Clean and Tidy CAD-Data SMARTUpdate

Use intuitive Workflow

SMARTUpdate runs in part, assembly and drawing mode and brings its own ribbon with all necessary commands. It is designed to allow users to run pre-defined rules automatically or interactively.

1. Set up rules and configuration
   Define rules and characteristics within the administration dialog.
   Prepare template parts to reference to.
2. Check model or drawing and apply rules
   Perform a rule-based check run to identify ambiguities.
   ‘Update’ detected inconsistencies automatically. You may perform this task interactively or within a batch process.
   Apply selective rules manually to fine-tune your model or drawing.
   
3. Review report and results
   Review the check and update report to detect errors and successes.
   Use statistics and quality indication to visualize quality.

Update data automatically

You can perform the ‘Update’ process interactively as a single run, as selective actions or by setting up a batch processing queue. The software will adjust the inconsistent items according to the pre-defined rules.

Full automatic rule application

• Start the ‘update’ process according to the rules directly from the ribbon.
• All relevant rules are applied automatically without any user interaction.

Selective rule application

• Perform a ‘Check’ run first and start actions from the results dialog.
• ‘Update’ inconsistencies selectively.
• ‘Apply’ additional quality criteria based on your personal assessment.

Batch processing

• Update an unlimited number of models and drawings.
• Run ‘Updates’ on local or network folders and on Windchill Workspaces.
• Fine-tune your object collection by practical filters.

Apply smart rules

The huge diversity of models requires a sophisticated way to categorize the models before applying the quality rules. SMARTUpdate has unique capabilities to satisfy very specific and individual situations. You can skip checks based on categories or even condition the update based on the result of a previous check.

Distinguishing objects by categories

• By defining model categories, you can apply different rule sets to models and drawings distinguished by their classification parameter.

Using conditions

• Use an existing check result as a condition for any other rule or group of rules.
• Create cascades of conditioned rules which allow to update your models considering any possible situation.

Recursive rule processing

• Run ‘Update’ processes through all parts and subassemblies from your top assembly.
• Run the ‘Update’ process from your drawing and include all drawing models.

Skipping rules

• Avoid changes on i.e. library parts by setting up a ‘skip’ condition.
• Exclude skeletons, library parts and other supporting part from the list of models by skipping complete categories.

Clean up 3D model

There are many reasons and use cases to start cleaning up your 3D models. That can range from harmonizing models coming in from external sources to simply updating existing models to the latest templates. SMARTUpdate automates this time consuming and repetitive task in an unique way.

Feature actions

• Create, rename, reorder or remove features using UDF technology.
• Update models with legacy startpart features to the latest template.

Meta data verification

• Translate parameters.
• Check, create and rename parameters.

Relations functions

• Import relations from a file i.e. for adding copyright information or volume calculations.
• Check for failed relations for subsequent correction.
• Replace out-dated relations by latest version.

Layer harmonization

• Create, rename or delete any kind of layer.
• Add, copy and move content – including rules, to and from layers.

Supporting Properties

• Change accuracy type and value.
• Harmonize units to your standard.
• Update the 3D model setup options to reflect your guidelines.

Clean up 2D drawing

There are many reasons for harmonizing and cleaning up your 2D drawings. You may check for compliance issues like outdated drawing formats, unused drawing models, drawing program relations, or manually overwritten dimension values.
SMARTUpdate automates the time consuming and repetitive clean up in an unique way.

Drawing format

• Drawing size and sheets.
• Check for valid drawing tables and replace if necessary.

Drawing representation

• Drawing setup options.
• Layers and view dependencies.

Inconsistencies

• Missing references.
• Overwritten values.

Drawing content

• Unused drawing models.
• Dimensions and tolerances.
• Drawing views.

Prepare models for MBD

When moving away from a 2D drawing based environment into a world of MBD and MBE, SMARTUpdate supports your process of making existing data ready for this new approach.

PMI Organisation

• Create, rename or reorder ‘Combined States’ based on your template model to organize PMI.
• Apply ‘Appearance States’, ‘Orientations’ and ‘Layer States’ to fine-tune the structural organization.
• Add and control annotations within the ‘Combined States’ for standardization.

Visibility control

• Create rule-based layers to drive visibility of items.
• Compose ‘Layer States’ to provide dedicated visibility states of your model.

Representation control

• Apply ‘Model Setup Options’ to control and harmonize the look and feel of annotations.
• Check and apply tolerance standards and tolerance tables.

Set Windchill Gate Keeping

Keeping low quality CAD data out of WIndchill Commonspace or at least preventing it from being finally released to production is an increasing requirement that companies have today.
SMARTUpdate provides an unique mechanism to allow Windchill to decide how to handle the data.

Defining relevant criteria

• Compose your individual quality criteria scenario.
• Check and Update models and drawing according to the criteria.

Applying quality status to model

• Tie the check results to the model or drawing as a protected parameter.
• Use the protected parameter value in Windchill for gate keeping.

Data Mining & Analysis

For large amounts of models, you need to find out which rules are most suitable. Analyze them first and take decisions after a global review.

Data collection

• Run data collection on objects in local or network folders as well as in Windchill Workspace or Common Space.
• Customize the collected data set individually.

External results database

• Save all collected data in XML format or in a SQL database for independent analysis.
• Monitor the quality level of your CAD objects on a regular basis by analyzing the collected data.
• Query the data from outside Creo or Windchill.