2. Use the “Classification Manager” role to organize and reuse data efficiently

Discover how to use the “Classification Manager” role to structure and organize your design files, and facilitate content reuse in 3DEXPERIENCE.

Introduction

The Classification Manager role enables users to create multi-level libraries and classify data according to properties.

The role enables :

• Reuse existing components: You can easily reuse parts or assemblies that have already been created and validated.
• Advanced search on multiple criteria for rapid access to components meeting specific constraints
• Data sharing with other departments (Engineering, Quality, Production, Marketing, etc.)
  
  

Step 1: Define the classification library

Before you start classifying files, you need to create a library structure where the files will be stored and organized.

1. Access the “IP Classification Editor” application (Classification Manager role) from the 3DEXPERIENCE platform.
2. In the “Library” tab, create the general libraries that will be the first-level containers: Right-click > “New definition library”. 

 

 3.   In each library, create classes, which are structures that group together components with the same properties. Right-click > “New class

You can create as many libraries, classes and subclasses as you like.  

Step 2: Creating and managing properties

Once the library has been created, you need to add properties to each class.

Properties are called “attributes” in 3DEXPERIENCE.

1. In “IP Classification Editor”, access the “Classification attributes” tab.
2. To create an attribute, click on “+ > Select type (String, Boolean, Real...)"
3. In the window that appears :
   1. Choose a name
   2. A predicate, which must be different for each attribute.
      A predicate is a unique name applied to data to filter or search.
   3. Select “Yes” to filter your components with this attribute in the 3DEXPERIENCE search bar (6WTags)
   4. Specify values for this attribute. Attributes must be separated by “;”, e.g. “copper;steel;aluminum”.
   5. Select a default value if needed, or uncheck “Has default value”.
      
      

  4.   Assign your attributes to your classes and subclasses. Attributes are hereditary: if you associate an attribute with a class, it will automatically be associated with its subclasses.
To do this, select a class in the tree > “Class attributes" tab>“”

Step 3: Share your library

Once created in the “IP Classification Editor” application, you need to share your library with your colleagues, so that they can view it in the “IP Classify & Reuse” application. 

A library has a life cycle: 

• Inactive: Default state. The library is not accessible to other users.
• Active: The library is visible to all users.
• Obsolete: No longer available to other users.
  

In the “IP Classification Editor” application, to modify the maturity status of a library, class or subclass,

 Right-click > Maturity

 

Step 4: Inserting existing components into the library

In the “IP Classify & Reuse” application :

• Select the class or subclass in which you wish to insert a file
• Drag and drop the contents into the body of the library

Step 5: Reuse and search library content

One of the main advantages of the “Classification Manager” role is the ability to reuse existing designs. 

In the “IP Classify&Reuse” application:

1. You can perform an advanced search by clicking on “”.
   You can select attributes and associated constraints
   
   
   
   
2. You can find the “IP Classify&Reuse” application directly in Catia or SolidWorks, from the compass, in the 3DEXPERIENCE window.
3. You can access all the information on a component, perform an advanced search and drag-and-drop parts to your CAD interface.
   
   

Conclusion

The Classification Manager role is a powerful asset for organizing, retrieving and reusing your files in a 3DEXPERIENCE collaborative environment.

You'll optimize your design processes, reduce errors, and save precious time by avoiding the creation of duplicate files.