1. Chris Kreiler Jerry Smith Vico Equense 28 Feb 06
STANDARDS TUTORIAL
Chris Kreiler
Jerry Smith
Vico Equense
28 Feb 06

2. Introduction ISO Organization and Procedures Background
Standards Activities
Types of Standards
ISO Organization and Procedures
TC184/SC4 Organization and Standing Documents
Managing Standards
Standards Development Principles
ISO LiveLink
SC4ONLINE

3. STANDARDS TUTORIAL Part V – ISO

4. International Organization
International Organization
for Standardization
ISO

5. International Organization for Standardization (ISO*) Background
The "International Organization for Standardization" would have different abbreviations in different languages ("IOS" in English, "OIN" in French for Organisation internationale de normalisation), it was decided at the outset to use a word derived from the Greek isos, meaning "equal". Therefore, whatever the country, whatever the language, the short form of the organization's name is always ISO.
International standardization began in the electrotechnical field: the International Electrotechnical Commission (IEC) was established in Pioneering work in other fields was carried out by the International Federation of the National Standardizing Associations (ISA), which was set up in The emphasis within ISA was laid heavily on mechanical engineering. ISA's activities came to an end in 1942.
In 1946, delegates from 25 countries met in London and decided to create a new international organization, of which the object would be "to facilitate the international coordination and unification of industrial standards". The new organization, ISO, officially began operations on 23 February 1947.
*[ISO is a Greek derivative, rather than an acronym]

6. ISO Structure

7. ISO Structure
TC184/SC4

8. General Assembly Role
The General Assembly is constituted by a meeting of the Officers and delegates nominated by the member bodies.
Correspondent members and subscriber members may attend as observers.
As a general rule, the General Assembly meets once a year. Its agenda includes:
inter alia, actions relating to the ISO annual report
an ISO multi-year strategic plan with financial implications
the Treasurer's annual financial status report on the Central Secretariat
The President is Chairman of the General Assembly.

9. ISO General Assembly Principal Officers
Masami Tanaka President – Japan
George Arnold Vice-President (policy) – USA
Ziva Patir Vice-President (technical management) – Israel
Antoine Fatio Treasurer - Switzerland
Alan Bryden Secretary-General - France

10. ISO Membership Categories
Member Body – the national body most representative of standardization in its country
Only one for each country
Can fully participate & vote on any TC
Can use ISO standards as the basis for their national standards
Correspondent Member – organization in a country that does not yet have a fully developed national standards activity
Do not take active part in work
Entitled to be fully informed of work of interest
Subscriber Member – for countries with very small economies; allows it to maintain contact with international standardization

11. ISO General Assembly National Body Members (107)
A member body of ISO is the national body "most representative of standardization in its country".
Only one such body for each country is accepted for membership of ISO.
Member bodies are entitled to participate and exercise full voting rights on any technical committee and policy committee of ISO.

12. National Member Bodies (107)
Algeria (IANOR)
Argentina (IRAM)
Armenia (SARM)
Australia (SA)
Austria (ON)
Azerbaijan (AZSTAND)
Bahrain (BSMD)
Bangladesh (BSTI)
Barbados (BNSI)
Belarus (BELST)
Belgium (IBN)
Bosnia and Herzegovina (BASMP)
Botswana (BOBS)
Brazil (ABNT)
Bulgaria (BDS)
Canada (SCC)
Chile (INN)
China (SAC)
Colombia (ICONTEC)
Costa Rica (INTECO)
Croatia (HZN)
Cuba (NC)
Cyprus (CYS) Czech Republic (CNI)
Côte-d'Ivoire (CODINORM)
Denmark (DS)
Ecuador (INEN)
Egypt (EOS)
Ethiopia (QSAE)
Fiji (FTSQCO)
Finland (SFS)
France (AFNOR)
Germany (DIN)
Ghana (GSB)
Greece (ELOT)
Hungary (MSZT)
Iceland (IST)
India (BIS)
Indonesia (BSN)
Iran, Islamic Republic of (ISIRI)
Iraq (COSQC)
Ireland (NSAI)
Israel (SII)
Italy (UNI)
Jamaica (JBS)
Japan (JISC)
Jordan (JISM)
Kazakhstan (KAZMEMST)
Kenya (KEBS)
Korea, Democratic People's Republic (CSK)
Korea, Republic of (KATS)
Kuwait (KOWSMD)
Libyan Arab Jamahiriya (LNCSM)
Luxembourg (SEE)
Malaysia (DSM)
Malta (MSA)
Mauritius (MSB)
Mexico (DGN)
Mongolia (MASM)
Morocco (SNIMA)
Netherlands (NEN)
New Zealand (SNZ)
Nigeria (SON)
Norway (SN)
Oman (DGSM)
Pakistan (PSQCA)
Panama (COPANIT)
Philippines (BPS)
Poland (PKN)
Portugal (IPQ)
Qatar (QS)
Romania (ASRO)
Russian Federation (GOST R)
Saint Lucia (SLBS)
Saudi Arabia (SASO)
Serbia and Montenegro (ISSM)
Singapore (SPRING SG)
Slovakia (SUTN)
Slovenia (SIST)
South Africa (SABS)
Spain (AENOR)
Sri Lanka (SLSI)
Sudan (SSMO)
Sweden (SIS)
Switzerland (SNV)
Syrian Arab Republic (SASMO)
Tanzania, United Republic of (TBS)
Thailand (TISI)
The former Yugoslav Republic of Macedonia (ISRM)
Trinidad and Tobago (TTBS)
Tunisia (INNORPI)
Turkey (TSE)
USA (ANSI)
Ukraine (DSSU)
United Arab Emirates (ESMA)
United Kingdom (BSI)
Uruguay (UNIT)
Uzbekistan (UZSTANDARD)
Venezuela (FONDONORMA)
Viet Nam (TCVN)
Zimbabwe (SAZ)

13. ISO General Assembly Corresponding Members (47)
A correspondent member is usually an organization in a country which does not yet have a fully-developed national standards activity.
Correspondent members do not take an active part in the technical and policy development work, but are entitled to be kept fully informed about the work of interest to them.

14. Corresponding Members (47)
Afghanistan (ANSA)
Albania (DPS)
Angola (IANORQ)
Benin (CEBENOR)
Bhutan (SQCA)
Bolivia (IBNORCA)
Brunei Darussalam (CPRU)
Burkina Faso (FASONORM)
Congo, The Democratic Republic of (OCC)
Dominican Republic (DIGENOR)
El Salvador (CONACYT)
Eritrea (ESI)
Estonia (EVS)
Guatemala (COGUANOR)
Guinea (INM)
Guinea-Bissau (DSNPQ)
Hong Kong, China (ITCHKSAR)
Kyrgyzstan (NISM)
Latvia (LVS)
Lebanon (LIBNOR)
Lithuania (LST)
Macau, China (CPTTM)
Madagascar (BNM)
Malawi (MBS)
Mali (MLIDNI)
Moldova, Republic of (MOLDST)
Mozambique (INNOQ)
Myanmar (MSTRD)
Namibia (NSIQO)
Nepal (NBSM)
Nicaragua (DTNM)
Niger (DNQM)
Palestine (PSI)
Papua New Guinea (NISIT)
Paraguay (INTN)
Peru (INDECOPI)
Rwanda (RBS)
Saint Vincent & the Grenadines (SVGBS)
Senegal (ASN)
Seychelles (SBS)
Swaziland (SQAS)
Tajikistan (TJKSTN)
Togo (CSN)
Turkmenistan (MSIT)
Uganda (UNBS)
Yemen (YSMO)
Zambia (ZABS)

15. ISO General Assembly Subscriber Members (8)
Subscriber membership has been established for countries with very small economies.
Subscriber members pay reduced membership fees that nevertheless allow them to maintain contact with international standardization.
Antigua and Barbuda (ABBS)
Burundi (BBN)
Cambodia (ISC)
Dominica (DBOS)
Grenada (GDBS)
Guyana (GNBS)
Honduras (COHCIT)
Lesotho (LSQAS)

16. ISO Council Role Governs ISO operations of ISO
ISO Officers
Eighteen elected member bodies.
Council appoints the Treasurer, the twelve members of the Technical Management Board, and the Chairmen of the policy development committees
Decides on the annual budget of the Central Secretariat
Chaired by the President if he chooses to do so, or otherwise by the Vice-President (policy)

17. ISO Council Members (year term expires) AFNOR France (2006)
ANSI USA (2006)
BSI United Kingdom (2007)
BSN Indonesia (2006)
DIN Germany (2006)
DSSU Ukraine (2006)
GOST R Russian Federation (2007)
IRAM Argentina (2007)
ISIRI Iran, Islamic Rep. of (2006)
IST Iceland (2006)
JISC Japan (2007)
JISM Jordan (2006)
KATS Korea, Republic of (2007)
ON Austria (2006)
SCC Canada (2007)
SIST Slovenia (2007)
SNV Switzerland (2007)
UNI Italy (2007)
(year term expires)

18. Policy Development Committees
The General Assembly may establish advisory committees, called policy development committees. They are open to all member bodies and correspondent members, and their management reporting line is to the Council

19. CASCO Committee on conformity assessment (CASCO)
To study means of assessing the conformity of products, processes, services and management systems to appropriate standards or other technical specifications
To prepare international guides and International Standards relating to the practice of testing, inspection and certification of products, processes and services, and to the assessment of management systems, testing laboratories, inspection bodies, certification bodies, accreditation bodies and their operation and acceptance
To promote mutual recognition and acceptance of national and regional conformity assessment systems, and the appropriate use of International Standards for testing, inspection, certification, assessment and related purpose
P-members (63); O-members (37)

20. COPOLCO Committee on consumer policy (COPOLCO)
To study means of helping consumers to benefit from standardization, and means of improving consumer participation in national and international standardization.
To provide a forum for the exchange of information on the experience of consumer participation in the development and implementation of standards in the consumer field, and on other questions of interest to consumers in national and international standardization.
To advise ISO Council as to the consolidated viewpoints of consumers on matters relevant to ISO's current and potential standardization and conformity assessment work.
To advise ISO Council on the need for new or revised policies or actions within ISO as they relate to consumers' needs.
P-members (50); O-members (43)

21. DEVCO Committee on developing country matters (DEVCO)
To identify the needs and requirements of developing countries in the fields of standardization and related activities (i.e. conformity assessment including accreditation, quality and metrology) and to assist the developing countries, as necessary, in defining these needs and requirements.
Having established these needs and requirements, to recommend actions to assist the developing countries in meeting them.
To monitor the implementation of the ISO Action Plan for Developing Countries.
To provide a forum for the discussion of all aspects of standardization and related activities in developing countries, and for the exchange of experience among developing countries and developed countries, as well as among developing countries. This should be done in collaboration with CASCO, COPOLCO, the TMB and relevant international organizations.
P-members (77); O-members (48)

22. Council Standing Committees - Finance
Council standing committee on finance (CSC/FIN)
To act in an advisory capacity to the Treasurer in relation to his responsibilities as set out in the Statutes and relevant decisions of Council (see item 7 of the Annex (informative) to the ISO Statutes and Rules of Procedure)
To be kept informed on the financial aspects of ISO/CS management and to advise the Secretary-General and Council on questions related to assessing the value of the services provided by the ISO/CS to all of the ISO members, to the TCs and SCs, and to the governance bodies and policy development committees of ISO
To provide advice to Council on other specific financial questions when requested to do so
To report to Council as appropriate
Membership - Treasurer and the appointed representatives of up to nine member bodies elected to Council

23. Council Standing Committees - Strategies
Council standing committee on strategy (CSC/STRAT)
To advise Council on appropriate policy and strategic matters, and to raise any related issues.
To revise Council’s strategic agenda for endorsement by Council.
To revise the ISO Strategies document every three years for endorsement by Council and subsequent approval by the General Assembly.
To report to Council at least once a year
Chaired by the Vice-President (policy)
Appointed representatives of up to nine member bodies elected to Council

24. Council Ad hoc Advisory Groups
For the purpose of advancing the goals and strategic objectives of the Organization, the President, with the consent of Council, may establish ad hoc advisory groups consisting, inter alia, of external executive leaders from organizations having a substantial interest in international standardization
Members of such groups shall be invited by the President to participate as individuals rather than as representatives of member bodies
Recommendations of such groups shall be made to the Council for any subsequent action

25. ISO Central Secretariat Role
Secretariat to:
General Assembly
Council
Policy development committees and their subsidiary bodies
Technical Management Board
Committee on reference materials (REMCO)
Technical advisory groups
Manages an international standardization system
prepares, produces and disseminates International Standards and standards-related documents (Publishing)
Support services for technical committees and subcommittees
Information and promotion

26. ISO Central Secretariat Role (cont’d)
Provides Member services
Training
Action plan for developing countries
Main point of contact for TC184/SC4 is Sophie Clivio
ISO Central Secretariat: International Organization for Standardization (ISO) 1, rue de Varembé, Case postale 56 CH-1211 Geneva 20, Switzerland Telephone ; Telefax ;

27. ISO Central Secretariat Organization

28. Technical Management Board
To report to and, when relevant, advise Council on all matters concerning the organization, coordination, strategic planning, and programming of the technical work of ISO.
To examine proposals for new fields of ISO technical activity, and to decide on all matters concerning the establishment and dissolution of technical committees.
On behalf of ISO, to keep the ISO/IEC Directives for the technical work under review, to examine and coordinate all proposals for amendments and to approve appropriate revisions.
To establish (and dissolve) Technical Advisory Groups (TAG) in order to obtain expert advice, and to appoint their members and chairmen.

29. Technical Management Board
To act, within the framework of established policies relating to the technical work, on the following matters:
monitoring of the work of technical committees and project management requirements;
approval of titles, scopes and programs of work of individual technical committees;
allocation or reallocation of secretariats of technical committees and, in the case of there being more than one candidate, allocation or reallocation of secretariats of subcommittees;
appointment of chairmen of technical committees;
appeals against technical committee and subcommittee action or inaction;
resolution of technical coordination issues between ISO technical committees, and vis-à-vis IEC, other international organizations, and regional organizations;
advising the Secretary-General on technical interface questions between ISO and IEC, and with respect to technical collaboration with other international standardizing bodies.

30. Technical Management Board
To appoint registration authorities and maintenance agencies for the implementation of International Standards.
To establish (and dissolve) committees on general standardization principles and to appoint their chairmen.

31. Technical Management Board
Members
ABNT Brazil (2008)
AENOR Spain (2007)
AFNOR France (2008)
ANSI USA (2006)
BSI United Kingdom (2006)
DIN Germany (2006)
JISC Japan (2007)
NEN Netherlands (2008)
SABS South Africa (2008)
SAC China (2008)
SCC Canada (2007)
SN Norway (2008)
Chair: Mrs. Ziva Patir (Israel) until end 2007
Secretariat: ISO Central Secretariat
Secretary: Mr. Michael A. Smith

32. REMCO Committee on reference materials
To establish definitions, categories, levels and classification of reference materials for use by ISO.
To determine the structure of related forms of reference materials.
To formulate criteria to be applied for choice of sources for mention in ISO documents (covering also legal aspects).
To prepare guidelines for technical committees for making reference to reference materials in ISO documents.
To propose, as far as necessary, action to be taken on reference materials required for ISO work.
To deal with matters within its competence arising in relation with other international organizations and to advise the Technical Management Board on action to be taken.
P-members (29); O-members (35)
Chair: Dr. Adriaan Van der Veen (Netherlands) until end 2007
Secretariat: ISO Central Secretariat
Secretary: Mr. Andrew Williams

33. Technical Advisory Groups
Technical advisory groups (TAG) are established, when necessary, by the Technical Management Board to advise the Board on matters of basic, sectoral and cross-sectoral coordination, coherent planning and the needs for new work.
The secretariat of the TAGs is with the Central Secretariat.
TAG 1 Health care technology
TAG 4 Metrology
TAG 8 Building

34. Technical Committees
Basic information is provided for each technical committee (TC), listed in numerical order, with subcommittees (SC) and working groups (WG) on the ISO web site (
The list begins with JTC 1, the Joint ISO/IEC Technical Committee established in The ISO technical committees are assigned numbers in order of their establishment, from TC 1 in 1947 to TC 229 in 2005
When a technical committee is dissolved its number is not allocated to another technical committee.
The following technical committees have been dissolved: 3, 7, 9, 13, 15, 16, 32, 40, 49, 50, 53, 55, 56, 57, 62, 64, 65, 66, 73, 75, 78, 80, 88, 90, 95, 97, 99, 103, 124, 125, 139, 140, 141, 143, 151, 169, 187 and 200.
Certain technical committees have no further work item under study or foreseen; they regularly review the ISO International Standards for which they are responsible. Their titles are followed by "STAND-BY" in the list of technical committees.

35. Technical Committees Technical committee and subcommittee secretariats
Each technical committee and subcommittee has a secretariat assigned to an ISO member body - AFNOR, ANSI, DIN, SIS, etc.
Conveners of working groups
A working group does not have a secretariat but an individual convener appointed by the parent committee to which he will report.
Teams
A working group may be subdivided into teams. Each team will have a team leader appointed by the parent committee to which he will report.

36. Technical Committees Chairmen of technical committees Liaisons
When a technical committee nominates a permanent chairman, he/she need not be a national of the country holding the secretariat. Chairmen are normally appointed for a three-year term by the ISO Technical Management Board. The figure in brackets shows the year at the end of which the term of office expires.
The chairman of the joint technical committee is appointed by both the ISO Technical Management Board and the IEC Council.
Liaisons
The liaisons listed under the Scope include all TC liaisons - with ISO committees, with ISO/IEC JTC 1, with IEC committees, and with international organizations.

37. ISO Technical Committee List
JTC 1 Information technology
TC 1 Screw threads
TC 2 Fasteners
TC 4 Rolling bearings
TC 5 Ferrous metal pipes and metallic fittings
TC 6 Paper, board and pulps
TC 8 Ships and marine technology
TC 10 Technical product documentation
TC 11 Boilers and pressure vessels
TC 12 Quantities, units, symbols, conversion factors
TC 14 Shafts for machinery and accessories
TC 17 Steel
TC 18 Zinc and zinc alloys
TC 19 Preferred numbers - STAND BY
TC 20 Aircraft and space vehicles
TC 21 Equipment for fire protection and fire fighting
TC 22 Road vehicles
TC 23 Tractors and machinery for agriculture and forestry
TC 24 Sieves, sieving and other sizing methods
TC 25 Cast irons and pig irons
TC 26 Copper and copper alloys
TC 27 Solid mineral fuels
TC 28 Petroleum products and lubricants
TC 29 Small tools
TC 30 Measurement of fluid flow in closed conduits
TC 31 Tyres, rims and valves
TC 33 Refractories
TC 34 Food products
TC 35 Paints and varnishes
TC 36 Cinematography
TC 37 Terminology and language and content resources
TC 38 Textiles
TC 39 Machine tools
TC 41 Pulleys and belts (including veebelts)
TC 42 Photography
TC 43 Acoustics
TC 44 Welding and allied processes
TC 45 Rubber and rubber products
TC 46 Information and documentation
TC 47 Chemistry
TC 48 Laboratory equipment
TC 51 Pallets for unit load method of materials handling
TC 52 Light gauge metal containers
TC 54 Essential oils
TC 58 Gas cylinders
TC 59 Building construction
TC 60 Gears
TC 61 Plastics
TC 63 Glass containers
TC 67 Materials, equipment and offshore structures for petroleum, petrochemical and natural gas industries
TC 68 Financial services
TC 69 Applications of statistical methods
TC 70 Internal combustion engines
TC 71 Concrete, reinforced concrete and pre-stressed concrete
TC 72 Textile machinery and accessories
TC 74 Cement and lime
TC 76 Transfusion, infusion and injection equipment for medical and pharmaceutical use
TC 77 Products in fibre reinforced cement
SC4 Liaisons

38. ISO Technical Committee List
TC 79 Light metals and their alloys
TC 81 Common names for pesticides and other agrochemicals
TC 82 Mining - STAND BY
TC 83 Sports and recreational equipment
TC 84 Devices for administration of medicinal products and intravascular catheters
TC 85 Nuclear energy
TC 86 Refrigeration and air-conditioning
TC 87 Cork
TC 89 Wood-based panels
TC 91 Surface active agents
TC 92 Fire safety
TC 93 Starch (including derivatives and by-products)
TC 94 Personal safety -- Protective clothing and equipment
TC 96 Cranes
TC 98 Bases for design of structures
TC Chains and chain sprockets for power transmission and conveyors
TC Continuous mechanical handling equipment
TC Iron ore and direct reduced iron
TC Freight containers
TC Steel wire ropes
TC Dentistry
TC Metallic and other inorganic coatings
TC Mechanical vibration and shock
TC Oil and gas burners and associated equipment
TC Industrial trucks
TC Round steel link chains, chain slings, components and accessories
TC Vacuum technology
TC Hydrometry
TC Horology
TC Pumps
TC Space heating appliances
TC Industrial fans
TC Compressors and pneumatic tools, machines and equipment
TC Powder metallurgy
TC Leather
TC Anaesthetic and respiratory equipment
TC Packaging
TC Plain bearings
TC Tobacco and tobacco products
TC Earth-moving machinery
TC Glass plant, pipeline and fittings - STAND BY
TC Aluminium ores - STAND BY
TC Graphic technology
TC Fluid power systems
TC Ferroalloys
TC Sizing systems and designations for clothes - STAND BY
TC Fertilizers and soil conditioners - STAND BY
TC Non-destructive testing
TC Furniture
TC Sizing system, designations and marking for boots and shoes
TC Plastics pipes, fittings and valves for the transport of fluids
TC Cleaning equipment for air and other gases
SC4 Liaisons

39. ISO Technical Committee List
TC Air distribution and air diffusion - STAND BY
TC Graphical symbols
TC Air quality
TC Water quality
TC Sewing machines
TC Cycles
TC Implants for surgery
TC Gypsum, gypsum plasters and gypsum products - STAND BY
TC Valves
TC Processes, data elements and documents in commerce, industry and administration
TC Nickel and nickel alloys
TC Corrosion of metals and alloys
TC Mechanical contraceptives
TC Analysis of gases
TC Ergonomics
TC Glass in building
TC Control and protective devices for gas and oil burners and gas and oil burning appliances
TC Doors and windows
TC Thermal performance and energy use in the built environment
TC Mechanical testing of metals
TC Timber structures
TC Ceramic ware, glassware and glass ceramic ware in contact with food
TC Steel and aluminium structures
TC Prosthetics and orthotics
TC Surgical instruments
TC Document management applications
TC Optics and photonics
TC Assistive products for persons with disability
TC Jewellery
TC Fluorspar - STAND BY
TC Quality management and quality assurance
TC Caravans
TC Lifts, escalators and moving walks
TC Masonry - STAND BY
TC Solar energy
TC Safety of toys
TC Geotechnics
TC Copper, lead, zinc and nickel ores and concentrates
TC Industrial automation systems and integration
TC Safety devices for protection against excessive pressure
TC Cutlery and table and decorative metal hollow-ware
TC Small craft
TC Ceramic tile
TC Soil quality
TC Animal (mammal) traps - STAND BY
TC Gas turbines
TC Natural gas
TC Biological evaluation of medical devices
TC Building construction machinery and equipment
TC Natural stone - STAND BY
TC Hydrogen technologies
TC Sterilization of health care products
TC Safety of machinery
SC4 Liaisons

40. ISO Technical Committee List
TC Surface chemical analysis
TC Microbeam analysis
TC Technical energy systems
TC Intelligent transport systems
TC Building environment design
TC Fine ceramics
TC Environmental management
TC Thermal turbines for industrial application (steam turbines, gas expansion turbines) - STAND BY
TC Cleanrooms and associated controlled environments
TC Quality management and corresponding general aspects for medical devices
TC Geographic information/Geomatics
TC Clinical laboratory testing and in vitro diagnostic test systems
TC Dimensional and geometrical product specifications and verification
TC Elevating work platforms
TC Health informatics
TC Footwear
TC Cosmetics
TC Timber
TC Floor coverings
TC Cryogenic vessels
TC Geosynthetics
TC Personal financial planning
TC Civil defence
TC Service activities relating to drinking water supply systems and wastewater systems - Quality criteria of the service and performance indicators
TC Market, opinion and social research
TC Materials for the production of primary aluminium
TC Springs
TC Tourism and related services
TC Nanotechnologies
SC4 Liaisons

41. ISO General Information
Collaborates with its partners
International Electrotechnical Commission (IEC)
International Telecommunication Union (ITU)
World Standards Cooperative (WSC) is the combined strategic activity of ISO, IEC and ITU – all based in Geneva
Main focus on information and communication technology
ISO also cooperates with most UN specialized agencies:
CODEX – Alimentarius Commission for food quality and safety measurement, management & traceability
IMO – International Maritime Organization
UN/ECE – UN Economic Commission for Europe
WHO – World Health Organization
WTO-T – World Tourism Organization

42. Various ISO Deliverables
Various ISO Deliverables
Status
Approval
Revision
IS (+Amd)
International Standard Amendment
Norm
2/3 P Maj
< 1/4 neg. vote
Periodic review each 5 years
When needed TS
Technical Specification
3 years
Max 6 years
→ IS later
PAS
Publicly Available Specification
Simple P Maj
TR Technical report
Inf
No review
IWA
International Workshop Agreement
Workshop
TMB approval

43. ISO Development Process
TC/SC route
Deliverables NP
(new work item proposal)
STAGE 1
First CD or ISO/PAS:
Simple Maj of P-members
Review 3 years – Max 6
Building expert consensus
STAGE 2
NEW!
DIS or ISO/TS :
2/3 Maj of P-members,
Review: 3 years – Max 6
ISO/TR for non-normative documents
Simple Maj of P-members
No review
Consensus building within TC/SC
STAGE 3
NEW!
FAST
TRACK
FDIS
2/3 Maj of P-members less than 1/4 negative votes
Enquiry on DIS (Draft International Standard)
STAGE 4
Workshop route
Formal vote on FDIS (proof check by secretariat)
STAGE 5
Final text of International Standard
Publication of International Standard
STAGE 6
ISO International Standard
Review: 5 years
NEW!
International Workshop Agreement

44. The Ways to Attain IS [1] A) Normal: 6 stages
B) Abbreviated (1) NP ballot  CD or reg as DIS Condition: cross the box on form 5
C) Abbreviated (2) WD  DIS Condition: 2/3 P Majority
D) Abbreviated (3) DIS  Publication (no FDIS) Condition: 100% approval at DIS

45. The Ways to Attain IS [2] E) External documents: F) Revision
FAST TRACK straight to DIS ballot for any existing and stable Std proposed by Category A liaison or P member
Use PAS/TS  with combined NWI ballot:
solve IPR issues at the very beginning, before the ballot
F) Revision
 Full Revision :
Whenever desired with a NP ballot
every 5 year: periodical review
Use A) to D) for abbreviated ways
 Minor Revision/ Minor Amendment :
Straight to FDIS If no fundamental changes, Sec to inform ISO/CS

46. IS Development Timeframes
Possible alternatives- 3 TRACKS
Recommended timeframe
36 months
Accelerated timeframe
24 months
Enlarged timeframe
48 months 
The TC/SC has to decide at the beginning of the work which of these timeframes applies.

47. Recommended Timeframe (Default Timeframe)
Project stage
Milestones
Sub-stage
Project time
Preparatory stage
Registration of approved new work item (AWI)
20.00
Committee stage
Registration of Committee Draft (CD)
30.00 12
Enquiry stage
Registration of draft International Standard (DIS)
40.00 18
Approval stage
Registration of final draft International Standard (FDIS)
50.00 30
Publication stage
Publication of International Standard (IS)
60.60 36

48. Recommended Timeframe (Accelerated Timeframe)
Project stage
Milestones
Sub-stage
Project time
Preparatory stage
Registration of approved new work item (AWI)
20.00
Committee stage
Registration of Committee Draft (CD)
30.00
n. a.
Enquiry stage
Registration of draft International Standard (DIS)
40.00 6
Approval stage
Registration of final draft International Standard (FDIS)
50.00 18
Publication stage
Publication of International Standard (IS)
60.60 24

49. Recommended Timeframe (Enlarged Timeframe)
Project stage
Milestones
Sub-stage
Project time
Preparatory stage
Registration of approved new work item (AWI)
20.00
Committee stage
Registration of Committee Draft (CD)
30.00 12
Enquiry stage
Registration of draft International Standard (DIS)
40.00 24
Approval stage
Registration of final draft International Standard (FDIS)
50.00 43
Publication stage
Publication of International Standard (IS)
60.60 48

50. URLs to remember [1]
ISO Online General information:
Press releases, ISO Focus information
Promotion : Don’t forget to submit articles !
Listing of ISO TC Business Plans
ISO Online : list of Technical Committees
ISO Online : ISO TC184SC4 Sec, Chair, title, scope, P,O members, Internal liaisons, link to BP and:
ISO Online : ISO TC184SC4-WP

51. URLs to remember [2] SDIS: Standards Developers' Information Site:
MOVED AND INTEGRATED INTO ISOTC PORTAL
ISO/TC portal:
TMB communiqué
ISO Directives, Forms and templates:
Guidelines on VA:

52. ISO Directives

53. Main ISO Directives
ISO/IEC Directives, Part 1 Procedures for the technical work
ISO/IEC Directives, Part 2 Rules for the structure and drafting of International Standards

54. ISO Development Procedures
ISO/IEC Directives, Part 1, Procedures for the technical work (Ed.5)
Procedures for the technical work of ISO/IEC JTC 1 on Information Technology (Ed.5)
Agreement on technical cooperation between ISO and CEN (Vienna Agreement)
ISO Supplement - Procedures specific to ISO (Ed.1)
ISO Change Notifications
Normative references cited in the ISO/IEC Directives
ISO forms and model letters

55. ISO Writing Standards
ISO/IEC Directives, Part 2, Rules for the structure and drafting of International Standards (Ed.5)  
Normative References
ISO Supplement Alias

56. ISO Guidelines for the preparation and submission of texts
Model manuscript of a draft International Standard
Model manuscript of a draft amendment
Boilerplate texts
ISO templates for drafting International Standards
ISO Central Secretariat requirements for the registration of draft International Standards (DIS)
ISO Central Secretariat requirements for the registration of final draft International Standards (FDIS)
ISO Central Secretariat requirements for the registration of TR, TS and PAS
Elements to be provided when submitting drafts to the ISO Central Secretariat
ISO Central Secretariat technical requirements for provision of text and graphics in electronic form 10.
Dispatch of electronic files
Submission of files to ISO/CS - Information on how to submit files using the ISOTC server
ISO eServices Guide
Document preparation rules — What makes the rule ?  
10 tips to make your file more system independent and less work if it needs to be revised
Information on Adobe® Portable Document Format (PDF)

57. Guidelines for the preparation and submission of graphics
Model manuscript of a draft International Standard
DRG working instructions and directives
Compilation of Frequently Asked Questions relating to graphics formats and files y
Template for the preparation of graphics files using AutoCAD
ISO Central Secretariat requirements for the registration of draft International Standards (DIS)
ISO Central Secretariat requirements for the registration of final draft International Standards (FDIS)
ISO Central Secretariat requirements for the registration of TR, TS and PAS
Elements to be provided when submitting drafts to the ISO Central Secretariat
ISO Central Secretariat technical requirements for provision of text and graphics in electronic form
Dispatch of electronic files
Submission of files to ISO/CS - Information on how to submit files using the ISOTC server
ISO eServices Guide
ITSIG specification for the preparation and exchange of graphics

58. ISO Boilerplate texts Copyright notices
Basic text for the Normative references and Terms and definitions clauses
Basic text for the indication of trade names
Basic text for the indication of patent rights
Note for terms in non-official languages
Basic text for the foreword to a Technical Report (TR)
Basic text for the foreword to a Technical Specification (TS)
Basic text for the foreword to a Publicly Available Specification (PAS)
Basic text for the foreword to an International Standardized Profile (ISP)
Basic text for the foreword to an ISO Guide
Basic text for the foreword to an ISO/IEC Guide
Basic text for annex ZA to a Vienna Agreement document
Basic text for annex ZZ to a Vienna Agreement document
ISO templates for drafting standards

59. Special Procedures Conformity assessment
Consumer aspects of standards development
Environmental aspects
Graphical symbols
Procedures for the standardization of graphical symbols

60. Special Procedures Intellectual property rights
Protection of ISO standards and related ISO publications
The World Intellectual Property Organization (WIPO)
Material envisaged as comprising part or all of the content of an ISO publication
Copyright
Reference to patent rights
Example of potential text re. licensing of patents
Basic text for the identification of patent rights
Incorporating and/or referring to proprietary material in International Standards (including reference to trade names)
Basic text for the identification of trade names
Guidelines and policies for the protection of ISO's intellectual property
Quantities and units (including symbols)
Reference materials
ISO REMCO (
Safety aspects
Statistical aspects

61. ISO/IEC Directives, Part 1 Procedures for the technical work
1 Organizational structure and responsibilities for the technical work
1.1 Role of the technical management board
1.2 Advisory Groups to the technical management board
1.3 Joint technical work
1.4 Role of the Chief Executive Officer
1.5 Establishment of technical committees
1.6 Establishment of subcommittees
1.7 Participation in the work of technical committees and subcommittees
1.8 Chairmen of technical committees and subcommittees
1.9 Secretariats of technical committees and subcommittees
1.10 Editing committees
1.11 Working groups
1.12 Project teams
1.13 Groups having advisory functions within a committee
1.14 Ad hoc groups
1.15 Liaison between technical committees
1.16 Liaison between ISO and IEC
1.17 Liaison with other organizations

62. ISO/IEC Directives, Part 1 Procedures for the technical work
2 Development of International Standards
2.1 The project approach
2.2 Preliminary stage
2.3 Proposal stage
2.4 Preparatory stage
2.5 Committee stage
2.6 Enquiry stage
2.7 Approval stage
2.8 Publication stage
2.9 Maintenance of standards
2.10 Technical corrigenda and amendments
2.11 Maintenance agencies
2.12 Registration authorities
2.13 Copyright
2.14 Reference to patented items

63. ISO/IEC Directives, Part 1 Procedures for the technical work
3 Development of other deliverables
3.1 Technical Specifications
3.2 Publicly Available Specifications (PAS)
3.3 Technical Reports
4 Meetings
4.1 General
4.2 Procedure for calling a meeting
4.3 Languages at meetings
4.4 Cancellation of meetings
5 Appeals
5.1 General
5.2 Appeal against a subcommittee decision
5.3 Appeal against a technical committee decision
5.4 Appeal against a technical management board decision
5.5 Progress of work during an appeal process

64. ISO/IEC Directives, Part 1 Procedures for the technical work
Annex A (normative) Guides
A.1 Introduction
A.2 Proposal stage
A.3 Preparatory stage
A.4 Committee stage
A.5 Enquiry stage
A.6 Publication stage
A.7 Withdrawal of a Guide
Annex B (normative) ISO/IEC procedures for liaison and work allocation
B.1 Introduction
B.2 General considerations
B.3 Establishing new technical committees
B.4 Coordinating and allocating work between ISO and IEC technical committees

65. ISO/IEC Directives, Part 1 Procedures for the technical work
Annex C (normative) Justification of proposals for the establishment of standards
C.1 General
C.2 Definitions
C.3 General principles
C.4 Elements to be clarified when proposing a new field of technical activity (new committee)
C.5 Elements to be clarified when proposing a new work item (new standard)
C.6 Matrix
C.7 Example of a proposal for a new field of technical activity
C.8 Example of a proposal for a new work item
C.9 Matrix for establishing the purpose of a proposal
C.10 Example of a matrix for establishing the purpose of a proposal for a new field of technical activity
C.11 Example of a matrix for establishing the purpose of a proposal for a new work item

66. ISO/IEC Directives, Part 1 Procedures for the technical work
Annex D (normative) Resources of secretariats and qualifications of secretaries
D.1 Definitions
D.2 Resources of a secretariat
D.3 Requirements of a secretary
Annex E (normative) General policy on the use of languages
E.1 Expressing and communicating ideas in an international environment
E.2 The use of languages in the technical work
E.3 International Standards
E.4 Other publications developed by technical committees
E.5 Documents for technical committee and subcommittee meetings
E.6 Documents prepared in languages other than English or French
E.7 Technical meetings

67. ISO/IEC Directives, Part 1 Procedures for the technical work
Annex F (normative) Options for development of a project
F.1 Simplified diagram of options
F.2 “Fast-track procedure”
Annex G (normative) Maintenance agencies
Annex H (normative) Registration authorities

68. ISO/IEC Directives, Part 2 Rules for the structure and drafting of International Standards
Foreword
Introduction
Scope
Normative references
Terms and definitions
4 General principles
4.1 Objective
4.2 Performance approach
4.3 Homogeneity
4.4 Consistency of documents
4.5 Equivalence of official language versions
4.6 Fitness for implementation as a regional or national standard
4.7 Planning

69. ISO/IEC Directives, Part 2 Rules for the structure and drafting of International Standards
5.1 Subdivision of the subject matter
5.2 Description and numbering of divisions and subdivisions
6 Drafting
6.1 Preliminary informative elements
6.2 General normative elements
6.3 Technical normative elements
6.4 Supplementary informative elements
6.5 Other informative elements
6.6 Common rules and elements
6.7 Aspects of conformity assessment
6.8 Aspects of quality management systems, reliability and sampling
7 Preparation and presentation of documents

70. Annex A (informative) Principles for drafting
ISO/IEC Directives, Part 2 Rules for the structure and drafting of International Standards
Annex A (informative) Principles for drafting
A.1 General principles
A.2 The aim-oriented approach
A.3 The performance approach
A.4 The principle of verifiability
A.5 Choice of values
A.6 Accommodation of more than one product size
A.7 Avoidance of repetition

71. ISO/IEC Directives, Part 2 Rules for the structure and drafting of International Standards
Annex B (informative) Basic reference works
B.1 Introduction
B.2 Reference works for language
B.3 Standardized terminology
B.4 Principles and methods of terminology
B.5 Quantities, units and their symbols
B.6 Abbreviated terms
B.7 Bibliographic references
B.8 Technical drawings
B.9 Technical documentation
B.10 Graphical symbols
B.11 Limits, fits and surface properties
B.12 Preferred numbers
B.13 Statistical methods
B.14 Environmental conditions and associated tests
B.15 Safety
B.16 Chemistry
B.17 EMC (electromagnetic compatibility)
B.18 Conformity and quality
B.19 Adoption of International Standards
B.20 Environmental management

72. ISO/IEC Directives, Part 2 Rules for the structure and drafting of International Standards
Annex C (informative) Example of numbering of divisions and subdivisions
Annex D (normative) Drafting and presentation of terms and definitions
D.1 General principles
D.2 Independent terminology standards
D.3 Presentation
Annex E (normative) Drafting of the title of a document
E.1 Elements of the title
E.2 Avoidance of unintentional limitation of the scope
E.3 Wording
Annex F (normative) Patent rights

73. ISO/IEC Directives, Part 2 Rules for the structure and drafting of International Standards
Annex G (normative) Designation of internationally standardized items
G.1 General
G.2 Applicability
G.3 Designation system
G.4 Use of characters
G.5 Description block
G.6 Identity block
G.7 Examples
G.8 National implementation
Annex H (normative) Verbal forms for the expression of provisions
Annex I (informative) Quantities and units

74. Questions?