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📐 The PD ISO GUIDE series comprises ISO “Guide” documents adopted in the UK as British Standards. ISO Guides are generally cross-cutting guidance documents that standardize terminology, codify good practice, or set drafting rules for standards in a specific field, and are fundamentally important to standardization itself. The five Guides covered here address reference materials (terminology, certificates, use), risk management vocabulary, and rules for drafting machinery safety standards.
The five PD ISO GUIDE documents covered in this overview are listed below, addressing reference materials, risk management and machinery safety.
| Reference | Title |
|---|---|
| PD ISO GUIDE 30:2015 | Reference materials — Selected terms and definitions |
| PD ISO GUIDE 31:2015 | Reference materials — Contents of certificates, labels and accompanying documentation |
| PD ISO GUIDE 33:2015 | Reference materials — Good practice in using reference materials |
| PD ISO GUIDE 73:2009 | Risk management — Vocabulary |
| PD ISO GUIDE 78:2012 | Safety of machinery — Rules for drafting and presentation of safety standards |
This Guide provides unified terminology and definitions for the field of reference materials (RMs), covering concepts such as reference material, certified reference material (CRM), property values, homogeneity, stability, characterization and uncertainty. The terms are grouped by theme: terms related to materials, terms related to measurement and testing, terms related to certification and issuance of RMs, and statistical terms used in the characterization of RMs. Unified terminology is the basis for RM production, certification, use and mutual recognition, allowing laboratories, producers and regulators to communicate within a single conceptual system.
This Guide specifies the content of certificates, labels and accompanying documentation for certified reference materials, ensuring that certificate information is complete, consistent and traceable. The certificate should state the RM identification, producer, property values and uncertainty, characterization methods, homogeneity and stability information, storage and transport conditions, expiry date and precautions for use. The certificate is the key carrier of RM value transfer, and the completeness and consistency of its content directly affect whether users can use the RM correctly and evaluate measurement uncertainty properly. The Guide also sets requirements for product information sheets and labels.
This Guide provides good-practice recommendations for the correct use of reference materials. It explains the role of RMs in measurement, common applications (calibration, verification, quality control, proficiency testing, uncertainty evaluation), how property values are used, the influence of homogeneity and stability on use, and the statistical and metrological considerations when using RMs. The Guide emphasizes that users should note the property value and uncertainty, the intended use and matrix matching, and avoid misuse; it gives practical recommendations for different application scenarios to help laboratories derive full value from RMs.
This Guide provides unified terms and definitions for risk management, replacing the withdrawn PD ISO/IEC GUIDE 73:2002. Risk management spans organizational, project and product levels, and its terms (risk, risk criteria, risk management, risk identification, risk analysis, risk evaluation, risk treatment, risk owner, etc.) vary across industries and contexts. The Guide unifies these concepts, providing a consistent linguistic basis for implementing risk management standards such as ISO 31000, and is an important tool for risk professionals, standards writers and auditors.
This Guide sets the rules for drafting and presenting machinery safety standards, and is the common basis for the ISO machinery safety standard system (type A, B and C standards). It specifies general principles for all safety standards and drafting requirements for type-B standards (cross-industry safety requirements) and type-C standards (specific machine safety requirements), including the hierarchy of safety standards, the expression of safety requirements, the presentation of hazard identification and risk assessment results, and the categories and performance levels of safety-related parts. The Guide helps standards writers translate risk-reduction measures into clear, enforceable safety requirements, ensuring consistency and harmonization among different machinery safety standards.
The key technical points of the PD ISO GUIDE series can be summarized as follows:
| Reference | Title |
|---|---|
| 术语统一 | Terms, definitions and grouping for reference materials and risk management |
| 证书规范 | Content requirements for CRM certificates, labels and accompanying documentation |
| 使用实践 | Use of RMs for calibration, verification, quality control, proficiency testing and uncertainty |
| 安全起草 | Structure of type A/B/C machinery safety standards, risk presentation and safety requirement expression |
Together these ISO Guides support the quality and consistency of the standardization system: unified terminology avoids conceptual confusion, standardized certificates ensure value transfer, good practice guides correct use, and safety drafting rules ensure the harmonization of machinery safety standards.
🧪 Reference materials: PD ISO GUIDE 30/31/33 form the common basis for RM producers, certification bodies and laboratories — producers use 30 for terminology and 31 for certificates, while laboratories use 33 for correct use; they are widely applied in analytical chemistry, clinical testing, materials and food testing.
📊 Risk management: PD ISO GUIDE 73 provides unified terminology for establishing an organizational risk management framework (e.g. ISO 31000), applied across enterprise, project and product risk management.
⚙️ Machinery safety: PD ISO GUIDE 78 guides machinery safety standards writers, serving the drafting and harmonization of standards under the EU Machinery Directive (2006/42/EC).