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Process of a Standard’s Development

This workshop provides training on the process of developing ASTM standards, including registering a work item, writing and revising standards, balloting, reviewing, and publishing.

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Process of a Standard’s Development

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  1. Process of aStandard’s Development ASTM International Officers’ Training WorkshopSeptember 2012Nicole BaldiniRick LakeTodd Sandler

  2. Objectives • Register a work item review development tools • Write a new or revise an existing standard • Ballot a standard • Review an edited standard • Publish a standard

  3. It All Starts With an Idea • Survey current status • Identify future directions and needs • Define goals and priorities • Develop implementation plan • Achieving success • Measuring progress • Re-assessing status

  4. Register a Work Item

  5. New Standard Activity • Determine if new standard is needed • Identify and gather key stakeholders • Identify Subcommittee • Register a Work Item

  6. Provides a tracking number, “WK5432” Alerts those on the Standards Tracking Service Can be searched on the ASTM website Initiates the ASTM balloting process Why Register a Work Item?

  7. Work Item Registration

  8. Work Item Registration

  9. Work Item Registration

  10. Work Item Registration

  11. Work Item Registration

  12. Work Item Registration

  13. Work Item Registration

  14. Revisions Only • Register new work item to generate a request for MS WORD file of the latest version of the standard from ASTM International • E-mail sent to technical contact with a link to the current standard in MS WORD • Complete instructions are provided with the file

  15. E-mail Confirmation This is an automated alert from ASTM International. --------------------------------------------------------------------- To the submitter of Work Item WK34721 Confirmation - A New Work Item has been submitted for review. The Work Item information recorded in the database appears below. Please review the information for accuracy. When referring to the Work Item please use the identifier: WK34721 If you need to edit the item, go to:http://myastm.astm.org Subcommittee Chairman: Donald Smith - email: SMITH@AWCI.ORG Technical Contact: Russell T Flynn - email: flynnru@vmcmail.com Staff Manager: Thomas O'Toole - email: totoole@astm.org The following information was recorded. =============================================================== Work Item Type: Revision Revised Standard: C926-11 - Standard Specification for Application of Portland Cement-Based Plaster Sponsoring Subcommittee: C11.03 Target Ballot Date: 9/2011 Target Completion Date: 3 - 6 Months 12/16/2011 to 3/16/2012 Rationale: Currently there is no definition for expansion joint or control joints in ASTM C926. Adding the same definition in C926 that is also being balloted in C1063 will harmonize the 2 specifications. E-mail Confirmation

  16. Development Tools

  17. Tools for Standards Development • Virtual Meetings • Collaboration Area • Writing Tools • Draft Templates • Developmental Editing

  18. Virtual Meetings • Online document viewing and editing during the meeting • Arranged through your Staff Manager or through the MyASTM Section of the website • Saves time and expenses on meeting face-to-face • ASTM uses WebEx Meetings, an excellent vehicle for these meetings

  19. Collaboration Area

  20. Writing Tools

  21. Submit your draft in MS WORD • ASTM requests 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.

  22. Form and Style for ASTM Standards

  23. Form and Style Manual • ASTM Website www.astm.org under: • Technical Committees • Standards Development • ASTM Form and Style Manual (“Blue Book”) • Gives guidance and answers to most questions you may have while writing your standard • Your editor is available to answer questions you may have about the manual

  24. Form and Style • Parts A-C describe and define the five types of ASTM standards • Test Method, Specification, Guide/Practice, Classification and Terminology • Each section provides information on: • Mandatory and suggested sections for each type of standard • Annexes (Mandatory Information) Appendixes (Nonmandatory information) • Footnotes, References, and Summary of Changes

  25. Form and Style • Part D describes the use of the Modified Numbering Decimal System or the “Point” system • Information is provided for: • Numbering sections and subsections (including Annexes and Appendixes) • Numbering of Tables and Figures • Numbering of Equations, Notes and Supplementary Requirements

  26. Form and Style • Part E describes the use of Terminology in ASTM standards • Included is information on: • What terms should be defined • Use of Symbols, Acronyms and Abbreviations as Terminology • Form of a Terminology Standard • Each committee should have a main terminology standard

  27. Form and Style • Part F covers caveats, legal aspects, and special instructions • Included is information on: • Caveats: • Safety, fire, working document, and professional judgment • Patents • Source of supply and corresponding footnotes • Trademarks • Reagents and Materials

  28. Form and Style • Part G is the Standards Style Manual • Included in this section is: • Abbreviations and unit symbols • Creating and submitting figures for ballot • Table style • Spelling of words commonly found in ASTM standards • List of Generic vs. trademarked terms • References • Book, magazines, journals, bulletins, symposium, etc.

  29. Form and Style • Part H covers the use of SI units in ASTM standards • Included in this section is: • Format requirements for standards in SI units • Format requirements for standards in Inch-Pound units • Units statements for all types of standards • SI Only • Inch-Pound • Combined or dual standard • SI units must be included in all standards

  30. ASTM Templates

  31. About Templates • Available at www.astm.org on Technical Committees page under the link “Standards Development” • Templates for: Test Method, Specification, Guide/Practice, Classification, and Terminology • Detailed instructions are provided with the template

  32. Template Features • Suggested and mandatory headings are provided; mandatory headings are in RED • Dialog box prompts to insert Title and Footnote 1 • Ability to insert tables, figures and equations • Auto Numbering (this is a limited but helpful feature) • Layout in one column format for ballot/editing purposes

  33. Template Demonstration

  34. Download Template

  35. Select Template

  36. Select Template

  37. Example Template

  38. Example Template

  39. Example Template

  40. Template Toolbar

  41. Template Toolbar

  42. Template Toolbar

  43. Template Toolbar

  44. Developmental Editor

  45. Developmental Editor • If you have questions while writing a draft standard or using the template, contact the developmental editor. • Developmental editor can be reached by phone or e-mail. • kpeters@astm.org (Kathy Peters) 610-832-9650

  46. Developmental Editing • Developmental editor can help you with: • Answering questions about the Form and Stylefor ASTM Standards and how to apply our style to standards • Upfront editing of: • new • revised • reinstated standards • Assisting with artwork issues

  47. Submit clean, readable figures • If revising an existing figure for ballot, submit changes to our Developmental Editor • TIF, JPG and AUTOCAD formats are acceptable • Graphics department will work with what you have Good Quality Figure

  48. Only available: PDF Downloads CD version of the Annual Book of Standards Virtual Volumes Color Figures

  49. Prepare Revision for Ballot

  50. Registering Revisions • Register new work item • Registering generates a request for MS WORD™ file of the latest version of the standard from ASTM International • An email with a link to the WORDTM version of the standard will be sent to the technical contact • If you are the technical contact, you will have access to a WORDTM version of the standard on the work item summary page after you log in to MyASTM

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