0% found this document useful (0 votes)
147 views

The Ultimate Guide To The Common Data Environment (CDE) in 2024 - 12d Synergy

Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
147 views

The Ultimate Guide To The Common Data Environment (CDE) in 2024 - 12d Synergy

Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 35

04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

The Ultimate Guide to the Common Data


Environment (CDE) in 2024
by Mitch McPherson | May 16, 2022

Table of Contents [ Show ]

Reading Time: 28 minutes

This guide provides an overview of the Common Data Environment (CDE) and the ISO
19650 information management process. It aims to distil the key concepts, principles
and processes and explain them to you in simple terms. Whether you’re an asset owner
or operator, consultant or contractor, client or council, we trust this guide will prove
helpful.

This guide is an accompanying post to our Ultimate Guide to ISO 19650. It is highly recommended reading both guides 2
as the CDE must be understood in the greater context of the ISO 19650 information management process.

https://www.12dsynergy.com/common-data-environment-guide/ 1/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Chapters
Overview of the Common Data Environment (CDE)
ISO 19650 Information Management Overview
Concepts and Principles of the CDE
The CDE Workflow
CDE Metadata
Example CDE Workflow
The CDE Solution

CDE Requirements Checklist


Download a free checklist designed to aid your selection of a CDE solution in compliance with the ISO 19650
information management series.

Download Your Copy

https://www.12dsynergy.com/common-data-environment-guide/ 2/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Chapter 1:

Overview of the Common Data Environment


(CDE)

First you will be introduced to what a common data environment (CDE) is and its importance to
the built environment.

https://www.12dsynergy.com/common-data-environment-guide/ 3/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Information Management and BIM


It wasn’t long ago that ‘information management’ meant wall-to-wall filing cabinets and ‘collaboration’ involved
a bumbling fax machine and a trusty red marker.

New tools and technologies have unquestionably transformed the industry. Built assets can now be designed,
delivered, operated, and maintained using federated 3D BIM models and information-rich digital twins.

However, with these new BIM processes, come new challenges. Namely around how information is generated,
coordinated, and exchanged.

ISO 19650 and the term common data environment (CDE) have evolved to provide an international best
practice framework for how information is managed across the full lifecycle of a built asset or project.

What is a Common Data Environment?

Definition
A common data environment (CDE) is a single platform or group of integrated IT solutions which
provide a centralised repository for the collection, management and dissemination of project and asset
information through a managed process.

Put simply, a CDE is a collaborative environment where all stakeholders on a project or asset work on and
share information. The CDE is essential for the effective and efficient implementation of BIM processes and
technologies.

The purpose of the common data environment and ISO 19650 is to ensure the right people work on the right
information at the right time. Ultimately so built assets and projects are delivered on time, within budget, and
to standard.

The CDE represents both technology (the ‘CDE solution’) and a process (the ‘CDE workflow’).

The CDE concept was first established in BS 1192:2007, a superseded British information management
standard developed by BSI Group. CDE later evolved through the UK’s PAS 1192-2:2013 (also superseded)
and more recently by the international ISO 19650 series.

BS 1192:2007 and PAS 1192 have been withdrawn. A transition guide ‘PD 19650-0:2019’ published by BSI
Group has been developed to assist transitioning to BS EN ISO 19650. You can purchase the guide here.

Importance of the CDE for the Built Environment


Before we delve into the details of what a common data environment is, let’s first establish its importance.
What benefits can a CDE provide built assets and projects? 2

Benefits of a common data environment (CDE):

https://www.12dsynergy.com/common-data-environment-guide/ 4/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Facilitating access to the latest, most up-to-date information within a centralised environment
Project information is managed in a controlled and secure environment ensuring the right people
have the right access to the right information at the right time
The right information is readily accessible to all appropriate teams, regardless of location or device:
i.e., onsite with a mobile device
An audit trail of information development and exchange is captured across the delivery and
operation of a built asset
Information is progressively developed through a managed process (the CDE Workflow), with
permissions controlled accordingly
Information is coordinated and reused across disciplines and teams, reducing clashes, rework, and
duplication
Greater collaboration is facilitated amongst disciplines and teams, rather working in isolation
(information silos)
Information is clearly identifiable with common standards and associated meta-data (attributes)

Ultimately the CDE and ISO 19650 information management process enable faster, easier, and more
accurate decisions to be made by stakeholders across the asset lifecycle. As well as the creation of
information models that better meet the needs of the client.

Chapter 2:

ISO 19650 Information Management Overview

Now that you’ve been introduced to the CDE and its importance, we will now discuss the CDE in
the greater context of the ISO 19650 information management process. You will be introduced to
some of the key concepts and principles of the ISO 19650 series.
For more information on the series read our comprehensive Ultimate Guide to ISO 19650.

https://www.12dsynergy.com/common-data-environment-guide/ 5/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

What is ISO 19650?

ISO 19650 is a series of standards which define a common unified framework for the effective
collaborative production and management of information across the full lifecycle of a built asset using
building information modelling (BIM).

In short, it’s an international best practice process for creating, sharing, and exchanging information on built
assets and projects. Where the appointing party (i.e., the client or asset owner) provides clear requirements for
information and a collaborative environment (the CDE) within which delivery team(s) can produce information
in an effective and efficient manner.

The series is intended for use across all built assets and projects by all parties, including procurement, design,
construction, and asset owners and operators.

The standard mandates the use of a common data environment on projects or assets where ISO 19650 is
specified.

About the Standard


ISO 19650 is a series made up of six parts: 4 are published and 2 are in development (at the time of publishing
this guide). We provide an overview of these in our Ultimate Guide to ISO 19650.

Importantly, clients and authorities may define their own requirements for ISO 19650 and CDEs, as seen in
Australia with TfNSW’s Digital Engineering Framework and the Victorian Digital Asset Strategy (VDAS) in Victoria.

Note: The 19650 series “should be applied in a way that is proportionate and appropriate to the scale and
complexity of the asset or project” (ISO 19650-1). Many of the concepts and principles contained in the series and
the above-mentioned guide may be beyond the needs of your asset or project. If in doubt about your role or
responsibilities, please refer to the standards or seek specialised assistance from a qualified third-party.

https://www.12dsynergy.com/common-data-environment-guide/ 6/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

CDE Requirements Checklist


Download a free checklist designed to aid your selection of a CDE solution in compliance with the ISO 19650
information management series.

Download Your Copy

https://www.12dsynergy.com/common-data-environment-guide/ 7/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

ISO 19650 Parties & Teams


Before going any further it’s important to understand the ‘who’ of the standard, and to familiarise yourself with
its terminology so the industry can speak a ‘common tongue’. Below is an overview of the parties and teams
involved in the ISO 19650 information management process, as outlined in ISO 19650-1.

Parties

Information Exchange
Overview Examples
Role

Appointing party Establisher of work The client or asset Receivers of


owner information

Lead appointed party Organisation Engineering consultant Providers of


contracted to deliver or general contractor information
works by the appointing
party

Appointed party Organisations Designers, planners, Providers of


subcontracted by the surveyors and/or information
lead appointed party suppliers

Appointments (contracts) exist between the appointing party and their lead appointed parties, and between the
lead appointed party with their own appointed parties (i.e., subcontractors).

Teams

Overview Examples Count

Project team All parties involved in N/A One per project


the delivery process of
an asset

Delivery team(s) All individuals Detailed design or One or more


responsible for the construction
creation and
management of
information

Task team(s) A team or individual Civil design, surveying One or more


responsible for and/or geotechnical
performing specific
tasks. Usually created
around a discipline.
2
It is from this hierarchy of parties and teams that the ISO 19650 information management process and gated
CDE Workflow is built.

https://www.12dsynergy.com/common-data-environment-guide/ 8/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

ISO 19650 Information Management Process Summarised


Below is a high-level overview of the structured 8-stage information management process set out by ISO
19650. Please read our Ultimate Guide to ISO 19650 to understand the process in greater detail or refer to the
standards directly.

ISO 19650 Information Management Process (Simplified) 

Summary of the ISO 19650 Information Management Stages, Phases and Involvement

https://www.12dsynergy.com/common-data-environment-guide/ 9/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

ISO 19650 Cheat Sheet PDF


Download a free summary of the ISO 19650 series, recapping the appointment structure, information
management process, CDE workflow and more.

Download Your Copy

https://www.12dsynergy.com/common-data-environment-guide/ 10/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Information Models
The result of the ISO 19650 information management process is the creation of a project information model
(PIM) and asset information model (AIM). These models are repositories of published information that inform
decision making by stakeholders around the project or asset.

These information models can include both structured information (geometrical models, schedules, and
databases) and unstructured information (documentation, reports and multimedia).

PIM and AIM only contain contractual (authorised) information in the published and archived states that has
been authorised by the appointing party. This ensures decision-making, such as the construction of the asset, is
not based upon draft or unauthorised information.

Project Information Model (PIM)


The PIM is a collection of information that provides all the information required to carry out the
delivery phase (i.e., design & construction) of the asset, in accordance with the appointing party’s
exchange information requirements (EIR).

Example of information which may be included: project geometry, location of equipment, performance
requirements, method of construction, scheduling, costs and details of installed systems, components,
and equipment during project construction.

At the completion of a project, elements of the PIM may be transferred to the AIM to enable the
ongoing operation and maintenance of the asset. After which, the PIM is archived enabling a long-term
record and audit trail of the project in case information is needed.

Asset Information Model (AIM)


The ultimate output of the information management process is the creation of an AIM, which provides
all the information required to perform the operation phase of the asset.

The AIM can include graphical models, non-graphical data and all necessary documentation for the
ongoing maintenance, operation, and management of the asset.

Example information includes equipment registers, cumulative maintenance costs, records of


installation and maintenance dates, and property ownership details.

For more information on ISO 19650, read our Ultimate Guide to ISO 19650 here.

https://www.12dsynergy.com/common-data-environment-guide/ 11/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Chapter 3:

Common Data Environment (CDE) Concepts and


Principles

This chapter provides an overview of the concepts and principles of the common data
environment (CDE) established in ISO 19650-1.

As noted above, these principles were first established in BS 1192:2007, continued in PAS 1192-
2:2013 and later adapted and internationalised for ISO 19650.

Concepts and Principles


Information Containers
Model Federation
CDE Workflow
CDE Metadata

https://www.12dsynergy.com/common-data-environment-guide/ 12/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Information Containers
ISO 19650 uses the term ‘information container’ to denote files, models, documents, or datasets, etc.

Information Containers are a “named persistent set of information retrievable from within a file,
system or application storage hierarchy” (ISO 19650-1 (3.3.12)).

An information container can be both structured information (geometrical models, schedules and databases)
and unstructured information (reports, documentation, and multimedia).
Each information container (i.e., file or set of information) should have a ‘unique ID’ (i.e., file name) to ensure
information is easily identifiable and retrievable from the CDE. This will be in accordance with an agreed and
documented convention, comprised of one or many fields, separated by a delimiter. Wherein, each field is
assigned a value from an agreed and documented codification standard, such as Uniclass 2015.

Recommendations for these conventions might be outlined in your national annex. For example the UK
national annex BS EN ISO 19650-2 recommends the following format:

Project – Originator – Functional Breakdown – Spatial Breakdown – Form – Discipline – Number


Identifier

Example information container names using the BS EN ISO 19650-2 naming conventions. Source: Symetri, ISO 19650 File
Naming Update

Model Federation
Federation involves the combining of multiple information containers (i.e., BIM models) into one amalgamated
information model. A federated model can comprise information containers from different parties, teams,
and/or disciplines.

The common data environment aids model federation by enabling the controlled and secure coordination of
information between varying models and teams.

Delivery teams are required by ISO 19650 to propose a federation strategy as part of their BIM Execution Plan
(BEP). This federation strategy defines the proposed approach to break down the information model into one
or more manageable units.

Benefits of Model Federation:


Supports simultaneous working: Multiple components of the federated model can be worked upon 2
simultaneously within a CDE workflow without introducing coordination issues, overwriting edits, or
duplication.
Supports information security: The information model can be compartmentalised according to the
security requirements of the asset or project.
https://www.12dsynergy.com/common-data-environment-guide/ 13/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Supports multi-disciplinary collaboration: The information models of various disciplines can be


combined into one model, enabling better clash detection and collaboration across disciplines.
Supports information exchange: The information model may need to be broken down into smaller
information containers for easier transferring and accessing. For instance, to reduce file size for
remote teams accessing information onsite with poor internet connections.
Enables large or complex projects to be compartmentalised: for instance, breaking up a highway
project into zones.

Graphic illustrates the model federation process. Information containers produced by the task teams are shared into a
discipline model, which is later federated into a combined model with other discipline models.

Chapter 4:

The CDE Workflow

https://www.12dsynergy.com/common-data-environment-guide/ 14/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

CDE Workflow Overview


The CDE Workflow describes the managed process through which information is produced, shared, and
exchanged within the CDE solution.

The CDE workflow was first established in the UK’s BS 1192:2007 and later evolved in the PAS 11920-2:2013
standards, and more recently in ISO 19650.

The workflow is a process where information is controlled across four States:

1. Work in Progress (WIP) – draft information being developed by a task team


2. Shared – information approved for sharing with other appropriate task teams, i.e., for comment or
coordination
3. Published – contractual information authorised by the appointing party for a specific use, i.e., for
construction
4. Archived – journal of information providing an audit trail of information container development

ISO 19650 Common Data Environment (CDE) Workflow. Source: UK BIM Framework Information Management According to
BS EN ISO 19650 Guidance Part C

Characteristics of the CDE Workflow


The CDE workflow is a gated process where transition from one state to another is subject to approval and
authorisation at each information container level.

Access is controlled at each State by the CDE solution, ensuring the right people have the right access to the
right information at the right time. This safeguards against the misuse of information, such as draft information
being used for coordination or decision making. 2
Note not all information passes all four states, some information may never reach the published state. For
example, an initial survey pick-up for planning purposes.

https://www.12dsynergy.com/common-data-environment-guide/ 15/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

The workflow is also not a linear one-way process. Instead, Information may pass between WIP and shared
states several times before being eventually published. Information container development can involve
multiple iterations, multiple reviews, approvals and authorsations, and multiple ‘journal entries’ into the
archived state.

A summary of the CDE workflow process, including states, steps and parties as specified in ISO 19650-1 and ISO 19650-2.

Work In Progress (WIP) State


The work in progress (WIP) state is where information is created and amended by the task team
responsible for its production. Authors produce information which they control and check, only
sourcing approved information (shared or published) through reference, federation, or direct
information exchange.

WIP is the only state where information is editable and where information development occurs.

Information in WIP is draft information that is unapproved for sharing outside the task team
responsible for its creation. Access is controlled accordingly by the CDE solution to prevent other
parties from viewing, working on, referencing, or issuing draft information.

At any time, information can be rejected and returned to a WIP state for amendment or further
development, with the exception of information that has been archived.

Even if an information container is shared or federated, responsibility for the information remains with
the author(s) that produced it.

Important: although WIP information is not shared or coordinated it should still be created and worked
upon within the CDE solution. This is to ensure best practice for data management, including access,
versioning, change history, back-ups, etc. The CDE is for all files not just the outputs. This means that
the CDE solution must be able to manage the specific packages used for the creation of information,
2
such as 3D models and final drawings.

WIP to Shared Transition


https://www.12dsynergy.com/common-data-environment-guide/ 16/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Before information moves to the shared state, the information container must first pass a QA check
and then a technical review by the authoring task team.

The QA check reviews the information container’s metadata (such as file name and attributes), not the
contents. While the technical review is concerned with its contents. If passed, the information
container transitions to a shared state; if rejected, it remains in WIP to be amended and resubmitted.

Shared State
Information in the Shared state is information that has been approved for sharing for a specific purpose.
Often, with the delivery team or a draft shared with the appointing party, sometimes via a Client Shared
state (more information on this below).

Information sharing enables constructive and collaborative development of the information within the
team. Information containers in the shared state should be consulted by all appropriate appointed
parties for the purpose of coordination with their own information.

Shared information must only be used for the permitted use or purpose for which the information
has been shared, denoted by the information container’s Status (suitability) Code.

Shared information is visible and accessible by authorised users but is read-only. If editing is required,
the information container should be returned to WIP for amendment by its author(s).

Shared information must be the most current approved revision of the information container.

Sharing should NOT cause duplication; each information container should be unique within the CDE.
The CDE enables a secure and controlled environment for the sharing of information to occur.

Client Shared
Some interpretations of ISO 19650, such as TfNSW’s Digital Engineering Framework also use a Client
Shared state. Client Shared is used for information containers that are shared with the client, such as
‘for information’, ‘for review’, or ‘for comment’, but are not being issued for Publishing.

Generally, information containers are first shared internally amongst the delivery team, and then once
approved, shared externally to the appointing party or other external stakeholders.

This information is read-only and must only be used for the specific purpose, as denoted by the
information container’s Status Code.

Client Shared could be a restricted shared location within the delivery team’s CDE, or if the appointing
party has their own separate CDE, the information container could be transmitted to the Client CDE,
either by integration or by a document controller.

Shared to Published Transition


At documented project milestones information containers are coordinated into an information model
and published with the appointing party. Information undergoes an internal technical review by the
lead appointed party, and later an external review by the appointing party. The information model is
reviewed against the relevant information requirements for coordination, completeness, and accuracy.
2
If the appointing party’s commercial review is successful, the information model is accepted as a
contractual deliverable and transitions to a Published state.

https://www.12dsynergy.com/common-data-environment-guide/ 17/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

If rejected, the information model is returned to WIP for amendment and resubmission.

Published State
Information in the Published state is contractual information that has been accepted as a deliverable
by the appointing party (i.e., the client).

Published information is authorised for a specific use, such as ‘for construction’ of a project or ‘for the
operation of an asset’, as defined by the information container’s Status Code.

Published information is read-only and must be the most current authorised revision of the
information container. Published information is accessible by authorised persons within the project
team, such as with the document controller, appointing party and CDE administrator(s).

Not all information produced will reach the published state. As an example with drawings it is typically
only be the outputs that transition, while the working files remain in WIP (such as a PDF produced from
a DWG drawing, where the DWG remains in WIP).

Archived State
The Archived state is for information that has been superseded or otherwise archived. The archival
process ensures there’s a definitive version of the PIM and AIM available in case it is needed after the
project has been completed. For instance to inform a refurbishment of the asset.

Information is archived:

To provide a record of information development and exchange in case of a legal dispute


To inform the ongoing operation and maintenance of the asset; and
To help lessons learnt at the completion of the project.

Archived information is read-only and only accessible to the appointing party and the CDE
administrator(s).

The archive should contain a journal of the latest revision of all information containers in the Shared
and Published state, all superseded revisions, as well as a complete journal of information developed in
the WIP state. The timescale for retaining project information should be defined in the appointing
party’s EIR.

This journal of information development, such as the file change history, should include:
Who checked it and when
Who approved it and when
What status was assigned to it before it was shared
Who authorised it and when
Who accepted it and when
2

https://www.12dsynergy.com/common-data-environment-guide/ 18/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

CDE Requirements Checklist


Download a free checklist designed to aid your selection of a CDE solution in compliance with the ISO 19650
information management series.

Download Your Copy

Chapter 5:

Common Data Environment (CDE) Metadata

https://www.12dsynergy.com/common-data-environment-guide/ 19/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

CDE Metadata Overview


Metadata is used in the common data environment to give further information to an information container,
usually using file attributes, such as author, creation data and/or file size.

ISO 19650 identifies that each information container should be assigned the following metadata within the
CDE:

1. State – the above four stages (WIP, Shared, Published and Archived)
2. Status code (suitability) – the purpose or permitted use of an information container (e.g., ‘for
coordination’ or ‘suitable for PIM authorisation’)
3. Revision – tracks the version of shared and published information, in accordance with an agreed
standard
4. Classification – categorisation of information contents, in accordance with an agreed
classification convention (i.e., ISO 12006-2 or Uniclass 2015)

An example of metadata attributes for information containers within the CDE solution. Source: UK BIM Framework ISO
19650 Guidance C: Facilitating the CDE Workflow and Technical Solutions

Your national annex may give recommendations for how metadata values should be
structured, or these may also be specified by the appointing party, as seen in TfNSW’s
Digital Engineering Framework and the Victorian Digital Asset Strategy (VDAS) in Victoria.

These metadata standards should be determined on a project-by-project basis and be agreed upon and
understood by all parties in the project team.
ISO 19650 recommends the following should be agreed upon by the project team prior to information
generation:
1. Information formats
2. Delivery formats
3. Structure of the information model
4. The means of structuring and classifying information
5. Attribute names for metadata 2

Status (Suitability) Codes


https://www.12dsynergy.com/common-data-environment-guide/ 20/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Status codes are metadata used to indicate the purpose or permitted use of an information container.

Status codes are applied to information that is Shared/Client Shared, Published or Archived. All WIP
information is given a default ‘S0’ Status code of ‘preliminary revision and version – not suitable for any
purpose or use’.

This Status Code can be applied as an attribute/metadata attached to the information container within the
CDE.

Below is some examples of Status Codes specified in ISO 19650.

Status codes for information containers according to BS EN ISO 19650-2. Source: UK BIM Framework ISO 19650 Guidance C:
Facilitating the CDE Workflow and Technical Solutions

https://www.12dsynergy.com/common-data-environment-guide/ 21/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Status (Suitability) Codes for information containers specified by the TfNSW’s Digital Engineering Framework – Part 2
Requirements (pages 22-23)

CDE Requirements Checklist


Download a free checklist designed to aid your selection of a CDE solution in compliance with the ISO 19650
information management series.

Download Your Copy

https://www.12dsynergy.com/common-data-environment-guide/ 22/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Revision and Versioning


ISO 19650 requires all information within the common data environment to be revision and version
controlled.

Versioning
The version of information is controlled during WIP by the CDE solution. This creates an auditable history of
the information development which is used by the author to manage their work and avoid losing information
during development. As well as, enabling roll-back to a previous version if required, for instance if the client
requests an earlier option. Version control also allows the author to view previous versions and copy elements
from it to the current live file.

Only task teams responsible for the information container’s production can see the versions of a revision.

Revisioning
Different from versioning, revision is used to track information that is being shared outside the author’s task
team (Shared & Published information). An information container’s revision is incremented after each time it is
shared or published.

ISO 19650 does not define a revision numbering scheme or standardised status codes. Instead, it’s up to the
appointing party and delivery team(s) to agree upon this and to document and communicate it with the
broader team. The revision system used must accommodate the iterative approach of multiple WIP and shared
revisions for a single information container.

Example Revision Metadata System


Below is an example of a revision and versioning naming scheme identified by the UK national annex BS EN ISO
19650-2.
A letter prefix defines the permitted use of the information container: ‘P’ for non-published preliminary
information, ‘C’ for published contractual information
A two numerical integer value denotes revision of the information container that has been approved for
sharing with other teams
A second two numerical integer value defines the WIP version of the primary revision, separated by a
period delimiter

Source: UK BIM Framework ISO 19650 Guidance C: Facilitating the CDE Workflow and Technical Solutions
2
Example Development of an Information Container (BS EN ISO 19650-2)

https://www.12dsynergy.com/common-data-environment-guide/ 23/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Example development of an information container through the revision metadata, in accordance with BS EN ISO 19650-2.
Source: UK BIM Framework ISO 19650 Guidance C: Facilitating the CDE Workflow and Technical Solutions

Classification Codes
ISO 19650 recommends assigning each information container to a common classification for the whole
project. Classification codes are used to indicate the type of information of an information container, for
instance, discipline, zone, project, etc.

Classification codes should be set in accordance with an agreed upon standard before information production
commences, such as Uniclass 2015 or ISO 12006-2. Once established, they should be documented in the
project’s information standard and communicated to the project team for use.

Classification should not duplicate other metadata values, such as State or Status.

CDE Workflow Practical Application


Below is a diagram from TfNSW’s Digital Engineering Framework Part 2 Requirements illustrating a practical
implementation of the ISO 19650 information management process and CDE workflow. The standard uses
‘Client-CDE’ to denote the appointing party’s CDE, and ‘Contractor-CDE’ for the delivery team’s – or delivery
teams’ – CDEs.

https://www.12dsynergy.com/common-data-environment-guide/ 24/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

TfNSW CDE Diagram spanning both the Contractor-CDE and Client-CDE. Source: TfNSW Digital Engineering Framework
Establishing the Contractor CDE

A diagram illustrating the approval states, status (suitability) codes and review outcomes of the TfNSW’s Digital Engineering
Framework’s CDE process. Source: TfNSW Digital Engineering Framework Part 2 – Requirements.
2

https://www.12dsynergy.com/common-data-environment-guide/ 25/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Chapter 6:

Example CDE Workflow (UK National Annex)

https://www.12dsynergy.com/common-data-environment-guide/ 26/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Below is an example of the CDE workflow in practice to aid understanding of the states and metadata. This
example uses the State, Status, and Revision codes specified in the UK national annex BS EN ISO 19650-2.
For more information on this, you can read UK BIM Framework’s ISO 19650 guidance documentation, or refer
to the standards directly.

Lead
Appointing Appointed
Step Overview State Revision Status Appointed
Party Party
Party

1 A drawing is created by a task team WIP P-.01 S0


within the CDE

2 Several iterations of the drawing are WIP P*.06 S0


made by the task team

3 Drawing is submitted for QA check, WIP P*.06 S0


then technical review

4 Drawing passes internal reviews and is Shared P01 S3


shared for delivery team’s review and
comment

5 The drawing is returned to WIP to WIP P01.01 S0


amend in accordance with the feedback
given

6 Drawing is amended with required WIP P01.03 S0


changes and re-submitted for review

7 Reviews passed and drawing is Shared Shared P01.01 S1


for coordination with delivery team

8 Drawing submitted to Client Shared for Client P01.01 S2


information Shared

9 Client provides feedback and drawing is WIP P01.01 S0


returned to WIP for amendment

10 Drawing is amended, reviewed and Shared P02.01 S4


transitions to the Shared state for stage
approval

11 The drawing is submitted to Client Client P02.01 S3


Shared, for review and acceptance Shared

12 Drawing is reviewed by the appointing Published C01 D3


party and accepted as contractual
information for contractor design
2
13 At project end the drawing is archived Archived C01 D3
as part of the PIM

https://www.12dsynergy.com/common-data-environment-guide/ 27/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Chapter 7:

The CDE Solution

https://www.12dsynergy.com/common-data-environment-guide/ 28/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

CDE Solution Overview


The CDE Solution is the technology which enables the CDE workflow process.

Due to the complex nature of AEC projects that include BIM and information models, one product may be
insufficient to handle all aspects of the project or asset. Therefore, the CDE can be a group of integrated IT
systems. The CDE may comprise data management systems, geospatial information systems, project
management software, contract management systems, etc.

The purpose of the CDE is to act as a central repository of information for the project or built asset and to
enable the CDE workflow process.

CDE Ecosystem: Client CDE & Contractor CDE


ISO 19650-2 clause 5.1.7 places onus on the appointing party to implement, configure and support the
project’s CDE. However, in practice delivery teams will likely operate in separate, but connected, CDEs,
forming an ecosystem of CDE solutions.

Like all big changes, the industry will be hesitant to adjust. There are concerns to having design, construction
and the client all operate from the same system, and the legal and financial ramifications associated.

Regardless, the CDE’s fundamental principle of a centralised repository for all project parties can still be
realised through an ecosystem of separate but connected common data environments.

ISO 19650 acknowledges this and hence allows each party to operate their own CDEs as long as they are
integrated in a way that enables the seamless sharing of files and for the CDE workflow to occur.

The separation of CDEs has been implemented by the TfNSW’s Digital Engineering Framework, which
establishes the Client CDE (used by the appointing party) and Contractor CDEs (used by lead appointed
parties and their appointed parties). Together, the Client CDE and Contractor CDE forms the Project CDE.

“Treating [the Client CDE and Contractor-CDE] as distinct parts provides more freedom to each contractor (or
group of contractors working under one contract) to work efficiently according to their own systems and processes,
so long as these comply with high level principles and requirements.”
– TFNSW Digital Engineering Framework: Establishing the Contractor CDE

2
Diagram illustrating an ecosystem of separate but connected CDE solutions

https://www.12dsynergy.com/common-data-environment-guide/ 29/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

22:36

‘Common data environment (CDE) in the ISO 19650 World‘; a presentation presented by Mitch McPherson at our
online 12d Tech Forum 2021. Mitch explores some of the core ISO 19650 requirements of a CDE, their 2
practical application, the CDE ecosystem and how one size almost never fits all.

Open Data Formats


https://www.12dsynergy.com/common-data-environment-guide/ 30/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

ISO 19650 and the CDE workflow requires the interoperability of information across different systems,
disciplines, and parties. This is because the CDE Solution may not be a single product, but rather a group of
integrated and interconnected IT systems. Different CDE solutions may also be used at different stages
throughout the asset lifecycle.

ISO 19650 recommends the use of open data formats wherever possible to ensure the interoperability of
information.

Data is considered open when it is not restricted to specific software solutions. An example of open data
formats could include MP3, PDF, XML, and IFC file types. While proprietary data is restricted to specific
software solutions.

Proprietary data may require translation, manipulation, or configuration to different formats, which can harm
the information’s integrity and hinder the open exchange and collaboration of information.

buildingSMART is an international organisation that champions open data across design, construction &
operation through initiatives including openBIM and openCDE.

Requirements of a CDE Solution


Below is a list of basic requirements that a system must support to function as a common data environment.
Note this list is not exhaustive.

Permission controls at each information container level & state


Handle working files and datasets, not just outputs (ensure WIP stage managed)
Ability for information to transition between states
Ability to assign and control the assignment of metadata attributes to files
Integrations with other systems to enable the overall CDE solution
Accessibility and remote access by all appropriate users within the project team, including professionals
on-site or working remotely
Configure and enforce naming conventions, ensuring all information containers have a unique ID
Audit trail/ versioning and revisioning system
Ability to archive information

For more information about requirements for a CDE solution in compliance with ISO 19650, download our
CDE Requirements Checklist below.

Conclusion
The common data environment (CDE) is a collaborative environment for the collection, management and
dissemination of project and asset information by stakeholders through a managed process.

The concepts and principles of the CDE were established in BS 1192:2007, and later evolved in PAS 1192 and
more recently by ISO 19650. The CDE represents both the CDE solution – a group of integrated IT systems –
and the CDE workflow – a controlled gated process for information development and exchange.

The objective of the CDE is to provide a platform for the efficient and effective collaborative production and 2
exchange of information in accordance with ISO 19650. The CDE ensures the right people work on the right
information at the right time. Ultimately so built assets and projects are delivered on time, within budget, and

https://www.12dsynergy.com/common-data-environment-guide/ 31/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

to standard. As well as to enable faster, easier, and more accurate decisions to be made by stakeholders across
the asset lifecycle.

If you found this guide helpful, please share it with your colleagues/ network and help broaden understanding
of the common data environment (CDE) and ISO 19650 amongst our industry.

We welcome your thoughts and feedback. Get in touch with us at [email protected].

Resources
Below is a list of recommended resources for learning further about CDE and the ISO 19650 series:

The Ultimate Guide to ISO 19650 (12d Synergy)


Australia and New Zealand Guide to ISO 19650
UK BIM Framework Guidance, especially Part C Facilitating the CDE Workflow and Technical
Solutions
BS 1192:2007+A2:2016 (superseded UK BIM standard) available here
PAS 1192 (superseded UK BIM standard)
PD 19650-0:2019 Transition guidance to BS EN ISO 19650 (BSI)
ISO 19650 Standard (ISO), particularly Part 1 and Part 2
The New Zealand BIM Handbook
TfNSW Digital Engineering Framework, particularly Part 2
Victorian Digital Asset Strategy (VDAS)
NATSPEC National BIM Guide (AUS)
The B1M – What is a Common Data Environment?
BIM Dictionary, ISO 19650 Terms

https://www.12dsynergy.com/common-data-environment-guide/ 32/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Download the CDE Requirements Checklist


Complete the form below to download a free checklist designed to aid your selection of a CDE solution in
compliance with the ISO 19650 information management series.

I agree to receive other communications from 12d Synergy

7 of 7

Back Submit

https://www.12dsynergy.com/common-data-environment-guide/ 33/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Mitch McPherson
Author

Mitch helps engineering and construction teams achieve success through the adoption of world class
common data environments. Mitch joined 12d Synergy in 2017 and now champions our growth across
Australia. Mitch helps engineering and construction teams achieve success through the adoption of
world class common data environments. Mitch is also a sports fanatic and self-confessed cricket tragic.

Request a Demo of 12d Synergy


Already have 12d Synergy and need training? Click here

Book my Demo

Product & Services Resources


Home Industry webinars

Product tour Case studies

Support Training videos

Referral program CDE Guide

Book a demo ISO 19650 Guide

Blog

About Us Stay in Touch


2
Who we are Newsletter sign up

Careers Facebook

https://www.12dsynergy.com/common-data-environment-guide/ 34/35
04:00 26/06/2024 The Ultimate Guide to the Common Data Environment (CDE) in 2024 - 12d Synergy

Privacy Notice Linkedin

Cookie Notice YouTube

Security Statement Instagram

Contact us

World Leading Software for Surveying, Civil and Water


Engineering

© 2024 12d Synergy Pty Ltd


All Rights Reserved.
Website by FGM

Get in touch
Email: [email protected]
Phone: +61 2 9055 4636

https://www.12dsynergy.com/common-data-environment-guide/ 35/35

You might also like