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LinkLine: Spring 2016

Major Changes to How Reference Standards Work in SpecLink-E

With the Spring 2016 release of SLE (8.0), the reference standards (RS) will be handled in a completely different manner that will affect both new and old projects. Rather than have the same standard listed in multiple sections (causing duplicate work and possible errors) reference standards will now be pulled from a table where each standard is listed only once. The reference standards look different now, as shown below. If there is a hyperlink within the standard, that part will be displayed in blue with an underline (requiring a Control+Click to open the hyperlink location). If there is no hyperlink, the entire reference will be in green, indicating that it may not be edited in the Document Panel. Users will no longer be able to make any edits to any BSD master RS paragraphs. If an edit is needed, users will use the Reference Standard Manager on the Data tab, where they can either copy an existing RS or create one of their own. Once the new RS is created, it can then be added to a section by dragging and dropping it into the appropriate location in the section from the new Reference Standards panel on the right side of the Document Panel, as shown below.

NewRefs1

Updating reference standards in old projects:

After installing the new release of SLE, all old style RS paragraphs for which the new RS table has a record will be marked with orange. You must accept the update in order for the old style RS to become the new style RS. You can accept the RS updates one by one, by section or by project. Once the old style RS paragraph becomes a new style paragraph, it will no longer be editable in the Document Panel. The “Update all changes to reference standards” line of the Accept Project Updates dialog box that displays when you open a project with updates refers to the change from the old RS style to the new RS style, as well as any deleted RS. Changes to the new style RS are handled in the Tools tab, as shown further below.

NewRefs2

Updating reference standards in projects created in 8.0 and subsequent versions:

In a brand new project all RS paragraphs will be the new style unless you import sections from projects that have not been updated to the new master. As changes are made to the new style RS paragraphs by BSD, the method of updating them to the new master will be different. Users will use Update Reference Standards on the Tools tab. Rather than accept RS updates section by section; users will accept updates by reference standard, which will update that RS in any and all sections in which it is included. Users can update selected reference standards or all reference standards. The acceptance of the update is on a per project basis.

NewRefs3

Using BSD Reference Standards in user sections:

Users can now include BSD reference standards in either user or master sections, simply by dragging and dropping the RS into the appropriate location in their section. If a reference to a RS (citation) is copied into a section, the appropriate full RS will be automatically added to the Reference Standards article (if one exists and the article title Reference Standards is tagged as RT) with a green link from the citation. Citations may also now be added in user created choices, by dragging and dropping from the RS panel into the choice dialog box while creating a multiple choice. Links to the full reference will also be created from choices that include references.

Creating Reference Standards:

If a user needs to add a reference standard that is not in the list provided in the software, there are two options. One is to add a plain text user paragraph in the Reference Standards article of the section. If the same RS might be needed in any other section or project, the user can add it to the global list using the Reference Standard Manager (Data tab). That way it can be maintained if any changes are needed, as well as being available to all projects in the database. If a change is made to a user RS that is already in use in a project, Update Reference Standards on the Tools tab must be used to accept the update (change) in each project.

NewRefs4

Usage report:

The Reference Standards Manager includes a Usage button that allows the user to see where any Master or User RS is used, either in the BSD Master or in their own projects. The usage results may be exported to Excel.

NewRefs5

For detailed information on the new functionality, see the online Help or SLE User Manual.