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Short Form Discovery Tutorial

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Explore Some of SpecLink's Short Form Features in Fifteen Minutes or Less This is a brief set of instructions to help you more easily and quickly understand some of the key advantages of BSD SpecLink's Short form tab using a simple “step-by-step” approach. Please follow the steps below to see how SpecLink’s short form specs can help you dramatically speed up your editing tasks and reduce your specification production time while, at the same time, automatically (through intelligent data links) help you minimize errors and omissions. 1. Open the Sample project by clicking on File | Browse; pick sample.spp from the list presented then click Open. 2. Explore the Tree Panel: a. There are three tabs in the Tree Panel. PerSpective is used for performance specs early in a project, the Short Form specs are used for schematic design and design development or for abbreviated construction specs on smaller projects, and SpecLink is used for detailed construction specs. b. In the Short Form tab, expand (clicking on the “+” sign) the Product Specifications folder to see the 16 section documents available, corresponding to the 16 divisions of the 1995 edition of MasterFormat. c. For evaluation purposes, you can open and edit only X02 – Site Construction. The titles of all other sections are grayed out. d. Open Section X02 in the Document Panel by clicking on its title in the tree. 3. Explore Navigation: a. In the Document Panel, your cursor should be at ...
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Explore Some of SpecLink's Short Form Features in Fifteen Minutes or Less
This is a brief set of instructions to help you more easily and quickly understand some of the key advantages of BSD
SpecLink's Short form tab using a simple “step-by-step” approach. Please follow the steps below to see how SpecLink’s short
form specs can help you dramatically speed up your editing tasks and reduce your specification production time while, at the
same time,
automatically
(through intelligent data links) help you minimize errors and omissions.
1. Open the
Sample
project by clicking on File | Browse; pick
sample.spp
from the list presented then click
Open
.
2. Explore the
Tree Panel
:
a. There are three tabs in the Tree Panel. PerSpective is used for performance specs early in a project, the Short Form
specs are used for schematic design and design development or for abbreviated construction specs on smaller
projects, and SpecLink is used for detailed construction specs.
b. In the Short Form tab, expand (clicking on the “+” sign) the Product Specifications folder to see the 16 section
documents available, corresponding to the 16 divisions of the 1995 edition of MasterFormat.
c.
For evaluation purposes, you can open and edit only X02 – Site Construction. The titles of all other sections are
grayed out.
d. Open Section X02 in the Document Panel by clicking on its title in the tree.
3. Explore
Navigation
:
a. In the
Document Panel
, your cursor should be at the title of the section.
b. On the menu, click on Document | Show Text Levels | to Level 1 (or on the toolbar, click the
Show 1 Level of Text
icon). The text collapses to show only the major article titles, corresponding to individual sections on the more
detailed SpecLink tab.
c.
Next, click on 02300 – Earthwork, then on
Show 2 Levels of Text
to expand the document to show major topics.
d. Then click on
Show All Levels
to expand the document fully. Notice that unselected text is grayed out, while selected
text is dark and automatically numbered.
e. Experiment with the scroll bar or use your mouse wheel to move around in the document.
4. Explore the
Notes
windows:
a. The yellow icon in the N (Notes) status column indicates availability of a Master Note. Click on any paragraphs with a
yellow N icon and see the note change. There are almost a thousand notes in SpecLink’s Short Form tab that are
designed to assist you in making selections appropriate to your project.
b. You can add a Project Note to any paragraph. To open the Project Notes display, on the toolbar click on the blue
notebook icon for
Toggle display of Project Notes
. Click in the blue area of the display and enter a note. Notice that a
blue N icon appears in the Notes status column. This is a great feature for leaving reminders to yourself or
instructions for other specifiers.
c.
You can close and open the Tree Panel, and when it is open you can close or open any combination of the Project
Tree, Master Notes, and Project Notes. Experiment by clicking on the
View
menu and toggling displays off and on.
You can also toggle the displays from the corresponding toolbar buttons.
d. With both the Tree Panel and the Document Panel toggled on, experiment with resizing the panels. Move your cursor
to the vertical separation between the panels. When the cursor changes to a double-headed arrow, click the left
mouse button and drag the vertical bar left or right to resize the panels.
5. Try
Selecting
master paragraphs to add to your project (and de-selecting to remove them from your project):
a. To add any grayed-out (unselected) paragraph to the project, click once on the status button in the S (Status) column.
The checkmark indicates a user selection. Notice that no paragraph will become active unless its parent paragraph is
already active.
b. Click again on the depressed status button of a paragraph that is user-selected (checkmarked). Notice that the
checkmark toggles to an X (user excluded), and the paragraph is grayed out. Click again and the status button
toggles to neutral. One more click selects the paragraph again.
This makes last minute changes a breeze compared
to other systems and methods.
6. Try
Editing
master paragraphs:
a. Click anywhere within a paragraph to edit it by entering or deleting text. Notice that when you move the cursor from
any user-edited paragraph, a blue icon appears in the O (Origin) column, indicating a user edit.
b. User edits do not actually change a master paragraph; they merely conceal the master paragraph with an edited
version in the user's Project Overlay. To toggle back to a master paragraph, click anywhere within the user-edited
paragraph, then from the
Document
menu, select
Restore Master Paragraph
. Notice that the icon in the Origin status
column changes from blue to yellow, indicating a master version of an edited paragraph.
c.
Click again on the
Document
menu, and click on
Restore Paragraph from Project
to toggle back to your edit.
7. Try
Adding
your own paragraph to the section:
a. To add a paragraph below an existing paragraph, click at the end of the paragraph, press Enter, then type.
b. To add a paragraph above an existing paragraph, click at the beginning of the paragraph, press Enter, then type.
c.
Notice that your new paragraph is grayed out when you enter it. You can select the paragraph by clicking once on its
Status button. If you want new paragraphs to be automatically selected, from the
Tools
menu toggle on the
Auto-
Select New Paragraphs
command.
8. Exploring
Links
:
a. As you move through the section, you will notice that many status buttons are colored. A green button means that the
paragraph has been automatically selected by a link. Yellow triangles mean the paragraph may be relevant, and red
octagons (stop signs) indicate the paragraph has been excluded by a link. Links help you reduce errors & omissions.
b. Click on an active paragraph with a green link icon, then from the
View
menu, click on Links (or click the Links toolbar
button). In the Links dialog box, on the Source Links tab, notice that one or more paragraph IDs appear with green
arrows. Bold text indicates the link is active. The bold Source paragraph(s) indicated are the source of the link(s) that
have selected this paragraph.
c.
Go to one of the paragraphs indicated on the
Source Links
tab. In the Links dialog box, click on the
Target Links
tab.
There you will see a green arrow indicating an active link to the original target paragraph.
9.
Preview
Your Edited Section: Click on the Print Preview button at any time to see how your section will look in print.
a. Note that only selected, active text is included in the printed document. However, if you use this document on a future
project, all unselected text is still available because in SpecLink no master text is ever deleted.
b. Change the page format for your whole project in one place. From the
Tools
menu, select
Customize Styles.
c.
You can also experiment with changing margins, layout, headers & footers.
10.
BSD SpecLink
has many more productivity features. For assistance, browse the User Manual or call us 800-875-0047.
It's really that simple! After following these steps, you have demonstrated how much easier it is to create and edit abbreviated
specifications while dramatically reducing your spec production time.
The material selections you make while using the Short
Form tab are also linked to the more detailed specifications on the SpecLink tab, pre-selecting text to assist you in editing your
detailed construction documents. See the Software Orientation section in the User Manual (Chapter 3), for tips and an overall
overview of SpecLink at:
www.bsdsoftlink.com/support/speclink/03-orient.pdf
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