Catalog Explorer consists of the following navigational areas:
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Toolbar
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Tree view
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Icon view / List view
Toolbar
The toolbar includes the following commands:
Expand All / Collapse All
This command is a toggle that expands or collapses items in the tree view under the currently selected folder.
Tile Vertically / Tile Horizontally
Toggles between the tiling of the tree view and icons or list view vertically (tree view on the left) or horizontally (tree view on top).
Icons / List
Toggles the display of the catalog items as tiles (where each tile displays an icon, the symbol name, and a tool tip) or a grid showing a list of properties including the icon for the item.
Display Favorites
Toggles between displaying only catalog items assigned to the Favorites folders or all catalog items in the selected folder including Favorites. If the Show all Symbols toggle command is selected, catalog items in the subfolders of the selected folder will also be displayed.
Quick Catalog
Toggles between displaying only catalog items assigned to the Quick Catalog or all catalog items in the selected folder including Quick Catalog items. If the Show all Symbols toggle command is selected, catalog items in the subfolders of the selected folder will also be displayed.
Import
Imports to Catalog Explorer a .bin file containing Favorites, Quick Catalog, and Flags settings.
Export
Exports all Favorites, Quick Catalog, and Flags settings from Catalog Explorer to a .bin file.
Refresh
Refreshes Catalog Explorer to reflect changes made during the session to folders or catalog items such as additions, updates, or deletions.
Show all Symbols
Shows or hides catalog items in the subfolders of the folder selected in the tree view.
If the selected folder includes any catalog items other than in its subfolders, then those symbols will be displayed even if you deactivate the Show all Symbols command.
Search Box
The Search box is used to find items by typing a string that is part of the symbol name or a flag. By default, the scope of the search is on the selected folder only. To include it's subfolders too in the search, activate the Show all Symbols command.
Search for the string or flag entered is canceled when you switch to another folder in the tree view or when you select a toolbar command.
Searches are case-insensitive.
Tree View
The tree view displays a hierarchy of nodes that contain catalog items. You can navigate through the tree view by selecting the different nodes. A small right-facing triangle to the left of the node name indicates that the node contains sub-nodes. Select the node to expand it. To close a node, select the triangle to the left of the open node name. If the selected node contains any drawing symbols, the software displays them in the icon / list view.
If the Symbols node is not displayed in the tree view, ensure that in Options Manager, the Catalog Explorer Root Path value does not include a trailing '\' (backslash) character.
Icon View / List View
When a folder is selected in the tree view, the icon view or list view displays all the symbols in that folder and its sub-folders, organized by item class. From these views, you can select catalog items before placing them in a drawing (for Smart P&ID only) or in a stockpile. You can specify the view style for the symbols in the list view by toggling the Icons / List toolbar command.
Icon view
Displays the catalog items as tiles. Each tile shows an image of the item, the item's name, including the file extension (.sym for symbols or .pid for assemblies), and a tool tip with additional information. Below the image, a toolbar appears with several commands.
List view
Displays the catalog items in a grid, showing the following options or properties:
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Toolbar commands. These commands are identical to the commands that appear in the icon view.
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Catalog item image
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Item's name
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File Type, which can be Symbol (.sym file) or Assembly (.pid file)
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Item Class
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Folder Path
Icon View / List View Commands
The following commands are available:
Add to Quick Catalog
Assigns the item to the Quick Catalog and moves that item to the top of the view area. If more than one item is assigned to the Quick Catalog for a particular folder and its sub-folders, the items are displayed in alphabetical order. When a catalog item is assigned to the Quick Catalog, the icon changes to ; to remove an assigned catalog item from the Quick Catalog, select this icon.
Add to Favorites
Opens the Add to Favorites dialog, from where you can select an existing Favorites folder or create a new folder in which to add the catalog item. When a catalog item is included under the Favorites folder, the icon changes to .
Flags
Opens the Flags dialog. Flags are used to assign additional search strings to an item apart from the item's name. When one or more flags are assigned to a catalog item, the icon changes to .