Create interactive diagrams

Use this contextualization tool to find, extract, and match tags on engineering diagrams and link them to an asset hierarchy or other resource types, such as files. You can approve or reject the results at any time. An engineering diagram with new tags has the status Pending approval. This status means that there are detected tags that need to be either approved or rejected to ensure that the interactive diagrams are accurate. For each engineering diagram, CDF shows the tag types it has detected:

Tag type Diagrams: Tags to other engineering diagrams.
Tag type Assets: Tags to other assets in CDF.
Tag type Unlinked: Tags that are already manually linked to other resources.

Create interactive diagrams

Navigate to diagram parsing

Navigate to Data management > Contextualize > Diagram parsing.

Create interactive diagrams

Select Create interactive diagrams.

Select diagrams

Select the diagrams that you want to make interactive.You can filter the diagrams by Name, Data set, Label, or File type, such as PDF. For assets, you can also filter by Root asset.

The supported interactive diagram file mime_types are application/pdf, image/jpeg, image/png, and image/tiff. For more information, see API documentation for engineering diagrams.

Continue to next step

Select Next step to continue.

Optional. Link to other diagrams

Select the diagrams you want to link your diagrams to and select Next step.

Link to assets

Select the assets you want to link your diagrams to and select Next step. This limits the matching to assets from the same plant or unit as the selected diagrams.

Select contextualization model

Select a contextualization model:

Select model interface showing Standard and Advanced model options

The Standard model is selected by default as this model is recommended for most engineering diagrams.
The Advanced model lets you configure options such as the number of tokens matched for an entity, partial matches, and field matching.

Continue and run model

Select Next step.

Activate Save and skip settings if you always use the same model.

Select Run model.

Review and approve results

Review the result of the model - newly detected tags on the interactive diagrams.Select Approve all, Preview all, or select a diagram to review it individually.

Interactive diagram view showing detected tags and approval options

Approve or reject detected tags

Select detected tag

Select the bounding box around the detected tag in the diagram.

Approve or reject

Select Approve tag or Reject tag.

Save changes

Select Save.

Bounding box highlighting a detected tag on the diagram

You can also approve or reject tags like this:

Select diagram

Select a diagram to review it individually.

Select tag type

If the diagram has tags, select Asset or Diagram on the right sidebar to review them.

Select pending tag

Select the pending tag - outlined in blue.

Select specific tag

Select the tag you want to review.

Approve or reject

Select Approve tag or Reject tag.

Save changes

Select Save.

Add new tags

Open edit mode

Select the pencil icon to open edit mode.

Draw bounding box

Use the mouse pointer to draw a bounding box around the tag you want to add.

Link to CDF resource

Select Add manually and select the CDF resource in the list you want to link to.

Save the tag

Select Save.

Review engineering diagrams pending approval

You can filter the diagrams that are pending approval by Name, Data set, or File type.

Open diagram options

Select the More options icon on the diagram.

Choose action

Select Recontextualize diagram, Approve pending tags, Reject pending tags, or Clear all tags on the diagram. If you select Recontextualize diagram, you restart the process.

Save diagrams as SVG

Open save options

Select More options icon or select Save as SVG button.

Configure file names

You can save the files as SVG with the same names or specify a prefix.

Save the files

Select Save files.

For information about the new diagram parsing, an upgrade from asset-centric to a data-model approach, see Diagram parsing for data modeling.

Data engineering