BS0-2 (2005)
BS0-2 (2005)
BS0-2 (2005)
BRITISH STANDARD
A standard for
standards –
Part 2: Structure and drafting –
Requirements and guidance
ICS 01.120
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Publication history
First published as Part 2 and Part 4, March 1974
Second edition of Part 4, December 1975
First published as Part 3, November 1981
Second edition as Part 3, November 1991
Third edition as Part 3, August 1997
First (present) edition as Part 2, December 2005
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Contents
Foreword ii
Introduction 1
1 Scope 2
2 Normative references 2
3 Terms and definitions 2
4 Principles 5
5 Requirements specific to different types of standard 10
6 Structure, divisions and elements 12
7 Drafting 14
8 Verbal forms used in standards 20
9 Spelling and presentation 20
Bibliography 22
Table 1 Verbal forms 20
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Summary of pages
This document comprises a front cover, an inside front cover,
pages i and ii, pages 1 to 22, an inside back cover and a back cover.
Foreword
Publishing information
This part of BS 0 is published by the British Standards Institution (BSI)
and comes in effect on 1 January 2006.
Supersession
This part of BS 0 supersedes BS 0-3:1997, which will be withdrawn on
31 December 2005.
Presentational conventions
The provisions (see 3.2.1) of this standard are presented in roman (i.e.
upright) type. Its requirements are expressed in sentences in which the
principal auxiliary verb is “shall”.
Commentary, explanation and general informative material are
presented in smaller italic type, and do not constitute normative
elements (see 3.2.2).
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Introduction
This edition of BS 0-2 has been developed so as to provide a concise
exposition of the principles governing the drafting of standards of
national (i.e. UK) origin. Many details concerning editorial practice and
policy are now to be found in The BSI guide to standardization –
Section 2: Rules for the structure, drafting and presentation of
British Standards. That document also contains instructions for the
implementation in the UK of European and international standards.
This edition of BS 0-2 takes the form of a specification and guide.
The principles it encapsulates are presented as requirements that are
binding on all types of formal standard of national origin. However,
these requirements have been drafted so as to allow a reasonable degree
of latitude in order to accommodate the developing needs of the
standardization community. It is also recognized that this community
(both users and producers of standards) are in most cases used to
working with standards of international and European origin and it has
been the intention to maintain the high degree of consistency in drafting
practice that has already been achieved amongst the organizations
concerned.
This edition introduces a major innovation concerning the presentation
of informative guidance and commentary. It has been developed from
the principle adopted for some years in a category of standard known
informally as “practice specifications”, and allows the provisions of the
standard (see 3.2.1) to be supplemented by informative material that is
presented distinctly, but in parallel with them. This allows the standard
to maintain the rigour and authority of a specification whilst offering the
user a large amount of explanatory guidance that would previously have
been difficult to accommodate.
BS 0 is to be used as an exemplar for all other standards of national
origin, which therefore allows the commentary and guidance feature to
be adopted for them if it is thought to be of value. There is, of course,
no compulsion to use this approach, and it is likely that many traditional
product specifications will continue to be drafted much as previously.
However, it does allow technical committees to introduce text in a
prominent position that can be used to:
• offer guidance on the application or implementation of the
provisions of a standard; or
• explain the context or background of a particular provision; or
• explain the committee’s reasoning in respect of provisions that
might otherwise be thought to be obscure or contentious.
Examples of this feature have been selectively introduced into the text
of this document, particularly in Clause 4, where it has been thought
helpful to offer an explanation and rationale for some basic principles
that might otherwise be thought to be arbitrary.
Amongst other provisions to which the user’s attention is drawn, is new
text to be introduced in the foreword to codes of practice (see 5.2), in
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1 Scope
COMMENTARY ON CLAUSE 1 This part of BS 0 specifies requirements, and gives guidance, in respect
Detail concerning the adoption of of the structure and drafting of those documents of national (i.e. UK)
European and international origin that are published as British Standards or Drafts for
documents as British Standards Development.
documents can be found in
BS 0-1:2005, 5.7, and in The BSI It does not explicitly include requirements for BSI publications that are
guide to standardization – Section 2. not regarded as being part of its formal standardization programme.
This part of BS 0 is concerned principally with matters of policy and
principle. Further detailed prescriptions concerning the presentation
of British Standards are to be found in The BSI guide to
standardization – Section 2.
2 Normative references
COMMENTARY ON CLAUSE 2 The following referenced documents are indispensable for the
Normative references are deemed application of this document. For dated references, only the edition
to be indispensable insofar as cited applies. For undated references, the latest edition of the
reference to the cited document referenced document (including any amendments) applies.
would have to be made in order
fully to comply with the provision BS 0-1:2005, A standard for standards – Part 1: Development of
in which the reference appears. It standards – Specification
should be possible to take the
accuracy and appropriateness of
BS 7998-3 (IEC 60027-3), Letter symbols to be used in electrical
such citations on trust. technology – Logarithmic and related quantities, and their units
BS ISO 31 (all parts), Quantities and units
See 7.8.2 for the criteria for
normative references to be dated or BS ISO 999, Information and documentation – Guidelines for the
otherwise. content, organization and presentation of indexes
ISO 10241, International terminology standards – Preparation and
layout
The BSI guide to standardization – Section 2, Rules for the
structure, drafting and presentation of British Standards
(http://www.bsi-global.com/NSB/Governance)
Shorter Oxford English Dictionary, 5th edition. Oxford: Oxford
University Press, 2002
Chambers Dictionary of Science and Technology. Edinburgh:
Chambers Harrap, 1999
3.1.1 specification
standard that sets out detailed requirements, to be satisfied by a
product, material, process, service or system, and the procedures for
checking conformity to these requirements
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3.1.2 method
standard that gives a complete account of the way in which an activity
is performed (and, where appropriate, of the equipment or tools
required to perform it) and conclusions are reached, to a degree of
precision appropriate to the stated purpose
3.1.3 vocabulary
standard listing definitions of terms used in a particular sector, field or
discipline
3.1.5 guide
standard that gives broad and general information about a subject, with
background information where appropriate
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3.1.6 classification
standard comprising designations and descriptions of different grades
of a product and that identifies and arranges data in hierarchical order
3.2.5 clause
basic component in the subdivision of text
3.2.6 annex
COMMENTARY ON 3.2.6 optional element, integral to a standard but containing material more
In some older British Standards the appropriately presented separately from its main provisions
term “appendix” has been used.
3.3 caution
instruction that draws attention to the risk of damage to the product,
process or surroundings
[BS 4884-1:1992, 2.1]
3.4 warning
information that draws attention to the risk of injury or death
[BS 4884-3:1992, 3.24]
3.5 figure
illustration in the form of a diagram, sketch, perspective drawing, graph,
chart, nomogram, photograph or one of a variety of engineering
drawings, e.g. dimensional, detail, assembly
4 Principles
4.1 General
COMMENTARY ON 4.1 A standard shall:
In very simple terms, a standard is
a) be complete within the limits given in its scope clause;
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4.3 Audience
COMMENTARY ON 4.3 A standard shall be written in a style intended to be clearly understood
It is particularly important that the by its target audience.
target audience for each standard
is identified before detailed The intended audience of each standard, or discrete part thereof, shall
drafting begins. be identified, explicitly or implicitly, in the scope clause.
If it is particularly important that the execution of the provisions of a
If the identity of the audience is
standard is entrusted to appropriately qualified and competent people
unclear or confused, there is a risk
that: (e.g. where the procedures involved should only be performed by
• a standard might make people with specialist skills), a statement to this effect shall be included
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4.5 Consistency
COMMENTARY ON 4.5 To ensure consistency throughout all British Standards, the text of
British Standards (including each shall, where appropriate, be in accordance with the relevant
implementations of European and British Standards and BSI policy documents for:
international standards) form a
large, mutually dependent and a) terminology;
constantly evolving body of b) principles and methods of terminology;
codified expertise and experience.
It is important that this body of c) quantities, units and symbols;
documentation has a high degree of
d) abbreviations;
consistency and compatibility.
Detailed requirements are e) bibliographic references;
therefore made in respect of
consistency and homogeneity. f) technical drawings;
g) graphical symbols;
A list of current British Standards
and technical committees relating h) limits and fits;
to the factors listed can be found in i) tolerancing of dimensions;
The BSI guide to standardization –
Section 2. j) uncertainty of measurement;
k) statistical methods;
l) environmental conditions and associated tests;
m) health, safety and the environment;
n) electromagnetic compatibility;
o) quality and conformity.
4.6 Planning
COMMENTARY ON 4.6 A standard shall be drafted in the most appropriate form for its purpose,
1) Before the drafting of a standard selected, at the outset of the work, from the types of standard defined
can begin, it is necessary to in 3.1.
identify all matters to be included,
and to establish the title, scope, Matters to be considered shall include:
structure, division into parts and a) the area to be standardized;
relationships between them and
with other standards. b) the intended users of the standard;
c) the types of standard or series of different standards that are
2) Evidence of compliance with the
requirements of this clause will be required to fulfil the need (see also 6.1.4 for requirements in
sought as part of BSI’s project respect of division into parts);
acceptance process (see d) the time and cost of implementing the standard, and the value or
BS 0-1:2005, 5.2).
benefits to the immediate and wider communities of its publication
3) If a series of similar or related and use;
standards is to be issued, it is e) the relationship between the standard and the wider body of
advisable to establish a model standards material, and with other documents relevant to its use,
document as the method of
such as regulations.
presentation to be followed to
ensure consistency within the
series.
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2) As a general principle,
performance requirements are
preferred to design requirements
as they are less likely to inhibit
innovation.
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recommendations, and in some
cases it might be neither feasible
to be able to justify any course of action that deviates from its
nor necessary to seek absolute recommendations.”
objective verifiability. However,
users claiming compliance with a
code of practice should be expected
to be able to justify any course of
action that deviates from its
recommendations, and a statement
to this effect should be made in the
foreword.
5.3 Method
5.4 Guide
COMMENTARY ON 5.4 A guide shall be drafted in the form of guidance, supported by
A generally discursive and non- recommendations where appropriate. It shall not contain requirements.
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5.5 Vocabulary
COMMENTARY ON 5.5 A vocabulary, being a compendium of terms and definitions, shall be
Older standards of this type were drafted in accordance with the requirements applying to those elements
frequently called “glossaries” or of a standard (see 7.8.4), and also in accordance with ISO 10241.
“nomenclatures”; terms that can
still be encountered.
5.6 Classification
A classification standard shall designate and describe different grades
of a product, or identify and arrange data in hierarchical order.
6.2.1 Part
COMMENTARY ON 6.2.1 A standard shall be divided into parts if:
Other than an auxiliary
publication (see 5.8), a “part” is the
a) some provisions only will be of particular interest to separate
only subdivision of a standard that groups of users, e.g. performance, quality assessment;
is published as a discrete document b) some provisions will be restricted to a single user interface, e.g. in
(see also the commentary on 6.2.2). a product standard, between purchaser and supplier;
c) different types of standard are needed, e.g. a specification and a
code of practice;
the subject is extensive and the time required to produce all the
information in one document would be unacceptable.
6.2.2 Section
COMMENTARY ON 6.2.2 Where it is considered desirable to divide a standard (or part of a
The use of sections within a long, standard) into groups of related, sequential clauses, such divisions shall
complex standard (or part thereof) be designated as “sections”.
can be a very useful navigational
tool.
6.2.3 Clause
The text of each standard and each part of a standard shall be
subdivided into clauses.
6.2.4 Subclause
COMMENTARY ON 6.2.4 Subdivisions of a clause shall take the form of primary subclauses
The extent to which it is necessary to (e.g. “2.1”), divided, if necessary, into further numbered subclauses
number individual elements of text and/or un-numbered paragraphs.
is largely a matter for subjective
judgement. Further guidance can
be found in The BSI guide to
standardization – Section 2.
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7 Drafting
7.1 General
Text shall be clear, succinct and logical. There shall be no
contradictions or inconsistencies within the text. Provisions once
specified shall not be varied or undermined by subsequent text.
Normative provisions shall be clearly distinguishable from informative
material. Informative text shall never be used to modify or qualify a
normative provision.
Provisions shall be expressed in terms consistent with the objectives of
the standard as set out in the scope clause, for example a specification
for a product shall specify the attributes of the product, not the actions
of users.
If it is necessary to state certain inescapable facts or requirements that
are relevant to the scope of the standard but apply outside its
provisions, they shall be referred to in informative text, with the
regulatory, safety or other reasons explained.
7.2 Terminology
Every term used in a standard or series of standards shall be used in only
one sense, and only one term shall be used for a single concept,
regardless of whether the term is defined in the terms and definitions
clause (see 7.8.4).
Where a technical term is defined in a standard, it shall be used only in
the sense defined, and shall be presented in a consistent manner
throughout the standard.
Where a technical term is not defined, it shall be used in the sense
generally accepted by specialists in the subject. If some other more
specialized or limited meaning is given to a term, the term and its
concept shall be included in the terms and definitions clause.
The term “weight” (see also 9.2) shall not be used to mean a mass or
force; it shall be used only to indicate a physical item (e.g. a block of
metal).
7.3 Title
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7.5 Foreword
The foreword shall not contain provisions of the standard.
The foreword shall contain:
a) the title of the committee, and where appropriate, the sub-
committee, responsible for the drafting of the standard; and
b) prescribed wording concerning contractual and legal
considerations (see 4.2.2 and 4.2.3), followed by any information
regarding relevant statutory regulations,
together with as much of the following information as is appropriate:
c) the effective date of the standard if this is different from the
publication date, and the reasons for this difference;
d) standards, including previous editions, that, as a result of the
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publication currently being drafted, are now superseded, partially
superseded and/or withdrawn;
e) a description of the standard’s relationship to other national,
European, international and foreign standards;
f) acknowledgement of copyright material;
g) reference to relevant international work;
h) for a revision, a statement of the standard’s relationship with, and
principal changes from, the previous edition, particularly if the
revision:
1) does not entirely supersede the previous edition;
2) has a different identifier;
3) contains provisions that affect the interchangeability of
products conforming to the previous edition;
i) any problems in preparation (e.g. matters omitted because
agreement could not be reached);
j) acknowledgement of copyright material;
7.6 Introduction
COMMENTARY ON 7.6 Where included, the introduction shall be positioned after the foreword.
An introduction can be useful in If numbered, it shall be numbered as Clause 0.
cases where it is felt necessary to
explain the context and broader It shall not contain provisions of the standard.
background to a standard. It is the
appropriate place in which to refer
to factors such as research,
academic, social or legislative
developments that might have had
a bearing on the development of a
standard.
7.7 Scope
COMMENTARY ON 7.7 The scope clause, the first normative element of a standard, shall be
The significance of the scope numbered as Clause 1.
statement cannot be overstated. It
serves not only to define and The scope clause shall be drafted in precise detail, once the objectives
delimit the standard, but also the of the standard have been decided. It shall:
work of those involved in its a) give the objectives of the standard, identifying what is to be
development.
standardized and for whose benefit (see 4.3);
Agreeing and drafting the scope b) define the content of the standard in sufficient detail to ensure that
clause can be an extended and all of the normative elements fall within the stated scope;
difficult task, but is one without
which a standardization project c) state any limitations that are not implicit, particularly if they might
cannot proceed. It should therefore otherwise be unexpected;
be one of the very first tasks at the
d) be able to stand as a definition of the function of the standard,
inception of a project, and a robust
which could be used, if necessary, in the event of a dispute.
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7.8 References
7.8.1 General
COMMENTARY ON 7.8.1 References shall be employed when it is either necessary or desirable to
The use of material that appears in cite material in another publication (e.g. a test method) that cannot
another document frequently saves practically be included in the standard being drafted.
unnecessary duplication and
ensures that a coherent body of References to other documents shall be determined as being normative
standards material is developed (i.e. indispensable to the full compliance with a standard) or informative
and maintained (see 4.5 and (i.e. providing supplementary information or guidance), and shall be
BS 0-1:2005, 4.6). The decision as listed accordingly as prescribed in 7.8.2 and 7.8.3.
to whether to reproduce such
material, or to make a reference to
it, is largely subjective and has to
be based on a wide variety of
factors such as availability,
ownership, scale and the probable
needs of the user. Guidance is
available from BSI staff.
3) It is acceptable to amplify a
definition in accompanying
informative text.
7.9 Annexes
COMMENTARY ON 7.9 An annex shall be included only if reference to it is made in the main
A single annex may be designated text of the standard.
simply as “Annex” and does not
need to carry an identifier. Any Annexes shall follow the main text, arranged in the order in which they
reference to it in the main text can are first cited. Multiple annexes shall each be identified by capital letters
be in a form such as “A.4.1”. in alphabetical order, beginning with “A”.
The annex designation shall be followed by “(normative)” or
If an annex contains only a single
clause, there is likewise no need for “(informative)” according to whether or not it is indispensable for the
it to bear a clause number. application of the document. The title of the annex shall follow on a
separate line.
An informative annex shall not contain any provisions of the standard.
7.10 Footnotes
COMMENTARY ON 7.10 Footnotes to the main text shall not contain provisions of a standard.
Footnotes may be used to supply
useful but incidental information
Whilst footnotes to tables and figures may contain provisions,
such as: informative and normative text shall not be combined within a single
footnote.
a) conversion factors;
7.11 Index
If an index is required, it shall be prepared in accordance with
BS ISO 999.
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9.3 Presentation
All matters of content and presentation not otherwise prescribed in this
part of BS 0-2 shall be in accordance with The BSI guide to
standardization – Section 2.
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Bibliography
BS ISO 78-2, Chemistry – Layout for standards – Methods of
chemical analysis
BS 4884-1:1992, Technical manuals – Specification for
presentation of essential information
BS 6100 (all parts), Glossary of building and civil engineering
terms
PD 6612, Guidance on the preparation of codes of practice for
building
IEC 60050 (all parts), International Electrotechnical Vocabulary
ISO/IEC Directives, Part 2, Rules for structure and drafting of
International Standards
Revisions
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Copyright
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