PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Search commands
If you want your search results to be more precise, then you can modify your query with tagged terms, wildcards and Boolean operators.
In this help topic, search examples are shown as search text.
Search terms §
- A search term can include both alphanumeric and non-alphanumeric symbol characters.
- Except as noted below (like Boolean operators and filter categories), searches do not distinguish between upper- and lower-case letters. Your terms are converted to maximize the search results, regardless of capitalization: gear and GEAR will return the same results.
- Multiple search terms are separated by a space: specifying film resistor searches all items with the terms film or resistor or both.
- If you want to search for a particular sequence of words, enclose it in quotes. For example, "plated machine screw" only returns items with that exact sequence of terms in a single data field.
- Spaces and punctuation within quotes are ignored: "screw, pan head" will return the same results as "screw pan head".
- An embedded symbol character is equivalent to a space character, and the
search term is converted to a quoted phrase. For example,
123-456 is equivalent to
"123 456".
Exceptions are made for:
- Abbreviation: A series of single alphanumeric characters followed by . (this is simply removed). For example, I.S.O. is equivalent to iso.
- Date: When the search term is in the form YYYY-M-D (or local short date) then the search is limited to date fields: 2012-10-30. A quoted date, however, is a string like any other, and "2012-10-30" is searched as "2012 10 30" within text (not date) fields.
- A blank search (that is, there are no search terms specified) doesn't return any results.
An empty list shows that there are no matching records, or that the search term is so general that the search engine cannot select useful results. In both cases, refine your search by adding new or different terms.
Operators §
-
You can specify a single-character wildcard with the ? operator. For example, t?re would return items with words like tire and tyre but not there.
-
You can specify a multi-character wildcard with the * operator. For example, document* would return items with words like document and documentation.
-
To search for terms nearby, enclose the terms in quotes and specify the maximum distance using the ~ operator. The criteria "10pF ceramic"~3 will return all items with up to 3 other tokens between 10uF and ceramic.
-
To ensure a term is included in your results, use the + operator. The criteria flat +washer will return items with washer and may or may not include flat.
-
To reduce the number of items returned, you can put a - operator immediately in front of a term that you want to exclude: hardware -rivet returns all hardware items that don't include the term rivet. You can also use uppercase NOT: hardware NOT rivet
It's not necessary to include a space following the - operator, as hardware - rivet and hardware -rivet show similar results. However, you must use a space to separate the NOT operator from a search term: hardware NOT rivet
The - operator is most effective when used with tokens that, by themselves, create a ranked set. Using only a negative token – for example -change – assigns the same rank to all "not a change" items. In a database with many items, the search will show nothing unless the negative token by itself defines a small result set.
-
You can enter logical expressions using AND (or &&) and OR (or ||) between terms. The && operator will return items when all terms are present, while the || operator will return items that have one or more of the terms.
Use a space to separate AND and OR operators from search terms: flat AND washer or flat && washer and not flatANDwasher
By default, the OR (or ||) operator is applied between all terms of your search, and need not be explicitly used except when including other operators (see next example).
-
Logical expressions contained within parentheses are evaluated before those outside. The expression wire && (copper || steel) will return items with either copper wire or steel wire or both; (wire && copper) || steel will return copper wire or anything steel or both.
-
Use the [ TO ] operator to search for a range of up to 100 item numbers. The criteria [10011 TO 10034] will show up to 24 items, including the two end terms.
To ensure you get items with these numbers, and not unrelated items that simply include the numbers (like in change descriptions), use the filter category like: number:[10011 TO 10034]
System tags §
System-level tags are automatically added as items are indexed. Tags follow the same search and operator rules as other item text, such as part washer and file && *.pdf.
Tag | Added to |
---|---|
home | Items where the home organization is the owner |
partner | Items where a partner organization is the owner |
document | Document records |
part | Part records |
change | Change forms |
pending | Pending documents and parts |
released | Released documents and parts |
canceled | Canceled documents and parts |
originated submitted routed held accepted released completed stopped rejected canceled |
Change forms at the specified lifecycle state. |
file | File attachments and external links |
Tags are less accurate than filters because the item may include conflicting tags. For example, a home document record always includes the home tag, but its title may contain the word partner.
Filter categories §
The system adds categories to an item. You can search a category by using category:parameter.
You can use any combination of full or short categories and full or short parameters. Category text is always lowercase; a parameter is any combination of uppercase and lowercase text.
Search for... | Category | Parameter | Example |
---|---|---|---|
Class | class: c: |
change, chg document, doc part, prt |
class:part c:chg |
Owner1 | owner: o: |
Organizations Name or Display name | owner:3M o:Allied |
Type1 | type: t: |
Document Types, Part Types,
Change Forms Name or Abbreviation |
type:ECN t:assembly |
Number1 | number: n: |
Item Number or isempty2 | number:12345 n:56789-* |
Description1 | description d: |
Document Title, part Name, change Description, or isempty2 | description:Bolt d:IsEmpty |
Release state | state: s: |
Document or part release state: pending, pnd released, rel canceled, can Change workflow state: originated, org submitted, sub routed, rtd held, hld accepted, acc released, rel completed, cmp stopped, stp rejected, rej canceled, can |
state:rel s:Routed |
Lifecycle | lifecycle: l: |
Item Lifecycles Name or Display name as document or part Lifecycle value3 | lifecycle:Service l:srvc |
Trustee | trustee: | Persons Name
as document or part Trustee or as change form Originator Use double-quotes if you want to include a space |
trustee:"pat lee" |
Version | version: v: |
A document or part iteration's Version value3 | version:6a5f91e3 v:"10.2.543.6" |
Checkbox true | is: | Parts marked as serialized, certified, compliant4 | is:serialized |
Checkbox false | isnot: | Parts not marked as serialized, certified, compliant4 | isnot:certified |
-
On the Item Explorer's search results list, a bold column header hints that the name (or first letter) can be used as a filter.
-
The isempty parameter enables searching for empty (missing) text.
-
These values are shown on a part or document iteration. A single item may have more than one iteration, and more than one value. A Released iteration's lifecycle ranks higher, and a Canceled lifecycle is lower, than a Pending iteration's lifecycle.
-
If the part type compliance label is Complies, then is:Complies returns parts that have the checkbox marked. Use double quotes if the label contains any spaces. Labels are not case-sensitive: isnot:"Meets RoHS" is the same as isnot:"meets rohs"
Filter categories can exclude items; for example, -class:part excludes all parts from the search results. You can mix parameters; for example, state:(ORG || SUB) returns change forms that are at the Originated or Submitted lifecycle state.
Custom attributes §
Where the custom attribute scheme is:
- Boolean: The is: and isnot: filters are supported.
- Integer: Searches return the exact match only, without any digits after the decimal. For instance, 10 will return only 10, and not 10.01 or -10.
- Float, UOM, Money: All numbers with fractional values are converted to text strings. The indexed values always include the integer and at least one fractional digit. Other fractional values are rounded and saved with up to 7 decimal digits, unless the trailing digits are 0. For example, the custom attribute value 23.00018 is returned in a search for 23, 23.0, 23.0002 or 23.00018, but not 23.000 or 23.000180.
- UOM, Money: Item values are searched using the numeric value followed (without a space) with a unit of measure or ISO currency; for example, 12kg or 17.25USD.
- Date: A date is saved in the form YYYY-MM-DD (numeric year-month-day). For example, search for March 21, 2017 as: 2017-03-21. You can use wildcards, for example: 2017-03-??.
Invalid queries §
Using operators like ( ) { } [ ] * - " ? : \ in organization names, item numbers, and descriptions make search tokens more difficult to enter and correctly parse. For example, the result 2 inches will be found when both the description and search token use 2in rather than 2".
-
You cannot search for stop words such as a, an, and the.
-
You cannot directly include operators + - && || ! ( ) { } [ ] ^ " ~ * ? : \ as search terms, unless you use the backslash character, such as \+ and \: For example, search for the text 2" using 2\"
Parsing rules §
-
Any symbol that is not an operator is treated as whitespace, except as noted.
-
Period (full stop) . is treated as an alphanumeric: 3.1415 and ABC.XYZ are parsed as single tokens, and not like 3 1415 or ABC XYZ
-
Implied operators (OR) are added and stop words may be removed.
Underscores and hyphens §
An underscore _ and hyphen - symbol may be treated as a space character, so that the string is split into separate search tokens. This is intended to split connected words, but not affect numbers with embedded delimiters (like part and document numbers, or dates).
The search token is split when the text segment on each side of the symbol does not contain any number character, and the token is not an email or web address.
Thus, the token serial_number is treated as serial number (unless it's in an email or web address), and 90816-01 remains a single token.
In the search token ABC_xyz_Q123-456, the value is split into two tokens: ABC and xyz_Q123-456. The value xyz_Q123-456 is not split as xyz Q123 456 because Q123 contains number characters. Thus, these criteria are possible:
ABC
xyz_Q123-456
xyz*456
abc && *q123-*
"abc xyz_q123-456"
File & link searches §
PDXpert uses a private search engine for database text and the server computer's Windows Search service for file attachments. These engines look at different data, and follow different rules.
File paths and URIs are parsed as identifiers with a mix of symbols and alphanumerics. An search for a web link may have different item record results, shown in the upper part of the Item Explorer's Search list, than Windows Search results shown in the lower section.
For example, a database record with http://example.com/W275Q as a custom attribute finds the record using W275Q. Item parsing treats the / as a space, the : as a reserved operator, and the other characters as separate tokens: http example.com W275Q. However, Windows Search needs *W275Q to find the external link; it appears to drop the http:// and treats the remaining characters example.com/W275Q as an unbroken text string.
Definitions §
- alphanumeric
- Letters A-Z, a-z and their Unicode equivalents, and the numbers 0-9.
- criteria
- The set of all terms and operators used to define the search.
- date
- Number characters and delimiters as YYYY-MM-DD [ISO8601] or MM/DD/YYYY [US].
- letter character
- Any valid character in ranges A to Z, a to z or its local language Unicode equivalent.
- number
- One or more characters in the range 0 to 9.
- operator
- A symbol that signals special treatment for the immediately-following term.
- search term
- Valid characters in quotes, or a token, but not including any operator that acts on the term.
- search token
- A sequence of one or more valid characters.
- stop word
- A common word that won't add value to searches, and is not indexed.
- symbol
- A character that is not an alphanumeric (A-Z,0-9) character.
- valid character
- Any user-entered alphanumeric or symbol character, except non-display control characters.
Operators acting on a single term §
- * operator
- Search wildcard that can be replaced by zero or more characters.
- ? operator
- Search wildcard that can be replaced by exactly one character.
- + operator
- Term is required as part of search results.
- - operator
- Term is excluded from search results.
Operators between two terms §
- && operator
- Logical AND search operator that requires both terms in the results.
- || operator
- Logical OR search operator that requires at least one of the terms in the results.
- [ TO ]
- A range from one item numbers to another, including the range end points.
- ~ operator
- Requires two terms to be within a specified distance: ~3 allows gap of up to 3 words.
Grouping operators §
- ( ) group
- Makes a logical group of terms for Boolean (AND / && or OR / ||) functions.
- " " group
- Groups one or more valid characters and spaces to make a search term.
Stop words §
Very common words are always excluded from indexing, and are ignored in search criteria. These include:
- a
- an
- and
- are
- as
- at
- be
- but
- by
- for
- if
- in
- into
- is
- it
- no
- not
- of
- on
- or
- s
- such
- t
- that
- the
- their
- then
- there
- these
- they
- this
- to
- was
- will
- with
1048
- 0001. Welcome!
- 0002. Help styles
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0301. Manage
- 0302. Information
- 0303. About
- 0400. How to start the PDXpert client
- 0401. Log into PDXpert
- 0402. Enter the software license key
- 0403. Solve client problems
- 0404. Set your password
- 0500. PDXpert introduction
- 0501. PLM summary
- 0502. Item identification
- 0503. Item iterations
- 0504. Item: Document
- 0505. Item: Part
- 0506. Item: Change form
- 0507. File attachments
- 0508. User roles & permissions
- 0600. How to set up PDXpert
- 0601. Setup introduction
- 0602. Setup: System rules
- 0603. Setup: Collections
- 0604. Setup: Places/Organizations/Persons
- 0605. Setup: General
- 0606. Setup: Documents
- 0607. Setup: Parts
- 0608. Setup: Changes
- 0700. How to use the Item Explorer
- 0701. Item Explorer
- 0702. Make a new item
- 0703. Search for items
- 0704. Use search commands
- 0705. Recent items
- 0706. Files in work
- 0707. Tasks open
- 0708. Open an item related to another item
- 0800. How to use the Collection Explorer
- 0801. View a collection
- 0802. Add a new collection member
- 0803. Modify a collection member
- 0804. Remove a collection member
- 0900. How to work with documents
- 0901. How to work with documents
- 1000. How to start a document
- 1001. Make a new document
- 1002. Snapshot a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Start and update a task
- 1006. Save your document
- 1007. Remove your document
- 1008. Release your document
- 1009. Manage a released document
- 1010. Revise a released document
- 1011. Cancel a released document
- 1100. How to work with parts
- 1101. How to work with parts
- 1200. How to start a part
- 1201. Make a new part
- 1202. Snapshot a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Add or remove materials
- 1209. Start and update a task
- 1210. Save your part
- 1211. Remove your part
- 1212. Release your part
- 1213. Revise a released part
- 1214. Manage a released part
- 1215. Cancel a released part
- 1300. How to revise multiple markups
- 1301. Use Markup Wizard
- 1302. Add child items
- 1303. Replace a child item
- 1304. Remove child items
- 1400. How to work with change forms
- 1401. Processing a change
- 1500. How to start a change form
- 1501. Originate a new change form
- 1502. Snapshot a change form
- 1503. Start and update a task
- 1504. Analyze a submitted change
- 1505. Fix change form routing errors
- 1506. Remove your change form
- 1507. Review a routed change
- 1508. Resolve an on-hold change
- 1509. Analyze an accepted change
- 1510. Use a released change
- 1511. View a completed change
- 1512. Analyze a stopped change
- 1513. View a rejected change
- 1514. Remove a canceled change
- 1515. Return a submitted change
- 1600. How to work with file attachments
- 1601. Attach a revision file
- 1602. Attach an item file
- 1603. Attach an external link
- 1604. Viewing a file
- 1605. Copy a file
- 1606. Check out a file
- 1607. Check in a file
- 1608. Free a file lock
- 1609. Remove a revision file
- 1610. Remove item file or link
- 1700. How to report, import & export
- 1701. Run a report
- 1702. Export a PDX package
- 1703. Use the DataGrid
- 1704. Use the Report/Export Wizard
- 1800. Import & update items
- 1801. Use the Batch Importer
- 1802. Item Master import
- 1803. Iteration-level relational imports
- 1804. Bill of materials import
- 1805. References import
- 1806. Revision files import
- 1807. Sources import
- 1808. Item-level relational imports
- 1809. Item files & links import
- 1810. Item materials import
- 1811. Item product families import
- 1812. Groups collection import
- 1813. Materials collection import
- 1814. Organizations collection import
- 1815. Product families collection import
- 1816. Persons collection import
- 1817. Custom collection import
- 1900. View & export via ODBC
- 1901. View database objects
- 1902. Create an ODBC connection
- 1903. ItemViews reference
- 1904. ReferencePairViews reference
- 1905. SourcePairViews reference
- 1906. SourceItemMasterView reference
- 1907. StructurePairViews reference
- 1908. ChangeViews reference
- 1909. ChangePairViews reference
- 1910. FilePairMasterView reference
- 2000. How to do other tasks
- 2001. Adjust your user settings
- 2002. Arrange the Explorer windows
- 2003. Get technical help
- 2004. Manage user accounts
- 2005. Manage system emails
- 2006. Use Administrator Override
- 2007. Check index status
- 2008. Use the Recursion Assistant
- 2100. Menu reference
- 2101. Item menu
- 2102. Edit menu
- 2103. Tools menu
- 2104. Process menu
- 2105. Window menu
- 2106. Help menu
- 2200. Document reference
- 2201. Document summary
- 2202. General
- 2203. Attributes
- 2204. Custom
- 2205. References
- 2206. Appears On
- 2207. Files
- 2208. Tasks
- 2209. Notes
- 2300. Part reference
- 2301. Part summary
- 2302. General
- 2303. Attributes
- 2304. Custom
- 2305. Materials
- 2306. BOM (Bill of Materials)
- 2307. Sources
- 2308. References
- 2309. Appears On
- 2310. Files
- 2311. Tasks
- 2312. Notes
- 2400. Change Form reference
- 2500. System Rules reference
- 2501. System Rules tool
- 2502. General: Copy files to snapshot
- 2503. General: Copy previous tasks
- 2504. General: Item uniqueness definition
- 2505. General: Reviewer comment required
- 2506. General: Unlock change form Files (rule)
- 2507. General: Unlock change form Tasks (rule)
- 2508. Password Policy
- 2509. References Tabs
- 2510. BOM: Limit part to one row
- 2511. BOM: Lock part unit of measure
- 2512. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2701. Languages
- 2702. Currencies
- 2703. Countries
- 2704. Partner classifications
- 2705. Roles
- 2706. Persons
- 2707. Groups
- 2708. Organizations
- 2800. General
- 2801. Item lifecycle phases
- 2802. Product families
- 2803. Sequences: Identifier
- 2804. Sequences: Revision
- 2805. Unit of Measure categories
- 2806. Units of Measure (UoM)
- 2807. Transforms
- 2808. Views
- 2900. Documents
- 2901. Media/locations
- 2902. Document types
- 3000. Parts
- 3001. BOM type codes
- 3002. Handling/storage categories
- 3003. Make/buy categories
- 3004. Material categories
- 3005. Material constraints
- 3006. Materials
- 3007. Recovery methods
- 3008. Part types
- 3100. Changes
- 3101. Change classifications
- 3102. Change priorities
- 3103. Change reasons
- 3104. Disposition actions
- 3105. Disposition locations
- 3106. Problem sources
- 3107. Change forms
- 3108. Custom collections
- 3200. Other reference topics
- 3201. Keyboard shortcuts
- 3202. PLM software glossary
- 3203. Windows update service
- 3300. Software licenses & legal notices
- 3301. PDXpert license agreement
- 3302. PDXpert end user license terms
- 3303. Other software licenses
- 3304. Legal notices