File Storage and Versioning (7:00 min)

00:03

PRESENTER: We will begin by logging into our BIM 360

00:06

account, and then navigating to the nine dots that

00:14

are in the upper left of our corner,

00:15

to look at the other modules that are available to us.

00:19

But you'll see that we are going to default here

00:21

into the Document Management module.

00:26

And double-clicking on that will select the module,

00:28

if you're not currently in the Document Management module.

00:31

Now, you will see that there's a Plans folder

00:34

and a Projects folder available here.

00:37

And what we're going to do is we're

00:38

going to upload our files into the Plans folders.

00:44

But before we do that, we're going

00:46

to go ahead and create some project

00:49

folders that we will use later in another one

00:52

of our exercises.

00:54

So what you're seeing here is this

00:55

is where we can actually store project content.

00:59

In our Plan folders, we're going to upload the PDFs that we

01:02

created from our project.

01:05

You could see us here selecting the ConnectedLearningWay.pdf,

01:10

selecting OK, to allow the file to process.

01:13

Now, at the moment, we do not have a template to choose from,

01:17

so we will go ahead and select Continue to allow

01:20

BIM 360 to upload the document.

01:23

Once the document is uploaded into BIM 360,

01:26

we will have the opportunity to define

01:29

the area inside the title block that we would

01:32

like BIM 360 to extract the information from for our sheet

01:37

sets.

01:39

And so you can see here, we're taking a crop of the area

01:44

that we're interested in in BIM 360.

01:51

Now, we're going to pan down in our title block area here

01:55

to get to where the information that we're trying to extract

01:58

is located.

01:59

Now, the name of your template and the number from the sheet

02:04

is required information.

02:06

Your title information is optional.

02:09

And you're seeing that we're cropping out the area where

02:12

the number will be located.

02:13

And make sure that you get a big enough area so,

02:16

if the numbers grow, you'll have that ability

02:19

to gather that information as well.

02:24

And now, you can see that BIM 360

02:26

is extracting the information from your title block.

02:30

And you're given the opportunity to correct any information that

02:33

was not extracted correctly.

02:35

And now, we're publishing those sheets.

02:40

Once the sheets are published, we're

02:42

going to have the opportunity to open them up and do

02:45

some reviews of the information that we published up

02:48

into our Plans folders in BIM 360.

02:55

And so you can see our title block here.

02:57

You can see the information coming from our sheet set.

03:01

And now, the next step will be, take a peek

03:03

at what the versioning looks like.

03:06

And so what we'll do is we'll go ahead and exit that sheet,

03:09

and then upload another file set.

03:12

You'll have the [? rev1 ?] file folder,

03:16

and it will contain another ConnectedLearningWay.pdf.

03:20

And we will say, OK.

03:21

But this time, select the template, ConnectedLearning,

03:25

to allow BIM 360 to extract the information from our title

03:30

block.

03:31

Now, since we are using the same name for the title block

03:36

PDF set that we're importing, it will

03:38

overwrite the information that is in BIM 360

03:43

and allow us to start creating our versioning.

03:49

And while the information is being overwritten in BIM 360,

03:52

it's not being lost.

03:53

Like I said, we are capturing the version,

03:56

so we can revert back as necessary.

04:08

Now, we will choose the icon at the bottom of our screen

04:11

to give us the option to compare the two versions of the drawing

04:15

that we have.

04:16

You see version

04:18

and version 1 was on the right.

04:20

And you can assign colors to these versionings,

04:23

if we are using the overlay methodology.

04:26

Everything that is in not in version 2

04:28

is showing up as blue.

04:30

Everything that is not in version 1 was showing up red.

04:34

Or we can use the overlay method,

04:37

and the slider bar appears.

04:39

And we're given the option to slide

04:41

back and forth in our sheets.

04:46

Last, we'll move over to our file manager explorer window

04:51

and navigate to the BIM 360 directory

04:54

to see the folders that have been copied down

04:56

to our local drives.

Video transcript

00:03

PRESENTER: We will begin by logging into our BIM 360

00:06

account, and then navigating to the nine dots that

00:14

are in the upper left of our corner,

00:15

to look at the other modules that are available to us.

00:19

But you'll see that we are going to default here

00:21

into the Document Management module.

00:26

And double-clicking on that will select the module,

00:28

if you're not currently in the Document Management module.

00:31

Now, you will see that there's a Plans folder

00:34

and a Projects folder available here.

00:37

And what we're going to do is we're

00:38

going to upload our files into the Plans folders.

00:44

But before we do that, we're going

00:46

to go ahead and create some project

00:49

folders that we will use later in another one

00:52

of our exercises.

00:54

So what you're seeing here is this

00:55

is where we can actually store project content.

00:59

In our Plan folders, we're going to upload the PDFs that we

01:02

created from our project.

01:05

You could see us here selecting the ConnectedLearningWay.pdf,

01:10

selecting OK, to allow the file to process.

01:13

Now, at the moment, we do not have a template to choose from,

01:17

so we will go ahead and select Continue to allow

01:20

BIM 360 to upload the document.

01:23

Once the document is uploaded into BIM 360,

01:26

we will have the opportunity to define

01:29

the area inside the title block that we would

01:32

like BIM 360 to extract the information from for our sheet

01:37

sets.

01:39

And so you can see here, we're taking a crop of the area

01:44

that we're interested in in BIM 360.

01:51

Now, we're going to pan down in our title block area here

01:55

to get to where the information that we're trying to extract

01:58

is located.

01:59

Now, the name of your template and the number from the sheet

02:04

is required information.

02:06

Your title information is optional.

02:09

And you're seeing that we're cropping out the area where

02:12

the number will be located.

02:13

And make sure that you get a big enough area so,

02:16

if the numbers grow, you'll have that ability

02:19

to gather that information as well.

02:24

And now, you can see that BIM 360

02:26

is extracting the information from your title block.

02:30

And you're given the opportunity to correct any information that

02:33

was not extracted correctly.

02:35

And now, we're publishing those sheets.

02:40

Once the sheets are published, we're

02:42

going to have the opportunity to open them up and do

02:45

some reviews of the information that we published up

02:48

into our Plans folders in BIM 360.

02:55

And so you can see our title block here.

02:57

You can see the information coming from our sheet set.

03:01

And now, the next step will be, take a peek

03:03

at what the versioning looks like.

03:06

And so what we'll do is we'll go ahead and exit that sheet,

03:09

and then upload another file set.

03:12

You'll have the [? rev1 ?] file folder,

03:16

and it will contain another ConnectedLearningWay.pdf.

03:20

And we will say, OK.

03:21

But this time, select the template, ConnectedLearning,

03:25

to allow BIM 360 to extract the information from our title

03:30

block.

03:31

Now, since we are using the same name for the title block

03:36

PDF set that we're importing, it will

03:38

overwrite the information that is in BIM 360

03:43

and allow us to start creating our versioning.

03:49

And while the information is being overwritten in BIM 360,

03:52

it's not being lost.

03:53

Like I said, we are capturing the version,

03:56

so we can revert back as necessary.

04:08

Now, we will choose the icon at the bottom of our screen

04:11

to give us the option to compare the two versions of the drawing

04:15

that we have.

04:16

You see version

04:18

and version 1 was on the right.

04:20

And you can assign colors to these versionings,

04:23

if we are using the overlay methodology.

04:26

Everything that is in not in version 2

04:28

is showing up as blue.

04:30

Everything that is not in version 1 was showing up red.

04:34

Or we can use the overlay method,

04:37

and the slider bar appears.

04:39

And we're given the option to slide

04:41

back and forth in our sheets.

04:46

Last, we'll move over to our file manager explorer window

04:51

and navigate to the BIM 360 directory

04:54

to see the folders that have been copied down

04:56

to our local drives.

Try it: Upload Files to BIM360

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