Smart Reference Data (SRD) Training
1K+ ReviewsInstructor-Led Training Parameters
Course Highlights
- Instructor-led Online Training
- Project Based Learning
- Certified & Experienced Trainers
- Course Completion Certificate
- Lifetime e-Learning Access
- 24x7 After Training Support
Smart Reference Data (SRD) Training Course Overview
Enhance your data management expertise with Smart Reference Data (SRD) Training by Multisoft Systems. This course covers SRD fundamentals, configuration, and integration techniques for efficient material and catalog data control. Gain hands-on experience in ensuring data consistency, accuracy, and governance across engineering systems, empowering professionals to optimize workflows and maintain global data integrity.
Smart Reference Data (SRD) Training by Multisoft Systems is designed to equip professionals with the knowledge and skills needed to efficiently manage and standardize reference data across engineering and enterprise systems. SRD serves as a centralized platform that allows users to create, organize, and maintain consistent data definitions such as materials, components, and specifications across multiple projects and applications. Through this comprehensive training, participants will learn how to configure SRD environments, define and manage reference data libraries, handle classifications, and integrate SRD with other Hexagon PPM tools like Smart Materials and Smart 3D.
The course emphasizes hands-on learning, providing real-world scenarios for creating, validating, and maintaining data consistency throughout the project lifecycle. Participants will also understand governance practices that ensure data integrity and accuracy while reducing redundancy and errors. Whether you are an engineer, administrator, or data manager, this training helps you gain a deep understanding of reference data structures, interoperability, and customization. By the end of the course, learners will be able to implement best practices in reference data management and contribute to smoother project execution and enhanced collaboration within digital engineering environments, making them valuable assets to their organizations.
Instructor-led Training Live Online Classes
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| May, 2026 | Weekdays | Mon-Fri | Enquire Now |
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| Jun, 2026 | Weekdays | Mon-Fri | Enquire Now |
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Smart Reference Data (SRD) Training Course curriculum
Curriculum Designed by Experts
Enhance your data management expertise with Smart Reference Data (SRD) Training by Multisoft Systems. This course covers SRD fundamentals, configuration, and integration techniques for efficient material and catalog data control. Gain hands-on experience in ensuring data consistency, accuracy, and governance across engineering systems, empowering professionals to optimize workflows and maintain global data integrity.
Smart Reference Data (SRD) Training by Multisoft Systems is designed to equip professionals with the knowledge and skills needed to efficiently manage and standardize reference data across engineering and enterprise systems. SRD serves as a centralized platform that allows users to create, organize, and maintain consistent data definitions such as materials, components, and specifications across multiple projects and applications. Through this comprehensive training, participants will learn how to configure SRD environments, define and manage reference data libraries, handle classifications, and integrate SRD with other Hexagon PPM tools like Smart Materials and Smart 3D.
The course emphasizes hands-on learning, providing real-world scenarios for creating, validating, and maintaining data consistency throughout the project lifecycle. Participants will also understand governance practices that ensure data integrity and accuracy while reducing redundancy and errors. Whether you are an engineer, administrator, or data manager, this training helps you gain a deep understanding of reference data structures, interoperability, and customization. By the end of the course, learners will be able to implement best practices in reference data management and contribute to smoother project execution and enhanced collaboration within digital engineering environments, making them valuable assets to their organizations.
- 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.
Course Prerequisite
- 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.
Course Target Audience
- 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
Course Content
- 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 (MCQ) Assessment
This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :
- User-friendly interface for easy navigation
- Secure login and authentication measures to protect data
- Automated scoring and grading to save time
- Time limits and countdown timers to manage duration.
Smart Reference Data (SRD) Corporate Training
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Smart Reference Data (SRD) Training Trainer Profile
19+ Years Experienced
Our Smart Reference Data (SRD) Training Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.
Trained 3950+ Professionals
Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.
Certified Experts & Real-Time Project Learning
Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.
Hands-on Learning Approach
Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.
Certification Training Guidance
Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.
Customized Training Delivery
Flexible training approach tailored to individual learning goals, skill levels, and evolving industry requirements for maximum effectiveness.
Smart Reference Data (SRD) Training FAQ's
Smart Reference Data (SRD) is a centralized platform by Hexagon PPM that manages and standardizes engineering reference data—such as materials, specifications, and component classifications—across multiple projects and systems.
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