Classification and designation of documents for plants, systems and equipment - Part 1: Rules and classification tables

IEC 61355-1:2008 provides rules and guidelines for the classification of documents based on their characteristic content of information. This second edition cancels and replaces the first edition published in 1997. The main changes with respect to the previous edition are listed below: - Table A.2 has been extended under code P; - Table B.1 in the first edition has been omitted from this second edition; it is being replaced by a separate standard in database format IEC 61355 DB. IEC 61355 DB database provides brief definitions of a set of internationally standardized document kinds, including requirements on the contents of information, references to appropriate sources and the applicable classification in accordance with IEC 61355-1. IEC 61355 DB is intended to be used in conjunction with IEC 61355-1 ed2.0.

Klassifikation und Kennzeichnung von Dokumenten für Anlagen, Systeme und Ausrüstungen - Teil 1: Regeln und Tabellen zur Klassifikation

Classification et désignation des documents pour installations industrielles, systèmes et matériels - Partie 1: Règles et tableaux de classification

La CEI 61355-1:2008 donne des règles et sert de guide pour la classification des documents à partir de leur contenu caractéristique en informations. Cette deuxième édition annule et remplace la première édition parue en 1997. Les modifications principales par rapport à l'édition précédente sont les suivantes: - le Tableau A.2 a été complété dans le code P; - le Tableau B.1 dans la première édition a été omis de cette deuxième édition; il est remplacé par une norme séparée dans le format de base de données CEI 61355 DB. La base de données CEI 61355 DB fournit de brèves définitions de sorte de documents normalisés selon la CEI 61355-1. La 61355 DB est destinée à être utilisée conjointement avec la CEI 61355-1 ed2.0.

Klasifikacija in označevanje dokumentov za naprave, sisteme in opremo - 1. del: Pravila in klasifikacijske razpredelnice (IEC 61355-1:2008)

General Information

Status
Published
Publication Date
04-Jun-2008
Current Stage
6060 - Document made available
Start Date
05-Jun-2008
Completion Date
05-Jun-2008

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SLOVENSKI STANDARD
SIST EN 61355-1:2008
01-september-2008
1DGRPHãþD
SIST EN 61355:1997
.ODVLILNDFLMDLQR]QDþHYDQMHGRNXPHQWRY]DQDSUDYHVLVWHPHLQRSUHPRGHO
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Classification and designation of documents for plants, systems and equipment -- Part 1:

Rules and classification tables
Klassifikation und Kennzeichnung von Dokumenten für Anlagen, Systeme und
Ausrüstungen - Teil 1: Regeln und Tabellen zur Klassifikation

Classification et désignation des documents pour installations industrielles, systèmes et

matériels -- Partie 1: Règles et tableaux de classification
Ta slovenski standard je istoveten z: EN 61355-1:2008
ICS:
01.110 7HKQLþQDGRNXPHQWDFLMD]D Technical product
L]GHONH documentation
29.020 Elektrotehnika na splošno Electrical engineering in
general
SIST EN 61355-1:2008 en,fr

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN 61355-1:2008
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SIST EN 61355-1:2008
EUROPEAN STANDARD
EN 61355-1
NORME EUROPÉENNE
June 2008
EUROPÄISCHE NORM
ICS 01.080.01; 01.080.30 Supersedes EN 61355:1997
English version
Classification and designation of documents for plants,
systems and equipment -
Part 1: Rules and classification tables
(IEC 61355-1:2008)
Classification et désignation Klassifikation und Kennzeichnung
des documents pour installations von Dokumenten für Anlagen,
industrielles, systèmes et matériels - Systeme und Ausrüstungen -
Partie 1: Règles et tableaux Teil 1: Regeln und Tabellen
de classification zur Klassifikation
(CEI 61355-1:2008) (IEC 61355-1:2008)

This European Standard was approved by CENELEC on 2008-05-01. CENELEC members are bound to comply

with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard

the status of a national standard without any alteration.

Up-to-date lists and bibliographical references concerning such national standards may be obtained on

application to the Central Secretariat or to any CENELEC member.

This European Standard exists in three official versions (English, French, German). A version in any other

language made by translation under the responsibility of a CENELEC member into its own language and notified

to the Central Secretariat has the same status as the official versions.

CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Cyprus, the

Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,

Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,

Sweden, Switzerland and the United Kingdom.
CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
Central Secretariat: rue de Stassart 35, B - 1050 Brussels

© 2008 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.

Ref. No. EN 61355-1:2008 E
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SIST EN 61355-1:2008
EN 61355-1:2008 - 2 -
Foreword

The text of document 3/878/FDIS, future edition 2 of IEC 61355-1, prepared by IEC TC 3, Information

structures, documentation and graphical symbols, in co-operation with ISO TC 10, Technical product

documentation, was submitted to the IEC-CENELEC parallel vote and was approved by CENELEC as

EN 61355-1 on 2008-05-01.

This EN 61355-1:2008, together with the IEC 61355 database, replaces EN 61355:1997.

The main changes with respect to EN 61355:1997 are listed below:
– Table A.2 has been extended under code P;

– Table B.1 in EN 61355:1997 is replaced by a separate standard in database format: IEC 61355 DB.

The following dates were fixed:
– latest date by which the EN has to be implemented
at national level by publication of an identical
national standard or by endorsement (dop) 2009-02-01
– latest date by which the national standards conflicting
with the EN have to be withdrawn (dow) 2011-05-01
Annex ZA has been added by CENELEC.
__________
Endorsement notice

The text of the International Standard IEC 61355-1:2008 was approved by CENELEC as a European

Standard without any modification.

In the official version, for Bibliography, the following notes have to be added for the standards indicated:

IEC 81346-1 NOTE Intended for harmonization as EN 81346-1 (not modified).
IEC 82045-1 NOTE Harmonized as EN 82045-1:2001 (not modified).
IEC 82045-2 NOTE Harmonized as EN 82045-2:2005 (not modified).
__________
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SIST EN 61355-1:2008
- 3 - EN 61355-1:2008
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications

The following referenced documents are indispensable for the application of this document. For dated

references, only the edition cited applies. For undated references, the latest edition of the referenced

document (including any amendments) applies.

NOTE When an international publication has been modified by common modifications, indicated by (mod), the relevant EN/HD

applies.
Publication Year Title EN/HD Year
IEC 61082-1 2006 Preparation of documents used in EN 61082-1 2006
electrotechnology -
Part 1: Rules
IEC 62023 2000 Structuring of technical information and EN 62023 2000
documentation
ISO 639-1 2002 Codes for the representation of names of - -
languages -
Part 1: Alpha-2 code
ISO 3166-1 2006 Codes for the representation of names of EN ISO 3166-1 2006
countries and their subdivisions -
Part 1: Country codes
ISO 7200 2004 Technical product documentation - Data EN ISO 7200 2004
fields in title blocks and document headers
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SIST EN 61355-1:2008
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SIST EN 61355-1:2008
IEC 61355-1
Edition 2.0 2008-04
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
Classification and designation of documents for plants, systems and
equipment –
Part 1: Rules and classification tables
Classification et désignation des documents pour installations industrielles,
systèmes et matériels –
Partie 1: Règles et tableaux de classification
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
PRICE CODE
INTERNATIONALE
CODE PRIX
ICS 01.080.01; 01.080.30 ISBN 2-8318-9622-3
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SIST EN 61355-1:2008
– 2 – 61355-1 © IEC:2008
CONTENTS

FOREWORD...........................................................................................................................4

INTRODUCTION.....................................................................................................................6

1 Scope...............................................................................................................................8

2 Normative references .......................................................................................................8

3 Terms and definitions .......................................................................................................8

4 Basic concepts on documents and documentation ..........................................................10

4.1 General .................................................................................................................10

4.2 Document kinds.....................................................................................................11

4.3 Documents ............................................................................................................11

4.4 Composite documents ...........................................................................................11

4.5 Document sets ......................................................................................................12

4.6 Documentation ......................................................................................................12

5 Classification of documents ............................................................................................12

5.1 Classification principles.........................................................................................12

5.2 Assigning documents to classes............................................................................13

5.3 Assigning composite documents to classes ...........................................................13

5.4 Layout of document kind classification code (DCC) ...............................................13

6 Document designation ....................................................................................................15

6.1 Document and document page designation ...........................................................15

6.2 Document designation for identification purposes..................................................17

7 Documentation ...............................................................................................................17

8 Naming of document kinds and communication principles...............................................19

8.1 Naming conventions of document kinds and documents ........................................19

8.2 Communication about document interchange ........................................................20

Annex A (normative) Code letters ........................................................................................21

Annex B (informative) Additional information about document kinds for communication

purposes...............................................................................................................................37

Annex C (informative) Communication about document interchange ....................................39

Bibliography..........................................................................................................................42

Figure 1 – Interrelation of documentation-related terms ........................................................11

Figure 2 – Classification structure of documents ...................................................................12

Figure 3 – Structure of document kind classification code .....................................................13

Figure 4 – Example of a document with changed technical area classification.......................14

Figure 5 – Principle of document designation........................................................................15

Figure 6 – Application of page counting number for page grouping .......................................16

Figure 7 – Examples of structures of a system and of the object-related structure of the

documentation ......................................................................................................................19

Figure C.1 – Document interchange list, general part............................................................40

Figure C.2 – Document interchange list, object-related part ..................................................40

Figure C.3 – Document interchange list, filled-in example .....................................................41

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SIST EN 61355-1:2008
61355-1 © IEC:2008 – 3 –

Table A.1 – Code letters for technical areas..........................................................................21

Table A.2 – DCC and descriptions of document kind classes ................................................22

Table B.1 – Letter code for basic document kinds and forms of presentation ........................37

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SIST EN 61355-1:2008
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INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
CLASSIFICATION AND DESIGNATION OF DOCUMENTS
FOR PLANTS, SYSTEMS AND EQUIPMENT –
Part 1: Rules and classification tables
FOREWORD

1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising

all national electrotechnical committees (IEC National Committees). The object of IEC is to promote

international co-operation on all questions concerning standardization in the electrical and electronic fields. To

this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,

Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC

Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested

in the subject dealt with may participate in this preparatory work. International, governmental and non-

governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely

with the International Organization for Standardization (ISO) in accordance with conditions determined by

agreement between the two organizations.

2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international

consensus of opinion on the relevant subjects since each technical committee has representation from all

interested IEC National Committees.

3) IEC Publications have the form of recommendations for international use and are accepted by IEC National

Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC

Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any

misinterpretation by any end user.

4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications

transparently to the maximum extent possible in their national and regional publications. Any divergence

between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in

the latter.

5) IEC provides no marking procedure to indicate its approval and cannot be rendered responsible for any

equipment declared to be in conformity with an IEC Publication.

6) All users should ensure that they have the latest edition of this publication.

7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and

members of its technical committees and IEC National Committees for any personal injury, property damage or

other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and

expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC

Publications.

8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is

indispensable for the correct application of this publication.

9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of

patent rights. IEC shall not be held responsible for identifying any or all such patent rights.

International Standard IEC 61355-1 has been prepared by IEC technical committee 3:

Information structures, documentation and graphical symbols in co-operation with
ISO technical committee 10: Technical product documentation.

This second edition cancels and replaces the first edition published in 1997. This edition

constitutes a technical revision.
The main changes with respect to the previous edition are listed below:
• Table A.2 has been extended under code P;

• Table B.1 in the first edition has been omitted from this second edition; it is being replaced

by a separate standard in database format: IEC 61355 DB.
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SIST EN 61355-1:2008
61355-1 © IEC:2008 – 5 –
The text of this standard is based on the following documents:
FDIS Report on voting
3/878/FDIS 3/890/RVD

Full information on the voting for the approval of this standard can be found in the report on

voting indicated in the above table.

This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.

A list of all parts of IEC 61355 series, published under the general title Classification and

designation of documents for plants, systems and equipment, can be found on the IEC

website.

The committee has decided that the contents of this publication will remain unchanged until

the maintenance result date indicated on the IEC web site under "http://webstore.iec.ch" in

the data related to the specific publication. At this date, the publication will be

• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
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SIST EN 61355-1:2008
– 6 – 61355-1 © IEC:2008
INTRODUCTION

Documentation is necessary for the provision of information for all activities during the life-

cycle of technical products which include plants, systems and equipment. It may be produced

in any phase or activity. Documents may be received from and delivered to other parties.

Different parties may need different information or different views on the same information,

depending on what is most suitable for the intended purpose.

In this part of IEC 61355 the term "document" is used in a very general sense. It covers

information on all possible media on which data can be recorded. However, the description of

document kinds is derived from the paper-based presentation of this information, i.e. how the

information is made visible and readable for the user.

One aim of this standard is to establish a method for better communication and understanding

between parties involved in document interchange. In order to get a basis for a system, it is

necessary to disregard, more or less, what a document is called today. Different names are in

use for the same document kind or the names may have different meanings for different

parties. The purpose and object of interest are sometimes also part of document titles, which

hampers general understanding. Therefore, the basis for a common understanding should be

a document kind classification which is based only on the content of information.

Another aim is to cover the need for data retrieval as it is often based on the need for the

information content of the document.

A third aim of this standard is to set up rules for a specific method of correlating documents

and objects, i.e. to indicate to which object a specific document belongs. For this purpose, a

document designation system is provided, linking the document kind designation to the object

designation used within the plant, system or equipment. Following the rules and

recommendations given, the documentation reflects the structure of the "real installation". By

that also guidance is given for sorting and grouping as well as for structured searching for

information, for example in document retrieval systems.
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SIST EN 61355-1:2008
61355-1 © IEC:2008 – 7 –
(Blank)
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SIST EN 61355-1:2008
– 8 – 61355-1 © IEC:2008
CLASSIFICATION AND DESIGNATION OF DOCUMENTS
FOR PLANTS, SYSTEMS AND EQUIPMENT –
Part 1: Rules and classification tables
1 Scope

This part of IEC 61355 provides rules and guidelines for the classification of documents based

on their characteristic content of information. A letter-code indicating the document kind class

is provided together with rules and guidelines for its application in a document designation

code. This standard is relevant for documents in all technical areas which are in use during

the life cycle of a plant, system or equipment.

NOTE The defined classes and codes are intended to be used as values associated with metadata in document

management systems (see IEC 82045-1 and IEC 82045-2).
2 Normative references

The following referenced documents are indispensable for the application of this document.

For dated references, only the edition cited applies. For undated references, the latest edition

of the referenced document (including any amendments) applies.

IEC 61082-1:2006, Preparation of documents used in electrotechnology – Part 1: Rules

IEC 62023:2000, Structuring of technical information and documentation

ISO 639-1:2002, Code for the representation of names of languages – Part 1: Alpha-2 code

ISO 3166-1:2006, Codes for the representation of names of countries and their subdivisions –

Part 1: Country codes

ISO 7200:2004, Technical product documentation – Data fields in title blocks and document

headers
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1
data medium

material in or on which data can be recorded and from which data can be retrieved

[ISO/IEC 2382-1, definition 01.01.51]
3.2
document

fixed and structured amount of information intended for human perception that can be

managed and interchanged as a unit between users and systems
NOTE 1 The term document is not restricted to its meaning in a legal sense.

NOTE 2 A document can be designated in accordance with the type of information and the form of presentation,

for example overview diagram, connection table, function chart.
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SIST EN 61355-1:2008
61355-1 © IEC:2008 – 9 –
[IEC 61082-1, definition 3.1.2]
3.3
composite document

document containing different parts of information, each part related to a different document

kind class
3.4
document set
collection of different documents which is intended to be treated as a unit
NOTE Document sets may consist of documents and composite documents.
3.5
documentation
collection of documents related to a given subject
[IEC 61082-1, definition 3.1.4]
NOTE 1 This may include technical, commercial and/or other documents.

NOTE 2 The term may refer to objects in the sense of IEC 81346* (61346) or to other things to be addressed.

* to be published

NOTE 3 A documentation can consist of documents, composite documents and document sets.

NOTE 4 The number and kinds of documents in a documentation can differ according to purpose.

3.6
document kind

type of document defined with respect to its specified content of information and form of

presentation
NOTE Sometimes the term document type is used for the same concept.
3.7
document kind class

group of document kinds having similar characteristics concerning the content of information

independent of the form of presentation
3.8
object

entity treated in a process of design, engineering, realization, operation, maintenance,

dismantling and disposal
[IEC 81346-1* (61346-1)]. * to be published

NOTE 1 The object may refer to a physical or non-physical ”thing” that might exist, exist or did exist.

NOTE 2 The object has information associated to it.
3.9
system
set of interrelated objects with the purpose of performing a common function
3.10
plant
assembly of different systems on a specific site
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SIST EN 61355-1:2008
– 10 – 61355-1 © IEC:2008
3.11
equipment
components and parts used or required for a particular purpose
3.12
project

generic term for the sum of commercial, technical, and other activities related to a specific

object
3.13
object designation
identifier of a specific object in a given context

NOTE Examples of such designations are: reference designation, type number, serial number, name.

3.14
document designation

identifier of a specific document in relation to an object to which the document is assigned

3.15
page counting number
identifier of a specific page of a document identified by a document designation
3.16
document page designation

identifier of a specific page as part of a multi-page document applying a document

designation and a page counting number
4 Basic concepts on documents and documentation
4.1 General

Documents provide information necessary for different activities and purposes during the life

cycle of a plant, system or equipment. The term "document" is not restricted to a paper-based

presentation of the information. It also includes other forms of information storage, such as

data files on electronic media or in a data base.

Information requires an agreed form of presentation to be understandable for a human reader.

In most cases, such a form is defined only for traditional paper-based documents or similar

ways of presentation. In this standard, descriptions of document kinds are referring to the

paper-based presentation. Other forms of visualisation, for example presentation on a video

screen, are assumed to be equal or at least similar to the paper-based presentation.

In the context of this standard, it is necessary to distinguish between the following concepts

and their interrelationship (see Figure 1):
• document kind;
• document;
• composite document;
• document set;
• documentation.
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SIST EN 61355-1:2008
61355-1 © IEC:2008 – 11 –
Documentation
characterizes collected to
Document set
Document X
Document kind A
Document kind B Document Y
Composite
Document kind C
Document V
document Z
Composite
document W
IEC 203/08
Figure 1 – Interrelation of documentation-related terms
4.2 Document kinds
A document kind shall be defined by

• a generic description of the characteristic type of information that a document prepared on

the basis of this document kind is intended to contain; and
• its form of presentation.

Two different documents are of the same kind if they have similar characteristics concerning

the content of information and the same form of presentation.

A document kind should neither be defined with respect to a described object nor to its

intended purpose.
Each document kind is assigned a document kind class, see Clause 5.
4.3 Documents
A document:

• may provide specific information on an object of interest and may refer to that object;

NOTE 1 Documents can exist for which no clear object relationship is to be identified.

• may be classified by the relevant document kind class;
• may refer to its purpose (for what activity it is needed);
• may be visualized in an agreed form of presentation.
NOTE 2 A document can consist of one or more document pages.
4.4 Composite documents

A composite document has different parts of information content, each part being normally

related to a different document kind class. For example, a document presenting an

arrangement drawing together with a parts list is considered a composite document.

Special rules are required to assign a document kind class to a composite document, see 5.3.

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SIST EN 61355-1:2008
– 12 – 61355-1 © IEC:2008
4.5 Document sets

A document set is a collection of different documents, i.e. documents and composite

documents, which is intended to be treated as a unit. A document set is not assigned a

common classification.

NOTE If a document set requires a common classification, it basically becomes a composite document.

4.6 Documentation

A documentation is a collection of different documents, composite documents and document

sets related to a given subject. The constituents of a documentation are classified individually.

The documentation as a whole is not assigned a common classification.
5 Classification of documents
5.1 Classification principles

The classification of documents shall be based on their characteristic content of information.

NOTE Documents are characterized by document kinds which are classified in the same way as documents.

If a document can be characterized in different ways, the leading content of information shall

govern its classification.

Documents shall be classified at least in two levels (Class-levels A2 and A3). They may

additionally be classified in a preceding level (Class-level A1), see Figure 2.
The same for all technical area classes
Technical area
Main class Subclass
class
Class-level A1
Class-level A2 Class-level A3
(optional)
IEC 204/08
Figure 2 – Classification structure of documents

Class-level A1 represents documents containing information related to a specific technical

area. It is optional and may be applied when documents from different technical areas come

together, for example within one project, and which need to be clearly distinguishable from

each other. Each technical area class shall apply the same main-classes and subclasses

represented by Class-levels A2 and A3.

NOTE Not all main classes and subclasses may be of relevance in each technical area.

Class-level A2 represents main-classes of documents. Documents are assigned to the same

main-class if they contain the same characteristic information.

Class-level A3 represents subclasses of documents related to one specific main-class.

Documents belong to the same subclass if they have a common description of the content of

information within the relevant main-class and subclass.

Each main-class and subclass is defined in this standard by a short description of the

characteristic content of information (see Table A.2). The description of a subclass is valid

only together with the description of the relevant main-class.
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SIST EN 61355-1:2008
61355-1 © IEC:2008 – 13 –
5.2 Assigning documents to classes
A document shall be associated with a main-class and
...

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