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  • 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.

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    1 Learning Objectives ............................................................................................................ 4

    Intended Audience ....................................................................................................... 4 1.1

    About the Speaker ....................................................................................................... 4 1.2

    2 Introduction ......................................................................................................................... 5

    3 Asset Information Management: A Decades-Long Challenge ............................................ 7

    4 The Asset Life Cycle, Major Developments, and Capital Projects ....................................... 8

    Asset Development ...................................................................................................... 8 4.1

    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

    Turnover and Commissioning .....................................................................................12 4.2

    4.2.1 Turnover of Asset Information .............................................................................12

    Asset Operations and Maintenance ............................................................................14 4.3

    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

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    4.3.7 Modification Projects ............................................................................................17

    4.3.8 Vendors ...............................................................................................................17

    5 Differences between Document Control and Engineering Data Management ....................19

    Basic Elements for an EPC-Type Project ....................................................................19 5.1

    The EPC Project Software Ecosystem ........................................................................20 5.2

    The List of Deliverables – Stepping Away From “Excel Hell” .......................................21 5.3

    Engineering Deliverable Life Cycle .............................................................................23 5.4

    5.4.1 Design .................................................................................................................23

    5.4.2 Engineering .........................................................................................................23

    5.4.3 Construction and Use ..........................................................................................24

    The Best of Both Worlds .............................................................................................24 5.5

    6 Strengths and Weaknesses of Microsoft SharePoint and Autodesk Vault Professional ......25

    Microsoft SharePoint ...................................................................................................25 6.1

    Autodesk Vault Professional .......................................................................................27 6.2

    About the Autodesk Integration for Vault and SharePoint............................................28 6.3

    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

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    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

    Intended Audience 1.1

    The intended audience for this course is project managers and document control managers

    interested in learning more about data management solutions for capital projects.

    About the Speaker 1.2

    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.

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    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

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