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Manual

Manual

3.1.1.6.4.9.  Part selection via index tree

Manual search of index trees:

For example, on the tabbed page Part selection, select the subitem Catalogs or Classifications and search the index tree for the desired part.

Starting interface of PARTdataManager is always Part selection. All windows are arranged as "Dockings", so that you can switch between all tabbed pages anytime.

On the starting interface of PARTdataManager you can see all installed catalogs.[42]

Search and Part Selection

Search and Part Selection

[Note] Note

Many catalogs contain quality seals.

Bitmap

Meaning

Catalog Quality Seal Gold
Catalog Quality Seal Silver

More information about quality seals can be found under Section 3.1.1.12.1.1, “Catalog Quality Seal ”.

Beside the search method selection section the user interface is subdivided into 3 main sections.

Tree structure - The tabbed page Part selection with subitems Catalogs, Classifications, Favorites, History and Document scan:

Choose any subitem and browse the tree structure.

In the tree structure you always keep in view on which level you are.

When you single-click on a directory then on the right side, you can see the respective subdirectories (or at the deepest level, the projects) either in the Symbols or in the Details mode.

Furthermore you can specify by directory selection for which catalog or directory level a search shall be performed.

Flat structure with preview images or details - Symbols or Details mode:

Here the subdirectories (or projects) according to the selection in the tree are displayed.

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Breadcrumbs (navigation path)

The navigation path shows the path of the current selection.

You can jump directly into a level by clicking on the directory symbol.

You can find more information under Section 3.1.1.6.4.9.7, “ Navigation via navigation path (breadcrumbs) ”.

Example: In the figure on the left side, the item "Catalogs" is selected and in the tree a certain directory. On the right side the respective subdirectories of the selected directory are displayed.

Example: In the figure on the left side, the item "Catalogs" is selected and in the tree a certain directory. On the right side the respective subdirectories of the selected directory are displayed.

On the last level of a directory branch a project icon (e.g. part or assembly) appears.[43]

Via double-click on a project the user interface changes to the Part view. Detailed information concerning Part view is found under Section 3.1.1.7, “ Part view ”.

3.1.1.6.4.9.1.  Symbols mode

The Symbols mode represents the index tree selection with preview images. At the deepest level the projects are displayed.

Select the desired directory by double-clicking on the preview image.

Results after double-clicking:

3.1.1.6.4.9.2.  Details mode

In the Details mode you receive more information such as Name, Description, Version, Unit, End date, etc. in a table view.

To navigate in the depths, double-click on a row.

Results after double-clicking:

Call up 3D Tooltip

Especially when Preview und Company logo are set on "small" it is helpful to move the mouse over the preview images in order to display the 3D Tooltip.

Enhanced preview image

Enhanced preview image

The 3D Tooltip is scalable and animated. In the down right corner you can find a drag point to draw up the size. The extensions of X, Y and Z axis are automatically displayed.

Whether the 3D Tooltip (size small, medium, large) or a Preview image shall be used, you can set in the Extras menu under Preferences... -> Part selection -> 3D Tooltip:

Under PARTdataManager -> Extras menu -> Preferences... -> Part selection -> Show tooltip with previews you can switch on and off the Preview image.

Order and visibility of columns

You can set the order and visibility of columns.

Right-click on a column head.

In the dialog box that shows up, you can activate/deactivate and move the desired columns.

Set order and visibility of columns

Set order and visibility of columns

Sorting

Via clicking on a column header, you can sort the rows depending on the values of the desired column.

If you use ERP integration, then you can sort via the red-green folder characteristic in addition.

[Note] Note

The date format of Windows is used. You can define the format in the "Region and Language" dialog.

The date format is automatically adapted to the set $CADENAS_LANGUAGE. Using English for example "2011/05/02" is displayed.

3.1.1.6.4.9.3. Item Catalogs

On the Catalogs tabbed page you can find the desired part via the catalog index with its subdirectories down to the project file.[44] [45]Successively open subdirectories. The branching symbol in the directory tree identifies those folders which contain other folders or projects.

To the right, on the Symbols or Details page, the next deeper level of subdirectories according to the selection on the left is displayed.

Catalogs

Catalogs

Use the Catalog filter, when many catalogs are installed.

Catalog filter

Catalog filter

Advantage: Overview and quick finding

You can also insert several suppliers comma separated.

ahp,afag,fibro

During typing under Filter the catalog view is already changed on the fly.

Delete entries via x.

3.1.1.6.4.9.4. Item Classifications

When selecting Classifications you can find the parts classified according to different classifications:

  • By alphabet

    1. Click on By alphabet.

    2. Click on the initial letter of your choice.

      --> Now those catalogs are displayed whose name begins with the selected initial letter.

    3. Now select the desired catalog.

    Classification: By Alphabet

    Classification: By Alphabet

  • By Categories

    1. Click on By Categories.

    2. Select a category.

      --> Only those catalogs are shown which contain parts in the selected category.

    3. Now select the desired catalog.

    Classification: By Categories

    Classification: By Categories

  • By Countries

    1. Click on By Countries.

    2. Click on the country of your choice.

      --> Only catalogs are shown which deliver parts for the country you selected.

    3. Select the desired catalog.

    Classification: By Countries

    Classification: By Countries

  • By Functionality

    1. Click on By Functionality.

    2. Click on any function of your choice.

      --> Supplier encompassing, all parts according to the chosen functionality are displayed.

    3. Select the desired part.

    Classification: By Functionality

    Classification: By Functionality

  • More Classifications:

    • Daimler Chrysler classification

    • eClass 4.1

    • eClass 5.0 (SP1), 5.1, 6.0, 6.1, 6.2, 7.0

    • FDS

    • ICS

    • PCON: Connection classification

    • Standards

    • Standards BN - Bossard

    • Standards GN - Ganter

    • Standards Wuerth

    • UNSPSC

    Classifications at a glance

    Classifications at a glance

As soon as you have clicked on a certain class in the index tree, the subclasses of the next lower level will be shown to the right under Symbols or Details.

3.1.1.6.4.9.5.  Item Favorites

On the Favorites tabbed page you can remember often used directories or projects via the Add to favorites context menu command.

You can find the Add to favorites context menu command on the Catalogs, Symbols, Details, Classifications, History, Analyses tabbed pages and in the search results.

"Add to favorites" exemplified under "Catalogs" or "Symbols"

"Add to favorites" exemplified under "Catalogs" or "Symbols"

Proceed as follows:

  1. Select the project or directory to remember under the "Favorites" tabbed page.

  2. Click on the Add to favorites context menu command.

  3. -> The Add to favorites dialog box opens.

    In the dialog box the already existing directory structure is displayed.

    Now you have the following options:

    • Select the desired directory in the index tree or at first create other directories via the Create directory command.

    • Select the desired storage path under History.

      At each saving the history of the target directories is also saved.

  4. Finally confirm with OK.

    -> Now your selection is available on the Favorites tabbed page.

Export favorites / Import favorites

On the Favorites tabbed page on directory level you can find the Export favorites / Import favorites commands.

This will help you easily transfer your personal favorites onto another computer.

Tips:

  • For favorites, which have been saved on the tabbed page Search results with the method Save search results in favorites , you have the same column information available here again. Also see Section 3.1.1.6.7.5, “ Save search results: in favorites / in file”.

    Topology search with "Size" and "Boreholes"

    Topology search with "Size" and "Boreholes"

    The same information when opening in Favorites

    The same information when opening in Favorites

  • On the tabbed page Favorites you can perform any further searches based on the results.

    Example: Topology search with "Largest dimension" <=10

    Example: Topology search with "Largest dimension" <=10

3.1.1.6.4.9.6. Item History

On the History [46] tabbed page, all parts and/or assemblies that have already been opened are listed in calendaric order.

3.1.1.6.4.9.6.1. "Installed catalogs" rubric

Furthermore on the History tabbed page there is a rubric Installed catalogs.[47] Here you can see which catalogs have been added when and which files have been changed compared against the earlier version.

The following icons signalize the respective directory or project status:

Changes / New files in the directory

On directory level: All projects unchanged

Project level: No changes, identic project

The file has changed / Changes in the project

The file is new / New project
Project deleted

The following figure shows an example.

Open modification history via mouseover.Via configuration file the display of the history can be set on and off. See under Änderungshistorie von Installationsverlauf an-/ausschalten.

Open modification history via mouseover.[48]

As soon as you move the mouse over an icon, a tooltip with the history of changes is shown.

3.1.1.6.4.9.7.  Navigation via navigation path (breadcrumbs)

[Note] Note

For orientation and navigation purposes the navigation path ("Breadcrumbs") is displayed.

As you go deeper into the directory structure, the selected directory is added to the breadcrumbs row (navigation path), so that you can see the current selection anytime.

Breadcrumbs

Breadcrumbs

You can jump directly into a level by clicking on the directory symbol.



[42] In April 2015 about 600 supplier catalogs are available.

[43] These are the most common icons. All other you can find under Section 3.1.1.12, “Legend: Used icons on catalog, directory, project level and part view ”.

[44] Changeable on single click. See Section 3.3.3, “ "Part selection" tabbed page ”)

[45] Beside alphabetical sorting of directories individual sorting is also possible.

You can find detailed information under Section 4.7.2.1.11, “ Sort directory ” in eCATALOGsolutions Manual.

[46] The history can be deleted optionally. On this please see under Section 1.1.3.4.4.3, “ Cleanup versions ” in PARTsolutions / PARTcommunity4Enterprise - Administration Manual.

[47] as of v9.02

[48] Via configuration file the display of the history can be set on and off. See under Section 1.1.6.6.6.1.8, “ Key "ShowInstallHistory" - Show/hide Installation history ” in PARTsolutions / PARTcommunity4Enterprise - Administration Manual.