IEC/IEEE 82079-1:2019
(Main)Preparation of information for use (instructions for use) of products — Part 1: Principles and general requirements
Preparation of information for use (instructions for use) of products — Part 1: Principles and general requirements
IEC/IEEE 82079-1:2019 is jointly developed and published by IEC, IEEE, and ISO and provides general principles and detailed requirements for the design and formulation of all types of instructions for use that will be necessary or helpful for users of products of all kinds, ranging from a tin of paint to large or highly complex products, such as large industrial machinery, turnkey based plants or buildings. IEC/IEEE 82079-1:2019 cancels and replaces the first edition IEC 82079-1:2012. This edition constitutes a technical revision. It includes the following significant technical changes with respect to the previous edition: a) The structure of this document has been rearranged in order to facilitate application of the standard and to make it easier to find information. Where possible, the language has been simplified. b) Information for use is introduced as a generic term. Instructions for use is a synonym for information for use. Step-by-step instructions is used as a subset of information for use. c) Clause 5 (principles) is revised and focuses on the purpose of information for use, the quality of information and the process for management of information. d) The process for preparation of information for use is integrated in the normative part and addressed comprehensively. e) Empirical methods for the evaluation of information for use are described in the normative part. f) The professional competencies needed for the preparation of information for use are addressed more comprehensively. g) Some aspects have been added to general requirements for information for use for complex systems of systems. h) Consideration is given to instructions for self-assembly products. i) An informative annex providing guidance on the fulfilment of specified requirements is introduced. This horizontal standard is primarily intended for use by technical committees in the preparation of standards in accordance with the principles laid down in IEC Guide 108. One of the responsibilities of a technical committee is, wherever applicable, to make use of horizontal standards in the preparation of its publications. The contents of this horizontal standard will not apply unless specifically referred to or included in the relevant publications.
Élaboration des informations d'utilisation (instructions d'utilisation) des produits — Partie 1: Principes et exigences générales
L'IEC/IEEE 82079-1:2019 est développée et publiée conjointement par l'IEC, l'IEEE et l'ISO et fournit les principes généraux et les exigences détaillées pour la conception et la formulation de tous les types d'instructions d'utilisation, qui seront nécessaires ou utiles pour les utilisateurs de produits de toutes sortes, du pot de peinture aux produits de grande taille ou très complexes, comme les grandes machines industrielles, les usines ou les bâtiments clés en main. IEC/IEEE 82079-1:2019 annule et remplace la première édition IEC 82079-1:2012. Cette édition constitue une révision technique. Elle inclut les modifications techniques majeures suivantes par rapport à l'édition précédente: a) La structure du présent document a été réorganisée afin de faciliter l'application de la norme et la recherche de l'information. Le langage utilisé a été simplifié dans toute la mesure du possible. b) Les informations d'utilisation sont introduites en tant que terme générique. Les instructions d'utilisation et les informations d'utilisation sont synonymes. Les instructions étape par étape sont utilisées comme un sous-ensemble des informations d'utilisation. c) L'Article 5 (Principes) révisé porte sur l'objet des informations pour l'utilisation, la qualité des informations et le processus de gestion des informations. d) Le processus d'établissement des informations d'utilisation est intégré dans la partie normative et traité de manière exhaustive. e) Les méthodes empiriques d'évaluation des informations d'utilisation sont décrites dans la partie normative. f) Les aptitudes professionnelles nécessaires pour l'établissement des informations d'utilisation sont traitées de manière plus complète. g) Certains aspects ont été ajoutés aux exigences générales concernant les informations d'utilisation relatives aux systèmes complexes de réseaux. h) Les instructions relatives aux produits en kit sont prises en considération. i) Une annexe informative fournissant des recommandations pour la satisfaction aux exigences spécifiées est introduite. Cette norme horizontale est essentiellement destinée à l'usage des comités d'études dans la préparation des normes, conformément aux principes établis dans le Guide 108 de l'IEC. Une des responsabilités d'un comité d'études est, partout où cela est possible, de se servir des normes horizontales lors de la préparation de ses publications. Le contenu de cette norme horizontale ne s'appliquera pas, à moins qu'il ne soit spécifiquement désigné ou inclus dans les publications concernées.
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IEC/IEEE 82079-1
Edition 2.0 2019-05
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
HORIZONTAL STANDARD
NORME HORIZONTALE
Preparation of information for use (instructions for use) of products –
Part 1: Principles and general requirements
Élaboration des informations d'utilisation (instructions d'utilisation) des
produits –
Partie 1: Principes et exigences générales
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form
or by any means, electronic or mechanical, including photocopying and microfilm, without permission in writing from
IEC, or IEEE at the respective address given below.
IEC Central Office Institute of Electrical and Electronics Engineers, Inc.
3, rue de Varembé 3 Park Avenue
CH-1211 Geneva 20 New York, NY 10016-5997
Switzerland United States of America
Tel.: +41 22 919 02 11 stds.info@ieee.org
info@iec.ch www.ieee.org
www.iec.ch
About the IEC
The International Electrotechnical Commission (IEC) is the leading global organization that prepares and publishes
International Standards for all electrical, electronic and related technologies.
About IEC publications
The technical content of IEC publications is kept under constant review by the IEC. Please make sure that you have the
latest edition, a corrigendum or an amendment might have been published.
IEC publications search - webstore.iec.ch/advsearchform Electropedia - www.electropedia.org
The advanced search enables to find IEC publications by a The world's leading online dictionary on electrotechnology,
variety of criteria (reference number, text, technical containing more than 22 000 terminological entries in English
committee,…). It also gives information on projects, replaced and French, with equivalent terms in 16 additional languages.
and withdrawn publications. Also known as the International Electrotechnical Vocabulary
(IEV) online.
IEC Just Published - webstore.iec.ch/justpublished
Stay up to date on all new IEC publications. Just Published IEC Glossary - std.iec.ch/glossary
details all new publications released. Available online and 67 000 electrotechnical terminology entries in English and
once a month by email. French extracted from the Terms and Definitions clause of
IEC publications issued since 2002. Some entries have been
IEC Customer Service Centre - webstore.iec.ch/csc collected from earlier publications of IEC TC 37, 77, 86 and
If you wish to give us your feedback on this publication or CISPR.
need further assistance, please contact the Customer Service
Centre: sales@iec.ch.
A propos de l'IEC
La Commission Electrotechnique Internationale (IEC) est la première organisation mondiale qui élabore et publie des
Normes internationales pour tout ce qui a trait à l'électricité, à l'électronique et aux technologies apparentées.
A propos des publications IEC
Le contenu technique des publications IEC est constamment revu. Veuillez vous assurer que vous possédez l’édition la
plus récente, un corrigendum ou amendement peut avoir été publié.
Recherche de publications IEC - Electropedia - www.electropedia.org
webstore.iec.ch/advsearchform Le premier dictionnaire d'électrotechnologie en ligne au
La recherche avancée permet de trouver des publications IEC monde, avec plus de 22 000 articles terminologiques en
en utilisant différents critères (numéro de référence, texte, anglais et en français, ainsi que les termes équivalents dans
comité d’études,…). Elle donne aussi des informations sur les 16 langues additionnelles. Egalement appelé Vocabulaire
projets et les publications remplacées ou retirées. Electrotechnique International (IEV) en ligne.
IEC Just Published - webstore.iec.ch/justpublished Glossaire IEC - std.iec.ch/glossary
Restez informé sur les nouvelles publications IEC. Just 67 000 entrées terminologiques électrotechniques, en anglais
Published détaille les nouvelles publications parues. et en français, extraites des articles Termes et Définitions des
Disponible en ligne et une fois par mois par email. publications IEC parues depuis 2002. Plus certaines entrées
antérieures extraites des publications des CE 37, 77, 86 et
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Si vous désirez nous donner des commentaires sur cette
publication ou si vous avez des questions contactez-nous:
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IEC/IEEE 82079-1
Edition 2.0 2019-05
INTERNATIONAL
STANDARD
NORME
colour
INTERNATIONALE
inside
HORIZONTAL STANDARD
NORME HORIZONTALE
Preparation of information for use (instructions for use) of products –
Part 1: Principles and general requirements
Élaboration des informations d'utilisation (instructions d'utilisation) des
produits –
Partie 1: Principes et exigences générales
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 01.110; 29.020 ISBN 978-2-8322-6835-3
– 2 – IEC/IEEE 82079-1:2019
© IEC/IEEE 2019
CONTENTS
FOREWORD . 6
INTRODUCTION . 9
1 Scope . 11
2 Normative references . 12
3 Terms and definitions . 13
4 Fulfilment of requirements for information for use . 19
4.1 General . 19
4.2 Evaluation of information for use of consumer products . 19
4.3 Documentary evidence of evaluation . 19
5 Principles . 20
5.1 General . 20
5.2 Purpose of information for use . 20
5.2.1 General . 20
5.2.2 Information for use as part of the product . 20
5.2.3 Target audiences' orientation . 20
5.2.4 Safe use of the supported product . 20
5.2.5 Product's compliance through information for use . 20
5.3 Information quality . 21
5.3.1 General . 21
5.3.2 Completeness . 21
5.3.3 Minimalism . 21
5.3.4 Correctness . 21
5.3.5 Conciseness . 21
5.3.6 Consistency . 22
5.3.7 Comprehensibility . 22
5.3.8 Accessibility. 22
5.4 Use of repeatable processes . 22
6 Information management process . 23
6.1 General . 23
6.2 Analysis and planning of information . 23
6.2.1 General analysis . 23
6.2.2 Target audiences . 24
6.2.3 Media . 24
6.2.4 Languages . 25
6.2.5 Information sources . 25
6.2.6 Information sustainment . 25
6.2.7 Risk management . 26
6.2.8 Contractual agreements and legal constraints. 26
6.2.9 Project management and control . 26
6.2.10 Configuration management . 26
6.2.11 Human resource management . 27
6.2.12 Quality assurance . 27
6.3 Design and development, including review, editing, and testing . 27
6.3.1 General . 27
6.3.2 Design, information gathering and development. 27
6.3.3 Reviewing, editing and testing . 28
© IEC/IEEE 2019
6.4 Production and distribution. 29
6.5 Sustainment, maintenance and improvement . 29
7 Content of information for use . 29
7.1 General . 29
7.2 Identifiers . 30
7.2.1 Identification of information for use . 30
7.2.2 Identification of the supported product . 30
7.2.3 Identification of the supplier . 30
7.3 Importance of retaining printed information for use . 30
7.4 Presentational conventions . 31
7.5 Terminology . 31
7.6 Acronyms, abbreviations and technical terms . 31
7.7 Explanation of safety signs, graphical symbols and markings . 31
7.8 Product description . 32
7.8.1 General description . 32
7.8.2 Visualization . 32
7.8.3 Specifications . 32
7.9 Supplied accessories, consumables and spare parts. 32
7.9.1 Accessories supplied with the product . 32
7.9.2 Consumables . 33
7.9.3 Spare parts . 33
7.10 Information for use needed during the lifetime of the supported product . 33
7.10.1 General . 33
7.10.2 Re-packaging of the supported product . 33
7.10.3 Transportation and storage of the supported product . 33
7.10.4 Installation of the supported product . 34
7.10.5 Commissioning of the supported product . 34
7.10.6 Modification of the supported product . 34
7.10.7 Operation of the supported product . 34
7.10.8 Indications of faults and warning device signals of the supported
product . 35
7.10.9 Meanings of signals of the supported product . 36
7.10.10 Maintenance of the supported product by non-skilled and skilled
persons .
...
IEC/IEEE 82079-1
Edition 2.0 2019-05
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
HORIZONTAL STANDARD
NORME HORIZONTALE
Preparation of information for use (instructions for use) of products –
Part 1: Principles and general requirements
Élaboration des informations d'utilisation (instructions d'utilisation) des
produits –
Partie 1: Principes et exigences générales
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form
or by any means, electronic or mechanical, including photocopying and microfilm, without permission in writing from
IEC, or IEEE at the respective address given below.
IEC Central Office Institute of Electrical and Electronics Engineers, Inc.
3, rue de Varembé 3 Park Avenue
CH-1211 Geneva 20 New York, NY 10016-5997
Switzerland United States of America
Tel.: +41 22 919 02 11 stds.info@ieee.org
info@iec.ch www.ieee.org
www.iec.ch
About the IEC
The International Electrotechnical Commission (IEC) is the leading global organization that prepares and publishes
International Standards for all electrical, electronic and related technologies.
About IEC publications
The technical content of IEC publications is kept under constant review by the IEC. Please make sure that you have the
latest edition, a corrigendum or an amendment might have been published.
IEC publications search - webstore.iec.ch/advsearchform Electropedia - www.electropedia.org
The advanced search enables to find IEC publications by a The world's leading online dictionary on electrotechnology,
variety of criteria (reference number, text, technical containing more than 22 000 terminological entries in English
committee,…). It also gives information on projects, replaced and French, with equivalent terms in 16 additional languages.
and withdrawn publications. Also known as the International Electrotechnical Vocabulary
(IEV) online.
IEC Just Published - webstore.iec.ch/justpublished
Stay up to date on all new IEC publications. Just Published IEC Glossary - std.iec.ch/glossary
details all new publications released. Available online and 67 000 electrotechnical terminology entries in English and
once a month by email. French extracted from the Terms and Definitions clause of
IEC publications issued since 2002. Some entries have been
IEC Customer Service Centre - webstore.iec.ch/csc collected from earlier publications of IEC TC 37, 77, 86 and
If you wish to give us your feedback on this publication or CISPR.
need further assistance, please contact the Customer Service
Centre: sales@iec.ch.
A propos de l'IEC
La Commission Electrotechnique Internationale (IEC) est la première organisation mondiale qui élabore et publie des
Normes internationales pour tout ce qui a trait à l'électricité, à l'électronique et aux technologies apparentées.
A propos des publications IEC
Le contenu technique des publications IEC est constamment revu. Veuillez vous assurer que vous possédez l’édition la
plus récente, un corrigendum ou amendement peut avoir été publié.
Recherche de publications IEC - Electropedia - www.electropedia.org
webstore.iec.ch/advsearchform Le premier dictionnaire d'électrotechnologie en ligne au
La recherche avancée permet de trouver des publications IEC monde, avec plus de 22 000 articles terminologiques en
en utilisant différents critères (numéro de référence, texte, anglais et en français, ainsi que les termes équivalents dans
comité d’études,…). Elle donne aussi des informations sur les 16 langues additionnelles. Egalement appelé Vocabulaire
projets et les publications remplacées ou retirées. Electrotechnique International (IEV) en ligne.
IEC Just Published - webstore.iec.ch/justpublished Glossaire IEC - std.iec.ch/glossary
Restez informé sur les nouvelles publications IEC. Just 67 000 entrées terminologiques électrotechniques, en anglais
Published détaille les nouvelles publications parues. et en français, extraites des articles Termes et Définitions des
Disponible en ligne et une fois par mois par email. publications IEC parues depuis 2002. Plus certaines entrées
antérieures extraites des publications des CE 37, 77, 86 et
Service Clients - webstore.iec.ch/csc CISPR de l'IEC.
Si vous désirez nous donner des commentaires sur cette
publication ou si vous avez des questions contactez-nous:
sales@iec.ch.
IEC/IEEE 82079-1
Edition 2.0 2019-05
INTERNATIONAL
STANDARD
NORME
colour
INTERNATIONALE
inside
HORIZONTAL STANDARD
NORME HORIZONTALE
Preparation of information for use (instructions for use) of products –
Part 1: Principles and general requirements
Élaboration des informations d'utilisation (instructions d'utilisation) des
produits –
Partie 1: Principes et exigences générales
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 01.110; 29.020 ISBN 978-2-8322-6835-3
– 2 – IEC/IEEE 82079-1:2019
© IEC/IEEE 2019
CONTENTS
FOREWORD . 6
INTRODUCTION . 9
1 Scope . 11
2 Normative references . 12
3 Terms and definitions . 13
4 Fulfilment of requirements for information for use . 19
4.1 General . 19
4.2 Evaluation of information for use of consumer products . 19
4.3 Documentary evidence of evaluation . 19
5 Principles . 20
5.1 General . 20
5.2 Purpose of information for use . 20
5.2.1 General . 20
5.2.2 Information for use as part of the product . 20
5.2.3 Target audiences' orientation . 20
5.2.4 Safe use of the supported product . 20
5.2.5 Product's compliance through information for use . 20
5.3 Information quality . 21
5.3.1 General . 21
5.3.2 Completeness . 21
5.3.3 Minimalism . 21
5.3.4 Correctness . 21
5.3.5 Conciseness . 21
5.3.6 Consistency . 22
5.3.7 Comprehensibility . 22
5.3.8 Accessibility. 22
5.4 Use of repeatable processes . 22
6 Information management process . 23
6.1 General . 23
6.2 Analysis and planning of information . 23
6.2.1 General analysis . 23
6.2.2 Target audiences . 24
6.2.3 Media . 24
6.2.4 Languages . 25
6.2.5 Information sources . 25
6.2.6 Information sustainment . 25
6.2.7 Risk management . 26
6.2.8 Contractual agreements and legal constraints. 26
6.2.9 Project management and control . 26
6.2.10 Configuration management . 26
6.2.11 Human resource management . 27
6.2.12 Quality assurance . 27
6.3 Design and development, including review, editing, and testing . 27
6.3.1 General . 27
6.3.2 Design, information gathering and development. 27
6.3.3 Reviewing, editing and testing . 28
© IEC/IEEE 2019
6.4 Production and distribution. 29
6.5 Sustainment, maintenance and improvement . 29
7 Content of information for use . 29
7.1 General . 29
7.2 Identifiers . 30
7.2.1 Identification of information for use . 30
7.2.2 Identification of the supported product . 30
7.2.3 Identification of the supplier . 30
7.3 Importance of retaining printed information for use . 30
7.4 Presentational conventions . 31
7.5 Terminology . 31
7.6 Acronyms, abbreviations and technical terms . 31
7.7 Explanation of safety signs, graphical symbols and markings . 31
7.8 Product description . 32
7.8.1 General description . 32
7.8.2 Visualization . 32
7.8.3 Specifications . 32
7.9 Supplied accessories, consumables and spare parts. 32
7.9.1 Accessories supplied with the product . 32
7.9.2 Consumables . 33
7.9.3 Spare parts . 33
7.10 Information for use needed during the lifetime of the supported product . 33
7.10.1 General . 33
7.10.2 Re-packaging of the supported product . 33
7.10.3 Transportation and storage of the supported product . 33
7.10.4 Installation of the supported product . 34
7.10.5 Commissioning of the supported product . 34
7.10.6 Modification of the supported product . 34
7.10.7 Operation of the supported product . 34
7.10.8 Indications of faults and warning device signals of the supported
product . 35
7.10.9 Meanings of signals of the supported product . 36
7.10.10 Maintenance of the supported product by non-skilled and skilled
persons .
...
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