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Step-by-Step Building Onboarding Guide

This guide walks you through the complete process of onboarding a building to Expert Center, from initial access to final push.

Prerequisites

Before starting the onboarding process, you'll need:

  • Access to an Organization's Console. You can create a Mapped account if you haven't already. Contact [email protected] if you need assistance with access to your Organization.
  • Connectors deployed and data ingested
  • Understanding of the building's systems and equipment
  • Allocated time for the process (typically 3-5 days)

Getting Started

Step 1: Access the Expert Center

Located in the header of an Organization's Console, select Expert Center button. This will redirect you to the Expert Center's organization page.

Screenshot of Mapped Console with a teal arrow pointing to the Expert Center button

Step 2: Pull buildings into Expert Center

From the Organization Overview, if the list of buildings is empty, select PULL to ingest data from an organization's knowledge graph into Expert Center.

Screenshot of fictional Mapped Expert Center organization overview page for TenantyWorks, with a Pull button circled in the upper right

πŸ“„ Read more on how to Pull

Step 3: Select a Building

From the Organization Overview, select a building from within the Buildings table by clicking anywhere in a building's row.

Screenshot of Mapped Expert Center Organization Overview with the first Building in the table circled.

Step 4: Select a Connector

From the Building Overview, select a connector from Connectors table by clicking anywhere in a connector's row (most common: Mapped UG / CSV).

Don't see the connector you're looking for? Try running PULL.

Screenshot of Mapped Expert Center Building Overview for the Intellicare Infirmirary building, with a table of connectors.

Labeling Process

Step 5: Familiarize

Initially, processing has not been run and all Entities are Unprocessed. We recommend familiarizing yourself with Entities within the Queue to prioritize the queue and develop an understanding which patterns should be prioritized.

Screenshot of Mapped Expert Center where the Labeling Progress bar has Queued circled.

From the Connector Overview, select Queued from the Labeling Progress bar. This will navigate to the Label View > Entities tab, where you can identify textual patterns in name and description to determine which patterns should be prioritized for assignment.

Screenshot of the Labeling page from an example organization and CSV Connector, showing a table with Labeling Status, Entity ID, Name, Description, Base Type, Exact Type, DE, and DR.

πŸ“„ Read more on the labeling workflow

Step 6: Assign

From anywhere within a Connector, select Assign, then specify a labeler's email, max quantity, base type (e.g. Point), and Text Pattern (optional). Repeat assignment for your entire team.

πŸ“„ Read more on assigning labeling tasks

Step 7: Label

In the Label Interface > Entities tab, label assigned entities.

πŸ“„ Read more on labeling entities

Model Processing

Step 8: Run processing

After initial assignments are completed, it's time to run processing. This will take anywhere from 30-90 minutes depending on the volume. Monitor Jobs table to verify processing has successfully completed.

πŸ“„ Read more on how to run processing

Review and Validation

Step 9: Navigate to Review

From the Connector Overview page, select status from Inference Results progress bar to view specific processing status, or select Review from header to view all processed results.

πŸ“„ Read more in the Review Step

Step 10: Review Low Confidence results

From the Review Page > Source Entities tab, review inferred results with Low Confidence. Patterns of inferred Entities with Low Confidence are automatically added to the queue, however you have the ability to Approve Entities.

Step 11: Review High Confidence results

From the Review Page > Source Entities tab, review inferred results with High Confidence. Entities can be Declined, which will be added to the queue for additional labeling.

Step 12: Review Derived Entities

From the Review Page > Derived Entities tab, review a list of Derived Entities and decline rows.

πŸ“„ Read more on review actions

Step 13: Iterate if Necessary

If the prediction accuracy is below your target:

  • Add more labeled examples
  • Re-run processing with updated training data
  • Review new processed results
  • Repeat until satisfactory accuracy achieved

Unification

Step 14: Unify

  • Navigate to the Unification interface
  • Create Unified Entities
  • Associate Unified Entity with Inferred Entities

πŸ“„ Read more in the Unify Step

Push

Step 15: Push Enriched Data

  • Verify all previous steps are complete
  • Navigate to Building
  • Select Push All to push all connectors and unification

πŸ“„ Read more in the Push Step

Validate

Step 16: Validate Knowledge Graph

Run GraphQL queries to ensure correct:

  • Building information and structure
  • Equipment classifications and relationships
  • Collections and systems
  • Zones and HVAC connections
  • Points and data availability Review results against expectations from Expert Center

πŸ“„ Read more in the Validate Step