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Partfolio Solution | Software Assisted Kitting | Overview
Examples | Additional Information


The Partfolio® Solution

The Partfolio® kitting system provides a unique advantage over single bins handled individually. The Partfolio® joins 50 bins together into one unit. All bins travel as one unit. Parts inside are protected and cannot be accidentally spilled or mixed up during transport. Crucial, and sometimes very expensive, components cannot be separated or accidentally lost. Software to take advantage of the unique advantages of the Partfolio® system therefore makes economic sense.

Software Assisted Kitting

Even without software to control this operation, our customers have realized many benefits from use of the Partfolio® system (see comments). However, the primary benefit of Software Assisted Kitting would be to expedite and control the kitting operation itself, a function which we found to be more complex than is immediately obvious.

To illustrate further potential benefits of this software, consider the following hypothetical situation: suppose there are already 100 pre-kitted Partfolios on site, each of which contains the components for one unique board. Now, a customer submits the specs for a new board, which he needs yesterday. Your engineers work overtime, and come up with a list of components and the assembly instructions to build the boards.

Now you inquire of your computer: Is there a board already pre-kitted that differs in only a few components from the new one? If the answer is yes, you can impress your client (and probably secure the order) by producing a promise to deliver more quickly than your competition, and by producing the kitting instructions for your assembly floor almost immediately.

Another example: a new and superior component is offered on the market, and you need to know which boards would benefit from a substitution. Your Global Kitting computer software tells you this quickly and effectively. If you had to research this scenario manually, it would take many person hours, and may not even be worth the effort. With the software you can provide an enhanced product in very little time at minimal cost and effort.

Since kitting involves planning and time, the full benefits of this effort cannot be realized when open bins storing individual components are located all over the place. It follows that the potential of this combination, Partfolio® plus Global Kitting software, is enormous. The benefits are greater than the sum of the parts. You get increased productivity, easier, faster and more accurate handling and control of revisions, and better inventory control almost for free. Below is a brief overview of software requirements followed by a demo. Please note: following the demo with its written instruction is considerably more difficult than following the kitting and final assembly instructions on the computer screen will be!

A Brief Overview

InputAssembly Instructions (provided by design engineer)
Company Data BaseIn order to complete the assembly instructions the engineer needs access to a company database which tells him/her part number, a cross reference to short code, part dimensions, and quantity in stock.
Output from Software Bin numbers and bin sizes assigned to parts list
Kitting instructions
Assembly instructions with bin numbers added
Re-sequencing options
Substitution and Revision Assembly/Kitting instructions
In order to complete the assembly instructions the engineer needs access to a company database which tells him/her part number, a cross reference to short code, part dimensions, and quantity in stock.

Examples

To illustrate the following examples, we chose to identify the components by their short code rather than using the complete part number. In the real world, short codes can only be used when a cross reference to the actual part also exists (usually in the company data base). Also, we have not attempted to produce a real board. Part ID codes we used are only to show the features of the software in combination with the Partfoliotm kit.

Our demo uses the following abbreviations:



IC
RS
CA
HW
DI
Integrated circuit
Resistor
Capacitor
Hardware
Diode
DR
OR
B
TR
R
Drawing
Orientation
Circuit Board
Transistor
Revision Number


These letter codes are followed by serial numbers, eg IC1, IC2 and so on to further differentiate the parts.

To identify board locations we have used letters for vertical position on the board, and number for positions which are horizontal e.g. E-9 is five positions down and nine to the right, like rows and columns on a spreadsheet.

Our sample board is called B17 It can be assembled in its entirety at one workstation. Click on each SCREEN link to view an actual screen.

SCREEN 1
Shows the assembly instructions as they have been entered manually into the computer. It is, of course, quite feasible to obtain these instruction from a software interface. Since no kit has been put together yet for this board assembly, the entries in the column labeled 'Bin Number' are still blank.

SCREEN 2
Is the same as SCREEN1 as it appears on the computer screen after manual entry. Please note, the whole board can be assembled in 13 steps but the part numbers for three steps are not yet assigned. The SCREEN is marked 'incomplete' because of this.

SCREEN 3
Is a Parts List produced by the computer automatically. The engineer now tries the Model 2R Partfolio for his kit. The program immediately accesses the Company Parts master file to determine how many of each part will fit into how many segments of each tray, or 'bins'. The program determines that component C19 is too large to fit into any bin of the Model 2R, and asks the Engineer to select the larger 4R

SCREEN 4
Now appears with the Model 4R selected, and the sequence repeats. The parts show uplisted on the SCREEN in alphabetical order, not step sequence, and the quantities are summarized. Part RS 12 is cheap and small, and an uncounted handful are allocated to one bin. Part CA124 needs three adjacent bins allocated to it. It is long and thin. These three bins can hold up to 25 pieces of Part CA124. Part IC19 requires four adjacent bins. This part is rather bulky and one four bin segment can only hold five pieces of Part IC19. The asterisks which have appeared indicate that this part limits the total number of boards (5) which can be assembled with the current kit set up.

SCREEN 5
Shows graphically how the software has allocated the bins to the parts. You can see that this allocation is quite wasteful. Four bins have been skipped in order to preserve the step sequence and at the same time access the bins in sequence.

SCREEN 6
Shows the compression option.

SCREEN 7
Shows what happens when the bottleneck part of IC19 is allocated to three four-adjacent-bin segments, or 12 bins. This allocation of 12 bins increases the kit capacity for Part IC19 to 15 from only 5.

SCREEN 8
Shows that we are not out of the woods yet. The limiting factor showing up with the annotation of **** is now Part x---------x. With the present Partfolio setup shown in SCREEN 8, 7 boards can be assembled, up from the previous 5.

SCREEN 9
Part x--------x is allocated to 2 bins instead of ------1 and the bottleneck is eliminated.

SCREEN 10
Appears next and shows that 12 boards can now be assembled, and the limiting factor is now part DI7.

SCREEN 11
The Engineer enters a bin reallocation of 3 bins to part DI7

SCREEN 12
Now automatically appears, shows the kit now can hold 36 DI7 parts, and calculates 15 boards can be made with the current setup, and that RS203 is now the limiting factor. The Engineer now asks for the Kitting Instructions, using the compression option. The program returns

SCREEN 13
The Kitting Instructions are on the left, and the graphic presentation of the Partfolio trays on the right shows where to place the dividers in each tray of the kit.

When the kitting process is complete, the person responsible signs and dates the document. The Partfolio (P6 in this case) is labeled with the board ID (in this case, B17)

It probably will not make sense in the real world to produce kitting instructions at this point before all components are specified. The production of kitting instructions here, after step 12 in the demo, is intended to show that the software is flexible, and does not require that a rigidly prescribed sequence of steps must be followed.

However, assuming that kitting instructions have been produced and parts have been placed in the specified bins, any change later that requires removing parts from bins already kitted is not permitted on subsequent screens 15 and 16.

A more formal procedure requiring contol of revision numbers will be discussed later.

SCREEN 14
This screen is used to describe the assembly sequence. You can use it to renumber the step. (Details to follow)

SCREEN 15
Now update the assembly instructions. Enter the part number used in Step 10 Add a step 4a after setp 4. It appears at the bottom after step 13, but will be put in sequence later. Delete step 11.

SCREEN 16
Add part number D17 to step 12 and delete step 13

SCREEN 17
We now call up the parts list again. The word 'incomplete' disappears. Part CA36 and TR7 limit the number of boards to 10

SCREEN 18
Change the number of bins as indicated

SCREEN 19
This shows that 14 boards can now be kitteed.

SCREEN 20
We are now ready to update and finalize the kitting instructions. There are still 19 bins unassigned. This screen can also be used for future updates, but these should be controlled through the use of the revision numbers.

SCREEN 21
This screen shows the completed assembly instructions with assigned bin numbers. If the assembler uses a computer screen rather than printed instruction, the multiple entries like for IC19, can be eliminated. The software shows only bin 2-1 and automatically switches to 4-1 when 2-1 is empty.

Four (4) B17 boards have been built when a new problem needs to be addressed A rush order for a new board, B25 has been received and the corresponding Assembly Instruction have been entered into the computer. Time is of the essence. This very good customer needs these boards yesterday.

We ask the software to search our database and output the names of those boards with the most components in common with B25.

All of this takes much longer to explain and demonstrate using paper SCREENs than it will take once the Global Kitting Parts Control software is up and running on the Engineer's work station, and he/she can use this software by accessing it through a CRT by clicking a mouse fot the sequential steps. The Engineer will, of course, continue the process until the optimum number of boards can be assembled. The whole operation, from start to finish, should not take more than a few minutes.

This represents an enormous saving in time, increased accuracy, better and error free production control, reduction in assembly errors, and, ultimately, increased customer satisfaction.

Additional Information

The following is included as a clarification for those unfamiliar with kitting systems, and was recommended for inclusion by the web designer as it helped to further her understanding.

The Partfolio is a device intended for use by companies who assemble circuit boards manually. In order to use this device effectively, they have to do a few things, as follows:

First, somebody, or a company computer program, has to determine what components go into a given circuit board, and where on the board these components are located. See the form called Screen 1 (Assembly Instructions) for an example of this. Screen 1 is the input to our software.

Second, the kitting engineer, or someone at his level, has to decide the best configuration of these components within the kit (in this case, the Partfolio), so that the components can be placed optimally into the various bins in the Partfolio, in order to both maximize the number of boards which can be kitted into the Partfolio, and optimize the ease of assembly for the assembler. One bin is the section between two divider slots on a Partfolio tray. This tends to be a burdensome, time consuming, and error prone operation. It is for this step two that we are attempting to design software. Following the directions from the software, demonstrated in Screens 2 thru 19, the required components are actually retrieved and placed into the Partfolio bins according to the Kittinng Instructions Please see Screen # 13 and Screen #20 for .samples of what the program produces.

Third, and finally, the program produces Screen #21 (final Assembly Instructions in the DEMO, including the bin-tray assienments for the various components), the filled kit (Partfolio) is released to the assembler on the floor, with these assembly instructions available at his/her workstation. The assembler follows these instructions, each mouse click removing the specified part from storage inventory as the board is assembled, and placing it into finished goods inventory.

We were a little surprised to learn how complex and burdensome step two described above really is. The reasons for this are that the components vary a great deal in size - sometimes a long part will need more than one bin, or overall dimensions determine that a specific maximum number of components can be stored in a given segment of nnn bins (requiring several sequences of nnn bins to be used to maximize the total number of boards which can be kitted), or that, for example, the tray size of the smaller Partfolio is too small, and building this board using the small Partfolio is not feasible at all.

On top of all this, the component i.d.'s themselves are long and complex, and the engineer/board designer has to assign 'short codes' once he has determined the actual components he needs to minimize error in actual assembly. Why should the customer go to all this 'pre-kitting' trouble? If he does not, the decision making process for assembling the ordered circuit boards is shifted to the assembly worker, who is often measured by quantity and speed of output, instead of accuracy and who takes parts as needed from open bins all over the assembly floor. The scenario goes something like this: Assembler Joe shouts across the floor to assembler Mary, "Hey, have you got any of x------------x? I need some and my bin is empty". Or Joe has to get his parts from Inventory Storage. These situations often result in errors of assembly (requiring rework), lost components (some of which are very expensive, indeed), lost time on the part of the employee, ineffiicient use of floor space, loose inventory control, unhappy customers, and a more expensive finished product, which adversely affects the bottom line of the board assembly company or contractor.

If, on the other hand, Assembler Joe had a pre-kitted Partfolio delivered to him, with the kitting instructions to make x boards at his work station, all parts needed, and only those parts needed, would be available to him, his productivity would increase, assembly errors would decrease, costs would be lower, he could become more efficient, and the remaining parts in the kit would be returned to storage to await the next order for that specific board (or re-kitted for one like it). However, all these desirable things happen only when step two above is perfected. Thus the software.

The software to be designed is for a multi-user computer environment (many engineer/designers at once, and then many assemblers to indicate that the boards have been assembled, even though only one workstation at a time will be involved, as the kitted Partfolio is relieved of its corresponding parts during board assembly. Access to the company data base which holds all the components is also needed at both ends.

Conventions used are as follows: when text is in CURSIVE or Italic, the text has been input by the operator (engineer, designer, assembler etc., i.e., a person) When the text is not italic or cursive, it has been computer produced Grey Shaded cells means the data shaded can be changed by the operator Black shaded cells indicate specified deletions of assembly steps Scrolled rows are replaced as the DEMO progresses on the computer.



Partfolio Solution | Software Assisted Kitting | Overview
Examples | Additional Information


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Global Kitting Systems

10518 Hufford Ranch Road, Whitmore, CA 96096
Phone: (530) 472-3697
Fax: (530) 364-9111
E-Mail: ufw@globalkitting.com