Learning Objectives

After completing this lesson, you’ll be able to:

Instructions

In this lesson, you will:

Resources

Improve Workspaces with Bookmarks

Bookmarks play an essential role in a well-styled workspace for many reasons, including these:

Bookmarks for Design

A bookmark is a great way of indicating that a particular section of a workspace is for a specific purpose. Subdividing a workspace this way often makes the layout more straightforward to follow.

As one user has put it, bookmarks are like paragraphs for your workspace!

Organizing a large workspace with bookmarks

The above workspace illustrates how to mark up different workspace sections using bookmarks. As you can see, subdividing bookmarks further by nesting one bookmark inside another is permitted.

Collapsible Bookmarks

You can click the small icon in the top-left corner of a bookmark to collapse it:

Collapsing bookmarks

Collapsing a bookmark means it is compressed down to the size of a single transformer, displaying none of the contents except for where data enters or exits the bookmark:

A collapsed bookmark

Clicking the icon a second time re-opens the bookmark to its previous size.

This functionality allows you to render large workspace sections in a much smaller area and only open them when editing is required.

For example, the section of the workspace displayed above might become this:

Many collapsed bookmarks to simplify a workspace

Re-opening a collapsed bookmark adjusts the workspace's layout, moving other transformers or bookmarks out of the way without overlap. Re-closing the bookmark causes the opposite to occur.

For example, if you expand bookmark three (Style) in the above screenshot, then bookmarks four and five move to one side to accommodate it. When you collapse bookmark three again, the reverse occurs to give the same compact layout as before. 

You can rename the input and output ports on collapsed bookmarks to help clarify the data entering and exiting:

Renaming an input port on a collapsed bookmark

You can do this by double-clicking the object, pressing F2, or using the Rename option on the context menu.

Bookmarks for Quick Access

The Workbench Navigator window lists all bookmarks. Each bookmark appears in order, and you can expand it to view its contents. It may include feature types, transformers, or nested bookmarks:

Viewing bookmarks in the Navigator

Clicking or double-clicking a bookmark in the Navigator selects it and brings it into view. Bookmarks both visually divide a workspace into sections and let you jump to different parts of that workspace.

In this way, bookmarks are like the chapter headings in a book!

Besides being a way to access bookmarks quickly, you can use the bookmarks in the Navigator to present your workspace. By clicking the first bookmark and then using the arrow keys on your keyboard, you can flip from bookmark to bookmark using animation in a way that would be very useful when showing the workspace as part of a presentation.

The order of bookmarks in that window is alphabetical, which may differ from the order in which you wish to present a workspace.

In that case, you can rename your bookmarks using a numbering system to force them into the correct order, e.g., 1.1, 1.2, 2.1, 2.2, etc.

Bookmarks can then be dragged up and down in the Navigator window to give the correct order. Expand a bookmark to include nested bookmarks in your tour.

Bookmarks for Editing

Bookmarks define a section of the workspace containing several objects. When editing a workspace without bookmarks, you can move objects by selecting the object or objects and dragging them to a new position.

However, when bookmarks divide a workspace, you can move objects by dragging the bookmark to a new position. When an object is inside the bookmark, it moves as the bookmark does.

Moving objects inside a bookmark

Using this technique, you can move large groups of objects around the workspace canvas to create a better layout. Objects inside a bookmark will move whether the bookmark is collapsed or expanded.

Note

Remember that one of the bookmark properties is labeled Contents and has the value "Move with Bookmark" or "Move Independently." The former allows you to move objects with the transformer; the latter causes objects to remain in position when you move a bookmark.

Bookmarks for Performance

When a workspace is run with Data Caching turned on, records are cached at every transformer. As you can imagine, in larger workspaces, this leads to a lot of data being cached, sometimes unnecessarily:

Caching in a bookmark

Notice in the above screenshot that every transformer in the Prepare Data for Matching bookmark is being cached.

However, when a bookmark is collapsed, then caching only occurs on the bookmark output objects:

Caching on a bookmark

This feature means that data is cached only for the final transformer in the bookmark, saving considerable time and resources:

No caching in a bookmark

Note

You want to avoid putting a workspace into production when caching is turned on, regardless of whether your bookmarks are collapsed. This technique is only recommended in workspace creation's design, authoring, and testing phases.

Additionally, due to operating system file naming restrictions, you are limited to storing a few hundred caches per workspace, so collapsing bookmarks can help you avoid hitting that number in large workspaces.

Exercise

Jennifer

Jennifer's walkability workspace is nearly complete. Before sharing it with her colleague for review, she wants to collapse bookmarks to reduce unnecessary data caches, rename the collapsed ports for clarity, and add workspace metadata.

In this exercise, you will:

  • Collapse a bookmark to reduce data caches during testing.
  • Set workspace metadata to support sharing and collaboration.
  • Use the Navigator to give an ordered tour of the workspace.

1) Open Starting Workspace

  • Start FME Workbench (2026.1 or later).
  • Open your starting workspace (C:\FMEData\Workspaces\UseDataIntegrationBestPractices\improve-workspaces-with-bookmarks.fmw).

2) Collapse Addresses Bookmark

You've already confirmed the attribute transformers in the Prepare addresses to join bookmark are working correctly. Collapsing it will reduce the number of data caches generated when you test your workspace.

  • In the Prepare Addresses to Join bookmark, click the upward-pointing arrow to collapse it.

Collapsing a bookmark

3) Rename Collapsed Bookmark Ports

The default port names are not very descriptive. Rename them to reflect the data flowing in and out.

  • On the collapsed Prepare Addresses to Join bookmark, right-click the first port and rename it to Addresses.
  • Right-click the second port and rename it to Block-Level Addresses.

Renamed ports

4) Move Bookmarks

Now that you have bookmarks to work with, you decide you'd rather keep the default port order on the FeatureJoiner.

  • On the FeatureJoiner, right-click the Right port, then select Move Down.

Changing port order back

  • Below the Prepare addresses to Join bookmark, click and drag the Crime CSV bookmark 
    • The connection lines no longer cross.

Reordered bookmarks

5) Set Workspace Metadata

Because you plan to share this workspace, fill in metadata so your colleagues have the context they need to edit it.

  • In the Navigator, expand Workspace Parameters, then expand General.
  • Double-click Name: < not set >.
    • This will open the Workspace Parameters dialog.
  • Enter:
    • Workspace Name: VancouverWalkability
    • Category: "Calculated Values"
  •  Check Use Markdown.
  • Enter any description you'd like.

To track your edits:

  • Click the History tab.
  • Add a new entry with the date, your username, and a brief comment describing the edit.

History tab

  • Click OK.

6) Give a Tour of the Workspace

Use the Navigator's bookmark browsing to walk through the workspace in a logical order for your colleague. Currently the bookmarks are listed alphabetically, which may not match the processing order.

  • In the Navigator, expand the Bookmarks section.
    • Clicking any bookmark pans and zooms the canvas to display it.

Expanded Bookmarks section in the Navigator

  • Rename each bookmark with a number prefix (e.g., 1, 2, 3...) so they appear in the correct order in the Navigator.

Renamed bookmarks

  • Click the first bookmark, then use the arrow keys on your keyboard to walk through each bookmark in sequence to give your colleague a tour.

 

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