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© 2011 Autodesk Application of Standards for a Substation Design Solution Arnold Fry Michael Patchus Manager, Substation Engineering Standards SDS Vault Administrator Duke Energy Duke Energy

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Page 1: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Application of Standards for a Substation Design SolutionArnold Fry Michael PatchusManager, Substation Engineering Standards SDS Vault AdministratorDuke Energy Duke Energy

Page 2: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Class Summary

Summary ~ Abstract: Learn how to customize substation design infrastructure to comply with your

company standards Identify and revise out-dated or inadequate company standards Improve drawing efficiency, accuracy, coordination, and overall productivity with

the use of consistent and enforced company standards

Page 3: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Learning Objectives

At the end of this class, you will be able to: Understand how SDS integrates all aspects of Substation Design Describe how Autodesk® Vault Professional works and identify the

recommended configuration Communicate the critical need for industry Standards Address your staff’s natural fear of change Explain the workflows for establishing standard libraries Identify alternate training resources Assist your engineers & designers in becoming part of an industry user group

Page 4: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Duke Energy

Page 5: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Power Delivery Engineering

Project Engineering (Substations) 3 Engineering Offices

(Charlotte, Plainfield, Cincinnati) 3 Satellite Offices

(Greenville, Fairfax, Toddville) Over 3,500 Electrical

Substations in 5 states

Page 6: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

History of Substation Design Solution (SDS)

2006 – Concept for Substation Design Tool developed

2008 – Request for Proposal Issued for SDS

2010 – SDS Implemented in Charlotte

2011 – SDS Software Upgrade to Version 2012

Page 7: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

What makes up Duke’s Substation Design Solution?

Autodesk Inventor Routed Systems Suite

AutoCAD Electrical Autodesk Vault Professional Autodesk Civil 3D Autodesk Raster Design Custom Interface to

Enterprise Systems: Maximo Filenet GE Smallworld

Page 8: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Standards Used in Enterprise Systems - Maximo

Page 9: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Introduction:Common Myths & Misconceptions

Page 10: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Common Myths & Misconceptions

Standards Group is trying to control us I’ve been doing this for 30 years…I know what I’m doing Using new standard systems will slow me down Do you know how much work this is going to take to set this up? Our library is already build…with CAD blocks.

Why recreate them in the new software? I like the demo but it will never work If we ignore it long enough it will go away That’s the way we do it here Why change it if it isn’t broke

Page 11: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional: Where Standards and Productivity come together

Page 12: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – How It Works

Autodesk® Vault Professional is a file management and version control system used to manage engineering files.

Integration with Microsoft SharePoint Fully integrated with all Autodesk design

applications Concurrent Design Quick & Simple Data Searching Intuitive Revision Management

Page 13: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Folder Structure

In order to accommodate a large number of designs within the vault, a proper folder hierarchy is required.

There are two types of folders within vault Working Folders

The folder structure of the vault mirrors the folder structure on the user’s local machine

The working folder is set and enforced by the vault administrator to maintain consistency for all users

Library Folders Used to store parts & assemblies which are used in

multiple designs. READ ONLY – parts & assemblies in Library folders

cannot be edited

Page 14: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Library Folder Structure

Libraries in Vault Content Center

Standard CC Libraries customized with Duke Energy Stock Numbers embedded in parts

Compatible Parts available from the Duke Energy Stock

System CRAP – Commonly Reused Assembled

Parts Assemblies which do NOT have stock

numbers, but are frequently used.

Page 15: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Project Folder Structure

Designs (Vault Root) Root folder for all vault files

Library Holding Folder Folder for parts to be published to libraries

Geographic Regions Subfolder for organization of regional

substations Station Folders

Subfolder for models, drawings and documents

Subfolders for each element of the project design

Page 16: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Built-In Tools & Features

Use Autodesk® Vault Professional automatically manages all phases of the design process from initial concept to final As-Built drawings Change Orders – provide a historical record of

why, how, and when changes were made Lifecycles – the process used to track products

from inception through retirement Revisions – a collection of file versions with a

common “label” representing the work done to achieve a desired change

Using the tools will increase efficiency and reduce errors in the design process

Page 17: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Now the REAL Story….

IT IS IN CONTROL OF VAULT INSTALLATION IT Involvement with the Vault installation forced a deviation from Autodesk’s

recommended installation guidelines Elements of Vault were scattered across multiple servers to comply with IT’s “standard”

rules for software installations on servers Each server runs security checking and virus protection causing Vault to perform

extremely slow every time a Vault file is accessed As a result of the “scattered” installation, additional network traffic adds to the slow

performance KEEP YOUR VAULT INSTALL AS SIMPLE AS POSSIBLE DON’T DEVIATE FROM RECOMMENDED INSTALLATION PROCEDURES

Page 18: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Now the REAL Story….

Page 19: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Now the REAL Story….

FILE/DRAWING NAMING SCHEME With multiple regionally based standards in place, EVERY division/group within Duke

Energy had their “own way of numbering drawings” Most required a SECRET DECODER ring to understand the scheme

Defining a company-wide standard through a GROUP consensus approach resulted in MONTHS of meetings and discussions with virtually no progress made towards an agreed upon scheme

Page 20: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Now the REAL Story….

SUPERSEDING EXISTING DRAWINGS With multiple regionally based standards in place for superseding drawings, EVERY

division/group within Duke Energy had their “own idea of what to do with existing drawings” Most groups just could not let go of their old AutoCAD® drawings

Physical groups could not grasp the concept that the existing 2D drawings couldn’t be brought into the Autodesk® Inventor® 3D environment

Electrical groups couldn’t understand why the old drawings would not work inside of AutoCAD® Electrical A lack of understanding how the new software worked (despite significant vendor training) impeded

the development of a supersedure standard

Page 21: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk® Vault Professional – Now the REAL Story….

TITLE BLOCK DATA With multiple regionally based standards in place, EVERY division/group/designer within

Duke Energy had their “own way of filling out drawing title blocks” Some abbreviated, some didn’t Some were brief, other quite verbose with the drawing title Some included station ratings, other didn’t feel it was necessary

In general, it was pretty much left to the individual to include whatever information they deemed necessary in the title block

Page 22: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Substation Design Solution:Accessing data that already exists

Page 23: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Title Blocks - Making use of Existing Data

Drawing Title Blocks Nearly every piece of information

required on our drawings already resides within our Enterprise Asset Management (EAM) system.

SDS polls the EAM database, retrieves the substation data and populates our Autodesk® Inventor® and AutoCAD® Electrical file properties

Title blocks utilize the EAM data and are COMPLETELY automatic

Page 24: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Title Blocks – Now the REAL Story….

Committee was formed to identify the required data fields and standardize the title block

After MONTHS of weekly meetings, NO clear consensus could be agreed upon, mainly due to resistance to changing regional habits/preferences. “Our office has to have this property” “Our clients have to have this property” “We don’t use that property here” “That’s not what our title block looks like”

No true progress was made until Management DIRECTED offices to utilize the new title block A very small group developed a proposed title block Presented the plan to Management highlighting both the Benefits & Consequences Integrated the approved title block into templates

Page 25: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Standards:“I know what I’m doing! We don’t need no stinkin’ standards!”

Page 26: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Standards – Keeping Everyone on the Same Page

A standard is required whenever more than one person is doing the same task Don’t rely on word of mouth ~ document standards

Consider Electronic Standards vs. Paper Standards Examining current standards – are they outdated? Using the built-in software tools to maintain and enforce standards Agreeing on standards – it can be a battle of wills

Overcoming the “ownership” issue with standards Top down approach to standards implementation Bottom up approach to standards implementation

Page 27: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Standard Libraries:“I get so tired building the same parts for every project.”

Page 28: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Standard Part Models

Standard content How much is enough? How much is too much?

Putting standard libraries & catalogs to everyday use

Building standard libraries & catalogs Where do the parts come from? Where can I get more?

Use standard library development as a learning tool

NEVER build the same part (or assembly) more than once

Page 29: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Vendor Content

Vendors can be a great source of Library Models Contact Equipment Vendors Require 3D Models of Equipment in addition to normal “outline” drawings Provide guidance and part building standards to ensure models meet your

requirements

Page 30: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Change:“How dare you try to change what I do!”

Page 31: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Your design staff’s natural resistance to change

People are comfortable in what they know Learning new tasks or workflows can be a challenge

Fear the amount of time to learn the new process Worried about project schedules

Not fully understanding why something is changing creates a resistance mindset Often see change for the sake of change Oblivious to the value of the change Often don’t see the “Big Picture”

Page 32: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Methods to get over the “change” hurdle

Present the “Big Picture” to staff early in the process State firmly, both early and often, “This is how we will do things in the near

future.” Ensure staff knows that a commitment to this change has been made Stress that this change is not open for discussion Processes may be discussed, but the change will happen

Identify early in the process, several “key” staff members who’s acceptance of the change will spur others

Provide adequate transition time for staff to become comfortable using the new tools

Provide adequate and frequent training to staff

Page 33: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Training:What to do when you need to know more!

Page 34: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Getting your people trained

Training on new software is essential for success Implementation and configuration Acceptance of the software by the users.

Failure to properly convey the purpose and intent of the software will impede the effectiveness of the product.

Effective and comprehensive training will empower the users to accept and understand the software.

Ignorance breeds contempt is an appropriate saying when it comes to users and new software.

Page 35: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Additional Training Options

Contact your Autodesk Reseller about: Additional available training CUSTOM training

Attend AU Attend CAD Camp Join AUGI Join the Autodesk Manufacturing Community Hire an Autodesk Reseller Technical Expert

Create custom training materials Conduct in house training

Become part of an Industry User Group and share training resources

Page 36: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Creating an Industry Voice:Establishing an Industry User Group

Page 37: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Benefits of an Industry user Group

Create a single LARGE voice Greater impact when dealing with Autodesk for enhancements to the software

packages & tools Develop industry based standards Share success & failure experiences Share training Share tips & tricks See how others are accomplishing the same tasks Share library parts & assemblies

Page 38: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Questions:And Hopefully Answers

Page 39: © 2011 Autodesk Application of Standards for a Substation Design Solution Arnold FryMichael Patchus Manager, Substation Engineering StandardsSDS Vault

© 2011 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2011 Autodesk, Inc. All rights reserved.