1、 Reference numberISO/FDIS 82045-5:2005(E)INTERNATIONAL STANDARD ISO82045-5First edition2005-07-15Document management Part 5: Application of metadata for the construction and facility management sector Gestion de documents Partie 5: Application des mtadonnes dans le secteur de la construction et de l
2、a gestion dinstallation Copyright International Organization for Standardization Reproduced by IHS under license with ISO Not for ResaleNo reproduction or networking permitted without license from IHS-,-,-ISO 82045-5:2005(E) ii ISO 2005 All rights reservedContents Page Foreword iii Introduction . iv
3、 1 Scope 1 2 Normative references . 1 3 Terms and definitions and abbreviated terms . 1 4 Relationship of this part of ISO/IEC 82045 to IEC 82045-1 and IEC 82045-2. 2 5 Document life-cycle in construction and facility management processes. 2 6 Mandatory and optional metadata for common sub-processes
4、 4 7 Classification metadata 7 8 Document relationships . 9 Bibliography . 11 Copyright International Organization for Standardization Reproduced by IHS under license with ISO Not for ResaleNo reproduction or networking permitted without license from IHS-,-,-ISO 82045-5:2005(E) ISO 2005 All rights r
5、eserved iiiForeword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject fo
6、r which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on
7、all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2. The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees ar
8、e circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held r
9、esponsible for identifying any or all such patent rights. ISO 82045-5 was prepared by Technical Committee ISO/TC 10, Technical product documentation, Subcommittee SC 8, Construction documentation. ISO/IEC 82045 consists of the following parts, under the general title Document management: Part 1: Pri
10、nciples and methods Part 2: Metadata elements and information reference model Part 5: Application of metadata to the construction and facility management sectors Maintenance of the information reference model and archiving are to form the subjects of future Parts 3 and 4. Copyright International Org
11、anization for Standardization Reproduced by IHS under license with ISO Not for ResaleNo reproduction or networking permitted without license from IHS-,-,-ISO 82045-5:2005(E) iv ISO 2005 All rights reservedIntroduction The approach taken by this part ISO/IEC 82045 is to be useful and sufficient for p
12、ractice within its application domain, not to be a rich and all-encompassing set of metadata. It specifies subsets of the cross-industry standard presented in IEC 82045-1 and IEC 82045-2, and presents industry-specific details. It is suitable for all parties involved in preparing and using technical
13、 documentation and, although its specifications are primarily intended for document users, system developers are expected to develop tools capable of implementing and supporting its specifications. Copyright International Organization for Standardization Reproduced by IHS under license with ISO Not
14、for ResaleNo reproduction or networking permitted without license from IHS-,-,-INTERNATIONAL STANDARD ISO 82045-5:2005(E) ISO 2005 All rights reserved 1Document management Part 5: Application of metadata for the construction and facility management sector 1 Scope This part ISO/IEC 82045 specifies el
15、ements and methods for sharing and exchanging management data (metadata) for documents, to be used with electronic or paper-based document management systems. The document concept, which includes CAD files and all other information entities that need to be managed, is according to IEC 82045-1. The s
16、pecific application domain of this part of ISO/IEC 82045 is the AEC and FM sectors. 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 th
17、e referenced document (including any amendments) applies. ISO 635 (all parts), Codes for the representation of names of languages ISO 5455:1979, Technical drawings Scales ISO 12006-2, Building construction Organization of information about construction works Part 2: Framework for classification of i
18、nformation IEC 82045-1:2001, Document management Part 1: Principles and methods IEC 82045-2:2004, Document management Part 2: Metadata elements and information reference model 3 Terms and definitions and abbreviated terms For the purposes of this document, the terms and definitions given in IEC 8204
19、5-1, IEC 82045-2 and ISO 12006-2 and the following abbreviated terms apply. AEC architecture, engineering and construction FM facility management CAD computer aided design Copyright International Organization for Standardization Reproduced by IHS under license with ISO Not for ResaleNo reproduction
20、or networking permitted without license from IHS-,-,-ISO 82045-5:2005(E) 2 ISO 2005 All rights reservedDWF drawing web format 1)PDF portable document format 2)TIFF tagged image file format 3)4 Relationship of this part of ISO/IEC 82045 to IEC 82045-1 and IEC 82045-2 IEC 82045-1 provides general prin
21、ciples and methods for the use of metadata in management of technical product documents. It provides the framework for the other parts. IEC 82045-2 presents an extensive model that specifies all metadata elements required for such document management, as well as a list including definitions for the
22、metadata elements. This part of ISO/IEC 82045 is primarily intended to give more extensive support to the practical use of metadata for construction projects and continued use of the information for facility management purposes. It is prescriptive to some extent, but also provides information to fac
23、ilitate the understanding of metadata concepts and how to apply them in AEC and FM activities. 5 Document life-cycle in construction and facility management processes 5.1 General This clause describes document management activities related to AEC/FM, where metadata are used to support the process. F
24、or each group of activities, guidelines on methods for creating, exchanging, using and storing metadata are given. 5.2 Producing construction documents The creation of documents in a construction project is normally distributed among a number of participating organizations. Each of the participants
25、may utilize any document management system, configured with the participants own specific metadata set. For sharing purposes, a well-defined common metadata set shall be used throughout the project. The project team shall define this set by selection from the elements of this part of ISO/IEC 82045.
26、The values allowed for each metadata element, where not stated by the standard, can be specified on the national or project level. 5.3 Document exchange and distribution In the design phase, the responsibility for storing the original documents rests with each of the participants that produced the d
27、ocument. Current document versions are shared in a common location or distributed between the participants. Each document version shall be unambiguously identifiable and, in many cases, there is also a requirement to document the distribution process. 1) DWF is the trade name of a product supplied b
28、y Autodesk. This information is given for the convenience of users of this part of ISO 82045 and does not constitute an endorsement by ISO and IEC of the product named. Equivalent products may be used if they can be shown to lead to the same results. 2) PDF is the trade name of a product supplied by
29、 Adobe Systems, Inc. This information is given for the convenience of users of this part of ISO 82045 and does not constitute an endorsement by ISO and IEC of the product named. Equivalent products may be used if they can be shown to lead to the same results. 3) TIFF is the trade name of a product s
30、upplied by Aldus and Microsoft. This information is given for the convenience of users of this part of ISO 82045 and does not constitute an endorsement by ISO and IEC of the product named. Equivalent products may be used if they can be shown to lead to the same results. Copyright International Organ
31、ization for Standardization Reproduced by IHS under license with ISO Not for ResaleNo reproduction or networking permitted without license from IHS-,-,-ISO 82045-5:2005(E) ISO 2005 All rights reserved 3When documents are distributed, whether to a shared repository or to individual recipients, the ab
32、ove requirements shall be satisfied by means of accompanying metadata. Each system involved shall be able to produce metadata in a standardized exchange format. An example of such a format is given in IEC 82045-2, Annex B. Each system involved shall also be able to read the standardized exchange for
33、mat. Even if only a reduced subset of the metadata standard is used in a project, each system shall preserve all metadata received and be able to forward them to another system. This mechanism prevents metadata from being lost or destroyed when different systems interact during the document lifecycl
34、e, and enables reuse of information from different projects or archives. In the design process, information about changes and the reason for them is vital, and the use of extensive metadata for this purpose will keep the change information tied to documents. Any reader will then be able to acquire t
35、his information directly and not have to rely on additional documents such as minutes or memoranda. As a project enters the construction process, the immediate economic impact of documents increases, and so does the importance of securing correct access for all authorized participants to current ver
36、sions of all documents. To accomplish this, each document shall have metadata to establish its version identity, a document set shall be defined for each distribution, and distribution data regarding all recipients shall be stored. In order to further confirm the distribution, receipt data may be ad
37、ded. Access restriction and security grading may also be required. How to technically handle these requirements must be considered for each environment. Metadata can only communicate document properties, not ensure proper handling. Without reliable technical solutions for restricting access and ensu
38、ring security, documents with sensitive content should not be made available in shared storage repositories. 5.4 Checking and approving documents When a document leaves the draft stage, information on the progress of the approval process shall accompany the document. Each participant in the process
39、shall confirm a performed activity by adding to the metadata the status, his/her identity and, when applicable, comments. All status information should remain with the document at least until the workflow is completed and the document is finally approved. 5.5 Searching and retrieving documents When
40、searching documents, the primary properties are identification and classification. Additionally, keywords are very useful for archival retrieval purposes. Typically, document identification for facility management includes the location of the facility, as well as the individual document identity and
41、, when applicable, the object or space that is described by the document. Classification includes the document kind as well as classification of building elements or spaces. Classification of the process to which the document belongs may also be useful. The use of multiple presentation formats shoul
42、d be considered. In addition to the native format, a common format for viewing may be supplied, such as TIFF, PDF or DWF, so that the original application software that created the document need not be present when using the document. 5.6 Reusing and revising documents When information is to be reus
43、ed, questions about its accuracy and update status may arise. These questions can only be answered if such information has previously been associated with the documents. When using model-based information, the links/relations between different files or databases shall be preserved. Copyright Interna
44、tional Organization for Standardization Reproduced by IHS under license with ISO Not for ResaleNo reproduction or networking permitted without license from IHS-,-,-ISO 82045-5:2005(E) 4 ISO 2005 All rights reserved5.7 Archiving documents for later retrieval In addition to the properties needed for s
45、earching and retrieving, archive documents also need to have some information that will help in keeping them accessible during the lifecycle. Such information is the original software used to create it and the anticipated time in which an update is needed. For many documents their validity is limite
46、d in time, or the required time to store them in an archive is limited. Archive metadata should also contain information on when that period expires. Searching in an archive also requires the metadata to include more information about the content of documents, since the user cannot be expected to ha
47、ve prior knowledge about the document content. 6 Mandatory and optional metadata for common sub-processes Whether or not certain metadata elements will be mandatory is primarily determined by the context of the process. All metadata elements specified by IEC 82045-2 can be used as optional elements.
48、 The following tables specify the metadata required for particular sub-processes within the application domain, in addition to a basic set of general metadata (see Table 1). Table 1 General metadata elements DMA aLabel Obl bComment/Provision 1 Primary Document ID A Global ID, set at the origination
49、of metadata. This is a unique identifier, which will distinguish the document from any other document. The domain shall be specified as “Global”. 1 Owner Document ID B Identifier that is issued by the organization where the document is created. Mandatory for all documents assigned a document number, e.g. drawings. Other documents are commonly identified by their title. Shall be unique wit
