Standard Search

About Standard Search

The Sourcing Hub contains information about parts, manufacturers, and suppliers. This information can be used while designing or manufacturing a product. CATIA Client supports functionality to do a Standard Search on the database, to retrieve the required information. Using Standard Search, you can search for manufacturers, suppliers, or internal items, by providing attribute information, based on the type of information you seek. Based on the type of information you searched for, you can choose from a variety of views for viewing the search results.

When Using Standard Search

  • You can set values for the attributes on the Standard tab in one of three ways:
    • Enter the values directly
    • Right-click the button to the right of the attribute and select Query Builder. Use Query Builder to create a custom filter to use for the search process. For more information, refer to Query Builder.
    • Right-click the button to the right of the attribute and select Valid Values. Use Valid Values to select a predefined value for an attribute. For more information, refer to Valid Values.
  • The searchable attributes available on the Standard tab vary with the view selected in the Search View dropdown list. You can also change the list of available attributes by selecting a node in the Category Browser and clicking Apply.
  • You can also narrow your search using the Category Browser by selecting a specific node, entering the appropriate attribute information and clicking OK. The search will cover only the category you selected and its sub-categories, rather than the entire hierarchy of categories.
  • For some Item types, you may see a Show Additional Properties button on the Standard tab. Click this button to display more attributes for the Item type for which you are searching.
  • Click the Clear button to clear the values already entered in the attributes displayed on the Standard tab.
  • Wildcard characters and Boolean Operators can be used in Standard Search. For more information, refer to Wildcards and Boolean Operators.
  • Search attributes cannot be combined using the OR operator. Multiple search attributes are combined using the AND operator.
  • If the Product window is open when you launch the Standard Search, the PLM Item ID attribute in the Sourcing Search window is populated with the value(s) from the highlighted part(s) in the Product window.
  • Please note that your search results can vary, depending on:
    • which properties are available in the search form
    • what values are set for the properties in the search form
    • what project you are searching
    • what revision you are searching
    • whether the mapping between an internal item and a project has been deleted

    For example: 

    • If an internal item is associated with project A, but you are logged in to Project B and select Current Project in the search form, you will not find the internal item associated with project A.
    • Parts associated with multiple projects are listed once for each project. If the link between an internal item and a project is deleted, the entry for that internal item and project combination will not show up in the search results. That is, if Part 1 is associated with Project A and Project B, you will have a Part 1 - Project A entry and a Part 1 - Project B entry. If the link between Part 1 and Project B is then deleted, the entry for Part 1 - Project B will be removed from the search results.

How to Perform a Standard Search

Follow these steps to conduct a standard search:

This example assumes that a database including manufacturer information exists and is accessed by CATIA Client.
  1. Start CATIA. Login to ENOVIA V5 VPM and CES. For more information on logging in, refer to Logging in to ENOVIA V5 VPM in CATIA and Accessing CES Functionality.

  2. Click the Search CES Database button. The Sourcing Search window appears. The top portion of the window contains the Sourcing Search Criteria and the Simple Search and Standard Search tabs. The bottom portion contains the Category Browser, a graphical representation of the categories of information that are available, on the Tree View tab, and the Attribute Based Category Search, on the List View tab. You can use the Category Browser to narrow your search by selecting one of the category nodes in which to search. For more information, refer to Category Browser. You can use the Attribute Base Category Search, located on the List View tab to locate categories based on attribute name and category name. For more information, refer to Attribute Base Category Search.




  3. In the Sourcing Search window, select Supplemental Information in the Search From: dropdown list, select Items - Manufacturer in the Type: dropdown list, and select All Items in the Search Form: dropdown list. On the Standard Search tab, enter the appropriate attribute values, using Valid Values, Query Builder or direct entry.

  4. Notice the Show Additional Properties button. This button displays additional properties that you can set to further narrow your search. The attributes displayed when you click this button vary depending on the type of item for which you are searching. This example is searching for a Manufacturer Item in the Supplemental Information category and all sub categories. If you click the Show Additional Properties button, the following is shown:

  5. Please notice the area labeled Additional Properties: now appears and the Show Additional Properties button has changed to Hide Additional Properties. You can further narrow the search using the Category Browser displayed in the lower section of the Sourcing Search window. By selecting one of the nodes or subnodes of the displayed hierarchy, you can narrow the search to that specific node and its subnodes. Once you have entered the desired attribute values for your search, click OK. The following Sourcing Search Results window appears.

Sourcing Search Window

This table describes the fields displayed in the Standard Search tab of the Sourcing Search window.

Fields Description

Search From

Category of data to search.

Type

Type of item for which to search.

Search Form

Type of information to view in the Search Results. This view can be customized based on your requirements. Possible values are:

  • All Items:  Include information on the manufacturer item, supplier item and internal item. This includes Manufacturer Item Number, Manufacturer Item Description, Supplier Item Number, Internal Item Number, Price, Currency Code, and other information.
  • Manufacturers Content:  Information included depends on the item type selected:
    • Manufacturer Item: Contains only manufacturer specific content.
    • Supplier Item: Contains supplier specific content and some manufacturer specific content.
    • Internal Item: Contains internal item specific content and some manufacturer specific content.
  • Suppliers Content: Information included depends on the item type selected:
    • Manufacturer Item: Contains manufacturer specific content and some supplier specific content.
    • Supplier Item: Contains only supplier specific content.
    • Internal Item: Contains internal item specific content and some supplier specific content.
  • Internal Content: Information included depends on the item type selected:
    • Manufacturer Item: Contains manufacturer specific content and some internal item specific content.
    • Supplier Item: Contains supplier specific content and some internal item specific content.
    • Internal Item: Contains only internal item specific content.

Project

Projects in which to search. This field is enabled only if the Type dropdown list is set to Items - Internal. Possible values:

  • Current Project: Search the project you are working on.

  • All Projects: Search all projects.

Revision

Revisions in which to search. This field is enabled only if the Type dropdown list is set to Items - Internal. Possible values:

  • Current Revision: Search the current revision.

  • All Revisions: Search all revisions.

Attribute search fields

Value to search for, for the respective attribute. These fields vary depending on what you have selected in the For: dropdown list and the Search View: dropdown list. The list of attributes also changes if you click the Show Additional Properties button.

Load Search

Name of the saved search to load.

Show Count

Check this box to have the number of items in each category displayed after the category name in the Category Browser.

This table describes the buttons displayed in the Sourcing Search window and the Standard Search tab of the Sourcing Search window:

Button Description

Clear All

Click this to clear the keyword field.

Show Additional Properties

Display other attributes for the selected item type. You can set these attributes as well to further narrow your search. Please note that when you click on the Show Additional Properties button, the Additional Properties : section appears in the Sourcing Search window and the Show Additional Properties button is changed to Hide Additional Properties. This can be seen in Step 4 of How To Perform a Standard Search.

Save Search

Save current search criteria for later use.
Manage Searches Display any saved searches for searching, modifying, or deleting.

OK

Click this to execute the search command, and get search results for items.

Apply

Applies the category selected in the Category Browser to the list of criteria in the search window, without closing the search window.

Close

Click this to close the window without performing the search.