Creating an instrument summary
Mode |
Tool |
Tool set |
Tools for The Symbol Insertion tool |
Instrument Summary |
Lighting |
Multi-cell lighting devices must be set up in a specific way to function correctly in the instrument summary. Use a single master symbol that contains all the component parts nested within the main symbol. Add the master symbol to the Lighting symbol maintenance list. For multi-cell lighting devices to be counted properly in the instrument summary, the data such as instrument types and wattages associated with the nested symbols must match the components of the multi-cell lighting device.
Alternatively, you can create a dedicated symbol for use only in the summary if, for instance, the symbol used in the file is too long to fit neatly within the summary. This dedicated symbol must also be added to the Lighting Symbol Maintenance list and its data must match the components used in the lighting device for correct reporting. This symbol can be accessed in the Unused Instrument Symbols selection of the Build Summary list described in this section.
To create an instrument summary:
Click the tool and mode.
Click Preferences to open the Instrument Summary Settings dialog box. Default parameter settings made here, both for global instrument summaries and hanging position summaries, apply to instrument summaries placed later in the file. These default sets are saved separately and are in effect depending on how the summary is inserted. Taking the time to establish the defaults makes it much easier to insert summaries for hanging positions or for the entire drawing with the desired defaults already specified.
Click to show/hide the parameters.Click to show/hide the parameters.
Parameter |
Description |
Summary Defaults for |
Select whether to specify the default settings for the summary when inserting it with the Instrument Summary tool (select Instruments) or from a hanging position (select Positions). This option is not available from the Object Info palette after the summary has been placed. |
Build List |
Opens the Build Summary List dialog box, for specifying the components to include in the summary |
Width |
Sets the total width of the summary |
Column Offset |
Sets the distance between columns |
Instruments |
|
Hide Unused Types |
When selected, excludes lighting device symbols which are not currently used in the drawing (these lighting devices use a blue font in the Build Summary List dialog box), and only displays symbols which are used by a lighting device |
Show Symbols |
Includes a thumbnail graphic of each lighting device symbol in the key |
Auto Rotate |
Orients symbols automatically to minimize the amount of space required |
Scale |
Scales symbols by the specified proportion; this allows the instrument summary to be placed on a sheet layer without displaying the symbols at 1:1 scale |
Show Wattages |
Appends “@ [wattage]” to the instrument type. A blank wattage or a wattage of 0 does not display. |
Show Weights |
Displays the unit's weight, as set in the default parameters of the symbol (in the Light Info Record) |
Show Lamp Types |
Displays the lamp type (lamp specification or ANSI code), as set in the default parameters of the symbol (in the Light Info Record) |
Show Counts |
Displays a count value for each instrument type |
Compare to Inventory |
Compares and displays the counts against the total number of units of each type as calculated in the inventory (see Lighting inventory setup) |
Left Margin |
Sets the maximum distance to the left of the summary insertion point for the symbols to display, in page units |
Item Spacing |
Specifies the vertical distance between lighting device graphics, in page units. Additional distance is automatically added if the symbol is larger than the spacing. |
Text Distance |
Sets the distance between the summary insertion point and the text origin, in page units |
Text Width |
Sets the maximum width of text before it wraps, in page units |
Headers |
|
Section Align |
Aligns the list header to the left or center |
Size/Style |
Specifies the text formatting for the header |
Color Summary |
|
Show Swatch |
When a color summary is included, adds a color swatch for each color used in the drawing |
Border |
|
Style |
Select the style of border for the summary, or whether to omit the border |
Separation |
For the double border style, sets the distance between the lines |
Padding |
The distance, in page units, between the bounding box of the summary and the border |
Title |
|
Show Title |
Displays a title for the instrument summary |
Text |
Specify the title text to display |
Position |
Select where to locate the summary title with respect to the border |
Font/Size/Style |
Specifies the text formatting for the title |
Click Build List to select the elements to be included in the summary.
The Build Summary List dialog box opens, to specify what is listed in the summary. You can add lighting device symbols in use, lighting device symbols present in the file (but not currently in the drawing), and formatting elements such as column headers, notes, and circuit summaries.
Click each type of component and move the desired elements to the Component List. To change the order, click in the first column and drag the item to the desired position in the list, or click Sort Symbols to sort them alphabetically.
Click to show/hide the parameters.Click to show/hide the parameters.
Parameter |
Description |
Available Components |
Swaps the display of available components among used lighting devices, unused lighting devices, and other summary items |
Used Instrument Symbols |
Lists all symbols that are currently in use by a lighting device |
Unused Instrument Symbols |
Lists all the symbols in the file that are currently not in use by a lighting device (unused symbols display in blue so they can be distinguished from the used symbols in the Component List) |
Other Elements |
Lists summary and display elements which can be added to customize the summary; certain items require the specification of additional customization options after adding them to the Component List. Column break: Begins a new column in the summary. Column Headers: Adds a “Symbol and Description” header to each column. Begin subtotal: Indicates the start of a subtotal count section. End subtotal: Indicates the end of a subtotal count section; the subtotal value is placed at this location. If a subtotal cannot be calculated, nothing is displayed in the summary. Header: Adds a section header. Divider: Places a horizontal separator across the column; separator does not extend into the border padding area. Full divider: Places a horizontal separator across the column; separator extends to the border. Note: Adds text that is aligned with the symbol text. Typical symbol: Places a selected symbol that is normally the reference symbol used for label legends. Color summary: Adds a summary of all the gel colors used, with color, gel size, and counts (select Show Swatch in the Instrument Summary Settings dialog box or Object Info palette to include a color swatch). Circuit summary: Adds a summary of the circuits in use (usually only included with hanging position summaries). Position Height: Displays the position height value, when the instrument summary is filtered by position. (When not filtered by position, or when position heights vary, the height value displays “Varies.”) |
Available Components list |
Lists the items that can be added to the instrument summary; the available items depend on the selection in Available Components. Sort the symbols in ascending or descending order by clicking in the first column header. |
Display Components |
For symbols which consist of nested symbols, adds the nested symbols to the list |
> |
Adds one or more selected items from the Available Components list to the Component List. The items are added to the row above the selected row, or to the end of the list if nothing is selected. Alternatively, double-click to add the item. |
>> |
Adds all the items displayed in the Available Components list to the Component List. |
< |
Removes one or more selected items from the Component List |
<< |
Removes all the items from the Component List |
Component List |
Lists all the components, in order, to include in the instrument summary. Change the order by clicking in the first column and dragging to the desired location; sort in ascending or descending order by clicking in the first column header. Click on the No Rotation column of a selected symbol to prevent the symbol from automatically rotating in the summary thumbnail display. |
Sort Symbols |
Click to sort all the components, including “other elements,” in alphabetical order |
Options |
For “other elements,” opens a dialog box with special formatting options |
If you have included other elements that require formatting, select each one from the Component List and click Options.
For headers, position height headers, or notes, enter the header or note text.
For typical symbol, select the symbol to indicate labels (usually a label legend symbol, located within the Label Legend symbol folder)
For circuit summaries, the Circuit Summary Options dialog box opens to specify the circuit information to include in a hanging position summary. Specify the types of devices to count and how to count them, and enter the device amperage rating/voltage to obtain a report indicating the circuit type you will need for those devices.
Click to show/hide the parameters.Click to show/hide the parameters.
Parameter |
Description |
Header |
Enter the circuit summary header text |
Count By |
Select whether to count the circuits by channel, dimmer, or circuit number |
Twofer By |
Select the method for counting two-fered circuits as one circuit. None: Counts all circuits, including ganged circuits Explicit: Counts only two-fer circuits that were created by the Ganging tool Anywhere: Counts any two-fered circuits, including those created by the Ganging tool and any set of two or more lights that are on the same circuit |
Amperage Ratings |
Specify the amperage ratings for the lighting devices, separating multiple values with a semi-colon (for example, 20;50 indicates 20A and 50A). Amperage rating is determined by a combination of a device’s wattage and voltage. Some examples include: With a voltage of 120V and a lighting device with a 5000W rating, the lighting device would go into the 50A circuit. With a voltage of 120V and a lighting device with a 500W rating, the lighting device would go into the 20A circuit. With a voltage of 120V and three 1000W lighting devices two-fered together, the lighting devices would go into the 50A circuit with two 50A two-fers. |
Voltage |
Specify the circuit voltage |
Device Types |
Select the types of devices to count in the circuit summary; typically two or more summaries are included, combining selected device types and specific power requirements so that you know the amperage required per circuit for various device types |
Click OK to return to the Build Summary List; continue specifying summary list options.
Click OK to close the Build Summary List dialog box and return to the Instrument Summary Settings dialog box.
Click OK.
Click in the drawing to place the instrument summary. Click again to set the rotation.
The instrument summary parameters can be edited from the Object Info palette. However, the Summary Defaults for option is not available since the summary already exists for lighting devices or hanging positions.
Filtering and refreshing options are available from the Object Info palette after an instrument summary has been added to the drawing.
Click to show/hide the parameters.Click to show/hide the parameters.
Parameter |
Description |
Active Filters |
Displays the status of any summary filtering in effect |
Filters |
Opens the Summary Filters dialog box, to specify filtering of the summary items by hanging position, layer, class, or custom criteria |
Refresh |
When lighting devices in the drawing, hanging positions, inventory counts, or other factors have changed, updates the instrument summary with the latest data |