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Autodesk Vault Professional and Microsoft Sharepoint for Engineering Collaboration Edwin Elmendorp, Cadac Group

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Autodesk Vault Professional and Microsoft Sharepoint for Engineering Collaboration Edwin Elmendorp, Cadac Group Autodesk Vault Professional and Microsoft SharePoint for Engineering Collaboration Edwin Elmendorp, Cadac Group Code CV5861-P This class will examine the challenges of data management for large capital projects and provide solutions and best practices for effective implementation of a comprehensive data management solution that works seamlessly with Autodesk Vault Professional and Microsoft SharePoint software. During this course, participants will learn to most effectively utilize both tools for data management. We will also touch upon document control, master document register management, transmittals, model management, deliverables, progress tracking, and much more. Autodesk Vault Professional and Microsoft SharePoint for Engineering Collaboration 1 Learning Objectives ............................................................................................................ 4 1.1 Intended Audience ....................................................................................................... 4 1.2 About the Speaker ....................................................................................................... 4 2 Introduction ......................................................................................................................... 5 3 Asset Information Management: A Decades-Long Challenge ............................................ 7 4 The Asset Life Cycle, Major Developments, and Capital Projects ....................................... 8 4.1 Asset Development ...................................................................................................... 8 4.1.1 Asset Development: Research .............................................................................. 9 4.1.2 Asset Development: Feasibility ............................................................................. 9 4.1.3 Asset Development: Pre-Feed .............................................................................10 4.1.4 Asset Development: FEED .................................................................................10 4.1.5 Asset Development: Detailed Design ...................................................................11 4.1.6 Asset Development: Construction .......................................................................11 4.2 Turnover and Commissioning .....................................................................................12 4.2.1 Turnover of Asset Information .............................................................................12 4.3 Asset Operations and Maintenance ............................................................................14 4.3.1 Operations Process Overview ..............................................................................15 4.3.2 Change Requests ................................................................................................15 4.3.3 Operational Access ..............................................................................................16 4.3.4 “As-Built” Document Repository ...........................................................................16 4.3.5 Handout and Return.............................................................................................16 4.3.6 Maintenance and Repair ......................................................................................17 2 / 32 Autodesk Vault Professional and Microsoft SharePoint for Engineering Collaboration 4.3.7 Modification Projects ............................................................................................17 4.3.8 Vendors ...............................................................................................................17 5 Differences between Document Control and Engineering Data Management ....................19 5.1 Basic Elements for an EPC-Type Project ....................................................................19 5.2 The EPC Project Software Ecosystem ........................................................................20 5.3 The List of Deliverables – Stepping Away From “Excel Hell” .......................................21 5.4 Engineering Deliverable Life Cycle .............................................................................23 5.4.1 Design .................................................................................................................23 5.4.2 Engineering .........................................................................................................23 5.4.3 Construction and Use ..........................................................................................24 5.5 The Best of Both Worlds .............................................................................................24 6 Strengths and Weaknesses of Microsoft SharePoint and Autodesk Vault Professional ......25 6.1 Microsoft SharePoint ...................................................................................................25 6.2 Autodesk Vault Professional .......................................................................................27 6.3 About the Autodesk Integration for Vault and SharePoint............................................28 6.3.1 Autodesk Vault Web Client (OTB Vault PRO) ......................................................28 6.3.2 Autodesk Vault SharePoint Integration (OTB Vault PRO) ....................................28 6.3.3 Autodesk Vault Publish to SharePoint (OTB Vault PRO) .....................................28 6.3.4 Cadac Organice Vault Connector.........................................................................29 7 Bibliography .......................................................................................................................31 3 / 32 Autodesk Vault Professional and Microsoft SharePoint for Engineering Collaboration 1 Learning Objectives At the end of this class, you will be able to: Identify major development phases for assets Understand and effectively explain the major differences between document control and engineering data management Recognize the strengths and weaknesses of Microsoft SharePoint and Autodesk Vault Professional in large capital projects Understand document and data management requirements for the various phases in asset development 1.1 Intended Audience The intended audience for this course is project managers and document control managers interested in learning more about data management solutions for capital projects. 1.2 About the Speaker Edwin Elmendorp holds a bachelor’s degree in computer science from Zuyd University in The Netherlands. He has more than 10 years of experience helping major operators as well as engineering, procurement, and construction companies implement SharePoint and Vault software solutions for data management and document control. Edwin is the president of Cadac Group Americas, and during his time in this position he has grown the Cadac brand extensively, focusing mostly on international expansion. Edwin lives with his family in Houston, Texas. 4 / 32 Autodesk Vault Professional and Microsoft SharePoint for Engineering Collaboration 2 Introduction This handout will provide background information to support the successful use of Autodesk Vault Professional and Microsoft SharePoint for Engineering Procurement Construction (EPC) projects and asset operations. We will explore the business requirements and discover how the proposed technologies fit into this business model. As this hand-out explains a number of general concepts, the main focus is controlled documents (deliverables) in the context of EPC projects and owner-operators. The definition of an “EPC firm” is somewhat broad: Some companies execute only engineering procurement (EP) projects while others perform “EPCM” or “EPCI”. For a more comprehensive discussion, see: THEIAM or EPC Similarly, the term, “asset management” also covers many different aspects. According to Wikipedia: “Infrastructure asset management is the combination of management, financial, economic, engineering, and other practices applied to physical assets with the objective of providing the required level of service in the most cost-effective manner. It includes the management of the entire lifecycle - including design, construction, commissioning, operating, maintaining, repairing, modifying, replacing and decommissioning/disposal - of physical and infrastructure assets. Operating and sustainment of assets in a constrained budget environment require a prioritization scheme.” The scope of this definition can be applied to almost every physical asset including chemical plants, mines, bridges, tunnels and highways, energy utilities, offshore production platforms, pipelines, and more. Regulatory requirements for designing, implementing, and operating the asset can vary, depending on the type of industry and even the type of environment a company is working in: Offshore industry: Lloyd’s Register is used for classification and certification of marine vessels and equipment Infrastructure in the USA: FHWA is one of the governing bodies in the USA for new and updated infrastructure Chemical plants: PSM Process and Safety Management for the management of hazardous materials Because of these and other differences, data models will differ greatly from industry to industry. Another factor is that some of these bodies allow for different interpretations of their regulations. 5 / 32 Autodesk Vault Professional and Microsoft SharePoint for Engineering Collaboration Combined with many years of operational data, the constant evolution
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