Final
Interactive Electronic Technical Manual

Migration/Integration Requirements Plan

for the
DOD CALS IDE PROJECT
An MVP Joint Venture

January 1997


Submitted by
ManTech Advanced Technology Systems
West Virginia Technology Applications Operations Center
1000 Technology Drive, Suite 3310
Fairmont, West Virginia 26554

In support of
Contract DAAB10-94-D-0503-0048
and in compliance with
CDRL Sequence Number A007



Robert S. Kidwell      Jack G. Richman
Technical Director      Project Manager
DoD CALS IDE Project      DoD CALS IDE Project

TABLE OF CONTENTS

   
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LIST OF FIGURES
LIST OF TABLES
1.0  INTRODUCTION
2.0  MIGRATION ALTERNATIVES AND ISSUES
3.0  STEP BACKGROUND
4.0  THE ETM AP
5.0  MIGRATION/INTEGRATION REQUIREMENTS
    5.1  Detailed Requirement Identification
    5.2  ETM AP Development
        5.2.1  New Work Item Proposal
        5.2.2  ETM Application Activity Model
        5.2.3  ETM Application Reference Model
        5.2.4  ETM Application Interpreted Model
        5.2.5  ARM/AIM and SGML/STEP Harmonization
6.0  CONCLUSIONS
APPENDIX  A:  REFERENCES
APPENDIX  B:  ACRONYMS AND ABBREVIATIONS

LIST OF FIGURES


      
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Figure  3.0-1  Principle Components of the CALS Vision and Strategy
Figure  5.2.2-1  IDEF-0 Box With Standard Arrow Positions and Meanings

LIST OF TABLES

      
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Table  5.2.5-1  Information Types

1.0  INTRODUCTION

      
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This report was prepared in support of the United States (U.S.) Department of Defense (DoD) Continuous Acquisition and Life-cycle Support (CALS) Integrated Data Environment (IDE) project. The purpose of this report is to address the core requirements for developing a plan for migrating the U.S. DoD Interactive Electronic Technical Manual (IETM) specifications, MIL­M­87268, MIL-D-87269, and MIL-Q-87270 to a non-defense standard or specification. This report is a follow up to the "IETM Standardization Migration Alternative and Strategy Report" [1] and essentially expands on the primary migration alternative recommendation thatis standardization through the Standard for the Exchange of Product model data (STEP), International Organization for Standardization (ISO) 10303.

2.0  MIGRATION ALTERNATIVES AND ISSUES

      
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In [1], issues and alternatives associated with the migration of the IETM specifications to a non­defense standard or specification were addressed. In addition, consideration was given to defense-oriented alternatives. The non-defense alternatives included the following:

The defense-related considerations and alternatives that were presented consisted of the following:

Also in [1], various issues that complicate the prospect of migrating the IETM specifications to a non-defense standard or specification were presented. The main issues that were presented and/or discussed are as follows:

Given the issues and alternatives addressed in [1], the recommended non-defense migration alternative was standardization through STEP. This migration path would require the development of an appropriate Application Protocol (AP), similar to the Electronic Technical Manual (ETM) AP introduced in [2]. It is further recommended that requirements for training manuals either be included within this ETM AP or be provided in a separate AP. The development of an ETM AP would constitute a non-defense standard for IETMs.

3.0  STEP BACKGROUND

      
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STEP is an international standard (ISO 10303) for the computer-processable, standardized representation of product data that covers the entire life-cycle of a product [3]. Within STEP [3], a product is defined as a thing or substance that is produced by a natural or artificial process. In addition, product data is defined as a representation of facts, concepts, or instructions about a product or set of products in a formal manner suitable for communication, interpretation, or processing by human beings or by automatic means [3].

As can be seen from the definitions above, the potential scope of STEP is enormous. Everything that is bought, sold, shipped, consumed, manufactured, and/or used in any way (with the possible exception of humans and animals, depending on one's definition of thing and/or substance) is a product. In addition, with respect to the purpose of this report, computer software, Technical Manuals (TM), ETMs, and IETMs are all products. TMs, ETMs, and IETMs could also be considered forms of product documentation.

Given STEP's potential scope, coupled with the vast number of ways to represent products and product data, one could argue that STEP could ultimately prove to be one of the most complex and time-consuming standardization efforts ever undertaken. Consequently, if STEP is to be truly successful, it will require the unrelenting support of both Governments and major industries from around the world for many years to come.

STEP is considered by some to be one of four principal components of the CALS vision and strategy that are necessary for achieving Enterprise Integration (EI). The other three principal components include Electronic Commerce/Electronic Data Interchange (EC/EDI), Concurrent Engineering (CE) principles, and CALS technical information (whose aspects fall almost entirely within the scope of STEP but can be used in conjunction with STEP, in a complementary fashion). A pictorial view of these principal components of the CALS vision and strategy was given in [1] and is repeated in Figure 3.0-1.

The first official release of STEP was approved as an ISO standard in December 1994 [4]. It was then adopted as an American National Standard (ANS) in February 1995.

STEP is organized into separately published parts. Each part falls into one of the following seven categories [4, 3]:

  1. Description methods: Parts 11 to 19.
  2. Implementation methods: Parts 21 to 29.
  3. Conformance testing methodology and framework: Parts 31 to 39.
  4. Integrated resources - Generic resources: Parts 41 to 99.
  5. Integrated resources - Application resources: Parts 101-199.
  6. Application protocols: Parts 201 to 1199.
  7. Abstract test suites: Parts 1201 to 2199.

Figure 3.0-1  Principle Components of the CALS Vision and Strategy

Product data description methods within STEP cover both computer processable and graphical description methods. The computer processable product data description method defined within STEP is EXPRESS. EXPRESS is a formal information requirements specification language that allows a complete and unambiguous description of product data and the constraints applicable to that data.

The parts governing implementation methods within STEP address methods and constraints regarding the use of APs. These methods include common information requirements, constraints regarding conformance requirements, etc. Current implementation standards that either are approved or are in process include ISO 10303­21, which is a specification for mapping EXPRESS to a sequential data file for exchange; 10303­22, which provides a standard software interface to STEP data (the Standard Data Access Interface (SDAI)); 10303­23, which covers C++ language binding to the SDAI; 10303­24, covering C language binding to the SDAI; 10303­25, covering FORTRAN language binding to the SDAI; and 10303­26, the Interface Definition Language (IDL) binding to the SDAI [5, 6].

The conformance testing methodology and framework govern the testing of software products that claim conformance to an ISO 10303 AP. These parts are being developed with the goal of ensuring that tests are performed correctly and that test results are consistent whenever and wherever they are conducted [3].

Integrated Resources (IR) are the bases for describing product data. They provide a unique representation of each element of information within 10303. Generic IRs are termed context­independent, whereas application IRs are related to a specified group of applications. IRs provide a foundation for later integration and/or harmonization of different APs.

APs are the application-specific building blocks of STEP. For a given application (e.g., Mechanical Design Using Boundary Representation (AP204), Life-Cycle Product Change Process (AP208), etc.) an AP contains the scope, context, and information requirements necessary for data standardization and exchange. Development of an AP is recommended in [1] for migrating the DoD IETM specifications to a non­defense standard. The development of an AP is not a trivial undertaking and is addressed later in this report.

Abstract test suites contain sets of abstract test cases for their corresponding APs. Abstract test cases are developed in a formal language and specify (in an application­independent manner) the necessary steps required to evaluate one or more conformance requirements. Each AP contains (or will contain) a reference to a corresponding abstract test suite.

4.0  THE ETM AP

      
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This section describes three somewhat independent developments that led to the conclusion in [1] that standardization through STEP, with the development of an ETM AP, is the most appropriate course of action for non­defense standardization of IETMs. In short, the recommendation in [1] for the development of an ETM AP arose not simply because it seemed logical, given the scope of STEP, but also because of recent work within both the U.S. Navy (as reported in [2]) and the STEP community (recent work in Working Group 3/Team 8 (WG3/T8) and Working Group 3/Team 14 (WG3/T14) which is explained below). Much of this section is a combination of elements from the STEP and recommendations sections within [1]. The reprinting of some of the paragraphs below was chosen over referencing for the sake of making this more of a stand-alone document.

The idea of developing an ETM AP is proposed in [2] as one of at least three principal components for establishing an integrated product logistic support database. The other two principal components consist of a Product Support Analysis (PSA) AP and an Order Administration AP. In [2] these three APs, together, are termed the Product Logistic Support (PLS) AP suite. In all three cases, it is further proposed in [2] that these APs be developed through a harmonization of one or more U.S. military standard, specification, and/or practice with appropriate portions of the European AECMA 1000D and 2000M.

Specifically, the ETM AP would be developed from a harmonization of MIL­D­87269 and AECMA 1000D. The PSA AP would be a harmonization of MIL­STD­1388­2B, and Chapters 1A and 1B of AECMA 2000M. The Order Administration AP would be a harmonization of Military Standard Requisitioning and Issue Procedures (MILSTRIP); Military Standard Transaction Reporting and Accounting Procedures (MILSTRAP); and the Procurement Planning, Order Administration, and Invoicing sections of AECMA 2000M (Chapters 2 through 5).

The PLS AP suite is not specifically being developed by any of the current working groups within STEP. Although this is the case, considerable interest [7, 8] has been expressed recently in WG3/T8 (the Product Structure and Life-Cycle Support Team) concerning the work proposed in [2]. This interest resulted in the drafting of a letter/proposal to various national and industry organizations to seek their support for including a harmonized Logistics Support Analysis (LSA) standard (the Integrated Logistics Standard Harmonization Application Protocol (ILS AP)) within STEP [7]. In a recent meeting of T8 (Dallas, TX, 19-26 January 1996), discussions associated with the creation of the ILS AP were tabled due to funding and ownership issues [8].

In terms of recent and future work, WG3/T8 has been developing AP208 (The Life-Cycle Product Change Process Application Protocol). Other planned APs (in addition to the ILS AP) currently include [9]

At this time, it appears that the ETM AP issue should be addressed not only by WG3/T8, but also by WG3/T14 (the Product Documentation Group). In [2] the ETM AP seems to consist of a straightforward harmonization of MIL-D-87269 and AECMA 1000D. The more difficult problem, however, is the integration of either or both of these, which essentially employ Standard Generalized Markup Language (SGML) as their modeling language, within the STEP environment, which employs EXPRESS [20] as its modeling language. This nontrivial problem is being addressed by WG3/T14.

WG3/T14 is currently looking at an integrated approach to product documentation using both STEP and SGML (and includes HyTime and Document Style Semantics and Specification Language [DSSSL]). T14's goal is to produce an information architecture based on STEP and SGML which integrates product documentation and product data for the life-cycle of the product [10]. SGML is being considered because of its widespread acceptance, its status as an international standard, availability of tools, and the desire to not "reinvent the wheel" by trying to figure out how to do in EXPRESS what SGML already does.

T14 considers that product documentation can, in some cases, be a product itself (e.g., as would be the case in an ETM AP). In addition, product documentation may include maintenance instructions. Three levels of documentation have been discussed [11]:

  1. Primary level: The documentation resulting from the design process.
  2. Secondary level: The documentation that describes production processes, methods, etc.
  3. Tertiary level: The documentation that describes how the product is to be used, including operations, repair, maintenance, re-cycling, disposal, etc.

It seems clear that the tackling of tertiary level documentation will be required prior to, or in conjunction with, development of the ETM AP described in [2].

5.0  MIGRATION/INTEGRATION REQUIREMENTS

      
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Realization of the ETM AP essentially requires SubCommittee 4 (SC4) approval, funding, project initiation, and detailed development. Given the plans within WG3/T8 concerning the development of the ILS AP and the work within WG3/T14 concerning product documentation, it seems clear that the initiation and development should be undertaken by some combination of these two groups. In addition, if the ETM AP is to ultimately serve as a non-defense standard for U.S. DoD IETMs, then participation by the DoD IETM Government and contractor community in both WG3/T8 and WG3/T14 will be necessary.

The primary migration/integration requirements, in a high-level sense, for realizing the ETM AP are as follows:

  1. Development of a set of clearly expressed DoD requirements,
  2. Identification of funding sources,
  3. Establishment of an appropriate owner or responsible maintainer,
  4. Participation by appropriate DoD representatives in ETM AP development,
  5. Resolution of the SGML/STEP integration problem, and
  6. Compliance with the AP development requirements imposed by the STEP community.

5.1  Detailed Requirement Identification

Perhaps the most critical requirement for TM, ETM, IETM standardization, from the point of view of the DoD, is to have a set of clearly expressed DoD requirements with regard to TMs, ETMs, and IETMs. More specifically, if DoD interests are to be taken into account, then the Army, Navy, Air Force, Marines, etc., must clearly define their TM, ETM, and IETM-related operational requirements, system requirements, and technical requirements. These requirements are further defined as follows:

With respect to ETMs and IETMs, documentation-related requirements may also differ according to the different ETM/IETM system configurations. Sets of operational, system, and technical requirements are needed for each of the following configurations:

The need for a consistent set of requirements should not be underestimated. Given that different specifications, standards, and handbooks exist within DoD for TMs, ETMs, and IETMs, it is clear that no single set provides all of the operational, system, and technical requirements that are necessary for DoD-wide consensus. Until such a set of requirements is developed, it is unlikely that any standardization approach for DoD TMs, ETMs, and/or IETMs will be successful.

In addition to the need for requirements, it is also clear that appropriate representatives from DoD, or on behalf of DoD, will have to participate in the development of the ETM AP. This will likely require participation in both WG3/T8 and WG3/T14. Participation, in general, within WG3/T14 is light at this time, and strong participation from the DoD IETM community would likely have an immediate impact (and would also serve to ensure that U.S. DoD interests would be taken into consideration).

5.2  ETM AP Development

The development of an AP is not a trivial task; the ETM AP would be no exception. According to [12], AP development, in general, is a time-consuming, labor-intensive, and expensive process. In addition, a scheduling estimation in [12] indicates that 6294 man-hours of effort over more than 1.5 years are required for the development of a single AP; this, of course, can vary a great deal depending on the nature of the AP.

Development of an ETM AP to function as a non-defense standard for IETMs requires conformance to the AP development requirements of the STEP community. Approved STEP APs are ISO standards, and their development is therefore subject to the guidelines imposed by ISO. As stated in current draft STEP (SC4) AP development documentation [22], ISO/International Electrotechnical Commission (IEC) directives define seven stages in the development life­cycle of an international standard. These stages, as applied to SC4, are as follows:

  1. Preliminary Stage:  Collaborative planning on technical subjects for possible standardization projects, e.g., within an SC4 AP planning project,
  2. Proposal Stage:  SC4 Participating-members (P-members) ballot starting a new project, e.g., an SC4 AP project,
  3. Preparatory Stage:  Project develops a Working Draft,
  4. Committee Stage:  Consensus is achieved on a Committee Draft (CD),
  5. Inquiry Stage:  National Bodies vote on a Draft International Standard (DIS),
  6. Approval Stage:  National Bodies vote on a Final Draft International Standard (FDIS), and
  7. Publication Stage:  ISO publishes the International Standard.

Additionally, ISO/IEC directives specify certain time periods after the approval of an AP development project for when it must advance to the next stage:

Also according to draft SC4 AP development documentation [22], the ISO Technical Management Board reviews any AP project that has not attained the required progress and may decide to cancel the project. The decision on whether to cancel is based on information provided by the SC4 Secretariat.

5.2.1  New Work Item Proposal

There are different ways to initiate the development of an AP. Initiation of any AP, among other things, requires the development of a New Work Item (NWI) Proposal and the approval of SC4. Such approval can be sought either by an SC4 approved AP planning project or by some group external to the STEP community. Regardless of where the initiation comes from, the NWI proposal is required.

One of the key items that is required for submitting an NWI proposal comes from ISO standardization guidelines. Specifically, five countries (and in some cases more) that are registered as P-members must elect to participate in the standardization effort. Current SC4 draft guidelines that address NWI proposals indicate that the NWI proposal must include the following:

  1. Title of the AP project,
  2. Scope,
  3. Purpose and justification,
  4. Target date for publication,
  5. Relevant documents to be considered,
  6. Relationships to activities of other international bodies,
  7. Overlaps with other APs and AP projects,
  8. STEP resource schemas targeted for use by the AP,
  9. Sponsoring organizations, participants, project plan, and schedule,
  10. Summary of industry reviews of the scope and requirements, and
  11. A partial draft of the proposed AP.

The partial draft of the proposed AP should include an outline of the proposed document, a statement of scope, and enough technical content so that its requirements and position in the SC4 architecture are clear. Additionally, according to the current draft guidelines, the draft AP must comply with the format and table of contents for an AP and include the following:

The partial draft of the proposed AP may or may not also include the initial Application Reference Model (ARM). This document, with or without the ARM, will constitute the initial working draft of the proposed AP.

5.2.2  ETM Application Activity Model

Seeking approval for initiating an AP generally begins with industry representatives who indicate the need for standardized product data exchange for some product or application. These needs are then converted into detailed, documented requirements and then transformed into an Application Activity Model (AAM). The AAM is usually done in Integrated computer-aided manufacturing Definition method-0 (IDEF-0), and describes the processes, information flows, and functional requirements of the application. The AAM may be developed using methods other than IDEF-0 provided that there is sufficient documentation on the selected method in the public domain [13].

IDEF-0 was originally developed during the U.S. Air Force's Integrated Computer Aided Manufacturing (ICAM) program [14]. IDEF-0 provides a means to model both the functions required by a system, subject area, or enterprise, and the functional relationships and data within and among the various functions. Functions can be activities, actions, processes, or operations. In addition, IDEF-0 can be used for modeling both new and existing systems, subject areas, or enterprises.

A model developed using IDEF-0 consists of a hierarchical series of cross-referenced diagrams that depict the functions of a system or subject area with graphics, text, and glossary [14]. The hierarchy of the diagram structure is such that the level of detail associated with the system or subject area being modeled gradually increases. The principal components of the diagrams are boxes and arrows [14]. Boxes denote functions and are therefore named with either a verb or verb phrase. Arrows denote either input, output, control, mechanism, or call information (depending on their location and direction) and are named with either a noun or noun phrase. A box with standard arrow positions and meanings is shown in Figure 5.2.2-1.

Figure 5.2.2-1  IDEF-0 Box With Standard Arrow Positions and Meanings

One of the more important, and possibly controversial, aspects of developing an AAM for initiation of the ETM AP is to determine the orientation of the model. Orientation refers to context, viewpoint, and purpose [14]. The context shows where the model fits within the broader environment and creates a boundary with this environment through the description of external interfaces. The viewpoint determines from what perspective the model is being developed. The purpose provides the intent of the model.

An appropriate context for the ETM AP AAM, as more or less suggested in [2], is within the logistical support environment. The viewpoint and purpose, on the other hand, may require some debate. In [2], it is suggested that the ETM AP be developed through a harmonization of MIL-D-87269 and AECMA 1000D. The problem here is that, currently, there are other ways (in both industry and the U.S. DoD) to create IETMs (e.g., ATA 2100, MIL-PRF-28001 with the Presentation Specification (PS), and MIL-STD-2361). Each of these approaches specifies ETM/IETM structural and/or developmental requirements differently:

In addition to the problem of having different specifications, there is also the question of whether the model is to be process-oriented rather than specification-oriented. If the model is to be process-oriented, then the ETM AAM would be a diagrammatic equivalent to the information given in various TM/ETM/IETM process-specific documents such as [16, 17, 18, 19]. Given the different ETM/IETM specifications, processes, etc., some level of debate will likely take place before agreement is reached on the viewpoint and purpose of the AAM and hence the ETM AP. Useful inputs for these debates are models that are currently under development, such as the ATA 2100 Maintenance and Engineering (M&E) data model being developed by Boeing and the "TO-BE" DoD IETM process model being developed through the U.S. Army's Logistics Support Activity (LOGSA).

5.2.3  ETM Application Reference Model

After completing the AAM, the next major undertaking is the development of an ETM ARM. ARMs are required for all STEP APs and are usually done in IDEF-1X, Nijssen Information Analysis Model (NIAM), or STEP's EXPRESS. ARMs are formal information models that define all of the data, data relations, and data constraints within the scope of a given AP.

ARMs differ from AAMs in that they are information models as opposed to function models. The difference becomes evident when comparing IDEF­0 to IDEF­1 (and hence IDEF1X). IDEF­0 models, as described in the previous section, are "function models" that are structured representations of the activities or processes within an environment or system. IDEF­1 models, on the other hand, are "information models" that represent the structure and semantics of information within an environment or system [15]. IDEF-1X is an extended version of IDEF­1 that was developed to support integration and the development of conceptual schemas. A conceptual schema lies between the user's "view" of information (termed the external schema) and the computers "view" of information (the internal schema). In other words, a conceptual schema provides a single integrated definition of the data within a process or enterprise that is unbiased towards any single application of data and is independent of how the data is actually stored or retrieved [15].

All information requirements that fall within the scope of the ETM AAM must be expressed in the ETM ARM. The ETM ARM must be detailed enough to completely describe the information-related needs of the ETM AP. Additionally, as the ETM ARM is developed it must be modularized into various UOF. A UOF is a collection of entities, attributes, and relationships that convey one or more well-defined concepts within an ARM [13].

After the ETM ARM is developed and validated against the AAM, scope, and functional requirements, the next major step required for the ETM AP is the development of the ETM Application Interpreted Model (AIM).

5.2.4  ETM Application Interpreted Model

AIMs are created in STEP's EXPRESS and specify appropriate interpretations of STEP integrated resources to satisfy the information requirements of their corresponding ARMs. Integrated resources are encoded in accordance with EXPRESS and serve as the foundation for integration of APs. EXPRESS is a formal information requirements specification language with an object-oriented flavor [5]. The EXPRESS language (and hence the integrated resources) focuses on the definition of entities, which are the things, or data elements, of interest [20].

Although EXPRESS is a flexible and capable language, EXPRESS representations of APs, in the form of AIMs, are not created with the only requirement that they conform to the EXPRESS syntax. The EXPRESS constructs that make up the AIM must be derived from corresponding EXPRESS constructs that already exist as integrated resources. The process of deriving an AIM from STEP's integrated resources is referred to as interpretation.

As discussed earlier, there are two types of integrated resources: generic IRs and application IRs. The interpretation of integrated resources may involve one or more of the following [13]:

  1. Adding constraints on attributes of IR entity definitions;
  2. Modifying optional attributes of IR entities to be non-existent or mandatory;
  3. Adding rules for entity behavior and/or entity interactions; and
  4. Adding subtypes of an IR entity so that supplementary, application specific attributes can be provided.

When necessary, information requirements given in an ARM that cannot be satisfied by the current sets of integrated resources will result in additions or extensions to the integrated resources.

Clearly, the process of developing the ETM AIM from its ARM will be a time-consuming process and will require not only a detailed understanding of EXPRESS but also a detailed understanding of STEP's integrated resources. For the ETM AP, this situation is complicated by the fact that the current work in WG3/T14 indicates that SGML should be used in conjunction with EXPRESS for documentation-specific requirements.

5.2.5  ARM/AIM and SGML/STEP Harmonization

Development of both the ETM ARM and AIM will require concrete harmonization of the STEP and SGML environments. This harmonization is not a solved problem and, as mentioned earlier, is currently under investigation by WG3/T14 [8, 10, 11]. At this time, five main technical requirements have been proposed for effecting the integration of STEP and SGML [10]:

  1. SGML-based product documentation must be stored such that it can be modeled using STEP constructs and managed using STEP tools.
  2. It must be possible to store SGML-encoded data and other forms of product documentation data into STEP-compliant repositories.
  3. It must be possible to export SGML-encoded product documentation from a STEP environment such that the SGML data can be processed for paper and electronic publishing.
  4. It must be possible to access EXPRESS-encoded product data and translate it into a format compatible with SGML.
  5. A global addressing scheme must be provided. Such a scheme would enable data given in SGML to link to, or reference, information encoded within STEP's EXPRESS and visa versa.

In terms of the first requirement, it is suggested that product documentation need only be modeled in STEP down to generic content descriptions, whereas actual content models would be modeled and encoded in SGML. For the second requirement, the storing of various forms of product documentation will require appropriate constructs, defined within EXPRESS, to denote the type of data being stored. In the third requirement, exporting SGML data from a STEP-compliant environment can be accomplished through STEP's SDAI. For the fourth requirement, given an appropriate referencing scheme, translation parameters could be embedded within references to the data for subsequent interpretation by an application, or could be embedded within appropriate applications. The fifth requirement could be handled in a standardized fashion through a HyTime-based scheme when referencing from SGML to EXPRESS, it is not clear how the reverse would be handled.

WG3/T14 has begun hammering away at STEP/SGML integration by proposing an SGML_STRING construct for use in STEP resource models [10]. The purpose of this construct is to allow for the definition and utilization of SGML text strings as STEP objects. Furthermore, this construct will allow for content and will reference a corresponding Document Type Definition (DTD) fragment (and the fragment's corresponding SGML declaration). T14 envisions that the SGML_STRING will be used within the definitions of STEP APs and will therefore function as an integral part of those APs.

The immediate need for both the SGML_STRING construct and a global addressing mechanism has been presented to the STEP Architecture Group (WG10) [8]. As a result, WG10 has determined that these items are, indeed, necessary components of the STEP architecture and therefore will be responsible for providing them.

The inclusion of SGML, a global addressing mechanism, and the use of DTD fragments, however, will not immediately solve the problems associated with realizing the ETM AP. If the ETM AP is to be useful for both defense and non-defense industries, then agreement will have to be reached as to the nature of the SGML elements and DTD fragments that are used. The fact that two applications can both import and export their data in an SGML-compliant format does not imply that those same two applications can exchange data, in a meaningful fashion, with each other. In general, when SGML is used for exchanging data, a disciplined approach is required. Two such approaches are as follows:

  1. Develop a small, finite set of well-defined DTDs.
  2. Develop an appropriate meta-DTD [21].

The idea of having a single or small, finite set of well-defined DTDs for use within the STEP environment may seem unreasonable at this time because STEP APs are evolving standards with diverse and ever-expanding information requirements. The question of whether this is unreasonable depends on the applications that will ultimately process the documentation and product documentation data. It also depends on the extent that documentation or product documentation-related content is encoded within EXPRESS versus SGML.

If one assumes that the only meaningful requirement that must be satisfied by documentation and product documentation is that the underlying data be suitable for presentation to humans, then the idea of having a small set of DTDs, or even a single DTD that is strictly presentation-oriented, may appear very reasonable. Following this track would require that all documentation andproduct-documentation related content be given in EXPRESS, leaving the SGML portions of an EXPRESS/SGML model devoid of content. The downside, of course, is that SGML-encoded documentation-related content could not be extracted, as content-intensive SGML instances from EXPRESS representations, without a fairly complex intermediate translation step; this is further complicated by the fact that corresponding DTDs would also have to be derived from the EXPRESS schemas.

A DTD for creating HyperText Markup Language (HTML) documents is the best example of a single DTD that is strictly presentation-oriented. Shortcomings associated with HTML's interactive electronic presentation capabilities are overcome by using it in conjunction with a programming or scripting language. This process has been standardized over the Internet, to some extent, using the Internet's Common Gateway Interface (CGI) standard. This same model, DTD plus programming/scripting language, however, is probably inappropriate for both the ETM AP and STEP/SGML integration in general (unless EXPRESS is used as the scripting language). A single DTD, such as the MID, given its embedded programming language capabilities, may be more appropriate if a single DTD model is followed.

If one assumes that it must be possible for documentation and product documentation SGML data exchange formats, that are used in conjunction with EXPRESS, to include arbitrary levels of information-richness, then the single presentation-oriented DTD approach could be abandoned in favor of a meta-DTD approach.

A meta-DTD is basically a model of a DTD that is used to create other DTDs. When developed properly, a meta-DTD makes it possible for a DTD designer to create seemingly arbitrary DTDs such that a separately developed processing algorithm can process the associated SGML instances in a meaningful fashion. For example, when creating DTDs for electronic presentation and all the processing information is associated with the SGML elements (rather than through a stylesheet), the presentation system must understand what to do with the tagged data that it is processing. In the non­meta DTD approach, without standardized processing­specific stylesheets, a new program must be written to present each DTD that is created. In the meta­DTD approach, a single presentation system can be created such that all DTDs that conform to the requirements of the meta-DTD can be presented (without needing additional software developed). One example of a meta-DTD (although it does not strictly conform to the meta­DTD formalism as described in [21]) is the generic layer DTD in the DoD IETM database specification, MIL-D-87269.

One meta-DTD that does conform to meta-DTD formalism is the HyTime standard. The HyTime standard contains architectural forms (meta-elements) that are specified in SGML and allow for the location, linking, and scheduling of information. The SGML elements that are used to implement HyTime-compliant hyperlinking can have any desired name so long as the element, its corresponding attributes, and the interpretation of its use are in accordance with the HyTime standard. This meta-DTD methodology makes it possible for HyTime engines to be created to resolve all of the addressing information associated with HyTime-compliant hyperlinking, while at the same time leaving the implementor free to assign meaningful names to the hyperlinking-related elements that he or she wishes to create.

At this time, it seems probable that WG3/T14 will propose an approach to inclusion of SGML constructs that is consistent with the meta-DTD paradigm [8]. Specifically, recent discussions in WG3/T14 have centered around the development of a scheme for developing standard tag sets for STEP applications [8]. This scheme calls for the development of a standard set of templates or architectural forms (i.e., meta-DTD). In addition, current thinking regarding the nature of the templates is that they be developed in accordance with the principles of information mapping and the seven classes given in Table 5.2.5-1 [8].

Table 5.2.5-1  Information Types
Procedure
Process
Structure
Concept
Principle
Fact
Classification

6.0  CONCLUSIONS

      
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The purpose of this document has been to clarify the considerations and requirements for creating a non-defense, international, ETM/IETM standard through STEP. Clearly the development of an ETM AP is no small task. The key requirement for enabling the development of the ETM AP is an agreement on how SGML/STEP integration will take place. Following this, the key items that must be addressed are as follows:

In the end, to be successful, the ETM AP will require the participation, support, and commitment of the U.S. DoD, interested international defense communities, relevant U.S. and international non-defense industries (e.g., airline and automotive), and the STEP community.

APPENDIX A:  REFERENCES

      
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[1]  "Preliminary Interactive Electronic Technical Manual (IETM) Standardization Migration Alternative and Strategy Report," ManTech International Corporation, February 23, 1996.

[2]  "The ISO STEP Pilot Product Logistic Support Application Protocol Suite Developmental Plan," by Ruey Chen, Carderock Division, Naval Surface Warfare Center, Bethesda, MD, CARDIVNSWC-TR-94/007, July 1994.

[3]  "Standard for the Exchange of Product Model Data (STEP) Part 1: Overview and Fundamental Principles," ISO 10303-1.

[4]  "U.S. Product Data Association and Initial Graphics Exchange Specification (IGES)/Product Data Exchange Specification (PDES) Organization Reference Manual," January 1996.

[5]  "A Survey of the STEP Project," by David Sanford, Boeing Commercial Airplane Group, January 22, 1996.

[6]  "SOLIS - STEP On-Line Information Service Directory" http://elib.cme.nist.gov:70/1/step.

[7]  "Summary and Notes of the Joint Meeting of ISO Technical Committee (TC) 184/SC4 and the IGES/PDES Organization (IPO)," Crystal City, VA, June 25-30, 1995.

[8]  "Product Structure and Life-Cycle Support Team Meeting Minutes," ISO/IPO Joint Meeting, Doubletree Hotel, Dallas, TX, USA, January 19-26, 1996.

[9]  "An Overview of AP208, The Life-Cycle Product Change Process Application Protocol," by Chuck Amaral, Rockwell Aerospace, presented at Joint ISO/IPO Meeting, CALS PDE Committee, Dallas, TX, January 22-25, 1996.

[10]  "Product Documentation - Technical Requirements, ISO/TC184/SC4/WG3/T14, IPO Technical Publications, Standing document H. November 1, 1995."

[11]  "T184/SC4/WG3/T14 Product Documentation Group, Minutes: Grenoble meeting," October 23-27, 1995.

[12]  "Requirements for an Application Protocol Development Environment," by Allison Barnard Feeney, Stephen Nowland Clark, and James E. Fowler, National Institute of Standards and Technology (NIST), NISTIR 5197.

[13]  "Guidelines for the Development and Approval of STEP Application Protocols," Version 1.0, February 20, 1992.

[14]  "Integration Definition For Function Modeling (IDEF-0), FIPS Pub 183," http://www.ha.osd.mil/rmo/pages/draft/fips/ fipsmain.html.

[15]  "Integration Definition For Function Modeling (IDEF-1X), FIPS Pub 184," http://speckle.ncsl.nist.gov/~gunn/mos/backgr.html.

[16]  "Interactive Electronic Technical Manual (IETM) Process Plan, Processes and Guidance for IETM Implementation," published by Commander, Naval Sea Systems Command and Commander, Space and Naval Warfare Systems Command, S005-AD-PRO-010, 0910-LP-751-9100/5800.

[17]  "Training/IETM Interface Guide," prepared for Naval Air Warfare Center Training Systems Division (NAWCTSD).

[18]  "Applying CALS to the Creation, Management, and Use of Technical Manuals," Second Edition, prepared by CALS Resource and Implementation Cooperative, prepared for Navy CALS/Acquisition Group, June 30, 1993.

[19]  "Navy Interactive Electronic Technical Manual (IETM) Acquisition Guide, Initial Draft," by Samuel C. Rainey and Joseph J. Fuller, Carderock Division Naval Surface Warfare Center (CDNSWC)/TM-18-95/01.

[20]  "Express Language Reference Manual," ISO 10303: Part 11.

[21]  "Multimedia Interchange using SGML: The ISO "HyTime" Standard," by Steven R. Newcomb, First ACM International Conference on Multimedia, August 1-6, 1993, Anaheim, California USA.

[22]  "Guidelines for the Development and Approval of STEP Application Protocols, Version 1.2, Working Draft," April 5, 1996, ISO TC184/SC4 N433, ftp://ftp.cme.nist.gov/ pub/ step/ sc4docs/ methods/ ap/ ballot1/ sc4n433.w51.

APPENDIX B:  ACRONYMS AND ABBREVIATIONS

      
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AAMApplication Activity Model
AECMAAssociation Europeanne Des Constructeurs De Material Aerospatiale
AIMApplication Interpreted Model
ANSAmerican National Standard
ANSIAmerican National Standards Institute
APApplication Protocol
ARMApplication Reference Model
ATAAir Transport Association
ATISAdvanced Technical Information System
CALSContinuous Acquisition and Life-cycle Support
CDCommittee Draft
CDMContent Data Model
CDNSWCCarderock Division Naval Surface Warfare Center
CEConcurrent Engineering
CGICommon Gateway Interface
DISDraft International Standard
DMData Module
DoDDepartment of Defense
DSSSLDocument Style Semantics and Specification Language
DTDDocument Type Definition
ECElectronic Commerce
EDIElectronic Data Interchange
EIEnterprise Integration
ETMElectronic Technical Manual
FDISFinal Draft International Standard
HTMLHyperText Markup Language
ICAMIntegrated Computer Aided Manufacturing
IDEIntegrated Data Environment
IDEF-0Integrated computer-aided manufacturing Definition method-0
IDEF-1XIntegrated computer-aided manufacturing Definition method-1X
IDLInterface Definition Language
IECInternational Electrotechnical Commission
IETMInteractive Electronic Technical Manual
IGESInitial Graphics Exchange Specification
ILS APIntegrated Logistics Standard Harmonization Application Protocol
IPOIGES/PDES Organization
IRIntegrated Resources
ISOInternational Organization for Standardization
JCALSJoint Continuous Acquisition and Life-cycle Support
LOGSALogistics Support Activity
LSALogistics Support Analysis
M&EMaintenance and Engineering
MIDMetafile for Interactive Documents
MILSTRAPMilitary Standard Transaction Reporting and Accounting Procedures
MILSTRIPMilitary Standard Requisitioning and Issue Procedures
NAWCTSDNaval Air Warfare Center Training Systems Division
NIAMNijssen Information Analysis Model
NISTNational Institute of Standards and Technology
NWINew Work Item
P-membersParticipating-members
PDEProduct Data Exchange
PDESProduct Data Exchange Specification
PLSProduct Logistic Support
PSPresentation Specification
PSAProduct Support Analysis
SAESociety of Automotive Engineers
SC4SubCommittee 4
SDAIStandard Data Access Interface
SFQLStructured Full-text Query Language
SGMLStandard Generalized Markup Language
SOLISSTEP On-Line Information Service
STEPStandard for the Exchange of Product Model Data
TCTechnical Committee
TMTechnical Manual
TSWGTri-Service IETM Working Group
U.S.United States
UOFUnits Of Functionality
WDWorking Draft
WG3/T8Working Group 3/Team 8
WG3/T14Working Group 3/Team 14
WG10Working Group 10 (the STEP Architecture Group)

      
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