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TECHNICAL ARTICLE

Originally Printed in the January 2001 Issue of Circuits Assembly Magazine
 

UNTANGLING THE WEB OF COLLABORATION

TransCollaborative manufacturing software provides Web-based data creation,
management and manufacturing execution capabilities.

As electronics assembly equipment and process technology mature, manufacturers must find new ways to gain an advantage over the competition and improve profitability. Companies are often discovering that the answer lies in the efficient management of process and product information, with Computer Integrated Manufacturing (CIM) software.

Today, CIM technology has expanded from programming of assembly and test machines via electronic computer assisted design (CAD) and Bill of Materials (BOM) data into automation of assembly and inspection documentation, paperless viewing and repair, quality data collection, and various forms of assembly planning and optimization. Yet, as an enterprise system, linking all aspects of manufacturing, from design and engineering and purchasing of materials, through delivery of the final product, including interaction with customers, traditional CIM software falls short of its potential.

Recently, a revolution in manufacturing software has dramatically extended traditional capabilities, incorporating them into an n-tier, browser-based system employing Microsoft’s Component Object Model (COM). The result is a software system that not only “integrates” the design and manufacturing of electronics, but also, through the Internet, encompasses such enterprise functions as purchasing, configuration management, quality assurance and control, training, facilities management, and even marketing.* Combining the traditional CIM functions of CAD/BOM conversion to machine outputs and plant floor control, with traditional collaborative software functions of web-based data sharing and exchange, this new form of software spans the entire scope of data creation, management, and manufacturing execution tasks within an enterprise. Such a system digitally leverages the total capacity of the manufacturing organization and engages each critical function in real-time collaboration. This technology is called TransCollaborative Manufacturing (TCM) software.

ELEMENTS OF TCM
While traditional CIM can be characterized as a set of software applications creating and exchanging data in files, browser-based TCM software consists of numerous “portals” to a central data management core. The objective of the system is to move raw design and BOM data through various phases and activities, as they eventually translate into finished, quality products. These phases and activities can be process design, BOM data error cleaning, electronic sign-off cycles, actual work-in-process control, repair cycles, inspections, assembly documentation control points, and ultimately data collection and archival.

TCM software capabilities can be generally divided into a) manufacturing data preparation, b) management automation, and c) factory execution.

Manufacturing Data Preparation. The front-end portion of TCM software consists of data preparation software portals, which generate and manage the information required by the overall system. Data preparation functions include documentation development, routing and process design, machine program generation, bill of materials handling, and revision management.

These components are designed to operate synergistically within the enterprise, enabling individual personnel and departments to collaboratively supply information to the TCM server for subsequent dissemination to production.

1. The BOM management portal* prepares the BOM and establishes revision control. To initiate the process, product configuration data are required in the form of a complete and clean BOM with associated revision control information. To achieve this, the BOM portal imports bills of materials from a wide variety of data sources in virtually any format. It imports customer numbers, AVL, and AML data fields. Following import, the BOM information is parsed and checked for common errors, which are then presented to the user for resolution and cleaning. When the BOM is considered “clean,” the operator commits it to the revision control system for review by personnel with approval authority. Placing the BOM into the revision control system organizes the product data in the TCM server. At this time, the system can post the cleaned BOM information to the Internet for automatic quotation and/or procurement from thousands of suppliers, completely automatically.

2. The process development portal** prepares for manufacturing. In addition to BOM data, the TCM system applies the process data required to produce the assembly to the design and layout information from CAD. To provide this information, the process development portal is employed by manufacturing or process engineering personnel to import the CAD data provided by design engineers for the assembly. The process flow (referred to as the “routing”), assembly documentation and sequence-of-events information, machine programs, linked quality documents, and multimedia information are prepared for the assembly. The operator then approves the project for dissemination in the TCM server.

The TCM server is the heart of the entire manufacturing software system, in that it contains the central database, web-serving components, and all server-side logic components, which drive the various functions. Even though the server controls almost all functions, it operates transparently, even across many factories.

Management Automation. When the raw design and BOM data have been merged into the TCM system via the data preparation portals, a user-defined, fully automated set of steps is initiated in the effort to prepare the assembly project for production release. This bridge between data preparation and factory execution is unique to TCM. A sequence of web-based electronic sign-offs and checklists comprises management automation.

Notifications are e-mailed to personnel with authority to approve BOMs for production, requesting their review and response. The recipient of the request then enters their browser and reviews the BOM information. The BOM is either approved electronically or is returned to its prior state of readiness, with the originator being required to make changes, after which, the process is repeated. When all sign-off approvals have occurred, the BOM enters a “ready” state for production.

Simultaneously, and perhaps even in another facility, more approvals are obtained for the process engineering information developed for the assembly via the process development portal. When this approval cycle is complete, the assembly project is then released by the TCM system for production management approval. When production planning or the factory foreman has electronically approved the entire project for a particular assembly, a work order may be generated, and the system can then disseminate information and control the project via web browsers on the factory floor.

TCM software also addresses an overlooked, but critical, aspect of manufacturing, occurring when a new job order is set up for execution on the factory floor. Most factories use paper-based check-off lists for operators to confirm such activities as the selection of the proper stencil or solder paste, the proper loading of feeders, etc. The TCM system automates and tracks the completion of these setup tasks, and stores the activities. When a new job order is issued to the floor, operators must execute a pre-production checklist established by engineering, and must electronically confirm the checks before the project can be initiated.

Factory Execution. The TCM system takes the prepared data released through the multi-level approvals and checklists and disseminates it to the factory floor, or even to customers via their normal browsers. The multi-function browser portals to the TCM server provide factory personnel with paperless documentation, centralized quality document control and access, sequence of events instructions, work-in-process tracking, quality collection, paperless and assisted repair, preventative maintenance scheduling, and training certification management.

TCM MANUFACTURING THEORY
Fundamental to the design of a manufacturing system is how the software considers the manufacturing process itself. TCM design theory mandates that a discrete product can be manufactured once the contents (the BOM) are linked to the process required to create a finished product. Both sets of data must also be placed under proper electronic revision control to be useful.

Critical to the manufacturing software design is the handling and revision control of these BOMs. Unlike traditional CIM, TCM software enables the system to control and handle manufacturing beyond board assembly. The TCM system organizes BOMs into a tree-structure, both digitally and graphically, in which BOMs cascade into finished, upper-level assemblies. Each upper-level BOM contains lower-level BOMs as line items, allowing the system to define and control process flow for extremely complex products.

Each BOM defines an “assembly” and is under revision control. The TCM system also controls an important level overlooked in traditional CIM -- process revision. This level of revision control tracks changes to process information independently of the BOM and CAD revision data. In contract assembly, root CAD and BOM data cannot be changed by production personnel or management. This structure allows the manufacturing personnel to track and control changes independently of the supplied information.

Traditional CIM considers the collection and analysis of data as adequate to improve the manufacturing process. The data, when organized and analyzed are certainly useful to gauge the performance of the process, and perhaps to identify problem areas. However, the opportunity exists with TCM software to monitor the cause/effect relationship of process changes and the resultant impact to quality. The TCM system, in essence, acts as a process engineering assistant, in that it “remembers” the affect process changes had on quality from thousands of different events, and organizes this information, when needed, to help engineers make better decisions in the future.

DESIGN COMPARISIONS BETWEEN CIM AND TCM SOFTWARE
The following are key system design differences between traditional CIM and TCM software:

Process Flow and Routing Intelligence. Traditional CIM treats the routing as an afterthought, usually handled through a peripheral module. With TCM software, it is central and required for all operations. As indicated, the theory behind TCM software dictates that discrete manufacturing can be considered as an “assembly” defined by design and BOM data and merged with process information that specifies how to build the assembly into a product. Critical to the process side are the flow and routing. With such an approach, TCM software is inherently flexible and effective within any process.

Revision Management. Traditional CIM considers revision management to be adequately addressed by maintaining revision information fields as records in a particular job or project. Real-world revision management, though, is a far greater and complex issue. TCM software provides for unlimited, multi-level BOM and revision management from upper-level assemblies, down to individual line-item revisions on a single BOM. The software organizes not just a single project, but all projects under relational revision control. Since the system is not file-based, access to all information is achieved through an intuitive, graphical revision management system, eliminating the need for line operators to understand anything about PC file management.

Multiple Assembly Project Management. With traditional CIM, manufacturers work on one assembly project at a time. Assemblies are always discrete, and the relation between assemblies is unknown. A TCM system is fully aware of the relationships within the entire product history, product versions, and customer product sets. Such capability presents new opportunities in management and analysis of data, and enables significantly improved organization of information in large, multi-factory installations.

Management and Administrative Functions. Traditional CIM suffers gaps between functions, which rely on procedural, human interaction to assure proper operation. For example, consider a data preparation portal that processes CAD and BOM data and requires a file to be imported into the execution portal for processing elsewhere and out to the floor. This type of system relies on many personnel work together without flaw, in order for essential information to reach the floor in a controlled manner. TCM software automates notifications, closes the loop on approvals via web browsers, and manages the entire process required to move a project from raw data through approval and to the floor. Furthermore, the management assistance inherent with TCM software frees managers and engineers from the tedium and error-prone process of sign offs, revision management, and file management. The browser interaction can even allow ISO auditors to evaluate a company’s procedures, sign-off records, manufacturing information, and configuration management without ever entering the factory.

Final Assembly Support. Traditional CIM systems are designed to support primarily electronic assemblies. Additional “modules” are required for final or “box” assembly, revealing their fundamental design limitations. In comparison, a TCM system is structured to handle any level assembly, from component to assembly to final product and packaging.

Operator Set-Up Assistance. Traditional CIM overlooks the paper and management-intensive process of operator setup checklists and approvals. TCM software provides web-based sign off checklists prior to work order initiation to assist operators in their pre-production checklists.

Preventative Maintenance and Training. TCM software addresses common factory management issues, such as the scheduling and confirmation of preventative maintenance activities. Having this information permits more advanced quality analysis, since system maintenance impacts process capability. It also addresses training certification management, ensuring the proper personnel are assigned to the proper processes.

Implementation Simplicity. The advanced architecture of TCM software makes deployment and implementation simpler, faster, and more cost effective than with traditional CIM. The auto-installing and upgrading nature of a web-based system virtually eliminates MIS issues, and the browser environment is simple for line operators to understand. The complete lack of file management makes administrative and engineering modules more easily managed as well.

SOFTWARE TECHNOLOGIES OF TCM
N-Tier Architecture. N-Tier systems are favored in enterprise-level systems due to their ability to scale seamlessly and because of their robust and reliable operation, even under extremely heavy multi-user activities. Software tiers consist of a presentation layer, through which operators interact with the system, a middle or logic layer where the decisions and software control of the system is conducted without need for user interaction, and the back-end tier which comprises the core database. This architecture makes TCM software browser-capable and interactive. The software, for example, does not merely generate web reports and outputs. The browser portions of the system interact with the middle-tier objects and dynamically present data to the operator.

Unified Data Structure. TCM information is deposited in a single database. Unlike traditional CIM, there are no external libraries, data files, or outboard information of any kind. Third-party developer access to the information can be achieved either through normal ODBC connections, or most effectively, via the COM interfaces. These interfaces allow not only data access, but also intelligent and compiled data access. Data redundancy, maintenance of separated libraries, and deployment difficulties are all eliminated. System setup is also simplified through the use of unified data storage, especially when deployed across a number of factories.

Flexible Database Options. TCM data manager objects are capable of interfacing with a wide variety of databases such as SQL Server®, Oracle®, and Access® (in smaller deployments), permitting the user to remain with the data storage methods chosen for the enterprise. The COM nature of the system makes translation between databases automatic and TCM software will easily migrate to new database systems as technologies emerge in the future.

CONCLUSION
TransCollaborative manufacturing software is fundamentally changing the way companies manage the manufacture of electronics assemblies. The convergence of the CAD/CAM functionality of traditional CIM systems with web-based, n-tier collaborative software design has created a new class of manufacturing software. Acting as the digital engine leveraging the abilities and resources of personnel, departments, suppliers, customers, and factories, TransCollaborative Manufacturing software brings unprecedented speed of response to market demand, in an environment of lower cost and higher quality.
 

Author Information:
Jason Spera, Chief Executive Officer
Aegis Industrial Software Corporation
220 Gibraltar Road, Suite 100
Horsham, PA 19044