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Preserving Computer-Aided Design
Digital Preservation Coalition Report
Alex Ball
DCC/UKOLN, University of Bath

21 October 2013
Glasgow University
Except where otherwise stated, this work is licensed
under Creative Commons Attribution 2.5 Scotland: http:
//creativecommons.org/licenses/by/2.5/scotland/

DEDICATE Final Seminar

21 October 2013

Supported by
My background
2013
2012
2011
2010
DCC SCARP

2009
2008
2007
2006
2005
DEDICATE Final Seminar

21 October 2013
DPC Technology Watch Report

Preserving
Computer-Aided
Design (CAD)
Alex Ball

http://dx.doi.org/10.7207/twr13-02
DPC Technology Watch Report 13-02 April 2013
DEDICATE Final Seminar

21 October 2013

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Outline

Curation challenges for CAD
The CAD format problem
The rationale problem
The contextual problem
Final thoughts

DEDICATE Final Seminar

21 October 2013
Curation challenges for CAD

DEDICATE Final Seminar

21 October 2013
Lasting value of CAD

c Field Archaeology Specialists
c Alexander C. Schreyer

Public domain

DEDICATE Final Seminar

c Worcestershire Archaeological Service

21 October 2013
Nature of CAD systems

…

Typical CAD system: new version every 6 months, end-of-life
after 10 years.

…

Dependence on particular modelling kernel
Intense competition between vendors for customers

…

…
…
…

Innovation: new features being added
Need to retire old systems ! time-limited licences
Fear of losing customers to rival systems ! lock-in

DEDICATE Final Seminar

21 October 2013
Integration with other systems
Finite
Element
Analysis
System
Geographic
Information
System

CAM
System

CAD
System

Animation
System

DEDICATE Final Seminar

...

High
Quality
Renderer

21 October 2013
Relationship with other documents
Bill of
Materials

Process
Model

CAD
Model

Rationale
Model

DEDICATE Final Seminar

Archaeology
Database

...

Systems
Models

21 October 2013
The CAD format problem

DEDICATE Final Seminar

21 October 2013
Software emulation

Pros
…

CAD model unchanged

Cons
…

Licence may not allow it

…

Need to preserve expertise in the system

…

Hard to maintain integration with newer systems

DEDICATE Final Seminar

21 October 2013
Rolling format migrations

Pros
…

Models stay usable by current designers and systems

Cons
…

Incremental data loss/corruption

…

Each migration needs to be validated, problems resolved

…

Migration path may run out . . .

DEDICATE Final Seminar

21 October 2013
Normalisation

Pros
…

Limited data loss

…

Support for archival format likely to improve rather than
degrade over time

Cons
…

Some data loss/corruption

…

Migration needs to be validated, problems resolved

DEDICATE Final Seminar

21 October 2013
Normalisation: full exchange formats
DXF: DWG Exchange Format
…

Not enough documentation?

STEP: ISO 10303
… Too much documentation? Key parts:
…

…

…
…

Part 21: Clear text encoding of the exchange structure (‘STEP
file’)
AP 203: Configuration controlled 3D designs of mechanical parts
and assemblies
AP 214: Core data for automotive mechanical design processes
AP 242: Managed model-based 3D engineering

…

CAx Implementer Forum

…

Basis for other standards, e.g. IFC, LOTAR

DEDICATE Final Seminar

21 October 2013
Normalisation: visualisation formats
Standards
U3D Universal 3D – ECMA-363
X3D ISO/IEC 19775, 19776, 19777
IGES Initial Graphics Exchange Specification – ANSI
Y14.26M-1981 . . . ANS US/PRO/IPO-100-1996
PRC Product Representation Compact – ISO/PRF 14739
JT ISO 14306
Non-standards
DWF/DWFx AutoCAD DWG Web Format
3D XML CATIA visualisation format

DEDICATE Final Seminar

21 October 2013
FACADE recommendations

CAD models should be stored in
1. the original format
2. a full exchange format, e.g. STEP
3. a desiccated format, e.g. IGES
4. an access format, e.g. 3D PDF

DEDICATE Final Seminar

21 October 2013
Validation
Example from
LOTAR International
1. Generate point
cloud in original
software
2. Export to
normalisation
format
3. Import into new
software
4. Overlay point
cloud: do the
points still lie on
surfaces/edges?

c ITI/SNECMA

DEDICATE Final Seminar

21 October 2013
Lightweight models with multilayer annotations

Unclassified
annotations for
manufacture
Classified
annotations for
designers
Geometry layer

DEDICATE Final Seminar

21 October 2013
The rationale problem

DEDICATE Final Seminar

21 October 2013
Feature-based modelling

Cavities

Ribs

DEDICATE Final Seminar

21 October 2013
Construction history modelling
1. Insert cylinder l = 20 r = 1.0
Change cylinder l = 40 r = 0.5
2. Insert sprocket r = 3.0
3. Fit sprocket to cylinder
4. Group cylinder and sprocket
5. Scale group by 1.75⇥
...

DEDICATE Final Seminar

21 October 2013
Automated information capture
Non-intrusive engineering
knowledge acquisition
User logging
Knowledge
store

Design/
plan

Data
analysis
Knowledge
capture/
formalization
c Raymond Sung/
Heriot-Watt University

DEDICATE Final Seminar

21 October 2013
Design Rationale Editor

c Rob Bracewell/University of Cambridge

DEDICATE Final Seminar

21 October 2013
The contextual problem

DEDICATE Final Seminar

21 October 2013
Transactional records

Engineering workspace
Documentary space

XSLT

c

Alastair Conway, Matt Geiss, Bill Ion, Chris McMahon

DEDICATE Final Seminar

21 October 2013
Key ERIM Research Findings
1. Poor framework for
…
…
…

pre-project considerations of data management;
data management during the research;
during-project data management for post-project re-use.

2. Poor knowledge of context in which data were generated:
…
…
…

engineering research data is very diverse;
large number of diverse research data records;
relations between data records complex.

3. Knowing the context is vital for understanding data.
Slide: Mansur Darlington

DEDICATE Final Seminar

21 October 2013
Collecting metadata
Minimum Mandatory Metadata Set; REDm-MED version at:
http://opus.bath.ac.uk/30372/
…

Drew on PREMIS for preservation metadata

…

Drew on DataCite for descriptive metadata

…

Excluded metadata that could easily be generated later

…

We looked for ways to collect it automatically

(NB: an extensive specification of what metadata to collect for
archaeological CAD can be found at:
http://guides.archaeologydataservice.ac.uk/g2gp/Cad_Toc)

DEDICATE Final Seminar

21 October 2013
Research activity information development

http://sourceforge.net/p/raidmap/

DEDICATE Final Seminar

21 October 2013
Final thoughts

DEDICATE Final Seminar

21 October 2013
Recommendations
…

Establish why a CAD model will be kept, then target the
required properties for preservation.

…

Create tests that can prove whether these properties have
survived.

…

Keep native CAD models for as long as they can be read.

…

Normalise to STEP and a visualisation standard (or two).

…

Don’t forget supporting documentation, especially local
conventions, ‘house style’, specifications, rationale records . . .

…

Campaign for better support for standard formats in CAD
systems!

DEDICATE Final Seminar

21 October 2013
because good research needs good data

Thank you for your attention

DCC Website: http://www.dcc.ac.uk/
Alex Ball: http://alexball.me.uk/
Preserving CAD DPC Technology Watch Report:
http://dx.doi.org/10.7207/twr13-02

DEDICATE Final Seminar

21 October 2013

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Preserving Computer-Aided Design, Digital Preservation Coalition Report

  • 1. because good research needs good data Preserving Computer-Aided Design Digital Preservation Coalition Report Alex Ball DCC/UKOLN, University of Bath 21 October 2013 Glasgow University Except where otherwise stated, this work is licensed under Creative Commons Attribution 2.5 Scotland: http: //creativecommons.org/licenses/by/2.5/scotland/ DEDICATE Final Seminar 21 October 2013 Supported by
  • 3. DPC Technology Watch Report Preserving Computer-Aided Design (CAD) Alex Ball http://dx.doi.org/10.7207/twr13-02 DPC Technology Watch Report 13-02 April 2013 DEDICATE Final Seminar 21 October 2013 01000100 01010000 01000011 01000100 01010000 01000011 01000100 01010000 01000011
  • 4. Outline Curation challenges for CAD The CAD format problem The rationale problem The contextual problem Final thoughts DEDICATE Final Seminar 21 October 2013
  • 5. Curation challenges for CAD DEDICATE Final Seminar 21 October 2013
  • 6. Lasting value of CAD c Field Archaeology Specialists c Alexander C. Schreyer Public domain DEDICATE Final Seminar c Worcestershire Archaeological Service 21 October 2013
  • 7. Nature of CAD systems … Typical CAD system: new version every 6 months, end-of-life after 10 years. … Dependence on particular modelling kernel Intense competition between vendors for customers … … … … Innovation: new features being added Need to retire old systems ! time-limited licences Fear of losing customers to rival systems ! lock-in DEDICATE Final Seminar 21 October 2013
  • 8. Integration with other systems Finite Element Analysis System Geographic Information System CAM System CAD System Animation System DEDICATE Final Seminar ... High Quality Renderer 21 October 2013
  • 9. Relationship with other documents Bill of Materials Process Model CAD Model Rationale Model DEDICATE Final Seminar Archaeology Database ... Systems Models 21 October 2013
  • 10. The CAD format problem DEDICATE Final Seminar 21 October 2013
  • 11. Software emulation Pros … CAD model unchanged Cons … Licence may not allow it … Need to preserve expertise in the system … Hard to maintain integration with newer systems DEDICATE Final Seminar 21 October 2013
  • 12. Rolling format migrations Pros … Models stay usable by current designers and systems Cons … Incremental data loss/corruption … Each migration needs to be validated, problems resolved … Migration path may run out . . . DEDICATE Final Seminar 21 October 2013
  • 13. Normalisation Pros … Limited data loss … Support for archival format likely to improve rather than degrade over time Cons … Some data loss/corruption … Migration needs to be validated, problems resolved DEDICATE Final Seminar 21 October 2013
  • 14. Normalisation: full exchange formats DXF: DWG Exchange Format … Not enough documentation? STEP: ISO 10303 … Too much documentation? Key parts: … … … … Part 21: Clear text encoding of the exchange structure (‘STEP file’) AP 203: Configuration controlled 3D designs of mechanical parts and assemblies AP 214: Core data for automotive mechanical design processes AP 242: Managed model-based 3D engineering … CAx Implementer Forum … Basis for other standards, e.g. IFC, LOTAR DEDICATE Final Seminar 21 October 2013
  • 15. Normalisation: visualisation formats Standards U3D Universal 3D – ECMA-363 X3D ISO/IEC 19775, 19776, 19777 IGES Initial Graphics Exchange Specification – ANSI Y14.26M-1981 . . . ANS US/PRO/IPO-100-1996 PRC Product Representation Compact – ISO/PRF 14739 JT ISO 14306 Non-standards DWF/DWFx AutoCAD DWG Web Format 3D XML CATIA visualisation format DEDICATE Final Seminar 21 October 2013
  • 16. FACADE recommendations CAD models should be stored in 1. the original format 2. a full exchange format, e.g. STEP 3. a desiccated format, e.g. IGES 4. an access format, e.g. 3D PDF DEDICATE Final Seminar 21 October 2013
  • 17. Validation Example from LOTAR International 1. Generate point cloud in original software 2. Export to normalisation format 3. Import into new software 4. Overlay point cloud: do the points still lie on surfaces/edges? c ITI/SNECMA DEDICATE Final Seminar 21 October 2013
  • 18. Lightweight models with multilayer annotations Unclassified annotations for manufacture Classified annotations for designers Geometry layer DEDICATE Final Seminar 21 October 2013
  • 19. The rationale problem DEDICATE Final Seminar 21 October 2013
  • 21. Construction history modelling 1. Insert cylinder l = 20 r = 1.0 Change cylinder l = 40 r = 0.5 2. Insert sprocket r = 3.0 3. Fit sprocket to cylinder 4. Group cylinder and sprocket 5. Scale group by 1.75⇥ ... DEDICATE Final Seminar 21 October 2013
  • 22. Automated information capture Non-intrusive engineering knowledge acquisition User logging Knowledge store Design/ plan Data analysis Knowledge capture/ formalization c Raymond Sung/ Heriot-Watt University DEDICATE Final Seminar 21 October 2013
  • 23. Design Rationale Editor c Rob Bracewell/University of Cambridge DEDICATE Final Seminar 21 October 2013
  • 24. The contextual problem DEDICATE Final Seminar 21 October 2013
  • 25. Transactional records Engineering workspace Documentary space XSLT c Alastair Conway, Matt Geiss, Bill Ion, Chris McMahon DEDICATE Final Seminar 21 October 2013
  • 26. Key ERIM Research Findings 1. Poor framework for … … … pre-project considerations of data management; data management during the research; during-project data management for post-project re-use. 2. Poor knowledge of context in which data were generated: … … … engineering research data is very diverse; large number of diverse research data records; relations between data records complex. 3. Knowing the context is vital for understanding data. Slide: Mansur Darlington DEDICATE Final Seminar 21 October 2013
  • 27. Collecting metadata Minimum Mandatory Metadata Set; REDm-MED version at: http://opus.bath.ac.uk/30372/ … Drew on PREMIS for preservation metadata … Drew on DataCite for descriptive metadata … Excluded metadata that could easily be generated later … We looked for ways to collect it automatically (NB: an extensive specification of what metadata to collect for archaeological CAD can be found at: http://guides.archaeologydataservice.ac.uk/g2gp/Cad_Toc) DEDICATE Final Seminar 21 October 2013
  • 28. Research activity information development http://sourceforge.net/p/raidmap/ DEDICATE Final Seminar 21 October 2013
  • 29. Final thoughts DEDICATE Final Seminar 21 October 2013
  • 30. Recommendations … Establish why a CAD model will be kept, then target the required properties for preservation. … Create tests that can prove whether these properties have survived. … Keep native CAD models for as long as they can be read. … Normalise to STEP and a visualisation standard (or two). … Don’t forget supporting documentation, especially local conventions, ‘house style’, specifications, rationale records . . . … Campaign for better support for standard formats in CAD systems! DEDICATE Final Seminar 21 October 2013
  • 31. because good research needs good data Thank you for your attention DCC Website: http://www.dcc.ac.uk/ Alex Ball: http://alexball.me.uk/ Preserving CAD DPC Technology Watch Report: http://dx.doi.org/10.7207/twr13-02 DEDICATE Final Seminar 21 October 2013