Peruse User Interfaces

This topic describes the regions of the different CM4D Peruse web pages and interfaces.

Peruse Home Page

The Home page is the main landing page that includes a full-text search field, Routine Filters and shortcuts to any Routines you have marked as Favorites. You can return to this page from any other screen by clicking on the logo in the top left corner.


1. Favorites	Routines can be marked as Favorites to appear as shortcuts on the home page. Once you have a favorite marked, you can select it from the home page to load the data directly into the viewer. This allows you to have quick access to data you access regularly without going through the search process every time.	Peruse Favorites
2. Favorites Display	Favorites can be displayed as either tiles or a grid. Show Favorites as Grid - This option displays data as a row in a grid layout, with columns of additional information about the Routine or Feature including Label, Alias, Type and Description. This view does not allow for marking the data as a Favorite directly. Show Favorites as Tiles - This option displays data as rows of cards with the Routine or Feature name and a thumbnail picture of the part model (if available).
3. Filters	The scope of your search can be reduced by selecting options from available filters displayed as buttons along the top of the screen, including DataSources or Routine Filters. Once an initial search is executed, the filters are dynamic based on the search results. This means that if you enter text for the initial search, only filters (buttons and options within the filter popups) which also apply to the data found by the text string are shown on the Search Results page. Any changes to the filter selection triggers an automatic update to the search results. The DataSource filter menu is always available; Routine Filters are only displayed if the accessible data has Routine Filters assigned. More Filters - Click to open a popup containing any additional filters that do not fit on the screen. Reset Filters - Click to clear any selected filters.	Peruse Data Filters Search for Data
4. Home	Reload the Home page.	Home Page
5. Search	Enter a text string identifying the data you want to find. This is a full-text search on Routine properties including labels, descriptions, filters or types.	Search for Data
7. User Options	User Options provide some settings that are apply to the logged in user and stored for subsequent sessions.	Peruse User Options

Peruse Search Results

The Search Results page is loaded after a search is executed from the home page. This page shows what was returned from the search and the option selected from the menu - Show All, Routines or Features. Also if you have Routine or Feature filters, these are shown as filter buttons you can use to further refine the search results.


1. Filters	The scope of your search can be reduced by selecting options from available filters displayed as buttons along the top of the screen, including DataSources or Routine Filters. Once an initial search is executed, the filters are dynamic based on the search results. This means that if you enter text for the initial search, only filters (buttons and options within the filter popups) which also apply to the data found by the text string are shown on the Search Results page. Any changes to the filter selection triggers an automatic update to the search results. The DataSource filter menu is always available; Routine Filters are only displayed if the accessible data has Routine Filters assigned. More Filters - Click to open a popup containing any additional filters that do not fit on the screen. Reset Filters - Click to clear any selected filters.	Peruse Sample Filters
2. Home	Return to the home page to execute a new search or select a Favorite.	Home Page
4. Results Display	Search Results can be displayed as either tiles or a grid. Show Results as Grid - This option displays data as a row in a grid layout, with columns of additional information about the Routine or Feature including Label, Alias, Type and Description. This view does not allow for marking the data as a Favorite directly. Show Results as Tiles - This option displays data as rows of cards with the Routine or Feature name and a thumbnail picture of the part model (if available).
5. Search Results	This area is where the data results are shown. Each tile (or grid row) is one Routine found with the search string. Click in the top right corner of the tile to add the Routine to your Favorites.	Peruse Search Results Page
6. Search Results Summary	The summary text shows the results of the search. This includes the total number of individual data matches found for the search string, and specifies how many of that count are Routines or Features.

Peruse 3D Viewer

The 3D Viewer page is the area of the user interface containing the 3D model for the loaded data. Once data is selected, whether by clicking a Favorite from the Home page or a result from a Search, the data selected is displayed in the primary page. This page is referred to as the 3D viewer since the main display is the 3D part model. Additional report and grid panels around the outside boundaries of the page can be expanded or collapsed as needed in order to maximize the space for the 3D model.


1. 3D View	The primary area of the entire user interface. Once data is selected, whether by clicking a Favorite from the Home page or a result from a Search, the data selected is displayed in the primary page. This page is referred to as the 3D viewer since the main display is the 3D part model. If your data does not have a 3D model available, the feature markers will still appear in the 3D view as long as you have 3D data for the features. Additional report and grid panels around the outside boundaries of the page can be expanded or collapsed as needed in order to maximize the space for the 3D model. The 3D Viewer Tools are used to manipulate the 3D model in the viewer. The tools are located in a vertical toolbar on the left side of the main view area where the 3D model is displayed. The toolbar becomes semi-transparent when it is not actively in use.	Peruse 3D Viewer Tools Peruse Feature Markers Peruse 3D View Mouse Controls
2. Active Sample	The selected Sample which determines what measurement data is used to populate the Summary Report and color-codes the Feature Markers on the 3D Model. There are additional indicators in the Trend Report and the Grids which also indicate the Active Sample. By default, the most recent Sample is set as the initial Active Sample.	Active Samples in Peruse
3. Annotation Set	Predefined styles for the chart annotations that are accessed by right-clicking on a feature marker on the 3D model. Each set has styles designed for each Feature type, so depending on the marker selected you may see a different style of chart annotation. The sets are designed to provide optimal displays of information for the Feature selected.	Annotation Sets in Peruse
4. Grid Panel	The collapsible panel along the bottom of the 3D viewer page that is a shared space for the five data grids: Routines, Features, Samples, Processes and Results. Use the grid headers to navigate between grids. Click on a Grid header to go to the specific grid. The active grid is indicated with different color. If the grid panel is currently collapsed, clicking any of the grid headers will expand the grid panel. Open Grid Panel - Click on any grid header to expand the Grid Panel. Collapse Grid Panel - Click to collapse the Grid panel.	Grid Panel
5. Layouts	Predefined annotation placement on the screen around the 3D model in the 3D Viewer area. Layouts can vary in number of annotations, where the annotations are drawn and how the annotation are arranged from page to page. The option called 'Fullscreen' is available without any Admin Configuration, and shows only the 3D Viewer without any annotations.	Layouts in Peruse
6. Page Navigation	When a Layout has more annotations than can fit on just one page, the Pages toolbar is enabled for navigation between pages. Select another page by clicking the directional arrow or picking the page number from the dropdown.	Page Navigation
7. Report Panel	The collapsible panel on the right side of the 3D viewer page where the main reports for your data are located. The dropdown menu contains a list of available reports. Some report types depend on a specific set of data to be selected either from the grid or in the 3D View. The Summary report is displayed by default when data is initially loaded into the viewer page.	Report Panel in Peruse
8. Sample Panel	The collapsible panel on the left side of the 3D Viewer page that contains options for loading the actual measurement data for the Routine. This includes several options for choosing which samples are loaded for the current Routine. When collapsed, the Sample panel displays the current sample load method. Expand Sample Panel - Click to open the Sample panel. When expanded, the Sample load panel becomes the only active panel in the web interface. Sample load options must be applied or the panel must be collapsed to return to main web viewer area and all other controls. Collapse Sample Panel - Click to close the Sample panel without applying any changes to the load settings.	Samples Panel in Peruse
9. Sieves	Sieves are predefined filters for selecting the feature types and characteristics to be displayed in the 3D view, grids and reports in CM4D Peruse. Sieve definitions include feature type, characteristics per feature type and characteristic deviation type (absolute or actual values, vector deviation or car deviation). If no sieve is selected, all available processes are loaded.	Sieves in Peruse