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Manual

Manual

3.1.4.  From part selection to export with the help of two little examples

These examples give an overview on all important steps.

Detailed information on the individual steps can be found when following the links.

Example 1

This example shows how to find a part via Full-text search, afterwards how to specify via Part view and finally how to export into the CAD system.

Call PARTdataManager from the PARTsolutions menu of your CAD system with the command Insert 3D or for 2D CAD systems with Insert 2D.

More information about the CAD interfaces can be found under Chapter 2, Open PARTsolutions from CAD systems.

  1. The following image shows the user interface when PARTdataManager is started.[24]

    PARTdataManager with tabbed page "Part selection"

    PARTdataManager with tabbed page "Part selection"

    Basically you can search for the desired part via index trees (e.g. Catalogs or Classes) whereon we do not focus in this example.

    Selection "Catalogs"

    Selection "Catalogs"

    Selection "Classifications"

    Selection "Classifications"

    In the example in hand we will perform a Full-text search. This is opened and activated at program start by default.

    Detailed information on all search methods is found under Section 3.1.6.4, “ Search methods ”.

  2. Leave the presettingsSearch in "all catalogs & classifications" for "parts and part families".

    You can find detailed information on this under ??? and Section 3.1.6.3, “ Search for Parts | Part families and Parts ”.

  3. Enter the following in the input field:

    Cardan joint

    You can find detailed information on this under Section 3.1.6.4.2, “ Full-text search ” or directly in the user interface with click on Documentation. .

  4. Click on Start search.

    -> The search results are listed on an own tabbed page. The label shows the search parameters.

    You can realize that you already reached the project level (deepest level of the index tree structure) at the respective icons (e.g. (part) or (assembly)[25].

  5. Perform a double-click on the desired part.

    The Part view opens.

    Part view

    Part view

    [Note] Note

    Via tabs you can switch between Part selection, Part view or Search results (label showing last search) anytime.

    On the tabbed page Part view now determine the characteristic of the part.

    [Note] Note

    With existing ERP integration you have the choice between "green" and "red" characteristics (with or without ERP number).

    The following figure shows the setting options of the Part view:

    • Tabbed page Table

      Part view with mode "Table"

      Part view with mode "Table"

    • Tabbed page Vertical

      Part view with mode "Vertical"

      Part view with mode "Vertical"

    When opening the window Part view, default values are according to a middle table row (with existing ERP integration a row with ERP number is loaded).[26]

    In the following the mode Vertical is used to specify values.

  6. All variables are listed one below the other.

    In the example in hand D2 is set to the value 50.

    D2 is specified via list field selection.

    D2 is specified via list field selection.

    The symbol is automatically changed from There are some values possible at the moment. to Filtered. Filtered variables restrict other selections. .

    List view

    List view

    -> Thus the value is filtered (pinned).

    -> At depending rows "Selection done. There is only one value left to choose." is displayed. In this example this is the case.

    Detailed explanations on the symbols can be found under Section 3.1.7.2, “Determine characteristic in "Vertical" view ”.

  7. 3D view

    In the 3D view you can view and test the part three dimensionally.

    For this you have many additional functions.[27] [28]

    Often the Magnifying glass is helpful, if details shall be checked.

    3D view with Magnifying glass

    3D view with Magnifying glass

  8. The docking window Technical details shows Dimensioning views.(e.g. Front view, Side view) and Display mode.

    If there are selection options select the desired one in the list field.

    Dimensioning view "Front view"

    Dimensioning view "Front view"

    At Assemblies, yon can see the bill of material under docking window Assembly -> tabbed page Bill of material. The number of single parts is shown under Amount.

    In the docking window Links, parts similar in construction are shown.

    Links (here with selection "Directory")

    Links (here with selection "Directory")

    When double-clicking on a part, it is directly loaded.

  9. Export

    If you are happy with your selection you can export the part or assembly to your CAD system.

    Click on the icon Transfer to CAD .[29]

    [Note] Note

    The button remains active regardless of whether you keep opening from the PARTsolutions menu or whether you switch directly to the PARTdataManager.[a]

    [a] If a "valid" model is opened in the CAD system, the button is automatically active in the PARTdataManager.

    Via Export in file you can also export the part onto your hard drive in various formats.[30]

    Export

    Export

  10. 2D derivation (optional)

    Should you want to export the part to a 2D CAD system, you must first create a 2D derivation.

    Click on the 2D view button.

    -> The 2D view window shows up.

    2D view

    2D view

    Select a view. Here in the example Frame DIN (BOM) is chosen.[31]

    Now export the part as described in the last point.

    [Note] Note

    When using a 2D CAD and clicking on the button Transfer to CAD, without having created a 2D derivation, a default derivation is transferred to the CAD system.

    Information on setting options is found under Section 3.3.12, “"Export to CAD" tabbed page ”.

Example 2

In the following it shall be explained how a search can directly deliver the desired characteristics, how these can be checked textually (table variables, topological and class attributes) and geometrically in the 3D view in the docking window Part comparison and how the desired part can be directly exported into the CAD system.

  1. We will perform a Full-text search with the following settings:

    • Current selection (ISO) [select -> "Industrial Standards" -> "ISO" at the Catalogs tabbed page]

    • Search for parts

    • Full-text search with the following term:

      hexagon bolt D>=10 D<=16 L=50

      You can find detailed information on syntax under Section 3.1.6.4.2, “ Full-text search ” or inside the application with click on .

    In the input field for the full-text search also complex expressions can be used.

    In the input field for the full-text search also complex expressions can be used.

  2. Click on Start search.

    -> The view changes to the Search results tabbed page. In the result list you can find concrete single parts, which meet the condition. The respective icon signalizes that single parts are displayed .

    Due to the variable specification in the search results list only correct characteristics are displayed.

    Due to the variable specification in the search results list only correct characteristics are displayed.

    In the Summary column the variables are displayed. You see, that only characteristics are displayed, which meet the condition in the full-text search input field.

    Also see Section 3.1.6.7, “ Search results ”.

  3. Two hits shall be loaded into the Part comparison now:

    For the first hit to be loaded click on the icon Load as first part and for the second one click on the icon Load as second part .

    -> The docking window Part comparison is opened. The number of opened parts is shown on the tab.

    You can transfer parts directly from the search results list into the part comparison.

    You can transfer parts directly from the search results list into the part comparison.

    Here you can check the loaded parts in many respects. Detailed information on this can be found under Section 3.1.6.10, “ Part comparison ”.

  4. At the desired part, click on the icon Export to CAD .

    -> The desired part is transferred into the CAD system via interface.

    Detailed information on this is found under Section 2.6.1, “ Insert 3D from the Standard and supplier parts library ”.



[24] Should PARTdataManager be opened with the Assistant window, there, click on "Search and Part Selection"; and if you activate "Save selection", the assistant window will not be opened when starting the application, however, can be called via in the toolbar anytime.

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

[26] If the search has been performed with the Single parts option, the values are according to the opened characteristic.

[27] More detailed information concerning the 3D preview can be found under Section 3.1.7.6, “ Docking window "3D view" ”.

[28] More information about the 3D context menu can be found under Section 3.1.20.6.2.2, “Context menu commands in docking window "3D view"”.

[29] Information about all CAD integrations can be found under Chapter 2, Open PARTsolutions from CAD systems.

[30] Detailed information about export formats can be found under Section 3.1.9, “ Export into different file formats (without PARTsolutions interface) ”.

[31] You can find detailed information on this under Section 3.1.10, “ Create 2D derivation ”.