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Timeline of a Balloted Standards Development. Jessica Rosiak, Emilie Whealen Standards Editors Joe Hugo Staff Manager.

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Presentation on theme: "Timeline of a Balloted Standards Development. Jessica Rosiak, Emilie Whealen Standards Editors Joe Hugo Staff Manager."— Presentation transcript:

1 Timeline of a Balloted Standards Development

2 Jessica Rosiak, Emilie Whealen Standards Editors Joe Hugo Staff Manager

3 Objectives

4 It All Starts With an Idea

5 New Work Items What does registering a new work item do? Provides a tracking number, i.e. – WK 9999 If a revision, prompts ASTM staff to email a Word version of the standard to the technical contact Alerts those on the Standards Tracking Service Initiates the ASTM balloting process Register Work Item

6 Work Item Registration Register Work Item

7 Registering the New Work Item Register Work Item

8 Work Item Registration Register Work Item

9 Work Item Registration Register Work Item

10 Work Item Registration Register Work Item

11 Work Item Registration Register Work Item

12 Work Item Registration Register Work Item

13 Work Item Registration Register Work Item

14 Submit Your Draft in Word We request Word for balloting purposes because it is the most common word processing program. TCO takes your Word file and converts it to PDF for the ASTM website online balloting area. Developmental editor works directly with you in Word to develop your draft. Committee editor converts the Word file into SGML (Standard Generalized Markup Language) for composition and electronic publishing purposes. Register Work Item

15 Form and Style Contents Write/Revise Standard

16 Downloading Form and Style Write Standard Write/Revise Standard

17 Downloading Form and Style Write Standard Write/Revise Standard

18 About ASTM Templates Available at www.astm.org on Technical Committees page under the link Key Documents and Forms Templates for: Test Method, Specification, Guide/Practice, Classification, Terminology Detailed instructions are provided with template Write Standard Write/Revise Standard

19 Downloading Template Write Standard Write/Revise Standard

20 Downloading Template Write Standard Write/Revise Standard

21 Selecting your Template Write/Revise Standard

22 Selecting your Template Write/Revise Standard

23 ASTM Templates Features Suggested and mandatory headings are provided; mandatory headings are in RED Macro prompts to insert Title and Footnote 1 Ability to insert: Tables Figures Equations Auto Numbering Write/Revise Standard

24 Screen Snap of Template Write/Revise Standard

25 Screen Snap of Template Write/Revise Standard

26 Template Shortcut Bar Write Standard Write/Revise Standard

27 Template Demonstration

28 Developmental Editing If you have questions while writing a draft standard, contact the developmental editor. Developmental editor can be reached by phone or e-mail. kpeters@astm.org (Kathy Peters)/ 610-832-9650 Developmental editor can help you with: Questions about and editing per ASTM's Form and Style Manual Upfront editing of new standards Assisting with artwork issues Write Standard Write/Revise Standard

29 Figures and Artwork Good Quality Figure Black and white Solid lines Uniform and clear fonts.TIF,.JPG, Vector and AUTOCAD formats are acceptable Write Standard Write/Revise Standard

30 Figures and Artwork Poor Quality Figure Color Cut off and handwritten text Different fonts Faxed images Write Standard Write/Revise Standard

31 Adjuncts Adjuncts are pieces of information that are essential to a standard but are too large or of a different format than the printed standard. Color figures Blueprints Computer programs/Spreadsheets/Schemas CDs Write Standard Write/Revise Standard

32 Revisions

33 Registering Revisions Register new work item Registering generates a request for MS WORD file of the latest version of the standard from ASTM International Complete instructions are provided with the file Write Standard Write/Revise Standard

34 Electronic Revision Preparation Always keep a clean copy of standard Determine the sections that are going to be revised Determine how much context is needed for a revision to make sense to the voter Determine if entire document is to be balloted, or just sections Write Standard Write/Revise Standard

35 Electronic Revision Preparation Always copy and paste sections to be revised into a NEW, blank MS Word document Then turn on the Track Changes function It is not necessary to use italics or bold letters to show changes because Track Changes will show what is revised Ballot Standard Write/Revise Standard

36 Example of Ballot Item Write/Revise Standard

37 Electronic Revision Demonstration

38 Sample Ballot Cover Letter Ballot Standard Date: Sept. 12, 2006 To: Members of C16 on Thermal Insulation Subject: Revision to C1511 (Work Item # 5119) on Determining the Water Retention (Repellency) Characteristics of Fibrous Glass Insulation (Aircraft Type) Rationale: Change terminology as defined in ASTM C168-03 from glass fiber to fibrous glass. Summary: Please note all removals or deletions from the standard are shown as being struck through and all new items have been underlined. At this time I am requesting that this standard be included as a concurrent ballot for subcommittee and main.

39 Submitting Item for Ballot Online Ballot Standard

40 Submitting Item for Ballot Ballot Standard

41 Submitting Item for Ballot Ballot Standard

42 Submitting Item for Ballot Ballot Standard

43 Submitting Item for Ballot Ballot Standard

44 Submitting Item for Ballot Ballot Standard

45 Balloting ASTM has three levels of ballot Subcommittee Main Committee Society Ballots are open for 30 days online Once an item passes all levels of balloting, standard receives an approval date of either the 1 st or the 15 th of the month Ballot Standard

46 While the Standard is Balloting The Editor begins the editing process for new and revised standards, which includes: Typesetting/converting Word document to SGML Scanning/manipulating and placing artwork Ensuring the standard matches balloted draft Ensuring that tables and figures are cited and numbered correctly Verifying titles of ASTM standards in the Referenced Documents section and verifying that they are all cited in the text Ballot Standard

47 While the Standard is Balloting The Editor will also: Ensure that section and cross-references are correct (for example, See Table 1) Confirm that all mandatory sections are included and in the correct order Review supplier footnotes for compliance with Part F in the Form and Style for ASTM Standards manual Ballot Standard

48 Typical Corrections Grammar: Misspelled words Word choice (for example: assure, insure, ensure) Run-on sentences or sentence fragments Punctuation (for example: adding serial comma) Typographical errors Ballot Standard

49 Other Typical Corrections The editor will ensure that: Certain formats or spellings appear consistently throughout the standard Trademarked terms are replaced with generic terms (for example: Pyrex becomes borosilicate glass) Technical terms are spelled in accordance with ASTM Form and Style. A few of the most corrected terms are: metre and litre Ballot Standard

50 Style Points Style changes: This test method covers… Deleting the word section or paragraph before a section number unless it is referring to a whole section. For example: See Section 9, or (See 9.1) Test Method D 1234, not Standard D1234 Ballot Standard

51 Word Ballot Standard

52 SGML (Standard Generalized Markup Language) Ballot Standard

53 SGML (Standard Generalized Markup Language) Ballot Standard

54 PDF Ballot Standard

55 Standard Receives Approval A standard will receive official Society approval on the 1 st or 15 th of the month. Once a standard receives society approval, the editor is notified and prepares the standard for review by the technical contact (reviewer) listed on the ballot. If editorial changes were provided during the balloting process or as the result of negative vote resolution, the editor includes those changes in the standard sent for review. Review Standard

56 Review Process The editor e-mails a licensed PDF of the standard for review: A clean PDF will be sent for a new standard A redline PDF will be sent for a revised standard A link to the online ballot item will be provided in the email Review Standard

57 Redline PDF Review Standard Similar to Track Changes in Word Each addition the editor makes is underlined Each deletion the editor makes is stricken out Redline PDF is one column If the standard is new or heavily revised, a clean PDF will be sent

58 Review Redline PDF Review Standard

59 Sample Review E-mail Review Standard

60 Reviewers Checklist The reviewer should ensure that all balloted information appears correctly in the printed standard Address any questions the editor may have posed in the cover letter Typical questions include: Citation of Referenced Documents in the text Addition of Keywords The reviewer should respond to the editor by the stated deadline. This ensures the timeliest publication of the new standard or revision. Contact the editor immediately if an extension is needed. Review Standard

61 Editorial vs. Technical Changes Editorial changes do NOT change the meaning or intent of a standard and do NOT require balloting. Changes can be made during review process Technical changes CHANGE the meaning or intent of a standard and REQUIRE balloting. Changes must be made on the next ballot Review Standard

62 Types of Editorial Changes Reordering sections in accordance with the Form and Style for ASTM Standards Summary of Changes without rationale Updating titles in Referenced Documents Updating footnote information Changing titles in sections, tables, or figures, when justified by text Errors in formatting Errors in typesetting Review Standard

63 Types of Technical Changes Review Standard Adding, deleting, or changing: Any section except Keywords Requirements, values, and equations Mandatory language (shall or in accordance with) with optional language, (may, can, could, or should) Summary of changes with rationale

64 Final Publication Editor sends final approved document to ASTM website team Within two weeks, standard is available online as a separate The printed Book of Standards is a snapshot of what was completed at the time the book published, but the ASTM website will always have the most updated version of the standard Publish Standard

65 The New/Revised Standard

66 Where to Get the Standard Publish Standard

67 Review of Publication Process


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