Aerospace series - LOTAR - LOng Term Archiving and Retrieval of digital technical product documentation such as 3D CAD and PDM data - Part 120: CAD 3D explicit geometry with graphic product and manufacturing information

1.1 Introduction
This document defines the requirements for the long term digital preservation of the presentation of Product and Manufacturing Information (PMI) with their possible links to the 3D explicit shape and geometry of single CAD parts. The goal is to preserve this 3D information with respect to the geometry and related PMI produced by the original CAD system, following the principles laid down in EN 9300 003 “Fundamentals and Concepts”.
The requirements of EN 9300 110 “CAD mechanical 3D explicit geometry information” about the preservation of the 3D explicit shape shall apply within this document.
The meaning of terms "Presentation" and "Representation", defined in the EN 9300 100 “Common concepts for Long term archiving and retrieval of CAD 3D mechanical information” is required to understand this EN 9300 document.
1.2 In scope
The following outlines the total scope of this document:
- the Presentation of 3D geometrical dimension and tolerance, and 3D annotation attributes;
- their possible semantic links with 3D Geometric shape;
- User Defined Attributes: that are assigned to 3D geometric entities or at the part level.
For the purpose of this document, the semantic definition is at the level that supports associative “Cross-highlighting”, to illustrate the portion of the geometry to which a PMI element applies.
In this version, the technology used to preserve this 3D information is based on polyline and tessellated presentation. Polyline presentation is a conversion to lines and curves of all 3D annotations by the STEP interfaces of the CAD system, including validation properties.  Tessellated presentation is a conversion to tessellated curves and tessellated faces. The main use cases are the Certification and Product Liability of static information, however, re-use is also possible after the deletion of previous PMI and creation of new PMI (refer to clause 3 for definition).
1.3 Out of scope
The following is outside the scope:
- machine-interpretable PMI “Representation”;
- how to preserve additional information:
- - property rights;
- -form features;
- -machining features;
- CAD Assemblies.

Luft- und Raumfahrt - LOTAR - Langzeit-Archivierung und -Bereitstellung digitaler technischer Produktdokumentationen, wie zum Beispiel von 3D-, CAD- und PDM-Daten - Teil 120: Eindeutige 3D-CAD-Geometrie mit grafischen Produkt- und Fertigungsinformationen

Série aérospatiale - LOTAR - Archivage long terme et récupération des données techniques produits numériques, telles que CAO 3D et PDM - Partie 120 : Géométrie CAO 3D explicite avec données graphiques de produit et de fabrication

Aeronavtika - LOTAR - Dolgotrajno arhiviranje in iskanje digitalne tehnične dokumentacije o izdelkih, kot so podatki o 3D, CAD in PDM - 120. del: CAD 3D eksplicitne informacije o geometriji z grafičnim izdelkom in izdelavo

General Information

Status
Not Published
Publication Date
23-Feb-2020
Withdrawal Date
23-Aug-2020
Current Stage
4060 - Closure of enquiry - Enquiry
Start Date
25-Aug-2022
Completion Date
25-Aug-2022

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SLOVENSKI STANDARD
oSIST prEN 9300-120:2022
01-september-2022
Aeronavtika - LOTAR - Dolgotrajno arhiviranje in iskanje digitalne tehnične
dokumentacije o izdelkih, kot so podatki o 3D, CAD in PDM - 120. del: CAD 3D
eksplicitne informacije o geometriji z grafičnim izdelkom in izdelavo

Aerospace series - LOTAR - LOng Term Archiving and Retrieval of digital technical

product documentation such as 3D CAD and PDM data - Part 120: CAD 3D explicit
geometry with graphic product and manufacturing information

Luft- und Raumfahrt - LOTAR - Langzeit-Archivierung und -Bereitstellung digitaler

technischer Produktdokumentationen, wie zum Beispiel von 3D-, CAD- und PDM-Daten -

Teil 120: Eindeutige 3D-CAD-Geometrie mit grafischen Produkt- und
Fertigungsinformationen
Série aérospatiale - LOTAR - Archivage long terme et récupération des données

techniques produits numériques, telles que CAO 3D et PDM - Partie 120 : Géométrie

CAO 3D explicite avec données graphiques de produit et de fabrication
Ta slovenski standard je istoveten z: prEN 9300-120
ICS:
01.110 Tehnična dokumentacija za Technical product
izdelke documentation
35.240.30 Uporabniške rešitve IT v IT applications in information,
informatiki, dokumentiranju in documentation and
založništvu publishing
49.020 Letala in vesoljska vozila na Aircraft and space vehicles in
splošno general
oSIST prEN 9300-120:2022 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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oSIST prEN 9300-120:2022
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oSIST prEN 9300-120:2022
DRAFT
EUROPEAN STANDARD
prEN 9300-120
NORME EUROPÉENNE
EUROPÄISCHE NORM
June 2022
ICS 01.110
English Version
Aerospace series - LOTAR - LOng Term Archiving and
Retrieval of digital technical product documentation such
as 3D CAD and PDM data - Part 120: CAD 3D explicit
geometry with graphic product and manufacturing
information

Série aérospatiale - LOTAR - Archivage long terme et Luft- und Raumfahrt - LOTAR - Langzeit-Archivierung

récupération des données techniques produits und -Bereitstellung digitaler technischer

numériques, telles que CAO 3D et PDM - Partie 120 : Produktdokumentationen, wie zum Beispiel von 3D-,

Géométrie CAO 3D explicite avec données graphiques CAD- und PDM-Daten - Teil 120: Eindeutige 3D-CAD-

de produit et de fabrication Geometrie mit grafischen Produkt- und
Fertigungsinformationen

This draft European Standard is submitted to CEN members for enquiry. It has been drawn up by the Technical Committee ASD-

STAN.

If this draft becomes a European Standard, CEN members are bound to comply with the CEN/CENELEC Internal Regulations

which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.

This draft European Standard was established by CEN in three official versions (English, French, German). A version in any other

language made by translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC

Management Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,

Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and

United Kingdom.

Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are

aware and to provide supporting documentation.

Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without

notice and shall not be referred to as a European Standard.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2022 CEN All rights of exploitation in any form and by any means reserved Ref. No. prEN 9300-120:2022 E

worldwide for CEN national Members.
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Contents Page

European foreword ....................................................................................................................................................... 3

1 Scope .................................................................................................................................................................... 4

1.1 Introduction ...................................................................................................................................................... 4

1.2 In scope ............................................................................................................................................................... 4

1.3 Out of scope ....................................................................................................................................................... 4

2 Normative references .................................................................................................................................... 5

3 Terms, definitions and abbreviations ..................................................................................................... 5

4 Applicability ................................................................................................................................................... 12

5 Business specifications for the long term archiving and retrieval of CAD PMI ..................... 13

5.1 Introduction ................................................................................................................................................... 13

5.2 Description of use cases for retrieval of 3D PMI entities ............................................................... 14

6 Essential Information of Product and Manufacturing Information (PMI) .............................. 15

6.1 Introduction ................................................................................................................................................... 15

6.2 Dimensional tolerancing ........................................................................................................................... 15

6.3 Geometric tolerances .................................................................................................................................. 16

6.4 Other PMI related data (non-exhaustive) ........................................................................................... 17

6.5 User Defined Attributes associated to CAD 3D Geometry ............................................................. 17

6.6 Saved view ...................................................................................................................................................... 18

6.7 Associativity between the shape and PMI ........................................................................................... 18

7 Definition of Core Model for Product and Manufacturing Information (PMI) ....................... 18

8 Verification rules for Product and Manufacturing Information ................................................. 20

8.1 Introduction ................................................................................................................................................... 20

8.2 Level of Verification .................................................................................................................................... 20

9 Validation rules of Product and Manufacturing Information ...................................................... 20

9.1 Introduction ................................................................................................................................................... 20

9.1.1 General ............................................................................................................................................................. 20

9.1.2 Unicode String Validation Properties per PMI entity ..................................................................... 21

9.1.3 Application of Unicode String Validation Properties ...................................................................... 21

9.2 Levels of Validation ..................................................................................................................................... 21

9.3 Comparison of the PMI Validation Properties (PMIVP) ................................................................. 23

9.4 Results of the Validation ............................................................................................................................ 23

9.4.1 At the ingest process (qualify) ................................................................................................................. 23

9.4.2 At the retrieval process (comparison) ................................................................................................. 23

9.4.3 Status information ....................................................................................................................................... 24

9.4.4 Validation reports ........................................................................................................................................ 24

Bibliography ................................................................................................................................................................. 25

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European foreword

This document (FprEN 9300-120:2022) has been prepared by the Aerospace and Defence Industries

Association of Europe - Standardization (ASD-STAN).
This document is currently submitted to the Formal Vote.

After enquiries and votes carried out in accordance with the rules of this Association, this Standard has

received the approval of the National Associations and the Official Services of the member countries of

ASD-STAN, prior to its presentation to CEN.

This European standard was prepared jointly by AIA, ASD-STAN, PDES, Inc., and the prostep ivip

Association. The prostep ivip Association is an international non-profit association in Europe. For

establishing leadership in IT-based engineering it offers a moderated platform to its nearly 200

members from leading industries, system vendors and research institutions. Its product and process

data standardization activities at European and worldwide levels are well known and accepted. The

prostep ivip Association sees this standard and the related parts as a milestone of product data

technology.

PDES, Inc. is an international non-profit association in USA. The mission of PDES, Inc. is to accelerate the

development and implementation of ISO 10303, enabling enterprise integration and PLM

interoperability for member companies. PDES, Inc. gathers members from leading manufacturers,

national government agencies, PLM vendors and research organizations. PDES, Inc. supports this

standard as an industry resource to sustain the interoperability of digital product information, ensuring

and maintaining authentic longevity throughout their product lifecycle.

Readers of this standard should note that all standards undergo periodic revisions and that any

reference made herein to any other standard implies its latest edition, unless otherwise stated. The

Standards will be published under two different standards organizations using different prefixes. ASD-

STAN will publish the standard under the number EN 9300–xxx. AIA will publish the standard under

the number NAS9300–xxx. The content in the EN 9300 and NAS9300 documents will be the same. The

differences will be noted in the reference documentation (i.e. for EN 9300 Geometric Dimensioning and

Tolerancing will be referenced in ISO 1101 and ISO 16792, and for NAS9300 the same information will

be referenced in ASME Y14.5 and Y 14.41). The document formatting etc., will follow that of the

respective editorial rules of ASD-STAN and AIA.
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FprEN 9300-120:2022 (E)
1 Scope
1.1 Introduction

This document defines the requirements for the long term digital preservation of the presentation of

Product and Manufacturing Information (PMI) with their possible links to the 3D explicit shape and

geometry of single CAD parts. The goal is to preserve this 3D information with respect to the geometry

and related PMI produced by the original CAD system, following the principles laid down in

EN 9300-003 “Fundamentals and Concepts”.

The requirements of EN 9300-110 “CAD mechanical 3D explicit geometry information” about the

preservation of the 3D explicit shape shall apply within this document.

The meaning of terms “Presentation” and “Representation”, defined in the EN 9300-100 “Common

concepts for Long term archiving and retrieval of CAD 3D mechanical information” is required to

understand this EN 9300 document.
1.2 In scope
The following outlines the total scope of this document:

— the Presentation of 3D geometrical dimension and tolerance, and 3D annotation attributes;

— their possible semantic links with 3D Geometric shape;

— User Defined Attributes: that are assigned to 3D geometric entities or at the part level.

For the purpose of this document, the semantic definition is at the level that supports associative

“Cross-highlighting”, to illustrate the portion of the geometry to which a PMI element applies.

In this version, the technology used to preserve this 3D information is based on polyline and tessellated

presentation. Polyline presentation is a conversion to lines and curves of all 3D annotations by the STEP

interfaces of the CAD system, including validation properties. Tessellated presentation is a conversion

to tessellated curves and tessellated faces. The main use cases are the Certification and Product Liability

of static information, however, re-use is also possible after the deletion of previous PMI and creation of

new PMI (refer to Clause 3 for definition).
1.3 Out of scope
The following is outside the scope:
— machine-interpretable PMI “Representation”;
— how to preserve additional information:
— property rights;
— form features;
— machining features;
— CAD Assemblies.
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2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

EN 9300 (all parts), Aerospace series — LOTAR — LOng Term Archiving and Retrieval of digital technical

product documentation such as 3D, CAD and PDM data
3 Terms, definitions and abbreviations

For the purposes of this document, the terms, definitions and abbreviations given in EN 9300-007

“Terms and References”, EN 9300-100 and the following apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https://www.iso.org/obp
— IEC Electropedia: available at http://www.electropedia.org/
NOTE The following diagram illustrates the terms introduced in this document:
Figure 1 — Hierarchy of PMI Terms
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3.1
Product and Manufacturing Information (PMI)

Product and Manufacturing Information (PMI) is used in 3D Computer-aided Design (CAD) systems to

convey information about the definition of a product’s components for manufacturing, inspection and

sustainment, which supplements the geometric shape of the product. This includes, but is not limited to,

data such as dimensions, tolerances, surface finish, weld symbols, material specifications, 3D

annotations and user defined attributes. The term PMI, used by itself, relates to a certain information

content within a product definition; i. e. it indicates what information is being stored, independent from

how it is being stored

Note 1 to entry: Though PMI is generally accepted to be the generic designation, the term Geometric

Dimensioning and Tolerancing (GD&T) is the main type of PMI that is currently in focus. Other synonymously

used terms are: General Tolerances and Annotations, Annotation, Smart Dimensions, Functional Tolerancing and

Annotation (FT&A) or Geometric Product Specification (GPS). Some of these are specific to a particular CAD

system. Industry standards for defining PMI include standards such as ASME Y14.5, ASME Y14.41 and ISO 1101,

ISO 16792 respectively.
3.2
Geometric Dimensioning and Tolerancing (GD&T)

Geometric Dimensioning and Tolerancing (GD&T) is a type of Product and Manufacturing Information

(PMI) that can be either computed automatically by a CAD system, or entered manually by the user. The

definitions below are additions to the terms mentioned in EN 9300-100 “Common concepts for Long

term archiving and retrieval of CAD 3D mechanical information”
Note 1 to entry:

— Explicit Tolerance: Any tolerance with a stated numeric value, regardless of how or where it is applied.

Explicit tolerances can be applied through general notes, flag notes, and PMI or tolerance dimensions. This has to

be attributable to a specific feature, feature set and/or datum reference (e.g. position, orientation). Standard ± .03

notes may be explicit, depending on their use.

— Implicit Tolerance: Any tolerance where there is no stated value and acceptability of the feature is

defined by engineering to be through visual comparison to the appearance shown in the CAD model.

Standard ± .03 notes may also be implicit, depending on their use.

— Explicit Dimension: The required nominal value is stated in the CAD model so that it can be obtained

without interrogation.

— Implicit Dimension: The nominal value can only be obtained by interrogation (i.e. feature to feature

measuring) of the CAD model.
3.3
semantic representation

semantic representation designates a certain way how information is being stored; it does not relate to

the information content itself. Semantic Representation captures the meaning (intent) and relationships

(context) of a character, word, phrase, sentence, paragraph, specification, or symbol without using any

of the visual characters or constructs that are needed for a human to understand it – such as the letters,

graphical symbols, lines and arrows used on engineering drawings

Note 1 to entry: The main purpose of Semantic Representation is to facilitate automated consumption of the

data, e.g. for later re-use or for downstream applications. It applies to various types of data, such as PMI,

Composite Material Definition, and others.
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EXAMPLE The Semantic Representation of a Linear Dimension includes all of the information needed to

understand the specification (the type of dimension, between which features it is defined…), without any of the

graphic components such as dimension lines and extension lines, their direction, arrowheads and the dimension

value.

Note 2 to entry: It should be noted that semantic representation is out of scope for this document. It is included

as a reference.
3.4
presentation

presentation designates a certain way how information is being stored; it does not relate to the

information content itself. Presentation defines the visual representation of a character, word, phrase,

sentence, paragraph, specification, or symbol in a way that is understandable by humans. Presentation

is a generic term that applies to any form of human-readable information transfer; this can for instance

be a handwritten note, an engineering drawing, or the display of a 3D CAD model on a computer screen

Note 1 to entry: The main purpose of Presentation is to facilitate human comprehension of the data, e.g. to

manufacture, inspect, assemble or maintain the product described by the data. For a correct interpretation of the

presented data, it is required that the reader is familiar with the alphabet used and the general type of information

being presented.

Note 2 to entry: In the context of 3D CAD, the term Presentation relates to elements that are visible in the

display of a 3D model and are either located (positioned) in 3D space, i.e. they rotate and move with the model, or

in a fixed 2D plane. Elements of Presentation can typically by styled (e.g. coloured), organized (e.g. in specific

views), and associated with other elements of the model. Presented types of data typically are geometry (3D

shapes, surfaces, curves, points) and characters (letters, numbers, and symbols).

3.4.1
character-based presentation

character-based Presentation is a type of Presentation where the conveyed information is stored as

characters (letters, numbers, and symbols). These characters are typically stored in a string variable

that can be retrieved and edited in a consuming application. The appearance of Character-based

Presentation depends on the font being used and may change if the originating system and the

consuming application use different fonts. To ensure no characters are lost from creation to

consumption, the alphabet (character encoding) used must be defined as well

EXAMPLE In ASCII, the letter ‘A’ is stored as character code ‘0x41’ (hexadecimal).

Note 1 to entry: Character-based Presentation is often supplemented by geometric elements, such as leader

lines, curves or terminator symbols.
3.4.2
graphic presentation

graphic presentation is a type of Presentation where the conveyed information is converted to

geometric elements (lines, arcs, surfaces) by the source system in a way that preserves the exact

appearance (color, shape, positioning) of the presented information. The arrangement of these

geometric elements can be interpreted by a competent human by looking at them, while the

information content is no longer directly computer-accessible

EXAMPLE A simple graphic presentation of the letter ‘A’ is given by three straight lines. A more complex

graphic presentation could have ten straight lines and six circular arcs, but would still be recognizable as an ‘A’ to

a human familiar with the Latin alphabet. In both cases, a computer can only access the geometric definition of the

individual elements (start and end coordinates for each line), but not the fact that it is the letter ‘A’ that is being

presented.
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Note 1 to entry: Graphic Presentation does not require defining the font or alphabet (character encoding)

originally used in the creation of the presented data. In the way Graphic Presentation data are stored, there is

typically no distinction between geometric elements that are visual representations of characters, and geometric

elements that are visual representations of other constructs, such as leader lines, curves or terminator symbols

Note 2 to entry: An indirect way of accessing the information content stored as Graphic Presentation is the

application of character recognition software that will attempt to identify the original characters from the

geometric elements that make up their visual representation. Character recognition, however, has its limitations

depending on the algorithms used, the fonts and alphabet involved, and the granularity of the Graphic

Presentation geometry elements. Its results cannot be used with the same level of reliability as Character-based

Presentation.
3.4.3
polyline presentation

polyline presentation designates a specific implementation form of Graphic Presentation that is

supported by many STEP Application Protocols, including AP203e2 (ISO 10303-203:2011), AP214e3

(ISO 10303-214:2010) and AP242 (ISO 10303-242:2014). It supports all the characteristics of Graphic

Presentation. A Polyline is defined as an ordered list of 3D points, which are consecutively connected by

straight line segments. Circles and circular arcs are the only other allowed geometric elements, and can

be used in combination with Polylines. Filled areas can be defined with the aforementioned elements as

boundaries
3.4.4
tessellated presentation

tessellated presentation designates a specific implementation form of Graphic Presentation that is has

been introduced during the development of STEP AP242 (ISO 10303-242:2014). It supports all the

characteristics of Graphic Presentation. It is based on data model for tessellated geometry and provides

more efficient ways of storing the data, compared to Polyline Presentation. It supports curves

(composed of straight line segments) and surfaces (composed of triangles)

Note 1 to entry: This document defines long term archival and retrieval of 3D PMI using polyline and tessellated

presentation.
3.5
saved view

allows user to store and retrieve specific orientation and a magnification factors of a model (ref.

ASME Y14.41:2012 and ISO 16792:2006)
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Figure 2 — Illustration of the creation of views from the 3D definition
3.6
cross-highlight

this is functionality in a CAD Viewer or a CAD system based on the associativity between 3D PMI and

the related shape, which allow highlighting of all related shape entities after selection of the 3D

annotations or all the related 3D annotations after selection of a geometrical entity

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Figure 3 — Illustration of the cross-highlight according selection
3.7
polyline presentation of PMI

the entity polyline is a line created by a series of short straight-line or arc segments which are defined

by a list of Cartesian points as defined in ISO 10303-42 and used in STEP AP203 E2 / AP214 E3 / AP242

standards

Note 1 to entry: Using this type of entity, each PMI feature and 3D annotation can be exported as a

geometric_curve_set of polylines, circles and trimmed_curves where the basis curve is a circle (circular arcs).

Polylines are defined by a list of cartesian_points.

Note 2 to entry: The styling of annotation is fully preserved with polyline presentation with its graphic

characteristics (colour, line type and width) and optional attributes (type of annotation, layer).

Note 3 to entry: The figures below show an illustration of 3D annotations in the native CAD system (Figure 4)

and annotations after STEP export and import (Figure 5).
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Figure 4 — Illustration prior to the conversion of PMI as polyline presentation (Native CAD)

Figure 5 — Illustration of the conversion of PMI as polyline presentation (STEP export and

import)
3.8
tessellated presentation of PMI:

tessellated presentation designates a specific implementation form of Graphic Presentation that has

been introduced in STEP AP242 (ISO 10303-242:2014). It is based on the data model for tessellated

geometry and provides more efficient ways of storing the data compared to Polyline Presentation. It

supports curves (composed of straight line segments) and surfaces (composed of triangles)

Note 1 to entry: Using this type of graphical presentation, each PMI feature and 3D annotation can be exported

as a tessellated_geometric_set of tessellated surfaces and tessellated curves.

Note 2 to entry: The styling of annotation is fully preserved with tessellated presentation with its graphic

characteristics (colour, line type and width) and optional attributes (type of annotation, layer).

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Note 3 to entry: The figures below show an illustration of 3D annotations in the native CAD system (Figure 6)

and annotations after STEP export and import (Figure 7).

Figure 6 — Illustration prior to the conversion of PMI as tessellated presentation (Native CAD)

Figure 7 — Illustration of the conversion of PMI as tessellated presentation (STEP export and

import)
3.9
PMI validation properties

the term used for the validation properties for the explicit geometry is “Geometric Validation

Properties” (GVP). The name chosen in the context of this document for Product and Manufacturing

Information is “PMI validation properties” (PMIVP)
4 Applicability
Refer to applicability of EN 9300-001 ”Structure”.
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5 Business specifications for the long term archiving and retrieval of CAD PMI
5.1 Introduction

General specifications for long term archiving of CAD mechanical design information are described in

EN 9300-100 “Fundamental and concepts for Long Term Archiving of CAD 3D mechanical information”.

This document can be applied to PMI entities across other domains (i.e. composites, electrical).

According to EN 9300-100:2018, 5.1, there are different generations of CAD systems and associated

methods of design:
— The first generat
...

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