PDM-UG: Specific Part Type Classification

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This page belongs to the PDM Usage Guide. Further actual information can be found at Product Basics#Product Category.

A simple basic type of classification of products in STEP works by assigning categories to product data items. These categories are identified by name labels that define the related classification. This type of classification is referred to as specific classification.

NOTE - As an advanced requirement there might be the need to classify product data items according to a classification system with explicit reference to the classification criteria and related properties of the product data items. This classification mechanism is called general classification. The PDM Schema currently only supports the specific classification of product data items via assigned categories, which are defined by labeling them with a name.

Contents

Classification of parts and managed documents

The PDM Schema supports the specific classification of parts and managed documents. The specific part type classification can be used in addition to the basic part vs. document type classification mechanism.

The Instance Model: EXPRESS entities and attributes

The EXPRESS entities and attributes used to support the requirements of specific part type classification are illustrated in Diagram 5.

Image:Diagram_5_Specific_Part_Type_Classification_Instance_Diagram.png
Diagram 5 : Specific Part Type Classification Instance Diagram

Product related product category

The product_related_product_category entity is a subtype of product_category.

Attributes

  • The name attribute identifies the category via a label.
  • The description provides additional characterization for the product category.
  • The products attribute associates the category with the product entity instances to which it applies.


ENTITY product_related_product_category Attribute Population Remarks
name type: label = text  
description type: text = string OPTIONAL
products type: entity = product SET[1:?]


Preprocessor Recommendations

For reasons of robustness (see postprocessor recommendations below) preprocessors should list all products in the attribute product_related_product_category.items that are either direct members of that category or which belong to sub-categories of this category. A given product category shall only be instantiated once in an exchange file.

It is recommended that all product_related_product_category instances used for the purposes of classification be interrelated in a single taxonomy. The root node of this taxonomy relates to the basic classification used to distinguish parts from documents. More specific categorizations are related to this basic category as sub-categories.

Since the specific classification capability relies exclusively on the name labels for the interpretation of the category semantics, exchanges of such information are only meaningful when the category names are agreed upon between the exchange partners. For the PDM Schema a basic hierarchy of categories for specific part classification is recommended (see Table 1). Exchange partners might extend that list based on bilateral agreements.


1st level category 2nd level category 3rd level category ...
Part Detail spare part  
  Assembly prototype part  
  Standard    

Table 1 : Basic Part Classification Hierarchy

Postprocessor Recommendations

Postprocessors should also tolerate instances of product_category as opposed to product_related_product_category in the intermediate levels of a product category hierarchy definition. Processors should at least be robust enough to ignore the product_category instances. If these instances are ignored then the detailed information of the product category hierarchy is not completely transferred, nevertheless the assignment of products to basic categories is still maintained since these assignments always use product_related_product_categories.

Related Entities

The entity product_category is a supertype of product_related_product_category that does not have the attribute products. Thus a product_category can only be used as an intermediate node in a classification hierarchy to which no products are directly assigned.

Product category relationship

The product_category_relationship entity establishes a category-subcategory relationship between two product_category entities.

Attributes

  • The name attribute gives the word or group of words by which the relationship is referred.
  • The description attribute provides additional descriptive information related about the relationship.
  • The category attribute identifies the super category (more general) in the relationship.
  • The sub_category attribute identifies the sub category (more specific) in the relationship.


ENTITY product_category_relationship Attribute Population Remarks
name type: label = string  
description type: text = string  
category type: entity = product_related_product_category  
sub_category type: entity = product_related_product_category  

Preprocessor Recommendations

The PDM Schema does not have restrictions on potential nestings of category hierarchies besides that it is strongly recommended that the structure is a cyclic. Nevertheless preprocessing systems should be aware that not all post processing systems might support an arbitrarily deep structuring of hierarchy levels.

Postprocessor Recommendations

Postprocessors should at least support a two-level category hierarchy. This is in alignment with the requirement to process the basic product instance type classification, which is to be done on two levels for product entity instances that model parts being assemblies or details.

Related Entities

Instances of product_category_relationship relate instances of product_category and product_related_product_category.

The Instance Model: STEP exchange file format (ISO10303 Part 21 syntax)

ISO-10303-21;
HEADER;
FILE_DESCRIPTION((''), '2;1');
FILE_NAME('', '10.09.1999 14:18:28', ('n.n.'), (''), '', '', '');
FILE_SCHEMA(('PDM_SCHEMA {1.2}'));
ENDSEC;
DATA;
#10 = PRODUCT_CATEGORY_RELATIONSHIP('', $, #20, #30);
#20 = PRODUCT_RELATED_PRODUCT_CATEGORY('part', '', (#40));
#30 = PRODUCT_RELATED_PRODUCT_CATEGORY('detail', $, (#40));
#40 = PRODUCT('comp_part', 'a_part', '', (#60));
#50 = PRODUCT_CATEGORY_RELATIONSHIP('', $, #30, #100);
#60 = PRODUCT_CONTEXT('', #70, '');
#70 = APPLICATION_CONTEXT('');
#80 = APPLICATION_PROTOCOL_DEFINITION('version 1.2', 'pdm_schema', 2000, #70);
#90 = PRODUCT_DEFINITION_FORMATION('1', '', #40);
#100 = PRODUCT_RELATED_PRODUCT_CATEGORY('spare part', $, (#40));
#110 = PRODUCT_CATEGORY_RELATIONSHIP('',$, #100, #120);
#120 = PRODUCT_RELATED_PRODUCT_CATEGORY('independent product', $, (#40));
ENDSEC;
END-ISO-10303-21;
Example 6 : exchange file segment for specific part type classification
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