Howard Mason, BAE Systems

Chair, ISO TC184/SC4: Industrial data

Chair, CEN TC310

Chair: ISO/IEC/ITU/UNECE

MoU/MG on eBusiness

The ISO TC184 SC4 standards for the exchange, sharing and storing of

industrial data

What is the business problem?

Current business environment

• Increasing lifecycle of platforms– Sales of new platforms declining– Continuous through-life upgrades

• Risk transfer from customer to prime– Contractor logistics support– Service provision

• Global partnerships• Increased dependence on extended supply chain• Need to support reorganisation of enterprises• Changing commercial and legal environment

– Tracking individual components

Extended Enterprise ofOEM’s, Customer, Partners

and Suppliers

Enterprise Integrationthrough dedicated networks

Domain specific information systems

(e.g. CAD, MRPII, Planning)

Evolution of the extended enterprise

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Product Life Cycle in stages

Concept Assessment Demonstration Manufacture In-Service DisposalOperational Feedback

PLCSDomain

Define and implement the support solution, maintain the product configuration

Product Lifecycle Management (PLM)

Importance of the life cycleD

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Product Life Cycle in years

C A D M In-Service D

PLCS DomainPLCS Domain

Design forSupportability

Design forSupportability

In Service Support andOperational Feedback

In Service Support andOperational Feedback

Typically 25 – 50 years Operational Life5 – 10 years

Business drivers today

• Reduced Cost of Ownership– Users of products are seeking improved availability,

reliability, maintainability and lower cost of ownership through life

• Sustainable Business Growth– Companies are seeking to make money through the life

cycle support of their products to improve profits, improve quality and be more competitive

• Protect investment in product data– Users of information systems want more open platforms to

reduce IT costs and ensure longevity in use of information to support the lifecycle

The Information Environment

• Pervasive use of IT• Smaller range of COTS products for product

definition• Highly tailored PDM systems• Wide range of through-life support systems• Web-enabled applications needing to share

information • Many small, dynamic transactions• Growing overlap between traditional engineering

information streams and the rest of the business

Implications for product data

• Digital data as sole authority• Product data held in digital form represents major

investment• Use of product data where and when needed

– throughout the extended enterprise– throughout the life of the product

• Barriers to communication can arise from:– Different ways of using the same system– Different systems hold data in different forms– New systems and technologies

• Rising customer expectations

Product data capabilities

• Industry requires complete, accurate and timely data exchange and use – Between all the participants in a value chain– Throughout the entire life cycle– Across all business functions

• Data integration and extraction• Consistent models• Common vocabulary• Consistent reference data• Information quality

The other challenges

• Information lifecycle exceeds life of – equipment– software– people

• Long term information retention– Recovery – Reuse

• Preservation of knowledge– Generation to generation

How can standards help?

ISO TC184 SC4 - Industrial Data

• The mission of SC4 is to – develop and promulgate standards for the representation

of scientific, technical and industrial data, – to develop methods for assessing conformance to these

standards, and – to provide technical support to other organizations

seeking to deploy such standards in industry

What is industrial data?

• Product Definition data– Long life span - 30-50 years– Large, complex products, needing configuration

management

• Data Warehousing– Simpler model, data driven

• Component Libraries and Catalogues– Different views - geometry, metadata– Different forms of lists - explicit, algorithm, class

• Manufacturing Management data (ISO 15531)– Factory resource and control

• Process Specification (ISO 18629)• Underpinned by consistent terminology

STEP - ISO 10303 - Status

• In production use since 1995• Aimed at structured information exchange and

sharing• Common integrated resources used to support

multiple different user viewpoints• EXPRESS product data definition language

– predates UML etc

EXPRESS Data Definition Language

STEP

User View User View

User View

Application Protocolsmap the user view into the STEP datamodels

STEP for the Web

STEPPhysical

File

DatabaseLanguage

XML

STEP - ISO 10303 - Scope

• Current scope includes– Geometry – Configuration Management – Process planning– Manufacturing– Finite Element Analysis– Printed Circuit Assemblies– Wiring looms– Mechanical Design– Construction industry– Shipbuilding– Product Life Cycle Support

Configuration Management• Authorisation• Control(Version/Revision)• Effectivity• Release Status• Security Classification• Supplier

•Geometric Shapes• Advanced BREP Solids• Faceted BREP Solids• Manifold Surfaces with Topology• Wireframe with Topology• Surfaces and Wireframe without • Topology

•Specifications• Surface Finish• Material• Design• Process• CAD Filename

•Product Structure• Assemblies• Bill of Materials• Part• Substitute Part• Alternate Part

AP 203: Configuration Controlled Design of Mechanical Parts

Dra wing Struc ture

Dra w ing Re visio nShe e t Re visio nsV ie w sDra fting Sp e c ific a tio nsC o ntra c tSe c urity C la ssific a tio nA p p ro va lsRe sp o nsib le O rg a niza tio ns

Pro d uc t Re la tio n

Pa rtRe sp o nsib le O rg a niza tio n

G e o m e tric Sha p e s

A d va nc e d BREP So lid sFa c e tte d BREP So lid sEle m e nta ry BREP So lid sM a nifo ld Surfa c e s w / To p o lo g yW ire fra m e w ith To p o lo g ySurfa c e s a nd W ire fra m eW itho ut To p o lo g yG e o m e tric a lly Bo und e d2D Sha p e

A sso c ia tivity

Fro m G e o m e tric M o d e l to :D im e nsio nsC a llo utsFill A re a s

A nno ta tio n

Te xtA nno ta tio n C urve sSym b o lsSub fig ure sFill A re a sD im e nsio nsG ro up ing

La ye rsG ro up s

AP 202: Associative Draughting

Configuration Control, Approvals

• Part, product definitions

• Finite element analysis model, controls, and results

Analysis Discipline Product Definitions

• Finite Element Analysis–Model (Nodes, Elements, Properties,...)

–Controls (Loads, Boundary Constraints,...)

–Results (Displacements, Stresses,...)

• Analysis Report

Design Discipline Product Definition

• Shape Representations

• Assemblies

Information Shared Between Analysis & Design

• 3D Shape Representations

• Composite Constituents

• Material Specifications & Properties

• Part Definitions

Composite Constituents

• Ply Boundaries, Surfaces

• Laminate Stacking Tables

• Reinforcement Orientation

Material Specifications & Properties

• Composites

• Homogeneous (metallics)

3D Shape Representation

• AP202/203 Commonality Plus Composite Specific 3D Shapes

–Advanced B-Representation

–Facetted B-Representation

–Manifold Surfaces With Topology

–Wireframe & Surface without Topology

–Wireframe Geometry with Topology

–Composite Constituent Shape Representation

AP209: Composite & Metallic Analysis & Related Design

Technology

Physical• Component Placement• Bare Board Geometry• Layout items• Layers non-planar, conductive & non-conductive• Material product

• Geometrically Bounded 2-D• Wireframe with Topology • Surfaces• Advanced BREP Solids • Constructive Solid Geometry

Part• Functionality• Termination • Shape 2D, 3D • Single Level Decomposition• Material Product• Characteristics

Configuration Mgmt• Identification• Authority • Effectivity • Control• Requirement Traceability• Analytical Model• Document References

Product Structure/Connectivity

• Functional• Packaged

• Fabrication Design Rules• Product Design Rules

Requirements• Design• Allocation• Constraints• Interface• Rules

• Geometric Dimensioning and Tolerancing

Geometry

Design Control

AP 210: Electronic Assembly,Interconnect and Packaging Design

Geometry

• Solids Data

• Surface Data

• Wireframe

• Measured Data

Analysis

• Simulation

Technology Data

• Material Data

• Form Features

• Tolerance Data

• Surface Conditions

Manufacturing

• NC-Data

• Process Plans

Specification/Configuration

• Product Structure Data

• Management Data

Presentation

• Drawing

• Visualization

AP 214: Core Data for Automotive Mechanical Design Processes

Manufacturing Part Properties• Material Property• Surface Finish• Process Property• Hardness

Manufacturing Part Properties• Material Property• Surface Finish• Process Property• Hardness

Feature Definition Items& Profiles

• Path• Taper• Profile• Bottom Condition

Feature Definition Items& Profiles

• Path• Taper• Profile• Bottom Condition

Part Administration Data• Approval• Person in Organization• Order• etc.

Part Administration Data• Approval• Person in Organization• Order• etc.

Shape Representation• Brep Model• Explicit Base Shape• Block Base Shape• Ngon Base Shape• Cylindrical Base Shape

Shape Representation• Brep Model• Explicit Base Shape• Block Base Shape• Ngon Base Shape• Cylindrical Base Shape

Machining Features• Slot• Hole• Thread• Outer Round• Chamfer

Machining Features• Slot• Hole• Thread• Outer Round• Chamfer

Tolerances• Flatness• Material Condition Modifier• Linear Dimension• Tolerance Range

Tolerances• Geometric• Material Condition Modifier• Linear Dimension• Tolerance Range

BRAD/archtr. tif

AP224: Process Planning Using Machining Features

Building Element Types• Structural• Service Elements• Fixtures, Equipment

Building Element Shape

• Component Structure• Explicit Shape Representation• Elementary (planar), Analytic (simple geometry) & Free Form (complex geometry)

Building Structure

• Composition• Location of Elements• Assemblies of Elements

Building Element Properties

• Simple Property• Simple Classification

AP 225: Building Elements Using Explicit Shape Representation

Plant Layout• Location of Plant-items• Site Description• Change Control

Functional/Analysis• Interference• Performance Requirements• Requirement Satisfaction

Plant Systems• Line Definitions• Composition• Capabilities• Component Connectivity

Plant Item• Type• Connections• Functional/Physical• Definition/Occurrence

Shape• Explicit Shape• Brep• CSG

AP227: Plant Spatial Configuration

Scope of STEPtoday

SharedData

Product Structure

Product Representations

Product Performance

`

Support and OperationalFeedback

StandardCommercialTransactionsFeed &

Extract

Change Directives

Maintain/DisposeQuery

DerivedDisposable

Data

Respond

Use

LifeCycleData

AP 239: Product Life Cycle Support (PLCS)

Support Environment

Support Performance

Failure Analysis

Task Resource Data

Maintenance Analysis

Fleet Statistics

STEP - ISO 10303 - Development path

• New areas of application– Systems Engineering (AP233)– Materials (AP235)– Furniture (AP236)– STEP-NC (AP238)

• Increasing use of modular architecture• Smaller usable exchange sets - DEX• Increasing use of simple reference data for code lists

and other standard structures– Uses 15926 structures– Risks of losing interoperability

• XML schema, Web services, UML representations• Interfaces to transaction standards

Oil and Gas - ISO 15926 - Status

• Representation of information associated with engineering, construction and operation of oil and gas production facilities, supporting: – information requirements in all life-cycle phases

– sharing and integration of information

• ISO 15926 will include:– a generic, conceptual data model

– a reference data library of common information rules for developing and maintaining additional reference data libraries

– templates for viewing information subsets

• Basic model published as standard• Targeted at information integration and warehousing

Oil and Gas - ISO 15926 - Development path

• Initial reference library balloted as 15926-4– First 12000 reference data classes

• Extensions under development for geometry, and proposed for mesh, based on STEP models

• Another 30-40K classes to be added• Development of templates to provide views of

subsets of the model for particular applications• Considering implementation in OWL (Web Ontology

Language)

PLIB - ISO 13584 - Status

• Description of supplier part library structure– Supporting automatic integration into user libraries

• Representations of lists of “similar parts” - related by geometry, part of same product, etc– defined explicitly or implicitly– dictionary data exchange (developed jointly with IEC

61360-2)

• API for generating geometric models• Structuring for part family definitions• Supplier codes• View exchange protocols• Some shared resources with STEP

PLIB - ISO 13584 – Development path

• Current standard published• Update to dictionary model• XML schema for dictionary exchange • Deployment for product catalogues

– Joint ISO/IEC guidelines under preparation

Standards for industrial data

Model

Reference data

ISO 10303 - STEP

Model

Reference data

ISO 15926 - Oil and Gas

Reference dataReference data

Model

ISO 13584 - PLIB

Library

Parts library

Convergence

• Smaller, reusable model components– DEX, templates,…..

• Common reference data, external to model• Support for XML and Web services

How does this fit into the bigger picture?

Scenarios

Process modelsInformation content/components

Classification schemesComponent libraries

Enterprise data and metadataReference data

Identifiers

Process definition mechanisms Information definition mechanisms

Representation options

Transport options

Networks

Consraints

Contractual and regulatory

Security

Guidelines

Registry/R

epostory for Discovery, P

resence, Availability

Semantics - Terminology

Service assem

bly

Physical representation

DataAssembly

Service definition mechanisms

Rev 4 – 2005-06-10

The eBusiness framework

Cataloguing (8000)

Information

Reference data10303, 15926

Product Definition data

10303, 15926

Product Description data

Product

Classification

Product

Libraries (13584)

Product Identification

Industrial terminology (22745)

Open Technical Dictionary – eOTD (ISO/TS 22745)

• Goal is to lower costs and improve quality by enabling cataloging at source – Eliminate most manual aspects of cataloging– Eliminate data mapping

• Open Technical Dictionary of properties for cataloging– Use existing ISO and IEC terminology where available– Harmonization process to ensure synchronization with ISO and

IEC terminology

• Implementation guide on integration of catalog data in STEP– Document guidelines for the use of dictionary elements defined

in the OTD as reference data for the incorporation of cataloging information into ISO 10303 product data files

– Enable automated extraction of catalog descriptions from STEP files

• Current status: NWI accepted but with many comments

ISO 8000

• Management standard for cataloguing• Aimed at ensuring consistency of catalogued

information• Essential for quality• Major support from NATO, US and the users of the

NATO Codification system

What are the opportunities for the future?

Current exploitation

• Exploiting information models to support other standards – ISO 13399 for tooling – PLIB for ISO TC2 fasteners– Process measuring equipment - overlap with IEC SC65B

removed– ECCMA Electronic Open Technical Dictionary

• Common ISO/IEC guide for PLIB exploitation– Potentially impacts all ISO and IEC product standards

Opportunities for further exploitation

• Lifecycle management and use of product data– Product characteristics derived from single model

• Integration of engineering and procurement functions– Procurement information derived from single source

• Web-enabling reference data– Consistent reuse and enhanced interoperability– Challenge of the business model for maintenance

• Making it really easy for SMEs

The strengths

• Massive investment in information models• Growing investment in reference data• Structures that can be used by other groups• Basis for addressing new challenges

– Information quality– Long term information retention

• Recovery • Reuse

– Preservation of knowledge• Generation to generation