PPAPD/ Reuse Library: Adding and Managing Libraries Within Records

Reuse Library records are utilized to store frequently re-used information from PFD/PFMEA/CP (also known as reference deliverables).  Part-specific deliverables (such as those found in Net-Inspect's PPAP Deliverables [PPAPD] module) will frequently contain these library records to save time and effort when meeting customer requirements.  Typically, libraries contain process "segments" or combinations of segments (ie. other libraries) which can be used to generate "commodity templates".  Other terms and uses are possible as well. 

This article covers how to add, find, and manage libraries used within other records.  For more information on acknowledging library changes, please read this article.

Libraries function just like PPAPD records in that they contain all three deliverables linked by their shared columns to automate updates across deliverables and ensure consistency.  Below is a brief overview comparing PPAPD and Reuse Library:

	PPAPD	Reuse Library
Uses a part number for identification	X
Uses a name for identification		X
Contains PFD, PFMEA, and CP	X	X
Updates across deliverables based on shared column input	X	X
Linkage columns to turn processes on or off other deliverables	X	X
Can contain Reuse Library records	X	X
Will receive updates from library records at publish	X	X
Contains grid data validation at publish	X
Can be marked as a child of another record		X

Because Reuse Library is built off the backbone of PPAPD, learning one tool leads to rapid adoption of the other.  This article describes how to use libraries within other records (PPAPD or Library) and unless otherwise indicated, the instructions will be the same for both types of records.

Adding Libraries to Records

Libraries can be added to other records when all three deliverables are published.  This is due to the intrinsic linkage found between all three forms and ensures all changes have been accounted for.  This action is initially performed on one deliverable but all three deliverable's data is propagated across the record. Note, a library can added to a record multiple times but each addition is a distinct entry and managed individually.

A library can be added to an In-Work deliverable (PFD, PFMEA, or CP) in three ways.  Each action opens the Add Reuse Library modal:

1. Actions dropdown button
   • The grid does not need to be in edit mode to perform this action
2. Library Panel "Add Library" button
   • The grid does not need to be in edit mode to perform this action
3. Right-click context menu within an editable grid

Actions Dropdown Button

Library Panel "Add Library" button

First open the library panel on the right side of the grid.  The button within the library panel may be at the top (if no other libraries are currently within the record) or at the bottom.

Right-click context menu within an editable grid

When editing a grid, right click on the row right above where you want to insert your library (this number can be easily changed if you click the on the wrong row).

Add Reuse Library Modal

Select Reuse Library to Add

Here you can search for a Reuse Library record to copy by either entering the library name or by searching for a record ID.  For example, typing "#1010" will find the Reuse Library record #1010 but typing "Linkage Test" will find any record which contains that information (if there are multiple).  If you chose the wrong record, click the "x" within the dropdown to clear the selection or click a new entry.

The drop down displays the following information:

Library Name (#XXXX) | [Divisions] | [Manufacturing Location]

Note: a library can only be added to records that you are authorized to edit. The libraries added to a record have no influence on users' ability to access that record. A library cannot be added to itself.

Once a record is selected, the modal will load the library's information including hyperlinks to the info tab (found under "Library") or the version being pulled in (links for each deliverable).  Note, at this time the system will automatically select the latest version for each deliverable.  If one or more deliverable's latest versions are not published, a warning will display next to each applicable deliverable.  If a specific user must publish these versions, please refer to that library's info tab and look for the users assigned to the deliverable.  Otherwise, once they are published either click the "x" in the dropdown to clear and reselect the library or close and reopen the modal.

Currently, there are no restrictions regarding source or destination record release stage matching so please review this with care.

Selection Location to Place Library

When adding a library, the default location is "End of Grid" unless the modal was opened by right clicking on the editable cells.  In that case, the Row # option will be automatically selected and pre-populated with the row # to which the library will be placed within the current deliverable.

For any option, the system will determine the appropriate place to propagate the other two deliverable's data.

When you are ready, click "Confirm" to add the library to the record.

Finding and Managing Libraries in Records

Once libraries are added to a record, they are tracked to their original library to receive updates but are customizable to match the needs of the current record.  

All added libraries can be found in the "Library" panel in order of addition to the record (not in order of appearance in the grid).

Clicking the library name will open its contents and highlight the relevant rows in blue (which may or may not be sequential).  When in edit mode, the highlighted rows are selected in the grid.  The hyperlink shown in the panel will open the library in a new browser tab.

The "Remove Library Link" button will remove any reference to the original library from the rows contained in the record.  The library will be removed from the panel but the rows will remain.

Libraries can also be identified by the number in the "Library" column.  This is found with the linkage indicator columns under the right carrot icon in the header.

Clicking the number in the "Library" column will highlight the relevant rows in blue (which may or may not be sequential) and open the entry in the "Library" panel.  When in edit mode, the highlighted rows are selected in the grid.  

Deleting Libraries from Records

Libraries are automatically removed from records only when every library row is deleted. 

To delete a library from a record:

1. Navigate to the record's PFD tab as this is most likely to contain all library rows
2. Click "Edit" button (if the PFD is not In-Work, transition to a new version or stage)
3. Open the library using one of the steps described above to easily select all library rows
4. Within the grid, right click on one of the selected library rows then click "Delete Selected Rows"
5. Click "Save" button - the library should disappear from the "Library" panel
   • If it does not, check for the same library entry in other deliverables and repeat the above steps until the entry is deleted