Application of Standards for a Substation Design Solution Arnold Fry Manager, Substation Engineering Standards Duke Energy Michael Patchus SDS Vault Administrator Duke Energy © 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 © 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 © 2011 Autodesk Duke Energy © 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 © 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 © 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 © 2011 Autodesk Standards Used in Enterprise Systems - Maximo © 2011 Autodesk Introduction: Common Myths & Misconceptions © 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 © 2011 Autodesk Autodesk® Vault Professional: Where Standards and Productivity come together © 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 © 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 © 2011 Autodesk Autodesk® Vault Professional – Library Folder Structure Libraries in Vault Content Center Compatible Standard CC Libraries customized with Duke Energy Stock Numbers embedded in parts Parts available from the Duke Energy Stock System CRAP – Commonly Reused Assembled Parts Assemblies which do NOT have stock numbers, but are frequently used. © 2011 Autodesk Autodesk® Vault Professional – Project Folder Structure Designs (Vault Root) Library Holding Folder Folder for parts to be published to libraries Geographic Regions Root folder for all vault files Subfolder for organization of regional substations Station Folders Subfolder for models, drawings and documents Subfolders for each element of the project design © 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 © 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 © 2011 Autodesk Autodesk® Vault Professional – Now the REAL Story…. © 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 © 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 © 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 © 2011 Autodesk Substation Design Solution: Accessing data that already exists © 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 © 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 © 2011 Autodesk Standards: “I know what I’m doing! We don’t need no stinkin’ standards!” © 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 © 2011 Autodesk Standard Libraries: “I get so tired building the same parts for every project.” © 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 © 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 © 2011 Autodesk Change: “How dare you try to change what I do!” © 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” © 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 © 2011 Autodesk Training: What to do when you need to know more! © 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. © 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 © 2011 Autodesk Creating an Industry Voice: Establishing an Industry User Group © 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 © 2011 Autodesk Questions: And Hopefully Answers © 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. © 2011 Autodesk