Design Data Guidelines
Preamble
Construction projects are highly information-intensive
enterprises. On all but the smallest, simplest projects, large
numbers of firms generate enormous amounts of technical
information, most of which has to be communicated to others and
much of which will be re-used, or re-worked in some way, by
other firms on the project.
Most of this information will have been created on computer
systems of one sort or another, used in such a way as to
maximise the internal efficiency of the originating firm. It's
become clear in recent years that while such local efficiencies
are highly desirable, the real key to economy in construction
comes from getting the project team as a whole - the project as
a complete enterprise - to perform more effectively. There are
many issues which need to be considered in approaching this
challenge, but managing the complex flows of technical
information is one of the most important.
This paper has two purposes:
-
To describe very briefly the key steps that the project team
should take to improve their management of project
information.
- To encourage teams actually to take these steps, by
demonstrating just how easy most of them are, if they are
started early and are championed by the leaders of the project.
There are surprisingly few useful (or usable) sources of
information on this subject for the general project manager. The
most useful, certainly the most approachable, general guide to
modern CAD usage, though now somewhat out of date and AutoCAD
based, is The CAD Good Practice Guide, by The Ove Arup
Partnership, published by the Construction Industry Computing
Association, 1994. The British Standard BS 1192:Part 5 (1998)
also provides some guidance on the structuring and use of CAD
data.
We, C3 Systems, provided the checklist that follows to the
team working under the auspices of the Building Centre Trust on
improved collaboration on projects. This formed the basis of the
team's main deliverable the "Project Information Exchange (PIX)
Protocol."
The Checklist
- 1.0 Information Management Strategy
- Develop an explicit, written Information Management Strategy
for the project, don't just expect it to happen.
- Start early, if possible before conceptual design is
complete
- Persuade the principal consultants to commit to the
Strategy; ensure that all construction contracts and
sub-contracts support its implementation.
- Focus on technical/design information. Commercial
information - correspondence and such like - is relatively
unimportant and, since it is generally private, should be dealt
with by the individual firms concerned, rather than by the
project as a whole.
- 2.0 Design Management
- Publish for general use a definitive - cleaned up - set of
the survey information. Agree who will manage it and the rules
for how it is to be used and updated.
- Similarly, agree and publish the building grid system.
Ensure everyone is using exactly the same grid with the same
origin and orientation. Establish who is to 'own' / manage the
grid, generally either the Architect or Structural Engineer.
- Agree drawing sizes and scales and, if necessary, a standard
drawing tiling system. The designers may prefer to work with
small numbers of large drawings, but it's much better for
everyone else if you can work with drawing sizes/scales that
allow the general arrangements to be easily legible at A3 size.
- Agree with the designers that they will produce their
drawings on a trade package-specific basis, with a separate set
of coordination G.A.'s.
- If the consultants are going to review/coordinate each
other's drawings, establish which individual will be
responsible, element by element.
- Agree who in each practice is going to review
specialist/trade contractors' drawings, and who will be the lead
reviewer, package by package.
- Agree and publish the designers' drawing production
schedules, showing planned issue dates for documentation
packages at Preliminary, Issue for Design, Issue for Tender,
Issue for Contract, and Issue for Construction stages.
- 3.0 IT Standards Generally
- Network the project. The minimum provision should be
Internet e-mail and Internet based document and CAD file
exchange using one of the repository services, running on a
Broadband service.
- On larger projects a managed network with proper document
control and CAD file management services should be considered.
- On a large project or one of long duration, the project
cannot afford to have mixed standards or to change these during
the course of the project. Therefore corporate QA procedures and
IT standards must take second place to those agreed for the
project. Start out with the latest and best standards for the
project's purposes.
- The vast majority of people on a construction project will
need simply to view or print drawings and other technical
documents. A relatively small minority of people will be in a
position to re-use or edit other people's information. These are
quite different types of requirement, but you should aim to
satisfy both, so protocols and accompanying standards must be
agreed for managing information both in live, editable formats
and in read only, un-editable formats. These are dealt with in
the following two sections.
- 4.0 CAD File Management.
The CAD file management function aims to ensure that the
project's CAD files are reasonably well made, that they conform
to agreed, project-specific standards and that they can easily
and reliably be re-used or edited by other approved members of
the project team.
- The first and most important rule in CAD file interchange or
re-use is that anyone who uses another person's data - e.g.
reference files, etc. - in his work, becomes fully responsible
for the content of the resultant CAD file.
- Agree on a CAD file format to be used as the standard
project interchange format. At the moment the best - in the
sense that it's the most widely used - is the dwg format, which
is written and read by most AEC CAD applications. Note that
firms do not have to use the particular CAD application; the
requirement is simply that whatever application they do use is
capable of reading and writing dwg files accurately.
- If possible, base the project CAD standards on BS 1192 Part
5, 1998.
- Agree on the CAD model origin and scales; 1:1 in
millimetres, with the origin at 0,0,0 is best.
- Align the building orientation with the survey so that
setting out information can be extracted without transformation.
- Agree on a CAD file and layer naming convention, or at least
get everyone to publish their internal firm's standards and make
sure they stick to them.
- Issue project standard drawing title blocks and get people
to use them sensibly. In particular, use the Revision Notes
fields intelligently, to inform users of changes made to the
drawing.
- Encourage the team to use 'intelligent' library objects in
their CAD design work - attributed blocks or cells and the like
- rather than simple lines and arcs and so on.
- Set standard view-port centres and extents for drawings as
part of the standard drawing templates. And do not allow people
to change these at plot time.
- Whenever a new drawing or drawing revision is issued into
the project, the originator should upload a copy of the CAD
files which were used to generate it to the repository or to the
CAD management system on the project server. Existing CAD files
should be over written by new revisions.
- As with the interchange of live CAD files, agree on common
document formats and file standards if you intend to enable
people to re-use others' non-drawing documents from word
processors, spreadsheets and the like. The latest Microsoft
formats are probably best.
- 5.0 Design Production Management.
In the C3 Insight system
we define a construction deliverable as being the result of a
single construction process carried out on a single building
component. This is the fundamental level of analysis and
management. Similarly a design deliverable can be defined as
being a single revision phase of a single technical document,
where revisions phases are as shown in the table below:
| A01-A99 |
Preliminary |
| B01-B99 |
Issue for
Design |
| C01-C99 |
Issue for
Tender |
| D01-D99 |
Issue for
Contract |
| E01-E99 |
Issue for
Construction |
| F01-F99 |
As Built
/ Record Issue |
Manhour estimates and costs can be applied to individual
deliverables which can be grouped into processes and packages as
described above for construction deliverables. The design
deliverables can be managed in the C3
TDM system which integrates
fully with
Insight.
It's crucial when a deliverable is presented as Issued for
Tender, for example, that it is approved as being fit for this
purpose by the relevant project manager or package manager, not
simply issued by its originator.