International Standards and Conformity Assessment for all electrical, electronic and related technologies
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Drafting IEC publications

 

 

Referencing

Purpose or rationale

The entire collection of International Standards published by ISO and IEC is interrelated and forms a system whose integrity has to be preserved.

 

Therefore, references to particular pieces of text should be used instead of repetition of the original source material. Repetition introduces the risk of error or inconsistency and increases the length of the document. However, if it is considered necessary to repeat such material, its source shall be referenced precisely.

 

References can be made

  • to other parts of the document (e.g. a clause, table or figure - see 10.6) or
  • to other documents or publications (see 10.2).

References can be

  • informative (see Clause 21) or
  • normative (see Clause 15).

References can be

  • dated (see 10.5) or
  • undated (see 10.4).

EXAMPLE 1

It is often useful to copy relevant terminological entries into the terms and definitions clause in which case the source is cited:

 

3.1
asset
item, thing or entity that has potential or actual value to an organization
[SOURCE: ISO 55500:2014, 3.2.1]

 

EXAMPLE 2

Material copied from an external document:

 

Key

1 Life; maintenance time.

 

SOURCE: DISSADO, L.A., FOTHERGILL, J.C., Electrical Degradation and Breakdown in Polymers, Peter Peregrins, London, 1992, reproduced with the permission of the authors

 

Figure A.6 – Property versus time behaviour, detection of threshold
(end point,
PL) and maintenance time

 

For management system standards, the rules of ISO/IEC Directives, Part 1, Consolidated ISO Supplement apply.

 

Permitted referenced documents

In principle, normatively referenced documents shall be documents published by ISO and/or IEC. In the absence of appropriate ISO and/or IEC documents, those published by other bodies may be referred to in a normative manner provided that

  • the referenced document is recognized by the committee as having wide acceptance and authoritative status,
  • the committee has the agreement of the authors or publishers (where known) of the referenced document for its inclusion as a reference,
  • the authors or publishers (where known) have also agreed to inform the committee of their intention to revise the referenced document and what points the revision will affect and
  • the document is available under commercial terms which are fair, reasonable and non-discriminatory.

Informative reference may be made to any other type of document. Informative references shall be listed in the bibliography.

 

ISO and IEC normatively referenced documents shall have reached at least the enquiry stage (40.20 DIS or CDV).

 

The committees shall validate all referenced documents when a document is revised.

 

The normative references list shall not include the following:

  • referenced documents which are not publicly available (in this context, "publicly available" means published documents which are available free of charge, or available commercially under reasonable and non-discriminatory terms to any user);
  • referenced documents which are cited only informatively as bibliographic or background material.

Presentation of references

Documents shall be referred to by their number, and if applicable, date of publication and title.

 

EXAMPLE 1

 

ISO/TR 12353-3:2013, Road vehicles – Traffic accident analysis – Part 3: Guidelines for the interpretation of recorded crash pulse data to determine impact severity
ISO 14044:2006, Environmental management – Life cycle assessment – Requirements and guidelines
ISO 17101-2:2012, Agricultural machinery – Thrown-object test and acceptance criteria – Part 2: Flail mowers
ISO 14617 (all parts), Graphical symbols for diagrams
ISO/IEC 17025:2005, General requirements for the competence of testing and calibration laboratories
IEC 61175, Industrial systems, installations and equipment and industrial products – Designation of signals

 

For other referenced documents and information resources (printed, electronic or otherwise), the relevant rules set out in ISO 690 shall be followed.

 

EXAMPLE 2

 

Printed book or monograph:
GREAT BRITAIN. Data Protection Act 1984. Schedule 1, c35, Part 1, Clause 7. London: HMSO

 

Electronic book or monograph:
INTERNET ENGINEERING TASK FORCE (IETF). RFC 3979: Intellectual Property Rights in IETF Technology [online]. Edited by S. Bradner. March 2005 [viewed 2015-12-21]. available at http://www.ietf.org/rfc/rfc3979.txt

 

Contribution to printed serial publication:
AMAJOR, L.C. The Cenomanian hiatus in the Southern Benue Trough, Nigeria. Geological Magazine. 1985, 122(1), 39-50. ISSN 0016-7568

 

Contribution to online serial publication:
STRINGER, John A., et al. Reduction of RF-induced sample heating with a scroll coil resonator structure for solid-state NMR probes. Journal of Magnetic Resonance [online]. Elsevier. March 2005, 173(1), 40-48 [viewed 2015-12-21]. Available at: doi:10.1016/j.jmr.2004.11.015

 

For online referenced documents, information sufficient to identify and locate the source shall be provided. Preferably, the primary source of the referenced document should be cited, in order to ensure traceability.

 

The information shall include the method of access to the referenced document and the full network address, with the same punctuation and use of upper case and lower case letters as given in the source (see ISO 690).

 

Furthermore, the referenced document should be expected to remain valid for the expected life of the referring document.

 

EXAMPLE 3

 

ISO/IEC Directives, IEC Supplement. International Electrotechnical Commission. Available at http://www.iec.ch/members_experts/refdocs/

 

Statutes and directives. International Electrotechnical Commission, ©2004-2010 [viewed 2011-02-09]. Available at http://www.iec.ch/members_experts/refdocs/

 

ISO 7000/IEC 60417 [online database], Graphical symbols for use on equipment [viewed 2010-06-14] Available at http://www.graphical-symbols.info/equipment/

 

When writing a URL, avoid using underlining, which makes underscores ("_") difficult to distinguish.

 

EXAMPLE 4

 

Correct:

ISO/IEC Directives, IEC Supplement. International Electrotechnical Commission. Available at http://www.iec.ch/members_experts/refdocs/

 

Incorrect:

ISO/IEC Directives, IEC Supplement. International Electrotechnical Commission. Available at http://www.iec.ch/members_experts/refdocs/

 

Undated references

Undated references may be made:

  • only to a complete document;
  • if it will be possible to use all future changes of the referenced document for the purposes of the referring document;
  • when it is understood that the reference will include all amendments to and revisions of the referenced document.

The date of publication or dash (see 10.5) shall not be given for undated references. When an undated reference is to all parts of a document, the standard identifier shall be followed by "(all parts)".

 

In the normative references clause or bibliography, use the following forms to list undated references.

 

EXAMPLE 1

 

IEC 60335 (all parts), Household and similar electrical appliances - Safety
IEC 60335-1, Household and similar electrical appliances - Safety - Part 1: General requirements

Reference to all parts
Reference to a single part

 

In the text, use the following forms to make undated references to a document.

EXAMPLE 2

  • “ … use the methods specified in ISO 128-20 and ISO 80000-1 … ”;
  • “ … IEC 60417 shall be used… ”.

 

Dated references

Dated references are references to

  • a specific edition, indicated by the date of publication or
  • a specific enquiry or final draft, indicated by a dash.

Normative references to enquiry or final drafts are potentially risky, and are strongly discouraged, as the referenced document may change before publication.

 

For dated references, each shall be given with its year of publication, or, in the case of enquiry or final drafts, with a dash together with a footnote, such as "Under preparation".

 

The date of publication shall be indicated by the year or, for documents for which more than one edition of the document or an element within the document will be published in the same calendar year, the year of publication and the month (and where necessary the day).

 

If the referenced document is amended or revised, the dated references to it will need to be reviewed to assess whether they should be updated or not.

 

In this context a part is regarded as a separate document.

 

Within the text, references to specific clauses or subclauses, tables and figures of a referenced document shall always be dated, because subsequent editions could result in the renumbering of such elements within the referenced document.

 

In the normative references clause or bibliography, use the following forms to list dated references.

EXAMPLE 1

 

IEC 62271-1:2007, High-voltage switchgear and controlgear – Part 1: Common specifications

Dated reference to a standard

IEC 62271-1:2007/AMD1:2011, High-voltage switchgear and controlgear – Part 1: Common specifications

Dated reference to an amendment (using IEC conventions)

 

In the text, use the standard identifier rather than the title when referring to an ISO or IEC publication. The titles are usually only written out in full in the normative references clause and in the bibliography.

 

In the text, use the following forms to make dated references to a document.

EXAMPLE 2

 

… perform the tests given in IEC 60068-1:1988 …

Dated reference to a published document

… in accordance with ISO 1234:–2, Clause 3, …
____
2    Under preparation. Stage at the time of publication: ISO/DIS 1234:2014.

Dated reference to an enquiry or final draft

… as specified in IEC 64321-4:1996, Table 1, …

Dated reference to a specific table in another published document

… use symbol IEC 60417-5017:2002-10…

Dated reference to an entry within a database standard

… according to IEC 62271-1:2007/AMD1:2011 …

Dated reference to an amendment (using IEC conventions)

 

EXAMPLE 3
Dated versus undated references:

 

The test methods of IEC 61300-2-2 shall be used.

This is a reference to a complete document and it is therefore undated

The dimensions shall be in accordance with IEC 60793-2-50:2012, Table B.1.

This is a reference to a specific element in the referenced document and it is therefore dated

 

References in a document to itself

References shall not be made to page numbers, since pagination can change if the referenced document is published in different formats, or if the document is revised.

 

For an individual document, the form "this document" shall be used.

 

For a document published in separate parts, the standard identifier followed by the phrase "(all parts)" shall be used to refer to the entire series.

 

EXAMPLE

The formulae in ISO 10300 (all parts) are intended to establish uniformly acceptable methods for calculating the pitting resistance and bending strength of…

 

Such undated references are understood to include all amendments and revisions to the referenced document.