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

Introduction

The Classification Manager role lets users 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 multi-criteria search for quick access to components meeting specific requirements 
• Data sharing with different departments (design, quality, production, marketing, etc.)

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Step 1: Define theclassification 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. To do this, 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 that must be different for each attribute.
      A predicate is a unique denomination 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. Separate attributes with “;”, e.g. “copper;steel;aluminum”.
   5. Select a default value if available or uncheck “Has default value”.
4. Assign attributes to 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, of a class or sub-class, 

Click right > Maturity

 

Step 4: Inserting existing components into the library

In the “IP Classify & Reuse” application:

• Select the class or subclass in which you want to insert a file
• Drag and drop content into library body

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.