1、BRITISH STANDARDBS EN ISO 11442:2006Technical product documentation Document managementThe European Standard EN ISO 11442:2006 has the status of a British StandardICS 01.110; 35.240.10g49g50g3g38g50g51g60g44g49g42g3g58g44g55g43g50g56g55g3g37g54g44g3g51g40g53g48g44g54g54g44g50g49g3g40g59g38g40g51g55g
2、3g36g54g3g51g40g53g48g44g55g55g40g39g3g37g60g3g38g50g51g60g53g44g42g43g55g3g47g36g58BS EN ISO 11442:2006This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 August 2007 BSI 2007ISBN 978 0 580 56288 4National forewordThis British Standard is the
3、 UK implementation of EN ISO 11442:2006. It supersedes BS EN ISO 11442-1:1996, BS EN ISO 11442-2:1996, BS EN ISO 11442-3:1996, BS EN ISO 11442-4:1996 and BS ISO 11442-5:1999, which are withdrawn. The UK participation in its preparation was entrusted to Technical Committee TDW/4, Technical product re
4、alization (TPR).A list of organizations represented on this committee can be obtained on request to its secretary.This publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct application.Compliance with a British Standard cannot confe
5、r immunity from legal obligations.Amendments issued since publicationAmd. No. Date CommentsEUROPEAN STANDARDNORME EUROPENNEEUROPISCHE NORMEN ISO 11442March 2006ICS 01.110; 35.240.10 Supersedes EN ISO 11442-1:1996, EN ISO 11442-2:1996, EN ISO 11442-3:1996, EN ISO 11442-4:1996 English VersionTechnical
6、 product documentation - Document management (ISO11442:2006)Documentation technique de produits - Gestion dedocuments (ISO 11442:2006)Technische Produktdokumentation -Dokumentenmanagement (ISO 11442:2006)This European Standard was approved by CEN on 6 February 2006.CEN members are bound to comply wi
7、th the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this EuropeanStandard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such nationalstandards may be obtained on application to the Central Secretaria
8、t or to any CEN member.This European Standard exists in three official versions (English, French, German). A version in any other language made by translationunder the responsibility of a CEN member into its own language and notified to the Central Secretariat has the same status as the officialvers
9、ions.CEN members are the national standards bodies of Austria, Belgium, Cyprus, Czech Republic, Denmark, Estonia, Finland, France,Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania,Slovakia, Slovenia, Spain, Sweden,
10、 Switzerland and United Kingdom.EUROPEAN COMMITTEE FOR STANDARDIZATIONCOMIT EUROPEN DE NORMALISATIONEUROPISCHES KOMITEE FR NORMUNGManagement Centre: rue de Stassart, 36 B-1050 Brussels 2006 CEN All rights of exploitation in any form and by any means reservedworldwide for CEN national Members.Ref. No
11、. EN ISO 11442:2006: EForeword This document (EN ISO 11442:2006) has been prepared by Technical Committee ISO/TC 10 “Technical drawings, product definition and related documentation“ in collaboration with CMC. This European Standard shall be given the status of a national standard, either by publica
12、tion of an identical text or by endorsement, at the latest by September 2006, and conflicting national standards shall be withdrawn at the latest by September 2006. This document supersedes EN ISO 11442-1:1996, EN ISO 11442-2:1996, EN ISO 11442-3:1996 and EN ISO 11442-4:1996. According to the CEN/CE
13、NELEC Internal Regulations, the national standards organizations of the following countries are bound to implement this European Standard: Austria, Belgium, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Ma
14、lta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom. Endorsement notice The text of ISO 11442:2006 has been approved by CEN as EN ISO 11442:2006 without any modifications. EN ISO 11442:2006Reference numberISO 11442:2006(E)INTERNATION
15、AL STANDARD ISO11442First edition2006-03-01Technical product documentation Document management Documentation technique de produits Gestion de documents EN ISO 11442:2006ii iiiContents Page Foreword iv 1 Scope 1 2 Normative references 1 3 Terms and definitions .1 4 Original and reproduced documents.3
16、 4.1 General3 4.2 Original document .3 4.3 Signature document 3 4.4 Viewing copy3 4.5 Archive master.4 4.6 Document replica, replica fidelity 4 5 Phases in the design documentation work.4 5.1 General4 5.2 Management of technical product documents .5 5.3 Creation phase.5 5.4 Approval phase5 5.5 Relea
17、se phase6 5.6 Storage/active phase.6 5.7 Revision phase.6 5.8 Archiving phase.6 6 Document life-cycle status .7 7 Rules for revision.8 8 Protection of information9 8.1 General9 8.2 Authorization9 8.3 Protection notices9 Annex A (informative) Typical rules for document revision .10 Bibliography 11 EN
18、 ISO 11442:2006iv 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 sub
19、ject 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 (I
20、EC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2. The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical commit
21、tees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote. 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
22、 held responsible for identifying any or all such patent rights. ISO 11442 was prepared by Technical Committee ISO/TC 10, Technical product documentation, Subcommittee SC 1, Basic conventions. This first edition of ISO 11442 cancels and replaces ISO 11442-1:1993, ISO 11442-2:1993, ISO 11442-3:1993,
23、ISO 11442-4:1993, ISO 11442-5:1999 and ISO/TR 10623:1991, of which it constitutes a technical revision. EN ISO 11442:20061Technical product documentation Document management 1 Scope This International Standard specifies basic rules for the management of technical documents. 2 Normative references Th
24、e following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. ISO 10209-1, Technical product documentation Vocabu
25、lary Part 1: Terms relating to technical drawings: general and types of drawings ISO 16016, Technical product documentation Protection notices for restricting the use of documents and products 3 Terms and definitions For the purposes of this document, the terms and definitions given in ISO 10209-1 a
26、nd the following apply. 3.1 analysis part of the product development process where a specification of requirements is prepared 3.2 approval phase stage in which the document content is formally checked and approved 3.3 archive master document replica for long-term storage in a trusted encoding forma
27、t 3.4 archiving phase stage in which product documents are removed from the storage of active documents to an historic archive 3.5 authorization of a user privileges that give access to designated activities 3.6 basic design part of the product development process where one or more design proposals
28、are evaluated and the basic documentation for design is prepared EN ISO 11442:20062 3.7 conceptual design part of the product development process which includes the preparation of design specifications and design proposals for a product 3.8 creation phase stage in which the design documentation work
29、 is carried out 3.9 detailed design part of the product development process which includes the preparation of the final product definition 3.10 document fixed and structured amount of information that can be managed and interchanged as a unit between users and systems IEC 82045-1:2001 3.11 document
30、replica true or close-to-true copy of an original document 3.12 document issue identified version of a document 3.13 document status step or stage in the life-cycle of a document issue 3.14 original document document onto which the technical description or definition of a product is recorded and whi
31、ch forms the base for future changes 3.15 release, verb making an approved document available for its intended purpose 3.16 release phase stage in which a document is released 3.17 replica fidelity level of ability of a document replica to promote the information of the original document 3.18 revisi
32、on notice document part or separate document recording all the revisions made on a product document 3.19 revision phase stage in which changes to product documents are made EN ISO 11442:200633.20 specification of requirements compilation of market, authority (e.g. laws, regulations, directives) and
33、company related requirements 3.21 storage/active phase stage in which the active product documents are stored 3.22 signature document copy of the original document with the addition of approval required by customer or authority, constituting an original for a certain approval stage. 3.23 viewing cop
34、y document replica for viewing, commenting and for production of hard copies 4 Original and reproduced documents 4.1 General The following descriptions are used in order to assist in the application and understanding of the documentation system: 4.2 Original document An original document is a docume
35、nt that intentionally has no identified source document. A single original document or a structure of associated originals shall constitute the technical definition or description of a product and shall also form the basis on which changes are made during the lifetime of the product. Each approved o
36、riginal document shall be filed in an original storage archive (vault) to which document access shall be controlled through check-in/check-out procedures. A computer-based original document shall be stored in an identified file format on a trusted medium (e.g. magnetic or optic). In the manual produ
37、ction of documents, the medium for representation data, in the form of figures and/or text, shall be suitable for reproduction, e.g. paper or draughting film. Any revision required shall be based on the original document. When and if the preferred file format can no longer be supported (e.g. vector
38、format), the original status shall be transferred to a file format intended for long-term stability (e.g. raster format), generally with an accepted loss of information (see 4.5). The transfer to another file format may also depend on local, company procedures. 4.3 Signature document Original docume
39、nts require ordinary approval procedures, but may also need approval by customer or authority. A signature document carries this additional approval. This document is usually paper-based, being a copy of the original document, and shall not be subject to any form of change without the stamp and sign
40、ature it may require for approval. 4.4 Viewing copy A viewing copy is a document replica used, e.g. for viewing, commenting and for production of hard copies (printed replicas). In computer-aided design this can be a raster document for on-screen viewing or an aperture card directly or indirectly pr
41、oduced. EN ISO 11442:20064 4.5 Archive master In computer-based documentation a document replica (see 4.6) should be produced for long-term storage in a trusted neutral format. The archive master shall be retrievable and reproducible for a defined period of time (e.g. depending on the products lifet
42、ime). The representation shall be openly specified and forwardly independent of tool versions. NOTE Typical formats for digital archive masters are TIFF raster, SGML, XML and STEP. 4.6 Document replica, replica fidelity A document replica is a true or almost-true copy of an original document. A repl
43、ica may have lost information relative to its source. The degree of fidelity shall be classified due to the ability of the document replica to promote the information of the original document. Values of replica fidelity shall include clone ( exact copy), equivalent (with loss of information, for a d
44、edicated purpose equivalent), and essential (some properties of the original may have been lost, like colour) 5 Phases in the design documentation work 5.1 General The following description shows where different documents can be generated within the design cycle The activities during the product dev
45、elopment process can be divided into analysis, conceptual design, basic design and detailed design, as described in the example below. See Figure 1. Normally, an initial task will be to establish a specification of requirements, compiled and evaluated with the requirements from the market, authoriti
46、es and the company itself. Based on this, design specifications are produced as a base for further development. These may indicate possible functional solutions and/or shape representations, which will be the basis for one or more proposals to be evaluated. The result of the evaluation constitutes t
47、he basic documentation for design. During the detailed design the documents are finalised for its intended purpose and formalised to more strict rules for document management. Figure 1 Product development process EN ISO 11442:200655.2 Management of technical product documents Throughout the differen
48、t stages of the design documentation process data shall be stored, moved and presented according to strict rules. The document management process is divided into different phases, shown with their respective activities, in Figure 2. The transfer of data from one phase to another shall be made in acc
49、ordance with established procedures adapted to the need of the activity. These procedures shall be well documented. Figure 2 Phases in the design documentation work 5.3 Creation phase The phase in which the actual content of the document is established is termed the “creation phase”. Documents exist in this phase from document status “in preparation” until the “in review” status is initiated. A document in the creation phase is the property of its creator. The document shall therefore be considered preliminary; for example, it shall not be used for bindin
