ESCom Standard - ESComPhrase User Guide ESComPhrase User Guide (valid during ‘Interim Period‘) Standard Phrases for Exposure Scenarios Author: Project: Version: Date: Document status: 15/02/2016 Cefic 1.0 2/15/2016 Page: 1 of 10 ESCom Standard - ESComPhrase User Guide Table of Content 1. General - Introduction Organisation during Interim Period Administrative support Cefic 2. Standard phrases – concept and rules - Purpose and use of Standard Phrases Need for consistency in Phrase creation Phrase structure and definitions 3. Adding new phrases / modify existing Phrases - Submission process of Phrase requests What happens to the request after submission 4. Using ES Phrases - Download of ES Phrases Using ES Phrases for ES creation ES Phrase translations License Agreement Attachment 1 – Glossary of Terms Attachment 2 – Guide for creation of Standard Phrases Document status: 15/02/2016 Page: 2 of 10 ESCom Standard - ESComPhrase User Guide 1. General - Introduction Exposure Scenarios will be created as required by the REACH legislation. In order to achieve harmonisation of ES and to achieve consistent exchange of ES between computer systems in the Supply Chain, a library with standardised ES phrases has been developed to enable harmonised communication in the Supply Chain. This set of standard phrases has been named ‚ESComPhrase‘. In parallel, an initiative has been taken to develop an IT XML standard (ESComXML) for computer to computer communication using the standardised phrases for Exposure Scenarios. Both standards will be published as one package under the „ESCom Standard“. A project is being defined for continued publication, maintenance and support of the ESCom standard, which will be outsourced to a contractor (to be selected). The target for start of this outsourcing project is 1 July 2011. The time period between 1 May and 1 July 2011 has been named ‚Interim Period‘. Organisation during Interim Period During the Interim Period, the publication and management of the XML Standard as well as the ES Phrases will be taken care of by Cefic: - The ESComXML standard will be published and can be downloaded from the Cefic website at www.cefic.org - These standard ES phrases, that have been prepared by Sector Groups, Associations, Consortia and companies, have been consolidated in the ES Phrases Master file (ESComPhrase), which will be maintained and published as an Excel file. These ES Phrases will also be available for download from the Cefic website. Administrative support Cefic Support for the ES Standard Phrases during the Interim Period will be taken care of by Cefic. Contact person is L. Heezen at lhe@cefic.be 2. Standard phrases – concept and rules Purpose and use of Phrases Main purpose of using Standard Phrases is the efficient and consistent creation of text paragraphs, in this scope to be included in Exposure Scenarios. This will also enable the possibility to have the Exposure Scenarios translated into other languages by means of the Standard Phrases and, in addition, it will enhance the harmonisation and transparency of the ES information that DU receive from different suppliers. Note: Although Phrases are also being used for Safety Data Sheets (SDS), this document focuses purely on Standard Phrases for Exposure Scenarios, which are managed as a separate dataset from SDS standard phrases. Need for consistency in Phrase creation In order to have Phrases ultimately used in a consistent and transparent manner, principles, rules and procedures need to be adhered to by different User Groups who are responsible for creating and maintaining ES Phrase data. In the case of Standard Phrases for Exposure Scenarios, Industry Sector Groups, Associations, Consortia and individual companies play an essential role in Document status: 15/02/2016 Page: 3 of 10 ESCom Standard - ESComPhrase User Guide the creation of the phrases. Attachment 2 in this document describes how Standard Phrases have to be created and also includes a number of tips and hints to help the creation of consistent phrases to be included in the ES Standard Phrases Master file. Phrase structure and definitions. A Phrase for ES contains following key data fields: - Phrase Code, acting as the unique Identifier of an individual Phrase and assigned in coordination with EuPhraC1 - Phrase Description - Language code (only English in Master file) - “A“ctive / “I“nactive indicator Superseding Phrase code In addition, a number of data fields have been defined as so called ‚metadata‘, in order to support administrative, as well as searching and filtering features, e.g. - Phrase Type - Phrase Originator - Original Phrase code - Target Group, i.e. Worker, Consumer, Environment - ES Section for which a Phrase will be applicable Sector Groups, Consortia and companies, submitting proposals for standardised phrases, should provide the required metadata at submission of the phrases. It should be noted that not all metadata fields are mandatory, but the more metadata provided, the easier it will be for users to search and select the phrases. For a detailed overview of data fields and definitions, as well as data entry rules, see below document. ES Standard Phrases - Template V1.0 - Data definitions.xls 3. Adding new phrases / update existing phrases Due to the fact that the number of new ES Phrases during the Interim Period (after publication of the ESCom standard) is expected to be low, a simple, straight forward procedure will be applied for the evaluation and approval of a new Phrase request. - Submission process for Phrase requests (new, modifications) The ES Phrase Master Excel file contains a Tab with an ‘ES Phrase update template’ to fill out the ES Phrase details. Document status: 15/02/2016 Page: 4 of 10 ESCom Standard - ESComPhrase User Guide Following steps are relevant to go through when preparing a Phrase update request: - Before submitting a new proposal, check the ES Std. Phrase Master file to search for key pieces of your phrase proposal. If found, please refer to them in your Phrase addition / update request (Remarks field). - Enter data in the relevant columns (one row for each update request) - If a phrase will be inactivated, only enter Phrase code and ‘Phrase Status’ = ‘I’ - If a phrase will be superseded by another Phrase, enter Phrase code and ‘Phrase Status’ = ‘S’, as well as Superseding Phrase code. For new Phrases: - Unique Phrase code: no entry by requester, will be done by ES Phrase Administrator - Phrase Description: Please take into account the guidelines for Phrase composition – see Attachment 2. Note: For a number of data fields, the Excel template will allow only specific values to be entered. Phrase update requests have to be submitted via email to lhe@cefic.be, using the ‘ES Phrase update request template’ to specify Phrase details – See below. ES Standard Phrases - Template V1.0 - Submission form.xls What happens to the request after submission? After submission, the request will be evaluated and decided upon by the members of the ES Phrase Working Group (industry group of experts). After evaluation, the decision will be communicated to the requester. If approved, the addition / modification will be active when the next Phrase Library version will be published (schedule: every 6 months) 4. Download and use of ES Standard Phrases - Download of ES Phrases: In order to use ES Standard Phrases, a download file of the ES phrases can be obtained via the Cefic website to be imported and stored in a local library in IT systems. Phrases will be downloaded as single phrases (without concatenation), each having a unique Phrase code. - Using ES Phrases for creation of ES: IT systems using ES Standard Phrases will apply the conventions for including Phrases in the ES. If needed, concatenation of Phrases will take place when creating the ES. Please contact your IT provider for more information.(For details, see ESComXML Guidance document) - ES Phrase translations ES Standard Phrases from the ES Phrase Master file are available in English language for free. Translations are currently a commercial activity. - License for Download of ES Phrases Before downloading the ES Standard Phrase Catalogue, a license agreement must be signed by Document status: 15/02/2016 Page: 5 of 10 ESCom Standard - ESComPhrase User Guide the requester, accepting the Terms & Conditions for the use of the ESCom Standard, which includes the Phrase Catalogue. The legal basis for using the ES Standard Phrase Master file will be the Creative-CommonsLicence "Attribution 3.0 Unported" at http://creativecommons.org/licenses/by/3.0/. Document status: 15/02/2016 Page: 6 of 10 ESCom Standard - ESComPhrase User Guide Attachment 1 – Glossary of Terms BDI Cefic CSA CSR DU DUCC ES ESComXML Euphrac OC PBT PROC RMM SC SDS SG SU German industry federation European Chemical Industry Council Chemical Safety Assessment Chemical Safety Report Downstream user Downstream User coordination platform Exposure Scenario Exposure Scenario for Communication XML standard European Phrase Catalogue Operational Conditions Persistent, bio-accumulative and/or toxic chemicals Process Category Risk Management Measures Supply Chain Safety Data Sheet Sector Group(s) Sector of Use Document status: 15/02/2016 Page: 7 of 10 ESCom Standard - ESComPhrase User Guide Attachment 2 - Guidance for creation of Phrases (derived from EuPhrac) Phrase composition rules A Phrase basically consists of a character string that consists of text and (optionally) a parameter value: The simplest occurrence of a Phrase is that it consists of character string with only text. Example: ”Use leather gloves” A Phrase may consist of a text string and a parameter (or more) A Parameter may be positioned at any place in the Phrase text At the place where a parameter has to be inserted, the text will be marked with a special Tag, i.e. ‘<parm/>’. A parameter consists of: a Value (e.g. 4 or ”weekly”) or a Value (e.g. 4) and a Dimension (e.g. hours / day) Example: “Maximum duration of exposure is 8 hours / day“ A Value may also represent a word, e.g. 'negligible'. (can easily be translated): Note: For the ESCom Standard Rel. 1.1 implementation, it has been agreed: - to have max. one parameter for an ES Phrase - this parameter will be positioned at the end of a phrase. (Reason: keep it simple at the start) Tips & Hints Punctuation: Full sentences end with a dot “.“ Example: “Wash hands before breaks and after work.‘ The start of a list might end with a colon “:“ Example: “Covers frequency up to: “ ; Possible values to be entered: “daily use, weekly, monthly, yearly“. All other phrases, in particular headers and list items, should not have any punctuation except for a very good reason – it is easier and more common for software systems to add punctuation than to remove it. Phrases may be connected including punctuation: The different parts of the connected phrases may be part of the Phrase Library. In this case, a phrase never begins with e.g. a comma. Example: Do not create a phrase including “, alternatively:“ to connect phrases. Instead, a phrase alternatively should be used together with separate punctuation (i.e. a phrase for “,“ and a phrase for “:“ ). Document status: 15/02/2016 Page: 8 of 10 ESCom Standard - ESComPhrase User Guide Phrase fragmentation: Phrase fragments are strongly discouraged. Users (as well as translators) will likely see the phrase without its original context and additional information, remarks and meta data, or see a choice of phrases as a result of an arbitrary search over all phrases. They will likely misunderstand the meaning of a fragment. Consistency: Be consistent. Do not use similar wording for the same meaning (instead use the same). Example: a) In case of skin irritation, consult a physician. b) In case of skin reactions, consult a physician. Are you able to explain the difference? Are you sure the user is, too? Is the difference important to note? Mix of single words / list elements: Do not mix single words / list elements with complete sentences. Instead, clearly separate both parts with an introductory phrase for the list elements. Example: “Covers frequency up to: daily use, weekly, monthly, yearly.“ can better be split into several phrases, i.e. “Covers frequency up to:“ “daily use“ “weekly“ “monthly“ “yearly“ “,“ Do not write a description of a potential situation (Operational Conditions) together with advice to the user (Risk Management Measures) in the same phrase. At least one part of your proposal may be reused in a different part of the documents, so please split it up. Document status: 15/02/2016 Page: 9 of 10 ESCom Standard - ESComPhrase User Guide Remember that a phrase is a segmented text. Do not put all guidance to a specific situation in one sentence. If your phrase proposal consists of more than one grammatically complete sentence, you might want to split the proposal into two. If your proposal text consists of more that one paragraph, you definitely must: A return character (end of a paragraph) cannot be part of a phrase. Example: “Provide a good standard of general ventilation. Natural ventilation is from doors, windows etc. Controlled ventilation means air is supplied or removed by a powered fan.“ While it might be useful to have all three sentences together, sentence 2 and 3 are explanatory only and may not be needed in all contexts. Each of these sentences should be a separate phrase. Length limitation: There is a length limitation in every software system. Current limitation is set to 1,000 characters per phrase, but this is far more than a single phrase should ever have and more than some software systems can handle. Also bear in mind that translations are up to 30% longer than English, so a phrase for a system with 500 characters should not have more than around 350 characters in English. Please try to match this. Example: Non-example: End Document status: 15/02/2016 Page: 10 of 10