PDM software or PLM software: what's the difference?
The terms product data management (PDM) and product lifecycle management (PLM) are often used interchangeably. Let's sort out the difference.
Roles of PDM and PLM software
Originally, engineering data was relatively simple: design files, parts lists and specifications. At the time, engineering data management software (EDMS) and later PDM allowed users to organize their product data, and apply rules for item identification and revision control. An associated electronic data library contained 2D CAD files and other design files.
However, with added complexity in product design, engineering data management has now evolved into two separate solutions:
- Product data management, when combined with CAE/CAD software such as Dassault Systèmes SolidWorks or Autodesk® Inventor®, is a specialized "design environment". The basic design object is a CAD file. The PDM tool manages sets of linked files — CAD models — in hierarchical (real or virtual) folders.
- Product lifecycle management is a cross-organizational tool for collecting, controlling and publishing approved product configurations. In PLM, part and document objects are represented in a database, and managed by change forms. Unlike PDM, part and document records exist independently of files.
There are good reasons — technical and operational — why these solutions have become distinct.
Technical differences between PDM & PLM
PDM: A file-based system for managing models
A design file is the basic building element in a 3D CAD model. A single file often represents a physical part. However, multiple files may be combined to model a single part and, sometimes, a single parameter-driven file can represent distinct parts. The CAD, with its PDM, builds a model by embedding relationships within the files.
Mechanical 3D CAD models rely on proprietary file format(s) defined by the software vendor. These formats require specialized file readers to view and edit their relationships, and most CAD vendors provide their own PDM tool for this purpose.
Part information can be attached to file records ("model annotations"). Supporting documentation that's not contained in the model (for example, a plating specification or inspection procedure) may need to be managed elsewhere. Change workflows operate on individual files, not necessarily complete part objects.
CAD model hierarchies are usually simple file system trees. A file is usually re-used by copying it into a new model.
PLM: An object-based system for managing products
A part or document database record represents a complete physical or information object. These objects contain whatever properties are useful over their lifecycle: number, revision, title, unit of measure, bill of materials, cost, file attachments, etc. These objects are easily assigned to other objects to build a product structure. Objects and their relationships are quite flexible: they're simple to create, revise, re-use and remove.
PLM systems have different classes of objects (parts, documents and change forms) with distinct properties and behaviors. A bill of materials is a collection of database objects; document references and approved vendor sources are object lists. Change forms can directly act on objects by, for instance, releasing a revised part and automatically updating all BOMs that use it. An object's Appears On (or "where used") displays its parent assemblies, referencing items and releasing/canceling change forms.
In a PLM system, a file is simply one of many attributes that describe the part. CAD files are often attached to PLM objects. Non-CAD files can also be attached, such as a Microsoft Word specification, vendor datasheet PDF, or even a customer email. Files can be attached to change forms and organization records. A PLM system can index the text contents of a file, and launch the file with whatever Windows application recognizes its file type.
File attachments can have different contexts. Revision files directly define how to fabricate, purchase or assemble the item. Item files provide background or history. External links point to useful resources outside of the PLM system, such as vendor web pages.
The PLM many-to-many product structure simplifies object re-use by adding a link to the object, rather than by copying it.
Operational differences between PDM & PLM
There is no known way to handle the complex interrelationship between parts without access to a well designed Product Data Management system. A PLM system is even more useful!
There can be overlap between PDM and PLM roles. In many companies, PLM and PDM tools are used side-by-side.
A PDM system has deep knowledge about the CAD model; a PLM system has broad knowledge about the product definition.
Specialized design environments (like CAD+PDM) feed the PLM system
PDM software provides engineers and designers with tools for managing complex multi-file CAE/CAD models.
Consider the various design disciplines that go into a new product:
- industrial, mechanical, electronic and software design
- documentation and graphics for installation and use
- requirements, specifications and procedures
All of these require some type of "design environment": mechanical CAD with model management; electronic circuit design and simulation; software development with source control; graphics tool; or simply a word processor. Each of these design environments produce design files that are coordinated with the other disciplines to ensure a coherent product.
A PDM tool is most useful for managing complex file-based models within a specific discipline, such as mechnical design.
The PLM system feeds procurement, production and service
PLM software provides all disciplines (design, product management, quality, production, test engineering, marketing, etc.) with a complete, approved and locked-down product configuration.
Product information is divided between what's required specifically for engineering development, and what's needed to manage, purchase, manufacture and service the product.
The PLM system contains — and closely controls — the product data that users need from the development process. It ensures that
- Previously-developed data is quickly found and may be easily evaluated for re-use
- Product data useful to the company is shared, rather than embedded in proprietary file formats for a specific design discipline
- Pre- and post-production design data is clearly segregated from production data using lifecycle tags
- Rules for part and document numbering are followed, and workflow for changes is enforced
- Parts are categorized to ensure all required data is easily identified
- Procedures for assembly, test, inspection, sales, installation and use are coordinated between affected departments
- Approved vendor sources are documented and shared with procurement, and AVL changes are controlled
- Information approved for production is protected from uncontrolled changes
- Changes to any previously-approved data is reviewed by the affected groups, including those outside engineering
- Approved product configurations can be exported accurately and consistently to downstream computer systems and contract manufacturers
- Historical information — changes approved, items affected, why the change occurred, and who approved it — is always available
PLM software manages an approved configuration of your complete product over the entire product life cycle.
A PLM solution is most useful for defining, controlling and sharing complex, multi-discipline, or fast-changing products.
PLM software for communication & control
PLM coordinates design intent and provides an orderly flow of approved data. PLM ensures that only the correct parts are ordered, produced and assembled according to valid & approved documentation. PLM is the central repository of the product definition: requirements; drawings; supplier datasheets; test results; assembly, test and inspection procedures; user documentation; and technical field support materials.
PLM systems prevent costly errors related to unapproved part substitutions, out-of-date documentation, incorrect part numbers, and even many clerical errors in transferring final designs into production. They can also answer questions about what had previously been used, who made changes and why, and what alternatives were considered and rejected.
PDXpert PLM software supports the complete product life cycle with:
- Flexible document & part types that permit unique naming and identification outside the engineering department
- Revision-controlled bill of materials and approved source management that can be easily exported to downstream production systems.
- Superior Google-like free-form text search that allows non-technical users easy access to their own documents and parts
- Virtually unlimited change forms and change workflows that can be uniquely tailored to a specific department's needs, so that upstream (marketing) and downstream (customer support, field service) organizations can manage their part of the product life cycle using their own change processes.
- Materials identification and reporting for simple and cost-effective RoHS/WEEE/ELV regulatory compliance in product maintenance and repair, hazardous material handling and product disposal.
- Document and part dispositioning to clearly communicate how items throughout the supply and distribution chains will be affected by pending changes.
PDXpert PLM software ensures that your entire product data history, from product definition to product retirement, is captured and maintained by all groups within your organization.