File Storage and Versioning (7:00 min)

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PRESENTER: We will begin by logging into our BIM 360

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account, and then navigating to the nine dots that

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are in the upper left of our corner,

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

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

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into the Document Management module.

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And double-clicking on that will select the module,

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

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

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and a Projects folder available here.

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

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going to upload our files into the Plans folders.

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But before we do that, we're going

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to go ahead and create some project

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folders that we will use later in another one

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of our exercises.

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So what you're seeing here is this

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is where we can actually store project content.

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

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created from our project.

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You could see us here selecting the ConnectedLearningWay.pdf,

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selecting OK, to allow the file to process.

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

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so we will go ahead and select Continue to allow

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BIM 360 to upload the document.

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Once the document is uploaded into BIM 360,

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we will have the opportunity to define

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the area inside the title block that we would

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like BIM 360 to extract the information from for our sheet

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sets.

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

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that we're interested in in BIM 360.

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

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

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is located.

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

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is required information.

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Your title information is optional.

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

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the number will be located.

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

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if the numbers grow, you'll have that ability

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to gather that information as well.

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And now, you can see that BIM 360

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is extracting the information from your title block.

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

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was not extracted correctly.

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And now, we're publishing those sheets.

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Once the sheets are published, we're

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going to have the opportunity to open them up and do

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some reviews of the information that we published up

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into our Plans folders in BIM 360.

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And so you can see our title block here.

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You can see the information coming from our sheet set.

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

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at what the versioning looks like.

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

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and then upload another file set.

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

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and it will contain another ConnectedLearningWay.pdf.

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And we will say, OK.

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But this time, select the template, ConnectedLearning,

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to allow BIM 360 to extract the information from our title

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block.

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

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PDF set that we're importing, it will

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overwrite the information that is in BIM 360

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and allow us to start creating our versioning.

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And while the information is being overwritten in BIM 360,

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it's not being lost.

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Like I said, we are capturing the version,

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so we can revert back as necessary.

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

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

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that we have.

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You see version

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and version 1 was on the right.

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And you can assign colors to these versionings,

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if we are using the overlay methodology.

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Everything that is in not in version 2

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is showing up as blue.

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

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Or we can use the overlay method,

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and the slider bar appears.

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And we're given the option to slide

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back and forth in our sheets.

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

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and navigate to the BIM 360 directory

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to see the folders that have been copied down

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to our local drives.