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Guide · Review process

Start a firm knowledge base with one answerable task

Past projects can help a team answer recurring questions, but the files need context. Start with a small library and a task whose answer a reviewer can check.

An architecture knowledge base connects approved project information with its source, revision, applicability and access rules. A useful AI pilot retrieves cited evidence for one recurring task and checks it against the firm’s accepted answer.

Choose a question before connecting an archive

Ask a designer or project architect which recurring search takes too long. The task might be locating a firm-approved wall detail, finding an owner’s accessibility preference or retrieving the basis for a specified assembly. Describe the current inputs, people and output.

Choose a question that already has an accepted answer. That gives the pilot a reference for evaluating retrieval and citations. A broad instruction to “make our files intelligent” gives the team no clear way to decide whether the first result helped.

Separate current guidance from project history

Office standards, approved typical details and completed project drawings serve different purposes. Keep those roles visible. A historical detail may reflect a client exception, an old code edition or a field condition that does not apply to the new project.

Record author, source issue, approval status and applicability. If the library contains conflicting versions, the result should show the conflict instead of presenting a single answer with false certainty.

A hypothetical pilot

Start with a small set of approved wet-area details and ask where a particular waterproofing transition is documented. Check whether the retrieved citation shows the actual transition, whether it is current and which receiving wall and floor conditions it assumes.

Then ask a question the library does not answer. A useful result identifies missing evidence and asks for the responsible designer’s decision. It should not invent a firm standard to satisfy every prompt.

Knowledge-base pilot worksheet

Knowledge-base pilot worksheetSwipe or scroll sideways to read all columns.
CheckSourcesReview question
First taskRecurring question and current handoffsWhich specific search or decision should the pilot improve?
Source scopeApproved library and project recordWhich documents may the pilot use, and which are excluded?
Source identityProject, discipline, issue and revisionCan a reviewer identify exactly where the answer came from?
ApplicabilityUse, jurisdiction, criteria and project conditionsWhat conditions make the precedent relevant or unsuitable?
AccessFirm permissions and client restrictionsWho may view each source and its extracted answer?
Answer evidenceRetrieved result and original documentDoes the citation support the specific claim?
Known questionsReviewer-approved question and answer setCan the pilot find the accepted evidence and identify absent answers?
MaintenanceDocument owner, review date and change processWho keeps the library current and removes superseded guidance?

Keep permissions and evidence together

Identify the permitted audience before adding client records. Check that a person cannot retrieve information they are not authorized to see through either a document link or an extracted answer. Test the actual access behavior of the selected tool.

For sources in Microsoft libraries, the SharePoint and OneDrive guide covers Groundbook’s selected-file import workflow. Importing a review package is a different scope from searching a firm’s entire archive.

Work through one improvement with us

CSI’s National CAD Standard overview provides context for consistent drawing identification and organization. Source checked October 13, 2026.

Groundbook’s drawing-set knowledge graph connects information within a supplied review set. This educational guide describes how to plan a broader firm knowledge workflow, rather than promising automatic firm-wide archive indexing.

Bring one task and a sample document to a free 30-minute AEC AI workflow consultation. We will diagnose the handoffs, identify a useful starting point and work through a practical example together.

Questions, answered

FAQs

Should the first pilot include every past project?

Begin with a bounded, approved source set and questions your team can verify. Expand after testing evidence quality, access and maintenance.

Can a past project detail become a firm standard automatically?

A responsible person should confirm its applicability and approval status. Retain the project conditions and exceptions.

Does Groundbook automatically index our whole firm archive?

This guide is a workflow planning resource. Groundbook’s documented file connections import selected files for project review; this page does not advertise automatic firm-wide indexing.

Find a useful AI starting point for your firm

Bring one recurring question and a small approved source set. Work through a practical example with an AI expert in AEC.

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