---
alias: tutorials-instruments-management-configuration
tags:
- data collection
timetoread: true
description: "Configure lookup tables, instrument resources, measurement capabilities, data collection parameters, and resource associations for the tutorial model."
---

# Configuration

Before you create the model, review these related pages:

- [How to: Create an Instrument](../how-to/howto_createinstrument.md)
- [How to: Add an Instrument to a Resource](../how-to/howto_addinstrument.md)
- [[user-guide-manage-resource-measurement-capabilities]]

!!! info
    This tutorial refers to a master data file used to create the model and scenarios and you can download it [here](masterdata/instruments_masterdata.xlsx).

## Step 1: Confirm Lookup Tables

Go to **Administration** > **Tables** > **Lookup Tables** and confirm that these values exist.

| Lookup Table | Value |
| --- | --- |
| `InstrumentType` | `Caliper` |
| `InstrumentType` | `Scale` |
| `ResourceResourceType` | `Instrument` |
| `ResourceResourceType` | `Measurement Device` |

Table: Lookup table values required for the tutorial

## Step 2: Create Instrument Resources

Go to **Business Data** > **Resource** > **New**.

In **General Data**, set **Processing Type** to **Instrument**. The **Additional Information** tab shows these fields in the **Instrument** section.

| Field | Description |
| --- | --- |
| Instrument Type | Type of instrument selected from the `InstrumentType` lookup table, for example `Caliper` or `Scale`. |
| Calibration Status | Current calibration state: `Calibrated`, `In Calibration`, or `Not Calibrated`. |
| Last Calibration Date | Date of the most recent calibration. This field is required with `Calibrated` status for selection at **Track-In**. |
| Exclusive Usage | Prevents the **Instrument** from being associated with more than one process **Resource** at the same time when enabled. |

Table: Instrument fields used in the tutorial

Use these **Instrument** **Resources** in the scenarios.

| Resource | Instrument Type | Calibration Status | Exclusive Usage | Used In |
| --- | --- | --- | --- | --- |
| `Caliper-001` | `Caliper` | `Calibrated` | No | Scenarios 1 and 4 |
| `Caliper-002` | `Caliper` | `Not Calibrated` | No | Scenario 3 |
| `Scale-1` | `Scale` | `Calibrated` | Yes | Scenario 2 |

Table: Instrument resources used in the tutorial

![Screenshot showing the calibrated caliper instrument resource configuration.](images/instrument_resource_calibrated.png)

![Screenshot showing the exclusive-usage scale instrument resource configuration.](images/instrument_resource_exclusive_usage.png)

![Screenshot showing the not-calibrated caliper instrument resource configuration.](images/instrument_resource_not_calibrated.png)

## Step 3: Define Measurement Capabilities

Measurement capabilities define the metrological characteristics of an **Instrument**. Go to **Business Data** > **Resource** > `Instrument Name` > **Measurement Capabilities** > **Manage**.

| Field | Description | Example (`Caliper-001`) |
| --- | --- | --- |
| Mode | Measurement mode name. Use it only when the **Instrument** has more than one capability. Leave it empty when there is a single capability. | Empty |
| Parameter | Optional link to an existing **Parameter**. When set, the system inherits **Measurement Units**. | Empty |
| Measurement Units | Unit of measurement for the capability. | `mm` |
| Lower Range | Minimum measurable value. | `0` |
| Upper Range | Maximum measurable value. | `1000` |
| Range Units | Unit used for the range fields. | `mm` |
| Resolution | Smallest readable value. This field is mutually exclusive with **Precision**. | `0.01` |
| Precision | Repeatability of the measurement. This field is mutually exclusive with **Resolution**. | Empty |
| Accuracy (%) | Closeness of the reading to the true value. | `0.003` |

Table: Measurement capability fields

!!! note
    Resolution and Precision are mutually exclusive. Use Resolution when the smallest scale division is known. Use Precision when repeatability test data is available. Fill at least one of Resolution, Precision, or Accuracy.

**Instruments** of the same type usually share identical characteristics. When you create a new **Instrument**, you can use **Copy All Measurement Capabilities** to reuse an existing definition.

![Screenshot showing the measurement capabilities configured for Caliper-001.](images/measurement_capabilities_caliper_001.png)

### When to Use Mode or No Mode

| Instrument setup | Configuration | Effect in **Manage Instruments** |
| --- | --- | --- |
| One **Instrument** measures multiple **Parameters** with the same characteristics | Create a single measurement capability and leave **Mode** empty. | Add the **Instrument** once so it is available for all matching **Parameters**. |
| One **Instrument** needs different ranges or resolutions for different measurements | Create one measurement capability per **Mode** and name each **Mode**. | Add the **Instrument** and specify the required **Measurement Mode**. |

Table: Mode usage guidance

!!! note
    The same **Instrument** **Resource** cannot be added twice to the same **Resource**. When a **Resource** must measure parameters that need different modes, create one **Instrument** **Resource** per mode.

## Step 4: Configure the Step

Go to **Business Data** > **Step** > `Measurement Step` and configure these settings.

| Field | Value | Description |
| --- | --- | --- |
| Require Instruments at Track-In | `Yes` | Adds an **Instruments** step to the **Track-In** wizard and blocks **Track-In** until the operator confirms the **Instruments**. |
| Disassociate Instruments at Track-Out | `No` | Keeps the **Instruments** associated after **Track-Out**. Set it to `Yes` only when the instruments must be removed automatically. |

Table: Step settings used in the tutorial

## Step 5: Configure the Data Collection

Each **Parameter** in the **Data Collection** must have the **Instruments** section configured. Go to **Business Data** > **Data Collection** > `Dimensional Measurement DC` > **Parameters**.

| Field | Value | Description |
| --- | --- | --- |
| Capture Behavior | `Always` | Requires the operator to select an **Instrument** for every reading. |
| Capture Behavior | `On Change` | Available for inspection-scope **Data Collections**. Reuses the same **Instrument** until the operator changes it. |
| Instrument Type | for example `Caliper` | Filters the available **Instruments** to the matching type. |

Table: Data collection parameter settings

![Screenshot showing the instrument capture behavior set to Always on the data collection parameters.](images/data_collection_capture_behavior_always.png)

![Screenshot showing the material data collection context configuration.](images/material_data_collection_context.png)

## Step 6: Manage Resource Instruments

Go to **Business Data** > **Resource** > `Measurement Station 01`. You can access the **Instruments** section in two ways:

1. From the **Resource** detail page, scroll to the **Instruments** section on the right-side panel and select **Manage**.
1. From the **Resource** ribbon, select **Manage** > **Instruments**.

In the **Manage Instruments** wizard, select :material-plus:, choose the **Instrument**, and select **Update**.

When the **Instrument** has a single measurement capability without **Mode**, one entry covers all compatible **Data Collection** **Parameters**.

![Animated walkthrough showing how to add Caliper-001 in the Manage Instruments wizard.](images/manage_resource_instruments.gif)

## Instrument Resource System State and Termination

!!! warning
    When an Instrument Resource is set to Terminated, the system automatically removes it from any resource where it is currently associated. If a data collection instance is open on the affected resource, you cannot close it until another calibrated instrument is associated with the resource and selected.

An **Instrument** **Resource** with system state `Down` or `Non-Scheduled` is not selectable during **Track-In** or **Data Collection**. This is expected system behavior.

Continue to [Scenarios](scenarios/index.md).