Standardization or standardisation is the process of implementing and developing
technical standard
A technical standard is an established norm or requirement for a repeatable technical task which is applied to a common and repeated use of rules, conditions, guidelines or characteristics for products or related processes and production methods, ...
s based on the consensus of different parties that include firms, users, interest groups, standards organizations and governments. Standardization can help maximize
compatibility,
interoperability
Interoperability is a characteristic of a product or system to work with other products or systems. While the term was initially defined for information technology or systems engineering services to allow for information exchange, a broader def ...
,
safety
Safety is the state of being "safe", the condition of being protected from harm or other danger. Safety can also refer to the control of recognized hazards in order to achieve an acceptable level of risk.
Meanings
There are two slightly di ...
,
repeatability
Repeatability or test–retest reliability is the closeness of the agreement between the results of successive measurements of the same measure, when carried out under the same conditions of measurement. In other words, the measurements are take ...
, or
quality
Quality may refer to:
Concepts
*Quality (business), the ''non-inferiority'' or ''superiority'' of something
*Quality (philosophy), an attribute or a property
* Quality (physics), in response theory
*Energy quality, used in various science discipl ...
. It can also facilitate a normalization of formerly custom processes. In
social sciences
Social science is one of the branches of science, devoted to the study of society, societies and the Social relation, relationships among individuals within those societies. The term was formerly used to refer to the field of sociology, the o ...
, including
economics
Economics () is the social science that studies the production, distribution, and consumption of goods and services.
Economics focuses on the behaviour and interactions of economic agents and how economies work. Microeconomics analy ...
,
the idea of ''standardization'' is close to the solution for a
coordination problem A coordination game is a type of simultaneous game found in game theory. It describes the situation where a player will earn a higher payoff when they select the same course of action as another player. The game is not one of pure conflict, which ...
, a situation in which all parties can realize mutual gains, but only by making mutually consistent decisions.
History
Early examples
Standard weights and measures were developed by the
Indus Valley civilization
The Indus Valley Civilisation (IVC), also known as the Indus Civilisation was a Bronze Age civilisation in the northwestern regions of South Asia, lasting from 3300 BCE to 1300 BCE, and in its mature form 2600 BCE to 1900 ...
.
[Iwata, Shigeo (2008), "Weights and Measures in the Indus Valley", ''Encyclopaedia of the History of Science, Technology, and Medicine in Non-Western Cultures (2nd edition)'' edited by ]Helaine Selin
Helaine Selin (born 1946) is an American librarian, historian of science, author and the editor of several bestselling books.
Career
Selin attended Binghamton University, where she earned her bachelor's degree. She received her MLS from SUNY A ...
, pp. 2254–2255, Springer, . The centralized weight and measure system served the commercial interest of Indus merchants as smaller weight measures were used to measure luxury goods while larger weights were employed for buying bulkier items, such as food grains etc.
[ Weights existed in multiples of a standard weight and in categories.][Kenoyer, Jonathan Mark (2006), "Indus Valley Civilization", '' Encyclopedia of India (vol. 2)'' edited by Stanley Wolpert, pp. 258–266, Thomson Gale, ] Technical standard
A technical standard is an established norm or requirement for a repeatable technical task which is applied to a common and repeated use of rules, conditions, guidelines or characteristics for products or related processes and production methods, ...
isation enabled gauging devices to be effectively used in angular measurement
In Euclidean geometry, an angle is the figure formed by two rays, called the '' sides'' of the angle, sharing a common endpoint, called the ''vertex'' of the angle.
Angles formed by two rays lie in the plane that contains the rays. Angles are ...
and measurement for construction.[Baber, Zaheer (1996), The Science of Empire: Scientific Knowledge, Civilization, and Colonial Rule in India, State University of New York Press, .] Uniform units of length were used in the planning of towns such as Lothal
Lothal () was one of the southernmost sites of the ancient Indus Valley civilisation, located in the Bhāl region of the modern state of Gujarāt. Construction of the city is believed to have begun around 2200 BCE.
Archaeological Survey of ...
, Surkotada
Surkotada is an archaeological site located in Rapar Taluka of Kutch district, Gujarat, India which belongs to the Indus Valley civilisation (IVC). It is a smaller fortified IVC site with in area.
Location and environment
The site at Surkota ...
, Kalibangan
Kalibangān is a town located at on the left or southern banks of the Ghaggar ( Ghaggar-Hakra River) in Tehsil Pilibangān, between Suratgarh and Hanumangarh in Hanumangarh District, Rajasthan, India 205 km. from Bikaner. It is also id ...
, Dolavira, Harappa
Harappa (; Urdu/ pnb, ) is an archaeological site in Punjab, Pakistan, about west of Sahiwal. The Bronze Age Harappan civilisation, now more often called the Indus Valley Civilisation, is named after the site, which takes its name from a mode ...
, and Mohenjo-daro
Mohenjo-daro (; sd, موئن جو دڙو'', ''meaning 'Mound of the Dead Men';[Persia
Iran, officially the Islamic Republic of Iran, and also called Persia, is a country located in Western Asia. It is bordered by Iraq and Turkey to the west, by Azerbaijan and Armenia to the northwest, by the Caspian Sea and Turkme ...]
and Central Asia
Central Asia, also known as Middle Asia, is a region of Asia that stretches from the Caspian Sea in the west to western China and Mongolia in the east, and from Afghanistan and Iran in the south to Russia in the north. It includes the former ...
, where they were further modified.[In the third millennium BCE the Indus measuring system was further developed in the ancient regions of Iran and Afghanistan -- Iwata, 2254.] Shigeo Iwata describes the excavated weights unearthed from the Indus civilization:
18th century attempts
The implementation of standards in industry and commerce became highly important with the onset of the Industrial Revolution
The Industrial Revolution was the transition to new manufacturing processes in Great Britain, continental Europe, and the United States, that occurred during the period from around 1760 to about 1820–1840. This transition included going f ...
and the need for high-precision machine tool
A machine tool is a machine for handling or machining metal or other rigid materials, usually by cutting, boring, grinding, shearing, or other forms of deformations. Machine tools employ some sort of tool that does the cutting or shaping. All ...
s and interchangeable parts.
Henry Maudslay
Henry Maudslay ( pronunciation and spelling) (22 August 1771 – 14 February 1831) was an English machine tool innovator, tool and die maker, and inventor. He is considered a founding father of machine tool technology. His inventions were an ...
developed the first industrially practical screw-cutting lathe
A screw-cutting lathe is a machine (specifically, a lathe) capable of cutting very accurate screw threads via single-point screw-cutting, which is the process of guiding the linear motion of the tool bit in a precisely known ratio to the rotat ...
in 1800. This allowed for the standardization of screw thread
A screw thread, often shortened to thread, is a helical structure used to convert between rotational and linear movement or force. A screw thread is a ridge wrapped around a cylinder or cone in the form of a helix, with the former being called ...
sizes for the first time and paved the way for the practical application of interchangeability
Interchangeability can refer to:
*Interchangeable parts, the ability to select components for assembly at random and fit them together within proper tolerances
*Interchangeability (computer science)
In computer science, an interchangeability algo ...
(an idea that was already taking hold) to nuts
Nut often refers to:
* Nut (fruit), fruit composed of a hard shell and a seed, or a collective noun for dry and edible fruits or seeds
* Nut (hardware), fastener used with a bolt
Nut or Nuts may also refer to:
Arts, entertainment, and media Com ...
and bolts.
Before this, screw threads were usually made by chipping and filing (that is, with skilled freehand use of chisel
A chisel is a tool with a characteristically shaped cutting edge (such that wood chisels have lent part of their name to a particular grind) of blade on its end, for carving or cutting a hard material such as wood, stone, or metal by hand, s ...
s and files
File or filing may refer to:
Mechanical tools and processes
* File (tool), a tool used to ''remove'' fine amounts of material from a workpiece
**Filing (metalworking), a material removal process in manufacturing
** Nail file, a tool used to gent ...
). Nuts
Nut often refers to:
* Nut (fruit), fruit composed of a hard shell and a seed, or a collective noun for dry and edible fruits or seeds
* Nut (hardware), fastener used with a bolt
Nut or Nuts may also refer to:
Arts, entertainment, and media Com ...
were rare; metal screws, when made at all, were usually for use in wood. Metal bolts passing through wood framing to a metal fastening on the other side were usually fastened in non-threaded ways (such as clinching or upsetting against a washer). Maudslay standardized the screw threads used in his workshop and produced sets of taps and dies
Taps and dies are tools used to create screw threads, which is called threading. Many are cutting tools; others are forming tools. A tap is used to cut or form the female portion of the mating pair (e.g. a nut). A die is used to cut or form the ...
that would make nuts and bolts consistently to those standards, so that any bolt of the appropriate size would fit any nut of the same size. This was a major advance in workshop technology.
National standard
Maudslay's work, as well as the contributions of other engineers, accomplished a modest amount of industry standardization; some companies' in-house standards spread a bit within their industries.
Joseph Whitworth
Sir Joseph Whitworth, 1st Baronet (21 December 1803 – 22 January 1887) was an English engineer, entrepreneur, inventor and philanthropist. In 1841, he devised the British Standard Whitworth system, which created an accepted standard for scre ...
's screw thread measurements were adopted as the first (unofficial) national standard by companies around the country in 1841. It came to be known as the British Standard Whitworth
British Standard Whitworth (BSW) is an imperial-unit-based screw thread standard, devised and specified by Joseph Whitworth in 1841 and later adopted as a British Standard. It was the world's first national screw thread standard, and is the basi ...
, and was widely adopted in other countries.
This new standard specified a 55° thread angle and a thread depth of 0.640327''p'' and a radius of 0.137329''p'', where ''p'' is the pitch. The thread pitch increased with diameter in steps specified on a chart. An example of the use of the Whitworth thread is the Royal Navy
The Royal Navy (RN) is the United Kingdom's naval warfare force. Although warships were used by Kingdom of England, English and Kingdom of Scotland, Scottish kings from the early medieval period, the first major maritime engagements were foug ...
's Crimean War
The Crimean War, , was fought from October 1853 to February 1856 between Russia and an ultimately victorious alliance of the Ottoman Empire, France, the United Kingdom and Piedmont-Sardinia.
Geopolitical causes of the war included t ...
gunboats. These were the first instance of "mass-production" techniques being applied to marine engineering.
With the adoption of BSW by British railway
Rail transport (also known as train transport) is a means of transport that transfers passengers and goods on wheeled vehicles running on rails, which are incorporated in Track (rail transport), tracks. In contrast to road transport, where the ...
lines, many of which had previously used their own standard both for threads and for bolt head and nut profiles, and improving manufacturing techniques, it came to dominate British manufacturing.
American Unified Coarse was originally based on almost the same imperial fractions. The Unified thread angle is 60° and has flattened crests (Whitworth crests are rounded). Thread pitch is the same in both systems except that the thread pitch for the in. (inch) bolt is 12 threads per inch (tpi) in BSW versus 13 tpi in the UNC.
National standards body
By the end of the 19th century, differences in standards between companies, was making trade increasingly difficult and strained. For instance, an iron and steel dealer recorded his displeasure in ''The Times
''The Times'' is a British daily national newspaper based in London. It began in 1785 under the title ''The Daily Universal Register'', adopting its current name on 1 January 1788. ''The Times'' and its sister paper '' The Sunday Times'' ...
'': "Architects and engineers generally specify such unnecessarily diverse types of sectional material or given work that anything like economical and continuous manufacture becomes impossible. In this country no two professional men are agreed upon the size and weight of a girder to employ for given work."
The Engineering Standards Committee was established in London in 1901 as the world's first national standards body. It subsequently extended its standardization work and became the British Engineering Standards Association in 1918, adopting the name British Standards Institution in 1931 after receiving its Royal Charter in 1929. The national standards were adopted universally throughout the country, and enabled the markets to act more rationally and efficiently, with an increased level of cooperation.
After the First World War
World War I (28 July 1914 11 November 1918), often abbreviated as WWI, was one of the deadliest global conflicts in history. Belligerents included much of Europe, the Russian Empire, the United States, and the Ottoman Empire, with fig ...
, similar national bodies were established in other countries. The Deutsches Institut für Normung
' (DIN; in English, the German Institute for Standardisation Registered Association) is the German national organization for standardization and is the German ISO member body. DIN is a German Registered Association ('' e.V.'') headquartered ...
was set up in Germany in 1917, followed by its counterparts, the American National Standard Institute and the French Commission Permanente de Standardisation, both in 1918.
Regional standards organization
At a regional level (e.g. Europa, the Americas, Africa, etc) or at subregional level (e.g. Mercosur, Andean Community, South East Asia, South East Africa, etc), several Regional Standardization Organizations exist (see also Standards Organization
A standards organization, standards body, standards developing organization (SDO), or standards setting organization (SSO) is an organization whose primary function is developing, coordinating, promulgating, revising, amending, reissuing, interpr ...
).
The three regional standards organizations in Europe - or European Standardization Organizations (ESOs) recognised by the EU Regulation on Standardization egulation (EU) 1025/2012are CEN, CENELEC
CENELEC (french: Comité Européen de Normalisation Électrotechnique; en, European Committee for Electrotechnical Standardization) is responsible for European standardization in the area of electrical engineering. Together with ETSI (telecom ...
and ETSI
The European Telecommunications Standards Institute (ETSI) is an independent, not-for-profit, standardization organization in the field of information and communications. ETSI supports the development and testing of global technical standard ...
. CEN develops standards for numerous kinds of products, materials, services and processes. Some sectors covered by CEN include transport equipment and services, chemicals, construction, consumer products, defence and security, energy, food and feed, health and safety, healthcare, digital sector, machinery or services. The European Committee for Electrotechnical Standardization (CENELEC) is the European Standardization organization developing standards in the electrotechnical area and corresponding to the International Electrotechnical Commission (IEC) in Europe.
International standards
The first modern International Organization
An international organization or international organisation (see spelling differences), also known as an intergovernmental organization or an international institution, is a stable set of norms and rules meant to govern the behavior of states a ...
(Intergovernmental Organization
Globalization is social change associated with increased connectivity among societies and their elements and the explosive evolution of transportation and telecommunication technologies to facilitate international cultural and economic exchan ...
) the International Telegraph Union (now International Telecommunication Union
The International Telecommunication Union is a specialized agency of the United Nations responsible for many matters related to information and communication technologies. It was established on 17 May 1865 as the International Telegraph Unio ...
) was created in 1865 to set international standards in order to connect national telegraph networks, as a merger of two predecessor organizations (Bern and Paris treaties) that had similar objectives, but in more limited territories. With the advent of radiocommunication soon after the creation, the work of the ITU quickly expanded from the standardization of Telegraph communications, to developing standards for telecommunications in general.
International Standards Associations
By the mid to late 19th century, efforts were being made to standardize electrical measurement. Lord Kelvin
William Thomson, 1st Baron Kelvin, (26 June 182417 December 1907) was a British mathematician, mathematical physicist and engineer born in Belfast. Professor of Natural Philosophy at the University of Glasgow for 53 years, he did important ...
was an important figure in this process, introducing accurate methods and apparatus for measuring electricity. In 1857, he introduced a series of effective instruments, including the quadrant electrometer, which cover the entire field of electrostatic measurement. He invented the current balance, also known as the ''Kelvin balance'' or ''Ampere balance'' (''SiC''), for the precise specification of the ampere
The ampere (, ; symbol: A), often Clipping (morphology), shortened to amp,SI supports only the use of symbols and deprecates the use of abbreviations for units. is the unit of electric current in the International System of Units (SI). One amp ...
, the standard Standard may refer to:
Symbols
* Colours, standards and guidons, kinds of military signs
* Standard (emblem), a type of a large symbol or emblem used for identification
Norms, conventions or requirements
* Standard (metrology), an object ...
unit
Unit may refer to:
Arts and entertainment
* UNIT, a fictional military organization in the science fiction television series ''Doctor Who''
* Unit of action, a discrete piece of action (or beat) in a theatrical presentation
Music
* ''Unit'' (a ...
of electric current
An electric current is a stream of charged particles, such as electrons or ions, moving through an electrical conductor or space. It is measured as the net rate of flow of electric charge through a surface or into a control volume. The movin ...
.
R. E. B. Crompton
Rookes Evelyn Bell Crompton, CB, FRS (31 May 1845 – 15 February 1940) was a British electrical engineer, industrialist and inventor. He was a pioneer of electric lighting and public electricity supply systems. The company he formed, Crompton ...
became concerned by the large range of different standards and systems used by electrical engineering companies and scientists in the early 20th century. Many companies had entered the market in the 1890s and all chose their own settings for volt
The volt (symbol: V) is the unit of electric potential, electric potential difference ( voltage), and electromotive force in the International System of Units (SI). It is named after the Italian physicist Alessandro Volta (1745–1827).
D ...
age, frequency
Frequency is the number of occurrences of a repeating event per unit of time. It is also occasionally referred to as ''temporal frequency'' for clarity, and is distinct from '' angular frequency''. Frequency is measured in hertz (Hz) which is ...
, current
Currents, Current or The Current may refer to:
Science and technology
* Current (fluid), the flow of a liquid or a gas
** Air current, a flow of air
** Ocean current, a current in the ocean
*** Rip current, a kind of water current
** Current (stre ...
and even the symbols used on circuit diagrams. Adjacent buildings would have totally incompatible electrical systems simply because they had been fitted out by different companies. Crompton could see the lack of efficiency in this system and began to consider proposals for an international standard for electric engineering.
In 1904, Crompton represented Britain at the International Electrical Congress The International Electrical Congress was a series of international meetings, from 1881 - 1904, in the then new field of applied electricity. The first meeting was initiated by the French government, including official national representatives, lead ...
, held in connection with Louisiana Purchase Exposition
The Louisiana Purchase Exposition, informally known as the St. Louis World's Fair, was an international exposition held in St. Louis, Missouri, United States, from April 30 to December 1, 1904. Local, state, and federal funds totaling $15 mil ...
in Saint Louis as part of a delegation by the Institute of Electrical Engineers
The Institution of Electrical Engineers (IEE) was a British professional organisation of electronics, electrical, manufacturing, and Information Technology professionals, especially electrical engineers. It began in 1871 as the Society of Tel ...
. He presented a paper on standardisation, which was so well received that he was asked to look into the formation of a commission to oversee the process. By 1906 his work was complete and he drew up a permanent constitution for the International Electrotechnical Commission
The International Electrotechnical Commission (IEC; in French: ''Commission électrotechnique internationale'') is an international standards organization that prepares and publishes international standards for all electrical, electronic and ...
. The body held its first meeting that year in London, with representatives from 14 countries. In honour of his contribution to electrical standardisation, Lord Kelvin was elected as the body's first President.
The International Federation of the National Standardizing Associations (ISA) was founded in 1926 with a broader remit to enhance international cooperation for all technical standards and specifications. The body was suspended in 1942 during World War II
World War II or the Second World War, often abbreviated as WWII or WW2, was a world war that lasted from 1939 to 1945. It involved the vast majority of the world's countries—including all of the great powers—forming two opposin ...
.
After the war, ISA was approached by the recently formed United Nations Standards Coordinating Committee (UNSCC) with a proposal to form a new global standards body. In October 1946, ISA and UNSCC delegates from 25 countries met in London
London is the capital and List of urban areas in the United Kingdom, largest city of England and the United Kingdom, with a population of just under 9 million. It stands on the River Thames in south-east England at the head of a estuary dow ...
and agreed to join forces to create the new International Organization for Standardization
The International Organization for Standardization (ISO ) is an international standard development organization composed of representatives from the national standards organizations of member countries. Membership requirements are given in Ar ...
(ISO); the new organization officially began operations in February 1947.
In general, each country or economy has a single recognized National Standards Body (NSB). Examples include ABNT
The Brazilian Association of Technical Standards, usually rendered in Portuguese as Associação Brasileira de Normas Técnicas (ABNT) is a private non-profit organization and the normative body which is responsible for technical standards in ...
, AENOR (now called UNE, ''Spanish Association for Standardization''), AFNOR
Association Française de Normalisation (AFNOR, English: French Standardization Association) is a Paris-based standards organization and a member body for France at the International Organization for Standardization (ISO).
The AFNOR Group develop ...
, ANSI
The American National Standards Institute (ANSI ) is a private non-profit organization that oversees the development of voluntary consensus standards for products, services, processes, systems, and personnel in the United States. The organ ...
, BSI, DGN
DGN (design) is the name used for CAD file formats supported by Bentley Systems, MicroStation and Intergraph's Interactive Graphics Design System (IGDS) CAD programs. The DGN format is used in construction projects, including buildings, highways, ...
, DIN
DIN or Din or din may refer to:
People and language
* Din (name), people with the name
* Dīn, an Arabic word with three general senses: judgment, custom, and religion from which the name originates
* Dinka language (ISO 639 code: din), spoken by ...
, IRAM, JISC
Jisc is a United Kingdom not-for-profit company that provides network and IT services and digital resources in support of further and higher education institutions and research as well as not-for-profits and the public sector.
History
T ...
, KATS
Kats or KATS may refer to:
* KATS, a radio station (94.5 FM) licensed to Yakima, Washington, USA
* Kats, Netherlands, a town in the Dutch province of Zeeland
* The Kats, a 1970s American band
* Korean Agency for Technology and Standards
* Kats, A ...
, SABS
''Sabs'' is the fourth studio album by German rapper Sabrina Setlur. Produced by Moses Pelham and Martin Haas, it was released by 3P on November 2, 2003 in German-speaking Europe, coinciding with Setlur's role as a judge on ''Popstars – Das ...
, SAC, SCC, SIS. An NSB is likely the sole member from that economy in ISO.
NSBs may be either public or private sector organizations, or combinations of the two. For example, the three NSBs of Canada, Mexico and the United States are respectively the Standards Council of Canada ( SCC), the General Bureau of Standards (, DGN), and the American National Standards Institute
The American National Standards Institute (ANSI ) is a private non-profit organization that oversees the development of voluntary consensus standards for products, services, processes, systems, and personnel in the United States. The organ ...
(ANSI). SCC is a Canadian Crown Corporation
A state-owned enterprise (SOE) is a government entity which is established or nationalised by the ''national government'' or ''provincial government'' by an executive order or an act of legislation in order to earn profit for the governmen ...
, DGN is a governmental agency within the Mexican Ministry of Economy, and ANSI and AENOR are a 501(c)(3) non-profit organization with members from both the private and public sectors. The determinants of whether an NSB for a particular economy is a public or private sector body may include the historical and traditional roles that the private sector fills in public affairs in that economy or the development stage of that economy.
Usage
Standards can be:
* de facto standard
A ''de facto'' standard is a custom or convention that has achieved a dominant position by public acceptance or market forces (for example, by early entrance to the market). is a Latin phrase (literally "in fact"), here meaning "in practice but ...
s which means they are followed by informal convention or dominant usage.
* de jure
In law and government, ''de jure'' ( ; , "by law") describes practices that are legally recognized, regardless of whether the practice exists in reality. In contrast, ("in fact") describes situations that exist in reality, even if not legall ...
standards which are part of legally binding contracts, laws or regulations.
* Voluntary standards which are published and available for people to consider for use.
The existence of a published standard does not necessarily imply that it is useful or correct. Just because an item is stamped with a standard number does not, by itself, indicate that the item is fit for any particular use. The people who use the item or service (engineers, trade unions, etc.) or specify it (building codes, government, industry, etc.) have the responsibility to consider the available standards, specify the correct one, enforce compliance, and use the item correctly: validation and verification
Verification and validation (also abbreviated as V&V) are independent procedures that are used together for checking that a product, service, or system meets requirements and specifications and that it fulfills its intended purpose. These ar ...
.
To avoid the proliferation of industry standards, also referred to as private standards, regulators in the United States are instructed by their government offices to adopt "voluntary consensus standards" before relying upon "industry standards" or developing "government standards". Regulatory authorities can reference voluntary consensus standards to translate internationally accepted criteria into public policy
Public policy is an institutionalized proposal or a decided set of elements like laws, regulations, guidelines, and actions to solve or address relevant and real-world problems, guided by a conception and often implemented by programs. Public ...
.
Information exchange
In the context of information exchange, standardization refers to the process of developing standards for specific business processes using specific formal language
In logic, mathematics, computer science, and linguistics, a formal language consists of words whose letters are taken from an alphabet and are well-formed according to a specific set of rules.
The alphabet of a formal language consists of s ...
s. These standards are usually developed in voluntary consensus standards bodies such as the United Nations Center for Trade Facilitation and Electronic Business (UN/CEFACT
UN/CEFACT is the United Nations Centre for Trade Facilitation and Electronic Business. It was established as an intergovernmental body of the United Nations Economic Commission for Europe (UNECE) in 1996 and evolved from UNECE's long tradition of w ...
), the World Wide Web Consortium ( W3C), the Telecommunications Industry Association
The Telecommunications Industry Association (TIA) is accredited by the American National Standards Institute (ANSI) to develop voluntary, consensus-based industry standards for a wide variety of Information and Communication Technologies (ICT) p ...
(TIA), and the Organization for the Advancement of Structured Information Standards (OASIS
In ecology, an oasis (; ) is a fertile area of a desert or semi-desert environment[specification
A specification often refers to a set of documented requirements to be satisfied by a material, design, product, or service. A specification is often a type of technical standard.
There are different types of technical or engineering specificat ...]
s that govern the operation and interaction of devices and software on the Internet
The Internet (or internet) is the global system of interconnected computer networks that uses the Internet protocol suite (TCP/IP) to communicate between networks and devices. It is a ''internetworking, network of networks'' that consists ...
, but they are rarely referred to as standards, so as to preserve that word as the domain of relatively disinterested bodies such as ISO. The W3C, for example, publishes "Recommendations", and the IETF
The Internet Engineering Task Force (IETF) is a standards organization for the Internet and is responsible for the technical standards that make up the Internet protocol suite (TCP/IP). It has no formal membership roster or requirements and ...
publishes "Requests for Comments
A Request for Comments (RFC) is a publication in a series from the principal technical development and standards-setting bodies for the Internet, most prominently the Internet Engineering Task Force (IETF). An RFC is authored by individuals or g ...
" (RFCs). However, these publications are sometimes referred to as standards.
Environmental protection
Standardized product certifications such as of organic food
Organic food, ecological food or biological food are food and drinks produced by methods complying with the standards of organic farming. Standards vary worldwide, but organic farming features practices that cycle resources, promote ecological ...
, buildings
A building, or edifice, is an enclosed structure with a roof and walls standing more or less permanently in one place, such as a house or factory (although there's also portable buildings). Buildings come in a variety of sizes, shapes, and func ...
or possibly sustainable seafood as well as standardized product safety evaluation and dis/approval procedures (e.g. regulation of chemicals, cosmetics
Cosmetics are constituted mixtures of chemical compounds derived from either natural sources, or synthetically created ones. Cosmetics have various purposes. Those designed for personal care and skin care can be used to cleanse or protec ...
and food safety
Food safety (or food hygiene) is used as a scientific method/discipline describing handling, food processing, preparation, and food storage, storage of food in ways that prevent foodborne illness, food-borne illness. The occurrence of two or ...
) can protect the environment. This effect may depend on associated modified consumer choice
The theory of consumer choice is the branch of microeconomics that relates preferences to consumption expenditures and to consumer demand curves. It analyzes how consumers maximize the desirability of their consumption as measured by their pre ...
s, strategic product support/obstruction, requirements and bans as well as their accordance with a scientific basis, the robustness and applicability of a scientific basis, whether adoption of the certifications is voluntary, and the socioeconomic context (systems of governance
Governance is the process of interactions through the laws, norms, power or language of an organized society over a social system ( family, tribe, formal or informal organization, a territory or across territories). It is done by the ...
and the economy
An economy is an area of the production, distribution and trade, as well as consumption of goods and services. In general, it is defined as a social domain that emphasize the practices, discourses, and material expressions associated with t ...
), with possibly most certifications being so far mostly largely ineffective.
Moreover, standardized scientific frameworks can enable evaluation of levels of environmental protection, such as of marine protected area
Marine protected areas (MPA) are protected areas of seas, oceans, estuaries or in the US, the Great Lakes. These marine areas can come in many forms ranging from wildlife refuges to research facilities. MPAs restrict human activity for a conser ...
s, and serve as, potentially evolving, guides for improving, planning and monitoring the protection-quality, -scopes and -extents.
Moreover, technical standards could decrease electronic waste
Electronic waste or e-waste describes discarded electrical or electronic devices. Used electronics which are destined for refurbishment, reuse, resale, salvage recycling through material recovery, or disposal are also considered e-waste. Inform ...
and reduce resource-needs such as by thereby requiring (or enabling) products to be interoperable
Interoperability is a characteristic of a product or system to work with other products or systems. While the term was initially defined for information technology or systems engineering services to allow for information exchange, a broader defi ...
, compatible (with other products, infrastructures, environments, etc), durable
Durability is the ability of a physical product to remain functional, without requiring excessive maintenance or repair, when faced with the challenges of normal operation over its design lifetime. There are several measures of durability in use ...
, energy-efficient, modular
Broadly speaking, modularity is the degree to which a system's components may be separated and recombined, often with the benefit of flexibility and variety in use. The concept of modularity is used primarily to reduce complexity by breaking a s ...
, upgradeable/ repairable and recyclable
Recycling is the process of converting waste materials into new materials and objects. The recovery of energy from waste materials is often included in this concept. The recyclability of a material depends on its ability to reacquire the p ...
and conform to versatile, optimal standards and protocols.
Such standardization is not limited to the domain of electronic devices like smartphones and phone chargers but could also be applied to e.g. the energy infrastructure. Policy-makers could develop policies "fostering standard design and interfaces, and promoting the re-use of modules and components across plants to develop more sustainable energy infrastructure
Energy development is the field of activities focused on obtaining sources of energy from natural resources. These activities include production of renewable, nuclear, and fossil fuel derived sources of energy, and for the recovery and reuse ...
". Computers and the Internet are some of the tools that could be used to increase practicability and reduce suboptimal results, detrimental standards and bureaucracy, which is often associated with traditional processes and results of standardization. Taxes and subsidies, and funding of research and development could be used complementarily. Standardized measurement is used in monitoring, reporting and verification frameworks of environmental impacts, usually of companies, for example to prevent underreporting of greenhouse gas emissions by firms.
Product testing and analysis can also be done for, enable or aid environmental protection:
Product testing and analysis
In routine product testing
File:Consumer Reports - product testing - electric light longevity and brightness testing.tif, Testing electric light longevity and brightness testing
File:Consumer Reports - product testing - television testing laboratory.tif, Television testin ...
and product analysis
Product analysis involves examining product features, costs, availability, quality, appearance and other aspects. Product analysis is conducted by potential buyers, by product managers attempting to understand competitors and by third party review ...
results can be reported using official or informal standards. It can be done to increase consumer protection, to ensure safety or healthiness or efficiency or performance or sustainability of products. It can be carried out by the manufacturer, an independent laboratory, a government agency, a magazine or others on a voluntary or commissioned/mandated basis.
Estimating the environmental impacts of food products in a standardized way – as has been done with a dataset of >57,000 food products in supermarkets – could e.g. be used to inform consumers or in policy
Policy is a deliberate system of guidelines to guide decisions and achieve rational outcomes. A policy is a statement of intent and is implemented as a procedure or protocol. Policies are generally adopted by a governance body within an orga ...
. For example, such may be useful for approaches using personal carbon allowances (or similar quota) or for targeted alteration of (ultimate overall) costs.
Safety
Public information symbols
Public information symbol
A symbol is a mark, sign, or word that indicates, signifies, or is understood as representing an idea, object, or relationship. Symbols allow people to go beyond what is known or seen by creating linkages between otherwise very different conc ...
s (e.g. hazard symbol
Hazard symbols or warning symbols are recognisable symbols designed to warn about hazardous or dangerous materials, locations, or objects, including electric currents, poisons, and radioactivity. The use of hazard symbols is often regulated by ...
s), especially when related to safety, are often standardized, sometimes on the international level.
Biosafety
Standardization is also used to ensure safe design and operation of laboratories and similar potentially dangerous workplaces, e.g. to ensure biosafety levels. There is research into microbiology safety standards used in clinical and research laboratories.
Defense
In the context of defense, standardization has been defined by NATO
The North Atlantic Treaty Organization (NATO, ; french: Organisation du traité de l'Atlantique nord, ), also called the North Atlantic Alliance, is an intergovernmental military alliance between 30 member states – 28 European and two No ...
as ''The development and implementation of concepts, doctrines, procedures and designs to achieve and maintain the required levels of compatibility, interchangeability
Interchangeability can refer to:
*Interchangeable parts, the ability to select components for assembly at random and fit them together within proper tolerances
*Interchangeability (computer science)
In computer science, an interchangeability algo ...
or commonality
In aviation, fleet commonality is the economic and logistic benefits of operating a standardized fleet of aircraft that share common parts, training requirements, or other characteristics.
Different types of commonality
Commonality policies ...
in the operational, procedural, material, technical and administrative fields to attain interoperability.''
Ergonomics, workplace and health
In some cases, standards are being used in the design and operation of workplace
A workplace is a location where someone works, for their employer or themselves, a place of employment. Such a place can range from a home office to a large office building or factory. For industrialized societies, the workplace is one of ...
s and products that can impact consumers' health. Some of such standards seek to ensure occupational safety and health
Occupational safety and health (OSH), also commonly referred to as occupational health and safety (OHS), occupational health, or occupational safety, is a multidisciplinary field concerned with the safety, health, and welfare of people at ...
and ergonomics
Human factors and ergonomics (commonly referred to as human factors) is the application of psychological and physiological principles to the engineering and design of products, processes, and systems. Four primary goals of human factors learnin ...
. For example, chair
A chair is a type of seat, typically designed for one person and consisting of one or more legs, a flat or slightly angled seat and a back-rest. They may be made of wood, metal, or synthetic materials, and may be padded or upholstered in vari ...
s (see e.g. active sitting
Active sitting occurs when seating allows or encourages the seated occupant to be active even whilst seated. Also referred to as dynamic sitting, the concept is that flexibility and movement while sitting can be beneficial to the human body and ma ...
and steps of research) could be potentially be designed and chosen using standards that may or may not be based on adequate scientific data. Standards could reduce the variety of products and lead to convergence on fewer broad designs – which can often be efficiently mass-produced via common shared automated procedures and instruments – or formulations deemed to be the most healthy, most efficient or best compromise between healthiness and other factors. Standardization is sometimes or could also be used to ensure or increase or enable consumer health protection beyond the workplace and ergonomics such as standards in food, food production, hygiene products, tab water, cosmetics, drugs/medicine, drink and dietary supplements, especially in cases where there is robust scientific data that suggests detrimental impacts on health (e.g. of ingredients) despite being substitutable and not necessarily of consumer interest.
Clothing
Clinical assessment
In the context of assessment, standardization may define how a measuring instrument or procedure is similar to every subjects or patients. For example, educational psychologist may adopt structured interview A structured interview (also known as a standardized interview or a researcher-administered survey) is a quantitative research method commonly employed in survey research. The aim of this approach is to ensure that each interview is presented with ...
to systematically interview the people in concern. By delivering the same procedures, all subjects is evaluated using same criteria and minimising any confounding variable
In statistics, a confounder (also confounding variable, confounding factor, extraneous determinant or lurking variable) is a variable that influences both the dependent variable and independent variable, causing a spurious association. Con ...
that reduce the validity
Validity or Valid may refer to:
Science/mathematics/statistics:
* Validity (logic), a property of a logical argument
* Scientific:
** Internal validity, the validity of causal inferences within scientific studies, usually based on experiments
...
. Some other example includes mental status examination
The mental status examination (MSE) is an important part of the clinical assessment process in neurological and psychiatric practice. It is a structured way of observing and describing a patient's psychological functioning at a given point in t ...
and personality test
A personality test is a method of assessing human personality constructs. Most personality assessment instruments (despite being loosely referred to as "personality tests") are in fact introspective (i.e., subjective) self-report questionnaire ( ...
.
Social science
In the context of social criticism and social science
Social science is one of the branches of science, devoted to the study of societies and the relationships among individuals within those societies. The term was formerly used to refer to the field of sociology, the original "science of soc ...
, standardization often means the process of establishing standards of various kinds and improving efficiency to handle people, their interactions, cases, and so forth. Examples include formalization of judicial procedure in court, and establishing uniform criteria for diagnosing mental disease. Standardization in this sense is often discussed along with (or synonymously to) such large-scale social changes as modernization, bureaucratization, homogenization, and centralization of society.
Customer service
In the context of customer service
Customer service is the assistance and advice provided by a company to those people who buy or use its products or services. Each industry requires different levels of customer service, but in the end, the idea of a well-performed service is that ...
, standardization refers to the process of developing an international standard that enables organizations to focus on customer service, while at the same time providing recognition of success through a third party organization, such as the British Standards Institution
The British Standards Institution (BSI) is the national standards body of the United Kingdom. BSI produces technical standards on a wide range of products and services and also supplies certification and standards-related services to busines ...
. An international standard has been developed by The International Customer Service Institute.
Supply and materials management
In the context of supply chain management
In commerce, supply chain management (SCM) is the management of the flow of goods and services including all processes that transform raw materials into final products between businesses and locations. This can include the movement and sto ...
and materials management
Materials management is a core supply chain function and includes supply chain planning and supply chain execution capabilities. Specifically, materials management is the capability firms use to plan total material requirements. The material req ...
, standardization covers the process of specification and use of any item the company must buy in or make, allowable substitutions, and build or buy decisions.
Process
The process of standardization can itself be standardized. There are at least four levels of standardization: compatibility, interchangeability
Interchangeability can refer to:
*Interchangeable parts, the ability to select components for assembly at random and fit them together within proper tolerances
*Interchangeability (computer science)
In computer science, an interchangeability algo ...
, commonality
In aviation, fleet commonality is the economic and logistic benefits of operating a standardized fleet of aircraft that share common parts, training requirements, or other characteristics.
Different types of commonality
Commonality policies ...
and reference
Reference is a relationship between objects in which one object designates, or acts as a means by which to connect to or link to, another object. The first object in this relation is said to ''refer to'' the second object. It is called a '' name'' ...
. These standardization processes create compatibility, similarity, measurement, and symbol standards.
There are typically four different techniques for standardization
* Simplification or variety control
* Codification
* Value engineering
Value engineering (VE) is a systematic analysis of the functions of various components and materials to lower the cost of goods, products and services with a tolerable loss of performance or functionality. Value, as defined, ...
* Statistical process control
Statistical process control (SPC) or statistical quality control (SQC) is the application of statistical methods to monitor and control the quality of a production process. This helps to ensure that the process operates efficiently, producing ...
.
Types of standardization process:
* Emergence as de facto standard
A ''de facto'' standard is a custom or convention that has achieved a dominant position by public acceptance or market forces (for example, by early entrance to the market). is a Latin phrase (literally "in fact"), here meaning "in practice but ...
: tradition
A tradition is a belief or behavior (folk custom) passed down within a group or society with symbolic meaning or special significance with origins in the past. A component of cultural expressions and folklore, common examples include holidays ...
, market domination, etc.
* Written by a Standards organization
A standards organization, standards body, standards developing organization (SDO), or standards setting organization (SSO) is an organization whose primary function is developing, coordinating, promulgating, revising, amending, reissuing, interpr ...
:
** in a closed consensus process: Restricted membership and often having formal procedures for due-process among voting members
** in a full consensus process: usually open to all interested and qualified parties and with formal procedures for due-process considerations
* Written by a government or regulatory body
* Written by a corporation, union, trade association, etc.
* Agile standardization. A group of entities, themselves or through an association, creates and publishes a drafted version shared for public review based on actual examples of use.
Effects
Standardization has a variety of benefits and drawbacks for firms and consumers participating in the market, and on technology and innovation.
Effect on firms
The primary effect of standardization on firms is that the basis of competition is shifted from integrated systems to individual components within the system. Prior to standardization a company's product must span the entire system because individual components from different competitors are incompatible, but after standardization each company can focus on providing an individual component of the system. When the shift toward competition based on individual components takes place, firms selling tightly integrated systems must quickly shift to a modular approach, supplying other companies with subsystems or components.
Effect on consumers
Standardization has a variety of benefits for consumers, but one of the greatest benefits is enhanced network effects. Standards increase compatibility and interoperability between products, allowing information to be shared within a larger network and attracting more consumers to use the new technology, further enhancing network effects. Other benefits of standardization to consumers are reduced uncertainty, because consumers can be more certain that they are not choosing the wrong product, and reduced lock-in, because the standard makes it more likely that there will be competing products in the space. Consumers may also get the benefit of being able to mix and match components of a system to align with their specific preferences. Once these initial benefits of standardization are realized, further benefits that accrue to consumers as a result of using the standard are driven mostly by the quality of the technologies underlying that standard.
Probably the greatest downside of standardization for consumers is lack of variety. There is no guarantee that the chosen standard will meet all consumers' needs or even that the standard is the best available option. Another downside is that if a standard is agreed upon before products are available in the market, then consumers are deprived of the penetration pricing that often results when rivals are competing to rapidly increase market share in an attempt to increase the likelihood that their product will become the standard. It is also possible that a consumer will choose a product based upon a standard that fails to become dominant. In this case, the consumer will have spent resources on a product that is ultimately less useful to him or her as the result of the standardization process.
Effect on technology
Much like the effect on consumers, the effect of standardization on technology and innovation is mixed. Meanwhile, the various links between research and standardization have been identified, also as a platform of knowledge transfer and translated into policy measures (e.g
WIPANO
.
Increased adoption of a new technology as a result of standardization is important because rival and incompatible approaches competing in the marketplace can slow or even kill the growth of the technology (a state known as market fragmentation). The shift to a modularized architecture as a result of standardization brings increased flexibility, rapid introduction of new products, and the ability to more closely meet individual customer's needs.
The negative effects of standardization on technology have to do with its tendency to restrict new technology and innovation. Standards shift competition from features to price because the features are defined by the standard. The degree to which this is true depends on the specificity of the standard. Standardization in an area also rules out alternative technologies as options while encouraging others.[Cowan, Robin. "High Technology and the Economics of Standardization." Paper presented at the International Conference on Social and Institutional Factors Shaping Technological Development: Technology at the Outset, Berlin, Germany, May 27–28, 1991. p. 12]
See also
* American National Standards Institute
The American National Standards Institute (ANSI ) is a private non-profit organization that oversees the development of voluntary consensus standards for products, services, processes, systems, and personnel in the United States. The organ ...
(ANSI)
* ASTM
ASTM International, formerly known as American Society for Testing and Materials, is an international standards organization that develops and publishes voluntary consensus technical standards for a wide range of materials, products, systems, a ...
* Conformity assessment
Conformance testing — an element of conformity assessment, and also known as compliance testing, or type testing — is testing or other activities that determine whether a process, product, or service complies with the requirements of a specifi ...
* Cost accounting,standard costs
* Embrace, extend and extinguish
"Embrace, extend, and extinguish" (EEE), also known as "embrace, extend, and exterminate", is a phrase that the U.S. Department of Justice found that was used internally by Microsoft to describe its strategy for entering product categories involvi ...
* Environmental standard Environmental standards are administrative regulations or civil law rules implemented for the treatment and maintenance of the environment. Environmental standards are typically set by government and can include prohibition of specific activities, ...
* International Classification for Standards
International Classification for Standards (ICS) is an international classification system for technical standards. It is designed to cover every economic sector and virtually every activity of humankind where technical standards may be used.
Deve ...
(ICS)
* International standard
* Interoperability
Interoperability is a characteristic of a product or system to work with other products or systems. While the term was initially defined for information technology or systems engineering services to allow for information exchange, a broader def ...
* Network effect
In economics, a network effect (also called network externality or demand-side economies of scale) is the phenomenon by which the value or utility a user derives from a good or service depends on the number of users of compatible products. Netw ...
* Open format
An open file format is a file format for storing digital data, defined by an openly published specification usually maintained by a standards organization, and which can be used and implemented by anyone. Open file format is licensed with open lic ...
* Open standard
An open standard is a standard that is openly accessible and usable by anyone. It is also a prerequisite to use open license, non-discrimination and extensibility. Typically, anybody can participate in the development. There is no single definitio ...
* Open system
* OpenDocument
The Open Document Format for Office Applications (ODF), also known as OpenDocument, is an open file format for word processing documents, spreadsheets, presentations and graphics and using ZIP-compressed XML files. It was developed ...
* Quality infrastructure
* Standard gauge
* Standard (metrology)
In metrology (the science of measurement), a standard (or etalon) is an object, system, or experiment that bears a defined relationship to a unit of measurement of a physical quantity. Standards are the fundamental reference for a system of we ...
* Standards organization
A standards organization, standards body, standards developing organization (SDO), or standards setting organization (SSO) is an organization whose primary function is developing, coordinating, promulgating, revising, amending, reissuing, interpr ...
s
* Technical standard
A technical standard is an established norm or requirement for a repeatable technical task which is applied to a common and repeated use of rules, conditions, guidelines or characteristics for products or related processes and production methods, ...
* Transport standards organizations
* United Nations Group of Experts on Geographical Names
The United Nations Group of Experts on Geographical Names (UNGEGN) is one of the nine expert groups of the United Nations Economic and Social Council (ECOSOC) and deals with the national and international standardization of geographical names. E ...
* Vendor lock-in
In economics, vendor lock-in, also known as proprietary lock-in or customer lock-in, makes a customer dependent on a vendor for products, unable to use another vendor without substantial switching costs.
The use of open standards and alternativ ...
* World Standards Day
World Standards Day (or International Standards Day) is an international day celebrated internationally each year on 14 October. The day honours the efforts of the thousands of experts who develop voluntary standards within standards development or ...
* Java Community Process
The Java Community Process (JCP), established in 1998, is a formalized mechanism that allows interested parties to develop standard technical specifications for Java technology. Anyone can become a JCP Member by filling a form available at thJCP we ...
- ''The Java Community Process(SM) Program''
* International Organization for Standardization
The International Organization for Standardization (ISO ) is an international standard development organization composed of representatives from the national standards organizations of member countries. Membership requirements are given in Ar ...
* ISO 14000 standards - a family of environmental management
Environmental resource management is the management of the interaction and impact of human societies on the environment. It is not, as the phrase might suggest, the management of the environment itself. Environmental resources management aims ...
standards
* ISO 22000
ISO 22000 is a Food safety management system which is outcome focused, providing requirements for any organization in the food industry with objective to help to improve overall performance in food safety. These standards are intended to ensure ...
- a food safety
Food safety (or food hygiene) is used as a scientific method/discipline describing handling, food processing, preparation, and food storage, storage of food in ways that prevent foodborne illness, food-borne illness. The occurrence of two or ...
standard
Further reading
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References
External links
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* International Organization for Standardization
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Standards