Window

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Window & Door Survey Template  Building:  Location: 

Client: 

Assessor:  Date: 

Documentation 

Photographs  elevations details Drawings elevations  sections  types  details  Descriptions   Window types & style double hung; (9/6) casement: (2W/6H) fixed: (3W/2H) Frame inside dimensions outside dimensions

 

dimensions and profiles of sills, stools, casings, mullions Sash dimensions (width, height, thickness) profiles (muntins, stiles, rails) wood species Panes glass dimensions glass types Hardware and counter-balance system Dimensions inside dimensions outside dimensions dimensions and profiles of sills, stools, casings, mullions Age/ group For large surveys, establish code system, spreadsheet chart, drawings   For each opening, identify by: Elevation Floor Location Purpose (window, door, vent, other) 

Door configuartions hinged single hinged double sliding

 

  Door types

flush

panelled

panes other Door materials  wood  metal  composition  polymer  glass 

Door casings & thresholds inside dimensions outside dimensions dimensions and profiles of casings, thresholds, panel moldings

Age/ group

 

Sample spreadsheet  Features  sash  bottom rail top rail side stiles muntins panes cames supports & wires glass cracks holes broken missing bulges soil & corrosion glazing compound/ putty points paint/ finish previous repairs alignments balance system sash cords

Conditions 

Treatment recommendations  

 

eights pulleys pins springs

locks & latches

frame exterior casing & brick  mold sills (drainage) headers interior casing parting beads & stops stool alignments eather-stripping   cushion strips backing/sticking fasteners alignments  storm windows  ooden stiles top rail bottom rail muntin hinges hooks

 

side clamps alignments  aluminum stiles rails corner angles panes gaskets spring clips frame sides tracks tops bottoms drains alignments  screens  frame sides top bottoms stretchers wire screening holes & tears edge separation sag fasteners alignments

shutters stiles rails slats panels hinges

 

latches dogs position alignments

Condition Classifications  G - Good condition  F - Fair condition  P - Poor condition  M - Missing  Treatment Classifications  1. no intervention  2. clean, scrape & repaint (Repair Class I)   3. minor repairs (re-glaze & re-putty) (Repair Class II)   4. major repairs - replace wood (Repair Class III)   5. reproduce/ replace

 

 

Numbering Systems and Codes  Simple method  N/2/10/A/2  elevation/story/#/condition/ treatments  Common Conservation Strategies  Sash- repair or replace decayed or broken rails, muntins, stiles as required   - duplicate molding profiles, dimensions, species, joinery   Glass - replace broken & missing panes (maybe replace cracked glass)   Putty - replace missing and deteriorated putty (if more than 1/3 poor, consider replacing all)  Paint - refinish deteriorated coatings to protect wood & putty, slightly lap paint onto glass to obtain seal   Balance system - replace broken or frayed sash cord   Functionality - remove excess paint from sash sides, frames, parting beads   - plane only if necessary to relieve structural changes   - coat bare wood with wax or clear sealant  - adjust locks & latches & counter-balance systems   - open weep holes at outside sill   Sills- refinish to keep out moisture   - heavy checking or decay may require consolidation and filling prior to painting, in extreme cases sill may require replacement   Interior sash  weather strip to insure tight seal to inside, heated air   Storm windows  inspect & repair to improve functionality 

 

exterior - (little infiltration, positive drainage)  interior - tight air seal ( allow outside sash to breathe)   Weatherization felt vinyl strips metal strips foam strips clay cord removal caulking Replacements  only if missing or beyond repair Document existing conditions If necessary, match dimensions, design, molding profiles for replacement

 

Document existing designs 1.  2.  3.  4.  5.  6.  7.  8. 

pattern of the openings and their size proportions of the frame and sash configuration of window panes muntin profiles types of wood/ metals paint colors characteristics of the glass associated details (shapes, trim, frames, interior and exterior)

Prepared by Prof. Thomas Visser for HP 307 Architectural Conservation II  University of    Vermont Historic Preservation Program 

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