About Standards

In Drafting, 2D Layout for 3D Design and 3D Functional Tolerancing and Annotation, administrators can manage and customize standards such as ISO, JIS, ANSI, ASME, etc. or company standards. Standards are used to define such elements as annotations, dimensions, dress-up, etc. Standards also set the styles that will be used as defaults for element properties. Keep in mind that standard parameters or styles may not all be applicable to a given workbench.

The following topics are discussed:

General information

This sub-topic provides general information about standards.

When users modify the properties of an element in Drafting, 2D Layout for 3D Design and 3D Functional Tolerancing and Annotation, the modifications are only applied to the selected element, in the current representation. Standard files let administrators set the properties of an element so that they will be applied to all elements of the same type in a representation, as well as in all representations which use a given standard.

A standard file is an XML file which makes it possible to customize globally, for a representation, the appearance and behavior of various types of elements, using standard parameters and styles.

Refer to Setting Standard Parameters for more information on how to customize standard parameters and define new formats. Once defined, a format is applied to elements as a property.

Furthermore, with standard files, administrators can set standard styles that will be used as default values when creating new elements, such as sheets, geometry, annotations, dimensions, dress-up and dress-up symbols and callouts. Refer to Setting Styles for more information on how to customize standard styles.

Important: The format of the standard file has been changed from V5 R9 onwards. If you were using a customized CATDrwStandard file on a previous release (up to V5 R8), you need to Upgrading Standard Files from Previous Releases to the new XML format.

Management of Standards

This sub-topic provides information about the management of standards.

Standalone Representation

When users create a representation, they specify the standard that will be associated with it. The values of the parameters in the specified standard file are then copied into the representation. Each drawing or layout representation contains a copy of the standard and is therefore standalone. This makes it possible for users, projects, or companies to exchange representations without needing to send the standard file along.

Administrator-Controlled Access and Modification

The Administering Standards and Generative View Styles the location of the standard files as well as the ability to define new standards, or to modify existing standards. For example, the administrator can define a single standard, and prevent users from modifying it.

Several Standard Files Available by Default

By default, several standard files are provided. Some are specifically intended for Drafting, and some for the 2D Layout for 3D Design and Functional Tolerancing and Annotation workbenches. These files are located in install_root/resources/standard/drafting.

The table below lists the standard files available by default, along with the workbench they are intended for.

Standards Intended workbench Remark

ISO.xml

ISO_DS.xml

ANSI.xml

JIS.xml

JIS_DS.xml

ASME.xml

Drafting

-

ASME_3D.xml

ISO_3D.xml

ISO_3D_DS.xml

ISO_3D.xml

JIS_3D.xml

JIS_3D_DS.xml

2D Layout for 3D Design

Functional Tolerancing and Annotation

Standards based on the Drafting standards in which the colors, for example, have been customized for optimized display in 3D.

Important: The standards suffixed with _DS (for Drafting) or with _3D_DS (for 2D Layout for 3D Design and Functional Tolerancing and Annotation) are based on Drafting standards and are specifically intended to define DS ISO 1 as the default font for all annotations styles and engineering symbols. DS ISO 1 is an Open Type font based on the ISO 3098 standard defining text representation, that has been specifically customized to represent annotations.

Administrators can add as many standard files as needed. Refer to Administering Standards and Generative View Styles for more information.

Edition of the Standard File

The standard files can be edited using an interactive editor. This editor provides an easy-to-use graphic interface to let administrators customize the parameters included in the standard files. For information on how to customize these parameters, refer to Setting Standard Parameters and Setting Styles.

The interactive editor is available in Tools > Standards. (It is the same editor with which you can customize generative view styles). For more information on how to use this editor, refer to the Customizing Standards chapter in the Infrastructure User's Guide.

Important: When creating, modifying or customizing the XML standard files, make sure you use a CNEXT tool, for example the Standards Editor available in Tools > Standards. Using other editors (such as text editors) may alter the consistency of the standard file, and may make the standards XML files unusable.

Standard Switch and Update in Drafting

This sub-topic provides specific information about standard management in Drafting.

Switch to Another Standard

When several standards are defined, users can switch a drawing to another standard. Refer to Switching to Another Standard.

Update of a Drawing's Standard

When a standard file is modified, users need to explicitly update the drawings which use this standard. Note that only standard parameters are affected by this update, not styles. Refer to Updating the Standard of a Drawing.

Availability of Standard Switch and Update

Using the settings available in Tools > Options > Mechanical > Drafting > Administration, administrators can forbid or allow users to:


  • switch a drawing to another standard (via PLM Access > Page Setup),
  • update the standard used by a drawing (via PLM Access > Page Setup).

Moreover, administrators can lock these settings so that other users running a session with the same environment inherit those settings and cannot change them. This feature is described in the Locking Settings section, in the Infrastructure Installation User's Guide.

Miscellaneous Information

This sub-topic provides miscellaneous information about standards.

General Syntax for the Standard Editor Values

This sub-topic provides information about general syntax for the standard editor values.

Fractions and operations

The standards editor can handle basic numerical operations to help you enter the values for the parameters. You can enter your value as a set of operations, and let the program compute the result when you validate the field.

For example, for each parameter of the "real" type, you can specify the value using a fraction: NDFact_1 = 1/60.

You can also use units or trigonometric functions in your operations: NDSepPos_1 = 1 in + 1 mm + cos(0.12)

Special characters

For each parameter of the "string" type, you can enter special characters using the following keywords:


  • [DEGREE] will be displayed as deg
  • [MINUTE] will be displayed as '
  • [SECOND] will be displayed as "

A special character can be used alone or combined with other characters (the special character only counts as 1 character):

NDSepar_1 , [DEGREE]

OR

NDSepar_1 , " in [DEGREE]"

DBCS Restriction

This sub-topic provides information about double-byte character sets restriction.

Double-byte character sets are not supported when creating new standard parameters and styles (i.e. corresponding to new nodes in the standards editor tree.

However, double-byte character sets are supported when setting values for standard parameter and styles.