How to create or delete libraries

Lily
Lily
  • Updated

 

1. What is a library

The library is a place to store your techpack cards along with their associated images, annotations comments, and keywords. You and your organization members can copy cards from these libraries at any time when working on new or existing techpacks.

There are four types of libraries on Techpacker:

sketches.png Sketch library
materials.png Materials library 
measurements_.png Measurements library 

custom.png Custom section library 


 

2. How to access libraries

There are two ways to access the card library:

 

2a. Access the libraries from the side menu:

Step 1: Alphabet-a.png Click on this menu.png icon located on the top-left of your screen to open the drop-down menu.

Step 2: Alphabet-b.png Choose the libraries option. 

2a_step_2.jpeg

 

Step 3: When inside the library page, click on this Path_2.png icon to see the list of all the libraries you have created. 

access-library.jpg

 

Step 4: Select a library from here.

access_a_library.jpg

 

Further, when previewing your selected library, you can perform these actions:

edit-a-library.jpg

 

  • Alphabet-a.png Library Settings: Once you click on the library settings icon. A window will pop-up (as shown below) so you can update your library information such as your library name, cover image, size range, color combos, and keywords.

library-settings.jpg

  • Alphabet-b.png  Filter cards: You and your team can easily locate a particular card throughfilter-variant.png filter search

 

  • Alphabet-c__1_.png Options: Select the card(s) and click on the  option menu located on the top navigation bar. Then select an action that you would like to perform from the drop-down menu.

2a_step_4_c_new.jpeg

 

  • Alphabet-d.png Sort cards: Click on this sort-variant.pngsort icon located on top of the library and select a sort option from the drop-down options.

 Screenshot_2020-05-01_at_5.07.43_PM.png

 

  • Alphabet-e.png Add new cards: Click on the + Add sketch+ Add material or + Add measurement, and create cards inside their corresponding library.

 

2b. To access the card library from the Library Shortcut:

Step 1: Inside any of your techpack, click on the icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Click on this Path_2.png drop-down icon to select a library you wish to view. 

library_shortcut.gif

 

 


 

3. How to add libraries

There are four types of libraries on Techpacker: The library for default sections : sketches with the icon sketches.png  , materials with the icon materials.png , measurements with measurements_.png icon, and the custom section library  

with the custom.png icon. 

Information stored in these libraries is visible to all organization members. Everyone can access it, add, edit, remove, or copy cards from there.

 

Here are two ways to add card libraries:

 

3a. Adding card library from the side menu:

Step 1: Alphabet-a.png Click on this menu.png icon located on the top-left of your screen to open the drop-down menu.

Step 2: Alphabet-b.pngChoose the libraries option. 

3a-step-2.jpg

 

Step 3: When inside the library page, click on this +Add Library on the top right corner. 

3a-step-3-new.jpg

 

 

Step 4: Alphabet-a.png Name your library and Alphabet-b.png select the type of section you wish to save as a library. Click on create, this will navigate you inside the newly created library.

Screenshot_2020-03-09_at_4_04_55_PM.jpg

 

 

3b. Adding card library from the library shortcut:

Step 1: Open a techpack and Alphabet-a.png click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Alphabet-b.png Click on the  option located on the right end.

add-a-library.png

 

Step 3: Create a new library. 

3b_-step_3_new.jpeg

 

Step 4: Alphabet-a.png Name your library and Alphabet-b.png select the type of section you wish to save as a library. Click on create.

Screenshot_2020-03-09_at_4_04_55_PM.jpg

 

 


 

4. How to add or delete cards in libraries

 

4a. How to add cards in a library:

There are three different ways to add cards in any library- 

 

Add through the library shortcut:

Step 1: Open a tech pack and click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Click on Path_2.png to pick a library you wish to add cards in. If you don't have one yet, here's how to add a new library

Step 3: Select card/s from your tech pack and drag them by clicking on the drag_and_drop.png icon and drop them into your library as shown in the gif below.

adding-cards-in-library-new.gif

 

You can only add cards to their corresponding library type. For eg. You can only add Sketch cards into Sketch libraries and material section cards to material libraries etc.

 

Add through the library page:

Step 1: To open your Library page Alphabet-a.png Click on this menu.png icon located on the top-left of your screen and  Alphabet-b.png Choose the libraries option. 

4a-otption_2new.jpeg

 

Step 2: Go to the Libraries option and select open a library where you wish to add cards. 

access-library.jpg

 

Step 3: Now there are three ways you can add cards in your library here - 

 

Option 1: You can bulk upload your images in a library by simply dragging them in from your computer as shown below. Techpacker will create a card for each file added.

bulk-upload.jpg

 

Option 2: You can also add Alphabet-a.png a new card by clicking on the Alphabet-b.png + Add sketch, + Add material or + Add measurement, as shown in the screenshot below. 

add-sketch.jpg

 

Option 3: Lastly, you can even import your cards from an Excel file. The file has to be in a CSV format with all your table information.

Click here to download a sample CSV file format.

Before creating a library by importing a CSV.
☑ Make sure that your library has no cards and is completely blank.

 

Step 1: Click on this open_in_browser.png import from csv icon located on the top-right of your library.

CSV_upload_in_library.jpg

 

Step 2: Browse and select the .csv file you wish to upload and click open

You can use this excel template to update your material table data before importing it on Techpacker.

import library.png

 

Step 3:This screen will pop-up where you will select the information from your CSV file you wish to include.

  • Under Source you will see the names of the columns from your CSV file
  • Under Destination, you will select and match the relevant columns where your table data should go.
  • For e.g. if in your .csv a column in called CARD TITLE, then in the destination area you should also match it with  Alphabet-a.png CARD TITLE.
  • In case you wish to hide a certain column in your library, you can click on this images.png icon to hide a column as shown above Alphabet-b.png. Your data will be imported, but just won't be visible. You can always unhide that column late through the column manager
  • Alphabet-c__1_.png You can switch any column to color column using the palette.png icon.
  • Alphabet-d.png Check Group.png the columns you would like to show in your material table. 

 

  • Alphabet-e.png You can preview the columns and the order of the final table after you have made all the changes. 
  • F.png Click on the "Import CSV" icon to import the table with the final changes made by you.

 

4b. How to delete cards in a library:

Step 1: Open a techpack and Alphabet-a.png click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Alphabet-b.png Click on Path_2.png to see the drop-down library panel from the right where you can choose which library you wish to delete cards from and select the cards.

Step 3: Alphabet-c__1_.png Click on the  option located on the right side. 

delete-card-option.jpg

 

Step 4: Click on edit library.

4b-step4-new-.jpeg

 

You will be redirected to a page where you can delete cards in your library.

Step 5: Select the cards you would like to delete

Step 4: Click on the  option located on the right side of your screen. Click on the Delete option and you can now delete your selected cards from the library as shown in the gif below.

delete_cards.gif

 

You can also archive your cards if you want to reuse the cards later.

 


 

5. How to edit and delete libraries

5a. How to edit a library:

Step 1: Open a tech pack and Alphabet-a.png click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Alphabet-b.png Click on this Path_2.png drop-down icon to select a library you wish to edit.

Step 3: Alphabet-c__1_.png Click on the  option located on the right side. 

edit-library.png

 

Step 4: Click on the edit library option to make changes to your library.

5a-step-4-new-.jpeg

 

5b. How to delete a library:

There are two different ways to delete library- 

 

Delete from the library shortcut:

Step 1: Open a tech pack and Alphabet-a.png click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Alphabet-b.png Click on this Path_2.png drop-down icon to select a library you wish to edit.

Step 3: Alphabet-c__1_.png Click on the  option located on the right side. 

edit-library1.png

 

 

Step 4: Click on Delete Library.

5b-step-3-new-.jpeg

 

 

Delete from the library page:

Step 1: To open your Library page Alphabet-a.png Click on this menu.png icon located on the top-left of your screen and  Alphabet-b.png Choose the libraries option. 

5b.jpeg

 

Step 2: Click on this Path_2.pngdrop-down icon to select a library you wish to delete.

5ba-step2.jpg

 

Step 3:  Click on the delete icon bin.png and the library will be deleted.

5ba_step3.jpg

 

 


 

6. How to use libraries

Here's when you really experience the awesomeness of the cards library. At any time you can import cards from your card library directly to your techpack and vice-versa. With each card, you can also import its associated description, image, annotations, comments, attachments, and keywords.

 

Click here to learn in-depth about how to use your newly created libraries.

 

 


  

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