BIM for heritage technical guidance –

HBIM information requirements template suite (HIRS)

Asset Information
Requirements (AIR) –
Heritage (HIR_AIR_V1)
Asset data specification for structured data sets and the
application of digital data management and Building
Information Modelling (BIM) for heritage asset management

Project name: Click or tap here to enter text.

Project code: Click or tap here to enter text.

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

Asset Information Requirements – Heritage

How to use this document
This document provides a framework and guidance for establishing project/organisation-specific
asset information requirements (AIR) specifically for application in a heritage context, and for heritage
asset management. The guidance should be applied to all projects to ensure consistent data
management across the organisation.

This guidance is aligned with BS EN ISO 19650-1:2018 Organisation and Digitisation of Information
about Building and Civil Engineering Works, including Building Information Modelling (BIM) –
Information Management using Building Information Modelling, and PAS 1192-3:2014 Specification for
Information Management for the Operational Phase of Assets using Building Information Modelling, but
pays particular attention to conservation practice and UK consent procedures.

This document is intended to be generic, for use by the whole heritage sector, and to be modified to
meet the specific requirements of individual projects or organisations.

This document template provides a framework for completing your own AIR.

Guidance for completing each section is indicated with italic red text and should be removed once
you have completed your document. All non-italic red text should be reviewed, overwritten, edited or
removed according to individual needs.

Before using this document, BIM for Heritage: Developing an Asset Information Model (Historic
England 2019) should be read.

A glossary of Building Information Modelling (BIM) abbreviations and terminology is provided at the
back of this template document.

Asset information requirements explained

Asset Information Requirements (AIR) – information requirements in relation to the operation of an
asset. (ISO 19650-1:2018)

AIR should be compiled to provide the information necessary to meet the established organisational
information requirements (OIR) – see HIR_OIR_V1 (Historic England 2019). They define the data and
information that is required in an asset information model (AIM) to support the needs of the asset
management system and other organisational functions.

Development of AIR is a considerable task that requires time and effort to complete. Taking sufficient
time to develop robust AIR will significantly improve the process of developing an AIM for a historic
asset, but will require significant initial input of information and legacy data.

Collaborative, workshop-style sessions are recommended at an early stage to discuss project

aspirations and information requirements and to establish the detailed information that will answer
the questions raised in the OIR.

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

Contents

1. Scope.............................................................................................................................................3
2. Information Management Process................................................................................................4
2.1 Information governance..............................................................................................................4
2.2 Common data environment.........................................................................................................4
2.3 Classification................................................................................................................................4
2.4 Information exchange..................................................................................................................4
2.5 Data validation process................................................................................................................5
3. Information Requirements............................................................................................................6
3.1 Data categories/maintainable assets...........................................................................................6
3.2 Conservation parameters............................................................................................................7
4. Other Sources of Information......................................................................................................10
5. Glossary.......................................................................................................................................11

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

Asset Information Requirements – Heritage

1. Scope
This document has been produced by the Appointing Party x to set out the asset information
requirements (AIR) in the form of data, documents and geometry required in the development of an
asset information model (AIM) to enable facility and asset management teams to operate and
maintain Asset Name x effectively.

The name of the Appointing Party and the asset should be inserted where indicated.

This AIR document should be read in conjunction with the full suite of documents comprising:

Organisational information requirements (OIR) xxxxxxxxxxxx

Exchange information requirements (EIR) xxxxxxxxxxxx

Document references should be inserted where indicated.

The AIM developed in response to this AIR should provide a central source of validated information
about the asset, to be accessed by all project stakeholders. It should be managed within the context
of the overarching asset management system and using an established common data environment
(CDE) solution and workflow.

The AIM should be used within the asset management system for retrieval of data to inform asset
management activities. In the event of a new conservation, repair, maintenance or capital investment
project, this AIR will inform the EIR – see HIR_EIR_V1 (Historic England 2019).

Processes should be established to respond to changes in the AIR as a result of, or during, project
works.

PAS 1192-3:2014 identifies a range of activities that may require data to be retrieved from the AIM. In a
heritage context, the following activities will require data to be retrieved:

 Deciding to manage heritage asset information using a BIM approach

 Planned or reactive maintenance work to a heritage asset
 Minor works or repairs to a heritage asset
 Developing proposals for major works, restoration or renovation projects
 Evaluating performance of an asset
 Change in regulations relating to the asset
 Change in organisational requirements for the asset
 Change in owner, operator or maintainer

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

2. Information Management Process

The following sections have been considered and defined in order to communicate the information
management process (IMP) developed in accordance with PAS 1192-3:2014.

2.1 Information governance

Roles and responsibilities for information management have been determined and provided in
xxxxxxxxxx.

Roles and responsibilities should be established and provided in a separate annexe, or within
information exchange templates (see section 2.4). Insert the relevant name of the documentation where
indicated.

Guidance on responsibilities for information management processes is available in Annex D, Table D.1,
PAS 1192-3:2014.

2.2 Common data environment

The Appointing Party x has selected the following CDE within which the AIM will be managed:
xxxxxxxxx.

Insert the name of the Appointing Party and reference to, or details of, the chosen CDE such as
organisational sharepoint, existing asset management system or, BIM document management software
such as Viewpoint for Projects (https://viewpoint.com/en-gb/products/viewpoint-for-projects ).

2.3 Classification
The Appointing Party x has selected the following classification system for structuring asset
information within the AIM: xxxxxxxxx.

Insert the name of the Appointing Party and reference to, or details of, the chosen classification system
such as Uniclass 2015 (https://www.thenbs.com/our-tools/uniclass-2015) or the organisation’s own
classification system.

Note the following

The specified AIR and resulting data and information will need to be structured using an agreed
classification system.

Data may be structured using an agreed classification system or using the structure of the file and data
store software that is used.

PAS 1192-3:2014 states that while the choice of classification system should meet industry standards it
should where possible also take account of the organisation’s specific requirements.

Further guidance on classification systems is provided in BIM for Heritage: Developing an Asset
Information Model (Historic England 2019).

2.4 Information exchange

Information and data exchanges should be delivered using the following specified format: xxxxxxxxx.

Insert reference to, or details of, the chosen information exchange format such as COBie
(https://www.thenbs.com/knowledge/what-is-cobie), with added conservation parameters, or an
organisational information and data exchange template spreadsheet.

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

The information and data exchange template includes information from the data
categories/maintainable assets and roles and responsibilities matrix.

The information and data exchange template document should be given a reference number and
provided here - xxxxxxxxxxx.

Data exchange timings/data drops

Include a list of all the sections that are included in your template. As already noted, alternative COBie
spreadsheets may be used.

 xxxxxxxxxxx

2.5 Data validation process

The process for data validation is defined as follows: xxxxxxxxx.

Data validation processes should be determined by the individual organisation and inserted where
indicated. These processes may include the use of Red, Amber, Green (RAG) reports.

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

3. Information Requirements
3.1 Data categories/maintainable assets
Assets that will require maintenance will need information to be recorded about them. A list of
maintainable assets should be developed and agreed by the client, estate and facilities management
teams. It should be categorised using established classification systems such as Uniclass 2015 or a
bespoke organisational classification system.

Establishing a list of maintainable assets can be difficult at the outset of a new build project, but it will
be easier for existing assets such as heritage assets.

The maintainable assets list may begin as a simple framework that is developed as time goes on. The
list might initially include the main external/building fabric components (particularly for heritage ruins),
with fixtures, fittings, plumbing and M&E items where applicable added at a later date.

Table 1 – examples of NRM mapping to asset type

REF. ASSET TYPE DESCRIPTION NRM1 MAPPING
Structural foundations, piles, retaining walls etc all below slab
1 Sub-structure / Structural Foundations level 1.1 Sub-structure
2 Structural Floors All structural separating elements 2.1 Frame
3 Flooring Systems All manufactured floor systems and floor finishes. 3.2 Floor finishes
Structural Beam Systems, Columns, Connections, Framing,
4 Structural Frames Stiffeners, Trusses 2.1 Frame
5 External Walls (Masonry) All masonry components that form part of the building envelope 2.5 External Walls
Architectural features that form part of the external elevation -
6 Architectural Features - Elevations masonry 2.5 External Walls
7 Columns Architectural columns - masonry & timber 2.5 External Walls
8 Chimneystack All chimneystack components 2.5 External Walls
9 Stairs & Ramps Stairs and ramps including handrails and balustrades 2.4 Stairs & Ramps
All external and internal windows and associated elements
10 Windows including decorative surrounds 2.6 Windows & External Doors
All internal and external doors including decorative surrounds. All
11 Doors / Access Panels / Hatches panels and hatches used for access. Multiple
Suspended or supported ceiling systems and ceiling finishes -
12 Ceilings including decorative plasterwork 3.3 Ceiling finishes
13 Roofs All roof components including trusses and coverings 2.3 Roof
14 General Joinery items All joinery such as skirting, architrave, window boards etc 3.0 Internal Finishes
Fixed Storage and furniture items including shelving, bookcases
15 Fixed fittings, furnishing & equipment etc. 4.0 Fittings, furnishing & equipment
All items of sanitary equipment associated with sanitaryware and
16 Sanitary Fixtures sanitary spaces such as taps, showers, flush mechanisms etc 5.1 Sanitary Installations
Sanitaryware including WC's, Wash Hand Basins, Baths, Shower
17 Sanitaryware Cubicles etc 5.1 Sanitary Installations
Systems and Equipment used for building occupant circulation
18 Lifts and Conveyors such as lifts, hoists and escalators etc 5.10 Lift / Conveyor Installations
All in-line equipment and end of line devices associated with 5.12 Communication, security &
19 Communication Devices communication systems. control systems
All plant, equipment and fixtures associated with Building
20 BMS (fire, security, data specialist systems etc) Management Systems (fire, security, specialist systems etc) 5.13 Specialist installations
All speciality equipment relating to functional use of the built
asset.
21 Specialty End User Equipment Excludes building services equipment. 5.13 Specialist installations
All operational equiptment used to conduct maintenance tasks.
22 Specialty maintenance Equipment Includes maintenance access equipment. 5.13 Specialist installations
All mechanical equipment and components ahu's, fans, A.C.
23 Mechanical Equipment Units, pumps, values, clorifiers,sprinklers etc. Multiple
All in-line drainage system components providing access or
requiring maintenance. E.g. inspection chambers, gullies, drains,
24 Drainage rodding eyes etc. 5.3 Disposal installations
All electrical plant / equipment associated with power, data and
25 Electrical Equipment lighting distribution 5.8 Electrical installations
26 Electrical Fixtures All electrical fixtures within power, data and lighting systems 5.8 Electrical installations
27 Ironmongery All ironmongery associated with doors and window systems Multiple
28 Pipes All pipes and connections relating to building services systems. Multiple
Railings, balconies, fences, gates, balconies, canopies, handrails,
29 Railings, Fences, Balconies and external furniture benches, edge protection systems Multiple
All designed internal and external spaces including rooms and
30 Spaces / Rooms / Zones building services zones Not Applicable

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

3.2 Data attributes / Conservation parameters

The particular pieces of information that make BIM for heritage different from traditional BIM are the
‘conservation’ data parameters (or data attributes) that are collated and added to the AIM.

Parameters required to meet specific heritage asset management activities and organisational
functions should be established.

Within the overall asset information and data exchange template (whether bespoke or COBie)
conservation parameters should be listed against the maintainable assets list and a schedule of the
parameters required for individual assets should be made.

A range of parameters is provided in Table 2 that includes examples developed by conservation

professionals and may be used as a reference. However, each organisation should develop its own
parameters based on asset management activities and organisational requirements and enter them
into the information and data exchange template (see Annexe A). These might include some or all of the
examples in Table 2.

Table 2 - Example heritage parameters that might be used in the information and data exchange
template

Facility Parameters
Asset Number / Unique Identifier
Occupier
Owner
Responsible Authority/Trust/Manager etc
Building / Monument Name
Building / Monument Address
Conservation Designation (Grading)
Scheduled Monument Number / List Entry Number (link to listing description)
National Grid Reference
Conservation Area (Yes/No)
Property Type (Heritage Estate - Roofed, Un-roofed, Ruin etc)
Current Status / Use
Original building date
Statement of Significance / Heritage Assessment (link to document)
Conservation Management Plan (link to document)
Existing Drawings (link to documents)
Existing Condition Survey (link to document)
Asbestos (Y/N) - (link to asbestos register/management plan)
Structural Integrity (Y/N) - (link to structural survey)
Project Files (archived - link to document)
O&M Manual (link to document)
Ecology Issues (Y/N) - (link to ecology survey)
Photograph - current / historic (link to documents)
Archive Records - (link to list of archive references)
Insurance (Y/N) (Link to document)

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

Room / Space Parameters

Room Number
Room Name
Known As - Historic Name
Use
Space Classification / Type
Room / Space Significance
Room / Space Vulnerability
Access Details (Public Access Y/N)
Historic Collections/Interiors (Y/N)
Perimeter
Height
Floor Area
Volume
Survey Documentation (link to document)
Survey Notes
Structural Integrity (Y/N) - (link to structural survey)
Historical Documentation (link to document - room data sheet)
Historical Notes
Asbestos (Y/N) (link to asbestos register)
Asbestos Notes
Ecology Issues (Y/N) - (link to ecology survey)
Photograph - current / historic (link to documents)
Environmental monitoring (Y/N) - (link to documents or readings)

Element Parameters
Unique Identifier (UID)
Historic / Common Name (historic/architectural features)
Year of Construction / Historical Construction Phase
Installation Date
Life Expectancy
Original / Historic Fabric (Y/N)
Level of Significance (value)
Material - high level (Stone, Timber etc)
Material specification (link to stone matching report/petrographic analysis etc)
Colour
Finish / Mix / Ratio (link to mortar analysis etc)
Material Source / Supplier
Sustainable Material (Y/N) / Sustainability Note
Asbestos (Y/N)
Condition - Good, Fair, Poor etc
Priority - Urgent, within 12mths, within 24mths etc
Defect Description
Current Defect (Y/N)
Repair / Task
Reversible Repair (Y/N)
Cost / Defect Liability
PPM Task / Cyclical Maintenance Task (planned and preventative maintenance)

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Ecology Issues (Y/N) - Bats, Bees, Birds, Newts etc
Environmental Monitoring (Y/N) - (link to doc/reading)
Existing Drawings (Y/N) - (link to drawings)
Archaeological record (Y/N) - (link to document)
Other Specialist Reports (Y/N) - (link to document)
BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

4. Other Sources of Information

The following documents should be read before using this document:

BIM for Heritage: Developing a Historic Building Information Model (Historic England 2017)

BIM for Heritage: Developing an Asset Information Model (Historic England 2019)

It should be used in conjunction with the full suite of HBIM Information Requirements (HIRs)
templates:

Organisational Information Requirements (OIR) – Heritage (HIR_OIR_V1) (Historic England 2019)

Exchange Information Requirements (EIR) – Heritage (HIR_EIR_V1) (Historic England 2019)

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

5. Glossary

AIR Asset Information Requirements, define the data

and information required throughout the asset
lifecycle

AIM Asset Information Model, information model

relating to the operation phase of a building’s
lifecycle

Appointed Party Provider of information concerning works, goods

or services

Appointing Party Receiver of information concerning works, goods

or services from a lead Appointed Party.

Asset The historic building, monument, structure or

object

CDE Common Data Environment, the framework

used to support interdisciplinary collaboration
through BIM that specifies a single source of
information for the project, used to collect,
manage and disseminate project information
through strictly controlled processes

COBie Construction Operations Building information

exchange, a data-exchange format that supports
the exchange of information about new and
existing buildings and infrastructure throughout
their life cycle

Conservation parameters Data/information that are required to carry out

heritage asset management activities and
recorded as part of the BIM process.

Data attributes A piece of data forming a partial description of

an object or entity

EIR Exchange Information Requirements, pre-tender

document setting out the information
requirements in relation to an appointment

HBIM Historic Building Information Modelling

IMP Information Management Process

Maintainable Asset An asset that requires maintenance

M&E Mechanical & Electrical

NRM New Rules of Measurement

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BIM for Heritage Technical Guidance – HBIM Information Requirements Template Suite (HIRs)

OIR Organisational Information Requirements

establish and categorise the information
requirements to meet the needs of an
organisations asset management system

Organisation An organised group of people with a particular

purpose, such as a business, government
department or charity e.g. a heritage trust

RAG Red Amber Green

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