Long Term Archiving (LTA) Orientation
I-PLM Archiving Project
- Introduction and Orientation
23 September 2011
Intelligent Manufacturing Systems Program (IMS)
• The I-PLM Archiving Project is an Intelligent
Manufacturing Systems, Manufacturing Technology
• 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
– conducting forums to understand current and future
manufacturing requirements, and
– disseminating information resulting from the above
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
– LOng Term Archiving and Retrieval (LOTAR) International program.
– Automotive Industry Action Group’s PLM Archiving and Retrieval
• 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)
IMS I-PLM Archiving Focus: Pilot Implementations
Along Two Channels
1. The AIAG PAR recommendations and LOTAR
International standards will be tested under carefully
controlled conditions within the aerospace and
– Completeness and utility will be assessed through carefully
– Additionally, pilot participants will acquire training and
experience in the harmonized recommendations and
2. Pilot implementations outside the aerospace and
automotive industry sectors (eg, nuclear utility) will
– Implementations will be used to test the applicability of the
recommendations and standards within alternative
Technology Transfer and Optimization
- Use Cases
- OAIS Arch
- STEP 10303
- Use Cases
- Ontology Model
- Test bed Assessment
IMS I-PLM Archiving Project Phases
• The IMS I-PLM Archiving Project will consist of the
– 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
– Phase IV: Pilot Testing and Validation – Demonstrations and
assessments are performed.
– Phase V: Standardization and Industrial Implementation Conclusions of the research are documented
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
• 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
• 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
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.
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
• Pilot testing will be performed in the USA, Europe, and
– 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.
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
• 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 IPLM Archiving process and quality assurance recommendations.
Types of the Product Definition Information
Created in response to a stand-alone event.
Randomly retrieved without requiring context
Active until a special event
Examples: Product Design, Customer, Patient,
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,
– Created at reception of a streamed item
– Inactive immediately (cannot be updated)
From Best Practices in Database Archiving and Information Lifecycle
Carl Olofson, Research Vice President, IDC