VDA Drawing-free Product Documentation · VDA Drawing-free Product Documentation 4953 Part 2 The...

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VDA Recommendation 4953-2 - 1 - November 2014 Copyright: VDA VDA Drawing-free Product Documentation 4953 Part 2 The first part of VDA Recommendation 4953 described working with simplified drawings combined with 3D models and a master data sheet. Part 2 of the Recommendation describes the means available to the automotive industry for producing product documentation within a drawing-free process (DFP) It describes how all the information required for product documentation is brought together in a DFP container (PDF/A-3). This consists of a 3D portion with annotated geometry representation (JT format), a metadata portion (STEP AP242 BO XML), a representation of this metadata (PDF/A), as well as additional optional, user-defined components suitable for long-term archiving. It further discusses the appropriateness for practical use of suitable data formats and makes recommendations for different use cases on the basis of examples. The use of a DFP container makes it possible to work within the process chains deployed in product lifecycle management (PLM) without discontinuities between media and additional conversion activities. There is no longer any need to derive drawings. This minimizes the extra effort required for the parallel management of product information in 3D models, in drawings and in product data management, and also improves data consistency. The following subject areas are addressed: Structuring and mapping of product data in the metadata and 3D portions Reference process for the creation of the content data for the DFP container as well as the generation, provision and use of the DFP container in the process chain. Use cases relating to the use of the DFP container Minimum contents of the 3D portion and metadata record and structure of the DFP container Revision descriptions Machine readability and handling of multilingual scenarios Typical application scenarios in the Drawing-free Process. This Recommendation was produced by the 'Drawing-free Product Documentation in Automotive Industry' Working Group of the VDA's "PLM" Group. "Drawing-free Product Documentation" Project Group of the VDA's "PLM" Group Published by: German Association of the Automotive Industry (VDA) Behrenstr. 35 Copyright 10117 Berlin Reproduction, in whole or in part, Tel +49 (30) 897842 -0 is only permitted with the prior approval of Fax +49 (30) 897842 -600 the publisher E-mail: [email protected] Internet: www.vda.de

Transcript of VDA Drawing-free Product Documentation · VDA Drawing-free Product Documentation 4953 Part 2 The...

Page 1: VDA Drawing-free Product Documentation · VDA Drawing-free Product Documentation 4953 Part 2 The first part of VDA Recommendation 4953 described working with simplified drawings combined

VDA Recommendation 4953-2 - 1 - November 2014

Copyright: VDA

VDA Drawing-free Product Documentation 4953 Part 2

The first part of VDA Recommendation 4953 described working with simplified drawings combined with 3D models and a master data sheet.

Part 2 of the Recommendation describes the means available to the automotive industry for producing product documentation within a drawing-free process (DFP)

It describes how all the information required for product documentation is brought together in a DFP container (PDF/A-3). This consists of a 3D portion with annotated geometry representation (JT format), a metadata portion (STEP AP242 BO XML), a representation of this metadata (PDF/A), as well as additional optional, user-defined components suitable for long-term archiving. It further discusses the appropriateness for practical use of suitable data formats and makes recommendations for different use cases on the basis of examples.

The use of a DFP container makes it possible to work within the process chains deployed in product lifecycle management (PLM) without discontinuities between media and additional conversion activities. There is no longer any need to derive drawings. This minimizes the extra effort required for the parallel management of product information in 3D models, in drawings and in product data management, and also improves data consistency.

The following subject areas are addressed:

Structuring and mapping of product data in the metadata and 3D portions

Reference process for the creation of the content data for the DFP container as well as the generation, provision and use of the DFP container in the process chain.

Use cases relating to the use of the DFP container

Minimum contents of the 3D portion and metadata record and structure of the DFP container

Revision descriptions

Machine readability and handling of multilingual scenarios

Typical application scenarios in the Drawing-free Process.

This Recommendation was produced by the 'Drawing-free Product Documentation in Automotive Industry' Working Group of the VDA's "PLM" Group.

"Drawing-free Product Documentation" Project Group of the VDA's "PLM" Group

Published by: German Association of the Automotive Industry (VDA) Behrenstr. 35 Copyright 10117 Berlin Reproduction, in whole or in part, Tel +49 (30) 897842 -0 is only permitted with the prior approval of Fax +49 (30) 897842 -600 the publisher E-mail: [email protected] Internet: www.vda.de

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Disclaimer

The document is a translated version of the German edition. Therefore the German of the document represents the original and shall be referenced in the case of discrepancies. Due to the translation it might be possible that the English text gives place for interpretations, because terms are grounded often deep in the original language and therefore it is not possible in any case to translate them uniquely into another language.

Content

1 Preface .................................................................................................................... 4

2 Purpose ................................................................................................................... 4

3 Scope ...................................................................................................................... 5

4 Target groups and potential benefits ....................................................................... 5

4.1 Technical development ............................................................................................ 5

4.1.1 Design ..................................................................................................................................... 5

4.1.2 Release ................................................................................................................................... 6

4.2 Procurement ............................................................................................................. 6

4.3 Production planning and control ............................................................................ 6

4.4 Operating equipment design ................................................................................... 7

5 Structure of a DFP container and fundamental requirements ................................. 7

6 DFP reference process ........................................................................................... 9

6.1 Create content data .................................................................................................. 9

6.2 Generate document .................................................................................................. 9

6.3 Provide document .................................................................................................... 9

6.4 Use document ........................................................................................................ 10

6.5 Quality assurance .................................................................................................. 10

7 Use cases for DFP containers .............................................................................. 10

8 Product representation by means of 3D model and metadata record ................... 13

9 Minimum content and implementation................................................................... 18

9.1 Minimum content and implementation of the 3D portion .................................... 18

9.2 Minimum content of the metadata record ............................................................ 19

9.3 Query capability and machine readability of properties and free texts .............. 20

9.4 Multilingual capability ............................................................................................ 21

9.5 Grouping of data, control of visibility and filters ................................................. 21

10 Information structure in the DFP process .............................................................. 22

10.1 Structure of the metadata record .......................................................................... 24

10.2 Architecture of a DFP container ............................................................................ 25

11 Special use cases in the Drawing-free Process .................................................... 26

11.1 Assemblies ............................................................................................................. 26

11.2 Variants ................................................................................................................... 26

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11.3 Geometries of connecting faces and adjacent parts ........................................... 27

11.4 Pseudo-mirrored and mirrored parts .................................................................... 28

11.5 Components without reference numbers ............................................................. 28

11.6 References to other applicable documents .......................................................... 28

12 Application scenarios ............................................................................................ 29

13 Conclusions and prospects ................................................................................... 29

14 Open issues .......................................................................................................... 31

15 References (other applicable documents) ............................................................. 31

16 Glossary ................................................................................................................ 32

Annexes....................................................................................................................... 35

List of figures

Figure 1 Representation of the product data through the combination of the 3D portion and metadata record in the Drawing-free Process .................................................................... 8

Figure 2 DFP reference process ............................................................................................... 9

Figure 3 Example use cases during the utilization of a DFP container .................................... 11

Figure 4 Structure of a DFP container (example: Volkswagen Aktiengesellschaft) ................. 25

Figure 5 Depiction of variants in the DFP container ................................................................ 27

List of tables

Table 1 Examples of the use cases for a DFP container ........................................................ 13

Table 2 Overview of drawing simplification in accordance with VDA 4953 or removal of drawing in accordance with VDA 4953-2 ......................................................................... 17

Table 3 Example language IDs ............................................................................................... 21

Table 4 Property groups and typical characteristics that may relate to geometry .................... 23

Table 5 Terms and abbreviations ........................................................................................... 35

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1 Preface

At present, drawing sets are produced in different variants. They are important documents for the technical description of components, products and their properties. Depending on its intended use, a drawing may contain different types of descriptive information relating to a product. In the past, a conventional technical drawing was the primary, and often the only, source of such information.

Following the deployment of 3D technologies, the use, for example, of CAD and PDM systems and, increasingly, the mapping of product manufacturing information (PMI) in 3D CAD models, product description information is now primarily handled in the systems used to create and manage the product data and is now to be found (if it is available at all) only as a derived representation in drawings used for documentation purposes. Nevertheless, a wealth of information (e.g. texts), whether or not it has any direct relationship to the product geometry, is managed in drawings and can therefore only be taken over into other IT systems at the expense of considerable effort.

The Recommendation envisages relocating information that has traditionally been present in technical drawings to 3D models, files, database objects or other forms of digital representa-tion so that it can be created, maintained, documented, stored and further processed in computer systems more efficiently. It describes the transition from conventional drawings (2D) to product documentation within a DFP container as part of a Drawing-free Process.

It recommends relocating organizational and technological metadata, as well as design properties that relate to components as a whole, to separate files, databases or product data management systems that are independent of the 3D model and drawing. This will simplify the management of this product data in the enterprise's preferred PDM system and the system-independent transfer of this data. If an enterprise does not as yet use any product data management system then the adoption of VDA 4953-2 will help prepare for the subsequent introduction of PDM.

In a Drawing-free Process, the task of communicating and documenting the product data, which was previously present in a 2D drawing, is now handled using a DFP container based on 3D technology, as well as through the provision of metadata. As a result, it is possible in many cases to do away with the need to derive and manage 2D drawings.

As far as possible, the alphanumerical, non-geometric information and other information unrelated to geometry in a DFP container should be combined in a metadata record and handled separately from the geometrical portion of the information.

2 Purpose

The current Recommendation describes the concepts and methods for replacing conventional (2D) drawings as the leading medium for conveying product information by documentation based on the use of DFP containers. It describes the structuring and handling of the relevant information (2D, 3D, metadata) in the DFP container together with its architecture. It does not, however, describe the handling of the information in the product management systems (e.g. PDM/DMS systems) or authoring systems. It also, for example, derives the requirements placed on authoring systems and their users in order to make it possible to generate and use DFP containers. If necessary, it should also be possible to provide electronic feedback of information from a DFP container. The CAD and PDM system architecture required for this may take very different forms. It depends on the enterprise's internal processes and IT strategies and is therefore not standardized within the present Recommendation.

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3 Scope

The present Recommendation is applicable whenever, for the documentation of components:

Information that is directly related to the geometry is created and managed in 3D models

No or only very few drawings are derived

In contrast to the case of conventional technical drawings, metadata is removed from the geometry portion and is managed and communicated separately

The term "components" as used in this Recommendation comprises individual parts (P) and assemblies (A) and on through to complete products. The starting point is the information that describes the product and not the information that describes the tool or manufacturing process. Depending on the intended utilization, a drawing may contain different contents in terms of the descriptive product information and this may be present in different levels of detail.

Annex A provides a number of examples of typical types of drawings as a function of the involved user groups and the time of creation of the drawings within the PEP. It is not possible within the scope of the current Recommendation to examine all drawing types and all their specific characteristics. The recommendations therefore focus on drawings prepared for requests for proposals, drawings of finished parts, and other aspects of drawings illustrating the scope of delivery or module drawings. Alongside finished parts drawings for individual parts, module drawings or component drawings are very important in securing OEM release, in particular with regard to communication with system or component manufacturers. The current recommendations can also be applied to other types of drawing.

4 Target groups and potential benefits

The Recommendation is intended for all persons who create and use conventional technical drawings during technical development and the subsequent downstream process chains in the PEP.

The most interesting potential benefits lie in the fact that information that is currently made available in the form of drawings, such as technical directives, test specifications, references to standards or revision descriptions, can be supplied to the product data management systems as content that can be processed electronically.

The following sections provide corresponding examples of different target groups and potential benefits. The underlying use cases are described in section 7, Figure 3 (p. 11).

4.1 Technical development

4.1.1 Design

Design engineers, persons responsible for design and development activities, software developers for development systems or technical systems, developers of CAD and PDM methods and persons responsible for CAD and PDM processes, persons responsible for PDM, DMS and similar management systems for technical specifications and documentation (role of data originator (DO))

5-10% savings1 during initial creation, small savings through the transfer of activities from 2D modeling to 3D

1 Time savings based on expert assessments made by the companies that drafted the Recommenda-

tion

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10-30% savings1 on changes due to the elimination of the need to produce CAD drawings

Entries are made in accordance with the single-source principle, no redundant data entry in the CAD and PDM systems

No additional management of 2D CAD data because changes are made directly in the 3D information or in the PDM system (easier-to-use editors)

4.1.2 Release

Persons responsible for conducting release verifications, quality assurance, persons responsible for design and development activities (role of data consumer (DC))

Reduction in the volumes to be handled during drawing and quality inspections in the release process thanks to

consistent, non-redundant metadata entry in a leading authoring system (e.g. CAD or PDM)

avoidance of errors during the transfer of all the contained information through ad-herence to the single-source principle

assurance of the reliability of the information taken from the employed source sys-tems (e.g. use only of approved materials from the materials database)

consequently, less reworking and fewer corrections during the release process

possibility of automating inspection work through the provision of machine-readable information

4.2 Procurement

Purchasers (role of data consumer (DC))

No longer any need to additionally provide potential suppliers with native 3D CAD models over and above the drawings accompanying the invitation to tender

3D portion fully present in JT, thus allowing the partner to perform component analysis and evaluation

Digital searches and/or analyses possible in the 3D documents, including across individual procurement scopes (e.g. identical materials)

If required, it is possible to access the 3D geometries of the components even without a CAD system

4.3 Production planning and control

Production/manufacturing planners (role of data consumer (DC))

Use of the 3D documents and the digitally processable metadata they contain instead of various multiple inputs requiring the use of different data sources

More content available in 3D rather than in 2D form, thereby reducing queries relating to component design and possible corrections or extensions made necessary due to "missing" information

Increased value of the information present in the DFP container in contrast to the simple black-and-white pixels of a drawing (raster graphics)

Digital searches (e.g. using search functions)

Rapid retrieval of information through referencing between metadata and geometry (PDF ↔ JT)

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Intelligent searches as a result of referencing and IT functions instead of manual searches in drawing sections and tables

One central document instead of multiple accesses to PDM systems in order to obtain different digital information elements

In addition, the native CAD data also contains other useful information (e.g. PMI) and contributes greater added value to the process chain

4.4 Operating equipment design

Operating equipment designers/planners (role of data consumer (DC))

(see production planning)

(role of data originator (DO))

(see also technical development, design)

Preparation of standard parts and standard assemblies including full annotations (e.g. dimensions, tolerances, 3D texts)

Avoidance of follow-up documentation for standard parts employed in the context of operating equipment

5 Structure of a DFP container and fundamental requirements

Unlike a conventional technical drawing, the product description for a component for the purposes of this Recommendation comprises:

One or more 3D models

A metadata record1

Possibly other additional technical documents

The dimensions in the 3D model should be presented in a way that is suitable for manufactur-ing and verification purposes. Modern NC planning systems use the 3D model as the basis for programming. As a result, the fully dimensioned description of the shape and design of the component in the form of a drawing is no longer required. In the case of free-form geometries, such a description is largely impossible. This is also unreservedly true in the case of the Drawing-free Process.

Text information is generally managed in a metadata record. The term "metadata" here refers to all non-geometrical data, both technological and organizational, that relates to the overall part.

The metadata record can be managed in a separate file or database system and can be viewed using a suitable viewer. It references the associated 3D model. It may contain descriptions of revisions as well as the entire revision history. If necessary, the relevant data can be output in paper form.

Since the metadata record can be subject to version management, all the documents that form part of the product description can be uniquely identified as such at any time. It is possible to define company-specific metadata, maintain metadata in different languages, and map data for different companies in parallel.

1 Previously referred to as master data sheet in the context of Simplified Drawings

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In the Drawing-free Process, the complete description of the component, which is binding for the purposes of component release, is achieved by combining the metadata record with the associated 3D model - the 3D portion in the DFP container - including the geometrical

references (Figure 1, p. 8). The requirements regarding the geometrical specification are

unambiguously represented in the 3D CAD model in a way that reflects the design intentions. The graphical representation of the 3D portion should comply with applicable standards (e.g. ISO16792). The mode and implementation of the graphical representation of the 3D portion in the DFP container do not form part of the current Recommendation.

A DFP container may contain additional documents in a representational form that permits long-term archiving (as an adaption of VDA 4958) if these are relevant for the context (intended use) of the container.

Figure 1 Representation of the product data through the combination of the 3D portion and metadata record in the Drawing-free Process

The formal structure of a DFP container is described in 10.2 (p. 25).

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6 DFP reference process

Because the DFP container used in the Drawing-free Process completely replaces the technical drawing, it must fulfill the requirements placed on audit-proof documentation and may also ensure long-term archiving in accordance with VDA 4958. Figure 2 (p. 9) provides a diagrammatic overview of the reference process for drawing-free product documentation.

Figure 2 DFP reference process

6.1 Create content data The "create content data" phase of the DFP reference process identifies the process, usually present within the enterprise, by which content data (such as 3D CAD models, technical performance descriptions, organization and technological metadata) is generated using authoring systems (e.g., 2D/3D CAD, PDM, Office tools, editors)

6.2 Generate document In the "generate document" process step, the relevant content data is extracted from the authoring systems, prepared and/or converted, and transferred to the DFP container. Preparation includes, for example, the grouping or target group-oriented compilation (filtering) of the metadata (see 9.5, p. 21). Creation of the DFP container can be supported by a PDM or DMS system. This also simplifies the version management of the DFP container if required. Generation can alternatively be performed by means of an independent batch process. A table of contents should be generated for the components present in the DFP container. When the DFP container is created, only the data that is relevant for the intended use (context) of the container should be taken over into it (see below "Use document" or Use Cases).

6.3 Provide document It is essential that the DFP container is provided in a suitable management system (e.g. PDM, DMS, archive, file system) before the following phases can take place. It is possible to automate the provision process and this improves process reliability.

The distribution, version management and control of the lifecycle of a DFP container must be adapted to the requirements of the relevant process chain.

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6.4 Use document In the "use document" step, the requirements placed on the DFP container may vary greatly. A DFP container must be produced that meets the needs of the use case that is to be supported (Figure 3, p. 11). It must always be possible to view all the content (content data). It is also recommended that the content should permit derivations for subsequent data-based processes.

Changes to existing content within a DFP container itself are not permitted. Changes may be made only in the source or authoring systems. The new version of the DFP container must then be derived or generated on the basis of these revisions.

In the same way as a conventional drawing constitutes an important source of descriptive product information for a number of different sectors and users, so too can DFP containers be used to meet the needs of different application scenarios.

6.5 Quality assurance Throughout the DFP, it is necessary to ensure the quality and consistency of the information used for and present in the DFP container, including during the use of the container contents. The necessary measures, the verification criteria and the scope of the checks performed during data verification and validation (see Table 1, p. 13) must be defined, for example, in the light of the significance and sensitivity of the information. Recommendations on the quality assurance of DFP containers and on the use of the corresponding quality management tools do not form part of the present VDA 4953-2 (section, 14, p. 31).

7 Use cases for DFP containers

Figure 3 (p. 11) presents important example applications for DFP containers in the form of a use case diagram in accordance with UML. The following dependencies (relations) are depicted:

Hierarchy/inheritance in use case diagrams, indicates a specific instance of the associated use case, i.e. the use case in question is a specific instance of the associated use case and inherits its properties

<<include>> in use case diagrams, specifies that the associated use case is included (mandatory condition, prerequisite)

<<extend>> in use case diagrams, defines a (possible) extension via the associated use case (option)

Table 1 (p. 13), which follows Figure 3 (p. 11), presents typical examples for the creation and use of a DFP container and further details the scope of the present version of VDA 4953-2.

<<incl.>>

<<ext.>>

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Figure 3 Example use cases during the utilization of a DFP container

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Item

Use cases Brief description Role: data

ori

gin

ato

r

(DO

)

co

nsu

me

r

(DC

)

1 Viewing Viewing or presentation of the information in a DFP container (3D model and metadata)

X X

2 Individual generation of DFP containers

Company-specific generation of a DFP container using tools that extract the content data from the authoring system, convert it to the representational form required for the DFP container and generate the container itself

X

3 Standardized generation of DFP containers

Generation of a DFP container as in item 2 but using standardized methods and tools

X

4 Opt. printing of the metadata and views

Optional printing of the metadata and all the views of the 3D portion as required

X X

5 Filtering on information clusters

Interactive or automatic filtering or searches for the contents of a DFP container

X X

6 Redlin-ing/commenting

Incorporation of notes or comments (redlining) in a DFP container, if necessary with feedback of the comments to the author of the container

X

7 Provision to downstream processes

Provision of the component information in a DFP container to the processes located downstream of the design stage

X

8 Data export from DFP container

Export of metadata (XML) and/or geometry data (JT) from a DFP container for computer use or for further processing of the content

X

9 Derivation of service documents

Generation or derivation of service documents as a possible use case for provision to downstream processes

X

10 Delivery to Planning and Manufacturing

Transfer of the information in the DFP container to Planning or of an order to Manufacturing

X

11 Ensure binding nature

Ensure that the DFP container is binding X

12 Component release

Use of a DFP container to document a binding component version as an example of ensuring the binding nature of the container

X X

13 Validate data Check the data (contents) in the DFP container against the authoring systems, e.g. via validation properties as per VDA 4958 or ISO EN/NAS 9300 (LOTAR), usually by means of corresponding validation tools (checkers)

X

14 Verify data Check a DFP container for compliance with VDA 4953-2

X

15 Documentation Archiving

Ensure that a DFP container is documented and archived in compliance with VDA 4958 or ISO EN/NAS 9300

X

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Item

Use cases Brief description Role: data

ori

gin

ato

r

(DO

)

co

nsu

me

r

(DC

)

16 Data exchange Use of DFP container for data (content) exchange with internal and external partners

X X

17 Create request for proposal

Creation of a request for proposal as a special case of data exchange with suppliers

X X

18 Control communication

Control communication (workflows) within the framework of data exchange, e.g. in a change process as per VDA 4965

X X

19 Data processing in change/cooperative processes

Use of a DFP container for two-way communication in cooperative scenarios in which it is possible to extend or add comments to the data in the container (e.g. redlining), while taking account of item 21

X

20 Check change request

Check a change request as a possible trigger for data processing in a change/cooperative scenario

X

21 Change data in authoring systems

Revisions or extensions to the metadata and/or geometry (notation) that result in a new DFP container (new/modified version)

X

22 Implement change request

Implementation of solutions to fulfill a change request X

Table 1 Examples of the use cases for a DFP container

If a DFB container is used for archiving and as a binding document then VDA 4958 shall apply. In this case, the processes should be designed in such a way that it is not possible for the content to be changed or the information to be corrupted on transfer from the authoring/source system to the DFP container. In the event of the (long-term) archiving of the DFP container, it is necessary to ensure that the contents are validated and verified in accordance with VDA 4958.

This presentation of application scenarios makes no claim to completeness. The utilization and scope of use of a DFP container are the responsibility of the owner (author). The minimum requirements are described in section 9 (p. 20).

8 Product representation by means of 3D model and metadata record

Within the process chain from creation through to manufacturing, the 3D model constitutes the primary documentation of the geometry. The metadata record is the main description of the non-geometrical data.

Information that relates directly to the component geometry (e.g. dimensions with special tolerances or properties that describe only subsections of the part geometry) is depicted in the 3D model in the Drawing-free Process.

It is necessary to make sure that the metadata record and the 3D model can be exchanged and viewed all the way along the process chain and that all changes can be incorporated in a consistent way. This includes the possibility of conversion operations.

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All applicable drawing and release guidelines, CAD and other standards must be observed during the creation, modification, documentation and release of the 3D model and metadata record.

Redundant information should be avoided. If this is not possible then it must be identical in the 3D model and in the metadata record.

In the event of a change of hardware and/or software, it is necessary to ensure that the existing product data can still be read and analyzed. Archiving must be ensured in accordance with DIN 6789-6 and VDA 4958.

Based on DIN 6789, Table 2 (p. 17 ) provides an overview of the changes in the component properties that have to be described compared to a conventional drawing.

Section 10.1 (p. 24) describes how the metadata record for Drawing-free Processes should be implemented and provides recommendations for the 3D portion of the DFP container.

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Properties of a component

Terms in DIN 6789, Part 2

Conventional drawing VDA 4953 simplified drawing, 3D-CAD model and master data sheet

VDA 4953-2 DFP - Drawing-free process

Form/shape Description of geometry, views, sections, details

Views, sections, details (possibly derived from the 3D CAD model)

Fully modeled in the 3D CAD model (solid or surface model), dimensionally accurate to nominal dimensions. The 3D CAD model is the primary geometrical description.

Views, sections, details derived exclusively from the 3D CAD model. Possibly transparent mode. Defined view layout.

Use more spatial views.

Fully modeled in the 3D CAD model and mapped in the 3D model (solid or surface model), dimensionally accurate to nominal dimensions.

Views, sections, details in the 3D CAD model with "Named Views"/"Captures".

Position Position of objects Presentation of drawings of assemblies in views, sections, details (if necessary in coordinate system/vehicle grid)

Same as conventional drawing

3D A, DMU

3D A, DMU

Dimensions Dimension line, subsidiary line, dimension figure

Part completely described using dimensioned presentations in views, sections, details

In drawing: main/functional dimensions and dimensions for which specific tolerances have to be defined

In 3D portion: main/functional dimensions and dimensions for which specific tolerances have to be defined.

Tolerances Dimensional tolerance, geometrical tolerance

Specifications in views, sections, details, possibly using dimension figure

Same as conventional drawing In 3D portion, in accordance with ISO 16792 etc.

General tolerances In title block Master data sheet Metadata record

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Properties of a component

Terms in DIN 6789, Part 2

Conventional drawing VDA 4953 simplified drawing, 3D-CAD model and master data sheet

VDA 4953-2 DFP - Drawing-free process

Organizational metadata

Company, copyright notice

Document number, release status, date of issue, created by, checked by, data processing key, ID number, name title

In title block / frame of drawing

Master data sheet

Note referring to current 3D data record. Note: 'Simplified drawing according to VDA 4953'

Metadata record

Note: 'Drawing-free process according to VDA 4953-2'

Design metadata relating to the overall part

Unit, weight, quantity, material, hardness, tempering, material treatment, semifinished product, surface treatment, coating, after-treatment, surface finish

In title block / frame of drawing

Master data sheet Metadata record

Revisions. identification on geometry

Revision index Revision index for geometry in views, sections, details

Same as conventional drawing; also specification of 3D coordinates

In 3D portion, identified via referencing (e.g. unique label with reference)

Revisions: description

Revision index Revision table in title block or separately, reference via revision index

Master data sheet Metadata record

Notes and instructions relating to overall part

Technical specification, supply agreement, technical directives, company standards

As text in drawing Master data sheet Metadata record

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Properties of a component

Terms in DIN 6789, Part 2

Conventional drawing VDA 4953 simplified drawing, 3D-CAD model and master data sheet

VDA 4953-2 DFP - Drawing-free process

Characteristics, notes and technical directives relating to geometry

Material, hardness, tempering, material treatment, surface treatment, coating, after-treatment, surface finish, technical specification, company standard, parts identification, technical directives

As text with reference to geometry in views, sections, details

Same as conventional drawing In 3D portion: via referencing (e.g. unique label and text in metadata record)

Table 2 Overview of drawing simplification in accordance with VDA 4953 or removal of drawing in accordance with VDA 4953-2

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9 Minimum content and implementation

The following sections provide an overview of the minimum requirements and implementation of the modules described in 5 (p. 7) and 8 (p. 13) (3D CAD model, metadata record, 3D portion of the DFP container).

9.1 Minimum content and implementation of the 3D portion

The 3D CAD model is fully modeled as a solid model and is taken over into the 3D model (see 6.2, p. 9). Surface models can only be used in special cases. Wire frame models are generally unsuitable for comprehensive documentation.

With regard to data quality, the agreed or context-dependent standards and recommendations must be adhered to.

It is possible to reduce the geometry of required connecting or assembly faces to the mating surfaces.

The component must be represented completely and dimensioned accurately (nominal dimensions). This means that all shaping elements such as angled surfaces, fillets, holes and ribs must also be represented. Threads and teeth are not fully modeled but are shown or identified accordingly in the 3D model

All the information that is to appear in the 3D portion of the DFP container must be generated in full in the 3D CAD model in the source/authoring system. Alongside the geometrical description, this also comprises geometry-related annotations, so-called PMI, component properties and similar information.

The identification of individual geometry elements must be taken over in a consistent, traceable way from the 3D CAD model into the 3D model.

The 3D portion of a DFP container as specified in VDA 4953-2 must possess at least the following content in addition to the simple geometrical description of the 3D form:

Identifier of the 3D portion

Revision level of the 3D portion in the DFP

A view named "Initial" that contains all the information

Geometrical dimensions and tolerances

Characteristics, notes and technical directives relating to geometry

Date created

Identifier of the metadata record or reference to a metadata record with the same number

The note "3D model as per VDA 4953-2" (translated if necessary)

In addition to the note of ownership in the metadata for the entire DFP container, it is also advisable to include a note of ownership within the 3D model.

It is also necessary to specify all the information that is required for the understanding, manufacture and/or utilization of the component. It may only be used together with the metadata portion. The standard used for modeling must be specified in the 3D portion (e.g. ISO, ASME, ANSI) and may also be indicated in the metadata record.

The 3D portion in the DFP container must be implemented in the light of the following requirements:

Geometrical representation

Depending on the use case and the agreements made, the partners in the process must decide whether to implement the geometry as BREP or as a tessellated ge-ometry.

Views and sections

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These must be realized in an identifiable way in accordance with a documented classification scheme

Only the views and sections that are relevant for the intended use (context) of the container are taken over into it.

All the views and sections that are available in the container must be present in a list from which they can also be selected.

Geometrical dimensions and tolerances

These must be realized in accordance with agreed standards.

The content of the 3D portion should be described by specifying the toleranced main and functional dimensions and should permit a general evaluation of the component.

Furthermore, only those dimensions that must be specifically toleranced should be given.

Identification of revisions

Revisions to the 3D portion must be identified in the 3D model in accordance with the established processes and agreements.

Referencing (link between the revision and the geometrical representation) must be performed in accordance with a documented classification scheme.

Characteristics, notes and technical directives relating to geometry

These must be realized in accordance with agreed standards.

Referencing (link between the revision and the geometrical representation) must be performed in accordance with a documented classification scheme.

Multilingual capability

Text specifications must be entered in a uniform (generally, a legally appropriate) language.

Other languages may be available either in full or in part.

Component properties, such as dimensions, tolerances and specifications that are assigned to a geometry element, must be presented as set out in ISO 16792 and it must be possible to query them (see 9.2).

9.2 Minimum content of the metadata record

Metadata is organizational and technological information which may optionally also relate to geometry. The metadata record must at least contain the following specifications:

Owner (company name) / company

Identifier of the metadata record

Revision level of the metadata record

Created by

Date of issue

Responsible person

Part number

Name / part

Part revision level

Tolerancing principle

Unit system used

Identifier of the 3D CAD model

Revision level of the 3D CAD model

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Binding language

Confidentiality level

Identifier of the 3D model in the DFP container

Revision level of the 3D model in the DFP container

Reference to the quality standard with which the 3D portion complies

Component-related properties

Notes on revisions are recorded in the metadata record and indicate:

Revision identifier

Order number of revision (number of the design order for the completed revision)

Date of revision order (date on which the revision order was issued)

Revision level (revision level of metadata record or 3D model to which the text of the revision refers, in accordance with owner's definition)

Position (identification of the link between the revision text and the position of the revision in the metadata record or the 3D model)

Revised by (name of the person carrying out the revision)

Revision date (date on which the revision was made)

Language (language in which the revision text was written)

Revision text (short description of the revision)

Keywords and other information are described in section 10 (p. 22).

9.3 Query capability and machine readability of properties and free texts

Properties in the 3D model, such as dimensions, tolerance specifications and other PMI, are usually related to the geometry and can be mapped as properties in the 3D model. These properties should be entered in machine-readable form. A suitable viewing capability as per ISO16792 should be supported. To improve the viewing and machine readability of free texts that do not comply with any ISO standard, these should be structured as follows:

Separator for information = ";" (semicolon)

Separator for lists = "," (comma)

Nesting of information = "< >" (greater than, smaller than symbols)

Keywords used to identify information

Examples of free texts structured in this way are:

Basic definition: specification of a tightening torque in the form "Tightening torque; MA; GS 90003; 7.6NM; III-C"

As nested information: "L;8;PN1.52;1728817;hex bolt with collar M6x14;<tightening torque;MA;GS90003;7.6NM;III-C>"

List: "Oblong hole;6±0.2x6.5±0.2;nozzle fixing SWA, KTL, assembly hole"

The instructions for forming (string syntax) the keywords and separators (legend) must be provided with the DFP container (in the metadata or optional elements). The specifications arrived at regarding the machine readability of properties in the model should comply with ISO 16792 and with the agreements reached by the CAD and processor manufacturers in the

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"Recommended Practices" of the CAx Implementor Forum. Any machine readability of structured free texts and properties that go beyond the above agreements must be defined as an enterprise-specific solution.

Alternatively, properties such as reference points can also be read from the CAD model and be viewed as XML in the metadata portion, e.g. as a table or list. Such representations must be assigned a geometry reference that can be found in the 3D portion as required.

Machine readability is ensured by one or more "properties" in the 3D model element and with a graphical depiction of the property or properties as PMI, as (free) text (string) at the reference OR as XML in the metadata portion with a corresponding reference to the geometry.1

If a property is only depicted graphically as PMI then it can generally only be read and understood by human users.

9.4 Multilingual capability

The language declared as the enterprise-specific, binding language must be supported as the primary language in the DFP container. A DFP container may also contain other languages. The language(s) must be uniquely identified in the metadata in accordance with the corresponding standard. As far as possible, the language variant(s) used for annotations (PMI) in the 3D model must be identical to those used in the metadata section and at least correspond to the language declared as the binding language.

Language IDs are specified in accordance with DIN 2335 / ISO 639.

de German

en English

es Spanish

fr French

Table 3 Example language IDs

9.5 Grouping of data, control of visibility and filters

The standard functions of the employed viewers for searching in and filtering the contents of a DFP container are generally available. For this to be possible, information must be machine-readable and permit queries (see 9.3, p. 20).

The primary grouping of the information takes place in the 3D model through the structuring of the geometry elements and in the metadata portion by combining the information through the PDF display of the XML representation in the DFP container.

If, in addition to these capabilities, predefined information groups or filters are required then these must be defined in the authoring system. In the case of the 3D model, the view and section mechanisms (see 9.1 p. 18) must be used for predefined filters. The capabilities available in the metadata portion can be extended by adding further sections or pages in the PDF display of the XML representation.

1 The CAD methods and translators that are currently employed in productive use do not yet all support working with properties and the ability to display such properties as PMI.

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10 Information structure in the DFP process

Part 1 of VDA 4953 contains definitions of the attributes that have in the past been entered as texts in drawings and which, in the future, will be mapped in the metadata record. The attributes were selected on the basis of the DIN 6789-2 standard, ISO 7200-1 and 2, VDA 4958, and the enterprise-specific documents of the companies forming the Working Group.

For reasons of clarity, the metadata in the master data sheet in VDA4953 were subdivided into the following areas on the basis of DIN 6789:

1. Organizational information

2. Technological information

3. Geometrical information

The same subdivision can be applied to the DFP process. The organizational information also contains the data used to identify the elements in a DFP container as described in section 5 (p. 7) and 8 (p. 13). The possibility of identifying the component, 3D model and metadata record using different identifiers and revision levels ensures that it is possible to manage related documents in a way that is independent of the numbering system and data storage mechanism.

The geometry information forms part of the 3D model (see 9.1, p. 18). This geometry information can be referenced in the metadata portion (e.g. list of available views and sections in the 3D model, notes on revisions that relate to geometry).

Table 4 presents a selection of typical component information and properties that may relate to geometry. This list makes no claim to completeness as it will vary depending on the type of component. This grouping should help to categorize other information and properties.

Explanation Main characteristic

Information Examples

Notes on identification and position

Identification Identification of parts Stamp, position, plate, engraving, embossing

Position identification in geometry

Reference: "Position 1"

Properties that explain the mode of functioning

Function Notes on function Center of rotation, connector, limit position

Description of geometrical constraints

Geometry Geometrical indicators Center of gravity, moment of inertia, partial volume, partial area

Tolerance specifica-tions

Dimensional tolerance, geometrical tolerance and positional tolerance

Additional geometrical constraints

Connecting surfaces of adjacent components

Notes on specific material properties

Material Auxiliary materials Bonding seam using adhesive Xy

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Explanation Main characteristic

Information Examples

Notes on coatings, local application of materials

Specification of build-up welding

Notes on permeability Permeability of a surface with a through-hole

Notes on manufacturing details

Manufacture Manufactured geometrical element

Specification of bore, hole, groove

Notes on tools Direction of mold release, bore with center drill Xx

Surface treatment Specification of surface protection, chromated

Notes on local changes of thickness

Specification of foam settings

Notes on assembly properties

Assembly Notes on adjacent components

Reference number

Notes on assembly details

Maximum tightening torque y [Nm]

Description of test and operating properties

Operation Technical directives "Insert in transport mechanism here"

Weight specifications Weights of part geometries

Notes on revisions made

Revision Revision relating to geometry

"Rib added"

Table 4 Property groups and typical characteristics that may relate to geometry

The table in Annex B provides detailed recommendations on the following aspects of the relevant information.

The "Metadata record" column describes whether the maintenance of the information in the metadata record of a DFP container is

mandatory (m)

desirable if possible (x = extend)

optional (op), or whether it should

not (n)

be maintained.

This indication of relevance has been adapted from VDA 4958-3 section 4.4.3. The information marked as "m" must always be provided. It may be necessary to make corresponding adaptations in the source/authoring system or, if required, in the process chain. The absence of such information must be explicitly indicated.

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If an item of information marked as "x" is present then this must also be documented, i.e. data preparation and documentation functionalities must be provided. Information items marked as "x" may also be declared as "mandatory" on a company-specific basis.

Optional information may be relevant at an industry-, product- or company-specific level. Information marked as "op" may be declared as "x" or "m" on a company-specific basis.

The "Occurrences per company" column indicates whether an attribute for a company may occur

once (1),

not at all (0), or

any number of times (n)

in a metadata record.

Independently of this specification, an attribute that may only occur once in a metadata record may also be present translated into other languages.

The "Multilingual" column identifies the attributes for which multilingual contents are possible.

10.1 Structure of the metadata record

The structure of the content of the metadata record is described below. No specifications are given concerning the actual structure of a metadata record in a given data format.

The metadata record contains the geometry-independent and, by way of an extension to the master data sheet described in VDA 4953, also the geometry-related metadata for the design.

In the case of Drawing-free Processes, the following structure should be used for the display of the metadata in the DFP container.

Organizational information

Document-related specifications

Technical, material-related, part-related specifications

Technological information

Material-related specifications

Quality-related specifications

Surface-related specifications

This structure forms the basis for the detailed presentation of the contents of the metadata record in the data dictionary in Annex B.

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10.2 Architecture of a DFP container A DFP container is a combination of the geometrical, technological and organizational (previously drawing) data for a component (individual part or assembly) in a standardized, published representational form.

3D portion with annotated representation of the geometry (JT format as set out in ISO 14306)

Metadata portion

o Metadata record Structured metadata, separated from the 3D portion (STEP AP242 BO XML format as set out in ISO 10303-242)

o Presentation of the metadata (PDF/A as set out in ISO 19005)

Optional elements (standard formats suitable for long-term archiving)

This data is combined within a DFP container in the form of file attachments with a uniform representational form based on PDF/A-3 (ISO 19005-3). Figure 4 provides an example of this type of structure.

Figure 4 Structure of a DFP container (example: Volkswagen Aktiengesellschaft)

The presentation of the metadata in the form of a display of the metadata record is the central component, while simultaneously providing the first or "home" page for the DFP container. All the other components of the DFP container (3D portion, metadata record and optional elements) must be implemented as file attachments as described in ISO 19005-3.

At least the 3D model and the metadata record must be present in machine-readable (derivable) form and the (human) recipient must be able to display them using license-free and/or commercially available tools.

The DFP container permits two-way data communication with partners, e.g. via the standardized XML STEP AP242 Business Object Model, and the provision of visual information and data to the process chain downstream from design as a comprehensive replacement for technical drawings (see also section 12, p. 29).

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11 Special use cases in the Drawing-free Process

11.1 Assemblies All the requirements and recommendations from the preceding chapters apply to assemblies (A) and assembled constructions in just the same way as they do for individual parts (P). In addition, the following recommendations also apply to assemblies:

Only items that are relevant for installation (component geometry, PMI etc.) and assembly-related information should be present.

The PMI for the installed components (individual parts, subassemblies) themselves should not be present.

A DFP container for an assembly contains only one structure level (modular), at which the installed components are interpreted exclusively as references since the binding documentation is provided in the DFP container corresponding to the component.

The 3D portion for an assembly contains the component geometry (individual parts or assemblies) necessary for the assembly's context in the correct position.

In the initial view, the assembly must be depicted in its assembled state.

As an option, it is also possible to depict further views with the components in other positions, e.g. for exploded representations, limit positions or functional positions.

The 3D representation is realized as a JT monolith.

The installed components must be individually identifiable in the assembly and it must be possible to show or hide them.

The PMI for assemblies reference component geometry elements, such as reference surfaces, center lines or similar.

As a minimum, all the surfaces and reference elements necessary for the components (see above) must be depicted accurately and in full.

The components of the assembly must be listed as references in the metadata portion of the DFP container (11.6 p. 28).

11.2 Variants Variants may take many different forms and be described in very different ways depending on the specific component and context. In such cases, the variance may relate to different levels of the product structure such as the product as a whole, individual modules, assemblies and/or replacement parts. The variance may exist with reference to one specific characteristic or as a combination of the following and other criteria:

Geometries within a component (e.g. length of a part)

Position of components in assemblies (e.g. different fixing points)

Applicability of individual components for use in an assembly (e.g. a part is sometimes present and sometimes not)

Functionality (e.g. different performance parameters for the same geometry, position-ing and applicability for use)

When describing variance, a distinction is made between the depiction of

concrete (discrete) variants

continuous variance or a very large number of variants or range of combinations

The geometrical depiction of individual, concrete (discrete) variants can take one of the following three forms:

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In a similar way to current drawing views, through the use of suitable views that are depicted in exactly one 3D portion

In separate 3D portions within a DFP container

In separate DFP containers, in which case they are treated as independent compo-nents

At least one embodiment of this variance must be geometrically depicted in the authoring system (as a generic depiction) and taken over into the 3D portion The presence of variance must be made evident in a suitable way, e.g. by indicating dimensions with variables rather than with exact measurements.

The variance must be documented in one or more tables, i.e. it must be present in the metadata in the DFP container (XML and PDF representation).

The description of the variants can also be located in the optional elements (e.g. as a table in PDF form or similar). Where necessary, the descriptions of the variants may be accompanied by a reference (geometry reference) (annotation in the 3D portion).

Every documented variant must be assigned a unique ID (e.g. a reference number or used-at location).

Figure 5 Depiction of variants in the DFP container

Figure 5 illustrates the three ways of depicting component variants using one or more DFP containers In cases 1) and 2), the geometries of the variants are fully modeled and are explicitly present in the 3D portion.

In 3), the different variants may not be fully modeled. Instead, one or more positions are depicted by way of an example. These example positions may be, for example, the two end or extreme positions. In this case, the variants are described via a generation instruction (variant table). In case 3), all the variants must be depicted in combination in the initial view in the 3D portion if this contains multiple variants.

11.3 Geometries of connecting faces and adjacent parts In the context of the present Recommendation, connecting or environment geometry covers everything that does not belong to the component geometry in the DFP container. It usually serves to depict edge, installation, fastening constraints or similar requirements in order to support a so-called "design in context". The depiction of the connecting geometry and adjacent parts also serves to document the compliance of the components with the (predefined) boundary conditions or installation environment.

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If the connecting geometry and adjacent parts are to be depicted then the following requirements and recommendations apply:

They should be represented separately from the actual component geometry and structure.

It should be possible to filter them out in the depiction in order to hide them or control their visibility.

The geometry of connecting faces or adjacent parts should be represented as a wire frame.

11.4 Pseudo-mirrored and mirrored parts A distinction is made between mirrored and pseudo-mirrored parts Mirrored parts have mirror symmetry, i.e. they can be geometrically mapped 100% using a mirror matrix for generation purposes. The following requirements and recommendations apply to mirrored parts:

Mirrored parts can be present in the same DFP container under two different reference numbers (parts numbers) but with a single 3D portion containing the description of the geometry and the generation instructions for the mirrored part.

The fact that the shared 3D portion applies equally to the two reference numbers must be explicitly documented in the metadata.

Alternatively, mirrored parts can also be explicitly represented in two separate 3D portions or even in separate DFP containers. If these alternatives are used then no generation instructions are needed. However, if they are represented in two separate DFP containers then the mirrored parts are treated as separate parts.

Pseudo-mirrored parts are mirrored parts with minor constructional differences. The following requirements and recommendations apply to pseudo-mirrored parts:

Pseudo-mirrored parts must be explicitly represented and may be located in one and the same DFP container or separated into two DFP containers.

If the two parts are located in the same DFP container then a geometry in the 3D portion contains an annotation indicating the constructional difference.

If each of a pair of mirrored parts or pseudo-mirrored parts is present in a separate DFP container then the recommendations set out in 11.6 may also apply.

11.5 Components without reference numbers In the description of the delivery scope, not all the components are managed under a separate reference number in a separate company context. It is therefore necessary to make it possible to identify the components that have to be described in greater detail by means of a unique identifier in the context of the delivery scope. The component identifiers must be listed in the metadata in the same way as is recommended for assemblies (see 11.1, p. 27). For selected components, it should be possible to provide not only the identifier but also additional metadata in the DFP container.

11.6 References to other applicable documents In a DFP container, it is possible to reference other documents (e.g. other DFP containers, conventional or simplified drawings, representations of manufacturing stages etc.) that contain additional information on the current component in the same way as the references currently included on drawings. These references must be listed, at least in the metadata portion, in the form of an entry under "other applicable documents".

In addition to the references in the metadata portion, these references can also optionally be stored in the 3D portion if there is a corresponding reference to the geometry.

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Variant parts that are represented in separate DFP containers as described under case 1) in 11.2 (p. 26) should cross-reference one another in the metadata. However, the method used to do this is component- and company-specific and must be agreed on a case-by-case basis.

Mirrored parts or pseudo-mirrored parts (see 11.4, p. 28) which are represented in separate DFP containers should each contain a reference to the other, corresponding part.

Other possible use cases for references could be:

References to the DFP containers of the components in an assembly

In the case of the constructional differences between pseudo-mirrored parts, it is possible to indicate a reference to the applicable PMI for the referenced mirrored part, i.e. all specifications that apply to both parts can be taken from the mirrored part

Different representations of part variants in which only the variable elements are present as PMI and everything else is present in the referenced part

However, such use cases may differ greatly and must therefore be agreed on on a case-by-case basis

12 Application scenarios

Annex C describes examples of typical application scenarios that may occur throughout the DFP reference process (Figure 2 (p. 9) and Figure 3 (p. 11)) and provides recommendations that give an overview of the elements present in a DFP container.

Table 1 in Annex C illustrates a possible scenario in the context of a request for proposals in which an OEM sends a request concerning a component to a supplier.

Table 2 in Annex C presents a possible scenario for the documentation of a finished part to be supplied to downstream processes as this was previously done with conventional manufactur-ing and release drawings.

Table 3 in Annex C illustrates a possible scenario for the description of a module as might, for example, occur between a system supplier and its customer. The focus here is on the documentation of the key properties of the module and the corresponding constraints relating to its use and installation. Compared to example scenarios 1 and 2, what is important here is the provision of the installation and/or environment geometry.

13 Conclusions and prospects

It must be stated in conclusion that it has only been possible in this recommendation to deal with some of the ideas and suggestions relating to a Drawing-free Process under discussion when this working group was set up. The reasons for this are presented briefly below.

This recommendation is based on the assumption of a hybrid system environment of the sort currently found in the participating companies. In a recommendation which is intended to apply to all VDA member companies, the ability to exchange product information across corporate and system boundaries must take precedence over single-system solutions.

All currently available commercial CAD systems make it possible to embed the information which can still be found in technical drawings or is present in the simplified drawing in the 3D CAD model and display it. This relates to dimensions and tolerances in just the same way as to properties, notes and technical directives relating to geometry or revision identifications. With this current Part 2 of the VDA 4953 Recommendation for the Drawing-free Process (DFP), technical drawings can be completely replaced by a 3D representation accompanied by an applicable metadata record.

However, some of the neutral CAD and PDM interfaces are not yet capable of transferring the 3D information and metadata referred to above fully and correctly.

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Work is being conducted both nationally and internationally in various standardizing bodies in order to develop uniform procedures for the use of these techniques. One component here is, for example, ISO 16792 which standardizes 3D depictions. It will be necessary for system vendors and interface suppliers to work together with user companies in order to implement the recommendations in an efficient and standardized way.

It must also be remembered that in order to make the intention of the design clear, it is first necessary to consider the required views of the part or assembly and the information contained. The procedures and methods for creating (simplified) technical drawings that have been available for some decades have reached a high level of maturity in terms of application and data exchange. By bringing with it all the advantages of a purely 3D approach, a similar level should be achieved in a considerably shorter time through the widespread use of the Drawing-free Process in accordance with the current Recommendation.

The DFP container represents an alternative to conventional CAD data exchange. The DFP container makes it possible to exchange 3D design information and the relevant metadata across corporate and system boundaries by means of standardized formats.

As a transitional solution from simplified drawings (VDA 4953) to the DFP (VDA 4953-2), users could initially agree, on a case-by-case basis, to use only the container architecture as set out in 10.1 (p. 24) in combination with a metadata portion and, for the moment, to replace the 3D portion with a (simplified) drawing (2D representation in a standardized format).

The rapid implementation of the current recommendations on the DFP should be encouraged. In this way, the DFP container can and should ideally become the binding, primary source of information during data exchange. When it comes to product data, the DFP container is the document, the documentation and the "means of transport" all rolled into one. The advantages of a Drawing-free Process are:

Cost savings through

efficient CAD methods

(complete/partial) elimination of the need to produce, manage and preserve draw-ings

protection of investments and simplified data storage

prevention of the migration of released data content

attainment of a higher level of system-independence

faster release and availability of product information as required for simultaneous engineering

Improved information provision to the process chain through the simple use and secure (binding) communication of product-related 3D data and metadata

Simple, fast revision processes

Increased process reliability through

automatable, single-source DFP containers as a single document

possibility of inherent protection (IPP)

compatibility for long-term archiving in accordance with VDA 4958

Efforts will be made to ensure the continuous further development of VDA 4953-2 in the light of all the above-mentioned national and international work that is being conducted in this sector.

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14 Open issues

The current status of VDA 4953-2 has made it possible to identify further open issues, application scenarios and potentials which may be the object of further development or harmonization in later versions:

Interconnection/linking of Design and Production in the field of archiving (compo-nent/vehicle/assembly-oriented)

Handling of derived product documents and data

Quality assurance for DFP containers as required in order to ensure that the contents of the authoring systems have been correctly and fully represented in the DFP contain-er.

Incorporation of the DFP requirements in corporate standardization

Roll-out of VDA 4953-2 in enterprises and in combination with their partners, i.e. if a supplier provides DFP then the OEM must also be able to accept the container. Pur-chasing should be consulted in connection with this requirement

Extension of the reference process to include the possibility of using DFP containers for two-way communications, e.g. in order to permit the extension of the information in the DFP container, for example to include comments (redlining).

Methods to ensure the IP protection of DFP containers must be developed.

Mapping of the data requirements (data dictionary Annex B) to the XML schema (STEP AP242 XML BO)

15 References (other applicable documents)

The relevant standards applicable to the documentation of product data in enterprises will continue to apply. Relevant international legal requirements must also be observed.

The comments presented in 3 (p. 7) must be observed. The definition of a falsification-proof version and the joint archiving of the 3D data together with the metadata in accordance with VDA 4958 must be ensured.

The following also apply:

DIN 2335 German language designations for the alpha-2 code according to ISO 639-1

DIN 6789 Systematic arrangement of documents

DIN 6789-2 Sets of documents for technical product documentation

EN/NAS 9300 LOTAR – Long-term archiving of digital product data Note: based on ISO 14721 (Open Archival Information System, OAIS) and VDA 4958 (Long-term archiving)

ISO 7200-1 Technical product documentation - Document headers and title blocks Part 1: General structure and content

ISO 7200-2 Technical product documentation - Document headers and title blocks Part 2: Title blocks for mechanical engineering

ISO 10303-242 Managed Model Based 3D Engineering ("STEP")

ISO 16792 Technical product documentation – Digital product definition data practices

ISO 14306 Industrial automation systems and integration – JT file format specification for 3D visualization

ISO 19005 Document management – Electronic document file format for long-term preservation

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Part 1: Use of PDF 1.4 (PDF/A-1) Part 3: Use of ISO 32000-1 with support for embedded files (PDF/A-3)

ISO 32000-1 Document management – Portable document format Part 1: PDF 1.7

VDA 4953 Simplified CAD drawing, version 2003-11

VDA 4955 Product data quality

VDA 4958 Long-term archiving (LTA) of digital product data which are not based on technical drawings

16 Glossary

Table 5 below describes terms and abbreviations as used within the context of the Recom-mendation. Such definitions do not exclude the possibility that these terms and abbreviations may be understood and interpreted in different ways in other (technical) contexts separate from VDA 4953.

Term Abb. Definition Equivalent terms

3D portion 3D model 3D CAD model

3D 3-dimensional form of representation, usually for the description and depiction of a component. 3D geometries are usually created using a CAD system. In VDA 4953-2, the 3D CAD model refers to the representation of the model in the CAD authoring system, whereas the 3D model is a system-neutral representation as represented in the 3D portion of the DFP container.

3D geometry

2D CAD model 2D 2-dimensional form of representation, usually for the description and depiction of a component. 2D geometries are usually created using a CAD system but can also be derived from a 3D geometry and form the basis for the creation of, or are part of, a drawing. In VDA 4953-2, the 2D CAD model refers to the representation of the model or the drawing in the CAD authoring system.

2D drawing, drawing,

2D model

Assembly A An assembly is a self-contained object consisting of the arrangement of two or more lower-level parts and/or assemblies in accordance with the systematic arrangement of documents set out in DIN 6789.

Item, combination of parts

Component C A component is an individual part (P) or an assembly (A)

Part, item

Standard component

CS A standard component is a component that is used in the fields of technology, construction, electronics or mechanical engineering and all of whose details are defined and described in a standard.

Variant component

CV A component that may occur in various forms and whose precise appearance or actual properties are specified or determined in more detail by the actual configuration in which it is used.

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Term Abb. Definition Equivalent terms

Computer aided design

CAD CAD is a computer-assisted working method in the fields of development, engineering design and work preparation which usually includes the sectors of design, draft design, engineering design, drawing or drawing derivation.

Data see Information

Database (system)

DB A database system is a system for electronic data management. It consists of two components: - database management system (DBMS) = the management software, and - the database (DB) itself. A database is a structured set of data that maps objects with certain properties.

Data consumer DC A data consumer uses the information generated by a data originator (DO) in the PEP or DFP process

Data originator DO A data originator is responsible for creating or generating information in the PEP or DFP process

Document management system

DMS A DMS is a database-assisted IT system used to manage documents.

Part P A part, which cannot itself be further subdivided, of a subassembly (sub-unit), assembly (unit) or a system/object. A part cannot usually be further reduced using nondestructive means.

Item, single part

Information Information constitutes the data – including its interpretation (semantics) – which is under consideration, i.e. which is of interest in the current context

Geometric Geo Refers to graphical information and form-related information in the 3D model. It is characterized by having a spatial location (x, y, z coordinates).

Non-geometrical nGeo This refers to information that has no specific geometrical location, e.g. organizational, technological or process-related information

Geometry-related

This describes information that refers to geometrical information, i.e. that contains a reference (geometry reference) to the geometry

Identifier ID An attribute that uniquely identifies an object ID number, identification

Jupiter tesselation

JT CAD system-independent format for representing 3D model data in accordance with ISO 14306

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Term Abb. Definition Equivalent terms

Metadata Metadata consists of the alphanumerical information relating to a component or product that does not directly serve to describe its shape. This comprises all the non-geometrical data (e.g. reference number, designation, material) of a design-related, technological or organizational nature but which may also be related to the geometry (e.g. revision note, partial surface property).

Master data, PDM data

Metadata record The metadata record contains the geometry-independent and, by way of an extension to the master data sheet described in VDA 4953, also the geometry-related metadata for the design.

Metadata record, master data record, master data list, metadata collection

Product data management systems

PDM

sys-tem

IT systems used to generate and manage data that describes the properties and variants of a product as well as data that represents process-related or organizational aspects.

PDM, PLM, TDM system

Product engineering process

PEP PEP is typically understood to refer to the phases in a product lifecycle from the idea for the product through development and on to the manufacture and marketing of the product.

Product process, product development

Product data management

PDM Method for administering the product information generated in PEP It also covers the documents that result from product development.

PDM system

Product lifecycle management

PLM Organization of the information in all phases from the product idea through to the point at which the product no longer exists.

PLM system

Product Manufacturing Information

PMI Information about a component or product that is relevant for its manufacture

Functional Dimensioning and Tolerancing (FD&T)

Annotation

Master data sheet

The representational form for metadata specified in VDA 4953.

Metadata sheet

STandard for the Exchange of Product model data

STEP Standard for the Exchange of Product Data (ISO 10303) The international STEP standard defines the uniform description and exchange of product model data.

Team data management

TDM Name of a data management component in a CAx system that is used for communication within (development) teams.

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Term Abb. Definition Equivalent terms

Simplified drawing

2D representational form as set out in VDA 4953. Usually used to describe the shape of and specify a component and its properties. In such drawings, the information content of the drawing is reduced by relocating the text information to a master data sheet.

Drawing DRW 2D representational form. Usually used to describe the shape of and specify a component and its properties. See also 2D CAD model.

Technical drawing, 2D, 2D drawing, drawing

Drawing-free Process

DFP Drawing-free Process as described in VDA 4953-2 based on CAD, PDM and similar systems as well as on the use of 3D documents instead of technical drawings.

DFP container Combination of geometrical (3D model), non-geometrical and geometry-related data (metadata) in a system-neutral document in accordance with VDA 4953-2.

3D document

Table 5 Terms and abbreviations

Annexes

Annex A Examples of typical drawing types in the PEP as a function of user group

Annex B Metadata in the DFP (data dictionary)

Annex C Examples of typical application scenarios