CAD to GIS: A Successful Migration from Start to Finish

Worth Sparks and Paul Finley

 

 

Learning Objectives:

1.      Define the requirements for a successful switch from CAD to GIS.

2.      Discuss the solutions and why they were chosen.

3.      Discuss lessons learned in implementing the GIS solution.

 

 

Two years ago, we at Rock Hill Telephone Company determined our existing CAD system was outdated and we started a search for a new system.  Both CAD and GIS systems were analyzed.  We chose an Arc/Info based GIS solution for managing our Telecommunications Network and connectivity model.  We analyzed and solved many potential roadblocks commonly seen in CAD to GIS switches such as legacy data migration for connectivity, symbolization, and attribution. 

 

 

CAD Limitations

 

CAD programs have various limitations.  Some have more than others.  Typical limitations include the following:

 

1.      Map size

2.      Connectivity with attribution

3.      Custom map generation

4.      Statistical data analysis

5.      Reporting

 

These limitations are virtually eliminated by choosing a GIS solution.

 

 

Selection Criteria

 

In choosing a GIS solution, several criteria should be considered.  All the data should be stored in a central location such as a database server.  The attribute data should be readily accessible using off-the-shelf tools such as office suites and report generators.  The spatial data should be stored in a format such that any one of several programs can be used to generate maps.

 

The data model should be well thought out.  In a wireline engineering environment, the relational database should be designed to handle connectivity appropriate to the application.

 

In Rock Hill, we model our twisted pair outside plant facilities.  We need to be able to trace an individual pair from the host to the customer’s home.  The database design needs to be able to handle this level of connectivity detail.  Many designs available today do not live up to this expectation.

 

 

The CAD data format list

 

Knowledge of the existing data format is paramount to understanding how to move to the new system.  A list of current data types should be made.  Each data type should be detailed with information for each graphical element and each field.  Also, list existing uses for the data type and for each of the fields.  For an example, see attachment.  This will help determine what you want to trash, what you want to keep, and what you want to enhance during the conversion.

 

 

The GIS data format list

 

Before learning the new data formats, time should be spent learning the capabilities of a GIS.  This will help in understanding why the data is structured the way it is.  It will also help in understanding the GIS way of storing data you are accustomed to storing in a CAD environment.

 

For example, we maintained TAX_DISTRICT for all of our outside plant data.  In a GIS, we can keep the tax district attribute attached to the tax district polygon.  When we need a report of poles within a tax district, we’ll apply the polygon in the query.  When the tax boundary changes, we will simply edit the tax district polygon.

 

Once you are satisfied you have a basic understanding of the GIS paradigm, knowledge of the new application’s data format is achievable.  Similar to the CAD data type list, a GIS data type list should be made.  The list should have the same level of detail as the CAD data type list.  That is, information on each graphical element and attribute field should be included.

 

These lists, although tedious, are important.  They will help you make sense of what data to move and where to move it.  They will also help you finalize your customization list.  Read on.

 

 

Finalize keeper data

 

All of your legacy data is not keeper data.  Years of additions, deletions, modifications, etc. leave your data in desperate need of an overhaul.  As the conversion effort is usually the most costly part of the migration process, it is crucial that you verify the data you will be moving is beneficial.  That is, you must decide if the data will help you manage your business better or is it just old data.  Old data should not be converted.  Instead, it should be either pitched or archived.

 

Some of the current data can be replaced by other existing data.  For example, we track the distance between pedestals.  We call this buried span.  The buried span line is placed on the map along with the distance annotation.  Then, we place the buried cable by placing the line and its distance annotation.  The distance of the buried span and the buried cable is the same.  This is redundant data.  Doing away with our buried span data is being considered.  We should have considered it when we were finalizing our keeper data during conversion.

 

Instead of converting, some data could simply be reentered in the GIS.  We have six meter panels and five air dryers.  For us, it was simpler to freshly place our meter panels and air dryers in the new system than to spend time converting the 11 records.

 

The rest of the data types are to be converted.  Some, however, need to loose some fields.  Recall the TAX_DISTRICT example cited previously.  You will find fields like TAX_DISTRICT that should be dropped.  Still other fields might just carry redundant data.  Consider dropping those as well.

 

 

The customization list

 

The amount of customization is determined by your needs.  Using the data format lists described above as an aid, make a list of functions provided by your current system that is not available in an acceptable form in the new system.  To do this, cross-reference the two data format lists for commonality.  Then, begin the new list with the data types that aren’t provided in the new system.  Finish the list with data types that are provided in the new system but can’t provide the expected functionality.

 

Objectivity is the key in making this list.  It would probably be wise to keep customization to a minimum so future upgrades will be easier.

 

One of our problems was color.  Our users were accustomed to a black background, which is common with CAD environments.  The new system has a white background.  In CAD, our outside plant devices, such as terminals, were yellow.  Rather than require the new system to have the yellow terminals and black background, we diplomatically switched to purple devices and kept the new white background.

 

 

Hardware

 

Make sure any new equipment is procured and installed before attempting any migration.  This can be difficult if you don’t know what is needed.  Generally, the database server should be powerful enough to run the total number of users on the chosen database software.  Also, it would be wise to have a dedicated computer to run the conversion programs.

 

Because the client computers were running CAD they are probably already powerful enough for the new software.  They should be reviewed, however.  Consider the operating system.  Some of the newer GIS software requires Windows NT.  If Windows 95/98 is being used, hardware upgrades may be needed before Windows NT is loaded.

 

 

Customize the new system

 

Using your customization list as a guide, develop any new options that aren’t provided by the new system.  Hopefully, the software vendor will provide a template for adding general pieces of equipment to the menus.  If not, copy one of the existing options and change it to meet the specifications of the new piece of equipment.

 

Our vendor provided us with a template to add options to the menu.  The template consists of step-by-step instructions, which includes building the symbol, designing the attributes, and writing the code used to place the equipment in the map.  Just recently, we used the template to add a foreign anchor to our menus.  It went smoothly.

 

Add any attribute fields that are needed for existing equipment options.

 

 

Choose your conversion tools

 

Three things will be needed for conversion.

 

1.      Data conversion software.  A good spatial data converter will help get the data from the old to the new.

2.      Programming language.  A software development tool will be used in writing programs that can help manipulate the data at any step of the process.  This will help make up for any shortcomings of the first tool.

3.      A technician.  The technician will use the first two tools to complete the conversion.  The technician must have sufficient knowledge of the tools.  He or she should also have the knowledge mentioned earlier with respect to the old and new systems.  The technician will probably need to have the skills of a computer programmer.

 

If you’re lucky, the first tool will do all that is needed in your conversion.  This way, the second tool is not needed.  We weren’t so lucky.  As you will see below, we had to rely on the C programming language for the first part of the conversion process.

 

We chose Safe Software’s FME (Feature Manipulation Engine) for our data conversion software.  The FME converts to and from almost any imaginable spatial data format.  It doesn’t, however, support our CAD data.  To remedy this problem we used the CAD program’s macro language coupled with C language routines to export our data to a middleware data format.  The FME satisfied the remainder of the conversion needs.  That is, the FME supports the formats of the middleware and the GIS database.

 

 

Learn your conversion tools

 

Make sure your technician gets training on any of the software mentioned above as needed.  It is sometimes tempting to forgo the training when the technician is confident he or she can be self-taught.  Don’t fall into this trap.

 

No matter how good the documentation is, there is no replacement for the classroom setting.  Questions arise and are then answered.  Topics are covered that may not be needed but later are.

 

We have fallen into this trap more than once in the past.  Lucky for this project, however, we chose to get the training needed for success.

 

 

Customize conversion tools to meet requirements

 

Use the lists you built above to map the data for migration from the CAD system to the GIS.  The spatial data converter will probably require some programming to get the data to migrate right.  That is, the data will not copy over, field for field, graphic for graphic as we would like.  The converter software will have to perform some logic along the way.

 

For example, in our CAD system, we place arrowheads at the beginning and ending of our cables.  The cable might be broken in several places between the beginning and the ending for terminals.  In CAD, we actually place an arrowhead symbol when needed and it becomes part of the graphics collection for that record, along with the line and the annotation.  In ArcInfo, we can’t have multiple graphics go with one record.  Instead, we have to use a line style that begins and/or ends with an arrowhead.  The FME (our spatial data converter) performs logic on the input data and manufactures the data to tell ArcInfo to use a certain line style.  We had to program the FME to do this.

 

 

Turn the crank

 

The day will come when you actually start to perform your conversion and you will see data in the GIS.  This will be an exciting time because you will see your legacy data come to life in the new environment.  It can also be a frustrating time as it won’t be right the first time you turn the crank.  You can see the finish line but you are not there yet.  Be prepared for this, and be ready to start the tweaking process.  This trial-and-error process is inevitable so expect it.  Eventually, you will have your data completely converted and you will be ready to pass the point of no return by digitizing in the GIS.

 

 

Lessons Learned

 

  1. Invest the time and money for your data foundation on the front end.

Changing systems is not a “cheap” process.  System software, data conversion, installation, training, and customization are all costs that must be factored in making a decision.  Once the decision is made to switch (having done the cost-payback analysis and determined the payback is acceptable), up-front costs come into play.  Every organization then works to minimize the up-front costs, eliminating all they can to make this number more manageable.  Some things are pushed to later dates and determined as some-days not musts.  Our team at Rock Hill has learned that one of the areas we needed to build up on the front end, which in turn saves a great deal on the back end, was building our data foundation.  Rock Hill contracted Mesa Solutions Inc. of Huntsville Alabama, one of the co-developers of the GIS application, to help define the data foundation requirements.  Spending this additional money has proved to be very beneficial and cost-effective, allowing Rock Hill to define the foundation and get it right the first time.

 

  1. Pick your conversion battles

One of Rock Hill’s strengths and most valuable assets is their data. Facility locations, equipment records, facility attributes, tax records, etc. are all pieces of data that help us manage our business in an effective way.  Thus, when looking to move to a GIS our first thought was to make sure all the data that we have accumulated makes it into the new system.  While most of this data is useful, not all of it is required.  In addition, some of the data that is recorded may not be easily converted into the new system format.  Thus, we chose to pick our data battles, which sometimes meant manual data entry instead of data conversion.

 

  1. Not all legacy CAD data is relevant in a GIS

Recall the TAX_DISTRICT example again.  GIS introduced new capabilities to which we weren’t accustomed.  A major new capability is the use of regions (polygons) and their relation to the feature data inside them.  We were able to trash the TAX_DISTRICT field during conversion.  Also, future maintenance of every feature’s tax district has been eliminated.

 

  1. Prepare management and users---the system will be different

As simple as this sounds this is a primary step in accomplishing a successful conversion.  As we all know, people resist change.  Even though our users had commented for years on our old systems deficiencies, it was still something that they were accustomed to.  Once we made the decision to change, we detailed many of the differences in the new system.  We also detailed the improved functionality that was included with the new system and the improvements it would bring to the users.  Detailing this information on the front end and presenting it to the users made a big difference in their attitude towards the new system.  For instance, they were willing to accept a white background screen (versus the black screen they had used for years) once they understood they would save 13 steps in a typical map generating process with the new system.

 

 

 

Attachment: CAD data type list

 

===============================================================

CAD data type: Buried cable

  -------------------------------------------------------------

  Uses

      1. design work for engineering

      2. CPR

      3. Cable locating

      4. budgeting

      5. loop make ups

      6. cable splicing and troubleshooting

      7. tax reports

      8. archives (link to hard copy files and microfilm)

  -------------------------------------------------------------

  Record description

                               COL FEATU WEI LEVEL   SIZE STY

    3   CPR_TEL_CABLE_BUR 

   

      LINE STRING          NEW   2     3   3  2020   1.00   5

                           EXI   4     3   1  2020   1.00   5

   

      SYMBOL               NEW   2     3   1  2020   1.00   1

                           EXI   4     3   1  2020   1.00   1

   

      TEXT                 NEW   2     0   1  2021   8.00   1

                           EXI   4     0   1  2021   8.00   1

   

      CLASS                 ALPHANUMB :  3  (1,2,3,4,5)    r

      SIZE                  WHOLE_NUMB:  4  (1,2,4)

      GAUGE                 ALPHANUMB :  5  (1,2,5,6)

      TYPE                  ALPHANUMB : 15  (1,2,6)

      COUNT                 REP_ALPHAN: 79  (1,4,5,6)

      DISTANCE              WHOLE_NUMB:  4  (1,2,3,5)

      DESIGN_OR_ASBUILT     ALPHANUMB :  2  (1,2)          r

      FROM_ADDRESS          ALPHANUMB : 35  (1,3,5,6)

      TO_ADDRESS            ALPHANUMB : 35  (1,3,5,6)

      ACCOUNT_CODE          ALPHANUMB :  5  (2)

      TAX_DISTRICT          ALPHANUMB :  5  (7)            r

      FIRE_DISTRICT         ALPHANUMB :  3  (7)            r

      OWNERSHIP             ALPHANUMB :  5  (2,7)

      AUTHORIZATION         ALPHANUMB : 20  (1,6,8)

      YEAR_PLACED           ALPHANUMB : 13  (2,8)

      MONTH_PLACED          WHOLE_NUMB:  4  (2)

      DISPLAY_RA            ALPHANUMB : 20  () disp "RA"

      RIPPLE_AUTH           REP_ALPHAN: 79  (1,8)

      ISSUE_NOTES           ALPHANUMB : 79  (1,8)

      LOCATION              ALPHANUMB : 45  ()             r

      TOTAL_CABLE_DISTANCE  WHOLE_NUMB:  4  ()             r

      BLANK                 ALPHANUMB : 20  ()

      HAS_BUDGET_TEXT       ALPHANUMB :  1  (4)

      UNIQUE_ID             ALPHANUMB : 20  (4)

  -------------------------------------------------------------

  Additional Information

 

      color:   blue

 

      weight:  light for existing

               heavy for proposed

 

      lines:   dotted line for cable

               solid line for leader lines

 

      symbols: arrow head (#27, size 5)

 

      level:   2020 for graphics

               2021 for annotation

 

 

 

Authors

 

Worth Sparks

ESS Programmer Analyst

Rock Hill Telephone Company

P.O. Box 470

Rock Hill, SC  29731-6470

Phone:  803-324-7231

Email:  Worth.Sparks@RHTelCo.Com

 

Paul Finley

Managing Director-Sales

Mesa Solutions, Inc

7800 Hwy 20 West

Tower Building, 4th Floor

Huntsville, AL 35807

Phone:  256-864-0400  ext. 3055

Email: pfinley@mesahq.com