ISO 82045-5:2005

INTERNATIONAL ISO
STANDARD 82045-5
First edition
2005-07-15


Document management —
Part 5:
Application of metadata for the
construction and facility management
sector
Gestion de documents —
Partie 5: Application des métadonnées dans le secteur de
la construction et de la gestion d'installation





Reference number
ISO/FDIS 82045-5:2005(E)

---------------------- Page: 1 ----------------------
ISO 82045-5:2005(E)
Contents Page
Foreword. iii
Introduction . iv
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
7 Classification metadata . 7
8 Document relationships . 9
Bibliography . 11

ii © ISO 2005 – All rights reserved

---------------------- Page: 2 ----------------------
ISO 82045-5:2005(E)
Foreword
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 for which a technical committee has been
established has the right to be represented on that committee. International organizations, governmental and
non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the
International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are 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 responsible 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: Principles 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.
© ISO 2005 – All rights reserved iii

---------------------- Page: 3 ----------------------
ISO 82045-5:2005(E)
Introduction
The approach taken by this part ISO/IEC 82045 is to be useful and sufficient for practice 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 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.
iv © ISO 2005 – All rights reserved

---------------------- Page: 4 ----------------------
INTERNATIONAL STANDARD ISO 82045-5:2005(E)

Document management —
Part 5:
Application of metadata for the construction and facility
management sector
1 Scope
This part ISO/IEC 82045 specifies elements 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 specific 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 the 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 information
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 82045-1, 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
© ISO 2005 – All rights reserved 1

---------------------- Page: 5 ----------------------
ISO 82045-5:2005(E)
1)
DWF drawing web format
2)
PDF portable document format
3)
TIFF tagged image file format
4 Relationship of this part of ISO/IEC 82045 to IEC 82045-1 and IEC 82045-2
IEC 82045-1 provides general principles 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 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 facilitate 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. For 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 may utilize any document management system, configured with the
participant's 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. 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 document. 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 by 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 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 supplied 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.
2 © ISO 2005 – All rights reserved

---------------------- Page: 6 ----------------------
ISO 82045-5:2005(E)
When documents are distributed, whether to a shared repository or to individual recipients, the above
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 format. 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 lifecycle, 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 this 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 versions 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 added.
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 ensuring 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 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 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, 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 should 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 reused, 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.
© ISO 2005 – All rights reserved 3

---------------------- Page: 7 ----------------------
ISO 82045-5:2005(E)
5.7 Archiving documents for later retrieval
In addition to the properties needed for searching 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 limited 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 have 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.
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
a b
Label Comment/Provision
DMA  Obl
A
1 Primary Document ID Global ID, set at the origination 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
...