CadWorx Spec Editor Users Guide

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CADWorx

Spec Editor User's Guide

Version 2013 R2 (13.2)

November 2012

DICAS-PE-200013A


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Copyright

Copyright © 2013 Intergraph® Corporation. All Rights Reserved. Intergraph is part of Hexagon.

Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement;contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, tradesecret law, and international treaty, and may not be provided or otherwise made available without proper authorization fromIntergraph Corporation.

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Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This wasdeveloped at private expense and is "restricted computer software" submitted with restricted rights in accordance withsubparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal

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Unpublished - rights reserved under the copyright laws of the United States.

Intergraph CorporationP.O. Box 240000Huntsville, AL 35813

Terms of Use

Use of this software product is subject to the End User License Agreement ("EULA") delivered with this software product unlessthe licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signedlicense for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use

of this software product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation giveslicensee permission to print a reasonable number of copies of the documentation as defined in the applicable license agreementand delivered with the software product for licensee's internal, non-commercial use. The documentation may not be printed forresale or redistribution.

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The information and the software discussed in this document are subject to change without notice and are subject to applicabletechnical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document.

The software discussed in this document is furnished under a license and may be used or copied only in accordance with theterms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is notsupplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINALEVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.

Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data.Users should verify for themselves that the data is accurate and suitable for their project work.

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Intergraph, the Intergraph logo, CADWorx, and CAESAR II are trademarks or registered trademarks of Intergraph Corporation orits subsidiaries in the United States, and other countries. Microsoft, and Windows are registered trademarks of MicrosoftCorporation. Oracle, JD Edwards, PeopleSoft, and Retek are registered trademarks of Oracle Corporation, and/or its affiliates.

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CADWorx Spec Editor User's Guide 3

ContentsIntergraph CADWorx Catalog and Specification Editor .......................................................................... 5

What's New in Spec Editor...................................................................................................................... 7 Keywords ................................................................................................................................................ 9 Quick Access Toolbar ........................................................................................................................... 11 Status Bar ............................................................................................................................................. 12 Help ....................................................................................................................................................... 12

File............................................................................................................................................................... 13 New Catalog.......................................................................................................................................... 13 New Project ........................................................................................................................................... 14 Open ..................................................................................................................................................... 15 Save ...................................................................................................................................................... 15 Save As ................................................................................................................................................. 16 Recent Files .......................................................................................................................................... 16 About ..................................................................................................................................................... 16 Exit Spec Editor..................................................................................................................................... 16

Home Catalog Tab ..................................................................................................................................... 17 Clipboard Panel..................................................................................................................................... 17

Paste............................................................................................................................................... 17 Copy ............................................................................................................................................... 18 Cut .................................................................................................................................................. 18

Other Editing Features .......................................................................................................................... 18 Undo ............................................................................................................................................... 19 Remove Row .................................................................................................................................. 19

Add Table Panel.................................................................................................................................... 19 Edit table features........................................................................................................................... 20 Size Table ....................................................................................................................................... 22 Material Table ................................................................................................................................. 24 Schedule Table ............................................................................................................................... 25 Thickness Table ............................................................................................................................. 27 EndType Table ............................................................................................................................... 28 Category Table ............................................................................................................................... 30 Data Table ...................................................................................................................................... 30

Legacy Catalog Data Panel .................................................................................................................. 34 Import By Spec ............................................................................................................................... 34 Import From Data File..................................................................................................................... 35

Transfer Data Panel .............................................................................................................................. 37 Catalog Data ................................................................................................................................... 37 Project Data .................................................................................................................................... 38

Export Data Panel ................................................................................................................................. 39

Export Table To Text Excel ............................................................................................................ 40 View Catalog Tab ....................................................................................................................................... 41

Display Panel ........................................................................................................................................ 41 Catalog Data ................................................................................................................................... 41


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Contents

4 CADWorx Spec Editor User's Guide

Base Catalog Data ......................................................................................................................... 43 Properties ....................................................................................................................................... 43 Component Tables ......................................................................................................................... 44 EndType Tables ............................................................................................................................. 44

Home Project Tab ...................................................................................................................................... 45 Specification Panel ............................................................................................................................... 45

Add Specification ............................................................................................................................ 46 Edit Project Specs features ................................................................................................................... 55

Import AutoPLANT Data for a project ............................................................................................. 55 Import AutoCAD Plant 3D Specs for a project ............................................................................... 57

Catalog Panel........................................................................................................................................ 60 Update From Catalog ..................................................................................................................... 60 Review Table Links ........................................................................................................................ 61

Legacy Specification Panel ................................................................................................................... 62 Import Legacy Specification ........................................................................................................... 62

Export Data Panel ................................................................................................................................. 63 Export Specification To Text Excel ................................................................................................. 63

Editing Panel ......................................................................................................................................... 63 Find and Replace ........................................................................................................................... 63

View Project Tab ........................................................................................................................................ 65 Display Panel ........................................................................................................................................ 65

Project Specs ................................................................................................................................. 65 Project Catalog Data ...................................................................................................................... 65 Properties ....................................................................................................................................... 65

Appendix Property Descriptions ............................................................................................................. 71 Project Properties.................................................................................................................................. 71

Specification Properties .................................................................................................................. 71 Catalog Properties ................................................................................................................................ 72

Size Tables Properties ................................................................................................................... 73 Material Tables Properties ............................................................................................................. 73 Schedule Tables Properties ........................................................................................................... 74 Thickness Tables Properties .......................................................................................................... 75 EndType Tables Properties ............................................................................................................ 75 Data Table Properties..................................................................................................................... 77

Index ......................................................................................................................................................... 115


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S E C T I O N 1

The CADWorx Catalog and Specification Editor views, edits, and creates specifications andcatalog data loaded with CADWorx. The Spec Editor also imports legacy data, and specs fromall versions of CADWorx.

Your project administrator needs to review and update the catalog (.cat) andproject (.prj) file in the Spec Editor before modeling begins.

Catalog File - Contains all the size, material, schedule, thickness, end type, category, andcomponent data for all the components in CADWorx. This is a .cat file, stored in the Spec folder,and can only be accessed through the Spec Editor. The catalog file works in conjunction withthe project (.prj) file to allow CADWorx to build models.

The areas highlighted in red are referenced throughout this manual. Windows such as theCatalog Data window are referenced by the window name. Please take a moment to getfamiliar with the interface.

Intergraph CADWorx Catalog and

Specification Editor


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Intergraph CADWorx Catalog and Specification Editor


The View tab is explained in View Catalog Tab (on page 41).

Project File - Contains the specifications for CADWorx. These specifications can be updated bychanging the base catalog attached to the project. You can also update the individualcomponents using the edit component dialog box. The project file is used in CADWorx to selectspecifications and sizes when creating a new model.

The areas highlighted in red are referenced throughout this manual. Windows such as theProject Specs window are referenced by the window name. Please take a moment to getfamiliar with the interface. The Component tab is the default tab when, you open the Main SpecList View.


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The View tab is explained in View Project Tab (on page 65).

What's New in Spec EditorVersion 2013 R2 (13.2)

This user's guide was created for the 2013 release of CADWorx. The following changes havebeen added for each subsequent release.

Items added and updated with CADWorx Spec Editor 2013 R2 - January 2013:

Program You can now import AutoCAD Plant 3D catalogs using the Import AutoCAD Plant 3D Data

option. For more information, see Import AutoCAD Plant 3D Data for a catalog (on page 21).

You can now import AutoCAD Plant 3D specifications to a project using the ImportAutoCAD Plant 3D Spec option. For more information, see Import AutoCAD Plant 3DSpecs for a project (on page 57).

You can now review catalog data when updating a project from a catalog with the ReviewUpdate option. You can also use the Review Table Links option on the Catalog panel toreview and update. For more information, see Catalog Panel (on page 60), Update FromCatalog (on page 60), Review Update (on page 61), Review Table Links (on page 61), andReview Table Links Dialog Box (on page 61).

You can now review the catalog data between a catalog and its base catalog by selectingthe Review Table Links option in the right-click menu. For more information, see Edit table

features (on page 20) and Review Table Links Dialog Box (on page 61). You can now setup the short description and tag formats for projects. For more information,

see New Project (on page 14), Short Description Format Dialog Box (on page 66), TagFormat Dialog Box (on page 67), Long, Short, and Tag Format Dialog Boxes (on page 49),Component SD Format (on page 50), Component Tag Format (on page 51), Add single newcomponent to a spec (on page 51), New and Edit Component Pane (on page 47), Add MultiComponent Pane (on page 53), and Add multiple new components to a spec (on page 53). All of these topics have been updated or added to the manual.

You can now include a DAT file when importing legacy catalog data using the Import BySpec option. This associates the DAT file part numbers with related components importedthrough a custom component field named USER_PART_NUMBER. For more information,see Data Table Properties (on page 77), all the components, Edit data table features (onpage 33), and Import By Spec (on page 34).


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Manual

Updated AutoPLANT import location in the manual. There are now separate topics forCatalog and Project to clarify the Use Spec Catalog feature. For more information, see Edittable features (on page 20), Import AutoPLANT Data (on page 20), Edit Project Specsfeatures (on page 55), and Import AutoPLANT Data for a project (on page 55).

Updated the Export Data panel topics. There are now separate topics for Export To TextExcel due to changes in the UI. For more information, see Export Data Panel (on page 63),Export Specification To Text Excel (on page 63), or Export Data Panel (on page 39), ExportTable To Text Excel (on page 40).

Added information on the usage of the Quick Access toolbar. For more information, seeQuick Access Toolbar (on page 11).

Added a right-click menu options topic for the Project Spec Features. For more information,see Edit Project Specs features (on page 55).

Added component images to the Data Tables Properties section. These are new images forR2. For more information, see Data Table Properties (on page 77).

Added endtype images to the EndType Tables Properties section. These are new imagesfor R2. For more information, see EndType Tables Properties (on page 75).

Added a note for how the EndType property works in conjunction with a Data Table. Formore information, see Data Table Properties (on page 77), all the components with endtypes, and New and Edit Component Pane (on page 47).

Items added and updated with CADWorx Spec Editor 2013 R1 - July 2012:

Program

You can now import AutoPlant specification and data using the Import AutoPLANT Data option. For more information, see Import AutoPLANT Data (on page 20).

You can now export data to an Excel or text document with the Export to Text Excel. Formore information, see Export Data Panel (on page 39) and Export Table To Text Excel (onpage 40).

You now can find and replace text in a project with the Find and Replace option. For moreinformation, see Editing Panel (on page 63) and Find and Replace (on page 63).

You can now right-click in the Main List View and import legacy catalogs from a spec or datafile, export to text or Excel, or Import AutoPLANT Data. For more information, see Edittable features (on page 20).

Manual

The ETS Description has been updated with more detailed information. For moreinformation, see Common Component Properties (on page 78).

The Schedule table properties has been updated with more detailed information. For moreinformation, see Schedule Tables Properties (on page 74).

The Gaskets, Bolts, and Welds section has been updated with more detailed information.

Each section is broken down into its own section and bolts has had new properties added.For more information, see Gaskets/Bolts/Welds (on page 89).


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KeywordsKeywords can be used in specification descriptions that allow information to be automaticallyinserted during placement of a component. Keywords can be used anywhere within the Tag,

Short Description, and Long Description fields. Keywords can also be used in the Index Codedata file.

Keywords are:

MAIN

RED

SPEC

MAINTHK

REDTHK

LENGTH

BORE

MAINACT

REDACT

TAG

MAINDEC

REDDEC

MAINACTDEC

REDACTDEC

PIPETHK

PIPETHKRED

LINENUM

SPECINFONOMINALRATING

SPECINFOTEMPERATURE

SPECINFOPRESSURE

SPECINFOFLANGEFACE SPECINFOPIPINGMATERIAL

SPECINFOFORGINGMATERIAL

SPECINFOFITTINGMATERIAL

SPECINFOGASKETMATERIAL

SPECINFOSTUDMATERIAL

SPECINFOBOLTMATERIAL

CWDBCODE

The keywords {BORE}, {PIPETHK} and {PIPETHKRED} are calculated from the pipe data file inthe specification instead of the component's data file. For example, for a 4"x1" reducer,{PIPETHK} would get the values from the 4" pipe data file as listed in the specification.{PIPETHKRED} would get values from the 1" pipe data file. A 4"x1" reducer with {MAINTHK} or

{REDTHK} would get the keyword values from the reducer data file as listed in the specification.Olet data files do not have any thickness values listed. Olet {MAINTHK} or {REDTHK} valuesare always read from the appropriate pipe data file.

The {BORE} keyword is a calculation of the inside diameter of the main pipe size. It is calculatedusing the following formula: {BORE} = [ (Pipe Outside Diameter of Main Size) - (2*Pipe WallThickness of Main Size) ].

Some ways in which keywords can be used are below:


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PIPE, {MAIN} {MAINTHK}" API-5L GR.B DSAW, PSL2

FLANGE, {MAIN} ANSI 150 RFWN {BORE}" BORE ASTM A105, ASME B16.5

NIPPLE, PIPE {MAIN} x {LENGTH} XS ASTM A106 GR.B

WELDOLET, {MAIN} {MAINTHK}" x {RED} {REDTHK}" ASTM A105, ASME B31.8

VALVE, PLUG {MAIN} ANSI 150 WE API 6D TWT {PIPETHK}" API-5L GR.B PIPE REG

PAT LO GASKET, INSULATING KIT {MAIN} ANSI 600, RF, B={BORE}, PIKOTEK VCS WITH ZINC

PLATED WASHERS, GRE INSULATING WASHERS AND SLEEVES

BOLT, STUD {MAIN} x {LENGTH} ALLOY STEEL ASTM A193 CL 2A GR B7 W/2 HEXNUTS ASTM A194 CL 2B GR 2H (FOR {MAINDEC}" 150# FLG.)

User Defined Keywords:

User defined keywords are now associated with user defined columns in side Spec Editor andcan be created in catalog tables and projects by Custom Data in Properties..

Keyword Formatting:

The numeric values are formatted based on the SystemMeasure. The tables below explain thedifferent formatting for each of the keywords. The AlphaSizeControl is read from the current

configuration file.

Keyword SystemMeasure - English/Inch

MAIN, RED AlphaSizeControl

MAINACT, REDACT AlphaSizeControl

MAINDEC, REDDEC Always 3 decimal places

MAINACTDEC,REDACTDEC

Always 3 decimal places

MAINTHK, REDTHK Always 3 decimal places

BORE, PIPETHK,PIPETHKRED Always 3 decimal places

LENGTH Based on DIMLUNIT,DIMDEC, DIMLFAC

SPEC Specification filename withoutextension

Keyword SystemMeasure - English/Inch


MAINACT, REDACT LUPREC and DIMZIN control

number of decimals


MAINACTDEC,REDACTDEC




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BORE, PIPETHK,PIPETHKRED




Keyword SystemMeasure -Metric/Metric


MAINACT, REDACT AlphaSizeControl


MAINACTDEC,

REDACTDEC



BORE, PIPETHK,PIPETHKRED




Quick Access Toolbar

The Quick Access toolbar is located in the upper left-hand corner next to File .

Main tools available

Open - Opens the Open File dialog box and allows you to select a file to open.

Save - Saves the project or catalog that you are currently working in.

Undo - Undoes the work you previously did in case you made a mistake.

Redo - Redoes the work you just did in case you changed your mind and wanted theinformation back.

About - Displays the About box, which displays information about your copy of thesoftware, including version number and the copyright, legal, and licensing notices.

Customize Quick Access Toolbar - Enables you to add other features to the QuickAccess Toolbar.

Customize Quick Access Toolbar features

New Catalog - Starts a new catalog.

New Project - Starts a new project.


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More Commands - Allows you to add commands in the Spec Editor to the Quick Accesstoolbar with the Customize dialog box.

Show Below the Ribbon - Moves the Quick Access toolbar below the ribbon.

Minimize the Ribbon - Minimizes the ribbon.

Status BarLocated at the bottom of the Spec Editor, displaying the word Ready and whether the caps lock(CAP), number lock (NUM), and scroll lock (SCRL) are on. There is no command for this bar.

HelpClick the question mark in the upper right corner of the Spec Editor to open the help file.

Help - Displays the help file.


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S E C T I O N 2

The File menu commands are used to create, save, and open catalogs and projects inthe specification editor.

New Catalog - Creates a new catalog. For moreinformation, see New Catalog (on page 13).

New Project - Creates a new project. For more information,see New Project (on page 14).

Open - Opens previously created projects or catalogs. Formore information, see Open (on page 15).

Save - Saves current project or catalog. For moreinformation, see Save (on page 15).

Save As - Saves current project or catalog with a newname. For more information, see Save As (on page 16).

Recent Files - Opens recently opened files. For moreinformation, see Recent Files (on page 16).

About - Displays information about the Spec Editor. Formore information, see About.

Exit Spec Editor - Exits the Spec Editor. For moreinformation, see Exit Spec Editor (on page 16).

New Catalog

CADWorx Spec Editor File: New Catalog

Creates a new catalog with a specific layout for sizes, thicknesses, materials, schedules, endtypes, and components for a customer.

Name - Specifies the name of the new catalog.

Type - Specifies the type of catalog. The following catalog options are available:

Company Catalog - Builds a catalog for a specific company.

Global Catalog - Builds a catalog for an entire industry. This catalog is the basecatalog. Global catalogs are used when an entire industry, such as the oil industry, has

all the same information. Industry Catalog - Builds a catalog for a specific industry.

Base Catalog - Specifies the catalog that this new catalog pulls its information from.

Description - Specifies the description of the catalog.

Location - Specifies the folder where this catalog is saved.

File


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File


Units - Specifies the units of measure that are to be used in this catalog. The following unitoptions are available:

Metric/Metric - Uses the metric system with metric input.

English/Inch - Uses the imperial system with nominal inch input.

Metric/Inch - Uses the metric system with nominal inch input.

1. Click File > New Catalog .

The New Catalog dialog box displays.

2. Type the name of the catalog in the Name box.

3. Select a catalog type from the Type list: Company Catalog, Global Catalog, or IndustryCatalog.

4. For a company or industry catalog, click the Base Catalog ellipsis, select the necessarybase catalog, and then click OK. For global catalogs, skip to step 5. Global Catalogs are thebase catalog.

5. Type a description of the catalog in the Description box.

6. Define the location to save the new catalog. Click the Location ellipsis, select the necessarybase catalog, and then click OK.

7. Select a unit type from the Units list: English/Inch, Metric/Inch, or Metric/Metric.

The base catalog you select must use the same units you specify in the Units list.

8. Click OK to create the new catalog.

The catalog list is created and displays under Catalog Data on the left side of the speceditor, in the Main List View .

New Project

CADWorx Spec Editor File: New Project

Creates a new project enabling you to design specifications for companies or customers.Name - Specifies the name of the project.

Default Catalog - Specifies a default catalog to attach to the project.

BOM type - Specifies the Bill of Material (BOM) type for the project. There are four materialtypes: Fabrication, Erection, Offshore, and Miscellaneous.

Long Desc Format - Specifies the long description format for the project. For more information,see Long Description Format Dialog Box (on page 66).

Part Number Format - Specifies the part number format for the project. For more information,see Part Number Format Dialog Box (on page 68).

Short Desc Format - Specifies the short description format for the project. For moreinformation, see Short Description Format Dialog Box (on page 66).

Tag Format - Specifies the tag format for the project. For more information, see Tag Format

Dialog Box (on page 67).

Description - Specifies the description of the project.

Location - Specifies the folder where this project is saved.


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File


1. Click File > New Project .

The New Project dialog box displays.

2. Type the name of the project in the Name box.

3. Click the Default Catalog ellipsis, select the necessary catalog, and then click Open.

4. Select the Bill of Material type from the BOM type list.

5. Click Long Desc Format, edit the long description format, and then click OK. For moreinformation, see Long Description Format Dialog Box (on page 66).

6. Click Part Number Format, edit the part number format, and then click OK. For moreinformation, see Part Number Format Dialog Box (on page 68).

7. Click Short Desc Format, edit the short description format, and then click OK. For moreinformation, see Short Description Format Dialog Box (on page 66).

8. Click Tag Format, edit the tag format, and then click OK. For more information, see TagFormat Dialog Box (on page 67).

9. Type a description of the project in the Description box.

10. Click the Location ellipsis to browse, select a location to save the new project, and then

click OK.11. Click OK to create the project.

The project is created and displays under Project Specs on the left side of the Spec Editor,in the Main List View.

Open

CADWorx Spec Editor File: Open

Opens an existing project or catalog.

1. Click File > Open .2. Select the project or catalog to open, and then click Open.

If prompted to update the project from the base catalog, select Yes or No. SelectingYes updates the project from the base catalog. Selecting No does not update the projectfrom the base catalog. This prompt only happens when you have made a change to thebase catalog.

The project or catalog opens for editing.

Save

CADWorx Spec Editor File: Save

Saves the catalog or project changes. This command is only available if you make changes to aproduct or catalog.

Click File > Save .

The project or catalog is saved with the defined file name and location.


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File


Save As

CADWorx Spec Editor File: Save As

Saves the catalog or project, but gives you the option to name or rename the file, and where the

file is saved.

1. Click File > Save As .

2. Select a file location.

3. Type a file name, and then click Save.

The catalog or project is saved with the new name or new location.

Recent FilesCADWorx Spec Editor File: Recent Files

Provides a list of previously opened files. This command enables you to reopen files you have

previously worked with. Click File, and then select a Recent Files from the list.

The selected file opens.

AboutCADWorx Spec Editor File: About

Displays the version and copyright date for the CADWorx Spec Editor.

Exit Spec Editor

CADWorx Spec Editor File: Exit Spec Editor

Exits the software.

Click File, and then click Exit Spec Editor .

If prompted to Save File, select Yes, No, or Cancel.

The Spec Editor closes.


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S E C T I O N 3

Gives you access to the features in an open catalog.

Clipboard - Enables you to edit the fields within the SpecEditor. For more information, see Clipboard Panel (on page17).

Add Table - Enables you to add tables to a catalog. Formore information, see Add Table Panel (on page 19).

Legacy Catalog Data - Enables you to import legacy data.For more information, see Legacy Catalog Data Panel (onpage 34).

Transfer Data - Enables you to transfer project or catalog

data. For more information, see Transfer Data Panel (onpage 37).

Export Data Panel - Enables you to export data to either atext document or an Excel document. For more information,see Export Data Panel (on page 39).

Clipboard PanelCADWorx Spec Editor Home tab: Clipboard

Paste - Pastes text from the clipboard into the project orcatalog. For more information, see Paste (on page 17).

Copy - Copies highlighted text from the project or catalogtext areas to the clipboard. For more information, see Copy (on page 18).

Cut - Cuts highlighted text from the project or catalog textareas and places it on the clipboard. For more information,see Cut (on page 18).

Paste

CADWorx Spec Editor Home tab: Clipboard > Paste

Keyboard: CTRL+V

Pastes text into the project or catalog after using Cut (on page 18) or Copy (on page 18).

Right-click the row where you want the text, and then select Paste. Alternatively, click the

Home tab, and then click Paste on the Clipboard panel.

Home Catalog Tab


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Home Catalog Tab


Copy

CADWorx Spec Editor Home tab: Clipboard > Copy

Keyboard: CTRL+C

Copies highlighted text from the project or catalog. Use Paste (on page 17) to place copied text.

Highlight the text to be copied, right-click it, and then select Copy. Alternatively, click theHome tab, and then click Copy on the Clipboard panel.

Right click Copy in Catalog Data

Copies a selected table to Catalog Data.

Select a table to copy, right click it, and then select Copy.

The table pastes below the previous table.

This only works on the tables themselves and not on the table folders.

Right click Copy in Project Specs

Copies a selected specification to Project Specs.

Select a specification to copy, right click it, and then select Copy.

The specification pastes at the end of the list of specifications.

Copy information from Branch Table to another branch table.

Copies a selected range of rows and columns from one branch table and enables you to paste itto another branch table.

1. Select the range of rows and columns you want to copy, and then click Copy on theClipboard panel.

2. Open the specification within the same project or a different project, and then select theBranch tab.

3. Select the rows and columns where you want to paste the information, and then click Paste

on the Clipboard panel. Alternatively, you can use CTRL-V on the keyboard to pastethe information in the branch table.

The branch table information pastes in the rows and columns selected.

Cut

CADWorx Spec Editor Home tab: Clipboard > Cut

Keyboard: CTRL+X

Cuts highlighted text from the project or catalog. Use Paste (on page 17) to place cut text.

Highlight the text to be cut, right-click it, and then select Cut. Alternatively, click the Home

tab, and then click Cut on the Clipboard panel.

Other Editing FeaturesThese features can be used throughout the Spec Editor, but are not located on the Clipboard panel.


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Home Catalog Tab


UndoUndoes a change in the project or catalog.

Right-click the row in properties, and then select Undo. Undo is only available byright-clicking when in the Properties window, otherwise you must use the keyboard control.

Spec Editor supports Undo using CTRL+Z. Undo is not available on the Clipboard panel.

Remove RowRemoves rows from the table.

Right-click the row to be removed, and then select Remove Row.

Remove Row is only available by right-clicking on a row and is unavailable on theClipboard panel.

Add Table PanelCADWorx Spec Editor Home tab: Add Table

Enables you to create the information for a catalog. All options are disabled until you start a newcatalog or open an existing catalog.

The first row of each table must be filled out for the program to function properly.

Size Table - Adds a new size table file to the Size Tables folder in Catalog Data. For more information, see SizeTable (on page 22).

Material Table - Adds a new material table file to theMaterial Tables folder in Catalog Data. For moreinformation, see Material Table (on page 24).

Schedule Table - Adds a new schedule table file to theSchedule Tables folder in Catalog Data. For moreinformation, see Schedule Table (on page 25).

Thickness Table - Adds a new thickness table file to theThickness Tables folder in Catalog Data. For moreinformation, see Thickness Table (on page 27).

End Type Table - Adds a new endtype table file to the EndType Tables folder in Catalog Data. For more information,see EndType Table (on page 28).

Category Table - Adds a new category to the Data Tables folder in Catalog Data. For more information, see CategoryTable (on page 30).

Data Table - Adds a data table file to a Data Tables selected category in Catalog Data. For more information,see Data Table (on page 30).


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Home Catalog Tab


Edit table features

Right-click Menu

Import CADWorx Legacy Catalog From Spec File - Imports legacy data from a specification.

For more information, see Import By Spec (on page 34).Import CADWorx Legacy Catalog From Data File - Imports legacy data from a data file. Formore information, see Import From Data File (on page 35).

Import AutoPLANT Data - Imports data from AutoPLANT for use in CADWorx. For moreinformation, see Import AutoPLANT Data (on page 20).

Import AutoCAD Plant 3D Data - Imports data from AutoCAD Plant 3D for use in CADWorx.For more information, see Import AutoCAD Plant 3D Data for a catalog (on page 21).

Remove All Tables - Removes all of the tables from the selected table type folder.

Open - Displays the selected component in the Main Table List View.

Copy - See Copy (on page 18).

Remove - Removes the selected component from the table list.

Rename - Renames the selected component. Select the component to be renamed, and thenenter a new name.

Expand - Expands the selected list.

Collapse - Collapses the selected list.

Expand All - Expands all the table lists.

Collapse All - Collapses all the table lists.

Properties - Displays the Properties view.

Export To Text Excel- Exports data to a text document or Excel document. For moreinformation, see Export Table To Text Excel (on page 40).

Add to base catalog - Adds the selected table file to the base catalog.

Commit to Base Catalog - Commits the changes to the table in the base catalog.

Update from Base Catalog - Updates the selected table with changes made to the basecatalog.

Review Table Links - Enables you to check and change the details of the catalog from the basecatalog. For more information, see Review Table Links Dialog Box (on page 61).

Import AutoPLANT Data

Right-click on the catalog in the Main List View and select Import AutoPLANT Data.

Imports data from an AutoPLANT catalog.

Import - Imports the AutoPLANT data.

Close - Closes the Import AutoPLANT Catalog Data dialog box.

Help - Displays the online help.

AutoPLANT Data

File Path - Specifies the location of the AutoPLANT data.

Tables - Specifies the AutoPLANT Data tables.


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CADWorx Components

Program Code - Displays the program code associated with the AutoPLANT data.

Short Description - Displays a short description associated with the AutoPLANT data.

Size - Displays the size associated with the component for the AutoPLANT data. Double clickingthe Size box displays a drop down that allows you to select or deselect sizes.

Schedule - Displays the schedule for the program code for the AutoPLANT component. Doubleclicking the Schedule box displays a drop down that allows you to select or deselect scheduledata.

Rating - Displays the rating of the program code for the AutoPLANT component. Double clickingthe Rating box displays a drop down that allows you to select or deselect rating data.

Select / deselect all - Selects and deselects all check boxes in the CADWorx Components box.

1. Right-click on the catalog in the Main List View and select Import AutoPLANT Data.

The Import Au toPLANT Catalog Data dialog box displays.

2. Click the File Path ellipsis under AutoPLANT Data.

The Open dialog box displays.

3. Select the AutoPLANT data for import and click Open.4. Select a table from the Tables list.

5. Select a Program Code by clicking the check box.

You can use the Select / deselect all check box to select all the program codes underCADWorx Components.

You can also change the Size, Schedule, or Rating by double clicking the boxes undereach heading.

6. Click Import.

7. Click OK.

You can view a log file of the details for the conversion by clicking View Log File.

Imports the AutoPLANT data.

Import AutoCAD Plant 3D Data for a catalog

Right-click the catalog in the Main List View, and select Import AutoCAD Plant 3D Data.

Imports data from an AutoCAD Plant 3D catalog.

Import - Imports the AutoCAD Plant 3D data.

Close - Closes the Import AutoCAD Plant 3D Catalog Data dialog box.

Help - Displays the online help.

AutoCAD Plant 3D Data

File Path - Specifies the location of the AutoPLANT data.Source Unit - Specifies the source unit being used for the import. The unit of the target catalogis the only unit available and when the Plant 3D catalog is selected the Source Unit listbecomes unavailable. If there are no components related to the Source Unit in the catalog youselect, then the CADWorx Components box remains empty.


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CADWorx Components

Component Type - Displays a list of the components in the AutoCAD Plant data.

Long Description - Displays a long description associated with the AutoCAD Plant data.

Select / deselect all - Selects and deselects all check boxes in the CADWorx Components box.

Right-click Menu

Check group - Enables you to check a component group under Component Type withoutexpanding the group.

Uncheck group - Enables you to uncheck a component group under Component Type withoutexpanding the group.

Expand all groups - Enables you to expand all the groups without having to select the plussign.

Collapse all groups - Enables you to collapse all the groups without having to select the plussign.

1. Right-click the catalog in the Main List View, and select Import AutoCAD Plant 3D Data.

The Import A utoCAD Plant 3D Catalog Data dialog box displays.2. Click the File Path ellipsis under AutoCAD Plant 3D Data.


3. Select the AutoCAD Plant data for import, and click Open.

4. Click the plus sign to expand the Component Type, and then click the check box for thecomponent you want to add.

You can use the Select / deselect all check box to select all the groups underCADWorx Components.

5. Click Import.

6. Click OK.

You can view a log file of the details for the conversion by clicking View Log File.

CADWorx imports the AutoCAD Plant 3D catalog.

Size Table

CADWorx Spec Editor Home tab: Add Table > Size Table

Adds a new size table file to the Size Tables folder in Catalog Data. The size table records thenominal size and outside diameter (OD) data for all the components used with CADWorx. Youcan use this command to create different size tables for use in CADWorx.

Name - Specifies the table name. There are no restrictions to what you can name the table.

Description - Specifies the description of the table. There are no restrictions to how you candescribe the table.

Default Part Number - Specifies the default part number for the table. This can be changed.Current Units - Specifies the unit of measure for the size table. This cannot be changed.


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Size Table Fields

NOM - Specifies the nominal size of the component.

OD - Specifies the outside diameter and the actual size of the component.

Description - Specifies the size description of the component.

PTN - Specifies the part number of the size.

What do you want to do?

Add a new size table (on page 23)

Edit size table (on page 24)

Add a new size table

1. Click the Home tab, and then click Size Table on the Add Table panel. Alternatively,

right-click Size Tables in Catalog Data, and then select Add Size Table .The New Size Table dialog box displays.

2. Type the name of the table in the Name box.

3. Type the description of the table in the Description box.

4. Change or accept the Default Part Number .

The Current Units box should already contain the units currently associated with theopen catalog. You should not be able to change the contents of this box.

5. Click OK.

The new size table displays in the Main Table List View with the description you typed at thetop left. The size table is also added to Catalog Data under the Size Tables folder.

6. Click File > Save to save the changes to the catalog.

Add Standard Size

1. Right-click in the Main Table List View, and then click Add Standard Size. For mainsizeinstead of standard size, see Add MAINSIZE (on page 29).

The Select size from tem plate dialog box displays.

No standard sizes can be added if all standard sizes are already included in theselected size table.

2. Select the sizes that you need to add, and then click OK.

Use the Select / deselect all check box to select or deselect all sizes.

The sizes selected are displayed in the Main Table List View.


Add New Size

1. Right-click the Main Table List View, and then click Add New Size.

An empty box is displayed with the options to enter NOM, OD, DESCRIPTION, and PTN .

2. Type the necessary information in each box, pressing the TAB key to navigate to the nextbox.



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Edit size table

1. Select the size table file under Size Tables in Catalog Data.

The table displays to the right of the Catalog Data in the Main Table List View .

2. Select a row or box to edit.

3. Enter the changes, or right-click the table and use Remove Row, Cut, Copy, or Paste toedit.

The change is made.


See AlsoRemove Row (on page 19) Cut (on page 18) Copy (on page 18) Paste (on page 17)

Material Table

CADWorx Spec Editor Home tab: Add Table > Material Table .

Adds a new material table file to the Material Tables folder in Catalog Data. The material tablerecords the specs data for all the components used with CADWorx. You can use this commandto create different material tables for use in CADWorx.


Description - Specifies the description of the table. There are no description restrictions.

Material Table Fields

Spec - Specifies the material.

Grade - Specifies the material grade.

Composition - Specifies the material composition.

Density - Specifies the material density.

Comptypes - Specifies the applicable component types.

PTN - Specifies the part number of the material.

Add a new material table

1. Click the Home tab, and then click Material Table on the Add Table panel. Alternatively, right-click Material Tables in Catalog Data, and then select Add Material

Table .The New Material Table dialog box displays.



4. Click OK.

The new material table displays in the Main Table List View with the description you typed atthe top left, and is also added to Catalog Data under the Material Tables folder.


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Insert Row

1. Right-click the Main Table List View, and then click Insert Row.

An empty box is displayed with the options to enter SPEC , GRADE , COMPOSITION ,

COMPTYPES , DENSITY , and PTN .2. Type the information in each box, pressing the TAB key to navigate to the next box.


Edit material table

1. Select the material table file under Material Tables in Catalog Data.

The table displays to the right of Catalog Data in the Main Table List View.


3. Enter the change, or right-click the table and use Remove Row, Cut, Copy, or Paste toedit.

The change is made.



Schedule Table

CADWorx Spec Editor Home tab: Add Table > Schedule Table

Adds a new schedule table file to the Schedule Tables folder in Catalog Data. The schedule

table records the schedule data for all components used with CADWorx. You can use thiscommand to create different schedule tables for use in CADWorx.


Default Part Number - Specifies the default part number for the table. This can be changed.


Schedule Table Fields

SCH - Specifies the schedule for the component.

PTN - Specifies the part number for the component.


Add a new schedule table (on page 26)

Edit schedule table (on page 26)


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Add a new schedule table

1. Click the Home tab, and then click Schedule Table on the Add Table panel. Alternatively, right-click Schedule Tables in Catalog Data, and then select Add Schedule

Table .

The New Schedule Table dialog box displays.


3. Change or accept the Default Part Number .


5. Click OK.

The new schedule table displays in the Main Table List View with the description you typedin at the top left. The new schedule is also added to Catalog Data under the ScheduleTables folder.


Add Schedule Adds a schedule to the Schedule Table file in the Main Table List View.

Standard Items - Specifies the types of schedules you can add.

Selected Items - Specifies the types of schedules you have added.

1. Right-click the Main Table List View, and then click Add Schedule.

The Ad d Schedule I tems dialog box displays.

2. Select a schedule item from the Standard Items list, and then click the Add arrow to addthe item to the Selected Items list.

You can select multiple items by holding the SHIFT or CTRL key down, and then

selecting multiple items. Also, you can add new items by clicking New or delete an

added item by clicking Delete . To move an item up and down in the list, simply select it

and use the Up and Down arrows to the side.3. When all the items are added, click OK.

The schedule items are added to the list.


Edit schedule table1. Select the schedule table file under Schedule Tables in Catalog Data.

The table displays to the right of Catalog Data , in the Main Table List View .



The change is made.4. Click File > Save to save the changes to the catalog.



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Thickness Table

CADWorx Spec Editor Home tab: Add Table > Thickness Table

Adds a new thickness table file to the Thickness Tables folder in Catalog Data. The thickness

table records the thickness data for all the components used with CADWorx. You can use thiscommand to create different thickness tables for use in CADWorx.


Size Table - Specifies the size table attached to the thickness table.

Schedule Table - Specifies the schedule table attached to the thickness table.


Thickness Table Fields

NOM - Specifies the nominal size of the component supplied by the size table.

Other numbers - The other numbers in the thickness table are pulled from the schedule tableand represent the schedule of the thickness.


Add a new thickness table (on page 27)

Edit thickness table (on page 27)

Add a new thickness table

1. Click the Home tab, and then click Thickness Table on the Add Table panel. Alternatively, right-click Thickness Tables in Catalog Data, and then select Add

Thickness Table .

The Thickn ess Table dialog box displays.


3. Select the size table from the Size Table list.

4. Select the schedule table from the Schedule Table list.


The new thickness table displays in the Main Table List View with the description you typedin at the top left. The thickness table is also added to Catalog Data under the ThicknessTables folder.


The new table brings in all the nominal sizes from the size table, and the schedulenumbers from the schedule table, emphasizing the thickness of each component according to itsschedule.

Edit thickness table

1. Select the thickness table file under Thickness Tables in Catalog Data.

The table displays to the right of Catalog Data, in the Main Table List View .



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3. Enter the change, or right-click the table and use Cut, Copy, or Paste to edit.

The change is made.


Thickness table rows can be removed by removing the associated nominal size inside theassociated size table.

See AlsoCut (on page 18) Copy (on page 18) Paste (on page 17)

End Type Table

CADWorx Spec Editor Home tab: Add Table > End Type Table

Adds a new endtype table file to the EndType Tables folder in Catalog Data. The endtype tablerecords end types data for all the components used with CADWorx. You can use this commandto create different endtype tables for use in CADWorx.

Name - Specifies the table name. There are no restrictions to what you can name the table.Type - Specifies the end type applied to the table.


Part Number - Specifies the part number assigned to the table.


EndType Table Fields

Mainsize - Specifies the main size of the component.

OAL - Specifies the overall length.

FLGTBL - Specifies the flange table.

FACELEN - Specifies the face length.

CFD - Specifies the connection face diameter.FFD - Specifies the face diameter.

CHD - Specifies the connection hub diameter.

FHD - Specifies the face hub diameter.

PENGLEN - Specifies the pipe engagement length.

CPENGD - Specifies the connection pipe engagement diameter.

FPENGD - Specifies the face pipe engagement diameter.

For more information, see EndType Tables folder (on page 42).


Add a new endtype table (on page 29) Edit endtype table (on page 29)


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Add a new endtype table

1. Click the Home tab, and then click EndType Table on the Add Table panel. Alternatively, right-click EndType Tables in Catalog Data, and then select Add EndType

Table .The New EndType Table dialog box displays.

2. Type the name of the new table in the Name box.

3. Select the end type from the Type list.

4. Select the size table from the Size Table list.

Clicking the Size Table ellipsis enables you to select the main size(s) for this endtypetable. Alternatively, use Add MAINSIZE in the Main Table List View.

5. Type a part number in the Part Number box.


7. Click OK.

The new endtype table displays in the Main Table List View with the description you typed inat the top left. The endtype table is also added to Catalog Data under the EndTyp e Tablesfolder.


Add MAINSIZE1. Right-click the Main Table List View, and then click Add MAINSIZE.

The Select size dialog box displays.

2. Select the sizes to add, and then click OK.

Use the Select / deselect all check box to select or deselect all sizes.

The sizes selected are displayed in the Main Table List View.


Add New MAINSIZE1. Right-click the Main Table List View, and then click Add New MAINSIZE.

An empty box is displayed.

2. Type the information in the applicable columns, using the TAB key to navigate to the nextbox.


Edit endtype table1. Select the end type table file under EndType Tables in Catalog Data.

The table displays to the right of Catalog Data , in the Main Table List View.



The change is made.


For more information, see EndType Tables (on page 44).



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Category Table

CADWorx Spec Editor Home tab: Add Table > Category Table

Adds a new category to the Data Tables folder in Catalog Data. For more information, see Data

Tables folder (on page 42).Category - Specifies the component category to be added.

Description - Specifies the description of the category. There are no description restrictions.

When adding a category, the data tables folder must be either empty or missing acategory. You cannot add multiple categories of the same component type.

1. Click the Home tab, and then click Category Table in the Add Table panel.

Alternatively, right-click Data Tables in Catalog Data, and then select Add Category .

The Add Category dialog box displays.

2. Click the Category list, and then select a category to add.

3. Type a description of the category in the Description box.4. Click OK.

The new category is added to the Data Tables folder in Catalog Data .


Data Table

CADWorx Spec Editor Home tab: Add Table > Data Table

Adds a data table to a Data Tables specific selected category in Catalog Data. This option isonly available when categories have been previously created, and a particular category must beselected. For more information, see Data Tables folder (on page 42).

Name - Specifies the table name. There are no restrictions to what you can name the table.Type - Specifies the end type applied to the table.


Default EndType - Specifies the end type for the table.

Start - Specifies the end type for the start point of the component.

End - Specifies the end type for the end point of the component.

Left - Specifies the end type for the left branch of the component.

Right - Specifies the end type for the right branch of the component.

Part Number - Specifies the part number assigned to the table.


For descriptions of each column and category, see Data Table Properties (on page 77).


Add a new data table (on page 31)

Add new user shape (on page 31)

Add new topworks table (on page 32)

Edit data table features (on page 33)


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Add a new data table

1. Click the (+) sign on the Data Tables folder in Catalog Data.

The Data Tables folder expands displaying the categories.

2. Select a category.

3. Click the Home tab, and then click Data on the Add Tables panel. Alternatively,right-click a category in Data Tables in Catalog Data, and then select Add Data Table

.

The New Data Table dialog box displays.

4. Type the name of the new data table in the Name box.

5. Click the Type list, and then select the type.

The contents of the list depend on the category you chose at the beginning of thesesteps.

6. Click the Size Table list, and then select a size table. Next, click the Size Table ellipsis,

select the sizes to add from the Select Size list, and then click OK.Use the Select / deselect all check box to select or deselect all sizes.

7. To apply the same end type on all ends, click the Apply same end-type on all ends check-box.

8. Click the Start list, and then select a start end type for the component. Click the End, Left, and Right lists, and then select the necessary end types.

9. Type the part number in the Part Number box.

10. Enter a description of the table in the Description box.

11. Click OK.

The new data table appears in the Main Table List View with the name in the upper leftcorner, and is also displayed in Catalog Data under the category you selected at thebeginning of this process.


See Also Add MAINSIZE (on page 29) Add New MAINSIZE (on page 29) Component Tables (on page 44)

Add new user shape

Adds a user shape to the specification.

If Spec Editor is already displayed skip to step 2.

1. Click Start Spec Editor on the spec view palette. Alternatively, click Spec Editor on thedesktop.

The Specif ication Editor software opens.

2. Click File > Open.

The Open Fi le dialog box displays.

3. Select a catalog, and then click Open.

The Catalog Data window displays.


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4. Click the (+) sign on the Data Tables folder.

The Data Tables list displays.

5. Right-click User Shapes, and select Add Data Table .

The New Usershape Table displays.


7. Select a user type in the Type list.

8. Select a size table in the Size Table list.

You can select and clear multiple sizes by clicking the Size Table ellipsis.

9. Select the Reducing Component check box if you want this to be a reducing component.

10. Type the user shape folder name in the Usershape Folder box.

11. Type the part number in the Part Number box.

12. Type the description of the user shape in the Description box.

13. Click OK.

The user shape file appears under the User Shape category in the Data Tables f older , and

also to the right of Catalog Data, in the Main Table List View.14. Click File > Save to save the changes to the catalog.

You can now enter information for the specifics of the user shape that you have added tothis specification catalog. For more information, see Add a new data table in CADWorx SpecEditor User's Guide.

See Also Add MAINSIZE (on page 29) Add New MAINSIZE (on page 29)

Add new topworks table

1. Click the (+) sign on the Data Tables folder in Catalog Data.

The Data Tables file expands displaying the categories.2. Select Topworks.

3. Click the Home tab, and then click Data on the Add Table panel. Alternatively,

right-click Topworks in Catalog Data, and then select Add Data Table .

The New Topw orks Table dialog box displays.

4. Type the name of the new topworks table in the Name box.

5. Click the Type list, and then select the type.

6. Click the Size Table list, and then select a size table. Next, click the Size Table ellipsis,select the sizes to add from the Select Size list, and then click OK.

7. Enter a description of the table in the Description box.8. Click OK.

The new topworks table appears in the Main Table List View with the name of the table inthe upper left corner, and in the Catalog Data under the category you selected in the DataTables folder.



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See Also Add MAINSIZE (on page 29) Add New MAINSIZE (on page 29)

Edit data table features

Right-click Menu

Add User Part Number Column - Automatically adds the User Part Number Column whichcan be used to assign component record-level part numbers (PTN)s to component data.

Remove All Tables - Removes all the data tables from the catalog.

All data tables must be removed, before the endtype tables can be removed.

Open - Displays the selected component in the Main Table List View.


Remove - Removes the selected component from the data table list.

Rename - Renames the selected component. Select the component to be renamed, and thenenter a new name.

Expand - Expands the data table list.Collapse - Collapses the data table list.

Expand All - Expands all the table lists.

Collapse All - Collapses all the table lists.

Properties - Displays the Properties view.

Add to base catalog - Adds the selected table file to the base catalog.

Commit to Base Catalog - Commits the changes to the category to the base catalog.

Update from Base Catalog - Updates the selected category with changes made to the basecatalog.

For more information, see Component Tables (on page 44).

Right-click Menu Main Table List ViewAdd MAINSIZE - Adds a main size. For more information, see Add MAINSIZE (on page 29).

Add New MAINSIZE - Adds a new main size. For more information, see Add New MAINSIZE (on page 29).

Remove Row - See Remove Row (on page 19).

Cut - See Cut (on page 18).


Paste - See Paste (on page 17).

Show Required - Displays the required information.

Show Enhancement - Displays the enhancements.

Show User - Displays the user information.


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Legacy Catalog Data PanelCADWorx Spec Editor Home tab: Legacy Data

Imports legacy data to the Spec Editor. You can import legacy data by Spec or from Data files.

Import By Spec - Imports legacy data from a specification.For more information, see Import By Spec (on page 34) .

Import From Data File - Imports legacy data from a file. Formore information, see Import From Data File (on page 35).

Import By Spec

CADWorx Spec Editor Home tab: Legacy Catalog Data > Import By Spec

Imports legacy data from a specification.

Specification File - Specifies the specification file for import.

Library Folder - Specifies the location for the legacy components folder for import. This must belocated in the legacy CADWorx folders.

Topworks Folder - Specifies the location for the topworks folder for import. This must belocated in the legacy CADWorx folders.

DatabaseCodes File - Specifies the legacy database code DAT file for the import.

Upon import of the DAT file the user field USER_PART_NUMBER is created foreach component data table. This is a unique custom data field which associates partnumbers derived from the DAT file with each component in the new specification importedfrom the legacy specification. You can also specify this custom data field manually to assigncomponent record-level part numbers (PTN)s by right clicking the data table and selectingAdd User Part Number Column. You can also accomplish this by double clickingCustom Data in the Properties pane and creating the USER_PART_NUMBER field exactly

as it is spelled. If you do not select a DatabaseCodes File you receive a message informingyou the the User Part Number field is not going to be created. Click Cancel to go back andadd one or click OK to continue.

Size Table - Specifies the size table for the import.

Data Files - Specifies the imported spec information.

Path - Specifies the path for the legacy spec.

Status - Specifies the status of the imported spec. If Status is Missing then the incorrectLibrary Folder was selected.

Import - Imports the legacy data.

View Log File - Displays the log file for the legacy import.

1. Click the Home tab, and then click Import By Spec on the Legacy Catalog Data panel.

The Import Legacy Data From Spec dialog box displays.

2. Under Source, click the Specification File ellipsis.


3. Select a legacy spec file to import, and then click Open.

The Data Files box fills with the legacy spec data.


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4. Click the Library Folder ellipsis.

The Brows e For Folder dialog box displays.

5. Select the legacy folder that contains the data file for the spec, and then click OK.

6. Click the Topworks Folder ellipsis.


7. Select the legacy folder that contains the topworks data file for the spec, and then click OK.

8. Click the DatabaseCodes File ellipsis.


9. Select the legacy database code DAT file for the import, and then click Open.

If you do not select one you are informed by a message when you click Import andcan either click OK to continue or click Cancel to go back and add one.

The DatabaseCodes File box fills with the DA T file. See the note above for moreinformation.

10. Click the Size Table list, and then select a size table.

11. Select the data files you want to import from the Data Files box, and then click OK. Alternatively, select the Select / deselect all check box to select all legacy data in the Data

Files dialog box.12. Click Import.

You get one of two responses: either No fi les were converted, or [Number] fi leswere conv erted.

13. Click OK on either message you receive.

14. When finished with the import, click Close.


For detailed information about the contents that were, or were not converted, click View LogFile.

You can double click any of the data files in the Data Files dialog box to view its information

in notepad.

Import From Data File

CADWorx Spec Editor Home tab: Legacy Catalog Data > Import From Data File

Imports legacy data from a file.

Add Files - Imports legacy data using chosen files.

Add Folder - Imports legacy data using chosen folders.

Delete - Deletes a selected source from the Source Files box.

Source Files - Specifies the selected files or folders for import.

Converted Files - Specifies the files converted after import.Size Table - Specifies the size table for validation of import.

By Column Count - Specifies all the data file types for each source in the Source File box.

By Column Name - Specifies the data files for the source file you have selected.

Select Data File Type - Specifies the component type for the specification import.

Import - Imports the legacy data.


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View Log File - Displays the log file for the legacy import.

There are two options for importing data from the data files. Use Add Files, or Add Folder ,depending on what kind of data you want to import.

Import using Add Files

1. Click the Home tab, and then click Import From Data File on the Legacy Datapanel.

The Import Leg acy Data From Fi le dialog box displays.

2. Click Add Files .


3. Select a legacy file spec to import, and click Open.

The file displays in the Sourc e Fi les box.

4. Select a source file, and then under Validation, select a size table from the Size Table list.

The data file type displays in the Select Data Fi le Type box.

Selecting By Column Name or By Column Count determines how information is

displayed in the Select Data File Type box. Selecting By Column Count displays all thedata file types for each source in the Source File box. Alternatively, selecting By ColumnName only displays the data files for the source file you have selected. Some selections inSource Files do not have data file information.

5. Select a data file type from the Select Data File Type box.

Only one data file type can be selected at a time. The data file type needs to be setfor each source file listed in the source files box.

6. Click Import.

The converted file displays in the Converted Fi les box.

These steps can be repeated without having to close the dialog box.

7. Click Close when finished.


To see why something was not converted, or what, where, and when it was converted, clickView Log File.

You can double click any of the data files in the Source Files dialog box to view itsinformation in notepad.

Import using Add Folders

1. Click the Home tab, and then click Import From Data File on the Legacy CatalogData panel.

The Import Leg acy Data From Fi le dialog box displays.2. Click Add Folder .


3. Select a legacy folder to import, and then click Open.

The entire folder displays in the Sourc e Fi les box.

4. Select a source file, and then under Validation, select a size table from the Size Table list.


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The data file type displays in the Select Data File Type box.

Selecting By Column Name or By Column Count determines how information isdisplayed in the Select Data File Type box. Selecting By Column Count displays all thedata file types for each source in the Source File box. Alternatively, selecting By ColumnName only displays the data files for the source file you have selected. Some selections inSource Files do not have data file information. If you need to delete a file from Source

Files simply select the file, and then click Delete . The file no longer displays in sourcefiles.

5. Select a data file type from the Select Data File Type box.

Only one data file type can be selected at a time. The data file type needs to be setfor each source file listed in the source files box.

6. Click Import.

The converted file displays in the Converted Fi les box.

These steps can be repeated without having to close the dialog box.

7. Click Close when finished.


To see why something was not converted, or what, where, and when it was converted, clickView Log File.

You can double click any of the data files in the Source Files dialog box to view itsinformation in notepad.

Transfer Data PanelCADWorx Spec Editor Home tab: Transfer Data

Enables you to transfer data from one catalog to another catalog, or from one project to anotherproject.

Catalog Data - Copies data from one catalog to anothercatalog. For example, the source catalog data can be copiedto the target catalog. For more information, see CatalogData (on page 37).

Project Data - Copies data from one project to anotherproject. For example, the source project data can be copiedto the target project. For more information, see Project Data (on page 38).

Catalog Data

CADWorx Spec Editor Home tab: Transfer Data > Catalog Data

Copies data from one catalog to another catalog. For example, the source catalog data can becopied to the target catalog.

Source - Specifies where the information to be transferred comes from.

Target - Specifies where the information is transferred.


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Home Catalog Tab


1. Click the Home tab, and then click Catalog Data on the Transfer Data panel.

Data transfers for projects and catalogs can be conducted while working in a catalogor a project.

The Would yo u l ike to use th e current catalog for target? dialog box displays.

This only displays when you have a catalog open.

2. Select Yes to use the current catalog.

OR

Select No to use a different catalog.

The Transfer Catalog Data dialog box displays.

3. Click Open next to the small Source box.


4. Select a catalog to copy data from, and then click Open.

The data displays in the large and small Source boxes.

5. Select New to transfer to a new catalog.

The New Catalog dialog box.Complete using the information in New Catalog (on page 13).

OR

Select Open , next to the small Target box, to transfer to an existing cata

Documents

CadWorx Spec Editor Users Guide