Process of a Standard’s Development Following a Standard from Inception to Publication
Mar 27, 2015
Process of a Standard’s Development
Following a Standard fromInception to Publication
Dave TerrusoEditor
Kate McClungStaff Manager
Objectives
Register a work itemWrite a new or revise an existing standardBallot a standardReview an edited standardPublish 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 websiteAlerts those on the Standards Tracking ServiceStimulates participation from outside the task groupInitiates the ASTM balloting process
Work Item Registration
Work Item Registration
Work Item Registration
Work Item Registration
Work Item Registration
Work Item Registration
Work Item Registration
Work Item Registration
Work Item Registration
Work Item Registration
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 InternationalE-mail sent to technical contact with a link to the current standard in MS WORDComplete instructions are provided with the file
E-mail ConfirmationThis 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: http://myastm.astm.org Subcommittee Chairman: Adelbert Vance - email: [email protected] Technical Contact: Paula Watkins - email: [email protected] Staff Manager: David Bradley - email: [email protected] The following information was recorded. ==================================================================== Work Item Type: Revision Revised Standard: D1250-07 - Standard Guide for Use of the Petroleum Measurement Tables Sponsoring Subcommittee: D02.02.0ATarget Ballot Date: 7/2008Target Completion Date: 3 - 6 Months 10/15/2008 to 1/15/2009
Rationale: This revision has been necessitated by the updating of the petroleum measurement tables.
Write or Revisea Standard
ASTM’s Form and Style Manual
Download Form and Style Manual
Download Form and Style Manual
ASTM New Standard Template
Available at www.astm.org on Technical Committees page under the link “Key Documents and Forms”Templates for: Test Method, Specification, Guide/Practice, Classification, TerminologyDetailed instructions are provided with template
Download Template
Download Template
Select 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:TablesFiguresEquations
Auto Numbering
Screen Snap of Template
Screen Snap of Template
Screen Snap of Template
ASTM Template Toolbar
ASTM Template Toolbar
ASTM Template Toolbar
ASTM Template Toolbar
Ballot a Standard
Prepare Revision for Ballot
Always keep a clean copy of standardDetermine the sections that are going to be revisedDetermine how much context is needed for a revision to make sense to the voterDetermine 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
Submit Item for Ballot
Submit Item for Ballot
Submit Item for Ballot
Submit Item for Ballot
Submit Item for Ballot
Submit Item for Ballot
BallotingASTM has three levels of balloting:
SubcommitteeMain CommitteeSociety
Ballots are open for 30 days onlineOnce an item passes all levels of balloting, standard receives an approval date of either the 1st or the 15th of the month
Review an Edited Standard
Editing the StandardYour Editor begins the editing process while the ballot is still open. This includes:
Typesetting/converting Word document to SGMLScanning and placing artwork Ensuring the standard matches balloted draftEnsuring that tables and figures are cited and numbered correctlyVerifying titles of ASTM standards in the Referenced Documents section and verifying that they are all cited in the text
Editing the StandardYour 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 orderReview supplier footnotes for compliance with Part F in the Form and Style for ASTM Standards manual
Editing the StandardYour Editor will also ensure:
Certain formats or spellings appear consistently throughout the standardTrademarked 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 CorrectionsGrammar:
Misspelled wordsWord choice (for example: assure, insure, ensure)Run-on sentences or sentence fragmentsPunctuation (for example: adding serial comma)
Typographical errors
Balloted Item (in Microsoft Word)
Electronic Publishing System(SGML—Standard Generalized Markup Language)
ASTM Standard Format (PDF)
Standard ApprovedA standard can receive official Society approval on either the 1st or 15th 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 E-mail
Reviewer’s ChecklistThe reviewer should ensure that all balloted information appears correctly in the printed standardAddress 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 ChangesReordering sections in accordance with the Form and Style for ASTM StandardsSummary of Changes without rationaleUpdating titles in Referenced DocumentsUpdating footnote informationChanging titles in sections, tables, or figures, when justified by textErrors in formattingErrors in typesetting
Types of Technical Changes Adding, deleting, or changing:
Any section except KeywordsRequirements, values, and equationsMandatory language (“shall” or “in accordance with”) with optional language, (“may,” “can,” “could,” or “should”)
Summary of changes with rationale
Publish a Standard
Final PublicationEditor sends final approved document to ASTM website teamWithin two weeks, standard is available online as a separateThe 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
VirtualVolumes
StandardsSource
Research Reports
Adjuncts
PDFRedline
Historical
Book of Standards
CD
Compilations
ASTM Standard
Additional Products
Developmental Editing
Contact Developmental Editor by phone or e-mail.
Kathy Peters, 610-832-9650, [email protected]
Kathy can help you with: Questions about Form and Style for ASTM StandardsFormatting new standards properlyUpfront editing of new standardsArtwork issues
Research Reports
Contact the ILS department by phone or e-mail.
Caitlin Farrell, 610-832-9746, [email protected]
Caitlin can help you with:Questions about the research report process Formatting using ASTM’s research report templateAssigning RR number
AdjunctsAdjuncts are pieces of information that are essential to a standard but are too large or of a different format than the printed standard.
Color figuresBlueprintsOnline computer programs/spreadsheetsCDs
Figures and ArtworkGood Quality Figure
Solid linesUniform and clear fontsMinimal shading.TIF, .JPG,
Vector and AUTOCAD formats are acceptable
Figures and ArtworkPoor Quality Figure
Cut off textHandwritten textDifferent fontsFaxed imagesMany shaded areas in similar colors
Color Figure ExampleGrayscale in printed volumeOnly on PDF files
Online Terminology Dictionary
Historical Versions of Standard
HTML Version
Review Objectives
Register a work itemWrite a new or revise an existing standardBallot a standardReview an edited standardPublish a standard
Today, we learned how to: