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In this and the next few movies we are going to look at the detailing process in Revit. Details are an integral part of any architectural documentation package; however, one of the challenges of working in building information modeling and software like Revit is there's this temptation to over model everything. In other words, it's theoretically possible to add items like flashing and fasteners and bolts and screws directly to your model; however, typically such items would only show in large-scale views, and in smaller-scale views they'd actually kind of get in the way.
So we want to resist the temptation to model such elements. There is little payoff in modeling them and you often pay a high price in diminished computer performance. For such items we continue to rely on traditional detail drawings. This has always been the case in architectural communication. Revit offers a full compliment of tools to facilitate the detailing process and does so in a way that maximizes the potential of both the live 3D model and the large-scale detail embellishments that we place on top. So to get us started, I am in a file here called Detail Callout. And what I am going to demonstrate for you over the course of this and the next few movies is what I like to call the hybrid detailing process. It's hybrid because the detail will begin with an underlay of the live model, which will get us started and give us the basic framework, and then on top of that we are going to add a series of 2D embellishments, both in the form of drafted entities and text and dimensions and other kinds of annotations.
So therefore it starts with a callout. So I am in a view called Section at Stair. And if we zoom in, in this general area here, what I want to do is create a detail of the stair landing. So on my View tab we have a Callout button right here, and you can use this command to call out any portion of a plan, section, or elevation view. And all you have to do is click and drag two points to create a rectangular region, and you'll see your Callout symbol appear.
On the Project Browser you'll get a new view called Callout of Section at Stair. And I suppose you could leave that name, but that's not a very good name, so I am going to rename it. Now you can right-click and choose Rename, like we've done before, or you can actually use the shortcut, which is the F2 key on your keyboard. And I'm going to rename this Stair Landing Detail and click OK. Now you can either double-click it here or you can double-click the blue circle there to open it up, and what you see is this is an enlarged callout view of just that area.
It's enlarged to quarter inch equals a foot in this case, and of course it's cropped down to just that area. So let's start off by talking about this crop region right here. If I highlight it, you'll see the rectangle on the inside highlight there and then a further dashed rectangle appear outside of that. I am going to start off by talking about this one right here in the inside. This is controlling what we're seeing. This is your model crop, that inner rectangle. Now if you look down here at the View Control bar, we've got these two little icons right here.
One says Hide Crop Region and the other one says Do Not Crop View. Now these are both toggle switches, so if you click them, the little tooltips will actually change, because they'll serve a new function. Let me click the one that says hide the crop region, and that object that I had selected there, that double rectangle, disappears. So it does exactly what it says; it's just going to hide the crop region. And notice here when I highlight it, it now says Show Crop Region. Now, if you scroll here on the Properties palette, you'll see under the Extents area there is a crop region visible checkbox and it's now turned off.
If I check it, the crop region comes back and the little toggle switch reverses. So these two toggles are actually the same as these two checkboxes. Now, the one next to it that says do not crop the view, same as if I uncheck this box right here, it will suddenly show me the entire view again. And if I zoom out, you'll see it's the full building again. So what makes a callout a callout is simply that the crop region is focused in on a very small area and it's turned on.
So we want to make sure that that stays on. Now let's talk about that third checkbox, Annotation Crop Region. That's the dashed line that's appearing around the perimeter here. Let me zoom in a little bit. And to talk about the annotation crop, I really need a piece of annotation, so I am going to add a piece of text here and I'm going to call this-click next to it to place the note. And what you see is that note is sitting right on top of the drawing, so to make it a little bit more legible, I want to start moving it.
Well, watch what happens if I move a little too far. Oops, there it goes. So I am going to pull it out here and I am going to let go. What actually happened? Well, this dashed line here is the annotation crop, and it only displays annotation that falls within that region. Now there's two remedies. You could of course use this little grip here and stretch that out to make it large enough for the notes. Some people like to do it that way. Or you can simply come down here and turn off the annotation crop.
Now, where the annotation crop has the most value is for floor plans or overall elevations where you're working on both sides of a match line. For a detail I don't think the annotation crop has too much value, so I typically turn it off in my details, but it's really entirely up to you. If you want to resize it, you can do that as well. Now when I look at this, however, at the size of the text here and the size of the detail I say, well, maybe quarter inch isn't quite the right scale. So I am actually going to go something much larger here and use one and a half inch equals a foot. Now of course that means my note now is way far away, so let's just pull that in a little closer.
We'll be using that in a few minutes. And then I want to now make some fine-tune adjustments here to the extent of this detail. I want to show a few more treads than what I'm seeing here, so if I click on the crop, I can actually adjust this with these little dots here and show a little bit more of the detail. I can also crop it in a little closer in these other directions. And the thing that I want you to understand here is, when you make changes like that, you are affecting the actual live view.
You are affecting the callout. So if you go back to the section, notice that these crop handles have adjusted as well. They are one and the same. So if you adjust it in this view or if you adjust it in the actual callout, you're really adjusting the same thing. Now, that brings to light some additional objects that are displaying here in this view that I really am not crazy about. If I highlight here, you can see here and here I am seeing mullions beyond. Now, if you went back to the main drawing, you would see that there is a curtain wall behind our staircase here. And so for an overall section, that's fine, but here in the detail, that makes it a little busy.
So I want to get rid of some of that clutter. If we scroll down on the Project Browser, back under the Extents grouping again, you'll see that there is a Far Clip Setting, and it currently says Same as parent. I can change that to Independent. So Same as parent means that it's using the same view depth that the original view the callout came from is using and they are sort of tied together. If I change it to Independent, I can now edit this Far Clip Offset feature and I can reduce the number. I am going to just pick a number, like maybe 6 feet; that ought to do the trick. And when I apply that notice that all those mullions disappear.
So when you want to create a hybrid detail in Revit it starts with a callout. You can create a callout from any plan, section, or elevation view. You are going to want to adjust things like the scale and the annotation crop and maybe the Far Clip Offset. You might even want to do some visibility graphics adjustments and turn some features on and off. In other words, you're trying to leverage as much as you can from that underlying 3D view, so do whatever you can to kind of get yourself in the best position so that when you do start adding your 2D detail components on top, you've limited the amount of work that you have to do to adjust what's required.
And in the next few movies we'll look at the process of actually adding those detail embellishments.
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