Chapter 1.  PARTdataManager

Table of Contents

1.1. Functional range
1.2. From part selection to export with the help of two little examples
1.3. Search and Part Selection
1.3.1. Search and parts selection at a glance
1.3.1.1. Search in...: Where?
1.3.1.2. Search for: Part families or single parts?
1.3.1.3. Which search method(s) shall be used?
1.3.1.4. Start standard search or Cloud Navigator or Cloud Map?
1.3.1.5. Register page search results
1.3.1.6. Part comparison
1.3.2. Custom selection...
1.3.3. Search for Parts | Part families and Parts
1.3.4. Search methods
1.3.4.1. When to take which search method?
1.3.4.1.1. Advantages and disadvantages / limitations of single methods
1.3.4.1.2. Search methods in combination
1.3.4.1.3. Search methods in combination: Example
1.3.4.2. Filter (Faceted search)
1.3.4.2.1. Example
1.3.4.3. Full-text search
1.3.4.3.1. Full text search example
1.3.4.3.2. Full text search: Detailed search options
1.3.4.3.2.1. Search with one single term
1.3.4.3.2.2. Singular - Plural
1.3.4.3.2.3. Multiple terms
1.3.4.3.2.4. Search with combination of terms and variable values
1.3.4.3.2.5. Search only with variable values
1.3.4.3.2.6. Exact search {}
1.3.4.3.2.7. Strict search!
1.3.4.3.2.8. Phrase search "" (specific order of terms)
1.3.4.3.2.9. Wildcard search *
1.3.4.3.2.10. Leading zeros in part numbers
1.3.4.3.2.11. Search for negative values
1.3.4.3.2.12. Number search for a range
1.3.4.3.2.13. Number search with units (explicitly and implicitly)
1.3.4.3.2.14. Logical operators
1.3.4.3.2.15. Mixture of AND and OR - Parentheses
1.3.4.3.2.16. Topological measures of length
1.3.4.3.2.17. Search options with ERP integration
1.3.4.3.2.18. Wildcard query for a whole directory
1.3.4.3.2.19. Background information
1.3.4.3.2.19.1. Automatic splitting of search terms
1.3.4.3.2.19.2. Toleration of wrong divisions in strings
1.3.4.3.2.19.3. Ranking
1.3.4.3.2.19.4. Find order numbers with empty spaces and special characters
1.3.4.3.2.19.5. Extraction of zeros from search terms
1.3.4.3.2.19.6. Search for values of value range fields
1.3.4.3.3. What is searched?
1.3.4.3.4. Automatic phrase completions
1.3.4.3.5. Full-text search in link database using ERP integration
1.3.4.4. Search by order number or type designation
1.3.4.5. Variables search
1.3.4.5.1. Variable search: The most important things at a glance
1.3.4.5.2. Variable search: Call from " Suggestions " dialog area
1.3.4.5.3. Variable search: Call directly from variable value of a search result
1.3.4.6. Geometric search (3D)
1.3.4.6.1. PARTdataManager: Actions in the search result list
1.3.4.6.2. PARTdataManager: Further actions in the " Geometric search (3D) " dialog box
1.3.4.6.3. Geometric search (3D): The most important things at a glance
1.3.4.6.4. Projects tab page
1.3.4.6.5. 3D files tab page
1.3.4.6.6. Settings
1.3.4.6.7. Search results
1.3.4.6.7.1. Percent degree of similarity
1.3.4.6.7.2. Mirrored parts
1.3.4.6.7.3. Quick compare
1.3.4.6.7.4. Sorting results
1.3.4.6.7.5. Minimum similarity
1.3.4.6.7.6. Part comparison
1.3.4.6.8. Perform a geometric search directly in CAD
1.3.4.6.9. Quality of topology information/features
1.3.4.7. Sketch search (2D)
1.3.4.7.1. Sketch search (2D): The most important things at a glance
1.3.4.7.2. Example "Drawing a hand wheel"
1.3.4.7.3. More examples
1.3.4.7.4. Different operation methods of sketch search
1.3.4.7.4.1. Create sketch from picture
1.3.4.7.4.1.1. Default
1.3.4.7.4.1.2. Segmentation
1.3.4.7.4.1.3. Cut
1.3.4.7.4.2. Automatically create and modify sketches from 3D
1.3.4.7.4.3. Create sketches manually
1.3.4.7.5. Settings / Actions
1.3.4.7.6. Drawing Tools
1.3.4.8. Color Search
1.3.4.8.1. Color search: The most important things at a glance
1.3.4.8.2. Color search: Details
1.3.4.8.3. Color search: Examples
1.3.4.9. Search for unmachined parts
1.3.4.9.1. Unmachined part search: The most important information at a glance
1.3.4.10. Partial search
1.3.4.10.1. Partial search: The most important information at a glance
1.3.4.10.2. Projects " tab page
1.3.4.10.3. 3D files " tab page
1.3.4.10.4. Partial search in CAD
1.3.4.10.5. Partial search: Examples of use cases
1.3.4.10.5.1. Partial search: Search for a combination of planar surfaces and their relationship
1.3.4.10.5.2. Partial search: Search for a surface including inner contour with a complex shape
1.3.4.10.5.3. Partial search: Search for a hole pattern by selecting an area
1.3.4.10.5.4. Partial search: Search for negative parts
1.3.4.10.5.5. Search for raised characters (pattern recognition)
1.3.4.10.5.6. Partial search: Search for a 3D text
1.3.4.10.5.7. Partial search: Ignore cylinder lengths
1.3.4.10.5.8. Partial search: Different result similarities with and without consideration of the geometric arrangement
1.3.4.11. Classification 2.0 search
1.3.4.12. Topology search
1.3.4.12.1. Topology search: The most important things at a glance
1.3.4.12.2. Topology search: Search results
1.3.4.12.3. Topology search - Settings in detail
1.3.4.12.3.1. Size
1.3.4.12.3.2. Area/Volume
1.3.4.12.3.3. Symmetry
1.3.4.12.3.4. Material
1.3.4.12.3.5. Cylinder
1.3.4.12.3.6. Cone
1.3.4.12.3.7. Torus
1.3.4.12.3.8. Sphere
1.3.4.12.3.9. Hole
1.3.4.12.3.10. Rectangular Slot
1.3.4.12.3.11. Slotted Hole
1.3.4.12.3.12. Curved Slot
1.3.4.12.3.13. Linear Hole Pattern
1.3.4.12.3.14. Linear Slot Pattern
1.3.4.12.3.15. Linear Rectangular Slot Pattern
1.3.4.12.3.16. Circular Hole Pattern
1.3.4.12.3.17. Curved Slot Pattern
1.3.4.12.3.18. Distance between Planes
1.3.4.12.3.19. Angles between Planes
1.3.4.13. Part selection via directory structures
1.3.4.13.1. Symbols " mode
1.3.4.13.2. Details " mode
1.3.4.13.3. Catalogs " selection
1.3.4.13.4. Selection "Classifications "
1.3.4.13.5. Favorites " selection
1.3.4.13.6. History " selection
1.3.4.13.6.1. History " section
1.3.4.13.7. Navigation via navigation path (breadcrumbs)
1.3.4.14. "Country of delivery " as filter
1.3.4.15. Filter assistants
1.3.4.15.1. Docking window filter: Quick filter search with auto filters
1.3.4.15.2. Customized filter assistants
1.3.4.15.3. Global filter assistants
1.3.4.15.3.1. Assistants provided by CADENAS
1.3.4.15.3.2. Search filter wizard (provided by PARTsolutions Administration)
1.3.4.15.4. Search Assistant - LinkDB Filter
1.3.4.16. Web assistant (provided by the manufacturer)
1.3.5. Search templates: Save / load
1.3.6. Start search / Start Cloud Navigator / Start Cloud Map
1.3.7. Search results
1.3.7.1. Display mode
1.3.7.1.1. "Details " Display mode
1.3.7.1.1.1. Popup window shows all available information
1.3.7.1.2. "Table " display mode
1.3.7.1.3. "Symbols " Display mode
1.3.7.1.4. "Cloud Map " display mode
1.3.7.1.5. "Part ition Map" display mode
1.3.7.2. Show/hide columns
1.3.7.3. Filter
1.3.7.4. Icons and messages
1.3.7.5. Save search results: in favorites / in file
1.3.7.6. Suggested corrections for typos - " Did you mean"
1.3.7.7. Refine / extend search - "Related terms"
1.3.7.8. Sort table lines
1.3.7.9. Start search in new tab from context menu
1.3.7.10. Actions (context menu commands / buttons)
1.3.8. Catalog, project and part information
1.3.8.1. Docking window "Details "
1.3.8.2. Status bar
1.3.8.3. Special labeling of catalogs and/or subdirectories
1.3.9. Parts selection with ERP integration
1.3.10. Part comparison
1.3.10.1. Call part comparison / Taking over parts into part comparison
1.3.10.2. Tabular Compare
1.3.10.3. 3D comparison
1.3.10.3.1. Align parts - Functions
1.3.10.3.2. Comparison operations
1.3.10.3.3. Other functions
1.3.10.3.4. Settings
1.3.10.3.5. Orientation cube
1.3.10.3.6. Context menu "3D comparison "
1.3.10.4. 2D comparison
1.3.10.4.1. 3D & 2D synchronization
1.3.10.4.2. Context menu
1.3.11. Cloud Navigator
1.3.11.1. Cloud Navigator Search - Examples
1.3.11.1.1. CloudNavigator example - text search and geo search with component comparison
1.3.11.1.2. CloudNavigator example - variable search and modification side by side
1.3.11.1.3. CloudNavigator example - Topology search: Compare similar searches directly
1.3.11.2. Start
1.3.11.3. Search methods / Context menu commands
1.3.11.4. Export to CAD
1.3.11.5. Buttons
1.3.11.6. Settings
1.3.12. Context menu commands
1.4. Part view
1.4.1. Determine characteristic in "Table" view
1.4.1.1. Full-text search in table
1.4.1.2. Show/hide variable groups
1.4.1.3. Call up table settings
1.4.1.4. Columns with value range fields
1.4.1.5. Preview images adjustable in size
1.4.1.6. Show preview images in parts view per line
1.4.1.7. Show graphics in table
1.4.1.8. Ascending/descending column sorting
1.4.1.9. Adjust column width
1.4.1.10. Show topology variables in table
1.4.1.11. Filter table
1.4.1.11.1. Filter table by search
1.4.1.11.2. Filter table via input fields in column header
1.4.1.11.3. Table filtered by accessory part
1.4.1.11.4. Use preferred rows filter
1.4.1.11.5. Example: Using filters
1.4.1.11.6. Parts that should be avoided
1.4.1.11.7. DIN 962 option
1.4.1.11.8. Hide columns
1.4.1.12. Additional information /-functions
1.4.1.13. Material selection
1.4.2. Determine characteristic in "Vertical" view
1.4.2.1. Value ranges
1.4.2.2. Example: Quick restriction to desired values
1.4.3. Determine characteristic in the 3D view
1.4.4. Docking window "References "
1.4.4.1. Geometric search in the background
1.4.5. Docking window " Structure "
1.4.6. Docking window "3D view"
1.4.6.1. 3D view toolbar
1.4.6.2. Determine level of detail
1.4.6.2.1. Level of detail - selection
1.4.6.2.2. Level of detail - Various schemes
1.4.6.3. Measuring grid
1.4.6.4. Show Dimensionings
1.4.6.5. Change characteristic via dimension labels
1.4.6.6. Component designation (standard designation [NB ] / parts list designation [LINA ])
1.4.7. Docking window " Technical specifications "
1.4.8. Docking window "Parts information "
1.4.9. Docking window "Topology information "
1.4.10. Docking window "RFQ" (Request for Quotation)
1.5. Transfer to CAD (with and without interface)
1.6. Create 2D derivation
1.6.1. 2D view " dialog box
1.6.1.1. Standard views
1.6.1.1.1. Current view
1.6.1.2. Combination views
1.6.1.2.1. Render mode
1.6.1.2.2. Scaling and Paper formats
1.6.1.2.2.1. Scale, position sketch elements in 2D view
1.6.1.2.2.2. Adjust paper format in 2D view
1.6.1.3. Settings / visibility
1.6.1.4. Optimize alternative 2D size / drawing view on sheet
1.6.1.5. Add dimensioning in PARTdataManager before the export
1.6.1.6. Transfer special derivations or technical views to CAD system
1.6.2. "Select view to be transferred..." dialog box
1.6.3. Exporting the 2D drafting