IBM Internet of Things
Revit to Maximo
Doug Wood
[email protected]
Planning for COBie data exchange
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IBM Confidential
Digital Handover will overwhelm the owner with data
Hand-over data
before BIM
What the owner wants for hand-over
The model needs to be filtered when hand-
over data is generated. Hand-over data should
only include:
• All floors and spaces
Hand-over • Only assets that have:
• Significant capital cost
data After BIM • Maintenance requirements that require tracking
• Regulatory requirements
• Product data for all included assets
• Attribute meaningful to the FM process
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Project vs. Portfolio
• The AEC Industry has a project
centric view of buildings
• Each project is unique with its own
team contract approach, and data
standards
• Owner has a portfolio centric
view
• Example:
• Major US university has 1800+ building
over 2000 sq ft
• US government agencies have portfolios of
buildings ranging from several hundred to
tens of thousands
• All those building exist together in the
owners CAFM and IWMS systems
• The Owner needs consistency in their
CAFM system across the portfolio
• If the owner has established standards for
location/room names, equipment names and
classification, the project should use them
• If not, the project team needs to work with the owner
to establish standards or select acceptable industry
standards,
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• Hand-over has to bridge the gap
IBM Confidential
Agreements required for a successful Digital hand-off
For which asset will data be provided?
For each class of assets, What set of attributes are
expected?
What classification hierarchy will be used?
Is hand-over data expected in a standard format
such as COBie
How is Equipment named?
When is the data expected?
- If there is to be more than one drop,
- what data is required for each drop?
Is digital product and maintenance documentation
part of the Hand-over package?
- If not, how are these files to be organized and delivered
- What System will the owner use to store and manage
these files?
How and when are barcodes assigned?
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Design Design
Intent
Design Model
Model Evolution
The model should evolve from
design concepts to operations
without any data loss recapture or
Specification
Engineering reentry.
Bid Model
Construction Construction
Unified Clash
FAB Models Management
Detection Model
System
Document Management
Product Catalog
Construction
Field
“As Built” COBie data
Operations COBie
COBie
Model
Operations
“As
Retrofit
Maintained” Building Control
IWMS CAFM/CMMS
System
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What is COBie?
An Actress?
Construction
Operations
Building
information
exchange
A Spreadsheet
An Open Standard managed by
BuildingSmart
A Relational data model
A Contract Specification that
allows owners to specify what
data is required at hand-over
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COBie Structure
Facility: Single record describing Facility, Site, and Project
Every COBie package must have exactly one Facility
Floor: Level or Floor,
Implicitly reference Facility
Space: Rooms or other indoor or outdoor bounded spaces
References Floor
Component: Any building element that is not a space.
References Space and Type.
Type: Think Family. Describes characteristics common to many components
References Contact
Zone: A collection of Spaces
System: A collection of Components
Job: A sequential set of steps describing a maintenance procedure
References Space and Type.
Contact: Contact reference by email. May imply a company
Attributes: Properties- Name-value pairs
Can reference any row on any other table
Document: References to files or URLs Design models such as those done in Revit
contain:
Can reference any row on any other table • Facility (Implied)
• Floor, Space, Component, Attributes
• Some Types
• May have system or zone
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BIM data flow from Revit to Maximo
Extract Maximo
Data definitions
Build Classification Define Revit Define Forge
Manger database shared parameter Viewer storage
for Maximo
attributes
Define Maximo
filters and
Upload model
Attribute Mapping
file(s)
Create model
Link related model
files
Fail
Revit
Model Maximo
checker COBie Validate
checker Request model
translation
Pass
Pass
COBie export
COBie Import Associate
translated model
with location
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Data Export from Revit
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Revit COBie Export
Extract Maximo
Data definitions
Build Classification Define Revit Define Forge
Manger database shared parameter Viewer storage
for Maximo
attributes
Define Maximo
filters and
Upload model
Attribute Mapping
file(s)
Create model
Link related model
files
Fail
Revit
Model Maximo
checker COBie Validate
checker Request model
translation
Pass
Pass
COBie export
COBie Import Associate
translated model
with location
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Get the right toolkit
http://www.biminteroperabilitytools.com/
Revit includes free add-in toolkits
to validate that the model is
COBie compliant, and to extract
COBie data from the model
Version 2.0 icons are different from previous version so you can tell what is installed
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Steps to Run COBie Export
Setup
Contacts
o Create Contact
Settings
o Specify ID formats: Space, Type, Component, System
o Select attributes for export
Modify
Zone Manager: Create Zones
Elements: Select Family, Type, and Elements to export
Other Elements: Copy data to COBie schedules
Export
Select sheets and run export
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Contact setup
A company registry is build in the COBie toolkit contact
tool. This list becomes the Contact table of the COBie file
Companies for the contact list are used for the Manufacture
property in Revit type. The email from the contact definition is
used as the value of the Manufacturer property
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Room and Space – Typical use
COBie data for all files in the model are concatenated together to
create a single COBie file. When elements with the same name
appear in different model files, the name must be disambiguated
before it is added to the COBie file
Revit category is added to
space and room names to
disambiguate them
Two Maximo records are created for the
same physical space
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Room and Space setup – For Maximo
A separate COBie file is produced for
each file in the model
Room or Space?
The COBie tool kit has a page to select which
components are associated with a room, and
which with a space. The defaults assume a
single model file that contain both rooms and
spaces. If linked models are being used and a
given file only contains one or the other, then
everything should be set to use what is in the
model.
Room and Space names match
Rows with the same name in different
files are merged on import into Maximo
creating a single Maximo record
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COBie Type name
Goal: To create an Identifier for COBie types that is both unique
and human readable. How this is done depends on what data is
in the model and what is desired in Maximo. A generally workable
set of choices is displayed to the right. The Type Mark is
expected to be unique. The other fields provide human readable
information.
COBie Type name becomes the Maximo Product Name
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Making Revit Families Room Aware
Some families may need to be made
“Room Aware” to properly associate
with a Room or Space
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Select Elements
Select by family and type what is exported
Recommendation:
• If you are getting your COBie from someone else,
err on the side of caution and request anything you
might want, then filter at the Maximo import
• If you are doing your own import, then its worth
spending some time fine tuning this and working with
the import filters
• When new elements are added to the model, by
default they are not included in the COBie data even
if the top level family is check for the element. It is
best to review this tab anytime the model has been
modified since the last COBie export
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Other Fields
The COBie toolkit uses several instance and type
parameter prefixed with COBie to store data before
generating the COBie spreadsheet. Some of these
field are copied directly from Revit properties, some
are calculated, and some must be entered by the
modeler. This step updates the copied and calculated
field. It is possible to manually override the copied
and calculated fields. The toolkit provides several
options for updating these fields to prevent
overwriting of manual overrides.
Best practice is to not override any values provide by
the toolkit. Instead to insure that the necessary data
in the model is provided so the toolkit generated the
needed values.
If this is followed, then each time an updated COBie
spreadsheet is to be generated, this screen must be
visited and “Select All” clicked to cause all fields to be
updated
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COBie Export
For Maximo, always select “create new” allow
Maximo to merge the COBie file from linked
models
Note: There are performance issue with the Excel
interface. Writing large COBie data sets can take days
to complete. Most of the data is attributes. Some
careful though about what attributes are actually needed
can improve export performance.
Maximo does not support the Coordinate table
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Data Import into Maximo
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Maximo Model Validation
Extract Maximo
Data definitions
Build Classification Define Revit Define Forge
Manger database shared parameter Viewer storage
for Maximo
attributes
Define Maximo
filters and
Upload model
Attribute Mapping
file(s)
Create model
Link related model
files
Fail
Revit
Model Maximo
checker COBie Validate
checker Request model
translation
Pass
Pass
COBie export
COBie Import Associate
translated model
with location
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Define filters
Filter Type
COBie table the filter applies to
• Substring
• Exact Match
• Regular Expression
Filter string
Filter either specifies what is
included or what is excluded
Filters provide control over what COBie data is imported.
• Filters are applied to the name field of the specified COBie table
• Filters stack. For exclude, if an item matches any filter it is excluded. For include, if an item matches any filter it is
included
• Filters cascade.
• Excluding a type excludes all components that reference the type.
• Excluding a space excludes all components that reference it
• Excluding a floor excludes all spaces, and therefore all components that reference it
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Define Attribute Maps
There are two types of Attribute Map
• Mapping COBie attributes to fields in a Maximo table (Mbo). This is particularly useful when tables have
been extended with custom fields that need to be populated with COBie data
• Overriding the attribute type name matching provided by the import. This is useful when the parameter
names in the model don’t conform to the enterprise standards
Override the import
attribute name matching
Maximo attribute type COBie Attribute name
Populate custom Mbo
Mbo name and field COBie Attribute name fields with COBie data
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IBM Confidential
Add Attribute Maps to the Project
Specification and Field maps are create
Field Map selected from independently of an import project in a
library reusable library then associated with
projects and session
Session map can over ride project map.
Session maps should be used sparingly.
They are only intended to address project
compliance issues.
Specification Map selected
from library
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IBM Confidential
Map COBie systems to Maximo Systems
BIM models typically have a large number of small flat
systems. For example: Each electrical circuit is a system.
Maximo typically has a small number of large deep systems
For example: The electrical grid for a site. The system map
allows systems from a COBie file to be appended to an
existing Maximo system at a specified point instead of
creating a new Maximo system.
The list of all systems in a model may be extracted by
running a validate session
List of all systems in the
model generated by
validate or induvial system
names manually entered Existing System
Member
Existing System Existing System Connection
Member Member Location
Existing System Existing System Header Location with
Member Member COBie System Name
COBie System COBie System COBie System COBie System
Maximo system to which Model Location where model Member Member Member Member
system is to be appended system is appended
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IBM Confidential
Maximo Model Validation
Extract Maximo
Data definitions
Build Classification Define Revit Define Forge
Manger database shared parameter Viewer storage
for Maximo
attributes
Define Maximo
filters and
Upload model
Attribute Mapping
file(s)
Create model
Link related model
files
Fail
Revit
Model Maximo
checker COBie Validate
checker Request model
translation
Pass
Pass
COBie export
COBie Import Associate
translated model
with location
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Model Validation – Create Import Project
This will be the parent location for the
location tree created by the import
starting with a location for the Facility
Unique human readable project name
A value the uniquely identifies the
building in Maximo. Used as a prefix for
auto-generated values for Location and Site used for imported data
AssetNum
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Model Validation – Create Validate Session
Create a new session for any
import or export activity
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Model Validation – Merging Models
If model data is to be add to or
overloaded on existing Maximo data for
the facility, then a Merge session should
be used.
For a Merge session to work, the
location and assetnum field values
generated by the import need to match
the values of the Maximo records they
are to be merged with. There are
several strategies to accomplish this.
Careful use of both the COBie toolkit ID
generation setting and the Maximo
COBIe imprort ID generation settings
Select an existing facility can help, but there will usually be some
location to test merging with amount of manually work
existing data
Once the merge is complete, the
Maximo records are linked to the model
and subsequent import and updates will
automatically match against the data.
The linking also allows the viewer to be
used for these records
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Model Validation – Sample validate messages
ATTRIBUTE:SYSTEM:Mechanical Supply Air 1:Number of Elements is a duplicate
COMPONENT:Mechanical Equipment_41_593090 is missing a reference to SPACE
The reference in TYPE:Plumbing Fixtures_M_Grab Bars_8370-001420 to CONTACT:Bradley Corporation cannot be resolved
Validate ATTRIBUTE TYPE ===> Supply Air Inlet Diameter
Warning: ATTRIBUTE TYPE Supply Air Inlet Diameter Invalid units HVAC_DUCT_SIZE. Units must be defined in Maximo
before they can be imported
Validate ATTRIBUTE TYPE ===> Lighting - Dwelling Unit Connected
Warning: ATTRIBUTE TYPE Lighting - Dwelling Unit Connected Invalid units ELECTRICAL_APPARENT_POWER. Units must
be defined in Maximo before they can be imported
Warning: Item CONTACT:[email protected] - Category Software Architect not found. Categories must be a valid
Maximo classification
Validate FACILITY ===> BSA Office
Validate FLOOR ===> Level 1
Validate SPACE ===> 104
Validate COMPONENT ===> Lighting Devices_646165
Validate SYSTEM ===> Switch System
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Maximo Model Validation
Extract Maximo
Data definitions
Build Classification Define Revit Define BIM360
Manger database shared parameter Viewer storage
for Maximo
attributes
Define Maximo
filters and
Upload model
Attribute Mapping
file(s)
Create model
Link related model
files
Fail
Revit
Model Maximo
checker COBie Validate
checker Request model
translation
Pass
Pass
COBie export
COBie Import Associate
translated model
with location
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COBie Upload
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Importing COBie files
Add filters here
Specify the attribute map
here
COBie files from linked
models are merged here
Select table to import
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COBie Log Record
Updates the % complete
and the # of errors.
Once started, all of the COBie processes such as the import show here run in the background.
• Both the dialog and the browser can be closed and returned to at a later time
• The log is stored in the database providing a permanent record of the import
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Maximo Model Validation
Extract Maximo
Data definitions
Build Classification Define Revit Define BIM360
Manger database shared parameter Viewer storage
for Maximo
attributes
Define Maximo
filters and
Upload model
Attribute Mapping
file(s)
Create model
Link related model
files
Fail
Revit
Model Maximo
checker COBie Validate
checker Request model
translation
Pass
Pass
COBie export
COBie Import Associate
translated model
with location
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Creating storage containers
Apply Maximo security to access
to the container from Maximo
Automatically append BIM360
Application key to insure uniqueness
of the container name
Determines how long model files
stored in this container are retained
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Model upload – Select storage container
The Storage Container list is filtered
by the site and organization seleted
on the Upload Model dialog
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Model upload – Specifying the model file
Automatically register for viewable
translation eliminating that step.
Can’t be used for linked model
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Model upload – Background processing
The model is uploaded from the Maximo
server to the Autodesk cloud in the
background. Progress is displayed on the
Manage Models dialog
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Model upload – Defining links
The list of files available to link is filtered
by the site and org of the master model
For a link to function, the upload
filename must be the same as the
base filename in the link within Revit
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Model Registration
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Model Registration – Monitoring Progress
Translation progress can be monitored
from the Mange Viewable Models dialog
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Associate Model with a location
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Building Information Model Extensions for Maximo
What’s COBie data import
Included?
3D BIM Viewer
Maximo extensions for BIM data
Available on the ISM Library ISM Library
COBie to Maximo Mapping
COBie Maximo Import location
http://www.ibm.com/software/ismlibrary?NavCode=1TW10MA44 .
Facility Location and COBie import project
Floor Location
Space Location
Component Location and Asset
Standards
• IFC http://www.iai-tech.org/ifc/IFC2x4/beta3/html/index.htm
System System (Category configurable)
• gbXML http://www.gbxml.org/
Zone System (Category configurable) • COBie http://www.wbdg.org/resources/cobie.php
Type Product (New for COBie support), • OMNIClass http://www.omniclass.org/
Item
Attribute Specifications for: Location, Asset, COBie Certified
Product, Item
http://buildingsmartalliance.org/index.php/newseve
Contact Person, Company, Company Contact
nts/proceedings/cobie2011challenge
Document Attachment
Job Job Plan, InvVendor, PM, ProductJob Marketing POC Technical POC
(New)
name: Kawon Park name: Doug Wood
Resource Toolitem, Job Plan Tools
phone: 978-899-4581 email:
[email protected]Spare Product parts (New) email:
[email protected] 47
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