The term "direct conversion" is fine.  I prefer to call the "substitution" 
process "metrication" or metric design.
It is what we should be doing going forward.




________________________________
From: "Ressel, Howard (DOT)" <[email protected]>
To: U.S. Metric Association <[email protected]>
Sent: Tue, May 3, 2011 11:19:38 AM
Subject: [USMA:50416] Conversion vs. Substitution (formerly hard vs. soft 
conversions)


Now that the new American National Standard for Metric Practice, dated April 
11, 
2011, commonly referred to as SI-10 has been published, I want to share one of 
the newer concepts that was included in the appendix to the document.  When our 
office started to convert, we underwent much training and learned the terms 
hard 
and soft conversion.  It was the hardest concept to teach and many of my 
colleagues often mixed them up. I came up with a new terminology which seems to 
be more logical, that of conversion vs. substitution. 

Transitioning from traditional inch-pound units to SI requires changing 
quantity 
values from one system to another. This can be done by direct conversion 
(formerly soft conversion), using commonly published and defined factors to 
multiply the inch-pound unit to an SI value. For example, 7 feet converts to 
2.1 
m. The rules for rounding and accuracy should be appropriately applied 
depending 
on the application. The choice of conversion units would also be dependent on 
the need. A scientist or engineer may use a universally accepted standard 
conversion factor found in a standard such as SI-10, a homeowner converting a 
number to measure a room to purchase a carpet might look up a number on the 
internet or a textbook. The concept is still the same; conversion is the direct 
mathematical equivalent of the number in the other units.  

The other transition method uses substitution (formerly hard conversion). In 
substitution, a new rational metric size is used for the value of the 
measurement for the item being converted. While conversion maintains the 
original standard value, substitution defines a new standard value for the 
measurement. Substitution should not be confused with rounding. Substituted 
values can be defined in many ways. It may be set by a national or 
international 
standard organization.  There might be a causal substitution, for example that 
of a small manufacturer deciding to package products in 0.5 l jars instead of 
20-ounce jars. 

Whereas conversion will generally accommodate full compatibility between 
existing and new items, substitution may require modification or transitions 
for 
compatibility to occur. Ideally, substitution would be used for every product 
we 
purchase or use but compatibility issues, tradition and costs will probably 
require conversions for years to come.  One quick example, a 4.5 oz tube of 
toothpaste sold as a 125 g tube is a substitution, toothpaste sold, as a 127.6 
g 
tube is a conversion. Generally, conversion should be used when items must fit 
together and not all the standards have been changed, but substitution should 
be 
used when the entire item can be specified in a new rational manner.
The terms conversion and substitution should be used to clarify between a 
direct 
conversion of a measurement and the choice of a new rational size for an object 
or value. The older terms hard conversion and soft conversion should no longer 
be used. 

 
 
 
 
Howard Ressel
Project Design Engineer
NYSDOT
1530 Jefferson Road
Rochester, NY 14623
585 272-3372

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