How do I use new Plan Splitting feature?

You can now split plans and name and number them using our Optical Character Recognition (OCR) feature.

To use Plan Splitting go to Planroom>Drawing.  Click Upload Drawing>Upload and Split

The Plan Splitting will take you through 3 steps:

  1. Upload the file
  2. Select the areas you would like OCR to read
  3. Review the results and Publish

Upload

On the upload screen there are 3 required items*

  1. Set Name* – this will be the name of the folder in the Planroom
  2. Set Date* – This will be used as the default date for sheets if you do not use OCR to read plan dates
  3. Attach the File* – Select or drag and Drop the PDF file to be Split
  4. Default Revision – Enter the revision number only if all sheets have the same one. You can use the OCR feature to read revision numbers directly from each sheet in the next step.

Click Upload

NOTE* The screen that is uploading the file to the server must remain open on your screen or the upload will be cancelled!  Click the green ‘Continue Working’ Button to open a new browser tab so you can continue working while the upload is complete.

Once Upload step is complete, the system will automatically begin to split the file into pages. You will be able to Wait Here for the pages to be split or click Close and Continue if you want to proceed with other work.

You will receive an e-mail when the file has been split and is ready for you to select regions to be read by OCR. 

Select Regions for OCR to Read

From the Planroom, click on green Progress button to open Drawing Progress screen.

Next, click on the word Process in image below, to open the OCR selection window.

This will open the OCR Selection Screen view below:

  • The system will select a page at random. If you wish to use a different page, use the Previous Page/Next Page option in lower left to change.
  • To select the region of the plans to read with OCR, click the pencil next to the cell and use your mouse to select the desired region.
  • The X will clear the cell of information.
  • The arrows will turn to a green check mark when information has been read successfully.
  • Click on the arrows to bypass a cell you do not want to read.
  • When all cells have either been scanned or skipped with arrow you will be able to click on the Confirm and Go to Review button

Troubleshooting:

If the date is not recognized by the OCR, the system will switch to the default date selected during upload.

If the document has been scanned, if the lines are not clear, or if the text is part of an image the OCR will not be able to read. If this happens, you can bypass the cell and edit during review. 

It is important that the files be Vector based and not Raster based content files for the OCR to read.  (See More detailed information about this on the upload screen or at the bottom of this section.)

Click Confirm and Review and you will be given the option to Wait or Close and Continue with other work

You will receive an e-mail when the files are ready for Review.

Review and Publish

To review the results of the OCR read and file naming, click on green Progress button and click the Review Link next to the plan set.

  • Review Screen will open to show how each sheet was read and named.
  • They will be shows with approximately 10 sheets per review page. Move between pages in lower left.
  • Sheet number and Sheet Name will be combined in the description cell.
  • If you see any errors, you can correct these manually by typing directly into the cells or you can check the box next to a sheet and click the green Select Regions button to run the OCR again.
  • If you are not done with review, click Actions>Save for later, the file will still be in under Progress button for further review when you return.
  • If you are done, click Actions>Finalize and Publish
  • You will still be able to edit the files names, dates and upload revision through the normal Planroom process.

DETAILS ABOUT DRAWING FORMATS FOR OCR

Are my drawings best formatted for uploading?

PDF files need to have Vector based content for text to read successfully. Raster content is not properly formatted for text reading. Please request Vector-Based PDF files from the design team to use with the PASKR text reading feature.

How can I tell if I have Vector or Raster files?

The easiest way to tell which file type you have is to zoom in on file content. If it is a Vector file, the image will remain sharp, while a Raster file will become blurry or pixilated. Another check is to attempt to highlight text on the drawing with your mouse; if you can’t highlight the text it is Raster file.

What is the difference between Vector and Raster based content?

Vector Files

Vector files are created from a mathematical model which creates links between two points, or a series of points, and then displays the line segments between them on your computer. Text needs to have these sharp lines to be read successfully.

Raster Content

Raster files have a series of pixels in the form of a grid of color squares, rather than lines of letters, so they cannot be read successfully due to the lack of sharp lines. Any file that is scanned will also have raster content.

AutoCAD Files

In order to use the text reading on files created by AutoCAD, the files must be provided in TrueType font with no alteration from original font and with a Z coordinate value of zero.

The ‘Text as Comments’ feature should also be turned off before the file is published as a PDF to be used with text reading. To turn off the feature, navigate to the command line in AutoCAD. Enter EPDFSHX and change the value to zero (0).