In this session we looked at the concept of a template file and how much we should store and it. It’s tempting to include everything that you think you might use in a template file, but with a layer and class standard and a library file you can keep your template file to a minimum. There are some things that really have to be in the template file such as tool preferences and dimension standards.
- 01:37 we started out by looking at classes and how we can create new classes. We also looked at a very quick way to create new classes, which is importing them from another file. We talked about how you may not need to have all the classes in your template if you’re able to import them from another document. I use the document that has all the classes that I will need on any project. This allows me to import classes when I need them without having to have them in my template. If you do use this layer and class standard then it is important to keep it up-to-date. But you can use the same technique of importing classes to do that.
- 12:32 when you import a DXF/DWG file it can often import several classes that you will not want. It is also important that you check the information you have imported to ensure that is the correct size and scale. I recommend that you always (always, always) import your DXF/DWG file into a new blank document. When you scale the entire drawing it will scale every hatch, symbol, line types, et cetera in your file. If you import this file into your template there is a danger that you will be scaling all of your symbols and other resources, therefore I was import the DXF/DWG file into a blank document. Once you have calibrated your information you can always import it into your current project or you can copy and paste it into your project.
- 15:51 if you going to use your layer and class standard it’s important to keep it up-to-date. Keeping up-to-date is reasonably easy if you import new classes into it using the same technique that we used at the beginning of the session. To demonstrate this, I imported a whole lot of classes from another project into that standards file. When you import these classes there is an opportunity to hide all the classes that are already existing in your standards file, so that you can only see the classes that are new.
- 21:37 we had a long discussion about how much should be included in a template. Some people would like to have a template that has all the layers, classes, sheet layers, in viewports set up ready to go. Where the projects are similar that you do, you can set a template up like this. However if you work changes dramatically from one project to another, then you will end up having several templates and the danger of this is that you will still have projects that start and none of the templates a suitable. I prefer to use a very simple template but use techniques like the library and the layer and class standard to make it quick to import the resources I need. I do not have cases where projects are always about the same size they always cover the same type of information, and these are ideal to make a template that includes all the things that you need.
- 38:38 there are some things that are not easy to store in a standards file or in a library file. These things should be stored in your template. For example, dimension standards need to be stored in your template file because you cannot import these into a blank document through the Resource Manager. You can import them, but is not as easy as having them in your template file. Tool preferences cannot be stored in a library. Tool preferences would be the preferences that you choose on a specific tool. For example, we use the drawing label and showed how you can change the settings for this tool and then by using the eyedropper tool, you can copy all of the attributes from an object in the drawing and use that to create your tool preferences. There are several tools that you want to change the look of (North arrow, scale bar, drawing label, elevation benchmark, drawing references, et cetera). If you set these objects up the way you like and use the eyedropper to set the document defaults, every time use these tools they will look the way you require. This is a huge time saver.
- 51:32 how to save the file as a template.
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