Setting up naming conventions and rules

Create a naming convention to organize the Quality Characteristics generated from imported PMI

Naming conventions are used to organize the Quality Characteristics and Characteristic Groups that are generated when you import product and manufacturing information (PMI) from a part. The naming pattern in the naming convention is based on the attributes of the Quality Characteristics. These Quality Characteristics are generated and added to a Characteristic Group, whose Characteristic Type and name you define in the naming convention in the Quality Master Data library. The name of the Characteristic Group is a combination of the attributes and the delimiter defined in the naming convention.

By default, the following naming conventions are available:

Characteristic Type	Preview of the Characteristic Group name	Preview of the Quality Characteristic name
Variable	Annotation_Group	{{Description}}
Variable	{{Dimension Type}}_Group	{{Dimension Type}}{{Nominal Value}}{{Upper Tolerance}}_{{Lower Tolerance}}
Attributive	Attributive_Group	Attributive_{{Description}}
Visual	Visual_Group	Visual_{{Description}}

The following video shows how to create a naming convention.

Procedure

From Launcher, click Quality Master Data.

If this option is unavailable, search for it. You can pin it from the search results for future access.

In the Quality Master Data location, click the Characteristics Library page.
In the left pane, click Characteristics and Rule Engine in the work area toolbar.
In the Characteristics and Rule Engine panel, click Naming Conventions.
Choose More Commands

New Add Naming Convention.

In the Name box, type a name for the naming convention.
In the Description box, describe the naming convention, and click Add.
Select the naming convention you have created, and choose More Commands

Edit > Start Edit.

In the Characteristic Group Name Definition section, select the Characteristic Type and define the name of the Characteristic Group by selecting the appropriate attributes and delimiter.

From the Characteristic Type list, select the type of the naming convention's Characteristic Group.

From the Attributes list, select the attributes of the naming convention's Characteristic Group.

You can add multiple attributes and static labels to uniquely identify the naming convention's Characteristic Group. A static label helps you to define a naming convention that is unique to your organization. Example Use the Dimension Type attribute to create a group based on the dimension properties, such as height, length, width, radius, or diameter.

To add static text, type the static text and press Enter, or click outside the editing box.

To rearrange the attributes, do the following:

Choose More

Reorder. Select an attribute and click Move Up or Move Down . When finished rearranging the attributes, click Done.

As you make changes to the attributes, these changes are simultaneously updated and displayed in the Name Preview section. When you select attributes from the Attributes list, this section displays the attributes in double curly braces, for example, {{Dimension Type}}. The added static text appears without the double curly braces, for example, Group Name.

Click Remove to remove a selected attribute.

From the Delimiter list, select the delimiter to be used to separate the attributes of the naming convention's Characteristic Group.

In the Characteristic Name Definition section, define the Characteristic Name by selecting the appropriate attributes and delimiter.

From the Attributes list, select the attributes of the naming convention's Characteristic Name.

You can add multiple attributes, and also add a static label to uniquely identify the naming convention's Characteristic Name. A static label helps you define a naming convention's Characteristic Name that is unique to your organization.

To add static text, type the static text and press Enter, or click outside the editing box.

To rearrange the attributes, do the following:

Choose More

Reorder. Select an attribute and click Move Up or Move Down . After you complete rearranging the attributes, click Done.

Click Remove to remove a selected attribute.

From the Delimiter list, select the delimiter to be used to separate the attributes of the naming convention's Characteristic Name.

(Optional) In the Additional Properties section, update the Name and Description of the naming convention.
Choose More Commands

Edit > Save Edits.