5.2.1 Fundamental concepts and assumptions

This part of ISO 10303 is designed to be used in the concurrent engineering of modular electronic products. A fundamental concept of this schema is that the organization controls the configuration of product models for these types of product designs. This schema is not designed to control product designs through drawing control. It is designed to provide a vehicle to control the configuration of the design and associated data. The design in this context includes the requirements and constraints exchanged between the design organization, data suppliers (e.g., component suppliers, value added suppliers), product suppliers (e.g., piece part vendors, substrate vendors), and the customers or marketing representatives for those customers. Several engineering disciplines may share data using this schema (e.g., system, mechanical, electrical, manufacturing, inspection, logistics) for product definition and product analysis purposes. This schema provides requirements definition using requirements property definition, decomposition and operations on property definition. This schema provides a functional definition using externally defined models or the functional decomposition model defined in this schema. This schema provides a physical definition for packages, piece parts, interconnect substrate, bare die, mechanical parts, and assemblies. The physical definition includes a geometric dimensioning and tolerancing model that may be applied to any physical model. This schema provides design and usage views for functional and physical models to support design abstraction and intellectual property aspects. This schema provides data suppliers a standard infrastructure with which to build explicit product data models for modular electronic products that may be incorporated into a piece part or technology library. The explicit product data models may be standardized as instances of this schema. This schema provides support for a design organization to archive data using this schema as a design view in one product category and the marketing organization to specify the usage view in a more generic category. The functional usage view in this schema includes an explicit interface definition to allow integration with external simulation environments. The support for this includes the capability to define product terminals only in a usage view. The product models in this schema include both abstract functional product model and physical product models. Inclusion of the functional model provides the ability to categorize functional models using the product_category entity. This schema provides support for multiple functional definitions to exist in a repository for a particular usage view, but the specific definition desired is included in the functional model exchanged. Parameters (e.g., resistance) whose values are fundamental properties of the materials and their composition and therefore independent of the product version may be exchanged using the subtypes of product_category in this schema. Parameters (e.g., timing related) that are dependent on the version of the product may be exchanged using characteristics associated with a particular product_definition entity. Signal properties and composition may be exchanged using external_definition for the interface to industry domain specific name definitions.

5.2.1.1 Relating the shape of a product to its configuration data

The shape of products in this part of ISO 10303 is represented by the shape_representation entity. This entity and its subtypes define the geometric or topological entities which make up a particular representation type. Each product or assembly that is of interest will be given by an instance of the product entity. Each product will in turn have at least one version given by an instance of the product_definition_formation entity. Each version may have one or more definitions given by the product_definition entity. Each definition may have its shape represented. This is done using the AIM entities by relating the product_definition instance to the appropriate shape_representation instance. The concept of the shape of a product_definition is given by an instance of the entity product_definition_shape. That shape of the product is then connected to the shape_representation entity by an instance of shape_definition_representation. A shape_definition_representation inherits attributes from its supertype property_definition_representation that reference the shape_representation entity that contains the geometry or topology for the shape of the product and a select type called characterized_definition. This type allows for the representation of a shape_aspect, shape_aspect_relationship, characterized_object, or a characterized_product_definition which is also a select type. To specify that the property of interest is the shape of the product_definition the product_definition_shape subtype of property_definition shall be used. The product_definition_shape entity is constrained to use the characterized_product_definition select type. The characterized_product_definition select type allows for the representation of a product_definition or a product_definition_relationship via a reference through its select list. This reference ensures that the product_definition_shape entity will be used to define the shape of a product_definition. If the property of interest is an aspect of the shape of the product_definition or the relationship between two aspects of the shape of the product_definition the property_definition shall be used and its definition attribute shall reference an instance of shape_aspect or shape_aspect_relationship. In order to specify the shape of a product the product_definition entity will be referenced here.

5.2.1.2 Relating the shape of a component to the shape of its assembly

There are two methods that may be used to relate the shape of a component to the shape of the assembly in which it is assembled. The first method consists of defining the shape for each component and assembly, and then relating the two shapes and providing the information that defines the orientation of the component with respect to the assembly through a transformation. The second method consists of defining the shape for each component and assembly, and then incorporating the shape of the component directly in the shape of the assembly. The first method shall be used to relate the shapes that are represented by different representation types. The second method may be used for the incorporation of the representation of a component into the representation of an assembly if the two types are the same. Both methods employ the shape_representation and product_definition entities. The first method also employs the product_definition_relationship, shape_representation_relationship AND representation_relationship_with_transformation (i.e., an instance of each entity forming a complex entity instance of the two entities with an AND relationship) and context_dependent_shape_representation entities. The second method employs the mapped_item and representation_map entities. When using the first method to relate the shape of the component to the shape of the assembly, each of the shape_representation entities that define the shapes of the component and assembly product_definitions is related through references in the shape_representation_relationship entity. Orientation information, in this case, will be provided by the formation of a complex instance of the shape_representation_relationship AND representation_relationship_with_transformation entities. The representation_relationship_with_transformation entity references a transformation which is a select type allowing the orientation to be defined using an axis2_placement_3d entity in each representation for an item_defined_transformation or a cartesian_transformation_operator entity for a functionally_defined_transformation. In addition, an instance of the context_dependent_shape_representation must be given to explicitly relate the shape_representation_relationship that defines the relationship of the two shapes to the product_definition_relationship that defines the assembly-component relationship between the two product_definitions. When using the second method to relate the shape of the component to the shape of the assembly, the shape_representation entity that defines the geometry or topology for the shape of the component product is referenced by an instance of a representation_map entity that is referenced by the mapping_source attribute of an instance of the mapped_item entity. The attribute mapped_representation of the representation_map will reference the shape_representation subtype that defines the representation of the shape. The instance of the mapped_item entity is then added to the set of items in the shape_representation entity that defines the geometry or topology for the assembly product.

5.2.1.3 Types of shape representation

This part of ISO 10303 defines several types of representation for shapes of items - both 2d and 3d wireframe representations using edge based and shell based models, 2d wireframe representations that are geometrically bounded, surface models that are geometrically bounded, CSG solid models, advanced boundary representation solid models, extruded solid models, 2d Curves and basic 2d Curves. Each of the 3d types of representation is self contained meaning that one type may not contain another type. Each of the types is given by a subtype of the shape_representation entity. Each subtypecontains local rules that govern the types of geometric or topological entities that can be used in it. Every shape_representation must be one of the subtypes unless it is used as the representation of the shape of an assembly used in method one above. In that case, the shape_representation instance will contain only axis2_placement_3d entities in its set of items in order to define the orientation of the components' representations in it. Since the rules in each of the subtypes will conflict with each other, any shape_representation that is referenced by a representation_map to implement method two above must be of the same type as the shape_representation that has the mapped_item that references that representation_map in its set of items.

5.2.1.4 Use of global rules

Many of the relationships among different entities in the integrated resource parts of ISO 10303 are specified using the most generic cardinality of zero or more between two related entities. This cardinality means that the relationship is optional or there may be one or more instances of a related entity that is related to a single instance of the relating entity. This part of ISO 10303 uses global rules to constrain that cardinality. In some cases the constraint is made to be one to one, \and in some instances at least one.

EXAMPLE: Examples of these rules include contract_requires_person_organization, approval_requires_approval_date_time, and certification_requires_approval for exactly one, and change_request_requires_person_organization and product_requires_product_version for one or more.
Global rules are also used to restrict the values of STRING type attributes to be only those that are applicable within the context of electronic assembly, interconnect and packaging design.

EXAMPLE: Examples of these rules are restrict_approval_status and restrict_person_organization_role.
Global rules are also used to collect in one location all the constraints required to implement a given ARM concept.

EXAMPLE: Examples of these rules include operational_requirement_occurrence_relationship_constraint, geometric_tolerance_qualifier_constraint, and feature_group_relationship_constraint.

5.2.1.5 Assignment of units

Units are assigned to the representation of shape on a global basis. This is done by the creation of an instance of the global_unit_assigned_context. This entity contains an attribute that allows for a set of units to be assigned to a representation_context. Each of the shape_representation entities has a context for its representation. If units of measure are desired for a particular instance of shape_representation then that instance shall have a global_unit_assigned_context in its context_of_items attribute.

5.2.1.6 Terminal definition

Terminals are defined as aspects of the shape of a product in this schema. This is true for both terminals of functional products and terminals of physical products. The properties of the terminals interconnected in a network defined by the functional_network_definition may be evaluated by experimental means to determine suitability of the product_definition. The geometric representation of the functional product terminal is the schematic symbol for the terminal. The geometric representation of the functional product shape is the schematic symbol for the functional product.

NOTE: This edition of this part of ISO 10303 does not standardize the exchange of presentation of geometric representations of terminals of functional products or shapes of functional products. In this edition of the standard, there is no standardized way to specify the position of the schematic terminal symbol in the schematic symbol for the functional product. This structure is included to assure interoperability with other parts of ISO 10303.

5.2.1.7 Product instances

This schema separates the "part" in the "part-assembly" relationship into two or three entities: one or two instances of product_definition and a corresponding component_definition. If there is only one instance of product_definition, then there is no separate 'design' for the part. If there are two instances of product definition then one of them is the design and the other is the 'design usage'. This separation is controlled by a rule in component_definition that the product_definition_formation for component_definition and the product_definition that corresponds to the "part" concept is the same product_definition_formation. The correspondence is established by an instance of product_definition_relationship with a name of "instantiated part". The correspondence between the design and the design usage is established by an instace of product_definition_relationship with a name of 'design usage'.

5.2.1.8 Change management

This schema provides action, action_directive, add_design_object_assignment, change, change_request, change_from_design_object_assignment, change_to_design_object_assignment, delete_object_assignment, and product_definition_relationship entities to support design management processes. A data set that incorporates add, change, or delete shall include any required action_assignment subtype and the product_definition_relationship that identifies the previous product_definition and the current product_definition. Requests for change and specific change directions are provided.

5.2.1.9 Functional network definition

This schema provides functional_unit, functional_unit_terminal_definition, component_functional_unit, component_functional_terminal, and network_node_definition to exchange network listings (using a nodal formulation) of functional objects.

5.2.1.10 Geometric dimensioning and tolerancing

Each instance of physical_unit_geometric_tolerance along with supporting entity instances (e.g., property_definition with a description of "datum system property with material conditions") is intended to convey the data associated with a geometric tolerance requirement that is included in a single segment of a feature control frame of a technical drawing. Typically, feature control frames only have one segment. However, with composite geometric tolerances (i.e., composite position tolerance, composite linear profile tolerance, and composite surface profile tolerance) the feature control frame consists of an ordered set of segments. Associated with this set are certain order-dependent requirements as to the values that may be placed in the various compartments of the segments of these composite feature control frames.

EXAMPLE: If one or more data are specifiedin a lower segment of a composite feature control frame they must also be specified in segments that are listed above it.
To convey the data associated with a composite feature control frame, instances of geometric_tolerance_relationship are used to create an ordered set of physical_unit_geometric_tolerance. Additionally, constraints defined within the relevant physical_unit_geometric_tolerance (i.e., position_tolerance, linear_profile_tolerance, and surface_profile_tolerance) are used to specify the order-dependent requirements and to insure a valid data structure.

5.2.1.11 Physical network definition

This schema provides physical_unit_network_definition, physical_connectivity_definition, and component_terminal to exchange network listings (using a nodal formulation) of physical objects.

5.2.1.12 Product classification

This schema provides predefined product classifications of assembly, bare die, functionality, interconnect, material, package, physical network design, piece part, printed part, requirements model, simulation model, standard part, technology specific model, and template model. These predefined product classifications may require specific types of product_definition to support them or specific context values.

EXAMPLE: It is valid to have a package classification and to have an instance of interconnect_definition associated with it, but an instance of package will also exist that references that product instance.

5.2.1.13 Requirements definition

This schema provides group_product_definition, group_shape_aspect, grouped_requirements_property, mounting_restriction_area,requirement_allocation_group, requirements_property, and requirements_property_group to convey the data associated with technical requirements and the allocation of those requirementsto product data.