SIST EN IEC 62402:2019
(Main)Obsolescence management (IEC 62402:2019)
Obsolescence management (IEC 62402:2019)
This document provides requirements and guidance for obsolescence management applicable
to any organization that is dependent on another organization to obtain value from the
usefulness of the items that it provides. A cost-effective obsolescence management process
and the activities used to implement the process are applicable throughout all phases of an
item’s life cycle.
This document covers the following areas:
• establishing an obsolescence management policy;
• establishing an infrastructure and an organization;
• developing an obsolescence management plan (OMP);
• developing strategies to minimize obsolescence during design;
• determining an obsolescence management approach;
• selecting obsolescence resolution and implementation;
• measuring and improving the performance of the outcomes of the obsolescence
management activities.
Guidance on obsolescence management is included as notes, in the informative annexes and
references in the Bibliography.
Obsoleszenzmanagement (IEC 62402:2019)
Gestion de l'obsolescence (IEC 62402:2019)
IEC 62402:2019 fournit des exigences et des recommandations relatives à la gestion de l'obsolescence qui s'appliquent à toute organisation faisant appel à une autre organisation pour tirer parti des entités fournies par cette dernière. Un processus rentable de gestion de l'obsolescence ainsi que les activités de mise en œuvre de ce processus s'appliquent à chaque phase du cycle de vie d'une entité. Le présent document couvre les points suivants:
• l'établissement d'une stratégie de gestion de l'obsolescence;
• l'établissement d'une infrastructure et d'une organisation;
• le développement d'un plan de gestion de l'obsolescence;
• le développement de stratégies visant à réduire le plus possible l'obsolescence au cours de la conception;
• l'identification de l'approche de gestion de l'obsolescence à adopter;
• le choix et la mise en œuvre de la résolution de l'obsolescence;
• la mesure et l'amélioration des performances des activités de gestion de l'obsolescence.
Des recommandations relatives à la gestion de l'obsolescence sont incluses sous forme de notes, dans les annexes informatives et dans la Bibliographie.Cette deuxième édition annule et remplace la première édition parue en 2007. Cette édition constitue une révision technique. Cette édition comprend les modifications techniques majeures suivantes par rapport à l'édition précédente:
a) le présent document a été réécrit pour se conformer aux exigences d'une norme et non d'un guide;
b) le présent document contient toujours des recommandations dans ses annexes informatives;
c) le présent document a été rédigé pour servir de processus général pour l'ensemble des technologies et entités.
Mots clés : gestion de l'obsolescence
Upravljanje zastarelosti (IEC 62402:2019)
Ta dokument podaja zahteve in smernice za upravljanje zastarelosti, ki se uporabljajo za katero koli organizacijo, ki je odvisna od druge organizacije za pridobivanje vrednosti o uporabnosti elementov, ki jih zagotavlja. Stroškovno učinkovit proces upravljanja zastarelosti in dejavnosti za uvedbo postopka se uporabljajo skozi vse stopnje življenjske dobe elementa:
Ta dokument zajema naslednja področja:
• vzpostavitev politike upravljanja zastarelosti;
• vzpostavitev infrastrukture in organizacije;
• vzpostavitev načrta upravljanja zastarelosti (OMP);
• razvoj strategij za zmanjšanje zastarelosti med zasnovo;
• določanje pristopa upravljanja zastarelosti;
• izbira reševanja in uvedbe zastarelosti;
• merjenje in izboljšanje rezultatov dejavnosti upravljanja zastarelosti.
Smernice glede upravljanja zastarelosti so kot opombe vključene v informativnih dodatkih in referencah v bibliografiji.
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN IEC 62402:2019
01-oktober-2019
Nadomešča:
SIST EN 62402:2008
Upravljanje zastarelosti (IEC 62402:2019)
Obsolescence management (IEC 62402:2019)
Obsoleszenzmanagement (IEC 62402:2019)
Gestion de l'obsolescence (IEC 62402:2019)
Ta slovenski standard je istoveten z: EN IEC 62402:2019
ICS:
21.020 Značilnosti in načrtovanje Characteristics and design of
strojev, aparatov, opreme machines, apparatus,
equipment
SIST EN IEC 62402:2019 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
---------------------- Page: 1 ----------------------
SIST EN IEC 62402:2019
---------------------- Page: 2 ----------------------
SIST EN IEC 62402:2019
EUROPEAN STANDARD EN IEC 62402
NORME EUROPÉENNE
EUROPÄISCHE NORM
July 2019
Supersedes EN 62402:2007 and all of its amendments
ICS 21.020
and corrigenda (if any)
English Version
Obsolescence management
(IEC 62402:2019)
Gestion de l'obsolescence Obsoleszenzmanagement
(IEC 62402:2019) (IEC 62402:2019)
This European Standard was approved by CENELEC on 2019-07-03. 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 CEN-CENELEC
Management Centre 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 CEN-CENELEC Management Centre has the
same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic,
Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the
Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and the United Kingdom.
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2019 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN IEC 62402:2019 E
---------------------- Page: 3 ----------------------
SIST EN IEC 62402:2019
EN IEC 62402:2019 (E)
European foreword
The text of document 56/1838/FDIS, future edition 2 of IEC 62402, prepared by IEC/TC 56 "Dependability" was
submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN IEC 62402:2019.
The following dates are fixed:
• latest date by which the document has to be implemented at national level by (dop) 2020-04-03
publication of an identical national standard or by endorsement
• latest date by which the national standards conflicting with the (dow) 2022-07-03
document have to be withdrawn
This document supersedes EN 62402:2007 and all of its amendments and corrigenda (if any).
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. CENELEC shall not be held responsible for identifying any or all such patent rights.
Endorsement notice
The text of the International Standard IEC 62402:2019 was approved by CENELEC as a European Standard
without any modification.
IEC 60300-1 NOTE Harmonized as EN 60300-1
IEC 62239-1 NOTE Harmonized as EN IEC 62239-1
IEC/ISO 31010 NOTE Harmonized as EN 31010
IEC 62474 NOTE Harmonized as EN IEC 62474
1
IEC 62668-1 NOTE Harmonized as EN 62668-1
IEC 62435-1 NOTE Harmonized as EN 62435-1
IEC 62435-4 NOTE Harmonized as EN IEC 62435-4
2
IEC 62668-2 NOTE Harmonized as EN IEC 62668-2
1
Under preparation. Stage at the time of publication: prEN 62668-1
2
Under preparation. Stage at the time of publication: FprEN IEC 62668-2
2
---------------------- Page: 4 ----------------------
SIST EN IEC 62402:2019
IEC 62402
®
Edition 2.0 2019-05
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Obsolescence management
Gestion de l'obsolescence
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 21.020 ISBN 978-2-8322-6960-2
Warning! Make sure that you obtained this publication from an authorized distributor.
Attention! Veuillez vous assurer que vous avez obtenu cette publication via un distributeur agréé.
® Registered trademark of the International Electrotechnical Commission
Marque déposée de la Commission Electrotechnique Internationale
---------------------- Page: 5 ----------------------
SIST EN IEC 62402:2019
– 2 – IEC 62402:2019 © IEC 2019
CONTENTS
FOREWORD . 5
INTRODUCTION . 7
1 Scope . 8
2 Normative references . 8
3 Terms, definitions and abbreviated terms . 8
3.1 Terms and definitions . 8
3.2 Abbreviated terms . 11
4 Obsolescence management . 12
4.1 What is obsolescence . 12
4.2 What is obsolescence management . 13
4.3 Benefits of obsolescence management . 13
4.4 Obsolescence management process . 14
5 Obsolescence management policy . 17
6 Infrastructure and organization . 18
6.1 General . 18
6.2 Management responsibilities . 18
6.3 Obsolescence management organization . 18
6.4 Customer/manufacturer management. 18
6.5 Partnering agreements between organizations . 19
7 Development of an OMP . 19
7.1 OMP . 19
7.2 OMP contents . 19
8 Strategies to minimize obsolescence during design . 21
8.1 Obsolescence as a consideration in design . 21
8.2 Source code . 21
8.3 Material characterization . 21
8.4 Modularity . 21
8.5 Transparency . 21
8.6 Sustainable technologies including materials . 22
8.7 Open standards . 22
8.8 Obtaining IPR . 22
8.9 Software licensing . 22
8.10 Data acquisition . 22
9 Obsolescence management approach . 23
9.1 Introduction to risk assessment . 23
9.2 Obsolescence monitoring . 24
9.2.1 Monitoring background . 24
9.2.2 Obsolescence notice monitoring . 25
9.2.3 Direct contact monitoring . 25
9.3 Risk assessment to select approach . 25
9.4 Proactive approach . 27
9.5 Reactive approach . 27
10 Obsolescence resolutions . 27
10.1 Resolution selection and implementation . 27
---------------------- Page: 6 ----------------------
SIST EN IEC 62402:2019
IEC 62402:2019 © IEC 2019 – 3 –
10.2 Same item . 28
10.3 Life of need buy . 29
10.4 Substitutes . 30
10.5 Emulation and reverse engineering . 30
10.6 Design change . 31
11 Measurement and improvement of obsolescence management activities . 31
11.1 General . 31
11.2 Metrics . 31
Annex A (informative) Vocabulary relating to obsolescence . 33
Annex B (informative) Obsolescence resolutions . 36
B.1 Obsolescence management resolutions with EOP forecast . 36
B.2 Obsolescence management resolutions with EOP announcement . 37
B.3 Alternate manufacturers: example of a reactive approach in electronics . 38
Annex C (informative) Guidance on the effects of obsolescence . 39
Annex D (informative) Guidance on the OMP . 40
Annex E (informative) Examples of an obsolescence risk assessment . 41
E.1 General . 41
E.2 Example 1 . 41
E.3 Example 2 . 42
E.3.1 Risk assessment process . 42
E.3.2 Likelihood assessment. 43
E.3.3 Impact date assessment . 43
E.3.4 Obsolescence risk . 44
E.3.5 Review . 44
Annex F (informative) Example of an obsolescence management decision process . 45
Bibliography . 47
Figure 1 – Obsolescence management activities . 14
Figure 2 – Assessments identifying obsolescence risks and issues . 15
Figure 3 – Item's life cycle versus obsolescence management activities . 17
Figure 4 – Proactive versus reactive approaches with resolutions . 24
Figure B.1 – Item production output with EOP forecast and obsolescence scenarios . 36
Figure B.2 – Item production output at EOP announcement and obsolescence
scenarios . 37
Figure E.1 – Sample risk assessment process . 43
Figure F.1 – Initial decision process to recommend obsolescence resolutions . 45
Figure F.2 – Decision process to recommend obsolescence resolutions (long term
repairs strategy) . 46
Figure F.3 – Decision process to recommend obsolescence resolutions (LNB) . 46
Table E.1 – Likelihood assessment . 41
Table E.2 – Impact assessment . 41
Table E.3 – Combination of likelihood and impact assessment . 42
---------------------- Page: 7 ----------------------
SIST EN IEC 62402:2019
– 4 – IEC 62402:2019 © IEC 2019
Table E.4 – Level of proactive approach assessment . 42
Table E.5 – EOP forecast . 43
Table E.6 – Number of approved manufacturers . 43
Table E.7 – Likelihood . 43
Table E.8 – Impact date . 44
Table E.9 – Risk level . 44
Table E.10 – Obsolescence risk review . 44
---------------------- Page: 8 ----------------------
SIST EN IEC 62402:2019
IEC 62402:2019 © IEC 2019 – 5 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
OBSOLESCENCE MANAGEMENT
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 itself does not provide any attestation of conformity. Independent certification bodies provide conformity
assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any
services carried out by independent certification bodies.
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 62402 has been prepared by IEC technical committee 56:
Dependability.
This second edition cancels and replaces the first edition published in 2007. This edition
constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous
edition:
a) this document has now been written with requirements as a standard, not a guide;
b) this document continues to have guidance in the informative annexes;
c) this document has been written as a general process for all technologies and items.
---------------------- Page: 9 ----------------------
SIST EN IEC 62402:2019
– 6 – IEC 62402:2019 © IEC 2019
The text of this International Standard is based on the following documents:
FDIS Report on voting
56/1838/FDIS 56/1843/RVD
Full information on the voting for the approval of this International Standard can be found in
the report on voting indicated in the above table.
This document has been drafted in accordance with the ISO/IEC Directives, Part 2.
The committee has decided that the contents of this document will remain unchanged until the
stability date indicated on the IEC website under "http://webstore.iec.ch" in the data related to
the specific document. At this date, the document will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.
---------------------- Page: 10 ----------------------
SIST EN IEC 62402:2019
IEC 62402:2019 © IEC 2019 – 7 –
INTRODUCTION
For the purposes of this document, obsolescence management is a discipline used at all
phases of an item’s life cycle to ensure an item and its sub items can continue to fulfil their
requirements over their expected useful life.
This document takes a different view of obsolescence from the standard dictionary definition.
Instead of an item becoming outdated or no longer used, this document views obsolescence
as the transition of a required item still in use from available to unavailable from the
manufacturer. Any item that remains in use will be subject to obsolescence. Obsolescence
manifests itself as difficulty in obtaining supplies, spares and/or support.
This document defines the requirements for managing the obsolescence of any type of item.
Obsolescence management helps prevent unnecessary losses (for example loss of
commercial service or capability) and treat risks associated with obsolescence. The
assessment of risk associated with obsolescence takes account of factors including but not
limited to: the likelihood of an item becoming obsolete during its expected useful life, the
likelihood of an impact occurring during that projected useful life, and the severity of that
impact. Obsolescence management treats risks associated with obsolescence by reducing the
likelihood or severity of impact, or both.
It has become essential to include obsolescence management within planning activities from
the earliest life cycle phases. The guidance provided in this document could be characterized
as strategic obsolescence management when obsolescence management is planned and
implemented during the early life cycle phases.
Even though this situation may not be a direct case of obsolescence, this document will also
be of assistance in the management of items that have diminished manufacturing sources and
materiel shortages that can result in long lead times, reduced availability and ultimately
obsolescence of those items.
Managing obsolescence contributes to the dependability of an item, particularly supportability,
which is defined as the ‘ability to be supported to sustain the required availability with a
defined operational profile and given logistic and maintenance resources’. As such,
obsolescence management may be performed as part of an overall dependability
1
management programme as described in IEC 60300-1 [1] .
____________
1
Numbers in square brackets refer to the Bibliography.
---------------------- Page: 11 ----------------------
SIST EN IEC 62402:2019
– 8 – IEC 62402:2019 © IEC 2019
OBSOLESCENCE MANAGEMENT
1 Scope
This document provides requirements and guidance for obsolescence management applicable
to any organization that is dependent on another organization to obtain value from the
usefulness of the items that it provides. A cost-effective obsolescence management process
and the activities used to implement the process are applicable throughout all phases of an
item’s life cycle.
This document covers the following areas:
• establishing an obsolescence management policy;
• establishing an infrastructure and an organization;
• developing an obsolescence management plan (OMP);
• developing strategies to minimize obsolescence during design;
• determining an obsolescence management approach;
• selecting obsolescence resolution and implementation;
• measuring and improving the performance of the outcomes of the obsolescence
management activities.
Guidance on obsolescence management is included as notes, in the informative annexes and
references in the Bibliography.
2 Normative references
There are no normative references in this document.
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following
addresses:
• IEC Electropedia: available at http://www.electropedia.org/
• ISO Online browsing platform: available at http://www.iso.org/obp
3.1.1
alternative item
item whose characteristics can be different from that specified for one or more reasons
EXAMPLE Items with different quality or reliability level, tolerance, parameteters, temperature range.
Note 1 to entry: See also ‘substitutes’ (10.4).
3.1.2
commercial off-the-shelf
COTS
conforming to the manufacturer’s datasheet and available to any purchaser
---------------------- Page: 12 ----------------------
SIST EN IEC 62402:2019
IEC 62402:2019 © IEC 2019 – 9 –
Note 1 to entry: A single user is not able to influence the manufacturer’s datasheet.
Note 2 to entry: This note applies to the French language only.
3.1.3
emulation
process that produces a substitute item for the purpose of replacing another item while
maintaining the same form, fit and function, and interface
Note 1 to entry: Microcircuit emulation can replicate, with state-of-the-art, items that emulate the original item.
3.1.4
end of production
EOP
date of discontinuance from manufacture
Note 1 to entry: This note applies to the French language only.
3.1.5
equivalent item
item which is functionally, parametrically and technically interchangeable
Note 1 to entry: This term is also known as ‘form, fit, function and interface’ F3I.
Note 2 to entry: See also ‘substitutes’ (10.4).
3.1.6
existing stock
sub item(s) from within the supply chain and inventory that can be allocated to the item
without requalification
3.1.7
indenture level
level of sub-division within a system hierarchy
EXAMPLE System, subsystem, assembly, and component.
Note 1 to entry: From the maintenance perspective, the indenture level depends upon various factors, including
the complexity of the item's construction, the accessibility of sub items, skill level of maintenance personnel, test
equipment facilities, and safety considerations.
[SOURCE: IEC 60050-192:2015 [2], 192-01-05]
3.1.8
item
subject being considered
Note 1 to entry: The item may be an individual part, component, device, functional unit, equipment, subsystem, or
system.
Note 2 to entry: The item may consist of hardware, software, people or any combination thereof.
Note 3 to entry: The item is often comprised of elements that may each be individually considered. See sub
item (3.1.21) and indenture level (3.1.7).
Note 4 to entry: IEC 60050-191:1990 (now withdrawn; replaced by IEC 60050-192:2015) identified the term
“entity” as an English synonym, which is not true for all applications.
Note 5 to entry: The definition for item in IEC 60050-191:1990 (now withdrawn; replaced by IEC 60050-192:2015)
is a description rather than a definition. This new definition provides meaningful substitution throughout this
document. The words of the former definition form new note 1.
[SOURCE: IEC 60050-192:2015 [2], 192-01-01]
---------------------- Page: 13 ----------------------
SIST EN IEC 62402:2019
– 10 – IEC 62402:2019 © IEC 2019
3.1.9
integrator
organization that assembles an item of complex sub items for the end user
Note 1 to entry: Examples of items for the end user are: car, ship, aeroplane, oilrig.
3.1.10
life of need buy
LNB
procurement of sub items sufficient to support the item throughout its life cycle, or until the
next planned upgrade
Note 1 to entry: Identified as a proactive LNB or a reactive LNB depending on which obsolescence approach is
being used for the phase of the life cycle for which the procurement is taking place. (See 10.3).
Note 2 to entry: This term was previously known as lifetime buy.
Note 3 to entry: This note applies to the French language only.
3.1.11
manufacturer
organization or individual with responsibility for the design, manufacture, packaging and
labelling of an item before placing the item on the market under their own name or trademark
3.1.12
obsolescence
transition of an item from available to unavailable from the manufacturer in accordance with
the original specification
Note 1 to entry: In high reliability items, the sub item’s original manufacturer and original specification are
generally identified in the item’s original configuration.
Note 2 to entry: Obsolescence might be because production has ended or because of the lack of availability of
service provision, support of software or processed material.
Note 3 to entry: A specifi
...
Questions, Comments and Discussion
Ask us and Technical Secretary will try to provide an answer. You can facilitate discussion about the standard in here.