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

Dave Terruso Editor Kate McClung Staff Manager

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:

It All Starts With an Idea

Register a Work Item

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

Work Item Registration

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

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.

Write or Revise a Standard

ASTMs Form and Style Manual

Download Form and Style Manual

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

Download Template

Select Template

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

Screen Snap of Template

ASTM Template Toolbar

Ballot a Standard

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

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

Prepare Revision for Ballot

Submit Item for Ballot

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

Review an Edited Standard

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

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

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

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

Balloted Item (in Microsoft Word)

Electronic Publishing System (SGMLStandard Generalized Markup Language)

ASTM Standard Format (PDF)

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.

Redlined PDF

Sample Review

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.

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

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

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

Publish a Standard

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

New Standard

Search Features

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

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

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

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

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

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

Color Figure Example Grayscale in printed volume Only on PDF files

Online Terminology Dictionary

Historical Versions of Standard

HTML Version

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: