Engineering Data Management

with SharePoint

07/16/2014Edwin Elmendorp – Cadac Group

Agenda

Cadac Group Introduction Part 1 – Engineering basics Part 2 – Engineering Content Creation Part 3 – Document Control – Transmittals Q&A

Cadac Group Worldwide

Founded in 1986 Privately owned 42M USD turnover +/- 250 Employees worldwide 14 offices (Europe, APAC, USA) Our home is “The Netherlands”

market shares AEC 22% MFG 42% Government 54%

Within the top 10 worldwide of Autodesk partners Over 26 years over Engineering experience

(autodesk) Over 10 years of SharePoint product development

experience for engineering One of the few platinum partners worldwide

Cadac Group Americas

Our focus is the owner operator supply chain Owner Operators EPC providers Equipment manufacturers

Our sweetspot is within the following industries Natural resources (Oil & Gas, Mining) Process industrie (chemicals) Often very structured document control processes

Our Technology stack is: Autodesk Vault Microsoft SharePoint

We help companies with Engineering information management with a specific focus on capital projects and Asset lifecycle

management for document driven processes.

PART 1Engineering basics

Engineering and the Asset lifecycle

Project Initiation

Manage Project thru’ lifecycle stage gates

Deliver Asset

Documentation

Commission Asset

Maintain Asset

Contractor XXX

Asset X Project Y Stage Z

Turnover

Asset X Vault

Asset X Minor

Projects

Asset X Maintenance

• Operators Operate & Maintain large physical Assets

• EPC providers Deliver engineering services for the Operator

• Equipment Manufacturers Provide larger pieces of equipment as part of an Engineering project

Complexity of Design information for AssetsCo

mpl

exity

of D

esig

n in

form

ation

Lifespan of the Asset

EPC1 – 3 years

OO10 – 100 years

Types of Engineering Content

Engineering Data Management

Create & Release

ProjectStakeholders

Generic Document Management

Create & Release

Document Control SystemShare, Review and Approve

ProjectStakeholders

ProjectStakeholders

Engineering Document Management, The basicsControlled versus uncontrolled content

Both have relevance for the execution of a project Processes for storage and security apply for both and are

usually set

Controlled content usually planned or based on a known business event Has a set and agreed upon structure Has a set and agreed upon communication protocol Has predefined business rules

Uncontrolled content Often created

“in the heat of the moment” No predefined business rules Many unknown formats

Engineering Document Management, The basicsControlled versus uncontrolled content

Controlled content Transmittal / submittal Deliverables, Drawings, Spec sheets, Manuals, PEP RFI’s Correspondence Requisition packages Point cloud data Models

Uncontrolled content Email Napkin designs Engineering alternatives User temporary working files Job pictures PST databases Excel spreadsheets

Engineering document management is not Records management Legal Hold, disposition policies, passive and active records, etc

Versions and Revision with SharePoint

Versions in SharePoint are triggered by A change to the object caused by

Metadata changes Workflow activities Changes to the file Check-out -> Check-in

A version in SharePoint is indicated by a numeric number only 1.0 1.1 2.0 Etc

A version in SharePoint only records the event of change, but has no consequence to the actual Revision of the engineering document.

As such SharePoint versioning can not be used to record Engineering Revisions, but can be useful to keep track of the ongoing changes.

Versions and Revision with SharePoint

Revisions are triggered by a business event Document is reject -> please revise Document is submitted “For Construction” apply correct revision Document is changed after formal release, update revision

The revision designation can be a number or alpha character or combination of both

The revision logic for a document can potentially change if the status of a document changes For internal review and audit: A, B, C, D, E For external “Issue for Purpose”: 0, 1, 2, 3, 4

How documents need to be revised can change from 1 project / facility to the next, depending on the customer demands and historical use.

Revisions can be superseded, as well as have multiple revisions of a document active.

Types of engineering content

Design Data Management

Large (3D) files Complex structures/relations

Design tools Discipline specific applications

/features Tight relation to application

o Inventor (Mechanical)o Civil 3D (Civil )o AutoCAD Electrical

Generic Document Management

Engineering documents: Correspondence, scans etc. Specifications, datasheets, etc

Scope: Storage and indexing of

documents for easy retrieval Little or no change

management Limited (manual) item security Limited audit trail

Document Control

Not used for high volumes of transient documents

The common factors that make these documents “important”:

o Long lasting o Release for use is well considered o Goes through approval process o Many revisions during their life Change management High degree of reliability for

security Revision control Visible , Available , Controlled

reliable audit trail

AutodeskVault

SharePoint“Work in Progress”

Engineering Document Control

PART 2Engineering Content

Creation

Complexity of the design world

Autodesk as a provider for design solutions ->

Other vendors for design tools or design data management.

Siemens team centerCatia DassaultSolid worksBentleyCad worxPTC Pro EngineerSolid EdgeAviva….Dozens of others

Integration basics

Cadac Organice Document Control

ConsolidateCommentsNr: M-2-01

Discipline: MechanicalWBS: 2.1Revision: ADue Date: 01.01

Autodesk Vault

Native CAD Model

Secondary Document

(PDF/DWF/DWG/…)

CADEditor

RedliningMark up(Brava)

Revise Return Comment

OTB Integration

Release Submit Collect Comments

Edit

Master Document

Register

D E M O

PART 3Document Control

Why does Document Control matter?

A D.O.T. Design Build Contract• 25319 document transactions• 12 months• 2100 documents / month

Oil & Gas project in Dubai• 79389 document transactions• 14 months• 5600 documents / month

Mining project in Chili• 35896 document transactions• 15 months• 2400 documents / month

Is this your Document Control?

ReviewApproveDocument(s)

EXCEL HELL

Create transmittals

Create new site Activate transmit feature Send transmittal

Please fill out a session survey for the HSPUG Business presentation

Scan the QR codeto the right or type bit.ly/hspugbus1407

If you submit a survey, you are eligible for an extra prize drawing!