

Filter CAD Assemblies and/or Product Structures in Windchill– Spatial criteria (Box, Sphere, Proximity)– Attribute criteria

Preview Filtered Structures in Lightweight Viewer (Creo View)– Configured Digital Mockup (cDMU)– Design Reviews – Clash and Interference Mgmt

Load in CAD Tool to perform Design change

CAD Tools supported– Creo Elements/Pro 5.0 – Creo 1.0– CATIA V5

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Leveraging the CAD assembly to generate rich intelligent Product Structures

How things are modeled doesn’t always reflect the product structure, or Engineering Bill of Material

Engineers need tools (and) flexibility to make adjustments

Downstream consumers and processes depend on an accurate BoM

Finalization of Product Structure

Reconcile differences between CAD Assembly and Product Structure

START

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Bottom Up

More flexibility

Management of attributes & processes limited for CAD

CAD and Product Structure not always the same

Product Structure changes tied to workspace & CAD users

No tools to view and compare structure

Detailed Design

CAD Driven Product Structure Challenges

© 2006 PTC

CAD Model Parts Structure

BOM

CAD DMU

For Modeling purposes only

Incorrect Quantity

modeled in CAD

CAD Model specific subassy level not needed

in Product structure

Erroneously built in

structure

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Improved Part – Document Relationships

Goals– Deliver more flexibility to user working with product

structure driven from CAD data– Enable user outside of CAD tools to work with CAD

driven product structure

Key Capabilities– Provide environment for viewing CAD and Product

Structure side-by-side• Compare differences• Make edits• Provide graphical feedback

– Relax restrictiveness of build rules• Edit Product Structure qty.• Restructuring capabilities

– Parameter driven part creation capabilities

© 2008 PTC

Top-level.asm

A.asm

a.prt

b.asm

1.prt

A

Top Level

a

b

1

How can I change my Product Structure but keep the association to the CAD Model?

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Structure Compare

Side-by-side comparison of structures– CAD-to-Part– Part-to-CAD– Part-to-Part

Highlight and Navigate differences

Additional cross-highlighting reporting in lower third

Lightweight editing

Bottom Up and Top Down Design build support

© 2008 PTC

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Launched from the Compare Action

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Structure Compare

© 2008 PTC

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Central Column for difference reporting

Difference Navigation

Build Structure on RHS

Search structure

Configure table display

Add’l reporting and comparison on highlighted row

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Purpose– Handing assemblies that are for modeling only– Elevating its children in the BoM

Product Structure– Identified with special part icon– Controlled by Part attribute

• Edit Common Attributes toggle on/off– Ability to initially set using CAD attribute

BoM reports– Excluded from BoM reports– Children of gathering part maintained– Children elevated up a level in BoM

Editing CAD Driven Product Structure

Gathering Parts

© 2008 PTC

Sub-asm_1 excludedchildren comp_3.prt &comp_4.rt elevatedto 1st level

Toggle gathering part on/off

Toggle gathering part on/off

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Changing Quantities– Including for CAD built

occurences

Adding non-modeled items– Bulk items


What’s modeled isn’t always exactly what you want

© 2008 PTC

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Deleting unwanted (built) members– Model included in assembly for reference (not part of BoM)– Correcting any unwanted items in structure

Decide whether change should be propagated back to CAD

System automatically keeps track of changes with Deleted Occurences


What’s modeled isn’t always exactly what you want

© 2008 PTC

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4 View the video here

http://communities.ptc.com/videos/2319

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Releasing BoM to downstream process

– Exporting BoM reports

– Available for MPM– Publishing to ERP

other downstream systems

Release to production systems

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Manufacturing Engineer

Questions?

Thank you!