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Manual

Manual

3.1.4.  Article Meta Search - Automated assignment by standard information such as Standard number, dimension, material, etc.

Article Meta Search

Article Meta Search

[Note] Note

Precondition for the use of the template Article Meta Search is that those variables which are needed to identify the concrete characteristic of a part are contained in a column which contains the NENN.

At projects of a PARTsolutions catalog the NENN contains exactly those variables which are needed for a clear identification of a characteristic (line). For a bolt these are diameter and length for example, which reflects in the line description (M20x30).

The example in hand uses 19 characteristics from DIN 912 to DIN 915 (see adjoining CSV file) and shows the complete standard procedure on the base of the template Article Meta Search.[a]

The crucial parameters are found in the columns Norm (Standard), Abmessung (dimension) and Material.

Standard number and dimension (NENN) as identification parameters

Standard number and dimension (NENN) as identification parameters

[a] The used sample file article_meta_search.csv can be found under "$CADENAS/training/partdatacenter/article_number_assignment".

  1. The above sample catalog is used (compare Section 3.1.2, “Create catalog from CSV file”).

    So that we will start with a neutral, clear state possibly made assignments are removed under Products via context menu command Remove category from catalog.

  2. Add new process:

    For the automatic assignment a process has to be created.

    In the context menu of Workspace -> Processes -> Article Assignment, click on the command Add new process.

    [Note] Note

    You can create any number of processes, name them differently and so call and use them anytime.

    So you don't have to override any settings!

    If you want to remove a process use the context menu command Remove Process. The action is only removed when closing the application. Before that you can use the command Undo Remove if you did it by mistake.

  3. Select a new process.

    -> On the right side the respective dialog is displayed.

  4. Click on the button Open a default template and then on the command Article Meta Search.

    -> The dialog box Number search options opens.

  5. Determine source and target catalog by clicking on the search button ... and confirm with OK.

    -> In the dialog area Process the Pipeline is displayed.

    -> On the left side under Processes -> Article Assignment and on the right side on the top, the process name is displayed.

    One by one click on nodes and edges. Thereby the adequate dialogs are displayed below. The respective selection is marked in yellow.

  6. Select Product Source. The source catalog (created from the CSV file) is already displayed.

  7. Select data.

    The setting options for Standard number, Description (optionally) and Type (optionally) are displayed.

    In the example in hand select the option Field containing the standard number and determine the field by using the search button ...

    -> The dialog box Field selection opens. In the example in hand select Norm (Standard) and confirm with OK.

    -> The selected field is displayed in the Process dialog area now.

  8. Select the node Class finder. The target catalog Norm (Standard) is already displayed.

  9. Select the edge classified ... and determine the fields containing the specific values for the characteristic and the material. Here in the example in hand these are the CSV fields Abmessung (dimension) and Material.

  10. Select the node Line finder: Leave the presetting Analyze NENN (default).

  11. For the other nodes and edges no settings are performed (in the example in hand).

    Click on Run to start the process.

    -> Have a look on the dialog box Progress. Once the process of reading the CSV file is finished 100% is displayed.

    Close the dialog box.

  12. Optionally, save the process. In this way you can call it anytime and use it again (possibly modified).

    Click on the "Save" icon .

  13. Result:

    Open the product links (Workspace -> Catalogs -> <Name of CSV catalog> -> Products.

    Example: Line 6 could be assigned uniquely be the automated process (quality = 100%). Line 7 is a variant. The "quality" is shown with 50%, because a product is uniquely specified by two parameters in the NENN (D and L) and only one of them (D) can be assigned uniquely.

    Example: Line 6 could be assigned uniquely be the automated process (quality = 100%). Line 7 is a variant. The "quality" is shown with 50%, because a product is uniquely specified by two parameters in the NENN (D and L) and only one of them (D) can be assigned uniquely.

    [Note] Note

    Click on the button Refresh in order to ensure that the current result is displayed.

    • Product from CSV catalog and PARTsolutions catalog in comparison

      Click on Open All in order to see the values of the CSV file in comparison to the values of the PARTsolutions characteristic attribute table.

      • The main entry shows the values of the CSV catalog.

      • The secondary entry shows the values of the PARTsolutions catalog.

      The comparison of both entries shows whether an assignment is correct or not.

    • Total number of displayed products

      Top right the total number of products is displayed (here 20).

    • Detailed information to analyze the uniqueness of links

      Quality (colored percent value), Type, Affinity, Status, Catalog, Product and table values show specific information on the type of link. See Section 3.1.8, “Article assignment - Products - Column definitions”.

    • Filter products

      Using filters can split the result list to process individual parts.

      At how many products an unique assignment (quality = 100%) was possible?

      Click on the button Filter .

      Detailed information on this can be found under Section 3.1.9, “Article assignment - Filtering products”.

  14. Finally you can export the correct links into the link database or first into a CSV file and later into the LinkDB from there. Compare Section 3.1.10, “LinkDB export (Directly or via CSV file)”.