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Engineering Content Management - Tips & Tricks: Search & Retrieve

BlueCielo Meridian provides various ways to find engineering data, documents or folders within or across vaults

The search & retrieve function within BlueCielo Meridian increases efficiency by saving time spent searching for engineering data. 

BlueCielo Meridian Enterprise is a versatile Engineering Content Management solution with a broad range of features, allowing companies in multiple industries to optimize their business processes related to the creation, collaboration and distribution of engineering data.

BlueCielo Meridian provides various ways to find data, documents or folders within or across vaults, such as:

  • Quick Find – This feature is directly available from the main Client interface and allows you to enter simple search criteria such as a document name to find the necessary document.

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  • Key Find – Allows you to search on a specific property, indicated by an icon on the property pages. The key find properties can be configured in the Configurator.
  • Find Dialog – This is a more advanced search feature that adds some real searching power. You can customize a search to your needs by adding properties to search, restrict the search to certain Document Types and even save your search results in static or dynamic Collections.
  • Full Text Search – Full Text Searching is fully integrated into the Find dialog. It gives you the possibility to search for strings that are found in the documents themselves. In addition, user-specific views (Navigation Views) can be created showing a filtered subset of the repository for specific groups or activities, like To-Do lists. On vault (repository) level, a selection can be provided as a Scope, like “Projects Scope” holding only the active change projects, which can have restricted access and specific Navigation views.

In addition, user-specific views (Navigation Views) can be created showing a filtered subset of the repository for specific groups or activities, like To-Do lists. On vault (repository) level, a selection can be provided as a Scope, like “Projects Scope” holding only the active change projects, which can have restricted access and specific Navigation views.

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Scopes tailor the views and functionality to certain types of data within the vault for specific purposes, for example, scopes for: archived documentation, master (as-built) documentation, objects (representing assets), project documentation, etc. The scope menu in the user interface is shown in the picture above on the left. The user can select a scope, a view, and a time within the vault in that order. For each scope, separate Navigation views can be selected. The available views may also be dependent on the user groups to which the user belongs, as shown in the picture above on the right. 1 1 1 1 Menu options are also dependent on the selected scope, ensuring that only those options that make sense for the scope are shown. Security roles can be used to further limit the options that users are allowed to use. 

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Commands and Navigation views can be configured per scope (availability depending on the security role of the user), as well as which document and folder types are accessible within the scope. Additionally, filters for workflow definitions, project definitions, reference types, and reports can be specified. A scope can also limit users to documents within a specific branch of the vault folder structure. The user is then restricted to that branch in the Explorer view and all search results are restricted to the documents in that branch.

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