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Curriculum Designed by Experts
The Smart Reference Data (SRD) Corporate Training by Multisoft Virtual Academy is designed for professionals seeking to master engineering reference data management. This course provides an in-depth understanding of SRD fundamentals, configuration, and integration within engineering systems. Participants will learn how to create, modify, and maintain standardized reference data for consistent project execution. Ideal for corporate teams aiming to improve data quality, collaboration, and engineering efficiency.
Smart Reference Data (SRD) Training is a specialized program that teaches participants how to manage, standardize, and control engineering reference data across multiple projects using Hexagon’s SRD platform. The training covers data classification, library creation, integration with Smart Materials and Smart 3D, and governance techniques. It enables engineers, administrators, and data managers to ensure data consistency, improve collaboration, and enhance productivity within complex engineering and procurement environments.
- Overview of Smart Reference Data and its role in the Hexagon ecosystem
- Integration with Smart 3D, Smart P&ID, Smart Isometrics, and Smart Materials
- Architecture, database model, and key components
- Understanding Idents, Commodity Codes, and Specifications
- User roles and responsibilities in SRD
- Logging in, navigation, and UI overview
- Data consistency and governance principles
- Creating and managing projects and catalogs
- SRD administrator settings and configuration parameters
- Defining units of measure (UOM) and dimension tables
- Managing libraries, schemas, and environments
- Setting up user roles, groups, and access privileges
- Version control and environment backup strategy
- Importing and exporting configuration data
- Definition and purpose of Commodity Codes
- Commodity code structure, rules, and conventions
- Creating and editing Commodity Codes
- Understanding and creating Idents (unique identifiers)
- Relationship between Commodity Codes and Idents
- Using the Ident Manager for creation, modification, and validation
- Rules for automatic Ident generation
- Avoiding duplication and ensuring data integrity
- Linking Commodity Codes to catalog and specification data
- Overview of catalogs, parts, and attributes
- Creation of catalog items and commodity group hierarchies
- Defining geometric and non-geometric attributes
- Building datasets for parts and materials
- Using templates and predefined catalogs
- Validating and maintaining part data consistency
- Copying, revising, and merging catalog entries
- Importing catalog data from external systems (e.g., Excel, SAP)
- Catalog revision history and audit trail management
- Role of specifications in design and procurement workflows
- Defining and creating specifications using SRD
- Building piping specifications from base materials and catalog data
- Linking specifications to commodity codes and rules
- Managing revision control and versioning of specifications
- Using the Specification Editor
- Validating specifications and rule checks
- Specification publishing and synchronization with Smart 3D
- Handling multi-discipline specifications (piping, structural, electrical, instrumentation)
- Introduction to SRD rules and their importance
- Creating and managing rule sets
- Dimensional tables and unit conversions in rules
- Rule types: mapping, validation, and defaulting
- Rule Manager interface and workflow
- Assigning rules to specifications or commodity groups
- Testing and validating rules in design integration
- Import/export of rule definitions
- Troubleshooting and rule exception handling
- SRD integration architecture with Smart 3D and Smart Materials
- Reference data exchange and synchronization process
- SRD data import/export to Smart 3D (bulkload process)
- Managing interfaces for Smart P&ID, SPOOLGEN, and Isometrics
- Handling attribute mapping and schema alignment
- Propagation of changes across tools
- Verifying successful integration using reports
- Troubleshooting interface issues
- Data import/export formats (Excel, XML, CSV)
- Bulkload utilities and templates
- Import validation rules and data cleaning
- Exporting commodity data to other Smart applications
- Automating imports via scripts or APIs
- Using Web Services for integration
- Scheduling and monitoring automated jobs
- Audit and trace logs of data transfer
- Error handling and reconciliation
- Built-in SRD reports (commodity, specification, rule reports)
- Using SRD reporting tools
- Generating custom reports via SQL queries or BI integration
- KPI dashboards for data quality
- Exporting reports to Excel / PDF
- Tracking revision changes
- Exception and validation error reports
- Scheduling automated reports
- System administration and project setup
- Access control and user management
- Data governance policies
- Version control and change management
- Data cleanup and archival process
- Backup and restore procedures
- Troubleshooting user and system errors
- Best practices for SRD maintenance and upgrades
- Migration strategy (from earlier versions)
- Fluid Management functionality
- English–Metric Equivalence feature
- Auto-mapping of commodity codes
- Build Idents enhancements
- Generate Reports and Display Management
- Improved synchronization with Smart Materials
- Performance and usability enhancements
- SRD API updates and automation capabilities
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Outcome centric learning solutions to meet changing skill-demand of your organizationWide variety of trainings to suit business skill demands
360° learning solution with lifetime access to e-learning materials
Choose topics, schedule and even a subject matter expert
Skilled professionals with relevant industry experience
Customized trainings to understand specific project requirements
Check performance progress and identify areas for development
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Smart Reference Data (SRD) Corporate Training Certification
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