IHS Standards Expert TM QuickStart Tip Sheet - The Basics

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IHS Standards
ExpertTM
QuickStart Tip Sheet - The Basics
Accessing IHS Standards Expert
Search Tab
You can log into IHS Standards Expert from the IHS
The Search tab of the IHS Standards Expert application
home page at http:\\www.ihs.com or, if you log in from an
provides the fields and filters required to perform a basic
Intranet, simply select IHS Standards Expert from the
and advanced search.
Main Menu.
The personal profile section of the screen provides quick
links to your Favorites list, Watch Lists, any document
Alerts that have occurred since the last time you logged in,
and any Recently Viewed Documents.
The IHS Announcements section is a means of
communicating the latest application or content information
to IHS Standards Expert end-users.
Registration
If you have not registered, the User Login screen displays
prompting you to register. Click on the Register link to go to
the User Registration screen to enter your profile
information. You only have to enter this information once.
A cookie is set on your machine and you will not be
prompted to register again.
If you HAVE registered, but your cookies have been
deleted or you are logging in from a different machine,
simply enter your email address and click Submit. The
IHS ERC Main Menu displays and you can select IHS
Standards Expert.
Engineering Support Tool > IHS Standards Expert - Basics Tip Sheet
IHS Standards Expert Tabs Overview
IHS Standards Expert Tabs Overview (continued)
The IHS Standards Expert application is developed in a
(My Account - continued)
tabbed format to provide quick access to the major features
User Preferences (Date and Result Count Display,
and functions that make IHS Standards Expert a valuable
Recently Viewed Documents, Title and Language
standards management tool.
Display, Document Language Display, Search Filter
options, DOD/ANSI Display), Subscription
Information (list of standards collections to which you
subscribe), and Purchase Tracking information.
Tabs Overview:
Training & Support - The Training & Support tab
Search - The Search tab is the main search page and
provides information and links to IHS tools that
also displays when you first log into the application. It
enhance the IHS Standards Expert product. It includes
provides the fields and filters required to perform a basic
the following sections: Help, Tips, What's New, Related
and Advanced Search. It is also the tab that displays the
Links, Contact Us, Training/Demos, and FAQs.
search results.
Favorites - The Favorites tab contains a single list of
documents that you can quickly access. Documents can
Additional Menu Options
be added to your favorites list from search results, the
The top navigation options provide additional links to the
Document Details tab, when viewing the actual
IHS Standards Expert application and other Engineering
document, the Document History list, and a Table of
Resource Center (ERC) options.
Contents section.
Watch Lists - The Watch Lists tab allows you to set up
The top navigation options are:
personal and shared document lists, which provide a
method for you and/or your project team to quickly
Home - Click the Home link to return to the main
retrieve frequently needed documents. Watch Lists can
Search tab when you are on other IHS Standards
help you stay on top of regulatory and contract
Expert screens
compliance issues.
Help - Click the Help button to launch a Flash version
Alerts - If you have registered as a unique user, you can
of the Online Help in a secondary window. The Online
save a document to your Favorites list or Watch List, and
Help provides you with detailed information on the
then set up an alert. This will send you an email or place
features and functions of IHS Standards Expert.
a notice in your personal profile section informing you
Support - Click the Support button to open a
that the document has been modified by the authoring
secondary window with IHS Engineering Customer
agency or organization and has updated in the IHS
Support information.
Standards Expert database.
Shopping Cart - Click this link to view documents that
Table of Contents - If you subscribe to American Society
you have purchased, or have put in your shopping cart,
of Mechanical Engineers (ASME) Boiler and Pressure
which are not in your regular subscription or that are
Vessel Code (BPVC), Engineering Sciences Data Unit
available only in hard copy format.
(ESDU), or Minerals Management Service (MMS)
IHS Menu - When you click on this button, you are
Referenced Standards collections, the Table of Contents
returned to the ERC Main Menu, which allows you to
tab provides an expandable folder structure that allows
select other IHS products to which you subscribe,
you to navigate through these collections.
change your profile information, log in as a different
My Account - The My Account tab provides information
user, or log off of the ERC system.
about your account, user preferences, and subscription
Logout - This option logs you out of IHS Standards
information. The options include: User Information
Experts and out of the ERC system.
(personal profile information and account information),
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Engineering Support Tool > IHS Standards Expert - QuickStart Tip Sheet
Basic Search Filters
Advanced Search Filters
A basic search is done by entering criteria in the Document
The Advanced Search filters provide further refinements to
Number or Keyword field and including (or excluding) other
your search criteria. Any combination of filters can be used
basic search filters to refine your results. Any combination of
in addition to the document number or keywords you
filters can be used. Basic search filters are found under the
enter. Some filters may not apply to the document for
Search tool bar. The double arrows allow you to expand or
which you are searching, such as ICS or FSC codes.
collapse the filter options.
The What's This link is a simple pop-up with a brief
description of the Advanced Search filters.
If you click on the more... link for these filters, a secondary
Basic search criteria include:
window displays with a list of items relevant to the filter.
Document Number or Organization - You can enter
You can select one item or multiple items. The Advanced
document numbers that contain alpha and/or numeric
Search filters include:
characters, such as MIL-DTL-17. Alpha characters can be
entered as either upper or lower case. You can also
Organization - This filter restricts the search to the
include an organization acronym in your document number
selected authoring organizations.
search, such as ASME B31.3
Status - This filter allows you to select status types
Keywords - Enter a keyword or a string of text, such as
other than Active. These status conditions are assigned
steel gate valve to search all of the document Titles and
by the authoring organizations to indicate the status of
Abstracts. The Titles and Abstracts check boxes are
a document.
selected by default.
Standard Class - This filter includes military and
Titles - When selected, this searches the titles of every
federal documents and/or documents from a specific
document in the IHS Standards Expert database for the
industry. Standard Class documents are associated
keyword(s) you entered.
with the organization type that authored or adopted/
Abstracts - When selected, the application searches the
approved the document.
text of abstracts for the keyword(s) you entered.
Date Range - A date range filter allows you to limit
All Document Text - When selected, a search is
your search criteria to a specific date range for the
performed on the entire content of all PDF documents for
posting of a document or by the authoring
the keyword(s) you entered.
organization’s publication date.
Active Status - By selecting the Active Status filter, search
ICS Code - The International Classification System
results are limited to only those documents that the
(ICS) for standards is a broad subject classification
authoring organization has labeled as Active.
structure for international, regional, and national
My Subscription - By selecting the My Subscription filter,
standards. The system was created by the International
search results are limited to only those documents to which
Organization for Standardization.
you subscribe.
FSC Code - The Federal Supply Classification (FSC) is
Most Recent Revision - Most Recent Revision documents
a four-digit code assigned to all U.S. Government
are the most current version of that document as issued by
standardization documents. Items that are similar in
the authoring organization. In some cases, the most
physical or performance characteristics are
current version of a document is cancelled, inactive, or
requisitioned together or grouped together for supply
withdrawn.
management purposes.
Favorites - By selecting the Favorites filter, search results
IHS Segment - The documents in the IHS Standards
are limited to only those documents on your Favorites list.
Expert application have been categorized into
Go to ASME BPVC Table of Contents - This links to the
segments to refine the organization of the documents.
Table of Contents tab that has expandable folders and
In some instances, the segment and organization may
pages for ASME BPVC, ESDU, and MMS publications.
be the same.
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Engineering Support Tool > IHS Standards Expert - QuickStart Tip Sheet
Search Results
After you initiate a search, the results are displayed in a
table format with your search criteria at the top of the list.
The number of documents retrieved is displayed in the
upper left corner of the table.
Any time you add new search parameters with a search
filter or refined document number or keyword, the counts
are adjusted accordingly. If you want to remove a search
filter, click on the red X for that filter.
In addition, you can sort results by clicking on the
Document Number, Status, or Date column heading.
The following information is available from the results list:
View - Click on the View icon to go to the View
Watch Lists (Add) - Click this link if you want to add
the document to a Watch List you have already created.
Documents tab where an IHS Terms & Conditions
Download Results - Once you have performed a
notice displays. To view the document, click Accept and
search, you have the option to download and save the
a PDF image of the document opens with Adobe Acrobat
results as a .csv spreadsheet file. The number of
Reader. From here, you can access Recently Viewed
downloadable results is limited to one thousand (1000)
Documents, other documents within the Revision Group
records.
(if applicable) or standards that are referenced within the
Recently Viewed - When you View a document, it
document you are viewing. Click the Document Details
places it under the Recently Viewed list that appears
tab to view summary information about the document.
on the home page in the personal profile section and
Details - Click on this link to go to the Document
within the left-hand navigation panel on other screens
Details tab to view a Document Summary, an Abstract
throughout the application. These are active links that
(if available), and History information about the
allow you to quickly access documents you have
document.
already opened and viewed. The default (and
History - Click on this link to go directly to the
document’s history information section on the
Document Details tab.
Favorites (Add) - Click this link if you want to add the
maximum) saves ten documents, but this can be
modified under User Preferences on the My Account
tab. As you view more documents, they replace the
previously viewed 10 documents
document to your Favorites list.
For More Information About IHS Inc.:
Worldwide
+1 303 397 2896 (USA/Canada)
U.S.
800 716 3447
Web
www.ihs.com
PSM-09-022 PDF 0709 1107