SIST EN 62023:2012

SLOVENSKI STANDARD
01-marec-2012
1DGRPHãþD
SIST EN 62023:2002
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Structuring of technical information and documentation (IEC 62023:2011)
Structuration des informations et de la documentation techniques (IEC 62023:2011)
Structuration des informations et de la documentation techniques (CEI 62023:2011)
Ta slovenski standard je istoveten z: EN 62023:2012
ICS:
01.110 7HKQLþQDGRNXPHQWDFLMD]D Technical product
L]GHONH documentation
29.020 Elektrotehnika na splošno Electrical engineering in
general
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EUROPEAN STANDARD
EN 62023
NORME EUROPÉENNE
January 2012
EUROPÄISCHE NORM
ICS 29.020 Supersedes EN 62023:2000

English version
Structuring of technical information and documentation
(IEC 62023:2011)
Structuration des informations et de la Strukturierung technischer Information
documentation techniques und Dokumentation
(CEI 62023:2011) (IEC 62023:2011)

This European Standard was approved by CENELEC on 2011-11-23. CENELEC members are bound to comply
with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard
the status of a national standard without any alteration.

Up-to-date lists and bibliographical references concerning such national standards may be obtained on
application to the CEN-CENELEC Management Centre or to any CENELEC member.

This European Standard exists in three official versions (English, French, German). A version in any other
language made by translation under the responsibility of a CENELEC member into its own language and notified
to the CEN-CENELEC Management Centre has the same status as the official versions.

CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus,
the Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy,
Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia,
Spain, Sweden, Switzerland, Turkey and the United Kingdom.

CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung

Management Centre: Avenue Marnix 17, B - 1000 Brussels

© 2012 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.
Ref. No. EN 62023:2012 E
Foreword
The text of document 3/1050/FDIS, future edition 2 of IEC 62023, prepared by IEC/TC 3 "Information
structures, documentation and graphical symbols" was submitted to the IEC-CENELEC parallel vote and
approved by CENELEC as EN 62023:2012.

The following dates are fixed:
(dop) 2012-08-23
• latest date by which the document has
to be implemented at national level by
publication of an identical national
standard or by endorsement
(dow) 2014-11-23
• latest date by which the national
standards conflicting with the
document have to be withdrawn
This document supersedes EN 62023:2000.
EN 62023:2011 includes the following significant technical changes with respect to EN 62023:2000:
— the terminology used in the publication has been adapted to the one used in EN 81346-1:2009 and
EN 62507-1:2011;
— the figures have been adapted to the principles used in EN 81346-1:2009 in order to better illustrate
the interrelations between the standards;
— the examples in the annexes have been provided with comments;
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC [and/or CEN] shall not be held responsible for identifying any or all such patent
rights.
Endorsement notice
The text of the International Standard IEC 62023:2011 was approved by CENELEC as a European
Standard without any modification.
In the official version, for Bibliography, the following notes have to be added for the standards indicated:
IEC 62507-1:2010 NOTE  Harmonized as EN 62507-1:2011 (not modified).
IEC 81346-2:2009 NOTE  Harmonized as EN 81346-2:2009 (not modified).

- 3 - EN 62023:2012
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications

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.

NOTE  When an international publication has been modified by common modifications, indicated by (mod), the relevant EN/HD
applies.
Publication Year Title EN/HD Year

IEC 61082-1 2006 Preparation of documents used in EN 61082-1 2006
electrotechnology -
Part 1: Rules
IEC 61355-1 2008 Classification and designation of documents EN 61355-1 2008
for plants, systems and equipment -
Part 1: Rules and classification tables

IEC 61360 - Component data dictionary (CDD) - -

IEC 62027 - Preparation of object lists, EN 62027 -
including parts lists
IEC/PAS 62569-1 - Generic specification of information on - -
products -
Part 1: Principles and methods

IEC 81346-1 2009 Industrial systems, installations and EN 81346-1 2009
equipment and industrial products -
Structuring principles and reference
designations -
Part 1: Basic rules
IEC 82045-1 2001 Document management - EN 82045-1 2001
Part 1: Principles and methods

IEC 82045-2 2004 Document management - EN 82045-2 2005
Part 2: Metadata elements and information
reference model
ISO 7200 - Technical product documentation - EN ISO 7200 -
Data fields in title blocks and document
headers
IEC 62023 ®
Edition 2.0 2011-10
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Structuring of technical information and documentation

Structuration des informations et de la documentation techniques

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
PRICE CODE
INTERNATIONALE
CODE PRIX V
ICS 29.020 ISBN 978-2-88912-707-8

– 2 – 62023  IEC:2011
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 7
2 Normative references . 7
3 Terms and definitions . 7
3.1 General terms . 8
3.2 Terms related to documentation structure . 10
3.3 Terms related to document structure . 11
3.4 Alphabetical index of terms . 12
4 General . 12
4.1 Basic principles of structuring of systems, installations and products. 12
4.2 Objects and documents describing the objects . 14
4.3 Documentation structure and document structure . 14
4.3.1 Documentation structure . 14
4.3.2 Document structure . 14
4.3.3 Border between documentation structure and document structure . 15
5 Main document and complementary documents . 15
5.1 General . 15
5.2 Contents of the main document . 16
5.2.1 Document parts . 16
5.2.2 Document part containing complementary documents . 17
5.2.3 Document part containing characteristic properties . 17
5.2.4 Document part containing constituent objects . 17
5.3 Relationship between main document and complementary documents . 18
5.3.1 Main document . 18
5.3.2 Complementary documents . 18
5.4 Single-level and multi-level main documents . 19
5.5 Classification of the main document . 20
6 Representations of an object . 20
6.1 General . 20
6.2 Presentation of an object type at its occurrences . 20
6.3 Referencing . 21
6.4 Document metadata . 21
Annex A (informative) Example of a composite main document based on a parts list
document . 24
Annex B (informative) Example of a main document based on a list of documents,
referencing data sheet, object lists, etc. . 27
Bibliography . 32

Figure 1 – Illustration of an object with three aspects, and where each of these aspects
are used for sub-structuring . 13
Figure 2 – Information content of a document describing an object . 15
Figure 3 – Documentation structure for a single object . 16

62023  IEC:2011 – 3 –
Figure 4 – Main document and complementary documents; illustration of different
degrees of partitioning of the information into different documents . 19
Figure 5 – Relations among objects and documents . 23

– 4 – 62023  IEC:2011
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
STRUCTURING OF TECHNICAL INFORMATION
AND DOCUMENTATION
FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of IEC is to promote
international co-operation on all questions concerning standardization in the electrical and electronic fields. To
this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,
Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC
Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested
in the subject dealt with may participate in this preparatory work. International, governmental and non-
governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely
with the International Organization for Standardization (ISO) in accordance with conditions determined by
agreement between the two organizations.
2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international
consensus of opinion on the relevant subjects since each technical committee has representation from all
interested IEC National Committees.
3) IEC Publications have the form of recommendations for international use and are accepted by IEC National
Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC
Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any
misinterpretation by any end user.
4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications
transparently to the maximum extent possible in their national and regional publications. Any divergence
between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in
the latter.
5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity
assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any
services carried out by independent certification bodies.
6) All users should ensure that they have the latest edition of this publication.
7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and
members of its technical committees and IEC National Committees for any personal injury, property damage or
other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and
expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC
Publications.
8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
indispensable for the correct application of this publication.
9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of
patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 62023 has been prepared by technical committee 3: Information
structures, documentation and graphical symbols.
This second edition cancels and replaces the first edition of IEC 62023 published in 2000.
This edition constitutes a technical revision.
This edition includes the following substantial changes with respect to the previous edition:
• the terminology used in the publication has been adapted to the one used in
IEC 81346-1:2009 and IEC 62507-1:2010;
• the figures have been adapted to the principles used in IEC 81346-1:2009 in order to
better illustrate the interrelations between the standards;
• the examples in the annexes have been provided with comments;

62023  IEC:2011 – 5 –
The text of this standard is based on the following documents:
FDIS Report on voting
3/1050/FDIS 3/1071/RVD
Full information on the voting for the approval of this standard can be found in the report on
voting indicated in the above table.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
The committee has decided that the contents of this publication will remain unchanged until
the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.
– 6 – 62023  IEC:2011
INTRODUCTION
IEC 62023 can be seen as a bridge between system structuring principles and documentation
structuring principles, in that it provides:
• a standardization of common practice in manufacturing industry with regard to the
organization of information / documentation according to the product structure by means
of a main document;
• a further detailing and formalization of guidance already given in IEC 61355-1:2008, by
the general establishment of the main document concept with explicit referencing to
complementary documents in a document set for a technical object; and
• an application of the object concept from the structuring principles of IEC 81346-1:2009 in
the area of document structuring. It goes beyond the existing documents in that it shows
how objects with several aspects can be kept together in a systematic way.
In Product Data Management (PDM) systems the ”objects” in the product structure, which are
configuration controlled information objects, correspond logically to main documents.
However, although they fulfil all necessary requirements for being documents, the term is
sometimes not used for them.
62023  IEC:2011 – 7 –
STRUCTURING OF TECHNICAL INFORMATION
AND DOCUMENTATION
1 Scope
This international standard provides rules for applying a method of structuring technical
information and documentation by using a main document (leading document) for the
clustering of the information for each object.
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.
IEC 61082-1:2006, Preparation of documents used in electrotechnology – Part 1: Rules
IEC 61355-1:2008, Classification and designation of documents for plants, systems and
equipment – Part 1: Rules and classification tables
IEC 61360, Component data dictionary (CDD).
Available from:
IEC 62027: -, Preparation of object lists, including parts lists
IEC/PAS 62569-1, Generic specification of information on products – Part 1: Principles and
methods
IEC 81346-1:2009, Industrial systems, installations and equipment and industrial products -
Structuring principles and reference designations – Part 1: Basic rules
IEC 82045-1:2001, Document management – Part 1: Part 1: Principles and methods
IEC 82045-2:2004, Document management – Part 2: Metadata elements and information
reference model
ISO 7200, Technical product documentation – Data fields in title blocks and document
headers
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply. In the
definitions, terms that are defined elsewhere in this clause are shown in italics.
An alphabetical index of terms is given in 3.4.
NOTE Definitions taken over from other international standards are not necessarily literally cited, but adapted to
the form required for definitions according to the ISO/IEC Directives.
—————————
In preparation.
– 8 – 62023  IEC:2011
3.1 General terms
3.1.1
object
entity treated in a process of development, implementation, usage and disposal
NOTE 1 The object may refer to a physical or non-physical “thing”, i.e. anything that might exist, exists or did
exist.
NOTE 2 The object has information associated to it.
[IEC 81346-1:2009, definition 3.1]
3.1.2
system
set of interrelated objects considered in a defined context as a whole and separated from their
environment
NOTE 1 The system is considered to be separated from the environment and from the other external systems by
an imaginary surface, which cuts the links between them and the system.
NOTE 2 A system is generally defined with a view to achieve a given objective.
NOTE 3 The term system should be qualified if it is not clear from the context to what it refers.
Examples of a system: a drive system, a water supply system, a stereo system, a computer.
NOTE 4 When a system is part of another system, it may be considered as an object.
[IEC 351-21-20, modified]
3.1.3
plant
assembly of different systems on a specific site
[IEC 61355-1:2008, definition 3.10]
3.1.4
aspect
specified way of viewing an object
[IEC 81346-1:2009, definition 3.3]
3.1.5
structure
organization of relations among objects of a system describing constituency relations
(consists of/is a part of)
[IEC 81346-1:2009, definition 3.9]
3.1.6
occurrence (of an object)
use of an object type within a specified context (another object or system) irrespective of
which object individual is being used
[IEC 62507, definition 3.15]
3.1.7
identifier
attribute associated with an object to unambiguously identify it in a specified domain
NOTE In an identification system several types of identifiers may be required.
[IEC 62507-1, definition 3.8]
62023  IEC:2011 – 9 –
3.1.8
identification number
ID
string of characters representing the value of the identifier
NOTE 1 It is practice that although the term says “number” the string can contain other types of characters as
well.
NOTE 2 The terms product number, item number; part number; article number; product identifying number,
traceability number (serial or batch) are sometimes used as synonyms to identification number.
NOTE 3 Identification numbers are often required to be unique (an object shall have one number only). This is an
unnecessary strong requirement, it is sufficient if they are unambiguous. An object may have more than one
identification number, even if this is an undesirable situation.
Furthermore, it is assumed in the definition that an organization may be responsible for more than one
identification number domain. This is a commonly occurring situation when organizations are merged, etc.
NOTE 4 For products, identification number is normally assigned at the engineering of the object. Objects with the
same identification number are supposed to have the same “form, fit and function” and hence being
interchangeable.
[IEC 62507-1, definition 3.5, modified]
3.1.9
identification (activity)
act of associating identification numbers to an object
[IEC 62507-1, definition 3.4]
3.1.10
product number
product ID
part number
part ID
identification number of a product, based on an identification system used by a particular
organization
NOTE The term part is often synonym for a product that is expected to be used as a component of one or more
assembled products. Part number is therefore synonym to product number.
3.1.11
reference designation
identifier of a specific object formed with respect to the system of which the object is a
constituent, based on one or more aspects of that system
[IEC 81346-1:2009, definition 3.11]
3.1.12
reference designation set
collection of two or more reference designations assigned to an object of which at least one
unambiguously identifies this object
[IEC 81346-1:2009, definition 3.14]
3.1.13
type (of object)
class of objects having the same set of characteristic properties
[IEC 62507-1, definition 3.16]

– 10 – 62023  IEC:2011
3.2 Terms related to documentation structure
3.2.1
document
fixed and structured amount of information that can be managed and interchanged as a unit
between users and systems
NOTE 1 This unit may not necessarily be human perceptible. Information is usually stored on a data medium.
NOTE 2 The term document is not restricted to its meaning in a legal sense.
NOTE 3 A document can be designated in accordance with the type of information and the form of presentation,
for example overview diagram, connection table, function chart.
[IEC 61082-1:2006, definition 3.1.2 and IEC 82045-1:2001, definition 3.2.3, modified]
3.2.2
document number
document ID
identification number assigned to a document
[based on IEC 82045-2:2004, (Clause 8)]
3.2.3
documentation (noun)
collection of documents related to a given subject
NOTE 1 This may include technical, commercial and/or other documents.
NOTE 2 The term subject may refer to objects in the sense of IEC 81346 or to other things to be addressed.
NOTE 3 A documentation can consist of documents, composite documents and document sets.
NOTE 4 The number and kinds of documents in a documentation can differ according to purpose.
[IEC 61355-1:2008, definition 3.5]
3.2.4
document set
collection of different documents which is intended to be treated as a unit
NOTE Document sets may consist of documents and composite documents.
[IEC 61355-1:2008, definition 3.4]
3.2.5
main document
leading document
document representing an object and containing or referring to the complete information on
the object
3.2.6
single-level main document
main document that specifies one assembly level of sub-objects only
3.2.7
multi-level main document
main document that specifies more than one assembly level of sub-objects
3.2.8
complementary document
supplementary document
referenced document, containing part of the information on an object

62023  IEC:2011 – 11 –
NOTE Complementary documents may carry the detailed information, while the main document may carry
information on the organization of the complementary documents only. Example: drawings can be complementary
documents to object lists.
3.2.9
document kind
type of document defined with respect to its specified content of information and form of
presentation
NOTE Sometimes the term document type is used for the same concept.
[IEC 61355-1:2008, definition 3.6]
3.2.10
document kind class
group of document kinds having similar characteristics concerning content of information
independent from the form of presentation.
[IEC 61355-1:2008, definition 3.7]
3.3 Terms related to document structure
3.3.1
document part
identifiable part of a document having a defined purpose with respect to the document
NOTE The concept of document parts emanates from the observation that a document can be sub-divided into
parts, logically and/or physically. A logical part presents information in a homogeneous form of presentation.
Examples of such parts are: administrative part, part containing characteristic properties, part containing
complementary documents, drawing part, revision part, and document header. Example of physical parts: page,
text block, figure, or, considering other media than paper: diskette.
3.3.2
composite document
document containing different parts of information, each part related to a different document
kind class
[IEC 61355-1:2008, definition 3.3]
3.3.3
list item
presentation as part of a table or list of an ordered set of characteristic property values
pertaining to one specific object
[IEC 62027:--, definition 3.3.1]
3.3.4
document list body
table containing list items specifying documents
3.3.5
object list body
table containing list items specifying the objects that constitute an assembly (or sub-
assembly) or system and, if necessary, reference documents
[IEC 62027:--, definition 3.3.2]

– 12 – 62023  IEC:2011
3.4 Alphabetical index of terms

Term Term number Term Term number
aspect 3.1.4 main document 3.2.5
complementary document 3.2.8 multi-level main document 3.2.7
composite document 3.3.2 object 3.1.1
document 3.2.1 object list body 3.3.5
document ID 3.2.2 occurrence 3.1.6
document kind 3.2.9 part ID 3.1.10
document kind class 3.2.10 part number 3.1.10
document list body 3.3.4 plant 3.1.3
document number 3.2.2 product ID 3.1.10
document part 3.3.1 product number 3.1.10
document set 3.2.4 reference designation 3.1.11
documentation (noun) 3.2.3 reference designation set 3.1.12
ID 3.1.9 single-level main document 3.2.6
identification 3.1.9 structure 3.1.5
identification number 3.1.8 supplementary document 3.3.2
identifier 3.1.7 system 3.1.2
leading document 3.2.5 type 3.1.14
list item 3.3.3
4 General
4.1 Basic principles of structuring of systems, installations and products
In order to design, manufacture, operate and maintain systems, installations or products
efficiently, these are usually divided into parts or objects. The establishing of objects and the
organization of the relations among them is called structuring, and the result a structure.
In accordance with IEC 81346-1:2009 different structures can be recognized depending on
the aspect, for example:
• a function-oriented structure;
• a product-oriented structure;
• a location-oriented structure.
Other structures may be relevant for certain purposes.
Each structure is formed in a tree-like, hierarchical way as shown in Figure 1. In such
structures a node represents an object that is of interest from the chosen aspect. It is divided
into its constituents, lower-level objects, as indicated by the branches. These constituent
parts can in turn be divided into their constituent branches etc.

62023  IEC:2011 – 13 –
Object
Product aspect

(-)
Location aspect
(+)
Function aspect
(=)
Product-oriented
Branch
structure
Sub-objects in
location aspect
Sub-objects in
-1
product aspect
+1
=1
Node
-2
+1+1
Location-oriented
structure
Sub-objects in
function aspect
=2
+1+2
Function-oriented
=2=1
+1+2+1
structure
+2
=2=2
+1+2+2
IEC  2140/11
Figure 1 – Illustration of an object with three aspects,
and where each of these aspects are used for sub-structuring
The different structures suit different working tasks:
• a function-oriented structure is based on the purpose of a system. A function-oriented
structure shows the subdivision of the system into constituent objects with respect to the
function aspect, without taking into account possible location and/or product aspects of
these objects;
NOTE 1 Documents in which the information on a system is organized in accordance with a function-oriented
structure highlight the functional relations among the components of that system.
• a product-oriented structure is based on the way a system is implemented, constructed or
delivered using intermediate or final components. A product-oriented structure shows the
subdivision of the system into constituent objects with respect to the product aspect
without taking into account possible function and/or location aspects of these objects;
NOTE 2 Documents in which the information on a system is organized in accordance with a product-oriented
structure highlight the physical arrangements of the components of that system.
• a location-oriented structure is based on the topographical layout or the spatial
constituents of an object. A location-oriented structure shows the subdivision of the
system into constituent objects with respect to the location aspect without taking into
account possible product and/or function aspects of these objects.
NOTE 3 Documents in which the information on a system is organized in accordance with a location-oriented
structure highlight the topographical relations among the components of that system.
For further information on structuring, see IEC 81346-1:2009.

– 14 – 62023  IEC:2011
4.2 Objects and documents describing the objects
A number of different ways of producing, presenting, storing and distributing information about
objects exist.
Computers make it easy to process a set of information as a coherent unit, in principle
regardless of volume. Outside of the computer system, this set of information has usually to
be divided into subsets of information for transfer to other systems and for presentation via
other media.
Traditional practice is to work with limited subsets of information in the form of documents, a
concept that is also used in connection with computer-stored information and has therefore
acquired the generalized definition of a structured set of information capable of being
processed and exchanged as a unit between users and/or systems.
4.3 Documentation structure and document structure
4.3.1 Documentation structure
The documentation structure describes how the total amount of information about a plant,
system, product, etc. is split up among different documents and the relations among these
documents.
A documentation structure that takes advantage of the object concept very precisely reflects
the structure of the actual plant, system, equipment or product. The defined documents shall
then be associated to the object as a whole or to the identified sub-objects. A defined
document should not deal with anything outside of the relevant object or sub-object.
NOTE This does not prohibit that a document in such a set of documentation also can be used (by reference) to
give information on another object, provided that it as a whole is relevant also in that context.
Sets of documentation thus defined can then be manipulated as a whole in order to fit into
different contexts, which is a necessary prerequisite for efficient re-use of information.
4.3.2 Document structure
The document structure describes how the information within a specific document is split up in
different document parts and the relations among these parts.
A document part is a sub-information-object which has an existence of its own and is
characterized in that it:
– has a coherent form of presentation (e.g. text, drawing, etc so that it can be manipulated
with one tool); or
– deals with a specific subject (e.g. chapters and clauses in a text, see also Figure 2); or
– presents a specific sub-object (e.g. instance diagrams in a circuit diagram); or
– forms a physical (layout) block (e.g. a page or an illustration that must be kept together on
one page);
– etc.
A document part is identifiable and it is possible to manage this part like a document as a
whole.
A document part can consist of other document parts. The document parts are thus possible
to be organized in a consist-of/is-part-of document structure. Such a structure is always
inherent in a composite document.

62023  IEC:2011 – 15 –
What is it?
Prepared by whom, when and
Consists of what and how?
where?
What happened, when and why?
IEC  2141/11
Figure 2 – Information content of a document describing an object
4.3.3 Border between documentation structure and document structure
The border between documentation structure and document structure is arbitrary and based
on a decision on which sets of information are required to be presented as one document for
reasons of e.g. tradition, target group, reusability and available tools.
NOTE In the context of the tools used for the preparation of documents, the document parts are often managed in
a way similar to that for the management of documents.
As an example the documentation for an object can be implemented either as a set of
documents, each with a coherent form of presentation, or as one single composite document
in which each of these forms of presentation is dealt with as a document part (see Figure 4).
5 Main document and complementary documents
5.1 General
The information to be provided for an object shall be clearly related to this object.
This information is, when presented, normally split on several documents. To ensure that the
information can nevertheless be kept together, one of the documents is depicted main
document (alternative term "leading document"), the others being complementary documents
(see Figure 3).
– 16 – 62023  IEC:2011
Main document Complementary documents
| Property| Qualifier| DET| Value| Unit|
| Property| Qualifier| DET| Value| Unit|
| Property| Qualifier| DET| Value| Unit|

|Dimension drawing |9XYZ 1002|
|Circuit diagram     |9XYZ 1003|
|Connection table   |9XYZ 1004|
|Ref des|Name|Type des|Data|Part ID|
|Ref des|Name|Type des|Data|Part ID|
|Ref des|Name|Type des|Data|Part ID|
| 9XYZ 1002
|Ref des|Name|Type des|Data|Part ID|
Object list | 9XYZ 1001
| 9XYZ 1003
| 9XYZ 1004
IEC  2142/11
Figure 3 – Documentation structure for a single object
The main document then represents the complete technical object and is characterized by the
following features:
• it shall have a close relation to the technical object described (for example: part number
and document number are the same or closely related, or: document designation that
includes object designation (e.g. reference designation including top node identification));
and
• it should refer to all complementary documents, either directly or indirectly via a separate
document list.
Complementary documents should not refer back to the main document.
NOTE 1 If complementary documents are used together with different main documents, references back creates
an immense demand for updating of the complementary documents.
It is thus always possible to refer to the complete set of information by means of the part
number (in the context of the issuing organization), or by the top node identifier, or by the
reference designation that identifies the object (in the context of the system, product, etc.). It
is also possible to refer to and to use the same complementary documents for a number of
similar objects.
NOTE 2 As the references to the complementary documents are made explicitly, there is no need for any
systematic in document numbering, etc.
NOTE 3 In Product Data Management (PDM) systems the “objects” (in the product-oriented structure) which are
configuration controlled information objects, correspond logically to main documents. However, although they fulfil
all necessary requirements for being documents, they are sometimes not considered as documents.
5.2 Contents of the main document
5.2.1 Document parts
The main document shall contain an administrative part and a part listing the complementary
documents (”document list body”), or refer to such a list. It may in addition contain:
• a part containing characteristic properties of the object (“property list body”);

62023  IEC:2011 – 17 –
• a part listing the constituents of the object (”object list body”).
Annex A shows an example of a main document containing these parts.
For the administrative part, see IEC 82045-1:2001 and IEC 82045-2:2004 dealing with
document management.
5.2.2 Document part containing complementary documents
This part shall contain a list of the complementary documents.
The part should be prepared in the form of a ”document list body”, in which the document list
items specify documents by means of essential metadata for the documents in order to make
them unambiguously identified and traceable.
The following metadata is mandatory:
document ID
The following metadata are optional:
• language code
• revision index
• document kind code
• document kind
• title </br> These metadata are further specified in IEC 82045-2:2004, from which the metadata</br> identifiers shown within angle brackets (< >) have been taken.</br> 5.2.3 Document part containing characteristic properties</br> This part shall contain a specification or description of the object by means of its</br> characteristic properties.</br> The part should be prepared in the form of a “property list body” in which the properties are</br> specified by means of essential metadata for the properties in order to make them</br> unambiguously identified and traceable. Use should preferably be made of relevant data</br> element type definitions in international standards such as IEC 61360 and ISO 13584.</br> The values of the properties are normally associated with a specific life cycle phase of the</br> object, for example “as supplied”, i.e. the property values as manufactured and supplied to</br> the customer.</br> If values associated with several life cycle phases are supplied, the properties shall be</br> individually qualified. For further information, see IEC/PAS 62569-1. See also example in</br> Annex A.</br> 5.2.4 Document part containing constituent objects</br> This document part shall contain a list of the sub-objects in accordance with the chosen</br> aspect.</br> The part should be prepared in the form of an “object list body”, in which the list items specify</br> sub-objects by means of essential metadata for the sub-objects in order to make them</br> unambiguously identified and traceable. For further information, see IEC 62027.</br> </br> – 18 – 62023  IEC:2011</br> The method to include this document part in the main document makes it possible to trace the</br> sub-ordinate objects more easily than in any of the other methods, and therefore</br> recommended.</br> A main document can be used to specify an object from many aspects by inclusion of one</br> object list body for each relevant aspect. How this can be done is illustrated in the Annex A.</br> 5.3 Relationship between main document and complementary documents</br> 5.3.1 Main document</br> As a consequence of 5.2, main documents are commonly based on the following document</br> kinds:</br> • single document, e.g. component drawing; in which the property list body is</br> predominant. This document kind is especially used for purchased components, specified</br> by means of a list of requested characteristic properties, sometimes supplemented by a</br> textual description or an illustration;</br> • object list; see Figure 4b), in which the object list body is predominant. For more</br> information on object lists, including parts lists, see IEC 62027:--; or</br> • list of documents; see Figure 4c), in which the document list body is predominant. The</br> scope of such a list is limited to the actual object.</br> NOTE Documents of the above kinds are not always main documents. The requirements with regard to</br> identification and referencing to the complementary documents have to be fulfilled as well.</br> A main document may also take the form of a single composite document containing the</br> whole set of information about the technical object concerned (see Figure 4a).</br> The opposite to that is the List of documents, with its scope limited to the actual object, and</br> listing all the documents that contain actual information, including the parts list document (see</br> Figure 4c).</br> 5.3.2 Complementary documents</br> The complementary documents for an object are usually many and of different document</br> kinds. The type of object determines which document kinds need to be used.</br> </br> 62023  IEC:2011 – 19 –</br> Main document</br> <b>...</b>