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IDEF1 Information Modeling

A Reconstruction of the Original Air Force

Wright Aeronautical Laboratory

Technical Report AFWAL-TR-81-4023

Dr. Richard J. Mayer, Editor

Knowledge Based Systems, Inc.

IDEF1 Information Modeling

A Reconstruction of the Original Air Force

Wright Aeronautical Laboratory

Technical Report AFWAL-TR-81-4023

Dr. Richard J. Mayer, Editor

Knowledge Based Systems, Inc.

Knowledge Based Systems, Inc. One KBSI Place

1408 University Drive East College Station, Texas 77840-2335 (409) 260-5274

This manual is copyrighted, with all rights reserved. Under the copyright laws, the manual may not be reproduced in any form or by any means, in whole or in part, without written consent of Knowledge Based Systems, Inc. (KBSI). Under the law, reproducing includes translating into another language or format.

© 1990, 1992 by Knowledge Based Systems, Inc. One KBSI Place

1408 University Drive East College Station, Texas 77840-2335 (409) 696-7979

Table of Contents

List of Figures ..........................................................................................................................

 

v

Foreword

..................................................................................................................................

 

ix

1.0

Introduction....................................................................................................................

 

3

2.0

IDEF1 Concepts

.............................................................................................................

7

 

2.1

Introduction .........................................................................................................

7

 

2.2

Roles .....................................................................................................................

 

9

 

2.3 ................................................................................

Multi - Phase Development

10

 

2.4 ..............................................................................................

Cyclical Activities

12

3.0

Understanding ................................................................................IDEF1 Diagrams

17

 

3.1 .........................................................................................................

Phase Zero

17

 

3.2 ..........................................................................................................

Phase One

18

 

3.3 ..........................................................................................................

Phase Two

22

 

3.4 .......................................................................................................

Phase Three

27

 

3.5 .........................................................................................................

Phase Four

33

 

3.6 ........................................................................................................

Conclusions

34

4.0

Reading ...........................................................................................IDEF1 Diagrams

37

 

4.1 .......................................................................................................

Introduction

37

 

4.2 ....................................................................................

Diagram Reading Steps

38

 

4.3 ..........................................................................................

Semantics of IDEF1

45

5.0

IDEF .......................................................................................Forms and Procesures

47

 

5.1 ..............................................................................

IDEF Teamwork Discipline

49

 

5.2 ...........................................................................................

The IDEF Kit Cycle

50

 

.................................................................................

5.2.1

Personnel Roles

51

 

........................................

5.2.2

Guidelines for Authors and Commentors

53

i

5.3

IDEF Kits ..........................................................................................................

55

 

5.3.1

Completing ........................................................................................

55

 

5.3.2

How to Prepare .................................................................................

57

5.4

Standard Diagram Form ..................................................................................

57

 

5.4.1

Working Information........................................................................

58

 

5.4.2

The Message Field ............................................................................

62

 

5.4.3

The Title Field...................................................................................

62

 

5.4.4

The Number Field.............................................................................

63

5.5

Keeping Files.....................................................................................................

63

 

5.5.1

Standard Kit File ..............................................................................

64

 

5.5.2

Summary Kit File .............................................................................

64

 

5.5.3

Working File......................................................................................

64

5.6

The IDEF Model Walk-Through Procedure ....................................................

64

6.0 Author’s Guide To Creating IDEF1 Diagrams...........................................................

47

6.1

Phase Zero - Context Definition.......................................................................

71

6.2

Project Definition ..............................................................................................

71

 

6.2.1 The Strategic Objective..........................................................................

71

 

6.2.2

Strategic Plan....................................................................................

75

 

6.2.3

Functional Organization ..................................................................

76

 

6.2.4

Resource Allocation ..........................................................................

85

 

6.2.5

Source Material – Data Collection Plan ..........................................

86

 

6.2.6

Author Conventions..........................................................................

92

 

6.2.7

Phase Zero Kits.................................................................................

93

6.3

Phase One - Entity Class Definition................................................................

94

 

6.3.1

Entity Class Definition.....................................................................

94

 

6.3.2

Phase One Kits ...............................................................................

100

6.4

Phase Two – Relation Class Definition..........................................................

106

 

6.4.1 Basic Process ........................................................................................

112

 

6.4.2

Phase Two Kits ...............................................................................

120

6.5

Phase Three – Key Class Definitions.............................................................

125

 

6.5.1

Phase Three Process.......................................................................

133

 

6.5.2

Function View .................................................................................

137

 

6.5.3

Attribute Class Pool........................................................................

143

ii

 

6.5.4

Identifying Key Classes ..................................................................

146

 

6.5.5

Entity Class/Attribute Class Matrix ..............................................

150

 

6.5.6

Key Attribute Class Definition ......................................................

152

 

6.5.7

Phase Three Formalization ............................................................

156

 

6.5.8

Phase Three Kits ............................................................................

162

6.6

Phase Four – Attribute Class Population......................................................

167

 

6.6.1

Phase Four Process .........................................................................

169

 

6.6.2

Phase Four Kits ..............................................................................

175

 

6.6.3

Conclusion .......................................................................................

178

7.0 Data Collection For IDEF Modeling .........................................................................

179

7.1 Introduction

..........................................................................................................

181

7.2

The Interview ....................................................................................Process

181

7.3

The Interview ............................................................................................Kit

182

7.4

Interview ......................................................................................Guidelines

183

 

7.4.1 ....................................................................

Interview Preparation

184

 

7.4.2 ..................................................................

Interview Initialization

185

 

7.4.3 ..............................................................

Conducting the Interview

186

 

7.4.4 ....................................................................................

Termination

188

 

7.4.5 .....................................................................................

Finalization

189

8.0 IDEF1 Glossary ..........................................................................................................

 

190

9.0 IDEF1 Index of Terms ...............................................................................................

196

Appendix A IDEF Family ................................................................................of Methods

200

Appendix B Knowledge .......................................................Based Systems, Inc., Profile

282

iii

iv

 

List of Figures

 

Figure 2-1.

Functional Organization ............................................................................

10

Figure 3-1.

Source Material Log ...................................................................................

19

Figure 3-2.

Source Data List .........................................................................................

20

Figure 3-3.

Synthesizing an Entity Class.....................................................................

22

Figure 3-4.

Entity Class Pool ........................................................................................

23

Figure 3-5.

Entity Class Definition...............................................................................

24

Figure 3-6.

Relation Matrix...........................................................................................

26

Figure 3-7.

Entity Class Diagram.................................................................................

28

Figure 3-8.

Relation Class Definition ...........................................................................

29

Figure 3-9.

Attribute Class Pool ...................................................................................

31

Figure 3-10.

Attribute Class Diagram............................................................................

32

Figure 4-1.

“Page-Pair” Format ....................................................................................

38

Figure 4-2.

Simple Entity Diagram ..............................................................................

40

Figure 4-3.

Customer Representative...........................................................................

42

Figure 4-4.

Other Relation Class Symbols ...................................................................

43

Figure 4-5.

Attribute Class Symbol ` ...........................................................................

44

Figure 4-6.

Relation Classes Allowed in Attribute Diagrams.....................................

44

Figure 4-7.

The Migrated Attribute Classes ................................................................

45

Figure 5-1.

Kit Cycle......................................................................................................

50

Figure 5-2.

IDEF Cover Sheet.......................................................................................

59

Figure 5-3.

IDEF Node Index/Contents Sheet .............................................................

60

Figure 5-4.

Standard Diagram Form............................................................................

61

Figure 6-1.

IDEF1 Scope ...............................................................................................

73

Figure 6-2.

Strategic Objective .....................................................................................

74

 

v

 

Figure 6-3.

Strategic Plan .............................................................................................

77

Figure 6-4.

Functional Organization ............................................................................

79

Figure 6-5.

Target Function Nodes...............................................................................

87

Figure 6-6.

Identifying Participants .............................................................................

88

Figure 6-7.

Source Material Log ...................................................................................

90

Figure 6-8.

Source Data List .........................................................................................

91

Figure 6-9.

Traceability .................................................................................................

92

Figure 6-10.

Phase Zero Kit Structure ...........................................................................

94

Figure 6-11.

Unique Node Number ................................................................................

95

Figure 6-12.

Synthesizing an Entity Class.....................................................................

96

Figure 6-13.

Entity Class Pool ........................................................................................

97

Figure 6-14.

Entity Class Definition Page ...................................................................

102

Figure 6-15.

Completed Entity Class Definition Page ................................................

103

Figure 6-16.

Entity Class Definition Page Labeling....................................................

104

Figure 6-17.

Phase One Cover Sheet............................................................................

105

Figure 6-18.

Phase One Kit Structure..........................................................................

106

Figure 6-19.

Phase Two Entity Class Box ....................................................................

107

Figure 6-20.

Entity Class Diagram Syntax ..................................................................

107

Figure 6-21.

Relation Class Label.................................................................................

108

Figure 6-22.

Relation Class Ratio Syntax ....................................................................

109

Figure 6-23.

One-to-Many .............................................................................................

111

Figure 6-24.

Many-to-Many ..........................................................................................

112

Figure 6-25.

Relation Matrix.........................................................................................

114

Figure 6-26.

“Preliminary” Entity Class Diagram.......................................................

115

Figure 6-27.

Relation Class Definition .........................................................................

117

Figure 6-28.

Node Cross-References Sheet ..................................................................

118

vi

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