1、BRITISH STANDARD BS5401:1990 Guide to Information content and presentation of operators manuals provided for tractors and machinery for agriculture and forestryBS5401:1990 This BritishStandard, having been prepared under the directionof the Agricultural Machinery and Implements Standards Policy Comm
2、ittee, waspublished under the authorityof the Board of BSIandcomes intoeffect on 30 September1990 BSI12-1999 First published September1976 Second edition February1982 Third edition September1990 The following BSI references relate to the work on this standard: Committee referenceAGE/26 Draft for com
3、ment89/72777DC ISBN 0 580 18287 8 Committees responsible for this British Standard The preparation of this BritishStandard was entrusted by the Agricultural Machinery and Implements Standards Policy Committee (AGE/-) to Technical CommitteeAGE/26, upon which the following bodies were represented: AFR
4、C Institute of Engineering Research Agricultural Engineering Association Agricultural Training Board Association of Agricultural Education Staffs British Agricultural and Garden Machinery Association Ltd. Department of Transport Forestry Commission Health and Safety Executive National Farmers Union
5、National Proficiency Tests Council Transport and General Workers Union Amendments issued since publication Amd. No. Date CommentsBS5401:1990 BSI 12-1999 i Contents Page Committees responsible Inside front cover Foreword iii Section 1. Content 1.1 Scope 1 1.2 Definitions 1 1.2.1 Left-hand side 1 1.2.
6、2 Right-hand side 1 1.3 Identification of manual 1 1.4 Categories of information 1 1.5 Serial numbers 1 1.6 Contents 1 1.7 Introduction 2 1.8 Purpose 3 1.8.1 General 3 1.8.2 Hazards 3 1.9 Specifications 3 1.10 Safety notes and warnings 4 1.11 Handling, reception, transit, assembly and installation 4
7、 1.11.1 General 4 1.11.2 Reception 4 1.11.3 Transit 4 1.11.4 Installation 4 1.11.5 Setting to work 4 1.11.6 Environment 4 1.11.7 Hazards 4 1.12 Operating information 4 1.13 Maintenance instructions 4 1.13.1 General 4 1.13.2 Maintenance schedules 5 1.13.3 Specialized tasks 5 1.13.4 Details of mainten
8、ance work 5 1.14 Storage 5 1.15 Parts list 5 1.16 Accessories and attachments 5 1.17 Dismantling and disposal 5 1.18 Warranty 5 1.19 Alphabetical index 5 Section 2. Presentation 2.1 General considerations 6 2.2 Writer and text 6 2.2.1 General 6 2.2.2 Writer 6 2.2.3 Level of the writing 6 2.2.4 Style
9、 of text 6 2.2.5 Checking 6 2.3 Typographic design 6 2.3.1 General 6BS5401:1990 ii BSI 12-1999 Page 2.3.2 Colour 6 2.3.3 Reproduction 7 2.3.4 Type size 7 2.3.5 Margins 7 2.3.6 Columns 7 2.3.7 Headings 7 2.4 Textual conventions 7 2.4.1 General 7 2.4.2 Terminology 7 2.4.3 Glossaries, abbreviations, si
10、gns and symbols 7 2.4.4 Capitals 7 2.4.5 Spelling 7 2.4.6 Measurements and quantities 7 2.4.7 Numbers 7 2.4.8 Left hand and right hand 8 2.5 Illustrations 8 2.5.1 General 8 2.5.2 Position 8 2.5.3 Use of colour 8 2.5.4 Limitations of colour 8 2.5.5 Clarity 8 2.5.6 Scale 8 2.5.7 Charts 8 2.5.8 Tables
11、8 2.6 Warnings, cautions and notes 11 2.6.1 General 11 2.6.2 Warnings 11 2.6.3 Cautions 11 2.6.4 Notes 11 2.7 Numbering 11 2.7.1 General 11 2.7.2 Page numbering 11 2.7.3 Numbering of figures and tables 11 2.7.4 Cross-references 11 2.7.5 References 11 Figure 1 Example of a tractor manufacturers infor
12、mation section 2 Figure 2 Example of a specimen contents list 3 Figure 3 Example of a chain saw manufacturers hazard information 3 Figure 4 Example of use of illustration 9 Figure 5 Example of tabulation 10 Table 1 Maintenance chart 10 Publications referred to Inside back coverBS5401:1990 BSI 12-199
13、9 iii Foreword This BritishStandard has been prepared under the direction of the Agricultural Machinery and Implements Standards Policy Committee. It is a revision of BS5401:1982 which is withdrawn. This BritishStandard takes note that Section36 and Schedule3 of the Consumer Protection Act1987 amend
14、 section6 of the Health and Safety at Worketc.Act1974. The main effect is that designers, manufacturers and importers have to take account of the reasonably foreseeable circumstances of use of their product, including activities closely related to use such as maintenance and storage, and to provide
15、information with their product, rather than simply make it available. This BritishStandard guide has been produced to help those who provide information on tractors, agricultural and forestry machinery in the form of operators manuals. Section1 gives guidance on the technical content of manuals. Sec
16、tion2 gives general advice on methods of presenting the information. Manuals will vary in form, e.g.from a small metal information plate affixed to a machine, to several volumes. A significant factor influencing the end product will be the complexity of the machine. Whilst in some respects the same
17、standards of presentation should be applied to all manuals, the materials and processes used for their presentation should be chosen to suit the contents, bearing in mind the conditions in which the manual will be used. The exact nature of the information made available will depend on the characteri
18、stics of the machine. It is for the designer, manufacturer, importer or supplier to satisfy themselves (in consultation with each other and the user ifnecessary), that the information provided will be adequate. A British Standard does not purport to include all the necessary provisions of a contract
19、. Users of British Standards are responsible for their correct application. Compliance with a British Standard does not of itself confer immunity from legal obligations. Summary of pages This document comprises a front cover, an inside front cover, pagesi toiv, pages1to12, an inside back cover and a
20、 back cover. This standard has been updated (see copyright date) and may have had amendments incorporated. This will be indicated in the amendment table on the inside front cover.iv blankBS5401:1990 BSI 12-1999 1 Section 1. Content 1.1 Scope This BritishStandard specifies information to assist manuf
21、acturers of tractors and machinery for agriculture and forestry in the production of operators manuals which will stress safety and ensure reasonable uniformity of format and content. Section1 gives guidance for the content of operators manuals which are intended for the individuals responsible for
22、the transporting, unloading, setting-up, installing, commissioning, operating, maintaining, storing, dismantling and disposing of agricultural machinery. Section2 gives guidance to assist tractor, agricultural and forestry machinery manufacturers in the presentation of operators manuals. Advertising
23、 and pre-purchase publications are outside the scope of this standard, However, this should not impede the development of other methods of presenting technical and safety information. NOTEThe titles of the publications referred to in this standard are listed on the inside back cover. 1.2 Definitions
24、 For the purposes of this BritishStandard the following definitions apply. 1.2.1 left-hand side the side which is on the left only when an observer is facing in the normal forward direction of travel of the machine, i.e.the operator looking forward from the rear of the machine, in the working positi
25、on 1.2.2 right-hand side the side which is on the right only when an observer is facing in the normal forward direction of travel of the machine 1.3 Identification of manual Any document covered by this standard shall be identifiable as the relevant manual for a specific machine. NOTEThis could be a
26、chieved by including such information as the identity of the manufacturer, machine model and publication name on the front cover. 1.4 Categories of information The categories of information given in this standard cover the whole range of information that the user of a machine is likely to need. The
27、extent of the information provided will depend on the type of machine, the operators needs and maintenance resources. For simpler machinery, a small metal information plate, attached to the equipment, giving basic information such as the manufacturers name, the model and serial numbers may be suffic
28、ient. Where it is warranted by the complexity of the machinery, an operators manual should be provided. NOTE 1Intermediate forms of information provided for tractors, agricultural and forestry machinery between a metal information plate and operators manuals, such as information sheets, leaflets,etc
29、. are also covered by this guide. The categories of information given in this section should be adapted, as appropriate to their needs. For operators manuals the information should be the relevant categories given in1.5 to1.19 which are listed in an order convenient for reference by the operator. NO
30、TE 2The order in which the categories of information appear in the operators manual should follow that in which they appear in this guide. 1.5 Serial numbers Information that enables the operator to locate and identify the whereabouts of serial numbers/codes of the major components of the machine, a
31、nd any additional information necessary for initial communication with a dealer should be provided within the manual. A section that contains such pertinent information should be completed at the time of delivery or installation. Figure 1 shows an example of a tractor manufacturers information secti
32、on. 1.6 Contents A contents list should be provided to identify the main categories of information in the manual and where they can be found. Guidance on the order of the contents is given in1.4. The contents list should be clear and simple and begin on a right hand page. Page numbers for the beginn
33、ing of each main category should be clearly shown. Figure 2 shows an example of a specimen contents list.BS5401:1990 2 BSI 12-1999 1.7 Introduction 1.7.1 The introduction should stress the importance of the information given in the manual, for example: This operators manual should be regarded as par
34、t of the machine. Suppliers of both new and second-hand machines are advised to retain documentary evidence that this manual was provided with the machine. 1.7.2 The introduction should tell the reader why the manual has been written and provided with the machine. It should also provide the reader w
35、ith any information that will help him interpret the manual correctly. 1.7.3 It is essential that, attention is drawn to the use of the caution symbol (see2.6), to highlight potential safety problems, for example: This symbol indicates important safety messages in this manual. When you see this symb
36、ol, be alert to the possibility of injury to yourself or others, and carefully read the message that follows. 1)It is extremely important to quote the complete serial number group together with all letters of both tractor and engine on all warranty claims or correspondence pertaining to this machine
37、. This point cannot be overemphasized. Figure 1 Example of a tractor manufacturers information sectionBS5401:1990 BSI 12-1999 3 1.8 Purpose 1.8.1 General This category should inform the operator of the function(s) for which the machine is designed. If the machine is designed to be used in associatio
38、n with other machinery, the information should state the type of machinery suitable. 1.8.2 Hazards It is essential that any known hazard relating to the use of the machine, and any restrictions on its use by classes of persons, (e.g.children), are stated. Figure 3 shows an example of a chain saw man
39、ufacturers hazard information. 1.9 Specifications This category should include all relevant dimensions and technical data to assist the operator to obtain a high standard of operational performance and reliability. The relevant national or International Standards to which the machine, or its constit
40、uent parts, have been built should be stated where applicable. If two or more machines are linked to form a system in which their functioning is interdependent, the technical specifications of the interface, (e.g.apower-take-off shaft), should be provided. Serial numbers (identification of an indivi
41、dual machine) Contents (what the manual consists of) Introduction (what the manual is for) Purpose (what the machine is and what it is for) Specifications (what it is) Safety notes and warnings (what hazards exist and what precautions to take to minimize them) Handling, reception, transit, assembly
42、andinstallation (how to prepare it for use) Operating information (how to use it) Maintenance instructions (how to keep it working) Storage (how to look after it) Parts lists (what it consists of) Accessories and attachments (how to modify it) Dismantling and disposal (how to take it apart and dispo
43、se of it) Warranty (manufacturers obligations) Alphabetical index (where information can be found) Figure 2 Example of a specimen contents list A chain saw is a demanding tool. It shall only be used by fully trained operatives or by trainee operatives under the close supervision of a fully trained p
44、erson. Personal protection equipment, complying with the appropriate BritishStandards, if any, shall be worn at all times when using a chain saw, i.e. A safety helmet Ear protectors Eye protection Trousers with integral or removable leg guards Suitable gloves and boots A first aid box should be read
45、ily available to the operator. Figure 3 Example of a chain saw manufacturers hazard informationBS5401:1990 4 BSI 12-1999 1.10 Safety notes and warnings This category should draw the operators attention to potential hazards associated with the use of the machine, and where appropriate, the associated
46、 machinery with which it is designed to work. It is important that the operator is also told of the precautions to be taken to minimize those hazards, for example, a sprayer manufacturers information could include the dangers and precautions associated with: chemicals protective clothing overhead li
47、nes power-take-offs hitching tractor ballast Safety information should also be included under other categories whenever an operating procedure may result in personal injury or damage to machinery if not observed carefully. 1.11 Handling, reception, transit, assembly and installation 1.11.1 General T
48、his category should contain all technical information and instructions required for the handling, reception, assembly, installation and initial setting to work of the machinery, unless this will be carried out by the dealer. It should also describe its transit and reinstallation in another location
49、or changed environment. 1.11.2 Reception Unpacking instructions should be given and attention drawn to any specific points needing care or special treatment. Lifting points, slings, spreaders,etc. should be specified. 1.11.3 Transit Instructions, including all precautions, for preparing the machinery for transit should be given, including information about the tools,etc. required. A list of transit requirements should be provided and procedures for preparing the product for use after transit should be given. 1.11.4 Installation Detailed in
