Information Delivery Manual: Roadmap

Adopted at the International User Group meeting in Abu Dhabi 30-31 March 2011

Contact information: International IDM Coordinator Jan Karlshj, jan.karlshoej@gravicon.dk, +45 2463 7721

Copenhagen: 10-12-2011

International User Group

IDM Roadmap: Background

The Executive User Committee (UserCom) initiated develop of an IDM Roadmap
Steen Sunesen, NO and Jan Karlshj, DK made the initial draft which was presented for UserCom in New York, December 2010 UserCom ask IUG for adoption of the Roadmap

Purpose of the Roadmap

Identify the most important exchange scenarios during a lifecycle of a facility that should be support by IDMs Prioritise which IDMs that should be developed first Stimulate development and implementation of the top prioritised IDMs Attract sponsors to financially support the development of the top prioritised IDMs

Content of the Roadmap

Only identify overall exchange scenarios Identified top prioritised IDMs Indicate if development of the identified IDMs have started or not

International User Group

IDM Roadmap: Preconditions and methodology

Prerequisites
Uses ISO 29481-1:2010, Table A.1 * Mapped to OmniClass table 31 Define a list of Services Services mapped to OmniClass table 32

Layout methodology
Roadmap as a Matrix Stages; Pre-lifecycle, Pre-Construction, Construction, Post-construction Services There has been identified individual IDMs for each stage/phase. First and second level of top prioritized IDMs have been identified and in which areas development already has started (Parties are not included yet)

International User Group

OmniCLass Table 31 Inception Pre-lifecycle stages 31 10 11 00 Needs Identification Phase Portfolio requirements

Lifecycle Stages in ISO 29481

31 10 45 00 Preliminary Design Phase Outline feasibility 31 10 45 00 Budgeting Phase 31 20 10 00 Preliminary Project Description Phase 31 20 20 00 Design Development Phase 31 25 00 00 Construction Documents Stage 31 40 00 00 Execution Stage Substantive feasibility Design Outline conceptual design Full conceptual design

Construction stages

31 40 00 00 Execution Stage

Maintenance

31 50 00 00 Utilization Stage

Post-construction stages

Demolition

31 60 00 00 Closure Stage

International User Group

Brief

31 10 14 00 Concept Phase Conception of need

Pre-Construction stages

Coordinated design(and procurement Production Production Information

IDM Roadmap: ISO Stages mapped to OmniClass Table 31

Construction

Operation and maintenance

Disposal

IDM Roadmap: IDM Services mapped to OmniClass Table 32

Service
Client's needs

OmniClass
32-41 21 00 Design Services, Programming 32-41 81 00 Design Services, Validating 32-57 81 13 Implementation Services, Assuring, Inspecting 32-81 61 00 Governmental Service, Regulating 32-57 71 15 Implementation Services, Postconstructing, Commissioning 32-49 11 00 Modeling

Regulatory Modeling

Performance Analysis
Cost Construction Operate Documentation Coordination Presentation
International User Group

32-35 57 13 Conceptualization Services, Information Processing, Analyzing

32-35 51 11 Conceptualization Services, Quantifying, Taking Off 32-11 00 00 Transactional Services, Estimating 32-57 61 00 Implementation Services, Constructing 32-65 21 Utilization Services, Operating 32-65 31 00 Utilization Services, Maintaining 32-49 61 00 Documentation Services, Record Keeping 32-35 57 19 Conceptualization Services, Information Processing, Coordinating 32-49 51 00 Documentation Services, Recording

IDM Roadmap: Services, Lifecycle stages and IDM

ISO 29481-1:2010, Table A.1 Stages

Services

IDM

IDM
IDM IDM IDM

IDM

International User Group

IDM Roadmap: Identified IDM per stage per service

Services ISO 29481-1:2010, Table A.1: Pre-lifecycle stages
Inception Portfolio requirements Client's needs Brief Conception of need Design brief to design Compare proposal with brief Client's evaluation Regulatory Modelling Existing conditions building/ environment to design Make Archi. BIM model Make Elect. BIM modeL Make HVAC. BIM model Make Struc. BIM model Make Georeferencing Do code compliance checking Outline feasibility Substantive feasibility

International User Group

IDM Roadmap: Identified IDM per stage per service

Services ISO 29481-1:2010, Table A.1: Pre-lifecycle stages
Inception Portfolio requirements Performance Analysis Brief Conception of need Outline feasibility Perform energy analysis Perform HVAC control analysis Perform Structural analysis Perform Elec analysis Perform Daylight analysis Perform Egress analysis Perform LCC analysis Perform security analysis Cost Coordination Presentation
International User Group

Substantive feasibility

Make quantity take-off Perform cost analysis Perform consistency control Visualize Solution

IDM Roadmap: Identified IDM per stage per service

Services ISO 29481-1:2010, Table A.1: Pre-construction stages
Design Outline conceptual design Clients needs Compare proposal with brief Full conceptual design Compare proposal with brief Coordinated design(and procurement) Compare proposal with brief Client's evaluation Regulatory Modelling Do code compliance checking Make Archi. BIM model Make Elect. BIM model Do code compliance checking Make Archi. BIM model Make Elect. BIM model Make Archi. BIM model Make Elect. BIM model

Make HVAC. BIM model

Make Struc. BIM model Performance Analysis Perform energy analysis Perform HVAC control analysis

Make HVAC. BIM model

Make Struc. BIM model Perform energy analysis Perform HVAC control analysis

Make HVAC. BIM model

Make Struc. BIM model

Perform Structural analysis

Perform Elec analysis Perform Accessibility analysis Perform Acoustic Simulation
International User GroupPerform Daylight analysis

Perform Structural analysis

Perform Elec analysis Perform Accessibility analysis Perform Acoustic Simulation Perform Daylight analysis

IDM Roadmap: Identified IDM per stage per service

Services ISO 29481-1:2010, Table A.1: Pre-construction stages
Design Outline conceptual design Performance Analysis cont. Perform Egress analysis Perform LCC analysis Enhance element with Fire requirements Perform security analysis Cost Documentation Coordination Presentation Perform Consistency control Visualize Solution Perform Consistency control Visualize Solution Make quantity take-off Perform cost analysis Full conceptual design Perform Egress analysis Perform LCC analysis Coordinated design(and procurement)

Perform security analysis Make quantity take-off Perform cost analysis Make quantity take-off Perform cost analysis BIM handover to contractor Make FM documentation Perform Consistency control Visualize Solution

International User Group

IDM Roadmap: Identified IDM per stage per service

Services ISO 29481-1:2010, Table A.1: Construction stages
Production Production Information Clients needs Regulatory Cost Construction Make quantity take-off Perform cost analysis Find construction products Sim.construction sequencing Perform procurement Perpare safty on site Control machinery Handle construction logistics Documentation BIM handover to subcontractor Make production doc. Make FM documentation
International User Group

Construction Compare proposal with brief Start commissioning

Compare proposal with brief

Perform cost analysis

Coordination Presentation

Perform consistency control Visualize Solution Visualize Solution

IDM Roadmap: Identified IDM per stage per service

Services ISO 29481-1:2010, Table A.1: Post Construction stages
Maintenance Operation and maintenance Performance Analysis Regulatory Perform energy optimization Monitor building Recycle material Demolition Disposal

Prepare demolition of building

Operation Documentation Manage spaces Schedule maintenance Make FM documentation Make FM docu. from non BIM Create opera. doc. from BIM
International User Group

IDM Roadmap: Prioritised IDMs

The main purpose of an Information Delivery Manual is to certify that the relevant data is communicated in such a way that the software at the receiving end can interpret it. It is important point out that in order to make an Information Delivery Manual functional, it has to be supported by software. By identifying and focusing on top prioritized IDMs the aim is to gain momentum and profit on already existing results. Several areas have been identified as crucial for the industry as shown in the tables. The top prioritized IDMs are subdivided into a primary and secondary group as shown in the following tables.

International User Group

IDM Roadmap: Prioritised Information Delivery Manual (IDM)

Services ISO 29481-1:2010, Table A.1: Pre-lifecycle stages
Inception Portfolio requirements Performance Analysis Brief Conception of need Outline feasibility

Primary

Secondary

Substantive feasibility

Perform energy analysis Perform HVAC control analysis Perform Structural analysis Perform Elec analysis

Perform Daylight analysis

Perform Egress analysis Perform LCC analysis Perform security analysis Cost Coordination Presentation
International User Group

Make quantity take-off Perform cost analysis Perform consistency control Visualize Solution

IDM Roadmap: Prioritised Information Delivery Manual (IDM)

Services
Design Outline conceptual design Clients needs Compare proposal with brief Full conceptual design

Primary

Secondary

ISO 29481-1:2010, Table A.1: Pre-construction stages

Coordinated design(and procurement) Compare proposal with brief Client's evaluation

Compare proposal with brief

Regulatory Modelling

Do code compliance checking Make Archi. BIM model Make Elect. BIM model

Do code compliance checking Make Archi. BIM model Make Elect. BIM model Make Archi. BIM model Make Elect. BIM model

Make HVAC. BIM model

Make Struc. BIM model Performance Analysis Perform energy analysis Perform HVAC control analysis

Make HVAC. BIM model

Make Struc. BIM model Perform energy analysis Perform HVAC control analysis

Make HVAC. BIM model

Make Struc. BIM model

Perform Structural analysis

Perform Elec analysis Perform Accessibility analysis Perform Acoustic Simulation
International User GroupPerform Daylight analysis

Perform Structural analysis

Perform Elec analysis Perform Accessibility analysis Perform Acoustic Simulation Perform Daylight analysis

IDM Roadmap: Prioritised Information Delivery Manual (IDM)

Services
Design Outline conceptual design Performance Analysis cont. Perform Egress analysis Perform LCC analysis Enhance element with Fire requirements Perform security analysis Cost Documentation Coordination Presentation Perform Consistency control Visualize Solution Make quantity take-off Perform cost analysis Full conceptual design Perform Egress analysis Perform LCC analysis

Primary

Secondary

ISO 29481-1:2010, Table A.1: Pre-construction stages

Coordinated design(and procurement)

Perform security analysis Make quantity take-off Perform cost analysis Make quantity take-off Perform cost analysis BIM handover to contractor Make FM documentation Perform Consistency control Visualize Solution Perform Consistency control Visualize Solution

International User Group

IDM Roadmap: Prioritised Information Delivery Manual (IDM)

Services
Production Production Information Clients needs Regulatory Cost Construction Make quantity take-off Perform cost analysis Find construction products Sim.construction sequencing Perform procurement Perpare safty on site Compare proposal with brief

Primary

Secondary

ISO 29481-1:2010, Table A.1: Construction stages

Construction

Compare proposal with brief

Start commissioning

Perform cost analysis

Control machinery Handle construction logistics Documentation BIM handover to subcontractor Make production doc. Make FM documentation
International User Group

Coordination Presentation

Perform consistency control Visualize Solution Visualize Solution

IDM Roadmap:
Content table for Primary prioritised Information Delivery Manual (IDM)
IDM Perform energy analysis Make Archi. BIM model Stage Outline feasibility Outline conceptual design Full conceptual design Coordinated design(and procurement) Service Performance Analysis Modeling

Make Elect. BIM model

Outline conceptual design Full conceptual design Coordinated design(and procurement)

Outline conceptual design Full conceptual design Coordinated design(and procurement) Outline conceptual design Full conceptual design Coordinated design(and procurement) Coordinated design(and procurement) Coordinated design(and procurement) Coordinated design(and procurement) Coordinated design(and procurement)

Modeling

Make HVAC. BIM model

Modeling

Make Struc. BIM model

Modeling

Make quantity take-off Perform cost analysis Make FM documentation

International User Group

Costing Costing Documentation Coordination

Perform consistency control

IDM Roadmap:
Content table for Secondary prioritised Information Delivery Manual (IDM)
IDM Design brief to design Perform LCC analysis Do code compliance checking Perform procurement Make FM documentation Stage Conception of need Outline feasibility Full conceptual design Production Information Construction Service Client's needs Performance Analysis Regulatory Construction Documentation

International User Group

IDM Roadmap: Existing IDMs

Current Capabilities
A number of IDM projects were started simultaneously as the methodology was developed. Several of the IDM project have lead to specifications that have been tested in real construction projects or competitions. The concept is today explored and collaborative efforts are being made in order to make IDMs that can be used. Despite the progress it is conclusive that it is a challenge to make IDMs in some areas, because there is a lack of structured and well-documented processes. In such cases, it is necessary to agree on the processes and the relevant activities and exchange requirements. In some cases it is necessary to have the IDM development work followed by a software development phase. This means that if the software development is nonexistent it will not be possible to get the expected results. It is therefore crucial to make sure that the initiator behind an IDM has a clear strategy on how to get the IDM implemented in software solutions.

International User Group

IDM Roadmap: Existing Information Delivery Manual (IDM)

Services ISO 29481-1:2010, Table A.1: Pre-lifecycle stages
Inception Portfolio requirements Brief Conception of need Outline feasibility

IDMs initiated

Substantive feasibility

Client's needs

Design brief to design

Compare proposal with brief Client's evaluation

Regulatory Modelling

Do code compliance checking

Existing conditions building/ environment to design

Make Archi. BIM model Make Elect. BIM modeL Make HVAC. BIM model Make Struc. BIM model Make Georeferencing

International User Group

IDM Roadmap: Existing Information Delivery Manual (IDM)

Services ISO 29481-1:2010, Table A.1: Pre-lifecycle stages
Inception Portfolio requirements Performance Analysis Brief Conception of need Outline feasibility

IDMs initiated

Substantive feasibility

Perform energy analysis Perform HVAC control analysis Perform Structural analysis Perform Elec analysis

Perform Daylight analysis

Perform Egress analysis Perform LCC analysis Perform security analysis Cost Coordination Presentation
International User Group

Make quantity take-off Perform cost analysis Perform consistency control Visualize Solution

IDM Roadmap: Existing Information Delivery Manual (IDM)

Services
Design Outline conceptual design Clients needs Compare proposal with brief Full conceptual design

IDMs initiated

ISO 29481-1:2010, Table A.1: Pre-construction stages

Coordinated design(and procurement) Compare proposal with brief Client's evaluation

Compare proposal with brief

Regulatory Modelling

Do code compliance checking Make Archi. BIM model Make Elect. BIM model

Do code compliance checking Make Archi. BIM model Make Elect. BIM model Make Archi. BIM model Make Elect. BIM model

Make HVAC. BIM model

Make Struc. BIM model Performance Analysis Perform energy analysis Perform HVAC control analysis

Make HVAC. BIM model

Make Struc. BIM model Perform energy analysis Perform HVAC control analysis

Make HVAC. BIM model

Make Struc. BIM model

Perform Structural analysis

Perform Elec analysis Perform Accessibility analysis Perform Acoustic Simulation
International User GroupPerform Daylight analysis

Perform Structural analysis

Perform Elec analysis Perform Accessibility analysis Perform Acoustic Simulation Perform Daylight analysis

IDM Roadmap: Existing Information Delivery Manual (IDM)

Services
Design Outline conceptual design Performance Analysis cont. Full conceptual design

IDMs initiated

ISO 29481-1:2010, Table A.1: Pre-construction stages

Coordinated design(and procurement)

Perform Egress analysis Perform LCC analysis Enhance element with Fire requirements Perform security analysis

Perform Egress analysis Perform LCC analysis

Perform security analysis Make quantity take-off Perform cost analysis Make quantity take-off Perform cost analysis BIM handover to contractor Make FM documentation

Cost Documentation Coordination Presentation

Make quantity take-off Perform cost analysis

Perform Consistency control Visualize Solution

Perform Consistency control Visualize Solution

Perform Consistency control Visualize Solution

International User Group

IDM Roadmap: Existing Information Delivery Manual (IDM)

Services
Production Production Information Clients needs Compare proposal with brief Make quantity take-off Perform cost analysis Construction Find construction products Sim.construction sequencing Perform procurement Perpare safty on site

IDMs initiated

ISO 29481-1:2010, Table A.1: Construction stages

Construction Compare proposal with brief Start commissioning Perform cost analysis

Regulatory
Cost

Control machinery Handle construction logistics Documentation BIM handover to subcontractor Make production doc. Make FM documentation Coordination International User Group Presentation Perform consistency control Visualize Solution Visualize Solution

IDM Roadmap: Existing Information Delivery Manual (IDM)

Services ISO 29481-1:2010, Table A.1: Post Construction stages
Maintenance Operation and maintenance Performance Analysis Regulatory Perform energy optimization Monitor building Demolition Disposal

IDMs initiated

Recycle material Prepare demolition of building

Operation
Documentation

Manage spaces
Schedule maintenance Make FM documentation Make FM docu. from non BIM Create opera. doc. from BIM

International User Group

IDM Roadmap: Summary

The IDM development process
Has the objective of understanding business requirements for information exchange and/or sharing and developing an object model and software implementations that can be used by practitioners within the industry to satisfy those requirements. It is a process that results in a number of components whose interaction is examined in the IDM Technical Architecture section

The prioritized IDMs

Are characterized by their support of exchange scenarios that frequently occur and aims at both to ease the job for the involved parties as well as increase the quality of the end product.

buildingSMART is looking for organizations and sponsors

That whish to participate in developing the prioritized IDMs. By their participation they will be able to influence the outcome, include their companys, national or regional requirements into the process in order to make the final result applicable for their own needs.

International User Group

IDM Roadmap: Invitation letter

A single page document have been produced to encourage organizations to take active part in or sponsor the development of top prioritised Information Delivery Manuals.

International User Group