BS en 15714-3
BS en 15714-3
BS en 15714-3
15714-3:2009
Industrial valves —
Actuators
Part 3: Pneumatic part-turn actuators
for industrial valves — Basic
requirements
ICS 23.060.20
National foreword
ICS 23.060.20
English Version
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-date lists and bibliographical references concerning such national
standards may be obtained on application to the CEN 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 translation
under the respons bility of a CEN member into its own language and notified to the CEN Management Centre has the same status as the
official versions.
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CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,
Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.
© 2009 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 15714-3:2009: E
worldwide for CEN national Members.
BS EN 15714-3:2009
EN 15714-3:2009 (E)
Contents Page
Foreword ..............................................................................................................................................................4
1 Scope ......................................................................................................................................................5
2 Normative references ............................................................................................................................5
3 Classification/Designation ....................................................................................................................5
3.1 General ....................................................................................................................................................5
3.2 Action ......................................................................................................................................................5
3.3 Actuator attachment ..............................................................................................................................5
3.4 Performance data...................................................................................................................................6
3.4.1 Output torques .......................................................................................................................................6
3.4.2 Minimum moving pressure ...................................................................................................................6
3.4.3 Operating time........................................................................................................................................6
3.4.4 Air volume ..............................................................................................................................................6
3.4.5 Motive energy .........................................................................................................................................6
4 Design requirements .............................................................................................................................6
4.1 Endurance of part-turn actuators.........................................................................................................6
4.2 Leakage ...................................................................................................................................................7
4.3 Angle for part-turn actuators ................................................................................................................7
4.4 Environmental conditions .....................................................................................................................7
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4.4.1 Ambient temperature .............................................................................................................................7
4.4.2 Enclosure protection .............................................................................................................................8
4.4.3 Corrosion protection .............................................................................................................................8
4.5 Basic design ...........................................................................................................................................8
4.5.1 Safety requirements ..............................................................................................................................8
4.5.2 Part-turn actuator attachment ..............................................................................................................9
4.5.3 Pressure connections and pilot valves interface ...............................................................................9
4.5.4 Fail safe direction for spring return actuators ................................................................................. 11
4.5.5 Mechanical safety factors .................................................................................................................. 11
4.5.6 Position indication .............................................................................................................................. 11
4.6 Optional equipment ............................................................................................................................ 11
4.6.1 Ancillaries ............................................................................................................................................ 11
4.6.2 Manual operation ................................................................................................................................ 13
4.6.3 End stop adjustment for part-turn actuators ................................................................................... 14
5 Conformity assessment ..................................................................................................................... 14
5.1 General ................................................................................................................................................. 14
5.2 Type tests ............................................................................................................................................ 14
5.3 Control of production process and quality system ........................................................................ 14
6 Marking ................................................................................................................................................ 15
6.1 General requirements on marking .................................................................................................... 15
7 Part-turn actuator selection guidelines ............................................................................................ 16
8 Documentation .................................................................................................................................... 16
Annex A (normative) Endurance test procedure .......................................................................................... 17
A.1 General ................................................................................................................................................. 17
A.2 Test equipment ................................................................................................................................... 17
A.3 Test conditions ................................................................................................................................... 17
A.4 Test procedure .................................................................................................................................... 17
A.5 Acceptance criteria ............................................................................................................................. 17
Annex B (informative) Actuator selection guidelines ................................................................................... 19
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EN 15714-3:2009 (E)
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BS EN 15714-3:2009
EN 15714-3:2009 (E)
Foreword
This document (EN 15714-3:2009) has been prepared by Technical Committee CEN/TC 69 “Industrial
valves”, 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 April 2010, and conflicting national standards shall be withdrawn at the
latest by April 2010.
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 organizations of the following
countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Cyprus, Czech
Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,
Sweden, Switzerland and United Kingdom.
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EN 15714-3:2009 (E)
1 Scope
This document provides basic requirements for pneumatic part-turn valve actuators, both double acting and
single acting, used for on-off and modulating control duties. It includes guidelines, recommendations and
methods for enclosure and corrosion protection, control and testing.
It does not apply to pneumatic actuators which are integral parts of control valves.
Other requirements, or conditions of use, different from those indicated in this document, should be subject to
negotiations, between the purchaser and the manufacturer/supplier, prior to order.
The terms and definitions applicable to this European Standard are given in EN 15714-1.
2 Normative references
The following referenced documents are indispensable for the application 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.
EN ISO 228-1, Pipe threads where pressure-tight joints are not made on the threads — Part 1: Dimensions,
tolerances and designation (ISO 228-1:2000)
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EN ISO 5211, Industrial valves — Part-turn valve actuator attachments (ISO 5211:2001)
EN ISO 9227, Corrosion tests in artificial atmospheres — Salt spray tests (ISO 9227:2006)
ISO 5599-2, Pneumatic fluid power — Five-port directional control valves — Part 2: Mounting interface
surfaces with optional electrical connector
3 Classification/Designation
3.1 General
Part-turn valve actuators are classified by action and interface as detailed below.
3.2 Action
b) Single Acting (SA) with spring action to move clock-wise (CW) or counter clock-wise (CCW), as per 4.5.4
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The guaranteed minimum output torque capability of the actuator, in both directions, at specified supply
pressures shall be provided by the manufacturer/supplier.
Where the output torque varies with the stroke, in a non-linear relationship, tabulated data and/or
torque/stroke curves shall be provided.
The actuator minimum moving pressure for double acting actuators, at ambient temperature, shall be made
available, by the manufacturer/supplier upon request.
The actuator manufacturer/supplier shall state the minimum operating time in both directions, without external
load, at nominal pressure and without any significant external restriction on supply flow rate and exhaust.
The manufacturer/supplier shall state the internal actuator displaced volume (litres) for both directions,
including the dead volumes (see Clause 8).
3.4.5.1
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Operating medium
Other compressed gases or pressurised fluids may be used, on agreement between the
manufacturer/supplier and purchaser, ensuring they are compatible with internal actuator parts and lubricants.
3.4.5.2 Quality
The operating medium shall have a dew point equal to – 20 °C or, to be at least, 10 °C below the ambient
temperature (ISO 8573-1, Class 3). The maximum particle size shall not exceed 40 µm (ISO 8573-1, Class 5).
3.4.5.3 Pressure
The manufacturer/supplier shall indicate the actuator’s pressure limits. The maximum allowable pressure shall
be at least 0,8 MPa (8 bar), unless otherwise specified. The minimum test pressure for pressurised parts shall
be 1,43 times the maximum allowable pressure.
4 Design requirements
The actuator shall be designed to have a minimum endurance, without maintenance, in accordance with
values given in Table 1. These are based on a load of at least 60 % of the run torque at 0,55 MPa ≅ 5,5 bar
supply pressure and in accordance with the test procedure detailed in Annex A.
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4.2 Leakage
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The actuator shall have no visible external leakage as detailed in Table 8 for the duration of the production
test.
The test pressure shall be at least nominal pressure (0,55 MPa ≅ 5,5 bar).
The minimum duration for the leakage detection test shall be:
Part-turn actuators without adjustable end-stops shall be designed for an output movement of 90° (- 0°, + 2°)
as standard.
For part-turn actuators with adjustable end-stops and a standard nominal output movement of 90°, the
adjustment range shall be stated by the manufacturer/supplier and shall be, at least, ± 3°.
Other angles are subject to agreement between the manufacturer/supplier and purchaser.
The actuator shall be designed for operation at an ambient temperature range between – 20 °C and + 60 °C,
unless otherwise agreed between the manufacturer/supplier and purchaser.
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The non pressurised enclosure of the actuator shall be IP 6X according to EN 60529 (excluding the exhaust
port).
Pneumatic actuators shall be protected against external corrosion by proper material selection and/or surface
treatment. The actuator manufacturer's technical documentation shall specify the corrosion protection
category according to Table 2.
Typical environments
Corrosion category
Exterior Interior
C2 (low) Atmospheres with low level of Unheated buildings where
pollution. Mostly rural areas. condensation may occur, e.g.
depots, sport halls.
C3 (medium) Urban and industrial atmospheres, Production rooms with high humidity
moderate sulphur dioxide pollution. and some air pollution, e.g. food-
Coastal areas with low salinity. processing plants, laundries,
breweries.
C4 (high) Industrial areas and coastal areas Chemical plants, swimming pools,
with moderate salinity. coastal shipyards.
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C5-I (very high — industrial) Industrial areas with high humidity Buildings or areas with almost
and aggressive atmosphere. permanent condensation and with
high pollution.
C5-M (very high — marine) Coastal and offshore areas with high Buildings or areas with almost
salinity. permanent condensation and with
high pollution.
Immersed in water a
Im 1 (Immersed in fresh River installations, hydro-electric power plants.
water)
Im 2 (Immersed in sea or Harbour areas and offshore structures.
brackish water)
a Pneumatic actuators covered by this European Standard are not designed for permanent immersion unless otherwise
specified.
NOTE 1 Table 2 is taken, for reference purposes only, from EN ISO 12944-2. The actuator corrosion protection may
also be achieved by systems/methods which deviate from those specified in EN ISO 12944-5.
NOTE 2 Table 2 may be used to define the corrosion category in order to help the actuator manufacturers to define the
surface treatment for corrosion protection. Test assessment and test procedures are the responsibility of the
manufacturer.
Actuators shall be designed taking into account the technical principles and specifications for safety. The
design of spring return actuators shall permit the safe assembly/disassembly, when complying with the
manufacturer/supplier’s instructions.
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The attachment for part-turn actuators shall comply with EN ISO 5211.
The output drive of part-turn actuators may be an integral part or a removable component to allow it, when
necessary, to be machined to suit the driven component of the valve.
The material of the drive component shall clearly be indicated in the manufacturer’s/supplier’s documentation.
The actuators shall have two pressure connections, unless otherwise specified.
The position, location, orientation and form of the pressure connections shall be established by the
manufacturer.
Connections shall be clearly identified with numbers (2 and 4), in accordance with ISO 5599-2. When
pressurised, direction of movement shall be in accordance with Table 3 below, unless otherwise specified.
The dimensions of the pressure connections/interface shall be as specified in Tables 3 and 4 and Figures 1
and 2. The actuator shall be properly marked to indicate the type of thread.
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Table 4 — Dimensions of the pressure connections for remotely mounted pilot valves
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Figure 2 — Interface for direct mounted pilot valves
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EN 15714-3:2009 (E)
For spring return actuators, the direction of movement, on loss of supply pressure, shall be clearly and
permanently indicated in accordance with Figure 3 (see Clause 6).
Pressurised actuator enclosures shall be designed with minimum safety factors as given in Table 6 below,
taking into consideration 3.4.5.3.
Unpressurised enclosures shall be designed to remain unpressurised also in case of malfunction or failure.
The actuator shall be equipped with an indicating arrangement or device to clearly show the valve obturator’s
position, which shall be linked with the valve obturator during power and/or manual operation. It shall be
possible to adjust the indicator when necessary.
4.6.1 Ancillaries
The actuator design shall allow the attachment of ancillaries, such as:
a) limit switches;
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b) positioner;
c) position transmitter;
f) safety devices.
The actuator shall have an ancillaries’ mounting interface as shown in Table 7 or as agreed between the
manufacturer/supplier and the purchaser.
The actuator interface shall have 4 threaded holes according to Table 7 and Figure 4 (see also
EN 60534-6-2).
The length C of the drive shaft, distances A and B of the holes and relevant attachment dimensions, for
mounting level 1, shall be in accordance with Table 7.
The shaft shall have a slot and a threaded hole according to Figure 4. If the slot is used as a position indicator
it shall be parallel to the pipe axis when the valve is open.
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Key
1 level 1
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Table 7 — Dimensions of the actuator interface for the attachments of ancillaries for mounting level 1
AA 0 V<1 50 25 15 M5 8 40
AA 1 0,5 < V < 10 80 30 20 M5 8 45
AA 2 5< V < 25 80 30 30 M5 8 55
AA 3 5 < V < 25 130 30 30 M5 8 55
AA 4 10 < V < 100 130 30 50 M5 8 75
AA 5 V > 50 200 50 80 M6 10 105
a Air volume as defined in 3.4.4. The relationship between air volume V and dimensions of mounting levels 1 and 2 are
given as guidelines.
The mounting of positioners and signal devices to part-turn actuators is also possible with a bracket with
dimensions according to the Table 7 and Figure 5.
Mounting Level 1 : fixing level for the bracket to an actuator with dimensions given in Table 7.
Mounting Level 2: fixing level on the bracket for positioners and signal devices with F05 attachment in
accordance with EN ISO 5211.
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Key
a 5,5 (for M5) or 6,5 (for M6)
1 level 1
2 level 2
Figure 5 — Dimensions of optional ancillaries bracket
When specified, the actuator shall be supplied with a means of manual operation.
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a) The manual operating element (handwheel or lever) shall remain stationary under power operation.
b) The power operation shall be disabled before or when manual operation is engaged.
c) Clear and permanent indication shall be provided to show the opening/closing directions of the manual
override which shall be clockwise to close, unless otherwise specified.
When required, part-turn actuators shall be supplied with at least one adjustable end stop (refer to 4.3).
5 Conformity assessment
5.1 General
The manufacturer/supplier shall demonstrate the compliance of his products to this European Standard by:
a) carrying out all the type tests (see 5.2) to ensure all “fitness for purpose” criteria are met;
b) controlling the production process (see 5.3) to ensure the required performance levels are continuously
maintained.
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The type tests shall correspond to all requirements stated in Clause 4.
Type test shall be carried out on actuators that are representative of the current production.
Type tests results shall be recorded in a test report, detailing the type, quantity and sizes of the actuators
tested and the test equipment and measuring devices used.
To qualify a range of actuators, of the same design and of the same action, manufactured under the same
process and from the same or equivalent materials, the type tests may be carried out on a limited number of
sizes by applying the following rule:
When an actuator having a nominal output torque “x” is qualified, all actuators having nominal output torques
between 50 % x and 200 % x [x/2 or 2x] are considered qualified.
When an actuator with a rotation of “y” is qualified, all actuators having a rotation between “y/2” and “2y” are
also considered qualified.
The type test shall be carried out by the manufacturer/suppliers, or by a competent testing institute.
A full report of these tests shall be retained by the manufacturer/supplier as evidence of compliance.
The appropriate type tests shall be repeated when the design, or the production process have been modified,
which could affect the functional performances.
The manufacturer/supplier shall have a Quality Control System capable of ensuring manufactured products
comply with the performance requirements of this European Standard.
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EN 15714-3:2009 (E)
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See technical data sheet and test reports of
4.4.2 Enclosure manufacturer/supplier according to —
EN 60529.
See technical data sheet and test reports of
4.4.3 Corrosion protection manufacturer/supplier according to —
EN ISO 9227.
See manufacturer's drawings, materials
4.5 Basic design classification, calculation, test reports and —
relevant standards.
4.5.6 Position indicator See manufacturer's drawings functional test
See manufacturer's drawings, test reports functional test with
4.6 Optional equipment
and relevant standards accessories, when fitted
6 Marking See Clause 6 See Clause 6
8 Documentation See Clause 8 See Clause 8
6 Marking
b) model number;
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e) fail safe direction for spring return actuators (as per 4.5.4);
g) mandatory marks.
8 Documentation
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The language of the relevant documentation shall be agreed between the manufacturer/supplier and the
purchaser.
b) air volume (as per 3.4.4) and pressure connection type (as per Table 4);
d) mandatory documentation.
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Annex A
(normative)
A.1 General
Actuators complying with this European Standard shall be type-tested in agreement with the following:
d) an instrument for measuring the applied torque and the operating stroke;
e)
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an angular position measuring device.
The operating medium shall be compressed air at 0,55 MPa (5,5 bar) or that agreed between the
manufacturer/supplier and the purchaser, and shall comply with 3.4.5.
Torque values versus angular stroke, in 10° intervals in both directions of travel, shall be recorded, at room
temperature between 15 °C and 30 °C, at least at the start and at the end of the endurance test.
External actuator leakage rates at room temperature shall be measured and recorded at the beginning and at
the end of the test, at both end of travel positions.
The final torque values shall not be less than 90 % of the initial values.
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The final operating stroke shall remain between 98 % and 102 % of the initial value.
The final leakage values at 0,55 MPa (5,5 bar) shall not exceed the rates given in Table A.1.
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Annex B
(informative)
B.1 General
Actuated valve malfunctions are often due to the under sizing of actuators. The initial material cost «saving» is
usually insignificant, compared with the costly production losses and/or danger presented to personnel.
Conversely, it is even more important, that excessive safety factors are not applied to valve torques which
may result in selected actuators being capable of twisting/shearing valve stems and possibly transmitting a
feedback signal that does not correspond to the valve position. This is usually associated with critical valve
applications e.g. ESD (Emergency Shut Down) valves.
It is therefore essential that the correct size of actuator is selected together with any associated ancillary
equipment.
To obtain all the information it may be necessary to question the end user, the contractor/designer, the valve
manufacturer, the actuator manufacturer and ancillary equipment manufacturers.
The aim of these guidelines is to provide a clear understanding of the torque requirements and what
parameters affect the correct actuator selection. Relevant questions need to be answered regarding the valve
operating service, the actuator working parameters/environment, ancillary equipment and local regulations.
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B.2 Selection parameters
Determine the appropriate torques and strokes taking into consideration the following parameters and
questions.
1 Note that the valve stem is not necessarily the weakest part in the drive train.
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EN 15714-3:2009 (E)
NOTE These points are relevant to all ancillaries and suitable materials/protection should be selected.
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B.3.1 General
After providing answers to 1.0, it is the responsibility of the valve manufacturer to provide operating torque
values, throughout the valve’s stroke in both directions, including any relevant safety factors and the maximum
torque that can be applied to the valve stem.
Once the valve’s torque characteristic values have been established, select an actuator, considering the
minimum supply pressure specified by the purchaser, that provides a torque (Start torque, Run torque (when
applicable) and End torque) greater than the maximum valve operating torque, taking into consideration
varying valve torque values throughout its stroke, in both directions.
The Figures B.1, B.2, B.3 and B.4 give, as examples, the torque characteristics (force and vector) of the
mainly used mechanical systems (rack and pinion, vane and scotch yoke actuators).
At the maximum supply pressure, the maximum output torque of the selected actuator shall not exceed the
maximum allowable valve stem torque limitation (MAST).
Operating time is checked and if necessary, modifications and/or the appropriate ancillary equipment is
selected.
Select appropriate materials, corrosion protection system, command and control ancillaries according to the
environmental conditions, local regulations and purchaser requirements/specifications.
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Key
X travel (degrees)
Y output
a closed
b open
c start opening, end closing
d end opening, start closing
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Key
X travel (degrees)
Y output
a closed
b open
c start
d end
1 spring
2 air
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B.3.3 Torque characteristics for scotch yoke actuators (e.g. symmetric system)
Key
X travel (degrees)
Y output
a closed
b open
c start opening, end closing
d end opening, start closing
1 run torque
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Key
X travel (degrees)
Y output
a closed
b open
c start
d end
1 spring
2 air
3 run torque
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Bibliography
[4] EN ISO 3231, Paints and varnishes — Determination of resistance to humid atmospheres containing
sulphur dioxide (ISO 3231:1993)
[5] EN ISO 4628-1, Paints and varnishes — Evaluation of degradation of coatings — Designation of
quantity and size of defects, and of intensity of uniform changes in appearance — Part 1: General
introduction and designation system (ISO 4628-1:2003)
[6] EN ISO 12944-2, Paints and varnishes — Corrosion protection of steel structures by protective paint
systems — Part 2: Classification of environments (ISO 12944-2:1998)
[7] EN ISO 12944-5, Paints and varnishes — Corrosion protection of steel structures by protective paint
systems — Part 5: Protective paint systems (ISO 12944-5:2007)
[8] EN 60534-6-2, Industrial-process control valves — Part 6-2: Mounting details for attachment of
positioners to control valves — Positioner mounting on rotary actuators (IEC 60534-6-2:2000)
[9] ISO 5599-1, Pneumatic fluid power — Five-port directional control valves — Part 1: Mounting interface
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surfaces without electrical connector
[10] ISO 8573-1, Compressed air — Part 1: Contaminants and purity classes
[11] ISO 8573-2, Compressed air — Part 2: Test methods for oil aerosol content
[12] ISO 8573-3, Compressed air — Part 3:Test methods for measurement of humidity
[13] ISO 8573-4, Compressed air — Part 4: Test methods for solid particle content
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15714-3:2009
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