Spreadsheet Setup
After you set TagLinker in the settings screen, the next thing to do is to index your tags, however, before indexing, you need to format some of your columns in your sheet, the formatting is explained below.
Documents Sheet
--> You need to follow the rule below otherwise, TagLinker won't work !
For TagLinker a document file name is a tag name. TagLinker links all the associated documents to the tag. Example, you may have a process instrument tag with its associated (linked) documents such as P&ID, Location or Junction Box documents. However, if the tag name is a document file name, we do not want to associate a set of documents to another document and therefore not applicable.
Therefore, for a documents list, you must name the sheet itself "Documents" this way, TagLinker will not try to links another documents to a document tag.
When the Linker module scan your document, it will find and links this document name (tag name) to all the tags it found, excepted the document tag itself.
Sheet Columns
In order to work with TagLinker, your sheet needs to follow some basic columns rules. These rules apply solely to four (4) columns in your sheet.
- Column Name
- Column Type
- Column Status
- Column Note
In your spreadsheet it will looks like this:
Column "Name"
Your sheet must have a column header with the name "Name", all the rows under this column become a tag name for TagLinker. The tag name must be unique which is anyway a rule for any projects you may have to work on.
For TagLinker a document file name, a part number is also a tag name, this approach allow linking everything to a tag including its part number and associated vendor documents.
Try to keep your tag name clean, especially for vendors documents file names.
Column "Type"
This column is mandatory only for your documents list sheet. This sheet list all your document and must be unique, the name of your worksheet and sheet must be "Documents" .Your sheet must have a column header with the name "Type" indicating which type of document you have (P&ID, Location, etc..).
The column "Type" can have one or two fields, if you use two fields, each field must be separated with a line break (alt-enter). The first field is a URL endpoint used by the viewer engine to get the exact document type when looking for a specific tag. The second field is the document's type itself and will appear as the name for the navigation button to get this document in particular.
If you look the image above, you have a document named DSOT-DW-IC-0007-02, the document type is a Location drawing, its URL endpoint is Loc.
With the viewer, you can access this document with /view?DSOT-DW-2000-IC-0007-02.
You can access the location drawing of tag 2400-HK-2402 with the Loc endpoint like this : /view?2400-HK-2402/Loc.
If you ask for /view?2400-HK-2402, you get the generic UI for the tag, and note the button with the label Location to access your location drawing for this tag. See image below:
This technique allow you to choose the labels of your navigation buttons to access your documents as well as the URL endpoints names. Therefore, you can pinpoint a specific document using its URL, you can also use the URL in your oen documents or application (like an HMI app for instance to get the document fast)
See Viewer section in the documentation for more details.
Columns "Status" and "Note"
The column "Status" and "Note" are optional, but if you omits them they won't become available along the tag's information UI. If you have them, both will be shown on your tag and you will be able to update the status and note directly from the tag's UI.
If you look the image above, the status of DSOT-DW-IC-0007-02 is Conceptual and its note is Change tag 2200-DIT-0812 for 2200-DIT-0803 (John Doe), you will see the status wherever the tag is clicked in your documents you will get a UI like below:
You will be able to update the note and status from the UI, the columns in your spreadsheets will be updated as well. You can also set a color for each status you have, the color will be shown wherever the tag is clicked in your documents. this is particularly useful during the commissioning phase of a project.
Goto settings to know how to set status lists and colors.
Watch a video summary of how to setup and format your spreadsheets columns: