Upload
asasia
View
22
Download
0
Embed Size (px)
DESCRIPTION
N358. International Organization for Standardization. www.iso.org. ISO/CS update by Alain Samne Technical Group Manager Engineering, Machinery and Energy TPM for ISO/TC 67 Buzios (BR), 2006-05-10/11. Topics covered:. ISO Central Secretariat Introduction - PowerPoint PPT Presentation
Citation preview
1 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
www.iso.orgwww.iso.org
International Organization International Organization for Standardizationfor Standardization
N358
2 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ISO/CS updateISO/CS update
by Alain Samneby Alain Samne
Technical Group ManagerTechnical Group ManagerEngineering, Machinery and EnergyEngineering, Machinery and Energy
TPM for ISO/TC 67TPM for ISO/TC 67
Buzios (BR), 2006-05-10/11Buzios (BR), 2006-05-10/11
3 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Topics covered:Topics covered:
ISO Central Secretariat
Introduction
Mission, roles, developments and regional partners
Standards development time-frames
ISO deliverables
ISO IT-tools
Global Directory version 2 – GD 2
Electronic Balloting version 3 – EB 3
Submission Interface version 1 – SI 1
4 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
The ISO systemThe ISO system
At 15 February 2006
• IT tools• Standards
development procedures
• Consensus building
• Dissemination
156 national members
177 active TCs3 000 technical bodies50 000 experts
Central Secretariatin Geneva150 staff
5 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ISO Key mission statementISO Key mission statement
To be the leading value adding platform and partner for the production of global and market relevant International Standards covering products, services, good conformity assessment, management and organizational practices
6 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Multiple rolesMultiple roles
An individual may wear different hats
In different groups. For example as
a head of delegation can also be
a project leader and/or
a working group convenor and/or
an expert
However, due to a need for neutrality, a chairman cannot also be a representative for a national delegation in the same committee for which they are chairman
7 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ActivityActivity
NP submissionvote
NP submissionvote
WG participationWG participation
TC/SC meetingsTC/SC meetings
CD commentsAcceptance as DISCD commentsAcceptance as DIS
Enquiry (DIS) voteEnquiry (DIS) vote
Approval (FDIS) voteApproval (FDIS) vote
P- member
P- member
M
M
MM
MM
MM
MM
O- member
O- member
Othernational bodies
Othernational bodies
A B DA B D
Liaisons
M = obligation = right
Participation in TC/SC Activities [1.7]Participation in TC/SC Activities [1.7]
8 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
New publicationNew publication
My ISO Job
9 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
COPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQCOPANT
CEN
AIDMO
ARSO
EASC
PASC PASC
PASC
MO/LDE9606B.CDR2003-03-19
ACCSQACCSQACCSQ
Regional standards bodiesRegional standards bodies
10 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Regional standards bodiesRegional standards bodies
ACCSQ (ASEAN Consultative Committee for Standards and Quality)
AIDMO (Arab Industrial Development and Mining Organization)
ARSO (African Regional Organization for Standardization)
CEN (European Committee for Standardization)
COPANT (Pan-American Standards Commission)
EASC (Euro-Asian Council for Standardization, Metrology and Certification)
PASC (Pacific Area Standards Congress)
11 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Standards in the real world – ExamplesStandards in the real world – Examples
For everyoneFor everyoneIn the Oil and Gas sectorIn the Oil and Gas sector
ISO/CS’s monthly information magazine
An excellent resource for business, industry, consumer and government
Facilitates communication in all spheres
12 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Global relevance of ISO StandardsGlobal relevance of ISO Standards
13 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
World Trade Report 2005World Trade Report 2005
Exploring the links between trade, standards and the WTO
Six essential elements for International Standards defined in 2nd Triennial Review of TBT Agreement, 2000 (Annex 4):
1. Transparency – easily accessible information
2. Openness – non-discriminatory
3. Impartiality and consensus – fair practices
4. Effectiveness and relevance – market demand
5. Coherence – no overlap
6. Development dimension – technical assistance to participate
= the ISO system is fully compliant
14 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Non-tariff barriers affecting market accessNon-tariff barriers affecting market access
15 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
““Effective and relevant” StandardsEffective and relevant” Standards
ISO Definition
Global Relevance is the required characteristic of an International Standard that it can be used/implemented as broadly as possible by affected industries and other stakeholders in markets around the world
““Effective and relevant” StandardsEffective and relevant” Standards
WTO“Effectiveness and relevance”
=ISO
GlobalRelevance
16 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Prescriptive vs. PerformancePrescriptive vs. Performance
ISO/IEC Directives, Part 2, Clause 4.2 Performance approach
“Whenever possible, requirements shall be expressed in terms of performance rather than design or descriptive characteristics. This approach leaves maximum freedom to technical development.”
Annex 3 of the WTO/TBT Agreement
“Wherever appropriate, the standardizing body shall specify standards based on product requirements in terms of performance rather than design or descriptive characteristics.”
17 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
BASE DELIVERABLESBASE DELIVERABLESISO TMB Guidelines on global relevanceISO TMB Guidelines on global relevance
International Standard shall to the extent possible represent a unique international solution, but where justified may present options to accommodate differences
The commitment to participate in the development of and the feasibility of preparing International Standards shall be demonstrated at the outset of a standards development project.
Preference shall be given to preparing performance rather than prescriptive standards.
An IS may pass through an evolutionary process, with the ultimate objective being to publish, at a later point, an International Standard that presents one unique international solution in all of its provisions.
18 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
BASE DELIVERABLESBASE DELIVERABLESISO TMB Guidelines on global relevanceISO TMB Guidelines on global relevance
Essential differences consistent with Annex 3 to the WTO Agreement on Technical Barriers to Trade can be included in International Standards, but specific rules shall be applied if a committee wishes to introduce such differences and special authorization needs to be given by the TMB in instances not covered by these rules.
Committees can only ensure the global relevance of the International Standards they produce if they are aware of all the factors that may affect a particular standard's global relevance.
19 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Standards’ development timeframeStandards’ development timeframe
20 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Timeframes – Selection criteriaTimeframes – Selection criteria
Market relevanceExpectations from industry and other stakeholders must be taken into account.
PriorityThere should be a clear understanding at what point in time the International Standard will be needed by the market.
ResourcesThe identification of a project champion and a clear commitment from stakeholders that they are prepared to allocate the resources for meeting the selected timeframe.
21 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Timeframes – NWIP ConsiderationsTimeframes – NWIP Considerations
Prior to accepting to circulate NWIPs, keeping in mind ISO’s policy of consensus building voluntary Standards, the committee must:
Justify market relevance, priority, and required resources;
Identify an available champion (project leader);
Propose a suitable development Track on the NWIP form;
Confirm the selected Track and assign corresponding target dates on the AWI form.
22 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Timeframes – ProgressionTimeframes – Progression
Project stage
Milestones Default Accelerated Extended (months)
Preparatory (20.00)
Registration of approved new work item (AWI)
0 0 0
Committee (30.00)
Registration of Committee Draft (CD)
12 Stage skipped
12
Enquiry (40.00)
Registration of draft International Standard (DIS)
18 6 24
Approval (50.00)
Registration of final draft International Standard (FDIS)
30 18 42
Publication (60.60)
Publication of International Standard (IS)
36 24 48
Committee secretariat to manage target stage-date flexibility
Possibility to register NWIs or downgrade active projects as PWIs
23 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Launch Ballot results Finalization Publication
DIS/FDIS process flow in STANDDIS/FDIS process flow in STANDE
valu
atio
nP
rodu
ctio
nB
allo
t
Technical Editorial Drawings Procedural
Editorial Drawings Composition Proofreading
Submission of DIS/FDIS files on ISOTC server by TC/SC
1
4
2
3
Co
mm
ittee time
ISO
/CS
time
DIS
FDIS
5
24 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
0
5
10
15
20
25
30
1 2 3 4 5 6 7 8 9 10 11 12 12 +
Years
Pe
rce
nta
ge
of
sta
nd
ard
s
% of standards published vs. processing time% of standards published vs. processing time (start-to-finish – 2001 compared with 2005)(start-to-finish – 2001 compared with 2005)
2001
2005
Last update : 2006-01-01
25 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ISO deliverablesISO deliverables
26 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ISO deliverablesISO deliverables
International Standard (IS)
Technical Specification (TS)
Technical Report (TR)
Guides policy committees only
Publicly Available Specification (PAS)
International Workshop Agreement (IWA)
27 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Base (useful) deliverableBase (useful) deliverable
International Standard (IS)International Standard (IS)
[normative]
document, established by consensus and approved by a recognized body, that provides, for common and repeated use, rules, guidelines or characteristics for activities or their results, aimed at the achievement of the optimum degree of order in a given context [and] that is adopted by an international standardizing/standards organization and made available to the public
Source: ISO/IEC Guide 2:1996 (combination of definitions 3.2 & 3.2.1.1)
28 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Base (useful) deliverableBase (useful) deliverable
Technical Specification (TS)Technical Specification (TS)(was Technical Report types 1 & 2)(was Technical Report types 1 & 2)
[normative]
document addressing work
still under technical development, or
where for any other reason there is the future, but not immediate, possibility of agreement on an International Standard
29 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Technical Specification (TS)Technical Specification (TS) (fall-back situation)
[normative]
document originally intended to be an International Standard, but
where the required support cannot be obtained for approval as an International Standard; or
for which there is doubt on whether consensus has been achieved
Published in order to make available its content for use by interested parties
BASE (USEFUL) BASE (USEFUL) DELIVERABLEDELIVERABLE
Base (useful) deliverableBase (useful) deliverable
30 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
BASE DELIVERABLESBASE DELIVERABLESBase (useful) deliverableBase (useful) deliverable
Technical Report (TR)Technical Report (TR)
[informative]
document containing information of a different kind from that normally published in a normative document
NOTE Such data may include, for example, data obtained from a survey carried out among the national bodies, data on work in other international organizations or data on the “state of the art” in relation to standards of national bodies on a particular subject
31 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
(QUICKER) DELIVERABLES(QUICKER) DELIVERABLES(quicker) Deliverables(quicker) Deliverables
Publicly Available Specification (PAS)Publicly Available Specification (PAS)
[normative]
A document representing the consensus within a working group
NOTE Competing PAS offering different technical solutions are possible provided that they do not conflict with existing International Standards. (A TC/SC may decide to revise an ISO standard to allow conflicting PAS.)
Example: ISO/PAS 18873 International protocol for doping control
32 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
(QUICKER) DELIVERABLES(QUICKER) DELIVERABLES(quicker) Deliverables(quicker) Deliverables
International Workshop Agreement (IWA)International Workshop Agreement (IWA)
[normative]
A document which does not rely on the customary technical committee structures. Essentially this will be through an open workshop mechanism whereby market players will be able to negotiate in a workshop setting the contents of particular normative documents
33 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Special deliverableSpecial deliverable
GuideGuide
[informative]
document giving orientation, advice or recommendations on non-normative matters relating to international standardization
NOTE 1 Guides may address issues of interest to all users of International Standards
NOTE 2 Guides are not prepared by technical committees or subcommittees, but by policy committees or directly or indirectly by the TMB
34 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Stages ISO
Standard ISO/TS ISO/PAS
ISO Amendment
ISO Technical
Corrigendum ISO/TR ISO/IWA
Proposal
Acceptance criteria:
– 5 P-members participating
– Simple majority of the P-members in the committee
– 5 P-members participating
– Simple majority of the P-members in the committee
– 5 P-members participating
– Simple majority of the P-members in the committee
– 5 P-members participating
– Simple majority of the P-members in the committee
Preparatory
Acceptance criteria:
Draft accepted for Committee stage
Draft accepted for Committee stage
Simple majority of P-members of the committee
Draft accepted for Committee stage
Secretariat and Chair
(+ P-members if necessary)
Draft accepted for Committee stage
Committee
Acceptance criteria:
Consensus or support of 2/3 majority of the P-members voting
Consensus or support of 2/3 majority of the P-members voting
Consensus or support of 2/3 majority of the P-members voting
Simple majority of P-members of the committee
Enquiry
Acceptance criteria:
– 2/3 majority of the P-members voting
– Less than 1/4 of negative votes
– 2/3 majority of the P-members voting
– Less than 1/4 of negative votes
Approval
Acceptance criteria:
– 2/3 majority of the P-members voting
– Less than 1/4 of negative votes
– 2/3 majority of the P-members voting
– Less than 1/4 of negative votes
Rules decided by worshop
itself
Publication Review 5 years 3 years
6 years max.
3 years
6 years max.
5 years
Incorporated in ISO
Incorporated in ISO
3 years
6 years max.
Comparison of procedures for different ISO Comparison of procedures for different ISO deliverablesdeliverables
35 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Stan
dard
s develo
pm
ent p
rocesses
Stan
dard
s develo
pm
ent p
rocesses
and
deliverab
les sum
mary
and
deliverab
les sum
mary
Industry Technical Agreement
ISO International StandardReview: 5 years
Final text of International
Standard
Final text for processing as FDIS (Final Draft International Standard)
2/3 Maj of P-members less than 1/4 negative votes
DIS or ISO/TS (Technical Specification).
• 2/3 Maj of P-members• Review: 3 years – Max 6
ISO/TR (Technical Report) for non-normative documents
• Simple Maj of P-members• No review
First CD (Committee draft)or ISO/PAS (Publicly
Available Specification)• Simple Maj of P-members• Review 3 years – Max 6
Publication of International Standard
STAGE STAGE 66
Publication of International Standard
STAGE STAGE 66
Formal vote on FDIS (proof check by
secretariat)STAGE STAGE
55
Formal vote on FDIS (proof check by
secretariat)STAGE STAGE
55
NP(new work item proposal)
STAGE STAGE 11
NP(new work item proposal)
STAGE STAGE 11
Building expert consensus
STAGE STAGE 22
Building expert consensus
STAGE STAGE 22
Consensus building within TC/SC
STAGE STAGE 33
Consensus building within TC/SC
STAGE STAGE 33
Enquiry on DIS (Draft International
Standard)STAGE STAGE
44
Enquiry on DIS (Draft International
Standard)STAGE STAGE
44
STANDARDS DEVELOPMENT STANDARDS DEVELOPMENT PROCESSES AND DELIVERABLESPROCESSES AND DELIVERABLES
Workshop routeWorkshop route
TC/SC routeTC/SC routeTC/SC routeTC/SC route DeliverablesDeliverablesDeliverablesDeliverables
FASTFASTTRACKTRACK
36 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Adoption of ISO StandardsAdoption of ISO Standards
37 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
New edition of Guide 21 (2005)New edition of Guide 21 (2005)
A new version of ISO/IEC Guide 21 has been revised in 2005. The new version consists of two parts:
ISO/IEC Guide 21-1:2004 Regional or national adoption of International Standards and other International Deliverables – Part 1: Adoption of International Standards
ISO/IEC Guide 21-2:2004 Regional or national adoption of International Standards and other International Deliverables – Part 2: Adoption of International Deliverables other than International Standards
Part 2 addresses specially the regional or national adoption of International Deliverables other than Standards such as Technical Specifications (TS), Publicly Available Specifications (PAS), Guides, Technical Reports (TR), International/Technical Workshop Agreements (ITA/IWA) and Technology Trend Assessments (TTA).
38 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ISO/IEC Guide 21-1ISO/IEC Guide 21-1Main ContentMain Content
ISO/IEC Guide 21-1
provides methods for adoption of International Standards as regional or national standards,
defines a system for indicating the degree of correspondence between International Standards and regional or national standards so as to promote coherence in the way regional or national standards bodies adopt International Standards and indicate the degree of correspondence with International Standard
and contributes thereby to achieving greater uniformity in the indication of both correspondence and deviations among standards of different countries will aid communication, avoid confusion and facilitate trade.
39 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ISO/IEC Guide 21-1ISO/IEC Guide 21-1Main applicationsMain applications
ISO/IEC Guide 21-1
applies directly to the adoption of international standards or deliverables, other than International Standards which have been developed by ISO and IEC, as regional or national standards.
is also used to in the adoption of standards other than International Standards (e.g. national standards of one country) as national standards of (another) country
40 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ISO/IEC Guide 21-1ISO/IEC Guide 21-1What is an adoption?What is an adoption?
The adoption of an International Standard is defined as:“The publication of a regional or national normative document based on a relevant International Standard, or endorsement of the International Standard as having the same status as a national normative document, with any deviations from the International Standard identified.”
41 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Three degrees of correspondence Three degrees of correspondence between standards in an adoptionbetween standards in an adoption
Degrees: Identical Modified Not equivalent
Identifiers: IDT MOD NEQ
Adoption: Yes Yes No
42 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Methods of adoptionMethods of adoption
1. Endorsement method (via an endorsement notice)
2. Republication, which includes:
a. Reprinting
b. Translation (with or without reprint of the original)
c. Redrafting
Independent of which method of republication is chosen, a regional or national identifier of the organization adopting the International Standard shall appear on the cover page and all other pages of the regional or national standard.
43 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Methods of adoptionMethods of adoptionChoices between different adoption methods Choices between different adoption methods
If no editorial changes or technical deviations are made, any method of adoption above is suitable, although reprinting of the full text is the method recommended for those countries whose language is one of the official ISO/IEC languages. Where a translation is involved, the country should consider binding the original text with the translation.
If editorial changes or technical deviations are inevitable, it is recommended that the reprint method or the translation method with the incorporation of deviations within the text or in an annex be used.
The redrafting of standards is not recommended.
44 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Methods of adoption – Coversheet methodMethods of adoption – Coversheet method
Special note concerning the Cover sheet method:
The Cover sheet method, whereby a cover sheet with
regional or national bibliographical data (such as the regional
or national reference number, title, publication date, degree
of adoption etc.) is added to an original copy of the
International Standard, is no longer permitted.
45 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Numbering of standardsNumbering of standards
Numbering of identical adoptions:
“It should be evident to the reader immediately, and not only after examination of the content, when regional or national standards are identical to the International Standards”
Two numbering options
1. Single numbering
2. Dual numbering
46 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Numbering of standardsNumbering of standardsSingle numberingSingle numbering
1. Single numbering
Identical adoption of IEC 61642:1998becomes XYZ/IEC 61642:1998
with the acronym (represented here as “XYZ” for the regional or national standard) being added in front of the original reference number of the IS
47 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Numbering of standardsNumbering of standardsDual numberingDual numbering
2. Dual numbering (1or 2 line)
Identical adoption of ISO 13616:1996becomes XYZ 87878:1998 / ISO 13616:1996
The adopted standard is composed of two individual numbers:
A leading national standards number, followed by
the original number of the International Standard
2-line Dual numbers are written as:
XYZ 87878:1998ISO 13616:1996
48 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Numbering of standardsNumbering of standards
Note:
Modified adoptions only carry a national number and do not
include the reference number of the adopted International
Standard.
49 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Dating of standardsDating of standards
There are two options for the dating of regional or national standards which are based on adoptions:
1. Dating based on the year of publication of the regional or national standard:
Example: XYZ IEC 61642:1998 (for an identical adoption of IEC 61642:1996)
2. Dating based on the year of publication of the International Standard:
Example: XYZ IEC 61642:1996 (for an identical adoption of IEC 61642:1996)
In Dual numbering each of the individual numbers may contain a separate publication year.
Example: XYZ 87878:1998 ISO 13616:1996
50 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Adoption of IS versus other deliverables Adoption of IS versus other deliverables
International Standards shall only be adopted as regional or national standards and not as any another deliverable type.
International Deliverables other than International Standards (TS, PAS, Guides, TRs etc.) may be adopted either through an identical regional or national deliverable or through another type of deliverable.
51 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
The adoption processThe adoption process
InputInput OutputOutputProcess – Adoption rulesProcess – Adoption rules
International International DeliverablesDeliverables::
ISIS
TSTSPASPASIWAIWATRTR
GuideGuideetc.etc.
national or national or regionalregional
deliverablesdeliverables::
NS/RSNS/RS
OtherOthernationalnational
oror regional regional deliverables deliverables
52 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Global Directory v.2Global Directory v.2GD 2GD 2
53 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
What is the ISO Global Directory ?What is the ISO Global Directory ?
A database to manage data related to;
users and their roles
participating in ISO committees, working groups & other functions (e.g. balloting)
in an electronic working environment
54 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
ObjectivesObjectives
Fundamental to all ISO applications related to standards development:
Consistent definitions of ISO business roles;
Decentralized management of the registration of users and their assignment to roles by ISO member bodies for their representatives;
Possibility to delegate the user registration and role assignments to other organizations (for certain committees);
“Ownership” of user data is with one organization (member body) only;
55 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Global Directory: Single login to ISO applicationsGlobal Directory: Single login to ISO applications
Global Directory
TCs/SCs,WGs
on ISOTC server
Membre Body User Administrator
ISOSTD server
Electronic balloting
(CIB)
Electronicballoting
(DIS/FDIS)
ISODOC server
registers a user
56 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
User registration (before Global Directory)User registration (before Global Directory)
MB1
ISOcommittee secretary
TCs/SCs,WGs
on ISOTC server
User datarequested by secretary
Provided byMBs
User registration,
role assignment
MB2
MB3
MBn
Member Bodies
ISO/CS
57 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
User registration (with Global Directory)User registration (with Global Directory)
MBUA1
GlobalDirectory
TCs/SCs,WGs
on ISOTC server
User registration
Role assignment
Access for usersin assigned roles
MBUA2
MBUA3
MBUAn
Member BodyUser Administrators
ISO/CS
58 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
The main changesThe main changes
User & role data is maintained by member body user administrators
Committee secretaries are relieved from user registration and user maintenance BUT are responsible for ensuring accuracy in individuals’ representation
ISO/CS will support user & role management in the transition period (ends Dec. ‘06)
59 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Responsibility for role registrationResponsibility for role registration
ISO/CS Member bodies
Secretaries
Chairs
Convenors
Project leaders
Liaisons
Committee members
DIS and FDIS ballotters
Committee-internal ballotters
Secretarial support team
60 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Committee participation informationCommittee participation information
61 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Committee-internal balloting applicationCommittee-internal balloting applicationEB 3EB 3
62 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Features – Very flexibleFeatures – Very flexible
Multiple-questions ballots
Predefined ballots / Ad-hoc questions and answers
Automatic ballot life-cycle: Opening and closing at planned dates
Notifications: Authorized balloters are notified of opening/closing
Voting and changing votes/comments: Balloters/commenter can cast and modify a vote/submit a comment during ballot duration
Ballot results:
Details of votes cast and the comments submitted for closed ballots
Voting result statistics as PDF document (RTF possible)
63 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Custom-creation of ballots (by Secretariat) Custom-creation of ballots (by Secretariat)
Ballots can be created by a committee secretary or the secretary support staff
From pre-defined ballot templates
By cloning existing ballots
From scratch: all questions and answers can be defined ad-hoc ( full flexibility)
NWIP, CD, resolutions, call for experts, convenorship, systematic reviews…
64 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Selecting a ballotSelecting a ballot
65 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Ballot pageBallot pageTo review, cast a vote & to submit a commentTo review, cast a vote & to submit a comment
Attributes Ballot document(s) Ballot question(s) & answer values Vote here
66 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Voting screen Voting screen Casting a vote / submitting commentsCasting a vote / submitting comments
67 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Closed ballot: votes & commentsClosed ballot: votes & comments
Attributes Summary
Votes
Com-ments
68 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Closed ballot: result statisticsClosed ballot: result statistics
Download
69 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Closed ballot: ZIP & PDF resultClosed ballot: ZIP & PDF result
70 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Ballot page: participationBallot page: participation
71 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Submission InterfaceSubmission InterfaceSI 1SI 1
72 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Features of the submission interfaceFeatures of the submission interface
Allow the submission of files of DIS, FDIS, proofs, CD for review (will ultimately replace Folder 06)
Will allow to provide additional information necessary for the processing at ISO/CS
Possibility to see the status of all the projects in the work programme
Possibility to follow the progression of a document inside the ISO/CS and see the reason of pending if this happens
73 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
SI 1 screen-shotSI 1 screen-shot
74 ISO/CS, Global Relevance and IT-toolsTC 67/SC 4 session, Buzios (BR)© ISO 2006
Questions, comments…Questions, comments…
Thank you for your attention !
http://www.iso.org