This article describes the different ways in which you can classify components and create a Classification in Solibri.
In Solibri 9.13.6, you have three option for creating classifications. You can either use the drag & drop feature, the Info view right click context menu or create the classification in the Classification view. In earlier versions, it's only possible to create new classifications in the Classification view.
This article covers the following topics:
Related articles:
You can drag and drop component and container properties from the Info view into the Classification view to create a new classification. The classification colors are automatically added based on the component color.
To help users identify which fields can be used for Drag and Drop functions, a symbol has been added to the view:
Simply select the field that contains the data that you wish to create a classification from, then drag and drop this to the Classification view. In the example below, the Type Name field of a Column is used and the classification is automatically created using the Solibri Component type and the values:
The Drag and Drop creation method automatically configures the following:
Classification Settings tab - fields populated with the Drag and Drop Function
Name: The name is automatically created using the Solibri Component.Property Name
Components: The filter automatically creates the required component
Default Classification Names: Names are automatically created for values contained within the components property.
Tip
If you need to create a Classification using the same property but based on multiple component types, you can do this by modifying the Filter in the Classification Settings. Changing the component to Any or a different criteria will then calculate the values for the extended range of components that comply to the filter.
Please note that the Name of the Classification will need to be updated as it no longer relates to the filter. Also, any new values are not automatically coloured or added to the Classification Names in the Settings Tab.
The same methodology of creating a Classification based on a property can be applied by right clicking the relevant property and selecting the Create New Classification option from the popup menu as shown below:
When you create a new classification, you need to start by defining the classification settings and followed by the classification rules. If necessary, you can manually classify any unclassified components.
This section covers the following topics:
To create a new classification:
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Go to the Classification view in the Information Takeoff layout, or open the view in any layout by selecting it from the Views list in the top right corner of Solibri.
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Click in the view toolbar. The Classification Settings dialog opens and you see the Settings tab:
Tip
In Solibri v9.13.2 and newer, you will get a notice about lost links from one classification to another classification, ITO or rule when you change the classification or the classification name. These links can now be restored automatically with your consent. In previous versions, the link is lost and you have to manually relink the classifications when you rename them.
Next, you need to define the classification settings for a new classification:
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Name: Add a name for the classification.
Notice
The name you give the classification needs to be considered carefully. If the name used in the definition of rules to access classified elements, changing this name at a later date means having to manually update your rules.
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Description: Add a description of the classification (which components it classifies and why) by clicking Edit. A dialog opens:
Enter the description and click OK to close the dialog.
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Component filter: Add components you wish to classify. To add a new row, click . If you select the same component as in the previous row, the new row becomes an additional definition (filter). If you select a different component, the new row becomes a new definition (filter). To open an existing filter, click .
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State: Click the cell. Select Include, Exclude or Ignore from the drop-down menu. Ignore can be used to test different scenarios without having to reconfigure the rows.
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Component: Click the cell. Click . A dialog opens. Select a component from the list.
Tip
For more details, see the article Selecting Components for Filtering article.
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Property: The default list of values comes from the property set Identity. Click the cell. Click . A dialog opens. Select a property set from the radio button list. Select property from drop-down menu. Click OK.
Tip
To view the property information, go to the matching property tab in the Info view:
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Operator: Select an operator from the drop-down menu. The list of available operators depends on the selected property.
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Value:
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If you have selected One Of or None Of as the operator: Double click the cell. A dialog opens, showing the list of values available in the model. Select a value or select multiple ones by pressing and holding CTRL/Cmd while selecting. You can edit the selected value by double clicking it. Click OK.
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If you have selected Contains, Matches, Matches With as the operator: Enter the value.
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If you have selected Is Undefined or Is Defined as the operator, the operator is also the value.
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Tip
You can use the Selection Basket tools to visualise the filter components.
Tip
To save the filter for later use, click .
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If needed, you can mark the checkbox for:
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Locked: Only users with a Super User profile can modify the classification settings.
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Allow multiple classification names: A component can have multiple classification names.
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Use dates as classification names: You can select a date as the classification name.
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Show unclassified: Creates a folder for unclassified components.
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Default classification names: To add a new row, click . Insert the classification name. If you have selected to use dates as classification names, open the drop-down menu and select the date from the calendar which opens.
To define the component colour, double click the Color cell and select a colour.
Tip
You can import and edit classification names (and colours, if they have been exported from another classification) using an Excel file.
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Click Save. We recommend that you save the file using the classification name.
Now, you need to define the classification rules for a new classification:
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Click the Classification Rules tab:
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Select the classification method (below the rule table):
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First matching: The classification name is determined by the first matching row in the rule table.
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Best matching: The classification name is determined by the best matching row in the rule table.
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All matching: The classification name is determined by all matching rows in the rule table. The classification can thus have multiple names.
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To add a new row to the rule table, click . By default, the columns in the classification rule table are Type, Layer and Name. Any of these can be used, as well as other criteria.
Tip
To clear up the definition and make the intent more easy to understand, you can remove additional columns that are not required.
Tip
You can add new columns to the classification rule table. To add new columns, click . A dialog opens:
Select the property set from the radio button list and the property from the drop-down menu. The list of available property sets depends on the IFC file content. Click OK.
Tip
Rather than typing values in these columns, pick from the list first and then edit the values, for example by using wildcards. This way you reduce the chance of typos.
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Select the component from the drop-down menu:
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Select the type. Click . A dialog opens, showing the types included in the model:
Select a type or select multiple ones by pressing and holding CTRL/Cmd while selecting. Click OK.
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Select the layer. Click . A dialog opens, showing the layers included in the model:
Select a layer or select multiple ones by pressing and holding CTRL/Cmd while selecting. Click OK.
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Select the classification name from the drop-down menu:
Tip
You can set one of the properties as the classification name. Click and determine the column number which defines the classification name:
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Click Save.
Last, you need to manually classify any remaining unclassified components. view the unclassified components, click the Unclassified Components tab:
To manually define the classification name of a single component:
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Click the component.
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Enter the classification name or select it form the drop-down menu.
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Click Refresh. The component is removed from the list and is now listed on the Classified Components tab. The source is marked as Set by User:
To manually define the classification name of multiple components simultaneously:
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Select the components.
Tip
You can also use the Selection Basket tools to select the components. Set the Selection Basket content and bring it to the classification table by clicking .
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Click Set:
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A dialog opens. Enter the classification name or select it from the drop-down menu:
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Click OK.
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Click Refresh. The components are removed from the list and are now listed on the Classified Components tab. The source is marked as Set by User:
Tip
To quickly remove the manual "set by user" values, select the whole table by pressing Ctrl + A or Cmd + A and click Remove. This will automatically reclassify all elements. This is useful if you wish to add values while waiting for the next version of the model and then check if the elements that you have manually classified have indeed been fixed in the latest update.