Continue to Site

Eng-Tips is the largest engineering community on the Internet

Intelligent Work Forums for Engineering Professionals

  • Congratulations waross on being selected by the Eng-Tips community for having the most helpful posts in the forums last week. Way to Go!

TIP: Modifying Toolbox parts via spreadsheet

Status
Not open for further replies.

Sporkman

Mechanical
Sep 28, 2001
19
I was just today successful in Importing new data into a new Toolbox "Standard" from a spreadsheet. Earlier I had posted a question indicating that I could not get this functionality to work. To digress momentarily, this allows one to edit a Toolbox part type definition en masse, using a spreadsheet to drive the data, so that any new part created will carry the correct Part Number and Part Description that you would like it to have. What it apparently does is to modify the database itself, rather than the Parts in the Toolbox . . . you'll find that for each TYPE part that exists (e.g., "Basic-5100" series external retaining rings in the "Truarc" standard, or the "Socket Head Cap Screws" series in the "Ansi Inch" standard) you can edit the information used to create the Toolbox parts when you insert them for the first time. Imagine how powerful this should be!!

You've probably seen and wondered about the option to Edit Standards Data under Tools > Options > Data Options. Maybe you've looked at it and tried to get Help on the subject (not very helpful). Take a look at it now and you'll note that the list of Standards (like "Ansi Inch") in the left frame (Edit Data tab) all have plus signs that you can click on to expand the selection. Drill down to a kind of part that you might like to modify a bit to reflect a more useful part number or description (there are probably a lot of those). If you select the "All Configurations" tab then SolidWorks will generate and list all possible configurations (at least those that exist in the Standard database) in a matrix giving the data for those configurations (dimensions and configuration names included). If it's a large database like that for Socket Head Cap Screws it might take a while to generate the configurations so you can view it. This does NOT (at least apparently) automatically CREATE parts, which of course would increase the size of the Part files. You'll notice that there are Part Number and Part Description columns out the right side of the matrix, and you can fill those in for the configurations that you'd like to use. Again, this does not seem to automatically increase the size of the Part files associated with the Standard.

You'll also note that there are Export and Import buttons at the bottom of the "All Configurations" screen below the matrix. These allow you to export to Excel format and re-import modified data. I've had trouble in Importing that modified data, but the trick is (again, APPARENTLY) you cannot edit the Configuration Name. Perhaps you can add configurations (duplicate if necessary) and then delete the original configurations manually, but I'm not sure about that yet. There is an additional trick in that you must have a Part Number entry (and it must be a unique entry) for every Part Description. The part descriptions can be the same (e.g. "EXTERNAL RETAINING RING"). And you must not modify the information in the header of the spreadsheet.

SO FAR, I've only been able to do this modification with new (user) Standards data created FROM the Standards provided with SolidWorks Toolbox. Creating a new Standard is accomplished from the initial dialog box for Tools > Options > Data Options > Edit Standards Data.

Now, how this affects a multi-user environment, or especially an environment in which PDM has been implemented is still a mystery to me. I had suspected that you would be editing a file with a .mdb file extension which exists in your \Program Files\SolidWorks\Toolbox\lang\English folder (you'll find your Standards database files there), except that such a thing would mean that only the person who had modified the file would see the changes when creating a BOM from parts in a common Toolbox (on a server), which does not seem to be the case. Can't test this out, however, since I'm the only user here where I work. I don't see that there is anything in File Locations or in the toolbox.ini file which is helpful (mine are all set to server shared locations). It may be that only user-created Standards data can be modified in the way described above BECAUSE it otherwise would cause a problem in multiple user environments to be able to modifify the SolidWorks-provided Toolbox database parts. I'll do a little more experimentation and see what falls out, although I won't even be able to experiment with PDM (we don't use it). Will probably post more later to expand on the subject. Anyone with more insight please DO post.



Mark Stapleton
Watermark Design, LLC
Charlotte, NC
 

This is older, but I have a new one in the works to be posted.

With a multi-user enviroment you should be adding the DB to the one on server and not your local drive. This away all users are still using the same DB. As for PDMworks I highly suggest you don't check them into PDM.

Regards,

Scott Baugh, CSWP [pc2]
faq731-376
 
Yes, that's the basic deal, Scott. But I'm adding to it the use of Export and Import, and directions for same. If I'd had your link I would have made my message simpler. Basically I THINK it might require a new Standard to be able to edit using Export to a spreadsheet and re-import from the spreadsheet. If the existing Standards can be edited that way then I don't understand what's happening with the database files (.mdb files). I probably don't understand anyway, but it appears a new Standard can include the extra info (Part Number, Part Description) and that info would be available to everyone sharing the Toolbox.


Mark Stapleton
Watermark Design, LLC
Charlotte, NC
 
YOu can't edit existing standards becuse they are locked out from change. You will have to derive a new one then try to export/import what you want to try.

Regards,

Scott Baugh, CSWP [pc2]
faq731-376
 
OK, well that makes sense.
Good, then there's not much to be confused about. Can't say I like it much that you can't edit the Configuration Name -- at least via Export and then Import -- but as long as the user has control of the Part Number and Part Description that seems to do the job. Several posts in this forum could be answered with directions on how to do the above. Makes things much easier, especially if you have access to a column-mode text editor with which to populate the spreadsheet cells. (I use UltraEdit.)

Thanks,
Mark
 
Status
Not open for further replies.

Part and Inventory Search

Sponsor