Chapter 11 • Schedules and Tags 564 6. After you pick the cabinet, press Esc twice, and then move the tag underneath. 7. Select the tag, if it is not still selected. 8. Select the question mark within the tag. 9. Rename it to B2D1D, as shown in Figure 11.87, and then click Yes. FIGURE 11.87 Renaming the tag Because this is an annotation family, the size will change with the fluctuation of the scale. If you change the scale from 1/8 ″ to 1/4″, the tag will shrink by half. To do this, follow along with the procedure. 1. In the View Control toolbar, change the scale from 1/8 ″ = 1′–0″ to 1/4″ = 1 ′–0″, as shown in Figure 11.88. 2. Move the tag up so it is closer to the cabinet. 3. Add another tag to the cabinet to the right. 4. Call it B1D (see Figure 11.88). As you can see, this is a huge step above inserting a block in a 2D drafting appli- cation and filling out an attribute that has nothing to do with the actual element Creating Custom Tags 565 it is labeling. In addition, the scaling feature works wonders when it comes time to create elevations and enlarged views. The next topic to explore is creating a tag that will work in any situation we need … sort of a multipurpose tag. FIGURE 11.88 Changing the scale to 1/4″ = 1′–0″ and adding a second tag to the base cabinets Using Multicategory Tags If you think about it, we used a door tag for the doors, a window tag for the windows, and a wall tag for the walls. Jeepers! How many different tags do we need to com- plete a set of construction documents? Well, in Revit, you can create a multicategory tag. This will be the same tag (aesthetically) that identifies a common property in any element. Unfortunately, Revit does not provide a sample multicategory tag, so we will just have to make one. The objective of the next set of procedures is to create a new multicategory tag, and then use it on various furniture items. Chapter 11 • Schedules and Tags 566 As mentioned earlier, you should create any new family by using a template. This will ensure that you are using the correct data, so the family will behave as expected. This is what we are doing right now: 1. Click the Application button, and then choose New ➢ Family. 2. In the Annotations folder, locate the file called Multi-Category Tag.rft . 3. Open the Multi-Category Tag.rft template. 4. Since we have started the family by using a template, the ribbon has changed. On the Home panel, click the Label button. 5. Pick the point at the intersection of the two reference planes. 6. In the Edit Label dialog, add the Family Name and Type Name parameters, as shown in Figure 11.89. 7. In the Family Name row, click the Break check box (see Figure 11.89). FIGURE 11.89 This time you are actually adding two parameters. By clicking the Break button, you are telling Revit to “stack” the parameters. 8. Click OK. 9. Click the Application button, and select Save As ➢ Family. Place the file somewhere you can find it later. 10. Call the new tag Multi-Category Tag. 11. On the Family Editor panel, click Load Into Project. Creating Custom Tags 567 12. In the NER-28 project (or whatever project name you are currently in), go to Level 1 floor plan, and zoom in on the northeast office in the east wing. 13. On the Annotate tab, click the Multi-Category button on the Tag panel, as shown in Figure 11.90. FIGURE 11.90 The Multi-Category button on the Tag panel 14. On the Options bar, check the Leader option, as shown in Figure 11.91. 15. Hover your mouse over the furniture items in the room shown in Figure 11.91. Notice that the tag is reporting the information for any item you hover over. Pick the entertainment unit to the left of the room. 16. Select the tag you just placed into the model. 17. In the Properties dialog, click the Edit Type button. 18. For Leader Arrowhead, select Arrow Filled 15 Degree. 19. Click OK. 20. Using the grips on the tag, move it out of the way, and adjust the leader so it looks like the one in Figure 11.91. 21. Add another tag to the credenza located on the north wall. Adjust this tag as well (see Figure 11.91). 22. Add one more tag to the shelving on the south wall of the room, and adjust the leader so it looks acceptable (again, see Figure 11.91). Using multicategory tags is a great way to label a model. It is nice because you do not need a specific tag for the various elements. These items could have been different types of furniture and casework. As long as they have a family name and a type name, the label tag will work! Another way to record items in a model is by adding keynoting. This procedure is done in conjunction with a schedule. The last section of this chapter will focus on this procedure. Chapter 11 • Schedules and Tags 568 FIGURE 11.91 Adding the Multi-Category tag to the entertainment unit. Make sure you adjust the tag to show the information unobscured. Keynoting Keynoting has been used in construction documents dating back to the Pharaohs. Okay, maybe not that far back, but you get the point. Revit does a nice job in terms of tracking keynotes. The only issue is that nothing comes pre-keynoted in Revit. That is, a keynote value needs to be assigned to each item. If your company uses keynoting, you will have to assign a keynote to every item in Revit in your template. That being said, let’s break down keynoting and start learning how to add key- notes to your model. There are three different types of keynotes you can add to a model: keynote by element, by material, and by user. The first type of keynote is keynoting by element, which we will jump right to. Keynoting by Element Keynoting by element means you simply select an object and place the keynoted text. This procedure is the same as when you tagged an object, except this time the information you are reporting is actually a CSI (Construction Specifiers Institute)-formatted keynote. Keynoting 569 To use the keynoting by element function, follow this procedure: 1. In the Project Browser, go to the Level 1 floor plan. 2. Zoom in on a hallway sconce lighting fixture. 3. On the Tag panel of the Annotate tab, select Keynote ➢ Element Keynote, as shown in Figure 11.92. NOTE If no keynote tag is loaded, click Yes in the subsequent dialog and browse to Annotations ➢ Keynote Tag.rfa. 4. In the Properties dialog, click the Change Element Type menu and click Keynote Tag: Keynote Text, as shown in Figure 11.93. FIGURE 11.92 Select Keynote ➢ Element Keynote. FIGURE 11.93 Choosing Keynote Tag: Keynote Text NOTE At this point, it is up to you to determine which style of keynot- ing your firm uses. Do you keynote the plans with the CSI number, with the Keynote description, or with a combination of the number and the description? Either way, we will be making a keynote schedule with these items in a list. Chapter 11 • Schedules and Tags 570 5. Pick the wall sconce shown in Figure 11.94. 6. Pick a second point for the leader line. 7. Pick a third point to place the keynote text (see Figure 11.94). 8. Select the tag. 9. In the Properties dialog, click Edit Type13. Change Leader Arrowhead to Arrow Filled 15 Degree. 10. Click OK. FIGURE 11.94 Placing the leadered keynote Since there has been no keynote assigned to this family, it is time to specify one now. Revit lets you specify keynoting information by either assigning the information through the Properties dialog or by simply placing a keynote tag, after which Revit will prompt you to specify the missing information. After you pick the third point, Revit will provide you with the Keynotes menu shown in Figure 11.95. Follow these steps to place the keynote value into the sconce family: 1. Scroll to Division 26 Electrical. 2. Go to the group 26 51 00 Interior Lighting. 3. Go to group 26 51 00.B2 Wall Mounted Incandescent Fixture, as shown in Figure 11.95. 4. Click OK. Keynoting 571 FIGURE 11.95 Selecting the proper keynote value for the sconce 5. Drag the text to the right to see the arrow and the note clearly. 6. On the Tag panel of the Annotate tab, select Keynote ➢ Element Keynote again. 7. Pick another wall sconce and place the keynote. Notice this tag is consistent throughout. Now that you have experience keynoting by element, it is time to reach into the materials and see how we can apply a keynote value in this capacity. Keynoting by Material Similar to keynoting by element, you can tag material with a keynote as well. It is good practice to use the Material dialog to assign keynotes. To assign keynotes to a material, follow these steps: 1. On the Manage tab, click the Materials button. 2. In the Materials dialog box, find Wood - Cherry, as shown in Figure 11.96. 3. To the right of the dialog box, click the Identity tab, as shown in Figure 11.96. Chapter 11 • Schedules and Tags 572 so, Wh e r e is th i s in F o r M at i o n Co M i n g Fr o M ? Now that you have added the information to the tag, you can see where it is stored in the Element Properties dialog: 1. Select a sconce. 2. In the Properties dialog, click Edit Type. 3. Scroll down to the Keynote field. Notice it now contains information, as shown in the following image: 4. At the bottom of the dialog in the Annotation information group, click the […] button next to the Keynote field (see Figure 11.96). 5. Go to Division 06 Wood, Plastics, and Composites. 6. Go to 06 40 00 Architectural Woodwork. 7. Select 06 40 00.A2 Wood Laminate (see Figure 11.97). 8. Click OK. 9. Click OK again. 10. Go to the Level 1 floor plan. Keynoting 573 FIGURE 11.96 Browsing for a new keynote 11. Zoom into the stairs in the west wing. 12. On the Tag panel of the Annotate tab, click Keynote ➢ Material Keynote. FIGURE 11.97 Finding 06 40 00.A2 Wood Laminate . Okay, maybe not that far back, but you get the point. Revit does a nice job in terms of tracking keynotes. The only issue is that nothing comes pre-keynoted in Revit. That is, a keynote value. of the Annotate tab, select Keynote ➢ Element Keynote, as shown in Figure 11.92. NOTE If no keynote tag is loaded, click Yes in the subsequent dialog and browse to Annotations ➢ Keynote Tag.rfa. . Annotate tab, select Keynote ➢ Element Keynote again. 7. Pick another wall sconce and place the keynote. Notice this tag is consistent throughout. Now that you have experience keynoting by element,