1、 First edition 2008 ISO/IEC 2008 GUIDE 77-3 Guide for specification of product properties and classes Part 3: Experience gained ISO/IEC GUIDE 77-3:2008(E) PDF disclaimer This PDF file may contain embedded typefaces. In accordance with Adobes licensing policy, this file may be printed or viewed but s
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6、 749 09 47 E-mail copyrightiso.org Web www.iso.org Published in Switzerland ii ISO/IEC 2008 All rights reservedISO/IEC GUIDE 77-3:2008(E) ISO/IEC 2008 All rights reserved iiiContents Page Foreword .v Introductionvi 1 Scope1 2 Terms and definitions .2 3 Overview.2 4 Developing a PLIB reference dictio
7、nary for ISO 13399 .3 4.1 General .3 4.2 Determining the scope of the development project 4 4.3 Selection of the project team .5 4.4 Supporting software6 4.5 PLIB information model6 4.6 Establishment of liaisons .6 4.7 Development of the classification .6 4.8 Visible properties 10 4.9 Checking the r
8、ecords11 4.10 Prototype implementation 11 4.11 Producing the standard documents11 4.12 Expenditure of effort .12 4.13 Conclusions .12 5 Development of the IEC 61360 reference dictionary .13 5.1 Introduction13 5.2 Scope and objectives13 5.3 Organizing the work14 5.4 ISO/IEC information model.14 5.5 C
9、onstraining and explaining the IEC use of the ISO/IEC information model15 5.6 Property specification attributes .15 5.7 Classification of components 17 5.8 Maintenance procedure 20 5.9 Tools and publication .23 5.10 Global unique identification .23 5.11 Conclusions .24 6 Development of the ISO 13584
10、-501 reference dictionary25 6.1 General .25 6.2 Starting and conducting a dictionary project.25 6.3 Development of the reference dictionary26 6.4 Publishing the standard29 6.5 Applying dictionary standards.29 6.6 Provision of tools, experts, and financial resources.29 6.7 PLIB information model29 6.
11、8 Planned maintenance for the reference dictionary29 6.9 Expenditure of effort .31 6.10 Conclusion .31 7 Development of the ISO 13584-511 reference dictionary32 7.1 Identifying the scope.32 7.2 ISO 13584-511 team and cooperation with TC 2 32 7.3 Classification .32 7.4 Example hierarchy of externally
12、 threaded fastener and the reference mechanism.34 7.5 Properties.38 ISO/IEC GUIDE 77-3:2008(E) iv ISO/IEC 2008 All rights reserved7.6 Hardness and thread .40 7.7 Tools .40 7.8 Conclusion .40 8 Lessons learned.41 8.1 General41 8.2 ISO/TC 37 (reference dictionary for cutting tool) .41 8.3 IEC/TC 3/SC
13、3D (reference dictionary of electrotechnical components).41 8.4 ISO/TC 184/SC 4/WG 2, ISO 13584-501 project team (reference dictionaries for measuring instruments) .42 9 Conclusions .43 9.1 General43 9.2 Efforts .43 9.3 Project setup 43 9.4 Required knowledge and training of experts43 9.5 Tools and
14、software 44 9.6 Modelling issues44 9.7 Maintenance and practical use.45 9.8 Final conclusion.45 Annex A (informative) Illustrations of activity work flows 46 Annex B (informative) References to Internet information on tools and organizations maintaining reference dictionaries .52 Annex C (informativ
15、e) Glossary of useful terms53 Bibliography 54 ISO/IEC GUIDE 77-3:2008(E) ISO/IEC 2008 All rights reserved vForeword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is no
16、rmally 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
17、 the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2. Draft Guides adopted by the responsible Committee
18、 or Group are circulated to the member bodies for voting. Publication as a Guide requires approval by at least 75 % of the member bodies casting a vote. 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 respons
19、ible for identifying any or all such patent rights. ISO/IEC Guide 77-3 was prepared by the Joint Technical Advisory Group of the ISO Technical Management Board and the IEC Standardization Management Board on product properties and families. ISO/IEC Guide 77 consists of the following parts, under the
20、 general title Guide for specification of product properties and classes: Part 1: Fundamental benefits Part 2: Technical principles and guidance Part 3: Experience gained ISO/IEC GUIDE 77-3:2008(E) vi ISO/IEC 2008 All rights reservedIntroduction This part of ISO/IEC Guide 77 contains a number of exp
21、erience reports about the development of reference dictionaries. It contains examples from ISO/TC 29 (on cutting tools), ISO/TC 184/SC 4 (on instrumentation and fasteners), and IEC/SC 3D (on the IEC reference dictionary). The common ISO 13584/IEC 61360 dictionary model (2.1) and the methodology as d
22、escribed in ISO/IEC Guide 77-1 and ISO/IEC Guide 77-2 have been used and are being used as the basis for the development of reference dictionaries. To support future developers of reference dictionaries, this part of ISO/IEC Guide 77 describes the experiences gained in some projects over the last fe
23、w years. The experiences reported are based on work from different standardization committees. The aim of this part of ISO/IEC Guide 77 is to give practical information, such as the following: a) Which kind of procedures have been adopted for the creation of the different reference dictionaries? b)
24、What basic decisions have been taken in the creation process? c) How much effort has been spent on these projects? d) How have the resources of the common ISO/IEC data model been used? e) How will the reference dictionaries be maintained? The following International Standards are used as examples: I
25、SO 13399, a reference dictionary for cutting tools developed by ISO/TC 29/WG 34; IEC 61360, the reference dictionary of components within the electrotechnical domain developed by IEC/SC 3D; ISO 13584-501, an initial reference dictionary content of laboratory and environment measuring instruments to
26、be registered into ISO 13584-501RA (Registration Authority), developed by ISO/TC 184/SC 4/WG 2; ISO 13584-511, a reference dictionary of fasteners developed by ISO/TC 184/SC 4/WG 2 with support from ISO/TC 2. The examples provided contain a variety of different approaches, based on different startin
27、g points and goals. Due to these different approaches, the clauses in this part of ISO/IEC Guide 77 describing each of the individual projects are not structured in the same way. Rather than following a uniform structure, they emphasize those aspects which were important for their specific developme
28、nt process. To give an initial overview, key points and common and differentiating aspects have been summarized in Clause 3. Clauses 4 to 7 contain the detailed reports about the development projects. NOTE In the context of this part of ISO/IEC Guide 77, the term “reference dictionary” is used to re
29、fer to the data dictionaries that have been built in the above-mentioned technical standardization committees on the basis of the data model defined in ISO 13584 and IEC 61360. In other communities (e.g. in the semantic Web world), such a reference dictionary would be seen as a special case of an on
30、tology. ISO/IEC GUIDE 77-3:2008(E) ISO/IEC 2008 All rights reserved 1Guide for specification of product properties and classes Part 3: Experience gained 1 Scope This part of ISO/IEC Guide 77 provides general advice and guidance for the description of products and their characteristics by the use of
31、ISO 13584 and IEC 61360 for the creation of computer processable product libraries, catalogues and reference dictionaries. This description will provide the details of the products and their properties in an unambiguous manner, capable of computer communication in a form that is independent of any p
32、roprietary application software. The term “product” is taken to include devices, processes, systems, installations, etc. This part of ISO/IEC Guide 77 is intended to assist in the objective of enabling the flow of technical information between internal and external business partners in a cost effect
33、ive and timely manner. The guidance in this part of ISO/IEC Guide 77 is intended to assist the following groups: convenors and members of ISO technical committees; technical experts contributing their knowledge to the development of reference dictionaries, data bases and product libraries; informati
34、on experts responsible for the generation of applications of ISO 13584, particularly related to standardized reference dictionaries; managers and technical experts in the manufacturing industry. This part of ISO/IEC Guide 77 is intended to provide practical information of the experience gained in th
35、e creation of product reference dictionaries within ISO and IEC. This part of ISO/IEC Guide 77 is intended for information only, in areas such as education. The following are within the scope of this part of ISO/IEC Guide 77: experience of developing a reference dictionary for cutting tools; experie
36、nce of developing a reference dictionary for electronic components; experience of creating a system for the maintenance of a reference dictionary for measuring instruments; experience of developing a reference dictionary for fasteners. The following are outside the scope of this part of ISO/IEC Guid
37、e 77: an overview for ISO technical committees and industrial managers for the development of computer- processable product libraries, reference dictionaries and catalogues; NOTE 1 An overview of the development of computer-processable product libraries, reference dictionaries and catalogues is prov
38、ided in ISO/IEC Guide 77-1. technical guidance for the creation of product libraries and dictionaries. ISO/IEC GUIDE 77-3:2008(E) 2 ISO/IEC 2008 All rights reservedNOTE 2 Technical guidance for the creation of product libraries and dictionaries is provided in ISO/IEC Guide 77-2. 2 Terms and definiti
39、ons For the purposes of this document, the following terms and definitions apply. 2.1 common ISO 13584/IEC 61360 dictionary model data model for product ontology, using the information modelling language EXPRESS, resulting from a joint effort between ISO/TC 184/SC 4/WG 2 and IEC/SC 3D ISO/IEC Guide
40、77-2:, 2.6 2.2 is-a relationship class inclusion relationship associated with inheritance ISO/IEC Guide 77-2:, 2.9 2.3 reference dictionary product ontology compliant with the common ISO 13584/IEC 61360 dictionary model (2.1) ISO/IEC Guide 77-2:, 2.21 3 Overview The initiators and drivers of the sel
41、ected projects are quite different groups, as outlined below. ISO 13399 was developed by the leading manufacturers of cutting tools (AB Sandvik Coromant and Kennametal, Inc.). The IEC reference dictionary (IEC 61360) was initially based on the internal Philips model. Since 1989, the work has been ha
42、nded over and further developed by the horizontal committee IEC/SC 3D in the IEC organization. ISO 13584-501 was developed in cooperation between an industrial association in Japan (JEMIMA, Japan Electric Measuring Instruments Manufacturers Association) and a PLIB software provider (TOSHIBA Corporat
43、ion). The fastener reference dictionary (ISO 13584-511) was developed by the Chinese National Institute of Standards with support of technical experts from China and from ISO/TC 2. The reference dictionary of cutting tools supports an entity-relationship information model, which describes the assemb
44、ly of the components of a modern cutting tool with defined cutting edges, whereas the other dictionaries are stand-alone reference dictionaries, which are not linked to an additional model. The examples show different approaches to maintenance: ISO 13584-511 relies on the normal maintenance mechanis
45、ms defined for paper-based International Standards, whereas ISO 13399 and IEC 61360 have installed or will install a maintenance agency to maintain the reference dictionary (2.3) as a standard. The reference dictionary related to the maintenance procedure of ISO 13584-501 itself is not standardized.
46、 It is instead registered on behalf of ISO by a registration authority in accordance with maintenance procedures defined in ISO 13584-501. These procedures are similar to the procedures defined by IEC. ISO/IEC GUIDE 77-3:2008(E) ISO/IEC 2008 All rights reserved 3All projects were truly interdiscipli
47、nary efforts, in which experts of the modelling methodology were involved alongside the technical experts. In addition, software engineers have developed various tools to support the development process, and they also implemented prototype applications to ensure the usability of the reference dictio
48、naries in actual applications. It was even suggested to involve marketing experts, in order to ensure that information about new products and new applications are considered in the reference dictionary. All projects reported the importance of software tools to support the development process. This i
49、ncludes editors for capturing information, tools for checking the correctness of data, means for distributing information, etc. Three reference dictionaries are published in the STEP file format (ISO 10303-21). IEC has decided to make IEC 61360 available in this format as well in the near future. For the reference dictionary of cutting tools, a specific convention for the creation of names and definitions was defined. Some of the standards use conventions for the generation of identifiers (e.g. to
