ISO 29481-1:2010
(Main)Building information modelling - Information delivery manual - Part 1: Methodology and format
Building information modelling - Information delivery manual - Part 1: Methodology and format
ISO 29481-1:2010 specifies a methodology and format for the development of an information delivery manual (IDM). ISO 29481-1:2010 specifies a methodology that unites the flow of construction processes with the specification of the information required by this flow, a form in which the information should be specified, and an appropriate way to map and describe the information processes within a construction life cycle. ISO 29481-1:2010 is intended to facilitate interoperability between software applications used in the construction process, to promote digital collaboration between actors in the construction process and to provide a basis for accurate, reliable, repeatable and high-quality information exchange.
Modèles des informations de la construction — Contrat d'interchange — Partie 1: Méthodologie et format
General Information
Relations
Frequently Asked Questions
ISO 29481-1:2010 is a standard published by the International Organization for Standardization (ISO). Its full title is "Building information modelling - Information delivery manual - Part 1: Methodology and format". This standard covers: ISO 29481-1:2010 specifies a methodology and format for the development of an information delivery manual (IDM). ISO 29481-1:2010 specifies a methodology that unites the flow of construction processes with the specification of the information required by this flow, a form in which the information should be specified, and an appropriate way to map and describe the information processes within a construction life cycle. ISO 29481-1:2010 is intended to facilitate interoperability between software applications used in the construction process, to promote digital collaboration between actors in the construction process and to provide a basis for accurate, reliable, repeatable and high-quality information exchange.
ISO 29481-1:2010 specifies a methodology and format for the development of an information delivery manual (IDM). ISO 29481-1:2010 specifies a methodology that unites the flow of construction processes with the specification of the information required by this flow, a form in which the information should be specified, and an appropriate way to map and describe the information processes within a construction life cycle. ISO 29481-1:2010 is intended to facilitate interoperability between software applications used in the construction process, to promote digital collaboration between actors in the construction process and to provide a basis for accurate, reliable, repeatable and high-quality information exchange.
ISO 29481-1:2010 is classified under the following ICS (International Classification for Standards) categories: 91.010.01 - Construction industry in general. The ICS classification helps identify the subject area and facilitates finding related standards.
ISO 29481-1:2010 has the following relationships with other standards: It is inter standard links to ISO 29481-1:2016. Understanding these relationships helps ensure you are using the most current and applicable version of the standard.
You can purchase ISO 29481-1:2010 directly from iTeh Standards. The document is available in PDF format and is delivered instantly after payment. Add the standard to your cart and complete the secure checkout process. iTeh Standards is an authorized distributor of ISO standards.
Standards Content (Sample)
INTERNATIONAL ISO
STANDARD 29481-1
First edition
2010-05-15
Building information modelling —
Information delivery manual —
Part 1:
Methodology and format
Modèles des informations de la construction — Contrat d'interchange —
Partie 1: Méthodologie et format
Reference number
©
ISO 2010
PDF disclaimer
This PDF file may contain embedded typefaces. In accordance with Adobe's licensing policy, this file may be printed or viewed but
shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In
downloading this file, parties accept therein the responsibility of not infringing Adobe's licensing policy. The ISO Central Secretariat
accepts no liability in this area.
Adobe is a trademark of Adobe Systems Incorporated.
Details of the software products used to create this PDF file can be found in the General Info relative to the file; the PDF-creation
parameters were optimized for printing. Every care has been taken to ensure that the file is suitable for use by ISO member bodies. In
the unlikely event that a problem relating to it is found, please inform the Central Secretariat at the address given below.
© ISO 2010
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or
ISO's member body in the country of the requester.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Published in Switzerland
ii © ISO 2010 – All rights reserved
Contents Page
Foreword .iv
Introduction.v
1 Scope.1
2 Terms and definitions .1
3 IDM (Information delivery manual) .3
3.1 Complete schema.3
3.2 Breaking a complete schema to support requirements.3
3.3 Supporting the building information modelling.4
3.4 Supporting the business requirement .5
3.5 Supporting the software solution .5
3.6 Supporting the construction process .5
3.7 Defining the connection between IDM components.5
3.8 Content in the specific IDM .5
3.9 Users of this part of ISO 29481 .6
4 IDM framework.6
4.1 Overview.6
4.2 IDM component header information.7
4.3 Description of the use case.7
4.4 Interaction maps.7
4.5 Process maps .7
4.6 Exchange requirements.9
4.7 Functional parts.10
4.8 Units of functionality.11
5 Implementing and validating IDM components.12
5.1 Exchange requirement model .12
5.2 Business rules .13
5.3 Validation tests .15
6 General and application guidance.16
6.1 General guidance .16
6.2 Application specific guidance.16
7 IDM development process.16
7.1 Propose an IDM development .16
7.2 Undertake an IDM development.17
8 Compiling IDM components.19
8.1 General information .19
8.2 Adding functional parts .19
8.3 Adding exchange requirement models .21
8.4 Information model units.22
Annex A (informative) Reference section.23
Bibliography.34
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 29481-1 was prepared by Technical Committee ISO/TC 59, Building construction, Subcommittee SC 13,
Organization of information about construction works.
ISO 29481 consists of the following parts, under the general title Building information modelling — Information
delivery manual:
⎯ Part 1: Methodology and format
The following part is planned:
⎯ Part 2: Management communication
iv © ISO 2010 – All rights reserved
Introduction
Building information modelling provides a concept for describing and displaying information required in the
design, construction and operation of constructed facilities. It can bring together the diverse sets of information
used in construction into a common information environment - reducing, and often eliminating, the need for
the many types of paper documentation currently in use.
An information delivery manual (IDM) provides significant help in getting the full benefit from a building
construction information model (BIM). If the information required is available when it is needed and the quality
of information is satisfactory, the construction process itself will be greatly improved.
For this to happen, there should be a common understanding of the building processes and of the information
that is needed for and results from their execution.
This part of ISO 29481 sets out a methodology and format for the provision of an integrated reference for the
processes and data required by a BIM. It describes how to identify and describe the processes undertaken
within construction, and the information required for their execution and the results. This part of ISO 29481
also describes how this information can be further detailed to support solutions provided by building-
information-system providers in a form that enables its reuse and how it can be configured to meet national,
local and project needs.
In doing so, this part of ISO 29481 provides a basis for reliable information exchange/sharing for users so that
they can be confident that the information they are receiving is accurate and sufficient for the activities they
need to perform. The development of this part of ISO 29481 has been driven by the need of users for
reliability in information exchange.
Examples and guidelines related to the development of IDMs will be published at:
. The site will developed and maintained by the ISO/TC 59/SC 13 secretariat.
INTERNATIONAL STANDARD ISO 29481-1:2010(E)
Building information modelling — Information delivery
manual —
Part 1:
Methodology and format
1 Scope
This part of ISO 29481 specifies a methodology and format for the development of an information delivery
manual (IDM).
This part of ISO 29481 specifies
⎯ a methodology that unites the flow of construction processes with the specification of the information
required by this flow,
⎯ a form in which the information should be specified, and
⎯ an appropriate way to map and describe the information processes within a construction life cycle.
This part of ISO 29481 is intended to facilitate interoperability between software applications used in the
construction process, to promote digital collaboration between actors in the construction process and to
provide a basis for accurate, reliable, repeatable and high-quality information exchange.
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1
actor
person, organization or organizational unit (such as a department, team, etc.) involved in a construction
process
2.2
building construction information model
BIM
shared digital representation of physical and functional characteristics of any built object (including buildings,
bridges, roads, etc.) which forms a reliable basis for decisions
NOTE “Building information model” is frequently used as a synonym for BIM.
2.3
building information system
system used to create, maintain, disclose or expire elements of a building information model
NOTE The components of the system can include actors, hardware (servers, clients, peers) and software solutions.
2.4
business process modelling notation
BPMN
notation for use in the development of business process diagrams that is designed to be readily
understandable by all business users
2.5
business requirement
requirement that describes in business terms what needs to be delivered or accomplished
2.6
business rule
statement that formally defines or constrains some aspect of the business, a rule under which an organization
operates or a policy or decision that influences a process
2.7
exchange requirement
ER
set of information that needs to be exchanged to support a particular business requirement at a particular
process phase (or phases) / stage (or stages)
NOTE Information delivery requirement can be used as a synonym for exchange requirement.
2.8
exchange requirement model
ERM
technical expression of an exchange requirement expressed as a schema
NOTE An exchange requirement model describes the binding of an exchange requirement to a particular standard
information schema and version.
2.9
functional part
FP
unit of information within an exchange requirement that may be fully specified in its own right
2.10
interaction map
representation of the roles and transactions relevant for a defined purpose
2.11
management communication
sharing information for a management purpose
2.12
model
representation of a system that allows for investigation of the properties of the system
NOTE “Representation” is defined in http://www.businessdictionary.com/definition/representation.html.
2.13
process map
PM
representation of the relevant characteristics of a process for a defined purpose
2 © ISO 2010 – All rights reserved
2.14
role
functions being performed by an actor at a point in time
NOTE The role of an actor is determined by action and outcome and not by the profession or trade followed by the
actor.
2.15
schema
schema is a description of the formal structure of a defined set of information
2.16
transaction
communication event that fulfils a relationship between two roles
3 IDM (Information delivery manual)
3.1 Complete schema
A complete information schema that covers all of the information required for all actors throughout the
construction process will be large and comprehensive. Such a schema is relevant in defining all of the project
information needs for all business requirements at all life-cycle stages (see Figure 1), but it is not the way that
project information is usually delivered.
Life-cycle stage
Information
schema
Figure 1 — The information schema supports all business requirements at all life-cycle stages
3.2 Breaking a complete schema to support requirements
It is more usual for information to be exchanged about a particular topic and the level of detail provided to be
driven by the life-cycle stage. The need is (generally) to support one business requirement over one or more
life-cycle stages (see Figure 2). This is a matter of deciding which components of the information schema
should be used to meet requirements.
Business requirement
Life-cycle stage
Information
schema
Figure 2 — Need to support a business requirement at a life-cycle stage
3.3 Supporting the building information modelling
Elements of the overall information schema are used in a building construction information model (BIM) (see
Figure 3). For a particular business requirement, only certain classes of information are required. Multiple
objects are derived from each class, each object having an identity (determined by a unique identifier) and a
state (determined by the values given to each attribute of the object). The classes that support the business
requirement form a unique and identifiable schema.
INFORMATION SCHEMA
a schema is defined
by many classes
Schema Class
A schema specifies A class provides the
many models pattern for many objects
Object
Model
a model is populated
by many objects
BUILDING INFORMATION MODEL
Figure 3 — Supporting the building information modelling
4 © ISO 2010 – All rights reserved
Business requirement
3.4 Supporting the business requirement
To do this means that the set of information that needs to be exchanged to support a particular business
requirement in the relevant life-cycle stages must be established. This is termed an exchange requirement.
An exchange requirement provides a description of the information to be exchanged in non technical terms.
An exchange requirement may support the communication of object information enabling the construction and
operation of a project or it may support the communication of management information that controls the
project execution.
3.5 Supporting the software solution
The technical content required by solution providers to support an exchange requirement is provided as a
series of units of information. A unit of information is termed a functional part.
A functional part provides the technical expression of information content as a subset of the complete
information schema.
3.6 Supporting the construction process
Software solutions typically support users across several exchange requirements. Exchange requirements are
used to support an overall construction process. The connection between exchange requirements and a
construction process is captured within a process map.
A process map typically deals with the development of information within the boundary of a particular topic or
software view. It shows the roles of actors engaged in the process and references the transactions between
them.
3.7 Defining the connection between IDM components
Functional parts are used together to create exchange requirement models. An exchange requirement model
provides a version of the exchange requirement that can be understood by a computer. It includes business
rules which are computer interpretable versions of the business propositions described in an exchange
requirement.
3.8 Content in the specific IDM
The content in a specific IDM will
⎯ describe the need for information exchange between processes,
⎯ specify how to capture the information needing to be exchanged between these processes,
⎯ identify the actors sending and receiving information,
⎯ define, specify and describe the information being exchanged to satisfy the requirements at each
point of the business process,
⎯ ensure that definitions, specifications and descriptions are provided in a form that is useful and easily
understood,
⎯ create detailed specifications of the information captured within exchange requirements to facilitate
the development of software building information systems,
⎯ ensure that the information specifications can be made relevant to local working practices.
3.9 Users of this part of ISO 29481
The main purpose of this part of ISO 29481 is to provide guidance for those who develop specific IDMs. Thus,
the main users are expected to be the IDM developers who create process maps, exchange requirements,
functional parts, exchange requirement models and business rules using knowledge elicited from end users
and solution providers.
Other actors will mainly be using the specific IDMs which are developed by using this part of ISO 29481. In
addition, some users of specific IDMs might identify needs for new IDMs and thus become users of this part of
ISO 29481. These users include
⎯ professional IDM-developers and solution providers — according to very technical specifications,
⎯ information users, i.e. executive users and end users concerned with producing the content of the
IDMs and benefiting from the result.
4 IDM framework
4.1 Overview
Figure 4 provides a generalized view of the main components used in an IDM and how they relate to each
other. The organization of the components within the framework is based on two ideas:
a) the components at the top layer of the framework relate to processes, progress through data
specifications in the middle layers and include application software elements at the bottom layer;
b) similarly, the components relate to industry practitioners at the top layer of the framework and to ICT
analysts and programmers at the bottom layers.
Process map / Interaction map
Exchange requirements
Functional parts
Figure 4 — IDM basic framework
6 © ISO 2010 – All rights reserved
4.2 IDM component header information
Each IDM component described below includes a set of administrative information that enables it, its current
author and its change history to be captured. Administrative information includes
⎯ a name or title conforming to the naming rules given in this International Standard,
⎯ a unique identifier,
⎯ a change log that identifies creation or change made together with the author and date.
4.3 Description of the use case
Each IDM component shall start with a short plain language description of the use case the IDM is intended to
solve or about which particular topic or business requirement information shall be exchanged.
4.4 Interaction maps
The purpose of an interaction map is to identify the relevant roles and transactions for a specific purpose. IDM
draws a distinction between the role “initiator” (makes a request) and the role “executor" (effectuates that
request). If there is such a relationship between two roles, it is termed a “transaction”.
An interaction map identifies the relevant roles, transactions and initiator – executor relations.
A transaction contains a set of exchange requirements that are exchanged for a particular purpose. The
transaction also stipulates the participating roles, point in the life cycle and the sequence in which exchange
requirements should be delivered (if appropriate). A message is a populated information model and contains
data. Attachments may be linked to messages.
In an interaction map, all transactions needed for the handling of required contributions of relevant roles to the
BIM shall be included. All transactions within the interaction map have a unique identity and name.
Using transactions, the business cooperation and communication requirements are defined. Use of exchange
requirements (ER) is optional in transactions.
Using transactions, the contributions of relevant roles to the BIM can be controlled. For that purpose, in
specific transactions, the following components can be added as attachments to specific messages
⎯ exchange requirement,
⎯ exchange requirement model,
⎯ window of authorization: in the context of a transaction an executive role (executor) can access the
building information system. The window of authorization describes what information in this
transaction by the role may be read or changed.
4.5 Process maps
4.5.1 General information
The purpose of a process map is to describe the flow of activities within the boundary of a particular topic, the
roles played by the actors involved, together with the information required, consumed and produced.
For representing process maps, the approach recommended is the BPMN. (Further information on BPMN is
given in A.4.)
Within IDM, a process map
⎯ sets the boundary for the extent of the information contained within the process,
⎯ establishes the activities within the process, and
⎯ shows the logical sequence of the activities.
The actual information that is within the process boundary is determined by the contents of the exchange
requirements specified in the process.
4.5.2 Content
All activities described within a process map should be related to the defined life-cycle stages as they appear
in exchange requirements' documentation.
A process map includes the following administrative information
⎯ the exchange requirements that are within the boundary of the process,
⎯ an overview that provides a comprehensive description of the overall process. Illustrations may be
used to illustrate particular points within the overview.
4.5.3 Specification of processes
In a process map, all of the diagrams and sub-diagrams created for describing the process shall be included.
Each process within the process map has a unique identity and name.
Each process within the process map is described in such detail as required. The aim is to describe the
purpose of the process to a reader.
4.5.4 Specification of data objects
A data object is a named collection of data. It may be a collection of data available from an external source
(e.g. library data) or it may be the data exported from an activity to enable other activities to occur (e.g. an
exchange requirement).
Data objects that are not exchange requirements shall have a name that is indicative of their purpose and a
description that outlines their purpose and content.
4.5.5 Specification of exchange requirements
An exchange requirement is a particular type of data object within a process map that is located within the
information model role.
Exchange requirements shall have the following
⎯ a name that is indicative of the purpose (naming rules are given in Clause A.3),
⎯ a description that outlines the purpose and content.
NOTE The description provided for an exchange requirement is expected to be more detailed than that given for a
general data object. The description can be reused as the overview description within the exchange requirement
documentation (described below).
8 © ISO 2010 – All rights reserved
4.5.6 Specification of coordination point gateways
A coordination point gateway is a named point within a process map at which the information from exchange
requirements is brought together to enable coordinated decision making to occur. Each coordination point
gateway shall have a name and its intended purpose should be described.
Decisions made at coordination point gateways may provide
⎯ a hard gateway at which all information shall be valid according to the exchange requirements and
without which further progress is not allowed,
⎯ a soft gateway at which information may not be fully valid according to the exchange requirements
but at which progress is allowed on the expectation that full validity will be provided later.
4.6 Exchange requirements
4.6.1 General information
An exchange requirement is a description of a set of information that needs to be exchanged to support a
particular business requirement at a particular stage of a project. It is intended to provide a description of the
information in non technical terms. The principal audience for an exchange requirement is the end user
(architect, engineer, constructor, etc.). It should however also be used by the solution provider since it
provides the key to the technical detail that enables the solution to be provided.
An exchange requirement represents the connection between process and data. It describes a set of
information from a process that has been performed by an actor in the role of initiator to enable a downstream
process to be performed by another actor in the role of executor.
4.6.2 Content
An exchange requirement contains the following information:
⎯ the life-cycle stage(s) for which the exchange requirement is used; an exchange requirement may be
applicable to one or more life-cycle stages,
⎯ an overview that states the aims and content of the exchange requirement using terminology that is
familiar to the user. The aim is that it should be understood by a person who needs to be aware of
what the exchange requirement is intended to achieve but who does not need to know the detail of
how it is achieved. Illustrations may be used to amplify particular points within the overview.
4.6.3 Information units
The information required is provided in a set of information units. An information unit typically deals with one
type of information or concept of interest such as the overall project, walls, windows, etc.
Preconditions for the exchange requirement are identified first. A precondition is an exchange requirement
that should have been completed prior to the execution of the current exchange requirement.
Information units are then broken down further to provide the following:
⎯ an identifying name,
⎯ a description about the information exchanged,
⎯ the identity of the functional part within which the detailed technical content of this information unit is
described,
⎯ the information which needs to be exchanged for the provisions of this exchange requirement to be
satisfied. This should include any special provisions, propositions or rules related to the information.
4.7 Functional parts
4.7.1 General information
A functional part is a description of a unit of information used by solution providers to support an exchange
requirement. It describes the information in terms of the required capabilities of the information model upon
which it is based. A functional part is fully described as an information model in its own right as well as being a
subset of the information model on which it is based.
A functional part focuses on the individual actions that are carried out within a business process. An action is
concerned with a particular unit of information within an exchange requirement. For instance, to exchange a
building model, it is first necessary to model the walls, windows, doors, slab, roof, etc.
Each functional part provides a detailed specification of the information that should be exchanged as a result
of the action. This is both in terms of user description and also binding to a particular information schema or
version. It may participate in several exchange requirements. Therefore, functional parts are designed to be
reusable within many exchange requirements.
NOTE IDM is in principle independent of specific data schema such as IFC 2×3, IFC 2×4 or versions of XML. In
IFC 2×, a functional part (FP) refers to an entity (object) or an attribute.
4.7.2 Content
A functional part contains an overview that states the aims and content of the functional part in non technical
text form. The intention is that, whilst a functional part is primarily intended for solution providers, a user
should still have an awareness of the content since they will be using it in conjunction with an exchange
requirement.
NOTE The description of an information unit within an exchange requirement may be derived from the overview of
the corresponding functional part.
4.7.3 Technical information
A functional part provides for a detailed breakdown of technical information. It describes in detail the entities
and properties required and how they are to be configured.
The technical information section is developed on the basis of a flow of events. That is, it also establishes a
reasonable sequence in which the entities and properties may be defined. Table 1 provides a list of what the
given information includes.
Table 1 — Technical information in functional parts
Technical information Description
Description A detailed description of the information which needs to be asserted within the functional part.
Each individual data item is described in approximate sequence. An individual data item here is
considered to be an object and attribute or a property set and property.
Entity or A specification of the entity/attribute or property set/property combination that fulfils the
property set or art information described or a reference to a functional part that provides results into that currently
considered.
Attributes and properties should also identify the datatype in which they will be expressed.
The convention defined within IDM for the expression of object/attribute/datatype and property
set/property/datatype is
— Functional PObject.Attribute Æ Datatype,
— PropertySet.Property Æ Datatype.
Mandatory/ Optional/ An indication of whether, for the functional part, the information is mandatory (shall be
Required/ Excluded provided), optional (may be provided but is not mandatory), required (optional within the
information model but considered to be mandatory for this functional part) or should not be
asserted for this functional part.
10 © ISO 2010 – All rights reserved
4.7.4 List section
The list section of the functional part provides lists of the names of the various components used. What these
include is described in Table 2.
Table 2 — List of components
Component Description
Entities The entities of interest within the current part
Datatypes Named types of data that may be used including labels, text descriptions, identifiers,
(defined, enumeration enumerated ranges of possible values from which a selection should be made and select types
and select) for alternative routing through a schema
Function Extended rules forming part of a schema that may be processed to validate data (such as
determining that a particular date is within the legal range of possible values for that month and
year)
Property sets Those property sets that are relevant to the current functional part
Functional parts Other functional parts whose services are used
4.7.5 Schema section
The schema section provides the formal description of the functional part as a subset of the information model
from which it is derived, using the form and notation of the parent information model.
This section is specifically for solution providers to guide their implementation development.
4.7.6 Example section
The example section includes particular examples that show how the functional part might be used. It is useful
to provide more detailed guidance to implementers and may be used by them for preliminary testing to ensure
that they are returning the correct results from their solutions.
4.8 Units of functionality
A unit of functionality (UoF) is a collection of application entities, relationships and property sets that defines
one or more concepts within a functional part or exchange requirement such that the removal of any unit
would render the concepts incomplete or ambiguous.
A unit of functionality can be used to capture the basic functionalities within a schema such as naming,
identification, etc. (See Figure 5.)
Functional part
Units of functionality
Figure 5 — Units of functionality within a functional part
5 Implementing and validating IDM components
5.1 Exchange requirement model
An exchange requirement model is the technical solution of an exchange requirement. It is created from the
set of functional parts defining the units of information that support the underlying exchange requirement. (See
Figure 6.)
Exchange
requirement
Exchange
requirement
Functional
model
parts
Business rules Validation tests
Figure 6 — Defining an exchange requirement model
Note that there is a 1:1 correlation between an exchange requirement model and an exchange requirement.
Whilst the expression of an exchange requirement is completely independent of any schema or any particular
version of a schema, an exchange requirement model is schema dependent, due to the fact that it is created
from schema dependent functional parts.
Exchange requirement models are particularly significant as they are the IDM components that
⎯ will be supported within software applications,
⎯ form part of the model view definition that is certified,
⎯ are the components to which business rules are applied,
⎯ are the components against which validation tests can be applied.
See Clause 8 for information on how exchange requirement models are compiled from functional parts.
See Clause A.5 for information on model view definitions.
12 © ISO 2010 – All rights reserved
5.2 Business rules
Business rules describe operations, definitions and constraints that may be applied to a set of data used
within a particular construction process. They enable controls to be applied to
⎯ use of specific entities,
⎯ attributes and properties that shall be asserted (or not asserted),
⎯ values, ranges of values or value limits that should be observed,
⎯ dependencies between entities or attributes or attribute values.
Business rules can be used to vary the result of using an information schema without having to change the
information schema itself. This provides the schema with agility so that, through the application of different
sets of business rules to the same information schema, different local applications can be defined.
Note that it is possible to add to, amend or even delete business rules without affecting the underlying
information schema.
Business rules should be expressed as formal propositions in terms of their actions on exchange
requirements. However, they should be expressed in an appropriate coded form for specific actions on the
functional parts that are contained within an exchange requirement.
An example of a business rule expressed as a proposition is the requirement that the area of a space whose
type is “executive office” shall be greater than or equal to 10 m . In this form, it is applicable to the exchange
requirement. When applied to a functional part, this is coded in the logical form appropriate to the manner in
which the attribute or property is expressed.
Each set of business rules is applied to an exchange requirement model. That is, the assertion of values for
attributes or properties that are derived from the functional parts can be controlled by a set of business rules.
However, where a particular functional part is used within a different exchange requirement model, a different
set of business rules should be applied. This can be seen from Figure 7 where a single functional part may be
used in two separate exchange requirement models. Each exchange requirement model has a separate set of
business rules that may be applied to the functional part contents.
Thus, an identified set of business rules applies to a single exchange requirement model.
Business Business
rules
rules
(B)
(A)
Exchange Exchange
requirement requirement
Functional
model model
part
(A) (B)
Units of functionality
Figure 7 — Applying business rules
Business rules are collected together into sets where each set is applicable to a particular understood level of
application. For instance, a global rule set may be applicable to all functional parts used in IDM on a global
basis. However, a local rule set for use in a particular place (e.g. Norway) will only be applicable to exchange
requirement models used in that place.
Each business rule defined should have a unique identification that indicates
⎯ where it was defined or who it was defined by,
⎯ a level of applicability, e.g. is it applicable to an entity, an enumerated data type or for a property
within a property set,
⎯ an index number or other sequential reference.
It is recommended that unique rule identifiers draw on local or global classification resources to guide the
numbering.
Each business rule should also have a unique name that provides a short indicator of its purpose. This is the
name by which the rule will generally be addressed.
Each business rule should include a complete formal proposition of its purpose. This will provide the logical
statement against which a coded form of the rule can be developed. Since the rule is expressed here as a
proposition, the intent is that any rule or constraint language that is appropriate may be used.
NOTE For example, when using IFC-based information exchange, it is probable that business rules will be expressed
according to the provisions of the IfcConstraintResource schema.
14 © ISO 2010 – All rights reserved
5.3 Validation tests
Validation tests are tests carried out on the information exported from a software application according to the
schema of an exchange requirement model. They are used to ensure that a stated exchange requirement is
being satisfied according to a set of applied business rules. (See Figure 8.)
Validation tests should be carried out using test files that have a known performance and that are specifically
designed to validate particular aspects of the exchange requirement model.
The values assigned to attributes and properties within a test file may vary between locations in which
validation tests are carried out. This is because different sets of business rules may be applied to the same
exchange requirement model in different places.
Validation tests are applied for the purposes of
⎯ verifying that the export of information from a business information system meets the quality criteria
set out in an exchange requirement,
⎯ improving the quality of business information system solutions,
⎯ providing metrics against which claims made for business information system performance can be
verified,
⎯ making comparisons between business information systems fulfilling the same objectives (when
compared using the same tests).
Exchange
requirement
Exchange
requirement
model
Functional
parts
General
guidance
Application
specific
guidance
Business tests Validation tests
Figure 8 — Providing general and application specific guidance
6 General and application guidance
6.1 General guidance
General guidance is guidance provided to users about the extent and quality of the information that they will
need to prepare within a BIM for export according to the provisions of an exchange requirement. It provides a
preliminary statement of quality which, in conjunction with the application specific guidance, can be used to
define the quality objectives against which the performance of BIM users can be tested.
6.2 Application specific guidance
Application specific guidance is particular guidance provided by building information system providers or by
other third party information providers that describes how a software application meets the business needs
expressed by an exchange requirement. This may also include guidance on how to use the software in the
circumstance of the exchange requirement and may also describe how the results are presented and applied.
Note that application software guidance is not provided as part of the IDM but is incl
...








Questions, Comments and Discussion
Ask us and Technical Secretary will try to provide an answer. You can facilitate discussion about the standard in here.
Loading comments...