ILC EDMS Power User Training

Europe/Zurich
DESY

DESY

Lars Hagge (Deutsches Elektronen-Synchrotron (DESY))
Description
ILC EDMS is the central collaboration, documentation and configuration management platform for engineering design activities of the ILC. Power Users are expert EDMS users who provide coaching and user support at their home institutes and in their regions, and they are liaison persons with the central ILC EDMS support.

The one-week training course will teach the necessary skills and background information for becoming an ILC EDMS Power User.

Please visit the workshop homepage for further information. For registration and inquiries, send e-mail to ilc-edms-support@desy.de.
    • 09:00 09:30
      Welcome
    • 09:30 10:00
      An Introduction to ILC EDMS

      Find answers to the questions “What is ILC EDMS?” and “What are the objectives and benefits of using an EDMS?”, and get an overview of the core functionality

    • 10:00 11:00
      Document Management I

      Login to EDMS for the first time, and get to know the different ways of finding and retrieving documents: Searching, navigation, classification, team folders, bookmarks and saved searches

    • 11:00 11:30
      Coffee Break 30m
    • 11:30 13:00
      Document Management II

      Examine the different types of items and relations that are supported by an EDMS, e.g. documents, parts, packages (baselines), references, dependencies and system breakdown structures

    • 13:00 14:00
      Lunch 1h
    • 14:00 15:00
      Break for PETRA III Topping-Out Ceremony 1h

      The topping-out ceremony of DESY's new experimental hall for PETRA III is scheduled at this time. We are planning a short interrupt of the workshop to give all of us the possibility to attend the ceremony.

    • 15:00 15:30
      ILC EDMS on Your Laptop

      Prepare your laptop according to the prerequisites for using ILC EDMS and its helper applications

    • 15:30 16:00
      Coffee Break 30m
    • 16:00 17:30
      Document Management III

      Practice uploading, relating and classifying documents and go through the basics of version control by checking items out and in

    • 09:00 10:30
      Lifecycles I

      Learn the basics about workflows (so-called lifecycles) and item states, and use the self-release, review and approve lifecycles for reviewing and releasing documents. Learn how to add reviewer comments to documents with Acrobat Professional

    • 10:30 11:00
      Organizing Project Documentation I

      Hear about general considerations and good practices for organizing a document repository.

    • 11:00 11:30
      Coffee Break 30m
    • 11:30 13:00
      Training Project I

      A hands-on training session: Get a handful of legacy documents and organize them into a repository.

    • 13:00 14:00
      Lunch 1h
    • 14:00 15:30
      Representing System Components with 3D CAD: An Introduction

      Learn the essential concepts of 3D CAD modeling and how they are linked to EDMS: Understand parts, assemblies and the bill of materials, and get a brief demonstration of the 3D CAD system “I-deas” and its EDMS interface “Teambrowser”

    • 15:30 16:00
      Coffee Break 30m
    • 16:00 17:30
      Exploring 3D CAD Models

      Learn how to explore 3D CAD models by using the EDMS. Create snapshots and presentation graphics, and include animated 3D CAD models in your slides.

    • 09:00 11:00
      Lifecycles II

      Learn to use lifecycles on depending documents, on baselines and on CAD parts and drawings, and publish items for direct web access

    • 11:00 11:30
      Coffee Break 30m
    • 11:30 13:00
      Web-Publishing with EDMSdirect

      Build a web page for a working group which links to EDMS documents and packages of documents, and which contains a (restricted) EDMS search

    • 13:00 14:00
      Lunch 1h
    • 14:00 15:30
      Working as an EDMS Supporter

      Practice working as an ILC EDMS supporter: Enjoy and try to solve some selected requests which reached the EDMS hotline

    • 15:30 16:00
      Coffee Break 30m
    • 16:00 17:30
      System Adminstration Basics

      Get an introduction to the ILC EDMS access control mechanisms. Learn how to create user accounts and how to apply access control.

    • 09:00 11:00
      Change Management I

      Understand the essentials of change management and its implementation in ILC EDMS. Create, review and approve engineering change requests, issue change orders, and revise items under change control

    • 11:00 11:30
      Coffee Break 30m
    • 11:30 13:00
      Building Project Documentation II

      Learn about good practices for organizing engineering documentation, in particular the co-existence of CAD data and further project documentation, such as e.g. specifications, contracts and of course meeting minutes.

    • 13:00 14:00
      Lunch 1h
    • 14:00 15:30
      Training Project II

      Another hans-on training session for managing engineering data: Migrate one of the existing ILC wiki web sites to ILC EDMS.

    • 15:30 16:00
      Coffee Break 30m
    • 16:00 17:30
      Training Project II (cont'd)

      Another hans-on training session for managing engineering data: Migrate one of the existing ILC wiki web sites to ILC EDMS.

    • 09:00 11:00
      Change Management II

      Practice change management on a collection of related and depending items.

    • 11:00 11:30
      Coffee Break 30m
    • 11:30 13:00
      Training Project II (cont'd)

      Another hans-on training session for managing engineering data: Migrate one of the existing ILC wiki web sites to ILC EDMS.

    • 13:00 14:00
      Lunch 1h
    • 14:00 15:30
      Wrap-Up