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tags:
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- estimating
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- software
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---
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# Estimating Ergonomics
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## More Optimal Patterns
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It must be noted that, while these optimizations are better patterns than those of traditional applications,
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the bigger problem with those applications is their suboptimal implementation of those patterns.
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If you could just do what they're trying to do correctly,
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you probably wouldn't need all these optimizations anyway.
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### Sketch-Based Lookup
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A better use for computer vision in estimating
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is sketch based assembly lookup.
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Probably the the biggest hang-up in the workflow
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is searching through available assemblies and items based on text,
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which has a number of problems,
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mostly that names, in electrical material for certain, are practically meaningless.
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Trade names are incorrect, and there are often many different names for the same item.
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Basically, there's just so many problems with text-based lookup as a rule.
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That sketching and handwriting recognition would be more idiomatic.
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To draw lines, angles representing bends, squiggly lines representing flexible conduit.
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All things that are common conventions that estimators are probably drawing in their workflow anyway.
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Many parts of the estimating workflow would be greatly benefited
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by the sort of non-traditional interface that Ink & Switch promotes.
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Traditionally estimating software is all tables and forms.
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Suppose you were to sketch a takeoff indicating a run
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1. from a panel
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2. up to the ceiling
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3. across the building
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4. down to a disconnect
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5. out through a flex connection
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6. to a piece of equipment
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that's a very complex assembly,
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and despite how common it is,
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it can be very difficult to to get exactly that from databases.
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But you draw that that sketch and it creates a graph of all the primitive parts of that assembly.
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It includes the panel and the equipment
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on the off chance that you actually want to install them or haven't included them elsewhere.
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All this on a graph in that same interface where you drew the sketch.
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With the same stylus you used to draw the sketch,
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you just cross out the panel, the equipment,
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the parts that that you didn't want to include.
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1. Draw a line from start to end.
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* A canvas appears on top of the plans.
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2. Sketch the desired assembly with predetermined conventions.
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3. Draw a checkmark to confirm
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* A render of the interpreted assembly appears
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4. Draw a second checkmark to select.
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A Non-Traditional Computing approach (journal-type, heavy-stylus-use),
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would would be great here, too.
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Keyboards as a takeoff input device are an anti-pattern.
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Every time you're entering data is an interruption.
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But perfect for that would be drawing takeoffs on the on the prints
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then using stylus based interaction patterns to edit them.
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Lasso selecting groups of takeoffs to change aspects of them.
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There is so little typing necessary.
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Everything that you're typing is just short descriptors
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that, in a lot of cases, don't even need to exist.
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the language exists purely to roughly communicate ideas
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that are intuitive in even a crude sketch.
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Estimating is a perfect use case
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for a purely stylus and handwriting recognition based workflow,
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probably more perfect than whatever Ink & Switch is using.
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### Spatial Indexing
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Scope exists in a three-dimensional space,
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more if you suppose phases and bid options
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as having a position on time and decision space axes respectively.
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The most idiomatic alternative to time-indexed takeoffs
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would be to represent them in the space of the drawings,
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then only extend them as necessary.
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## Flaws of Traditional Patterns
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### Required Hyper-Specificity
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The reason that it's such a big deal to change between 1-hole straps and and unistrut straps
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is because it takes so long to do.
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If it was as simple as it is to visualize,
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which it could be if you were drawing these things and it was being interpreted,
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rather than having to explicitly specify every aspect of what you wanted.
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Then that would make a huge difference.
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In the (granted, limited) market segment that we've worked in,
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I use ~10 assemblies on a regular basis.
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That makes up 99% of the work.
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Why are there hundreds in in our database?
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They just need to be better.
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You could probably get away with hard coding some of this,
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even if that irks me,
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if they were good.
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It's just that it doesn't seem to be a goal
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that Trimble or anybody else has.
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### Enforced Linearity
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Something that I've realized that really bothers me
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about the the traditional methods
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(e.g. database-based takeoff, audit-trail-type-abstraction)
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is the the *enforced linearity*,
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which is at odds with the reality of takeoff.
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No matter how you slice it,
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the user is thinking about your takeoff in some linear fashion.
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Whether it's the takeoff creation date, or however they've sorted it,
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Really date is the only useful measure,
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but it's also useless, because you forget stuff.
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The fact that forgetting something
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totally disrupts a previously logical timeline of takeoffs
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means that you stress about every single takeoff;
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Instead of being in a flow state,
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you have to be thinking 10 steps ahead.
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I mean, I do, because I care about that sort of thing.
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I suppose other people may not be as concerned,
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but that doesn't really justify it.
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The problem is that there's nothing linear about electrical installations,
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at best it's a directed acyclic graph.
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You can almost represent that linearly
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if you go down each branch to the end and then pick a new new line,
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but that's unideal.
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### Assumed Finality
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While they may support a multitude of creative methods to create takeoffs,
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traditional methods are rarely as convenient when it comes to modify those takeoffs,
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as is frequently necessary as in the case of mistakes and revisions.
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