Simplebim 5 Documentation

SIMPLEBIM 5 TEMPLATE GUIDE

Templates are the key for using simplebim® effectively. With templates you can
automate for example trimming and extending the model, editing model data,
setting validation rules, grouping and enriching the model. This guide covers the
idea and structure of simplebim templates. It also contains a detailed reference
of all the sections found in templates and some walk-throughs for common
usage scenarios. In addition to this guide we have related video tutorials on our
web site at www.datacubist.com/tutorials

CONTENTS

Template system overview ..................................................................................................................................... 4

Template structure ................................................................................................................................................. 4

Settings -worksheet ................................................................................................................................................ 7

Template -section ............................................................................................................................................... 7

Model Author -section ........................................................................................................................................ 8

Model License -section ....................................................................................................................................... 8

Depends on Templates –section ........................................................................................................................ 8

Tools –section ..................................................................................................................................................... 8

IFC Import Settings –section ............................................................................................................................... 9

IFC Import Configuration –section ...................................................................................................................... 9

IFC Export Settings –section ............................................................................................................................. 10

Resources -worksheet .......................................................................................................................................... 11

Add Identity Source -section ............................................................................................................................ 11

Add Identity -section ........................................................................................................................................ 12

Add Identity (for IFC PropertySet) -section ...................................................................................................... 12

Add Identity (for IFC Element Quantity) -section ............................................................................................. 13

Model -worksheet ................................................................................................................................................ 14

Set Units -section .............................................................................................................................................. 14

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SIMPLEBIM 5 TEMPLATE GUIDE

Add Identity to Object -section......................................................................................................................... 14

Add Property to Object -section ....................................................................................................................... 14

Add Identity to Property -section ..................................................................................................................... 15

Swap Property Values -section ......................................................................................................................... 15

Trim Text Property Values -section .................................................................................................................. 15

Find and Replace Text Property Values -section .............................................................................................. 16

Set Property Values Based on Text Property Value -section ............................................................................ 16

Copy Property Values -section .......................................................................................................................... 17

Move and Rotate Site -section ......................................................................................................................... 17

Move and Rotate Project -section .................................................................................................................... 18

Model View -worksheet ....................................................................................................................................... 18

Include/Exclude Objects Based on Object Class or Group -section .................................................................. 19

Include/Exclude Objects Based on Text Property Value -section ..................................................................... 19

Include/Exclude Objects Based on Yes/No Property Value -section ................................................................ 20

Include/Exclude Property -section.................................................................................................................... 20

Set Object Color and Transparency Based on Object Class or Group -section ................................................. 21

Set Object Color and Transparency Based on Text Property Value -section .................................................... 21

Set Object Color and Transparency Based on Yes/No Property Value -section ............................................... 22

Validation -worksheet .......................................................................................................................................... 22

Required Objects -section................................................................................................................................. 22

Required Properties -section ............................................................................................................................ 23

Rules for Text Property Values -section ............................................................................................................ 23

Enrichment -worksheet ........................................................................................................................................ 24

Groups -worksheet ............................................................................................................................................... 26

Define groups based on property values -section ............................................................................................ 26

Map Group to IFC Group -section ..................................................................................................................... 27

Substitution -worksheet ....................................................................................................................................... 27

Advanced techniques ........................................................................................................................................... 28

Chaining templates ........................................................................................................................................... 28

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SIMPLEBIM 5 TEMPLATE GUIDE

Using regular expressions ................................................................................................................................. 28

Common template scenarios ................................................................................................................................ 29

Adding your own properties to an IFC model ................................................................................................... 29

Trimming the model ......................................................................................................................................... 30

Enriching the model .......................................................................................................................................... 31

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SIMPLEBIM 5 TEMPLATE GUIDE

TEMPLATE SYSTEM OVERVIEW

Templates are used for automating operations in simplebim®. Templates are straight forward Excel files that
follow a certain structure. For creating templates you can modify one of the templates that ship with simplebim,
download samples from the simplebim web site or create a new template from scratch.

Templates can be ultra-simple, containing just a few items. But you can also create very advanced templates by
chaining templates (applying templates in a sequence) and running tools as part of your template. Templates
can also be integrated to simplebim add-ons such that a template is applied automatically by the add-on, and
templates can even be used by the simplebim command line for batch processing models.

When you use a template you first import or open a model and then apply one or more templates to it. From
the startup screen in simplebim you can also choose to import a model with a template. This first imports the
model and then automatically applies the template you chose.

When you have applied your template, please be sure to check the template report. This report gives you in-
depth information about how the template was interpreted, including any warnings and errors that may have
occurred.

You can install templates by copying them into the User Templates folder. Installed templates show up in the
simplebim startup screen and menus making them very easy to use. The other option is to select a template
from anywhere on your system using a File Open dialog

Excel does not have to be installed on the computer where the templates are used. You need Excel only for
editing the templates.

This guide applies to simplebim version 5.0. Older template versions are backward compatible, so you do not
have to convert your templates to the latest version. However, when you create new templates we recommend
that you always use the latest version.

TEMPLATE STRUCTURE

Simplebim® templates are Excel files that have a pre-defined set of Worksheets and on each Worksheet a set of
Sections. You should not change the names of the Worksheets or Sections and you should also not re-arrange
the Sections.

Templates contain the following Worksheets

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Settings Template metadata and various settings

Resources Definitions for objects and properties, including mapping to IFC
Model Editing the model schema and model data
ModelView Defining the relevant part of the model, setting object appearances
Validation Defining validation rules for the model data
Enrichment Adding new data to the model
Defining list of values that can be used in the template to make it more compact and
Substitution
easier to maintain
Defining groups of objects that can be used for more precise control of editing and
Groups
validation

Template worksheets are applied from left to right and the sections on each worksheet from top to bottom.

The following information and rules apply to all sections in a template

A small red triangle denotes a comment. Hover over it with the mouse to see information relevant to that section
or field.

Cells may have dropdown lists that you can use for selecting from a list of valid values. The dropdown lists also
have tooltips with helpful information.

Fields with a green background are mandatory; fields with a purple background are optional. Optional fields are
either not always needed or have a default value. Check the tooltip for the default value.

Sections with a variable number of rows have horizontal headers and 3 rows by default. You can add any number
of new rows to such a section. You can also have empty rows within a section, but if you have more than 20
empty rows in a sequence the subsequent rows and any sections after will not be processed.

NOTE: The best way to add new rows is to start your row selection from a middle
row (not first and not last), select down as many rows as you wish to add and

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select Insert. This will maintain the formatting of the new rows, including
dropdown lists on the cells.

It is easier to maintain your templates and avoid mistakes if you reference cells containing e.g. a name or key
instead of copying that name or key to a different cell. You can use any Excel techniques, including formulas, to
manage your template data more effectively.

In many places fields accept both a Name and a Key. The Name of an item (template, object, property etc.) is a
human understandable name shown in the user interface. The key is the internal identification of the item used
by simplebim for uniquely identifying the item. Normally the Name works well, but if two or more items have
the same Name, then the key can be used for distinguishing between these items. Using the Name is easy but
contains some risk when several items have the same name. Using the Key is always safe, but templates that
use Keys are more difficult for humans to read.

NOTE: Names and keys are always case insensitive and any whitespace (spaces)
at the beginning and end of the name or key are ignored

In many places a cells accept a list of values. Such properties are marked with a [+]. The following techniques
can be used for defining lists.

Technique Description
Multi value cell You can add a new row into a cell by pressing Alt + Enter. The value of each row
within a cell is treated as a separate item in the list.
Multi row values You can add new empty rows and put each item on a separate row on the same
column.
Multi column values If the column with the list is the last one on the right in that section, you can add
new items on the same row on the empty columns on the right.
Separators In some places you can define a separator and put multiple items into the same cell
separated by the separator you defined.
Substitution Substitution chapter of this guide for more information about using Substitution in
templates

You can use any combination of the techniques described above in a single cell that accepts a list of values.

The special asterisk character ‘*’ can be used for disabling a row anywhere in the template, except in
Substitution. Simply place the asterisk sign on the applicable row in column B, and that row will be ignored
when the template is processed.

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SETTINGS -WORKSHEET

The settings worksheet has the following sections

Section Description
Template Metadata information about the template. Only needed if the template is
installed.
Model Author Setting information about the model author
Model License Setting information about the model license
Depends on Templates Used for chaining templates (advanced)
Tools Used for running tools as part of the template
IFC Import Settings Used for configuring the IFC import
IFC Import Configuration Used for configuring the IFC import (advanced)
IFC Export Settings Used for configuring the IFC export

TEMPLATE -SECTION

When you install a template the information in this section is used for displaying and organizing templates in
the user interface. For templates that are not installed this section can be left empty.

Field Value Description

Name Text The name of the template shown in the user interface. The name of the
template file is not shown.
Description Text The description of the template shown in the user interface
Author Text The author (person and/or organization) of the template
Key Text The unique key of the template. If multiple templates have the same key
simplebim will only load the latest version of the template. (see Version)
Group Text The group to which the template belongs. This can be for example an
organization, application or project. Templates can be grouped in the user
interface based on this information.
Version Whole Number The version of the template. Incrementing the version after modifying the
template ensures that you are always using the latest version of your
template.
Startup Yes/No Should be template be shown in the startup screen of simplebim?
Read Only Yes/No Should the user be able to edit and delete the template? If a template is
read only it can still be copied and the copy can be edited.
Link URI A link to the documentation of the template

A picture inserted anywhere on the Settings worksheet will be used as the icon of the template in the simplebim
user interface. The recommended size for the picture is 64x64 pixels.

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MODEL AUTHOR -SECTION

Information in this section appears in the 'Author and License' dialog in the simplebim user interface and is
written to IFC as a property set attached to the project.

Field Value Description

Author Text The name of the author of the model
Author Address Text The postal address of the author of the model
Author Email Text The email address of the author of the model
Author Phone Text The phone number of the author of the model

MODEL LICENSE -SECTION

Information in this section appears in the 'Author and License' dialog in the simplebim user interface and is
written to IFC as a property set attached to the project.

Field Value Description

Authorized Uses Text The uses for which the model is intended and authorized by the
model author, like clash detection, quantity take-off...
Authorized Use Context Text The context in which the model may be used, typically a project
Authorized Users Text The authorized users of the model
Contract Text The contract governing the use of the model, typically a project
agreement
Validity Period Text The validity period of the model, i.e. how long the model can be
used

DEPENDS ON TEMPLATES –SECTION

This section is used for chaining templates by defining which templates must be applied before the current
template is applied. This is covered in more detail in the Advanced Techniques chapter of this guide.

Field Value Description

Template Name or Key Text The name or key of the template this template depends on.

TOOLS –SECTION

In this section you can specify which Tools are run as part of this template. Tools are software modules that
can process the models in ways that are not supported by templates.

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Field Value Description

Name or GUID Text The Name or GUID of the tool. You can see the names of the
installed Tools in the About dialog of simplebim. If you are
developing the Tool yourself, your can also use its GUID.
Sequence Choice You can define when the Tool is run. Default is after the template
has been applied (After Template).
Parameter#1-3 Text You can define parameters that are passed to the Tool. Please
consult the documentation of the Tool for the parameters
supported by that Tool.
The format for parameters is: KEY …or… KEY=VALUE
If you need to pass more than 3 parameters, simply add the
additional parameters on the next columns on the same row.

IFC IMPORT SETTINGS –SECTION

With IFC import settings you can optimize the IFC import. When you exclude information from the import this
will speed up the import but the excluded information will not be available to you when you validate, copy-
edit and export the model.

Field Value Description

Import 2D Annotations Yes/No 2D annotations are symbolic 2D representations of objects.
Import 3D Faces Yes/No Faces are needed by tools that modify the 3D geometry. They
have no effect on how the IFC is exported.

IFC IMPORT CONFIGURATION –SECTION

In this section you can configure the IFC import on a lower level. The items in ‘IFC Import Settings’ are
shortcuts for configurations that could also be done in this section, but not all possible configurations have
these shortcuts.

Field Value Description

Action Choice Set Adds the key and overrides any existing value
of the given key
Remove Removes the key and any value of the key
Append Value Appends the value to the existing value of the
given key
Configuration Key Text The configuration key. For supported configuration keys please
consult the technical documentation of the simplebim IFC import
module
Configuration Value Text The configuration value. For supported values for each
configuration key please consult the technical documentation of
the simplebim IFC import module

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IFC EXPORT SETTINGS –SECTION

With IFC export settings you can control several aspects of the IFC export. The same settings can be found in
the IFC Export Settings dialog in simplebim.

Field Value Description

IFC File Mark Text The text that is appended in brackets to the name of the
imported IFC file at export. Default is “EDITED”
Export Space Boundaries Yes/No Export the space boundaries that are present in the imported
IFC model?
NOTE: simplebim does not generate space boundaries if they
are missing from the imported IFC model.
Export Wall-to-Wall Connections Yes/No Export the wall-to-wall connections that are present in the
imported IFC model?
NOTE: simplebim does not generate wall-to-wall connections
if they are missing in the imported IFC model.
Export Grids Yes/No Export the design grid objects that are present in the
imported IFC model?
Export Original Materials Yes/No Export the material definitions (material, material layer,
material layer set) that are present in the imported IFC
model?
If No, simplebim will use the value of the 'Material Name'
property as a simple material definition.
Export Original Classifications Yes/No Export the classification references that are present in the
imported IFC model?
If No, simplebim will simplify the classification references.
Export Original Layer Assignments Yes/No Export the layer assignments that are present in the
imported IFC model?
If No, simplebim will use the value of the 'Layer Assignment
Name' property as a simple layer assignment.
Export Original Groups Yes/No Export the groups that are present in the imported IFC
model.
If No, simplebim will use its own logic for creating the groups.
Export Original Systems Yes/No Export the systems that are present in the imported IFC
model.
If No, simplebim will use its own logic for creating the
systems.
Export Original Zones Yes/No Export the zones that are present in the imported IFC model.
If No, simplebim will use its own logic for creating the zones.
Export Original Electrical Circuits Yes/No Export the electrical circuits that are present in the imported
IFC model.
If No, simplebim will use its own logic for creating the
electrical circuits.
Export Original Properties Yes/No Export all properties that are present in the imported IFC
model, even if they are excluded in simplebim?
If No, simplebim will export only the included properties.

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Field Value Description

Export Colors of 3D Objects Yes/No Export the colors used for objects in simplebim, i.e. the colors
you see in the simplebim 3D window?
If No, then no color information will be exported.
Export Legacy Colors of 3D Yes/No Export the colors used for objects in simplebim, i.e. the colors
Objects you see in the simplebim 3D window using an old encoding
that is required or works better in some applications.
NOTE: You can try 'Legacy Colors' if 'Colors' does not work for
you.
Export 3D Objects with no or Yes/No Export 3D objects that have no geometry at all or have
Invalid Geometry invalid geometry.
Exclude Openings of Excluded 3D Yes/No Exclude opening elements / holes for excluded 3D objects?
Objects Examples: For architectural models used in structural design
you may want to exclude doors and windows, but want to
include their openings. For structural models used for design
coordination you may want to exclude both bolts and bolt
holes.
Exclude all Openings Yes/No Exclude opening elements / holes for all 3D objects.
Examples: For architectural models used as part of a
city/campus model you can exclude all opening. For
structural models with bolt holes that are not associated with
bolts you can exclude the holes but keep the bolts.
Optimize Shared Geometries Yes/No In IFC several objects with the same geometry can share a
geometry definition. This often improves the performance of
the receiving application. Simplebim can optimize the model
by finding shared geometries even if they are not shared in
the original IFC model.
NOTE: If this setting is No any shared geometries already
existing in the original model will still be exported.

RESOURCES -WORKSHEET

On the Resources worksheet you define resources that are used in other parts of the template or by other
templates.

Identities define the name, description, mapping to IFC and other information used by object classes and
properties.

ADD IDENTITY SOURCE -SECTION

The Identity Source is an entity that defines identities. This entity could be for example you, a standards
organization or the project you are working on.

Field Value Description

Identity Source Key Text The unique key of the entity defining the identities.
Name Text The name of the entity defining the identities

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Field Value Description

Level Choice The level on which the entity defining the identities is working : Global,
Regional, Organization, Project, User, Adhoc
Reference URL URL URL reference to the web site of this Identity Source
Reference Base URL URL Base address (URL) for identity definitions published by this Identity Source

ADD IDENTITY -SECTION

In this section you can define identities that can be shown in simplebim and can be exported to e.g. Excel, but
are not necessarily mapped to IFC. You could for example define identities that translate object and property
names to your own language.

NOTE: If you want to define identities that are mapped to IFC PropertySets or
Element Quantities, please use the dedicated sections instead.

Field Value Description

Identity Source Key Text The unique key of the entity who has defined this identity
Identity Key Text The unique key of this identity. Usually prefixed with the identity source
key to ensure uniqueness.
Name Text The name of this identity
Description Text The description of this identity
Reference Text This reference is appended to the 'Reference Base URI' of the Identity
Source to form a link to the definition of this identity.
Metadata#1-3 Text You can define metadata for the Identity. This metadata can be used by
simplebim, add-ons and tools in various ways, for example the mapping to
IFC is defined as metadata.
The format for metadata is: KEY …or… KEY=VALUE
If you need to pass more than 3 metadata items, simply add the additional
metadata items on the next columns on the same row.

ADD IDENTITY (FOR IFC PROPERTYSET) -SECTION

In this section you can define identities that are mapped to IFC PropertySets

Field Value Description

Identity Source Key Text The unique key of the entity who has defined this identity
Identity Key Text The unique key of this identity. Usually prefixed with the identity source
key to ensure uniqueness.
Name Text The name of this identity
Description Text The description of this identity
Reference Text This reference is appended to the 'Reference Base URI' of the Identity
Source to form a link to the definition of this identity.

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Field Value Description

PropertySet Name Text The name of the IFC PropertySet. If you are defining your own PropertySet
it is recommended that you prefix the name with ePset (Extension
PropertySet)
Property Name Text The name of the property within the PropertySet
Property Type Choice The IFC data type of the property

You can use any text you want as the Identity Key as long as the key is unique. However, if you want to avoid
creating duplicate properties when the property with an identical mapping already exists in the model, you need
to use a specific format for the Identity Key. The easiest way to get the correct key is to import an IFC file
containing that property into simplebim, select that property in the Properties palette and choose ‘Copy Special’
 ’Copy Key’ from the context menu. Finally paste the value into the Identity Key field in the template.

The format for PropertySet keys is.

IFC:F:IP:<PSET_NAME>:<PROPERTY_NAME>:<PROPERTY_TYPE>

NOTE: The old format starting with IFC2X3:FLAT:PROP is also still supported

ADD IDENTITY (FOR IFC ELEMENT QUANTITY) -SECTION

In this section you can define identities that are mapped to IFC Element Quantities

Field Value Description

Identity Source Key Text The unique key of the entity who has defined this identity
Identity Key Text The unique key of this identity. Usually prefixed with the identity source
key to ensure uniqueness.
Name Text The name of this identity
Description Text The description of this identity
Reference Text This reference is appended to the 'Reference Base URI' of the Identity
Source to form a link to the definition of this identity.
QuantitySet Name Text The name of the IFC QuantitySet.
Quantity Name Text The name of the property within the QuantitySet
Quantity Type Choice The IFC quantity type

For Element Quantities the same principle applies for Identity Keys as described for Property Sets above. The
format for Element Quantity keys is.

IFC:F:IQ:<QUANTITYSET_NAME>:<QUANTITY_NAME>

NOTE: The old format starting with IFC2X3:FLAT:QTY is also still supported

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MODEL -WORKSHEET

On the Model worksheet you can edit the model schema and the data of the model.

SET UNITS -SECTION

Units can be set for the model and for the template. Setting the model units affects the unit definition of the
model (the model is converted to these units) and thus also the exported IFC file. If no value is given for a
model unit, the unit defined in the imported IFC model is used. The template units define the interpretation of
any measure values used in the template. If no value is given for a template unit the model unit is assumed.
Template units have no effect on the units of the exported IFC file.

ADD IDENTITY TO OBJE CT -SECTION

In this section you can add new identities (names) for Object Classes. This has no effect on the IFC export but
allows you for example to translate the names of object classes to your own language in the simplebim user
interface.

Field Value Description

Object [+] Text The name or identity key of the Object Class
Identity to Add [+] Text The name or identity key of the identity to add
Make Default Yes/No Make this the default identity, i.e. the name that is shown in the simplebim
user interface?

ADD PROPERTY TO OBJECT -SECTION

In this section you can add new properties to Object Classes. You use the Identities defined on the Resources
sheet for adding new properties.

Adding a property to an Object Class automatically includes that property in the model view. If you want to
exclude the property you added, you must exclude it explicitly in the ‘Include/Exclude Property’ section of the
ModelView worksheet.

Field Value Description

Object [+] Text The name or identity key of the Object Class
Property [+] Text The name or identity key of the Identity used for creating the new property
Property Type Choice The type of the property. Allowed values are: Yes/No, Number, Whole
Number, Logical, Text, Measure
Single/List Choice The aggregation of the property. Allowed values are: Single, List
Unit Type Choice The unit type of the property - applies only to measure properties. Allowed
values are: count, length, area, volume, mass, angle, temperature, time,
power, thermal transmittance, volumetric flowrate, other

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Field Value Description

Unit Symbol Text The unit symbol of the property, e.g. mm - applies only to measure
properties. Must be valid for the Unit Type, e.g. mm is valid for length, but
not for area. If no Unit Symbol is given the Model Units are used, i.e. the
property will have the Unit Symbol defined in the using of the model for the
applicable Unit Type.

ADD IDENTITY TO PROPERTY -SECTION

In this section you can add new identities (names) for properties. This has no effect on the IFC export but
allows you for example to translate the names of properties to your own language in the simplebim user
interface.

Field Value Description

Object [+] Text The name or identity key of the Object Class
Existing Property Text The name or identity key of the property you want to add the new identity
to. This property must already exist on the object class.
Identity to Add [+] Text The name or identity key of the identity to add
Make Default Yes/No Make this the default identity, i.e. the name that is shown in the simplebim
user interface?

SWAP PROPERTY VALUES -SECTION

In this section you can swap the values of two properties. When you swap property values (instead of copy)
the values of both properties remain in the model for future use.

Field Value Description

Object [+] Text The name or identity key of the Object Class
Property 1 Text The name or identity key of the first property
Property 2 Text The name or identity key of the second property

TRIM TEXT PROPERTY VALUES -SECTION

You can use this section to trim away part of a text property value, for example a prefix or postfix. You could
for example trim a ‘Basic Wall’ prefix from the building element construction type of walls.

NOTE: There is a separate section in the template for trimming before copy
operations and after copy operations because the order of events determines if
the trim is applied to a copied value or to the original value.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class or Group

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Field Value Description

Trim Property Text The name or identity key of the text property to trim
Trim Type Text The type of the trimming. Allowed values are: prefix, postfix, anywhere,
regex and regex inverse.
Case Sensitive Yes/No Perform case sensitive comparison? This setting is ignored if the trim type
is regex or regex inverse.
Text to Trim Text The text to trim from the position defined by the trim type. If the trim
type is regex or regex inverse, the value in this cell is used as the regular
expression.

FIND AND REPLACE TEXT PROPERTY VALUES -SECTION

You can use this section for setting the value of a text property based on the current value of the same
property. You could for example replace ‘Mtg.’ with ‘Meeting’ in space names.

NOTE: There is a separate section in the template for find and replace before copy
operations and after copy operations because the order of events determines if
the find and replace is applied to a copied value or to the original value.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class or Group
Find Property [+] Text The name or identity key of the property for which you want to find and
replace values
Text Operator Choice The text operator for finding values
Case Sensitive Yes/No Perform case sensitive comparison?
Find Value [+] Text The value(s) to find. Leave empty to find empty values. You can specify
multiple values by adding new rows to the cell (Alt + Enter)
Replace Value Text The value replacing the found value(s). Leave empty to replace the found
value(s) with an empty value.

SET PROPERTY VALUES BASED ON TEXT PROPERTY VALUE -SECTION

In this section you can set the value of one property based on the text value of another property. You could for
example set the IsExternal property to ‘Yes’ for all walls that have a building element construction type that
starts with ‘EXT’.

NOTE: There is a separate section in the template for setting property values
before copy operations and after copy operations because the order of events
determines if finding the objects for which the property values are set is done
based on a copied value or to the original value.

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NOTE: If you need a large number of such operations the Enrichment system is
probably the better alternative because it is much more compact and easy to
manage.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class or Group
Find Property [+] Text The name or identity key of the property for which you want to find and
replace values
Text Operator Choice The text operator for finding values
Case Sensitive Yes/No Perform case sensitive comparison?
Find Value [+] Text The value(s) to find. Leave empty to find empty values. You can specify
multiple values by adding new rows to the cell (Alt + Enter). Or –logic is
applied if there are multiple values.
Set Property Text The name or identity key of the property for which you want to set the
value.
Set Value Mixed The value you want to set for the property. The value is converted to the
data type of the Set Property. If you are setting measure values, please
pay attention to the Template Units.

COPY PROPERTY VALUES -SECTION

In this section you can copy text property values from one property to another. Using regular expression you
can also copy only a part of the original value.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class or Group
From Property Text The name or identity key of the property from which you want to
copy the values
To Property Text The name or identity key of the property into which you want to
copy the values
Copy Empty Values Yes/No Should empty values be copied? Use No if you want to merge the
values of the two properties.
Overwrite Non Empty Values Yes/No If the 'To Property' already has a value, should that value be
overwritten by the value of the 'From Property'? Use No if you
merge the values of the two properties and want to give priority
to the values in the To Property.
Regular Expression Text You can optionally use regular expressions for modifying the
property value that is being copied.

MOVE AND ROTATE SITE -SECTION

In this section you can move and rotate the site object, typically for preparing a model for use as part of a
combined model.

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NOTE: X, Y and Z must be in the length unit measure (mm, m, inch, feet…) of the
model.

Field Value Description

X Number X value of the offset
Y Number Y value of the offset
Z Number Z value of the offset
Rotation (deg) Number Value between 0 and 360
Relative/Absolute Choice Relative Adds the X, Y and Z values given here to the current X,
Y and Z values of the site, and rotates relative to the
current rotation
Absolute Sets the X, Y and Z values of the site to the X, Y and Z
values given here and sets the rotation to the rotation
value given here.

MOVE AND ROTATE PROJECT -SECTION

In this section you can move and rotate the project object, typically for preparing a model for use as part of a
combined model.

NOTE: X, Y and Z must be in the length unit measure (mm, m, inch, feet…) of the
model.

Field Value Description

X Number X value of the offset
Y Number Y value of the offset
Z Number Z value of the offset
Rotation (deg) Number Value between 0 and 360
Relative/Absolute Choice Relative Adds the X, Y and Z values given here to the current X,
Y and Z values of the project, and rotates relative to
the current rotation
Absolute Sets the X, Y and Z values of the project to the X, Y and
Z values given here and sets the rotation to the
rotation value given here.

MODEL VIEW -WORKSHEET

On the model view worksheet you can define which objects and properties are included (for example in the IFC
export) and set the appearance (color and transparency) of objects.

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INCLUDE/EXCLUDE OBJECTS BASED ON OBJECT CLASS OR GROUP -SECTION

In this section you can include and exclude objects based on their object class or membership in a group. You
could for example exclude all furniture or include all objects in a ‘Building Envelope’ group. See the Groups –
worksheet chapter of this guide for more information about groups.

NOTE: If you want to start with a clean slate, use the special value 'All' for Object
or Group on the first row. This will exclude all objects in the model. Then you can
start including the objects you really need.

NOTE: The following object classes cannot be excluded via templates: Project, Site,
Building and Building Storey

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class, or the name of the
Group. The special value 'All' will apply the operation to all
Object Classes.
Include Yes/No Include the objects in the Object Class or Group? Leaving the cell
empty will set the applicable objects into the 'Not decided yet'
state

NOTE: Setting the background color of this cell will set that
color as the 3D Appearance of the applicable objects.

INCLUDE/EXCLUDE OBJECTS BASED ON TEXT PROPERTY VALUE -SECTION

In this section you can include and exclude objects of an Object Class based on a text property value

NOTE: This section is included for backward compatibility. The recommended

solution is to define a Group that selects the desired objects and use that Group in
the ‘Include/Exclude Objects Based on Object Class or Group’ section. Groups give
much more control over the selection because the rules of a Group can use any
property type (text, number etc.) and more complex rules can be created using
and/or logic.

Field Value Description

Object [+] Text The name or identity key of the Object Class
Include Yes/No Include the applicable objects? Leaving the cell empty will set the
applicable objects into the 'Not decided yet' state

NOTE: Setting the background color of this cell will set that color as the
3D Appearance of the applicable objects.

Text Property [+] Text The name or identity key of the Text property that is used as a filter for
including or excluding objects.

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Field Value Description

Text Operator Choice The text operator for finding values
Case Sensitive Yes/No Perform case sensitive comparison?
Text Value [+] Text The property value used for finding the objects. The value can be left
empty if the operator is Equals or NotEquals.

INCLUDE/EXCLUDE OBJECTS BASED ON YES/NO PROPERTY VALUE -SECTION

In this section you can include and exclude objects of an Object Class based on a yes/no property value

NOTE: This section is included for backward compatibility. The recommended

solution is to define a Group that selects the desired objects and use that Group in
the ‘Include/Exclude Objects Based on Object Class or Group’ section. Groups give
much more control over the selection because the rules of a Group can use any
property type (text, number etc.) and more complex rules can be created using
and/or logic.

Field Value Description

Object [+] Text The name or identity key of the Object Class
Include Yes/No Include the applicable objects? Leaving the cell empty will set the
applicable objects into the 'Not decided yet' state

NOTE: Setting the background color of this cell will set that color as the
3D Appearance of the applicable objects.

Yes/No Property [+] Text The name or identity key of the Yes/No property that is used as a filter for
including or excluding objects.
Yes/No Value Yes/No The property value used for finding the objects.

INCLUDE/EXCLUDE PROPERTY -SECTION

In this section you can include and exclude properties from Object Classes.

NOTE: If you want to start with a clean slate, use the special value 'All' for both
Object and Property on the first row. This will exclude all properties for all objects.
Then you can start including the properties you really need.

Field Value Description

Object [+] Text The name of identity key of the Object Class.
The special value 'All' will apply the operation to all Object
Classes.
Property [+] Text The name of identity key of the property.

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Field Value Description

The special value 'All' will apply the operation to all properties of
the applicable Object Classes.
The special value ‘Added’ will apply the operation to all
properties that were added to the applicable Object Classes by
any template in the current template stack.
Include Yes/No Include the property?

SET OBJECT COLOR AND TRANSPARENCY BASED ON OBJECT CLASS OR GROUP -SECTION

In this section you can set the 3D appearance of objects, i.e. their color and transparency.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class, or the name of the
Group. The special value 'All' will apply the operation to all
Object Classes.
Color Color Set the background color of this cell to define the color for the
applicable objects
Transparency % Number The transparency of the objects in percent (0-100)
0 = opaque
100 = invisible

SET OBJECT COLOR AND TRANSPARENCY BASED ON TEXT PROPERTY VALUE -SECTION

In this section you can set the 3D appearance of objects, i.e. their color and transparency based on the value of
a text property.

NOTE: This section is included for backward compatibility. The recommended

solution is to define a Group that selects the desired objects and use that Group in
the ‘Set Object Color and Transparency Based on Object Class or Group’ section.
Groups give much more control over the selection because the rules of a Group
can use any property type (text, number etc.) and more complex rules can be
created using and/or logic.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class, or the name of the Group.
The special value 'All' will apply the operation to all Object Classes.
Color Color Set the background color of this cell to define the color for the applicable
objects
Transparency % Number The transparency of the objects in percent (0-100)
0 = opaque
100 = invisible
Text Property [+] Text The name or identity key of the Text property that is used as a filter for
selecting objects.

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Field Value Description

Text Operator Choice The text operator for finding values
Case Sensitive Yes/No Perform case sensitive comparison?
Text Value [+] Text The property value used for finding the objects. The value can be left
empty if the operator is Equals or NotEquals.

SET OBJECT COLOR AND TRANSPARENCY BASED ON YES/NO PROPERTY VALUE -SECTION

In this section you can set the 3D appearance of objects, i.e. their color and transparency based on the value of
a yes/no property.

NOTE: This section is included for backward compatibility. The recommended

solution is to define a Group that selects the desired objects and use that Group in
the ‘Set Object Color and Transparency Based on Object Class or Group’ section.
Groups give much more control over the selection because the rules of a Group
can use any property type (text, number etc.) and more complex rules can be
created using and/or logic.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class, or the name of the Group.
The special value 'All' will apply the operation to all Object Classes.
Color Color Set the background color of this cell to define the color for the applicable
objects
Transparency % Number The transparency of the objects in percent (0-100)
0 = opaque
100 = invisible
Yes/No Property [+] Text The name or identity key of the Yes/No property that is used as a filter
for selecting objects.
Yes/No Value Yes/No The property value used for finding the objects.

VALIDATION -WORKSHEET

On this sheet you can define validation rules for the model. The validation results are shown in the simplebim
user interface.

REQUIRED OBJECTS -SECTION

In this section you can define the object classes and groups for which the model must contain objects, for
example that the model must contain walls, or that a ‘Building Envelope’ Group must contain objects.

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Field Value Description

Object or Group [+] Text The name or identity key of the Object Class, or the name of the Group
Yes/No Yes/No Require that the Object Class or Group has objects?

REQUIRED PROPERTIES -SECTION

In this section you can define the properties that must have values. If a model does not have objects of a given
Object Class or a Group is empty, then the required properties for that Object Class or Group are not validated.
You can for example require that the Name property of all Space objects has a value, but this requirement only
applies if the model has Space objects.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class, or the name of the Group

The special value ‘All’ will apply the operation the applicable Properties
on all Object Classes that have the corresponding applicable property.
Property [+] Text The name or identity key of the property

The special value ‘Included’ will apply the operation to all properties that
were included for the applicable Object Classes by any template in the
current template stack.
Yes/No Yes/No Require that the Property has values?

RULES FOR TEXT PROPERTY VALUES -SECTION

In this section you can define validation rules for text properties. You can for example define a list of allowed
values for space names, an allowed pattern for building storey names or that space numbers must be unique.

NOTE: If multiple rules are defined for the same property, the new rules will
override the previous ones and only the last rule will be used. However, you can
define different rules for the same property in the context of an Object Class and
in the context of Groups.

Field Value Description

Object or Group [+] Text The name or identity key of the Object Class, or the name of the
Group
Text Property [+] Text The name or identity key of the Text property
Rule for Text Property Choice The rule the values of the Text Property must comply with. The
default is ‘Must be one of the values’
Case Sensitive Yes/No Perform case sensitive comparison?
Allow Empty Yes/No Are empty values allowed? Empty values should be allowed if the
property is optional.

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Field Value Description

Separator Text The character used for separating items in the values list. Leave
empty if there is only one item or each item in your list is on its own
cell.
Value [+] Text The list of values. The items in the list can be separated by a separator
if you have defined a Separator.

The following table contains a short description of the different rule types

Rule Type Description

Must be one of the Values A list of allowed values, e.g. the space names
from a spatial program.
Must contain one of the Values For example the name of a wall type must
contain either ‘int’ or ‘ext’
Must start with one of the Values For example the name of a wall type must start
with either ‘int’ or ‘ext’
Must end with one of the Values For example a list or values must be terminated
with a separator, like a comma.
Must be like one of the Values (with wildcards) For example the name of a wall type must start
with either ‘int’ or ‘ext’ followed by exactly 3
characters. For this you would use ‘int???’,
‘ext???’
Must match one of the Values (regular expression) For example the name of a wall type must start
with either ‘int’ or ‘ext’ followed by any number
of numbers. For this you would use ‘^int\d{0,}$’,
‘^ext\d{0,}$’
Must have unique values For example that space numbers must be unique
Must not be any of the Values For example the material of a wall must not be a
default value, like ‘empty fill’.
Must not contain any of the Values For example that space objects used for
modeling building storey areas should not be
included. For this you would use ‘gross area’,
‘net area’
Must not start with any of the Values For example that the name of a wall type must
not be prefixed with an automatic prefix like
‘Basic Wall’
Must not end with any of the Values For example a list or values must not be
terminated with a separator, like a comma.
Must not be like any of the Values (with wildcards) Can be used as an alternative to contains, starts
with and ends with.
Must not match any of the Values (regular expression) Can be used as an alternative to contains, starts
with and ends with.

ENRICHMENT -WORKSHEET

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With Enrichment you can efficiently merge data from external sources into the model by setting property
values to objects that match a given criteria. You can add as many Enrichment Worksheets into the workbook
as you like and they will be processed if the name of the Worksheet starts with 'Enrichment'. Each Enrichment
Worksheet can contain as many Enrichment sections as you wish.

Each Enrichment section must be formatted like this.

NOTE: The easiest way to get this right is to copy and paste the sample section on
the Enrichment worksheet.

Insert the name of the Object Class or Group on Column C on the row where Column B has the text 'Object or
Group [+]' (Cell C4 in the picture above).

Define one Match property by giving a property name or key. This property is used for finding the objects for
which the other properties are set. The match property must be a Text property. The Match operator can have
the following values.

Match Operators Description

Equals
Contains
Starts With
Ends With
Like Using wildcards
Match Using regular expression
Not Equals
Not Contains
Not Starts With
Not Ends With
Not Like Using wildcards
Not Match Using regular expression

The format for the Operator in a Match cell is ’Match=<Operator>’, for example ‘Match=Equals’. If
the Operator is mixed case the match will be case sensitive, otherwise case insensitive.

Examples Case Sensitive

Match = equals No

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Match = EQUALS No
Match=Equals Yes

All whitespace (spaces) is trimmed from the Operator, for example ‘Starts With’ is the same as
‘StartsWith’.

Define as many Set properties (Operator = Set) as you wish by giving a property name or key. If needed simply
add new properties on column F, G, H and so on. These are the properties for which the values are set. Set
properties can be of any data type (text, number, measure…). Do not leave any empty columns in between.

You can also define Info properties (Operator = Info) that are not processed but could help you better
understand the data or save you the trouble of deleting columns you don’t want to include. Info columns can
be used between Set columns.

On the rows below the header (containing the Object Class and Properties) add as many rows as you wish.
Each row must have a value for the Match Property and optionally values for the Set Properties. Do not put
any value into the cell on column B, because column B is reserved for use by the system.

NOTE: If you set measure value, please pay attention to the Template Units.

GROUPS -WORKSHEET

On the Groups worksheet you can define named, rule based groups of objects. Groups are a very versatile
concept that you can use in many different ways for organizing, editing and validating the model.

DEFINE GROUPS BASED ON PROPERTY VALUES -SECTION

In this section you can define new rule based groups.

Field Value Description

Group Name Text The Group Name is used for uniquely identifying a group.
If the first character in the Group Name is a backslash (\) the group is only
used in the context of the template and will not show up in simplebim.
Object [+] Text The name or key of the Object Class
Property [+] Text The name or key of the property used in the criteria for selecting the
objects that belong to the group
Numeric Operator Choice The Numeric Operator is used if the Property is a numeric property
Text Operator Choice The Text Operator is used if the Property is a text property
Case Sensitive Yes/No Perform case sensitive comparison?
Value [+] Mixed The value used in the rule. The value is converted to the data type of the
Property. If you are using measure values, please pay attention to the
Template Units.
And/Or Choice You can use several rules for one group, e.g. select objects from different
Object Classes using different criteria. For this you add new rows below

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Field Value Description

the row with the Group Name and leave Group Name empty on those
rows. You can decide if you want to apply And or Or logic.
And An object must match all rules to be accepted
Or An object must match at least one of the rules to be
accepted

MAP GROUP TO IFC GROUP -SECTION

In this section you can map groups to IFC, for example define that your group will be exported to IFC as an
IfcZone. Please note that by default the groups you define in templates will not be exported to IFC.

Field Value Description

Group Name [+] Text The name of the group
Type of IFC Group Text The type of IFC group your group will be mapped to

SUBSTITUTION -WORKSHEET

Substitution is a technique for making templates more compact and easier to read and manage. In substitution
you define a named list of values and use that name in other parts of the template instead of the original list of
values.

You could for example define a Substitution List with the names of all Object Classes that are relevant to
structural design and call it ‘Structural Objects’. Then you could define another list containing the names of all
properties that are used by all structural objects and call it ‘Common Structural Properties’. Let’s say there are
10 items in both lists. Now when you want to include the common properties for all structural objects you
would simply do the following on the ModelView worksheet.

Without Substitution you would have 10 rows in the ‘Include/Exclude Objects Based on Object Class or Group’
section and 100 rows in the ‘Include/Exclude Property’ section. You could also use the same substitution lists
in other places, like in validation. Later when you notice a mistake (something missing, spelling mistake…) in a
substitution list, you can simply edit the list on the Substitution worksheet and your template is fixed.

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Field Value Description

List Name Text The name of the substitution list
List Values Text The values. You can add several values to the same cell or add new values
to the cells below.

ADVANCED TECHNIQUES

CHAINING TEMPLATES

When you start using templates in a more advanced way it becomes important that your templates are easy to
maintain. You want to avoid copying the same information into multiple templates, because then updating your
templates after changes becomes difficult.

A good practice is to keep all your identity definitions in one template and make your other templates dependent
on that template. This way you have a central repository for your identities.

Another good practice is to separate generic content from project specific content. You might for example have
one template that trims a model for quantity take-off and another template that validates the model for quantity
take-off based on agreement made in a specific project. You may also have company specific content such as
model author information that you don’t want to repeat in multiple templates and model license information
that needs to be defined separately for each exchange.

Template chaining works such, that the more specific template is made dependent on the more generic
templates. The template you apply in simplebim is on the top of this structure (‘Project A’ in the example below)
and it pulls in all the other dependent templates. Templates are applied in a sequence where the top template
is applied last. This allows you to override content in the more generic templates by content from the more
specific ones.

Project A

Application X License Info

Identities Use Case 1 Author Info

USING REGULAR EXPRESSIONS

Regular expression is a powerful system for searching and manipulating text. It is very widely used and is
implemented in most modern programming languages. This means that while it is initially quite difficult to
understand there is no shortage of tutorials, tools and sample expressions. One good site for testing your regular
expressions is http://regex101.com/. On this site you copy your sample values into one text box and develop
your regular expression in another text box, and you see the result as you type.

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Here are some examples to get you started

Regular Expression Text Selected Text

^(.*): Basic Wall:EXT-1:2672323 Basic Wall
:(.*): Basic Wall:EXT-1:2672323 EXT-1
:(\d{0,})$ Basic Wall:EXT-1:2672323 2672323
(?<=KEY2=).*?(?=;) KEY1=A;KEY2=B;KEY3=C; B

COMMON TEMPLATE SCENARIOS

ADDING YOUR OWN PROPERTIES TO AN IFC MODEL

STEP 1 – INTRODUCE YOUR PROPERTY

Worksheet Resources
Section Add Identity Source
Add Identity (for IFC PropertySet)

Add an identity for your property, including the mapping of your property to IFC. Each Identity needs an
Identity Source, i.e. who has defined that identity. You should come up with a real one for the context in
which you use templates, but for testing simply use a dummy one like below.

STEP 2 – ADD YOUR PROPERTY TO OBJECT CLASSES

Worksheet Model

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Section Add Property to Object

Add the property to one or more Object Classes on the Model worksheet using the identity you defined in
the first step. You can use the same identity for properties on multiple Object Classes if the same IFC
mapping is suitable for all of them.

TRIMMING THE MODEL

STEP 1 – DECIDING WHICH OBJECT CLASSES YOU NEED

Worksheet ModelView
Section Include/Exclude Objects Based on Object Class or Group

Here you can define which Object Classes are relevant to your use case. It is a good approach to first
exclude all Object Classes and then start including only the ones you need.

STEP 2 – DECIDING WHICH OBJECT INSTANCES YOU NEED

Worksheet ModelView
Section Include/Exclude Objects Based on Text Property Value

You can include and exclude individual objects (Object Instances) by defining rules. The example below
excluded all spaces with a Space Name that starts with ‘Gross’, which would exclude all gross areas that
have been modeled with space objects (provided that the name of ‘gross area spaces’ starts with ‘Gross’)

STEP 3 – DECIDING WHICH PROPERTIES YOU NEED

Worksheet ModelView
Section Include/Exclude Property

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Here you can define which properties are relevant to your use case. Again, it is a good approach to first
exclude all properties for all Object Classes and then start including only the ones you need.

ENRICHING THE MODEL

STEP 1 – ADDING THE PROPERTIES YOU NEED

When you use enrichment you typically first add a set of properties to the model. Please see the ‘Adding your
own properties to an IFC model’ scenario for instructions how to do this.

STEP 2 – ADDING DATA TO THE MODEL

Worksheet Enrichment

In the Enrichment section you define the Object Class (Space in this example) and the property used for
finding the matching objects (Space Number in this example). If needed, consult the Enrichment –
worksheet chapter of this guide for more information about using the Enrichment system.

The simple example below reads like this

For all spaces where the Space Number is ‘1’, set the Occupancy Count to 3 and the Floor Finish to
‘Carpet’

For all spaces where the Space Number is ‘2’, set the Occupancy Count to 3 and the Floor Finish to
‘Laminate

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