bimkernel · 03

    ISO 19650 · information management

    Common
    data
    environment.

    A CDE is not a platform. It is an agreement: where each file lives, what state it is in and who lets it through.

    The problem

    Which one is right?

    Emails, folders and local copies. Nobody knows which version is current or who signed it off.

    The usual folder plan_final.pdf plan_final2.pdf plan_FINAL_FINAL.pdf plan_fin_revJM.pdf plan_fin_GOOD (2).pdf ??
    Time lost 35% of time goes on searching, fixing and redoing FMI 2018 · USA
    01No current version
    02No record of who approved it
    The definition

    An agreed source.

    The common data environment is the agreed place where information is collected, managed and disseminated, always through a managed process.

    Two pieces, one CDE
    Workflow+Technology solution=CDE
    1Collecteverything in one place
    2Managestate and version
    3Disseminateto whoever needs it
    The unit

    Everything is a container.

    A model, a drawing or a schedule: any named, retrievable set of information. It travels with its metadata.

    A container and its tags STATUS · S2 REVISION · P03 CLASS · Ss_25
    It can beA fileA partA table
    NameUnique and persistent
    MetadataThey state its status
    The flow

    Four states.

    Every container is always in one: it is worked on, shared to coordinate, published to be used, and everything is recorded.

    The life cycle of a container WORK INPROGRESS SHARED PUBLISHED ARCHIVED the teamto coordinateto use record of every step · audit trail
    Visible outside2 of 4
    Gates2 controlled
    Deleted0 all is kept
    State 1

    Work in progress.

    The team's workshop. Its author produces it and no one outside sees it: it can be wrong, deleted and redone.

    Privateits task team only
    Internal versions
    P01.01P01.02P01.03…
    RuleNo one builds or coordinates with another team's work in progress
    State 2

    Shared.

    Approved for other teams to see. It is for coordinating and commenting, not for building.

    Everyone sees it, no one changes it ARCSTRMEPCLIS1
    RevisionP01no decimals
    UseCoordinate · review
    Not valid forConstruction · contract
    State 3

    Published.

    Authorized for use: in detailed design, in construction or in operation. It is the contractual version.

    Authorizedand accepted by the client
    RevisionC01contractual
    ForDetail
    ForConstruction
    ForAsset
    State 4

    Archived.

    It is not the end of the road: it is the logbook. It keeps every superseded version and every change of state, with who and when.

    The logbook of a container P01.01P01P02C01C02 WIPsharedsharedpublishedcurrent
    WhoUser
    WhenDate and time
    WhatStatus and revision
    The transitions

    Nothing passes without permission.

    Between states there are gates. The team itself opens the first; the second is opened by whoever is responsible for the appointment and then by the client.

    Two decisions
    WIP→Check · review · approve→Shared→Review · authorize · accept→Published
    Gate AApprove for sharingthe task team
    Gate BAuthorize for publicationlead appointed party + client
    The tag

    The state is not the folder.

    Every container carries three mandatory fields: status code, revision code and classification. Folders help, but they do not replace the tag.

    StatusS2what it is for
    RevisionP03which version it is
    ClassSs_25what it is about
    If the file is movedThe folder changes, the tag travels with it
    The counter

    P for preliminary, C for contractual.

    Working versions carry decimals, shared ones do not, and published ones change letter.

    A revision from start to finish
    P01.01→P01.02→P01→P02.01→P02→C01
    .01 .02WIP
    P01 P02Shared
    C01 C02Published
    The name

    A name that reads itself.

    Fixed fields separated by hyphens: which project, who produces it, where it is, what it is, which discipline and what number it carries.

    Anatomy of a name BFD ARQ ZZ 02 M3 A 0001 projectoriginatorvolumeleveltypedisc.number jobcompanyallfloor 23D modelarch.sequential
    Fields7
    Separator- hyphen
    Outside the nameStatus and revision
    The roles

    Who asks, who delivers.

    The client appoints. A lead company answers for the whole delivery team, and each task team produces its part.

    The chain of appointments APPOINTING PARTY LEAD APPOINTED PARTY ARCHITECTURESTRUCTUREMEP delivery team
    AppointsClient
    AnswersLead
    ProduceTask teams
    Who sees what

    Permission depends on the state.

    The author edits their work in progress. Other teams read what is shared. What is published is read-only.

    WhoWIPSharedPublished
    Its task teamEditsReadsReads
    Other teams—ReadsReads
    Lead appointed party—Reads and reviewsAuthorizes
    Client—Reads if shared with itAccepts
    No oneEdits what is publisheda new revision is created
    ByRole, not by person
    Coordination

    Link it, do not copy it.

    Each team works on its own model and references the others from the shared state. That way everyone coordinates against the same version.

    Three models, one federation ARC · WIPSTR · WIPMEP · WIPshared · S1federated
    What is referencedShared contentnever someone else's WIP
    If a model changesNew shared revision and everyone updates
    At handover

    From project to asset.

    What is published and accepted forms the project information model. At close-out it is archived and feeds the asset information model, the one the owner will use.

    Two information models
    PIM · project→Acceptance→AIM · asset
    PIMDesign and construction
    AIMOperation and maintenance
    The standard

    Six parts, one method.

    The ISO 19650 series organises information management across the whole life cycle. The CDE is born in Part 1.

    The parts and their year 2018202020222025 125346
    Part 1Concepts
    Parts 2 · 3Delivery · operation
    Parts 4 · 5 · 6Exchange · security · health
    ISO 19650-2

    The CDE is set up before tendering.

    Part 2 describes eight activities. The client establishes the CDE in the first one, before inviting anyone.

    From appointment to close-out
    1 Need→2 Invitation to tender→3 Tender response→4 Appointment→5 Mobilization→6 Production→7 Delivery→8 Close-out
    5.1.7It is established
    5.5It is tested
    5.8.1It is archived
    What is asked for

    From requirement to plan.

    The client says what information it needs. The team answers how, who and when. The CDE is where that promise is kept.

    The client asks
    OIRAIRPIREIR
    The team answers
    BEPMIDPTIDP
    Each planned deliveryA container with a date, an author and an expected state
    The small print

    The codes are not ISO.

    ISO 19650 asks for status and revision codes, but does not set them. Each country defines them in its national annex, and they do not match.

    United KingdomS0–S7A · B · CR
    IrelandP1–P10S · A · B · C · D
    Spain—no national annex
    ConsequenceEach project's BEP has to choose and write down its codes
    UK annex

    What it is for, in two characters.

    The suitability code says what a shared or published container may be used for. The UK annex is the most copied, and it changed in 2021.

    CodeStateSuitable for
    S0Work in progressTask team work
    S1SharedCoordination
    S2SharedInformation
    S3SharedReview and comment
    S4SharedStage approval
    A1…AnPublishedAuthorized and accepted
    2018S6 · S7 · CRPIM, AIM and as-built
    2021S6 and S7 withdrawnCR becomes A6
    BIM Plan

    Spain requires it in phases.

    The BIM Plan for public procurement defines the CDE and requires it in line with UNE-EN ISO 19650 from the advanced level onwards.

    Contracts of €5.382 M or more INITIALINTERMEDIATEADVANCEDINTEGRATED 04-202410-202510-202704-2030CDE ISO 19650
    OrderPCM/818/2023BOE 20-07-2023
    AlsoENS and ENIsecurity and interoperability
    ISO 19650-5

    Not everything is shared.

    A police station, an airport or a power grid reveal too much. Part 5 requires a sensitivity assessment before deciding who gets access.

    Assess sensitivitybefore the first file
    If it is sensitiveSecurity strategy and plan
    In the CDE this meansNeed-to-know permissions · logging · encryption · hosting
    2026 revision

    Second edition on the way.

    Parts 1 and 2 are under revision. The new Part 2 will merge delivery and operation into a single process. Meanwhile, the 2018 editions remain in force.

    Parts 2 and 3 merge
    2 · Delivery+3 · Operation=New 2 · Management process
    ISO stage40.93new DIS ballot · 18-08-2026
    In force2018 editions
    The authoring tool

    Syncing is not sharing.

    The central model in the cloud is the team's work in progress. Only an explicit step takes it out of there for others to see.

    RevitSynchronize → PublishCloud Worksharing
    ArchicadTeamwork on BIMcloudelement reservation
    Tekla StructuresRead in → Write outTekla Model Sharing
    VectorworksProject Sharing.vwxp and .vwxw
    All of themAre the workshop: work in progress, not shared
    Save and export

    Version is not revision.

    The platform numbers every save. The ISO revision is decided by a person when passing a gate. And the IFC is a different container from the native file.

    Civil 3D in the cloudV1…V47one version per save
    ISO revisionP03one per decision
    Two containers, two names
    BFD-ARQ-ZZ-02-M3-A-0001 · RVTBFD-ARQ-ZZ-02-M3-A-0002 · IFC
    The solutions

    Many brands, same states.

    Each platform handles the four states in its own way. Define the workflow first; choose the tool afterwards.

    Autodesk DocsFolders + attributes
    Trimble ConnectNo native states
    Bentley ProjectWiseISO configuration
    Oracle AconexConfigurable statuses
    DaluxShared and published areas
    Catenda HubISO workflow on demand
    As the standard puts itWorkflow first, solution second
    Two ways

    State in a folder or in a label.

    Some platforms move the file to another folder when its state changes; others change its label and leave it where it is. Both work if permissions follow.

    By folders 01-WIP02-SHARED03-PUBLISHEDARCHIVED
    By metadata SHARED PUBLISHED
    If it moves foldersWatch out for links
    In both casesThe label rules
    The gates, automated

    The gate has a button.

    A review workflow assigns reviewers, collects their decision and moves or relabels the container. Not every feature allows it.

    A typical workflow
    Upload→Reviewer 1→Reviewer 2→Approve→Copy to published
    Autodesk Docs1–6 steps
    DaluxTriggered by the status
    Trimble ConnectReleases without approval
    Certifications

    Not all seals carry the same weight.

    “ISO 19650 compliant” can be an external audit or a line in a brochure. Check who certifies it and against which parts.

    BSIKitemark · Asite, Autodesk, Aconex
    TÜVAttestation · Thinkproject
    bSIIFC only, not ISO 19650
    Self“Compatible” with no auditor
    AskWho? Which parts?
    And rememberThe tool is certified, not your workflow
    buildingSMART

    Getting CDEs to talk to each other.

    The OpenCDE APIs let you open and save containers from a CDE in any program, without downloading by hand.

    Three APIs, one foundation DOCUMENTS APIBCF APIFOUNDATION API upload and download containers · 1.0issues · 3.0
    Documents APIFinal standard21-12-2023
    CertificationNone existsself-declared lists
    Issues

    A comment with coordinates.

    BCF stores each issue with its view, its snapshot and the affected elements. It travels between programs and the CDE without touching the model.

    Inside a .bcf
    markup.bcfviewpoint.bcfvsnapshot.png
    Two formsFile or APIBCF-XML · BCF API
    In SpainBCF is required from the advanced level of the BIM Plan
    Linked containers

    Deliver with the links.

    ICDD packages models, drawings and tables together with the links between them. DIN SPEC 91391 sets which functions a CDE must have and how to exchange between two.

    An ICDD package IFCPDFtablelink
    ISO 215972020ICDD · parts 1 and 2
    DIN SPEC 91391-1CDE functions
    DIN SPEC 91391-2Exchange between CDEs
    ISO 19650-4

    Six questions at every gate.

    Before sharing or publishing, the container is reviewed against six criteria. The first is the CDE itself: correct name and metadata.

    1CDEname and metadata
    2Conformancewith the standard
    3Continuitywith what came before
    4Communicationit is understood
    5Consistencyno contradictions
    6Completenesseverything requested is there
    Try it

    Does it pass the gate?

    Type a container name and check field by field whether it meets the 2018 UK convention, the most widely used.

    Naming checker Inferred
    The content

    The name is not enough.

    The CDE checks the container; the IDS checks what is inside the IFC. Together they turn the gate into an automatic test.

    Before sharing
    IFC+IDS→BCF report→Approve or return
    IDS1.0June 2024
    IfcTesterHTML · JSON · BCF
    SolibriRule 244
    The usage test

    A CDE nobody uses does not exist.

    The most common failure is not technical: teams that keep sending things by email. You audit it with samples, not with the manual.

    Real metro, 20255 systemsin parallel for the same thing
    Six Istanbul metro lines“Most do not actively use the CDE”
    Sample10 containers
    CheckName · status · record
    And askDid it arrive by email?
    In summary

    Four rules.

    01One placeoutside it, it does not exist
    02One statusin the label, not in the folder
    03One gatewith someone who opens it
    04One recordwho, what and when