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 HVAC Plan view, you can see that several systems have been modeled.

00:19

We can now tag various components.

00:23

On the Annotate ribbon in the Tag panel, you can see several tag tools.

00:29

Tag by Category will tag individual components,

00:34

whereas Tag all will tag all of the components you have selected or all the components of a specific category.

00:43

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

00:47

These are the tags that can be used on the MEP Side.

00:51

Let's begin with Tag by Category.

00:56

When you activate the tool, there are several options on the options bar.

01:01

To begin click Tags.

01:05

In this dialog, you can see the tags that will be used for each category of elements.

01:12

For example, for air terminals, the diffuser tag will be used.

01:18

You can scroll through this list and make sure each category of elements that you are going to tag has an appropriate tag selected.

01:27

If the tag you want to use is not available in the dropdown, You can click load family and then load the appropriate tag.

01:36

I'll click Ok to close this dialog.

01:41

Next in the Options bar, I will de select leader,

01:46

and as I move over various components, you can see different tags form in the model and they are hovered over the element that's being highlighted.

01:57

You can simply click to place a tag and in this case we're not using a leader.

02:02

So the tag is placed right on top of the component.

02:08

You can continue clicking elements to place tags as needed.

02:14

When you enable leader, you can then choose whether or not the leader has an attached end or a free end.

02:21

With attached and selected. You can click a component and a tag will be placed with a leader.

02:29

When you click Free End, you have to click where the end of the leader is going to be placed.

02:35

And then you can click where the leader elbow is going to be placed.

02:39

And then lastly where the tag will be placed.

02:43

I'll click Modify to end the command and then the duct tag is still selected.

02:49

When the free end is selected, there will be a dot control at the end of the leader, so you can adjust it as needed.

02:57

When attached end is selected, there is no control at the end of the leader.

03:03

You can just move where the tag is located or you can control where the elbow is placed.

03:10

With a tag selected You can still change whether the leader has an attached end or a free end in the Options bar.

03:17

Or you can control whether it has a leader at all.

03:23

You can also click Edit Type and this will open the Type Properties dialog and the only parameter here is leader Arrowhead.

03:33

I can expand this dropdown and then select one of the leaders that are available.

03:39

For example, I'll select one of the arrows and then I'll click Ok,

03:44

and note that this is going to update all tags of this type.

03:51

I'll deselect the tag and then activate the Tag All tool.

03:58

In this dialog, you can choose the category of elements that you want to tag and then you can also choose the tag that you want to use.

04:08

For example I'll select Space Tag.

04:10

And then if there were additional space tags I could choose one from the loaded tags dropdown.

04:16

I can also choose whether I want to use a Leader and the Leader Length and the Tag Orientation.

04:23

I’ll deselect leader for this example.

04:25

And then I'll click Ok.

04:29

When I do The space tags are placed in every space in this view.

04:35

Additionally, you can select components first and then on the Annotate ribbon.

04:42

In the Tag panel, click Tag All.

04:46

This time only selected objects and current view is selected.

04:50

So I can leave this selected or I could switch to all objects and current view and then I can choose the category of elements I want to tag.

04:59

So in this case, I have several different categories of elements selected, but I can still choose which categories I want to tag.

05:08

With Mechanical Equipment Tag selected I'll click Ok.

05:12

And now you can see that mechanical equipment tags have been placed.

05:20

I’ll zoom in and select one of the duct tags.

05:27

When you click Edit Family, the tag will open in the Family Editor.

05:33

Be aware that tags are made up of labels,

05:36

and when I select the label, I can click Edit Label and then I can see the parameter that is being used for the tag.

05:45

In this case, for the duct size tag, the size parameter is what's being used.

05:51

So it's important that you understand which parameter is being used in the tag.

05:57

If needed, you can add additional parameters to the tag.

06:02

I'll click Cancel and then we can look at some of the other options.

06:08

With component selected in the Properties palette. Then the Duct Size tag will rotate with the duct.

06:17

In other words, if the duct is horizontal the tag will be horizontal.

06:21

If the duct is vertical, the tag will be vertical.

06:24

If you want to control this in the project,

06:28

then you can de-select this option and then you can choose whether that tag will be horizontal or vertical.

06:36

If you select the label, you can see that there are additional options in the Properties palette,

06:40

to control how the parameters wrap and then also the horizontal and vertical alignment.

06:47

And then you can use Keep Readable so that the tag will always be readable.

06:53

In other words if it rotates around a 45-degree angle, then it'll flip so that it's always readable,

06:59

and then you can control whether or not it is visible.

07:04

So as you can see there are several options that you can use to customize your tags so that they look just like you want them to in your project.

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 HVAC Plan view, you can see that several systems have been modeled.

00:19

We can now tag various components.

00:23

On the Annotate ribbon in the Tag panel, you can see several tag tools.

00:29

Tag by Category will tag individual components,

00:34

whereas Tag all will tag all of the components you have selected or all the components of a specific category.

00:43

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

00:47

These are the tags that can be used on the MEP Side.

00:51

Let's begin with Tag by Category.

00:56

When you activate the tool, there are several options on the options bar.

01:01

To begin click Tags.

01:05

In this dialog, you can see the tags that will be used for each category of elements.

01:12

For example, for air terminals, the diffuser tag will be used.

01:18

You can scroll through this list and make sure each category of elements that you are going to tag has an appropriate tag selected.

01:27

If the tag you want to use is not available in the dropdown, You can click load family and then load the appropriate tag.

01:36

I'll click Ok to close this dialog.

01:41

Next in the Options bar, I will de select leader,

01:46

and as I move over various components, you can see different tags form in the model and they are hovered over the element that's being highlighted.

01:57

You can simply click to place a tag and in this case we're not using a leader.

02:02

So the tag is placed right on top of the component.

02:08

You can continue clicking elements to place tags as needed.

02:14

When you enable leader, you can then choose whether or not the leader has an attached end or a free end.

02:21

With attached and selected. You can click a component and a tag will be placed with a leader.

02:29

When you click Free End, you have to click where the end of the leader is going to be placed.

02:35

And then you can click where the leader elbow is going to be placed.

02:39

And then lastly where the tag will be placed.

02:43

I'll click Modify to end the command and then the duct tag is still selected.

02:49

When the free end is selected, there will be a dot control at the end of the leader, so you can adjust it as needed.

02:57

When attached end is selected, there is no control at the end of the leader.

03:03

You can just move where the tag is located or you can control where the elbow is placed.

03:10

With a tag selected You can still change whether the leader has an attached end or a free end in the Options bar.

03:17

Or you can control whether it has a leader at all.

03:23

You can also click Edit Type and this will open the Type Properties dialog and the only parameter here is leader Arrowhead.

03:33

I can expand this dropdown and then select one of the leaders that are available.

03:39

For example, I'll select one of the arrows and then I'll click Ok,

03:44

and note that this is going to update all tags of this type.

03:51

I'll deselect the tag and then activate the Tag All tool.

03:58

In this dialog, you can choose the category of elements that you want to tag and then you can also choose the tag that you want to use.

04:08

For example I'll select Space Tag.

04:10

And then if there were additional space tags I could choose one from the loaded tags dropdown.

04:16

I can also choose whether I want to use a Leader and the Leader Length and the Tag Orientation.

04:23

I’ll deselect leader for this example.

04:25

And then I'll click Ok.

04:29

When I do The space tags are placed in every space in this view.

04:35

Additionally, you can select components first and then on the Annotate ribbon.

04:42

In the Tag panel, click Tag All.

04:46

This time only selected objects and current view is selected.

04:50

So I can leave this selected or I could switch to all objects and current view and then I can choose the category of elements I want to tag.

04:59

So in this case, I have several different categories of elements selected, but I can still choose which categories I want to tag.

05:08

With Mechanical Equipment Tag selected I'll click Ok.

05:12

And now you can see that mechanical equipment tags have been placed.

05:20

I’ll zoom in and select one of the duct tags.

05:27

When you click Edit Family, the tag will open in the Family Editor.

05:33

Be aware that tags are made up of labels,

05:36

and when I select the label, I can click Edit Label and then I can see the parameter that is being used for the tag.

05:45

In this case, for the duct size tag, the size parameter is what's being used.

05:51

So it's important that you understand which parameter is being used in the tag.

05:57

If needed, you can add additional parameters to the tag.

06:02

I'll click Cancel and then we can look at some of the other options.

06:08

With component selected in the Properties palette. Then the Duct Size tag will rotate with the duct.

06:17

In other words, if the duct is horizontal the tag will be horizontal.

06:21

If the duct is vertical, the tag will be vertical.

06:24

If you want to control this in the project,

06:28

then you can de-select this option and then you can choose whether that tag will be horizontal or vertical.

06:36

If you select the label, you can see that there are additional options in the Properties palette,

06:40

to control how the parameters wrap and then also the horizontal and vertical alignment.

06:47

And then you can use Keep Readable so that the tag will always be readable.

06:53

In other words if it rotates around a 45-degree angle, then it'll flip so that it's always readable,

06:59

and then you can control whether or not it is visible.

07:04

So as you can see there are several options that you can use to customize your tags so that they look just like you want them to in your project.

Video quiz

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

(Select one)
Select an answer

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Step-by-step guide

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