EESTI STANDARD EVS-EN ISO 19650-4:2022

HOONETE JA TSIVIILEHITUSTÖÖDEGA SEOTUD

INFORMATSIOONI ORGANISEERIMINE JA
DIGITALISEERIMINE, SEALHULGAS
EHITUSINFORMATSIOONI MODELLEERIMINE (BIM).
INFOHALDUS EHITUSINFORMATSIOONI
MODELLEERIMIST KASUTADES. OSA 4: INFOVAHETUS

Organization and digitization of information about

buildings and civil engineering works, including
building information modelling (BIM) - Information
management using building information modelling -
Part 4: Information exchange (ISO 19650-4:2022)
EVS-EN ISO 19650-4:2022

EESTI STANDARDI EESSÕNA NATIONAL FOREWORD

See Eesti standard EVS-EN ISO 19650-4:2022 This Estonian standard EVS-EN ISO 19650-4:2022
sisaldab Euroopa standardi EN ISO 19650-4:2022 consists of the English text of the European
ingliskeelset teksti. standard EN ISO 19650-4:2022.

Standard on jõustunud sellekohase

teate This standard has been endorsed with a
avaldamisega EVS Teatajas. notification published in the official bulletin of the
Estonian Centre for Standardisation and
Accreditation.
Euroopa standardimisorganisatsioonid on teinud
Euroopa standardi rahvuslikele liikmetele Date of Availability of the European standard is
kättesaadavaks 14.09.2022. 14.09.2022.

Standard on kättesaadav Eesti Standardimis-ja The standard is available from the Estonian Centre
Akrediteerimiskeskusest. for Standardisation and Accreditation.

Tagasisidet standardi sisu kohta on võimalik edastada, kasutades EVS-i veebilehel asuvat tagasiside vormi
või saates e-kirja meiliaadressile [email protected].

ICS 35.240.67, 91.010.01, 93.010

Standardite reprodutseerimise ja levitamise õigus kuulub Eesti Standardimis- ja Akrediteerimiskeskusele

Andmete paljundamine, taastekitamine, kopeerimine, salvestamine elektroonsesse süsteemi või edastamine ükskõik millises
vormis või millisel teel ilma Eesti Standardimis-ja Akrediteerimiskeskuse kirjaliku loata on keelatud.
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Koduleht www.evs.ee; telefon 605 5050; e-post [email protected]
The right to reproduce and distribute standards belongs to the Estonian Centre for Standardisation and Accreditation
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If you have any questions about copyright, please contact Estonian Centre for Standardisation and Accreditation:
Homepage www.evs.ee; phone +372 605 5050; e-mail [email protected]
EUROPEAN STANDARD EN ISO 19650-4
NORME EUROPÉENNE
EUROPÄISCHE NORM September 2022

ICS 91.010.01; 93.010; 35.240.67

English Version

Organization and digitization of information about

buildings and civil engineering works, including building
information modelling (BIM) - Information management
using building information modelling - Part 4: Information
exchange (ISO 19650-4:2022)
Organisation et numérisation des informations Organisation und Digitalisierung von Informationen zu
relatives aux bâtiments et ouvrages de génie civil, y Bauwerken und Ingenieurleistungen, einschließlich
compris modélisation des informations de la Bauwerksinformationsmodellierung (BIM) -
construction (BIM) - Gestion de l'information par la Informationsmanagement mit BIM - Teil 4:
modélisation des informations de la construction - Informationsaustausch (ISO 19650-4:2022)
Partie 4: Échange d'informations (ISO 19650-4:2022)

This European Standard was approved by CEN on 1 August 2022.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and
United Kingdom.

EUROPEAN COMMITTEE FOR STANDARDIZATION

COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2022 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 19650-4:2022 E
worldwide for CEN national Members.
 EN ISO 19650-4:2022
EVS-EN (E)
ISO 19650-4:2022

European foreword

This document (EN ISO 19650-4:2022) has been prepared by Technical Committee ISO/TC 59
"Buildings and civil engineering works" in collaboration with Technical Committee CEN/TC 442
“Building Information Modelling (BIM)” the secretariat of which is held by SN.

This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by March 2023, and conflicting national standards shall
be withdrawn at the latest by March 2023.

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

Any feedback and questions on this document should be directed to the users’ national standards
body/national committee. A complete listing of these bodies can be found on the CEN website.

According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and the
United Kingdom.

Endorsement notice

The text of ISO 19650-4:2022 has been approved by CEN as EN ISO 19650-4:2022 without any
modification.

3
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Contents Page

Foreword......................................................................................................................................................................................................................................... iv
Introduction..................................................................................................................................................................................................................................v
1 Scope.................................................................................................................................................................................................................................. 1
2 Normative references...................................................................................................................................................................................... 1
3 Terms and definitions..................................................................................................................................................................................... 2
3.1 Terms relating to phases................................................................................................................................................................ 2
3.2 Terms relating to activities.......................................................................................................................................................... 2
4 Process overview.................................................................................................................................................................................................. 3
5 Process steps............................................................................................................................................................................................................. 3
5.1 Mobilization and information production...................................................................................................................... 3
5.1.1 General......................................................................................................................................................................................... 3
5.1.2 Mobilization and testing prior to information exchange................................................................ 3
5.1.3 Implementation.................................................................................................................................................................... 4
5.2 Shared state............................................................................................................................................................................................... 4
5.3 Published state........................................................................................................................................................................................ 5
5.4 Change actions......................................................................................................................................................................................... 5
5.4.1 General......................................................................................................................................................................................... 5
5.4.2 Identify issues and risks............................................................................................................................................... 5
5.4.3 Allocate issues and risks.............................................................................................................................................. 5
5.4.4 Implement changes........................................................................................................................................................... 5
6 Decisions on change of state.................................................................................................................................................................... 6
6.1 Decision A: approve for sharing............................................................................................................................................... 6
6.2 Decision B: authorize and accept for publication..................................................................................................... 6
6.3 Decision criteria..................................................................................................................................................................................... 6
6.4 Exceptions................................................................................................................................................................................................... 7
7 Criteria for reviewing an information exchange................................................................................................................ 8
7.1 Common data environment (CDE)......................................................................................................................................... 8
7.2 Conformance............................................................................................................................................................................................. 8
7.3 Continuity.................................................................................................................................................................................................... 8
7.4 Communication....................................................................................................................................................................................... 9
7.5 Consistency................................................................................................................................................................................................. 9
7.6 Completeness......................................................................................................................................................................................... 10
7.7 Other criteria (informative)..................................................................................................................................................... 10
Annex A (informative) Open schema and data format standards...................................................................................... 11
Bibliography..............................................................................................................................................................................................................................12

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Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www.iso.org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to
the World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see
www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 59, Buildings and civil engineering works,
Subcommittee SC 13, Organization and digitization of information about buildings and civil engineering
works, including building information modelling (BIM), in collaboration with the European Committee
for Standardization (CEN) Technical Committee CEN/TC 442, Building Information Modelling (BIM), in
accordance with the Agreement on technical cooperation between ISO and CEN (Vienna Agreement).
A list of all parts in the ISO 19650 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.

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Introduction
ISO 19650-1 to ISO 19650-3 require the sharing of project and asset information as part of collaborative
and convergent processes. These provide the governance and strategy around the execution of
information management during both the delivery phase and operational phase of the whole life
cycle. ISO 19650-4 supplements ISO 19650-1 to ISO 19650-3 and ISO 19650-5 by providing the explicit
process and criteria for each individual information exchange. The intention is to secure the benefits
arising from collaborative and interoperable building information modelling (BIM) by choosing ‘open’
schemas, data formats and conventions whilst specifying when alternatives may be appropriate.
Information exchange occurs within the information production and consumption process at every level
between project teams and asset/facility management and operation teams (see ISO 19650-2:2018,
Figure 2 and ISO 19650-3:2020, Figure 3). It is critical that appropriate criteria are applied to ensure
the reliability of the information and the repeatability of the processes. The requirements around
information exchange (identified in this document) are distinct from any specific “exchange information
requirements (EIR)” as used in ISO 19650-1, ISO 19650-2 and ISO 19650-3.
The information exchange process is based on the choice of how information containers (see
ISO 19650-1:2018, 3.3.12) are specified to ensure that information can be managed.
In this context, an information container:
— is given a persistent identifier and other metadata;
— can be retrieved, using a common data environment (CDE) and appropriate status metadata;
— is made persistent, using revisioning and systematic archiving.
The use of appropriate quality assurance and quality control measures supports the fulfilment
of a specific exchange information requirement related to an individual information exchange by
enumerating criteria relating to completeness, compliance to formal exchange schemas, the continuity
of concepts between exchanges and the elimination of spatial and specification conflicts.
It promotes a proportional and sustainable approach to information exchange where the immediate
delivery of information does not limit its future use.
The concepts and principles relating to the application of the requirements within this document are
provided in ISO 19650-1, and in the information exchanges specified in ISO 19650-2 and ISO 19650-3.
EN 17412-1[1] describes a methodology for qualifying an exchange with criteria relating to relating to
level of information need.
NOTE Asset delivery and operation have a role in achieving the UN Sustainable Development Goals[2].

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Organization and digitization of information about

buildings and civil engineering works, including building
information modelling (BIM) — Information management
using building information modelling —
Part 4:
Information exchange

1 Scope
This document specifies the detailed process and criteria for decision makings when executing
an information exchange as specified by the ISO 19650 series to ensure the quality of the resulting
project information model or asset information model. It details the implementation of the concepts
in ISO 19650-1 and is applicable to any information exchange within the delivery stages covered by
ISO 19650-2 and operational trigger events covered by ISO 19650-3.
This document is applicable to assets of all sizes and all levels of complexity. This includes portfolios
of buildings, campuses, infrastructure networks, individual buildings and pieces of infrastructure.
The requirements in this document should be applied in a way that is appropriate to the scale and
complexity of the asset. This document makes use of the phrase “shall consider”. This phrase is used to
introduce a list of items that the person in question is required to think about carefully in connection
with the primary requirement described in the subclause. The amount of thought involved, the time
taken to complete it, and the need for supporting evidence depend on the complexity of the asset,
the experience of the person(s) involved, and the requirements of any national policy on introducing
building information modelling. On a relatively small or straightforward asset, it can be possible to
complete, or dismiss as not relevant, some of these “shall consider” items very quickly. One way to help
identify which of the “shall consider” statements are relevant can be to review each statement and
create templates for assets of different sizes and complexity.

2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements 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.
ISO 6707-1, Buildings and civil engineering works — Vocabulary — Part 1: General terms
ISO 6707-2, Buildings and civil engineering works — Vocabulary — Part 2: Contract terms
ISO 19650-1:2018, Organization and digitization of information about buildings and civil engineering
works, including building information modelling (BIM) — Information management using building
information modelling — Part 1: Concepts and principles
ISO 19650-2:2018, Organization and digitization of information about buildings and civil engineering
works, including building information modelling (BIM) — Information management using building
information modelling — Part 2: Delivery phase of the assets
ISO 19650-3:2020, Organization and digitization of information about buildings and civil engineering
works, including building information modelling (BIM) — Information management using building
information modelling — Part 3: Operational phase of the assets

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ISO 19650-5, Organization and digitization of information about buildings and civil engineering works,
including building information modelling (BIM) — Information management using building information
modelling — Part 5: Security-minded approach to information management

3 Terms and definitions

For the purposes of this document, the terms and definitions given in ISO 6707-1, ISO 6707-2, ISO 19650-1
and the following apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https://​w ww​.iso​.org/​obp
— IEC Electropedia: available at https://​w ww​.electropedia​.org/​

3.1 Terms relating to phases

3.1.1
stage
distinct period in a project used as a management tool
Note 1 to entry: A stage generally terminates at a key decision point (ISO 19650-1:2018, 3.2.14).

Note 2 to entry: Handover can be viewed as a delivery stage and as an operational trigger event.

Note 3 to entry: Trigger event is defined in ISO 19650-1:2018, 3.2.13.

[SOURCE: ISO 6707-2:2017, 3.3.4, modified — The original note 1 to entry has been removed; new
notes 1 to 3 to entry have been added; the preferred term "phase" has been removed.]

3.2 Terms relating to activities

3.2.1
information provider
actor who provides information in an information container
EXAMPLE 1 A structural engineer acts as an information provider in preparing a detailed proposal during a
detailed design stage (3.1.1).

EXAMPLE 2 A maintenance team acts as an information provider in preparing an inspection report on an

asset during an operational trigger event.

Note 1 to entry: Information providers include both the authors of requirements and the providers delivering
information according to the requirements.

3.2.2
information receiver
actor who receives information in an information container
Note 1 to entry: An information receiver can be the appointing party or a lead appointed party with responsibility
for the authorization and acceptance of information into the published state. See ISO 19650-1:2018, Figure 6.

Note 2 to entry: For appointing party, lead appointed party and appointed party see ISO 19650-1:2018, 3.2.3 and
3.2.4.

3.2.3
information reviewer
actor who reviews information and its information container
EXAMPLE An information provider (3.2.1) such as a structural engineer or maintenance team, acts as a
reviewer before approval from the work in progress (WIP) state.

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Note 1 to entry: The task team leader acts as reviewer before approval out of work in progress (WIP) state.

Note 2 to entry: The delivery or operational team including the lead appointed party, act as reviewers before the
authorization into the published state and its possible acceptance by the appointing party.

Note 3 to entry: An information reviewer can be an artificial intelligence agent or an automated rules-based
process.

4 Process overview
Each information exchange, whether executed during or at the end of a stage or trigger event, shall
be executed as specified in ISO 19650-2:2018, 5.6 and 5.7 or ISO 19650-3:2020, 5.6 and the associated
governance arrangements, as summarized in Figure 1. Each process is detailed in Clause 5, each
decision in Clause 6 and the criteria in Clause 7.

Key
1 generate work in progress (see 5.1)
2 use shared state (see 5.2)
3 use published state (see 5.3)
4 develop change actions (see 5.4)
A decision A: approve for sharing (a1, see 6.1) or change action (a0, see 5.4) or omission from the shared state
(a2, see 6.4)
B decision B: authorize and accept for publication (b1, see 6.2) or change action (b0, see 5.4)

Figure 1 — Information exchange process

NOTE 6.4 provides the criteria and examples of information exchanges that can omit the shared state given
other controls, shown dotted.

5 Process steps

5.1 Mobilization and information production

5.1.1 General

During delivery stages and operational trigger events information providers shall produce information
and develop information containers using other shared and/or published resources and reference
information as background information, and as work in progress (see Figure 1, key 1).
NOTE Implementation (5.1.3) can be dependent on steps taken during mobilization (5.1.2).

5.1.2 Mobilization and testing prior to information exchange

The methods and procedures of undertaking an information exchange shall be tested to ensure flow of
information, prior to finalizing requirements and exchanging deliverables.

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The information provider shall review and confirm the selected authoring software to use during
mobilization (ISO 19650-2:2018, 5.4 and ISO 19650-3:2020, 5.4).
To facilitate the information development process, the information provider shall select authoring
software that supports:
— import of the schemas and data formats of relevant reference information;
— export of the requested schemas and data formats; and
— interaction with any agreed issue and risk registering and agreed management tools.
The information receivers and information reviewers shall review and confirm the versions of open
data formats and proprietary data formats to be used.
The information receivers shall consider the need and benefits for information exchange using:
— open schema and data format standards that allow cross-party collaboration and
— proprietary or native data formats where this does not disadvantage any information receivers'
immediate or future needs.
NOTE Open schemas and data formats are summarized in Annex A.

The information receivers shall check and confirm the selected review and integration software
(ISO 19650-2:2018, 5.4 and ISO 19650-3:2020, 5.4) capable of the appropriate handling of information
exchanges including:
— importing into a persistent information container;
— federating using applications to create a temporary information resource and
— linking as information references or semantic web linking.

5.1.3 Implementation

All information development and information exchanges shall be executed under the appropriate
security arrangements or security management plan (ISO 19650-5).
The information provider shall plan the exchange of information, to support collaborative working and
the CDE process as described in ISO 19650-1:2018, Clause 12, and exchange it conforming to the agreed
governance (ISO 19650-2:2018, 5.5 or ISO 19650-3:2020, 5.5) with appropriate status:
— when the information is in a coherent state (ISO 19650-2:2018, 5.7);
— early in a delivery stage or operational trigger event and
— often, when changes have been made.
NOTE See 6.1 for the subsequent decision A for approval into the shared state.

5.2 Shared state

Information reviewers shall review the information container, against the criteria for reviewing an
information exchange (see Clause 7), using the shared information as reference material and context
where necessary. (ISO 19650-1:2018, Clause 12). See Figure 1, key 2.
NOTE 1 See 6.1 for the preceding decision A for approval into the shared state.

NOTE 2 Reference information can be provided by the appointing party or other teams.

NOTE 3 See 6.2 for the subsequent decision B for authorization and acceptance into the published state.

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5.3 Published state

The information receiver shall use the information exchanged in the published state for the key
decisions, completion of a delivery stage or operational trigger event and subsequent, stages and trigger
events (ISO 19650-1:2018, Clause 12). See Figure 1, key 3.
NOTE See 6.2 for the preceding decision B for authorization and acceptance into the published state.

5.4 Change actions

5.4.1 General

Change action can be required from issues and risks detected at decision A and at decision B (see
Figure 1, key 4), as illustrated in Figure 2.

Key
1 identify issues and risks (see 5.4.2)
2 allocate issues and risks (see 5.4.3)
3 implement changes (see 5.4.4)

Figure 2 — Change action process

5.4.2 Identify issues and risks

An information reviewer shall review the information to identify any issues and risks relevant to the
purpose for the information exchange (see Figure 2).
EXAMPLE 1 The structural engineer can review their coordination models against any shared coordination
models.

EXAMPLE 2 In response to the outcome of a thermal analysis, the mechanical engineer resizes the air handling
unit, and updates the mechanical coordination model. The electrical engineer reviews the coordination model
and respond to new electrical supply demands of the mechanical systems.

EXAMPLE 3 The maintenance team can review that the received report uses agreed equipment identifiers.

NOTE A collaborative issue register can hold the information delivery risks (see ISO 19650-2:2018, 5.3.6 and
ISO 19650-3:2020, 5.3.6). Commercial, operational and health-and-safety risks can be handled separately.

5.4.3 Allocate issues and risks

An information reviewer shall document all identified issues and risks for revision and corrective
actions to the lead appointed party or as set out in the appointment. A determination can then be made
as to whether the issue or risk can be allocated directly or requires a collaborative review (see Figure 2).
NOTE Documentation can be through BCF[3] , through other messages or by direct entry into a register.

5.4.4 Implement changes

The information provider shall implement any necessary revisions and change actions in their work in
progress state, (see Figure 2), by returning to 5.1.3 (Figure 1, key 1).
NOTE Only the information provider can modify and revise an information container in their WIP.

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6 Decisions on change of state

6.1 Decision A: approve for sharing

An information provider shall review their information using the criteria in Clause 7 prior to either
withholding or granting approval for the information to transition to the shared state (ISO 19650-1:2018,
12.3, ISO 19650-2:2018, 5.6.3 and ISO 19650-3:2020, 5.6.3). See Figure 1 and 5.4 for corrective actions.
An information provider shall consider the effectiveness of the processes in effect:
— quality assurance processes by the information provider to ensure compliance;
— quality control processes by the information provider and receivers to check for compliance.

6.2 Decision B: authorize and accept for publication

The information receiver shall review an information container using the criteria in Clause 7. The
information receiver shall either reject or authorize and accept for the published state (ISO 19650-1:2018,
12.5, ISO 19650-2:2018, 5.7.2 and ISO 19650-3:2020, 5.6.6). See Figure 1.
NOTE This decision process can be carried out in two steps, the first requiring authorization by the lead
appointed party and the second requiring acceptance by the appointing party, as described in ISO 19650-2:2018,
5.7.4 and ISO 19650-3:2020, 5.7.2.

The information reviewers shall consider the effectiveness in ensuring compliance of the quality
management processes including:
— quality control and assurance processes applied by the information provider before sharing;
— quality control processes applied by information reviewers after sharing.

6.3 Decision criteria

An information reviewer shall support or endorse the information exchange prior to decision A on
sharing or prior to decision B on publication if the acceptance criteria in Clause 7 are met, or otherwise
raise the pertinent issues for resolution. Figure 3 illustrates sources for criteria.
All the criteria shall be applied to each information container, except as allowed in 6.4.
NOTE 1 Criteria can be derived from ISO/TS 12911[4], ISO 29481-1[5] and EN 17412-1[1], and from the
information standard, shared resources, information production methods and procedures and any EIR as defined
in ISO 19650-2 and ISO 19650-3.

NOTE 2 These criteria can be in the information standard, information production methods and procedures
and the applicable EIR and are outlined in ISO 19650-1:2018, 11.3. See also ISO 19650-2:2018, 5.2.1 and
ISO 19650-3:2020, 5.2.2.d and 5.4.3. Partial acceptance is discussed in ISO 19650-2:2018 5.7.2 and 5.7.4 and
ISO 19650-3:2020 5.6.6 and 5.7.2 .

NOTE 3 Structured information and consistent processes can support systematic and automated compliance
checking.

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Key
a project/asset information standard
b project/asset shared resources
c project/asset information production methods and procedures
d EIR
7.1 - 7.7 information criteria defined in clause 7.

Figure 3 — Illustration of the sources of criteria

6.4 Exceptions
The review process may exclude information containers that are not subject to revision or change as
long as the quality, naming and associated metadata are checked by the information receivers.
The information reviewers shall consider exempting the following cases:
— electronic representations of physical evidence related to administration, certificates and
acceptance documents;
— direct process monitoring signals once appropriate automatic filters and triggers have been
established following their initial activation including testing;
— photographs, scans and video material.

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7 Criteria for reviewing an information exchange

7.1 Common data environment (CDE)

The information reviewer shall check that the naming and metadata requirements of the CDE are
correctly applied to the information container.
The information reviewer shall check the metadata describing:
— the information necessary to support the required workflow;
— the information within the container.
The information reviewer shall check that security and handling requirements have not been breached,
especially relating to the visibility of the information container to others.
NOTE 1 Refer to ISO 19650-1:2018, Clause 12, ISO 19650-2:2018, 5.1.7 or ISO 19650-3:2020, 5.1.9 and
ISO 19650-5.

NOTE 2 If the CDE is composed of multiple CDE solutions, then it can also be necessary to check that the
naming and metadata is retained and that the legally significant archive is maintained.

7.2 Conformance
The information reviewer shall check the information container against the chosen exchange schema
and data format.
NOTE 1 These checks are part of the checks against the project information standard in ISO 19650-2:2018,
5.6.3, against the asset information standard in ISO 19650-3:2020, 5.6.3 and 5.6.6, and against the acceptance
criteria mentioned in ISO 19650-2:2018, 5.7.2 and 5.7.4 and ISO 19650-3:2020, 5.7.2.

EXAMPLE Checking that the schema adheres to ISO 16739-1[6] and the data format adheres to ISO 10303-21[7]
as agreed in the project/asset information standard.

7.3 Continuity
The information reviewer shall check for the continuity of the content compared with:
— other information containers;
— previous versions of the current information container;
— previous status changes;
— previous delivery stages and operational trigger events;
— previous delivery or operational phases;
with respect to:
— geospatial co-location, including geo-location, site location and asset location;
— calendar coordination;
— spatial, physical, and process entity naming including
process, site, facility, storey/region, types and
systems and zones, packages and method statements;
— space/location, component and task entity naming;
— attribute, property, material and shape/profile naming.

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NOTE 1 This is necessary to support comparisons and progress tracking, ensuring that only actual changes
are detected.

NOTE 2 These checks explain in more detail the information container and information model reviews
mentioned in ISO 19650-2:2018, 5.6.4, 5.6.5 and 5.7.2, and in ISO 19650-3:2020, 5.6.4, 5.6.5 and 5.6.6.

7.4 Communication
The information reviewer shall check that the exchanged information can be or has been stored without
degradation or loss due to translation or conversion.
NOTE 1 Degradation can only be detected after the information container has been exchanged, so tests can
also be conducted during mobilization in collaboration with the information provider, and any lessons learned
applied.

The information reviewer shall consider effects of information degradation due to changes of:
— date format or calendar assumptions;
— units of measure;
— character sets or encoding.
The information reviewer shall consider effecting comparison using:
— visual inspection;
— reports; and/or
— file size and checksums.
NOTE 2 These checks explain in more detail the information model reviews mentioned in ISO 19650-2:2018,
5.7.4 and ISO 19650-3:2020, 5.7.2.

7.5 Consistency
The information reviewer shall check for the internal consistency with any referenced information
containers in terms of:
— spatial, physical and process consistency including the absence of duplication and conflicts such as
overlaps or gaps;
— attribute and property consistency such as contradictions;
— gaps or overlaps with adjacent information containers within the federation strategy;
— incorrect allocation with other information containers within the federation strategy;
— appropriate accuracy including quantitative accuracy of locational and property values and thematic
accuracy of classification and text properties.
An information reviewer shall consider the intended status code prior to the shared state or the
assigned status code prior to the published state as specified in ISO 19650-1:2018, 3.3.12 and 12.1.
NOTE These checks explain in more detail the information container and information model reviews
mentioned in ISO 19650-2:2018, 5.6.4, 5.6.5 and 5.7.2, and in ISO 19650-3:2020, 5.6.4, 5.6.5 and 5.6.6.

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7.6 Completeness
An information reviewer shall check for the presence and adequacy of the information against the level
of information need specified by the EIR and any additional expectations.
NOTE 1 This can include entities, relationships, properties and shape, and their representations and
descriptions (see ISO/TS 12911[4] and EN 17412-1 [1]).

An information reviewer shall consider the following three requirements:

— to satisfy the purposes associated to the immediate delivery stage or operational trigger event;
— to support oversight and coordination of the delivery or operational phase, including support for
coordination of spatial, physical and process aspects;
— to enable long-term management and societal requirements, using standard naming and
classification and open standards.
An information reviewer shall consider:
— the intended status code prior to the shared state or the assigned status code prior to the published
state as specified in ISO 19650-1:2018, 3.3.12 and 12.1;
— using a formalized procedure when checking against the information requirements or checklists
derived from them, possibly including structured rules using repeatable automated processes;
— means of sharing checking procedures with information providers through the information
production methods and procedures.
NOTE 2 Information Delivery Manuals (IDM), Model View Definitions (MVD) and Information Delivery
Specifications (IDS) definitions can have a role in checking for the completeness in terms of entities, relationships,
properties and geometry (see ISO 29481-1 and ISO 29481-3[5]).

NOTE 3 These checks explain in more detail the checks against level of information need mentioned in
ISO 19650-2:2018, 5.6.4 and 5.7.2, and in ISO 19650-3:2020, 5.6.4, 5.6.6 and 5.7.2.

7.7 Other criteria (informative)

The information reviewer can also check for satisfaction of the asset delivery and/or operational
requirements using judgement and analysis tools as appropriate. Delivery and operational phase
requirements can be articulated within the appointment documentation.
The reviewer can consider:
— functional criteria;
— capacity and performance criteria;
— technical standards;
— commercial and legal requirements;
— health and safety considerations.
NOTE This review can be particularly significant at the end of each delivery stage or operational trigger
event. See CEN/TR 17439-1 ,6.4[8].

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Annex A
(informative)

Open schema and data format standards

A.1 Open schema

Table A.1 provides examples of open schemas enabling interoperability.

Table A.1 — Open schema

Name ISO standard Data format File suffixes
IFC ISO 16739-1[6] spf xml rdf/owl .ifc .ifcxml
GML ISO 19136 (all parts) [9] xml .gml
Posc/Cesar ISO 15926 (all parts) [10] .spf

Other regionally or sector specified open schemas and data formats are in use such as:
a) CAFMconnect[11] for built asset orientated handover;
b) COBie[12] for built asset orientated equipment and impact handover;
c) CFIHOS[13] for plant-orientated handover;
d) Oscre[14] for various property related transactions.
Open schema and data formats can be checkable using formal requirements definitions such as
ISO 29481-3[5] mvdXML/IDS (forthcoming)

A.2 Open data formats

Table A.2 provides examples of open data formats enabling interoperability.

Table A.2 — Open data formats

Use ISO standard Data format File suffixes
Spreadsheet document ISO 29500 (all parts)[15] xml, text .docx .xlsx .csv
Portable document ISO 19005[16] .pdf
Office document ISO/IEC 26300 (all parts)[17] xml .odt .ods .odp
RDBMS ISO 9075-1[18] text .sql .gql
Image ISO/IEC 10918[19] (all parts) .jpg
Image ISO/IEC 15948[20] .png
Multi container ISO 21597[21] (all parts) zip, rdf-xml .icdd
package

Building Collaboration Format[3] (BCF) is an international industry consensus specified open schema
and data format for the identification, communication and exchange of issues.
ISO/TR 22299[22] covers the significance of information container standards in more detail.

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Bibliography

[1] EN 17412-1, Building Information Modelling -Level of Information Need - Part 1: Concepts and
principles
[2] ISO, TC251 Asset management - Achieving the UN Sustainable Development Goals https://​
committee​.iso​.org/​f iles/​live/​sites/​tc251/​f iles/​g uidance/​ISO TC251 SDG March 2018.pdf
[3] BCF https://​technical​.buildingsmart​.org/​standards/​bcf/​
[4] ISO/TS 12911, Framework for building information modelling (BIM) guidance
[5] ISO 29481, Building information models — Information delivery manual
[6] ISO 16739-1, Industry Foundation Classes (IFC) for data sharing in the construction and facility
management industries — Part 1: Data schema
[7] ISO 10303-21, Industrial automation systems and integration — Product data representation and
exchange — Part 21: Implementation methods: Clear text encoding of the exchange structure
[8] CEN/TR 17439-1, Guidance on how to implement EN ISO 19650-1 and -2 in Europe
[9] ISO 19136 (all parts), Geographic information — Geography Markup Language (GML)
[10] ISO 15926 (all parts), Industrial automation systems and integration — Integration of life cycle
data for process plants including oil and gas production facilities
[11] CAFMconnect https://​w ww​.cafm​-connect​.org/​
[12] COBie https://​w ww​.nationalbimstandard​.org/​f iles/​NBIMS​-US​_V3​_4​.2​_COBie​.pdf
[13] CFIHOS https://​w ww​.jip36​-cfihos​.org/​
[14] Oscre: https://​w ww​.oscre​.org/​
[15] ISO/IEC 29500 (all parts), Document description and processing languages — Office Open XML file
formats
[16] ISO 19005 (all parts), Document management — Electronic document file format for long-term
preservation
[17] ISO/IEC 26300 (all parts), Information technology — Open Document Format for Office Applications
(OpenDocument) v1.0
[18] ISO 9075-1, Information technology — Database languages — SQL
[19] ISO/IEC 10918 (all parts), Information technology — Digital compression and coding of continuous-
tone still images
[20] ISO/IEC 15948, Information technology — Computer graphics and image processing — Portable
Network Graphics (PNG): Functional specification
[21] ISO 21597 (all parts), Information container for linked document delivery — Exchange specification
[22] ISO/TR 22299, Document management — Digital file format recommendations for long-term
storage

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