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TABLE ON CONTENTS
USING THE CATALOG EXPLORER .................................................................................. 1
THE CATALOG EXPLORER'S WINDOW................................................................................. 2
CATALOG EXPLORER FILE COMMANDS............................................................................... 3
Catalog Explorer >File ............................................................................................................. 3
Finding a symbol in catalog explorer ....................................................................................... 4
CATALOG EXPLORER VIEW COMMANDS............................................................................. 5
CATALOG EXPLORER BUTTONS COMMANDS ....................................................................... 7
DEFINE A USER LEVEL SYMBOL TOOLBAR ........................................................................... 8

Using the Catalog Explorer

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02. Design Environment Overview

Catalog Explorer is an interface to view and manipulate an electronic catalog containing

drawing symbols and their associated properties. Conceptually, the Catalog Explorer resembles
a catalog with generic pictures of equipment and parts necessary to engineer and build a plant.

In generic terms a paper catalog contains many items arranged in sections; you can search for
items or browse through the catalog and bookmark certain pages and sections.

In contrast, Catalog Explorer replaces the paper catalog with an electronic equivalent so, you
can browse the catalog tree view for equipments or parts to be included as drawing items that
your scope of work is supposed to cover. In addition you are also able to create bookmarks for
important categories.

An important fact to always keep in mind is that "nothing" can make it into a drawing or stock
pile unless exists on Catalog Manager. This certainly helps to maintain consistency across
project(s).

The Catalog Explorer's window

Tree view

In this view, you can have access to the catalog throughout a hierarchical structure of nodes of
the catalog file system and open or close the nodes to see the contents. To open a node, click the
"+" to the left of the node name. To close a node, click the "-" to the left of the node name. If the
selected node contains any drawing symbols, the software displays them in the list view .

List view
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02. Design Environment Overview

In the List view, you see the contents of the opened node. You also use the List view to select
catalog items before placing them in a drawing or in a stockpile. You can create a navigation bar
in the region between the tree and list views for shortcuts to places throughout the catalog.

Catalog Explorer File Commands

The Catalog Explorer File menu provides access to commands that allow you to manipulate list
view items and tree view nodes in the Catalog Explorer. Also, you can search for catalog items.

CATALOG EXPLORER >FILE

Catalog Explorer View and Catalog Explorer Buttons. The commands on these menus allow you
to customize the Catalog Explorer.

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02. Design Environment Overview

FINDING A SYMBOL IN CATALOG EXPLORER

The command launches the Find dialog box, allowing you to search the active catalog for a
specific item based on user-defined search criteria.

Named - Specifies the name of the item for which you want to search. You can type an asterisk,
"*", as a wildcard character to find multiple characters, or type a question mark, "?", as a
wildcard character for a single character.

Class - Specifies the class of item for which you want to search. You can select an item class
from the drop down list or search all classes using the asterisk ―*‖.

Look In - Specifies the drive or folder that contains the symbol library that you want to search.
Browse - Opens the Explore Elsewhere dialog box, allowing you to search any network drives
or the local directory structure for a symbol library to display in the Look In box.

Results List - Lists the items that met the defined search criteria. You can drag catalog items
from this area into a My Catalog set of items in the Catalog Explorer tree view.

Find Now - Starts a search of the symbol library defined in the Look In: box.

Stop - Ends the current search.

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02. Design Environment Overview

New Search - Clears all search criteria in preparation for a new search

Catalog Explorer > New

The Catalog Explorer > File > New command creates a new node under the My Catalog >
Toolbars node in the Catalog Explorer. The My Catalog > Toolbars node must be selected in
order for the New command to be enabled on the File menu.

Catalog Explorer > Delete

The Catalog Explorer > Catalog > Delete command delete a node under the selected node in
the Catalog Explorer. This command is available for deleting nodes under the My Catalog >
Toolbars.

Catalog Explorer > Rename

The Catalog Explorer > Catalog > Rename command will rename a node under the selected
node in the Catalog Explorer. This command is available for renaming nodes under the My
Catalog > Toolbars.
Catalog Explorer > Refresh Symbol Toolbar
The Catalog Explorer > File > Refresh Symbol Toolbar activates plant- or user-level symbol
toolbars or updates the symbol toolbars to incorporate any modifications to a toolbar.

Catalog Explorer > Send to Stockpile

The Catalog Explorer > File > Send to Stockpile sends the catalog item selected in the list
view to the Stockpile. This command is particularly useful for instrument loops and packages
and other items that reside in a stockpile but generally are not depicted graphically in a drawing.

Catalog Explorer > Send to Drawing Stockpile

The Catalog Explorer > File > Send to Drawing Stockpile sends the catalog item selected in
the list view to the Active Drawing Stockpile. This command is particularly useful for
instrument loops and packages and other items that reside in a stockpile but generally are not
depicted graphically in a drawing.

Catalog Explorer View Commands

The Catalog Explorer > View command provides commands that allow you to control the
display format of catalog items within the Catalog Explorer list view.

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02. Design Environment Overview

View >Large Icons - Displays the icon for an item in the list view in a larger format.

View >Small Icons - Displays the icon for an item in the list view in a smaller format.

View >List - Displays the icon and name for an item in the list view in a simple list.

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02. Design Environment Overview

View >Details - Displays the icon, name, and file location for an item.

Catalog Explorer Buttons Commands

The Catalog Explorer > Navigation commands in Catalog Explorer provides commands that
allow you to control the display and assignment of shortcut buttons within the Catalog
Explorer.

• Catalog Explorer > Click the Add Button Available toolbars buttons are shown in the
picture bellow and, from left to right, they are named:

Button >Add Button - This command adds a shortcut button to Catalog Explorer for the active
tree view node.

Button >Remove Button - Removes the active shortcut button from the list of shortcut buttons in
Catalog Explorer.

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02. Design Environment Overview

Button > Show Buttons - In Catalog Explorer Navigation menu, a check mark next to the menu
item indicates that shortcut buttons appear in Catalog Explorer. The buttons appear on the
navigation bar between the tree and list views.

Define a User Level Symbol Toolbar

1. In the Catalog Explorer tree view, open the My Catalog node.

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02. Design Environment Overview

2. Right-click on the Toolbars node under My Catalog.

3. Click New on the shortcut menu.

4. Enter a name for the new toolbar.

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02. Design Environment Overview

5. In the Catalog Explorer list view, find symbols you want to place on your new toolbar.

6. Drag symbols from the list view and drop them into the new toolbar in the tree view.

7. When you have added all the new symbols you want to the new toolbar, right-click on the
name of the toolbar, and click Refresh Symbol Toolbar. The new toolbar will appear on the left
side of the window.

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