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BS EN IEC 62402:2019 – TC

BS EN IEC 62402:2019 – TC

$258.95

Tracked Changes. Obsolescence management

Published By Publication Date Number of Pages
BSI 2019 136
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IEC 62402:2019 provides requirements and guidance for obsolescence management applicable to any organization that is dependent on another organization to obtain value from the usefulness of the items that it provides. A cost-effective obsolescence management process and the activities used to implement the process are applicable throughout all phases of an item’s life cycle. This document covers the following areas: • establishing an obsolescence management policy; • establishing an infrastructure and an organization; • developing an obsolescence management plan (OMP); • developing strategies to minimize obsolescence during design; • determining an obsolescence management approach; • selecting obsolescence resolution and implementation; • measuring and improving the performance of the outcomes of the obsolescence management activities. Guidance on obsolescence management is included as notes, in the informative annexes and references in the Bibliography. This second edition cancels and replaces the first edition published in 2007. This edition constitutes a technical revision. This edition includes the following significant technical changes with respect to the previous edition: a) this document has now been written with requirements as a standard, not a guide; b) this document continues to have guidance in the informative annexes; c) this document has been written as a general process for all technologies and items. Keywords: obsolescence management

PDF Catalog

PDF Pages PDF Title
3 BS EN IEC 62402:20072019
Compliance with a British Standard cannot confer immunity from legal obligations.
This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 August 200731 July 2019.
Amendments/corrigenda issued since publication
5 ForewordEuropean foreword
Endorsement notice
2
9 INTERNATIONAL ELECTROTECHNICAL COMMISSION
FOREWORD
10 IMPORTANT – The ‘colour inside’ logo on the cover page of this publication indicates that it contains colours which are considered to be useful for the correct understanding of its contents. Users should therefore print this document using a colour p…
11 INTRODUCTION
13 OBSOLESCENCE MANAGEMENT
1 Scope
2 Normative references
14 3 Terms, definitions and abbreviated terms
3.1 Definitions
3.1.2
3.1.3
3.1.4
3.1.5
15 3.1.6
3.1.7
3.1.8
3.1.9
3.1.10
3.1.11
3.1.12
3.1.13
3.1.14
3.1.15
16 3.1.16
3.1.17
3.1.18
3.1.19
3.1.20
3.1.21
3.1.22
3.1.23
17 3.1.24
3.1.25
3.1.26
3.1.27
3.1.28
3.1.29
3.1.30
3.2 Abbreviations
3.1 Terms and definitions
18 3.1.1
3.1.2
3.1.3
3.1.4
3.1.5
3.1.6
3.1.7
3.1.8
19 3.1.9
3.1.10
3.1.11
3.1.12
3.1.13
3.1.14
20 3.1.15
3.1.16
3.1.17
3.1.18
3.1.19
3.1.20
3.1.21
21 3.1.22
3.2 Abbreviated terms
4 General principles
4.1 The obsolescence phase
Figure 1 – Availability phases
22 4.2 Obsolescence management process
Figure 2 – Process steps for managing obsolescence
Figure 3 – Obsolescence management versus product life cycle
23 Figure 4 – Relationship between OCM, OEM and the customer
Also see IEC/TS 62239 for component records.
4 Obsolescence management
4.1 What is obsolescence
24 4.2 What is obsolescence management
25 4.3 Benefits of obsolescence management
4.4 Obsolescence management process
26 Figure 1 – Obsolescence management activities
27 Figure 2 – Assessments identifying obsolescence risks and issues
29 Figure 3 – Item’s life cycle versus obsolescence management activities
5 Management responsibility
5.1 Management function on obsolescence
5.2 Meeting customer needs
30 5.3 Obsolescence contractual and regulatory implications
5.4 Obsolescence management planning
31 5.5 Responsibility
5.6 Management review
Top management should also review obsolescence issues on a regular basis to determine the continuing suitability of obsolescence management activities.
5 Obsolescence management policy
32 6 Resources
6 Infrastructure and organization
6.1 General
6.2 Management responsibilities
6.3 Obsolescence management organization
6.4 Customer/manufacturer management
33 6.5 Partnering agreements between organizations
7 Managing obsolescence
7.1 Planning
34 7.1.2 Obsolescence management plan contents
7.1.3 Obsolescence management in the context of risk management
35 Figure 5 – Process steps in project risk management versus obsolescence management
7.1.4 Planning
36 7.1.5 Assessment of impact, cost and probability of obsolescence
7.1.6 Determining the main strategy
37 Figure 6 – Reactive versus proactive strategy
38 7.1.7.2 Budgetary implications of the reactive strategy
7.1.8 Proactive strategy
Figure 7 – Proactive strategy
7.1.9 Budgetary provision
7.1.10 Reviewing the strategy
39 7.2 Customer related activities
7.3 Reactive strategy recovery options (see Figure 8)
Figure 8 – Overview of reactive strategy recovery options
7.3.2 Product search
40 7.3.3 Cannibalization
7.3.4 Repair
7.3.5 Design revision
41 7.3.6 Product obsolescence
7.4 Proactive strategy options
7.4.2 Technology transparency
42 7.4.2.2 Considerations for use
7.4.3 Obsolescence monitoring
43 7.4.4 Planned system upgrades
7.4.5 Lifetime buy
44 7.4.6 Additional factors affecting the choice of obsolescence management programme options
7.4.6.2 Support policy
7.4.6.3 Access to full parts data
7.4.6.4 Contract conditions and intellectual property rights (IPR)
7.4.7 Skills training
7.5 Supply chain management
45 7 Development of an OMP
7.1 OMP
7.2 OMP contents
46 8 Measurement, analysis and improvement
8 Strategies to minimize obsolescence during design
8.1 Obsolescence as a consideration in design
47 8.2 Source code
8.3 Material characterization
8.4 Modularity
8.5 Transparency
48 8.6 Sustainable technologies including materials
8.7 Open standards
8.8 Obtaining IPR
8.9 Software licensing
8.10 Data acquisition
49 9 Software obsolescence issues and strategies
9.1 Additional planning aspects for software
9.1.1 Software and hardware similarities and differences
50 9.1.2 Causes of software obsolescence
9.1.2.2 Software modifications
9.1.2.3 Imperfections
9.1.2.4 Adaptive and enhancement modifications
9.1.2.5 Documentation
9.1.2.6 Modification of customer-specific software
51 9.1.2.7 Inconsistency of commercial-off-the-shelf software
9.1.3 Determining the main strategy to combat software obsolescence
52 Figure 9 – Reactive versus proactive strategy in relation to software obsolescence
9.1.4 Reactive strategy – Do nothing until the need arises
9.1.5 Proactive strategy
53 9.2 Relationship between the customer and the supplier
9.3 Reactive strategy recovery options (see Figure 10)
9.3.1 Overview
Figure 10 – Overview of recovery options
9.3.2 Software search
9.3.3 Revision
54 9.3.4 Software obsolescence
9.4 Proactive strategy as applied to software separable from hardware (see Figure 11)
9.4.1 Overview
Figure 11 – Proactive options overview (software)
9.4.2 Design considerations
9.4.3 Technology transparency/open systems
55 9.4.4 Contract support
9.4.5 Planned upgrades
9.4.6 Additional factors affecting choice of obsolescence management programme options
9.4.6.1 Legacy systems
56 9.4.6.2 Archiving
9.4.6.3 Preservation
9 Obsolescence management approach
9.1 Introduction to risk assessment
57 Figure 4 – Proactive versus reactive approaches with resolutions
9.2 Obsolescence monitoring
9.2.1 Monitoring background
58 9.2.2 Obsolescence notice monitoring
9.2.3 Direct contact monitoring
9.3 Risk assessment to select approach
60 9.4 Proactive approach
9.5 Reactive approach
10 Obsolescence resolutions
10.1 Resolution selection and implementation
61 10.2 Same item
62 10.3 Life of need buy
63 10.4 Substitutes
10.5 Emulation and reverse engineering
64 10.6 Design change
11 Measurement and improvement of obsolescence management activities
11.1 General
11.2 Metrics
66 Annex A
(informative)
67 Annex A
(informative)
A.1
A.2
A.3
A.4
A.5
68 A.6
A.7
A.8
A.9
A.10
69 A.11
A.12
A.13
A.14
70 Annex B
(informative)
71 Figure B.1 – Simplified outline of monitoring of active electronic parts
with suggested solutions (see 7.4.3)
72 Annex B
(informative)
B.1 Obsolescence management resolutions with EOP forecast
Figure B.1 – Item production output with EOP forecast and obsolescence scenarios
73 B.2 Obsolescence management resolutions with EOP announcement
Figure B.2 – Item production output at EOP announcement and obsolescence scenarios
74 B.3 Alternate manufacturers: example of a reactive approach in electronics
75 Annex C
(informative)
76 Annex D
(informative)
77 Annex E
(informative)
E.1 General
E.2 Example 1
Table E.1 – Likelihood assessment
Table E.2 – Impact assessment
78 Table E.3 – Combination of likelihood and impact assessment
Table E.4 – Level of proactive approach assessment
E.3 Example 2
E.3.1 Risk assessment process
79 Figure E.1 – Sample risk assessment process
E.3.2 Likelihood assessment
Table E.5 – EOP forecast
Table E.7 – Likelihood
E.3.3 Impact date assessment
80 Table E.8 – Impact date
E.3.4 Obsolescence risk
Table E.9 – Risk level
E.3.5 Review
Table E.10 – Obsolescence risk review
81 Annex F
(informative)
Figure F.1 – Initial decision process to recommend obsolescence resolutions
82 Figure F.2 – Decision process to recommend obsolescence resolutions (long term repairs strategy)
Figure F.3 – Decision process to recommend obsolescence resolutions (LNB)
83 Bibliography
86 undefined
89 English
CONTENTS
92 FOREWORD
94 INTRODUCTION
95 1 Scope
2 Normative references
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
98 3.2 Abbreviated terms
99 4 Obsolescence management
4.1 What is obsolescence
100 4.2 What is obsolescence management
4.3 Benefits of obsolescence management
101 4.4 Obsolescence management process
Figures
Figure 1 – Obsolescence management activities
102 Figure 2 – Assessments identifying obsolescence risks and issues
104 5 Obsolescence management policy
Figure 3 – Item’s life cycle versus obsolescence management activities
105 6 Infrastructure and organization
6.1 General
6.2 Management responsibilities
6.3 Obsolescence management organization
6.4 Customer/manufacturer management
106 6.5 Partnering agreements between organizations
7 Development of an OMP
7.1 OMP
7.2 OMP contents
108 8 Strategies to minimize obsolescence during design
8.1 Obsolescence as a consideration in design
8.2 Source code
8.3 Material characterization
8.4 Modularity
8.5 Transparency
109 8.6 Sustainable technologies including materials
8.7 Open standards
8.8 Obtaining IPR
8.9 Software licensing
8.10 Data acquisition
110 9 Obsolescence management approach
9.1 Introduction to risk assessment
111 9.2 Obsolescence monitoring
9.2.1 Monitoring background
Figure 4 – Proactive versus reactive approaches with resolutions
112 9.2.2 Obsolescence notice monitoring
9.2.3 Direct contact monitoring
9.3 Risk assessment to select approach
114 9.4 Proactive approach
9.5 Reactive approach
10 Obsolescence resolutions
10.1 Resolution selection and implementation
115 10.2 Same item
116 10.3 Life of need buy
117 10.4 Substitutes
10.5 Emulation and reverse engineering
118 10.6 Design change
11 Measurement and improvement of obsolescence management activities
11.1 General
11.2 Metrics
120 Annex A (informative)Vocabulary relating to obsolescence
123 Annex B (informative)Obsolescence resolutions
B.1 Obsolescence management resolutions with EOP forecast
Figure B.1 – Item production output with EOP forecast and obsolescence scenarios
124 B.2 Obsolescence management resolutions with EOP announcement
Figure B.2 – Item production output at EOP announcement and obsolescence scenarios
125 B.3 Alternate manufacturers: example of a reactive approach in electronics
126 Annex C (informative)Guidance on the effects of obsolescence
127 Annex D (informative)Guidance on the OMP
128 Annex E (informative)Examples of an obsolescence risk assessment
E.1 General
E.2 Example 1
Tables
Table E.1 – Likelihood assessment
Table E.2 – Impact assessment
129 E.3 Example 2
E.3.1 Risk assessment process
Table E.3 – Combination of likelihood and impact assessment
Table E.4 – Level of proactive approach assessment
130 E.3.2 Likelihood assessment
E.3.3 Impact date assessment
Figure E.1 – Sample risk assessment process
Table E.5 – EOP forecast
Table E.6 – Number of approved manufacturers
Table E.7 – Likelihood
131 E.3.4 Obsolescence risk
E.3.5 Review
Table E.8 – Impact date
Table E.9 – Risk level
Table E.10 – Obsolescence risk review
132 Annex F (informative)Example of an obsolescence management decision process
Figure F.1 – Initial decision process to recommend obsolescence resolutions
133 Figure F.2 – Decision process to recommend obsolescence resolutions (long term repairs strategy)
Figure F.3 – Decision process to recommend obsolescence resolutions (LNB)
134 Bibliography

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BS EN IEC 62402:2019 - TC
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