How do you organize your CAD/Onshape library so it’s easy to navigate....

udj08_juricek

…By physical form/function, or by topic/client/purpose?

hello , I’m trying to reorganize my Onshape files and I’m stuck. I have a mix of:

• Flat/reference items (bookmarks, stencils, nameplates)
• Practical builds (phone mounts, pencil holders, rulers)
• Mechanical/engineering projects (jigs, presses, adjustable props)
• Fun/fidget items (spinners, puzzle toys)
• Home hardware (drawer knobs, brackets, small fixes)

Some are work projects, some freelance, some personal. Do I organize by physical form/function rather than motivation - so all jigs together, all flat pieces together, etc., and track context like “freelance” or “wine” via tags?

But it feels weird. Wouldn’t it make more sense to keep everything topic-related or by client?…

eric_pesty

There's no right or wrong answer for this… Basically whatever makes sense to you!

I would suggest you create some "Labels" and apply them to your documents as these will give you more flexibility on top of just folders…

martin_kopplow

Eric is right: It depends on you personal needs. I know designers who usually work on individual parts (e.g. for AM of other manufacturing) while I usually work on projects, for clients and for myself.

So, I use a split approach.

• I organise assemblies and custom parts in folders by clients and then by projects (since there may be several projects per client).
• I keep standard and off-the shelf supplier parts I frequently reuse throughout many projects in libraries (E.g. connectors, fasteners, drive train, …).

Within this context, I treat my personal designs like a client's projects, only the client is me. ;0) .

Tags are a nice addition, but I sometimes forget to tag things.