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  • 1.  Specifications writing

    Posted 09-07-2010 08:28 AM
    This message has been cross posted to the following Discussion Forums: Technology in Architectural Practice and Practice Management .
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    My office is in the process of reevaluating our specifications software.  Because our work is so specialized, we have set up several of our own standard sections.  However, with our current software, Masterspec, it is difficult to maintain these sections with each Masterspec update.  I am wondering if others can suggest a better way of handling office standard sections or if we should go to another software like Speclink?  And for each project, we rewrite each section using Linx which can be a very lengthy process.  Is there a better way or is it just a software issue?

     




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    Wayne Chang AIA
    Project Manager, Associate
    CLRdesign, Inc.
    Philadelphia PA
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  • 2.  RE:Specifications writing

    Posted 09-08-2010 08:07 AM
    Our office went through the same exercise 10 years ago. We moved from Masterspec to Speclink. Then about 5 years ago, we moved back to Masterspec with the e-SPECS linx editor. 

    Each platform has their strengths and weaknesses, which you have to match to how you choose to practice. Masterspec is a word-processing format. Speclink is a database. We found Speclink to be faster to edit (once the office master is established), and has great tools for preserving institutional knowledge from one editing session to the next, leaving comments in the margins for future spec writers, or adding (and especially preserving) preferred language. Once you've edited your office master, the updates are pretty transparent to the end user, and you can knock-out a draft spec very quickly. I found Speclink was fun to use.

    However, we found Speclink's content to be thin. Where Speclink references outside standards, Masterspec will describe physical qualities and parameters in the base documents. We like descriptive language in contract documents for use at the job site rather than references to ACI, ASTM, AWS, BIA, etc which is almost never on hand in the field. Masterspec is also more widely used by our consultants, has more proprietary sections available, and editing sections is more familiar to new users in that it's simple word processing. 

    I have had some success with creating a master project (like a school) as a "base document template" in Masterspec and then selecting that project as the "referenced project" for several similar iterations for the same client. Then the sections load into the specific project pre-edited, and it's easy to change the unique characteristics for the individual designs.

    The Holy Grail for specifications software (scary metaphor) would be Masterspec's content in a database format. 



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    Scott Simmons AIA
    Principal
    Craig Gaulden and Davis, Inc.
    Greenville SC
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  • 3.  RE:Specifications writing

    Posted 09-08-2010 08:20 AM


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    Craig Hess AIA
    Golden Valley MN
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    I am a long time BSD SpecLink user & have not used MasterSpec since it has been in electronic format so don't know how their updates work.  In SpecLink, I have found BSD quarterly updates to be easily accommodated in office master spec sections.  There is an option to either "apply the update" or to "show the update, but not apply it".  When the latter is chosen, the editor can view each paragraph update individually and then decide to accept it or not.  Or, if further editing action is required to make the update acceptable to the rest of the "office text", that can be done too. 
    The issue I have seen with maintaining multiple office masters is the need to update each one at every "master update".  This is highly time consuming.  For the most part I have found my office master sections applicable for most of our projects, but that not every section is needed for every project (e.g. hollow metal doors and frames are the same in almost every project where used, although they are not used in every project).





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  • 4.  RE:Specifications writing

    Posted 09-08-2010 08:24 AM


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    Allan Baer AIA
    Associate
    Lloyd & Associates Architects
    Santa Fe NM
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    For several years we have used BSD SpecLink successfully. The content meets our needs and tends to be less wordy than Masterspec. But the real difference is in the editing. The paragraphs are all in a database format not a word processing format. You select those you want to use but you do not delete the paragraphs you do not want to use, they remain there in the database, ready for you to change your mind. Because it is a database product you select applications in Part 1, automatically it sets up the Parts 2 and 3 based on that preliminary set of choices. And because it is a database product there are links between sections where appropriate, from which it can generate complete lists of submittals, know whether this is a LEED project or not, etc. As for special sections, no problem. Insert into the database from an RTF file or type directly into a section template. And they have great support.

    I really really wish AIA Contract documents were set up this way.





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  • 5.  RE:Specifications writing

    Posted 09-08-2010 11:39 AM

    We faced the same issues and last year we switched to Speclink after a frustrating few years struggling with Linx plus the MasterSpec and are very glad we did. Not only is it easier to create an office master and have it kept up to date, but it is easier to develop specs earlier in the process and update them as the design progresses. 

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    Christine West AIA
    Principal
    William Kite Architects, Inc.
    Providence RI
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  • 6.  RE:Specifications writing

    Posted 09-09-2010 11:55 AM

    I have written elsewhere my ideas about Masterspec versus Speclink, but I wanted to respond to one of your sentences:  ""And for each project, we rewrite each section using Linx which can be a very lengthy process. ""

    Good practice means that you should be starting fresh from a master (the master you buy or your own office master) for every project.  You wouldn't re-use drawing sheets from one job to the next, and you shouldn't be reusing specifications sections from one project to the next.  specifications writing isn't simply a matter of compiling a bunch of sections and stuffing them in a project manual -- rather, the content has to be generated for each project and sculpted into a coherent document.  Unlike drawings, where you start out with a blank page, with specs, you start out with too much stuff on a page, and you refine it downward to as terse a document as is necessary for your job.

    These days, everything changes too fast to reuse documents -- codes, environmental requirements, product manufacturers, even accepted installation of products will all change every year or so.  I seldom reuse specs at all but make one exception: for a specific owner, on a negotiated job with the same contractor, and under construction within a two year period.  In this case, I am trusting more on the relationship between the parties to fix any issues with the specs.

    when I first started working 34 years ago, specs were budgeted to be 10% of the project time.  (doesn't seem like much for half of the contract documents, does it?)  No one does that anymore, but a project manual should be more than a few day process.



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    Anne Whitacre
    Principal
    Whitacre Ink
    Seattle WA
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  • 7.  RE:Specifications writing

    Posted 09-13-2010 12:05 PM

    As a MasterSpec user for about the past 19 years, and having worked in several firms ranging from 12 to over 150 people, I'd like to share some additional comments to this discussion thread.

    First, users need to keep in mind what MasterSpec is - and what it is not.  Basically, the folks at ARCOM have been pretty good about listening to their client base, their customers.  As such, the product has developed and evolved into one that strives to be most suited for the greatest number of users;  but it is not a one-size fits all or a panacea.  A product that endeavors to cater to the broadest range of customers will, as a by-product, not be perfectly suited for
    everyone


    Too "Wordy"?:
      One must keep in mind that MasterSpec's subscribers range from sole-proprietor, one- and two-person start-up firms, to national firms with thousands of employees.  As such, some of the smaller firms, or some firms that do smaller projects might find [misperceive] the content a bit "wordy" (I prefer to more properly classify the content as comprehensive);  whereas larger firms might find - for the scope, complexity, and sophistication of projects and market sectors in which they practice - the content a bit lacking.  That's okay;  users are free to add, delete, or modify text as they see fit, to suit their needs, their practice, their location, their project, their client, their project delivery method, etc.  MasterSpec is merely the starting point.

    As for the comprehensive nature of the MasterSpec content, this is very deliberate:   

    • It contains reference standard information for those whose needs might require reference standard specs; 
    • it contains performance criteria for those whose needs might require performance specs; 
    • it contains descriptive criteria for those whose needs might require descriptive specs; 
    • it contains proprietary information for those whose needs might require proprietary specs. 

    If one desires to specify in only one manner, they are free to delete the text that pertains to the others.  Nothing obligates the user, or even suggests that it is appropriate, to retain all text all the time.  Indeed, to do so would make for a cumbersome and unwieldy tome, wrought with potential conflicts and discrepancies.  Keep only what you need, and delete the rest;  No big deal.

    However, many if not most project manuals contain a combination of these methods;  and in some instances it may be appropriate to combine methods in a single spec section. 

    So, viewing the product open-mindedly, in a [more fairly] global context, the product delivers, and succeeds, since it aims to satisfy the greatest number of needs most common to the greatest number and broadest diversity of its subscribers.  Is it the perfect vehicle for every subscriber?  Probably not; but it doesn't pretend to be.    (Note:  The discussion thus far has focused on the Full Length version.  But it needs to be pointed out that MasterSpec also offers a Short Form, Outline, and Small Project specification libraries, for those who desire less content.)

    Office Masters:  Our office masters were originally derived from MasterSpec several years ago, and we continue to use MasterSpec to maintain and update them.  We, too, have many specialized sections specific to the market sectors in which we practice (mainly healthcare).  As such, over the years we have amassed a library of over 750 spec sections.  Some of these were derived by taking some of the MasterSpec "broad-scope" sections and breaking them down into more "narrow-scope" sections.  Sure - the consequence has been that updating these now takes a bit more time, but the time (and cost) savings on the production end has been more than enough to offset this.  We knew going in that a larger library of narrow scope sections would take more maintenance time than a smaller library of broad scope sections.  But we were willing to endure that, since we knew the editing and production time would be far less, especially for the number of projects we do in any given year.  We also know full well that there is no magic button in MasterSpec that will help speed up the maintenance process, nor do we expect it.  This especially holds true for our highly customized sections, and unique sections written from scratch for which there is no MasterSpec counterpart.   

     

    To MasterSpec's credit, however, they have been undergoing a campaign over the past year or so to segregate many of their broad-scope sections into more narrow-scope sections.  For firms with office masters based on narrow-scope spec sections, this will certainly help speed up the maintenance process.  And they are also working to improve and expand their automation tools, such as Linx and Spec Agent.

     

    Maintenance Time / Budget:  Firms that generate their project specifications directly from MasterSpec will most likely need less time for maintenance than those that work from office masters.  Not counting wholesale revisions due to MasterFormat, SectionFormat, LEED, or other factors that have a ripple effect on many, if not all, spec sections, MasterSpec historically updates about 20 spec sections per quarter.  Assuming about an hour per spec section, this equates to about three days maintenance per quarter, or about 4 ½ - 5 percent of their time.  Of course, not all firms use all sections, so one will usually forgo updating a section they never use.   And maintenance can be deferred, for those wanting to make all updates at once;  nothing obligates the subscriber to make updates as they are received.  Also, no one is obligated to make any updates at all;  as long as the firm is comfortable with the content of their office master, they are free to keep on using it as-is.

     

    We choose to do our best to keep our office masters current.  In fact, our specification writers are encouraged to do so, and we allow them as much time as they feel is necessary to accomplish the task.  Historically, this has been about 10 percent of their time, charged to overhead (risk management / quality assurance).



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    David R. Combs, CSI, CCS, CCCA, Assoc. AIA
    Associate Principal, Director of Operations
    Perkins + Will
    Dallas TX
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