Making Customizations in the SOLIDWORKS Electrical Classification Manager

SOLIDWORKS Electrical Tech Tip

Written by: Marty Adams, Application Engineer

From its introduction, SOLIDWORKS Electrical has been evolving. One of the most recent evolutions is the addition of custom classes in the SOLIDWORKS Electrical Classifications Manager. The “Classification” is used extensively throughout the software. Whether inserting a symbol, or looking for a manufacturer’s part, the classification is the key to getting there quickly.

Custom Classes

In previous releases, the class hierarchy has been fairly rigid. You needed to assign items to an existing class to make searching work for you. You know what class it’s in because you have searched for it so many times. If you take a few minutes to create your own classifications to better suit your needs, you can save hours later.

Now that we can define our own classes. We can assign our preferred components, symbols, manufacturer parts, etc. to them and create our own easily accessible collections of common components. The option to create new copied parts or adjust the class assignment is your choice.

Although custom user class creation is not mentioned in the “What’s New” 2018 guide, it is active!

You can find the Classification Manager in the Library tab of the SOLIDWORKS Electrical ribbon.

SOLIDWORKS Electrical Menu

SOLIDWORKS Electrical Classification Manager

There are several things to note here.

  • The existing classifications cannot be deleted or renamed.
  • You can create your own classes and sub-classes. These can also be modified for manufacturers data display.
  • Class hierarchy is displayed alphabetically. No sort provision yet. Think about this when naming newly created classes.
  • This is a customization of the databases. In a multi-user environment, be sure to think about how changes you make will affect other users that share the same databases.
  • To be sure your customizations are conserved, keep regular archive backups. Can’t stress this one enough. Especially important when upgrading.

Advantages of Customization

One obvious advantage of custom classes is the ability to organize your commonly used components into a scheme that works for you. You could go with a user top-level class and group your common components in sub-classes there or go with sub-classes under the master classes. Customizing your commonly used components is much easier when you don’t have to hunt them down.

You can also modify the manufacturer’s data fields for data not displayed by default. This can further streamline the selection process by making the manufacturer data easier to search.

Modifying displayed data fields

When there is no mapped manufacturer data you will not find any selections under the values section in the selection filter. Adding the fields will display the fields and index them for selection filtering.

Adding display fields

This can make the selection process much easier for well-organized components. And, since adding almost anything to a project involves the selection process in some way, the time saved can really add up. Not to mention the stress reduction.

How Do I Make this Work with Existing Class Structure?

In the existing component classes, the only entries we can modify are the root mark, 3D Part, 2D Footprint, and Connection Label. The mapping of manufacturer data fields is controlled by the User Data File. Some classifications have some of the data already mapped, others do not. Since the default classes are not editable, this can present a problem when we want to adjust the manufacturer data fields. Something we have learned to live with.

Components in Classification Manager

The manufacturer data fields appear in the search parameters within the other managers, under values, and can be searched, but only if mapped.

Search data fields

There is a way we can work past this however. The answer is to create our own classes.

Creating Classes

When creating a new class or sub-class the properties dialog appears. Most of the fields are as we expect in the master class. But, what caught my interest is the User Data File name. This XML file controls the exposure of Manufacturer part data fields when using the class and accessing the parts database.

Class Properties

In the classes associated with the master database, this is something we can’t edit. But when we create a new class under the master hierarchy, the default is to use the same User Data File as the parent. If we use the default XML, we get a custom class referencing the same XML as the parent, and it is now open for edit of the Manufacturer data fields. The XML file and the manufacturer data fields are now configurable.

Once committed, the XML is updated and the changes made in my new class are also available in the masters.

Keep in mind that when you edit the newly created class, and modify the manufacturer data setup, this will also modify the associated master class layout. Just a word of caution.

This opens possibilities for even more customization. You can drive the availability of manufacturer data with what works for you.

As an example, if I do not have the manufacturer data that I want available in the master class, I can create a new class, use the same user data file, and edit the data fields.

Creating a new class in SOLIDWORKS Electrical

Creating a new class in SOLIDWORKS Electrical

Creating a new class in SOLIDWORKS Electrical

Of course, if you do not want to modify the data file used by the parent, you can create a new one or select another that already exists. Use the green and white button at the end of the row to create a new one or the pull-down list to select an already existing one.

When creating a new one, there is another choice to be made. You can create a new XML with the default properties or create a copy of the current XML. In either case, you are now able to adjust the manufacturer data area without affecting the XML used by the master database.

Copy XML

This another layer of XML configuration that you may find useful. You can create various setups to suit your needs.

Once again, the choice is yours.

Taking a little time up-front to organize your common components via classification management can pay big dividends down to road.

I hope you find the concepts laid out here of use.


One Response to Making Customizations in the SOLIDWORKS Electrical Classification Manager

  1. Sarah says:

    Hi – I have customised the user data entries available for certain symbol classes in one of my SWE projects. I want to have the same properties in another project without going through all the classifications and customising each one all over again. Is the classification manager a project specific set up or does it carry over the entire application? So far for me it is only coming up as project specific.

    I have also thought of changing these classification settings on my default SWE template and wonder if that would carry through… I just don’t want to waste the time doing that if there is an easier fix!

    Any suggestions would be appreciated 🙂

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