EN 62402-2007 en Obsolescence management - Application guide《淘汰管理-应用指南》.pdf

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1、BRITISH STANDARDBS EN 62402:2007Obsolescence management Application guideThe European Standard EN 62402:2007 has the status of a British StandardICS 03.100.01; 21.020g49g50g3g38g50g51g60g44g49g42g3g58g44g55g43g50g56g55g3g37g54g44g3g51g40g53g48g44g54g54g44g50g49g3g40g59g38g40g51g55g3g36g54g3g51g40g53

2、g48g44g55g55g40g39g3g37g60g3g38g50g51g60g53g44g42g43g55g3g47g36g58BS EN 62402:2007This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 August 2007 BSI 2007ISBN 978 0 580 54735 5National forewordThis British Standard is the UK implementation of

3、EN 62402:2007. It is identical to IEC 62402:2007. It supersedes BS 7000-5:2001 which is withdrawn.The UK participation in its preparation was entrusted to Technical Committee OS/1, Obsolescence management.A list of organizations represented on this committee can be obtained on request to its secreta

4、ry.This publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct application.Compliance with a British Standard cannot confer immunity from legal obligations.Amendments issued since publicationAmd. No. Date CommentsEUROPEAN STANDARD EN

5、 62402 NORME EUROPENNE EUROPISCHE NORM July 2007 CENELEC European Committee for Electrotechnical Standardization Comit Europen de Normalisation Electrotechnique Europisches Komitee fr Elektrotechnische Normung Central Secretariat: rue de Stassart 35, B - 1050 Brussels 2007 CENELEC - All rights of ex

6、ploitation in any form and by any means reserved worldwide for CENELEC members. Ref. No. EN 62402:2007 E ICS 21.020 English version Obsolescence management - Application guide (IEC 62402:2007) Gestion de lobsolescence - Guide dapplication (CEI 62402:2007) Anleitung zum Obsoleszenzmanagement (IEC 624

7、02:2007) This European Standard was approved by CENELEC on 2007-07-01. CENELEC 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-date lists and bibliog

8、raphical references concerning such national standards may be obtained on application to the Central Secretariat or to any CENELEC member. This European Standard exists in three official versions (English, French, German). A version in any other language made by translation under the responsibility

9、of a CENELEC member into its own language and notified to the Central Secretariat has the same status as the official versions. CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Cyprus, the Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece,

10、Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and the United Kingdom. Foreword The text of document 56/1189/FDIS, future edition 1 of IEC 62402, prepared by IEC TC 56, Dependa

11、bility, was submitted to the IEC-CENELEC parallel vote and was approved by CENELEC as EN 62402 on 2007-07-01. The following dates were fixed: latest date by which the EN has to be implemented at national level by publication of an identical national standard or by endorsement (dop) 2008-04-01 latest

12、 date by which the national standards conflicting with the EN have to be withdrawn (dow) 2010-07-01 Annex ZA has been added by CENELEC. _ Endorsement notice The text of the International Standard IEC 62402:2007 was approved by CENELEC as a European Standard without any modification. _ 2 EN 62402:200

13、7CONTENTS INTRODUCTION.5 1 Scope.6 2 Normative references .6 3 Terms, definitions and abbreviations 7 3.1 Definitions .7 3.2 Abbreviations 10 4 General principles 11 4.1 The obsolescence phase.11 4.2 Obsolescence management process .11 4.3 Documentation 13 5 Management responsibility .13 5.1 Managem

14、ent function on obsolescence .13 5.2 Meeting customer needs .14 5.3 Obsolescence contractual and regulatory implications.14 5.4 Obsolescence management planning 14 5.5 Responsibility15 5.6 Management review 15 6 Resources 15 7 Managing obsolescence .15 7.1 Planning15 7.1.1 General .15 7.1.2 Obsolesc

15、ence management plan contents.16 7.1.3 Obsolescence management in the context of risk management .16 7.1.4 Planning 17 7.1.5 Assessment of impact, cost and probability of obsolescence .18 7.1.6 Determining the main strategy .18 7.1.7 Reactive strategy.19 7.1.8 Proactive strategy20 7.1.9 Budgetary pr

16、ovision.20 7.1.10 Reviewing the strategy 20 7.2 Customer related activities 21 7.3 Reactive strategy recovery options (see Figure 8) .21 7.3.1 Overview .21 7.3.2 Product search 21 7.3.3 Cannibalization22 7.3.4 Repair .22 7.3.5 Design revision22 7.3.6 Product obsolescence .23 7.4 Proactive strategy o

17、ptions .23 7.4.1 Design considerations .23 7.4.2 Technology transparency.23 7.4.3 Obsolescence monitoring 24 7.4.4 Planned system upgrades25 3 EN 62402:20077.4.5 Lifetime buy.25 7.4.6 Additional factors affecting the choice of obsolescence management programme options26 7.4.7 Skills training.26 7.5

18、Supply chain management 26 8 Measurement, analysis and improvement .26 9 Software obsolescence issues and strategies.27 9.1 Additional planning aspects for software27 9.1.1 Software and hardware similarities and differences .27 9.1.2 Causes of software obsolescence28 9.1.3 Determining the main strat

19、egy to combat software obsolescence 29 9.1.4 Reactive strategy Do nothing until the need arises .30 9.1.5 Proactive strategy30 9.2 Relationship between the customer and the supplier .31 9.3 Reactive strategy recovery options (see Figure 10) .31 9.3.1 Overview .31 9.3.2 Software search 31 9.3.3 Revis

20、ion 31 9.3.4 Software obsolescence32 9.4 Proactive strategy as applied to software separable from hardware (see Figure 11) .32 9.4.1 Overview .32 9.4.2 Design considerations .32 9.4.3 Technology transparency/open systems 32 9.4.4 Contract support33 9.4.5 Planned upgrades .33 9.4.6 Additional factors

21、 affecting choice of obsolescence management programme options33 Annex A (informative) Check list 35 Annex B (informative) Monitoring products36 Bibliography38 Figure 1 Availability phases .11 Figure 2 Process steps for managing obsolescence.12 Figure 3 Obsolescence management versus product life cy

22、cle.12 Figure 4 Relationship between OCM, OEM and the customer 13 Figure 5 Process steps in project risk management versus obsolescence management.17 Figure 6 Reactive versus proactive strategy.19 Figure 7 Proactive strategy 20 Figure 8 Overview of reactive strategy recovery options 21 Figure 9 Reac

23、tive versus proactive strategy in relation to software obsolescence 30 Figure 10 Overview of recovery options .31 Figure 11 Proactive options overview (software) 32 Figure B.1 Simplified outline of monitoring of active electronic parts with suggested solutions (see 7.4.3) .37 4 EN 62402:2007Annex ZA

24、 (normative) Normative references to international publications with their corresponding European publications 39INTRODUCTION Obsolescence affects all products and it impacts upon all stages of their life. The term product includes capital equipment; infrastructure; consumer durables; consumables; s

25、oftware products. Obsolescence is inevitable and it cannot be avoided, but forethought and careful planning can minimize its impact and its potential high costs. The objective of obsolescence management is to ensure that obsolescence is managed as an integral part of design, development, production

26、and in-service support in order to minimize cost and detrimental impact throughout the product life cycle. Obsolescence presents itself in two ways: the item is no longer suitable for current demands, or the item is no longer available from the original manufacturer, e.g. due to economic constraints

27、. From the users point of view, obsolescence then manifests itself as difficulty in obtaining supplies. If the end-user is the general public, it will be in the interest of the supplier to protect his brand image by having a defined obsolescence policy. Commercial-off-the-shelf (COTS) products and c

28、ustom designed items, e.g. new design tools and new production processes, tend to have a much shorter life in terms of availability and supportability than in the past. With the increased use of commercial items in complex products expecting to have a long life cycle, it has become essential to incl

29、ude obsolescence management within programme plans from the earliest stages. Furthermore environmental considerations have the potential to affect the use of some materials during the life of the product and should be considered from the outset. Obsolescence management is essential to achieve optimu

30、m cost-effectiveness throughout the life cycle of a product. The purpose of this standard is to provide guidance on planning a cost effective obsolescence management process that takes into account essential factors to ensure product life cycle costs are considered and applied. Obsolescence manageme

31、nt should also include the maintenance of the relevant knowledge and skill base sets. Clause 4 provides overview of the process and its relation to others. Clauses 5, 6 and 8 give guidance on management responsibility, resources, measurement and improvement with regard to obsolescence management. Cl

32、ause 7 gives guidance on planning, strategies and options described for hardware (including integral software). Clause 9 gives guidance on planning, strategies and options for software that is separable from its hardware. 5 EN 62402:2007OBSOLESCENCE MANAGEMENT APPLICATION GUIDE 1 Scope This Internat

33、ional Standard gives guidance for establishing a framework for obsolescence management and for planning a cost-effective obsolescence management process that is applicable through all phases of the product life cycle, the term product includes: capital equipment; infrastructure; consumer durables; c

34、onsumables; software products. Obsolescence management covers the following areas: a) design of new products; b) new technology insertion into existing products; c) support and maintenance of legacy products. 2 Normative references The following referenced documents are indispensable for the applica

35、tion of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. IEC 60050-191, International Electrotechnical Vocabulary (IEV) Part 191: Dependability and quality of service IEC 603

36、00-1, Dependability management Part 1: Dependability management systems IEC 60300-2:2004, Dependability management Part 2: Guidelines for dependability management IEC 62198, Project risk management Application guidelines IEC/TS 62239, Process management for avionics Preparation of an electronic comp

37、onents management plan IEC 62258 (all parts), Semiconductor die products IEC 62309, Dependability of products containing reused parts Requirements for functionality and tests 6 EN 62402:20073 Terms, definitions and abbreviations For the purposes of this document, the terms and definitions given in I

38、EC 60050-191 and the following apply. 3.1 Definitions 3.1.1 bench marking testing and comparing similar products or processes 3.1.2 bridge buy lifetime buy for a given period, e.g. during replacement product development 3.1.3 cannibalization re-use of components and assemblies taken from products wi

39、thin the inventory to support other products 3.1.4 commercial-off-the-shelf COTS conforming to the manufacturers data sheet and available to any purchaser NOTE A single user is not able to influence the specification. 3.1.5 end of life EOL discontinuance of production by the original manufacturer NO

40、TE EOL should not be confused with time to wear out or end of use. 3.1.6 hardware physical components of a system including its associated data and documentation 3.1.7 infrastructure facilities, plant and people who design, manufacture, operate and support the product 3.1.8 integrated logistic suppo

41、rt ILS management method by which all the logistic support services required by a customer can be brought together in a structured way and in harmony with a product IEC 60300-3-12:2001, Subclause 3.2 7 EN 62402:20073.1.9 intellectual property rights IPR patents, designs (whether registered or not),

42、registered trade marks, and copyright NOTE These are rights defined and regulated by international agreement. Confidential technical information (usually in reports, drawings, specifications or data), and general “know-how” comprise other rights under international law. Although to an extent intangi

43、ble, they constitute a form of property, possess value and can be bought, sold or licensed. 3.1.10 legacy product product whose development is complete 3.1.11 legacy system system whose development is complete 3.1.12 lifetime buy LTB purchase of a supply of components sufficient to support the produ

44、ct throughout its life cycle or until the next planned technology change 3.1.13 materiel systems, products, stores, supplies, spares and related documentation, manuals, computer software and firmware 3.1.14 original component manufacturer OCM manufacturer of an item, material or component that is in

45、tended for embodiment into an assembly or a product by an original equipment manufacturer (OEM) 3.1.15 original equipment manufacturer OEM manufacturer of an assembly or a product NOTE 1 OEM is a common term used to identify a position in the supply chain. NOTE 2 The assembly or product might be reg

46、arded as a component by a customer. 3.1.16 obsolescence 3.1.16.1 transition from availability from the original manufacturer to unavailability 3.1.16.2 permanent transition from operability to non-functionality due to external reasons 3.1.17 obsolescence management co-ordinated activities to direct

47、and control an organization with regard to obsolescence 3.1.18 obsolescence management plan description of the strategies for the identification and mitigation of the effects of obsolescence through all stages of the life of a product 8 EN 62402:20073.1.19 obsolescent subject to an announced future

48、end of service provision; support of software; production by the OCM; processed material supply 3.1.20 obsolete no longer available NOTE This might be because of the lack of availability of service provision; support of software; production by the OCM and there is no replacement available; processed

49、 material supply. 3.1.21 proactive strategy development and implementation of an obsolescence management plan in advance 3.1.22 product result of a process NOTE There are four generic product categories, as follows: service (e.g. transport, after sales support); software (e.g. computer program, dictionary); hardware (e.g. mechanical component, electrical component or assembly); process material (e.g. lubricant). ISO 9000:2005, definition 3.4