Setting up naming conventions and rules

Create an Import PMI Rule to process the imported PMI

Import PMI Rules process the product and manufacturing information (PMI) from a part’s 3D or 2D data to create Quality Characteristics based on naming conventions. In the Import PMI Rule, you can create multiple conditions based on the attributes of the PMI. You must also define a default naming convention for creating Quality Characteristics. The default naming convention is used when any of the Import PMI Rule conditions are not met.

By default, you can use the available attributes of PMIs from

BCT Inspector

to create conditions in the Import PMI Rule. An active Import PMI Rule is available after installing

Control and Inspection Planning

. This Import PMI Rule has a default naming convention for creating

Variable

Quality Characteristics.

Additionally, a condition is added to this rule to set the Naming Convention to Annotation_Group if the Measuring Size of the PMI, that is, according to the BCT Inspector documentation, is between 300 and 350. Typically, the annotation text of the PMI falls within the range of 300 to 350, and the annotation text describes the type of dimension being imported, such as diameter or surface finish.

The following video shows how to define the conditions of an Import PMI Rule.

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 Import PMI Rules.
Choose More Commands

New Add Import PMI Rule.

In the Name box, type a name for the rule.
In the Description box, describe the rule, and click Add.
Select the required Import PMI Rule, and choose More Commands

Edit > Start Edit.

(Optional) In the Properties section, update the Name and Description of the Import PMI Rule.
From the Default Naming Convention list, select the default naming convention of the Import PMI Rule.
To activate an Import PMI Rule, select the Active check box.

The active Import PMI Rule moves to the top of the list of Import PMI Rules. A green check mark indicates that the Import PMI Rule is active. Note

You must specify a Default Naming Convention for the Import PMI Rule before activating the Import PMI Rule.

You can have only one active rule at a time.

Choose More Commands

Edit > Save Edits.

In the Rule Builder section, define the conditions that evaluate the imported PMI and generate Quality Characteristics for the PMI. Click Add Expression and do the following:

From the Naming Convention list, select the naming convention to be applied to the condition.

From the Attribute list, select the attribute to be evaluated by the condition.

From the Relation list, select the operator to be used to evaluate the condition.

From the Value list, enter the value to be evaluated by the condition.

Click Add.

To add additional attributes to be evaluated by the condition, do the following:

Select the condition and click Add Expression. From the Operator list, select one of the following:

AND: The imported PMI must match the values specified in both attributes for the condition to be met.

OR: The imported PMI must match the values specified in one of the attributes for the condition to be met.

From the Attribute list, select the attribute to be evaluated by the condition. From the Relation list, select the operator to be used to evaluate the condition. From the Value list, enter the value to be evaluated by the condition.
Click Add.

Repeat the above steps until you add all the required conditions.

Tip The conditions are solved sequentially. If you are building a complex condition, break the condition into smaller conditions to avoid errors.

To change the AND or the OR operator for an attribute in a condition, select it and click Toggle Operator.

To rearrange the attributes in a condition or to rearrange a condition in the list of conditions, select an item and click Move Up or Move Down .

To remove an attribute or a condition, select it and click Delete .

To delete all conditions in the Rule Builder section, click Delete All , and click Delete All in the confirmation message.