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moving models not drawings to final home

Question asked by Renee Kontra on Jul 8, 2020
Latest reply on Jul 8, 2020 by Tim Webb

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Hi everyone I have a major issue and hopefully you can understand this and help me find a solution

We have EO's that start the process of Scanning part, Modeling Part etc. the boys don't want the Models to stay in EO when completed they want them to be in there final resting place.

So in our case it can be

(original) If we had a drawing that was legible along with all data model made and placed here

Libraries/Douglas/Book5

If Scan required because drawing illegible data not available or just cause they want this now

Starts as

EO/Douglas/Book5 but these files stay here when completed

they want

EO/Douglas/Book5 to move Book 5 to Libraries/DOuglas/Book5 and no models in the EO

How do I do that and why would I want to move them? They feel that once released that it should automatically move to the correct folder.

I hope you get what they want and can help me give them what they want as these files.

Thanks Renee

Tim Webb Jul 8, 2020 9:59 AM

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Hi Renee,

I would completely Agree with you asking why the models have to move. This is the 21st century, moving files is a practice for 1990. I disagree with moving files when complete. File management is not something a PDM admin should recommend either. Moving SOLIDWORKS models will eventually bite you square in the saddle because of broken references.

Try this yourself first and see if this makes sense. Create your parts in the final resting place, select the EO affected files, right click and select copy, then navigate to the EO and right click on it and select paste as reference. This will create links so the affected models show up in the Contains tab of the EO. Nice and tidy!

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Tim Webb Jul 8, 2020 9:59 AM
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Hi Renee,

I would completely Agree with you asking why the models have to move. This is the 21st century, moving files is a practice for 1990. I disagree with moving files when complete. File management is not something a PDM admin should recommend either. Moving SOLIDWORKS models will eventually bite you square in the saddle because of broken references.

Try this yourself first and see if this makes sense. Create your parts in the final resting place, select the EO affected files, right click and select copy, then navigate to the EO and right click on it and select paste as reference. This will create links so the affected models show up in the Contains tab of the EO. Nice and tidy!
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- Renee Kontra @ Tim Webb on Jul 8, 2020 10:07 AM
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  Thanks TIM!!!! I was trying to explain this to them but me explaining to them was a struggle for me. I did think of starting part in resting place and copying over to EO. So when it's released will it still be in EO folder or will it go home? I guess what these guys want it the stuff in it house at all times unless working on it then send it home. So in there mind they go to Douglas and find what they want vs. search for me search is the way to go but not them.
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- Mike Dekoning @ Tim Webb on Jul 8, 2020 10:20 AM
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  I totally agree Tim. Even though PDM manages file references so files can be moved within the vault, a problem is when users want to move a file that is referenced by a checked out file. The system will not allow this as it cannot edit the internal file references in the parent file. Same goes for renaming files which is when I'd get calls from users complaining about it.
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  - Renee Kontra @ Mike Dekoning on Jul 8, 2020 10:53 AM
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    Here's our problem were into DC-3 modifications by STC's which we might also apply for our own STC or make a part (like a OEM) to sell from the original Douglas part.
    So we have Douglas parts they are set up as Books (like Douglas) 1,2,3,4,5 we have these modeled but some of the plane we don't which then we scan a part that we modeled or not modeled. So this scan will start a EO
    File structure for this is Library/Douglas/Book1 etc
    
    We also have STC's which might have multiple folders per Airplane code from the FAA so that might look like
    
    STC\STC number\71-00
    \72-00
    \80-00
    
    so the problem starts with
    
    EO-20-01
    cad files
    pdf
    documents
    
    when the EO is complete the cad files stay they want them to move to either the STC or Douglas folder all for finding files easier vs. search.
    
    Now they are thinking start EO in main folder under EO
    Library\Douglas\EO
    
    or
    
    STC\STCnumber|EO
    
    I'm getting aggravated as we seem to keep changing how I should set this up! IT's like changing underware.
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    - Tim Webb @ Renee Kontra on Jul 8, 2020 11:19 AM
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      I’ve worked on aircraft completions in the past using a supplemental type certification. But I think I’ll need more time to digest your issue and I’m running a few errands right now and responding via mobile.
      
      i understand the frustration you’re having because I’ve been in your shoes, exactly where you are. I’ll respond when I get back to my computer. The best you can do will be relying on GOPs to set the process but I can help.
      
      Tim
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      - Renee Kontra @ Tim Webb on Jul 8, 2020 1:07 PM
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        Thank you for helping me! But what is a GOP? I've looked all over the internet for explanation but couldn't find one.
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        Tim Webb @ Renee Kontra on Jul 8, 2020 1:24 PM
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        GOP - General Operating Procedures
        SOP - Standard Operating Procedures
        
        These are the documents most AS9100 aircraft STC mod shops use as the guidelines for how they do their processes/procedures.
        
        Hope this helps!
        Tim
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        Renee Kontra @ Tim Webb on Jul 8, 2020 1:56 PM
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        Would you be able to set me in the right direction on how to set this up?
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        Tim Webb @ Renee Kontra on Jul 8, 2020 2:58 PM
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        Sure Renee. I'll PM you.
        
        Hope this helps!
        Tim
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    - Tim Webb @ Renee Kontra on Jul 8, 2020 1:21 PM
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      Hey Renee,
      
      I am still going to stick with my original recommendation, use "Paste as reference". Pick a place to manage the CAD models, STC files, and EO files. Then put the CAD files into their folder and paste them as reference to as many EO's as you need. Then, when searching EO's, they click the Contains tab and easily see the affected CAD models, their state, data card fields, they can transition from the Contains tab, or browse to in the same or new window. It's a management console.
      
      To refer to an old analogy, the teams who use this data are pushing you to pound PDM to fit and paint to match what they are used (the old way). They are asking you to "severely limit" PDM's capabilities. Think of it like this: You have a ferrari sitting in your garage but it's wheels are missing. They are recommending a very outdated process and it is usually due to not understanding what PDM can do and not believing they have the resources available to make PDM work right.
      
      I recommend the following action plan:
      Tell management what changes you have planned and get their buy-in
      Get the authority for you to "own" this system
      Setup a prototype area in a sandbox vault and set this up, don't worry, it's easy
      Test it thoroughly and get feedback and grass roots (stakeholder) buy-in
      Implement when it won't impact current projects or workload
      Train them once you implement
      
      You have some decisions to make and it's going to take lots of courage but you can do it.
      
      Hope this helps,
      Tim
      Believe in The Q!
      
      FYI - The next temptation you will have will be to use the built in "Share file" feature. Avoid this at all cost.
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Renee Kontra Jul 8, 2020 10:52 AM
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Here's our problem were into DC-3 modifications by STC's which we might also apply for our own STC or make a part (like a OEM) to sell from the original Douglas part.
So we have Douglas parts they are set up as Books (like Douglas) 1,2,3,4,5 we have these modeled but some of the plane we don't which then we scan a part that we modeled or not modeled. So this scan will start a EO
File structure for this is Library/Douglas/Book1 etc

We also have STC's which might have multiple folders per Airplane code from the FAA so that might look like

STC\STC number\71-00
\72-00
\80-00

so the problem starts with

EO-20-01
cad files
pdf
documents

when the EO is complete the cad files stay they want them to move to either the STC or Douglas folder all for finding files easier vs. search.

Now they are thinking start EO in main folder under EO
Library\Douglas\EO

or

STC\STCnumber|EO

I'm getting aggravated as we seem to keep changing how I should set this up! IT's like changing underware.
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moving models not drawings to final home

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