Understanding data exchange and consumption

00:08

Hello and welcome to understanding BIM

00:10

data exchange methods within the design collaboration tool.

00:15

There are three options for exchanging data

00:18

that we have live linking.

00:20

We have shared linking

00:22

and finally, we have consumed linking.

00:25

Now, let's take a look at what those three options are

00:28

a common point

00:28

of confusion within the design

00:30

collaboration tool is that models can live in

00:33

three different places along with there being

00:35

three different options for linking the data.

00:38

First, let's look at zero gate or live linking.

00:42

You can see here we have our folders, architectural, structural mechanical,

00:46

they correspond with our teams here in

00:49

design collaboration.

00:51

The live linking option refers to

00:54

if you click on architectural folder, we see our work in progress model right here.

00:59

So live linking means,

01:01

hey, we're going to go ahead and link that model within our Revit

01:04

file and base our

01:06

decisions on that.

01:08

As you can

01:09

imagine

01:10

that comes with a certain amount of risk. So consider your

01:14

project team structure before doing so or linking this method. If you're

01:19

all on the same company,

01:20

you have all the disciplines in house and you communicate regularly.

01:22

Obviously, that's going to be less risky than if it's

01:25

a different

01:25

companies in the widely dispersed team. You know,

01:28

just so you know, that, that you're linking them out, at least,

01:31

you know, at least know the risks associated.

01:37

Our second option

01:39

or one gate shared linking directly involves packages created by teams.

01:45

So if we're looking at

01:47

design collaboration, we can see all these circles,

01:50

what these circles represent are actual packages,

01:53

teams have created to share

01:56

with other teams. So we can see the packages. So when a team creates the packages and

02:01

goes ahead and shares that with the team,

02:03

it puts the circle on the timeline and open indicates it has not been consumed,

02:08

closed means,

02:09

you know, the architectural team has consumed it. So

02:12

every time a package is created and shared, what the tool does is

02:18

it automatically creates a shared folder here in our project files.

02:22

And within that shared folder,

02:24

it starts tracking the versions of those models as we're going through.

02:27

So we can see architectural has 22 versions,

02:32

structural,

02:34

yes,

02:36

four versions

02:39

and mechanical has

02:42

a variation of one version up to three versions.

02:46

And our last method of sharing

02:49

involves a two gate system of

02:52

linking. For instance, we're looking at our structural model here. We can see

02:57

there's an open mechanical package

02:59

for us here to look at. So if we click on that as a structural team,

03:04

what it does is it brings in and allows us to

03:07

automatically consume it if we're confident that we don't need

03:11

to understand the changes or we have the option of

03:14

exploring it.

03:15

If we're pretty familiar with it,

03:16

we can come in here and kind of look

03:17

at anything that we may be specifically looking for,

03:21

you know, just to make sure it's there,

03:23

we back out a little bit here or we can, you know,

03:26

hey, that's what changed between those, that package

03:29

and the last package that I consumed.

03:31

So here we can see, OK, now we really understand

03:34

what happened to the changes. So we can see,

03:37

you know what's been added,

03:39

what's been removed and what's been modified. And you can look around at that

03:44

until you get a full grasp of the concept of what's been happening with it.

03:48

We can turn these on and off as we want to. So if we wanted to just see what was added,

03:53

we certainly can see, you know, what was added

03:56

and we're not limited to just our 3D view. If we go to our content browser

04:00

and start clicking around in the

04:03

sets too,

04:04

we can,

04:05

you know, visualize those changes in here as well. So

04:08

that gives us the ability to understand, OK.

04:11

What changed in relation to my work in progress model?

04:14

I can go ahead and choose to consume that folder.

04:17

So I'm structural consuming the mechanical,

04:20

you'll say yes

04:22

and what that does it processes that change. Now, if we look in document management

04:27

at our structural folder,

04:30

we will see a consume folder automatically created.

04:32

If we click on that, it opens up our disciplines that we've consumed in the past

04:36

and we can click in here and we can see

04:40

there's our mechanical file

04:43

that we just consumed. It's the version, you can see the time coincide.

04:46

So that is what we link to rev it.

04:51

Now, how do we go ahead and link that to rev? You can see we're in a rev cloud shared

04:55

structural model. We can come in and we're gonna go ahead and insert the link,

04:60

Revit

05:00

link.

05:01

Notice the default to

05:07

it defaults to our project, right?

05:09

So what took us into a design collaboration project?

05:11

Now, we can just go to project files,

05:13

we can go to our team structural,

05:16

we can go to our consume folder.

05:18

So this is the highest,

05:19

this is the highest vetting we can do in a model before bringing in our team.

05:22

Click on mechanical.

05:24

Go ahead and grab that mechanical,

05:26

open it,

05:27

it's going to insert it into our project, OK.

05:31

our project,

05:32

OK.

05:33

And

05:35

now we would be able to see

05:37

that model, OK.

05:42

OK there e have it. Now, we can see our mechanical model within our structural.

05:46

So we can go ahead and do

05:47

some visual quality checks

05:50

and make sure everything looks as expected.

05:53

Also, one last thing to point out

05:56

is if we look at our managed link that's recently added,

05:59

we have the ability to now to see that full path. So

06:03

it used to be a little bit truncated,

06:06

but now you can see we're pulling it in all the way from our consumed and disciplined.

06:10

So it's a

06:11

good visual indicator that allows us to be

06:14

sure that we're referencing in from the right place.

06:18

Thank you for your time.

Video transcript

00:08

Hello and welcome to understanding BIM

00:10

data exchange methods within the design collaboration tool.

00:15

There are three options for exchanging data

00:18

that we have live linking.

00:20

We have shared linking

00:22

and finally, we have consumed linking.

00:25

Now, let's take a look at what those three options are

00:28

a common point

00:28

of confusion within the design

00:30

collaboration tool is that models can live in

00:33

three different places along with there being

00:35

three different options for linking the data.

00:38

First, let's look at zero gate or live linking.

00:42

You can see here we have our folders, architectural, structural mechanical,

00:46

they correspond with our teams here in

00:49

design collaboration.

00:51

The live linking option refers to

00:54

if you click on architectural folder, we see our work in progress model right here.

00:59

So live linking means,

01:01

hey, we're going to go ahead and link that model within our Revit

01:04

file and base our

01:06

decisions on that.

01:08

As you can

01:09

imagine

01:10

that comes with a certain amount of risk. So consider your

01:14

project team structure before doing so or linking this method. If you're

01:19

all on the same company,

01:20

you have all the disciplines in house and you communicate regularly.

01:22

Obviously, that's going to be less risky than if it's

01:25

a different

01:25

companies in the widely dispersed team. You know,

01:28

just so you know, that, that you're linking them out, at least,

01:31

you know, at least know the risks associated.

01:37

Our second option

01:39

or one gate shared linking directly involves packages created by teams.

01:45

So if we're looking at

01:47

design collaboration, we can see all these circles,

01:50

what these circles represent are actual packages,

01:53

teams have created to share

01:56

with other teams. So we can see the packages. So when a team creates the packages and

02:01

goes ahead and shares that with the team,

02:03

it puts the circle on the timeline and open indicates it has not been consumed,

02:08

closed means,

02:09

you know, the architectural team has consumed it. So

02:12

every time a package is created and shared, what the tool does is

02:18

it automatically creates a shared folder here in our project files.

02:22

And within that shared folder,

02:24

it starts tracking the versions of those models as we're going through.

02:27

So we can see architectural has 22 versions,

02:32

structural,

02:34

yes,

02:36

four versions

02:39

and mechanical has

02:42

a variation of one version up to three versions.

02:46

And our last method of sharing

02:49

involves a two gate system of

02:52

linking. For instance, we're looking at our structural model here. We can see

02:57

there's an open mechanical package

02:59

for us here to look at. So if we click on that as a structural team,

03:04

what it does is it brings in and allows us to

03:07

automatically consume it if we're confident that we don't need

03:11

to understand the changes or we have the option of

03:14

exploring it.

03:15

If we're pretty familiar with it,

03:16

we can come in here and kind of look

03:17

at anything that we may be specifically looking for,

03:21

you know, just to make sure it's there,

03:23

we back out a little bit here or we can, you know,

03:26

hey, that's what changed between those, that package

03:29

and the last package that I consumed.

03:31

So here we can see, OK, now we really understand

03:34

what happened to the changes. So we can see,

03:37

you know what's been added,

03:39

what's been removed and what's been modified. And you can look around at that

03:44

until you get a full grasp of the concept of what's been happening with it.

03:48

We can turn these on and off as we want to. So if we wanted to just see what was added,

03:53

we certainly can see, you know, what was added

03:56

and we're not limited to just our 3D view. If we go to our content browser

04:00

and start clicking around in the

04:03

sets too,

04:04

we can,

04:05

you know, visualize those changes in here as well. So

04:08

that gives us the ability to understand, OK.

04:11

What changed in relation to my work in progress model?

04:14

I can go ahead and choose to consume that folder.

04:17

So I'm structural consuming the mechanical,

04:20

you'll say yes

04:22

and what that does it processes that change. Now, if we look in document management

04:27

at our structural folder,

04:30

we will see a consume folder automatically created.

04:32

If we click on that, it opens up our disciplines that we've consumed in the past

04:36

and we can click in here and we can see

04:40

there's our mechanical file

04:43

that we just consumed. It's the version, you can see the time coincide.

04:46

So that is what we link to rev it.

04:51

Now, how do we go ahead and link that to rev? You can see we're in a rev cloud shared

04:55

structural model. We can come in and we're gonna go ahead and insert the link,

04:60

Revit

05:00

link.

05:01

Notice the default to

05:07

it defaults to our project, right?

05:09

So what took us into a design collaboration project?

05:11

Now, we can just go to project files,

05:13

we can go to our team structural,

05:16

we can go to our consume folder.

05:18

So this is the highest,

05:19

this is the highest vetting we can do in a model before bringing in our team.

05:22

Click on mechanical.

05:24

Go ahead and grab that mechanical,

05:26

open it,

05:27

it's going to insert it into our project, OK.

05:31

our project,

05:32

OK.

05:33

And

05:35

now we would be able to see

05:37

that model, OK.

05:42

OK there e have it. Now, we can see our mechanical model within our structural.

05:46

So we can go ahead and do

05:47

some visual quality checks

05:50

and make sure everything looks as expected.

05:53

Also, one last thing to point out

05:56

is if we look at our managed link that's recently added,

05:59

we have the ability to now to see that full path. So

06:03

it used to be a little bit truncated,

06:06

but now you can see we're pulling it in all the way from our consumed and disciplined.

06:10

So it's a

06:11

good visual indicator that allows us to be

06:14

sure that we're referencing in from the right place.

06:18

Thank you for your time.

Consume a package - Exercise

Note: Prior to beginning practice exercise, a demo account and project or a sandbox project within a corporate account will need setup, teams created, and users added (account admin actions).

Consuming a shared package

Go to Design Collaboration.

  1. Within your Team Space, explore a Discipline Team's Timeline.
  2. An Open circle indicates a Shared Package that has not been Consumed by your team.
  3. Hover over the circle:
    1. Observe the package name and Shared on date.
    2. Confirm this is the package your team is expecting.



  4. Select Show changes:
    1. Confirm and understand Added, Removed, or Modified changes.
    2. Changes are best visualized on the 3D Space, but they may also be viewed within the Publish Sets included in the Package.
    3. It is important to remember that the "Show changes" compares last Package consumed, which may not be the last Package Shared.



  5. Test Linking Consumed model into your Revit Work in Progress model:
    1. This Consumed model is now automatically placed within a Consumed discipline folder within your Document Management > Project Files > Team Folder.



    2. Go to Revit, from the Insert Tab > Link Revit. Revit will default to the correct BIM 360 Project.
    3. Navigate to your Team folder "Mechanical" in this instance > Consumed > Structural, and link to your model.


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