Aerospace series - LOTAR - Long Term Archiving and Retrieval of digital technical product documentation such as 3D, CAD and PDM data - Part 100: Common concepts for Long term archiving and retrieval of CAD 3D mechanical information

1.1   Introduction
This European Standard defines common fundamental concepts for Long Term Archiving and Retrieval of CAD mechanical information for elementary parts and assemblies. It details the "fundamentals and concepts" of EN 9300-003 in the specific context of Long Term Archiving of CAD mechanical models.
CAD mechanical information is divided into assembly structure and geometrical information, both including explicit and implicit geometrical representation, Geometric Dimensioning and Tolerancing with Form Features.
The EN 9300-1XX family is organized as a sequence of parts, each building on the previous in a consistent way, each adding a level of complexity in the CAD data model. This includes the detailing of relationships between the essential information for the different types of CAD information covered by the EN 9300-1XX family.
As technology matures additional parts will be released in order to support new requirements within the aerospace community.
1.2   In scope
The present part describes:
-   the fundamentals and concepts for Long Term Archiving and Retrieval of CAD 3D mechanical information;
-   the document structure of the EN 9300-1XX family, and the links between all these parts;
-   the qualification methods for long term preservation of archived CAD mechanical information; more specially, principles for the CAD validation properties and for verification of the quality of the CAD archived file;
-   specifications for the preservation planning of archived CAD information;
-   specific functions for administration and monitoring of CAD archived mechanical models;
-   the definition of Archive Information Packages for CAD data.
1.3   Out of Scope
The following are out of scope for this part:
-   Long Term Archiving of CAD 2D drawings;
-   other CAD business disciplines, such as piping, tubing, electrical harnesses, composite, sheet metal design, kinematics.
This version does not include:
-   fundamental and concepts for parts EN 9300-120 version 2, EN 9300-125, 1 EN 9300-130.

Luft- und Raumfahrt - LOTAR - Langzeit-Archivierung und -Bereitstellung digitaler technischer Produktdokumentationen, wie zum Beispiel von 3D-, CAD- und PDM-Daten - Teil 100: Allgemeine Konzepte für die Langzeitarchivierung und -Bereitstellung von 3D-CAD-Mechanik-Informationen

1.1   Einleitung
Diese Europäische Norm definiert gemeinsame grundlegende Konzepte für die Langzeit-Archivierung und
-Bereitstellung von CAD Mechanik Informationen für Einzelteile und Baugruppen. Sie beschreibt die "Grund¬lagen und Konzepte" von EN 9300 003 im spezifischen Kontext der Langzeitarchivierung von CAD Mecha¬nik Modellen.
CAD Mechanik Informationen werden in Baugruppenstruktur und geometrische Informationen unterteilt; beide Kategorien enthalten explizite und implizite geometrische Darstellung, geometrische Dimensionie¬rung und Tolerierung mit Formmerkmalen.
Die Normenfamilie EN 9300 1XX ist organisiert als eine Folge von Teilen, die jeweils auf konsistente Weise auf dem vorhergehenden Teil aufbauen, sodass durch jeden Teil eine weitere Ebene der Komplexität im CAD Datenmodell hinzugefügt wird. Dazu gehört die detaillierte Beschreibung von Beziehungen zwischen den essentiellen Informationen für die verschiedenen Arten von CAD Informationen, die von der Normen¬familie EN 9300 1XX abgedeckt werden.
Mit sich weiter entwickelnder Technologie werden in Zukunft weitere Teile herausgegeben, um neue Anfor¬derungen in der Luft  und Raumfahrtindustrie zu berücksichtigen.
1.2   Vom Anwendungsbereich abgedeckt
Der vorliegende Teil beschreibt
-   die Grundlagen und Konzepte für die Langzeit-Archivierung und -Bereitstellung von 3D CAD Mechanik-Informationen;
-   die Dokumentenstruktur der Normenfamilie EN 9300 1XX und die Verbindungen zwischen all diesen Teilen;
-   die Qualifikationsverfahren für die Langzeitarchivierung von archivierten CAD-Mechanik-Informatio-nen; genauer: Prinzipien für CAD Validierungseigenschaften und für die Verifizierung der Qualität einer archivierten CAD Datei;
-   Spezifikationen für die Planung der Langzeitarchivierung archivierter CAD Informationen;
-   spezifische Funktionen zur Administration und Überwachung archivierter CAD Mechanik Modelle;
-   die Definition von Archivinformationspaketen für CAD Daten.
1.3   Nicht vom Anwendungsbereich abgedeckt
Die folgenden Felder sind nicht vom Anwendungsbereich dieses Teils abgedeckt:
-   Langzeitarchivierung von 2D CAD Zeichnungen;
-   andere CAD Geschäftsfelder, wie z. B. Rohrleitungen, Rohre, Leitungsbündel, Verbundwerkstoffe, Blech¬konstruktion, Kinematik.
Diese Fassung beinhaltet nicht
-   Grundlagen und Konzepte für die Teile EN 9300 120 Fassung 2, EN 9300 125, 1 EN 9300 130.

Série aérospatiale - LOTAR - Archivage long terme et récupération des données techniques produits numériques, telles que 3D, CAO et PDM - Partie 100 : Concepts communs pour l'archivage long terme et la récupération des données de CAO mécanique 3D

Aeronavtika - LOTAR - Dolgotrajno arhiviranje in iskanje digitalne tehnične dokumentacije o izdelkih, kot so podatki o 3D, CAD in PDM - 100. del: Splošni pojmi za dolgoročno arhiviranje in pridobivanje CAD 3D mehanskih informacij

Ta evropski standard določa splošne pojme za dolgoročno arhiviranje in pridobivanje CAD mehanskih informacij za osnovne dele in sklope. Podrobno opredeljuje »osnove in pojme« iz standarda EN 9300-003 v posebnem okviru dolgoročnega arhiviranja in pridobivanja CAD mehanskih modelov.
CAD mehanske informacije so razdeljene v strukturne in geometrijske informacije o sklopu, pri čemer obe vrsti zajemata eksplicitne in implicitne geometrijske predstavitve, geometrijsko dimenzioniranje in toleriranje z oblikovnimi lastnostmi.
Skupina standardov EN 9300-1XX je organizirana kot zaporedje delov, pri čemer vsak na dosleden način izhaja iz prejšnjega in dodaja raven kompleksnosti v podatkovni model CAD. To vključuje podrobno opredelitev razmerij med osnovnimi informacijami za različne vrste informacij CAD, ki jih zajema skupina standardov EN 9300-1XX.
Z razvojem tehnologije bodo objavljeni dodatni deli za podporo novih zahtev v vesoljski skupnosti.
Trenutni del opisuje:
– osnove ter pojme za dolgoročno arhiviranje in pridobivanje CAD 3D mehanskih informacij;
– strukturo dokumenta skupne standardov EN 9300-1XX in povezave med vsemi temi deli;
– metode kvalifikacije za dolgoročno shranjevanje arhiviranih CAD mehanskih informacij oz. bolj natančno načela za lastnosti validacije CAD in preverjanje kakovosti arhivirane datoteke CAD;
– specifikacije za načrtovanje shranjevanja arhiviranih informacij CAD;
– posebne funkcije za upravljanje in nadzor CAD arhiviranih mehanskih modelov;
– definicijo paketov arhivskih informacij za podatke CAD.

General Information

Status
Published
Publication Date
10-Jul-2018
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Due Date
11-Jul-2018
Completion Date
11-Jul-2018

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SLOVENSKI STANDARD
SIST EN 9300-100:2018
01-oktober-2018
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Aerospace series - LOTAR - Long Term Archiving and Retrieval of digital technical

product documentation such as 3D, CAD and PDM data - Part 100: Common concepts
for Long term archiving and retrieval of CAD 3D mechanical information

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

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

Teil 100: Allgemeine Konzepte für die Langzeitarchivierung und -Bereitstellung von 3D-

CAD-Mechanik-Informationen
Série aérospatiale - LOTAR - Archivage Long Terme et récupération des données
techniques produits numériques, telles que CAD 3D et PDM - Partie 100 : Concepts
communs pour l'archivage long terme et la récupération des données CAD 3D
méchanique
Ta slovenski standard je istoveten z: EN 9300-100:2018
ICS:
49.020 Letala in vesoljska vozila na Aircraft and space vehicles in
splošno general
SIST EN 9300-100:2018 en,fr,de

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

---------------------- Page: 1 ----------------------
SIST EN 9300-100:2018
---------------------- Page: 2 ----------------------
SIST EN 9300-100:2018
EN 9300-100
EUROPEAN STANDARD
NORME EUROPÉENNE
July 2018
EUROPÄISCHE NORM
ICS 01.110; 35.240.10; 35.240.30; 49.020
English Version
Aerospace series - LOTAR - Long Term Archiving and
Retrieval of digital technical product documentation such
as 3D, CAD and PDM data - Part 100: Common concepts for
Long term archiving and retrieval of CAD 3D mechanical
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 CAD 3D et PDM - Partie 100 : Produktdokumentationen, wie zum Beispiel von 3D-,

Concepts communs pour l'archivage long terme et la CAD- und PDM-Daten - Teil 100: Allgemeine Konzepte

récupération des données CAD 3D méchanique für die Langzeitarchivierung und -Bereitstellung von

3D-CAD-Mechanik-Informationen
This European Standard was approved by CEN on 15 October 2017.

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. Up-to-date lists and bibliographical references

concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN

member.

This European Standard exists 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, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,

Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,

Turkey and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2018 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 9300-100:2018 E

worldwide for CEN national Members.
---------------------- Page: 3 ----------------------
SIST EN 9300-100:2018
EN 9300-100:2018 (E)
Contents Page

European foreword ....................................................................................................................................................... 4

Foreword .......................................................................................................................................................................... 5

1 Scope .................................................................................................................................................................... 6

2 Normative references .................................................................................................................................... 7

3 Terms, definitions and abbreviations ..................................................................................................... 7

4 Applicability ................................................................................................................................................... 10

5 Fundamentals and concepts for Long Term Archiving of CAD 3D mechanical

information .................................................................................................................................................... 10

6 Document structure of EN 9300-1XX family ...................................................................................... 18

7 Qualification methods for long term preservation of archived CAD information ................ 20

8 Preservation planning of archived CAD information ...................................................................... 23

9 Administration and monitoring .............................................................................................................. 25

10 Definition of Archive Information Packages for CAD data ............................................................ 26

Annex A (informative) The Evolution of CAD Systems ................................................................................... 33

Annex B (informative) Overview of the main types of CAD 3D mechanical information .................. 34

Annex C (informative) Overview of CAD mechanical assembly structure information ..................... 37

Annex D (informative) Template for the table of contents of a part of the family EN 9300-1xx .... 40

Annex E (informative) Considerations for long term preservation of CAD 3D information ............ 42

Annex F (informative) Definition of a representative sample of test cases ........................................... 51

Annex G (informative) Example of performance indicators used to manage longevity of CAD

archived information .................................................................................................................................. 54

Annex H (informative) Overview of maturity of the main components for long term

archiving of CAD mechanical information .......................................................................................... 57

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SIST EN 9300-100:2018
EN 9300-100:2018 (E)
Figures Page

Figure 1 — 3D annotation ...........................................................................................................................................9

Figure 2 — Illustration of the major generations of CAD systems ............................................................ 10

Figure 3 — Type of CAD essential information to archive, depending on the CAD methods

used .................................................................................................................................................................... 12

Figure 4 — Links between Use Cases, essential information and EN 9300 1xx parts ........................ 13

Figure 5 — Different levels of commonality of business requirements and use cases...................... 14

Figure 6 — Long term preservation of CAD and risk management .......................................................... 16

Figure 7 — Migration strategies ............................................................................................................................ 17

Figure 8 — Detail level of EN 9300 part related to description of fundamentals & concept ........... 19

Figure 9 — Relationship / linking between the EN 9300-1xx Family ...................................................... 20

Figure 10 — Mapping of OAIS information package objects onto EN 9300 ........................................... 27

Figure 11 — Main files of the PDI with the associated 3D model shape ................................................. 30

Figure A.1 — Illustration of generations of CAD systems for mechanical design ................................ 33

Figure B.1 — Definition of a 3D explicit shape representation .................................................................. 34

Figure C.1 — 3D CAD assembly structure ........................................................................................................... 37

Figure C.2 — Example for a nested CAD assembly .......................................................................................... 37

Figure C.3 — CAD assembly using coordinate placement ............................................................................ 38

Figure C.4 — CAD assembly using mating conditions .................................................................................... 38

Figure C.5 — Explicit 3D CAD assembly structure information which includes GD&T ..................... 38

Figure C.6 — Use cases of CAD assembly archiving ........................................................................................ 39

Figure E.1 — Tolerance distance for points ...................................................................................................... 43

Figure E.2 — Engineering tolerance vs. CAD kernel tolerance ................................................................... 44

Figure E.4 — View of different levels of information in 3D CAD design .................................................. 46

Figure E.5 — Failure to preserve shape following a new CAD system release ..................................... 47

Figure E.6 — Representation change due to change of CAD system release ......................................... 47

Figure E.7 — CAD archived model as the master model for the released design ................................ 48

Figure E.8 — Main types of use cases of CAD models (STEP archived and native) after

release .............................................................................................................................................................. 49

Figure G.1 — Example of performance indicators used for the Ingestion process ............................. 55

Figure G.2 — Example of performance indicators used for the Retrieval process ............................. 56

Figure H.1 — Current level of maturity of components for the main types of CAD mechanical

information ..................................................................................................................................................... 58

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SIST EN 9300-100:2018
EN 9300-100:2018 (E)
European foreword

This document (EN 9300-100:2018) has been prepared by the Aerospace and Defence Industries

Association of Europe - Standardization (ASD-STAN).

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, prior to its presentation to CEN.

This European Standard shall be given the status of a national standard, either by publication of an

identical text or by endorsement, at the latest by January 2019, and conflicting national standards shall

be withdrawn at the latest by January 2019.

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. CEN shall not be held responsible for identifying any or all such patent rights.

According to the CEN-CENELEC Internal Regulations, the national standards organizations of the

following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,

Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia,

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

Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,

Turkey and the United Kingdom.
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SIST EN 9300-100:2018
EN 9300-100:2018 (E)
Foreword

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

European 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 European 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 NAS 9300–xxx. The content in the EN 9300 and NAS 9300 documents will be the

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

Dimensioning & Tolerancing will be referenced in ISO 1101 and ISO 16792, and for NAS 9300 the same

information will be referenced in ASME Y14.5M and Y 14.41). The document formatting etc, will follow

that of the respective editorial rules of ASD-Stan and AIA.
---------------------- Page: 7 ----------------------
SIST EN 9300-100:2018
EN 9300-100:2018 (E)
1 Scope
1.1 Introduction

This European Standard defines common fundamental concepts for Long Term Archiving and Retrieval

of CAD mechanical information for elementary parts and assemblies. It details the “fundamentals and

concepts” of EN 9300-003 in the specific context of Long Term Archiving of CAD mechanical models.

CAD mechanical information is divided into assembly structure and geometrical information, both

including explicit and implicit geometrical representation, Geometric Dimensioning and Tolerancing

with Form Features.

The EN 9300-1XX family is organized as a sequence of parts, each building on the previous in a

consistent way, each adding a level of complexity in the CAD data model. This includes the detailing of

relationships between the essential information for the different types of CAD information covered by the

EN 9300-1XX family.

As technology matures additional parts will be released in order to support new requirements within

the aerospace community.
1.2 In scope
The present part describes:

— the fundamentals and concepts for Long Term Archiving and Retrieval of CAD 3D mechanical

information;

— the document structure of the EN 9300-1XX family, and the links between all these parts;

— the qualification methods for long term preservation of archived CAD mechanical information;

more specially, principles for the CAD validation properties and for verification of the quality of the

CAD archived file;
— specifications for the preservation planning of archived CAD information;

— specific functions for administration and monitoring of CAD archived mechanical models;

— the definition of Archive Information Packages for CAD data.
1.3 Out of Scope
The following are out of scope for this part:
— Long Term Archiving of CAD 2D drawings;

— other CAD business disciplines, such as piping, tubing, electrical harnesses, composite, sheet metal

design, kinematics.
This version does not include:

— fundamental and concepts for parts EN 9300-120 version 2, EN 9300-125, 1 EN 9300-130.

---------------------- Page: 8 ----------------------
SIST EN 9300-100:2018
EN 9300-100:2018 (E)
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

ISO 10303-203:2011, Industrial automation systems and integration — Product data representation and

exchange — Part 203: Application protocol: Configuration controlled 3D design of mechanical parts and

assemblies

ISO 10303-214:2010, Industrial automation systems and integration — Product data representation and

exchange — Part 214: Application protocol: Core data for automotive mechanical design processes

ISO 10303-239:2005, Industrial automation systems and integration — Product data representation and

exchange — Part 239: Application protocol: Product life cycle support

ISO 16792:2006, Technical product documentation — Digital product definition data practices

ISO 1101:2004, Geometrical product specifications (GPS) — Geometrical tolerancing — Tolerances of

form, orientation, location and run-out
3 Terms, definitions and abbreviations

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

the following apply.
In addition EN 9300-100 offers further definitions of common terms as following.

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

• IEC Electropedia: available at http://www.electropedia.org/
• ISO Online browsing platform: available at http://www.iso.org/obp
3.1
CAD 3D mechanical

3D Mechanic CAD covers the definition of the physical shape of a component, the positioning of

components within an assembly, and the information about shape - such as tolerances or surface finish -

which constrains the results of a manufacturing process, but does not specify the process itself. It may

include a record of the geometrical operations, such as trimming a surface, which allow the shape to be

subsequently edited, but excludes parametric design, in which shapes are generated using specific

knowledge embedded in the CAD software
3.2
CAD 3D geometry

the representation of the geometric aspects of the part or assembly, using concepts such as point, line,

cube, etc.
Note 1 to entry: For more information: see Annex B.
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SIST EN 9300-100:2018
EN 9300-100:2018 (E)
3.3
CAD 3D topology

although some classes of CAD modeller explicitly represent volumes (e.g. Constructive Solid Geometry),

many represent volumes indirectly by representing only their surfaces or, in the case of wire frame

modellers, only the edges. CAD 3D topology covers the system of relationships needed to interpret a

collection of lower dimensional geometric elements as a 3D volume
Note 1 to entry: For more information: see Annex B.
3.4
“explicit” representation of a CAD model

in the context of engineering and 3D geometrical the term 'explicit representation' refers to the

mathematical representation of the final result of the CAD model., From the designer's point of view, it

corresponds to the 3D shape (points, curves, surfaces, solids), together with Geometric Dimensions and

Tolerancing

Note 1 to entry: Explicit 3D shape may be associated with non-geometric data including design management

meta-data such as layer, colour or group or user defined properties. These non-geometric data are optional, and

are added by users and checked and validated by specific tools.
3.5
“implicit” representation of a CAD model

CAD model uses an implicit representation if its geometrical representation is based on a

parameterization (e.g. 2D parametric sketches, 3D parametric features such as extrusions of 2D

sketches, holes, pockets), together with a set of operations (e.g. extrusion, revolution) or constraints

(e.g. perpendicularity, parallelism)

Note 1 to entry: The result of the processing of an implicit representation is a CAD 3D explicit representation,

which can be used then for geometric operations such as measurement or clash detection.

3.6
3D Geometric Dimensioning & Tolerancing

symbolic language used on engineering drawings and computer generated three-dimensional solid

models (CAD) for explicitly describing the nominal geometry and its allowable variation. This includes

the nominal geometry of parts and assemblies, the allowable variation in form and possible size of

individual features, and the allowable variation between features

Note 1 to entry: For archiving, GD&T information is a set of information types which are in direct relationship to

each other. The set of information types includes:
— 3D geometry;
— 3D geometric dimensioning;
— 3D geometric tolerances.

Note 2 to entry: Dimensioning information is required to define the characteristics of the 3D explicit model, e.g.

in terms of length or height. This additional information may be linked to one geometrical characteristic, e.g. the

length of a line.

Note 3 to entry: No design geometrical feature can be manufactured to perfection, so the feature description

can be extended with tolerance information. Tolerances may come in the form of limits of size applied to given

dimensions, with ± style tolerance applied directly to dimensions or constraints, such as flatness or parallelism, or

a general note.
---------------------- Page: 10 ----------------------
SIST EN 9300-100:2018
EN 9300-100:2018 (E)
3.7
Geometrical Product Specifications
GPS
equivalent to GD&T and PMI (Product Manufacturing Information)
3.8
3D notes

represent additional information, usually a text field, which has no geometric constraint or relationship

to the 3D explicit model, unlike the GD&T information; the positioning of 3D annotation in the 3D

environment of the CAD System is therefore a matter of how best to present the information to the user

The following figure shows an example of 3D annotation:
Figure 1 — 3D annotation
3.9
3D annotations

represent Dimension(s), tolerance(s), note(s), text or symbol(s) visible without any manual or external

manipulation (see ISO 16792, 3.1)
3.10
types of information: “representation” versus “presentation”

3D representation of a CAD model is a mathematical formulation of a geometric shape; the presentation

of that formula for a geometric display requires that the representation is rendered by the

corresponding shape; the process of rendering requires additional presentation information, such as

colour or transparency

Note 1 to entry: For example, a curve may be displayed as a set of pixels of a particular colour in a computer

screen. For example, 3D Geometric Dimensioning and Tolerancing may be presented as a set of 3D polylines,

however, if the GD&T information is represented only by polylines, the human may visualize and understand it as

a GD&T, but the computer is not able to interpret it as GD&T, that is, it is not able to check its consistency with the

3G geometry.

Note 2 to entry: For a single concept, such as Geometric Dimensioning, there may be several representations of

different levels of complexity, and enabling different capabilities. For example, a 3D Geometric Dimension can be

represented as a set of specific objects with precise semantics, enabling automated update or consistency

checking with the related 3D geometry shape subsets. (e.g., distance between two parallel faces).

---------------------- Page: 11 ----------------------
SIST EN 9300-100:2018
EN 9300-100:2018 (E)
4 Applicability
Refer to applicability of EN 9300-001, clause 4.
5 Fundamentals and concepts for Long Term Archiving of CAD 3D mechanical
information
5.1 Introduction

The family of EN 9300-1xx standards is based on the principles that, over the last 30 years, there have

been major changes between the generations of CAD applications, resulting in change of the underlying

representation of the CAD information, and there is a risk of further representational changes. Figure 2

illustrates this.
NOTE Figure 2 illustrates:

— The first generation of CAD design method was either to create a 2D drawing (without a 3D model), or to

create CAD 3D model as support for the generation of a CAD 2D drawing. The essential information of the

design intent is represented in a 2D drawing.

— The second generation of CAD design method is based on the complementary use of essential information

defined in 3D models and essential information defined in 2D models (drawings).

— The third generation of CAD design method is based on the use of essential information defined only in 3D

models that contain associative GD&T and annotation to effectively replace the need for a 2D representation.

For more details, see:
— Annex A: evolution of CAD Systems (historical view);
— Annex B: overview of the main types of CAD 3D mechanical information;
— Annex C: overview of the main CAD mechanical assembly structure information;
— Annex E: considerations for long term preservation of CAD 3D information.
Figure 2 — Illustration of the major generations of CAD systems
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Some algorithms within CAD applications used in the aerospace industry are proprietary and are not

available to the public. These algorithms represent a competitive advantage to the CAD Company. This

results in the fact that aerospace manufacturers cannot guarantee the access to all essential design

intent in its native format, over the life of the product.

The EN 9300-100 describes the methods for preserving CAD mechanical essential information over

time, recognising that the mathematical representation may change between creation of the CAD

information to its retrieval and hence after importation, the archived file has to be qualified as

acceptable to a level of precision requested by the business function.
5.2 CAD essential information: dependencies on the CAD methods used

Manufacturers may use different CAD methods for the definition of 3D components. The definition of a

part may be based on:

— 2D drawing only, fully dimensioned and toleranced, derived from a CAD 3D exact model;

— 2D drawing partially dimensioned and toleranced, derived from a CAD 3D exact model;

— 3D with GD&T, fully dimensioned and toleranced;
— 3D with GD&T, partially dimensioned and toleranced.
The next Figure sums up the type of CAD information to archive, showing:
— the type of CAD method used;
— the type of use cases for retrieval.
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Figure 3 — Type of CAD essential information to archive, depending on the CAD methods used

If a company uses method 1 for mechanical design, this company may decide to archive the CAD 3D

model to ease the reuse, but it is not mandatory and depends of its internal policy. If a company uses

method 2 for mechanical design, Long Term Archiving and Retrieval of 3D CAD models is required; if a

company uses method 3, Long Term Archiving and Retrieval of 3D CAD with GD&T models is required.

5.3 Dependency of CAD essential information on use case

Following the regular enhancements of CAD applications, designers create new types of CAD

information (see Annex A “Evolution of CAD systems”). This standard for Long Term Archiving and

Retrieval of CAD information cannot be defined and implemented in the abstract, but it must be related

to specific business requirements (see EN 9300-002 Clause 6 “Key requirements”) detailed by Use

Cases (see EN 9300-003, Figure 8: Distinction of Business requirements, Business Cases and Use Cases).

These use cases describe precisely the functions to be supported by the preserved information after

retrieval. Consequently they identify the essential information for archive specific to the use case, and

the related mechanisms to validate the full process of preservation. This is illustrated by Figure 4 below.

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EN 9300-100:2018 (E)
Figure 4 — Links between Use Cases, essential information and EN 9300 1xx parts

In this example, the part 1XX describes specifications for long term archiving of a set of essential

information N°1, allowing to support retrieval for use cases 1 and 2. Then, the part 1YY describes

specifications for long term archiving of a set of essential information N°2, including the set of essential

information N°1, then supporting additional us
...

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