IEC/DIS 81346-50
IEC/DIS 81346-50
IEC/DIS 81346-50: Industrial systems, installations and equipment and industrial products — Structuring principles and reference designations — Part 50: Processes

CONTENTS

FOREWORD 3

INTRODUCTION 5

1 Scope 7

2 Normative references 7

3 Terms and definitions 7

4 Concepts 8

4.1 Object 8

4.2 Aspect 8

4.3 Systems 8

4.4 Structuring 8

4.5 Function 8

4.6 Products and components 8

4.7 Location 9

4.8 Types 9

4.9 Object occurrences and product individuals 9

4.10 Relations between concepts 9

4.101 Processes 9

4.101.1 General 9

4.101.2 Prime processes 10

4.101.3 Activity processes 10

4.101.4 Task processes 10

5 Structuring principles 10

5.101 Process-oriented structure 10

6 Construction of reference designations 10

6.1 General 10

6.2 Format of reference designations 11

6.2.1 Single level 11

6.2.2 Multi-level 11

6.2.3 Use of letter codes 11

6.3 Different structures within the same aspect 12

7 Reference designation set 12

8 Designation of locations 12

9 Presentation of reference designations 12

10 Labelling 12

11 Designation of properties 12

12 Application of the reference designation system 12

13 Application of annexes in IEC 81346-1:2022 13

Annexes 14

Annex AA (normative) Classification letter codes for processes 15

AA.1 General 15

AA.2 Classes of prime processes 15

AA.3 Classes of activity processes 15

AA.4 Classes of task processes 18

Annex BB 31

BB.1 General 31

BB.2 Use case: Pump maintenance 31

BB.3 Use case: Project planning (management) 34

BB.4 Use case: Product development following ISO/IEC/IEEE 15288 34

Bibliography 37

Figure 1 – Classification hierarchy of processes 12

Figure BB.1 – Pump maintenance, process flow diagram 32

Figure BB.2 – Pump maintenance, process breakdown structure 34

Figure BB.1 – System life cycle processes provided in ISO/IEC/IEEE 15288:2023, Figure 4 35

Table 1 – Application of annexes of IEC 81346-1:2022 14

Table AA.1 – Classes of prime processes 15

Table AA.2 – Entry classes of the classification of activity processes 16

Table AA.3 – Classes of activity processes 16

Table AA.4 – Entry classes of task processes 19

Table AA.5 – Classes of task processes 19

Table BB.1 – Example of mapping of processes of ISO/IEC/IEEE 15288 to the classification scheme of this document 36

INTERNATIONAL ELECTROTECHNICAL COMMISSION

____________

Industrial systems, installations and equipment and industrial products — Structuring principles and reference designations

Part 50: Processes

FOREWORD

1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising all national electrotechnical committees (IEC National Committees). The object of IEC is to promote international co-operation on all questions concerning standardization in the electrical and electronic fields. To this end and in addition to other activities, IEC publishes International Standards, Technical Specifications, Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested in the subject dealt with may participate in this preparatory work. International, governmental and non-governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely with the International Organization for Standardization (ISO) in accordance with conditions determined by agreement between the two organizations.

2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international consensus of opinion on the relevant subjects since each technical committee has representation from all interested IEC National Committees.

3) IEC Publications have the form of recommendations for international use and are accepted by IEC National Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any misinterpretation by any end user.

4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications transparently to the maximum extent possible in their national and regional publications. Any divergence between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in the latter.

5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any services carried out by independent certification bodies.

6) All users should ensure that they have the latest edition of this publication.

7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and members of its technical committees and IEC National Committees for any personal injury, property damage or other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC Publications.

8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is indispensable for the correct application of this publication.

9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of patent rights. IEC shall not be held responsible for identifying any or all such patent rights.

IEC 81346-50 has been prepared by IEC technical committee 3: Documentation, graphical symbols and representations of technical information, in close cooperation with ISO technical committee 10: Technical product documentation. It is an International Standard.

It is published as a double logo standard and has the status of a horizontal publication in accordance with IEC Guide 108.

The text of this standard is based on the following documents: [IN PROGRESS]

FDIS

Report on voting

3/[xxx]/FDIS

3/[xxx]/RVD


Full information on the voting for its approval can be found in the report on voting indicated in the above table. In ISO, the standard has been approved by [xx] members out of [xx] having cast a vote.

The language used for the development of this International Standard is English.

This document is to be read in conjunction with IEC 81346-1:2022. The provisions of the general rules dealt with in IEC 81346-1 are only applicable to this document insofar as they are specifically cited. When this document states “addition”, “modification” or “replacement”, the relevant text in IEC 81346-1:2022 is to be adapted accordingly.

Subclauses that are numbered with a 101 (102, 103, etc.) suffix are additional to the same subclause in IEC 81346-1:2022.

Tables and figures in this document that are new are numbered starting with 101.

New annexes in this document are lettered AA, BB, etc.

A list of parts of the 81346 International Standard, published under the general title Industrial systems, installations and equipment and industrial products — Structuring principles and reference designations, can be found on the IEC website.

This document was drafted in accordance with ISO/IEC Directives, Part 2, and developed in accordance with ISO/IEC Directives, Part 1 and ISO/IEC Directives, IEC Supplement, available at www.iec.ch/members_experts/refdocs. The main document types developed by IEC are described in greater detail at www.iec.ch/standardsdev/publications. [IN PROGRESS]

In this document, italic type is used as follows:

  • terms defined in Clause 3 (applies to the text in Clause 3 only)
  • in the description of the EXPRESS model, entity names and attribute identifiers.

The committee has decided that the contents of this document will remain unchanged until the stability date indicated on the IEC website under webstore.iec.ch in the data related to the specific document. At this date, the document will be

  • reconfirmed,
  • withdrawn,
  • replaced by a revised edition, or
  • amended.

INTRODUCTION

This document considers and supports the designation of processes and activities within industrial systems. The application of a reference designation system tailored for this purpose may lead to innovative perspectives and structuring of these elements, offering opportunities and potential for enhanced efficiency and optimization.

The users of this standard will be able to manage processes, relation among these and related properties in a more efficient and consistent way. When implemented, information across various data processing systems can be handled in an unambiguous way.

The focus of this addition to the 81346 standard series is to define classes of processes which are used in life cycle of a technical system or product.

The following advantages of designation systems in accordance with this international standard and the 81346-standard series in general will be more and more important in the future:

  • The reference designation system can be applied in several technical fields in the same way and is not designed only for one.
  • The reference designation is not bound to a fixed structural pattern. Thus, the designation system is expandible, which makes the interpretability in some cases quite complex. Therefore, an exact and computer sensible documentation and description is essential.

(Blank)Industrial systems, installations and equipment and industrial products — Structuring principles and reference designations

Part 50: Processes

1.0 Scope

This part of 81346 International Standard, published jointly by IEC and ISO, provides, in combination with IEC 81346-1, rules and recommendations on the structuring of processes and the information on processes used in the life cycle of technical systems. It also provides classification schemes of those processes.

The structuring principles and the classes of processes are intended to be applied for providing unambiguous identification of processes throughout their life cycles.

This document is also a horizontal publication intended for use by technical committees in preparation of publications related to reference designations in accordance with the principles laid down in IEC Guide 108.

2.0 Normative references

The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.

IEC 81346-1:2022, Industrial systems, installations and equipment, and industrial products – Structuring principles and reference designations – Part 1: Basic rules

3.0 Terms and definitions

For the purposes of this document, the terms and definitions given in IEC 81346-1:2022 and the following apply.

information

knowledge concerning objects, such as facts, events, things, processes, or ideas (including concepts) that, within a certain context, has a particular meaning

[SOURCE: IEV 171-01-01]

data

representation of information (3.1) in a formalized manner suitable for human or automatic processing

Note 1 to entry: Processing includes communication and interpretation.

Note 2 to entry: In English, the word "data" is generally used in plural form. For use in singular form, it can be called "data item".

[SOURCE: IEV 171-01-02]

object designation

identifier of a specific object in a given context

prime process

process that constitutes an overall step in the life cycle of a system

Note 1 to entry: A prime process is usually performed by an organization.

activity process

process where the set of operations are performed in a given sequence

Note 1 to entry: A activity process is usually performed by a team.

task process

process consisting of a specific work to be done

Note 1 to entry: A task process is usually performed by an individual.

Note 2 to entry: The work can be performed by using tools and resources.

procedure

specified way to carry out an activity or a process 

4.0 Concepts

4.1 Object

IEC 81346-1:2022, clause 4.1 applies.

4.1.1 Aspect

IEC 81346-1:2022, clause 4.2 applies with the following addition:

Add the following bullet to the bullets of the 2nd paragraph:

  • intended or accomplished activities constituting an object – the process aspect.

4.1.2 Systems

IEC 81346-1:2022, clause 4.3 applies.

4.1.3 Structuring

IEC 81346-1:2022, clause 4.4 applies.

4.1.4 Function

IEC 81346-1:2022, clause 4.5 applies.

4.1.5 Products and components

IEC 81346-1:2022, clause 4.6 applies.

4.1.6 Location

IEC 81346-1:2022, clause 4.7 applies.

4.1.7 Types

IEC 81346-1:2022, clause 4.8 applies.

4.1.8 Object occurrences and product individuals

IEC 81346-1:2022, clause 4.9 applies.

4.1.9 Relations between concepts

IEC 81346-1:2022, clause 4.10 applies.

4.1.10 Processes

4.1.11 General

In this document the process aspect is introduced to filter process information about an object that is of relevance to it throughout its life cycle.

The application of the process aspect involves a structured approach to identify and designate processes. The process aspect is used to describe what happens with an entity (e.g. system, person, organisation) over time. This allows designers to create references in areas of:

  1. Organizational Strategies and Plans such as market analysis, product development, and marketing campaigns, designated to track progress and ensure alignment with organizational goals. This helps in managing and executing strategic initiatives effectively, provides a clear roadmap, aligns activities with strategic goals, and enhances the ability to monitor and adjust plans as needed.
  2. Overall Development Projects where software, construction, or other fields, processes such as requirements gathering, design, implementation, testing, and deployment can to be clearly identified. Reference designations help in managing these phases systematically, ensuring systematic progress, improving coordination among different phases, and enhancing the ability to manage project timelines and deliverables.
  3. Work Breakdown Structures (WBS), used to break down a project into smaller, manageable sections. By applying reference designations to each process within the WBS, project managers can ensure that every task is clearly identified and tracked, facilitating better planning, execution, and monitoring. Thereby, clarity is enhanced, task management is improved and ensuring that all project components are accounted for and properly coordinated
  4. Standard Operating Procedures (SOPs), critical for maintaining consistency and quality. Reference designations for each procedure ensure that all steps are documented and easily accessible, which is essential for training, compliance and quality control. This promotes uniformity, ensures compliance with standards, and facilitates training and quality assurance.
  5. Lessons Learned Projects, either as part of design projects, construction projects or other field processes, or as separate projects, where information such as cost, emissions, time and more, can be systemized, aggregated and related, for further analysis.

The process aspect is recognized by the prefix $ - DOLLAR

To differentiate between levels of abstraction, three classification libraries are used with definition of their own process types:

  • Prime processes
  • Activity processes
  • Task processes

4.1.12 Prime processes

Prime processes represent the highest level of abstraction. These processes encompass broad, overarching procedures and strategies that define the general direction and objectives of an organization.

4.1.13 Activity processes

Activity processes represent the middle level of abstraction. These processes bridge the gap between high-level strategies and detailed operational tasks. They are more specific than those at the high level but still maintain a degree of generality. They are essential for translating strategic objectives into actionable plans and coordinating various functions within the organization.

4.1.14 Task processes

Task processes represent the lowest level of abstraction. These processes include detailed, specific tasks and activities that are carried out on a day-to-day basis by operators and other personnel or by automatic means. They are critical for the execution of operational plans and ensure that the organization’s strategies are implemented effectively and efficiently.

5.0 Structuring principles

The requirements of IEC 81346-1:2022, 5 applies with the following modifications:

5.1 Process-oriented structure

The process-oriented structure specifies on greater detail what is going on or needs to be done to achieve a result. A constituency relation can be used to divide any process into sub-elements. This can apply to a system which needs to undergo a particular order of operations, but also the work an operator has to do.

Any process can be considered as the overall accomplishment of a number of sub-processes. This constituency relationship allows a designer to create a breakdown structure using the same principles as any other system breakdown structure.

6.0 Construction of reference designations

6.1 General

The requirements of IEC 81346-1:2022, 6.1 apply.

6.1.1 Format of reference designations

6.1.2 Single level

IEC 81346-1:2022, 6.1 applies with the following modifications:

Replace Rule 6 by the following:

Rule 6: A single-level reference designation assigned to an object occurrence shall consist of a prefix sign followed by a letter code followed by a number.

Add the following item to Rule 7:

The prefix signs used to indicate the type of aspect in a reference designation shall be:

  1. “$” (DOLLAR) when relating to the process aspect of the object.

6.1.3 Multi-level

IEC 81346-1:2022, 6.2.2 applies.

6.1.4 Use of letter codes

IEC 81346-1:2022, 6.2.3 applies with the following modifications.

Item b) of Rule 13 does not apply.

Classification of processes

General

A structured approach to classifying processes has been established to ensure clarity and consistency across various domains. This standard introduces a hierarchical framework that categorizes processes into three distinct levels of abstraction, each identified by the number of characters in their class codes. This framework is essential for accommodating the diverse needs of stakeholders, from high-level organizational planning to detailed operational tasks.

For the classification of prime processes, the classification scheme provided in Table AA.1 apply.

For the classification of activity processes, the classification scheme provided in Table AA.3 apply.

For the classification of task processes, the classification scheme provided in Table AA.5 apply.

Figure 1 illustrates the hierarchy of the classification schemes.

Figure 1 – Classification hierarchy of processes

6.2 Different structures within the same aspect

IEC 81346-1:2022, 6.3 applies.

7.0 Reference designation set

IEC 81346-1:2022, 7 applies.

8.0 Designation of locations

IEC 81346-1:2022, 8 applies.

9.0 Presentation of reference designations

IEC 81346-1:2022, 9 applies.

10.0 Labelling

IEC 81346-1:2022, 10 applies.

11.0 Designation of properties

IEC 81346-1:2022, 11 applies.

12.0 Application of the reference designation system

IEC 81346-1:2022, 12 applies.

13.0 Application of annexes in IEC 81346-1:2022

The annexes of IEC 81346-1:2022 that, where relevant, shall be complied with are specified in Annex A, Table A.1.

The annexes of IEC 81346-1:2022 that are applicable also within this document are specified in Annex A, Table A.2.

Annexes

The annexes of IEC 81346-1:2022 apply as shown in Table 1:

Table 1 – Application of annexes of IEC 81346-1:2022

Annex

Status

Applicable

Title

A

informative

Yes

Information model on the reference designation system

B

informative

Yes

Establishment and life cycle of objects

C

informative

Yes

Manipulation of objects

D

informative

Yes

Interpretation of reference designations using different aspects

E

normative

Yes

Object represented with several top nodes in an aspect

F

informative

Yes

Examples of multiple structures based on the same aspect

G

normative

Yes

Incorporating sub-objects in object structures

H

informative

No

Example of reference designations within a system

I

normative

Yes

Designation of relations between objects

J

normative

Yes

Requirements for developing sector-specific parts of the
IEC/ISO 81346 series

K

informative

Yes

Metadata resource for structure management

L

informative

Yes

Recommendations for documentation of the application of the reference designation system

M

Informative

Yes

Fundamental ideas for this document

N

informative

Yes

Relationship to other standards


  1. (normative)
    Classification letter codes for processes
    1. General

This annex provides classification schemes for prime processes, activity processes and task processes. The classification schemes are mainly intended to be applied for designating object occurrences within a process-oriented structure. They may also be applied for designation of types.

The classification schemes are developed in accordance with the rules and guidelines given in ISO 704 and ISO 22274.

    1. Classes of prime processes

Table AA.1 lists the classes of prime processes.

Table AA.1 – Classes of prime processes

Class code

Class definition

Preferred term

Examples

A

prime process of designing an entity

designing process

modelling, prototyping

B

prime process of retrieving an entity

extracting process

capturing, harvesting, obtaining

C

prime process of making a new entity or destroying an old entity

producing process

altering, building, changing, demolishing, programming, transforming,

D

prime process of treating an existing entity

treating process

facility management, maintaining, servicing

E

prime process of moving an entity

transporting process

shipping. transferring

F

prime process of transmitting information

communicating process

corresponding, marketing, publishing

G

prime process of governing activities and interactions of other prime processes

managing process

process enabling, quality assurance, technical management

H

prime process of facilitating the exchange of ownership

transacting process

agreement process, procurement

NOTE Letters not used in this table are reserved for future standardization

    1. Classes of activity processes

Table AA.2 lists the entry classes of the classification of activity processes. This table provides an overview of the activity process classes. Table AA.3 lists the complete classification scheme of activity processes and shall be used for the classification of activity processes

.

Table AA.2 – Entry classes of the classification of activity processes

Class code

Class definition

Preferred term

Examples

A

activity process for modelling data of an entity

developing activity

B

activity process for changing characteristics on an object

transforming activity

C

activity process for using executive, administrative or supervisory direction

managing organization activity

D

activity process for handling a physical object without changing its characteristics

handling activity

Criteria:

E

activity process for obtaining and transferring information

information activity

F

activity process for retrieving an object

retrieving activity

Table AA.3 – Classes of activity processes

Class code

Class definition

Preferred term

Examples

1

2

A

activity process of modelling data of an entity

developing activity

AA

developing activity to expand understanding of a subject

analysing activity

calculating, contemplating, estimating, evaluating, mapping, refining, risk assessing, searching, thinking

AB

developing activity to predict future events

planning activity

coordinating, forecasting, foreseeing, predicting, scheduling

AC

developing activity to handle requirements or properties

engineering activity

computing, defining, drafting, outlining, requiring

AD

developing activity to store information for future use

documenting activity

authoring, characterizing, compiling, composing, describing, documenting, formalizing, recording, specifying, stating

AE

developing activity to organize information in groups

classifying activity

allocating, arranging, cataloguing, grouping, indexing, prioritizing, sorting, structuring

B

activity process of changing characteristics on an object

transforming activity

BA

transforming activity to preserve from failure or decline

maintaining activity

adjusting, calibrating, cleaning, nourishing optimizing, preserving, repairing, restoring, tuning, updating

BB

transforming activity by reshaping

reshaping activity

creating, making, moulding

BC

transforming activity by assembling or dismantling

assembly activity

amputating, building, constructing, creating, demolishing, dismantling, making

BD

transforming activity by material modification

material modification activity

cooking, creating, making

BE

transforming activity to mitigate the effect of undesirable or dangerous conditions

protecting activity

covering, medicating, mitigating risks, packing, preserving, safeguarding, securing

BF

transforming activity for adapting the object to its intended use

configuring activity

adjusting, calibrating, optimizing, organizing environment, preparing, supporting, tuning

BG

transforming activity by allowing time to pass

ageing activity

curing, decaying, deteriorating, lingering, maturing

C

activity process of using executive, administrative or supervisory direction

managing activity

CA

managing activity for granting permission

authorizing activity

allocating, approving, assigning, attesting, authenticating, commissioning, confirming, delegating, designating, endorsing, reviewing

CB

managing activity for making a decision

deciding activity

assessing, choosing, corroborating, deciding, determining, judging, negotiating, proving, resolving, selecting, settling, substantiating, validating, verifying

CC

managing activity for carrying out a decision

implementing activity

adapting, commissioning, enforcing, executing, fulfilling, installing, integrating, realizing

CD

managing activity for providing governance

supervising activity

administering, advising, aiding, conducting, controlling, coordinating, evacuating, guiding, helping, instructing, leading, monitoring, overcoming hijackers, overseeing, quality assuring

CE

managing activity for transferring ownership of an entity

acquiring activity

buying, capturing, collecting, exchanging, gathering, obtaining, purchasing, retrieving, securing, selling, taking over, trading

CF

managing activity for operating equipment

piloting activity

driving, flying, navigating, operating

D

activity process of handling a physical object without changing its characteristics

handling activity

Criteria:

DA

handling activity for transporting the object between locations

transporting activity

departing, evacuating, moving, positioning, returning

DB

handling activity for delivering the object for further processing or usage

delivering activity

Supplying, transitioning

DC

handling activity for receiving the object for further processing

receiving activity

DD

handling activity for storing the object

storing activity

accumulating, depositing, keeping, locking away, saving, stashing, stocking

DE

handling activity for discarding the object

discarding activity

dumping, getting rid of, recycling, removing

E

activity process for obtaining and transferring information

information activity

EA

information activity by carrying out experiments

testing activity

collecting data, experimenting, investigating, measuring

EB

information activity by monitoring behaviour of an entity

observing activity

capturing information, examining, monitoring, retrieving information, tracking

EC

information activity by retrieving existing information

consulting activity

checking, comprehending, confirming, consulting, knowledge sharing, reviewing

ED

information activity by transferring the information

communicating activity

commanding, communicating, conference meeting, demonstrating, directing, displaying, explaining, formulating, informing, meeting, presenting, proposing, publishing, reporting, requesting, socializing, suggesting, teaching, telling, working meeting

F

activity process of retrieving an object

retrieving activity

FA

retrieving activity by agricultural processes

agricultural activity

farming

FB

retrieving activity by aquatic processes

aquatic activity

FC

retrieving activity by forestry processes

forestry activity

FD

retrieving activity by mining processes

mining activity

FE

retrieving activity by fluids extraction processes

oil&gas activity

water extraction

NOTE Letters not used in this table are reserved for future standardization

    1. Classes of task processes

Table AA.4 lists the entry classes of task processes. This table provides an overview of the task process classes. Table AA.5 list the complete classification scheme of task processes and shall be used for the classification of task processes.

Table AA.4 – Entry classes of task processes

Class code

Class definition

Preferred term

Criteria for definition of sub-classes

A

task process for shaping an object while conserving its mass

mass conserving shaping task

Phase of material

B

task process for shaping an object while changing its mass

mass changing shaping task

Kind of energy used

C

task process for merging objects or materials

joining task

Kind of material and reversibility of unification

D

task process for dividing objects or materials

separating task

kind of material and energy used

E

task process for changing material properties of an object while maintaining its shape

property altering task

Kind of method

F

task process for changing surface properties of an object while maintaining its shape

surface altering task

Kind of method

G

task process for changing position

positioning task

Kind of subject and kind of movement

H

task process for obtaining information

examination task

scientific domain

J

task process for constraining movement abilities of an object

confining task

 Purpose of confinement

K

task process for supervising equipment or procedures

interacting task

Purpose of interaction

L

task process for handling information

Information handling task

Transmit or receive

M

task process for mending the body

nourishing task

Kind of mending

N

task process for transforming information

information processing task

Stage of design

Table AA.5 – Classes of task processes

Class code

Class definition

Preferred term

Examples

1

2

3

A

task process for shaping an object while conserving its mass

mass conserving shaping task

Criteria: Phase of material

AA

 

 

 

 

 

 

 

 

 

 

mass conserving shaping task by consolidation

consolidating task

Criteria: State of processed material and kind of method applied

AAA

consolidating task by casting from a liquid state

casting task

continuous casting, die casting, flexible mould casting, full mould casting, investment casting, no-bake mould casting, permanent mould casting, plaster mould casting, sand casting, shell mould casting, slip casting

AAB

consolidating task by moulding from a liquid or plasticated state

moulding task

blow moulding, compression moulding, dry ceramic pressing, extrusion moulding, injection moulding, polymer extrusion, polymer rolling, rotational moulding, thermoform moulding, transfer moulding, wet ceramic forming

AAC

consolidating task by moulding from a fibrous state

fibre reinforced moulding task

filament winding, hand lay-up, liquid resin infusing, press curing, pultrusion forming, resin film infusing,
resin transfer moulding, spray layup

AAD

consolidating task by compacting from a granular state

compacting task

conventional compacting, extrusion compacting, isostatic compacting, rolling compacting

AB

 

 

 

 

 

mass conserving shaping task by deformation

deforming task

Criteria: Method of deformation

ABA

deforming task through forging

forging deformation task

coining, cold forming, cold heading, dimpling, drop forging, electrohydraulic forming, electromagnetic forming, embossing, explosive forming, foil rolling, hammer forging, hubbing, knurling, pierce rolling, press forging, roll forging, sheet rolling, sizing, structural rolling, swaging solids,
thread forming, upset forging

ABB

deforming task through a die

extrusion drawing task

direct extruding, impact extruding, indirect extruding,
tube drawing, wire drawing

ABC

deforming task into a die

deep drawing task

cup drawing, deep drawing,
sheet metal stretching, simple rigid die forming,

ABD

deforming task trough bending

bending task

corrugation bending, curling, flaring, hemming, joggle bending, metal spinning, roll forming, seaming (metalwork), shear spinning, straight angle bending, swaging, tube bending

B

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

task process for shaping an object while changing its mass

mass changing shaping task

Criteria: Kind of energy used

BA

 

 

 

 

 

 

 

mass changing shaping task by mechanical reduction

mechanical mass reducing shaping task

Criteria: Kind of fraction type

BAA

mechanical mass reducing shaping task through cutting

cutting task

blending, boring, broaching, counterboring, countersinking, digging, drilling, excavating, facing, filing, gear cutting, grooving, milling/routing, parting, planning, reaming, sawing, shaping, shredding, spot facing, threading (SP), turning

BAB

mechanical mass reducing shaping task through abrasing

abrasing task

crushing, grinding, honing, jet machining, lapping,
pulverizing, superfinishing, tearing, ultrasonic machining

BAC

mechanical mass reducing shaping task through controlled fracture

fracturing task

blasting, clipping, conventional blanking, cutting, dinking, lancing, nibbling, notching, perforating, punching, rotary shaving/trimming, shearing, slitting, snipping, squaring, steel-rule-die blanking

BB

 

 

 

 

mass changing shaping task by thermal reduction

thermal mass reducing shaping task

Criteria: Kind of thermal method

BBA

thermal mass reducing shaping task by means of torch cutting

torch cutting task

air arc cutting, gas cutting, plasma arc cutting,

BBB

thermal mass reducing shaping task by means of electrical discharge machinery

electrical discharge machining task

cavity-type electric discharge milling, electric discharge milling grinding, electric discharge milling sawing,

BBC

thermal mass reducing shaping task by means of high energy beam machining

high energy beam machining task

electron beam cutting, ion beam cutting, laser beam cutting

BC

 

 

 

 

mass changing shaping task by chemical reduction

chemical mass reducing shaping task

Criteria: Kind of chemical method

BCA

chemical mass reducing shaping task by means of chemical milling

chemical milling task

chemical reducing, immersion chemical milling,
industrial etching, spray chemical milling

BCB

chemical mass reducing shaping task by means of electrochemical milling

electrochemical milling task

cavity type electrochemical milling, grinder type electrochemical milling

BCC

chemical mass reducing shaping task by means of photochemical milling

photochemical milling task

photo etching, photo milling

C

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

task process for merging or adding objects or materials

joining task

Criteria: Kind of material and reversibility of unification

CA

 

 

 

 

 

 

 

 

 

 

 

 

 

joining task by unifying into a whole

combining task

Criteria: Kind of method

CAA

combining task by melting surfaces together

thermal welding task

butt welding, carbon arc welding, electro slag welding, electron beam welding, explosive welding, frictional welding (inertial), gas metal arc (MIC) welding, laser beam welding, percussion welding, plasma arc welding, pressure welding (cold), projection welding, seam welding, shielded metal arc welding, spot welding, stud welding, submerged arc welding, ultrasonic welding

CAB

combining task by adding melted filler material to surfaces

brazing task

carbon arch brazing, dip brazing, dip soldering, friction/ultrasonic soldering, furnace brazing, gas brazing, induction brazing, induction soldering, infrared brazing, infrared soldering, iron soldering, resistance brazing, resistance soldering, torch brazing, torch soldering, wave soldering

CAC

combining task by dissolving surfaces together

chemical welding task

atomic hydrogen welding, combustible gas welding

CAD

combining task by adding adhesive material to surfaces

gluing task

adhesive bonding, chemical sealing, filling in gap, gluing, sealing, liquid shimming, nut cap vapour sealing, solid shimming, vapor seal painting

CAE

combining task by adding layers of material together

laminating task

3D printing

CB

 

 

 

 

 

 

 

 

 

joining task by mechanical assembly

assembling task

Criteria: Kind of fastening

CBA

assembling task using threaded fastening

screwing task

bolting, screwing, tightening screws

CBB

assembling task by nailing

nailing task

CBC

assembling task using interference or transition fit fastening

interference fastening task

cold pressing, press fitting, shrink fitting

CBD

assembling task using clearance fit fastening

clearance fastening task

inserting helicoil, inserting washer

CBE

assembling task using interlock fastening

interlocking task

Clipping, connecting, fixing, interlacing, locking, seam joining, sewing, snapping, stitching, weaving

CBF

assembling task using deformation fastening

deformation fitting task

riveting, seaming (metalwork)

CC

 

joining task by merging into a substance

merging substance task

Criteria: Kind of matter added

CCA

merging substances task by adding liquid matter

merging liquid task

blending, combining

CCB

merging substances task by adding gaseous matter

merging gas task

blending, combining

CCC

merging substances task by adding solid matter

merging solid matter task

blending, combining, planting seed into the soil

CD

joining task by adding substance

adding substance task

CDA

adding substance task being a liquid matter

adding liquid task

adding lubricant, filling, filling coolant, filling gasoline, filling lubricant, filling oil,
pour water/coffee into jugs, pouring

CDB

adding substance task being a gaseous matter

adding gas task

CDC

adding substance task being a solid matter

adding solid matter task

D

 

 

task process for dividing objects or materials

separating task

Criteria: kind of material and energy used

DA

 

 

 

separating task of solids by mechanical means

disassembling task

Criteria: Kind of fastening

DAA

disassembling task of threaded parts

untightening task

unscrewing, unwinding

DAB

disassembling task of interlocking parts

unlocking task

Opening, release

DAC

disassembling task of parts not fastened by threaded or interlocking means

disconnecting task

demoulding, disassembling, disconnecting, dismantling, emptying, removing, removing plastic film, removing protective layer, unmount, unpacking

DB

 

 

 

 

 

 

separating task of fluid by mechanical separation

segregating fluid task

Criteria: Kind of segregated object

DBA

segregating fluid task from suspended material

filtering task

centrifuging, sedimentation, sieving, straining, wringing

DBB

segregating fluid task from a container

draining task

bleeding, carbon fibre vacuuming, defueling, depleting, emptying, processing, siphoning, sucking, sucking out fumes, vacuuming

DC

 

 

separating task by chemical separation

chemically purifying task

Criteria: Kind of chemical method

DCA

chemically purifying task by adding solvents to dissolve material

extracting task

 

DCB

chemically purifying task by adding a reagent which forms a solid

precipitating task

 

DD

 

 

 

separating task by thermal means

thermal separating task

Criteria: Kind of thermal method

DDA

thermal separating task based on different boiling points

distilling task

boiling, condensing, drying, evaporating

DDB

thermal separating task based on different melting points

fractional freezing task

zone refining

DDC

thermal separating task based on saturation

crystallizing task

supersaturating

DE

 

separating task by electromagnetic means

electromagnetic separating task

Criteria: Kind of method

DEA

electromagnetic separating task by applying electric potential

electrolysing task

electrolysing, separating ions

DEB

electromagnetic separating task by applying magnetism

magnetic separating task

 

E

task process for changing material properties of an object while maintaining its shape

property altering task

Criteria: Kind of method

EA

property altering task through thermal treatment

thermal treating task

Criteria: Kind of thermal method

EAA

thermal treating using conductive thermal energy transfer to the object

conduction thermal task

cold treating, cooling, firing, glazing, full annealing, freezing, liquid-phase sintering, process annealing, short-cycle annealing recovery processing, solid-phase sintering, stress relieving,
tempering recrystallization treating

EAB

thermal treating using convective thermal energy transfer to the object

convection thermal task

age hardening, air quench hardening, flame hardening,
martempering, oil quench hardening, precipitation hardening, water quench hardening

EAC

thermal treating using mechanical energy on the object

mechanical thermal task

EAD

thermal treating using electrical energy on the object

electrical thermal task

induction hardening,

EAE

thermal treating using chemical energy on the object

chemical thermal task

carburizing, carbonitriding, chromizing, cyaniding, diffusion hardening, nitriding

EB

property altering task through electromagnetic treatment

electromagnetic treatment task

Criteria: Kind of electromagnetic method

EBA

electromagnetic treatment task by magnetization

magnetizing task

magnetizing

EC

property altering task through radiation treatment

radiation treatment task

Criteria: Kind of radiation method

ECA

radiation treatment task by high energy particles

radiating task

neutron bombarding, radiating/irradiating

ECB

radiation treatment task by electromagnetic waves

electromagnetic wave exposing task

gamma radiating, hardening by ultraviolet light, lighting, microwaving, microwave heating, UV-light exposing

ED

property altering task through biological treatment

biological treatment task

Criteria: Kind of biological method

EDA

biological treatment task by bacteria

bacteria treatment task

bioleaching, wastewater treating

EDB

biological treatment task by virus

virus treatment task

F

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

task process for changing surface properties of an object while maintaining its shape

surface altering task

 Criteria: Kind of method

FA

 

 

 

 

 

 

 

 

surface altering task by removing unwanted substances

surface preparing task

 Criteria: Means used for the removal

FAA

surface preparing task by mechanical removal

mechanical surface removal task

abrasive blasting, barrel tumpling, belt sanding, cleaning, dry blasting, knife deburring, paint removing, rinsing, sandblasting, ultrasonic degreasing, vibratory finishing, washing, wet blasting, wiping off, wire brushing

FAB

surface preparing task by thermal removal

thermal surface removal task

flame cleaning, thermochemical deburring, sterilizing

FAC

surface preparing task by chemical removal

chemical surface removal task

alkali degreasing, alkali descaling, electrochemical deburring, oxide removing, paint removing, solvent degreasing, sterilizing, vapor degreasing

FAD

surface preparing task by biological removal

biological surface removal task

biological cleaning

FB

 

 

 

 

 

 

surface altering task by coating

surface coating task

 Criteria: Means used for coating

FBA

surface coating task by mechanical means

mechanical coating task

adding lube to surface, adding surface protection, air gun spraying, calendaring, cold dip coating, curtain coating, dust coating, electrocoating, electrostatic coating, fluidized bed coating, galvanizing, grease coating, high pressure airless spraying, hot dip coating, labelling, marking, oil bath coating, painting, paper walling, printing, roller coating, self-adhesive coating, taping, vacuum coating, waxing, writing

FBB

surface coating task by thermal means

thermal coating task

chemical vapor-phase, combustion flame spraying, detonation gun spraying, heat tinting, laser engraving, plasma arc spraying, sputtering, vacuum metallizing

FBC

surface coating task by chemical means

chemical coating task

alkaline oxiding, anodizing
chromating, electroplating fused nitrate, phosphating, proprietary treating

FC

 

 

 

 

surface altering task by surface modification

surface modifying task

Criteria: Means used for modification

FCA

surface modifying task by mechanical means

mechanical modification task

buffing, burnishing, hammer peening, polishing, shot peening, texturing, wire brush finishing

FCB

surface modifying task by electromagnetic means

electromagnetic modification task

corona treatment, ultra-violet bleaching, ultra-violet sterilizing

G

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

task process for changing position

positioning task

Criteria: Kind of subject and kind of movement

GA

positioning task of an object in space

moving object task

Criteria: movement autonomy and movement axis

GAA

moving object task by autonomous relocation

autonomous moving task

Approaching, droning, exiting, walk, climb, run

GAB

moving object task by relocating the object by external means

external moving task

Dispensing, driving, hoisting, lift a crate, lifting, placing, pulling, pushing, retrieving, sending, shifting, ship transporting, transporting, truck transporting

GAC

moving object task by autonomous rotation around an axis

autonomous rotating task

spinning, turn around

GAD

moving object task by rotating the object by external means

external rotating task

rotate a handle

GB

positioning task of proprietary rights

exchanging task

Criteria: Kind of subject

GBA

exchanging task of an asset

giving task

acquiring, delivering, donating, handing out, handing over, presenting, providing supplying

GBB

exchanging task of monetary amounts

paying task

buying, refunding, repaying, settling, trading

GC

 

 

 

 

 

positioning task for adopting posture of the human body

posing task

 Criteria: Kind of posture

GCA

posing task to a sitting position

sitting task

remaining seated, squatting

GCB

posing task to a standing position

standing task

remain standing

GCC

posing task to a laying position

lying down task

dropping down, stretching out

GCD

posing task to a protective position

ducking task

bending, bowing, crouching,
dodging, evading

H

task process for inspecting an object to obtain data

examining task

Criteria:Scientific domain

HA

examining task of space and time properties

space and time properties acquiring

 Criteria: Quantity tested

HAA

space and time properties acquiring of dimension

dimension acquiring task

checking, measuring area, measuring gab, measuring height, measuring length, measuring surface roughness, measuring volume, measuring width,
testing dimension, testing for leaks, vector measurement, visual verification

HAB

space and time properties acquiring of angle

angle acquiring task

measuring angle,

HAC

space and time properties acquiring of time

time acquiring task

HAD

space and time properties acquiring of speed

speed acquiring task

velocity testing, acceleration testing

HAE

space and time properties acquiring of frequency

frequency acquiring task

HB

examining task of mechanical properties

mechanical properties acquiring

Criteria: quantity tested

HBA

mechanical properties acquiring of mass

mass acquiring task

HBB

mechanical properties acquiring of force

force acquiring task

HBC

mechanical properties acquiring of pressure

pressure acquiring task

HC

examining task of thermodynamic properties

thermodynamic properties acquiring

Criteria: quantity tested

HCA

thermodynamic properties acquiring of temperature

temperature acquiring task

HCB

thermodynamic properties acquiring of thermal potential

thermal potential acquiring task

HD

examining task of electromagnetic properties

electromagnetic properties acquiring

Criteria: quantity tested

HDA

electromagnetic properties acquiring of current

current acquiring task

HDB

electromagnetic properties acquiring of electric potential

electric potential acquiring task

HDC

electromagnetic properties acquiring of conductivity

conductivity testing task

HDD

electromagnetic properties acquiring of capacitance

capacitance testing task

HE

examining task of light and radiation properties

light and radiation properties acquiring

Criteria: quantity tested

HEA

light and radiation properties acquiring of luminous intensity

luminous intensity acquiring task

HF

examining task of acoustic properties

acoustics properties acquiring

Criteria: quantity tested

HFA

acoustics properties acquiring of sound intensity

sound intensity acquiring task

decibel testing

HFB

acoustics properties acquiring of sound absorption

sound absorption acquiring task

HG

examining task of chemical properties

chemical properties acquiring

Criteria: quantity tested

HGA

chemical properties acquiring of concentration

concentration acquiring

HH

examining task of nuclear physics properties

nuclear physics properties acquiring

Criteria: quantity tested

HHA

nuclear physics properties acquiring of radioactive activity

radioactive activity acquiring task

HJ

examining task of economical properties

economic properties acquiring

Criteria: quantity tested

HJA

economic properties acquiring of price

price acquiring task

HJB

economic properties acquiring of cost estimation

cost estimation acquiring task

HK

examining task of socioeconomic related properties

socioeconomic properties acquiring

HKA

socioeconomic properties acquiring of ecological properties

ecological properties acquiring task

HKB

socioeconomic properties acquiring of environmental properties

HKC

socioeconomic properties acquiring of counting

counting task

HKD

socioeconomic properties acquiring of psychological properties

J

 

 

 

 

 

 

 

 

 

 

 

task process for constraining movement abilities of an object

confining task

Criteria: Kind of purpose for confinement

JA

 

confining task by positioning to a defined location

supporting task

Criteria: limitation of degrees of freedom

JAA

supporting task by limiting the degrees of freedom

fixing task

clamping, doweling, fasten seatbelt, locking, locking in place, securing, stopping, temporary fastening

JAB

supporting task by not limiting the degrees of freedom

storing task

hiding, keeping, locking away, packing away, restoring, saving, storing, stowing, tidying

JB

 

 

 

 

confining task by discarding

discarding task

Criteria: discarding reason

JBA

discarding task for recycling reasons

recycling task

recycling

JBB

discarding task for safety reasons

isolating task

safety confining

JBC

discarding task for scrapping reasons

disposing task

deleting, disposing

K

 

 

 

 

 

 

 

 

 

 

 

 

 

task process for supervising equipment or procedures

interacting task

Criteria: Purpose of interaction

KA

 

 

 

interacting task for enabling or disabling

switching task

 

KAA

switching task by activating

starting task

begin, enable, initiate, start, switching on

KAB

switching task by deactivating

stopping task

cancel, disable, ending, stop, switching off

KB

 

 

 

 

interacting task for modification

modifying task

 

KBA

modifying task by increasing the input

increasing task

raise

KBB

modifying task by decreasing the input

decreasing task

lower

KBC

modifying task by adjusting the input

adjusting task

control, modify flight plan

KC

 

 

 

 

interacting task for providing decision

deciding task

Criteria: Kind of result

KCA

deciding task for providing a binary decision

accepting task

acknowledging, agreeing, allowing, approving, collecting, confirming, declining, ignoring, receiving, refusing, rejecting, say no, say yes, signing off

KCB

deciding task for providing a non-binary decision

choosing task

determining, judge, selecting, think

L

task process for handling of information

information handling task

LA

 

 

 

 

information handling task by receiving information

learning task

criteria: form of information media

LAA

learning task through a visible form only

reading task

studying

LAB

learning task through an audible form only

listening task

accepting, attending

LAC

learning task through an audio-visible form

watching task

monitoring, observing, searching

LB

 

 

 

 

 

information handling task by transmitting information

informing task

criteria: form of information media

LBA

informing task through a visible form only

documenting task

configuring, documenting, filling out documents, programming, recording, reporting information, set value, setting, signing, transmit

LBB

informing task through an audible form only

speaking task

advising, announcing, commanding, discussing, inform notifying, orienting workers, talking, teaching, telling, updating, warning

LBC

informing task through an audio-visible form

showing task

instructing, pointing, signalling to others

M

 

 

 

 

 

 

 

 

 

 task process for mending the body

nourishing task

Criteria: Kind of mending

MA 

 

nourishing task by consuming matter

absorbing task

 Criteria: Kind of matter

MAA

absorbing task of liquids

drinking task

gulping, swallowing

MAB

absorbing task of solids

eating task

feeding, ingesting

MAC

absorbing task of gases

breathing task

inhaling

MB

 

 

 

nourishing task by being inactive

inactivating task

Criteria: Kind of inactivation

MBA

inactivating task by resting

relaxing task

napping, resting, sleeping, slumbering, snoozing

MBB

inactivating task by delaying actions until que or event

waiting task

aging, awaiting, developing, expecting, lingering, maturing, pausing, stalling,
standing by, waiting, watching

N

task process for transforming information

information processing task

Criteria: Stage of design

NA

information processing task to determine object requirements

Requirements definition task

Criteria: requirement type

NAA

requirements definition task provided by stakeholders

stakeholder definition task

NAB

requirements definition task provided by legislation and regulations

legislation definition task

NAC

requirements definition task provided by the working organization

working organization definition task

business requirements definition

NB

information processing task to mature information about an object

designing task

Criteria: level of detail

NBA

designing task for high level definition

conceptual design task

feasibility studying, ideation, sketching

NBB

designing task for refining and selection of concepts

preliminary design task

cost estimating, material selecting, prototyping

NBC

designing task for providing detailed specifications

detailed design task

CAD modelling, specification developing, tolerance analysing

NBD

designing task for implementing specifications

realizing design task

coding, programming

NC

information processing task to compare object specification

design review task

NCA

design review task to market needs

validation task

NCB

design review task to system requirements

verification task

compliance checking. risk assessing

ND

information processing task to optimize design

optimizing task

Criteria: area of optimization

NDA

optimizing task related to cost

cost reduction task

cost calculating, cost optimizing

NDB

optimizing task related to functional effectiveness

improvement task

capability enhancing, reliability optimizing

NDC

optimizing task related to user experience

user experience enhancement task

ergonomic optimizing

NDE

optimizing task related to environmental impact

sustainability analysis task

material analysing

NDF

optimizing task related to compliance and safety

regulatory analysis task

risk mitigation task, safety integration task

NOTE Letters not used in this table are reserved for future standardization

(informative)

Use cases

    1. General

This annex provides different use cases (examples) illustrating the application of the classification tables proved in Annex AA.

    1. Use case: Pump maintenance

Figure BB.1 shows a method for how to apply reference designations for a process flow diagram (PFD). The process flow diagram is used to express the order and decisions when carrying out the individual tasks, while the tree breakdown structure shown in Figure BB.2 is used to represent their reference designation.

This example focuses on the daily task of maintenance personnel in a technical plant. The reference designations for process tasks can be used to:

  • compare standard SOPs;
  • calculate maintenance time;
  • allocate personnel with a license or approval to execute the process tasks

Figure BB.1 – Pump maintenance, process flow diagram

The process description can be part of a larger framework describing the procedures in a plant required for its daily operation. In this example the oil filter maintenance activity is not part of a prime process.

Figure BB.2 – Pump maintenance, process breakdown structure

    1. Use case: Project planning (management)

SECRETARY NOTE – This annex is placeholder for the example indicated by the heading. The example will be provided in future committee draft.

    1. Use case: Product development following ISO/IEC/IEEE 15288

Figure BB.1 shows the life cycle processes defined in ISO/IEC/IEEE 15288. Table BB.1 lists examples of mapping the technical processes listed in Figure BB.1 to classes of the classification scheme for activity processes (see Table AA.3) or task processes (see Table AA.5) or both.

Figure BB.1 – System life cycle processes provided in ISO/IEC/IEEE 15288:2023, Figure 4

Table BB.1 – Example of mapping of processes of ISO/IEC/IEEE 15288 to the classification scheme of this document

ISO/IEC/IEEE 15288 technical process

Activity process class

Task process class

Stakeholder Requirements Definition

EC

System Requirements Definition

AC

NAA

Architecture Definition

AC

NBA

Design Definition

AC

NBA

System Analysis

AA

Implementation

CC

CAA, NBD

Integration

BC

Verification

EA, EB

NCB

Transition

DB

Validation

EA, EB

NCA

Operation

CF

Maintenance

BA

Disposal

DE

Bibliography

[1] ISO 704, Terminology work — Principles and methods

[2] ISO/IEC/IEEE 15288, Systems and software engineering — System life cycle processes

[3] ISO 22274, Systems to manage terminology, knowledge and content — Concept-related aspects for developing and internationalizing classification systems

[4] IEC 60050‑171:2019, International Electrotechnical Vocabulary — Part 171: Digital technology – Fundamental cental concepts

[5] IEC 60050‑351:2013, International Electrotechnical Vocabulary — Part 351: Control technology

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