How to set an existing CERN Drawing Reference (CDR) to a new Drawing?

Answer

General requirement:

Prior to using this functionality, make sure you have one of the following roles in the Design Code corresponding to the CERN Drawing Reference (CDR): Contributor, Design Reviewer, or Equipment Owner.

From the TitleBlock Editor

To set an existing CDR from the Title Block Editor (from any connector linked to the PLM), go to the Drawing Reference section and simply click on the "Get Booked" button. A window will open, allowing you to select an existing CDR.

There, you will find a list of existing CDRs corresponding to the Design Code associated with your CAD Document (as shown in the Design Code field). Simply choose the CDR you wish to assign to the CAD Document. If a CDR was previously cleared from the title block editor, it will appear in the list and be available for selection. If you wish to assign a CDR that belongs to a different Design Code, then just change the associated Design Code in this same window.

Note:

  • The list of available Design codes correspond to the ones in which you have the roles mentioned in the General requirement section.

  • Setting a CDR derived from a Design Code different from the one set on the Part is only permitted for non-master drawings. This does not have any impact on the access rights.

Confirm your selection, and make sure the chosen CDR appears in the "CERN Drawing Reference" field under the "Drawing Reference" section.

You can now click "Generate and save" — the selected CDR will appear in the title block and in the Profile Card of the CAD Document in the PLM.

From the CAD Document Profile Card (Creation or Edition):

To assign an existing CDR from the Profile Card of a CAD Document, make sure you are either in create or edit mode of the Profile Card.

Just below the Design Code, click the "Set CERN Drawing Reference" button. In the opening window, go to the "Booked Reference" tab.

There, you will find a list of existing CDRs corresponding to the Design Code associated with your CAD Document (as shown in the Design Code field). Simply choose the CDR you wish to assign to the CAD Document. If a CDR was previously cleared from the title block editor, it will appear in the list and be available for selection. If you wish to assign a CDR that belongs to a different Design Code, then just change the associated Design Code in this same window.

Note:

  • The list of available Design Codes corresponds to the one in which you have the roles mentioned in the General requirement section.
  • Changing the Design Code from which the CDR will derive is only allowed for non-master Drawings.

Confirm your selection, and make sure the chosen CDR appears in the "CERN Drawing Reference" field of the Profile Card.

Don’t forget to save your changes by clicking "Save" or "Done" from the CAD Document’s Profile Card.

If you encounter any issues during this process, please ensure all prerequisites described in the following paragraph are met.

From the Batch Import:

Coming soon...

 

If you encounter any issues during this process, please contact PLM support.

 

Category
PLM
PLM - CAD Document