Professional Documents
Culture Documents
TABLE OF CONTENTS
I. INTRODUCTION 5
1. ARCHIVING CHECKLIST 6
2. ARCHIVING PROCESS 7
5. PROJECT INFORMATION 11
6. FILE CONVERSION 14
6.1 RESOLUTION 14
6.2 BIT DEPTH 14
6.3 AUTOCAD® TIF CREATION 14
6.4 CONVERSION TO TIF FROM OTHER FILE FORMATS 15
A. GLOSSARY A-1
I. INTRODUCTION
One of the most important things to do throughout a project is to systematically archive all the
important information and material related to that job. This information will be needed in the future
and therefore needs to be stored in an organized way. These guidelines have been developed to outline
the steps involved and promote the best practices for the archiving process. The ‘Project Archiving
Checklists’, provided in Section 1 can be used as a guide throughout the process to help you keep track
of documents you have submitted and documents that are still missing from the archives. A glossary
has also been provided in Appendix A to clarify any questions regarding the definitions of different
materials.
1. ARCHIVING CHECKLIST
Primary Material Supporting CAD & PDF Full Size Paper “W”>”V”
Secondary Material Material Digital Quantity Quantity Drive
Record Design Set 2
Cover Sheet
File Index
100% As-Built Drawings 2
Cover Sheet
File Index
Evacuation Route Diagrams 1 1
Cover Sheet
File Index
Surveys/Boring Information 1
Cover Sheet
File Index
O&M Manuals 2
Final Submittals
Specifications
Reports
Warranties
Controls
Permits
Certificates
Contact List
Training Videos
Shop Drawings
Cover Sheet
Table of Contents
Project Information Files 1
Historical Information
Project Development
Legal Issues
Requests for Information
Email Correspondence 1
2. ARCHIVING PROCESS
1. The Project Manager should email the Facilities Information Systems group at fis-
request@mit.edu to request Banker Boxes and to submit all digital files for review.
2. The FIS group will contact the PM in 3-5 business days for small projects and in 5-10 business
days for larger projects with any feedback concerning rejected digital documentation.
3. MIT Project Managers may have their Administrative Assistant enter the required information
into a Microsoft Excel Spreadsheet (index) provided by the FIS group. When the form is
complete, the PM should email the FIS group. A FIS team member will review the data entry in
3-5 business days. Any rejected information must be corrected by the PM or Administrative
Assistant, however any errors or omissions remain the responsibility of the project manager.
4. Once any rejected digital documentation is corrected, the PM can email the FIS group to request
a close-out meeting. Please request this meeting at least 3 days prior to the requested meeting
time.
5. ALL project materials must be brought to the close-out meeting. Partial submissions will not be
accepted. A list of required close-out materials can be found on the ‘Project Archiving Checklist’
in Section 1. These materials include but are not limited to:
• Banker Boxes containing all project information materials including the ‘Cover Sheet for Project
Files’ (Appendix B) and ‘Index for Project Files’ (Appendix C).
• Two (2) CD/DVDs including all required digital submissions and the ‘Index for Project Files’.
• Two (2) O&M digital hardcopies including the ‘CD Cover’ (Appendix D) and ‘Index for Project
Files’.
6. After the close-out meeting, the FIS group will have any Banker Boxes moved to storage and all
digital files will be imported into the MIT Facilities document management system.
Indexing:
All documentation submitted to MIT Facilities must be accompanied by the ‘Electronic File Index’ form,
completely filled out by the architect or contractor in either Microsoft Excel format or hardcopy format
(depending on whether the submittal is electronic or hardcopy). This index can be found in Appendix E
or under the Resources tab at http://fis.mit.edu and include the following information at a minimum:
Please see Appendix F for MIT Sheet and File Naming Conventions.
Two (2) copies of a CD/DVD (original and copy) containing all the required drawings must be submitted
at each project milestone and must be clearly marked with the following information:
Please see Appendix D for the preferred CD cover template. A complete list of required drawings can be
found in Section 1 - Project Archiving Checklist.
One (1) full set of AutoCAD® files must be included on each CD/DVD submitted. This set must meet all
the standards set forth in the MIT CAD & Digital File Guidelines which can be accessed under the
Resources tab at http://fis.mit.edu. Best practices include, but are not limited to:
• Layers adhering to the United States National CAD Standard (USNCS)- Version 4.0 which can be found at
http://www.buildingsmartalliance.org/ncs/.
• No external references. All XREFs must be bound.
• One file per sheet (no layout tabs).
• No use of images or other externally referenced data.
All RVT files (if applicable) must adhere to and be submitted based on the Building Information Modeling
Execution Plan which can be found under the Resources tab at http://fis.mit.edu.
One (1) full set of archival PDF/TIF files that recreate 100% of the information contained in the hardcopy
original without creating an excessively large file. Every sheet in the record set of construction drawings
needs to have a corresponding (1:1) image file.
MIT requires an electronic set of Evacuation Route Diagrams with every major project. Please refer to
the MIT Signage Guidelines under the Resources tab at http://fis.mit.edu for standards and layer naming
conventions.
Operations and Maintenance manuals must be submitted at project closeout to the project manager
who then submits them to Facility Information Systems for redistribution. Materials submitted in the
manual include:
• Operations materials
• Copies of warranties
• Copies of specifications
• Training Videos
Please note that original warranties and specifications do not belong in the manual and must be filed
with the general projects files as specified in Section 5. On large Capital Projects, warrantees/guaranties
should have their own binder.
Two (2) digital CD/DVDs, each containing a single, searchable PDF file that exactly matches the
hardcopy, must be submitted at project closeout. The ‘CD Cover’ template found in Appendix D must be
completely filled out with the following information and submitted on the cover of each CD/DVD case.
• MIT Project Number
• Date project started
• Date of completion – As-Built date/Record date
• Vol. # if applicable
• Designation if disk is original or copy
• Disciplines on disk
• MIT project Manager
A table of contents must be provided for each PDF. PDFs must not be linked externally to other PDFs.
Two (2) copies of each training video should be submitted with the O&Ms on their own CD/DVD, each
labeled using the ‘CD Cover’ template found in Appendix D. All training videos must be submitted in AVI
format.
5. PROJECT INFORMATION
The following project information must be submitted in the following sections at project closeout:
Historical Information:
Any information of historical importance such as: ground-breaking/dedication, initial reason for project,
architect/engineer selection process, conceptual design ideas, research, historical correspondence,
awards/kudos, etc.
Project Development:
Any important correspondence or material outlining the project’s growth from start to finish related to
the actual completed project such as: site development, project planning, equipment selection,
architect/engineer/consultant correspondence, notes/samples of actual construction materials and
finishes, etc.
Please note: Do not duplicate anything that is already incorporated in the Central Files, Drawing Files,
Manuals, Submittals or Specs. No financial information or other “Central File” material should be
included in the archival boxes. Any correspondence or materials used in the investigative development
stage, but not incorporated into the actual finished project, should not be archived.
Legal Issues:
Any project information that would support ongoing or possible future litigation such as:
correspondence/photos of inferior products, construction accidents, waste spills, lead paint removal,
asbestos abatement, etc.
Standard Banker Boxes, (#940-445-letter size) should be used for all project files and can be provided by
the Facility Information Systems team.
The ‘Cover Sheet for Project Files’ template found in Appendix C must be completely filled out with the
following information and submitted to the Archivist with the Banker Box. The project and its sections
should be clearly identified. When filing more than one project in a box, file them in chronological order
by project number; from front to back.
Working files are maintained on the facilities servers and are typically worked on in the “W” drive.
Some projects are large enough where it warrants their own drive letter. Working files shall be ordered
in an organized manner in which files are easily found. A suggested folder structure for projects is as
follows:
When the digital project files are submitted for archiving, they will be moved to a read only “V” drive.
E-mails and digital correspondence need to be organized and archived in such a way that they may be
retrieved at a later date. No matter how emails are handled through the course of the project, all email
correspondences must be archived using the PST system. Once the project is complete, archive e-mails
by creating a personal folder and manually drag project e-mails into a folder structure in the PST. The
PST for the project will be stored in the V drive with the rest of the archived project files.
6. FILE CONVERSION
Project drawing images must be submitted in PDF or TIF format. The files may be uncompressed or
compressed using LZW lossless data compression. The image may be produced directly from the CAD
application or scanned from the hard copy. Regardless of production method, the image file must match
the content of the CAD file and hard copy for each sheet submitted.
6.1 RESOLUTION
All PDF/TIF images should be created at a resolution of 300dpi. A 24”x36” original will result in an image
7,200 pixels by 10,800 pixels. Higher resolution may be used if 300dpi will not accurately reproduce all
content on a sheet. Do not adjust paper settings to achieve 300dpi.
No image should be created with a bit depth greater than 8-bit, unless prior arrangements have been
made with MIT.
Bit Depth
May not be used for images created by scanning hard copy, only to be
Black and White 1-bit used in circumstances where there will be no loss of information.
Grayscale 8-bit Sheets in which no color is used.
Color 8-bit Sheets in which color is used to differentiate content.
Autodesk, Inc. confirms that, as of August 2009, current AutoCAD® software is unable to directly convert
DWG files to TIF files meeting MIT’s requirements. Acceptable options are outlined below.
Note: Due to the many variables in AutoCAD® software version and file specifics, it is not possible to
provide detailed instructions in this document. Please contact Autodesk, Inc. for more information.
• PDF-Xchange
http://pdf-xchange.software.informer.com/3.0/
For firms converting to TIF from other image file formats, the format being converted from must be a
lossless format like PNG or GIF. Firms should not convert from a file format that uses lossy compression,
such as JPEG, due to degradation of the image. Nor should the image be resampled in order to increase
resolution to 300dpi.
When the need arises to retrieve files that have been moved to storage, please email the FIS group (fis-
request@mit.edu) when asking for the retrieval of project bankers’ boxes, submittals or shop drawings.
In your email request, include the name of the Project Manager, building number, location, project
number and discipline. The box(es) will be delivered the following day . Email the Archivist when the
box is ready to be returned to Metro. Be careful not to remove or damage the box bar code label; this is
the only way that we can track the bankers’ boxes.
The online Archive Explorer Document Management System can be accessed to retrieve files digitally.
To access this system, use the computer kiosks located in NE49-2nd floor/E19-1st floor or email: fis-
request@mit.edu
APPENDICES
A. GLOSSARY A-1
A. GLOSSARY
The definitions below have been gathered from a variety of sources including online documents, the
American Institute of Architects and MIT Staff.
As-Built Drawings:
As-built drawings are prepared by the contractor. They show, in red ink, on-site changes to the original
construction documents. This set of drawings depicts the actual conditions of the completed construction “as it
was built”.
Basis of Design:
The basis of design is the documentation of the primary thought processes and assumptions behind design
decisions that were made to meet the Owner’s Project Requirements. The basis of design describes the systems,
components, conditions and methods chosen to meet the intent. Some reiterating of the Owner’s Project
Requirements may be included.
Bid Documents:
Documents required to be submitted in response to an Invitation To Bid (ITB). These include the prescribed bid
form, drawings, specifications, time lines, charts, price breakdowns, etc.
Commissioning Plan:
An overall plan, developed before or after bidding, that provides the structure, schedule and coordination planning
for the commissioning process.
Construction Drawing:
Drawings that provide all the necessary information, both graphic and written, to build the project. These drawings
provide specific, detailed information regarding walls, doors, furniture, equipment, lighting, outlets, and so on.
Design drawing:
Technical drawings used to fully and clearly define requirements for engineered items so that they may conform to
the design aesthetic. The purpose of such a drawing is to accurately and unambiguously capture all the geometric
features of a product or a component that will allow a manufacturer to produce that component.
O&M manuals:
Operational and Maintenance Manuals include equipment specifications and schedules, drawings and overall
information needed to maintain installed equipment.
MIT Digital Submission Guidelines A-1
V3.2
Record Drawings:
Record drawings are prepared by the architect and reflect on-site changes the contractor noted in the as-built
drawings. They are often compiled as a set of on-site changes made for the owner per the owner-architect
contract.
Shop Drawing:
A drawing or set of drawings produced by the contractor, supplier, manufacturer, subcontractor, or fabricator
typically required for pre-fabricated components.
Sketches:
A simple, technical drawing created to isolate a particular engineering/architectural item and provide specific
requirements related to that item.
Specifications:
Specific statements of particular needs to be satisfied, or essential characteristics that a customer requires (in a
good, material, method, process, service, system, or work) and which a vendor must deliver. They are usually
written in a manner that enables all parties to measure the degree of conformance.
Submittals:
Product data submittals, samples, and shop drawings are required primarily for the architect and engineer to verify
that the correct products will be installed on the project. This process also gives the architect and sub-consultants
the opportunity to select colors, patterns, and types of material that were not chosen prior to completion of
the construction drawings. This is not an occasion for the architect to select different materials than specified, but
rather to clarify the selection within the quality level indicated in the specification.
Survey Drawing:
A CAD plan prepared by a licensed surveyor, which shows all essential measurements taken in the survey. Each
survey drawing will be tied into the MIT control network and be submitted in NAD 83 feet.
Systems Manual:
The Systems Manual expands the scope of the traditional operating and maintenance documentation to include
the additional information gathered during the Commissioning Process and to provide a systems-based
organization of information. The Systems Manual is intended to be useful in the day-to-day operations of a facility.
Working Drawing:
A complete set of plans and specifications showing and describing all phases of a project, architectural, structural,
mechanical, electrical, civil engineering, and landscaping systems to the degree necessary for the purposes of
accurate bidding by contractors and for the use of artisans in constructing the project.
The ‘Cover Sheet for Project Files’ may be accessed under the Resources tab at http://fis.mit.edu. This
sheet must be filled out completely and attached to any documents (manuals, specifications, drawing
rolls, etc.) submitted to MIT. The following is a sample:
The ‘Index for Project Files’ may be accessed under the Resources tab at http://fis.mit.edu. This sheet
must be filled out completely and included with any documents (manuals, specifications, etc.) submitted
to MIT in the Banker Boxes. Three (3) copies must be submitted with each Banker Box. More than one
project can be included on one index sheet if all the files are being stored in one box. The following is a
sample:
D. CD COVER TEMPLATE
Please use the template shown below for CD/DVD submissions. This template can be found under the
Resources tab at http://fis.mit.edu. The following is a sample:
All electronic materials (CAD files, PDF and TIF files, index table files, etc.) must be delivered on a CD or
DVD, formatted using Windows Xp or higher. Image files must be created at a resolution of 300ppi at
hard copy dimensions. Indices for files must be submitted in both paper format and electronically in
Microsoft Excel 2003 or higher. It is a contractual obligation of the Architect or Contractor to create
these indices in the format shown below. It is the responsibility of the project manager to assure that
the indices are completed and submitted. This template can be found under the Resources tab at
http://fis.mit.edu.
File and Sheet naming should adhere to the MIT standards shown below. This information can also be
found in the MIT Digital Submission Guidelines.
MIT has created its own file naming convention which makes the file easily identifiable to users. Files
should be named as follows:
[campus]_[building #]_[MIT project #]_[discipline]_ [phase]_[sheet #].[extension]
EX: MIT_MG02_02145_A_AB_A-102.DWG
Sheet Naming:
Capital Projects should use the following sheet identification format. It is a consistent format that
contains five alphanumeric characters in a specific sequence conveying meaningful information to both
the drawing creator and user. The sheet identifier consists of three components: the discipline
designator, the sheet type designator, and the sheet sequence. For Non-Capital projects MIT allows for
the removal of the sheet type designator, leaving only the discipline designator and the sheet sequence
number.
The discipline designator consists of one alphabetical character and a hyphen or two alphabetical
characters (A- or AI). It identifies the sheet as a member of a particular genre of drawings. For more
specific genres, such as security (SC) or audio visual (AV) drawings, creators can use a two character
designator. Not all type designators are required. The standard also does not prohibit combining
different types of drawings onto the same sheet. Basic discipline designators are listed below.
Discipline Designator
A Architectural M Mechanical
C Civil P Plumbing
E Electrical S Structural
L Landscape
Sheet type designators consist of one numeric character. The sheet type designator refers to the type of
information displayed in the drawing.
Sheet sequence numbers consists of two numeric characters in sequential order from 00 through 99.
Example: Second floor plan – A-102