Aerospace series - LOTAR -LOng Term Archiving and Retrieval of digital technical product documentation such as 3D, CAD and PDM data - Part 002: Requirements

This document is a part of the EN 9300 Series. This document addresses requirements for the long term archiving of digital product information, applicable to the international aerospace industry.
Data shall be available to meet regulatory, legal, contractual and business requirements.
Initially, this document sums up the main business requirements for long term archiving of digital product data. Although these requirements are not in themselves normative, when making data available over an extended period, it is a fundamental principle that the contextual data needed to interpret the data is also available.
This document uses the OAIS reference model to provide comparability with other approaches to keeping information available. However, OAIS is a standard reference model for comparison, not a standard for implementation. Consequently, this document defines requirements for processes (and associated technologies) intended to make data available for the life of a product, and does so in terms of the OAIS model.
In dealing with traditional media, the differences between substantial change and unimportant “surface” change are generally self-evident. For example, the yellowing of paper over time, or the encrustation of a gravestone with lichen do not lose the information contained, whereas the loss of pages of a document, or the erosion of the stone do so, and archiving focusses on the preservation of the medium. For digital product data, the medium is unimportant, but the content can be corrupted. The subject of the (many) remaining parts of this standard is the identification of the information that shall be uncorrupted if digital product data is to be usable in the future, and the consequent refinement of processes and procedures to insure this.
This document addresses, archiving of digital product data required for product definition, such as in three dimensional representations a tolerances, material properties, manufacturing data, etc. specification call-outs, product structure and configuration control data, etc. Other parts of the EN 9300 standards will cover more specifically the long term archiving of, for example, composites, electrical systems, product analyses and product simulation information.
This document also addresses managing the evolution of technologies required to ensure the availability and usability of the data for the required archiving period.
This document is not intended to incorporate company specific requirements and does not dictate specific organizational structures within a company. This document does not specify a design or an implementation of an archive system. Actual implementations may distribute responsibilities or break out functionality differently.
This document assumes that all requirements for configuration management of the product data are in place and therefore are not specifically described in this document.
If an organization chooses to implement requirements beyond those outlined in this requirements document, those additional requirements shall not conflict or negatively impact the requirements contained in this document.
Purpose:
This document establishes legal and other business requirements for processes intended to preserve digital data. Data needs to be stored and maintained so that data is retrievable and usable for the required archiving period. In addition, for some business requirements, data needs to be authentically preserved and accessed.
This standard is intended to allow for different implementations based on a company’s specific business environment.

Luft- und Raumfahrt - LOTAR - Langzeit-Archivierung und -Bereitstellung digitaler technischer Produktdokumentationen, wie zum Beispiel von 3D-, CAD- und PDM-Daten - Teil 002: Anforderungen

Série aérospatiale - LOTAR - Archivage Long Terme et récupération des données techniques produits numériques, telles que 3D, CAO et PDM - Partie 002 : Exigences

Le présent document fait partie de la série de normes EN 9300. Le présent document répond aux exigences d'archivage à long terme de données de produits numériques, applicables à l'industrie aérospatiale internationale.
Les données doivent être disponibles pour répondre aux exigences réglementaires, légales, contractuelles et commerciales.
Le présent document reprend les principales exigences commerciales pour l'archivage à long terme des données de produits numériques. Même si ces exigences ne sont pas intrinsèquement normatives, lorsque des données sont mises à disposition pendant une longue période, il est nécessaire de mettre également à disposition les données contextuelles nécessaires à leur interprétation.
Le présent document utilise le modèle de référence OAIS et le compare à d'autres approches permettant de maintenir la disponibilité des données. Cependant, l'OAIS est un modèle de référence normalisé donné à titre de comparaison et ne représente pas une norme devant être mise en oeuvre. Par conséquent, ce document définit les exigences pour les processus (et technologies associées) visant à garantir la disponibilité des données pendant toute la durée de vie d'un produit, en reprenant les termes du modèle OAIS.
Sur les supports traditionnels, les différences entre les changements substantiels et les changements de « surface » peu importants sont généralement évidents. Par exemple, le jaunissement du papier à mesure du temps, ou l'incrustation de lichen sur une pierre tombale, n'entraînent pas une perte des informations contenues, contrairement à la perte de pages d'un document ou à l'érosion de la pierre. L'archivage se concentre alors sur la préservation du support. Pour les données de produits numériques, le support n'est pas important, mais le contenu peut être corrompu. Les (nombreuses) autres parties de cette norme identifient les informations qui ne doivent pas être corrompues si les données du produit numérique doivent pouvoir être utilisées à l'avenir, et affinent les processus et procédures permettant de garantir cela.
Le présent document traite de l'archivage des données de produits numériques requis pour la définition du produit, par exemple pour les représentations tridimensionnelles, l'archivage des tolérances, propriétés matérielles, données de fabrication, caractéristiques techniques, structure du produit et données de contrôle de configuration, etc. D'autres parties de la norme EN 9300 couvriront plus spécifiquement l'archivage à long terme de composites, systèmes électriques, analyses de produits ou encore informations sur la simulation de produits.
Le présent document traite également de la gestion de l'évolution des technologies, nécessaire pour garantir la disponibilité et la possibilité d'utilisation des données pendant toute la période d'archivage requise.
Le présent document n'est pas destiné à inclure des exigences spécifiques à l'entreprise et n'énonce pas de structure organisationnelle spécifique au sein d'une entreprise. Le présent document ne spécifie pas de conception ni d'implémentation d'un système d'archivage. Les implémentations actuelles peuvent distribuer les responsabilités ou découper les fonctionnalités différemment.
Le présent document présuppose que toutes les exigences relatives à la gestion de la configuration des données du produit sont mises en place et ne sont donc pas spécifiquement décrites dans ce document.
Si une organisation choisit de mettre en oeuvre des exigences supplémentaires à celles soulignées dans ce document, elles ne devront pas entrer en contradiction ni impacter négativement les exigences du présent document.

Aeronavtika - LOTAR - Dolgotrajno arhiviranje in iskanje digitalne tehnične dokumentacije o izdelkih, kot so podatki o 3D, CAD in PDM - 002. del: Zahteve

Ta dokument je del skupine standardov EN 9300. Ta dokument obravnava zahteve za dolgotrajno arhiviranje digitalne dokumentacije o izdelkih, ki se uporablja v mednarodni letalski industriji. Na voljo morajo biti podatki za izpolnjevanje zakonskih, pravnih, pogodbenih in poslovnih zahtev. Ta dokument najprej povzema glavne poslovne zahteve za dolgotrajno arhiviranje podatkov o digitalni dokumentaciji o izdelkih. Čeprav te zahteve same po sebi niso normativne, je temeljno načelo razpoložljivosti podatkov skozi daljše obdobje, da so na voljo tudi kontekstni podatki, potrebni za razlago podatkov.
Ta dokument uporablja referenčni model OAIS za zagotavljanje primerljivosti z drugimi pristopi za ohranjanje dostopnosti informacij. Kljub temu je OAIS standardni referenčni model za primerjavo in ne standard za uveljavitev. Posledično ta dokument določa zahteve za procese (in povezane tehnologije), katerih namen je, da so podatki na voljo skozi vso življenjsko dobo izdelka, in to v smislu modela OAIS.
Pri obravnavanju tradicionalnih medijev so razlike med bistvenimi spremembami in nepomembnimi »površinskimi« spremembami običajno očitne. Na primer zaradi porumenelosti papirja, ki se pojavi s časom, ali pojava lišajev na nagrobnikih se podatki ne izgubijo, medtem ko do izgube podatkov pride zaradi izgube strani dokumenta ali erozije kamna; arhiviranje se osredotoča na ohranjanje medija. Pri digitalni dokumentaciji o izdelkih medij ni pomemben, vendar se vsebina lahko poškoduje. Predmet (mnogih) preostalih delov tega standarda je identifikacija podatkov, ki ne bodo poškodovani, če mora biti digitalna dokumentacija o izdelkih na voljo v prihodnosti, in posledično izboljšanje postopkov, ki bodo to zagotovili.
Ta dokument obravnava arhiviranje digitalne dokumentacije o izdelkih, ki je potrebna za določitev definicije izdelka, na primer pri tridimenzionalnih prikazih odstopanj, lastnostih materialov, proizvodnih podatkih itd., pozivih za specifikacije, strukturah izdelkov in konfiguracijskih kontrolnih podatkih itd. Drugi deli standardov EN 9300 bodo natančneje zajemali dolgotrajno arhiviranje, na primer kompozitov, električnih sistemov, analiz produktov in informacij o simulaciji izdelkov.
Ta dokument obravnava tudi upravljanje razvoja tehnologij, ki so potrebne za zagotavljanje razpoložljivosti in uporabnosti podatkov za zahtevano obdobje arhiviranja.
Ta dokument ni namenjen za vključevanje specifičnih zahtev družb in ne narekuje posebnih organizacijskih struktur v podjetju. Ta dokument ne določa zasnove ali vpeljave sistema arhiviranja. Dejanske vpeljave lahko razdelijo odgovornosti ali drugače razdelijo funkcionalnost.
Ta dokument predpostavlja, da so vse zahteve za upravljanje konfiguracije podatkov o izdelkih pripravljene in zato niso posebej opisane v tem dokumentu.
Če se organizacija odloči za izvajanje zahtev, ki presegajo zahteve iz tega dokumenta o zahtevah, te dodatne zahteve ne smejo biti v nasprotju z zahtevami ali negativno vplivati na zahteve iz tega dokumenta.
Namen: Ta dokument določa zakonske in druge poslovne zahteve za postopke, namenjene ohranjanju digitalnih podatkov. Podatki morajo biti shranjeni in vzdrževani tako, da so dostopni in uporabni v času zahtevanega obdobja arhiviranja. Pri nekaterih poslovnih zahtevah morajo biti podatki in dostop do njih ohranjeni v izvirni obliki. Namen tega standarda je omogočiti različne izvedbe, ki temeljijo na specifičnem poslovnem okolju podjetja.

General Information

Status
Published
Publication Date
19-Jun-2018
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Due Date
20-Jun-2018
Completion Date
20-Jun-2018

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SLOVENSKI STANDARD
SIST EN 9300-002:2018
01-oktober-2018
$HURQDYWLND/27$5'ROJRWUDMQRDUKLYLUDQMHLQLVNDQMHGLJLWDOQHWHKQLþQH
GRNXPHQWDFLMHRL]GHONLKNRWVRSRGDWNLR'&$'LQ3'0GHO=DKWHYH
Aerospace series - LOTAR -LOng Term Archiving and Retrieval of digital technical
product documentation such as 3D, CAD and PDM data - Part 002: Requirements

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

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

Teil 002: Anforderungen
Série aérospatiale - LOTAR - Archivage Long Terme et récupération des données

techniques produits numériques, telles que CAD 3D et PDM - Partie 002 : Exigences

Ta slovenski standard je istoveten z: EN 9300-002:2018
ICS:
01.110 7HKQLþQDGRNXPHQWDFLMD]D Technical product
L]GHONH documentation
35.240.10 5DþXQDOQLãNRSRGSUWR Computer-aided design
VQRYDQMH QDþUWRYDQMH (CAD)
REOLNRYDQMH  &$'
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
SIST EN 9300-002:2018 en,fr,de

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

---------------------- Page: 1 ----------------------
SIST EN 9300-002:2018
---------------------- Page: 2 ----------------------
SIST EN 9300-002:2018
EN 9300-002
EUROPEAN STANDARD
NORME EUROPÉENNE
June 2018
EUROPÄISCHE NORM
ICS 35.240.60; 49.020; 01.110; 35.240.30
English Version
Aerospace series - LOTAR -LOng Term Archiving and
Retrieval of digital technical product documentation such
as 3D, CAD and PDM data - Part 002: Requirements

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 3D, CAO et PDM - Partie 002 : Produktdokumentationen, wie zum Beispiel von 3D-,

Exigences CAD- und PDM-Daten - Teil 002: Anforderungen
This European Standard was approved by CEN on 5 June 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 9300-002:2018 E

worldwide for CEN national Members.
---------------------- Page: 3 ----------------------
SIST EN 9300-002:2018
EN 9300-002:2018 (E)
Contents Page

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

Foreword .......................................................................................................................................................................... 4

Executive summary....................................................................................................................................................... 5

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

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

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

4 Applicability ...................................................................................................................................................... 7

5 Introduction ...................................................................................................................................................... 7

6 Key requirements ........................................................................................................................................... 8

6.1 Acceptance ......................................................................................................................................................... 8

6.2 Legal Requirements ....................................................................................................................................... 9

6.3 Security and integrity .................................................................................................................................... 9

6.4 Certification .................................................................................................................................................... 10

6.5 Requirements Refinement ........................................................................................................................ 10

7 Application of the OAIS Model ................................................................................................................. 11

7.1 The Open Archive Information System (OAIS) Reference Model ............................................... 11

7.2 Product Data Archiving using the OAIS Model .................................................................................. 11

7.2.1 System Preparation ..................................................................................................................................... 12

7.2.2 Identification of Preservation Use Cases ............................................................................................. 12

7.2.3 Categorization of digital product data to archive ............................................................................. 12

7.2.4 Specification of the Descriptive Information of the SIP ................................................................. 12

7.2.5 Description of the quality control criteria .......................................................................................... 12

7.2.6 Description of the derivation procedures for the SIP ..................................................................... 12

7.3 Implementation requirements on operation ..................................................................................... 12

7.3.1 Data Preparation .......................................................................................................................................... 13

7.3.2 Ingest ................................................................................................................................................................ 13

7.3.3 Archive Storage ............................................................................................................................................. 14

7.3.4 Data Management ........................................................................................................................................ 15

7.3.5 Administration .............................................................................................................................................. 19

7.3.6 Preservation Planning ................................................................................................................................ 19

7.3.7 Access ............................................................................................................................................................... 21

Annex A (informative) .............................................................................................................................................. 23

Bibliography ................................................................................................................................................................. 31

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SIST EN 9300-002:2018
EN 9300-002:2018 (E)
European foreword

This document (EN 9300-002:2018) 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 December 2018, and conflicting national standards

shall be withdrawn at the latest by December 2018.

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 9300-002:2018
EN 9300-002:2018 (E)
Foreword

This 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 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.
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SIST EN 9300-002:2018
EN 9300-002:2018 (E)
Executive summary

Many companies are migrating their design processes from traditional hard-copy drawings and

documents to using digital data. New processes are also needed to archive digital data and preserve

access to it, in compliance with business and regulatory requirements appropriate to this new media.

Some industries are required to archive data for the life of a product, which can be in excess of 50 years.

Over these time periods, changes in technology impact the ability to retrieve and use product data.

Organizations, which use digital product data, will need strategies and processes that maintain the

usability of the data over multiple generations of technology.

Initially, this document sums up the main business requirements for long term archiving of digital

product data.

Then, this document describes requirements for standardized processes (and associated technologies)

that ensure product data are retrievable and usable for as long as needed. The archiving process is

developed from the Open Archival Information System (OAIS) Reference Model (ISO 14721), which

provides a conceptual framework for archive systems.

The archiving process is structured into sub processes for introducing new material into the archive

(ingest), managing the data and metadata (data management), managing the physical systems (archive

storage), retrieving information and providing it to users (access) and planning the evolution of the

repositories (preservation planning). Specific requirements for the archiving of product data are put

into this framework.
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SIST EN 9300-002:2018
EN 9300-002:2018 (E)
1 Scope

This document is a part of the EN 9300 Series. This document addresses requirements for the long term

archiving of digital product information, applicable to the international aerospace industry.

Data shall be available to meet regulatory, legal, contractual and business requirements.

Initially, this document sums up the main business requirements for long term archiving of digital

product data. Although these requirements are not in themselves normative, when making data

available over an extended period, it is a fundamental principle that the contextual data needed to

interpret the data is also available.

This document uses the OAIS reference model to provide comparability with other approaches to

keeping information available. However, OAIS is a standard reference model for comparison, not a

standard for implementation. Consequently, this document defines requirements for processes (and

associated technologies) intended to make data available for the life of a product, and does so in terms

of the OAIS model.

In dealing with traditional media, the differences between substantial change and unimportant

“surface” change are generally self-evident. For example, the yellowing of paper over time, or the

encrustation of a gravestone with lichen do not lose the information contained, whereas the loss of

pages of a document, or the erosion of the stone do so, and archiving focusses on the preservation of the

medium. For digital product data, the medium is unimportant, but the content can be corrupted. The

subject of the (many) remaining parts of this standard is the identification of the information that shall

be uncorrupted if digital product data is to be usable in the future, and the consequent refinement of

processes and procedures to insure this.

This document addresses, archiving of digital product data required for product definition, such as in

three-dimensional representations a tolerances, material properties, manufacturing data, etc.

specification call-outs, product structure and configuration control data, etc. Other parts of the EN 9300

standards will cover more specifically the long term archiving of, for example, composites, electrical

systems, product analyses and product simulation information.

This document also addresses managing the evolution of technologies required to ensure the

availability and usability of the data for the required archiving period.

This document is not intended to incorporate company specific requirements and does not dictate

specific organizational structures within a company. This document does not specify a design or an

implementation of an archive system. Actual implementations may distribute responsibilities or break

out functionality differently.

This document assumes that all requirements for configuration management of the product data are in

place and therefore are not specifically described in this document.

If an organization chooses to implement requirements beyond those outlined in this requirements

document, those additional requirements shall not conflict or negatively impact the requirements

contained in this document.
Purpose:

This document establishes legal and other business requirements for processes intended to preserve

digital data. Data needs to be stored and maintained so that data is retrievable and usable for the

required archiving period. In addition, for some business requirements, data needs to be authentically

preserved and accessed.

This standard is intended to allow for different implementations based on a company’s specific business

environment.
---------------------- Page: 8 ----------------------
SIST EN 9300-002:2018
EN 9300-002:2018 (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
3 Terms, definitions and abbreviations

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

apply.

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
4 Applicability
Refer to EN 9300-001, Clause 4, for applicability.
5 Introduction

Many companies are migrating their design processes from using traditional hard-copy drawings and

documents to using digital data. New processes are also needed to archive digital data and preserve

access to it, in compliance with business and regulatory requirements appropriate to this new media.

Some industries are required to archive data for the life of a product, which can be in excess of 50 years.

Over these time periods, changes in technology impact the ability to retrieve and use product data.

Organizations which use digital product data will need strategies and processes that maintain the

usability of the data over multiple generations of technology.

The cost of a particular technology varies over time. As a particular technology ages, the cost of

implementation, use and maintenance of that technology can provide a large economic pressure to

move to a more current technology. Typically, a newer technology also provides additional business

benefits, which is not reflected only in the figures of a cost and benefits comparison. At some point,

regardless of cost, it may become impractical or even impossible to use older technology due to lack of

materials, equipment, tools and support for the technology.

Business requirements dictate the archiving of product data for long periods of time. It is generally not

feasible to maintain a single generation of technology over a period of 50 years. Over these time

periods, changes in technology impact the ability to retrieve, reproduce and use product data.

Organizations which use digital product data will need strategies and processes that maintain the

reproducability and usability of the data over multiple generations of technology.

Development of new aerospace projects implies increasingly the use of digital product information by

the supply chain, for inservice support reasons and by the customers. The business requirements

described within this standard are planned to be applicable for the full aerospace product life cycle.

This standard sums up the main business requirements for long term archiving of digital product data.

In some cases, the authentic preservation of design type information is requested; EN 9300 describes

related requirements applicable for this constraint. (see also EN 9300-003 “Fundamentals and

Concepts”).

Then, this document describes requirements for standardized processes (and associated technologies)

that ensure product data are retrievable, reproducible and usable for the required retention period. The

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SIST EN 9300-002:2018
EN 9300-002:2018 (E)

long term archiving and retrieval process is described in terms of the Open Archival Information

System (OAIS) Reference Model (ISO 14721.2003) that provides a conceptual framework for archive

systems.

The long term archiving and retrieval process is structured into sub-processes for:

— Ingest: introducing new material into the archive;
— Data management: managing the data and metadata;
— Archive storage: managing the physical systems;
— Access: retrieving information and providing it to users and
— Preservation planning: planning the evolution of the repositories.

Specific requirements for the archiving of product data are put into this framework.

6 Key requirements

Within the aerospace industry, a lot of requirements are known for a risk mitigation with respect to

certification and legal demands. The following list of requirements are categorized into:

— Acceptance (see 6.1)
— Legal demand (see 6.2)
— Security (see 6.3)
— Certification (see 6.4).
6.1 Acceptance

The first requirement category covers users' acceptance of the manageability of archived documents

and the minimizing of costs of archiving within the long term archiving system:
Table 1 — Requirements of category “Acceptance”
No. Requirement
AC1 Each document within an archive has to be retrievable

AC2 Each document has to be found in a predefined time frame (e.g. 3 days required by JAR)

AC3 The life cycle costs for archiving and access shall be minimized

AC4 The data (a copy of the archived data) shall be available for further use or manipulation

(preservation of the design intent), but possibly with limited functionality with respect to

the original source. (For example, one use case may only be required to visualize the model

and measure distances between the geometric entities, while another may require updates

to the model, which in turn entails that the original parametric information would need to be

preserved.)

AC5 A planned retention period shall be provided for archived documents/data, i.e., a point in

time when a document or a set of data has reached its retention period it must be reviewed

prior to removal. The Archive system provides a report that the document has been removed

from the archive.
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EN 9300-002:2018 (E)
6.2 Legal Requirements

The second requirement category covers the compliance with legal demands. Because of the fact that

legal demands (LD) are not fully described by laws, the following list of requirements covers the known

and expected demands.
Table 2 — Requirements in category “Legal Requirements”
No. Requirement

LD1 The ability to verify that a part or product conforms to its archived documentation (a form of

configuration audit)

LD2 The users shall be enabled to meet the provisions of relevant laws regarding data security and

protection of data privacy over the life cycle of the archives
LD3 The processes of archiving and retrieval shall be auditable

The goal of requirement LD1 is to ensure the conformity of a part or product with the associated

documentation. Requirement LD2 ensures the ability of the long term archiving system to provide

information about aspects of IT security. Throughout the IT security the long term archiving system

ensures the integrity of archived data during archiving time and protects data against unauthorized

changes. It requires auditable archiving and retrieval processes.
6.3 Security and integrity

The third requirement category covers the various aspects of integrity and accuracy. The first priority

for accuracy and integrity is to retrieve the same content for a document as it was archived.

The second priority is that the content of a document is semantically understood in the same way as

when it was created (i.e. preservation of the design intent of the user by the formal description of the

key characteristics of the information to be preserved), meassures should be provided which enable

ckecking of predefined properties (validation properties based on the essential information) of the

digital product documentation against given quality parameters.
Table 3 — Requirements of category “Security”
No. Requirement
S1 It shall be impossible to destroy a document during its scheduled lifetime.
S2 Each document shall be protected against unauthorized changes while archived.

S3 The document retrieved shall match search criteria. According to a predefined relevant

method.

S4 All actions that change the organization and structure of data within the archives shall be

recorded so that it will be possible to retrieve of the original contents over the complete

retention period.

S5 Documentation and data structure (e.g. Product Structure, documents, physical documents,

and product definition models) shall be retrievable and reproducible for the retention period

required. This may exceed the period of 50 years.

S6 It is required to provide supporting evidence that product met the design rules from the

period when the design was archived.

S7 Guarantee the integrity (ensure information is persistent and unaltered) of data for the period

required which may exceed the period of 50 years.

S8 The risk, expenses and costs arising from change of the archiving system or its release shall be

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SIST EN 9300-002:2018
EN 9300-002:2018 (E)
No. Requirement
managed, (i.e. via a cost model etc.).

S9 Electronic archives shall be designed to allow migration to new platforms, media, software

versions and components without loss of information.

S10 The information content of the document shall not be changed during the archiving, retrieval

and migration processes

S11 Each document should be able to be displayed and represented consistent with the form as

recorded. (This will assure the archived data is unchanged.)

S12 The processes by which the document is inserted into an archive, migrated or retrieved from

the archive should not delete or remove any document from the archive, and should be

certifiable to this effect Document removal will be dictated by a retention schedule and

determined by an archive administrator.

S13 The archive shall provide fixity information against each archived document / set of data.

Evidence of security of an archive may also be provided through a certified process.

S14 The archiving system shall provide adequate measures when technically feasible to check

predefined properties within the documents which enable that information are

understandable by the Designated Community without the assistance of the information

producers. Furthermore this requirement should be supported where required by providing

links to the documents describing the correct interpretation of the context and content of an

archived document.

It is required to provide the contextual information (methods, procedures, guidelines, …)

associated with the product information, in order to ensure its correct interpretation after

retrieving

S15 An audit trail for the archiving process is required. This provides assured information about

the actions of relevant processes, and may provide evidence about what occurred.

S16 Collection management is required. I.e. archiving processes which include CAD or PDM data,

documents, etc. Supporting information should be managed within the Archive Information

Packages (AIP).

S17 The archive shall record the information about the management of access rights.

6.4 Certification

This category covers further requirements which shall be fulfilled for the archiving of type design

documents relevant for certification of a product.

Based on an analysis of certification standards and guidelines the ASD-STAN LOTAR came to the

conclusion, that the requirements resulting from certification demands are less restricted than of the

other three categories above, therefore certification requirements are already covered by the

requirements listed above.
6.5 Requirements Refinement

The business requirements identify the business functions that the archive shall support, however these

give no detailed criteria for assessme
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