Annotating and Tagging HVAC Elements in Revit: Level 2 Annotations and Categorization

Annotating and Tagging HVAC Elements in Revit: Organizing by Category and Room

Explore the process of using the 'tag by category' command in Revit for annotating different elements in a design project. The article walks through adding tags, adjusting leader lines, and tips for maintaining readability in large design projects.

Key Insights

  • The 'tag by category' command in Revit allows for simultaneous tagging of multiple elements like diffusers and ducts in a project.
  • Maintaining readability in a design annotation process can be achieved by regulating the length of leader lines and maintaining an organized, room-by-room tagging process.
  • In large design projects, it's crucial to clean up and adjust tags continuously rather than leaving it as a final task. This ensures a cleaner output when the design is finally printed or converted to a PDF.

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Pretty good. I'm going to jump up to my level two. So again, I'm just going to go annotate and we could do tag by category.

I could do my diffusers and my ducts at the same time. I'm using tag by category. That's one of the beautiful things about the tag by category command is I can add more to this, right, as such.

I'm going to go ahead and exit out of that. Boom, boom, boom. Again, trying to limit the exact length of the leader lines, so they're not super, super long and just working my way through.

There we go. And then I could also come back in here and do the ducts. I may want to adjust some of these leader lines as I go.

I'm kind of doing the ducts on a per room basis just because that helps keep it to be organized. And I'm just hitting escape to not add those leaders. If I knew I was going to be doing a lot of things where I didn't want to add leaders, I could uncheck this.

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I guess I could click it twice and then that would just allow me to do the individual ducts. But maybe when I get to something that I want it to be a more, you know, to be able to have those, I could always go back and click here and then that takes me back into adding the leaders. Let's see here.

I'm going to go ahead and uncheck that. I'm actually going to uncheck this leader here so I can tag these. Boop.

I'm going to do my big ducts on this side. Let's go ahead and give back our leader. Because now we've transitioned back to the smaller ducts.

Excellent, click the ceiling. We don't have a tag loaded for that. So that's okay.

I'm just going around. Let's see here. Got a few more ducts that we can tag up.

Add our move leader. And you can see sometimes when you're doing certain things the orientation of the text may change. That's okay.

Just keeping it readable. Boom, boom, boom. Let's continue.

I haven't even gotten to the air terminals yet. That's okay. We're documenting our design.

We're providing people what they need to be able to construct this. I'm actually going to see if I can get this one and see if I can adjust it a little bit. Go back into my tag command.

You could also do this if you really wanted to. Where you kind of keep them like that. But again, you always want to be mindful of the readability of these.

So, you know, I might back out. I might just grab these classroom tags now. I'm just holding CTRL and selecting.

Dragging them down. They're going to get their little leaders. Remember, I have to adjust the leader endpoints by themself.

On an individual basis. Unfortunately, Revit does not allow me to change the length of these leaders in mass. Go back into my tag command.

I'm going to go ahead and unclick the add or move host. So I'm going to go all the way down this 10 inch line. And add or remove host, turn back on.

And go back to these 8 inches. This one here, I probably should have pulled it off to a different location. It's okay though.

I don't necessarily need to tag the flex duct. The size of the flex duct is implied via the other tag here. So I don't need to worry about tagging that.

This instance here, it's getting a little crazy. I might try to I might try to move this guy around. Just so that I don't have a super crazy ton of overlapping.

I think I've got most of the ducts. If we see any along our way. Now I'm going to go through and tag my air terminals and get those squared away.

And again, I might just sometimes easier just get out of the tag command and do what you need to. But this is just one of those long processes that is part of the job. Sort of documenting the design.

And when you have big projects with a lot of elements, there's a lot of annotations to put in. I'm just getting all these different tags because I'm clicking on other things on accident. I'm just exiting out of those commands.

and Restarting a new one. Sometimes you can also hit control Z. If you accidentally misclick on something. And that will remove the last host.

I think we're almost there. But we want to clean up as we go. So make sure that you are going ahead and doing that.

So that is really easy to just do the tags and then not clean up as you go. A lot of people sometimes work that way. I have found for me at least that way.

I never go back and clean them up. And then it kind of just starts looking really bad when I start to PDF it and print it out, which we will be doing at the end of the course. Let's go ahead, come over here.

DG Tag These Exhaust diffusers are different ones. If you don't see a duct one that maybe needs to be added in, you know, feel free to add those in. If there was a couple that I missed here.

So I'm going to go ahead and add those in. And again, if you need to adjust your space tags to make it a little bit cleaner, you know, possibly this toilet, these two janitors, I want to go ahead and drag maybe over here. Just like what I did on the first floor.

I'm just straightening out. I might move this guy up here, just get it out of my tag area. There we go.

I could also line these up. It doesn't want to snap. Sometimes they do want to snap and there it just showed it.

It wanted to snap. Sometimes Revit is a little fickle on how it wants to do its snaps. This guy up here.

And I always try to like keep these points kind of together. It just looks cleaner. Let's go ahead and tag here.

Uncheck leader so I can make sure I do those. Those stay in the middle there. I had escape 24 × 24, 24 × 24.

There we go. We can also start to tag some of the fans and stuff. If I can see them, but I'm not able to see them right now.

We'll go into the roof plan and do that. So I think we got most of that all tied up pretty good. Oh, no, we forgot the return diffusers.

So let's go ahead and delete that just because it was acting kind of weird. Tag by category. I want to have a leader.

There we go. There it is there. There.

I'm going to just put those three together. Don't want to tag the Revit link. No reason to tag the Revit link.

So don't tag that. Oh, maybe I'll pull this one out there and do something like that. Let's go ahead and save the project.

Wait for it to save. I'm going to go ahead and pause this video here. When we come back, we'll continue tagging.

Hopefully finishing up. See ya.

Tyler Grant

Revit MEP Instructor

Tyler Grant is a BIM Manager a Delawie. A dedicated, goal-oriented, and experienced architect. Tyler has managed multiple design/build BIM projects from inception to construction completion, through all phases. Technology-driven and experienced educator to train and instruct users, both novice and advanced, in the workflow and processes of the modern architecture, engineering, and construction field. 

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