kSIST FprEN 9300-100:2025

SLOVENSKI STANDARD
oSIST prEN 9300-100:2024
01-maj-2024
Aeronavtika - LOTAR Dolgotrajno arhiviranje in iskanje digitalne tehnične
dokumentacije o izdelkih, kot so podatki o 3D, CAD in PDM - 100. del: Splošni
pojmi za dolgoročno arhiviranje in pridobivanje 3D mehanskih CAD informacij
Aerospace series - LOTAR LOng-Term Archiving and Retrieval of digital technical
product documentation such as 3D, CAD and PDM data - Part 100: Common concepts
for long-term archiving and retrieval of 3D mechanical CAD information
Luft- und Raumfahrt - LOTAR Langzeitarchivierung und Bereitstellung digitaler
technischer Produktdokumentationen beispielsweise 3D CAD und PDM Daten - Teil 100:
Allgemeine Konzepte für die Langzeitarchivierung und Wiederverwendung von 3D CAD
Mechanik-Informationen
Série aérospatiale - LOTAR Archivage long terme et récupération des données
techniques produits numériques telles que CAD 3D et PDM - Partie 100 : Concepts
communs pour l’archivage long terme et la récupération des données CAO mécaniques
3D
Ta slovenski standard je istoveten z: prEN 9300-100
ICS:
01.110 Tehnična dokumentacija za Technical product
izdelke documentation
35.240.30 Uporabniške rešitve IT v IT applications in information,
informatiki, dokumentiranju in documentation and
založništvu publishing
49.020 Letala in vesoljska vozila na Aircraft and space vehicles in
splošno general
oSIST prEN 9300-100:2024 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

oSIST prEN 9300-100:2024
oSIST prEN 9300-100:2024
DRAFT
EUROPEAN STANDARD
prEN 9300-100
NORME EUROPÉENNE
EUROPÄISCHE NORM
January 2024
ICS 35.240.10; 01.100; 35.240.30; 49.020 Will supersede EN 9300-100:2018
English Version
Aerospace series - LOTAR LOng-Term Archiving and
Retrieval of digital technical product documentation such
as 3D, CAD and PDM data - Part 100: Common concepts for
long-term archiving and retrieval of 3D mechanical CAD
information
Série aérospatiale - LOTAR Archivage long terme et Luft- und Raumfahrt - LOTAR Langzeitarchivierung
récupération des données techniques produits und Bereitstellung digitaler technischer
numériques telles que CAD 3D et PDM - Partie 100 : Produktdokumentationen beispielsweise 3D CAD und
Concepts communs pour l'archivage long terme et la PDM Daten - Teil 100: Allgemeine Konzepte für die
récupération des données CAO mécaniques 3D Langzeitarchivierung und Wiederverwendung von 3D
CAD Mechanik-Informationen
This draft European Standard is submitted to CEN members for enquiry. It has been drawn up by the Technical Committee ASD-
STAN.
If this draft becomes a European Standard, CEN 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.

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

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and
United Kingdom.
Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are
aware and to provide supporting documentation.

Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without
notice and shall not be referred to as a European Standard.

EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2024 CEN All rights of exploitation in any form and by any means reserved Ref. No. prEN 9300-100:2024 E
worldwide for CEN national Members.

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Contents Page
European foreword . 4
Introduction . 5
1 Scope . 6
1.1 Introduction . 6
1.2 In scope . 6
1.3 Out of scope . 6
2 Normative references . 7
3 Terms, definitions and abbreviations . 7
4 Applicability . 7
5 Fundamentals and concepts for long-term archiving of 3D mechanical CAD
information . 7
5.1 Introduction . 7
5.2 CAD essential information: dependencies on the CAD methods used . 9
5.3 Dependency of CAD essential information on use case . 10
5.4 Use cases shared by different aerospace communities . 11
5.5 Long-term archiving and retrieval of CAD as part of the company risk management . 12
5.6 CAD reference model for long-term archiving of design intent . 13
5.7 Long-term archiving of CAD and the maturity of related technologies. 15
5.8 Archiving of several files for the same CAD model . 16
6 Document structure of EN 9300-1XX family . 16
6.1 Introduction . 16
6.2 Link with other EN 9300 parts . 17
6.2.1 Link between parts EN 9300-1XX for fundamental and concepts . 17
6.2.2 Relationship/linking between the EN 9300-1XX family . 17
7 Qualification methods for long term preservation of archived CAD information . 18
7.1 Introduction . 18
7.2 Specific qualification processes for long term archiving of CAD models and
associated tolerance thresholds . 19
7.3 Categorization of CAD archived files according to a risk management analysis . 20
7.4 Repair in case of identification of errors after retrieval . 21
8 Preservation planning of archived CAD information . 21
8.1 Introduction . 21
8.2 Evolution of CAD systems and other related applications (3D viewers) . 22
8.3 Creation of new validation properties and verification rules . 23
8.4 Evolution of standards and the related relevant recommended practices . 23
8.5 Evolution of business requirements . 23
8.6 Review of the preservation planning policy . 23
9 Administration and monitoring . 24
10 Definition of archive information packages for CAD data . 25
10.1 General. 25
10.2 Content information . 25
10.3 Preservation Description Information (PDI) . 26
10.3.1 Introduction . 26
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10.3.2 Reference information . 26
10.3.3 Context information . 27
10.3.4 Provenance information . 27
10.3.5 Fixity information. 28
10.3.6 Application of PDI data for LTA of 3D CAD . 28
10.4 Packaging information . 29
10.5 Descriptive information . 29
Annex A (informative) The progression of content within CAD systems . 31
Annex B (informative) Template for the table of contents of a part of the family EN 9300-1xx . 32
Annex C (information) Considerations for long-term preservation of CAD 3D information . 33
Annex D (informative) Definition of a representative sample of test cases . 42
Annex E (informative) Example of performance indicators used to manage longevity of CAD
archived information . 45
Annex F (informative) Maturity of the main components for long-term archiving of CAD
mechanical information . 48
Bibliography . 49

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European foreword
This document (prEN 9300-100:2024) has been prepared by the Aerospace and Defence Industries
Association of Europe — Standardization (ASD-STAN).
After enquiries and votes carried out in accordance with the rules of this Association, this document has
received the approval of the National Associations and the Official Services of the member countries of
ASD-STAN, prior to its presentation to CEN.
This document is currently submitted to the CEN Enquiry.
This document will supersede EN 9300-100:2018.
The main changes with respect to the previous edition EN 9300-100:2018 are as follows:
— EN 9300-100 (P1), 07/2018 — Document updated for new generations of CAD method and tool.
Contents in scope of other EN 9300 parts removed:
— “Annex B (informative) Overview of the main types of CAD 3D mechanical information” has
been removed,
— “Annex C (informative) Overview of CAD mechanical assembly structure information” has been
removed.
The annexes of EN 9300-100 provide an understanding of the principles of long-term archiving of CAD
information. EN 9300-100 makes no claim that the listed principles are complete, and the Annexes
should not be understood as a training lecture.
Annex A sums up the evolution of CAD systems.
Annex B proposes a template for the table of content for a part of the family EN 9300-1XX.
Annex B sums up the main issues to take into consideration for long term archiving of CAD 3D
information.
Annex C provides general information for the definition of a representative sample of test cases to be
used in a test plan.
Annex D describes examples of performance indicators used to manage the longevity of CAD archived
Information.
Annex E gives an overview of maturity of the main components for long term archiving of CAD
mechanical information.
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Introduction
This document was prepared jointly by AIA, ASD-STAN, AFNeT, PDES, Inc. and the prostep ivip
Association.
The prostep ivip Association is an international non-profit association in Europe. For establishing
leadership in IT-based engineering it offers a moderated platform to its nearly 200 members from
leading industries, system vendors and research institutions. Its product and process data
standardization activities at European and worldwide levels are well known and accepted. The prostep
ivip Association sees this document and the related parts as a milestone of product data technology.
PDES Inc is an international non-profit association in USA. The mission of PDES, Inc. is to accelerate the
development and implementation of ISO 10303, enabling enterprise integration and PLM
interoperability for member companies. PDES, Inc. gathers members from leading manufacturers,
national government agencies, PLM vendors and research organizations. PDES, Inc. supports this
document as an industry resource to sustain the interoperability of digital product information,
ensuring and maintaining authentic longevity throughout their product lifecycle.
Readers of this document should note that all standards undergo periodic revisions and that any
reference made herein to any other standard implies its latest edition, unless otherwise stated.
The Standards will be published under two different standards organizations using different prefixes.
ASD-Stan will publish the standard under the number EN 9300–xxx. AIA will publish the standard
under the number NAS 9300–xxx. The content in the EN 9300 and NAS 9300 documents will be the
same. The differences will be noted in the reference documentation. For example, EN 9300 Geometric
Dimensioning and Tolerancing will be referenced in ISO 1101 and ISO 16792, and for NAS 9300 the
same information will be referenced in ASME Y 14.5M and ASME Y 14.41. The document formatting,
etc., will follow that of the respective editorial rules of ASD-Stan and AIA.

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1 Scope
1.1 Introduction
This document defines common fundamental concepts for long term archiving and retrieval of
mechanical CAD information for elementary parts and assemblies. It details the “fundamentals and
concepts” of EN 9300-003:2012 in the specific context of long-term archiving of CAD mechanical
models.
Mechanical CAD information is divided into assembly structure and geometrical information, both
including explicit and implicit geometrical representation, geometric dimensioning and tolerancing
with form features.
The EN 9300-1XX family is organized as a sequence of parts, each building on the previous ones in a
consistent way, each adding a level of complexity in the CAD data model. This includes the detailing of
relationships between the essential information for the different types of CAD information covered by
the EN 9300-1XX family.
As technology matures, additional parts will be released in order to support new requirements within
the aerospace community.
1.2 In scope
The present part describes:
— the fundamentals and concepts for long-term archiving and retrieval of 3D mechanical CAD
information;
— the document structure of the EN 9300-1XX family, and the links between all these parts;
— the qualification methods for long-term preservation of archived mechanical CAD information;
more specially, principles for the CAD validation properties and for verification of the quality of the
CAD archived file;
— specifications for the preservation planning of archived CAD information;
— specific functions for administration and monitoring of CAD archived mechanical models;
— the definition of archive information packages for CAD data.
1.3 Out of scope
The following are out of scope for this part:
— long-term archiving of CAD 2D drawings;
— other CAD specialization disciplines, such as electrical harnesses, composite.

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2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements 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.
EN 9300 (all parts), Aerospace series — LOTAR — LOng-Term Archiving and Retrieval of digital technical
product documentation such as 3D, CAD and PDM data
3 Terms, definitions and abbreviations
For the purposes of this document, the terms, definitions and abbreviations given in EN 9300-007 and
the following apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https://www.iso.org/obp/
— IEC Electropedia: available at https://www.electropedia.org/
4 Applicability
Refer to applicability of EN 9300-001:2024, Clause 4.
5 Fundamentals and concepts for long-term archiving of 3D mechanical CAD
information
5.1 Introduction
The family of EN 9300-1XX standards is based on the principles that, over the last several decades,
there have been major changes between the generations of CAD applications, resulting in change of the
underlying representation of the CAD information, and there is a risk of further representational
changes. Figure 1 illustrates this.
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Figure 1 — Illustration of the major generations of CAD systems
NOTE Figure 1 illustrates:
— the first generation of CAD design method allowed the engineer to digitally create a 2D drawing
(without a 3D model). The essential information as well as the Regulatory authority of the design intent is
represented by the 2D drawing;
— the second generation of CAD design method is based primarily on the use of 3D models with the
output being both 2D representation (drawings) and a 3D CAD data set to drive CAM/CAI. The Regulatory
authority of the design intent is represented by the 2D drawing;
— the second generation and half of CAD design method is based on the 3D as principal authoring and the
2D is the published document. The 2D is the document for regulatory authority;
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— the third generation of CAD design method is based on the use of parametric and relational design. The
3D model is fully annotated. The essential information as well as the Regulatory authority of the design intent is
represented by the 3D model;
— the fourth generation of CAD design method is also based on the use of 3D annotated model but only
the semantic PMI are explicitly modelled. The basic dimension have to be queried in the model. The essential
information as well as the Regulatory authority of the design intent is represented by the 3D model;
— the fifth generation of CAD design method is represented by the totally semantic integration.
The primary intent is the machine readability. The human-displayed information are totally on demand.
For more details, see:
— Annex A (informative) – The progressions of content within CAD Systems;
— Annex C (informative) – Considerations for long-term preservation of CAD 3D information;
— EN 9300-110;
— EN 9300-115.
Some algorithms within CAD applications used in the aerospace industry are proprietary and are not
available to the public. These algorithms represent a competitive advantage to the CAD companies.
This results in the fact that aerospace manufacturers cannot guarantee the access to all essential design
intent in its native format, over the life of the product.
The EN 9300-100 describes the methods for preserving CAD mechanical essential information over
time, recognizing that the mathematical representation may change between creation of the CAD
information to its retrieval and hence, after importation, the archived file has to be qualified as
acceptable to a level of precision requested by the business function.
5.2 CAD essential information: dependencies on the CAD methods used
Manufacturers may use different CAD methods for the definition of 3D components. The definition of a
part may be based on:
— 2D drawing only, dimensioned and tolerance;
— 2D drawing with dimensions and tolerances authored in the 2D, derived from a CAD 3D exact
model;
— 2D drawing derived from a CAD 3D exact model with dimensions and tolerances authored in the
3D;
— 3D with GD&T, fully dimensioned and tolerance;
— 3D with GD&T, partially dimensioned and tolerance;
— 3D with GD&T, dimension and tolerance not displayed by default but on demand.
Table 1 sums up the type of CAD information to archive, showing the type of CAD method used.
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Table 1 — Type of CAD essential information to archive, depending on the CAD methods used
Generation Generation Generation Generation Generation Generation
Use cases
1 2 2.5 3 4 5
Certification Archive 2D Archive 2D Archive 2D Archive 3D Archive 3D Archive 3D
annotated annotated annotated
and 3D
model model model
Product Archive 2D Archive 2D Archive 2D Archive 3D Archive 3D Archive 3D
liability and 3D annotated annotated annotated
model model model
Support in Archive 2D Archive 2D Archive 2D Archive 3D Archive 3D Archive 3D
operation and 3D and 3D annotated annotated annotated
model model model
Reuse Archive 2D Archive 2D Archive 2D Archive 3D Archive 3D Archive 3D
and 3D and 3D annotated annotated annotated
model model model
If a company uses method 1 for mechanical design, this company may decide to archive the 3D CAD
model to ease the reuse, but it is not mandatory and depends on its internal policy.
Table 2 — Requirement of category “Design method”
No. Requirement
DM1 If a company uses the method 2 type of data, the 2D drawing shall be archived for
certification and product liability.
Optionally, 3D file can extend the archive package for the support and reuse.
DM2 If a company uses the method 2.5 type of data, the 2D drawing shall be archived for
certification and product liability.
DM3 If a company uses the method 2.5 and 3D data are required by your company certification
policy, the 3D data shall be archived in addition to the 2D drawing.
DM4 If a company uses method 3, 4 or 5 Long Term Archiving and Retrieval of 3D CAD with
GD&T models is required.
5.3 Dependency of CAD essential information on use case
Following the regular enhancements of CAD applications, designers create new types of CAD
information (see Annex A).
This document for long-term archiving and retrieval of CAD information cannot be defined and
implemented in the abstract, but it shall be related to specific business requirements (see
EN 9300-002:2018, Clause 6 “Key requirements”) detailed by use cases (see EN 9300-003:2012,
Figure 8: “Distinction of business requirements, business cases and use cases”).
These use cases describe precisely the functions to be supported by the preserved information after
retrieval. Consequently, they identify the essential information for archive specific to the use case, and
the related mechanisms to validate the full process of preservation. This is illustrated by Figure 2 below.
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Figure 2 — Links between use cases, essential information and EN 9300-1XX parts
In this example, the part 1XX describes specifications for long-term archiving of a set of essential
o
information n 1, allowing to support retrieval for use cases 1 and 2. Then, the part 1YY describes
o
specifications for long-term archiving of a set of essential information n 2, including the set of essential
o
information n 1, then supporting additional use cases 3 and 4. The figure also points out that both the
functions to be supported after retrieval and the associated levels of quality depend of the policy of risk
management of the aerospace manufacturer (see 5.5).
5.4 Use cases shared by different aerospace communities
Aerospace manufacturers share some common requirements, such as certification and product liability;
these result in common use cases for retrieval. However, there are also strong differences in products
and processes between aerospace manufacturers, depending on:
— the type of product (satellites, large civil airframe manufacturer, engines etc.);
— the type of customers (civil, defence);
— the related processes of support.
As a result, the aerospace community does not share a single set of use case. Some use cases are
common only to a particular community of aerospace manufacturers, which may share the same legal
constraints or business needs. Use cases specific to a company are not described; these may be related
to a particular process, or part of a competitive advantage. Figure 3 illustrates the families of use case.
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Figure 3 — Different levels of commonality of business requirements and use cases
The EN 9300-1XX standards describe requirements and use cases for long term archiving and retrieval
of CAD mechanical information which are:
— common to all the community of aerospace manufacturers;
— common to a particular but broad community of aerospace manufacturers, with a scope clearly
mentioned, and with the agreement of the aerospace community.
Some requirements are not shared by all the aerospace manufacturers.
Where a use case is shared by a particular community of aerospace manufacturers, the EN 9300
standard may be extended to include this case.
In the case of uses cases particular to a manufacturer, this manufacturer shall apply the fundamental
concepts of the EN 9300 standards relevant to its needs and document the related process chain and
essential information.
The section “business specification” of each specific part details the business requirements and the
associated use cases.
5.5 Long-term archiving and retrieval of CAD as part of the company risk management
The use of 3D mechanical CAD information results to different risks for long term archiving compared
to those encountered in the past for 2D drawings, such as information access and usability of the digital
data content.
The EN 9300 standard defines rules and principles to be applied by the manufacturers. It defines, where
possible, a mandatory set of verification rules for the CAD model, based on an open international
format, and it defines also validation properties to be created during the ingestion and to be checked
during the retrieval process (see EN 9300-005:2017).
For CAD information, these verification and validation rules are in most cases based on thresholds, the
values of which are not fixed in the standard, since the results are subject to numerical errors in the
algorithms of the CAD applications. The EN 9300-100 standard identifies the point where it may be
adapted by each manufacturer, according to its own specific processes and products. It is the
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responsibility of the manufacturer to document and apply the principles, with the appropriate
thresholds, according to an analysis based on risk management, as illustrated in Figure 4.

Figure 4 — Long-term archiving of CAD and risk management
Table 3 — Requirement of category “risk management”
No. Requirement
RM1 The company shall describe precisely the list of rules it has selected for verification and
validation levels (level 0, level 1 or level 2), with the associated tolerance thresholds
RM2 If the verification or validation levels are not level 0 then, the company shall archive the
CAD STEP file with the associated validation report and verification report

The aerospace manufacturer should define a risk management policy to ensure the long-term archiving
and retrieval of CAD information. To reduce the risk, the company should select or establish an
appropriate qualification method.
For more details, see Clause 7: “Qualification methods for long term preservation of CAD archived
information”.
5.6 CAD reference model for long-term archiving of design intent
Once the CAD model has been released, there are three main strategies to preserve the essential
information of the design through the product life cycle:
— Solution 1: to migrate the design intent of the released native CAD format from system X to the
native format of the next generation of CAD system Y, with a process demonstrating that the
essential information of the migrated model is equivalent to that of the original native essential
information.
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Figure 5 — Migration strategy
NOTE This solution is out of the scope of EN 9300, and is not put forward for aerospace products, where data
life is expected to exceed 50 years.
— Solution 2: to convert the released original native CAD model to an archived open format, then
convert it upon retrieval to the target CAD native format and ensure that the target native essential
information is equivalent to the original released essential information based on the validation
properties in the archived open format.

Figure 6 — Migration strategy 2
— Solution 3: to convert the released original native CAD model to an archived open format; and in
parallel, to migrate the released native CAD format to the native format of the next generation of
CAD system. The essential information of the archived open format is compared to the essential
information of the migrated native CAD model.
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Figure 7 — Migration strategy 3
There is a need to identify what is the CAD reference information over the time and corresponding to
the use cases of the organization.
The qualification of a CAD model as the reference is related to its precise purpose within a well-defined
context, relative to the specific processes and methods of each company.
Table 4 — Requirement of category “CAD reference model”
No. Requirement
CRM1 According to its specific processes and uses cases, the company shall decide if an
archived neutral format CAD model can be directly used as a reference, OR if the
reference is the CAD native format model (as initially released, or migrated, or
converted from the STEP archive).

For example, a CAD 3D reference model with neutral formatting may be used to confirm that the
manufactured part conforms to the design geometry by comparing digital scan of the physical to the
digital nominal, but the same neutral format file may not be allowable to initiate an NC machine
programming, for such a case the native file format may be mandated as the input data source.
The identification of the use cases where the neutral archived CAD model is the reference allows the
company to list the essential information required for the archive. Refer to the relevant appendices of
the specific parts EN 9300-1XX.
5.7 Long-term archiving of CAD and the maturity of related technologies
The availability of COTS applications able to support open standards for the long-term archiving of CAD
- as stipulated in EN 9300-003:2012 - requires the availability of:
— ISO or equivalent open standard defining the CAD information model (e.g. ISO 10303-203:2011,
ISO 10303-214:2010 or ISO 10303-242:2022);
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— associated recommended practices, such as that developed and maintained by STEP associations
like the CAX Implementor Forum;
— applications for long-term archiving of CAD essential information (for example, STEP interfaces for
CAD systems, STEP file checker, STEP viewer). These applications are developed and maintained by
CAD IT vendors or companies specialized in CAD interoperability solutions;
— qualification of these applications for long-term archiving.
The breakdown of EN 9300-1XX family takes into account both the priorities of aerospace
manufacturers business needs and the maturity of the related components. The EN 9300 standards
cannot make use of specifications which are immature or do not reflect the consensus of the aerospace
community.
See Annex F (informative) “Maturity of the main components for long-term archiving of CAD
mechanical information”.
5.8 Archiving of several files for the same CAD model
The same native CAD model may contain different types of essential information, corresponding to
different use cases. In addition, technologies to archive the different types of essential information are
being developed progressively, and some of them are not yet available. As a result, the organization may
decide to convert the same native CAD model into several neutral archive files, corresponding to
different use cases, and different types of essential information to be preserved.
NOTE The part 100 allows the CAD parametric and the explicit information to be archived in the same file if
all the appropriate information is preserved.
6 Document structure of EN 9300-1XX family
6.1 Introduction
The family of parts 1XX has been structured based on the main types of CAD essential information
required for each archive use case, taking into account the technologies available.
As described in EN 9300-001:2022, the structure of parts for the EN 9300-1XX family is shown in
Table 5.
Table 5 — Document structure of EN 9300-1XX family
9300–100 Common concepts for long-term archiving and retrieval of 3D mechanical CAD
information
9300–110 CAD mechanical 3D Explicit geometry information
9300–115 Explicit CAD assembly structure
9300–120 CAD 3D explicit geometry with product and manufacturing information
9300–121 Semantic representation of CAD 3D Explicit Geometry with Product and
Manufacturing
9300–125 Explicit CAD assembly structure with Graphic Product and Manufacturing
Information (PMI)
For clarity and consistency, the document structure of each specific part of the EN 9300-1XX family will
follow the same scheme, as described in Annex B “Template for the table of contents of a part of the
family EN 9300-1XX”.
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6.2 Link with other EN 9300 parts
6.2.1 Link between parts EN 9300-1XX for fundamental and concepts
To share common concepts across several EN 9300 parts in a consistent way and without duplication,
the generic concepts for long term archiving and retrieval of all types of 3D design aerospace
information are described in EN 9300-003:2012. Part EN 9300-100 describes all concepts common to
the family EN 9300-1XX. Each part 110, 115, 120, etc. will detail the concepts specific to its scope.
6.2.2 Relationship/linking between the EN 9300-1XX family
In general, it is possible to add different kinds of information into one Archival Information Package
(AIP). This includes, for example, native formatted files as well as archived formatted files. As a further
breakdown, when different kinds of information are present in one archived formatted file it is
necessary to comment on the relationships linking the parts and their constraints. This means that one
STEP file can contain relevant information from different data domain specific parts. The following
figure shows an example:
Figure 8 — Relationship/linking between the EN 9300-1XX family
The part EN 9300-120 reuses the principles of long-term archiving of the 3D explicit geometry as
described in part EN 9300-110.
The part EN 9300-125 reuses the principles of long-term archiving of the CAD assembly structure as
described in part EN 9300-115 and the principles of long-term archiving of the 3D explicit geometry as
described in part EN 9300-120.
Table 6 — LOTAR part relation with CAD generations
Scope Generation Generation Generation Generation Generation
2 2.5 3 4 5
110 Explicit CAD Geometry Yes Yes Yes Yes Yes
115 Explicit CAD Assembly  Yes Yes Yes Yes
Structure
120 Explicit CAD Geometry  Yes Yes Yes
with Graphic PMI
121 Explicit CAD Geometry   Yes Yes Yes
with Semantic PMI
125 Explicit CAD Assembly  Yes Yes Yes
Structure with Graphic
oSIST prEN 9300-100:2024
prEN 9300-100:2024 (E)
Scope Generation Generation Generation Generation Generation
2 2.5 3 4 5
PMI
a Explicit CAD Assembly   Yes Yes Yes

Structure with
Semantic PMI
a Explicit CAD Geometry    Yes Yes

and Machining Form
Features
132 Structural Joins for   Yes Yes Yes
a Assembly and
Installation
a
Planned future LOTAR documents.

The archived STEP file contains different kinds of information. In this example verification and
validation properties for 3D shape information, auxiliary geometrical/layer information and PMI
information were archived. Although the AIP contains all kinds of information, the description of
requirements/definitions for these kinds of information belongs not to one EN 9300 part but to
different parts.
7 Qualification methods for long term preservation of archived CAD information
7.1 Introduction
As stated in Clause 5, long-term archiving and retrieval of CAD mechanical information is based on the
precise identification of the essential information, according to a specific context described by a set of
use cases. Historically, each new generation of CAD application has had an associated change of
mathematical representation of the CAD information. Since further change cannot be ruled out, the CAD
information may have to be transformed to a new representation during the import into the target CAD
system, with a consequent risk of uncontrolled change to the essential CAD information.
The long-term archiving and retrieval process described by the parts EN 9300-010 to EN 9300-015
describes a chain of several data format conversions (from native source CAD format to STEP format,
then from STEP format to native target format) each of which has a risk that the CAD information may
be altered.
The company shall therefore ensure the long-term preservation of the archived CAD information by the
control of the essential information as identified in the parts of the family EN 9300-1XX, and by
monitoring changes to all components involved in the associated archival process chain.
Qualification methods should be described for all the components involved in the process chain for long
term archiving. This includes:
— the CAD system;
— the product data management system, product lifecycle management system or the team data;
— management system hosting the meta data for the original native CAD model;
— the STEP interfaces (import, export);
— the tools for computation of CAD validation properties;
oSIST prEN 9300-100:2024
prEN 9300-100:2024 (E)
— the tools for verification of the quality rules of the archived STEP files;
— the viewer of archived CAD models;
— the workflow controlling the process chain.
NOTE The list is informative and is not exhaustive.
At the business level, the preservation of CAD essential information is based on the use of verification
rules on archived STEP files and on validation properties (see EN 9300-003:2012 and
EN 9300-005:2017).
The distinctive qualification methods based on validation properties and verification rules for CAD
archived files will be described in the corresponding specific parts in the EN 9300-1XX series.
See following annexes for more details:
— Annex C: considerations for long term preservation of CAD 3D information;
— Annex D: definition of a representative sample of test cases.
7.2 Specific qualification processes for long term archiving of CAD models and
associated tolerance thresholds
The qualification process of the archived CAD STEP model is fundamental to ensure its preservation for
long term.
Based on EN 9300-005:2017, Clause 6 “Qualification methods”, EN 9300-100 distinguishes 2 main
categories of qualification methods.
Methods of qualification based on computation of discrete values
These methods do not require the use of a defined tolerance threshold. The computation is based on
algorithms providing an exact result (Boolean value or integers). In this case, the verification rule or the
comparison of validation property is not sensitive to the change of mathematical kernel of CAD systems.
EXAMPLE A CAD explicit assembly structure is represented by a graph of type “tree”; a rule will verify that the
graph is acyclic.
A validation property may describe the total number of components for a CAD assembly structure or
the total number of 3D Geometric Dimensioning statements in a CAD model. In these cases, the
difference of validation properties between the original native CAD model and the target CAD model is
an integer and the result is simple to interpret.
Methods of qualification based on computation of continuous values, requiring tolerance threshold(s).
These methods are based on algorithms providing outputs of type “real” (continuous values), which are
tested against a tolerance threshold.
The pair of curves which are common to an edge between two faces should be contained in a cylinder of
diameter inferior to 0,05 mm.
A validation property may represent the v
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