Metadata
Documents in BIMcollab Twin are always part of a location, project or project phase (Note: A document linked to a location or project does not have a phase). Many different kinds of documents are included within a project or a phase. A set of data is requested upon the upload of documents that make each file distinguishable from the others and this set is called metadata. Metadata that is assigned to a document makes it findable and filterable.
There are some fields in the submission of metadata that are preset by the project administrator and some that can be inserted freely. The prescribed values that are set by the admin are, for example: status, spatial structure, discipline, labels and manufacturer and the fields that can be added freely are the descriptions or dates.
The admins can learn how to set up the values such as Disciplines, Status, Label, Companies,... on our Starter Guide for BIMcollab Twin Admins. Below is an overview of all fields in documents which are made mandatory by default:
- Document number: a unique number or code for this document
- Descriptions: a textual description of the contents of the document
- Document date : the issue date of the first version of the document
- Spatial structure (location, project, phase, attached to) : the spatial structure is the plots, buildings and floors as created in the location and projects.
- Document type: the document types provide an initial subdivision of the documents. It is easy to filter by types in the navigation of the documents module. A choice of standard document type can be made.
- Discipline: the list of disciplines can be set per each BIMcollab Twin space. The classification of disciplines can vary greatly per project.
- Manufacturer: The list of manufacturer matches the companies associated with the space users.
The above mentioned data can be listed in our Excel file template. Uploading this Excel file along with your documents, eliminates the need to insert the data manually. This excel file is called the upload list.
Some information may change per version, so these fields are maintained per version of the document:
- Version number: number or letter to indicate the version.
- Version date: date of the current version.
- Status: a document must always be assigned one status. The statuses can be set per space.
Some information are not mandatory to include but you have the option to use them and further enrich the data, for example:
- Labels: a document can be assigned one or more labels to provide documents with additional prescribed properties. Labels are set per each space by the space administrator.
- Version description: description of the changes.
- Scale: scale of the drawing.
- Paper size: size of the sheet needed to print documents later.
- Custom metadata: space-specific metadata fields, which can be created by space administrators
Read about deleting metadata entries in this article.
Related Articles
Delete discipline and status entries
In BIMcollab Twin, metadata helps you organize and classify your project documents. You can now manage your metadata more effectively by deleting discipline and status values from the options list. This article explains how to delete values and ...Create and add a documents naming convention to a project phase
Within BIMcollab Twin, the document number is very important, because the entire version management depends on corresponding document numbers. Document naming conventions are essential for organizing files in a structured and consistent manner. ...Document Placeholders
When uploading your documents to BIMcollab Twin, you can choose to use a Placeholder for a document instead of immediately uploading at that point in time. These contain all the relevant information about the document, but allow you to perform the ...Upload documents
At the top right of the screen is the button for adding (1) documents to a project phase. The path in the navigation menu (2) determines the space, location, project or project phase where the documents will be placed. Thus, it will be necessary to ...Upload list
Uploading documents When uploading documents, BIMcollab Twin asks for document details, which can be filled in automatically using a special upload list, especially when a lot of documents need to be uploaded. This list links the file name to the ...