The Release Process

From wiki.eclass.eu
Revision as of 10:18, 22 October 2020 by Sanchez (talk | contribs) (→‎Planned Releases)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

The ECLASS maintenance process is based on ISO requirements and similar to the maintenance process of other standards as e.g. the DIN property server. To facilitate the development of the standard for every interested user, the ECLASS ContentDevelopmentPlatform (formerly knows as ServicePortal) was developed as an online platform to give every user the possibility to submit change requests for the standard. The ECLASS association distinguishes three different types of releases that will be described in the following section.

MajorRelease

An ECLASS MajorRelease is a release type that includes all possible modifications of existing structural elements (including structural modifications) and the addition of new structural elements, as well as modifications of the relations between existing structural elements. More information on the MajorRelease can be found here.

MinorRelease

An ECLASS MinorRelease is a release type that includes the modification of certain attributes of existing structural elements (e.g. textual changes) and the addition of new structural elements, as well as new relations between new and/or existing structural elements. More information on the MinorRelease can be found here.

ServicePack

An ECLASS ServicePack is a release type that corrects a previously released language version by exclusively allowing textual changes in a specific language variant of the ECLASS standard. More information on the ServicePack can be found here.

Release Numbers and Versioning

The ECLASS data model defines the format of release numbers, the versioning of changes and additions as well as the consequences for the release number. The release number consists of a "MajorRelease Number" (x.0) and a "MinorRelease Number" (n.x). A ServicePack additionally comprises a "ServicePack Number" (n.n.x). More information on the Release Numbers and Versioning can be found here.

Change Requests (CR)

A change request (CR) is a proposal by an ECLASS user (=requestor) to change a part of the content of the ECLASS classification system. It can be a correction or even a deletion of something that is identified by the requestor as wrong or an enhancement of something that is still missing. Generally, the ECLASS classification system will never be finished as changes will always be necessary as long as markets are evolving. The number of change requests processed within a release varies according to the temporary requirements of the industry. The biggest release in regard to the number of submitted change requests was ECLASS 7.0 where more than 260.000 CR were processed. Different kinds of CR are valid in different kinds of releases, see above or have a look at the list of valid change requests per release.

All ECLASS Change Requests have to concur to the guidelines and rules which are listed here.

ContentDevelopmentPlatform

Any interested person can submit change requests to the ECLASS organization with the help of the online portal ECLASS ContentDevelopmentPlatform (formerly known as ECLASS ServicePortal).

Bulk requests

Major changes of the ECLASS standard done by the ECLASS expert groups can also be submitted as bulk requests with the help of MS EXCEL® import spreadsheets. As a huge amount of changes is usually prepared in a similar form by the expert groups themselves and a lot of experts have a look on it before even submitting the change requests (CR), ECLASS provides a normalized import spreadsheet to make an import of change requests easier for expert groups. The import spreadsheet only replaces the manual change request creation in the ContentDevelopmentPlatform. Any included change will be imported as a CR.

The normalized MS EXCEL® import spreadsheet that is used for the import of bulk requests is available at the ECLASS head office. It is mostly spread for internal use by the ECLASS expert groups and larger projects like e.g. brand new segments.

Release Process

The ECLASS association is organised in various bodies. The most important ones for the maintenance process are described in the following section. The ECLASS maintenance process is described in the following figure, followed by the description of the involved user roles:


Figure 1: The ECLASS maintenance process

Release process old 20110707.jpg


Requestor

Every interested person or organisation can take part in the development of the ECLASS classification system. The proposal of change requests (CR) is open to everybody with the help of the online development and maintenance platform ECLASS ContentDevelopmentPlatform. In the case of a more complex and detailed contribution, a requestor is advised to contribute to the work of an ECLASS expert group. Every requestor has to fulfil the requirements and preconditions to create a change request. Detailed descriptions are to be found in the relevant section of. Otherwise a change request cannot be accepted by the ECLASS association. To be able to propose change requests, a requestor simply has to register in the ECLASS ContentDevelopmentPlatform. The registration is free of charge.


Center for Release Management

The Center for Release Management (CRM) is the organisation unit that coordinates the whole maintenance process. Among its key tasks is the release and change management of the ECLASS classification system and a first formal check of submitted change requests (CR), e.g. if all mandatory information is included. The ECLASS CRM forwards CR to the responsible ECLASS expert groups and the ECLASS Center for Quality Control (CQC). In the ECLASS ContentDevelopmentPlatform, the office is the first of three bodies that have a role to edit the CR submitted by the requestors. It is in their responsibility to arrange related CR in workpackages and assign these to the expert groups and/or the ECLASS Center for Quality Control. After the final decision by the CQC, CRM sets all CR for the upcoming release as released for beta version.


Expert Group

ECLASS distinguishes two types of expert groups (EG):

  • content EG, taking care of the maintenance and further development of the content of the ECLASS standard, i.e. the classification and description of product groups and services
  • cross-section EG, taking care of specific aspects of the maintenance and administration issues of the standard, like e.g. the technical requirements of the data model, data base etc.

The first group are those EG that will verify and edit the submitted CR.

Tasks and responsibilities of content expert groups

1. Each content EG creates CR for their dedicated area of interest (e.g. a segment) in final-decision-maturity.

2. External CR concerning their dedicated area of interest are forwarded by the ECLASS office to the relevant content EG. The EG has to take into account these CR and consolidate them with their own work. The evaluation of external CR has to be documented in order to give feedback to the requestors.

3. CR in final-decision-maturity have to fulfill the following requirements:

         3.1 All mandatory fields are filled in English (if possible, also in German and other languages)

         3.2 They meet all formal requirements (ContentDevelopmentPlatform, Import Template)

         3.3 They meet the guidelines on spelling, syntax, field formats, units, definitions etc.

         3.4 The CR is in conformity to the data model

         3.5 A CR by an ECLASS EG has to be delivered with a decision memorandum by the EG

         3.6 In case a CR was submitted for a MinorRelease its content has to be checked if it contains only compatible changes

4. The following aspects have to be considered when editing CR:

  • The class hierachy must represent the market view (of e.g. a procurement market)
  • The existing structure of the content must be considered and breaks largely be avoided
  • Common norms, standards and guidelines (preferably international) must be considered if existing
  • Each content EG is responsible for the conformity to the guidelines described in this document and for the professional quality of their area of interest in ECLASS.
  • Each content EG can create and submit CR that concern the area of interest of other content EG. These CR are in the responsibility of the responsible EG. The responsible EG has to decide on the changes first, before forwarding the CR for the final decision to the QC.

5. If the areas of interest of two content EG are related, the EG have to consolidate their results with each other and inform the ECLASS office about their results

Tasks and responsibilities of cross-section expert groups

Currently only one cross-section EG exists in the ECLASS association, the Center for Research and Development (CRD). This is the central ECLASS body for the development of the ECLASS data structure and technical requirements to maintain the ECLASS standard, i.e. the data model, data base, rules and regulations etc. The CRD is not responsible for the content of the standard itself, but for the structure of the content (not the class structure, which is better described as the class hierarchy).

The ECLASS association plans to found cross-section EG for the maintenance of cross-segment content like aspects, blocks and properties.

Expert Groups that are currently active:

The particular companies that are members of any of the expert groups listed below, can be found under the category Expert Group Member.

Expert Group Name Expert Group
EG 19 EG Information, communication and media technology
EG 22 EG Construction technology
EG 23 EG Machine element, fixing, mounting
EG 24 EG Office product, facility and technic, papeterie
EG 25 EG General Service
EG 27 EG Electric engineering, automation, process control
EG 29 EG Home economics, Home technology
EG 30 EG Auxiliary supply, additive, cleaning agent
EG 32 EG Laboratory material, Laboratory technology
EG 34 EG Medicine, Medical technology
EG 35 EG Semifinished product, material
EG 40 EG Occupational safety, accident prevention
EG 41 EG Marketing
EG 45 EG Human and veterinary drug, pesticide…
EG 47 EG Body care and personal hygiene
EG 49 EG Public safety and military technology
EG 50 EG Interior furnishing
EG 51 EG Hydraulic
EG 51 EG Pneumatic
EG 27-01 EG Generator
EG 27-02 EG Electrical drive
EG 27-03 EG Transformer, converter, coil
EG 27-04 EG Power supply devices
EG 27-05 EG Accumulator, battery
EG 27-06 EG Cable, wire
EG 27-07 EG Medium voltage switchgear, system
EG 27-08 EG High voltage switchgear, system
EG 27-09 EG Power quality management
EG 27-10 EG Network control technology
EG 27-11 EG Lighting installation, device
EG 27-12 EG Substation automation
EG 27-13 EG Protection installation, device (electric)
EG 27-14 EG Electrical installation, device
EG 27-15 EG Analysis technology, device
EG 27-16 EG Overhead line technology
EG 27-18 EG Electrical cabinet, housing, rack
EG 27-20 EG Measurement technology, process measurement technology
EG 27-21 EG Signal processing
EG 27-22 EG Actuator
EG 27-23 EG Process control system (PCS)
EG 27-24 EG Control
EG 27-26 EG Component (electric)
EG 27-27 EG Binary sensor technology, safety-related sensor technology
EG 27-28 EG Identification
EG 27-31 EG Image analysis
EG 27-32 EG Industrial weighting technology
EG 27-33 EG Display and control component
EG 27-37 EG Low-voltage switch techbology
EG 27-38 EG Robotics, assembly
EG 27-39 EG Property, access monitor
EG 27-40 EG Electrical insulation and connecting material
EG 27-42 EG Electronic coil and filter
EG 27-43 EG Cable, pipe, hose lying (electric installation)
EG 27-44 EG Connector system
CEG CAx CEG Computer-Added-x
CEG DEG CEG Digital Expert Group
CEG BIM CEG Building Information Modelling
CEG AML CEG AutomationML
CEG CSE CEG Cross-Segment Structure Elements

Center for Quality Control (CQC)

The Center for Quality Control (CQC) manages and realizes all necessary operational content work including quality control measures on the existing ECLASS classification system. Among its tasks are:

  • the aquisiton and (re)activation of expert group members
  • the coordination of the ECLASS expert groups' work
  • the coordination of external experts
  • 1st level support for new or advanced users of the ContentDevelopmentPlatform
  • support of the on time-publication of new ECLASS releases
  • survey and control of the progress of CR (approval/rework/rejection of CR) within the given deadlines


All CR for updating parts of the ECLASS classification system are presented to the CQC in a content-checked draft version with final-decision-maturity for quality control, verification and final decision.

The CQC verifies the CR regarding the following aspects:

1. Is final-decision-maturity given, i.e. is a final decision possible?

2. Does the CR influence other areas besides the changed area?

3. Do conflicts exist concerning the responsibility of other EG?

4. Is the CR conform to the guidelines? In case of changes of the hierarchical class structure: does the new hierarchy represent the current market situation?

5. Does the change result in a balanced and logically completed system?

6. Is it a simple correction that can be decided by CQC or a complex tasks for expert groups?

7. Is the right expert working on the CR? Are all relevant EG informed about the CR?

8. Which priority does the CR have?


The CQC decides on the presented CR. It can take the following decisions:

1. The proposal is accepted and will be integrated in a certain future release.

2. The proposal is sent back to the requestor with a distinct reason. The requestor has to rework his CR.

3. The proposal is rejected with a distinct reason.

Release Roadmap

ECLASS has defined a transparent release roadmap. MajorReleases shall be valid for a longer time period than MinorReleases as the included structural changes result in a higher upgrade effort for users. The possibility to publish all required additions, the removal of all erroneous keywords and values and the correction of clerical errors will be possible each year. Starting with ECLASS 6.0 a ServicePack exclusively comprises textual changes, i.e. clerical errors and translations, it is therefore language-specific. As it is not integrated into the release roadmap any more, it can be published on demand if needed for a specific language version.


Published Releases

Release Number Release Type Release date Language version No. of contained classes No. of contained properties No. of contained values
3.0 Major 2000-04-30 not available any more 4.785 2.427 1.986
4.0 Major 2001-03-27 Information available in the ECLASS DownloadPortal 12.915 2.303 1.982
4.1 Minor 2002-02-28 Information available in the ECLASS DownloadPortal 15.315 5.504 3.143
5.0 Major 2003-09-02 Information available in the ECLASS DownloadPortal 24.870 3.667 1.287
5.0.1 ServicePack 2004 Information available in the ECLASS DownloadPortal 24.919 3.699 1.576
5.1 Minor 2004-09-27 Information available in the ECLASS DownloadPortal 25.658 5.525 4.544
5.1.1 ServicePack 2005-09-07 Information available in the ECLASS DownloadPortal 27.216 6.941 4.546
5.1.2 ServicePack 2006-07-12 Information available in the ECLASS DownloadPortal 27.442 6.964 4.712
5.1.3 ServicePack 2006-10-26 Information available in the ECLASS DownloadPortal 30.280 6.967 4.712
5.1.4 ServicePack 2007-07-01 Information available in the ECLASS DownloadPortal 30.329 7.136 4.720
6.0 (replaced by 6.0.1) Major 2008-04-30 Information available in the ECLASS DownloadPortal 32.592 8.653 6.811
6.1 Minor 2009-08-21 Information available in the ECLASS DownloadPortal 32.795 9.910 7.531
6.2 Minor 2009-12-01 Information available in the ECLASS DownloadPortal 32.832 9.919 7.533
7.0 Major 2011-02-15 Information available in the ECLASS DownloadPortal 37.868 15.397 19.123
7.1 Minor 2011-11-30 Information available in the ECLASS DownloadPortal 39.068 15.953 19.874
8.0 Major 2012-12-02 Information available in the ECLASS DownloadPortal 39.041 16.137 13.609
8.1 Minor 2013-12-02 Information available in the ECLASS DownloadPortal 39.085 16.203 13.819
9.0 Major 2014-12-08 Information available in the ECLASS DownloadPortal 40.870 16.845 14.365
9.1 Minor 2015-11-30 Information available in the ECLASS DownloadPortal 41.027 16.973 14.456
10.0 (replaced by 10.0.1) Major 2017-02-03 Information available in the ECLASS DownloadPortal 41.647 17.342 15.708
10.1 Minor 2018-03-29 Information available in the ECLASS DownloadPortal 42.220 18.867 17.022
11.0 Major 2019-07-29 Information available in the ECLASS DownloadPortal 45.293 19.139 24.979
11.1 Minor 2020-08-10 Information available in the ECLASS DownloadPortal 46.135 19.329 25.779

NOTE 1: Starting with release 7.0 all releases are available in a BASIC and an ADVANCED version. The numbers of contained structural elements refer only to the BASIC version.

NOTE 2: The number of keywords is language-specific and not mentioned here. ECLASS 3.0 started with around 8.000 German keywords. ECLASS 8.0 contains more than 50.000 keywords in both German and English. More information is available in the relevant language version descriptions in the ECLASS DownloadPortal.

NOTE 3: Starting with release 6.0.1 a ServicePack' definition differs from before 6.0.1, please see: ServicePack.

Planned Releases

ECLASS will publish

  • one release per year
  • Every first year a MinorRelease will be published, every second year the decision on demand will be taken whether the MinorRelease will be replaced by a MajorRelease depending on the number and type of submitted change requests (the more structural changes are submitted, the higher the demand for a MajorRelease)


Table 1: Example: The general ECLASS roadmap


Figure 2: The current short-term roadmap

ECLASS Release Roadmap 2020.JPG


Figure 3: The short-term release milestones

ECLASS Release Milestones 2020.JPG

Known Bugs

ECLASS is starting to document all known bugs in any available release. This way, users can have an up-to-date overview on technical errors, as well as mistakes in the content of the ECLASS classification system.

Please have a look at the known bugs page.

Related information

References