& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
In this lesson, we’ll learn how to categorize items, and use that categorization to locate items with the Advanced Search feature.
Let’s explore how to use categorization to organize and identify subsets of items.
Transcript
00:04
Categorization in Upchain is a great way to organize your items according to specific presets and customized attributes.
00:12
Let's take a closer look at how to set this up from within your web application.
00:16
Categorization and category attributes are helpful in allowing you to add additional information to a specific group of items,
00:24
that are unique to that group.
00:25
In other words, these attributes belong to that category of item and not to any others.
00:30
For example, you will see thread count for anything in the screw category, but you won't see it on any other items where that screw is not relevant,
00:39
like washers and anchors.
00:41
Within this rod assembly, we already have a number of screw items loaded into the project, as we can see here.
00:48
To view any categories that have been loaded into the item, simply click on the Categorization tab in the Item Details panel.
00:55
Your categories are empty by default.
00:58
Adding a new category to this item is as easy as clicking on the "+" button and selecting one of the categories created from our tenant admin.
01:06
Our TA can further expand on these categories if and when required, and they will be available in all projects to users working within this tenant.
01:16
Similarly, we can click on the "-" button to remove a category.
01:21
The category setup may also contain category attributes, which add further detail to this category, for example, a length or a type.
01:29
For instance, you might have screws, nuts and bolts as categories, but these categories can have different category attributes,
01:36
such as bolts requiring an internal diameter or screws a drive type.
01:41
Looking at all of these screws here, we can inspect the various categories that have been assigned to each item in the Categorization tab.
01:49
Here we can find brand, filtering, thread diameter, and stock item screws with further attributes to be filled in for the screw category.
01:58
To fill in or edit these attributes, I can simply hit the little pencil icon, "Edit details".
02:04
Notice how drive type has a convenient drop down for the various options as does type, while length requires a numerical value to be input.
02:14
So the process for adding and adjusting categories and attribute is simple and straightforward.
02:18
We go in-depth on configuring categories in lesson 3 of item configuration in the tenant admin learning path.
02:26
Once we've filled in the required fields, let's just hit "Save" to commit the changes.
02:30
The more categories and attributes that are available for an item, the more information your users will be able to include.
02:37
For instance, you might want to create a long list of categories for particular parts,
02:42
that might be reused frequently within your project with a diverse list of category attributes for users to select from.
02:49
So we have discussed categorization and category attributes within Upchain in detail and how to find view and make changes.
Video transcript
00:04
Categorization in Upchain is a great way to organize your items according to specific presets and customized attributes.
00:12
Let's take a closer look at how to set this up from within your web application.
00:16
Categorization and category attributes are helpful in allowing you to add additional information to a specific group of items,
00:24
that are unique to that group.
00:25
In other words, these attributes belong to that category of item and not to any others.
00:30
For example, you will see thread count for anything in the screw category, but you won't see it on any other items where that screw is not relevant,
00:39
like washers and anchors.
00:41
Within this rod assembly, we already have a number of screw items loaded into the project, as we can see here.
00:48
To view any categories that have been loaded into the item, simply click on the Categorization tab in the Item Details panel.
00:55
Your categories are empty by default.
00:58
Adding a new category to this item is as easy as clicking on the "+" button and selecting one of the categories created from our tenant admin.
01:06
Our TA can further expand on these categories if and when required, and they will be available in all projects to users working within this tenant.
01:16
Similarly, we can click on the "-" button to remove a category.
01:21
The category setup may also contain category attributes, which add further detail to this category, for example, a length or a type.
01:29
For instance, you might have screws, nuts and bolts as categories, but these categories can have different category attributes,
01:36
such as bolts requiring an internal diameter or screws a drive type.
01:41
Looking at all of these screws here, we can inspect the various categories that have been assigned to each item in the Categorization tab.
01:49
Here we can find brand, filtering, thread diameter, and stock item screws with further attributes to be filled in for the screw category.
01:58
To fill in or edit these attributes, I can simply hit the little pencil icon, "Edit details".
02:04
Notice how drive type has a convenient drop down for the various options as does type, while length requires a numerical value to be input.
02:14
So the process for adding and adjusting categories and attribute is simple and straightforward.
02:18
We go in-depth on configuring categories in lesson 3 of item configuration in the tenant admin learning path.
02:26
Once we've filled in the required fields, let's just hit "Save" to commit the changes.
02:30
The more categories and attributes that are available for an item, the more information your users will be able to include.
02:37
For instance, you might want to create a long list of categories for particular parts,
02:42
that might be reused frequently within your project with a diverse list of category attributes for users to select from.
02:49
So we have discussed categorization and category attributes within Upchain in detail and how to find view and make changes.
Understanding the Advanced Search feature will help you locate items and files in Upchain. Let’s build a search query and use the information contained within the results.
Transcript
00:04
The Advanced search feature helps us to search across any private projects that we have been added to as well as any public projects in Upchain.
00:12
It can be quite helpful should you find yourself in a situation where you need a specific item, but can't remember the location or item number.
00:21
Today, we want to find a particular set of screws used to put together this fishing rod assembly.
00:27
You may remember from the previous video that we were looking at specific screw categories and category attributes,
00:33
and we will use those values within our Advanced search today.
00:37
Start by hitting the "Advanced search" in the top right and will be greeted with the Advanced search window.
00:44
There are a number of search categories that we can use here,
00:47
and each will set the context for the rest of the criteria that we select within the search.
00:52
For example, use "File" to look for a particular CAD or drawing file within Upchain.
00:58
Note how your selection here affects search criteria.
01:01
In this case, mainly CAD and drawing focused filters will be selectable. So this is a good method search for a Phantom in the system.
01:10
Since we are working within the web application, filtering criteria based on items should be most effective.
01:16
Now I want to match all my filters because I'm using quite a broad range of criteria.
01:21
And using "Match any" on an item like screws could potentially yield thousands of results.
01:27
In terms of assigning which attributes to search for, we know first and foremost that the screws are made from aluminum.
01:34
We also know that the screw is under a half inch in diameter.
01:38
So we can use the custom category attribute we discussed in the previous video as a search filter here.
01:43
We know that the screw that we're searching for has a thread of under a half inch in diameter.
01:48
In fact, it has a rough thread size of one quarter inch.
01:53
We also know, of course, that a category is stock item screw, so we can fill that in.
01:59
Lastly, we know that these screws are made by Phillips.
02:02
And because the category attribute has been set up for brand, as we saw in the last video, we can go ahead and select that here.
02:11
The Brand Type being Philips.
02:14
Now in addition to the "Add" button that we've been using here, we also have the option to add subclauses.
02:20
This provides a nifty way to add multiple criteria to one or more searches that can be used as part of "Match all" or "Match any" scenarios.
02:29
And in this way, we can tailor complex searches for detailed search criteria,
02:34
but I think we already have enough criteria to get the search started so let's go and remove those extra fields.
02:40
Since we've gone to all the trouble of creating the search now,
02:43
we do have the option to save it allowing us, as well as other team members, to easily access it again in the future.
02:51
Private searches will only appear for you when you access the Advanced search,
02:55
whereas public searches will be accessible to any user within your Upchain tenant.
03:00
In this way, you can save some searches for personal use and others that you think your team or company might find useful.
03:08
Let's head back to the search we just saved. When we're happy with our criteria, we can hit "Search".
03:14
And once our results are returned, we're free to interact with them.
03:18
Selecting an item will bring up the Item Details panel displaying additional information,
03:24
that we may not have been able to see at a glance from within the columns of the Advanced search.
03:29
These columns do, however, display a large amount of information for each item.
03:34
Now, from the Advanced search, we have the option to go directly to the item itself or to copy it straight from this interface.
03:42
Copying is faster if you are sure that this is the item you need.
03:46
In our example today, we would rather hop on over to where it currently exists to see where it is located,
03:53
and what relationship it has to our assembly.
03:56
Good practice would be to check the Where use tab for where this item has been used before.
04:02
If we are happy with our chosen item, we can copy it from here with the "More actions" button.
04:08
Alternatively, our Advanced search will still be open and accessible, and we can copy our item from there.
04:15
So we have now seen how powerful Upchain's Advanced search feature is as well as how to copy items from it,
04:22
and the benefits of saving your searches for future years.
Video transcript
00:04
The Advanced search feature helps us to search across any private projects that we have been added to as well as any public projects in Upchain.
00:12
It can be quite helpful should you find yourself in a situation where you need a specific item, but can't remember the location or item number.
00:21
Today, we want to find a particular set of screws used to put together this fishing rod assembly.
00:27
You may remember from the previous video that we were looking at specific screw categories and category attributes,
00:33
and we will use those values within our Advanced search today.
00:37
Start by hitting the "Advanced search" in the top right and will be greeted with the Advanced search window.
00:44
There are a number of search categories that we can use here,
00:47
and each will set the context for the rest of the criteria that we select within the search.
00:52
For example, use "File" to look for a particular CAD or drawing file within Upchain.
00:58
Note how your selection here affects search criteria.
01:01
In this case, mainly CAD and drawing focused filters will be selectable. So this is a good method search for a Phantom in the system.
01:10
Since we are working within the web application, filtering criteria based on items should be most effective.
01:16
Now I want to match all my filters because I'm using quite a broad range of criteria.
01:21
And using "Match any" on an item like screws could potentially yield thousands of results.
01:27
In terms of assigning which attributes to search for, we know first and foremost that the screws are made from aluminum.
01:34
We also know that the screw is under a half inch in diameter.
01:38
So we can use the custom category attribute we discussed in the previous video as a search filter here.
01:43
We know that the screw that we're searching for has a thread of under a half inch in diameter.
01:48
In fact, it has a rough thread size of one quarter inch.
01:53
We also know, of course, that a category is stock item screw, so we can fill that in.
01:59
Lastly, we know that these screws are made by Phillips.
02:02
And because the category attribute has been set up for brand, as we saw in the last video, we can go ahead and select that here.
02:11
The Brand Type being Philips.
02:14
Now in addition to the "Add" button that we've been using here, we also have the option to add subclauses.
02:20
This provides a nifty way to add multiple criteria to one or more searches that can be used as part of "Match all" or "Match any" scenarios.
02:29
And in this way, we can tailor complex searches for detailed search criteria,
02:34
but I think we already have enough criteria to get the search started so let's go and remove those extra fields.
02:40
Since we've gone to all the trouble of creating the search now,
02:43
we do have the option to save it allowing us, as well as other team members, to easily access it again in the future.
02:51
Private searches will only appear for you when you access the Advanced search,
02:55
whereas public searches will be accessible to any user within your Upchain tenant.
03:00
In this way, you can save some searches for personal use and others that you think your team or company might find useful.
03:08
Let's head back to the search we just saved. When we're happy with our criteria, we can hit "Search".
03:14
And once our results are returned, we're free to interact with them.
03:18
Selecting an item will bring up the Item Details panel displaying additional information,
03:24
that we may not have been able to see at a glance from within the columns of the Advanced search.
03:29
These columns do, however, display a large amount of information for each item.
03:34
Now, from the Advanced search, we have the option to go directly to the item itself or to copy it straight from this interface.
03:42
Copying is faster if you are sure that this is the item you need.
03:46
In our example today, we would rather hop on over to where it currently exists to see where it is located,
03:53
and what relationship it has to our assembly.
03:56
Good practice would be to check the Where use tab for where this item has been used before.
04:02
If we are happy with our chosen item, we can copy it from here with the "More actions" button.
04:08
Alternatively, our Advanced search will still be open and accessible, and we can copy our item from there.
04:15
So we have now seen how powerful Upchain's Advanced search feature is as well as how to copy items from it,
04:22
and the benefits of saving your searches for future years.
How to buy
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