Data Loading

The legacy system data loads that should be budgeted for when estimating the cost of a PLM or ECM implementation include:

• Drawings and engineering bills of material
• Policy and procedure documents, quality manual
• Work instructions
• Work authorizations
• Design basis documents/databases
• Contracts
• Proposals
• Laboratory test results
• Certification packages
• Software
• Plant maintenance

Data Loading Issues:

A few of the challenges associated with a data load from a legacy system include:

Create names for objects:

• Name and revision must be unique.
• Names must have a useful structure.
• Names must address both parts lists and drawings.
• Names for files must include page numbers.

Generate load files for objects:

• Revisions must be sorted so they can be loaded in order.
• Security codes must be included so appropriate policies can be loaded for objects.
• Objects must be loaded in the appropriate state.

Validate the results:

• Some documents and pages may not load.
• Check such issues as key existence, key uniqueness, coverage of the input source file by the resulting load files, and so on.