Projects, Teams and Notifications
Organize your project related material
Ratio.City has introduced Projects to the platform as a means of supporting the organization of project related material. A project acts as a hub to store your sites, massings, reports, and stories. You can access each of the tools from within projects, so your workflow can now centre around project related needs. The project summary page will show all of the projects you are part of, and by clicking one more specifically you will see an overview of the project activity including any files that were created, modified, or deleted. In order to access the Develop tool or Stories tool, you will need to have a project open. This will save you the hassle of trying to find your files later and support better project management. In addition to files, projects also includes a Teams and Notification feature which has been built to support improved collaboration between you and your project partners.
Teams and Notifications
Through extensive user research, we heard from countless industry specialists that collaboration was of the upmost importance. After exploring some of the specific hurdles within existing collaboration processes, Teams and Notifications provide a foundation for improved collaboration.
With Teams and Notifications, you can:
Share files with a variety of professionals: Adding new team members to your project to share, monitor, and track progress and changes made on Ratio.City files.
Define permissions: Manage control over who sees what with the ability to assign invited team members as admin, editor, or viewer (review the ‘Define Permissions’ section to learn more). Files can also be set to remain private to the organization that created the project.
Work collaboratively: Files can be accessed by multiple users at the same time. With one editor making changes at a time, other team members can watch as massings or stories change in real-time.
Track file history: Keep track of changes made to a document, understanding who made changes and seeing a visual of it. Save a copy of older versions if needed.
Receive and view notifications: See major project updates at a glance in our new Notifications hub that sits in the top tool bar. Notifications will link to the referenced file when applicable, making them easy to access.
Stay informed with the Activity log: Keep tabs on what’s happening and who’s doing what within each of your projects with a log that summarizes all activity (no more scrolling through long email chains).
Let's get into the details!
Use Teams to build a group of people to share Ratio.City files with. You can add anybody to your team! With our new Guest user type, anyone can login and view project-related material, so there is no need to worry if one of the organizations you’re working with doesn’t have a Ratio.City subscription (yet).
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Guest accounts are a free Ratio.City account that allows users who don’t have a subscription to view files within the projects they’re invited to. They cannot edit files or access other Ratio.City tools on the free tier. development applications in your area of interest.
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Access the new ‘Teams’ section in the project summary page; click the ‘+ New member’ button and type in the email of the person you would like to join your team.
If they already have a Ratio.City account, they will be emailed a link directly to your project.
If they do not, they will be emailed a link to register for an account, which will trigger their free trial. Don’t worry, they are not obligated to pay for a license after the free trial is complete. At the end of their free trial, their account will be switched to a Guest account, which will still provide them with viewer access to project files.
Set your search data set & area
Select ‘Use a template’ and choose if you want to search for a site or precedent.
Select a data set from the dropdown.
The data set you choose will form the basis of your search results; we suggest using the Parcels data set to start as most templates will work best using that data set. You can always come back and change this later.
Set your search area using either the circle, polygon, or map view options.
Circle: Drag the circle to the map area you want to search and adjust the radius. Tip: if you’re looking for information within a certain radius of a site or point of interest, you can centre the circle on that location.
Polygon: Click the map to start drawing the points of your polygon and double click to complete the drawing. You can click the dots and move them around to adjust the shape.
Map view: Zoom in to the area of the map you’d like to search. If this option does not appear, it means your map view is too large to search; zoom in more.
Click ‘Choose your template’ to proceed.
Select your template & run search
Select a template from the list. Hover over each option to see what filters are preset for each template. Once you find something you’re interested in, click on it to load the search parameters.
Some templates may have parameters that you’ll have to select (such as what kind of land use category you’re interested in). Fill those in as needed and run your search! You can also download your search results.
Customize your template
Adjust search parameters
Our templates come with some search parameters filled in by default, so that you can run them as-is. But if you’d like to adjust them, clicking on any search filter will open up the options to adjust the parameters as you see fit. Here’s more detail on adjusting search parameters.
Add more filters
You can refine a template search further by adding more filters. Click ‘Add filter’ and search or browse to find more filters. Once you’ve added a filter, you will see it under the ‘Additional filters’ section and you can set the parameters.
Add as many filters as you’re interested in and run the search.
Save a customized template
If you’ve customized a template search and would like to save it to use another time, click the floppy disk icon at the top of the left panel to save your search parameters.
Note: this saves the search parameters, not the search results. If any data has changed by the next time you run the search, you may see different results. If you would like to save your search results, be sure to download them as a CSV.
Tip: You can reload a saved search to use it in a different area. If you are trying to search an area that is larger than what our platform can currently process, you can save your search, reload it, and run it in multiple locations to cover a wider area.
Build a custom search
If you’re ready to take a deeper dive into the capabilities of the Locate tool, you can try building your own custom search from scratch. This allows you the flexibility to search through and cross reference our huge catalog of data.
Choose your data set
Select the custom search option and pick a data set. This data set will form the basis of your search results.
For example, selecting the Parcels data set will return results as parcels that match your filter parameters.
If you’ve uploaded your own portfolio, you can select that as a basis for your search. This allows you to cross reference your portfolio data with Ratio.City’s data.
Set your search area
The search area can be either a circle, polygon, or the map view.
Circle: Drag the circle to the map area you want to search and adjust the radius. Tip: if you’re looking for information within a certain radius of a site or point of interest, you can centre the circle on that location.
Polygon: Click the map to start drawing the points of your polygon and double click to complete the drawing. You can click the dots and move them around to adjust the shape.
Map view: Zoom in to the area of the map you’d like to search. If this option does not appear, it means your map view is too large to search; zoom in more.
Add your filters
If you know what filters you want to use, you can type into the search bar and find them easily.
To browse and explore, open the dropdown menus and hover over each option to see more. The filters are organized the same way as our data layers are in the Explore tool, so you can find filters based on category.
Once you click on a filter to select it, it will be added to your filter list.
Adjust your search parameters
Depending on the filter you’ve selected, you may have different operators available to choose from.
Text-based data fields—anything that is a string or boolean data type—can be filtered using the ‘equals to’ or ‘not equals to’ operators as long as they have between 2 and 100 different values within the dataset and if the field is not a URL.
For example, you might want to search for parcels that are zoned for mixed use, so you’d use ‘equals’ and select mixed use as your criteria
Or you might be looking for parcels but you’re specifically not interested in anything that’s a park, so you could select ‘not equals’ as your operator and parks as your criteria
Numeric data fields (integers and decimals) can be used with the ‘less than’, ‘greater than’, or ‘between’ operators
If you’re filtering a numerical field and want to filter for just one specific value, you can use the ‘between’ operator and input the same value for the upper and lower inputs. For example, between 2 <> 2
Tip: You can also add filters that you wish to exclude fully from the search results. For example, if you wanted to filter for parcels that were not heritage sites (regardless of the type), you can add heritage sites as a filter and then click ‘exclude’ so your search will return parcels that do not overlap with any heritage sites.
Using the date filter
For some data sets, such as development applications, you’ll be able to filter using the date parameter. You can easily find applications before, after, or between specific dates.
Run your search once you’re happy with the filter parameters. You can still change these after the search has been completed and rerun it.
Download search results
If your search returns 1,000 or fewer results, you’ll be able to download them in CSV format. Either download all of them at once or select the rows you’re interested in to download a partial set. You can hold the Shift key and click to select consecutive results from the table or hold the Ctrl key and click to select non-consecutive results.
Tip: If your search returns more than 1,000 results, you can add more filters or narrow your parameters to refine the search further and reduce the number of results. Alternatively, you could also reduce the search area and run the search multiple times over different areas.
We’re here to help
Check out our Locate tool FAQs page. Reach out to our team at hello@ratio.city if you have any questions, have a search you’d like to run but aren’t sure how, or to book a training session for yourself or your team.