3D Model Review Checklist In Process Industries

3D models have revolutionized how process industries plan, construct, and maintain their facilities, from designing complex industrial plants to visualizing intricate equipment layouts. Therefore, in today’s dynamic process industries, 3D modeling technology helps achieve the right precision & efficiency. However, with the growing complexity of projects & the involvement of multiple stakeholders, ensuring accurate and effective 3D model reviews has become essential.

This blog will present a comprehensive guideline for conducting 3D model reviews across process industries. It is aimed at optimizing project outcomes & streamlining collaboration among teams. And by following the said best practices, organizations can enhance their overall productivity, minimize errors, and deliver projects successfully within budget & schedule constraints.

A 3D model refers to a collection of graphical data that describes the facilities of a plant for visualization purposes. It helps to portray real-world and conceptual visuals in a simulation through drafting software to navigate the accurate interpretation of drawing and the physical look and positioning of some plant components. Further, it can be accessed via various visualization applications. The graphical data are an integral part of an engineering database supporting the design process with specialized 3D CAD modeling services.

A 3D model review refers to the process of the evaluation & analysis of a digital representation to assess accuracy, quality, and adherence to the suggested specifications. As part of the process, feedback helps identify errors & improve the model before finalization while ensuring optimal performance & alignment with intended objectives.

Pre-designing Purpose:
A plant is first drafted in a 3D model and pre-designed to fulfill the following purpose:

To select a preferred and more efficient alternative for the project
For development and set of project goals
Develop design criteria according to the requirements
Looking for some alternative analysis
To identify potential hazards and risks
For developing a conceptual plan with cost estimation
Identify stakeholders and make individuals responsible for some specific work
To recognize the required regulatory compliance
For determining NEPA/SEPA guidelines

Advantage:
Utilizing a 3D CAD engineering database offers several benefits, including ensuring document consistency and enhancing coordination among various disciplines. It seamlessly integrates different engineering phases, such as piping, foundations, structures, equipment, electrical, and instrumentation, into a single CAD model, free from clashes or conflicts.

The CAD project should be structured in a way that all disciplines meet engineering criteria w.r.t.:

Safety
Operability
Ergonomics
Constructability
Accessibility for Maintenance & Fire Fighting (valves location, construction convenience, instrumentation, proper routing of piping, location of firefighting equipment, safe & adequate location for vents & drains & escape routes).

Listed below are key considerations across 30, 60 & 90 percent design review phases.

Should include:

Location of all mechanical equipment
Maintenance reserved areas (tube bundle pulling laydown areas, access with cranes, forklift trucks, hydraulic working platforms)
Critical process lines & major piping routing, including control valves, relief valves & supports
Major inline instruments
Main Utility lines
Equipment Spacing Criteria
Pipe racks, steel & concrete structures (identifying piping access requirements including stairs, ladders, preliminary gratings & major piping supports

Battery limit Concept (valving, spade/ spacer)
Outlining of buildings (control rooms, analyzers, switch rooms)
Defining main E&I cable routes, UG piping & trenches, roads, paving & curbed areas

Objectives:

Agreement with the client on equipment & plant layout, finalization of equipment location, dimensions & locations of pipe racks, structures & buildings
Release of foundation loads
Release of nozzle orientation information to vendor
Release of main underground isometrics for fabrication

Should include:

Resolution of 30% model review comments
> / = 6″ piping details
• Equipment & machinery as per vendor information (including orientation of process, instrument nozzles, platform & ladders)
Level control instruments & other instrumentation on equipments
Process & Utility lines (= / > 3″ NPS) including supports, flow measurements & main instrumentation
Permanent cranes & hoisting beams
Representation of major platforms for equipment & valve operations

Electrical & Instrumentation raceway envelopes located on racks & other areas
Location of pits & trenches
AG major cable trays
Remote mounted instruments
Lighting posts

Objectives:

Member sizing
Release of UG Isometrics for IFC
Release of final nozzle orientation information to vendor

Should include:

Resolution of 60% of model review comments
90% of all lines modeled with all supports, inline items, drains, and vents; except minor small bore & utility lines
Location of Utility stations w/o final routing
Availability of all minor and major steel & concrete structures
Junction boxes & UG cable trays

Objectives:

Release of UG Isometrics for IFC

Basis of review:

Detailed agenda including schedule, checking features (for equipment, Structural Steel and Civil, Pipe Stress Analysis and Pipe Supports, Safety, Piping) & systems description meant for review should be issued before 90% model review.
Marked-up latest P&IDs & pre-defined systems as per latest P&IDs. All lines in P&IDs should be allocated in following different categories:
– Marked-up yellow………(detailed review)
– Marked-up green……….(detailed review but spot checks only)
– Marked-up red…………..(no review only minor process/ utility lines)
– Marked-up pink………..(no review lines within vendor supplied package unit)

Source Reference – https://www.linkedin.com/pulse/3d-model-review-guideline-process-industries-sanjay-sengupta/

The checklist w.r.t. the following will eventually help to improve quality, identifying & eliminating potential hazardous situations:

General Safety, Operability & Maintainability
Fire Prevention & Safety Equipment
Piping, Valves, Heat Exchangers, Compressors, Pumps, Vessels, Columns
Relief Systems
Packages

Marked-up p&ids and agenda for 30/60/90% design reviews must be prepared & submitted by the detail engineering contractor to the client before the 30/60/90% design review

According to the 3D model review procedure, the contractor is responsible for informing the client & all relevant disciplines regarding the venue and schedule of model review sessions. The following participants are expected to attend each model review session:

Client Representatives

Process: Full-time involvement
Maintenance: Full time
Construction: Full time
Operations: Full time
Project Engineers: Full time
Other Discipline: Full-time/As per requirement

Contractor Representatives

Project Manager/ Engineers: Full time
Model Drafting Team: Full time
Lead Piping engineer: Full time
Process engineer: Full-time for process-related clarification
Mechanical Engineer
Instrument/Electrical engineer
Structural Engineer
Safety engineer: Full time
HVAC: As per requirement
Civil Engineer: On call

Responsibilities in Model Review

3D model review should be organized by the contractor. Here’s a list of responsibilities to be carried out for a successful model review meeting.

Work Activity
Responsibility

Review Schedular
Project Manager

Document preparation
Project Engineer

Review document distribution and agenda sharing
Project manager/Project engineer

Venue finalization for model review
Project engineer

Tool Review and creation of model file
Design Administrator

3D CAD model – Report status
Lead piping engineers

Hold item list reporting
Lead piping engineers

Summary & action list preparation
Project engineer

Action list report – Review, reconciliation & distribution
Project manager

Action list – Follow up & Updation
Project engineer/Lead piping engineer

Review model and Status files
Design administrator

It is rare for a design to be finalized in a single iteration, as there are typically review comments and the need to incorporate new updates. To address this, a systematic approach known as the 30-60-90 model review system has been implemented. This process allows for iterative design review and refinement at specific milestones, specifically at 30%, 60%, and 90% completion stages.

System Benefits:

The implemented system provides guidance in several key areas, including:

Clearly defining the requirements and objectives for each model review milestone
Establishing specific design requirements for each discipline, such as mechanical, civil, piping, electrical, and instrumentation
Ensuring that design requirements are updated based on review feedback and guidelines
Outlining the necessary supporting documents required for model review meetings
Defining the roles and responsibilities of individuals involved during model review sessions

Our experienced team can help you to optimize designs, resolve clashes, and enhance collaboration while ensuring a seamless and successful project.