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ISO 33401:2024(en)
ISO - Cover page
Foreword
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 General
5 The contents of a product information sheet or reference material certificate
 5.1 General
 5.2 Information required in the RM document
  5.2.1 General
  5.2.2 Title of the document
  5.2.3 Unique identifier of the RM
  5.2.4 Name of the RM
  5.2.5 Name and contact details of the RM producer
  5.2.6 Intended use
  5.2.7 Minimum sample size
  5.2.8 Period of validity
  5.2.9 Commutability
  5.2.10 Storage information
  5.2.11 Instructions for handling and use
  5.2.12 Document components
  5.2.13 Document version
  5.2.14 Measurement procedures for operationally defined measurands
  5.2.15 Property of interest
 5.3 The information required in an RM certificate
  5.3.1 General
  5.3.2 Description of the material
  5.3.3 Property value and associated uncertainty
  5.3.4 Metrological traceability
  5.3.5 Name and function of the RM producer’s approving officer
 5.4 Other useful information
  5.4.1 General
  5.4.2 Measurement methods for non-operationally defined measurands
  5.4.3 Health and safety information
  5.4.4 Subcontractors
  5.4.5 Indicative values
  5.4.6 ​Legal notice
  5.4.7 Reference to a certification report
6 Labels
Bibliography
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International

Standard

ISO 33401
Reference materials — Contents of certificates, labels and accompanying documentation
Matériaux de référence — Contenu des certificats, des étiquettes et de la documentation d'accompagnement
Reference number
ISO 33401:2024(en)
First edition
2024-01
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ContentsPage

Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types of ISO document should be noted. This document was drafted in accordance with the editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a) patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a) patent(s) which may be required to implement this document. However, implementers are cautioned that this may not represent the latest information, which may be obtained from the patent database available at www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
Any trade name used in this document is information given for the convenience of users and does not constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions related to conformity assessment, as well as information about ISO's adherence to the World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 334, Reference materials.
This first edition of ISO 33401 cancels and replaces ISO Guide 31:2015, which has been technically revised.
The main changes are as follows:
—
transformation from a Guide to an International Standard;
—
addition of requirements for product information sheets and revision of Table 1 accordingly;
—
editorial changes for clarification.
Any feedback or questions on this document should be directed to the user’s national standards body. A complete listing of these bodies can be found at www.iso.org/members.html.

Introduction

Reference materials (RMs) are essential for quality assurance in various fields of measurement. RMs are used in diverse measurement processes, including calibration, quality control, proficiency testing and method validation.
Users of RMs obtain the information necessary for their proper use through the documentation that accompanies RMs. Therefore, standardization is required for the content and format of RM documentation. In response to growing needs, the ISO Committee on Reference Materials (ISO/REMCO) published the first, second and third editions of ISO Guide 31 in 1981, 2000 and 2015, respectively. The first edition of ISO Guide 31 discussed the difference between the information provided on the label, the certificate and the certification report, and stressed the brief synoptic nature of the certificate. The second edition focused on the required content of the certificate of a certified reference material (CRM). The third edition introduced the concepts of a “product information sheet” and a “reference material certificate” and described the information that should be included in these RM documents.
Having assumed the responsibilities of ISO/REMCO, ISO/TC 334 publishes this first edition of ISO 33401, which largely follows the third edition of ISO Guide 31. This document is intended to be complementary to ISO 17034 and provides support for the implementation of ISO 17034 on the requirements for RM documentation.
In this document, the term “certification” refers to the certification of RMs.
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International StandardISO 33401:2024(en)
Reference materials — Contents of certificates, labels and accompanying documentation

1Scope

This document is intended to help reference material producers (RMPs) in preparing clear and concise documentation to accompany a reference material (RM). It lists and explains mandatory, recommended and other categories of information to be considered in the preparation of product information sheets and RM certificates. This information can be used by RM users and other stakeholders in confirming the suitability of an RM or certified reference material (CRM).
This document also contains the minimum requirements for a label attached to the container of an individual RM unit.

2Normative references

The following documents are referred to in the text in such a way that some or all of their content constitutes requirements 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.
ISO Guide 30:2015, Reference materials — Selected terms and definitions

3Terms and definitions

For the purposes of this document, the terms and definitions given in ISO Guide 30 and the following apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
—
ISO Online browsing platform: available at https://www.iso.org/obp
—
IEC Electropedia: available at https://www.electropedia.org/
3.1
reference material
RM
material, sufficiently homogeneous and stable with respect to one or more specified properties, which has been established to be fit for its intended use in a measurement process
Note 1 to entry: RM is a generic term.
Note 2 to entry: Properties can be quantitative or qualitative, e.g. identity of substances or species.
Note 3 to entry: Uses can include the calibration of a measurement system, assessment of a measurement procedure, assigning values to other materials and quality control.
Note 4 to entry: ISO/IEC Guide 99:2007 (VIM), 5.13 has an analogous definition but restricts the term “measurement” to apply to quantitative values. However, ISO/IEC Guide 99:2007, 5.13, NOTE 3 specifically includes qualitative properties, called “nominal properties”.
[SOURCE: ISO Guide 30:2015, 2.1.1, modified — Note 4 to entry revised.]
3.2
certified reference material
CRM
reference material (3.1) characterized by a metrologically valid procedure for one or more specified properties, accompanied by a reference material certificate (3.4) that provides the value of the specified property, its associated uncertainty and a statement of metrological traceability
Note 1 to entry: The concept of value includes a nominal property or a qualitative attribute such as identity or sequence. Uncertainties for such attributes may be expressed as probabilities or levels of confidence.
Note 2 to entry: ISO/IEC Guide 99:2007, 5.14 has an analogous definition.
[SOURCE: ISO Guide 30:2015, 2.1.2, modified — Notes 2 and 3 to entry deleted.]
3.3
product information sheet
document containing all the information that is essential for using a reference material (3.1) other than a certified reference material (3.2)
[SOURCE: ISO Guide 30:2015, 2.3.4]
3.4
reference material certificate
RM certificate
document containing the essential information for the use of a certified reference material (3.2), confirming that the necessary procedures have been carried out to ensure the validity and metrological traceability of the stated property values
[SOURCE: ISO Guide 30:2015, 2.3.2, modified — Note 1 to entry deleted.]
3.5
reference material document
RM document
document containing all the information that is essential for using any reference material (3.1)
Note 1 to entry: The reference material document covers both the product information sheet and the reference material certificate.
3.6
reference material producer
RMP
body (organization or company, public or private) that is fully responsible for project planning and management; assignment of and decision on property values and relevant uncertainties; authorization of property values; and issuance of a reference material certificate (3.4) or other statements for the reference materials (3.1) it produces
[SOURCE: ISO Guide 30:2015, 2.3.5]
3.7
operationally defined measurand
measurand that is defined by reference to a documented and widely accepted measurement procedure to which only results obtained by the same procedure can be compared
EXAMPLE        Crude fibre in foods, impact toughness, enzyme activities and extractable lead in soils.
[SOURCE: ISO 17034:2016, 3.7, modified — Note 1 to entry changed to EXAMPLE.]
3.8
certification report
document giving detailed information in addition to that contained in a reference material certificate (3.4), e.g. on the preparation of the material, methods of measurement, factors affecting accuracy, statistical treatment of results or the way in which metrological traceability was established
[SOURCE: ISO Guide 30:2015, 2.3.3, modified — Term revised and Note 1 to entry deleted.]
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Bibliography
[1]
ISO 17034:2016, General requirements for the competence of reference material producers
[2]
ISO Guide 35:2017, Reference materials — Guidance for characterization and assessment of homogeneity and stability
[3]
ISO/IEC Guide 98-3, Uncertainty of measurement — Part 3: Guide to the expression of uncertainty in measurement (GUM:1995)
[4]
ISO/IEC Guide 99:2007, International vocabulary of metrology — Basic and general concepts and associated terms (VIM)
[5]
ISO Committee on Reference Materials. Information on Commutability of Reference Materials. March 2020. Available from: https://www.iso.org/committee/8300629.html?view=documents
[6]
Compendium of Analytical Nomenclature, IUPAC Orange Book, prepared for publication by D. Brynn Hibbert, The Royal Society of Chemistry, 2023 [ISBN 978-1-78262-947-4]; DOI: https://doi.org/10.1039/9781788012881
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ICS 71.040.30
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