Universal Instruments Packaging Specification
29 September 2005
43233602 Rev G
Universal Instruments Packaging Specification
Part Number 43233602 Rev G
Issued 29 September 2005
Universal Instruments
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Universal Instruments Packaging Specification
29 September 2005
43233602 Rev G
Universal Instruments Packaging Specification
Part Number 43233602 Rev G
Purpose
This Universal Instruments Corporation Packaging Guideline establishes
general guidelines for preparing, packaging, and transporting production
parts from, within or to Universal Instruments Corporation locations.
Scope
This guideline applies to direct material and indirect materials, not to finished
products.
This guideline serves as a reference when no other packaging instructions
are specified. Packaging specifications on the Universal Instruments
Corporation purchase order or engineering drawing supersede the methods
described herein.
Definitions
The following definitions may be useful in complying with this procedure:
Direct Material
Indirect
Material
Finished
Products
Supplier
Items
Responsibilities
Components/material used in assembling a finished
product for selling to a customer.
Material used in the manufacturing process, including
tooling, equipment, and gauging, or in storage, but not
sold to a customer.
Machines manufactured by UI for sale to customers
Organization from which the direct material is delivered,
ie. external suppliers, business units, etc.
Individual piece or a set of components of direct
material
The internal or external supplier of direct material is responsible for
determining the appropriate method of packaging to protect the integrity of
the product.
The most effective method for determining packaging adequacy is to follow
recognized standards. In the U.S., American Society for Testing and
Materials (ASTM) procedures such as D775, D880, D999, D1083, and
D3332, or equivalent may be useful references. In other areas of the world,
recognized national standards serve as the equivalent references.
The supplier of direct material must ensure that packaging, labeling and
identification, and palletization comply with applicable laws and regulations.
Items shall be rejected if found damaged due to packaging methods.
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General
Packaging
Requirements
29 September 2005
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When required, packaging and palletization shall provide sufficient strength
to permit stacking during shipment and storage without crushing. All
packaging and pallets must be free from handling hazards (protruding nails,
loose banding, staples, etc.)
The gross weight of any unit package should not exceed 50lbs. for manual
handling. Any single part heavier than 50lbs. must be packaged individually
and palletized for mechanical handling.
When necessary, a corrosion inhibitor must be used to prevent rust or tarnish
of metal parts and products containing metal parts.
Electrostatic Discharge (ESD) sensitive parts and assemblies need to be
protected from electrostatic discharge. These parts must be packaged in
static shielding materials with proper caution markings. See Appendix A,
ESD Specification, for more detailed information.
Corrugated containers should be used whenever practical. Wooden boxes,
crates, or wire baskets may only be used when corrugated cartons do not
provide adequate protection.
Anti-static polystyrene, urethane and polyethylene foams, containing
chlorofluorocarbons (CFC's) shall not be used. Expanded polystyrene
"popcorn" and "peanuts" are not permitted.
Hazardous materials are defined, by government regulations, as materials
which present an unreasonable risk to health and safety when transported by
commercial means. Suppliers are obligated to comply with all applicable
international, national, federal, state or local laws and regulations when
shipping hazardous materials. Shipments must be properly packed, labeled,
described and certified in accordance with governing regulations. Shipments
must contain applicable Material Data Safety Sheets (MSDS).
Bearings,
Bushings,
Gears, Oiled
or Greased
Parts
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No oil or grease should be absorbed by the container or filler materials
Critically dimensioned parts require individual protection
Gears require that teeth be protected
Sharp edged parts/assemblies should be:
 appropriately packaged to avoid cutting or piercing of packaging
material
 packaged to ensure safe handling
Cables
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Cables must be coiled to prevent tangling and unwanted bends
Connectors not in housings must be protected with cardboard, foam or
bubblewrap.
Cable assemblies to be packaged in Amine-free, Anti-static, Staticdissipative or other non-static generating material.
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Universal Instruments Packaging Specification
Castings
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Critically dimensioned parts require individual protection
The carton must be strong enough to withstand crushing from stacking
and have appropriate labels
COMPONENTS OR CHIPS (REELED OR LOOSE)
Non-ESD
Sensitive
Components
(Dummy)
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ESD Sensitive
Components
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Cylindrical
Parts
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Parts must be packaged to prevent contamination
Neutral or anti-static materials must be used to prevent the generation of
electro-static charges
Reeled components may be multipacked in cartons
Static shielding packaging must be used to prevent contamination and
electrostatic damage
Anti-static tubes must be placed in static shielding bags or cartons
Small quantities of parts may be stuck in pin grade (sulphur free)
conductive foam and placed in static shielding bags, or boxes, with
proper labeling
Reeled components may be packed in static shielding bags and
multipacked in cartons, or multi packed in static shielding cartons
Reference Appendix A for additional information
Critically or finely finished parts require individual protection by using
individual wrapping, foam sheets, pouches, bubble wrap or other devices
to protect parts from damage
Parts may be multipacked if individual protection is maintained
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Frames
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Frames must be packaged to prevent scratches, bends or dents using
corrugated covers, pallets, individual cartons or other appropriate packaging
material
Metal Parts
(with
unfinished
surfaces)
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Ferrous metal parts are to be protected from damage by corrosion, rust,
tarnish, etc. When necessary, a corrosion inhibitor should be used
Critically dimensioned and/or machined parts are to be protected from
nicks and dings using individual cushioning devices and placed in single
or multiple packed cartons
Painted,
Finished,
Plated, or Silk
Screened
Parts (covers,
panels, etc.)
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Polycarbonate
(Lexan)
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These parts are generally cosmetic parts and require individual protection
from damage using bubble wrap, foam sheets, paper or corrugated
materials.
No adhesive backed materials may be applied to painted surfaces
All packaging materials shall ensure they do not discolor painted or
finished plastic surfaces
These parts are generally cosmetic parts and require individual protection
from damage using bubble wrap, foam sheets, paper or corrugated
materials.
Leave any protective paper from the manufacturer on the part for
additional protection
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Power
supplies,
Motors or
Transformers
and
Electronic
Assemblies
(other than
PC Boards)
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Parts require secure transport and handling. They must be packaged to
prevent contamination, damage from contact with other assemblies, and
free movement within the package
Static shielding bags are required for transporting electronic assemblies
with exposed printed circuit boards
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PRINTED CIRCUIT BOARDS
Bare Boards
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Populated
Boards
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These parts require individual separation and protection to prevent
damage using antistatic plastic wrap and sealed
For more information, see End Product Specification for Printed Circuit
Boards, Universal part number 41150401, available from your Universal
representative
These parts require individual separation and protection to prevent
electro static discharge and structural damage. They shall be packed in
sealed, anti-static shielding bags
Boards shall be shipped on edge, not stacked on each other, without
compression of cushion material
Static shielding bags may be wrapped with anti-static bubble wrap to
prevent structural damage
Boards with protruding pins or sharp corners which may puncture a static
shielding bag must have the sharp protrusions covered with conductive
foam and placed in static shielding bag or fitted boxes. See Appendix A
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Screw
Machine Parts
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These parts must be packed in manageable weights
Parts with close tolerances or fine finish require individual protection from
damage
When necessary, a corrosion inhibitor should be used to protect against
rust or tarnish
Ordinary fasteners can be packaged in manageable bulk packaging
Springs
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Springs, coiled or formed, that may be damaged from entanglement with
other springs, will be individually packaged if specified on the purchase
order, purchase agreement or Engineering Drawing
Stampings
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Critically dimensioned parts require individual protection by wrapping
parts in foam or bubble wrap, corrogated, or paper material and placed in
containers
If wrapped with sufficient cushioning material, bulk packing in containers
may be suitable.
When necessary, a corrosion inhibitor should be used to protect against
rust or tarnish
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Switches,
Relays, or
Contacts
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These parts need to be protected from contamination
Some parts may require protection from humidity
Solid state relays are considered ESD sensitive by Universal and require
static shielding packaging (See Appendix A)
Container
Seals
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Staples or metal fasteners shall not be used as container seals if they
present safety hazards when the package is handled and opened
Static shielding bags used to protect static sensitive electronic
components can be equipped with zip-locks or similar closures. Bags
may be further sealed by applying a reusable static warning label over
the opening. Static shielding bags shall not be stapled, torn or punctured
in any way
The seal must maintain interior cleanliness and ensure that contents
remain intact during shipping and handling
The package construction and seal must allow access to the contents for
inspection without destroying the serviceability of the container
Seals must comply with all appropriate carrier regulations
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Palletization
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Some materials require special pallet sizes for proper shipment and
storage. Leaning, bulging, and/or unstable loads are not acceptable
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Banding
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Palletized loads must be adequately banded or secured to prevent load
shifting in handling and transportation
Banding and edge protectors are required for all palletized shipments
Banding should not be stapled or nailed to the pallet
Because it tends to generate large static charges, shrink or stretch wrap
should be anti static and must adequately secure the load to the pallet. A
minimum of three wraps per load is recommended
Four way banding is recommended when applicable. Two way banding is
acceptable for nonstandard size loads
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Labeling
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43233602 Rev G
29 September 2005
Receiving and storing materials requires that incoming loads be easily
and quickly identified. All shipping containers must be identified with the
information shown on the sample label
The label shall appear on one side of the container when in its normal
shipping position
Labels, tags, stamps or preprinted containers are acceptable means of
identification. Hand written labels must be legible
Parts shipped on different purchase orders must be packaged separately
and marked accordingly
Each different part number item must be packed in its own discrete
container, not intermixed with other parts
the above may be consolidated on pallets with a single bill of lading
Use warning labels, hazardous material labels, safety markings and
special handling notations as necessary
Standard ESD warning labels must be applied to boxes and bags
containing static sensitive parts
Sample Labels
Universal Instruments Corp. P/N (s)
Pkg Qty
Box
of
Purchase order No.
Supplier Name
Address
Gross WT.
Universal Instruments
14
lbs
Warehouse No.
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Packing List
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A packing list specifies the contents of a shipment and is required with
every shipment
When the packing list is affixed to the outside of the container, place it in
a transparent envelop and mount it securely to one end of the carton
When the packing list is inside the container, the carton must be
identified with a "Packing List Enclosed" label
Place all paperwork in the same envelop
All packing lists must contain the following information:
 Name and Address of Supplier
 Universal Instruments Part Number
 Universal Instruments Purchase Order Number
 Name and Address of Receiving Location
 Specify the plant where the material is to be
delivered. PO Box mailing address is not sufficient
 Description of Material
 Unit of Measure
 Supplier Packing List Number, if applicable
 Warehouse number, if applicable
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Appendix A
ESD Specification
Note: For detailed information concerning ESD, see Universal Part Number 42363901
1.0 Controlling Electrostatic Discharge (ESD)
There are three basic rules in controlling ESD
A. Unless otherwise stated, assume all electronic components, subassemblies, and
assemblies are ESD sensitive (ESDS). At Universal, all semiconductor and solid
state devices are considered ESD sensitive.
B. Never touch or handle sensitive components or assemblies unless properly
grounded.
C. Never transport, handle, or store sensitive components or assemblies except in a
static safe environment.
1.1 Receiving
When receiving Electrostatic Discharge Sensitive (ESDS) components,
subassemblies, or assemblies, proper handling controls must be used. See Handling
1.5.
All ESDS devices shall be received in packaging that will shield and protect the
devices from ESD and structural damage. See Packing 1.2.
1.2 Packaging
ESDS devices shall be packaged to promote ESD protection, as well as structural
integrity. At a minimum, populated PC boards should be in transparent static
shielding bags with an industry-standard ESD awareness label (JEDEC-14) on the
bag which identifies ESD sensitive devices that require static safe handling. The bag
should be large enough to cover the board and close easily without stress.
If a non-zip lock static shielding bag is used, it should be large enough to allow at
least two inches folded over the end to form a seal without stress, and held in place
with an industry-standard ESD warning label. Staples are not allowed since they
puncture the shielding. Anti-static (pinkpoly) bags are not allowed for ESD devices.
Static generating materials are not to be used for any ESDS packaging. ESDS PC
boards that can puncture the static shielding bag should be packaged with
conductive foam on the pins or other sharp protrusions prior to being placed in the
static shielding bag.
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Individual ESDS components, such as IC's, SIP's, and DIP's, shall be placed in a
sulphur free conductive foam. The foam and components shall be placed in a static
shielding bag or box. The bag or box shall be labeled using standard ESD warning
labels.
Bulk ESDS components, such as IC's SIP's, and DIP's, will be packaged in antistatic, dissipative or conductive tubes or conductive trays and enclosed in static
shielding bags or boxes. The bags or boxes shall be labeled with industry-standard
ESD warning label, and part number.
1.3 Shipping
ESDS assemblies and subassemblies require protection from ESD. If the assemblies
are exposed or unprotected, they require static shielding protection.
Plastic used to wrap ESDS assemblies enclosed in chassis shall be amine free antistatic plastic.
Stretch wrap, shrink wrapping, and cling wrap will be amine free anti-static material.
1.4 Storage
All ESDS devices should be stored in ESD protective packaging. Short-term storage
of unprotected assemblies shall comprise of enclosed conductive or dissipative totes
or anti-static bread carts. The bread racks should be covered with a dissipative
material to prevent contamination. The assemblies are to be in electrical contact with
the cart shelves and all the shelves of the cart are to be connected together
electrically. dissipative or conductive board racks or dissipative or conductive mats or
foam can be used on the shelves as long as electrical contact is made with the
shelves. See work surfaces ANSI EOS/ESD-S4.1. ESDS devices or assemblies
shall not be stored next to any static generating activity or material.
1.5 Handling
All handling of unprotected ESDS devices shall be completed at an approved
workstation while properly grounded.
Populated PC boards shall be placed inside static-shielding totes or in individual
static-shielding bags prior to transfer from one place to another.
When carts or bread racks are used to transport unprotected assemblies or
subassemblies, the shelves must be connected electrically, while racks used for
storage are grounded. All ESDS devices must maintain electrical contact with the
rack. If the card holders are used on the rack, they must be dissipative or conductive
and electrically connected to the cart.
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1.6 Workstations
ESD safe workstations shall be identified as such and will include at a minimum a
dissipative table top or mat with a surface resistance of 106 to 109 ohms per square
and a wrist strap ground jack or monitor properly grounded according to ESD
Specification ANSI EOS/ESD-S6.1-1991. The work station at a minimum shall
conform to ANSI/EOS/ESD-S4.1 - 1990 specification.
1.7 Personal Grounding
All personnel handling ESDS devices are required to wear a properly fitted personal
grounding device. If working at a bench or on a dissipative floor in a position
preventing contact between foot grounding and floor, a wrist strap conforming to
ANSI EOS/ESD-S1-1987 and connected to ground must be worn. If working on an
ESD dissipative floor, heel or toe straps, or conductive footwear will be worn in lieu of
a wriststrap as long as there is contact with the dissipative floor. Prior to use, all
personnel shall test personal ESD control devices at least daily unless a wrist strap
monitor is used.
2.0 References
2.1 41078411
2.2 42363901
2.3 46165901
2.4
2.5
Suggested ESD Design Guidelines
Handling Specification for Maximum Reliability of Electronic
Components and Assemblies
ESD Audit Checklist
ESD Specification ANSI EOS/ESD S6.1-1991
ESD Specification ANSI EOS/ESD S4.1-1990
2.1 Additional Resource Information
2.1.1
ATT Electrostatic Discharge Control Handbook
2.1.2
Electrostatic Discharge and Electronic Equipment IEEE Press
2.1.3
Electrostatic Discharge Control Handbook EOS/ESD Number ESD ADV2.0-1994
END OF DOCUMENT
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