Managing Part Catalog Databases (9:42 min)

00:08

Now that we have learned how to put together

00:10

our schematics and our panel drawings,

00:12

and even how to create custom symbols,

00:15

let's talk about how to create custom data.

00:18

In this case, we're going to specifically talk

00:20

about how to add catalog information to our catalog

00:24

database.

00:26

Let's say, hypothetically, I went

00:28

to place this control relay and I could not find the part

00:32

number that I need it.

00:34

I've searched through the catalog, I've done my lookups,

00:37

and that part number is just not in the database.

00:40

At that point, I would actually want

00:42

to enter a brand new catalog number.

00:45

Now you can do that in a few ways.

00:47

If you have many catalog numbers to add,

00:50

you might want to just go directly

00:52

to Microsoft Access database, or to your SQL server instance,

00:56

if that's what you're using.

00:58

In this case, I'm just going to do a single edit.

01:02

There is a little pencil icon whenever you open up

01:05

the catalog browser.

01:07

That pencil icon is located here.

01:10

When you click on the pencil, it will then

01:12

add a new line to the very bottom

01:16

of wherever you are in the browser,

01:19

and open up in edit mode.

01:22

Notice that the color changed on the dialog box.

01:24

That's also how I know I'm in edit mode.

01:26

Now in here I would scroll all the way to the bottom

01:29

and start adding in information.

01:31

Now if something is very similar to something else

01:34

already in the database, all you have to do

01:36

is select that row and you can right

01:39

click and copy and paste it.

01:41

Very, very easy then to make your edits.

01:45

If not you can manually type into this dialog box.

01:48

There are many fields in here, and we are going

01:50

to talk about many of them.

01:53

So first, let's just create a brand new part number.

01:56

I'm going to create a dummy part number.

01:59

So I'm going to call this 70012345.

02:06

I am going to make it an Alan Bradley.

02:08

And then at this point, I can even copy and paste

02:10

just individual row information.

02:13

So you could copy and paste the entire row

02:15

or you can just copy and paste individual cells of the rows.

02:22

I'll copy most of these.

02:37

Really in this one I probably could

02:38

have copied the entire row, but you

02:40

can see how you can functionally do this with each one.

02:43

Now you can add as much information as you want.

02:45

These miscellaneous columns can have additional information

02:49

about that component that you want.

02:51

You can add in information for the user fields.

02:53

Remember, the user fields are often

02:55

used to put your own custom part number in.

02:59

You can even put a web link to a cut sheet

03:01

or to a PDF of a cut sheet if you

03:03

want to be able to reference that information

03:06

right from your catalog.

03:10

The final steps as we keep scrolling

03:12

have to do with both the 2D symbol and the 3D symbol.

03:16

We are typically not super worried about that symbol 2D

03:20

although that is what the software is asking you

03:23

every time you go to add a particular part

03:25

number to a new block.

03:27

It will ask you if you want to map that to the catalog.

03:31

That mapping is what puts that particular block name

03:34

right in this symbol 2D column.

03:37

And what that will mean is that every single time

03:39

that particular block is used, the software

03:42

then knows that the most common part

03:44

number that you like to see from it

03:46

is the one that it's associated with,

03:48

which also means you can insert directly from the catalog.

03:54

The symbol 3D has to do with Inventor.

03:57

So when we actually use the electromechanical workflow

03:60

between AutoCAD Electrical and Inventor

04:03

is when we get to be able to access that symbol 3D field.

04:07

This can hold parts and assembly files from Inventor

04:13

so that when this maps into Inventor and it

04:16

sees the part numbers used in the schematics,

04:19

it will automatically know what part or what subassembly

04:22

to insert into your Inventor model.

04:26

The next part of this list specifically for control relays

04:31

and other devices that would carry pin list information

04:34

is something that we put in around our parent coil

04:37

pins and then the child contacts to be able to put that pin

04:41

list together.

04:42

These coil pins are what we first

04:44

put in for the assignment to the parent device that's

04:47

getting that part number.

04:49

So in this case, I'm just going to type K1, K2.

04:54

In the next area, this is the pin list

04:57

we can start defining for all of the child contacts associated

05:01

with this part number.

05:03

You can either hand type them or you can click the little dot,

05:06

dot, dot button.

05:08

Once you do this, you can define what type of pin it is,

05:12

so what kind of child contact this will be associated with,

05:15

normally open, normally closed, form

05:17

C, convertible, undefined or a stacked terminal.

05:21

If we choose convertible, convertible

05:23

is going to allow us to get it to be either normally

05:26

open or normally closed.

05:28

What was once just something we had

05:30

to know to type in those different characters

05:33

into a hard coded path to this in the old pinless database.

05:38

It's now fully integrated from release 2015

05:41

on into our catalog database.

05:45

So if I type what I want the pin to be,

05:48

mimicking the line above me.

05:53

And I click OK, you'll see that it brings that coding right in.

05:57

It is very important based off of the part number

05:60

that you choose that you put all of the information

06:02

in required for that because it will then

06:05

know how many contacts it's allowed to have

06:07

or what will overpopulate that part number and flag and error

06:12

to you if you try to assign an additional contacts.

06:15

Once you're done editing, you click the little Accept Changes

06:21

button here, and you will be taken back

06:24

in to the catalog browser.

06:27

And then you're able to use that part number to assign it

06:30

to the device that you were on.

06:32

When I click OK, it then comes in with the information

06:36

and my new coil pins.

06:38

And it even knows what my normally open, normally closed

06:41

setup is.

06:41

Again, I only typed in 1 so now it

06:44

only thinks that there is one convertible contact in there.

06:49

Once I click OK, when I click OK,

06:52

it will then want to go out and check the footprint symbol

06:56

to see if the catalog entries are matching.

06:58

They obviously aren't because I just updated it

07:01

so now it's going to ask if I want

07:02

to update that same catalog information on the footprint

07:05

as well.

07:11

As it goes out to go to scan and update the panel footprint,

07:16

it will also be scanning to see if that footprint still

07:20

fits the right sizing and shape for it.

07:23

This is, again, where if you have wild cards,

07:25

the wild cards will allow that same footprint symbol to work.

07:29

In this case, both of them were Alan Bradley

07:35

And therefore, it didn't need to swap the block.

07:38

It would have asked me though if it found a different footprint

07:41

symbol or the wild cards did not exist if it needed

07:45

to swap out that block as well.

07:46

It's all intelligently leaked.

07:49

I want to take a minute to show you

07:50

the difference between certain symbol types

07:53

and what the catalog database will offer you in columns.

07:57

If I right click on this terminal

07:59

and click Edit component and then go into the catalog

08:02

lookup, I'm going to clear all of my search fields

08:06

here just so I can see every terminal type that I have.

08:10

And if I go into Edit mode, pretending that I actually

08:13

need to create a new catalog value for a terminal,

08:19

as it's pulling all of these devices in, which you can see,

08:21

there are many that come with the software.

08:26

When it launches edit mode, all of the main columns

08:30

look the same, but as you scroll all the way to the end

08:33

this is the unique section four terminals.

08:36

In here, you can define whether or not

08:38

a terminal is a single terminal or a multi-level terminal.

08:43

And you'll see as we get to multi-levels, that there

08:46

are different description types and different layers listed

08:49

per connection and different details

08:52

about whether or not there are internal jumpers.

08:56

So there's a lot of information and properties

08:58

that you can put into your terminals based off of the part

09:01

number that you assign to it.

09:03

This is very important for how that terminal will

09:05

react once it's actually inserted into the software.

09:10

That will show it how many wires it's

09:12

allowed to accept at its different connection points,

09:15

how internal jumpers are associated,

09:17

and even how it's labeled inside your terminal properties

09:21

of whether or not you're seeing things like upper

09:23

or lower or top, middle, bottom, so on.

09:27

So look for the differences in the additional columns

09:30

in the catalog database based off

09:32

of the type of component it is that you're editing.

09:36

Please take a moment to do the exercise

09:38

and editing the catalog database.

Video transcript

00:08

Now that we have learned how to put together

00:10

our schematics and our panel drawings,

00:12

and even how to create custom symbols,

00:15

let's talk about how to create custom data.

00:18

In this case, we're going to specifically talk

00:20

about how to add catalog information to our catalog

00:24

database.

00:26

Let's say, hypothetically, I went

00:28

to place this control relay and I could not find the part

00:32

number that I need it.

00:34

I've searched through the catalog, I've done my lookups,

00:37

and that part number is just not in the database.

00:40

At that point, I would actually want

00:42

to enter a brand new catalog number.

00:45

Now you can do that in a few ways.

00:47

If you have many catalog numbers to add,

00:50

you might want to just go directly

00:52

to Microsoft Access database, or to your SQL server instance,

00:56

if that's what you're using.

00:58

In this case, I'm just going to do a single edit.

01:02

There is a little pencil icon whenever you open up

01:05

the catalog browser.

01:07

That pencil icon is located here.

01:10

When you click on the pencil, it will then

01:12

add a new line to the very bottom

01:16

of wherever you are in the browser,

01:19

and open up in edit mode.

01:22

Notice that the color changed on the dialog box.

01:24

That's also how I know I'm in edit mode.

01:26

Now in here I would scroll all the way to the bottom

01:29

and start adding in information.

01:31

Now if something is very similar to something else

01:34

already in the database, all you have to do

01:36

is select that row and you can right

01:39

click and copy and paste it.

01:41

Very, very easy then to make your edits.

01:45

If not you can manually type into this dialog box.

01:48

There are many fields in here, and we are going

01:50

to talk about many of them.

01:53

So first, let's just create a brand new part number.

01:56

I'm going to create a dummy part number.

01:59

So I'm going to call this 70012345.

02:06

I am going to make it an Alan Bradley.

02:08

And then at this point, I can even copy and paste

02:10

just individual row information.

02:13

So you could copy and paste the entire row

02:15

or you can just copy and paste individual cells of the rows.

02:22

I'll copy most of these.

02:37

Really in this one I probably could

02:38

have copied the entire row, but you

02:40

can see how you can functionally do this with each one.

02:43

Now you can add as much information as you want.

02:45

These miscellaneous columns can have additional information

02:49

about that component that you want.

02:51

You can add in information for the user fields.

02:53

Remember, the user fields are often

02:55

used to put your own custom part number in.

02:59

You can even put a web link to a cut sheet

03:01

or to a PDF of a cut sheet if you

03:03

want to be able to reference that information

03:06

right from your catalog.

03:10

The final steps as we keep scrolling

03:12

have to do with both the 2D symbol and the 3D symbol.

03:16

We are typically not super worried about that symbol 2D

03:20

although that is what the software is asking you

03:23

every time you go to add a particular part

03:25

number to a new block.

03:27

It will ask you if you want to map that to the catalog.

03:31

That mapping is what puts that particular block name

03:34

right in this symbol 2D column.

03:37

And what that will mean is that every single time

03:39

that particular block is used, the software

03:42

then knows that the most common part

03:44

number that you like to see from it

03:46

is the one that it's associated with,

03:48

which also means you can insert directly from the catalog.

03:54

The symbol 3D has to do with Inventor.

03:57

So when we actually use the electromechanical workflow

03:60

between AutoCAD Electrical and Inventor

04:03

is when we get to be able to access that symbol 3D field.

04:07

This can hold parts and assembly files from Inventor

04:13

so that when this maps into Inventor and it

04:16

sees the part numbers used in the schematics,

04:19

it will automatically know what part or what subassembly

04:22

to insert into your Inventor model.

04:26

The next part of this list specifically for control relays

04:31

and other devices that would carry pin list information

04:34

is something that we put in around our parent coil

04:37

pins and then the child contacts to be able to put that pin

04:41

list together.

04:42

These coil pins are what we first

04:44

put in for the assignment to the parent device that's

04:47

getting that part number.

04:49

So in this case, I'm just going to type K1, K2.

04:54

In the next area, this is the pin list

04:57

we can start defining for all of the child contacts associated

05:01

with this part number.

05:03

You can either hand type them or you can click the little dot,

05:06

dot, dot button.

05:08

Once you do this, you can define what type of pin it is,

05:12

so what kind of child contact this will be associated with,

05:15

normally open, normally closed, form

05:17

C, convertible, undefined or a stacked terminal.

05:21

If we choose convertible, convertible

05:23

is going to allow us to get it to be either normally

05:26

open or normally closed.

05:28

What was once just something we had

05:30

to know to type in those different characters

05:33

into a hard coded path to this in the old pinless database.

05:38

It's now fully integrated from release 2015

05:41

on into our catalog database.

05:45

So if I type what I want the pin to be,

05:48

mimicking the line above me.

05:53

And I click OK, you'll see that it brings that coding right in.

05:57

It is very important based off of the part number

05:60

that you choose that you put all of the information

06:02

in required for that because it will then

06:05

know how many contacts it's allowed to have

06:07

or what will overpopulate that part number and flag and error

06:12

to you if you try to assign an additional contacts.

06:15

Once you're done editing, you click the little Accept Changes

06:21

button here, and you will be taken back

06:24

in to the catalog browser.

06:27

And then you're able to use that part number to assign it

06:30

to the device that you were on.

06:32

When I click OK, it then comes in with the information

06:36

and my new coil pins.

06:38

And it even knows what my normally open, normally closed

06:41

setup is.

06:41

Again, I only typed in 1 so now it

06:44

only thinks that there is one convertible contact in there.

06:49

Once I click OK, when I click OK,

06:52

it will then want to go out and check the footprint symbol

06:56

to see if the catalog entries are matching.

06:58

They obviously aren't because I just updated it

07:01

so now it's going to ask if I want

07:02

to update that same catalog information on the footprint

07:05

as well.

07:11

As it goes out to go to scan and update the panel footprint,

07:16

it will also be scanning to see if that footprint still

07:20

fits the right sizing and shape for it.

07:23

This is, again, where if you have wild cards,

07:25

the wild cards will allow that same footprint symbol to work.

07:29

In this case, both of them were Alan Bradley

07:35

And therefore, it didn't need to swap the block.

07:38

It would have asked me though if it found a different footprint

07:41

symbol or the wild cards did not exist if it needed

07:45

to swap out that block as well.

07:46

It's all intelligently leaked.

07:49

I want to take a minute to show you

07:50

the difference between certain symbol types

07:53

and what the catalog database will offer you in columns.

07:57

If I right click on this terminal

07:59

and click Edit component and then go into the catalog

08:02

lookup, I'm going to clear all of my search fields

08:06

here just so I can see every terminal type that I have.

08:10

And if I go into Edit mode, pretending that I actually

08:13

need to create a new catalog value for a terminal,

08:19

as it's pulling all of these devices in, which you can see,

08:21

there are many that come with the software.

08:26

When it launches edit mode, all of the main columns

08:30

look the same, but as you scroll all the way to the end

08:33

this is the unique section four terminals.

08:36

In here, you can define whether or not

08:38

a terminal is a single terminal or a multi-level terminal.

08:43

And you'll see as we get to multi-levels, that there

08:46

are different description types and different layers listed

08:49

per connection and different details

08:52

about whether or not there are internal jumpers.

08:56

So there's a lot of information and properties

08:58

that you can put into your terminals based off of the part

09:01

number that you assign to it.

09:03

This is very important for how that terminal will

09:05

react once it's actually inserted into the software.

09:10

That will show it how many wires it's

09:12

allowed to accept at its different connection points,

09:15

how internal jumpers are associated,

09:17

and even how it's labeled inside your terminal properties

09:21

of whether or not you're seeing things like upper

09:23

or lower or top, middle, bottom, so on.

09:27

So look for the differences in the additional columns

09:30

in the catalog database based off

09:32

of the type of component it is that you're editing.

09:36

Please take a moment to do the exercise

09:38

and editing the catalog database.

Project: Add Part Numbers, Pinlist data, and Terminal Properties to the Part Catalog Database

Objectives 

In this exercise, you add new catalog entries using the built-in database editor, you experiment with the functionality of the pin lists, forcing a warning and creating new pin list entries, and you experiment with the functionality of the terminal properties, creating a new terminal properties entry.

Process

Copy and Select Pins from a List

Step 1:  If the Project Manager is not displayed, on the Project tab, Project Tools panel, click Manager.

  Step 2:  If Custom_Data_NFPA is the active project, skip to step 6. If it is open but not active, in the Project Manager, do the following:

  • Right-click Custom_Data_NFPA
  • Click Activate.
  • Skip to step 6.

Step 3: In the Project Manager, click Open Project.

Step 4: Browse to where you installed the exercise files. Select Custom_Data_NFPA.wdp. Click Open.

Step 5: From the Projects list, click the expansion node next to Custom_Data_NFPA to expand the drawing list.

Step 6:  Right-click Custom_Data_NFPA_04.dwg. Click Open.

Step 7: Zoom in to the middle portion of rungs 412-415.

Step 8: On the Schematic tab, Edit Component panel, click Copy Component.

Step 9: In the drawing, select CR408 on rung 412.

Step 10: Select the insertion point on rung 415 just to the right of CR407.

Step 11:  In the Insert/Edit Child Component dialog box, click Parent/Sibling.

Step 12: In the drawing, select CR408 on rung 412, again.

Step 13: In the Insert/Edit Child Component dialog box, under Pins, click List.

Step 14: In the Pin Number in Use dialog box, under NO Pairs, select A3X, A3Y from the list.

Step 15: In the Insert/Edit Child Component dialog box, click OK.

Step 16: Copy and Create Too Many Contact References:
On the Schematic tab, Edit Component panel, click Copy Component.

Step 17: In the drawing, select CR409 on rung 413.

Step 18: Select the insertion point on rung 415 just to the right of CR408.

Step 19:  In the Insert/Edit Child Component dialog box, click Parent/Sibling.

Step 20:  In the drawing, select CR409 on rung 413, again.

Step 21:  In the Alert: Too Many Contact References dialog box, click Ignore Limit.

Step 22: In the Insert/Edit Child Component dialog box, click OK.

Step 23:  In the Alert: Pin Assignment Repeated dialog box, click Ignore Error.

Step 24: Change the Catalog Number and Edit the Pin List:
To correct the Too Many Contact References error, you create a new part number and add pin list information for the new part number:
In the drawing, right-click the parent CR409 relay coil on rung 409. Click Edit Component.

Step 25:  In the Insert Edit Component dialog box, under Catalog Data, click Lookup.

Step 26: In the Catalog  Browser dialog box, click on the Pencil to Edit the Database.

Step 27: In the Catalog Browser - Edit Mode dialog box, click into a new entry and do the following:

  • For Catalog, type ACME-K123
  • For Manufacturer, type ACME
  • For Description, type CONTROL RELAY, IEC, MASTER CONTACTS, 4 CONTACTS, 24VDC (W/ELECTRONIC COIL)

Note: This could be copied from an existing entry and pasted into the new entry.

  • For Type, type TYPE K
  • For Coil, type 24VDC
  • For Contacts, type 4 NO (CONVERTIBLE)
  • For Coilpins, type KA,KB
  • For Pinlist, type 0,K1A,K1B;0,K2A,K2B;0,K3A,K3B;0,K4A,K4B
  • Click the Check Mark to save the entry.
  • Click on the new entry in the Catalog Browser, then click OK.

Step 28:  In the Insert/Edit Component dialog box, notice that the Pins are automatically added, then click OK.

Step 29: Surf to Change the Contact Pins:
In this section of the exercise, you surf to the CR409 contacts and change the pin assignments for the new catalog number.
Right-click the parent CR409 relay coil on rung 409. Click Surfer.

Step 30:  In the Surf dialog box, do the following:

  • Select NO 4,413.
  • Click Go To.
  • Click Edit.

Step 31:  In the Insert/Edit Child Component dialog box, do the following:

  • Under Pins, click List.
  • In the Pin Number in Use dialog box, under NO Pairs, select K1A,K1B.
  • Click OK.

Step 32:  In the Surf dialog box, do the following:

  • Select NO 4,415.
  • Click Go To.
  • Click Edit.

Step 33: In the Insert/Edit Child Component dialog box, do the following:

  • Under Pins, click List.
  • In the Pin Number in Use dialog box, under NO Pairs, select K2A,K2B.
  • Click OK.

Step 34: In the Surf dialog box, select NO, 6,634. Click Go To.

Step 35:  If prompted, in the Qsave dialog box, click OK.

Step 36: In the Surf dialog box, click Edit.

Step 37: In the Insert/Edit Child Component dialog box, do the following:

  • Under Pins, click List.
  • In the Pin Number in Use dialog box, under NO Pairs, select K3A,K3B.
  • Click OK.

Step 38:  In the drawing, right-click CR409. Click Surfer.

Step 39: In the Surf dialog box, do the following:

  • Select P 4,409.
  • Click Go To.

Step 40: If prompted, in the Qsave dialog box, click OK.

Step 41: In the Surf dialog box, click Close.

Step 42:

In this section of the exercise you will examine existing Terminal Block Properties:

On the Panel tab, Terminal Footprints panel, click Editor.

Step 43: In the Terminal Strip Selection dialog box, select the TS-A terminal strip (Location: JBOX1). Click Edit.

Step 44: In the Defined Terminal Wiring Constraints Exceeded dialog box, click OK.
Step 45: In the Terminal Strip Editor grid, notice the following:

  • All terminals are single-level terminals.
  • The two highlighted terminal listings were added because existing terminal properties were set to only one wire per connection.
  • None of the terminals have jumper definitions.
     

Step 46: Click OK.

Step 47: In the Terminal Strip Selection dialog box, click Done.

Step 48: Add a Manufacturer Reference to the Terminal Properties Database:
In this portion of the exercise, you add a new part number and terminal property reference to the Part Catalog Database.
Go to Schematic > Insert Components > Icon Menu flyout > Catalog Browser.

Step 49: In the Catalog  Browser dialog box, use the drop-down menu to make sure the Category is set to TRMS (Terminals) then click on the Pencil to Edit the Database.

Step 50:

In the Catalog Browser - Edit Mode dialog box, click into a new entry and do the following:

  • For Catalog, type A13579
  • For Manufacturer, type ACME
  • For Levels, type 3
  • For LevelDescription, type UPPER,MIDDLE,LOWER
  • For TPinL, type 1A,1B,1C
  • For TPinR, type 2A,2B,2C
  • For WiresPerConnection, type 2
  • For InternalJumper, type 1,2,3
  • Click the Check Mark to save the entry.
  • Click on the new entry in the Catalog Browser, then click OK.

Step 51: Assign Part Catalog Number Changing Terminal Properties:
In this portion of the exercise you assign a catalog number to the terminals. This transfers the corresponding terminal properties to the terminals.
On the Panel tab, Terminal Footprints panel, click Editor.

Step 52: In the Terminal Strip Selection dialog box, select JBOX1-TS-A. Click Edit.

Step 53: In the Defined Terminal Wiring Constraints Exceeded dialog box, click OK.

Step 54: Click the Catalog Code Assignment tab.
Notice that none of the terminals has part catalog numbers assigned.

Step 55: Select all the terminals listed in the terminal grid. Under Catalog, click the Assign Catalog Number button.

Step 56:

In the Catalog Browser dialog box, type ACME then click on A13579, and click OK.

Step 57: In the Terminal Strip Editor, notice the following:

  • All terminals now have three levels.
  • Each level now allows two wire attachments per connection.
  • Extra or added terminals are no longer required and have been removed.
  • Internal jumper assignments are added to the terminals.
     

Step 58: Click OK.

Step 59: In the Terminal Strip Selection dialog box, click Done

Was this information helpful?