Library Types

Library types are categories that are assigned to library items (see Library Items).

You can group several library items under a library type. Once you have created a library type, you can add library items to it as required.

You use the standard toolbar functions on the top of the LIBRARY screen to add, edit, delete, import, export library types, customise the grid layout or generate reports. For more information about these functions, see Using the Grid.

Note

  • From this toolbar, you can edit the properties of the selected library type, not the library item properties or the document itself.

  • If there are library items that have been assigned to the library type that you are attempting to delete, you will be unable to delete the library type until all library items have been reassigned.

Add Library Types

To create a new library type, proceed as follows:

  1. On the LIBRARY screen, choose Add from the top toolbar.

  2. Enter a name for the library type (mandatory) and select whether you want the library items under the library type to be displayed on the Drawings tab of the ASSETS screen (see Drawings).

  3. Click OK.

  4. Add library items to the library type on the Library Items tab (see Library Items).

Assign Library Items to Library Types

You can assign library items to library types in the following ways:

  • On the LIBRARY screen, select the library type and on the Library Items tab, add a library item to it as required (see Library Items). The selected library type is automatically filled in the Add Library dialog.

  • You can assign/reassign a library type to a library item whenever you add or edit a library item from any screens.

See also