SE-12 : Tea
ICO Std 2002 — Extension SE-12
This extension module specifies the requirements and methodologies for ranking and evaluating tea and tea-related products. Tea rankings present distinctive methodological challenges: the vast diversity of tea types (six primary categories plus re-processed teas and herbal infusions) requires highly differentiated indicator systems; terroir and cultivar identity are paramount yet difficult to verify objectively; the integration of centuries-old artisanal craftsmanship with modern quality assurance demands balanced evaluation frameworks; and the critical importance of pesticide residue and food safety compliance in tea necessitates rigorous testing protocols. This module extends the core-layer methodology (Chapters 4 through 10) by defining domain-specific indicators, data collection protocols, safety assurance mechanisms, and scoring procedures for tea evaluation. It is applicable to rankings across all categories of tea, from primary tea types through re-processed teas to herbal infusions.
SE-12.1 Scope and Applicable Objects
SE-12.1.1 Scope
This module applies to the design, execution, and publication of rankings that evaluate tea and tea-related products. It covers:
a) the six primary tea categories, classified by processing method and oxidation level:
1) Green tea (绿茶): unoxidised teas produced by heat treatment (kill-green/杀青) to inactivate polyphenol oxidase. Sub-categories by kill-green method:
- pan-fired green tea (炒青绿茶): including Longjing/龙井 (ref: GB/T 18650), Biluochun/碧螺春, Xinyang Maojian/信阳毛尖, Liu’an Guapian/六安瓜片, Huangshan Maofeng/黄山毛峰, Taiping Houkui/太平猴魁, Anji Baicha/安吉白茶;
- baked green tea (烘青绿茶);
- sun-dried green tea (晒青绿茶);
- steamed green tea (蒸青绿茶): including Enshi Yulu/恩施玉露 (ref: GB/T 14456.6);
2) Black tea (红茶): fully oxidised teas (ref: GB/T 13738 series):
- small-leaf black tea / souchong (小种红茶): including Zhengshan Xiaozhong/正山小种 (ref: GB/T 13738.3);
- congou black tea (工夫红茶): including Qimen/祁门红茶, Dian Hong/滇红, Chuan Hong/川红, Yi Hong/宜红, Min Hong/闽红; Jin Jun Mei/金骏眉 as an independent variety (ref: GB/T 13738.2);
- broken black tea (红碎茶) (ref: GB/T 13738.1);
3) Oolong tea (乌龙茶/青茶): partially oxidised teas (ref: GB/T 30357 series):
- Northern Fujian oolong (闽北乌龙): including Da Hong Pao/大红袍 (ref: GB/T 30357.8), Shui Xian/水仙 (ref: GB/T 30357.4), Rou Gui/肉桂 (ref: GB/T 30357.5);
- Southern Fujian oolong (闽南乌龙): including Tieguanyin/铁观音 (ref: GB/T 30357.2), Huangjin Gui/黄金桂 (ref: GB/T 30357.3);
- Guangdong oolong (广东乌龙): including Phoenix Dancong/凤凰单丛 (ref: GB/T 30357.6);
- Taiwan oolong (台湾乌龙): including Dongding/冻顶乌龙, Dongfang Meiren/东方美人, Wenshan Baozhong/文山包种;
4) White tea (白茶): minimally processed teas produced by natural withering and drying (ref: GB/T 22291):
- Baihao Yinzhen/白毫银针 (Silver Needle);
- Baimudan/白牡丹 (White Peony);
- Gongmei/贡眉 (Tribute Eyebrow);
- Shoumei/寿眉 (Longevity Eyebrow);
- Key production areas: Fuding/福鼎, Zhenghe/政和, Jianyang/建阳, Songxi/松溪;
5) Yellow tea (黄茶): lightly oxidised teas with a characteristic men huang/闷黄 (sealed yellowing) process (ref: GB/T 21726):
- yellow bud tea (黄芽茶): including Junshan Yinzhen/君山银针, Mengding Huangya/蒙顶黄芽, Huoshan Huangya/霍山黄芽;
- yellow small-leaf tea (黄小茶);
- yellow large-leaf tea (黄大茶);
6) Dark tea (黑茶): post-fermented teas:
- Pu-erh tea (普洱茶): raw Pu-erh (生普) and ripe Pu-erh (熟普) (ref: GB/T 22111);
- Anhua dark tea (安化黑茶): including Fu brick/茯砖 (ref: GB/T 32719.5), Hei brick/黑砖, Hua brick/花砖, Qianliang tea/千两茶 (ref: GB/T 32719.2);
- Liu Bao tea (六堡茶) (ref: GB/T 32719.4);
- Ya’an Tibetan tea (雅安藏茶);
- Jingyang Fu tea (泾阳茯茶);
- Hubei Qing brick (湖北青砖);
b) re-processed tea categories:
1) Scented tea (花茶): tea base blended or layered with flowers (ref: GB/T 22292 for jasmine tea; GB/T 34779 for scented tea processing):
- jasmine tea (茉莉花茶), rose tea (玫瑰花茶), osmanthus tea (桂花茶);
2) Compressed tea (紧压茶): tea pressed into cakes, bricks, tuo shapes, or other forms (ref: GB/T 9833 series):
- tuo tea (沱茶), cake tea (饼茶), brick tea (砖茶);
3) Extract tea (萃取茶): instant tea, tea concentrates, and liquid tea extracts (ref: ISO 7516);
4) Blended/compound tea (调制茶): teas blended with other ingredients (ref: GH/T 1247);
5) Tea bags (袋泡茶): tea packaged in filter material sachets;
6) Artistic/craft tea (工艺茶): decorative tea products formed into artistic shapes;
c) herbal infusions (代用茶): non-Camellia sinensis plant materials used for infusion, including:
- flower-based (花类): chrysanthemum (菊花, including Hangbaiju/杭白菊, Boju/亳菊, Chuju/滁菊, wild chrysanthemum/野菊花), honeysuckle (金银花), rose (玫瑰花), osmanthus (桂花), sophora flower (槐花);
- fruit-based (果类): goji berry (枸杞, ref: GB/T 18672), monk fruit (罗汉果, ref: GB/T 20357), hawthorn (山楂);
- leaf/herb-based (叶/草类): lotus leaf (荷叶), tartary buckwheat (苦荞, ref: GB/T 10458), buckwheat (荞麦), cassia seed (决明子), peppermint (薄荷), perilla (紫苏);
- root/rhizome-based (根茎类): licorice (甘草, ref: GB/T 19618), kudzu root (葛根);
- other: mulberry leaf (桑叶), eucommia (杜仲), corn silk (玉米须).
SE-12.1.2 Applicable Objects
This module shall apply to rankings of:
a) individual tea products within a defined category or appellation;
b) tea product lines from a single producer, garden, or factory;
c) tea brands evaluated on aggregate quality metrics, including origin and craftsmanship indicators.
SE-12.1.3 Exclusions
This module does not apply to:
a) tea-flavoured beverages, ready-to-drink (RTD) tea products, which are covered under SE-01 (Consumer Products);
b) tea-derived pharmaceutical or nutraceutical products subject to separate regulatory frameworks;
c) tea supplements in capsule or tablet form not intended as traditional tea infusion.
SE-12.2 Normative References
The following referenced documents are indispensable for the application of this module.
a) ISO 17025:2017 — General requirements for the competence of testing and calibration laboratories;
b) ISO 3720:2011 — Black tea — Definition and basic requirements;
c) ISO 7516:2011 — Instant tea — Specification;
d) ISO 11287:2011 — Green tea — Definition and basic requirements;
e) GB/T 14456 series — Green tea (绿茶);
f) GB/T 13738 series — Black tea (红茶): Part 1 Broken black tea, Part 2 Congou black tea, Part 3 Souchong black tea;
g) GB/T 30357 series — Oolong tea (乌龙茶): Part 1 Basic requirements, Part 2 Tieguanyin, Part 3 Huangjin Gui, Part 4 Shui Xian, Part 5 Rou Gui, Part 6 Dancong, Part 7 Foshou, Part 8 Da Hong Pao;
h) GB/T 22291 — White tea (白茶);
i) GB/T 21726 — Yellow tea (黄茶);
j) GB/T 32719 series — Dark tea (黑茶): Part 1 Basic requirements, Part 2 Huajuan tea, Part 3 Xiangjian tea, Part 4 Liu Bao tea, Part 5 Fu tea;
k) GB/T 22111 — Geographic indication product — Pu’er tea (地理标志产品 普洱茶);
l) GB/T 18650 — Geographic indication product — Longjing tea (地理标志产品 龙井茶);
m) GB/T 9833 series — Compressed tea (紧压茶);
n) GB/T 22292 — Jasmine tea (茉莉花茶);
o) GB/T 34779 — Scented tea processing technical specification (花茶加工技术规范);
p) GH/T 1247 — Flavoured tea (调味茶);
q) GB 31608 — National food safety standard — Tea leaves (食品安全国家标准 茶叶);
r) GB 2762 — National food safety standard — Maximum levels of contaminants in foods (食品安全国家标准 食品中污染物限量);
s) GB 2763 — National food safety standard — Maximum residue limits for pesticides in foods (食品安全国家标准 食品中农药最大残留限量);
t) GB/T 23776 — Tea sensory evaluation methodology (茶叶感官审评方法);
u) GB/T 8302 — Tea — Sampling (茶叶 取样);
v) GB/T 8305 — Tea — Determination of water extract (茶叶 水浸出物测定);
w) GB/T 8313 — Determination of tea polyphenols and catechins in tea (茶叶中茶多酚和儿茶素类含量的检测方法);
x) GB/T 30375 — Tea storage (茶叶贮存);
y) GB 7718 — National food safety standard — General standard for the labelling of pre-packaged foods (食品安全国家标准 预包装食品标签通则);
z) GB/T 30766 — Tea classification (茶叶分类);
aa) ICO Std 2002 Core Layer (Chapters 4 through 10).
SE-12.3 Indicator System
SE-12.3.1 Indicator Hierarchy
The tea indicator system shall be organised into the following three-level hierarchy:
a) Level 1 — Dimensions: Sensory Quality, Physicochemical Indicators, Origin and Cultivar, Craftsmanship and Grade, Safety and Compliance, Sustainability;
b) Level 2 — Sub-dimensions: Decompositions of each dimension as specified in SE-12.3.2 through SE-12.3.7;
c) Level 3 — Specific measures: Operationalised variables for which data is collected, as specified in each sub-dimension.
SE-12.3.2 Sensory Quality (Weight: 0.30)
Sensory quality is the primary dimension for tea evaluation. The ranking entity shall conduct sensory evaluation in accordance with GB/T 23776, using the standardised scoring methodology. Evaluation conditions shall conform to GB/T 23776 requirements: tea-to-water ratio 1:50 (mass ratio), standard white porcelain evaluation cup and bowl set, controlled water temperature and infusion time per tea type.
a) Dry Tea Appearance (干茶外形): Visual assessment of the uninfused tea:
1) shape and twist (条索/外形): tightness, uniformity, and characteristic shape for the declared variety. Sensory focus varies by category:
- for pan-fired green teas: flatness and smoothness (龙井) or tight curl (碧螺春);
- for baked green teas: bud-tip prominence and strip integrity (毛峰类);
- for black teas: twist tightness, tip (golden bud) coverage, and colour (e.g., ebony-black with golden tips for premium congou);
- for oolong teas: the characteristic twisted-strip or half-ball shape, with particular attention to the “green frog belly” (青腹) quality for Dancong and the sandy-green colour for Tieguanyin;
- for white teas: bud-to-leaf ratio, silver-white pectin down coverage (银针), or natural leaf form (牡丹/寿眉);
- for yellow teas: needle form integrity (银针) or natural leaf shape;
- for dark teas: cake/brick uniformity, surface integrity, visible “golden flowers” (金花/Eurotium cristatum) for Fu-type teas;
2) colour (色泽): hue and lustre appropriate to the tea type, with sub-category differentiation:
- green teas: silvery-green (炒青), deep green (烘青), or dark green with gloss (steamed);
- black teas: wu-black lustre (乌黑油润), golden tip coverage;
- oolong: sandy-green (砂绿) for Tieguanyin, oiled jade-green (油绿) for Dancong, dark brown with oyster-green (青褐) for rock tea;
- white teas: silvery-white (银白灰绿);
- yellow teas: tender yellow (嫩黄);
- dark teas: dark brown (黑褐), oiled lustre for aged samples;
3) integrity (整碎): proportion of whole, unbroken leaves versus fragments;
4) cleanliness (净度): absence of stems, fibre, dust, or foreign matter.
b) Liquor Colour (汤色): Visual assessment of the brewed tea liquor:
1) hue appropriate to the declared category, with differentiation:
- green tea: bright yellowish-green (嫩绿明亮) or apricot-green (杏绿);
- black tea: bright red (红艳), red-gold (红金), or orange-red (橙红);
- oolong: golden-amber (金黄) for Tieguanyin, orange-yellow (橙黄) for Dancong, orange-red (橙红) for rock tea;
- white tea: pale apricot (浅杏黄) for new tea, amber-orange (橙黄) for aged white tea;
- yellow tea: apricot-yellow (杏黄明亮);
- dark tea: red-brown (红浓) for ripe Pu-erh, orange-red (橙红) for raw Pu-erh, red-concentrated (红浓明亮) for Liu Bao;
2) clarity and brilliance (清澈度/明亮度);
3) absence of cloudiness or sediment.
c) Aroma (香气): Olfactory assessment of dry leaf, wet leaf, and liquor:
1) aroma type: conformity to the characteristic aroma, with category-specific emphasis:
- green teas: chestnut aroma (栗香), orchid fragrance (兰花香) for Longjing; fresh green (清香) for Biluochun;
- black teas:蜜糖香 (honey-sweet) for Qimen, fruity-floral for Dian Hong; pine smoke aroma (松烟香) for Zhengshan Xiaozhong;
- oolong: osmanthus fragrance (桂花香) and “rock rhyme” (岩韵) for Da Hong Pao; “orchid rhyme” (兰韵) for Tieguanyin; natural floral complex for Dancong;
- white tea: delicate fresh downy aroma (毫香蜜韵) for Silver Needle, honey-sweet for aged white tea;
- yellow tea: fresh sweet (清鲜甜爽);
- dark tea: aged fragrance (陈香) for aged Pu-erh, betel nut aroma (槟榔香) for Liu Bao, “golden flower” fungal aroma (菌花香) for Fu brick;
2) purity: absence of off-odours (smoky, musty, stale, fire-scorched, or foreign odours);
3) persistence: the duration of aroma across multiple infusions (particularly critical for oolong and rock teas).
d) Taste and Mouthfeel (滋味): Gustatory assessment:
1) intensity (浓度): strength and depth of flavour;
2) fullness (厚度): perceived body and richness on the palate;
3) hui gan (回甘): the quality and persistence of sweet aftertaste;
4) freshness (鲜爽度): particularly important for green and white teas;
5) astringency and bitterness transformation (化苦/化涩): whether harsh notes transform positively;
6) category-specific taste characteristics:
- for green teas: fresh brisk (鲜爽甘醇), absence of grassy rawness;
- for black teas: sweet-mellow (甜醇) or rich-mellow (浓醇), with “Qimen fragrance” for Qimen;
- for oolong: the “rhyme” (韵) quality — rock rhyme (岩韵) for Northern Fujian, guanyin rhyme (观音韵) for Tieguanyin, mountain rhyme (山韵) for Dancong;
- for white teas: sweet-mellow (甜醇) for new, honey-sweet thick (蜜甜醇厚) for aged;
- for dark teas: thick-mellow (浓醇) for ripe Pu-erh, aged-mellow (陈醇) for aged;
e) Wet Leaf (叶底): Assessment of spent leaves:
1) tenderness (嫩度): proportion of buds and young leaves;
2) colour uniformity (色泽匀度): consistency indicating uniform processing;
3) integrity and flexibility: whole, unbroken leaves with appropriate elasticity;
4) category-specific wet leaf characteristics:
- green tea: bright yellowish-green (嫩绿明亮) leaf base;
- black tea: coppery-red (铜红) uniform colour for well-fermented;
- oolong: “green leaf with red edge” (绿叶红镶边) for traditional style;
- white tea: greyish-green (灰绿) for Silver Needle, dark green mottled for寿眉;
- dark tea: dark brown (褐) for ripe Pu-erh, with flexibility;
SE-12.3.3 Physicochemical Indicators (Weight: 0.20)
Physicochemical indicators provide objective, measurable parameters that complement sensory evaluation.
a) General Quality Parameters (applicable to all tea types):
1) moisture content (水分): shall comply with the limits specified in the applicable product standard. Typical limits: ≤7.0% for green tea (GB/T 14456), ≤6.5% for yellow tea bud type, ≤12.0% for dark tea loose-leaf, ≤14.0% for compressed dark tea;
2) total ash (总灰分): indicative of mineral content and potential adulteration. Typical limits: ≤7.0% for most tea types, ≤8.0% for dark tea;
3) water extract (水浸出物): the soluble solids yield, indicating brew strength, measured per GB/T 8305. Minimum limits vary: ≥34.0% for green tea, ≥32.0% for yellow tea, ≥28.0% for Pu-erh (GB/T 22111);
4) crude fibre (粗纤维): indicative of leaf maturity and processing quality;
5) powder content (粉末): per GB/T 8311, relevant for grading.
b) Bioactive Compound Analysis:
1) tea polyphenols (茶多酚): total polyphenol content, measured per GB/T 8313. Particularly important for green tea (≥11.0% per GB/T 14456.1); Pu-erh ripe tea limits ≤15.0% due to fermentation degradation;
2) catechins (儿茶素): individual catechin composition (EGCG, EGC, ECG, EC) measured per GB/T 8313, providing quality differentiation for green and white teas;
3) caffeine (咖啡碱): caffeine content for quality characterisation and consumer information;
4) L-theanine (茶氨酸): theanine content, a key contributor to umami taste, particularly important for shaded teas and high-grade green/white teas;
5) theaflavins (茶黄素) and thearubigins (茶红素): for black tea, the ratio of theaflavins to thearubigins is a critical quality indicator; for dark tea, changes in these compounds during post-fermentation provide maturity markers;
6) category-specific markers:
- for Fu brick tea: “golden flower” (Eurotium cristatum) density assessment;
- for aged teas: volatile compound profile changes as age indicators.
c) Pesticide Residue Limits: The ranking entity shall verify compliance with:
1) GB 2763 (national maximum residue limits);
2) EU Regulation 396/2005 (EU MRLs), for products marketed in or exported to the European Union;
3) Japan Positive List System, for products exported to Japan;
4) where multiple standards apply, the most stringent standard shall be the benchmark.
d) Heavy Metal Limits: Compliance with GB 2762:
1) lead (Pb): ≤5.0 mg/kg for tea leaves;
2) arsenic (As): compliance with applicable limits;
3) cadmium (Cd), mercury (Hg) as applicable;
4) for brick tea: fluoride (F) per GB 19965.
SE-12.3.4 Origin and Cultivar (Weight: 0.20)
This dimension evaluates the geographic origin, terroir, and cultivar identity of the tea.
a) Geographic Indication Status: The tea’s geographic origin protection:
1) national GI registration (地理标志产品) status. Key GI-designated teas and their protection scope include:
- West Lake Longjing (西湖龙井): Xihu scenic area per GB/T 18650, with sub-demarcation of West Lake/Qiantang/Yuezhou production areas;
- Anxi Tieguanyin (安溪铁观音): Anxi County per GB/T 19598;
- Pu’er tea (普洱茶): designated production areas in Yunnan per GB/T 22111;
- Qimen black tea (祁门红茶): Qimen County and surrounding areas;
- Wuyi rock tea (武夷岩茶): Wuyishan National Park and surrounding areas;
- Junshan Silver Needle (君山银针): Junshan Island, Dongting Lake, Yueyang;
2) recognised sub-appellations (小产区) within broader GI regions (e.g., Niu Lan Keng/牛栏坑, Ma Feng/马头岩 within Wuyi Rock Tea; Shi/狮, Long/龙, Yun/云, Hu/虎, Mei/梅 within West Lake Longjing).
b) Altitude and Microclimate: Environmental factors:
1) cultivation altitude: higher altitudes generally associated with enhanced amino acid content and more complex aromas (e.g., Gaoshan tea/高山茶 in Taiwan, Wuyi mountain terrain);
2) microclimatic conditions: temperature variation, rainfall, fog frequency;
3) seasonal characteristics: pre-Qingming (明前), pre-Guyu (雨前), summer, autumn harvests.
c) Soil Characteristics:
1) soil type: weathered rock/mineral-rich soil for Wuyi rock tea (contributing to “rock rhyme/岩韵”), red laterite soil for Yunnan Pu-erh, loess soil for certain green tea areas;
2) mineral composition and its documented influence on tea character;
3) soil management and sustainability practices.
d) Cultivar Purity and Suitability:
1) declared cultivar verification. Key variety-specific standards:
- Longjing: Longjing Qunti/龙井群体, Longjing 43, Longjing Changye/龙井长叶, Yingshuang/迎霜, Jiukeng/鸠坑种 per GB/T 18650;
- Tieguanyin: Tieguanyin original variety/铁观音原生种 (红心歪尾桃) per GB/T 30357.2;
- Da Hong Pao: Qidan/奇丹, Beidou/北斗, and mother-tree derived cultivars per GB/T 30357.8;
2) molecular (DNA) identification where necessary for cultivar authentication;
3) cultivar suitability for the declared tea type and production area.
SE-12.3.5 Craftsmanship and Grade (Weight: 0.15)
This dimension evaluates the production process and grade classification accuracy.
a) Processing Methodology Compliance: Critical processing steps by category:
1) green tea: kill-green (杀青) method differentiation is fundamental:
- pan-fired (炒青): temperature control (锅温 200-300°C) and duration determine chestnut/crisp aroma; over-firing produces smoky off-notes;
- baked (烘青): lower temperature, produces cleaner, more delicate aroma;
- sun-dried (晒青): produces characteristic sun-dried flavour, used as raw material for Pu-erh;
- steamed (蒸青): preserves deep green colour and fresh marine-like aroma (per GB/T 14456.6);
- subsequent steps: rolling (揉捻), shaping (整形), drying (干燥) — each affecting final quality;
2) black tea: withering (萎凋), rolling/CTC, controlled oxidation (发酵) — temperature, humidity, duration; drying;
3) oolong tea: sun-withering (晒青), indoor withering and shaking (做青/摇青) — the most technically demanding step controlling partial oxidation; kill-green; rolling; roasting (炭焙) for rock teas — degree of roast from light (清香型) to heavy (浓香型/传统型);
4) white tea: natural withering (萎凋) under controlled conditions — duration and method (indoor/outdoor/solar) critically affect quality; low-temperature drying;
5) yellow tea: the men huang/闷黄 (sealed yellowing) process — the defining step, requiring precise temperature and humidity control to produce the characteristic yellow colour and sweet taste;
6) dark tea: pile fermentation (渥堆) for ripe Pu-erh — microbial ecology management; “golden flower” cultivation (发花) for Fu brick — temperature, moisture, and timing control for Eurotium cristatum growth; aging/陈化 management for aged teas.
b) Grade Classification Accuracy:
1) grade assignment shall be based on sensory and physicochemical criteria defined in the applicable national standard (e.g., GB/T 14456 for green tea: 特级, 一级 through 五级; GB/T 22291 for white tea: Silver Needle/White Peony/Gongmei grades);
2) the ranking entity shall independently verify grade through its own sensory evaluation;
3) discrepancies between declared grade and independently assessed grade shall be documented and scored.
c) Batch Consistency: Quality consistency across production batches:
1) inter-batch sensory consistency;
2) inter-batch physicochemical parameter variation;
3) quality control system documentation.
SE-12.3.6 Safety and Compliance (Weight: 0.10)
a) Pesticide Residue International Compliance: Beyond GB 2763 compliance:
1) compliance with EU Regulation 396/2005;
2) compliance with Japan’s Positive List System;
3) compliance with Codex Alimentarius MRL standards;
4) the most stringent applicable standard shall be the benchmark.
b) Organic Certification Authenticity: For products marketed as organic:
1) verification of valid certification (GB/T 19630 for China, EU Organic per Regulation (EU) 2018/848, USDA NOP);
2) residue testing consistent with organic status;
3) annual surveillance audit results.
c) Food Safety Management Systems:
1) HACCP certification or equivalent;
2) ISO 22000 certification;
3) GMP compliance documentation.
d) Labelling Compliance: GB 7718 and tea-specific requirements:
1) accurate product category designation per GB/T 30766;
2) origin and cultivar declaration accuracy;
3) grade marking accuracy;
4) production date, shelf life, and storage instructions per GB/T 30375.
SE-12.3.7 Sustainability (Weight: 0.05)
a) Tea Garden Ecological Management: biodiversity management, IPM adoption, soil conservation, water efficiency.
b) Carbon Footprint: GHG emissions per unit of tea, renewable energy adoption, processing energy efficiency.
c) Fair Trade and Community Impact: fair trade certification, worker welfare, smallholder support, community development.
SE-12.4 Data Collection
SE-12.4.1 Data Source Categories
The ranking entity shall collect data from:
a) Sensory Panel Data: per GB/T 23776;
b) Laboratory Testing Data: from ISO/IEC 17025 accredited laboratories;
c) Garden and Factory Audit Data: on-site audit records;
d) Certification and Regulatory Records: organic certification, GI registration, food safety system certifications;
e) Market and Trade Data: market price data, auction records, brand reputation surveys.
SE-12.4.2 Sensory Panel Requirements
a) The ranking entity shall convene a panel of no fewer than five trained assessors per tea category, holding recognised qualifications (e.g., national-level tea evaluator certification 国家级茶叶审评师).
b) Evaluations shall be conducted under standardised conditions: standardised brewing parameters per GB/T 23776, standard white porcelain cup and bowl set (审评杯碗), controlled environment.
c) For each tea type, the panel shall apply the specific scoring criteria defined in the applicable national standard.
SE-12.4.3 Category-Specific Data Requirements
a) For each tea category, the ranking entity shall define category-specific data requirements:
1) Green tea: harvest date classification (明前/雨前/谷雨), kill-green method, cultivar, production area (GI designation);
2) Black tea: cultivar, harvest season, oxidation level, CTC vs. orthodox, origin (e.g., Qimen, Yunnan for Dian Hong);
3) Oolong tea: cultivar, harvest season, oxidation level, roasting degree, origin sub-appellation (e.g., Zhengyan/正岩, Banyan/半岩, Zhoucha/洲茶 for Wuyi);
4) White tea: harvest season, cultivar, production area (Fuding vs. Zhenghe), aging duration for aged white tea;
5) Yellow tea: men huang process parameters, origin;
6) Dark tea: raw material source, pile fermentation parameters, aging duration, production area, “golden flower” presence and density for Fu-type;
7) Scented tea: flower type, quality, number of scenting cycles (窨次), tea base grade;
8) Compressed tea: raw material grade, compression method, form (tuo/cake/brick), aging potential;
9) Herbal infusions: botanical species verification, origin, active compound profile.
SE-12.5 Anti-Counterfeiting and Authentication
SE-12.5.1 General Requirements
The ranking entity shall implement anti-counterfeiting mechanisms. Origin fraud, cultivar substitution, and grade inflation are prevalent in the tea market; authentication measures are mandatory.
SE-12.5.2 Origin Authentication
a) The ranking entity shall verify geographic origin through:
1) GI registration verification;
2) supply chain traceability from garden to finished product;
3) multi-element stable isotope or chemical fingerprint analysis where applicable;
4) satellite imagery and garden area verification for volume consistency.
b) Products with false origin claims shall be excluded from the ranking.
SE-12.5.3 Cultivar and Harvest Date Verification
a) For cultivar-specific claims (e.g., Tieguanyin, Longjing 43, Da Hong Pao): morphological assessment and DNA barcoding where necessary.
b) For harvest date claims (e.g., 明前茶): cross-verification against regional harvest calendars; amino acid to polyphenol ratio as indirect evidence.
SE-12.5.4 Aged Tea Authentication
a) For aged teas (aged Pu-erh, aged white tea): production date records, sensory indicators of natural aging, chemical age markers, storage condition documentation.
b) Products with unverifiable age claims shall be flagged and scored conservatively.
SE-12.6 Scoring Methodology
SE-12.6.1 Scoring Scale
a) Each Level 3 indicator shall be scored on a normalised scale from 0 to 100.
b) Quantitative indicators: min-max or z-score method per Chapter 8 of the core layer.
c) Qualitative indicators: defined ordinal scales with documented anchor descriptions.
d) Sensory indicators: 100-point scoring sheet per GB/T 23776, with category-specific weight allocations.
SE-12.6.2 Weighting
| Dimension | Default Weight |
|---|---|
| Sensory Quality | 0.30 |
| Physicochemical Indicators | 0.20 |
| Origin and Cultivar | 0.20 |
| Craftsmanship and Grade | 0.15 |
| Safety and Compliance | 0.10 |
| Sustainability | 0.05 |
a) For herbal infusions (代用茶), adjusted weights shall apply per SE-12.X.
b) Products lacking food safety certification or non-compliant with GB 2762 or GB 2763 shall receive Safety and Compliance score of zero and shall be excluded.
SE-12.6.3 Aggregation
a) Level 3 to Level 2, and Level 2 to Level 1: weighted sum method per Chapter 8.
b) Overall product score: weighted sum of Level 1 dimension scores.
c) Dimension-level scores shall be reported alongside overall scores.
SE-12.7 Alignment with International Standards
SE-12.7.1 ISO Tea Standards Alignment
The Physicochemical Indicators dimension shall be consistent with ISO 3720:2011 (Black tea), ISO 11287:2011 (Green tea), and ISO 7516:2011 (Instant tea). Test methods shall be consistent with referenced ISO methods or documented equivalence shall be provided.
SE-12.7.2 Food Safety Alignment
The Safety and Compliance dimension shall be consistent with Codex Alimentarius standards, HACCP principles, and ISO 22000:2018.
SE-12.8 Publication and Transparency
SE-12.8.1 Publication Requirements
Tea ranking publications shall include:
a) tea category definitions and inclusion criteria;
b) declared origin, cultivar, and harvest season for each ranked product;
c) authentication verification results summary;
d) sensory panel composition and methodology;
e) category-specific scoring adjustments;
f) pesticide residue testing results summary.
SE-12.8.2 Product Identification
Each ranked product shall be uniquely identified by:
1) product name and declared grade;
2) producer or brand name;
3) declared production area (to the most specific appellation);
4) declared cultivar;
5) declared harvest season and year;
6) declared processing method.
SE-12.X Sub-Module: Herbal Infusions (代用茶)
SE-12.X.1 Scope and Definition
This sub-module applies to herbal infusions (代用茶): plant-based materials not derived from Camellia sinensis, intended for infusion or decoction. The fundamental distinction from true tea is the absence of tea-specific compounds (polyphenols, caffeine, theanine).
a) Category coverage:
1) flower-based (花类): chrysanthemum (菊花 — Hangbaiju/杭白菊 ref: GB/T 18862, Boju/亳菊, Chuju/滁菊, Gongju/贡菊, wild chrysanthemum/野菊花), honeysuckle (金银花), rose (玫瑰花), osmanthus (桂花), sophora flower (槐花);
2) fruit-based (果类): goji berry (枸杞 ref: GB/T 18672), monk fruit (罗汉果 ref: GB/T 20357), hawthorn (山楂);
3) leaf/herb-based (叶/草类): lotus leaf (荷叶), tartary buckwheat (苦荞 ref: GB/T 10458), buckwheat (荞麦), cassia seed (决明子), peppermint (薄荷), perilla (紫苏);
4) root/rhizome-based (根茎类): licorice (甘草 ref: GB/T 19618), kudzu root (葛根);
5) other: mulberry leaf (桑叶), eucommia (杜仲), corn silk (玉米须).
b) Products combining herbal infusion materials with true tea shall be evaluated under re-processed tea provisions rather than this sub-module.
SE-12.X.2 Sensory Evaluation Methodology for Herbal Infusions
a) Sensory evaluation differs from true tea:
1) dry material appearance: colour uniformity, integrity, cleanliness, species-characteristic appearance;
2) infusion colour: colour appropriate to botanical material;
3) aroma: characteristic botanical aroma, purity, absence of off-odours (sulphur residue, mould);
4) taste: characteristic flavour, sweetness, bitterness specific to species;
5) spent material: species verification and quality indicators.
b) Traditional tea scoring criteria (GB/T 23776) do not apply directly. Category-specific sensory scoring sheets shall be developed.
SE-12.X.3 Physicochemical Parameters for Herbal Infusions
a) The indicator system replaces tea-specific parameters with botanical-active compounds:
1) moisture content: shall comply with applicable limits for dried botanicals;
2) total ash: cleanliness and adulteration indicator;
3) category-specific active compounds:
| Botanical | Key Markers | Applicable Standard |
|---|---|---|
| Chrysanthemum (菊花) | total flavonoids (总黄酮), chlorogenic acid (绿原酸) | GB/T 18862 |
| Goji berry (枸杞) | polysaccharides (多糖), betaine (甜菜碱), zeaxanthin (玉米黄质) | GB/T 18672 |
| Monk fruit (罗汉果) | mogrosides (罗汉果苷), particularly mogroside V | GB/T 20357 |
| Honeysuckle (金银花) | chlorogenic acid (绿原酸), luteoloside (木犀草苷) | — |
| Tartary buckwheat (苦荞) | rutin (芦丁), total flavonoids | GB/T 10458 |
| Cassia seed (决明子) | anthraquinone derivatives (蒽醌类) | — |
b) The ranking entity shall identify and measure primary bioactive markers using validated analytical methods.
SE-12.X.4 Safety Evaluation for Herbal Infusions
a) Specific hazards for herbal infusions:
1) sulphur dioxide (SO₂): many herbal infusions are susceptible to sulphur fumigation. The ranking entity shall measure SO₂ residues and ensure compliance with GB 2760 limits. Excessive residuals shall result in significant safety score deduction;
2) microbiological limits: total plate count, coliforms, mould and yeast counts;
3) heavy metals: Pb, Cd, As, Hg per GB 2762;
4) pesticide residues: per GB 2763;
5) adulteration detection: species identity verification through macroscopic/microscopic examination and DNA barcoding where necessary.
b) The ranking entity shall assign a dedicated safety sub-score weighing SO₂ and microbiological safety more heavily than for true tea.
SE-12.X.5 Category Classification and Evaluation Framework
a) Evaluation shall be within declared botanical category with category-specific benchmarks:
1) quality grade criteria: premium, standard, acceptable grades per botanical;
2) origin benchmarks: recognised production areas (e.g., Hangzhou for Hangbaiju/杭白菊, Zhongwei/Ningxia for Boju/亳菊, Chuzhou for Chuju/滁菊);
3) processing standards: drying method (air-dried, freeze-dried, oven-dried), cleaning, sorting;
4) authenticity markers: species-specific identification and adulteration detection protocols.
Note: This extension module is part of ICO Std 2002 (Tianji Ranking Methodology Standard). Tea rankings carry significant cultural and economic weight, particularly in major tea-producing countries. Ranking entities shall respect the diversity of tea traditions while maintaining rigorous scientific standards. Particular attention shall be paid to: (a) pesticide residue compliance, as tea is consumed as an infusion where residues may be extracted into the drinking water; (b) geographic indication integrity, as origin fraud is prevalent in the specialty tea market; and (c) accurate grade classification, as grade inflation is a widespread issue. For herbal infusions, sulphur fumigation and botanical authenticity are the primary safety concerns.