Documenting the manufacturing plan and the specifics of the NC program are important pieces of the part manufacturing process. This Tech Tip describes the steps to generate shop documentation, then to customize templates to tune the shop docs to your needs.
Follow this tutorial to learn about shop documentation in NX. We will show how:
Here is what you will do:
1. Prepare a place for your output
Create a folder named Shop Doc Output on your desktop.
2. Request Shop Documentation
In NX, open housing_cover_setup.prt.
In the Program Order View of the Operation Navigator, select 1234.
Click the Shop Documentation icon in the toolbar.
3. Specify the type of Shop Doc output
Select Operation List
Select (HTML/Excel) in the Report Format list.
4. Specify the location of the output
Processing will take a few seconds.
5. Explore the resulting output
Shop Docs creates an HTML output displayed in Excel. Notice that the title block has been populated with data and a part image. The operation table has cycled for each operation in the selected program.
Note: Other platforms (MacOS, Linux) will not display the output automatically.
The image is enlarged and displayed in your default graphic viewer.
Note: You must always close the current output window before generating the next output or you will receive an error.
Further exercises: Repeat the above steps to output a single operation or a group in the Machining Method View. Also, try using other templates in the Report Format list.
Here’s what you will do:
1. Copy the shop_doc folder to your desktop
This will allow you to edit and save your own templates.
2. Add an Environment Variable that points to the shop_doc folder
Add an Environment Variable that tells Shop Docs where to find these files:
3a. Edit the Excel file
First, you will make a simple text edit to the template and then generate the output to see the edit. Then, you will edit a MOM variable and change the page formatting.
4a. Update the template
8. In Excel, Save As > Save as type: .htm > shopdoc_template_english_operation_list_select.htm > Republish: Sheet > Save to the /shop_doc/excel_templates/ folder on your desktop.
Note: The following illustration assumes Excel 2007. Later versions of Excel may vary slightly.
5a. Generate output using the updated template
In NX, Select 1234 > Shop Documentation > Operation List Select (HTML/Excel) > OK
Notice the output reflects the change you made (XXXX > Die) to the Excel file.
Close the output window.
3b. Edit the Excel file (again)
Next, you will edit a MOM variable. Sheet 2 contains over 1000 MOM variables with descriptions that are available to customize the template. Filtering by Class, Sorting alphabetically, and Finding key words are useful in navigating this list. For example:
REPEAT TITLE allows you to repeat the title block (defined between ###BODY START### and the ###TABLE START### markers) on each page.
4b. Update the template (again)
5b. Generate output using the updated template (again)
Notice the title block is repeated on page one and two and that the Tool Dia column now reflects the diameter of each tool.
Here’s what you will do:
1. Save the edited Excel file
2. Create the template
You have created two files and the system has created a folder to support the .htm file:
3. Create a new .tcl file
A new .tcl file must be created that uses the same name as the template.
.xlsx: The Excel file containing your edits on sheet 1 and all available mom variables on sheet 2. This is your working file.
.htm: The template the system uses to create the shop doc output.
.tcl: The .tcl file determines which .htm file to process when you select an option in the UI.
4. Edit the.dat file
The shop_doc.dat file determines what appears in the NX user interface and specifies which .tcl file to use.
Each line corresponds to an existing template. “#” indicates templates that are commented out and do not appear in the UI.
5. Generate output using the new template
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|Bill Storrs is in the CAM Product Management Group at Siemens PLM software, Cypress California. His main focus is on CAM usability and learning support. He currently leads the CAM Learning Initiative Team whose mission is to provide users with a comprehensive collection of reference and training materials. He has an M.A. in Corporate Training and Development and has been in the industry for over 20 years.|