Guest Post Archives – Bim Corner https://bimcorner.com/category/guest-post/ Everything you want to know about Building Information Modeling Tue, 14 May 2024 11:51:03 +0000 en-GB hourly 1 https://wordpress.org/?v=6.3.1 https://bimcorner.com/wp-content/uploads/2019/04/LogoMakr_51K8J9-150x150.png Guest Post Archives – Bim Corner https://bimcorner.com/category/guest-post/ 32 32 CDE in practice – what tools to use and when https://bimcorner.com/cde-in-practice-what-tools-to-use-and-when/ https://bimcorner.com/cde-in-practice-what-tools-to-use-and-when/#comments Tue, 14 May 2024 11:50:59 +0000 https://bimcorner.com/?p=40248 Construction projects typically involve a wide range of stakeholders who communicate throughout several phases of the project lifecycle. Unavoidably, this process generates a massive amount of data and therefore effective management of information is crucial for every construction company. A CDE aims to provide all relevant data in a single source of truth, facilitating seamless […]

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Construction projects typically involve a wide range of stakeholders who communicate throughout several phases of the project lifecycle. Unavoidably, this process generates a massive amount of data and therefore effective management of information is crucial for every construction company. A CDE aims to provide all relevant data in a single source of truth, facilitating seamless information sharing, and fostering continuous collaboration between all parties involved. This article will present the tools that can be used as a CDE in all phases of a built asset’s lifecycle.

This post was written by BIM Corner’s Guest Author, Klaudia Jaskula.

Table of contents

CDE definition

According to ISO 19650, entire information exchange in construction projects should be facilitated by a Common Data Environment (CDE) for sharing and coordinating information to enable a consistent information exchange for all organisations involved in a project. CDE is defined in the standard as “an agreed source of information for any given project or asset for collecting, managing, and disseminating each information container through a managed process” [1]. A CDE could mean both a “CDE solution” or a “CDE workflow” [2]. The “CDE solution” is a server-based or cloud-based repository that supports the CDE process by providing database administration, problem tracking, and similar features. A CDE Workflow organises the flow and management of information over an asset’s entire life cycle through the use of four Information Container States: work in progress (WIP), shared, published, or archived. You can read more about CDE workflow here and about CDE requirements and functions here.

CDE classification

Currently, there are multiple tools and solutions available on the market that can be used as a CDE, starting with simple cloud-based repositories such as Google Drive or Dropbox and ending with complex CDE solutions from software providers like Autodesk and Oracle. In my previous work [3], I conducted a series of interviews and surveys to find out what are the most popular solutions and what are their strengths and weaknesses. I also proposed a comprehensive framework to evaluate the development level of CDE platforms, as shown below.

Framework for CDE maturity assessment, by Klaudia Jaskula, published in [3]

 

In the framework, features related to document coordination, and communication, have been combined into a single axis related to document management. BIM integration is a distinct aspect of CDEs that is separate from document management functionalities and is therefore identified as the second axis. Security is essential in digital collaboration and has been included in the framework as the third axis of CDE development. The final axis pertains to the lifecycle functionalities that allow the use of CDE in various lifecycle phases of a built asset. The information lifecycle in construction projects can be separated into two stages: information delivery and information operation. The former covers data from the project’s initiation through its design and construction phases, resulting in the creation of PIMs (project information models). The latter encompasses data from the operation and maintenance (O&M) phase of the built asset, leading to the production of AIMs (asset information models) [1]. Ideally, a CDE solution should allow tracking of the information along the whole lifecycle of a built asset, however it is rarely a case in practice.

Design and construction CDE tools

In construction project management, the selection of appropriate digital platforms plays a pivotal role in streamlining operations and enhancing collaboration. Below, I will present a comparison of the most popular CDE solutions. Please note, that the list is not comprehensive and that the information about each solution was gathered through a series of interviews and surveys which were a part of my PhD research and show a status as of mid-2023.

BIM 360

Among the various tools available, BIM 360 from Autodesk stands out as a widely adopted solution. Offering direct synchronization with popular BIM software like Revit and Navisworks, BIM 360 facilitates real-time collaboration within shared BIM models. However, despite its advantages, some practitioners have reported limitations with BIM 360. For instance, while it excels in certain areas like RFI management, it lacks suitability codes, necessitating manual input and potentially leading to inefficiencies. Consequently, alternatives like Aconex or Viewpoint, have been used to complement these inefficiencies.

Aconex

Aconex developed by Oracle offers advanced version control, data immutability, and a unique data ownership model. Its classification of suitability status and revision control streamline information tracking, although concerns about interoperability have been raised.

Viewpoint4Projects

Viewpoint4Projects, a tool from Trimble, also commands a significant presence in the CDE landscape. Although perceived as basic and somewhat outdated, it excels in document management, particularly for revision and sign-offs, making it a preferred choice for document controllers, project managers, and design managers.

ProjectWise

ProjectWise from Bentley presents advanced document management functionalities integrated with Microsoft 365 products. While user reviews highlight its robust features, the learning curve and potential slow data transfer are its main drawbacks.

Other

Less-utilized platforms such as Deltek and Procore offer similar document management and BIM functionalities but may suffer from compatibility issues and instability, respectively.
Despite the availability of specialized CDE tools, many stakeholders lean towards simpler solutions aligned with existing workflows. Widely used cloud-based file repositories like Dropbox, Google Drive, and Microsoft SharePoint offer convenient data-sharing capabilities, albeit with compromises in security and interoperability.
In conclusion, while dedicated CDE platforms offer specialized functionalities tailored to construction project needs, the adoption of simpler solutions underscores the importance of integration with existing practices and ease of use for stakeholders across the industry.

Comparison of CDE platforms assessing their level of maturity, by Klaudia Jaskula, published in [3]

Handover and O&M tools

In transitioning from the design and construction phases to the operation and maintenance (O&M) phase of a built asset, the landscape of information management undergoes notable shifts. While systems like CDEs are instrumental in earlier phases, the tools utilized for O&M phase management, such as Computer-Aided Facility Management (CAFM) and Computerized Maintenance Management Systems (CMMS), offer distinct requirements and functionalities.

Unlike their counterparts in design and construction, CAFM and CMMS systems are tailored to address the specific needs of asset management in the O&M phase. Insights from industry practitioners underscore the multiplicity of information sources utilized concurrently in this phase. For example, tools such as Cylon and Concept Evolution can be used for Building Management System (BMS) and CAFM functionalities. Additionally, Autodesk’s BIM 360 Ops was mentioned, albeit with reservations regarding its efficacy compared to established CAFM tools.

Facilitating the seamless transition of information between design/construction and FM systems requires specialized tools. Platforms like Springboard, gliderBIM, and Autodesk BIM 360 Glue serve this purpose, offering capabilities for gathering and managing handover data.

Springboard, provided by eDocuments, streamlines data gathering for handover, offering automation features and compatibility with various data formats. However, its integration with CDEs like Aconex remains limited.

GliderBIM, a newcomer in the market, boasts comprehensive information management capabilities across the asset lifecycle. Its integration capabilities with CAFM, EDMS, and BMS systems via API offer promise, although practical user feedback remains scarce.

Autodesk’s BIM 360 Glue facilitates a direct link between design/construction and O&M phases, streamlining handover processes. Despite its efficiency, challenges persist, with some clients lacking proper CAFM systems, and resorting to manual data gathering for example via SharePoint repositories.

In essence, while CDEs serve as foundational tools in earlier phases, the transition to the O&M phase necessitates the adoption of specialized systems tailored to the unique requirements of asset management. As the industry continues to evolve, the integration and interoperability of these tools will be critical in ensuring seamless information exchange across the asset lifecycle.

Challenges of using CDEs in practice

While recent CDE platforms provide very advanced functionalities, they still fall short of serving as a single source of truth for the entire lifecycle of a built asset [4]. Stakeholders have reported that no single platform can encompass the full range of functionalities required across different lifecycle phases. Moreover, within each phase, stakeholders often utilize multiple tools simultaneously to cater to their diverse needs and preferences.

One of the primary challenges faced is the lack of interoperability between these tools, compounded by the fact that they are provided by different vendors. This fragmentation makes the transfer of data between tools cumbersome, particularly during critical phases like handover between construction CDEs and facility management platforms.

Examples of different CDE tools used across the lifecycle phases of a built asset, by Klaudia Jaskula

While some opt for basic cloud storage solutions like Dropbox or SharePoint, these fall short of being complete CDE solutions. Research has shown that they lack essential functionalities and security measures required for BIM-based collaboration [5]. However, their simplicity and cost-effectiveness make them popular among small and medium-sized enterprises (SMEs) managing less complex projects.

Even more sophisticated systems like BIM 360 or Aconex, while partially fulfilling Level 3 CDE criteria, do not consistently excel across all four areas. While they offer robust document management functionalities and integration with BIM models, they may not support BIM editing within the software itself. Similarly, collaborative BIM systems like Autodesk BIM 360 may not meet BIM security standards due to reliance on cloud service providers.

Achieving a full Level 3 CDE across all lifecycle phases remains elusive in the current market landscape. While many tools claim compliance with ISO 19650 standards, none function as a singular source of truth throughout the entire building lifecycle. Developing such a comprehensive tool is deemed impractical, prompting software vendors to focus on developing suites of tools tailored to specific lifecycle phases. However, this approach necessitates stakeholders to invest in multiple products from the same suite, posing challenges in practical implementation.

In essence, while advancements have been made in CDE development, the fragmented nature of the industry and diverse stakeholder requirements continue to pose challenges in achieving seamless information management across the building lifecycle. These challenges were recognised by emerging software providers such as BIMlauncher and Newforma which provide data integration between multiple CDE solutions.

Conclusions

In conclusion, effective information management is paramount for the success of construction projects, given their complexity and the volume of data generated over their lifetime. Common Data Environment (CDE) solutions serve as the foundation for this management in BIM-based project delivery. This article analyses the tools currently used as CDEs and their practical implementation, shedding light on their shortcomings and advantages.

CDE maturity can be classified into three levels, considering aspects like document management, BIM integration, security, and lifecycle functionality. While basic cloud repositories like Dropbox are categorized as Level 1 CDEs, more advanced tools such as Viewpoint, Asite, Procore, Deltek, or ProjectWise fall into Level 2, offering enhanced BIM integration alongside document management functionalities. Meanwhile, platforms like BIM 360 from Autodesk or BIMcollab provide Level 3 BIM integration, particularly favored for real-time BIM collaboration in multi-disciplinary settings. However, they may not excel in document management functionalities, like for example Aconex or Viewpoint do. This leads to the use of multiple tools in construction projects to meet diverse user requirements.

This post was written by BIM Corner’s Guest Author, Klaudia Jaskula.

Bibliography

1. BSI (2021) Organisation and digitization of information about buildings and civil engineering works, including building information modeling (BIM). Information management using building information modeling. Part 1: Concepts and principles. British Standards Institution

2. BIM Dictionary (2020) Common Data Environment (CDE). https://bimdictionary.com/en/common-data-environment/2. Accessed 12 Dec 2022

3. Jaskula K, Papadonikolaki E, Rovas D (2023) Comparison of current common data environment tools in the construction industry. Proc Eur Conf Comput Constr. https://doi.org/10.35490/EC3.2023.315 

4. Jaskula K, Kifokeris D, Papadonikolaki E, Rovas D (2024) Common data environments in construction: state-of-the-art and challenges for practical implementation. CI. https://doi.org/10.1108/CI-04-2023-0088

5. Das M, Tao X, Cheng JCP (2021) BIM security: A critical review and recommendations using encryption strategy and blockchain. Autom Constr. https://doi.org/10.1016/j.autcon.2021.103682

Klaudia Jaskula
Klaudia JaskulaAuthor of the article
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Klaudia Jaskula is a PhD candidate at the Bartlett School of Sustainable Construction at UCL and an Early Stage Researcher in the H2020 Innovative Training Networks (ITN) project “Cloud-based Building Information Modelling (CBIM)”. Her PhD research is about blockchain-enabled CBIM for lifecycle data provenance. Her study investigates how blockchain could enhance information management workflows based on Common Data Environments during the whole lifecycle of a built asset. Previously Klaudia completed a Bachelor of Science in Architecture at Warsaw University of Technology and a Master in Architecture at the Technical University of Munich (TUM). Her Master's Thesis at TUM focused on BIM implementation in the early design stages.

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First steps to deliver BIM-based construction cost estimation – BIM 5D https://bimcorner.com/first-steps-to-deliver-bim-based-construction-cost-estimation/ https://bimcorner.com/first-steps-to-deliver-bim-based-construction-cost-estimation/#respond Wed, 17 Apr 2024 05:46:00 +0000 https://bimcorner.com/?p=39937 There are still many doubts and myths regarding the topic of BIM-based construction cost estimation – BIM 5D. In this context, this article aims to clarify important points for the contracting and execution of BIM assets. It also includes 5 methods for developing BIM-based construction cost estimation – BIM 5D. This post was written by […]

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There are still many doubts and myths regarding the topic of BIM-based construction cost estimation – BIM 5D. In this context, this article aims to clarify important points for the contracting and execution of BIM assets. It also includes 5 methods for developing BIM-based construction cost estimation – BIM 5D.

This post was written by BIM Corner’s Guest Author, Guilherme Guignone

Table of Contents

Defining BIM-based construction cost estimation - BIM 5D

The universe of use of the BIM methodology encompasses many references, both national and international. Something that must be standardized is the definition of nomenclatures of topics related to the use of the BIM methodology, aiming to increase assertiveness in discussions.

Some references I recommend are:
a) the BIM Dictionary, which can be accessed at: https://bimdictionary.com/

and

b) The U.S. General Services Administration dictionary, which can be accessed at: https://www.gsa.gov/real-estate/design-construction/3d4d-building-information-modeling/bim-guides/bim-guide- terminology/glossary-a-e

How does the BIM Dictionary approach the topic of BIM-based construction cost estimation – BIM 5D?

According to the Dictionary, we have:

“The fifth modelling dimension (5D) refers to 4D + cost. That is, a model (or modelling workflow) is considered to be 5D when cost is linked/embedded within BIModels and Model Components. 5D is used for the purposes of generating Cost Estimates and practicing Target Value Design”

It is interesting to highlight some points in this definition.

Initially, it is defined that BIM or BIM 5D must be added to the use of BIM 4D (planning and control of constructions). However, then in the same statement it is mentioned that it refers to a modeling workflow that the cost is linked/embedded in BIM Models and model components. Therefore, according to the definition, the use of 5D BIM should not necessarily be related to the use of 4D BIM, but rather that there should be a forecast of costs in the BIM workflow.

However, this issue is still not clear with this definition alone.

What does the U.S. General Services Administration say?

There is no definition of BIM 5D provided in the GSA documents.

What does Penn State University say?

It includes 2 important pieces of information on the subject.

The first information is that it considers BIM uses and BIM dimensions in the same way. In practice, there is no difference. According to Figure 1, for example, the planning and control of the execution of the construction is mentioned as 4D and the BIM 5D is mentioned only as cost estimates. Therefore, the terminology dimension and uses, in practice, are considered to be the same thing.

BIM Uses according to Penn State University, access: BIM Uses | BIM Planning (psu.edu) https://bim.psu.edu/uses/
BIM Uses according to Penn State University, access: BIM Uses | BIM Planning (psu.edu) https://bim.psu.edu/uses/

The second issue is the definition of BIM-based cost estimating, according to Penn State University:

“A process in which BIM can be used to assist in the generation of accurate quantity take-offs and cost estimates throughout the lifecycle of a project. This process allows the project team to see the cost effects of their changes, during all phases of the project, which can help curb excessive budget overruns due to project modifications.”

Once again, we have confirmation that BIM 5D corresponds to the use of cost information in the development of models, which can be used throughout the project life cycle to assist in decision making.

In this context, it is important to design process solutions and tools to adopt BIM 5D in the development of projects integrated into the model quality assurance strategy. This strategy is the responsibility of the BIM Coordinator in the projects, developing the BIM Execution Plans and monitoring their execution, and those who will prepare the project contracting notices.

It is necessary to include these determinations in the public notices for contracting engineering projects and/or in the Pre-Contract BIM Execution Plans so that the BIM use is covered correctly and the need to deliver this use to the Contractor and Contractor is clear.

Another fundamental observation is that, often, for example in Brazil, according to Decree 10,306 (2020), it is necessary to deliver two BIM uses together: BIM 4D and BIM 5D.

Therefore, even in accordance with the understanding that a project that needs to deliver BIM 5D should not be obliged to deliver, if not provided for in the Contract, planning and control of the execution of the construction based on BIM – BIM 4D, the Brazilian Decree requests that both BIM uses must be delivered.

It is important, in this context, to design tool and process strategies to integrate 4D and 5D BIM uses, whether integrated or used alone.

In short, if the notice only requests the delivery of 5D BIM it is not necessary to deliver the use of 4D BIM. If the delivery of both uses is contemplated in the public notice for contracting engineering projects, solutions must be incorporated to deliver both BIM uses.

The prominent question we have is how to execute these uses?

What are the possibilities today?

In this article, I highlighted 5 options for executing BIM-based construction cost estimation – BIM 5D.

I also highlight the characteristics, advantages and disadvantages of each one.

Budgeting adopting the CAD methodology

Initially, an example of budgeting using the CAD-based methodology will be presented. As an example, we can prepare projects in AutoCAD software, obtain the quantities by surveying vector elements in the software’s work plan, using lisp routines, and, after that, manually insert the quantities into xls spreadsheets. 

In this process, the elements identified on the screen are not BIM objects, they are just points, lines, polygons and others. We also do not have the benefits related to the development of BIM projects based on processes, tools and people. 

We have a laborious manual extraction with great potential for errors and, furthermore, we do not have cost information linked to the model components as premises for making design decisions.

Budgeting Process CAD Methodology
Budgeting Process CAD Methodology

Below are 5 ways to budget based on BIM. They all have in common that they contemplate ways to incorporate costs in the development process of BIM models, providing cost information to also be used for project decision-making, from its initial stages. 

Also in common are strategies for developing 4D BIM linked to costs.

BIM-Based Budgeting Methods – BIM 5D

BIM Budgeting – Option 1: Budgeting based on extracting IFC quantities

The first of the methods is based on extracting the IFC model from proprietary software and importing the IFC model into the Navisworks software (Audodesk). In Navisworks, it is possible to estimate quantities and also organize the quantities in the best way according to what is contemplated in the Contract. 

It is also possible to include resources for the budget and create rules containing calculations for budgeting, for example: adopting a quantity of kg per cubic meter of material or adding a number of equipment and/or employees to perform a certain task. The extraction of quantities can be carried out in xls format.

However, until this workflow stage, we would only be attending to the quantity extraction process. For budgeting, we can enter the quantities into the server of an online budgeting system (in Brazil we have Orçafascio; https://orcafascio.com/) and multiply them with the cost values, from official databases. 

After this, it is possible to plan and execute the work based on BIM (BIM 4D) and insert cost values into the construction execution stages. This makes it possible to consider costs at each stage of work progress and obtain the impacts of possible design changes. We can carry out this process at any time during project execution. 

The premise for executing this workflow is that we initially have an IFC modeled accordingly, in aspects of graphical detail and non-graphical information. 

The Navisworks file can be saved in the nwf extension and every time we update the authorial model, we can extract the IFC and import the updated IFC into Navisworks saved in nwf and ask it to synchronize. The quantity will be generated with the same rules. In the end, we can integrate the results of extracting the Navisworks quantities in xls with a model in Power BI to better visualize the Project information. 

An advantage of this process is the number of tools involved for 4D and 5D BIM uses, just two. Modeling tools and the use of Navisworks. Below is an outline of the methodology.

BIM-Based Budgeting Process Option 1
BIM-Based Budgeting Process Option 1

At the following address you can find the process of structuring quantities in Navisworks and budgeting with Orçafascio according to option 1 of budgeting based on BIM

The following link shows the use of Power BI as an important tool for visualizing and interpreting information.

In the following link incorporation of costs in BIM 4D

BIM Budgeting – Option 2: Budgeting based on extracting quantities from the authorial model

Option 2 is that we do not use Navisworks to organize quantity information. In these cases, we can organize the information within the proprietary software itself. In this example, we use add-ons such as Dynamo or DiRoots that work in the Revit software (Autodesk), for example, being able to organize and select quantities to be exported and obtain very good results. 

The export of quantities included natively by Revit tends to present errors, which are often difficult to resolve. You need to export in txt format and then convert to xls format to view the data in a spreadsheet. 

Many times, the process alone does not guarantee quality, as in the video I share below. The use of Dynamo is also interesting, because like Navisworks, we can incorporate rules and calculations to express, in certain items, specific quantities, in addition to enabling the selection of items assertively. 

The downside of Dynamo is the learning curve required to create visual programming to operationalize processes. Another criticism of Dynamo is that the script that will be developed to extract quantities will only be used for that model, requiring the script to be adjusted for other projects with different objects. 

After extraction and budgeting in Orçafascio, costs can be incorporated into BIM 4D according to the previous process. In this case, Navisworks is also used to use BIM 4D and BIM 4D with costs (BIM 5D). The disadvantage is that this solution does not suit use in disciplines designed with different software from different manufacturers, such as extraction from IFC as the previous method contemplates.

BIM-Based Budgeting Process Option 2
BIM-Based Budgeting Process Option 2

Below is a video about the process of extracting quantities in Revit:

5D BIM Budgeting – Option 3: Dynamic Budgeting

The third option I call dynamic budgeting.

The name was given because all design changes to be made to the authorial model are quickly updated along with the costs. It is not necessary to carry out any extraction of quantities for this. The compositions and inputs are made directly in the proprietary software and linking the information to the model objects. 

Everything is done together. There is an integrated budget database and it is possible to do everything in the same place. The budget (quantity and unit costs) is synchronized to the Orçafascio server and we have the budget on the server and can be adjusted and extract quantity and budget information with all its compositions easily. 

The disadvantage is that the functionality suggested in this article, called OrçaBIM; https://orcafascio.com/orcabim/, it is only possible for Revit. As disadvantages we also have that, at times due to fluctuations in the local network infrastructure or the company server, the insertion of new steps and inputs can be time-consuming and require waiting times for loading.

Below, we have a summary of the functionality, known as OrçaBIM, and a video demonstrating the process step by step.

BIM 5D -Based Budgeting Process Option 3
BIM-Based Budgeting Process Option 3

Access to the video on dynamic budgeting (OrçaBIM)

BIM Budgeting – Option 4: Budgeting based on the import of IFC and external 4D BIM

Option 4 I named as budgeting based on the import of IFC and external BIM 4D. In this modality, it is necessary to export the IFC from the authorial model and this IFC is imported into software that will read the information from the IFC model and the budget will be created in the same software. 

In these types of software, it is necessary to select the appropriate information to use the appropriate object data, for example: identification by category or by materials and identification of the type of category or type of material. After this filtering, we will have the necessary information and will be able to assign cost compositions to these items. 

There are cost databases linked to these software for budgeting. In the end, the values can be extracted in XLS formats or the IFC can be extracted with the costs incorporated. This new IFC can be loaded into software such as Navisworks to carry out BIM 4D with cost values, in these cases having costs linked to the execution of the construction. 

As an example, use ACCA’s Primus IFC software;

https://www.accasoftware.com/ptb/software-5d-bim

BIM-Based Budgeting Process Option 4
BIM-Based Budgeting Process Option 4
5D BIM-Based Budgeting Process Option 4 – choosing the cost database
BIM-Based Budgeting Process Option 4 – choosing the cost database
BIM-Based Budgeting Process Option 4 – choosing the cost database
BIM-Based Budgeting Process Option 4 – choosing the cost database
BIM-Based Budgeting Process Option 4 – information mapping
BIM-Based Budgeting Process Option 4 – information mapping
BIM 5D -Based Budgeting Process Option 4 – information mapping
BIM-Based Budgeting Process Option 4 – information mapping

BIM Budgeting – Option 5: Budgeting based on the import of IFC and internal BIM 4D

The next option has the same previous process, however it is possible to carry out BIM 4D in the same budgeting software. Therefore, it is possible to reduce the effort of extracting quantities, preparing the budget and using BIM 4D in addition to the costs in the same software, centralizing the entire process.

 As disadvantages, many organizations already work with the 4D BIM preparation process in other software such as Navisworks and SYNCHRO (Bentley Sistems) and are already mature in these software. These organizations will possibly continue to maintain this work process by not adopting the 4D BIM option in a unified software. 

A good part of this work process is the use of Alto Qi Visus (AltoQi) software;

https://www.altoqi.com.br/visus

BIM-Based Budgeting Process Option 5
BIM-Based Budgeting Process Option 5
Processo de Orçamentação Baseada em BIM Opção 5
BIM-Based Budgeting Process Option 5

Below is a comparison between the 5 methods. It is possible to verify that each option has advantages and disadvantages. It is necessary to consider the investment potential of the office, its existing technology park, the learning curve of each software, among others. 

This analysis must be contained in the organization’s Implementation and Implementation process. It is important to mention that there is no best tool solution, but only those that will provide the best results considering the peculiarities of your organization.

Comparison between methods
Comparison between methods

BIM 5D - Conclusion

It is concluded that it is necessary to first evaluate how the contract for a given project will be covered. If compliance with BIM 4D and BIM 5D is mentioned, in this case, it is necessary to evaluate the investment potential in relation to options between methods, the learning curve and solutions related to the field of existing processes, tools and people.

If only budgeting in BIM (BIM 5D) is requested, BIM budgeting solutions can be adopted without adopting BIM 4D, such as the dynamic budgeting solution without BIM 4D, solution 3. It is important to highlight that any of the solutions must be aligned with the quality assurance strategy for BIM models designed in the BIM Execution Plan – PEB and which must be properly executed. 

The incorporation of cost information into models must be made available throughout the project development process, even if in the form of an estimate. A good tip is to agree partial project deliveries with the Contractor and provide in the notices so that budgets are presented in these partial deliveries and can guide project decision-making. 

The discussions involving budgeting based on BIM must be deepened so that we can carry out tenders for contracting engineering projects and execute projects using BIM 5D that make it possible to add value to constructions, generating more economical constructions with high performance in terms of functional and constructive aspects.

Vocabulary:

  • Proprietary software: Licensed with exclusive rights to the producer. Depending on where the software is distributed, it may be covered by patents, copyrights, as well as limitations on its export and use in third countries. Its use, redistribution or modification is prohibited or limited, requiring you to request permission to do so or restricting it in such a way that it is not possible to do so freely. The expression was created in opposition to the concept of free software.
  • BCF (BIM Collaboration Format): A scheme used to exchange information and model views between individuals, regardless of the software tools used. It is typically used to highlight issues discovered during model reviews. The schema allows the exchange of comments and images linked to specific model components
  • IFC (Industry Foundation Classes): Neutral specification and non-proprietary BIM file format developed by BuildingSMART. Major software tools support importing and exporting IFC files
  • CDE: Common Data Environment: An “agreed source of information” for any specific project or asset, to collect, manage and disseminate each “package” of information through a managed process (ISO 19650-1 ( 3.3.15)).The ‘CDE solution’ is a server or cloud-based technology with database management, transmission, issue tracking and related features that support the CDE workflow
Guilherme Guignone
Guilherme GuignoneAuthor of the article
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I work as a BIM Coordinator at INFRAERO, the Brazilian Airport Infrastructure Company. INFRAERO is a Brazilian federal public company that already operates and manages 66 airports in Brazil, accounting for 97% of passenger movement in the country. In 2023, the company will celebrate its 50th anniversary. In 2022, INFRAERO received the BIM CREA SC 2022 award for the best BIM Project, for which I served as the BIM Coordinator. In addition to my role as a BIM Coordinator, I am also an Architect and Security Engineer. I hold a Master's degree in Civil Engineering and I am currently a PhD candidate. I am a BIM Specialist in Infrastructure, certified by the University of Barcelona. I am also certified by the International Civil Aviation Organization and the Airports Council International in the Airport Safety Professional Program. Alongside my professional work, I am a professor of postgraduate courses that focus on the use of BIM and Airport Engineering. Furthermore, I am a researcher and a member of The Scientific Research Honor Society.

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Model validation as a key step in the BIM workflow https://bimcorner.com/model-validation-as-a-key-step-in-the-bim-workflow/ https://bimcorner.com/model-validation-as-a-key-step-in-the-bim-workflow/#respond Wed, 28 Feb 2024 06:43:44 +0000 https://bimcorner.com/?p=39425 The adoption of BIM methodology is getting inevitable both as a legislative matter and for a series of advantages related to the workflow. From a legislative point of view, the BIM obligation has been stable for years in many European countries, while in others it is becoming established now.On the other hand, from a technical […]

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The adoption of BIM methodology is getting inevitable both as a legislative matter and for a series of advantages related to the workflow.
From a legislative point of view, the BIM obligation has been stable for years in many European countries, while in others it is becoming established now.
On the other hand, from a technical point of view, the choice of BIM methodology has been (and is helping) in the coordination of all the stakeholders making up the multidisciplinary design team, in the sharing of files and in the quality control of the BIM models.

The use BIM methodology is also beneficial in the Operation & Maintenance phase of the Asset: a forward-looking Client will ensure that it gets from the models all that useful information to set up the facility management measures of the asset once the building is in use.
That is also why the value of a building depends on the quality of the building information.
In this article, we will see how to do automated model checking efficiently with BIM methodology.

This post was written by BIM Corner’s Guest Author, Paola Bronzo.

Table of contents

1. The validation of IFC models

1.1 BIM model checks

One of the most important steps in the BIM process is Model Validation. This activity includes all essential checks for improving the quality, safety, and efficiency of the construction project:

  • Clash detection: verifying the absence of hard and soft geometric interferences
  • Project information compliance: checking that the model complies with client and project-specific guidelines and requirements
  • Code compliance: verifying that the design adheres to relevant building codes and standards, including accessibility, fire safety, and environmental regulations.

The latter check, better known as Code Checking, can only be achieved through the work of:

  • Adoption of model-checking software
  • Knowledge of the reference standard or code for the project
  • Identification of parameterizable checks
  • 3D modeling according to well-defined guidelines

Among the software that assists in achievement of automated BIM model checking there is Solibri Office. Solibri proposes a set of control rules that, if set up in advance, make it possible to verify that the model conforms to specific codes.

We are aware that the entire design process is governed by a complex body of regulations, i.e. accessibility analysis, fire prevention code, architectural barriers, building code, etc…. In order to be applied to a BIM model, these regulations must be translated into parametric data using appropriate tools, such as Solibri Office.

If you would like to learn more on various type of model check read this article.

Let’s see an example!

1.2 Example of Code Checking

Take the example of the CONI (Italian National Olympic Committee) Standards for Sports Facilities: the pdf document was analyzed with the goal of identifying chapters that contained measurable and assessable verifications.

That is why in this operation of “transposing the requirement from basic to computational” the paragraphs of Terms and Definitions are almost always left out.

After identifying the verifications of greatest importance for the sports facility, a feasibility study of them was done to evaluate their direct application in Solibri (through parametric rules already present in the Solibri library) or the use of the software API for the creation of tailored rules.

The final product is called ruleset (see image below) and represents the aggregation of all Solibri rules useful for the controls required by the CONI regulations.

Figure 1 – Example of ruleset on CONI (Italian National Olympic Committee) regulations for Sports Facilities

 

The ruleset has a “tree” structure that reflects the “chapter” division of the referenced regulations so that any user or validator can navigate the checks that need to be completed on the BIM model.

Let’s consider Chapter 3 of CONI on Minimum Equipment for a Sports Building: the building must necessarily contain some rooms in order to be suitable for the sports activities it will host: i.e. locker rooms, first aid room, storage for sports equipment, etc…. speaking in BIM language, this verification involves the application of 3 rules:

  • one on the presence of the IfcSpaces
  • one on the proper use of their Name
  • one on checking that the minimum (or maximum) area for each room is respected
Figure 2 – This rule checks that area of locker rooms is inside set limits

 

Another example of Code Checking that can be implemented with the rules present in Solibri, is the one referring to parking zone, which falls under Chapter 6.3 of CONI on Parking Areas.

Parking areas reserved for the disabled must be provided in the following ratio: for each fifty parking lots in the public area and private area for athletes, there has to be at least one accessible parking lot.

Figure 3 - This rule checks relative amounts of components in a specific location. In this case, check that for each fifty parking lots in a public area, there has to be at least one accessible parking lot.

 

Among the various prescriptions found in the CONI regulations there are als those referring to the minimum height (Chapter 7.6 – Free Heights). For the selected building, since it is an indoor space with an area of more than 250 square meters, the rule checks that the minimum height was 7 meters, defined as the minimum distance between floor covering (or bottom level of space) and roof (or bottom level of beam). The result of the Checking was positive (as can be seen from the image below): the text “ok” next to the name of the rule indicates that it passed the check for that specific request.

Figure 4 - This rule checks components distance between each other.

 

Finally, accessibility analysis is also considered an example of Code Compliance: in fact it’s important ensuring that the design complies with accessibility standards, like adequate space for wheelchair movement and proper placement of handrails.

Figure 5 - This rule checks that the WC spaces have enough free floor space.

 

Very important note! In order for all of the above checks to be applied, a parametric model must be developed complete with the alphanumeric attributes necessary to evaluate its compliance with standards and regulations. Verification of the Level of Information Need of objects, based on a specific BIM uses, precedes any Code Checking activity.

2. A new standard in addition to IFC

Is there something that defines the way and type of information to be exchanged in an openBIM process? I am not referring to BEP but to a format that is directly read by the computer and therefore that  significantly simplifies and facilitates the information validation process. Let’s find out together!

We are used to finding project requirements in numerous Excel sheets that contain all the properties, categorized into Property Sets, of all the IFC objects involved in the BIM model. This is a common way of structuring data but it is not a standard for BIM workflow. The IDS is the standard way to specify project requirements. Below I explain what it is.

2.1. What is the IDS format?

The Information Delivery Specification (IDS) is a standard candidate developed by buildingSMART for defining information requirements in a way that can be easily read by humans and interpreted by computers. This is the standard to use to define your Level of Information Needs and to facilitate interoperability between different software and systems used in the construction industry by defining common data formats and protocols. The IDS is the solution for predictable and reliable data exchange workflows and it brings IFC validation to all the software tools that make automated analyses.

Figure 6 - Diagram of validation mechanism

For further information on IDS, have a look at this page buildingSMART-IDS.

2.2. How to create an IDS file

IDS is a machine-readable XML format that allows users to check the accuracy of their BIM models and ensure compliance with project information requirements.

Figure 7 - Example of IDS XML file exported from Plannerly

There are several tools to date that allow you to create an IDS, some are very intuitive others less so, but in any case they manage to export the requirements to the open IDS format so that it can be used by validation tools that support it. Here a list of those IDS creator tools I know:

  • Plannerly
  • Cobuilder Link
  • BIM.works
  • usBIM.IDSeditor
  • IDS Editor
  • IDS Converter by Carlos Dias
  • BIMQ
Figure 8 - Exporting the ISD XML BIM Specification, https://plannerly.com/ids-xml-how-to/

 

Use this page to get to know which software tools support what openBIM standards and services buildingSMART-software.

3. Verifying BIM models with IDS in Solibri

Now you know what are rule checks and what IDS is. Let’s put together this knowledge and have a look how can we use it in practice.

As well as there are several tools for IDS creation there are others that are capable of comparing the specifications of an IDS file with the information contained in one or more IFCs. Solibri Office, from the version 9.13.6, allows the verification of BIM models using IDS.

3.1. How the IDS Validation rule works

With this new rule (Rule ID: SOL/244/1.0), you can ensure that the model includes all information according to the requirements of the IDS file you’ve specified.

Figure 9 - Solibri workflow

The BIM Coordinator (or any other user who holds the role of BIM Validator) will no longer have to prepare an Excel template to be loaded into Solibri Rule but he/she will simply have to load the project IDS file, or drag&drop it into the rule view, to get a preview of the parameters and IFC classes that will be submitted for checking. Once the IDS file has been loaded, the check can be run and the results analyzed.

For example, in the IDS document the following requirements can be expressed:

  • all IFCDoor entities
  • must have the “Fire Rating” property
  • within the “ArchiCADProperties” PropertySet
  • the allowed values for the property are EI30, EI60, EI90, EI120.
Figure 10 - Selection of IDS file in Solibri rule

3.2. Analysing rule outcomes

The rule creates an issue for each checked component which doesn’t meet the specifications in the IDS file.

Federated model entities could be critical for several reasons:

  • absence of the PropertySet (property container)
  • correct Pset but absence of required property
  • Pset and property present and correct but property value not allowed.

In the example below, you can see that the IfcDoor have the required property (Fire Rating) and the required PropertySet (ArchiCADProperties), but the value of the property is null. In fact in the results appears the category “Invalid Value” in which are grouped all the doors whose value no matching to none of those listed in the IDS file.

It is for this reason that issues were created to be then exported and sent to the specialist who will do the change.

Figure 11 - Invalid data value for Doors against IDS requirements

This small example points out that it is important for automated workflows and scripts to receive information in a way it can be automatically processed: it is the main objective of IDS.

To sum up, one of the huge advantages of the use of the IDS format is simplify and facilitate the information validation process, removes human errors, reduces validation times and makes the exchange of information between the parties transparent and safe.

4. Forward-looking future

In the face of the increasing amount and complexity of information produced in BIM models, there is an increasing need for principals and asset owners to use a structured, repetable and automated validation process to ensure the quality of the model and the extraction of data they can rely on over time.

The automatic compliance verification of the Level of Information Need is also a turning point for Public Administration regarding the BIM-based building permit processes: the introduction of new technologies will enable the analysis of BIM models, read the OpenBIM formats and be able carry out automated building code checks.

Sitography

  • Article: “La validazione BIM per le infrastrutture sportive” URL: https://www.ingenio-web.it/articoli/la-validazione-bim-per-le-infrastrutture-sportive/
  • Plannerly Site – URL: https://plannerly.com/ids-xml-how-to/
  • Help Solibri – URL: https://help.solibri.com/hc/en-us/articles/19053798036375-244-IDS-Validation
  • Solibri Article – URL: https://www.solibri.com/news/unveiling-the-power-of-bim-clash-detection-for-optimal-project-outcomes
  • Solibri Site – URL: https://www.solibri.com/intelligent-model-checking
  • buildingSMART – URL: https://technical.buildingsmart.org/projects/information-delivery-specification-ids/
  • buildingSMART – URL: https://www.buildingsmart.org/what-is-information-delivery-specification-ids/
  • Buildings Transformation – URL: https://www.buildingtransformations.org/submissions/automated-checking-of-code-compliance-in-solibri
Paola Bronzo
Paola BronzoAuthor of the article
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Paola works as Technical Specialist and BIM Coordinator at Harpaceas in Milan-Italy. She studied at the Faculty of Architecture at “La Sapienza” in Rome, and she spent one year in Paris with the Erasmus program. After graduation she began working in architectural design firms, then she gets a 2nd level specializing Master BIM (methods, models and applications) at Politecnico di Milano. This course led her to become passionate about the methodology and technologies related to Building Information Modeling. When she starts working for Harpaceas, she continues to cultivate her passion for BIM methodology and digitalization of business processes. Since 2017 she is a specialist of Model Checking of BIM models for review, quality assurance, analysis and code compliance. She is also certified as Solibri Trainer by Solibri, Inc. and she has participated in the BBC course. Paola likes to work in groups and share knowledges. She believes this is the basis of constructive and collaborative work.

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BIM for everyone https://bimcorner.com/bim-for-everyone/ https://bimcorner.com/bim-for-everyone/#respond Mon, 22 Jan 2024 11:47:51 +0000 https://bimcorner.com/?p=38958 In this article, we will focus on a simpler explanation of BIM. I discuss how to simplify BIM to make it a popular tool used by private investors, small architectural firms, or large corporations. I emphasize the weaknesses in understanding BIM and cite the example of the Virtual Construction Site as another way of interpreting […]

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In this article, we will focus on a simpler explanation of BIM. I discuss how to simplify BIM to make it a popular tool used by private investors, small architectural firms, or large corporations. I emphasize the weaknesses in understanding BIM and cite the example of the Virtual Construction Site as another way of interpreting BIM.

This post was written by BIM Corner’s Guest Author, Magdalena Niemiec.

Table of contents

How is BIM perceived by society?

Have you ever wondered how to explain to a family member what BIM is? How can our loved ones understand what we are dealing with? Or maybe the topic of BIM is so extensive that it’s hard to grasp it with imagination? Although professionals know this methodology perfectly, it’s worth looking at how BIM is perceived by external people.

“What do you think BIM means?” – In a survey conducted among friends and acquaintances from the construction industry, answers ranged from spinning a 3D model, to Revit (among architects), checking collisions, and even “digital twins”. A small portion of the respondents indicated automation and data. The results showed that although the concepts revolve around the main goal of BIM, they are not always precisely defined. The answers prompted me to reflect on how society perceives BIM and why it is so hard to visualize the concept of BIM.

From an architect’s point of view, I often try to reach the client visually. Through sketches, visualizations, or animations, I wonder how to explain a thought or an abstract concept in the simplest way possible. I strive to create something tangible, real, or something that has form, volume in people’s minds.

In the article “Everything You Should Know About Basics of BIM Technology” by Konrad Fugas – BIM Corner Expert, you will find out what BIM is in precise terms. Among other things, BIM consists of many elements and has three expansions: Building Information Modeling, Building Information Model, or Building Information Management. The triple meaning, additionally linked with the abstract concept of “information”, discourages the recipient right from the start. The lack of specifics and quick association with the final goal means that we are not interested in the topic, and consequently, we do not delve into it.

Benefits of simplifying BIM

Building Information Modeling (BIM) is an advanced method of designing and managing information in construction, offering numerous benefits. However, its complexity often poses a challenge to those outside the industry. Simplifying and widely applying BIM brings significant benefits:

  1. Enhanced Project Understanding: Simplified BIM helps investors, building owners, and end-users better understand building plans and visualizations. This aids in precise construction monitoring and streamlines communication and decision-making between the investor, architect, and construction manager.
  2. Facilitated Collaboration: The simplified form of BIM fosters better collaboration among all parties involved in the construction process, including architects, engineers, contractors, and clients. This increases understanding and transparency of the process, leading to time savings, minimization of errors, and associated costs.
  3. Improved Decision-Making Process: Thanks to simplified BIM, clients and users can participate more actively in the decision-making process, leading to more thoughtful decisions and greater satisfaction with the final product.
  4. Accessibility for Small Firms and Projects: Simplifying BIM makes this technology more accessible to smaller firms and projects that do not have the resources to handle more complex BIM systems.
  5. Education and Engagement: Simplifying BIM contributes to educating the public about modern technologies in construction, increasing awareness about sustainable building and energy efficiency.
  6. Improved Safety and Efficiency: Simplified BIM supports better planning and management of construction, leading to increased safety and efficiency on the construction site.

This all leads to time savings, minimization of construction costs, fuller pockets for investors, and their satisfaction!

Real-Life Example:
Often, the substantial benefits of BIM are overlooked.
An Investor built a guesthouse with 12 rooms. On the plans, everything fit without any problem. However, only during construction, after pouring the foundations, it was discovered that there was a measurement error and, in reality, there wasn’t enough space for 2 rooms on each floor. As a result, instead of 6 double rooms, only 3 were built, leading to significant losses in annual profits. The question is: How much would you give to avoid a simple human error that greatly impacts the market value of the property?

Another example is a situation where the plan shows that a sofa and dining table fit comfortably, but after moving in, it becomes apparent that such an arrangement is not feasible. How important is the space you are planning to finance for 20 years and live in?

The final question: How much health, additional stress, and money have construction defects cost you, such as incorrect dimensioning or delays due to industry collisions?

Let’s also remember that construction projects can take years, and simplifying the definition of BIM is key to increasing its understanding and acceptance in society. Instead of focusing on complex technical aspects, BIM can be explained as a virtual construction site that combines all information about the project. In the end, we obtain a digital twin, but this concept alone does not define the entire BIM process. It’s like creating an interactive model that evolves with every change in the project and serves as a central source of information for all interested parties. Thanks to BIM, processes of planning, designing, construction, and property management become more integrated, efficient, and easier to understand for everyone involved. In this way, BIM is no longer seen as a complicated technology available only to experts, but becomes a useful tool supporting the entire life cycle of the building and the span of the construction.

BIM Manager and the association game as an example

In the picture next to this, four exemplary professions have been presented, each assigned a function and a goal. It’s easy to visualize what a doctor, a judge, an architect, and a programmer do, and what goal we aim to achieve by using their services. These are popular professions, so the association comes very quickly. The same will happen when we try to associate other professions we encounter daily or those that are public trust professions. However, with a BIM Manager or BIM Coordinator, there is a problem due to the multitasking nature of these roles. If we ask ourselves what a BIM manager does, the answer might be: “manages information in a 3D model.” So, what is the purpose of such management? It is certainly not just spinning a 3D model or merely informing about changes. Since it’s difficult to describe and explain this, it’s also challenging to make a private client interested in such a service.

The purpose of BIM: the virtual construction site

So, how should one describe BIM to someone who is hearing this term for the first time? My suggestion is as follows: BIM is not just the final model or “digital twin”, i.e., a virtual copy of your construction object, but a process that extends over time. Its purpose is to transfer the construction process to the virtual world, reducing the stress and costs associated with the real construction site, and ultimately obtaining a model that can be used in the operation of the building.

Virtual vs real construction site

In general, BIM is a methodology that manages the construction investment process and combines many different departments and issues, such as: guidelines, rules, standards, implementation plan (BEP), PSPG, data, parameters, information, technology – software and systems supporting professionals from various engineering departments.

The following table shows the relationship between the real and virtual construction sites:

Professionals

First and foremost, people! Professionals always have a significant impact on the quality of a given service. On the construction site, the construction manager directs the work, while on the virtual construction site, the management of all 3D models is carried out at the level of the BIM team: BIM Manager or BIM Coordinator – depending on the company and duties. A similar analogy can be drawn between the construction team and 3D Experts – engineers who model 3D models in their industry.

Both the virtual and real construction sites require the involvement of highly specialized people: BIM Managers, coordinators, and engineers on the virtual construction site, and construction managers, architects, and construction crews on the real construction site. All these professionals must have analytical abilities, teamwork skills, and project management capability to ensure that all aspects of construction are appropriately planned and executed.

Virtual Construction Site (BIM):

  • BIM Managers and Coordinators
  • Data analysis and simulation specialists
  • Designers and engineers using BIM software

Real Construction Site:

  • Construction managers
  • Civil engineers
  • Construction workers, equipment operators

Guidelines/Rules/Standards

The virtual construction site follows BIM, BEP, and PSPG norms, while the real construction site adheres to construction standards and safety and assembly instructions. Both environments are regulated by a set of guidelines and standards that ensure the quality, safety, and efficiency of processes.

Virtual Construction Site (BIM):

  • 3D modeling standards
  • Data exchange protocols
  • Guidelines for simulation and analysis

Real Construction Site:

  • Occupational safety and hygiene standards
  • Construction regulations and local regulations
  • Quality standards and execution control

Technologies

The virtual construction site uses 3D modeling and coordination software, as well as powerful computers, while the real construction site uses project documentation, construction logs, and construction machinery, such as cranes. Both virtual technologies and physical equipment are used to optimize construction processes and increase their efficiency.

Virtual Construction Site (BIM):

  • BIM software (e.g., Revit, AutoCAD)
  • Simulation and analysis tools
  • Data management and collaboration platforms

Real Construction Site:

  • Construction devices and machinery
  • Measuring and control tools
  • Communication technologies (radio stations, phones)

Data, Parameters, Information

The virtual construction site relies on forecasted schedules, automation, materials, and estimated costs, while the real construction site focuses on the sequence of works, smart home technology, materials, and actual costs.
In both cases, information is key to tracking project progress, managing costs, and optimizing material usage. Data precision affects the quality and timeliness of project execution. In both construction environments, virtual and real, managing complex projects using specialized skills and technologies is crucial. Although the tools and approaches may differ, the ultimate goals remain the same: to build safe, durable, and functional structures in an efficient and economical way.

Virtual Construction Site (BIM):

  • Digital 3D models of construction objects and installations
  • Energy and structural simulations
  • Data on materials, costs, schedules

Real Construction Site:

  • Actual dimensions and placement of structural elements
  • Progress reports
  • Technical and execution documentation

Features and benefits of the virtual construction site:

Management – Managed by the BIM Manager, who coordinates the modeling of information about the building object and integrates various aspects of the project.

  • Ensuring data consistency and optimizing design processes.
  • Better coordination between different teams and more efficient planning.

Planning and Simulation – Use of advanced tools for simulation and 3D modeling.

  • Ability to perform accurate simulations and analyze the impact of various factors on the project.
  • Better understanding of the project before starting work, which can reduce the risk of errors and costs.

Information Management – Digital information management, integration of data in the BIM model.

  • Centralization and easy access to current project data.
  • Increased efficiency in communication and reduction of errors caused by outdated data.

Technology Implementation – Intensive use of digital technology and software.

  • Ability to analyze multiple scenarios and optimize the project.
  • Innovation and efficiency in planning, potential reduction of costs, and implementation time.

Summary

The article “New Year, New Easy BIM – For Everyone!” represents our next step in popularizing Building Information Modeling (BIM) among various groups: from private investors, through small architectural firms, to large corporations. We have attempted to simplify and visualize the concept of BIM to make it more understandable to a wider audience, including those outside the industry. We focus on education and simplicity of communication to make BIM a widely accepted and used tool in the construction industry and beyond.

That’s why we propose a different interpretation of BIM: as a “Virtual Construction Site”, which is a more pictorial representation of this methodology. In this way, BIM ceases to be a complex set of technologies available only to specialists and becomes a useful tool supporting the entire lifecycle of a building.

In conclusion, the virtual construction site, represented by BIM, focuses on the use of digital technologies for modeling, analysis, and planning. It provides accurate simulations and models that can be used to optimize the project and the construction process. We emphasize that BIM integrates guidelines, rules, standards, and various engineering departments, which is crucial for managing the construction investment process. On the other hand, the real construction site focuses on the physical realization of the project, requiring direct supervision, physical labor, and compliance with safety regulations and construction standards. Although these two spheres are different, they are complementary and together create a comprehensive construction process.

Magdalena Niemiec
Magdalena NiemiecAuthor of the article
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Magdalena Niemiec is an architect who graduated from the Silesian University of Technology in Gliwice and completed postgraduate studies in BIM at AGH in Krakow. She works at Fluor S.A. in Gliwice as an architect in the "Advanced Technologies and Life Sciences" industry. For several years, she has been intensively creating, automating, and coordinating projects in Revit and Navisworks programs. In her career, she also had a two-year episode as a Graphic Designer, where she was involved in 3D modeling, programming, and animations for virtual reality using the Unreal Engine program.

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Rules for classifying interferences with the use of Clash Matrix https://bimcorner.com/rules-for-classifying-interferences-with-the-use-of-clash-matrix/ https://bimcorner.com/rules-for-classifying-interferences-with-the-use-of-clash-matrix/#respond Mon, 16 Oct 2023 14:32:25 +0000 https://bimcorner.com/?p=37883 The use of clash detection is crucial for ensuring BIM model quality. It is mandatory in certain cases according to Brazilian Federal Decree 10.306 (2020) since 2021. To ensure BIM model quality in engineering projects, it is important to plan procedures before project execution. This allows the benefits of using the BIM Methodology in construction […]

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The use of clash detection is crucial for ensuring BIM model quality. It is mandatory in certain cases according to Brazilian Federal Decree 10.306 (2020) since 2021.

To ensure BIM model quality in engineering projects, it is important to plan procedures before project execution. This allows the benefits of using the BIM Methodology in construction to be realized.

One effective practice is the use of a Clash Matrix. It:

  • standardizes analyses,

  • facilitates comparison, performance assessment, and decision-making

It is essential to structure methods to develop BIM models that include appropriate engineering solutions and comply with the BIM Execution Plan in terms of graphic and non-graphic information.

This article presents suggested rules for classifying and approving interferences using the Clash Matrix for BIM Projects.

The article is structured as follows:

a) What is Quality Assurance of BIM Models; 

b) Designing and executing a Clash Matrix; 

c) Using the Matrix in a project under development; 

d) Suggestions for classification rules and approval of interferences using the Clash Matrix for BIM Projects.

Universe of BIM model quality assurance
Figure 1 – Universe of BIM model quality assurance in a Project

2. Development

2.1 What is Quality Assurance of BIM Models

Quality assurance verification involves verifying the accuracy of the information within a BIM model.

To determine the accuracy of the information, it must be compared to a reference, often requirements provided in the BIM Execution Plan.

Therefore, strategies need to be designed and implemented to ensure that BIM models adhere to predefined rules for both graphic and non-graphic properties.

Regarding geometric inconsistencies, several issues can be identified, including:

– Compliance with the project’s base point.
– Conflicts between geometric components.
– Duplications of BIM objects.
– Failure to meet specified Level of Detail.
– Components positioned at incorrect levels.
– Elements modeled in incorrect disciplines.
– Compromised IFC extraction in terms of geometric aspects.
– Model solutions that deviate from real engineering solutions.
– Non-compliant levels and axes in relation to the BIM Execution Plan, among others.

As for information inconsistencies, the following can be mentioned:

– Inadequate georeferencing information in the model.
– Objects with incorrect or generic IFC classes.
– Failure to adhere to the Information Classification System.
– Failure to meet the specified Information Level.
– Compromised IFC extraction regarding non-graphical information integrated into the native model.
– Inappropriate insertion of model properties.
– Incorrect project links

Based on my practical experience, I have found that the most challenging inconsistencies to control are conflicts between geometric components, due to their high frequency and the assumptions that need to be made.

In Brazil, the use of BIM interference detection has been mandatory in engineering project contracts involving the Federal Public Administration since 2021, as stated in Brazilian Federal Decree 10,306 (2020).

To ensure that the generated interference reports from the clash detection process provide real benefits to construction, a well-designed process is required. 

In this regard, the development of a Clash Matrix emerges as a crucial tool.

2.2) How to create and use a Clash Matrix?

A Clash matrix is a table that shows the intersections between disciplines, allowing us to determine the sequence for conducting interference detections (clash detections).

To begin, a hierarchy of flexibility is established among the disciplines.

Disciplines at the base of the pyramid have less potential for flexibility, while those closer to the top have greater potential. The first step is to define the priority for flexibility between project disciplines.

Below is an example of a Clash matrix for building projects (Figure 2).

  • Check the status and verify completed works at every stage of your project,
Hierarchy pyramid between project disciplines
Figure 2 – Hierarchy pyramid between project disciplines

According to Figure 2, we can observe the following situation:

At the base of the pyramid, we have disciplines with the least flexibility, and as we move towards the peak, the potential for flexibility decreases.

For instance: 
If there is a conflict between the disciplines of architecture, structure, and mechanical systems, the discipline that should be modified is mechanical systems.

This depends on factors such as cost and effort required to make the change. However, if there is a conflict between mechanical systems and hydrosanitary systems, the hydrosanitary systems should be made more flexible.

This is because mechanical systems typically have larger components, which can present space restrictions and have greater impacts when changed.

In the case of interference between sanitary systems and electrical systems, the electrical systems should be modified.

This is because electrical systems generally have smaller dimensions, and hydrosanitary systems are often linked to specific spaces in the project (such as bathrooms and kitchens), which have limited flexibility in changing their positions throughout the project.

Once the pyramid is created, the order of evaluation for detecting conflicts between disciplines should be considered consistently in all analyses.

This ensures the quality of the analyses and allows for the development of a standardized and known procedure that can evaluate process performance. For building projects, the matrix may look like this: 

Figure 3 – Clash Matrix for building projects
Figure 3 – Clash Matrix for building projects

Names of project disciplines are located in the columns and rows. 

In the first analysis, we take architecture and structures disciplines (column 2)

The second analysis, is column 3, architecture, structures and mechanical systems. It goes as follows:

 

Architecture vs Mechanical Systems

Structures vs Mechanical Systems

We can use model verification tool, such as Navisworks by Autodesk, to perform a check: 

  • Test 1: Architecture x Mechanical Systems, 

followed by

  • Test 2: Structures and Mechanical Systems.

In addition, specific analyses can be conducted within disciplines.

For example, one can examine column 3, as illustrated below:

Figure 5 – Clash Matrix for building projects – column 3 - breakdown
Figure 5 – Clash Matrix for building projects – column 3 - breakdown

2.3) How to use the Clash Matrix during a project development?

Once we understand what a Clash Matrix is and how to create it, 

It is important design methods and processes to ensure its proper use in contracts that will be executed.

The tool should be designed and executed by the person assigned in the BIM Execution Plan (usually the BIM Coordinator), and meetings should be held with established rules to enhance its usage and discuss the results.

Firstly, it is important to define milestones for receiving the models. The models will be sent by the discipline Leaders and received by the BIM Coordinator.

The BIM Coordinator will be responsible for receiving the models, conducting various checks on both geometric and non-graphic information, and leading BIM coordination meetings to discuss the results for appropriate classification and approval.

The BIM Coordinator should have a personalized and standardized checklist to investigate inconsistencies.

They will use the Clash Matrix defined in the BIM Execution Plan to perform a clash detection process using a model checking tool, and then generate clash reports.

During the meetings, discussions regarding the presented clash should take place with the responsible parties who are involved in an issue. 

It is also important to define rules for approving the identified clashes. 

 

For example, an interference where a rainwater pipe crosses a concrete slab may not necessarily be considered as an interference.

The question in such cases is: 

Will the slab be built first and then a hole drilled?


If so, the quantities for both the slab and installation need to be the same. Another situation to consider is whether the installation of an evaporator in a large mechanical system crossing a slab should be considered as an interference.

In this case, the question is: 

Do the dimensions of the element significantly reduce the estimated concrete for the slab that needs to be quantified?

Therefore, it is likely that holes will need to be drilled in the models beforehand, as the structural element will possibly need to account for the design gaps.

All of such questions should be standardized and pre-defined.

2.4 Classifying and approving clashes using Clash Matrix

Below, I will present some possible clashes that may occur during the clash detection process. I define the criteria and propose standardized actions that can be adopted.

The first conflict is between the disciplines of structures and mechanical systems.

The discipline of mechanical systems often involves components with significant dimensions, resulting in common conflicts with structural elements.

According to Figure 6, there is a conflict between a vertical air conditioning duct and a slab.

In this case, the solution to be implemented must be evaluated. The model can be corrected, or the current situation can be approved based on previously defined criteria.

Since the duct has significant dimensions, reducing the structural element where the duct passes may compromise the estimated quantity, so it is necessary to drill holes in the model.

Another consideration is that the structural element must accommodate slots at the design level, as it is necessary to design the required frames.

Therefore, we can organize the cases in such a manner: 

a) Analyzed disciplines
b) Clashing elements;
c) Proposed solution; 
d) Decision.

Situation 1 – Figure 6

a) Analyzed disciplines: Discipline a – Structures; Discipline b – Mechanical Systems
b) Clashing elements: Interference found: Slab x Air conditioning duct
c) Proposed solution: Drill holes in the model
d) Decision: The hole in the slab should be planned in advance to minimize the number of concrete structures required.

situation 1
Figure 6 - Situation 1

Situation 2 – Figure 7

a) Analyzed disciplines: Discipline a – Structures x Discipline b – hydrosanitary installations

b) Clashing elements: Beams x sewage network ducts – in cases where sewage elements are colliding transversely and/or without connections  
c) Proposed solution: maintain interference 
d) Decision:  Small pipes will not significantly compromise the quantity of structures 

Figure 7 – conflict between a concrete slab and an air conditioning duct

Situation 3 – Figure 8

a) Analyzed disciplines: Discipline a – Structures x Discipline b – hydrosanitary installations 
b) Clashing elements: beam x sewage pipe 
c) Proposed solution: maintain interference 
d) Decision: small pipes will not significantly compromise the quantity of structures. 

Figure 8 – conflict between a concrete beam and a component of hydrosanitary installations

Situation 4 – Figure 9

a) Analyzed disciplines: Discipline a – Structures x Discipline b – hydrosanitary installations 

b) Clashing elements: Interference found : Beams x sewage network ducts – in cases where sewage elements are colliding transversely and/or without connections 
 
c) Proposed solution: maintain interference 

d) Decision: impact on the structural element, does not impact the quantities and the crossing position is in the center of the beam and was approved by the structural engineer. 

 It is also important to check whether the beam will be built in its entirety and then the slots will be made to pass the installations. In this case, the quantity of concrete and installations must be fully foreseen. 

However, if the construction strategy is to predict the hole with waiting times, depending on the number of quantities of elements, it can be evaluated to drill the holes in the BIM model so as not to oversize the quantities

Figure 9 – conflict between a concrete beam and a component of hydrosanitary installations

Situation 5 – Figure 10

a) Analyzed disciplines: Discipline a – Structures; Discipline b – Mechanical Systems
b) Clashing elements: Beams x sewer network ducts – in cases where sewer elements are colliding with connections


c) Proposed solution: fix the clash
d) Decision: impact on the  structural element. Connections are occasional maintenance points and need to be accessible

Figure 10 – conflict between a concrete beam and a component of hydrosanitary installations
Figure 10 – conflict between a concrete beam and a component of hydrosanitary installations

Situation 6 – Figure 11

a) Analyzed disciplines: Discipline a – Structures; Discipline b – Mechanical Systems
b) Clashing elements: Beams x cold water installations vertically cutting the beam 
c) Proposed solution: fix the clash
d) Decision: the standard positioning of the reinforcements conflicts with the element of the other discipline. There are possibly longitudinal (main) reinforcements that will be compromised. 

Figure 11 – conflict between a concrete beam and a component of hydrosanitary installations

Situation 7 – Figure 12

a) Analyzed disciplines: Discipline a – Structures; Discipline b – Hydrosanitary Systems
b) Clashing elements: Beams x ducts of sewage networks – in cases where sewage elements are clashing, not transversely. 
c) Proposed solution: fix the clash
d) Decision: impact on the not bearing structural element. Passing pipes diagonally and not transversally can cause losses in relation to the execution and “life” of the elements. 

Figure 12 – conflict between a concrete beam and a component of hydrosanitary installations
Figure 6 - Situation 1

Situation 8 – Figure 13

a) Analyzed disciplines: structures x electrical installations 
b) Clashing elements: Beams x cable tray passing transversely to the beams 
c) Proposed solution: Resolve the interference or predict the holes 
d) Decision: depending on the standard dimensions of cable trays, it is recommended to foresee the slots so as not to overestimate the quantities of concrete structures

Figure 13 – conflict between a concrete beam and an electrical installation component
Figure 13 – conflict between a concrete beam and an electrical installation component

3. Conclusion

The appropriate use of Clash Matrices can give a lot of value when implemented in BIM models for various purposes throughout a project’s life cycle.

However, it is important to establish rules beforehand for approving and categorizing interferences. Currently, there are no references on this topic. 

Therefore, it is crucial to start a discussion about it.

It is important to recognize that every project is different, and the rules to be followed must be discussed and defined together for each specific project. 

These rules should be documented in the post-contract BIM Execution Plan before the project starts.

Guilherme Guignone
Guilherme GuignoneAuthor of the article
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I work as a BIM Coordinator at INFRAERO, the Brazilian Airport Infrastructure Company. INFRAERO is a Brazilian Federal Public Company that operates and administers 66 airports in Brazil, accounting for 97% of passenger movement in the country. In 2023, the company will celebrate its 50th anniversary. In 2022, INFRAERO received the BIM CREA SC 2022 award for the best BIM Project, for which I served as the BIM Coordinator. In addition to my role as a BIM Coordinator, I am also an Architect and Security Engineer. I hold a Master's degree in Civil Engineering and I am currently a PhD candidate. I am a BIM Specialist in Infrastructure, certified by the University of Barcelona. I am also certified by the International Civil Aviation Organization and the Airports Council International in the Airport Safety Professional Program. Alongside my professional work, I am a professor of postgraduate courses that focus on the use of BIM and Airport Engineering. Furthermore, I am a researcher and a member of The Scientific Research Honor Society.

4. Bibliography

  • BSI. PAS 1192-2:2013 Specification for information management for the capital & delivery phase of construction projects using BIM, London W4 4AL, British Standards Institution. 2013.
  • BSI. BS 1192:2007, Collaborative production of architectural, engineering and construction information – Code of practice, London W4 4AL, British Standards Institution. 2007.
  • BuildSMART. IFC Introduction. 2013 Available at: https://www.buildingsmart.org/about/what-is-openbim/ifc-introduction/accessed on April 20, 2019
  • PENN STATE UNIVERSITY. BIM Project Execution Planning Guide. 3 Ed. Available at: https://www.bim.psu.edu/bim_pep_guide. Accessed on: April 2, 2021.
  • REDING, A.; WILLIANS, J.; DAVIS, S. The New Zealand BIM Handbook: a guide to enabling BIM on built assets. 3 ed. New Zealand, 2019. Available at: Accessed on: April 2, 2021
  • System Hierarchy and Clash matrix in BIM Coordination – BIM Corner – available at: https://bimcorner.com/system-hierarchy-and-clash-matrix-in-bim-coordination/
  • H. Kulusjärvi, Common BIM Requirements 2012 – Series 6 Quality Assurance, buildingSMART Finland, 2012.

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From student to BIM coordinator https://bimcorner.com/from-student-to-bim-coordinator/ https://bimcorner.com/from-student-to-bim-coordinator/#respond Tue, 20 Jun 2023 19:46:54 +0000 https://bimcorner.com/?p=36586 In the BIM environment, there is a lot of talk about the important roles such as BIM coordinator or BIM manager, but unfortunately relatively little about the functions that precede these roles. Is it possible to implement BIM in your workplace as a novice engineer? How to do it, even if the company does not […]

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In the BIM environment, there is a lot of talk about the important roles such as BIM coordinator or BIM manager, but unfortunately relatively little about the functions that precede these roles. Is it possible to implement BIM in your workplace as a novice engineer? How to do it, even if the company does not have a specialized department in this area? In the following text, I will share my experience with you and show you how I found the answers to the above questions. I invite you to read!

Table of contents

My beginnings with BIM

I started my first serious job after graduating from my master’s studies, with little experience aside from a six-month internship in an architectural office and a fresh Autodesk Revit Advanced certificate under my arm. I admit that I was fortunate enough to come under the wing of talented designers who gave me a lot of trust. In retrospect, I can see that it was crucial to the pace at which I began to develop skills and interests. A lot of challenges, but also a lot of repetitive activities made me look for new and better solutions, often after work, at home. At that time, improving my competences and becoming a specialist in my field was a priority for me.

Don't wait for your boss to put a BIM textbook on your desk

I still remember the moment when I thought “Oh, I’m going into this BIM, I don’t know how yet, but I’m going”, that moment was a conversation with a friend sitting at the desk next to me, who was talking about her BIM postgraduate studies in Poznań. And so, two years later, I was a participant in the iBIM postgraduate program at the Warsaw University of Technology, and now I work as a BIM Coordinator and Architect. Did I think it was worth finishing these studies? Of course! Is it necessary to deal with BIM? Of course not, but more on that in the following paragraphs.

I am a young architect, so is BIM for me?

And why not? BIM is, among other things, a database about the building, and who is an architect if not the person responsible for collecting, selecting and organizing this information? It can be said that, in a nutshell, the BIM model is a geometric model armed with information contained in the technical description and 2D documentation. Regardless of whether you choose to follow the path of a visionary architect, master of architectural details, modeler or project manager, knowing this methodology will be useful and competitive.

Where to start working with BIM?

There’s nothing magic about it. If you are starting your architectural (though not only) career, you will need to choose software (usually Archicad or Revit) and simply learn to use it fluently. A basic course, not necessarily paid, and exercises (for example, creating full construction documentation based on a student project) will be useful. Working on a living organism always brings the fastest results and forces you to look for answers to specific questions (instead of “How do I learn to model in Revit?” you ask “How to automatically attach walls to the roof?” or “How to create a surface specification?”).

Step number two - parameters

The next, and at the same time the most important, issue is working with the parameters of the model. Having the skills to create building geometry, we can start to saturate the model with information. However, be careful not to overfill it. Of course, everything depends on the requirements imposed by the client, but if there are no such requirements, and in principle the project itself is not referred to as BIM, then the type identifier, material and fire resistance will be enough to start with. A coherent model with less data entered correctly will be much more valuable than one that may look professional at first glance, but will be full of unnecessary or, worse, incorrect information. It’s really not worth making an exact replica of reality right away, because later it’s hard to work with such a file.

BEPs, EIRs and other abbreviations

If you dive in the BIM-world and your hunger for knowledge grows, or you are simply forced by the situation on the current project, the time will come to look for answers to what exactly these BEPs and EIRs are, what CDE is for and whether IFC is really so super extra. The multitude of shortcuts is overwhelming at first, but I promise the further into the forest… the more of them! Fortunately, after a while, they stop being so scary and you get used to it. But where to look for these answers? At the beginning, I recommend choosing one book yourself, basically any, not too thick, from the “BIM for beginners” series. Thanks to this, it will be easier to orient yourself in the subject and have a kind of compendium of basic knowledge at hand. And going further, there are plenty of articles discussing specific concepts and stages of the design process in BIM, e.g. here at BIM Corner.

Are BIM studies necessary?

As I mentioned at the beginning – the anwser is no. Postgraduate studies in BIM are a really interesting and valuable experience, but they are not a necessity. They organize the already possessed knowledge and indicate many necessary and interesting issues, and most importantly, they allow the participants to exchange experiences. You can choose from many programs offered by both Polish and foreign universities, as well as various types of courses and training. It is also a good idea to participate in BIM conferences, which are held in Poland several times a year by various organizations and associations.

How to develop BIM in a company as an assistant?

Two years passed from my first job to postgraduate studies, so what have I been doing in the meantime? Having a very general knowledge of BIM, taken from books and YouTube videos, I knew that I needed practice. After all, every BIM specialist started somewhere and no one (or at least no one I know of) woke up one morning with a full arsenal of BIM competences. I decided to maximize my productivity as an assistant so that I could develop the BIM standard of work in the office in the remaining time. Knowing how much time I have to complete a given task, I could plan my work so that selected parts were done as quickly as possible (of course without losing quality – internet forums and previously developed methods came in handy here), and the rest I used a more time-consuming method (e.g. scripts in Dynamo), which will improve the work on subsequent projects and increase the quality of the prepared models. Thanks to such a system of work, I became the person who asked questions and who gave answers. At that time, I acted a bit in the dark and, of course, there were mistakes (I still remember how to fill in the parameters of the door with the DiRoots plugin, due to a small mistake in Excel, all doors instead of RAL7021 had colors: RAL7022, RAL7023, RAL7024 etc.). I admit, I don’t like to be wrong either, but I quickly put my pride in my pocket and exchanged it for inquisitiveness, because everyone can be wrong, but not everyone draws conclusions from mistakes. Among other things, based on this collection of my conclusions, I will present below some suggestions for activities that can help introduce BIM (in a more or less advanced form) to the workplace from the position of an architect’s assistant. It is obvious that some or even all of the points I have mentioned may already be implemented in the company as a standard, but knowing what is important and what to ask your colleagues about can be quite useful.

BIM implementation - practical tips

  • Create a list of model elements to standardize, such as walls, doors, windows, section and elevation symbols, etc.
    *Such a list can be made in a spreadsheet or text file, it is worth noting the most important features that individual elements should have (e.g. “three types of windows, depending on the division” or “brick walls at the construction design stage have a specific slot on the projections and sections”).
  • Determine a set of descriptive elements, such as types of text, links, etc. necessary for issuing documentation.
  • Prepare of a list of basic parameters that will be used in the model and which should be filled in on an ongoing basis.
    *Here I assume that the model does not have guidelines regarding the information contained in it.
  • Create checklists to help you control the information in your model.
  • Create a list (or draft list) of drawings to be documented with the designer to create and code sheets early in the project.
  • Take an initiative to conduct regular audits of the model and jointly decide what should stay in it and what is unnecessary.
  • Determine the division of roles and responsibilities in our project, if there is no such scheme, you can take the initiative to create it.
  • Regularly exporting the file to the .ifc format and verifying the correctness of our model both in terms of geometry and information contained in it.
  • Create parameter sets for .ifc export
  • Create your own building equipment families for Revit
    *I encourage you to initially focus on the overall dimensions of the piece, aiming for a LOD 100 level of detail on the entire model.
  • Regardless of whether the company uses producer families (which I do not recommend due to the size of their files) or not, you can take the initiative to create a separate library file where we will place all the useful elements. From there, you can copy them to individual models.

Summary

If after reading this text you google “what is BEP?” I consider that I have done a very good job. BIM is still evolving and shows no signs of stopping. It doesn’t matter what modeling software you choose, because it’s really just a program, and any program can be learned. It is also not important whether you decide to take up, for example, postgraduate studies or not, because this way of education has no end (yet) and there will always be something that may surprise you. What is important is enthusiasm, determination and passion for implementing ideas. Because in a difficult moment, these factors will affect whether you throw the keyboard on the floor screaming that it can’t be done, or take a deep breath and launch the search engine on BIM Corner.
Look around and verify what kind of people you have next to you. They will involuntarily shape you by awakening or extinguishing your passions. Knowing this, you can let them do it or not. A supportive environment is a key factor for effective development, so take care of it first.

P.S. If you are looking for answers to difficult BIM questions, please contact me on LinkedIn – we will look for them together.

Adriana Kurek
Adriana KurekAuthor of the article
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Adriana works as an Architect and BIM coordinator at Graph'it in Warsaw. She has just become a new member of buildingSMART Polska. She studied at the Faculty of Architecture at the Poznań and Silesian Universities of Technology, and before taking up her current position, she worked in her hometown of Bydgoszcz. BIM passion prompted her to complete iBIM postgraduate studies at the Warsaw University of Technology and although she changes places of residence like gloves, she has not parted with Revit since 2017. A fan of new technologies, who, as she says: "has more ideas than skills".

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Why do we need BIM standards, procedures, and other documents in a company? https://bimcorner.com/why-do-we-need-bim-standards-procedures-and-other-documents-in-a-company/ https://bimcorner.com/why-do-we-need-bim-standards-procedures-and-other-documents-in-a-company/#respond Tue, 18 Apr 2023 12:38:26 +0000 https://bimcorner.com/?p=35493 Do you know the term “Bus Factor”? This concept is more well-known in the IT industry, and I think it will be increasingly used in the construction industry over time. Why? Because we are increasingly programming and automating projects to make our lives easier. Bus Factor is a measure of risk resulting from a lack […]

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Do you know the term “Bus Factor”? This concept is more well-known in the IT industry, and I think it will be increasingly used in the construction industry over time. Why? Because we are increasingly programming and automating projects to make our lives easier.

Bus Factor is a measure of risk resulting from a lack of sharing information and skills among team members. In simplified terms, it is the number of people who would need to be “run over by a bus” in order for the project to become impossible to continue. Of course, this should not be taken literally, but rather understood that the Bus Factor refers to any random event that could cause a key person in the project to disappear, and as a result, the project would be unable to continue or introducing a new competent person would be very expensive and risky.

This post was written by BIM Corner’s Guest Author, Magdalena Niemiec.

Bus factor in BIM
Figure 1 - An example of the "Bus Factor" risk factor

In the IT industry, to prevent such situations, a project is divided into a greater number of tasks with smaller scopes. And more people are involved who try to ensure that others know exactly what each person is doing on the project. It is also a good practice to use a Guidebook, which is essentially a project guide. You will find good practices used in programs – problem-solving instructions that arise from project to project and are typical for a given industry and project. The Guidebook aims to systematize work and prevent reinventing the wheel.

This article will explain why it is worth creating Standards, Procedures, and Guidebooks in a design office or a construction company and what such a document should contain. Below are brief descriptions of the differences between each of these documents.

Table of contents

Policy [Strategy], Standards, Procedures [Requirements], Guideline [Guidelines] - PSPG

Have you ever experienced a situation where during a two-week absence of a colleague, you had to “jump in” on a project to replace another team member and waste a whole week getting familiar with the program and project information? The typical question in such a case is: “What and where can I find it, and why was it designed this way?” It sounds like a nightmare, doesn’t it? However, for people on the other side who know they will face chaos when they return from their “break,” it is also an uncomfortable situation that causes feelings of guilt, worse recovery, stress, etc. These are situations that unnecessarily build tension, and personally, I believe that if we can prevent such events, why not do so for everyone’s comfort?

To avoid employee frustration, save project budgets, and facilitate the onboarding of new or temporary employees on a project, standards, procedures, and guidelines are used. Many of you may have encountered these terms, but we often use them interchangeably or inappropriately.

In short: policy is a unified high-level declaration (given by the CEO and management) throughout the organization. A standard is the lowest level of control that cannot be changed, while a procedure is a sequence of steps. Guidelines are simply a review of how a task can be executed.

Scheme 1 - Basic assumptions of the PSPG

Policy [Strategy] Document – contains the general idea, management’s intentions in creating rules to ensure fair treatment, discipline, and compliance, for example, Dress Code Policy, and Internet Policy.

Standard – a set of mandatory rules supporting the policy. It is the level of quality that we want to achieve, for example, the standard of final drawings. Standards have high authority and may include procedures and requirements. A standard is set by the organization, and employees do not have the ability to make changes.

Procedure – a requirement, checklist of items, a series of individual steps that must be followed to achieve the standard. It is created by employees who are experts in a particular field.

Guideline – guidance, advice, and best practices that help achieve a goal, such as showing behavior in a particular situation. They are recommended but not mandatory.

Scheme 2 - Dependencies between PSPGs

Documentation in the design and construction industry

Each company has its own specifics of project creation: its own styles, tables, and work methodology. Some companies specialize only in one industry and outsource the rest. Some manage the entire project from concept to construction work, so there is not only one solution to how documents such as strategies, standards, procedures, and guidelines should look.

Now that we know the definitions and can organize the relevant information in order, let’s ask ourselves questions that will help us define the company’s goal:

  • What is the purpose of creating standards, procedures, and guidelines and what do we want to achieve?
  • As a company, what are our standards, for example, for projects – what do our final drawings and models, lists, descriptions, etc., consist of?
  • What do we need to establish in order to achieve the standard – what is repeatable and unchanging for each employee?
  • What are the guidelines, general advice, and instructions for action to facilitate maintaining the standard?

Once we have answered why, what, and how we need to implement in order to streamline the process, it is worth outlining a team of people who will be responsible for this.

  • Who is the documentation addressed to?
  • Who will be responsible for the creation and updates of the documentation?

The PSPG documentation should contain concise and practical information. The recipients of the documentation are designers and 3D modeling specialists. This applies to both new and existing employees, industry managers who supervise work, and engineers who are responsible for the quality of information contained in the models. These recipients should also actively participate in the process of updating and creating documentation.

Sometimes, some elements of the standard and procedures (e.g., model naming conventions) may be imposed by the client and may then vary depending on the project. However, the process of creation, order, and organization should be set by the design office or construction company.

The documentation should not be an instruction manual for using a particular program. Such information can be obtained from the software manufacturer’s website or found on YouTube or forums in a very simple way. According to the BIM methodology and the general understanding of this term, we try not to duplicate information, but to use what has already been developed, automate and streamline the design process.

Example of PSPG based on Revit - Autodesk

When it comes to design work, it is worth using an example based on the REVIT program by Autodesk, as many companies in Europe and around the world design Electrical, MEP, Structural, and Architectural installations in this program. The basic PSPG for the REVIT program should include:

REVIT POLICY – the company describes the general goals of the documentation created, e.g.:

  • Facilitate work and communication between industries
  • Standardize work in the model
  • Minimize the possibility of own interpretation of program-project solutions

REVIT STANDARD – presentation of model standards and information contained therein, e.g.:

  • Description of a sample model in the program – broken down into parts
  • Description of a sample drawing
  • Description of a sample arrangement of the main page in the program
  • Explanation of the folder structure
Questions for BIM documentation
Scheme 3 - Auxiliary questions for creating a PSPG for Revit program

REVIT PROCEDURES – the goal is to record the requirements for how to achieve the Standard assumptions, e.g.:

  • Description of the template, which is the basis for each project and contains specific lines, fonts, filters, parameters, and tables
  • Everything can be found in the XYZ folders divided into various parts – explaining exactly what each folder is for
  • Information on naming and creating new folder names, files, central and local models, families, and parameters
  • Information on how to correctly export and import files

REVIT GUIDELINE – a file containing advice and best practices for program users:

  • Best practices for maintaining order in the program – how to classify views and sheets
  • Tips on how to use global, ordinary, and shared parameters
  • How to use existing filters
  • How to quickly edit families and how to access editing
  • Best practices for creating and editing legends and schedules
  • Practices and advice on how to use certain attributes
  • Tutorials and best “pro tips” can be added to the guidelines.
Dependencies between BIM documentation
Scheme 4 - Relationships between PSPG documents for Revit program

Practical example – description of creating a wall in 3D program

It is worth noting that 3D programs give us many more possibilities for interpreting the selected path of creating elements than 2D programs. For example, we can create a wall that consists of one part but is divided inside into a plinth, a base, and a cornice, or create three separate walls named plinth, base wall, and cornice.

Each method has its pros and cons. Three separate walls can be problematic when we want to move the wall, and we should remember about two other elements that need to be checked if they are moved automatically or need to be adjusted manually. The program usually helps us with this and informs us about the elements that are “floating”. But as we know, we don’t always have time to check 3D models, for example, if we only provide specific flat 2D drawings for the client. On the other hand, the 3-in-1 wall is for more advanced users and requires more time and analysis in the initial phase, but in the later phase, it facilitates changes.

This is a simple example, but in a large company that works on many projects, details and time matter. It is good to choose one way of creating walls (and other elements such as floors, columns, windows, etc.) and stick to it when modeling. Such information should be included in the Guideline as advice on how to skillfully model to facilitate editing the model. In the procedure, we would describe the name of the wall, which should be defined as, for example, Wall_Plasterboard_10cm.

Summary

The main goal of the PSPG documents is to:

  • Assist in the proper and effective implementation of employees into project work and company practices
  • Facilitate communication within the team and reduce ambiguity, problematic issues, and errors
  • Minimize time and financial losses associated with a lack of agreement, by not reinventing the wheel every time
  • Maintain models in the same standard through appropriate procedures and guidelines so that every employee opening a file can easily understand what they see, where they are, and where to find what they need.

BIM and 3D design are already rapidly advancing, and this is just the beginning of introducing new technologies in construction. Construction companies face the difficult task of keeping up with trends and clients’ expectations in a narrowing market with increasing competitiveness. Anything that helps us stand out from the competition is a good bargaining chip because ultimately economic and financial aspects matter most for companies. We save when we implement standards, procedures, and guidelines that will help in daily work and meet the needs of employees. We gain when we eliminate chaos, stress, and anxiety because it does not promote efficiency and creativity, and we aim to create a friendly work environment, reduce costs, and reduce turnover among specialists. We follow the spirit of time and technology, believing that a satisfied and calm employee is a happy and more productive employee.

Let’s look at the IT industry as an inspiration and an example to make it easier for us to keep up with progress and increase work efficiency. Do you have any interesting examples or experiences when PSPG documentation would have been useful in your company? When replacing someone on a project was so difficult or impossible that you had to wait for the person who handled it to come back?

Detailed strategies, standards, procedures, and guidelines based on a simple model of a house will be discussed in upcoming articles! We will take a closer look at the benefits of having documentation in the company that reduces the “Bus Factor” risk.

Magdalena Niemiec
Magdalena NiemiecAuthor of the article
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Magdalena Niemiec is an architect who graduated from the Silesian University of Technology in Gliwice and completed postgraduate studies in BIM at AGH in Krakow. She works at Fluor S.A. in Gliwice as an architect in the "Advanced Technologies and Life Sciences" industry. For several years, she has been intensively creating, automating, and coordinating projects in Revit and Navisworks programs. In her career, she also had a two-year episode as a Graphic Designer, where she was involved in 3D modeling, programming, and animations for virtual reality using the Unreal Engine program.

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Interdisciplinary control in a design team https://bimcorner.com/interdisciplinary-control-in-a-design-team/ https://bimcorner.com/interdisciplinary-control-in-a-design-team/#respond Tue, 03 Jan 2023 08:42:55 +0000 https://bimcorner.com/?p=33715 The form of the interdisciplinary control, or IDC in short, may look different from project to project. As a design manager focusing on a medium sized building and infrastructure projects, my preference is a “round the table” session modelled as an ICE-meeting. In my experience this method opens up for dialogue between disciplines, and properly […]

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The form of the interdisciplinary control, or IDC in short, may look different from project to project. As a design manager focusing on a medium sized building and infrastructure projects, my preference is a “round the table” session modelled as an ICE-meeting. In my experience this method opens up for dialogue between disciplines, and properly managed ensures that all areas of the build – as well as all disciplines involved – are sufficiently represented. That is, as long as I manage to stay on track throughout the meeting without logging myself off mid-sentence. But more on that later…

This post was written by BIM Corner’s Guest Author, Gro Overn Mansford.

Table of contents

1. IDC - what is it and why do we need it?

First, let’s start with a short definition. Interdisciplinary control may be defined as:

A systematic review of the product, in order to ensure that all solutions are worked through to an interdisciplinary consistent concept that may be used as a basis for choices, decisions and later detailed design of the building

The control may be done by one of several methods: as part of a meeting, as a BIM model control – either by using a clash control or another form of review – but always as an interdisciplinary control.

Why do we want to perform an interdisciplinary control?

The main goal is to combat errors in the design. The building industry is the source of a lot of errors, and the major errors in buildings have their origin in the design phase. Therefore, the aim of consultants, who are responsible for the design phase, should be to minimise the number of errors we issue out of our design offices as much as possible.

The Norwegian building industry has acknowledged this challenge for some time and initiated the Building Cost Programme as a response. The goal of the programme was to identify the sources of the design errors and to find out how we can best improve the situation in order to achieve fewer errors in our projects.

The Building Cost Programme recommended that we establish verification processes when reaching milestones, like at the end of a feasibility study, for example. In addition to this, the programme identified the version management of drawings as a key – especially with regard to the interdisciplinary dialogue between engineering disciplines. This results in the need for a focus on the interdisciplinary design process.

The design manager should initiate the IDC at the end of every phase of the project to ensure that every relevant issue is catered for. In the event that the design has not been sufficiently worked through in the design office, the consequences for the execution of the project will be significant. The lack of structure and documentation of the interdisciplinary control may lead to design errors and other interdisciplinary challenges being passed onto the building site.

👉 In short: always do an interdisciplinary control prior to the delivery of a project!

2. How to plan an interdisciplinary control?

I encourage you to plan your IDCs at the onset of every new project, at the same time as the plans for the execution of the said project are established. As a result of the recommendations listed above Multiconsult, where I work, as well as many other engineering design offices have developed their own Project Execution Models (in Multiconsults case it is called “MultiPEM”) which requires an IDC at the end of each stage of any design project. This article will describe how I planned, prepared, and performed one of the IDCs on the design of a new BREEAM-certified nursery for Oslo municipality.

The basis for the establishment of the plan is MultiPEM, which splits the design work into phases and stages. Towards the end of every stage, there should, in addition to internal control procedures in each discipline, be allocated time for an IDC. The format of the control may vary depending on the phase and stage of the project, but all of the IDCs should be visible in the project plans from the onset.

Meeting agenda with tasks
Example of a time schedule with design, with IDCs (TFG in Norwegian) as an own activity - part 1

IDCs were performed in the following project stages:

Step 1 – Design basis
Step 1 does not take much time/is not time-consuming, but is an important starting point for the design process. The main goal of this step is to gather and quality check the design basis that will form the starting point for the design process. The IDC was in the example above done as a “round the table” session in a “normal” design meeting, indicated as activity number 5 above.

Steps 2 & 3 – Geometry and documentation
The IDC in these steps requires more time and focus, as the number of details and solutions to check may be vast. In this instance, the control was done as an all-day ICE-meeting (as indicated by activity numbers 9 and 12 above) with a tight schedule where all the involved disciplines were in attendance for at least a part of the day. The meetings revolved around a project-specific checklist, and there was a specific procedure in place for checking out issues after the ICE-meeting.

An important prerequisite to achieve quality in the IDC is that the drawings from all disciplines are 95% complete prior to the ICE-meeting. To illustrate the point: in the schedule below the architect drawings (activity number 23) are planned to be complete by the date of the IDC (activity number 9). The schedule for the project must be established to clearly show that all activities involving the production of drawings, and any embellishment of the BIM-model, must be completed prior to said IDC.

Agenda for IDC
Example of a time schedule with design, with IDC as a separate activity - part 2

This plan indicates that a period of time after the ICE-meeting was reserved for any corrections or alterations that may have been necessary as a result of the interdisciplinary control (as illustrated in activity number 24 on the schedule above).

3. Advantages and disadvantages of the interdisciplinary control

Focusing on interdisciplinary issues from the onset is good, but it is also important to reassure the minor disciplines with regard to what this approach actually will mean for them. In this nursery project, I am using as an example, receiving an incomplete request for an all-day ICE-meeting caused a level of “panic”. Actually, each of the minor disciplines only participated in the ICE-meeting for approximately half an hour each, and as soon as the meeting request was edited to reflect this, the “panic” subsided.

Making the IDCs visible in the project schedules as shown, make sure of everyone’s involvement. The signal sent to the Client with regard to our focus on interdisciplinary issues throughout the design process was positively received. It also means that the expectations are increased with regard to the quality of the delivered product.

In this project, the Client was invited to participate in the IDC. This allowed the Client to observe us, but they were also made aware of all the issues that were not sufficiently coordinated at said time. This caused the designers some pain at the time, but my experience is that the Client appreciates the effort and the opportunity to contribute to the interdisciplinary process.

4. Schedule and meeting invitation – what to prepare?

Early preparation is the key! This ensures that the required members of the design team reserve the time. It is of utmost importance to have everyone available at the same time in order to fully check out all the interdisciplinary issues at hand. It is definitely an advantage to send out a meeting request early on in the project, without/despite not having a specific running plan for the day, in order to ensure that time is allocated to this event.

Here is an example of a meeting invitation:

I am inviting to a structured interdisciplinary review of the project prior to delivery. In this review, the core disciplines will sit around the table and together go through each other’s models systematically to uncover any deviations that can be corrected ahead of delivery.
During the day, we will go through a checklist/to-do list of points that are important to have control over in the project. In addition, the day will be a final quality control of the drawing documentation that is to be delivered.
In order for this review to be a success and to achieve the high quality we want, it is important that each of the disciplines has at least one representative in the meeting, and that all disciplines submit their .ifc models for compilation in advance.

And here are some tips regarding the preparations:

  • Prepare a system for the meeting with a clearly visible structure. You may want to go through each part of the building and each floor in turn, or discipline by discipline. Or maybe the project is so large that it is better to divide it into control areas or sections? Establish the system early on and inform each discipline of the system so they can prepare as well as possible.
  • Make sure you have the required facilities available; for example, the required software (Solibi or Navisworks), big screens, meeting facilities, food, etc. Make sure these matters are in place beforehand, so that your meeting time is not spent on running to find marker pens, get the software to function, or other similar details. All of the meeting time is valuable, and the key to a cost-efficient execution is in your preparations.
  • The schedule for the meeting should be based on the system established for the control. You do not need to have everyone in the room at all times. By designing your schedule carefully, you will be able to significantly reduce the number of people present – and the duration of each person’s participation. Careful planning results in a cost and time-efficient ICE-meeting on the day in question.
  • Create a check-list of all the issues that have not been cleared, collating issues from minutes of meetings and/or any to-do lists used in the design process. Sort the collated issues so that they match the schedule in advance of the meeting. Make sure to leave some free space in the check-list for any new issues that may appear during your ICE-meeting.
  • To single-handedly execute an ICE-meeting on this scale is certainly not the most efficient way to do this. As design manager, you may ask for help from the team to navigate the BIM-model during the meeting, take notes for the minutes of the meeting and check-list, ensure that the time schedule is adhered to, and attend to administrative issues that may occur while you are facilitating the ICE-meeting. Believing that you alone can manage all of these tasks for the all-day meeting will likely make the meeting less efficient for the participants, who may/will have to wait for you while you complete your tasks.

Example of a detailed agenda:

Meeting agenda

Everybody participates from the start.

0900-0915: Welcome and review of the agenda for the meeting
0915-0920: Fire safety-points (Fire safety leaves after that)
0920-0930: Building physics-points (Building physics leaves after that)
0930-0940: Building acoustics-points (Building acoustics leaves after that)
0940-0950: Foundations and geotechnics for the building (Foundations and geotechnics leave after that)

Short break (5-10 minutes to fill up the coffee cup and stretch your legs and back)

1000-1020: Water, sewage and storm water and landscape architecture points (Water, sewage and storm water and landscape architecture leave after that)
1020-1030: Structural-points
1030-1100: Architectural-points (Structure and architecture leave after that)

Short break (5-10 minutes to fill up the coffee cup and stretch your legs and back)

1110-1130: Electrical-points
1130-1200: HVAC-points
1200-1230: Summary of the meeting and AoB (any other business)

👉 Tip: All disciplines are expected to have performed their controls in advance of the interdisciplinary control. They should also have performed a review of the other disciplines’ work in advance of the ICE-meeting.

5. The big day is here – what do I do?

Your detailed preparations should start a couple of days in advance of the ICE-meeting. Recruit an assistant and define the tasks you want this person to do in order to ensure an efficient meeting. If you recruit a fellow project member to write the minutes of meeting, make sure the person you recruit is not one of the main contributors to the interdisciplinary issues. It is better to recruit someone who is less involved in the project. Often, I have recruited a younger engineer with less interdisciplinary experience to take the minutes of meeting on my behalf – which in turn gives the young person in question an opportunity to learn.

Another key point is clear communication with each of the disciplines in advance to ensure that they bring the expected/required elements to the ICE-meeting, that they deliver the necessary documentation for review by others in advance, and that this is to the correct level of quality.

One last quality control of the schedule in advance of the ICE-meeting is recommended, as there may be some last minute issues that require everyone’s attention while you are all gathered in one place.

👉 Tip: Both technical support systems and coffee are important for a successful meeting – it will pay to have both sorted in advance.

It is a good idea to prepare set views in the BIM-model during the last days before the meeting, as well as opening the model before the meeting starts to ensure everything is in place – especially if the meeting is held in a new facility.

Practical tips on facilitating the ICE-meeting

  • Once the meeting starts, go through the schedule for the meeting and emphasise the importance of precise and short comments so that the meeting stays on schedule throughout the day, and the group is able to discuss all the subjects and issues planned for the day. You should also specify that there is no room in the schedule to perform design work or complete previously assigned tasks. Such activities will have to be attended to after the ICE-meeting.
  • The facilitator role is a demanding role, and you must be alert at all times. You cannot afford to take notes yourself, as you will lose the attention of the attendees, and with that, the control of your meeting. You, as the facilitator, should focus on driving the discussions forward and steer these into conclusions within the assigned time frame, while ensuring that the groups at all time focus on the most critical issues at hand. Request your assistant to take copious notes, as this will enable you to remember the context for each issue when later creating the basis for the preparation of the minutes of meeting. Your assistant should also keep one eye on the schedule at all times, and may also summarise each issue briefly before you move on to the next. I recommend that your BIM-coordinator, or another meeting participant that is able to navigate the BIM-model (for example the architect), is in charge of displaying the 3D-model on the big screen during the meeting. In this way you, as the meeting facilitator, are able to focus on the issues up for discussion at all times.

6. After the interdisciplinary control ICE-meeting

Following your IDC-meeting, your first task at hand is to create the minutes of the meeting. The shape & form of this is dependent on several factors:

  • Should you be able to tick off completed tasks?
  • Will it be used as a tool to identify any uncompleted tasks?
  • Should the list be interactive, so that the disciplines themselves can tick off completed tasks, or should the design manager have sole rights to close completed tasks?
  • Could the checklist be created and shared via the collaboration platform?

My practice is to establish “traditional” minutes of meeting on my company’s template where the date, time, and participant names are recorded. The rest of the minutes of the meeting template is not used, as I prefer to enclose a copy of the specific checklist (including notes made on the day) as a part of the document. Alternatively, the checklist is listed as a reference in the minutes of the meeting.

The checklist
My “gross” checklists contain all issues discussed in the ICE-meeting. After the meeting, I use this “gross” list as a basis for the more systematic, “net” checklist enclosed in the minutes of meeting. The “net” check-list should at least have the following properties:

  • Unique numbering of tasks
  • Describe controllable factors
  • Appoint a person responsible for solving the issue
  • Description of action required
  • Space to allow brief comments from the responsible person
  • Space to sign off actions as completed

In the event that you choose to use Excel for this purpose, the list may look as follows:

Example of a checklist, with a number of task, description, responsible and deadline - here, an informative point

The editable checklist should be made available to all participants in the collaboration platform as soon as possible after the ICE-meeting, in order that each responsible person may tick off their tasks themselves as they are resolved. As soon as the deadline for completing tasks has passed, the design manager should go through the list to ensure that all unresolved issues have been taken care of.

👉 Tip: The format is not important – what is important is that you establish a system that cannot be misunderstood – and that it is one that fits the project.

Summary

As design manager it is important to perform a systematic review of the designed product, in order to ensure that all solutions are worked through to an interdisciplinary consistent concept that may be used as a basis for choices, decisions and later detailed design of the building. The manner by which the IDC is done may vary from project to project. Some are done as ICE-meetings, some as paper or model-based controls consisting of passing around technical models/drawings between disciplines who signed a check box to show that their control was complete. This article has described how an IDC may be conducted in the format of an ICE-meeting.

When planning the IDCs to be performed in your project, it is important to:

  • make the process visible in the project schedule from the beginning
  • ensure that all relevant disciplines and issues are addressed
  • define the level and content of each IDC clearly
  • describe the preparations to be done in advance by each participant
  • communicate the level of involvement expected from each participant clearly

Remember that the follow up and proper documentation of the IDC is legally required, so make sure to allocate sufficient time to finalise this when the IDC is complete.

During COVID, I performed several IDCs as digital ICE-meetings on Teams. I will never forget one such meeting in particular. We were about 2 hours into the meeting, and had already changed from sharing the check list to sharing the BIM-model and back several times. At this point we were about to change from one discipline to another and there were around 15 participants in the meeting. The BIM-model was on the shared screen and my intention was to change the common screen in order to share the check list on my screen with the group. I was mid-sentence when I managed to click on the red “leave” button rather than the black “share” button!

The control panel from Teams - ‘Share’ and ‘Leave’ buttons are dangerously close to each other

My pulse went through the roof, of course, and it felt like an eternity before I managed to re-enter the meeting again only to be met by loud roars of laughter from all the participants – and my client! His welcoming comment was “Haha, I believe Gro managed to hang up on us!”

Gro Overn Mansford
Gro Overn MansfordAuthor of the article
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Gro Overn Mansford works as a design manager in Multiconsult in Oslo (Norway). She has a Master of Engineering in Civil and Environmental Engineering from the University of Newcastle upon Tyne in Great Britain. She has worked in the UK and Ghana (Africa) as a consultant in the fields of wastewater and structural engineering, prior to moving back home to Norway and advancing to the role of engineering design manager. She is experienced in the management of diverse design groups, including all engineering specialities as well as architects, and has through the years been involved in all stages of the design process. She has a passion for the digitalisation of the design process, and is a certified VDC professional. She truly believes that digitalisation combined with sustainability is the future of our industry. She is the mum of 3, and spends her free time with her children when she is not off into the forest with her dog in tow.

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How to plan an efficient design meeting? https://bimcorner.com/how-to-plan-an-efficient-design-meeting/ https://bimcorner.com/how-to-plan-an-efficient-design-meeting/#respond Tue, 22 Nov 2022 07:16:45 +0000 https://bimcorner.com/?p=33111 How to ensure the quality and efficiency of your engineering design meeting? One of the most important things is good planning and well-prepared agenda. In order to be efficient in the meeting,  you can adapt the agenda for the meeting – in a manner that gives the correct items on your action list focus at […]

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How to ensure the quality and efficiency of your engineering design meeting? One of the most important things is good planning and well-prepared agenda. In order to be efficient in the meeting,  you can adapt the agenda for the meeting – in a manner that gives the correct items on your action list focus at the right time. In my experience, the task lists in the Teams Planner App can be a great tool that will aid you in achieving efficient design meetings.

This post was written by BIM Corner’s Guest Author, Gro Overn Mansford.

As a design manager, my use of the Teams Planner App started in earnest in 2019 when I was appointed engineering design manager for a design team consisting of members from 10 different companies. The companies varied in size and level of digitalization, and all members of the design team were based in their home offices throughout the design process. These offices were spread over a large geographical area, making frequent/daily meetings with the team impractical – if not impossible. For this reason, all collaboration in the project was done by means of Teams.

This article deals with construction design management. On BIM Corner you can find series covering this topic – you can read the previous articles here: 

Table of contents

1. Teams Planner – the key to efficient meetings?

The prerequisite to achieving efficient meetings by using the Teams Planner App is that all tasks and interfaces are registered in the app in advance. This might as well be done by any member of the design team as by the design manager, and has, in my projects, become the manner by which my colleagues notify me of new cases or issues that require the design team’s attention.
Every action and interface is entered into the app as a “task item” where the background information and tasks to be completed, including by whom, are described in detail, as shown in the example below.

Actions and interfaces
List of tasks with descriptions in the Teams Planner App

The person responsible for the tasks, as well as those who need information about this, are registered in the task, indicated by the coloured circles containing the initials of the relevant people. Every person registered to a task item is automatically notified by the app every time a new entry is entered into that task item. A new entry can, for example, be a change in the description of the task, the attaching of a supporting document, or a change in status. All correspondence relating to the task item is logged in the item, and is traceable, both with regards to who wrote it and when it was written.

In advance of each meeting – that being ICE-meetings, design meetings, or project management meetings – the agenda for the meeting is established using the task items as a starting point. When each item is assigned a due date (indicated as number 1 below), or with a status (number 2 below), the sorting functions in Planner may be used to filter out the tasks that require attention in the upcoming meeting.

Assigning date and status for a task

When the detailed planning of the meeting commences a couple of days prior to the actual meeting date, the tasks are filtered in order to see which tasks are overdue, or hold the status code, and should be addressed in the said meeting. The filter function is found in the top right-hand corner, as shown in the example below.

Using Teams for filtering of actions
Filtering list of tasks by choosing a due date

The task items are easily moved up and down in each category in order to prioritize these in advance. This is a function I use actively in order to ensure that the most important issues, including any overdue actions, are processed as early as possible. At the same time, I collect the actions for each engineering discipline together in order to be able to dismiss participants from the meeting as early as possible. The meeting request in Outlook is updated with the prioritized task list established in Teams Planner and is distributed to the participants a few days in advance. The update contains instructions regarding which part of the meeting the different participants are expected to participate in, as shown in the following illustration.

Tasks in design meeting agenda
Agenda in the meeting invitation

The meetings are conducted “live” in the Teams Planner App by displaying the app on the screen in the meeting room, or on the digital meeting screen in the event of a Teams or Zoom meeting. Each task item is opened and the information is used as a basis for discussion and decision-making during the meeting. During the meeting, the minutes of meeting for each task is entered directly into the task in question. As they are entered in, a notification is sent to each interested party registered to the task item.

Working in this manner means that there is no need to spend valuable meeting time on task items that were closed or resolved between meetings, as the parties involved in the task have already been informed of its conclusion via the Teams automatic notification function. By using this method of work, we were able to use the time we actually had together in meetings on unresolved items, rather than spending time discussing items already completed.

2. How to achieve fewer and shorter meetings?

As an engineering design manager, a large part of my working day is spent on planning and executing collaborations in the project at hand. It is a fact that a large part of these collaborations traditionally takes place in meetings, and there are often a lot of meetings held in each of our projects – especially in the more intense periods of the projects’ life span. Some of these meetings may be perceived as unnecessary, too long, or of little use to some of the participants. Rest assured that my aim is not to arrange meetings simply to meet up, although that may be great fun! The purpose of meetings is to ensure the design runs smoothly and to facilitate interactions between members of the design team. If you, as the representative of one discipline, contact other disciplines in the group of your own accord and solve the necessary interface issues without us having to arrange a meeting, then you are actively contributing to the reduction of the number of meetings necessary in order to deliver a successful end product.

In the event that your discipline work is on a limited budget and/or time constraint, and you wish to reduce the number of meetings you attend in order to free up time, it is important to remember the following: any discipline that has resolved all their issues and interface challenges, and informed me of this, will not receive invitations to meetings to resolve said issues. An example: a discipline, such as sound engineering, completes and delivers its requirements report early on in the project. In the later stages of the project, they would not be required to attend meetings, as these would not affect the sound design of the buildings.

When planning my meetings, I always strive to achieve efficiency by scheduling related issues demanding the attention of a specific discipline in one section of the meeting. By creating an agenda that reflects this, I free up certain disciplines to attend only the part of the meeting that is relevant to them. This methodology is key when reducing the number of participants, and also the duration of said meeting. In order to assist me in reducing the number and/or length of the meetings in a project, you may contribute by proactively informing me of which issues should be a subject in any one meeting, and which should not, in advance of my detailed planning of the meeting. I am, in fact, asking you to notify me 2-3 days in advance of the meeting in order that I may pay attention to your needs in the development of the agenda.

The plan for the meeting, which is worked out based on what tasks need to be addressed, defines the amount of time to be spent on each issue. It is important to stick to the plan by staying on time during discussions and decisions so that we are able to address all relevant issues and enable all meeting participants to prepare in advance. The more prepared each participant is when entering the meeting, the less time is required on each issue, and the meeting time can be reduced accordingly.

3. Shorter meetings – are they possible to achieve?

More or less all meetings could be shortened by five or ten minutes if all invited participants came on time. In the engineering world, as in many other sectors, it has become increasingly accepted to be late to meetings due to a busy working day. As the meeting facilitator, I see this as a disadvantage, as the rest of the participants in the meeting are forced to wait for the missing person. In an attempt to combat this culture, I have been known to use the following spreadsheet on the big screen as a tool to ensure that participants attended on time in the future. In the spreadsheet, there are columns for each discipline for every meeting, with numbers from 1 to 4, with the following meaning:

  1. Came on time
  2. Came too late
  3. Didn’t show up
  4. Declined the invitation
Attendance metrics
Meeting culture - measuring coming on time

Measuring if people come on time gives some psychological effects. As seen in the graph above, not many meetings took place before all attendants made sure they came to my meetings on time. As a result, we were able to end the meetings earlier than expected at later stages in the project.

4. The key? Planning, planning and more planning!

In summary, how do we plan and achieve efficient meetings in construction projects?

You can do it by:

  • Planning the meetings in advance
  • Having as few people participate as possible
  • Enter new cases/issues into the database before the meeting
  • Write the minutes of the meeting as the meeting progresses by entering the numbers into the Teams Planner App as you speak
  • Planning your work in such a manner that actions and tasks are completed on time, preferably in advance of the meeting
  • Planning your own meeting attendance in a manner that ensures quick and effective processes for your topics of interest. Hint: this may also result in you being released from the meeting earlier than expected
  • Plan your day in a manner that ensures you arrive on time
  • Plan your entries in such a manner that the material is easily absorbed by others, and conclusions may be reached in a timely fashion

In short: be prepared!

At this point, I would like to start an open discussion – how do you plan your meetings? Do you use the Teams Planner App, or some other software? Do you have any points of improvement that you would like to share with others?

Gro Overn Mansford
Gro Overn MansfordAuthor of the article
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Gro Overn Mansford works as a design manager in Multiconsult in Oslo (Norway). She has a Master of Engineering in Civil and Environmental Engineering from the University of Newcastle upon Tyne in Great Britain. She has worked in the UK and Ghana (Africa) as a consultant in the fields of wastewater and structural engineering, prior to moving back home to Norway and advancing to the role of engineering design manager. She is experienced in the management of diverse design groups, including all engineering specialities as well as architects, and has through the years been involved in all stages of the design process. She has a passion for the digitalisation of the design process, and is a certified VDC professional. She truly believes that digitalisation combined with sustainability is the future of our industry. She is the mum of 3, and spends her free time with her children when she is not off into the forest with her dog in tow.

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Why programming is useful for structural engineers: a case study https://bimcorner.com/why-programming-is-useful-for-structural-engineers-a-case-study/ https://bimcorner.com/why-programming-is-useful-for-structural-engineers-a-case-study/#respond Tue, 15 Nov 2022 06:00:00 +0000 https://bimcorner.com/?p=32925 REGISTER NOW! Sign up for free mailing and you will receive a valuable piece of knowledge about Grasshopper every week. Already more than 6,000 engineers study with me and take full advantage of the power of Parametric Design. Join Grasshopper Community! Imagine having to go through over 10 000 values and manually input them into […]

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Imagine having to go through over 10 000 values and manually input them into a model, each one taking several clicks and maybe 10 seconds. That’s 100 000 seconds, or 28 hours of painstaking work. What a nightmare, right? Then imagine having to do it again. And maybe again. This article includes a case study that shows the potential of programming used by structural engineers.

This post was written by BIM Corner’s Guest Author, Johanna Riad.

All software has limitations in its functionality. Software developers walk the fine line between having enough functionality in their program and having such a complicated program users become dizzy (I’m talking about you Revit). The more diverse the users, the more difficult it becomes to cater to everyone’s needs. This doesn’t make it any less frustrating for the user who knows what they want to do, and are just missing the button to do it.

One way of tackling this problem is to use programming to create your own functions through an API*. The following section will describe an example where this approach proved successful.

Table of Contents

1. Case study: WoodHub

woodhub
WoodHub, illustration by C.F. Møller Architects Aesthetica

The engineers at MOE had a project-specific issue that they needed to solve. They were working on a large office project in Odense, where several timber buildings were to be built on the same concrete basement. To work efficiently, they divided the project into several smaller FEM-Design models, which they could analyze and design individually. However, when modelling the basement, loads from the buildings above needed to be transferred and applied to the basement model.

Of course, this could have been done manually, reading all the individual point and line reactions in each superstructure model, and creating a corresponding load in the basement model. This would need to be done for each load case. Any time there would be a design change, the loads from that model would need to be updated.

structural engineers programming
One of the superstructure buildings
structural engineers
The basement model where all loads need to be applied

Luckily, there was a better way. Writing a script to transfer reactions from one model as loads to another was possible, thanks to the FEM-Design API*. A custom script was developed in Grasshopper as a collaboration between MOE and the Strusoft API group. The script works in the following way:

1. Reads a FEM-Design model specified by the user, where the analysis has already been run and results exist (model 1)

2. Deconstructs all the point support and line support reactions for each load case

3. Creates new load cases from all the load cases in model 1, unless specific load cases are provided as input

4. Creates point loads and line loads in the new load cases. The user can provide a limit so that loads smaller than a certain value are omitted. Line loads are simplified according to MOE instructions, so that unnecessary peak values caused by the nature of FE programs are smoothed.

5. Reads a second model where the new load cases are to be introduced (model 2). The script uses the FEM-Design coordinates so it is important that model 2 is placed correctly in the same coordinate system as model 1.

6. Load cases and loads are added to model 2.

7. Model 2 is saved and can be opened in FEM-Design

. . .

Any time that the load transfer needs to be updated, the script can be re-run.

Grasshopper Script Structural Engineer
The final Grasshopper script
Grasshopper Script Structural Engineer
A closer look at the inputs to the script

2. Advantages of programming when you’re a structural engineer

The opinions in the following part of the article are quite subjective, based on experiences in my career so far. I have experience reaping the benefits of programming as well as falling into some common traps. I hope this section will give food for thought for structural engineers that are interested in leveraging programming in their work.

Knowledge in programming can be extremely useful as a structural engineer. I will describe some of the areas where I see the most obvious potential below, and in the next chapter move on to some of the risks.

2.1. Repetitive tasks

When a certain task needs to be repeated several times (in the same project or between different projects) there is often time to save by automating the whole workflow or parts of it. This can be related to the structural design, as well as for example creating drawings or documentation. The case study above is a good example of a repetitive task that is relatively easy to automate. Other examples could be writing the same information on several drawings, designing many similar columns, creating calculation reports, continuously uploading a 3D-model to a web portal for sharing and much, much more.

2.2. Large data quantities

In large projects, the amount of information can start becoming difficult to manage. Being able to take a step back from the individual data objects and look at the larger picture can often be vital. If you’re comfortable working with data to quickly create graphs, visualizations, and other types of summaries you can get a bird’s eye view of the project. This could allow you to see important patterns. For example, if you visualize the carbon footprint of your proposed structure, you may see that a certain part of the structure is causing a large part of the footprint. Knowing this, you may be able to address the issue through redesigning that part of the structure.

It can also be a good idea to use this approach to check for errors. If certain elements or results break an expected pattern, it becomes obvious in appropriate visualizations. When doing this, a good idea is to think of how to make it easier for the human eye to see errors, such as applying color coding to the graph below. Making visualizations like this often only requires quite basic programming knowledge.

2.3. Sensitivity analyses


As structural engineers, we always make assumptions when we (try to) convert reality to a model. The assumptions we make are sometimes generally accepted to be true, but a lot of the time we must use our own engineering judgment. It is important to understand the implications of our assumptions, and one way to gain a better understanding is through sensitivity analyses. If we run a simulation to see what effects other assumptions give, we can take those results into account when designing. Other stiffnesses, creep and shrinkage values, construction sequences etc. can sometimes completely change the structural behavior, which is very useful to know.

2.4. Optimization problems

Another important area where programming is useful is when dealing with optimization problems. In structural engineering, this is often related to saving material, which in turns saves carbon footprint and cost. Doing optimization manually is often too time-consuming, but with the aid of programming, it is often possible to optimize your structures a lot more. Optimizations can also deal with other topics than saving material, like for example saving time through improving the construction sequence or finding ways to optimize the production, transport or assembly of building elements.

3. Challenges!

Having described some of the possibilities of programming, I also want to raise some of the associated challenges and risks. I think that we need to be very aware of these to avoid a development which in best case is unideal and in worst case directly harmful.

One important challenge is that programming is a separate knowledge area from structural engineering. It takes time to learn programming, time that could be spent improving other engineering skills. It can be debated what skills are the most important for a structural engineer to build and focusing too much on programming could potentially make structural engineers more rigid and square (as opposed to creative and able to see nuances). One might want to hire programming specialists, internally or as consultants, to be able to focus on the core structural engineering skills oneself. On the other hand, some basic knowledge of programming is useful to understand the potential and know when it is suitable to ask for help automating a workflow.

Another challenge is the tendency to try to adapt the problem to the programming solution instead of the other way around. The risk is that we over-simplify the task to be able to find an “efficient” programming solution. The solutions created this way are anything but efficient if they fail to capture the real complexity of the problem. This relates to the tendency that I often see where the scope of the proposed programming application is too big. Sometimes engineers try to solve the whole design process through a parametrical model. In my view, this is a kind of utopia for engineers who wish that reality can be reduced to something purely mathematical and logical. Reality is always more complicated, and there are practical issues and exceptions to rules and subjective opinions all over the place. A combination of automated and manual workflows is often a much better idea.

4. Summary

This may seem disheartening at first, but if you think about it, it is actually quite uplifting that what we do as humans cannot completely be replaced by programming. It is the balance of creating programs and automations that work well together with human input and judgment that I find most interesting in my job.

*An API is a programming interface which allows users to communicate with a program through programming

Johanna Riad
Johanna RiadAuthor of the article
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Johanna Riad is an Automated Workflow Specialist for StruSoft, based in our Gothenburg office. Johanna works with building customised workflows for our customers with the help of application programming interfaces (API's). Johanna can support you with consultancy, training courses and developing custom automated workflows for your structural design challenges. This might be anything from simple Excel scripts to more advanced processes, where several different software programs can be connected, to leverage the power of parametric modelling and computational design. Please feel free to get in touch directly with Johanna for any API related enquiries or support.

Automated Workflow Specialist

Phone: +46(0)70 0186 986

Email: johanna.riad@strusoft.com

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