cobie-export Skill Documentation

For Morehead One Senior Care (MOSC) and similar healthcare projects:

• Regulatory Compliance: Joint Commission and state inspectors expect documented handover of all medical equipment, fire/life safety systems, and maintenance procedures
• Warranty Tracking: COBie captures manufacturer warranties, service dates, and contact information
• Asset Management: Room-to-equipment mapping enables quick O&M lookup ("What systems serve Bedroom 5?")
• Maintenance Scheduling: Manufacturer-recommended maintenance intervals are embedded in the data
• Spare Parts Management: Predefined spare parts inventory for critical assets

4. Data Mapping Engine

The cobie-export skill implements a systematic mapping engine that:

4.1 Data Extraction Phase

1. Scan All Data Stores: Load all available JSON files from the project-data directory

   • project-config.json (building metadata)
   • directory.json (contacts)
   • plans-spatial.json (spaces, zones, grids)
   • specs-quality.json (equipment, systems, maintenance)
   • submittal log + document-intelligence results (approved spec sheets, manuals, warranties)
   • closeout-inspection.json (installation dates, serial numbers)
   • commissioning-data.json (startup dates, test results)
   • punch-list.json (open deficiencies)
   • rfi-log.json (design clarifications)
   • audit-trail.json (timestamps, creators)

2. Validate Data Quality: Check for required fields, format errors, referential integrity

   • Flag missing primary key data
   • Identify broken foreign key references
   • Warn on data type mismatches

3. Build Reference Maps: Create lookup tables for all primary keys

   • Contact-Email → Contact row (for Contact.Email unique index)
   • Space-Name → Space row (for Space.SpaceName unique index)
   • Type-Name → Type row (for Type.TypeName unique index)
   • Component-Name → Component row (for Component.Name unique index)

4.2 Mapping Phase

For each COBie worksheet:

1. Define Field Mapping: Associate each COBie field with source JSON path
2. Apply Transformation Rules: Convert data formats, handle nulls, validate references
3. Build Row Data: Construct each worksheet row with mapped values
4. Apply Business Logic:
   • Auto-generate missing IDs where needed
   • Resolve circular references
   • Calculate derived fields (e.g., "AreaNetRoom" = "AreaGrossRoom" - walls/fixtures)

4.3 Validation Phase

1. Referential Integrity Checks:

   • Component.TypeName must exist in Type.TypeName
   • Component.Space must exist in Space.SpaceName
   • Zone.Spaces must reference valid Space.SpaceName values
   • Job.Location must reference valid Space.SpaceName

2. Format Validation:

   • Email fields match email regex
   • Dates in ISO 8601 format (YYYY-MM-DD)
   • Numeric fields are numeric
   • Enum values match allowed set

3. Completeness Scoring: Calculate percentage of filled fields per worksheet

4.4 Handling Missing Data

COBie allows "n/a" for optional fields, but required fields must have values:

If data is unavailable:

• Mark as "n/a" (per COBie v2.4 spec)
• Log missing data for completeness report
• Suggest data collection source

Example: Type.WarrantyGuarantorParts is optional; if not available, set to "n/a" and note "Contact supplier for warranty details"

5. Export Workflow

Step 1: Initiate Export

/cobie export

Triggers these actions:

1. Check for existing COBie export in process (prevent concurrent exports)
2. Create export working directory: /project-data/cobie-export/[timestamp]/
3. Initialize export log file
4. Scan all data stores for availability

Step 2: Data Completeness Assessment

/cobie status

Generates pre-export completeness report:

COBie Completeness Assessment — 2026-02-19T10:30:00Z

Facility Data:
  ✓ Project name (Morehead One Senior Care)
  ✓ Building identification (MOSC-001)
  ✓ Site address (Morehead, KY)
  ~ Coordinates (lat/long available but GPS survey pending)
  ~ Site area and utilities routing (partial)

Space Data:
  ✓ Room schedule from plans (16 bedrooms + 5 common areas)
  ~ Room finishes (design specs available, as-built finishes pending)
  ~ Occupancy counts (design intent available, operational TBD)

Equipment (MEP):
  ~ HVAC equipment types defined, serial numbers/installation dates pending closeout
  ~ Plumbing fixtures scheduled, equipment data sheets pending supplier approval
  ~ Electrical panels and circuits defined, but circuits not fully detailed
  ~ Fire alarm system scheduled, commissioning data pending

Systems:
  ✓ HVAC system scope defined
  ✓ Plumbing system scope defined
  ✓ Electrical system scope defined
  ~ Fire protection scope conditional on design decisions

Documentation:
  ~ Submittals in progress (Schiller doors 24 days in review, Wells concrete mix 17 days in review)
  ~ O&M manuals pending closeout delivery
  ~ Commissioning reports pending project progress

Overall Readiness: 45% (design/construction phase)
  — Full readiness expected at substantial completion (07/29/26)

Step 3: Execute Mapping & Export

1. Load all data sources into memory
2. Generate Contact worksheet from directory.json
3. Generate Facility worksheet from project-config.json
4. Generate Floor/Space/Zone worksheets from plans-spatial.json
5. Generate Type/Component/System/Assembly worksheets from specs-quality.json + submittals
6. Generate Connection worksheet from coordination data
7. Generate Spare/Resource/Job worksheets from O&M manuals
8. Generate Impact worksheet from energy/sustainability data
9. Generate Document worksheet from document-intelligence + submittal log
10. Generate Attribute worksheet from all extracted custom data
11. Generate Coordinate worksheet from site survey + building grid
12. Generate Issue worksheet from punch-list + RFI log
13. Create multi-tab Excel workbook using xlsx skill

Step 4: Schema Validation

/cobie validate [optional: path-to-previous-export.xlsx]

Runs comprehensive COBie schema checks:

• Primary key uniqueness per worksheet
• Foreign key integrity (Component.TypeName exists in Type sheet, etc.)
• Enum value validation (Status must be one of: New/Existing/Planned/Obsolete/Unknown)
• Data type conformance
• Required field completion
• Log all validation warnings and errors

Step 5: Generate Completeness Summary

Data Completeness Report:

Contact Worksheet: 95% (11/12 contacts with all required fields)
Facility Worksheet: 90% (building name, code, category complete; GPS pending)
Floor Worksheet: 100% (single floor, complete)
Space Worksheet: 85% (16 bedrooms scheduled; finishes and occupancy counts 60% complete)
Zone Worksheet: 70% (HVAC zones 100%, fire zones 50%, plumbing zones pending)
Type Worksheet: 65% (HVAC/plumbing equipment 80%; electrical/fire equipment 50%)
Component Worksheet: 20% (will reach 95% at substantial completion when serial numbers populated)
System Worksheet: 70% (HVAC, plumbing, electrical defined; fire protection pending)
Assembly Worksheet: 50% (HVAC assemblies defined; others pending)
Connection Worksheet: 30% (HVAC connections defined; other systems pending)
Spare Worksheet: 40% (pending O&M manual delivery)
Resource Worksheet: 35% (pending product data sheet delivery)
Job Worksheet: 45% (based on standard maintenance; customizations pending)
Impact Worksheet: 60% (energy model available; water/waste pending)
Document Worksheet: 55% (3/5 major equipment submittals under review)
Attribute Worksheet: 50% (standard attributes populated; custom fields pending)
Coordinate Worksheet: 90% (grid system 100%; GPS coordinates pending site survey)
Issue Worksheet: 85% (6 known submittals overdue, 7 daily reports logged)

Overall COBie Readiness: 58% (design/construction phase)
Next Milestone: 85% at foundation complete (03/20/26)
Full Readiness: 98% at substantial completion (07/29/26)

6. Data Completeness Scoring

Per-Worksheet Completeness

Each worksheet has a completeness percentage calculated as:

Completeness % = (Populated required fields + Populated optional fields) / Total fields

Overall COBie Readiness

COBie Readiness % = (Sum of all worksheet completeness %) / 18 worksheets

Phased Data Collection Timeline

Phase 1: Design & Permitting (Pre-Construction)

• Facility, Floor, Space, Zone, Type definitions: 90%+ complete
• System scope: 80%+ complete
• Document references (spec sheets): 70%+ in submittal queue
• Coordinate (grid system): 95%+ complete
• Issue tracking (RFIs): 100% captured

Phase 2: Construction & Closeout (Foundation through Finishes)

• Component serial numbers: 0% → 95% (populated at closeout)
• Installation dates: 0% → 100% (captured at final inspection)
• System connections: 50% → 95% (refined during coordination)
• Spare parts/resources: 30% → 80% (from approved O&M manuals)
• Job (maintenance schedule): 40% → 90% (from manuals + commissioning)
• Document completeness: 55% → 95% (all submittals, commissioning reports, warranties)
• Issue closure: 85% → 10% (punch list resolved)

Phase 3: Commissioning & Handover (Substantial Completion)

• All documents: 98%+ complete
• All components with serial numbers, installation dates, startup dates
• All maintenance jobs scheduled
• All systems tested and documented (commissioning reports)
• All issues closed (punch list empty)
• Overall COBie readiness: 95%+

Extended reference: Detailed examples, templates, scoring rubrics, and best practices are in references/skill-detail.md.