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because good research needs good data

Preserving Computer-Aided Design
Digital Preservation Coalition Report
Alex Ball
DC...
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 Tech...
Outline

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

D...
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 Wo...
Nature of CAD systems

…

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

…

Dependence on pa...
Integration with other systems
Finite
Element
Analysis
System
Geographic
Information
System

CAM
System

CAD
System

Anima...
Relationship with other documents
Bill of
Materials

Process
Model

CAD
Model

Rationale
Model

DEDICATE Final Seminar

Ar...
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 sy...
Rolling format migrations

Pros
…

Models stay usable by current designers and systems

Cons
…

Incremental data loss/corr...
Normalisation

Pros
…

Limited data loss

…

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

...
Normalisation: full exchange formats
DXF: DWG Exchange Format
…

Not enough documentation?

STEP: ISO 10303
… Too much doc...
Normalisation: visualisation formats
Standards
U3D Universal 3D – ECMA-363
X3D ISO/IEC 19775, 19776, 19777
IGES Initial Gr...
FACADE recommendations

CAD models should be stored in
1. the original format
2. a full exchange format, e.g. STEP
3. a de...
Validation
Example from
LOTAR International
1. Generate point
cloud in original
software
2. Export to
normalisation
format...
Lightweight models with multilayer annotations

Unclassified
annotations for
manufacture
Classified
annotations for
designer...
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...
Automated information capture
Non-intrusive engineering
knowledge acquisition
User logging
Knowledge
store

Design/
plan

...
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 McMa...
Key ERIM Research Findings
1. Poor framework for
…
…
…

pre-project considerations of data management;
data management dur...
Collecting metadata
Minimum Mandatory Metadata Set; REDm-MED version at:
http://opus.bath.ac.uk/30372/
…

Drew on PREMIS f...
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.

…

Creat...
because good research needs good data

Thank you for your attention

DCC Website: http://www.dcc.ac.uk/
Alex Ball: http://...
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Preserving Computer-Aided Design, Digital Preservation Coalition Report

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by Alex Ball (DCC/UKOLN, University of Bath).
Presentation given at the DEDICATE final seminar (University of Glasgow, 21st October 2013).

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Transcript of "Preserving Computer-Aided Design, Digital Preservation Coalition Report"

  1. 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
  2. 2. My background 2013 2012 2011 2010 DCC SCARP 2009 2008 2007 2006 2005 DEDICATE Final Seminar 21 October 2013
  3. 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. 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. 5. Curation challenges for CAD DEDICATE Final Seminar 21 October 2013
  6. 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. 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. 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. 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. 10. The CAD format problem DEDICATE Final Seminar 21 October 2013
  11. 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. 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. 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. 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. 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. 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. 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. 18. Lightweight models with multilayer annotations Unclassified annotations for manufacture Classified annotations for designers Geometry layer DEDICATE Final Seminar 21 October 2013
  19. 19. The rationale problem DEDICATE Final Seminar 21 October 2013
  20. 20. Feature-based modelling Cavities Ribs DEDICATE Final Seminar 21 October 2013
  21. 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. 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. 23. Design Rationale Editor c Rob Bracewell/University of Cambridge DEDICATE Final Seminar 21 October 2013
  24. 24. The contextual problem DEDICATE Final Seminar 21 October 2013
  25. 25. Transactional records Engineering workspace Documentary space XSLT c Alastair Conway, Matt Geiss, Bill Ion, Chris McMahon DEDICATE Final Seminar 21 October 2013
  26. 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. 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. 28. Research activity information development http://sourceforge.net/p/raidmap/ DEDICATE Final Seminar 21 October 2013
  29. 29. Final thoughts DEDICATE Final Seminar 21 October 2013
  30. 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. 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
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