Getting Started

The instructions and screenshots below are primarily for macOS. The iOS version is very similar, so many of the instructions below will apply. An updated guide with additional iOS information is coming soon.

SECTIONS:

• Building A Catalog

• Navigating A Catalog

• Organizing Assets

• Modify Image Metadata (macOS)

• File Related Functions

• Keyboard Shortcuts
• iOS Touch Gestures
  • Building A Catalog

    There are two ways to add assets to a catalog. The choice depends on whether the files are already saved to your computer and/or external drives, or if they first need to be imported from a memory card.

    The catalogs created by PIXLpath only retain small reference thumbnails to your original files. If you delete the original files from your drives, PIXLpath will no longer be able to access those files.

    • Importing Files From A Memory Card

      If your files are on a memory card and require importing to a local drive, use the memory card icon located in the top-right of the sidebar.

      You'll first be asked to choose the source of your import. You can add multiple sources if you have multiple cards that need importing. Next choose the destination for your import.

      Once the source and destination are set, you will be shown a list of media files available for import in the order they were created. Select the files you wish to import from the list. To select all files, click a file in the list and then press Command + A.

      If you wish to rename the files as they are imported, select the "rename" toggle switch beneath the file list.

      After the import is complete, PIXLPath will generate reference thumbnails of the newly imported files.

    • Create References Of Locally Saved Files

      If the files you want to reference are already saved to a local drive, use the arrow icon in the sidebar to add reference thumbnails to your catalog.

      Alternatively, you can drag and drop files and folders directly from Finder into the thumbnail browser to add references and build thumbnails of the dropped files. Be sure to only do this for files that have already been imported, otherwise use the import workflow described above.

    • Saving And Understanding A Catalog

      Your catalogs can be saved to disk as a .pixlpath document. This document contains previews of your assets and metadata that's created when you import & organize your assets.

      A catalog, when broken apart, is essentially a folder of thumbnails and a spreadsheet of your categorizations (labels, ratings, etc). The thumbnails saved to the catalog point to the original file's location on your disk. If you remove the original file, PIXLpath will only be able to display its preview until the original file is accessible.

      You can change the size and compression properties of your preview files in the app settings. By default, previews are 1,000px at their longest side. Lowering this threshold will reduce the size of a catalog at the expense of preview quality.

  • There are three primary views in PIXLpath: The Sidebar, Thumbnail Browser, and Enlarged View.

    • The sidebar serves as the primary tool for organizing assets into smaller collections. Some elements on the sidebar, like Folders and Tags, are created by you. Other elements, like Dates, Gear, and Drives, are created automatically based on the properties of your imported assets. Collections can be expanded and collapsed to free up screen space by clicking on the corresponding arrows to the left of the headings.

      At the top of the sidebar, you will find a search field. Type text into the search field to find assets with filenames matching your text. The thumbnail browser will update as you type to show only the assets matching your search criteria.

      At the base of the sidebar, you will see icons representing the various collection groups. By clicking on a corresponding collection icon, the sidebar will update to show only the items related to your selected collection. For example, if you click on the calendar icon, only dates will be shown in the sidebar. To display all elements again, click on the multi-dot icon.

      The heart icon at the bottom of the sidebar represents a customizable collection view which can be adjusted in the app settings. If there are collections you will never use, they can be hidden from the sidebar entirely, thereby freeing up screen space.

    • Thumbnail Browser
      The thumbnail browser is where preview representations of your asset will be displayed. Interactions are slightly different for macOS and iOS and instructions are separated below:


      Mac

      • Enlarge asset
        Double-click on a thumbnail to show the full-size version of an asset. If the asset is offline, the preview version will be shown.
      • Resize thumbnails
        Use the + or - keys to increase or decrease the size of the thumbnails.
      • Select multiple assets
        Standard macOS keyboard shortcuts (shift & command modifiers) are enabled for asset selection. Either hold command while clicking on thumbnails, or hold shift while using keyboard arrow keys to select multiple assets.
      • Context menu
        The context menu will provide you with several actions including Open in Finder, Rename, & Share. Right click with a mouse or two finger tap on a trackpad (enable trackpad "secondary click" in System Settings / Trackpad / Secondary click / Click or Tap with Two Fingers).
      • Rotate
        Use the [ or ] keyboard keys to rotate an asset. This is a non-destructive action. Use an image editing application to manipulate the original file.

      iOS

      The iOS version incorporates touch gestures to accomplish selection and other actions.

      • Enlarge asset
        Single tap a thumbnail to show the full-size version of an asset. If the asset is offline, the preview version will be shown.
      • Resize thumbnails
        Use the "size" menu item on the top-right side of the toolbar. In addition to size, you can also choose an option to "toggle frame", which will switch between showing thumbnails as squares with no spacing in-between, or with a frame and filename.
      • Select multiple
        Swipe from left to right across thumbnails. To deselect multiple assets, swipe from right to left across thumbnails.
      • Context menu
        The context menu will provide you with several actions including Label & Rating assignment, Copy, Rename, & Share. To display the context menu, long-press on a thumbnail.

    • Enlarged View

      The enlarged view displays a full-size version of an asset. If an asset is offline (the drive is disconnected), the enlarged view will use the embedded thumbnail.

      The asset filename along with the zoom percentage is displayed in the top-left of the enlarged view. The top-right of the screen displays various menu options to rotate, zoom, or navigate. The bottom of the screen displays the full save path of the asset. Clicking on this path will reveal the asset in Finder if it is online.

      Mac trackpad and keyboard shortcuts are enabled and include:

      • Trackpad: Two finger swipe, left and right, to progress to the next and previous asset.
      • Trackpad: Two finger swipe up to return to thumbnail browser.
      • Trackpad: Pinch to zoom on photographs.
      • Trackpad: Two finger swipe to pan (when zoomed in).
      • Keyboard: Right and left arrow keys to navigate to the next and previous asset.
      • Keyboard: Up and down arrow keys to zoom in and zoom out of an asset.
      • Keyboard: Escape to return to the thumbnail browser.
      • Keyboard: Left and right bracket keys ( [ ] ) to rotate an asset counter-clockwise or clockwise respectively.
      • Keyboard: The number keys 1-5 to assign Labels and Stars (see "Organizing Assets, Assign Assets To Labels and Ratings" below).

  • Organizing Assets

    There are four primary ways to organize files: Folders, Tags, Labels, & Ratings. Folders and Tags are created by you, using a naming convention of your choice. Labels, much like those found in macOS, consist of predetermined colors. Ratings are represented by 0-5 stars. You can combine these tools to create powerful organizational strategies.

    • Create & Assign Assets to Folders and Tags

      On the sidebar, you will see headings for Folders and Tags. To create a new Folder or Tag, click on the field labeled "+ create folder" or "+ create tag", type in the name you wish to use, and press return/enter. If you want to create multiple items at once, use a comma to separate each item.

      To assign an asset to a Folder or Tag, select the assets in the thumbnail browser and then drag and drop them onto the Folder or Tag you wish to add them to.

    • Assign Assets To Labels and Ratings

      On the sidebar, you will see headings for Labels and Ratings. To assign assets to a Label, select the assets in the thumbnail browser, then drag and drop them onto color you wish to assign. To assign an asset to a Rating, select the assets in the thumbnail browser, then drag and drop them onto the number of stars you with to assign.

      There is a shortcut for assigning Labels and Ratings with your keyboard. If you go the app settings menu (PIXLpath toolbar item, Settings...) and select the "keys" tab, you will see that the numbers 1 through 5 can be used to assign either Labels or Ratings to assets. With assets selected in the thumbnail browser, press a number between 1 and 5. The corresponding assignment will be made to the selected assets. Your secondary assignment choice will allow you to use the Command key with a corresponding number to make an assignment.

    • Displaying Collections

      Once you've added assets to a collection, you can view the assigned assets by clicking on the collection icon in the sidebar. To deselect a collection, click the icon again to deactivate. To display assets from multiple collections at once, hold the Command key and click on the collection icons you wish to display.

      As collections are opened, representations of active collections will appear at the top of your thumbnail browser.

    • Advanced Filtering

      There are three conditions you can require a selected collection to meet:

      • ANY: Show all assets that are members of any collection that is selected. For example, if you've selected the tags "San Francisco" and "New York", you will see any asset tagged as "San Francisco" or "New York."
      • REQUIRE: Only show assets that are members of this selected collection. For example: If you select the tag "New York" as ANY and then the folder "Portfolio" as REQUIRE, you will see assets tagged as "New York" and in the folder "Portfolio."
      • EXCLUDE: Hide any asset that is a member of this collection.
      To activate advanced filtering, drag an active filter item to reveal the three color-coded drop zones shown above, or click on the down arrow on a filter item to reveal a submenu.

    • Finder Tag Sync (macOS)

      Finder and PIXLpath use similar conventions for organizing files. When you right-click on files in Finder, you can assign a set of color-coded circles, which Finder calls tags. Custom named tags can also be created in Finder to apply to files.

      You can also assign color-coded circles to items in PIXLpath, but we refer to these simply as labels. We also have custom named tags.

      A tool is available within PIXLpath to sync your internal catalog categorizations with Finder's tags. The sync tool will automatically convert Finder's color-coded tags to labels in PIXLpath and vice versa.

      To sync properties to and from Finder, select the thumbnails you wish to sync and then right-click to reveal the context menu. Select the "finder sync..." option to reveal the sync tool

      There are a few options available in the sync tool:

      • Merge All: All catalog values will be added to existing Finder values and all Finder values will be added to existing catalog values.
      • Merge to Catalog: Values from Finder will be sent to the catalog and merged with its existing values. No values will be sent to Finder.
      • Merge to Finder: Values from the catalog will be sent to Finder and merged with its existing values. No values will be sent to catalog.
      • Overwrite Finder values with Catalog: Values from the catalog will replace all existing values in Finder.
      • Overwrite Catalog values with Finder: Values from Finder will replace all existing label & tag values in catalog.

      This tool can be useful if you would like for your categorizations to extend beyond PIXLpath and integrate them into macOS features like Spotlight.

  • Modify Image Metadata (macOS)

    Image metadata is the information stored inside an image file that describes the image. This information can include, among other things, the date the image was created, the camera used to create the image, and the location where the image was created.

    Modifications are embedded and saved directly to JPG, un-layered TIFF, HEIC, & PNG files. Changes to RAW files are written to XMP sidecar files, which are generally recognized by professional cataloging software.

    • Modify Properties

      To modify metadata, select the assets you wish to modify in the thumbnail browser. From the context menu, select "metadata" → "modify metadata" to reveal the editor. You can also use the keyboard shortcut ⌘ + i.

      The various properties are separated into tabs to make it easier to find the property you wish to modify. The first tab can be customized to display the properties you use most often. Click on the heart icon to choose your favorite properties and the order in which they appear.

      If a property already has a value, it will be displayed in the related field. To modify the value, click on the field and enter your new value. Modified fields will be highlighted in yellow. To revert a field to its original value, click on the circular arrow icon and the value will return to its original state.

      If multiple images have been selected for modification, the fields will display a single value if all selected images share the same value. If the selected images have different values, the field will display "∞ multiple values." You can either enter a new value into the field, or click on the ∞ icon to reveal a list of the values for the selected images.

      When you are satisfied with the new values, click on the "apply changes" button at the bottom of the editor to save the changes.

    • Modify Location

      To modify location metadata, choose the GPS tab in the metadata editor. If a location is already assigned to the selected assets, a red pin will be displayed on the map.

      To change the location of an image, either drag the map to a new location or type a location into the search bar. When using the search feature, a list of possible locations will be displayed. Click on the location you wish to use. A yellow pin will appear on the map to indicate the new location. Click on the yellow pin to set the new location. Once set, the pin will turn red and the updated location coordinates will be displayed in the location fields.

      When you are satisfied with the new values, click on the "apply changes" button at the bottom of the editor to save the changes.

    • Supported Fields & File Types

      There are some cases where an image file may not be modifiable. If a file is detected as unmodifiable, it will be added to the ignored file list.

      • Layered files: PSD files and layered TIFF files are flattened when saved by Apple's Core Image Framework. As such, these files are ignored to preserve their content.
      • Unsupported fields: There are a handful of fields that Apple's Core Image Framework is not able to write to and would overwrite if an image is modified. PIXLpath will detect if your file contains any of these fields and will add the file to the ignored file list. The fields PIXLpath detects are the IPTC Extension fields: ArtworkOrObject, LocationCreated, LocationShown, and the Plus fields.
    • Metadata Templates

      If you have a set of metadata values you use frequently, you can save them as a custom templates for reuse. For example, if you frequently apply your name, website, and a copyright notice to your images, you can save these values as a single template. Templates are saved to your computer and can be used across multiple catalogs.

      To create and modify templates, click on the Metadata menubar item and select "Show/Edit Templates" to reveal the template editor. You can also access the template editor by clicking on the clipboard icon in the metadata editor and then clicking on the "open template editor" button.

      You can also use templates to remove values from images. For example, if you want to remove your location information from images, add the latitude and longitude fields and leave the value blank. This will empty out existing values when applied to images.

      To apply a template, click on the clipboard icon in the metadata editor. You will be shown a list of your templates. Select the template you wish to apply and click on the "apply template" button.

    • PIXLpath offers file rename and copy functionality. These functions affect the original source files, so the files must be online to use these features.

      • Batch Rename Assets

        To perform a batch rename, select the files you wish to rename in the thumbnail browser. Once selected, choose the "rename" menu item in the toolbar, or right click to reveal the context menu and select "rename." Once a new naming convention is chosen, a live preview of your modified filenames will be displayed alongside the original filenames. PIXLpath will check for naming conflicts to assure overwrites do not occur. Click on "perform batch rename" to complete the batch rename.

      • Copy Files

        To copy files, select the files you wish to copy in the thumbnail browser. Once selected, right click on one of the selected assets to reveal the context menu. Choose the "copy" option in the menu. The next window will ask for a destination for the copied files.

        The copy window can be minimized while the task is in progress. You can bring back the copy window at any time by clicking on the copy progress bar located in the tasks section of the sidebar.

      • Reconnect Files & Folders

        If a folder has moved to a new location, PIXLpath may be able to reconnect the contained files. In the sidebar, scroll to the Drives header. Collapse the relevant drive folders until you reach the original location of the folder you wish to reconnect. Right-click on the folder and select "change asset locations." Navigate your system folders and select the relocated folder. PIXLpath will display a list of filenames from the relocated folder that match the offline folder. Matching is performed solely by filename, so be sure to compare the provided previews to ensure the files are the same.

      • Keyboard Shortcuts


        Thumbnail Browser
        A
        Select all assets.
        D
        Deselect all assets.
        Select asset one row up from current selection.
        Select asset one row down from current selection.
        Select asset preceding current selection.
        Select asset succeeding current selection.
        shift
        Add succeeding asset to selected asset group.
        shift
        Add preceding asset to selected asset group.
        return
        Enlarge currently selected asset.
        [
        Rotate selected assets counterclockwise.
        ]
        Rotate selected assets clockwise.
        0
        1
        2
        3
        4
        5
        Assign ratings or labels depending on the preference you set in the app settings. The action you assign as secondary will require holding
        to execute.
        Page up.
        Page down.
        Scroll to top of gallery.
        Scroll to bottom of gallery.
        Mac Thumbnail Browser
        space
        Page down.
        space
        Page up.
        +
        Increase size of thumbnails.
        -
        Decrease size of thumbnails.


        Enlarged View
        Display next asset in catalog.
        Display previous asset in catalog.
        esc
        Return to thumbnail browser.
        [
        Rotate asset counterclockwise.
        ]
        Rotate asset clockwise.
        0
        1
        2
        3
        4
        5
        Assign ratings or labels depending on the preference you set in the app settings. The action you assign as secondary will require holding
        to execute.
        Mac Enlarged View
        Zoom in on image.
        Zoom out of image.
        +
        Zoom in on image.
        -
        Zoom out of image.
      • iOS Touch Gestures


        Thumbnail Browser
        One finger single tap Enlarge asset.
        One finger long press Display context menu.
        Two finger single tap Display context menu or select asset. Customizable in settings.
        Continuous swipe Swipe left to right to select multiple assets, right to left to deselect.

        Enlarged View
        Pinch Zoom in/out on image.
        Swipe left & right Swipe left to display next asset, swipe right for previous asset.
        Swipe up & down Swipe up or down to return to thumbnail view.



      Have questions? hello@pixlpath.com