part compliance in pdx 2 -...

Agile Software Corporation6373 San Ignacio Avenue San Jose, CA 95119 Phone 408.284.4000 Fax 408.284.4002

Part Compliance in PDX 2.0Part Compliance in PDX 2.0

ProposedProposed

Dries D’hoogheDries D’hoogheDirector of Product Management & StrategyDirector of Product Management & Strategy

August 31, 2004August 31, 2004

Copyright 1995-2003, Agile Software Corporation. Confidential and Proprietary Information. All Rights Reserved. 27/26/2005

Before We BeginBefore We Begin

Comparison to RosettaNetComparison to RosettaNet•• RosettaNet messages can be compared to aRosettaNet messages can be compared to a certified lettercertified letter

being sent to a correspondent.being sent to a correspondent.–– Chatty (Hi Sam, I am Mark, Hi Mark, Sam I am ;Chatty (Hi Sam, I am Mark, Hi Mark, Sam I am ;--))–– Lots of individual messages going back and forth because of the Lots of individual messages going back and forth because of the

choreography (RNIF)choreography (RNIF)•• A PDX message can be compared to a A PDX message can be compared to a box containing box containing

multiple lettersmultiple letters that is mailed to a correspondent.that is mailed to a correspondent.–– Modeled after the paper based product design package containing Modeled after the paper based product design package containing the the

BOM, AML information, AVL information, manufacturing instructionBOM, AML information, AVL information, manufacturing instructions etc., s etc., that was sent to a contract manufacturer in the past.that was sent to a contract manufacturer in the past.

–– Easier to implement than RosettaNet (no choreography requirementEasier to implement than RosettaNet (no choreography requirements)s)


What does it cover?What does it cover?

PDX has the notion of sections for different types PDX has the notion of sections for different types of informationof information•• Parts and BOMsParts and BOMs•• AMLs and Manufacturer PartsAMLs and Manufacturer Parts•• Suppliers and Supplier PartsSuppliers and Supplier Parts•• Product ChangesProduct Changes•• As Built Product ConfigurationAs Built Product Configuration•• QualityQuality


Supported Use CasesSupported Use Cases

Request for Information (RFI) processRequest for Information (RFI) process•• Sender requests information from the receiver.Sender requests information from the receiver.•• Sender determines the information that is sent and the Sender determines the information that is sent and the

information that is required back from the receiver.information that is required back from the receiver.Communicate part level information to the receiver.Communicate part level information to the receiver.•• Different from RFI processDifferent from RFI process•• Sender determines the information that is sent.Sender determines the information that is sent.•• Typically used when downloading data from a content data baseTypically used when downloading data from a content data base

Specification managementSpecification management•• Communicate a specification or a change to a specification to a Communicate a specification or a change to a specification to a

receiver.receiver.


New Section: DeclarationsNew Section: DeclarationsContains Requests for DeclarationContains Requests for DeclarationChild element of the Child element of the ProductDataeXchangePackage ProductDataeXchangePackage elementelementSupports different types of DeclarationsSupports different types of Declarations

•• Supplier Compliance SurveySupplier Compliance SurveyCompany sends out a questionnaire to assess Company sends out a questionnaire to assess supplier compliance supplier compliance with specifications from customers and government bodies.with specifications from customers and government bodies.

–– Does not require any part level disclosureDoes not require any part level disclosure–– E.g. Are you ISO 9001 certified? Do you have a RoHS compliance pE.g. Are you ISO 9001 certified? Do you have a RoHS compliance program in place?rogram in place?

•• Part Compliance SurveyPart Compliance SurveyCompany sends out a questionnaire to assess Company sends out a questionnaire to assess part compliancepart compliance with specifications from customers and government bodies.with specifications from customers and government bodies.

–– Does not require any material or substance level disclosureDoes not require any material or substance level disclosure–– E.g. Is your product E.g. Is your product Milspec Milspec XYZ compliant? What FCC class does your product belong to (in caXYZ compliant? What FCC class does your product belong to (in case of EM radiation)? IS your se of EM radiation)? IS your

product radioactive? How much Becquerel?product radioactive? How much Becquerel?•• Material Compliance Declaration (Yes/No Declaration)Material Compliance Declaration (Yes/No Declaration)

Company sends out a questionnaire to assess part compliance withCompany sends out a questionnaire to assess part compliance with individual substances on specifications from customers and individual substances on specifications from customers and government bodies.government bodies.

–– Does not request any weight nor PPM informationDoes not request any weight nor PPM information–– E.g. Is the lead in your product RoHS compliant?E.g. Is the lead in your product RoHS compliant?

•• Partial Material DisclosurePartial Material DisclosureCompany sends out a questionnaire requesting Mass and/or PPM infCompany sends out a questionnaire requesting Mass and/or PPM information from on individual substances selected by the company.ormation from on individual substances selected by the company.

–– Sender determines the scope of the substances to report against Sender determines the scope of the substances to report against based on the specifications the sender tracks.based on the specifications the sender tracks.

•• Full Material DisclosureFull Material DisclosureCompany sends out a questionnaire requesting Mass and/or PPM infCompany sends out a questionnaire requesting Mass and/or PPM information on all substances contained within the partormation on all substances contained within the part

–– Supplier is required to disclose any substance within the producSupplier is required to disclose any substance within the product.t.

Combination of the different types of Declarations should be perCombination of the different types of Declarations should be permitted.mitted.•• E.g. a Yes/No declaration requesting material disclosure if the E.g. a Yes/No declaration requesting material disclosure if the supplier declares the part to be nonsupplier declares the part to be non--compliant.compliant.


Requirements for a DeclarationRequirements for a DeclarationModeled after other workflow based entities in PDX (Change, QualModeled after other workflow based entities in PDX (Change, Quality Incident, …)ity Incident, …)Declaration level header information including flex fieldsDeclaration level header information including flex fieldsAffected PartsAffected Parts

•• Either Items, Mfr Parts, Supplier Parts or Part FamiliesEither Items, Mfr Parts, Supplier Parts or Part Families•• Part Level informationPart Level information

–– WeightWeight–– Flex fields for part level informationFlex fields for part level information

•• Part Level Material Composition InformationPart Level Material Composition Information–– MaterialsMaterials–– Substance Groups (JGPSSI)Substance Groups (JGPSSI)–– SubstancesSubstances

SpecificationsSpecificationsApproversApproversFile attachments to the Declaration that can contain e.g. instruFile attachments to the Declaration that can contain e.g. instructions on how to fill ctions on how to fill out the declaration.out the declaration.History level informationHistory level information


Declaration Header SectionDeclaration Header SectionContains the following fieldsContains the following fields

•• IdentifierIdentifier MandatoryMandatory Declaration identifierDeclaration identifier•• DescriptionDescription OptionalOptional DescriptionDescription•• NoteNote OptionalOptional Comments (JIG)Comments (JIG)•• Create DateCreate Date MandatoryMandatory Date the declaration was created (JIG)Date the declaration was created (JIG)•• Due DateDue Date OptionalOptional Requested return date of the declarationRequested return date of the declaration•• Compliance ManagerCompliance Manager OptionalOptional Who to contact if there are questionsWho to contact if there are questions•• OriginatorOriginator OptionalOptional Who created the declarationWho created the declaration•• SupplierSupplier OptionalOptional Which supplier this is intended forWhich supplier this is intended for•• Declaration TypeDeclaration Type OptionalOptional•• Declaration SubtypeDeclaration Subtype OptionalOptional•• WorkflowWorkflow OptionalOptional•• StatusStatus OptionalOptional•• Flex fieldsFlex fields OptionalOptional Sender defined fieldsSender defined fields


Declaration Affected Parts Section (1)Declaration Affected Parts Section (1)Part Information (JIG Product/Sub Part Category)Part Information (JIG Product/Sub Part Category)

•• Contains the following fields:Contains the following fields:–– Part TypePart Type MandatoryMandatory Assembly, Subassembly, Component, Raw Assembly, Subassembly, Component, Raw

Material (JIG), Part FamilyMaterial (JIG), Part Family–– Part IdentifierPart Identifier MandatoryMandatory (JIG)(JIG)–– Part Identifier TypePart Identifier Type MandatoryMandatory IPN, MPN, SPN, Part FamilyIPN, MPN, SPN, Part Family–– Alternate Part IdentifierAlternate Part Identifier OptionalOptional (JIG, JGPSSI)(JIG, JGPSSI)–– Alternate Part Identifier TypeAlternate Part Identifier Type OptionalOptional (JIG, JGPSSI)(JIG, JGPSSI)–– Part Total MassPart Total Mass MandatoryMandatory in grams,in grams, should become UOM based!! should become UOM based!!

Why is this mandatory in JIG? Move to Characteristics section?Why is this mandatory in JIG? Move to Characteristics section?–– Flex fieldsFlex fields OptionalOptional Sender defined fieldsSender defined fields

•• Contains a Characteristics section to capture parameters of the Contains a Characteristics section to capture parameters of the partpart

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Note: all this information needs to become part of the Item, MfrNote: all this information needs to become part of the Item, Mfr Part and Supplier Part element as well to Part and Supplier Part element as well to cover use case 2.cover use case 2.


Declaration Affected Parts Section (2)Declaration Affected Parts Section (2)Part Composition Information (JIG Material / Substance Category)Part Composition Information (JIG Material / Substance Category)Part Composition contains one or more Part Composition Items (crPart Composition contains one or more Part Composition Items (creates a table)eates a table)Each Part Composition Item contains the following fields:Each Part Composition Item contains the following fields:

•• Material/Substance/Substance Group IdentifierMaterial/Substance/Substance Group Identifier MandatoryMandatory (JIG) Name of the Material/Substance(JIG) Name of the Material/Substance•• Unique IdentifierUnique Identifier OptionalOptional (JIG) ISO or CAS(JIG) ISO or CAS--NumberNumber•• Unique Identifier TypeUnique Identifier Type OptionalOptional ISO, CAS, other?ISO, CAS, other?•• Material/Substance/Substance Group MassMaterial/Substance/Substance Group Mass MandatoryMandatory (JIG) in grams, (JIG) in grams, should become UOM based!! should become UOM based!!

Move to Characteristics section?Move to Characteristics section?•• Material/Substance/Substance Group ConcentrationMaterial/Substance/Substance Group Concentration OptionalOptional (JIG) in PPM or %, (JIG) in PPM or %, should become UOM based!! Move to should become UOM based!! Move to

Characteristics section?Characteristics section?•• LocationLocation OptionalOptional (JIG)(JIG)•• ApplicationApplication OptionalOptional (JIG)(JIG)•• CommentComment OptionalOptional (JIG)(JIG)•• RequiredRequired OptionalOptional Yes/No. Makes it mandatory to the supplier to Yes/No. Makes it mandatory to the supplier to

respond to this Part Composition Item.respond to this Part Composition Item.

Contains an optional Characteristics section to capture parameteContains an optional Characteristics section to capture parameters of the material/substancers of the material/substance•• Radioactivity, toxicity, …Radioactivity, toxicity, …

Contains an optional Bill of Substances section to capture SubstContains an optional Bill of Substances section to capture Substances within a Material (ances within a Material (RoHSRoHS) or ) or Substances within a Substance Group (JGPSSI).Substances within a Substance Group (JGPSSI).Note: These fields and structures need to become part of a CompoNote: These fields and structures need to become part of a Composition Section on an Item, Mfr Part and sition Section on an Item, Mfr Part and Supplier Part as well to cover use case 2.Supplier Part as well to cover use case 2.


Declaration Specifications Section Declaration Specifications Section

Optional section that links a declaration to one or more specifiOptional section that links a declaration to one or more specifications cations that may be part of the PDX package as well to indicate which that may be part of the PDX package as well to indicate which declarations the receiver needs to be compliant with.declarations the receiver needs to be compliant with.Fields:Fields:

•• Specification IdentifierSpecification Identifier MandatoryMandatory•• Specification Unique IdentifierSpecification Unique Identifier OptionalOptional Links to the specification if it is part of Links to the specification if it is part of

the PDX package. Standard PDX construct.the PDX package. Standard PDX construct.


Declaration Approvers, Declaration Approvers, Attachments and History SectionAttachments and History Section

Reuse the standard PDX definitions for Approvers, Reuse the standard PDX definitions for Approvers, Attachments and History.Attachments and History.


New Section: SpecificationsNew Section: SpecificationsChild element of Child element of ProductDataeXchangePackage ProductDataeXchangePackage element.element.This optional section contains one or more Specifications.This optional section contains one or more Specifications.A specification can be a Government regulation, a customer speciA specification can be a Government regulation, a customer specification or an internal fication or an internal specification.specification.A specification consists ofA specification consists of

•• Specification AttributesSpecification Attributes–– Specification IdentifierSpecification Identifier MandatoryMandatory–– Specification TypeSpecification Type OptionalOptional–– DescriptionDescription OptionalOptional–– JurisdictionsJurisdictions OptionalOptional–– Flex fieldsFlex fields OptionalOptional

•• A list of substances of concernA list of substances of concern•• A threshold value for each of those substances implemented with A threshold value for each of those substances implemented with Characteristics element.Characteristics element.•• Any other characteristics that the sender wants to convey using Any other characteristics that the sender wants to convey using the Characteristics element.the Characteristics element.•• File attachments that can describe the specification, testing meFile attachments that can describe the specification, testing method, …thod, …•• HistoryHistory


New Section: Substance GroupsNew Section: Substance Groups

Comes from Japanese Green Procurement Initiative.Comes from Japanese Green Procurement Initiative.A Substance Group contains a set of substances that all relate tA Substance Group contains a set of substances that all relate to a o a base substance.base substance.•• E.g. a substance group could be Cad & Cad Compounds that containE.g. a substance group could be Cad & Cad Compounds that contains Cad s Cad

Oxide, Cad Sulfide, Cad Sulfate and Cad Chloride.Oxide, Cad Sulfide, Cad Sulfate and Cad Chloride.Supplier can reply at the substance group level or at the indiviSupplier can reply at the substance group level or at the individual dual level within a substance group.level within a substance group.There are conversion factors to calculate the weight of Cad in eThere are conversion factors to calculate the weight of Cad in e.g. .g. Cad Sulfide (Cad content by weight). Should not be communicated Cad Sulfide (Cad content by weight). Should not be communicated in PDX, the factors are standardized.in PDX, the factors are standardized.At the end all the different Cad contents of the different compoAt the end all the different Cad contents of the different compounds unds are summed to get a total Cad within the Substance Group.are summed to get a total Cad within the Substance Group.


Requirements for Substance GroupsRequirements for Substance Groups

Substance Group header information including flex fieldsSubstance Group header information including flex fields•• Substance Group IdentifierSubstance Group Identifier•• ApplicationApplication•• Purposes of UsePurposes of Use

Bill of SubstancesBill of Substances•• Fields at the individual substance levelFields at the individual substance level

–– Substance IdentifierSubstance Identifier–– CASCAS--NumberNumber–– Compound weightCompound weight–– ApplicationApplication–– Purposes of UsePurposes of Use

History level informationHistory level information•• OptionalOptional


New Section: Part FamiliesNew Section: Part Families

Child of Child of PDXPackagePDXPackagePart Families are a way to group parts so that component Part Families are a way to group parts so that component suppliers can respond at the family level instead of at the suppliers can respond at the family level instead of at the individual part level.individual part level.•• E.g. A family of Ceramic Capacitors all have the same E.g. A family of Ceramic Capacitors all have the same

composition but a different capacitance. From a material composition but a different capacitance. From a material composition perspective they are the same.composition perspective they are the same.

There is a conversion factor from the Part Family to the There is a conversion factor from the Part Family to the part. E.g. Ethernet cablespart. E.g. Ethernet cablesCan group internal parts, mfr part or supplier parts.Can group internal parts, mfr part or supplier parts.


Addition to Items and Mfr Parts: Addition to Items and Mfr Parts: Composition SectionComposition Section

Parts need to be able to contain composition Parts need to be able to contain composition information through the use of a Composition information through the use of a Composition section within the itemsection within the item•• This information is the same as the Part Composition This information is the same as the Part Composition

information in the material declaration.information in the material declaration.Parts need to be able to contain compliance Parts need to be able to contain compliance information through the use of a Compliance information through the use of a Compliance section within the item.section within the item.•• This needs to cover exemptions as well.This needs to cover exemptions as well.


For discussion purposesFor discussion purposes

IPC-2571 Published Standard Item description


“Characteristics” from IPC“Characteristics” from IPC--25782578

Measured Characteristic AttributesMeasured Characteristic Attributes

Ranged Characteristic AttributesRanged Characteristic Attributes

Enumerated and TextualEnumerated and Textual

part compliance in pdx 2 -...

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