Tutorial V: Release and engineering change

Source	Engineering change management as the PLM books describe it (Stark, Grieves, Saaksvuori and Immonen): a release with part number and revision, an engineering change, a new revision, the old one obsolete; the package NX publishes with File › Export › Publish Technical Data Package
You learn	PLM › Versions and History, Create Version, Release, Publish Release Package, Compare, Releases, Mark obsolete
Needs	Tutorial T first (the replay runs it), and `git` on the PATH for Strata

Step by step

1. Version control

Save the bush into a project folder. PLM › Versions and History, Turn on version control: from now on every save is recorded.

2. Release revision A

PLM › Create Version: V1. Right-click V1 in the history, Release: part number BUSH-100; Strata proposes revision A.

3. The release package of revision A

PLM › Publish Release Package: the dialog picks BUSH-100 rev A. The package holds the STEP model, the FreeCAD document, the drawing as PDF, the PMI and inspection plan, the fit’s stack-up and the mass properties, with a manifest of SHA-256 checksums (Release packages).

4. ECO-001

The shaft runs warmer than planned: the bore changes from H7 to F7. Change the bore PMI’s Fit to F7 and save. The PMI shows Ø16.000 F7 (+0.034/+0.016) Ⓔ, and the fit’s stack-up from tutorial T follows: clearance 0.022 to 0.051.

5. Compare and release revision B

Create Version V2, then PLM › Compare V1 with V2: Strata lists the changed PMI property. Release V2: the same part number, revision B. PLM › Releases, select revision A, Mark obsolete.

6. Both packages

Publish revision B, and revision A again. Revision A’s package, made after the change, still documents Ø16 H7 (16.000 to 16.018): a package is made from what was released, never from the working copy. Revision B’s documents F7 (16.016 to 16.034).

Tutorial BC hands revision B to manufacturing, in Carbon.

The replay

#	In the book (NX)	In FreeCAD NX-Style	Result	Notes
V1	The guide bush of tutorial T, saved in a project folder; Versions and history	the Versions and history tab of the navigators	same	Strata’s panel among the navigators (Teamcenter’s place in NX); the ribbon button shows or hides it
V2	Turn on version control for the project folder	'Turn on version control', folder and name, 'Turn on'	same	project V_project: every save is now recorded
V3	Create Version V1	ribbon 'PLM › Versions > Create Version', name and description, 'Create version'	same	versions ['V1']
V4	Release V1 as part number BUSH-100: revision A	the version’s MB3 menu > Release; part number typed; 'Release'	differs	releases [('BUSH-100', 'A', 'Released')]; the menu item’s action is called (the replay does not open the context menu)
V5	Publish the release package of rev A	ribbon 'PMI › Exchange > Publish Release Package', release 'BUSH-100 rev A (Released)', folder typed, MB2 = OK	differs	9 files (analysis/ToleranceStackup.csv, analysis/ToleranceStackup.txt, analysis/mass_properties.csv, drawings/Page.pdf, model/BUSH-100_A.FCStd, model/BUSH-100_A.step, pmi/checks.txt, pmi/inspection_plan.csv, pmi/pmi.json); STEP schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF with PMI: schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF; datums A, B (2 datum systems); sizes: 2 diameter, 1 thickness; locations: 1; with ± tolerances: 3; fits: H7, k6; geometric tolerances: 1 coaxiality, 1 perpendicularity; standard ISO GPS (ISO 8015); checksums verified OK. NX: File > Export > Publish Technical Data Package
V6	ECO-001: the bore Ø16 H7 becomes F7 (the shaft runs warmer); save	the PMI’s Fit property; Ctrl+S	differs	Ø16.000 F7 (+0.034/+0.016) Ⓔ; the fit’s stack-up follows: clearance 0.022 to 0.051; the drawing’s inherited bore dimension follows too (['⌀%.3w F7 Ⓔ'], one, where it was); the save is recorded in the history
V7	Create Version V2	ribbon 'PLM › Versions > Create Version'	same	versions ['V2', 'V1']
V8	Compare V1 with V2	ribbon 'PLM › Versions > Compare', From V1, To V2	same	1 document changed · 7 feature changes: GuideBush \| Dimension004: Added · DrawViewDimension \| Dimension001: Deleted · DrawViewDimension \| Diameter 16.000: 2 parameters \| Callout: Ø16.000 H7 (+0.018/0) Ⓔ → Ø16.000 F7 (+0.034/+0.016) Ⓔ \| Fit: H7 → F7 \| ToleranceStackup: 8 parameters \| AdjustedMax: 0.0363213 → 0.0523213 \| AdjustedMin: 0.00467873 → 0.0206787 \| Nominal: 0.0205 → 0.0365 \| RSSMax: 0.0310475 → 0.0470475
V9	Release V2: the same part number, the next revision B	MB3 > Release, 'Release'	differs	releases [('BUSH-100', 'A', 'Released'), ('BUSH-100', 'B', 'Released')]
V10	Releases: rev A marked obsolete	ribbon 'PLM › Release > Releases', row A, 'Mark obsolete', Yes	same	releases [('BUSH-100', 'A', 'Obsolete'), ('BUSH-100', 'B', 'Released')]
V11	Publish the release package of rev B	ribbon 'PMI › Exchange > Publish Release Package', release 'BUSH-100 rev B (Released)', folder typed, MB2 = OK	differs	9 files (analysis/ToleranceStackup.csv, analysis/ToleranceStackup.txt, analysis/mass_properties.csv, drawings/Page.pdf, model/BUSH-100_B.FCStd, model/BUSH-100_B.step, pmi/checks.txt, pmi/inspection_plan.csv, pmi/pmi.json); STEP schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF with PMI: schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF; datums A, B (2 datum systems); sizes: 2 diameter, 1 thickness; locations: 1; with ± tolerances: 3; fits: F7, k6; geometric tolerances: 1 coaxiality, 1 perpendicularity; standard ISO GPS (ISO 8015); checksums verified OK. NX: File > Export > Publish Technical Data Package
V12	Publish rev A again (now obsolete), after the change	ribbon 'PMI › Exchange > Publish Release Package', release 'BUSH-100 rev A (Obsolete)', folder typed, MB2 = OK	differs	9 files (analysis/ToleranceStackup.csv, analysis/ToleranceStackup.txt, analysis/mass_properties.csv, drawings/Page.pdf, model/BUSH-100_A.FCStd, model/BUSH-100_A.step, pmi/checks.txt, pmi/inspection_plan.csv, pmi/pmi.json); STEP schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF with PMI: schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF; datums A, B (2 datum systems); sizes: 2 diameter, 1 thickness; locations: 1; with ± tolerances: 3; fits: H7, k6; geometric tolerances: 1 coaxiality, 1 perpendicularity; standard ISO GPS (ISO 8015); checksums verified OK. NX: File > Export > Publish Technical Data Package
V13	Each package documents its own revision: the inspection plans of A and B	the two packages' pmi/inspection_plan.csv	same	rev A bore 16.0 to 16.018; rev B 16.016 to 16.034; rev A, published again after the change, still documents H7: a package is made from what was released, not from the working copy

In the book (NX)

In FreeCAD NX-Style

Result

Notes

The guide bush of tutorial T, saved in a project folder; Versions and history

the Versions and history tab of the navigators

same

Strata’s panel among the navigators (Teamcenter’s place in NX); the ribbon button shows or hides it

Turn on version control for the project folder

'Turn on version control', folder and name, 'Turn on'

same

project V_project: every save is now recorded

Create Version V1

ribbon 'PLM › Versions > Create Version', name and description, 'Create version'

same

versions ['V1']

Release V1 as part number BUSH-100: revision A

the version’s MB3 menu > Release; part number typed; 'Release'

differs

releases [('BUSH-100', 'A', 'Released')]; the menu item’s action is called (the replay does not open the context menu)

Publish the release package of rev A

ribbon 'PMI › Exchange > Publish Release Package', release 'BUSH-100 rev A (Released)', folder typed, MB2 = OK

differs

9 files (analysis/ToleranceStackup.csv, analysis/ToleranceStackup.txt, analysis/mass_properties.csv, drawings/Page.pdf, model/BUSH-100_A.FCStd, model/BUSH-100_A.step, pmi/checks.txt, pmi/inspection_plan.csv, pmi/pmi.json); STEP schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF with PMI: schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF; datums A, B (2 datum systems); sizes: 2 diameter, 1 thickness; locations: 1; with ± tolerances: 3; fits: H7, k6; geometric tolerances: 1 coaxiality, 1 perpendicularity; standard ISO GPS (ISO 8015); checksums verified OK. NX: File > Export > Publish Technical Data Package

ECO-001: the bore Ø16 H7 becomes F7 (the shaft runs warmer); save

the PMI’s Fit property; Ctrl+S

differs

Ø16.000 F7 (+0.034/+0.016) Ⓔ; the fit’s stack-up follows: clearance 0.022 to 0.051; the drawing’s inherited bore dimension follows too (['⌀%.3w F7 Ⓔ'], one, where it was); the save is recorded in the history

Create Version V2

ribbon 'PLM › Versions > Create Version'

same

versions ['V2', 'V1']

Compare V1 with V2

ribbon 'PLM › Versions > Compare', From V1, To V2

same

Release V2: the same part number, the next revision B

MB3 > Release, 'Release'

differs

releases [('BUSH-100', 'A', 'Released'), ('BUSH-100', 'B', 'Released')]

V10

Releases: rev A marked obsolete

ribbon 'PLM › Release > Releases', row A, 'Mark obsolete', Yes

same

releases [('BUSH-100', 'A', 'Obsolete'), ('BUSH-100', 'B', 'Released')]

V11

Publish the release package of rev B

ribbon 'PMI › Exchange > Publish Release Package', release 'BUSH-100 rev B (Released)', folder typed, MB2 = OK

differs

9 files (analysis/ToleranceStackup.csv, analysis/ToleranceStackup.txt, analysis/mass_properties.csv, drawings/Page.pdf, model/BUSH-100_B.FCStd, model/BUSH-100_B.step, pmi/checks.txt, pmi/inspection_plan.csv, pmi/pmi.json); STEP schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF with PMI: schema AP242_MANAGED_MODEL_BASED_3D_ENGINEERING_MIM_LF; datums A, B (2 datum systems); sizes: 2 diameter, 1 thickness; locations: 1; with ± tolerances: 3; fits: F7, k6; geometric tolerances: 1 coaxiality, 1 perpendicularity; standard ISO GPS (ISO 8015); checksums verified OK. NX: File > Export > Publish Technical Data Package

V12

Publish rev A again (now obsolete), after the change

ribbon 'PMI › Exchange > Publish Release Package', release 'BUSH-100 rev A (Obsolete)', folder typed, MB2 = OK

differs

V13

Each package documents its own revision: the inspection plans of A and B

the two packages' pmi/inspection_plan.csv

same

rev A bore 16.0 to 16.018; rev B 16.016 to 16.034; rev A, published again after the change, still documents H7: a package is made from what was released, not from the working copy

Result	Means
same	The book’s NX steps work as written.
differs	It works, but the FreeCAD way is different; the notes say how.
limit	The book’s way fails in FreeCAD itself; a workaround follows in the next steps.
missing	FreeCAD has no such function; a stand-in follows.
skipped	Not replayed; the notes give the reason.
FAILED	Did not work.

Result

Means

same

The book’s NX steps work as written.

differs

It works, but the FreeCAD way is different; the notes say how.

limit

The book’s way fails in FreeCAD itself; a workaround follows in the next steps.

missing

FreeCAD has no such function; a stand-in follows.

skipped

Not replayed; the notes give the reason.

FAILED

Did not work.

What differs from NX

Teamcenter’s role is played by Strata: versions are Git commits in a hidden .strata folder, releases are tags.
Releasing is the version’s context-menu command; the replay calls it directly instead of opening the menu.
NX’s Publish Technical Data Package makes 3D PDF or JT; NX-Style’s release package is a folder and a zip with a checksummed manifest.