(I'm opening this new topic, even if it's not a question, but rather a sharing)
(Of course, there will be special cases that will change the game on certain things that will be said)
First of all, there is an important link in "the parameters of correct use of the file" and a library.
And you have to separate the "CAD methods for the library" from the one for making "project parts".
When we make project parts, we basically use 5% of the functionalities and capabilities of Solidworks.
And when you do library work in an advanced way (intelligent library), you can work around 40-80%.
So there is an important difference.
From experience in several companies, we see bad habits that are unfortunately in the majority, whether in project rooms or library rooms.
Sometimes it's people who have just left school, and sometimes we find the famous style of the "external service".
The problem will be to re-use the software "normally" so as not to "prevent" from using more advanced functions-methods.
What you also have to understand is how it happens, when someone uses the "smart library" with bad methods-habits "projects" he won't see the difference, and won't notice anything.
When someone is used to working with advanced functions-methods, when he has to include "pieces of rotten projects" with bad methods, many things don't work anymore, functions become limited, unusable...
Basically, a smart library to be mixed with generic elements and those by brands.
Those by brand, it is better to store them with a tree structure identical to that of the manufacturer.
For generic ones, you have to create a tree structure by features (adapted to the needs of the users, the company).
A real piece of library to be configured by an excel, it means:
That it's only the excel that controls everything, so the "prohibit edits" option is enabled.
As a reminder, when you put an excel in a file, the info can go in one direction (3D-shift-to-excel) or in the other (Excel-shift-to-3D).
But in 99.9% of cases it is the 3D-shift-to-excel direction that is chosen.
Be careful with multi-material components, in this case it is better to manage the PRP property textually by excel, and manage the density (so leave the cdg calculation in auto), or control the mass and cdg value, by excel.
Similarly, there is one thing to understand, when you use a config library, it means that in the BOMs of a drawing, you use it in mode 3 (in the config grouping section, check the checkmark, and put mode 3).
It is also advisable when installing an assembly boom, to put "first level" only.
You never put a BOM in tabbing to reduce it behind (aberration !!).
And the last BOM in part mode, is suitable for some companies, but requires you to know how to manage your ASM-assembly cuts correctly, and to set the ASM-biblio or ASM-Const.welded well.
(advantage of the part mode, allows you to see all the needs on a project, during evolutions, allows you to make the difference, and to group orders).
Be careful with a BOM in tab, when bubbling on the plane, sometimes the bubble marker bugs (but this remains a minority case, solution, put the value in the bubble manually, and drag the balloon into a "manual value" layer with a discrete color code, so that someone else who takes over the plane knows that it's managed manually).
And of course in a plan, we almost never use manual values, or manual BOM or with force boxes (aberration !!). This should be prohibited, except in special cases, but in this case the use of a dedicated layer to signal it to other users.
When you use the 3D drilling wizard, in a plane you have to use "symbol for drilling" because one does not go without the other (yes, the disadvantage is to put the dimension on the flat face, not on the cut, even if there is half a trick...).
I assume that the basic files are "well configured"!!
auto-sizing of basic planes, correct use of filters, displays of shaded threads in the 3D, not circles that cross the model, in the configs option BOM to document name, and in advanced, do not check delete functions. And status of linked displays (by default, this does not prevent it from being used afterwards).
When you build PRT or ASM, everything that is used for the installation, the construction "must not be shown" it must be hidden in the creation tree, and not use the display filters (aberration !!).
What will remain major to the project, or uses and repetitive to install the library components (example laying plane for conical thread), can be left shown, and the filter is then deactivated.
I won't talk about the fact of the rating in the 3D, then imports into the MEPs, that's another debate...