About STEP A rough overview on ISO 10303

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

Memorandum of Understanding (Mo. U) 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 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 2

ISO Technical Committes ISO – International Organization of Standardization • TC 184 - Industrial automation systems and integration • SC 4 - Industrial Data • • WG 2 - Parts Library (PLIB = ISO 13584) WG 3 - Product Modelling( STEP APs, Oil and Gas = ISO 15926) JWG 8 - Industrial Manufacturing Management Data (ISO 15531) WG 11 - EXPRESS Language Implementation (STEP part 1 x-3 x) Methods, and Conformance Methods • WG 12 - SC 4 Common Resources (STEP part 4 x, 5 x, 1 xx, 5 xx, 1 xxx) • National representation e. g. DIN / NAM in Germany or BSI in UK 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 3

2005 -01 -31 Copyright LKSoft. Ware Gmb. H, 2005 4

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. 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 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. => Not a company standard like DOC, DXF, XLS 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 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. => The contents of HTML, Word, of PDF is not computer-interpretable 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 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. => STEP is not dealing with non-product related information (medical science, strategy, laws. . . ) but. . . ? 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 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. => File-formats • Not vendor neutral: . doc, . xls, . mpp. . . • Vendor neutral: . stp, . html, . xml (? ) 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 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. => Life cycle phases: requirment, early design, detailed design, manufacturing planing, maintenance, re-configuration, disposal. 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 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. => Building up STEP databases on the basis of STEP data models. 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 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. => Long term archiving is a major usage of STEP 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 12

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) 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 13

Example: EXPRESS from Integrated Resource: ISO 10303 -41 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 14

Example: EXPRESS from Application Protocol: ISO 10303 -214 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 15

Example: STEP Data Model in EXPRESS-G 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 16

Example: STEP-File ISO-10303 -21; HEADER; FILE_DESCRIPTION(('STEP File written by Smaragd'), '2; 1'); FILE_NAME('ec. A 4000030000_stp', '2001 -03 -27 T 17: 28: 17', (''), ('Daimler. Chrysler 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('A 4000030000', 'Traction', '', (. . . )); #90=PRODUCT('A 4000003001', 'Gear', '‚. . . )); #100=PRODUCT('A 4000002401', 'Engine', '‚. . . )); #110=PRODUCT('A 4000002101', 'Wheel', '‚. . . )); . . . 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 17

Example: STEP-XML 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 18

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) 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 19

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 • AP 203: Config Controlled 3 D Design • 2001: IS-version of • AP 210: Electronic assembly, interconnect and packaging design • AP 212: Electrotechnical design and installation • AP 214: Automotive Design • 2004. . . 2008: Modular APs • AP 239: PLCS - Product Life Cycle Support • AP 203 ed 2, AP 210 ed 2, AP 236: Furniture. . . • AP 233: System Engineering and design 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 20

ISO TC 184/SC 4 Development-Activities Methods Express, STEP-File SDAI STEP-XML Binary Data Resources Geometry, Generic – PDM Tolerances, Kinematic, Math, . . . APs 201/203. . . 202. . . 209/210/212/214. . . 239/233/240. . . Modules CAD Usage 1984 2008 -04 -13 1994 Copyright LKSoft. Ware Gmb. H 2008 PDM CAx Integration 2004 21

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) 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 22

Integrated Resources (1/2) • • • 2008 -04 -13 p 41 Fundamentals of product description and support p 44 Product structure configuration p 43 Representation structures p 42 Geometric and topological representation p 47 Shape variation tolerances p 59 Quality of product shape data p 46 Visual Presentation p 101 Draughting p 45 Materials p 49 Process structure and properties p 50 Mathematical constructs p 51 Mathematical representation Copyright LKSoft. Ware Gmb. H 2008 23

Integrated Resources (2/2) • • • p 54 Classification and set theory p 56 State p 58 Risk p 104 Finite element analysis p 107 Finite element analysis definition relationships p 105 Kinematics p 109 Kinematic and geometric constraints for assembly models p 55 Procedural and hybrid representation p 108 Parameterization and constraints for explicit geometric product models p 111 Construction History Features p 112 2 D Standard Modeling Commands for the Procedural Parametric Exchange 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 24

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')} 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 25 25

ISO 10303 APs Applikations-Protokolle (1/2) General, Mechanical 2 D, 3 D Part 201: Explicit draughting (einfache 2 D Zeichnungen) Part 202: Associative draughting (2 D-Zeichnungen mit Bezug zu 3 D-Modellen) Part 203: Configuration controlled design (3 D-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 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 26

ISO 10303 APs Applikations-Protokolle (2/2) Electrical/Electronics Part 210: Electronic assembly, interconnection, and packaging design Part 212: Electrotechnical design and installation (cable harness, energy distribution, . . . designed together with AP 214) 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 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 27

Application modules ISO 10303 -4 xx and 1 xxx (>500) 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 28

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 -3 xx Abstract Test Suite (ATS 2 xx) for AP 2 xx 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 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 29

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 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 30

The main "Information units" of the STEP Integrated Resources 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 31

Product and product_context AP 214 -example #1=APPLICATION_CONTEXT('mechanical design'); #3=PRODUCT_CONTEXT('', #1, 'mechanical'); #8=PRODUCT('A 4000030000', 'Traction', $, (#3)); 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 32

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

Identifying configurations for products AP 214 -example #8=PRODUCT('A 4000030000', 'Antrieb', $, (#3)); #11=PRODUCT_DEFINITION_FORMATION ('Alpha', '', #8); #12=PRODUCT_DEFINITION_FORMATION ('Beta', '', #8); #13=PRODUCT_DEFINITION_FORMATION _RELATIONSHIP('', 'sequence', $, #11, #12); 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 34

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. 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 35

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 … 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 36

Categorization of products AP 214 -example #8=PRODUCT('A 4000030000', 'Antrieb', $, (#3)); #21=PRODUCT_CATEGORY('detailed_part', $) ; #22=PRODUCT_RELATED_PRODUCT_CATEGORY ('part', $, (#8, #34, #108)); #23=PRODUCT_CATEGORY_RELATIONSHIP ('hierarchy', $, #21, #22); 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 37

Presenting products to the market 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 38

Differentiating different life-cycle and discipline "views" 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 39

AP 214 -example #8=PRODUCT('A 4000030000', '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('A 4000033333', 'front axes', $, (#3)); #91=PRODUCT_DEFINITION_FORMATION('1', '', #90); #92=PRODUCT_DEFINITION('', $, #91, #22); 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 40

Identifying properties and relating them to views 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 41

Collecting data for properties 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 42

Usage of the application_context_schema basis for capturing "meta-data" for a given Application Protocol 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 43

Usage of the application_context_schema AP 214 -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'); 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 44

End • www. wikistep. org • http: //www. tc 184 -sc 4. 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 2008 -04 -13 Copyright LKSoft. Ware Gmb. H 2008 45