Document management -- Part 2: Metadata elements and information reference model

This part of IEC 82045 provides a comprehensive set of standardized metadata elements for document management in accordance with IEC 82045-1. To enable this, a standardized EXPRESS-based information reference model [30] is provided in Annex A. The information reference model is the basis from which the metadata elements are derived.
The information reference model also provides a standardized framework for data exchange and a basis for the implementation of a document management system. This document also provides a standardized DTD (Document Type Definition) based on the XML (eXtensible Markup Language) language for the purpose of document exchange, see Annex B. It is directed towards end users of document management systems. The Annexes are in addition directed primarily to developers of software for such systems. The document is intended as a general basic resource for document management. This part of IEC 82045 does not specify physical locations nor arrangements of labels on documents, nor layouts of drawings, documents etc. Physical implementation of the information reference model or exchange formats are not part of this standard.
NOTE Although sometimes closely related to the document management, the following items are outside of scope of this standard: planning, product data management, workflow management, configuration change management, and electronic file management. These items may, however, be referred to as external objects.

Dokumentenmanagement -- Teil 2: Metadaten und Informationsreferenzmodelle

Gestion de documents -- Partie 2 : Eléments de metadonnées et modèle d'information de référence

Fournit un ensemble complet d'éléments de métadonnées normalisés pour la gestion de documents. Comprends un modèle d'information basé sur le langage EXPRESS. Fournit une structure normalisée pour l'échange de données et une base pour la mise en oeuvre d'un système de gestion de documents. Donne également une DTD normalisée sur la base du langage XML pour les échanges de documents.

Ravnanje z dokumenti - 2. del: Elementi metapodatkov in model sklicevanja na informacije (IEC 82045-2:2004)

General Information

Status
Published
Publication Date
31-Dec-2005
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
01-Jan-2006
Due Date
01-Jan-2006
Completion Date
01-Jan-2006

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SLOVENSKI SIST EN 82045-2:2006
STANDARD
januar 2006
Ravnanje z dokumenti - 2. del: Elementi metapodatkov in model sklicevanja
na informacije (IEC 82045-2:2004)
(istoveten EN 82045-2:2005)
Document management – Part 2: Metadata elements and information reference
model (IEC 82045-2:2004)
ICS 01.110; 35.240.30 Referenčna številka
SIST EN 82045-2:2006(en)

© Standard je založil in izdal Slovenski inštitut za standardizacijo. Razmnoževanje ali kopiranje celote ali delov tega dokumenta ni dovoljeno

---------------------- Page: 1 ----------------------
EUROPEAN STANDARD EN 82045-2
NORME EUROPÉENNE
EUROPÄISCHE NORM February 2005
ICS 01.110
English version
Document management
Part 2: Metadata elements and information reference model
(IEC 82045-2:2004)
Gestion de documents Dokumentenmanagement
Partie 2 : Eléments de metadonnées Teil 2: Metadaten und
et modèle d'information de référence Informationsreferenzmodelle
(CEI 82045-2:2004) (IEC 82045-2:2004)

This European Standard was approved by CENELEC on 2004-12-01. CENELEC 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 Central Secretariat or to any CENELEC 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 CENELEC member into its own language and

notified to the Central Secretariat has the same status as the official versions.

CENELEC members are the national electrotechnical committees of Austria, Belgium, Cyprus, Czech

Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,

Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Slovakia, Slovenia, Spain, Sweden,

Switzerland and United Kingdom.
CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
Central Secretariat: rue de Stassart 35, B - 1050 Brussels

© 2005 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.

Ref. No. EN 82045-2:2005 E
---------------------- Page: 2 ----------------------
EN 82045-2:2005 - 2 -
Foreword

The text of document 3/712/FDIS, future edition 1 of IEC 82045-2, prepared by IEC TC 3, Information

structures, documentation and graphical symbols, in co-operation with SC 1, Basic conventions, and

SC 8, Construction documentation, of ISO TC 10, Technical product documentation, was submitted to

the IEC-CENELEC parallel vote and was approved by CENELEC as EN 82045-2 on 2004-12-01.

The following dates were fixed:
– latest date by which the EN has to be implemented
at national level by publication of an identical
national standard or by endorsement (dop) 2005-10-01
– latest date by which the national standards conflicting
with the EN have to be withdrawn (dow) 2007-12-01
Annex ZA has been added by CENELEC.
__________
Endorsement notice

The text of the International Standard IEC 82045-2:2004 was approved by CENELEC as a European

Standard without any modification.

In the official version, for Bibliography, the following notes have to be added for the standards indicated:

ISO 7200 NOTE Harmonized as EN ISO 7200:2004 (not modified).
ISO 9660 NOTE Harmonized as EN 29660:1989 (not modified).
ISO 10303-11 NOTE Harmonized as EN ISO 10303-11:1995 (not modified).
ISO 10303-31 NOTE Harmonized as EN ISO 10303-31:1995 (not modified).
IEC 61286 NOTE Harmonized as EN 61286:2002 (modified).
IEC 61360-1 NOTE Harmonized as EN 61360-1:2002 (not modified).
__________
---------------------- Page: 3 ----------------------
- 3 - EN 82045-2:2005
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications

The following referenced documents are indispensable for the application 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.

NOTE Where an international publication has been modified by common modifications, indicated by (mod), the relevant

EN/HD applies.
Publication Year Title EN/HD Year
IEC 61346 Series Industrial systems, installations and EN 61346-1 Series
equipment and industrial products -
Structuring principles and reference
designations
IEC 61355 1997 Classification and designation of EN 61355 1997
documents for plants, systems and
equipment
IEC 82045-1 2001 Document management EN 82045-1 2001
Part 1: Principles and methods
ISO 31-0 1992 Quantities and units - -
Part 0: General principles
ISO 639-1 2002 Codes for the representation of names of - -
languages
Part 1: Alpha-2 code
ISO/IEC 2382-1 1993 Information technology - Vocabulary - -
Part 1: Fundamental terms
ISO 3166-1 1997 Codes for the representation of names of EN ISO 3166-1 1997
countries and their subdivisions
Part 1: Country codes
ISO 5455 1979 Technical drawings - Scales EN ISO 5455 1994
ISO 5457 1999 Technical product documentation - Sizes EN ISO 5457 1999
and layout of drawing sheets
ISO 8601 2000 Data elements and interchange formats - - -
Information interchange - Representation
of dates and times
ISO 10303-1 1994 Industrial automation systems and ENV ISO 10303-1 1995
integration - Product data representation
and exchange
Part 1: Overview and fundamental
principles
---------------------- Page: 4 ----------------------
NORME
IEC
INTERNATIONALE
82045-2
INTERNATIONAL
Première édition
First edition
STANDARD 2004-12
Gestion de documents –
Partie 2:
Eléments de métadonnées et
modèle d'information de référence
Document management –
Part 2:
Metadata elements and information
reference model
 IEC 2004

All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any

means, electronic or mechanical, including photocopying and microfilm, without permission in writing from the publisher.

IEC Copyright Office Case postale 56 CH-1211 Genève 20 Switzerland
• • •
CODE PRIX
PRICE CODE
For price, see current catalogue
---------------------- Page: 5 ----------------------
82045-2  IEC:2004 – 3 –
CONTENTS

FOREWORD...........................................................................................................................7

INTRODUCTION...................................................................................................................11

1 Scope.............................................................................................................................15

2 Normative references .....................................................................................................15

3 Terms, definitions and abbreviations ..............................................................................17

3.1 Terms and definitions ............................................................................................17

3.2 Abbreviations ........................................................................................................19

4 Structure of the Metadata collection table.......................................................................19

4.1 General .................................................................................................................19

4.2 No. and DMA (Document Management Activity) ....................................................21

4.3 Obl. (Obligation)....................................................................................................23

4.4 Metadata identifier.................................................................................................23

4.5 Metadata label.......................................................................................................25

4.6 Definition...............................................................................................................25

4.7 Predefined values .................................................................................................25

4.8 Reference to the EXPRESS information model......................................................27

4.9 Reference to the XML Document Type Definition (DTD) ........................................27

4.10 Cross-references to other standards or recommendations .....................................27

5 Rules for the presentation of metadata on/in documents.................................................27

6 Relations between IEC 82045-2 and other information models .......................................27

7 Conformance requirements.............................................................................................29

7.1 General .................................................................................................................29

7.2 Conformance Class 1 (CC 1).................................................................................29

7.3 Conformance Class 2 (CC 2).................................................................................31

7.4 Conformance Class 3 (CC 3).................................................................................33

8 Metadata resource for document management ...............................................................35

Annex A (normative) Document management information model..........................................73

A.1 General .................................................................................................................73

A.2 Reference model for document management.........................................................73

A.3 List of entities........................................................................................................73

A.4 Entity descriptions.................................................................................................77

A.5 Referencing to objects of interest external to the information reference model

of IEC 82045-2 ....................................................................................................147

A.6 Express source code ...........................................................................................149

A.7 EXPRESS-G graphical representation .................................................................163

Annex B (normative) XML implementation for document management data .......................171

B.1 General ...............................................................................................................171

B.2 Introduction to the XML DTD ...............................................................................171

B.3 XML Document Type Definition (DTD) .................................................................173

B.4 Application example 1: Metadata for this standard document...............................185

B.5 Application example 2: Metadata for a circuit diagram .........................................191

---------------------- Page: 6 ----------------------
82045-2  IEC:2004 – 5 –

Annex C (informative) Relations to other standards concerning metadata in this field ........199

C.1 Relation to ISO 7200:2004 ..................................................................................199

C.2 Relations to ISO 15836 – Information and documentation – The Dublin Core

metadata element set ..........................................................................................199

C.3 Relations to ISO 690-2 ........................................................................................199

Annex D (normative) Information object registration...........................................................201

D.1 Document identification .......................................................................................201

D.2 Schema identification ..........................................................................................201

Annex E (informative) Protocol Implementation Conformance Statement (PICS) pro forma 203

Bibliography........................................................................................................................207

Figure 1 – Relations between IEC 82045-2 and other information models .............................29

Table 1 – Entities assigned to CC 1 ......................................................................................31

Table 2 – Additional entities assigned to CC 2 ......................................................................31

Table 3 – Additional entities assigned to CC 3 ......................................................................33

Table 4 – Collection of metadata...........................................................................................35

---------------------- Page: 7 ----------------------
82045-2  IEC:2004 – 7 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
DOCUMENT MANAGEMENT –
Part 2: Metadata elements and information reference model
FOREWORD

1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising

all national electrotechnical committees (IEC National Committees). The object of IEC is to promote

international co-operation on all questions concerning standardization in the electrical and electronic fields. To

this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,

Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC

Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested

in the subject dealt with may participate in this preparatory work. International, governmental and non-

governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely

with the International Organization for Standardization (ISO) in accordance with conditions determined by

agreement between the two organizations.

2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international

consensus of opinion on the relevant subjects since each technical committee has representation from all

interested IEC National Committees.

3) IEC Publications have the form of recommendations for international use and are accepted by IEC National

Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC

Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any

misinterpretation by any end user.

4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications

transparently to the maximum extent possible in their national and regional publications. Any divergence

between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in

the latter.

5) IEC provides no marking procedure to indicate its approval and cannot be rendered responsible for any

equipment declared to be in conformity with an IEC Publication.

6) All users should ensure that they have the latest edition of this publication.

7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and

members of its technical committees and IEC National Committees for any personal injury, property damage or

other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and

expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC

Publications.

8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is

indispensable for the correct application of this publication.

9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of

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

International Standard IEC 82045-2 has been prepared by IEC technical committee 3:

Information structures, documentation and graphical symbols, in co-operation with

ISO subcommittees SC 1: Basic conventions and SC 8: Construction documentation of

ISO technical committee 10: Technical product documentation.
This publication is published as a double logo standard.
The text of this standard is based on the following documents of IEC:
FDIS Report on voting
3/712/FDIS 3/748/RVD

Full information on the voting for the approval of this part of this standard can be found in the

report on voting indicated in the above table. In ISO, the standard has been approved by 17 P

members out of 21 having cast a vote.
---------------------- Page: 8 ----------------------
82045-2  IEC:2004 – 9 –

This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.

In order to collect all requirements concerning the metadata on documents within one

numerical series, ISO technical committee 10 and IEC technical committee 3 agreed to

publish all parts of this International Standard within the IEC 82045 series.

IEC 82045 consists of the following parts under the general title Document Management:

Part 1: 2001, Principles and methods (published by IEC)

Part 2: 2004, Metadata elements and information reference model (published by IEC)

Further parts specific to individual application field requirements are under consideration.

The committee has decided that the contents of this publication will remain unchanged until

the maintenance result date indicated on the IEC web site under "http://webstore.iec.ch" in

the data related to the specific publication. At this date, the publication will be

• reconfirmed;
• withdrawn;
• replaced by a revised edition, or
• amended.
---------------------- Page: 9 ----------------------
82045-2  IEC:2004 – 11 –
INTRODUCTION

This part of IEC 82045 presents information for the management of documents throughout

their life cycle. It is based on the document concepts and the overall framework established in

IEC 82045-1. It is composed of the following items:

a) A table collecting metadata element identifiers and their language-dependent labels

including their definitions etc., shown in Clause 8.

b) Annex A: an EXPRESS based language-independent information model serving as an

implementation-independent information reference model used in data exchange and for

ease of implementation of document management systems. It provides the context of

metadata elements associated with document management systems.

c) Annex B: an XML (eXtensible Markup Language) DTD (Document Type Definition) based

on the information reference model and the metadata collection.
These parts use different modelling methods, with different limitations:

– The EXPRESS modelling method, using entities, relations and attributes and by which a

complex network of entities and relations can be modelled;

– The XML DTD modelling method, using elements and (XML) attributes, but with the

limitation that it has to be hierarchical;

– The table of document attributes (metadata elements) with an entirely flat structure,

incapable of expressing even hierarchical relations, but simple and sufficient for many

purposes.

In order to make the resulting descriptions equivalent, starting from the EXPRESS model:

– to make the document attributes fit into the hierarchical DTD model some entities and

relations must be specialised and also renamed to take account of their original relations.

– to make the attributes fit into the table structure, they need to be even further specialised

and the complete structure hidden in the names (identifiers) of the attributes, to the extent

necessary to make them unambiguous in the actual context.

Therefore the names (identifiers) used in the table are often slightly different, but related, to

those used to identify corresponding attributes in the EXPRESS model or in the XML DTD.

Relation to ISO 10303

Within the ISO 10303 series, parts 212 [17] and 214 [18] have been developed using a

common information model core. Both parts have been designed for the purpose of product

data management in their respective application fields. Although the actual parts of

ISO 10303 series contain some document related concepts they have not been developed

focusing on document management requirements.
———————
Numbers in square brackets refer to the bibliography.
---------------------- Page: 10 ----------------------
82045-2  IEC:2004 – 13 –

It was originally envisaged to extend the above model subset with respect to document

management requirements whilst keeping the technology used within the ISO 10303 series.

During the development of this part of IEC 82045 however, it was found that doing so would

limit the application possibilities of this standard and would force system developers to

implement implicitly also the technologies used within the ISO 10303 series.

Therefore, the EXPRESS reference model in this standard is independent of any part of

ISO 10303, although relevant concepts have been reused where possible.

This standard provides a concept that allows establishing relations from the information model

of this standard to any other object of interest available within an information model external

to this standard. The approach chosen in this part of IEC 82045 allows establishing in a

flexible way relationships to items of interest for a document management system, available in

an external information system, for example a PDM (Product Data Management) system.

---------------------- Page: 11 ----------------------
82045-2  IEC:2004 – 15 –
DOCUMENT MANAGEMENT –
Part 2: Metadata elements and information reference model
1 Scope

This part of IEC 82045 provides a comprehensive set of standardized metadata elements for

document management in accordance with IEC 82045-1.

To enable this, a standardized EXPRESS-based information reference model [30] is provided

in Annex A. The information reference model is the basis from which the metadata elements

are derived.

The information reference model also provides a standardized framework for data exchange

and a basis for the implementation of a document management system.

This document also provides a standardized DTD (Document Type Definition) based on the

XML (eXtensible Markup Language) language for the purpose of document exchange, see

A n nex B.

It is directed towards end users of document management systems. The Annexes are in

addition directed primarily to developers of software for such systems.
The document is intended as a general basic resource for document management.

This part of IEC 82045 does not specify physical locations nor arrangements of labels on

documents, nor layouts of drawings, documents etc.

Physical implementation of the information reference model or exchange formats are not part

of this standard.

NOTE Although sometimes closely related to the document management, the following items are outside of scope

of this standard: planning, product data management, workflow management, configuration change management,

and electronic file management. These items may, however, be referred to as external objects.

2 Normative references

The following referenced documents are indispensable for the application 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.

IEC 61346 (all parts), Industrial systems, installations and equipment and industrial products

– Structuring principles and reference designations

IEC 61355:1997, Classification and designation of documents for plants, systems and

equipment
IEC 82045-1:2001, Document management – Part 1: Principles and methods
---------------------- Page: 12 ----------------------
82045-2  IEC:2004 – 17 –
ISO 31-0:1992, Quantities and units – Part 0: General principles

ISO 639-1:2002, Codes for the representation of names of languages – Part 1: Alpha-2 code

ISO/IEC 2382-1:1993, Information technology – Vocabulary – Part 1: Fundamental terms

ISO 3166-1:1997, Codes for the representation of names of countries and their subdivisions –

Part 1: Country codes
ISO 5455:1979, Technical drawings – Scales

ISO 5457:1999, Technical product documentation – Sizes and layout of drawing sheets

ISO 8601:2000, Data elements and interchange formats – Information interchange –
Representation of dates and times
ISO 10303-1:1994, Industrial automation systems and integration – Product data
representation and exchange – Part 1: Overview and fundamental principles
3 Terms, definitions and abbreviations
3.1 Terms and definitions

For the purposes of this part of IEC 82045, the definitions of IEC 82045-1 and the following

terms and definitions apply.
3. 1. 1
information model

conceptual model that describes a specific organization of data to provide communication for

a given application context
[ISO 10303-1, 3.2.21, modified]
3. 1. 2
application reference model

information model that formally describes the information requirements and constraints for an

application area
[ISO 10303-1, 3.2.8, modified]
3. 1. 3
data

representation of facts, concepts, or instructions in a formalized manner suitable for

communication, interpretation, or processing by human beings or by automatic means

[ISO/IEC 2382-1, 01.01.02, modified]
3. 1. 4
context
frame of reference in which a construct is specified
[ISO 10303-1, 3.2.4, modified]
---------------------- Page: 13 ----------------------
82045-2  IEC:2004 – 19 –
3. 1. 5
construct
concept or fact that is modelled
3. 1. 6
metadata element label

context-dependent word or phrase (string of characters) associated with a metadata element

in a given language and intended for visual presentation
3. 1. 7
metadata element identifier

unambiguous language–independent name of the data element composed of a string of

characters, based on the English language
3.2 Abbreviations
The following abreviations are used in this document:
EDM Electronic Document Mangement
EDMS Electronic Document Mangement Systems
CC Conformance Class
CR Conformance Requirements
DMA Document Management Activity
DTD Document Type Definition
GUI Graphical User Interface
IRV International Reference Version
PDM Product Data Management
PDMS Product Data Management System
PICS Protocol Implementation Conformance Statement
RFC Request For Comment
XML eXtensible Markup Language
4 Structure of the Metadata collection table
4.1 General

Table 4 (in Clause 8) serves as an information resource for document management. It is

roughly structured following the lifecycle (see the number of DMA in 4.2) of a document from

its initiation until deletion of a document in accordance with the phases defined in IEC 82045-1.

The table gathers the following information:
– No. (sequential number for reference purposes);
– DMA (Document Management Activity, see 4.2);
– Obl. (Obligation, see 4.3);

– the metadata element identifier (based on the English language but considered to be

language-independent in order to be usable as identifier and therefore not to be
translated), see 4.4;
---------------------- Page: 14 ----------------------
82045-2  IEC:2004 – 21 –
– the label which is language-dependent; synonyms are separated by the character
semicolon (;), see 4.5;
– definition of the metadata element, see 4.6;

– assigned predefined data values, if available; predefined values are identical to those

occuring within the information reference model of Annex A, see 4.7;
– reference to the EXPRESS information reference model in Annex A, see 4.8;
– reference to the XML-based implementation in Annex B, see 4.9;
– references to other standards (if any); see 4.10.

The metadata element identifiers are language-independent and intended to be used as field

identifiers in the communication of metadata and as identifiers for fields used for the entry of

data. The concept structure behind each metadata element reflects the semantically correct

mapping to the information reference model in Annex A.

The associated labels are language-dependent and normally used for the human readable,

visual presentation of document management concepts, mostly occurring on documents and

on the user interface of systems. They can be adapted to different language requirements, but

need to be strictly adhered to each concept shown in the table, as otherwise the underlaying

common semantic is lost.

A wide variety of data element concepts, consequently also labels, shown in this table may

occur repetitively.

As the information reference model describes the generic overall context of a document

management system, it allows for a variety of possible combinations. Therefore neither the

collection of data element identifiers nor the associated labels are considered to be complete

with respect to the possibilities offered by the information reference model. However, the

table gathers the most applied concepts.
4.2 No. and DMA (Document Management Activity)
These numbers are used for ordering of Table 4. The DMA numbers are defined in
accordance with the following li
...

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