CSA Directives and guidelines governing standardization...

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CSA-SDP-2.3-14 CSA Directives and guidelines governing standardization, Part 3: Drafting of standards

Transcript of CSA Directives and guidelines governing standardization...

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CSA-SDP-2.3-14

CSA Directives and guidelines governing standardization, Part 3: Drafting of standards

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Legal Notice for Standards

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Title: CSA Directives and guidelines governing standardization, Part 3: Drafting of standards

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CSA Directives and guidelines governing standardization, Part 3:

Drafting of standards

CSA-SDP-2.3-14

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ContentsPreface 3

0 Introduction 40.1 Procedural documentation 40.2 Proposals for change to this Part of the CSA Directives and guidelines 4

1 Scope 41.1 General 41.2 Purpose 41.3 Terminology 4

2 Reference publications 5

3 Definitions 6

4 General principles and considerations in drafting a standard 74.1 General 74.2 Compatibility 74.3 National interest 74.4 Regulatory context 84.5 Common understanding 84.6 Objective-based 84.7 Lack of internal contradiction 84.8 Specific requirements 84.9 Quality of work 9

5 Rationale statements 95.1 General 95.2 Responsibility for preparation of rationale statements 95.3 Ability to be understood 9

6 Structure of a standard 96.1 General 96.2 Title 106.3 Preface 106.4 Scope 106.5 Reference publications 106.6 Definitions 10

7 General requirements for standards 107.1 Measurements 107.1.1 International System of Units (SI) 107.1.2 Dual dimensions 117.1.3 All-numeric dates and times 117.2 Hazards 117.2.1 Use of cautions 117.2.2 Risks from misuse 11

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7.3 References to other publications 117.4 Patented items 127.5 Regulatory administrative provisions 127.6 Certification provisions 127.6.1 Statement concerning certification 127.6.2 References to certification 127.6.3 References to an effective date 127.7 Contractual provisions 12

8 Sampling and testing 138.1 Sampling 138.1.1 Sound statistical basis 138.1.2 Unit samples 138.1.3 Number of samples 138.1.4 Appropriate sampling techniques 138.2 Testing 138.2.1 Test methods 138.2.2 Pass/fail criteria 138.2.3 Verification of test methods 138.2.4 Measurable characteristics and repeatability 148.2.5 Product variability 148.2.6 Hazards 148.2.7 Process requirements 14

9 Markings, packaging, and labelling 149.1 General 149.1.1 Cautions or warnings 149.1.2 Marking methods 149.1.3 Bilingual cautions or warnings 159.2 Markings 159.2.1 Critical markings 159.2.2 Other markings 159.3 Packaging and labelling 15

10 Instructions 15

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Preface This is the second edition of CSA-SDP-2.3, CSA Directives and guidelines governing standardization, Part 3: Drafting of standards. It supersedes the first edition published in 2008.

CSA Directives and guidelines governing standardization, Part 3: Drafting of standards was developed by the CSA Standards Policy Board, under the authority of the CSA Board of Directors, and was approved by the Standards Policy Board on 2014-04-24. Interested parties may request copies from CSA staff.Notes: 1) Use of the singular does not exclude the plural (and vice versa) when the sense allows.2) All inquiries regarding this publication should be addressed to CSA Group, 178 Rexdale Blvd., Toronto, Ontario,

Canada M9W 1R3.

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CSA-SDP-2.3-14CSA Directives and guidelines governing standardization, Part 3: Drafting of standards

0 Introduction

0.1 Procedural documentationTogether with CSA-SDP-1, the CSA Directives and guidelines governing standardization (CSA-SDP-2.1, CSA-SDP-2.2, and this Part) set forth the policies and procedures of the CSA consensus standards development process. The CSA Directives and guidelines governing standardization are hereinafter referred to as the CSA Directives and guidelines.

0.2 Proposals for change to this Part of the CSA Directives and guidelinesProposals for change to this Part of the CSA Directives and guidelines should be submitted in writing to the Secretary of the CSA Standards Policy Board.

1 Scope

1.1 GeneralThis Part of the CSA Directives and guidelines sets forth the policies and procedures of the CSA consensus standards development process regarding the drafting of standards.Note: Specific editorial requirements for CSA standards are provided in CSA-SDP-3.2.

1.2 PurposeThe provisions of this Part of the CSA Directives and guidelines are intended to ensure that CSA standards are drafted in compliance with accreditation and regulatory requirements.

1.3 TerminologyIn this Part of the CSA Directives and guidelines, “shall” is used to express a requirement, i.e., a provision that the user is obliged to satisfy in order to comply with the Directives and guidelines; “should” is used to express a recommendation or that which is advised but not required; “may” is used to express an option or that which is permissible within the limits of the Directives and guidelines; and “can” is used to express possibility or capability. Where the term “authorize” has been used in this document, it implies that authorization is achieved by signature where specified, consent, or motion by the appropriate individual or group of individuals. Where the term “approve” has been used, a ballot or recorded vote is required. Notes accompanying clauses do not include requirements or alternative requirements; the purpose of a note accompanying a clause is to separate from the text explanatory or informative material. Annexes are designated normative (mandatory) or informative (non-mandatory) to define their application.

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2 Reference publicationsThis Part of the CSA Directives and guidelines refers to the following publications:Note: The editions listed below were the latest available at the time this Part of the CSA Directives and guidelines was approved. If these editions are amended, replaced by new editions, or superseded by another publication, this Part of the CSA Directives and guidelines will be reviewed and amended if necessary.

CSA GroupCSA-SDP-1-03 CSA Policy governing standardization — Code of good practice for standardization

CSA-SDP-2.1-14 CSA Directives and guidelines governing standardization, Part 1: Participants and organizational structure

CSA-SDP-2.2-14 CSA Directives and guidelines governing standardization, Part 2: Development process

CSA-SDP-3.2-09 CSA Editorial requirements and guidelines

ISO (International Organization for Standardization)Guide 64:2008 Guide for addressing environmental issues in product standards

ISO 8601:2004 Data elements and interchange formats — Information interchange — Representation of dates and times

ISO 80000-1:2009 Quantities and units — Part 1: General

ISO/IEC (International Organization for Standardization/International Electrotechnical Commission)DIR-2:2011 ISO/IEC Directives — Part 2: Rules for the structure and drafting of International Standards

Guide 2:2004 Standardization and related activities — General vocabulary

Guide 50:2002 Safety aspects — Guidelines for child safety

Guide 51:2014 Safety aspects — Guidelines for their inclusion in standards

Guide 71:2001 Guidelines for standards developers to address the needs of older persons and persons with disabilities

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3 DefinitionsNotes: 1) These definitions should form the basis for definitions to be included in standards; however, Technical

Committees can apply different definitions as warranted by the subject of a given Standard.2) Where applicable, sources are given in square brackets following the definition.The following definitions apply in this Part of the CSA Directives and guidelines:

Accuracy — the closeness of a computed or estimated value to the defined or true value. Accuracy is usually expressed in terms of error or range of probability. Note: See Precision.

CSA standard — a publication that has been prepared and approved in accordance with the CSA Directives and guidelines and contains provisions for an orderly approach to a specific activity. CSA standards include product specifications, test methods, design requirements, classifications, recommended practices, etc. Note: In general, CSA Standards are eligible for publication as National Standards of Canada.

Harm — physical injury or damage to the health of people, or damage to property or the environment.

[ISO/IEC Guide 51]

Hazard — potential source of harm. Note: The term “hazard” can be qualified in order to define its origin or the nature of the expected harm (e.g., electric shock hazard, crushing hazard, cutting hazard, toxic hazard, fire hazard, drowning hazard). [ISO/IEC Guide 51]

Interpretation — written clarification of the meaning of a provision of a standard provided by the applicable Technical Committee (TC) in response to a written request for an interpretation. Note: Normally, clarification is provided in the form of a “yes” or “no” answer to a question. However, the TC can also make a statement about the provision being queried.

Precision — the closeness of agreement between the results obtained by applying a laboratory procedure several times under prescribed conditions. Notes: 1) See Accuracy.2) The use of the term “precision” in the context of developing standards is intended to convey the concept of

repeatability in test results. The expectation is that a specified test method should be sufficiently clear that repeated applications result in the same answer each time.

Provision — an expression in the content of a standard that takes the form of an instruction, a requirement, a recommendation, or an option or permission. Note: Types of provisions are distinguished from one another by the verbal forms used to express them (i.e., by the use of the imperative mood for instructions and the verbal auxiliaries “shall” for requirements, “should” for recommendations, and “may” for options or permissions. [Adapted from ISO/IEC DIR-2]

Regulatory authority — a federal, provincial, territorial, or municipal ministry, department, board, agency, or commission responsible for regulating the use of products, materials, or services within its jurisdiction.

Repeatability — the closeness of agreement between successive results obtained with the same method on identical test material under the same conditions.

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Reproducibility — the closeness of agreement between individual results obtained with the same method on identical test material but under different conditions.

Requirement — a provision that conveys criteria to be fulfilled if compliance with the standard is to be claimed and from which no deviation is permitted.

[Adapted from ISO/IEC DIR-2]

Risk — combination of the probability of occurrence of harm and the severity of that harm.

[Adapted from ISO/IEC Guide 51]

Safety — freedom from unacceptable risk of harm. Notes: 1) In standardization, the safety of products, processes, and services is generally considered with a view to

achieving the optimum balance of a number of factors, including non-technical factors such as human behaviour that will reduce avoidable risks of harm to persons and goods to an acceptable degree.

2) Establishing a level of unacceptable risk does not mean that there is no risk associated with the subject matter of the standard. The Technical Committee establishes requirements related to freedom from unacceptable risk of harm based on a reasonable assessment of the information available to the Technical Committee at the time the CSA standard is created or amended.

[Adapted from ISO/IEC Guide 2]

4 General principles and considerations in drafting a standard

4.1 GeneralCSA staff and the Technical Committees (TCs) responsible for developing standards shall ensure that this Part of the CSA Directives and guidelines is implemented. The TC shall be responsible for the technical content of a standard. The presentation of standards for publication (e.g., all details of editorial practice and document design, including title page format and copyright notices) shall be in accordance with internal operating procedures. The implementation of the provisions of this Part of the CSA Directives and guidelines shall be verified in accordance with Clauses 8.4 and 10 of CSA-SDP-2.2.

4.2 CompatibilityStandards shall be developed in relation to their intended application within a system or context, and not in isolation, to ensure optimal compatibility with relevant technical, economic, and public concerns. Consideration shall be given to use and interchangeability with other standards and products, and possible conflicts with other standards. To this end, there shall be coordination between TCs. (See Clause 10.4 of CSA-SDP-2.1.)

4.3 National interestStandards shall address the national interest, to the extent possible given the subject of the standard, with regard to the following considerations:a) benefiting the health, safety, and welfare of workers and the public;b) supporting sustainable development;c) assisting and protecting consumers;d) advancing the national economy; ande) facilitating trade.

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Notes: 1) Guidance on considering these aspects can be found in ISO/IEC Guide 50, ISO/IEC Guide 51, ISO Guide 64, and

ISO/IEC Guide 71.2) Additional guidance on these considerations may be found in other ISO/IEC Guides. For a current listing, see

www.iso.org.3) In standardization, the safety of products, processes, and services is generally considered with a view to

reducing risks of harm to people and to goods and other property. This is achieved through consideration of technical factors, e.g., testing, manufacture, use, and disposal, and non-technical factors, e.g., human behaviour and values.

4.4 Regulatory contextThe regulatory context in which the standard will be implemented should be considered in its drafting. Standards are voluntary documents that exist within a complex regulatory environment where different jurisdictions can have regulatory requirements that affect the adoption of standards in those jurisdictions.Note: As improvements to standards resulting from new information or more recent applicable technology are made, variations between a new edition and an earlier edition referenced in legislation can arise. These are generally resolved by updated legislation.

4.5 Common understandingStandards should be written in terms that enable users to derive a common understanding of the meaning of their contents. Reasonable efforts shall be made to ensure that all provisions of a standard are objective. A standard’s requirements should be clear and concise and, whenever possible, should be expressed in terms of measurable characteristics to reduce the need for subsequent interpretations of a standard (see Clause 12.3 of CSA-SDP-2.2).

4.6 Objective-basedWherever appropriate, the provisions of a standard shall be formulated in terms of objectives, i.e., in relation to the expectations or characteristics of the functionality of the product, rather than design or descriptive characteristics. Each provision should relate as closely as possible to end-use objectives, including performance. Provisions addressing the means required to achieve the desired functionality may be included if necessary.Note: By specifying what rather than how, objectives-based provisions permit the most freedom for and innovation by people implementing a standard.

4.7 Lack of internal contradictionA standard shall not be internally contradictory. Once a requirement is specified, it shall not subsequently be varied or made optional for the same purpose.

4.8 Specific requirementsA standard should reflect the latest available materials and methods and be written in terms that can be verified. It shall include as specific requirements only those provisions that are essential for the protection of health, safety, and the environment, and it shall be written in the least restrictive manner possible. Additional material to provide guidance or direction may be included in the form of a note or informative annex. A standard shall not be drafted so that it can be used to inhibit further development or improvement in the field to which it relates. When a particular technology or process referred to in a standard is still unfamiliar and not fully understood, the standard should clearly reflect this fact.Note: This clause is not intended to affect areas of interoperability, where a standard may contain limitations for safety reasons.

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4.9 Quality of workAppropriate consideration shall be given to including provisions regarding the quality of work that is essential for the applicability, verification, and other end use of the product. These provisions should, to the extent possible, be specified in detail to minimize the possibility of misapplication.

5 Rationale statements

5.1 GeneralA rationale statement identifies the technical reasoning behind a standard or one or more provisions of a standard. Such statements may be unpublished and kept on file with the TC records or published (e.g., in an informative annex or commentary on the standard).Note: Rationale statements are not balloted unless the TC decides otherwise.

5.2 Responsibility for preparation of rationale statementsThe TC or TSC shall be responsible for preparing a rationale for a standard or for some provisions of a standard. If the TC or TSC determines there is no need for a rationale statement, the decision should be kept on file with the committee records.

5.3 Ability to be understoodA rationale statement should be clear, concise, and, insofar as the complexity of the subject permits, written in plain language that allows it to be understood by people preparing the standard, by users of the standard, and by anyone else who might reasonably be expected to consult the statement.

6 Structure of a standard

6.1 GeneralAll CSA standards shall be developed in accordance with established editorial policies. CSA standards are structured as follows:

An administrative preface,

Clause 0: background information on the purpose or intent of a standard (optional)

Clause 1: scope statement

Clause 2: a list of reference publications

Clause 3: definitions and abbreviations

Clause 4: general principles or considerations

Clause 5 to n:a) specific requirements (using “shall” or “should” language as appropriate),b) applicable tests and sampling instructions, andc) applicable markings and warnings.

Annexes: these may be included to further explain the intent of the standard or to provide additional guidance. Annexes shall be identified as being normative (mandatory) or informative (nonmandatory).

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6.2 TitleThe title should be as concise as possible but shall nonetheless indicate, without ambiguity, the subject of a standard in a way that distinguishes the subject clearly from the subjects of other standards. The title shall not include details that might imply an unintentional limitation of the scope of the standard. However, if the standard pertains to a specific type of product, this fact should be reflected in the title.

6.3 PrefaceThe preface shall contain the required administrative information on the standard, including prior editions of the standard, superseded standards, and the CSA TC responsible for its content as well as the CSA Steering Committee under which the TC operates. The preface is prepared by CSA staff and is not subject to approval by the TC.

The preface may also include any significant changes from the previous edition and acknowledgement of contributing organizations or documents.

6.4 ScopeThe scope shall define comprehensively and without ambiguity the subject of the standard and the aspects of the subject covered. It shall be carefully formulated toa) ensure that the standard itself is as complete and precise as possible;b) define the limits of applicability of the standard and prevent any misapplications that might occur

in the course of implementing the standard in the field; andc) define specific exclusions, if known.Note: It is the users’ responsibility to judge the suitability of a standard for their particular purpose. A clear and complete statement of scope can reduce the opportunity for misapplication of a standard.

The scope shall not contain requirements.

6.5 Reference publicationsThe clause on reference publications shall include all publications that are referenced in the standard, including annexes.

6.6 DefinitionsDefinitions provided in the standard shall be limited to technical, ambiguous, and often used terms. Terms used in accordance with a standard dictionary need not be defined.

Consideration shall be given to using terms that are consistent with usage within the field and other related standards. Definitions shall only be provided to terms that appear in the standard, including annexes.

7 General requirements for standards

7.1 Measurements

7.1.1 International System of Units (SI)Standards should be written using the International System of Units (SI) in accordance with the ISO 80000 series (see ISO 80000-1 for common units of measure).Note: In some instances, imperial-based measures can be the basis for trade sizes referenced in a standard.

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7.1.2 Dual dimensionsAs a general rule, standards should not be written in dual dimensions. However, if a committee decides that dual dimensions are warranted in a standard (e.g., for industry, user, or historical reasons), the values given in SI units shall be the units of record for the purposes of the standard. The yard/pound units shall be given in parentheses and included for information and comparison only. A statement to this effect shall be included in the scope.

7.1.3 All-numeric dates and timesAll-numeric dates and times shall be expressed in accordance with ISO 8601.

7.2 Hazards

7.2.1 Use of cautionsConsideration shall be given to providing cautions against hazards that could be encountered by the following:a) people implementing the standard, e.g., in the course of conducting a test required by the

standard;b) end users of the product to which the standard applies; andc) anyone who can reasonably be expected to come in direct contact with the product.

Cautions should also be included to prevent possible misapplication or misuse and to anticipate secondary, less obvious risks. Cautions should be included in the standard as notes. Corrective actions or solutions shall not be included.

7.2.2 Risks from misuseWhen standards describe risks from misuse, unexpected or concealed hazards should be emphasized and instructions for safe use given. If use or misuse by children, seniors, or persons with disabilities is considered likely, the standard should provide that such additional risks should be brought to the user’s attention.

7.3 References to other publicationsMaterial incorporated into a standard by reference to another publication constitutes part of the body of provisions of the referencing standard. Care shall be taken to ensure that such references are accurate and appropriate. When such a reference is to be incorporated into a standard, the referenced publication shall be evaluated to ensure that the reference meets the need it is intended to address.

When the referenced publication offers alternatives (e.g., different test specimens, speeds, or methods), care shall be taken to ensure that the references are unambiguous and precise. Any documents referenced in the relevant parts of the referenced publication itself shall be reviewed to prevent inadvertent incorporation of inappropriate or conflicting provisions.

Referenced publications shall be reviewed each time a new edition of the referencing standard is prepared to ensure that the references are up to date, complete, and compatible with all of the other provisions of the referencing standard.

To prevent inadvertent conflicts or contradictory provisions, consideration shall be given to establishing liaison with committees or organizations responsible for the referenced publication.

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7.4 Patented itemsThe standard shall include a statement on the use of patented items (See Clause 4.4.6 of CSA-SDP-1). Drafts of standards submitted for public review shall include a statement inviting commenters to notify CSA of any relevant patent rights of which they are aware.

The wording of these statements shall be as specified in internal operating procedures.

7.5 Regulatory administrative provisionsA TC is not a regulatory body. Standards shall not include administrative provisions relative to regulatory bodies thata) pre-empt the responsibility of a regulatory authority; orb) permit exceptions or deviations involving a regulatory responsibility.Note: Such responsibility belongs to the regulatory authority itself and cannot be assigned by the standard.

Standards shall not require adherence to laws and regulations. If it is necessary to include administrative provisions in a standard, they may be included in an informative annex or note. Administrative provisions may also be published in informative guidance documents.

7.6 Certification provisions

7.6.1 Statement concerning certificationStandards intended for use in conformity assessment programs shall include a statement to that effect in the preface.

7.6.2 References to certificationStandards shall not include any provision that would require the TC’s approval or acceptance of the product or service covered by the standard.

Requirements for certification with regard to products, systems, or personnel should not be included in the normative text of a standard. A standard shall not include requirements for certification or approval by a specific organization or agency.

7.6.3 References to an effective dateThe effective date on which a standard will be applied is established by outside parties (e.g. authorities having jurisdiction, conformity assessment bodies, industry groups etc.) and should not be part of a standard.

7.7 Contractual provisionsA standard shall not include provisions of a contractual nature that are subject to agreement between buyer and seller, except where such provisions can be formulated in terms of choices. If such information is considered necessary, it should be included in an informative annex.

When a standard offers choices (e.g. sizes, ratings, classes) guidance should be provided by listing the choices to be made by the purchaser.

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8 Sampling and testing

8.1 Sampling

8.1.1 Sound statistical basisSampling procedures specified in a standard shall have a sound statistical basis that has been documented in the committee records.

8.1.2 Unit samplesThe unit sample (i.e., the minimum amount of material required to carry out conveniently all the tests in a standard) and the order of testing should be specified. The unit sample size can be minimized if the test sequence is such that specimens are first used for non-destructive tests or inspections and then for destructive tests.

8.1.3 Number of samplesThe number of samples to be tested to develop a test datum may be specified. Samples taken to develop a test datum shall be clearly differentiated from those to be taken for acceptance purposes. The minimum number of specimens to be tested for acceptance purposes may be specified in a standard if the committee can reliably determine a minimum sample quantity.

8.1.4 Appropriate sampling techniquesIf the method of selecting the sample or the time of sampling can materially affect the data, reference should be made to appropriate sampling techniques.

8.2 Testing

8.2.1 Test methodsTest methods shall be as simple as possible, provided that the data generated have the required degree of accuracy and precision.

Where appropriate, a standard test method should be used. Standard test methods should be incorporated by reference rather than by repetition or quotation.

8.2.2 Pass/fail criteriaWhenever possible, test provisions should clearly state, preferably in positive terms, the criteria that constitute a pass or a failure. The test method for determining the specified results shall be clearly defined. Where alternative test methods are acceptable, they should also be clearly defined or referenced.

8.2.3 Verification of test methodsBefore a test method is included in a standard, the committee should take whatever steps it deems necessary to establish the precision and accuracy of the method and to verify that it is a valid, applicable, and practicable approach. Such verification should bea) completed before a draft standard is submitted for technical approval; andb) documented in the committee records.

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8.2.4 Measurable characteristics and repeatabilityAll characteristics specified in the test provisions should be measurable using equipment and procedures that are clearly described or referenced in the standard. Each test method should have a known repeatability and reproducibility and be capable of providing data of the required precision and accuracy. Test methods shall be drafted clearly and in sufficient detail that qualified personnel in the same laboratory or another laboratory with appropriate facilities, using the method, equipment, and procedures specified in the standard for the product in question, can achieve results with the same precision and accuracy. The sequence of testing should be specified if it can influence the results.Note: Values for repeatability and reproducibility are usually best determined in a formal test program in which samples of a product are distributed to different laboratories and the results within each laboratory and among laboratories are analyzed statistically. If such programs are followed to produce values for repeatability and reproducibility, these data should be summarized and kept on file with the committee records. With “pass/fail” test criteria (see Clause 8.2.2), a precision and accuracy statement for the test method is not necessary.

8.2.5 Product variabilityWhen product variability is significant, e.g., in lumber or another naturally occurring material, a minimum requirement below which no test value shall fall and a minimum average below which no average of test values shall fall may be specified if appropriate.

8.2.6 HazardsHazards can be encountered in the course of conducting a test required by a standard. For guidance in drafting provisions to address such hazards, see Clause 7.2.

8.2.7 Process requirementsStandards covering requirements for a process (as distinct from a product) should define the controls to be applied to the key process elements, as well as the acceptance criteria for those elements, to ensure that the process has auditable methods and procedures in place and in use and that statistical process control is in use whenever appropriate.

9 Markings, packaging, and labelling

9.1 General

9.1.1 Cautions or warningsMarkings primarily used to provide cautions or warnings about a product shall be included. Such markings shall be determined by the committee based on who the users of the product are likely to be and their probable level of experience or expertise with it.

9.1.2 Marking methodsThe method, location, and permanence of markings and labels may be specified in a standard, which should also include provisions for the security and durability of the markings or labels (as applicable) when they are applied to the product or package.

Consideration should be given to the use of symbols or pictographs in markings and labels instead of words. Existing symbols or pictographs should be used and should be incorporated by reference rather than by reproduction as far as possible.

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9.1.3 Bilingual cautions or warningsWhen cautions or warnings are required by a standard, the standard shall provide them in both English and French. Other markings may be provided in English and French if deemed appropriate by the committee.

9.2 Markings

9.2.1 Critical markingsWhen choosing markings, particular attention should be paid toa) avoiding markings required by law;b) cautions necessary for correct installation or application;c) cautions necessary for safety parameters covered by the scope of the standard;d) languages to be used; ande) the standard(s) to which the product is manufactured.

9.2.2 Other markingsOther markings, if determined by the committee to be essential for the safe and effective use of the product, may includea) the manufacturer’s name, trade name, and/or trademark;b) the model, grade, type, etc.;c) the size, dimensions, rating, etc.;d) the batch or lot number;e) the date of manufacture; andf) the designation(s) of the standard(s) to which the product is manufactured.

9.3 Packaging and labellingA standard may include provisions for packaging and labelling if they are deemed necessary by the committee.Note: Packaging and labelling are used primarily to protect products and to provide additional product identification or safety information.

Care should be taken when specifying provisions for packaging to ensure that the packaging itself, when used as intended, does not present a hazard or introduce the risk of damage to the product (e.g., during packaging or opening).

10 InstructionsWhen appropriate, a standard shall include provisions on instructions for the assembly, installation, use, maintenance, and disposal of a product or material. The committee shall determinea) whether such instructions are necessary;b) the minimum information to be included in the instructions; andc) whether the instructions should be supplied with the product at the point of sale and, if so, by

what means (e.g., on the product itself, on the package, or in pamphlets or booklets packaged with the product).

If a product needs to be installed or maintained by an expert, this should be clearly stated unless it is common knowledge that expert installation or maintenance is required.

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When it is practicable and likely that do-it-yourself installation or maintenance will be performed, consideration should be given to including instructions with the product so that such installation or maintenance can be done properly.

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