3D PDF Technology – Where it fits in

I happened to read about PROSTEP PDF Generator 3D in CIMData’s website this weekend which lead me to explore the world of 3D PDF’s. I find interactive 3D PDF files pretty amazing. For those of you who haven’t had a chance to view them please click on this link: http://www.adobe.com/manufacturing/3dpdfsamples/3dsolutions/ to view sample 3D PDF files. There are several examples listed like:

→     Turbine engine (PDF, 4.5M, Original CAD format: SolidWorks)

→     Jet concept design (PDF, 4.7M, Original CAD formats: Siemens NX, CATIA V5, and Pro/ENGINEER Wildfire)

→     Crankshaftassembly (PDF, 3.0M, Original CAD format: Pro/ENGINEER Wildfire)

I observed many tools when I opened these files in Adobe Reader including those to isolate Parts, different Part Rendering Modes including Transparent, Wireframes, Illustrations etc, different Model Rendering Modes, Model Tree highlighting - will highlight different parts in the model, 3D measurement tools, etc. PDF Generator 3D Reader Extensions Module offers the option of activating a large number of additional functions for using the generated 3D PDF documents in Adobe Reader. The recipient can, for example, add comments or fill in certain fields on a form. PDF Generator 3D Rights Management Module allows the information contained in the 3D PDF documents to be protected against access by unauthorized persons. Access rights can be restricted to a specific period of time and if necessary can be revoked when, for example, a document is no longer valid. Overall I feel it’s a good tool for visualization even though rendering and loading takes some time even with a powerful computer. For those interested in the details of the components of PDF Generator 3D have a look here:

I see 3 major advantages of using 3D PDF technology:

→     Standardization: No doubt there are visualization tools from nearly every CAD vendors which will help view a multitude of product data (e.g., MCAD/ECAD files, MS Office documents) without the authoring application. But all such tools need the downstream consumers to have the same tools which might be difficult considering that manufacturing and support services are likely to be outsourced.  I think Adobe tries to solve this problem with Interactive 3D PDF. “Interactive 3D PDF files look exactly like the original 3D design, regardless of the application used to create it or the environment in which it's viewed.” [http://www.adobe.com/manufacturing/solutions/3d_solutions/] The currently supported CAD formats are:

→     Reduction in Total Cost of Ownership: If your product data needs to be viewed across the Realise (Manufacturing), Use/Support (Customer service), Retire/Dispose phases (The phases are from John Stark's PLM Grid) then each user associated with the individual phases will need licenses for a visualization tool. With 3D PDF that cost is cut down. Since Adobe Acrobat is installed in the majority of users – this would also mean a reduced load on IT for installing and maintaining the visualization tool. However a details cost benefit analysis should be made comparing the total license costs of the currently used desktop-based visualization tool versus the cost of the 3D PDF Generator tool (a professional server solution that offers full functionality and accommodates up to 50 users for less than € 10,000).

→     Long Term Archival and Retrieval Solution: If the lifecycle of your product extends several decades then a question worth pondering is whether the CAD format would still be supported. While the PDF specification was available for free since at least 2001, PDF was originally a proprietary format controlled by Adobe, and was officially released as an open standard on July 1, 2008, and published by the International Organization for Standardization as ISO 32000-1:2008. In 2008, Adobe published a Public Patent License to ISO 32000-1 granting a royalty-free rights for all patents owned by Adobe that are necessary to make, use, sell and distribute PDF compliant implementations. [http://en.wikipedia.org/wiki/Portable_Document_Format].3D PDF is the perfect candidate for a long term archival and retrieval solution. More information at 3D PDF Consortium http://www.3dpdfconsortium.org/pdf-standards-info.html.

Thanks for reading! I would be happy read your comments.

The under-appreciated role of PLM in implementing Document Creation Retention and Destruction (DCRD) policies

Have you heard about the famous (or infamous?) “Pitt’s Postulate”: “Whenever you think you’ve destroyed the last copy of any document, there’s always one more that exists, and it will surface at exactly the most inopportune time. The only exception, of course, is if you really need the document, at which point you’ll discover that you actually did destroy the very last copy.” – Quite true, isn’t it? Over the last few years businesses have come to appreciate that they need to better manage their documents and records to tackle a number of key issues including legislation's like SOX, risk of lawsuits, protection of intellectual property and identity theft. Most corporations have formalized Document Creation, Retention and Disposal (DCRD) policies, primarily outlining the length of time for which the organization will keep certain documents and records, either in hard copy or electronic form. These policies serve as guiding principles for employees, indicating which documents to discard and which to save while ensuring compliance with laws and hindering inadvertent or ingenuous destruction of records.

Numerous off-the-shelf solutions are available for such purposes (including SharePoint which impelled me to write this article) but if a company has already implemented a commercial PLM system then they in all probability do not need to go for another system to take care of DCRD policies. Record/Document classification, integrity, storage, access control, data retention, backup, data purging, comprehensive version and revision control, viewable file generation, auditing, search etc. are all effectively present in a enterprise PLM system.
 

What are the challenges before trying to get PLM in managing corporate records?

→ Assessment of different document type and their value needs to be determined first – Certain type of documents might not be suitable for storage in PLM like employee evaluations or expense reports etc when other systems are present to manage them.
→ Emails in particular – Time and again emails have been the center of attention in much litigation and unfortunately the retention/control/purge of emails is out of PLM’s scope.
→ Backups – Electronic data backup produce historical copies of documents/records which even though purged from the current system will be preserved in archives and are discoverable.
 

My conclusion: PLM is a viable solution in conjunction with other systems to aid implementation of DCRD policies. If a PLM solution is present then a new Records Management solution doesn’t need to be implemented.