COE2010 Razorleaf Setting Up Catalogs in ENOVIA SmarTeam


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Managing CATIA Catalogs in ENOVIA SmarTeam requires some specific configurations and there are defined methodologies for working with standard part data. View this presentation to learn the basics of setting up CATIA Catalogs in ENOVIA SmarTeam.

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  • How to Configure Standard Components Shared Directory for Multi-CAD All standard libraries should be saved on the specific shared directory for each CAD. For example: <shared_directory>CATIA Catalog <shared_directory>Solid Edge Standard Components <shared_directory>SolidWorks Toolbox The location of the shared directory is defined in the System Configuration Editor in the key Directory_Structure.SHARED_DIR. Standard Library Management When working only with files without SmarTeam, it is hard to search for designs that have been used previously, or to have a general picture of which Standard Components are being used. There are two types of Standard Components: Company Standard Designs, defined by an designer and then promoted for standard usage. They are usually managed by the designers involved. Standard (purchase) Parts, such as nuts and bolts, are managed by a librarian and provided to all designers. The librarian provides and manages the geometry for these Standard Components.
  • Librarian - Responsible for managing the standard library area in the network to provide designers with access to the approved standard libraries. Librarian SmarTeam Design Express contains: A group named Librarian A user named Librarian, who is a member of this group A menu profile named Design Create, release and delete all Standard Components (documents) Modify Standard Components Manage shared directories for Standard Libraries. Librarian Operations It is the Librarian's responsibility to provide valid and unique numbering. The Standard Part number defined by the Librarian must be stored in the «nomenclature» field of CATIA (by default). In this field, you can also define the related supplier. The Standard Part number defined by the Librarian must be stored in the Item Number field in the SmarTeam profile card. Standard Components Methodology The librarian defines Standard Components and puts them in a shared directory in order to enable all designers to view and access the parts (but not modify them). This directory should be protected by operating system permissions so that the designers cannot delete them. Only a Librarian user will have full permission to this directory.
  • Why not used shared folders: The subsequent gridded query, column sorting, and 3D Viewer greatly eclipse the Catalog Browsers capabilities as well as performance via a database query. This also allows a standard approach to all catalogs in a MuliCAD environment from thew standpoint of the user as well as the Librarian who manages the catalogs.
  • Your Starting Point Open the R19 documentation Select Methodology Guides Select SmarTeam Design Express for Multi-CAD Methodology Guide
  • Setup Document parameters and configure SmarTeam as illustrated
  • Create a folder at the root of an available drive. For this example, I am using E:SmCatalog Setup Catalog parameters as illustrated below. Note that you may use any specific location that is convenient to bulk load from for the “Resolved Family Components” folder.
  • Since the catalog is going into SmarTeam in a future step, just save it in a convenient spot
  • From the SmarTeam menu, we now Bulk Load these parts into the system. Note that they will be saved as Standard parts due to the settings in Step 01 and 02
  • Different Opinions at this stage: The Project can be left blank; no need to organize by a specific project. Or a Project can be defined Company Standards Standard Bolt Choose Save. Note that the class should be defaulted to Standard per our prior settings.
  • Status: CATParts are saved into SmarTeam but not checked in Catalog is neither
  • Open the catalog, we now do a SmarTeam > Save with focus on the Catalog itself. In the example below I link it to the Company Standards project and specific folder as a Librarian may do to hierarchically organize the catalogs. This is purely optional as queries will be used for daily catalog access.
  • To verify the operations, choose Smarteam > Show Profile Card to display the catalog record. Right-click in the browser windows and choose Tree Properties and set as illustrated. The profile card should now look similar to the following. Note that the system has created the single generic part in the Part class and it is linked to it’s associated design table in the Document class.
  • In this example we utilize the power of queries to locate categories of the catalog and then select Smarteam> Assembly Management> Insert Component We can then dbl-click the appropriate sub-catalog from the queries. The appropriate component can be dbl-clicked and added to the assembly or multiple components can be selected and OK can be used to add it to the assembly. This same method of catalog access can also be utilized for component replacement by using SmarTeam> Assembly Management> Replace Component
  • This process is identical to Inserting a Standard Part from Catalog except that the user performs a search in the Standard class in SmarTeam.
  • COE2010 Razorleaf Setting Up Catalogs in ENOVIA SmarTeam

    1. 1. Setting Up Catalogs in ENOVIA SmarTeam Brian Olsen - Razorleaf
    2. 2. Objectives of the Session <ul><li>Cover the basics on CATIA Catalogs and SmarTeam </li></ul><ul><li>The role of the Librarian </li></ul><ul><li>Outline the basic pre-setup </li></ul><ul><li>Create a catalog of parts </li></ul><ul><li>Save the CATIA Catalog and Parts into SmarTeam </li></ul><ul><li>Use the a standard part in a CATIA Assembly </li></ul>
    3. 3. CATIA Catalogs & Standard Parts <ul><li>Highly reusable and organized 3D parts </li></ul><ul><li>Standard components typically have no revisions </li></ul><ul><li>Standard components should be in a Released state </li></ul><ul><li>Standard components cannot be modified by designers </li></ul><ul><li>The Standard class is permission-controlled </li></ul><ul><li>Note : Standard assemblies should contain only Standard assemblies and parts. </li></ul>
    4. 4. The Role of the Librarian <ul><li>The Librarian is user who creates/updates the libraries </li></ul><ul><ul><li>Catalogs </li></ul></ul><ul><ul><li>Standard Parts </li></ul></ul><ul><li>The Librarian: </li></ul><ul><ul><li>Provides valid and unique numbering for the parts </li></ul></ul><ul><ul><li>Bulk loads the Standard Parts into SmarTeam </li></ul></ul><ul><ul><li>Releases all standard library components </li></ul></ul><ul><ul><li>Modifies and appends the Catalogs </li></ul></ul><ul><ul><li>Manage shared directories for Standard Libraries </li></ul></ul>
    5. 5. What is the “Desired” End Result? <ul><li>The use of “Standardized Data” in CATIA V5 controlled by SmarTeam </li></ul><ul><li>To accomplish this: </li></ul><ul><ul><li>Identify and select the Standard components </li></ul></ul><ul><ul><li>Build them in CATIA V5 </li></ul></ul><ul><ul><li>Enter them into a Catalog </li></ul></ul><ul><ul><li>Save the Standard Parts and Catalogs in SmarTeam </li></ul></ul><ul><ul><li>Use the Standard Parts in CATIA Assemblies </li></ul></ul>
    6. 6. What SmarTeam Resources are Available? Also refer to the CATIA V5 help files for general Catalog operations
    7. 7. Open the CATIA Chapter <ul><li>Administrator Setup </li></ul><ul><li>Librarian Operations </li></ul>
    8. 8. Administrator Options (step 1) <ul><li>Define OS Environment variables for bulk loading operation for “The Librarian” who will manage the catalogs </li></ul><ul><li>CATIA_TEAM_PDM_FORCED_CLASS_NAMES_BULK_LOADING = 1 </li></ul>
    9. 9. Administrator Options (step 2) <ul><li>Change the SmarTeam System Configuration Editor (SCE) Settings </li></ul><ul><li>Search SCE for Bulk_Loading </li></ul>
    10. 10. Edit Bulk_Loading Values <ul><li>Bulk_Loading_CATPart=&quot;Standard&quot; </li></ul><ul><li>Bulk_Loading_CATProduct=&quot;Standard&quot; </li></ul>
    11. 11. Catia Setup – General/Documents
    12. 12. Set Default Location for Resolved Parts <ul><li>Resolving a Catalog creates CATPart files </li></ul><ul><ul><li>They need a location before loading into SmarTeam </li></ul></ul>
    13. 13. Create and Populate a Catalog (Step 1) <ul><li>Create Standard Part.CATPart </li></ul><ul><li>Create a Design Table </li></ul><ul><ul><li>Linked to Bolt Design Table.xls </li></ul></ul>
    14. 14. Create and Populate a Catalog (Step 2) <ul><li>Close the CATPart </li></ul><ul><li>Start a New Catalog </li></ul><ul><li>Select Add a Part Family </li></ul><ul><li>Select the CATPart </li></ul><ul><li>Select OK </li></ul>
    15. 15. Create and Populate a Catalog (Step 3) <ul><li>Save the Catalog </li></ul><ul><li>Close and Test the Catalog </li></ul>Note that the PartNumber column must exist in the Design Table
    16. 16. Resolve the Catalog Part Family <ul><li>Open the Catalog file </li></ul><ul><li>Activate the Standard Part (double click) </li></ul><ul><li>Right click on the standard bolt </li></ul><ul><li>Select Resolve </li></ul><ul><li>Check C:SmCatalogs for the results </li></ul>
    17. 17. Bulkload the Resolved Bolts into SmarTeam <ul><li>Connect to SmarTeam </li></ul><ul><li>From the SmarTeam pull down </li></ul><ul><ul><li>Select Batch Mode Save (value needs to be checked) </li></ul></ul><ul><ul><li>Select Bulk Loading </li></ul></ul><ul><li>Browse to C:SmCatalogs </li></ul><ul><li>Select all the CATParts </li></ul><ul><li>Select Open </li></ul>
    18. 18. Project Manager
    19. 19. Result of Bulk Loading (CATIA)
    20. 20. Result of Bulk Loading (SmarTeam)
    21. 21. Save the Catalog into SmarTeam
    22. 22. View the Contextual Links for the Catalog
    23. 23. Release the Catalog into SmarTeam <ul><li>Select the SmarTeam menu </li></ul><ul><li>Select Lifecycle </li></ul><ul><li>Select Release </li></ul><ul><li>Select OK </li></ul>
    24. 24. Instance a Bolt into an Assembly <ul><li>Create a New Assembly </li></ul><ul><li>Select Insert Component – Two Methods </li></ul><ul><ul><li>Select from Standard Part Query (SmarTeam) </li></ul></ul><ul><ul><li>Select from a Catalog (CATIA) </li></ul></ul>
    25. 25. Inserting a Standard Part from a Query <ul><li>Select the Product </li></ul><ul><li>Select the Insert Part or Product Icon </li></ul><ul><li>Query for the Standard Part or use a saved query </li></ul><ul><li>Select from the query result like a normal Insert </li></ul>
    26. 26. Inserting a Standard Part from Catalog <ul><li>Within the context of an Assembly (Product), select the Catalog icon </li></ul><ul><li>Select the “Browse Another Catalog” icon </li></ul><ul><li>Search for a Catalog </li></ul>
    27. 27. Catalog Selection <ul><li>Double click on the Part Family name to see the contents </li></ul><ul><li>Select the correct bolt from the upper or lower screen </li></ul><ul><li>Advantage: design table information available </li></ul>
    28. 28. Final Product <ul><li>A released, life cycled controlled bolt, instanced into the assembly, ready for constraints to be applied </li></ul>
    29. 29. <ul><li>Brian Olsen </li></ul><ul><ul><ul><li> </li></ul></ul></ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul><ul><ul><ul><li>@Razorleaf </li></ul></ul></ul><ul><ul><ul><li>330.676.0022 x7140 </li></ul></ul></ul>