GB 9969.1-1998 English PDF (GB9969.1-1998)
GB 9969.1-1998 English PDF (GB9969.1-1998)
See Chinese contents: GB 9969.1-1998
GB 9969.1-1998: General principles for preparation of instructions for use of industrial products
NATIONAL STANDARD OF THE
PEOPLE’S REPUBLIC OF CHINA
Replacing GB 9969.1-88
General principles for preparation of instructions for use of
ISSUED ON: MARCH 25, 1998
IMPLEMENTED ON: OCTOBER 01, 1998
Issued by: State Bureau of Technical Supervision
Table of Contents
Foreword ... 3
1 Scope ... 4
2 Normative references ... 4
3 Basic requirements ... 4
4 Preparation of instructions for use ... 6
Appendix A (Normative) Main contents of the instructions for use ... 11 General principles for preparation of instructions for use of
This standard stipulates the basic requirements and preparation methods of instructions for use of industrial products (hereinafter referred to as instructions for use). This standard is applicable to the preparation of instructions for use of non-consumable industrial products.
Note: The preparation of instructions for use of industrial products is carried out in accordance with GB 5296.1-1997 "Instructions for use of products of consumer interest - General principles".
2 Normative references
Clauses contained in the following standards constitute the clauses of this standard by being quoted in this standard. At the time of publication, the editions indicated were valid. All standards are subject to revision, and parties using this standard shall explore the possibility of using the latest editions of the standards listed below. GB/T 1.1-1993 Directives for the work of standardization - Unit 1: Drafting and presentation of standards - Part 1: General rules for drafting standards GB 5296.1-1997 Instructions for use of products of consumer interest - General principles
3 Basic requirements
3.1 Instructions for use must be prepared when necessary. The instructions for use are an integral part of the delivered product.
3.2 The instructions for use shall clearly state the purpose and scope of application of the product, meanwhile give the main structure, performance, type, specification, methods of correct lifting, installation, use, operation, maintenance, service, storage according to the characteristics and needs of the product, as well as the safety measures to protect operators and products. See Appendix A (Normative) for details. 3.3 For products related to the environment and energy, the instructions for use shall specify the necessary content on environmental protection and energy conservation. 3.4 For products that are flammable, explosive, toxic, corrosive, or radioactive, the instructions for use shall include precautions, protective measures, emergency treatment methods in case of accidents.
3.5 When the product structure, performance, etc. are changed, the relevant content of the instructions for use must be revised, in a timely manner according to the prescribed procedures. Manufacturers shall provide users with instructions for use corresponding to the products.
3.6 The instructions for use can be prepared, according to the product model, OR according to the product series and complete sets of products. When compiling by series and complete sets of products, the parts with different contents and parameters must be clearly distinguished.
For complex products and complete sets of equipment, instructions for use can be prepared separately for functional units and complete machines, then combined into system instructions for use, according to product models and uses.
3.7 For the material products, such as metallurgy, minerals, building materials, chemicals, as well as components and other products used in supporting OEM, if the technical documents such as quality certificates and product manuals can meet the needs of users for the instructions for use, they can be used instead of the instructions for use.
3.8 For products that require safety restrictions or have a valid period, it shall provide the production date, validity period and storage period of the product. 3.9 The publication date of the instructions for use shall be indicated (4.10 in GB 5296.1-1997).
3.10 The instructions for use shall be consistent with the information about the same product, which is issued by the producer and manufacturer, such as the content on the advertisement or package (4.11 in GB 5296.1-1997).
3.11 When necessary, it shall be marked on the package or the cover of the instructions for use: "Please read the instructions for use before installing and using the product" (4.12 in GB 5296.1-1997).
3.12 The instructions for use shall indicate the serial number of the standard implemented by the product AND the production license number; the certification mark may be marked.
4 Preparation of instructions for use
4.1 Text, language
4.1.1 Industrial products for domestic users must provide instructions for uses in Chinese. Instructions for use, in Chinese and other languages, can also be provided as needed. At this time, the position of the Chinese instructions shall be eye-catching and prominent.
4.1.2 Industrial products for export must provide instructions for use, which are written in the official language of the sales area. When it is necessary to provide instructions for use in more than one language, the various languages shall be clearly distinguished. 4.1.3 The instructions for use shall use the simplified Chinese characters, which are officially promulgated and implemented by the State Council. For the instructions for uses for products, which are sold abroad or in Macao and Taiwan, traditional Chinese characters can be used, if required by users.
4.1.4 When the instructions for use is translated from one language to another language, authoritative language experts and technical experts shall complete the whole process of translation, including review (8.6.5 in GB 5296.1-1997).
4.1.5 See 4.7.2, for the wording requirements on safety content in the instructions for use.
4.2 Principles of expression
4.2.1 The expression of the content of the instructions for use shall be scientific, reasonable, in line with the operating procedures, so that users can quickly understand and master it. For example: Instructions for use of fire extinguishers must ensure that readers can understand and use them, in the shortest possible time.
4.2.2 For complex operating procedures, the instructions for use shall use diagrams, charts, operating procedure diagrams to illustrate, so as to help users master it smoothly. 4.2.3 For the instructions for use of a product, which has several different and independent functions, the basic and common functions of the product shall be introduced first, then other functions shall be introduced.
4.2.4 Instructions for use shall try to imagine the problems that users may encounter, such as the problems that the product may encounter at different times (seasons), different locations, different environmental conditions, so as to provide prevention and solutions.
4.2.5 Concise titles and notes shall be used, to help users quickly find what they need. 4.5 Printing
4.5.1 The printed materials of the instructions for use shall be strong and durable, which can ensure the availability of the instructions for use within the product life cycle. 4.5.2 The instructions for use for mass-produced stereotyped products shall generally be printed with offset or lead printing.
4.5.3 The text, symbols, figures, tables, photos, etc. of the instructions for use shall be clear and neat. If it is printed on both sides, the reading shall not be affected by reasons, such as see-through.
4.5.4 The cover of the instructions for use shall have a name that can accurately identify the product type (such as product model, designation, series, etc.), product name, words of "instructions for use". Meanwhile, there shall be the name of the production or manufacturing enterprise (factory name). In the instructions for use of the export product, the word "People's Republic of China" shall be added before the name of the enterprise.
4.5.5 The instructions for use must have the detailed address, zip code, telephone number of the manufacturer, on the back cover or inside cover.
4.5.6 It is allowed to print photos, graphics, approved marks (such as registered trademarks, factory logos, etc.) on the cover.
4.6.1 The format of the instructions for use can be 64K, 32K, 16K; other formats can be used if necessary.
4.6.2 Figures, tables, etc. are allowed to be lengthened horizontally; they may also be lengthened vertically, if necessary. Large-format figures and tables in large quantities can be bound separately.
4.6.3 The instructions for use can be single-page, folding-page or multi-page, according to the content. Multiple pages shall be bound into a volume.
4.7 Safety warnings
4.7.1 The instructions for use shall give safety warnings for the contents related to safety. 4.7.2 The content of safety warnings shall be expressed in larger font size or different fonts, OR emphasized with special symbols or colors.
4.7.3 For best results, the compilation of safety statements and safety warnings shall consider the following points:
- Content and illustrations shall be concise;
- The location, content, form of safety warnings shall be conspicuous;
- Ensure that the user can see the danger warning, from the position of use when using the product normally;
- Explain the nature of the injury (and, if necessary, the cause of the injury); - Give clear instructions on how to do it correctly;
- Give clear instructions on how to avoid the hazard;
- The language, graphic symbols, illustrations used shall be clear and accurate; - If safety and health explanations are required at the same time, safety explanations shall be given priority;
- Remember that frequent repetition of warnings and false warnings can weaken the effectiveness of necessary warnings.
4.7.4 The instructions for use must remind the user, according to the following levels and warning words:
- "Danger" means to be alert to high danger;
- "Warning" means to be alert to moderate danger;
- "Caution" indicates attention to a minor danger.
4.7.5 For products with high and moderate dangers, the safety warning shall be permanently installed in a conspicuous position of the product, so that users can clearly see it, during the product's lifespan. The instructions for use shall point out the location of safety warnings. to attract the attention of users.
4.7.6 In order to convey important information such as hazard warnings, standardized terms and/or safety signs or pictorial symbols shall be used, at appropriate locations. These terms and signs and their location requirements shall be specified in the instructions for use.
4.7.7 The position of visible and audible warnings, the management and maintenance of warning devices, safety protection products and equipment, etc. shall be stipulated in the instructions for use.
4.8 Content arrangement
4.8.1 For the content arrangement of the instructions for use, the contents of appendix A (Normative) can be added, deleted, arranged in a reasonable order, according to the characteristics and use requirements of specific products.
Main contents of the instructions for use
a) Product features;
b) Main purpose and scope of application (including scope of inapplicability, if necessary);
c) Types and specifications;
d) The composition of the model and its representative meaning;
e) Environmental conditions of use;
f) Working conditions;
g) Impact on the environment and energy;
A2 Structural features and working principle
a) The overall structure and its working principle and working characteristics; b) The structure, function, working principle of main components or functional units; c) The electromechanical connection between each unit structure, the working principle of the system, the fault alarm system;
d) Functional structure, working principle, working characteristics of auxiliary devices.
A3 Technical features
a) Main performance;
b) Main parameters.
A4 Size, weight
a) Shape and installation dimensions (can be separated);