EN 16311-2013 en Engineering services - Terminology to describe engineering services for industrial products《工程服务 工业产品的术语来描述工程服务》.pdf

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1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationBS EN 16311:2013Engineering services T e r m i n o l o g y t o d e s c r i b e engineering services for industrial productsBS EN 16311:2013 BRITISH STANDARDNational forewordThis

2、British Standard is the UK implementation of EN 16311:2013.The UK participation in its preparation was entrusted to TechnicalCommittee SVS/1/6, Engineering consultancy services.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not

3、purport to include all the necessaryprovisions of a contract. Users are responsible for its correctapplication. The British Standards Institution 2013. Published by BSI StandardsLimited 2013 ISBN 978 0 580 75595 8 ICS 01.040.03; 03.080.20 Compliance with a British Standard cannot confer immunity fro

4、mlegal obligations.This British Standard was published under the authority of theStandards Policy and Strategy Committee on 28 February 2013. Amendments issued since publicationDate Text affectedBS EN 16311:2013EUROPEAN STANDARD NORME EUROPENNE EUROPISCHE NORM EN 16311 February 2013 ICS 01.040.03; 0

5、3.080.20 English Version Engineering services - Terminology to describe engineering services for industrial products Services dingnierie - Terminologie destine dcrire les services dingnierie pour les produits industriels Ingenieurdienstleistungen - Terminologie zur Beschreibung von Ingenieurdienstle

6、istungen fr industrielle Produkte This European Standard was approved by CEN on 7 December 2012. CEN 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-

7、date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN member. This European Standard exists in three official versions (English, French, German). A version in any other language made by translati

8、on under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management Centre has the same status as the official versions. CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, F

9、ormer Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United Kingdom. EUROPEAN COMMITTEE FOR STANDARDIZATION COM

10、IT EUROPEN DE NORMALISATION EUROPISCHES KOMITEE FR NORMUNG Management Centre: Avenue Marnix 17, B-1000 Brussels 2013 CEN All rights of exploitation in any form and by any means reserved worldwide for CEN national Members. Ref. No. EN 16311:2013: EBS EN 16311:2013EN 16311:2013 (E) 2 Contents Page For

11、eword . 3 Introduction 4 1 Scope 5 2 Terms and definitions 5 Annex A (informative) Stages in the life cycle of an industrial product 7 Bibliography 12 BS EN 16311:2013EN 16311:2013 (E) 3 Foreword This document (EN 16311:2013) has been prepared by Technical Committee CEN/TC 395 “Engineering consultan

12、cy services”, the secretariat of which is held by AFNOR. This European Standard shall be given the status of a national standard, either by publication of an identical text or by endorsement, at the latest by August 2013, and conflicting national standards shall be withdrawn at the latest by August

13、2013. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CEN and/or CENELEC shall not be held responsible for identifying any or all such patent rights. According to the CEN/CENELEC Internal Regulations, the national standards organi

14、sations of the following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, M

15、alta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom. BS EN 16311:2013EN 16311:2013 (E) 4 Introduction Reference vocabulary intends to facilitate the dialogue between partners of different countries or specialities. It ca

16、nnot be considered as a reference list of tasks to be carried out, which depend on contexts that may differ in different European countries and sectors (legislation, regulation insurances.). The terms that are incorporated in the glossary are in line with those developed by CEN/TC 395 for other indu

17、stries in particular in the standard EN 16310 “Engineering services Terminology to describe engineering services for buildings, infrastructure and industrial facilities“. Each project is managed through a series of stages and therefore staging is important for the management of engineering services.

18、 However, the standard stages in projects and related national plans of work of engineering service providers differ from country to country and may also be subject to differences in legislation. For this reason, it is not the intention of this standard to harmonise national or private plans of work

19、. However, in cross border operations and co-operations, it is important that all parties concerned have a common view on the actual staging and the engineering activities that take place within each stage. To facilitate this, some information about the stages in the life cycle of an industrial prod

20、uct is given in Annex A. This annex may offer a common reference framework to which end users and engineering service providers can map their project-specific scope of work in cross border projects, specifying what is included and explicitly excluded in their contracts. BS EN 16311:2013EN 16311:2013

21、 (E) 5 1 Scope This European Standard contains a glossary of terms, which can contribute to the conditions for free competition and a level playing field for engineering services providers in Europe in regard to industrial products. This European Standard deals with the intellectual services necessa

22、ry to transform needs into practical solutions from their conception, through realisation to operation and during the life cycle of a working product such as buildings, industrial products etc. The terminology aims at facilitating the cooperation between partners in the field of Engineering Services

23、 (ES). Its structure is based on stages in the life cycle of an industrial product. It is not a description of the contents of the tasks to be executed, neither on their scheduling, nor on the actors concerned who depend on the national context, the clients, type and importance of the product and it

24、s environment. The major terms are defined covering the lifecycle of industrial products. These terms are applicable to all sectors, for example: aerospace, automotive, capital equipment. 2 Terms and definitions For the purposes of this document, the following terms and definitions apply. 2.1 engine

25、ering intellectual activities necessary to define, design, produce, sustain and recycle a product, a process or a building 2.2 engineering services intellectual tasks provided during one or all stages of the life cycle of the product, a process or a built asset by specialised (or trained) profession

26、als 2.3 contract legally binding agreement specifying the services and conditions between all parties 2.4 life cycle all stages in the life span of a built asset or product 2.5 stage period within the life cycle of an entity that relates to the state of its initiation, design, implementation, operat

27、ion, and end of life 2.6 project management application of methods, tools, techniques and competencies to a project SOURCE: ISO/FDIS 21500:2012, 3.3 BS EN 16311:2013EN 16311:2013 (E) 6 2.7 configuration management coordinated activities to direct and control configuration SOURCE: ISO 10007:2003, 3.6

28、 2.8 quality assurance all activities focused on providing confidence that quality requirements will be fulfilled 2.9 product any goods or service SOURCE: EN ISO 14021:2001, 3.1.11 BS EN 16311:2013EN 16311:2013 (E) 7 Annex A (informative) Stages in the life cycle of an industrial product A.1 General

29、 This annex describes the stages and sub-stages in the life cycle of an industrial product. The description is intended to be a reference framework onto which end-users and engineering service providers can map their project-specific scopes of work in cross border projects, specifying what is explic

30、itly included and mainly excluded in their contracts. It is emphasised that it is not intended to harmonise national plans of work of architects and consulting engineers. The aim is just to provide a reference for tuning the contributions of participants from different countries in building projects

31、 in the EU. A stage is a period within the life cycle of an entity that relates to the state of its initiation, design, implementation, operation, and end of life. A.2 Staging The distinction of stages in the life cycle of a product is important for the management and assessment of engineering servi

32、ces. The main characteristics of the staging are listed below. Each (sub) stage has its own characteristic and represents a vital step in the life cycle of the industrial product. Each stage represents a specific state of the product asset. The client or owner decides on the transition from one stag

33、e to the other on the basis of an assessment of e.g. cost, organisational aspects, time, documentation, quality, risk and environmental impact. A project may apply to one or more stages in the life cycle of the product. The sequence of some sub-stages within the main stages may vary from sector to s

34、ector and/or from country to country. BS EN 16311:2013EN 16311:2013 (E) 8 The functional stages in the life cycle of an industrial product are shown in Figure A.1. The stages and sub-stages are further described in Table A.1. Figure A.1 Stages and sub stages in the life cycle of an industrial produc

35、t BS EN 16311:2013EN 16311:2013 (E) 9 A.3 Stages and sub-stages Table A.1 gives information about how stages and sub-stages could be used. Table A.1 Stages and sub-stages in the life cycle of an industrial product (1 of 3) Stages and sub stages Definitions 1 Initiation Early stage within a project w

36、here the context of the potential product to be developed is identified and the requirements defined. 1.1 Requirements definition The process of interrogating all stakeholders to confirm that all requirements of users, internal team members and others are understood. 1.2 Feasibility study Study to s

37、ee if a concept is practical and can be developed into a useful working product or service at an acceptable cost and with minimised adverse environmental impact. 1.3 Project definition Statement that describes the requirements and restraints of the product design to those responsible for carrying ou

38、t design. 2 Product and process design Stage where defined requirements are transformed into specified characteristics or into the specification of a product, a process or a system agreed before its implementation. 2.1 Conceptual design To develop options and solutions to determine the main outline

39、of the product, the process or the system. 2.2 Preliminary design Study leading to one or more general solutions, together with specifications. 2.3 Basic design Study examining in greater depth the preferred solution chosen, the estimation of its cost and realisation time which leads to a technical

40、and acceptable specification. 2.4 Detailed design Study specifying the precise shape, dimensions and tolerances, selecting the materials and considering the manufacturing methods for every individual part of the product and all data required. 2.5 Design verification and validation Demonstrating that

41、 the design meets the functional and technical requirements. 2.6 Documentary synthesis Drawings, models, files etc. necessary to implement the design and operate the product throughout its life cycle. BS EN 16311:2013EN 16311:2013 (E) 10 Table A.1 Stages and sub stages in the life cycle of an indust

42、rial product (2 of 3) Stages and sub stages Definitions 3. Implementation The process of conversion of a design to a developed product including the development of manufacturing process, testing and preparation for production. 3.1 Manufacturing of tools or equipment All activities of manufacturing f

43、or the tools or equipment developed. (To buy equipments components, from purchase of equipments and/or components to the delivery on final production site.) 3.2 Facilities implementation Construction of building, infrastructure and utilities needed for production. 3.3 Implementation of the manufactu

44、ring process Installation of production and assembly lines. 3.4 Test and validation Rigorous methodology that allows conducting all tests to ensure the performance of the process and product. During this phase, the training of technical operating staff and maintenance is carried out. 3.5 Start of pr

45、oduction The action of making or manufacturing from components or raw materials, or the process of being so manufactured. 4. Operation The stage in which the product is being used, maintained, upgraded and repaired. 4.1 Product support All activities that are conducted in parallel during the product

46、ion period e.g. maintenance, continuous improvement activities, process re-engineering and any activities associated with life extension. 4.2 Product upgrade New release of the product with enhancements, new functionality and sometimes a new design or release of a standard product for an alternative

47、 use. 4.3 Maintenance and repairs All activities which have the objective of retaining or restoring an item in or to a state in which it can perform its required function. BS EN 16311:2013EN 16311:2013 (E) 11 Table A.1 Stages and sub stages in the life cycle of an industrial product (3 of 3) Stages

48、and sub stages Definitions 5. End of life Ultimate destination of an industrial product after its use. 5.1 Decommissioning The process whereby an industrial product is safely taken out of active service and prepared for safe storage or inactive life. 5.2 Dismantling The process whereby a decommissio

49、ned industrial product is reduced to a group of component parts or sub-assemblies in preparation for safe disposal or reuse. 5.3 Disposal The process whereby a dismantled industrial product is removed either to a place for environmentally acceptable long term storage (including landfill), or made available for recycling. 5.4 Recycle All activities concerning the reuse of materials, products, equipment, parts etc. gained through a dismantling process. 5.5 Refurbish/Overhaul The process whereby an industrial product is returned to a usable c