Roles in Solibri Model Checker

We know that Solibri Model Checker (SMC) is used by a wide range of industry professionals. One benefit that sets SMC apart from other applications is the support for many different BIM users and use cases. Whether supporting Code Compliance, Coordination, BIM Validation, Energy Analysis, Quantity Takeoff, or other requirements of a BIM Execution Plan, each use case will require a different set of resources and capabilities within the software. This is exactly where Roles support the optimal workflow and deliver high value.

What is a Role in SMC?

A Role (or professional function) is essentially going to call on a grouping of resources (Rulesets, Classifications, and Information Takeoff (ITO) definitions) that will assist in performing functions to support a particular BIM use case within SMC. After setting the role in SMC, the required resources normally associated with that use case will automatically load or become easily accessible within the software.

Selecting a Role

The first time you click the Checking layout tab in SMC, the Please Choose a Role dialog will open and prompt you to select from a radio button list of roles for the type of work you wish to accomplish. A description for each role is populated in the textbox on the right as you select the different options.  You are provided with information on what function the role performs and what resources are included.  In the screenshot below, we have selected the BIM Validation – Architectural role in the Please Choose a Role dialog.

Please Choose a Role Dialog
Please Choose a Role Dialog

After selecting a role and clicking the Next > button, a Please Select Rulesets You Want to Use dialog will open prompting you to select from a list of Rulesets included with that role. Those Rulesets that are set as defaults of the role are selected in blue for you as seen in the screenshot below.  In addition, you can change these defaults of the role from this dialog by marking the Save Selected Rulesets as Defaults checkbox after changing the selections.  In the screenshot below, the Rulesets associated with the BIM Validation – Architectural role are listed in the dialog.

File - Settings - General
Please Select Rulesets You Want to Use Dialog

Setting a Default Role

If you are going to be repeatedly performing the same functions as identified with a specific role in the Please Choose a Role dialog, you can click the Save as Default Role checkbox below the list of roles.  After marking this box, whenever you open an IFC file in a new project, your role will default to whatever you had selected in the Please Choose a Role dialog, and the corresponding default resources (Rulesets, Classifications, and ITO definitions) will automatically be loaded.

NOTE: If you have  set your default role, and wish to have the Please Choose a Role dialog open again when starting new projects, click File > Settings > General and mark the Show Role Selection checkbox. The next time you start a new project and open an IFC file, the Please Choose a Role dialog will reappear when you open the Checking layout.

File - Settings - General
File > Settings > General

The Roles Window

If you wish to create your own role, you can do so by clicking Roles in the File layout tab.  If you have set your default role in SMC, that role will be opened, and the resource lists will be populated with those associated with that role.   In the view below, we had set our default role to BIM Validation – Architectural: 

The Role Editor
The Roles Window

You can also use this window to set your default role by clicking the Open button and selecting a role.

In the screenshot above, notice the Resource Root Path box.  The path listed in this textbox is the root folder for resources, and any resources associated with a role must reside in some subfolder of this path.  For example, you are not able to link a Ruleset you have saved in your “My Documents” folder to a role.  You must copy it into some folder, most often the Rulesets folder, under the Resource Root Path.  You can change this root path by clicking the “…” button, for example, to change the path to some shared folder on a network drive.

NOTE: Some extensions available through the Solibri Solution Center (SSC) will have their own Roles.  In the Open Role dialog, these roles are selected through the Resources tab rather than the Files tab.

Roles Included in Extensions
Roles Included in Extensions

Modifying Resources of a Role

To add or remove resources to or from a role, you click the add (+) or remove (X) buttons respectively.  Resources added to the role are those that will be listed in the dialog boxes when you click the open button in the Checking, Classification, and Information Takeoff views.  In the screenshots above, notice the same rulesets listed in the Roles window are those listed in the Please Select Rulesets You Want to Use dialog.

Also, notice that three of the Rulesets are starred while the other three are not in the Roles window.  Starring a resource sets it as a default resource of a role, and as explained previously, default resources are selected in their corresponding Open dialogs or loaded automatically if a default role has been set.  Notice the same selected rulesets in the Please Select Rulesets You Want to Use dialog are those that are starred in the The Roles window.

After you have set up the resources for your role, click the Save As button to create a new XML File of your Role in the Roles folder of the Resource Root Path. This XML file must be placed in this folder in order for it to be listed in the Please Choose a Role dialog.

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Roles in Solibri Model Checker

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