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Process of a Standards Development Following a Standard from Inception to Publication.

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Presentation on theme: "Process of a Standards Development Following a Standard from Inception to Publication."— Presentation transcript:

1 Process of a Standards Development Following a Standard from Inception to Publication

2 Dave Terruso Editor Kate McClung Staff Manager

3 Objectives Register a work item Write a new or revise an existing standard Ballot a standard Review an edited standard Publish a standard How to:

4 It All Starts With an Idea

5 Register a Work Item

6 Why Register a Work Item? Provides a tracking number, WK5432 which can be searched on the ASTM website Alerts those on the Standards Tracking Service Stimulates participation from outside the task group Initiates the ASTM balloting process

7 Work Item Registration











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

19 Confirmation This is an automated alert from ASTM International To the submitter of Work Item WK20670 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: WK20670 If you need to edit the item, go to: Subcommittee Chairman: Adelbert Vance - Technical Contact: Paula Watkins - Staff Manager: David Bradley - The following information was recorded. ==================================================================== Work Item Type: Revision Revised Standard: D Standard Guide for Use of the Petroleum Measurement Tables Sponsoring Subcommittee: D A Target Ballot Date: 7/2008 Target Completion Date: Months 10/15/2008 to 1/15/2009 Rationale: This revision has been necessitated by the updating of the petroleum measurement tables.

20 Write or Revise a Standard

21 ASTMs Form and Style Manual

22 Download Form and Style Manual


24 ASTM New Standard Template Available at 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

25 Download Template


27 Select Template


29 Template 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

30 Screen Snap of Template



33 ASTM Template Toolbar




37 Ballot a Standard

38 Prepare Revision for Ballot 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

39 Prepare Revision for Ballot 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

40 Prepare Revision for Ballot

41 Submit Item for Ballot







48 Balloting ASTM has three levels of balloting: 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

49 Review an Edited Standard

50 Editing the Standard Your Editor begins the editing process while the ballot is still open. This includes: Typesetting/converting Word document to SGML Scanning 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

51 Editing the Standard Your 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

52 Editing the Standard Your Editor will also ensure: 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

53 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

54 Balloted Item (in Microsoft Word)

55 Electronic Publishing System (SGMLStandard Generalized Markup Language)

56 ASTM Standard Format (PDF)

57 Standard Approved A standard can receive official Society approval on either the 1 st or 15 th of the month. Once approved, 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.

58 Redlined PDF

59 Sample Review

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. Contact the editor immediately if an extension is needed.

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

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

63 Types of Technical Changes 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 Publish a Standard

65 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

66 New Standard

67 Search Features

68 ASTM Standard CompilationsCD Book of Standards HistoricalRedlinePDFAdjuncts Research Reports Standards Source Virtual Volumes Additional Products

69 Developmental Editing Contact Developmental Editor by phone or e- mail. Kathy Peters, , Kathy can help you with: Questions about Form and Style for ASTM Standards Formatting new standards properly Upfront editing of new standards Artwork issues

70 Research Reports Contact the ILS department by phone or . Caitlin Farrell, , Caitlin can help you with: Questions about the research report process Formatting using ASTMs research report template Assigning RR number

71 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 Online computer programs/spreadsheets CDs

72 Figures and Artwork Good Quality Figure Solid lines Uniform and clear fonts Minimal shading.TIF,.JPG, Vector and AUTOCAD formats are acceptable

73 Figures and Artwork Poor Quality Figure Cut off text Handwritten text Different fonts Faxed images Many shaded areas in similar colors

74 Color Figure Example Grayscale in printed volume Only on PDF files

75 Online Terminology Dictionary

76 Historical Versions of Standard

77 HTML Version

78 Review Objectives Register a work item Write a new or revise an existing standard Ballot a standard Review an edited standard Publish a standard Today, we learned how to:

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