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Manual

Manual

3.1.6.1.  Search and Part Selection at a glance

Concerning part search different questions matter:

Do you want the results encompass a wide range of adequate parts or special ones?

Do you want to search a certain catalog or directory?

Are concrete parameters like diameter or length for example already determining or do you only want to search adequate part families in a first step?

Do you want to substitute a certain part?

Is a reference part available?

Do you know the exact designation?

The search options take account of the various requirements:

PARTdataManager with tabbed page "Part selection"

PARTdataManager with tabbed page "Part selection"

In the following you can find explanations on the single setting options or functions. Each point contains links to detailed information:

  • Search in: Where?

    Search in...: In the opened list field you can find different options. At some options a specific directory is displayed in brackets. This is according to the one selected in the directory tree.

    Search in...: In the opened list field you can find different options. At some options a specific directory is displayed in brackets. This is according to the one selected in the directory tree.

    Define the area to be searched in the list field under Search in....

    Using the option "Search in all catalogs & classifications" you won't leave any possible hit, however will have less overview.

    Using the option "Search in Current selection the desired hits do not have to be filtered later.

    • In all catalogs & classifications

      [Tip] Tip

      Via Manufacturer filter you can filter the Search result subsequently.

    • In all native catalogs

    • In Current selection

      Current selection is useful, if only a certain directory or catalog shall be searched.

      • Current directory (<Name of selected directory>)

      • Current catalog (<Catalog name of selected directory>)

        In this exemplary figure the catalog displayed under "Search in" would not be changed when changing from DIN to ISO in the index tree.

        In this exemplary figure the catalog displayed under "Search in" would not be changed when changing from DIN to ISO in the index tree.

      The value under Search in is changing analogously to selected directory/catalog in index tree. As long as searching within a directory or catalog, there is no change under Search in. That means, searching always concerns the directory/catalog selected in the index tree. Only if changing the directory or catalog, the new selection is set under Search in.

      You may also select a number of directories or catalogs. Multiple selection with Ctrl key.

    • Fixed selection:

      • Fix directory (<Name of selected directory>)

      • Fix catalog (<Catalog name of selected directory>)

      Fixed selection is useful for example, if the search part is in another catalog than the parts to be searched or if it's clear that this directory or catalog will be used next times.

      The fixation concerns the selected directory or catalog when setting the list field option.

      The display under Search in remains unchanged, when changing selection in index tree. Only when changing the selection in the list field, the fixation is changed or overwritten.

    • In Custom selection...

      You can create your own templates, so that these are immediately available again at a later time. For example, you can create a template where only certain preferred catalogs will be searched.

      In addition you can specify a Default selection, which is automatically displayed in the list field under Search in when starting PARTdataManager.

      See Section 3.1.6.2, “ Custom selection... ”.

    Detailed information is found under ???.

  • Search for: Part families or single parts?

    • Search for parts

      Searching for single parts only makes sense, if the expected result does not have too many rows. This is either because it has only a small number of rows or the search process is already filtering rows. Automatically this is the case when using Geometric search (3D) or Topology search with specification of size for example or Full-text search with additional specification of variable values.

      Example for Full-text search:

      hexagon bolt 10 50

      The mode "Search for parts" is especially important when searching own part catalogs, because often heterogeneous parts with quite different look are collected in a classification project.

    • Search for parts and part families

      In this mode you can both access part families and characteristics within these. At first the result list is displayed compressed only with part families. However, when clicking on the button at a result part, below all found characteristics are displayed.

      [Tip] Tip

      Once you opened a part, you can filter in the column header.

      For more details please see Section 3.1.6.7.1.1, “"Details" display mode ”.

    Detailed information on this can be found under Section 3.1.6.3, “ Search for Parts | Part families and Parts ”.

  • Which search method(s) shall be used?

    Basically there are two options: A manual search of the directory structures or the use of automated search methods.

    • Manual search of the directory structures:

      For example, select the subitem Catalogs or Classifications and search the respective directory structure for the desired part.

      "Catalogs" selection

      "Catalogs" selection

      "Classifications" selection

      "Classifications" selection

      At the project icons (e.g. (part) or (assembly)[32] , you can recognize the project level.

      As soon as you have selected a part with a project icon (e.g. (part) or (assembly) via double-click, the user interface switches to the Part view. You can find detailed information on the Part view under Section 3.1.7, “ Part view ”.

      You can find detailed information on the single tabbed pages under Section 3.1.6.4.12, “ Part selection via index tree ”.

    • Automated search of the directory structures:

      The Full-text search is opened and activated at program start by default (checkbox).

      The other search methods are hidden (default). You can open or hide the area of the enhanced search methods by clicking on the arrow icon .

      Even in hidden state you can use the enhanced search methods. Simply click on the green Plus button and select a search method from the list.

      -> The respective dialog with the respective setting options opens.

      Used methods are shown with checkbox and icon. See following figure.

      Topology search used and "Enhanced search methods" area hidden

      Topology search used and "Enhanced search methods" area hidden

      If the area of enhanced search methods is open then you can see the respective setting parameters in addition.

      Topology search used and "Enhanced search methods" area opened

      Topology search used and "Enhanced search methods" area opened

      With click on methods can be removed from the list.

      Via checkbox methods can be activated or deactivated for a certain run.

      • Full-text search

      • Variables search

      • Geometric search (3D)

      • Sketch search (2D)

      • Color search

      • Search for unmachined parts

      • Partial search

      • Classification 2.0 search

      • Topology search

      You can find detailed information on the single search methods and additional options under Section 3.1.6.4, “ Search methods ”.

    • Synonym search:

      When the Search for synonym is activated before the actual search, the synonym database is queried using the entered keyword and then the search is performed with all found terms. A tooltip appears with the substituted synonyms (search terms).

      You can find more information on this under Section 3.1.6.4.2.5, “ Full-text search supplemented with synonyms ”.

    • Search settings: save/load template

      Especially with complex settings you can save time, when using Search templates:

      On this see Section 3.1.6.5, “ Search templates: Save / load ”.

  • Start Standard search or Cloud Navigator or Cloud Map?

    "Start search" or "Start Cloud Navigator" or "Cloud Map"

    "Start search" or "Start Cloud Navigator" or "Cloud Map"

    The quality of search results is identic independent of the chosen mode.

    • When you click on Start search, the search results are listed below on the Search results tabbed page.

      Search results in "Symbols" mode

      Search results in "Symbols" mode

      You can find detailed information on this under Section 3.1.6.7, “ Search results ”.

    • When you click on Start Cloud Navigator, the search results are listed below on the Cloud Navigator tabbed page.

      You can find detailed information on this under Section 3.1.6.11, “ Cloud Navigator ”.

      The Cloud Navigator search is an alternative mode.

      The determination of the search method, the search result output and the subsequent determination of another search method takes place within a graphic depiction (the cloud).

    • When clicking on Cloud Map the search results are displayed below on the tabbed page Search results with mode Cloud Map .

      Mode "Cloud Map"

      Mode "Cloud Map"

  • Search results tabbed page

    The search results are displayed below on the Search results tabbed page in different modes:

    • Details

      The Details mode shows the Table variables. Namely not only for common variables but basically which may lead to large tables (depending on search settings).

      Above each column you can find an input field for filtering. Even if not all hits are displayed on the search results tabbed page the filter affects all hits anyhow and adjusts the display of the table variables dynamically. You can filter some variables one after another, already set values will remain.

      Mode "Details"

      Mode "Details"

    • Symbols

      The Symbols mode shows large preview images and the most important information such as standard number and name.

      Mode "Symbols"

      Mode "Symbols"

    • Table

      The Table mode shows the Table variables as well and widely corresponds to the Details mode. However, smaller preview images are displayed here and the column Summary is omitted so that you can see more columns at a glance.

      Mode "Table"

      Mode "Table"

    • Cloud Map

      See Fig. „Mode "Cloud Map"“.

    • Partition Map

      Mode "Partition Map"

      Mode "Partition Map"

    Dependent on the setting parts or parts and part families .(compare above) the access on single parts is different. Whether the superordinate project (part or assembly) or a concrete characteristic is displayed you can recognize at the respective icon:

    • | Part or assembly

    • Concrete characteristic

    In the context menu of a part family or a single part you can find various commands. In the Details mode buttons are displayed in addition.

    Via Open for example you can switch to the Part view. You can find detailed information on the part view under Section 3.1.7, “ Part view ”.

    Via for example you can open the Part comparison or load a part into the part comparison. You can find detailed information on Part comparison under Section 3.1.6.10, “ Part comparison ”.

  • Part comparison

    Parts can directly be transferred from the search results into the part comparison

    Parts can directly be transferred from the search results into the part comparison

    The most important features:

    • You can add parts directly from the search results to the part comparison. (Via Drag & Drop, buttons or context menu command)

    • There are several ways to open the Part comparison window/docking:

      • Open part comparison in "Symbol" view via context menu

        Open part comparison in "Symbol" view via context menu

      • Open part comparison in "Details" view via context menu

        Open part comparison in "Details" view via context menu

        When you move the mouse over a line some icons appear. Via , , you can open the part comparison as well.

        Start part comparison in "Details" view via button

        Start part comparison in "Details" view via button

    • The part comparison can be used as docking or single window. In order to move the window click on the title bar with pressed mouse button.

    • The compare can be performed on a textual base with various parameters (table variables, classification attributes, topological data from geometry).

    • Two parts a time can be loaded into the 2D/3D comparison. Coloring in the sectional view marks the differences, measuring grids can be displayed and show the dimensioning, and much more.

    You can find detailed information on this under Section 3.1.6.10, “ Part comparison ”.



[32] These are the most common icons. All other you can find under Section 3.1.19, “Legend: Used icons on catalog, directory, project level and part view ”.

[33] If you want to change the presettings, then please click on the "Search settings" button and select the "General" tabbed page.