PD ISO GUIDE — ISO Guides Single-File Series Overview (5 Standards)

Covers ISO Guides on reference materials terminology and use, risk management vocabulary, and machinery safety standard drafting rules

📐 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.

ISO Guides do not target a single product but are “standards about standards”: they define how to define terms, write certificates and draft safety standards, and are fundamental tools for standards writers and quality-system practitioners.

1. Standard List and System Framework

The five PD ISO GUIDE documents covered in this overview are listed below, addressing reference materials, risk management and machinery safety.

ReferenceTitle
PD ISO GUIDE 30:2015Reference materials — Selected terms and definitions
PD ISO GUIDE 31:2015Reference materials — Contents of certificates, labels and accompanying documentation
PD ISO GUIDE 33:2015Reference materials — Good practice in using reference materials
PD ISO GUIDE 73:2009Risk management — Vocabulary
PD ISO GUIDE 78:2012Safety of machinery — Rules for drafting and presentation of safety standards

2. Technical Content of Representative Standards

D

PD ISO GUIDE 30:2015 — Reference materials: selected terms and definitions

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.

D

PD ISO GUIDE 31:2015 — Reference materials: contents of certificates, labels and accompanying documentation

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.

D

PD ISO GUIDE 33:2015 — Reference materials: good practice in using them

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.

D

PD ISO GUIDE 73:2009 — Risk management: vocabulary

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.

D

PD ISO GUIDE 78:2012 — Safety of machinery: rules for drafting and presentation of safety standards

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.

3. Key Technical Points

The key technical points of the PD ISO GUIDE series can be summarized as follows:

ReferenceTitle
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.

4. Engineering Practice and Application

🧪 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).

5. FAQ

Q: Q: What is the difference between a reference material (RM) and a certified reference material (CRM)?
A: A: An RM is a material sufficiently homogeneous and stable in one or more property values, used for calibration, verification or assignment; a CRM is an RM accompanied by certified property values and uncertainties, traceable to measurement units. A CRM is the highest-quality, most strictly used class of RM.
Q: Q: Why is the content of an RM certificate so important?
A: A: The certificate is the carrier of the RM property value and its uncertainty, and the evidence of metrological traceability. Incomplete or inconsistent certificate content prevents users from using the RM correctly and evaluating uncertainty properly, and may cause errors in value transfer.
Q: Q: What is the most common mistake when using an RM?
A: A: The most common is to ignore the RM uncertainty, the matrix matching with the target sample, and homogeneity/stability limits. Correct practice is to confirm the RM property value and uncertainty, applicable matrix and expiry date, and to properly include the RM uncertainty in control charts or uncertainty evaluation.
Q: Q: Why does risk management vocabulary need to be unified?
A: A: Terms such as risk, risk evaluation and risk treatment have different meanings across industries and contexts, causing communication ambiguity. Unified vocabulary provides a consistent language for implementing risk management standards and is the basis of risk communication and system establishment.
Q: Q: How do type A, B and C machinery safety standards divide the work?
A: A: Type-A standards (e.g. ISO 12100) give basic concepts and design principles; type-B standards give cross-industry safety requirements (e.g. emergency stop, guards); type-C standards give detailed safety requirements for specific machines. Type-C standards take precedence — where a type-C standard exists, its requirements apply.
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