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ASTM International Committee D02 on Petroleum Products and Lubricants

Member Orientation June 2012 San Francisco, CA

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Presentation

• Provide an overview of ASTM International • Introduce ASTM’s standardization concepts • Introduce Committee D02 • Membership • Overview of standards development process • Increase your awareness of and participation in D02 • Answer questions

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About ASTM International

 Organized in 1898  Independent, private sector, not-for-profit  Provides a

global forum

for the development of voluntary, consensus standards and promotion of related knowledge

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About ASTM International

 Headquarters near Philadelphia  Staff of approx. 170  Offices in: • Washington, DC • Mexico City, Mexico • Beijing, China (China Standards and Conformity Assessment office)

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ASTM’s Product Include

 Over 12,000 standards published annually  Related publications  Related training and laboratory cross-check testing programs

ASTM Certification Programs

 ASTM Board authorized management to develop capability to offer certification services  Product as well as Personnel Certification  Industry supported programs  ASTM does not permit its trademark to be used in manner that suggest its has approved any product, equipment or service other than Certification Program 6

ASTM Standards are International

 ASTM standards are used around the world and developed by technical experts from around the world 7

Argentina → 50 countries → Zambia

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ASTM Standards are International

 ASTM complies with the principles identified in the World Trade Organization’s, Technical Barriers to Trade Agreement, document G/TBT/1/REV 8 Section IX.

• Transparency ● Relevance • Openness ● Coherency • Impartiality and consensus • Consideration of the concerns of developing countries

138 Technical Committees Serve Multiple Sectors

A. Ferrous Metals B. Non Ferrous Metals C. Concrete, Ceramics

D. Miscellaneous Materials – Water, Textiles, Plastics, Air Quality, D02 Petroleum and Lubricants, etc.

E. Miscellaneous Subjects – Fire Standards, Forensics, Healthcare, etc.

F. Materials for Specific Applications – Consumer Products, Medical Devices, Tires, etc.

G. Corrosion of Materials

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The ASTM Structure

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30,000+ Members

• 128 countries represented • 90 industry sectors represented 

2,200+ Subcommittees

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Thousands of task groups

Organization

 ASTM Board of Directors  Board Committees 

Committee on Technical Committee Operations

 Regulations 

Committee on Standards

 Form & Style, Due Process 

Committee on Publications

 ASTM Technical Committees (i.e., D02 ) 

Subcommittees (i.e.: D02.A0 on Motor Gasoline)



Sections / Task Groups

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ASTM Standardization Concepts

ASTM Standardization Concept

 A decentralized system • ASTM’s technical committees make the decisions • ASTM provides an open forum and an administrative framework 13

ASTM Standardization Concept

 The system is open  Fair - Anyone may speak and participate (Voting members must participate)  Methodical  Rigorous process with checks and balances 14

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ASTM Standardization Concept

 Partnership of the public and private sector  Marketplace orientation  Reflects changes in technology  ASTM’s standards are voluntary • Standards are only mandatory when cited in regulation or called out in a contract

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What is a Standard?

 As used in ASTM, a document developed and established within the consensus principles of the organization and which meets the requirements of ASTM procedures and regulations.

 Full consensus standards developed with participation of all parties who have a stake in the standards’ development and/or use.

Standards

 ASTM uses term “standard” as adjective to describe following types of standards:  Specifications  Test Methods  Practices  Guides  Classifications  Terminology

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Introduction to ASTM Committee D02 on Petroleum Products and Lubricants

Committee D02

 Largest ASTM Committee, organized in 1904  Includes over 2,300 members from more than 60 countries  Developer of over 775 petroleum standards that have helped to provide heat for homes, fuel for automobiles and airplanes, and lubricants for machinery  Sponsor of numerous technical publications, laboratory quality assurance programs and technical and professional training courses, workshops, and symposia.

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Committee D02 Scope

Bylaws Article 2: Products derived from petroleum, coal, shale, tar sands, such as Liquid fuels, ....

Liquid and semi-solid lubricants ....

Hydraulic fluids ....

Petroleum Coke ....

Gasous fuels ....

Waxes ....

With exclusions for topics covered by other committees, such as paving, hydrogen and test cells 20

 Technical Papers  Symposiums  Books  Interlaboratory Cross Check Testing Programs

Standards Support

 Manuals  Adjuncts  Data Series  Research Reports  Training Programs  Journal

D02 Committee Structure

MAIN Committee D02 on Petroleum Products and Lubricants Subcommittee .03

Elemental Analysis Subcommittee .08

Volatility Sections / Task Groups … Subcommittee .J

Aviation Fuels

Many subcommittees and sections / task groups

Subcommittee .90

Executive Subcommittee .93

Quality Assurance and Statistics Sections / Task Groups

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Committee Structure

 Executive Subcommittee, designation 90  Committee Management  12 Product Subcommittees,   Specifications Performance Testing letter designation  13 Property Subcommittees,  number designation Test Methods for Property Measurement  6 Coordinating Subcommittees,  Cross Subcommitte Support 91 up designation

Executive Subcommittee

 Membership   All Subcommittee Chairmen & Committee Officers At Large Members, minimum 6  Responsibilities       SC Formation & dissolution SC Scopes & objectives Appoint Subcommittee Officers Reviews Main committee membership Committee bylaws & long range planning Awards panel

Product Subcommittees

12 Product subcommittees • Specifications • Performance Testing            

.A Gasoline and Oxygenated Fuels .B Automotive Lubricants .C Turbine Fuels .D Hydrocarbons for Chemical and Special Uses .E Burner, Diesel, Non-Aviation Gas Turbine and Marine Fuels .F Manufactured Carbon and Graphite Products .G Lubricating Greases .H Liquified Petroleum Gases .J Aviation Fuels .L Industrial Lubricants .N Hydraulic Fluids .P Recycled Products

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13 Properties Subcommittees • Test Methods for Properties • Measurements

Properties Subcommittees

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.01 Combustion Characteristics .02 Hydrocarbon Measurement for Custody Transfer (Joint ASTM/API) .03 Elemental Analysis .04 Hydrocarbon Analysis .05 Properties of Fuels, Petroleum Coke and Carbon Materials .06 Analysis of Lubricants .07 Flow Properties .08 Volatility .09 Oxidation of Lubricants .10 Properties of Petroleum Wax .12 Environmental Standards for Lubricants .14 Stability and Cleanliness of Liquid Fuels .25 Performance Assessment and Validation of Process Stream Analyzer Systems

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Coordinating Subcommittees

6 Coordinating Subcommittees 

.91 Thermometry

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.92 Interlaboratory Crosscheck Programs

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.93 International Standards and Related Activities

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.94 Quality Assurance and Statistics

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.95 Terminology

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.96 In-Service Lubricant Testing and Condition Monitoring Services

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Membership

Committee and Subcommittees

Opportunities

       Vote on Ballots Attend meetings Contribute to Methodology Participate in Precision Studies Participate as a leader in the development process Access to Website  Rosters, agendas, minutes Subcommittee Membership  ASTM membership is required

Organization Benefits

 Surveillance of Method Development  Exposure to New Techniques  Permits Comparison of Results  Customer Interaction  Enhance Image  Participate in Development of International Standards

Individual Benefits

 Informal Exchange of Ideas  Develop & Demonstrate: Leadership, Technical, Organizational, Presentation, Negotiating Skills  Enhance Knowledge of Technical Issues  Establish a Global Network  Make New Friends

Member Application Process

   Committee Membership Application (ASTM website):  Contact information   Committees / subcommittees you wish to join Complete and submit to ASTM with ASTM member fee (if not already an ASTM member) ASTM Headquarters:  Assigns member number  Provides access to members area of web site  Advises committee secretaries of request to join Committee assigns:   Classification if product committee Voting status

Member Classifications

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Producer

 A member representing an organization that produces or sells materials, products, systems or services

User

 A member representing an organization that purchases or uses the materials, products, systems or services other than for household use

Consumer

 A member who primarily purchases, or represents those who purchase, products and services for household use

General Interest

 A member who cannot be categorized as a producer, user or consumer

Subcommittee Membership

 Standards development and maintenance responsibility in a topical area  Conducts electronic ballot review of its product  Adjudicates negatives and comments received on ballots  Delegates standards development to smaller working groups  Oversees Task Group Operations

Work Groups

 Naming conventions are SC dependent  Sections  Usually a long standing working group dealing with a topical area with in the SC scope  Panels  Working group with specific STM support responsibility  Task Group, Study Group, etc  Small working group who develop, write, conduct precision studies on new or current methods, specifications, etc.

 These working groups may report to another work group, to a SC, or to the Committee, depending who created

Work Group Membership

 Membership   Anyone interested in the task is encouraged to participate ASTM membership is not required, but preferred  Writes Standard, or conducts a special project  Revise or update a current standard  Conducts Interlaboratory study, if appropriate  Writes research report if appropriate  Research reports are required to support a change in precision

Voting Status

 Official Voting Members  One per voting interest  Other members of same interest can be Unofficial Voting Members  Unofficial Voting Members  Do not vote in ballot adjudication  All Members  Have access to all ballots and supporting materials  Can Participate in standards development process

Voting Balance

 A balance of voting interests exists (Main & Subcommittees)  Applies to Official Voting Members 

General Interest + Users + Consumers > Producers

   Limits number of voting producer interests Does not limit participation Unofficial voting members do not count in balance

Voting Users Consumers General Interests Producers

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Membership Balance

 Committee D02 Balance required  Product Subcommittees  Balance required  Property Subcommittees  Balance optional  Coordinating Subcommittees  Balance optional

Ballot Guidelines

 New Standards / Revisions  Electronic ballot to all SC members  Concurrent with Main Committee  If it is not the first ballot on the topic  Rationale cover letter is required  Reapproval Standard  Unanimous voice vote in SC meeting  Sent to Main Committee Ballot

Ballot Foundation

 All ballots are electronic – posted to Committee D02 Members Only webpage   Must allow a minimum of 30 days for response All negative votes require a written explanation to be considered  Substantive changes made in response to comments require reballoting (Scopes and Precision sensitive to change)

ASTM Balloting Process

COMMITTEE ON STANDARDS SOCIETY & MAIN COMMITTEE D02 60% Return 90% Approval SUBCOMMITTEE 60% Return 2/3 Approval SECTION / TASK GROUP

The ASTM standards development process is driven from the bottom up, by the technical experts.

In the balloting process extensive consideration is given to negative votes. Standards are not approved until all negatives are resolved.

Ballot Response

 Affirmative  Affirmative with comment  Negative Must have written reason!

 Preferably not editorially based  Abstention  Abstention with comment

Resolving Negatives

 Withdrawn by voter  Withdrawn with Editorial change – D02 Editor approval required  Not related (2/3 hand count required – voting members).

Must become a new business item

 Not Persuasive (2/3 hand count required)  SC must supply reasoning for motion in ajudication documentation

Appeal of Not Persuasive

 Negative voter options on Main Committee Ballots  If not persuasive, voter may request a confirming ballot on his/her Main Committee negative vote  Must be within 30 day of receiving notification of vote  Electronic ballot conducted to sponsoring subcommittee  No comments on ballot (yes, no, or abstain vote)  Appeal to COS  Response based on basis of Due Process, not technical

Not Persuasive Negatives

 Negatives determined Not Persuasive on Subcommittee Ballots attached to ballot item for rest of approval process, includes  Copy of negative  Copy of subcommittee response  Vote count totals  Committee on Standards (COS)  Reviews all Not Persuasive ballot actions on Main Committee/Society Ballots for due process. No technical issues considered

Ballot Comments

 All comments must be considered  Options  Editorial changes  Cannot be substantive. If in doubt consult with editorial staff  New work item  Not related to ballot item

Ballot Not Required

 Editorial changes  Correct typographical errors  Correct editorial style  Change non-technical information  Reduce amgibuity

Ballot Required

 Substantive   Specification limits Changes to  Procedure  Equipment  Precision statement  Scope  Significance & Use  Any other significant change  Summary of Change Section addition  Contents change automatically when changes are balloted

Committee Meetings (Future Meetings Schedule available in ASTM Registration Area

Committee D02 (and its related subcommittees) meets twice annually • June and December (Sunday pm – Thursday) • 8 am – 5 pm with special topics before and after • Up to 15 groups meet simultaneously • Typical attendance is 750-800 • International attendance 100 -130 Many subcommittees/ task groups use virtual meetings 50

Committee Meetings

Thurs

D02 COMMITTEE

Reports from SC’s Vote on Negatives 51

SUBCOMMITTEE

Reports from Sections; Vote on Negatives to recommend action for D02

SECTION/TASK GROUP

Monday

SC Advisory

Technical, working group Plan for week; disseminate ExSC information ExSC meets Sunday – Management details

ASTM Proxy

Proxy:

Votes for a voting member at Subcommittee or Main meeting 

Voting member:

• Contacts the proxy • Completes form in its entirety and SIGNS it • Sends form to the Chairman prior to action • Separate form required for each individual meeting 

Proxy:

• Ensures Chairman holds a copy • Cannot hold more than one proxy at a meeting

NO SOLICITATION!

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ASTM Enhanced Services

 Streamlined Balloting Process  Virtual meetings  Electronic Standards Development 

NEW

MyASTM –

My Meeting Materials

This program compiles a zip file with agendas, minutes, ballot items, closing reports and schedules posted to ASTM website for your specific upcoming meetings.

ASTM Web Site www.ASTM.org

 Minutes (in pdf files)  Committee  Subcommittee  Roster  Change address  Except  Affiliation  Group membership

Publications – On ASTM Web Site

 Facts for Members (D02 History / Bylaws)  Regulations Governing ASTM Technical Committees  Form & Style Guide for ASTM Standards  ASTM Technical Committee Officers' Handbook

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Latest Technology

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QUESTIONS !

Thank You For Attending.

If you have questions during the week please see any ASTM staff or Committee or Subcommittee Officers.

Invitation to attend other D02 workshops during the week

D02 Training / Workshop / Symposium at June Meeting

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Workshop: D02 Member Orientation Wednesday, 7:00am - 8:00am Room: Continental Ballroom 2/3 Workshop: The ASTM Interlaboratory Study Program Monday, 12:00noon – 1:00pm Room: Plaza A Workshop: (D02.N) Energy Efficient Hydraulic Fluids Monday, 8:00am – 6:00pm (must register in ASTM Registration area to attend ) Room: Imperial B Workshop: Training on ASTM Online Tools Tuesday, 7:00am – 8:00am Room: Continental Ballroom 8 Workshop: Transitioning From Mercury Thermometers to Alternative Thermometers, sponsored by ASTM Committee E20 Tuesday, 3:00pm Room: Continental Ballroom 2/3 Symposium: (D02.96) Viscosity and Rheology of In-Service Fluids as they Pertain to Condition Monitoring Wednesday, 8:00am – 5:00pm (must register in ASTM Registration area to attend ) Room: Continental Ballroom 6

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