Use tags

00:01

In this video, we will cover selecting the appropriate tag to place tagging elements and adjusting tag properties.

00:12

In the ground floor electrical plan view several components have been placed.

00:18

We can now tag these components, on the annotate ribbon in the tag panel there are several tag tools that can be used on the M. E. P. side.

00:29

Tag by category will tag individual components.

00:33

Whereas Tag All will tag multiple components.

00:37

Either all the components of a specific category or all the components that are selected.

00:45

There are also tools to place room tags and space tags.

00:50

Let's start with tag by category.

00:54

When you activate this tool, there are several options on the options bar, to begin click tags.

01:03

This opens the loaded tags and symbols dialog, here.

01:08

You can see the tags that will be used for the various categories of elements.

01:13

For example, for electrical equipment the panel name tag will be used.

01:19

And for electrical fixtures the electrical device circuit tag will be used.

01:25

If there are multiple loaded tags, you can click in the field and expand the drop down and select the appropriate tag.

01:33

If the tag you want to use is not available, you can click Load Family and then load the tag into the project.

01:42

I'll click OK for now.

01:45

Next in the options bar you can choose whether or not to include a leader.

01:51

I'll d select this option and then I'll move the cursor over components in the model.

01:58

As I move over various components, you can see different tags populate in the model,

02:05

and if I click a tag is placed, if I want to include a leader, I can select leader in the options bar.

02:15

I can then choose whether the leader has an attached end or a free end.

02:21

With attached in selected you can simply click and a tag will be placed with a leader.

02:30

With Free End selected you can click to place the end of the leader,

02:34

and then you can click again to place the elbow location and then click again to place the tag.

02:42

I'll click modify to end the command with the tags still selected, I can adjust the end of the leader or the elbow with the dot controls.

02:53

Since this tag was placed with the free end, there's a dot control at the end and you can use it to place the tag leader location wherever you want.

03:04

The tag that was placed with an attached end does not have a dot control at the end.

03:10

It remains attached to the component depending on where the tag is located.

03:16

You can still adjust the elbow location and the tag location,

03:21

and if needed, you can change the leader options in the options bar, you can remove the leader altogether or you can change it to a free end.

03:35

Additionally, when you click Edit Type,

03:38

you can choose a leader arrowhead as well as specify any other type properties that have been created for the family.

03:47

When you click on the leader arrowhead field, you can expand the drop down and select an arrowhead.

03:53

I'll choose one of the arrow options and then click OK.

03:58

When I do an arrow has been added to all tags of this type that are using a leader.

04:05

So you have to be aware when you are enabling or modifying type properties.

04:14

Next, on the annotate ribbon.

04:17

In the tag panel, I'll click Tag All, this opens the tag all not tagged dialogue.

04:25

In this dialog, I can select a category of elements to tag all components of that category.

04:32

For example, I'll select lighting fixture tags and then click OK.

04:39

When I do, the tags have been placed on all the lighting fixtures that were not previously tagged.

04:48

Back in that dialogue be aware that you can change the tag that's used.

04:53

And so if the appropriate tag was not selected, you could click undo and then select that.

05:01

I'll click cancel and then I'll zoom in here to the electrical room.

05:08

I'll select the – I'll use a window and select the electrical panels and transformer along with other components here in the model.

05:17

And then I'll switch to the annotate ribbon and click Tag All again.

05:22

This time since I have components selected, the option only selected objects in current view is available, I'll leave that selected,

05:32

and then I can choose the categories to tag and only the components that are selected that match those categories will be tagged.

05:42

For example, I'll select electrical equipment tags and then I'll click OK.

05:49

And when I do the panels that I had selected and the transformer that I had selected are tagged,

05:57

once again I can select that tag and move it as needed and adjust any of the tags after they have been placed.

06:07

Also like to tag and then click edit family in the contextual ribbon.

06:13

This opens the tag in the family editor.

06:16

It's important to understand which parameters are being tagged.

06:22

In this case there is a label and tags are made up of labels.

06:27

You can select the label and then click Edit Label and you can see which parameters are being used in the tag.

06:35

In this case the panel name is being used and if needed I can add additional parameters from the electrical equipment category.

06:47

I'll click cancel to close the dialog and then I'll deselect the label.

06:54

Be aware of the rotate with component parameter.

06:57

When this option is selected, then the tag will rotate with the component.

07:02

So in this case if the electrical equipment was on a wall that was angled it would rotate along with it.

07:08

Since it's deselected I can choose for this tag to be the horizontal or vertical.

07:16

When I select the label you can see additional parameters on the properties palette.

07:21

You can choose to wrap between parameters.

07:24

And so that's if we had multiple parameters added to this label, we could choose to wrap between them,

07:30

and then you can control the horizontal and vertical alignment.

07:33

And then you can choose whether or not to keep the label readable.

07:38

And so what that does is if the tag is rotated beyond 45 degrees, it will flip so that it will be as – maintain readability,

07:48

and then you can choose whether or not the label is visible,

07:51

and so that's useful if you have multiple labels in a tag and you want to have multiple tag types.

07:58

So, as you can see, there are multiple ways to create tags and tag components to help customize your documentation.

Video transcript

00:01

In this video, we will cover selecting the appropriate tag to place tagging elements and adjusting tag properties.

00:12

In the ground floor electrical plan view several components have been placed.

00:18

We can now tag these components, on the annotate ribbon in the tag panel there are several tag tools that can be used on the M. E. P. side.

00:29

Tag by category will tag individual components.

00:33

Whereas Tag All will tag multiple components.

00:37

Either all the components of a specific category or all the components that are selected.

00:45

There are also tools to place room tags and space tags.

00:50

Let's start with tag by category.

00:54

When you activate this tool, there are several options on the options bar, to begin click tags.

01:03

This opens the loaded tags and symbols dialog, here.

01:08

You can see the tags that will be used for the various categories of elements.

01:13

For example, for electrical equipment the panel name tag will be used.

01:19

And for electrical fixtures the electrical device circuit tag will be used.

01:25

If there are multiple loaded tags, you can click in the field and expand the drop down and select the appropriate tag.

01:33

If the tag you want to use is not available, you can click Load Family and then load the tag into the project.

01:42

I'll click OK for now.

01:45

Next in the options bar you can choose whether or not to include a leader.

01:51

I'll d select this option and then I'll move the cursor over components in the model.

01:58

As I move over various components, you can see different tags populate in the model,

02:05

and if I click a tag is placed, if I want to include a leader, I can select leader in the options bar.

02:15

I can then choose whether the leader has an attached end or a free end.

02:21

With attached in selected you can simply click and a tag will be placed with a leader.

02:30

With Free End selected you can click to place the end of the leader,

02:34

and then you can click again to place the elbow location and then click again to place the tag.

02:42

I'll click modify to end the command with the tags still selected, I can adjust the end of the leader or the elbow with the dot controls.

02:53

Since this tag was placed with the free end, there's a dot control at the end and you can use it to place the tag leader location wherever you want.

03:04

The tag that was placed with an attached end does not have a dot control at the end.

03:10

It remains attached to the component depending on where the tag is located.

03:16

You can still adjust the elbow location and the tag location,

03:21

and if needed, you can change the leader options in the options bar, you can remove the leader altogether or you can change it to a free end.

03:35

Additionally, when you click Edit Type,

03:38

you can choose a leader arrowhead as well as specify any other type properties that have been created for the family.

03:47

When you click on the leader arrowhead field, you can expand the drop down and select an arrowhead.

03:53

I'll choose one of the arrow options and then click OK.

03:58

When I do an arrow has been added to all tags of this type that are using a leader.

04:05

So you have to be aware when you are enabling or modifying type properties.

04:14

Next, on the annotate ribbon.

04:17

In the tag panel, I'll click Tag All, this opens the tag all not tagged dialogue.

04:25

In this dialog, I can select a category of elements to tag all components of that category.

04:32

For example, I'll select lighting fixture tags and then click OK.

04:39

When I do, the tags have been placed on all the lighting fixtures that were not previously tagged.

04:48

Back in that dialogue be aware that you can change the tag that's used.

04:53

And so if the appropriate tag was not selected, you could click undo and then select that.

05:01

I'll click cancel and then I'll zoom in here to the electrical room.

05:08

I'll select the – I'll use a window and select the electrical panels and transformer along with other components here in the model.

05:17

And then I'll switch to the annotate ribbon and click Tag All again.

05:22

This time since I have components selected, the option only selected objects in current view is available, I'll leave that selected,

05:32

and then I can choose the categories to tag and only the components that are selected that match those categories will be tagged.

05:42

For example, I'll select electrical equipment tags and then I'll click OK.

05:49

And when I do the panels that I had selected and the transformer that I had selected are tagged,

05:57

once again I can select that tag and move it as needed and adjust any of the tags after they have been placed.

06:07

Also like to tag and then click edit family in the contextual ribbon.

06:13

This opens the tag in the family editor.

06:16

It's important to understand which parameters are being tagged.

06:22

In this case there is a label and tags are made up of labels.

06:27

You can select the label and then click Edit Label and you can see which parameters are being used in the tag.

06:35

In this case the panel name is being used and if needed I can add additional parameters from the electrical equipment category.

06:47

I'll click cancel to close the dialog and then I'll deselect the label.

06:54

Be aware of the rotate with component parameter.

06:57

When this option is selected, then the tag will rotate with the component.

07:02

So in this case if the electrical equipment was on a wall that was angled it would rotate along with it.

07:08

Since it's deselected I can choose for this tag to be the horizontal or vertical.

07:16

When I select the label you can see additional parameters on the properties palette.

07:21

You can choose to wrap between parameters.

07:24

And so that's if we had multiple parameters added to this label, we could choose to wrap between them,

07:30

and then you can control the horizontal and vertical alignment.

07:33

And then you can choose whether or not to keep the label readable.

07:38

And so what that does is if the tag is rotated beyond 45 degrees, it will flip so that it will be as – maintain readability,

07:48

and then you can choose whether or not the label is visible,

07:51

and so that's useful if you have multiple labels in a tag and you want to have multiple tag types.

07:58

So, as you can see, there are multiple ways to create tags and tag components to help customize your documentation.

Video quiz

Which leader option provides a dot control at the end of the leader?

(Select one)
Select an answer

1/1 questions left unanswered

Step-by-step guide

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