I-PLM Archiving Project - Introduction and Orientation

1. I-PLM Archiving Project- Introduction and Orientation Rick Bsharah 23 September 2011

2. Intelligent Manufacturing Systems Program (IMS) • The I-PLM Archiving Project is an Intelligent Manufacturing Systems, Manufacturing Technology Platform program. • Intelligent Manufacturing Systems is an industry-led, international research and development program established to develop the next generation of manufacturing and processing technologies. • IMS assists individual firms and groups of firms • building business innovation collaboration networks on a global basis, • conducting forums to understand current and future manufacturing requirements, and • disseminating information resulting from the above activities.

3. IMS I-PLM Archiving Project • The project has the goal of accelerating the adoption and implementation of long term archiving and retrieval standards and recommendations arising from two key manufacturing initiatives. • LOng Term Archiving and Retrieval (LOTAR) International program. • Automotive Industry Action Group’s PLM Archiving and Retrieval (PAR-LTAR) project. • The following organizations and associations are participating in the I-PLM Archiving Project. • Automotive Industry Action Group (USA) • PDES, Inc. Consortium (USA and European Union) • Korea Advanced Institute of Science and Technology - KAIST Nuclear Utility and Shipbuilding (Korea) • European Community’s Seventh Framework Programme, TERRIFIC project (European Union)

4. IMS I-PLM Archiving Focus: Pilot Implementations Along Two Channels • The AIAG PAR recommendations and LOTAR International standards will be tested under carefully controlled conditions within the aerospace and automotive industries. • Completeness and utility will be assessed through carefully monitored implementations. • Additionally, pilot participants will acquire training and experience in the harmonized recommendations and standards. • Pilot implementations outside the aerospace and automotive industry sectors (eg, nuclear utility) will be conducted. • Implementations will be used to test the applicability of the recommendations and standards within alternative industries.

5. Technology Transfer and Optimization PDES, Inc. Consortium Automotive Industry Action Group LOTAR - Use Cases - OAIS Arch - STEP 10303 PAR-LTAR - Use Cases - Ontology Model - Test bed Assessment Toolset I-PLM Archiving Nuclear, Shipbuilding Pilots Aerospace, Automotive Pilots Pilot Feedback

6. Current Effort IMS I-PLM Archiving Project Phases • The IMS I-PLM Archiving Project will consist of the following phases. • Phase I: Transfer of Past Research and Results - Each partner shares their relevant background information. • Phase II: Confirmation of Project Timing and Specification of the Working Groups – Definition of project timeline, deliverables, and lead responsibilities. • Phase III: Knowledge Development – Harmonization and deliverable development. • Phase IV: Pilot Testing and Validation – Demonstrations and assessments are performed. • Phase V: Standardization and Industrial Implementation - Conclusions of the research are documented

7. Benefits of IMS I-PLM Archiving The IMS I-PLM Archiving program will collect and communicate feedback and lessons learned from the pilots regarding the viability and usability of the recommendations and standards. The IMS I-PLM Archiving program will be the catalyst for driving harmonization between the PAR-LTAR and LOTAR initiatives. The pilots conducted by the IMS I-PLM Archiving program will fast-track the design and manufacturing industry’s understanding and adoption of recommendations and standards. To facilitate the pilots, training materials will be produced and a core set of archiving and retrieval subject matter experts will be trained in the recommendations and standards.

8. Extras

9. IMS I-PLM Archiving Project Phase III: Constructing Harmonized Conceptual Archiving and Retrieval Process and Object Models • Harmonizing the work of PAR and LOTAR by using a semantic approach will be a principal thrust of Phase III. • The AIAG PAR Terminology and Ontology Model will serve as the foundation for this task. The model will be extended so that it provides a shared long term archiving and retrieval vocabulary and rule base. It will have a semantic richness that will be used to support existing standards mappings and for aiding requirements conflict resolution. • The AIAG PAR Terminology and Ontology Model is still in development by the AIAG. To accelerate the development of the AIAG PAR ontology, the AIAG PAR project will utilize and where appropriate incorporate the conceptual process and information models developed by the LOTAR International program. This will minimize any need or desire of the AIAG project to re-invent work that has already been released by the LOTAR International program. • The AIAG PAR Terminology and Ontology Model is currently scheduled for completion in July 2012. Through the utilization of the LOTAR models, it is envisioned that the release date could be moved forward by as much as six months. • This acceleration strategy will foster technical alignment of the two initiatives.

10. IMS I-PLM Archiving Project Phase IV: Piloting of Archival and Retrieval Standards and Recommendations • A significant percentage of the project schedule will encompass Phase IV. • The pilots serve two key roles. • They enable the validation, conformance, and interoperability testing of the harmonized LOTAR and AIAG PAR/LTAR conceptual process and object class archiving and retrieval models. • They document the viability of the AIAG PAR test bed assessment toolset. • Pilot testing will be performed in the USA, Europe, and Korea. • Pilots conducted within the aerospace and automotive and defense industries will assess the completeness and utility of creating a set of harmonized archiving and retrieval recommendations and standards for the automotive (AIAG PAR/LTAR) and aerospace and defense (LOTAR) industries. • Pilots performed within the nuclear utility and ship building industries will be used to test the applicability of the recommendations and standards within alternative industries.

11. IMS I-PLM Archiving Project Phase IV: Piloting of Archival and Retrieval Standards and Recommendations (Con’t) • The AIAG PAR test bed assessment toolset may be used as part of the Phase IV pilots. • The AIAG PAR test bed assessment toolset is being developed to facilitate an organization’s compliance to the LTAR recommendations. For the Phase IV pilots, it will be modified to support the measuring of an organization’s compliance to the I-PLM Archiving recommendations and standards. • Assessment occurs as a multi-step process. • First an ontology alignment analysis is performed that measures the degree of semantic knowledge compliance by identifying which archiving object classes or artifacts are being archived and if there are any inconsistencies with respect to the ontological dependencies (sub classifications, relations, etc) of the object classes. • Second, compliance with retention timing and format recommendations will be determined for each product definition artifact. If a pilot is using multiple formats for a common product definition artifact class, then the format compatibility recommendations of will also be assessed. • Finally the profile assessment will measure a pilot’s adherence to the I-PLM Archiving process and quality assurance recommendations.

12. Types of the Product Definition Information From Best Practices in Database Archiving and Information Lifecycle Carl Olofson,Research Vice President, IDC • Reference • Created in response to a stand-alone event. • Randomly retrieved without requiring context • Active until a special event • Examples: Product Design, Customer, Patient, • Transactional • Created at the start of a business process. • Retrieved in the context of a transaction • Deactivated at the end of a business process. • Examples: Sales order, shipment, treatment, • Streaming • Created at reception of a streamed item • Inactive immediately (cannot be updated)