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Tags are very common in architectural drawings. We typically add tags to rooms and doors and windows and walls and many other items. Tags often reference a designation on the schedule or in a detail where we can find out more information about the item in question. In Revit, the element, the tag, and the schedule are all linked together. The tag basically asks a question of the object to which it's attached and reports the result in the symbol onscreen. The same designation is often included in a field on the schedule so that a cross reference can be made. So I am in a file called Adding Tags, and I want to look at a few different examples of placing tags here in our file.
So over here on the Annotate tab, I am going to go to the Tag panel here, and we are going to start with the Tag by Category command. The shortcut for this is T, G, and you can also find the tool up here on the Quick Access toolbar. Now, if I just slowly move my mouse around the screen what you are going to see is little tags kind of come and go as my mouse moves around. When it's a door, I'll get a little pillbox shape; or a window, it will be a hexagon; or a wall, it'll be a diamond. So Tag by Category means that Revit will see the category of the object under your cursor and it will choose from a list, the appropriate tag.
Now which tag it's choosing is controlled in this button right here, Loaded Tags. So if you click on this, it will give you a list of all the categories that we can add tags to, and over here you'll see which ones are loaded. Now anything that's blank means you don't have a tag loaded for that category. So I do have a tag for windows, for walls, and for doors, but I don't have a tag let's say for Specialty Equipment. So if I cancel this, the Tag by Category command will highlight the Specialty Equipment item, but if I click it, it will say that I don't have a tag loaded and do I want to load one now? I am actually going to say no here. What I will do instead is I am going to click on some items that do have a tag, like this one right here.
Now it wouldn't be very common to place a tag on the door with a leader attached to it. So right next to the Tag button we have this Leader checkbox, and we can turn that off, and now when I select the doors I'll get a tag without a leader. Now what you may be noticing there is--let me go ahead and cancel out of there for a second--you may be noticing that the numbering sort of seems somewhat random. We started with 11; we went down 10, 9; and then we ended up at 3. It's important to understand that the numbering has already occurred. The numbering happens when you create the door object, not when you add the tag.
All the tag is doing is asking the object what number it is and reporting it back in the tag. This is critical to understand about tags. A lot of people misunderstand this and they think it's the tag that actually holds the value. If I click this door and I scroll down here on the Properties, you could see under Identity Data, that its Mark is 3. That's what the tag is seeing. If I took that value and I changed it to 30, and I apply that, you'll see the tag updates. So all the tag is doing is looking at a property that's associated with the object and reporting the value, and it's as simple as that.
Now let's look at a few more examples. I am going to do Tag by Category again, and I am going to select a couple of these windows: maybe right there and maybe a few more over here. Now what you'll notice is all of those windows are coming up number 22. Well, how is that? I mean, why are they coming up 22? The question that the window tags is asking is actually a different question than the door tags were asking. The door tags were asking the doors what their mark was.
The window tags are asking the window what their type mark is. If I click this window and I look at the mark, you can see it's number 11. If I look at this one, it's 10; this one is 9. Again, just like the doors, those were sequenced when we placed them, and that's the 9th, 10th, and 11th window I added. However, they're all type 22 windows. So what this means is this designation is actually tied to this right here. So if you open up the dropdown and you choose a different type--like let's choose a 48 x 48 here-- that will also change the designation. Notice that now that's a type 24 window.
So if I select this window and go to Edit Type and scroll down over here, you'll see that the Type Mark is 22. If I change that--let's make it 35, click OK-- not only will it change here, but it will change here and over here and here as well. So that's the difference between an instance designation and a type designation. Now there is a few other examples of that that we can see. For example, if I go back to Tag by Category one more time, let's turn the Leader feature back on because I am going to do the wall tags next and wall tags typically have a leader assigned to them.
So it might look something like this as I click on these walls. So I tag a bunch of walls, and what we'll see here is that all these tags are empty. Well, it turns out that these tags are almost the same as the window tags. They are actually asking the same question: What is the wall's type mark? And the only difference here is the Type Mark simply hasn't been filled in yet. So I'm going to go to the Modify tool and cancel out of the command, and I am going to select any one of the walls that I've tagged. It doesn't really matter which one. This one happens to be an instance of the interior 4 7/8" partition.
I am going to edit that type, scroll down, locate the Type Mark property--notice that it's blank--fill something in like A1. Let's click OK. And you're going to see that fill in in several locations, all the places that have that same wall type. Now several of them did not fill in. This wall is a different type. So I can do that in an alternative way. Just like we were able to modify either the door directly on the properties or change the door designation on the tag, we can do the same thing with the wall tag.
So you see the little question mark right here? I'll just click that, and let's put in A2. Now this time when I press Enter I'll get a message onscreen saying, "You are editing a type property. Is that OK?" So when I say Yes it's actually going to apply that in several instances; anywhere that that wall type has been used it will fill in. Do that one more time with this guy right here, maybe this is a B1, and again, I'll say Yes. Now like we saw with the window tags over here, if you change the type of window, it changes the designation. The same is true with the wall.
So if I wanted this wall to be the same as this wall, all I have to do is change this wall type. Don't change the designation, because if you do, what you are actually doing is changing the A1 wall, and it will update all the A1 walls. What I want to do is take this wall, open up the dropdown here, and choose the A2 type, which is the 5 1/2" inch partition. That will change the designation for me. If I zoom back out here, we still have lots of doors that haven't been tagged yet.
I could go back to Tag by Category and I could click them one at a time, but this is actually a faster way, so I want to show you this command right here which is right next to Tag by Category. This is Tag All Not Tagged. This command will open up a dialog, and it will look at your drawing. And you can see that the default option here is All objects in the current view. It's going to look at the current view and every door that it finds, it's going to tag it. So I've got Door Tags selected here. I don't want a leader. I am going to simply click the Apply button, and you are going to see a door tag appear on every door.
I am going to scroll down, locate the Window Tags option next, click the Apply button, and every window that didn't have a tag now has a tag. So using this method, you can very quickly go in and add all the tags to a plan without having to go and touch every object. Now, you'll notice here, right above Window Tags that there is actually two Wall Tags loaded in this project. There is a half-inch size and a quarter- inch size, so let me click OK out of here. I'm going to select one of these tags that are half-inch size, and if I right-click, Revit has this Select All Instances command right here.
I am going to select all of the instances of this tag, Visible in View, and that highlights all of the half-inch tags. Then here on the Properties palette, let me try the quarter-inch tags. Oh, I think I like that a little bit better. So you see how very quickly I can go in and make a modification like that without having to go back and select every single one and do it individually. One last thing is that the leader here, if we zoom in, what you'll see here is the leader just kind of ends right there. But if I select it and Edit Type, I'm not editing the wall type this time; I'm editing the tag type.
So I choose Edit Type and I can actually choose here if I want the leader to have an arrowhead. Now there is lots of choices. You can do arrows and you can do dots and so forth. And there's this one down here at the bottom called Heavy End, which I kind of like for wall tags, and if we click OK, that's exactly what it does is it adds this little heavy end on there, and I think that gives it a little bit more graphical punch. So as you can see, adding tags to a Revit view is a quick and easy affair. We have two really simple ways to do it. We can either use the Tag by Category feature, which will allow us to select any object and Revit will figure out based on the object selection what kind of tag to give us, or we can use the Tag All Not tagged feature, which looks at the entire view and any object of a particular category that doesn't have a tag will be tagged in one step.
Sometimes the tag looks at an Instance property, such as the mark, and other times it looks at a Type property, such as the type mark. Once you get familiar with the different kinds of tags, you'll have a better understanding as to which one you are going to get in each circumstance.
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