Understanding Links
Contents
1. Autosize Dragging target to Links dialog box A Dragging status column of target paragraph with RIGHT mouse button B Mouse pointer changes to circle and bar symbol while dragging C Mouse pointer changes to hand with sheet of paper in Target Links area and when released new link is created and underlined NOTE User links are underlined to differentiate them from master links If the parent of the target paragraph is active the new link will be activated immediately and will appear in bold font in the Links Window 7 To change the type of link double click on the green arrow in the Influence column Then double click again It toggles to red Another double click toggles it to yellow SpecLink User Manual 179 Chapter 6 Understanding Links 08630B5D 0125 to 08630BSD 0118 me iok Source Links Target Links SOUFCE f Paragraph gt Choice 1 Choice 2 l Lock 1 Autosize Close Target Links Tab in Links Window Showing User Added Link Adding Links from Section to Section You add links from section to section in the exact same way as you add links from paragraph to paragraph The only difference is that you need to have two windows open one for each section 1 With one section open click on Window New Window 2 Inthe new window select the second section you want to work with It may be easier to close the Project Tree panel in both windows so that you can see as much of the Document Panel as p2. NOTE To see the effects of added links to other sections immediately turn of the In Memory Linking on the Tools menu Adding Links from Paragraph to Paragraph Each paragraph and each choice in a paragraph can have a link to any other paragraph or choice This part of the chapter describes how to add links 1 In the Document panel click on the paragraph that is to be the link source 2 Open the Links Window by clicking on the Links button 3 Click on the Target Links tab to show link targets for the current paragraph 0512065D 0004 to 05120650 0065 0512065D 0085 Steel Plate ASTM A 5147A 514K 05120850 0088 Shear Stud Connectors Made from 051 20650 0098 Sliding Bearing Plates Teflon coated 05120B5D 0105 Space shear stud connectors at SOUrce Target f Paragraph f Paragraph gt Choice 1 T Lock 1 Autosize Close Links Window with Target Links Tab Active 4 Scroll the Document panel to show the paragraph that is to be the link target NOTE Do NOT move the cursor off the link source Use the scroll bar and do not click in any other paragraph The target can be anywhere in the project including a different section If you want to link between sections click the Lock option before opening a new section Open two sections concurrently by minimizing or not maximizing the first section then click the New Window button Choose a tile option from the Windows Menu SpecLink User Manual Chapter 6 U
3. ASTM A 5147A 514h 051 20B5D 0088 Shear Stud Connectors Made from 051 20650 0098 Sliding Bearing Plates Teflon coated 05120B5D 0105 Space shear stud connectors at SOUrce Target f Paragraph f Paragraph gt Choice 1 Lock 1 Autosize Close Viewing Target Links NOTE If you are in a checked out section target links to other sections will not be listed Links Window Information For each link the following information is displayed on the Source Links tab and the Target Links tab Influence In the Influence column the color of the arrow indicates the status type selected recommended excluded See the Types of Link Influences section of this chapter for details The direction of the arrow indicates the type of link arrows pointing to the right indicate targets arrows pointing to the left indicate sources Adiamond on either or both sides of the arrow indicates the involvement of a choice More detail about the choice appears in the Source or Target window below See below for more detail SpecLink User Manual Chapter 6 Understanding Links Paragraph In the Paragraph column the following information appears Section Number The target or source may be in a different section so the section ID is indicated Sequence The sequence number of the target or source Number is listed as an aid to locating the paragraph NOTE If sequence numbers are not currently displayed in the Status Columns portion o
4. User Manual 173 174 Chapter 6 Understanding Links Link Target Influences For Targets the following types of influences exist This green link changes the status box of the target paragraph to a green square This red link changes the status box of the target paragraph to a red stop sign This yellow link changes the status box of the target paragraph to a yellow triangle When the source paragraph is active a choice is selected in the target paragraph A choice selected in the source paragraph changes the status box of the target paragraph to a green square A choice selected in the source paragraph changes the status box of the target paragraph to a red stop sign Bande A choice selected in the source paragraph changes the status box of the target paragraph to a yellow triangle i A choice selected in the source paragraph selects a choice in the target paragraph For paragraphs that are active all targets are in effect displayed in bold type For paragraphs that are inactive no targets are in effect all are potential NOTE The influence color for links associated with target choices is always black because you cannot set the influence it is either on or off depending on the active choice Link Source Influences For Sources the following indications of influences exist This green link changes the status box of the target paragraph to a green square This red link changes th
5. and the arrow turns black indicating that a choice value has been toggled by a link from a paragraph Adding Links from Choices to Choices The process is similar to adding links from paragraphs to choices including the fact that you cannot alter the influence of this type of link which is always a toggle 1 2 In the Document Panel put your cursor on the source paragraph Add a link to a target paragraph containing the choice group you wish to influence See the Adding Links from Paragraph to Paragraph section in this chapter for details Click on the link you just established in the Links Window Detailed information on the source and target paragraphs for the selected link appears in the lower part of the window In the Source panel of the Links Window click on the choice group containing the choice value you want to initiate the link then click on the appropriate choice value In the Target panel click on the choice group containing the link you want to toggle then click on the appropriate choice value Adiamond appears on either side of the arrow in the Influence column and the arrow turns black indicating a choice to choice link has been added SpecLink User Manual 183 Chapter 6 Understanding Links NOTE Links to choices do not turn on the paragraph containing the target choice To turn the paragraph on either select it manually or create a paragraph to paragraph link to turn it on 08630BSD 01
6. on the View menu Links Button Click the Links button on the View toolbar to open the Links window and display links for the current paragraph Or select Links from the View menu The default tab in the Links window displays the Source Links a second tab displays Target Links NOTE You can move the Links window by clicking on its title bar holding the left mouse button down and dragging it to a new location You can also resize it Source Links tab This tab shows paragraphs or choices connected by links to the current paragraph Active links those currently in force because the source paragraphs are active are indicated by bold font 0512065D 0111 from 05120B5D 0112 051 20650 0112 Leave structural steel members un primed 05120B65D 0113 Galvan ze structural steel members 095000 UR 0035 Section 05120 Structural Steel Shop OSS00MSE 0008 Section 05720 Structural Steel Shop t O9S00P amp L O008 Section 05120 Structural Steel Shop me pan Target SOUrce f Paragraph Lock 1 Autosize Close Viewing Source Links NOTE If you are in a checked out section source links from other sections will not be listed SpecLink User Manual 171 172 Chapter 6 Understanding Links Target Links tab This tab shows paragraphs or choices connected by links from the current paragraph that are activated by selection of the current paragraph 0512065D 0004 to 05120650 0065 0512065D 0085 Steel Plate
7. sections are organized hierarchically you should select and edit the parent section before you include a lower level section This means for instance that you should first edit Section C before you edit Section C1 or C2 In turn C1 should be edited before you edit C11 and so forth We also recommend that performance requirements be edited first in each section before selecting text under Products or Methods of Construction Between the PerSpective Short Form and SpecLink tabs e Decisions made early in a project on the PerSpective tab are linked to the Short Form tab and selections on that tab are linked to the SpecLink tab minimizing the need for re entering data as the project moves from one phase to another e Each paragraph on the PerSpective tab that refers to products includes appropriate links to paragraphs in the related Short Form section e Paragraphs selected in the Short Form tab have links to corresponding sections in the SpecLink tab Adding Links SpecLink allows you to add links to any project but you will probably find this feature to be most useful in master project files that are used by a number of people You can add links within a single section between sections and between choice options NOTE If you are in a checked out section you will need to check the section back in before you will be able to add a link to another section SpecLink User Manual 177 178 Chapter 6 Understanding Links
8. why it has been included What do you do There are two ways to get the text out of the project e Exclude it manually e Examine the links to discover why the text was included and make necessary changes to other selections Excluding the paragraph is simple Just click on the status box until an X appears 2 The text turns from black to gray and the status columns revert to a light gray The paragraph is now inactive and does not print However exclusion of this paragraph manually or by a user added red link may mean that other paragraphs the software included are now no longer included because they were included by links from the paragraph you have now excluded If that is appropriate there is no problem However it may be better to find out why the software included the given paragraph and identify other paragraphs the given paragraph might have included To do so you will need to view its links using the procedures described earlier in this chapter NOTE If you are in a checked out section and the source links tab does not list a link to the paragraph the link is from an external section Check the section in to view the link from the external section SpecLink User Manual 185 Chapter 6 Understanding Links 186 SpecLink User Manual
9. 25 to 08630BSD 0118 eS iol xj Source Links Target Links SOUFCE gt Paragraph gt Choice 1 f Choice 2 and anchorage devices Lock 1 Autosize Close Links dialog box showing link from a choice in one paragraph to a choice in another paragraph Deleting or Overriding Links 184 You can delete user added links but you cannot delete or alter links in the master database To delete a user added link perform the following steps 1 Position the cursor in the Document Panel on the paragraph containing the link you want to delete 2 Click on the Links icon to open the Links Window and then click on the Target Links tab 3 In the Influence column click on the link you want to delete then press the Delete key You will be asked to verify the deletion When you click Yes the link will be deleted NOTE Be certain you want to delete the link before clicking Yes because you cannot UNDO this process SpecLink User Manual Chapter 6 Understanding Links Overriding Master Links You cannot delete Master Links but you can override them You should be cautious about doing so however because there usually is a good reason for the link Look at the following scenario to understand how to override master links Scenario There s some text in a section that you don t need or want or is inappropriate for the project The text has been included automatically by a green link but it seems wrong to you You don t know
10. Chapter 6 Understanding Links In this chapter you learn how to view Links both Link Sources and Link Targets understand the Links Window add a link from paragraph to paragraph add a link from choice to paragraph from paragraph to choice from choice to choice change the type of user added link delete user added links override master links and refresh links SpecLink User Manual 169 Chapter 6 Understanding Links Overview Links are the way SpecLink changes the system status of related paragraphs when you select text Links are a powerful productivity tool for improving project coordination automatically adding relevant information and excluding incompatible options You need to understand several basic concepts about the Links function We recommend that you read the Links Concepts section of this chapter before you begin using SpecLink to create a master project file Links Concepts Keep the following basics in mind when working with SpecLink Any paragraph may be linked to any number of other paragraphs both within the same section and in other sections Links can be made from the sections in the Short Form and PerSpective tabs to the SpecLink sections so that selections made early in the project time line will carry through to the later stages of the project Link sources are paragraphs that are connected by links to the current paragraph Active link sources are paragraphs that are currently selec
11. e status box of the target paragraph to a red stop sign This yellow link changes the status box of the target paragraph to a yellow triangle A choice selected in the source paragraph changes the status box of the target paragraph to a green square wur A choice selected in the source paragraph changes the status box of the target paragraph to a red stop sign SpecLink User Manual Chapter 6 Understanding Links A choice selected in the source paragraph changes the status box of the target paragraph to a yellow triangle When the source paragraph is active a choice is selected in the target paragraph A choice selected in the source paragraph selects a choice in the target paragraph For paragraphs whose status box is still neutral Ed no sources are active The sources listed in Bold type are active and affecting the current paragraph the target NOTE The influence color for links associated with target choices is always black because you cannot set the influence it is either on or off depending on the active choice For paragraphs that have been selected excluded or recommended by the software at least one source is in effect shown in bold type Link Considerations Because a given target paragraph may be acted upon by several links of different types from a number of source paragraphs the text status and related display modes are governed by a hierarchy of consequences Any text may be sel
12. ected manually at any time which overrides any links Any text may be excluded manually at any time which also overrides any links If not selected or excluded manually but acted on by one or more links of the same type the status corresponds to that associated with the link type Green Yes Red No or Yellow Maybe If not selected or excluded manually but acted upon by more than one type of link text status is determined by the following hierarchy from most to least controlling Red No Green Yes Yellow Maybe In other words one red link will override any number of green or yellow links one green link will override any number of yellow links If not selected excluded or acted upon by any links the text is available for selection by the user Because the status of a particular paragraph is dependent upon the net effect of all currently active links removal of a particular link by deselection of the source text may result in a change in the status of the target paragraph The software calculates the current status of each paragraph after each user action and displays the active paragraphs using several cues for ease of identification Active SpecLink User Manual 175 176 Chapter 6 Understanding Links paragraphs appear in a black font rather than gray the associated status columns are a dark gray rather than a light gray and the status box either has a checkmark a green link indicator or both Several speci
13. ection makes a Maybe link to the title of the referenced section Each paragraph that refers to requirements in another section makes the appropriate links to change the status of paragraphs in the related section The Table of Contents for the project is updated automatically as sections are completed including page counts Text can be viewed and selected in any order However because of links certain strategies may be more effective than others It is recommended that you start with PART 2 Products then move to PART 3 Execution and finally to PART 1 General The reason SpecLink User Manual Chapter 6 Understanding Links for encouraging this order of selection is that PART 2 paragraphs which deal with products and fabrication always have more definitive links to text in PARTs 1 and 3 than either of those parts have to text in PART 2 Between sections of the PerSpective tab e Eachcross reference within a section makes a Yes link to the title of the referenced section e Each paragraph that refers to requirements in another section makes the appropriate links to change the status of paragraphs in the related section e The Table of Contents for the project is updated automatically as sections are added to the project e Section 00840 Referenced Documents is updated automatically by links from any active paragraph that mentions a reference standard Text can be viewed and selected in any order However because the
14. f the Document Panel from the View menu choose Display Layout and then choose Sequence Number Specification In the Specification column the text of the target or source is shown to aid in verifying whether the link is appropriate or not NOTE To see the entire source or target paragraph use your mouse to grab the edge of the Links window and enlarge it or click on the Maximize button Clicking on the Autosize checkbox at the bottom of the Links window will display the entire specification text for each paragraph without resizing the window Source The Source information at the bottom of the Links window indicates whether the source of the current link is a paragraph or a choice If the source is a choice the window includes a diagram that identifies the choice group the values of the choice group and the value of the source choice Target The Target information at the bottom of the Links window indicates whether the target of the current link is a paragraph or a choice If the target is a choice the window includes a diagram that identifies the choice group the values of the choice group and the value of the target choice NOTE Click Close to close the Links window The next time you open it the window will reappear in the same size and location on the screen Types of Link Influences Consistent with the SpecLink color coded method of selection the types of Link influences are also color coded SpecLink
15. fic types of links provide intelligence in SpecLink Within each SpecLink specification section Product specification text in Part 2 makes Yes links to appropriate installation requirements in Part 3 and relevant Part 1 requirements such as submittals and quality assurance provisions Mutually exclusive choices among products or installation methods each have No links to the conflicting options so that selection of any one of them automatically excludes the others Selection of text that contains a reference to a reference standard citation in Part 1 makes a Yes link to the reference citation Within each PerSpective section Performance requirements at a paragraph level frequently include Yes links to subparagraphs that state the criteria and means of evaluation Performance requirements frequently include Maybe links to requirements for substantiation of performance Mutually exclusive choices among performance requirements product choices or methods of installation each have No links to the conflicting options so that selection of any one of them automatically excludes the others Selection of a product in a Use list automatically excludes the same product from a Do Not Use list and vice versa Selection of a method of construction in a Use list automatically excludes the same method of construction included in a Do Not Use list Between sections of the SpecLink tab Each cross reference within a s
16. nderstanding Links When two sections are open one is always the current window the title bar is a different color You can switch back and forth between them and as long as you don t click in any text cell the cursor positions stay the same in each 5 When the target paragraph is visible use the RIGHT mouse button to drag from the status columns of the target paragraph to the Links Window Until the mouse is over the Links window the mouse arrow changes to a circle and bar symbol 6 Continuing to hold the right mouse button down drag the cursor to the upper window of the Target Links tab of the Links Window and release the mouse button When the mouse is in the proper part of the Links window the mouse pointer changes to a hand with a sheet of paper The link is built automatically and appears in the Target Links listing By default the influence is green 1114 af E Protective Back Coating Aiturminoic coatee FS TT Add Tuna Il Fasteners Stainless ct EE Ec eee ee Flashings 0 063 inch tr concealed fastening met Flashings inch t emit fastening YF Form cured skylight raft Rigidly fit and secure joit connections that are flus Target Fabricate components te Paragraph spacing around perimete i O Choice 1 Maintain continuous air inside pane of glazing cc Drain to exterior any wat or migrating moisture oc Prepare components to anchorage devices will b Adhere glass to glazing shop Field glazing of tre
17. ossible 3 To see both windows at the same time click on Tile Vertically or Tile Horizontally under the Window menu 4 Create links as described above Links from Choices You can also add links e from Choices to Paragraphs e from Paragraphs to Choices and 180 SpecLink User Manual Chapter 6 Understanding Links e from Choices to Choices You can link a choice to another paragraph For example if a choice has two options you can link the first value to one paragraph and the second value to a different paragraph You can also link a paragraph to an embedded choice and link choices to choices Adding Links from Choices to Paragraphs 1 Click in the paragraph with the embedded choice group 2 Add a link to a target paragraph See Adding Links from Paragraph to Paragraph 3 Click on the link you just established in the Links Window The lower part of the window lists the available choices in the paragraphs 08630BSD 0125 to 08630B5D 0118 FE D x Source Links Target Links a 08630B5D 0118 Anchorage Devices Type SOuUrce Paragraph Paragraph gt Choice 1 gt Choice 1 Choice 2 l Lock 1 Autosize Close Links Window showing choices in Source and Target paragraphs 4 Under Source select the choice group that contains the choice you want then select the choice value to become the source of the link A black diamond appears to the left of the arrow in the upper panel indica
18. ted and active in the project so that their links to all paragraphs including the current one are in force Link targets are paragraphs that would be affected by links from the current paragraph if it were selected Only one link may exist from any source paragraph to a given target paragraph except that there may be multiple links to choices within a paragraph Active links appear as bold in the Links dialog box A paragraph may be the target of any number of links from multiple source paragraphs Links act in one direction only and do not result in reciprocal linkage For example a paragraph that automatically selects another paragraph is not selected automatically if its target is chosen first a separate link acting in the opposite direction would be necessary and this may not always be appropriate When in a checked out section to view links to or from external sections you will need to check the section back in Links from other sections will remain in effect however you will not be able to view the link source in the Links dialog box For more information on the Section Check Out feature see Chapter 9 Now look at the basic components of Links 170 SpecLink User Manual Chapter 6 Understanding Links The Links Window Viewing Links The Links window is a floating window that can be resized and relocated on the screen Use the Links button on the View Toolbar to open the Links window or use the Links command
19. ting that a choice is the source of the link SpecLink User Manual 181 182 Chapter 6 Understanding Links 08630B5D 0125 to 08630BSD 0118 me iok Source Links Target Links SOuUrce gt Paragraph Choice 1 Choice 2 and anchorage devices cf None MIA l Lock 1 Autosize Close Links dialog box showing user added link from choice to paragraph Adding Links from Paragraphs to Choices The process is similar to adding links from choices to paragraphs except that you cannot alter the influence of this type of link which is always a toggle 1 Put your cursor on the source paragraph 2 Add a link to a target paragraph containing the choice group you wish to influence See the Adding Links from Paragraph to Paragraph section in this chapter for details 3 Click on the link you just established in the Links Window Detailed information on the source and target paragraphs for the selected link appears in the lower part of the window 4 Inthe Target panel click on the choice group containing the link you want to toggle then click on the choice value SpecLink User Manual Chapter 6 Understanding Links 08630BSD 0125 to 08630BSD 0118 E loj x Source Links Target Links gt Paragraph Choice 1 9 exposed to view if concealed l Lock 1 Autosize Close Links dialog box showing link from paragraph to choice Adiamond appears to the right of the arrow in the Influence column
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