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Smart Reference Data (SRD) Training Online Certification Course

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Advance your engineering data management skills with Smart Reference Data (SRD) training by Multisoft Virtual Academy. This course equips learners with the knowledge to configure, maintain, and integrate SRD across enterprise systems. Gain hands-on experience in managing reference data and optimizing data consistency across Smart Materials, procurement, and design platforms for global projects.

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Instructor-led Training Live Online Classes

Suitable batches for you

15 Nov 2025 24 06:00 PM - 09:00 PM Sat, Sun
16 Nov 2025 24 06:00 PM - 09:00 PM Sat, Sun
22 Nov 2025 24 06:00 PM - 09:00 PM Sat, Sun
23 Nov 2025 24 06:00 PM - 09:00 PM Sat, Sun

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Instructor-led Training Live Online Classes

15 Nov 2025 24 06:00 PM - 09:00 PM Sat, Sun
16 Nov 2025 24 06:00 PM - 09:00 PM Sat, Sun
22 Nov 2025 24 06:00 PM - 09:00 PM Sat, Sun
23 Nov 2025 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 750

Enroll Now
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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

Course Price At

$ 750

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Instructor-Led Online Training Parameters

Course Highlights

  • Duration: 24 Hrs.
  • Subject Matter Expert
  • After Training Support
  • Lifetime E-Learning Access
  • Recorded Sessions
  • Free Online Assessments
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Smart Reference Data (SRD) Training Course Syllabus

Curriculum Designed by Experts

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Smart Reference Data (SRD) is a centralized database that ensures consistent, standardized, and controlled engineering data across multiple projects and disciplines. The Smart Reference Data (SRD) Training by Multisoft Virtual Academy is designed to equip learners with the knowledge and practical skills required to efficiently manage and maintain reference data in complex engineering environments. This training provides a deep understanding of SRD concepts, architecture, and integration with other Hexagon solutions such as Smart Materials and Smart 3D. Participants learn how to configure catalogs, manage commodity codes, define material data, and ensure data synchronization across global projects. The course emphasizes the role of SRD in improving data accuracy, reducing duplication, and enabling seamless collaboration between engineering and procurement teams. Through hands-on sessions, learners explore SRD’s functionalities for catalog management, data import/export, and system customization. They also gain insights into best practices for maintaining data integrity and aligning SRD with corporate standards.

By the end of the training, participants will be capable of managing Smart Reference Data environments independently, supporting digital transformation in EPC (Engineering, Procurement, and Construction) projects, and enhancing project efficiency through structured, reusable, and integrated data management. This course is ideal for administrators, data managers, and engineering professionals.

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
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  • 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
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  • 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
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  • 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
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  • 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)
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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)
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  • 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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Smart Reference Data (SRD) Training Description

  • Understand the core concepts, structure, and functionality of Smart Reference Data (SRD).
  • Learn how to create, configure, and manage reference data libraries efficiently.
  • Gain proficiency in classifying and standardizing materials, components, and specifications.
  • Explore integration of SRD with other Hexagon PPM tools like Smart Materials and Smart 3D.
  • Develop the ability to maintain data consistency and integrity across engineering projects.
  • Learn to manage revisions, updates, and data governance processes within SRD.
  • Acquire hands-on experience in customizing SRD to meet organizational standards and workflows.
  • Enhance collaboration and communication through unified data structures across departments.
  • Identify and implement best practices for reference data management and validation.

  • Engineering Data Administrators
  • Smart Materials (SMAT) and Smart 3D Users
  • Project Engineers and Managers
  • Materials and Procurement Engineers
  • Data Governance Professionals
  • System Integrators and IT Specialists
  • EPC (Engineering, Procurement & Construction) Professionals
  • Database Administrators (DBAs) managing engineering data
  • CAD/CAE Administrators
  • Professionals involved in Engineering Information Management and Standardization

  • Basic understanding of engineering design and data management concepts.
  • Familiarity with Hexagon PPM tools such as Smart Materials (SMAT) or Smart 3D is beneficial.
  • Fundamental knowledge of databases and data structures.

Smart Reference Data (SRD) Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.
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Smart Reference Data (SRD) Corporate Training Certification

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Lifetime Access

  • Lifetime E-learning Access
  • Recorded Training Session Videos
  • Free Access to Practice Tests
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  • Doubt Resolution in Real-time
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Hands on Experience

  • Project Based Learning
  • Learning based on real-life examples
  • Assignments and Practice Tests
Globally Recognized Training Certificate

Globally Recognized Certificate

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  • Globally Recognized and Accepted
  • Lifetime Validity

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Smart Reference Data (SRD) Training FAQ's

Yes, the training includes hands-on exercises that simulate real-world project environments for managing and standardizing reference data effectively.

Upon successful completion, participants receive a Smart Reference Data (SRD) Training Certificate from Multisoft Virtual Academy, validating their proficiency in reference data management.

You will learn SRD configuration, catalog management, data mapping, integration with Smart Materials, and best practices for maintaining consistent reference data across global projects.

Yes. The training includes practical sessions and real-time demonstrations to help learners gain hands-on experience in configuring and managing SRD environments.

To contact Multisoft Virtual Academy you can mail us on enquiry@multisoftvirtualacademy.com or can call for course enquiry on this number  +91 8130666206

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