1. The ISO TC184 SC4 standards for the exchange, sharing and storing of industrial data
Howard Mason, BAE Systems
Chair, ISO TC184/SC4: Industrial data
Chair, CEN TC310
Chair: ISO/IEC/ITU/UNECE
MoU/MG on eBusiness

2. What is the business problem?
This presentation is intended as a set of slides that describe BAE SYSTEMS down to the level of entities reporting directly to a Chief Operating Officer.
Copies of this presentation will be found on both the company internet site, and on the company intranet, Connectus. On Connectus, the file can be downloaded in zip, html, or uncompressed PowerPoint.
Comments, suggestions, changes, etc. should be directed to Corporate Communications, External Relations,
Materials for inclusion can be sent by to

3. 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

4. Evolution of the extended enterprise
Extended Enterprise of
OEM’s, Customer, Partners
and Suppliers
PLCS
Domain
Define and implement the support solution, maintain the product configuration
Suppliers
Tier 2
Product Lifecycle Management (PLM)
Tier 1 Suppliers
Enterprise Integration
through dedicated networks
Extended Enterprise Integration
Customers
Partners
Opportunity provided by Internet technology in supporting the ‘Extended Enterprise’
Start by referring to the axis
On the X axis - the product life cycle from concept to disposal
On the Y axis – the extended enterprise from local department through Company to customers and partners and the Tier1/Tier2 supply chain
The initial build shows the extent of influence of traditional information systems, I.e. mainly design and manufacture, localized to functional departments and possibly some visibility within the company
The second build (green) refers to enterprise integration through dedicated networks- possible involving major partners and the customer – the scope again mainly confined to design and manufacture phases – This is typically the domain supported by traditional client-server architectures
The next build introduces the impact of the Internet – allowing the realistic prospect of large scale supplier integration and collaboration. This has long been the aim of concurrent engineering/collaborative engineering but until now the technology was not there to allow it to make it practical.
The Internet opens up the opportunities for managing the product information through life – latest three letter acronym is PLM(Product Lifecycle Management) with the emphasis on Lifecycle
PLCS scope is shown in purple, mainly in the support phase, but also extending back into design and manufacturing for the design for supportability and design of the support solution. Make reference to the fact that the x-axis scale distorts the impact of PLCS – In-service phase is typically 5-10 times longer than the design/manufacture phase. Example: B52 bomber will have a total lifecycle of 100 yrs when it is eventually withdrawn from service.
The final build shows the importance of operational feedback – providing the ability to update the as-maintained configuration and provide valuable operating experience to influence new designs.
Domain specific
information systems
(e.g. CAD, MRPII, Planning)
Enterprise
Dept
Concept
Assessment
Demonstration
Manufacture
In-Service
Disposal
Operational Feedback
Product Life Cycle in stages

5. Importance of the life cycle
PLCS Domain
Design for
Supportability
In Service Support and
Operational Feedback
Suppliers
Tier 2
5 – 10 years
Typically 25 – 50 years Operational Life
Tier 1 Suppliers
Extended Enterprise Integration
Customers
Partners
Opportunity provided by Internet technology in supporting the ‘Extended Enterprise’
Start by referring to the axis
On the X axis - the product life cycle from concept to disposal
On the Y axis – the extended enterprise from local department through Company to customers and partners and the Tier1/Tier2 supply chain
The initial build shows the extent of influence of traditional information systems, I.e. mainly design and manufacture, localized to functional departments and possibly some visibility within the company
The second build (green) refers to enterprise integration through dedicated networks- possible involving major partners and the customer – the scope again mainly confined to design and manufacture phases – This is typically the domain supported by traditional client-server architectures
The next build introduces the impact of the Internet – allowing the realistic prospect of large scale supplier integration and collaboration. This has long been the aim of concurrent engineering/collaborative engineering but until now the technology was not there to allow it to make it practical.
The Internet opens up the opportunities for managing the product information through life – latest three letter acronym is PLM(Product Lifecycle Management) with the emphasis on Lifecycle
PLCS scope is shown in purple, mainly in the support phase, but also extending back into design and manufacturing for the design for supportability and design of the support solution. Make reference to the fact that the x-axis scale distorts the impact of PLCS – In-service phase is typically 5-10 times longer than the design/manufacture phase. Example: B52 bomber will have a total lifecycle of 100 yrs when it is eventually withdrawn from service.
The final build shows the importance of operational feedback – providing the ability to update the as-maintained configuration and provide valuable operating experience to influence new designs.
This slide provides a greater impression of the time and opportunity to impact through life aspects.
Enterprise
Dept C A D M
In-Service D
Product Life Cycle in years

6. 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

7. 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

8. 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

9. 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

10. The other challenges Information lifecycle exceeds life of
equipment
software
people
Long term information retention
Recovery
Reuse
Preservation of knowledge
Generation to generation

11. How can standards help?
This presentation is intended as a set of slides that describe BAE SYSTEMS down to the level of entities reporting directly to a Chief Operating Officer.
Copies of this presentation will be found on both the company internet site, and on the company intranet, Connectus. On Connectus, the file can be downloaded in zip, html, or uncompressed PowerPoint.
Comments, suggestions, changes, etc. should be directed to Corporate Communications, External Relations,
Materials for inclusion can be sent by to

12. 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

13. What is industrial data?
Product Definition data
Long life span 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

14. 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

15. EXPRESS Data Definition Language
STEP for the Web
User View
User View
User View
Application Protocols
map the user view
into the STEP data
models
STEP
EXPRESS Data Definition Language
STEP
Physical
File
XML
Database
Language

16. 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

17. AP 203: Configuration Controlled Design of Mechanical Parts
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

18. AP 202: Associative Draughting

19. AP209: Composite & Metallic Analysis & Related Design
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
Ply Boundaries, Surfaces
Laminate Stacking Tables
Reinforcement Orientation
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

20. AP 210: Electronic Assembly, Interconnect and Packaging Design
Product Structure/
Part
Connectivity
Functionality
Termination
Shape 2D, 3D
Single Level Decomposition
Material Product
Characteristics
Functional
Packaged
Physical
Component Placement
Bare Board Geometry
Layout items
Layers non-planar,
conductive & non-conductive
Material product
Configuration Mgmt
Identification
Authority
Effectivity
Control
Requirement Traceability
Analytical Model
Document References
Geometry
Geometrically Bounded 2-D
Wireframe with Topology
Surfaces
Advanced BREP Solids
Constructive Solid Geometry
Requirements
Design
Allocation
Constraints
Interface
Rules
Design Control
Technology
Geometric Dimensioning and Tolerancing
Fabrication Design Rules
Product Design Rules

21. AP 214: Core Data for Automotive Mechanical Design Processes
Geometry
Solids Data
Surface Data
Wireframe
Measured Data
Presentation
Drawing
Visualization
Manufacturing
NC-Data
Process Plans
Analysis
Simulation
Technology Data
Material Data
Form Features
Tolerance Data
Surface Conditions
Specification/Configuration
Product Structure Data
Management Data

25. AP224: Process Planning Using Machining Features

26. AP 225: Building Elements Using Explicit Shape Representation
Building Element Shape
Component Structure
Explicit Shape Representation
Elementary (planar),
Analytic (simple geometry) &
Free Form (complex geometry)
Building Element Types
Structural
Service Elements
Fixtures, Equipment
Building Structure
Composition
Location of Elements
Assemblies of Elements
Building Element Properties
Simple Property
Simple Classification

27. AP227: Plant Spatial Configuration
Plant Item
Type
Connections
Functional/Physical
Definition/Occurrence
Plant Layout
Location of Plant-items
Site Description
Change Control
Shape
Explicit Shape
Brep
CSG
Plant Systems
Line Definitions
Composition
Capabilities
Component Connectivity
Functional/Analysis
Interference
Performance Requirements
Requirement Satisfaction

28. AP 239: Product Life Cycle Support (PLCS)
Change Directives
Standard
Commercial
Transactions
Feed &
Extract
Scope of STEP
today
Product Structure
Product Representations
Product Performance
Life
Cycle
Data
Shared
Data
Maintain/Dispose
Query
Support Environment
Support Performance
Failure Analysis
Task Resource Data
Maintenance Analysis
Fleet Statistics `
Support and Operational
Feedback
Derived
Disposable
Data
Respond
Use

29. 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 structures
Risks of losing interoperability
XML schema, Web services, UML representations
Interfaces to transaction standards

30. 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 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

31. Oil and Gas - ISO 15926 - Development path
Initial reference library balloted as
First 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)

32. PLIB - ISO 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 )
API for generating geometric models
Structuring for part family definitions
Supplier codes
View exchange protocols
Some shared resources with STEP

33. 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

34. Standards for industrial data
ISO STEP
ISO Oil and Gas
Model
Model
Reference data
ISO PLIB
Reference data
Reference data
Model
Library
Reference data
Parts library

35. Convergence Smaller, reusable model components
DEX, templates,…..
Common reference data, external to model
Support for XML and Web services

36. How does this fit into the bigger picture?
This presentation is intended as a set of slides that describe BAE SYSTEMS down to the level of entities reporting directly to a Chief Operating Officer.
Copies of this presentation will be found on both the company internet site, and on the company intranet, Connectus. On Connectus, the file can be downloaded in zip, html, or uncompressed PowerPoint.
Comments, suggestions, changes, etc. should be directed to Corporate Communications, External Relations,
Materials for inclusion can be sent by to

37. The eBusiness framework
Semantics - Terminology
Service assembly
Scenarios
Registry/Repostory for Discovery, Presence, Availability
Consraints
Contractual and regulatory
Security
Process models
Data
Assembly
Information content/components
Classification schemes
Component libraries
Enterprise data and metadata
Reference data
Identifiers
Process definition mechanisms
Information definition mechanisms
Service definition mechanisms
Representation options
Transport options
Networks
Guidelines
Physical representation
Rev 4 –

38. Information Product Classification Product Libraries (13584)
Cataloguing (8000)
Product Description data
Product Definition data
10303, 15926
Product Identification
Reference data
10303, 15926
Industrial terminology (22745)

39. 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 product data files
Enable automated extraction of catalog descriptions from STEP files
Current status: NWI accepted but with many comments

40. 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

41. What are the opportunities for the future?
This presentation is intended as a set of slides that describe BAE SYSTEMS down to the level of entities reporting directly to a Chief Operating Officer.
Copies of this presentation will be found on both the company internet site, and on the company intranet, Connectus. On Connectus, the file can be downloaded in zip, html, or uncompressed PowerPoint.
Comments, suggestions, changes, etc. should be directed to Corporate Communications, External Relations,
Materials for inclusion can be sent by to

42. Current exploitation
Exploiting information models to support other standards
ISO 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

43. 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

44. 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