Copyright Information System Engineering Inc. Requirements for Instruction Manuals in the European...

Copyright Information System Engineering Inc.

Requirements for Instruction Manualsin the European Market

Introduction with Samples

The International Symposiumon Technical Communication and Product Marketing

25-27 May 2013, Guiyang City, Guizhou Province, China

Dr. Konstantin AngnostopoulosISE Europe GmbH,

Switzerland


Contents

Part 1 - European Directives and Standards• Harmonization of Laws and Standards in Europe• EU-Directives and EN Standards for instruction manuals• Production process of instruction manuals• Safety and Usability aspects in instruction manuals

Part 2 - Introduction of samples• Risk Assessment - definition of safety instructions• Product Specific Standards - specific safety instructions• Country Deviations - country specific safety instructions • Usability and consumer test - improvements on instruction manual ergonomics

Part 3 - ISE Europe GmbH, alliance network and services


Part 1 Harmonization of Laws and Standards in Europe

EU-Directives EU/EFTA assigns CEN the creation of European Standards

New Approach

Consistent Laws Consistent, Harmonized Standards


EU-Directives and EN Standards important for design of instruction manuals

EU Directives:

• 2006/42/EC Safety of Machinery• 2006/95/EC Safety of Low Voltage Equipment• 2001/95/EC General Product Safety Directive• 2004/108/EC EMC Directive• 93/42/EEC Medical Equipment Directive

EN Standards:

• IEC 82079-1:2012 Preparation of instructions for use• EN 12100:2010 Safety of machinery - risk assessment and

reduction• EN 9241:2006 Ergonomics of human-system interaction• EN 9241-11:2006 Usability Requirements• ISO DIN 20282-1 Ease of operation of everyday products• EN 60601-1-6:2010 Safety and Usability for electrical Medical Products• EN 15038:2006 Quality of translations


EN Standards (product / instruction manual related)

PRODUCT - relatedINSTRUCTIONS-FOR-USE- related

Risk Assessment - Risk ReductionEN ISO 12100:2011

Product specific EN-Standards• Safety Instructions defined• Declaration of Confornity CE• Certification / Safety-Requirements

Safety InstructionsSafety Warnings

Preparation of instructions for useIEC 82079-1:2012• Annex B (Conformity)• Annex C (Communication Effectiveness)

Country Deviations+

+

Usability - ErgonomicsEN ISO 9241:11 Usability requirements+ product specific C standards

Optimization based on usability test evaluations with users

(user/consumer tests)

+

Safety InstructionsSafety Warnings


Production Process of Instruction Manuals

Requirements- System & product analysis- User and application analysis- User requirements, user cases ..

Basic concept (IEC 82079-1)- Structure / content, styling- Simple manual prototyping

Evaluation 1: (EN 12100)- Usability expertise- Review of Standards, Risk analysis

- Optimization First Draft (IEC 82079-1), Annex B+C important! - Design concept with full contents

Evaluation 2: (EN ISO 9241, Prod. Safety Standards)- Usabilty test with users, optimization- Special safety instructions Final Draft (IEC 82079-1)

Complete User Manuals

Printing Translations (EN 15038)


Conformity of instrustion manuals with the Law

• Is it possible to produce Manuals in conformity with the Law based on the Machinery Directive?

Unfortunately not!

The legal requirements incorporate only basic demands

• Is it possible to produce Manuals in conformity with the Law by following the requirements of the Standards?

Very difficult!

IEC 82079:2012 and Product-Specific Standards contain many single requirements, which require expert knowledge from technical writers in order to be implemented


Intended Use

• GPSG §2 - Concept definitions (5) Intended Use is: 1. the use for which a Product is suitable, according to the statements and information of the producer or importer 2. the usual use which results from the design and implementation of the product

• 2006/42/EC Annex I 1.1.1 h) "intended use" means the use of machinery in accordance with the information provided in the instructions manual

• 2006/42/EC Annex I 1.7.4.2 Each instructions manual must contain, where applicable, at least the following information: g) a description of the intended use of the machinery


Sample for risk assessment

EN ISO 12100:2010

Part 2


Risk assessment structure

Hazard identification Hazard assessment

Operation and use 6 weighing categories Disturbances 4 probabilities of occurrence Environmental factors Dangerous properties


Risk assessment and risk reduction

Procedure

Prepare the Hazard Catalogue with Risk Assessment



Procedure

Work out the Risk Profile for the particular product



Procedure Measures and Safety Instructions that need to be implemented


Compliance to Product Safety Standards


Compliance to Country Deviations


Compliance to other European Directives

WEEE

and others like: EMC, etc.


Usability Evaluation - Consumer test

ISO EN 9241-11ISO DIN 20282-1

and the respective product specific C-Standards

Part 2


Usability Evaluation

Usability Laboratory


Evaluation von

echten Benutzern

Usability Testing in the Lab: pragmatic

optimization


Evaluation von

echten Benutzern

Product and Manual testing with users from various

cultural backgrounds


1 Setting up the product YES NO

1 Can you check the completeness of the delivery scale?

2Can you determine the requirements concerning the footprint?

3

. . .

Can you figure out how the device has to be positioned and aligned? . . . . . .

Usability test questionnaire (1)

3 Operating the product YES NO

1 Can you figure out which tableware is suitable for the dishwasher?

2 Can you figure out when the dishwasher is fully loaded?

3 Can you figure out which cleaning agents are suitable for the dishwasher?

. . . . . . . . .


7 Questions related to the contentsYour evaluation notes

1 2 3 4 51 Are the given instructions understandable?

2 Are the given instructions precisely enough?

3 Are the instructions easy to follow?

4Can the tasks be assigned clearly by means of the content?

5Do you understand the technical words and terms by means of the manual?

Remarks:


Notes: 1 – „very good“; 2 – „good“; 3 – „satisfactory“; 4 – „sufficient“; 5 – „unsatisfactory"


9 Questions related to Ergonomy of Product

Your evaluation notes

1 2 3 4 5

1 Evaluate the logic of the settings of the device?

2Does the size of the buttons correspond to your personal demands?

3Does pressing the buttons correspond to your personal demands?

4 How well can you read the buttons/display?

5 Evaluate the general operation?

6Evaluate the accessibility of the individual components?

Remarks:




Category Note

Installation manual Tasks 2,0

Contents 2,2

Layout 1,9

User manual Tasks 2,0

Contents 2,5

Layout 2,0

Ergonomy Tasks 2,1

Total note 2,1


Usability test results


Consumer assessment of a washing machine manual

Summary of individual comments and suggestions from the users:

What do I like in the Manual: Clear recognizable pictures Short and good explanations Better understanding compared to the purely textual manuals The manual is easy to handle and overview Attractive Design Good overview, the information can be found fast and easy

What I do not like in the Manual: The graphics in Troubleshooting are not good recognizable Some texts are not good readable especially under bad lighting The information ”how long the door stays locked after finishing the washing” is found under

”Troubleshooting“. It should be found in the central graphic of the washing process Letters are too small in some parts of the manual Red text in grey background is difficult to read (safety instructions) Reference to standards is not understandable by the users Some difficulty when choosing the programs


Consumer assessment of a washing machine manual

Consumer remarks during the tests:

Point 3 of the manual “Requirements for installation site” mentions a length of the cable to the plug of 1.5m. Point 6 shows a cable length of 1m. These specifications are inconsistent and confuse the users. Under ”Preparation“: Points 1-4 are shown as recurrent actions. These actions, however, take place only once after the assembly of the machine. This should be made also clear.

It would be better if the transport safety parts were preserved at the machine.

Buttons ”OPTION“: One should be enough. User manual: In the washing programs information for 95C0 is missing.


STIWA - Evaluation of Instructions Manuals


STIWA - Evaluation of Instructions manuals


Part 3: ISE Europe GmbH, alliance network


Part 3: ISE Europe GmbH, alliance services

ISE Europe GmbH

Usability-ErgonomicsTranslation Services

・ Coordination servicesDepending upon the product’s features and points of destination, coordinate with prestigious certification institutions and translation service companies

・ One-stop servicesProvide required product certifications and document productions for target markets in Europe

・ Risk AnalysisRisk analysis of products. Safety instructions. Product Safety Standards. Technical Expertise

・ Provides services near customersExpansion of 10 base offices in Europe and Asia

・ Multilanguage translation servicesProvides high-quality translation services for more than 200 languages

・ LocalizationsLocalizations for website translations and software applications

・ Terminology managementTerminology management that is supported by experience in multilanguage translation services

・ DTPExperience in online data and Multilanguage printing

・ Product testingConduct professional product testing at usability laboratories, and optimize usability via observations

・ User-centered designingSupport design processes centered upon users, and sublimate product ideas to final products which provide user-friendliness

・ User experiencesBirth loyal customers and the acceptance of products in markets via clearer user experiences

・ Visalyser testingTools for measuring the visual impacts that pamphlets and websites bring about

Risk Analysis - Standards


Part 3: ISE Europe GmbH, partner companies in Asia

ISE (Beijing) Inc. ISE Inc., Tokyo, Japan

Mr. Yang Yongxun Mr. Satoshi Kuroda Telephone: +86 10-6463-8124 Telephone: +81 3 3368 4687 E-mail: [email protected] E-mail: [email protected]

mailto:[email protected]

mailto:[email protected]


Thank youfor your attention

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