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Labels: (None) Information Delivery Manual (IDM) Added by Jeffrey Wix , last edited by Jeffrey Wix on Jul 23, 2007 (view change ) HVAC Engineering - Confluence http://idm.buildingsmart.no/confluence/display/IDM/HVAC+Engineering?decorator=printable 1 af 2 11-09-2011 17:40

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Information Delivery Manual (IDM)

Added by Jeffrey Wix, last edited by Jeffrey Wix on Jul 23, 2007 (view change)

HVAC Engineering - Confluence http://idm.buildingsmart.no/confluence/display/IDM/HVAC+Engineering?decorator=printable

1 af 2 11-09-2011 17:40

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Incorporates all IDM components that are about the development, design, fabrication and installation of heating, ventilating and air conditioning systems.

Process Maps

HVAC Engineering (PM)

Exchange Requirements

Exchange HVAC Model - Programming (ER)Exchange HVAC Model - Equipment (ER)Exchange HVAC Model - Space (ER)Exchange HVAC Model - Systems (ER)

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Information Delivery Manual (IDM)

Added by Kjetil Espedokken, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

1 - Plan HVAC Systems - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/1+-+Plan+HVAC+Systems+-+HVAC+Engineerin...

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The objective of the planning activity is to:

prepare general outline of requirements (program or brief) and plan future action for the specific planning task concerned,set up client organization for programming (or briefing)obtain program requirements (brief) from the client organization,appoint organizations to the project for carrying out work as appropriate to the specific planning task concerned.

In this case, the planning activity is concerned with HVAC systems.

<<Process map not currently developed>>

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Added by Kjetil Espedokken, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

2 - Design HVAC Systems - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2+-+Design+HVAC+Systems+-+HVAC+Engineer...

1 af 5 11-09-2011 18:24

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The objective of the design activity for a project is the progressive development and refinement of the requirements expressed in the program (brief) and then to proposedesign solutions to those requirements including construction/installation methods, materials, technical solutions. Design solutions proposed should be validated againstthe provision of building codes and regulations for the specific location of the project and should be in accordance with sustainability criteria including environmental impactand service life. The cost of the design solutions proposed should be estimated and managed through the progressive development of a cost plan.

In this case, the design activity is concerned with HVAC systems.

2 - Design HVAC Systems - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2+-+Design+HVAC+Systems+-+HVAC+Engineer...

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Process Overview

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Id Task Name DescriptionProcess

Stage(s)

2.1Sub-Process(collapsed)

Design HVACSystems(Programming)

The term "programming" is the process of developing a program. Programming includes the assessment ofneeds/requirements and delimitations/constraints. These are described as a program (e.g. in Norway usuallyaccording to Norwegian Standard NS3451). Delimitations can be physical (e.g. area type and size, spaceprogram), technical (e.g. number and type of outlets, or type of materials), time based (e.g. projectprogress) and financial (e.g. investment budget or LCC). The programming stage accounts for the client'sassessment of the requirements to be met by the completed construction and forms the basis fordetermining the budget.

[Outlineconceptualdesign(4)]

2.2Sub-Process(collapsed)

Design HVACSystems(Sketch)

The term "sketch design" is the process of developing an interdisciplinary design where the propositions fromthe design team describe relevant alternative main principles and main system solutions (in Norway usuallyaccording to Norwegian Standard NS3451). The alternatives are presented with pros and cons. The designteam's recommended design solutions for further study at the full concept stage are stated, along withproposed reports to be carried out at the full concept stage.

For HVAC systems, this process includes determining:

Estimate of load to determine main flow moving device (fan) sizeIdentify main vertical routes using indicated spacesLocation, sizing and identification of technical spacesCosting for presentation is by high level aggregation elementSpecification of types of system and principles of operation.Sketch design model showing technical spaces, vertical distribution routes, and key horizontal routesto describe principal routing.

[Outlineconceptualdesign(4)]

2.3Sub-Process(collapsed)

Design HVACSystems (FullConcept)

The term "full concept design" is the process of developing an interdisciplinary design where the propositionsfrom the design team describe a recommended solution (in Norway usually according to Norwegian StandardNS3451). At this stage all relevant principles and system solutions for all disciplines are stated, qualitativelyand quantitatively. Estimated Life Cycle Cost (LCC) for the design shall be provided. All succeeding stagesare in principle regarded as "production stages" (i.e. production drawings / models, the physical building,documentation). The full concept design level of detailing should be sufficient to avert later principle /system decisions with quality, progress or economic implications, unless a change is done in programmingrequirements. Further detailing and smaller changes of design solutions at later stages are considered to benormal and acceptable.

[Full conceptualdesign(5)]

2.4Sub-Process(collapsed)

Design HVACSystems(Coordinated)

The term "coordinated design" is the process of developing a detailed interdisciplinary coordinated designwhere design team deliverables include a building information model that contains characteristic productspecification attributes (in Norway usually according to Norwegian Standard NS3420) suitable for a tenderprocess, including supplementary demands for test procedures, component labeling, documentation etc. Anumber of additional reports may also be required (e.g. environmental issues reports, LCC according toNorwegian Standard NS3454, waste handling procedures, universal (handicapped friendly) design

[Coordinateddesign andprocurement(6)]

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documentation etc).

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)HVAC Construction (RS)Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

Children Hide Children | View in hierarchy

2-1 - Design HVAC Systems (Programming) - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-2 - Design HVAC Systems (Sketch) - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-3 - Design HVAC Systems (Full Concept) - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-4 - Design HVAC Systems (Coordinated) - HVAC Engineering (PM) (Information Delivery Manual (IDM))

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Added by Kjetil Espedokken, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

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The term "programming" is the process of developing a program. Programming includes the assessment of needs/requirements and delimitations/constraints. These aredescribed as a program (e.g. in Norway usually according to Norwegian Standard NS3451). Delimitations can be physical (e.g. area type and size, space program),technical (e.g. number and type of outlets, or type of materials), time based (e.g. project progress) and financial (e.g. investment budget or LCC). The programming stageaccounts for the client's assessment of the requirements to be met by the completed construction and forms the basis for determining the budget.

For HVAC, the process includes determining:

Space program requirements for HVAC systems to meet technical requirementsIdentification of requirement for technical spacesIdentification of requirement for vertical distribution spacesIdentify what types of system are relevant

Process Overview

Id Task Name DescriptionProcess

Stage(s)

2.1.1 Task Estimate Load

For the project as proposed, make an estimate of the expected overall HVAC load so that a preliminary estimate ofthe size of the flow moving device (fan, pump etc.) can be made.

Information for estimating loads at the programming stage will typically be derived from previous, similar projectsor from collected 'rules of thumb' (which are effectively aggregated data from multiple previous, similar projects).Such calculations will make broad assumptions about contributions to load resulting from lighting or other energysources rather than using information contributed to the building model from other roles.

[Outlineconceptualdesign(4)]

2.1.2 TaskEstimate SpaceRequirements forTechnical Spaces

Makes a preliminary estimate of the space required for major technical spaces to serve the HVAC systems on aproject.Major technical spaces are spaces that have a substantial impact on building consideration either in terms of theiroverall size or their structural implication (special floors etc.).Other (minor) technical spaces will be determined at the sketch design stage.Estimate of the space requirement may include height requirement (e.g. need for 5m height for the type ofequipment being considered).Example: A major technical space could be for a chiller or cooling tower plant space or plant room.The estimate is based on experience, knowledge of previous projects, industry guidance etc. Typically, it isdetermined on a factor based method that takes into account total space area and space function. Non indicatedspaces such as circulation space, storage space etc. may be accounted for in total building space by furtherparameters. This can also be used in accounting for space required to accommodate further expansion that may bemandated by the space program.

[Outlineconceptualdesign(4)]

2-1 - Design HVAC Systems (Programming) - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-1+-+Design+HVAC+Systems+(Programming)+...

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2.1.3 TaskDefine SpecialSpaces

Special spaces are spaces that may require more detailed elaboration at the programming stage. Typically, they arespaces that have particular, detailed requirements and are not represented as a space type within a libray of suchtypes held by a client.Example: A 'Ship Simulation Room' at Tromso College is used to train ships officers by providing simulated viewsfrom the bridge of a ship. This space is modelled in detail even at the programming stage to enable considerationof the particular design requirements of the space.

[Outlineconceptualdesign(4)]

2.1.4 TaskDefine Location andSize of TechnicalSpaces

Propose the location and size of major technical spaces - from previous process (not minor technical spaces). Thisshould be based on the space requirements previously identified.Location of spaces includes the configuration relative to adjacent spaces in the case of there being any constraintsor requirements as to room type X adjacent to room type Y. E.g. plant room and fan chamber should be adjacent toeach other.

[Outlineconceptualdesign(4)]

2.1.5 Task Estimate Cost

For the project as proposed, make an estimate of the order of magnitude cost. Order of magnitude costing willlargely be based on cost information from previous projects.

Specifics for Norwegian Practice

Costing uses NS3453 and is likely to be based on sq.m prices against known previous example buildings.NS3457 is standard table for building categories.

[Outlineconceptualdesign(4)]

Sub-Process (collapsed)

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)HVAC Construction (RS)Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

Children Hide Children | View in hierarchy

2-1-1 - Estimate Load - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-1-2 - Estimate Space Requirements for Technical Spaces - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-1-3 - Define Special Spaces - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-1-4 - Define Location and Size of Technical Spaces - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-1-5 - Estimate Cost - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

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For the project as proposed, make an estimate of the expected overall HVAC load so that a preliminary estimate of the size of the flow moving device (fan, pump etc.) canbe made.

Information for estimating loads at the programming stage will typically be derived from previous, similar projects or from collected 'rules of thumb' (which are effectivelyaggregated data from multiple previous, similar projects). Such calculations will make broad assumptions about contributions to load resulting from lighting or otherenergy sources rather than using information contributed to the building model from other roles.

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jun 29, 2006

2-1-2 - Estimate Space Requirements for Technical Spaces - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-1-2+-+Estimate+Space+Requirements+for+Tec...

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Makes a preliminary estimate of the space required for major technical spaces to serve the HVAC systems on a project.Major technical spaces are spaces that have a substantial impact on building consideration either in terms of their overall size or their structural implication (special floorsetc.).Other (minor) technical spaces will be determined at the sketch design stage.Estimate of the space requirement may include height requirement (e.g. need for 5m height for the type of equipment being considered).Example: A major technical space could be for a chiller or cooling tower plant space or plant room.The estimate is based on experience, knowledge of previous projects, industry guidance etc. Typically, it is determined on a factor based method that takes into accounttotal space area and space function. Non indicated spaces such as circulation space, storage space etc. may be accounted for in total building space by further parameters.This can also be used in accounting for space required to accommodate further expansion that may be mandated by the space program.

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jun 29, 2006

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Special spaces are spaces that may require more detailed elaboration at the programming stage. Typically, they are spaces that have particular, detailed requirements andare not represented as a space type within a libray of such types held by a client.Example: A 'Ship Simulation Room' at Tromso College is used to train ships officers by providing simulated views from the bridge of a ship. This space is modelled in detaileven at the programming stage to enable consideration of the particular design requirements of the space.

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jun 29, 2006

2-1-4 - Define Location and Size of Technical Spaces - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-1-4+-+Define+Location+and+Size+of+Technic...

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Propose the location and size of major technical spaces - from previous process (not minor technical spaces). This should be based on the space requirements previouslyidentified.Location of spaces includes the configuration relative to adjacent spaces in the case of there being any constraints or requirements as to room type X adjacent to room typeY. E.g. plant room and fan chamber should be adjacent to each other.

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jun 29, 2006

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For the project as proposed, make an estimate of the order of magnitude cost. Order of magnitude costing will largely be based on cost information from previous projects.

Specifics for Norwegian Practice

Costing uses NS3453 and is likely to be based on sq.m prices against known previous example buildings.NS3457 is standard table for building categories.

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2-2 - Design HVAC Systems (Sketch) - HVAC Engineering (PM)Added by Kjetil Espedokken, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

2.2 - Design HVAC Systems (Sketch) - HVAC Engineering (PM)

----- Also used to cover all design stages cyclically

The term "sketch design" is the process of developing an interdisciplinary design where the propositions from the design team describe relevant alternative main principles and main system solutions (in Norway usually according toNorwegian Standard NS3451). The alternatives are presented with pros and cons. The design team's recommended design solutions for further study at the full concept stage are stated, along with proposed reports to be carried out at thefull concept stage.

For HVAC systems, this process includes determining:

Estimate of load to determine main flow moving device (fan) sizeIdentify main vertical routes using indicated spacesLocation, sizing and identification of technical spacesCosting for presentation is by high level aggregation elementSpecification of types of system and principles of operation.

2-2 - Design HVAC Systems (Sketch) - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2+-+Design+HVAC+Systems+(Sketch)+-+HV...

1 af 4 11-09-2011 18:28

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Sketch design model showing technical spaces, vertical distribution routes, and key horizontal routes to describe principal routing.

Specifics for Norwegian Practice

NS3451, Building element level of systems (down to level of whole system such as all lighting)

Costing uses NS3453 likely to be based on m 2 prices against known previous example buildings. NS3457 is standard table for building categories.

2-2 - Design HVAC Systems (Sketch) - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2+-+Design+HVAC+Systems+(Sketch)+-+HV...

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2-2 - Design HVAC Systems (Sketch) - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2+-+Design+HVAC+Systems+(Sketch)+-+HV...

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Process Overview

Id Task Name Description Process Stage(s)

2.2.1Sub-Process(expanded)

Define Spaces Used as an expanded process within which all space definitions at this stage of the process are developed.[Outline conceptualdesign(4)]

2.2.2Sub-Process(collapsed)

Select and LocateEquipment

For main items of equipment, select generic types and estimate their size, location and weight.[Outline conceptualdesign(4)]

2.2.3Sub-Process(collapsed)

Select, Size and ConnectDistribution Routes

Selection of distribution method, estimate of load and diversity, routing and sizing of ducts.[Outline conceptualdesign(4)]

2.2.4 TaskAssign OperationalInformation

Preliminary assignment of operating and maintenance data about the systems and distribution routes that forms the basis for later operating andmaintenance instruction information.

[Outline conceptualdesign(4)]

2.2.5 Task Analyze System

Analyze the system in terms of flow requirements. The type of calculation (algorithm used) should be driven by the extent of information available from themodel. The more information that is available then the more comprehensive the method that is expected to be used in analysis.

SizingBalancingAcoustics inc cross talk

[Outline conceptualdesign(4)]

2.2.6 Task Estimate Cost Estimate the cost of the proposed construction/installation at the current design stage[Outline conceptualdesign(4)]

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)HVAC Construction (RS)Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

Children Hide Children | View in hierarchy

2-2-1 - Define Spaces - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-2 - Select and Locate Equipment - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3 - Select, Size and Connect Distribution Routes - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-4 - Assign Operational Information - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-5 - Analyze System - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-6 - Estimate Cost - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

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Added by Kjetil Espedokken, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

2-2-1 - Define Spaces - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-1+-+Define+Spaces+-+HVAC+Enginnering...

1 af 3 11-09-2011 18:29

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Used as an expanded process within which all space definitions at this stage of the process are developed.

Process Overview

Id Task Name DescriptionProcess

Stage(s)

2.2.1.1 TaskConfirm Requirements,Location, Shape and Size forTechnical Spaces

The task confirms and agrees the requirement for, location, shape and size of technical spaces asproposed at the previous project stage. This is based on the space requirements previously identifiedbut expands the requirement in terms of the extended geometry information available for the spaceincluding height requirement where relevant,

Technical spaces include plant rooms, plenum chambers etc. as well as vertical distribution spaces.

[Outlineconceptualdesign(4)]

2.2.1.2 Task Identify Fire Compartmentation No documentation available.[Outlineconceptualdesign(4)]

2.2.1.3 Task Zone Spaces into SystemsIdentify spaces and group them into zones within which all entities of a given class (or range ofclasses) are grouped together to belong to a particular system.

[Outlineconceptualdesign(4)]

2.2.1.4 Task Determine Air RequirementsEstablish the requirement for supply or extraction of air from spaces. Distribute this requirement tobe met by terminals within spaces.

[Outlineconceptualdesign(4)]

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)HVAC Construction (RS)Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

Children Hide Children | View in hierarchy

2-2-1-1 - Confirm Requirements, Location, Shape and Size for Technical Spaces - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-1-2 - Identify Fire Compartmentation - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-1 - Define Spaces - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-1+-+Define+Spaces+-+HVAC+Enginnering...

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2-2-1-3 - Zone Spaces into Systems - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-1-4 - Determine Air Requirements - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jun 30, 2006 (view change)

2-2-1-1 - Confirm Requirements, Location, Shape and Size for Technical Spaces - HVAC Enginnering... http://idm.buildingsmart.no/confluence/display/IDM/2-2-1-1+-+Confirm+Requirements,+Location,+Sh...

1 af 2 11-09-2011 18:29

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The task confirms and agrees the requirement for, location, shape and size of technical spaces as proposed at the previous project stage. This is based on the spacerequirements previously identified but expands the requirement in terms of the extended geometry information available for the space including height requirement whererelevant,

Technical spaces include plant rooms, plenum chambers etc. as well as vertical distribution spaces.

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2-2-1-1 - Confirm Requirements, Location, Shape and Size for Technical Spaces - HVAC Enginnering... http://idm.buildingsmart.no/confluence/display/IDM/2-2-1-1+-+Confirm+Requirements,+Location,+Sh...

2 af 2 11-09-2011 18:29

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jun 30, 2006 (view change)

2-2-1-2 - Identify Fire Compartmentation - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-1-2+-+Identify+Fire+Compartmentation+-+...

1 af 2 11-09-2011 18:30

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No documentation available.

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jun 30, 2006

2-2-1-3 - Zone Spaces into Systems - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-1-3+-+Zone+Spaces+into+Systems+-+HVA...

1 af 2 11-09-2011 18:30

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Identify spaces and group them into zones within which all entities of a given class (or range of classes) are grouped together to belong to a particular system.

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jun 30, 2006

2-2-1-4 - Determine Air Requirements - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-1-4+-+Determine+Air+Requirements+-+HV...

1 af 2 11-09-2011 18:31

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Establish the requirement for supply or extraction of air from spaces. Distribute this requirement to be met by terminals within spaces.

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2-2-2 - Select and Locate Equipment - HVAC Enginnering (PM)Added by Kjetil Espedokken, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

2.2.2 - Select and Locate Equipment - HVAC Enginnering (PM)For main items of equipment, select generic types and estimate their size, location and weight.

2-2-2 - Select and Locate Equipment - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2+-+Select+and+Locate+Equipment+-+HVA...

1 af 3 11-09-2011 18:32

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2-2-2 - Select and Locate Equipment - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2+-+Select+and+Locate+Equipment+-+HVA...

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Process Overview

Id Task Name Description Process Stage(s)

2.2.2.1 Sub-process (expanded) Select HVAC Equipment Select types of HVAC equipment. [Outline conceptual design(4)]

2.2.2.2 Task Locate Equipment

Identifies the location of equipment in terms of:

placement within the coordinate system of the buildingplacement relative to other items of equipment and distribution components within the HVAC systemplacement relative to other building and structural elements

[Outline conceptual design(4)]

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)HVAC Construction (RS)Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

Children Hide Children | View in hierarchy

2-2-2-1 - Select HVAC Equipment - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-2-2-2 - Locate Equipment - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

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Added by Jeffrey Wix, last edited by Jeffrey Wix on Feb 10, 2007

2-2-2-1 - Select HVAC Equipment - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1+-+Select+HVAC+Equipment+-+HVAC+E...

1 af 3 11-09-2011 18:32

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Select types of HVAC equipment.

Process Overview

Id Task Name Description Process Stage(s)

2.2.2.1.1 Task Model Fan Provides information about fans (types and occurrences) used in HVAC systems.[Outline conceptualdesign(4)]

2.2.2.1.2 Task Model CoilProvides information about coils (types and occurrences) used in HVAC systems. Deals with bothheating and cooling coils.

[Outline conceptualdesign(4)]

2.2.2.1.3 Task Model DamperProvides information about dampers (types and occurrences) used in HVAC systems. Includesinformation about all types of damper including for volume control, fire dampers etc.

[Outline conceptualdesign(4)]

2.2.2.1.4 Task Model Filter Provides information about filters (types and occurrences) used in HVAC systems.[Outline conceptualdesign(4)]

2.2.2.1.5 TaskModel Air To Air HeatRecovery Device

Provides information about air to air heat recovery devices (types and occurrences) used in HVACsystems.

[Outline conceptualdesign(4)]

2.2.2.1.6 Task Model Air Terminal Provides information about air terminals (types and occurrences) used in HVAC systems.[Outline conceptualdesign(4)]

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)HVAC Construction (RS)Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

Children Hide Children | View in hierarchy

2-2-2-1-1 - Model Fan - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-2-2-1-2 - Model Coil - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-2-2-1-3 - Model Damper - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-2-2-1-4 - Model Filter - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-2-2-1-5 - Model Air To Air Heat Recovery Device - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-2-2-1-6 - Model Air Terminal - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2-2-2-1 - Select HVAC Equipment - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1+-+Select+HVAC+Equipment+-+HVAC+E...

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Added by Jeffrey Wix, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

2-2-2-1-1 - Model Fan - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1-1+-+Model+Fan+-+HVAC+Engineering...

1 af 2 11-09-2011 18:33

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Provides information about fans (types and occurrences) used in HVAC systems.

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2-2-2-1-1 - Model Fan - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1-1+-+Model+Fan+-+HVAC+Engineering...

2 af 2 11-09-2011 18:33

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Added by Jeffrey Wix, last edited by Jeffrey Wix on Feb 10, 2007

2-2-2-1-2 - Model Coil - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1-2+-+Model+Coil+-+HVAC+Engineering...

1 af 2 11-09-2011 18:33

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Provides information about coils (types and occurrences) used in HVAC systems. Deals with both heating and cooling coils.

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Added by Jeffrey Wix, last edited by Jeffrey Wix on Feb 10, 2007

2-2-2-1-3 - Model Damper - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1-3+-+Model+Damper+-+HVAC+Engineer...

1 af 2 11-09-2011 18:34

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Provides information about dampers (types and occurrences) used in HVAC systems. Includes information about all types of damper including for volume control, firedampers etc.

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Added by Jeffrey Wix, last edited by Jeffrey Wix on Feb 10, 2007

2-2-2-1-4 - Model Filter - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1-4+-+Model+Filter+-+HVAC+Engineerin...

1 af 2 11-09-2011 18:34

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Provides information about filters (types and occurrences) used in HVAC systems.

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2-2-2-1-4 - Model Filter - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1-4+-+Model+Filter+-+HVAC+Engineerin...

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Added by Jeffrey Wix, last edited by Jeffrey Wix on Feb 10, 2007

2-2-2-1-5 - Model Air To Air Heat Recovery Device - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1-5+-+Model+Air+To+Air+Heat+Recove...

1 af 2 11-09-2011 18:35

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Provides information about air to air heat recovery devices (types and occurrences) used in HVAC systems.

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Added by Jeffrey Wix, last edited by Jeffrey Wix on Feb 10, 2007

2-2-2-1-6 - Model Air Terminal - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-1-6+-+Model+Air+Terminal+-+HVAC+En...

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Provides information about air terminals (types and occurrences) used in HVAC systems.

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Added by Jeffrey Wix, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

2-2-2-2 - Locate Equipment - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-2-2+-+Locate+Equipment+-+HVAC+Enginner...

1 af 2 11-09-2011 18:36

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Identifies the location of equipment in terms of:

placement within the coordinate system of the buildingplacement relative to other items of equipment and distribution components within the HVAC systemplacement relative to other building and structural elements

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2-2-3 - Select, Size and Connect Distribution Routes - HVAC Enginnering (PM)Added by Kjetil Espedokken, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

2.2.3 - Select, Size and Connect Distribution Routes - HVAC Enginnering (PM)Selection of distribution method, estimate of load and diversity, routing and sizing of ducts.

2-2-3 - Select, Size and Connect Distribution Routes - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-3+-+Select,+Size+and+Connect+Distributio...

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2-2-3 - Select, Size and Connect Distribution Routes - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-3+-+Select,+Size+and+Connect+Distributio...

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Process Overview

Id Task Name Description Process Stage(s)

2.2.3.1Sub-Process(collapsed)

Select DistributionMethod

Decide on the distribution method of the HVAC system. E.g. central air/air distribution, local air/water system etc.Note that several alternative sketch designs may be proposed, each design using an alternative distribution method. Final choice of the selected method ismade at the full concept design stage.

[Outline conceptualdesign(4)]

2.2.3.2Sub-Process(collapsed)

Decide DistributionRoutes

Using spaces allocated to systems decide main distribution routes. This is for main air ducts throughout the project only; branch ducts are not routed atthis stage.

The objective of determining the distribution route is to ensure awareness of main routes and sizes for distribution.

[Outline conceptualdesign(4)]

2.2.3.3Sub-Process(collapsed)

Estimate Loads atSignificant Points

Estimate the load to be met at significant points along the main distribution routes.[Outline conceptualdesign(4)]

2.2.3.4Sub-Process(collapsed)

Sum LoadsAdd the estimated loads progressively back to the estimated point at which the fan will be located. This will provide an estimated load on each section ofthe main distribution route and a total estimated load which the fan(s) is required to meet.

[Outline conceptualdesign(4)]

2.2.3.5Sub-Process(collapsed)

Calculate DistributionSystem Sizes

From the loads determined for the main distribution routes, estimate the required largest duct size.This is used for allocation of space within distribution zones and also for coordination purposes.

[Outline conceptualdesign(4)]

2.2.3.6Sub-Process(collapsed)

Estimate Diversity FactorEstimate a diversity factor for HVAC supply that considers the expected maximum simultaneous load on the system given that not all HVAC distributionmay be required at the same time.

[Outline conceptualdesign(4)]

2.2.3.7Sub-Process(collapsed)

Model Typical SpaceLayouts

Detailing of equipment layouts and duct branch routes in typical 'spaces' that enable cost models to be better informed.[Outline conceptualdesign(4)]

2.2.3.8Sub-Process(collapsed)

Connect SystemElements

Make connections between distribution system elements and allocate flow directions.[Outline conceptualdesign(4)]

2.2.3.9Sub-Process(collapsed)

Regulate SystemsDeals with the selection,placement (where not already done through a prior process), sizing (by reference to the distribution elements to which regulatingelements are connected) and establishment of regulation setting to achieve the degree of regulation required.

[Outline conceptualdesign(4)]

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)HVAC Construction (RS)Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

Children Hide Children | View in hierarchy

2-2-3-1 - Select Distribution Method - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3-2 - Decide Distribution Routes - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3-3 - Estimate Loads at Significant Points - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3-4 - Sum Loads - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3-5 - Calculate Distribution System Sizes - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3-6 - Estimate Diversity Factor - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3-7 - Model Typical Space Layouts - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3-8 - Connect System Elements - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

2-2-3-9 - Regulate Systems - HVAC Enginnering (PM) (Information Delivery Manual (IDM))

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Decide on the distribution method of the HVAC system. E.g. central air/air distribution, local air/water system etc.Note that several alternative sketch designs may be proposed, each design using an alternative distribution method. Final choice of the selected method is made at the fullconcept design stage.

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Using spaces allocated to systems decide main distribution routes. This is for main air ducts throughout the project only; branch ducts are not routed at this stage.

The objective of determining the distribution route is to ensure awareness of main routes and sizes for distribution.

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Estimate the load to be met at significant points along the main distribution routes.

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2-2-3-4 - Sum Loads - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-3-4+-+Sum+Loads+-+HVAC+Enginnering+(...

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Add the estimated loads progressively back to the estimated point at which the fan will be located. This will provide an estimated load on each section of the maindistribution route and a total estimated load which the fan(s) is required to meet.

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From the loads determined for the main distribution routes, estimate the required largest duct size.This is used for allocation of space within distribution zones and also for coordination purposes.

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2-2-3-6 - Estimate Diversity Factor - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-3-6+-+Estimate+Diversity+Factor+-+HVAC...

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Estimate a diversity factor for HVAC supply that considers the expected maximum simultaneous load on the system given that not all HVAC distribution may be required atthe same time.

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2-2-3-7 - Model Typical Space Layouts - HVAC Enginnering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-2-3-7+-+Model+Typical+Space+Layouts+-+...

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Detailing of equipment layouts and duct branch routes in typical 'spaces' that enable cost models to be better informed.

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Make connections between distribution system elements and allocate flow directions.

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Deals with the selection,placement (where not already done through a prior process), sizing (by reference to the distribution elements to which regulating elements areconnected) and establishment of regulation setting to achieve the degree of regulation required.

For example, to achieve the required air flow through a branch air duct, a balancing damper must be set to be 30% closed.

Note that the settings established by design at this stage may be subject to field modification when HVAC systems are commissioned.

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Preliminary assignment of operating and maintenance data about the systems and distribution routes that forms the basis for later operating and maintenance instructioninformation.

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Analyze the system in terms of flow requirements. The type of calculation (algorithm used) should be driven by the extent of information available from the model. Themore information that is available then the more comprehensive the method that is expected to be used in analysis.

SizingBalancingAcoustics inc cross talk

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Estimate the cost of the proposed construction/installation at the current design stage

Specifics for Norwegian Practice

NS3457 is standard table for building categories.

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2-3 - Design HVAC Systems (Full Concept) - HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2-3+-+Design+HVAC+Systems+(Full+Concept)...

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The term "full concept design" is the process of developing an interdisciplinary design where the propositions from the design team describe a recommended solution (inNorway usually according to Norwegian Standard NS3451). At this stage all relevant principles and system solutions for all disciplines are stated, qualitatively andquantitatively. Estimated Life Cycle Cost (LCC) for the design shall be provided. All succeeding stages are in principle regarded as "production stages" (i.e. productiondrawings / models, the physical building, documentation). The full concept design level of detailing should be sufficient to avert later principle / system decisions withquality, progress or economic implications, unless a change is done in programming requirements. Further detailing and smaller changes of design solutions at later stagesare considered to be normal and acceptable.

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The term "coordinated design" is the process of developing a detailed interdisciplinary coordinated design where design team deliverables include a building informationmodel that contains characteristic product specification attributes (in Norway usually according to Norwegian Standard NS3420) suitable for a tender process, includingsupplementary demands for test procedures, component labeling, documentation etc. A number of additional reports may also be required (e.g. environmental issuesreports, LCC according to Norwegian Standard NS3454, waste handling procedures, universal (handicapped friendly) design documentation etc).

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The objective of the construct or install activity for a project is to translate proposed design solutions into actual constructed or installed solutions for the * project. Thisactivity includes all actions necessary for:

provision of production information including specifications and schedules outlining quality and type of materials and goods required to achieve the objective andconstraints applicable to project execution.planning and scheduling work tasks,procurement actions for materials, goods and services including tendering actionsexecution of construction and installation tasks up to the point at which the work can be tested, commissioned, inspected and/or determined as complete.

In this case, the activity is concerned with installation of HVAC systems.

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The objective of the test, commission and complete activity for a project is to:

provide for the testing of technical solutions to ensure that they will function with the required level of safetyset up technical solutions to operate according to the actual operating requirements of a projectensure that construction or installation work has been properly executed and to remedy any defectsturn over project to the client of the clients operating agent

In this case, the activity is concerned with testing, commissioning and completion of HVAC systems.

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The objective of the operate elements and systems activity for a project is to perform those actions and adjustments required to ensure the normal day to day operation ofa project.

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The objective of the maintain elements and systems activity for a project is to perform those actions and adjustments required to return elements and systems to asatisfactory state (physical or functional) for continued operation. The activity is concerned both with planned and unplanned maintenance activities and considersrequirements that may be state (failure or imminent failure), time or condition based.

A maintenance requirement is triggered by an event which may be caused by either:

the amount of time that has elapsed since the previous maintenance operation was carried out has reached the planned interval between maintenance operations, orthe date on which a maintenance operation is planned has arrived, orthe current operating condition of an element, group of elements or system as determined by the values of one or more parameters has reached a level at whichmaintenance is set to occur, oran operational failure (either complete or partial) has occurred that requires a maintenance operation to correct.

In the context of the above, maintenance is also considered to encompass replacement where an element has reached the end of its working life.

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Added by Kjetil Espedokken, last edited by Kjetil Espedokken on Jul 02, 2006

Coordination Point Gateways - HVAC Engineering (PM)

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Type Name Description

CoordinationPoint

Coordinate Plan Coordination and approval (or otherwise) of all planning work undertaken.

CoordinationPoint

CoordinateDesign

Coordination and approval (or otherwise) of all design work undertaken. This coordination point may be considered as beingsynonymous with the 'Coordinate_coordinated_design' coordination point.

CoordinationPoint

CoordinateProgram Design

Coordination and approval (or otherwise) of speculative design work undertaken at the programming stage.

CoordinationPoint

CoordinateSketch Design

Coordination and approval (or otherwise) of design work undertaken at the sketch design stage.

CoordinationPoint

Coordinate FullConcept Design

Coordination and approval (or otherwise) of design work undertaken at the full concept design stage.

CoordinationPoint

CoordinateCoordinatedDesign

Coordination and approval (or otherwise) of design work undertaken at the coordinated design stage.

CoordinationPoint

CoordinateEquipmentLocation

This purpose here is to represent a point at which the model of the HVAC systems is brought together with equivalent models fromother roles for coordination and approval. Coordination is concerned with ensuring that items of equipment are in proper spatial andfunctional relationship to each other taking into account their size and location in terms of space allocation and structural provision.For example:

major items of equipment applying a significant load on the structure need to have suitable structural support,1.equipment requiring maintenance action should not have access restricted by other technical systems components,2.visible items should be in appropriate locations for functional and aesthetic coordination.3.

CoordinationPoint

CoordinateSpace

The purpose here is to bring together information that is currently available about the spaces as required for the technical systemsdesigns to ensure that requirements are coordinated and that space allocations as required are made.

CoordinationPoint

CoordinateSystems

At this point, the aim is to coordinate the HVAC systems design with other systems information and make adjustments that arenecessary. The possibility for such adjustments is described by feedback provisions.

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HVAC model at the programming stage that can be added to overall building information model.

Information at this stage is advisory based on speculative design. It includes the following advisory information provision:

overall size (area) of major technical spaces required,minimum height requirement for technical spaces,location of major technical spaces including constrained relationships to any other spaces that may be required for reasons of noise, safety, environmentalconsiderations or other aspects,required adjacency between major technical spaces considered to be in the vertical as well as in the horizontal plane; this may indicate the required strength of theadjacency (must be, should be, could be),estimated HVAC load for the project,indications of major equipment items to be located in identified spaces and information that may impact on regulation processes (e.g.planning), list of specialspaces for which special design provisions may apply.

Information Requirements

Context Description

[Precursor] In this section all precursor realted information needed to satisfy this Exchange Requirement will be described

[Space] In this section all space realted information needed to satisfy this Exchange Requirement will be described

Referenced by

This list shows all process maps which reference this specific ER.

1 - Analyze Energy (Programming) - Energy Analysis (PM) (Information Delivery Manual (IDM)) — This process is concerned with determining the comfort, energy demand and energy

use of a building based on the initial programming of a project.

Labels: sub-element_energy_analysis_pm, er-exchange-energy-analysis-model-demand, pm-rp-2, pm-rp-3, er-exchange-building-model-programming

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Provide a role description here....

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The HVAC Design role covers the development of heating, ventilating and air conditioning systems to satisfy the requirements of the design brief, cost plan, buildingconfiguration, sustainability and health and safety brief, national and local legislation and the energy analysis data. The process of designing HVAC systems involves theselection and specification of appropriate equipment, distribution networks and terminal units to meet the project objectives. It also includes the coordination of thesesystems within the building model, with reference to the architecture, structure and other services. The output of the HVAC design process includes the model of the HVACsystems, and their technical and performance specification.

Overview of Process Models where this role plays a significant role

Process Model Description

HVAC Engineering(PM)

HVAC engineering deals with the overall process of planning, designing, installing, commissioning, operating and maintaining heating, ventilatingand air conditioning (HVAC) systems.

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Labels: pm, er-exchange-hvac-model-equipment

Information Delivery Manual (IDM)

Added by kes, last edited by Jeffrey Wix on Feb 10, 2007 (view change)

HVAC Engineering (PM) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/HVAC+Engineering+(PM)?decorator=printable

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HVAC engineering deals with the overall process of planning, designing, installing, commissioning, operating and maintaining heating, ventilating and air conditioning(HVAC) systems for building projects.

It deals with systems that distribute air through preformed or manufactured duct sections. Low velocity, medium velocity and high velocity air flow through ducts are allwithin the scope of this process.

Six main process stages are considered within the HVAC Engineering lifecycle. These are shown in the high level process map below as:

Plan HVAC Systems1.Design HVAC Systems2.Install HVAC Systems3.Test and commission HVAC Systems4.Operate Elements and Systems5.Maintain Elements and Systems6.

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Process Overview

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Id Type Name Description Process Stage(s) Input Output

1 TaskPlan HVACSystems

The objective of the planning activity is to:

prepare general outline of requirements (program or brief) andplan future action for the specific planning task concerned,set up client organization for programming (or briefing)obtain program requirements (brief) from the clientorganization,appoint organizations to the project for carrying out work asappropriate to the specific planning task concerned.

In this case, the planning activity is concerned with HVAC systems.

Outline Feasibility(2),SubstantiveFeasability(3)

Exchange HVACModel (Space)Exchange HVACModel(Programming)Exchange HVACModel(Equipment)Exchange HVACModel (Systems)

Exchange HVACModel (Space)Exchange HVACModel(Programming)Exchange HVACModel(Equipment)Exchange HVACModel (Systems)

2Sub-Process(collapsed)

Design HVACSystems

The objective of the design activity for a project is the progressivedevelopment and refinement of the requirements expressed in theprogram (brief) and then to propose design solutions to thoserequirements including construction/installation methods, materials,technical solutions. Design solutions proposed should be validatedagainst the provision of building codes and regulations for the specificlocation of the project and should be in accordance with sustainabilitycriteria including environmental impact and service life. The cost of thedesign solutions proposed should be estimated and managed throughthe progressive development of a cost plan.

[Outline conceptualdesign(4)], [Fullconceptual design(5)],[Coordinated designand procurement(6)]

Exchange HVACModel (Space)Exchange HVACModel(Programming)Exchange HVACModel(Equipment)Exchange HVACModel (Systems)

Exchange HVACModel (Space)Exchange HVACModel(Programming)Exchange HVACModel(Equipment)Exchange HVACModel (Systems)

3 TaskInstall HVACSystems

The objective of the construct or install activity for a project is totranslate proposed design solutions into actual constructed or installedsolutions for the * project. This activity includes all actions necessaryfor:

provision of production information including specifications andschedules outlining quality and type of materials and goodsrequired to achieve the objective and constraints applicable toproject execution.planning and scheduling work tasks,procurement actions for materials, goods and services includingtendering actionsexecution of construction and installation tasks up to the pointat which the work can be tested, commissioned, inspectedand/or determined as complete.

[Productioninformation(7)],[Construction(8)]

4 Task

Test andCommissionHVAC

The objective of the test, commission and complete activity for aproject is to: [Construction(8)]

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Systems

provide for the testing of technical solutions to ensure that theywill function with the required level of safetyset up technical solutions to operate according to the actualoperating requirements of a projectensure that construction or installation work has been properlyexecuted and to remedy any defectsturn over project to the client of the clients operating agent

5 TaskOperateHVACEquipment

The objective of the operate elements and systems activity for a projectis to perform those actions and adjustments required to ensure thenormal day to day operation of a project.

[Operation andmaintenance(9)]

6 TaskMaintainElements andSystems

The objective of the maintain elements and systems activity for aproject is to perform those actions and adjustments required to returnelements and systems to a satisfactory state (physical or functional)for continued operation. The activity is concerned both with plannedand unplanned maintenance activities and considers requirements thatmay be state (failure or imminent failure), time or condition based.

A maintenance requirement is triggered by an event which may becaused by either:

the amount of time that has elapsed since the previousmaintenance operation was carried out has reached the plannedinterval between maintenance operations, orthe date on which a maintenance operation is planned hasarrived, orthe current operating condition of an element, group ofelements or system as determined by the values of one or moreparameters has reached a level at which maintenance is set tooccur, oran operational failure (either complete or partial) has occurredthat requires a maintenance operation to correct.

In the context of the above, maintenance is also considered toencompass replacement where an element has reached the end of itsworking life.

[Operation andmaintenance(9)]

Note that this mappings splits the general project stage "Construction" between the HVAC stages "Install" and "Test and Commission".

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Coordination Point Gateways - HVAC Engineering (PM)

Type Name Description

CoordinationPoint

Coordinate Plan Coordination and approval (or otherwise) of all planning work undertaken.

CoordinationPoint

CoordinateDesign

Coordination and approval (or otherwise) of all design work undertaken. This coordination point may be considered as beingsynonymous with the 'Coordinate_coordinated_design' coordination point.

CoordinationPoint

CoordinateProgram Design

Coordination and approval (or otherwise) of speculative design work undertaken at the programming stage.

CoordinationPoint

CoordinateSketch Design

Coordination and approval (or otherwise) of design work undertaken at the sketch design stage.

CoordinationPoint

Coordinate FullConcept Design

Coordination and approval (or otherwise) of design work undertaken at the full concept design stage.

CoordinationPoint

CoordinateCoordinatedDesign

Coordination and approval (or otherwise) of design work undertaken at the coordinated design stage.

CoordinationPoint

CoordinateEquipmentLocation

This purpose here is to represent a point at which the model of the HVAC systems is brought together with equivalent models fromother roles for coordination and approval. Coordination is concerned with ensuring that items of equipment are in proper spatial andfunctional relationship to each other taking into account their size and location in terms of space allocation and structural provision.For example:

major items of equipment applying a significant load on the structure need to have suitable structural support,1.equipment requiring maintenance action should not have access restricted by other technical systems components,2.visible items should be in appropriate locations for functional and aesthetic coordination.3.

CoordinationPoint

CoordinateSpace

The purpose here is to bring together information that is currently available about the spaces as required for the technical systemsdesigns to ensure that requirements are coordinated and that space allocations as required are made.

CoordinationPoint

CoordinateSystems

At this point, the aim is to coordinate the HVAC systems design with other systems information and make adjustments that arenecessary. The possibility for such adjustments is described by feedback provisions.

Role Overview

The primary roles shown in the process model diagram (as "swimlanes") are defined as:

HVAC Design (RS)HVAC Construction (RS)Facilities Management (in this case, concerned with the electrical engineering aspects og facilities management)

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Children Hide Children | View in hierarchy

1 - Plan HVAC Systems - HVAC Engineering (PM) (Information Delivery Manual (IDM))

2 - Design HVAC Systems - HVAC Engineering (PM) (Information Delivery Manual (IDM))

3 - Install HVAC Systems - HVAC Engineering (PM) (Information Delivery Manual (IDM))

4 - Test and Commission HVAC Systems - HVAC Engineering (PM) (Information Delivery Manual (IDM))

5 - Operate Elements and Systems - HVAC Engineering (PM) (Information Delivery Manual (IDM))

6 - Maintain Elements and Systems - HVAC Engineering (PM) (Information Delivery Manual (IDM))

Coordination Point Gateways - HVAC Engineering (PM) (Information Delivery Manual (IDM))

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Please ensure that you have read the process mapping document Energy Analysis (PM) before proceeding with this exchange requirement.

The scope of this exchange requirement is energy analysis at the programming stage of a project where programming is considered to include both outline and substantivefeasibility. The result of programming is that a feasible approach to the energy analysis of a project has been determined.A basic building model is defined as 'the set of information that provides both a graphical representation of the design of a building and key pieces of information about thebuilding that can be further used to analyse building performance' (from Autodesc )During this stage the information available is limited to the basic requirements. These include:

a building is requiredit should be of a particular type or perform a particular function (several functions may be identified within a particular type)it should be located in a particular place and on a particular site (several alternative locations may be identified; each location should be dealt with individually)it has an estimated overall area and/or volume requirement OR it is related by a size factor to a similar previous project about which information is knownthere are factors that affect the 'order of magnitude' cost including (but not limited to) items such as

expected building configuration (e.g. multi-storey as opposed to single storey)expected structural complexity based on ground conditionsexpected level of servicing for operational and comfort purposesaccessibility of the locationlabor resource availability

Particular information that is required to determine 'order of magnitude' cost includes:

the name of the project (for identification purposes) and the units generally used throughout the project;the current stage of the project; whilst this is generally optional, it should be mandatory for this exchange requirementthe location and expected area of a site on which a building is to be located (the shape representation of a site is not necessary for this Exchange Requirement)the building or buildings for which the cost is required (at least one building must be specified although the shape representation of a building is not necessary forthis Exchange Requirement)the area, volume or size factor of the buildingvalues for factors that may affect the cost

factors may be applied to the building directly or individually determinede.g. services costs may be on a volume or size factor basis

classification of objects for collection into groups and assemblies for costing purposes

Information Requirements

Referenced by

This list shows all process maps which reference this specific ER.

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1 - Analyze Energy (Programming) - Energy Analysis (PM) (Information Delivery Manual (IDM)) — This process is concerned with determining the comfort, energy demand and energy

use of a building based on the initial programming of a project.

Labels: sub-element_energy_analysis_pm, er-exchange-energy-analysis-model-demand, pm-rp-2, pm-rp-3, er-exchange-building-model-programming

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Information Delivery Manual (IDM)

Added by Kjetil Espedokken, last edited by Jeffrey Wix on Apr 30, 2007 (view change)

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Exchange of information about shape, size and location of HVAC components.

HVAC systems information can then be brought together with equivalent information from other roles to ensure that items of equipment are in proper spatial and functionalrelationship to each other taking into account their size and location in terms of space allocation and structural provision.

Please ensure that you have read the process mapping document HVAC Engineering (PM) before proceeding with this exchange requirement.

This exchange requirement allows for the provision of information at various stages during the design process including outline conceptual or sketch design, full conceptualdesign and coordinated design. The information provided at each stage is essentially the same. However, the level of certainty regarding equipment and components usedwill increase at each stage allowing greater certainty in space provision.

It is assumed that the information provisions outlined in the exchange requirement er_exchange_HVAC_model (space) have been satisfied. This provides an initialassessment of spaces from the perspective of building design and HVAC design as well as project details.Information provided through this exchange requirement includes:

HVAC component type and sizeRequired electrical connection load and control/starting methodRequired piping connection loads for each service typeRequired control system interfaces and system logicShape representation of component (using an appropriate representation form that may be symbolic, 2D, 3D boundary representation etc.); the form ofrepresentation to be used and the extent of detail that is provided for the component may differ at different stages of the project.Weight (and optionally center of gravity) of component typeLocation and orientation of occurrences of component type

The requirement to specify duct networks would not normally be required, but may be necessary where the imposed load of the ductwork exceeds normal structural designcriteria, for example fire rated ductwork constructed of heavy guage materials.

Information Requirements

Context Description Man Rec OptActor

SupplyingFunctional Part

Precursor

The provisions of the exchange requirement er_exchange_HVAC_model(space) mustbe satisfied. This includes:

all context information provided through project detailsspatial structure elements (site, buildings, storeys, spaces) including suggestedand accepted modifications to technical spaces

HVACDesign

er_exchange_HVAC_model(space)

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PrecursorThe provisions of the exchange requirement er_exchange_structural_model must besatisfied so that the shape, size and location of structural members are available forreference and coordination.

StructuralDesign

er_exchange_structural_model

OwnerHistory

The owner history of the equipment must be asserted. HVACDesign

fp_model_HVAC_equipment (type,predefined_type)

GeneralAttributes

For each item of HVAC equipment to be considered, general attributes of theequipment types and occurrences may be specified including:

name to extend identification of the type or occurrencedescription that can be used for any further qualifying information

HVACDesign

fp_model_HVAC_equipment (type,predefined_type)

Placementand Shape

The shape representation and placement for the HVAC equipment should be asserted.The shape representation of an item of HVAC equipment is typically a representationmap which is defined for the equipment type and then referenced for each occurrence.Each occurrence specifies its own placement.Within the representation map, the particular form of the shape representation maydiffer according to the life cycle stage as with flow segments. Generally, therepresentations selected for the flow fitting representation map will follow therepresentations selected for flow segments. Note that since IFC generally allows forelements to have multiple shape representations, provision of shape representations ofHVAC systems at different lifecycle stages should be considered as cumulative and notas alternative. Representations may be either:

Axis RepresentationBody Representation

Swept solidCSGBounding boxBoundary representation (Brep)

HVACDesign

fp_model_HVAC_equipment (type,predefined_type)

EquipmentWeight

As well as the placement and shape of components, the weight of major items needsto be captured and communicated to ensure structural coordination

HVACDesign

fp_define_quantity

Results

Type Information Requirements Actor Receiving

ModelBuilding model updated for component information providing information to the Building Designer. Shape and location of componentsmay have been provided previously or may be specified through this exchange requirement.

Building

Design (RS)

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ModelBuilding model updated for component information providing information to the Electrical Designer. Electrical requirements ofcomponents may have been provided previously or may be specified through this exchange requirement.

Electrical

Design (RS)

ModelBuilding model updated for component information providing information to the Piping Designer. Piped Services requirements ofcomponents may have been provided previously or may be specified through this exchange requirement.

Piping Design

(RS)

ModelBuilding model updated for component information providing information to the Controls Designer. Control requirements ofcomponents may have been provided previously or may be specified through this exchange requirement.

Controls

Design (RS)

ModelBuilding model updated for component information providing information to the Structural Designer. Shape and location of componentsmay have been provided previously or may be specified through this exchange requirement.

Structural

Design (RS)

Referenced by

This list shows all process maps which reference this specific ER.

Controls Engineering (PM) (Information Delivery Manual (IDM)) — Controls engineering deals with the overall process of planning, designing, installing, commissioning, operating and

maintaining HVAC controls and automation systems for building projects.

Labels: pm, er-exchange-hvac-model-equipment, er-exchange-hvac-model-systems

Cost Modelling (PM) (Information Delivery Manual (IDM)) — Cost modelling is a process that attempts to bring design and price together. It has the objective of controlling costs, not just to

measure them. Cost modelling therefore is defined to be the assessment and control of cost prior to the availability of knowledge of the element content of a project.

Labels: pm, er-exchange-hvac-model-equipment

Electrical Engineering (PM) (Information Delivery Manual (IDM)) — Electrical engineering deals with the overall process of planning, designing, installing, commissioning, operating and

maintaining electrical power systems for building projects. It deals with low voltage electrical installations from 12V (AC/DC) to 1000V (AC) or 1500 volts (DC) in accordance with IEC definitions.

Electrical installations within scope of this process are considered to commence at a meter where the public utility supply terminates or at a transformer where voltage is stepped down to the low

voltage range in scope. Incoming electrical supplies and distribution of electrical energy at higher voltages are considered to be out of scope of this process.

Labels: pm, er-exchange-hvac-model-equipment

HVAC Engineering (PM) (Information Delivery Manual (IDM)) — HVAC engineering deals with the overall process of planning, designing, installing, commissioning, operating and maintaining

heating, ventilating and air conditioning (HVAC) systems for building projects.

Labels: pm, er-exchange-hvac-model-equipment

Piping Engineering (PM) (Information Delivery Manual (IDM)) — HVAC engineering deals with the overall process of planning, designing, installing, commissioning, operating and maintaining

heating, ventilating and air conditioning (HVAC) systems for building projects.

Labels: pm, er-exchange-hvac-model-equipment

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0 - Precursor - Exchange HVAC Model - Equipment (ER) (Information Delivery Manual (IDM))

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1 - Design Brief - Exchange HVAC Model - Equipment (ER) (Information Delivery Manual (IDM))

1 - Equipment - Exchange HVAC Model - Equipment (ER) (Information Delivery Manual (IDM))

1 - Result - Exchange HVAC Model - Equipment (ER) (Information Delivery Manual (IDM))

2 - Result - Exchange HVAC Model - Equipment (ER) (Information Delivery Manual (IDM))

3 - Result - Exchange HVAC Model - Equipment (ER) (Information Delivery Manual (IDM))

4 - Result - Exchange HVAC Model - Equipment (ER) (Information Delivery Manual (IDM))

Equipment Weight (Information Delivery Manual (IDM))

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Precursor

In this section all precursor realted information needed to satisfy the Exchange HVAC Model (Equipment) will be described.

Information NeededActor

SupplyingRelated Object Man

The provisions of the exchange requirement er_exchange_HVAC_model(space) must be satisfied. This includes:

all context information provided through project detailsspatial structure elements (site, buildings, storeys, spaces) including suggested and accepted modifications totechnical spaces

HVAC DesignExchange HVAC Model(Space)

The provisions of the exchange requirement er_exchange_structural_model must be satisfied so that the shape, size andlocation of structural members are available for reference and coordination.

StructuralDesign

[Exchange StructuralModel (xxxx)]

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HVAC Equipment Exchange Results for Building Designer

Building model updated for component information providing information to the Building Designer. Shape and location of components may have been provided previouslyor may be specified through this exchange requirement.

Project Stages

The requirement for information about HVAC Equipment needed by the Building Designer will change little during the project, as the Building Designer is not concernedwith the technical details of the equipment. These are the details which are most likely to change as the project develops, consequently, the scope of the informationrequirements are the same for each stage of the project.

Type Information ProvidedActor

ReceivingMan Opt Functional Part

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommendedthroughout all project stages within this exchange requirement.

BuildingDesign

HVAC EquipmentIdentifier (FP)

ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment theexchange refers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

BuildingDesign

HVAC EquipmentClassification (FP)

Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access forthe project.

BuildingDesign

HVAC EquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

BuildingDesign

HVAC EquipmentLocation (FP)

Model

HVAC Equipment maintenance access provision - for example withdrawal space for fan assembly or filters. Themodel should include details of the actual or proposed physical dimensions of the equipment, dependent on thestage of the project. During the early stages of the design this information may only be used for establishing therequirements of the service spaces and maintenance access for the project.

BuildingDesign

HVAC EquipmentMaintenance Access(FP)

Model

HVAC Equipment colour and finish. The colour and finish of equipment which has a visual impact on the projectcan be defined in the Design Brief, where such detail is available at this stage. However, in order to allow thebuilding designer to review the colour and finish of the HVAC Equipment items, this optional exchange can beused.

BuildingDesign

HVAC EquipmentColour (FP)

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Added by Brendan McFarlane, last edited by Brendan McFarlane on Sep 08, 2006 (view change)

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Design Brief

In this section all Design Brief realted information needed to satisfy the Exchange HVAC Model (Equipment) will be described.

Information Needed Man Opt RecActor

SupplyingFunctional

Part

The Design Brief document represents the collection of information from various sources which establishes the specificrequirements for the HVAC systems for the project. The design brief should include the following information:

Reference to the Client's brief on space requirementsReference to local and national legislation impacting on the design of the HVAC SystemsReference to the Site Survey of the project, detailing the limitations and availability of external services andutilitiesDetails of the cost plan and schedule objectivesDetails of the Sustainability objectivesDetails of the Health and Safety objectives and risk analysisDetails of the required availability, redundancy and reliability of the HVAC SystemsOutline of the objectives and general approach to the design of the HVAC Systems, and alternative solutions tobe investigated during the designDetails of the specific HVAC systems to be designed for the projectDetails of the project management approach and QA/QC procedures

HVACDesigner

Assigns toGroup (FP)

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HVAC Equipment

Concept Information Needed Actor Supplying Man

Owner History The owner history is used to capture history and identification related information about the object to which it is attached. HVAC Design

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HVAC Equipment Exchange Results for Electrical Designer

Building model updated for component information providing information to the Electrical Designer. Electrical requirements of components may have been providedpreviously or may be specified through this exchange requirement.

Project Stage - Scheme Design

The following exchange requirements apply to the scheme design stage of a project

Type Information ProvidedActor

ReceivingMan Opt Functional Part

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommended throughoutall project stages within this exchange requirement.

ElectricalDesign

HVAC EquipmentIdentifier (FP)

ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment theexchange refers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

ElectricalDesign

HVAC EquipmentClassification (FP)

Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access forthe project.

ElectricalDesign

HVAC EquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

ElectricalDesign

HVAC EquipmentLocation (FP)

Model

HVAC Equipment Electrical Load provision - which defines the imposed electrical load of a piece of HVACequipment that needs to be satisfied by the electrical system. Information on the imposed load, load type (numberof phases and voltage), starting characteristics, diversity etc.. are defined here. During the early stages of thedesign this information may only be used for establishing the estimated requirements of the electrical system forthe project.

ElectricalDesign

HVAC EquipmentElectrical Load(FP)

Project Stage - Detailed Design

The following exchange requirements apply to the scheme design stage of a project

Type Information ProvidedActor

ReceivingMan Opt Functional Part

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommendedthroughout all project stages within this exchange requirement.

ElectricalDesign

HVAC EquipmentIdentifier (FP)

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ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment theexchange refers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

ElectricalDesign

HVAC EquipmentClassification (FP)

Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access forthe project.

ElectricalDesign

HVAC EquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

ElectricalDesign

HVAC EquipmentLocation (FP)

Model

HVAC Equipment maintenance access provision - for example withdrawal space for fan assembly or filters. Themodel should include details of the actual or proposed physical dimensions of the equipment, dependent on thestage of the project. During the early stages of the design this information may only be used for establishing therequirements of the service spaces and maintenance access for the project.

ElectricalDesign

HVAC EquipmentMaintenanceAccess (FP)

Model

HVAC Equipment Electrical Load provision - which defines the imposed electrical load of a piece of HVACequipment that needs to be satisfied by the electrical system. Information on the imposed load, load type (numberof phases and voltage), starting characteristics, diversity etc.. are defined here. During the early stages of thedesign this information may only be used for establishing the estimated requirements of the electrical system forthe project.

ElectricalDesign

HVAC EquipmentElectrical Load (FP)

Model

HVAC Equipment Electrical Motor provision - which defines the characteristics of an electric motor associated witha piece of HVAC equipment that needs to be satisfied by the electrical system. Information on the motor type,enclosure type and protection, power output, electrical load type (number of phases and voltage), startingcharacteristics etc.. are defined here. During the early stages of the design this information may only be used forestablishing the estimated requirements of the electrical system for the project.

ElectricalDesign

HVAC EquipmentElectrical Motor(FP)

Model

HVAC Equipment Electrical Connections provision - which defines the details and physical location of electricalconnections on a piece of HVAC equipment that needs to be satisfied by the electrical system. Information on thetype of connection are defined here, for example junction box or earthing lug. During the early stages of the designthis information may only be used for establishing the estimated requirements of the electrical system for theproject.

ElectricalDesign

HVAC EquipmentElectricalConnections (FP)

Project Stage - Construction Design

The following exchange requirements apply to the Construction design stage of a project

Type Information ProvidedActor

ReceivingMan Opt Functional Part

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommendedthroughout all project stages within this exchange requirement.

ElectricalDesign

HVAC EquipmentIdentifier (FP)

1 - Result - Exchange HVAC Model - Equipment (ER) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/1+-+Result+-+Exchange+HVAC+Model+-+Equi...

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ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment theexchange refers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

ElectricalDesign

HVAC EquipmentClassification (FP)

Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access forthe project.

ElectricalDesign

HVAC EquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

ElectricalDesign

HVAC EquipmentLocation (FP)

Model

HVAC Equipment maintenance access provision - for example withdrawal space for fan assembly or filters. Themodel should include details of the actual or proposed physical dimensions of the equipment, dependent on thestage of the project. During the early stages of the design this information may only be used for establishing therequirements of the service spaces and maintenance access for the project.

ElectricalDesign

HVAC EquipmentMaintenanceAccess (FP)

Model

HVAC Equipment Electrical Load provision - which defines the imposed electrical load of a piece of HVACequipment that needs to be satisfied by the electrical system. Information on the imposed load, load type (numberof phases and voltage), starting characteristics, diversity etc.. are defined here. During the early stages of thedesign this information may only be used for establishing the estimated requirements of the electrical system forthe project.

ElectricalDesign

HVAC EquipmentElectrical Load (FP)

Model

HVAC Equipment Electrical Motor provision - which defines the characteristics of an electric motor associated witha piece of HVAC equipment that needs to be satisfied by the electrical system. Information on the motor type,enclosure type and protection, power output, electrical load type (number of phases and voltage), startingcharacteristics etc.. are defined here. During the early stages of the design this information may only be used forestablishing the estimated requirements of the electrical system for the project.

ElectricalDesign

HVAC EquipmentElectrical Motor(FP)

Model

HVAC Equipment Electrical Connections provision - which defines the details and physical location of electricalconnections on a piece of HVAC equipment that needs to be satisfied by the electrical system. Information on thetype of connection are defined here, for example junction box or earthing lug. During the early stages of the designthis information may only be used for establishing the estimated requirements of the electrical system for theproject.

ElectricalDesign

HVAC EquipmentElectricalConnections (FP)

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HVAC Equipment Exchange Results for Piping Designer

Building model updated for component information providing information to the Piping Designer. Piped Services requirements of components may have been providedpreviously or may be specified through this exchange requirement.

Project Stage - Scheme Design

The following exchange requirements apply to the scheme design stage of a project

Type Information ProvidedActor

ReceivingMan Opt Functional Part

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommended throughoutall project stages within this exchange requirement.

PipingDesign

HVAC EquipmentIdentifier (FP)

ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment the exchangerefers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

PipingDesign

HVAC EquipmentClassification(FP)

Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access forthe project.

PipingDesign

HVAC EquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

PipingDesign

HVAC EquipmentLocation (FP)

Model

HVAC Equipment Piping Load provision, which defines the characteristics of a piping connection load associatedwith a piece of HVAC equipment that needs to be satisfied by the piping system. Information required includes thepiping medium (e.g. low temperature hot water, chilled water, steam, drain), and the required flow rate and energyload of the service, pressure drop etc.. are defined here. During the early stages of the design this information mayonly be used for establishing the estimated requirements of the piping system for the project.

PipingDesign

HVAC EquipmentPiping Load (FP)

Model

HVAC Equipment Piping Interface provision, which defines the details of a piping connection interface associatedwith a piece of HVAC equipment that needs to be satisfied by the piping system. Information required includes thelocation, size and type of connection (e,g, flange, union, screwed etc...), material and specification of the requiredconnection (e.g. stainless steel PN16 flange) are defined here. During the early stages of the design this informationmay only be used for establishing the estimated requirements of the piping system for the project.

PipingDesign

HVAC EquipmentPiping Interface(FP)

Project Stage - Detailed Design

The following exchange requirements apply to the scheme design stage of a project

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Type Information ProvidedActor

ReceivingMan Opt Functional Part

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommended throughoutall project stages within this exchange requirement.

PipingDesign

HVAC EquipmentIdentifier (FP)

ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment the exchangerefers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

PipingDesign

HVAC EquipmentClassification(FP)

Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access forthe project.

PipingDesign

HVAC EquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

PipingDesign

HVAC EquipmentLocation (FP)

Model

HVAC Equipment Piping Load provision, which defines the characteristics of a piping connection load associatedwith a piece of HVAC equipment that needs to be satisfied by the piping system. Information required includes thepiping medium (e.g. low temperature hot water, chilled water, steam, drain), and the required flow rate and energyload of the service, pressure drop etc.. are defined here. During the early stages of the design this information mayonly be used for establishing the estimated requirements of the piping system for the project.

PipingDesign

HVAC EquipmentPiping Load (FP)

Model

HVAC Equipment Piping Interface provision, which defines the details of a piping connection interface associatedwith a piece of HVAC equipment that needs to be satisfied by the piping system. Information required includes thelocation, size and type of connection (e,g, flange, union, screwed etc...), material and specification of the requiredconnection (e.g. stainless steel PN16 flange) are defined here. During the early stages of the design this informationmay only be used for establishing the estimated requirements of the piping system for the project.

PipingDesign

HVAC EquipmentPiping Interface(FP)

Project Stage - Construction Design

The following exchange requirements apply to the Construction design stage of a project

Type Information ProvidedActor

ReceivingMan Opt Functional Part

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommended throughoutall project stages within this exchange requirement.

PipingDesign

HVAC EquipmentIdentifier (FP)

ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment the exchangerefers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

PipingDesign

HVAC EquipmentClassification(FP)

2 - Result - Exchange HVAC Model - Equipment (ER) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/2+-+Result+-+Exchange+HVAC+Model+-+Equi...

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Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access forthe project.

PipingDesign

HVAC EquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

PipingDesign

HVAC EquipmentLocation (FP)

Model

HVAC Equipment Piping Load provision, which defines the characteristics of a piping connection load associatedwith a piece of HVAC equipment that needs to be satisfied by the piping system. Information required includes thepiping medium (e.g. low temperature hot water, chilled water, steam, drain), and the required flow rate and energyload of the service, pressure drop etc.. are defined here. During the early stages of the design this information mayonly be used for establishing the estimated requirements of the piping system for the project.

PipingDesign

HVAC EquipmentPiping Load (FP)

Model

HVAC Equipment Piping Interface provision, which defines the details of a piping connection interface associatedwith a piece of HVAC equipment that needs to be satisfied by the piping system. Information required includes thelocation, size and type of connection (e,g, flange, union, screwed etc...), material and specification of the requiredconnection (e.g. stainless steel PN16 flange) are defined here. During the early stages of the design this informationmay only be used for establishing the estimated requirements of the piping system for the project.

PipingDesign

HVAC EquipmentPiping Interface(FP)

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HVAC Equipment Exchange Results for Controls Designer

Building model updated for component information providing information to the Controls Designer. Control requirements of components may have been providedpreviously or may be specified through this exchange requirement.

Project Stage - Scheme Design

The following exchange requirements apply to the scheme design stage of a project

Type Information ProvidedActor

ReceivingMan Opt

FunctionalPart

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommended throughoutall project stages within this exchange requirement.

ControlsDesign

HVACEquipmentIdentifier (FP)

ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment the exchangerefers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

ControlsDesign

HVACEquipmentClassification(FP)

Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access for theproject.

ControlsDesign

HVACEquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

ControlsDesign

HVACEquipmentLocation (FP)

Model

HVAC Equipment Controls provision, which defines the control system components associated with a piece of HVACequipment that needs to be satisfied by the control system. Information required includes the identification of eachcontrol system component on the equipment, for example sensor, actuator, flow controller, alarm, location of eachcontrol component, details of the control system component functionality, details of the control system componenttype, for example electric, pneumatic, hand operated etc.. are defined here. During the early stages of the design thisinformation may only be used for establishing the estimated requirements of the control system for the project.

ControlsDesign

HVACEquipmentControls (FP)

Project Stage - Detailed Design

The following exchange requirements apply to the scheme design stage of a project

3 - Result - Exchange HVAC Model - Equipment (ER) - Confluence http://idm.buildingsmart.no/confluence/display/IDM/3+-+Result+-+Exchange+HVAC+Model+-+Equi...

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Type Information ProvidedActor

ReceivingMan Opt

FunctionalPart

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommended throughoutall project stages within this exchange requirement.

ControlsDesign

HVACEquipmentIdentifier (FP)

ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment the exchangerefers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

ControlsDesign

HVACEquipmentClassification(FP)

Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access for theproject.

ControlsDesign

HVACEquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

ControlsDesign

HVACEquipmentLocation (FP)

Model

HVAC Equipment Controls provision, which defines the control system components associated with a piece of HVACequipment that needs to be satisfied by the control system. Information required includes the identification of eachcontrol system component on the equipment, for example sensor, actuator, flow controller, alarm, location of eachcontrol component, details of the control system component functionality, details of the control system componenttype, for example electric, pneumatic, hand operated etc.. are defined here. During the early stages of the design thisinformation may only be used for establishing the estimated requirements of the control system for the project.

ControlsDesign

HVACEquipmentControls (FP)

Project Stage - Construction Design

The following exchange requirements apply to the Construction design stage of a project

Type Information ProvidedActor

ReceivingMan Opt

FunctionalPart

ModelAn HVAC Equipment item shall be assigned a locally unique identifier. it is identified as recommended throughoutall project stages within this exchange requirement.

ControlsDesign

HVACEquipmentIdentifier (FP)

ModelAn HVAC Equipment shall be assigned to a type classification. This identifies what type of equipment the exchangerefers to - for example Air Handling Unit, External Louvre, Fan, Duct System, Silencer etc...

ControlsDesign

HVACEquipmentClassification(FP)

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Model

HVAC Equipment physical shape and size. The model should include details of the actual or proposed physicaldimensions of the equipment, dependent on the stage of the project. During the early stages of the design thisinformation may only be used for establishing the requirements of the service spaces and maintenance access for theproject.

ControlsDesign

HVACEquipmentDimensions (FP)

ModelHVAC Equipment location. The model should include details of the actual or proposed physical location of theequipment, dependent on the stage of the project.

ControlsDesign

HVACEquipmentLocation (FP)

Model

HVAC Equipment Controls provision, which defines the control system components associated with a piece of HVACequipment that needs to be satisfied by the control system. Information required includes the identification of eachcontrol system component on the equipment, for example sensor, actuator, flow controller, alarm, location of eachcontrol component, details of the control system component functionality, details of the control system componenttype, for example electric, pneumatic, hand operated etc.. are defined here. During the early stages of the design thisinformation may only be used for establishing the estimated requirements of the control system for the project.

ControlsDesign

HVACEquipmentControls (FP)

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HVAC Equipment Exchange Results for Structural Designer

Building model updated for component information providing information to the Structural Designer. Shape and location of components may have been providedpreviously or may be specified through this exchange requirement.

Type Information ProvidedActor

ReceivingResult Identifier Man Opt

Model

The information included in the model include the following mandetory data:

HVAC Equipment type classification (i.e. Air Handling Unit, Fan, Duct System, Silenceretc...HVAC Equipment location, physical shape and sizeMaintenance access provision - for example withdrawal space for fan assembly or filtersHVAC Equipment weight

StructuralDesign

Exchange Building Model - xxxx(ER)

ModelThe information included in the model to include the following optional data:

HVAC Equipment centre of gravityStructuralDesign

Exchange Building Model - xxxx(ER)

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Equipment Weight

As well as the placement and shape of components, the weight of major items needs to be captured and communicated to ensure structural coordination. This isdetermined by the HVAC Design role using the functional part fp_define_quantity.For each item of equipment:

Information Needed MAN REC OPT

Identify the method of measurement to be usedThis should be set to a value that is agreed to represent a weight value for coordination purposes. For instance, a value such as 'Structural WeightCoordination' might be usedNote that at later stages in the design, weight of components may also be supplied in property sets. This is significant for product information derivedfrom a library. However, for structural coordination purposes and to maintain consistency in building modeling, it is recommended that the quantitymeasure is used.

Assert the name of the weight quantity to be provided._This could be a name like 'Structural Weight'. _

Assign the weight quantity to the appropriate component

A description for the weight quantity may be asserted.

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Added by Kjetil Espedokken, last edited by Brendan McFarlane on Sep 08, 2006 (view change)

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Exchange of information about technical spaces for HVAC plant and equipment and how other spaces are grouped for system development and fire compartmentation. Usedto coordinate with general zoning and spacing requirements with other roles.

Please ensure that you have read the process mapping document 'pm_HVAC_engineering' before proceeding with this exchange requirement.

The scope of this exchange requirement is the exchange of information to enable provision of technical spaces, spaces zoned for HVAC systems provision and firecompartments with particular HVAC systems requirements. The purpose of the exchange requirement is to enable coordination of HVAC systems requirements with othertechnical systems requirements (notably electrical and piping systems) and with building design with regard to the provision of space for the technical systems.

This exchange requirement allows for the provision of information at various stages during the design process including outline conceptual or sketch design, full conceptualdesign and coordinated design. The information provided at each stage is essentially the same. However, the level of certainty regarding equipment and components usedwill increase at each stage allowing greater certainty in space provision.It is assumed that the information provisions outlined in the exchange requirement er_exchange_building_model have been satisfied for the project stage concerned. Thisprovides an initial assessment of spaces from the perspective of building design and project details.

Information provided through this exchange requirement includes:

HVAC component type and size - Note that, for the purposes of this exchange requirement, only those HVAC components having significant size and requiringlocation within a technical space need to participate.Shape representation of component typeLocation and orientation of occurrences of component typeProposed technical space specification with area, configuration and height - Note that, at earlier stages of design, area and height only may be given; later stages ofdesign may also propose a space configuration.Grouping of spaces into zones served by an identified system

Information may be optionally provided concerning material from which elements are constructed and their classification.

Information Requirements

Context Description

Precursor In this section all precursor related information needed to satisfy the Exchange HVAC Model - (Space) will be described.

Design Brief In this section all Design Brief related information needed to satisfy the Exchange HVAC Model (Space) will be described.

HVAC Equipment In this section all HVAC Equipment realted information needed to satisfy the Exchange HVAC Model (Space) will be described.

Electrical Equipment In this section all Electrical Equipment realted information needed to satisfy the Exchange HVAC Model (Space) will be described.

Technical Spaces In this section all Technical Spaces realted information needed to satisfy the Exchange HVAC Model (Space) will be described.

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HVAC Zones In this section all HVAC Zones realted information needed to satisfy the Exchange HVAC Model (Space) will be described.

Results

Type Information Requirements Actor Receiving

ModelBuilding model updated for technical space information providing information to the Building Designer. The information shall also beprovided for the Electrical and Piping Designers.

Building Design

(RS)

Electrical Design

(RS)

Piping Design

(RS)

Referenced by

This list shows all process maps which reference this specific ER.

No content found for label(s) er-exchange-hvac-model-space.

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0 - Precursor - Exchange HVAC Model - Space (ER) (Information Delivery Manual (IDM))

0 - Result - Exchange HVAC Model - Space (ER) (Information Delivery Manual (IDM))

1 - Design Brief - Exchange HVAC Model - Space (ER) (Information Delivery Manual (IDM))

2 - HVAC Equipment - Exchange HVAC Model - Space (ER) (Information Delivery Manual (IDM))

3 - Electrical Equipment - Exchange HVAC Model - Space (ER) (Information Delivery Manual (IDM))

4 - Technical Spaces - Exchange HVAC Model - Space (ER) (Information Delivery Manual (IDM))

5 - HVAC Zones - Exchange HVAC Model - Space (ER) (Information Delivery Manual (IDM))

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Added by Brendan McFarlane, last edited by Jeffrey Wix on Mar 19, 2007 (view change)

Precursor

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In this section all precursor related information needed to satisfy the Exchange HVAC Model - (Space) will be described.

Information Needed Man Opt RecActor

SupplyingFunctional Part

The provisions of the exchange requirement er_exchange_building_model(sketch) must be satisfied. Thisincludes all context information provided through project details including:

the name of the project and, optionally, the phase of work of the projectthe default units used throughout the projectthe world coordinate systemthe coordinate space dimensionthe precision used within the geometric representationstrue north relative to the world coordinate systemdifferent types and scales that can be used for representing stored shapes (symbols) where these havemultiple representations (e.g. multi-view blocks)Additionally, the building information model provides the following information proposed by thebuilding designer that is required for electrical systems design:spatial structure elements (site, buildings, storeys, spaces)

BuildingDesigner

Exchange HVAC Model(Equipment)

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Exchange HVAC Model - Space - Results

Building model updated for technical space information providing information to the Building Designer. The information shall also be provided for the Electrical andPiping Designers.

Type Information Provided Actor Receiving Man Opt Functional Part

ModelHVAC Technical Space information is added to the building model according to the agreedformat

Building Design

(RS)

Electrical Design

(RS)

Piping Design (RS)

HVAC Technical Spaces(FP)

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Added by Brendan McFarlane, last edited by Jeffrey Wix on Jul 23, 2007 (view change)

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Design Brief

In this section all Design Brief related information needed to satisfy the Exchange HVAC Model (Space) will be described.

Information Needed Man Opt RecActor

SupplyingFunctional

Part

The Design Brief document represents the collection of information from various sources which establishes the specificrequirements for the HVAC systems for the project. The design brief should include the following information:

Reference to the Client's brief on space requirementsReference to local and national legislation impacting on the design of the HVAC SystemsReference to the Site Survey of the project, detailing the limitations and availability of external services andutilitiesDetails of the cost plan and schedule objectivesDetails of the Sustainability objectivesDetails of the Health and Safety objectives and risk analysisDetails of the required availability, redundancy and reliability of the HVAC SystemsOutline of the objectives and general approach to the design of the HVAC Systems, and alternative solutions tobe investigated during the designDetails of the specific HVAC systems to be designed for the projectDetails of the project management approach and QA/QC procedures

HVACDesigner

Assigns toGroup (FP)

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HVAC Equipment

In this section all HVAC Equipment realted information needed to satisfy the Exchange HVAC Model (Space) will be described.

Information Needed Man Opt RecActor

SupplyingFunctional Part

Owner History

The Owner history of the HVAC Equipment must be asserted HVAC Designer

Owner History(FP)

Placement and shapeThe shape representation and placement for the HVAC equipment should be asserted. The shape representation ofan item of HVAC equipment is typically a representation map which is defined for the equipment type and thenreferenced for each occurrence. Each occurrence specifies its own placement.Within the representation map, the particular form of the shape representation may differ according to the life cyclestage as with flow segments. Generally, the representations selected for the flow fitting representation map willfollow the representations selected for flow segments being either:

Axis RepresentationBody Representation

Swept solidCSGBounding boxBoundary representation (Brep)Note that since IFC generally allows for elements to have multiple shape representations, provision ofshape representations of electrical systems at different lifecycle stages should be considered ascumulative and not as alternative. Components that may be located in technical spaces and that mayimpact on space provision are suggested in the list below

HVAC DesignerProductManufacturerProductSupplier

Model VentilationEquipment (FP)

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Electrical Equipment

In this section all Electrical Equipment realted information needed to satisfy the Exchange HVAC Model (Space) will be described.

Information Needed Man Opt Rec Actor Supplying Functional Part

For each item of HVAC equipment to be considered, general attributes of the equipment types andoccurrences may be specified including:

name to extend identification of the type or occurrencedescription that can be used for any further qualifying information

HVAC DesignerProductManufacturerProduct Supplier

Assigns to Group(FP)

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Technical Spaces

In this section all Technical Spaces realted information needed to satisfy the Exchange HVAC Model (Space) will be described.

For HVAC design, technical spaces are spaces that have as their primary purpose the housing of electrical or other technical equipment.Technical spaces are subject to 'negotiation' between the building designer and technical designers. It is therefore expected that suggestions made by the HVAC designerwill be applied in the building model through quantities rather than by making changes to space configuration provided.Thus, for a space that is a technical space:

Information Needed Man Opt RecActor

SupplyingFunctional Part

Identify the method of measurement to be usedThis should be set to a value that is agreed to represent a suggestion made by the technical designer. For instance,a value such as "Technical Space Reconciliation" might be used

HVACDesigner

Assigns to Group(FP)

Assert the name of the area quantity to be suggested.This could be a name like "Technical Space Area".

HVACDesigner

Assigns to Group(FP)

Assert a description for the area quantity to be suggested.A value should be asserted for the description and should take the form indicating that the quantity beingdescribed is a suggestion

HVACDesigner

Assigns to Group(FP)

Assign the quantity to the space HVACDesigner

Assigns to Group(FP)

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HVAC Zones

In this section all HVAC Zones realted information needed to satisfy the Exchange HVAC Model (Space) will be described.

For spaces that are to be grouped as a zone within the scope of a single HVAC system, each individual space should be identified and the group that they belong to shouldbe named and identified.For the group:

Information Needed Man Opt Rec Actor Supplying Functional Part

Name the group appropriately for the system that is expected to serve it HVAC Designer Assigns to Group (FP)

Describe the purpose of the group HVAC Designer Assigns to Group (FP)

Set the object type of the group to 'HVAC Space Group' or other designation agreed for the purpose. HVAC Designer Assigns to Group (FP)

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Exchange of information about configuration, size, location, connection and technical data of HVAC systems including both the components and the distribution elements.

Please ensure that you have read the process mapping document HVAC Engineering before proceeding with this exchange requirement.

This exchange requirement describes the information to be provided about ducted HVAC systems. It allows for the provision of information at various stages during thedesign process including:

Representation of components and their relation to spatial structures (sites, buildings and spaces) without connection to systemsLine based representations at early design stages that enable routing, terminal location and main plant location information to be exchanged;Full 3D shape representations at detailed design stages that enable coordination between different building services systems, between services and structure andbetween services and the building construction elements.Information items that may be required about HVAC systems include:System nameTerminal type, size, location, orientation, airflow rate, discharge velocity, pressure drop; supply air temperature may also be included for supply air systems.Duct section size, shape, location, flow rate, air velocity, pressure dropDuct fitting type, size, location, pressure dropEquipment type, size, location, pressure dropShape of elementsConnections between elements in the ductwork systemMaterial from which elements are constructedClassification of elementsConstraints that have been applied during the design of the ducting systems to limit or control duct sizing or equipment selection may also be included as part ofthe exchange requirement. These should be identified as a requirement by the user. Particular constraints considered include:Limiting pressure drop in a ductwork sectionLimiting velocity in a ductwork sectionLimiting dimensions for a ductwork section (height, width, diameter)construction standardDuct sizing method

Information Requirements

Context Description

Precursor In this section all precursor related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Systems In this section all systems related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Ducts In this section all duct related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

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Equipment In this section all Equipment related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Fittings In this section all fittings related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Ports In this section all Port related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Results

Type Information Requirements Actor Receiving

ModelBuilding model updated for HVAC Systems information providing information to the various disciplines who will need thisinformation.

Building Design (RS)

Controls Design (RS)

Electrical Design (RS)

Piping Design (RS)

Structural Design

(RS)

Referenced by

This list shows all process maps which reference this specific ER.

Controls Engineering (PM) (Information Delivery Manual (IDM)) — Controls engineering deals with the overall process of planning, designing, installing, commissioning, operating and

maintaining HVAC controls and automation systems for building projects.

Labels: pm, er-exchange-hvac-model-equipment, er-exchange-hvac-model-systems

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0 - Precursor - Exchange HVAC Model - Systems (ER) (Information Delivery Manual (IDM))

0 - Result - Exchange HVAC Model - Systems (ER) (Information Delivery Manual (IDM))

1 - Systems - Exchange HVAC Model - Systems (ER) (Information Delivery Manual (IDM))

2 - Ducts - Exchange HVAC Model - Systems (ER) (Information Delivery Manual (IDM))

3 - Equipment - Exchange HVAC Model - Systems (ER) (Information Delivery Manual (IDM))

4 - Fittings - Exchange HVAC Model - Systems (ER) (Information Delivery Manual (IDM))

5 - Ports - Exchange HVAC Model - Systems (ER) (Information Delivery Manual (IDM))

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Precursor

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In this section all precursor related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Information Needed Man Opt RecActor

SupplyingFunctional Part

The provisions of the exchange requirement Exchange HVAC Model (Equipment) must be satisfied. Thisincludes:

all context information provided through project detailsspatial structure elements (site, buildings, storeys, spaces) including suggested and acceptedmodifications to technical spacescoordinated placement of major componentsminor components not requiring structural coordination are considered to be selected and placedthrough this exchange requirement

HVAC DesignerExchange HVAC Model(Equipment)

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Exchange HVAC Model - Space - Results

Building model updated for HVAC Systems information providing information to the various disciplines who will need this information.

Type Information Provided Actor Receiving Man OptFunctional

Part

ModelModel of HVAC System occurrence(s) including configuration, size, location, connection and technical data ofHVAC systems including both the components and the distribution elements.

Building

Design (RS)

Controls

Design (RS)

Electrical

Design (RS)

Piping Design

(RS)

Structural

Design (RS)

HVAC Systems(FP)

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Systems

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In this section all systems related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

System Space Relationship

Information Needed Man Opt RecActor

SupplyingFunctional

Part

Describes a connection relationship between a system and a spatial structure element in which the system may have aconnection with one or more different spatial structure elements.Spatial structure elements include sites, buildings, building storeys and individual spaces. A system may be related toas many spatial structure elements as required by specifying multiple system/spatial structure element relationships.

HVACDesigner

HVAC Systems(FP)

Systems

Information Needed Man Opt RecActor

SupplyingFunctional

Part

Provides the information concerning systems where a system is a grouping of elements. In the context of adistribution system, all of the elements that are grouped to form the system should be subtypes ofIfcDistributionElement.As well as enabling the description of complete systems, this functional part enables the grouping of elements intosubsystems.Note that the shape representation of a system is derived from the shape representation of the elements that aregrouped together within the system. The system itself has no 'own' shape representation.Further information about the system may be provided through locally defined property sets. There are no predefinedproperty sets for systems

Specification of a name for the system if required HVACDesigner

HVAC Systems(FP)

Specification of a description for the system if required HVACDesigner

HVAC Systems(FP)

The elements that are grouped together to form the system HVACDesigner

HVAC Systems(FP)

Provides information about the flow properties of air in a duct segment, duct fitting or ventilation equipment.Properties may be defined as single values for steady state analysis, time series values for dynamic analysis or both.Properties include:

Source HVACDesigner

HVAC Systems(FP)

Type of fluid (material) HVACDesigner

HVAC Systems(FP)

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Temperature (wet and dry bulb) HVACDesigner

HVAC Systems(FP)

Flow condition HVACDesigner

[HVACSystems (FP)

Flow rate HVACDesigner

HVAC Systems(FP)

Velocity HVACDesigner

HVAC Systems(FP)

Pressure HVACDesigner

HVAC Systems(FP)

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Ducts

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In this section all duct related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Owner History

Information Needed Man Opt Rec Actor Supplying Functional Part

The owner history of the flow segments must be asserted. HVAC Designer Model Flow Segment (FP)

General Attributes

Information Needed Man Opt Rec Actor Supplying Functional Part

General attributes of the flow segment types and occurrences may be specified including:

name to extend identification of the type or occurrence HVAC Designer Model Flow Segment (FP)

description that can be used for any further qualifying information HVAC Designer Model Flow Segment (FP)

Placement and Shape

Note that since IFC generally allows for elements to have multiple shape representations, provision of shape representations of ductwork systems at different lifecyclestages should be considered as cumulative and not as alternative.

Information Needed Man Opt RecActor

SupplyingFunctional

Part

Where information about ductwork is to be exchanged as part of the building model specification, the placement andshape representation should be asserted.For a ductwork system, the principal shape representation to be used may differ at particular stages in the project lifecycle. Shape representations as used should have values for representation identifier and representation type attributesset as given in the functional part.For early design stages, line based representation may be used as defined by the Axis Representation in the functionalpartFor detailed design stages, Body Representation may be used. These may be assigned to the type using mappedrepresentations or to the occurrence as 'own' shape representations. In an exchange of ductwork information, theforms of body representation used should be clearly indicated to the receiving system as being:

Swept solidCSGBounding boxBoundary representation (Brep)

HVACDesigner

Model FlowSegment (FP)

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Properties

Specification of properties that may be assigned through property sets as defined in the functional part. For flow segments, properties may be defined either for thesegment type or the segment occurrence or for both (although definition for both is not expected in practice). Properties specified may include:

Information Needed Man Opt RecActor

SupplyingFunctional Part

Cross sectional shape of the duct. HVACDesigner

Model FlowSegment (FP)

Material from which the duct segment is constructed. HVACDesigner

Model FlowSegment (FP)

The thickness of the duct segment material HVACDesigner

Model FlowSegment (FP)

Pressure classification as defined by the authority having jurisdiction (e.g., DW144, SMACNA, etc.) HVACDesigner

Model FlowSegment (FP)

Weight per unit length. HVACDesigner

Model FlowSegment (FP)

Allowable maximum and minimum working pressure (relative to ambient pressure). May be considered to beoptional in earlier design stages but is recommended for inclusion at coordinated design stage.

HVACDesigner

Model FlowSegment (FP)

Allowable maximum and minimum temperature.May be considered to be optional in earlier design stages but is recommended for inclusion at coordinated designstage.

HVACDesigner

Model FlowSegment (FP)

The type of seam to be used along the longitudinal axis of the duct segment.May be considered to be optional in earlier design stages but is recommended for inclusion at coordinated designstage.

HVACDesigner

Model FlowSegment (FP)

Length of the duct segment.Note that it is recommended that duct length be included in the property set. It may also be specified usingmethods of measurement as a length measure

HVACDesigner

Model FlowSegment (FP)

The nominal width or diameter (if circular) of a duct or, in the case of a circular cross section, the diameter. HVACDesigner

Model FlowSegment (FP)

The nominal height of the segment (omitted if the duct segment is circular). HVACDesigner

Model FlowSegment (FP)

The end-style treatment of the duct segment manufactured. HVACDesigner

Model FlowSegment (FP)

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The type of reinforcement, if any, used for the duct segment HVACDesigner

Model FlowSegment (FP)

The spacing between reinforcing elements HVACDesigner

Model FlowSegment (FP)

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Equipment

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In this section all Equipment related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Owner History

Information Needed Man Opt Rec Actor Supplying Functional Part

The owner history of the equipment must be asserted. HVAC Designer Model Ventilation Equipment (FP)

General Attributes

Information Needed Man Opt Rec Actor Supplying Functional Part

General attributes of the equipment types and occurrences may be specified including:

name to extend identification of the type or occurrence. HVAC Designer Model Ventilation Equipment (FP)

description that can be used for any further qualifying information. HVAC DesignerProduct ManufacturerProduct Supplier

Model Ventilation Equipment (FP)

Placement and Shape

Note that since IFC generally allows for elements to have multiple shape representations, provision of shape representations of ductwork systems at different lifecyclestages should be considered as cumulative and not as alternative.

Information Needed Man Opt RecActor

SupplyingFunctional Part

Where information about equipment shape is to be exchanged as part of the building model specification, theplacement and shape representation should be asserted.The shape representation of an item of ventilation equipment is typically a representation map which is definedfor the equipment type and then referenced for each occurrence. Each occurrence specifies its own placement.Within the representation map, the particular form of the shape representation may differ according to the lifecycle stage as with flow segments. Generally, the representations selected for the flow fitting representation mapwill follow the representations selected for flow segments being either:

Axis RepresentationBody Representation

Swept solidCSGBounding boxBoundary representation (Brep)

HVAC DesignerProductManufacturerProductSupplier

Model VentilationEquipment (FP)

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Properties

Information Needed Man Opt RecActor

SupplyingFunctional Part

Specification of properties that may be assigned through property sets as defined in the functional part. Forventilation equipment, properties will generally be defined for the equipment type.Properties specified vary according to the equipment type. Refer to the functional part for further details.Note that particular equipment types and their properties are identified through the specification ofparameters with the functional part as shown.

HVAC DesignerProductManufacturerProduct Supplier

Model VentilationEquipment (FP)

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Fittings

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In this section all fittings related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

Owner History

Information Needed Man Opt Rec Actor Supplying Functional Part

The owner history of the flow fittings must be asserted. HVAC Designer Model Flow Fitting (FP)

General Attributes

Information Needed Man Opt Rec Actor Supplying Functional Part

General attributes of the fitting types and occurrences may be specified including:

name to extend identification of the type or occurrence HVAC Designer Model Flow Fitting (FP)

description that can be used for any further qualifying information HVAC Designer Model Flow Fitting (FP)

Placement and Shape

Note that since IFC generally allows for elements to have multiple shape representations, provision of shape representations of ductwork systems at different lifecyclestages should be considered as cumulative and not as alternative.

Information Needed Man Opt RecActor

SupplyingFunctional

Part

Where information about fitting shape is to be exchanged as part of the building model specification, the placementand shape representation should be asserted.The shape representation of a duct fitting is typically a representation map which is defined for the fitting type andthen referenced for each occurrence. Each occurrence specifies its own placement.Within the representation map, the particular form of the shape representation may differ according to the life cyclestage as with flow segments. Generally, the representations selected for the flow fitting representation map will followthe representations selected for flow segments being either:

Axis RepresentationBody Representation

Swept solidCSGBounding boxBoundary representation (Brep)

HVACDesigner

Model FlowFitting (FP)

Properties

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Specification of properties that may be assigned through property sets as defined in the functional part. For flow fittings, properties will generally be defined for the fittingtype. Properties specified may include:

Information Needed Man Opt RecActor

SupplyingFunctional Part

Subtype of fitting (i.e., 5-gore, pleated, stamped, etc.)May be considered to be optional in earlier design stages but is recommended for inclusion at coordinated designstage.

HVACDesigner

Model FlowFitting (FP)

Material from which the duct fitting is constructed HVACDesigner

Model FlowFitting (FP)

The thickness of the duct fitting material HVACDesigner

Model FlowFitting (FP)

Pressure classification as defined by the authority having jurisdiction (e.g., DW144, SMACNA, etc.) HVACDesigner

Model FlowFitting (FP)

Weight per unit length. HVACDesigner

Model FlowFitting (FP)

Allowable maximum and minimum working pressure (relative to ambient pressure). May be considered to beoptional in earlier design stages but is recommended for inclusion at coordinated design stage.

HVACDesigner

Model FlowFitting (FP)

Allowable maximum and minimum temperature.May be considered to be optional in earlier design stages but is recommended for inclusion at coordinated designstage.

HVACDesigner

Model FlowFitting (FP)

The nominal width or diameter (if circular) of a duct fitting or, in the case of a circular cross section, the diameter. HVACDesigner

Model FlowFitting (FP)

The nominal height of the fitting (omitted if the duct fitting is circular). HVACDesigner

Model FlowFitting (FP)

The end-style treatment of the duct segment manufactured. HVACDesigner

Model FlowFitting (FP)

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Information Delivery Manual (IDM)

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Ports

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In this section all Port related information needed to satisfy the Exchange HVAC Model - (Systems) will be described.

A port is a logical mechanism that is used to enable an element to connect to another element. A distribution port is a type of port that is used for connecting togetherdistribution flow elements such as ductwork elements.

A distribution element may have one or more points at which it connects to other elements. A distribution port is located at a point where a connection can occur. Thelocation of the port is determined in the context of the local coordinate system of the element to which it belongs.

A port is defined as belonging to a particular element through a port to element connection relationship.The information that is captured concerning a distribution port includes:

Owner History

Information Needed Man Opt Rec Actor Supplying Functional Part

The owner history of the port must be asserted. HVAC Designer Model Distribution Port (FP)

General Attributes

Information Needed Man Opt RecActor

SupplyingFunctional Part

Specification of port name. HVAC DesignerModel Distribution Port(FP)

Specification of port description. HVAC DesignerModel Distribution Port(FP)

Placement of the port in the context of the local coordinate system of the element to which it belongs. HVAC DesignerModel Distribution Port(FP)

The port may be assigned a shape representation; for a distribution system this would typically be apoint.

HVAC DesignerModel Distribution Port(FP)

Specification of the relationship between the port and the element for which it provides a connectionopportunity.

HVAC DesignerModel Distribution Port(FP)

The direction of flow through the port. HVAC DesignerModel Distribution Port(FP)

Properties

Information Needed Man Opt Rec Actor Supplying Functional Part

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Additional properties that may be defined for ports includes:

The number of the port in the context of the element HVAC Designer Model Distribution Port (FP)

The type of connection made at the port HVAC Designer Model Distribution Port (FP)

Connection

Information Needed Man Opt RecActor

SupplyingFunctional

Part

Defines the connection made between two ports.For connections made between ports, the values of flow direction for each port must match. If the flow direction of therelating port is a SOURCE (outgoing), the flow direction of the related port must be SINK (incoming). If the flow directionof the relating port is SOURCEANDSINK, the flow direction of the related port must also be SOURCEANDSINK

HVACDesigner

Connect Ports(FP)

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