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

 Conditions

 Treatment recommendations

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

weights

pulleys

pins

springs

 

locks & latches

 

frame

exterior casing & brick mold

sills (drainage)

headers

interior casing

parting beads & stops

stool
alignments

weather-stripping

cushion strips
backing/sticking
fasteners
alignments

storm windows

wooden
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. pattern of the openings and their size

  2. proportions of the frame and sash

  3. configuration of window panes

  4. muntin profiles

  5. types of wood/ metals

  6. paint colors

  7. characteristics of the glass

  8. 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