BS EN 62023-2012 Structuring of technical information and documentation《技术资料和文件的结构》.pdf

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1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationStructuring of technical information and documentationBS EN 62023:2012National forewordThis British Standard is the UK implementation of EN 62023:2012. It is identical to IEC 620

2、23:2011, incorporating corrigendum February 2012. The UK participation in its preparation was entrusted to Technical CommitteeGEL/3, Documentation and graphical symbols.A list of organizations represented on this committee can be obtained onrequest to its secretary.This publication does not purport

3、to include all the necessary provisions of acontract. Users are responsible for its correct application. The British Standards Institution 2012 Published by BSI Standards Limited 2012 ISBN 978 0 580 62096 6 ICS 01.110; 29.020 Compliance with a British Standard cannot confer immunity from legal oblig

4、ations.This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 May 2012.Amendments/corrigenda issued since publicationDate Text affectedBRITISH STANDARDBS EN 62023:2012It supersedes BS EN 62023:2001 which is withdrawn. EUROPEAN STANDARD EN 62023 N

5、ORME EUROPENNE EUROPISCHE NORM January 2012 CENELEC European Committee for Electrotechnical Standardization Comit Europen de Normalisation Electrotechnique Europisches Komitee fr Elektrotechnische Normung Management Centre: Avenue Marnix 17, B - 1000 Brussels 2012 CENELEC - All rights of exploitatio

6、n in any form and by any means reserved worldwide for CENELEC members. Ref. No. EN 62023:2012 E ICS 29.020 Supersedes EN 62023:2000English version Structuring of technical information and documentation (IEC 62023:2011) Structuration des informations et de la documentation techniques (CEI 62023:2011)

7、 Strukturierung technischer Information und Dokumentation (IEC 62023:2011) This European Standard was approved by CENELEC on 2011-11-23. 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 nati

8、onal standard without any alteration. Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CENELEC member. This European Standard exists in three official versions (English, French, German). A

9、 version in any other language made by translation under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the same status as the official versions. CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulg

10、aria, Croatia, Cyprus, the Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom. In

11、corporating corrigendum February 2012Foreword The text of document 3/1050/FDIS, future edition 2 of IEC 62023, prepared by IEC/TC 3 “Information structures, documentation and graphical symbols“ was submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN 62023:2012. The following dat

12、es are fixed: latest date by which the document has to be implemented at national level by publication of an identical national standard or by endorsement (dop) 2012-08-23 latest date by which the national standards conflicting with the document have to be withdrawn (dow) 2014-11-23 This document su

13、persedes EN 62023:2000. EN 62023:2011 includes the following significant technical changes with respect to EN 62023:2000: the terminology used in the publication has been adapted to the one used in EN 81346-1:2009 and EN 62507-1:2011; the figures have been adapted to the principles used in EN 81346-

14、1:2009 in order to better illustrate the interrelations between the standards; the examples in the annexes have been provided with comments; Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CENELEC and/or CEN shall not be held resp

15、onsible for identifying any or all such patent rights. Endorsement notice The text of the International Standard IEC 62023:2011 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 i

16、ndicated: IEC 62507-1:2010 NOTE Harmonized as EN 62507-1:2011 (not modified). IEC 81346-2:2009 NOTE Harmonized as EN 81346-2:2009 (not modified). BS EN 62023:2012 EN 62023:2012 (E) 2 Annex ZA (normative) Normative references to international publications with their corresponding European publication

17、s 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 When an international publication has been

18、 modified by common modifications, indicated by (mod), the relevant EN/HD applies. Publication Year Title EN/HD Year IEC 61082-1 2006 Preparation of documents used in electrotechnology - Part 1: Rules EN 61082-1 2006 IEC 61355-1 2008 Classification and designation of documents for plants, systems an

19、d equipment - Part 1: Rules and classification tables EN 61355-1 2008 IEC 61360 - Component data dictionary (CDD) - - IEC 62027 - Preparation of object lists, including parts lists EN 62027 - IEC/PAS 62569-1 - Generic specification of information on products - Part 1: Principles and methods - - IEC

20、81346-1 2009 Industrial systems, installations and equipment and industrial products - Structuring principles and reference designations - Part 1: Basic rules EN 81346-1 2009 IEC 82045-1 2001 Document management - Part 1: Principles and methods EN 82045-1 2001 IEC 82045-2 2004 Document management -

21、Part 2: Metadata elements and information reference model EN 82045-2 2005 ISO 7200 - Technical product documentation - Data fields in title blocks and document headers EN ISO 7200 - BS EN 62023:2012 EN 62023:2012 (E) 3 CONTENTS INTRODUCTION . 6 1 Scope . 7 2 Normative references . 7 3 Terms and defi

22、nitions . 7 3.1 General terms . 8 3.2 Terms related to documentation structure 10 3.3 Terms related to document structure . 11 3.4 Alphabetical index of terms . 12 4 General 12 4.1 Basic principles of structuring of systems, installations and products. 12 4.2 Objects and documents describing the obj

23、ects 14 4.3 Documentation structure and document structure 14 4.3.1 Documentation structure 14 4.3.2 Document structure . 14 4.3.3 Border between documentation structure and document structure . 15 5 Main document and complementary documents 15 5.1 General . 15 5.2 Contents of the main document . 16

24、 5.2.1 Document parts . 16 5.2.2 Document part containing complementary documents . 17 5.2.3 Document part containing characteristic properties 17 5.2.4 Document part containing constituent objects 17 5.3 Relationship between main document and complementary documents 18 5.3.1 Main document 18 5.3.2

25、Complementary documents . 18 5.4 Single-level and multi-level main documents . 19 5.5 Classification of the main document 20 6 Representations of an object 20 6.1 General . 20 6.2 Presentation of an object type at its occurrences . 20 6.3 Referencing . 21 6.4 Document metadata 21 Annex A (informativ

26、e) Example of a composite main document based on a parts list document 24 Annex B (informative) Example of a main document based on a list of documents, referencing data sheet, object lists, etc. 26 Bibliography 31 Figure 1 Illustration of an object with three aspects, and where each of these aspect

27、s are used for sub-structuring 13 Figure 2 Information content of a document describing an object . 15 Figure 3 Documentation structure for a single object 16 BS EN 62023:2012 EN 62023:2012 (E) 4 Figure 4 Main document and complementary documents; illustration of different degrees of partitioning of

28、 the information into different documents 19 Figure 5 Relations among objects and documents . 23 BS EN 62023:2012 EN 62023:2012 (E) 5 INTRODUCTION IEC 62023 can be seen as a bridge between system structuring principles and documentation structuring principles, in that it provides: a standardization

29、of common practice in manufacturing industry with regard to the organization of information / documentation according to the product structure by means of a main document; a further detailing and formalization of guidance already given in IEC 61355-1:2008, by the general establishment of the main do

30、cument concept with explicit referencing to complementary documents in a document set for a technical object; and an application of the object concept from the structuring principles of IEC 81346-1:2009 in the area of document structuring. It goes beyond the existing documents in that it shows how o

31、bjects with several aspects can be kept together in a systematic way. In Product Data Management (PDM) systems the ”objects” in the product structure, which are configuration controlled information objects, correspond logically to main documents. However, although they fulfil all necessary requireme

32、nts for being documents, the term is sometimes not used for them. BS EN 62023:2012 EN 62023:2012 (E) 6 STRUCTURING OF TECHNICAL INFORMATION AND DOCUMENTATION 1 Scope This international standard provides rules for applying a method of structuring technical information and documentation by using a mai

33、n document (leading document) for the clustering of the information for each object. 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 t

34、he referenced document (including any amendments) applies. IEC 61082-1:2006, Preparation of documents used in electrotechnology Part 1: Rules IEC 61355-1:2008, Classification and designation of documents for plants, systems and equipment Part 1: Rules and classification tables IEC 61360, Component d

35、ata dictionary (CDD). Available from: IEC 62027: -, Preparation of object lists, including parts lists1IEC/PAS 62569-1, Generic specification of information on products Part 1: Principles and methods IEC 81346-1:2009, Industrial systems, installations and equipment and industrial products - Structur

36、ing principles and reference designations Part 1: Basic rules IEC 82045-1:2001, Document management Part 1: Part 1: Principles and methods IEC 82045-2:2004, Document management Part 2: Metadata elements and information reference model ISO 7200, Technical product documentation Data fields in title bl

37、ocks and document headers 3 Terms and definitions For the purposes of this document, the following terms and definitions apply. In the definitions, terms that are defined elsewhere in this clause are shown in italics. An alphabetical index of terms is given in 3.4. NOTE Definitions taken over from o

38、ther international standards are not necessarily literally cited, but adapted to the form required for definitions according to the ISO/IEC Directives. 1In preparation. BS EN 62023:2012 EN 62023:2012 (E) 7 3.1 General terms 3.1.1 object entity treated in a process of development, implementation, usa

39、ge and disposal NOTE 1 The object may refer to a physical or non-physical “thing”, i.e. anything that might exist, exists or did exist. NOTE 2 The object has information associated to it. IEC 81346-1:2009, definition 3.1 3.1.2 system set of interrelated objects considered in a defined context as a w

40、hole and separated from their environment NOTE 1 The system is considered to be separated from the environment and from the other external systems by an imaginary surface, which cuts the links between them and the system. NOTE 2 A system is generally defined with a view to achieve a given objective.

41、 NOTE 3 The term system should be qualified if it is not clear from the context to what it refers. Examples of a system: a drive system, a water supply system, a stereo system, a computer. NOTE 4 When a system is part of another system, it may be considered as an object. IEC 351-21-20, modified 3.1.

42、3 plant assembly of different systems on a specific site IEC 61355-1:2008, definition 3.10 3.1.4 aspect specified way of viewing an object IEC 81346-1:2009, definition 3.3 3.1.5 structure organization of relations among objects of a system describing constituency relations (consists of/is a part of)

43、 IEC 81346-1:2009, definition 3.9 3.1.6 occurrence (of an object) use of an object type within a specified context (another object or system) irrespective of which object individual is being used IEC 62507, definition 3.15 3.1.7 identifier attribute associated with an object to unambiguously identif

44、y it in a specified domain NOTE In an identification system several types of identifiers may be required. IEC 62507-1, definition 3.8 BS EN 62023:2012 EN 62023:2012 (E) 8 3.1.8 identification number ID string of characters representing the value of the identifier NOTE 1 It is practice that although

45、the term says “number” the string can contain other types of characters as well. NOTE 2 The terms product number, item number; part number; article number; product identifying number, traceability number (serial or batch) are sometimes used as synonyms to identification number. NOTE 3 Identification

46、 numbers are often required to be unique (an object shall have one number only). This is an unnecessary strong requirement, it is sufficient if they are unambiguous. An object may have more than one identification number, even if this is an undesirable situation. Furthermore, it is assumed in the de

47、finition that an organization may be responsible for more than one identification number domain. This is a commonly occurring situation when organizations are merged, etc. NOTE 4 For products, identification number is normally assigned at the engineering of the object. Objects with the same identifi

48、cation number are supposed to have the same “form, fit and function” and hence being interchangeable. IEC 62507-1, definition 3.5, modified 3.1.9 identification (activity) act of associating identification numbers to an object IEC 62507-1, definition 3.4 3.1.10 product number product ID part number

49、part ID identification number of a product, based on an identification system used by a particular organization NOTE The term part is often synonym for a product that is expected to be used as a component of one or more assembled products. Part number is therefore synonym to product number. 3.1.11 reference designation identifier of a specific object formed with respect to the system of which the object is a constituent, based on one or more aspects of that system IEC 81346-1:20