Manage Your Data Already!!!

Ladies and Gentlemen,

As an instructor at a vocational career college with internships at local design firms, I am constantly amazed at the number of companies using a really good Automated Design package like SolidWorks to make sure their designs work, are manufacturable, and meet the requirements of their customers.  (Meeting the requirements is no longer a viable business plan in this global economy, but that is a different topic all together.)

What scares me is that there are still companies out there who believe in 2 data management myths.  I will discuss the first one in this post and the second in a soon to follow rant.

The first data management myth: “Windows Explorer is a data management tool.”

Windows Explorer is a rudimentary viewer into a windows file/folder directories.  That is it. 

People, the models & drawings created in any CAD package at a manufacturing or design firm are the digital records & digital currency that make that company money.  Without those documents, how will you manufacture your product that sales and marketing have oversold in too little time?  Hmmmm? 

3D, History Based, Parametric modelers by nature have a complex set of file relations that no one should every have to figure out. 

If you improperly move this file to another directory or Lords of CAD  forbid “Rename the file to show the next revision in the part number, the drawing looses connectivity, content and functionality, the assembly opens with errors you have never even heard of.  The Yellow and red thing in the feature manager tree are really SolidWorks yelling at you telling you that you royally screwed up! 

Then there is the project of updated drawings to new revisions (you know, the I did not thoroughly review my design so now I have to modify the original design so it can actually work.)  What do you do now?  Make changes to the original document so you have no idea what the previous revision looked like?  Copy the document set and make the changes there renaming those files with the new revision in the file name(just the thought of renaming strikes the fear nerve in me).  Are you sure that you have triple checked all of the other files that your changed document effects?  This process using Windows Explorer is achievable at a costly price.  You design time.  I thought we were moving into an era of design productivity.  This arduous task seems to be light years from being productive.

 As soon as your company adopts a CAD package like SolidWorks it is time to implement Product/Project Data Management.  I know, there are some folk out there who are saying things like: “We only have one designer so we do not need it”  or “We have a procedure that ensures that file names are correct, blah blah, blah…”. 

For the first comment I ask, “Do you want to end up like the Big 3 always asking for bailouts for the people who by your vehicles”.  To be successful you need to be in business to make a profit now and into the future.  Get these systems up and running immediately so that if (when) your business does grow you do not need to scramble to figure something out now.  Every designer has the Greatest directory structure and file naming scheme that everyone will understand.  And monkeys fly out of my butt every day.  By the way, I have beautiful ocean front property to sell you in the Everglades.  What happens when that designer quits? 

Many PDM systems are very scalable to accommodate 1 – 100’s of users.  These data management systems also allow you to either use an existing directory structure or define an even easier one that will take no time for newbies to learn.  Earlier, Matt Lorono wrote a fantastic post about CAD standards, PDM can compliment your CAD standards with naming standards, filing standards, change standards, the list is endless.  It will really complete a Great CAD standard.  PDM can usually hook into ERP/MRP systems to reduce the number of times a cad jockey has to enter the same information over and over again.  Make drawing searches available to everyone company wide.  No CAD needed.

The comment about procedures… When is the last time you read your company procedures?  A procedure about file naming, directory structure, etc… is about 5 years wasted productivity because as we all know it is so incredibly productive to read those things.  We also know that every individual has different ways of bending the procedure to make it work for them.  Think about it, there are easily 50 ways to model the part you are in the process of modeling.  You are telling me you are going to restrict that to 1 way.  What happens when your 1 way inhibits productivity?  In the CAD system you set up templates that everyone starts from.  You require certain things to be done in the model like no under defined sketches, you can use the Design Checker to check these requirements.  With a proper PDM implementation you can set templates that replace the custom properties of a model, then transfer them to a drawing so you only have to enter title block info once.  You can set up a behind the scene directory structure that none of your people have to be aware of because once the info is in the PDM system, all of that info can be used to search for things using a Google style search.  Setup a fill naming structure that will automatically manage file names for your designers.  One less thing for them to worry about screwing up.

Get one of these systems in place now.  Most of them cost less then a one year subscription for your 1495 seat of SolidWorks.  Complete your CAD standards and become more productive now.  Remember, Windows Explorer is not Data management.  Is is a portal into the directory structure of your computer which often leads to chaos.

Author: fcsuper

As a drafter, mechanical designer and CAD engineer, I've been in the mechanical design field since 1991. For the first 8 years of my career, I was an AutoCAD professional. I utilized AutoLISP and many other AutoCAD customization features to streamline drafting activities for 6+ drafters and designers. I authored several custom functions, one of which was published in the March 1997 issue of Cadalyst Magazine. Since 1998, I've been used SolidWorks non-stop. I've worked to utilize the SolidWorks' user environment to simplify drafting and design activities for 20+ engineers. I've created this website to provide current information about SolidWorks from a variety of contributors. More recently, I am now employed by Dassault Systemes as SOLIDWORKS Sr. Product Definition Manager to improve drawing, annotation and MBD related areas.

3 thoughts on “Manage Your Data Already!!!”

  1. HooYa Jeff. Not very religious, so concider that my Amen or whatever.

    Some of the horrer stories I hear that are to be cleaned up by interns scares the hell out of me. If a company is unwilling to manage there CAD data they may as well hand the keys over to the competitor and move to Florida and hang out with Jimmy Buffett.

    Some of my students have actually been tasked with developing the Windows Data Manager for the company. Really? A person who has not even graduated from a 2 year Product Design school and you want them to develop a system that should have been mandated by the director of engineering?
    That being said, I believe I am providing those same students with the KISS method of data management here in school, and the fact that they come to myself and the other instructors for guidence does show that they have a liittle more fore thought in this than those that have tasked out this project.
    Kudos to those who take on this task.

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