WEBVTT
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In this module, we are going to focus on the
requirements for inserting and managing
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Tailoring Options within a Unified
Facilities Guide Specifications (UFGS) Master
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. Tailoring Options are designed to make
project specification editing easier.
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We tailor specifications to allow the
selection of an agency or agencies, project
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methods such as Design-Bid-Build or
Design-Build, location, and/or products.
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Tailoring allows the designer or editor to
exclude various requirements, thereby
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pre-editing a guide specification to remove
requirements that do not exist in the project
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and simplify customization.
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Use Tailoring Options when alternative but
equal systems or requirements appear
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throughout the guide specification, such as
when one agency has an automated system and
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the other agencies do not.
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Other examples would be to choose between
iron, copper, or plastic pipes or selecting
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one or two paint systems out of 30.
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For the purpose of this training exercise, I
removed all of the existing Tailoring Options
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to demonstrate the various lessons for
inserting them within the Master
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Specification Section.
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Before we begin our lesson, I would like to
review some guidelines you should follow when
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adding new Tailoring Options.
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First, keep the Tailoring Option name simple
and do not make them too long, as they should
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only be one to three words.
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Secondly, avoid using additional punctuation
marks, such as commas or slashes.
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Commas separate, and define multiple
Tailoring Options and must not be used as
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part of the Tailoring Option.
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For instance, when adding "PIPES,COPPER", it
would create two Tailoring Options, one for
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Pipes and the other for Copper over the same
text.
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This would also be true when adding
agency-specific Tailoring.
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Lastly, avoid using acronyms as much as
possible; spell it out so it is easy to
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understand. If you cannot avoid using
acronyms, then define them in the General
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Note at the beginning of the Section.
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Let's start by adding Tailoring Options.
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When adding Tailoring Options, you will
always start by selecting the item to tailor
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first. We are going to begin by adding a
Tailoring Option for Air Force, Army, and
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NASA around 1.1, 1.1.1, and 1.1.2.
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Let's go ahead and highlight the three
subparts.
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As you see, I started highlighting before
the beginning tag and stopped
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highlighting after the ending
tag.
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To insert a Tailoring Option, we can either
select the Insert Menu
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and select Tailoring, Add Tailoring Option
or we can mouse-over the highlighted area,
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right-click and select Insert Tailoring.
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Before we start adding the Tailoring
Options, let's discuss the Tailoring Options
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window. The field below Tailoring Option is
where you would enter the new Tailoring
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Option. The area directly below is where the
existing Tailoring Options within a Section
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would be listed.
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The field below Current Options will display
the details of an active Tailoring Option.
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In order to see this information, your
cursor must be positioned within a current
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Tailoring Option in order to add or remove
Tailoring Options.
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Now that you understand the functions of the
Tailoring Option window, let's enter "
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AIR FORCE,ARMY,NASA". Previously, I mentioned
that commas are used to define multiple
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tailoring options, so as I was entering the
new Tailoring Options, I separated each one
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with a comma and no space.
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Now that we have the Tailoring Options
entered, select OK.
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The font color of a Tailoring Option is
teal, which distinguishes it from other
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elements within a Section.
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In some cases, Tailoring Options can often
encompass large amounts of text, so you're
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not always sure what Tailoring Option you
may be reviewing or editing.
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You can simply mouse-over the text to see
the Tailoring Option.
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Let's navigate to subpart 1.5.1.
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Within the paragraph, I would like to add a
Tailoring Option for Hydrants.
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In the last sentence of the paragraph, I'm
going to place my cursor before the word
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"and", and enter "hydrants, ".
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Now I'm going to highlight "hydrants, " and
the following comma and space.
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When adding Tailoring Options, always make
sure to include the appropriate punctuation
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and spacing within the Tailoring tags so
that when they are removed, the designer or
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editor does not have to go through the
Section correcting the punctuation and
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spacing. Now let's right-click and select
Insert Tailoring, enter
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HYDRANTS and select OK.
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When you need to add multiple Tailoring
Options within a paragraph, pay close
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attention to the punctuation and spacing and
always test your work to ensure proper
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alignment. To do this, either go to the View
Menu and select Tailoring, or right-click on
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an area of a Section that does not contain
Tailoring tags, and select View Tailoring
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. From the Tailoring Options window, you will
click on the Tailoring Option you want to
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temporarily hide, so let's click on
"HYDRANTS" and select OK.
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As we examine the paragraph, we no longer see
'hydrants' as the option was hidden and is no
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longer a part of the sentence, and the
punctuation and spacing is correct.
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Always make sure to Unhide them as you
complete your testing.
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Now I'd like to show you the correct way to
add Tailoring Options around the last
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paragraph of a subpart so the Tailoring Tag
encompasses the blank line.
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Let's navigate to subpart 2.3.2 and scroll
up so we can see the
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last paragraph.
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Now place your cursor before the beginning
tag and highlight, stopping just before
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the ending tag.
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Right-click and select Insert Tailoring.
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Below the Tailoring Option, let's enter
"SERVICE LINES", and
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select OK or press Enter.
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Making sure that you include the proper
spacing within the Tailoring tag prevents
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unnecessary cleanup once the Tailoring
Options are removed.
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In some cases, you may find that you need to
modify an existing Tailoring Option to either
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remove one of the options, add an option, or
red-line an existing option.
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Most users think that they have to delete
the existing Tailoring Option and then
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reinsert it, which can be time consuming,
frustrating, and unnecessary.
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In order to demonstrate the best approach,
let's navigate to subpart 3.2.1.
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Before we begin, I wanted to bring your
attention to the placement of the Tailoring
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tag. Normally, the tag would be placed in
front of the beginning tag, but in this
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case, there is a Technical Note that needed
to accompany the text paragraph, so in this
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case, the Tailoring tag began before the
beginning tag and ended before the
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beginning tag of the following
paragraph.
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When the Tailoring is removed or hidden, both
the Technical Note and associated paragraph
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will be also.
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Let's go ahead and modify the Tailoring
Option.
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As you see, we currently have a Tailoring
tag for AIR FORCE, ARMY and NASA, but we need
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to change NASA to NAVY.
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This is a two-step process in order to
remove one option and add the other option.
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In order to do this, place the cursor within
the Tailoring Option, go to the
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Insert Menu, select Tailoring, and choose
Remove Tailoring
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Options. When the Remove Tailoring Options
window opens, the Tailoring Options will be
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displayed below Current Option.
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Before making changes, always verify these
are the ones you want to modify.
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Let's go ahead and select NASA and select
OK.
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As we examine the Tailoring tag, you will
see that it now only reflects AIR FORCE and
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ARMY. Now we are going to add Navy.
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So let's go back to the Insert Menu, select
Tailoring, Add
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Tailoring Options, and enter NAVY, then
select
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OK. The Tailoring tag now reflects AIR
FORCE,ARMY,NAVY.
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Modifying the Tailoring tag is much better
than going through the trouble of deleting
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the tag and adding it back in.
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As we continue, we are going to use a
different technique to Tailor the last
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paragraph of this subpart for Air Force,
Army, and NASA.
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Let's position our cursor before the
beginning tag and highlight, stopping
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just before the beginning 00:09:59.300
. Mouse-over the highlighted area,
right-click and select Insert Tailoring.
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This time, we are going to select the
Tailoring Options from the list.
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Just as in Windows Explorer, we can use the
Shift key to select consecutive options or
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the Ctrl key to select Non-consecutive
options.
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Let's go ahead and hold down the Ctrl key
and select AIR FORCE, ARMY,
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and NASA.
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Now release the Ctrl Key and select OK.
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As you see, we have all three options within
our tag.
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With a Formatted Table, you should apply
them to the entire table and they must be
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positioned correctly.
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The beginning tag must be on the
same line as the Formatted Tables beginning
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tag and the ending tag
must follow the ending tag.
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As we complete this lesson, I would like to
stress how important it is to test Tailoring
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Options after insertion in order to ensure
the proper spacing.
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Since Tailoring is so complex, we cannot
provide examples of all the different
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applications in which you may need to insert
Tailoring, but now you have the foundation to
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insert them properly.
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When preparing a UFGS Master, it is
imperative that you refer to the Unified
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Facilities Criteria (UFC) Unified Facility
Guide Specifications (UFGS) Format Standard
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UFC 1-300-02.
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A link to this document is provided on the
e-Learning Modules page under the Resources
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section. This completes the lesson on
Inserting and Managing Tailoring Options
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within a UFGS Master Section.
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To learn more, please continue to the next
module of your choice.