2020 | 009 – Notes, Legends & Specifications

By Eric Bobrow

Feb 07


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ARCHICAD Training Lesson Outline

Notes, Legends & Specifications

  • Standard Notes - for specific drawing types or for general specifications
  • Use of Word or Pages via PDF to handle columns and multiple pages
  • Use of Worksheets for Notes and Legends placed on multiple layouts

ARCHICAD Training Lesson Transcript

Training lesson index by Julie Caliri

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Course Reference | URL
IntroductionGreeting; intro; outlines of the day's course focusing on notes, legends, and specifications; recap of past courses about legends as a resource you use for interacting and quickly accessing to frequently-used settings.0:00:00
LegendsIf elements are placed with the actual ARCHICAD tool that is used to draw them, you can eye drop them and be able to place them quickly on your sheet.
The main use of legends is for putting things onto a sheet or multiple sheets as explanations.
NotesLike Legends, another type of explanation you put on sheets0:03:17Notes
The are multiple types of notes, i.e. indicating how an element is to be fabricated, a sheet of specifications, etc.
Standard NotesEric opened up the sample project in MasterTemplate to demonstrate pages of notes.0:04:00
Sheets can be graphically formatted with headings and indentation and numbering. ARCHICAD is capable of creating formatted text but doesn’t have the ability to place text that has automatic numbering and the ability to do multiple columns. (The sheet in MasterTemplate was created using a program outside ARCHICAD.)
The layout sheet (in MasterTemplate) is a drawing, and can be embedded, or have a source with a live link (like a Word document you can edit to update the pages).0:10:52
Because of it's limited word processing abilities, it's better to do your specifications or general notes in Word, or Pages, and then place those as live links onto your sheets in ARCHICAD0:17:50
How to place a documentEric demonstrated putting a document into ARCHICAD: create a new layout set, then go to the File>External Content>Place External Drawing. You can adjust the scale of the document (a percentage, or Fit to Layout), and where you want it on the sheet, if you want a title. When the external document gets updated, ARCHICAD will ask if you want to overwrite and replace the linked external drawing. If you say yes, the document will update. Eric showed how to modify the payout to fit your need, and how to use the Trace Reference to use the first page of sheets as a guide to ensure the followings pages are aligned the same.0:19:55Place External Content
How to update External ContentYou can update External Content at any time by right-clicking & selecting Update or opening up the Drawing Manager.
Drawing Manager allows you to bring everything up to date. If you want to do a global update it may take a few minutes. For smaller projects, it may be done in a matter of seconds. Select everything, right-click, and select Update.
0:27:26Drawing Manager, Update
If you have a standard set of notes that need get modified per project, you can set up in your MasterTemplate the format then edit the link, so instead of updating the link, you re-link to the project specific document.0:28:35
How to use the Drawing ManagerThe Drawing Manager helps you manage external content. You can sort based on any of the columns, view the status of the links, and update or break those links.0:33:16Drawing Manager
How to edit textText elements have selection handles at the corners and at the midpoint. If you hover it you can find the midpoint and the corners (points that you use to select). When the Arrow tool has the magnet active, you can go on top of the body of the text anywhere, and it will pre-select so you can click it to edit it.
If the Arrow tool active, you can double-click in the middle of it, and it will switch to editing mode and place the cursor close to where you double-clicked. Then you can go and type in it or change the formatting.
If you’re in the Text tool itself, and you have the text selected, you can single-click, and it will edit. So, when you have the Text tool active, you can single-click anywhere you’d like. When you have the Arrow tool active, you need to double-click to go in there, and the double-click will only work if the magnet is on. So, if the magnet is not on, let’s just see what happens.
If the magnet is not on, you can't select it by clicking on it.
0:36:38Text tool
Magnet ToolNote: quick turn magnet on or off by pressing the space bar0:40:04Magnet toggle
How to create preset bringing in a drawing, internal or external, onto a layout sheetBest practice is to create a favorite and apply that favorite setting to placed documents/drawings0:41:28
How to create snap points as guidesUseful to create guides, hot spots, snap points on the MasterTemplate for layouts; the snap point will not print, but it’s available as a drafting guide, hit Command+X or Ctrl+X to place it.0:49:03Snap points, hot spots
Updating a Word doc from a PDFEric copied text from a PDF into a Word doc, and the showed how the formatting doesn't carry over. Quick editing of adding columns, numberings, etc in Word can then be carried over into ARCHICAD0:53:55Word, PDF
What does Parameter Transfer (eye-drop tool) transfer?You can pick up the settings of an element and then transfer those to a new element of a similar type. There are some settings that will create limitations when using this tool (Edit>Element Settings>Element Transfer Settings ). You can use this selectively when you inject the settings into an existing element, whether you want to transfer all the settings or exclude some.0:58:30Element Transfer Settings, eye-drop tool
Limitation of Parameter TransferThere are limitations to what you can save in terms of settings; for the most part, all of the sub-parameters of elements all go together, or they don’t go together. You can’t save a style for a custom sash setting (the width, the material, the surface, the sizes of the frame). You cannot do that as a group. (CADImage has that ability)1:00:48
Plan NotesEric showed how to create and edit notes on plans just by adding text block to the plans which is good for notes that only go in specific places.1:02:45Plan Notes
If you have notes that will be seen in multiple places, it's best practice to create them in a worksheet and reference them in the plans. You can update that worksheet and all the areas in the plans that reference it will update.1:05:16Plan Notes, Worksheets
Best practice is to fit frame to drawing, so when the worksheet is updated no information accidentally gets cropped out.1:10:11
Note there are many utility programs that are helpful for notes, sheets of abbreviations, etc.1:13:10
How to place a worksheet on a layoutYou place a worksheet on a layout exactly the saw way you place a drawing: open the View Map and drag the sheet you want onto the layout; or right-click the worksheet and select Save View and Place on Layout1:14:20
Manual vs Auto UpdatesEric notes that depending on the size of the project, auto update may be helpful. If it's a small project, then the auto update won't interfere as the update will be quick. If it's a large project, then that may take a while and be disruptive.1:14:32Updating
Note: you can only have 2D information on a worksheet, but objects can carry 3D information allowing you to use eye-dropper to transfer parameters.1:18:08Worksheets
How to turn a plan into a worksheetYou can create a worksheet from a plan/elevation/section by putting in a worksheet marker1:18:52Worksheet marker
note: transfer settings do not change the renovation filter of an element1:21:48Renovation Filter
In a worksheet, you can paste in information from plans. They can come from 3D elements, but in the worksheet they will be 2D.1:24:00
Cropping / FramingIf you have a drawing you’ve placed you can go to an edge and move in or out using the pet palette to crop it. You can also go to any corner and, using the top section of the pet palette, you can change the cropping in or out. You can go to 2 opposite corners and change that cropping in 2 steps as opposed to 4 edges.1:24:36
MasterTemplate worksheetsEric went through the various worksheets set up in MasterTemplate, and explained the ease of eye-dropping in notes onto your plan.1:26:16MasterTemplate, Worksheets
Best Practice: grab the notes you use all the time, and put them into this worksheet on your template.1:29:09
Company LogoPut your company logo on a worksheet and reference it on your place, adjusting orientation, scale, etc. to specific pages as needed.1:30:00Logo
Troubleshooting missing information on worksheetsThe called had a problem with data going missing on worksheets. Eric reminded them that worksheets use layers, and the most likely thing was the layer was turned off, or it was on a different renovation filter1:32:33

Training lesson index by Julie Caliri

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