AVEVA™ E3D Design 3D Interoperability Tools Best Practice Guidelines Henrik Hultin Version 1.3, 28 August 2023 © 2023 AVEVA Group plc and its subsidiaries. All rights reserved. AVEVA, the AVEVA logos and AVEVA product names are trademarks or registered trademarks of aveva group plc or its subsidiaries in the United Kingdom and other countries. Other brands and products names are the trademarks of their respective companies. AVEVA Group plc High Cross, Madingley Road Cambridge CB3 0HB, UK Tel +44 (0)1223 556655 Fax +44 (0)1223 556666 aveva.com AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 2 OF 36 Table of contents 1. ABOUT THIS DOCUMENT..................................................................................................................... 4 2. OVERVIEW OF AVAILABLE 3D IMPORT / EXPORT TOOLS ...................................................................... 5 2.1. PLANT 3D MODEL FEATURES ................................................................................................................ 5 2.2. MARINE 3D MODEL FEATURES ............................................................................................................. 7 2.3. PLANT & MARINE 2D DRAWING FEATURES ........................................................................................... 9 2.4. PLANT & MARINE ANALYSIS INTERFACES ............................................................................................ 10 2.5. MARINE SPECIFIC ANALYSIS INTERFACES ............................................................................................ 10 3. RECOMMENDED APPROACH FOR IMPORT OF MECHANICAL CAD MODELS FOR SINGULAR OR COMPOSITE EQUIPMENT ITEMS............................................................................................................ 11 3.1. CONTROL OVER MODEL CREATION OR EXPORT FROM SOURCE TOOL .................................................. 11 3.2. NO CONTROL OVER MODEL CREATION OR EXPORT FROM SOURCE TOOL ............................................ 13 3.3. ALTERNATIVE APPROACHES ............................................................................................................... 14 3.3.1. Equipment templates ....................................................................................................................... 14 4. RECOMMENDED APPROACH FOR IMPORT OF 3D PLANT DESIGN MODELS ......................................... 15 4.1. CONTROL OVER MODEL CREATION OR EXPORT FROM SOURCE TOOL .................................................. 15 4.2. NO CONTROL OVER MODEL CREATION OR EXPORT FROM SOURCE TOOL ............................................ 16 5. RECOMMENDED APPROACH FOR IMPORT OF 3D MARINE/SHIP MODELS .......................................... 17 6. EXPECTATIONS FOR IMPORT OF MECHANICAL CAD AND PLANT DESIGN MODELS.............................. 18 6.1. MODEL SIZE AND SCALABILITY............................................................................................................ 18 6.1.1. General expectations and guidelines ............................................................................................... 18 6.1.2. Using Model Simplification............................................................................................................... 20 6.2. CONVERTED MODELS ......................................................................................................................... 25 6.3. BEHAVIOR OF IMPORTED MODELS – GEOMETRY & MODELLING ......................................................... 25 6.3.1. General ............................................................................................................................................. 25 6.3.2. Use of Graphical Explorer ................................................................................................................. 28 6.3.3. Piping? .............................................................................................................................................. 28 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 3 OF 36 6.3.4. Structural .......................................................................................................................................... 28 6.3.5. Cabling .............................................................................................................................................. 28 6.4. METADATA ........................................................................................................................................ 29 7. SPECIFIC RECOMMENTATIONS FOR DIFFERENT FILE FORMATS AND IMPORT TOOLS .......................... 30 7.1. IMPORT OF STEP, STL, IGS FILES AND NATIVE MECHANICAL CAD FORMATS ......................................... 30 7.1.1. MEI Import: STEP Files ...................................................................................................................... 30 7.1.2. MultiCAD Import: STEP Files & Native Mechanical CAD formats ..................................................... 30 7.1.3. STL and IGS Files ............................................................................................................................... 31 7.1.4. Model Simplification......................................................................................................................... 31 7.2. IMPORT OF IFC FILES .......................................................................................................................... 32 7.3. EXPORT OF IFC FILES .......................................................................................................................... 32 7.4. IMPORT OF DGN FILES ........................................................................................................................ 34 7.5. IMPORT FROM / EXPORT TO STRUCTURAL DESIGN ............................................................................. 34 7.5.1. Import from TEKLA ........................................................................................................................... 34 7.5.2. Export to TEKLA ................................................................................................................................ 35 7.5.3. BOCAD and E3D Structural Design ................................................................................................... 35 8. USE OF IMPORTED MODELS IN DRAWINGS ....................................................................................... 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 4 OF 36 1. About this Document This document aims to provide guidance to users of AVEVA E3D Design on how to best use the various 3D model Import / Export tools. This includes: 1. An overview of the various tools available and for what use cases which tools is best suited, e.g. when to use which tool. 2. Scalability expectations & recommendations, what model size / complexity that can be imported and how this may affect the performance of the application, as well as how to work around this for larger models. 3. Some more specific guidance on how to best prepare models for import, and how to best use each tool. While such guidance is provided, this document is really a complement to existing User Guides, and does not provide all the detailed information about how to use each tool. PAGE 5 OF 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines 2. Overview of available 3D Import / Export Tools 2.1. Plant 3D Model Features The below tables outline the relevant features for process plant design projects. Plant 3D Model Import Features Feature Purpose Input Formats E3D Design Format Mechanical Equipment Interface and STL MultiCAD Import Vendor equipment import STP, STL, SAT, IGES, XYZ GENPRI Vendor equipment and plant model import GENPRI + Hierarchy & Data Model Simplification Vendor equipment import with simplification Around 30 Native CAD formats. See the User Guide and Release Notes for more details on exact versions. 1) STP 2) A range of native CAD formats IFC Plant model import for referencing and coordination IFC 2X3 and 4 GENPRI + Hierarchy & Data CADENAS – 3DfindIT.com Equipment import from vendor catalogue N/A 3D DGN Vendor equipment and plant model import DGN Standard Model Library Equipment with Native Primitives POLYHE, POGO, (GENSEC) 2D DWG/DXF 2D plant layouts / overlays for 3D modelling purposes Steel Detailing Import DWG/DXF Aid elements Steel Detailing Neutral File (OSDE) SCTN, GENSEC, PANEL SCTN, GENSEC, PANEL Workpack hierarchy Native piping elements Native E3D Terrain Surface Elements & Attributes Native AVEVA E3D Catalogues and Plant models SDNF E3D Structural Steel Detailing Import Design / Bocad Work Packs Import of WorkPacks ABSI PCF (E3D 4.0 onwards) Terrain Import of Pipe Spools PCF Import of terrain models IGES, STEP, STL and XYZ Excel Import of Excel files CSV, XLS, XLSX (Intergraph S3D / PDS) Import of catalogues and plant models. S3D / PDS project data (project backup) Excel file GENPRI + Limited Hierarchy & Data PAGE 6 OF 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines Note: This is not an import feature, but rather a conversion service. Not included in standard product delivered as a service. Plant 3D Model Export Features Feature Purpose Export Formats IFC Plant model export for referencing and coordination IFC 2X3 and 4 MEI Plant Model export STP, SAT, XGL Review Model Visualization and viewing RVM DGN Plant Model export DGN v7 DXF Plant Model export 3D DXF SDNF Steel Detailing Neutral File (OSDE) SDNF IDF ISODraft - Pipe spool export IDF E3D Structural Design / BOCAD Steel detailing export ABSI (Intergraph S3D) Conversion of catalogues and plant models. S3D native project data Publish to AIM Note: This is not an export feature, but rather a conversion service. Not included in standard product - delivered as a service. Publish to AVEVA Asset Information Management EIWM and ZGL/XGL PAGE 7 OF 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines 2.2. Marine 3D Model Features The below tables outline the relevant features for marine / shipbuilding projects. Marine 3D Model Import Features Feature Purpose Input Formats E3D Design Format Surface Manager Import of Hullform Surfaces STP, SAT, IGS, DML E3D Hull Surface NAPA Import 1) Internal surfaces (decks, bulkheads) 2) Compartments Vendor equipment import NAPA Surface Definition File Format, STP, IGS Polyface Space STP, STL, SAT, IGES, XYZ GENPRI Vendor equipment model import Around 30 Native CAD formats. See the User Guide and Release Notes for more details on exact versions. 1) STP 2) A range of native CAD formats GENPRI + Hierarchy & Data Mechanical Equipment Interface and STL MultiCAD Import Model Simplification Vendor equipment import with simplification IFC Model import for referencing and coordination Equipment import from vendor catalogue IFC 2X3 and 4 GENPRI + Limited Hierarchy & Data N/A Vendor equipment and outfitting model import 2D ship layouts / overlays for 3D modelling purposes Steel Detailing Import DGN Standard Model Library Equipment with Native Primitives POLYHE, POGO, (GENSEC) Aid elements E3D Structural Design / Bocad Work Packs Steel Detailing Import ABSI Import of WorkPacks Excel file PCF (E3D 4.0 onwards) Import of Pipe Spools PCF Excel Import of Excel files CSV, XLS, XLSX CADENAS – 3DfindIT.com 3D DGN 2D DWG/DXF SDNF DWG/DXF Steel Detailing Neutral File (OSDE) GENPRI + Limited Hierarchy & Data SCTN, GENSEC, PANEL SCTN, GENSEC, PANEL Workpack hierarchy Native piping elements Elements & Attributes PAGE 8 OF 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines Marine 3D Model Export features Feature Purpose Export Formats Surface Manager Export of Hullform Surfaces – Hull only STP, SAT, IGS, DML IFC Model export – Outfitting only IFC 2X3 and 4 MEI Model export – Outfitting only STP, SAT, XGL Review Model Visualization and viewing – Hull & Outfitting RVM DGN Ship Model export – Hull & outfitting DGN v7 DXF Ship Model export – Hull & Outfitting 3D DXF SDNF Steel Detailing Neutral File (OSDE) – Outfitting Structures only Steel detailing export – Outfitting Structures only Conversion of catalogues and outfitting models. Not included in standard product delivered as a service. Publish to AVEVA Asset Information Management – Hull & Outfitting. Transfer the hull basic design model to AVEVA Marine 12 series – Hull only. Export hull design model as XML to third party software - Hull only. SDNF E3D Structural Design / BOCAD (Intergraph S3D) Publish to AIM Transfer to AVEVA Marine Export Hull Steel XML ABSI S3D native project data EIWM and ZGL/XGL Schema file + native DB transfer XML PAGE 9 OF 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines 2.3. Plant & Marine 2D Drawing Features The below 2D drawing import/export features are applicable both for process plant as well as marine shipbuilding projects. Plant & Marine 2D Drawing Import Features Feature Purpose DWG / DXF Import 2D drawings, DWG / DXF backing sheets and symbol templates Bitmap images can be Bitmap added to drawings by Copy/Paste Add Excel tables etc to MS Excel file drawings Image files MS Excel Input Formats E3D Design Format Native E3D Draw format Bitmap embedded in drawing Image of excel file embedded in drawing, Excel file can be opened by double click Plant & Marine 2D Drawing Export Features Feature Purpose Export Formats DGN Export Export of drawings in DGN format DGN DWG / DXF Export Export of drawings in DWG and DXF format DWG / DXF PDF Export Export of drawings in PDF format PDF SVG Export Export of drawings in SVG format SVG Bitmap Export Export of drawings in a raster image format PNG, JPEG, IFF, BMP, GIF AVEVA Plot File Export (e.g. ISOs) Export of drawings in AVEVA Plot File Format – for historical compatibility only AVEVA Plot File AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 10 OF 36 2.4. Plant & Marine Analysis Interfaces The below analysis features are applicable both for process plant as well as marine shipbuilding projects. Plant & Marine Analysis Features Feature Purpose Caesar II Interface Pipe stress analysis using Caesar II Rohr 2 Interface Pipe stress analysis using Rohr 2 Structural Analysis Interface Structural analysis using STAAD Pro - For structural discipline in plant design projects - For outfitting steel discipline in marine shipbuilding projects 2.5. Marine Specific Analysis Interfaces The below analysis features are applicable only for marine shipbuilding projects. Marine Specific Analysis Features Feature Purpose Hull FEM Export (XML) Export Idealized hull structural design model to third party software ( HyperMesh) for Finite Element Analysis. (Hull Only) OCX Export Export of Hull Structural 3D arrangement model for class approval in DNVGL etc. (Hull only) AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 11 OF 36 3. Recommended Approach for import of mechanical CAD models for singular or composite equipment items This section covers import of singular equipment items such as pumps, centrifuges, heat exchangers etc. as well as composite or more complex models such as processing modules, skids, cranes or conveyor arrangements. For these kinds of objects there are two main use cases, as follows: 3.1. Control over model creation or export from source tool This case is where the E3D Design user has control over or can influence the creation and export of the mechanical CAD models from the authoring tool, for example where mechanical equipment are designed in-house within the same company or in close collaboration with an external company. Recommendations: • If possible try to make the exported model as light-weight as possible by removing unnecessary details already in the source tool before export, or where there are export options to reduce the level of detail. o There is one exception to this – where it is intended to use AVEVA Model Simplification for import, as this tools typically works best with a full solid model B-Rep model. In this case it may still be good to reduce the detail level before export, but avoid using shrinkwrap or any other simplification in the source tool that will produce an inconsistent or pre-joined exported model. o For Autodesk Inventor specifically: 1. Avoid using the function “remove internal faces”. This may make the model look okay when shaded and viewed from standard directions, but can break up b-rep models, making them open-shells. 2. Also see the INTERFACES_Inventor-to-E3D_BestPractices document. • For large or complex models, where suitable try to split it up and export / import as separate files rather than one big file. This can for example be done by area or discipline. Consider the final deliverables to help determine the original model separation. For example, there is often a requirement to be able to identify individual tagged objects further downstream in the information chain. Even if a complex module might be acceptable to handle as a single unit during the design of the plant, the OO typically wants to be able to identify the main tagged components within. This is often more achievable when importing the model in pieces than as one huge model. • As the MultiCAD Import supports a wide range of native CAD formats in parallel with more generic formats such as STEP, it is recommended to try out several options to find the transfer format that gives the best results. Tests carried out by AVEVA have indicated that using native CAD format models can often give better results than more generic STEP files. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 12 OF 36 • Avoid importing models that have been through several format conversions, as this can often reduce the fidelity of the data as well as introduce errors in the import process. It is better to consistently use models directly from the original source tool where they have been created. • When using Model Simplification to import to E3D Design: • o This function typically provides better results with B-rep solid models that are not prejoined or shrinkwrapped. o Models may generally contain B-Rep solids, Shells (“open” or “not water tight” bodies) and faceted bodies. A higher degree of B-Rep and less faceted bodies would yield better results. Open or “not water tight” bodies should also be avoided if possible as these do not process very well in Model Simplification. The above advice should be considered when preparing and exporting the CAD models from the source authoring tool. However, the results may vary depending on model properties and with different file formats, so we recommend trying different approaches to find the best option for your use case. The Model Simplification feature is based on CADFix PPS from ITI. ITI also offers an interactive version of this tool, allowing more detailed analysis of models to be simplified. The picture above shows an example of a model with a lot of red icons in the Model Tree. These red icons indicate open, non-watertight bodies that are not possible to simplify, and will explain why this model does not simplify very much. As mentioned above, AVEVA recommends customers to obtain models suitable for simplification containing “watertight” closed bodies only. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 13 OF 36 3.2. No control over model creation or export from source tool This case is where the E3D Design user does not have control over the creation and export of the mechanical CAD model, for example where existing STP files are to be imported, or where files have been received from a vendor or company where it is not possible to impact the creation or export of the model. Recommendations: • For any model files larger than around 10MB or so, please consider using the Model Simplification tool. This has the potential to significantly reduce the size and complexity of the imported model, thereby improving the performance when using add-to-drawlist and related features in E3D Design. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 14 OF 36 3.3. Alternative approaches 3.3.1. Equipment templates For some situations and use cases, rather than importing CAD model files it could be considered to instead create parametric equipment templates directly in E3D Design, and then instantiate these according to actual dimensions. This approach is particularly suitable: • Where the original CAD models are unnecessarily complex and may cause significant performance issues if imported • Where the level of detail in E3D Design is not required to be especially high • Where the model has several small nozzles of interface points that need to be correctly represented and that may be lost if model simplification is being used • Where several similar CAD models are to be imported and an equipment template can easily be instantiated into several equipment instances using different parameter values AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 15 OF 36 4. Recommended Approach for import of 3D Plant Design models This can be entire plant layout models, or parts of such models including equipment items, piping, structure, cableways etc. to be used in conjunction with additional plant modelling to be done in E3D Design. For example where a plant has originally been designed with a different or legacy design tool, and users want to include this for reference while adding a new plant unit or extension in E3D Design. Or where buildings have been designed in an architectural design tool. Again, there are two different cases here: 4.1. Control over model creation or export from source tool This case is where the E3D Design user has control over the creation and export of the plant models from the authoring tool, for example where the plant was originally designed in-house and the original project data and authoring tool is still available for use. Recommendations: • When large models are to be imported, it is more manageable to break them up into pieces and import each piece by itself, rather than trying to import it all as one single large file. This can for example be done by area or discipline. Consider the final deliverables to help determine the original model separation, for example tagged items that should be separately identifiable • Where possible, try to reduce the level of detail of exported models to a suitable level for what is needed in E3D Design • The above advice should be considered when preparing and exporting the CAD models from the source authoring tool. However, the results may vary depending on model properties and with different file formats, so we recommend trying different approaches to find the best option for your use case. • It may be tempting to use Model Simplification to import complete plant models to E3D Design, bt in most cases this won’t work when the plant models are too big. The Model Simplification feature is adapted to being used on models of a reasonable size. See recommendations for importable model sizes under 6.1 Model Size and scalability. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 16 OF 36 4.2. No control over model creation or export from source tool This case is where the E3D Design user does not have control over the creation and export of the mechanical CAD model, for example where the original project data and design tool is no longer available, and only an export data set exists in a format that can be imported by E3D Design. Recommendations: • No specific recommendations, other than trying to achieve control over how models are created or exported from the source tools. • Model Simplification will typically not work for big plant models due to scalability issues. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 17 OF 36 5. Recommended Approach for import of 3D Marine/Ship models The marine hull model can contain topological relations which needs to be taken into account when importing. This can be achieved by importing dependent model elements first. Importing or creating dependent model elements in E3D in advance such as Ship Grid and Mainhull Surface of a Ship is highly recommended. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 18 OF 36 6. Expectations for import of mechanical CAD and plant design models 6.1. Model Size and scalability 6.1.1. General expectations and guidelines Importing large CAD models can significantly degrade the performance of many E3D Design functions, such as Add-to-drawlist, 3D view navigation and manipulation, clash checks, and 2D drawing views of the model. It may also affect data transfer / synch latency times for Global and Spectrum. For this reason it is important to stay vigilant and avoid imports of too large / too many models, and to adhere to the best practice guidelines where such imports can not be avoided. It is difficult for AVEVA to provide any detailed recommendations on size, because the performance impact on the E3D Design users will be affected by many different factors, such as hardware and networks used, as well as the properties of the individual model. This means that some “large” models may import and perform well, while smaller ones may cause performance issues. This means that it is not possible to provide concrete guidelines on size limits of importable models, but as a rule of thumb the following recommendations for different size ranges could be considered when planning for importing CAD models to E3D Design. AVEVA recommends making tests to establish the best approach for the individual project requirements. Models up to around 10MB • Models of this size seldom cause any performance issues and can normally be freely imported in full detail. • In case very many instances of these models will be used in the project, it could still be considered to use Model Simplification to optimize the performance. Models from around 10MB up to a few hundred MB • Some care should be applied when importing models in this size range. Some models imported in full detail may work well without too much of a performance impact, but there can be cases of scalability issues, especially if many models of this size range are to be imported into the project. • Where applicable, it should be considered to use Model Simplification to reduce the size of the models and improve performance. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 19 OF 36 Models of many hundred MB size • For models of this size range, careful consideration should be applied to try and reduce the size before importing, for example by using the Model Simplification tool. • If there will only be a handful of models of this size in the project, it could still work OK to import and use these in full derail. But if there will be many models of this size it may become unmanageable. • The alternative method of Equipment Templates as described above should also be considered. • If it is still decided to import models of this size, then AVEVA recommends to carefully test performance of different E3D Design features while handling these models before introducing them into the project for all users. Models larger than 1GB • It is generally not recommended to import such large models to E3D Design because this will quite often have a very notable negative impact on performance, and may in some cases make the application unusable. • For such large models, it is highly recommended to break them down into smaller chunks before separately importing each one. • This can be combined with using Model Simplification on each part or even considering the alternative methods such as equipment templates mentioned above. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 20 OF 36 6.1.2. Using Model Simplification When using Model Simplification to import CAD models, it should be expected that the import process takes longer time due to the processing needed for simplification. The processing time is highly variable depending on the model properties etc, but can be expected to take around 10x longer than importing the fully detailed model through MultiCAD. However, there will typically be a significant improvement in add-to-drawlist time, clashing, creation of drawing views and other operations that involve processing of the imported geometry. Again the improvement will be variable depending on model properties, simplification settings etc, but can often give a 10x or more performance improvement, and this factor often increases as models get larger as can be seen in the second picture below. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 21 OF 36 Please note that the results from Model Simplification may vary. Models that are badly connected or presimplified will usually not give as much improvement as others. Some models containing a lot of open bodies may not give any significant performance improvement at all. Please see recommendations under 3.1 Control over model creation or export from source tool on how to obtain models most suitable for simplification. PAGE 22 OF 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines Here are a few example screenshots from a model suitable for simplification where the performance can be significantly improved without affecting the visual fidelity too much. Add to Drawlist me 3 s Mul AD Import mport of fully detailed model Add to Drawlist me s Model Simpli ca on mport of simpli ed model Mul AD Import Model Simpli ca on AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 23 OF 36 PAGE 24 OF 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines Mul AD Import Model Simpli ca on Mul AD Import Model Simpli ca on AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 25 OF 36 6.2. Converted models Apart from model size, the quality of the file to be imported is also of importance. CAD files that have been through several format conversions or version upgrades before attempting to import to E3D Design can not be expected to import without problems. Such conversions may in many cases degrade the data quality and cause import errors, geometrical misrepresentations and degraded performance. For this reason it is highly recommended to always obtain CAD files straight from the authoring tool and avoid any fomat conversions or version upgrades. 6.3. Behavior of imported models – geometry & modelling It is important to be aware that imported models are built up of different kinds of geometrical definition to those that have been natively created in E3D Design. Because of this, the application behavior may be different and the ability to modify the imported models in E3D Design will be limited. 6.3.1. General Most of the general 3D model capabilities of E3D Design works just as well with imported models as with models that have been natively created withing E3D Design. These include clash checking, picking, dimensioning etc. However, one difference between natively modelled and imported equipment is that the imported equipment will be represented by General Primitive (GENPRI) elements rather than boxes, cylinders etc. The GENPRI elements can be individually moved and rotated, but not scaled or modified in any other way that the native primitives can be. Modelling activities for placing equipment on structural foundations and connecting pipes and cables heavily rely on snapping to P-Points and P-Lines as well as graphical snapping. Imported models will not have any P-Points or P-Lines, but the graphical snapping can still be used. However, many GENPRI elements from imported CAD models may have curves and details making it more difficult to find a distinct point to snap to, than with natively modelled equipment objects. One thing to note is that the dynamic snapping that is enabled by default may not work vey well on imported models, as the application will try to dynamically identify snapping points when you move the cursor over the model. With imported models containing large amounts of geometry elements this may take a long time, for instance while taking measurements, and give the appearance of the mouse cursor “lagging” as it is moved across the model. For this case it is recommended to disable the dynamic element snapping and only enable when needed. For large models it may work best to zoom in closely before enabling the element snapping, thereby reducing the amount of objects that the mouse will pass over. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 26 OF 36 AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 27 OF 36 Another opportunity to optimize the performance of mouse movements can be to minimize the size of the snapping aperture while working with large imported models. The size of the snapping aperture can be adjusted in the backstage options page: File → Options → View → Selection and Snaps. This will result in a smaller set of geometry being analyzed as the mouse moves over the model in the 3D canvas. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 28 OF 36 6.3.2. Use of Graphical Explorer In projects were many or large and detailed CAD models have been imported, it may affect the overall performance of E3D Design. For this case it is recommended to only bring in the necessary parts of the 3D model into the view while working. To view the entire project model or a larger section of it, AVEVA recommends using the Graphical Explorer which provides superior performance for large model viewing. 6.3.3. Piping To be able to connect pipes to imported equipment items it is required to manually add nozzles. In many cases the geometrical representation of the nozzles are part of the imported model, but as these are not intelligent objects, pipes can not be connected. Depending on the object structure of the imported model, the nozzle geometry may be represented as a separate GENPRI. In that case this GENPRI can be deleted and replaced by a native / intelligent nozzle. If the nozzle is not represented by a separate GENPRI, then deleting this may remove too much of the imported model and it may have to be left in place. For this case the native nozzle can be modelled as superimposed on top of the imported nozzle geometry. 6.3.4. Structural To place equipment relative to existing steelwork, or to model new steelwork in relation to equipment items, the structural application relies on grips obtained by snapping. As mentioned above, the GENPRI allows graphical snapping to be done even if it sometimes can be difficult find an ideal snapping point on curved and detailed primities. 6.3.5. Cabling The procedure for connecting electrical cables for powering and control to equipment items that have been imported is the same as for equipment items that have been natively modelled in E3D. Users will have to create and place ELCONNs for the EQUI, to which the cables can later be connected. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 29 OF 36 6.4. Metadata AVEVA tries to conserve any metadata during imports where possible, but depending on the file format and tool used for import, some metadata may not be carried through the import process. For such cases, we recommend to try and export the metadata separately from the source application, and import it into E3D Design using Excel Import. Where AVEVA Engineering is being used it can also be considered to import the data there as this product has more possibilities for organizing and managing attribute data than E3D Design. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 30 OF 36 7. Specific recommentations for different file formats and import tools 7.1. Import of STEP, STL, IGS files and native mechanical CAD formats The Mechanical Equipment Interface (MEI) feature has long been available in E3D Design for import of STEP files. With the release of E3D Design 3.1.4, a new feature called MultiCAD Import was introduced. This feature covers a wide range of native CAD formats, and is in many cases more efficient than MEI in terms of time taken to import the models as well as the efficiency of imported CAD models, for Add-to-Drawlist time etc. It is recommended to use the MultiCAD Import for this scenario, and AVEVA intends to fully replace MEI with MultiCAD over time and then deprecate the MEI Import function. While MutiCAD Inport works well for relatively small or medium-sized models, it is recommended to use Model Simplification for larger models to improve performance of the imported model. Please see 6.1 Model Size and scalability for more information. For the moment, the MEI Import is able to create native E3D Design nozzles which MultiCAD Import is not. AVEVA intends to cover this gap in MultiCAD Import over time. Until then, for cases where nozzle creation is of particular importance, MEI can be used. Below is some more specific information about using each of the features for STEP files. 7.1.1. MEI Import: STEP Files • When using the MEI Import, you will typically get the most performant models by enabling the “Save facet data” option, and setting the Tolerance to the same value as the Arc Tolerance in Drawlist Graphics Settings, by default 1mm. • MEI imports one level of any assembly hierarchy, names the E3D Design elements created, imports curved elements as E3D Design GENPRI elements but does not import metadata. 7.1.2. MultiCAD Import: STEP Files & Native Mechanical CAD formats • MultiCad imports the full assembly hierarchy (as an E3D Design secondary hierarchy visible in the MultiCAD Explorer). It does not name imported E3D Design elements, but does set descriptions. It will do faceting of curved objects on import and it also imports metadata. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 31 OF 36 7.1.3. STL and IGS Files • For a general import of STL and IGS files AVEVA recommend the use of MultiCAD import. Import of STL files attempts to recognize simple primitives from STL facets and if successful can produce usable models, but in many cases produces less efficient E3D Design models where it will be better to select a different file foprmat if possible. • The terrain import continues to use the MEI import for these file types. 7.1.4. Model Simplification Managing the import process It is recommended to have a separate DESI DB for importing CAD models, which is not part of the regular project MDB’s for users. Models can then be imported to this DB with different Model Simplification settings together with a fully detailed model using the MultiCAD Import, and then check to assess the simplification results with regards to visual fidelity / preservation of necessary details against the performance to find the right balance. It is then also possible to manually adjust the imported models, for example to copy SUBE or GENPRI from the fully detailed import to the simplified model where any important details have gone missing in the simplification process. Or to delete some complex geometry and manually replace by a box. Once a suitable level-of-detail has been found, the model can then be copied into the real project DESI DB. Please also see recommendations under 3.1 Control over model creation or export from source tool on how to obtain models most suitable for simplification. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 32 OF 36 7.2. Import of IFC files For importing IFC Files, there are two different import tools that can be used. Depending on the type of model to be imported and its properties, as well as the requirements and desired results, either of these functions may work best. 1) IFC Import • This is normally the best tool for importing a significant IFC Model. • The IFC Explorer has extra facilities to handle elements of IFC classes groups and layers, and it always imports to an E3D Design Zone and stores repeated IFC property sets efficiently. In case the project requirements for IFC navigation are different than what the IFC Explorer provides, then it is possible to configure an alternative Flexible explorer for this purpose: Sample Addin:FlexibleExplorerAddin (aveva.com) • For cases where there are requirements that go beyond the capabilities of the standard IFC Import process, there is an opportunity to customize the process by using PML Objects. For more information, see How to customize ifc import and export processes (aveva.com) 2) MultiCAD Import • The MultiCAD Import also offers an option to import IFC files which can be tried where the regular IFC Import does not provide the desired results. • The MultiCAD Explorer does not have IFC specific groupings but can import to lower level elements, for example EQUI. The MultiCAD Import may therefore work better for importing for importing components rather than whole buildings. • For 32bit versions of E3D Design, the MultiCAD Import can potentially import somewhat larger IFC files. Transfering models from Autodesk Revit: For cases where the model originates from Revit, MultiCAD Import also supports native Revit format. This might give better results than IFC depending on the model properties and requirements. Please also see the following documents that provide guidance on how to best prepare and export models from Revit: 1) Suggested way to export model from Revit to E3D 2) Limiting number of elements exported from Revit to E3D, using Revit IFC interface 7.3. Export of IFC files There are many factors affecting the process of creating an IFC file. As a result, it is very difficult to make absolute recommendations. However, there are several things to consider that affect the file size, the time taken to export and the time taken to import into the receiving system. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 33 OF 36 Please refer to the IFC Export User Guide for more detailed recommendations of what settings can be used etc. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 34 OF 36 7.4. Import of DGN files AVEVA E3D Design includes a legacy DGN file format import feature. However, support for DGN format is expected to arrive in an upcoming version of Hoops Exchange, which will enable the MultiCAD Import feature to also support this format. Once available, AVEVA will evaluate the new options and create guidelines based on the results. 7.5. Import from / export to structural design 7.5.1. Import from TEKLA There are several methods available to import structural design data from TEKLA. The main options are outlined below together with any particulars and considerations for each method. SDNF SDNF provides a way to import structural steel to E3D as intelligent elements, but has some limitations in what can be imported. SDNF can import Linear elements sch as UB, UC and PFC, as well as planar types (flat plates but not bent plates). SDNF Cannot import Mechanical Items, and it can also not import Bolts or holes in linear elements. Holes in plates are possible but it depends if the source software can export them to the SDNF file. During import Linear elements can be mapped to AVEVA Catalogue elements and can be edited in E3D. IFC Another option to import from Tekla is to use IFC which will be more complete, but the elements will not be native/editable and can only be used for referencing and coordination. Tekla Structures offers a number of Export Type options, see for example: https://teklastructures.support.tekla.com/2019i/en/int_exporting_into_ifc We recommend to use the "Surface geometry" option (for IFC 2x3) or "Reference View" (for IFC4) options in Tekla to give the best results when the file is imported into E3D. It is also important to do the IFC export from Tekla in a suitable scope per IFC file, it is better to export in several smaller files than all in one big file. For example to create one IFC export file for each framework in Tekla. This will allow to import each file in E3D under different owners, which will provide a more AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 35 OF 36 meaningful navigable hierarchy in E3D, and will also avoid getting too many members within a certain owner which could otherwise affect the performance in E3D, or even exceed the maximum number of members for an owner causing errors. The Assembly level is stored as an AVEVA EQUI (Equipment) type and the single Part is stored as SUBE (Sub Equipment). All IFC imported elements are stored with the same Types in E3D regardless of their source application type. For example a Hole is also stored as a GENPRI under a SUBE under an EQUI. There are also Two DDSE (Data Sets) stored under each Type, one dataset for the IFC attributes and the other for the attributes coming from the source application (Tekla). At Single part level (SUBE) again there are the two datasets and also the Geometry which is stored as a GENPRI Element. GENPRI Elements can be moved and rotated in E3D but their geometry cannot be modified. They cannot be changed or mapped to Catalogue items. TEKLA Interoperability TEKLA also offers a bespoke interoperability feature that can be used to transfer data to E3D. More information can be found here: https://support.tekla.com/doc/tekla-structures/2020/int_pdms_e3d AVEVA is not able to provide more information about this option as it is developed and owned by TEKLA, but it seems that many AVEVA customers get better results using this capability than the other options of SDNF or IFC. But this may vary depending on the model data and requirements. 7.5.2. Export to TEKLA Here we also have the options to use either SDNF, IFC or TEKLA Interoperability, and the resulting model in TEKLA will have to be assessed to determine which method gives the best results. 7.5.3. BOCAD and E3D Structural Design When importing from / exporting to BOCAD and AVEVA E3D Structural Design, the E3D Structural Design (ABSI) interface will give the best results. AVEVA™ E3D Design - 3D Interoperability Best Practice Guidelines PAGE 36 OF 36 8. Use of imported models in Drawings To get the best performance when working with model views in Draw: • Bring in the minimum needed for drawings in the draw list • Use a suitable Hidden Line Representation (HLR) • Global HLR Representation is better for larger models as it uses less resources • General wireframe mode provides better performance than hidden line. For this reason it is recommended to use the “wireframe” mode while arranging your views and preparing the drawings, and then swith to Global Hidden Line as you finalize the drawings. • The edge representation and DUNION attribute for civil drawings works best when using the IFC Import.
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