GB/T 9969-2008_English: PDF (GB/T9969-2008)
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General principles for preparation of instructions for use of industrial products
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(Industrial Product Manual. General)
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General principles for preparation of instructions for use of industrial products
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Standard ID | GB/T 9969-2008 (GB/T9969-2008) | Description (Translated English) | General principles for preparation of instructions for use of industrial products | Sector / Industry | National Standard (Recommended) | Classification of Chinese Standard | A12 | Classification of International Standard | 01.110 | Word Count Estimation | 10,196 | Date of Issue | 2008-11-13 | Date of Implementation | 2009-05-01 | Older Standard (superseded by this standard) | GB 9969.1-1998 | Quoted Standard | GB 5296.1-1997 | Drafting Organization | China National Institute of Standardization | Administrative Organization | National Standardization Technical Committee Service | Regulation (derived from) | Announcement of Newly Approved National Standards No. 19, 2008 (No. 132 overall) | Proposing organization | National Standardization Technical Committee Service | Issuing agency(ies) | Administration of Quality Supervision, Inspection and Quarantine of People's Republic of China; Standardization Administration of China | Summary | This standard specifies: Industrial Product Manual (hereinafter referred to as manual) basic requirements and preparation methods. This standard applies to the preparation of non-consumer goods industrial product manual. This standard is also applicable to other forms use. Note: The manual prepared by the Consumer GB 5296. 1-1997 "Consumer use General" implementation. | Standard ID | GB 9969.1-1998 (GB9969.1-1998) | Description (Translated English) | General principles for preparation of instructions for use of industrial products | Sector / Industry | National Standard | Classification of Chinese Standard | A12 | Classification of International Standard | 1.11 | Word Count Estimation | 7,781 | Date of Issue | 1998/3/25 | Date of Implementation | 1998/10/1 | Older Standard (superseded by this standard) | GB 9969.1-1988 | Quoted Standard | GB/T 1.1-1993; GB 5296.1-1997 | Adopted Standard | ISO/IEC GUIDE 37, NEQ | Regulation (derived from) | Announcement of Newly Approved National Standards No. 19, 2008 (No. 132 overall | Proposing organization | China Standardization and Information Classification and Coding Institute | Issuing agency(ies) | State Bureau of Technical Supervision | Summary | This Standard specifies industrial products and preparation methods using the basic requirements of the specification. This Standard is applicable to the preparation of non-consumer goods, industrial products manual. | Standard ID | GB 9969-1988 (GB9969-1988) | Description (Translated English) | (Industrial Product Manual. General) | Sector / Industry | National Standard | Classification of Chinese Standard | A12 | Date of Issue | 1988/10/1 |
GB/T 9969-2008
GB
NATIONAL STANDARD OF THE
PEOPLE’S REPUBLIC OF CHINA
ICS 01.110
A 12
Replacing GB 9969.1-1998
General principles for preparation of instructions for
use of industrial products
ISSUED ON: NOVEMBER 13, 2008
IMPLEMENTED ON: MAY 01, 2009
Issued by: General Administration of Quality Supervision, Inspection and
Quarantine of PRC;
Standardization Administration of PRC.
Table of Contents
Foreword ... 3
1 Scope ... 5
2 Normative references ... 5
3 Basic requirements ... 5
4 Compilation requirements ... 7
4.1 Text, language ... 7
4.2 The principle of expression ... 7
4.3 Figures, tables, symbols, terms ... 8
4.4 Table of contents (Index table) ... 9
4.5 Printing ... 9
4.6 Text ... 10
4.7 Safety warning ... 10
4.8 Layout of contents ... 11
Appendix A (Normative) The main content of the instruction for use ... 12
General principles for preparation of instructions for
use of industrial products
1 Scope
This standard specifies the basic requirements and preparation methods of
instructions for use of industrial products (hereinafter referred to as instructions
for use).
This standard applies to the preparation methods of instructions for use of
industrial products for non-consumer products.
This standard can also be applied to other forms of instructions for use.
Note: The preparation of instructions for uses of consumer products shall be
implemented in accordance with GB 5296.1-1997 "Instructions for use of
products of consumer interest - General principles".
2 Normative references
The provisions in following documents become the provisions of this Standard
through reference in this Standard. For the dated references, the subsequent
amendments (excluding corrections) or revisions do not apply to this Standard;
however, parties who reach an agreement based on this Standard are
encouraged to study if the latest versions of these documents are applicable.
For undated references, the latest edition of the referenced document applies.
GB 5296.1-1997 Instructions for use of products of consumer interest -
General principles
3 Basic requirements
3.1 The instruction for use is an essential part of the delivered product.
3.2 The contents of the instruction for use shall be concise, accurate, easy to
read and understand; the instruction for use shall not be used to shield the
design defects.
3.3 The instruction for use shall clearly state the purpose and scope of
application of the product; give the main structure, performance, model,
specification and correct lifting, installation, use, operation, repair, maintenance
and storage methods, according to the characteristics and needs of the product,
as well as the safety measures to protect operators and products. See Appendix
A for details. If necessary, installation and maintenance instructions can be
provided.
3.4 The instruction for use shall provide necessary contents on environmental
protection and energy conservation.
3.5 For products that are flammable, explosive, toxic, corrosive, radioactive,
etc., the instructions for use shall include precautions, protective measures,
emergency handling methods in the event of an accident.
3.6 When the product structure and performance are changed, the relevant
content of the instruction for use must be revised in time, according to the
prescribed procedures. The producer (using the concept in the quality law) shall
provide the user, with instructions corresponding to the product.
3.7 The instruction for use can be prepared according to the product model, or
according to the product series and complete sets of products. When compiling
by series and complete sets of products, the parts, which have different
contents and parameters, must be clearly distinguished.
For complex products and complete sets of equipment, it may prepare the
instruction for uses, according to functional units and complete machines; then
combine them into a systematic instruction for uses, according to product model
and purpose. When necessary, it may provide a complete set of document lists.
The instruction for use shall clearly specify the product; explain the model, style
or type of the product. It shall not cause the inconsistency between the
instructions for use, as held by the user, and the product, which is actually used,
due to the confusion between a model and its improved model, between two
different models (no matter how small the difference is), or between different
specifications under the same model.
3.8 For metallurgy, minerals, building materials, chemicals and other raw
material products and components, as well as other products which support the
main machine factory, if the product manuals and other technical documents
can meet the user's needs for the instructions, they can be used in place of the
instructions for use.
3.9 For the products, which require safety restrictions OR have an effective
period, it shall provide the date of production and the expiry date of the product.
3.10 It shall indicate the publication date or version of the instruction for use.
shall comply with the latest national laws, regulations and relevant standards;
meanwhile it shall be consistent. The terms, which need explanation, shall be
defined.
4.3.4 Illustrations, symbols, abbreviations shall be noted, when they first appear
in the instruction for use.
4.4 Table of contents (Index table)
4.4.1 When the instruction for use is more than one page (including the folded
form), each page shall be numbered. When the number of pages of loose-leaf
materials, manuals, etc. exceeds 4 pages, there shall be a table of contents
(index table).
4.4.2 When the instruction for use is long, an index of keywords shall be given,
in the order of Chinese Pinyin; the index shall be included in the table of
contents.
4.4.3 The instructions for use of complex products or complete sets of
equipment, which is composed of functional units and complete machines, shall
have a general table of contents. The instructions for use of each functional unit
and the complete machine shall have a detailed table of contents.
4.5 Printing
4.5.1 The printed materials of the instruction for use shall be strong and durable;
it can ensure the usability of the instruction for use, during the life of the product.
4.5.2 The text, symbols, diagrams, tables, photos, etc. of the instruction for use
shall be clear and tidy. If it is printed on both sides, the reading shall not be
affected, by reasons such as back-through.
4.5.3 The cover of the instruction for use shall have a name, which can
accurately identify the product type (such as product model, designation, series,
etc.), the product name, the words "Instruction for use". Meanwhile, it shall have
the name of the manufacturer (factory name).
4.5.4 The manufacturer's detailed address, postal code, telephone number, etc.
must be included on the back or inside the back cover, of the instruction for use.
4.5.5 Photos, graphics, trademarks or other certification marks are allowed to
be printed on the cover.
4.6 Text
4.6.1 The format of the manual can be A4 or other format sizes.
4.6.2 Figures, tables, etc., are allowed to be lengthened horizontally; they may
also be lengthened vertically, if necessary.
4.6.3 The instruction for use can be single page, folded page, multiple pages,
according to the content. Multiple pages shall be bound into a book.
4.7 Safety warning
4.7.1 The instruction for use shall give safety warnings for safety-related content.
4.7.2 The content of the safety warning shall be represented by a larger font
size or a different font, AND be emphasized by special symbols or colors.
4.7.3 In order to achieve the best results, the following points shall be
considered, in the format and compilation of safety warnings:
- The content and illustrations shall be concise;
- The location, content, form of safety warnings shall be eye-catching;
- Ensure that the user can see the danger warning from the place of use,
when using the product normally;
- Explanation of the nature of the hazard (if necessary, explanation of the
cause of the hazard);
- Give clear instructions on how to operate correctly;
- Give clear instructions on how to avoid danger;
- The language, graphic symbols, illustrations used shall be clear and
accurate;
- If safety and health instructions are required at the same time, safety
instructions shall be given priority;
- Remember that frequent repetition of warnings and false warnings will
weaken the effectiveness of necessary warnings.
4.7.4 When reminding users, the safety warning title of the instruction for use
shall use the following grading methods AND warning words, according to the
different levels of danger:
Appendix A
(Normative)
The main content of the instruction for use
A.1 Overview
a) Product features;
b) Main purpose and scope of application (including non-applicable scope, if
necessary);
c) Types and specifications;
d) The composition of the model AND its representative meaning;
e) Use environmental conditions;
f) Working conditions;
g) The impact on the environment and energy;
h) Safety.
A.2 Precautions on safe use
a) Safe use period, production date, validity period;
b) The safe use method under general conditions;
c) The use method which may have error OR misuse;
d) Hazards that may be caused by incorrect use and operation;
e) Emergency measures under abnormal conditions;
f) Precautions under special circumstances (power failure, movement, etc.);
g) Other safety warnings.
A.3 Structural features and working principle
a) The overall structure and its working principle, working characteristics;
b) The structure, function and working principle of main components or
functional units;
c) The electromechanical connection between each unit structure, the
working principle of the system, the fault alarm system;
d) The functional structure of the auxiliary device AND its working principle
and working characteristics.
A.4 Technical characteristics
a) Main performance;
b) Main parameters.
A.5 Size and weight
a) Outline and installation dimensions (separable);
b) Weight.
A.6 Installation, adjustment (or debugging)
a) Equipment foundation, installation conditions, technical requirements for
installation;
b) Installation procedures, methods, precautions;
c) Adjustment (or debugging) procedures, methods, precautions;
d) The acceptance test items, methods, judgment basis after installation and
adjustment (or debugging);
e) Preparation before trial run, trial run start, trial run.
A.7 Use and operation
a) Preparation and inspection before use;
b) Safety and safety protection, safety signs, instructions before and during
use;
c) Operating procedures, methods, precautions, easy-to-occur error
operations and preventive measures, during startup and operation;
d) Monitoring and recording during operation;
e) Operating procedures, methods and precautions for shutdown.
A.8 Fault analysis and elimination
a) Fault phenomenon;
b) Cause analysis;
......
GB 9969.1-1998
GB
NATIONAL STANDARD OF THE
PEOPLE’S REPUBLIC OF CHINA
ICS 01.110
A 12
Replacing GB 9969.1-88
General principles for preparation of instructions for use of
industrial products
ISSUED ON: MARCH 25, 1998
IMPLEMENTED ON: OCTOBER 01, 1998
Issued by: State Bureau of Technical Supervision
Replaced
Table of Contents
Foreword ... 3
1 Scope ... 4
2 Normative references ... 4
3 Basic requirements ... 4
4 Preparation of instructions for use ... 6
Appendix A (Normative) Main contents of the instructions for use ... 11
General principles for preparation of instructions for use of
industrial products
1 Scope
This standard stipulates the basic requirements and preparation methods of instructions
for use of industrial products (hereinafter referred to as instructions for use).
This standard is applicable to the preparation of instructions for use of non-consumable
industrial products.
Note: The preparation of instructions for use of industrial products is carried out in accordance
with GB 5296.1-1997 "Instructions for use of products of consumer interest - General
principles".
2 Normative references
Clauses contained in the following standards constitute the clauses of this standard by
being quoted in this standard. At the time of publication, the editions indicated were
valid. All standards are subject to revision, and parties using this standard shall explore
the possibility of using the latest editions of the standards listed below.
GB/T 1.1-1993 Directives for the work of standardization - Unit 1: Drafting and
presentation of standards - Part 1: General rules for drafting standards
GB 5296.1-1997 Instructions for use of products of consumer interest - General
principles
3 Basic requirements
3.1 Instructions for use must be prepared when necessary. The instructions for use are
an integral part of the delivered product.
3.2 The instructions for use shall clearly state the purpose and scope of application of
the product, meanwhile give the main structure, performance, type, specification,
methods of correct lifting, installation, use, operation, maintenance, service, storage
according to the characteristics and needs of the product, as well as the safety measures
to protect operators and products. See Appendix A (Normative) for details.
3.3 For products related to the environment and energy, the instructions for use shall
specify the necessary content on environmental protection and energy conservation.
3.4 For products that are flammable, explosive, toxic, corrosive, or radioactive, the
instructions for use shall include precautions, protective measures, emergency
treatment methods in case of accidents.
3.5 When the product structure, performance, etc. are changed, the relevant content of
the instructions for use must be revised, in a timely manner according to the prescribed
procedures. Manufacturers shall provide users with instructions for use corresponding
to the products.
3.6 The instructions for use can be prepared, according to the product model, OR
according to the product series and complete sets of products. When compiling by series
and complete sets of products, the parts with different contents and parameters must be
clearly distinguished.
For complex products and complete sets of equipment, instructions for use can be
prepared separately for functional units and complete machines, then combined into
system instructions for use, according to product models and uses.
3.7 For the material products, such as metallurgy, minerals, building materials,
chemicals, as well as components and other products used in supporting OEM, if the
technical documents such as quality certificates and product manuals can meet the
needs of users for the instructions for use, they can be used instead of the instructions
for use.
3.8 For products that require safety restrictions or have a valid period, it shall provide
the production date, validity period and storage period of the product.
3.9 The publication date of the instructions for use shall be indicated (4.10 in GB
5296.1-1997).
3.10 The instructions for use shall be consistent with the information about the same
product, which is issued by the producer and manufacturer, such as the content on the
advertisement or package (4.11 in GB 5296.1-1997).
3.11 When necessary, it shall be marked on the package or the cover of the instructions
for use: "Please read the instructions for use before installing and using the product"
(4.12 in GB 5296.1-1997).
3.12 The instructions for use shall indicate the serial number of the standard
implemented by the product AND the production license number; the certification mark
may be marked.
4 Preparation of instructions for use
4.1 Text, language
4.1.1 Industrial products for domestic users must provide instructions for uses in
Chinese. Instructions for use, in Chinese and other languages, can also be provided as
needed. At this time, the position of the Chinese instructions shall be eye-catching and
prominent.
4.1.2 Industrial products for export must provide instructions for use, which are written
in the official language of the sales area. When it is necessary to provide instructions
for use in more than one language, the various languages shall be clearly distinguished.
4.1.3 The instructions for use shall use the simplified Chinese characters, which are
officially promulgated and implemented by the State Council. For the instructions for
uses for products, which are sold abroad or in Macao and Taiwan, traditional Chinese
characters can be used, if required by users.
4.1.4 When the instructions for use is translated from one language to another language,
authoritative language experts and technical experts shall complete the whole process
of translation, including review (8.6.5 in GB 5296.1-1997).
4.1.5 See 4.7.2, for the wording requirements on safety content in the instructions for
use.
4.2 Principles of expression
4.2.1 The expression of the content of the instructions for use shall be scientific,
reasonable, in line with the operating procedures, so that users can quickly understand
and master it. For example: Instructions for use of fire extinguishers must ensure that
readers can understand and use them, in the shortest possible time.
4.2.2 For complex operating procedures, the instructions for use shall use diagrams,
charts, operating procedure diagrams to illustrate, so as to help users master it smoothly.
4.2.3 For the instructions for use of a product, which has several different and
independent functions, the basic and common functions of the product shall be
introduced first, then other functions shall be introduced.
4.2.4 Instructions for use shall try to imagine the problems that users may encounter,
such as the problems that the product may encounter at different times (seasons),
different locations, different environmental conditions, so as to provide prevention and
solutions.
4.2.5 Concise titles and notes shall be used, to help users quickly find what they need.
4.5 Printing
4.5.1 The printed materials of the instructions for use shall be strong and durable, which
can ensure the availability of the instructions for use within the product life cycle.
4.5.2 The instructions for use for mass-produced stereotyped products shall generally
be printed with offset or lead printing.
4.5.3 The text, symbols, figures, tables, photos, etc. of the instructions for use shall be
clear and neat. If it is printed on both sides, the reading shall not be affected by reasons,
such as see-through.
4.5.4 The cover of the instructions for use shall have a name that can accurately identify
the product type (such as product model, designation, series, etc.), product name, words
of "instructions for use". Meanwhile, there shall be the name of the production or
manufacturing enterprise (factory name). In the instructions for use of the export
product, the word "People's Republic of China" shall be added before the name of the
enterprise.
4.5.5 The instructions for use must have the detailed address, zip code, telephone
number of the manufacturer, on the back cover or inside cover.
4.5.6 It is allowed to print photos, graphics, approved marks (such as registered
trademarks, factory logos, etc.) on the cover.
4.6 Text
4.6.1 The format of the instructions for use can be 64K, 32K, 16K; other formats can
be used if necessary.
4.6.2 Figures, tables, etc. are allowed to be lengthened horizontally; they may also be
lengthened vertically, if necessary. Large-format figures and tables in large quantities
can be bound separately.
4.6.3 The instructions for use can be single-page, folding-page or multi-page, according
to the content. Multiple pages shall be bound into a volume.
4.7 Safety warnings
4.7.1 The instructions for use shall give safety warnings for the contents related to safety.
4.7.2 The content of safety warnings shall be expressed in larger font size or different
fonts, OR emphasized with special symbols or colors.
4.7.3 For best results, the compilation of safety statements and safety warnings shall
consider the following points:
- Content and illustrations shall be concise;
- The location, content, form of safety warnings shall be conspicuous;
- Ensure that the user can see the danger warning, from the position of use when
using the product normally;
- Explain the nature of the injury (and, if necessary, the cause of the injury);
- Give clear instructions on how to do it correctly;
- Give clear instructions on how to avoid the hazard;
- The language, graphic symbols, illustrations used shall be clear and accurate;
- If safety and health explanations are required at the same time, safety explanations
shall be given priority;
- Remember that frequent repetition of warnings and false warnings can weaken the
effectiveness of necessary warnings.
4.7.4 The instructions for use must remind the user, according to the following levels
and warning words:
- "Danger" means to be alert to high danger;
- "Warning" means to be alert to moderate danger;
- "Caution" indicates attention to a minor danger.
4.7.5 For products with high and moderate dangers, the safety warning shall be
permanently installed in a conspicuous position of the product, so that users can clearly
see it, during the product's lifespan. The instructions for use shall point out the location
of safety warnings. to attract the attention of users.
4.7.6 In order to convey important information such as hazard warnings, standardized
terms and/or safety signs or pictorial symbols shall be used, at appropriate locations.
These terms and signs and their location requirements shall be specified in the
instructions for use.
4.7.7 The position of visible and audible warnings, the management and maintenance
of warning devices, safety protection products and equipment, etc. shall be stipulated
in the instructions for use.
4.8 Content arrangement
4.8.1 For the content arrangement of the instructions for use, the contents of appendix
A (Normative) can be added, deleted, arranged in a reasonable order, according to the
characteristics and use requirements of specific products.
Appendix A
(Normative)
Main contents of the instructions for use
A1 Overview
a) Product features;
b) Main purpose and scope of application (including scope of inapplicability, if
necessary);
c) Types and specifications;
d) The composition of the model and its representative meaning;
e) Environmental conditions of use;
f) Working conditions;
g) Impact on the environment and energy;
h) Safety.
A2 Structural features and working principle
a) The overall structure and its working principle and working characteristics;
b) The structure, function, working principle of main components or functional units;
c) The electromechanical connection between each unit structure, the working
principle of the system, the fault alarm system;
d) Functional structure, working principle, working characteristics of auxiliary
devices.
A3 Technical features
a) Main performance;
b) Main parameters.
A4 Size, weight
a) Shape and installation dimensions (can be separated);
......
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