Video Transcript
To began, we'll start by opening the library browser. This shows a list of all your libraries.
Let’s start at the very top. You’ll notice various symbols, glyphs, and icons.
This symbol identifies a vault. It's the root of your library structure. You always have at least one vault.
That’s because a vault contains libraries, and libraries can have sub-libraries. When you click on a library, you’ll find your assets inside.
This is how you navigate and browse for documents.
So, let’s say you look at AutoCAD drawings. You can scroll up and down to see them all.
Wondering how many you have? Or use the scroll bar.
Here you'll notice we have 98 documents in this library.
If we select another library, we now have seven documents. At the top, it tells us what library we're in--In this case change process. Over here, you were looking at library designs and AutoCAD.
On the right, you'll see a button where you can choose how many documents you want to see per page in your window, or if you need to scroll.
If you prefer, you can set it to a higher number. For example, if you set it to 25, you'll see only 25 documents here, and you'll have multiple pages.
If you want to keep looking through the list of documents, go to the next page down by using the pagination controls below the results window, or enter a page number, like page three. There are more options available such as going all the way to the beginning, or all the way to the end.
If you like scrolling, you might set your view to a higher number. For example, you saw earlier it was set at 1000 and you can scroll through the list. Some libraries have thousands of documents, so you may need to scroll several times, or scroll all the way down and still have to go to another page.
It all depends on how many documents are in the library.
Sometimes it's helpful to know how many documents you have here.
There's one more option here.
This is the grid button. It lets you choose which fields you want to see.
You can't move this window, so just close it for now. That tells you where you decide which fields you want to display. What metadata fields about each document do you want to show here?
Now, go back to the grid. You'll see a default of four fields. These are the four defaults you'll see right away: file name, status—like in, out, review, hold—plus project number.
You can stretch any of those columns. Just hover your cursor over the edge until you see the two arrows, then stretch.
It works the same way in the results window and in other sections of your window.
Here, you can pick different options.
Let’s step back for a second.
This window shows your column sets. You get some default columns right out of the box. But if you need more columns, like the project number, you can add them.
Go in here, and you’ll see a list of all your fields. Just click the box next to the fields you want to see, besides the four default ones.
When you add a field or a few fields, they’ll show up on the side. By default, you probably see file name, status, library, and maybe owner.
What you’re looking at now is the active column set. It’s highlighted, so you know which one it is. Set up the columns you want, then save it as a column set you can switch to later.
Right now, your environment is using this active column set—maybe one you created earlier. If you want to use a different set for different file types or data, like plant drawings, you can switch.
So, for plant drawings, you might want different columns, different metadata. Want to make this your default? Go ahead and confirm.
You’ll see your columns change. Now you have plant name, project number, and project phase—columns that weren’t in the last set.
And that’s it—your columns are updated.
You can quickly add or change the columns. Once you set up the columns the way you like, you can save them. Then, make that your active column set.
Every time you look at a list of files, you'll see those columns until you change it to something else.
Now, let's talk about the user interface. You might notice you have a lot of columns, but you can't read everything. Let's fix that.
Just stretch the columns wider.
See this column? That's the status. This one shows the owner.
Right now, nobody owns the files because all documents are checked in. If you check out a document, your name will show up here as the owner, and the status will change to "out."
Project phase is shown here too.
You can move the column boundaries so you can see all the words.
Just like in Windows, you can drag and drop columns. If you don't need a column, like "owner" when it's empty, you can move it out of the way.
But you do want to see the project right after status.
Maybe you want to see the company name or the project phase after that. Column can be organized to meet your needs.
Maybe you want revision up front. Just move it around, and resize it.
If you want to get rid of a column, just update your column set. You can uncheck the ones you have checked now.
Not sure where it is? Scroll or use the search. If you're searching for, let's say, project—there you go.
If it has a check, you can uncheck the project number and it goes away. Uncheck the phase, and it goes away too.
Then you can save it or undo your changes. Those are your options.
Column sets can be shared across your teams in multiple ways. We can share right from the Grid Settings. Or, by using the share manager.
You can share a lot of objects in Adept— like favorites, saved searches, and column sets.
You pick and choose from a menu who you want to share them with. So, you'll see these dialog boxes or panels pop up where you can select your options.
That’s what you'll see throughout the interface.
Do you want to save the changes? Choose no if you need to make changes.
Now, about libraries and symbols. The vault is at the top level . You always have at least one.
You can have more than one library—many libraries in your vault or vaults. These can also have sub-libraries.
Notice the symbol here doesn’t have any color, but this one has a check mark.
What does that mean?
The one with the check means any document checked into this library, the one with the check, has to go through a workflow. So, the document won’t be checked into the library and get an end status right away.
It goes into a review status, where people have to review it as part of a workflow.
At the last step of the workflow process, once someone approves it, that document goes in with an in status.
That’s your visual clue—a checked library isn’t available immediately as the most current.
You need to wait until it goes through its workflow steps and gets final approval.
You might see other colors in this list too.
Sometimes, if a document is inheriting settings, you might see a purple or a green color. The meaning of each color is defined.
When you look through our help documentation about libraries, you'll see more details.
In the library settings, you'll find descriptions for all the different icons.
You can also go to the online help for more information.
Notice these icons here. They're visual cues, so you can quickly tell what kind of document you're looking at.
For example, if you see an assembly icon, it has children.
The little "L" at the bottom means it has children.
There are several different icons. Some show it's just a parent, some show it's just a child, and others show it's both a parent and a child.
So, you can easily see those relationships. Just look at the icons to get an idea of the relationships.
That's the Library Browser — revisit the Library Settings help topic for the full reference on symbols and icons.
