SIST EN ISO 20607:2020
(Main)Safety of machinery - Instruction handbook - General drafting principles (ISO 20607:2019)
Safety of machinery - Instruction handbook - General drafting principles (ISO 20607:2019)
This European Standard specifies requirements for the machine manufacturer on drafting an instruction handbook. This International Standard provides added value to the general requirements on information for use given in EN ISO 12100:2010, 6.4, and deals with the safety-related content, the corresponding structure and presentation of the instruction handbook, taking into account the whole lifecycle of the machine. If an instruction handbook is required, this International Standard establishes the principles which are indispensable, to avoid a lack of information in particular those on possible residual risks. This International Standard is applicable for preparation of an instruction handbook of machinery.
Sicherheit von Maschinen - Betriebsanleitung - Allgemeine Gestaltungsgrundsätze (ISO 20607:2019)
Dieses Dokument legt Anforderungen für Maschinenhersteller für die Vorbereitung der sicherheitsrele-vanten Teile einer Betriebsanleitung für Maschinen fest.
Dieses Dokument:
— bietet weitere Spezifikationen für allgemeine Anforderungen an die in ISO 12100:2010, 6.4.5, angege-benen Benutzerinformationen; und
— behandelt den sicherheitsbezogenen Inhalt, die dazugehörige Struktur und Darstellung in der Betriebs¬anleitung unter Berücksichtigung aller Lebensphasen einer Maschine.
ANMERKUNG 1 In ISO 12100:2010, Abschnitt 6, wird die Strategie zur Risikominderung an der Maschine angegeben, dazu gehören inhärente Maßnahmen zur sicherheitsbezogenen Konstruktion, Schutzeinrichtungen und zusätzliche Maßnahmen zur Risikominderung sowie Benutzerinformationen.
ANMERKUNG 2 Anhang A enthält eine Korrespondenztabelle zwischen ISO 12100:2010, 6.4, und diesem Dokument.
ANMERKUNG 3 Informationen zur Konzeption und Erstellung von Anleitungen im Allgemeinen werden in IEC/IEEE 82079 1 zur Verfügung gestellt.
Dieses Dokument erstellt die Grundsätze, die unverzichtbar sind, um Informationen zu Restrisiken anzu-geben.
Dieses Dokument behandelt keine Anforderungen zur Angabe von Lärm und Vibrationsemissionen.
Dieses Dokument gilt nicht für Maschinen, die vor dem Veröffentlichungsdatum dieses Dokuments herge-stellt wurden.
Sécurité des machines - Notice d'instructions - Principes rédactionnels généraux (ISO 20607:2019)
Le présent document spécifie des exigences, pour le fabricant de machine, pour la préparation des parties relatives à la sécurité de la notice d'instructions de cette machine.
Le présent document:
— fournit des spécifications complémentaires aux exigences générales relatives aux informations pour l'utilisation données dans l'ISO 12100:2010, 6.4.5, et
— traite avec les contenus relatifs à la sécurité, de la structure correspondante et de la présentation de la notice d'instructions en tenant compte de toutes les phases du cycle de vie de la machine.
NOTE 1 La stratégie pour la réduction des risques au niveau de la machine est donnée dans l'ISO 12100:2010, Article 6, et comprend les mesures de prévention intrinsèque, la protection et/ou les mesures de prévention complémentaires ainsi que les informations pour l'utilisation.
NOTE 2 L'Annexe A contient un tableau de correspondance entre l'ISO 12100:2010, 6.4, et le présent document.
NOTE 3 Des informations pour la conception et la préparation des instructions en général sont disponibles dans l'IEC/IEEE 82079‑1.
Le présent document définit les principes indispensables pour la fourniture d'informations sur les risques résiduels.
Le présent document ne répond pas aux exigences de déclaration d'émission acoustique et vibratoire.
Le présent document ne s'applique pas aux machines fabriquées avant la date de sa publication.
Varnost strojev - Navodila za uporabo - Splošna načela za načrtovanje (ISO 20607:2019)
Ta evropski standard določa zahteve za proizvajalce strojev glede priprave navodil za uporabo. Ta mednarodni standard določa dodano vrednost k splošnim zahtevam glede navodil za uporabo, ki so podane v točki 6.4 standarda EN ISO 12100:2010, in obravnava z varnostjo povezano vsebino, ustrezno strukturo in prikaz navodil za uporabo ob upoštevanju celotnega življenjskega cikla stroja. Če so navodila za uporabo zahtevana, so v tem mednarodnem standardu vzpostavljena načela, ki so nepogrešljiva za preprečevanje pomanjkanja informacij, predvsem tistih glede možnih ostalih tveganj. Ta mednarodni standard se uporablja pri pripravi navodil za uporabo strojev.
General Information
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN ISO 20607:2020
01-januar-2020
Varnost strojev - Navodila za uporabo - Splošna načela za načrtovanje (ISO
20607:2019)
Safety of machinery - Instruction handbook - General drafting principles (ISO
20607:2019)
Sicherheit von Maschinen - Betriebsanleitung - Allgemeine Gestaltungsgrundsätze (ISO
20607:2019)
Sécurité des machines - Notice d'instructions - Principes rédactionnels généraux (ISO
20607:2019)
Ta slovenski standard je istoveten z: EN ISO 20607:2019
ICS:
01.110 Tehnična dokumentacija za Technical product
izdelke documentation
13.110 Varnost strojev Safety of machinery
SIST EN ISO 20607:2020 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST EN ISO 20607:2020
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SIST EN ISO 20607:2020
EN ISO 20607
EUROPEAN STANDARD
NORME EUROPÉENNE
July 2019
EUROPÄISCHE NORM
ICS 13.110
English Version
Safety of machinery - Instruction handbook - General
drafting principles (ISO 20607:2019)
Sécurité des machines - Notice d'instructions - Sicherheit von Maschinen - Betriebsanleitung -
Principes rédactionnels généraux (ISO 20607:2019) Allgemeine Gestaltungsgrundsätze (ISO 20607:2019)
This European Standard was approved by CEN on 17 June 2019.
CEN 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 CEN-CENELEC Management Centre or to any CEN
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 CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2019 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 20607:2019 E
worldwide for CEN national Members.
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SIST EN ISO 20607:2020
EN ISO 20607:2019 (E)
Contents Page
European foreword . 3
Annex ZA (informative) Relationship between this European Standard and the essential
requirements of Directive 2006/42/EC aimed to be covered . 4
2
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SIST EN ISO 20607:2020
EN ISO 20607:2019 (E)
European foreword
This document (EN ISO 20607:2019) has been prepared by Technical Committee ISO/TC 199 "Safety of
machinery" in collaboration with Technical Committee CEN/TC 114 “Safety of machinery” the
secretariat of which is held by DIN.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by January 2020, and conflicting national standards shall
be withdrawn at the latest by January 2020.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document has been prepared under a mandate given to CEN by the European Commission and the
European Free Trade Association, and supports essential requirements of EU Directive(s).
For the relationship with EU Directive(s) see informative Annex ZA, which is an integral part of this
document.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the
United Kingdom.
Endorsement notice
The text of ISO 20607:2019 has been approved by CEN as EN ISO 20607:2019 without any modification.
3
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SIST EN ISO 20607:2020
EN ISO 20607:2019 (E)
Annex ZA
(informative)
Relationship between this European Standard and the essential
requirements of Directive 2006/42/EC aimed to be covered
This European Standard has been prepared under a Commission’s standardization request "M/396
Mandate to CEN and CENELEC for Standardisation in the field of machinery"to provide one voluntary
means of conforming to essential requirements of Directive 2006/42/EC of the European Parliament
and of the Council of 17 May 2006 on machinery, and amending Directive 95/16/EC (recast).
Once this standard is cited in the Official Journal of the European Union under that Directive,
compliance with the normative clauses of this standard given in Table ZA.1 confers, within the limits of
the scope of this standard, a presumption of conformity with the corresponding essential requirements
of that Directive and associated EFTA regulations.
Table ZA.1 — Correspondence between this European Standard and Annex I of Directive
2006/42/EC
Essential Requirement of Clause(s)/sub-clause(s) Remarks/Notes
Directive of this EN
Within the limits of the scope Clause 4 (except 4.11) and
essential requirement 1.7.4.2, Clause 5
except indent u), is covered.
WARNING 1 — Presumption of conformity stays valid only as long as a reference to this European
Standard is maintained in the list published in the Official Journal of the European Union. Users of this
standard should consult frequently the latest list published in the Official Journal of the European
Union.
WARNING 2 — Other Union legislation may be applicable to the product(s) falling within the scope of
this standard.
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SIST EN ISO 20607:2020
INTERNATIONAL ISO
STANDARD 20607
First edition
2019-06
Safety of machinery — Instruction
handbook — General drafting
principles
Sécurité des machines — Notice d'instructions — Principes
rédactionnels généraux
Reference number
ISO 20607:2019(E)
©
ISO 2019
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SIST EN ISO 20607:2020
ISO 20607:2019(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2019
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2019 – All rights reserved
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SIST EN ISO 20607:2020
ISO 20607:2019(E)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Principles and general information . 2
4.1 General . 2
4.2 Target group for the instruction handbook. 2
4.3 Information needs . 3
4.4 Comprehensible terminology and wording . 3
4.5 Presentation of the instruction handbook . 3
4.6 Information from component or subsystem suppliers . 4
4.7 Legibility . 4
4.8 Warnings, hazard and safety symbols used in the instruction handbook . 4
4.9 Structuring . 4
4.10 Residual risks . 4
4.10.1 General. 4
4.10.2 Signals and warning devices provided with the machine . 4
4.11 IT security vulnerabilities . 5
5 Content and structure of the instruction handbook . 5
5.1 General . 5
5.2 Instruction handbook content . 6
5.2.1 Basic parts of an introduction handbook . 6
5.2.2 Safety . 7
5.2.3 Machine overview . 8
5.2.4 Transportation, handling and storage . 9
5.2.5 Assembly, installation and commissioning . 9
5.2.6 Original equipment manufacturer settings .10
5.2.7 Operation .10
5.2.8 Product or capacity changeover .11
5.2.9 Inspection, testing and maintenance .11
5.2.10 Cleaning and sanitizing .12
5.2.11 Fault finding/troubleshooting and repair . .13
5.2.12 Dismantling, disabling and scrapping .13
5.2.13 Documents and drawings .13
5.2.14 Index .14
5.2.15 Glossary .14
5.2.16 Annexes .14
6 Language and formulation/style guide .14
6.1 General .14
6.2 Language version(s) .14
6.3 Formulation guidance for instructions .14
6.4 Simple wording for instructions .15
6.5 Warnings .15
7 Forms of publication .16
Annex A (informative) Correspondence between ISO 12100:2010, 6.4, and this document .17
Annex B (informative) Presentation and formatting.18
Annex C (informative) Recommendations for writing instructions .21
Bibliography .24
© ISO 2019 – All rights reserved iii
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SIST EN ISO 20607:2020
ISO 20607:2019(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www .iso
.org/iso/foreword .html.
This document was prepared by Technical Committee ISO/TC 199, Safety of machinery.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/members .html.
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SIST EN ISO 20607:2020
ISO 20607:2019(E)
Introduction
This document is a type-B standard as stated in ISO 12100.
This document is of relevance, in particular, for the following stakeholder groups representing the
market players with regard to machinery safety:
— machine manufacturers (small, medium and large enterprises);
— health and safety bodies (regulators, accident prevention organisations, market surveillance etc.).
Others can be affected by the level of machinery safety achieved with the means of the document by the
above-mentioned stakeholder groups:
— machine users/employers (small, medium and large enterprises);
— machine users/employees (e.g. trade unions, organizations for people with special needs);
— service providers, e. g. for maintenance (small, medium and large enterprises);
— consumers (in case of machinery intended for use by consumers).
The above-mentioned stakeholder groups have been given the possibility to participate at the drafting
process of this document.
In addition, this document is intended for standardization bodies elaborating type-C standards.
The requirements of this document can be supplemented or modified by a type-C standard.
For machines which are covered by the scope of a type-C standard and which have been designed and
built according to the requirements of that standard, the requirements of that type-C standard take
precedence.
The structure of safety standards in the field of machinery is as follows.
a) Type-A standards (basic safety standards) give basic concepts, principles for design and general
aspects that can be applied to machinery;
b) Type-B standards (generic safety standards) dealing with one or more safety aspect(s), or one or
more type(s) of safeguards that can be used across a wide range of machinery:
— type-B1 standards on particular safety aspects (for example, safety distances, surface
temperature, noise);
— type-B2 standards on safeguards (for example, two-hand control devices, interlocking devices,
pressure-sensitive devices, guards);
c) Type-C standards (machine safety standards) dealing with detailed safety requirements for a
particular machine or group of machines.
This type-B standard is written to provide guidance to machine manufacturers on how to provide an
instruction handbook. According to ISO 12100:2010, 6.4.1.1, drafting information for use is an integral
part of the design of a machine. Information for use consists of communication links, such as texts,
words, signs, signals, symbols or diagrams, used separately or in combination to convey information to
the user. Information for use is intended for professional and/or non-professional users. Instructions
are a key part of the information for use of a machine. This document provides safety specifications for
machinery that is more specific than IEC/IEEE 82079-1.
The instruction handbook drafted in accordance with this document is intended to inform the user in
such a manner that after reading it, he/she is aware of how the machine can be used safely according to
its intended use during its life cycle, considering also aspects of reasonably foreseeable misuse.
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SIST EN ISO 20607:2020
ISO 20607:2019(E)
The objective fulfilled by this document is to improve the safety specifications and readability/ease of
use of the instruction handbook of the machine.
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SIST EN ISO 20607:2020
INTERNATIONAL STANDARD ISO 20607:2019(E)
Safety of machinery — Instruction handbook — General
drafting principles
1 Scope
This document specifies requirements for the machine manufacturer for preparation of the safety-
relevant parts of an instruction handbook for machinery.
This document:
— provides further specifications to the general requirements on information for use given in
ISO 12100:2010, 6.4.5; and
— deals with the safety-related content, the corresponding structure and presentation of the
instruction handbook, taking into account all phases of the life cycle of the machine.
NOTE 1 The strategy for risk reduction at the machine is given in ISO 12100:2010, Clause 6, and includes
inherently safe design measures, safeguarding and complementary risk reduction measures as well as
information for use.
NOTE 2 Annex A contains a correspondence table between ISO 12100:2010, 6.4, and this document.
NOTE 3 Information for conception and preparation of instructions in general is available in IEC/IEEE 82079-1.
This document establishes the principles which are indispensable to provide information on
residual risks.
This document does not address requirements for declaration of noise and vibration emissions.
This document is not applicable to machinery manufactured before the date of its publication.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements 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.
ISO 12100:2010, Safety of machinery — General principles for design — Risk assessment and risk reduction
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 12100 and the following apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1
instruction handbook
part of the information for use provided by a machine manufacturer to the machine user that contains
instructions and advice concerning the use of the machinery during all phases of its life cycle
Note 1 to entry: Instruction handbook is a subset of information for use. For more information, see
ISO 12100:2010, 6.4.
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SIST EN ISO 20607:2020
ISO 20607:2019(E)
3.2
integrator
entity who designs, provides, manufactures or assembles an integrated manufacturing system and is in
charge of the safety strategy, including the protective measures, control interfaces and interconnections
of the control system
Note 1 to entry: The integrator may be a manufacturer, assembler, engineering company or the user.
[SOURCE: ISO 11161:2007, 3.10]
3.3
risk reduction measure
action or means to eliminate hazards or reduce risks
Note 1 to entry: The term "risk reduction measure"used in this document corresponds to the term "protective
measure" used in ISO 12100.
EXAMPLE Inherently safe design; protective devices; personal protective equipment; information for use
and installation; organization of work; training; application of equipment; supervision.
[SOURCE: ISO/IEC Guide 51:2014, 3.13, modified — The synonymous term has been deleted and Note 1
to entry has been added.]
3.4
vulnerable user
user at greater risk of harm from products or systems, due to age, level of literacy, physical or mental
condition or limitations, or inability to access product safety information
[SOURCE: ISO/IEC Guide 51:2014, 3.16, modified — The term "consumer" has been replaced by "user" in
the term and in the definition.]
4 Principles and general information
4.1 General
The purpose of the instruction handbook is to provide the user with such information that the machinery
concerned can be effectively and safely used during the life cycle of the machine, also considering
reasonably foreseeable misuse. When the instruction handbook is being prepared, the communication
process “read – think – use” should be followed in order to achieve the maximum effect for the reader.
NOTE For general principles of design of instruction handbooks see also IEC/IEEE 82079-1:2019, 6.3.
The instruction handbook shall follow sequential operations, as applicable.
The instruction handbook shall provide the target group(s) with information on:
— intended use;
— the machine itself and, as appropriate, its parts and components;
— relevant phases of the life cycle of the machine according to ISO 12100;
— hazards that have been identified and risk reduction measures that have been applied in conjunction
with activities the user is expected to perform (human machine interaction); and
— residual risks, as these can require risk reduction by the user of the machine.
4.2 Target group for the instruction handbook
Target groups consisting of persons who interact directly with the machine and the task(s) they
perform shall be identified.
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SIST EN ISO 20607:2020
ISO 20607:2019(E)
Target groups that can interact with the machine shall be described in the instruction handbook and
typically include, but are not limited to:
a) installers (for example, system integrators);
b) operators;
c) maintenance personnel or technicians;
d) cleaning personnel;
e) dismantling personnel.
4.3 Information needs
The instruction handbook shall take into account the specific needs, foreseeable knowledge and
technical vocabulary of the target group intended to use the machine.
4.4 Comprehensible terminology and wording
The instruction handbook shall be:
a) comprehensible by using preferably standardized terms, well recognized technical terms or
explaining special technical terms and expressions, if used;
b) as simple and as brief as possible by using, for example
— language-independent instructions to support the text (pictograms, pictures, drawings etc.);
— short and simple sentences;
— where synonyms are available, use only one term;
— tables and listings;
— chronological, logical and sequential writing;
— repetition, where necessary;
— diagrams, charts;
c) expressed in consistent terms and units (for example, SI quantities);
d) drafted using the active voice;
e) easily translatable.
NOTE For guidance and examples on formulation, see Annex C.
4.5 Presentation of the instruction handbook
The instruction handbook may be presented as a single document or as a set of separate documents, for
example, for the following reasons:
— instructions intended for different target groups (see 4.2);
— a single document is too large or complex;
— document is addressing different life phases of the machine.
When providing information for different target groups in a single document the information shall be
clearly separated so that a user does not accidently
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