Industrial automation systems and integration -- Product data representation and exchange

Systèmes d'automatisation industrielle et intégration -- Représentation et échange de données de produits

General Information

Status

Published

ICS

25.040.40 - Industrial process measurement and control

Technical Committee

ISO/TC 184/SC 4 - Industrial data

Drafting Committee

ISO/TC 184/SC 4/WG 12 - STEP product modelling and resources

Current Stage

5060 - Close of voting Proof returned by Secretariat

Completion Date

18-Jan-2021

Ref Project

RELATIONS

Revised

ISO 10303-1:1994 - Industrial automation systems and integration -- Product data representation and exchange

Effective Date

27-Aug-2016

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INTERNATIONAL ISO
STANDARD 10303-1
Second edition
Industrial automation systems
and integration — Product data
representation and exchange —
Part 1:
Overview and fundamental principles
Systèmes d'automatisation industrielle et intégration —
Représentation et échange de données de produits —
Partie 1: Aperçu et principes fondamentaux
PROOF/ÉPREUVE
Reference number
ISO 10303-1:2021(E)
ISO 2021
---------------------- Page: 1 ----------------------
ISO 10303-1:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021

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
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CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii PROOF/ÉPREUVE © ISO 2021 – All rights reserved
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ISO 10303-1:2021(E)
Contents Page

Foreword ..........................................................................................................................................................................................................................................v

Introduction ................................................................................................................................................................................................................................vi

1 Scope ................................................................................................................................................................................................................................. 1

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

3 Terms, definitions and abbreviated terms ................................................................................................................................ 2

3.1 Terms and definitions ....................................................................................................................................................................... 2

3.2 Abbreviated terms ............................................................................................................................................................................... 8

4 Overview of ISO 10303 ................................................................................................................................................................................... 9

4.1 Purpose .......................................................................................................................................................................................................... 9

4.2 Scope of ISO 10303.............................................................................................................................................................................. 9

4.3 Fundamental principles .................................................................................................................................................................. 9

4.3.1 General...................................................................................................................................................................................... 9

4.3.2 Integrated resources ........................................................................................................................................... .......... 9

4.3.3 Support for applications .........................................................................................................................................10

4.3.4 Implementation methods ......................................................................................................................................10

4.3.5 Implementations ...........................................................................................................................................................10

4.3.6 Conformance testing ........................................................................................................................................... .......10

5 Architecture of ISO 10303........................................................................................................................................................................11

5.1 Concepts behind the architecture ........................................................................................................................................11

5.2 Elaborations of the architecture ...........................................................................................................................................11

5.2.1 General...................................................................................................................................................................................11

5.2.2 Sharing interpretations in the initial architecture...........................................................................12

5.2.3 Sharing interpretations in the Modular architecture ....................................................................12

6 Structure of ISO 10303 ................................................................................................................................................................................13

6.1 Series of parts .......................................................................................................................................................................................13

6.2 Description methods.......................................................................................................................................................................13

6.2.1 Purpose .................................................................................................................................................................................13

6.2.2 The EXPRESS and EXPRESS-G modeling languages (ISO 10303-11) ..............................14

6.2.3 The EXPRESS-X language .......................................................................................................................................14

6.3 Implementation methods ...........................................................................................................................................................14

6.3.1 Purpose .................................................................................................................................................................................14

6.3.2 Use of formal language ............................................................................................................................................14

6.3.3 Mapping from EXPRESS to implementation method ....................................................................14

6.3.4 Exchange structures for product data (implementation) .........................................................14

6.3.5 Standard data access interface specification ........................................................................................15

6.3.6 EXPRESS to OMG XMI binding ..........................................................................................................................15

6.3.7 BO Model implementation ...................................................................................................................................16

6.4 Application interpreted construct .......................................................................................................................................16

6.4.1 Purpose .................................................................................................................................................................................16

6.4.2 Characteristics ................................................................................................................................................................16

6.5 Application modules .......................................................................................................................................................................16

6.5.1 Purpose .................................................................................................................................................................................16

6.5.2 Characteristics ................................................................................................................................................................16

6.5.3 Business benefits ..........................................................................................................................................................17

6.6 Business object models ................................................................................................................................................................17

6.6.1 Purpose .................................................................................................................................................................................17

6.6.2 EXPRESS Model of the Business Object. ...................................................................................................17

6.6.3 An API Signature for a Business Object. ...................................................................................................17

6.6.4 A UML Model of the Business Object...........................................................................................................18

6.7 Application protocols .....................................................................................................................................................................18

6.7.1 Purpose .................................................................................................................................................................................18

6.7.2 Definition of information requirements ...................................................................................................18

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ISO 10303-1:2021(E)

6.7.3 Information representation ................................................................................................................................18

6.7.4 Implementation methods ......................................................................................................................................18

6.7.5 Conformance requirements ................................................................................................................................18

6.8 Usage guides...........................................................................................................................................................................................18

6.8.1 Purpose .................................................................................................................................................................................18

6.8.2 Characteristics ................................................................................................................................................................19

6.8.3 Document structure ...................................................................................................................................................19

6.8.4 Content ..................................................................................................................................................................................19

6.9 Conformance testing methodology and framework ............................................................................................19

6.9.1 Purpose .................................................................................................................................................................................19

6.9.2 Procedures for conformance testing ...........................................................................................................19

6.9.3 Abstract test methods ..............................................................................................................................................20

6.10 Abstract test suites ...........................................................................................................................................................................20

7 Information object registration scheme ...................................................................................................................................20

Annex A (normative) Information object registration ...................................................................................................................22

Bibliography .............................................................................................................................................................................................................................23

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ISO 10303-1:2021(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/ directives).

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

patent rights. 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 .html.

This document was prepared by Technical Committee ISO/TC 184, Automation systems and integration,

Subcommittee SC 4, Industrial data.

This second edition cancels and replaces the first edition (ISO 10303-1:1994), which has been technically

revised.
The main changes compared to the previous edition are as follows:
— inclusion of application interpreted constructs;
— inclusion of application modules;
— inclusion of business object models;
— inclusion of additional implementation methods;

— inclusion of modular architecture as a preferred alternative to the initial architecture of

ISO 10303-1:1994;

— permission for integrated resources to reference constructs written using EXPRESS from other

International Standards;
— corrections to part numbering scheme;
— extension of information object registration to be usable on other standards;
— inclusion of usage guides;
— additional definitions.

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.
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ISO 10303-1:2021(E)
Introduction

ISO 10303 is an International Standard for the computer-interpretable representation of product

information and for the exchange of product data. The objective is to provide a neutral mechanism

capable of describing products throughout their life cycle. This mechanism is suitable not only for neutral

file exchange, but also as a basis for implementing and sharing product databases, and as a basis for

archiving. The information generated about a product during its design, manufacture, use, maintenance,

and disposal is used for many purposes. The use can involve many computer systems, including some

that can be located in different organizations. In order to support such uses, organizations need to be

able to represent their product information in a common computer-interpretable form that is required

to remain complete and consistent when exchanged among different computer systems.

This document is an overview of ISO 10303. It specifies the overall scope of ISO 10303 and describes

the ISO 10303 architectures and structure. It describes the various series of parts of ISO 10303 and the

relationships among them.

ISO 10303 is organized as a series of parts, each published separately. The structure of ISO 10303 is

described in this document.

Each part of ISO 10303 is a member of one of the following series: description methods, implementation

methods, conformance testing methodology and framework, integrated generic resources, integrated

application resources, application protocols, abstract test suites, application interpreted constructs,

application modules and business object models.
A list of all parts in the ISO 10303 series is available from the following URL:
http:// standards .iso .org/ iso/ 10303/ tech/ step _titles .htm.
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INTERNATIONAL STANDARD ISO 10303-1:2021(E)
Industrial automation systems and integration — Product
data representation and exchange —
Part 1:
Overview and fundamental principles
1 Scope
This document provides an overview of ISO 10303.

ISO 10303 provides a representation of product information along with the necessary mechanisms

and definitions to enable product data to be exchanged. The exchange is among different computer

systems and environments associated with the complete product lifecycle, including product design,

manufacture, use, maintenance, and final disposition of the product.

This document defines the basic principles of product information representation and exchange

used in ISO 10303. It specifies the characteristics of the various series of parts of ISO 10303 and the

relationships among them.
The following are within the scope of this document:
— scope statement for ISO 10303 as a whole;
— overview of ISO 10303;
— architectures of ISO 10303;
— structure of ISO 10303;
— terms and definitions used throughout ISO 10303;
— overview of data specification methods used in ISO 10303;

NOTE This includes the EXPRESS data specification language and graphical presentation of product

information models.
— introduction to the series of parts of ISO 10303:
— integrated resources;
— application interpreted constructs;
— application modules;
— business object models;
— application protocols;
— implementation methods;
— usage guides;
— conformance testing methodology and framework;
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ISO 10303-1:2021(E)
— abstract test suites;

— scheme for identification of schemas and other information objects defined within parts of

ISO 10303.
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.

ISO/IEC 8824-1, Information technology — Abstract Syntax Notation One (ASN.1) — Part 1: Specification

of basic notation
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1.1
abstract test case
ATC

specification, encapsulating at least one test purpose, that provides the formal basis from which

executable test cases are derived and that is independent of both the implementation and the values

3.1.2
abstract test method
ATM

description of how an implementation is tested, given at the appropriate level of abstraction to make

the description independent of any specific implementation of testing tools or procedures, but with

sufficient detail to enable these tools and procedures to be produced
3.1.3
abstract test suite
ATS

part of ISO 10303 that contains the set of abstract test cases necessary for conformance testing of an

implementation of an application protocol
3.1.4
agreement of common understanding

result of discussions between the partners of product data exchange or sharing, that ensures that all of

them have the same understanding of the transferred or shared information
3.1.5
application
one or more processes creating or using product data
3.1.6
application activity model
AAM

model that describes an application in terms of its processes and information flows

3.1.7
application construct

collection of EXPRESS language entities, types, functions, rules and references that are based on

resource constructs and that specialize those resource constructs as necessary to define a valid

description of an aspect of product data for specific application areas
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ISO 10303-1:2021(E)
3.1.8
application context
subset of an application activity model
3.1.9
application interpreted construct
AIC

logical grouping of interpreted constructs that supports a specific function for the usage of product

data across multiple application contexts
Note 1 to entry: See also interpretation (3.1.41).
3.1.10
application interpreted model
AIM

information model that includes the application constructs necessary to satisfy the requirements of an

application reference model
3.1.11
application module

reusable collection of a scope statement, information requirements, mappings and module interpreted

model that supports a specific usage of product data across multiple application contexts

3.1.12
application object

atomic element of an application reference model that defines a unique concept of the application and

contains attributes specifying the data elements of the object
3.1.13
application programming interface
API

set of standard software interrupts, calls, functions, and data formats that can be used by an application

program to access network services, devices, or operating systems
3.1.14
application programming interface implementation
API implementation

implementation of ISO 10303 that supplies the services of the application programming interface, in

contrast to an implementation of this standard that uses the API implementation
3.1.15
application programming interface instance
API instance

individual execution context and state of an application programming interface implementation

Note 1 to entry: The notion of “execution context” in ISO 10303 is the same as in ECMAScript.

3.1.16
application programming interface signature
APIS

description of the set of functions, protocols, and tools that programmers can use to enhance

applications to access network services, devices, or operating systems
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ISO 10303-1:2021(E)
3.1.17
application protocol

part of ISO 10303 that specifies an application interpreted model satisfying the scope and information

requirements for a specific application

Note 1 to entry: This definition differs from the definition used in ISO 7498-2:1989 because the protocols address

different contexts of use.
3.1.18
application reference model
ARM

information model that describes the information requirements and constraints of an application

within an application protocol or module
3.1.19
application resource

integrated resource whose contents are related to a group of application contexts

3.1.20
assembly

product that is decomposable into a set of components or other assemblies from the perspective of a

specific application
3.1.21
business object model
BO Model
single integrated information model for the scope of an AP
3.1.22
common resources

collection of information models, specified in the EXPRESS language, that can be reused to specify

application-specific information models within the domain of industrial data

Note 1 to entry: The resource constructs defined by an application module are those defined in its module

interpreted model schema.
Note 2 to entry: The term does not specify a specific series of ISO 10303 parts.
3.1.23
component

product that is not subject to decomposition from the perspective of a specific application

3.1.24
conformance assessment

analysis of conformance testing results to determine conformance to a particular application protocol’s

conformance class or option
3.1.25
conformance class
subset of an application protocol for which conformance can be claimed
3.1.26
conformance option requirement

incremental subset of an application protocol for which conformance can be claimed in addition to the

conformance claimed for one or more conformance classes
3.1.27
conformance

precise, text definition of a characteristic required to be present in a conforming implementation

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ISO 10303-1:2021(E)
3.1.28
conformance testing

testing of a conforming implementation by evaluating its data for the specific characteristics required

by ISO 10303
3.1.29
data

representation of information in a formal manner suitable for communication, interpretation, or

processing by human beings or computers
3.1.30
data mapping language

computer interpretable language that specifies how one information set relates to another

3.1.31
data exchange
storing, accessing, transferring, and archiving of data
3.1.32
data specification language

set of rules for defining data and their relationships suitable for communication, interpretation, or

processing by computers
3.1.33
description method
systematic procedure for specifying elements of a domain

EXAMPLE ISO 10303-11 is a description method that specifies the elements of the EXPRESS language.

3.1.34
digital signature

result of a cryptographic transformation of data that, when properly implemented, provides a

mechanism for verifying origin authentication, data integrity and signatory non-repudiation

3.1.35
domain
area of knowledge, influence, or activity
3.1.36
exchange structure

computer-interpretable format used for storing, accessing, transferring, and archiving data

3.1.37
externally defined
explicit identification of the definition given within another source

Note 1 to entry: That source provides all the information necessary to unambiguously recreate the element; the

information can be referenced rather than recreated.
3.1.38
generic resource
integrated resource whose contents are independent of a specific application
EXAMPLE ISO 10303-42.
3.1.39
implementation method

part of ISO 10303 that specifies a technique used by computer systems to exchange product data that is

described using the EXPRESS data specification language
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ISO 10303-1:2021(E)
3.1.40
implementation under test
IUT
part of an application that is studied under testing

Note 1 to entry: This is normally an implementation of one or more characteristics of the standard(s) based on a

given implementation method.
3.1.41
information
facts, concepts, or instructions
3.1.42
information model
formal model of information

Note 1 to entry: In ISO 10303, an information model is based on the Object-relationship modeling technique that

organizes the product data as represented in different system aspects.

Note 2 to entry: In ISO 10303, information models are developed using EXPRESS modeling language.

EXAMPLE ISO 10303-242.
3.1.43
integrated resource

part of ISO 10303 that defines a group of resource constructs used as the basis for product data. It

includes the two types of resource parts: generic resources and application resources

Note 1 to entry: The 4x to 6x numbering is reserved for integrated generic resources and the 1xx numbering is

reserved for integrated application resources.
EXAMPLE 1 ISO 10303-42.
EXAMPLE 2 ISO 10303-104.
3.1.44
interpretation

process of adapting a resource construct to satisfy an application-specific requirement of an application

protocol

Note 1 to entry: The interpretation process can involve the addition of restrictions on attributes, the addition of

...

DRAFT INTERNATIONAL STANDARD
ISO/DIS 10303-1
ISO/TC 184/SC 4 Secretariat: ANSI
Voting begins on: Voting terminates on:
2020-01-20 2020-04-13
Industrial automation systems and integration — Product
data representation and exchange —
Part 1:
Overview and fundamental principles

Systèmes d'automatisation industrielle et intégration — Représentation et échange de données de

produits —
Partie 1: Aperçu et principes fondamentaux
ICS: 25.040.40
THIS DOCUMENT IS A DRAFT CIRCULATED
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL,
This document is circulated as received from the committee secretariat.
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 10303-1:2020(E)
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 2020
---------------------- Page: 1 ----------------------
ISO/DIS 10303-1:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

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
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/DIS 10303-1:2020(E)
Contents Page

3 Terms and definitions ..................................................................................................................................................................................... 2

3.1 Terms and definitions ....................................................................................................................................................................... 2

3.2 Abbreviated terms ............................................................................................................................................................................... 8

4.2 Scope of ISO 10303.............................................................................................................................................................................. 9

4.3 Fundamental principles .................................................................................................................................................................. 9

4.3.1 Integrated resources ........................................................................................................................................... .......... 9

4.3.2 Support for applications .........................................................................................................................................10

4.3.3 Implementation methods ......................................................................................................................................10

4.3.4 Implementations ...........................................................................................................................................................10

4.3.5 Conformance testing ........................................................................................................................................... .......10

5 Architecture of ISO 10303........................................................................................................................................................................11

5.1 Concepts behind the architecture ........................................................................................................................................11

5.2 Elaborations of the architecture ...........................................................................................................................................11

5.2.1 Initial architecture .......................................................................................................................................................12

5.2.2 Modular architecture ................................................................................................................................................12

6.2 Description methods.......................................................................................................................................................................13

6.2.1 Purpose .................................................................................................................................................................................13

6.2.2 The EXPRESS and EXPRESS-G modeling languages (ISO 10303-11) ..............................13

6.2.3 The EXPRESS-X language (ISO 10303-14) ..............................................................................................14

6.3 Implementation methods ...........................................................................................................................................................14

6.3.1 Purpose .................................................................................................................................................................................14

6.3.2 Use of formal language ............................................................................................................................................14

6.3.3 Mapping from EXPRESS to implementation method ....................................................................14

6.3.4 Exchange structures for product data (implementation) .........................................................14

6.3.5 Standard data access interface specification ........................................................................................15

6.3.6 EXPRESS to OMG XMI binding ..........................................................................................................................15

6.3.7 BO Model implementation ...................................................................................................................................15