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Metagraph Builder

The Metagraph Builder is a web based module where the metagraph model is designed — where concepts, relationships, classifications, attributes, and rules are defined.



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Overview






Metagraph Builder aims to replace the older java based Model Builder.

Metagraph Builder is in continuous development and will get new features over time. The old Model Builder and new Metagraph Builder will coexists and work together for an indefinite time. Some features will be exclusive for the respective tool. Testing has been focusing on the modeling of the types Resource, Instance nodes (Associations) & Definition Nodes (Association Definitions) and we recommend to not use other types by this date.



Working with Metagraph Builder

Saving and committing changes

When you work in Metagraph Builder actions like creating a new node or editing an entity's details will only be done locally in your browser – and not committed to the database, until you have made an explicit save.

As soon as there's an unsaved edit a counter is shown on the Save and Log icons in the toolbar to display how many unsaved changes there is. Pressing Save commits all changes, and pressing Log opens a panel where you can see all queued actions in a timeline before committing them.

Nodes that are unsaved will be shown on the canvas with their name in italic and an asterisk [*] symbol.


Context Menus

Right clicking (CTRL+Click) on an entity will open a contextual menu from which there will be a number of actions to take. Some actions are only available from the context menu.


The Toolbar

The Toolbar, located at the top of the Metagraph Builder, contains common actions (Like creating new nodes and save) and buttons to control the interface (By toggling different panels on/off). In addition it lets you see what project that are currently active and give access to universal inorigo® functions like the launcher menu, help and login.


The Metagraph Builder Toolbar


Hotkeys

HotkeyDescription
CTRL + S / ⌘ SSave
CTRL + L / ⌘ LToggle Log panel
CTRL + B / ⌘ BToggle Library panel
CTRL + P / ⌘ PToggle Project panel
CTRL + I / ⌘ IToggle Canvas panel
CTRL + D / ⌘ DToggle Details Panel



Creating A New Node

From the Toolbar

There's two ways to create a new node from the Toolbar.

  • Press the Definition icon [+] to create a new Definition Node.
  • Press the Add… icon to open a menu with all available data types and select one from the list.

From the Canvas

By pressing one of the [+] icons on a node on the canvas you can create a new subclass (the bottom icon) – or parent node (the top icon).

Pressing the arrow icon on the node lets you create nodes through other relations (dependent on your environment). You can for instance create a new node that is implemented as an attribute to the selected node, or create a technical documentation resource.


Creating a new node will automatically open the Details Panel where you can edit the new entity's details.

New nodes are automatically added to the active project.

New nodes are not automatically saved. You need to name it in the Details panel first, and then save it.


Creating a Relation between two nodes

Creating a subclass: You can connect two nodes by dragging the top plus icon from one node on the canvas to the desired parent node. This creates a "classifies, is a kind of" relation: The node you dragged to will "classify" the one you dragged from.

Creating a new parent: If you drag the bottom plus icon to another node that will make it the parent. The node you dragged to will be "a kind of" the one you dragged from.



Selections

Selections in Metagraph Builder are synced across the panels. That is if you select one or more nodes on the Canvas panel, the same entities will be selected in the Project, Library and Navigator panel. In addition the Attribute panel, Detail and Log panel will show the details for the selected entity.


The selection is synced between the panels.



The Panels

The Metagraph Builder interface consists of several panels, each serving a distinct purpose, which can be toggled on or off based on the user’s work mode and preferences from the Toolbar. Panels can be closed with the [x] button it their respective header.


Open in new tab

The panels can be opened in a new browser tab by pressing the "open icon" in their respective header. Tabs and panels are synced for the current session, meaning that selections you make in one tab may be reflected in tabs with the same panel opened.



The Project Panel

The Project panel (CTRL+P) can hold any number of projects. A project is a collection of nodes - a subset of the model what you are working with.

  • Projects are assigned a Number (Starting with 0) and you can name the current active project in the panel.
  • The active project can be seen in the toolbar at all times.
  • To toggle between projects, simply press its number in the panel or the toolbar.
  • Projects are automatically saved.
  • You can duplicate a project and its content by pressing the duplicate icon next to its name.
  • You can delete the active project from the Project panel. Note that the nodes are not deleted, only the project itself.
  • The nodes in the project are visible in the Canvas and Navigator Panel

Project Panel and Projects in Toolbar


Adding Nodes to the Project

In the Library, Navigator or Canvas any node that is not in the project will show a "plus" icon when hovered or selected. Pressing the icon adds the node to the project. You can also double click a list item to add it to the project.

You can add multiple nodes to the project by selecting more than one entity and right click. From the context menu and select Add to project.


Removing Nodes from the project

To remove a node from the project press the "minus" icon that appears when hovered or selected.

You can remove multiple nodes to the project by selecting more than one entity and right click. From the context menu and select Remove from project.



The Library Panel

The Library panel (CTRL+L) is where you will find all data entities of the model. It is configured to show one data type at a time - by default Definition Nodes. The dropdown list lets you change to another data type. Note that the current version of Metagraph Builder does not support legacy data types like Generic Unit and Generic Type.


The Library contains all entities of the inorigo® model


Working with the Library

The library shows entities alphabetically in an expandable tree list. By pressing the arrow next to an entity you can expand it to see any values, attributes relations and references associated with it. Note that the tree is recursive and so there's not necessary a definitive end to a tree, as it might loop dependent on the structure.


Filter the Library

You can user the Search field to find the entity you are looking for. You can also use a Query to make a more advanced filter by pressing the "Q" icon next to the Data Type dropdown. For more information how to create queries check the section on the Query Editor.



The Navigator Panel

The Navigator Panel is a structured tree component that allows you to view and explore the entities in your currently active Project. It works similar to the Navigator in the old Model Builder.


The Navigator Panel allows for navigating the project in a tree list.


Working with the Navigator Panel

The Navigator Panel works as a complementary to the canvas as they lets you see the nodes and explore the model in different ways.

As you expand the tree you can add or remove objects from your Project by pressing the "plus" or "minus" icons.

Note that the tree is recursive and so there's not necessary a definitive end to a list, as it might loop indefinitely dependent on the structure.



The Canvas

The Canvas visualizes selected portions of the model as a metagraph diagram of nodes and edges. All entities in the project will be shown as nodes on the canvas, but nodes added to the canvas are not automatically added to the project. (This is so that you don't accidentally mess up your project by expanding a node with a large number of sub-nodes.)


The Canvas shows a metagraph diagram of nodes and edges from a selected portion of the metagraph model


Working with the Canvas

You can navigate the Canvas by dragging the canvas background. Use scroll wheel or trackpad to zoom in and out. You can also use the zoom-tools embedded in the canvas. There's also a button that centers the view.

As of the current version the nodes are automatically placed on the canvas – there's no manual layout. Yet. (This is planned for a future release.)


Removing Nodes from the Canvas

You can remove a node from the canvas by

  • Selecting it an pressing backspace on your keyboard
  • If the node is in the project you can remove it by pressing the icon
  • Right Click and select Remove from Canvas from the context menu

Node Actions

Entities on the canvas are shown as Nodes. Hovering over a node reveals additional actions.

  • The plus/minus icon / icons, adds or removes the node from the current project.
  • Clicking or hovering over the Plus icon on the top of the node allows you to create a new parent node, either through classification or implementation.
  • From the same menu you can select to show/hide any parent nodes by clicking the checkboxes.
  • Clicking or hovering over the Plus icon on the bottom of the node allows you to create a new child node, either through classification or implementation.
  • Clicking or hovering over the Left Arrow icon allows you to show/hide any nodes that Refers to the selected node, (Referred by model)
  • From the same menus it is possible creating a new node connected through it though a custom relations.
  • Clicking or hovering over the Right Arrow icon allows you show any nodes that are referring to the selected node (Refer to).
  • From the same menu you can create a new Handbook or User Documentation for the node.
  • From the same menu you can create a new node that is implemented as an Attribute on the selected node.

Example of menus that will appear when clicking or hovering on the node's icons


Hiding & making nodes Visible on the Canvas

You can explore the connections from a node through the Node Action context menus.

To add a node to the canvas simply check it from the Visible section of the menu. To hide it, just uncheck it again. You can also right click the node and select Remove from Canvas.


Note that nodes added this way to the canvas is not automatically added to the active project. To add a node to the project you must always use the ⊕ icon.


Edges

Edges shows how the nodes are connected. By selecting a node the edges becomes animated, so it becomes easier to follow the edge on the canvas.

  • A Black Edge indicates a classification (Classifies/Is a Kind of relation)
  • A Green Edge indicates a implementation (Implements/Implemented By relation)
  • A Purple Edge indicates a relation (Consist of/Is a part of, Contains/Included in).
  • A Grey Edge is shown between Definition nodes and its Instance Nodes. And references . Grey edges cannot be selected.
  • A Blue Edge is shown when a relation is selected (by clicking on the edge)

Selecting Relations

Edges that are relations (Classifies/Is A Kind of, Implements/Implemented by etc.) can be selected by clicking on the edge. The mouse cursor will change into a pointer cursor when hovering over a selectable edge.

When a relation is selected the Detail Panel will show its details, just like a node.



Disconnecting a Node

To disconnect a node IE removing the relation right click on the edge (relation) that you want to remove. From the context menu chose Disconnect.


It is also possible to select one of the node that you want to disconnect, and in the Details panel, expand the section that says Relations, locate the type of relation you are looking for and then delete it by pressing the trash can icon.



The Details Panel

The Details panel is a contextual panel – that is, it will always reflect the details of the currently selected entity. The Details panel allows for editing the details, such as the name and icon of the entity as well as other attribute values.

When selecting multiple entities, the panel will show the details of all side by side.


The Details Panel shows the details of the currently selected Entity


Abstract Checkbox

When this checkbox is selected you will not be able to create Instance nodes from the Definition Node.


Presentation Expression

When creating Instance Nodes this is where you will define how they will be displayed in inorigo®.
By default Instance Nodes without a presentation expression are shown with their inorigo® ID.
It is common to use the Name attribute as presentation, but with expressions you can string together a presentation from multiple attributes and add custom values to the presentation.

You can open up the Expression Editor by pressing Open Editor. Learn more about expressions.


{Name} presents the instance with the value of the Name attribute


{First Name} + " " + {Surname} would combine the attribute First Name and Surname into a Presentation String. The (" ") adds an blank space between the two attribute values.


{Project Name} + " " + $MONTHNAME()+ " " + $YEAR() would combine the attribute Project Name with the Date and Month of its creation. E.G. "Project Omega May 2025".



Icon

Allows you to set an explicit icon for the entity. Icons are inherited, just as any attribute through classification. By pressing the down arrow [⌄] you can browse all available image resources.

To upload a new image resource to press the ⊕ icon. A dialog will open where you can upload a new image resource.

To edit an existing icon, first select the icon from the list and press the pen icon.

You can set the icons for Subclasses, Instance Nodes, and Implementers by expanding the Icon section. To do so, press the expand arrow [⌄] next to the label that says "icon".


Best Practices:

For most list inorigo® displays a 16x16 px icon, it is good to keep in mind that images with many details and colors will not look great when scaled down.

It is recommended that:

  • The icon is designed with smaller sizes in mind.
  • The icon is monochrome/black. This ensures legibility on different backgrounds.
  • The icon is in .svg format as vectors can scale without quality loss.



The Attribute Panel

The Attribute panel is a contextual panel – that is, it will always display the attributes of the selected entity.
When selecting multiple entities, the panel will show the attributes of all selected entities in the order they were selected.



The Attribute panel shows the attributes of the currently selected entity


Adding Attributes

You can add attributes by pressing the + Add button at the end of the list. By default the attribute type is set to String.


Attribute Type

An attribute may for example be a simple string or integer (primitives), but may also point to other information units.


Note: Once an attribute has been saved you cannot change the Attribute Type.


Attribute Columns


By default the panel shows a number of columns with the properties for each attribute, such as the Name, Type, Owner and Multiplicity. You can customize which attributes that should be visible by pressing the […] icon and check/uncheck the boxes from the menu.

Multiplicity

Multiplicity refers to how many values an attribute can or must hold.

ExampleDescription
1Exactly one value (mandatory single value)
0..1Zero or exactly one value (optional)
0..Zero or more values
1..One or more values

Attribute Inheritance

The attributes on a parent Definition Node is automatically inherited to its children through the classification structure. (Is a Kind of/Classifies relation)

Attributes that are inherited are displayed in italic in the list.

Inherited attributes may have a different name than the attribute it was inherited from. You can rename the attribute by clicking its name.

You can right-click a cell in the attribute list and select Attribute Inheritance… to get a dialog where you can trace the inheritance of an attribute. The dialog also lets you edit and override an attribute.


From the dialog you can trace how an attribute has been inherited through the classification structure


You can disable an inherited attribute. To do so first enable the Disabled column from the […] menu and check/uncheck the option.


Valueset

A valueset is a list of attribute values from which the user can choose from when an instance node is created. (or many values, depended on the multiplicity of the attribute). From the valueset column you can select any pre-existing valueset from the dropdown.

To create a new valueset press the ⊕ icon in the valueset cell. In the dialog you can name the new valueset, select the type and add values.


The valueset dialog can be opened from the valueset column


Attribute Order

The Attribute panel lists the attributes according to their sequence. This order is also reflected in how the attributes will be displayed in other lists in inorigo®. To change the sequence of the attributes first add the sequence column from the […] menu if it is not visible. Lower sequence numbers has precedence than higher numbers.



The Tree Panel

The Tree panel is a contextual panel – that is, it will display a tree structure based of the selected entity. The Tree panel can be helpful when you quickly want to navigate through or explore the structure of a single entity.



The Log Panel

The Log Panel lists all actions and edits - chronologically in a timeline, that are ready to be committed (saved).


The log timeline colors can be helpful to quickly identify what type of action that will be committed


  • A blue circle behind the icon indicates that a node was created.
  • A yellow circle behind the icon indicates that a value was edited
  • A red circle behind the icon indicates that a node was deleted.

The Log panel also lists all issues - and lets you address those by pressing the pen icon.

You can undo the last action taken by pressing the ↩︎ icon next to it.




How Metagraph Builder will differ from its predecessor

Metagraph Builder has inherited lots of great features from Model Builder, primarily those focusing on modeling. It features a canvas to visualize the inorigo® model, and improves understanding and interaction. The web technology makes it more accessible, compatible, quicker and adds support for more type of devices. Some Model Builder features however, will move to other places in inorigo® platform, where they fit better.


Features that will not be inherited from its predecessor

We want Metagraph Builder to excel in Modeling and focus on just that. Therefore, the following features within the Model Builder will not be found in Metagraph Builder.

  • Methods
  • Context handling
  • User preferences, system settings, Locale
  • Chat support
  • User permissions (will be handled by Right Manager instead)
  • No file handling (will be handled by File Manager instead)

Features that has not yet been implemented

Some feature has yet to be implemented in the Metagraph Builder but are candidates for a later release:

  • connect panel
  • input matrix
  • constraints
  • Dependency management/Dependency Warnings
  • Bookmarks (will be integrated in project later on)
  • Handling of type Process Domain types
  • Full language support (har partial today)
  • RelationSpecifiers are not fully supported

Roadmap

The priority is to make it intuitive to model and understand the model using an interactive metagraph diagram.


Some upcoming features

  • Shared projects

  • Panel realignment and resizing

  • Improved Canvas - manual layout for nodes

  • Simplify model in diagram

  • Easier ways to connect nodes ontology or taxonomy wise

    …And many more




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