1. 2008-04-13 Copyright LKSoftWare GmbH 2008 1 About STEP A rough overview on ISO 10303 Lothar Klein, LKSoftWare GmbH This work is done as part of the European funded DEPUIS project within the EUROPE INNOVA program

2. 2008-04-13 Copyright LKSoftWare GmbH 2008 2 Memorandum of Understanding (MoU) on e-Business Standards Working Together for Interoperability The four global de jure bodies The International Electrotechnical Commission (IEC) http://www.iec.ch The International Organization for Standardization (ISO) http://www.iso.org The International Telecommunication Union (ITU) http://www.itu.int The United Nations Economic Commission for Europe (UN/ECE) http://www.unece.org/cefact

3. 2008-04-13 Copyright LKSoftWare GmbH 2008 3 ISO Technical Committes ISO – International Organization of Standardization TC 184 - Industrial automation systems and integration SC 4 - Industrial Data WG2 - Parts Library (PLIB = ISO 13584) WG3 - Product Modelling( STEP APs, Oil and Gas = ISO 15926) JWG8 - Industrial Manufacturing Management Data (ISO 15531) WG11 - EXPRESS Language Implementation (STEP part 1x-3x) Methods, and Conformance Methods WG12 - SC4 Common Resources (STEP part 4x,5x,1xx,5xx,1xxx) National representation e.g. DIN / NAM in Germany or BSI in UK

4. 2008-04-13 Copyright LKSoftWare GmbH 2008 4 2005-01-31 Copyright LKSoftWare GmbH, 2005 4

5. 2008-04-13 Copyright LKSoftWare GmbH 2008 5 What is STEP? (Taken from ISO 10303-1 Introduction) ISO 10303 is an International Standard for the computer-interpretable representation of product information and for the exchange of product data. The objective is to provide a neutral mechanism capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral file exchange, but also as a basis for implementing and sharing product databases, and as a basis for archiving.

6. 2008-04-13 Copyright LKSoftWare GmbH 2008 6 What is STEP? (Taken from ISO 10303-1 Introduction) ISO 10303 is an International Standard for the computer-interpretable representation of product information and for the exchange of product data. The objective is to provide a neutral mechanism capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral file exchange, but also as a basis for implementing and sharing product databases, and as a basis for archiving. => Not a company standard like DOC, DXF, XLS

7. 2008-04-13 Copyright LKSoftWare GmbH 2008 7 What is STEP? (Taken from ISO 10303-1 Introduction) ISO 10303 is an International Standard for the computer-interpretable representation of product information and for the exchange of product data. The objective is to provide a neutral mechanism capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral file exchange, but also as a basis for implementing and sharing product databases, and as a basis for archiving. => The contents of HTML, Word, of PDF is not computer-interpretable

8. 2008-04-13 Copyright LKSoftWare GmbH 2008 8 What is STEP? (Taken from ISO 10303-1 Introduction) ISO 10303 is an International Standard for the computer-interpretable representation of product information and for the exchange of product data. The objective is to provide a neutral mechanism capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral file exchange, but also as a basis for implementing and sharing product databases, and as a basis for archiving. => STEP is not dealing with non-product related information (medical science, strategy, laws...) but...?

9. 2008-04-13 Copyright LKSoftWare GmbH 2008 9 What is STEP? (Taken from ISO 10303-1 Introduction) ISO 10303 is an International Standard for the computer-interpretable representation of product information and for the exchange of product data. The objective is to provide a neutral mechanism capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral file exchange, but also as a basis for implementing and sharing product databases, and as a basis for archiving. => File-formats Not vendor neutral:.doc,.xls,.mpp... Vendor neutral:.stp,.html,.xml (?)

10. 2008-04-13 Copyright LKSoftWare GmbH 2008 10 What is STEP? (Taken from ISO 10303-1 Introduction) ISO 10303 is an International Standard for the computer-interpretable representation of product information and for the exchange of product data. The objective is to provide a neutral mechanism capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral file exchange, but also as a basis for implementing and sharing product databases, and as a basis for archiving. => Life cycle phases: requirment, early design, detailed design, manufacturing, manufacturing planing, maintenance, re-configuration, disposal.

11. 2008-04-13 Copyright LKSoftWare GmbH 2008 11 What is STEP? (Taken from ISO 10303-1 Introduction) ISO 10303 is an International Standard for the computer-interpretable representation of product information and for the exchange of product data. The objective is to provide a neutral mechanism capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral file exchange, but also as a basis for implementing and sharing product databases, and as a basis for archiving. => Building up STEP databases on the basis of STEP data models.

12. 2008-04-13 Copyright LKSoftWare GmbH 2008 12 What is STEP? (Taken from ISO 10303-1 Introduction) ISO 10303 is an International Standard for the computer-interpretable representation of product information and for the exchange of product data. The objective is to provide a neutral mechanism capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral file exchange, but also as a basis for implementing and sharing product databases, and as a basis for archiving. => Long term archiving is a major usage of STEP

13. 2008-04-13 Copyright LKSoftWare GmbH 2008 13 A few basic ISO 10303 parts Data Modelling Language ISO 10303-11 EXPRESS (ASCII) and EXPRESS-G (graphical) Generic Data Models ISO 10303-41 Fundamentals of product description and support Application Specific Data Models ISO 10303-214 Core data for automotive mechanical design processes, STEP-AP 214 (Application Protocol) Implementation methods ISO 10303-21 Clear text encoding of the exchange structure (STEP-File) ISO 10303-28 XML representations of EXPRESS schema and data (STEP-XML)

14. 2008-04-13 Copyright LKSoftWare GmbH 2008 14 Example: EXPRESS from Integrated Resource: ISO 10303-41

15. 2008-04-13 Copyright LKSoftWare GmbH 2008 15 Example: EXPRESS from Application Protocol: ISO 10303-214

16. 2008-04-13 Copyright LKSoftWare GmbH 2008 16 Example: STEP Data Model in EXPRESS-G

17. 2008-04-13 Copyright LKSoftWare GmbH 2008 17 Example: STEP-File ISO-10303-21; HEADER; FILE_DESCRIPTION(('STEP File written by Smaragd'),'2;1'); FILE_NAME('ecA4000030000_stp', '2001-03-27T17:28:17',(''),('DaimlerChrysler AG'), 'Smaragd Preprocessor Version 2.3','Metaphase/Smaragd',''); FILE_SCHEMA(('AUTOMOTIVE_DESIGN')); ENDSEC; DATA; #10=PRODUCT_RELATED_PRODUCT_CATEGORY('part',$,(#70, #90,#100,#110)); #40=ORGANIZATION('/NULL','Daimler Chrysler',$); #50=ORGANIZATION_ROLE('id owner'); #60=APPLIED_ORGANIZATION_ASSIGNMENT(#40,#50,(#70, #90,#100,#110)); #70=PRODUCT('A4000030000', 'Traction','',(...)); #90=PRODUCT('A4000003001', 'Gear','‚...)); #100=PRODUCT('A4000002401', 'Engine','‚...)); #110=PRODUCT('A4000002101', 'Wheel','‚...));...

18. 2008-04-13 Copyright LKSoftWare GmbH 2008 18 Example: STEP-XML

19. 2008-04-13 Copyright LKSoftWare GmbH 2008 19 A few basic ISO 10303 parts Data Modelling Language ISO 10303-11 EXPRESS (ASCII) and EXPRESS-G (graphical) Generic Data Models ISO 10303-41 Fundamentals of product description and support Application Specific Data Models ISO 10303-214 Core data for automotive mechanical design processes, STEP-AP 214 (Application Protocol) Implementation methods ISO 10303-21 Clear text encoding of the exchange structure (STEP-File) ISO 10303-28 XML representations of EXPRESS schema and data (STEP-XML)

20. 2008-04-13 Copyright LKSoftWare GmbH 2008 20 STEP Standard - ISO 10303 History overview 1984: Start of the development of STEP as a sucessor of IGES, VDAFS, SET 1994: The first parts of STEP were published as International Standard AP203: Config Controlled 3D Design 2001: IS-version of AP210: Electronic assembly, interconnect and packaging design AP212: Electrotechnical design and installation AP214: Automotive Design 2004... 2008: Modular APs AP239: PLCS - Product Life Cycle Support AP203ed2, AP210ed2, AP236: Furniture... AP233: System Engineering and design

21. 2008-04-13 Copyright LKSoftWare GmbH 2008 21 1984 1994 2004 Methods Resources APs Modules Usage Express, STEP-File SDAI STEP-XML Binary Data Geometry, Generic – PDM Tolerances, Kinematic, Math,... 201/ 203...202...209/210/212/214...239/233/240... ISO TC184/SC4 Development-Activities CAD PDM CAx Integration

22. 2008-04-13 Copyright LKSoftWare GmbH 2008 22 Structure of STEP 10,20,30 series Description and implementation methods (EXPRESS, STEP-File, -XML, SDAI, UML mapping, conformance tests...) 40, 100 series Integrated Resources (product, structure, geometry,...) 500 series Application integrated resources (Common specializations of integrated resources) 200 series Application Protocols, some 20 400 and 1000 series Modules (new)

23. 2008-04-13 Copyright LKSoftWare GmbH 2008 23 Integrated Resources (1/2) p41 Fundamentals of product description and support p44 Product structure configuration p43 Representation structures p42 Geometric and topological representation p47 Shape variation tolerances p59 Quality of product shape data p46 Visual Presentation p101 Draughting p45 Materials p49 Process structure and properties p50 Mathematical constructs p51 Mathematical representation

24. 2008-04-13 Copyright LKSoftWare GmbH 2008 24 Integrated Resources (2/2) p54 Classification and set theory p56 State p58 Risk p104 Finite element analysis p107 Finite element analysis definition relationships p105 Kinematics p109 Kinematic and geometric constraints for assembly models p55Procedural and hybrid representation p108 Parameterization and constraints for explicit geometric product models p111 Construction History Features p112 2D Standard Modeling Commands for the Procedural Parametric Exchange

25. 2008-04-13 Copyright LKSoftWare GmbH 2008 25 ARM – MIM mapping with Magic Strings ARM: Application Reference Model AIM / MIM: Application / Modular Integrated Model ISO/TS 10303-1022:2004 Part and version identification 5.1.1 Part MIM element: product Source: ISO 10303-41 Reference path: {product <- product_related_product_category.products[i] product_related_product_category <= product_category (product_category.name='part') (product_category.name='raw material')} 25

26. 2008-04-13 Copyright LKSoftWare GmbH 2008 26 ISO 10303 APs Applikations-Protokolle (1/2) General, Mechanical 2D, 3D Part 201: Explicit draughting (einfache 2D Zeichnungen) Part 202: Associative draughting (2D-Zeichnungen mit Bezug zu 3D-Modellen) Part 203: Configuration controlled design (3D-Design) Part 204: Mechanical design using boundary representation Part 207: Sheet metal die planning and design Part 214: Core data for automotive mechanical design processes Manufacturing: Part 223: Cast Parts Part 224: Mechanical product definition for process planning using machining features Part 229: Forged part Part 236: Furniture product data and project data Part 238: Application interpreted model for computer numeric controllers Part 240: Process plans for machined products Ship: Part 215: Ship arrangement Part 216: Ship moulded forms Part 218: Ship structures

27. 2008-04-13 Copyright LKSoftWare GmbH 2008 27 Electrical/Electronics Part 210: Electronic assembly, interconnection, and packaging design Part 212: Electrotechnical design and installation (cable harness, energy distribution,... designed together with AP214) Simulation and Materials Part 209: Composite and metallic structural analysis and related design Part 235: Materials information for the design and verification of products Part 237: Fluid dynamics (AWI) Facilities / Maintenance Part 221: Functional data and their schematic representation for process plants Part 225: Building elements using explicit shape representation Part 227: Plant spatial configuration Part 239: Product life cycle support Part 241, AEC maintenance (planned) Others Part 232: Technical data packaging core information and exchange Part 233: Systems engineering data representation ISO 10303 APs Applikations-Protokolle (2/2)

28. 2008-04-13 Copyright LKSoftWare GmbH 2008 28 Application modules ISO 10303-4xx and 1xxx (>500)

29. 2008-04-13 Copyright LKSoftWare GmbH 2008 29 Conformance testing methodology and framework ISO 10303-31:1994 General concepts ISO 10303-32:1998 Requirements on testing laboratories and clients ISO 10303-34:2001 Abstract test methods for application protocol implementations ISO/TS 10303-35:2003 Abstract test methods for SDAI implementations ISO 10303-3xx Abstract Test Suite (ATS2xx) for AP2xx ATS 302, 307, 325, 332 (withdrawn 303, 312, 314) In general this area didn’t work out as expected. Originally conformance tests for all parts of STEP should have been available. Complexity problem, methods not optimal, too expensive This might be possible with modules ATS documents got somehow replaced by Recommended Practises documents and Validation Reports

30. 2008-04-13 Copyright LKSoftWare GmbH 2008 30 Information units and views in STEP Original paper from Julian Fowler (PDT Solutions / UK), 1996 the STEP Integrated Resources comprise a single model for product data, this model is based on an underlying framework - the "Generic Product Data Model", and the model supports product data applications (Application Protocols) through different, specific usages of generic constructs

31. 2008-04-13 Copyright LKSoftWare GmbH 2008 31 The main "Information units" of the STEP Integrated Resources

32. 2008-04-13 Copyright LKSoftWare GmbH 2008 32 Product and product_context AP214-example #1=APPLICATION_CONTEXT('mechanical design'); #3=PRODUCT_CONTEXT('',#1,'mechanical'); #8=PRODUCT('A4000030000', 'Traction',$,(#3));

33. 2008-04-13 Copyright LKSoftWare GmbH 2008 33 Identifying formation for products Identification, description and inter-relationships among different versions, revision, variants, or configurations of products

34. 2008-04-13 Copyright LKSoftWare GmbH 2008 34 Identifying configurations for products AP214-example #8=PRODUCT('A4000030000','Antrieb',$,(#3)); #11=PRODUCT_DEFINITION_FORMATION ('Alpha','',#8); #12=PRODUCT_DEFINITION_FORMATION ('Beta','',#8); #13=PRODUCT_DEFINITION_FORMATION _RELATIONSHIP('', 'sequence',$,#11,#12);

35. 2008-04-13 Copyright LKSoftWare GmbH 2008 35 Three ways of thinking about products how the product is classified or categorized how the product is presented to the market the technical description of the product for the purpose of design, engineering, manufacturing, operations, maintenance, etc.

36. 2008-04-13 Copyright LKSoftWare GmbH 2008 36 Categorization of products Note: Product category is no longer used for general classification of a product but only to provide general categories such as Part, Document, Product_as_individual, Chemical Substance, etc. Classification and _assignment is used to say that a product is a car or a chair or a …

37. 2008-04-13 Copyright LKSoftWare GmbH 2008 37 Categorization of products AP214-example #8=PRODUCT('A4000030000','Antrieb',$,(#3)); #21=PRODUCT_CATEGORY('detailed_part',$) ; #22=PRODUCT_RELATED_PRODUCT_CATEGORY ('part',$,(#8,#34,#108)); #23=PRODUCT_CATEGORY_RELATIONSHIP ('hierarchy',$,#21,#22);

38. 2008-04-13 Copyright LKSoftWare GmbH 2008 38 Presenting products to the market

39. 2008-04-13 Copyright LKSoftWare GmbH 2008 39 Differentiating different different life-cycle and discipline "views"

40. 2008-04-13 Copyright LKSoftWare GmbH 2008 40 AP214-example #8=PRODUCT('A4000030000', 'Traction',$,(#3)); #11=PRODUCT_DEFINITION_FORMATION('Alpha','',#8); #31=PRODUCT_DEFINITION('',$,#11,#32); #32=PRODUCT_DEFINITION_CONTEXT( 'part definition',#1,'design'); #83=NEXT_ASSEMBLY_USAGE_OCCURRENCE( '0000029','single instance usage',$,#31,#92,$); #90=PRODUCT('A4000033333', 'front axes',$,(#3)); #91=PRODUCT_DEFINITION_FORMATION('1','',#90); #92=PRODUCT_DEFINITION('',$,#91,#22);

41. 2008-04-13 Copyright LKSoftWare GmbH 2008 41 Identifying properties and relating them to views

42. 2008-04-13 Copyright LKSoftWare GmbH 2008 42 Collecting data for properties

43. 2008-04-13 Copyright LKSoftWare GmbH 2008 43 Usage of the application_context_schema basis for capturing "meta-data" for a given Application Protocol

44. 2008-04-13 Copyright LKSoftWare GmbH 2008 44 Usage of the application_context_schema AP214-example: #1=APPLICATION_PROTOCOL_DEFINITION( 'INTERNATIONAL STANDARD', 'automotive_design',2001,#2); #2=APPLICATION_CONTEXT('mechanical design'); #3=PRODUCT_CONTEXT('',#2,'mechanical'); #12=PRODUCT_DEFINITION_CONTEXT( 'part definition',#2,'design');

45. 2008-04-13 Copyright LKSoftWare GmbH 2008 45 End www.wikistep.org http://www.tc184-sc4.org/ ISO 10303 standards are for sale only expensive if you want to buy all parts Hope in future we can buy all about ISO 10303 on a single CD / DVD or get it even for free via the Internet Having modules as a database standard (ISO 10303-1000) may be a step in this direction