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Integrated Project Support Study Group Findings 31-May-2006

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Integrated Project Support Study Group Findings 31-May-2006 31-May-2006 Integrated Project Support Study Group Findings Study Group Members Jurgen De Jonghe IT-AIS Christophe Delamare TS-CSE James Purvis IT-AIS (Chair) Tim Smith IT-UDS Eric Van Uytvinck TS-CSE Additional Contributions from Jean-Yves Le Meur IT-UDS Per-Olof Friman TS-CSE Timo Tapio Hakulinen TS-CSE Nils Høimyr IT-CS Thanks for supporting information from Alessandro Bertarelli TS-MME Johan Burger DESY Ramon Folch TS-MME Lars Hagge DESY Don Mitchell FNAL Integrated Project Support Study Group Findings 31-May-2006 Page 2 Integrated Project Support Study Group Findings 31-May-2006 Executive Summary The challenges of the LHC project have lead CERN to produce a comprehensive set of project management tools covering engineering data management, project scheduling and costing, event management and document management. Each of these tools represents a significant and world- recognised advance in their respective domains. Reviewing the offering on the eve of LHC commissioning one can identify three major challenges: 1. How to integrate the tools to provide a uniform and integrated full-product lifecycle solution 2. How to evolve the functionality in certain areas to address weaknesses identified with our experience in constructing the LHC and integrate emerging industry best practices 3. How to coherently package the offering not just for future projects in CERN, but moreover in the context of providing a centre of excellence for worldwide collaboration in future HEP projects. If CERN can meet these challenges, then combined with the knowledge, expertise & know-how acquired during the LHC project CERN has the unique opportunity to provide a competency centre for integrated project management tools, and thereby offer support to projects such as the ILC. Unfortunately integrating the existing tools ‘as-is’ is insufficient to achieve this vision. Evolution of the CAD- EDMS tools is required in order that CERN may address current shortcomings and provide industry best- practices. Specifically an early introduction of rigorous configuration management practices already at the design stage, the introduction of the notion of the ‘item’, dependency tracking & analysis and introduction of a 3D centric product data management approach is required. This requires more than a change in IT system, but also a change in methodology, practices and organisational culture. Some of the benefits of evolving the EDMS tools are: • Earlier detection & reparation of problems thus reducing the number of defects in the fabrication phase, consequently reducing the delays and overall costs • Improve CAD data exchange with suppliers and the sub-contracted design offices • Reduce the number of drawings necessary for the pre-study and study and consequently the costs of these phases. • Facilitate the approval process for new or modified designs with 3D visualisation • Tighten the tracking of dependencies • Enhance part compatibility, re-use and detect part incompatibilities • Improve the traceability from the final produced part to the original design Additionally benefits of providing an integrated project tool suite are: • Provide consistent views of a given project across the involved tools. • Ease the update of the EVM work units • Ease the search for any type of electronic document • Enhance the procurement lifecycle from the design offices to delivery. • Ease the use of the tools by avoiding separate registrations for each tool, and by standardising the access rights through common central group and role assignments. • Have a common approach regarding the authentication and authorisation mechanisms. Currently CERN is not in a position to meet all of the ILC requirements, particularly at this phase in the project with respect to their requirements of an EDMS system. This study group unanimously supports their choice of TeamCenter at DESY which is already operational and providing basic multi-site collaboration for the ILC. Given the investment required by CERN to adopt this software, combined with the minimum timescales for implementing such a solution, CERN could not offer an equivalent service within the next 12 months. In the short term our recommendation is to simultaneously commence integration of the existing tools and launch a pilot project implementation of UGS TeamCenter for CATIA users at CERN. This could provide CERN with a symbiotic relationship in which the ILC project could benefit from CERN’s CATIA support and CERN could benefit from existing TeamCenter knowledge. We could also support the distributed model proposed by the ILC by sharing common data across the systems. This would cost: • UGS TeamCenter pilot : 300kCHF for software, server licenses & consulting + 1 additional FTE • Integration of CERN tools : 2 FTEs for 2 years • CDS, Indico & PPT for ILC : 3 FTEs (service, support & customisations) In the longer term, with the introduction of CATIA as the new CAD system at CERN and the end of the LHC designs approaching there is a unique window of opportunity to carry out change, evolve our current CAD management tools by introducing UGS TeamCenter and adopt industry best practices. If we invest now then we will evolve CERN towards providing the leading project management practices for future projects independent of CERN’s future role as host or collaborator. Page 3 Integrated Project Support Study Group Findings 31-May-2006 Table of Contents Part I 1. Introduction ...............................................................................................................................................5 2. Review Process ........................................................................................................................................5 3. Analysis Summary ....................................................................................................................................6 3.1 Vision & Strategy for integrated project support..........................................................................7 3.1.1 Introduction of full product lifecycle management, CAD interoperability and configuration management .................................................................................................................................7 3.1.2 Provide an Integrated solution ...........................................................................................11 3.2 Analysis of Status Quo at CERN today with its Existing Tools..................................................13 3.3 Roadmap for future evolution....................................................................................................15 3.4 Costs.........................................................................................................................................24 3.5 Implications of use by international community.........................................................................26 4. Conclusions & Recommendations ..........................................................................................................28 Part II..........................................................................................................................................................29 Project Planning Tools Area Analysis .........................................................................................................31 Engineering Data Management Tools Area Analysis..................................................................................37 Document archiving, retrieval, agenda & conference Management tool area analysis...............................41 Computer Aided Engineering (CAD/CAM/CAE)..........................................................................................47 Glossary:.............................................................................................................................................52 Appendix A PLM Market overview: .................................................................................................55 Appendix B: Mandate......................................................................................................................56 Appendix C : Summary of DESY visit ............................................................................................57 Appendix D: Summary of meeting with Ramon Folch and Alessandro Bertarelli (TS-MME)..........59 Appendix E: Excerpt from MBA Thesis in e-business .....................................................................60 Appendix F: Computing Support for the ILC ...................................................................................63 References......................................................................................................................................67 Page 4 Integrated Project Support Study Group Findings 31-May-2006 1. Introduction The ILC requirements for project support tools have provided a catalyst for the review of the current tools at CERN. This report examines the status quo at CERN, describes potential scenarios for future evolution and particularly for the context of the ILC examines integration along the lines proposed by the ILC EDMS selection committee. In particular the study group is asked to address the following: 1. Elaboration of a vision & strategy for integrated project support involving analysis of user communities & requirements, enumeration of leading tools & best-practices and identification of interoperability and integration approaches. 2. Analysis of the status quo at CERN today with its existing tools
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