Die Prozesse aus der Betriebsphase von Maschinen beruhen vermehrt auf Daten, die durch fortschrittliche Technologien zur Datenerfassung, -verarbeitung und -kommunikation bereitgestellt werden. Die damit einhergehende, stetig anwachsende Menge maschinenrelevanter Daten bietet aus Sicht von Maschinenherstellern ein großes Optimierungspotenzial für sowohl aktuelle als auch zukünftige Maschinengenerationen und deren betriebsbegleitende Services. Vor diesem Hintergrund und entgegen vorrangig organisatorischer Informationsbarrieren auf Maschinenhersteller- und -betreiberseite ist es notwendig, die speziell für die Produktentstehung und bspw. die Instandhaltung relevanten Maschinendaten in den Prozessbereich von PLM systematisch zu integrieren. Zu diesem Zweck wird in dieser Dissertation das Feldkonzept als grundlegende Beschreibung einer Kommunikationsschnittstelle zur einheitlichen Integration von Maschinendaten vorgestellt. Die Datenintegration erfolgt virtuell und prozessunterstützt-reproduzierbar auf der Applikationsebene einer Feldmanagementplattform als Middleware sowie anhand einer Feldstruktur als Mapping-Grundlage. Die Feldstruktur dient der konsistenten Verknüpfung ausgewählter Produktstrukturinformationen mit Strukturinformationen von Maschinen aus deren Betriebsphase. Das als Feldmodell bezeichnete Integrationsergebnis dient als Vehikel zum Austausch ausgewählter und logisch in einem Datensatz gemeinsam strukturierter Produkt- und/oder Maschinendaten zu bspw. Analysezwecken. Mithilfe des Feldmodells lassen sich Maschinendaten dokumentbasiert im Produktdatenmanagement zu speichern.:1 Einleitung 2 Grundlagen 3 Arbeitsbereich 4 Das Feldkonzept 5 Grundprinzipien des Feldmanagementsystems 6 Validierung des Feldkonzepts 7 Zusammenfassung und Ausblick

Indiana University-Purdue University Indianapolis (IUPUI) / Industry is facing the challenge of increasing product complexity while at the same time reducing cost and time in a highly competitive global market. Product Lifecycle Management (PLM) and Systems Engineering have the potential to help companies avoid costly product development and launching, as well as failure during use; these two concepts not only share many common characteristics, but also complement each other. PLM provides an information management system that can seamlessly integrate enterprise data, business processes, business systems and, ultimately, people throughout all phases of the product lifecycle. Systems engineering is an interdisciplinary approach to designing, implementing, evaluating, and managing the complex human-made systems over their life cycle. The same underlying methods that improve management of products and services can be used to organize the framework in which PLM systems are implemented, integrated, and evolved. Though several studies have indicated that adopting Systems Engineering with PLM brings many benefits for industries, implementation of PLM based Systems Engineering with PLM has rarely been conducted. Pattern-Based Systems Engineering (PBSE), a form of Model-Based Systems Engineering (MBSE) based on the use of Systematic Metamodel (S* Metamodel), represents a family of manufacturing system, and is used in the life cycle processes of ISO 15288, was implemented here using TEAMCENTER® PLM software as the platform. More specifically, we have implemented the key portion of the General Production Pattern based on S* Metamodel, and demonstrated the benefit through the manufacturing of oil filter case study. The above implementation have resulted in a powerful systems engineering model in PLM that leverages the capabilities of Teamcenter, to enable an enhanced systems engineering approach. Benefits brought to systems engineering practice include: the ability to capture and reflect stakeholders' requirements and changes in product design process promptly and accurately; the ability of systems engineers to create models quickly and prevent mistakes during modeling; the ability of systems engineers to do their job much easily by using reusable and reconfigurable models; the ability to re-use of previous designs in a new process.

Product development companies are continually seeking methods to increase efficiency while maintaining quality. Distributed development is also more important than ever before as industries globalize. These forces have driven firms to adopt formal data management practices that allow groups and individuals to work from singular, centralized data source that are secure, reliable, and support collaboration. This thesis proposes a methodology to leverage globalized infrastructures for the efficient storage of product variations. The methodology is proved through a working prototype using the market leader in Product Lifecycle Management (PLM) systems, Teamcenter Engineering. First, paradigms are set forth for the storage of various types of engineering documents in PLM systems in parametric formats. Then the use of these paradigms is exemplified by various programs retrieving and storing document variations in the form of PLM metadata. Finally, the results show that this methodology produces drastic increases in system performance as well as the enabling of PLM-compatible automation and optimization. The impacts of these findings have significant implications for industry and has generated interest from several global engineering firms and academic journals.

A method has been created that addresses the issues that prohibit the conversion of product artifacts into a secure, efficient and reliable Product Lifecycle Management (PLM) environment. These issues include automatic import of data into a PLM system and revision control of such data. A test case is shown which specifically addresses these issues as they pertain to the management of both legacy and new engineering data in a PLM system.

Le travail de recherche présenté dans ce mémoire s’intéresse aux problèmes d’interopérabilité dans le domaine du Product Lifecycle Management (PLM) et vise à proposer une méthodologie capable d’y remédier. Nous définissons l’objectif stratégique du PLM comme la maîtrise de la complexité qui caractérise le développement et le suivi des produits. Dans ce cadre, l’objectif de l’interopérabilité est le contrôle des interactions entre constituants de ce système complexe PLM. Nous montrons que cet objectif est atteint si on assure la continuité et la conservation du flux sémantique qui circule dans le système. Notre étude est restreinte aux seuls domaines de la conception et de la production, mais a l’ambition de pouvoir s’appliquer à d’autres domaines. La continuité du flux sémantique est assurée par une architecture que nous avons baptisée « médiation multi-échelle orientée services ». Le cœur de cette architecture, le médiateur, se charge d’orienter les flux sémantiques vers les systèmes concernés, et met en correspondance sémantique les informations échangées en s’appuyant sur un méta-modèle d’unification. Nous montrons que pour assurer la robustesse, la flexibilité et l’agilité du système ainsi constitué, il faut privilégier le choix d’un méta-modèle standard générique et extensible. A cet effet, nous proposons une cartographie du standard STEP permettant de choisir le méta-modèle pertinent. Nous illustrons le choix et la définition de ce méta-modèle dans le cas de deux problèmes d’interopérabilité des domaines de la conception et de la production : l’interopérabilité CAO/PDM et l’interopérabilité PDM/ERP. Nous expliquons notre démarche dans la mise en œuvre de la norme PLCS. Par ailleurs, nous introduisons un modèle d’annotations sémantiques du produit qui permet de reconstruire des vues multiples correspondant à différents besoins métiers. Un ensemble de démonstrateurs permet de valider nos propositions et nos résultats. / Research work presented in this manuscript deals with interoperability issues in the domain of Product Lifecycle Management (PLM) and aims at proposing a methodology able to remedy it. We define the objective of PLM as the control of the complexity that characterizes the development and monitoring of the product. In this context, the objective of the interoperability is to control the interactions between components of this PLM complex system. We demonstrate that this objective is reached if we ensure the continuity and the conservation of the semantic flow inside the system. Our study is restricted to design and production fields, but can be extended to other domains. The continuity of the semantic flow is guaranteed by an architecture that we entitled “service-oriented multi-layered mediation”. The main part of this architecture, the mediator, takes care to orientate the semantic flows towards the adequate systems, and semantically connect the exchanged information by relying on an unification meta-model. We demonstrate that, to ensure the robustness the flexibility and the agility of the so-constituted system, the choice of a generic and extensible standard meta-model should be favored. We thus proposed a mapping of STEP standard allowing to choose the adequate meta-model. We illustrate the choice and the definition of this meta-model in the case of two interoperability problems in the design and production domains: the interoperability CAD/PDM and the interoperability PDM/ERP. We illustrate our methodology in the implementation of the PLCS standard. Moreover, we introduce a model of product semantic tags that allows to rebuild the multiple product views corresponding to different actor needs. A set of demonstrators validate our propositions and our results.

Product Lifecycle Management (PLM) is a way for manufacturing companies to counter the challenge of managing product information through its lifecycle. Change management is often overlooked during PLM implementations. This can lead to project failure and negative consequences for organizations. Additionally, one shortcoming of change management in PLM implementation is not considering individual commitment to change. Therefore, this case study’s purpose was to explore how change management can increase end-user commitment and thereby contribute to improved PLM implementations. This was investigated by performing a qualitative case study of Dassault Systèmes and their PLM implementation project at four different customer organizations: Saab Dynamics, Jaguar Land Rover, Scania, and Ericsson. Sixteen individuals involved in the PLM projects, evenly distributed between Dassault Systèmes’ employees and customer representatives, were interviewed. The collected data was analyzed using a theoretical framework based on change management and commitment. The study identified four key areas of change management for increasing end-user commitment during PLM implementation: (1) vision, (2) top management, (3) training, and (4) individual treatment. An overview of the suggested recommendations within each area is: (1) a specific vision and a sense of urgency should be created and communicated; (2) top management, including the CEO, should be committed to the project and communicate to the end-users; (3) training should be continuous, adapted to the end-users and include other purposes that teaching about the PLM tool; and (4) different end-users should be managed differently and be included in implementation project. These conclusions contribute to the research field of PLM implementation by improving the understanding of how change management can increase the end-users’ commitment in PLM implementation projects. / Product Lifecycle Management (PLM) är ett sätt för tillverkande företag att möta sina utmaningar med att hantera produktinformation genom produktens livscykel. Förändringsledning förbises ofta under PLM-implementationer. Detta kan leda till misslyckade projekt och negativa konsekvenser för organisationer. En ytterligare brist i förändringsledningen inom PLM-implementationer är att inte ta hänsyn till individuellt engagemang till förändring. Därför var den här fallstudiens syfte att utforska hur förändringsledning kan öka slutanvändarnas engagemang och därigenom bidra till förbättrade PLM-implementationer. Detta undersöktes genom att utföra en kvalitativ fallstudie av Dassault Systèmes och deras PLM-implementationsprojekt hos fyra olika kundorganisationer: Saab Dynamics, Jaguar Land Rover, Scania och Ericsson. Sexton individer som var involverade i PLM-projekten, jämnt fördelade mellan Dassault Systèmes-anställda och kundrepresentanter, intervjuades. De insamlade uppgifterna analyserades med hjälp av ett teoretiskt ramverk baserat på förändringsledning och engagemang. Studien identifierade fyra viktiga områden inom förändringsledning för att öka slutanvändarens engagemang under PLM-implementationer: (1) vision, (2) företagets ledning, (3) utbildning och (4) individuell behandling. En översikt över de föreslagna rekommendationerna inom varje område är: (1) en specifik vision och en känsla av brådska bör skapas och kommuniceras; (2) företagets ledning, inklusive VD:n, bör vara engagerad i projektet och kommunicera till slutanvändarna; (3) utbildningen bör vara kontinuerlig, anpassad till slutanvändarna och inkludera andra syften än att lära ut PLM-verktyget; (4) olika slutanvändare bör hanteras annorlunda och inkluderas i implementationsprojektet. Dessa slutsatser bidrar till forskningen inom PLM-implementationer genom att förbättra förståelsen för hur förändringsledning kan öka slutanvändarnas engagemang i PLM-implementationsprojekt.

A abordagem Product Lifecycle Mangement (PLM) ou gestão do ciclo de vida de produtos tem se destacado como um importante conceito de negócio que apoia o gerenciamento de todos os processos relacionados ao ciclo de vida dos produtos, desde a concepção inicial até o descarte. A eficiência e a eficácia das atividades desses processos são determinantes para garantir a sobrevivência das empresas no mercado. Dessa forma, a adoção de um sistema de medição de desempenho (SMD) deve auxiliar no controle e melhoria desses processos, porém o desenvolvimento de um SMD para PLM é uma tarefa difícil, devido, principalmente, à natureza desestruturada e não repetitiva dos processos que compõem tal abordagem. O problema que motiva a elaboração deste projeto de pesquisa são as dificuldades no desenvolvimento de um SMD e na medição de desempenho para PLM. Visando preencher esta lacuna, este trabalho tem por objetivo desenvolver um quadro referencial para apoiar o desenvolvimento de um sistema de medição de desempenho para gestão do ciclo de vida de produtos. Tal quadro é composto de um método de desenvolvimento de um SMD; uma coletânea de recomendações para esse desenvolvimento voltado para abordagem PLM; e uma lista de indicadores e seus atributos necessários para definição de sua aplicação. Para condução do trabalho foram utilizados dois procedimentos metodológicos: i) revisão bibliográfica sistemática; e ii) estudos de casos múltiplos. Espera-se que esta pesquisa possa contribuir com as empresas que queiram desenvolver um SMD para PLM e, dessa forma, superar as dificuldades inerentes da medição de desempenho para a gestão do ciclo de vida de produtos. / Product Lifecycle Management (PLM) approach has highlighted as an important business concept that supports the managing of all processes related to products, from the initial conception to disposal. The efficiency and effectiveness of these processes are crucial to ensure the business survival. Thus, the adoption of a performance measurement system (PMS) should help to control and improve these processes, but the development of a PMS for PLM is a difficult task, mainly due to the unstructured and non-repetitive nature of the processes that compose the PLM approach. The problem that motivates the development of this project is the difficulty in developing a PMS and on performance measurement for PLM. Seeking to fill this gap, this research proposes to develop a framework to support the development of a performance measurement system for product lifecycle management. This framework consist of a method for developing a PMS, a compilation of recommendations for such development oriented to PLM approach, and a list of performance indicators and their attributes needed to define their application. To conduct the study were used two approaches: i) systematic literature review, and ii) multiple case studies. It is hoped that this research can contribute to companies wishing to develop a PMS for PLM and thus overcome the inherent difficulties of performance measurement for product lifecycle management.

Seit einiger Zeit hat die Industrie hier die enge Verzahnung ihrer Güterproduktion mit Dienstleistungen, auch oft als Services oder Lösungen bezeichnet, als strategische Option erkannt. Der Vorteil einer engen Verflechtung von Produkt und Dienstleistung ist, dass insbesondere im Pre- und Aftersales-Bereich neue Wertschöpfungsmöglichkeiten entstehen, die auf dem einzigartigen Know-How und dem Wissen der anbietenden Unternehmen basieren. Zunehmend wird über solche Lösungen sogar der größere Anteil der Wertschöpfung für das Unternehmen erzielt, so dass die Bedeutung solcher Angebote beständig zunimmt. Der vorliegenden Band dokumentiert die Arbeit des Verbundvorhabens „Produkt-Dienstleistung-Lifecycle-Management“, welches von 2011-2014 den Lehrstuhl für Betriebliche Informationssysteme an der Universität Leipzig zusammen mit Unternehmen ATB Arbeit, Technik und Bildung GmbH, CADsys GmbH, Amtech GmbH und SITEC GmbH aus Chemnnitz realisiert und mit Mitteln der Europäischen Union und des Freistaates Sachsen durch das Programm FuE-Projektförderung der SAB finanziert wurde. Erstmalig werden integrierte Konzepte und Werkzeuge für ein Lebenszyklusmanagement in der Verbindung von Produktion und begleitenden Dienstleistungen vorgestellt, die in entsprechenden Use-Cases in der Praxis zur Anwendung geführt werden konnten.

A abordagem Product Lifecycle Mangement (PLM) ou gestão do ciclo de vida de produtos tem se destacado como um importante conceito de negócio que apoia o gerenciamento de todos os processos relacionados ao ciclo de vida dos produtos, desde a concepção inicial até o descarte. A eficiência e a eficácia das atividades desses processos são determinantes para garantir a sobrevivência das empresas no mercado. Dessa forma, a adoção de um sistema de medição de desempenho (SMD) deve auxiliar no controle e melhoria desses processos, porém o desenvolvimento de um SMD para PLM é uma tarefa difícil, devido, principalmente, à natureza desestruturada e não repetitiva dos processos que compõem tal abordagem. O problema que motiva a elaboração deste projeto de pesquisa são as dificuldades no desenvolvimento de um SMD e na medição de desempenho para PLM. Visando preencher esta lacuna, este trabalho tem por objetivo desenvolver um quadro referencial para apoiar o desenvolvimento de um sistema de medição de desempenho para gestão do ciclo de vida de produtos. Tal quadro é composto de um método de desenvolvimento de um SMD; uma coletânea de recomendações para esse desenvolvimento voltado para abordagem PLM; e uma lista de indicadores e seus atributos necessários para definição de sua aplicação. Para condução do trabalho foram utilizados dois procedimentos metodológicos: i) revisão bibliográfica sistemática; e ii) estudos de casos múltiplos. Espera-se que esta pesquisa possa contribuir com as empresas que queiram desenvolver um SMD para PLM e, dessa forma, superar as dificuldades inerentes da medição de desempenho para a gestão do ciclo de vida de produtos. / Product Lifecycle Management (PLM) approach has highlighted as an important business concept that supports the managing of all processes related to products, from the initial conception to disposal. The efficiency and effectiveness of these processes are crucial to ensure the business survival. Thus, the adoption of a performance measurement system (PMS) should help to control and improve these processes, but the development of a PMS for PLM is a difficult task, mainly due to the unstructured and non-repetitive nature of the processes that compose the PLM approach. The problem that motivates the development of this project is the difficulty in developing a PMS and on performance measurement for PLM. Seeking to fill this gap, this research proposes to develop a framework to support the development of a performance measurement system for product lifecycle management. This framework consist of a method for developing a PMS, a compilation of recommendations for such development oriented to PLM approach, and a list of performance indicators and their attributes needed to define their application. To conduct the study were used two approaches: i) systematic literature review, and ii) multiple case studies. It is hoped that this research can contribute to companies wishing to develop a PMS for PLM and thus overcome the inherent difficulties of performance measurement for product lifecycle management.

Les travaux sur le contexte augmenté en conception produit, permet de sensibiliser les concepteurs sur leur choix en conception pour l'assemblage. L'approche présentée conclura sur la méthode pour développer un démonstrateur informatique, basé sur des cas d’études de conception mécanique. L’objectif de celui-ci est de capturer l’intention de conception, afin de proposer une aide utile aux acteurs métier, comme un support de conception, dans la prise de décisions, la vérification/validation, et la structuration de données. / Works on the design context augmentation in product design, makes it possible to make awareness designers on their choice in the design for assembly. The presented approach will conclude on the method to develop a informatic system, based on case studies of mechanical design. The purpose of the project is to capture the design intent, in order to provide useful assistance to stakeholders, such as design support, decision making, verification/validation, and data structuring.