ISO/DTS 23164
(Main)Automation systems and integration — Core vocabulary for industrial data
Automation systems and integration — Core vocabulary for industrial data
Systèmes d'automatisation et intégration — Vocabulaire de base pour les données industrielles
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FINAL DRAFT
Technical
Specification
ISO/TC 184/SC 4
Automation systems and
Secretariat: ANSI
integration — Core vocabulary for
Voting begins on:
industrial data
2024-08-02
Voting terminates on:
2024-09-27
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WITH THEIR COMMENTS, NOTIFICATION OF ANY
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INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
Reference number
FINAL DRAFT
Technical
Specification
ISO/TC 184/SC 4
Automation systems and
Secretariat: ANSI
integration — Core vocabulary for
Voting begins on:
industrial data
Voting terminates on:
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 SUPPOR TING DOCUMENTATION.
© ISO 2024
IN ADDITION TO THEIR EVALUATION AS
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
or ISO’s member body in the country of the requester.
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland Reference number
ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms, definitions and abbreviated terms . 1
3.1 Terms and definitions .1
3.2 Terms related to particular and kind .2
3.3 Terms related to artefact, product and material object .3
3.4 Terms related to part and component .4
3.5 Terms related to things that are aggregations of parts .5
3.6 Terms related to activity and participation .9
3.7 Terms related to breakdown.10
3.8 Terms related to behaviour, capability and function .11
3.9 Terms related to state . 13
3.10 Terms related to person, organization, position and role in organization .14
3.11 Terms related to process and service .16
3.12 Terms related to requirement, design and specification .16
3.13 Terms related to method and plan .17
3.14 Terms related to physical quantity and physical property .17
3.15 Abbreviated terms .21
Annex A (informative) Development methodology .22
Annex B (informative) Guidance on groups of terms .25
Annex C (informative) Definitions of terms in sources .32
Bibliography .38
iii
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out through
ISO technical committees. Each member body interested in a subject for which a technical committee
has been established has the right to be represented on that committee. International organizations,
governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely
with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described
in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types
of ISO documents should be noted. This document was drafted in accordance with the editorial rules of the
ISO/IEC Directives, Part 2 (see www.iso.org/directives).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions
related to conformity assessment, as well as information about ISO's adherence to the World Trade
Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 184, Automation systems and integration,
Subcommittee SC 4, Industrial data.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.
iv
Introduction
The the terms and definitions in this document are applicable to all ISO/TC 184/SC 4 standards. Depending
upon the standard, these terms can be implemented as classes, relationships, properties or other types
of model or ontology element. The core terms can be used in the documentation of the links between the
different standardised data models, ontologies and software applications that need to work together to
produce a digital twin for an industrial activity. The terms in the set can also help with data integrity by
making sure we are talking about the same thing.
This document:
— provide a vocabulary that is not only understandable by ISO/TC 184/SC 4 experts, but also by domain
engineers and by business decision makers;
NOTE 1 Many of the terms and definitions can already exist in the Oxford English Dictionary or in standards,
but the definition of an integration layer requires their selection and so even these terms are included.
— enable the development of reference data that are equally applicable to all ISO/TC 184/SC 4 standards;
NOTE 2 Domain experts will produce detailed taxonomies that specialise generic items identified by terms in
the set. The domain experts will not need detailed knowledge of any particular ISO/TC 184/SC 4 standard or of
any particular top-level ontology.
— define an interface to reference data developed outside ISO/TC 184/SC 4, and thereby enable its use by
all ISO/TC 184/SC 4 standards.
NOTE 3 This document is intended to be analogous in the industrial domain to the Dublin Core in the document
management domain. The original Dublin Core metadata set consisted of only 15 terms. This initial set has since
been expanded to 55 terms. This document is of a similar size.
The role of the this document in the development of reference data libraries is shown informally in Figure 1.
Figure 1 — Role of this document in the development of reference data libraries
A top-level ontology in Figure 1 addresses generic issues such as the representation of whole-part
relationships, change over time, and the distinction between actual objects, requirements and plans.
At present ISO 10303 does not contain a top-level ontology. However, the Integrated Resource data models
can be regarded as containing an informal top-level ontology. ISO 15926-2 is a top-level ontology.
v
The reference data libraries for different domains in Figure 1 are shown as independent. In practice there
are large overlaps. This document shows which reference data items are specialisations of the same generic
item, and therefore make the overlaps easier to manage.
The approach used to develop the content of this document and to define its scope is described in Annex A
“Development methodology”.
The guidance on groups of terms and their motivation is contained in Annex B “Guidance on groups of terms”.
NOTE 1 The methodology followed in the development of this document has been:
a) define a thing about which industrial data is held using natural language;
b) assign a preferred term consisting of one or more English language words to the thing.
Because the things and their definitions are primary with terms assigned to them, this document can also be called a
“thesaurus”.
NOTE 2 In this document the preferred terms are unique. In some cases, admitted terms are also given, which are
not necessarily unique.
NOTE 3 Where possible the terms are taken from international standards.
NOTE 4 The terms can be used in the text definitions and descriptions of entities and attributes in industrial data
models, and of classes and relationships in industrial ontologies. The terms can be used in the text definitions and
descriptions of items within industrial data libraries for particular industrial domains.
vi
FINAL DRAFT Technical Specification ISO/DTS 23164:2024(en)
Automation systems and integration — Core vocabulary for
industrial data
1 Scope
This document specifies a vocabulary for industrial data that defines generic terms for things that exist in
more than one industrial domain.
The following are within the scope of this document:
— definition of terms for generic types of industrial thing;
EXAMPLE 1 Definitions of the terms “material object”, “artefact” and “product” are within the vocabulary.
— definition of terms relevant to assemblies, systems and their breakdown structures;
— definition of terms relevant to activities and participation in activities;
— definition of terms relevant to positions and roles in organizations;
— definition of terms relevant to behaviour, capability and function;
— definition of terms relevant to state and condition;
— definition of terms relevant to specifications, designs and plans;
— definition of terms relevant to versions, alternatives and configurations for specifications, designs and plans;
— definition of terms relevant to signals and other carriers of information and to devices that process
signals and information;
— definition of terms relevant to physical quantities and properties.
The following are outside the scope of this document:
— definition of terms that are relevant to data themselves, rather than the things that da
...
ISO/CD TR DTS 23164:2023(E)
ISO/TC 184/SC 4/AG 3
Secretariat: ANSI
Date: 2023-06-142024-07-19
Automation systems and integration — Core
terminologyvocabulary for industrial data
CD stage
Warning for WDs and CDs
This document is not an ISO International Standard. It is distributed for review and comment. It is subject to
change without notice and may not be referred to as an International Standard.
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.
ISO/TR 99999:2021(E)
2 © ISO 2021 – All rights reserved
ISO/CD TR 99999:2023(E)
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this
publication may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical,
including photocopying, or posting on the internet or an intranet, without prior written permission. Permission can
be requested from either ISO at the address below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
• CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel.
Phone: + 41 22 749 01 11
Email
E-mail: copyright@iso.org
Website: www.iso.org www.iso.org
Published in Switzerland
ISO/CD TR 99999:2023(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO
collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directiveswww.iso.org/directives).
Attention is drawnISO draws attention to the possibility that some of the elementsimplementation of this
document may beinvolve the subjectuse of (a) patent(s). ISO takes no position concerning the evidence,
validity or applicability of any claimed patent rights. in respect thereof. As of the date of publication of
this document, ISO had not received notice of (a) patent(s) which may be required to implement this
document. However, implementers are cautioned that this may not represent the latest information,
which may be obtained from the patent database available at www.iso.org/patents. ISO shall not be held
responsible for identifying any or all such patent rights. Details of any patent rights identified during the
development of the document will be in the Introduction and/or on the ISO list of patent declarations
received (see www.iso.org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the World
Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see
www.iso.org/iso/foreword.htmlwww.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 184, Automation systems and integration,
Subcommittee SC 4, Industrial data.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at
www.iso.org/members.htmlwww.iso.org/members.html.
iv © ISO 2023 – All rights reserved
ISO/CD TR 99999:2023(E)
Introduction
The core terminology for industrial datathe terms and definitions in this document are equally applicable
to all ISO/TC 184/SC 4 standards. Depending upon the standard, these terms can be implemented as
classes, relationships, properties or other types of model or ontology element. The core terms can be used
in the documentation of the links between the different standardised data models, ontologies and
software applications that need to work together to produce a digital twin for an industrial activity. The
terms in the set can also help with data integrity by making sure we are talking about the same thing.
The core termsThis document:
— provide a terminologyvocabulary that is not only understandable by ISO/TC 184/SC 4 experts, but
also by domain engineers and by business decision makers;
NOTE 1 Many of the terms and definitions can already exist in the Oxford English Dictionary or in standards,
but the definition of an integration layer requires their selection and so even these terms are included.
— enable the development of reference data that are equally applicable to all ISO/TC 184/SC 4
standards;
NOTE 2 Domain experts will produce detailed taxonomies that specialise generic items identified by terms
in the set. The domain experts will not need detailed knowledge of any particular ISO/TC 184/SC 4 standard
or of any particular top-level ontology.
— define an interface to reference data developed outside ISO/TC 184/SC 4, and thereby enable its use
by all ISO/TC 184/SC 4 standards.
The core terminology for industrial dataNOTE 3 This document is intended to be analogous in the
industrial domain to the Dublin Core in the document management domain. The original Dublin Core metadata
set consisted of only 15 terms. This initial set has since been expanded to 55 terms. The core terminology for
industrial dataThis document is of a similar size.
The role of the core terminology for industrial datathis document in the development of reference data
libraries is shown informally in Figure 1Figure 1.
ISO/CD TR 99999:2023(E)
Figure 1 — Role of the core terminology for industrial datathis document in the development of
reference data libraries
Comments on Figure 1:
A top-level ontology in Figure 1 addresses generic issues such as the representation of whole-part
relationships, change over time, and the distinction between actual objects, requirements and plans.
At present ISO 10303ISO 10303 does not contain a top-level ontology. However, the Integrated Resource
data models can be regarded as containing an informal top-level ontology. ISO 15926-2:2003ISO 15926-
2 is a top-level ontology.
The reference data libraries for different domains in Figure 1 are shown as independent in the figure. In
practice there are large overlaps. The core terminology for industrial data will showThis document shows
vi © ISO 2023 – All rights reserved
ISO/CD TR 99999:2023(E)
which reference data items are specialisations of the same generic item, and therefore will make the
overlaps easier to manage.
Core terminology for industrial data
1 1 Scope
This document specifies a terminology for industrial data that defines generic terms for things that exist in
more than one industrial domain.
The approach used to develop the content of this document and to define its scope is described in Annex A
“Development methodology”.
The guidance on groups of terms and their motivation is contained in Annex B “Guidance on groups of terms”.
NOTE 1 The methodology followed in the development of the terminologythis document has been:
a) define a thing about which industrial data is held using natural language;
b) assign a preferred term consisting of one or more English language words to the thing.
Because the things and their definitions are primary with terms assigned to them, the terminology couldthis document
can also be called a “thesaurus”.
NOTE 2 Within the terminologyIn this document the preferred terms are unique. In some cases, alternativeadmitted
terms are also given, which are not necessarily unique.
NOTE 3 Where possible the terms are taken from international standards. In such cases, the source is given.
NOTE 4 The terms can be used in the text definitions and descriptions of entities and attributes in industrial data
models, and of classes and relationships in industrial ontologies. The terms can be used in the text definitions and
descriptions of items within industrial data libraries for particular industrial domains.
viii
Automation systems and integration — Core vocabulary for
industrial data
1 Scope
This document specifies a vocabulary for industrial data that defines generic terms for things that exist
in more than one industrial domain.
The following are within the scope of this document:
— definition of terms for generic types of industrial thing;
EXAMPLE 1 Definitions of the terms “material object”, “artefact” and “product” are within the
terminologyvocabulary.
— definition of terms relevant to assemblies, systems and their breakdown structures;
— definition of terms relevant to activities and participation in activities;
— definition of terms relevant to positions and roles in organizations;
— definition of terms relevant to behaviour, capability and function;
— definition of terms relevant to state and condition;
— definition of terms relevant to specifications, designs and plans;
— definition of terms relevant to versions, alternatives and configurations for specifications, designs
and plans;
— definition of terms relevant to signals and other carriers of information and to devices that process
signals and information;
— definition of terms relevant to physical quantities and properties.
The following are outside the scope of this document:
— definition of terms that are relevant to data themselves, rather than the things that data are about;
EXAMPLE 2 Definitions of the terms “data” and “information” are not within the terminologyvocabulary.
— definition of terms that are relevant to representations.
EXAMPLE 3 Definitions of the terms “representation” and “model” are not within the terminologyvocabulary.
2 2 Normative references
There are no normative references in this document.
3 3 Terms, definitions and abbreviated terms
3.1 3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https://www.iso.org/obphttps://www.iso.org/obp
— IEC Electropedia: available at https://www.electropedia.orghttps://www.electropedia.org
NOTE In discussion clauses, examples and notes, bold font is used to indicate defined terms, and italic
font is used for terms which can be defined in other terminologies.
3.2 3.2 Discussion of Terms related to particular and kind
3.2.1 3.2.1 Difference between particular and kind
Different data modelling and ontological approaches begin in different ways. Some begin with statements
about particular things, and others begin with kinds of thing. Depending upon the approach an
unqualified term can refer to a particular thing, to a kind of thing, or to either.
Consider the term component. Unqualified the term could refer to:
— a generic kind of component, such as a pump, motor or valve;
— a specific kind of component, such as a “Fred Bloggs and Co. model A-101” pump;
— a particular component, such as the pump with serial number “15/12345”, manufactured by Fred
th
Bloggs and Co. on 13 September 2015.
Where it is necessary to make it clear that a term refers to a kind of thing or to a particular thing, then
the term can be prefixed by “kind of” or “particular”.
Within the core terminology, an unqualified term refers to a particular thing.
3.2.2 3.2.2 Discussion of kind
A kind of thing can be defined in many ways.
NOTE 1 ISO/IEC 81346 contains the following text about “type”:
A type is a class of objects having the same set of characteristics. Depending on the number of common
characteristics (and whether they are qualitative or quantitative) a type can be from very generic to very specific.
For example:
— Generic object types for example as described in IEC 81346-2 [….].
— Many kinds of products, for example motors, transformers, contactors or pneumatic cylinders are often
designed as a range of sizes (e.g. frame sizes) with common characteristics. [….]
— Each product variant in a product series with fixed values for voltage, power etc. has normally an identifier
[….] which identifies a class of presumably identical products.
[SOURCE ISO/IEC 81346-1:2009, 4.8]
Terms related to kind of are as follows:
— specification: A particular thing can comply with one or more specifications. A specification can
require the following:
A specification can be defined by a customer as a requirement. A specification can be defined by a
standard, and can be selected by a customer as a requirement. A specification can be defined by a
supplier.
— specified values or ranges for the properties of a particular thing;
2 © ISO 2023 – All rights reserved
— the nature of the production process that created a particular thing, which can include specified
value or ranges for its properties, and the inspection and testing regime.
— commercial offering: A commercial offering is an open offer to provide a product or service. The
offer can state a price and perhaps conditions such as location.
A particular thing can be supplied in response to an acceptance of a commercial offering. A supplier can
assert that a commercial offering complies with one or more specifications.
EXAMPLE The sign at a petrol/gas station stating the price of petrol/gas at the station is a commercial offering.
The
...
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